Judge: Lee W. Tsao, Case: 22NWCV00181, Date: 2023-08-22 Tentative Ruling

Case Number: 22NWCV00181    Hearing Date: October 10, 2023    Dept: C

Signature Financial, LLC v. Dan Kloss, et al.

CASE NO.:  22NWCV00181

HEARING:  10/10/23 @ 10:30 a.m.

 

#7

TENTATIVE ORDER 

Plaintiff Signature Financial’s Motion for Summary Judgment against Defendant Kloss is GRANTED.

Moving party to give notice.

 

Background

This breach of contract action was filed on March 14, 2022, by Plaintiff Signature Financial, LLC and asserts the following causes of action: (1) Breach of Contract; (2) Breach of Guaranty; and (3) Turnover/Claim and Deliver. 

The facts, as alleged, are as follows: “Precision Forging and Liberty Capital Group, Inc. d/b/a NJ Liberty Capital Group (“Liberty Capital”) entered into an Collateral Financing Agreement on or about May 10, 2019 (“Collateral Financing Agreement”), pursuant to which Liberty Capital agreed to lend Precision Forging $1,022,017.00 in order to fund Precision Forging’s purchase of a Mighty Viper Precision Boring Machine (Serial # 5481605011), a Mighty Viper CNC Vertical (Serial # 7581712011), and a Mighty Viper VTL-20.25 Vertical (Serial # 7661304011), including all tooling, standard and accessory equipment.” (Compl., ¶ 5.) “Pursuant to the terms of the Contract, Precision Forging was required to make 60 consecutive monthly payments of $20,601.00 each to Liberty Capital.” (Compl., ¶ 6.) “Defendant Kloss personally guaranteed the Contract, contemporaneously executing a personal guaranty.” (Compl., ¶ 7.) “The Contract provided that ‘the failure by Obligor to make any payment when due hereunder or the failure by a Debtor (as hereinafter defined) to pay when due any of the Liabilities’ would constitute an ‘Event of Default.’” (Compl., ¶ 10.) “On or about May 30, 2019, Liberty Capital entered into an assignment agreement, assigning, among other things, the Contract and Guaranty to Signature Financial (the “Assignment”).” (Compl., ¶ 14.) “Defendants were provided notice and issued their consent to the Assignment.” (Compl., ¶ 15.) “The COVID-19 pandemic adversely impacted Precision Forging’s business, so on or about May 6, 2020, Signature Financial agreed to amend the Contract to defer Precision Forging’s monthly payments and extend the maturity date by three months, with regular monthly payments to resume on August 10, 2020.” (Compl., ¶ 17.) “On or about August 7, 2020, Signature Financial agreed to again amend the Contract to defer Precision Forging’s payments for an additional three months and extend the maturity date.” (Compl., ¶ 18.) “On or about January 26, 2021, Signature Financial again agreed to amend the Contract to defer Precision Forging’s payments for an additional four months for a total of ten months.” (Compl., ¶ 19.) “On or about February 24, 2022 and March 1, 2022, Signature Financial sent a demand letter to Defendants, advising them that under the terms of the Contract and Guaranty, they were in default by, among other things, failing to make the required payments when due and that, as a result of their defaults, Signature Financial had accelerated and declared immediately due and payable all amounts due under the terms of the Contract and Guaranty.” (Compl., ¶ 24.) “To date, Defendants have failed and refused to cure the default or turnover the Collateral to Signature Financial.” (Compl., ¶ 25.)

 

Plaintiff Signature Financial, LLC’s motion for summary judgment or alternatively summary adjudication: 

Plaintiff Signature Financial, LLC (“Plaintiff”) moves for summary judgment on the following grounds: (1) There are no genuine issues of material fact that Defendant Dan Kloss (“Defendant”) breached his obligations under the guaranty.

Defendant Dan Kloss does not oppose the motion.

Legal Standard

Burdens on Summary Judgment 

 

Summary judgment is proper “if all the papers submitted show that there is no triable issue as to any material fact and that the moving party is entitled to judgment as a matter of law.”  (Code Civ. Proc. §437c(c).)  Where a defendant seeks summary judgment or adjudication, he must show that either “one or more elements of the cause of action, even if not separately pleaded, cannot be established, or that there is a complete defense to that cause of action.”  (Id. at §437c(o)(2).)  A defendant may satisfy this burden by showing that the claim “cannot be established” because of the lack of evidence on some essential element of the claim.  (Union Bank v. Superior Court (1995) 31 Cal.App.4th 574, 590.)  Once the defendant meets this burden, the burden shifts to the plaintiff to show that a “triable issue of one or more material facts exists as to that cause of action or defense thereto.”  (Id.)   

 

The moving party bears the initial burden of production to make a prima facie showing that there are no triable issues of material fact.  (Aguilar v. Atlantic Richfield Co. (2001) 25 Cal.4th 826, 850.)  A defendant moving for summary judgment must show either (1) that one or more elements of the cause of action cannot be established or (2) that there is a complete defense to that cause of action.  (Code Civ. Proc. §437c(p).)  A defendant may discharge this burden by furnishing either (1) affirmative evidence of the required facts or (2) discovery responses conceding that the plaintiff lacks evidence to establish an essential element of the plaintiff's case. If a defendant chooses the latter option, he or she must present evidence “and not simply point out that plaintiff does not possess and cannot reasonably obtain needed evidence….” (Aguilar, supra, 25 Cal.4th at 865-66.)

