LUCY & THE IRS!
Tax Day in the Lucyverse
"In this world, nothing is certain except death and taxes” ~ Benjamin Franklin, 1789
Although Lucycoms never joked about death, taxes were fair game - usually! Here are a few examples.
“The Absolute Truth” (1949) ~ Liz (Lucille Ball) and George (Richard Denning) bet each other that they can each go for 24 hours without telling a lie. George thinks Liz is trying to trick him into lying by sending a man to his office disguised as an IRS agent. Surely George will lie about his taxable income. George calls Liz to tell her he knows about her scheme. He is schocked when Liz says she didn’t send anyone to see him! George realizes he told the IRS all the details of his tax returns thinking he is talking to an impersonator!
When this episode was re-written for “I Love Lucy” as “Lucy Tells the Truth” (1953), the end of the episode featured Ricky fibbing about his taxes to an IRS agent. In the un-filmed scene we learn that Ricky went to Kentucky to play with the band, and won some money at the Kentucky Derby, which he failed to report. IRS agent Mr. Miller was to be played by Charles Lane, who specialized in authority figures.
Desi Arnaz refused to do the seen as written, feeling that Ricky would never cheat the government. He reasoned that it reflected poorly on immigrants and didn’t want people to think it was the sort of thing that he (Desi) condoned. He was grateful to be an American and (at the height of his success) he was determined to show that the American Dream was achievable. The scene was re-written and Lane was recast as a talent agent who witnesses Lucy participate in a knife-throwing act.
“Liz and the Green Wig” (1950) ~ George decides she can eliminate the $10 a week from Liz’s budget if he eliminates the money she’s spending on her hair. Liz buys a green wig to show George what might happen if she dyed her hair at home. Liz is tells Katie the maid (Ruth Perrott) that it is time for George to review her household accounts for the previous year for the income tax people, and she knows she hasn’t managed to save any money.
“Lucy Gets Ricky on the Radio” (1953) ~ Lucy thinks Ricky is a Cuban brainiac, so she gets them on a radio quiz show. To be sure he wins, she steals the answers. But then the questions are changed!
Originally, the first question was: “To whom do you make your federal tax check out on March 15?” but instead Fillmore asks “What is the name of the animal that fastens itself to you and drains you of your blood?” The answer Lucy memorized and blurts out is “The collector of Internal Revenue” when the real answer is “A vampire bat.” As a side note, Tax Day was set on March 1st in 1913. It was moved to March 15th in 1918 before being finally being set as April 15th in 1955.
“The Camping Trip” (1953) ~ Trying to make conversation, Ricky asks Lucy “What do you think of the new tax law?”
In 1952, President Eisenhower proposed reorganization of tax laws, including re-naming the Bureau of the Internal Revenue the Internal Revenue Service (IRS). Most importantly, starting in 1954, he changed the date tax returns were due from March 15th to April 15th.
“First Stop” (1955) ~ On the way to Hollywood, the gang’s only choice for food and lodging is One Oak Cabin and Cafe. Proprietor Mr. Skinner (Olin Howard) charges the foursome $4.80 for four stale cheese sandwiches, eighty cents of which is entertainment tax. When the gang questions the extra charge, Mr. Skinner croons a bit of "I'm Afraid to Come Home in the Dark” accompanying himself on the banjo. Rather than listen, they pay up and try to leave.
In 1957, Ingrid Bergman was talked about as the star of the second “Lucy-Desi Comedy Hour” “The Celebrity Next Door”, but tax problems prevented her from signing the contract. The script was re-written for Bette Davis, who withdrew at the last moment due to injury and was replaced by Tallulah Bankhead.
In December 1965, Lucille Ball was in tax court for back taxes, but emerged without paying a penny.
“Lucy, the Stockholder” (1965) ~ Lucy gets a letter from the Internal Revenue which turns out to be an income tax refund of $38.23. She decides to invest it all in the stock market and pays a visit to a nervous broker (Harvey Korman). When he finally hears that she has just $38.23 he nearly has a nervous breakdown.
Lucy is so grateful for her refund that she wants to send “Lyndon” a thank you note. Lyndon Baines Johnson was the 36th President of the United States, assuming office from the Vice Presidency after the assassination of John F. Kennedy.
