ARBINI v. COMMISSIONER

2001 T.C. Memo. 141, 81 T.C.M. 1753, 2001 Tax Ct. Memo LEXIS 170
CourtUnited States Tax Court
DecidedJune 15, 2001
DocketNo. 11324-98
StatusUnpublished

This text of 2001 T.C. Memo. 141 (ARBINI 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
ARBINI v. COMMISSIONER, 2001 T.C. Memo. 141, 81 T.C.M. 1753, 2001 Tax Ct. Memo LEXIS 170 (tax 2001).

Opinion

JERROLD E. ARBINI AND HELEN C. ARBINI, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
ARBINI v. COMMISSIONER
No. 11324-98
United States Tax Court
T.C. Memo 2001-141; 2001 Tax Ct. Memo LEXIS 170; 81 T.C.M. (CCH) 1753;
June 15, 2001, Filed

*170 Decision will be entered for respondent as to the deficiencies.

Michael P. Casterton, for petitioners.
James R. Robb, for respondent.
Ruwe, Robert P.

RUWE

MEMORANDUM FINDINGS OF FACT AND OPINION

RUWE, JUDGE: Respondent determined deficiencies in petitioners' Federal income taxes and penalties as follows:

                   Accuracy-Related

                   ________________

                     Penalty

                     _______

        Year    Deficiency    Sec. 6662

        ____    __________   ________________

        1993    $ 44,235     $ 8,847

        1994     13,133      2,627

After concessions, 1 the issue for decision is whether petitioners are entitled to charitable contribution deductions under section 1702 for 1993 and 1994 in the amounts of $ 126,605 and $ 50,513, respectively, for the donation of newspapers made in 1991 to the San Francisco Academy of Comic Art.

*171 FINDINGS OF FACT

Some of the facts have been stipulated and are so found. The first stipulation of facts, second stipulation of facts, third stipulation of facts, and the attached exhibits are incorporated herein by this reference. Petitioners, Mr. Arbini (hereinafter petitioner) and Mrs. Arbini, resided in Bozeman, Montana, and Red Bluff, California, respectively, at the time they filed their petition.

On April 12, 1988, Robert Fagliano (Mr. Fagliano) purchased 309 leather bound volumes of various issues of three Montana newspapers from a recycling company for $ 1,750. The Montana newspapers were complete, contained comic strips, and were in good condition. At the time of the purchase, petitioner was an equal partner with Mr. Fagliano in a waste disposal business. Petitioner paid Mr. Fagliano one-half of the cost of the Montana newspapers and obtained a 50-percent ownership interest in the newspapers. The Montana newspapers were stored in Mr. Fagliano's garage at his home in Bozeman, Montana. Mr. Fagliano did not take out separate insurance on the Montana newspapers, nor did he increase his homeowner's insurance beyond its then current $ 125,000 coverage. At the time the Montana*172 newspapers were purchased, neither petitioner nor Mr. Fagliano was a dealer in rare or early newspapers.

In 1990, a decision was made to donate the newspapers to the San Francisco Academy of Comic Art (SFACA). The SFACA was founded by Bill Blackbeard (Mr. Blackbeard) in 1969 as a research center and library devoted to the American comic strip. The SFACA is a qualified section 170(c) organization. Mr. Blackbeard, the director of the SFACA, was not interested in the Montana newspapers and provided the name of Chris Berglas (Mr. Berglas) to facilitate an exchange of newspapers in order to provide the SFACA with newspapers it preferred.

On July 5, 1990, Mr. Berglas, proprietor of The Authentic Journal, a business involved in the retail of newspapers, agreed to evenly exchange certain Los Angeles and Chicago newspapers for the Montana newspapers. The agreement required the Montana newspapers to be shipped to Mr. Berglas, who would then deliver the Los Angeles and Chicago newspapers to the SFACA. On August 9, 1990, the Montana newspapers were shipped from Bozeman, Montana, to Mr. Berglas in Gardena, California. The Montana newspapers were not insured when they were shipped to Mr. Berglas. *173 In January of 1991, Mr. Berglas delivered the Los Angeles and Chicago newspapers to the SFACA.

The following Los Angeles and Chicago newspapers were donated to the SFACA in January of 1991: 3

1. Los Angeles Herald, Los Angeles Herald-Express: A 6-day-a- week newspaper. A total of 6,260 newspapers representing an unbroken run from 1931 through 1950.

2. Los Angeles Examiner: A 7-day-a-week newspaper. A total of 990 newspapers, including Sunday comics, representing the time period of December 1903, through December 1906, with four volumes missing from 1903 to 1906 (single issue volumes). Additionally, a total of 13,320 newspapers representing the time period of January 1907 through December 1918, and consisting of an average of three editions per day including*174 four duplicate volumes for the years 1907 through 1918.

3. Chicago Tribune: A 7-day-a-week newspaper. A total of 13,140 newspapers, including Sunday comics, representing the time period of January 1915 (only 7 months for 1915) through June 1951 (single issue volumes).

In total, 33,710 newspapers were donated to the SFACA with a combined weight of approximately 2,170 pounds. The newspapers were in firmly bound volumes and were in above-average condition.

In 1998, Ohio State University purchased the entire newspaper collection of the SFACA for $ 100,000. The Los Angeles and Chicago newspapers donated by petitioner and Mr. Fagliano constituted a small portion of the collection purchased by Ohio State University.

Petitioners' Federal income tax return for 1991 included a Form 8283, Noncash Charitable Contributions, claiming a charitable contribution of $ 589,925 attributable to one-half of the value of the Los Angeles and Chicago newspapers donated to the SFACA. Attached to petitioners' return was an appraisal, dated January 25, 1991, from Hal Verb (Mr. Verb). In the appraisal, Mr.

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Bluebook (online)
2001 T.C. Memo. 141, 81 T.C.M. 1753, 2001 Tax Ct. Memo LEXIS 170, Counsel Stack Legal Research, https://law.counselstack.com/opinion/arbini-v-commissioner-tax-2001.