Scott A. Walker And Fred Wagner, V Scott Serven

CourtCourt of Appeals of Washington
DecidedMarch 19, 2014
Docket44063-6
StatusUnpublished

This text of Scott A. Walker And Fred Wagner, V Scott Serven (Scott A. Walker And Fred Wagner, V Scott Serven) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Scott A. Walker And Fred Wagner, V Scott Serven, (Wash. Ct. App. 2014).

Opinion

d #_ ED

t r •,. if'', 1i

19 r' 8: 48

i,

a

IN THE COURT OF APPEALS OF THE STATE OF WASHING

DIVISION II

SCOTT A. WALKER and FRED WAGNER,

Appellants, 06 A U 1: 1Cf' tl

V.

SCOTT SERVEN, a single man, UNPUBLISHED OPINION

Respondent.

MAXA, J. Scott Walker and Fred Wagner appeal the trial court' s summary judgment '

dismissal of their claims against Scott Serven for money due on loans, securities fraud, and

common law fraud arising from their investment in a project to renovate and operate a hotel in

Mexico. We hold that summary judgment was appropriate because Walker and Wagner failed to

show that there were genuine issues of material fact that ( 1) the parties entered into a loan

agreement or any other agreement that would require Severn to refund the money Walker and

Wagner invested, (2) Serven made a misrepresentation or engaged in fraudulent or deceitful

conduct upon which Walker and Wagner reasonably relied sufficient to trigger liability for

securities fraud, and ( 3) Serven knowingly made a false statement of material fact as required to

recover for common law fraud. Accordingly, we affirm. No. 44063- 6- 11

FACTS

In 2005, Serven, Scott Griffin, Rick Seddon, and Chris Johnston decided to purchase and

renovate a dilapidated hotel in Loreto, Mexico. The four investors made the following capital

contributions to the project: Serven: 55 percent; Griffin: 25 percent; Seddon: 10 percent; and

Johnston: 10 percent. Serven and Griffin formed a Mexican corporation to own the hotel

property. The investors all agreed to contribute additional capital to the project in proportion to

their initial investments. They also agreed that once the project was completed, they would

receive shares in the Mexican corporation in proportion to their total contributions.

Both Johnston and Seddon initially contributed $ 120, 000 to the project. The document

governing Johnston' s interest provided:

On the day of May 3, 2006 Chris and Alicia Johnston are hereby granted the right to purchase 10% of the Loreto Hotel Mission stock. The purchase price is base[ d] on the final cost to purchase and remodel /build the Hotel. Receipt is hereby acknowledged for payment to date of $120, 000. 00. The balance is payable as the expenses occur. The purchase[ r] hereby agrees to pay the share of expenses equal to their respective ownership within five business days] of notice. After payment for this stock is received in fall, the purchaser shall be at their own expense officially added to the Mexican corporation " Loreto Hotel Mission[ "]. Profit and los[ s] es shall be distributed to each member of the corporation based on their pro -rat[ a] interest in the corporation.

Clerk' s Papers ( CP) at 474. Seddon signed' an identical agreement.

Soon thereafter, Johnston and Seddon decided to withdraw from the project. In 2006,

Walker and Wagner became involved. The parties dispute whether Walker and Wagner

purchased Johnston and Seddon' s interests or whether their investments were made under a

1 There are no signed copies of either agreement in the record. But Serven stated in a declaration that he at one time had documents bearing Johnston' s and Seddon' s signatures. And Walker and Wagner do not dispute that these agreements were signed. 2 No. 44063 -6 -II

separate agreement. Serven testified that Wagner acquired Seddon' s interest in the corporation

and that Walker acquired Johnston' s interest. Seddon testified that Walker bought Johnston' s

interest and that Wagner purchased his interest. By contrast, Walker asserts that he made all

payments to Serven' s bank accounts. In his deposition, Serven testified that Walker had

purchased his interest from Johnston. However, he acknowledged that there was a document

stating that Walker had paid $ 120, 000 to the entity, not Johnston'2 The parties do not dispute that Wagner made an initial $ 120, 000 payment directly to Seddon.

Walker and Wagner made a series of payments to the Mexican corporation between

December 2005 and February 2010. Both Walker and Wagner stated that these payments went

to an account controlled by Serven and in his name. The parties disputed the nature of these

payments. Serven stated that, except for a $ 180, 000 payment Wagner made in 2008 to cover

Griffin' s shortfall when he could no longer make capital contributions to the hotel, all of the

payments were capital contributions. Walker and Wagner asserted that all of the payments were

loans.

