United States Tax Court

WASHINGTON, D.C.

 

 

Beverly Patriot                                )        DOCKET #_____________

Petitioner                                         )

                                                        )        Supplement to Petition for Lien or

v.                                                     )        Levy Action (Collection Action)

                                                        )

Commissioner Internal Revenue     )        Supplement to Petition for

Respondent                                     )        Re-Determination of

                                                        )        Notice of Determination on CDPH

 

 

Petitioner above named hereby files her Supplement to Petition for Lien or Levy Action (Collection Action) and Supplement to Petition for Re-Determination of Notice of Determination on CDPH, dated June 1, 2007. Should the Clerk’s office classify this Supplement as an Amended Petition, then said Petition is hereby incorporated by reference. This Supplement is based on the following grounds:

 

1.   On November 13, 2006, Petitioner filed on time her original Request for a Collection Due Process Hearing for tax year 1993 on request Form 12153. Petitioner notified the Service of her intentions to make an audio recording of the hearing.

 

2.   Petitioner received a letter of acknowledgement from S. J. Miller-Boyd of the Memphis Appeals Campus, dated February 12, 2007, stating receipt of Petitioner’s Request, an assurance that said agent, the “Person to Contact” would be the one helping Petitioner with her case, and stating that Publication 4165 “Introduction to Collection Due Process Hearings” was enclosed.

 

Publication 4165 was not enclosed with the letter, and Petitioner never heard from S J Miller-Boyd again.

 

3.   On February 28, 2007, Petitioner responded timely to the letter from agent Miller-Boyd and stated that she had been unemployed since 1988. Also, she stated that she did not participate in telephone interviews or reviews and stated she had repeatedly told the IRS that she did not owe taxes for tax year 1993.

 

4.   Petitioner received a letter from Nicole D. Matthews of the Memphis Appeals Campus, dated February 26, 2007, scheduling a telephone conference call for March 28, 2007. It said, “This call will be your primary opportunity to discuss with me the reasons you disagree with the collection action and/or to discuss alternatives to the collection action.” The letter also contained an offer for a face-to-face conference at the Appeals office most convenient to Petitioner.

 

5.   On March 5, 2007, Petitioner responded timely to the letter from agent Matthews, stating that she did not wish to have a hearing by correspondence or telephone because the IRS has a bad reputation, and she reminded agent Matthews of her request for a face-to-face hearing, as prescribed by law (IRC Section 6330 (b)), with her tape recorder present. She requested affirmation that her conference would be with an appeals officer, not a settlement officer.

 

6.   On March 11, 2007, Petitioner responded timely again with the same letter as March 5, 2007, adding “procedural irregularities” to items to be discussed.

 

7.   Petitioner received a letter from L. M. Allen of the Atlanta Appeals Office, dated April 2, 2007, scheduling another telephone conference call for May 1, 2007. The letter surprised Petitioner by stating: “This letter is our acknowledgement that we received your request for a Collection Due Process (CDP) Hearing in our Atlanta, GA Appeals Office on January 18, 2007.”

 

The letter specifically stated: “I will call you at the date and time indicated above.”

 

The letter also accused Petitioner, The issues you raise in your CDP Request are those that Courts have determined are frivolous or Appeals does not consider.”  

 

Further the same letter said, “You will be allowed a face-to-face conference on any nonfrivolous issue: however, you will need to provide the nonfrivolous issue in writing or by calling me within 14 days from the date of this letter before a face-to-face conference will be scheduled.”

 

8.   On April 6, 2007, Petitioner again responded timely to the letter from agent Allen, well within 14 days, stating that she did not wish to have a hearing by correspondence or telephone because of the bad reputation of the IRS, and she reminded agent Allen of her request for a face-to-face hearing with her tape recorder present. She requested affirmation that her conference would be with an appeals officer, not a settlement officer.

 

Petitioner also asked why her issues were judged to be “frivolous” for Appeals and why her questions regarding the 14 year-old tax period (1993) have gone unanswered, and offered to withdraw any arguments, if any, that the IRS deemed frivolous or groundless.

 

9.   Instead of receiving any further correspondence or any telephone call from agent Allen, Petitioner was ambushed by receiving a Notice of Determination, dated May 9, 2007, from the same Atlanta Appeals Office, stating: “The taxpayer did not respond to attempts to conduct a hearing,” and Petitioner still wonders why this false point is made, using different wording, three times in said Notice of Determination and Attachment (See #7).

 

Petitioner also wonders why the Attachment to the NOD said, “The case was transferred to the field Appeals Office in error.”

 

10. The Attachment to the Notice of Determination falsely stated: “…the taxpayer did not respond to two attempts to hold a hearing…” This is false as Petitioner wrote letters to Appeals about this. However, her correspondence was lost by the IRS during the transfer to the Atlanta Office.

11. Petitioner met the requirement of 6330 in petitioning for the hearing. Petitioner clearly stated in her CDPH her issues. Congress sets forth the condition for CDPH, not the IRS (See Petition).

 

12. Petitioner did respond to all letters from Appeals, including letters dated February 28, 2007 (Exhibit A), March 5, 2007 (Exhibit B), March 11, 2007 (Exhibit C) and April 6, 2007 (Exhibit D).

 

13. Petitioner requested several documents that the IRS refused to provide.

 

14. On June 1, 2007, Petitioner was forced to file a Petition (Docket #12996-07L) with the U.S. Tax Court for Re-Determination.

 

Petitioner has relevant matters to discuss at the face-to-face conference including the relevant and nonfrivolous matters mentioned in her many timely responses to various agents’ demands. Collection alternatives can be discussed and the necessary forms can be submitted at the hearing. Congress has not placed any prerequisites for having a face-to-face hearing such as Appeals has claimed. This is explained further in her Petition.

 

15. The requirements of various applicable law or administrative procedures pertaining to the IRS have not been met.

 

16. In conclusion, this Supplement explains Petitioner’s position, and she requests that the Court remand this case to Appeals Office and order the IRS to schedule a face-to-face hearing.

 

 

June 22, 2007                                                 ___________________________________ 

Beverly Patriot, pro se

1776 Patriot Way

Dahlonega, Georgia