Salladay v. Commissioner

1985 T.C. Memo. 86, 49 T.C.M. 827, 1985 Tax Ct. Memo LEXIS 544
CourtUnited States Tax Court
DecidedFebruary 26, 1985
DocketDocket No. 16598-81.
StatusUnpublished

This text of 1985 T.C. Memo. 86 (Salladay 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
Salladay v. Commissioner, 1985 T.C. Memo. 86, 49 T.C.M. 827, 1985 Tax Ct. Memo LEXIS 544 (tax 1985).

Opinion

ROBERT M. SALLADAY and PATRICIA J. SALLADAY, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Salladay v. Commissioner
Docket No. 16598-81.
United States Tax Court
T.C. Memo 1985-86; 1985 Tax Ct. Memo LEXIS 544; 49 T.C.M. (CCH) 827; T.C.M. (RIA) 85086;
February 26, 1985.

*544 Held:

(1) H and W failed to disprove the Commissioner's determination of unreported income in each of the years 1975 through 1978.

(2) H and W are liable for the addition to tax for fraud under sec. 6653(b), I.R.C. 1954, for each of the years 1975 through 1978.

Robert M. Salladay and Patricia J. Salladay, pro se.
Thomas M. Rohall, for the respondent.

SIMPSON

MEMORANDUM FINDINGS OF FACT AND OPINION

SIMPSON, Judge: The Commissioner determined the following deficiencies in, and additions to, the petitioners' Federal income taxes:

Additions to Tax
Sec. 6653(b)
YearDeficiencyI.R.C. 1954 1
1975$4,026.22$2,013.11
197615,749.017,874.51
19777,090.233,545.12
19783,387.001,693.50

The issues for decision are: (1) Whether the petitioners understated their taxable income*545 in the amounts determined by the Commissioner during each of the taxable years 1975 through 1978; and (2) whether any part of the underpayment of tax for any of the taxable years 1975 through 1978 was due to fraud within the meaning of section 6653(b).

FINDINGS OF FACT

Some of the facts have been stipulated, and those facts are so found.

The petitioners, Robert and Patricia Salladay, husband and wife, resided in Sonora, Calif., at the time they filed their petition in this case. They filed their joint Federal income tax returns for 1975 through 1978 with the Internal Revenue Service Center, Ogden, Utah. Mr. Sallady personally prepared their returns for such years.

From approximately 1972 until 1980, the petitioners were employed by the Grand Canyon Caverns, Inc. (the Caverns). The Caverns is a tourist facility located in a fairly remote area approximately 13 miles from Peach Springs, Ariz., and approximately 60 miles east of Kingman, Aria. During the years at issue, the Caverns operated a restaurant, a bar, a motel, and two gift shops. In addition, guided tours*546 were conducted by employees of the Caverns. The Caverns operated year round; however, its busy months were from the middle of June through Labor Day.

During the years at issue, Mr. Salladay was the general manager of the Caverns, in charge of the entire operation, and Mrs. Salladay oversaw the two gift shops. The petitioners received salary checks twice a month. The other employees of the Caverns were also paid twice a month; however, they were usually paid in cash. The Caverns' business involved many cash transactions. The day's cash receipts were placed in a safe, and when there was sufficient cash, either the bookkeeper or Mr. Salladay took the money to a bank in Kingman. The cash deposit slips were prepared by the bookkeeper at the Caverns. Mr. Salladay, as general manager, was responsible for seeing that the cash deposits from the Caverns were deposited in the bank.

Most of the merchandise sold in the gift shops consisted of souvenirs. The gift shops also sold some Indian jewelry. The Caverns usually purchased its Indian jewelry from salesmen who visited the Caverns, and it usually paid for the jewelry in cash. During the years at issue, the petitioners owned some*547 Indian jewelry and artifacts. During 1976, Mr. Salladay valued their jewelry and artifacts at $40,000 on a credit application.

At the point where the guided tours began, there was a ticket machine, and there was a register tape which showed the number of people who had gone on the tours. During the summer months, Mr. Salladay personally checked out the guided tour operation at the end of each day. Mr. Salladay instructed the employees of the Caverns not to talk about how many people were visiting the Caverns, and he instructed one employee not to count the number of tickets purchased for the guided tours. Subsequently, the ticket-counting register was taped so that no one could see how many people had gone on the tours. For security reasons, the general manager who replaced Mr. Salladay also instructs his employees not to talk about the number of people taking the tours, and he sometimes also has taped up the ticket register. It is possible for someone to change the count on the ticket machine, and changing the count would not be difficult.

The owners of the Caverns resided in or around Denver, Colo., and the books and records of the Caverns were kept in Denver.

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1985 T.C. Memo. 86, 49 T.C.M. 827, 1985 Tax Ct. Memo LEXIS 544, Counsel Stack Legal Research, https://law.counselstack.com/opinion/salladay-v-commissioner-tax-1985.