| Matter of De Suze v Linden Plaza Preserv. |
| 2014 NY Slip Op 50298(U) [42 Misc 3d 1231(A)] |
| Decided on February 10, 2014 |
| Supreme Court, Kings County |
| Schmidt, 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| This opinion is uncorrected and will not be published in the printed Official Reports.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 Application of Mary De Suze (TENANT), LOUISE GRANT (TENANT), and
PETRA MONTGOMERY (TENANT), Petitioners,
against Linden Plaza Preservation and LINDEN PLAZA ASSOCIATES, Respondents. |
The following papers numbered 1 to 12 read herein:Papers
Numbered
Notice of Motion/Order to Show Cause/
Petition/Cross Motion and
Affidavits (Affirmations) Annexed1-2, 3, 4-5, 6-7, 8-9
Opposing Affidavits (Affirmations)
Reply Affidavits (Affirmations)10
Affidavit (Affirmation)11
Other Papers Resp.'s Memos of Law12
Respondents Linden Plaza Preservation, L.P. (Preservation) and Linden Plaza
Associates, L.P. (Associates), sued herein as, respectively, Linden Plaza Preservation and
Linden Plaza Associates, (collectively, Linden) move (in motion sequence 16), pursuant
[*2]to CPLR 3212, for summary judgment dismissing the
amended verified petition of pro se petitioners, Mary De Suze (De Suze), Lousie Grant
(Grant) and Petra Montgomery (Montgomery). De Suze, Grant and Montgomery
(collectively, petitioners) have responded to the motion by jointly filing three cross
motions, which seek, respectively, an order (1) excluding Linden's "Post Discovery
Depositions and Evidence" (motion sequence 17), (2) denying Linden's seven defenses
(motion sequence 18) and (3) denying Linden's summary judgment motion (motion
sequence 19). Linden has treated these cross motions as opposition to its motion and
served reply papers addressing all the cross motions.
The Linden Plaza housing complex overall includes four 17-story high-rise
buildings,
one 18-story building and 32 town house units located at 671-765 Lincoln
Avenue and 750-792 Eldert Lane in Brooklyn. The complex consists of 163 studio units,
584 one-bedroom units, 520 two-bedroom units and 260 three-bedroom units, with
associated amenities including a parking garage, laundry facilities and some
commercially designated space for retail establishments. Construction of Linden Plaza
was completed in or around November, 1971 and occupancy then commenced.
Legal title to Linden Plaza has been in the name of Linden Plaza Housing Co., Inc., (Plaza Housing), a corporation organized and existing under Article II of the New York State Private Housing Finance Law (PHFL), commonly known as the "Mitchell- Lama Law" after its sponsors, Senator MacNeil Mitchell and Assemblyman Alfred Lama. The PHFL was enacted to encourage private development of low and middle-income affordable housing by offering state and municipal assistance to developers through long-term, low-interest, government mortgage loans and real-estate-tax exemptions (see PHFL § 11).
Respondent Associates had held, until April 9, 2008, "beneficial
ownership"[FN1] of
the housing complex. Associates then assigned their beneficial ownership to
co-respondent Preservation.
Respondent Linden and non-party Plaza Housing, simultaneously with assignment of the beneficial interests, paid off the original mortgage issued in 1972, in the original amount of $51.4 million dollars, held by the New York City Housing Development Corporation (HDC). HDC, an agency created by the Legislature in 1971, finances affordable housing projects in New York, including projects built under the Mitchell-Lama Law. The payoff proceeds came from new notes, mortgages and a regulatory agreement executed by Preservation and Plaza Housing in favor of HDC for $91 million dollars. The surplus proceeds received by Preservation were utilized to make substantial capital improvements to the property with the pre-approval of the New York City Department of Housing, Preservation and Development (HPD). The property's significant deterioration over the 37 years since its original construction necessitated these repairs and capital improvements.
