GUINNESS PLC; GUINNESS AMERICA,
INCORPORATED, Plaintiffs-Appellees,
vs.
THOMAS JOSEPH WARD, Defendant-Appellant. GUINNESS PLC; GUINNESS AMERICA,
INCORPORATED, Plaintiffs-Appellees,
v.
THOMAS JOSEPH WARD, Defendant-Appellant.
No. 90-1869, No. 90-1870
United States Court Of Appeals For The Fourth Circuit
955 F.2d 875, 1992 U.S. App. Decision
January 28, 1992, Decided
ppeals from the United States
District Court for the District of Maryland, at Baltimore. Norman P. Ramsey,
District Judge. (CA-88-400-R)
ARGUED: Thomas Joseph Ward, Sr., WARD, LAZARUS & GROW, Washington,
D.C., for Appellant. Rebecca Ellen
Swenson, ARNOLD & PORTER, Washington, D.C., for Appellees. ON BRIEF: Harold R. Bruno, III, WARD,
LAZARUS & GROW, Washington, D.C., for Appellant. Richard J. Wertheimer, ARNOLD & PORTER, Washington,
D.C., for Appellees.
Before HALL, Circuit Judge, HALLANAN,
United States District Judge for the Southern District of West Virginia,
sitting by designation, and KELLAM, Senior United States District Judge for the
Eastern District of Virginia, sitting by designation.
{F.2d 877} OPINION
GALLANAN, District
Judge:
Defendant-Appellant
Thomas Joseph Ward [hereinafter referred to as ÓWardÒ] appeals from the
district courtÔs grant of summary judgment for the Plaintiffs-Appellees
Guinness PLC and Guinness America, Incorporated, [hereinafter collectively
referred to as ÓGuinnessÒ] on GuinnessÕ complaint and WardÔs counterclaim.
I.
Guinness initiated this
action on February 9, 1988, in the United States District Court for the
District of Maryland seeking {F.2d 878} recognition and enforcement of a foreign money judgment
entered by the High Court of Justice in London, England, [hereinafter referred
to as ÓHigh CourtÒ] in favor of Guinness and against Ward in the amount of 5.2
million pounds sterling plus interest. The English judgment resulted from
litigation against Ward for his alleged part in a financial scandal arising out
of perhaps the largest takeover battle in English history.
In April of 1986,
Guinness, a major European beer and alcohol producer and worldwide distributor,
succeeded in a takeover of a Scottish competitor, Distillers PLC. Within a
yearÕs time, however, what initially appeared as a great triumph for Guinness
turned to tragedy as investigations by various British regulatory and law
enforcement agencies uncovered a financial scandal involving the top echelons
of GuinnessÔ management. By January, 1987, Ernest Saunders, GuinnessÕ Chairman
and Chief Executive Officer, and Oliver Roux, its Chief Financial Officer, as
well as others, had been forced to leave Guinness and were replaced by new
management.
Ward, the senior partner
of the Washington, D.C., law firm of Ward, Lazarus & Grow and a practicing
attorney for over 20 years, served as a director for Guinness as well as a
legal advisor at the time of GuinnessÔ takeover of Distillers PLC. On March 18,
1987, Guinness issued a writ against Ward and Ernest Saunders in the High Court
and applied for what is known in England as a Mareva injunction. More
specifically, Guinness contested a 5.2 million pounds sterling payment which
Ward and Saunders allegedly had arranged for Guinness to make to a company
incorporated in the Isle of Jersey and known as Marketing and Acquisition
Consultants LTD. [hereinafter referred to as ÓMACÒ] after discovering that MAC
was controlled by Ward and that the payment had been made for WardÕs
benefit.
Guinness contends that a Mareva
injunction is similar to a temporary restraining order and that it sought such
an injunction due to its fear that Ward and Saunders would remove or otherwise
dissipate the payment or alienate the proceeds thereof. A Mareva injunction was
granted ex parte by Mr. Justice Warner of the High Court on the same day that
such injunction was requested.
The injunction prohibited
Ward and Saunders from removing or dissipating the payment or alienating any
proceeds obtained therefrom. The injunction also prohibited Ward and Saunders
from removing or dissipating their assets except insofar as they exceeded the
value of 5.2 million pounds sterling and directed them to transfer the payment
or any property acquired thereby which was in the control of the Court to
GuinnessÔ solicitors.1
Guinness agreed to abide by any subsequent order regarding damages Ward
might be held to have sustained as a result of the injunction.
The restrictions were to
remain effective until March 25, 1987, or until further order of the court.
Ward and Saunders were also directed to swear an affidavit by March 25, 1987,
revealing the whereabouts of the payment or any property acquired thereby, the
nature and date of every transaction involving the payment, and the value,
nature and location of any assets within the courtÕs jurisdiction. Furthermore,
Ward and Saunders were to take all reasonable steps to discover the whereabouts
of the payment or property acquired thereby and to bring such payment or
property within the courtÔs jurisdiction.
Ward and Saunders were
permitted to apply immediately after receiving notification of the injunctionÕs
entry to the High Court for relief or modification of its terms. Saunders
appeared before the High Court on March 19, 1987, while Ward appeared through
English counsel2 the
next day. Through such appearances Ward and {F.2d 879} Saunders were successful in
obtaining several modifications of the injunction as well as additional time in
which to serve defenses and respond to the reporting obligations.
On April 1, 1987, Ward
submitted an affidavit with exhibits to the High Court. In addition to
challenging the propriety of the Mareva injunction and conceding his control
over MAC and receipt of the payment, Ward contended that such payment had been
proper and made pursuant to a contingent fee agreement under which he was to
receive for his legal services a fee of 15 of 1% of the value of the takeover
bid in the event that GuinnessÔ takeover of Distillers PLC was successful.
An additional hearing was
held before the High Court between April 8 and April 14, 1987, on the question
of whether the orders granting the Mareva injunction and subsequent modifications should be
extended through the trial or until further order. Ward appeared at such
hearing through his English counsel and was so represented throughout the
remainder of the High Court litigation. On May 13, 1987, Ward filed a
counterclaim with the High Court in which he asserted a claim for the
reasonable value of the legal services he allegedly performed on behalf of
Guinness.
Guinness responded by
filing a motion for summary judgment against Ward on May 15, 1987, and a motion
for judgment on admissions against Ward on July 1, 1987. On July 17, 1987, the
Vice Chancellor of the High Court granted GuinnessÕ motion for judgment
concluding that WardÔs receipt of the payment via MAC was unlawful under the
English Companies Act of 1985 and constituted a breach of the fiduciary duties
which Ward owed Guinness as a Guinness director. Ward timely appealed the High
Court judgment to the British Court of Appeal.
Guinness then initiated a
suit in the District of Columbia involving in part an attorneyÕs lien which
WardÔs law firm had asserted against Guinness due to alleged non-payment of
legal fees. Ward contends that Óduring the pendency of that suit and his
British appeal, Guinness and [he] engaged in negotiations aimed at achieving a
Õglobal settlementÔ of all of the disputes.Ò Ward further contends that such
negotiations resulted in an agreement which settled all of the partiesÕ
disputes in London, the Isle of Jersey3 and Washington, D.C.
Guinness allegedly,
however, disavowed and repudiated this agreement only to shortly thereafter
begin negotiations with Ward anew. As stated by the district court below
concerning the new negotiations
there is no dispute that
the parties indeed entered into settlement negotiations. The settlement
discussed by the parties provided that Ward would be entitled to retain
sufficient assets necessary to meet his large debts, certain specified major
assets, and $ 100,000.00 of liquid assets, and Guinness would receive the
remainder of WardÔs assets. Guinness, however, refused to assent to any
settlement until it had some idea of the nature of WardÕs assets that it would
be receiving under the agreement. Thus, Guinness insisted that Ward provide
full documentation of his assets and liabilities.
Ward, however, was unwilling
to simply disclose to Guinness extensive financial information concerning the
nature and location of his assets, with Guinness being permitted thereafter to
refuse to consummate the settlement. Ward feared that Guinness would acquire
financial information, refuse to settle, and then begin collection on the
assets identified by Ward.
The parties negotiated
for an extensive period of time, eventually entering into a letter agreement on
October 12, 1987. According to Ward, the Óletter agreement . . . outlined the
terms of the settlement and the procedures that would be followed in
consummating the agreement.Ò In accordance with the agreement, Ward made a
series of financial disclosures concerning his assets. The date on which
Guinness could back out of {F.2d 880} the Settlement Agreement based on WardÔs financial
disclosures passed without Guinness withdrawing. Although agreeing to the
settlement generally as outlined, Guinness modified the agreement, reserving
certain exceptions or limited reasons based on which Guinness could
subsequently properly refuse to consummate the settlement. Specifically,
because Ward had agreed to transfer shares of a corporation, the value of which
was not obvious from the mere description of that asset, Guinness wanted to
obtain additional information about the corporation. At that point, Guinness
could still refuse to consummate the settlement, but only if WardÕs financial
disclosures proved untrue, or if, following the subsequent disclosure of the
identity [sic] corporation, Guinness was unsatisfied with the asset.
Towards the end of
November, 1987, Guinness needed shares of stock in Richter Brothers that were
subject to the valid lawyerÔs lien of Ward Lazarus. Guinness represented that
if Ward Lazarus immediately transferred the Richter BrothersÕ stock for an
advance payment of $ 100,000.00 on outstanding legal fees, the agreement would
in fact be consummated, and that if Ward Lazarus refused, the agreement would
not be consummated. On this basis, Ward Lazarus transferred the Richter
Brothers stock.
After Guinness received
information about the corporations to be transferred and decided to proceed,
subject only to confirming the accuracy of the information, an initial draft of
the final settlement papers were circulated on December 3, 1987. Guinness, on
advice of lead American counsel, refused to consummate [sic] settlement unless
a revision was made to the tax refund portion of the agreement. The revision
was made and a final agreement existed with the one caveat being that Guinness
would first be permitted to visit the corporation, owned in part by Ward, that
would be transferred to Guinness. One of GuinnessÔ American counsel visited the
corporation and confirmed the representations made to Guinness to that date.
Counsel for Guinness then
informed counsel for Ward that he would travel to London to secure the official
Board approval of the agreement. However, after arriving in London, counsel for
Guinness informed counsel for Ward that Guinness was no longer willing to
consummate the agreement. Ward contends that Guinness ÓbreachedÒ the agreement
to conform to the desires of the British government.
As to the partiesÕ
pending litigation, the preliminary letter agreement reached by the parties had
provided that
Ward will dismiss with
prejudice all counterclaims asserted against Guinness in the High Court
litigation and Guinness (i) will take such steps as are necessary and agreed
upon by the parties to render the High Court judgment against Ward unenforceable,
and to preclude further proceedings by Guinness against Ward and M.A.C. in the
Jersey action, including, but not limited to, wherever possible and not
inconsistent with the last sentence of this paragraph, dismissal without
prejudice and a covenant not to enforce the High Court judgment against Ward .
. . .
Guinness commenced this
action in the United States District Court for the District of Maryland on
February 9, 1988, seeking recognition and enforcement of the British High Court
money judgment pursuant to the Maryland Uniform Foreign Money-Judgments
Recognition Act, Md. Cts. & Jud. Proc. Code Ann. ¤ 10-701, et seq. Ward
responded on April 25, 1988, by filing an answer containing numerous defenses
and a three count counterclaim.
