Cite as: Keith M. Lundin, Lundin On Chapter 13, § 36.37, at ¶ ____, LundinOnChapter13.com (last visited __________).
Almost every jurisdiction, by local rule or practice, requires additional or modified documents unique to the jurisdiction. Debtor’s counsel must be familiar with the local practice to present a complete packet of required documents at the filing and during administration of the case.
Many jurisdictions require a special cover sheet to accompany the Chapter 13 petition.1 The Chapter 13 plan may be a special form prescribed by local rule or practice.2 In some jurisdictions, a separate form is required containing a mathematical calculation of the hypothetical liquidation value of the estate for purposes of the best-interests-of-creditors test in 11 U.S.C. § 1325(a)(4).3 A worksheet showing how the proposed payment into the plan was calculated is sometimes required. Other jurisdictions expect a separate summary of the plan that will be copied and mailed to creditors with the notice of filing.4
The Chapter 13 trustee may have documents required or encouraged by local practice. These forms may include an income deduction order,5 a business report for a debtor engaged in business6 and a creditor matrix compatible with the trustee’s data processing equipment.7 Local forms have proliferated notwithstanding the nationalization of the Electronic Case Filing system.
1 See § 36.5 [ Cover Sheet ] § 36.28 Cover Sheet.
3 See § 160.1 [ In General: Plan Payments vs. Hypothetical Liquidation ] § 90.1 In General: Plan Payments vs. Hypothetical Liquidation.
4 See Fed. R. Bankr. P. 3015.
6 See § 57.2 [ Additional Filing and Reporting Requirements ] § 52.2 Additional Filing and Reporting Requirements.
7 See § 36.4 [ Matrix of Creditors ] § 36.27 Matrix of Creditors.