Yours, Mine and Ours (1968) ~ Lucille Ball hadn’t anticipated the film’s huge box-office success and failed to provide a tax shelter for her personal profits, resulting in most of her earnings going toward taxes. It is said this caused the redhead a good deal of consternation.
“Lucy Visits Jack Benny” (1968) ~ Jack Benny has turned his Palm Springs home into a hotel, and the Carters have made a reservation. Benny only charges $3 a night for rooms, but adds on 'extra charges' like eleven cents for towel rental - one penny of which is sales tax! When Lucy balks at paying a penny tax, Benny replies “Go fight with Ronald Reagan!” Former Hollywood actor Ronald Reagan had been elected Governor of California in 1967.
“Lucy and the Raffle” (1971) ~ Kim wins a sports car in a raffle, but Lucy won't let her keep it. To pay the taxes on her win, they hold another raffle not knowing that it is illegal. Paul Picerni plays IRS Agent Frank Williams.
“Lucy’s Bonus Bounces” (1971) ~ On advice from his psychiatrist (Parley Baer), Harry gives Lucy a $50 raise. But when Harry is visited by IRS Agent William McPherson (Paul Picerni), things get personal. Picerni plays his second IRS Agent in less than a year!
When the IRS Agent starts to focus on Lucy instead of Harry, Harry immediately suggests she be hauled off to prison!
“Funny Money” (2019) ~ CBS presents two newly-colorized episodes of “I Love Lucy”: “Bonus Bucks” and “The Million Dollar Idea” (both 1954). The Press Release touted that the special would relieve “Tax Day Blues”.
The I Love Lucy Funny Money Special Will Banish Your Tax Day Blues
Newly colorized versions of two classic Lucy episodes will air on April 19th. If you're dreading Tax Day—and who isn't?—fear not! The one and only Lucille Ball will be returning to your TV sets for a hilarious new one-hour special to wash those blues away.
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LUCY GETS LUCKY
March 1, 1975
Directed by Jack Donohue ~ Written by Robert O'Brien
Synopsis
Lucy Collins comes to Las Vegas to see Dean Martin perform at the newly-opened MGM Grand Hotel. When Lucy's reservation falls through, she hears that Martin is doing a special show for employees and promptly gets herself hired. Naturally, Lucy causes chaos in each department she is transferred to: valet parking, cocktail waitress, Keno girl. But Lucy gets lucky when Dean Martin takes a liking to her and arranges a front row seat at his show.
Cast
Lucille Ball (Lucy Collins) was born on August 6, 1911 in Jamestown, New York. She began her screen career in 1933 and was known in Hollywood as ‘Queen of the B’s’ due to her many appearances in ‘B’ movies. With Richard Denning, she starred in a radio program titled “My Favorite Husband” which eventually led to the creation of “I Love Lucy,” a television situation comedy in which she co-starred with her real-life husband, Latin bandleader Desi Arnaz. The program was phenomenally successful, allowing the couple to purchase what was once RKO Studios, re-naming it Desilu. When the show ended in 1960 (in an hour-long format known as “The Lucy-Desi Comedy Hour”) so did Lucy and Desi’s marriage. In 1962, hoping to keep Desilu financially solvent, Lucy returned to the sitcom format with “The Lucy Show,” which lasted six seasons. She followed that with a similar sitcom “Here’s Lucy” co-starring with her real-life children, Lucie and Desi Jr., as well as Gale Gordon, who had joined the cast of “The Lucy Show” during season two. Before her death in 1989, Lucy made one more attempt at a sitcom with “Life With Lucy,” also with Gordon.
Lucy Collins lives in Los Angeles and took the bus to Las Vegas.
Dean Martin (Himself) also played himself (and his stunt man doppelganger Eddie Feldman) in “Lucy Dates Dean Martin” (TLS S4;E21) in 1966. He was born Dino Paul Crocetti in Steubenville, Ohio, in 1917. He made his screen debut in a short playing a singer in Art Mooney’s band, but his first big screen role was 1949’s My Friend Irma with Jerry Lewis. This began a partnership that would be one of the most successful screen pairings in cinema history. Later, he also worked frequently members of “the Rat Pack”: Frank Sinatra, Joey Bishop, Peter Lawford, and Sammy Davis Jr. His persona was that of a playboy, usually seen with a glass of booze and a cigarette. Martin and Lucille Ball appeared on many TV variety and award shows together. He died on Christmas Day in 1995 at age 78.
