Bonucci v. Commissioner

1979 T.C. Memo. 382, 39 T.C.M. 179, 1979 Tax Ct. Memo LEXIS 143
CourtUnited States Tax Court
DecidedSeptember 18, 1979
DocketDocket No. 12329-77.
StatusUnpublished

This text of 1979 T.C. Memo. 382 (Bonucci 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
Bonucci v. Commissioner, 1979 T.C. Memo. 382, 39 T.C.M. 179, 1979 Tax Ct. Memo LEXIS 143 (tax 1979).

Opinion

LOUIS H. BONUCCI, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Bonucci v. Commissioner
Docket No. 12329-77.
United States Tax Court
T.C. Memo 1979-382; 1979 Tax Ct. Memo LEXIS 143; 39 T.C.M. (CCH) 179; T.C.M. (RIA) 79382;
September 18, 1979, Filed

*143 Petitioner knowingly and intentionally understated income and underpaid taxes for three consecutive years. Held, petitioner acted with intent to defraud the Government, and therefore, petitioner is subject to the addition to tax penalty under sec. 6653(b). Held further, amount of underpayment of tax is not reduced by filing amended returns after the due date of the original returns.

Louis H. Bonucci, pro se.
Judy Jacobs, for the respondent.

*144 STERRETT

MEMORANDUM FINDINGS OF FACT AND OPINION

STERRETT, Judge: In his notice of deficiency dated September 16, 1977, respondent determined the following additions to tax in petitioner's income taxes:

Addition to Tax
Year(Sec. 6653(b))
1969$14,315.40
197025,069.76
197144,853.34

The only question before this Court is whether the underpayments of tax shown on petitioner's income tax returns for 1969, 1970 and 1971 are due to fraud.

FINDINGS OF FACT

Some of the facts have been stipulated and are so found. The stipulation of facts, and the exhibits attached thereto, are incorporated herein by this reference.

Louis H. Bonucci (hereinafter petitioner) resided in Princeton, Illinois at the time he filed the petition herein. He filed his Federal income tax returns on the cash basis for 1969, 1970 and 1971 on April 15 of 1970, 1971, and 1972. There is no indication in the record where petitioner filed the returns. In May 1972 petitioner was contacted for an audit of his 1970 income tax return. Petitioner's original income tax returns omitted gross receipts and understated his tax due as follows:

Gross ReceiptsUnderstated
YearOmittedTax Due
1969$ 41,414.03$28,630.80
197085,769.0850,139.21
1971141,578.4689,706.68

*145 In September 1972 petitioner filed amended tax returns and paid the understated tax for 1969, 1970 and 1971. When petitioner filed his original income tax returns for 1969, 1970 and 1971, he knew that each of them omitted gross receipts and tax due by a substantial amount.

On August 30, 1974 petitioner pleaded guilty to, and was convicted of, willfully making and subscribing his original return for 1971, which contained or was verified by a written declaration that it was made under penalties of perjury and which he did not believe to be true and correct as to every matter, in violation of section 7206(1), I.R.C. 1954. His conviction is final.

In 1969, 1970 and 1971 petitioner was a general surgeon. During the years in question petitioner's bookkeeper prepared two sets of books and records, one reflecting all receipts received and the other showing only the receipts reported on petitioner's original tax returns. The second set of books for 1969 and 1970 was prepared at the bookkeeper's initiative but with petitioner's knowledge. Petitioner requested that his bookkeeper prepare the second set of 1971 books for the purpose of presenting them to his former wife's attorney. *146 At petitioner's suggestion the second set of books reflected the average, or mean, income for a general surgeon. The second set of books and records consisted of receipts from insurance companies for which petitioner had received Forms 1099. It was petitioner's belief that, if he had not reported at least as much income as the amount for which he had received Forms 1099, the Internal Revenue Service computer would "kick out" his returns for auditing.

Bruno Bernabei prepared petitioner's original income tax returns for the years in issue. Mr. Bernabei did not request to see, nor was he shown, any books and records. He was given verbally the figures from which he prepared the returns.

OPINION

Due to concession and stipulation on the part of petitioner as to the fact, and amount, of underpayment of tax, the only issue remaining for our determination is whether the underpayment of tax in 1969, 1970 and 1971 is due to fraud within the meaning of section 6653(b). Fraud is an actual intentional wrongdoing; the intent required is the specific purpose to evade a tax believed to be owing. McGee v. Commissioner

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1979 T.C. Memo. 382, 39 T.C.M. 179, 1979 Tax Ct. Memo LEXIS 143, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bonucci-v-commissioner-tax-1979.