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Estate of Lisle v. C.I.R

United States Court of Appeals, Fifth Circuit
Feb 7, 2006
431 F.3d 439 (5th Cir. 2006)

Summary

finding no alter ego when there was "only the slimmest evidence" that the debtor used his alleged alter ego's funds for personal purposes

Summary of this case from United States v. Washington

Opinion

Nos. 01-60639 to 01-60642.

November 22, 2005. Rehearing Denied February 7, 2006.

Vester T. Hughes, Jr., Robert Edwin Davis, Hughes Luce, David John Schenck, Jones Day, Dallas, TX, Royal Bernard Martin, Jr., Steven Spencer Brown, Martin, Brown Sullivan, Chicago, IL, for all Appellants.

Joan I. Oppenheimer, Kenneth L. Greene, Steven W. Parks, Tax Div., App. Section, Eileen J. O'Connor, Asst. Atty. Gen., U.S. Dept. of Justice, Charles Casazza, Clerk, U.S. Tax Court, N. John Williams, Jr., IRS, Washington, DC, for Appellee.

Appeals of a Decision of the United States Tax Court.

Before HIGGINBOTHAM and DeMOSS, Circuit Judges.

By quorum.


Upon reconsideration by the panel of its mandate issued in this case, under these unusual circumstances, in the interest of fairness, and to prevent possible injustice, we recall the mandate, as requested by appellants.

341 F.3d 364 (5th Cir. 2003).

See United States v. Tolliver, 116 F.3d 120, 123 (5th Cir. 1997).

Our mandate left open only the claim of tax deficiency to allow only a recalculation of tax in light of our opinion. Nothing in the events today persuading this court to recall its mandate requires reexamination of our decision to reverse the imposition of fraud penalties. We are persuaded that in fairness whether there is a deficiency owed ought to be reexamined in the same manner as ordered by our colleagues of the Eleventh Circuit in their most recent opinion in Ballard v. Commissioner, and we REMAND the case to the Tax Court with orders to:

429 F.3d 1026 (11th Cir. 2005).

(1) Strike the "collaborative report" that formed the basis of the Tax Court's ultimate decision; (2) reinstate Judge Couvillion's original report; (3) refer this case to a regular Tax Court judge who had no involvement in the preparation of the aforementioned "collaborative report" and who shall give "due regard" to the credibility determinations of Judge Couvillion, presuming that his fact findings are correct unless manifestly unreasonable[, in dealing with the remaining issues of tax deficiency]; and (4) Adhere strictly hereafter to the amended Tax Court Rule in finalizing Tax Court opinions.

Id. at 1031.

Appellants' motion is GRANTED, the mandate is MODIFIED as herein ordered, and the case is REMANDED in part for proceedings consistent with this opinion and the mandate as recalled and modified.


Summaries of

Estate of Lisle v. C.I.R

United States Court of Appeals, Fifth Circuit
Feb 7, 2006
431 F.3d 439 (5th Cir. 2006)

finding no alter ego when there was "only the slimmest evidence" that the debtor used his alleged alter ego's funds for personal purposes

Summary of this case from United States v. Washington

recalling mandate as per hypothetical set out herein

Summary of this case from Zive v. Sandberg
Case details for

Estate of Lisle v. C.I.R

Case Details

Full title:ESTATE OF Robert W. LISLE, Deceased; Estate of Donna M. Lisle, Deceased…

Court:United States Court of Appeals, Fifth Circuit

Date published: Feb 7, 2006

Citations

431 F.3d 439 (5th Cir. 2006)

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Zive v. Sandberg

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Estate of Lisle v. C.I.R

(1) Strike the "collaborative report" that formed the basis of the Tax Court's ultimate decision; (2)…