7203 - Ignorance of Law

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Fraud Statutes 

Additional Information:

 

7203 - Accountant-Client Privilege
7203 - Accrual Basis
7203 - Admissibility 1 p1
7203 - Admissibility 1 p2
7203 - Admissibility 1 p3
7203 - Admissibility 1 p4
7203 - Admissibility 1 p5
7203 - Admissibility 1 p6
7203 - Admissibility 2 p1
7203 - Admissibility 2 p2
7203 - Admissibility 2 p3
7203 - Admissibility 2 p4
7203 - Admissibility 2 p5
7203 - Admissibility 3 p1
7203 - Admissibility 3 p2
7203 - Admissibility 3 p3
7203 - Admissibility 3 p4
7203 - Admissibility 3 p5
7203 - Admissibility 4 p1
7203 - Admissibility 4 p2
7203 - Admissions p1
7203 - Admissions p2
7203 - Advice of Counsel p1
7203 - Advice of Counsel p2
7203 - Amendment
7203 - Appeal Right to
7203 - Appeal Timeliness
7203 - Appeal Waiver
7203 - Appeal without merit
7203 - Arrest
7203 - Fraudulent Return
7203 - Defeat & Evade Income Taxes p1
7203 - Defeat & Evade Income Taxes p2
7203 - Defeat & Evade Income Taxes p3
7203 - Defeat &  Evade Income Taxes p4
7203 - Attorney Disqualified
7203 - Attorney's Testimony p1
7203 - Attorney's Testimony p2
7203 - Attorney's Testimony p3
7203 - Attorney's Testimony p4
7203 - Bail
7203 - Bank Records &  Net Worth Increases 1 p1
7203 - Bank Records &  Net Worth Increases 1 p2
7203 - Bank Records &  Net Worth Increases 1 p3
7203 - Bank Records &  Net Worth Increases 1 p4
7203 - Bank Records &  Net Worth Increases 1 p5
7203 - Bank Records &  Net Worth Increases 1 p6
7203 - Bank Records &  Net Worth Increases 2 p1
7203 - Bank Records &  Net Worth Increases 2 p2
7203 - Bank Records &  Net Worth Increases 2 p3
7203 - Bank Records &  Net Worth Increases 2 p4
7203 - Bank Records &  Net Worth Increases 2 p5
7203 - Bank Records &  Net Worth Increases 3 p1
7203 - Bank Records &  Net Worth Increases 3 p2
7203 - Bank Records &  Net Worth Increases 3 p3
7203 - Bank Records &  Net Worth Increases 3 p4
7203 - Bank Records &  Net Worth Increases 3 p5
7203 - Bank Records &  Net Worth Increases 4 p1
7203 - Bank Records &  Net Worth Increases 4 p2
7203 - Bank Records &  Net Worth Increases 4 p3
7203 - Bank Records &  Net Worth Increases 4 p4
7203 - Bank Records &  Net Worth Increases 4 p5
7203 - Bank Records &  Net Worth Increases 5 p1
7203 - Bank Records & Net Worth Increases 5 p2
7203 - Bank Records & Net Worth Increases 5 p3
7203 - Bank Records & Net Worth Increases 5 p4
7203 - Bank Records & Net Worth Increases 5 p5
7203 - Base Sentence p1
7203 - Base Sentence p2
7203 - Base Sentence p3
7203 - Base Sentence p4
I7203 - Bill of Particluar Conspiracy
7203 - Bill of Particulars
7203 - Books and Records
7203 - Burden of going forward with evidence
7203 - Burden of Proof
7203 - Carryback Offset
7203 - Changing Plea
7203 - Character witness p1
7203 - Character witness p2
7203 - Circumstanial Evidence p1
7203 - Circumstanial Evidence p2
7203 - Circumstanial Evidence p3
7203 - Circumstanial Evidence p4
7203 - Collateral Estoppel
7203 - Collection
7203 - Commitment by U.S. Commissioner
7203 - Communication to Jury
7203 - Compromise
7203 - Consolidation
7203 - Conspiracy p1
7203 - Conspiracy p2
7203 - Conspiracy 1 p1
7203 - Conspiracy 1 p2
7203 - Conspiracy 1 p3
7203 - Conspiracy 1 p4
7203 - Conspiracy 1 p5
7203 - Conspiracy 1 p6
7203 - Conspiracy 1 p7
7203 - Conspiracy 1 p8
7203 - Conspiracy 2 p1
7203 - Conspiracy 2 p2
7203 - Conspiracy 2 p3
7203 - Constitutional Grounds 1 p1
7203 - Constitutional Grounds 1 p2
7203 - Constitutional Grounds 1 p3
7203 - Constitutional Grounds 1 p4
7203 - Constitutional Grounds 1 p5
7203 - Constitutional Grounds 2 p1
7203 - Constitutional Grounds 2 p2
7203 - Constitutional Grounds 2 p3
7203 - Constitutional Grounds 2 p4
7203 - Constitutional Grounds 2 p5
7203 - Constitutional Grounds 3 p1
7203 - Constitutional Grounds 3 p2
7203 - Constitutional Grounds 3 p3
7203 - Constitutional Grounds 3 p4
7203 - Constitutional Grounds 3 p5
7203 - Constitutional Grounds 4 p1
7203 - Constitutional Grounds 4 p2
7203 - Constitutional Grounds 4 p3
7203 - Constitutional Grounds 4 p4
7203 - Constitutional Grounds 5 p1
7203 - Constitutional Grounds 5 p2
7203 - Constitutional Grounds 5 p3
7203 - Constitutional Grounds 5 p4
7203 - Constitutional Grounds 5 p5
7203 - Constitutional Grounds 6
7203 - Contempt Finding Ag. Defendant's Counsel
7203 - Continuance p1
7203 - Continuance p2
7203 - Continuance p3
7203 - Conviction Required
7203 - Copies of Records p1
7203 - Copies of Records p2
7203 - Corporation Officer
7203 - Costs
7203 - Credit for Time Served
7203 - Criminal Contempt
7203 - Cross-Examination PART 1 p1
7203 - Cross-Examination PART 1 p2
7203 - Cross-Examination PART 1 p3
7203 - Cross-Examination PART 1 p4
7203 - Cross-Examination PART 1 p5
7203 - Cross-Examination PART 2
7203 - DefendantHaving Facts Available p1
7203 - DefendantHaving Facts Available p2
7203 - DefendantHaving Facts Available p3
7203 - Degree of Proof p1
7203 - Degree of Proof p2
7203 - Depositions
7203 - Different Statute Cited
7203 - Discovery, Scope Of
7203 - Documentary Evidence in Jury Room
7203 - Double Jeopardy 1 p1
7203 - Double Jeopardy 1 p2
7203 - Double Jeopardy 1 p3
7203 - Double Jeopardy 1 p4
7203 - Double Jeopardy 1 p5
7203 - Double Jeopardy 2 p1
7203 - Double Jeopardy 2 p2
7203 - Double Jeopardy 2 p3
7203 - Double Jeopardy 2 p4
7203 - Enhanced Sentence Sophisticated Means p1
7203 - Enhanced Sentence Sophisticated Means p2
7203 - Enhanced Sentence p1
7203 - Enhanced Sentence p2
7203 - Entrapment
7203 - Erroneous calculation of tax
7203 - Exclusion of Oral Testimony
7203 - Exercise Privilege-Exclusion from Courtroom
7203 - Expert Witness p1
7203 - Expert Witness p2
7203 - Expert Witness p3
7203 - Expert Witness p4
7203 - Extenuating Circumstances
7203 - Fact Finding p1
7203 - Fact Finding p2
7203 - Fact Finding p3
7203 - Fact Finding p4
7203 - Fact Finding p5
7203 - Failure of IRS to File Return
7203 - Failure to Assess Tax
7203 - Failure to Prosecute p1
7203 - Failure to Prosecute p2
7203 - Failure to Prosecute p3
7203 - Failure to Prosecute p4
7203 - Failure to Prosecute p5
7203 - Failure to Report Income 1 p1
7203 - Failure to Report Income 1 p2
7203 - Failure to Report Income 1 p3
7203 - Failure to Report Income 1 p4
7203 - Failure to Report Income 1 p5
7203 - Failure to Report Income 1 p6
7203 - Failure to Report Income 2 p1
7203 - Failure to Report Income 2 p2
7203 - Failure to Supply Information
7203 - False Return
7203 - Fictitious names
7203 - Fraud Case Procedures p1
7203 - Fraud Case Procedures p2
7203 - Fraud Case Procedures p3
7203 - Fraud Case Procedures p4
7203 - General Exception
7203 - Good Faith p1
7203 - Good Faith p2
7203 - Good Faith p3
7203 - Good Faith p4
7203 - Government Agent Prosecuting Claim
7203 - Grand Jury 1 p1
7203 - Grand Jury 1 p2
7203 - Grand Jury 1 p3
7203 - Grand Jury 1 p4
7203 - Grand Jury 1 p5
7203 - Grand Jury 2 p1
7203 - Grand Jury 2 p2
7203 - Hearsay Evidence p1
7203 - Hearsay Evidence p2
7203 - Hearsay Evidence p3
7203 - Hearsay Evidence p4
7203 - Hearsay Evidence p5
7203 - Hostility of the Court p1
