Michael Lewis, Jr. Medina Rogers, as Trustee for Delon Tyrone Lewis and Ingrid Rogers-Lake v. Patricia M. Rogers, Firstbank Puerto Rico, and Laurent Lake

CourtSuperior Court of The Virgin Islands
DecidedOctober 31, 2024
DocketST-2009-CV-375
StatusPublished

This text of Michael Lewis, Jr. Medina Rogers, as Trustee for Delon Tyrone Lewis and Ingrid Rogers-Lake v. Patricia M. Rogers, Firstbank Puerto Rico, and Laurent Lake (Michael Lewis, Jr. Medina Rogers, as Trustee for Delon Tyrone Lewis and Ingrid Rogers-Lake v. Patricia M. Rogers, Firstbank Puerto Rico, and Laurent Lake) is published on Counsel Stack Legal Research, covering Superior Court of The Virgin Islands primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Michael Lewis, Jr. Medina Rogers, as Trustee for Delon Tyrone Lewis and Ingrid Rogers-Lake v. Patricia M. Rogers, Firstbank Puerto Rico, and Laurent Lake, (visuper 2024).

Opinion

IN THE SUPERIOR COURT OF THE VIRGIN ISLANDS DIVISION OF ST. THOMAS AND ST. JOHN

MICHAEL LEWIS, JR., MEDINA ROGERS, _ ) as Trustee for DELON TYRONE LEWIS, ) and INGRID ROGERS-LAKE ) ) Plaintiffs ) CASE NO. ST-09-CV-00375 v ) ) Action for Partition of Real ) Property PATRICIA M. ROGERS, FIRSTBANK ) PUERTO RICO, and LAURENT LAKE ) ) Cite as 2024 V1 Super 48 Defendants ) ee ) STYLISH WILLIS, ESQ JUDITH L. BOURNE, ESQ Jegge Gut Gade #1 THE BOURNE LAW OFFICE, PLLC P. O. Box 6616 19 Norre Gade, P.O. Box 6458 St. Thomas, U.S.V.I. 00804 St. Thomas, U.S.V.I. 00804 Counsel for Plaintiffs Counsel for Defendant Patricia Rogers

CARTY, Senior Sitting Judge

MEMORANDUM OPINION (Filed October 31, 2024)

{!. THIS MATTER is before the Court upon remand from the Supreme Court of the U.S. Virgin Islands. On August 27, 2020, the Supreme Court remanded this matter for further proceedings to specifically address certain issues raised by the parties and to further quantify and explain the monetary distributions assessed to each party. In this case, Plaintiffs seek to partition two real properties situated at Parcel No. 1-104 Estate Wintberg, No. 3 Great Northside Quarter, St. Thomas, Virgin Islands (“Wintberg”) and Parcel No. 137 Estate Hospital Ground, Kings Quarter, St. Thomas, Virgin Islands (“Hospital Ground” or collectively referred to as “Subject Properties”). A bench trial was held on December 1, 5, and 6, 2016. The court heard the sworn testimonies of Ingrid Memorandum Opinion

Rogers-Lake, Medina Rogers, Michael Lewis, Jr, Dionne Nelthropp and Patricia M. Rogers.! At the conclusion of the trial, the Court took this matter under advisement and permitted the parties to submit post-trial briefs, memorialized in an Order by this Court entered December 22, 2016. Briefs were submitted on January 20, 2017. Each party presented testimony, exhibits, and oral arguments; and based on the evidence, the Court found partition in favor of the Plaintiffs is appropriate 72. In the Plaintiffs’ Petition for Partition filed on August 11, 2009, Original Plaintiff Sandra Rogers-Joseph? and Plaintiffs contend Defendant Patricia Rogers failed to distribute their rightful portions of the rental income from the properties to them and therefore Defendant should convey her one-third interest in the properties, as an offset, to Plaintiffs upon proof of the value of Defendant’s proportionate share. Plaintiffs sought a referee for the purpose of determining the fair market value of both properties, or alternatively moved the court to accept the appraisal report values. In her counterclaim, Defendant Patricia Rogers contends she should be compensated for services provided since she maintained the properties, paid expenses on both properties, addressed the demands of the tenants and preserved the properties for the benefit of the parties. She further contends she should not be responsible for the mortgage or loans secured by Plaintiff Ingrid Rogers-Lake as those were to the benefit of Ingrid Rogers-Lake and her husband