Among WardÔs various
defenses, those relevant to this appeal include contentions that the High Court
judgment was not entitled to recognition and enforcement due to the post
judgment settlement, or, as also referred to by Ward, accord and satisfaction,
reached by the parties resolving their disputes; that if the parties had not
actually consummated a binding settlement, GuinnessÕ statements and actions
during the negotiations and WardÔs reliance upon them invoked the applicability
of the doctrines {F.2d 881} of promissory estoppel, equitable estoppel and unclean hands; and that
due to ex parte contacts between Guinness and the British High Court and the
excessive requirements imposed by the Mareva injunction, Ward was denied a fair and impartial
tribunal and proceedings comporting with the requirements of due process.
WardÕs allegations that a settlement had been reached and breached by Guinness,
or, in the alternative, that the doctrine of promissory estoppel should prevent
Guinness from denying the existence of such a settlement also constituted two
counts of WardÔs three count counterclaim.
Because of GuinnessÕ
alleged breach of the settlement, Ward contends that he continued his appeal of
the High Court judgment through the British appellate courts, rather than dismissing
it pursuant to the settlement, so as to mitigate his potential damages. Oral
argument was held before the British Court of Appeal from April 26 to April 28,
1988. On May 10, 1988, the Court of Appeal affirmed the High Court judgment and
concluded that Ward did breach his fiduciary duty as a Guinness director by
failing to disclose his interest in the MAC payment to GuinnessÔ full board of
directors. Although the Court of Appeal also denied WardÕs request for leave to
appeal to the House of Lords, Ward successfully petitioned the House of Lords
for such leave and oral argument was heard on his appeal between October 30 and
November 7, 1989. On February 8, 1990, the Law Lords unanimously affirmed the
Court of AppealÔs affirmance of the High Court judgment on the grounds that the
payment to MAC was ultra vires GuinnessÕ articles of association. It is undisputed
that Ward never informed the High Court, Court of Appeal or House of Lords of
the settlement allegedly reached during the pendency of his appeal to the Court
of Appeal.
On July 7, 1988, Guinness
filed a motion for summary judgment on its complaint before the district court.
Guinness supported its motion with the affidavit of its British counsel,
Richard Alan Field, Q.C., who represented it in the English proceedings. Ward
then filed a cross-motion for summary judgment on GuinnessÔ complaint which he
supported with his own declarations as well as those of his British counsel who
represented him in the English proceedings and his American counsel who
represented him in the district court.
Rejecting WardÕs various
defenses, the district court granted Guinness summary judgment on its complaint
on August 24, 1990. More specifically, the court concluded that a post judgment
accord and satisfaction is not one of the bases under the Maryland Uniform
Foreign Money-Judgments Recognition Act upon which a court could refuse to
recognize and enforce a foreign money judgment. The court also concluded, without
explanation but apparently on grounds of res judicata, that Óafter Guinness failed to
consummate the Settlement Agreement and proceeded to defend against WardÔs
appeals, it was incumbent upon Ward to notify the Court of Appeal of the
alleged breach.Ò Furthermore, the court concluded that Ward had failed to raise
a genuine issue of material fact supporting his contention that the High Court
judgment should not be recognized and enforced because it was not rendered by a
fair and impartial tribunal utilizing procedures compatible with the
requirements of due process of law.
In light of its victory,
Guinness next moved for summary judgment on WardÕs counterclaim on September 5,
1990. The district court granted GuinnessÔ motion for summary judgment on October
2, 1990, concluding that the doctrine of res judicata precluded Ward from raising the
alleged post judgment settlement as a counterclaim in the recognition and
enforcement proceeding since Ward could have raised it during the British
litigation.4 Ward
timely appealed the district courtÕs orders granting summary judgment. By Order
entered on December 4, 1990, his appeals were consolidated.
{F.2d 882} II.
Ward essentially raises
three issues on appeal, the first two of which are closely related insofar as
they both address rulings of the district court regarding WardÔs right to raise
the alleged post judgment settlement of the partiesÕ disputes.
More specifically, Ward
contends in his first issue on appeal that the district court erred in concluding
as a matter of law that a Maryland recognition court would not consider as a
defense a post judgment settlement in determining whether a foreign money
judgment should be recognized and enforced because it is not one of the express
bases set forth in the Maryland Uniform Foreign Money-Judgments Recognition Act
for nonrecognition. He then argues in his second and related issue on appeal
that the district court also erred in ruling that he was barred by the doctrine
of res judicata from raising the post judgment settlement as a defense and
counterclaim to GuinnessÔ action for recognition and enforcement of the High
Court judgment.
Ward addresses as error
in his third and final issue on appeal the district courtÕs finding that he had
failed to raise a genuine issue of material fact to support his contention that
the High Court judgment is not entitled to recognition and enforcement under
the Maryland Uniform Foreign Money-Judgments Recognition Act, ¤ 10-704(a)(1),
because it was neither rendered by a fair and impartial tribunal nor was he
afforded procedures compatible with the requirements of due process of
law.
Our analysis of the
issues, to be presented, infra, leads us to the following conclusions: As to WardÔs first
issue on appeal, we disagree with the district courtÕs interpretation and
application of the Maryland Uniform Foreign Money-Judgments Recognition Act to
the extent that it holds as a matter of law that a post judgment settlement
cannot be raised in any fashion under the Act as a defense to the recognition
andor enforcement of a foreign money judgment. As to WardÔs second issue on
appeal, however, we agree that Ward should be estopped andor precluded from
raising the alleged post judgment settlement reached during the pendency of his
British appeal as a defense and counterclaim to GuinnessÕ action seeking
recognition and enforcement of the High Court judgment due to his failure to
notify the British Court of Appeal of such settlement. However, we base our
decision on the related but distinct ground of judicial estoppel rather than on
the doctrine of res judicata. In regard to WardÔs third and final issue on appeal, we believe that the
district court correctly concluded that Ward failed to raise a genuine issue of
material fact concerning his contention that the High Court judgment is not
entitled to recognition and enforcement because it was neither rendered by a
fair and impartial tribunal nor was he accorded procedures comporting with the
requirements of due process.
III.
We begin our analysis of
the issues presented by noting that on appeal we review de novo a district courtÕs grant of summary
judgment. Higgins v. E.I. DuPont de Nemours & Co., 863 F.2d 1162, 1167 (4th Cir. 1988).
Fed.R.Civ.P. 56(c) provides that Ó[summary judgment] shall be rendered
forthwith if the pleadings, depositions, answers to interrogatories, and
admissions on file, together with the affidavits, if any, show that there is no
genuine issue as to any material fact and that the moving party is entitled to
a judgment as a matter of law.Ò As noted by the district court, the standards
for granting summary judgment are generally well defined. See Celotex Corp.
v. Catrett, Inc.,
477 U.S. 317, 91 L. Ed. 2d 265, 106 S. Ct. 2548 (1986); Anderson v. Liberty
Lobby, Inc., 477
U.S. 242, 91 L. Ed. 2d 202, 106 S. Ct. 2505 (1986).
In assessing a motion for
summary judgment, a court Ómust perform a dual inquiry into the genuineness and materiality of any purported factual issues.Ò Ross
v. Communications Satellite Corp., 759 F.2d 355, 364 (4th Cir. 1985). ÓAs to materiality,
the substantive law will identify which facts are material. Only disputes over
facts that might affect the outcome of the suit under the governing law will
properly {F.2d 883} preclude the entry of summary judgment. Factual disputes that are
irrelevant or unnecessary will not be counted.Ò Anderson, 477 U.S. at 248.
While Ógenuineness means that the evidence must create fair doubt; wholly
speculative assertions will not suffice.Ò Ross, 759 F.2d at 364; accord Goldberg
v. B. Green & Co., Inc., 836 F.2d 845, 848 (4th Cir. 1988); Felty v. Graves-Humphreys Co., 818 F.2d 1126, 1128 (4th Cir. 1987);
Ash v. United Parcel Service, Inc., 800 F.2d 409, 411-12 (4th Cir. 1986). Thus, upon
reviewing all evidence presented regarding any alleged genuine issue of
material fact:
the judge must ask
himself not whether he thinks the evidence unmistakably favored one side or the
other but whether a fair-minded jury could return a verdict for the [nonmovant]
on the evidence presented. The mere existence of a scintilla of evidence in
support of the [nonmovantÔs] position will be insufficient; it must be evidence
on which the jury could reasonably find for the nonmovant.
Anderson, 477 U.S. at 252.
Of course, however, when
examining the record the court must be ever mindful that all justifiable
inferences must be drawn in favor of the nonmoving party for Ócredibility
determinations, the weighing of evidence, and the drawing of legitimate inferences
from the facts are jury functions, not those of a judgeÒ. Anderson, 477 U.S. at 255. But where a
faithful examination of the record establishes that no genuine issue of
material fact exists, this Circuit has noted Óthe affirmative obligation of the
trial judge to prevent Õfactually unsupported claims and defensesÔ from
proceeding to trial.Ò Felty, 818 F.2d at 1128 (quoting Celotex Corp., 477 U.S. at 323-24).
Mindful of the above
noted standards applicable to the entry of summary judgment, we now turn to the
applicable substantive law. Inasmuch as the district courtÕs jurisdiction was
invoked on diversity of citizenship grounds, we must look to the substantive law
of the forum state to determine the merits of this action. Andes v. Versant
Corp., 878 F.2d 147,
150 (4th Cir. 1989); Wright, Miller & Cooper, Federal Practice and
Procedure: Jurisdiction ¤ 4473 (noting that while sound reasons exist in this
area of the law for the creation of federal law applicable to federal and state
courts alike, majority of federal courts sitting with diversity jurisdiction
refer questions regarding the effects of foreign judgments to the choice of law
principles followed by the state in which the court sits).
We note as a preliminary
matter that Óthe Full Faith and Credit Clause of Article IV ¤ 1 of the
Constitution of the United States does not apply to foreign judgments.Ò Andes, 878 F.2d at 149. The effect to be
given foreign judgments has therefore historically been determined by more
flexible principles of comity. The United States Supreme Court defined comity
in Hilton v. Guyot, 159 U.S. 113, 164, 40 L. Ed. 95, 16 S. Ct. 139 (1895), as the
recognition which one
nation allows within its territory to the legislative, executive, or judicial
acts of another nation, having due regard both to international duty and
convenience, and to the rights of its own citizens or of other persons who are
under the protections of its laws.
As noted previously,
however, Maryland has adopted the Uniform Foreign Money-Judgments Recognition
Act. The Act, which became effective in Maryland on June 1, 1963, Óapplies to a
foreign judgment5 that
is final, conclusive, and enforceable where rendered even though an appeal is
pending or it is subject to appeal.Ò ¤ 10-702. The Act does, however, provide a
number of grounds, some mandatory and others discretionary, for nonrecognition
which are listed in ¤ 10-704 as follows:
(a) A foreign judgment is
not conclusive if:
{F.2d 884} (1) The judgment was rendered under a
system which does not provide impartial tribunals or procedures compatible with
the requirements of due process of law;
(2) The foreign court did
not have personal jurisdiction over the defendant;6
(3) The foreign court did
not have jurisdiction over the subject matter; or
(4) The judgment was
obtained by fraud.
(b) A foreign judgment
need not be recognized if:
(1) The defendant in the
proceedings in the foreign court did not receive notice of the proceedings in
sufficient time to enable him to defend;
(2) The cause of action
on which the judgment is based is repugnant to the public policy of the
State;
(3) The judgment
conflicts with another final and conclusive judgment;
(4) The proceeding in the
foreign court was contrary to an agreement between the parties under which the
dispute was to be settled out of court;7 or
(5) In the case of
jurisdiction based only on service, the foreign court was a seriously
inconvenient forum for the trial of the action.
