Trinity Legacy Consortium, LLC

CourtUnited States Bankruptcy Court, D. New Mexico
DecidedJuly 7, 2025
Docket22-10973
StatusUnknown

This text of Trinity Legacy Consortium, LLC (Trinity Legacy Consortium, LLC) is published on Counsel Stack Legal Research, covering United States Bankruptcy Court, D. New Mexico primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Trinity Legacy Consortium, LLC, (N.M. 2025).

Opinion

UNITED STATES BANKRUPTCY COURT DISTRICT OF NEW MEXICO In re: TRINITY LEGACY CONSORTIUM, LLC, No. 22-10973-j11 Debtor. MEMORANDUM OPINION

The United States Trustee (“UST”) filed a motion requesting the Court to dismiss or convert this chapter 11 case to chapter 7 under 11 U.S.C. § 1112(b)1 based on gross mismanagement of the estate, failure to satisfy reporting requirements, and failure to timely confirm a plan of reorganization.2 After holding a two-day evidentiary hearing, with a continuation of the hearing scheduled for July 1, 2025, Trinity Legacy Consortium, LLC (“Debtor”) conceded that “cause” exists to dismiss or convert this chapter 11 case and consented to the dismissal of this bankruptcy case. The UST agrees to dismissal, and other administrative expense claimants prefer dismissal over conversion. However, before dismissing a chapter 11 case for “cause,” the Court must evaluate whether dismissal or conversion is in the best interests of all creditors and the estate even if all parties appearing before the Court request dismissal.3

For the reasons explained below, the Court finds and concludes that dismissal, rather than

1 References to Section, “§,” or “§§” are to title 11 of the United States Code, 11 U.S.C. 2 See Motion to Convert or Dismiss for Continuing Loss to the Estate, Gross Mismanagement, Failure to Satisfy Reporting Requirements, and Failure to Timely Confirm a Plan (“Motion to Dismiss or Convert” – Doc. 555). 3 See In re Renewable Energy, Inc., BAP No. WW-15-1089-KuJuTa, 2016 WL 7188656, at *3 (9th Cir. BAP Dec. 9, 2016) (“The bankruptcy court has an independent duty to consider the impact of dismissal and conversion and to decide which alternative is in the best interest[s] of all creditors [and the estate].”); In re ARS Analytical, LLC, 433 B.R. 848, 861-62 (Bankr. D.N.M. 2010) (“[I]f cause has been demonstrated (and whether or not the motion is opposed), the court must ascertain whether the best interests of creditors and the estate are served by granting or denying the motion.” (quoting In re Modanlo, 413 B.R. 262, 271 (Bankr. D.Md. 2009))). conversion, is in the best interests of creditors as a whole and the estate. The Court will, therefore, grant the Motion to Dismiss or Convert and dismiss this chapter 11 proceeding. PROCEDURAL HISTORY4 Debtor filed a voluntary petition under chapter 11 of the Bankruptcy Code on December 7, 2022, and elected treatment under subchapter V.5 On January 4, 2023, Debtor amended its

voluntary petition to deselect subchapter V.6 Debtor retained new counsel on February 2, 2023,7 and on the same date filed a second amended petition reselecting subchapter V.8 In April of 2023, Debtor filed a motion to convert to chapter 7 (which was later withdrawn)9 based on Debtor’s consistent failure to meet its projected revenue targets and its unprofitable business operations.10 At a status conference held May 1, 2023, the Debtor and several creditors agreed to participate in mediations in the hope that Debtor would be able to file a consensual subchapter V plan instead of converting the case to chapter 7.11 The Court entered a mediation order on the same day appointing the Honorable David T. Thuma as mediator.12 The following creditors participated in the mediations: Levi and Jennifer Harmon, Mark and Shawn Johnston, Michael

and Diane Sackett, Joseph Nance, Teresa Porter, Mark Applebaum, Virginia Squier, and Chambers Squier, Enercept, Inc., and Builders FirstSource.13 The first mediation sessions resulted in settlements between the Debtor’s principals, Jacob Swift and Jan Swift, and the

