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Commissioner Of Income-Tax vs United General Trust Ltd. on 19 February, 1993

Subsequently the AO in the assessment made u/s 143(3) read with section 147 of the Act disallowed the proportionate management expenses as computed by him amounting to Rs.80,73,295/- The average rate of interest on the average loan @ 7.49% on identical ground and reasoning the income tax assessment for A.Yr.2000-01 was also reopened by the AO on 3rd December, 2003 relying on the decision of the Hon'ble Supreme Court in the case of CIT vs United General Trust Ltd. (supra). When this matter went before the ld. CIT(A) the ld. CIT(A) has given a finding that there was no material on record which in any manner that borrowed funds were utilised by the assessee for making investment in shares. Unless the nexus between the expenditure and the earning of the dividend from investment in shares were proved, disallowance on estimate basis cannot be made. The ld. CIT(A) quashed the re-assessment. On further appeal the Tribunal upheld the order of the CIT(A) vide its order dated 28th April, 2006. The assessee acquired shares of the wholly subsidiary company in the A.Yr.1998-99. Therefore there was no finding that the investment in the subsidiary was made out of the borrowed funds in A.Yr.1998-99 to A.Yr.2002-03 and also in A.Yr.2004-05. We noted that in A.Yr.2005-06 the AO has made similar disallowances which was deleted by the ld. CIT(A), against which the revenue has not filed any appeal. During the impugned year also we noted that the ld. CIT(A) has given a categorical finding that the investment in the subsidiary company was made in the financial year 1997-98 and thereafter no further investment was made by the assessee in the subsidiary company. It is not a case where the borrowed funds were utilized by the assessee for acquiring ITA No.221/Kol/2012& C.O.27/Kol/2012 4 DIC India Ltd.
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