Section 10-703 of the Act
provides that:
Except as provided in ¤
10-704, a foreign judgment meeting the requirements of ¤ 10-702 is conclusive
between the parties to the extent that it grants or denies recovery of a sum of
money. The foreign judgment is enforceable in the same manner as the judgment
of a sister state which is entitled to full faith and credit.Ó (Emphasis
added).
The Maryland Court of
Special Appeals has stated that
the Uniform Foreign
Money-Judgments Recognition Act was intended to promote principles of
international comity by assuring foreign nations that their judgments would,
under certain well-defined circumstances, be given recognition by courts in
states which have adopted the Uniform Act. As reciprocity is generally an
important consideration in determining whether the courts of one country will
recognize the judgments of the courts of another . . . the certainty of
recognition of those judgments provided for by the Act will hopefully
facilitate recognition of similar United StatesÔ judgments abroad. . . . The
Act, therefore delineates a minimum of foreign judgments which must be recognized in jurisdictions which
have adopted the Act, and in no way constitutes a maximum limitation upon foreign judgments
which may be
given recognition apart from the Act.
Wolff v. Wolff, 40 Md. App. 168, 389 A.2d 413, 417
(1978), affÕd,
285 Md. 185, 401 A.2d 479 (1979); accord Bank of Montreal v. Kough, 430 F. Supp. 1243, 1249 (N.D.Cal.
1977), affÔd, 612
F.2d 467 (9th Cir. 1980) (Òthe purpose of the Uniform Act was to create greater
recognition of the stateÕs judgments in foreign nations . . . by informing the
foreign nations of particular situations in which their judgments would
definitely be recognizedÓ).
With this understanding
of the Act, we now turn to WardÔs first issue on appeal.
A.
Ward essentially raises
two arguments in support of his contention that the {F.2d 885} district court erred in ruling that
as a matter of law Maryland courts would not consider a post judgment
settlement in determining whether a foreign money judgment should be recognized
and enforced under the Maryland Uniform Foreign Money-Judgments Recognition
Act.
WardÕs first argument
raises the contention that those bases in the Act which are set forth as
grounds for nonrecognition should not be interpreted to be an exclusive list.
He then contends, alternatively, in his second argument that even if such list
is exclusive, the Act provides an explicit basis upon which the district court
should have refused to recognize and enforce the High Court judgment in light
of the post judgment settlement - the applicability requirement set forth in ¤
10-702 that the foreign judgment be Òfinal, conclusive and enforceable where
rendered.Ó
More specifically, as to
his first argument, Ward contends that the list of grounds for nonrecognition
set forth in the Act is meant to establish those factors relating to the nature
and character of the foreign proceedings which will either render the foreign
judgment nonconclusive or give the recognition court discretion to decline the
requested recognition and that such list was not meant to prohibit a party from
raising those grounds potentially common to every suit, such as a post judgment
settlement, which are not based on the foreign nature of the proceedings.
Furthermore, Ward alleges
in support of his first argument that the district courtÔs narrow construction
of the Act ignores the fundamental principle that comity does not require the
recognition of a foreign judgment which contravenes the public policy of the
state in which the recognition court sits. Ward specifically contends in this
vein that recognizing and enforcing the High Court judgment would be in direct
contravention of MarylandÕs strong public policy favoring the settlement of
lawsuits. See Welsh v. Gerber Products, 315 Md. 510, 555 A.2d 486, 493
(1989); David v. Warwell, 86 Md. App. 306, 309, 586 A.2d 775, 777 (1991).
Guinness responds to
WardÔs first argument by raising the statutory canon of construction that
Òwhere a statute expressly provides for certain exclusions, others should not
be inserted.Ó Pennsylvania Nat. Mutual Casualty Ins. Co. v. Gartelman, 288 Md. 151, 416 A.2d 734, 737
(1980). Because the Act carefully delineates several specific grounds for
nonrecognition, Guinness accordingly argues that the district court correctly
determined that any excluded ground, including a post judgment settlement, is
irrelevant to the question of whether the High Court judgment should be
recognized and enforced.
Unfortunately, neither
the partiesÕ research nor that of ours has uncovered a reported Maryland
decision specifically addressing the question of whether additional grounds for
nonrecognition other than those specifically provided by the Act may be
entertained by a recognition court. We do believe, however, that the Maryland
Court of Special AppealsÔ decision in Wolff provides some useful guidance as to
how the Maryland appellate courts would view the question. As noted above, the Wolff court stated that the purpose of the
Uniform Act is to achieve greater recognition of domestic judgments in foreign
countries, i.e., reciprocity, by providing those countries with notice of Òa minimum of [their] judgments which must be recognized in jurisdictions which
have adopted the Act.Ó Wolff, 389 A.2d at 417. It would certainly appear doubtful that this goal could
be accomplished if recognition courts were permitted to routinely expand the
bases for nonrecognition beyond those specifically enumerated in the Act. Thus,
we tend to believe that the Maryland appellate courts would at the very least
be extremely hesitant to entertain grounds for nonrecognition other than those
specifically provided in the Act, except perhaps in the most exceptional of
cases.
As to WardÕs argument
that such a narrow construction would ignore the legal principle that comity
does not require the recognition and enforcement of a foreign judgment which
violates the public policy of the recognition state, we note that the Maryland
Court of Appeals has stated that {F.2d 886} Òdeclarations of the public policy
of the State is normally the function of the legislative branch of government;
in discerning that policy, courts consider, as a primary source, stat tory . .
. provisions.Ó Jones v. Malinowski, 299 Md. 257, 273 n.4, 473 A.2d 429 (1984).
Thus, to the extent that the Maryland legislature would desire to elevate
MarylandÔs public policy in achieving recognition of domestic judgments by
foreign courts through the means of providing notice to foreign countries of a
minimum of their judgments which must be recognized by Maryland courts by
statutorily narrowing the grounds for nonrecognition of foreign judgments at
the expense of other policies of public concern, it would certainly appear
competent to do so.
Moreover, the Act does
provide a limited public policy exception in ¤ 10-704(b)(2) which provides that
a foreign judgment need not be recognized if Òthe cause of action on which the
judgment is based is repugnant to the public policy of the State.Ó Inasmuch as
causes of action based on breach of fiduciary duty are accepted and common in
the State of Maryland, it clearly appears that the cause of action brought by
Guinness against Ward in the High Court is not repugnant to MarylandÕs public
policy. Therefore, Ward cannot rely upon the limited public policy exception to
recognition provided in the Act and in our view cannot attempt to create a
broader one.
A review of the Maryland
Act as a whole, however, convinces us that the Maryland Court of Appeals would
hold that it was not the intent of the Maryland legislature in enacting the Act
to totally prohibit a foreign judgment debtor from raising a post judgment
settlement as a defense to a recognition and enforcement action brought by the
judgment creditor. More specifically, we conclude that two separate provisions
of the Act provide means for a judgment debtor to raise a post judgment
settlement, one of which is that provision raised by Ward in his second
argument.
As noted above, Ward
contends in his second argument that that portion of the applicability
provision of the Act, ¤ 10-702, which requires that the foreign judgment be
Òfinal, conclusive, and enforceable where renderedÓ enables him to raise the
post judgment settlement. Ward argues in this regard that the post judgment settlement
extinguished the High Court judgment by operation of the law governing
settlement agreements. Therefore, Ward argues that the High Court judgment was
no longer Òenforceable where renderedÓ at the time of the recognition and
enforcement proceedings.
The potential effect of a
post judgment settlement in extinguishing the judgment and cause of action upon
which such judgment was based has long been recognized in this country. See
County of Dakota v. Glidden, 113 U.S. 222, 225, 28 L. Ed. 981, 5 S. Ct. 428 (1885). More recently,
the Maryland Court of Appeals noted Òin Clark v. Elza, 286 Md. 208, 406 A.2d 922 (1979), .
. . that there are two somewhat similar, but legally distinct, methods by which
parties to an action can resolve their dispute through compromise. They may
enter into either a Ôsubstitute contractÕ or an Ôexecutory accord.ÕÓ Hauswald
Bakery v. Pantry Pride Enterprises, Inc., 78 Md. App. 495, 553 A.2d 1308, 1311 (1989).
The Clark Court, which was faced with Òthe
question of whether an executory oral agreement to settle a pending law suit
may be raised as a defense to prevent a plaintiff from pursuing his original
cause of action,Ó Clark, 286 Md. at 210, 406 A.2d at 923, further explained that
Òthe term Ôaccord
executoryÕ is and always has been used to mean an agreement for the future
discharge of an existing claim by a substituted performance. In order for an
agreement to fall within this definition, it is the promised performance that
is to discharge the existing claim, and not the promise to render such
performance. Conversely, all agreements for a future discharge by a substituted
performance are accords executory. It makes no difference whether or not the
existing claim is liquidated or unliquidated, undisputed or disputed, except as
these factors bear upon the sufficiency of the consideration for some {F.2d
887} promise in the
new agreement. It makes no difference whether or not a suit has already been
brought to enforce the original claim; or whether that claim arises out of an
alleged tort or contract or quasi-contract. . . .Ó [6 Corbin on Contracts ¤
1268 at 71 (1962)] . . . On the other hand, where the parties intend the new
agreement itself to constitute a substitute for the prior claim, then this
substituted contract immediately discharges the original claim. Under this
latter type of arrangement, since the original claim is fully extinguished at
the time the agreement is made, recovery may only be had upon the substituted
contract. . . .
It is often extremely
difficult to determine the factual question of whether the parties to a
compromise agreement intended to create an executory accord or a substituted
contract. However, unless the evidence demonstrates that the new agreement was
designed to be a substitute for the original cause of action, it is presumed
that the parties each intended to surrender their old rights and liabilities
only upon performance of the new agreement. In other words, unless there is
clear evidence to the contrary, an agreement to discharge a pre-existing claim
will be regarded as an executory accord. Porter v. Berwyn Fuel & Feed, 244 Md. 629, 639, 224 A.2d 662
(1966); 15 Williston on Contracts ¤ 1847 (3d ed. Jaeger 1972).
Clark, 286 Md. at 214, 406 A.2d at 925-26
(citations omitted).
The Clark Court specifically rejected those
cases holding that an executory accord is unenforceable and not a bar to a suit
on the prior claim, stating that
the modern view, and in
our judgment the better view, is summarized by 6 Corbin, supra, ¤ 1274, p. 104, as follows:
ÒAn accord executory does
not itself operate as a discharge of the previous claim, for the reason that it
is not so intended or agreed. In nearly every case, however, the parties intend
that the duty created by the previous transaction shall be suspended during the
period fixed for performance of the accord. As long as the debtor has committed
no breach of the accord, therefore, the creditor should be allowed to maintain
no action for the enforcement of the prior claim. His right of action should be
held to be suspended as the parties intended.Ó
This is also the position
adopted by the Restatement of Contracts, Vol. II, ¤ 417 (1932):
Ò¤ 417. AN ACCORD; ITS
EFFECT WHEN PERFORMED AND WHEN BROKEN.
Except as stated in ¤¤
142, 143 with reference to contracts for the benefit of third persons and as
stated in ¤ 418, the following rules are applicable to a contract to accept in
the future a stated performance in satisfaction of an existing contractual
duty, or a duty to make compensation:
(a) Such a contract does
not discharge the duty, but suspends the right to enforce it as long as there
has been neither a breach of the contract nor a justification for the creditor
in changing his position because of its prospective non-performance.