7203 - Hostility of the Court p2
7203 - Hostility of the Court p3
7203 - Hypnosis
7203 - Identification
7203 - Ignorance of Law
7203 - Immunity p1
7203 - Immunity p2
7203 - Immunity p3
7203 - Impeachment p1
7203 - Impeachment p2
7203 - Improper Comment PART 1 p1
7203 - Improper Comment PART 1 p2
7203 - Improper Comment PART 1 p3
7203 - Improper Comment PART 1 p4
7203 - Improper Comment PART 1 p5
7203 - Improper Comment PART 2 p1
7203 - Improper Comment PART 2 p2
7203 - Improper Comment PART 2 p3
7203 - Improper Comment PART 2 p4
7203 - Improper Comment PART 2 p5
7203 - Improper Comment PART 3
7203 - Improper Question
7203 - Incrimination 1 p1
7203 - Incrimination 1 p2
7203 - Incrimination 1 p3
7203 - Incrimination 1 p4
7203 - Incrimination 1 p5
7203 - Incrimination 2 p1
7203 - Incrimination 2 p2
7203 - Incrimination 2 p3
7203 - Incrimination 2 p4
7203 - Incrimination 2 p5
7203 - Incriminaton Before Grand Jury p1
7203 - Incriminaton Before Grand Jury p2
7203 - Instructions to Jury 1 p1
7203 - Instructions to Jury 1 p2
7203 - Instructions to Jury 1 p3
7203 - Instructions to Jury 1 p4
7203 - Instructions to Jury 1 p5
7203 - Instructions to Jury 2 p1
7203 - Instructions to Jury 2 p2
7203 - Instructions to Jury 2 p3
7203 - Instructions to Jury 2 p4
7203 - Instructions to Jury 2 p5
7203 - Instructions to Jury 3 p1
7203 - Instructions to Jury 3 p2
7203 - Instructions to Jury 3 p3
7203 - Instructions to Jury 3 p4
7203 - Instructions to Jury 3 p5
7203 - Instructions to Jury 4 p1
7203 - Instructions to Jury 4 p2
7203 - Instructions to Jury 4 p3
7203 - Instructions to Jury 4 p4
7203 - Instructions to Jury 4 p5
7203 - Instructions to Jury 5 p1
7203 - Instructions to Jury 5 p2
7203 - Instructions to Jury 5 p3
7203 - Instructions to Jury 5 p4
7203 - Instructions to Jury 5 p5
7203 - Instructions to Jury 6 p1
7203 - Instructions to Jury 6 p2
7203 - Instructions to Jury 6 p3
7203 - Instructions to Jury 6 p4
7203 - Instructions to Jury 6 p5
7203 - Instructions to Jury 7 p1
7203 - Instructions to Jury 7 p2
7203 - Instructions to Jury 7 p3
7203 - Instructions to Jury 7 p4
7203 - Instructions to Jury 7 p5
7205 Convictions p1
7205 Convictions p2
7205 Convictions p3
7205 Convictions p4
7205 Convictions p5
7205 Double Jeopardy
7205 Exemption Certificates
7205 Hostility of the Court
7205 Indictment
7205 Information
7205 Intent to Deceive Lacking
7205 Right to Counsel
7205 Trial, Timeliness
7205 Variance
7205 Venue
7205 Willfulness
7206 False Returns 1 p1
7206 False Returns 1 p2
7206 False Returns 1 p3
7206 False Returns 1 p4
7206 False Returns 1 p5
7206 False Returns 2 p1
7206 False Returns 2 p2
7206 False Returns 2 p3
7206 False Returns 2 p4
7206 False Returns 2 p5
7206 False Returns 3 p1
7206 False Returns 3 p2
7206 False Returns 3 p3
7206 False Returns 3 p4
7206 Basis for Allegation of Fraud
7206 Concealment of Assets p1
7206 Concealment of Assets p2
7206 Conspiracy 1 p1
7206 Conspiracy 1 p2
7206 Conspiracy 1 p3
7206 Conspiracy 1 p4
7206 Conspiracy 2 p1
7206 Conspiracy 2 p2
7206 Constitutionality p1
7206 Constitutionality p2
7206 Constitutionality p3
7206 Costs
7206 Disclosure of Returns
7206 Estoppel p1
7206 Estoppel p2
7206 Estoppel p3
7206 Evidence 1 p1
7206 Evidence 1 p2
7206 Evidence 1 p3
7206 Evidence 1 p4
7206 Evidence 1 p5
7206 Evidence 2 p1
7206 Evidence 2 p2
7206 Evidence 2 p3
7206 Evidence 2 p4
7206 Evidence 2 p5
7206 Evidence 3 p1
7206 Evidence 3 p2
7206 Evidence 3 p3
7206 Evidence 3 p4
7206 Evidence 3 p5
7206 Evidence 4 p1
7206 Evidence 4 p2
7206 Evidence 4 p3
7206 False Claims Against U.S.
7206 False Documents p1
7206 False Documents p2
7206 False Statements in Return 1 p1
7206 False Statements in Return 1 p2
7206 False Statements in Return 1 p3
7206 False Statements in Return 1 p4
7206 False Statements in Return 1 p5
7206 False Statements in Return 2 p1
7206 False Statements in Return 2 p2
7206 False Statements in Return 2 p3
7206 False Statements in Return 2 p4
7206 False Statements in Return 3 p1
7206 False Statements in Return 3 p2
7206 False Statements in Return 3 p3
7206 False Statements in Return 3 p4
7206 False Statements in Return 3 p5
7206 False Statements in Return 4 p1
7206 False Statements in Return 4 p2
7206 False Statements in Return 4 p3
7206 False Statements in Return 4 p4
7206 False Statements in Return 4 p5
7206 False Statements in Return 5 p1
7206 False Statements in Return 5 p2
7206 False Statements in Return 5 p3
7206 False Statements in Return 5 p4
7206 False Statements to IRS Agents p1
7206 False Statements to IRS Agents p2
7206 False Statements to IRS Agents p3
7206 Forgery
7206 Grand Jury
7206 Guilty Plea p1
7206 Guilty Plea p2
7206 Immunity
7206 Indictment 1 p1
7206 Indictment 1 p2
7206 Indictment 1 p3
7206 Indictment 1 p4
7206 Indictment 1 p5
7206 Indictment 2 p1
7206 Indictment 2 p2
7206 Instructions to Jury 1 p1
7206 Instructions to Jury 1 p2
7206 Instructions to Jury 1 p3
7206 Instructions to Jury 1 p4
7206 Instructions to Jury 1 p5
7206 Instructions to Jury 2 p1
7206 Instructions to Jury 2 p2
7206 Instructions to Jury 2 p3
7206 Instructions to Jury 2 p4
7206 Instructions to Jury 2 p5
7206 Instructions to Jury 3 p1
7206 Instructions to Jury 3 p2
7206 Instructions to Jury 3 p3
7206 Instructions to Jury 3 p4
7206 Instructions to Jury 3 p5
7206 Jury Verdict Disregarded
7206 Jury p1
7206 Jury p2
7206 Jury p3
7206 Lesser Included Offense p1
7206 Lesser Included Offense p2
7206 Motion For Continuance
7206 Motion to Sever
7206 Motion to Transfer
7206 Motion to Vacate Sentence
7206 Net Worth Statement
7206 Offer in Compromise
7206 Perjury
7206 False or Fraudulent Returns p1
7206 False or Fraudulent Returns p2
7206 False or Fraudulent Returns p3
7206 False or Fraudulent Returns p4
7206 False or Fraudulent Returns p5
7206 Prior Convictions
7206 Prior Law
7206 Probation
7206 Prosecutor's Comment p1
7206 Prosecutor's Comment p2
7206 Restitution
7206 Right to Counsel p1
7206 Right to Counsel p2
7206 Sentence p1
7206 Sentence p2
7206 Sentence p3
7206 Sentence p4
7206 Sentencing Guidelines 1 p1
7206 Sentencing Guidelines 1 p2
7206 Sentencing Guidelines 1 p3
7206 Sentencing Guidelines 1 p4
7206 Sentencing Guidelines 1 p5
7206 Sentencing Guidelines 2 p1
7206 Sentencing Guidelines 2 p2
7206 Sentencing Guidelines 2 p3
7206 Statute of Limitations p1
7206 Statute of Limitations p2
7206 Venue
7206 Willfulness Defined p1
7206 Willfulness Defined p2
7206 Willfulness Defined p3
7206 Willfulness Defined p4
7207 Conviction
7207 Defenses
7207 Motion to Dismiss
7207 Sentencing
7207 Willfully Defined
7210 Willful Failure to Obey Summons
7212 Assault
7212 Bribery
7212 Constiutionality
7212 Indictment
7212 Interference p1
7212 Interference p2
7212 Interference p3
7212 Interference p4
7212 Jury Instructions
7212 Rescue of Seized, Levied Property p1
7212 Rescue of Seized, Levied Property p2
7212 Sentence p1
7212 Sentence p2
7212 Statute of Limitations
7212 Suppresion of Evidence
7215 Constitutionality
7215 Conviction
7215 Corporation
7215 Defenses
7215 Evidence
7215 Intent
7215 Speedy Trial
7216 Consent
7216 Preparer Defined
7216 Scope of Statute
7217 IRS Employees

