Martin v. Commissioner

1986 T.C. Memo. 499, 52 T.C.M. 728, 1986 Tax Ct. Memo LEXIS 112
Procedural entryThis page is a short order in Martin v. Commissioner. Read the opinion of the Court — 84 T.C. 620
United States Tax Court·Decided September 30, 1986·No. Docket No. 16420-83.·Unpublished

Opinion

CHARLIE MARTIN, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Martin v. Commissioner
Docket No. 16420-83.
United States Tax Court
T.C. Memo 1986-499; 1986 Tax Ct. Memo LEXIS 112; 52 T.C.M. (CCH) 728; T.C.M. (RIA) 86499;
September 30, 1986.
Joe Alfred Izen, Jr., for the petitioner.
David W. Johnson, for the respondent.

SHIELDS

MEMORANDUM FINDINGS OF FACT AND OPINION

SHIELDS, Judge: In the notice of deficiency, respondent determined deficiencies in and additions to petitioner's income taxes as follows:

Additions to Tax
YearDeficiencySection 6653(b) 1Section 6654
1978$17,415.26$8,707.63$556.51
19793,945.361,972.68164.48
19803,999.581,999.79255.10
19814,807.632,403.82368.71

*113 In an amended answer, respondent sought to increase and to decrease the deficiencies and additions to tax to the following amounts:

Additions to Tax
YearDeficiencySection 6653(b)Section 6654
1978$17,691.35$8,845.68$564.78
197911,843.955,921.98496.47
19808,611.264,305.63549.23
19813,826.631,913.31227.46

The issues are: (1) whether petitioner received unreported taxable income as determined by respondent; (2) whether petitioner is liable in each year for additions to tax for fraud under section 6653(b), or in the alternative, is liable for each year for additions to tax under section 6651(a) for failing to file timely income tax returns, and additions to tax for negligence or intentional disregard of rules and regulations under section 6653(a) for 1978, 1979 and 1980 and section 6653(a)(1) and (2) for 1981; and (3) whether petitioner is liable for the addition to tax under section 6654.

*114 FINDINGS OF FACT

Respondent's proposed stipulation of facts was deemed stipulated pursuant to Rule 91(f) and the facts set forth therein are so found. The stipulation and attached exhibits are incorporated herein by reference.

Petitioner resided in LaPorte, Texas, at the time his petition was filed in this case. He did not file income tax returns for 1978 through 1981. During these years and for several years prior thereto, petitioner was engaged in the contracting business as a sole proprietor.

During the years in dispute petitioner deposited most of the receipts from the contracting business in two bank accounts. He opened one in January 1978 at the Bayshore National Bank in LaPorte in the name "C & M Foundation and Roofing Contractor." He opened the other in 1977 or 1978 at the First City Bank of LaPorte in the name "Universal Church of Adoration." Petitioner was the only signatory on each account and used the funds deposited in the accounts to pay expenses of the contracting business as well as his personal expenses.

The Universal2 Church of Adoration (the "Church of Adoration") was purportedly "organized" by petitioner in 1977 or 1978. At that time petitioner opened*115 the bank account in the name of the church and purportedly transferred to the church all of the other assets theretofore used by him in the contracting business. At the same time he also changed the name of the business from Charlie Martin Construction Company to C & M Foundation and Roofing Contractor and quitclaimed two parcels of real property to the church. In addition, in December 1977 petitioner transferred his truck to the Order of Plato, another church purportedly "established" by petitioner. With the exception of activity in the bank account and the recording of the quitclaim deeds petitioner took no action with respect to the Universal Church of Adoration. The transfer of the truck title was the only transaction involving the Order of Plato.

In September 1980, petitioner executed under penalties of perjury and submitted to respondent a Form 433-AB, Statement of Financial Condition and Other Information, in connection with deficiencies assessed against petitioner for the years 1973 through 1975.

Free access — add to your briefcase to read the full text and ask questions with AI

Martin v. Commissioner, 1986 T.C. Memo. 499, 52 T.C.M. 728, 1986 Tax Ct. Memo LEXIS 112 (tax 1986).

1986 T.C. Memo. 499 (Martin v. Commissioner) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.