Estate of Taylor v. Commissioner

1980 T.C. Memo. 426, 41 T.C.M. 44, 1980 Tax Ct. Memo LEXIS 154
CourtUnited States Tax Court
DecidedSeptember 25, 1980
DocketDocket No. 3019-76.
StatusUnpublished

This text of 1980 T.C. Memo. 426 (Estate of Taylor 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 Taylor v. Commissioner, 1980 T.C. Memo. 426, 41 T.C.M. 44, 1980 Tax Ct. Memo LEXIS 154 (tax 1980).

Opinion

ESTATE OF SAMUEL TAYLOR, DECEASED, GERTRUDE M. TAYLOR, PERSONAL REPRESENTATIVE, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Estate of Taylor v. Commissioner
Docket No. 3019-76.
United States Tax Court
T.C. Memo 1980-426; 1980 Tax Ct. Memo LEXIS 154; 41 T.C.M. (CCH) 44; T.C.M. (RIA) 80426;
September 25, 1980, Filed

*154 During calendar years 1967 through 1970, transferor corporation paid to petitioner, or paid on behalf of petitioner, assets with a fair market value in excess of the tax deficiency and additions to tax owed by the corporation. Held: Under section 6901(a), I.R.C. of 1954, petitioner is liable as transferee of the assets of the corporation for all taxes and additions to tax previously found to be owed by the corporation.

Marion Westen, for the respondent.

STERRETT

MEMORANDUM FINDINGS OF FACT AND OPINION

STERRETT, Judge: Respondent, on January 16, 1976, issued a statutory notice in which he*155 determined petitioner's liability as a transferee for Federal income taxes and additions to tax, plus interest as provided by law, as follows:

Addition to Tax
Year EndedDeficiencyunder Sec. 6653(b)
Dec. 31, 1967$48,426.53$24,213.27
Dec. 31, 1968232.43116.22
Dec. 31, 19691,237.70618.85
Dec. 31, 19708,895.414,447.71
$58,792.07$29,396.05

The above stated amounts are the precise amounts determined by this Court to be due from Independence Hall, Inc. The sole issue for our decision here is whether petitioner is liable as transferee for said income taxes and additions thereto due from Independence Hall, Inc., plus interest as provided by law.

FINDINGS OF FACT

Petitioner (herein "petitioner" will refer either to the decedent, Samuel Taylor, or to the Estate of Samuel Taylor) resided in Marathon, Florida at the time the petition herein was filed.

During the taxable years 1967 through 1970, petitioner was a 60 percent shareholder and president of Independence Hall, Inc. (or transferor). Petitioner's two sons each owned 20 percent of the stock of the corporation. Independence Hall, Inc. was a cash basis, calendar year corporation*156 having its principal place of business in Palm Beach, Florida. It was engaged in the business of conducting puzzle contests for which entry fees were charged.

On May 17, 1973, this Court entered a decision pursuant to an agreement between Independence Hall, Inc. and the Internal Revenue Service pertaining to deficiencies in taxes due from Independence Hall, Inc. for the taxable years 1967 to 1970. In addition, a 50 percent addition to tax for fraudulent underpayment was found to be applicable under section 6653(b), I.R.C. of 1954. Such deficiencies and additions to tax due from the transferor were assessed in 1973 but were never paid.

During each of the taxable years in issue, transferor paid to petitioner, or on behalf of petitioner, assets with the fair market value as follows:

Taxable Year Ended December 31, 1967

ItemValue
Rental payments on petitioner's apartment$ 1,833.00
Color television set for petitioner's463.00
personal use
Repairs to petitioner's personal automobile240.50
Petitioner's personal travel expenses542.17
Gasoline and maintenance expenses for petitioner's191.47
personal automobile
Checks from transferor to petitioner1,150.00
Payments to an individual, Mr. Kucera, for the2,000.00
benefit of petitioner's friend, Miss Winona Hunt.
Miss Hunt repaid money to petitioner, who used
the repayment for his personal benefit
Depsits of transferor's business receipts into34,711.00
petitioner's personal account

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357 U.S. 39 (Supreme Court, 1958)
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Miller v. Commissioner
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Duval v. Commissioner
21 B.T.A. 1357 (Board of Tax Appeals, 1931)
Florida Fruit Canners, Inc. v. Walker
90 F.2d 753 (Fifth Circuit, 1937)

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1980 T.C. Memo. 426, 41 T.C.M. 44, 1980 Tax Ct. Memo LEXIS 154, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-taylor-v-commissioner-tax-1980.