Azenaro v. Commissioner

1989 T.C. Memo. 224, 57 T.C.M. 355, 1989 Tax Ct. Memo LEXIS 224
CourtUnited States Tax Court
DecidedMay 10, 1989
DocketDocket No. 4778-88.
StatusUnpublished

This text of 1989 T.C. Memo. 224 (Azenaro 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
Azenaro v. Commissioner, 1989 T.C. Memo. 224, 57 T.C.M. 355, 1989 Tax Ct. Memo LEXIS 224 (tax 1989).

Opinion

JUDITH A. AZENARO, Petitioner v. COMMISSIONER OF INTERNAL REVENUE SERVICE, Respondent
Azenaro v. Commissioner
Docket No. 4778-88.
United States Tax Court
T.C. Memo 1989-224; 1989 Tax Ct. Memo LEXIS 224; 57 T.C.M. (CCH) 355; T.C.M. (RIA) 89224;
May 10, 1989; As corrected May 16, 1989
Jeremiah W. Doyle, for the petitioner.
Cheryl A. McInroy, for the respondent.

TANNENWALD

MEMORANDUM OPINION

TANNENWALD, Judge: Respondent determined a deficiency in petitioner's Federal income tax for the years 1983 and 1984 in the amounts of $ 892 and $ 968, respectively. The sole issue for decision is whether a letter from petitioner's former husband's attorney and signed by her constitutes a written separation agreement within the meaning of section 71(a)(2). 1

All of the facts have been stipulated. The stipulation of facts and the attached exhibits are incorporated herein by reference.

Petitioner resided in Newburyport, Massachusetts, at the time of the filing of her petition.

Petitioner and her former husband, Jeremiah E. Azenaro, separated in 1982. Approximately one year after the separation, *226 Mr. Azenaro contacted Harvey Beit, an attorney, for advice concerning his obligation to support petitioner and his two minor children. On March 2, 1983, Mr. Azenaro, through his attorney, sent a proposal, in the form of letter signed by the attorney, to petitioner in which, among other things, he offered to pay her a monthly sum of $ 1,344.35, of which $ 800.00 was designated as child support. The letter concluded by stating: "In the event that you accept this proposal, would you kindly endorse the copy of this letter where the assent is provided and return the copy to me in the return envelope. Otherwise, I shall be pleased to meet with you or your counsel upon your request." The assent portion was as follows:

ASSENT

I, Judith Azenaro, hereby agree and assent to the terms of the above letter, the original of which I have retained for my records.

Date: 3-4-83 /s/Judith Azenaro

Judith Azenaro

The written proposal was not personally signed by petitioner's husband. The agreement went into effect on March 11, 1983. Petitioner and Mr. Azenaro were divorced in November 1987. An agreement between them, which was incorporated into the judgment of divorce, provided*227 that there would be no alimony.

Mr. Azenaro sent monthly checks to petitioner totalling $ 13,460 in 1984 and $ 14,657 in 1983. Respondent determined that $ 5,450 and $ 5,680 of the foregoing amounts constituted alimony. 2

Respondent's position is that the March 2, 1983, letter is a written separation agreement within the meaning of section 71(a)(2). 3 Petitioner asserts that the letter does not constitute such a written separation agreement. We agree with respondent.

*228 The phrase "written separation agreement" is without definition in the Code, the regulations, or the legislative history. Bogard v. Commissioner,59 T.C. 97, 100 (1972). In striving for uniformity in application, State law is not controlling in the determination of what constitutes a written separation agreement. Bogard v. Commissioner, supra at 101. Payments received pursuant to a written separation agreement are includable in the wife's gross income whether or not the agreement is a legally enforceable instrument. Sec. 1.71-1 (b)(2)(i), Income Tax Regs. However, the agreement must be a clear statement in written form of the terms of the support. Bogard v. Commissioner, supra at 101.

We have previously held that letters, which do not represent a meeting of the minds of the parties, do not constitute a written separation agreement within the meaning of section 71(a)(2). See Grant v. Commissioner,84 T.C. 809 (1985), affd. without published opinion 800 F.2d 260 (4th Cir. 1986);*229 Estate of Hill v. Commissioner,59 T.C. 846 (1973). 4 These cases are distinguishable from the present case in that here there is a clear agreement reached by Mr. Azenaro and petitioner as to the specific terms of support. Mr.

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Related

Estate of Hill v. Commissioner
59 T.C. No. 83 (U.S. Tax Court, 1973)
Bogard v. Commissioner
59 T.C. 97 (U.S. Tax Court, 1972)
Jacklin v. Commissioner
79 T.C. No. 21 (U.S. Tax Court, 1982)
Grant v. Commissioner
84 T.C. No. 54 (U.S. Tax Court, 1985)

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Bluebook (online)
1989 T.C. Memo. 224, 57 T.C.M. 355, 1989 Tax Ct. Memo LEXIS 224, Counsel Stack Legal Research, https://law.counselstack.com/opinion/azenaro-v-commissioner-tax-1989.