Luke, Inc. v. Berkley National Insurance Company

CourtDistrict Court, W.D. Tennessee
DecidedAugust 4, 2025
Docket2:24-cv-02048
StatusUnknown

This text of Luke, Inc. v. Berkley National Insurance Company (Luke, Inc. v. Berkley National Insurance Company) is published on Counsel Stack Legal Research, covering District Court, W.D. Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Luke, Inc. v. Berkley National Insurance Company, (W.D. Tenn. 2025).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE WESTERN DISTRICT OF TENNESSEE WESTERN DIVISION ______________________________________________________________________________

LUKE, INC., ) ) Plaintiff, ) Case No. 2:24-cv-02048-JPM-cgc ) v. ) ) BERKLEY NATIONAL INSURANCE ) COMPANY, ) ) Defendant. )

ORDER DENYING PLAINTIFF’S MOTION FOR PARTIAL SUMMARY JUDGMENT AND GRANTING DEFENDANT’S MOTION FOR SUMMARY JUDGMENT

Before the Court are cross-motions for summary judgment: a Motion for Partial Summary Judgment filed by Plaintiff Luke, Inc. (“Plaintiff” or “Luke”), and a Motion for Summary Judgment filed by Defendant Berkley National Insurance Company (“Defendant” or “BNIC”). (ECF Nos. 47, 48.) The sole question for the Court’s consideration is whether the construction of Plaintiff’s skilled nursing facility was “complete” as of November 29, 2021, such that the insurance policy issued by Defendant did not cover Plaintiff’s losses from water damage incurred on that date. (See ECF No. 47 at PageID 572.)1 For the foregoing reasons, the Court DENIES Plaintiff’s Motion for Partial Summary Judgment and GRANTS Defendant’s Motion for Summary Judgment.

1 At the Motion Hearing on March 11, 2025, the Parties agreed the sole question is completion, and the question of damages was withdrawn for the purpose of the Court’s consideration of these Motions. Accordingly, the Court only considers the Parties’ arguments regarding completion. I. BACKGROUND This action concerns the potential coverage under a commercial builder’s risk insurance policy, number MIM 1030753-50, issued by Defendant (the “Policy”) for water damage at Plaintiff’s not-yet-opened skilled nursing facility (the “SNF”). (See ECF No. 46 ¶ 1.)

A. Undisputed Facts On November 29, 2021, Plaintiff’s general contractor, Linkous Construction Co., Inc. (“Linkous”), discovered a burst pipe in a bathroom that caused extensive flooding water damage at the SNF (the “Flood”). (Id.) On January 19, 2023, Plaintiff submitted a claim pursuant to the Policy to Defendant in connection with the Flood. (Id.) Defendant investigated and denied Plaintiff’s claim. (Id.) i. The SNF Project Plaintiff owns real property located in Collierville, Tennessee, known generally as “The Farms at Bailey Station” (the “Farms”). (Id. ¶ 2.) Plaintiff sought to establish a continuing care retirement community, including the SNF, at the Farms. (Id.) Plaintiff intended to operate the

SNF under the trade name Jordan River Health Center. (Id.) On September 19, 2019, Plaintiff contracted with Linkous to begin construction on the SNF. (Id.) Linkous commenced construction of the SNF on or about January 2020. (Id. ¶ 4.) On August 26, 2021, the architect of record, Elizabeth Schoonover (the “Architect”), issued a certificate of substantial completion for the SNF. (Id. ¶ 5.) The date of substantial completion was August 18, 2021. (Id.) As of September 1, 2021, Linkous had still not completed some of the items on the Architect’s punch list, including the installation of a water feature in the lobby. (Id. ¶ 6.) Linkous installed a “Vigal” nurse call system at the SNF. (See id. ¶ 11.) On November 23, 2021, the scheduled inspection of the nurse call system did not occur because the necessary drawings of the system were not on site or previously submitted to and approved by the State of Tennessee. (Id. ¶ 11.) The Parties do not know whether the nurse call system would have passed

