Wilson Mechanical Service, LLC v. Michael W. Morley

CourtCourt of Appeals of Virginia
DecidedJuly 7, 2026
Docket0349252
StatusUnpublished

This text of Wilson Mechanical Service, LLC v. Michael W. Morley (Wilson Mechanical Service, LLC v. Michael W. Morley) is published on Counsel Stack Legal Research, covering Court of Appeals of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wilson Mechanical Service, LLC v. Michael W. Morley, (Va. Ct. App. 2026).

Opinion

COURT OF APPEALS OF VIRGINIA

Record No. 0349-25-2

WILSON MECHANICAL SERVICE, LLC v. MICHAEL W. MORLEY, ET AL.

Present: Judges Causey, Chaney and White Argued by videoconference Opinion Issued July 7, 2026*

FROM THE CIRCUIT COURT OF HANOVER COUNTY Victoria A.B. Willis, Judge

Henry I. Willett, III (Christian & Barton, LLP, on briefs), for appellant.

Bradley P. Marrs (Marrs & Henry, on briefs), for appellee Michael Morley.

No brief or argument for appellee Catherine M. Trimmer, Executrix of the Estate of Frank Lloyd Trimmer, Deceased.

MEMORANDUM OPINION BY JUDGE VERNIDA R. CHANEY

Wilson Mechanical Service, LLC appeals the circuit court’s order confirming an

arbitration award entered in favor of Michael W. Morley and Catherine M. Trimmer, executrix

of the Estate of Frank Lloyd Trimmer. Wilson Mechanical primarily challenges the court’s

decision to reconsider its earlier letter opinion, reject Wilson Mechanical’s request to vacate the

arbitration award, confirm the award, and award costs and prejudgment interest.1 Wilson

Mechanical specifically contends that the arbitrator committed “misconduct prejudicing [its]

rights” and “exceeded [his] powers” under the Virginia Uniform Arbitration Act (“VUAA”),

* This opinion is not designated for publication. See Code § 17.1-413(A). 1 Wilson Mechanical assigned twelve errors to the circuit court’s rulings. Code § 8.01-581.010(2), (3). Morley assigns two cross-errors, preliminarily designated by

Morley and Trimmer, concerning the court’s refusal to enforce the separate January 2024

Arbitration Agreement.

We affirm the circuit court’s confirmation of the arbitration award. “[W]e strive to

decide cases on the ‘best and narrowest grounds[.]’” Wallace v. MJM Golf, LLC, 86 Va. App.

663, 674 (2026) (alterations in original) (quoting Alexandria Redevelopment & Hous. Auth. v.

Walker, 290 Va. 150, 156 (2015)). The “best” ground is that agreed to by the largest number of

jurists, and the “narrowest” ground is that which affects the fewest cases. Id. (citing Butcher v.

Commonwealth, 298 Va. 392, 396 (2020)). Applying those principles, Wilson Mechanical’s

failure to establish a statutory ground for vacatur provides the best and narrowest ground for

resolving the appeal.

Thus, we assume without deciding that the Engagement Letter governed the arbitrator’s

duties. Under that assumption, Wilson Mechanical retained the right to seek vacatur under Code

§ 8.01-581.010. Even so, Wilson Mechanical failed to carry its burden to prove misconduct

prejudicing its rights or an egregious departure from the powers conferred on the arbitrator.

Since the award can be confirmed under the VUAA even under Wilson Mechanical’s view of

the controlling agreement, we need not address Morley and Trimmer’s cross-errors.2 We affirm

the costs award but remand for the limited purpose of allowing the circuit court to consider its

award of prejudgment interest.

2 Morley assigns cross-error, which Morley and Trimmer preliminarily designated, to the circuit court’s refusal to enforce the separate January 2024 Arbitration Agreement, which they contend waived Wilson Mechanical’s statutory challenges to the arbitration award and authorized attorney fees. Since Wilson Mechanical’s challenge fails even assuming that the Arbitration Agreement is unenforceable against Wilson Mechanical, the cross-errors are unnecessary to our disposition. We therefore do not reach them. -2- BACKGROUND

I. The Partnership Dispute

This case arises from the dissolution and winding up of Wilson Mechanical Service,

LLC—Service Division, a partnership among Morley, Frank Lloyd Trimmer, and Wilson

Mechanical. Morley owned a 60% interest in the partnership, while Trimmer and Wilson

Mechanical each owned 20%. After Trimmer died, his widow, Catherine M. Trimmer, became

executrix of his estate.

Morley filed this action in July 2022, seeking dissolution, an accounting, and winding up

of the partnership. The parties primarily disputed whether expenses attributable to Morley were

personal or business; Wilson Mechanical maintained they were personal expenses, while Morley

characterized them as business.

The case was scheduled for a three-day trial in December 2023. Before trial, however,

the parties agreed to stay the circuit court proceedings and submit their accounting dispute to a

CPA, Barry I. Strickland, for a binding determination.3 The Engagement Letter confirmed that

Strickland would determine, “solely from information furnished by the partners through

counsel,” each partner’s capital account for purposes of distributing the $160,485.06 held in

escrow by Morley’s counsel. R. 284. The letter also authorized Strickland to determine whether

any partner owed additional partnership-derived funds to another.

II. The Engagement Letter and Arbitration Process

In January 2024, the parties negotiated a proposed Arbitration Agreement. Morley and

Trimmer executed the proposed agreement, but Wilson Mechanical did not sign it. The proposed

Arbitration Agreement included a waiver of challenges to the CPA’s decision under Code

§ 8.01-581.010 and a fee-shifting provision. The circuit court later found that because Wilson

3 The circuit court entered the stay order on November 28, 2023. -3- Mechanical had not signed the proposed agreement, its provisions could not be enforced against

it.

The parties executed an Engagement Letter with Barry Strickland & Company

(“BS&Co”). The Engagement Letter confirmed that “Barry I. Strickland, CPA” would serve as

arbitrator and that the agreement was “retroactive to November 2023 when Strickland began to

render services under this agreement in good faith.” R. 284. The Engagement Letter provided

that Strickland would determine, “solely from the information furnished by the partners through

their counsel,” each partner’s capital account for the purpose of distributing the escrowed funds

and determining whether any partner owed additional funds to another. R. 284.

The Engagement Letter described the process as follows:

1. Strickland will review information already received from Michael Morley and Wilson Mechanical Service, LLC through their respective counsels, as well as any additional information requested by BS&Co and provided by the parties, and prepare questions for the Parties to address.

2. The parties will respond to Strickland’s questions within one week.

3. Strickland will provide a preliminary analysis.

4. The parties will have one week to provide any additional information for Strickland to consider.

5. Strickland will render a final decision.
R. 285.

The Engagement Letter also contained several limiting provisions. It stated that “[t]he

Parties understand that this will be a difficult and imperfect determination due to the lack of

presently available accounting records.” R. 285. It provided that BS&Co would “apply its best

judgment, and apply sound accounting principles where possible, in providing a final outcome

for the Parties.” R. 285. The parties agreed to work with BS&Co to provide “any and all

-4- accessible accounting records to assist BS&Co in the process.” R. 285. However, the

Engagement Letter added that BS&Co and Strickland were “not providing any services that

could be construed as an audit, review, or compilation of the Partnerships’ accounting records,”

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Wilson Mechanical Service, LLC v. Michael W. Morley, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilson-mechanical-service-llc-v-michael-w-morley-vactapp-2026.