Jackie Coogan (Gus L. Mitchell, below center) was a child actor. In “Ricky’s Screen Test” (ILL S4;E6) Lucy Ricardo hopes Little Ricky will be “the next Jackie Coogan.” Coogan was once married to Flower Parry, who was a frequent extra on “I Love Lucy.” He is, of course, best remembered as Uncle Fester on TV’s “The Addams Family” (1964-66). He made two appearances on “The Lucy Show” and on one episode of “Here's Lucy.” He died in 1984 at age 69.
Gus Mitchell is head of personnel at the MGM Grand.
Bruce Gordon (Max Siegel / Vogel, above right) is best known for playing Frank Nitti on the Desilu series “The Untouchables” (1959-63). He played a version of the character when “The Lucy Show” parodied “The Untouchables” in 1966. He was also seen in “Lucy and the Ex-Con” (HL S1;E15) in 1969.
Although the final credits list him as Max Vogel, in the special Gordon clearly says his name is Max Siegel. He is a toy company executive with a business that has been suffering due to shipping problems with their baby dolls.
Paul Picerni (Packy West) was a also cast member of Desilu’s “The Untouchables” from 1959 to 1963. He was seen in four episodes of “Here’s Lucy.”
Lee Delano (Chuck Murdock) previously appeared on the Desilu shows “Star Trek” and “Mission: Impossible.”
Packy and Chuck are Max's gambling buddies.
Ken Lane (Himself) was Dean Martin's musical arranger, pianist, and, alongside Nelson Riddle, also served as composer for this special, although he was uncredited for that work.
Hal England (Dean Martin's Arranger) was an experienced Broadway actor who began screen acting in 1960. He previously appeared in “Lucy and the Astronauts” (HL S4;E5) and “My Fair Buzzi” (HL S5;E13). England died in 2003.
Joey Forman (Eddie) had a nightclub act with Mickey Rooney during the 1950s that led to his appearance on many TV variety shows. He will also appear in “Lucy Calls the President” in 1979.
Eddie is the head of valet parking at the MGM Grand.
Gino Conforti (Antonio) began his TV acting career in 1968 and has been continually working since, although mostly as one-off characters. He had a recurring role as Felipe on “Three’s Company” from 1980 to 1982, a series Lucille Ball admired. He played the burglar in “Lucy Plays Cops and Robbers” (HL S6;E14) in 1974. He will also be seen in and “Three for Two” later in 1975.
Antonio is the Maitre D' at the Celebrity Room. His name is never mentioned in the dialogue.
Vanda Barra (Gladys) made over two dozen appearances on “Here’s Lucy” as well as appearing in Ball’s “Three for Two” (with Jackie Gleason). She was seen in half a dozen episodes of “The Lucy Show.” Barra was Lucille Ball’s cousin-in-law by marriage to Sid Gould.
Gladys is the desk clerk (possibly owner) of the Cactus Flower Motel.
Sid Gould (Taxi Driver) made more than 45 appearances on “The Lucy Show” and nearly as many on “Here’s Lucy.” Gould (born Sydney Greenfader) was Lucille Ball’s cousin by marriage to Gary Morton. He was previously in the Lucille Ball Special “Happy Anniversary and Goodbye.”
Gary Morton (Al) was a comedian who worked the famed ‘Borscht Belt’ in the Catskills Mountains. He met Lucille Ball shortly after her divorce from Desi Arnaz and they married in November 1961. At her request, Morton gave up his nightclub career and became a producer of “The Lucy Show.” Morton also served as a warm-up comic for the show’s studio audience. He is also Producer of this special. Morton passed away in 1999.
Al is a pit boss at the MGM Grand. His name is not spoken in the dialogue.
Bonnie Boland (Sally) played Mabel on “Chico and the Man.” The last of her six episodes aired two weeks after this special was first broadcast.
Sally is a waitress at the MGM Grand Coffee Shop.
Jack Donohue (Ralph) was the director of this special, as well as many episodes of “The Lucy Show” and “Here's Lucy.” He would sometimes make cameo appearances in the episodes he directed.
