Long v. Fulton Bank, N.A.

CourtSuperior Court of Delaware
DecidedMay 24, 2021
DocketN20C-05-022 JRJ
StatusPublished

This text of Long v. Fulton Bank, N.A. (Long v. Fulton Bank, N.A.) is published on Counsel Stack Legal Research, covering Superior Court of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Long v. Fulton Bank, N.A., (Del. Ct. App. 2021).

Opinion

IN THE SUPERIOR COURT OF THE STATE OF DELAWARE

MARY JANE LONG, as Executrix of ) the Estates of David G. Moser and ) Patricia Ann Moser, and ) GLEN MOSER, INC., ) ) C.A. No. N20C-05-022 JRJ Plaintiffs/ ) Counterclaim Defendants, ) ) v. ) ) FULTON BANK, N.A., ) ) Defendant/ ) Counterclaim Plaintiff. )

MEMORANDUM OPINION

Date Submitted: February 24, 2021 Date Decided: May 24, 2021

Upon Defendant/Counterclaim Plaintiff Fulton Bank, N.A.’s Motion for Judgment on the Pleadings: GRANTED IN PART AND DENIED IN PART

David A. White, Esquire, Matthew J. Rifino, Esquire, McCarter & English, LLP, 405 North King Street, Suite 800, Wilmington, Delaware 19801, Attorney for Plaintiffs/Counterclaim Defendants.

Jared T. Green, Esquire, R. Karl Hill, Esquire, Seitz, Van Ogtrop & Green, P.A., 222 Delaware Avenue, Suite 1500, Wilmington, Delaware 19801, Attorney for Defendant/Counterclaim Plaintiff.

Jurden, P.J. I. INTRODUCTION

This action arises out of a mortgage leasehold relationship involving real

property (the “Real Property”) and a mortgage on that property. The Real Property

is owned by Plaintiff Mary Jane Long (“Long”) in her capacity as Executrix of the

Estates of David G. Moser and Patricia Ann Moser. The mortgage on the Real

Property was granted to Defendant Fulton Bank, N.A., (“Fulton Bank”). 1 Plaintiff

Glen Moser, Inc. (“Moser, Inc.”) is a Delaware corporation wholly owned by the

Estates of David G. Moser and Patricia Ann Moser. 2 Long sued Fulton Bank on

behalf of the Estates of David G. Moser and Patricia Ann Moser, (collectively, the

“Moser Plaintiffs”).3 The basis of the suit was an allegedly improper and illegal

mortgage granted on the Real Property known as 296 Churchmans Road, New

Castle, Delaware.4 Long asserts that a separate entity, Churchmans Road Venture,

LLC (“Churchmans Road Venture”), which at one time leased the Real Property

from Moser, Inc., entered into a loan agreement with Fulton Bank and subsequently

executed a mortgage in favor of Fulton Bank, granting Fulton Bank a security

interest in the Real Property as part of the loan agreement. 5 Long claims that

1 Complaint (“Compl.”) ¶ 1 (Trans. ID 65614489). 2 Id. ¶ 2. 3 The Court will use “Moser, Inc.” when referring to Glen Moser, Inc. as the contracting party in the lease, mortgage, and related agreements, and “Moser Plaintiffs” when referring to Mary Jane Long and Glen Moser, Inc. in their capacity as a party to the present suit. 4 Compl. ¶¶ 1-2. 5 Id. ¶¶ 3-5. The mortgage on the Property was executed on behalf of Churchmans Road Venture by Kenneth M. Freemark, Jr. as “Operating Manager” of Churchmans Road Venture. 2 Churchmans Road Venture was not authorized to grant a mortgage on the Real

Property; that at all material times, Fulton Bank knew or should have known this

fact; and that, for these reasons, the mortgage is null and void as it relates to the Real

Property.6

Fulton Bank does not dispute the existence of the mortgage or its business

relationship with Churchmans Road Venture; rather, Fulton Bank claims that the

mortgage validly creates and confers upon Fulton Bank a legal security interest in

the Real Property.7 The Real Property’s owner, Moser, Inc., entered into the lease

agreement with tenant Churchmans Road Venture. Fulton Bank argues that the lease

agreement expressly reserved for Churchmans Road Venture the right to mortgage

its leasehold interest in the Real Property.8 Fulton Bank also brought six

counterclaims against the Moser Plaintiffs relating to the various mortgage and lease

agreements. Now before the Court is Fulton Bank’s Motion for Judgment on the

Pleadings seeking judgment as to the Moser Plaintiffs’ claims against it and Counts

