Richard L. Wendt Revocable Living Trust v. Churchill & Company2 LLC

CourtDistrict Court, W.D. Washington
DecidedDecember 15, 2025
Docket3:23-cv-05359
StatusUnknown

This text of Richard L. Wendt Revocable Living Trust v. Churchill & Company2 LLC (Richard L. Wendt Revocable Living Trust v. Churchill & Company2 LLC) is published on Counsel Stack Legal Research, covering District Court, W.D. Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Richard L. Wendt Revocable Living Trust v. Churchill & Company2 LLC, (W.D. Wash. 2025).

Opinion

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5 UNITED STATES DISTRICT COURT 6 WESTERN DISTRICT OF WASHINGTON AT TACOMA 7 RICHARD L. WENDT REVOCABLE CASE NO. C23-5359 8 LIVINING TRUST, DECISION, FINDINGS OF FACT, 9 Plaintiff, AND CONCLUSIONS OF LAW v. 10 CHURCHILL & COMPANY2 LLC, 11 Defendant. 12

13 THIS MATTER is before the Court following the March 11, 2025, bench trial on 14 issues remaining after the Court’s Order, Dkt. 55, granting in part Plaintiff Richard L. 15 Wendt Revocable Living Trust’s summary judgment motion, Dkt. 32. Consistent with 16 that Order and the evidence and argument at trial, Court makes the following Findings of 17 Fact and Conclusions of Law. 18 I. SUMMARY 19 The Court’s summary judgment Order summarized the case’s factual and 20 procedural background. It concluded that the plaintiff Trust was entitled to judgment as a 21 matter of law on its claim that defendant Churchill & Company breached the parties’ 22 1 February 13, 2015, Pelican Capital Limited Liability Company Operating Agreement. 2 The trial was therefore limited to the unresolved issue of the amount of damages caused 3 by that breach.

4 The Court determined that defendant Churchill materially breached the Operating 5 Agreement in three ways: 6 (1) Churchill wrongfully allocated Pelican’s 2021 losses to the Trust alone, instead 7 of allocating them to “all Economic Interest Owners” pro rata, in accordance with their 8 respective percentage interests;1

9 (2) Churchill transferred substantially all of Pelican’s assets without obtaining 10 prior approval from the Trust; and 11 (3) Churchill wrongfully paid itself a profit share in 2022, but did not pay a share 12 to the Trust, despite the Trust’s entitlement to 68.15% of post-Preferred Net Cash from 13 Operations.

14 The damages for this third breach are not disputed. Matt Wendt testified, and 15 (given the summary judgment order) Churchill concedes, that in 2022, Churchill paid 16 itself $388,577—100% of the purported post-Preferred Return Net cash from 17 operations—while the Operating Agreement required it to pay the Trust 68.15% of that 18 amount, or $264,816. Thus, in addition to the Trust’s loss misallocation damages, this

19 breach of contract caused the Trust $264,816 in damage. 20 21

22 1 Matt Wendt testified that the Trust’s pro rata share was 50.20%. Dkt. 81 at 56 and 60. 1 The Court rejects as inconsistent with the contract and the evidence Churchill’s 2 post-trial claim that the venture’s profit and loss must be evaluated over time, not on a 3 yearly basis. Dkt. 85 at 13.

4 The Trust’s contested damages for the remaining breaches are discussed below. 5 The parties agree that in 2021, Pelican Capital suffered a loss of $3,042,587. Trial 6 Exhibit 13. The Court’s damage calculations begin with this number. The Trust’s witness 7 Matt Wendt credibly and persuasively testified to the amount due the Trust under a loss 8 and damage calculation consistent with that Order, and as demonstrated on plaintiff’s

9 Exhibit 33 (Dkt. 83-3 at 2). The Court therefore largely accepts Matt Wendt’s testimony, 10 and the Trust’s damages calculations, with the following explanations and exceptions. 11 First, the Court denied the Trust’s summary judgment motion on its claim that 12 Churchill wrongfully attempted to redeem the Trust’s interest in Pelican without 13 obtaining the Trust’s written approval. The Trust did not accept Churchill’s redemption

14 as a final accounting and Churchill did not present any evidence that it did. Instead, in the 15 February 18, 2025, Pretrial Order, the Trust admitted that “Churchill treated such 16 payment as a partial redemption of the Trust’s remaining capital investment in Pelican 17 Capital.” Dkt. 59, ¶ 10. The Court concludes that the Trust abandoned any claim for 18 damages stemming from this allegedly material breach, and there is no evidence that it

