Thomas v. United States (In Re Thomas)

United States Court of Appeals Fifth Circuit F I L E D In the March 1, 2007 United States Court of Appeals Charles R. Fulbruge III for the Fifth Circuit Clerk _______________ m 06-20115 _______________ IN THE MATTER OF: DONALD RAY THOMAS AND PAMELA JEAN PIPKINS-THOMAS, Debtors. DONALD RAY THOMAS AND PAMELA JEAN PIPKINS-THOMAS, Appellants, VERSUS UNITED STATES OF AMERICA, Appellee. *************** _______________ m 06-20777 _______________ IN THE MATTER OF: DONALD RAY THOMAS, SR. AND PAMELA JEAN PIPKINS-THOMAS, Debtors. DAVID W. BARRY, DONALD RAY THOMAS, SR.; PAMELA JEAN PIPKINS-THOMAS, Appellants, VERSUS UNITED STATES OF AMERICA INTERNAL REVENUE SERVICE; UNITED STATES OF AMERICA, Appellees. _________________________ Appeals from the United States District Court for the Southern District of Texas m 4:05-CV-3322 __________________________ 2 Before SMITH, BARKSDALE, and DENNIS, chapter 13 plan summary showing an IRS pri- Circuit Judges. ority unsecured claim of $5,000 and providing for payment of that amount to the IRS. JERRY E. SMITH, Circuit Judge:* On January 13, 2004, debtors’ chapter 13 Through these two consolidated appeals, plan was confirmed. The IRS was provided chapter 13 debtors Donald Thomas and Pam- timely notice of all the proceedings, and an ela Pipkins-Thomas challenge two district IRS representative was present at the confir- court affirmances of bankruptcy court rulings mation hearing and did not object.1 allowing a late-filed IRS proof of claim as an amendment to an earlier claim and vacating the On February 2, 2004, debtors filed a proof confirmation of a chapter 13 plan. Their coun- of claim for $5,000 on behalf of the IRS. Bar- sel throughout the bankruptcy process, David ry later admitted that he intentionally had Barry, appeals the district court’s affirmance failed to list details about the claim so that it of sanctions levied against him by the would appear ambiguous, intending to avoid bankruptcy court. Because the district court disclosure of the tax period, time, and amount. correctly dismissed debtors’ first appeal, and the bankruptcy court did not abuse its dis- On December 21, 2004, months after the cretion by vacating the plan or imposing sanc- deadline for filing government proofs of claim, tions, we affirm. the IRS filed a proof of claim showing an un- secured nonpriority claim of $5,524.47 and an I. unsecured priority claim of $29,724.20. In May 2003, the IRS informed debtors that Debtors filed an objection to the claim, alleg- their 2001 tax return had been selected for au- ing that it had not been filed timely, and filed dit. In September 2003, the IRS issued debt- an unopposed motion to sever the issue of the ors a notice of deficiency for $27,109 in addi- timeliness of the IRS’s claims. tional taxes and a $5,421.80 penalty; debtors did not challenge this notice in Tax Court. On April 13, 2005, the bankruptcy court granted the motion and ruled that the IRS’s On October 1, 2003, debtors filed a chapter proof of claim was a valid amendment to 13 petition listing the IRS as a creditor. On debtors’ proof of claim filed on the IRS’s be- October 20, 2003, debtors filed a sworn bank- half. The court noted that debtors’ proof of ruptcy schedule listing a priority unsecured claim had intentionally made the tax claim am- claim on behalf of the IRS for $20,000; the biguous, despite debtors’ knowledge of the schedule did not indicate that the claim was source of the claim. The April order specified disputed, liquidated, or contingent. On De- that it was a “final order on the severed matter cember 16, 2003, debtors filed an amended 1 The IRS did not object at the confirmation * hearing or in response to notices of the debtors’ Pursuant to 5TH CIR. R. 47.5, the court has determined that this opinion should not be pub- filings. In a case without an admission of affirma- lished and is not precedent except under the limited tive misrepresentation and fraud on the court, we circumstances set forth in 5TH CIR. R. 47.5.4. might not be sympathetic to a creditor that sat on its rights. 3 that is adjudicated by this order.” claim that the September order was entered into only to have a final order from which to On September 13, 2005, the bankruptcy appeal, that assertion is belied by the face of court signed the parties’ “Agreed Order Deny- the order: There is no language suggesting ing Debtors’ Objection to IRS Claim.” The that any rights were preserved for appeal or order stated that “The IRS Proof of Claim that there is any remaining controversy. The dated August 24, 2005, in the amount of debtors cite no cases in which courts have $34,822.67 is correct and ALLOWED as filed heard appeals on the underlying merits of is- . . . . Debtors’ objection to IRS Claim is DE- sues stipulated in agreed judgments, nor have NIED.” This order is signed by Barry as debt- debtors explained how they are aggrieved by a ors’ attorney and is marked “with permission” judgment to which they agreed as to sub- and “[a]greed as to form and substance.” stance. Debtors are estopped from appealing the September order. Debtors appealed to the district court, which dismissed the appeal with prejudice. Any claims the debtors may have had re- Meanwhile, the bankruptcy court held hearings garding the April order have been rendered to determine whether Barry and debtors had moot by the September order, which ratified intentionally filed vague, misleading, and false the bankruptcy court’s April rulings. Because documents. The court concluded that the the debtors have no right to appeal from an or- bankruptcy schedules and proof of claim pre- der to which they agreed, the district court sented intentionally false statements and were correctlydismissed their appeal with prejudice. designed to mislead the court. The court va- cated the plan confirmation and levied sanc- III. tions on Barry. The district court affirmed Debtors appeal the bankruptcy court’s or- both these decisions. der vacating the confirmed chapter 13 plan. They argue that the court had no authority to II. vacate the plan sua sponte 761 days after the Debtors appeal the bankruptcy court’s deci- confirmation order was entered because, ac- sion to allow the IRS’s late-filed proof of cording to the terms of the Bankruptcy Code, claim as an amendment to the earlier proof of a confirmed chapter 13 plan can be revoked claim filed by debtors. Although that order only if a party in interest makes a request with- was entered on April 13, 2005, debtors did not in 180 days.3 file a notice of appeal until after they had signed the September 13, 2005, Agreed Order. 