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§ 523(a)(1)

Mendoza, In re--Mendoza v. Franchise Tax Bd.

Ruling
State franchise tax board’s assessments, which debtor did not timely challenge, were nondischargeable and liens securing the debt were enforceable. (Bankr. E.D. Cal.)
Issue(s)
Exceptions to Discharge; Types of Debt Excepted; Taxes; Late or Unfiled Return.

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Consumer opinion summary, case decided on May 21, 2025 , LexisNexis #0725-088

Stein, In re--Stein v. United States

Ruling
Debt was nondischargeable as debtor willfully and intentionally engaged in evasive conduct. (Bankr. W.D. Ky.)
Issue(s)
Exceptions to Discharge; Types of Debt Excepted; Taxes; Fraud or Evasion.

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Consumer opinion summary, case decided on November 20, 2024 , LexisNexis #0225-014

Feltmann, In re

Ruling
Unpaid late-filed taxes deemed nondischargeable and case would not be reopened to allow debtor to seek sanctions against tax board for pursuing post-petition interest. (Bankr. M.D. Fla.)
Issue(s)
Exceptions to Discharge; Types of Debt Excepted; Taxes; Late or Unfiled Return.

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Consumer opinion summary, case decided on September 27, 2024 , LexisNexis #1224-036

Narine, In re--Narine v. United States

Ruling
Claim for unpaid taxes to the United States was nondischargeable as debtor failed to explainhow she missed reporting a large portion of her 2017 income. (Bankr. E.D.N.Y.)
Issue(s)
Exceptions to Discharge; Types of Debt Excepted; Taxes; Fraud or Evasion.

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Consumer opinion summary, case decided on June 11, 2024 , LexisNexis #0824-033

Acuna, In re--Acuna v. Ill. Dep't of Revenue

Ruling
Debtor's unpaid income tax for a taxable year ending on or before the petition date and lastdue before the petition date was nondischargeable. (Bankr. W.D. Wis.)
Issue(s)
Exceptions to Discharge; Types of Debt Excepted; Taxes; Tax Period and Type.

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Consumer opinion summary, case decided on October 11, 2022 , LexisNexis #1222-081

Fernandez, In re--Fernandez v. IRS

Ruling
Debtor's tax debt was dischargeable where debtor's initial failure to pay his taxes was theresult of a mistake, the debtor dealt with the IRS in good faith, and the debtor did not attemptto conceal assets. (Bankr. M.D. Fla.)
Issue(s)
Exceptions to Discharge; Types of Debt Excepted; Taxes; Fraud or Evasion.

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Consumer opinion summary, case decided on August 23, 2022 , LexisNexis #1022-084

Golden, In re--Golden v. United States (IRS

Ruling
Debtors' 2008 late tax return qualified as a return for dischargeability purposes. (Bankr. E.D.Cal.)
Issue(s)
Exceptions to Discharge; Types of Debt Excepted; Taxes; Late or Unfiled Return.

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Consumer opinion summary, case decided on April 27, 2022 , LexisNexis #0622-084

Berkovich, In re--Berkovich v. Cal. Franchise Tax Bd.

Ruling
Debtor's tax debt was not discharged as the debtor failed to file a required "return, orequivalent report or notice" as required by state law. (9th Cir.)
Issue(s)
Exceptions to Discharge; Types of Debt Excepted; Taxes; Late or Unfiled Return.

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:
Judge or Jurisdiction information not available
Consumer opinion summary, case decided on October 04, 2021 , LexisNexis #1221-006

Tallis, In re--United States (IRS v. Tallis

Ruling
Debt was excepted from discharge as debtor "willfully attempted" to evade or defeat paymentof his taxes. (Bankr. N.D. Tex.)
Issue(s)
Exceptions to Discharge; Types of Debt Excepted; Taxes; Fraud or Evasion.

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Consumer opinion summary, case decided on September 09, 2021 , LexisNexis #1121-011

Sienega, In re--Sienega v. Cal. Franchise Tax Bd.

Ruling
Chapter 7 debtor's tax debts were nondischargeable where he did not file "formal" state taxreturns and faxes sent to the State Franchise Tax Board were not signed and did not state thatthey were submitted under penalty of perjury. (B.A.P. 9th Cir.)
Issue(s)
Exceptions to Discharge; Types of Debt Excepted; Taxes; Late or Unfiled Return.

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Court :
Judge or Jurisdiction information not available
Consumer opinion summary, case decided on October 05, 2020 , LexisNexis #1120-85