Woesner Abstract & Title Co. v. Commissioner

1983 T.C. Memo. 764, 47 T.C.M. 722, 1983 Tax Ct. Memo LEXIS 25
CourtUnited States Tax Court
DecidedDecember 20, 1983
DocketDocket No. 7738-80.
StatusUnpublished

This text of 1983 T.C. Memo. 764 (Woesner Abstract & Title Co. 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
Woesner Abstract & Title Co. v. Commissioner, 1983 T.C. Memo. 764, 47 T.C.M. 722, 1983 Tax Ct. Memo LEXIS 25 (tax 1983).

Opinion

WOESNER ABSTRACT & TITLE CO., BY MITCHELL M. WOESNER, PRESIDENT, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
Woesner Abstract & Title Co. v. Commissioner
Docket No. 7738-80.
United States Tax Court
T.C. Memo 1983-764; 1983 Tax Ct. Memo LEXIS 25; 47 T.C.M. (CCH) 722; T.C.M. (RIA) 83764;
December 20, 1983.
Mitchell M. Woesner, (President), for the petitioner.
James M. Klein,Sheldon M. Kay, for the respondent.

SHIELDS

MEMORANDUM FINDINGS OF FACT AND OPINION

SHIELDS, Judge: Respondent determined a deficiency of $2,152 in the income tax due from petitioner for 1976. The sole issue for our decision in whether petitioner is entitled to deduct, under section 162(a)(1) 1 as compensation for services the amount paid to will Woesner during 1976 in excess of the amount allowed by respondent.

*26 FINDINGS OF FACT

Some of the facts have been stipulated and are found accordingly. The stipulation of facts and the exhibits attached thereto are incorporated herein by reference.

Petitioner is a Wisconsin corporation with principal place of business at all pertinent times in Waukesha, Wisconsin. It was incorporated in 1949 and issued its 100 shares of common stock in equal amounts to Will Woesner ("Will") and his wife, Jeanne Woesner ("Jeanne"). On different occasions in subsequent years, Mr. and Mrs. Woesner made transfers of their stock to their son, Mitchell Woesner ("Mitchell"), and their daughter Ann Woesner, until by the end of 1974 the stock was held as follows:

StockholderNumber of Shares
Will Woesner12
Jeanne Woesner36
Mitchell Woesner50
Ann Woesner2
100

On January 1, 1975, Will surrendered his 12 remaining shares of stock to petitioner because of his desire to divest himself of ownership in the company and to gradually retire. He was not compensated for the surrender of his stock.

Prior to some time in the first half of 1976, Will served as president of the corporation. Jeanne was its secretary-treasurer at all pertinent times. *27 Mitchell was vice-president until he succeeded his father as president in 1976. The three of them served as directors until Will's death in 1980 or 1981.

As president Will's duties included overseeing the general operations of the company, soliciting business from customers, and making occasional title searches. He was paid a salary of $7,800 for the first six months of 1976.

As vice-president Mitchell's duties included title searches and examinations. He did most of the title work of the company for 1976. He received a salary of $19,624 for 1976. Jeanne, as secretary-treasurer of the company, did clerical work. She did not receive a salary in 1976. Prior to June 26, 1976, Mitchell became president of the company and Will became chairman of its board of directors.

On June 26, 1976, a special meeting of the stockholders and directors occurred. The minutes of this meeting state:

At a special meeting held at the home of the Chairman of the Board on June 26th, 1976, it was decided that beginning July 1st, 1976, Will Woesner would no longer be paid a salary, but will receive for being Chairman of the Board and Director the sum of $200.00 per month. Other directors to*28 receive $5.00 per month which can be taken monthly or allowed to accumulate. Further, as Will Woesner is owed moneys not drawn from the Company, said sums will be paid in the balance of the year 1976 and into 1977 until paid, on a semi-monthly basis as will be financially feasable for the Company.

The motion to this effect was made by said Will Woesner and Seconded by Mitchell M. Woesner, President, and was unanimously passed. All members of the Board of Directors being present and over 90% of the voting stockholders.

On July 1, 1976 Will and the petitioner entered into a "contractor agreement" under which Will was to render such services as "Promotion, Title Examinations, Title Searches, or whatever is needed" by the petitioner. The compensation to be paid for these services was not stated in the agreement.

Petitioner deducted $13,809.20 as director fees on its 1976 tax return. Respondent's audit disclosed that $11,960 of this amount was paid to Will in the last half of 1976 and the balance of $1,849.20 was paid to Jeanne. Respondent allowed the $1,849.20 paid to Jeanne and $1,200 of the amount paid to Will and disallowed the balance of $10,760 because the petitioner*29 had failed to show that it represented reasonable compensation.

OPINION

Section 162(a)(1) allows as a deduction "a reasonable allowance for salaries or other compensation for personal services actually rendered."

Section 1.162-7, Income Tax Regs., provides in part:

Compensation for personal services.--(a) There may be included among the ordinary and necessary expenses paid or incurred in carrying on any trade or business a reasonable allowance for salaries or other compensation for personal services actually rendered. The test of deductibility in the case of compensation payments is whether they are reasonable and are in fact payments purely for services.

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1983 T.C. Memo. 764, 47 T.C.M. 722, 1983 Tax Ct. Memo LEXIS 25, Counsel Stack Legal Research, https://law.counselstack.com/opinion/woesner-abstract-title-co-v-commissioner-tax-1983.