In re: Roberto Negron Perez and Marilyn Noemi Ayala Velez v. Almacenes Pitusa, Inc.; PR Retail Stores, Inc.; P.D.C.M. Associates, S.E.; Israel Kopel and his wife Josefina Ballester Cabrera and their legal conjugal partnership; ABC Corp. and/or S.E.; Defins. Corp.; GHI Ins. Corp.; JKL Ins. Corp.

CourtUnited States Bankruptcy Court, D. Puerto Rico
DecidedMay 5, 2008
Docket07-00240
StatusUnknown

This text of In re: Roberto Negron Perez and Marilyn Noemi Ayala Velez v. Almacenes Pitusa, Inc.; PR Retail Stores, Inc.; P.D.C.M. Associates, S.E.; Israel Kopel and his wife Josefina Ballester Cabrera and their legal conjugal partnership; ABC Corp. and/or S.E.; Defins. Corp.; GHI Ins. Corp.; JKL Ins. Corp. (In re: Roberto Negron Perez and Marilyn Noemi Ayala Velez v. Almacenes Pitusa, Inc.; PR Retail Stores, Inc.; P.D.C.M. Associates, S.E.; Israel Kopel and his wife Josefina Ballester Cabrera and their legal conjugal partnership; ABC Corp. and/or S.E.; Defins. Corp.; GHI Ins. Corp.; JKL Ins. Corp.) is published on Counsel Stack Legal Research, covering United States Bankruptcy Court, D. Puerto Rico primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re: Roberto Negron Perez and Marilyn Noemi Ayala Velez v. Almacenes Pitusa, Inc.; PR Retail Stores, Inc.; P.D.C.M. Associates, S.E.; Israel Kopel and his wife Josefina Ballester Cabrera and their legal conjugal partnership; ABC Corp. and/or S.E.; Defins. Corp.; GHI Ins. Corp.; JKL Ins. Corp., (prb 2008).

Opinion

1 UNITES STATES BANKRUPTCY COURT 7 FOR THE DISTRICT OF PUERTO RICO IN RE: 4 5 ROBERTO NEGRON PEREZ | Case No. 03-09166 (ESL) MARILYN NOEMI AYALA VELEZ | Chapter 7 6 DEBTORS 7

g || WILFREDO SEGARRA MIRANDA, CHAPTER 7 TRUSTEE OF THE 10 | ESTATE OF ROBERTO NEGRON PEREZ AND MARILYN NOEMI | AYALA VELEZ 12 | Plaintiff 13 | Adv, Proc. No. 07-00240 v. 14 15 | ALMACENES PITUSA, INC.; PR RETAIL STORES, INC.; P.D.C.M. | 16 | ASSOCIATES, S.E.; ISRAEL KOPEL | AND HIS WIFE JOSEFINA 17 | BALLESTER CABRERA AND THEIR | 18 LEGAL CONJUGAL PARTNERSHIP; | ABC CORP. AND/OR S.E.; DEFINS. 19 || CORP.; GHI INS. CORP.; JKL INS. CORP. 20 1 Defendants : 22 23 OPINION AND ORDER 24 The instant adversary proceeding is before the court on defendants’ partial motion to dismiss 25 the complaint in Its entirety as to several defendants, and to dismiss Cause II of the complaint as to 26 ali defendants for failure to state a claim upon which relief can be granted, pursuant to 9g || Ped.R.Bankr.P. 7012(b)(6). (Dkt. 16). Plaintiff, Wilfredo Segarra Miranda is the chapter 7 Trustee (the “Plaintiff” or “Trustee”) on behalf of the estate of debtors, Roberto Negron Perez and Marilyn

1 || Ayala. (“Debtors”) The defendants are Almacenes Pitusa, Inc. (“Pitusa”), Israel Kopel (“Kopel”) and 2 his wife, Josefina Ballester Cabrera (“Mrs. Kopel”) and their conjugal partnership (together, the “Kopels’”), PDCM Associates, S.E. (“PDCM”), P.R. Retail Stores, Inc. (“PR Retail”) and certain

5 unnamed insurance companies (separate from Pitusa, the “non-Pitusa Defendants’) (and jointly with 6 || Pitusa, the “Defendants”). The Motion to dismiss is based on: 1) lack of privity of contract between 7 || the Debtors and the Kopels and PDCM; and 2) lack of standing by the Trustee to bring Cause II for 8 breach of contract. For the reasons discussed below, the Motion, as prayed for, is denied. ? Procedural background The Trustee filed the complaint on July 12, 2007. (Dkt. 1).' Defendants filed the partial motion to dismiss on September 14, 2007. (Dkt. 16) (the “Motion”). The Trustee opposed the 13 || Motion (Dkt. 19) (“Plaintiff's Opposition”), and Defendants filed a reply in support. (Dkt. 22) 14 || “Defendants’ Reply”), The Trustee filed a sur-reply in opposition to the Motion on December 19, 1s 2007. (Dkt. 25) (“Plaintiff's Sur-reply’”). The Defendants argue that the claims in the complaint are contractual in nature; and deny that the second cause of action (for breach of contract and damages)