"In a Court Order dated November 28, 2016, nominal Defendant FirstBank Puerto Rico only was excused from this matter as their only interest is as a mortgagor over the Subject Properties. Laurent Lake was also a nominal defendant subsequently dismissed as he is the husband of Ingrid Rogers-Lake and named as a mortgagor ? Sandra B. Rogers-Joseph and Ingrid Rogers-Lake were the original plaintiffs in this matter. Sandra Rogers died on March 6, 2010, in Jacksonville, Florida. See Pls’ Trial Ex. 20 ]t, Adjudication entered on April 3, 2012, by the Superior Court of the Virgin islands. On February 7, 2012, Michael Lewis, Jr., in his capacity as the Personal Representative of the Estate of Sandra Bernice Rogers f/k/a Sandra Bemice Joseph was substituted as a plaintiff. A subsequent order was entered on June 11, 2014, nunc pro tunc to May 16, 2014, wherein Michael Lewis, Jr. was allowed to proceed as a plaintiff in his name, and Medina Rogers, as trustee for Delon Tyrone Lewis, was added as a plaintiff. Memorandum Opinion

q3. In consideration of the evidence and the record, the Court makes the following findings of fact and conclusions of law. Judgment will be entered granting Plaintiffs requested relief of partition of real properties Parcel No. 1 104 Estate Wintberg and Parcel No. 137 Estate Hospital Ground, and order the properties be sold if buy-out options are unattainable. Net proceeds will be equitably distributed according to the parties’ respective shares FINDINGS OF FACT

A. Background Facts

1. Plaintiff Ingrid Rogers-Lake is an adult resident of St. Thomas, Virgin Islands

2. Sandra B. Rogers-Joseph was a Plaintiff at the time of filing this matter, but upon her death? she has since been substituted by her sons, Plaintiff Michael Lewis, Jr., who is an adult resident of the state of Florida and Plaintiff Delon Tyrone Lewis, who is represented by Plaintiff Medina Rogers as Trustee, a resident of the state of Florida

3. Defendant Patricia M. Rogers is an adult resident of St. Thomas, Virgin Islands

4. Ingrid Rogers-Lake (Ingrid), Sandra B. Rogers-Joseph (Sandra), and

Patricia M. Rogers (Patricia) are sisters.‘ (Dec. 5. 2016, Trans. p.13)

5. Medina Rogers and Andrew Rogers are the parents of the three sisters

(Dec. 5. 2016, Trans. pp. 12-13)

6. The Adjudication of the Estate of Sandra B. Rogers-Joseph was entered on

> Pursuant to the Adjudication, the heirs of Sandra Rogers-Joseph, Michael Lewis, Jr. and Delon Tyrone Lewis inherited one-half each of her one-third interest in the Subject Properties which represents a one-sixth interest * For the purpose of clarity, the Court will interchangeably refer to the siblings by their first names as all individuals in this family share the same last name Memorandum Opinion

April 3, 2012, by the Superior Court of the Virgin Islands, with Michael

Lewis, Jr. and Delon Tyrone Lewis each receiving a % undivided interest

in their mother’s estate.5

7. Upon the death of Original Plaintiff Sandra Rogers-Joseph and pursuant to the Adjudication of her estate in the Superior Court of the Virgin Islands, Case No. ST-2010-PB-00086, her property interest in the Subject Properties was evenly distributed to her sons, Plaintiffs Michael Lewis, Jr and Delon Tyrone Lewis® on April 3, 2012, as tenants in common. This conveyance was recorded on June 14, 2013, as Document No 2013004854 with the Office of the Recorder of Deeds for the District of St Thomas and St. John

8. On December 17, 1993, Andrew Rogers (hereinafter “Rogers”) executed

and delivered a promissory note in favor of Chase Manhattan Bank in the amount of $34,000 on Parcel No. 1-104 Estate Wintberg, St. Thomas, Virgin Islands. (Def. ex. 2, admitted by stipulation) 9. At some point, Rogers defaulted on the loan and Chase Manhattan Bank

brought an action against Rogers. Default Judgment was entered against

him in favor of the Bank on March 20, 2000. (Def. ex. 2)

10 As a result, Rogers sought financial assistance from Ingrid in an attempt to prevent foreclosure 11. On July 2, 2002, Rogers conveyed a Deed of Gift to 1-104 Wintberg to his daughter, Plaintiff Ingrid Rogers-Lake, which was recorded on July 18,

$ In the matter of the Estate of Sandra Rogers-Joseph, ST-2010-PB-00086 * Delon Tyrone Lewis had not reached the required age in accordance with the Last Will and Testament of Sandra B Rogers-Joseph. As such, his interest was held by his grandmother, Medina Rogers, instituted as the Trustee by Order dated June 11, 2014 Memorandum Opinion

2002, as Document No. 2002003852 with the Office of the Recorder of

Deeds for the District of St. Thomas and St. John. The legal description

of the Wintberg property is Parcel No. 1-104 Estate Wintberg No. 3 Great Northside Quarter St.

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Related

Skretvedt v. E.I. DuPont De Nemours
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48 V.I. 166 (Superior Court of The Virgin Islands, 2006)

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Michael Lewis, Jr. Medina Rogers, as Trustee for Delon Tyrone Lewis and Ingrid Rogers-Lake v. Patricia M. Rogers, Firstbank Puerto Rico, and Laurent Lake, Counsel Stack Legal Research, https://law.counselstack.com/opinion/michael-lewis-jr-medina-rogers-as-trustee-for-delon-tyrone-lewis-and-visuper-2024.