Joha Realty, LLC v. Joliet Oncology-Hematology Associates, Inc.

2023 IL App (3d) 220133-U
CourtAppellate Court of Illinois
DecidedMay 11, 2023
Docket3-22-0133
StatusUnpublished

This text of 2023 IL App (3d) 220133-U (Joha Realty, LLC v. Joliet Oncology-Hematology Associates, Inc.) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Joha Realty, LLC v. Joliet Oncology-Hematology Associates, Inc., 2023 IL App (3d) 220133-U (Ill. Ct. App. 2023).

Opinion

NOTICE: This order was filed under Supreme Court Rule 23 and is not precedent except in the limited circumstances allowed under Rule 23(e)(1).

2023 IL App (3d) 220133-U

Order filed May 11, 2023 ____________________________________________________________________________

IN THE

APPELLATE COURT OF ILLINOIS

THIRD DISTRICT

JOHA REALTY, LLC, ) Appeal from the Circuit Court ) of the 12th Judicial Circuit, Plaintiff-Appellant-Cross Appellee ) Will County, Illinois, ) v. ) Appeal No. 3-22-0133 ) Circuit Nos. 18-L-409, 18-L-416 JOLIET ONCOLOGY-HEMATOLOGY ) ASSOCIATES, LTD., ALI LAKHANI, ) Honorable ARVIND KUMAR, ELLEN J. GUSTAFSON, ) Barbara N. Petrungaro, JASON SUH, WOODARD ABBOUD, and ) Judge, Presiding. NAFISA D. BURHANI, ) ) Defendants-Appellees ) ) v. ) ) SARODE PUNDALEEKA M.D. ) ) Third Party Defendant. ) ) MIDWEST LEASING OF ILLINOIS, LLC, ) and JEFFERSON LEASING, LLC, ) ) Plaintiffs-Appellants-Cross Appellees ) ) v. ) ) JOLIET ONCOLOGY-HEMATOLOGY ) ASSOCIATES, LTD. and PARAMJIT SIDHU, ) ) Defendants-Appellees ) ) (Joliet Oncology-Hematology Associates, Ltd., ) Cross-Appellant). ) _______________________________________) JOLIET ONCOLOGY-HEMATOLOGY ) ASSOCIATES, LTD., ) ) Defendant-Third Party Plaintiff- ) Appellee, ) ) v. ) ) SARODE PUNDALKEEA, M.D., ) ) Third Party Defendant. ) _________________________________________________________________________

JUSTICE ALBRECHT delivered the judgment of the court. Justices Brennan and Davenport concurred in the judgment. ____________________________________________________________________________

ORDER

¶1 Held: The circuit court did not manifestly err when issuing its rulings on the plaintiffs’ complaints and the defendant’s counterclaims.

¶2 After a bench trial, plaintiffs, JOHA Realty, LLC, Midwest Leasing of Illinois, LLC, and

Jefferson Leasing, LLC, appeal the Will County circuit court’s decision finding that they did not

prove their claims against defendant, Joliet Oncology and Hematology, LLC (JOHA). JOHA

cross-appeals, arguing that the court erred in finding in favor of plaintiffs regarding its

counterclaim. We affirm.

¶3 I. BACKGROUND

¶4 Although this litigation, on its face, is between limited liability companies, the litigants

once shared common owners, personnel, offices, and officers. Therefore, a thorough review of

the history of the intertwined companies, owners, and managers, is necessary.

2 ¶5 Dr. Sarode Pundaleeka is a highly accomplished and enterprising physician. He served in

multiple leadership roles in the medical community and successfully launched a thriving

oncology and hematology medical practice: JOHA. He later created JOHA Realty to purchase

and own office space for JOHA when it outgrew its location. He also created Midwest and

Jefferson to lease medical equipment to JOHA.

