William Bruce Costello & Maritza Legarcie

CourtUnited States Tax Court
DecidedJanuary 25, 2021
Docket1350-17
StatusUnpublished

This text of William Bruce Costello & Maritza Legarcie (William Bruce Costello & Maritza Legarcie) 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
William Bruce Costello & Maritza Legarcie, (tax 2021).

Opinion

T.C. Memo. 2021-9

UNITED STATES TAX COURT

WILLIAM BRUCE COSTELLO AND MARITZA LEGARCIE, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent

Docket No. 1350-17. Filed January 25, 2021.

P-W engaged in a farming activity from which, for the seven years up to and including the two years in issue, she reported losses. Her serial attempts at raising chickens, growing vegetables, and raising cattle were all unsuccessful. She also engaged in a rental real estate activity from which, for the first year in issue, she reported a loss. R disallowed Ps' deductions for the farming losses on the grounds that P-W had not incurred them in carrying on a trade or business. He disallowed an operating loss deduction for one rental property on the grounds that it was not held for rental because it had been flooded, was in no condition to rent, and had not been advertised for rental. He disallowed the sum of operating loss deductions for other rental properties as a passive loss. In determining the passive loss, R took no account of a substantial gain from the sale of two of P-W's rental properties.

Held: Disallowance of deductions for losses from farming activity sustained because losses were startup expenses for which I.R.C. sec. 195(a) prohibits a current deduction.

Served 01/25/21 -2-

[*2] Held, further, disallowance of operating loss deduction for first rental property sustained because not held for rental.

Held, further, R erred in determining passive loss; disallowance of loss deduction not sustained.

Held, further, addition to tax for failure to timely file return sustained.

Held, further, accuracy-related penalties sustained.

William Bruce Costello and Maritza Legarcie, pro sese.

Andrea M. Faldermeyer, Jordan S. Musen, and Steven M. Roth, for

respondent.

MEMORANDUM FINDINGS OF FACT AND OPINION

HALPERN, Judge: Respondent determined deficiencies of $35,003 and

$1,648 in petitioners' 2012 and 2013 Federal income tax, respectively, an addition

to tax of $8,747 for 2012 for failing timely to file a return, and accuracy-related

penalties of $7,001 and $330 for both years, respectively.

All section references are to the Internal Revenue Code in effect for the

years in issue, and all Rule references are to the Tax Court Rules of Practice and -3-

[*3] Procedure, unless otherwise indicated. We round all dollar amounts to the

nearest dollar.

After a concession,1 the issues for decision are whether: (1) petitioners may

deduct as business expenses amounts expended in connection with various

agricultural pursuits during the years in issue; (2) respondent erred in disallowing

petitioners' real estate loss deductions; (3) petitioners are liable for the addition to

tax for failure to timely file their 2012 return; and (4) petitioners are liable for the

accuracy-related penalties.

Petitioners bear the burden of proof.2 See Rule 142(a).

FINDINGS OF FACT

The parties have stipulated certain facts and the authenticity of certain

documents. The facts stipulated are so found, and documents stipulated are

accepted as authentic. Petitioners resided in California when they filed the

petition.

1 Petitioners concede respondent's adjustment for 2012 disallowing their $503,954 deduction for a net operating loss carryover. 2 Petitioners have not raised the issue of sec. 7491(a), which shifts the burden of proof to the Commissioner in certain situations. We conclude that sec. 7491(a) does not apply here because petitioners have not produced evidence that they have satisfied the preconditions for its application. -4-

[*4] Tax Returns

Petitioners made joint returns of income on Form 1040, U.S. Individual

Income Tax Return, for both their 2012 and 2013 taxable (calendar) years. They

filed their 2012 return on November 26, 2013. Attached to each Form 1040 were

various schedules on which petitioners claimed deductions for net losses from

(1) a farming activity and (2) a real estate activity, both activities carried on by

petitioner wife (Ms. Legarcie). At issue are those deductions. Although

respondent does not dispute that petitioners spent the amounts deducted, he does

challenge their right to those deductions.

