Federal Deposit Insurance v. Icard, Merrill, Cullis, Timm, Furen & Ginsburg, P.A.

588 F. App'x 853
CourtCourt of Appeals for the Eleventh Circuit
DecidedOctober 2, 2014
Docket13-14332
StatusUnpublished

This text of 588 F. App'x 853 (Federal Deposit Insurance v. Icard, Merrill, Cullis, Timm, Furen & Ginsburg, P.A.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Eleventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Federal Deposit Insurance v. Icard, Merrill, Cullis, Timm, Furen & Ginsburg, P.A., 588 F. App'x 853 (11th Cir. 2014).

Opinions

RESTANI, Judge:

The Federal Deposit Insurance Corporation (“FDIC”), as receiver for First Priority Bank (“the Bank”), brought claims alleging legal malpractice and breach of fiduciary duty against Defendants Robert E. Messick and Icard, Merrill, Cullis, Timm, Furen & Ginsburg, PA. (collectively, “Icard Merrill”) arising from Icard Merrill’s representation of the Bank in closing a $5.3 million loan to River Meadows Development, LLC (“River Meadows”). The FDIC alleged that absent Icard Merrill’s negligence and breach of fiduciary duty, the Bank would not have made the loan, which subsequently went into default and was sold for approximately $700,000. A jury returned a verdict in favor of the FDIC in the amount of $1,149,051.09. Icard Merrill appeals the district court’s denial of their motion for judgment as a matter of law, arguing that there was insufficient proof that their acts or omissions proximately caused the Bank’s damages. We agree that there was insufficient evidence of causation and reverse.

BACKGROUND

Messick, a partner at Icard, Merrill, Cullis, Timm, Furen & Ginsburg, PA., was hired by the Bank to close a $5.3 million loan to River Meadows. The loan was to be used to fund predevelopment costs of a housing project and to pay off an existing mortgage on one of the parcels of land to be developed for the project. The project was to be completed in two stages. The first stage (“Phase I”) involved the development of three parcels of land totaling approximately 22 acres. The second stage involved the development of two additional parcels of land, one of which was a 25-acre waterfront property (“the waterfront parcel”).

Icard Merrill had assisted River Meadows’ managing member, Mark Brivik, in obtaining four of the five parcels intended to be used as part of the project. They were unable, however, to acquire the wa[855]*855terfront parcel. Although Brivik sought an option to purchase the waterfront parcel, he was able to secure only a right of first refusal.

Icard Merril had also represented U.S. Funding, which held the mortgage to be paid off. The last extension of this mortgage was due to expire shortly before the loan from the Bank to River Meadows was executed.

The Chief Lending Officer at the Bank, Steve Putnam, drafted a preliminary Credit-Approval Report (“CAR”) to present to the Bank’s loan committee, which had the authority to approve or deny the loan. The CAR included as collateral the assignment of an option to purchase the waterfront parcel and priced the option as “TBD” (shorthand for “to be determined”). The summary and collateral analysis sections of the CAR, however, did not mention the assignment of an option. The CAR also included as collateral a mortgage on the Phase I parcels and assignment of all plans, permits, and contracts related to the Phase I parcels. The Phase I parcels were appraised at $8,339,000 collectively. The CAR additionally indicated that the guarantors on the loan (the individual investors in River Meadows) had a combined liquidity of $7.3 million. The preliminary CAR was sent to Icard Merrill and Icard Merrill drafted the loan commitment letter based on the CAR.

The loan was approved by the loan committee on February 16, 2006. The unsigned minutes of the committee meeting did not indicate any waiver of the requirement that an option to purchase the waterfront property be included as collateral.

The Bank and River Meadows subsequently executed the loan commitment letter, but the letter failed to include as collateral an assignment of an option to purchase the waterfront parcel. The resultant loan documents likewise did not require the assignment of an option. The loan closed on March 22, 2006. Icard Merrill represented both the Bank and River Meadows at the closing.

The loan went into default in August 2007. The Bank attempted to foreclose and filed a collection action against the • guarantors. The guarantors asserted that Icard Merrü’s conflicts of interest relieved them from liability on the loan. The difficulties in collecting hindered the Bank in its attempt to sell the loan package and “quite a bit” of the loan was written off by the Bank. The Bank failed during the foreclosure action. The FDIC was appointed as receiver of the Bank and ultimately sold the loan package for $693,720.

The FDIC filed suit in December 2011. The complaint alleged legal malpractice and breach of fiduciary duty for failing to obtain as collateral the assignment of an option to purchase the waterfront parcel, failing to obtain a written waiver of the requirement that the option be included as collateral, and failing to disclose that the purported option contract was actually a fight of first refusal. The complaint also alleged breach of fiduciary duty for failing to advise the Bank of Icard Merrill’s conflicts of interest. A jury found in favor of the FDIC on both counts. The district court subsequently denied Icard Merrill’s renewed motion for judgment as a matter of law. Icard Merrill appeals.

JURISDICTION AND STANDARD OF REVIEW

The district court had jurisdiction pursuant to 12 U.S.C. § 1819(b)(2) and 28 U.S.C. § 1331. We exercise appellate jurisdiction pursuant to 28 U.S.C. § 1291. We review a district court’s ruling on a motion for judgment as a matter of law de novo. Hubbard v. BankAtlantic Bancorp, Inc., 688 F.3d 713, 723 (11th Cir.2012). “Under [856]*856Rule 50, a court should render judgment as a matter of law when ... there is no legally sufficient evidentiary basis for a reasonable jury to find for [the nonmoving] party.” Reeves v. Sanderson Plumbing Prods., Inc., 530 U.S. 133, 149, 120 S.Ct. 2097, 147 L.Ed.2d 105 (2000) (internal quotation marks omitted). The court reviews “all the evidence, drawing all reasonable inferences in favor of the nonmoving party.” Hubbard, 688 F.3d at 724.

DISCUSSION

Icard Merrill contends that there was insufficient evidence to support the jury’s causation finding. To prove causation under Florida law,

a plaintiff must introduce evidence which affords a reasonable basis for the conclusion that it is more likely than not that the conduct of the defendant was a substantial factor in bringing about the result. A mere possibility of such causation is not enough; and when the matter remains one of pure speculation or conjecture, or the probabilities are at best evenly balanced, it becomes the duty of the court to direct a verdict for the defendant.

Guinn v. AstraZeneca Pharms. LP, 602 F.3d 1245, 1256 (11th Cir.2010) (quoting Gooding v. Univ. Hosp. Bldg., Inc., 445 So.2d 1015, 1018 (Fla.1984)); see also USA Interactive v. Dow Lohnes & Albertson, P.L.L.C., 328 F.Supp.2d 1294, 1308, 1313 & n. 42 (M.D.Fla.2004) (applying this standard to both legal malpractice and breach of fiduciary duty claims).

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Bluebook (online)
588 F. App'x 853, Counsel Stack Legal Research, https://law.counselstack.com/opinion/federal-deposit-insurance-v-icard-merrill-cullis-timm-furen-ca11-2014.