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Kosmal v. Commissioner of Internal Revenue

United States Court of Appeals, Ninth Circuit
Mar 1, 1982
670 F.2d 842 (9th Cir. 1982)

Summary

recognizing important distinctions between government and private pension plans

Summary of this case from Opinion No. 89-039

Opinion

No. 80-7245.

Argued and Submitted November 2, 1981.

Decided March 1, 1982.

Edward J. Kosmal, pro se.

Robert T. Duffy, Washington, D.C., argued, for respondent-appellee; Stanley S. Shaw, Jr., Michael L. Paup, Jonathan S. Cohen, M. Carr Ferguson, Washington, D.C., on brief.

Appeal from the United States Tax Court.

Before CHOY and SCHROEDER, Circuit Judges, and HATTER, District Judge.

Honorable Terry J. Hatter, District Judge for the Central District of California, sitting by designation.


The Kosmals appeal from a Tax Court decision upholding a determination by the Commissioner that the Kosmals' contributions to the Los Angeles County Employee Retirement Association (LACERA) may not be excluded from income. We affirm.

We have previously held that amounts deducted from base pay and deposited with the federal civil service retirement system are not excludable from income. Cohen v. Commissioner, 543 F.2d 725 (9th Cir. 1976). We agree with the Tax Court that there is no material distinction between contributions to the federal retirement system and contributions to LACERA and that the latter therefore may not be excluded. See Feistman v. Commissioner, 63 T.C. 129 (1974), appeal dismissed, 587 F.2d 941 (9th Cir. 1978).

The Kosmals contend that they have been deprived of due process and equal protection of the laws because some types of private pension plan contributions and other types of government employee benefits may be excluded from income. We do not agree. There are important distinctions in the degree of risk, purpose, and degree of voluntariness of state and local government pension plans versus private pension plans and other types of government employee benefits. The failure to provide for exclusion of federal retirement contributions has been upheld against equal protection and due process attacks. See Hogan v. United States, 513 F.2d 170 (6th Cir.), cert. denied, 423 U.S. 836, 96 S.Ct. 62, 46 L.Ed.2d 55 (1975). Appellants have suggested no valid reason why the result here should differ from that in Hogan.

AFFIRMED.


Summaries of

Kosmal v. Commissioner of Internal Revenue

United States Court of Appeals, Ninth Circuit
Mar 1, 1982
670 F.2d 842 (9th Cir. 1982)

recognizing important distinctions between government and private pension plans

Summary of this case from Opinion No. 89-039
Case details for

Kosmal v. Commissioner of Internal Revenue

Case Details

Full title:EDWARD J. KOSMAL, AND NILI H. KOSMAL, PETITIONERS-APPELLANTS, v…

Court:United States Court of Appeals, Ninth Circuit

Date published: Mar 1, 1982

Citations

670 F.2d 842 (9th Cir. 1982)

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