Meierhenry Sargent LLP v. Williams

District Court, D. South Dakota·Decided November 27, 2019·No. 4:16-cv-04180·Unknown

Opinion

UNITED STATES DISTRICT COURT □□ a □□ DISTRICT OF SOUTH DAKOTA _ __ SOUTHERN DIVISION MEIERHENRY SARGENT LLP, | | “CIV. 16-4180 Plaintiff, VS. . MEMORANDUM OPINION AND ORDER . DENYING MOTION FOR - BRADLEY WILLIAMS and KERRY . -RECONSIDERATION AND GRANTING WILLIAMS,, ~ | . MOTION TO RE-DECLARE SCOPE OF ARBITRATION PROCEEDINGS Defendants.

The Court’s interlocutory order granting Plaintiff's motion to stay arbitration until the □ Court could rule upon Plaintiffs Motion to Re-Declare the Scope of Arbitration. That interlocutory order for stay is on appeal with the Eighth Circuit Court of Appeals. Doc. 72. Still - pending before the Court. Defendants’ Motion for Reconsideration, Doc. 46, and Plaintiffs Motion to Re-Declare the Scope of Arbitration Proceedings, Doc. 50, which were argued before. Court on October 23, 2019. For the following reasons, Defendants’ Motion for Reconsideration is denied and Plaintiffs Motion to Re-Declare the Scope of Arbitration □ Proceedings is granted. .

_ BACKGROUND When the Court stayed this lawsuit and compelled arbitration of Count II in its May 1, 2017, order, there were no counterclaims pending, and the Court retained jurisdiction over the . case. Doc. 14. Defendants presented Plaintiff with their Answer, ‘Affirmative Defenses, and Counterclaims during the arbitration proceeding. Docs. 18-2; 26 at 6.

On August 23, 2017, Plaintiff filed a Motion for Relief from Stay and Motion for Order to Declare the Scope of the Arbitration Proceedings. Doc. 16. In its motion, Plaintiff requested an order from the Court determining the arbitrability of Defendants’ counterclaims. .

On November 20; 2017, the Court issued a memorandum opinion and order granting in

_ part and denying in part Plaintiff's Motion to Re-Declare the Scope of the Arbitration Proceedings. ‘Doc. 26. In ruling on the arbitrability of Defendants’ counterclaims, the Court had to determine

whether or not the counterclaim encompassed matters the parties “reasonably would have thought

a judge, not an arbitrator, would decide.” Doc. 26 at 7 (quoting Express Scripts, Inc. v. Aegon _ Direct Mktg. Servs., Inc., 516 F.3d 695, 701 (8th Cir. 2008)). The Court ruled that.Count IV,

_ alleging breach of contract, Count IX alleging breach of fiduciary duty, and Count X alleging negligence were all arbitrable with.the exception of allegations of defamation encompassed in Defendanits’ breach-of-contract counterclaim. Doc. 26. The Court held that “[a]rbitrators determining damages against Plaintiff was not reasonably contemplated by the parties when they. entered into the Attorney Fee Contract arbitration clause,” and that “the parties would not □□□□ contemplated a separate award of damages against Plaintiff except as an offset against claimed attorney fees.” Doc. 26 at 10. oe On December 18, 2017, Defendants filed a notice of appeal of the Court’s November 20, □ 2017, order with the Eighth Circuit Court of Appeals. Doc. 27. □

“On J anuary 29, 2019, Defendants filed a.Motion to. Stay Proceedings on Counterclaims □ Pending Appellate Proceedings and Arbitration. Doc. 34. Attached as an exhibit to Defendants’ brief-in support of its Motion to Stay is a copy of Defendant’s Answer, Affirmative Defenses, and -Counterclaims that was presented to Plaintiff in the arbitration proceedings. Doc. 35-1. The caption on Defendants’ Answer, Affirmative Defenses, and Counterclaims states “IN PRIVATE ARBITRATION (AS ORDERED BY THE UNITED STATES DISTRICT COURT, DISTRICT OF SOUTH DAKOTA, SOUTHERN DIVISION, CIV. NO. 16-4180, DOCKET ENTRY 14)”.