Farming Activities

Ms. Legarcie has since at least 2007 carried on a farming activity on a

6,500-acre tract of land, Oasis del Eden (property), in Mexico. Beginning with her

2007 Form 1040, Ms. Legarcie has, on Schedule F, Profit or Loss From Farming,

reported the activity. First she (reporting singly) and then petitioners (reporting

jointly) have reported net losses from the farming activity for every year beginning

with 2007.

In 2007, Ms. Legarcie decided to raise chickens on the property to sell for

meat. Apparently, that activity did not go well. Petitioner husband (Mr. Costello)

could not recall whether, from 2007 through 2011, petitioners sold any of the -5-

[*5] chickens, and the only sale that Ms. Legarcie reported for 2007 through 2011

is $264 received on the resale (at a loss) of livestock in 2011.

Sometime in 2011, Ms. Legarcie switched from raising chickens for meat to

raising them for egg production. By 2012, however, she had determined that she

would not make money with commercial egg production because of an upward

trend in the price of chicken feed. So she switched from commercial egg

production to building a flock in order again to sell chickens for meat. In May

2012, she purchased more than 69 birds, distributed among at least 14 breeds.

She sold no chickens in 2012 or 2013 but had plans to begin sales in 2014. Her

plans were thwarted when, in January 2014, wild dogs destroyed most of the flock.

When Ms. Legarcie was raising meat chickens, she occasionally sold or bartered

excess eggs that she did not need to grow the flock. Ms. Legarcie's only reported

income from selling eggs is $1,068 she reported for 2012.

Between 2007 and 2011, Ms. Legarcie grew watermelons, squash, peppers,

apples, bananas, pomegranates, date palms, and asparagus on the property. She

claimed the expenses of growing those crops as farming expense deductions, but

she reported no revenues from sales. Her lack of revenue was due to the fact that

the property is on the edge of the world's largest evaporative salt plant, and, in

1973, a spill from the salt plant created a salt flat on a portion of the property. -6-

[*6] Moreover, evaporation from the salt plant blows across the property and

poisons the soil. Crops grown on the property are not commercially acceptable.

In 2012, Ms. Legarcie planted a test crop of peppers, which was not

successful because insects destroyed the crop. In neither 2012 nor 2013 did

Ms. Legarcie market produce from the property. In his testimony, Mr. Costello

agreed that the expenses incurred to grow the peppers were "pre-opening,

experimental R&D expenses."

In 2012, Ms. Legarcie acquired three cows and three calves. Her plan,

according to Mr. Costello, was: "Feed the calves, make them big, sell them,

impregnate the mothers * * * repeat." That plan did not work because, as

Mr. Costello explained: "[I]t quickly became apparent that we weren't going to

make money on cows because when I turned them out onto the * * * 6,500 acres,

they couldn't find enough to eat. * * * We immediately got rid of the cows."

Ms. Legarcie sold the cows in 2013 for $4,800, which is the only farm activity

income reported for 2013.

Mr.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Richmond Television Corp. v. United States
382 U.S. 68 (Supreme Court, 1965)
Richmond Television Corporation v. United States
345 F.2d 901 (Fourth Circuit, 1965)
Cohan v. Commissioner of Internal Revenue
39 F.2d 540 (Second Circuit, 1930)
HIGBEE v. COMMISSIONER OF INTERNAL REVENUE
116 T.C. No. 28 (U.S. Tax Court, 2001)
Seed v. Commissioner
52 T.C. 880 (U.S. Tax Court, 1969)
Dean v. Commissioner
56 T.C. 895 (U.S. Tax Court, 1971)
Hardy v. Commissioner
93 T.C. No. 56 (U.S. Tax Court, 1989)
Reems v. Commissioner
1994 T.C. Memo. 253 (U.S. Tax Court, 1994)
McKelvey v. Commissioner
76 F. App'x 806 (Ninth Circuit, 2003)

Cite This Page — Counsel Stack

Bluebook (online)
William Bruce Costello & Maritza Legarcie, Counsel Stack Legal Research, https://law.counselstack.com/opinion/william-bruce-costello-maritza-legarcie-tax-2021.