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§ 522(b)

Lerbakken, In re--Lerbakken v. Sieloff & Assocs., P.A.

Ruling
Bankruptcy court correctly disallowed exemptions from the bankruptcy estate as debtor'sinterests in his ex-wife's IRA and 401(k) were not retirement funds. (8th Cir.)
Issue(s)
Exemptions; Choice Between Federal and State Law.

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Judge or Jurisdiction information not available
Consumer opinion summary, case decided on January 23, 2018 , LexisNexis #0320-081

Smith, In re

Ruling
Individual retirement account debtor received from her mother was not exempt from creditor's claims. (Bankr. C.D. Ill.)
Issue(s)
Exemptions; Choice Between Federal and State Law; Alternative Exemptions; Retirement Funds.

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Consumer opinion summary, case decided on January 19, 2018 , LexisNexis #0218-097

Kern, In re

Ruling
Court ruled that merely owning a piece of property in another state and moving somepersonal items into it, with the intent to relocate there at some point in the future, did notsatisfy the prong that the debtors have a "physical presence" in the state. (Bankr. W.D. Va.)
Issue(s)
Exemptions; Choice Between Federal and State Law; Alternative Exemptions.

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Consumer opinion summary, case decided on November 29, 2017 , LexisNexis #0118-011

Drumheller, In re

Ruling
Trustee's objection to claim of exemption for an annuity was premature and moot as thedebtor never transferred the annuity and never borrowed against it. (Bankr. D. Mass.)
Issue(s)
Exemptions; Choice Between Federal and State Law.

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Consumer opinion summary, case decided on October 04, 2017 , LexisNexis #1117-045

Kara, In re

Ruling
Trustee's objection to the debtor's exemption in the inherited IRA denied as the claim ofexemption in the inherited IRA is a valid use of state exemptions. (Bankr. W.D. Tex.)
Issue(s)
Exemptions; Choice Between Federal and State Law; Alternative Exemptions.

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Consumer opinion summary, case decided on July 13, 2017 , LexisNexis #0817-070

In re Felix

Ruling
Trustee's objection to homestead exemption sustained as debtors' change in housing planswas a tactic to shield a valuable asset, rather than a valid assertion of domicile. (Bankr. S.D.Ohio)
Issue(s)
Exemptions; Choice Between Federal and State Law; Alternative Exemptions; Property Exempt Under Federal, State or Local Law.

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Consumer opinion summary, case decided on January 23, 2017 , LexisNexis #0217-083

1910 Partners, In re--1910 Partners v. Ass'n of Apt. Owners of Canterbury Place

Ruling
Debtors were not entitled to claim federal exemptions as during the relevant 180-day period of their petition, debtors where domiciled in North Dakota.
Issue(s)
Exemptions; Choice Between Federal and State Law; Alternative Exemptions; Property Exempt Under Federal, State or Local Law

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Commercial opinion summary, case decided on January 10, 2017 , LexisNexis #0218-071

In re Buckley

Ruling
Claim of exemption of real property allowed as the exemption survived the death of debtor'snon-filing cotenant spouse. (Bankr. D. Md.)
Issue(s)
Exemptions; Choice Between Federal and State Law; Alternative Exemptions; Interests Held as Tenant by the Entirety or Joint Tenant.

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Consumer opinion summary, case decided on December 29, 2016 , LexisNexis #0217-006

Loventhal v. Edelson

Ruling
Allowance of an exemption for property held by the debtor and her spouse as tennants byentireties granted. (7th Cir.)
Issue(s)
Exemptions; Choice Between Federal and State Law; Alternative Exemptions; Interests Held as Tenant by the Entirety or Joint Tenant.

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Court :
Consumer opinion summary, case decided on December 21, 2016 , LexisNexis #0117-071

In re Harris

Ruling
Debtor could not claim exemption recovered by trustee as a fraudulent conveyance. (Bankr. S.D. Tex.)
Issue(s)
Exemptions; Choice Between Federal and State Law; Alternative Exemptions.

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Consumer opinion summary, case decided on October 20, 2016 , LexisNexis #1116-083