Wagner v. Commissioner

1987 T.C. Memo. 601, 54 T.C.M. 1263, 1987 Tax Ct. Memo LEXIS 600
United States Tax Court·Decided December 7, 1987·No. Docket No. 3211-85.·Unpublished

Opinion

STEVEN J. WAGNER, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Wagner v. Commissioner
Docket No. 3211-85.
United States Tax Court
T.C. Memo 1987-601; 1987 Tax Ct. Memo LEXIS 600; 54 T.C.M. (CCH) 1263; T.C.M. (RIA) 87601;
December 7, 1987.
Steven J. Wagner, pro se.
Michael J. Cooper, for the respondent.

JACOBS

MEMORANDUM FINDINGS OF FACT AND OPINION

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

Additions to Tax (Sections)
YearDeficiency6651(a)(1) 16653(a)6654
1978$ 10,346.70$ 2,586.68$ 517.34$   331.06
197911,794.902,948.73589.75493.41
198014,307.903,576.98715.40911.45
198116,811.104,202.78840.561,288.09
198216,843.404,210.85842.171,639.84
198316,327.954,081.99816.40999.04

In addition, respondent seeks an award of damages pursuant to section 6673. The issues for consideration are: (1) whether petitioner had unreported taxable income as determined by respondent; and if so, (2) whether petitioner is liable for additions to tax pursuant to sections 6651(a)(1), 6653(a) and 6654; and (3) *602 whether damages should be awarded to the United States pursuant to section 6673.

FINDINGS OF FACT

Petitioner resided in Arvada, Colorado, at the time of filing the petition herein. He filed a Federal income tax return for 1975 2 on which he reported a total income of $ 11,355, comprised solely of wages derived from his employment as a laborer. On this return, petitioner reported that he was married with three children. Petitioner did not file Federal income tax returns for any of the years in issue (1978-1983).

During the years in issue, petitioner was employed by Guaranteed Landscaping Service (GLS), a landscaping business owned by petitioner's father, James P. Wagner. GLS also employed petitioner's four brothers. At some point prior to 1980, petitioner and his brothers took control of GLS' operations and its business records from their father.

In April of 1984, as a result of a referral from respondent's Collection Division, Revenue Agent Mavis Brisse (Agent Brisse) began an examination of petitioner*603 for the years 1978-1983. She was informed that there were no books, records or documents available to determined petitioner's 1978-1983 income. Using petitioner's 1975 return as a starting point, Agent Brisse determined petitioner's marital status, family size, place of residence, and source of income. She also used a Revenue Agent Report which had been prepared as a result of the examination of petitioner's 1976 and 1977 taxable years by another agent. See note 2, supra. Her investigation revealed that petitioner was married, had a family of at least four, and resided in the Denver metropolitan area.

During the audit, petitioner was uncooperative; he refused to provide any information regarding his income, expenses or financial status for the years in issue. GLS also refused to provide Agent Brisse with documentation of petitioner's employment or income.

In his limited communications with respondent, petitioner asserted Fifth Amendment privileges, as he felt that he was being criminally investigated by respondent; respondent denied these assertions.

Based on the information derived from petitioner's 1975 return and the Revenue Agent's Report for 1976 and 1977, Agent*604 Brisse reconstructed petitioner's income for 1978-1983 using the U.S. Bureau of Labor Statistics (BLS) cost-of-living figures. Using the BLS schedules for a four-person family 3 in a U.S. metropolitan area, the agent computed petitioner's income for 1978 to 1981 as follows:

YearIncome
1978$ 28,186
197931,187
198035,391

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Wagner v. Commissioner, 1987 T.C. Memo. 601, 54 T.C.M. 1263, 1987 Tax Ct. Memo LEXIS 600 (tax 1987).

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