Hawbaker v. Commissioner

1983 T.C. Memo. 665, 47 T.C.M. 231, 1983 Tax Ct. Memo LEXIS 124
CourtUnited States Tax Court
DecidedNovember 1, 1983
DocketDocket Nos. 5541-82, 10616-82.
StatusUnpublished
Cited by1 cases

This text of 1983 T.C. Memo. 665 (Hawbaker 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
Hawbaker v. Commissioner, 1983 T.C. Memo. 665, 47 T.C.M. 231, 1983 Tax Ct. Memo LEXIS 124 (tax 1983).

Opinion

ROBERT W. HAWBAKER AND DELORES A. HAWBAKER, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Hawbaker v. Commissioner
Docket Nos. 5541-82, 10616-82.
United States Tax Court
T.C. Memo 1983-665; 1983 Tax Ct. Memo LEXIS 124; 47 T.C.M. (CCH) 231; T.C.M. (RIA) 83665;
November 1, 1983.
*124

Held: (1) Petitioners are not entitled to charitable contribution deductions claimed on their returns for 1979 and 1980; (2) petitioners may not deduct amounts expended for professional clothing and cleaning; (3) petitioners' travel and entertainment expenses are properly disallowed for lack of substantiation; and (4) petitioners are liable for addition to tax under I.R.C. sec. 6651(a).

Robert W. Hawbaker and Delores A. Hawbaker, pro se.
David W. Johnson, for the respondent.

WHITAKER

MEMORANDUM FINDINGS OF FACT AND OPINION

WHITAKER, Judge: Respondent determined deficiencies of $5,520 in petitioners' return for 1979 and $6,850.93 for their 1980 return, as well as an addition to tax of $116.60 pursuant to section 6651(a)1 for 1979. After concessions by the parties, the remaining issues for decision are: (1) Whether petitioners are entitled to charitable contribution deductions as claimed on their returns; (2) whether petitioners may obtain a deduction in 1979 for professional clothing and cleaning; (3) whether petitioners may obtain a deduction in 1980 for "travel and entertainment" business expenses; and (4) whether an addition to tax is due from petitioners for 1979 pursuant *125 to section 6651(a). For convenience, our Findings of Fact and Opinion will be combined for each issue.

Petitioners Robert W. Hawbaker and Delores A. Hawbaker, husband and wife, were legal residents of Houston, Texas, at the time the petition was filed. During 1979 and 1980, Robert W. Hawbaker was employed as an automobile salesman in Houston, and Delores A. Hawbaker was employed as a secretary in Houston. They reported income from wages during 1979 of $40,949 and $47,045 in 1980.

Petitioners filed timely petitions with this Court for each year, claiming that respondent bears the burden of proof on each of the issues in the notices of deficiency, that petitioners are entitled to a jury trial in the Tax Court, that the Commissioner's determinations and imposition of the negligence addition were erroneous, and that neither the Internal Revenue Service nor the Tax Court has jurisdiction over the subject matter. These arguments are too frivolous to warrant comment.

Charitable Contributions

On their 1979 *126 joint return, petitioners claimed a total charitable contribution deduction of $19,175. On their 1980 joint return, petitioners claimed a charitable contribution of $17,300. 2 The Commissioner disallowed the 1979 and 1980 charitable deductions for lack of substantiation and for lack of evidence that amounts were expended for the proper purposes.

Petitioners' testimony indicated that they first became involved with the Universal Life Church (ULC) in 1979. At a ULC meeting they meet Wayne Tharp of the Texas ULC and Kirby Hensley of the Modesto, California, branch. They became members of the ULC. During 1979 they attended approximately 10 ULC meetings, three of which were run by representatives of Modesto, and the other seven of which were "family meetings" held at petitioners' home in Houston.

Petitioners testified that during 1979 they gave to Tharp $2,550 in $100 bills 3 and one brass plaque, and to two men purporting to represent Tharp they gave several items of furniture purchased a few weeks earlier for $3,150 along *127 with five used automobiles. Petitioner never saw these items again and does not know what actually became of them. Tharp gave them a purported summary receipt for the above amounts on a form letter printed on stationery containing the letterhead "Universal Life Churches of Texas," thanking the petitioners for their "more than generous donations to the church."

Tharp prepared petitioners' 1979 joint return and placed the following values on the allegedly donated items for purposes of charitable deduction:

Cash$ 2,550
Furniture3,150
Plaque 42,000
Automobiles11,475
Total$19,175

Similarly, petitioners testified that during 1980 at ULC meetings in Houston and Dallas they gave $17,300 in cash to Tharp or Hensley in three or four separate installments. Tharp prepared their 1980 return and gave them a receipt for their alleged donation on the same stationery containing a letterhead of "Universal Life Churches of Texas" as the one they had received for 1979, and petitioners attached this letter to their *128 1980 return.

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Related

Universal Life Church, Inc. v. United States
9 Cl. Ct. 614 (Court of Claims, 1986)

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Bluebook (online)
1983 T.C. Memo. 665, 47 T.C.M. 231, 1983 Tax Ct. Memo LEXIS 124, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hawbaker-v-commissioner-tax-1983.