(b) If such a contract is
performed, the previously existing duty is discharged.
(c) If the debtor breaks
such a contract the creditor has alternative rights. He can enforce either the
original duty or the subsequent contract.
(d) If the creditor
breaks such a contract, the debtorÔs original duty is not discharged. The
debtor acquires a right of action for damages for the breach, and if specific
enforcement of the contract is practicable, he acquires an alternative right to
the specific enforcement thereof. If the contract is enforced specifically, his
original duty is discharged. . . .Ó
Thus, an executory accord
does not discharge the underlying claim until it is performed. Until there is a
breach of the accord or a justifiable change of position based upon prospective
non-performance, the original cause of action is suspended. As long as the
ÒdebtorÓ . . . neither breaches the accord nor provides a reasonable basis for
concluding that he will not perform, the ÒcreditorÓ . . . has {F.2d 888} no right to enforce the underlying
cause of action.
* * *
. . . it is logical to
hold that executory accords are enforceable. An executory accord is simply a
type of bilateral contract. As long as the basic requirements to form a
contract are present, there is no reason to treat such a settlement agreement
differently than other contracts which are binding. This is consistent with the
public policy dictating that courts should Òlook with favor upon the compromise
or settlement of law suits in the interest of efficient and economical
administration of justice and the lessening of friction and acrimony.Ó Chertkof
v. Harry C. Weiskittel Co., 251 Md. 544, 550, 248 A.2d 373, 377 (1968), cert.
denied, 394 U.S.
974, 89 S. Ct. 1467, 22 L. Ed. 2d 754 (1969).
Clark, 286 Md. at 215-219, 406 A.2d at
926-28.8
The Maryland Court of
Special Appeals in discussing the requirements for a valid accord and
satisfaction, i.e., an accord which has been performed or executed, has held
that
ÒAccord and satisfaction
is a method of discharging a contract or cause of action, whereby the parties
agree to give and accept something in settlement of the claim or demand of the
one against the other, and perform such agreement, the ÕaccordÔ being the
agreement, and the ÕsatisfactionÔ its execution or performance.Ó
Jacobs v. Atlantco
Ltd. Partnership, 36
Md. App. 335, 340-341, 373 A.2d 1255 (1977) (quoting 1 C.J.S., Accord and
Satisfaction, ¤
10).
The Maryland Court of
Special Appeals has further held that Òeven a judgment, which is an undisputed
liquidated claim, may be settled by means of an accord and satisfaction.Ó Barry
Properties, Inc. v. Blanton & McCleary, 71 Md. App. 280, 525 A.2d 248, 251, cert. denied, 310 Md. 490, 530 A.2d 272 (1987); accord
Air Power, Inc. v. Omega Equipment Corp., 54 Md. App. 534, 538-39, 459 A.2d 1120 (1983). Of
course, a claim which is liquidated and undisputed[, such as a judgment,] is
not discharged by acceptance of a lesser sum tendered in full settlement. . . .
This is so because Ò[a] mere agreement to accept less than the real debt would
be a nudum pactum.Ó
Geiser v. Kershner, 4 G. & J. 305, 310. ÒBut if in addition to the part payment there be
some other collateral consideration such as in law is sufficient to support a
contract, then the agreement to relinquish the residue is not a nudum
pactum.Ó Prudential
Ins. Co. v. Cottingham, 103 Md. 319, 63 A. 359 (1906).
It is equally well
settled, however, that even in the case of a liquidated claim, Òan acceptance
of part of the amount in satisfaction of the whole will bar a recovery of the
remainder if the settlement is supported by some consideration additional or
collateral to the partial payment. ÕAnything which would be a burden or
inconvenience to the one party or a possible benefit to the otherÔ may
constitute such a consideration; . . . and the compromise of a disputed claim
is a familiar and favored basis for an accord and satisfaction.Ó (Citations
omitted.) Scheffenacker v. Hoopes, 113 Md. 111, 115, 77 A. 130 (1910).
Air Power, 459 A.2d at 1122-23 (citations
omitted).
To the extent that a
judgment debtor could establish that a foreign judgment would no longer be
enforceable where rendered due to a post judgment settlement we agree that the
Act by its very terms would not be applicable to the judgment. Accordingly, we
believe that a judgment debtor may appropriately raise a post judgment
settlement in this manner as a defense to the recognition and enforcement of a
foreign money judgment under the Maryland Act. We stress, however, that in
determining the effect of a post judgment {F.2d 889} settlement on the continued
enforceability of the judgment the Òwhere renderedÓ language of this provision
would appear to require a recognition court to focus on the law of the
rendering country in making such determination. Thus, if an appropriate court
of the rendering country has not addressed the issue of whether the judgment is
still enforceable under its law, the recognition court would need to examine
and apply the law of the foreign country in this regard.
The other provision of
the Uniform Recognition Act which we believe permits a foreign judgment debtor
to raise a post judgment settlement as a defense is that portion of ¤ 10-703
which provides that a Òforeign judgment is enforceable in the same manner as
the judgment of a sister state which is entitled to full faith and credit.Ó
While this provision could perhaps be narrowly construed to only state that
those same enforcement remedies and procedures available for sister state
judgments shall be used to enforce foreign money-judgments which are entitled
to recognition, we believe in light of the statutory language taken as a whole
and the Maryland law existing at the time of the statuteÕs enactment, that the
most reasonable interpretation of the provision not only encompasses the above
stated narrow procedural aspects but also indicates that a foreign money
judgment entitled to recognition is only enforceable to the same extent that a
sister state judgment entitled to full faith and credit would be under the same
circumstances. Thus, we believe that any defenses and counterclaims which could
be raised regarding the judgmentÔs enforcement, as opposed to its recognition,
if the judgment was that of a sister state and entitled to full faith and
credit may also be raised against the enforcement of the foreign judgment.
Accordingly, we find that a foreign judgment debtor may raise a post judgment
settlement under ¤ 10-703 as a defense not to the recognition of the judgment but
rather to its enforcement or degree thereof.9
Maryland courts have
recognized that Òquestions of whether a court should recognize a foreign
decree, and whether it should go further and use equitable remedies to enforce
a decree once recognized are, of course, two separate and distinct lines of
inquiry.Ó Wolff, 389 A.2d at 415 n.3. And while the Uniform Recognition Act
provides a basis in law for enforcing foreign money judgments which are
entitled to recognition thereunder, nowhere does the Act dictate that where
such a judgment is entitled to recognition it must automatically and
unconditionally be enforced. Thus, we believe Maryland courts would continue to
acknowledge that under the Act questions of whether a judgment should be
recognized are distinct and separate inquiries from those concerning whether
such a judgment once recognized is entitled to enforcement.10
{F.2d 890} In Coane v. Girard Trust Co., 182
Md. 577, 583, 35 A.2d 449, 452 (1944), the Maryland Court of Appeals was
confronted with an action on a Pennsylvania judgment entitled to full faith and
credit and noted that
[a] defendant in an
action based on a judgment against him may file a special plea setting up the
defense of complete or partial release, or payments made since the rendition of
the judgment. 2 Poe, Pleading and Practice, sec. 404C; 3 Freeman on
Judgments, 5th
Edition, sec. 1461; Dyal v. Dyal, 65 Ga. App. 359, 16 S.E.2d 53 (1941).
Consistent with the Coane CourtÕs ruling, the Maryland Court
of Special Appeals has more recently noted that a judgment debtor seeking to
enforce a post judgment accord and satisfaction need not bring a separate
contract action but rather can raise such settlement in the action to enforce
the judgment. The Court concluded that such a procedure was consistent with
Maryland Rules of Procedure which permitted a judgment debtor to establish by
motion that a judgment has been satisfied. Moreover, the Court held that a
judgment debtor may so attempt to show that the judgment has been satisfied in
either the court in which proceedings to enforce the judgment are pending or in
the court which rendered the judgment. Barry Properties, 525 A.2d at 253-54.
While it is true as
contended by Guinness that the Barry Properties case did not deal explicitly with a
foreign money judgment sought to be recognized and enforced under the Uniform
Recognition Act, it is also true that such case in no way suggests that its
reasoning is solely limited to Maryland judgments. Moreover, as noted above,
the rationale of Barry Properties appears to be consistent with that in Coane which did involve a sister state
judgment entitled to full faith and credit. Inasmuch as a foreign money
judgment entitled to recognition under the Act is enforceable in the same
manner as a sister state judgment entitled to full faith and credit, we see no
persuasive reason to conclude that the Coane and Barry Properties cases, and the rationale expressed
therein, are irrelevant to our present determination.
We believe that this
conclusion is further buttressed by MarylandÔs adoption of the Uniform
Enforcement of Foreign Judgments Act, Md. Code Ann., Courts and Jud. Proc.
Art., ¤ 11-801 et seq., which became effective in Maryland on July 1, 1987. See Weiner v.
Blue Cross of Maryland, Inc., 730 F. Supp. 674, 677 (D.Md. 1990), affÕd, 925 F.2d 81 (4th Cir.), cert.
denied, 116 L. Ed.
2d 43, 112 S. Ct. 69 (1991). The Uniform Enforcement Act was generally adopted
to streamline and make uniform among the those states adopting it the procedure
for enforcing foreign judgments. In Weiner, then District Judge Niemeyer noted
that
under the common law, the
procedure to enforce the judgment of one jurisdiction in another required the
filing of a new suit in the second jurisdiction to enforce the judgment of the
first. The suit on the judgment was an independent action . . . .
* * *
{F.2d 891} When originally written, the Uniform
Enforcement of Foreign Judgments Act was not intended to alter the rights of
debtors vis-#B0#a-vis their judgment creditors. As stated in the CommissionerÔs
Prefatory Note to the Uniform Enforcement of Foreign Judgments Act of 1948, ÒBy
this act procedure is made available under which the judgment creditor can
effectively obtain relief and at the same time adequate protection is given
the judgment debtor to present any defense that can now be interposed to an
action on such judgment. Ó 9A U.L.A. at 474 (1965) (emphasis supplied). It would thus appear that
the Act was designed as a facilitating device. . . .
When the Uniform
Enforcement Act was revised in 1964, the procedure was modified to parallel
that established by 28 U.S.C. ¤ 1963, which allows a prevailing party to
enforce a federal district court judgment by registering it in another federal
district. See
CommissionerÕs Prefatory Note 9A U.L.A. at 486-87 (1965). . . .
* * *
While the Uniform
Enforcement Act eliminates the need for filing of a complaint and following
other procedures, it does not purport to alter any substantive rights or
defenses that otherwise would be available either to the judgment creditor or
the judgment debtor if suit were filed to enforce that foreign judgment. . .
.
Id. at 676-77 (citations omitted).
¤ 11-802(a) of the
Uniform Enforcement Act addresses the proper procedure and location for the
filing of a foreign judgment. ¤ 11802(b) then discusses the effect of a
properly filed foreign judgment stating that Ò[a] filed foreign judgment has
the same effect and is subject to the same procedures, defenses, and
proceedings for reopening, vacating, staying, enforcing, or satisfying as a
judgment of the court in which it is filed. Ó (Emphasis added).
