Montgomery v. U.S. Bank N.A.

CourtDistrict Court, D. Nebraska
DecidedSeptember 26, 2025
Docket8:24-cv-00502
StatusUnknown

This text of Montgomery v. U.S. Bank N.A. (Montgomery v. U.S. Bank N.A.) is published on Counsel Stack Legal Research, covering District Court, D. Nebraska primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Montgomery v. U.S. Bank N.A., (D. Neb. 2025).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF NEBRASKA

EURELL MONTGOMERY, and STERLING MCKOY, as Trustee; 8:24CV502 Plaintiffs,

vs. MEMORANDUM AND ORDER

U.S. BANK N.A., U.S. BANK NATIONAL ASSOCIATION, MORTGAGE ELECTRONIC REGISTRATION SYSTEMS, INC., and MERSCORP, INC.,

Defendants.

Plaintiffs Eurell Montgomery (“Montgomery”) and Sterling McKoy (“McKoy”), as trustee of the 3610 North 50th Street Land Trust, filed a Complaint, Filing No. 1, and were given leave to proceed in forma pauperis, Filing No. 6. The Court now conducts an initial review of the Complaint to determine whether summary dismissal is appropriate under 28 U.S.C. § 1915(e)(2). Also before the Court are Plaintiffs’ Motion for Service of Process, Filing No. 7; Motion to Supplement, Filing No. 8; Motion for Temporary Restraining Order, Filing No. 9; Motion for Temporary Restraining Order, Filing No. 10; Motion for Default Judgment, Filing No. 15; and Amended Motion for Default Judgment, Filing No. 16. Additionally, Defendants each filed Motions to Stay their response deadline until the Court conducts an initial review of Plaintiffs’ Complaint. Filing Nos. 11 & 14. The Court concludes that Plaintiffs fail to state a claim, and their Complaint is subject to dismissal. Accordingly, each of Plaintiffs’ motions are denied. Defendants’ Motions to Stay are denied as moot. I. SUMMARY OF COMPLAINT Montgomery alleges he is the successor in interest, grantor, and sole beneficiary of the 3610 N. 50th Street Land Trust (“the Land Trust”), a Nebraska land trust established on June 6, 2023. Filing No. 1 at 2, 8. McKoy is the Land Trust’s trustee. Filing No. 1 at 2. The Land Trust owns a parcel of real property (the “Subject Property”) located at 3610 North 50th Street in Omaha, Nebraska. Id. On August 24, 2005, Montgomery’s parents, Euell and Tammera Montgomery, purchased the Subject Property for approximately $100,000. Id. at 4. Montgomery’s parents financed the purchase through a Deed of Trust (“DOT”) executed in favor of U.S. Bank National Association (“U.S. Bank”), with Mortgage Electronic Registration Systems, Inc. (“MERS”) named as nominee and beneficiary. Id.; see also id. at 26-27. The DOT contemplated the rights of a “successor in interest.” Id. at 4; see also id. at 27. The DOT defined “successor in interest” as “any party who has taken title to the [Subject] Property,” regardless of whether that party assumed the obligations of the loan or security agreement. Id. at 4-5, see also id. at 27. After Montgomery’s father died in July 2012, Montgomery’s mother executed a warranty deed, naming Plaintiff Montgomery as joint tenant to the Subject Property. Id. at 5. Montgomery’s mother died in March 2018. Id. From March 2018 until January 2021, Montgomery made mortgage payments to Defendants under the DOT. Id. Defendants accepted the payments from Montgomery and, during that period, Defendants never asserted that Montgomery was not the “successor in interest,” contemplated by the DOT. Id. Montgomery continued to reside at the Subject Property and had done so since August 2005. Id. Following Tammera’s death, Montgomery’s grandmother, Christina Coffee, allegedly contacted U.S. Bank and requested that mortgage statements and other notices be sent to Coffee at her own address. Id. at 5-6. The DOT required that all notices be delivered to the Subject Property unless the “Borrower” changed the address. See id. at 34. Montgomery alleges that Coffee was not a lawful successor in interest and that he does not know how Coffee successfully redirected the notices to her own address. Id. at 6. Montgomery believes his mother never authorized mortgage statements or notices to be sent to Coffee. Id. at 7. The notices were sent to Coffee’s address and, due to an interpersonal conflict between Coffee and Montgomery, Montgomery does not know how much is owed on back payments on the Subject Property. Id. at 6. Nor does Montgomery know who was servicing the loan or whether there were other loss mitigation options. Id. at 6-7. In January 2021, Montgomery missed several payments on the DOT, but he did not receive a notice of default at the Subject Property. Id. at 6. In January 2023, McKoy helped Montgomery contact U.S. Bank to attempt to make back payments and service the loan. Id. at 7. U.S. Bank asked Montgomery to provide “successor of interest” documentation to prove he was the sole heir of the Subject Property. Id. On March 17, 2023, while Montgomery worked to obtain and complete the successor of interest documentation, he removed his mother’s name from the deed. Id. at 8. On the same day, Montgomery sent U.S. Bank a copy of the new deed. Id. In April 2023, Montgomery returned all documents U.S. Bank requested to show he was the successor in interest, except for the actual successor of interest form. Id. Montgomery claims U.S. Bank never provided the successor of interest form. Id. At some point after submitting the documents, Montgomery contacted U.S. Bank to check the status of his request to pay on the loan. Id. Montgomery was told that he needed to fill out the successor of interest form and a court order or affidavit stating that he was the legal heir to the Subject Property. Id. On June 6, 2023, Montgomery placed the Subject Property into an inter vivos trust for estate planning purposes. Id. He appointed McKoy as trustee. Id. Plaintiffs assert three causes of action. In Count I, they allege Defendants violated the Garn-St Germain Act, 12 U.S.C. §§ 1701j-3(d), by refusing to allow Plaintiffs to “reinstate” and begin paying the mortgage. Filing No. 1 at 9. Though Plaintiffs’ citations are varied, they appear to assert that their rights derive from 12 U.S.C. §§ 1701j-3(d)(5) and 1701j-3(d)(6), which, respectively, prohibit a lender from enforcing a “due on sale” clause where real property is transferred to a borrower’s relative or children following the borrower’s death. See Filing No. 1 at 14. In Count II, Plaintiffs allege Defendants violated regulations promulgated under the Real Estate Settlement Procedures Act (“RESPA”), 12 U.S.C. § 2601 et seq., specifically 12 C.F.R. § 1024.39(a). Under certain circumstances, § 1024.39(a) requires a servicer to “make good faith efforts to establish live contact with a delinquent borrower” within 36 days of delinquency and “inform the borrower about the availability of loss mitigation options.” 12 C.F.R. § 1024.39(a). Plaintiffs allege Defendants violated the regulation because they failed to make live contact with Montgomery once the account was 36 days past due. Filing No. 1 at 17. In Count III, Plaintiffs allege Defendants violated the Nebraska Deceptive Trade Practice Act (“NDTPA”), Neb. Rev. Stat. § 87-302(a), and the principles of good faith and dealing. Filing No. 1 at 18. Plaintiffs allege Defendants are fraudulently withholding information to prevent Plaintiff from making the back payments so Defendants can foreclose and illegally acquire the Subject Property. Id. at 19. Plaintiffs allege that sending mortgage statements and notices to Coffee’s address also violates the implied covenant of good faith and fair dealing. See id. at 19-20.

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Montgomery v. U.S. Bank N.A., Counsel Stack Legal Research, https://law.counselstack.com/opinion/montgomery-v-us-bank-na-ned-2025.