(BK) In Re: Ernesto & Marilyn Patacsil

District Court, E.D. California·Decided December 16, 2024·No. 2:23-cv-01231·Unknown

Opinion

In Re ERNESTO PATACSIL, et al., District Case No. 2:23-cv-01231-DJC Debtors. Bankr. Case No. 20-23457-A-7 JOSEPH CABARDO, et al., Bankr. Adversary Case No. 20-02167-A Appellants, v. ORDER ERNESTO PATACSIL, et al., Appellees.

This appeal asks whether the bankruptcy court in Appellant’s adversary

proceeding was correct in holding that only 75% of the California Private Attorneys

General Act (“PAGA”) penalties awarded in Appellants’ district court case against

Appellees were n on-dischargeable under 11 U.S.C. § 523(a)(7). Section 523(a)(7) states that bankruptcy courts may not discharge non-compensatory penalties payable to and for the benefit of a governmental unit. The bankruptcy court held that 75% of the PAGA penalties, or the portion of the penalties statutorily payable to the State of California, were non-dischargeable under section 523(a)(7), while the remaining 25%, or the portion statutorily payable to aggrieved employees, were not. However, Appellants argue that 100% of the PAGA penalties, as well as their attorneys’ fees, are non-dischargeable under section 523(a)(7) as they are payable in their entirety to the

State as the real party in interest in the action.

The Court concludes that, under the plain meaning of section 523(a)(7), while

the 25% of the PAGA penalties awarded to the aggrieved employees are a penalty

and are for the benefit of a governmental unit, they are not payable to a governmental

unit and are therefore subject to discharge. Thus, the Court will affirm the bankruptcy

court’s order and will remand this matter to the bankruptcy court for further

proceedings consistent with this order.

Appellants are former employees of Appellees, who owned and ran nursing

homes for the disabled. (Appellants’ Br. (ECF No. 14) at 14.) Appellants filed suit

against Appellees on June 26, 2012, in the Eastern District of California, bringing

claims under the Fair Labor Standards Act, 29 U.S.C. §§ 201–219; California Labor

Code, Cal. Lab. Code §§ 200–1197; California Unfair Competition Law, Cal. Bus. &

Prof. Code §§ 17200–17209; and PAGA, Cal. Lab. Code § 2699 et seq. (Id. at 9;

Appellants’ R., Volume 2 (ECF No. 15-2), at 306.1) The matter went to trial on February

3, 2020, and on March 6, 2020, the jury returned a verdict for Appellants on all causes

of action, awarding them damages. (Appellants’ Br. at 9.) The district court awarded

Appellants $893,815.62 in damages and $1,077,218.62 in attorneys’ fees.

(Appellants’ R., Volume 2, at 305–312.) Of the damages awarded, $79,524.53 were

PAGA penalties awarded to Appellants and the State of California. (Id. at 315.)

On July 14, 2020, Appellees filed for Chapter 7 bankruptcy. (Appellants’ Br. at

10.) Appellants subsequently filed a bankruptcy adversary proceeding seeking a

determination of the dischargeability2 of their damages and attorneys’ fees recovered

1 Citations to Appellants’ Record refer to the page number in the Excerpts of Record, not original page numbers. 2 A discharge in bankruptcy releases a debtor from personal liability with respect to any discharged debt by voiding any past or future judgments on the debt and enjoining creditors from attempting to collect or to recover the debt. See Tenn. Student Assistance Corp. v. Hood, 541 U.S. 440, 447 (2004). in the district court case. (Id. at 11.) Appellants argued that the PAGA penalties and

accompanying attorneys’ fees were non-dischargeable under 11 U.S.C. § 523(a)(7).

(Id.) The bankruptcy court, however, held that only 75% of the PAGA penalties, the

portion earmarked for the State of California, were non-dischargeable under

section 523(a)(7). (Id. at 13.) The court also held that attorneys’ fees awarded under

PAGA were not excepted from discharge. (Id.)

Appellants moved to appeal that order and were granted leave to appeal by

this Court. (ECF Nos. 4, 17.) Appellants argue that the bankruptcy court erred in

concluding only 75% of the penalties awarded under PAGA fall within the discharge

exception set forth in 11 U.S.C. § 523(a)(7) and that attorneys’ fees awarded under

PAGA do not fall within that exception. (Appellants’ Br. at 14–15.)

The Court held argument on August 8, 2024, with Caroline Hill appearing for

Appellants, and Charles Hastings and Natali Ron appearing for Appellees. The Court

took the matter under submission.

UNDERSTANDING THE CALIFORNIA PRIVATE ATTORNEY GENERAL’S ACT

The California legislature enacted PAGA over 20 years ago because it was in

the public interest to allow aggrieved employees,3 acting as private attorneys general,

to recover civil penalties for Labor Code violations “with the understanding that labor

law enforcement agencies were to retain primacy over private enforcement efforts.”

Baumann v. Chase Inv. Servs. Corp., 747 F.3d 1117, 1121 (9th Cir. 2014) (quoting Arias

v. Superior Ct., 46 Cal. 4th 969, 980 (2009)). PAGA addressed two core problems that

hampered the prosecution of labor act violations. Iskanian v. CLS Transp. L.A., LLC, 59

Cal. 4th 348, 379 (2014). First, district attorneys were reluctant to prosecute labor law

violations because they were considered low priorities. Id. Second, there was a

shortage of government resources that could not keep pace with the sprawling and

often “underground” economy. Id. The legislature’s solution was to “deputize and

3 An aggrieved employee is any person who was employed by the alleged violator and against whom one or more of the alleged violations was committed. Lab. Code § 2699(c)(1). incentivize employees uniquely positioned to detect and prosecute [] violations . . . .”

Id. at 390.

PAGA allows aggrieved employees to sue an employer personally and on

behalf of other current or former employees to recover civil penalties for Labor Code

violations if the California Labor and Workforce Development Agency (“LWDA”)

declines to investigate or prosecute alleged labor law violations. Baumann, 747 F.3d

at 1121; see also Lab. Code § 2699(a). The LWDA keeps 75% of any penalties

imposed leaving the remaining 25% for aggrieved employees. Arias, 46 Cal. 4th at

980–81. Aggrieved employees who prevail in a PAGA action are also entitled to

recover reasonable attorneys’ fees and costs. Lab. Code § 2699(k)(1).

The California Supreme Court describes PAGA as a “procedural statute” which

allows aggrieved employees to recover civil penalties “that otherwise would be

sought by state labor law enforcement agencies.” Amalgamated Transit Union, Local

1756, AFL-CIO v. Superior Ct., 46 Cal. 4th 993, 1003 (2009). In bringing a PAGA

action, “the aggrieved employee acts as the proxy or agent of state labor law

enforcement agencies, representing the same legal right and interest as those

agencies, in a proceeding that is designed to protect the public, not to benefit private

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