Bishop v. Commissioner

1989 T.C. Memo. 574, 58 T.C.M. 478, 1989 Tax Ct. Memo LEXIS 573
United States Tax Court·Decided October 25, 1989·No. Docket No. 27071-87.·Unpublished

Opinion

PHILIP R. BISHOP AND JULIE W. BISHOP, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Bishop v. Commissioner
Docket No. 27071-87.
United States Tax Court
T.C. Memo 1989-574; 1989 Tax Ct. Memo LEXIS 573; 58 T.C.M. (CCH) 478; T.C.M. (RIA) 89574;
October 25, 1989.
Michael D. Kaitcer, for the petitioners.
Kenneth L. Bressler, for the respondent.

SCOTT

MEMORANDUM FINDINGS OF FACT AND OPINION

SCOTT, Judge: Respondent determined deficiencies in petitioners' income tax for the calendar years 1983 and 1984 in the amounts of $93,422.40 and $12,730, respectively. Some of the issues raised by the pleadings have been disposed of by agreement of the parties, leaving for our decision whether amounts received by petitioners under an agreement with North American Coal Corporation (North American) are to be treated under section 636(a) 1 as if they were mortgage loans on the property and therefore not includable in petitioners' income or are to be taxed as long-term capital gain on the disposal of coal under section 631(c).

*575 FINDINGS OF FACT

Some of the facts have been stipulated and are found accordingly.

Petitioners, husband and wife, who resided in Fort Worth, Texas at the date of the filing of the petition in this case, filed a joint individual income tax return for each of the calendar years 1983 and 1984.

On February 12, 1981, North American as buyer and petitioner Philip R. Bishop, and Dan M. Royall, Jr., as sellers entered into an agreement with respect to a certain coal lease. This agreement provided in part as follows:

I.

By a certain Assignment of Coal and Lignite Lease of even date herewith, Sellers have assigned to Buyer, subject to this Agreement, that certain Coal and Lignite Lease dated the 12th day of February, 1975, from H.S. DeArman, and wife, Marjorie Crawford DeArman, as Lessors, to B. R. Cullen, as Lessee, which is recorded in Book 749, page 538 of the Deed Records of Henderson County, Texas, to which reference is here made, for all purposes, which lease so assigned to Buyer shall be hereinafter referred to as the "DeArman Lease." This Agreement shall be considered a part of said Assignment to Buyer, from its inception, just as though fully set out therein.

II.

Sellers*576 have reserved unto themselves, and so reserve hereby, a Production Royalty interest equal to the greater of Fifty Cents ($0.50) per ton, or five percent (5%) of the fair market value, mined and loaded for shipment at the mine mouth, for each ton of 2,000 pounds of coal and lignite which is produced, mined and sold from the land covered by and allocable to the DeArman Lease. * * *

III.

For the purposes of this Agreement, a "lease year" shall mean a period during the term of the DeArman Lease from February 12 through the following February 11, inclusive.

For each lease year of the term of the DeArman Lease (including extensions or continuations of the term), beginning with the lease year which began February 12, 1981 and continuing each lease year through and including the lease year beginning February 12, 2000, Buyer agrees to mine, produce and sell, or to pay Sellers for if not mined, produced and sold, a quantity of coal or lignite covered by the DeArman Lease equal to four hundred twenty-eight thousand five hundred seventy (428,570) tons ("minimum contract tonnage"). Buyer shall pay Sellers for such minimum contract tonnage a Minimum Advance Royalty of Two Hundred Fourteen*577 Thousand Two Hundred Eighty-five Dollars ($214,285.00). The first Minimum Advance Royalty payment shall be due and payable on the date of the closing of this Agreement (which closing shall not be later than five (5) days after the execution of this Agreement by Buyer and Sellers) and a subsequent Minimum Advance Royalty payment in like amount shall be due and payable on or before each February 12 thereafter during the term of the DeArman Lease, through and including February 12, 2000, or until Buyer has reassigned to Sellers all of the interest then remaining in and to the DeArman Lease which was assigned to Buyer by Sellers in accordance with the terms hereof, whichever occurs first. In addition, notwithstanding anything to the contrary contained in this Agreement, if, after all Minimum Advance Royalty payments due hereunder through the lease year ending February 11, 1995 have been made by Buyer, the total recoverable coal and lignite in and under the land covered by the DeArman Lease has been mined and the Production Royalties have been paid thereon by Buyer, and all mining of coal and lignite from such land has permanently ceased (which shall be the end of the life of the mine*578 with respect to the land covered by the DeArman Lease), then Buyer shall not be required thereafter to make any further Minimum Advance Royalty payments, and the DeArman Lease shall remain in effect in accordance with its own terms and provisions, provided that Buyer complies with the terms and provisions thereof.

Buyer shall have the right at any time during the time Buyer owns the DeArman Lease to make up any deficiencies of coal or lignite for which Buyer has theretofore paid Minimum Advance Royalties but has not produced, mined and sold, and to receive credit against the Production Royalties due therefor for all then uncredited Minimum Advance Royalties theretofore paid pursuant to this Agreement. All Minimum Advance Royalties paid to Sellers under the provisions of this Agreement shall apply toward and be credited on Production Royalties payable or to become payable on actual production pursuant to the terms of this Agreement (without interest), but Buyer shall still be obligated and required to make the Minimum Advance Royalty payment each lease year as hereinabove provided, even during those lease years in which actual mining operations take place.

Buyer shall pay Sellers*579

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Bishop v. Commissioner, 1989 T.C. Memo. 574, 58 T.C.M. 478, 1989 Tax Ct. Memo LEXIS 573 (tax 1989).

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