Joan Swift (Dawn) made six appearances on the “The Lucy Show” as well as two episodes of “Here’s Lucy.” This special is her final screen credit.
Dawn is Ralph's wife. Lucy parks their car when they arrive at the MGM Grand.
Judith Wright (Peggy, Keno Girl)
Jane Aull (Keno Girl) was a background performer making her fifth and final screen appearance.
While making a telephone call, the character is mistaken from the back for Lucy.
Jay Jones (Maintenance Man) makes his screen debut with this special.
Roy Rowan (Voice Over Announcer, uncredited) was Lucille Ball’s announcer for all of her sitcoms. He also made occasional on-camera appearances.
During his introductions, Rowan doesn’t use the show's title, but calls it “The Lucille Ball Special.” This was also the case with “Happy Anniversary and Goodbye,” which had nearly identical voice-over announcements introducing the show.
This was Lucille Ball's second primetime special after the end of “Here's Lucy” in 1974. The first was “Happy Anniversary and Goodbye” four months earlier. After playing a character named Norma in that special, Ball is back to playing a character named Lucy. This time her last name is Collins.
In 1953's “Lucy is Matchmaker” (ILL S3;E27), Lucy tried to fix up Eddie Grant with a girl named Sylvia Collins, although the character remained off-screen.
On “The Lucy Show” Viv’s on-again-off-again boyfriend was named Eddie Collins.
Collins is the surname assigned to Robert Cummings on a 1972 episode of “Here’s Lucy”.
In the film Follow The Fleet (1936), Lucille Ball’s character is named Kitty Collins.
On a 1966 “The Lucy Show” Mr. Mooney and Lucy Carmichael meet the hip hypnotist Pat Collins (her real name)!
This special is available on DVD from MPI video or can be streamed online. It was originally aired on CBS in the USA and ITV in the UK. Like “Happy Anniversary and Goodbye”, this show is sponsored by Timex, which gets opening title credit.
Writer Robert O'Brien had written 54 episodes of “The Lucy Show” and 24 of “Here's Lucy,” many of which were directed by Jack Donohue.
The biggest departure for this special is there is no studio audience or laugh track.
Lucille Ball reunites with many of her “Here's Lucy” production staff, including hairstylist Irma Kusely, prop master Kenneth Westcott, costumer Renita Reachi, production manager William Maginetti, and script supervisor Dorothy Aldworth.
Location shooting was done at the (then) newly opened MGM Grand Hotel in Las Vegas. Scenes set inside the Cactus Flower Motel were shot at Paramount Studios in Hollywood. This is the second time Lucille Ball has shot on location in Las Vegas, the first being at Caesars for “Happy Anniversary and Goodbye.” Although episodes of her television shows were set in the city, actor doubles and second unit footage were used while Ball remained in Hollywood.
Dean Martin's name was seen on the marquee of the Riviera Hotel when Lucy Carter went to Las Vegas in 1970's “Lucy and Wayne Newton” (HL S2;E22, above), three years before the MGM Grand was built. Lucille Ball first used location footage of Las Vegas in “Lucy Hunts Uranium” (LDCH 1958). Lucy Carmichael also visited the town in 1965's “Lucy Goes to Vegas” (TLS S3;E17), however no establishing or location footage was shot, and the episode was filmed entirely on the Desilu soundstage in Hollywood.
The show opens with a montage of the the Las Vegas strip that includes the marquees of the Caesars Palace, the Flamingo, the Frontier, the Stardust, the Sands, and the Dunes, before ending on the exterior of the MGM Grand. This montage is an aerial view at night, instead of the daytime street view in “Lucy and Wayne Newton” (HL S2;E22).
The MGM Grand opened as one of Las Vegas's first mega resorts on December 5, 1973. Dean Martin was the entertainer on opening night. It was the largest hotel in the world at its opening and would remain so for several years. “The Dean Martin Celebrity Roasts” were filmed at the hotel. The property was sold in 1986 and the name was changed to Bally's. The MGM Grand name was transferred to the former Marina Hotel, now known as MGM Grand Las Vegas.
