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Berkadia Real Estate Advisors LLC v. Wadlund

United States District Court, District of Arizona
Sep 21, 2023
No. CV-22-00049-TUC-CKJ (D. Ariz. Sep. 21, 2023)

Opinion

CV-22-00049-TUC-CKJ

09-21-2023

Berkadia Real Estate Advisors LLC, Plaintiff, v. Arthur R Wadlund, et al., Defendants.


ORDER

HONORABLE CINDY K. JORGENSON, UNITED STATES DISTRICT JUDGE

On August 30, 2023, the Court granted in part and denied in part Plaintiff's Motion to Compel. On September 13, 2023, the Plaintiff filed a Motion for Reconsideration of the denial of the motion to compel in part related to A. Wadlund's 2012 tax return because the Court misunderstood the Plaintiff's position. The Court found that Plaintiff's agreement to limit the disclosure to protect A. Wadlund's confidentiality interests would allow him to respond to this discovery by making a party admission in lieu of disclosing his tax return. Plaintiff corrects the Court's misconception of its position. Plaintiff does not agree to allow A. Wadlund to make a party admission; Plaintiff wants the 2012 tax return to show the jury that A. Wadlund did claim the proceeds from the Phantom Stock as capital gains and not, as he now asserts, as income. Plaintiff made this clarification September 13, 2023, the day before the Court issued its order denying Plaintiff's Motion for Sanctions.

On September 14, 2023, when the Court denied the request for sanctions, it also noted that in camera review of A. Wadlund's 2012 tax return reflected he did not claim the proceeds from the Phantom Stock sale as capital gains. Accordingly, there is no need for A. Wadlund to produce the tax return.

Accordingly,

IT IS ORDERED that the Motion for Reconsideration (Doc. 200) is DENIED.


Summaries of

Berkadia Real Estate Advisors LLC v. Wadlund

United States District Court, District of Arizona
Sep 21, 2023
No. CV-22-00049-TUC-CKJ (D. Ariz. Sep. 21, 2023)
Case details for

Berkadia Real Estate Advisors LLC v. Wadlund

Case Details

Full title:Berkadia Real Estate Advisors LLC, Plaintiff, v. Arthur R Wadlund, et al.…

Court:United States District Court, District of Arizona

Date published: Sep 21, 2023

Citations

No. CV-22-00049-TUC-CKJ (D. Ariz. Sep. 21, 2023)