Allen v. Commissioner

1976 T.C. Memo. 358, 35 T.C.M. 1626, 1976 Tax Ct. Memo LEXIS 42
Procedural entryThis page is a short order in Allen v. Commissioner. Read the opinion of the Court — 72 T.C. 28
United States Tax Court·Decided November 29, 1976·No. Docket No. 998-67.·Unpublished

Opinion

JENNIE ALLEN, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Allen v. Commissioner
Docket No. 998-67.
United States Tax Court
T.C. Memo 1976-358; 1976 Tax Ct. Memo LEXIS 42; 35 T.C.M. (CCH) 1626; T.C.M. (RIA) 760358;
November 29, 1976, Filed

*42 This case, originally decided in 61 T.C. 125 (1973), is before the Court on remand from the U.S. Court of Appeals for the Fifth Circuit, 514 F. 2d 908 (1975). The case involves section 6013(e), I.R.C. 1954, known as the "innocent spouse" statute. Section 6013(e), I.R.C. 1954, provides that in certain circumstances, a spouse who has filed a joint return will be relieved of liability for tax to the extent that such liability is attributable to omissions from gross income of amounts attributable to the other spouse. For the particular year involved in this supplemental opinion, 1961, we held that petitioner was entitled to relief under section 6013(e), I.R.C. 1954. The Court of Appeals has remanded the case so that we may find whether certain non-community property income is attributable to petitioner or her spouse. Held, interest income realized from a chattel mortgage held upon the sale of a coin-operated laundry and income realized from a certain mineral lease are attributable to petitioner's spouse.

Charles J. Hlavinka, for the petitioner. Robert M. Smith, for the respondent.

WILES

SUPPLEMENTAL MEMORANDUM FINDINGS OF FACT AND OPINION

WILES, Judge: The U.S. Court of Appeals for the Fifth Circuit remanded this case for us to determine whether certain income is attributable to petitioner or her spouse for purposes of applying the "innocent spouse" statute, section 6013(e). 1

FINDINGS OF FACT

Some of the supplemental facts have been stipulated, and those facts are so found.

Interest*44 income of $144.36 was realized during 1961 from a chattel mortgage held upon the sale of a coin-operated laundry.

In a declaration of trust, filed for record in Chaves County, New Mexico in 1960, Lewis E. Allen, petitioner's spouse, was listed as owning 6/16ths of a mineral lease which generated $1,523.83 in income in 1961. The remaining 10/16ths of the mineral lease was owned by parties other than petitioner.

ULTIMATE FINDING OF FACT

Interest income of $144.36, realized from a chattel mortgage held upon the sale of a coin-operated laundry, and income of $1,523.83, realized from a mineral lease, are attributable to petitioner's spouse.

OPINION

This case involves section 6013(e), 2 known as the "innocent spouse" statute. Section 6013(e) provides that in certain circumstances, a spouse who has filed a joint return will be relieved of liability for tax to the extent that such liability is attributable to omissions from gross income of amounts attributable to the other spouse. In our original opinion, we applied section 6013(e) to three tax years to determine whether petitioner was entitled to relief as an "innocent spouse." In this supplemental opinion, we focus on only*45 one of those years, 1961. In our original opinion, we held that for 1961 petitioner was relieved from liability for tax to the extent such liability related to omissions from gross income attributable to petitioner's spouse. The U.S. Court of Appeals for the Fifth Circuit has remanded the case so that we may make explicit findings of fact as to whether two items of income, omitted from the joint return filed by petitioner and her spouse for 1961, are attributable to petitioner or her spouse. These two items of income are interest of $144.36 realized from a chattel mortgage held upon the sale of a coin-operated laundry and income of $1,523.83 realized from a mineral lease.

*46 During 1961, petitioner and her spouse lived in New Mexico, a community property state. Section 6013(e)(2) provides that the determination of the spouse to whom items of gross income are attributable shall be made without reference to community property laws except that in the case of gross income from property, the determination is made with regard to community property laws. In short, section 6013(e)(2)

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Allen v. Commissioner, 1976 T.C. Memo. 358, 35 T.C.M. 1626, 1976 Tax Ct. Memo LEXIS 42 (tax 1976).

1976 T.C. Memo. 358 (Allen v. Commissioner) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Jennie Allen v. Commissioner of Internal Revenue
514 F.2d 908 (Fifth Circuit, 1975)
Allen v. Commissioner
61 T.C. No. 16 (U.S. Tax Court, 1973)