Richard L Wendt Revocable Trust v. Churchill & Company2 LLC

District Court, W.D. Washington·Decided August 11, 2023·No. 3:23-cv-05359·Unknown

Opinion

UNITED STATES DISTRICT COURT WESTERN DISTRICT OF WASHINGTON AT SEATTLE

RICHARD L. WENDT CASE NO. C23-5359JLR REVOCABLE TRUST, dated March 8, 1995, by Trustee Roderick Wendt, ORDER Plaintiff / Counter-Defendant, v.

CHURCHILL & COMPANY2 LLC, Defendants / Counter-Claimants. Before the court is Plaintiff/Counter-Defendant Richard L. Wendt Revocable Trust, dated March 8, 1995, by Trustee Roderick Wendt’s (the “Trust”) motion to dismiss Defendant/Counter-Claimant Churchill & Company2 LLC’s (“Churchill”) counterclaims. (MTD (Dkt. # 11); Reply (Dkt. # 15).) Churchill opposes the motion. (Resp. (Dkt. # 14).) The court has reviewed the parties’ submissions, the relevant portions of the record, and applicable law. Being fully advised,1 the court GRANTS the Trust’s motion.

This is a contract dispute between the Trust and Churchill. (See generally Compl. (Dkt. # 1).) The Trust and Churchill created Pelican Capital, LLC (“Pelican”) in February 2015, pursuant to the Limited Liability Company Agreement of Pelican (the “Agreement”). (See Answer (Dkt. # 9) ¶¶ 1-2; Roller Decl. (Dkt. # 12) ¶ 3, Ex. A (“Agreement”)2.) Churchill was the manager of Pelican. (Answer ¶ 3.) Although the

Trust is the largest investor Pelican, it is not a member of, and the Agreement designates the Trust as a “Class B Economic Interest Owner.” (See Agreement at 53; Compl. ¶ 7, Answer ¶ 7.) In relevant part, the Agreement confers to the Trust the sole authority to appoint and remove the manager, and only for cause. (Agreement § 4.3 (describing the procedure for removing the manager).) The Agreement provides that cause to remove the

manager will exist, in part, if the manager “has committed a material breach of this Agreement.” (Id.) The Agreement also provides that Pelican shall dissolve upon the “removal of any Manager, unless the business of [Pelican] is continued with the consent 1 Neither party requests oral argument (see MTD; Resp.), and the court concludes that oral argument would not be helpful to its disposition of the motion, see Local Rules W.D. Wash. LCR 7(b)(4). 2 The court incorporates the Agreement by reference because Churchill’s counterclaims refer to and rely on the Agreement. See U.S. v. Ritchie, 342 F.3d 903, 907-08 (9th Cir. 2003).

3 When referring to the parties’ exhibits, the court uses the page numbers in the CM/ECF header. of [the Trust] within 90 days following such event.” (Id. § 8.1(b).) The Agreement is governed by the laws of the State of Washington. (Id. § 11.2.)

In 2022, the Trust concluded that Churchill was in material breach of the Agreement4 and sought to remove Churchill as manager pursuant to the procedures set forth in the Agreement. (See Compl. ¶¶ 16-21 (describing the Trust’s actions to comply with the removal process); Answer ¶¶ 16-21 (not denying material allegations with respect to the Trust’s compliance with the removal process).) Churchill denies that it materially breached the Agreement. (See, e.g., Answer ¶¶ 16, 18.) The Trust alleges, and

Churchill does not deny, that it asked Churchill to (1) confirm that it is no longer acting as manager of Pelican, (2) confirm that Churchill does not contest its removal as manager, and (3) sign an amendment to the Agreement designating a new manager. (See Compl. ¶ 20; Answer ¶ 20.) The parties agree that Churchill had not responded to this request as of the filing of the complaint. (See Compl. ¶ 21; Answer ¶ 21.) The Trust then

filed this lawsuit, seeking the court’s intervention to enforce the terms of the Agreement and remove Churchill as manager of Pelican, among other remedies for its various contract claims. (See generally Compl.) Churchill asserted counterclaims against the Trust for breach of contract and dissolution. (Answer at 8-11 (“Counterclaims”) ¶¶ 15-17, 19-20.) Churchill alleges that

the Trust breached the Agreement by “prematurely, and without cause, attempting to remove Churchill as Manager.” (Counterclaims ¶ 16.) In support of this counterclaim,

4 The basis for Churchill’s alleged breach are not relevant to the instant motion. (See MTD Churchill alleges that the Agreement “does not provide a process for determination of material breach,” and that the Trust’s allegation of material breach is “premature and

conclusory” because “[n]o court, arbitrator, or disinterested third-party [sic] has determined whether Churchill has breached [the] Agreement, let alone whether such alleged breach was material.” (Id. ¶¶ 8-9.) Churchill’s counterclaim for dissolution alleges that the Trust’s removal of Churchill as manager “constitute[s] a de facto Event of Default,” which “should trigger dissolution” of Pelican. (Id. ¶¶ 19-20 (citing Agreement § 8.1).) The Trust timely filed the instant motion to dismiss Churchill’s counterclaims.

(MTD.) Below, the court reviews the legal standard for a motion to dismiss before turning to the Trust’s motion. A. Legal Standard for a Motion to Dismiss

Federal Rule of Civil Procedure 12(b)(6) provides for dismissal when a complaint or counterclaim “fail[s] to state a claim upon which relief can be granted.” Fed. R. Civ. P. 12(b)(6). Under this standard, the court construes the counterclaim in the light most favorable to the nonmoving party, Livid Holdings Ltd. v. Salomon Smith Barney, Inc., 416 F.3d 940, 946 (9th Cir. 2005), and asks whether the counterclaim contains “sufficient

factual matter, accepted as true, to ‘state a claim to relief that is plausible on its face,’” Ashcroft v. Iqbal, 556 U.S. 662, 678 (2009) (quoting Bell Atl. Corp. v. Twombly, 550 U.S. 544, 570 (2007)). The court need not, however, “accept as true allegations that contradict matters properly subject to judicial notice or by exhibit.” Sprewell v. Golden State Warriors, 266 F.3d 979, 988 (9th Cir. 2001). Nor is the court required to accept as true legal conclusions or “formulaic recitation[s] of the legal elements of a cause of action.”

Chavez v. United States, 683 F.3d 1102, 1008 (9th Cir. 2012). “A claim has facial plausibility when the plaintiff pleads factual content that allows the court to draw the reasonable inference that the defendant is liable for the misconduct alleged.” Iqbal, 556 U.S. at 678. B. Churchill’s Breach of Contract Counterclaim A party may bring a claim for breach of contract by establishing (1) the existence

of a valid contract, (2) breach of that contract, and (3) damages resulting from the breach. Fid. & Deposit Co. of Md. v. Dally, 201 P.3d 1040, 1044 (Wash. Ct. App. 2009) (citing Lehrer v. Dep’t of Social & Health Servs., 5 P.3d 722, 727 (Wash. Ct. App. 2000)). Churchill argues that the Trust breached the Agreement by attempting to remove Churchill as manager before any third party determined that Churchill had materially

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Richard L Wendt Revocable Trust v. Churchill & Company2 LLC, (W.D. Wash. 2023).

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