Independence Federal Savings Bank v. Bender

230 F.R.D. 11, 62 Fed. R. Serv. 3d 786, 2005 U.S. Dist. LEXIS 16923, 2005 WL 1903554
CourtCourt of Appeals for the D.C. Circuit
DecidedJuly 19, 2005
DocketNo. Civ.A. 04-736(RMC)
StatusPublished
Cited by13 cases

This text of 230 F.R.D. 11 (Independence Federal Savings Bank v. Bender) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Independence Federal Savings Bank v. Bender, 230 F.R.D. 11, 62 Fed. R. Serv. 3d 786, 2005 U.S. Dist. LEXIS 16923, 2005 WL 1903554 (D.C. Cir. 2005).

Opinion

MEMORANDUM OPINION

COLLYER, District Judge.

Independence Federal Savings Bank (“IFSB” or “Bank”), a minority-owned financial institution in Washington, D.C., has had a difficult few years.1 In November 2003, IFSB’s federal regulator, the Office of Thrift Supervision (“OTS”), labeled the bank “troubled” after allegations of mismanagement arose in connection with financial improprieties at the Washington Teachers’ Union. [13]*13For relief, the Bank sought to merge with Carver Federal Savings Bank, a subsidiary of Carver Bancorp, Inc. (“Carver”). Morton A. Bender, a major shareholder of the Bank, opposed the Carver merger proposal and sought to block it by increasing his holdings of Bank shares. In response, the Bank adopted a Shareholder Rights Plan (known as a “poison pill”), which effectively prevented Mr. Bender from increasing his holdings. The Bank then sued him for alleged violations of Section 13(d) of the Securities Exchange Act of 1934 (“Exchange Act”), as added by Section 2 of the Williams Act, 15 U.S.C. § 78m(d). The Bank also alleged that Mr. Bender tortiously interfered with IFSB’s merger agreement with Carver and caused two members of the Bank’s Board of Directors, Nelson Deckelbaum and Elliott Hall, to breach their duties of loyalty to IFSB.

After a dispute over the purchase price, the merger with Carver collapsed.2 With no merger to protect, the Bank’s Board of Directors accelerated and terminated the Shareholder Rights Agreement and moved for voluntary dismissal of this action without prejudice.3 Mr. Bender opposes voluntary dismissal and seeks sanctions against the Bank. He has also filed a motion for summary judgment, which the Court has stayed until the motion to dismiss and the motion for sanctions can be adjudicated.

ANALYSIS

A. Motion to Dismiss Under Rule bl(a)(2)

The Bank moves for voluntary dismissal without prejudice pursuant to Rule 41(a)(2) of the Federal Rules of Civil Procedure:

[A]n action shall not be dismissed at the plaintiffs instance save upon order of the court and upon such terms and conditions as the court deems proper. If a counterclaim has been pleaded by a defendant prior to the service upon the defendant of the plaintiffs motion to dismiss, the action shall not be dismissed against the defendant’s objection unless the counterclaim can remain pending for independent adjudication by the court. Unless otherwise specified in the order, a dismissal under this paragraph is without prejudice.

Fed. R. Crv. P. 41(a)(2). “The decision to grant or deny this motion rests in the sound discretion of the trial court,” La Gon v. Barry, 658 F.Supp. 55, 60 (D.D.C.1987) (citing Cone v. West Virginia Pulp & Paper Co., 330 U.S. 212, 217, 67 S.Ct. 752, 91 L.Ed. 849 (1947)), and “[cjourts generally grant voluntary dismissals ‘unless the defendant would suffer prejudice other than the prospect of a second lawsuit or some tactical advantage,’ ” Piedmont Resolution v. Johnston, Rivlin, & Foley, 178 F.R.D. 328, 331 (D.D.C.1998) (quoting Conafay v. Wyeth Labs., 793 F.2d 350, 353 (D.C.Cir.1986)).

In making this decision, the “Court must determine: (1) whether plaintiff’s] motion for voluntary dismissal was sought in good faith; and (2) whether the defendant ] would suffer ‘legal prejudice’ from a dismissal at this stage in the litigation.” In re Vitamins Antitrust Litig., 198 F.R.D. 296, 305 (D.D.C.2000). “In determining whether a defendant would suffer legal prejudice by a voluntary dismissal ... the Court must consider: (1) the defendant’s] effort and expense for preparation of trial; (2) excessive delay or lack of diligence on the plaintiff’s] part in prosecuting the action; (3) the adequacy of plaintiff’s] explanation of the need for dismissal; and (4) the stage of the litigation at the time the motion to dismiss is made, specifically whether a motion for summary judgment is pending.” Id. (citing FDIC v. Knostman, 966 F.2d 1133, 1142 (7th Cir.1992) and Piedmont Resolution, 178 F.R.D. at 331).

Voluntary dismissals pursuant to Rule 41(a)(2) are to be granted under such “terms and conditions” as the Court deems appropriate. Fed. R. Civ. P. 41(a)(2). “The purpose of the ‘terms and conditions’ clause is to protect a defendant from any prejudice or inconvenience that may result from a plaintiffs voluntary dismissal. Attorneys’ fees and [14]*14costs are commonly awarded as one such ‘term and condition’ for a voluntary dismissal, for those costs were undertaken unnecessarily in such a case.” GAF Corp. v. Trans-america Ins. Co., 665 F.2d 364, 367 (D.C.Cir. 1981).

The Bank is quite candid about its position. Although the Court declined to grant a preliminary injunction, the Bank argues that its complaint has merit and that the dismissal it seeks should be without prejudice because “any IFSB shareholder would in fact be entitled to pursue these claims, derivatively on behalf of the Bank____ It would work a potentially serious injustice to these independent shareholders if the Bank, without notice to them, were to abandon its claims against Bender with prejudice.” Plaintiff Independence Federal Savings Bank’s Motion Pursuant to F.R.C.P. 41(a)(2) for Voluntary Dismissal of its Claims Against Morton A. and Grace M. Bender Without Prejudice (“Bank Mem.”) at 6. In a bit of hyperbole, the Bank argues that it “commenced this action to protect the legitimate interests of its shareholders and to protect the merger agreement with Carver against the effects of Bender’s illegal actions” but that now “the costs and risks of litigation outweigh the potential benefits.” Id. at 7 (emphasis added).

The Court does not doubt the Bank’s good faith in moving for dismissal without prejudice. Although several motions have been filed, contested, and decided, events have now mooted the Bank’s claims. The Bank did not delay in seeking dismissal, filing its motion soon after OTS nixed the Carver merger and the Bank terminated the merger agreement and the Shareholder Rights Plan. Nor does the Court question the Bank’s determination that the costs and risks render this litigation inadvisable at this time. These findings, however, do not end the inquiry because the Court must consider the legal prejudice to the defendant if dismissal is granted.

In contrast to Nixon Constr. Co. v. Frick Co., 45 F.R.D. 387 (S.D.N.Y.1968), upon which the Bank relies, the parties here are beyond the eve of trial, given the various motions filed, the extensive discovery conducted, and the detailed findings of the Court following the preliminary injunction hearing.4

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Bluebook (online)
230 F.R.D. 11, 62 Fed. R. Serv. 3d 786, 2005 U.S. Dist. LEXIS 16923, 2005 WL 1903554, Counsel Stack Legal Research, https://law.counselstack.com/opinion/independence-federal-savings-bank-v-bender-cadc-2005.