¶6 When Pundaleeka first created these entities, he offered his partners in the medical

practice the option of purchasing an ownership interest. All JOHA members were given an

opportunity to invest in the other three entities (the “leasing entities”). Some JOHA members

invested in at least one entity, but not all members invested. The ownership of the entities

overlapped, but they were not identical. Pundaleeka was a member and manager of all entities.

¶7 From their inception until 2016, Pundaleeka was the president of all the companies,

including JOHA. He had access to the bank accounts and managed all the businesses. He hired

Paramjit Sidhu to help manage the companies while he remained president. Sidhu and

Pundaleeka shared the same office within JOHA’s space. For a time, Sidhu received no extra

compensation for managing the various companies other than JOHA. He later shared a

management fee with Pundaleeka and purchased an interest in JOHA Realty.

¶8 On December 27, 2011, JOHA entered into a personal service agreement (PSA) with

Provena Hospital. Provena hired JOHA to perform medical services for the hospital. The PSA

required JOHA to give up its ancillary services from which it derived a large portion of its

revenue. The hospital conducted independent appraisals of the fair market value of the leases and

offered to pay more than JOHA paid in its lease with JOHA Realty. Pursuant to the agreement,

Provena assumed the property and medical equipment leases with the leasing entities. JOHA

remained secondarily liable for the rent payments. Pundaleeka, on behalf of the leasing entities,

3 consented to Provena’s assumption of the leases. At a subsequent meeting among the JOHA

partners, they all agreed to accept an arrangement whereby the revenue from the leases would be

added to an “income pool” from which they would calculate the JOHA partners’ income. Shortly

after Provena assumed the leases, JOHA passed a resolution establishing a new productivity

model and determined how JOHA’s income pool would be divided among the members.

¶9 After entering into the PSA, Provena initially made all of its payments for the PSA and

the leases with the other entities by direct transfers into JOHA’s bank account. JOHA then made

payments to the leasing entities. The leasing companies, in turn, reimbursed JOHA for a portion

of the lease payments. All these transactions took place in the same office at the same desk

shared by Pundaleeka and Sidhu. Pundaleeka remained president of all the companies and signed

some of the checks making these transfers. This practice went unchallenged for several years.

From 2013 to 2016, Sidhu transferred approximately $92,000 annually from JOHA Realty to

JOHA. The majority of Midwest’s rent was transferred back to JOHA, while the remaining

amount was paid to Pundaleeka as his management fee, a portion of which Pundaleeka shared

with Sidhu. The amount paid back to JOHA from Jefferson increased every year until JOHA

received approximately 94% of Jefferson’s rental income in 2017.

¶ 10 During this time, Sidhu wrote the majority of the checks to JOHA. On the occasions

when he was unavailable, he instructed staff members to prepare checks for Pundaleeka to sign.

Pundaleeka did not question the contents of the checks. He was aware that some money was to

be returned to JOHA based on his understanding of the financial agreements between JOHA and

the other leasing entities.

¶ 11 In 2016, relationships soured between Pundaleeka and his partners at JOHA, and

Pundaleeka left the company. His parting resulted in litigation in Will County and threatened

4 litigation in Cook County. He settled his personal claims with JOHA and executed a settlement

release. In that release, he indicated he knew of no prospective claims against JOHA.

¶ 12 In May 2018, all three leasing entities ceased payment to JOHA, and JOHA Realty filed

suit against JOHA alleging JOHA breached its leasing agreement. The complaint alleged that

JOHA violated the terms of the parties’ lease agreement by creating an underpayment when,

after paying the monthly rent, Sidhu transferred approximately $7639.13 from JOHA Realty to

JOHA every month for a total of 69 months, totaling $527,099.97 that should have remained in

JOHA Realty’s account. It sought to recover these funds, arguing that Sidhu did not have the

authority to make the transfers of that amount. The complaint was later amended on September

4, 2019, to include a claim of unjust enrichment and a request for an alter ego declaratory

judgment against the members of JOHA who did not have ownership interest in any of the

leasing entities.

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