 

Ignorance of Law

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7203: Willful Failure to File Return, Supply Information, or Pay Tax: Defenses: Ignorance of Law

 

[85-2 USTC ¶9838] United States of America , Plaintiff-Appellee v. Edward J. Callery, Defendant-Appellant

(CA-9), U.S. Court of Appeals, 9th Circuit, No. 84-1200, 774 F2d 1456, 10/29/85

[Code Sec. 7203]

Crimes: Failure to file returns: Intent: Privilege against self-incrimination.--A real estate salesman who told a Special Agent that he discontinued filing tax returns because he did not have sufficient funds was properly convicted of failing to file. There was sufficient evidence of a wrongful intent to avoid a known legal duty, the taxpayer's alleged "good faith misunderstanding of the law" defenses were neither reasonable nor based upon a good faith misunderstanding, and the privilege against self-incrimination did not excuse his complete failure to file.

Lawrence N. Bazrod, Phoenix , Ariz. , for defendant-appellant. Ruth L. Cohen, Assistant United States Attorney, Las Vegas , Nev. 89101 , for plaintiff-appellee.

Before: ANDERSON, BEEZER, and BRUNETTI, Circuit Judges.

ANDERSON, Circuit Judge:

I. THE FACTS

Edward Callery appeals his conviction of two counts of failure to file income tax returns in violation of 26 U.S.C. §7203. Callery claims that (1) there was insufficient evidence of willfulness, generally, to convict him of willful failure to file a tax return pursuant to 26 U.S.C. §7203; and (2) his good faith misunderstanding of the law negates the element of willfulness necessary for a conviction under 26 U.S.C. §7203; and (3) he validly exercised his Faith Amendment privilege against self-incrimination, thereby barring his prosecution under 26 U.S.C. §7203.

The facts, based upon a stipulation of trial evidence entered into between the government and Callery, are as follows:

From 1946 to 1960, Callery was married, and for each of those years he filed a joint return with his wife. The service center having jurisdiction over Callery has no records to indicate whether he filed or did not file any returns for the years from 1960 to 1965. From 1965 through and including 1978, the service center records showed no returns were filed by Callery for those years.

In 1976, Callery, as a real estate salesman, earned commissions totaling $30,579.00. In 1977, he earned commissions totaling $42,889.00. The Internal Revenue Service computed Callery's taxable income for 1976 as $29,837.00, and for 1977 as $28,872.00.

On August 2, 1979 , Callery appeared with an attorney at a local office of the Internal Revenue Service. At that time he was questioned by Special Agent Fields. Callery, in reference to numerous questions on his filing history, refused to answer based on the Fifth Amendment. Callery did reply that "I just financially wasn't able to pay [file]," when asked by Agent Fields why he did not file for the years 1975, 1976, 1977, and 1978. Also, Callery said "[t]wo of those years I made enough money, but I was far in the hole from previous years, I wasn't able to pay, so I didn't file."

Callery, if called to testify, would have stated that he believed that if he filed income tax returns, he would be alerting the IRS to his past conduct. He believed by revealing this to the IRS he would be criminally prosecuted. Therefore, he refused to file returns for 1976 and 1977 and asserted his Fifth Amendment right not to incriminate himself for past crimes. He believed that the Fifth Amendment shielded him from prosection for failing to file tax returns.

The district court entered judgment against Callery finding him guilty on both counts. We affirm.

II ANALYSIS

A. Sufficiency of Evidence of Willfulness

The first question we address is whether there was sufficient evidence of willfulness to uphold Callery's conviction for willful failure to file a tax return pursuant to 26 U.S.C. §7203. The standard of review, where a defendant claims his conviction was based upon insufficient evidence, is that evidence is sufficient if, viewed in the light most favorable to the government, any rational trier of fact could have found the essential elements of the crime beyond a reasonable doubt. United States v. Terry, 760 F.2d 939, 941 (9th Cir. 1985).

We have little difficulty concluding that hte government proved beyond a reasonable doubt that Callery acted willfully. Willfulness requires a showing of a specific wrongful intent to avoid a known legal duty. United States v. Pomponio, 429 U.S. 10, 12 (1976), United States v. Conforte [80-1 USTC ¶9417], 624 F.2d 869, 875 (9th Cir.), cert. denied, 449 U.S. 1012 (1980). The stipulated evidence demonstrated that Callery had filed joint returns from 1946 to 1960, thus indicating an awareness of his legal obligation to file. United States v. Buras [81-1 USTC ¶9126], 633 F.2d 1356, 1359 (9th Cir. 1980). Failing to file returns for the two years in question was, therefore, an attempt by Callery to avoid a legal duty, of which he was aware. We find that Callery acted willfully.

B. Good Faith Misunderstanding of the Law

The next question we address is whether Callery's claimed good faith misunderstanding of the law negates the element of willfulness. A failure to file an income tax return does not violate 26 U.S.C. §7203 if the failure resulted from a good faith misunderstanding of the law. Buras, 633 F.2d at 1359. Callery contends that he had two separate misunderstandings regarding the law: (1) That if a taxpayer does not have sufficient funds to pay his taxes, he is not required to file the tax returns, and (2) that the Fifth Amendment permitted him to stop filing his income tax returns. These misunderstandings of the law, however, must be in good faith.

We will address Callery's first misunderstanding of the law--that if a taxpayer doesn't have sufficient funds to pay his taxes, he doesn't have to file a tax return. 1 As evidence of this misunderstanding, Callery points to his statements "I just financially wasn't able to [file]" and "[t]wo of those years I made enough money, but I was far in the hole from previous years, I wasn't able to pay, so I didn't file." (emphasis added). While these statements may evidence insufficient funds to pay his taxes, they do not indicate a belief by Callery that insufficient funds relieve a taxpayer of his duty to file a tax return. In fact, these statements indicate that he failed to file because he couldn't afford to do so, not because he believed, however, erroneously, that he didn't have to do so. Based on this plain reading of the stipulated evidence, the district court was entitled to find that there was no good faith misunderstanding of the law by Callery.