It should be noted that
the Uniform Enforcement Act defines Òforeign judgmentÓ differently than does
the Uniform Recognition Act. ¤ 11-801 of the Uniform Enforcement Act provides
that a ÒÔforeign judgmentÕ means a judgment, decree, or order of a court of the
United States or of any other court that is entitled to full faith and credit
in this State.Ó As noted previously, the full faith and credit clause of the
United States Constitution does not apply to the judgments of a foreign
country. Andes,
878 F.2d at 149. Accordingly, based on this factor a number of courts in other
jurisdictions adopting the Uniform Enforcement Act have held that the Act does
not apply to foreign country judgments as opposed to sister state or federal
court judgments. See Multibanco Comermex, S.A. v. Gonzalez, 129 Ariz. 321, 630 P.2d 1053 (1981); Medical Arts
Building Limited v. Eralp, 290 N.W.2d 241, 246 (N.D. 1980); Biel v. Boehm, 94 Misc. 2d 946, 406 N.Y.S.2d 231,
233 (N.Y.Sup.Ct. 1978).
Unfortunately, there
appears to be no reported Maryland case discussing whether the Maryland Uniform
Enforcement Act applies to foreign country judgments. Accordingly, if a
determination of this issue was necessary to this appeal we would be faced with
the task of faithfully predicting how the highest court of Maryland would
decide the issue. In that event, had Maryland not adopted the Uniform Recognition
Act, we would certainly agree that under Maryland law the Uniform Enforcement
Act is inapplicable to a judgment of a foreign country. However, Maryland has
adopted the Uniform Recognition Act, and, as noted above, such Act provides
that a judgment of a foreign country which is entitled to recognition is
enforceable in the same manner as a sister state judgment entitled to full
faith and credit. Inasmuch as Maryland has adopted the Uniform Enforcement Act
to provide the manner in which a sister state judgment is enforceable, we see
no persuasive reason to conclude that the Uniform Enforcement Act is not
applicable to a foreign country judgment once such judgment has been found to
be entitled to recognition under the Uniform Recognition Act.
In such instance, the two
Acts, or at least relevant portions thereof, would appear to be complementary
rather than mutually {F.2d 892} exclusive. See Hennessy v. Marshall, 682 S.W.2d 340
(Tex.Ct.App. 1984). Moreover, the CommissionerÔs Comment following Section 3 of
the Uniform Recognition of Foreign Money-Judgments Act11 provides that Òthe method of
enforcement will be that of the Uniform Enforcement of Foreign Judgments Act of
1948 in a state having enacted that ActÓ and accordingly would appear to
establish that this position is at least consistent with the understanding of
the Commissioner of the Uniform Recognition Act. Uniform Foreign Money
Judgments Recognition Act, 13 U.L.A. 261, 265 (1986); Accord Von Mehren & Patterson, Recognition
and Enforcement of Foreign Country Judgments in the United States, 6 Law & Policy in International
Business 37, 72-73 (1974).
We need not, however,
conclusively determine this issue nor the corollary issue of whether Guinness
erred in failing to seek enforcement of the High Court judgment under
MarylandÕs adoption of the Uniform Enforcement Act for MarylandÔs Uniform
Enforcement Act provides in ¤ 11-805(b) that a Òjudgment creditor retains the
right to bring an action to enforce a judgment instead of proceeding under this
subtitle.Ó Nonetheless, we believe that in regard to our analysis set forth
above concerning WardÕs second argument, the language of ¤ 11-805(b) of the
Uniform Enforcement Act when it is remembered that the Act was designed merely
as a facilitating device and was not intended to alter any substantive rights
or defenses which would otherwise be available to a judgment creditor or
judgment debtor in an action for enforcement of a foreign judgment, supports
our conclusion that any defenses ordinarily available to the enforcement of a
Maryland judgment, see Barry, supra, and
accordingly a sister state judgment which is entitled to full faith and credit,
see Coane, supra, is also available to the enforcement
of a foreign country judgment which is entitled to recognition under the
Uniform Recognition Act and thus enforceable in the same manner as a sister
state judgment which is entitled to full faith and credit pursuant to ¤
10-703.
Accordingly, to the
extent that the district court concluded as a matter of law that a judgment
debtor cannot raise a post judgment settlement under MarylandÔs Uniform
Recognition Act as a defense or counterclaim to the recognition andor
enforcement of a foreign money judgment because such a ground is not one of the
express bases listed in ¤ 10-704 of the Act as grounds for nonrecognition, we
believe it erred in ignoring the possible applicability of the above-quoted
sections.
Upon examining the record
before us, it appears that while noting that the parties had definitely engaged
in settlement negotiations in the case sub judice and in fact had entered into a
tentative letter agreement, in light of its holdings that Ward could not raise
such a settlement under the Uniform Recognition Act and was furthermore barred
by res judicata
from doing so, the district court never decided whether the parties had ever
reached a binding settlement agreement, whether it be a substitute contract,
executory accord or accord and satisfaction,12 written or oral. A review of the record
indicates that it is not sufficiently developed in this regard for this Court
to determine the issue.
Evidence regarding many
necessary factual details is absent from the record, not the least of which is
information as to the location where a binding settlement {F.2d 893} was allegedly reached.13 Nor is it apparent from the record
whether any party discussed before the district court the effect of a post
judgment settlement on the underlying judgment under English law. As noted
above, inasmuch as ¤ 10-702 contains the language Òwhere rendered,Ó this
question would appear to be critical to a determination of WardÕs claim that
the High Court judgment is not entitled to either recognition or enforcement
under the Uniform Recognition Act because it is no longer enforceable where
rendered.
Thus, if this were the
sole issue on appeal regarding the right of Ward to raise the alleged post
judgment settlement as a defense and counterclaim to GuinnessÔ action seeking
recognition and enforcement of the High Court judgment, there would be a basis
upon which to remand the case to the district court for further proceedings.
However, we now turn to WardÕs second and related issue on appeal which we
believe is dispositive of WardÔs right to raise the post judgment
settlement.
B.
The district court
concluded that Ward was barred by the doctrine of res judicata14 from raising the alleged post judgment
settlement both as a defense and counterclaim because he could have raised such
settlement in the British courts. The district court concluded that part of its
August 24, 1990, order addressing WardÕs contentions regarding the post
judgment settlement by stating that
the purpose of the
Maryland Uniform Foreign Money-Judgment Act is to facilitate recognition of
foreign judgments. To permit parties to relitigate the merits of the foreign
proceeding would completely contravene the purpose of the Act. The Court finds
that the issues which Ward raises regarding the alleged agreement are the type
of issues which should not be litigated in the recognition court, but rather
should have been addressed to the court rendering the decision on the merits.
WardÔs proposed collateral attack on the British judgment is precisely the type
of relitigation of the foreign judgment the Act was intended to prevent.
Accordingly, the Court must decline to deny summary judgment on the basis on
[sic] the alleged settlement.
The district court
reiterated a portion of the above quote in its October 2, 1990, order granting
summary judgment for Guinness on WardÕs counterclaim and then stated that Ò[a]
matter is res judicata if it was or could have been brought in a prior
litigation. This CourtÔs August 24 Order leads clearly to the conclusion that
WardÕs counterclaim should have been brought in the prior proceeding.Ó
We disagree with the
district courtÔs application of the doctrine of res judicata to the case sub judice for the following reasons.
In addressing principles
of estoppel by judgment, the United States Supreme Court has stated that
simply put, the doctrine
of res judicata provides that when a final judgment has been entered on the
merits of a case, Òit is a finality as to the claim or demand in controversy,
concluding parties and those in privity with them, not only as to every matter
which was offered {F.2d 894} and received to sustain or defeat the claim or demand, but as to any
other admissible matter which might have been offered for that purpose.Ó Cromwell
v. County of Sac, 94 U.S. 351, 352, 24 L. Ed. 195 (1877). The final Òjudgment
puts an end to the cause of action, which cannot again be brought into
litigation between the parties upon any ground whatever.Ó Commissioner v.
Sunnen, 333 U.S.
591, 597, 68 S. Ct. 715, 719, 92 L. Ed. 898, 77 U.S.P.Q. (BNA) 29 (1948). See
Chicot County Drainage District v. Baxter State Bank, 308 U.S. 371, 375, 378, 60 S. Ct.
317, 319, 320, 84 L. Ed. 329 (1940).
Nevada v. United
States, 463 U.S.
110, 129-30, 77 L. Ed. 2d 509, 103 S. Ct. 2906 (1983) (footnote omitted); accord
Allen v. McCurry,
449 U.S. 90, 94, 66 L. Ed. 2d 308, 101 S. Ct. 411 (1980); Federal Deposit
Ins. Corp. v. Jones,
846 F.2d 221, 234-35 (4th Cir. 1988); Kenny v. Quigg, 820 F.2d 665, 669 (4th Cir. 1987); Welsh, 555 A.2d at 489; MPC, Inc. v.
Kenny, 279 Md. 29,
32, 367 A.2d 486 (1977); Alvey v. Alvey, 225 Md. 386, 390, 171 A.2d 92 (1961).
English Courts have long
subscribed to a similar definition of res judicata, noting that
the plea of res
judicata applies,
except in special cases, not only to points upon which the Court was actually
required by the parties to form an opinion and pronounce a judgment, but to
every point which properly belonged to the subject of the litigation, and which
the parties, exercising reasonable diligence, might have brought forward at the
time.
Henderson v.
Henderson, 3 Hare
100, 115 (1843);15 see
Bank of Montreal v. Kough, 612 F.2d 467, 472 (9th Cir. 1980).
It appears clear in this
case, however, that Ward could not have raised the alleged settlement agreement
before the High Court prior to its entry of judgment for such agreement did not
occur until after the judgment had been entered. This Circuit has noted
that
. . . a prior judgment
Òcannot be given the effect of extinguishing claims which did not even exist
and which could not possibly have been sued upon in the previous case.Ó Lawlor
v. National Screen Service Corp., 349 U.S. 322, 328, 75 S. Ct. 865, 868, 99 L. Ed. 1122
(1955); see also Harnett [v. Billman], 800 F.2d [1308] at 1313 [4th Cir. 1986), cert.
denied, U.S. , 107 S. Ct. 1571, 94 L. Ed. 2d 763 (1987)] (existence of present claim
at time of prior suit is determinative for res judicata purposes).
Kenny, 820 F.2d at 669. Clearly, WardÕs
attempt to enforce an alleged post judgment settlement is an entirely different
cause of action from that asserted by Guinness against Ward in the High Court
for alleged breach of fiduciary duty and could not have been raised as a
defense or counterclaim to GuinnessÔ action in that regard because it did not
exist prior to the entry of final judgment on that claim. See id.16
{F.2d 895} As stated by the United States
Supreme Court in Milwaukee County v. M. E. White Co., 296 U.S. 268, 275, 80
L. Ed. 220, 56 S. Ct. 229 (1935), Ò[a] cause of action on a judgment is
different from that upon which the judgment was entered.Ó Accord Huron Holding
Corp. v. Lincoln Mine Operating Co., 312 U.S. 183, 194, 85 L. Ed. 725, 61 S. Ct. 513 (1941).
The Court then noted that
. . . in a suit upon a
money judgment for a civil cause of action, the validity of the claim upon
which it was founded is not open to inquiry, whatever its genesis. Regardless
of the nature of the right which gave rise to it, the judgment is an obligation
to pay money in the nature of a debt upon a specialty. Recovery upon it can be
resisted only on the grounds . . . that it has ceased to be obligatory
because of payment or other discharge. . . .
Milwaukee County, 296 U.S. at 275 (citations omitted)
(emphasis added); accord Sun First Nat. Bank v. Gainesville, 75 LTD., 155 Ga. App. 70, 270 S.E.2d 293, 296
(1980); Bahr v. Bahr, 85 S.D. 240, 180 N.W.2d 465, 467 (S.D. 1970); Crescent Hat Co. v.
