HomeMy WebLinkAbout2009-6197
ARROW FINANCIAL : IN THE COURT OF COMMON PLEAS OF
SERVICES, LLC, : CUMBERLAND COUNTY, PENNSYLVANIA
PLAINTIFF :
:
V. :
:
:
JODI A. WITMER, :
DEFENDANT : 09-6197 CIVIL TERM
IN RE: DEFENDANT’S PRELIMINARY OBJECTIONS
BEFORE HESS, P.J. , OLER, J. AND MASLAND, J.
OPINION AND ORDER OF COURT
Masland, J., October 5, 2010:--
Before the court are the preliminary objections of Jodi A. Witmer,
Defendant, to the second amended complaint filed by Plaintiff, Arrow Financial
Services LLC. For the reasons stated below, Defendant's preliminary objections
are sustained.
Previously, our esteemed colleague, the Honorable M.L. Ebert, Jr., issued
an opinion and order sustaining Defendant's preliminary objections to Plaintiff's
first amended complaint in this matter. In response, Plaintiff filed the second
amended complaint and Defendant filed preliminary objections thereto. Now,
following briefing and argument we again sustain Defendant's preliminary
objections and dismiss the second amended complaint. In doing so, we grant
Plaintiff 30 days leave to file a third amended complaint. However, in light of the
repeated deficiencies of Plaintiff's pleadings up to this point, we will not grant
Plaintiff leave to file subsequent amended complaints.
This is a collections matter arising from an allegedly delinquent credit card
09-6197 CIVIL TERM
account. Defendant objects to the adequacy of Plaintiff's second amended
complaint on two grounds, first Plaintiff has not included written evidence of the
assignment of Defendant's debt from the original creditor to Plaintiff, and second,
the second amended complaint fails to identify the terms of the parties'
agreement, or attach a copy of the document upon which its claim is based.
I. Evidence of Assignment
Where, as here, a plaintiff is not the defendant's original creditor, the
complaint must include a writing evidencing the assignment of the defendant's
account from the original creditor to the plaintiff. Atlantic Credit and Finance, Inc.
v. Giuliana, 829 A.2d 340 (Pa. Super. 2003). Here, Plaintiff's second amended
complaint includes a document labeled “Bill of Sale” indicating the sale of various
accounts from Washington Mutual Bank to Plaintiff. This writing is wholly
inadequate to establish Plaintiff is a real party in interest in this matter.
First, we note this document is identical to the document already ruled
insufficient by Judge Ebert in his opinion and order granting the preliminary
objections to Plaintiff's amended complaint. He reasoned:
[T]his document reflects a transfer of some unspecified
accounts. The individual accounts that were
transferred by the original creditor to Plaintiff are not
specified in this document. Nowhere does it reflect that
Defendant's account was among the accounts that
were transferred to Plaintiff by the original creditor.
Arrow Financial Services LLC v. Witmer, No. 09-6197, slip op. at 6 (Cumb. Co.
May 13, 2010). Plaintiff has failed to include any supplementary documentation
in its second amended complaint. Accordingly, Plaintiff has again failed to
provide an adequate writing to demonstrate the chain of assignment whereby it
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became the owner of Defendant's alleged debt. Defendant's preliminary
objection will be granted in this respect.
II. Absence of Cardholder Agreement
Next, we address Defendant's objection to the absence of the terms of her
original cardholder agreement. She argues the alleged debt is based upon a
written cardholder agreement, and accordingly, Plaintiff must attach a copy of the
document to the complaint. We agree.
We note with disapproval that this issue, like that raised by Defendant's
previous preliminary objection, was already addressed by Judge Ebert in his
opinion resolving the last round of preliminary objections. There he clearly stated
that “Plaintiff must attach to the Amended Complaint the cardholder agreement
between Defendant and the original creditor.” Arrow Financial Services LLC v.
Witmer, slip op. at 8-9. Plaintiff concedes it has failed to do so. Nonetheless,
Plaintiff asks us to overlook the absence of this essential document because it is
not accessible at this time.
It is well-settled that when a claim is based on a written agreement, that
writing must be attached to the pleadings. Pa. R.C.P. No. 1019. However, if the
writing is not accessible to the pleader, it is sufficient so to state, together with
the reason, and to set forth the substance in writing. Pa. R.C.P. No. 1019(i).
Here, Plaintiff avers, “[a] copy of the credit application and agreement are not
accessible to Plaintiff at this time.” Am. Compl. at ¶4. No further detail is
provided to establish the reason the document is currently unavailable. Plaintiff's
bare assertion that the document is unavailable, absent further explanation, is
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09-6197 CIVIL TERM
insufficient to satisfy Rule 1019's requirements.
For similar reasons, Plaintiff's summary of the substance of the cardholder
agreement is also inadequate. Plaintiff described the underlying cardholder
agreement in only vague and general terms: “Defendant was given the right to
make purchases in return for a promise to timely pay the principal balance
accumulated plus interest, fees and penalties where applicable.” Am. Compl. at
¶6. This statement fails to set forth the material terms of the cardholder
agreement in any detail and therefore fails to set forth the substance of that
agreement as contemplated by Rule 1019.
Plaintiff has failed to comply with Judge Ebert's demand that it attach a
copy of the cardholder agreement to its second amended complaint. In lieu of
including the agreement, Plaintiff has failed to offer a satisfactory explanation for
its absence and has failed to set forth the substance of the agreement in
sufficient detail. Accordingly, Defendant's preliminary objections are sustained in
this respect.
III. Conclusion
Defendant’s preliminary objections are sustained. We grant Plaintiff 30
days leave to amend its second amended complaint. However, in light of
Plaintiff's repeated failures to file a legally sufficient complaint, this will be
Plaintiff’s final opportunity to do so.
ORDER OF COURT
AND NOW, this day of October, 2010, Defendant's preliminary
ARESUSTAINED
objections . We grant Plaintiff 30 days from the date of this
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order and opinion to amend its second amended complaint. Plaintiff will receive
no further opportunities to plead a legally sufficient complaint.
By the Court,
Albert H. Masland, J.
Benjamin J. Cavallaro, Esquire
For Plaintiff
Joseph Goldberg, Esquire
For Defendant
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ARROW FINANCIAL : IN THE COURT OF COMMON PLEAS OF
SERVICES, LLC, : CUMBERLAND COUNTY, PENNSYLVANIA
PLAINTIFF :
:
V. :
:
:
JODI A. WITMER, :
DEFENDANT : 09-6197 CIVIL TERM
IN RE: DEFENDANT’S PRELIMINARY OBJECTIONS
BEFORE HESS, P.J. , OLER, J. AND MASLAND, J.
ORDER OF COURT
AND NOW, this day of October, 2010, Defendant's preliminary
ARESUSTAINED
objections . We grant Plaintiff 30 days from the date of this
order and opinion to amend its second amended complaint. Plaintiff will receive
no further opportunities to plead a legally sufficient complaint.
By the Court,
Albert H. Masland, J.
Benjamin J. Cavallaro, Esquire
For Plaintiff
Joseph Goldberg, Esquire
For Defendant
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