Petrucci v. Commissioner

1984 T.C. Memo. 51, 47 T.C.M. 1003, 1984 Tax Ct. Memo LEXIS 620
CourtUnited States Tax Court
DecidedJanuary 31, 1984
DocketDocket No. 10049-81.
StatusUnpublished

This text of 1984 T.C. Memo. 51 (Petrucci 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
Petrucci v. Commissioner, 1984 T.C. Memo. 51, 47 T.C.M. 1003, 1984 Tax Ct. Memo LEXIS 620 (tax 1984).

Opinion

STEPHEN G. PETRUCCI and A. NANNETTE PETRUCCI, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Petrucci v. Commissioner
Docket No. 10049-81.
United States Tax Court
T.C. Memo 1984-51; 1984 Tax Ct. Memo LEXIS 620; 47 T.C.M. (CCH) 1003; T.C.M. (RIA) 84051;
January 31, 1984.
Stephen G. Petrucci, pro se.
James Gehres, for the respondent.

COHEN

MEMORANDUM OPINION

COHEN, Judge: Respondent determined a deficiency of $2,000 in petitioners' Federal income taxes for the year ended December 31, 1977, resulting from respondent's determination that petitioners were required*622 to recapture a credit claimed in 1975 under section 44. 1

All of the facts have been stipulated, and the stipulation of facts is incorporated herein by this reference. Petitioners resided within the State of Colorado at the time the petition was filed.

On July 18, 1975, petitioners purchased a new principal residence located in Burnsville, Minnesota (the Minnesota residence), at a cost of $50,097. On their 1975 income tax return, petitioners claimed and were allowed under section 44 a $2,000 tax credit attributable to the purchase of the Minnesota residence.

In January 1976, Mr. Petrucci's employer relocated petitioners to Kalamazoo, Michigan. On February 4, 1976, petitioners purchased a replacement principal residence located in Kalamazoo (the Michigan residence) for $41,398. The Michigan residence had been previously occupied. On April 1, 1976, petitioners sold the Minnesota residence for $51,900.

Section 44 provided a credit against tax, up to a maximum of $2,000, for the purchase of a new principal residence*623 between March 12, 1975, and January 1, 1977. Respondent does not deny petitioners' qualifications for the credit claimed by them in 1975. The dispute between the parties is over the correct application of the following portions of section 44:

(c) Definitions.--For purposes of this section--

(1) New principal residence.--The term "new principal residence" means a principal residence (within the meaning of section 1034), the original use of which commences with the taxpayer * * *.

* * *

(d) Recapture for Certain Dispositions.--

(1) In General.--Except as provided in paragraphs (2) and (3), if the taxpayer disposes of property with respect to the purchase of which a credit was allowed under subsection (a) at any time within 36 months after the date on which he acquired it (or, in the case of construction by the taxpayer, on the day on which he first occupied it) as his principal residence, then the tax imposed under this chapter for the taxable year in which terminates the replacement period under paragraph (2) with respect to the disposition is increased by an amount equal to the amount allowed as a credit for the purchase of such property.

(2) Acquisition of new residence.*624 --If, in connection with a disposition described in paragraph (1) and within the applicable period prescribed in section 1034, the taxpayer purchases or constructs a new principal residence, then the provisions of paragraph (1) shall not apply and the tax imposed by this chapter for the taxable year following the taxable year during which disposition occurs is increased by an amount which bears the same ratio to the amount allowed as a credit for the purchase of the old residence as (A) the adjusted sales price of the old residence (within the meaning of section 1034), reduced (but not below zero) by the taxpayer's cost of purchasing the new residence (within the meaning of such section) bears to (B) the adjusted sales price of the old residence.

(3) Death of owner; casualty loss; involuntary conversion; etc.-- The provisions of paragraph (1) do not apply to--

(A) a disposition of a residence made on account of the death of any individual having a legal or equitable interest therein occurring during the 36 month period to which reference is made under such paragraph,

(B) a disposition of the old residence if it is substantially or completely destroyed by a casualty described in*625 section 165(c)(3) or compulsorily and involuntarily converted (within the meaning of section 1033(a)), or

(C) a disposition pursuant to a settlement in a divorce or legal separation proceeding where the other spouse retains the residence as principal residence.

Petitioners contend that they are not required to recapture the credit taken in 1975 because (1)

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Bluebook (online)
1984 T.C. Memo. 51, 47 T.C.M. 1003, 1984 Tax Ct. Memo LEXIS 620, Counsel Stack Legal Research, https://law.counselstack.com/opinion/petrucci-v-commissioner-tax-1984.