4 Facts included in the Procedural History section of this Memorandum Opinion are adopted as part of the Court’s fact findings made pursuant to Fed. R. Bankr. P. 7052. 5 Doc. 1. 6 Doc. 79. 7 Doc. 108. 8 Doc. 113. 9 Doc. 223. 10 Doc. 212. 11 Doc. 216. 12 Doc. 217. 13 Id. following: 1) the Harmons; 2) Mr. Applebaum; 3) Joseph Nance and Theresa Porter; and 4) Chambers Squier-Okonzak and Wesley Okonzak.14 Those settlements had the effect of eliminating or substantially reducing the claims of Builders FirstSource and Enercept, Inc. against the estate.15 After obtaining several extensions,16 Debtor filed its first Subchapter V Plan on October

23, 2023.17 Debtor filed a first amended Subchapter V plan on November 8, 2023.18 Since then, Debtor has further amended its plan four times.19 The latest plan is Debtor’s Fifth Amended Chapter 11 Subchapter V Plan, Dated February 28, 2025 (“Fifth Amended Plan” – Doc. 527). Debtor filed two adversary proceedings, and removed one state court action to this Court, initiating a third adversary proceeding: 1) Adversary Proceeding No. 23-1027-j (“Declaratory Judgment Action” seeking declaratory judgment against the following customers: Mark Applebaum, Levi and Jennifer Harmon, Joseph Nance, Theresa Porter, Michael and Dianne Sackett, and Mark and Shawn Johnston); 2) Adversary Proceeding No. 24-1020-j (the “Removed State Court Action”); and 3) Adversary Proceeding No. 25-1019-j (“Maggi Action” – asserting

claims against Robert and Heather Maggi for breach of contract, quantum meruit, account stated, false reporting of a crime, negligence per se, intentional interference with contractual relations, intentional interference with prospective business/advance contractual relations, defamation perse, abuse of process, and extreme and outrageous conduct). Debtor reached a settlement with

14 Doc. 242. 15 Doc. 298. Enercept, Inc. later withdrew its claim against the estate. Doc. 266. 16 See Doc. 240 (extending deadline to July 10, 2023); Doc. 254 (extending deadline to August 24, 2023); Doc. 262 (extending deadline to September 22, 2023); Doc. 289 (extending deadline to October 23, 2023). 17 Doc. 303. 18 Doc. 325. 19 Doc. 406 (Second Amended Plan); Doc.432 (Third Amended Plan); Doc. 522 (Fourth Amended Plan); Doc. 527 (Fifth Amended Plan). the following Defendants named in the Declaratory Judgment Action: Mark Applebaum, Levi Harmon and Jennifer Harmon, Joseph Nance and Theresa Porter as part of a court-ordered mediation.20 The Sacketts’ claim was disallowed.21 The Johnstons filed an unsecured claim in the amount of $2,833,499.62, of which $6,700.00 is claimed as a priority claim.22 Through mediation, the Debtor ultimately settled the Johnstons’ claim for $125,000, payable by the

Debtor’s principals, Jan Swift and Jacob Swift.23 In connection with the Removed Action, the Court set an extended administrative expense claims bar date in the bankruptcy case to give Studs Lumber LLC (“Studs Lumber”), James Duke d/b/a Target Rental (“Target Rental”) and The Robert E. Maggi Qualified Personal Residence Trust (“Maggi Trust”) an opportunity to file an application for approval of administrative expense claim in the Debtor’s bankruptcy case.24 Studs Lumber and Target Rental each timely filed an application for approval of administrative expense claim and obtained orders allowing administrative expense claims.25 Studs Lumber holds an allowed administrative expense claim in the amount of $50,106.43.26 Target Rental holds an allowed administrative expense claim in the amount of $72,930.70.27 The Maggi Trust did not timely file a motion to

approve administrative expense claim. Debtor filed the Maggi Action on May 19, 2025.28 Defendants in the Maggi Action filed a motion to dismiss the complaint.29 The Maggi Action remains pending.

20 Doc. 242 and Doc. 298. 21 Doc. 360. 22 Claim No. 21-1. 23 Doc. 299 and Doc. 333. 24 Doc. 467. 25 Doc. 484, Doc. 486, Doc. 499, and Doc. 500. 26 Doc. 500. 27 Doc. 499. 28 Maggi Action – Doc. 1. 29 Maggi Action – Doc.

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