Lewis v. Commissioner

1986 T.C. Memo. 155, 51 T.C.M. 868, 1986 Tax Ct. Memo LEXIS 455
CourtUnited States Tax Court
DecidedApril 17, 1986
DocketDocket Nos. 28924-84, 19383-85, 19384-85, 19386-85.
StatusUnpublished

This text of 1986 T.C. Memo. 155 (Lewis 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
Lewis v. Commissioner, 1986 T.C. Memo. 155, 51 T.C.M. 868, 1986 Tax Ct. Memo LEXIS 455 (tax 1986).

Opinion

ROBERT W. LEWIS and REBECCA H. LEWIS, ET AL., 1 Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Lewis v. Commissioner
Docket Nos. 28924-84, 19383-85, 19384-85, 19386-85.
United States Tax Court
T.C. Memo 1986-155; 1986 Tax Ct. Memo LEXIS 455; 51 T.C.M. (CCH) 868; T.C.M. (RIA) 86155;
April 17, 1986; Reversed November 28, 1988
David S. Elkouri, for the petitioners.
David G. Hendricks, for the respondent.

WILLIAMS

MEMORANDUM OPINION

WILLIAMS, Judge: In these consolidated cases the Commissioner determined deficiencies in petitioners' Federal income taxes in the following amounts:

Taxable Year
Docket No.Petitioner197819791980
28924-84Robert W. and Rebecca H. Lewis$10,139.00$3,437.00$2,767.00
19383-85Michael C. and Julia T. Kirk872.00492.00424.00
19384-85James P. and Elizabeth H. Kirk3,799.002,003.001,482.00
19386-85J. Philip Jr. and Judy Kirk797.00430.00261.00

*457 after concessions, the sole issue for decision is whether section 2122 entitles petitioners to deduct a distributive share of a limited partnership's ordinary and necessary pre-operating expenses incurred during the years 1978 and 1979.

The facts of these cases have been fully stipulated pursuant to Rule 122, Tax Court Rules of Practice and Procedure, and are so found. Petitioners resided at the addresses indicated below at the time their petitions were filed:

Docket No.PetitionerAddress
28924-84Robert W. and Rebecca H. LewisLarned, Kansas
19383-85Michael C. and Julia T. KirkKansas City, Missouri
19384-85James P. and Elizabeth H. KirkFairway, Kansas
19386-85J. Philip, Jr. and Judy KirkKansas City, Kansas

Casper Hotel Associates (CHA) is a Kansas limited partnership formed on September 29, 1977 to build, own and operate a 238 room Hilton Hotel in Casper, Wyoming. CHA's general partners are Transamerica Investment Properties (TIP), a Kansas corporation, and TIP-Casper, Ltd. (TCL), a Kansas limited partnership whose*458 general partners are TIP and David H. Aull. Thirty-three units of the CHA partnership were offered and sold at a price of $50,500.00 per unit beginning December 27, 1977. Each unit represented a 2.9997% interest in the partnership. The offering was closed and petitioners' subscriptions were accepted on February 23, 1978.

Petitioners Robert W. and Rebecca H. Lewis purchased one unit of the CHA partnership for $50,500.00 in 1978. Petitioners Michael C. and Julia T. Kirk purchased 1/6 unit of the CHA partnership for $8,416.67 in 1978. Petitioners James P. and Elizabeth H. Kirk purchased 1/2 unit of the CHA partnership for $29,250.00 in 1978. Lastly, petitioners J. Philip, Jr. and Judy Kirk purchased 1/6 unit of the CHA partnership for $8,416.67 in 1977.

CHA filed Federal partnership information returns on the cash method of accounting for the years 1978, 1979 and 1980, on which it claimed losses for those years in the amounts of $670,421.00, $681,350.00 and $354,885.00, respectively. Respondent disallowed $453,372.00, $229,125.00 and $171,167.00 of the losses for the years 1978, 1979 and 1980, respectively. Petitioners' distributive shares of the CHA partnership losses claimed*459 by them on their Federal income tax returns for those years were accordingly disallowed by respondent.

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Bluebook (online)
1986 T.C. Memo. 155, 51 T.C.M. 868, 1986 Tax Ct. Memo LEXIS 455, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lewis-v-commissioner-tax-1986.