Wharton v. Commissioner

1980 T.C. Memo. 253, 40 T.C.M. 668, 1980 Tax Ct. Memo LEXIS 330
CourtUnited States Tax Court
DecidedJuly 16, 1980
DocketDocket No. 2648-80.
StatusUnpublished

This text of 1980 T.C. Memo. 253 (Wharton 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
Wharton v. Commissioner, 1980 T.C. Memo. 253, 40 T.C.M. 668, 1980 Tax Ct. Memo LEXIS 330 (tax 1980).

Opinion

DONALD G. WHARTON AND CANDYCE F. WHARTON, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Wharton v. Commissioner
Docket No. 2648-80.
United States Tax Court
T.C. Memo 1980-253; 1980 Tax Ct. Memo LEXIS 330; 40 T.C.M. (CCH) 668; T.C.M. (RIA) 80253;
July 16, 1980, Filed
Donald G. Wharton, pro se.
Deborah A. Butler and Carolyn Boyer, for the respondent.

DAWSON

MEMORANDUM OPINION

DAWSON, Judge: This case was assigned to Special Trial Judge Francis J. Cantrel for*331 the purpose of conducting the hearing and ruling on respondent's motion to dismiss based upon failure to state a claim upon which relief can be granted filed herein. After a review of the record, we agree with and adopt his opinion which is set forth below. 1

Opinion of the special trial judge/

CANTREL, Special Trial Judge: This case is presently before the Court on respondent's motion to dismiss based upon failure to state*332 a claim upon which relief can be granted filed on April 11, 1980, pursuant to Rule 40, Tax Court Rules of Practice and Procedure.2

Respondent, in a separate individual notice of deficiency issued to each petitioner on November 28, 1979, determined a deficiency in each petitioner's Federal income tax and additions to the tax for the calendar year 1977 in the following respective amounts:

Donald G. Wharton
Additions to Tax, IRC 1954 3
YearIncome TaxSec.6651(a)Sec.6653(a)Sec.6654(a)
1977$2,237.24$559.31$111.86$79,51

Candyce F. Wharton
Additions to Tax, IRC 1954
YearIncome TaxSec.6651(a)Sec.6653(a)Sec.6654(a)
1977$991.00$247.75$49.55$35.22

Petitioners resided at 101 Minnie Drive, Itasca, Texas, on the date the petition herein was filed, 4 which date was within the 90-day period prescribed by section 6213(a). Petitioner, Donald G. Wharton, filed with the Internal Revenue*333 Service's Southwest Service Center, a Form 1040, U.S. individual income tax return, for the calendar year 1977 which contained thereon his name, address, and filing status.

The only income adjustment determined by respondent was for $15,775.13 received from the General American Life Insurance Company in 1977, ostensibly by Donald G. Wharton, none of which was reported on any income tax return filed for that year. One-half of that amount was taxed to each petitioner in his respective notice of deficiency. 5

While the petition is captioned in the names of both petitioners, it is signed only by Donald G. Wharton. By Order dated April 17, 1980, a copy of which was served on petitioners the following day, the Court gave petitioners until May 9, 1980, to file a proper amended petition in accord with Rule 50(d). 6 No amended petition has been filed.

*334 Rule 34(b) provides in pertinent part that the petition in a deficiency action shall contain "clear and concise assignments of each and every error which the petitioner alleges to have been committed by the Commissioner in the determination of the deficiency or liability" and "clear and concise lettered statements of the facts on which petitioner bases the assignments of error." No justiciable error has been alleged in the petition with respect to the Commissioner's determination of the deficiency, and no facts in support of such error are extant therein. Rather, petitioner consumes his entire petition raising, in the main, a plethora of constitutional arguments. Therein we are further advised, interalia, that--

1. "* * * Your Petitioners assert that they decline all burden of proving anything and will defend any charge the service cares to bring against them in any court of law before a jury."

2.

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Bluebook (online)
1980 T.C. Memo. 253, 40 T.C.M. 668, 1980 Tax Ct. Memo LEXIS 330, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wharton-v-commissioner-tax-1980.