Heather Burge, et al v. Commissioner of Internal Revenue
Petitioner: HEATHER K. BURGE and WILLIAM R. BURGE
Respondent: COMMISSIONER OF INTERNAL REVENUE
Amicus Curiae: CENTER FOR TAXPAYER RIGHTS
Case Number: 26-11008
Filed: March 27, 2026
Court: U.S. Court of Appeals, Eleventh Circuit
Nature of Suit: Other
Docket Report

This docket was last retrieved on May 13, 2026. A more recent docket listing may be available from PACER.

Date Filed Document Text
May 13, 2026 Filing 21 Amicus Brief as of right or by consent of the parties filed by Lauren H. White for the Center for Taxpayer Rights. [26-11008] (ECF: Lauren White) [Entered: 05/13/2026 04:58 PM]
May 13, 2026 Filing 20 APPEARANCE of Counsel Form filed by Lauren H. White for the Center for Taxpayer Rights Related cases? Yes. [26-11008] (ECF: Lauren White) [Entered: 05/13/2026 02:47 PM]
May 13, 2026 Filing 19 Appendix filed [2 VOLUMES] by Appellants Heather K. Burge and William R. Burge. [26-11008] (ECF: Kip Nelson) [Entered: 05/13/2026 01:44 PM]
May 12, 2026 Filing 18 APPEARANCE of Counsel Form filed by Anson H. Asbury for The Center for Taxpayer Rights Related cases? Yes. [26-11008] (ECF: Anson Asbury) [Entered: 05/12/2026 04:02 PM]
May 6, 2026 Filing 17 Appellant's brief filed by Heather K. Burge and William R. Burge. [26-11008] (ECF: Kip Nelson) [Entered: 05/06/2026 09:49 PM]
May 4, 2026 Filing 16 Reply to Response filed by Appellee Commissioner of Internal Revenue [ # 13 ] filed by Attorney Matthew Steven Johnshoy for Appellee Commissioner of Internal Revenue. [26-11008] (ECF: Matthew Johnshoy) [Entered: 05/04/2026 12:27 PM]
April 27, 2026 Filing 15 RESPONSE to Motion for summary affirmance filed by Appellee Commissioner of Internal Revenue [ # 13 ] filed by Attorney Kip D. Nelson for Appellants Heather K. Burge and William R. Burge. [26-11008] (ECF: Kip Nelson) [Entered: 04/27/2026 07:59 PM]
April 15, 2026 Opinion or Order Filing 14 ORDER: Appellants unopposed motions to consolidate are GRANTED. Case nos. 26-10999, 26-11008, and 26-11011 are CONSOLIDATED for briefing and merits disposition purposes. [ # 10703974-2 ] [ # 6 ] [ # 10703960-2 ] KCN (See attached order for complete text) [26-10999, 26-11008, 26-11011] [Entered: 04/15/2026 03:09 PM]
April 15, 2026 Filing 13 MOTION for summary affirmance filed by Commissioner of Internal Revenue. Opposition to Motion is Unknown. [13] [26-11008] (ECF: Matthew Johnshoy) [Entered: 04/15/2026 01:23 PM]
April 10, 2026 Filing 12 Notice to Counsel of Record. Counsel of Record must be logged in to CM/ECF and Pacer to access this document. This is the only notice you will receive regarding this matter. Please print a copy for your file. [26-10999, 26-11008, 26-11011] [Entered: 04/10/2026 10:28 AM]
April 9, 2026 Filing 11 Tax Court Record on Appeal Filed [26-11008] (ECF: Tax Court) [Entered: 04/09/2026 11:50 AM]
April 6, 2026 Filing 10 Certificate of Interested Persons and Corporate Disclosure Statement filed by Attorney Matthew Steven Johnshoy for Appellee Commissioner of Internal Revenue. On the same day the CIP is served, any filer represented by counsel must also complete the court's web-based stock ticker symbol certificate at the link here http://www.ca11.uscourts.gov/web-based-cip or on the court's website. See 11th Cir. R. 26.1-1(b). [26-11008] (ECF: Matthew Johnshoy) [Entered: 04/06/2026 12:44 PM]
April 2, 2026 Filing 9 APPEARANCE of Counsel Form filed by Matthew S. Johnshoy for Commissioner of Internal Revenue Related cases? Yes. [26-11008] (ECF: Matthew Johnshoy) [Entered: 04/02/2026 03:43 PM]
April 1, 2026 Filing 8 APPEARANCE of Counsel Form filed by Elizabeth Kathrine Blickley for Heather K. Burge and William R. Burge. Related cases? Yes. [26-11008] (ECF: Elizabeth Blickley) [Entered: 04/01/2026 04:28 PM]
April 1, 2026 Filing 7 APPEARANCE of Counsel Form filed by Margaret M. Reece for Heather Burge and William Burge Related cases? Yes. [26-11008] (ECF: Margaret Reece) [Entered: 04/01/2026 04:07 PM]
April 1, 2026 Filing 6 MOTION to consolidate appeals 26-10999, 26-11011, 26-11008 filed by Heather K. Burge and William R. Burge. Motion is Unopposed. [6] [26-11008] (ECF: Kip Nelson) [Entered: 04/01/2026 04:06 PM]
April 1, 2026 Filing 5 Civil Appeal Statement filed by Attorney Kip D. Nelson for Appellants Heather K. Burge and William R. Burge. Related cases? Yes. [26-11008] (ECF: Kip Nelson) [Entered: 04/01/2026 04:03 PM]
April 1, 2026 Filing 4 Certificate of Interested Persons and Corporate Disclosure Statement filed by Attorney Kip D. Nelson for Appellants Heather K. Burge and William R. Burge. On the same day the CIP is served, any filer represented by counsel must also complete the court's web-based stock ticker symbol certificate at the link here http://www.ca11.uscourts.gov/web-based-cip or on the court's website. See 11th Cir. R. 26.1-1(b). [26-11008] (ECF: Kip Nelson) [Entered: 04/01/2026 04:02 PM]
April 1, 2026 Filing 3 APPEARANCE of Counsel Form filed by Kip D. Nelson for Heather K. Burge and William R. Burge. Related cases? Yes. [26-11008] (ECF: Kip Nelson) [Entered: 04/01/2026 04:01 PM]
March 30, 2026 Filing 2 Briefing Notice issued to Appellant Heather K. Burge. The appellant's brief is due on or before 05/06/2026. The appendix is due no later than 7 days from the filing of the appellant's brief. [Entered: 03/30/2026 02:50 PM]
March 27, 2026 Filing 1 AGENCY PETITION / APPLICATION DOCKETED. Filed by Appellants Heather K. Burge and William R. Burge. Additional Documents Needed: CIP. Fee Status: Fee Paid. See attached docketing notice for important information, including deadlines. [Entered: 03/30/2026 02:47 PM]

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Search for this case: Heather Burge, et al v. Commissioner of Internal Revenue
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Petitioner: HEATHER K. BURGE
Represented By: Margaret McCall Reece
Represented By: Elizabeth Kathrine Blickley
Represented By: Kip D. Nelson
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Petitioner: WILLIAM R. BURGE
Represented By: Margaret McCall Reece
Represented By: Elizabeth Kathrine Blickley
Represented By: Kip D. Nelson
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Respondent: COMMISSIONER OF INTERNAL REVENUE
Represented By: U.S. Tax Appellate DOJ - Service
Represented By: Kenneth Keis
Represented By: Michael J. Haungs
Represented By: Matthew Steven Johnshoy
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Amicus curiae: CENTER FOR TAXPAYER RIGHTS
Represented By: Lauren Heron White
Represented By: Anson Asbury
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