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Commissioner Of Income Tax vs M/S Lakhani Marketing Inc on 3 December, 2010

1.3.2. I find that recently the Punjab and Haryana High Court in the case of CIT Vs. Lakhani Marketing (P&H High Court) on June 5th, 2014 has held that from the reading of s. 14A of the Act, it is clear that before 5 ITA No.5654/M/14 A.Y. 2011-12 making any disallowance the following conditions are to exist:- a) That there must be income taxable under the Act, and b) That this income must not form part of the total income under the Act, and c) That there must be an expenditure incurred by the assessee, and d) That the expenditure must have a relation to the income which does not form part of the total income under the Act. Therefore, unless and until, there is receipt of exempted income for the concerned assessment years (dividend from shares), s. 14A of the Act cannot be invoked (Hero Cycles 323 ITR 518 (P&H) and Winsome Textile 319 ITR 204 (P&H) followed).
Punjab-Haryana High Court Cites 4 - Cited by 182 - A K Mittal - Full Document

Commissioner Of I.Tax vs M/S. Delite Properties Pvt. Ltd on 4 June, 2014

1.3.3 Further in the case of CIT Vs. Delite Enterprises, the jurisdictional High Court on 25.06.2012 observed that the assessee, a partner in a firm, borrowed funds and advanced it to the firm on terms that the firm would pay interest if it made a profit. For one year, the firm paid interest which was offered as income by the assessee while for the second year it did not pay interest as it made a loss. The assesse claimed the interest paid on the borrowings as a deduction u/s.36(1)(iii). The AO disallowed the claim on the ground that as the borrowings had been invested in the firm and the income 6 ITA No.5654/M/14 A.Y. 2011-12 from the firm was exempt u/s.10(2A), the interest expenditure was not allowable u/s.14A. This was reversed by the CIT(A). On appeal, the Tribunal upheld the CIT(A) on the ground that as there was no exemption claimed u/s.10(2A) by the assessee and there was no tax free income, s. 14A could not apply. The department filed an appeal in the High Court in which it argued that as the profits derived by the assessee from the firm was exempt u/s.10(2A), the interest on the borrowed funds used to invest in the firm was disallowable u/s.14A. The Hon'ble Court held that while dismissing the appeal of the revenue that in so far as Question (A) is concerned, on facts we find that there is no (tax-free) profit for the relevant assessment year. Hence the question as framed would not arise.
Calcutta High Court Cites 0 - Cited by 23 - A K Mishra - Full Document

Commissioner Of Income Tax, Hyderabad vs M/S. Motor And General Stores (P.) Ltd on 2 May, 1967

1.3.5 I find that in February 2008, the appellant had acquired 100% ownership (10000 shares) of a company M/s. Marino Shelters Pvt. Ltd., by investing an amount of Rs.55,12,50,000/-. The investment was by way of expansion of the appellant's business. There is no question of selling or dealing in these share. The investment was a strategic investment in 100% subsidiary and there was no question of cost of maintaining the portfolio or any other cost in the relevant year as contemplated u/s.8D(2)(iii). Such cost has to be taken as Nil. Without prejudice to this, a combined reading of the cases as cited supra revealed that the law as laid down by the Delhi Special Bench of Tribunal in the Cheminvest is not a correct law, thus the appellant having no exempt income in the year under consideration, no disallowance can be made u/s.14A. The Ld. AO is thus directed to delete the addition, these grounds of appeal are accordingly allowed.
Supreme Court of India Cites 10 - Cited by 171 - V Ramaswami - Full Document
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