Chichester v. United States

185 Ct. Cl. 591, 22 A.F.T.R.2d (RIA) 5712, 1968 U.S. Ct. Cl. LEXIS 11, 1968 WL 9156
CourtUnited States Court of Claims
DecidedOctober 18, 1968
DocketNo. 149-66
StatusPublished
Cited by4 cases

This text of 185 Ct. Cl. 591 (Chichester v. United States) is published on Counsel Stack Legal Research, covering United States Court of Claims primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Chichester v. United States, 185 Ct. Cl. 591, 22 A.F.T.R.2d (RIA) 5712, 1968 U.S. Ct. Cl. LEXIS 11, 1968 WL 9156 (cc 1968).

Opinion

Per Curiam::

This case was referred to Trial Commissioner Eoald A. Hogenson with directions to make findings of fact and recommendation for conclusions of law under the order of reference and Eule 57(a). The Commissioner has done so in an opinion and report filed on May 16,1968. On June 24, 1968 defendant filed a motion to adopt the findings, opinion and conclusion of the Trial Commissioner and on July 8, 1968 plaintiffs moved that the court adopt and print the findings of fact, opinion and conclusion of law made by the Trial Commissioner as the findings, opinion and conclusion of the court. Since the court agrees with the Commissioner’s opinion, findings and recommended conclusion of law, as hereinafter set forth, it grants the motions of the parties and hereby adopts the same as the basis for its judgment in this case without oral argument. Plaintiffs are, therefore, entitled to recover and judgment is entered for plaintiffs with the amount of recovery to be determined pursuant to Eule 47(c).

OPINION OE COMMISSIONER

Hogenson, Commissioner:

In this federal income tax case, plaintiffs sue to recover the sum of $5,544.29, plus interest from the date of payment as provided by law, paid by them on or about June 21, 1965, as a result of a tax deficiency assessed by the Internal Eevenue Service on their 1962 return.

The only issue is the amount of the deduction allowable pursuant to section 165(a) of the Internal Revenue Code of 1954, 26 U.S.C. § 165(a) (1958), as a loss for damage done to plaintiffs’ residential property by a windstorm on October 12,1962. Not in dispute is the proper method of valuation of the loss, hereinafter set forth as a conclusion of law.

After a full review of the record and upon consideration of the requested findings of fact and briefs of the parties, it is my opinion based upon the following detailed and ultimate findings of fact and conclusions of law, that plaintiffs sustained a casualty loss (not compensated for by insurance) in the sum of $600 on October 12,1962, that such amount was deductible in their 1962 federal income tax return, and that to the extent to which they have overpaid [593]*593their federal income tax by not being allowed a deduction in that amount, plaintiffs are entitled to recover, with the amount of recovery to be determined in further proceedings pursuant to Eule 47(c).

FINDINGS oe Fact

1. Plaintiffs are husband and wife. The principal office and place of business of the husband is 1919 N.W. Kearney Street, Portland, Oregon, and plaintiffs reside at 10965 S.W. Walker Eoad, Beaverton, Oregon.

2. Plaintiffs duly filed with the District Director of Internal Eevenue at Portland, Oregon, an income tax return (Form 1040) for the year ended December 31, 1962, which return showed an overpayment of tax in the amount of $6,943.29 which was credited to plaintiffs’ 1963 estimated tax.

3. In their tax return plaintiffs claimed a $31,000 casualty loss ($33,000 loss minus $2,000 insurance recovery) for damage done to their residential property by a windstorm on October 12,1962.

4. Thereafter, on or about March 22, 1965, the District Director of Internal Eevenue audited the return and issued to plaintiffs a notice of deficiency in the amount of $5,544.29 for the year ending December 31, 1962. On or about June 21, 1965, plaintiffs paid such deficiency, together with interest accrued to the date of payment.

5. On or about June 23, 1965, plaintiffs filed with the District Director of Internal Eevenue at Portland, Oregon, a claim for refund (Form 843) for the year ending December 31,1962, in the amount of $5,544.29.

6. A statutory notice of disallowance of the claim for refund was issued to plaintiffs by the Internal Eevenue Service on April 18,1966. The petition in this case was filed on May 10,1966.

7. In 1956 plaintiffs purchased for $13,000, 4.45 acres of heavily wooded unimproved land in Beaverton, Oregon. The lot is rectangular in shape and is 290 feet in width and 675.1 feet in depth. A timber cruise, made shortly after plaintiffs’ [594]*594purchase of the property, reflected that there were 200,000 feet of timber on the land. This cruise did not take into consideration small trees or deciduous trees.

8. The property is located on the side of a knoll approximately 9 miles west of downtown Portland, Oregon. The lowest point of the property is in the southwest corner, and it slopes upward to an elevation of 20 to 25 feet to the northeast comer and the east line.

9. Subsequent to the purchase of the land in 1956, plaintiffs built in 1960 a split-level house of conventional design on the central portion of the property. The house was located approximately 500 feet from Walker Eoad and was reached by a private driveway.

The dwelling was frame with approximately 2,776 square feet of living area, not including basement. Adding a finished recreation room in the basement and an adjoining game room, the living area totaled 4,000 square feet. It had four bedrooms, two and one-half baths, three fireplaces, finished daylight basement, forced air oil heat, drywall interior construction, with parquet and other hardwood flooring, complete concrete foundation, porches and sundeck. A two-car carport was located beneath the sundeck area.

10. On October 12,19.62, a windstorm struck the Portland, Oregon, area and damaged trees growing on plaintiffs’ residential property. The residence was not damaged to any extent.

11. The trees damaged by the storm were natural growth. They were not planted on the property by the plaintiffs, nor were they rare or ornamental trees and shrubs. By actual count, 89 mature trees were damaged, and of these, about one-half were either uprooted or broken off at or near the base. There were approximately 500 mature trees on the land prior to the windstorm.

12. Immediately after the windstorm the property was still heavily wooded, although not as densely as before. The greater part of the trees which had been uprooted or damaged by- the windstorm had not been removed prior to the date of the trial in 1967. The plaintiffs did not retain others to clear or clean up the damage.

[595]*59513. Plaintiff, Paul R. Chichester, testified that immediately before the storm the property had a fair market value of $81,500, and that immediately after the storm the property had a fair market value of $67,000. Mr. Chichester, a manufacturer’s representative, is not a real estate expert and has been involved in only four real estate transactions during his lifetime, all residential properties. When he prepared his 1962 federal income tax return, he then valued the property at $108,000 prior to the storm damage and claimed a loss (or decrease in value) of $33,000. He changed his opinion within 6 months prior to the trial of this case.

Mr. Chichester’s opinion of $81,500 fair market value before the windstorm is based on his estimate of the amount plaintiffs had invested in the property.

Mr.

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Bluebook (online)
185 Ct. Cl. 591, 22 A.F.T.R.2d (RIA) 5712, 1968 U.S. Ct. Cl. LEXIS 11, 1968 WL 9156, Counsel Stack Legal Research, https://law.counselstack.com/opinion/chichester-v-united-states-cc-1968.