Johnson v. Commissioner

1981 T.C. Memo. 55, 41 T.C.M. 849, 1981 Tax Ct. Memo LEXIS 689
Procedural entryThis page is a short order in Johnson v. Commissioner. Read the opinion of the Court — 74 T.C. 1057
United States Tax Court·Decided February 11, 1981·No. Docket No. 1891-79.·Unpublished

Opinion

WILLIAM JOHNSON, JR., AND JANIE J. JOHNSON, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Johnson v. Commissioner
Docket No. 1891-79.
United States Tax Court
T.C. Memo 1981-55; 1981 Tax Ct. Memo LEXIS 689; 41 T.C.M. (CCH) 849; T.C.M. (RIA) 81055;
February 11, 1981.
Janie J. Johnson, pro se.
Arthur A. Oshiro, for the respondent.

GOFFE

MEMORANDUM FINDINGS OF FACT AND OPINION

GOFFE, Judge: The Commissioner determined the following deficiencies in petitioners' Federal income tax for their taxable year 1975:

PetitionerDeficiency
William Johnson, Jr.$ 1,689
Janie J. Johnson1,689

Due to concessions, the issues*690 are:

(1) whether petitioners actually sustained a casualty loss in 1975, the year in which a fire destroyed the contents of their home, or in 1978, when a lawsuit petitioners filed in 1975 was finally settled; and

(2) if the loss was sustained in 1975, whether petitioners have adequately substantiated its amount.

FINDINGS OF FACT

Some of the facts have been stipulated. The stipulation of facts, together with the exhibits attached thereto, are incorporated herein by this reference.

The petitioners were married and lived together in California during all of 1975. They filed separate returns for that year. At the time the petition herein was filed, they resided in Inglewood, California.

On January 3, 1975, a fire occurred at the petitioners' home. The structure of the home was insured and the expenses of repairing it were paid by the insurer. The contents of the home were not insured. Following the fire, petitioner Janie J. Johnson prepared a detailed four-page list of the items that were destroyed and damaged, of their acquisition dates, and of their replacement costs, which she determined from painstaking inquiries of local merchants. Many of the items on the list*691 were not totally destroyed but were only damaged by smoke and were subsequently cleaned or otherwise repaired.

In December of 1974, petitioners had taken their television set to B.C. Cohn Co. (Cohn) in order to have it repaired. It was returned to them shortly before the fire, after Cohn had performed some repair work on it. However, the petitioners were still dissatisfied with its performance and believed that the fire was caused by a defect in the set.

Some time before May of 1975, petitioners retained the services of an attorney in order to recover damages for the loss of their home's contents. The suit was filed against Cohn and other defendants in May 1975. The attorney surveyed the burned home shortly after the fire and expressed considerable doubt as to the prospects of recovery, as the television set had been burned beyond recognition and hauled away for disposal. He stated that he would "just try" to secure a recovery.

The lawsuit was settled in 1978 for $ 2,500, of which, after deducting attorney's fees and a payment to the insurer of the structure of petitioners' home, petitioners received $ 1,600 in July 1978.

From the list prepared by petitioner Janie J. *692 Johnson, the petitioners calculated the replacement cost of damaged and destroyed items to be $ 26,309. The replacement cost of the items on the list which were totally destroyed was $ 10,813. The cost of repairing the damaged items was $ 1,347. Petitioners estimated the value of all items damaged or destroyed immediately before the fire to be $ 16,000. Petitioner Janie J. Johnson deducted one-half of this amount, $ 8,000, as a casualty loss. Petitioner William Johnson, Jr., deducted $ 10,837 of the $ 16,000 1 as a casualty loss. The Commissioner disallowed the deductions in full.

OPINION

Issue 1. Year Loss Was Sustained

Section 165 of the Internal Revenue Code of 19542 provides:

SEC. 165. LOSSES.

(a) GENERAL RULE.--There shall be allowed as a deduction any loss sustained during the taxable year and not compensated for by insurance or otherwise.

(c) LIMITATION ON LOSSES OF INDIVIDUALS.--In the case of an individual, the deduction under subsection (a) *693 shall be limited to--

(1) losses incurred in a trade or business;

(2) losses incurred in any transaction entered into for profit, though not connected with a trade or business; and

(3) losses of property not connected with a trade or business, if such losses arise from fire, storm, shipwreck, or other casualty, or from theft. A loss described in this paragraph shall be allowed only to the extent that the amount of loss to such individual arising from each casualty, or from each theft, exceeds $ 100. * * *

Section 1.165-1(d) of the Income Tax Regulations provides:

(d) Year of deduction. (1) A loss shall be allowed as a deduction under section 165(a) only for the taxable year in which the loss is sustained.

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Johnson v. Commissioner, 1981 T.C. Memo. 55, 41 T.C.M. 849, 1981 Tax Ct. Memo LEXIS 689 (tax 1981).

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