Libby v. Commissioner

1986 T.C. Memo. 388, 52 T.C.M. 230, 1986 Tax Ct. Memo LEXIS 218
CourtUnited States Tax Court
DecidedAugust 20, 1986
DocketDocket No. 33520-83.
StatusUnpublished
Cited by1 cases

This text of 1986 T.C. Memo. 388 (Libby 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
Libby v. Commissioner, 1986 T.C. Memo. 388, 52 T.C.M. 230, 1986 Tax Ct. Memo LEXIS 218 (tax 1986).

Opinion

LINCOLN L. and FRANCES N. LIBBY, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Libby v. Commissioner
Docket No. 33520-83.
United States Tax Court
T.C. Memo 1986-388; 1986 Tax Ct. Memo LEXIS 218; 52 T.C.M. (CCH) 230; T.C.M. (RIA) 86388;
August 20, 1986.
Peter Stromer, for the petitioners.
M. Kendall Williams, for the respondent.

WRIGHT

MEMORANDUM FINDINGS OF FACT AND OPINION

WRIGHT, Judge: Respondent determined deficiencies in petitioners' Federal income tax and additions to tax as follows:

Additions to Tax
YearDeficiencySec. 6653(a) 1Sec. 6653(a)(2) 2
1979 3$1,005.00$53.00
19801,593.0080.00
19811,260.0063.0050% of the interest
due on $1,260.00
*220

*221 The issues to be decided are (1) whether petitioners are entitled to a charitable contribution deduction under section 170 for taxable years 1979, 1980, and 1981; (2) whether petitioners are liable for additions to tax under section 6653(a); and (3) whether petitioners are liable for damages under section 6673.

FINDINGS OF FACT

Some of the facts are stipulated and are so found. The stipulation of facts and atached exhibits are incorporated herein by this reference.

At the time they filed the petition in this case, petitioiners Lincoln L. Libby and Frances N. Libby, husband and wife, maintained a mailing address at P.O. Box 1152, Carmel Valley, California. Petitioners timely filed joint Federal income tax returns for each of the years in question with the Internal Revenue Service Center at Fresno, California.

During the taxable years in issue, petitioner Lincoln L. Libby was employed by Montersey Tire Service, Seaside, California, as a manager and received wages from Monterey Tire Service. Petitioner Frances N. Libby was employed during taxable year 1979 as a housekeeping supervisor at Rippling River Center, a United States Department of Housing and Urban Development (HUD) *222 facility for handicapped and disabled individuals. 4 During taxable year 1980, Mrs. Libby received wages from Eleanor Atkinson. Mrs. Libby received self-employment income during taxable year 1981, as well as wages from Sarah Oppenheimer and a distribution from a pension and profit-sharing plan.

Sometime prior to 1979, petitioners received a charter from the Universal Life Church, Modesto, California (ULC-Modesto), and established the Universal Life Church in the Wildwood, Carmel Valley, California (ULC-Wildwood). ULC-Wildwood has not been granted tax-exempt status under section 501(c)(3). 5

*223 On their 1979 return, petitioners reported cash contributions to unnamed organizations in the amount of $3,411. Similarly, petitioners reported cash contributions to unnamed organizations in the amount of $5,056 and other than cash contributions in the amount of $150 for a total of $5,206 on their 1980 return, and cash contributions in the amount of $3,207 and other than cash contributions in the amount of $105 for a total of $3,312 on their 1981 return. 6 In support of the charitable contributions taken as deductions on their 1981 return, petitioners submitted a copy of their canceled check in the amount of $100 made payable to "Universal Life Church in the Wildwood."

*224 In his notice of deficiency, respondent denied the claimed charitable contributions for lack of substantiation and for failure to meet the requirements of section 170 of the Internal Revenue Code.

OPINION

(1) Deductibility of Contributions

Under section 170, 7 a taxpayer is entitled to deduct contributions made to charitable organizations subject to certain limitations. In order to qualify for a deduction under section 170(c)

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Cite This Page — Counsel Stack

Bluebook (online)
1986 T.C. Memo. 388, 52 T.C.M. 230, 1986 Tax Ct. Memo LEXIS 218, Counsel Stack Legal Research, https://law.counselstack.com/opinion/libby-v-commissioner-tax-1986.