Jephson v. Commissioner

*1118OPINION.

Sterni-iagbn :

The Commissioner disallowed the deductions of expenses of $846.41 and depreciation of $1,135.06 taken by petitioner for 1932, expenses of $962.41 and depreciation of $1,135.06 taken for 1933, and expenses of $3,083.26 taken for 1934. Three notices of deficiency were sent to the petitioner, one for each year. The notice for 1932 disallows the amount of $1,981.47 as if it were all “expenses of maintaining real estate.” It was held that petitioner was “not in the real estate business but that the purchase of this property was in the nature of an isolated business transaction. * * * Inasmuch as no income has ever been received from this property, there is no provision in the law for the allowance of the deductions claimed.” In the notice for 1933 the two amounts were specifically described as depreciation and expenses, and the explanation given for the disallowance was “Deductions claimed for depreciation and other expenses on property that has never been rented have been disallowed.” The notice for 1934 seems to readjust depreciation to a 3 percent rate on improvements and disallows $3,083.26 “inasmuch as this property is adjacent to your residence.”

The issue upon which the proceeding was tried and is now argued is whether the expenses of maintaining the property may properly be regarded as ordinary and necessary expenses of carrying on a trade or *1119business. Revenue Act of 1932, sec. 23 (a). It has been found as a fact from the evidence that the petitioner’s only purpose in buying the property at No. 331 was to rent it and that he tried to do so by listing it with a broker and showing it to prospective tenants, and that later he bought No. 332 as a step in assembling property on which to build an apartment house. He had no purpose to occupy the property as his own residence and never in fact did occupy it. Thus it can fairly be said that he was carrying on a business, albeit without actual profit during the years in question. Obviously the inability to rent or sell the property at a profit during the taxable years does not take from the venture its business character, nor does the fact that the petitioner was not devoting his full time to a real estate business.

The argument is made by the respondent that because the statute, section 23, provides expressly, subdivision (e) (2), for the deduction of losses in single transactions entered into for profit, after providing, subdivision (e) (1), for losses incurred in trade or business, and makes no provision in similar language for the deduction of expenses of transactions entered into for profit, the latter class of deductions must be regarded as deliberately omitted from recognition. This argument) has no application to the present case since there was here no isolated! transaction entered into for profit though not connected with a trade or business analogous to that covered by the loss provision, but a continuing devotion of the property to a business use and purpose, not at once successfully, to be sure, but no less ardently and hopefully. The pay of a caretaker and the cost of repairs of a property acquired and held solely for rent or sale are ordinary and necessary expenses of carrying on a business, and the statute provides for their deduction. Salo Auerbach, 2 B. T. A. 67. Cases where the property was originally1 acquired or at some time used for private residence which in various circumstances have held that the deductions are not allowable are obviously distinguishable. Rumsey v. Commissioner, 82 Fed. (2d) 158; Morgan v. Commissioner, 16 Fed. (2d) 390; Joseph F. Cullmam, Jr., 16 B. T. A. 991; cf. Heiner v. Tindle, 276 U. S. 582.

The decision as to expenses of all three years under section 23 (a) compels a similar conclusion as to the depreciation under section 23 (k). Kittredge v. Commissioner, 88 Fed. (2d) 632; cf. Buckwalter v. Commissioner, 61 Fed. (2d) 571. This seems to have been recognized and allowed by the Commissioner in the determination for 1934, but there is no explanation for the apparent inconsistency in either the notices of deficiency or the briefs.

The petitioner, using the accounting basis of cash receipts and disbursements, deducted in each year the insurance premiums paid, irrespective of the period covered by the policy. In 1934 he paid premiums on policies for one-year periods extending into the follow*1120ing calendar year and for three years. The Commissioner disallowed such deduction to the extent of “$1,139.86 applicable to future periods.”

The one-year premiums are deductible in the year of payment. Kauai Terminal, Ltd., 36 B. T. A. 893. The three-year payments are affected by conflicting decisions. Since 1927, Higginbotham-Bailey-Logan Co., 8 B. T. A. 566, prepaid insurance for a term exceeding one year has been treated similarly to the cost of an exhaust-able asset with a determinable life and not as an ordinary and necessary business expense deductible entirely in the year of payment. See G. C. M. 13148, XIII-1 C. B. 87 (May 7, 1934). The petitioner relies upon the recent decision in Welch v. De Blois, 94 Fed. (2d) 842, which supports him squarely. The view expressed in that decision is at variance with the long established conception applied not alone to insurance, but to expenditures of various character, such as prepaid rent, J. Alland & Brother, Inc. v. United States, 28 Fed. (2d) 792, and fees and commissions, Julia Stowe Lovejoy, 18 B. T. A. 1179, which may not be lightly overthrown. Despite the respect which we have for the court which decided Welch v. Be Blois, supra, we are unable to follow that decision in this proceeding reviewable by another court. The disallowance of so much of the three-year premiums as extends beyond the first year is sustained.

3. Petitioner attempts to make an argument of his right to deduct $935 charitable contributions and the effect of the statutory limitation of 15 percent, citing Pleasants v. United States, 22 Fed. Supp. 964. But the facts are not sufficiently in evidence to substantiate a finding or raise the legal question. The Commissioner’s determination is sustained.

Reviewed by the Board.

Judgment will he entered under Rule 50.