Bowen v. Commissioner

1970 T.C. Memo. 149, 29 T.C.M. 645, 1970 Tax Ct. Memo LEXIS 211
CourtUnited States Tax Court
DecidedJune 10, 1970
DocketDocket No. 1671-68.
StatusUnpublished

This text of 1970 T.C. Memo. 149 (Bowen 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
Bowen v. Commissioner, 1970 T.C. Memo. 149, 29 T.C.M. 645, 1970 Tax Ct. Memo LEXIS 211 (tax 1970).

Opinion

William Allen Bowen, Jr. v. Commissioner.
Bowen v. Commissioner
Docket No. 1671-68.
United States Tax Court
T.C. Memo 1970-149; 1970 Tax Ct. Memo LEXIS 211; 29 T.C.M. (CCH) 645; T.C.M. (RIA) 70149;
June 10, 1970, filed
William Allen Bowen, Jr., pro se, 724 Bank of New Mexico Bldg., Albuquerque, N. Mex. John M. Wylie, for the respondent.

ATKINS

Memorandum Findings of Fact and Opinion

ATKINS, Judge: The respondent determined a deficiency in income tax for the taxable year 1965 in the amount of $354.10. The only issue presented for determination is whether the respondent erred in disallowing dependency exemption deductions claimed for two of petitioner's children.

Findings of Fact

Some of the facts have been stipulated and are incorporated herein by this reference. For the taxable year 1965, petitioner was a resident of Oxnard, California, *212 and filed his individual Federal tax return with the district director of internal revenue at Los Angeles, California. At the time of the filing of the petition herein he resided in Jefferson City, Tennessee.

Prior to 1962 petitioner had been married to Mildred June Bowen. The following children were born during the marriage:

NameDate of Birth
Laura Lee BowenApril 2, 1945
Barbara Joan BowenDecember 30, 1946
Nancy Jane BowenSeptember 7, 1950
James Allen Willoughby BowenDecember 30,

On September 14, 1962, the Superior Court of the State of California for the County of Ventura (Oxnard Branch) entered an interlocutory judgment divorcing the petitioner and Mildred June Bowen. On September 17, 1963, the court entered a final judgment of divorce. Mildred June Bowen was awarded custody of the four children and petitioner was allowed to have visitation rights. She was also awarded possession of the family residence and most of its furnishings and a small automobile. Petitioner was ordered to pay to Mildred June Bowen $75 per month for the support of each of the four children. Petitioner was further ordered to pay $175 per month to his former wife as alimony.

*213 Subsequently Mildred June Bowen instituted further proceedings with respect to the amount of alimony and child support. On June 30, 1964, the Superior Court entered an order directing petitioner to pay Mildred June Bowen $108 per month each for the support of Laura and Barbara Bowen, leaving the support payments for the other two children the same as before. Prior to entering its order the court issued a Memorandum of Opinion on May 1, 1964, which contains the following:

Plaintiff submitted evidence of her present costs of living for herself and the four children over a 16 month period. In analyzing this I eliminated some items, reduced a few and rounded out to the even dollar. I came up with the following list:

taxes$ 546.00
college564.00
insurance214.00
Christmas130.00
medical866.00
miscellaneous household500.00
utility and telephone555.00
children - general1,681.00
auto (repairs & gas)377.00
clothing (combination of figures)800.00
food3,400.00
incidental cash400.00
payments to defendant400.00
vacation 285.00
$10,718.00

During the entire taxable year 1965, Mildred June Bowen continued to live in the family residence*214 in Oxnard, California. Pursuant to the terms of the divorce decree, petitioner paid his former wife $2,100 as alimony in 1965. He also gave her an additional $300 in 1965. Sometime in 1964, subsequent to the modification of the support arrangement, petitioner's former wife became employed as a secretary in a law firm. She continued in this employment during the entire year 1965, although on a less than full-time basis. She had a heart condition which, although not completely debilitating, forced her to forego a full work load.

During 1965, Mildred June Bowen retained possession of the small automobile. Although greatly in need of repair, this automobile was used by the daughter Laura on weekend trips between home and college. 646 Sometime in 1965, petitioner's former wife also acquired an additional automobile.

During the taxable year 1965, the daughter Laura was not married. During the month of January 1965 she lived in a dormitory at Redlands College in California. During the months of February through August of 1965, she was in Europe. During the months of September through December of 1965, she lived in a dormitory at Redlands College in California.

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Related

Milgroom v. Commissioner
31 T.C. 1256 (U.S. Tax Court, 1959)

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Bluebook (online)
1970 T.C. Memo. 149, 29 T.C.M. 645, 1970 Tax Ct. Memo LEXIS 211, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bowen-v-commissioner-tax-1970.