Ingram v. United States

360 U.S. 672, 79 S. Ct. 1314, 3 L. Ed. 2d 1503, 1959 U.S. LEXIS 1900, 2 C.B. 334, 4 A.F.T.R.2d (RIA) 6128
Supreme Court of the United States·Decided June 29, 1959·No. 457·Published·Cited by 355 cases

Opinions

Mr. Justice Stewart

delivered the opinion of the Court.

The petitioners and twenty-two others were indicted and tried for conspiracy to evade and defeat the payment [673]*673of the federal taxes imposed on lottery operations. The petitioners and six others were convicted.1 Their convictions were affirmed by the Court of Appeals. 259 F. 2d 886. Certiorari was granted to examine the scope of the conspiracy statute in the context of these provisions of the Internal Revenue Code. 358 U. S. 905.

At the trial it was established by overwhelming evidence that the petitioners had engaged with numerous others in a closely organized and large-scale operation of the numbers game in Atlanta, Georgia, during the years [674]*6741954 to 1957, the period covered by the indictment.2 That activity is a criminal offense under Georgia law.3 The evidence also established in intricate detail that the participants in this large-scale enterprise had, through a variety of carefully planned stratagems, made every effort to conceal its operation.4 Finally, the evidence showed that none of the petitioners had paid any of the federal taxes in question. There was no' direct evidence to show that any of the petitioners knew of these taxes.

In addition to thé conspiracy count, the indictment under which the petitioners were tried also contained two additional counts charging them with the substantive offenses of willful failure to pay the special tax imposed by § 441.1 of the- Internal Revenue Code,5 in violation of § 72Ó3 of the Code,6 and. of failure to register as required by § 4412 of the- Code,7 in violation of § 7272 of the [675]*675Code.8 The trial took place subsequent to the announcement of this Court’s decision in United States v. Calamaro, 354 U. S. 351, and the district judge correctly instructed the jury that conviction of the substantive offenses would be justified only as to any defendants found to be “writers,” “bankers,” or to have “a proprietary interest in such lottery operation.” Two of the petitioners, Ingram and Jenkins, were found guilty on both substantive counts and do not question these convictions, conceding the sufficiency of the evidence to show that Ingram was the banker and that Jenkins had a proprietary interest in the enterprise. The evidence showed that the other two petitioners, Smith and Law, were relatively minor clerical functionaries at the headquarters of the operation, and they were acquitted on the substantive counts.

In sum, what this record presents then is a picture of a large-scale and profitable gambling business conducted in Atlanta over a period of several years by petitioners Ingram and Jenkins. The business involved many participants, including the petitioners Smith and Law. It was a business made criminal by the laws of Georgia, and everyone in the organization participated in trying to keep its operation secret. Ingram and Jenkins were liable for the federal taxes imposed by §§ 4401 and 4411 of the Internal Revenue Code and willfully failed to pay them. They were required by § 4412 of the Code to register with the official in charge of the Internal Revenue District, and they failed to do só. Smith and Law were not themselves subject to any of the taxes here involved. The question presented is whether this factual foundation is sufficient to support a conviction of the petitioners, or any of them, for conspiracy to attempt to evade or defeat federal taxes, [676]*676“the gravest of offenses against the revenues.” Spies v. United States, 317 U. S. 492, 499. We hold that it was sufficient as to Ingram and. Jenkins, and insufficient as to Smith and Law.

As to Ingram and Jenkins, the record is clear. They were entrepreneurs in a vast and profitable gambling.business. They were clearly liable for the special taxes and registration requirements that the Federal Government has imposed upon the operators of that kind of business. United States v. Kahriger, 345 U. S. 22. Not only did they willfully fail and néglect to pay these taxes, but they conspired to conceal the operation of the business and the soúrce of .the income upon which the .tax is imposed.

In Spies v. United States this Court had occasion to consider the quantum and type of evidence required to support a conviction for the substantive offense of attempting to defeat or evade federal taxes as contrasted with the ■ lesser proof required to convict of the misdemeanor of willfully failing to file a return or to pay a tax. It was there said:

“Willful but passive neglect of the statutory duty may constitute the lesser offense, but to combine with it a willful and positive attempt to evade tax in any manner or to defeat it by any means lifts the offense to the degree o‘f felony.
“Congress did not define or limit the methods by which a willful attempt to defeat and evade might be accomplished and perhaps did not define lest its effort to do so result in some unexpected limitation. Nor would we by definition constrict the scope of the' Congressional provision that it may be accomplished 'in any manner.’ By way of illustration, and not- by way of limitation, we would think affirmative willful attempt may be inferred from conduct such as keeping a double .set of books,. making false entries or [677]*677alterations, or false invoices or documents, destruction of books or records, concealment of assets or covering up sources of income, handling of one’s affairs to avoid making the records usual in transactions of the kind, and any conduct, the likely effect of which would be.to mislead or to conceal. If the tax-evasion motive plays any part in such conduct the offense may be made out even though the conduct may also serve other purposes such as concealment of other crime.” 317 U. S., at 499.

In Spies, the Court was dealing with the substantive offense, not with a conspiracy to commit it. But the evidence of agreement between Ingram and Jenkins to operate this gambling enterprise, which operation made them liable for federal taxes, and to conceal its operation and its income is clear on this record, and is virtually coni ceded by the petitioners. The evidence was sufficient-to support a conclusion that they were engaged not only in a conspiracy to operate and conceal their gambling enterprise, but that they were also parties to an agreement to attempt to defeat or evade the federal taxes imposed upon the operators of such a business.

As to Smith and Law, the case is quite a different one. While the record clearly supports a finding that Smith and Law were participants in a conspiracy to operate a lottery and to conceal that operation from local law enforcement agencies, we find no warrant for a finding that they were, like Ingram and Jenkins, parties to a conspiracy with a purpose illegal under federal law. Certainly there is nothing in the record to show that Smith and Law knew that Ingram and Jenkins had not paid the taxes, a fact obviously within the knowledge of the latter.

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Ingram v. United States, 360 U.S. 672, 79 S. Ct. 1314, 3 L. Ed. 2d 1503, 1959 U.S. LEXIS 1900, 2 C.B. 334, 4 A.F.T.R.2d (RIA) 6128 (1959).

360 U.S. 672 (Ingram v. United States) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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