Allyn v. Commissioner

1980 T.C. Memo. 153, 40 T.C.M. 281, 1980 Tax Ct. Memo LEXIS 423
CourtUnited States Tax Court
DecidedMay 5, 1980
DocketDocket No. 1900-76.
StatusUnpublished

This text of 1980 T.C. Memo. 153 (Allyn v. Commissioner) is published on Counsel Stack Legal Research, covering United States Tax Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Allyn v. Commissioner, 1980 T.C. Memo. 153, 40 T.C.M. 281, 1980 Tax Ct. Memo LEXIS 423 (tax 1980).

Opinion

GIRDON F. AND ERMA M. ALLYN, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Allyn v. Commissioner
Docket No. 1900-76.
United States Tax Court
T.C. Memo 1980-153; 1980 Tax Ct. Memo LEXIS 423; 40 T.C.M. (CCH) 281; T.C.M. (RIA) 80153;
May 5, 1980, Filed
Robert M. Tyle, for the petitioners.
Kenneth Bersani, for the respondent.

DAWSON

MEMORANDUM*424 FINDINGS OF FACT AND OPINION

DAWSON, Judge: This case was assigned to and heard by Special Trial Judge Murray H. Falk pursuant to the provisions of section 7456(c) of the Internal Revenue Code1 and Rules 180 and 181, Tax Court Rules of Practice and Procedure.2 The Court agrees with and adopts his opinion which is set forth below.

OPINION OF THE SPECIAL TRIAL JUDGE

FALK, Special Trial Judge. Respondent determined deficiencies of $1,275.85 and $224.55, respectively, in petitioners' 1969 and 1972 federal income taxes. The issues to be decided are whether petitioners are entitled to a casualty loss deduction under section 165(a) for 1972 in excess of the amount allowed by respondent and, if so, the amount thereof. Resolution of those issues will also determine whether petitioners are entitled to a*425 net operating loss carryback to 1969 under section 172 and, if so, the amount thereof.

FINDINGS OF FACT

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

Petitioners filed their original and amended joint federal income tax returns for 1969 and their joint federal income tax return for 1972 with the Internal Revenue Service Center at Andover, Massachusetts. At the time the petition herein was filed, they resided at Lindley, New York.

In 1946, petitioners purchased a two-story house and outbuildings on more than an acre of land in Lindley, New York, for $7,000. Prior to June 23, 1972, they made improvements to the property which cost them approximately $7,700. Petitioners used the property as their residence.

On June 23, 1972, the property and some of its contents were damaged by a flood. Water rose to a height of four feet on the ground outside the house, filling the cellar. A shed part of the house, lower than the rest, had between six and seven inches of water on the floor. In the main part of the house, water came just to the level of the floor of the first story. There was some swelling of the hardwood flooring, some floor tiles were ruined, *426 and cellar windows were broken. The greatest damage to the structure resulted from the washing away of four to five feet of topsoil and gravel around the foundation of the house on three sides. The foundations of the house and a wood shed were weakened and both the house and shed were caused to sag. Due to the flood, the level of the creek running through the property was raised. The creek bottom has not been dredged since the flood and petitioners' cellar continues to flood in heavy, spring rains.

The parties agree that the loss to petitioners' personal property was $3,859, as claimed. Included in this amount is the damage to petitioners' furnace, water pump, water tank, and water heater. Petitioners expended approximately $3,500 to 4,500 for repairs of the damage caused to the realty by the flood which have not fully restored it to its pre-flood condition.

Petitioners received a loan of $6,100 with respect to their casualty loss from the Small Business Administration (hereinafter referred to as the SBA). The SBA forgave repayment of $5,000 of the loan.

On their joint federal income tax return for 1972, petitioners claimed a casualty loss deduction in the amount of $23,009.21; *427 $19,250 attributable to the loss to realty. They applied $14,282.14 against their adjusted gross income for 1972 and carried back the remainder to 1969. Petitioners now concede that the loss should be reduced by $5,000; i.e., the amount of the SBA indebtedness forgiven. In his notice of deficiencies, respondent allowed $8,159 of the claimed deduction and disallowed the remainder for lack of substantiation.Respondent determined the damage to petitioners' real estate to be $9,400.

OPINION

The issue here is purely factual. Respondent does not contest petitioners' claim of the value of their personalty lost in the flood. Petitioners now concede that the amount of the loss should be reduced by the amount ($5,000) of the SBA loan forgiveness. The only matters in dispute, then, are: (a) the amount of the actual loss sustained to the realty and (b) its adjusted basis in petitioners' hands. The burden of proving these amounts rests with petitioners. Pfalzgraf v. Commissioner, 67 T.C. 784, 787 (1977; Axelrod v. Commissioner, 56 T.C. 248, 256 (1971).

Section 165(c)(3) permits individuals to deduct losses suffered on the damage to and destruction*428

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Bluebook (online)
1980 T.C. Memo. 153, 40 T.C.M. 281, 1980 Tax Ct. Memo LEXIS 423, Counsel Stack Legal Research, https://law.counselstack.com/opinion/allyn-v-commissioner-tax-1980.