Terri Symons, John Nauyokas, Jennifer Reynolds, and David Dennison v. Gary Fish and Jeremey Fish

CourtIndiana Court of Appeals
DecidedSeptember 29, 2020
Docket20A-PL-395
StatusPublished

This text of Terri Symons, John Nauyokas, Jennifer Reynolds, and David Dennison v. Gary Fish and Jeremey Fish (Terri Symons, John Nauyokas, Jennifer Reynolds, and David Dennison v. Gary Fish and Jeremey Fish) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Terri Symons, John Nauyokas, Jennifer Reynolds, and David Dennison v. Gary Fish and Jeremey Fish, (Ind. Ct. App. 2020).

Opinion

ATTORNEYS FOR APPELLANTS ATTORNEYS FOR APPELLEES Jonathan D. Mattingly Bryan S. Redding Sean P. Burke Caitlin R. Jared Hamish S. Cohen Redding Law, LLC FILED Jeffery Furminger Carmel, Indiana Sep 29 2020, 9:45 am Mattingly Burke Cohen & Biederman LLP CLERK Indiana Supreme Court Court of Appeals Indianapolis, Indiana and Tax Court

IN THE COURT OF APPEALS OF INDIANA

Terri Symons, John Nauyokas, September 29, 2020 Jennifer Reynolds, and David Court of Appeals Case No. Dennison, 20A-PL-395 Appellants-Defendants/Counterclaim Appeal from the Hamilton Plaintiffs, Superior Court The Honorable Michael A. Casati, v. Judge The Honorable Steven R. Nation, Gary Fish and Jeremey Fish, Judge Appellees-Plaintiffs/Counterclaim Trial Court Cause No. Defendants. 29D01-1508-PL-6964

Najam, Judge.

Court of Appeals of Indiana | Opinion 20A-PL-395 | September 29, 2020 Page 1 of 20 Statement of the Case [1] Terri Symons appeals the trial court’s judgment for Gary Fish and Jeremey Fish

(“the Sellers”) following a jury trial on the Sellers’ complaint for breach of

contract arising from the sale of a business. Symons presents seven issues for

our review, which we restate as the following four issues:

1. Whether a contract clause providing for treble damages is an unenforceable penalty.

2. Whether the Sellers’ complaint is time barred by an eighteen-month contractual limitations period.

3. Whether the evidence or the parties’ indemnification clause supports an award of damages greater than $250,000.

4. Whether Symons has met her burden on appeal to show that the trial court abused its discretion in the award of attorneys’ fees and costs to the Sellers.

[2] We affirm in part, reverse in part, and remand with instructions.

Facts and Procedural History [3] On June 3, 2011, Symons, John Nauyokas, Jennifer Reynolds, and David

Dennison (collectively, “the Buyers”)1 purchased Breath of Life Home Medical

Equipment and Respiratory Services, Inc. (“the Company”) from the Sellers

1 Only Symons participates in this appeal.

Court of Appeals of Indiana | Opinion 20A-PL-395 | September 29, 2020 Page 2 of 20 and other shareholders. The parties’ stock purchase agreement (“the contract”)

provided in relevant part as follows:

5.2 Personal Guaranties. Within sixty (60) days of Closing . . . Buyer[s] will obtain the release or suitable replacement of any personal guaranties in the name or names of any of the selling [S]hareholders in association with Company business. In the event Buyer[s are] unable or unwilling to release or replace the personal guaranties of all the Shareholders then Buyer[s], jointly and severally[,] will indemnify and hold harmless any Shareholder and will reimburse the Shareholder three (3) times the amount of any loss, liability, claim, damage, expense (including reasonable costs and of investigation and defense and reasonable attorneys’ fees and expenses) (collectively, “Damages”)[] arising from or in connection with any personal guaranties of any named Shareholders. At closing, Buyer[] John Nauyokas, current CEO of Company, will provide to Shareholders a written listing of all vendors, suppliers[,] or other third[ ]parties associated with or doing business with the Company that could have a personal guaranty from the Shareholders[,] including contact information with a minimum of an address and phone number. Within thirty (30) days following Closing, Shareholders will provide Buyer[] John Nauyokas[] a list of vendors or suppliers subject to this provision. Any vendor, supplier[,] or other party not disclosed by Buyer[] John Nauyokas[] at closing will automatically be subject to this provision.