Chizik, 223 N.C.
371, 26 S.E.2d 871, 872 (1943).
We believe that the
factors in this case which have caused confusion among the parties and the
district court are the pendency of WardÕs appeal before the British Court of
Appeal at the time the alleged settlement was reached and his subsequent
decisions to continue his appeal when Guinness breached the alleged settlement
agreement and to not inform the British appellate courts of such settlement. We
believe that these factors when combined do indeed lead to Ward being estopped
or precluded from raising the alleged settlement agreement in this litigation
but we do not believe that they technically do so on res judicata grounds.
In attempting to show why
we reach this conclusion we note our initial belief that had Ward completed his
unsuccessful appeals through the British appellate system, or had his time to
appeal the High Court judgment run without his ever doing so, before the parties
ever reached a binding settlement agreement there could certainly be no
argument that res judicata would bar him from asserting the alleged post judgment settlement as a
defense andor counterclaim17
to a subsequent attempt by Guinness to have the judgment recognized and
enforced in Maryland. Clearly, under this set of facts WardÔs attempt to raise
the post judgment settlement would not be a collateral attack on the High Court
judgment. As noted by the Maryland Court of Special Appeals in Barry
Properties, such an
attempt
. . . does not constitute
a prohibited collateral attack on the judgment. A collateral attack on a
judgment is Òan attempt to impeach the judgment by matters dehors the record. .
. to avoid, defeat, or evade it or deny its force and effect, in some
incidental proceeding not provided by law for the purpose of attacking it.Ó Klein
v. Whitehead, 40 Md.
App. 1, 20-21, 389 A.2d 374 (1978). See Board v. Baden Volunteer Fire Dept., 257 Md. 666, 670-71, 264 A.2d 844
(1970). The validity of the confessed judgment has never been assailed in those
proceedings. Appellant merely seeks to have it declared satisfied. The
proceedings, therefore, are in recognition of the judgment. See Rehm v.
Fishman, 395 S.W.2d
251, 256 (Mo. 1965).
{F.2d 896} Barry Properties, 525 A.2d at 254.18
We now turn to the
question of whether WardÕs attempt to raise the post judgment settlement
becomes a prohibited collateral attack due to the fact of his pending appeal in
the British system. Our research reveals that a post judgment settlement of the
litigantsÔ relevant disputes reached during the pendency of an appeal will
generally result in at least the dismissal of the appeal. Where a post judgment
settlement truly renders the partiesÕ disputes moot, this Circuit as well as
Maryland State appellate courts have not hesitated to not only dismiss the
partiesÔ appeal but also have vacated the judgment on appeal and remanded the
case with instructions for the trial court to dismiss the case. See Kennedy
v. Block, 784 F.2d 1220,
1222-24 (4th Cir. 1986) (This Court noting that Òthe Constitution authorizes
federal courts to hear cases and controversies, U.S. Const. art. III, ¤ 2, and
by that limitation forbids the consideration by federal courts of matters that
have become moot. Powell v. McCormack, 395 U.S. 486, 496 n. 7, 89 S. Ct. 1944, 1950 n. 7, 23
L. Ed. 2d 491 (1969). Õ[A] case is moot when the issues presented are no longer
ÓliveÒ or the parties lack a legally cognizable interest in the outcome.Ô Id. at 496, 89 S. Ct. at 1951.Ó); Area
Development Corp. v. Free State Plaza, Inc., 254 Md. 269, 254 A.2d 355 (1969) (Maryland Court of
Appeals holding that a post judgment settlement rendered the case moot); Lloyd
v. Board of Supervisors of Elections, 206 Md. 36, 111 A.2d 379, 381 (1954) (Maryland Court of
Appeals holding that question of mootness is generally based in Maryland on
rule of decision that courts generally Ò. . . do not sit to decide abstract
questions of law,Ó as opposed to being based on constitutional principles); see
also Federal Data Corp. v. SMS Data Products Group, Inc., 819 F.2d 277 (Fed.Cir. 1987); Nestle
Co., Inc. v. ChesterÕs Market, Inc., 756 F.2d 280, 225 U.S.P.Q. (BNA) 537 (2d Cir. 1985). In
such a case, the vacated judgment generally has no res judicata effect. Wright, Miller & Cooper,
Federal Practice and Procedure: Jurisdiction ¤¤ 3533.10 and 4433.
Other courts routinely
dismiss the appeal but refuse to vacate the underlying judgment. For instance,
the Seventh Circuit has held that
[a] settlement while the
case is on appeal is a reason why the losing party no longer wants the judgment
reversed. The case is neither more nor less moot than it would be if the loser
were satisfied with the judgment and complied without appealing. Cf. CFTC v.
Chicago Board of Trade, 701 F.2d 653, 657 (7th Cir. 1983). Compliance does not require the
judgment to be set aside; compliance in part (the upshot of a settlement)
should not be treated differently. . .. [ United States v.] Munsingwear [, 340 U.S. 36, 71 S. Ct. 104, 95 L.
Ed. 36 (1950)] holds that the judgment in a moot case should be vacated to
relieve the parties of collateral consequences when they were unable to obtain
appellate review. [In the case of a post judgment settlement pending appeal, appellants
are] not disabled from obtaining review; they have simply chosen, for reasons
they deem sufficient, to forego the entitlement they possess.
Matter of Memorial
Hosp. of Iowa County, Inc., 862 F.2d 1299, 1301 (7th Cir. 1988). The Seventh Circuit also concluded
in Memorial Hosp.
that lower court decisions as public acts of public officials are not the
partiesÔ property and therefore may not properly be used as bargaining chips in
the process of settlement. Rather, the Seventh Circuit stated that if parties
desire to avoid the potential stare decisis and preclusive effects of such
judgments they need only settle before such decisions are rendered. Id. at 1302. More flexible approaches,
however, have been adopted by a number of courts. An example of one of these
approaches is found in the Ninth Circuit which, when {F.2d 897} confronted with the post judgment
settlement, dismisses the appeal and remands the case to the lower court to
determine whether its judgment should be vacated by balancing the various
equities and hardships presented. See National Union Fire Ins. Co. v.
Seafirst Corp., 891
F.2d 762, 765-69 (9th Cir. 1989).
As noted previously, the
parties have not specifically discussed the effect under British law of a post
judgment settlement on the underlying judgment. We note, however, that such a
settlement will apparently at least normally result in the dismissal of the
appeal. See National Benzole Co., LTD. v. Gooch [1961] 3 All E.R. 1097; HalsburyÕs
Laws of England (4th Edition) volume 37, paragraph 692. In fact, as early as
1914, the British Court of Appeal via Lord Cozens Hardy MR held that ÒI wish it
to be clearly understood that when a case is settled it is the duty of the
solicitors to inform the court forthwith.Ó Wheatley v. Lumley Brick LTD [1914] WN 346 (the case had been
stood over for settlement and when the hearing date arrived no one appeared on
either side).
This case, of course,
presents the additional factor of the parties not agreeing as to whether a
binding settlement was ever reached. As correctly noted by Ward, American
appellate courts are courts of limited jurisdiction and are normally bound by
the record before them.
Accordingly, unless
otherwise expressly provided such as by statute, such courts do not act as trial
courts and will not normally litigate new matters. See also Commissioners of
Vienna v. Phillips Packing Co., Inc., 207 Md. 12, 113 A.2d 89, 92 (1955); HalsburyÔs Laws of
England (4th Edition) volume 37, paragraphs 677 and 693. This, of course,
however, does not mean that a party may not present evidence to an appellate
court concerning a post judgment settlement, such as a signed settlement
agreement, for the United States Supreme Court has long held that appellate
courts are Ò. . . compelled, as all courts are, to receive evidence dehors the
record affecting their proceeding in a case before them on error or appeal.Ó Glidden, 113 U.S. at 225; see HalsburyÕs Laws of England (4th
Edition) volume 37, paragraph 693.
Where the existence or
validity of such a settlement, however, is legitimately contested by one of the
parties, appellate courts, of course, will not normally act as a court of
original jurisdiction and litigate the matter. Rather the appropriate course in
such an instance would appear to be that of continuing or staying the appeal so
that a competent court may decide the issue. See Board of Liquidation v.
Louisville & N. R. Co., 109 U.S. 221, 226-27, 27 L. Ed. 916, 3 S. Ct. 144 (1883); Glidden, 113 U.S. at 226-27. This approach
appears to be consistent with that taken by British appellate courts. See
National Benzole 3
All E.R. at 1099 (ÒIf this had been a case where the defendant could have
advanced that he wished to impeach that agreement on some recognized grounds,
this court might have thought some steps could be taken to leave open the
appeal until that matter had been adjudicated on . . .Ó); Lees v. Motor
InsurersÔ Bureau
[1953] 1 WLR 620, 97 Sol Jo 298, CA (British Court of Appeal noting that the
proper order to enter where the parties had reached a post judgment settlement
would be one staying the appeal pending enforcement of the agreement);
HalsburyÕs Laws of England, (4th edition) volume 37 (3), paragraphs 4128 and
4129.
It appears clear from the
willingness of appellate courts to continue and stay appeals so that the
existence and validity of post judgment settlements may be litigated, that such
litigation is not barred by the underlying judgment. Rather as stressed above
litigation to establish the validity and existence of a post judgment
settlement is based on a separate cause of action from that decided by the
judgment and does not involve an attempt by the parties to relitigate matters
which were or could have been decided in the prior proceeding. The fact that
the existence of such a settlement may affect the judgment and its continuing
effect does not change the reality that such settlement is based on a separate
cause of action which could not {F.2d 898} have been litigated prior to judgment because of
its nonexistence.
As noted previously, the
Maryland Court of Special Appeals held in Barry Properties that a judgment
debtor may raise an alleged accord and satisfaction to establish that a
judgment has been satisfied andor rendered unenforceable in either the
rendering court or the enforcing court. It does not appear that the Barry
Properties Court was
faced with a situation where a pending appeal concerning the merits of the
judgment existed in the rendering system. However, it is both the majority
position among the federal courts and the position adopted by ¤ 10-702 of the
Maryland Uniform Recognition Act that the existence of a pending appeal does
not render a judgment unenforceable nor suspend its preclusive effects absent a
party obtaining a stay from either the rendering or enforcing court. See Wright, Miller & Cooper, Federal
Practice and Procedure: Jurisdiction ¤ 4433; see also HalsburyÔs Laws of England (4th
Edition) volume 37, paragraph 699. And while an appellate court faced with the
task of deciding a direct appeal on the merits of a judgment and contemplating
continuing or staying such appeal for purposes of permitting litigation
concerning the existence or validity of an alleged post judgment settlement may
certainly have an interest concerning where and when such litigation is
conducted, the affect of this interest on the propriety of the enforcing court
litigating the issue would appear to rest more appropriately on principles of
comity and the orderly administration of justice recognized by the enforcing
court than on the doctrine of res judicata.
Whether conducted in
English courts or the district court, the litigation of whether a post judgment
settlement exists which should be enforced would not have involved a
relitigation of issues decided by the High Court or otherwise consisted of an
attack on the correctness or validity of the High Court judgment. See Andes, 878 F.2d at 149 (ÒHere, no one seeks
to relitigate the bankÕs claims against Versant or to inquire into anything
actually adjudged by the English Court.Ó). Thus, GuinnessÔ argument that
procedures existed in England for Ward to attempt to stay or enjoin enforcement
of the judgment pending litigation in the High Court, or another appropriate
body, concerning the settlementÕs existence or validity does not convince us
that Ward is now barred by the doctrine of res judicata due to his failure to utilize those
procedures. Accordingly, we believe that the district court erred in concluding
that Ward was barred from raising the alleged post judgment settlement as a
defense and counterclaim by the doctrine of res judicata.
