Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-5_18-cv-01633/USCOURTS-cand-5_18-cv-01633-4/pdf.json

Nature of Suit Code: 870
Nature of Suit: Tax Suits
Cause of Action: 26:7402 IRS: Petition to Enforce IRS Summons

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STIPULATION AND [PROPOSED] ORDER

AS MODIFIED

Case No. 5:18-cv-01633-BLF-SVK 

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RICHARD E. ZUCKERMAN 

Principal Deputy Assistant Attorney General 

AMY MATCHISON (CABN 217022) 

Trial Attorney 

United States Department of Justice, Tax Division 

P.O. Box 683, Ben Franklin Station 

Washington, D.C. 20044 

Telephone: (202) 307-6422 

Fax: (202) 307-0054 

E-mail: Amy.T.Matchison@usdoj.gov

 Western.Taxcivil@usdoj.gov

DAVID L. ANDERSON 

United States Attorney 

450 Golden Gate Avenue, 11th Floor 

San Francisco, California 94102 

Attorneys for United States of America 

UNITED STATES DISTRICT COURT FOR THE 

NORTHERN DISTRICT OF CALIFORNIA 

UNITED STATES OF AMERICA, ) 

)

Petitioner, )

)

v. )

)

FRANCIS BURGA; FRANCIS BURGA AS ) 

THE ADMINISTRATOR OF THE ESTATE ) 

OF MARGELUS BURGA; and ) 

RUSSELL MANSKY, ) 

) 

)

Respondents. )

_______________________________________) 

Case No. 5:18-cv-01633-BLF-SVK 

STIPULATION AND [PROPOSED] 

ORDER TO CONTINUE FEBRUARY 

27, 2020 DISCOVERY HEARING 

AS MODIFIED

Petitioner United States of America, respondents Francis Burga (in her individual capacity and as 

the Administrator of the Estate of Margelus Burga) and Russell Mansky, through their respective 

undersigned counsel of record, stipulate as follows and respectfully request an order pursuant to this 

stipulation for a continuance of the discovery hearing date currently set for February 27, 2020. 

1. The United States filed its Petition to Enforce Internal Revenue Summonses on March

15, 2018 (“Petition to Enforce Summons”). (Docket No. 1). 

2. On June 5, 2018, the Court ordered the Petition to Enforce granted and enforced the six

Internal Revenue Service summonses at issue. The Court further ordered that respondents had to provide 

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STIPULATION AND [PROPOSED] ORDER

AS MODIFIED

Case No. 5:18-cv-01633-BLF-SVK 

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the United States with revised privilege logs and give testimony as to their efforts to comply with the 

summonses. (Docket No. 19). 

3. Respondents provided the United States with revised privilege logs and provided

testimony. (Docket No. 21). Efforts at compliance remain underway. (Docket No. 27). 

4. On May 16, 2019, the United States filed its brief challenging some of respondents’

claims of privilege. (Docket No. 26). That matter was set for hearing before Judge Beth Labson 

Freeman on November 7, 2019. 

5. On May 17, 2019, the Court referred the privilege matter to Magistrate Judge Susan van

Keulen and vacated the November 7, 2019 hearing. 

6. On July 30, 2019, the Court conducted a discovery hearing and heard the United States’

challenges to respondents’ claims of privilege. (Docket No. 35). 

7. On August 16, 2019, the Court issued its Order adjudicating some of the United States’

challenges to respondents’ claims of privilege and also ordering the parties to a special master for an in

camera review of the remaining documents for which respondents claimed privilege. (Docket No. 37). 

8. On December 18, 2019, the Court appointed Edward W. Swanson as the special master

and set various deadlines related to his review of the claimed privileged material. (Docket No. 44). In 

its Order, the Court also set a discovery hearing for February 27, 2020, at 10:00 a.m. (Id.). 

9. Due to a scheduling conflict with government counsel’s calendar, the parties seek to

continue the hearing currently set for February 27, 2020, at 10:00 a.m. to March 3, 2020, at 10:00 a.m. 

MARCH 10, 2020 AT 10:00 A.M.

10. This is the parties’ first stipulation for a continuance of this hearing.

Case 5:18-cv-01633-BLF Document 47 Filed 01/31/20 Page 2 of 3
STIPULATION AND [PROPOSED] ORDER

AS MODIFIED

Case No. 5:18-cv-01633-BLF-SVK 

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Dated this 31st day of January, 2020 

RICHARD E. ZUCKERMAN 

Principal Deputy Assistant Attorney General 

/s/ Amy Matchison 

AMY MATCHISON (CA SBN 217022) 

Trial Attorney, Tax Division 

United States Department of Justice 

Dated this 31st day of January, 2020 

SIDEMAN & BANCROFT LLP 

By: /s/ Jay R. Weill

Jay R. Weill 

Steven M. Katz 

Emily J. Kingston 

Travis W. Thompson 

Attorneys for FRANCIS BURGA; 

FRANCIS BURGA AS THE 

ADMINISTRATOR OF THE ESTATE OF 

MARGELUS BURGA 

Dated this 31st day of January, 2020 

WOOD ROBBINS, LLP 

By: /s/ Denise Mejlszenkier

Denise Mejlszenkier 

Attorneys for Respondent RUSSELL 

MANSKY 

IT IS SO ORDERED. 

Dated this 31 day of January, 2020 

__________________________ 

SUSAN VAN KEULEN 

UNITED STATES MAGISTRATE JUDGE

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