95-1884

Income

Signed 6/6/96

 

BEFORE THE UTAH STATE TAX COMMISSION

____________________________________

 

XXXXX,

Petitioner, ) INFORMAL DECISION

:

v. )

:

COLLECTION DIVISION OF THE ) Appeal No. 95-1884

UTAH STATE TAX COMMISSION, :

) Account No. XXXXX

:

Respondent. ) Tax Type: Income

_____________________________________

 

STATEMENT OF CASE

This matter came before the Utah State Tax Commission pursuant to the Administrative Procedures Act and the rules of the Utah State Tax Commission for informal proceedings. An Informal Hearing was held on XXXXX. Jane Phan, Administrative Law Judge, heard the matter for and on behalf of the Commission. Present and representing Petitioner was XXXXX. Present and representing Respondent were XXXXX and XXXXX.

Based upon the evidence in the file and presented at the Informal Hearing, the Commission makes its:

FINDINGS

Petitioner is appealing the assessment of penalties in the amount of $$$$$ and interest of approximately $$$$$ arising from the late payment of income tax for the year ending XXXXX.


Petitioner explained that he was a federal retiree and that he had elected to receive his federal retiree tax refund as a credit towards his tax liability over a three year period. He stated that when he computed his tax liability for XXXXX he discovered that, after applying the federal retiree credit of $$$$$, he had a Utah tax liability of $$$$$. Petitioner explains that he was unable to pay this amount on XXXXX, but that he did pay the tax in its entirety by the end of XXXXX. Petitioner points out that he was entitled to a federal retiree credit in the amount of $$$$$ against his XXXXX tax liability. He felt that the State of Utah already had this $$$$$ of his money which they were holding to apply to the next year.

Respondent initially failed to appear at the Informal Hearing. Representatives for Respondent did eventually appear after telephone calls from the Appeals Division. They explained that they could not apply the federal retiree credit to his XXXXX income because pursuant to the settlement with the federal retirees it had been designated to be applied to XXXXX. Respondent's representatives stated that Petitioner's account history indicated he had a pattern of timely paying and filing his taxes. There was just one year, XXXXX, when some additional interest had been assessed.

APPLICABLE LAW


The Tax Commission is granted the authority to waive, reduce, or compromise penalties and interest upon a showing of reasonable cause. (Utah Code Ann. '59-1-401(10).)

DECISION AND ORDER

The appeal has presented some unusual circumstances. Because the Respondent did not initially appear at the hearing and Petitioner had a long history of timely filing and paying his income tax, as well as the fact that full payment was made within a month and a half of the due date, the Commission has determined that a waiver of the penalties would be appropriate.

The Tax Commission finds sufficient cause does exist to waive the penalties of $$$$$ associated with Petitioner's income tax for XXXXX. Sufficient cause was not shown to waive the interest. It is so ordered.

DATED this 6 day of June, 1996.

BY ORDER OF THE UTAH STATE TAX COMMISSION.

W. Val Oveson Roger O. Tew

Chairman Commissioner

 

Joe B. Pacheco Alice Shearer

Commissioner Commissioner

 


NOTICE: You have twenty (20) days after the date of a final order to file a Request for Reconsideration with the Commission. If you do not file a Request for Reconsideration with the Commission, you have thirty (30) days after the date of a final order to file a Petition for Judicial Review by trial de novo in district court. (Utah Administrative Rule R861-1A-5(P) and Utah Code Ann. '63-46b-13 et. seq.)

 

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