 

[A] defendant may simply show the plaintiff cannot establish an essential element of the cause of action “by showing that the plaintiff does not possess, and cannot reasonably obtain, needed evidence.” (Id. at p. 854.)  Thus, rather than affirmatively disproving or negating an element (e.g., causation), a defendant moving for summary judgment has the option of presenting evidence reflecting the plaintiff does not possess evidence to prove that element. “The defendant may, but need not, present evidence that conclusively negates an element of the plaintiff's cause of action. The defendant may also present evidence that the plaintiff does not possess, and cannot reasonably obtain, needed evidence—as through admissions by the plaintiff following extensive discovery to the effect that he has discovered nothing” to support an essential element of his case. (Aguilar, supra, at p. 855.) Under the latter approach, a defendant's initial evidentiary showing may “consist of the deposition testimony of the plaintiff's witnesses, the plaintiff's factually devoid discovery responses, or admissions by the plaintiff in deposition or in response to requests for admission that he or she has not discovered anything that supports an essential element of the cause of action.” (Lona v. Citibank, N.A., supra, 202 Cal.App.4th at p. 110.)  In other words, a defendant may show the plaintiff does not possess evidence to support an element of the cause of action by means of presenting the plaintiff's factually devoid discovery responses from which an absence of evidence may be reasonably inferred. (Scheiding v. Dinwiddie Construction Co. (1999) 69 Cal.App.4th 64, 83.) 

 

Thus, a moving defendant has two means by which to shift the burden of proof under the summary judgment statute: “The defendant may rely upon factually insufficient discovery responses by the plaintiff to show that the plaintiff cannot establish an essential element of the cause of action sued upon. [Citation.] [Or a]lternatively, the defendant may utilize the tried and true technique of negating (‘disproving’) an essential element of the plaintiff's cause of action.”

(Leyva v. Garcia (2018) 20 Cal.App.5th 1095, 1103.) 

 

Until the moving defendant has discharged its burden of proof, the opposing plaintiff has no burden to come forward with any evidence. Once the moving defendant has discharged its burden as to a particular cause of action, however, the plaintiff may defeat the motion by producing evidence showing that a triable issue of one or more material facts exists as to that cause of action.  (Code Civ. Proc. §437c(p)(2).)  On a motion for summary judgment, the moving party's supporting documents are strictly construed and those of his opponent liberally construed, and doubts as to the propriety of summary judgment should be resolved against granting the motion.  (D’Amico v. Board of Medical Examiners (1974) 11 Cal.3d 1, 21.) 

 

          Second Cause of Action—Breach of Guaranty

To prevail on its claim for breach of the personal guaranty, movant need only establish: (1) the existence of a valid and enforceable contract; (2) performance by movant or excuse for non-performance; (3) breach of contract by Defendants; and (4) resulting damage to movant. (Lortz v. Connell, (1969) 273 Cal. App. 2d 286, 290.)

a.    Existence of a Valid Contract.

“[T]he existence of a contract requires parties capable of contracting, their consent, a lawful object, and a sufficient cause or consideration.” (J.B.B. Investment Partners Ltd. v. Fair (2019) 37 Cal.App.5th 1, 10 (citing Cal. Civ. Code. § 1550).)

Here, it is undisputed that the Contract and Guaranty are valid contracts between Liberty Capital and Kloss. Through the Contract, Liberty Capital agreed to loan Precision Forging funds in exchange for Precision Forging making certain monthly payments thereunder. (UMF 1-3.)  In order to induce Liberty Capital to enter in the Contract, Kloss executed the Guaranty, pursuant to which he guaranteed the prompt payment and performance of Precision Forging’s obligations under the Contract. (UMF 18-20.) Given these undisputed facts, there is no issue of material fact that the Contract and Guaranty are valid and enforceable contracts.

b.    Liberty Capital’s Performance Under the Contract.

Plaintiff offers that it has performed, and continues to perform, all of its obligations under the Contract.  By loaning Precision Forging funds for the purchase of the Collateral, Plaintiff performed under the Contract once it loaned Precision Forging those funds.

c.    Breach of Guaranty by Defendant Kloss.

Here, it is undisputed that Plaintiff fully complied with its obligations under the Contract, as Plaintiff loaned Precision Forging the funds to purchase the Collateral. Likewise, there is no dispute that Kloss breached the terms of the Guaranty by failing to pay Plaintiff the amounts due and owing and by failing to make ensuing payments as they came due. (UMF 21.) Therefore, Kloss breached the guaranty.

 

d.    Damage to Signature Financial.

Here, the undisputed evidence establishes that, as a result of Defendant’s defaults under the Contract and Guaranty, Signature Financial has suffered damages, as of April 3, 2023, as follows: (i) $940,044.23 under the Collateral Financing Agreement and the Guaranty; (ii) interest and late fees totaling $39,513.33; and (iii) $91,089.63 in reasonable attorneys’ fees and costs incurred in connection with Signature Financial’s enforcement of its remedies under the Contract and the Guaranty. (UMF 25.)

 

Plaintiff meets its burden by presenting no triable issue of fact.  Defendant Kloss does not oppose this motion and thus has not produced evidence showing that there is a triable issue of one or more material facts. 

Therefore, Plaintiff’s Motion for Summary Judgment is GRANTED.

 

Conclusion

Plaintiff Signature Financial’s Motion for Summary Judgment against Defendant Kloss is GRANTED.

 

Moving party to give notice.