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Cit vs Hotel Hilltop on 17 March, 2008

We have heard the rival submissions and perused the records. The facts and circumstances of the case before the Special Bench are entirely different to the facts and circumstances of the case before us. In the case before the Special Bench the trustees of Narmadaben Nandlal Trust (NNT) held the shares on behalf of the trust only as legal owners and were not the beneficial owners of the shares. Whereas, in the case before us, Shri Raju Shete and Smt. Hemal Shete are the common shareholders in both the companies i.e. in the assessee company as well as in the lending company i.e. M/s Element Investment (P) Ltd. The expression 'shareholder' referred to in sec. 2(22)(e) refers to both a registered shareholder and beneficial shareholder. In the case before us, Shru Raju Shete and Smt. Hemal Shete are the registered shareholders as well as the beneficial shareholders. Hence, the provisions of sec. 2(22)(e) of the Act are applicable in this case. Thus, this ground of appeal raised by the assessee is dismissed.'' Thus, it will seen that the Hon'ble Tribunal distinguished the case of Bhaumik Colour (P) Ltd. (cited supra) and held that as that as the share holders were common in both the companies and they were registered as well as beneficial shareholders, therefore, the provisions of sec. 2(22)(e) were applicable. As regards the case of CIT Vs. Hilltop (cited supra) it is not a case of jurisdictional High Court.
Rajasthan High Court - Jaipur Cites 3 - Cited by 107 - Full Document

C.I.T. Andhra Pradesh vs C. P. Sarathy Mudaliar on 12 October, 1971

26. The condition under the Income Tax Act, 1961 regarding the payee being a shareholder remains the same as it was under the Income-tax Act, 1922 and the condition that such shareholder should be beneficial owner of the shares and the percentage of voting power that such shareholder should hold has been prescribed as an additional condition under the present law. In the Act, the word "shareholder" is followed by the expression "being a person who is the beneficial owner of shares". This expression used in section 2(22)(e) both in the Act, and in the amended provisions with effect from 1st April, 1988 only qualifies the word "shareholder" and does not in any way alter the position that the shareholder has to be a registered shareholder. Therefore, decisions of the apex Court in the case of CIT Vs. Sarathy Mudaliar (supra) and that of Rameshwarlal Sanwarmal Vs. CIT (Supra) interpreting the term "shareholder" under the Income-tax Act, 1922, in our opinion, is equally applicable to section 2(22)(e) as is in existence today. This also does not reduce the requirement of being a registered shareholder to a requirement of merely holding a beneficial interest in the shares without being a registered holder of shares. The expression "being a person who is the beneficial owner of shares" is therefore a further requirement before a shareholder can be said to fall within the parameters of section 2(22)(e) of the Act. In the Act, section 2(22)(e) imposes a further condition that the shareholder has also to be beneficial owner of shares (not being shares entitled to a fixed rate of dividend whether with or without a right to participate in profits) holding not less than ten per cent of the voting power.
Supreme Court of India Cites 5 - Cited by 103 - Full Document

Rameshwarlal Sanwarmal vs Commissioner Of Income-Tax on 10 May, 1965

26. The condition under the Income Tax Act, 1961 regarding the payee being a shareholder remains the same as it was under the Income-tax Act, 1922 and the condition that such shareholder should be beneficial owner of the shares and the percentage of voting power that such shareholder should hold has been prescribed as an additional condition under the present law. In the Act, the word "shareholder" is followed by the expression "being a person who is the beneficial owner of shares". This expression used in section 2(22)(e) both in the Act, and in the amended provisions with effect from 1st April, 1988 only qualifies the word "shareholder" and does not in any way alter the position that the shareholder has to be a registered shareholder. Therefore, decisions of the apex Court in the case of CIT Vs. Sarathy Mudaliar (supra) and that of Rameshwarlal Sanwarmal Vs. CIT (Supra) interpreting the term "shareholder" under the Income-tax Act, 1922, in our opinion, is equally applicable to section 2(22)(e) as is in existence today. This also does not reduce the requirement of being a registered shareholder to a requirement of merely holding a beneficial interest in the shares without being a registered holder of shares. The expression "being a person who is the beneficial owner of shares" is therefore a further requirement before a shareholder can be said to fall within the parameters of section 2(22)(e) of the Act. In the Act, section 2(22)(e) imposes a further condition that the shareholder has also to be beneficial owner of shares (not being shares entitled to a fixed rate of dividend whether with or without a right to participate in profits) holding not less than ten per cent of the voting power.
Gauhati High Court Cites 33 - Cited by 44 - Full Document
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