YANG-WU v. COMMISSIONER

2002 T.C. Memo. 68, 2002 Tax Ct. Memo LEXIS 72
CourtUnited States Tax Court
DecidedMarch 22, 2002
DocketNo. 19108-99
StatusUnpublished

This text of 2002 T.C. Memo. 68 (YANG-WU 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
YANG-WU v. COMMISSIONER, 2002 T.C. Memo. 68, 2002 Tax Ct. Memo LEXIS 72 (tax 2002).

Opinion

YU YANG-WU, Petitioner v. COMMISSIONER OF INTERNAL REVENUE, Respondent
YANG-WU v. COMMISSIONER
No. 19108-99
United States Tax Court
T.C. Memo 2002-68; 2002 Tax Ct. Memo LEXIS 72;
March 22, 2002, Filed

*72 Respondent's deficiency and fraud determinations were sustained.

Yu Yang-Wu, pro se.
Dale A. Zusi, for respondent.
Beghe, Renato

BEGHE

MEMORANDUM FINDINGS OF FACT AND OPINION

BEGHE, Judge: Respondent determined the following deficiencies and fraud addition to tax and penalties with respect to petitioner's Federal income taxes:

Addition to TaxPenalty
YearDeficiencySec. 6653(b)Sec. 6663
1988$ 35,523$ 26,642---
198917,502---$ 13,127
199029,203---21,902

Unless otherwise indicated, all section references are to the Internal Revenue Code in effect for the years at issue, and all Rule references are to the Tax Court Rules of Practice and Procedure.

The deficiencies were based on respondent's determinations that petitioner failed to report income of $ 93,374 in 1988, $ 52,543 in*73 1989, and $ 78,253 in 1990. At trial, respondent conceded that petitioner's unreported income should be reduced by $ 10,997 in 1990 to reflect items that respondent inadvertently double counted. We sustain respondent's deficiency determinations, as adjusted, and the fraud addition to tax and penalties applicable thereto.

FINDINGS OF FACT

Some of the facts have been stipulated and are so found. The stipulation of facts and the related exhibits are incorporated by this reference.

Petitioner, who is also known as David Wu, resided in Palo Alto, California, when he filed his petition.

During the years at issue, petitioner owned at least 30 percent of Palo Alto Computer, doing business as Palo Alto Microsystems (PAC), a subchapter C corporation. The record does not disclose who, if anyone, owned the remaining interests in PAC. PAC was in the business of selling and repairing personal computers and computer parts.

Petitioner was in charge of PAC. He made the day-to-day business decisions for PAC, signed its corporate income tax returns, had sole signature authority for PAC's business checking account, hired and supervised PAC's bookkeepers*74 and return preparers, and dealt with customers daily by making sales and receiving payments.

Petitioner understood that all revenue receipts from the sale of computer equipment and from repairs performed by PAC should be deposited in PAC's business account. Petitioner also understood that PAC's accountant was preparing PAC's income tax returns on the basis of information regarding sales, purchases, and expenses that petitioner provided to him from PAC's books and records. PAC's books and records were maintained under petitioner's supervision and control. Petitioner understood that if he failed to record sales revenues in PAC's books and records, those revenues would not be reported on PAC's income tax returns.

Petitioner instructed many of PAC's customers to pay for their purchases or repairs in cash, to leave the payee lines of their checks blank, or to write petitioner's name on the payee lines of their checks. Petitioner also wrote, or asked PAC's customers to write, on the memo lines of their checks to petitioner that the payments were on account of loans even though he knew that the payments were on account of computer sales or services.

Petitioner deposited or caused to be*75 deposited in his personal bank account substantial amounts of money representing revenues belonging to PAC's business. Petitioner deposited or caused to be deposited into his personal bank account at least $ 58,798.44 in 1988, $ 36,091.69 in 1989, and $ 50,837.89 in 1990 of income belonging to PAC that was not reported on either PAC's or petitioner's income tax returns. 1

*76 Petitioner hired different accountants to prepare PAC's and his personal income tax returns and provided them with only limited financial information in aid of his efforts to avoid detection of his unreported income.

On his Forms 1040, U.S. Individual Income Tax Return, for 1988, 1989, and 1990, petitioner reported wage income from PAC of only $ 9,000, $ 9,000, and $ 10,000, respectively. For 1988, 1989, and 1990, petitioner reported gross income of $ 62,655, $ 30,254, and $ 62,457, respectively, and paid taxes of $ 7,750, zero, and $ 14,720, respectively.

Despite showing only relatively modest amounts of income on his tax returns, petitioner purchased during the years in issue and the following year (1988, 1989 and 1991) four parcels of improved real property for $ 1,925,000 and made total downpayments of $ 755,037.57. 2

*77

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2002 T.C. Memo. 68, 2002 Tax Ct. Memo LEXIS 72, Counsel Stack Legal Research, https://law.counselstack.com/opinion/yang-wu-v-commissioner-tax-2002.