PATEL v. JONES

CourtUnited States Bankruptcy Court, D. Arizona
DecidedSeptember 1, 2021
Docket4:15-ap-00283
StatusUnknown

This text of PATEL v. JONES (PATEL v. JONES) is published on Counsel Stack Legal Research, covering United States Bankruptcy Court, D. Arizona primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
PATEL v. JONES, (Ark. 2021).

Opinion

Dated: September 1, 2021

Bendlo Perf □□□ — 2 Brenda Moody Whinery, Chief Bankruptcy 3 ee 4 5 6 7 UNITED STATES BANKRUPTCY COURT 8 DISTRICT OF ARIZONA 9 10] Inre: Chapter 7 Proceeding Il) NEAL LEBARON JONES and AMY Case No. 4:15-bk-00508-BMW 12|| MELISSA JONES, 13 Debtor. 14 Adversary Case No. 4:15-ap-00283-BMW 15|| RUCHIR PATEL, 16 Plaintiff, MEMORANDUM DECISION 17

18 19 NEAL LEBARON JONES, 20 Defendant. 21 22 Before the Court is the Amended Adversary Complaint to Preclude the Discharge o 23| Certain Debts and to Deny Any Discharge to Debtor (the “Amended Complaint”) (DE 10)! file by Dr. Ruchir Patel (“Dr. Patel”), in which Dr. Patel asks the Court to find that certain debt owe 25|| to him by Dr. Neal LeBaron Jones (“Dr. Jones”) is nondischargeable pursuant t 26 |! References to filings on the docket in this adversary proceeding are indicated by “DE _.” Reference to exhibits admitted into evidence are indicated by “TE __.” If an exhibit admitted into evidence 1s als a filing on the adversary docket, the Court will refer to the document using its docket entry number.