Callery's other misunderstanding of the law--that the Fifth Amendment permitted him to stop filing his tax returns 2--is equally unpersuasive. The general rule is quite clear. The privilege against self-incrimination cannot excuse complete failure to file an income tax return. United States v. Sullivan [1 USTC ¶236], 274 U.S. 259, 263-64 (1927); Garner v. United States [76-1 USTC ¶9301], 424 U.S. 648 (1976); United States v. Wolters [81-2 USTC ¶9679], 656 F.2d 523, 524 (9th Cir. 1981); United States v. Neff [80-1 USTC ¶9397], 615 F.2d 1235, 1238 (9th Cir.), cert. denied, 447 U.S. 925 (1980). However, as Callery argues, even an invalidly asserted claim of the Fifth Amendment privilege may negate the element of willfulness necessary for a conviction under 26 U.S.C. §7203, if asserted in good faith. The Supreme Court, in Garner, stated; "Because ¶7203 proscribes 'willful' failures to make returns, a taxpayer is not at peril for every erroneous claim of privilege. The Government recognizes that a defendant could not properly be convicted for an erroneous claim of privilege asserted in good faith." 424 U.S. at 663 n.18 (emphasis added). This court has held that ". . . a defendant's assertion of even an invalid Fifth Amendment claim in 'good faith' would defeat the section 7203 requirement that a failure to file income tax returns be 'willful.' Someone who thinks he is complying with the law cannot be said to be 'willfully' violating it." United States v. Carlson [80-1 USTC ¶9299], 617 F.2d 518, 523 (9th Cir.), cert. denied, 449 U.S. 1010 (1980) (emphasis added). Therefore, the question is whether Callery made this claim in good faith. The district court rejected the evidence of this good faith defense for two reasons. "First, the evidence also includes the dialogue between defendant [Callery] and Agent Fields on August 2, 1979 . When asked directly why he didn't file for the years in question, he did not mention the privilege--to which he did refer elsewhere in the conversation--but simply said he didn't have the money. Second, a belief that a privilege protecting failure to file under these circumstances could not have been reasonable." (Except of Record at 44-45).

The district court's determination as to good faith was a finding of fact that may not be set aside unless clearly erroneous. United States v. McConney, 728 F.2d 1195, 1203 (9th Cir.) (en banc), cert. denied, 105 S.Ct. 101 (1984). We cannot say that the district court's conclusion that Callery failed to assert the privilege in good faith was clearly erroneous.

C. Valid Assertion of Fifth Amendment Privilege

The final issue we address is whether Callery validly exercised his Fifth Amendment privilege against self-incrimination, thereby barring his prosecution under 26 U.S.C. §7203. As we stated above, the general rule is that this privilege cannot excuse complete failure to file a tax return. Sullivan, 274 U.S. at 263-64. There is an exception to this rule. It involves the special "gambling tax" returns examined in Marchetti v. United States [68-1 USTC ¶15,800], 390 U.S. 39 (1968), and Grosso v. United States, 390 U.S. 62 (1968). The concept underlying those decisions was that disclosures made on those returns tended to incriminate because of the pervasive criminal regulation of gambling activities. Also, this court has held that the Sullivan rule is capable of modification by reason of "peculiar circumstances" relative to incrimination. Wolters, 656 F.2d at 525.

Obviously, this case has nothing to do with the gambler tax and we do not accept Callery's invitation to extend that exception to this case by analogy. Moreover, we do not find that this case involves any peculiar circumstances relative to incrimination. The requirement of filing an annual income tax return is primarily designed to facilitate revenue collection, not criminal prosecution, and, for such reason, failure to file any return at all has never been protected by a taxpayer's privilege against self-incrimination. Carlson, 617 F.2d at 523. Therefore, the Sullivan rule applies to this case and Callery may not use the Fifth Amendment privilege against self-incrimination to excuse his complete failure to file a tax return.

AFFIRMED.

1 The government contends that this issue is raised for the first time on appeal and therefore should not be reviewed by this court. While it is true that the district court did not address this issue directly, we nonetheless exercise our discretion and will review the issue. In re Howell, 731 F.2d 624, 627 (9th Cir.), cert. denied, 105 S.Ct. 330 (1984).

2 Callery's use of this defense is further evidence of the lack of a good faith misunderstanding of the law in his first defense. The two are mutually exclusive. If Callery, in good faith, believed that he didn't have to file a return if he didn't have sufficient funds, then he couldn't, at the same time, have believed that Fifth Amendment protection against self-incrimination was necessary.

 

 

[81-2 USTC ¶9712] United States of America , Plaintiff-Appellee v. Augustine A. Gallo, Defendant-Appellent

(CA-9), U. S. Court of Appeals, 9th Circuit, No. 80-1775, 659 F2d 110, 10/13/81, Affirming an unreported District Court decision

[U. S. Constitution and Code Secs. 7201 and 7203]

Criminal penalties: Gambling activities: Tax evasion: Search and seizure: Willfulness.--A bookmaker's conviction of wagering excise tax evasion and of the failure to file a return stemming from illegal gambling activities was affirmed. The lengthy master affidavit more than adequately established probable cause that the defendant was engaged in criminal activity, i. e., taking illegal bets. The IRS agents' answering of telephone calls from bettors while in the defendant's office pursuant to a search warrant did not violate his constitutional rights. The calls were a part of the bookmaking operation and within the scope of the general language of the warrant. Also, evidence that the defendant was paid in cash and that his records were either inadequate or misleading contradicted contentions that he was ignorant of the law.

Before GOODWIN and NELSON, Circuit Judges, and PRICE *, District Judge.

Rimantas A. Rukstele, Leland E. Lufty, Assistant United States Attorneys, Las Vegas, Nev. 89101, for plaintiff-appellee. William B. Terry, Goodman, Oshins, Brown & Singer, 520 South 4th St., Las Vegas, Nev., for defendant-appellant.

PRICE, District Judge:

The Defendant/Appellant Gallo was convicted of four counts of attempting to evade or defeat wagering excise taxes (26 U. S. C. §7201), and one count of failure of file return and pay wagering occupational tax (26 U. S. C. §7203).

Defendant became the object of an intensive investigation by the Criminal Investigation Division of the Internal Revenue Service (IRS) in October, 1978. Although he was not duly licensed as such in the State of Nevada , Gallo was suspected of bookmaking and failing to comply with the Federal registration requirements and to pay the taxes imposed upon such activity by the United States government. 1

Investigation of Gallo commenced on approximately October 1, 1978 , and continued through the early part of December, 1978. Investigation not only consisted of personal surveillance of Gallo by various agents of the IRS, but also undercover agents were utilized to make direct contact with Gallo and to actually place bets with Gallo. Further, a search of IRS records failed to indicate that Gallo had ever filed a formal Form 11-C (Special Tax Return and Application for Registry-Wager) for the period July 1, 1977 to December 8, 1978 .

At the conclusion of the investigation, a search warrant was sought based upon a master affidavit recounting the investigatory activities in great detail. The master affidavit consists of forty-one (41) legal size pages. The search warrant was issued pursuant to this master affidavit and was executed on December 18, 1978 .

As a result of the search pursuant to the search warrant, substantial quantities of evidence indicating defendant's bookmaking activities were seized. In addition, the searching agents answered the telephone situated in the bookmaking office being searched approximately twelve (12) times during the course of their activities. On a substantial number of these occasions, the caller was a bettor desiring to place a bet with Gallo.

Prior to his indictment, Gallo filed a motion in district court for the return of his property seized during the raid. His motion was denied by minute order.

After his indictment and arrest, the motion was renewed in the form of a motion to suppress evidence. On this occasion, Gallo also attacked the evidence produced by the agents answering the telephone during the raid. Again the matter was decided adversely to Gallo. The district court filed a memorandum decision and order.

At his trial, where all of the evidence to which he had previously objected was introduced, Gallo admitted his bookmaking activities but claimed ignorance of the law. He was convicted of four counts of attempting to evade or defeat wagering excise tax, and one count of failure to file return and pay wagering occupational tax. He appeals that conviction.

Gallo raises three issues on appeal:

I. Whether the master affidavit established probable cause to believe the defendant was involved in criminal activity;

II. Whether the agents' interception of telephone calls during the search pursuant to the search warrant violated Gallo's constitutional rights; and

III. Whether the government sustained its burden of proof as to the issue of willfulness.

I

Whether the Master Affidavit Established Probable Cause to Believe Defendant was Involved in Criminal Activity.

Gallo's main argument in his attack upon the sufficiency of the affidavit is that nowhere is it alleged that he charged or received "vigorish" or "juice" on the bets he accepted.

Vigorish: 1. A charge taken (as by a bookie or gambling house) on bets; also: te degree of such a charge.

Webster's New Collegiate Dictionary (1973).

Gallo expands this argument to assert quite properly that the activity proscribed by the statute does not encompass taking bets "among friends," and is only aimed at the commercial bookmaker. See George v. United States , 346 F. 2d 137 (9th Cir. 1965).

Gallo's contentions are correct as to what constitute the elements of the crime of bookmaking, but overlooks the issue with which we concern ourselves, i. e., did the affidavit show probable cause to believe that criminal activity by Gallo was being carried on by him in the premises described in the search warrant.

