J&R Enterprises v. Ware Creek Real Estate Corp.

CourtCourt of Appeals of Virginia
DecidedApril 23, 2024
Docket0697232
StatusPublished

This text of J&R Enterprises v. Ware Creek Real Estate Corp. (J&R Enterprises v. Ware Creek Real Estate Corp.) is published on Counsel Stack Legal Research, covering Court of Appeals of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
J&R Enterprises v. Ware Creek Real Estate Corp., (Va. Ct. App. 2024).

Opinion

COURT OF APPEALS OF VIRGINIA

Present: Chief Judge Decker, Judges Fulton and Ortiz PUBLISHED

Argued at Richmond, Virginia

J&R ENTERPRISES, ET AL. OPINION BY v. Record No. 0697-23-2 JUDGE DANIEL E. ORTIZ APRIL 23, 2024 WARE CREEK REAL ESTATE CORP., ET AL.

FROM THE CIRCUIT COURT OF NEW KENT COUNTY B. Elliott Bondurant, Judge

Benjamin P. Kyber (Kevin W. Mottley; The Mottley Law Firm PLC, on briefs), for appellants.

Christopher W. McDonald (Kevin A. Lake; McDonald, Sutton & Duval, PLC, on brief), for appellees.

An adverse witness’s testimony may not bind a calling party if it is inherently incredible.

To determine this, a circuit court must sift through the testimony to ascertain what is and what is

not inherently incredible. Appellants, J&R Enterprises and Thomas L. White, as the executor of

the estate of John R. Filichko and trustee of the John R. Filichko Revocable Trust (collectively

“J&R”), seek to enforce a judgment against Ware Creek Real Estate Corp. (“WCRE”), Ware

Creek Building Corp. (“WCBC”), and W. Walker Ware, IV (collectively “WCRE”) by piercing

WCRE’s corporate veil and reverse piercing WCBC’s corporate veil. The circuit court applied

the adverse witness rule to bind J&R to all of Ware’s testimony, as J&R’s sole witness. The

court then granted WCRE’s motion to strike and entered judgment for defendants. Because the

circuit court failed to sift through Ware’s testimony and then declared Ware’s testimony binding

on J&R despite finding it all to be incredible, we reverse the judgment and remand consistent

with the instructions set forth in this opinion. BACKGROUND

Following a bench trial in December 2010, the circuit court awarded WCRE a money

judgment against J&R in the sum of $300,000 regarding a real estate brokerage commission

dispute. On appeal, the Supreme Court reversed the award. The Court remanded the case for

consideration of J&R’s request for attorney fees incurred below and on appeal. On remand, the

circuit court awarded J&R $76,812.73 in costs and fees. J&R then filed a complaint against

Ware, WCRE, and WCBC,1 seeking to pierce WCRE’s corporate veil and reverse pierce WCBC

to collect its judgment.

WCRE is a real estate brokerage firm. WCBC was initially established to construct

homes. After 2010, however, WCBC stopped doing home construction and mostly engaged in

smaller renovation projects. During the five years before the trial, both corporations had no

other shareholders, officers, directors, or employees—Ware “alone control[ed]” them as sole

owner and shareholder. WCRE and WCBC have been winding down and have not filed federal

or state tax returns in several years. Neither WCRE nor WCBC has earned any revenue since

2017 and 2018 respectively, apart from a sale of Ware’s own real estate in 2021 and a few

listings he acquired about a month before the hearing. Neither corporation owns any personal

property—other than some office supplies—nor real estate; rather, both operate out of a single

building, which Ware owns. WCRE and WCBC’s only other source of funds is loans from

Ware.2

1 The complaint also named Ware Creek Corp. (“WCC”) and sought to reverse pierce its corporate veil, but the circuit court entered an order nonsuiting J&R’s claim against it on November 1, 2022. 2 Ware made $1,841,501.12 in purported loans to WCRE between 1998 and sometime in 2019. During this time, Ware made loans to WCBC totaling $1,122,217.73. No loan repayment notes in the accounting records of either company were submitted into evidence. -2- At the bench trial, J&R presented WCRE and WCBC’s credit card statements, loans,

canceled checks, and financial records, to demonstrate Ware’s use of WCRE and WCBC to pay

for alleged personal expenses. J&R also called Ware as its only witness. As the sole owner and

shareholder of WCRE and WCBC, the circuit court declared Ware to be an adverse witness.