35-1. On February 6, 2019, the Highth Circuit Court of Appeals affirmed the Court’s ruling on the arbitrability of Defendants’ counterclaims. Doc. 36. The court rejected Defendants’ argument _ this Court should have ignored the remedies Defendants requested in deciding the arbitrability _ question. Doc. 36 at 6. The court stated that “the fee agreement ties arbitration to a particular remedy available to the firm: recovery of the termination fee,” and stated that accordingly, “it is

logical—indeed, necessary—to determine what the counterclaims seek.” Doc. 36 at 6. The court held that “Cif what they seek is to reduce or eliminate the money the Williamses owe to the firm, ‘the claims are arbitrable; if they seek something else—like money from the firm—they are not.” Doc. 36 at 6. Despite affirming this Court’s holding that damages on Defendant’s counterclaims are arbitrable only as an offset to attorneys’ fees claimed by Plaintiff the Court of Appeals □

appeared to characterize, in dicta', this Court’s order as allowing damages on Defendants’ breach- of-contract counterclaim because the Court did not specifically include its limitation on damages language in the paragraph of its order discussing Defendants’ breach-of-contract counterclaim. This Court reads the footnote as not altering the Court of Appeals’ holding that any separate damages against Plaintiff ‘could only be an offset against claimed attorney fees and nothing more.

_ On May 14, 2019, after the parties submitted additional briefs upon order of the Court on’ Defendants ’ motion to stay proceedings on counterclaims, the Court denied Defendants’ motion. The Court reasoned that it was unable to stay counterclaims that had not been filed with the Court. Doe. 45. The Court was unaware at that time that there were potential statute of limitations

questions on the counterclaims. □

May 22, 2019, Defendants filed a motion asking this Court to reconsider its decision: Doc. 46. This motion is presently pending before the Court. . □ After receiving the Eighth Circuit’s mandate, the parties proceeded in arbitration. On May 2019, Defendants moved the arbitration panel “for leave to submit a claim for punitive damages against Plaintiff and to conduct discovery thereon, relative to the arbitrable portions of Defendants’ “counterclaims,” Doe. 52-2. On or around June 5, 2019, Plaintiffs submitted a btief to the arbitrators in opposition to Defendants’ Motion for Punitive Damages on the grounds that it sought □ relief that was beyond the scope of the arbitration provision as set forth by this Court and affirmed by the Eighth Circuit. Doc. 52-3. The arbitration panel denied Defendants’ motion for leave to submit a claim for punitive damages on the grounds that it contravened the directives of this Court — and the Eighth Circuit Court of Appeals that “[i]f the counterclaims seek to reduce or eliminate the money the Williamses owe to the firm, the claims are arbitrable; if they seek something else — like money from the firm — they are not.” Doc. 52-4 at 4-5. The panel noted that this Court specifically ruled that arbitrators determining damages against Plaintiff was not reasonably

‘Specifically, the Court of Appeals stated that the counterclaims that remain in arbitration generally seek □□ _ establish that the Williamses should pay a lower fee than the firm requested, or no fee at all. The court noted in footnote 2 that: os The only exception is the breach-of-contract claim, which still seeks damages even though the district court.excised portions of it from the arbitration. The firm did not file a cross-appeal, □ however, and the Williamses argue the court has allowed the parties to arbitrate too little, not that it has made them arbitrate too much, so we need not decide whether the court erred by allowing the breach-of-contract claim (or any of the others) to proceed. - Doc. 36 at 6. , □

contemplated by the parties when they entered into the Attorney Fee Contract arbitration clause and that Defendants’ claim for treble damages was not arbitrable. Doc. 52-4 at 4.

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