One only need compare the affidavit found in Spinelli v. United States, 393 U. S. 410, 89 S. Ct. 584, 21 L. Ed. 2d 637 (1969) 3 with the instant master affidavit to recognize immediately that the affidavit in the instant case more than adequately establishes probable cause to believe that federal criminal activity is being engaged in by the person or persons against whom the sought after search warrant is directed.

The search warrant in the instant case was issued by the magistrate after being presented with a "master" affidavit consisting of forty-one (41) legal size pages which set forth in great detail the following facts:

1. The extensive prior experience of the case agent directing the investigation;

2. The mode of operations normally engaged in by bookmakers;

3. The "language" of the professional bookmaker;

4. The prior experience and reliability of the undercover agent used in the investigation;

5. The observations of the undercover agent which consisted of:

(a) The defendant paying several individuals in cash;

(b) The defendant personally clearing a customer who had telephoned the betting parlor;

(c) The defendant instructing callers as to where the caller might pick up his money;

(d) The defendant accepting payoff after consulting his records;

(e) The defendant delivering the betting "line" to several persons who requested it;

(f) The bartenders at Sal Gusso's Bar (a place which the defendant habitually used for his contacts with customers) attempting to place bets and accepting money for delivery to the defendant;

(g) The defendant's acceptance of bets from the undercover agent and the defendant's instructions as to how to place future bets by telephone, including the number to use;

(h) The undercover agent's placing of bets with persons who answered the telephone when the undercover agent placed calls to the numbers furnished to him by the defendant;

(i) The defendant obtaining sports line information from the board at legal betting parlors.

Clearly, the Magistrate had probable cause to issue the search warrant in question. See United States v. Besase, 521 F. 2d 1306 (6th Cir. 1975); United States v. McNally [73-1 USTC ¶9322], 473 F. 2d 934 (3rd Cir. 1973); United States v. Berry, 463 F. 2d 1278 (D. C. Cir. 1972).

II

Whether the Agents' Interception of Telehone Calls During the Search Pursuant to the Search Warrant Violated Gallo's Constitutional Rights.

As previously indicated, the searching agents answered the telephone on numerous occasions during the search. In many instances the caller was a prospective bettor who desired to place a bet with the defendant's "book."

Gallo argues that the search warrant did not authorize this particular seizure, and that in order to answer the phone that matter should have been included within the description of the items to be "seized" pursuant to the search warrant.

The government argues that this argument is mooted because Gallo's counsel in his opening statement admitted that he was a bookmaker.

Gallo counters with the claim that this decision re trial tactics was dictated by the failure of the court to suppress the evidence seized pursuant to the search warrant, including the telephone conversation.

Gallo's contention that the search warrant did not authorize "seizure" of incoming telephone calls was answered in United States v. Fuller, 441 F. 2d 755 (4th Cir. 1971) cert. denied, 404 U. S. 830, 92 S. Ct. 73, 30 L. Ed. 2d 59 (1971). At page 760, the Fuller court stated:

In this case, the warrant authorized searching for and seizing "bookmaking records and wagering paraphernalia consisting of, but not limited to accounting sheets, rundown sheets, betting slips, recap sheets, sports information papers, miscellaneous line notations, line sheets, books of account, checks, money orders, and United States Currency * * *." The description is necessarily general and clearly contemplates that material relating to gambling activity but not precisely described might be seized. The intent to the generalized description is clearly to permit the seizure of any items directly related to the appellants' booking operation. The telephone calls answered by the agents were clearly a part of appellants' booking operation and, therefore, we think within the scope of the general language of the warrant.

In United States v. Beusch, 596 F. 2d 871, 877 (9th Cir. 1979), it appeared that during the execution of the search warrant the agents seized certain ledgers which contained records properly described in the warrant as being the object of the search. The ledgers also contained other incriminating evidence not described in the search warrant. Defendants objected to the seizure of the material that was not specifically described. The Ninth Circuit panel dismissed the defendant's objections, stating:

As long as an item appears, at the time of the search, to contain evidence reasonably related to the purposes of the search, there is no reason--absent some other Fourth Amendment violation--to suppress it. Warden v. Hayden, 387 U. S. 294, 307, 87 S. Ct. 1642 [1650], 18 L. Ed. 2d 782 (1967). The fact that an item seized happens to contain other incriminating information not covered by the terms of the warrant does not compel its suppression, either in whole or in part.

Admittedly, an incoming telephone call cannot "appear" to contain relevant evidence until it is received. However, logic compels the conclusion that the telephone is a highly necessary accessory to the business of bookmaking. Incoming telephone calls were the source of many of the betting slips described in the warrant, as well as the other records of betting transactions.

We now consider whether the "seizure" of the telephone calls constituted "other Fourth Amendment violations."

The prior authority of the circuit on the legality of intercepting telephone calls is Seeber v. United States, 329 F. 2d 572 (9th Cir. 1964). Seeber, of course, was decided prior to Title III of the Omnibus Crime Control and Safe Streets Act of 1968, Title 18, U. S. C. §§ 2510-2520. Because of this, Gallo argues that its precedential value is destroyed, and this circuit should re-examine the holding in Seeber that a law enforcement officer who answers a ringing telephone while lawfully on the premises did not lawfully "intercept" the message under the then existing law.

In United States v. Campagnuolo, 592 F. 2d 852 (5th Cir. 1979), a panel of the Fifth Circuit considered this precise point at length. There the agents were on the premises pursuant to a search warrant, reconnected a previously disconnected telephone and proceeded to answer forty-two (42) calls. The trial judge below had specifically held that such conduct violated Title III of the Omnibus Crime Control and Safe Streets Act of 1968, and excluded the evidence on that and other grounds.

The Court of Appeals carefully reviewed all of the existing federal and state authority on the subject, including cases that predated the aforesaid Title III. The Campagnuolo court clearly held, and we agree, that Congress intended to reaffirm the result of prior cases making admissible communications to which a police officer is a part. Hence, we reject Gallo's contentions in this regard; there being neither an unlawful "seizure" of the telephone calls nor other Fourth Amendment violations.

Since the evidence which was obtained from the intercepted telephone calls was properly before the jury, we need not further consider Gallo's complaint that but for that particular evidence, he would have not conceded at trial that he was engaged in bookmaking. It should be noted that there was considerable other evidence of the nature of Gallo's activities which would have supported the jury's verdict.

III

Whether the Government Sustained Its Burden of Proof As to the Issue of Willfulness.

We analyze defendant's last contention in the light of Spies v. United States [43-1 USTC ¶9243], 317 U. S. 492, 63 S. Ct. 364, 87 L. Ed. 418 (1942). Spies, supra, illustrates various types of evidence that might support a finding of willfulness in the context of the Internal Revenue statutes which require voluntary filing of income tax returns, and the payment of any tas due thereon. In Spies, the court observed:

Congress did not define or limit the methods of which a willful attempt to defeat and evade might be accomplished and perhaps did not define lest its effort to do so result in some unexpected limitation. Nor would we by definition constrict the scope of the congressional provision that it may be accomplished "in any manner." By way of illustration, and not by way of limitation, we would think affirmative willful attempt may be inferred from conduct such as keeping a double set of books, making false entries or alterations, or false invoices or documents, destruction of books or records, concealment of assets or covering up sources of income, handling of one's affairs to avoid making records usual in transactions of the kind, and any conduct, the likely effect of which would be to mislead or to conceal. If the tax evasion motive plays any part in such conduct the offense may be made out even though the conduct may also serve other purposes such as concealment of other crime.

In this case there are several items of evidence, apart from the default in filing the return and paying the tax, which the Government claims will support an inference of willful attempt to avade or defeat the tax. These go to establish that petitioner insisted that certain income be paid to him in cash, transferred it to his own bank by armored car, deposited it, not in his own name but in the names of others of his family, and kept inadequate and misleading records. Petitioner claims other motives animated him in these matters. We intimate no opinion. Such inferences are for the jury.

Spies v. United States [43-1 USTC ¶9243], 317 U. S. 499, 500, 63 S. Ct. 364, 368, 87 L. Ed. 418, 423 (1942).

We transpose that analysis to the instant case. In doing so, we note the evidence established that:

1. Gallo is engaged in illegal activity in the State of Nevada .

2. All records that Gallo did keep were kept in code.

3. In the short period of time involved in the surveillance, Gallo operated out of three different locations.

4. Gallo listed the telephones in question under a fictitious name.

5. Within the relatively short time in question, Gallo moved the phones from one location to another.

6. Unlike legitimate, licensed bookmakers in the Las Vegas area, Gallo did not give his customers receipts for bets placed with him.

