Certain Underwriters at Lloyd's, London v. Hill, Kertscher & Wharton, LLP

CourtDistrict Court, S.D. California
DecidedMarch 14, 2022
Docket3:21-cv-01158
StatusUnknown

This text of Certain Underwriters at Lloyd's, London v. Hill, Kertscher & Wharton, LLP (Certain Underwriters at Lloyd's, London v. Hill, Kertscher & Wharton, LLP) is published on Counsel Stack Legal Research, covering District Court, S.D. California primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Certain Underwriters at Lloyd's, London v. Hill, Kertscher & Wharton, LLP, (S.D. Cal. 2022).

Opinion

1 2 3 4 5 6 7 8 UNITED STATES DISTRICT COURT 9 SOUTHERN DISTRICT OF CALIFORNIA 10 11 CERTAIN UNDERWRITERS AT Case No.: 21-CV-1158 JLS (WVG) LLOYD’S, LONDON, 12 ORDER (1) GRANTING Plaintiff, 13 DEFENDANT’S REQUEST FOR v. JUDICIAL NOTICE; (2) GRANTING 14 DEFENDANT’S MOTION TO STAY; HILL, KERTSCHER & WHARTON, 15 (3) DENYING PLAINTIFF’S LLP; DOUGLAS R. KERTSCHER; MOTIONS FOR DEFAULT 16 ROBERT R. JOSEPH; DARYL JUDGMENT; AND (4) GRANTING MOODY; MAST NINE, INC.; UAS 17 PLAINTIFF’S EX PARTE MOTION INVESTMENTS, LLC; LEUCADIA TO EXTEND TIME TO SERVE 18 INVESTMENT HOLDINGS, INC.; SUMMONS AND ALLOWING RONALD E. STADTMUELLER, 19 SERVICE BY PUBLICATION ON Defendants. DARYL MOODY 20

