Petrich v. Commissioner

1980 T.C. Memo. 161, 40 T.C.M. 303, 1980 Tax Ct. Memo LEXIS 431
CourtUnited States Tax Court
DecidedMay 5, 1980
DocketDocket Nos. 3989-78, 3990-78, 3991-78.
StatusUnpublished
Cited by2 cases

This text of 1980 T.C. Memo. 161 (Petrich 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
Petrich v. Commissioner, 1980 T.C. Memo. 161, 40 T.C.M. 303, 1980 Tax Ct. Memo LEXIS 431 (tax 1980).

Opinion

KURT PETRICH, ET AL, 1 Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Petrich v. Commissioner
Docket Nos. 3989-78, 3990-78, 3991-78.
United States Tax Court
T.C. Memo 1980-161; 1980 Tax Ct. Memo LEXIS 431; 40 T.C.M. (CCH) 303; T.C.M. (RIA) 80161;
May 5, 1980, Filed
Jesse H. Petrich, for the petitioners.
Matthew W. Stanley, for the respondent.

GOFFE

MEMORANDUM FINDINGS OF FACT AND OPINION

GOFFE, Judge: The Commissioner, in his statutory notices of deficiency, determined the following deficiencies in Federal income tax against petitioners: *433

Docket No.PetitionerTaxable YearDeficiency in Tax
3989-78Kurt Petrich1974$ 432.45
19752,206.38
3990-78William A. Petrich
and Resa Petrich1975$ 514.20
19761,466.74
3991-78Henriette Owens Ori1974$1,962.81

Due to concessions, one issue remains to be decided: whether petitioners are entitled to the net operating loss carryovers that they claimed for the years in issue, which depends entirely on the amount of the casualty loss which was sustained when a fishing vessel owned by petitioners was damaged on December 4, 1972.

FINDINGS OF FACT

Some of the facts have been stipulated. The stipulation of facts awnd the exhibits attached thereto are incorporated by this reference.

Petitioner Kurt Petrich (hereinafter Kurt) filed his Federal income tax returns for the taxable years 1974 and 1975 with the Internal Revenue Service Center, Ogden, Utah. Petitioners William A. Petrich (hereinafter William) and Resa Petrich filed joint Federal income tax returns for the taxable years 1975 and 1976 with the Internal Revenue Service Center, Ogden, Utah. Petitioner Henriette Owens Ori (hereinafter Henriette) filed a joint Federal*434 income tax return for the taxable year 1974 with her former husband. All of the petitioners resided in North Bend, Washington, when they filed their petitions in this proceeding. Resa Petrich is a party to this action only because she filed a joint return for the taxable years 1975 and 1976 with her husband. Therefore, the term "petitioners" hereinafter will refer to Kurt, William, and Henriette.

On June 2, 1967, petitioners purchased a fishing vessel, the Hoquiam, for $6,500. At that time, the Hoquiam was licensed for mackerel fishing only. Petitioners desired to rebuild and outfit the Hoquiam so that it could be used to catch shrimp and crab off the coast of Alaska. However, petitioners lacked the experience necessary to rebuild the vessel and to operate the vessel as a fishing boat. Captain Jesse H. Petrich, who is the father of Kurt, William, and Henriette, possessed the necessary experience, and petitioners asked him to rebuild the Hoquiam and teach them how to operate the vessel for the purpose of fishing.

Petitioners wanted to compensate their father for his efforts and intended to do so out of the profits of their fishing operations. To memorialize*435 their intent, Kurt, William, and Henriette entered into the following Memorandum of Agreement on June 27, 1969:

On this day, hereinunder dated, we the undersigned: [Henriette, William, and Kurt], do make and covenant the following agreement with Jesse H. Petrich, our father.

(1) We are the legal and registered owners of the O/S Hoquiam, Official #96404.

(2) We have executed an irrevocable Power of Attorney to our father regarding our interests in the O/S Hoquiam.

(3) It is recognized and agreed that the O/S Hoquiam is in need of rebuilding and conversion and outfitting for the purposes of fishing and processing.

(4) It is recognized and agreed the costs of the above, and the time to accomplish same will be considerable and not now estimable in dollar figures or time.

(5) We therefore agree that: in return for our father directing and assisting us in developing the O/S Hoquiam; teaching us to fish and process the same; and to operate the vessel; we do give unto our father, Jesse H. Petrich, a sum equal to (25%) twenty-five percent of the net profits of the vessel from the time we commence operations on our own.

While Captain Jesse Petrich worked on the Hoquiam,*436 he and his wife did receive some financial support from petitioners, but that amount is indeterminable.

By May 14, 1971, the Hoquiam had been completely rebuilt by Captain Petrich. In addition to the structural repairs which had been made, the vessel had been outfitted with a new main diesel generator, engine, propeller, crab pots, hydraulic pumps, compressors, brine tanks, kitchen, electronic navigation gear, and other equipment.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

CBS Corp. v. United States
105 Fed. Cl. 74 (Federal Claims, 2012)
Lyle S. Simonson and Donna Simonson v. United States
752 F.2d 341 (Eighth Circuit, 1985)

Cite This Page — Counsel Stack

Bluebook (online)
1980 T.C. Memo. 161, 40 T.C.M. 303, 1980 Tax Ct. Memo LEXIS 431, Counsel Stack Legal Research, https://law.counselstack.com/opinion/petrich-v-commissioner-tax-1980.