Facts of the Case
The appellant, Commissioner of Income Tax-XI,
challenged the order of the Income Tax Appellate Tribunal (ITA No. 4274/(Del)/2011)
concerning the assessment year 2008-09. The dispute arose over the
classification of ₹1,20,00,000 received by the respondent, Sangeeta Wig, under
a Memorandum of Understanding and subsequent agreement with newly inducted
shareholders of her company, SD Engineering Consultants, which had been
converted into ICT-SD Engineering Consultants Pvt. Ltd.
The respondent, the former proprietor of SD
Engineering Consultants, transferred her business as a going concern to the new
company. The consideration included cash payments and equity shares totaling
₹1.2 crore. She claimed this amount as capital gains under the Income Tax Act,
while the Assessing Officer contended it was taxable as business income under
section 28(va).
Issues
Involved
- Whether the sum received by the respondent from the slump sale
constituted capital gains or business income.
- Whether the transfer of a proprietary concern as a going concern
qualifies for capital gains treatment under Section 50B.
- Applicability of exemption under Section 54F for investment
in a residential property.
Petitioner’s
Arguments (Revenue)
- The amount received was a compensation for not carrying out
business activity and should be treated as business income.
- Claimed the transaction reflected a non-compete fee rather than a
true transfer of the business.
Respondent’s
Arguments
- The transfer was a slump sale of the business as a going
concern.
- Consideration included goodwill, empanelments, receivables, and
other entitlements.
- Capital gains were correctly calculated under Section 50B,
and exemption claimed under Section 54F for investment in
residential property was valid.
Court
Findings / Order
- The Tribunal analyzed agreements dated 30.10.2007 and 4.12.2007 and
noted the sum was received for the transfer of business, not for
restraining activity.
- Considered relevant case law, including CIT v. Motor &
General Stores (P) Ltd. (1967) 66 ITR 692 (SC), affirming that intention
of parties governs tax characterization.
- The Tribunal held that the respondent’s business was transferred as
a going concern and her right to the enterprise value constituted a capital
asset.
- The High Court confirmed the Tribunal’s order and dismissed the
appeal of the Revenue, holding that no substantial question of law
arose.
Conclusion: The ₹1.2
crore received by Sangeeta Wig was capital gains from a slump sale, and
not taxable under section 28(va) as business income.
Important
Clarifications
- Slump sale defined under Section 2(42C) of the Income Tax
Act.
- Capital gains computation under Section 50B.
- Investment in residential property for exemption under Section
54F.
- Background and intention of the parties are critical in tax
characterization of business transfers.
Sections
Involved
- Section 2(42C) – Defines slump sale
as transfer of an undertaking for a lump sum consideration without
assigning individual values to assets and liabilities.
- Section 50B – Provides the method for
computation of capital gains arising from a slump sale.
- Section 54F – Grants exemption from
capital gains where consideration is invested in a residential property.
- Section 28(va) – Taxes amounts received
for non-compete arrangements or for not carrying out business activity.
Revenue relied on this provision.
- Section 45 – Governs taxation of
profits or gains arising from transfer of a capital asset under the head Capital
Gains.
Link to
download the order:
https://delhihighcourt.nic.in/app/case_number_pdf/2012:DHC:7128-DB/RVE30112012ITA6672012.pdf
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