Valentine v. Holmes, III

CourtUnited States Bankruptcy Court, E.D. California
DecidedDecember 2, 2022
Docket22-02086
StatusUnknown

This text of Valentine v. Holmes, III (Valentine v. Holmes, III) is published on Counsel Stack Legal Research, covering United States Bankruptcy Court, E.D. California primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Valentine v. Holmes, III, (Cal. 2022).

Opinion

1 UNITED STATES BANKRUPTCY COURT 2 EASTERN DISTRICT OF CALIFORNIA 3 In re: ) Case No. 22-21184-B-13 4 ) BERTHA LEE VALENTINE, ) Adversary No. 22-2086 5 ) ) 6 Debtor(s). ) ________________________________) 7 ) BERTHA LEE VALENTINE, ) 8 ) ) 9 Plaintiff(s), ) ) 10 v. ) ) 11 ROY B. HOLMES, III, ALLIANCE ) ROTH 401(k) PROFIT SHARING PLAN ) 12 AND TRUST, SHAWN O’CONNOR and ) YELENA OSTROVSKY, as Trustees ) 13 of the Alliance Roth 401(k) ) Profit Sharing Plan and Trust, ) 14 ) Defendant(s). ) 15 ________________________________) 16 MEMORANDUM DECISION GRANTING PARTIAL SUMMARY JUDGMENT FOR 17 PLAINTIFF ON CLAIMS UNDER 11 U.S.C. § 362(a) IN THE EIGHTH AND NINTH CLAIMS FOR RELIEF OF THE COMPLAINT 18 This memorandum decision holds that all acts taken in 19 violation of the automatic stay of 11 U.S.C. § 362(a) are void 20 and are of absolutely no effect whatsoever regardless of whether 21 the acts are willful or so-called “technical” automatic stay 22 violations. This memorandum decision also holds that a 23 bankruptcy court has the authority to declare acts that violate 24 the automatic stay void independent of its authority to determine 25 whether the violations warrant actual damages and attorney’s fees 26 under 11 U.S.C. § 362(k). 27 28 1 1 I. 2 Introduction 3 Plaintiff Bertha Valentine is 80 years old. She is also the 4 debtor in the parent Chapter 13 case. 5 Plaintiff filed the Complaint that commenced this adversary 6 proceeding on August 29, 2022. See Adv. Docket 1. Generally, 7 the Complaint alleges: (1) Plaintiff met with Defendant Roy B. 8 Holmes, III, in Las Vegas, Nevada; (2) Holmes convinced Plaintiff 9 it was necessary for Plaintiff to sign a Quitclaim Deed conveying 10 her residence to him so that he could help Plaintiff with 11 mortgage issues; (3) Plaintiff was unrepresented and did not 12 understand the implications of signing the Quitclaim Deed; (4) 13 Holmes obtained a rental agreement from occupants who reside with 14 Plaintiff at her residence; (5) Holmes conveyed Plaintiff’s 15 residence to Defendant Alliance 401(k) Profit Sharing Plan and 16 Trust; (6) Plaintiff sued Holmes in state court to void the 17 Quitclaim Deed, recorded a lis pendens in the state court action, 18 and thereafter filed a Chapter 13 bankruptcy case; (7) Alliance 19 401(k) Profit Sharing Plan and Trust conveyed Plaintiff’s 20 residence to Defendant Alliance Roth 401(k) Profit Sharing Plan 21 and Trust; (8) in an effort to obtain title to and possession of 22 Plaintiff's residence, Defendants (other than Holmes) retained an 23 attorney by the name of Steffanie Stelnick who filed quiet title 24 and unlawful detainer actions against Plaintiff and her residence 25 in state court; and (9) transfers of the Plaintiff’s residence 26 occurred and were recorded - and attorney Steffanie Stelnick 27 filed the quiet title and unlawful detainer actions in state 28 court - after Plaintiff filed her bankruptcy petition. 2 1 Defendants Shawn O’Connor, Yelena Ostrovsky, Alliance 401 (k) Profit Sharing Plan and Trust, and/or Alliance Roth 401(k) Profit 3 || Sharing Plan and Trust filed an answer on October 4, 2022. See Adv. Docket 8. Defendant Holmes filed an answer on October 25, 5 || 2022.' See Adv. Docket 23. 6 On October 25, 2022, the court issued an Order and Notice of 7 || Intent to Sua Sponte Grant Partial Summary Judgment for Plaintiff Eighth and Ninth Claims for Relief and Providing Opportunity to Respond (the “Order and Notice”). See Adv. Docket 24. The 10 || Order and Notice informed the parties of the court’s intent to 11 |} sua sponte grant partial summary judgment for Plaintiff on claims 12 1 brought under 11 U.S.C. § 362(a) in the Eighth and Ninth Claims 13 || for Relief of the Complaint. It also noted the unique procedural 14 || posture of this adversary proceeding which permitted the court to consider facts undisputed for purposes of summary judgment.* 16 The Order and Notice further provided Defendants with an 17} opportunity to respond under Local Bankruptcy Rule 7056-1 by 18 |] November 15, 2022. None of the Defendants availed themselves of 19] that opportunity.?* 20 ————_ 21 ‘Holmes’ default was entered on October 6, 2022, see Adv. Docket 16, and vacated on October 29, 2022. See Adv. Docket 26. 22 “The court noted that the Complaint is supported by 23 | Plaintiff’s declaration and authenticated exhibits which were filed with the Complaint. See Adv. Dockets 6, 7. Defendants 241! have also made relevant admissions in a sworn declaration filed 25 in the parent Chapter 13 case. See Bankr. Docket 23. 26 *Defendants’ arguments in response or opposition to the Order and Notice are deemed waived and forfeited. See United Student Aid Funds, Inc. v. Espinosa, 559 U.S. 260, 275 (2010) (“United therefore forfeited its arguments . . . by failing to 28 || raise a timely objection in [the bankruptcy] court.”); Reid and