HPD possesses supervisory authority over all Mitchell- Lama housing complexes in New York City and derives such authority from three sources. First, New York City Charter §1802 (6) (d) delegates the power to enforce PHFL article 2 to HPD. Second, PHFL, article 1, § 2 (15) defines HPD as the "supervising agency" under PHFL for New York City. [*3]Finally, PHFL, article 2, § 13 subjects a limited profit housing corporation (LPHC) to the supervising agency's jurisdiction commencing from the LPHC's inception. The remainder of PHFL article 2 delegates powers to the LPHCs subject to the supervising agency's oversight.
Additionally, the United States Department of Housing and Urban Development
(HUD) can act as another supervising agency if the LPHC receives a federal
subsidy.[FN2] The
National Housing Act (12 USC 1701, et seq.) authorizes one such common
federal subsidy called the Section 236 mortgage interest reduction payment (IRP)
(codified in 12 USC § 1715z-1). This subsidy, which Linden has continually
received since its inception, reduced Linden's actual (not contractual) mortgage payments
to HDC as HUD would pay part of the charged interest directly to HDC on Linden's
behalf. Linden, in exchange for this subsidy, agreed to further rent restrictions benefitting
the buildings' residents.[FN3] Linden, its investors and some of its
residents utilize other subsidies, such as the Federal Low Income Housing Tax Credit
Program (LIHTC) and the Federal Housing Choice Voucher Program (commonly known
as the Section 8 program), but no need exists to discuss them since petitioners are neither
entitled to nor participate in these programs.
HPD approved the request on March 14, 2008 and issued a rent increase order
designated as Commissioner's Order No. ML-537, effective June 1, 2008. This order
approved a rental increase of $124.92 per month per room, with a maximum monthly
increase cap of $150.00 per apartment per year, to be spread over three years. Linden, at
the time, anticipated an April 1, 2008 closing date, which would have enabled a June 1,
2008 implementation of the rent increase pursuant to HUD's December 14, 2007
conditional approval letter (see n 3), which required that any rent increase could
not be implemented within the first 60 days following the closing. However, once it
appeared that closing would be delayed past April 1, 2008, thereby delaying the rent
increase beyond the ordered June 1, 2008 date, Linden requested HPD to reissue this
order with a later date. HPD granted this reissue request, with some changes, through a
March 28, 2008 order of First Deputy Commissioner John Warren (the March 28, 2008
HPD Order). According to Linden, HPD recalculated or converted the $124.92 per room
per month rent increase to obtain a new total monthly rent charge based upon the size and
type of each Plaza Housing apartment. Copies of this order were distributed to all Plaza
Housing residents and tenants on or about April 29, 2008 in compliance with 28 RCNY
§ 3-10 (e).[FN6]
Petitioners were all charged amounts exceeding the designated base rents for their
respective apartments. De Suze and Grant paid the added charge, but not Montgomery,
who was consequently evicted from the premises for non-payment of rent. Section 236 as
mentioned earlier, permits imposing this "HUD excess charge" (i.e. all rental charges
collected on a unit-by-unit basis in excess of the basic rental charges").[FN8] Here, the HUD excess
charge that affected petitioner and some tenants upwardly adjusts the rent, according to
the terms of the IRP, to the lesser of (1) either the declared fair market rent or (2)
30% of [*5]a tenant's monthly adjusted income[FN9] as disclosed by that
tenant on an annual affidavit that HUD requires the tenants to file.[FN10] Filing of this annual,
tenant-income affidavit, however, had been suspended for the 2008 and 2009 partial rent
increases, but was resumed for the 2010 final rent increase. The HUD excess rent charge
collection stands as Linden's obligation in exchange for the interest reduction payments
made by HUD under the Section 236 program.[FN11]
De Suze and Grant sought to renew and reargue the portion of the August 8, 2011 order which dismissed HPD from the case, but Justice Ruchelsman denied their request in a December 6, 2011 Decision and Order. The parties subsequently appeared for a June 14, 2012 preliminary conference and a September 27, 2012 compliance conference.
