Stone v. Commissioner

1983 T.C. Memo. 189, 45 T.C.M. 1230, 1983 Tax Ct. Memo LEXIS 596
CourtUnited States Tax Court
DecidedApril 6, 1983
DocketDocket No. 21924-81.
StatusUnpublished

This text of 1983 T.C. Memo. 189 (Stone 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
Stone v. Commissioner, 1983 T.C. Memo. 189, 45 T.C.M. 1230, 1983 Tax Ct. Memo LEXIS 596 (tax 1983).

Opinion

MICHAEL E. STONE, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Stone v. Commissioner
Docket No. 21924-81.
United States Tax Court
T.C. Memo 1983-189; 1983 Tax Ct. Memo LEXIS 596; 45 T.C.M. (CCH) 1230; T.C.M. (RIA) 83189;
April 6, 1983.
Michael E. Stone, pro se.
Sue A. Nelson, for the respondent.

HAMBLEN

MEMORANDUM FINDINGS OF FACT AND OPINION

HAMBLEN, Judge: Respondent determined deficiencies in petitioner's Federal income tax and imposed additions to tax as follows:

Additions to Tax
YearDeficiencySec. 6651(a) n1Sec. 6653(a)Sec. 6654(a)
1977$6,063.44$1,146.96$303.17$150.27
19786,364.321,591.08318.22203.17

*597 The issues for decision are:

(1) Whether petitioner had gross income as determined by respondent for the years in issue.

(2) Whether petitioner is liable for additions to tax under sections 6651(a), 6653(a), and 6654(a).

(3) Whether petitioner is entitled to claim itemized deductions.

FINDINGS OF FACT

Some of the facts have been stipulated and are found accordingly.

Petitioner Michael E. Stone resided in New Brighton, Minnesota, when he filed his petition in this case.

During 1977, petitioner was employed by Autocon Industries, Inc. In 1977, petitioner had gross income of $19,719.64, consisting of the following items:

ItemAmount
Wages (Autocon Industries)$19,546.83
Interest (State Farm Life Insurance
Company)18.32
Interest (Midwest Federal)27.49
State income tax refund127.00

On July 6, 1977, petitioner filed a Form W-4E (Exemption from Withholding), and consequently, Federal income taxes in the amount of only $1,475.60 were withheld from his wages during 1977.

During 1978, petitioner was employed by Control Data Corporation. For 1978, petitioner had gross income of $21,817.92, consisting of the following items:

ItemAmount
Wages (Control Data Corporation)$21,795.00
Interest (State Farm Life Insurance
Company)22.92

*598 On April 14, 1978, petitioner filed a Form W-4 (Employee's Withholding Allowance Certificate) claiming an exemption from withholding and, as a result thereof, no Federal income taxes were withheld from his wages during such year.

For 1977, petitioner filed a Form 1040 (U.S. Individual Income Tax Return) dated April 16, 1978, with the Internal Revenue Service. For 1978, petitioner filed a Form 1040 dated April 14, 1979, with the Internal Revenue Service. The Forms 1040 were signed by petitioner and stated his name, address, social security number, filing status (married filing separately), and exemptions. Petitioner failed to provide any information regarding income and expenses on either return, but simply asserted his privilege against self incrimination under the Fifth Amendment. Attached to the Forms 1040 was a statement that set forth in detail petitioner's Fifth Amendment objections to supplying the requested information.

Although the Internal Revenue Service informed petitioner by letters dated June 9, 1978, and June 1, 1979, respectively, that the Forms 1040 that he filed for 1977 and 1978 were not acceptable as Federal income tax returns, he did not file acceptable*599 returns for such years. Petitioner, however, did file acceptable Federal income tax returns with his wife, Merrily A. Stone, for 1974, 1975, and 1976. Such returns fully set forth the requested information with respect to petitioner's income for those years. 2

In the notice of deficiency, respondent determined that petitioner had gross income of $22,409.25 and $23,036.08, respectively, for 1977 and 1978. He determined that petitioner had income from wages in the amount of $19,546.83 and $21,795.00, respectively, for 1977 and 1978.

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Bluebook (online)
1983 T.C. Memo. 189, 45 T.C.M. 1230, 1983 Tax Ct. Memo LEXIS 596, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stone-v-commissioner-tax-1983.