Taylor v. Comm'r

2007 T.C. Summary Opinion 78, 2007 Tax Ct. Summary LEXIS 82
CourtUnited States Tax Court
DecidedMay 22, 2007
DocketNo. 601-06S
StatusUnpublished

This text of 2007 T.C. Summary Opinion 78 (Taylor v. Comm'r) 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
Taylor v. Comm'r, 2007 T.C. Summary Opinion 78, 2007 Tax Ct. Summary LEXIS 82 (tax 2007).

Opinion

JAMES EDWARD TAYLOR, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Taylor v. Comm'r
No. 601-06S
United States Tax Court
T.C. Summary Opinion 2007-78; 2007 Tax Ct. Summary LEXIS 82;
May 22, 2007, Filed

*82 PURSUANT TO INTERNAL REVENUE CODE SECTION 7463(b), THIS OPINION MAY NOT BE TREATED AS PRECEDENT FOR ANY OTHER CASE.

James Edward Taylor, pro se.
Aaron D. Gregory, for respondent.
Couvillion, D. Irvin

D. IRVIN COUVILLION

COUVILLION, Special Trial Judge: This case was heard pursuant to section 7463 of the Internal Revenue Code in effect at the time the petition was filed. 1 Pursuant to the provisions of section 7463(b), the decision to be entered is not reviewable by any other court, and this opinion shall not be treated as precedent for any other case.

In a notice of deficiency, respondent determined a deficiency of $ 33,456 in petitioner's Federal income tax for the year 2003; an addition to tax under section 6651(a)(1) in the amount of $ 6,211; an addition to tax under section*83 6651(a)(2) in the amount of $ 2,208.48; and an addition to tax under section 6654. At trial, respondent conceded to a reduction of the deficiency from $ 33,456 to $ 31,367 and conceded the section 6651(a)(2) addition to tax. 2*84 Additionally, the parties reached a basis of settlement on unreported wage and salary income paid to petitioner during the year at issue, as well as income realized by petitioner from real estate sales during that year. 3 Subsequent to trial, respondent conceded the addition to tax under section 6654.

Some of the facts were stipulated or otherwise agreed to and, accordingly, are so found. The Court incorporates by reference a written stipulation of facts submitted by the parties at trial. At the time of trial, petitioner was a legal resident of Virginia. 4

*85 Based on the representations of the parties at trial, all adjustments in the notice of deficiency were settled. However, petitioner contended at trial that he was entitled to two dependency exemption deductions for his children. He presented no evidence to establish his entitlement to such deductions, such as, for example, the names and ages of the claimed dependents, whether he or his former spouse had custody of the children, the total support provided to the claimed dependents from all sources during the year at issue, and whether the support he provided constituted more than one-half of the support for each child. In addition, petitioner did not file a Federal income tax return for the year at issue.

Section 151(c) allows taxpayers an annual exemption amount for each "dependent" as defined in section 152. Under section 152(a), the term "dependent" means certain individuals, such as a son, daughter, stepson, or stepdaughter, "over half of whose support, for the calendar year in which the taxable year of the taxpayer begins, was received from the taxpayer (or is treated under subsection (c) or (e) as received from the taxpayer)".

Section 152(e) provides a special support test*86 in the case of divorced parents or parents who have never been married with respect to the dependency exemption deductions for such children. See King v. Commissioner, 121 T.C. 245, 250 (2003). Absent exceptions not applicable here, if both parents together provide over half of the support of a child, the parent having custody of the child for the greater portion of the taxable year is entitled to the dependency exemption for such child. Sec. 152(e)(1).

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Related

HIGBEE v. COMMISSIONER OF INTERNAL REVENUE
116 T.C. No. 28 (U.S. Tax Court, 2001)
King v. Comm'r
121 T.C. No. 12 (U.S. Tax Court, 2003)

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Bluebook (online)
2007 T.C. Summary Opinion 78, 2007 Tax Ct. Summary LEXIS 82, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-commr-tax-2007.