Justice Ruchelsman subsequently issued a December 4, 2012 Decision and Order granting Montgomery the right to intervene in this action as an additional petitioner but limiting her claims to Linden's alleged notice deficiencies and any subsequent rental increases. Montgomery moved the court, several months later, to be restored to her tenancy [*6]after her eviction, but Justice Ruchelsman denied her application in an April 25, 2013 Decision and Order.
Petitioners were permitted, by an April 19, 2013 short form order from Justice
Ruchelsman, to file and serve an amended verified petition, and respondents were
granted a time frame to move for summary judgment.
Summary judgment is a drastic remedy and should be granted only when it is clear that no triable issues of fact exist (see Alvarez v Prospect Hospital, 68 NY2d 320 [1986]). The moving party bears the burden of prima facie showing its entitlement to summary judgment as a matter of law by presenting evidence in admissible form demonstrating the absence of any material facts (see Giuffrida v Citibank Corp., 100 NY2d 72 [2003]). A failure to make that showing requires denying the motion, regardless of the adequacy of the opposing papers (see Ayotte v Gervasio, 81 NY2d 1062 [1993]). If a prima facie showing has been made, then the burden shifts to the opposing party to produce evidentiary proof sufficient to establish the existence of material issues of fact (see Alvarez, 68 NY2d at 324).
Evidence presented by the non-moving party "must be viewed in the light most
favorable to the non-moving party" (see Vega v Restani Constr. Corp., 18 NY3d 499, 503
[2012] [internal quotation marks and citation omitted]). Denial thus occurs "where the
facts are in dispute, where conflicting inferences may be drawn from the evidence, or
where there are issues of credibility" (Benetatos v Comerford, 78 AD3d 750, 752 [2010]
[internal quotation marks and citations omitted] see also Peerless Ins. Co. v Allied Bldg. Prods. Corp., 15 AD3d
373, 374 [2005] [denial of summary judgment required upon developing "any doubt
as to the existence of a triable issue, or where the material issue of fact is arguable"]
[internal quotation marks and citations omitted]). Occasionally, persuasive evidence from
a non-moving party may warrant granting that non-moving party summary judgment
(see N & S Supply v Simmons, 305 AD2d 648 [2003] CPLR 3212 [b]).
(2)
Pro se petitioners' amended verified petition challenges rent overcharges assessed since July 1, 2010 along two distinct theories. Petitioners first allege, in essence, that Linden and Plaza Housing no longer participate in the Mitchell-Lama housing program and have become privatized, pursuant to PHFL §35 (2), by the voluntary dissolution and payoff of the original mortgage. Hence, petitioners' claim that New York's Rent Stabilization Laws now apply to the housing complex and that the New York State Division of Housing and Community Renewal (DHCR) now supervises the housing complex. Linden, as well as former respondent HPD, steadfastly deny this claim.
Alternatively, petitioners allege, as the court previously found, that Linden failed to
provide 60-day notice of the December 14, 2007 HUD approval letter setting forth both
the Section 236 basic rents and fair market rents governing Plaza Housing tenants.
Consequently, petitioners contend that Linden is barred, until proper service of that letter,
from collecting any HUD excess rent above the basic rents set forth in the March 28,
2008 HPD Order. Linden has conceded improper service of this approval letter, but urges
the propriety of the HUD excess rents charged by claiming adherence to the HPD order
and HUD regulations.
