BWIT Fifty-Fifth Street, Inc. v. Commissioner

1987 T.C. Memo. 516, 54 T.C.M. 858, 1987 Tax Ct. Memo LEXIS 512
CourtUnited States Tax Court
DecidedOctober 1, 1987
DocketDocket No. 43158-85.
StatusUnpublished
Cited by1 cases

This text of 1987 T.C. Memo. 516 (BWIT Fifty-Fifth Street, Inc. 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.

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BWIT Fifty-Fifth Street, Inc. v. Commissioner, 1987 T.C. Memo. 516, 54 T.C.M. 858, 1987 Tax Ct. Memo LEXIS 512 (tax 1987).

Opinion

BWIT FIFTY-FIFTH STREET, INC. d/b/a THE LEXINGTON GROUP, INC., Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
BWIT Fifty-Fifth Street, Inc. v. Commissioner
Docket No. 43158-85.
United States Tax Court
T.C. Memo 1987-516; 1987 Tax Ct. Memo LEXIS 512; 54 T.C.M. (CCH) 858; T.C.M. (RIA) 87516;
October 1, 1987.
*512 Richard E. Thigpen, Jr. and Richard M. Thigpen, for the petitioner.
Frank D. Armstrong, Jr., for the respondent.

KORNER

MEMORANDUM OPINION

KORNER, Judge: In his notice of deficiency respondent determined deficiencies in petitioner's Federal income tax as follows:

Year Ended
July 31Deficiency
1980$  9,643
1981119,219

After concessions, the sole issue for decision is whether petitioner is entitled to deduct compensation expense accrued but not paid during the years at issue.

This case was submitted for decision on fully stipulated facts pursuant to Rule 122. 1 The stipulation of facts and exhibits attached thereto are incorporated hereby by this reference.

*513 BWIT Fifty-Fifth Street, Inc. ("petitioner"), is a corporation whose principal place of business was in Charlotte, North Carolina, when it filed its petition herein. Petitioner is successor-in-interest to The Lexington Group, Inc. ("The Lexington Group"), a North Carolina Corporation. The Lexington Group was an accrual basis taxpayer with a July 31 fiscal year end. It filed Federal corporate income tax returns, Forms 1120, for both of the taxable years at issue.

The Lexington Group was incorporated on April 25, 1979, for the purpose of developing, renting, and selling real estate. During the taxable years at issue, it was involved in the acquisition of existing apartment complexes and the conversion of the apartments into condominiums for resale and rental.

The Lexington Group was controlled by three individuals -- John M. Parker, James R. Nisbet, and W. B. Simons -- during the years at issue. Parker, Nisbet, and Simons together owned 100 percent of The Lexington Group's stock, served as its principal officers, and together with Thurman D. Nail, made up its board of directors. 2 Parker, Simons, and Nisbet met almost daily during the taxable year at issue to discuss The Lexington*514 Group's business.

At a special meeting of The Lexington Group's board of directors held on May 23, 1979, the salaries of Parker, Nisbet, and Simons were set at $ 2,500 a month each. It was agreed that, due to cash flow problems The Lexington Group was encountering, only Parker's salary would be paid currently, and the others would accrue. The board of directors did not establish at the meeting when the accrued salaries were to be paid. The board of directors met again on December 31, 1979. At that meeting, a resolution was passed that "all salaries and bonuses accured [sic] at time of death will be paid in full to the deceased stockholder's estate."

During the year ended July 31, 1980, Parker, Simons, and Nisbet each received the following salary payments from The Lexington Group:

Payment
Parker$ 30,900
Simons30,000
Nisbet30,000

On July 31, 1980, the last day of The Lexington Group's fiscal year, letters were sent by Nail on behalf of The Lexington Group to Parker, Simons, and Nisbet. The letters stated that*515 the salaries of Parker, Simons, and Nisbet for the year ended July 31, 1980, had been set at $ 55,900 each; that they had been paid $ 30,900, $ 30,000, and $ 30,000, respectively, of their $ 55,900 salaries; and that the balance "is being accrued on the company's books as of July 31, 1980, and this amount is owed to you by the company as of this date." The letters stated further that "this accrued salary will be paid to you by the company when it's [sic] financial position so permits." The Lexington Group accrued the unpaid salaries on its books.

During the year ended July 31, 1981, Parker, Simons, and Nisbet each received the following salary payments from The Lexington Group:

Payment
Parker$ 34,500
Simons30,000
Nisbet30,000

On July 31, 1981, the last day of The Lexington Group's fiscal year, letters were sent by Nail on behalf of The Lexington Group to Parker, Simons, and Nisbet.

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1987 T.C. Memo. 516, 54 T.C.M. 858, 1987 Tax Ct. Memo LEXIS 512, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bwit-fifty-fifth-street-inc-v-commissioner-tax-1987.