Mortex Mfg. Co. v. Commissioner

1994 T.C. Memo. 110, 67 T.C.M. 2412, 1994 Tax Ct. Memo LEXIS 111
CourtUnited States Tax Court
DecidedMarch 21, 1994
DocketDocket Nos. 9423-91, 11279-91
StatusUnpublished
Cited by1 cases

This text of 1994 T.C. Memo. 110 (Mortex Mfg. Co. 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
Mortex Mfg. Co. v. Commissioner, 1994 T.C. Memo. 110, 67 T.C.M. 2412, 1994 Tax Ct. Memo LEXIS 111 (tax 1994).

Opinion

MORTEX MANUFACTURING CO., INC., Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Mortex Mfg. Co. v. Commissioner
Docket Nos. 9423-91, 11279-91
United States Tax Court
T.C. Memo 1994-110; 1994 Tax Ct. Memo LEXIS 111; 67 T.C.M. (CCH) 2412;
March 21, 1994, Filed

*111 Decision will be entered under Rule 155.

For petitioner: Susan M. Freund and Steven Russo.
For respondent: Susan E. Seabrook.
SHIELDS

SHIELDS

MEMORANDUM FINDINGS OF FACT AND OPINION

SHIELDS, Judge: In these consolidated cases, respondent determined deficiencies in petitioner's income tax for its fiscal years ending on March 31, 1987, 1988, and 1989, in the respective amounts of $ 5,698, $ 262,617, and $ 129,252.

After concessions, 1 the only issue for decision is whether petitioner, Mortex Manufacturing Co., Inc. (Mortex), is entitled to claim deductions, for fiscal years 1988 and 1989, under section 162(a)(1) 2*112 for the full amounts paid to its officers as compensation. 3 Petitioner argues in the alternative that, if a portion of the payments made to the officers is found to be unreasonable compensation for services rendered, then the disallowed amounts are properly deductible for the use by petitioner of certain patents and a trade secret owned by one or more of the officers.

FINDINGS OF FACT

Petitioner, an Arizona corporation with its principal place of business at Tucson, was organized in 1976 by Max W. Deason (Max), his wife, Jo Elsie Deason (Jo), and their children Ted Deason (Ted), Ann Deason (Ann), and Bart Deason (Bart) to carry on a business which Max with Jo's help had founded and developed over a period of years as a sole proprietorship. The business consists of the manufacture and distribution of products used in the construction of swimming pools.

Max, an inventor and entrepreneur, was the moving force behind the business both before and after its incorporation until his death in 1987. However, all other members of the family were closely involved in the business from its inception. Jo was responsible for its finances, and all of the children worked in the business*113 when they were students and later when they were shareholders of the corporation. Ann subsequently married Donald Poyas (Don), who began to work for the business in 1970. Ted's wife Carlene Deason (Carlene) became a vice president of the corporation in 1988. 4

Upon its incorporation, 200,000 shares of Mortex's common stock were issued at $ 1 per share as follows:

Max Deason62,000 shares
Jo Deason60,000 shares
Ann Deason26,000 shares
Ted Deason26,000 shares
Bart Deason26,000 shares

By March 31, 1981, the stock ownership was as follows:

Max Deason118,998 shares
Jo Deason2 shares
Ann Deason Poyas40,500 shares
Ted Deason40,500 shares

*114 In April 1981, Ted and Ann purchased their father's shares in petitioner, and thereafter through the fiscal years in question petitioner's stock was held as follows:

Ted Deason99,999 shares
Ann Deason Poyas99,999 shares
Jo Deason2 shares

The total payments made to its officers 5 as compensation by petitioner for fiscal years 1988 and 1989 were as follows:

NameTitle 1988 1989 
Ted DeasonPresident$ 315,080$ 242,080
Carlene DeasonVice president46,00068,000
Ann Deason PoyasSecretary201,700160,200
Donald PoyasVice president201,700

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1994 T.C. Memo. 110, 67 T.C.M. 2412, 1994 Tax Ct. Memo LEXIS 111, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mortex-mfg-co-v-commissioner-tax-1994.