Vic's Antiques and Uniques, Inc. v. J. Elra Holdingz, LLC

CourtIndiana Court of Appeals
DecidedFebruary 18, 2020
Docket19A-SC-1348
StatusPublished

This text of Vic's Antiques and Uniques, Inc. v. J. Elra Holdingz, LLC (Vic's Antiques and Uniques, Inc. v. J. Elra Holdingz, LLC) 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
Vic's Antiques and Uniques, Inc. v. J. Elra Holdingz, LLC, (Ind. Ct. App. 2020).

Opinion

FILED Feb 18 2020, 7:33 am

CLERK Indiana Supreme Court Court of Appeals and Tax Court

ATTORNEY FOR APPELLANT ATTORNEYS FOR APPELLEE Jason M. Massaro Jeffrey L. Beck The Massaro Legal Group, LLC Beck Rocker & Habig, P.C. Indianapolis, Indiana Columbus, Indiana

Matthew T. Albaugh Faegre Baker Daniels LLP Indianapolis, Indiana

IN THE COURT OF APPEALS OF INDIANA

Vic’s Antiques and Uniques, February 18, 2020 Inc., Court of Appeals Case No. Appellant-Defendant, 19A-SC-1348 Appeal from the Bartholomew v. Superior Court The Honorable James D. Worton, J. Elra Holdingz, LLC, Special Judge Appellee-Plaintiff. Trial Court Cause No. 03D02-1902-SC-177

Najam, Judge.

Statement of the Case [1] Vic’s Antiques and Uniques, Inc. (“Vic’s”) appeals from an order of possession

entered in a small claims eviction proceeding, which required that Vic’s vacate

real estate owned by J. Elra Holdingz, LLC (“J. Elra”). Vic’s raises one Court of Appeals of Indiana | Opinion 19A-SC-1348 | February 18, 2020 Page 1 of 19 dispositive issue for our review, namely, whether the court erred when it held

that an agreement between Vic’s and J. Elra is a lease subject to an eviction

proceeding rather than a land sale contract. We hold that, in its operation and

effect, the agreement between Vic’s and J. Elra is a land sale contract and that

the claim asserted is not a possessory action between a landlord and a tenant.

We also hold that the value of the property sought to be recovered exceeds the

jurisdictional limit of a small claims court. Thus, the small claims court lacked

jurisdiction over the agreement, and we vacate the order and remand with

instructions to dismiss the claim. 1

Facts and Procedural History [2] On March 22, 2018, J. Elra and Vic’s entered into a “Lease Agreement” (“the

agreement”) for a building and 3.56 acres of property (“the real estate”).

Appellant’s App. Vol. II at 9. Under the agreement, Vic’s agreed to pay J. Elra

$1,265.30 per month for a term of twenty years. The agreement included a

provision which granted Vic’s an option to purchase the real estate plus an

additional six acres (collectively, the “option property”) for a purchase price of

$1.00 upon the successful completion of the agreement.

[3] In the alternative, Vic’s could purchase the option property before the end of the

twenty-year term if J. Elra were to refinance the property, which was subject to

1 We held oral argument in this case on January 23, 2020, in Indianapolis. We thank counsel for their excellent advocacy.

Court of Appeals of Indiana | Opinion 19A-SC-1348 | February 18, 2020 Page 2 of 19 a mortgage, or to sell any portion of the property, or if J. Elra’s mortgage were

released. If Vic’s exercised the option prior to the end of the term, the

remaining monthly payments would be accelerated and the purchase price

would equal the total of the remaining monthly payments, plus $1.00. And the

agreement provided that, if Vic’s exercised its option to purchase the option

property, J. Elra would provide title insurance in the amount of $200,000 and a

warranty deed. See id. at 11.

[4] On January 21, 2019, J. Elra sent Vic’s a letter in which J. Elra asserted that

Vic’s had breached various provisions of the agreement. And on February 15,

J. Elra filed a small claim for an eviction based on unpaid rent, unpaid taxes,

failure to maintain the leased premises, and failure to provide proof of

insurance, as well as a claim for $6,000 in damages.

[5] Thereafter, on May 24 and 29, the small claims court held a hearing on J. Elra’s

claim for possession of the real estate. At the beginning of the hearing, J. Elra

withdrew its claims that Vic’s had failed to make rent payments and to pay the

real estate taxes. However, J. Elra proceeded with its claims that Vic’s had

“unlawfully retained possession” of the real estate in that Vic’s had failed to

provide proof of insurance and had failed to maintain the premises. Id. at 8. In

addition, J. Elra sought to evict Vic’s based on alleged breaches that had

occurred since the filing of the claim, namely, that Vic’s had placed a lock on J.

Elra’s gate to an adjacent property occupied by J. Elra and that Vic’s had failed

to comply with local zoning ordinances.

Court of Appeals of Indiana | Opinion 19A-SC-1348 | February 18, 2020 Page 3 of 19 [6] At the hearing, Aaron Ferguson, the president of J. Elra, testified. On cross-

examination, Vic’s attempted to question Ferguson about the formation of the

agreement. Specifically, Vic’s asked Ferguson if the agreement “actually arises

out of a prior litigation between J. Elra and Vic’s[.]” Tr. Vol. II at 22. At that

point, J. Elra objected to Vic’s question on the ground that it was “related to the

prior litigation,” which litigation had been dismissed with prejudice. Id. at 22-

23. The small claims court sustained J. Elra’s objection.

[7] Vic’s then made an offer of proof in which it asserted that the court needed the

“context and background” of the prior litigation in order to “understand” that

the agreement is not a lease subject to an eviction proceeding but, instead, a

land sale contract styled as a lease. Id. at 24. In particular, Vic’s stated that J.

Elra and Vic’s had mediated a prior dispute and that “[t]hat’s where the lease

came from.” Id. Vic’s further offered to prove that, at mediation, the parties

“had to work around the fact that there was a lender involved” and as a result

they “came to” a document that was a land sale contract “framed” as a lease

with an option to purchase. Id. Following Vic’s offer of proof, the court

“agree[d]” with J. Elra that the document was a lease and continued with the

eviction proceeding. Id. at 25. After the hearing, the small claims court entered

Court of Appeals of Indiana | Opinion 19A-SC-1348 | February 18, 2020 Page 4 of 19 an order that Vic’s vacate the real estate and scheduled a hearing on J. Elra’s

claim for damages. This interlocutory appeal ensued. 2

Discussion and Decision [8] Vic’s appeals the small claims court order that Vic’s vacate the real estate. As

this Court has recently stated:

Pursuant to Trial Rule 52(A), the findings or judgments rendered by a small claims court are upheld unless they are clearly erroneous. Because small claims courts were designed to dispense justice efficiently by applying substantive law in an informal setting, this deferential standard of review is particularly appropriate. We consider the evidence most favorable to the judgment and all reasonable inferences to be drawn from that evidence. However, we still review issues of substantive law de novo.

N. Ind. Pub. Serv. Co. v. Josh’s Lawn & Snow, LLC, 130 N.E.3d 1191, 1193 (Ind.

Ct. App. 2019) (citations omitted).

[9] This appeal presents an issue of substantive law, namely, whether the small

claims court erred when it interpreted the agreement as a lease rather than a

land sale contract. Further, in light of our holding on that issue, we must also

2 Vic’s brought this appeal pursuant to Indiana Appellate Rule 14(A)(4), which allows a party to bring an interlocutory appeal as a matter of right when the court issues an order for the delivery of the possession of real property.

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