Shalimar Development, Inc. v. Heritage Savings Bank

45 Va. Cir. 319, 1998 Va. Cir. LEXIS 81
CourtRichmond County Circuit Court
DecidedApril 8, 1998
DocketCase No. LS-3570-3
StatusPublished

This text of 45 Va. Cir. 319 (Shalimar Development, Inc. v. Heritage Savings Bank) is published on Counsel Stack Legal Research, covering Richmond County Circuit Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shalimar Development, Inc. v. Heritage Savings Bank, 45 Va. Cir. 319, 1998 Va. Cir. LEXIS 81 (Va. Super. Ct. 1998).

Opinion

By Judge T. J. Markow

The parties appeared, by counsel, for a hearing on the Motion to Set Aside and/or Reduce the Jury’s Verdict, which was a renewal of the defendant’s Motion to Strike the Plaintiffs Evidence that was taken under advisement at trial on February 9, 1998.

When the sufficiency of a plaintiffs evidence is challenged by a motion to strike, the trial court should resolve any reasonable doubt as to the sufficiency of the evidence in plaintiffs favor and should grant the motion only when it conclusively appears that the plaintiff has proved no cause of action against the defendant, or when it plainly appears that the trial court would be compelled to set aside any verdict found for the plaintiff as being without evidence to support it.

Newton v. Veney & Raines, 220 Va. 947, 951, 265 S.E.2d 707, 710 (1980) (citations omitted).

The court sustains this Motion to Strike the Plaintiffs Evidence based on two of the defendant’s arguments: (1) the plaintiff did not prove the requisite “continuity” of events to support a recovery under a procuring cause theory; and (2) the plaintiff failed to present any evidence showing entitlement to a [320]*320commission from Heritage Savings from a sale of the Shalimar project by Heritage Federal.

While references are made herein to jury instructions, they are given only as statements of applicable law. As the Motion to Strike the Plaintiffs Evidence was taken under advisement, the court’s analysis is from the perspective of the Motion to Strike and not from the viewpoint following the verdict.

Jury Instruction Number 1 posed the following questions:

(1) Did Heritage Savings and Loan agree to pay Shalimar Development, Inc., a commission if plaintiff was the procuring cause of a contract for the sale of units in the Shalimar Condominiums or only when a written contract for sale was obtained by Shalimar?
(2) Did Shalimar Development, Inc., perform its obligations under the contract?
(3) If Shalimar Development is entitled to recover, what is the amount of its damages?

The determination of whether a broker is the procuring cause of a property sale is usually a question of fact. Shea Realty Corp. v. Page, 111 Va. 490, 493, 69 S.E. 327, 328 (1910). Jury Instruction Number 5 specified that the plaintiff must have “caus[ed] a series of events which, without break in their continuity, resulted in completing the sale.”

[A] real estate broker is the procuring cause of a sale when it has “originated or caused a series of events which, without break in their continuity, result in the accomplishment of the prime object of [its] employment, which is, usually, to procure a purchaser ready, willing and able to buy on the owner’s terms.”

Edmonds v. Coldwell Banker Residential Real Estate Servs., Inc., 237 Va. 428, 432, 377 S.E.2d 442, 445 (1989)(quoting Ford v. Gibson, 191 Va. 96, 103, 59 S.E.2d 867, 870 (1950))(emphasis added); see also Wilson v. Schmidt & Wilson, Inc., 184 Va. 642, 35 S.E.2d 737 (1945); Virginia Business Exch., Inc. v. Mathews, 38 Va. Cir. 370, 371 (Richmond 1995).

If the broker has failed to produce a buyer within the time specified in his contract, or if the seller in good faith has terminated an agency indefinite in time, and the owner thereafter sells, the broker is not [321]*321entitled to commission upon the sale merely because the purchaser is one whom he introduced to the owner or to the property.

Gibson, 191 Va. at 104,59 S.E.2d at 870.

