Bartelamia v. U.S. Bank National Association

CourtDistrict Court, D. Oregon
DecidedAugust 6, 2024
Docket3:23-cv-00877
StatusUnknown

This text of Bartelamia v. U.S. Bank National Association (Bartelamia v. U.S. Bank National Association) is published on Counsel Stack Legal Research, covering District Court, D. Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bartelamia v. U.S. Bank National Association, (D. Or. 2024).

Opinion

IN THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF OREGON

ANDREA BARTELAMIA, Case No.: 3:23-cv-00877-AN

Plaintiff, v. OPINION AND ORDER U.S. BANK NATIONAL ASSOCIATION, as trustee for the RMAC TRUST, SERIES 2016- CTT, and QUALITY LOAN SERVICE CORPORATION,

Defendants.

Plaintiff Andrea Bartelamia brings this action against defendants U.S. Bank National Association ("U.S. Bank"), as trustee for the RMAC Trust, Series 2016-CTT, and Quality Loan Service Corporation ("QLS") seeking a declaratory judgment ordering that a Deed of Trust be discharged. On April 19, 2024, plaintiff and U.S. Bank filed cross-motions for summary judgment. QLS joined in U.S. Bank's motion.1 Oral argument was held on July 30, 2024. For the reasons set forth below, plaintiff's motion is DENIED, and defendants' motions for summary judgment are GRANTED. LEGAL STANDARD Summary judgment is appropriate when there is no genuine issue as to any material fact and the moving party is entitled to judgment as a matter of law. Fed. R. Civ. P. 56(a). When deciding a motion for summary judgment, the court construes the evidence in the light most favorable to the non- moving party. See Barlow v. Ground, 943 F.2d 1132, 1135 (9th Cir. 1991). When cross-motions for summary judgment are filed, each party's evidence is considered, "regardless under which motion the evidence is offered." Las Vegas Sands, LLC v. Nehme, 632 F.3d 526, 532 (9th Cir. 2011). However, "the mere existence of some alleged factual dispute between the parties will not defeat an otherwise properly supported motion for summary judgment; the requirement is that there be no genuine issue of material fact."

1 References and conclusions as to U.S. Bank's motion apply with equal force to QLS's motion. Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 247-48 (1986). The substantive law determines which facts are material. Id. at 248. "Only disputes over facts that might affect the outcome of the suit under the governing law will properly preclude the entry of summary judgment." Id. A dispute about a material fact is genuine "if the evidence is such that a reasonable jury could return a verdict for the nonmoving party." Id. The moving party has the initial burden of informing the court of the basis for its motion and identifying the portions of the pleadings and the record that it believes demonstrate the absence of an issue of material fact. See Celotex Corp. v. Catrett, 477 U.S. 317, 323 (1986). Where the non-moving party bears the burden of proof at trial, the moving party need not produce evidence negating or disproving every essential element of the non-moving party's case. Id. at 325. Instead, the moving party need only prove that there is an absence of evidence to support the non-moving party's case. Id.; see In re Oracle Corp. Sec. Litig., 627 F.3d 376, 387 (9th Cir. 2010). If the moving party sustains its burden, the non- moving party must then show that there is a genuine issue of material fact that must be resolved at trial. Celotex, 477 U.S. at 324. BACKGROUND A. Stipulated Facts and Evidence This case involves real property located at 21975 SW 65th Ave. in Tualatin, Oregon (the "Property"). Stipulation to Facts & Admissibility & Authenticity of Docs. ("Stipulation"), ECF [57], at 2. The Property is encumbered by a Deed of Trust dated December 29, 2004 by Adelheid Lee (Heidi Lee) ("Lee") as Grantor, Transnational Title Insurance Company as Trustee, and GreenPoint Mortgage Funding, Inc. as Beneficiary. Id. at 4, Ex. 18. The Deed of Trust was recorded in Washington County on January 5, 2005, Recording No. 2005-001260. Id. The beneficial interest of the Deed of Trust has been assigned from GreenPoint to U.S. Bank, and QLS has been appointed successor trustee. Id. at 4. The Deed of Trust was given by Lee to secure obligations under the Adjustable Rate Note entered into between Lee and Greenpoint on December 29, 2004 (the "Note"), which memorialized a loan to Lee in the amount of $320,000 (the "Loan"). Id. Lee has not made a payment on the Loan since June 1, 2008. Id. On October 28, 2008, Lee filed for chapter 7 bankruptcy in Case No. 08-35797-rld7. Id. at 5. Lee received an order of discharge on February 2, 2009. Id. Lee is not personally liable for the debt as a result of her bankruptcy discharge order. Def. U.S. Bank's Mot. For Summ. J. ("U.S. Bank.'s Mot."), ECF [44], at 7 n.5. On September 23, 2010, GreenPoint and Fidelity National Title Insurance Company (the then-successor trustee) recorded a Notice of Default and Election to Sell in Washington County, Recording No. 2010-074719 (the "2010 Notice") accelerating the entire debt under the Note and instituting foreclosure measures. Stipulation, Ex. 19. Sale of the Property was to occur on January 27, 2011, but no sale was made. Id., Ex. 19, at 2; U.S. Bank's Mot. 7. On March 11, 2017, Lee signed an RMLS Oregon Listing Contract form with real estate agent Dan Scott ("Scott") to list the Property for a short sale. Stipulation, Ex. 1. Paragraph 15 of that agreement states that the listing is "subject to 3rd party lender approving sale." Id., Ex. 1, at 2. On March 27, 2017, Scott, on behalf of Lee, faxed a request to Capital One, U.S. Bank's predecessor in interest, to conduct a short sale of the Property. Id., Ex. 2. That request included a Borrower Assistance form identifying Scott as Lee's agent and was signed and dated by Lee. Id., Ex. 2, at 3, 4. In the form, Lee identified her loan number with Capital One and confirmed that the Property was listed for sale, but she had not received any offers at that time. Id., Ex. 2, at 2-3. The fax also included a document entitled "Intent to Sell or Vacate Property" signed and dated by Lee on March 18, 2017, identifying her loan by the loan number and acknowledging that Capital One had advised her of other options that may have provided a more affordable payment to allow her to keep the Property. Id., Ex. 2, at 5. On April 5, 2017, Lee's former attorney sent a signed letter to Capital One requesting a payoff statement. Id., Ex. 4. The letter identified the loan by the Property address and Lee's name and stated that Capital One must "provide an accurate statement of the total outstanding balance that would be required to pay [Lee's] obligation in full as of a specified date." Id. Capital One provided the payoff quote of $466,444.19 on April 13, 2017. Id., Ex. 5. On April 12, 2017, Scott again faxed Capital One about a short sale listing of the Property. Id., Ex. 6. The fax identified the loan by the loan number, Lee's name, and the Property Address. Id., Ex. 6, at 1. The letter stated that "the property had been on the market for $489,900 since 3.27.2017," but that Lee had not received any offers and there was thus "no HUD to send for [ ] review." Id. Further, the letter stated that the plan was "to reduce the listing price to $399,900." Id. Between July 2017 and December 2017, at least five offers were made for the Property. Id., Ex. 12, at 3, Ex. 13, at 1-4. Capital One rejected all the offers because they were below market value. Id., Ex. 12, at 3. On December 13, 2019, defendants recorded a Rescission of Notice of Default in Washington County, Recording No. 2019-090670 (the "2019 Rescission"). Id., Ex. 20.

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Bluebook (online)
Bartelamia v. U.S. Bank National Association, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bartelamia-v-us-bank-national-association-ord-2024.