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§ 707(b)(2)(B)

Koopmans, In re

Ruling
Debtor was not permitted to claim a housing adjustment as a special circumstance as thedebtor did not give a credible explanation as to why her only reasonable rental option was onethat cost more than what was allotted under the IRS's guidelines. (Bankr. M.D. Fla.)
Issue(s)
Dismissal of a Case or Conversion to a Case Under Chapter 11 or 13; Substantial

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Consumer opinion summary, case decided on November 09, 2020 , LexisNexis #1220-093

Groth, In re

Ruling
Trustee's objection to confirmation sustained where debtor's homeowners' association dueswere not justified by special circumstances and her lack of a reasonable alternative to payingthose dues did not allow her to deduct them. (Bankr. E.D. Wis.)
Issue(s)
Dismissal of a Case or Conversion to a Case Under Chapter 11 or 13; Substantial Abuse; Presumption of Abuse; Rebuttal of Presumption.

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Consumer opinion summary, case decided on July 25, 2018 , LexisNexis #0918-019

In re Mittelstaedt

Ruling
Decrease in income when debtor quit job and spouse retired was not a "special circumstance" that would prevent dismissal for abuse.
Issue(s)
Did debtor's spouse's decision to retire and debtor's decision to leave job and move to Florida constitute "special circumstances" that would rebut the presumption of abuse and prevent dismissal of debtor's bankruptcy case?

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Consumer opinion summary, case decided on February 28, 2014 , LexisNexis #0314-127

In re Bradley

Ruling
Student loan debt could constitute "special circumstances" to rebut presumption of abuse.
Issue(s)
Could debtors cite student loan obligations as "special circumstances" in order to rebut the presumption of abuse.

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Consumer opinion summary, case decided on August 30, 2013 , LexisNexis #0913-125

In re Moose

Ruling
Civil Service Retirement System pension could not be deducted as "special circumstance and was required to be included in current monthly income calculation.
Procedural posture

This matter came before the court for a hearing on debtors' motion to strike presumption of abuse.

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Consumer opinion summary, case decided on March 20, 2012 , LexisNexis #0412-057

In re Johnson

Ruling
Student loans were not special circumstances but could be separately classified under chapter 13 plan without discriminating against unsecured creditors.
Procedural posture

Chapter 13 debtor sought to pay her student loans in full while paying less than 100 percent to other unsecured creditors. The trustee objected to confirmation of the plan for failing to allocate all of her disposable income toward the repayment of unsecured creditors. Debtor sought to deduct $641 per month for her student loans as a special circumstance under 11 U.S.C.S. § 707(b)(2)(B), under 11 U.S.C.S. § 1325(b)(1)(B).

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Consumer opinion summary, case decided on March 11, 2011 , LexisNexis #0411-061

In re Schley

Ruling
Debtor spouse's seasonal employment as teacher did not qualify as "special circumstances" or justify adjustment to projected disposable income calculation.
Procedural posture

Debtors, a married couple, proposed a chapter 13 plan under which they had adjusted their projected disposal income to reflect the fact that the wife was a school system employee who received a salary for only nine months of the year. The chapter 13 trustee objected to confirmation on that basis. At issue was the facts constituted "special circumstances" for purposes of 11 U.S.C.S. § 707(b)(2)(B).

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Consumer opinion summary, case decided on August 22, 2008 , LexisNexis #0908-086

In re Zabringer

Ruling
Student loan payments were not "special circumstances" that could be deducted from projected disposable income calculation.
Procedural posture

A trustee objected to confirmation of a debtor's amended chapter 13 plan on the ground that it did not provide for all of the debtor's projected disposable income, pursuant to 11 U.S.C.S. § 1325(b)(1)(B).

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Consumer opinion summary, case decided on May 30, 2008 , LexisNexis #0708-086

In re Parulan

Ruling
Loss of overtime did not constitute a special circumstance that would warrant an adjustmet to debtor's disposable income.
Procedural posture

A trustee in a bankruptcy case objected to confirmation of the bankruptcy debtor's plan on the ground that the plan failed to apply all of the debtor's projected disposable income to payment of unsecured claims. The debtor asserted that special circumstances based on loss of overtime work warranted an adjustment to disposable income under 11 U.S.C.S. § 707(b)(2)(B).

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Consumer opinion summary, case decided on April 22, 2008 , LexisNexis #0608-086

In re Crego

Ruling
Debtors could claim expenses of maintaining separate households as "special circumstances."
Procedural posture

Debtors, a husband and wife, filed a joint petition under chapter 7 of the Bankruptcy Code but converted their case to one under chapter 13 after the United States Trustee moved to dismiss their case as an abuse of the provisions of chapter 7. A chapter 13 trustee was appointed to represent the bankruptcy estate, and he filed an objection to the debtors' chapter 13 plan.

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Consumer opinion summary, case decided on April 02, 2008 , LexisNexis #0408-119