Bradley v. Commissioner

1985 T.C. Memo. 466, 50 T.C.M. 975, 1985 Tax Ct. Memo LEXIS 168
United States Tax Court·Decided September 4, 1985·No. Docket No. 9226-84.·Unpublished

Opinion

JOE E. BRADLEY, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Bradley v. Commissioner
Docket No. 9226-84.
United States Tax Court
T.C. Memo 1985-466; 1985 Tax Ct. Memo LEXIS 168; 50 T.C.M. (CCH) 975; T.C.M. (RIA) 85466;
September 4, 1985.
Joe E. Bradley, pro se.
Henry T. Schafer and Blake W. Ferguson, for the respondent.

COHEN

MEMORANDUM FINDINGS OF FACT AND OPINION

COHEN, Judge: Respondent determined a deficiency of $143,641 in petitioner's Federal income taxes for 1978 and additions to tax of $35,964 under section 6651(a) 1 and $7,193 under section 6653(a). After concessions, there remain in dispute various adjustments to income, deductions claimed on Schedules A, C, and E, investment tax credits, recomputation of self-employment tax, and the additions to tax for late filing of the return and for negligence. As recomputed on a schedule attached to respondent's trial memorandum filed June 13, 1985, the items remaining in dispute reflect a deficiency of $38,621 and additions to tax under section 6651(a) of $9,709 and under section 6653(a) of $1,942.

*170 FINDINGS OF FACT

Some of the facts have been stipulated, and the stipulations are incorporated herein by this reference. Petitioner was a resident of Anchorage, Alaska, at the time he filed his petition herein. On or after June 10, 1980, he filed his individual income tax return for 1978.

During 1978, petitioner constructed certain duplexes, which were thereafter held for sale. In relation to the duplexes, he incurred various expenses for subcontractors, supplies, and construction period interest.

Prior to 1978, petitioner purchased a 1978 Chevrolet 4-by-4 pickup truck. That vehicle was disposed of in or about February 1978. Thereafter petitioner operated a different vehicle for use in relation to his business and rental activities and for personal purposes such as grocery shopping.

On his tax return for 1978, petitioner claimed deductions and investment credits in relation to the duplexes constructed by him during that year and the vehicle operated by him during that year. He also claimed a variety of other expenses on Schedules A, C, and E. In addition to items no longer in issue, amounts claimed by petitioner on his return but disallowed by respondent are as follows: *171

Claimed on Schedule AAmount
Medical Expenses$3,172
Taxes584
Interest4,868
Contributions180
Miscellaneous Deductions70
Claimed on Schedule C
Advertising582
Depreciation1,133
Insurance1,445
Interest5,088
Legal Expenses2,204
Repairs69
Supplies147
Utilities469
Subcontract2,183
Concrete7,567
Gas341
Claimed on Schedule E
Subcontract255
Supplies226
Legal1,495
Insurance939
Utilities1,222
Taxes89
Gas340
Truck Maintenance34
General Maintenance678
Advertising19
Dues16
Bank Charges26
Deposit Refund500
Depreciation5,570

The foregoing items were disallowed because petitioner failed to substantiate that the amounts claimed were ordinary and necessary business expenses or were expended for the purpose designated. Respondent also recomputed (1) petitioner's reported gains from sale of the 1978 truck and from sale of certain real property, (2) investment tax credit, and (3) self-employment tax.

On or about August 26, 1982, a revenue agent sent to petitioner a letter requesting records relating to petitioner's 1978 return. Thereafter, in proceedings relating to a summons served on petitioner*172

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Bradley v. Commissioner, 1985 T.C. Memo. 466, 50 T.C.M. 975, 1985 Tax Ct. Memo LEXIS 168 (tax 1985).

1985 T.C. Memo. 466 (Bradley v. Commissioner) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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