21 (ECF Nos. 6, 23, 42, 43) 22 23 Presently before the Court is Defendant Ronald E. Stadtmueller, Chapter 7 Trustee 24 for Leucadia Group, LLC’s (the “Trustee”) Motion to Dismiss, or, in the alternative, Stay 25 the Complaint (“Mot.,” ECF No. 6), as well as the Trustee’s Request for Judicial Notice in 26 support of the same (“RJN,” ECF No. 6-1). Plaintiff Certain Underwriters at Lloyd’s, 27 London (“Plaintiff” or the “Underwriters”) filed an Opposition to the Motion (“Opp’n,” 28 ECF No. 25), and the Trustee filed a Reply in Support of the Motion (“Reply,” ECF No. 1 26). Defendants Hill, Kertscher & Wharton, LLP (“HKW”); Douglas R. Kertscher; and 2 Robert R. Joseph (collectively, the “HKW Defendants”) filed a Notice of Joinder in the 3 Trustee’s Motion to Stay Proceedings and Request for Judicial Notice (ECF No. 15). 4 Plaintiff also has filed Motions for Default Judgment against Defendants Leucadia 5 Investment Holdings, Inc.; Mast Nine, Inc.; and UAS Investments, LLC (ECF Nos. 42, 6 43), as well as an Ex Parte Motion to Extend Time to Serve Summons and Complaint and 7 for Order Allowing Service on Daryl Moody by Publication (ECF No. 23). The Court took 8 these matters under submission without oral argument pursuant to Civil Local Rule 9 7.1(d)(1). See ECF Nos. 24, 44. Having carefully reviewed Plaintiff’s Complaint 10 (“Compl.,” ECF No. 1), the Parties’ arguments, and the law, the Court rules as follows. 11 BACKGROUND 12 The Underwriters issued a professional liability insurance policy (the “Policy”) to 13 the Georgia law firm HKW and attorneys Douglas R. Kertscher and Robert R. Joseph. 14 Compl. ¶ 14. There are two malpractice lawsuits pending against the HKW Defendants 15 arising from legal advice the HKW Defendants provided in litigation in California and 16 Georgia. See id. ¶¶ 18, 21–22. First, Georgia resident Daryl Moody (“Mr. Moody”) and 17 his Georgia entities Mast Nine, Inc.; UAS Investments, LLC; and Leucadia Investment 18 Holdings, Inc. (collectively, the “Moody Defendants”) filed a legal malpractice action 19 against the HKW Defendants in Cobb County Superior Court on April 28, 2017. Id. ¶ 21; 20 see Moody v. Hill, Kertscher & Wharton, LLP, No. 17-A-1127 (Ga. Sup. Ct. 2017) (the 21 “Underlying Georgia Action”). Second, Leucadia Group LLC, which is currently the 22 subject of Chapter 7 bankruptcy proceedings, filed a professional negligence action against 23 the HKW Defendants and others in San Diego Superior Court on August 31, 2018. Compl. 24 ¶ 22; see Stadtmueller v. Hill, Kertscher & Wharton, LLP, No. 37-2018-00044438-CU- 25 BC-CTL (Cal. Sup. Ct. 2018) (the “Underlying California Action”). 26 I. The Georgia Declaratory Relief Action 27 On May 16, 2017, one month after the Moody Defendants filed the Underlying 28 Georgia Action against the HKW Defendants, the Underwriters filed a separate declaratory 1 relief action in Georgia state court against the HKW Defendants and Mr. Moody. See 2 Certain Underwriters at Lloyd’s, London v. Moody, No. 17103671 (Ga. Sup. Ct. 2017) (the 3 “Georgia Declaratory Relief Action”). The Georgia Declaratory Relief Action seeks an 4 adjudication that the Policy does not cover the Underlying Georgia Action brought by the 5 Moody Defendants against the HKW Defendants. See ECF No. 6-2. Plaintiff advanced 6 several arguments as to why the Policy did not provide coverage. Relevant to the present 7 action, Plaintiff argued coverage was barred because (1) the claims in the Underlying 8 Georgia Action arose from an incident that occurred before the effective date of the Policy; 9 (2) the conditions for the claims to be covered had not been met; and (3) the HKW 10 Defendants had knowledge of the incident that would form the basis of the Moody 11 Defendant’s claim prior to the effective date of the Policy. Id. ¶¶ 68–70. 12 The Georgia Declaratory Relief Action proceeded to summary judgment, where 13 Plaintiff argued that the court should hold that the Underwriters “have no legal duty to 14 provide for a defense or to indemnify any of the [HKW] Defendants for any judgment, 15 settlement, or claim in the [Underlying Georgia Action].” ECF No. 6-3 at 37. Plaintiff 16 prevailed at summary judgment. See ECF No. 6-4. The Georgia court found that the Policy 17 did not cover any of the claims in the Underlying Georgia Action because the claims were 18 made prior to the Policy’s effective date, and the HKW Defendants had pre-Policy 19 knowledge of the incident that they could reasonably expect to form the basis of Mr. 20 Moody’s claim. Id. at 19. 21 On June 15, 2020, the Court of Appeals of Georgia overturned the lower court’s 22 summary judgment ruling. See ECF No. 6-5. The appellate court held that there were 23 issues of material fact as whether the HKW Defendants had pre-Policy knowledge and that 24 the lower court erred in finding the Moody Defendants’ claim was made prior to the 25 effective date of the Policy. Id. at 17–18. On June 9, 2021, the HKW Defendants filed a 26 motion in the state court requesting leave to amend their answer and assert a counterclaim 27 against the Underwriters. See Georgia Declaratory Relief Action, ECF No. 151. The 28 Georgia Court granted the motion, and the HKW Defendants subsequently filed a 1 counterclaim seeking declaratory judgment that the Policy obligates Plaintiff to defend and 2 indemnify the HKW Defendants in the Underlying Georgia Action. See id., ECF No. 153. 3 II. The Present Action 4 On June 23, 2021, fourteen days after the HKW Defendants asserted their 5 counterclaim in Georgia state court, Plaintiff filed the present action. The Complaint seeks 6 a determination that “the Policy is rescinded ab initio based on material misrepresentations 7 in the HKW Defendants’ application for the policy, and that the policy therefore provides 8 no coverage to any of the HKW Defendants.” Compl. ¶ 16. Alternatively, Plaintiff seeks 9 a judgment declaring that the Policy by its terms provides no coverage for the Underlying 10 California Action and the Underlying Georgia Action. Id. ¶ 17. The Underwriters named 11 the HKW Defendants; the Moody Defendants; Leucadia Investment Holdings, Inc.; and 12 the Trustee as defendants. See generally Compl. 13 The HKW Defendants answered Plaintiff’s Complaint on August 25, 2021. ECF 14 No. 7. In lieu of answering, the Trustee filed the present Motion to Dismiss or Stay the 15 Complaint. See generally Mot. The HKW Defendants filed a Notice of Joinder in Part in 16 the Trustee’s Motion, limited to the Trustee’s request to stay the proceedings until the 17 Georgia Declaratory Relief action has concluded. ECF No. 15. 18 REQUEST FOR JUDICIAL NOTICE 19 As an initial matter, the Trustee requests that the Court take judicial notice of several 20 documents filed in the Georgia Declaratory Relief Action. See generally RJN. Plaintiff 21 does not oppose the Trustee’s request, and the HKW Defendants joined in the Trustee’s 22 request. 23 As a general rule, a district court cannot rely on evidence outside the pleadings in 24 ruling on a Rule 12(b)(6) motion without converting the motion into a Rule 56 motion for 25 summary judgment. See United States v. Ritchie, 342 F.3d 903

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Certain Underwriters at Lloyd's, London v. Hill, Kertscher & Wharton, LLP, Counsel Stack Legal Research, https://law.counselstack.com/opinion/certain-underwriters-at-lloyds-london-v-hill-kertscher-wharton-llp-casd-2022.