White v. Commissioner

1978 T.C. Memo. 291, 37 T.C.M. 1226, 1978 Tax Ct. Memo LEXIS 226
Procedural entryThis page is a short order in White v. Commissioner. Read the opinion of the Court — 72 T.C. 1126
United States Tax Court·Decided July 27, 1978·No. Docket Nos. 4284-75, 10358-76.·Unpublished

Opinion

MARIE E. WHITE, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
White v. Commissioner
Docket Nos. 4284-75, 10358-76.
United States Tax Court
T.C. Memo 1978-291; 1978 Tax Ct. Memo LEXIS 226; 37 T.C.M. (CCH) 1226; T.C.M. (RIA) 78291;
July 27, 1978, Filed

*226 Held, petitioner's traveling expenses were not incurred while "away from home" within the meaning of sec. 162(a)(2), I.R.C. 1954. Held further, petitioner's legal expenses were not incurred for the "production or collection of income" within the meaning of sec. 212(1), I.R.C. 1954.

Marie E. White, pro se.
William E. Bonano, for the respondent.

WILES

MEMORANDUM FINDINGS OF FACT AND OPINION

WILES, Judge: Respondent determined the following deficiencies in petitioner's Federal income taxes:

YearDeficiency
1971$ 846.05
19721,175.70
1973162.00
After concessions, the issues are whether petitioner incurred traveling expenses in 1971 and 1972 while "away from home" within the meaning of section 162(a)(2), 1 and whether petitioner incurred legal expenses in 1972 and 1973 for the "production or collection of income" within the meaning of section 212(1).

FINDINGS OF FACT

Some of the facts were stipulated and are found accordingly.

Marie E. White (hereinafter petitioner) resided in San Francisco, California, when she filed her 1971, 1972 and 1973 returns with the Internal Revenue Service Center, Fresno, California, and when she filed her petitions in this case.

From August 6, 1968 until January 1, 1970, and from January 1, 1970 until April 18, 1972, petitioner was permanently employed*228 part and full-time, respectively, as a psychiatric social worker with the California Department of Social Welfare (hereinafter Department of Social Welfare) in Stockton, California. In June 1968, she received a master's degree while residing in San Francisco. As a consequence of her full-time employment in Stockton, she was required to travel -- often to San Francisco. She was reimbursed for business travel away from Stockton.

In February 1972, petitioner accepted part-time employment, in order not to conflict with her full-time employment with the Department of Social Welfare, with the San Joaquin Association for Retarded Children (hereinafter Association) in Stockton, California. From May 1972 until January 18, 1973, she accepted permanent full-time employment with the Association as executive director. The Association reimbursed petitioner for business travel away from Stockton.

During all the years in question, petitioner maintained her residence in San Francisco, California. As a result, she incurred unreimbursed expenses for meals, lodging, and automobile expenses in commuting to and staying overnight in Stockton in 1971 and 1972. She spent approximately 50 percent*229 of her business time in Stockton in 1971 and 1972 while employed with the Department of Social Welfare. This increased to 100 percent in 1972 when she accepted full-time

Petitioner maintained her residence in San Francisco because, among other things, the cost of moving was prohibitive, as compared to the commuting expense; the well being of her children and other family members living with and dependent upon her required her to maintain her San Francisco home; and she was constantly seeking employment in San Francisco.

In 1972, petitioner filed a class action suit to prevent enforcement of a California statute requiring parents of minor retarded children receiving support and care from the state to contribute based upon their ability to pay, to the cost of the services. The parents' contribution was not to exceed the cost of caring for a normal child at home. Petitioner incurred $ 1,031.65 and $ 900 for legal fees in 1972 and 1973, respectively, relative to this matter.

Petitioner deducted her traveling expenses for commuting from San Francisco to Stockton on her 1971 and 1972 returns. Respondent disallowed the deductions on the ground that they were nondeductible personal*230 commuting expenses under section 262. Petitioner also deducted her legal fees on her 1972 and 1973 returns. Respondent disallowed the deductions on the ground that these expenses were personal under section 262 and not incurred to produce or collect income within the meaning of section 212(1).

OPINION

We must first determine whether petitioner's 1971 and 1972 traveling expenses are deductible under

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White v. Commissioner, 1978 T.C. Memo. 291, 37 T.C.M. 1226, 1978 Tax Ct. Memo LEXIS 226 (tax 1978).

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