With the above discussion
in mind, however, we believe that the more appropriate ground for WardÔs
estoppel or preclusion becomes apparent. There is no dispute in this case that
Ward was to dismiss his appeal in light of the settlement. See Wood v. Virginia
Hauling Co., 528
F.2d 423, 425 (4th Cir. 1975) (ÒA settlement agreement by definition should end
litigation.Ó); Wright, Miller & Cooper, Federal Practice and Procedure:
Jurisdiction ¤¤ 3533.2 and 3533.10. Ward contends that he continued his appeal
through the British appellate courts once Guinness breached the settlement for
the purpose of mitigating his damages. The requirement that a party mitigate
his damages is a fundamental principle of contract law which needs no
discussion here. However, we are not here dealing with an ordinary contract
action where only the equities concerning the contracting parties or their
beneficiaries are involved. Rather, a third party of eminent concern is
involved here - an appellate court with limited jurisdiction and powers of
review.
Had a settlement been
found to exist in this case it appears clear that no dispute would have
remained for the exercise of appellate power. By failing to notify the British
appellate courts of the alleged settlement so that they could determine what
action on their part was appropriate, such as continuing or staying the appeal,
we believe that Ward acted inconsistently in such a degree and manner to offend
the judicial process and properly preclude him from now raising the alleged post
judgment settlement.
{F.2d 899} That an estoppel can arise because of
a prior inconsistent claim or position taken in a judicial proceeding is clear.
A party cannot have its cake and eat it too. Although there are several species
of estoppel, the court is here dealing with what is generally known as judicial
estoppel or the doctrine of preclusion against inconsistent positions. This
type of estoppel protects interests different from those protected by equitable
estoppel, the type referred to in 31 C. J.S. Estoppel ¤ 117a (1964), . . . .
Equitable estoppel is designed to protect any adversary who may be prejudiced
by the attempted change of position. On the other hand, judicial estoppel, or
preclusion against inconsistent positions, is designed to protect the integrity
of the courts and the judicial process.
An exposition of the
modern doctrine of judicial estoppel based upon preclusion against inconsistent
positions is found in 1B Moore, Federal Practice, ¤ 0.405[8], at 765-768 (2d
ed. 1971) as follows:
ÒEven where the facts
will not permit the application of res judicata, collateral estoppel, or the
election rule against inconsistent remedies, a party may be precluded by a
prior position taken in litigation from later adopting an inconsistent position
in the course of a judicial proceeding. Though the preclusion doctrine is
sometimes referred to as Ójudicial estoppelÒ or Óestoppel by oath,Ò and though
it is frequently expressed in language sounding of estoppel in pais, numerous
cases illustrate the existence of a doctrine forbidding inconsistent positions,
usually as to facts, which operates independently of equitable estoppel.
Many cases forbidding
inconsistent positions in judicial proceedings may be grouped conveniently into
two classes: those where a party seeks to contradict his own sworn statements
made in prior litigation in which he was a party or a witness; and those where
the prior inconsistent position was not taken under oath. . . . Both types of
preclusion seem to fall, generically, within a universal judicial reluctance to
permit litigants to Õplay fast and looseÔ with courts of justice according to
the vicissitudes of self-interest.
* * *
The preclusion rule has
been held to operate regardless of whether the prior inconsistent position was
successfully maintained; and irrespective of reliance by, or prejudice to, the
party invoking it. Strangers, as well as parties to the proceeding in which the
prior inconsistent position was taken, may take advantage of the preclusion.
(Citations omitted.)
Duplan Corp. v.
Deering Milliken, Inc., 397 F. Supp. 1146, 1177-78, 184 U.S.P.Q. (BNA) 775
(D.S.C. 1975); Accord Federal Deposit, 846 F.2d at 234; Allen v. Zurich Ins. Co., 667 F.2d 1162, 1166-67 (4th Cir.
1982);19 United
Virginia BankSeaboard National v. B. F. Saul Real Estate Investment Trust, 641 F.2d 185, 190 (4th Cir. 1981); Scarano
v. Central R. Co.,
203 F.2d 510, 512-13 (3d Cir. 1953).
We believe that Ward in
continuing his appeal through the British appellate courts, without informing
them of the alleged settlement and seeking a continuance or stay of the
appeals, was inherently and explicitly informing them that no events had
occurred which would render such appeals improper. In doing so while at the
same time and thereafter attempting to raise the post judgment settlement in
the recognition and enforcement proceedings here in issue, we conclude that he
was clearly Óplaying fast and looseÒ and Óblowing hot and coldÒ with the
judicial process to such a degree as to violate the Óessential integrityÒ of
that process.20 We,
therefore, {F.2d 900} conclude that Ward is judicially estopped21 from raising such alleged post judgment
settlement in the recognition and enforcement proceedings.22
We now turn to the final
issue on appeal.
C.
As noted previously, Ward
contends as his third issue on appeal that the district court erred in holding
that he had failed to raise a genuine issue of material fact to support his
contention that the High Court judgment is not entitled to recognition and
enforcement under the Maryland Uniform Recognition Act because it was not
rendered by a fair and impartial tribunal which utilized procedures compatible
with the requirements of due process of law. See ¤ 10-704(a)(1). Ward
essentially raises on appeal two of the several arguments he relied upon before
the district court to establish that the British proceedings where violative of
the requirements of due process.
Both of these arguments
focus on the Mareva injunction issued by Mr. Justice Warner of the High Court. First, Ward
contends that the ex parte nature of the injunctionÕs entry establishes that it was violative of
due process, while, secondly, arguing that the excessive remedies granted in
such injunction violated due process.
As noted by Guinness, the
Uniform Act does not require that the procedures employed by the foreign tribunal be identical to those employed in American
courts. The statute simply requires that the procedures be Ó compatible with the requirements of due process
of law.Ò . . . (emphasis supplied). The drafters of the Uniform Act made it
clear that Óa mere difference in the procedural system is not a sufficient
basis for nonrecognition. A case of serious injustice must be involved.Ò Unif.
Foreign Money-Judgments Recognition Act ¤ 4 comment, 13 U.L.A. 268 (1986).
Ingersoll Milling
Machine Co. v. Granger, 833 F.2d 680, 687 (7th Cir. 1987) (citation and footnote omitted); see
also Hilton, 159
U.S. at 205. ÓThe polestar is whether a reasonable method of notification is
employed and reasonable opportunity to be heard is afforded to the person
affected.Ò Somportex LTD. v. Philadelphia Chewing Gum Corp., 453 F.2d 435, 443 (3d Cir. 1971), cert.
denied, 405 U.S.
1017, 31 L. Ed. 2d 479, 92 S. Ct. 1294 (1972).
Consistent with
contentions of Guinness, the Mareva injunction originated in the case of Mareva Compania
Naviera S.A. v. International Bulk Carriers S.A. Óthe MarevaÒ, [ 1980 ] 1 All E.R. 213, and is designed to
prevent a defendant from dissipating or hiding his assets at the outset of a
case thus making any judgment subsequently rendered against him either
worthless or difficult to enforce. See HalsburyÔs Laws of England (4th Edition) volume 37,
paragraphs 362 and 363. As such, it would appear to be similar to the procedure
of obtaining a temporary restraining order utilized in our federal system
pursuant to Fed.R.Civ.P. 65(b).
{F.2d 901} We find WardÕs contention that the ex
parte nature of GuinnessÔ action in obtaining the Mareva injunction violated principles of due
process and predisposed the remaining proceedings against him is without merit.
An ex parte
application for a temporary restraining order is also permitted in our system,
accordingly the very fact that such a procedure was used does not automatically
result in a violation of due process. See Rule 65(b) (ÓA temporary restraining order may be
granted without written or oral notice to the adverse party or that partyÕs
attorney only if (1) it clearly appears from the specific facts shown by
affidavit or by verified complaint that immediate and irreparable injury, loss,
or damage will result to the applicant before the adverse party or that partyÔs
attorney can be heard in opposition, and (2) the applicantÕs attorney certifies
to the court in writing the efforts, if any, which have been made to give the
notice and the reasons supporting the claim that notice should not be
required.Ò).
Rather, a party when
confronted with a proper motion for summary judgment on such issue must present
ÓevidenceÒ sufficient to demonstrate the existence of a genuine issue of
material fact in such regard. We make no intimations as to what means might
have been available for Ward to demonstrate such a genuine issue of material
fact, but we do note that the mere placement by Ward and his British barrister
of conclusory allegations and speculative assertions into affidavits or
declarations without further legitimate support clearly does not suffice. See
Anderson, 477 U.S.
at 248; Ross, 759
at 364.
We likewise conclude that
WardÔs argument that he has demonstrated a genuine issue of material fact
concerning¤ 10-704(a)(1) of the Uniform Recognition Act by contending that the
remedies granted by the Mareva injunction, set forth earlier in the opinion, in
addition to the ex parte procedures used to obtain the injunction, violated fundamental
principles of due process and created a serious injustice to be without merit.
As noted by the district court, we are here asked to recognize and enforce the
British High Court final judgment and not the Mareva injunction issued at the outset of
the High Court litigation. The fact that the one or more of the remedies
granted in the Mareva injunction may have been excessive by American notions will not
necessarily establish that the High Court was biased nor that the relevant
procedures leading to the entry of the High Court final judgment did not
comport with the requirements of due process.
Moreover, the record
establishes that Ward was permitted to immediately confront the entry of the
injunction and did so through British counsel within 2 days from such entry. See
Mathews v. Eldridge,
424 U.S. 319, 47 L. Ed. 2d 18, 96 S. Ct. 893 (1976); North Georgia
Finishing, Inc. v. Di-Chem, Inc., 419 U.S. 601, 42 L. Ed. 2d 751, 95 S. Ct. 719 (1975); Arnett
v. Kennedy, 416 U.S.
134, 40 L. Ed. 2d 15, 94 S. Ct. 1633 (1974); Calero-Toledo v. Pearson Yacht
Leasing Co., 416
U.S. 663, 40 L. Ed. 2d 452, 94 S. Ct. 2080 (1974). Several modifications were
successfully obtained and additional time to comply permitted. In fact, Ward
did not comply in any material fashion with the requirements of the injunction
until after he had so appeared. Additionally, he also subsequently informed the
High Court that he had previously offered to voluntarily place the disputed
payment in escrow. It is thus hard to conceive of a serious injustice being
created by the Mareva injunction.
As to the remaining
procedures in the High Court, Ward continued to be represented by British
counsel at all times therein. We cannot find in the record any actions or
omissions by the High Court in its proceedings which demonstrate that its
procedures failed to comport with the requirements of due process. Furthermore,
leave was granted to Ward by the High Court to appeal its judgment to the
British Court of Appeal, while leave was also subsequently granted by the Law
Lords to appeal the Court of AppealÕs decision to the House of Lords even after
the Court of Appeal had denied such leave. We, therefore, conclude that the
district court correctly decided this issue.
{F.2d 902} IV.
Accordingly, we affirm
the judgments below, although we reach this conclusion in part by different
reasoning.23
AFFIRMED
1 In an
effort to comply with the injunction, Ward transferred approximately $ 2
million to London. Ward contends that such amount was all that remained from
the payment. The $ 2 million was placed in escrow once transferred to
London.
