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Huyer v. Wells Fargo & Co.

United States District Court, S.D. Iowa, Central Division
Feb 17, 2016
314 F.R.D. 621 (S.D. Iowa 2016)

Summary

approving $25,750,000 class action settlement when class counsel estimated that class members had incurred actual damages of over $100,000,000

Summary of this case from Keil v. McCoy

Opinion

[Copyrighted Material Omitted]

          For Edward Huyer, Connie Huyer, Plaintiffs: Jason C. Hardy, LEAD ATTORNEY, REESE LLP, New York, NY; Michael R. Reese, LEAD ATTORNEY, Belinda L Williams, PRO HAC VICE, REESE LLP, New York, NY; Todd S. Garber, LEAD ATTORNEY, PRO HAC VICE, FINKELSTEIN, BLANKINSHIP, FREI-PEARSON & GARBER, LLP, White Plains, NY; Deborah Clark-Weintraub, Joseph P Guglielmo, PRO HAC VICE, SCOTT & SCOTT LLP, New York, NY; J. Preston Strom, Jr., Mario A. Pacella, PRO HAC VICE, STROM LAW FIRM LLC, Columbia, SC; Kim E. Richman, PRO HAC VICE, THE RICHMAN LAW GROUP, Brooklyn, NY; Roxanne Barton Conlin, Roxanne Conlin & Associates, Des Moines, IA; Sara C. Hacker, PRO HAC VICE, WHATLEY DRAKE & KALLAS LLC, Birmingham, AL.

         For Carlos Castro, Plaintiff: Jason C. Hardy, LEAD ATTORNEY, REESE LLP, New York, NY; Michael R. Reese, LEAD ATTORNEY, PRO HAC VICE, REESE LLP, New York, NY; Todd S. Garber, LEAD ATTORNEY, PRO HAC VICE, FINKELSTEIN, BLANKINSHIP,FREI-PEARSON & GARBER, LLP, White Plains, NY; Deborah Clark-Weintraub, Joseph P Guglielmo, PRO HAC VICE, SCOTT & SCOTT LLP, New York, NY; Roxanne Barton Conlin, Roxanne Conlin & Associates, Des Moines, IA; Kim E. Richman, PRO HAC VICE, THE RICHMAN LAW GROUP, Brooklyn, NY.

         For Hazel P. Navas, Plaintiff: Jason C. Hardy, LEAD ATTORNEY, REESE LLP, New York, NY; Todd S. Garber, LEAD ATTORNEY, PRO HAC VICE, FINKELSTEIN, BLANKINSHIP,FREI-PEARSON & GARBER, LLP, White Plains, NY; Deborah Clark-Weintraub, Joseph P Guglielmo, PRO HAC VICE, SCOTT & SCOTT LLP, New York, NY; Roxanne Barton Conlin, Roxanne Conlin & Associates, Des Moines, IA; Kim E. Richman, PRO HAC VICE, THE RICHMAN LAW GROUP, Brooklyn, NY.

         For Wells Fargo Bank, N.A., was filed Wells Fargo Home Mortgage, Inc. on original complaint, Wells Fargo & Co., Defendants: Elizabeth Holt Andrews, John B Sullivan, Joshua Eric Whitehair, Mark D Lonergan, Michael J Steiner, Michelle T McGuinness, Rebecca Snavely Saelao, PRO HAC VICE, SEVERSON & WERSON, San Francisco, CA; Jesse Linebaugh, Michael A Giudicessi, FAEGRE BAKER DANIELS, LLP (IA), Des Moines, IA.

         For Lawrence Goldblatt, Movant: Lawrence Goldblatt, LEAD ATTORNEY, Kansas, MO.


          ORDER

         ROBERT W. PRATT, United States District Judge.

         Before the Court are two motions: (1) Plaintiffs' Motion for Final Approval of Class Action Settlement Pursuant to Federal Rule of Civil Procedure 23 (Clerk's No. 262); and (2) Plaintiffs' Motion for Attorneys' Fees, Reimbursement of Litigation Expenses, and Class Representative Service Awards (Clerk's No. 263). A fairness hearing was held on January 21, 2016. Clerk's No. 288. The matter is fully submitted.

         I. FACTUAL AND PROCEDURAL BACKGROUND

         This class action was filed in the Northern District of California against Defendants Wells Fargo & Co. and Wells Fargo Bank, N.A. (collectively " Wells Fargo" ) on August 5, 2008, alleging eight counts including RICO violations, violations of California law, fraud, and unjust enrichment. See Compl. (Clerk's No. 1). The claims all relate to Wells Fargo's practice of automatically ordering and charging fees for drive-by property inspections when customers fall behind on their mortgage payments. Id. ¶ 2. Wells Fargo made a motion to transfer the case to the Southern District of Iowa, which was granted on December 17, 2008. Clerk's No. 38. The parties engaged in discovery and a motion to certify the class was filed on November 9, 2012. Clerk's No. 150. That motion was granted on October 23, 2013. Clerk's No. 206. The parties engaged in settlement negotiations and reached a resolution following mediation with retired United States Magistrate Judge Arthur Boylan. A preliminary motion to approve the settlement was filed on August 21, 2015. Clerk's No. 243. The Court granted preliminary approval on September 2, 2015, and a fairness hearing was held on January 21, 2016. Clerk's Nos. 245, 288. Attorneys for Plaintiffs and Defendants appeared at the hearing, and the Court also heard from one class member who objected to the settlement terms. See Clerk's No. 288. The settlement is now ready for final approval.

