Stonebrook v. Commissioner

1980 T.C. Memo. 522, 41 T.C.M. 422, 1980 Tax Ct. Memo LEXIS 60
CourtUnited States Tax Court
DecidedNovember 25, 1980
DocketDocket No. 11599-78.
StatusUnpublished

This text of 1980 T.C. Memo. 522 (Stonebrook 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
Stonebrook v. Commissioner, 1980 T.C. Memo. 522, 41 T.C.M. 422, 1980 Tax Ct. Memo LEXIS 60 (tax 1980).

Opinion

EDWARD E. STONEBROOK, GERTRUDE STONEBROOK, MELVIN D. EDIGER, and ESTHER R. EDIGER, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Stonebrook v. Commissioner
Docket No. 11599-78.
United States Tax Court
T.C. Memo 1980-522; 1980 Tax Ct. Memo LEXIS 60; 41 T.C.M. (CCH) 422; T.C.M. (RIA) 80522;
November 25, 1980, Filed

*60 Ps. who were farmers, contracted with an individual, who was related to them, to harvest their crop. In harvesting the crop, the individual furnished little or none of the required equipment and materials and essentially provided only her personal services. Ps paid her a substantial fee. Held, the Commissioner's disallowance of a deduction for a portion of the fee sustained, since Ps failed to prove that any amount greater than that allowed by the Commissioner was an ordinary and necessary business expense under sec. 162(a), I.R.C. 1954.

James C. Griggs, for the petitioners.
T. Keith Fogg, for the respondent.

SIMPSON

MEMORANDUM FINDINGS OF FACT AND OPINION

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

Petitioners19741975
Edward E. and Gertrude$5,634.14$3,238.13
Stonebrook
Melvin D. and Esther R.9,263.000
Ediger

*61 The only issue for decision is whether the amounts paid by the petitioners, who were farmers, to have a crop harvested were ordinary and necessary business expenses under section 162 of the Internal Revenue Code of 1954.

FINDINGS AND FACT

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

The petitioners, Edward E. and Gertrude Stonebrook, husband and wife, and Melvin D. and Esther R. Ediger, husband and wife, all maintained legal residences in Independence, Ore., when they filed their petition in this case. Mr. and Mrs. Stonebrook timely filed joint Federal income tax returns for 1974 and 1975, and Mr. and Mrs. Ediger timely filed a joint Federal income tax return for 1974, with the Internal Revenue Service Center, Ogden, Utah. Mr. Stonebrook and Mr. Ediger will sometimes be referred to as the petitioners.

For many years prior to the years in issue, Mr. Stonebrook and Mr. Ediger were farmers. Sometime before 1972, they formed a farming corporation, S & E Farms, Inc. (S & E), and received all its stock. Through S & E, they grew blackberries, among other crops.

In September 1972, Mr. Stonebrook retired from active farming, and*62 in December 1973, S & E sold its farmland but retained the right to harvest the 1974 crop of blackberries growing on the land. In May 1974, Mr. Stonebrook and Mr. Ediger informally agreed to liquidate S & E. Although a formal plan of liquidation was not adopted by S & E until June 15, 1974, in May 1974, Mr. Stonebrook received possession of two berry picking machines from S & E as a liquidation distribution. A bill of sale was executed on July 14, 1974, to evidence the transfer of such machines.

Sometime before June 15, 1974, the petitioners orally contracted with Beverly Melick, now Beverly Cannon, to harvest their crop of blackberries. It was necessary for them to obtain the services of Mrs. Cannon, since Mr. Ediger had other commitments and since Mr. Stonebrook, at age 68, could no longer manage the harvest himself. Mrs. Cannon was the daughter of Mr. and Mrs. Stonebrook and the sister of Mrs. Ediger. Her experience in harvesting blackberries was limited to a single week in 1972 when she managed one of the crews picking berries for the petitioners.

An independent contractor hired to harvest blackberries is known as a "custom harvester." Normally, the custom harvester has*63 complete responsibility for picking the fruit and loading it on trucks. He furnishes the picking machines as well as the laborers to operate them and the gas, oil, and spare parts to keep them running; he prepares payrolls, pays premiums for workman's compensation and other incidental expenses, and keeps his own books. For his services, a custom harvester charges a fee which varies with the aggregate weight of the crop; in 1974, a reasonable fee for the petitioners' crop was 7 cents per pound, and Mrs. Cannon agreed to supervise the petitioners' harvest for that fee.

Mrs. Cannon began working for the petitioners on June 15, 1974. Initially, she spent several weeks specially preparing the blackberry plants for mechanical picking, a task normally not performed by a custom harvester. When the harvest began, Mrs. Cannon hired, supervised, and paid laborers, maintained the picking machines, and generally exercised the control over the operation that would have been exercised by a custom harvester.

Yet, unlike a custom harvester, Mrs. Cannon did not provide her own berry picking machines. She needed four machines, and Mr. Stonebrook and Mr. Ediger provided all of them. One machine*64

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Cite This Page — Counsel Stack

Bluebook (online)
1980 T.C. Memo. 522, 41 T.C.M. 422, 1980 Tax Ct. Memo LEXIS 60, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stonebrook-v-commissioner-tax-1980.