Joy v. Comm'r

2008 T.C. Memo. 197, 96 T.C.M. 90, 2008 Tax Ct. Memo LEXIS 193
CourtUnited States Tax Court
DecidedAugust 25, 2008
DocketNo. 878-07L
StatusUnpublished
Cited by4 cases

This text of 2008 T.C. Memo. 197 (Joy v. Comm'r) 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
Joy v. Comm'r, 2008 T.C. Memo. 197, 96 T.C.M. 90, 2008 Tax Ct. Memo LEXIS 193 (tax 2008).

Opinion

HAIDEE JOY, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Joy v. Comm'r
No. 878-07L
United States Tax Court
T.C. Memo 2008-197; 2008 Tax Ct. Memo LEXIS 193; 96 T.C.M. (CCH) 90;
August 25, 2008, Filed
*193
Haidee Joy, Pro se.
Laura L. Buckley, for respondent.
Haines, Harry A.

HARRY A. HAINES

MEMORANDUM FINDINGS OF FACT AND OPINION

HAINES, Judge: Pursuant to section 6330(d), 1 petitioner seeks review of respondent's determination to proceed with the collection of petitioner's unpaid 1992, 1993, and 1995 (years at issue) Federal income tax liabilities. The issue is whether the filing of a notice of Federal tax lien is barred by the period of limitations on collection under section 6502.

FINDINGS OF FACT

Petitioner resided in California at the time her petition was filed.

Petitioner filed Federal income tax returns for the years at issue but failed to pay the balances shown as due on the returns. On September 5, 1997, petitioner and respondent executed a Form 900, Tax Collection Waiver, extending the period of limitations on collection activities until December 31, 2011, for, inter alia, the years at issue. On November 10, 1997, petitioner and respondent entered into an installment agreement by which petitioner would pay the outstanding liabilities. At some point undisclosed in *194 the record, petitioner defaulted on the installment agreement.

On June 22, 2006, respondent issued petitioner a Notice of Federal Tax Lien Filing and Your Right to a Hearing Under IRC 6320 (notice of Federal tax lien) for the years at issue. On July 6, 2006, petitioner requested an Appeals hearing under section 6320. Petitioner indicated that she did not agree with the filing of the tax lien. Petitioner stated: "It is my belief that these amounts are unenforceable as the statute of limitations has run. I hereby request that all federal tax liens associated with your notices of amount due be released."

On October 11, 2006, respondent's Appeals officer sent petitioner a letter scheduling a telephone conference and requesting financial data. On October 17, 2006, petitioner sent the Appeals officer a letter requesting a correspondence hearing. On November 11, 2006, the Appeals officer sent petitioner a letter and a copy of the previously executed Form 900. Petitioner replied, stating that the amounts listed on the Form 900 were related to her Forms 941, Employer's Quarterly Federal Tax Return, not her Forms 1040, U.S. Individual Income Tax Return. Petitioner further stated that she would *195 not provide the requested financial information because the period for collection had expired.

On December 8, 2006, respondent's Appeals Office issued a Notice of Determination Concerning Collection Action(s) Under Section 6320 and/or 6330 for the years at issue. Respondent determined that all appropriate requirements of law and administrative procedures had been met, that the notice of Federal tax lien balanced the need for efficient collection with the concerns of the taxpayer that collection be no more intrusive than necessary, and that the statutory period for collection had not expired. Accordingly, the notice of Federal tax lien was sustained in full.

OPINION

Section 6320(a) requires that the Commissioner furnish a taxpayer with written notice of the filing of a Federal tax lien within 5 business days after the lien is filed. Section 6320 further provides that the taxpayer may request an Appeals hearing within 30 days beginning on the day after the 5-day period described above. Sec. 6320(a)(3)(B), (b)(1). If the taxpayer requests a hearing under section 6320, an Appeals officer of the Commissioner must hold the hearing. Sec. 6320(b)(1). Within 30 days of the issuance of the Appeals *196 officer's determination, the taxpayer may seek judicial review of the determination.

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Rosenbloom v. Comm'r
2011 T.C. Memo. 140 (U.S. Tax Court, 2011)
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Bluebook (online)
2008 T.C. Memo. 197, 96 T.C.M. 90, 2008 Tax Ct. Memo LEXIS 193, Counsel Stack Legal Research, https://law.counselstack.com/opinion/joy-v-commr-tax-2008.