Pugh v. Comm'r

2009 T.C. Memo. 138, 97 T.C.M. 1791, 2009 Tax Ct. Memo LEXIS 137
CourtUnited States Tax Court
DecidedJune 15, 2009
DocketNo. 18062-07
StatusUnpublished
Cited by1 cases

This text of 2009 T.C. Memo. 138 (Pugh v. Comm'r) 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
Pugh v. Comm'r, 2009 T.C. Memo. 138, 97 T.C.M. 1791, 2009 Tax Ct. Memo LEXIS 137 (tax 2009).

Opinion

ARNOLD H. PUGH, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Pugh v. Comm'r
No. 18062-07
United States Tax Court
T.C. Memo 2009-138; 2009 Tax Ct. Memo LEXIS 137; 97 T.C.M. (CCH) 1791;
June 15, 2009, Filed
*137
Arnold H. Pugh, Pro se.
Diana P. Hinton, for respondent.
Vasquez, Juan F.

JAUN F. VASQUEZ

MEMORANDUM OPINION

VASQUEZ, Judge: This case is before the Court on respondent's motion for summary judgment and to impose a penalty under section 6673. All section references are to the Internal Revenue Code, and all Rule references are to the Tax Court Rules of Practice and Procedure.

After concessions, 1 the issues for decision are whether petitioner is liable for the deficiency for 2004, and whether petitioner engaged in behavior warranting the imposition of a penalty pursuant to section 6673(a).

Background

At the time he filed the petition, petitioner resided in New York.

On Form W-2, Wage and Tax Statement, Verizon Services Corp. reported to respondent that it paid $ 107,465 in wages to petitioner in 2004. On Form 1099-B, Proceeds From Broker and Barter Exchange Transactions, *138 National Financial Services L.L.C. reported to respondent that petitioner received $ 9,361 in proceeds from the sale of stocks and bonds in 2004. On Form 1099-DIV, Dividends and Distributions, Verizon Communications reported to respondent that it paid petitioner a $ 98 ordinary dividend in 2004. On Form 1099-INT, Interest Income, National Financial Services L.L.C. reported to respondent that it paid petitioner $ 2 interest income in 2004. On Form 1099-INT, JPMorgan Chase Bank NA reported to respondent that it paid petitioner $ 38 interest income in 2004.

On January 19, 2007, petitioner submitted a Form 1040, U.S. Individual Income Tax Return, for 2004. On his Form 1040 petitioner included $ 107,465 of wages, $ 42 of taxable interest income, and $ 198 of ordinary dividends. Petitioner did not include capital gain income. Petitioner also claimed on Schedule A, Itemized Deductions, a deduction of $ 107,465 for "compensation for services actually rendered."

Petitioner attached to his Form 1040 a Form 8275, Disclosure Statement. In the disclosure statement, petitioner argued that his compensation for services (wages) was exempt from income because: (1) "The claim is founded upon a common *139 law immunity which rendered any money earned from the right of accession immune from taxation"; (2) "The United States Code defined this immunity as a 'white citizen' right"; and (3) his wages were not taxable under a claim of right and under section 1341.

Petitioner made similar arguments, notably that his wages were not taxable under section 1341, on his 2003 Form 1040. Petitioner's 2003 tax year was at issue in docket No. 20893-06. In an order and decision, the Court upheld respondent's determination not to allow a Schedule A itemized deduction for wages for 2003 and imposed a $ 10,000 section 6673 penalty as the Court determined that petitioner asserted only frivolous and groundless arguments of claim of right and under section 1341. The Court admonished petitioner that the Court would consider imposing a larger penalty if petitioner returned to the Court and advanced similar arguments.

Respondent issued petitioner a statutory notice of deficiency determining a deficiency of $ 26,635 for 2004 and additions to tax of $ 2,290.05, $ 763.35, and $ 242.35, pursuant to sections 6651(a)(1) and (2) and 6654, respectively.

Petitioner petitioned the Court. Respondent moved for summary judgment *140 and to impose a penalty under section 6673. A hearing was held on respondent's motion. Petitioner failed to appear at the hearing on the motion (nor was there anyone there to represent him).

DiscussionI. Summary Judgment

Rule 121(a) provides that either party may move for summary judgment upon all or any part of the legal issues in controversy. Summary judgment is intended to expedite litigation and avoid unnecessary and expensive trials.

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Related

Hatling v. Comm'r
2012 T.C. Memo. 293 (U.S. Tax Court, 2012)

Cite This Page — Counsel Stack

Bluebook (online)
2009 T.C. Memo. 138, 97 T.C.M. 1791, 2009 Tax Ct. Memo LEXIS 137, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pugh-v-commr-tax-2009.