Carmichael v. Balke

CourtUnited States Bankruptcy Court, S.D. Texas
DecidedJuly 29, 2025
Docket14-03375
StatusUnknown

This text of Carmichael v. Balke (Carmichael v. Balke) is published on Counsel Stack Legal Research, covering United States Bankruptcy Court, S.D. Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carmichael v. Balke, (Tex. 2025).

Opinion

IN THE UNITED STATES BANKRUPTCY COURT FOR THE SOUTHERN DISTRICT OF TEXAS HOUSTON DIVISION

IN RE: § § CASE NO: 13-30466 IMPERIAL PETROLEUM RECOVERY § CORPORATION, § CHAPTER 7 § Debtor. § § DON B. CARMICHAEL, et al., § § Plaintiffs, § § VS. § ADVERSARY NO. 14-3375 § THOMAS BALKE, et al., § § Defendants. §

OPINION FOLLOWING REMAND This adversary proceeding was remanded from the District Court to this Court on December 7, 2023. The District Court’s remand was based on the Fifth Circuit’s decision. In re Imperial Petroleum Recovery Corp., 84 F.4th 264 (5th Cir. 2023). The Fifth Circuit affirmed the bulk of this Court’s decision that had been issued at ECF No. 750 on January 7, 2022. These limited issues were remanded: 1. Post judgment interest was to be included in the Court’s judgment. Id. at 271. Pursuant to the Fifth Circuit’s mandate, post judgment interest is awarded at the rate of 1.87% per annum accruing since January 31, 2018. 2. The Fifth Circuit affirmed that “The Carmichaels later received only one dilapidated MST-1000 unit, partially disassembled by Balker, instead of two renovated ones as expected.” Id. at 270. It also affirmed that “[t]he Carmichaels were entitled only to the cost of reassembly of the single, aging MST unit that Balke dismantled in violation of the automatic stay.” Id. at 270. However, it found that this Court had failed to properly measure the cost of reassembly. It instructed the Court to recalculate that amount, inclusive of any costs of repairing “significant wear” that occurred during disassembly. Id. at 270. Awardable damages would potentially include a “forklift and operator,” an electrician, an engineer, a “refrigeration tech,” and an “automation tech.” The Court was instructed to apply a “preponderance of the evidence” standard. Id. at 270. A set forth below, this Court has scrupulously applied the Fifth Circuit’s mandate. The actual damages award is $9,278.00. 3. The Fifth Circuit gave this Court discretion to adjust the attorneys’ fee award. As explained below, the bulk of effort expended by the Carmichael parties was spent attempting to obtain an award of damages not of the kind specified by the Fifth Circuit. The Court recognizes that this effort failed to recover 99% of the requested damages from the stay violation. Nevertheless, there is no reason why fair compensation should not be awarded. The Court awards 40% of the increased damages award as attorneys’ fees on remand. That amount raises the total fee award by $2,111.20. ANALYSIS OF REMAND ISSUES Post-Judgment Interest The original judgment in this adversary proceeding was entered on January 31, 2018. ECF No. 275. On that date, the post-judgment interest rate was 1.87% per annum. Post-Judgment Interest Rates – 2018, U.S. DIST. & BANKR. CT., S. DIST. OF TEX., https://www.txs.uscourts.gov/page/post-judgment-interest-rates-2018 (last visited July 25, 2025). The mandate in this case requires interest to accrue from the date of the original judgment. See Imperial Petroleum Recovery Corp., 84 F.4th at 271. The amended judgment that is issued pursuant to this Opinion following Remand will bear interest at 1.87% per annum from January 31, 2018. No other post-judgment interest accrues. Damages for Violation of the Automatic Stay To implement the mandate on remand, the Court issued its Case Management Order. Among other things, that order required the Plaintiffs to file a statement of the cost of reassembly of the MST unit. ECF No. 759 at 1. On January 31, 2024, Plaintiffs filed a “Plaintiffs’ Statement of Costs of Reassembly and Repair of MST- 1000.” ECF No. 764. The statement lists 20 categories of costs, with a total cost of $884,155.84. The bulk of the asserted costs go well beyond the amounts to be awarded under the Fifth Circuit’s mandate. The Court separately analyzes each of the 20 categories. 