the inspection at that time had the state-approved drawings been available. (Id. ¶ 12.) On November 29, 2021, the SNF appeared ready, but had not yet passed the necessary inspections, to obtain a certificate of occupancy or a license to operate as a skilled nursing facility. (Id. ¶ 8.) To the Parties’ knowledge, there were no SNF items that needed to be constructed, erected, fabricated, or installed on November 29, 2021. (Id. ¶ 14.)2 The SNF was designed to operate with sixty beds. (Id. ¶ 17.) Under Tennessee law, Plaintiff was required to obtain one certificate of need (“CON”) per thirty beds. (Id.) The two initial CONs obtained by Plaintiff for the SNF expired by their terms on January 1, 2022. (Id. ¶ 18.) On January 13, 2022, Plaintiff sent a letter of intent to file a CON application (“CONAPP”) to replace one of the two lapsed CONs. (Id. ¶ 21.)

On January 31, 2022, Plaintiff filed its first replacement CONAPP for thirty beds. (Id. ¶ 22.) On that CONAPP, Plaintiff “represented that ‘[t]he SNF was almost ready to open[—]there was only one more Life Safety Inspection to be conducted[—]in late November 2021 when a water pipe burst and flooded part of the facility. In its zeal to remedy that, [Plaintiff] mistakenly failed to seek an extension of the CONs, and they expired.’” (Id. ¶ 10 (quoting ECF No. 46-3 at PageID

2 In its Motion for Summary Judgment, Plaintiff states it is “undisputed” that a pedicure chair had not yet been installed. (ECF No. 47-1 at PageID 584.) This fact, however, is not in the Joint Statement of Undisputed Facts, (cf. ECF No. 46), and Defendant states it is only undisputed that the report saying as much is authentic, (ECF No. 50-1 at PageID 707). Accordingly, the Court considers the fact regarding the pedicure chair disputed and thus irrelevant to its analysis. 481.) The CONAPP also represented that “Construction [was] 100% Complete” in November 2021. (Id. ¶ 7 (capitalization in original).)3 ii. The Policy Defendant issued the Policy to named insured Linkous, effective November 1, 2019,

through March 1, 2022 (later extended to May 30, 2022). (See id. ¶¶ 1, 3; see also ECF No. 46-2 (Policy).) The SNF is a covered jobsite under the Policy. (ECF No. 46 ¶ 3.) Plaintiff is an additional insured as the SNF project owner. (See id.; ECF No. 46-1 at PageID 351.) The Policy contains, among other forms, a Builders’ Risk Coverage – Scheduled Jobsite Form – Comprehensive Form (the “Builders’ Risk Coverage Form”) and a Delay in Completion Coverage Part (the “DIC Coverage Part”). (ECF No. 46 ¶ 3.) The Builders’ Risk Coverage Form excludes coverage for loss caused by a “delay in the completion of construction, erection, or fabrication of a ‘building or structure’ or any portion of a ‘building or structure.’” (ECF No. 46-2 at PageID 394.) The DIC Coverage Part, however, restores coverage for certain expenses incurred during the “delay period.” (Id. at PageID 417.) The following are relevant definitions for coverage

under the DIC Coverage Part: “Delay” means an interruption in the construction, erection, or fabrication of a “building or structure” caused by a covered peril. “Delay” does not mean an interruption in or extension of construction, erection, or fabrication caused by or resulting from a change order, design change, or other action or decision that is independent of direct physical loss or damage caused by a covered peril for which payment is made under the Builders’ Risk Coverage [F]orm to which this coverage part is endorsed, whether occurring prior to or after such physical loss or damage. … “Delay period” means the period of time the completion of the construction, erection, or fabrication of a covered “building or structure” is “delayed” as a result

3 This particular statement on the CONAPP reads “Construction 100% Complete” in November 2021 within a Projected Completion Forecast Chart. (ECF No. 46-3 at PageID 494.) Because the Parties stipulated to the fact as iterated above, (see ECF No. 46 ¶ 6), the Court accepts the stipulation as an undisputed fact. of direct physical loss or damage caused by a covered peril to property covered under the Builders’ Risk Coverage [F]orm to which this coverage part is attached. This is not limited by the expiration date of the policy. (Id.

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Luke, Inc. v. Berkley National Insurance Company, Counsel Stack Legal Research, https://law.counselstack.com/opinion/luke-inc-v-berkley-national-insurance-company-tnwd-2025.