Mori v. Commissioner

1982 T.C. Memo. 175, 43 T.C.M. 1000, 1982 Tax Ct. Memo LEXIS 566
CourtUnited States Tax Court
DecidedApril 7, 1982
DocketDocket No. 18629-80
StatusUnpublished

This text of 1982 T.C. Memo. 175 (Mori 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
Mori v. Commissioner, 1982 T.C. Memo. 175, 43 T.C.M. 1000, 1982 Tax Ct. Memo LEXIS 566 (tax 1982).

Opinion

MICHIO MORI, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Mori v. Commissioner
Docket No. 18629-80
United States Tax Court
T.C. Memo 1982-175; 1982 Tax Ct. Memo LEXIS 566; 43 T.C.M. (CCH) 1000; T.C.M. (RIA) 82175;
April 7, 1982.
Richard M. Buhrfiend and Ronald E. Hahn, for the petitioner.
Lawrence C. Letkewicz and Bobby D. Burns, for the respondent.

WILBUR

*567 MEMORANDUM OPINION

WILBUR, Judge: This matter comes before the Court on respondent's motion to dismiss for lack of jurisdiction on the ground that the petition herein was not timely filed and on petitioner's motion to dismiss on the grounds that the deficiency notice was not sent to his last known address.

The issue for decision is whether the notice of deficiency was mailed to petitioner's "last known address" within the meaning of section 6212(b)(1). 1 The facts relevant to a resolution of this issue are set forth below.

Petitioner, a citizen of Japan, entered the United States in April 1975 on a temporary assignment with Quasar Electronic Company, a division of Matsushita Electric Corporation of America. In April 1976, petitioner timely filed a Form 1040 but included income and expenses attributable to the period from April 1, 1975 to March 31, 1976. Upon learning that he should have filed his return based on a calendar year, petitioner filed an amended return for the taxable year ending December 31, 1975 on which he reported income and expenses attributable*568 to the 1975 calendar year. Petitioner's 1975 amended return was received by the Kansas City Service Center on February 18, 1977. At the same time, petitioner also filed a return for the 1976 taxable year on which he reported income and expenses attributable to that year. The address appearing on these returns was:

2 S. 340 Glen Ave., Lombard, Ill. 60148

Petitioner departed from the United States on February 25, 1977 to continue his employment with Matsushita Electric Corporation in Japan. Prior to his departure, he filed a Departing Alien Income Tax Return, Form 1040C, listing his foreign address as:

107-2 Hiyoshidai, Takatsuki, Japan

Petitioner's United States address listed on the Form 1040C was:

In June 1978, a Nonresident Alien Income Tax Return, Form 1040NR, for 1977 was filed with the Philadelphia Service Center, bearing petitioner's name and listing his address as:

71 Kawaramachi, 5 Chone, Higashi, Ku Osaka, Japan, C.P.O. Box 288, Osaka, Japan

The return was signed by petitioner's representative, Edward A. Ahern, but was neither signed by the petitioner nor dated.

On January 10, 1980, the Internal Revenue Service's*569 Office of International Operations (OIO) sent by registered mail a notice of deficiency in respect of the taxable years 1975 and 1976 to petitioner at the following address: 107-2 Hiyoshidai, Takatsuki, Japan. The notice was not deliverable at this address and was returned to respondent on March 13, 1980.

By letters dated December 21, 1979 and February 1, 1980, respondent issued payment notices to petitioner for 1975. The notices were mailed to petitioner, c/o Matsushith [Matsushita] Electric Trading Co. Lt., 40 N. Dearborn St., Chicago, Il. 60648. On February 25, 1980, petitioner's representative, Edward A. Ahern, wrote to the Philadelphia Service Center requesting an explanation of the notice dated December 21, 1979.

On May 13, 1980, the Director of OIO mailed to petitioner, by regular mail, Form L-275, advising petitioner that no further change to the notice of deficiency was warranted and enclosed therein a copy of the notice of deficiency which was not deliverable. This mailing was sent to petitioner at the following address:

c/o Matsushita Electric

Somdai [Sendai] Branch, 1-11, Kokubuncho-III

Sendai, 908 [980], Japan

Petitioner actually received this mailing*570 and filed his petition with this Court on October 3, 1980, more than 150 days after the respondent mailed the notice of deficiency to petitioner's 107-2 Hiyoshidai address.

The Secretary of the Treasury or his delegate is authorized pursuant to section 6212(a) to send a notice of deficiency to a taxpayer when it has been determined that a deficiency exists. Under section 6212(b)(1), a statutory notice of deficiency will be sufficient if mailed to the taxpayer's "last known address." Within 90 days, or 150 days if the notice is addressed to a person outside the United States, the taxpayer may file a petition with this Court for a redetermination of the proposed deficiency. Section 6213(a).

If we find that the notice of deficiency was mailed to petitioner's last known address, we must grant respondent's motion to dismiss for lack of jurisdiction because of the untimeliness of the petition. Stewart v. Commissioner,55 T.C. 238 (1970); McCormick v. Commissioner,55 T.C. 138 (1970). If, however, we find that the notice was not mailed to petitioner's last known address, we are still without jurisdiction to proceed because a valid notice was not*571 sent. Shelton v. Commissioner,63 T.C. 193, 195 (1974); Heaberlin v. Commissioner,34 T.C. 58 (1960). We therefore must decide whether the notice of deficiency was mailed to petitioner's last known address under section 6212(b)(1). 2

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1982 T.C. Memo. 175, 43 T.C.M. 1000, 1982 Tax Ct. Memo LEXIS 566, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mori-v-commissioner-tax-1982.