7. Gallo not only kept his own records in code, he required his customers when calling in their bets to use codes for both their names and numbers.

8. Callo operated only on a cash basis.

In summary, Gallo's operation was practically a text book model of how a surreptitious bookmaking operation should be conducted.

Accordingly, we affirm the defendant's conviction.

* Honorable Edward Dean Price, United States District Judge for the Eastern District of California, sitting by designation.

1 Although bookmaking is legal in the State of Nevada , the state imposes a registration requirement. It was ascertained at the beginning of the investigation that Gallo had not registered as a bookmaker in the State of Nevada . See Nevada Revised Statutes, §463.160(1)(c).

2 In Spinelli, the affidavit in support of the search warrant was found to be insufficient. It consisted of seventeen (17) paragraphs, which described a surveillance that lasted ten (10) days. It also contained a "tip" from an alleged confidential informant that Spinelli, allegedly a known bookmaker, was engaged in bookmaking at the location which Spinelli was observed entering on several occasions. Unlike the instant case, it did not concern a single incident wherein Spinelli was actually observed or overheard plying his illegal trade. The deficiencies of the Spinelli affidavit were characterized by the court thusly:

When we look to the other parts of the application, however, we find nothing alleged which would permit the suspicions engendered by the informant's report to ripen into a judgment that a crime was probably being committed.

United States v. Spinelli, 393 U. S. 410, 418, 89 S. Ct. 584, 590, 21 L. Ed. 2d 637, 645 (1969).

 

 

[57-2 USTC ¶9997]Arold H. Ripperger, Appellant v. United States of America , Appellee

(CA-4), U. S. Court of Appeals, 4th Circuit, No. 7448, 248 F2d 944, 10/21/57, Affirming unreported District Court decision

[1939 Code Sec. 145(a)--similar to 1954 Code Sec. 7203]

Lawyer: Criminal prosecution: Unreasonable defense.--Judge was justified in not accepting explanation of lawyer that he did not know that the law required by filing of returns if he did not have the money to pay the tax.

R. Carleton Sharretts, Jr., for appellant. Leon H. A. Pierson, United States Attorney, for appellee.

Before PARKER, Chief Judge, HAYNSWORTH, Circuit Judge, and THOMPSON, District Judge.

PER CURIAM:

This is an appeal from a conviction and sentence for failure to file income tax returns for the years 1953 and 1954. Appellant is a lawyer who had filed returns for other persons and for himself for certain years prior to the years in question. His defense is that he did not have the money to pay the income taxes due for these years and thought that he was not required to file returns when he did not have the money to pay the taxes due by him. The case was heard without a jury by the District Judge, who found that the failure of appellant to file the returns was "voluntary, purposeful, deliberate and intentional, and not accidental, inadvertent or negligent." He further found that appellant "knew that the returns ought to have been filed and that he deliberately failed to file them so that the government would not know the extent of his income and of his tax liability." With respect to intent to evade the payment of taxes, the judge made the following finding:

"I do not think it is necessary for the government to prove in a case under 145(a) or 7203 that the defendant intended or attempted to evade the payment of taxes indefinitely or at all; but if the government did have such a burden I find that it was met in this case.

"That is a natural inference from the evidence in this case, and no other motive or purpose has been suggested."

The evidence amply sustained these findings by the judge. Appellant had a gross income of more than $7,500 for the year 1953 and of more than $8,000 for the year 1954. His tax liability on income not reported as a result of failure to file returns was $932.42 for 1953 and $862.48 for 1954. * He was a lawyer 35 years of age who had been filing tax returns for others and must have known of the duty resting upon those with an income such as his to file tax returns. His explanation that he did not know that the law required the filing of returns when he did not have the money to pay the tax is so unreasonable that the judge was thoroughly justified in not accepting it. As we pointed out in the case of Yarborough v. United States 4 Cir. 230 Fed. (2d) 56, 61 [56-1 USTC ¶9295], "ignorance of a duty imposed by law may negative wilfulness in failure to perform the duty." Whether such wilfulness was negatived here was a question of fact for the trial judge, who heard the testimony in the case, including that of appellant, and concluded that not only wilfulness in the failure to file the return but also an intent to evade taxes had been established. The judge's statement at the time of conviction and sentence shows that he was applying the principles of law properly applicable in the case. Yarborough v. United States, supra; Haskell v. United States 10 Cir. 241 Fed. (2d) 790 [57-1 USTC ¶9553]; United States v. Murdock 290 U. S. 389 [3 USTC ¶1194]; Spies v. United States 317 U. S. 492 [43-1 USTC ¶9243].

Affirmed.

* A small amount had been withheld from salary which he had earned during these years as organist at a church and had been paid by the employer.

 

 

[56-1 USTC ¶9295]David V. Yarborough, Appellant v. United States of America , Appellee

(CA-4), In the United States Court of Appeals for the Fourth Circuit, No. 7050, 230 F2d 56, February 14, 1956

Appeal from the United States District Court for the District of Maryland, at Baltimore.

[1939 Code Secs. 145(a) and 2707(b)--substantially similar to 1954 Code Secs. 7201-7203]

Criminal prosecution: Failure to make returns: Income taxes: Wage withholding: FICA taxes: Jurisdiction: Filing district.--Taxpayer was indicted under 1939 Code Secs. 145(a) and 2707(b) for willful failure to make income tax returns, returns of income tax withheld on wages and returns of FICA taxes. Although the defaults occurred in Washington , D. C., it was held that, for jurisdictional purposes, the offenses were committed in the Collection District of Maryland where the returns were required by law to be filed. Motion to transfer case was properly overruled.
[1939 Code Secs. 145(a) and 2707(b)--substantially similar to 1954 Code Secs. 7201-7203]

Criminal prosecution: Failure to make returns: Errors assigned at trial and conviction.--Taxpayer was tried and convicted of charges under 1939 Code Secs. 145(a) and 2707(b) for willfully failing to make income tax returns, returns of income tax withheld on wages and returns of FICA taxes. The following assignments of alleged errors in the trial and conviction of taxpayer were overruled: (1) that the trial court improperly ruled that willful failure to file returns as to income withholding and social security taxes constituted a crime, (2) that the trial court improperly charged the jury with respect to the element of willfulness and reasonable doubt, (3) that the court refused to charge the jury on the question of compromise, (4) that the court refused to charge the jury that ignorance of the law would be a defense to the charges contained in the indictment, (5) that the court did not make inquiry of the jurors as to their religious affiliations, (6) that the court refused to order a mistrial on account of an opening statement to the jury by the prosecuting attorney, and (7) that an improper method of impeachment was allowed.

Albert J. Ahern, Jr., James J. Laughlin for appellant. James H. Langrall, Assistant United States Attorney, George Cochran Doub, United States Attorney, for appellee.

Before PARKER, Chief Judge, and SOPER and DOBIE, Circuit Judges.

PARKER, Chief Judge:

This is an appeal in a criminal case [54-2 USTC ¶9585] in which appellant was convicted under all fourteen counts of an indictment, the first two of which charged wilful failure to file income tax returns for the years 1949 and 1950 and the remainder charged wilful failure to file returns of income taxes withheld from the wages of employees and social security taxes due with respect to their wages for the six quarterly periods embracing the year 1950 and the first half of the year 1951. Appellant was operating a restaurant in Washington City , and the evidence shows without contradiction that his receipts for each of the years in question were in excess of $72,000 and adjusted gross income was in excess of $12,000 for one of the years and in excess of $8,000 for the other. He had a number of employees from whose wages he made deductions on account of income and social security taxes, the deductions so made together with his share of the social security taxes due amounting to more than $600 per quarter for each of the quarters. He admits the receipt of income and the liability with respect to the income withholding and social security taxes and also the failure to file returns; and for this failure no excuse is offered except that he did not have the money to pay the taxes due on the returns. Four principal questions are raised by the appeal, viz.: (1) whether the District Court for the District of Maryland had jurisdiction of the cause; (2) whether wilful failure to file returns as to income withholding and social security taxes constituted a crime; (3) whether the law was correctly charged with respect to the element of wilfulness and reasonable doubt; and (4) whether there was error in refusing to charge the jury on the question of compromise.

