Flemming v. Commissioner

1980 T.C. Memo. 583, 41 T.C.M. 676, 1980 Tax Ct. Memo LEXIS 12
CourtUnited States Tax Court
DecidedDecember 30, 1980
DocketDocket No. 11388-78.
StatusUnpublished

This text of 1980 T.C. Memo. 583 (Flemming 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
Flemming v. Commissioner, 1980 T.C. Memo. 583, 41 T.C.M. 676, 1980 Tax Ct. Memo LEXIS 12 (tax 1980).

Opinion

HOMER G. FLEMMING, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Flemming v. Commissioner
Docket No. 11388-78.
United States Tax Court
T.C. Memo 1980-583; 1980 Tax Ct. Memo LEXIS 12; 41 T.C.M. (CCH) 676; T.C.M. (RIA) 80583;
December 30, 1980
Homer G. Flemming, pro se.
Patrick E. McGinnis, for the respondent.

GOFFE

MEMORANDUM FINDINGS OF FACT AND OPINION

GOFFE, Judge: The Commissioner determined a deficiency of $ 4,092.70 in petitioner's Federal income tax for his taxable year 1976.The issue is whether petitioner may deduct the costs of vitamins, mineral supplements, health foods, yogurt, and bottled water which he purchased for his wife in 1976 as medical expenses under section 213 of the Internal Revenue Code*13 of 1954. 1

FINDINGS OF FACT

Petitioner timely filed his Federal income tax return for taxable year 1976 with the Internal Revenue Service Center at Austin, Texas. At the time he filed his petition herein, he resided in Tulsa, Oklahoma.

During 1976, petitioner was married to Susan Flemming. In early March of 1973, he and Susan consulted a Dr. Anderson, who was a Doctor of Osteopathy in Jenks, Oklahoma, concerning Susan's medical condition. Dr. Anderson did not diagnose any ailment or prescribe any treatment, but referred Susan to Dr. William Kelly who at that time was praticing in Grapevine, Texas. Dr. Kelly was a Doctor of Dental Surgery and a Ph.D., not an M.D.

Dr. Kelly examined Susan in late March of 1973. He informed Susan that she had "cancer." He did not prescribe any formal, orthodox treatment for this condition, but gave Susan a booklet containing diet suggestions. Susan never saw Dr. Kelly again.

Based partially upon the booklet, petitioner purchased during 1976 for Susan's consumption health food products, B vitamins and mineral supplements, *14 yogurt, and bottled water. One of the health foods was a "digestive aid." Susan consumed another health food, containing vitamin C, to control an unspecified kidney disease, rather than cancer.

Aside from the items described above, Susan during 1976 generally ate little or nothing. She would occasionally eat mangos, papayas, and raw vegetables. Thus, the health foods, vitamins, yogurt, and bottled water substituted for nutrients which she normally consumed. Petitioner deducted the cost of these items ($ 9,580) on his 1976 Federal income tax return as medical expenses under section 213. Respondent disallowed the deduction in full.

OPINION

Section 213 provides as follows:

(a) ALLOWANCE OF DEDUCTION.--There shall be allowed as a deduction the following amounts * * * --

(1) the amount by which the amount of the expenses paid during the taxable year * * * for medical care of the taxpayer, his spouse, and dependents * * * exceeds 3 percent of the adjusted gross income * * *.

(e) DEFINITIONS.--For purposes of this section--

(1) The term "medical care" means amounts paid--

(A) for the diagnosis, cure, mitigation, treatment, or prevention of disease, or for the purpose*15 of affecting any structure or function of the body * * *.

The Income Tax Regulations provide as follows:

SEC. 1.213-1. Medical, dental, etc., expenses.

(e) Definitions--

(1) General.

(ii) Amounts paid for operations or treatments affecting any portion of the body * * * are deemed to be for the purpose of affecting any structure or function of the body * * *. Deductions for expenditures for medical care * * * will be confined strictly to expenses incurred primarily for the prevention or alleviation of a physical or mental defect or illness * * * [A]n expenditure which is merely beneficial to the general health of an individual * * * is not an expenditure for medical care.

(2) Medicine and drugs. The term "medicine and drugs" shall include only items * * * which are generally accepted as falling within the category of medicine and drugs * * *. Such term shall not include toiletries * * * nor * * * cosmetics * * * or sundry items. Amounts expended for items which, under this subparagraph, are excluded from the term "medicine and drugs" shall not constitute amounts expended for "medical care."

In Clark v. Commissioner,29 T.C. 196, 200 (1957),*16 this Court cited the following portion of respondent's Revenue Ruling 55-261, 1955-1 C.B. 307, 312, as being a correct interpretation of the predecessor of section 213(e):

15. Cost of special food and beverages prescribed for specific ailments.-- * * * Generally, the cost of special food or beverages does not qualify as a medical expense within the meaning of section 23(X) of the Code.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Welch v. Helvering
290 U.S. 111 (Supreme Court, 1933)
Havey v. Commissioner
12 T.C. 409 (U.S. Tax Court, 1949)
Clark v. Commissioner
29 T.C. 196 (U.S. Tax Court, 1957)
Cohn v. Commissioner
38 T.C. 387 (U.S. Tax Court, 1962)
Randolph v. Commissioner
67 T.C. 481 (U.S. Tax Court, 1976)

Cite This Page — Counsel Stack

Bluebook (online)
1980 T.C. Memo. 583, 41 T.C.M. 676, 1980 Tax Ct. Memo LEXIS 12, Counsel Stack Legal Research, https://law.counselstack.com/opinion/flemming-v-commissioner-tax-1980.