Munson v. Commissioner

1980 T.C. Memo. 52, 39 T.C.M. 1101, 1980 Tax Ct. Memo LEXIS 533
CourtUnited States Tax Court
DecidedFebruary 27, 1980
DocketDocket No. 7201-78.
StatusUnpublished

This text of 1980 T.C. Memo. 52 (Munson 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
Munson v. Commissioner, 1980 T.C. Memo. 52, 39 T.C.M. 1101, 1980 Tax Ct. Memo LEXIS 533 (tax 1980).

Opinion

RALPH E. and DARLENE G. MUNSON, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Munson v. Commissioner
Docket No. 7201-78.
United States Tax Court
T.C. Memo 1980-52; 1980 Tax Ct. Memo LEXIS 533; 39 T.C.M. (CCH) 1101; T.C.M. (RIA) 80052;
February 27, 1980, Filed
Ralph E. Munson, pro se.
Peter Bakutes, for the respondent.

QUEALY

MEMORANDUM FINDINGS*535 OF FACT AND OPINION

QUEALY, Judge: Respondent determined a deficiency in the amount of $5,799 in petitioners' Federal income tax for the taxable year 1974. The issues for our determination are:

(1) Whether petitioners are entitled to deductions for charitable contributions under section 170 1 totaling $1,575 for the donation of a 1962 Buick and for the donation of a medical library.

(2) Whether petitioners sustained a theft loss during 1974 in the amount of $14,300 resulting from an embezzlement within a corporation in which petitioners held stock. 2

*536 FINDINGS OF FACT

Some of the facts have been stipulated and are so found. The stipulation of facts and the exhibits attached thereto are incorporated herein by this reference.

Ralph E. Munson and Darlene G. Munson (petitioners), husband and wife, resided in Menlo Park, California at the time they filed their petition in this case. Petitioners filed a joint Federal income tax return for the year 1974 with the Director, Internal Revenue Service Center, Fresno, California.

During October of 1974, petitioners donated a 1962 Buick to Loma Linda Academy in Loma Linda, California. Loma Linda Academy is a donee of the type described in section 170(c)(2). Petitioners received a letter acknowledging receipt of the Buick.At the time of the contribution, the Buick was in need of mechanical repair to such an extent that the cost of those repairs would have exceeded its value.

On their Federal income tax return for the calendar year 1974, petitioners claimed a deduction for two charitable contributions. One was a deduction of $450 for the Buick and the other was a deduction in the amount of $1125 for the medical library.

In his notice of deficiency respondent disallowed petitioners' *537 claims contributions for failure to substantiate the dates, the adjusted bases, and the fair market values of the contributions.

Dan'l A. Boone, Inc. of Nevada [hereinafter Boone] was a Nevada corporation. During 1967, petitioners wrote the following personal checks for the purchase of capital stock in Boone:

Date of CheckAmount of Check
3/31/67$ 3,000.00
7/5/677,500.00
7/5/67423.68
Total$10,923.68

The checks were made payable to Sunnyvale Meadows and to Sunnyvale Investment Group, escrow holders designated to hold contributions to the capital of Boone until stock certificates could be issued. The checks of petitioners were negotiated in 1967. Petitioners received stock certificates from Boone for the stock purchased.

On April 8, 1974, Elijah A. Boone was convicted on 29 counts of security and grand theft violations. These 29 counts included 15 counts of illegal sales of Boone securities using false representation, and sales without first obtaining the legal permits necessary to sell stocks. Elijah A. Boone retained the money from these stock sales for his own use rather than depositing it with the corporation. Cal. Penal Code section 484*538 (West 1970) defines theft to include the fraudulent appropriation of property by one entrusted to hold that property. The stock sales which resulted in the April 8, 1974 conviction of Elijah Boone occurred between November 1969 and April 1970. Petitioners first learned in 1974 that Elijah A. Boone had embezzled funds from Boone. Respondent has conceded that petitioners are entitled to a long-term capital loss during 1974 equal to their adjusted basis in the Boone stock. 3

OPINION

Rule 142(a), Tax Court Rules of Practice and Procedure, places the burden of proof on petitioner with respect to the deficiency as determined by respondent. Welch v. Helvering, 290 U.S. 111, 115 (1933).

When, as here, taxpayer claims deductions which are disallowed by the Internal Revenue Service, the burden is on the taxpayer to prove to the Tax Court the merit of the (deductions). Rockwell v. Commissioner, 512 F.2d 882, 885 (9th Cir. 1975)*539 rehearing denied June 13, 1975, cert.

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Welch v. Helvering
290 U.S. 111 (Supreme Court, 1933)
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Bluebook (online)
1980 T.C. Memo. 52, 39 T.C.M. 1101, 1980 Tax Ct. Memo LEXIS 533, Counsel Stack Legal Research, https://law.counselstack.com/opinion/munson-v-commissioner-tax-1980.