Desmond v. Commissioner

1980 T.C. Memo. 463, 41 T.C.M. 196, 1980 Tax Ct. Memo LEXIS 120
CourtUnited States Tax Court
DecidedOctober 20, 1980
DocketDocket No. 660-78.
StatusUnpublished

This text of 1980 T.C. Memo. 463 (Desmond 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
Desmond v. Commissioner, 1980 T.C. Memo. 463, 41 T.C.M. 196, 1980 Tax Ct. Memo LEXIS 120 (tax 1980).

Opinion

WILLIAM DESMOND and DORTHY DESMOND, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Desmond v. Commissioner
Docket No. 660-78.
United States Tax Court
T.C. Memo 1980-463; 1980 Tax Ct. Memo LEXIS 120; 41 T.C.M. (CCH) 196; T.C.M. (RIA) 80463;
October 20, 1980, Filed
Wayne A. Smith, for the petitioners.
Harry Beckhoff, for the respondent.

SCOTT

MEMORANDUM FINDINGS OF FACT AND ORINION

SCOTT, Judge: Respondent determined a deficiency in petitioners' income tax and an addition to tax under section 6653(a), I.R.C. 1954, 1 for calendar year 1973 in the amounts of $42,882 and $2,144, respectively. Some of the issues raised by the pleadings have been disposed of by the parties, leaving for our decision: (1) whether petitioners are entitled to a $287,165 ordinary and necessary business expense deduction in 1973 for expenditures associated with their cost of goods sold; (2) whether petitioners realized additional income in the amount of $1,964 as a result of withholding*121 "camp rent and board" from their employees' wages; and (3) whether any part of petitioners' underpayment of income taxes is due to negligence or intentional disregard of the rules and regulations within the meaning of section 6653(a).

FINDINGS OF FACT

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

William Desmond (petitioner) and Dorothy Desmond, husband and wife, who resided in Phoenix, Arizona, at the time of filing their petition in this case, timely filed their joint Federal income tax return for calendar year 1973 with the Internal Revenue Service Center, Ogden, Utah.

During 1973 petitioner was engaged in the business of commercial lettuce packing under the trade name of Bill Desmond Packing Company, a sole proprietorship. Farmers retained petitioner to harvest their lettuce crops when mature. In addition to harvesting the lettuce, petitioner was responsible for packing and hauling the lettuce to vacuum cooling plants.

To perform these business activities petitioner hired a crew of workers who were*122 primarily of Mexican origin. Normally the work crew included persons with the following work functions: (1) folders and stitchers, who unfold flattened cartons into three-dimensional containers and stitch the sides; (2) cutters and packers, who work as a trio--2 cutters and 1 packer--to sever the lettuce and place the head in a carton; (3) closers, who shut and staple each carton after it is completely filled; (4) loaders, who load the cartons onto the truck; (5) truck drivers, who drive the trucks to the cooling plant; (6) field foremen, who oversee the cutters, packers, closers and loaders, and are responsible for maintaining field records to reflect wages due and earnings paid to these workers; (7) a field supervisor, who oversees the entire harvesting process; and (8) if necessary to cleanse the lettuce, a water boy. In 1973 the field supervisor was petitioner's son, Larry.

During the year in issue petitioner was hired to harvest lettuce in Arizona and Colorado. In spring 1973 petitioner's crews harvested lettuce on the Anthony Farm in Chandler, Arizona (Chandler project), and in summer 1973 the crews harvested lettuce in Alamosa, Colorado (Colorado project). In fall 1973*123 petitioner's crews returned to Arizona to harvest lettuce in Marana (Marana project).

For each harvesting project petitioner maintained a camp where laborers would sleep and eat their meals if they did not return home for the night. Meals served at the camp were prepared by a hired cook. While petitioner paid for the expense of maintaining the camp, the costs of groceries and meal preparation were deducted from the paychecks of the workers who ate the camp meals.

Petitioner also incurred the expense of providing such field supplies as cartons and staples. Additionally, where a farmer hired petitioner to harvest lettuce in a region a long distance from the area in which petitioner hired his crews, in order to assure the existence of a complete work force petitioner sometimes supplied either transportation or money to crew members in payment of their transportation costs. These transportation expenditures were not deducted from the workers' wages.

The farmers who hired petitioner compensated him on the basis of numbers of cartons packed by petitioner's crews. In turn, petitioner based his laborers' wage scale on the number of cartons filled, the worker's job function, the*124 location of the lettuce field, and the condition of the field.

Pursuant to petitioner's wage system, each field foreman was responsible for preparing the daily field payroll sheets for members of his crew. These payroll spreads noted the wages owed each cutter, packer, closer and loader for work performed during each workday, and normally each sheet contained data on the work each laborer performed over one calendar week. Additionally, because crew members often required advances against the wages earned, where these advances were paid the field foremen noted the amounts of the advances on the weekly payroll sheets. At the end of each week, the field supervisor submitted to these workers the balance of their wages.

The folders, stituchers, truck drivers, and field supervisors were not included in the field foreman's crew. Therefore the earnings due to each of these workers were not included on the daily payroll sheets. Rather, these workers were paid directly by petitioner.

When petitioner was unable to hire a sufficient number of laborers to completely harvest a project, he subcontracted a second commercial packer who would supply a crew to assist in the harvesting. As in*125

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Bluebook (online)
1980 T.C. Memo. 463, 41 T.C.M. 196, 1980 Tax Ct. Memo LEXIS 120, Counsel Stack Legal Research, https://law.counselstack.com/opinion/desmond-v-commissioner-tax-1980.