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§ 523(a)(1)(B)

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

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

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

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

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

Ruling
Bankruptcy court properly granted summary judgment in favor of the California FranchiseTax Board, finding that debtor's state tax debts for the relevant tax years were excepted fromdischarge. (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 #1120-84

McCoy, In re--McCoy v. Miss. Dep't of Revenue

Ruling
Debtor's motion to discharge unpaid state income taxes was dismissed as her tax liabilitieswere previously excepted from discharge by the bankruptcy court. (Bankr. S.D. Miss.)
Issue(s)
Exceptions to Discharge; Types of Debt Excepted; Taxes; Late or Unfiled Return.

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Consumer opinion summary, case decided on February 03, 2020 , LexisNexis #0320-034

Berkovich, In re

Ruling
Debtor's liabilities to state franchise tax board were not discharged due to failure to filerequired report or notice. (Bankr. C.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 January 23, 2020 , LexisNexis #0320-007

Widick, In re

Ruling
IRS could collect post-petition interest on tax debt paid through the debtor’s chapter 13plan. (Bankr. D. Neb.)
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 10, 2019 , LexisNexis #1119-005

DeFreze, In re

Ruling
Court held that taxes were nondischargeable where debtor's late-filed amended income tax return was not an honest and reasonable effort to comply with tax law. (Bankr. W.D.N.Y.)
Issue(s)
Exceptions to Discharge; Types of Debt Excepted; Taxes; Late or Unfiled Return.

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Consumer opinion summary, case decided on August 29, 2018 , LexisNexis #1018-042