In re: Anthony S. Esposito v. Ferris, Thompson and Zweig, Ltd.

CourtUnited States Bankruptcy Court, N.D. Illinois
DecidedMarch 9, 2022
Docket20-96031
StatusUnknown

This text of In re: Anthony S. Esposito v. Ferris, Thompson and Zweig, Ltd. (In re: Anthony S. Esposito v. Ferris, Thompson and Zweig, Ltd.) is published on Counsel Stack Legal Research, covering United States Bankruptcy Court, N.D. Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re: Anthony S. Esposito v. Ferris, Thompson and Zweig, Ltd., (Ill. 2022).

Opinion

UNITED STATES BANKRUPTCY COURT NORTHERN DISTRICT OF ILLINOIS WESTERN DIVISION

In re: ) ) Bankruptcy Case 20-80596 Anthony S. Esposito, ) ) Chapter 7 Debtor. ) ) Judge Lynch ) Ferris, Thompson and Zweig, Ltd., ) ) Plaintiff, ) ) v. ) ) Adversary No. 20-96031 Anthony S. Esposito, ) ) Defendant. ) )

MEMORANDUM OPINION Before this court once again is Plaintiff’s claim that an alleged debt owed to it by the Debtor is non-dischargeable. According to the allegations raised in the third amended complaint, the underlying dispute between Plaintiff, a law firm, and the Debtor, an attorney, first arose sometime around 2010 when the Debtor allegedly stopped paying Plaintiff a percentage of the attorney’s fees awarded in several workers compensation cases that it had referred to the Debtor. Plaintiff believes the Debtor’s refusal to pay was a breach of the contracts the parties made for each referral; the Debtor thinks otherwise. The underlying merits of that dispute, however, are not before this court, and the court expresses no opinion on that matter. Instead, the issue in this adversary proceeding is whether any debt determined by the state court in still-pending litigation over those contracts is exempt from discharge under section 523(a) of the Bankruptcy Code. But in spite of it being

afforded multiple opportunities to show through its pleadings how this debt arises out of something more than a breach of contract, and to state a plausible claim for relief under section 523(a), Plaintiff has once again failed to do so. Such being the case, this court finds that further attempts to amend the complaint at this point would be futile and unduly prejudicial to the Debtor. Accordingly, for the reasons stated below, the pending motion to dismiss the third amended complaint will be granted with prejudice.

BACKGROUND While after multiple rounds of pleading this court is quite familiar with the background facts, the facts considered in this opinion are taken only from the pending third amended complaint unless otherwise noted. , 354 F.3d 632, 638 n.1 (7th Cir. 2004) (“It is axiomatic that an amended complaint supersedes an original complaint and renders the original complaint void.”). While the court will not repeat its discussion of the requirements for

withstanding a Rule 12(b)(6) motion found in its earlier decisions, it bears emphasis that, in reviewing a motion to dismiss, the court must “accept all well-pleaded allegations of fact as true and draw all reasonable inferences in the plaintiffs’ favor.” , 930 F.3d 812, 821 (7th Cir. 2019). However, “[l]egal conclusions do not get the same benefit” and may be disregarded.

The Debtor is an attorney who concentrates his practice on workers compensation cases. (3d Am. Compl. ¶ 2, ECF No. 88.) From 1991 through 2010, Plaintiff and the Debtor entered into a “series of contracts” in which “Plaintiff referred its workers compensation cases to Debtor, and Debtor promised to pay Plaintiff a share of the fees for the claims recovered.” ( ¶¶ 3, 6.) In particular, the contracts provided that “Plaintiff would receive 45% of any attorneys’ fees awarded

to the Debtor” in the referred cases. ( ¶ 4; Ex. A.) Before their relationship deteriorated, Plaintiff had referred more than 600 clients to the Debtor, and the Debtor had paid Plaintiff the agreed-upon percentage of awarded attorney’s fees, 45%, based on these written referral agreements. ( ¶¶ 11-12.)

The parties’ working relationship changed on or around July 8, 2010. At that time, the Debtor was working on more than 25 cases for clients that had been referred to him by Plaintiff. At least 10 of those cases were “resolved” after July 8, 2010.1 ( ¶ 13.) Despite Plaintiff’s demand for payment of 45% of the attorney’s fees recovered in those cases, the Debtor “refused to pay Plaintiff its contractual portion of the

1 By alleging at least 10 of the cases were “resolved,” it is likely Plaintiff means that is how many of the pending cases resulted in a favorable outcome with attorney’s fees being awarded to the Debtor. Attached to the third amended complaint as Exhibit A is a series of 11 letters confirming the parties’ fee-sharing agreement for the named clients and the corresponding written consent of those clients. Although it is not entirely clear from the current pleading, the court assumes that these are the contracts which form the basis of the dispute between the parties. recovery.” ( ¶ 14.) As a result, Plaintiff alleges it is entitled to a total of $46,192.42 plus statutory interest from the Debtor. ( ¶ 15.)

On March 20, 2020, the Debtor filed his chapter 7 petition. He listed in his schedules, among other things, an unsecured claim of Plaintiff, Ferris Thompson Zweig, Ltd., in the amount of $46,278.11. He marked that claim as disputed.2 It is apparent, therefore, that despite the extensive litigation that had occurred in state court before the bankruptcy filing ( ¶¶ 16-17), the parties’ underlying contractual dispute remained unresolved as of the petition date. On July 6, 2020,

Plaintiff filed its initial adversary complaint seeking a determination that any debt arising out of the pending state court litigation be found non-dischargeable under sections 523(a)(4) and (a)(6). The chapter 7 trustee filed a no-asset report and on July 14, 2020, the Debtor was granted a discharge. Thus, this adversary proceeding appears to be the only thing preventing the bankruptcy case from closing.

On August 20, 2020, the Debtor filed his first motion to dismiss the adversary complaint pursuant to Federal Rule of Civil Procedure 12(b)(6). (ECF No. 15.) Before briefing on the motion, and at the Plaintiff’s request, the complaint was dismissed without prejudice and with leave for Plaintiff to file an amended complaint. (ECF No. 22.)

2 There is no explanation in the record for the slight variation between the amount of Plaintiff’s claim listed on Schedule E/F and the amount alleged in the third amended complaint in this adversary proceeding. On November 25, 2020, Plaintiff filed an amended complaint, once again seeking a determination that any debt arising out of its pending lawsuit was non- dischargeable pursuant to sections 523(a)(4) and (a)(6). (ECF No. 25.) In particular, Plaintiff alleged that the Debtor’s retention of the entire attorney’s fee awarded in

each referred case constitutes embezzlement for purposes of section 523(a)(4), and that the Debtor’s failure to pay the money he owed Plaintiff was a willful and malicious injury for purposes of section 523(a)(6). ( ) The Debtor once again filed a motion to dismiss arguing that the amended complaint failed to state a claim for relief under either sections 523(a)(4) or (a)(6), and that the complaint alleged “nothing more than a breach of contract.” (ECF No. 32.)

After the parties fully briefed the issues, the court granted the Debtor’s motion to dismiss. (ECF No. 49.) In the written minute order, the court laid out the applicable general standards for a Rule 12(b)(6) ruling and the particular elements necessary to state a claim for embezzlement under section 523(a)(4) and for a willful

and malicious injury under section 523(a)(6).

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In re: Anthony S. Esposito v. Ferris, Thompson and Zweig, Ltd., Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-anthony-s-esposito-v-ferris-thompson-and-zweig-ltd-ilnb-2022.