New Penn Financial, LLC v. Daniels

CourtDistrict of Columbia Court of Appeals
DecidedAugust 8, 2024
Docket22-CV-0005
StatusPublished

This text of New Penn Financial, LLC v. Daniels (New Penn Financial, LLC v. Daniels) is published on Counsel Stack Legal Research, covering District of Columbia Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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New Penn Financial, LLC v. Daniels, (D.C. 2024).

Opinion

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DISTRICT OF COLUMBIA COURT OF APPEALS

No. 22-CV-0005

NEW PENN FINANCIAL, LLC, D/B/A SHELLPOINT MORTGAGE SERVICING, APPELLANT,

V.

LASHAN D. DANIELS, et al., APPELLEES.

Appeal from the Superior Court of the District of Columbia 2016-CA-002755-R(RP)

(Hon. Robert R. Rigsby, Trial Judge)

(Argued May 9, 2023 Decided August 8, 2024)

Benjamin W. Perry, with whom Andrew J. Narod was on the brief, for appellant.

Lashan Daniels did not file a brief or participate in this appeal.

Ian G. Thomas, with whom Tracy Buck was on the brief, for appellee Tyroshi Investments, LLC.

Thomas C. Mugavero, with whom Rafiq R. Gharbi was on the brief, for appellee Brandywine Crossing I Condominium. 2

Marcella Coburn, with whom Karl A. Racine, Attorney General for the District of Columbia, Caroline S. Van Zile, Solicitor General, Ashwin P. Phatak, Principal Deputy Solicitor General, Carl J. Schifferle, Deputy Solicitor General, and Caroline W. Tan, Assistant Attorney General, were on the brief, for appellee the District of Columbia. *

Before EASTERLY, MCLEESE, and DEAHL, Associate Judges.

EASTERLY, Associate Judge: Appellant New Penn Financial, LLC, d/b/a

Shellpoint Mortgage Servicing (“Shellpoint”) appeals from the Superior Court’s

order granting summary judgment in favor of defendants/appellees Lashan Daniels,

the former owner of a condominium unit with a mortgage that had been serviced by

Shellpoint’s predecessor in interest; Tyroshi Investments, LLC (“Tyroshi”), the

purchaser of Ms. Daniels’s condominium unit at a foreclosure sale; and Brandywine

Crossing I Condominium (“Brandywine”), the condominium association that

conducted the foreclosure sale. Shellpoint argues that (1) the court procedurally

erred by sua sponte granting summary judgment for each of the three

defendants/appellees without giving Shellpoint notice and an opportunity to argue

against this disposition; (2) the court substantively erred in granting summary

judgment as to Shellpoint’s claim that Brandywine’s foreclosure sale should be set

aside on equitable grounds; and (3) the notice provision of the D.C. Condominium

Act is facially unconstitutional.

* The District of Columbia was added as a party to this appeal pursuant to D.C. App. R. 44(b). 3

We affirm. Although we agree that the Superior Court’s summary judgment

ruling violated Rule 56(f) of the Superior Court Rules of Civil Procedure, we

conclude that the court’s departure from the rules was harmless because Shellpoint’s

claim that there were equitable grounds for setting aside the foreclosure sale fails as

a matter of law. Because Shellpoint did not preserve its constitutional challenge in

Superior Court, we decline to address it in the first instance on appeal.

I. Factual and Procedural Background

In 2007, Ms. Daniels purchased a condominium on Brandywine Street, SE,

for $255,000, and financed her purchase with a $204,000 loan from Countrywide

Home Loans. Ms. Daniels executed a promissory note and deed of trust granting

Countrywide Home Loans a lien on the property. The deed of trust was subsequently

assigned to Bank of America.

Two years after purchasing her condominium, Ms. Daniels stopped paying the

condominium assessments, and the condominium association, Brandywine Crossing

I Condominium, eventually recorded two Notices of Condominium Lien for

Assessments Due, collectively covering fees due for the period of September 21,

2009, through December 31, 2011. In May 2014, Brandywine recorded a Notice of 4

Foreclosure Sale pursuant to D.C. Code § 42-1903.13, stating that Ms. Daniels owed

$7,838.50 in unpaid assessments, plus fees and costs, and scheduling a foreclosure

sale for June 24, 2014. The advertisement for the sale, published in the Washington

Times, stated that the property would be sold “subject to any . . . superior liens,

encumbrances, and municipal assessments, if any, the further particulars of which

may be announced at time of sale.” Brandywine twice notified Bank of America of

the impending sale. This notice appears to have consisted of the recorded Notice of

Foreclosure Sale, sent by certified mail, which made no representations regarding

the status of the deed of trust.

The foreclosure sale was held on June 24, 2014, and Ms. Daniels’s

condominium was sold to the highest bidder, Tyroshi Investments, LLC, for $5,000.

The Memorandum of Purchase, signed that day, described the sale price as “$5,000

subject to senior lien.” The Trustee’s Deed, recorded about a month after the

foreclosure sale, stated that the condominium was purchased “for the amount of

$5,000.00 and subject to the balance on a first deed of trust in the face amount of

$204,000.00.”

At the time of the sale, D.C.’s Condominium Act authorized condominium

associations to foreclose upon a unit for nonpayment of condominium assessments

and gave the highest priority lien status to the most recent six months of unpaid 5

assessments. The statute made this six-month lien “prior to a mortgage or deed of

trust.” D.C. Code § 42-1903.13(a)(2). In August 2014, just two months after the

sale of Ms. Daniels’s condominium, this court decided Chase Plaza Condominium

Association v. JPMorgan Chase Bank, N.A., 98 A.3d 166 (D.C. 2014), affirming the

super-priority status of a condominium association’s six-month lien under the statute

and clarifying that foreclosing upon this lien extinguished all junior liens, including

the first deed of trust. This court continued to clarify ambiguities in the operation of

D.C. Code § 42-1903.13(a)(2) in the ensuing years, first in Liu v. U.S. Bank National

Association, 179 A.3d 871 (D.C. 2018) (holding that the deed of trust was

extinguished when a condominium association foreclosed upon its super-priority

lien even if the sale was advertised as subject to that deed of trust) and then in 4700

Conn 305 Trust v. Capital One, N.A., 193 A.3d 762 (D.C. 2018) (holding that when

a condominium association foreclosed on more than six months of fees, it created a

split lien, six months of which were still entitled to super-priority status).

In the meantime, Ms. Daniels, in addition to falling behind on her

condominium assessments, had failed to make payments on her mortgage. In July

2015, more than a year after Brandywine’s foreclosure sale of her unit, Bank of

America purported to assign the deed of trust to Shellpoint, and in April 2016,

Shellpoint filed a suit for judicial foreclosure against Ms. Daniels. Shellpoint

subsequently amended its complaint twice, adding Tyroshi and Brandywine as 6

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