1 II. Undisputed Facts 2 The presence or absence of a genuine dispute of material 3 fact lies at the core of the summary judgment process. It is 4 therefore critical that, when responding to a motion for summary 5 judgment, a non-moving party challenge asserted undisputed facts. 6 See Fed. R. Civ. P. 56(c); Fed. R. Bankr. P. 7056. 7 Failure to dispute an assertion of fact permits the court to 8 consider the fact undisputed for purposes of a motion for summary 9 judgment and grant summary judgment. See Fed. R. Civ. P. 10 56(e)(2)-(3);4 Fed. R. Bankr. P. 7056. This court’s local rules 11 also stress the importance of disputing assertions of undisputed 12 facts. See Local Bankr. R. 7056-1(b).5 13 14 Heller, APC v. Laski (In re Wrightwood Guest Ranch, LLC), 896 15 F.3d 1109, 1113 (9th Cir. 2018). Oral argument is not necessary and it will not assist in the decision-making process. See Local 16 Bankr. R. 9014-1(h), 1001-1(f). The hearing on December 6, 2022, 17 will be vacated. 18 4The relevant part of the Civil Rule states as follows: If a party fails to properly support an assertion of 19 fact or fails to properly address another party’s assertion of fact as required by Rule 56(c), the court 20 may: [. . .] 21 (2) consider the fact undisputed for purposes of the 22 motion; [or] (3) grant summary judgment if the motion and 23 supporting materials-including the facts considered undisputed- show that the movant is entitled to it[.] 24 5The relevant part of the local rule states as follows: 25 Any party opposing a motion for summary judgment or 26 partial judgment shall reproduce the itemized facts in the Statement of Undisputed Facts and admit those facts 27 which are undisputed and deny those which are disputed, including with each denial a citation to the particular 28 portions of any pleading, affidavit, deposition, 4 1 The United States Supreme Court has stated that a party 2 opposing summary judgment who “fail[s] specifically to challenge 3 the facts identified in [a] statement of undisputed facts . . . 4 is deemed to have admitted the validity of [those] facts[.]”. 5 Beard v. Banks, 548 U.S. 521

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Bluebook (online)
Valentine v. Holmes, III, Counsel Stack Legal Research, https://law.counselstack.com/opinion/valentine-v-holmes-iii-caeb-2022.