Woolf v. Simone

CourtUnited States Bankruptcy Court, D. Connecticut
DecidedFebruary 17, 2023
Docket19-02005
StatusUnknown

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

Bluebook
Woolf v. Simone, (Conn. 2023).

Opinion

UNITED STATES BANKRUPTCY COURT DISTRICT OF CONNECTICUT HARTFORD DIVISION __________________________________________ IN RE: ) Case No. 18-21993 (JJT) ) RICHARD P. SIMONE, ) ) Chapter 7 Debtor. ) __________________________________________) ANDREW WOOLF, ANDREW KATZ ) and ELENA VAGNEROVA ) ) Plaintiffs, ) ) Adv. Pro. Case No. 19-02005 (JJT) v. ) ) RICHARD P. SIMONE, ) Re: ECF No. 514, 515, 600, 604 ) Debtor. ) __________________________________________) MEMORANDUM OF DECISION ON DEBTOR’S ABILITY TO PAY SANCTIONS I. INTRODUCTION This proceeding involves an examination of whether the Court must, or in the exercise of its discretion should, reduce or relieve the Debtor of a monetary sanction totaling $92,330.92 (the “Sanctions”). Various circuits, including this Circuit, hold that a litigant’s ability to pay monetary sanctions should be considered in making such a determination. See, e.g., Oliveri v. Thompson, 803 F.2d 1265, 1281 (2d. Cir. 1986) (“[I]t lies well within the . . . court’s discretion to temper the amount to be awarded against an offending [party] by balancing consideration of his ability to pay.”); see also Haynes v. City and Cnty. of S.F., 688 F.3d 984, 987–88 (9th Cir. 2012); Doering v. Union Cnty. Bd. of Chosen Freeholders, 857 F.2d 191, 195–96 (3d. Cir. 1988). To better inform its decision, the Court ordered the Debtor to produce certain financial records, including recent tax returns. ECF No. 607. The Debtor at first flouted the Court’s order, and only when threatened with civil contempt (ECF No. 622) did he belatedly produce the requested documentation (ECF No. 627). Shortly thereafter, the Court held three separate hearings (collectively, the “Show Cause Hearing”), wherein the Debtor testified as to his alleged financial wherewithal to pay the Sanctions. Throughout his testimony, the Debtor once again

littered the record with untrustworthy testimony and scattershot memories; in particular, the Debtor waxed tales of his current apparent self-imposed inability to generate income, despite his professional training and experience, history of sophisticated financial dealings and income derived therefrom, and ostensibly wealthy family who have repeatedly aided and supported him. At the conclusion of the Show Cause Hearing, the Court requested proposed findings of fact from the parties and took the matter under advisement. II. THE COURT’S FINDINGS OF FACT Having considered those proposed findings of fact, the prior factual record of the Court’s Memorandum of Decision on Plaintiffs’ Motion for Summary Judgment (ECF No. 515, the “SJ Decision”) and its Ruling on Plaintiffs’ Motion for Sanctions and Motion to Supplement the Record with Discovery Violations (ECF No. 514, the “Sanctions Order”), and relevant

portions of the transcript of the Show Cause Hearing, including the Debtor’s testimony, the Court makes the following factual findings as to the Debtor’s inability to pay the Sanctions: A. The Debtor’s Background and Litigation with Plaintiffs 1. The Debtor is a middle-aged and ostensibly healthy professional businessman. 2. The Debtor currently resides in Southington, CT, and previously resided in locales such as Miami, FL; Boca Raton, FL; New York City, NY; and Dubai, United Arab Emirates. BR-ECF No. 1, Case No. 18-21993. 3. The Debtor graduated with a degree in finance from Boston University in 1985. While attending Boston University, he became good friends with Plaintiff Woolf. SJ Decision at 58 n.7.1 4. The Debtor was a licensed stockbroker purportedly in the 1980s and assuredly in