[Jurisdiction]

On the first question, we think there can be no doubt as to the jurisdiction of the court. Whatever may be said as to the desirability of prosecuting in the District of Columbia violations of the income tax law by residents of the District, there can be no question but that, since the District of Columbia has been established by law as a part of the Revenue Collection District of Maryland, income tax returns must be filed with the Collector at Baltimore. The same is true as to returns required of social security and income withholding taxes. See Treasury Regulations 116 secs. 402.606 and 405.601. And it is well settled that failure to file such returns at Baltimore , where they are required to be filed, constitutes an offense within the District of Maryland. Bowles v. United States , 4 Cir. 73 Fed. (2d) 772 [1934 CCH ¶9546], cert. den. 294 U. S. 710; Reass v. United States , 4 Cir. 99 Fed. (2d) 752, 754; Beaty v. United States , 4 Cir. 213 Fed. (2d) 712, 715 [54-2 USTC ¶9466]; United States v. Warring, 121 Fed. Supp. 546, 549 [54-2 USTC ¶9433], aff. [on another issue] 4 Cir. 222 Fed. (2d) 906 [55-1 USTC ¶9473], cert. den. 350 U. S. 861. In the case of Bowles v. United States , supra, this court, speaking through the late Judge Northcott, after giving the history of the incorporation of the District of Columbia in the Collection District of Maryland, said:

"The defendant being a resident of the District of Columbia , it became his duty to make his income tax return to the Collector at Baltimore , Md. , and failure to make such return constituted an offense within the District of Maryland. In United States v. Lombardo, 241 U. S. 73, 36 S. Ct. 508, 60 L. Ed. 897, it was held that a resident of the state of Washington was guilty of an offense in the city of Washington, District of Columbia, for failing to file with the Commissioner General of Immigration, in the District of Columbia, a statement in writing required by an Act of Congress. In Rumely v. McCarthy, 250 U. S. 283, 38 S. Ct. 483, 486, 63 L. Ed. 983, the court said:

`It is contended, indeed, that there was no probable cause to believe that the offense charged in the Washington indictment was committed within the District of Columbia, and this upon the ground that appellant was not personally present in the District at the time of the alleged offense, and that he was under no duty to make report there to the Alien Property Custodian. The commissioner, however, found as a matter of fact that the Custodian's office was in the District of Columbia , and as the finding was supported by competent evidence the District Court properly held that it was not reviewable on writ of habeas corpus. That being so, the duty imposed by the statute to make report to the Alien Property Custodian involved the duty to make such report in the District of Columbia, and failure to make it was an offense against the United States committed in that District. United States v. Lombardo, 241 U. S. 73, 76, 36 S. Ct. 508, 60 L. Ed. 897; New York C. & H. R. R. Co. v. United States , 166 Fed. 267, 269, 92 C. C. A. 331.'"

[Crime Charged as to Social Security Taxes]

On the second question, the contention of appellant is that no crime is charged in counts 3 to 14 of the indictment, since, according to his contention, there is no statute making criminal the failure to file returns of social security taxes or income taxes withheld from the wages of employees. There is no merit in this contention. The Federal Insurance Contributions Act of August 14, 1935, 49 Stat. 636, Internal Revenue Code of 1939, 26 U. S. C. 1400 et seq., levying "Social Security" taxes, in section 807(c) thereof, 26 U. S. C. 1430, incorporates by reference "all provisions of law, including penalties, applicable with respect to any tax imposed by section 2700" of 26 U. S. C. One of the provisions of law applicable with respect to any tax imposed by section 2700 is 2707, entitled "Penalties". Subsection (a) thereof prescribes a civil penalty and subsection (c) makes wilful evasion a felony. Subsection (b), under which counts 4, 6, 8, 10, 12 and 14 of the indictment are drawn, is a misdemeanor section and is as follows:

"(b) Any person required under this subchapter to pay any tax, or required by law or regulations made under authority thereof to make a return, keep any records, or supply any information, for the purposes of the computation, assessment, or collection of any tax imposed by this subchapter who wilfully fails to pay such tax, make such returns, keep such records, or supply such information, at the time or times required by law or regulations, shall, in addition to other penalties provided by law, be guilty of a misdemeanor and, upon conviction thereof, be fined not more than $10,000, or imprisoned for not more than one year, or both, together with the costs of prosecution."

Counts 3, 5, 7, 9, 11 and 13 of the indictment are also drawn under 26 U. S. C. 2707(b), which is made a part of the Federal Withholding Income Tax Act of June 9, 1943, 57 Stat. 126, 26 U. S. C. 1621 et seq., which by section 2(a) 26 U. S. C. 1657 incorporates by reference "all provisions of law, including penalties, applicable with respect to the tax imposed by section 1400". As we have seen, the penalty provisions of 26 U. S. C. 2700 are applicable with respect to the tax imposed by section 1400.

Incorporation of provisions of the internal revenue laws by reference in other sections of those laws is common practice. The provisions applicable to section 2700 have been adopted by reference not only in the sections above indicated but also in sections 2408, 2479, 3294(c) and 3449. As said by the Court of Appeals of the Ninth Circuit in Young v. United States, 9 Cir. 178 Fed. (2d) 78, 80, cert. den. 339 U. S. 913: "Incorporation of statutes by reference has been a common practice in federal legislation, and the adoption of an earlier statute by reference makes it as much a part of the later statute as though it had been incorporated at full length." Kendall v. United States, 12 Pet. 524, 625; In re Heath, 144 U. S. 92, 94; Panama R. R. Co. v. Johnson, 264 U. S. 375, 391-392; Engel v. Davenport, 271 U. S. 33, 38. It is argued that the intent of Congress in the referral sections was to adopt the civil but not the criminal penalties provided with respect to section 2700; but it is a sufficient answer that Congress made no such distinction but adopted all provisions of law, "including penalties" applicable with respect to the tax imposed by that section. Section 2707 was the statute imposing "penalties" with respect to that tax. It was entitled "Penalties"; and included criminal penalties as well as civil. The rule that criminal statutes are to be strictly construed, does not mean that they should be construed foolishly so as to defeat the manifest intention of Congress.

[Ignorance of Law as Defense]

Appellant complains because the judge refused to charge that ignorance of the law would constitute a defense to the charges contained in the indictment. It is a sufficient answer to this that there was no substantial evidence upon which to base such a charge. Appellant had filed income tax returns as late as 1943. He was doing a restaurant business with annual receipts of more than $72,000 per year and adjusted gross income of more than $8,000 per year. He was employing a number of persons in his business and deducting approximately $600 per quarter from their wages on account of social security taxes and income withholding taxes. He was filling out forms furnished by the Revenue Department showing the deductions from the wages of these employees and was furnishing the employees copies thereof. While he testifies that he did not know it was an offense not to file returns, he specifically admitted that he knew it was his duty to file income tax returns (Record 544) and does not deny that he knew it was his duty to file the others; and the only excuse he gives in either case for not doing so is that he did not have the money to pay the taxes and thought that the taxes must be paid when the returns were filed. This was a matter to be considered on the question of wilfulness in failing to file the returns; but appellant was given the full benefit of his contention with regard thereto in the judge's charge, where the jury was told:

"The defendant has testified that he thought it was necessary to pay the tax at the time he filed the return, and that he did not file the returns because he did not have the money to pay the tax. Of course, the tax was legally payable in full when the return was filed. But I instruct you that the fact that the defendant did not have sufficient cash to pay the tax, even if you find that to be a fact, is not a good legal reason for failure to file a return. You should, however, consider this testimony along with all the other testimony in the case in determining whether defendant's action in failing to file the returns was wilful."

This charge was given with respect to appellant's failure to file his personal income tax returns, but substantially the same charge was given with respect to failure to file the other returns.

Ignorance of the law is no defense to crime, except that, where wilfulness is an element of the crime, ignorance of a duty imposed by law may negative wilfulness in failure to perform the duty. See Hargrove v. United States , 5 Cir. 67 Fed. (2d) 820 [3 USTC ¶1192]; United States v. Murdock, 290 U. S. 389, 395-396 [3 USTC ¶1194]. Here there was no substantial basis in the evidence for appellant's contention that he did not know that it was his duty to file returns. The defense of lack of funds was certainly given all the weight to which it was entitled in the portion of the charge quoted, particularly in view of the fact that this had been preceded by an elaborate charge on the element of wilfulness, wherein the court said:

"To convict the defendant on that charge, the Government must convince you beyond a reasonable doubt of three things: First, that the defendant was required to file a return for 1949. That is, that his adjusted gross income was over $600. Defendant admits this--he admitted it in the opening statement and admitted it on the stand--and admits that he knew he was required to file a return. Second, that defendant did not file the return. Defendant admits this too. Third that defendant's failure to file the return was wilful. Now, defendant disputes this, so let us see what the word 'wilful' means.

