Legal Opinion

Simpson v. Burkart (In Re Simpson)

United States Bankruptcy Appellate Panel for the Ninth Circuit

Decided March 8, 2007No. BAP No. EC-06-1198-DMoPa. Bankruptcy No. 05-31811PublishedCited by 7 opinions

1Opinion of the Court

OPINION

DUNN, Bankruptcy Judge.

The debtor, Bruce Edward Howard Simpson (“the debtor”), appeals the bankruptcy court’s order sustaining the trustee’s objection to the debtor’s claimed exemptions in an annuity contract under Cal. Code Civ. Proc. (“C.C.P.”) §§ 704.100 and 704.115. For the reasons set forth below, we AFFIRM.

I. FACTS

A. The Keyport Annuity

The facts are undisputed. On or about July 4, 2005 (but effective June 30, 2005), the debtor purchased a single-premium annuity contract, known as the Keyport Index Multipoint Annuity (the “Keyport Annuity” or “annuity contract”), from Sun Life…

2Cases cited17 opinions

  1. Anderson v. City of Bessemer CitySupreme Court of the United States · 1985
  2. United States v. Sakhawat Ullah, Jr., United States of America v. Mary Katherine Gosho-KimCourt of Appeals for the Ninth Circuit · 1992
  3. Wall Street Plaza v. JSJF Corp. (In Re JSJF Corp.)United States Bankruptcy Appellate Panel for the Ninth Circuit · 2006
  4. Yaesu Electronics Corp. v. TamuraCalifornia Court of Appeal · 1994
  5. In Re Edith Bloom, M.D., Debtor. Edith Bloom, M.D. v. Gilbert Robinson, Chapter 7 TrusteeCourt of Appeals for the Ninth Circuit · 1988

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3Cited by7 opinions

  1. Simson v. Burkart (In Re Simpson)Court of Appeals for the Ninth Circuit · 2009
  2. In re: Robert A. Alexander and Gloria J. AlexanderUnited States Bankruptcy Appellate Panel for the Ninth Circuit · 2012
  3. In Re CrowlUnited States Bankruptcy Court, N.D. Oklahoma · 2009
  4. Running v. Miller (In re Miller)United States Bankruptcy Appellate Panel for the Eighth Circuit · 2013
  5. In re: Anna StahlUnited States Bankruptcy Appellate Panel for the Ninth Circuit · 2021

2 more not listed; retrieve them via the Exa API.

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