Meshulam v. Commissioner

1976 T.C. Memo. 111, 35 T.C.M. 501, 1976 Tax Ct. Memo LEXIS 289
CourtUnited States Tax Court
DecidedApril 12, 1976
DocketDocket No. 3538-74.
StatusUnpublished

This text of 1976 T.C. Memo. 111 (Meshulam 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
Meshulam v. Commissioner, 1976 T.C. Memo. 111, 35 T.C.M. 501, 1976 Tax Ct. Memo LEXIS 289 (tax 1976).

Opinion

JENNIE S. MESHULAM, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Meshulam v. Commissioner
Docket No. 3538-74.
United States Tax Court
T.C. Memo 1976-111; 1976 Tax Ct. Memo LEXIS 289; 35 T.C.M. (CCH) 501; T.C.M. (RIA) 760111;
April 12, 1976, Filed
Jennie S. Meshulam, pro se. W. J. Frank, for the respondent.

SCOTT

SCOTT, Judge: Respondent determined a deficiency in petitioner's Federal income tax for the calendar year 1971 in the amount of $669.12.

The issue for decision is whether petitioner is entitled to claim a dependency exemption for each of her five children. The parties recognize that if petitioner is not entitled to these dependency exemptions, respondent properly disallowed a medical expense deduction which she claimed under section 213, I.R.C. 1954, 1 and if she is entitled to the*292 claimed dependency exemptions, she is also entitled to the medical expense deduction.

FINDINGS OF FACT

Some of the facts have been stipulated and are found accordingly.

Petitioner, who resided in Centerville, Massachusetts at the time of the filiing of her petition in this case, filed her Federal income tax return for the calendar year 1971 with the Director, Internal Revenue Service Center, Andover, Massachusetts.

Petitioner and her former husband, Isak Ozkultur Meshulam, were divorced by a decree of the Probate Court for Hampton County of the Commonwealth of Massachusetts, entered on March 15, 1968. This decree provided in part:

IT IS DECREED, NISI, that a divorce from the bond of matrimony between the said libellant [petitioner] and libellee [petitioner's former husband] be granted the said libellant * * * and that, upon and after the expiration of six months from the entry of this decree it shall become and be absolute unless, upon the application of any person interested within such period, the Court shall otherwise order, and it is further decreed that*293 the care and custody of Rachelle Meshulam, Samuel Meshulam, Suzette Meshulam, Deborah Meshulam, and Andrew Meshulam, minor children of said parties, be awarded to said libellant; that said libellee pay to said libellant for the support of said minors, the sum of two hundred fifty ( $250.) dollars each and every week; that said libellee have the right to claim said minors as his dependents for income tax purposes; * * *.

On November 12, 1969, the Probate Court for Hampton County of the Commonwealth of Massachusetts entered an order entitled "Modification of Decree" in which it provided that:

[The] decree for divorce granted to said libellant against said libellee and dated March 15, 1968, as modified, be further modified in that the order for payments to be made by said libellee to said libellant be changed, and that said libellee shall hereafter pay to said libellant for the support of [the five minor children] * * * the sum of one hundred seventy-five ( $175.) dollars each and every week; * * *.

On October 27, 1970, the probate Court for Hampton County of the Commonwealth of Massachusetts entered an order entitled "Modification of Decree" in which it stated:

[That] the*294 decree for divorce granted to said libellant against said libellee and dated March 15, 1968, as modified, be further modified in that the order for payments to be made by said libellee to said libellant be changed, and that said libellee shall hereafter pay to said libellant for the support of herself, the sum of twenty-five ( $25.) dollars each and every week, and the further sum of one hundred fifty ( $150.) dollars each and every week for the support of * * *, minor children of said parties, * * *.

On October 27, 1970, the Probate Court of Hampton County of the Commonwealth of Massachusetts also entered an order entitled "Order For Payment of Arrearages." This order provided:

* * * [That] said libellee pay to said libellant an additional sum of fifty ( $50.) dollars each and every week, said sum to be applied toward payment of arrearages now due in the sum of two thousand three hundred ($2,300.) dollars under the decree for divorce granted to said libellant against said libellee and dated March 15, 1968, as modified, until paid in full or until the further order of the Court.

IT IS FURTHER ORDERED that twenty-five (25%) per cent of all monies earned by said libellant shall*295 also be applied toward payment of said arrearages until paid in full or until the further order of the Court.

During the calendar year 1971, petitioner's former husband drew 23 checks to her order for $175 each. Twenty-two of these checks were cashed by petitioner and one check was endorsed by her to her attorney. Of each of the 23 checks written, the amount of $150 was for support of the minor children of petitioner and her former husband. In addition to the 23 checks, petitioner's former husband, in 1971, paid a total of $90 directly to Rachelle Meshulam, one of the children.

In accordance with the provisions of the Order For Payment of Arrearages entered by the Probate Court of Hampton County of the Commonwealth of Massachusetts on October 27, 1970, petitioner's former husband paid to her a total of $450 arrearages in 1970. In 1971, he paid to petitioner $600 towards these arrearages and in 1972 he paid petitioner $350 towards these arrearages.

Sometime in 1971, petitioner became employed. Because of her employment, the remaining $900 of arrearages was not paid to her by her former husband but was discharged in accordance with the provisions of the Order For Payment of Arrearages*296 that "twenty-five (25%) per cent of all monies earned by libellant [petitioner] shall also be applied toward payment of said arrearages * * *."

For the calendar year 1971, petitioner filed Forms 2038-B with the Internal Revenue Service with respect to each of her children. The Form 2038-B for Deborah Meshulam shows her total support in 1971 to be $2,537 and the amount contributed by others (petitioner's former husband) to be $948.

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Bluebook (online)
1976 T.C. Memo. 111, 35 T.C.M. 501, 1976 Tax Ct. Memo LEXIS 289, Counsel Stack Legal Research, https://law.counselstack.com/opinion/meshulam-v-commissioner-tax-1976.