Attorney Grievance Commission v. O'Toole

843 A.2d 50, 379 Md. 595, 2004 Md. LEXIS 50
CourtCourt of Appeals of Maryland
DecidedFebruary 18, 2004
DocketMisc. AG No. 3, Sept. Term, 2003
StatusPublished
Cited by39 cases

This text of 843 A.2d 50 (Attorney Grievance Commission v. O'Toole) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Attorney Grievance Commission v. O'Toole, 843 A.2d 50, 379 Md. 595, 2004 Md. LEXIS 50 (Md. 2004).

Opinion

BATTAGLIA, J.

The Attorney Grievance Commission of Maryland (“Petitioner” or “Bar Counsel”), acting through Bar Counsel and pursuant to Maryland Rule l6-75l(a), 1 filed a petition for *598 disciplinary or remedial action against respondent, Thomas O’Toole, Esquire, on April 4, 2003. The Petition alleged that O’Toole, who was admitted to the Bar of this Court on December 19,1989, violated several Maryland Rules of Professional Conduct (“MRPC”), specifically MRPC 1.15 (Safekeeping Property) 2 and MRPC 8.4 (Misconduct), 3 by failing to file various state and federal tax returns from 1998 to 2001 and by failing to pay various federal and state taxes for the same period. In accordance with Maryland Rules 16-752(a) and 16-757(c), 4 we referred the petition to Judge Thomas Waxter, Jr., *599 of the Circuit Court for Baltimore City for an evidentiary hearing and to make findings of fact and conclusions of law.

On August 18, 2003, Judge Waxter held that hearing and on August 26, 2003, issued an opinion in which he found, by clear and convincing evidence, that O’Toole violated MRPC 8.4(d) by failing to file federal and state individual income tax returns for 1998, 1999, and 2000 and by failing to file Maryland withholding tax forms for 1998, 1999, and 2000. Bar Counsel filed several exceptions to Judge Waxter’s findings and conclusions. O’Toole did not take any exceptions. We overrule all but one of Bar Counsel’s exceptions and conclude that the appropriate sanction in this case is a thirty-day suspension.

I. The Hearing Judge’s Opinion

Judge Waxter’s opinion of August 26, 2003 summarized the case history and presented his findings of fact and conclusions of law:

CASE HISTORY
A stipulation of the parties was introduced as joint exhibit number one wherein it was agreed that the Respondent, Thomas O’Toole, was incorporated as Thomas O’Toole P.C., and as such was required to file quarterly withholding tax forms and annual withholding tax consolidation forms, numbers 506 and 508, with the Comptroller of the State of Maryland, indicating the amount of withholding tax that was to be withheld from any wages. Respondent acknowledged that he failed to file forms 506 for eight quarters (quarters *600 ending September 1998, December 1998, March 1999, June 1999, September 1999, December 1999, March 2000 and June 2000), as well as the accompanying forms 508 which consolidated the quarterly forms on an annual basis. It is also admitted that due to the Respondent’s failure to file the required returns, the Comptroller of the State of Maryland, on or about February 7, 2001, filed a notice of lien for unpaid withholding taxes. Additionally, on or about October 19, 2001, the Comptroller issued writs of garnishment against the Respondent’s bank accounts. On or about December 4, 2001 it is acknowledged that the Respondent paid the Comptroller the sum of $7,354.98 which consisted of $4,840 in unpaid withholding taxes, as well as interest and penalties. It is further admitted that the Respondent filed his 1998 withholding tax forms on or about January 16, 2002, his 1999 withholding tax forms on or about September 10, 2002, and his 2000 Maryland withholding tax forms on or about September 10, 2002. The Respondent admits that he failed to file Maryland state income tax returns and federal income tax returns for the years 1998, 1999 and 2000. It is admitted that all returns were filed in satisfaction by September 2002, and all tax assessments, penalties and interests were paid as of December 2001. Respondent has been in full compliance since 2002. Although there is no specific claim that the Respondent failed to pay his taxes, Petitioner asserts that Respondent failed to file his withholding tax forms, and state and federal income tax forms for three years 1998,1999 and 2000.
FINDINGS
Following testimony, the offering of numerous exhibits and tax returns, and argument by counsel, this Court makes the following findings of fact:
1. The Respondent is now in joint practice with Neal Baroody, at 201 North Charles Street in Baltimore, Maryland. Prior to May, 2003, over an extended period of time, Respondent practiced at 1 East Lexington Street with Mr. Baroody and other individuals.
*601 2. The Respondent is married, with three children, and is a 1986 graduate of Catholic University Law School. After working for a New York law firm and passing the New York state bar, the Respondent came to Baltimore to work with the firm of Venable, Baetjer & Howard, where he worked for approximately three years. He then went out on his own to practice with several individuals from approximately 1994 to date. The form of organization was a partnership with each of the individual attorneys following a corporate form. His corporation was known as Thomas O’Toole, P.C.
3. The Respondent was the only employee of his professional corporation, and since his professional corporation was a Sub-chapter S corporation, the income charged to his corporation effectively was his personal income on which he was required to pay state and federal income taxes. For much of the time since 1995 to the present, an accountant has assisted Respondent in filing necessary returns.
4. The Respondent claims that he understood his obligation to file withholding tax returns, although he is not a tax lawyer and is not intimately familiar with forms 506 (payroll withholding form) and 508 (year end reconciliation form). He testified that he was familiar with his obligation to pay income taxes, and stated that he was actually paying under his social security number an estimated income tax for the years 1998, 1999 and 2000. His state and federal income tax returns, and his withholding tax returns were not filed for these three years, 1998-2000. When his state income taxes were filed early in the year of 2002, it was clear that in each of the three years he had paid more in estimated tax than was due on each return. It appears that at the time he was failing to file his withholding tax returns and federal and state income tax returns, he was making substantial estimated tax payments to the state and federal tax authorities.
*602 5. Because he failed to file his withholding tax returns, the State Comptroller’s Office called him, demanded filings and payment, and ultimately sent him a notice of assessment for the estimated payment of $6,898.03, including $913.03 in interest and a penalty of $1,145.00. After receiving no response in the filing of the forms or payment, the Comptroller filed a lien. Thereafter, the Respondent made full payment of $7,354.98 in December of 2001, and the liens and garnishments were eliminated.

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Bluebook (online)
843 A.2d 50, 379 Md. 595, 2004 Md. LEXIS 50, Counsel Stack Legal Research, https://law.counselstack.com/opinion/attorney-grievance-commission-v-otoole-md-2004.