CHARLTON v. COMMISSIONER

2001 T.C. Memo. 76, 81 T.C.M. 1439, 2001 Tax Ct. Memo LEXIS 98
CourtUnited States Tax Court
DecidedMarch 27, 2001
DocketNo. 11412-98; No. 11861-98
StatusUnpublished

This text of 2001 T.C. Memo. 76 (CHARLTON 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
CHARLTON v. COMMISSIONER, 2001 T.C. Memo. 76, 81 T.C.M. 1439, 2001 Tax Ct. Memo LEXIS 98 (tax 2001).

Opinion

FREDIE LYNN CHARLTON, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent and SARAH K. HAWTHORNE, F.K.A. SARAH K. CHARLTON, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
CHARLTON v. COMMISSIONER
No. 11412-98; No. 11861-98
United States Tax Court
T.C. Memo 2001-76; 2001 Tax Ct. Memo LEXIS 98; 81 T.C.M. (CCH) 1439;
March 27, 2001, Filed

Decision will be entered consistent with agreed computations submitted under Rule 155 by respondent and Hawthorne in docket No. 11861-98 and consistent with respondent's computations under Rule 155 in docket No. 11412-98.

In Charlton v. Commissioner, 114 T.C. 333 (2000), we held

   that (1) income from Medi-Task, a transcription service, is

   self-employment income attributable to Hawthorne (H), Charlton's

   (C's) former spouse; (2) expenses related to rental cabins are

   not deductible; and (3) C qualifies under sec. 6015(c), I.R.C.,

   for limitation of liability for tax resulting from the Medi-Task

   income. We ordered C and respondent (R) to compute C's liability

   under sec. 6015(d), I.R.C., as part of the Rule 155

   computations. After we filed our opinion in Charlton v.

   Commissioner, supra, R determined that H is entitled to relief

   under section 6015(f). C disagrees with R's determination.

     HELD: deductions related to Medi-Task are allocable to H.

   See sec. 6015(d)(3), I.R.C.

     HELD, *99 FURTHER, R's determination that H was entitled to

   relief under sec. 6015(f), I.R.C., was not an abuse of

   discretion.

Sarah K. Hawthorne, pro se.
Carl D. Inskeep, Sheila R. Pattison, Deborah H. Delgado and Lewis J. Hubbard, for respondent.
Colvin, John O.

COLVIN

SUPPLEMENTAL MEMORANDUM OPINION

COLVIN, JUDGE: This matter is before us to resolve a dispute arising in the Rule 1551 computations submitted by petitioner Fredie Lynn Charlton (Charlton) and respondent. Charlton sought relief under section 6015. 2

Following concessions, 3 we must decide the following issues:

1. Whether unclaimed Medi-Task*100 expenses totaling $ 2,050 are allocable to Hawthorne. We hold that they are.

2. Whether the self-employment tax deduction resulting from self-employment tax attributable to the unreported Medi-Task income is allocable to Hawthorne. We hold that it is.

3. Whether respondent's determination that Hawthorne is entitled to relief under section 6015(f) was an abuse of discretion. We hold that it was not.

BACKGROUND

Charlton and Hawthorne were married in 1989. They filed a joint tax return for 1994 on which they reported income from a medical transcription business called Medi-Task and deducted rental cabin expenses.

Respondent determined a deficiency for 1994 based in part on unreported Medi-Task income, self-employment tax related to Medi- Task, a $ 2,050 deduction for Medi-Task expenses which Charlton and Hawthorne had*101 not deducted, and rental cabin expense deductions which respondent denied.

Charlton and Hawthorne were divorced in 1996. Hawthorne received Medi-Task, and Charlton received the rental cabins as a part of their divorce settlement.

Charlton and Hawthorne filed petitions disputing respondent's determination and alleging that they each qualified for relief under section 6015. We held that Medi-Task income was self- employment income allocable to Hawthorne under sections 6017 and 1402(a)(5)(A). See Charlton v. Commissioner,

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Related

Deputy, Administratrix v. Du Pont
308 U.S. 488 (Supreme Court, 1940)
Commissioner v. Culbertson
337 U.S. 733 (Supreme Court, 1949)
BUTLER v. COMMISSIONER OF INTERNAL REVENUE
114 T.C. No. 19 (U.S. Tax Court, 2000)
Fernandez v. Commissioner
114 T.C. No. 21 (U.S. Tax Court, 2000)
Charlton v. Commissioner
114 T.C. No. 22 (U.S. Tax Court, 2000)
Cheshire v. Commissioner
115 T.C. No. 15 (U.S. Tax Court, 2000)
Greenberg's Express, Inc. v. Commissioner
62 T.C. No. 40 (U.S. Tax Court, 1974)
United States v. Marshall
526 F.2d 1349 (Ninth Circuit, 1975)

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Bluebook (online)
2001 T.C. Memo. 76, 81 T.C.M. 1439, 2001 Tax Ct. Memo LEXIS 98, Counsel Stack Legal Research, https://law.counselstack.com/opinion/charlton-v-commissioner-tax-2001.