Burdett v. Commissioner

1981 T.C. Memo. 739, 43 T.C.M. 229, 1981 Tax Ct. Memo LEXIS 4
CourtUnited States Tax Court
DecidedDecember 31, 1981
DocketDocket No. 7198-80.
StatusUnpublished

This text of 1981 T.C. Memo. 739 (Burdett 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
Burdett v. Commissioner, 1981 T.C. Memo. 739, 43 T.C.M. 229, 1981 Tax Ct. Memo LEXIS 4 (tax 1981).

Opinion

W. E. BURDETT and PAT BURDETT, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Burdett v. Commissioner
Docket No. 7198-80.
United States Tax Court
T.C. Memo 1981-739; 1981 Tax Ct. Memo LEXIS 4; 43 T.C.M. (CCH) 229; T.C.M. (RIA) 81739;
December 31, 1981.
Steven R. Sears, for the petitioners.
Linda J. Wise, for the respondent.

*5 SCOTT

MEMORANDUM FINDINGS OF FACT AND OPINION

SCOTT, Judge: Respondent determined deficiencies in petitioners' income tax for the calendar years 1976 and 1977 in the amounts of $ 576 and $ 719, respectively. The issues for decision are (1) whether petitioners are required to include in their income the $ 3,600 statutory expense allowance that petitioner W. E. Burdett received in each of the years 1976 and 1977 as coroner of Shelby County, Alabama, and, if so, have petitioners substantiated any deductible expenses in excess of the amounts allowed by respondent in his notice of deficiency incurred by Mr. Burdett as coroner of Shelby County and (2) whether petitioners have established that they are entitled to any charitable contributions deductions in each of the years here in issue in excess of the amounts allowed by respondent.

FINDINGS OF FACT

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

Petitioners, husband and wife, who resided in Montevallo, Alabama, at the time of the filing of their petition in this case, filed their joint Federal income tax returns for the calendar years 1976 and 1977 with the Atlanta Internal Revenue Service Center.

*6 In 1975 W. E. Burdett (petitioner) was elected to the Office of Coroner for Shelby County for a three-year term beginning in 1975. During the entire calendar years 1976 and 1977 petitioner served as coroner of Shelby County. In accordance with the provisions of the statutes of Alabama, petitioner was paid a salary of $ 1,200 per year and given an expense allowance of $ 3,600. Petitioner was reimbursed by the County Commission of Shelby County for mileage travelled in connection with his work as coroner at the rate of 12 cents per mile on the basis of statements of mileage travelled submitted by him to the County Commission. The salary of the coroner and the expense allowance were provided for by local laws of Alabama. 1 Petitioner submitted no statements to the County Commission in connection with or accounting for his expenditure of the $ 3,600 statutory expense allowance which he was granted during the years 1976 and 1977, and under the practice of the County Commission was not required to submit any such statements. In 1979 afer the investigation of his tax liability for the years here in issue began, petitioner submitted a "summary estimate" of his expenses for each of*7 the years 1976 and 1977 to the Commission. These summary estimates included round figure estimates for (1) mileage in addition to that compensated for in another account, (2) other transport, (3) meals and lodging, (4) supplies, (5) tools of the trade, (6) repair and maintenance, (7) required continuing education program expenses, and (8) miscellaneous. The total of these estimates for 1976 was $ 3,725 and for 1977 was $ 4,200.

*8 Petitioner in 1976 made nine trips from Montevallo to Montgomery to attend meetings of county coroners. It is approximately 75 miles from Montevallo to Montgomery. In addition, petitioner during 1976 travelled to Jacksonville, Alabama, which is approximately 85 miles from Montevallo on two different occasions to attend educational seminars provided for county coroners. In 1977 petitioner travelled on seven different occasions from Montevallo to Montgomery to attend meetings of coroners and travelled on one occasion to Jacksonville to attend seminars provided for county coroners. Petitioner did not claim reimbursement from the County Commission for the mileage travelled on these trips. In each of the years 1976 and 1977 petitioner purchased six packs of Polaroid film for $ 5.50 per pack and used this film in connection with his duties as coroner with respect to homicide cases. Petitioner was not reimbursed for this film.

Petitioner's position as coroner was part time. During each of the years 1976 and 1977 petitioner was also employed on a part-time basis by Hoffman-Rockco Funeral Home, Inc. During each of the years 1976 and 1977, petitioner paid $ 50 for an embalming license. *9 He did not deduct these expenditures as a business expense on his tax returns but did claim a deduction therefor at the trial, and counsel for respondent made no objection to this deduction not being specifically claimed in his petition.

Petitioners on their 1976 and 1977 returns claimed charitable contribution deductions in the amounts of $ 1,22 and $ 520, respectively. Many of the items claimed by petitioners to be charitable contributions consisted of payments for such items as gym clothes and lab fees for their children at public school and for tuition payments for a child who lived with them during the year 1976 at a private school. Also included among the items deducted as charitable contributions were amounts spent to purchase oranges from a charitable organization. Some of the oranges purchased were consumed by petitioners and some were contributed to Thanksgiving baskets distributed by petitioners' church.

During 1976 and 1977 factions had developed in the Baptist Church which petitioners had been attending in Montevallo and petitioners often attended other churches. When petitioners attended these churches, they made cash contributions.

Respondent in his notice*10 of deficiency to petitioners increased their income as reported by the $ 3,600 statutory expense allowance received by petitioner. Respondent also disallowed the charitable contributions deduction claimed by petitioners except to the extent of $ 171.75 in 1976 and $ 295.45 in 1977.

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Related

Cockrell v. Commissioner
38 T.C. 470 (U.S. Tax Court, 1962)

Cite This Page — Counsel Stack

Bluebook (online)
1981 T.C. Memo. 739, 43 T.C.M. 229, 1981 Tax Ct. Memo LEXIS 4, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burdett-v-commissioner-tax-1981.