Brown v. Commissioner

1987 T.C. Memo. 110, 53 T.C.M. 246, 1987 Tax Ct. Memo LEXIS 106
United States Tax Court·Decided February 24, 1987·No. Docket No. 18577-83.·Unpublished·Cited by 1 cases

Opinion

WENDELL F. BROWN AND SIRONIA D. BROWN, Petitioners, v. COMMISSIONER OF INTERNAL REVENUE, Respondent.
Brown v. Commissioner
Docket No. 18577-83.
United States Tax Court
T.C. Memo 1987-110; 1987 Tax Ct. Memo LEXIS 106; 53 T.C.M. (CCH) 246; T.C.M. (RIA) 87110;
February 24, 1987.
Fergus B. Norton, for the petitioners.
Scott Anderson, for the respondent.

DRENNEN

MEMORANDUM FINDINGS OF FACT AND OPINION

DRENNEN, Judge: Respondent determined deficiencies in petitioners' Federal income tax and additions to tax as follows:

Income TaxAdditions to Tax
YearDeficienciesSection 6653(b) 1
1978$3,480.70 $1,740.35 
19797,669.903,834.95
19807,956.903,978.45

The issues for decision are: (1) whether petitioners failed to report taxable income for the years 1978, 1979 and 1980 in the amounts determined by respondent; and (2) whether petitioners*107 are liable for the additions to tax for fraud under section 6653(b) for years 1978, 1979 and 1980.

FINDINGS OF FACT

Some of the facts have been stipulated. The stipulations of fact and exhibits attached thereto are incorporated herein by this reference.

Petitioners are husband and wife whose legal residence at the time of filing the petition herein was Vinton, Virginia. Petitioners timely filed joint Federal income tax returns with the Internal Revenue Service Center, Memphis, Tennessee for the calendar years 1978, 1979 and 1980.

During a portion of the year 1978, petitioners owned and operated a restaurant known as the Skyline Restaurant in Roanoke, Virginia. During the years 1978, 1979 and 1980, petitioners owned and operated a restaurant known as the Stoplight Restaurant in Roanoke, Virginia. In 1980, petitioner Wendell F. Brown (hereinafter sometimes referred to as "Wendell"), was also engaged in the business of selling real estate. Petitioner, Sironia D. Brown (hereinafter sometimes referred to as "Sironia"), is the only child of Heinrich A. Diegmann (hereinafter referred to as "Heinrich") and Freida Katchen Diegmann (hereinafter referred to as "Freida"). Heinrich*108 was a citizen of West Germany and is now deceased. 2 Freida is also a citizen of West Germany.

Heinrich, then a retired West German civil servant, and Freida lived with petitioners for approximately six months during each of the three years in question. When not living with petitioners, Heinrich and Freida lived in West Germany. Sometime prior to the first year at issue in this case, Heinrich and Freida established a joint checking account at the Bank of Virginia, Branch Office in Vinton, Virginia. Heinrich transferred $1,498.84 3 in 1978, $3,272.81 in 1979 and $2,681.67 4 in 1980, a total of $7,453.32, from his accounts in West Germany to his account in Virginia. The record does not indicate how Heinrich used the funds transferred into his Virginia account.

*109 During the taxable years in issue, petitioners maintained two checking accounts and one savings account at the Bank of Virginia's branch in Vinton, Virginia. Said checking and savings accounts are hereinafter collectively referred to as "petitioners' bank accounts." Heinrich transferred funds either as gifts or loans to petitioners, 5 from his bank accounts in West Germany to petitioners' bank accounts. Respondent concedes petitioners received gifts from Heinrich in 1978 totaling $1,303.21, in 1979 totaling $910, and in 1980 totaling $1,100. Respondent also concedes petitioners received a cash gift of $207.10 in taxable year 1980 from Lola Brown, Wendell's mother. Conceded cash gifts received by petitioners during taxable years 1978, 1979 and 1980 total in the aggregate $3,520.31. Of this amount, $3,313.21 was received from Heinrich. 6

*110 Petitioners failed to maintain adequate books and records of the income they received during the years in issue. 7 Using the bank deposits and cash expenditures method, respondent determined petitioners failed to report $13,214.01 of taxable income in taxable year 1978, $25,854.84 in 1979, and $31,276.82 in 1980.

Wendell was convicted in 1981 for his involvement 8 with a gambling operation conducted in that year. No evidence was presented that Wendell or Sironia engaged in any illegal activity during the years in issue in this case.

OPINION

Unreported Income

Respondent*111 determined petitioners failed to report all of their taxable income during taxable years 1978, 1979 and 1980 using the bank deposits and cash expenditures method. The use of bank deposits in computing income has long been sanctioned by the courts. , affg. , cert. denied . Bank deposits are prima facie evidence of the receipt of income. , cert. denied ; . Respondent determined that petitioners' unexplained deposits and cash expenditures were taxable income. Petitioners therefore have the burden of showing that respondent's determination is not correct. , affd. .

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Brown v. Commissioner, 1987 T.C. Memo. 110, 53 T.C.M. 246, 1987 Tax Ct. Memo LEXIS 106 (tax 1987).

1987 T.C. Memo. 110 (Brown v. Commissioner) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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