The parties had ongoing discussions about issuing stock to Wa er an agner or their -

contributions to the corporation. Beginning in 2007, the parties began discussing the option of

creating a United States entity to hold shares in the Mexican corporation. In a May 2007 e -mail

to Walker and Wagner, Serven stated:

Currently the most significant action we are taking is to form a Washington corporation that will hold all of the shares of stock in the Loreto Mission Hotel corporation in Mexico. All of the shares in the [ M] exican corporation will be

2 Serven appears to challenge the authenticity of this. document. He stated that he " discovered that the Walkers created this document, signed my name to it and had the hotel buy [ Johnston]' s interest back and then bought their interest from the hotel." CP at 343. When asked if it was true that the Walkers bought a 10 percent interest from the entity itself, Serven responded, That' s the way it' s documented." CP at 343 -44. 3 No. 44063 -6 -II

transfer[ r] ed to the Washington corporation and we will all individually own shares in the Washington corp[ oration] in accordance with our capit[ a] l account.

CP at 181. The parties then engaged in ongoing discussions with attorneys and accountants to

address the potential benefits to or consequences of having the shares held by a United States

entity.

In September 2010, Wagner told Serven that he wanted to have all of the Mexican

corporation' s stock transferred to a United States corporation " as we all previously agreed to."

CP at 206. Serven responded that Wagner could hold his stock in a United States corporation if

he chose to do so, even if Serven chose to hold his in the Mexican corporation. In December

2010, Wagner wrote to Serven stating that he was " perplexed by your unilateral decision to

change the process you, Walker, and I had agreed upon to facilitate the stock transfer." CP at

249. Serven responded that there were no beneficial reasons to hold the stock in a United States

corporation and that his decision not to do that did not affect Walker and Wagner' s ownership

interest.

In October 2011, Walker and Wagner filed a complaint against Serven for money due on

loans and for violation of the Securities. Act of Washington ( WSSA), chapter 21. 20 RCW. They

claimed that they had agreed to make advances with the understanding that the advances would

become loans if the parties could not agree on the terms of ownership in the hotel. Walker and

Wagner also made claims under the WSSA for the sale of unregistered securities and for

securities fraud and a claim for common law fraud.

Serven filed a motion for partial summary judgment, asking that the trial court dismiss

the money due on loans claim. He argued that Walker and Wagner failed to show any facts

supporting the existence of a contract for a loan.

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

Related

Howell v. Spokane & Inland Empire Blood Bank
818 P.2d 1056 (Washington Supreme Court, 1991)
Port of Longview v. Taxpayers of Port of Longview
533 P.2d 128 (Washington Supreme Court, 1975)
Havens v. C & D PLASTICS, INC.
876 P.2d 435 (Washington Supreme Court, 1994)
MA Mortenson Co. v. Timberline Software Corporation
998 P.2d 305 (Washington Supreme Court, 2000)
Cellular Engineering, Ltd. v. O'Neill
820 P.2d 941 (Washington Supreme Court, 1991)
National Bank of Commerce v. Preston
558 P.2d 1372 (Court of Appeals of Washington, 1977)
White v. State
929 P.2d 396 (Washington Supreme Court, 1997)
Aspelund v. Olerich
784 P.2d 179 (Court of Appeals of Washington, 1990)
Go2net, Inc. v. FreeYellow. Com, Inc.
109 P.3d 875 (Court of Appeals of Washington, 2005)
Stewart v. Estate of Steiner
93 P.3d 919 (Court of Appeals of Washington, 2004)
Ranger Ins. Co. v. Pierce County
192 P.3d 886 (Washington Supreme Court, 2008)
Woody v. Stapp
189 P.3d 807 (Court of Appeals of Washington, 2008)
White v. State
131 Wash. 2d 1 (Washington Supreme Court, 1997)
M.A. Mortenson Co. v. Timberline Software Corp.
140 Wash. 2d 568 (Washington Supreme Court, 2000)
Go2net, Inc. v. FreeYellow.com, Inc.
143 P.3d 590 (Washington Supreme Court, 2006)
Kinney v. Cook
154 P.3d 206 (Washington Supreme Court, 2007)
Ranger Insurance v. Pierce County
164 Wash. 2d 545 (Washington Supreme Court, 2008)
Loeffelholz v. University of Washington
285 P.3d 854 (Washington Supreme Court, 2012)
Stewart v. Estate of Steiner
122 Wash. App. 258 (Court of Appeals of Washington, 2004)

Cite This Page — Counsel Stack

Bluebook (online)
Scott A. Walker And Fred Wagner, V Scott Serven, Counsel Stack Legal Research, https://law.counselstack.com/opinion/scott-a-walker-and-fred-wagner-v-scott-serven-washctapp-2014.