Ware’s testimony largely related to whether expenses paid for by WCRE and WCBC were

incurred for valid business purposes. These expenses included charges for numerous restaurants,

amusement park and movie theater tickets, medical procedures and supplements, jewelry, taxes

on a boat and real estate property owned by Ware, and grocery and retail purchases. As J&R’s

counsel questioned Ware about these expenses, he struggled to recall most details about the

purchases, though he often maintained that they were indeed legitimate business expenses. He

insisted that—although WCRE and WCBC had not earned profits since 2017 and 2018

respectively, had no other employees, nor performed work for any customers at the time—any

and all expenses were business related and not personal.

At the conclusion of J&R’s evidence, WCRE moved to strike. The circuit court sustained

the motion, finding that although Ware’s testimony was “inherently incredible,” the documents

submitted into evidence failed to prove that the expenses paid were for improper business

purposes. The circuit court acknowledged that the financial statements “may raise questions”

regarding the legitimacy of WCRE’s and WCBC’s expenses but concluded that the adverse

witness rule precluded the court from “infer[ring] anything” from those statements. On March

30, 2023, the circuit court entered summary judgment in favor of WCRE, in accordance with

Rule 1:11, and dismissed J&R’s complaint.

-3- ANALYSIS

I. Standard of Review

When reviewing a circuit court’s decision on a motion to strike, an appellate court must

“review the evidence in the light most favorable to the non-moving party.” Kiddell v. Labowitz,

284 Va. 611, 629 (2012). As a result, we must give J&R “the benefit of all substantial conflict in

the evidence, and all fair inferences that may be drawn therefrom.” Hadeed v. Medic-24, Ltd.,

237 Va. 277, 281 (1989) (quoting Matney v. Cedar Land Farms, Inc., 216 Va. 932, 934 (1976)).

The question for this Court is whether “upon a careful consideration of all the evidence, . . .

reasonable [people] may differ on the conclusion to be reached.” Walton v. Walton, 168 Va.

418, 422 (1937) (omission in original).

In other words:

[T]he trial court should resolve any reasonable doubt as to the sufficiency of the evidence in plaintiff’s favor and should grant the motion only when it is conclusively apparent that plaintiff has proven no cause of action against defendant, or when it plainly appears that the trial court would be compelled to set aside any verdict found for the plaintiff as being without evidence to support it.

Collelo v. Geographic Servs., Inc., 283 Va. 56, 67 (2012).

II. Adverse Witness Rule

When a party has called an adverse witness, their testimony is usually “‘binding’ on the

calling party.” Colas v. Tyree, 302 Va. 17, 26 (2023) (quoting Kent Sinclair, The Law of

Evidence in Virginia § 15-40[c], at 1183 (8th ed. 2018)). “The rule is apparently grounded in the

notion that, ‘[b]y calling the witness . . . a party represents him to the court as worthy of credit.’”

Id. (alterations in original) (quoting 1 Francis Wharton, A Commentary on the Law of Evidence

in Civil Cases 523-24 (1877)). But the testimony is binding only if it is “uncontradicted and is

not inherently improbable.” Economopoulos v. Kolaitis, 259 Va. 806, 812 (2000). A court

-4- reviews adverse witness testimony differently from the way it weighs the sufficiency of ordinary

evidence.

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Related

Economopoulos v. Kolaitis
528 S.E.2d 714 (Supreme Court of Virginia, 2000)
Norfolk & Portsmouth Belt Line Railroad v. C. F. Mueller Co.
197 Va. 533 (Supreme Court of Virginia, 1955)
Beale v. Jones
171 S.E.2d 851 (Supreme Court of Virginia, 1970)
Matney v. Cedar Land Farms, Inc.
224 S.E.2d 162 (Supreme Court of Virginia, 1976)
Hadeed v. Medic-24, Ltd.
377 S.E.2d 589 (Supreme Court of Virginia, 1989)
Walton v. Walton
191 S.E. 768 (Supreme Court of Virginia, 1937)
S&W Motor Lines, Inc. v. Bayliss
183 S.E.2d 169 (Supreme Court of Virginia, 1971)
Ragland v. Rutledge
361 S.E.2d 133 (Supreme Court of Virginia, 1987)

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