"The word 'wilful' has a number of different meanings, depending upon the context in which it is used. As it is used in this subsection with which we are dealing here today, wilful means voluntary, purposeful, deliberate and intentional, as distinguished from accidental, inadvertent or negligent. The Government must prove beyond a reasonable doubt that defendant's failure to file the return was voluntary, purposeful, deliberate and intentional, and not accidental, inadvertent or negligent.

"The jury is instructed that this is a criminal proceeding and that the word 'wilful' when used in a criminal statute means an act done with a bad purpose, or one done without justifiable excuse, or one done stubbornly, or obstinately, perversely, with a bad motive.

"I instruct you that the only bad purpose or bad motive, which it is necessary for the Government to prove in this case is the deliberate intention not to file returns which the defendant knew ought to have been filed, so that the Government would not know the extent of the liability."

[Reasonable Doubt]

On the question of reasonable doubt, appellant requested the court to give the charge, usually given in circumstantial evidence cases, to the effect that if upon the whole evidence there is any reasonable hypothesis consistent with the innocence of defendant, it would be the duty of the jury to acquit. The judge did not give the charge as requested, but in his general charge gave full instructions as to the presumption of innocence and reasonable doubt. This was sufficient. It is ordinarily better practice for the trial judge not to give instructions in the partisan and extreme form in which they are not infrequently prepared by counsel but to cover the points raised by them in the judicial language of the general charge. That was done here and the appellant was given full benefit of the rule as to presumption of innocence and the requirement that guilt be established beyond a reasonable doubt. In this connection the court charged:

"Another rule applicable to criminal cases is that the defendants are entitled to the presumption of innocence. This presumption attends him throughout the trial, and the burden of overcoming this presumption rests upon the government, which must establish the defendant's guilt by evidence beyond a reasonable doubt.

"A reasonable doubt means a doubt founded upon reason. It does not mean a fanciful doubt, or a whimsical or capricious doubt, for anything relating to human affairs and depending upon human testimony is open to some possible or imaginery doubt. When all the evidence in the case, carefully analyzed, compared and weighed by you, produces in your minds a settled conviction or belief of a defendant's guilt, such a conviction as you would be willing to act upon in matters of the highest importance relating to your own affairs, when it leaves your minds in such a condition that you feel an abiding conviction amounting to a moral certainty of the truth of the charge, then, and in that event, you would be free from a reasonable doubt. Absolute or mathematical certainty is not required, but there must be such certainty as satisfies your reason and judgment, and upon which you feel conscientiously bound to act."

[Compromise as Bar]

The court correctly refused to charge the jury that appellant should be acquitted if he had made tax payments on promises or representations by revenue agents that this would bar criminal prosecution in his case. There is no evidence whatever of compliance with the compromise statute, in which Congress has laid down the conditions which must be met to compromise a case arising under the internal revenue laws, including authorization by the Commissioner of Internal Revenue with approval of the Secretary of the Treasury or the Undersecretary or an Assistant Secretary. 26 U. S. C. 3761. As said by the Supreme Court in Botany Worsted Mills v. United States, 278 U. S. 282, 288 [1 USTC ¶348]:

"Here the attempted settlement was made by subordinate officials in the Bureau of Internal Revenue. And although it may have been ratified by the Commissioner in making the additional assessment based thereon, it does not appear that it was assented to by the Secretary, or that the opinion of the Solicitor was filed in the Commissioner's office.

"We think that Congress intended by the statute to prescribe the exclusive method by which tax cases could be compromised, requiring therefor the concurrence of the Commissioner and the Secretary, and prescribing the formality with which, as a matter of public concern, it should be attested in the files of the Commissioner's office; and did not intend to intrust the final settlement of such matters to the informal action of subordinate officials in the Bureau. When a statute limits a thing to be done in a particular mode, it includes the negative of any other mode. Raleigh , etc. R. R. Co. v. Reid, 13 Wall. 269, 270; Scott v. Ford, 52 Ore. 288, 296."

Directly in point here is what was said by Judge Augustus N. Hand speaking for the Court of Appeals of the Second Circuit in United States v. Lustig, 2 Cir. 163 Fed. (2d) 85, 89 [47-2 USTC ¶9325], cert. den. 332 U. S. 775, a case involving prosecution for an income tax violation, in which defendants contended that prosecution was barred under this statute because of disclosures made to a revenue agent. Judge Hand said:

"The compromise statute affords no shield to one who has violated the tax laws unless there has actually been a compromise. See Botany Worsted Mills v. United States, 278 U. S. 282, 49 S. Ct. 129, 73 L. Ed. 379 [1 USTC ¶348]. It is not even claimed here that there was more than an offer to make a compromise. None of the formalities prescribed by the statute and treated by the Supreme Court as necessary to effect a compromise were observed. Botany Worsted Mills v. United States , supra, 278 U. S. at pages 288-289, 49 S. Ct. 129, 73 L. Ed. 379. There was no issue of fact for court or jury as to whether a contract of compromise had been made. Accordingly there is no merit in the defense of Immunity."

See also Cabin Creek Consol. Coal Co. v. United States, 4 Cir. 137 Fed. (2d) 948 [43-2 USTC ¶9590]; Brast v. Winding Gulf Colliery Co., 4 Cir. 94 Fed. (2d) 179 [38-1 USTC ¶9038]; and United States v. Goldberg, 123 Fed. Sup. 385, 387, modified on another point 225 Fed. (2d) 180. Cf. Rau v. United States , 2 Cir. 260 Fed. 131 and Willingham v. United States , 5 Cir. 208 Fed. 137, decided before the decision by the Supreme Court of Botany Worsted Mills v. United States , supra.

Appellant does not contend that there was compliance with this statute. His argument is that he was entitled to rely on statements made to him by the revenue agents with whom he was dealing. The answer is that the question here is not one of intent. The crime of wilfully failing to file returns had already been committed and appellant was liable for prosecution therefor unless prosecution was barred by the compromise statute. Prosecution was not barred because the conditions prescribed by the statute had not been complied with.

Appellant contends that he turned over his books and records to the revenue agents on promises and representations from them that he would not be prosecuted. They emphatically deny that any such promises were made to him and say that, before making any statement or furnishing any information, he was advised by them of his constitutional rights not to be required to give evidence against himself. It is clear that such promises if made would not exculpate him of the crime of which he was guilty. Whether they would render inadmissible against him the records which he furnished, we need not stop to inquire, for the judge decided this question in his favor, charging the jury with regard thereto as follows:

"If you find that any of the evidence was obtained by the Agents or either of them from the defendant by reason of any promise which the Agent made to the defendant that he would not be prosecuted if he turned over such evidence to the Agents, you should not consider that evidence. Defendant contends that he turned his books and some of his other records over to the Agents after Agent Knight made such a promise. Agent Knight and Deputy Collector Lewis both deny that any such promise was made."

[Other Alleged Errors]

Other contentions of appellant are so lacking in merit as to warrant only the briefest mention. He contends that the trial judge erred in not making inquiry of the jurors on the voir dire as to their religious affiliations. No matter of any religious significance whatever was involved in the case; and appellant does not show how he could have been prejudiced in any way by the refusal of the judge to make inquiry of the jurors as to a private matter of this sort. There is nothing to show that he belonged to any religious sect or was charged with a crime as to which any sect held views different from the rest of mankind, and the jurors were interrogated fully as to all matters which might show interest or bias on their part or could affect their fitness to serve as jurors in the cause. It is well settled that what questions shall be asked of jurors on the voir dire is a matter resting in the sound discretion of the trial judge; and there is nothing here to show that the discretion was in any way abused.

Complaint is made of refusal to withdraw a juror and order a mistrial, because the prosecuting attorney in his opening statement to the jury referred to the fact that appellant had not remitted the amounts withheld from the wages of employees, but it was clearly proper to prove this as one of the circumstances attending the commission of the crime charged and as bearing on the intent of appellant in failing to file returns. Complaint is also made because appellant was allowed to be questioned about claiming a marital deduction in his return for 1952 when he was not married to the woman with whom he was living; but this was competent by way of impeachment as well as for the bearing that it had on the question of intent in failing to file returns in prior years.

The case was fairly tried and we find no reversible error in any of the matters complained of.

Affirmed.

 

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