United States Trustee v. McIntire (In Re Sanchez)

446 B.R. 531, 2011 WL 799757
CourtUnited States Bankruptcy Court, D. New Mexico
DecidedFebruary 28, 2011
Docket19-10438
StatusPublished
Cited by5 cases

This text of 446 B.R. 531 (United States Trustee v. McIntire (In Re Sanchez)) is published on Counsel Stack Legal Research, covering United States Bankruptcy Court, D. New Mexico primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
United States Trustee v. McIntire (In Re Sanchez), 446 B.R. 531, 2011 WL 799757 (N.M. 2011).

Opinion

MEMORANDUM OPINION

ROBERT H. JACOBYITZ, Bankruptcy Judge.

THIS MATTER is before the Court following a trial on the merits of these con *534 solidated adversary proceedings. Plaintiff asserts that Defendant Timothy Mclntire d/b/a The Bankruptcy Store, LLC (“Defendant” or Mr. Mclntire) 1 is a bankruptcy petition preparer within the meaning of 11 U.S.C. § 110(a)(1) and that Defendant violated the provisions of 11 U.S.C. § 110 by impermissibly giving legal advice to his clients in connection with preparing their bankruptcy petitions, statements and schedules in exchange for a fee of $395.00. 2 Plaintiff requests the Court to impose fines against Defendant for each violation, assess damages against Defendant for fraudulent, unfair, or deceptive practices, order Defendant to return to the debtors all fees paid in exchange for Defendant’s services, and permanently enjoin Defendant, or any person or entity acting in concert with Defendant, from acting as a bankruptcy petition preparer in accordance with 11 U.S.C. § 110(j)(2)(B) and from soliciting, assisting, advising or providing legal guidance, advice, assistance or consultation of any kind to any person in connection with filing a bankruptcy case whether for a fee or without charge. Alternatively, Plaintiff requests that a preliminary and permanent injunction be issued against Defendant Timothy Mclntire enjoining him or any person acting in concert with Defendant Timothy Mclntire from engaging in any conduct that violates 11 U.S.C. § 110. At the trial held January 25, 2011, Plaintiff appeared through Leonard Martinez-Metzgar. Defendant failed to appear.

After careful consideration of the evidence presented at trial, and being otherwise sufficiently informed, the Court finds that Defendant is a bankruptcy petition preparer as defined under the Bankruptcy Code and that he consistently and imper-missibly engaged in the practice of law in preparing bankruptcy petitions, statements, and schedules for his clients in exchange for a fee. Consequently, the Court will impose fines and order the disgorgement of fees consistent with 11 U.S.C. § 110. The Court will also issue an injunction enjoining Timothy Mclntire, or any person or entity acting in concert with him, from offering a potential bankruptcy debtor any legal advice in violation of 11 U.S.C. § 110(e)(2). However, because there is insufficient evidence before the Court from which the Court can conclude at this stage in the proceedings that an injunction prohibiting further conduct will be insufficient to deter Defendant’s continued violations of 11 U.S.C. § 110, the Court declines at this time to issue an injunction that prohibits Defendant from acting as a bankruptcy petition preparer.

BACKGROUND AND FINDINGS OF FACT

Six former clients who obtained services from the Defendant testified at trial. Plaintiff offered affidavit testimony from a seventh client who was unavailable to testify in person. The testimony of all seven clients was generally the same. The clients got the name of The Bankruptcy Store from the phone book, from an advertisement in a newspaper, or from an advertisement on the internet, and made an appointment. Each client typically had three or four meetings at The Bankruptcy Store. At the first meeting, a cash payment for services was required, and the *535 clients would obtain a questionnaire to take home and complete. 3 At the second meeting, the clients would return the completed questionnaire and bring with them documentation of other bills and income. At the third meeting, Defendant would provide the clients with the completed bankruptcy petition, statements and schedules, and tell the clients to file the paperwork with the Bankruptcy Court. A fourth meeting was sometimes required if corrections were needed based upon paperwork provided by the client at the third meeting.

None of the clients who testified knew the meaning of state or federal exemptions, and none made a conscious decision to elect or claim exemptions under state law rather than under 11 U.S.C. § 522(d). Yet, each of the clients had a completed Schedule C filed in their bankruptcy case which elected and claimed state law exemptions. Further, none of the clients understood the meaning of the presumption of abuse under 11 U.S.C. § 707(b)(2), yet each Form B22A reflected a check in the box indicating that the presumption of abuse did not arise. The clients each paid $395.00 for the services they obtained. Each petition reflects that the name of the bankruptcy petition preparer is “The Bankruptcy Store LLC Tim Mclntire” and bears the signature of Timothy Mclntire. See Exhibits 3, 8, 16, 24, 3, 35, and 40. There is no evidence that Timothy Mcln-tire is a licensed attorney authorized to practice law in the State of New Mexico.

Because the specific circumstances concerning each client who testified were slightly different, the Court will also make separate findings specific to each debtor.

Mary Norfolk

Mary Norfolk testified that she went to The Bankruptcy Store and met with Pamela Brown. At the time Ms. Norfolk filed for bankruptcy, she owned a home that was the subject of a short sale. Ms. Norfolk testified that Ms. Brown advised her to omit her home from Schedule A. The original Schedule A filed in Ms. Norfolk’s bankruptcy case did not reflect any property. At the meeting of creditors, the Chapter 7 trustee determined that Ms. Norfolk did, in fact, still own her home as of the petition date and directed her to file an Amended Schedule A. When Ms. Norfolk failed to timely file an Amended Schedule A, the Chapter 7 Trustee filed a motion to dismiss. Ms. Norfolk eventually obtained an amended Schedule A from Timothy Mclntire at The Bankruptcy Store who charged her an additional $50.00 to complete the Amended Schedule A.

Jolene Dickey

Ms. Dickey sought bankruptcy relief because she was concerned about outstanding state and federal income taxes. Ms. Dickey testified that she met with Timothy Mclntire at The Bankruptcy Store, and that he assured her that her past due taxes would be discharged through the bankruptcy. Mr. Mclntire chose to list Ms. Dickey’s tax liabilities on Schedule F, Non-Priority Unsecured Claims.

Leon Mares

Leon Mares did not testify because he was recovering from surgery at the time of the trial.

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Cite This Page — Counsel Stack

Bluebook (online)
446 B.R. 531, 2011 WL 799757, Counsel Stack Legal Research, https://law.counselstack.com/opinion/united-states-trustee-v-mcintire-in-re-sanchez-nmb-2011.