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S. A. Builders Ltd. .. Petitioner vs Commissioner Of Income Tax (Appeals) ... on 14 December, 2006

A.Y. 2006-07 & 2007-08 expenditure whether the exempted income is received in a particular year or not it was concluded as of being of no consequence so long as the investment has been made in assets from which income is exempted and the expenditure has been incurred in earning such exempted income in a particular year. Considering the provisions of S.36(1)(iii) of the Act in the context of the judgement of the P&H High Court in the case of Abhishek Industries Ltd. (288 ITR 1); and S.A.Builders Ltd. vs CIT (269 ITR 535) of the Apex Court he was of the view that even if there is a nexus of borrowed funds that the funds advanced interest free the measure of commercial expediency has to be necessarily looked into before making disallowance of interest on borrowed funds.
Supreme Court of India Cites 12 - Cited by 1104 - M Katju - Full Document

Dcit vs S.G. Investments And Industries Ltd. on 29 May, 2003

A.Y. 2006-07 & 2007-08 non-exempted income then it is for the assessee to prove that the expenditure incurred by him was in relation to non-exempted income as it is the assessee which was claiming deduction. This is so because all material facts are in his special and exclusive knowledge. Accordingly in the circumstances it is for the assessee to prove that the expenditure incurred by the assessee was in relation to non-exempted income relying upon ITAT Kolkata Bench in the case of DCIT vs. S.G.Investments & Industries Ltd. (89 ITD 44). He was of the view that the expression "in relation to" means to bring into association or connection with. This term is equivalent to "concerning with" or "pertaining to". The term "in relation to" has broader meaning then the word "for the purpose of earning income" as used in Sec.57 (iii) of the Act. Thus holding that the amount of investment of Rs.5,81,58,214/- with M/s Lakhani India Ltd., is more than the sum total of source of funds of Rs.4,98,64,453/-. It was clear that the assessee would not have to pay any interest if there was no investment with the sister concern. As such interest of Rs.19,32,077/- was disallowed.
Income Tax Appellate Tribunal - Kolkata Cites 45 - Cited by 76 - Full Document

Munjal Sales Corporation vs Commissioner Of Income Tax,Ludhiana & ... on 19 February, 2008

Referring to the judgement of the Apex Court in the case of Munjal Sales Corporation vs CIT 298 ITR 298 he was of the view that establishment of nexus of borrowed funds with the funds advanced interest free or invested in assets generating income which does not form total income was and remained the condition precedent to disallowance of interest on borrowed funds and the question of examining commercial expediency is a subsequent matter to be decided in terms of the judgement rendered in the case of S.A.Builders. The CIT(A) was of the view that the A.O. has not carried out inspection as to in which year and as to what extent the investment in shares was made vis a vis availability of reserves and surplus interest free and interest bearing funds and accordingly following details were culled out by him.
Supreme Court of India Cites 9 - Cited by 258 - Full Document

The Commissioner Of Income Tax(Cntl), ... vs M/S Hero Cycles Pvt. Ltd. Ludhiana on 28 August, 1997

A.Y. 2006-07 & 2007-08 shares exceeds profits earned over the years as seen from the Reserves & Surplus of only Rs.2.49 crores on 31.3.2004 and share capital Rs.9 lakhs as against investment of Rs.5.81 crores. Considering the arguments of the assessee that it was a commercial matter by virtue of order of Tribual in ACIT vs. Lakhani Marketing Inc. for A.Ys. 2000-2001 & 2001-2002 in ITA no. 3784/Del/2004 and 3782/Del/2004, wherein the decision of CIT(A) in deleting addition had been affirmed by ITAT against which department's appeal was dismissed by the Jurisdictional High Court and taking into consideration the judgement of the Jurisdictional High Court in CIT vs. Hero Cycles 323 ITR 518 he held that the A.O. has nowhere given a finding that the interest expenditure incurred by assessee was for the purpose of earning of dividend income only and that the borrowed funds were not used for the purpose of business but disallowed the interest only on the presumption that the investment in shares was more than the money borrowed from bank. Thus relying upon the group concern case the addition made by way of disallowance was deleted.
Supreme Court of India Cites 12 - Cited by 619 - Full Document

Commissioner Of Income-Tax vs Bharat General And Textile Industries ... on 4 April, 1985

7. Ld.A.R. on the other hand relying upon the impugned order contended that in 2006-07 no dividend has been earned by assessee as such he would place heavy reliance upon CIT vs. Winsome Textile Industries Ltd. 319 ITR 204 of P&H which is the jurisdictional High Court for the assessee situated at Faridabad. Reliance was also placed upon WNS Global Services P.Ltd.
Calcutta High Court Cites 31 - Cited by 83 - Full Document
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