McDonald v. Commissioner

1980 T.C. Memo. 342, 40 T.C.M. 1073, 1980 Tax Ct. Memo LEXIS 241
CourtUnited States Tax Court
DecidedAugust 27, 1980
DocketDocket No. 10926-78.
StatusUnpublished

This text of 1980 T.C. Memo. 342 (McDonald 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
McDonald v. Commissioner, 1980 T.C. Memo. 342, 40 T.C.M. 1073, 1980 Tax Ct. Memo LEXIS 241 (tax 1980).

Opinion

ADRIAN R. McDONALD, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
McDonald v. Commissioner
Docket No. 10926-78.
United States Tax Court
T.C. Memo 1980-342; 1980 Tax Ct. Memo LEXIS 241; 40 T.C.M. (CCH) 1073; T.C.M. (RIA) 80342;
August 27, 1980, Filed
Christopher B. Sterner, for the respondent.

WILBUR

MEMORANDUM OPINION

WILBUR, Judge: The Commissioner determined the following income tax deficiencies and additions to tax against petitioner:

Additions to Tax
YearDeficiencyUnder Sec. 6653(b)
1970$ 1,433.92
19711,941.78
19721,470.68
1973$ 4,470.134,055.76
1974642.29
1975580.26
1976195.13

The issue for decision is whether petitioner's failure to file timely income*242 tax returns for the years in question was fraudulent with intent to evade tax under section 6653(b).1 Respondent urges that, should we find there was no fraud involved, alternate penalties under sections 6651(a) and 6653(a) be imposed as follows:

SectionSection
Year6651(a)6653(a)
1970$ 716.96$ 143.39
1971970.89194.18
1972735.34147.07
19732,027.88405.58
1974321.1464.23
1975290.1358.03
197697.5719.51

The relevant facts have been deemed to be admitted under Rule 37(c), Tax Court Rules of Practice and Procedure, and the case has been submitted under Rule 122. The Court will therefore sustain the respondent's deficiency determination and rule on the fraud issue on the basis of the facts admitted without trial. 2 The relevant portions of the answer are incorporated herein by this reference, and the facts are so found.

*243 Petitioner failed to file timely income tax returns for the years 1970 through 1976. After being contacted on numerous occasions by Internal Revenue Service agents, he filed delinquent returns for the years 1970 through 1973 on November 21, 1977; for 1974 and 1976 on December 23, 1977; and for 1975 on December 12, 1977. The Commissioner accepted petitioner's computation of his taxable income for all the years in question save 1973 despite petitioner's failure to keep complete and accurate records of his income for those years.

During the period in which he did not file income tax returns, Mr. McDonald did file employer payroll tax returns. He also prepared Form 1040, Schedule C forms for 1970 and 1971, which he presented to the Ogdensburg Urban Renewal Agency (Ogdensburg, New York) in order to substantiate his claim for a relocation allowance in August of 1972.These forms were not filed with the Internal Revenue Service, however.

Petitioner was convicted of grand larceny in the second degree and served a prison term as the result of his conversion in 1973 of $11,349.45 belonging to an incompetent for whom he acted as committee. The $4,471.13 tax deficiency for the year*244 1973 is based on this embezzlement income, which petitioner did not report in his delinquent return for that year. Respondent has also determined penalties for fraud amounting to $10,319.82, or, in the alternative, $6,191.90 in penalties for failure to timely file and for negligent or intentional disregard of the rules and regulations. Petitioner, an attorney, did file income tax returns for the years 1968 and force. For all or most of the years in question here, he was actively practicing law as a sole practitioner in Ogdensburg, New York, and received substantial income from his practice.

The term "fraud" means actual, intentional wrongdoing and the intent required is the specific purpose to evade the payment of taxes believed to be owing.

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53 T.C. 96 (U.S. Tax Court, 1969)
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Cirillo v. Commissioner
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Estate of Mazzoni v. Commissioner
451 F.2d 197 (Third Circuit, 1971)

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Bluebook (online)
1980 T.C. Memo. 342, 40 T.C.M. 1073, 1980 Tax Ct. Memo LEXIS 241, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcdonald-v-commissioner-tax-1980.