Sandvall v. Commissioner

1989 T.C. Memo. 189, 57 T.C.M. 238, 1989 Tax Ct. Memo LEXIS 190
United States Tax Court·Decided April 26, 1989·No. Docket No. 10065-87.·Unpublished

Opinion

DALE K. AND DONNA L. SANDVALL, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Sandvall v. Commissioner
Docket No. 10065-87.
United States Tax Court
T.C. Memo 1989-189; 1989 Tax Ct. Memo LEXIS 190; 57 T.C.M. (CCH) 238; T.C.M. (RIA) 89189;
April 26, 1989

*190Held: Petitioners' trust is a sham entity; its gross receipts are attributable to petitioners. Held further: petitioners are liable for additions to tax pursuant to sections 6653(a)(1) and (2) and 6661. Held further: petitioners are liable for increased interest pursuant to section 6621(c). Held further: damages of $ 5,000 awarded to the United States.

Dale K. Sandvall and Donna L. Sandvall, pro se.
Debora H. Delgado, for the respondent.

WHITAKER

*191MEMORANDUM FINDINGS OF FACT AND OPINION

WHITAKER, Judge: By statutory notice dated February 26, 1987, respondent determined a deficiency in petitioners' 1983 Federal income taxes in the amount of $ 100,219.50. Respondent determined additions to tax: (1) under *192section 6653(a)(1)1 in the amount of $ 5,010.98; (2) under section 6653(a)(2) in the amount of 50 percent of the interest on $ 100,219.50; and (3) under section 6661 in the amount of $ 25,054.87. Further, respondent*193 determined that petitioners were liable for increased interest pursuant to section 6621(c) of the Internal Revenue Code of 1986. At trial and on brief, respondent asked that we award damages to the United States and against petitioners pursuant to section 6673 in the amount of $ 5,000. The sole substantive issue is whether Park Ridge Enterprises should be recognized as a separate entity, or whether it is a sham, and its gross receipts properly attributed to petitioners.

FINDINGS OF FACT

Some of the facts are stipulated and are so found. The stipulation, supplemental stipulation, and attached exhibits are incorporated by this reference. Petitioners were residents of Arlington, Texas, at the time they filed their petition.

Petitioner Dale Sandvall is a doctor of chiropractic medicine doing business as Chiropractic Associates. Park Ridge Enterprises (Park Ridge) is a trust organized in 1981 in the Turks and Caicos Isles, British*194 West Indies, to assist petitioners with the administrative end of Dale Sandvall's chiropractic practice. Petitioner Dale Sandvall was president of Park Ridge, and signed its 1983 Federal income tax return (Form 1040NR, U.S. Nonresident Alien Income Tax Return) in that capacity. Upon Park Ridge's organization, petitioner Donna Sandvall was appointed secretary, and given signatory authority over its checking account number XXXXXX516-9 at the Metropolitan Savings and Loan Association (Metropolitan) in Dallas, Texas. Dale Sandvall also had signatory authority over that account. Petitioners were the only persons to have such authority. Park Ridge's business address was P.O. Box 14119, Arlington, Texas, a postal box for which petitioners had applied and which they controlled.

Park Ridge was organized to provide services to Chiropractic Associates with respect to the latter's business premises and employees. Park Ridge supplied office space to Chiropractic Associates for a monthly rental of $ 5,500. Park Ridge leased this space from Murray management, a real estate concern in the Dallas-Ft. Worth area, for a monthly rental of $ 2,250. Park Ridge provided office staff, 2 saw to*195 it that all bills were paid, and leased office furniture to Chiropractic Associates. While Chiropractic Associates contracted with Park Ridge for such services so that Dale and Donna Sandvall could devote themselves to the practice of chiropractic medicine and the making of a home, respectively, all checks drawn on Park Ridge's account, as were all other documents with respect to Park Ridge were signed by either or both of them. However, Park Ridge did not attend to all of Chiropractic Associates' administrative needs, as payments for at least some of its taxes, postage, and utilities were made from Chiropractic Associates'

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Sandvall v. Commissioner, 1989 T.C. Memo. 189, 57 T.C.M. 238, 1989 Tax Ct. Memo LEXIS 190 (tax 1989).

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