         II. LAW AND ANALYSIS

         A. Class Certification

         In order to grant final class certification, the Court must find that the requirements of both Federal Rule of Civil Procedure 23(a) and (b) have been met. Rule 23(a)(1)-(4) requires that:

(1) the class is so numerous that joinder of all members is impracticable [" numerosity" ];

(2) there are questions of law or fact common to the class [" commonality" ];

(3) the claims or defenses of the representative party are typical of the claims or defenses of the class [" typicality" ]; and

(4) the representative party will fairly and adequately protect the interests of the class [" adequacy" ].

         The class consists of individuals who " have or had a mortgage serviced by Wells Fargo and owe or paid a property inspection fee assessed during the period August 1, 2004 through December 31, 2013, inclusive." Clerk's No. 245 at 1-2. The numerosity requirement is satisfied, as the class contains approximately 2.7 million borrowers. See Clerk's No. 264 (Decl. of Clark-Weintraub) ¶ 51. Commonality is satisfied if class members have a common contention " that is capable of classwide resolution." Wal-Mart Stores, Inc. v. Dukes, 564 U.S. 338, 131 S.Ct. 2541, 2551, 180 L.Ed.2d 374 (2011). The essential question is " not the raising of common questions . . . but, rather the capacity of a classwide proceeding to generate common answers apt to drive the resolution of the litigation." Id. (internal quotations omitted). This class satisfies the commonality requirement because every class member was charged property inspection fees under the same Wells Fargo policy--the question of the legality of that policy is common to all class members. As to typicality, the party representatives have claims that are typical of the class. There are three categories of class members: (1) those with active loans (" active" ); (2) those whose loans are paid-in-full (" paid-in-full" ); and (3) those whose loans ended in foreclosure (" post-sale" ). Clerk's No. 243-3 at 21. The class representatives fall into either the active or paid-in-full categories. Nonetheless, the claims for each of the categories are all based on the same property inspection policy, therefore, the class representatives satisfy the typicality requirement as their claims are similar to those of borrowers in the post-sale category. See Alpern v. UtiliCorp United, Inc., 84 F.3d 1525, 1540 (8th Cir. 1996) (" The burden [to prove typicality] is fairly easily met so long as other class members have claims similar to the named plaintiff." ) (internal quotation omitted). Finally, the class representatives fulfill the adequacy requirement. This requirement " serves to uncover conflicts of interest between named parties and the class they seek to represent." Amchem Prods., Inc. v. Windsor, 521 U.S. 591, 625, 117 S.Ct. 2231, 138 L.Ed.2d 689 (1997). Here, the class representatives seek the same type of recovery as the rest of the class members, they are represented by qualified counsel and, as discussed below, reached a favorable settlement. See DeBoer v. Mellon Mortg. Co., 64 F.3d 1171, 1175 (8th Cir. 1995) (explaining that " [t]he adequacy of class representation . . . is ultimately determined by the settlement itself." ) (internal quotation omitted).

         To certify a class for settlement, the class must also meet the two requirements listed in Fed.R.Civ.P. 23(b)(3): (1) " questions of law or fact common to class members predominate over any questions affecting only individual members" ; and (2) " a class action is superior to other available methods for fairly and efficiently adjudicating the controversy." These requirements are fulfilled in this case. The Court has not been presented with any evidence that legal questions exist in relation to the property inspections that pertain only to individual class members, and not to the class as a whole. In addition, the massive size of the class convinces the Court that a class action is the most efficient and fair way to resolve this case.

         Accordingly, the Court certifies the class for settlement purposes. In addition, the Court certifies, solely for the purpose of effectuating the settlement and for no other purpose, Plaintiffs Connie Huyer, Edward R. Huyer, Jr., Carlos Castro, and Hazel P. Navas-Castro as representatives of the class, and appoints the law firms of Scott+Scott, Attorneys at Law, LLP and Reese LLP as co-lead class counsel.

