| Matter of Genworth Life Ins. Co. of N.Y. |
| 2013 NY Slip Op 50832(U) [39 Misc 3d 1231(A)] |
| Decided on April 18, 2013 |
| Supreme Court, Broome County |
| Lebous, J. |
| Published by New York State Law Reporting Bureau pursuant to Judiciary Law § 431. |
| This opinion is uncorrected and will not be published in the printed Official Reports. |
In the Matter of
the Transfer of Structured Settlement Proceeds Owed or Owing by Genworth Life
Insurance Company of New York and MAYFLOWER ASSIGNMENT
CORPORATION to STEPHANIA STARKS, Pursuant to General Obligations Law
Sections 5-1705 and 5-1706, Petitioners.
|
This is the second petition involving this structured settlement. The
current petition seeks judicial approval of the proposed transfer of the remaining future
payment due Stephania Starks under a structured settlement agreement in exchange for
the present payment of a discounted lump sum (General Obligations Law § 5-1701
et seq.).
Before proceeding to a review of this petition, the court will set forth the details of
Ms. Starks' prior application made to this court under Broome Index No. 2011-1044. By
Order signed June 28, 2011, this court authorized Ms. Starks' transfer of a lump sum
payment of $37,750 due on October 23, 2013 in exchange for $24,242. At that time, Ms.
Starks represented that she was 23 years old, single, with two minor children and earning
approximately $2,000.[FN2] Further, Ms. Starks averred that she
planned to use the $24,242 for the following purposes: $21,000 for a down
payment on a house; $1,500 to purchase a used vehicle; and to put $1,700 into a
savings account for emergency use (Starks Affidavit, ¶ 6; Index No. 2011-1044
[emphasis added]). As noted, this court approved said petition by Order signed June 28,
2011.
This court's judicial function under the SSPA requires an evaluation of a variety
of factors, but particularly: (1) whether the transaction is fair and reasonable;
and (2) whether the
transfer is in the best interest of the payee, taking into account the welfare
and support of the
payee's dependents, if any.
Here, the transfer amount was calculated by applying an annual discount rate of 15.63%. The court notes that similar rates have been deemed unreasonable (Matter of Settlement Funding of NY, 195 Misc 2d 721 [Sup Ct, Rensselaer County 2003] [15.46% discount rate not accepted as fair and reasonable]; Settlement Funding of NY, LLC v Hartford—Comprehensive Empl. Ben. Svc. Co., 25 Misc 3d 1220 [A][Sup Ct, Queens County 2009] [14.99% discount rate not accepted as fair and reasonable]; Matter of Settlement Capital Corp. [Ballos], 1 Misc 3d 446 [Sup Ct, Queens County 2003] [15.591% discount rate not accepted as fair and reasonable]). The court finds the discount rate here of 15.63% is not fair and reasonable.
Next, the court must also consider whether the proposed transfer is in Ms. Starks' best interest. This court is simply unable to reach that conclusion based upon obvious inconsistencies between the prior petition and the current petition. More specifically, in connection with this current petition, Ms. Starks avers that she seeks to use the money as follows:
$16,500 for a down payment on a home. I've looked at a number of
different places in the area. I plan to put this large down payment down on a home to
shrink the amount of mortgage payment I will have to make a month. With a smaller
monthly mortgage I will be able to live more comfortably with my two children.
(Starks' Affidavit, ¶ 11 [Index No. 2013-0517]; emphasis added).
This statement by Ms. Starks raises obvious concerns. First and foremost, the court now questions the veracity of Ms. Starks' prior statement that she intended to use the money for a down payment on a house. Did she really intend to use the money from the first petition for a down payment on a house? If she did not use the amount of $21,000 from the first petition for a down payment on a house, what did she use it for and why? If she had a legitimate reason for using that sum for a different purpose other than as represented to this court, why not offer an explanation instead of leaving the court to speculate. [*3]
Separate and apart from Ms. Starks' total failure
to explain her prior expenditures and prior representations to this court, she also fails to
offer any information regarding the proposed home purchase or her current income other
than a vague statement that she will be starting work at McDonald's soon. While the
desire to purchase a home is certainly an admirable goal, Ms. Starks simply has not
supplied adequately detailed information about her employment status, education, or
skills from which to compare the financial obligation she desires to undertake. Besides
the past enumerated structured settlement payments, Ms. Starks' fails to identify any other
sources of income or assets to financially handle the enormous responsibility of being a
homeowner
(Matter of Washington Square Financial LLC v Mejia, 38 Misc 3d
1204[A] [Sup Ct, Queens County 2012]). In view of the foregoing and the lack of
information, the court finds that the proposed transfer is not in Ms. Starks' best interest
(Whitney v LM Prop. & Cas. Ins. Co., 32 Misc 3d 1212 [A] [Sup Ct,
Westchester County 2011]).
Based
on the foregoing, the Petition is denied.
Dated:April 18, 2013
Binghamton, New York
s/ Ferris D. Lebous
Hon. Ferris D. Lebous
Justice, Supreme Court
OCA e-submission: no Judge E-Mail