When Lucy Collins arrives at the MGM Grand with suitcases in hand, she walks through the casino and down their 'Hall of Fame' lined with illuminated posters of movie stars. The soundtrack plays a wistful version of “Hooray for Hollywood.”
Lucy pauses at posters of Spencer Tracy and Katherine Hepburn;
She blows kisses to Cary Grant, whose poster is alongside Grace Kelly.
She gazes lovingly at photos of Frank Sinatra, Fred Astaire and Ginger Rogers. Rogers played herself on a 1971 episode of “Here's Lucy.”
Lucy does a 'ha-cha-cha-cha' in front of a poster of Jimmy Durante, who Lucy Ricardo disguised herself as in “Lucy Meets Harpo Marx” (ILL S4;E28). Durante later did a brief cameo on a 1966 “Lucy Show.”
In a meta moment, Lucy Collins then stops and primps her hair in front of a poster of Lucille Ball! Lucy Carter also stood before a poster of Lucille Ball in “Lucy and the Andrews Sisters” (HL S2;E6) and later shared scenes with movie star Ball in “Lucy Carter Meets Lucille Ball” (HL S6;E22). Although her recent film Mame had been released by Warner Brothers, Lucille Ball had done several films with MGM, like The Long, Long Trailer (1954) and Forever Darling (1956).
Walking out the employees back entrance and trekking through the desert, it becomes clear that Lucy was only using the MGM Grand lobby as a shortcut to get to her actual lodgings, the Cactus Flower Motel, managed by her friend Gladys (Vanda Barra).
Lucy: (about her dress choices for Dean Martin's opening night) “The other one is older, but its got a Gucci label.”
Gladys: “You have an outfit from Gucci?”
Lucy: “No. Just the label.”
In the MGM Grand coffee shop having a cup of tea in a back booth, Dean Martin sings a few bars of “Volare,” a song written by Franco Migliacci and Domenico Modugno. Martin was one of the first to cover the song in 1958. His orchestra will reprise the song at the end of the special while Lucy and Martin dance.
When Lucy phoned for a reservation for Dean Martin's opening night, she lied and said there'd be eight guests. Talking to Antonio the maître d' she must now make excuses for the absence of the seven others.
Mr. and Mrs. Winters are expecting a baby;
Mr. and Mrs. Nichols, Mrs. Winters mother and father, naturally won't be coming either;
Mabel and Henry, Mr. Winters mother and father also aren't coming because of the baby;
Gregory is Mrs. Winters doctor, so he also won't be there;
So it is just Lucy.
Unfortunately, Antonio won't give Lucy a table for one!
Lucy: “I have been a fan of yours from bobby socks to suphose.”
Dean Martin: “Do you think those suphose would help my problem?”
Lucy: “What's your problem?”
Dean Martin: “I fall down a lot.”
Lucy Collins gets a job as a cocktail waitress and causes chaos at the roulette tables. Lucy Ricardo had some luck (then lost it all) playing roulette in “Lucy Goes to Monte Carlo” (ILL S5;E25). In 1965, Lucy Carmichael had some luck (then lost it all) playing roulette in “Lucy Goes to Vegas” (TLS S3;E17).
The character of Max Siegel (credited as Vogel) is likely named for gangster Bugsy Siegel, who was primarily responsible for the development of the Vegas strip in the 1950s. The fact that Max is being played by Bruce Gordon, famous for playing real-life gangster Frank Nitti on Desilu's “Untouchables,” pretty much assures the comparison. Naturally, Lucy overhears Siegel and his friends talking about “busted up dolls” and thinks they are talking about women, as the term was often used for females in the Damon Runyon musical Guys and Dolls.
Max Siegel's gambling buddy is played by Paul Picerni, another ���Untouchables” alumni. His character name is Packy West, which is an obscure reference to Lucy's pal Bob Hope. In July 1919, a 16-year-old Hope entered the Ohio State Boxing Amateurs tournament under the name “Packy East,” a nod to light and welterweight boxer Patrick “Packy” McFarland and Hope's own school, “East” High.