         B. Sufficiency of Notice

         Notice of a class action settlement must be reasonable and satisfy due process for the potential class members. Fed.R.Civ.P. 23(e), DeBoer, 64 F.3d at 1176. " The Supreme Court has found that the notice must be 'reasonably calculated, under all the circumstances, to apprise interested parties of the pendency of the action and afford them an opportunity to present their objections.'" Petrovic v. Amoco Oil Co., 200 F.3d 1140, 1153 (8th Cir. 1999) (quoting Mullane v. Cent. Hanover Bank & Trust Co., 339 U.S. 306, 314, 70 S.Ct. 652, 94 L.Ed. 865 (1950)). The notice must be the " best notice practicable under the circumstances, including individual notice to all members who can be identified through reasonable effort." Fed.R.Civ.P. 23(c)(2)(B).

         Here, a Claims Administrator was appointed who became responsible for, among other things, the notice process. Clerk's No. 243-3 at 15. The potential pool of class members was identified using mortgage servicing records kept by Wells Fargo. Id. Wells Fargo provided a database of those individuals to class counsel, and notice of this action was mailed by postcard to approximately 2.7 million individuals. See id. In addition, the Claims Administrator published notice of the class action in the Wall Street Journal and other various business publications. Id. Finally, a settlement website was established that included all of the relevant notice information, as well as contact information for the class members to seek assistance with their claims on a toll-free line. Id. Class members were given 60 days from the date of the mailing to opt-out of the lawsuit, and 140 days to submit claims. Clerk's No. 245 ¶ ¶ 5, 9(a), 10, 11. The Court finds that the notice provided here complies with Rule 23, and comports with due process.

         C. Evaluation of Settlement

         The settlement agreement provides that Wells Fargo shall pay $25,750,000 in full settlement of all class claims (the " settlement fund" ). Clerk's No. 243-3 at 17-18. That amount includes $3,250,000 towards the cost of providing notice and administering the settlement. Id. at 18. Awards of attorney fees and incentive payments to named Plaintiffs will also be disseminated from the settlement fund, as discussed further below. Id. Class members will be compensated with the amount remaining in the settlement fund. Those class members with active or paid-in-full loans are not required to submit a claim to receive a distribution; those awards will be paid automatically by the Claims Administrator upon this Court's final approval of the settlement. Id. at 21. Post-sale class members are required to submit proof of their claims by March 16, 2016; specifically, those class member are required to provide paperwork showing that they paid the inspection fees in question during the relevant time period. Id. at 23. Under the Plan of Allocation (" POA" ), each active, paid-in-full, and post-sale class member with an approved claim, will be allocated a pro rata share of the settlement fund based on the amount of the individual's claim in comparison with the total recognized claims of all class members. Id. at 24. A second round of distribution shall occur six months later, with any funds remaining to be distributed pro rata to those class members who cashed their first settlement check. Id. at 26. Any funds that remain six months later shall be donated to the United Way to be used for financial education classes. Id. Class counsel predicts that the amount remaining will be negligible. Tr. at 26. Under no circumstances shall any of the settlement fund be returned to Wells Fargo. Clerk's No. 243-3 at 20.

Citations to the transcript are to a rough draft of the January 21, 2016 fairness hearing transcript provided to the Court by the court reporter.

         The Court must determine whether the settlement agreement is " fair, reasonable, and adequate." Fed.R.Civ.P. 23(e)(2). Settlement agreements are generally encouraged, and are presumptively valid. In re Uponor, Inc., 716 F.3d 1057, 1063 (8th Cir. 2013). This is particularly so in this case, where the parties settled the case with the aid of an experienced mediator, retired United States Magistrate Judge Arthur Boylan. There are four factors the Court considers in determining whether final approval of a settlement should be granted: (1) the merits of the plaintiffs' case weighed against the terms of the settlement; (2) the defendants' financial condition; (3) the complexity and expense of further litigation; and (4) the amount of opposition to the settlement. Van Horn v. Trickey, 840 F.2d 604, 607 (8th Cir. 1988).

         1. The merits of the Plaintiffs' case weighed against the settlement terms .

         This factor weighs in favor of settlement. First, the amount of the settlement fund was favorable to the class. Although class counsel originally predicted that class members paid around $100-$115 million dollars in unlawful property-inspection fees (Tr. at 21), Wells Fargo has a number of compelling arguments for why that estimate is too high. For example, some class members had signed loan modification agreements that rolled all outstanding fees into the principal balance of their loans; Wells Fargo argues that the modification agreements released any claims related to those fees. In addition, Wells Fargo argues strenuously that the property inspections ordered, particularly for homes that had entered foreclosure, were necessary to protect its interests as a lender and, therefore, not unlawful. Clerk's No. 158-14 ¶ ¶ 23, 25. Wells Fargo also argues that it actually lost millions of dollars in unpaid property-inspection fees each year and was not motivated to order unnecessary inspections. Id. ¶ ¶ 38-39.

