Romain v. Webster Bank N.A.

CourtDistrict Court, E.D. New York
DecidedJanuary 8, 2025
Docket2:23-cv-05956
StatusUnknown

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

Bluebook
Romain v. Webster Bank N.A., (E.D.N.Y. 2025).

Opinion

UNITED STATES DISTRICT COURT EASTERN DISTRICT OF NEW YORK

Joseph Romain and Marie R. Romain,

Plaintiffs, 23-cv-5956 (NRM) (JMW)

v. MEMORANDUM AND ORDER

Webster Bank N.A.,

Defendant.

NINA R. MORRISON, United States District Judge. Pro se Plaintiffs Joseph and Marie Romain bring this suit for damages under the Real Estate Settlement Procedures Act (“RESPA”), 12 U.S.C. § 2609, 12 C.F.R. § 1024.17, a RESPA implementing regulation, and 3 N.Y. Comp. Codes R. & Regs. tit. 3, § 419.2, a related New York state regulation, against Defendant Webster Bank N.A. (“Webster”). Plaintiffs also allege Defendants violated 18. U.S.C. § 287 and 18 U.S.C. § 1001, two criminal statutes. Defendant moves to dismiss the Complaint pursuant to Federal Rule of Civil Procedure 12(b)(6) for failure to state a claim upon which relief can be granted. For the reasons discussed below, the Court grants Defendant’s motion in its entirety. FACTUAL BACKGROUND Plaintiffs Joseph and Marie Romain purchased a house on April 25, 1988, with a mortgage from Long Island Saving Bank FSB for $100,000. See Compl. 7, ECF No. 1.1 The bank then merged with several other banks, including Defendant Webster Bank, N.A. on June 1, 2022. Id. Defendant is the current lender and holder of Plaintiffs’ mortgage and escrow account, and at the time of the merger, Plaintiffs’

principal balance was $36,343.21. Id. On December 15, 2022, Webster sent Plaintiffs a statement analysis of their escrow account indicating a projected shortage of $1,959.21 (projected low point in October 2023 of $376.70 plus a required reserve balance of $1,582.51). Id. at 7, 14. On January 13, 2023, Plaintiffs contacted Defendant asserting that the shortage amount was an error, and Defendant reduced the projected shortage to $375.25, excluding the “required [] reserve balance.” Id. at 7. Plaintiffs contacted Webster two more times to protest the calculated shortage,

and Webster declined to adjust its calculation or take other action. Id. at 31. Plaintiffs filed the Complaint pro se against Webster on August 7, 2023, pursuant to 12 C.F.R. § 1024.17, an implementing regulation of a section of RESPA — 12 U.S.C. § 2609 — and N.Y. Comp. Codes R. & Regs. tit. 3, § 419.2, a state regulation that calls for shortages, surpluses, or deficiencies in borrowers’ escrow accounts to be addressed in accordance with RESPA. Compl. at 6. Plaintiffs attached

thirty-eight pages of exhibits to the Complaint, including annual escrow account disclosure statements, communications with Defendant, and mortgage interest

1 All page references use ECF pagination. statements, some of which date back to 2015.2 Id. at 13–50.3 In the Complaint, Plaintiffs allege that Defendant incorrectly determined that Plaintiffs had a shortage in their escrow account when in fact Plaintiffs had a surplus, and that Defendant

failed to return the surplus of $181.71 to Plaintiffs as required under RESPA. Id. at 8. Plaintiffs also allege that Defendant breached its fiduciary duty, committed fraud, and violated 18 U.S.C. § 1001 and 18 U.S.C. § 287 by making false statements to the government. Id. at 10–11. Plaintiffs seek $125,000,000 in actual and punitive damages. Id. at 11. On October 10, 2023, Defendant moved to dismiss the Complaint in its entirety on the grounds that (1) Plaintiffs fail to state a claim under RESPA, (2) Plaintiffs do

not and cannot allege the existence of a fiduciary duty or breach of that duty, (3) Plaintiffs fail to state a claim for fraud, and (4) claims under 18 U.S.C. § 287 and 18 U.S.C. § 1001 must be dismissed because violating either statute requires conduct affecting the government, which is entirely absent here. Def.’s Mot. to Dismiss (“Mot.”), ECF No. 12; Def.’s Reply in Supp. of Mot. to Dismiss (“Def.’s Reply”), ECF No. 15.

2 It is unclear whether Plaintiffs are seeking damages only for the alleged 2022 violation of RESPA discussed at some length in the Complaint that involves Webster, or for all the alleged violations of RESPA mentioned in the Complaint, including those dating back to 2015, long before Webster was Plaintiffs’ lender. Compl. at 8–9. ——————————————————————————————————————— 3 Fed. R. Civ. P. 10(c) provides that “[a] copy of a written instrument that is an exhibit to a pleading is a part of the pleading for all purposes.” Relying on Rule 10(c), courts have held that “the complaint is deemed to include any written instrument attached to it as an exhibit or any statements or documents incorporated in it by reference.” Cortec Indus., Inc. v. Sum Holding L.P., 949 F.2d 42, 47 (2d Cir. 1991). LEGAL STANDARD “To survive a motion to dismiss, a complaint must contain 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)). “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.” Id. Courts “must construe [a complaint] liberally, accepting all factual allegations therein as true and drawing all reasonable inferences in the plaintiffs’ favor.” Sacerdote v. N.Y. Univ., 9 F.4th 95, 106–07 (2d Cir. 2021). However, courts must also “disregard conclusory allegations,

such as ‘formulaic recitation[s] of the elements of a cause of action.’” Id. at 107 (alteration in original) (quoting Twombly, 550 U.S. at 555). At the motion to dismiss stage, “a pro se plaintiff’s complaint ‘must be construed liberally with “special solicitude” and interpreted to raise the strongest claims that it suggests.’” Guillaume v. Ocwen Loan Servicing, LLC, No. 17-cv-7187 (WFK) (LB), 2019 WL 8645386, at *1 (E.D.N.Y. Dec. 17, 2019) (quoting Hogan v.

Fischer, 738 F.3d 509, 515 (2d Cir. 2013)). If “a liberal reading of the complaint gives any indication that a valid claim might be stated,” the Court must grant leave to amend. Cuoco v. Moritsugu, 222 F.3d 99, 112 (2d Cir. 2000) (quoting Gomez v. USAA Fed. Sav. Bank, 171 F.3d 794, 795 (2d Cir. 1999)). Nonetheless, a pro se plaintiff’s “‘bald assertions and conclusions of law’ are not adequate” to withstand a motion to dismiss. Wilson v. Fam. Dollar Stores, No. 06-cv-639 (DGT), 2007 WL 952066, at *9 (E.D.N.Y. Mar. 29, 2007) (quoting Tarshis v.

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