2 Ward
contends that he chose not to return to England and appear personally before
the High Court so as to not jeopardize alleged meritorious defenses to any
attempt to extradite him for statutory violations allegedly unique to
England.
3 Prior
to its initiation of the British High Court litigation, Guinness had also
brought a suit against Ward and MAC in the Isle of Jersey, MACÔs place of
incorporation.
4 The
district court entered an order certifying its August 24, 1990, order pursuant
to Fed.R.Civ.P. 54 on August 31, 1990. Ward subsequently filed a motion to
reconsider the August 24 and 31 orders which was denied on October 11,
1990.
5 ¤ 10-701(b) defines Óforeign judgmentÒ as
Óany judgment of a foreign state granting or denying recovery of a sum of
money. It does not mean a judgment for taxes, fine, or penalty, or a judgment
for support in matrimonial or family matters.Ò
6 ¤ 10-705 proceeds to list a number of
instances upon which a foreign judgment may not be refused recognition for lack
of personal jurisdiction.
7 The
district court noted in its order granting summary judgment on GuinnessÕ
complaint that Ward had not relied on this provision as a ground for refusing
the High Court judgment recognition. We note that if given an ordinary and
reasonable construction such provision would indeed appear not to apply to the
facts of this case for that part of the High Court litigation involved in the
judgment at issue was clearly not contrary to any agreement to settle the
partiesÔ dispute out of court inasmuch as such litigation had ended by the
entry of the judgment prior to the creation of the alleged settlement
agreement. Rather under the facts of the present case it is this litigation,
i.e., the Maryland proceedings seeking recognition and enforcement of the High
Court judgment, which is contrary to an alleged agreement to settle out of
court. See New Central Jute Mills Co. v. City Trade & Indus., LTD., 65 Misc. 2d 653, 318
N.Y.S.2d 980, 985 (N.Y.Sup.Ct. 1971).
8 We note
as a preliminary matter that English Courts also look with favor on litigantsÕ
settlement of their disputes. See HalsburyÔs Laws of England (4th Edition) volume
37, paragraphs 382, 383, and 391.
9 While
the goal of reciprocity might arguably not be advanced as far without mandatory
enforcement, we nonetheless believe that such goal as well as the principles of
comity are still sufficiently served by the fact that judgments which are not
enforceable might still be entitled, if consistent with the ActÕs criteria, to
recognition; for a finding of recognition establishes that such judgment is
conclusive between the parties and will be given res judicata and collateral
estoppel effect by the recognition court. Additionally, maintaining the
distinction between recognition and enforceability would also appear to enable
courts to more adequately balance the interests of the rendering and
recognition courts where such interests are arguably conflicting by allowing
the recognition court to both respect principles of comity through recognition
of the foreign judgment but yet avoid unnecessarily the subserviency of its own
laws and public policies otherwise applicable regarding the enforcement of such
judgments. Thus, in close cases the ability of a recognition court to recognize
a foreign judgment but yet refuse to enforce it might lead to the recognition
of greater numbers of foreign judgments and correspondingly fewer instances of
recognition courts broadly and expansively interpreting the Uniform Recognition
ActÔs grounds for nonrecognition at the expense of unnecessarily endangering
the goal of reciprocity behind the Act.
10 In Victrix
v. S.S. Co., S.A. v. Salen Dry Cargo A.B., 65 Bankr. 466 (S.D.N.Y. 1986), affÕd, 825 F.2d 709 (2d
Cir. 1987), the United States District Court for the Southern District of New
York was faced with the question of whether it should recognize and enforce a
British judgment, which was contrary to Swedish Bankruptcy proceedings, under
New YorkÔs version of the Uniform Recognition Act. The district court initially
noted that Ó. . . comity cannot require enforcement of a foreign judgment where
a domestic judgment would not be enforced.Ò Victrix, 65 Bankr. at 469.
After determining that the Second Circuit would extend comity to the Swedish
Bankruptcy proceedings, the district court concluded that the English judgment
would not be entitled to enforcement, stating that the Óplaintiff argues that
non-enforcement of the London judgment is itself a violation of comity. We
disagree. While comity may require recognition of the London judgment --meaning
that we may be required to give it res judicata and collateral estoppel
effect--recognition is not the same as enforcement.Ò Id. at 470.
On
appeal, without any express indication that it was reversing the district
courtÕs noted distinction between recognition and enforcement, and without any
explanation for its conclusion, the Second Circuit noted that Óthe Act requires
a court to enforce a ÔconclusiveÕ and valid foreign money judgment subject to
seven discretionary bases for nonenforcement, N.Y.Civ.Prac.L. & R.
5304(b).Ò Victrix, 825 F.2d at 715. To the extent that such statement was
meant to reverse the distinction noted by the district court and to the further
extent that such conclusion was not dictated by any significant distinction
between the New York Uniform Recognition Act and the Maryland Uniform
Recognition Act, we do not find the Second CircuitÔs conclusion
persuasive.
11 ¤ 3 of the Uniform Act is codified in
Maryland as ¤ 10-703 and provides,
as set out above, in relevant part that Óthe foreign judgment is enforceable in
the same manner as the judgment of a sister state which is entitled to full
faith and credit.Ò
12 We do
note that inasmuch as the alleged settlement agreement appears to have never
been performed or executed, it is doubtful that an accord and satisfaction
would initially be found. The fact that Ward has termed such agreement to be an
accord and satisfaction would not be controlling over what the actual intent or
actions of the parties demonstrate. If an executory accord was found to exist
and specific performance ordered an accord and satisfaction would then exist once
such accord was performed or executed.
13 This
detail is particularly necessary for conflicts of law purposes. As to choice of
law questions regarding contract issues, Maryland courts generally follow the
lex loci contractus approach and thus hold that while the law of the forum
governs the remedy for breach of contract, the law of the place of contracting
governs questions regarding the nature, validity and construction of a contract
unless such law would violate a strong public policy of Maryland. Traylor v.
Grafton, 273 Md. 649, 660, 332 A.2d 651 (1975); Bethlehem Steel Corp. v. G.C.
Zarnas and Co., Inc., 304 Md. 183, 187-89, 498 A.2d 605, 607-08 (1985).
14 Res
judicata effect has, of course, traditionally been afforded foreign country
judgments entitled to recognition consistently with principles of comity. The
Maryland Uniform Recognition Act, itself, codifies such principles by
indicating in ¤ 10-703 that
Óexcept as provided in ¤ 10-704, a
foreign judgment meeting the requirements of ¤ 10-702 is conclusive between the parties to the extent
that it grants or denies recovery of a sum of money. The foreign judgment is
enforceable in the same manner as the judgment of a sister state which is
entitled to full faith and credit.
15 As
noted previously, Guinness supported its motions for summary judgment in part
with an affidavit of its British barrister. It is interesting to note that
GuinnessÕ barrister does not attempt to argue in such affidavit that Ward would
now be barred from raising such post judgment settlement, as opposed to other
defenses Ward raised to GuinnessÔ complaint seeking recognition and
enforcement, in England due to the doctrine of res judicata, but rather relies on
distinct and separate election theories in such regard. Because we conclude for
reasons to be discussed, infra, that judicial estoppel bars Ward from
raising such post judgment settlement, we need not determine whether the
election theories discussed by GuinnessÕ barrister would also apply.
16
Guinness cites several cases including Ingersoll Milling Machine Co. v.
Granger, 833 F.2d 680 (7th Cir. 1987); Porsinis v. Petricca, 90 A.D.2d 949, 456
N.Y.S.2d 888 (1982); and Federal Deposit Insurance Corp. v. Jones, 846 F.2d 221 (4th
Cir. 1988), the latter of which the district court found controlling, in
support of its contention that the doctrine of res judicata would bar Ward from
raising the post judgment settlement agreement in the district court. We will
not discuss these cases in detail for we agree with Ward that such cases are
distinguishable in that they all involved settlement agreements, or legal
theories such as promissory or equitable estoppel resulting from the partiesÔ
actions or promises concerning alleged agreements, which existed prior to the
entry of final judgment and thus either were or could have been raised in the
prior proceeding before the court of original jurisdiction.
17 See
also Fairfax Countywide Citizens v. Fairfax County, 571 F.2d 1299, 1305
(4th Cir.), cert. denied, 439 U.S. 1047, 58 L. Ed. 2d 706, 99 S. Ct. 722 (1978); Harman
v Pauley, 678 F.2d 479, 481 (4th Cir. 1982); United States v American Nat. Bank
and Trust Co., 101 F.R.D. 770, 771-72 (N.D.Ill. 1984) (Courts noting in cases involving
a partyÕs attempt to reopen a case pursuant to Fed.R.Civ.P. 60(b)(5) to enforce
prejudgment settlements which resulted in dismissal of the cases that these
attempts to enforce such settlements are normally separate causes of action and
that the parties should more appropriately bring separate actions to so enforce
in either an appropriate federal court, if grounds for jurisdiction exist, or
state court; unless the terms of such settlements were expressly incorporated
in the district courtÔs dismissal order).
18
Although we believe that the alleged post judgment settlement is in recognition
of the High CourtÕs final judgment, for reasons to be discussed, infra, we believe that such
agreement was in direct contradiction of WardÔs right to appeal such judgment
through the British appellate courts; thus, creating an appropriate situation
for the application of the doctrine of judicial estoppel as opposed to res
judicata.
19 This
Court stated in Zurich, 667 F.2d at 1167, that Òthough perhaps not necessarily
confined to situations where the party asserting the earlier contrary position
there prevailed, it is obviously more appropriate in that situation.Ó We note
here that Ward was successful in the pertinent aspect, i.e., he succeeded in
appealing the High Court judgment through the British appellate system as
opposed to succeeding in overturning the High Court judgment.
20 This
Court also noted in Zurich that Òalthough this is a diversity case, we
consider that federal law controls the application of judicial estoppel, since
it relates to protection of the integrity of the federal judicial process. We
think that neither 28 U.S.C. ¤
1738, the full faith and credit statute, nor Erie R.R. v. Tompkins, 304 U.S. 64, 58 S.
Ct. 817, 82 L. Ed. 1188 (1938), requires inquiry into the possible existence of
a conflicting state rule.Ó Id. at 1167 n.4.
21 In Zurich, this Court noted
that while the doctrine of judicial estoppel Ò. . . was not specifically raised
either in the trial court or on appeal, we are satisfied that under the
circumstances of its close relationship to the directly contested issue . . .
we may properly rely upon it as an alternative basis for affirmance.Ó Id, at 1168 n.5.
In the
case sub judice, Guinness did raise the doctrine of judicial estoppel
to the trial court in its reply in further support of its motion for summary
judgment on WardÕs counterclaim. The trial court, however, did not rely upon
such ground in granting GuinnessÔ motion. On appeal, Guinness has again raised
the doctrine as an alternative ground for affirmance of the district courtÕs
judgments.
We note,
however, that even if Guinness had not specifically raised the applicability of
the doctrine, we, like the Court in Zurich, would hold that its close
relationship to other directly contested issues renders its usage as an
alternative basis for affirmance appropriate.
22 We
have examined the partiesÔ other related arguments on this issue and conclude
that they are either unavailing or unnecessary for our determination. See footnote 15, supra.
23 We wish to stress that nothing in this opinion is meant to prevent Ward from receiving credit at the time of the judgmentÕs execution for any payment he has so far made to Guinness whether made pursuant to the Mareva injunction, the High CourtÔs final judgment, the district courtÕs final judgment, or the alleged settlement agreement. Any other conclusion would unjustly benefit Guinness.