         Second, the strength of the Plaintiffs' legal claims is in question. Class counsel indicated at the fairness hearing that this was one of the first property-inspection-fee class actions to be filed nationwide. Tr. at 16. Since the date of filing, similar RICO claims in other class actions against major mortgage providers have been dismissed based on findings that the lenders did not share a common purpose with the property-inspection vendors. See, e.g., Cirino v. Bank of Am., N.A., No. 13-cv-8829, 2015 WL 3669078, at **3-5 (C.D. Cal. Feb. 10, 2015); Stitt v. Citibank, N.A., No. 12-cv-03892, 2015 WL 75237, at **4-7 (N.D. Cal. Jan. 6, 2015); Ellis v. J.P. Morgan Chase & Co., No. 12-cv-03897, 2015 WL 78190, at **4-7 (N.D. Cal. Jan. 6, 2015). In addition, as explained above, Wells Fargo had credible defenses that could be accepted by a fact-finder; Plaintiffs' ability to recover by proceeding to trial was not inevitable. The settlement fund ensures that class members will receive an adequate percentage of their damages and mitigates the risk inherent in taking these legal claims to trial. Thus, this factor weighs strongly in favor of approving the settlement and finding it to be fair and reasonable.

         2. The defendant's financial condition .

         Wells Fargo is financially able to pay the settlement amount, or continue with the litigation in the event the settlement is not approved. As such, this factor is neutral. See Marshall v. Nat'l Football League, 787 F.3d 502, 512 (8th Cir. 2015) (petition for certiorari filed Nov. 16, 2015, 15-645) (finding that this factor was neutral where the defendant was in good financial standing and was able to pay a settlement or continue with litigation).

         3. The complexity and expense of further litigation .

         Proceeding to trial would be costly and, as discussed above, the class would face numerous risks. Extensive additional discovery would be likely, as Wells Fargo has produced more than thirteen gigabytes of loan data that would require further analysis by Plaintiffs' experts at significant expense. At the fairness hearing, class counsel estimated that a trial would last ten days to two weeks, and highlighted the difficulty of presenting complex financial data to lay jurors. Tr. at 33-34. This factor weighs in favor of approving the settlement.

         4. The amount of opposition to the settlement .

         Finally, Plaintiffs argue that the extremely low rate of objections by class members demonstrates overwhelming support for the settlement agreement. Out of a class of 2.7 million individuals, there were only 219 requests for exclusion from the settlement, and 13 objections. Clerk's No. 285-4 (Declaration of Claims Administrator). However, the Court recognizes that class-member silence does not always equate to support for the settlement; class members may lack the time, resources, or information necessary to lodge an objection. See Grove v. Principal Mut. Life Ins. Co., 200 F.R.D. 434, 447 (S.D. Iowa 2001). Therefore, the fact that few objections were received weighs little in the Court's overall analysis of the settlement agreement.

         The objections received fell into five main categories: (1) the treatment of post-sale class members; (2) the release of legal claims associated with the settlement; (3) the amount of the settlement fund; (4) the adequacy of the notice provided; and (5) the amount of attorney fees to be paid out of the settlement fund. The Court finds the objections to be without merit. Objectors first expressed concern about the fairness of requiring post-sale class members to provide documentation of their claims, while active or paid-in-full class members receive their awards automatically. The Court is aware that an onerous claims process may offset the benefits of an excellent settlement result. But here, there are valid reasons for requiring post-sale class members to provide actual proof of their claim. As explained at the fairness hearing, in a foreclosure situation, property-inspection fees are often paid by a third-party vendor, if they are paid at all. Tr. at 13. Due to the way foreclosures are processed, the data Wells Fargo possesses with regard to the payment of inspection fees on foreclosed properties is limited. Id. at 23. Furthermore, one of Wells Fargo's defenses--that the ordered property inspections were necessary to protect its interests as a lender--was most applicable to those loans that had entered foreclosure. For all those reasons, the Court finds the proof requirement for post-sale class members to be reasonable. Next, the Court received objections regarding the scope of legal claims that must be released by the class members to participate in the settlement. The Court has reviewed the release, and finds it to be properly tailored with respect to the legal claims in this case. The release is only applicable to claims " arising out of, or relating to, in any way, property inspection fees assessed on a mortgage serviced by Wells Fargo . . . during the Class Period." Clerk's No. 243-3 at 9. Accordingly, the release is not overly broad. The Court also received objections related to the notice provided to the class members and the amount of the settlement fund. For the reasons discussed above in sections II.B and II.C.1, the Court has concluded that notice was sufficient and that the amount of the settlement is fair and reasonable. Finally, objections were received with regard to the amount of attorney fees requested by class counsel. For the reasons discussed below in section II.D, the Court finds an award of 33 1/3% of the settlement fund to be reasonable under the circumstances of this case. Accordingly, the objections received are all overruled. All class members who have not made objections to the settlement in the manner provided by the written notice are hereby deemed to have waived any objections by appeal, collateral attack, or otherwise.

