Diez-Arguelles v. Commissioner

1984 T.C. Memo. 356, 48 T.C.M. 496, 1984 Tax Ct. Memo LEXIS 316
CourtUnited States Tax Court
DecidedJuly 12, 1984
DocketDocket Nos. 20720-81, 4997-82.
StatusUnpublished

This text of 1984 T.C. Memo. 356 (Diez-Arguelles 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
Diez-Arguelles v. Commissioner, 1984 T.C. Memo. 356, 48 T.C.M. 496, 1984 Tax Ct. Memo LEXIS 316 (tax 1984).

Opinion

ERNESTO A. AND CHRISTINA DIEZ-ARGUELLES, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Diez-Arguelles v. Commissioner
Docket Nos. 20720-81, 4997-82.
United States Tax Court
T.C. Memo 1984-356; 1984 Tax Ct. Memo LEXIS 316; 48 T.C.M. (CCH) 496; T.C.M. (RIA) 84356;
July 12, 1984.
Ernesto A. and Christina Diez-Arguelles, *317 pro se.
Lauren W. Gore, for the respondent.

SHIELDS

MEMORANDUM FINDINGS OF FACT AND OPINION

SHIELDS, Judge: Separate notices of deficiencies were issued by the respondent to the petitioners in which respondent determined that there were deficiencies in the income taxes due from the petitioners for 1978 and 1979 in the amounts of $1,564.00 and $2,681.08, respectively. A separate petition was filed by the petitioners for each year but the cases were consolidated for trial, briefing and opinion. Thereafter by amended answer the respondent increased the deficiency determined for the year 1978 from $1,564.00 to $3,462.36. The issues for decision are: (1) whether petitioners are entitled under section 1661 to deduct uncollectible child support as a bad debt, and (2) whether petitioners are entitled to deduct certain real estate taxes and interest on a home mortgage.

FINDINGS OF FACT

Some of the facts have been stipulated and are so found. The stipulation of facts and exhibits attached thereto are incorporated herein*318 by reference.

Petitioner resided in Wheaton, Illinois, at the time the petition was filed in this case.

Bad Debt Deduction

In 1972, petitioner, Christina Diez-Arguelles ("Christina"), was divorced from her former husband, Kevin Baxter, and was granted custody of their two minor children. Pursuant to a property settlement agreement, which was incorporated into the divorce decree, Mr. Baxter agreed to pay Christina $300 per month for child support. Mr. Baxter failed to make full payment of his obligation for child support during the years 1972 through 1978 and by the end of 1978 he was in arrears by the amount of $4,325.00. During 1979 he paid only $600.00 in child support and consequently at the end of 1979 was in arrears by another $3,000.00. On their 1978 return the petitioners treated the $4,325.00 then due from Mr. Baxter as a nonbusiness bad debt and deducted the amount from their gross income as a short-term capital loss. On their 1979 return they deducted the $3,000.00 in the same manner. Respondent disallowed both deductions in their entirety.

Because of Mr. Baxter's failure to meet his support obligations, the petitioners had to bear the entire support of*319 the two children from the date of the divorce in 1972 through 1979. The amount of such support borne by the petitioners through the end of 1978 exceeded the support payments made by Mr. Baxter during that period by at least $4,325.00. The amount of such support borne by them during 1978 exceeded the support payments made by Mr. Baxter in that year by more than $3,000.00.

Over the years Christina has diligently attempted to collect the support payments from Mr. Baxter. She has returned to the divorce court on several occasions and has received judgments and supplemental orders against him but to the date of trial she had been unable to collect the amount deducted on the joint returns for 1978 and 1979.

Real Estate Taxes and Mortgage Interest Deductions

In 1975, petitioner, Ernesto Diez-Arguelles ("Ernesto"), was divorced from Vivien Diez-Arugelles. Pursuant to the divorce decree and the property settlement agreement, which was incorporated therein, Vivien retained custody of their minor children and was to receive alimony and child support from Ernesto. Vivien also received the right to remain in the marital residence until their youngest child reached the age of*320 eighteen years, at which time the residence was to be sold and the proceeds divided between Ernesto and Vivien as specified in the agreement. The agreement further provided that Vivien was obligated to "make the mortgage payments on the merital premises." The monthly mortgage payments on the home which Vivien was obligated to pay included amounts for interest and real estate taxes, but the agreement also provided that Ernesto was to "have the right to claim for income tax purposes interest payments and taxes on the marital home." He also had the right to claim the children as dependents.

During the years 1978 and 1979, Ernesto paid alimony to Vivien in the respective amounts of $8,500.00 and $8,550.00. Vivien made the monthly mortgage payments on the marital residence which included the following:

19781979
Real Estate Taxes$1,232.44$1,253.96
Interest2,992.762,947.48

On their 1978 and 1979 income tax returns petitioners deducted the amounts paid by Vivien for real estate taxes and interest. Respondent disallowed the deductions in their entirety.

OPINION

*321 Under section 166(d) a noncorporate taxpayer may deduct nonbusiness bad debts as a short-term capital loss in the year such debts become completely worthless.

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Related

Cioffi v. United States
419 U.S. 917 (Supreme Court, 1974)
Long v. Commissioner of Internal Revenue
96 F.2d 270 (Ninth Circuit, 1938)
Tracy v. Commissioner of Internal Revenue
70 F.2d 93 (Sixth Circuit, 1934)
Jolson v. Commissioner
3 T.C. 1184 (U.S. Tax Court, 1944)
Swenson v. Commissioner
43 T.C. 897 (U.S. Tax Court, 1965)
Nicodemus v. Commissioner
26 B.T.A. 125 (Board of Tax Appeals, 1932)
Long v. Commissioner
35 B.T.A. 479 (Board of Tax Appeals, 1937)
Kohlsaat v. Commissioner
40 B.T.A. 528 (Board of Tax Appeals, 1939)

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Bluebook (online)
1984 T.C. Memo. 356, 48 T.C.M. 496, 1984 Tax Ct. Memo LEXIS 316, Counsel Stack Legal Research, https://law.counselstack.com/opinion/diez-arguelles-v-commissioner-tax-1984.