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Alice Phelan Sullivan Corp. v. United States

United States Court of Claims

381 F.2d 399 (1967)

Relevant factsFree

The corporation (plaintiff) took charitable-donation deductions in 1939 and 1940 when the corporate tax rate was 18% and 24%, generating a tax benefit of $1,877.49; when the donee returned both parcels in 1957, when the rate was 52%, the Commissioner (defendant) taxed the full recovered value at that higher current rate, and the corporation sued for a refund, arguing it shouldn't pay more than the tax benefit it originally received.

IssueFree

Whether, under the tax-benefit rule, recovered items of income are taxable at the rate applicable at the time of recovery.

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