Rudd v. Commissioner

79 T.C. No. 15, 79 T.C. 225, 1982 U.S. Tax Ct. LEXIS 56
CourtUnited States Tax Court
DecidedAugust 9, 1982
DocketDocket No. 6162-77
StatusPublished
Cited by13 cases

This text of 79 T.C. No. 15 (Rudd 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
Rudd v. Commissioner, 79 T.C. No. 15, 79 T.C. 225, 1982 U.S. Tax Ct. LEXIS 56 (tax 1982).

Opinion

Chabot, Judge:

FINDINGS OF FACT

Some of the facts have been stipulated; the stipulation and the stipulated exhibits are incorporated herein by this reference.

When the petition in this case was filed, petitioner resided in Fruitport, Mich.

Maihofer, Moore & DeLong (hereinafter sometimes referred to as the partnership) was formed by Raymond C. Maihofer, C. Claire Moore, and Wesley DeLong (hereinafter sometimes referred to individually, as Maihofer, Moore, and DeLong, respectively, and collectively. as the name 'partners’ ) on November 1, 1932, to engage in the practice of public accounting in the Muskegon, Mich., area.

The partnership maintained its primary office in Muskegon and drew clients from an area along the Lake Michigan shoreline which extends from South Haven, Mich, (approximately 60 to 65 miles south of Muskegon), to Charlevoix, Mich, (approximately 180 miles north of Muskegon). Clients were considered clients of the partnership rather than clients of individual partners or employees. Audit reports (including reports of cities, school districts, and townships) and tax returns prepared by the partnership’s partners and employees regularly carried the partnership’s name.

The partnership’s name was well recognized in the Muskeg-on area. The reputation associated with the partnership’s name attracted new clients to the partnership. New clients also were referred to the partnership by existing clients. The partnership encouraged its professionals to participate in speaking engagements to keep the partnership’s name in front of the public. After the partnership’s name had remained the same for about 25 years, the partners voted down an attempt by a partner, J. Roger Holmstrom (hereinafter sometimes referred to as Holmstrom), to add his name to the partnership’s name because they feared that any change in the name might jeopardize the partnership’s business.

The name partners were also partners with William P. DeLong in another partnership (hereinafter sometimes referred to as the Holland firm) which was engaged in the practice of public accounting in Holland, Mich., approximately 35 miles south of Muskegon. The Holland firm used the same name as the partnership from the late 1940’s into the 1970’s. The name partners did not perform any services for the Holland firm, but shared in its net profits in return for the use of the name.

Before December 30,1967, the partnership operated without a written partnership agreement. On that date, all the then partners executed a written partnership agreement, which provides, in part, as follows:

PARTNERSHIP AGREEMENT
Agreement made December 30, 1967, effective as of January 1, 1967, between RAYMOND C. MAIHOFER, C. CLAIRE MOORE, WESLEY De-LONG, J. R. HOLMSTROM, JAMES I. MISH, ARTHUR G. RUDD, EDWARD N. NAPERALSKY and RONALD W. DeLONG.
I
Name and Business

Some of the parties have, for a period of many years, conducted a partnership for the practice of public accounting, but without a written agreement. The parties hereto are the present partners and herein reduce their understandings to writing. The name shall continue to be "MAIHOFER, MOORE & DeLONG” and their principal office shall continue on the 4th floor of the Hackley Union National Bank Building, Muskegon, Michigan.

* * * * * * *
V
Management, Duties, Fees and Restrictions * * * # * * *
No partner shall, directly or indirectly, engage in any other business or occupation without the consent of the other partners; provided, that Raymond C. Maihofer, C. Claire Moore and Wesley DeLong may continue as partners of MAIHOFER, MOORE & DeLONG of Holland, Michigan, but shall not, hereafter, be more active in the affairs of that partnership than they have been heretofore.
[[Image here]]
IX
Voluntary Withdrawal
* * * * * * *
The value of the withdrawing partner’s interest in the partnership shall be paid to him at such times and shall be computed in such manner (and his interest shall be assigned) as is provided herein upon the death of a partner under the assumption he died on the date of withdrawal; provided, the value assigned to goodwill shall be reduced by half; and provided, further, that if he withdraws to accept employment by a client or former client of this partnership, no value shall be assigned to goodwill.
X
Retirement (Partners Emeritus)
$ ‡ ‡ ‡ ‡ ‡
The value of each of the partner’s interest [released due to retirement] shall be paid to him at such times and shall be computed in such manner (and his interest shall be assigned) as is provided herein upon the death of a partner under the assumption he died on the date of such release.
* ***** *
XI
Death
*******
The value of the deceased partner’s interest shall be his undrawn earnings, any salary due him, his share of net profits to the time of death, his share of work in process (based on appraisal by the surviving partners), the book value of his capital interest and his share of goodwill (based upon goodwill for the entire partnership of $140,000 or such other figure as may hereafter be set forth in the schedule at the end of this agreement and initialled by the partners).
* ***** *
XIV
Competition
After the voluntary withdrawal or the retirement of any partner, he shall not, without the consent of the partners, for a period of five years, and within a radius of 75 miles of Muskegon, Michigan, engage in the public accounting profession (or, after retirement, become employed by a client of the partnership); provided, this shall not preclude Raymond C. Maihofer, C. Claire Moore and Wesley DeLong from continuing as partners of Maihofer, Moore & DeLong of Holland, Michigan, as hereinabove provided.
XV
Common Disaster

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

Related

Norwalk v. Commissioner
1998 T.C. Memo. 279 (U.S. Tax Court, 1998)
P.D.B. Sports v. Commissioner
109 T.C. No. 20 (U.S. Tax Court, 1997)
Williams v. Commissioner
1997 T.C. Memo. 326 (U.S. Tax Court, 1997)
Gerling Int'l Ins. Co. v. Commissioner
98 T.C. No. 44 (U.S. Tax Court, 1992)
Feldman v. Commissioner
1991 T.C. Memo. 153 (U.S. Tax Court, 1991)
Bullard v. Commissioner
1989 T.C. Memo. 244 (U.S. Tax Court, 1989)
Cohn v. Commissioner
1985 T.C. Memo. 480 (U.S. Tax Court, 1985)
Bell v. Commissioner
1982 T.C. Memo. 660 (U.S. Tax Court, 1982)
Rudd v. Commissioner
79 T.C. No. 15 (U.S. Tax Court, 1982)

Cite This Page — Counsel Stack

Bluebook (online)
79 T.C. No. 15, 79 T.C. 225, 1982 U.S. Tax Ct. LEXIS 56, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rudd-v-commissioner-tax-1982.