Facts of the Case
The assessee filed his return of income for Assessment
Year 2011–12 declaring total income of ₹5,56,050 from salary and house property
and declaring Long-Term Capital Gain of ₹30,55,833 as exempt under Section
10(38) of the Income-tax Act, arising from sale of equity shares on which
Securities Transaction Tax was paid.
The assessment was reopened under Section 147 on the
basis of information allegedly received from PMO/Investigation Wing stating
that certain beneficiaries had earned bogus LTCG through penny stock
transactions, including shares of Global Capital Market Ltd. Notice under
Section 148 was issued and reassessment proceedings were completed by treating
the LTCG as bogus and adding ₹30,55,833 to the total income.
The addition was sustained by the Commissioner of
Income Tax (Appeals), who relied upon certain non-jurisdictional High Court and
Tribunal decisions relating to penny stock transactions.
Issues Involved
Whether long-term capital gains arising from sale of
equity shares can be treated as bogus merely on the basis of investigation
reports and suspicion, despite the assessee producing complete documentary
evidence of purchase and sale through recognised stock exchanges, demat accounts,
banking channels and payment of STT.
Petitioner’s Arguments
The assessee contended that he had fully discharged
the onus cast upon him under the Income-tax Act by producing purchase bills,
sale contract notes, demat statements, bank statements evidencing receipt of
sale consideration and proof of payment of STT. It was argued that the
Assessing Officer did not dispute the authenticity of the documents nor brought
any evidence to show exchange of unaccounted money or manipulation of
transactions.
The assessee placed strong reliance on the binding
jurisdictional judgment of the Hon’ble Jharkhand High Court in CIT vs Arun
Kumar Agarwala (HUF), wherein it was held that LTCG cannot be treated as bogus
merely on suspicion once documentary evidence is produced and not disproved by
the Revenue. It was contended that the CIT(A) erred in ignoring the binding
jurisdictional High Court decision.
Respondent’s Arguments
The Revenue relied on the orders of the Assessing
Officer and the CIT(A) and submitted that penny stock transactions have been
held to be bogus in several cases and that surrounding circumstances justified
the addition made in the present case.
Court Order / Findings
The Tribunal held that it is a settled principle of
law that decisions of the jurisdictional High Court are binding on all
subordinate authorities. The Tribunal noted that the assessee specifically
relied upon the judgment of the Hon’ble Jharkhand High Court in CIT vs Arun
Kumar Agarwala (HUF), which dealt with identical facts and issues. The CIT(A)
neither distinguished nor explained why the said judgment was not applicable.
The Tribunal observed that the assessee produced all
relevant documentary evidence including contract notes, demat account
statements, bank statements evidencing receipt of sale proceeds and proof of
payment of STT. The Assessing Officer neither disputed the documents nor
established that the transactions were manipulated or that any cash was
exchanged.
The Tribunal held that the addition was made solely on
the basis of general investigation reports and third-party information relating
to penny stocks, and reiterated that suspicion, however strong, cannot take the
place of evidence. In the absence of any adverse material disproving the
assessee’s evidences, the LTCG declared by the assessee was held to be genuine.
Important Clarification
The Tribunal clarified that ignoring a binding
jurisdictional High Court judgment and relying on contrary non-jurisdictional
decisions is impermissible in law. Long-term capital gains supported by
documentary evidence cannot be disallowed merely on the basis of suspicion or
general investigation inputs without concrete evidence.
Final Outcome
The Income Tax Appellate Tribunal, Ranchi Bench, allowed
the appeal of the assessee, deleted the addition of ₹30,55,833 made
on account of alleged bogus long-term capital gain, and held that the LTCG
declared by Bijoy Kumar Agarwal was genuine. The order was pronounced
on 06.01.2026.
Link to Download Order- https://www.mytaxexpert.co.in/uploads/1769078995_BIJOYKUMARAGARWALRANCHIVS.ACITDCITCENTRALCIRCLE1RANCHI.pdf
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