I'm pro se Chapter 7. I'm about a week out from my 341. I mailed the trustee my tax returns a week ago. I also emailed an inquiry about my lack of paystubs due to being unemployed. I emailed a signed statement that I did not have paystubs and asked if that was sufficient or if the Court had a form they preferred and did it need to be notarized?
I received an email reply stating ” We received your tax returns and we will not need paystubs. You have provided all we need."
I had been going to the mailbox everyday waiting for the request for 6 months or more of bank statements for all my bank accounts, possibly credit card statements, possibly a questionnaire to fill out due to being Pro Se, etc. Don't get me wrong, I'm thrilled to not be getting drilled prior to the 341. I hope this doesn't mean I will get nailed at the actual meeting. But you would think if there is something the trustee was concerned enough to want to see they would make sure to ask me ahead of time to bring it to the meeting.
The thing is there is no hard and fast rule that I have found about documentation other than the tax returns and paystubs. Rule 4002 says "unless the trustee or the United States trustee instructs otherwise, statements for each of the debtor's depository and investment accounts, including checking, savings, and money market accounts, mutual funds and brokerage accounts for the time period that includes the date of the filing of the petition". And that really says nothing about how far back I'm required to go. Of course I'm going to be prepared and take a year's worth of all statements.
It's so interesting how very different trustees are from district to district.
I received an email reply stating ” We received your tax returns and we will not need paystubs. You have provided all we need."
I had been going to the mailbox everyday waiting for the request for 6 months or more of bank statements for all my bank accounts, possibly credit card statements, possibly a questionnaire to fill out due to being Pro Se, etc. Don't get me wrong, I'm thrilled to not be getting drilled prior to the 341. I hope this doesn't mean I will get nailed at the actual meeting. But you would think if there is something the trustee was concerned enough to want to see they would make sure to ask me ahead of time to bring it to the meeting.
The thing is there is no hard and fast rule that I have found about documentation other than the tax returns and paystubs. Rule 4002 says "unless the trustee or the United States trustee instructs otherwise, statements for each of the debtor's depository and investment accounts, including checking, savings, and money market accounts, mutual funds and brokerage accounts for the time period that includes the date of the filing of the petition". And that really says nothing about how far back I'm required to go. Of course I'm going to be prepared and take a year's worth of all statements.
It's so interesting how very different trustees are from district to district.
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