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U.S. Tax Court tax cases

Seeded tax cases from the U.S. Tax Court in United States.

Country

United States

Court

U.S. Tax Court

Cases

3

1994

Schaefer v. Commissioner

T.C. Memo 1994-206

Taxpayers who fail to substantiate claimed business expenses with adequate records or sufficient corroborating evidence cannot rely on the Cohan rule to estimate deductions and bear the burden of proving entitlement under section 162 and the section 274 substantiation rules.

1990

Estate of Newhouse v. Commissioner

94 T.C. 193 (1990)

For estate-tax valuation of closely held stock with separate voting and non-voting classes, the fair market value must reflect what a willing buyer would actually pay given the corporate structure, and a hypothetical control premium cannot be imposed where the decedent's interest provided no realistic path to control.

1968

Estate of Smith v. Commissioner

50 T.C. 273 (1968)

Compensation earned by a decedent for services rendered but not yet received at death constitutes income in respect of a decedent under section 691 and is taxable when collected by the estate or successor.

Important disclaimer

This library is for general tax education only. Always verify filing obligations, due dates, and tax consequences against the cited primary source or with a qualified tax professional.