Estate of Masquelette v. Commissioner

1955 T.C. Memo. 221, 14 T.C.M. 879, 1955 Tax Ct. Memo LEXIS 114
CourtUnited States Tax Court
DecidedAugust 9, 1955
DocketDocket Nos. 31543, 38288.
StatusUnpublished

This text of 1955 T.C. Memo. 221 (Estate of Masquelette 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
Estate of Masquelette v. Commissioner, 1955 T.C. Memo. 221, 14 T.C.M. 879, 1955 Tax Ct. Memo LEXIS 114 (tax 1955).

Opinion

Estate of F. G. Masquelette, Deceased, Houston Bank & Trust Company, Executor, and Sarah Olive Masquelette v. Commissioner. Edwin L. Bruhl and Lillian Marie Bruhl v. Commissioner.
Estate of Masquelette v. Commissioner
Docket Nos. 31543, 38288.
United States Tax Court
T.C. Memo 1955-221; 1955 Tax Ct. Memo LEXIS 114; 14 T.C.M. (CCH) 879; T.C.M. (RIA) 55221;
August 9, 1955
*114 Aaron Goldfarb, Esq., for the petitioners. John P. Higgins, Esq., for the respondent.

LEMIRE

Memorandum Findings of Fact and Opinions

These consolidated proceedings involve deficiencies in income tax for 1948 as follows:

PetitionerDocket No.Deficiency
Estate of F. G. Masquelette, deceased, Houston
Bank & Trust Company, Executors, and Sarah
Olive Masquelette31543$206.52
Edwin L. Bruhl and Lillian Marie Bruhl38288289.50

The questions presented are (1) whether the proceeds received by petitioners during the taxable year 1948, upon the sale of their respective interests in the intangible assets of an accounting business which petitioners operated as a partnership, together with a covenant not to compete, are taxable as ordinary income or as capital gain; and (2) whether the petitioners erred in reporting in 1948 all of the income of the El Paso partnership including fees earned but uncollected as of May 1, 1948, the date of the transfer of their respective interests.

Findings of Fact

The stipulated facts are found accordingly.

Petitioners Edwin L. Bruhl and Lillian Marie Bruhl, husband and wife, are residents of Houston, Texas, *115 and filed their joint income tax return for 1948 with the collector of internal revenue for the first district of Texas.

The Houston Bank & Trust Company is the duly appointed and qualified executor of the estate of F. G. Masquelette, who died on November 9, 1953, at the age of 80 years. The joint income tax returns for 1948 for F. G. Masquelette, deceased, and Sarah Olive Masquelette, his wife, was filed with the collector of internal revenue for the first district of Texas.

Prior to the year 1934 F. G. Masquelette, hereinafter referred to as Masquelette, was the sole owner of a public accounting business, F. G. Masquelette & Company, which had its principal office in Houston, Texas, and a branch office in El Paso. Masquelette was an accountant of many years' experience and was held in esteem as such in and around south and west Texas where he conducted his business. The Houston and El Paso offices had been operated under the same name since the years 1909 and 1912, respectively.

In 1934 petitioner Edwin L. Bruhl, hereinafter referred to as Bruhl, became a partner in the El Paso office and from that date the business was operated as a partnership between Masquelette and Bruhl, *116 the latter being designated as the resident partner. The books and records of the El Paso partnership were kept, and income tax returns were filed, on the cash basis of accounting, although a record of fee earnings was maintained on an accrual basis in order to determine at any given time the respective equity of each partner in uncollected fees.

During the latter part of 1939 Bruhl became a partner with Masquelette in the Houston office.

During the year 1941 Masquelette, Bruhl, and one Guy A. Douglass, who was then manager of the El Paso office, formed a partnership with respect to a new office in Albuquerque, New Mexico.

In February 1943 Bruhl went on active service with the army and, in anticipation of his being absent for several years, Douglass was made a resident partner of the El Paso office and assumed full charge thereof during Bruhl's absence. Upon his return from service in the summer of 1945 Bruhl resumed his duties as an active partner at the Houston office. Thereafter, and during 1946, 1947, and the first six months of 1948 Bruhl spent approximately 90 per cent of his time in Houston and the remaining 10 per cent between the El Paso and Albuquerque offices.

During*117 the period 1943 through April 30, 1948, there were three partnerships doing business under the name of F. G. Masquelette & Company. The Houston partnership was designated "F. G. Masquelette & Company of Houston"; the El Paso partnership was designated "F. G. Masquelette & Company of El Paso"; and the Albuquerque partnership was designated "F. G. Masquelette & Company of Albuquerque". Each partnership kept separate and distinct records for purposes of accounting and income tax reporting.

On October 1, 1945, Masquelette, Bruhl, and Guy A. Douglass entered into a written partnership agreement with respect to the El Paso partnership. Masquelette and Bruhl were designated as "nonresident general partners", and Douglass as "resident general partner". The nonresident partners agreed to furnish all of the capital requirements on a fifty-fifty basis.

The agreement provided further in pertinent part as follows:

"VIII

"Any Partner may terminate the Partnership by giving to the remaining Partners sixty days notice in writing. In such an event, the retiring Partner's drawing account and interest in the partnership profits shall cease at the expiration of the sixty-day period. In such an*118 event, the partnership books shall be brought up to the effective date of termination on a sound accounting basis (accrual), and the respective interests of the various partners in the tangible assets (cash, receivables, fixtures, investments, etc.) shall be computed. The two remining [reminding] partners shall have the right, but not the obligation, to acquire the rights of the retiring partner both in the Tangible and Intangible Assets of the Partnership at a price computed as follows:

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Related

Helvering v. Horst
311 U.S. 112 (Supreme Court, 1940)
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311 U.S. 122 (Supreme Court, 1941)
Michaels v. Commissioner
12 T.C. 17 (U.S. Tax Court, 1949)
Horton v. Commissioner
13 T.C. 143 (U.S. Tax Court, 1949)
Toledo Newspaper Co. v. Commissioner
2 T.C. 794 (U.S. Tax Court, 1943)
Karsch v. Commissioner
8 T.C. 1327 (U.S. Tax Court, 1947)
Estate of Hyde v. Commissioner
42 B.T.A. 738 (Board of Tax Appeals, 1940)

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Bluebook (online)
1955 T.C. Memo. 221, 14 T.C.M. 879, 1955 Tax Ct. Memo LEXIS 114, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-masquelette-v-commissioner-tax-1955.