The Court notes Plaintiffs' argument that some objections were received from " serial objectors," and thus should be given less weight. See Clerk's No. 285 at 5 (citing In re Uponor, Inc., No. 11-MD-2247 ADM/JJK, 2012 WL 3984542, at *5 (D. Minn. Sept. 11, 2012)). However, a review of all the objections received shows that the objections from the serial objectors were similar to those received from other class members, so the Court does not distinguish them here.

         The Court also notes that a list of the 219 class members who have filed requests to opt-out of the class are attached hereto as Exhibit 1. The Court hereby grants the requests of all those individuals to opt-out of the settlement, including those who filed untimely requests for exclusion. All other class members are bound by the terms and conditions of the settlement.

         5. The settlement is fair and reasonable and in the best interests of the class .

         In total, two factors weigh in favor of approving the settlement (the merits of the Plaintiffs' case weighed against the settlement terms and the complexity and expense of continued litigation) and two are neutral (the Defendants' ability to pay and the amount of opposition to the settlement by the class). The Court concludes that the agreement is fair and reasonable and represents an excellent compromise between the uncertainty of future litigation and the substantial benefits of settlement.

         D. Attorney Fees

         Rule 23(h) of the Federal Rules of Civil Procedure provides that: " [i]n a certified class action, the court may award reasonable attorney's fees and nontaxable costs that are authorized by law or by the parties' agreement." In the Eighth Circuit, there are two main approaches to analyzing a request for attorney fees--the lodestar method and the percentage-of-the-fund method. Johnston v. Comerica Mortg. Corp., 83 F.3d 241, 244-45 (8th Cir. 1996). Under the percentage-of-the-fund method, fees are calculated as a fraction of the settlement fund the attorneys negotiated. Id. " It is well established in this circuit that a district court may use the 'percentage of the fund' methodology to evaluate attorney fees in a common fund settlement[.]" Petrovic, 200 F.3d at 1157. The Eighth Circuit has not established factors that a district court must consider when awarding fees under the percentage-of-the-fund method, however, some cases have relied on the twelve-factor test from Johnson v. Georgia Highway Express, 488 F.2d 714, 719-20 (5th Cir. 1974). See In re Xcel Energy, Inc. Litig., 364 F.Supp.2d 980, 993 (D. Minn. 2005). Not all of the factors apply in every case, and the Court has broad discretion to determine which factors are relevant and the weight to assign those factors. Id. The relevant Johnson factors in this case include: (1) the time and work required; (2) the preclusion of other employment by the attorney due to acceptance of this case; (3) the contingent nature of the fee; (4) the results obtained; and (5) the experience, reputation, and ability of the attorneys. See Johnson, 488 F.2d at 719-20.

         Class counsel requests 33 1/3% of the total settlement fund ($8,583,332.48) for their work on behalf of the class. Clerk's No. 285 at 4. The award includes fees for co-lead counsel as well as several other attorneys and law firms that worked on behalf of the class. Class counsel also requests an award of litigation expenses totaling $211,042.23. Clerk's No. 292 at 2-3. The requested fees and expenses were identified in the notice provided to all potential class members.

         The Court finds an award of 33 1/3% of the settlement fund to be in line with other awards in the Eighth Circuit; it is also reasonable and fair given the circumstances of this case. See, e.g., In re U.S. Bancorp Litigation, 291 F.3d 1035, 1038 (8th Cir. 2002) (concluding that a district court's attorney fee award of 36% of a class action settlement fund was not an abuse of discretion); Yarrington v. Solvay Pharmaceuticals, Inc., 697 F.Supp.2d 1057, 1061 (D. Minn. 2010) (finding that an award of 36% of a class action settlement fund was " in line with the range of fees approved by the Eighth Circuit" ). This case has been ongoing since 2008 and has included extensive motion practice, discovery, and settlement negotiations. Furthermore, all of the attorneys worked on a contingent basis, and most attorneys retained on behalf of the class have relevant experience in class action litigation. The Court was also able to conduct a lodestar cross-check on the fee award. See Yarrington, 697 F.Supp.2d at 1061 (" [C]ourts applying the percentage-of-the-fund method will often verify the reasonableness of an attorney fee award by crosschecking it against the lodestar method." ). Class counsel documented over 7,000 hours on the case, which represented a collective lodestar of $4,715,940.25. Clerk's No. 285. Thus, an award of $8.5 million represents a lodestar multiplier of 1.82, which the Court finds reasonable in recognition of the protracted nature of the litigation. See Wal-Mart Stores, Inc. v. Visa U.S.A., Inc., 396 F.3d 96, 103, 123 (2d Cir. 2005) (finding a multiplier of 3.5 appropriate in a class action that was litigated for seven years).

         In conclusion, the Court grants Plaintiffs' motion for an award of attorney fees in the amount of 33 1/3% of the settlement fund. In addition, the Court grants an award of $211,042.23 in litigation expenses.

