Spencer v. Commissioner

33 B.T.A. 936, 1936 BTA LEXIS 801
CourtUnited States Board of Tax Appeals
DecidedJanuary 22, 1936
DocketDocket Nos. 75258, 75259.
StatusPublished
Cited by1 cases

This text of 33 B.T.A. 936 (Spencer v. Commissioner) is published on Counsel Stack Legal Research, covering United States Board of Tax Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Spencer v. Commissioner, 33 B.T.A. 936, 1936 BTA LEXIS 801 (bta 1936).

Opinion

OPINION.

McMahon:

These are proceedings, duly consolidated for hearing and opinion, for the redetermination of deficiencies in income taxes for the year 1931, each in the amount of $163.78. It is alleged in [937]*937each petition that the respondent erred in including in net income an amount of $10,411.02, representing one half of an alleged community profit in connection with a condemnation award by the city of Seattle for a right of way over petitioners’ property.

The petitioners, husband and wife, are individuals with residence at Seattle, Washington. Originally they owned 534 lots in Ladd’s Second Addition to South Seattle, Washington. Up to the time in question herein they had sold over half of such lots on contracts.

During the year in question, 1931, the city of Seattle condemned a 200-foot right of way diagonally across Ladd’s Second Addition to South Seattle for the purpose of erecting a high tension electric line, consisting of towers from which were to be suspended heavy transmission lines. Numerous lots and parts of lots, which belonged to petitioners and had not been sold, aggregating 112,156 square feet, were condemned. There were also condemned a great many lots which petitioners had sold under contracts to others.

By a deed dated October 19, 1931, the petitioners conveyed their lots and portions of lots which were required for the right of way to the city of Seattle. The consideration recited therein was $33,253. The deed contains, among others, the following provision:

This deed includes a waiver of all damages of every hind and nature to the grantors’ property in Ladd’s Second Addition to South Seattle.

Petitioners had previously given the city of Seattle a deed to the properties affected, but such deed did not contain the above-quoted provision. The new deed containing such provision was prepared by the city in order to prevent suits by the petitioners for damages which might be sustained by other property of petitioners by reason of the condemnation of the land and the erection of this high tension line.

In the erection of this power line, there are three elements of damage, namely, the actual taking of property, the severance damage, or the loss in value of remaining fractional lots due to the fact that they are too small for useful purposes, and the loss in value of these fractional lots and other adjoining and adjacent remaining lots due to the proximity of such a high tension power line. People object to being adjacent to such a line, claiming that it affects their radios. There is danger the line may break and thereby damage the remaining property or its occupants.

In arriving at the consideration to be paid petitioners, the parties considered that part of the total amount of $33,253 paid was consideration for damages to adjoining and adjacent property of petitioners. The city recognized that there was actual damage outside of the property actually taken. The figure of $33,253 thus covered the value of the property taken, the severance damage, or damage to remaining fractional lots, and the gross damage to remaining [938]*938fractional lots and other remaining adjoining and adjacent lots of the petitioners. There was not any definite allocation to these three respective classes of damage. The amount of $33,253 represented an arbitrary settlement arrived at in negotiations between the city and the petitioners. Petitioners were asking a larger amount, $42,000, based on the previous selling price of adjoining lots, plus assessments. The city made a smaller offer than that finally accepted, and after about two weeks of negotiation, the parties agreed upon the settlement of $33,253.

In their income tax returns for the year 1931 the petitioners allocated $22,916.97 of the amount of $33,253 as the amount received for the lots actually taken over by the city, and allocated $10,336.03 thereof as severance damage for the fractional lots and the gross damage to remaining fractional lots and other remaining adjoining and adjacent lots of the petitioners.

In determining the deficiency as to each petitioner the respondent determined that there was a profit on the sale of the property for the right of way in the amount of $20,822.03, that the total profit on the sale in 1928 by petitioners of all real estate was $32,853.76, of which $23,537.01 had already been reported as income, that there was a remainder of profit on sales of real estate which had not been reported of $9,316.75, and that each petitioner was taxable on one half of that amount, or $4,658.38, as representing the community interest of each petitioner in such additional profit on all sales of real estate; and in effect held that each petitioner was taxable on one half of $20,822.03, or $10,411.02, as representing profit on the sale of the property for the right of way.

Of the amount of $33,253 paid by the city of Seattle to petitioners, the amount of $22,431.20 represented remuneration for the property actually condemned and taken over by the city, and the amount of $10,821.80 represented severance damage, or damage to remaining fractional lots from severance, and gross damage to remaining fractional lots and other remaining adjoining and adjacent lots of petitioners occasioned by the proximity of the power line.

Upon the foregoing facts, which we find and which are all we can find from the record, the sole question presented is whether the respondent erred in including in taxable income of each of the petitioners an amount of $10,411.02 as representing one half of community profit arising from the consideration paid to them by the city of Seattle for a right of way over petitioners’ property. In their returns the petitioners claimed, and now contend, that of the amount paid by the city, $10,336.03 is not taxable income to the petitioners since it represents “severance and gross damages to remainder.”

Petitioners do not contend that as a matter of law taxable income may not, in some cases, be derived from the sale or transfer of prop[939]*939erty as a result of condemnation. In any event, it is well settled that the gain in such a transaction is recognized under subdivision (a) of section 112 of the Revenue Act of 1928, unless one or more of the exceptions contained in subdivision (f) of that section .apply. There are set forth in the margin applicable provisions of the Revenue Act of 1928.1 See Francis V. duPont et al., Coexecutors, 31 B. T. A. 278; John J. Bliss, 27 B. T. A. 803; Fullilove v. United States, 71 Fed. (2d) 852; certiorari denied, 293 U. S. 586; Bandes v. Commissioner, 69 Fed. (2d) 812; certiorari denied, 293 U. S. 568; and art. 579 of Regulations 74, promulgated under the Revenue Act of 1928. In the instant proceedings, petitioners have not shown that any of such exceptions apply.

Petitioners do contend that the portion of the total consideration representing the “severance and gross damages to remainder” is not income to them but, on the other hand, should be deducted from the basis of the remaining property for purposes of determining gain or loss upon any subsequent disposition of such remaining property. Petitioners, in their returns, claimed that the portion of the consideration which was paid by the city to them as such “severance and gross damages to remainder” amounted to $10,336.03, which is $74.99 less than they allege in their - petitions.

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

Related

Spencer v. Commissioner
33 B.T.A. 936 (Board of Tax Appeals, 1936)

Cite This Page — Counsel Stack

Bluebook (online)
33 B.T.A. 936, 1936 BTA LEXIS 801, Counsel Stack Legal Research, https://law.counselstack.com/opinion/spencer-v-commissioner-bta-1936.