The plaintiff and Heritage Savings entered into a “Exclusive Right to Sell Contract” in September 1989 to market the Shalimar Condominiums in North Myrtle Beach, South Carolina. The plaintiff agreed to employ its “best efforts to sell or to secure a contract for sale of the property” in exchange for a brokerage fee based on the gross sales price. The marketing agreement was terminated in July 1990. Heritage Savings was placed in receivership on October 19, 1990; the assets and liabilities of Shalimar Condominiums were assumed by a new entity, Heritage Federal (operating under the control of the Resolution Trust Corp.).

The parties do not contest that the plaintiff’s marketing efforts were the “procuring cause” of the purchase of two condominium units by Mr. and Mrs. J. Woodley Wallace, Sr., in May 1990. The plaintiff is entitled to its $8,800 commission (plus interest) on these sales. It is also uncontested that the plaintiff’s agent (Charles J. McCotter1) subsequently engaged in preliminary conversations with the Wallaces regarding the purchase of the entire condominium development. Even though McCotter discussed the sale with Heritage Savings officials and the Wallaces’ accountant, negotiations on the purchase price reached an impasse. McCotter sought approximately $2 million whereas the Wallaces sought to buy the property for $1 million. At this point, the series of events which began with the original sale of two units by the plaintiff to the Wallaces was halted. Further, the plaintiff’s agency agreement was terminated by Heritage Savings in July 1990. Heritage Savings was placed in receivership three months later.

Negotiations between the successor entity, Heritage Federal, and the Wallaces began anew and culminated in a sales agreement for approximately $1 million in April 1991, eight months after McCotter’s role was terminated and six months after the start of the receivership.

Although the jury was correct in finding that Shalimar Development, Inc., was entitled to a commission when it procured a contract for sale of the units, the court finds the evidence insufficient to establish that Shalimar was the actual “procuring cause” of the April 1991 transaction. Due to the pricing impasse, the termination of the plaintiffs marketing contract, and the receivership, it was erroneous to submit the issue to the jury as reasonable [322]*322people could not find this series of events to be continuous. The facts of the plaintiffs original brokerage role and introduction of the Wallaces to the property are insufficient to sustain its entitlement to a commission in light of the break in the continuous series of events leading up to the sale.

If Shalimar Development, Inc., was not the procuring cause of the property sale, then its commission could not have been “due and payable” at the time that the RTC was appointed the receiver for Heritage Savings. The RTC was charged with paying the “valid obligations” of Heritage Savings under 12 U.S.C. § 1821(d)(2)(H). Contract claims are limited to “actual direct compensatory damages” determined “as of the date of the appointment of the ... receiver.” 12 U.S.C. § 1821(e)(3) (emphasis added). The plaintiff is seeking a commission stemming from the sale of the project on May 15,1991. The Motion for Judgment was filed on October 11, 1990.

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Related

Ford v. Gibson
59 S.E.2d 867 (Supreme Court of Virginia, 1950)
Newton v. Veney
265 S.E.2d 707 (Supreme Court of Virginia, 1980)
Packett v. Herbert
377 S.E.2d 438 (Supreme Court of Virginia, 1989)
Edmonds v. Coldwell Banker Residential Real Estate Services, Inc.
377 S.E.2d 443 (Supreme Court of Virginia, 1989)
Citibank (South Dakota), N.A. v. Federal Deposit Insurance
827 F. Supp. 789 (District of Columbia, 1993)
Kennedy v. Boston-Continental Nat. Bank
84 F.2d 592 (First Circuit, 1936)
Lawson v. Fleet Bank of Maine
807 F. Supp. 136 (D. Maine, 1992)
Shea Realty Corp. v. Page & Taylor
69 S.E. 327 (Supreme Court of Virginia, 1910)
Wilson v. Schmidt & Wilson, Inc.
35 S.E.2d 737 (Supreme Court of Virginia, 1945)
Virginia Business Exchange, Inc. v. Mathews
38 Va. Cir. 370 (Richmond County Circuit Court, 1996)

Cite This Page — Counsel Stack

Bluebook (online)
45 Va. Cir. 319, 1998 Va. Cir. LEXIS 81, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shalimar-development-inc-v-heritage-savings-bank-vaccrichmondcty-1998.