Edwin Jones Montgomery, Sr. And Dorothy Scott Montgomery v. Commissioner of Internal Revenue

367 F.2d 917
CourtCourt of Appeals for the Ninth Circuit
DecidedNovember 14, 1966
Docket20451
StatusPublished
Cited by25 cases

This text of 367 F.2d 917 (Edwin Jones Montgomery, Sr. And Dorothy Scott Montgomery v. Commissioner of Internal Revenue) is published on Counsel Stack Legal Research, covering Court of Appeals for the Ninth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Edwin Jones Montgomery, Sr. And Dorothy Scott Montgomery v. Commissioner of Internal Revenue, 367 F.2d 917 (9th Cir. 1966).

Opinion

*918 ELY, Circuit Judge:

The Tax Court, without a written opinion, granted the Commissioner’s motion to dismiss a petition for redetermination of income tax deficiencies. It also denied a motion to set aside the order of dismissal. The petitioners, husband and wife, 1 seek review, invoking our jurisdiction under 26 U.S.C. § 7482.

The noticed deficiencies were for the taxable years 1957, 1958, 1959, and 1960. The Commissioner’s notice of his determination was mailed on December 12, 1963. The taxpayer, within the prescribed ninety-day period, filed his petition for redetermination with the Tax Court on March 12, 1964. Thirty-five days thereafter, on April 17, 1964, the Commissioner moved that the petition be dismissed for taxpayer’s failure properly to prosecute. The taxpayer amended his petition, and at a hearing held on May 27, 1964, the Tax Court held that the petition remained defective and ordered that an adequate amended petition be filed not later than August 20, 1964, or that taxpayer, on August, 26, 1964, show cause as to why the motion to dismiss his petition should not be granted. On August 18,1964, the amended petition was filed. The Commissioner answered on September 17, 1964, and on December 30, 1964, the case was set to be heard in San Francisco, California, on April 5, 1965.

On March 1, 1965, the taxpayer filed a written motion that the hearing be continued to the Fall Session of the Tax Court. The declared grounds therefor were the representation that the obligation of taxpayer’s employment prevented his taking the necessary time to travel to three cities and obtain records with which to support deductions which had been rejected in the determination of the deficiencies.

In his original petition, the taxpayer had averred that “The normally available records to substantiate all of the items disallowed were destroyed by fires.” The Commissioner, in resisting the motion for continuance, pointed to that which he believed to be inconsistent in the later representation that substantiating records, located in Tucson, Arizona, and Sacramento, California, were extant.

The Tax Court denied the motion for continuance and reset the hearing for April 7, 1965. 2 On that day, the hearing commenced. After the taxpayer had testified at length, the Tax Court was of the view that he had presented “not one iota of evidence” to support the disputed items of deduction. His counsel was reminded that the burden rested upon the taxpayer, whereupon the motion for continuance was orally renewed. It was denied, and the taxpayer refused to attempt to produce further evidence. The court invited additional explanation for the apparent lack of diligence in preparation, and taxpayer’s counsel offered in excuse that the demands of his client’s employment had been all consuming and that taxpayer believed that the times which had been fixed for the production *919 of records were too restrictive. The Commissioner then orally moved that the petition be dismissed for lack of prosecution. On April 15, 1965, the Tax Court granted the motion and sustained the determination of deficiencies.

The taxpayer moved to set aside the dismissal, supporting it with an affidavit in which he averred, generally, that he had suffered a severe financial loss in 1950, that all his time in the intervening years had been expended in efforts to regain his former economic position, that a fire had destroyed some of his records, and that it had thus been impossible for him to obtain the records to support his claims.

The motion was denied on May 12, 1965, whereupon there followed the petition which is before us.

The grounds which were set forth in support of the motion to vacate the order of dismissal were essentially the same as those which are claimed to have required that the Tax Court grant taxpayer’s motions for continuance. If the denials of a continuance were justified, then there is no sound basis for the attack upon the order of dismissal. There is inherent power in a court, acting within the “permissible range” of its discretion, to dismiss a civil action for lack of prosecution. Link v. Wabash Railroad Co., 370 U.S. 626, 633, 82 S.Ct. 1386, 8 L.Ed.2d 734 (1962).

Motions for continuances are addressed to the sound discretion of a court. United States v. Pacific Fruit & Produce Co., 138 F.2d 367 (9th Cir. 1943). That actions taken upon them should properly rest upon the exercise of judicial discretion precludes the application of precise, inflexible rules. It therefore becomes necessary to review certain facts which were properly to be considered by the Tax Court.

The taxpayer has earned two college degrees. He is an engineer. He has been employed as a teacher and has given instruction in mathematics. After graduating from college in 1936, he amassed a fortune of a quarter of a million dollars within ten years. In 1950, he suffered a severe reverse in his financial life. Since that time, he has, according to his testimony, “habitually worked nights and weekends.” He has worked in many areas of employment, including, as stated by his counsel, “as a sort of freelance engineer or salesman.” It was in connection with his “freelance” activities that the taxpayer claimed business expenses which the Commissioner disallowed. 3 His deduction of relatively large amounts of business expenses resulted in substantial claims of business losses. In his regular “full-time” employment, the taxpayer earned an average amount of $12,000 for each of the years 1950-1960. He voluntarily paid federal income taxes of slightly over $800 for all of these years. From his side employments in these years, he reported less than $50 of income and more than $5000 in expenses. 4

The taxpayer was no stranger to tax obligations and practices of the Internal Revenue Service. There had been a dispute, eventually adjusted by compromise, involving his income tax obligations for the years 1952,1953, 1955, and 1956.

*920 The present dispute has been pending since November, 1959, when the investigation of the Internal Revenue Service began. For over four years, until the notice of deficiency was mailed on December 12, 1963, agents of the Service had sought to obtain evidence to substantiate the taxpayer’s claims. On April 4, 1961, the Service wrote the taxpayer a letter which pertained to the need for the substantiating evidence. The taxpayer answered the requests in a series of letters, one of them written on July 15,1962. Among other comments, he represented that his records had been burned, but that, with time, he would be able to produce records which would support his position.

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