Cindy G. Hammond

CourtUnited States Bankruptcy Court, E.D. Wisconsin
DecidedJanuary 21, 2025
Docket24-20428
StatusUnknown

This text of Cindy G. Hammond (Cindy G. Hammond) is published on Counsel Stack Legal Research, covering United States Bankruptcy Court, E.D. Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cindy G. Hammond, (Wis. 2025).

Opinion

Bh fy, Ms □□ So Ordered. Dated: January 21, 2025 Wl. A——~ . Michael Halfenger Chief United States} Bankruptcy Judge

UNITED STATES BANKRUPTCY COURT FOR THE EASTERN DISTRICT OF WISCONSIN

In re: Cindy G. Hammond, Case No. 24-20428-gmh Chapter 13 Debtor.

OPINION AND ORDER

The trustee contends that the debtor’s debt-adjustment plan must pay holders of secured claims interest calculated from the petition date. This opinion concludes otherwise. The debtor commenced this chapter 13 case on January 31, 2024. About nine months later she amended her plan to address an objection filed by Marine Credit Union, which holds an allowed claim fully secured by the debtor’s principal residence. The amended plan provides that the trustee will pay Marine’s claim in full plus 15% interest on the amount that was not past due as of the petition date. ECF No. 75, at 2. The plan also provides that the trustee will pay Wollemi Acquisitions, LLC (the holder of an allowed claim fully secured by the debtor's vehicle) the entire amount of its claim

plus 9.5% interest. ECF No. 2, at 4; Claim No. 10-1. Both secured creditors have accepted the amended plan. The trustee, however, objects to confirmation of that plan. The sole remaining ground for that objection is the trustee’s contention that the debtor’s payments to the trustee are insufficient to fund the plan’s distributions to creditors. Counsel for the trustee explained at a hearing that the trustee’s objection rises and falls on whether the plan pays interest on the secured claims from the petition date, as the trustee contends, or from the confirmation date, as the debtor argues.1 The debtor’s case has proceeded for almost a year, so if the plan is understood to pay interest on the secured claims starting at the petition date, then the plan is not confirmable because it does not require the debtor to submit sufficient funds to the trustee to make required distributions to creditors. See §§1322(a)(1) & 1325(a)(1).2 The parties agree that the plan’s terms do not specify the date on which the trustee should begin calculating interest. They also agree that the plan should be read to provide for interest in the manner required §1325(a)(5)(B)(ii) (even though Marine’s and Wollemi’s acceptance of the plan makes compliance with that subsection unnecessary for confirmation purposes, see §1325(a)(5)(A)). Case No. 24-20838, ECF Nos. 58–59. II Section 1325(a)(5)(B)(ii)’s text resolves the parties’ dispute. When §1325(a)(5)(B)(ii) applies, it requires the debtor to show that “the value, as of the effective date of the plan, of property to be distributed under the plan on account of such [allowed secured] claim is not less than the allowed amount of such claim”. The answer to the parties’ dispute over whether the plan must pay interest on secured

1. At the hearing, counsel for both parties referred the court to letter briefs on this issue filed in In re Rhodes, No. 24-20838, ECF Nos. 58–59 (Bankr. E.D. Wis.), and adopted those briefs in support of their positions in this case. 2. All statutory citations are to title 11 of the United States Code. claims starting from the petition date or the plan’s effective date (typically, the confirmation date) lies in the provision’s formulaic inquiry—is (x), the value, as of the effective date of the plan, of future distributions to creditors, not less than (y), the allowed amount of the secured claim? A The first part of §1325(a)(5)(B)(ii)’s inquiry calls for a determination of “the value, as of the effective date of the plan” of the plan’s distributions to holders of allowed secured claims. “[V]alue, as of the effective date of the plan”, is a phrase the Bankruptcy Code employs repeatedly in its reorganization chapters and has a well-established meaning. See §1325(a)(4), (a)(5)(B)(ii), & (b)(1)(A); see also §1129(a)(7), (a)(9)(B) & (C), (a)(15); §1225(a)(4), (a)(5)(B)(ii) & (b)(1)(A). It requires determining the present value of the plan’s future distributions as of the plan’s effective date. Assocs. Com. Corp. v. Rash, 520 U.S. 953, 962 (1997). Determining the present value of those future distributions requires accounting for the time value of money—the principle that money received today is generally more beneficial than money received tomorrow—by discounting the value of future distributions to the plan’s effective date. Till v. SCS Credit Corp., 541 U.S. 465, 486–87 (2004) (“The requirement that the ‘value’ of the property to be distributed be determined ‘as of the effective date of the plan’ incorporates the principle of the time value of money.”) (Thomas, J., concurring); see also id. at 473–74 (Stevens, J.). Section 1325(a)(5)(B)(ii)’s plain text applies the present-value principle only to determine the value of future distributions to the creditor, not to determine the “allowed amount” of the creditor’s secured claim. Thus, a plan that pays a creditor the full allowed amount of its secured claim on the plan’s effective date need not pay more to comply with §1325(a)(5)(B)(ii), because, in that case, there are no future distributions to be discounted.3 See Till, 541 U.S. at 474 (Stevens, J.). Most chapter 13 plans do not pay allowed secured claims in full on their effective date. Plans typically provide that the trustee will pay those claims through installment distributions over the plan term. To satisfy §1325(a)(5)(B)(ii), a debtor must show that when discounted back to the effective date of the plan, those installment distributions have a value that is not less than the allowed amount of the secured claim. Rake v. Wade, 508 U.S. 464, 472 n.8 (1993). The plan can satisfy the need to discount the value of future distributions by paying total distributions equaling the amount of the allowed claim plus interest on those distributions at an appropriate discount rate—colloquially known (and referred to here) as “Till interest”: When a claim is paid off pursuant to a stream of future payments, a creditor receives the “present value” of its claim only if the total amount of the deferred payments includes the amount of the underlying claim plus an appropriate amount of interest to compensate the creditor for the decreased value of the claim caused by the delayed payments. This generally involves a determination of an appropriate discount rate and a discounting of the stream of deferred payments back to the present dollar value of the claim at confirmation. Id. (citing 5 Collier on Bankruptcy ¶1325.06[4][b][iii][B] (15th ed. 1993)) (emphasis added).

3. By requiring plans to distribute property whose present value on the plan’s effective date equals the allowed amounts of secured claims, §1325(a)(5)(B)(ii) puts holders of allowed secured claims paid through the plan in a similar financial position as they would be in if the debtor surrendered the collateral to obtain confirmation under §1325(a)(5)(C):

The purpose of the present value requirement is to place the holder of an allowed secured claim in the same position economically as if the debtor exercised the option of surrendering the collateral. Through the payment of interest, the creditor is compensated for the delay in receiving the amount of the allowed secured claim, which would be received in full immediately upon confirmation if the collateral were liquidated.

8 Collier on Bankruptcy ¶1325.06[3][b][iii][B] (16th ed. 2024), LexisNexis. As should now be clear, Till interest need run only from the effective date of the plan, because §1325(a)(5)(B)(ii)’s text only requires the debtor to demonstrate that as of that date the value of the plan’s future distributions is no less than the amount of the allowed secured claim.

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