Russello v. Commissioner

1989 T.C. Memo. 391, 57 T.C.M. 1126, 1989 Tax Ct. Memo LEXIS 390
CourtUnited States Tax Court
DecidedJuly 31, 1989
DocketDocket No. 12301-87
StatusUnpublished

This text of 1989 T.C. Memo. 391 (Russello 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
Russello v. Commissioner, 1989 T.C. Memo. 391, 57 T.C.M. 1126, 1989 Tax Ct. Memo LEXIS 390 (tax 1989).

Opinion

ALBERT P. RUSSELLO and HELEN RUSSELLO, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Russello v. Commissioner
Docket No. 12301-87
United States Tax Court
T.C. Memo 1989-391; 1989 Tax Ct. Memo LEXIS 390; 57 T.C.M. (CCH) 1126; T.C.M. (RIA) 89391;
July 31, 1989
Kenneth E. Mitchell, for petitioners.
M. Catherine McKenna, for respondent.

SHIELDS

MEMORANDUM FINDINGS OF FACT AND OPINION

SHIELDS, Judge: Respondent determined deficiencies in petitioners' Federal income tax of $ 51,996.74 for 1981 and $ 8,103.50 for 1982. After concessions, the issue remaining for decision is whether Forms 872-A executed by petitioners to extend the statute of limitations on assessments for 1981 and 1982 bar the use of the correct base period adjusted income amounts in determining petitioners' eligibility for the income averaging method of computing the amounts of the deficiencies.

FINDINGS OF FACT

Some of the facts have been stipulated and are so found. The stipulation of facts and accompanying exhibits are incorporated by this*392 reference.

Petitioners resided in San Leandro, California at the time of filing the petition herein. Petitioners were limited partners in ENI Exploration Project (hereinafter "ENI"), and oil exploration company.

On their timely filed 1981 Federal income tax return petitioners reported taxable income in the amount of $ 129,338. Using income averaging to compute their tax petitioners reported their 1981 tax liability as $ 26,978. On their timely filed 1982 income tax return petitioners reported taxable income in the amount of $ 253,103. Using income averaging to compute their tax, petitioners reported their 1982 tax liability as $ 106,687. For purposes of income averaging on their 1981 and 1982 returns, petitioners reported the following amounts as base period income for the years 1977 through 1980:

1977$ 7,206
1978-0-
1979-0-
1980-0-

Subsequent to filing their 1981 return petitioners agreed to audit adjustments of their income for the years 1977, 1978, 1979 and 1980. Petitioners had taxable income, as adjusted, in the years 1977, 1978, 1979 and 1980 in the following amounts:

1977$ 225,634
1978$ 315,628
1979$ 180,158
1980$ 277,481

*393 The adjustments to petitioners' income for 1977, 1978, 1979 and 1980 related to (1) ordinary losses -- T-bills options; (2) capital gains and losses; (3) partnership income; (4) net operating loss; (5) Schedule C -- Coal Royalties expense; (6) ordinary loss -- Incomco, Inc.; and (7) itemized deductions. Petitioners had no income earned outside the United States or within United States possessions and excluded under sections 911 and 931 during 1977 through 1980. 1

In 1985, petitioners executed a separate Form 872-A, Special Consent to Extend the Time to Assess Tax, for each of the years 1981 and 1982. In part, the Form 872-A for 1981 contained the following language, with the underlined language inserted by the preparer of the document:

[The parties] consent and agree as follows:

(1) The amount(s) of any Federal Income tax due on any return(s) made by or for the above taxpayer(s) for the period(s) ended December 31, 1981, may be assessed [upon the happening of certain events]

The Form 872-A for 1982 contained*394 identical language except for the difference in the year at issue. In addition to the form language, the Form 872-A for 1981 contained the following typed statement:

The amount of any deficiency assessment is to be limited to that resulting from: (1) any carryover tax effects caused by adjustments to any prior tax return; (2) any adjustments to the partner's and or shareholder's distributive share of any item of income, gain, loss, deduction or credit of: ANY partnership(s) and or corporation(s); (3) any adjustments which effect [sic] the tax basis of the partner's and or shareholder's interest(s) in the forementioned partnership(s) and or corporation(s); and (4) any amount resulting from statutory computation or recomputations based on such adjustments. The provisions of Section 6511(c) Internal Revenue Code of 1954, are limited to any refund or credit resulting from adjustments for which the period of assessment is extended under this agreement.

The Form 872-A for 1982 contained no such added language.

The form transmittal letter which accompanied the Form 872-A for 1981 contained a heading reference to petitioner Albert Russello's social security*395 number 2 and another heading reference that read: "In Re: ENI Exploration". The form transmittal letter which accompanied the Form 872-A for 1982 contained a heading reference to petitioner Albert Russello's social security number 3

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

Related

Stange v. United States
282 U.S. 270 (Supreme Court, 1931)
Samuel Okin v. Commissioner of Internal Revenue
808 F.2d 1338 (Ninth Circuit, 1987)
Unser v. Commissioner
59 T.C. No. 50 (U.S. Tax Court, 1973)
Lone Manor Farms, Inc. v. Commissioner
61 T.C. No. 48 (U.S. Tax Court, 1974)
Piarulle v. Comm'r
80 T.C. No. 54 (U.S. Tax Court, 1983)
Odend'hal v. Commissioner
80 T.C. No. 29 (U.S. Tax Court, 1983)
Kronish v. Commissioner
90 T.C. No. 42 (U.S. Tax Court, 1988)

Cite This Page — Counsel Stack

Bluebook (online)
1989 T.C. Memo. 391, 57 T.C.M. 1126, 1989 Tax Ct. Memo LEXIS 390, Counsel Stack Legal Research, https://law.counselstack.com/opinion/russello-v-commissioner-tax-1989.