Petitioners' allegations that Linden and Plaza Housing
no longer qualify as Mitchell-Lama program participants lack merit. Petitioners' reliance
solely on the language of PHFL § 35 (2) ignores the entire statutory and regulatory
schemes that the Legislature and HPD created. PHFL § 35 (2) states that "[a]
company aided by a loan made after May first, nineteen hundred fifty-nine, may be
voluntarily dissolved, without the consent of the commissioner or of the [supervising
agency], as the case may be, not less than twenty years after the occupancy date
upon payment in full of the remaining balance of principal and interest due and
unpaid upon the mortgage or mortgages and of any and all expenses incurred in
effecting such voluntary dissolution" (2550 Olinville Avenue, Inc., et al v Paul
Crotty, et al, 149 Misc 2d 806, 811 [Sup Ct, NY County 1991] [internal quotation
marks omitted], affd 185 AD2d 200 [1992], lv dismissed 81 NY2d 772
[1993]). However, petitioners read this section in a vacuum and ignore companion
statutory and regulatory obligations, discussed infra, designed to alert
shareholders and the general public about a corporation's desire to "privatize" or leave
the Mitchell-Lama program (see, e.g., Johnson v New York State Urban Dev. Corp., 25 Misc
3d 252, 255 (Sup Ct, NY County 2009).A basic tenent of statutory construction
requires reading statutes together and any interpretation of a statute that renders a
provision of that statute meaningless violates that tenent (see McKinney's Cons
Laws of NY, Book 1, Statutes §§ 230, 231; see e.g. In the Matter of Nora
Lucas, et al v Board of Appeals of Village of Mamaroneck, et al., 109 AD3d
925 [2013]). Petitioners' isolated reading of PHFL § 35 (2) would
render PHFL § 23-c (2)[FN12] meaningless within the statutory
scheme by barring Mitchell-Lama housing projects from refinancing existing mortgages.
Furthermore, petitioners' interpretation could have the unintended consequence of
discharging LPHCs from the Mitchell-Lama program on an involuntarily and/or
unknowing basis thereby causing violations of the Martin Act[FN13] (General Business Law [GBL] art
23-A) which "regulates the offer and sale of securities within or from New York . . . and
is aimed at detecting, preventing and stopping fraudulent securities practices" (East Midtown Plaza Hous. Co.,
Inc. v Cuomo, 20 NY3d 161, 169 [2012] [internal [*8]quotation marks and citation omitted]).
Such an interpretation would also render meaningless and defeat the purposes of a set of sections of the New York Codes, Rules and Regulations concerning voluntary dissolution of LPHCs, namely: sections about the stated purpose (9 NYCRR 1750.1), applicability (9 NYCRR 1750.2), required notices (9 NYCRR 1750.3; 9 NYCRR 1750.4) and shareholder/ tenant input (9 NYCRR 1750.5). Further, such an isolated reading would nullify the mortgage payments section (9 NYCRR 1750.6), which requires satisfactory completion of 9 NYCRR 1750.3 through 9 NYCRR 1750.5, before a LPHC can seek to prepay its mortgage pursuant to PHFL § 35 (2). Neither Linden nor Plaza Housing have undertaken any of these required regulatory acts and thus neither entity has "voluntarily" dissolved or privatized pursuant to PHFL § 35 (2).
(4a)
Petitioners next urge that Linden is barred from collecting any HUD excess rent above the basic rents set forth in the March 28, 2008 HPD Order. The court agrees that Linden cannot collect any such HUD excess rent but for a different reason than petitioners assert.
Petitioners, as stated above, contend that respondents are barred from seeking the
HUD excess rent charges for failure to have given 60-day notice of the underlying
December 14, 2007 HUD approval letter, and in view of Linden's purported dissolution
and withdrawal from the Mitchell-Lama housing program. However, part of petitioners'
argument already fails since Linden, as just shown, never left the Mitchell-Lama
program.
HPD, as the supervising agency under both the PHFL and Section 236, issued rent approval orders based on Linden's submissions. Here, two such orders resulted. The first was the March 14, 2008 Order of then HPD Commissioner, now HUD Secretary, Shaun Donovan, which, as previously discussed and as defendants concede, did not take effect as it was never served upon Plaza Housing tenants. The second order, the March 28, 2008 HPD Order, was served upon the tenants and Linden claims this order remains in effect.