the 1990s at various Wall Street investment banks. SJ Decision at 6 ¶ 1. 5. However, after being arrested in 1997 and prosecuted by the Manhattan District Attorney’s office, the Debtor admitted to stealing more than $800,000.00 from one client. He pled guilty to one count of Grand Larceny in the Second Degree and was sentenced to serve five years of probation and to pay a $5,000.00 fine. SJ Decision at 6 ¶ 1. 6. For these actions and others, the Debtor was sanctioned by regulators, disbarred by the Securities and Exchange Commission (“SEC”) and the National Association of Securities Dealers (“NASD”) and, as of 1997, was prohibited from associating with any broker dealer that sells securities to the public. SJ Decision at 6 ¶ 2. 7. While on probation, the Debtor again stole money from his clients (this time his

wealthy uncle’s trustees) through a “sleight of hand” by sending bank wires to offshore bank accounts the Debtor controlled. SJ Decision at 7 ¶ 3. 8. After another criminal indictment and a violation of probation proceeding on his 1997 case, on February 10, 2004, the New York Supreme Court resentenced the Debtor to eighteen to fifty-four months in state prison. On April 15, 2004, the Debtor pled guilty to new charges and was convicted of Attempted Grand Larceny in the Third Degree. On March 31, 2005, the Debtor was sentenced to a prison term of eighteen to thirty-six months pursuant to these new charges. SJ Decision at 7 ¶ 4.

1 Facts derived from the Court’s SJ Decision were all deemed undisputed facts therein. 9. The Debtor was released from prison on parole in 2006. SJ Decision at 7 ¶ 6. 10. In 2007, the Debtor represented to Plaintiff Woolf that he knew of a very lucrative real estate investment in Dubai (the “Dubai Project”). In 2007 and 2008, the Debtor solicited and obtained investments of $225,000.00 from Plaintiff Woolf, $150,000.00 from Plaintiff Katz,

and $120,000.00 from Plaintiff Vagnerova (collectively, the “Investment”). The Debtor solicited Plaintiff Woolf to invest his money with the Debtor in what the Debtor described as a joint or pooled purchase of units in a pre-construction building in Dubai. SJ Decision at 7 ¶ 8. 11. The Debtor falsely represented material aspects of the Dubai Project to induce the Plaintiffs’ Investment (SJ Decision at 8 ¶ 13) including but not limited to material terms of the relevant term sheet and the Debtor’s ability to obtain financing for the Dubai Project (SJ Decision at 46). 12. For the next nine years, the Debtor lied to the Plaintiffs about the status of their Investment, among other material falsehoods. SJ Decision at 10–11 ¶¶ 26–29. 13. The Debtor later claimed that DAMAC Properties (“Damac”), the ostensible

developer of the Dubai Project, seized the Plaintiffs’ Investment due to the Debtor’s defaults on real estate purchase contracts with Damac. SJ Decision at 13 ¶ 43, 25 ¶ 108. 14. In May 2016, the Debtor ceased to further update the Plaintiffs as to the status of their Investment. SJ Decision at 11 ¶ 30. 15. On June 22, 2016, Plaintiff Katz sued the Debtor in Miami-Dade Circuit Court to recover his portion of the Investment. SJ Decision at 11 ¶ 31. 16. Over the course of that litigation, it emerged that the Debtor never told the Plaintiffs about any purported “seizure” of the Investment until 2017, long after he was sued. SJ Decision at 13 ¶ 41. 17. On December 5, 2018, the Debtor filed for protection under Chapter 7 of the United States Bankruptcy Code (the “Bankruptcy Code”). BR-ECF No. 1, Case No. 18-21993. 18. On March 15, 2019, the Plaintiffs commenced this Adversary Proceeding against the Debtor to deny the Debtor’s discharge of the Plaintiffs’ Investment, primarily on the basis

that the Plaintiffs’ Investment and the Debtor’s inducement thereof was fraudulent, and that the Debtor repeatedly lied and misled the Plaintiffs as to where the Plaintiffs’ Investment was ultimately deployed. Compl., ECF No. 1 (the “Complaint”). 19.

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