Rogers v. Commissioner

1987 T.C. Memo. 287, 53 T.C.M. 1066, 1987 Tax Ct. Memo LEXIS 287
CourtUnited States Tax Court
DecidedJune 10, 1987
DocketDocket No. 43333-85.
StatusUnpublished

This text of 1987 T.C. Memo. 287 (Rogers 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
Rogers v. Commissioner, 1987 T.C. Memo. 287, 53 T.C.M. 1066, 1987 Tax Ct. Memo LEXIS 287 (tax 1987).

Opinion

RALPH L. ROGERS, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Rogers v. Commissioner
Docket No. 43333-85.
United States Tax Court
T.C. Memo 1987-287; 1987 Tax Ct. Memo LEXIS 287; 53 T.C.M. (CCH) 1066; T.C.M. (RIA) 87287;
June 10, 1987.
Ralph L. Rogers, pro se.
Nancy B. Herbert and Jeffrey L. Bassin, for the respondent. *288

GERBER

MEMORANDUM FINDINGS OF FACT AND OPINION

GERBER, Judge: Respondent, by a statutory notice of deficiency dated September 4, 1985, determined deficiencies in petitioner's Federal income tax as follows:

Additions to Tax
YearDeficiencySec. 6653(a)(1) 1Sec. 6653(a)(2)Sec. 6654Sec. 6651(a)(1)
1978$7,374.79$368.74 $48.90$675.10 
19799,124.02456.2074.54812.32
19808,438.33421.92115.77785.34
198111,196.00559.80 *175.161,016.98  
19824,685.00234.25 **237.65

The issues are: (1) Whether respondent's determination of tax and additions to tax should be sustained where petitioner merely asserts a "Fifth Amendment objection" to reporting and paying tax, (2) whether petitioner is entitled to a dependency exemption for his wife, and (3) whether*289 damages should be awarded under section 6673.

Petitioner's legal residence at the time of filing his petition was Kettering, Ohio. For each of the taxable years 1978, 1979, 1980, 1981 and 1982, petitioner submitted a document to the Internal Revenue Service that purported to be a Form 1040, U.S. Individual Income Tax Return. Petitioner signed each document, but did not include information from which a tax could be computed. Petitioner merely placed the words "5th Amendment" or "Object" in each information space provided on the form. Additionally, pro forma protest-type materials were attached to each document filed with the Internal Revenue Service regarding "Fifth Amendment Privileges."

At the trial, petitioner continued references to the Fifth Amendment, but did not provide any information that would even remotely suggest a reasonable basis to fear self-incrimination. Instead, petitioner stated that his course of action (filing documents with insufficient information) was essentially aimed at the Internal Revenue Service because petitioner did not trust it. Petitioner related an incident involving prior years where the Internal Revenue Service had resorted to enforced collection*290 activity against him and had levied against his wages. 2 Petitioner also raised the frivolous argument that the tax system is voluntary and that, accordingly, he should not be forced to report income and pay tax.

Petitioner has the burden of proof in regard to the deficiencies and additions to tax. Welch v. Helvering,290 U.S. 111, 115 (1933); Rule 142(a). Petitioner has not sustained this burden. The privilege against self-incrimination under the Fifth Amendment to the United States Constitution is not applicable where criminal prosecution is only a remote, speculative or unlikely possibility. Rechtzigel v. Commissioner,79 T.C. 132 (1982), affd.

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Related

Welch v. Helvering
290 U.S. 111 (Supreme Court, 1933)
Fischer v. Commissioner
50 T.C. 164 (U.S. Tax Court, 1968)
Bixby v. Commissioner
58 T.C. 757 (U.S. Tax Court, 1972)
Bagur v. Comm'r
66 T.C. 817 (U.S. Tax Court, 1976)
Reiff v. Commissioner
77 T.C. 1169 (U.S. Tax Court, 1981)
Rechtzigel v. Commissioner
79 T.C. No. 8 (U.S. Tax Court, 1982)

Cite This Page — Counsel Stack

Bluebook (online)
1987 T.C. Memo. 287, 53 T.C.M. 1066, 1987 Tax Ct. Memo LEXIS 287, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rogers-v-commissioner-tax-1987.