Gutierrez v. Commissioner

1981 T.C. Memo. 520, 42 T.C.M. 1108, 1981 Tax Ct. Memo LEXIS 218
CourtUnited States Tax Court
DecidedSeptember 21, 1981
DocketDocket No. 7538-78
StatusUnpublished

This text of 1981 T.C. Memo. 520 (Gutierrez 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
Gutierrez v. Commissioner, 1981 T.C. Memo. 520, 42 T.C.M. 1108, 1981 Tax Ct. Memo LEXIS 218 (tax 1981).

Opinion

LUIS GUTIERREZ and ROSALIE GUTIERREZ, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Gutierrez v. Commissioner
Docket No. 7538-78
United States Tax Court
T.C. Memo 1981-520; 1981 Tax Ct. Memo LEXIS 218; 42 T.C.M. (CCH) 1108; T.C.M. (RIA) 81520;
September 21, 1981.
Luis Gutierrez and Rosalie Gutierrez, pro se.
Guy LaVignera, for the respondent.

WILBUR

MEMORANDUM FINDINGS OF FACT AND OPINION

WILBUR, Judge: Respondent determined a deficiency in petitioners' Federal income tax for the year 1974 in the amount of $ 2,587.45 and an addition to tax under section 6653(a) 1 in the amount of $ 129.37. After concessions by the parties, the issues remaining for decision are:

(1) Whether petitioners' gross income from self-employment for the year 1974 should be increased by $ 8,525;

(2) Whether petitioners are entitled to a loss deduction for the purchase by them of stolen goods which were later seized by the police;

(3) Whether petitioners are liable for self-employment*219 tax in the amount of $ 1,035.85; and

(4) Whether petitioners are liable for an addition to tax under section 6653(a) for intentional disregard of rules and regulations.

FINDINGS OF FACT

Some of the facts have been stipulated. The stipulation of facts and the attached exhibits are incorporated herein by this reference. At the time of filing their petition, petitioners resided in Hartsdale, New York.

During their taxable year 1974 petitioners Luis and Rosalie Gutierrez operated an antique store under the name "Second Hand Rose," principally on a cash basis. Petitioners had two teen-aged children who resided with them during 1974. Petitioners' antique store was conducted principally out of a small rented building. Petitioners also rented out three rooms of their personal residence during 1974.

Petitioners timely filed a joint Form 1040 for the year 1974 which showed an adjusted gross income of $ 3,320. Of this amount, $ 320 was reported as interest income and $ 3,000 was reported as profit from their antique and rental business. Petitioners' Schedule SE showed a self-employment tax liability of zero. In computing petitioners' Federal income tax deficiency the Commissioner*220 determined that petitioners' cash expenditures during 1974 exceeded their potential sources of cash available to them for expenditure by $ 8,525. The Commissioner attributed the excess of the expenditures made by petitioners over their available sources of funds to petitioners' failure to report all gross receipts earned by them in their antique business.

Those sources of funds which the parties agree were available to petitioners for expenditure during 1974 total $ 20,452. The parties disagree on the amount available to petitioners from a fire insurance settlement in 1973, and on the existence of an alleged business loan. The parties also disagree on the amount of petitioners' expenditures during 1974. Based on the entire record, including petitioners' testimony at trial where believable, we find that petitioners' sources and expenditures of funds during 1974 were as follows: 2

Sources of Funds
Gross receipts from antique business reported$ 14,377
Gross rental income3,840
Decrease in bank account balance 31,792
Interest income on real estate contract320
Principal received on real estate contract123
Insurance proceeds available from 19732,000
Total sources of funds$ 22,452 
Funds Expended
Personal expenses (other than food and
clothing expenses) 4$ 3,610
Food expense1,820
Clothing expense300
Business expenses reported10,284
Business purchases reported10,894
Total funds expended5 $ 26,908 
Funds expended for which source
not explained$ (4,456)
*221

In October of 1973 petitioners received and cashed a check for $ 4,002.43 issued by petitioners' insurance company in settlement of a claim by them for a loss due to fire. Some of the refurbishing necessary because of the fire was performed by Luis Gutierrez and paid for before*222 this check was received and cashed. We therefore find that $ 2,000 of this amount was unavailable for expenditure in 1974. Petitioners did not have the proceeds of a business loan available for expenditure in 1974. 6

At trial Mr. Gutierrez produced a copy of a police report which contained a list of stolen goods confiscated in a seizure by local police.

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)
United States v. Johnson
319 U.S. 503 (Supreme Court, 1943)
Taglianetti v. United States
394 U.S. 316 (Supreme Court, 1969)
Louis J. Taglianetti v. United States
398 F.2d 558 (First Circuit, 1968)
Hopka v. United States
195 F. Supp. 474 (N.D. Iowa, 1961)
Richey v. Commissioner
33 T.C. 272 (U.S. Tax Court, 1959)
Giddio v. Commissioner
54 T.C. 1530 (U.S. Tax Court, 1970)
Mazzei v. Commissioner
61 T.C. No. 55 (U.S. Tax Court, 1974)
Holmes Enterprises, Inc. v. Commissioner
69 T.C. 114 (U.S. Tax Court, 1977)
Burgo v. Commissioner
69 T.C. 729 (U.S. Tax Court, 1978)
Holt v. Commissioner
69 T.C. 75 (U.S. Tax Court, 1977)
Wagner v. Commissioner
30 B.T.A. 1099 (Board of Tax Appeals, 1934)

Cite This Page — Counsel Stack

Bluebook (online)
1981 T.C. Memo. 520, 42 T.C.M. 1108, 1981 Tax Ct. Memo LEXIS 218, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gutierrez-v-commissioner-tax-1981.