2 (...continued) A party cannot appeal a judgment to which cause.”). he has consented.2 Although debtors now 3 The Bankruptcy Code provides a statutory method of revoking a confirmation order in cases of fraud: 2 Swift & Co. v. United States, 276 U.S. 311, 323-24 (1928) (“[A] decree, which appears by the On request of a party in interest at any time record to have been rendered by consent is always within 180 days after the date of the entry of an affirmed, without considering the merits of the order of confirmation under section 1325 of this (continued...) (continued...) 4 “Bankruptcy Courts are courts of equity,” On review, we first reversed the lower court’s Nikoloutsos v. Nikoloutsos (In re Nikoloutsos), findings that the proof of claim was not timely. 199 F.3d 233, 236 (5th Cir. 2000), and “a Nikoloutsos, 199 F.3d at 236. We then found court of equity is enabled to frustrate fraud that the debtor had obtained a chapter 13 con- and work complete justice.” Tex. Co. v. Mil- firmation through “a materially false ler, 165 F.2d 111, 116 (5th Cir. 1947). The representation which was either known by him Bankruptcy Code grants broad statutory pow- to be false or made with reckless disregard for er to bankruptcy courts: the truth.” Id. at 238. We remanded with instruction to the bankruptcy court to “vacate The court may issue any order, process, its order confirming the chapter 13 plan.” Id. or judgment that is necessary or appropri- ate to carry out the provisions of this title. The facts of this case are strikingly similar No provision of this title providing for the to those in Nikoloutsos. Debtors, through raising of an issue by a party in interest their counsel, intentionally misrepresented shall be construed to preclude the court their debt to the IRS in their chapter 13 filings from, sua sponte, taking any action or mak- and, by their fraud, obtained a confirmed chap- ing any determination necessary or appro- ter 13 plan. On these facts, it was well within priate to enforce or implement court orders the equitable authority of the bankruptcy court or rules, or to prevent an abuse of process. to vacate debtors’ confirmed chapter 13 plan, just as we instructed in Nikoloutsos. 11 U.S.C. § 105(a). From the face of the stat- ute, the fact that the Bankruptcy Code may al- Additionally, debtors cannot claim that the low parties in interest to request revocation of vacatur of the plan has deprived them of any a confirmed plan does not prevent the court right to which they are entitled.4 The bank- from taking the action sua sponte. ruptcy court’s order provided the debtors an opportunity to file an amended plan, and coun- In Nikoloutsos, this court considered a case sel at argument admitted that a new chapter 13 in which a debtor owed a $800,000 personal plan has been confirmed with the sole injury judgment that he did not appeal. He alteration that the entire debt to the IRS is in- filed a chapter 13 petition despite the fact that cluded. Debtors have no right to the discharge chapter 13 is not available to debtors with over of a debt that is included in their plan only $250,000 in debts. See 11 U.S.C. § 109(e). through fraudulent and misleading filings with He also listed his debt to the judgment creditor the bankruptcy court. That court need not aid as zero. When the judgment creditor objected, and abet debtors’ fraud. the bankruptcy and district courts found that she had failed to file a timely proof of claim. 3 4 (...continued) See, e.g., Meyer v. Lenox (In re Lenox), 902 title, and after notice and a hearing, the court F.2d 737, 739-40 (9th Cir. 1990) (“[B]ankruptcy may revoke such order if such order was pro- courts, as courts of equity, have the power to re- cured by fraud. consider, modify or vacate their previous orders so long as no intervening rights have become vested in 11 U.S.C. § 1330(a). reliance on the orders.”). 5 IV. See, e.g., 11 U.S.C. § 1325(a)(3). Barry Barry appeals sanctions. We review the im- signed documents containing intentional mis- position of sanctions under Federal Rule of representations in an attempt to abuse the Bankruptcy Procedure 9011 for abuse of dis- bankruptcy process by discharging debts his cretion. Krim v. First City Bancorporation clients could not challenge in good faith. Inc. (In re First City Bancorporation Inc.), Strong sanctions are necessary to deter this 282 F.3d 864, 867 (5th Cir. 2002) (per cur- type of behavior. iam). The judgment of the district court, affirm- The bankruptcy court found the following: ing the decisions of the bankruptcy court, is AFFIRMED. Because Counsel has prepared, signed, and filed a false petition, an improper chapter 13 plan summary and chapter 13 plan, an objection to claim and related memoranda without factual or legal basis, and a proof of claim and has advocated all of those for improper purpose and knowing that they were factually incorrect, the Court con- cludes that counsel has violated FRBP 9011(b). These are factual findings that we review for clear error, and Barry has provided no basis for disturbing them. The bankruptcy court imposed three sanc- tions. First, because Barry in open court twice refused to recognize a duty of candor, the court imposed ethics instruction. Second, be- cause making a false representation in a bank- ruptcy proceeding is a federal crime under 18 U.S.C. § 157(3), the court forwarded the memorandum opinion to the appropriate Unit- ed States Attorney. Third, under authority of Canon 3(B)(3) of the Code of Conduct for United States Judges, the court forwarded a copy of the opinion to the State Bar of Texas. Although these sanctions are strong, they are not an abuse of discretion. Bankruptcy courts are courts of equity and rely on the good faith of parties to function efficiently. 6