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CourtListener opinion 4334344

Date unknown · US

Extracted case name
pending
Extracted reporter citation
pending
Docket / number
7036-02S
QDRO relevance 5/5Retirement relevance 5/5Family-law relevance 5/5gold label pending
Research-use warning: This page contains machine-draft public annotations generated from public opinion text. The headnote is not Willie-approved gold-label work product and is not legal advice. Verify the full opinion and current law before relying on it.

Machine-draft headnote

Machine-draft public headnote: CourtListener opinion 4334344 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to ERISA / defined contribution issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.

Retrieval annotation

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.

Category: ERISA / defined contribution issues

Evidence quotes

QDRO

haring plan at Moore Corporation into an IRA, a qualified retirement plan, at Payne County Bank (PCB) in Perkins, Oklahoma. On November 14, 1997, the District Court In And For Lincoln County, State of Oklahoma, issued a Qualified Domestic Relations Order (QDRO) in the case of Alvetta J. Mills v. Larry J. Mills. The QDRO ordered PCB to segregate for the benefit of Alvetta Mills, the alternate payee, the sum of $17,745 along with the interest accruing between November 14, 1997, until the date of distribution. Petitioner signed on January 10, 1998, an \IRA Distribution

retirement benefits

be cited as authority. - 2 - Respondent determined a deficiency in petitioner's Federal income tax of $2,901 for 1998. The issues for decision are: (1) Whether petitioner may deduct the Federal income tax withheld from a distribution from an Individual Retirement Account (IRA), and (2) whether petitioner is liable for the 10-percent additional tax on an early distribution from a qualified retirement plan. The stipulated facts and exhibits received into evidence are incorporated herein by reference. At the time the petition in this case was filed, petitioner resided in Jennings, Oklahoma. Background In 1994, petit

401(k)

an. The stipulated facts and exhibits received into evidence are incorporated herein by reference. At the time the petition in this case was filed, petitioner resided in Jennings, Oklahoma. Background In 1994, petitioner rolled over an amount from his 401(k) profit sharing plan at Moore Corporation into an IRA, a qualified retirement plan, at Payne County Bank (PCB) in Perkins, Oklahoma. On November 14, 1997, the District Court In And For Lincoln County, State of Oklahoma, issued a Qualified Domestic Relations Order (QDRO) in the case of Alvetta J. Mills v. Larry J. Mills. The QDRO ordered PCB to segregat

alternate payee

vember 14, 1997, the District Court In And For Lincoln County, State of Oklahoma, issued a Qualified Domestic Relations Order (QDRO) in the case of Alvetta J. Mills v. Larry J. Mills. The QDRO ordered PCB to segregate for the benefit of Alvetta Mills, the alternate payee, the sum of $17,745 along with the interest accruing between November 14, 1997, until the date of distribution. Petitioner signed on January 10, 1998, an \IRA Distribution

Source and provenance

Source type
courtlistener_qdro_opinion_full_text
Permissions posture
public
Generated status
machine draft public v0
Review status
gold label pending
Jurisdiction metadata
US
Deterministic extraction
docket: 7036-02S
Generated at
May 14, 2026

Related public corpus pages

Deterministic links based on shared title/citation terms and QDRO / retirement / family-law retrieval scores.

Clean opinion text

T.C. Summary Opinion 2003-41

 UNITED STATES TAX COURT

 LARRY JOE MILLS, Petitioner v.
 COMMISSIONER OF INTERNAL REVENUE, Respondent

 Docket No. 7036-02S. Filed April 22, 2003.

 Larry Joe Mills, pro se.

 Donald E. Edwards, for respondent.

 DEAN, Special Trial Judge: This case was heard under the

provisions of section 7463 of the Internal Revenue Code as in

effect at the time the petition was filed. Unless otherwise

indicated, all other section references are to the Internal

Revenue Code in effect for the year at issue. The decision to be

entered is not reviewable by any other court, and this opinion

should not be cited as authority.
 - 2 -

 Respondent determined a deficiency in petitioner's Federal

income tax of $2,901 for 1998. The issues for decision are:

(1) Whether petitioner may deduct the Federal income tax withheld

from a distribution from an Individual Retirement Account (IRA),

and (2) whether petitioner is liable for the 10-percent

additional tax on an early distribution from a qualified

retirement plan.

 The stipulated facts and exhibits received into evidence are

incorporated herein by reference. At the time the petition in

this case was filed, petitioner resided in Jennings, Oklahoma.

 Background

 In 1994, petitioner rolled over an amount from his 401(k)

profit sharing plan at Moore Corporation into an IRA, a qualified

retirement plan, at Payne County Bank (PCB) in Perkins, Oklahoma.

On November 14, 1997, the District Court In And For Lincoln

County, State of Oklahoma, issued a Qualified Domestic Relations

Order (QDRO) in the case of Alvetta J. Mills v. Larry J. Mills.

The QDRO ordered PCB to segregate for the benefit of Alvetta

Mills, the alternate payee, the sum of $17,745 along with the

interest accruing between November 14, 1997, until the date of

distribution.

 Petitioner signed on January 10, 1998, an \IRA Distribution