1 §§ 523(a)(2)(A), 523(a)(4), and/or 523(a)(6). 2 The Court held a trial on the issues raised in the Amended Complaint and related pleadings 3 on April 27, 2021 and April 28, 2021, at which time the parties presented evidence, and testimony 4 was provided by Dr. Patel, Dr. Jones, and Michael Squires (“Mr. Squires”). On May 28, 2021, 5 the parties submitted post-trial briefs, and the Court took this matter under advisement. 6 Based on the pleadings, arguments of counsel, testimony offered, exhibits admitted into 7 evidence, and entire record before the Court, the Court now issues its ruling. 8 I. Jurisdiction 9 The Court has jurisdiction over these proceedings, which arise under the Bankruptcy 10 Code. 28 U.S.C. § 1334(b); In re Wilshire Courtyard, 729 F.3d 1279, 1285 (9th Cir. 2013). This 11 is a core proceeding to determine the dischargeability of debt over which this Court has 12 jurisdiction to enter final orders and/or judgments. 28 U.S.C. § 157. The parties have consented 13 to this Court’s jurisdiction and authority to enter final orders and/or judgments in this case. 14 (4/28/2021 Trial Tr. 70:5-9; DE 31; DE 171 at 2). The following constitute the Court’s findings 15 of fact and conclusions of law pursuant to Federal Rule of Civil Procedure 52, made applicable 16 to this proceeding by Federal Rule of Bankruptcy Procedure 7052. 17 II. Factual and Procedural Background 18 This nondischargeability action was commenced on May 18, 2015. The debt underlying 19 this action is a claim for unpaid wages owed by Dr. Jones and his entity to Dr. Patel for services 20 rendered by Dr. Patel under the terms of an Associate Agreement (the “Agreement”) (TE 1). 21 The parties entered into the Agreement on or about January 27, 2011, for a two-year term 22 commencing on July 1, 2011, and concluding on June 30, 2013. (DE 171 at 2, ¶¶ 3 & 5; TE 1). 23 Dr. Jones signed the Agreement in his capacity as president of what was then Neal Jones, D.D.S., 24 M.S., P.C., an Illinois Corporation, but which was later renamed Sauk Valley Orthodontics P.C. 25 (hereinafter, “SVO”).4 (DE 171 at 2-3, ¶¶ 3 & 7). Pursuant to the terms of the Agreement, Dr. 26 2 Unless otherwise indicated, statutory references are to the Bankruptcy Code, Title 11 of the United 27 States Code. 3 The Amended Complaint also includes claims brought pursuant to § 727(a) and claims against Amy 28 Jones, which claims the Court previously dismissed. (DE 39). 1 Patel agreed to provide orthodontic services in return for monthly compensation of $18,000, 2 which was to be paid within fifteen days of the end of each prior month. (DE 171 at 2, ¶¶ 3 & 6; 3 TE 1 at 2). This was Dr. Patel’s first job as an orthodontist after completing his residency. (Patel 4 Decl. ¶ 5).5 5 In July 2011, around the time Dr. Patel’s employment term began, Dr. Jones relocated to 6 Arizona and began providing dentistry services under newly created Arizona entities Desert Vista 7 Orthodontics LLC and Desert Vista Orthodontics Associates, LLC (“DVOA”). (4/28/2021 Trial 8 Tr. 75:5-78:13, 119:9-13; see TE 55 at 39, 50). For most of the employment term, Dr. Patel was 9 the sole orthodontist at SVO. (DE 171 at 3, ¶ 8). 10 Pursuant to the Agreement, Dr. Patel agreed to provide “orthodontic services” for SVO, 11 which services were not further defined in the Agreement. (See TE 1). Dr. Patel testified, which 12 testimony was not controverted, that he was only responsible for patient treatment. (Patel Decl. 13 ¶ 7). There is no dispute that the services Dr. Patel agreed to provide did not include billing or 14 collecting accounts receivable, and that his base compensation was not conditioned, or in any 15 way dependent upon, the collection of accounts receivable or SVO’s cash flow. (Patel Decl. ¶ 6- 16 10; see TE 1). Dr. Patel also testified that his duties at SVO did not include new patient 17 generation, or any management responsibilities, nor did he have access to SVO’s financial books 18 and records. (Patel Decl. ¶¶ 7, 9, 10, 12, 17). This testimony was also not successfully 19 controverted. (See 4/28/2021 Trial Tr. 38:20-41:10). 20 During the pertinent timeframe, Mr. Squires provided tax, bookkeeping, accounting, and 21 consulting services for SVO. (4/27/2021 Trial Tr. 11:8-12:5). Moreover, Mr. Squires confirmed 22 during testimony that he also played a management role in SVO, “handl[ing] a good deal of the 23 accounting and management responsibilities for the office from a distance.” (4/27/2021 Trial Tr. 24 30:17-31:1; TE 35 at 80; see also 4/27/2021 Trial Tr. 20:9-22). Mr. Squires was generally the 25 “first point of contact for nonclinical matters,” and acted at the direction of Dr. Jones. (4/27/2021 26 Trial Tr. 31:2-32:13; TE 35 at 87). 27 of SVO, and Dr. Jones exercised total control over the entity. (See TE 171 at 10, ¶ 48). 28 5 “Patel Decl.” refers to the portions of the Declaration of Dr. Ruchir Patel (DE 178) that were admitted 1 Mr. Squires testified that before, during, and after Dr. Patel’s employment term, SVO had 2 issues collecting its accounts receivable. (E.g., 4/27/2021 Trial Tr. 28:11-29:1, 35:21-36:21, 3 116:24-117:2; see also TE 34 at 135; TE 85 at 8 & 14). Mr. Squires further testified that there 4 was a steady decline in the cash income that was received by SVO during Dr. Patel’s employment 5 term. (4/27/2021 Trial Tr. 119:5-11). Dr. Patel testified that to his knowledge, there was no 6 decline in the number of patients being treated during his period of employment. (4/28/2021 Trial 7 Tr. 7:16-8:19). 8 In November 2012, SVO fell behind on making the contractual monthly payments to Dr. 9 Patel. (DE 171 at 3, ¶ 9). In Dr. Jones’s own words, Dr. Patel began “begging” to be paid. 10 (4/28/2021 Trial Tr. 158:3-6; see also Patel Decl. ¶ 34). 11 In January 2013, Dr. Jones instructed Mr. Squires to withhold payment to Dr. Patel, and 12 to instead pay down a line of credit and pay certain credit card debts. (TE 34 at 23; 4/27/2021 13 Trial Tr. 41:11-42:17). In January 2013, Dr. Patel was paid some, but not all, of the back wages 14 that were due and owing to him. (TE 23). 15 In February 2013, during discussions pertaining to renewal of the Agreement, Mr. Squires 16 asked Dr. Patel if he would be opposed to his compensation being tied to revenue. (TE 37 at 99). 17 Dr. Patel responded that he would not agree to a revenue-based compensation structure.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Gleason v. Thaw
236 U.S. 558 (Supreme Court, 1915)
Local Loan Co. v. Hunt
292 U.S. 234 (Supreme Court, 1934)
Grogan v. Garner
498 U.S. 279 (Supreme Court, 1991)
Kawaauhau v. Geiger
523 U.S. 57 (Supreme Court, 1998)
Archer v. Warner
538 U.S. 314 (Supreme Court, 2003)
Wilshire Courtyard v. California Franchise Tax Board
729 F.3d 1279 (Ninth Circuit, 2013)
Lockerby v. Sierra
535 F.3d 1038 (Ninth Circuit, 2008)
In Re Estate of Albergo
656 N.E.2d 97 (Appellate Court of Illinois, 1995)
Prudential Insurance Co. v. Van Matre
511 N.E.2d 740 (Appellate Court of Illinois, 1987)
HPI Health Care Services, Inc. v. Mt. Vernon Hospital, Inc.
545 N.E.2d 672 (Illinois Supreme Court, 1989)
Nicholas Webb v. Michael Frawley
906 F.3d 569 (Seventh Circuit, 2018)

Cite This Page — Counsel Stack

Bluebook (online)
PATEL v. JONES, Counsel Stack Legal Research, https://law.counselstack.com/opinion/patel-v-jones-arb-2021.