Himmelwright v. Commissioner

1989 T.C. Memo. 587, 58 T.C.M. 551, 1989 Tax Ct. Memo LEXIS 587
Procedural entryThis page is a short order in Himmelwright v. Commissioner. Read the opinion of the Court — 55 T.C.M. 403
United States Tax Court·Decided October 30, 1989·No. Docket No. 5811-87·Unpublished

Opinion

VICTOR F. HIMMELWRIGHT, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Himmelwright v. Commissioner
Docket No. 5811-87
United States Tax Court
T.C. Memo 1989-587; 1989 Tax Ct. Memo LEXIS 587; 58 T.C.M. (CCH) 551; T.C.M. (RIA) 89587;
October 30, 1989
James J. Mahon, for the petitioner.
Daniel O'Brien and William S. Garafolo, for the respondent.

WHALEN

MEMORANDUM OPINION

WHALEN, Judge: This case comes before us to resolve a dispute between the parties over their computations made pursuant to Rule 155 of the Tax Court Rules of Practice and Procedure (referred to later as Rule 155). The sole difference between the computations is found in the treatment of certain pre-1970 capital losses. Petitioner claims that such losses reduce his 1982 net capital gain from the amount reported on his return, $ 35,368.88, to $ 25,018.34 , and that respondent's computation*588 incorrectly fails to take the losses into account. Respondent asserts that petitioner's claim is a new issue which cannot properly be addressed in a proceeding under Rule 155. We agree with respondent.

This case was tried on January 12, 1989, in New York City. At issue was respondent's determination of the following deficiency in, and additions to, petitioner's Federal income tax:

Substantial
NegligenceNegligenceUnderstatement
TaxableAdditionAdditionAddition
YearDeficiency§ 6653(a)(1) 1§ 6653(a)(2)§ 6661
1982$ 219,060.00$ 10,953.4550 percent of$ 21,906.00
the interest due
on $ 219,060.00

In his notice of deficiency, respondent computed the above tax deficiency by adding adjustments totaling $ 482,203.58 to the taxable income reported on petitioner's 1982 income tax return, which consisted of a loss in the amount of $ 25,022.18. The adjustments thus determined consisted of the amounts by which respondent reduced or disallowed various deductions claimed on petitioner's return, and the amounts by which he increased*589 petitioner's dividend income, interest income, and Schedule C income from his medical practice. Respondent did not make any adjustment to the net capital gain of $ 35,368.88 reported by petitioner on his 1982 return. In his petition, petitioner asserted that respondent erred by reducing or disallowing the subject deductions and by increasing petitioner's income. Petitioners did not mention the computation of net capital gain in his petition.

After a number of concessions had been made by the parties, the only issues remaining for submission to the Court at trial involved the substantiation of various deductions disallowed or reduced by respondent. Petitioner was the only witness to testify at trial. Neither petitioner nor his attorney said anything about the computation of his net capital gain for 1982. After both parties had rested their cases, the Court rendered a bench opinion for respondent and stated as follows:

Petitioner bears the burden of proof as required by Rule 142 of the Rules of Practice and Procedure of this Court. In order to prevail, petitioner must provide credible evidence that respondent's determinations were not correct. I have listened to Dr. Himmelwright's*590 testimony in this case and I have observed his demeanor as a witness and I have evaluated his credibility. I find no credible evidence in this case on the basis of which the petitioner can prevail. Accordingly, I find all of the unagreed issues for respondent, and a decision under Rule 155 will be necessary.

In making his computation under Rule 155, respondent did not change the net capital gain reported on petitioner's 1982 return, $ 35,368.88. Such amount consists of the net long-term capital gain which petitioner reported to have realized during 1982, $ 88,422.21, less the 60-percent deduction for capital gains under section 1202.

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Himmelwright v. Commissioner, 1989 T.C. Memo. 587, 58 T.C.M. 551, 1989 Tax Ct. Memo LEXIS 587 (tax 1989).

1989 T.C. Memo. 587 (Himmelwright v. Commissioner) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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