A chase sequence involving Lucy and Max Siegel's gambling buddies ends up backstage at “Hallelujah Hollywood,” a lavish stage show conceived, produced, and directed by Don Arden, It was a 3 million dollar tribute to classic MGM Hollywood musicals which played The Ziegfeld Room (which at the time was the largest stage in the world, with the largest backstage area in the world), at the MGM Grand Hotel in Las Vegas. The show opened in 1974, and ran until 1980. Its flamboyant finale was a tribute to the Ziegfeld Follies, featuring The Grand Stairway and The Great Ziegfeld Walk. The show featured over a 700 costumes (designed by Ray Aghayan and Bob Mackie). Lucille Ball played a lavishly attired Ziegfeld showgirl in the 1946 MGM film Ziegfeld Follies.
On stage with Lucy in the front row, Dean sings “Everybody Loves Somebody,” a song written in 1947 by Sam Coslow, Irving Taylor. Although it had been recorded by others, it was Dean Martin’s 1964 recording that hit #1 on the Billboard Pop Charts. He also sang it in “Lucy Dates Dean Martin” (TLS S4;E21, above). He then launches into “Tie a Yellow Ribbon 'Round the Old Oak Tree” written by Irwin Levine and L. Russell Brown in early 1973. It was a #1 hit for Tony Orlando and Dawn. The song was referred to by Steve Lawrence (but not sung) in “Lucy, the Peacemaker” (HL S6;E3).
This Date in Lucy History - March 1
“Home Movies” (ILL S3;E20) – March 1, 1954
“Lucy and the Old Mansion” (TLS S3;E22) – March 1, 1965
This is one of the best post-”Lucy” outings of Lucille Ball's career. The reason is simple: She sticks close to what she does best – and she does it without the cloying addition of a laugh track. Had she decided to call the character Lucy Carter instead of Lucy Collins, it might well have been billed as a “Here's Lucy” special. As Lucy Carmichael, she did a similar filmed special titled “Lucy in London” during “The Lucy Show.” Lucy Carmichael dated Dean Martin for one episode, so it would only have worked with Lucy Carter. Perhaps Ball thought people wouldn't remember “Here's Lucy” a year later. But whatever she's named, this special gives us old school, celebrity-hunting, anything-goes, Lucy and it is terrific!
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Character Actor
Horacio Paul Picerni (December 1, 1922 – January 12, 2011) Actor in film and television, perhaps best known today in the role of Federal Agent Lee Hobson, second-in-command to Robert Stack's Eliot Ness, in the ABC hit television series, The Untouchables.
After Italian organizations began to complain about the use of Italian gangsters on ABC's, The Untouchables, starring Robert Stack as G-man Eliot Ness, Picerni joined the cast in 1960 as Ness's number-one aide, Lee Hobson, a role that he played for the duration of the series. (He was also seen in the program's pilot, playing Tony Liguri.) He also portrayed Ed Miller on O'Hara, U.S. Treasury (1971-1972) and was featured as Dan Garrett on The Young Marrieds (1964–66)
In 1954, Picerni was cast as the outlaw Rube Burrow in the syndicated western television series Stories of the Century, starring and narrated by Jim Davis. That same year, he had a role in the pilot episode for the 1957-58 NBC detective series, Meet McGraw.
Picerni appeared in two episodes, "Gun Hand" and "Badge to Kill" of the syndicated western series 26 Men (1957–59). He also appeared in the episode "Gypsy Boy" of Tales of the Texas Rangers. In 1957, he played a deserter in an episode of the syndicated Boots and Saddles.
Between 1957-60, Picerni was cast three times in different roles, the last as Duke Blaine, on the ABC/Warner Brothers western series, Colt .45, starring Wayde Preston.
In 1958, Picerni played a milkman on the ABC sitcom, The Donna Reed Show. He also portrayed a police detective in the episode "The Quemoy Story" of Behind Closed Doors.
Picerni made three guest appearances on Perry Mason during its nine-year run on CBS. In 1958 he played Charles Gallagher in "The Case of the One-Eyed Witness", and defendant Army Sgt. Joseph Dexter in "The Case of the Sardonic Sergeant". In 1963, he played murderer Walter Jefferies in "The Case of the Bouncing Boomerang". In 1964, he appeared in The Fugitive, in the episode "Search in a Windy City".
In 1967, Paul appeared with his daughter Gina Picerni in the episode "The Chameleon" of My Three Sons. (Wikipedia)
IMDb Listing
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