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Commissioner of Internal Revenue v. Sims

Circuit Court of Appeals, Fifth Circuit
Apr 11, 1945
148 F.2d 574 (5th Cir. 1945)

Opinion

No. 11225.

April 11, 1945.

Petitions for Review of Decisions of the tax court of the United States (District of Texas).

Petitions by Commissioner of Internal Revenue against Louise Strother Sims for review of decisions of the Tax Court of the United States, District of Texas.

Decisions affirmed.

Melva M. Graney, Sewall Key, Helen R. Carloss, and Leonard Sarner, Sp. Assts. to the Atty. Gen., Samuel O. Clark, Jr., Asst. Atty. Gen., J.P. Wenchel, Chief Counsel, Bureau of Internal Revenue, and John W. Smith, Sp. Atty., Bureau of Internal Revenue, both of Washington, D.C., for Commissioner of Internal Revenue.

Homer L. Bruce, of Houston, Tex., and Allan Sholars, of Monroe, La., for taxpayer.

Before HUTCHESON, HOLMES, and McCORD, Circuit Judges.


This case, as to income received from a trust of personal property, corporate stocks, by a married woman living in Texas, presents precisely the same question which was presented in the Porter and Lightner cases (Commissioner of Internal Revenue v. Porter, 5 Cir., 148 F.2d 566), whether the income when received was separate or community property. The settlor of this trust lived in Oklahoma, the trustee lived in Virginia. It was not in terms a spendthrift trust, and we are referred to no statute in either Oklahoma or Virginia which would make it one.

As we have pointed out in the Porter and Lightner cases, however, whether it was or not a spendthrift trust is not material. Here, as there, the trust instrument contains no clause or provision manifesting an intent to make the income from the trust property other than the Texas law makes it, community property. For the reasons given for affirming the decisions of the Tax Court in those cases, its decisions in these cases are affirmed.


Summaries of

Commissioner of Internal Revenue v. Sims

Circuit Court of Appeals, Fifth Circuit
Apr 11, 1945
148 F.2d 574 (5th Cir. 1945)
Case details for

Commissioner of Internal Revenue v. Sims

Case Details

Full title:COMMISSIONER OF INTERNAL REVENUE v. SIMS (two cases)

Court:Circuit Court of Appeals, Fifth Circuit

Date published: Apr 11, 1945

Citations

148 F.2d 574 (5th Cir. 1945)

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