Mirch v. United States

CourtDistrict Court, S.D. California
DecidedFebruary 6, 2025
Docket3:24-cv-00721
StatusUnknown

This text of Mirch v. United States (Mirch v. United States) is published on Counsel Stack Legal Research, covering District Court, S.D. California primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mirch v. United States, (S.D. Cal. 2025).

Opinion

1 2 3 4 5 6 UNITED STATES DISTRICT COURT 7 SOUTHERN DISTRICT OF CALIFORNIA 8 9 KEVIN J. MIRCH and MARIE C. Case No.: 3:24-CV-721 TWR (DDL) MIRCH, 10 ORDER GRANTING DEFENDANT’S Plaintiffs, 11 MOTION TO DISMISS AND v. DISMISSING WITH PREJUDICE 12 PLAINTIFFS’ FIRST AMENDED UNITED STATES OF AMERICA, 13 COMPLAINT Defendant. 14 (ECF No. 6) 15 16 Presently before the Court is Defendant United States of America’s Motion to 17 Dismiss Plaintiffs’ First Amended Complaint, (“Mot.,” ECF No. 6), as well as Plaintiffs 18 Kevin J. Mirch and Marie C. Mirch’s Response in Opposition to (“Opp’n,” ECF No. 9) 19 and Defendant’s Reply in Support of (“Reply,” ECF No. 10) the Motion. On January 30, 20 2025, the Court held a hearing on the Motion. (See ECF No. 16.) Having carefully 21 considered the Plaintiffs’ First Amended Complaint (“FAC,” ECF No. 5), the Parties’ 22 arguments, and the relevant law, the Court GRANTS Defendant’s Motion to Dismiss and 23 DISMISSES WITH PREJUDICE Plaintiffs’ First Amended Complaint as follows. 24 BACKGROUND 25 Plaintiffs Kevin J. Mirch and Marie C. Mirch are attorneys who have represented 26 taxpayers against the Internal Revenue Service (“IRS”) in civil and criminal tax cases. 27 (FAC ¶¶ 13, 15.) Specifically, Plaintiffs served as trial counsel in two criminal tax cases 28 tried in Nevada: U.S. v. Rutherford in 2004 and U.S. v. Forsythe in 2007. (Id. ¶¶ 17, 22, 1 28.) Plaintiffs allege that they were targeted by the IRS in retaliation for these legal 2 representations. (Id. ¶ 15.) In the years following James Forsythe’s acquittal on November 3 1, 2007, (id. ¶ 46), Plaintiffs allege that they “have been subjected to relentless regulatory 4 scrutiny, including, but not limited to IRS audits, assessments, [notices of federal tax liens,] 5 and levies.” (Id. ¶ 47.) 6 The majority of Plaintiffs’ allegations stem from tax years 2006, 2007, and 2008. 7 (See generally id.) On July 20, 2006, Defendant began an audit of Plaintiffs’ 2004 federal 8 income tax return, which was later closed on February 11, 2011, without adjustment or 9 assessment. (Id. ¶ 37.) On September 27, 2007, Defendant began an audit of Plaintiffs’ 10 2006 federal income tax returns, (id. ¶ 15), despite Plaintiffs having received an extension 11 to file their 2006 tax return until October 15, 2007. (Id. ¶ 41.) On September 18, 2008, 12 Defendant began an audit of Plaintiffs’ 2007 income tax return. (Id. ¶ 71.) During these 13 years, Plaintiffs allege that they overpaid their taxes, (id. ¶¶ 51, 61, 62), various IRS audits 14 did not result in any adjustments or additional assessments, (id. ¶¶ 49, 57, 82, 91), and 15 Defendant subsequently imposed unlawful penalties as a negotiating strategy to offset 16 refunds due to Plaintiffs. (Id. ¶¶ 96, 103, 256, 305(D), 305(R).) Plaintiffs also allege that 17 on January 6, 2010, Defendant issued a levy without first lawfully serving Plaintiffs with 18 a notice of assessment, demand for payment, notice of federal tax lien, notice of intent to 19 levy, or a Collection Due Process taxpayer rights letter. (Id. ¶¶ 87–88.) Further, Plaintiffs 20 allege that Defendant retaliated against Plaintiffs from 2010 to 2020 by assessing various 21 payroll tax liens and penalty tax liens. (Id. ¶¶ 98, 99, 100, 130, 131, 133, 148, 149, 156, 22 159, 252, 253, 257, 269, 283). Collectively, Plaintiffs allege that these actions demonstrate 23 that “Defendant intentionally assessed penalties on income and payroll tax amounts it knew 24 were not due.” (Id. ¶ 70.) 25 On June 28, 2011, Plaintiffs filed a Petition with the United States Tax Court in 26 which they disputed the assessment of Federal income tax deficiencies against them from 27 2004 to 2008 and alleged that Defendant did not properly mail them the required Statutory 28 Notice of Deficiency (“SNOD”). See Mirch et al. v. Comm’r, Case No. 15305-11 at 3 (Jan. 1 7, 2013); (see also FAC ¶ 120.) The Tax Court dismissed Plaintiffs’ petition on January 2 7, 2013, finding that the court lacked jurisdiction over the petition, the petition was time 3 barred, the IRS did in fact deliver the SNOD that Plaintiffs claimed not to have received, 4 and Plaintiffs did not timely file a petition contesting the determinations in the SNOD. See 5 Mirch, Case No. 15305-11 at 4. On appeal, the Ninth Circuit affirmed the decision of the 6 United States Tax Court. See Mirch v. Comm’r, 604 F. App’x 564, 565 (9th Cir. 2015). 7 Plaintiffs later filed1 another petition with the United States Tax Court, alleging that 8 the IRS’s Notice of Determination upholding notices of federal tax liens filed for tax years 9 2004, 2006, and 2008 violated their Collection Due Process rights. See Mirch et al. v. 10 Comm’r, Case No. 16277-16L at 1 (June 16, 2023). On June 16, 2023, the Tax Court 11 granted partial summary judgment for the IRS, finding that Plaintiffs were precluded under 12 the doctrine of collateral estoppel from claiming that the June 29, 2010 SNOD was invalid. 13 See id at 7. 14 On April 22, 2024, Plaintiffs filed their initial Complaint (“Compl.,” ECF No. 1) 15 against Defendant in the United States District Court for the Southern District of California, 16 alleging two violations of 26 U.S.C. § 7433. (See generally Compl.) On July 23, 2024, 17 before Defendant had answered the Complaint, Plaintiffs filed their operative First 18 Amended Complaint, realleging two causes of action under Section 7433. (See generally 19 FAC.) On August 6, 2024, Defendant filed the instant Motion. (See generally Mot.) On 20 September 20, 2024, Defendant filed its Response, (see generally ECF No. 9), and on 21 October 21, 2024, Plaintiffs filed their Reply. (See generally ECF No. 10). 22 LEGAL STANDARD 23 A party may challenge the court’s subject matter jurisdiction through a motion filed 24 pursuant to Federal Rule of Civil Procedure 12(b)(1), and the Court must dismiss the action 25 when “the court determines at any time that it lacks subject matter jurisdiction.” See Fed. 26

