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§ 101(10A)

Balcom, In re

Ruling
Social Security benefits paid to debtors' grandson were properly excluded from debtor'scurrent monthly income as none of the benefits that the debtors' daughter received on behalfof her child were paid directly to the debtors. (Bankr. D. Idaho)
Issue(s)
Definitions; “Current Monthly Income”.

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Consumer opinion summary, case decided on November 05, 2021 , LexisNexis #1221-076

Isaacs, In re--DeHart v. Isaacs

Ruling
Payments under the Adoption Assistance and Child Welfare Act of 1980 were benefitsreceived under the Social Security Act and were excludable from current monthly income,disposable income and projected disposable income calculations. (Bankr. M.D. Pa.)
Issue(s)
Definitions; “Current Monthly Income”; Amounts Paid For Debtor by Another

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Consumer opinion summary, case decided on August 26, 2019 , LexisNexis #1019-075

Novak, In re

Ruling
Unemployment benefits that debtor received had to be included in the debtor's current monthly income calculation as the unemployment benefits were not benefits received under the Social Security Act. (Bankr. D.N.M.)
Issue(s)
Definitions; “Current Monthly Income”.

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Consumer opinion summary, case decided on March 23, 2017 , LexisNexis #0417-091

In re Reinhart

Ruling
Employer reimbursements are income that must be included in current monthly incomecalculation. (Bankr. E.D. Wis.)
Issue(s)
How, if at all, employment-related reimbursements are factored into the debtor's current monthly income (CMI).

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Consumer opinion summary, case decided on September 29, 2016 , LexisNexis #1016-106

In re Perez

Ruling
Debtor was not required to include non-monetary compensation in current monthly income calculation.
Issue(s)
Whether debtor must include value of nonmonetary compensation in current monthly income calculation?

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Consumer opinion summary, case decided on June 03, 2016 , LexisNexis #0616-106

Adinolfi v. Meyer (In re Adinolfi)

Ruling
Adoption assistance payments are "benefits received under the Social Security Act" and covered by the exclusion from current monthly income.
Issue(s)
Whether the bankruptcy court erred when it held that Adoption Assistance payments received by the chapter 13 debtor were not "benefits received under the Social Security Act" within the meaning of 11 U.S.C.S. § 101(10A)(B).

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Court :
Judge or Jurisdiction information not available
Consumer opinion summary, case decided on January 19, 2016 , LexisNexis #0216-071

In re Gentry

Ruling
Confirmation denied due to failure to include unemployment compensation in current monthly income calculation.
Procedural posture

The chapter 13 trustee objected to the debtors' proposed plan. The parties disputed whether the debtors, a married couple, had to include unemployment compensation in their calculation of "current monthly income" (CMI) on Form 22C.

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Consumer opinion summary, case decided on December 19, 2011 , LexisNexis #0112-071

In re Cruz

Ruling
Auxiliary Social Security benefits received by debtors' children and used for education were excluded from the estate and not a basis to prevent confirmation.
Procedural posture

This case was before the court upon the Chapter 13 Trustee's motion objecting to the confirmation of debtors' Chapter 13 plan based upon the allegedly excessive educational expenses for debtors' two children.

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Consumer opinion summary, case decided on October 07, 2010 , LexisNexis #1110-036

In re Winkles

Ruling
Unemployment compensation funds are not SSA payments and must be included in current monthly income calculation.
Procedural posture

The United States Trustee (UST) filed a motion to dismiss the chapter 7 debtors' case pursuant to 11 U.S.C.S. § 707(b)(1) and (b)(2). The sole issue was whether unemployment compensation benefits received from the State of Illinois prior to filing bankruptcy were benefits received under the Social Security Act (SSA) and therefore excluded from the current monthly income calculation under 11 U.S.C.S. § 101(10A)(B).

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Consumer opinion summary, case decided on July 06, 2010 , LexisNexis #1010-001

In re Bartelini

Ruling
Social Security income properly excluded from debtor's income calculations.
Procedural posture

Debtors filed separate petitions under chapter 13, and a trustee was appointed to administer their bankruptcy estates. The trustee filed objections to plans the debtors proposed for repaying their creditors, claiming that the plans could not be confirmed under 11 U.S.C.S. § 1325(b)(1)(B) because the debtors had not committed all of their projected disposable income to repay debts they owed to unsecured creditors.

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Consumer opinion summary, case decided on June 02, 2010 , LexisNexis #0910-001