However, it seems that Linden has mistakenly used then HPD Commissioner Donovan's March 14, 2008 order, not the March 28, 2008 HPD Order to calculate rents from July 1, 2010 forward. Specifically, the (A) (3) portion of then Commissioner Donovan's order states that "beginning June 1, 2010 each tenant shall pay the lesser of 30% of his or her income toward rent or the amount directed in (A) above." The use of the word "lesser" in then HPD Commissioner Donovan's order — as opposed to the word "greater" used in the IRP and Section 236 regulations — can only be reconciled if the referenced part (A) rent increase of $124.92 per room per month relates to an increase of the fair market rent and not the base rent as previously approved in the December 14, 2007 HUD letter (see n 8).
The March 28, 2008 HPD Order, however, states at (A) (4) that "[b]eginning July 1, 2010, a Category 2 Tenant shall pay toward monthly rent the amount directed in (A) above, unless on July 1, 2010 a Category 2 Tenant is receiving the benefit of a Section 8 rent subsidy, in which case, such Category 2 Tenant shall pay toward monthly rent the amount required under the Section 8 program."
The (A) (2) portion of the March 28, 2008 HPD Order defines a "Category 2 Tenant" as a tenant who, as of the date of the order, is paying less than 30% of that tenant's monthly income towards the rent or is not eligible for a Section 8 rent subsidy for reasons other than income. It appears all three petitioners, in March 2010, were paying less than 30% of their monthly income towards the rent and therefore qualified as Category 2 tenants.
However, petitioners were not receiving a Section 8 rent subsidy benefit and under
the plain language of the order, should be paying the "amount directed in (A) above."
The [*9]"A" portion of the March 2008 HPD Order
presents a list of rents by apartment type and are identical to the HUD "base rents" per
corresponding apartment type set forth in the December 14, 2007 conditional approval
letter, rather than the rents sought to be collected by Linden pursuant to then HPD
Commissioner Donovan's March 14, 2008 Order.[FN14] Nowhere in the March 28, 2008
HPD Order is there authorization for Linden to collect the HUD excess rent charge from
income affidavit tenants if such base rent is less than 30% of the tenant's monthly
income, up to the approved fair market rent. Consequently, Linden and Plaza Housing
cannot collect these HUD excess charges above the base rent set forth in the December
14, 2007 HUD approval letter until such time as authorized by HUD and HPD.
Accordingly, it is
ORDERED that respondents' summary judgment motion (motion sequence 16) is granted only to the extent that any claims by petitioners that Plaza Housing is no longer in the Mitchell-Lama program are dismissed with prejudice, and denied in all other respects; and it is further
ORDERED that petitioners De Suze and Grant's joint cross motions to exclude Linden's "Post Discovery Depositions and Evidence" and to deny Linden's seven defenses (motion sequences 17 and 18) are each denied; and it is further
ORDERED that petitioners De Suze and Grant's joint cross motion (motion sequence 19) to deny Linden's summary judgment is granted only to the extent that Linden's summary judgment motion has been denied, and petitioners De Suze and Grant are each concomitantly granted summary judgment, pursuant to CPLR 3212 (b), to the extent that (1) they are entitled to a refund of any rent overcharges paid from July 1, 2010 above the base rents approved by HUD and set forth in the March 28, 2008 HPD Order, and (2) that Linden is barred from collecting more than the base rents from petitioners De Suze and Grant until such time as an amended HPD order is issued and served upon such petitioners; and it is further
ORDERED that petitioner Montgomery's cross motions to exclude Linden's "Post Discovery Depositions and Evidence" and to deny Linden's seven defenses (motion sequences 17 and 18) are each denied; and it is further
ORDERED that petitioner Montgomery's cross motion (motion sequence 19) to deny Linden's summary judgment motion is granted only to the extent that Linden's summary judgment motion has been denied, and petitioner Montgomery is concomitantly granted summary judgment, pursuant to CPLR 3212 (b), to the extent that she is entitled to a credit against any post-eviction deficiency judgment obtained by Linden for any rent overcharges assessed above the authorized base rent from July 1, 2010 to the date of her eviction.
This constitutes the decision, order and judgment of the court.
E N T E R, [*10]
J. S. C.