         E. Incentive Payments

         Finally, class counsel requests an award of $10,000 for each of the named Plaintiffs in this case, to be disseminated from the settlement fund. Each of the named Plaintiffs were deposed, participated in discovery, and maintained contact with class counsel over the course of this multi-year litigation. Accordingly, the Court finds that an award of $10,000 per named Plaintiff is appropriate.

         III. CONCLUSION

         For the reasons stated above, Plaintiffs' Motion for Final Approval of Class Action Settlement (Clerk's No. 262) and Plaintiffs' Motion for Attorney Fees, Costs, and Class Representative Awards (Clerk's No. 263) are GRANTED pursuant to the following:

(1) The Stipulation (Clerk's No. 243-3) and the Settlement embodied therein are approved as final, fair, reasonable and adequate. The Settlement shall be consummated in accordance with the terms and provisions of the Stipulation.

(2) The Action and all claims that are or have ever been contained therein, as well as all of the Released Claims, are dismissed with prejudice as to the Plaintiffs, the Class Members, and all other Releasing Parties. The Parties are to bear their own costs, except as otherwise provided in the Stipulation.

(3) All Released Defendants as defined in the Stipulation are released in accordance with, and as defined in, the Stipulation.

(4) Upon the Effective Date of this Settlement, Plaintiffs and all Class Members, on behalf of themselves and each of the Releasing Parties shall be deemed to have, and by operation of this Final Judgment shall have fully, finally, and forever waived, released, relinquished, and discharged all Released Claims against the Released Defendants, regardless of whether such Class Member cashes an award check or executes and delivers a Proof of Claim (if required).

(5) Upon the Effective Date of this Settlement, each of the Defendants shall be deemed to have, and by operation of this Final Judgment, shall have fully, finally, and forever released and discharged Plaintiffs, Plaintiffs' Counsel, and each and all of the Class Members from any and all claims relating to the institution, prosecution or settlement of: (i) the Action or (ii) the Released Claims. Nothing in this Final Judgment shall operate or be construed to release any claims or rights Wells Fargo has to recover any past, present or future amounts that may be owed by Plaintiffs, Class Members, or Plaintiffs' Counsel on his/her accounts, loans, or any other debts owed to or serviced by Wells Fargo, pursuant to the terms and conditions of such loans, accounts, or any other debts.

(6) All provisions of the Stipulation are incorporated into this Final Judgment as if fully rewritten herein. To the extent that the terms of this Final Judgment conflict with the terms of the Stipulation, the Stipulation shall control.

(7) Plaintiffs, all Class Members, and all other Releasing Parties are hereby barred and permanently enjoined from instituting, commencing, maintaining, or prosecuting in any court or tribunal any of the Released Claims against any of the Released Defendants.

(8) Defendants and their successors or assigns are hereby barred and permanently enjoined from instituting, commencing, maintaining, or prosecuting any claims relating to the institution, prosecution or settlement of: (a) the Action or (b) the Released Claims against Plaintiffs, Class Members, or Plaintiffs' Counsel.

(9) The Plan of Allocation set forth in the Notice is approved as fair and reasonable, and Plaintiffs' Counsel are directed to arrange for the administration of the Settlement in accordance with its terms and provisions. Any modification or change in the Plan of Allocation that may hereafter be approved shall in no way disturb or affect this Final Judgment or the released provided hereunder and shall be considered separate from this Final Judgment.

(10) The Court hereby decrees that neither the Stipulation nor this Final Judgment nor the fact of the Settlement is an admission or concession by the Released Defendants, or any of them, of any liability or wrongdoing. This Final Judgment is not a finding of the validity or invalidity of any of the claims asserted or defenses raised in the Action. Neither the Stipulation nor this Final Judgment nor the fact of Settlement nor the settlement proceedings nor the settlement negotiations nor any related documents shall be offered or received in evidence as an admission, concession, presumption, or inference against any of the Released Defendants in any proceedings, other than such proceedings as may be necessary to consummate or enforce the Stipulation, or in an action or proceeding to determine the availability, scope, or extent of insurance coverage (or reinsurance related to such coverage) for the sums expended for the settlement and defense of this Action.

(11) The Action is dismissed with prejudice, subject, however, to this Court retaining jurisdiction over compliance with the Stipulation and this Final Judgment.

(12) The Court hereby bars: (i) all future claims for contribution arising out of the Action or Released Claims by any Person against the Released Defendants; and (ii) all future claims for contribution relating to the institution, prosecution, or settlement of the Action or the Released Claims by any Person against Plaintiffs and Plaintiffs' Counsel.

(13) Nothing in this Final Judgment constitutes or reflects a waiver, release or discharge of any rights or claims of Released Defendants against their insurers, or their insurers' subsidiaries, predecessors, successors, assigns, affiliates, or representatives. Nothing in this Final Judgment constitutes or reflects a waiver or release of any rights or claims relating to indemnification, advancement, or any undertakings by an indemnified party to repay amounts advanced or paid by way of indemnification or otherwise.

