Gruber v. Commissioner

1983 T.C. Memo. 259, 46 T.C.M. 112, 1983 Tax Ct. Memo LEXIS 534
CourtUnited States Tax Court
DecidedMay 9, 1983
DocketDocket No. 18292-81
StatusUnpublished

This text of 1983 T.C. Memo. 259 (Gruber 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
Gruber v. Commissioner, 1983 T.C. Memo. 259, 46 T.C.M. 112, 1983 Tax Ct. Memo LEXIS 534 (tax 1983).

Opinion

MARC ALAN GRUBER, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Gruber v. Commissioner
Docket No. 18292-81
United States Tax Court
T.C. Memo 1983-259; 1983 Tax Ct. Memo LEXIS 534; 46 T.C.M. (CCH) 112; T.C.M. (RIA) 83259;
May 9, 1983.
Howard H. Hill, for the petitioner.
Steven W. LaBounty, for the respondent.

COHEN

MEMORANDUM OPINION

COHEN, Judge: Certain of the facts have been stipulated, and the stipulation of facts and supplemental stipulation of facts are incorporated herein by reference.

Petitioner was a resident of Piscataway, New Jersey, when he filed his petition in this case. During 1977 petitioner was a student at Hebrew Union College, Jewish Institute of Religion in new York City. He and his then wife filed a joint Federal income tax return for the year 1977. On that return, petitioner claimed a $3,900 "deduction for world peace" as a miscellaneous deduction on Schedule A. The amount of $3,900 did not represent any actual payment but was the amount necessary to bring petitioner's adjusted*535 gross income below the taxable levels for 1977. In lieu of making the tax payment otherwise due, petitioner sent the sum of $830 as an interest-free loan to a pacifist organization called the Fellowship of Reconciliation. Respondent determined a deficiency of $393 in petitioner's income tax for 1977.

Petitioner is opposed, on religious grounds, to any and all forms of warfare and preparation for warfare. On May 31, 1981, he was ordained a rabbi. The Selective Service has classified petitioner as a conscientious objector.

Petitioner claims that the Internal Revenue Code is unconstitutional as applied to him. He relies on the First Amendment guarantee of free exercise of religion and the Fifth Amendment guarantee of due process (which embodies the principles of equal protection, Bolling v. Sharpe,347 U.S. 497 (1954)). He claims to have standing to challenge the constitutionality of the tax laws because of the nexus between Federal spending on military matters (including interest paid on debts incurred in past wars and payments to veterans) and the taxes imposed on him without regard to his religiously based opposition to such spending. See Flast v. Cohen,392 U.S. 83 (1968).*536

It seems doubtful that petitioner could meet the test of Flast v. Cohen,supra, because to do so he must assert the violation of "specific constitutional limitations imposed upon the exercise of the congressional taxing and spending power." Id. at 103-105. Cf., Egnal v. Commissioner,65 T.C. 255, 257 (1975); Scheide v. Commissioner,65 T.C. 455 (1975). Regardless of standing, however, the courts have repeatedly and uniformly held that a taxpayer's religious convictions do not entitle him to refuse to pay income taxes because he opposes the use to which the money collected is put. See, e.g.,Lullv. Commissioner,602 F.2d 1166 (4th Cir. 1979), affg. a Memorandum Opinion of this Court; Graves v. Commissioner,579 F.2d 392 (6th Cir. 1978), affg. a Memorandum Opinion of this Court; First v. Commissioner,547 F.2d 45 (7th Cir. 1976), affg. an order of this Court; Autenrieth v. Cullen,418 F.2d 586 (9th Cir. 1969); Greenberg v. Commissioner,73 T.C. 806 (1980); Russell v. Commissioner,60 T.C. 942

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319 U.S. 105 (Supreme Court, 1943)
Follett v. Town of McCormick
321 U.S. 573 (Supreme Court, 1944)
Bolling v. Sharpe
347 U.S. 497 (Supreme Court, 1954)
Harper v. Virginia Board of Elections
383 U.S. 663 (Supreme Court, 1966)
Flast v. Cohen
392 U.S. 83 (Supreme Court, 1968)
Kramer v. Union Free School District No. 15
395 U.S. 621 (Supreme Court, 1969)
United States v. Lee
455 U.S. 252 (Supreme Court, 1982)
Russell v. Commissioner
60 T.C. No. 98 (U.S. Tax Court, 1973)
Egnal v. Commissioner
65 T.C. 255 (U.S. Tax Court, 1975)
Scheide v. Commissioner
65 T.C. 455 (U.S. Tax Court, 1975)
Greenberg v. Commissioner
73 T.C. 806 (U.S. Tax Court, 1980)

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Bluebook (online)
1983 T.C. Memo. 259, 46 T.C.M. 112, 1983 Tax Ct. Memo LEXIS 534, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gruber-v-commissioner-tax-1983.