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Helburn v. Ballard

Circuit Court of Appeals, Sixth Circuit
Apr 7, 1936
85 F.2d 613 (6th Cir. 1936)

Opinion

No. 6774.

April 7, 1936.

Appeal from the District Court of the United States for the Western District of Kentucky; Charles I. Dawson, Judge.

Suit by Sunshine H. Ballard against E.S. Helburn, individually and as Collector of Internal Revenue for the District of Kentucky. From a judgment of the District Court ( 9 F. Supp. 812) for plaintiff, defendant appeals.

Affirmed.

Claude Hudgins, Asst. U.S. Atty., of Louisville, Ky., for appellant.

Peter, Lee, Tabb, Krieger Heyburn, of Louisville, Ky., for appellee.

Before HICKS, SIMONS, and ALLEN, Circuit Judges.


It appearing that the Commissioner of Internal Revenue was unauthorized by section 302(b) of the Revenue Act of 1924, 43 Stat. 253, 304 ( 26 U.S.C.A. § 411 note) to include in the gross estate of the decedent, S. Thurston Ballard, any amount representing dower interest of appellee because, having taken under the will of the decedent, the appellee acquired no rights at the time of his death as dowress in his real estate, Perry v. Wilson, 183 Ky. 155, 162, 208 S.W. 776; Schuette v. Bowers, 40 F.2d 208, 211 (C.C.A.2); Randolph v. Craig, 267 F. 993, 996 (D.C.); see also Briscoe v. Craig, 32 F.2d 40 (C.C.A.6); and it appearing that the Commissioner was also unauthorized by section 302(g) of the same statute ( 43 Stat. 305 [ 26 U.S.C.A. § 411 note]) to include the proceeds of the nine insurance policies involved in this appeal in the decedent's gross estate because the interests of the beneficiaries of said policies were vested in them prior to his death and were in no way enlarged by reason thereof, Bingham v. U.S., 296 U.S. 211, 218, 56 S.Ct. 180, 80 L.Ed. 160; Industrial Trust Co. et al., Executors, v. U.S., 296 U.S. 220, 56 S.Ct. 182, 80 L.Ed. 191.

It is ordered and adjudged that the judgment of the District Court be, and the same is, affirmed.

Judgment of District Court affirmed.


Summaries of

Helburn v. Ballard

Circuit Court of Appeals, Sixth Circuit
Apr 7, 1936
85 F.2d 613 (6th Cir. 1936)
Case details for

Helburn v. Ballard

Case Details

Full title:HELBURN v. BALLARD

Court:Circuit Court of Appeals, Sixth Circuit

Date published: Apr 7, 1936

Citations

85 F.2d 613 (6th Cir. 1936)

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