13 is a core proceeding and, if not dismissed, they do not consent to a final determination of the claim 19 || by this court. (Dkt. 16 at 4). 20 || The complaint 21 This action was filed on July 12, 2007. For purposes of deciding this Motion, the Defendants concede that the properly pleaded facts and allegations in the complaint are treated as truc.” (Dkt. 16 at 6). The Debtors had filed for chapter 11 relief on January 4, 2001, but the case was dismissed in

25 August 2003. (See Case No. 01-00168 (ESL)). Shortly thereafter, on August 25, 2003, the Debtors 260° ' References to matters of record will be to “Dkt. __”. ? Defendants do not consent to core proceeding jurisdiction over Cause II. (Dkt. 16 at 4). However, for the 28 || reasons discussed below, the court finds that the action is core. -2-

1 | filed the instant petition under chapter 11 of the Bankruptcy Code. (the “Code”) (Case No. 03-09166 2 (ESL)). In both bankruptcy cases, Debtors were relying on the rental income from the Property {among other revenues) at issue in this proceeding to confirm and consummate a plan.

5 There are two types of claims of property of the estate at issue in this adversary proceeding. 6 || The first type is the unpaid rent sought in Cause I. The second type is the damages claimed in Cause 7 || IL related to a two story commercial building located in the town of Adjuntas, P.R., known in this 8 | case as the “Yumuri Building”. The Yumuri Building was built on a two cuerdas tract of land that belonged to Debtors. (hereinafter, the “Property”) A substantial part of the Property was leased to Pitusa with court approval (Case No. 01-00168) starting in November 2001. (the “Lease”). In June

12 || 2002, the Lease was amended to include additional space. (the “Amendment’”) Debtors’ case was 13 || converted to chapter 7 on February 14, 2006, 14 The Defendants are a group of purportedly related business entities and individuals doing IS business in Puerto Rico. The Kopels are the sole shareholders of Pitusa and PR Retail; Kopel is Pitusa’s president and is the majority Administrative Partner of PDCM. In November 2006, the

18 Trustee sold the Property to PDCM for $1.75 million as part of Debtors’ chapter 7 liquidation. 19 The claims in the complaint arise from the alleged breach of a lease agreement signed by 20 || Debtors and Pitusa and sets forth the following causes of action: (Cause J) the collection of unpaid 21 rents owed by Pitusa under the lease; (Cause I) damages for breach of contract: expected rents and difference in property value, and; (Cause IH) reimbursement of costs, expenses and attorney’s fees incurred to enforce the terms of the lease. The claims against the non-Pitusa Defendants are couched 75 || in terms of alter ego theories of liability. (Dkt. 1). 26 According to the complaint, on November 16, 2001 Debtors leased space to Pitusa in the 27 yvumuri Building. The Lease was for approximately 25,464 square feet of space in the Property, at 28 _2.

1 || the rate of $6 dollars per square foot. Pursuant to the terms of the Lease, Pitusa had an obligation to 2 pay rent at the rate of $12,732 per month, starting in February 2002. At all relevant times Pitusa only paid $12,500 per month, thus accumulating $232 dollars per month in partial unpaid arrears

5 throughout the term of the Lease until the Property was sold m November 2006. Thus, the $13,238 6 || dollars claimed in the first count of Cause I were accumulated from about February 2002 through 7 || November 2006. 8 On June 28, 2002 the parties executed an Amendment to the Lease whereby Pitusa leased ° three additional spaces which added approximately 12,400 square feet to the Lease, at the same rental rate. Under the Amendment, Pitusa was liable to Debtors for an extra $6,199 per month in rent

12 || Payments. (Dkt. 1 26, 27). According to the complaint, Pitusa’s obligation to pay rent under the 13 || Amendment began at the earlier of 90 days after executing the Amendment, or when Pitusa opened 14 |! for business, whichever occurred first. Pitusa also had a right to off-set from the rent payment up to 15 50% of the costs of improvements, subject to approval by Debtors of the construction plans. Pitusa never exercised its off-set option. Likewise, Pitusa did not pay any rent for the additional space 18 leased under the Amendment.’ Plaintiff's second damage claim in Cause I of the complaint is for 19 || $223,198, equal to thirty-six months ofrent due under the Amendment. Thus, the inference from the 20 || complaint is that Pitusa’s rent obligation under the Amendment started in November 2003, the date 21 in which Pitusa opened for business, and accrued until the sale of the Property in November 2006. The complaint (Dkt. 1 at 8-9) states that by 2003, the Debtors added fifteen new rental

spaces to the Property which would be leased at the rate of $650 dollars per month per space (or the 25 || expectation of a maximum of $9,750 per month). The response to the new spaces was “extremely 26 27 * ‘The additional space under the Amendment was designated as spaces B, C and D. Originally, space D was to remain available to Debtors to lease to third parties. However, Pitusa took possession of space D and used the space 28 || at all times, thus the Trustee claims Pitusa is liable for the rents corresponding to that space. _4-

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In re: Roberto Negron Perez and Marilyn Noemi Ayala Velez v. Almacenes Pitusa, Inc.; PR Retail Stores, Inc.; P.D.C.M. Associates, S.E.; Israel Kopel and his wife Josefina Ballester Cabrera and their legal conjugal partnership; ABC Corp. and/or S.E.; Defins. Corp.; GHI Ins. Corp.; JKL Ins. Corp., Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-roberto-negron-perez-and-marilyn-noemi-ayala-velez-v-almacenes-prb-2008.