(14) In the event that the Stipulation is terminated in accordance with its terms: (i) this Final Judgment shall be rendered null and void and shall be vacated nunc pro tunc ; and (ii) this Action shall proceed as provided in the Stipulation.

(15) There is no just reason for delay, and this is a final, appealable order as of when it is stamped as received for filing.

(16) Final judgment shall be entered herein.

         IT IS SO ORDERED.

         Requests for Exclusion Received as of January 13, 2016

         Previously Provided Exclusion Requests

#

GCG ID #

Requestor(s)

1.

14704

SENKA AND JASMIN BURZIC

2.

16266

LINDA CLAYTON

3.

1022134

SYLVIA C SMITH

4.

1022193

SCOTT D FAILING

5.

1145738

KELVIN KING

6.

1254060

MICHELLE TSOLAKIS

7.

1327921

ISAAC MOSER

1456640 and

8.

40168558

CARL A MICK JR and BARBARA J MICK

9.

1460263

BARBARA A GUTHRIE

10.

1507444

JOHN RICHARD BEGG

Horatio Miller on behalf of

11.

1532217

ESTATE OF ELEANOR A MILLER

12.

1614754

VUONG NGUYEN

13.

1678238

LALITA DIOTRAGOOL

14.

1680195

KRISTY KOZAKA

15.

1732641

VICTORIA RHOADES

16.

1741724

GARY GREEN

1744741 and

LISA SAMUELS

17.

1744743

18.

1798202

NIKOLAY COATES

19.

1919784

ARLENE STRICKLAND

20.

1931815

CORY CARR

Pamela A Capen on behalf of ESTATE OF

1949568 and

CHARLES R OLIN JR and ESTATE OF BERNETA

21.

40225866

T OLIN

1959815 and

JOHN NORTON-GRIFFITHS and

22.

40275294

MARILYNN NORTON-GRIFFITHS

23.

2010691

ESTATE OF RAY C HUGHES

24.

2018190

NICHOLAS DONOFRIO

25.

2085702

ALEXANDER D J ROOS

26.

2115162

BARBARA HARRIS

27.

2146284

TIFFANY TATE

2174020 and

JUAN CARLOS CAYCHO PORRAS and

28.

40339717

AZUCENA D ALCALDE MARCELO

29.

2196644

DOUGLAS A PURKEY

#

GCG ID #

Requestor(s)

Karen Hicks on behalf of ESTATE OF DONNA H

30.

2270568

HICKS

31.

2275169

JUDITH ELAINE NIELSON

Georgia Springer on behalf of ESTATE OF EUGENE

32.

2308822

F SPRINGER

33.

2347557

GLADYS MARIA MARIL

34.

2350795

RITA THOMAS

35.

2389828

ESTATE OF ORVILLE GRAHAM

Jacqueline Novak on behalf of ESTATE OF GARRY

36.

2435353

K NOVAK

Tanya Guthrie on behalf of ESTATE OF

37.

2491684

JACQUELINE GUTHRIE

38.

2510989

ONOFRIO BARTOLONE

2577828 and

STEPHEN E PENNER and LII M PENNER

40443366,

2577902 and

39.

40443513

40.

2641392

AZILE ROSE

41.

2716675

JOSEPHINE STRINGER

42.

2724143

LESLIE AHR

2845365 and

JIMMY E HYATT JR and EVA M HYATT

43.

40517874

44.

2986505

JESSE STRICKLAND

45.

3005281

CRYSTAL PENNINGTON

46.

3085446

BARBARA A (BRABY) BURNS

47.

3242834

JARED HAMANN

48.

3267144

CHERYL A GRAVES

3273238 and

49.

40578374

GLENN G GILBERT and SHARON L GILBERT

50.

3333183

Lynda L Fraser on behalf of PETER J FRASER

51.

3338518

CAROL A HUNTE

52.

3382883

KYOKO CHAPELL

3414926 and

J CLAUDE CRUMLEY III and ANDREA

53.

40685908

CRUMLEY

3423261 and

JAMES SCHWOEGLER and DEBRA

54.

40696510

SCHWOEGLER

55.

3441851

DONALD A KRISTA

56.

3468765

TAMMY ACUFF

57.

3487114

ESTATE OF DAVID BURROWS

58.

3503738

MARIE-ANGE FLEURANT

59.

3604867

LINDA L GERNAEY

60.

3610008

JACK HICKLE

#

GCG ID #

Requestor(s)

61.

3644620

         KAYL HARAGUCHI

62.

3661821

ARAMIS ARJONA

63.

3717827

BARBARA R PORTER

64.

3765742

JONAE BERTAPELLE

65.

3794474

SONIA PITA

66.

3818193

LINDA SHIFFLETT

67.

3844353

DENISE JUANICO

3901770 and

68.

40872557

KEVIN J TUMINSKI and NOREEN TUMINSKI

69.

3934930

LOUNISE GEORGE

70.

3948181

GEORGE J LAWLER

71.

