GAGE v. COMMISSIONER

2002 T.C. Memo. 72, 83 T.C.M. 1383, 2002 Tax Ct. Memo LEXIS 76
CourtUnited States Tax Court
DecidedMarch 26, 2002
DocketNo. 16714-99
StatusUnpublished

This text of 2002 T.C. Memo. 72 (GAGE 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
GAGE v. COMMISSIONER, 2002 T.C. Memo. 72, 83 T.C.M. 1383, 2002 Tax Ct. Memo LEXIS 76 (tax 2002).

Opinion

GARY G. GAGE AND CARRIE M. GAGE, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
GAGE v. COMMISSIONER
No. 16714-99
United States Tax Court
T.C. Memo 2002-72; 2002 Tax Ct. Memo LEXIS 76; 83 T.C.M. (CCH) 1383; T.C.M. (RIA) 54685;
March 26, 2002, Filed

*76 Respondent's determinations were sustained.

Gary G. Gage and Carrie M. Gage, pro sese.
Sandra Veliz , for respondent.
Laro, David

LARO

MEMORANDUM FINDINGS OF FACT AND OPINION

LARO, Judge: Petitioners petitioned the Court to redetermine respondent's determination of deficiencies of $ 5,538, $ 5,743, and $ 6,448 in their 1995, 1996, and 1997 Federal income taxes, respectively. Following petitioners' concession, 1 we must decide:

   1. Whether petitioners are liable for self-employment taxes of

  $ 4,923, $ 4,551, and $ 5,008 in 1995, 1996, and 1997,

   respectively, as determined by respondent. We hold they

   are. 2

*77    2. Whether petitioners may deduct charitable contributions of

  $ 13,900, $ 20,575, and $ 23,467 on their respective 1995, 1996,

   and 1997 Schedules C, Profit or Loss From Business. We hold they

   may not.

   3. Whether we should penalize petitioners under

   section 6673. 3 We hold we should and penalize them $ 1,000.

             FINDINGS OF FACT

Most facts were stipulated. We incorporate herein by this reference the parties' stipulation of facts and the accompanying exhibits. Petitioners resided in Spokane, Washington, when their petition was filed with the Court.

Petitioners filed their 1995, 1996, and 1997 Forms 1040, U.S. Individual Income Tax Return, within the time prescribed by law. On those returns, petitioners claimed income and expenses relating to Best Buy Stoves, the*78 Schedule C residential heating equipment sales business of Gary G. Gage (Mr. Gage). Petitioners never reported or paid any self-employment tax on the business's 1995 through 1997 net income and did not attach to any of their returns the applicable form for self-employment tax, Schedule SE, Self-Employment Tax. Petitioners never received an exemption letter from the Internal Revenue Service providing that they were exempt from self-employment taxes for 1995 through 1997.

                OPINION

1. Self-Employment Tax

Self-employment income of every individual is subject to self-employment tax under section 1401(a). The amount of this tax is based upon a percentage of the self-employment income earned by the individual. Section 1402(g)(1) grants an exemption from self- employment tax to members of certain religious faiths. This exemption requires the approval of the Commissioner of Social Security. Section 1402(e)(1) grants an exemption from self-employment tax to ministers of a church, members of religious orders, or Christian Science Practitioners. This exemption requires the approval of either the Commissioner of Internal Revenue or the Commissioner*79 of Social Security under an agreement with the Commissioner of Internal Revenue.

On July 29, 1999, petitioners applied with the Commissioner of Internal Revenue for an exemption from self- employment tax by filing Form 4361, Application for Exemption From Self-Employment Tax for Use by Ministers, Members of Religious Orders and Christian Science Practitioners. Shortly thereafter, the Commissioner of Internal Revenue denied that application, determining that petitioners did not meet the statutory requirements of section 1402(e)(1). Petitioners never received from the Commissioner of Internal Revenue the required approval for exemption from self- employment tax. 4

Petitioners alleged in their petition that they are not liable for self-employment tax because an imposition of that tax violates their constitutional rights. Specifically, petitioners claim, requiring them to participate*80 in the Social Security system infringes on their First Amendment right to the free exercise of religion. Respondent disagrees that petitioners' constitutional rights are violated in this case. Respondent observes that the self- employment tax was imposed on petitioners' income derived from Mr. Gage's Schedule C business.

We agree with respondent that petitioners are liable for self-employment tax on their self-employment income. Respondent's denial of a self-employment tax exemption to petitioners, assuming their claimed religious objections to the Social Security system are sincere, was not in violation of their free exercise rights. In Droz v. Commissioner ,

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2002 T.C. Memo. 72, 83 T.C.M. 1383, 2002 Tax Ct. Memo LEXIS 76, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gage-v-commissioner-tax-2002.