Barus v. Siurek

2021 IL App (2d) 200210-U
CourtAppellate Court of Illinois
DecidedOctober 12, 2021
Docket2-20-0210
StatusUnpublished

This text of 2021 IL App (2d) 200210-U (Barus v. Siurek) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barus v. Siurek, 2021 IL App (2d) 200210-U (Ill. Ct. App. 2021).

Opinion

2021 IL App (2d) 200210-U No. 2-20-0210 Order filed October 12, 2021

NOTICE: This order was filed under Supreme Court Rule 23(b) and is not precedent except in the limited circumstances allowed under Rule 23(e)(l). ______________________________________________________________________________

IN THE

APPELLATE COURT OF ILLINOIS

SECOND DISTRICT ______________________________________________________________________________

BRYAN E. BARUS, Trustee of the Bryan E. ) Appeal from the Circuit Court Barus Living Trust dated 01/02/02, derivatively ) of Du Page County. on behalf of himself and on behalf of ) ROC/Suburban Two Woodland, LLC, ) ) Plaintiff-Appellant/Cross-Appellee, ) ) v. ) Nos. 11-CH-5145 ) 18-L-1103 ) 18-AR-1412 ) MICHAEL SIUREK and MICHAEL S. ) SIUREK, Trustee of the Michael S. Siurek ) Living Trust dated 09/30/02, ) Honorable ) Paul M. Fullerton, Defendant-Appellee/Cross-Appellant. ) Judge, Presiding. ______________________________________________________________________________

JUSTICE SCHOSTOK delivered the judgment of the court. Presiding Justice Bridges and Justice McLaren concurred in the judgment.

ORDER

¶1 Held: The trial court’s determination that both parties breached their fiduciary duty was not against the manifest weight of the evidence. The trial court did not abuse its discretion in setting appropriate remedies for breach of fiduciary duty. The trial court did not abuse its discretion in denying requests for attorney fees.

¶2 Bryan Barus, as trustee of the Barus Living Trust, and Michael Siurek, as trustee of the

Siurek Living Trust, were members and co-managers of ROC/Suburban Two Woodland, LLC 2021 IL App (2d) 200210-U

(RSTW), a manager-managed LLC. In 2011, Barus filed a complaint seeking to dissociate Siurek

as a member of RSTW, and for the appointment of a receiver. In 2013, Siurek filed a counterclaim,

alleging that Barus had breached his fiduciary duty and requesting both damages and that Barus’s

trust be dissociated as a member of RSTW. By the time of trial in 2019, RSTW’s sole asset, a

commercial office building. The issues at trial related to what amounts RSTW owed to Barus or

Siurek in repayment of loans, management fees, commissions, and undistributed equity, and the

total amount of RSTW’s remaining assets for distribution. Following a bench trial, the trial court

entered an order finding that both Barus and Siurek breached their fiduciary duties, setting forth

the amounts owed to each of them in light of their conduct, and determining the amount of RSTW’s

remaining assets for distribution. Barus filed an appeal, and Siurek filed a cross-appeal, from this

order. We affirm.

¶3 I. BACKGROUND

¶4 Barus was the sole owner of Suburban Real Estate Services, Inc. (RES), a commercial real

estate management company. Siurek was the sole owner of ROC, Inc. (ROC), a company also

specializing in commercial real estate investments. Between 2006 and 2008, RES and ROC

formed multiple new LLCs, including ROC/Suburban, LLC; ROC/Suburban Naperville (RSN);

and RSTW. Barus and Siurek each owned 50% interest in ROC/Suburban. In 2010, Barus

terminated RES’s relationship with ROC/Suburban and took most of its employees. Siurek filed

suit against Barus for breach of fiduciary duty (the 2010 suit). Siurek prevailed in that litigation.

¶5 RSTW’s sole asset was a commercial office building located at 4951 S. Indiana in Lisle

(the Two Woodland building). The property consisted of an approximately 55,000 square foot

building on 4.76 acres of land. The property was acquired in June 2008 for a purchase price of

$3,106,768. RSTW was managed by Barus and Siurek. The operating agreement specified that

-2- 2021 IL App (2d) 200210-U

the managers each had a 50% voting right and, therefore, they could not act unilaterally. The class

A members of RSTW were the respective trusts of Barus and Siurek. There were multiple class

B members/investors. Siurek, through ROC, maintained the records and accounts of RSTW,

collected rents from the building, and was responsible for the finances and the physical condition

of the building. Barus, through RES, managed the building and was responsible for finding

tenants, leasing, marketing, and facility maintenance. In addition to RSTW, Barus and Siurek’s

trusts owned a similar company, RSN, that owned a commercial office building at 1804 Naper

Boulevard in Naperville (the Naperville building). Barus and Siurek were also class A members

and managers of RSN.

¶6 On October 28, 2011, Barus filed suit against Siurek. The complaint alleged that Siurek

failed to provide his half-share of the 2010 first and second installment property taxes for the Two

Woodland building and was occupying office space at the building rent-free. The complaint also

alleged that Siurek failed to produce timely monthly financial reports for RSTW and restricted

Barus’s access to company data files. Barus sought to have Siurek’s trust dissociated as a member

of RSTW (see 805 ILCS 180/35-45 (West 2010)), or, alternatively, the appointment of a receiver

(see 735 ILCS 5/2-415 (West 2010)).

¶7 On September 4, 2012, Barus filed an amended complaint. Barus alleged that it was not

until he filed suit in October 2011 that Siurek finally paid his share of the real estate property taxes.

However, the late payment resulted in penalties and late fees which Siurek refused to pay. Further,

in 2012, Siurek told Barus that he had paid the first installment property taxes. However, Barus

checked, and they were not paid. Siurek paid the taxes when Barus confronted him. Barus also

alleged that Siurek had removed receivables from the company’s records, allowed a friend to

occupy space rent-free, and that Siurek paid ROC for unusual and unapproved charges. Barus

-3- 2021 IL App (2d) 200210-U

alleged that Siurek continued to restrict his access to company financial data and operational

documents, making it difficult for Barus to manage the company and identify other acts of Siurek’s

self-dealing.

¶8 On November 12, 2013, Siurek filed a counterclaim alleging that Barus breached his

fiduciary duty to Siurek and RSTW. Specifically, Siurek alleged that Barus had initiated frivolous

and unnecessary litigation, defamed the reputation and professional standing of Siurek, delayed

the refinancing of the Two Woodland building resulting in additional financing costs, refused to

accept or unduly delayed acceptance of leases for Two Woodland, demanded unwarranted lease

commissions, refused to approve payment for tenant improvements, caused ROC to abruptly

vacate office space at Two Woodland, and failed to pay rent for office space occupied by RES at

Two Woodland. The counterclaim requested damages and that Barus’s trust be dissociated as a

member of RSTW (see 805 ILCS 180/35-45 (West 2010)).

¶9 On April 27, 2017, Siurek filed an amended counterclaim. In addition to the allegations in

the original complaint, Siurek alleged that, at the time Barus filed suit, the mortgage loan on the

Two Woodland building was up for renewal. Siurek alleged that Barus knew the lawsuit would

render refinancing of the loan difficult or impossible and that Barus’s refusal to drop the lawsuit

resulted in additional costs and fees. The amended counterclaim requested that Barus’s trust be

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2021 IL App (2d) 200210-U, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barus-v-siurek-illappct-2021.