Berry v. Commissioner

1981 T.C. Memo. 106, 41 T.C.M. 1061, 1981 Tax Ct. Memo LEXIS 641
CourtUnited States Tax Court
DecidedMarch 5, 1981
DocketDocket No. 10050-78.
StatusUnpublished

This text of 1981 T.C. Memo. 106 (Berry 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
Berry v. Commissioner, 1981 T.C. Memo. 106, 41 T.C.M. 1061, 1981 Tax Ct. Memo LEXIS 641 (tax 1981).

Opinion

HENRY R. BERRY, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Berry v. Commissioner
Docket No. 10050-78.
United States Tax Court
T.C. Memo 1981-106; 1981 Tax Ct. Memo LEXIS 641; 41 T.C.M. (CCH) 1061; T.C.M. (RIA) 81106;
March 5, 1981.
Robert F. Wright, Jr., for the petitioner.
Maurice W. Gerard, for the respondent.

PARKER

MEMORANDUM OPINION

PARKER, Judge: This matter is before the Court on respondent's second motion to dismiss for lack of jurisdiction on the ground that the petition was not timely filed within the 90-day period prescribed by sections*642 6213(a) and 7502. 1 The Court denied respondent's first motion to dismiss, based on petitioner's written objection to the motion. When respondent subsequently filed a second motion to dismiss, an evidentiary hearing was held with respect to the facts surrounding the mailing of the petition to the Tax Court. In opposition to that motion, petitioner contends that he comes within the timely-mailing-as-timely-filing provisions of section 7502(b) and section 301.7502-1(c)(1)(iii)(b) of the Procedure and Administration Regulations.

Petitioner did not file any Federal income tax returns for the taxable years 1971 through 1974. Respondent determined deficiencies in petitioner's Federal income tax and additions to the tax for those years as follows:

Addition toAddition toAddition to
the Tax underthe Tax underthe Tax under
YearDeficiencySec. 6651(a)Sec. 6653(a)Sec. 6654(a)
1971$ 13,494.77$ 3,373.69$ 674.74$ 431.83
1972675.00168.7533.7521.61
197376,592.5619,148.143,829.632,405.97
197444,791.0711,197.772,239.551,433.31

*643 On May 25, 1978, respondent mailed a statutory notice of deficiency by certified mail to petitioner at his last known address, 2402 Forest Park Road, Augusta, Georgia 30904. 2 Wednesday, August 23, 1978, was the 90th day after the mailing of the statutory notice of deficiency, and that day was not a legal holiday in the District of Columbia.

Six or seven days before the 90-day period expired, petitioner and his accountant for the first time contacted and retained his present counsel to prepare a petition in this case. Petitioner's counsel was acutely aware that August 23, 1978 was the 90th day after the notice of deficiency had been mailed. Petitioner's counsel initially had difficulty obtaining information from petitioner or his accountant sufficient to prepare a petition in this case, but by Monday, August 21, 1978, the petition had been prepared and was awaiting review by the petitioner. Although petitioner was supposed to come to his counsel's office that day, he did not appear. He had a friend call to say that he was tied up that day but would come in on*644 Tuesday, August 22, 1978. Petitioner also failed to appear on Tuesday. On the 90th day, on Wednesday, August 23, 1978, petitioner and his accountant finally appeared at the counsel's office around 3:30 p.m. Petitioner reviewed the original petition and around 4:45 p.m. or 4:50 p.m. signed a sworn statement that he had read the petition, or had had it read to him, and that he knew or believed the statements contained therein to be true. Thereafter, copies of the petition were made and the petition was placed into an envelope addressed as follows:

United States Tax Court, Box 70, Washington, D.C. 20044

The United States Post Office nearest to the law offices of petitioner's counsel closed at 5:00 p.m. Petitioner's counsel personally deposited the envelope containing the petition in a mail box located in his office building, after 5:00 p.m. but before 5:30 p.m. on Wednesday, August 23, 1978. On that day, there were scheduled pickups from that particular mail box at 5:35 p.m. and at 6:25 p.m. The petition was received at the United States Tax Court in Washington, D.C. at 9:29 a.m. on Wednesday, August 30, 1978, 97 days after respondent had mailed the statutory notice to petitioner. *645 The envelope containing the petition bore a private postage meter mark dated August 23, 1978, but it did not contain any postmark of the United States Postal Service.

The United States Postal Service has set certain standards for delivery of mail to Washington, D.C. from various parts of the United States. The service standard for delivery of mail from Augusta, Georgia, to Washington, D.C. is that 95 percent of such mail should arrive at post offices in Washington, D.C. within two days.

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Moffat v. Commissioner
46 T.C. 499 (U.S. Tax Court, 1966)
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51 T.C. 869 (U.S. Tax Court, 1969)
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66 T.C. 616 (U.S. Tax Court, 1976)
Estate of Cerrito v. Commissioner
73 T.C. 896 (U.S. Tax Court, 1980)
Smetanka v. Comm'r
74 T.C. No. 54 (U.S. Tax Court, 1980)

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Bluebook (online)
1981 T.C. Memo. 106, 41 T.C.M. 1061, 1981 Tax Ct. Memo LEXIS 641, Counsel Stack Legal Research, https://law.counselstack.com/opinion/berry-v-commissioner-tax-1981.