II, III, IV, and VI of its own counterclaims.9

II. BACKGROUND

6 Id. ¶¶ 6-8. 7 Answer and Counterclaim (“Ans. & CC.”) ¶¶ 26-28 (Trans. ID 65701879). 8 Id. ¶¶ 22-26. 9 Defendant’s Motion for Judgment on the Pleadings (“Def. Mot. Judg. Plea.”) (Trans. ID 65818001). 3 The underlying facts of this suit are convoluted and voluminous, so for the

sake of brevity, the following includes the relevant but non-exhaustive recitation of

the parties’ dispute.

A. The Original Lease Agreement & Related Agreements

On August 1, 1982, Moser, Inc., which was named “Reproduction Center,

Inc.” at that time and up until 1987,10 entered into an agreement with Churchmans

Road Venture titled Indenture of Land Lease (“Lease Indenture”). Under the

agreement, Moser, Inc. leased to Churchmans Road Venture certain physical land

on the Real Property that it owned (the “Premises”).11 The Lease Indenture, in

relevant part, required Churchmans Road Venture to pay a sum of $5,520.00 per

year, beginning on March 1, 1983, and it provided for increases in the amount of

rent due over the lifetime of Churchmans Road Venture’s tenancy.12 Importantly,

the Lease Indenture provided that any alterations, new construction, and

improvements made on the Premises must remain the property of Churchmans Road

Venture.13

Two sections of the Lease Indenture lie at the heart of this dispute. The first

is Paragraph 13(b), which provides remedies for Moser, Inc. in the event of

10 Ans. & CC. ¶ 36, Ex. 4. 11 Id. ¶¶ 5-6, at 6-7. A subsequent agreement, the First Amendment to the Lease Indenture, extended the Lease Term to July 31, 2045. Id. ¶¶ 33-35, Ex. 3. 12 Id. ¶¶ 6-9, at 6-8, Ex. 1 ¶ 1. 13 Id. ¶ 15, at 8, Ex. 1 ¶ 10. 4 Churchmans Road Venture’s default or failure to observe or perform its duties. In

either case, Moser, Inc. could elect to (1) perform or cause the performance of

Churchmans Road Venture’s duties at the sole cost and expense of Churchmans

Road Venture, (2) terminate the lease and assume ownership of the improvements

subject to payment of any existing mortgage, or (3) compel Churchmans Road

Venture’s performance of the agreement.14

The other section of the Lease Indenture of particular importance here is

Paragraph 15, which outlines Churchmans Road Venture’s rights as they relate to

mortgaging the leasehold. Among other things, Paragraph 15 permits Churchmans

Road Venture to “mortgage the leasehold estate hereby created and/or the

improvements on the [Premises] with all benefits and privileges appertaining

thereto” and requires Moser, Inc. to provide any mortgagee the same notice of

default and right to cure default that Moser, Inc. retains under the Lease Indenture.15

On August 1, 1982, the parties entered into a contemporaneous agreement

titled the Memorandum of Lease Term (“Lease Memorandum”), which provided

that “all buildings and other improvements on the Premises shall belong to

[Churchmans Road Venture].”16 Following the execution of the Lease Indenture and

the Lease Memorandum, Churchmans Road Venture began constructing buildings

14 Ans. & CC. ¶ 18, at 9, Ex. 1 ¶ 13(b). 15 Id. ¶ 11, at 8, Ex. 1 ¶ 15. 16 Id. ¶ 25, at 10, Ex. 2 ¶ 3. 5 on the Premises for commercial purposes (collectively, with all other improvements,

additions, and new construction on the Premises, the “Improvements”).17

B. The Subordination Agreement, Second Amendment, and Mortgage

On November 8, 2011, Moser, Inc. executed and delivered to Fulton Bank a

Landlord’s Agreement and Waiver (Borrower) (the “Subordination Agreement”)

acknowledging that Churchmans Road Venture was seeking a loan from Fulton

Bank and agreeing to subordinate its own rights in the collateral (“Collateral”) of

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Bluebook (online)
Long v. Fulton Bank, N.A., Counsel Stack Legal Research, https://law.counselstack.com/opinion/long-v-fulton-bank-na-delsuperct-2021.