Jones v. Commissioner

1987 T.C. Memo. 554, 54 T.C.M. 1018, 1987 Tax Ct. Memo LEXIS 546
CourtUnited States Tax Court
DecidedNovember 3, 1987
DocketDocket No. 22006-86.
StatusUnpublished
Cited by1 cases

This text of 1987 T.C. Memo. 554 (Jones 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
Jones v. Commissioner, 1987 T.C. Memo. 554, 54 T.C.M. 1018, 1987 Tax Ct. Memo LEXIS 546 (tax 1987).

Opinion

WILBERT L. JONES AND PRISCILLA JONES, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Jones v. Commissioner
Docket No. 22006-86.
United States Tax Court
T.C. Memo 1987-554; 1987 Tax Ct. Memo LEXIS 546; 54 T.C.M. (CCH) 1018; T.C.M. (RIA) 87554;
November 3, 1987.
Wilbert L. Jones, pro. se.
Manolo T. Rodriguez-Bird, for the respondent.

GUSSIS

MEMORANDUM FINDINGS OF FACT*548 AND OPINION

GUSSIS, Special Trial Judge: This case was heard pursuant to the provisions of section 7456(d)(3) of the Internal Revenue Code of 1954 (redesignated section 7443A(b)(3) by section 1556 of the Tax Reform Act of 1986, Pub. L. 99-514, 100 Stat. 2755) and rule 180 et seq. of the Tax Court Rules of Practice and Procedure.1

Respondent determined the following Federal income tax deficiencies:

PetitionerYearDeficiency
Wilbert L. and1981$ 2,328.00
Priscilla Jones
Wilbert L. Jones19823,342.41

The issues are (1) whether certain business expenses involving a jewelry business are deductible in 1981 and 1982; (2) whether petitioners are entitled to casualty loss deductions in 1981 and 1982; and (3) whether petitioner Wilbert L. Jones is entitled to a dependency exemption in 1982 for his son. Petitioner Wilbert L. Jones conceded at the trial that he received interest income*549 of $ 1,587 in 1982 which he failed to report. For purposes of convenience the finding of fact and opinion have been combined.

Some of the facts were stipulated and they are herein incorporated by this reference. Petitioners were residents of Midwest City, Oklahoma at the time the petition herein was filed.

In 1981 petitioners operated a jewelry business called Classic Creations and reported a net operating loss in the amount of $ 3,554 on their 1981 joint income tax return. Respondent determined that petitioners sustained a loss of $ 161.61 and disallowed the balance. The adjustment of $ 3,392.39 resulted from respondent's disallowance of the following items: cost of goods sold, $ 302.39; automobile expenses, $ 2,920; meals, $ 138; and tolls, $ 32. In 1982 petitioner Wilbert L. Jones filed a separate return and reported gross receipts of $ 967 and a net operating loss of $ 5,021 from his jewelry business. Respondent disallowed the loss in its entirety and determined that petitioner realized a net profit of $ 967 from his business. The adjustment resulted from respondent's disallowance of the following items totalling $ 5,988: cost of goods sold, $ 2,059; office supplies, *550 $ 97; utilities/telephone, $ 563; mileage, $ 2,958; tolls, $ 64; meals and lodging, $ 247.

Petitioners have the burden of proof. Welch v. Helvering,290 U.S. 111 (1933); Rule 142(a). Petitioner Wilbert L. Jones was employed full time during the period here involved at a United States Air Force base. With respect to his jewelry sales endeavors (which appear to have lasted about two years), it appears that petitioner's merchandise was kept in a case ("more like a brief case") which he at times stored in his automobile. Petitioner, in computing gross profit from jewelry sales in 1981 and 1982, claimed cost of goods sold in the respective amounts of $ 367 and $ 2,059. Respondent disallowed $ 302.39 of the amount claimed in 1981 and disallowed the entire amount claimed in 1982. Petitioner's testimony was extremely vague and generally unsatisfactory. He was unable to produce any records whatever to establish his purchases of jewelry in 1981 and 1982. Nor did he offer any evidence to establish his opening and closing inventories for the years at issue. In short, there is nothing in the record to provide a reasonable basis for an estimate of these items in 1981 and*551 1982. Cf. Coloman v. Commissioner,540 F.2d 427 (9th Cir. 1976), affg. a Memorandum Opinion of this Court. In view of the complete absence of any persuasive evidence on this item, we have no alternative but to sustain the respondent's adjustments.

Petitioner claimed automobile expenses in connection with his jewelry business in 1981 and 1982 in the respective amounts of $ 3,106 and $ 2,958. Respondent disallowed $ 2,920 of the amount claimed in 1981 and disallowed the entire amount claimed in 1982. To substantiate his business mileage, petitioner offered in evidence a fragment of a purported log of his business trips while engaged in jewelry sales. The log only involved the year 1981. On the basis of this document, respondent has allowed a deduction of $ 196 for automobile expenses in 1981.

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Bluebook (online)
1987 T.C. Memo. 554, 54 T.C.M. 1018, 1987 Tax Ct. Memo LEXIS 546, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jones-v-commissioner-tax-1987.