Appellant’s App. Vol. II at 19 (“Section 5.2”) (emphasis added). The contract

further provided in relevant part:

7.1 Survival. Unless otherwise provided herein, all representations, warranties, covenants, and obligations in this Agreement . . . shall survive the Closing for a period of eighteen (18) months following the Closing Date. Court of Appeals of Indiana | Opinion 20A-PL-395 | September 29, 2020 Page 3 of 20 Id. at 21 (“Section 7.1”).

[4] Subsequent to their purchase of the Company, the Buyers did not obtain the

release or replacement of the personal guaranties of the Sellers and other

shareholders to Integrated Medical Systems, Inc. (“IMS”), a vendor of medical

equipment for the Company. The Company then defaulted on more than

$800,000 in liabilities owed to IMS, and, in November of 2014, IMS brought

suit in Illinois against the Sellers to recover on their personal guaranties.

[5] The Sellers entered into a stipulated judgment with IMS, which included a

settlement agreement, (“the stipulated judgment”), in relevant part as follows:

1. Judgment . . . is hereby entered in favor of [IMS] and against [the Sellers] . . . in the amount of [$831,222] . . . .

2. . . . [E]nforcement of the Judgment is stayed on the conditions that [the Sellers] pay IMS [$250,000] in the following monthly installments . . . .

3. [The Sellers] shall use their best efforts to prosecute [a] lawsuit [against the Buyers] . . . .

4. [The Sellers] will promptly provide IMS with any settlement documents or Court order related to any recovery [from the Buyers], and any such recovery . . . shall be paid [by the Sellers to IMS] as follows:

a. First to the payment of the reasonable attorney fees and costs incurred by [the Sellers] in the [suit against the Buyers];

Court of Appeals of Indiana | Opinion 20A-PL-395 | September 29, 2020 Page 4 of 20 b. Second to the payment to IMS for any attorney fees and Court costs incurred by IMS in the [Sellers’ suit against the Buyers];

c. Third to IMS to satisfy any amounts remaining due and owing to IMS pursuant to Paragraph 2 above; and

d. After payments (a) – (c) are made from the Settlement Proceeds, the remaining amount of [any such r]ecovery shall be split 50/50 between IMS . . . and [the Sellers] . . . .

***

6. If [the Sellers] make all of the payments to IMS specified in this Stipulated Judgment, comply with all of the terms of this Stipulated Judgment[,] and if IMS incurs no liability in the [Sellers’ suit against the Buyers] other than the payment of its reasonable attorney fees and costs, IMS will provide [the Sellers] with a release and satisfaction of this Stipulated Judgment.

7. If [the Sellers] fail to timely pay any of the payments required by this Stipulated Judgment or otherwise fail to comply with the terms of the Stipulated Judgment, IMS may immediately proceed to enforce the Stipulated Judgment in the amount of the Judgement [sic], less any payments made . . . .

Id. at 120-22 (emphases added).

[6] In August of 2015, the Sellers filed the instant suit against the Buyers for breach

of contract for failure to obtain the release or replacement of the Sellers’

personal guaranties under Section 5.2 of the contract. The Sellers sought a

judgment for three times the amount of the alleged damages, including three

Court of Appeals of Indiana | Opinion 20A-PL-395 | September 29, 2020 Page 5 of 20 times the attorneys’ fees and costs. The Buyers repeatedly moved for judgment

on the ground that, under Section 7.1, the Sellers’ suit was time barred because

it was not filed within eighteen months of the closing. In particular, the Buyers

moved for judgment on the pleadings, summary judgment, and judgment on

the evidence, and they filed a motion to correct error, on that theory. The trial

court denied all of those requests. Following a jury trial, the jury found for the

Sellers in the amount of $831,222. The court further awarded the Sellers their

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Terri Symons, John Nauyokas, Jennifer Reynolds, and David Dennison v. Gary Fish and Jeremey Fish, Counsel Stack Legal Research, https://law.counselstack.com/opinion/terri-symons-john-nauyokas-jennifer-reynolds-and-david-dennison-v-gary-indctapp-2020.