1. Costs for Prime Controls Skid Assembly of $174,750.00 plus a 20% Markup for a Total Charge of $200,963.00 Plaintiffs rely on several parts of the evidentiary record. $174,750.00 is listed as the cost of the Skid Assembly to be purchased in refurbished condition from Prime Controls, with a mark-up bringing the total cost to $200,963.00. See ECF No. 623-17 at 3. The Court has reviewed all of the “supporting evidence” referenced by the Plaintiffs on pages 2–3 of ECF No. 764. $200,963.00 is NOT the cost of reassembling the skid. This is the cost of a fully refurbished skid assembly. See ECF No. 764-1 at 50:18–21 (APX0043). The testimony in support of this exhibit is unambiguous. It is to refurbish the unit back into fully operational condition. See ECF No. 764-1 at 35– 40 (APX0028–APX0033). That is not returning the status quo ante. As the Fifth Circuit noted, the equipment was dilapidated before the stay violation. Imperial Petroleum Recovery Corp., 84 F.4th at 270 (“[T]he Carmichaels were entitled only to the cost of reassembly of the single, aging MST unit that Balke dismantled in violation of the automatic stay.”). As the Court previously found (and as affirmed by the Fifth Circuit): This estimate exceeds the measure of damages to which Plaintiffs are entitled because, while a disassembled MST 1000 unit was returned, Plaintiffs possessed all the components necessary to reassemble the unit. Since Plaintiffs could have reassembled the unit, the proper measure of damages would be the cost of reassembly. At most, Plaintiffs are entitled to the reasonable cost of reassembly of the returned MST 1000 unit, not the cost of renovating it. ECF No. 692 at 16. Plaintiffs are entitled to be restored to the position that existed before the stay violation. Plaintiffs refer to pages APX0035–APX0038 to demonstrate that the refurbishment cost is far less than the replacement cost. ECF No. 764-1 at 42–45. Although that appears to be true, restoration would return the unit to a condition far better than it was in prior to its disassembly. That is not what the mandate instructs this Court to do. APX0042–APX0043 is a transcript of a portion of Tim Cole’s trial testimony.1 ECF No. 764-1 at 49–50. That transcript demonstrates the cost estimate “of calculating the fair market value for refurbishing an MST-1000 skid in the amount of $884,156.” ECF No. 764-1 at 49 (APX0042). Mr. Cole testified that this cost is “[l]ower as compared to the new skid from scratch.” ECF No. 764-1 at 49 (APX0042). APX0045–APX0048 is additional trial testimony from Mr. Cole. ECF No. 764- 1 at 52–55. This testimony validates the pricing for the refurbishment. The Court concludes that there is nothing in the evidentiary record submitted by the Plaintiffs for this category of damage that shows the cost of reassembling the unit or of repairing the unit to the condition that existed prior to the automatic stay violation. Other charges, listed below, are relevant to this category of damages. To avoid double-counting, those charges are analyzed and awarded (if appropriate) under the category listed by the Plaintiffs below. Based on the absence of any evidence within this category, the Court awards $0.00 for this category. 2. Costs for Repair of Ferrite Microwave Transmitter Originally Installed on MST-1000 Demo Unit. Of $20,000.00 plus a 15% Markup for a Total Charge of $23,000.00 The Court has reviewed all of the “supporting evidence” referenced by the Plaintiffs on pages 4–5 of ECF No. 764. APX0049–APX0052 is testimony from Tim Cole. ECF No. 764-1 at 56–59. This cost estimate is for refurbishing the existing microwave transmitter. ECF No. 764-1 at 56:14–16 (APX0049). Nevertheless, part of the refurbishment included a charge for reassembling the existing parts that were disassembled. ECF No. 764-1 at 56:14– 25 (APX0049). The testimony references Plaintiffs’ Exhibit 120 at ECF 623-17. ECF No. 764-1 at 57 (APX0050). ECF No. 623-17 lists the $20,000 and the $23,000 numbers. ECF No. 623-17 at 3.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Cite This Page — Counsel Stack

Bluebook (online)
Carmichael v. Balke, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carmichael-v-balke-txsb-2025.