Janssen v. Commissioner

1955 T.C. Memo. 192, 14 T.C.M. 767, 1955 Tax Ct. Memo LEXIS 146
CourtUnited States Tax Court
DecidedJuly 8, 1955
DocketDocket Nos. 47254, 47284.
StatusUnpublished

This text of 1955 T.C. Memo. 192 (Janssen 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
Janssen v. Commissioner, 1955 T.C. Memo. 192, 14 T.C.M. 767, 1955 Tax Ct. Memo LEXIS 146 (tax 1955).

Opinion

Clayton R. Janssen and Florence E. Janssen v. Commissioner. Rae F. Helmke and Jean D. Helmke v. Commissioner.
Janssen v. Commissioner
Docket Nos. 47254, 47284.
United States Tax Court
T.C. Memo 1955-192; 1955 Tax Ct. Memo LEXIS 146; 14 T.C.M. (CCH) 767; T.C.M. (RIA) 55192;
July 8, 1955

*146 Certain advances made by petitioners to Rosario Syndicate held to be loans, and losses from the worthlessness of such loans are properly deductible as nonbusiness bad debts. Section 23(k)(4), Internal Revenue Code of 1939.

Henry W. Howard, Esq., Balfour Building, San Francisco, Calif., for the petitioners. Wayne Prim, Esq., for the respondent.

VAN FOSSAN

Memorandum Findings of Fact and Opinion

Respondent determined deficiencies in income tax of petitioners for years and in amounts, as follows:

Docket No. 47254
YearDeficiency
Clayton R. Janssen and
Florence E. Janssen1949$ 2,245.82
Docket No. 47284
Rae F. Helmke and Jean
D. Helmke1948$ 729.58
1949819.12

The issues common to both proceedings are whether certain advances made by petitioners to Rosario*147 Syndicate constitute contributions to capital or bona fide loans; if the latter, whether the losses resulting therefrom were business or non-business bad debts; and whether petitioners' distributive share of a loss sustained by the partnership of Helmke, Thomas & Janssen, resulting from advances made to Rosario Syndicate constitutes an ordinary or capital loss.

An additional loss question is raised in Docket No. 47284 involving the payment by Helmke of $ 2,000 to Clayton R. Janssen in fulfillment of his guarantee of an obligation incurred by Rosario Syndicate.

Further issues framed by the pleadings have been settled by mutual concessions.

Findings of Fact

The stipulation of certain facts filed by the parties, with exhibits attached, is incorporated herein by this reference.

The petitioners in Docket No. 47254 are Clayton R. Janssen and his wife, Florence E. Janssen, who filed their joint income tax return for the year involved with the collector of internal revenue for the first disstrict of California at San Francisco. The petitioners in Docket No. 47284 are Rae F. Helmke and Jean D. Helmke, husband and wife, who also filed joint income tax returns for the taxable years involved*148 with the collector of internal revenue for the first district of California.

Rosario Syndicate (hereinafter sometimes referred to as the Syndicate) was an unincorporated association organized under the law of the State of California on May 1, 1946, for the purpose of providing funds for the operation of a Mexican corporation known as Minas de Sura de Sinaloa S. A. (hereinafter sometimes referred to as Minas). Minas held the mining rights to Mexican silver properties near the town of Rosario, Mexico, known as the San Francisco, Los Angelo and Purissima claims. It was organized originally by a California mining firm known as Tyson Chrome Mines (hereinafter referred to as Tyson), a limited copartnership in which Benjamin C. Mickle was the general partner and Edith O. Ekstrom and F. T. Grogan were the limited partners. Tyson was first interested in the prospects of these properties by Roger Beals, a geologist in their employ. Beals made an extensive survey of the claims in 1943, and, upon the basis of his favorable report, Tyson organized the Mexican corporation and advanced to it about $ 33,000 for prospecting purposes.

In the spring of 1945, it was decided that funds should be raised*149 to finance the construction of a mill and carry on the mining operation until it became self-sustaining. In May, 1945, the Syndicate was organized and the issuance of certificates evidencing a subscription to its capital in the amount of $ 100,000 was authorized. Such capital amount was computed by the original organizers as a figure which would be sufficient to cover the installation of a 50 ton mill on the property in Mexico and to provide the Mexican corporation with sufficient operating capital to place the venture on a self-sustaining basis.

Of the 200 shares offered for sale by the Syndicate at $ 500 per share, 167 were immediately subscribed on May 1, 1945. By February 5, 1946, the balance of the offering had been subscribed. There were ultimately 24 subscribers to the shares of the Syndicate and the largest number held by any one person was 26, held by Helmke. Janssen held 21 shares.

Intensive development work on the property, including the purchase and installment of machinery, was immediately commenced, and in the spring of 1946, the mill was completed. The mine produced small quantities of ore which yielded gold and some zinc and lead. The gold was sold to the Mexican*150 government which maintained a gold monopoly while the other ore was going into the tale pond at the mine. Discussions were then being had with the American Smelting and Refining Company with the view to selling thereto the lead and zinc production.

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Cite This Page — Counsel Stack

Bluebook (online)
1955 T.C. Memo. 192, 14 T.C.M. 767, 1955 Tax Ct. Memo LEXIS 146, Counsel Stack Legal Research, https://law.counselstack.com/opinion/janssen-v-commissioner-tax-1955.