Grison Oil Corp. v. Commissioner

GRISON OIL CORPORATION, PETITIONER, v. COMMISSIONER OF INTERNAL REVENUE, RESPONDENT.
Grison Oil Corp. v. Commissioner
Docket No. 96132.
United States Board of Tax Appeals
42 B.T.A. 1117; 1940 BTA LEXIS 903;
October 30, 1940, Promulgated

*903 In determining the 50 percent limitation on percentage depletion allowable under section 114(b)(3), Revenue Act of 1936, amounts of income tax paid to the State of Oklahoma must be deducted in computing net income from the property, where such state tax was based wholly on income derived from such property.

Chas. H. Garnett, Esq., for the petitioner.
J. E. Marshall, Esq., for the respondent.

HILL

*1118 Respondent determined a deficiency of $109.22 in income tax for the year 1936, as the result of his action in deducting income tax paid to the State of Oklahoma in arriving at net income for the limitation of percentage depletion. Whether or not respondent erred in deducting such tax is the sole issue submitted for decision. The facts were stipulated by the parties.

FINDINGS OF FACT.

Petitioner is a corporation organized under the laws of the State of Oklahoma in 1931, having its principal office and place of business at Oklahoma City, Oklahoma. Its business is the production and sale of crude oil. Petitioner keeps its books of account and makes its returns on the accrual basis. Its corporation income and excess profits tax return*904 for the calendar year 1936 was filed with the collector at Oklahoma City.

Prior to 1935 petitioner acquired an oil and gas property in the County of Oklahoma, State of Oklahoma, designated as the Turner lease. Petitioner operated this property, producing and selling oil therefrom; and it carried on no other business in 1936. Its gross income from the property in 1936 was $113,684.38.

Income taxes due the State of Oklahoma for the year 1936 were accrued by the petitioner in the amount of $1,777.46 in 1936; and income taxes for the year 1933 in the amount of $43.76 were paid by the petitioner to the State of Oklahoma in 1936.

Respondent, for the purpose of applying the 50 percent limitation upon petitioner's depletion allowance, determined petitioner's net income from the property for the year 1936 was $55,828.32, and fixed its depletion allowance at one-half thereof, or $27,914.16. In determining the net income of $55,828.32, respondent deducted from gross income, among other things, the aforesaid Oklahoma income taxes, amounting in all to $1,816.30.

In the deficiency notice and pleadings in this proceeding, the sum of $3,132.89 has been erroneously treated as the amount*905 of Oklahoma income taxes. The correct amount is $1,816.30, as hereinabove stated. The difference between $3,132.89 and $1,816.30 represents other taxes as to which there is no dispute.

Petitioner contends that the action of the respondent in deducting Oklahoma income taxes amounting to $1,816.30 from its gross income in determining its net income, for the purpose of applying the 50 percent limitation upon its depletion allowance, was erroneous; and that its depletion allowance for 1936 should be $28,822.31.

*1119 OPINION.

HILL: The question before us in this case is whether or not respondent erred in deducting from gross income the amounts of income tax paid by petitioner to the State of Oklahoma, in order to determine the net income from petitioner's oil property for depletion purposes, pursuant to section 114(a)(3) of the Revenue Act of 1936. The statute provides that in these case of oil and gas wells the allowance for depletion shall be 27 1/2 percent of the gross income from the property, but that such allowance shall not exceed 50 percent of the net income of the taxpayer (computed without allowance for depletion) from the property.

Article 23(m)-1(h)*906 of respondent's Regulations 94, issued under the above statute, defines "net income of the taxpayer (computed without allowance for depletion) from the property" as meaning the gross income from the property, less the allowable deductions attributable to the mineral property upon which depletion is claimed, "including overhead and operating expense, development costs properly charged to expense, depreciation, taxes, losses sustained, etc., but excluding any allowance for depletion."

On brief petitioner argues that the state income tax should not be deducted from gross income in computing net income from the property, for the purpose of applying the 50 percent limitation on the depletion allowance, for the reason that such tax is wholly unrelated to the production of income from its oil property, and that a fair interpretation of the word "taxes" as used in respondent's regulations does not embrace such a tax.

We are unable to agree with this theory. The Oklahoma income tax would appear to be an allowable deduction attributable to the mineral property upon which depletion is claimed, since the amount is an allowable deduction in computing taxable net income under the Federal taxing*907 act, and the parties have stipulated that during the taxable year petitioner was engaged in operating an oil and gas property theretofore acquired, producing and selling oil therefrom, and carried on no other business in 1936.

Petitioner further contends that the income tax paid to the state can not properly be classified as operating expense, because it represents merely the payment of a part of the net profits to the Government, citing and quoting at length from I.T. 3398, construing regulations issued under the Vinson Act (48 Stat. 503), as amended. This ruling in effect held that a state franchise tax measured by income but imposed upon the privilege of doing business as a corporation within the state is includable as an element of the cost of performing *1120 a contract under the Vinson Act, while a state income tax is not so includable. The argument is that by analogy the reasoning of such ruling is applicable in the present case. In St. Marys Oil & Gas Co.,42 B.T.A. 270, we rejected a similar argument because of the entirely different purposes of the Vinson Act and the Federal revenue act. The discussion there set forth at length need not be repeated*908 here.

In Helvering v. Wilshire Oil Co.,308 U.S. 90, the Supreme Court approved respondent's regulations under the 1928 Revenue Act, which required that development expense deducted in computing taxable net income should also be deducted in computing net income from the property for the purpose of applying the 50 percent limitation on percentage depletion. The Oklahoma income tax here involved comes within the class of deductions from gross income allowable in determining taxable net income under the Federal revenue acts, and is no less attributable to the oil property upon which the depletion is claimed than development expense. Under generally recognized rules, both items are property to be taken into account in computing the net operating profits, as well as the taxable net income, derived from the property by petitioner. Any other conclusion, we think, would be incompatible with the rationale of the Supreme Court's opinion in the Wilshire case. Whether a state income tax based only in part upon income from the mineral property upon which depletion is claimed should be allocated in proportionate part to such property in computing the limitation on*909 the depletion allowance, we need not here decide, since under the facts adduced such question does not arise.

In Montreal Mining Co.,41 B.T.A. 399, we held, on authority of the Wilshire decision, supra, that, in computing the petitioner's net income for percentage depletion purposes under the 1934 Act, amounts paid in settlement of silicosis claims should be deducted from gross income.

In Mirabel Quicksilver Co.,41 B.T.A. 401, we held, on the same authority, that, in computing the petitioner's net income for percentage depletion under the 1936 Act, amounts paid as interest on money borrowed for development and equipment expenses and capital stock taxes, should be deducted from gross income.

In St. Marys Oil & Gas Co., supra, we held that interest paid on money borrowed to purchase part of the property from which oil and gas was produced must be deducted from gross income in arriving at the net income from the property for the purpose of computing percentage depletion.

On authority of the decisions above cited, we hold that respondent did not err in deducting the Oklahoma income tax in computing the percentage*910 depletion allowance, and the deficiency determined by him herein is approved.

Decision will be entered for respondent.