27 1 The Tax Court’s summary judgment opinion, attached to the Motion as Exhibit 3, does not 28 1 R. Civ. P. 12(b)(1), (h)(3); see also White v. Lee, 227 F.3d 1214, 1242 (9th Cir. 2000). 2 Because “[f]ederal courts are courts of limited jurisdiction,” “[i]t is to be presumed that a 3 cause lies outside this limited jurisdiction.” Kokkonen v. Guardian Life Ins. Co. of Am., 4 511 U.S. 375, 377 (1994). Consequently, “the burden of establishing the contrary rests 5 upon the party asserting jurisdiction.” Id. The Court must first determine whether it has 6 jurisdiction and must not reach the merits where jurisdiction is lacking. See Bell v. Hood, 7 327 U.S. 678, 682 (1946); see also Orff v. United States, 358 F.3d 1137, 1149 (9th Cir. 8 2004). 9 “Rule 12(b)(1) jurisdictional attacks can be either facial or factual.” White, 227 F.2d 10 at 1242. “A ‘facial’ attack accepts the truth of the plaintiff’s allegations but asserts that 11 they ‘are insufficient on their face to invoke federal jurisdiction.’” Leite v. Crane Co., 749 12 F.3d 1117, 1121 (9th Cir. 2014) (quoting Safe Air for Everyone v. Meyer, 373 F.3d 1035, 13 1039 (9th Cir. 2004)).

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Mirch v. United States, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mirch-v-united-states-casd-2025.