MATHIS v. U.S.

No. 3:95 cv 133 AS.

917 F.Supp. 595 (1996)

Peter H. MATHIS, Trustee of the Julien W., also known as J. William Mathis Trust, Plaintiff, v. UNITED STATES of America, Defendant.

United States District Court, N.D. Indiana, South Bend Division.

February 21, 1996.


Attorney(s) appearing for the Case

Martin W. Kus, Daniel E. Lewis, Jr., Newby Lewis Kaminski and Jones, LaPorte, IN, for plaintiff.

Stephen T. Lyons, U.S. Department of Justice, Washington, DC, Karen A. Smith, U.S. Department of Justice, Tax Division, Washington, DC, for defendant.


MEMORANDUM AND ORDER

ALLEN SHARP, Chief Judge.

I. Procedural History

Plaintiff Peter H. Mathis, as Trustee of the Julien W. Mathis Trust, also known as the J. William Mathis Trust, ("Trustee") filed this action seeking a refund of tax from the defendant United States of America on February 22, 1995. On October 2, 1995, the Trustee filed a motion for summary judgment, and on January 30, 1996, the United...

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