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Keywords: support of family members . expenses . means test .

Topic #44:: Expenses: Support for care of family members

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Case Summary In re Hicks, 370 B.R. 919, Bankr.E.D.Mo., 06/01/07, 7, N/A

In re Hicks, 370 B.R. 919 (Bankr.E.D.Mo. 2007)

Topics

  • 44. Expenses: Support for care of family members

    Form 22A Line: 35 :: Form 22C Line:

    Case Type: B - No deduction for support of adult daughter attending college away from home - muse be disabled or chronically ill

    Not allowed for contribution to daughter, a college student who resided away from home; the family member to be supported must be both elderly, chronically ill or disabled and be unable to pay for expenses.

Means Test> Expenses>

Expenses: Support for care of family members

10 Cases , IssueID 44

Ch 7 Means Test
Form 22A, Line 35
Ch 13 Means Test
Form 22C Line

Topic Description:

the means test allows for expenses for care of family members, whether or not they are living with you.

Lines of Cases:

A:

Expense allowed for support of elderly parents mortgage and tax payments

B::

No deduction for support of adult daughter attending college away from home - muse be disabled or chronically ill

C:

Expenses related to child care allowed

D:

Expenses peripheral to support payments were not priority claims.

E:

"Everything else..."

  • Type A = Expense allowed for support of elderly parents mortgage and tax payments
  • Type B = No deduction for support of adult daughter attending college away from home - muse be disabled or chronically ill
  • Type C = Expenses related to child care allowed
  • Type D = Expenses peripheral to support payments were not priority claims.
  • Type E = "Everything Else"
  • Cases for Zip 83440
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  • Cases A - Z

Cases for Zip 83440, Idaho District Bankruptcy Court

Ninth Circuit Cases

� In re Harris

Bankr.E.D.California - 415 B.R. 756 - 2009-10-22 - 13 , Above

Google ID#: 15516923316925887036
(Type B : No deduction for support of adult daughter attending college away from home - muse be disabled or chronically ill )

contribution to the support of a family member may not be deducted from the Debtors' CMI on line 40 of the Means Test unless that person is both "elderly, chronically ill, or disabled" and "unable to pay for such expenses."

� In re Scott

Bankr. D.Idaho - No. 05-41825-JDP - 2009-09-10 - ,

Google ID#: 9794119587060845973
(Type E : )

The trustee objected to the debtor's listed exemptions, and the trustee and debtor settled the claims. The state of Washington collected child support payments (which the debtor expected), but in an unexpected way to the debtor. The debtor requested relief from the stipulated order, but the court refused the request. In doing so, it said, "While it appears the State of Washington's collection efforts altered which creditors will be paid by Trustee, the basic purpose of the Compromise remains intact: Trustee will use the $30, 000 to pay claims, and Debtor has had access to and use of the funds he received under the terms of the Compromise."

� In re Littman

Bankr.D.Id. - 370 B.R. 820 - 2007-07-06 - 7 , N/A

Google ID#: 10515253835011373450
(Type : )

Other Circuits

� In re Thelen

Bankr. E.D.N.C. - 431 B.R. 601 - 2010-03-23 - ,

Google ID#: 16856438132057944275
(Type : )

Motion to dismiss pursuant to Section 707(b)(2) was denied by the court. The debtor argued that her child care exenses were directly related to her income, so in averaging her expenses provided a clearer picture of her expenses relative to her income. The court agreed and it said:

"Form B22A specifically does not require a 'snapshot' of the debtor's child care expenses for a specific point in time, i.e. the month in which the petition was filed, but rather supports the conclusion that more than one period of time must be considered in order to implement the average calculation."

� In re Wheeler

Bankr. N.D.Ala. - No. 09-41866-JJR-13 - 2010-02-05 - ,

Google ID#: 16025525887208352626
(Type E : )

Food stamp overpayments held to be domestic support obligation, with priority status for repayment.

� In re Daniel-Sanders

Bankr.W.D.New York - 420 B.R. 102 - 2009-12-30 - 13 , Below

Google ID#: 2931058598154397293
(Type C : Expenses related to child care allowed )

debtor allowed to deduct expenses for two cars because she left one for her father to provide child care for her kids while she went to work with the other car

� Smith v. Pritchett (In re Smith)

1st Cir. - 586 F.3d 69 - 2009-11-06 - ,

Google ID#: 5176947803836080104
(Type D : Expenses peripheral to support payments were not priority claims. )

Late fees imposed by family court to encourage timely payment were not in the nature of support.

� In re Williams

Bankr. E.D.N.C. - No. 08-02284-8-JRL - 2009-04-01 - 7 ,

Google ID#: 15962151026064820751
(Type E : )

The law in North Carolina allows debtors to exempt earnings from the 60 days pre-petition, as long as the debtors can show that the wages are necessary for the debtor's family's support.

Here, the debtor misstated the amount earned in the 60 day period (understating it), but the court found that debtors had simply made a mistake (and had not acted in bad faith). The law was construed in the debtor's favor and she was allowed to exempt the money.

� in re Clingman

Bankr.S.D.Texas - 400 B.R. 555 - 2009-02-17 - 13 , Above

Google ID#: 793395319677500227
(Type A : Expense allowed for support of elderly parents mortgage and tax payments )

Court found "reasonable" a $613 monthly support payment expense made to joint debtor's parents. (Joint debtor paid mortgage and property taxes for aged parents' home). Debtors demonstrated that this was an ongoing commitment and no alternatives were available.

� In re Hicks

Bankr.E.D.Mo. - 370 B.R. 919 - 2007-06-01 - 7 , N/A

Google ID#: 8813259555553355530
(Type B : No deduction for support of adult daughter attending college away from home - muse be disabled or chronically ill )

Not allowed for contribution to daughter, a college student who resided away from home; the family member to be supported must be both elderly, chronically ill or disabled and be unable to pay for expenses.

