Los Angeles Bankruptcy Attorney

TITLE 11 - BANKRUPTCY
CHAPTER 7 - LIQUIDATION
    SUBCHAPTER III - STOCKBROKER LIQUIDATION

-HEAD-
    Sec. 745. Treatment of accounts

-STATUTE-
      (a) Accounts held by the debtor for a particular customer in
    separate capacities shall be treated as accounts of separate
    customers.
      (b) If a stockbroker or a bank holds a customer net equity claim
    against the debtor that arose out of a transaction for a customer
    of such stockbroker or bank, each such customer of such stockbroker
    or bank shall be treated as a separate customer of the debtor.
      (c) Each trustee's account specified as such on the debtor's
    books, and supported by a trust deed filed with, and qualified as
    such by, the Internal Revenue Service, and under the Internal
    Revenue Code of 1986, shall be treated as a separate customer
    account for each beneficiary under such trustee account.

-SOURCE-
    (Pub. L. 95-598, Nov. 6, 1978, 92 Stat. 2613; Pub. L. 97-222, Sec.
    11, July 27, 1982, 96 Stat. 238; Pub. L. 98-353, title III, Sec.
    483, July 10, 1984, 98 Stat. 383; Pub. L. 103-394, title V, Sec.
    501(d)(28), Oct. 22, 1994, 108 Stat. 4146.)


                       HISTORICAL AND REVISION NOTES                   

                         SENATE REPORT NO. 95-989                     
      Section 745(a) indicates that each account held by a customer in
    a separate capacity is to be considered a separate account. This
    prevents the offset of accounts held in different capacities.
      Subsection (b) indicates that a bank or another stockbroker that
    is a customer of a debtor is considered to hold its customers
    accounts in separate capacities. Thus a bank or other stockbroker
    is not treated as a mutual fund for purposes of bulk investment.
    This protects unrelated customers of a bank or other stockholder
    from having their accounts offset.
      Subsection (c) effects the same result with respect to a trust so
    that each beneficiary is treated as the customer of the debtor
    rather than the trust itself. This eliminates any doubt whether a
    trustee holds a personal account in a separate capacity from his
    trustee's account.

-REFTEXT-
                            REFERENCES IN TEXT                        
      The Internal Revenue Code of 1986, referred to in subsec. (c), is
    classified generally to Title 26, Internal Revenue Code.


-MISC2-
                                AMENDMENTS                            
      1994 - Subsec. (c). Pub. L. 103-394 substituted "Internal Revenue
    Code of 1986" for "Internal Revenue Code of 1954 (26 U.S.C. 1 et
    seq.)".
      1984 - Subsec. (a). Pub. L. 98-353 inserted "the debtor for"
    after "by".
      1982 - Subsec. (c). Pub. L. 97-222 substituted "Each" for "A".

                     EFFECTIVE DATE OF 1994 AMENDMENT                 
      Amendment by Pub. L. 103-394 effective Oct. 22, 1994, and not
    applicable with respect to cases commenced under this title before
    Oct. 22, 1994, see section 702 of Pub. L. 103-394, set out as a
    note under section 101 of this title.

                     EFFECTIVE DATE OF 1984 AMENDMENT                 
      Amendment by Pub. L. 98-353 effective with respect to cases filed
    90 days after July 10, 1984, see section 552(a) of Pub. L. 98-353,
    set out as a note under section 101 of this title.