Marcy v. Comm'r

2008 T.C. Memo. 166, 96 T.C.M. 8, 2008 Tax Ct. Memo LEXIS 166
CourtUnited States Tax Court
DecidedJuly 7, 2008
DocketNo. 12149-04
StatusUnpublished
Cited by2 cases

This text of 2008 T.C. Memo. 166 (Marcy 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
Marcy v. Comm'r, 2008 T.C. Memo. 166, 96 T.C.M. 8, 2008 Tax Ct. Memo LEXIS 166 (tax 2008).

Opinion

GARDNER N. AND MARIA MARCY, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Marcy v. Comm'r
No. 12149-04
United States Tax Court
T.C. Memo 2008-166; 2008 Tax Ct. Memo LEXIS 166; 96 T.C.M. (CCH) 8;
July 7, 2008, Filed
*166
Rodney W. Osborne, for petitioners.
John Aletta, for respondent.
Joseph H.Gale

JOSEPH H. GALE

MEMORANDUM FINDINGS OF FACT AND OPINION

GALE, Judge: This matter is before the Court on petitioners' motion to dismiss for lack of jurisdiction. 1 Petitioners' motion contends that the Court lacks jurisdiction because the notices of deficiency with respect to petitioners' 2000 taxable year were not mailed to them before the expiration of the period of limitations on assessment. Respondent objects.

FINDINGS OF FACT

Some of the facts have been stipulated and are so found. The stipulation of facts is incorporated herein by this reference. Petitioners resided in Illinois when they filed their petition.

Petitioners timely filed their *167 Federal income tax return for 2000 on or before April 15, 2001. Petitioner's return was due by April 16, 2001, because April 15 fell on a Sunday in that year. On April 14, 2004, respondent mailed a duplicate notice of deficiency with respect to petitioners' 2000 taxable year by certified mail with return receipt requested to each petitioner at his or her last known address and a copy of the notice to their attorney, Rodney W. Osborne. 2 Respondent applied metered postage of $ 3.36 to each of the three envelopes, sufficient to pay the cost of certified mailing for each notice, but insufficient (by $ 1.75 for each) to pay for the return receipt service requested. 3

On April 17, 2004, the notices of deficiency mailed to petitioners were delivered to petitioners' last known address (i.e., their residence) and received by petitioner Maria Marcy's daughter, who resided there. The notice envelopes bore the marking "POSTAGE DUE $ 1.75". That amount was paid upon delivery. On *168 April 19, 2004, petitioners' attorney received the copy of the notice of deficiency mailed to him. The envelope containing the copy did not bear any notation concerning postage due and was delivered without additional charge.

On July 12, 2004, petitioners filed a timely petition with respect to the notice of deficiency.

OPINION

Petitioners argue that the notices of deficiency are invalid because, on account of respondent's affixing insufficient postage when the notices were delivered to the post office, the notices were not mailed according to the requirements of section 6212(a). 4 Petitioners contend that, as a result, the mailing of the notices on April 14, 2004, did not operate to suspend the running of the period of limitations pursuant to section 6503(a)(1), and the period of limitations expired on April 16, 2004, before petitioners or their attorney received the notices.

Section 6501(a) generally requires that the amount of any tax imposed by the Internal Revenue Code be assessed within 3 years after the return is filed (whether timely or late). For purposes of the foregoing, *169 a return filed before its due date is treated as filed on the due date. Sec. 6501(b)(1). Income tax returns of calendar year individual taxpayers are generally due on April 15 following the close of the calendar year. Sec. 6072(a). The parties have stipulated that petitioners' return was filed on or before April 15, 2001, and because April 15 fell on a Sunday in 2001, the due date for petitioners' return was April 16, 2001. Thus, under section 6501(b)(1) petitioners' return is treated as filed on April 16, 2001, for purposes of the period of limitations on assessment. Consequently, the period of limitations on assessment for petitioners' 2000 return would have expired on April 16, 2004, absent tolling.

The running of the section 6501(a) period of limitations on assessment is suspended "after the mailing of a notice under section 6212(a)". Sec. 6503(a)(1); see also St. Joseph Lease Capital Corp. v. Commissioner, 235 F.3d 886, 888-889 (4th Cir. 2000), affg.

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Bluebook (online)
2008 T.C. Memo. 166, 96 T.C.M. 8, 2008 Tax Ct. Memo LEXIS 166, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marcy-v-commr-tax-2008.