� In re Thelen

Bankr. E.D.N.C. - 431 B.R. 601 - 2010-03-23 - ,

Google ID#: 16856438132057944275
(Type : )

Motion to dismiss pursuant to Section 707(b)(2) was denied by the court. The debtor argued that her child care exenses were directly related to her income, so in averaging her expenses provided a clearer picture of her expenses relative to her income. The court agreed and it said:

"Form B22A specifically does not require a 'snapshot' of the debtor's child care expenses for a specific point in time, i.e. the month in which the petition was filed, but rather supports the conclusion that more than one period of time must be considered in order to implement the average calculation."

� In re Wheeler

Bankr. N.D.Ala. - No. 09-41866-JJR-13 - 2010-02-05 - ,

Google ID#: 16025525887208352626
(Type E : )

Food stamp overpayments held to be domestic support obligation, with priority status for repayment.

� In re Daniel-Sanders

Bankr.W.D.New York - 420 B.R. 102 - 2009-12-30 - 13 , Below

Google ID#: 2931058598154397293
(Type C : Expenses related to child care allowed )

debtor allowed to deduct expenses for two cars because she left one for her father to provide child care for her kids while she went to work with the other car

� Smith v. Pritchett (In re Smith)

1st Cir. - 586 F.3d 69 - 2009-11-06 - ,

Google ID#: 5176947803836080104
(Type D : Expenses peripheral to support payments were not priority claims. )

Late fees imposed by family court to encourage timely payment were not in the nature of support.

� In re Harris

Bankr.E.D.California - 415 B.R. 756 - 2009-10-22 - 13 , Above

Google ID#: 15516923316925887036
(Type B : No deduction for support of adult daughter attending college away from home - muse be disabled or chronically ill )

contribution to the support of a family member may not be deducted from the Debtors' CMI on line 40 of the Means Test unless that person is both "elderly, chronically ill, or disabled" and "unable to pay for such expenses."

� In re Scott

Bankr. D.Idaho - No. 05-41825-JDP - 2009-09-10 - ,

Google ID#: 9794119587060845973
(Type E : )

The trustee objected to the debtor's listed exemptions, and the trustee and debtor settled the claims. The state of Washington collected child support payments (which the debtor expected), but in an unexpected way to the debtor. The debtor requested relief from the stipulated order, but the court refused the request. In doing so, it said, "While it appears the State of Washington's collection efforts altered which creditors will be paid by Trustee, the basic purpose of the Compromise remains intact: Trustee will use the $30, 000 to pay claims, and Debtor has had access to and use of the funds he received under the terms of the Compromise."

� In re Williams

Bankr. E.D.N.C. - No. 08-02284-8-JRL - 2009-04-01 - 7 ,

Google ID#: 15962151026064820751
(Type E : )

The law in North Carolina allows debtors to exempt earnings from the 60 days pre-petition, as long as the debtors can show that the wages are necessary for the debtor's family's support.

Here, the debtor misstated the amount earned in the 60 day period (understating it), but the court found that debtors had simply made a mistake (and had not acted in bad faith). The law was construed in the debtor's favor and she was allowed to exempt the money.

� in re Clingman

Bankr.S.D.Texas - 400 B.R. 555 - 2009-02-17 - 13 , Above

Google ID#: 793395319677500227
(Type A : Expense allowed for support of elderly parents mortgage and tax payments )

Court found "reasonable" a $613 monthly support payment expense made to joint debtor's parents. (Joint debtor paid mortgage and property taxes for aged parents' home). Debtors demonstrated that this was an ongoing commitment and no alternatives were available.

� In re Littman

Bankr.D.Id. - 370 B.R. 820 - 2007-07-06 - 7 , N/A

Google ID#: 10515253835011373450
(Type : )

� In re Hicks

Bankr.E.D.Mo. - 370 B.R. 919 - 2007-06-01 - 7 , N/A

Google ID#: 8813259555553355530
(Type B : No deduction for support of adult daughter attending college away from home - muse be disabled or chronically ill )

Not allowed for contribution to daughter, a college student who resided away from home; the family member to be supported must be both elderly, chronically ill or disabled and be unable to pay for expenses.

All Cases A to Z

  • in re Clingman, 400 B.R. 555 , (Bankr.S.D.Texas ) 2009-02-17, #793395319677500227
  • In re Daniel-Sanders, 420 B.R. 102 , (Bankr.W.D.New York ) 2009-12-30, #2931058598154397293
  • In re Harris, 415 B.R. 756 , (Bankr.E.D.California ) 2009-10-22, #15516923316925887036
  • In re Hicks, 370 B.R. 919 , (Bankr.E.D.Mo. ) 2007-06-01, #8813259555553355530
  • In re Littman, 370 B.R. 820 , (Bankr.D.Id. ) 2007-07-06, #10515253835011373450
  • In re Scott, No. 05-41825-JDP , (Bankr. D.Idaho ) 2009-09-10, #9794119587060845973
  • In re Thelen, 431 B.R. 601 , (Bankr. E.D.N.C. ) 2010-03-23, #16856438132057944275
  • In re Wheeler, No. 09-41866-JJR-13 , (Bankr. N.D.Ala. ) 2010-02-05, #16025525887208352626
  • In re Williams, No. 08-02284-8-JRL , (Bankr. E.D.N.C. ) 2009-04-01, #15962151026064820751
  • Smith v. Pritchett (In re Smith), 586 F.3d 69 , (1st Cir. ) 2009-11-06, #5176947803836080104

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