19 caused the Trust any damage. Churchill has prevailed on this claim. 20 Second, Matt Wendt testified at trial, and the Trust contends, that Churchill 21 breached the Pelican Agreement in 2021, when it paid itself $85,620, when there was no 22 “post-Preferred Return Net cash from operations.” Dkt. 82 at 5. Thus, it claims, the 1 improperly allocated Pelican “loss” for 2021 was in fact that amount more, or 2 $3,128,207. Id. 3 The Trust’s summary judgment motion asserted a different if not necessarily

4 inconsistent claim based on this specific distribution. It argued that Churchill breached 5 the contract when it paid itself $85,620 (or 44.8%) of an “apparent” profit of $190,978, 6 while paying the Trust $105,258 (or 55.2%), because the parties’ contract called instead 7 for a 31.85% / 68.15% split. Dkt. 32 at 9. The difference is less than $25,000. The 8 Court’s summary judgment Order did not grant the Trust’s motion on this point, and it

9 was not and is not part of the loss allocation dispute. The Court’s calculations will not 10 include this payment as an additional loss in 2021. 11 Third, while Churchill’s July 2022 purported “redemption” payment, $178,449, is 12 not itself actionable, the payment was made, and the Trust concedes it is properly 13 deducted from the total damages caused by Churchill’s loss misallocation.

14 Finally, the Trust contends that the K-1 Churchill provided the Trust for 2022 15 showed a $728,956, “distribution” to it, when in fact the only distribution the Trust 16 received was the purported redemption, $178,499, discussed above. See Dkt. 81 at 67. 17 The evidence and argument about the difference, $550,457, was unclear and thus not 18 persuasive. Churchill testified that this money was “not a loss,” suggesting that that

19 additional amount should have been distributed to the Trust, or that the Trust’s capital 20 account should have been increased. It also contends that Matt Wendt’s inclusion of this 21 amount is speculative. Dkt. 85 at 12. The Court concludes that the Trust failed to meet its 22 1 burden of proof on this issue, and the Court will not add this $550,457 to the Trust’s 2 “corrected” Pelican capital account. 3 The Trust’s 2022 K-1 also showed that its capital account ending balance was

4 $2,401,753. Exhibit 33, Dkt. 83-5 at 2. The Trust uses this baseline for its damage 5 calculation. The Court will also do so, though it does not apply two of the Trust’s 6 proposed adjustments to it. Churchill misallocated Pelican’s 2021 loss, $3,042,587 to the 7 Trust. Using the correct, pro rata allocation, the Trust’s share of this loss is 50.20% of 8 that amount, or $1,527,379.

9 The Court will not add the Trust’s claimed $85,620 to this amount, and it will not 10 add the Trust’s claimed $550,457 to this amount. It will credit Churchill the redemption 11 payment of $178,449. This totals $1,348,930. The Trust’s correct 2022 capital account 12 balance is therefore $2,401,753 plus 1,348,930, which is $3,750,683. Adding the 13 $264,816 in admittedly unpaid 2002 profit nets a total damage amount of $4,015,499.

14 Consistent with its prior Order and with these determinations on the major points, 15 the Court makes these additional Findings of Fact and Conclusions of Law. 16 II. FINDINGS OF FACT 17 1 In February of 2015, the Trust and Churchill & Company 2 LLC entered a 18 limited liability company agreement (the “LLC Agreement”) for Pelican Capital, LLC

19 (“Pelican Capital”). Under the LLC Agreement, Churchill was named Manager of 20 Pelican Capital. Admitted Fact No. 1. 21 2. The Trust and Churchill anticipated using Pelican Capital to make real 22 estate loans. Admitted Fact No. 2. Because the Trust and Churchill anticipated soliciting 1 additional investors to participate in that lending, the Trust was named an “economic 2 interest owner” in Pelican Capital, as would be the any anticipated additional investors. 3 Admitted Fact No. 2.

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Richard L. Wendt Revocable Living Trust v. Churchill & Company2 LLC, Counsel Stack Legal Research, https://law.counselstack.com/opinion/richard-l-wendt-revocable-living-trust-v-churchill-company2-llc-wawd-2025.