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Matter of Behrmann

Citations: 664 N.E.2d 730; 1996 Ind. LEXIS 36; 1996 WL 224812Docket: 49S00-9501-DI-004

Court: Indiana Supreme Court; May 6, 1996; Indiana; State Supreme Court

Narrative Opinion Summary

The case involves disciplinary proceedings against an attorney, David B. Behrmann, charged with violations of the Indiana Rules of Professional Conduct, specifically Rules 8.4(b) and (c). Behrmann co-founded a corporation and later attempted to alter the declared ownership structure for tax purposes without proper consent, leading to the preparation of an inaccurate tax return. The Indiana Supreme Court Disciplinary Commission alleged that these actions constituted professional misconduct, including dishonesty and a potential violation of tax law. A hearing officer found no violation of Rule 8.4(b) because the Commission failed to substantiate a criminal act under the relevant tax statute. However, Behrmann's actions were found to violate Rule 8.4(c) due to his dishonest conduct in misleading a tax preparer. The proceedings, independent of criminal charges, focused on evaluating the nature of Behrmann's actions. The court ultimately imposed a 30-day suspension, taking into account the severity of the misconduct, its potential harm, and Behrmann's intent. Additionally, Behrmann was ordered to bear the costs of the disciplinary proceedings.

Legal Issues Addressed

Assessment of Disciplinary Sanctions

Application: The court considered the seriousness of misconduct, potential harm, and respondent's mental state in determining a 30-day suspension as appropriate discipline.

Reasoning: In determining appropriate discipline, factors considered included the seriousness of the misconduct, potential harm, and the respondent's mental state, leading to a conclusion that a 30-day suspension was warranted.

Disciplinary Proceedings Independent of Criminal Charges

Application: The disciplinary process proceeded independently of any criminal charges, focusing on the nature of the respondent's conduct rather than the existence of a criminal conviction.

Reasoning: The officer noted that disciplinary proceedings are independent of criminal charges and that Rule 8.4(b) pertains to the nature of the crime rather than a conviction.

No Violation of Rule 8.4(b) Without Criminal Proof

Application: Although the Commission alleged a felony by submitting a false tax return, the absence of criminal charges or evidence of filing a false return led to the finding of no violation under Rule 8.4(b).

Reasoning: The hearing officer determined that the respondent violated Ind. Professional Conduct Rule 8.4(c) for engaging in dishonest conduct but found no violation of Rule 8.4(b), as the Commission did not prove a criminal act under 26 U.S.C. Section 7206(1).

Professional Misconduct under Rule 8.4(c)

Application: The respondent's actions in misleading the tax preparer and causing the preparation of a false tax return constituted a violation of Rule 8.4(c) due to engaging in dishonest conduct.

Reasoning: Despite this, the respondent's actions in causing the preparation of a false tax return demonstrated intent to deceive, which constitutes a violation of Rule 8.4(c).