4024655

CAROL J FAWVER

72.

4048356

MARGARET RODRIGUEZ

73.

4165914

ESTATE OF KARIN LEA KOTSCHWAR

74.

4183410

CATALINA M PALAGANAS

75.

4259950

ERIN K DEPAYNE

4290938 and

RALPH VETRANO, DECEASED and

76.

40960674

CONSTANCE VETRANO

77.

4294351

CAROL TASSIN

4313704 and

78.

41032293

JOHN P CANTRELL and REBECCA D CANTRELL

79.

4358878

UDAYAN PATEL

4403666 and

80.

40978535

PAMELA M SHEDD and GEORGE P SHEDD JR

81.

4639819

JO ANN DIALE

82.

40151723

MARIE N DUEMAN

83.

40485138

MARY JO HORNE

84.

40486639

MELISSA CHARTIER

85.

40659680

SANDRA L SPAGNOLA

86.

40948769

JANN GRISMORE

         Exclusion Requests Received after December 7, 2015

#

GCG ID #

Requestor(s)

87.

17305

SUSAN GULLER

88.

17308

INEZ WILLIAMS

89.

17323

TATIANA SALAZAR

1001052 and

ALLEN M GUNN and DONNA L GUNN

40001038, 1016076

90.

and 40066225

91.

1058072

GLORIA M JEFFERSON

92.

1083829

MATTHEW W DIAMOND

93.

1182523

DERRICK KIENER

1190489 and

EDWARD R PALANGE and DONNA D PALANGE

94.

40051221

95.

1236199

EMILY MEADS

1316802, 3810975,

JASON COVERT and DANA GRANT-COVERT

96.

and 40878170

97.

1385800

THOMAS HEINRICH

1488439, 1489537,

LORETTA R ADAMO

98.

and 2288466

99.

1570023

JENNIFER WOLFE (HATCHER)

100.

1600954

MICHELE FERRARO

101.

1639594

BECKI MAAS

102.

1651616

PEDRO MONCADA

103.

1674175

ANNETTE GRIFFIS-CARTER

104.

1699164

MYRNA PEREZ

105.

1701569

DIANE D THURBON

106.

1717187

REESHEMA BRITT

107.

1721719

BRIAN LANGILLE

108.

1848931

PHYLLIS GILROY

109.

1868261

WILLIAM W MOORE

110.

1883143

MARGARITO CHAVERA

111.

1937427

JULIE B O'STEEN

112.

1947309

ESTELA MARTINEZ

113.

2005262

WD CARMICHAEL

114.

2016301

ALICE ROSEBORO

2108375

Linda Clayton on behalf of ESTATE OF MAMIE

115.

CLAYTON

2144435 and

MICHELLE A THOMANN and DONALD G

116.

40328386

THOMANN SR

2188248 and

KAREN L CLANCY

117.

4307235

118.

2253042 and

KURT L HUDSON

#

GCG ID #

Requestor(s)

3004817

119.

2260926

CARI FESSLER

120.

2329309

TAMARA ROTHANBURG

121.

2409370

DIANNE E O'DONNELL

122.

2455614

SHELLEY HAMDY

2492354

Carol Bergren on behalf of ESTATE OF

123.

GERALDINE BERGREN

124.

2495622

DIANE L TRUJILLO

2497026 and

BRANDON GERST and JESSICA M GERST

125.

40391890

2511041

Paul Scalora on behalf of ESTATE OF ANGELA

126.

SCALORA

127.

2522746

DONALD J HOLLAND

128.

2553037

ANTHONY V AMORUSO JR

129.

2563760

Donna I Larkin on behalf of BOBBI J KING

130.

2574383

DENISE C NEJEDLIK

131.

2620914

CARLA ORLANDI and GREGORY ORLANDI

132.

2718868

CHRISTINE M HATCH

133.

2757643

MICHAEL P RUBIC

134.

2821185

JANET PASCHETTE

135.

2850997

JAMES CORBETT

2922709

CHARLES HANSHAW and CHARLOTTE

136.

HANSHAW

137.

2998478

CAROL J WEYER

138.

3004195

ERIC ACHEN

139.

3023741

CARLOS ROBLES

3146921 and

NICOLE ROBINSON

140.

3150774

141.

3204454

CYRIL J TREADWAY

142.

3226904

JAMES P MCGINNIS

143.

3287193

PAMELA S FIELDS

3287377

Tara L O'Keefe on behalf of ESTATE OF GLORIA T

144.

HUME

3364452 and

EMMANUEL ACEVEDO and LAUREN ACEVEDO

145.

40639319

3409477 and

DAVID NELSON and CAROLYN NELSON

146.

40661258

147.

3503033

CHRISTINE E WHITE

148.

3543895

OLLIE M BEASLEY

149.

3592785

ADAM P TROY

150.

3593520

WILLIAM E SHAW JR

151.

3603922

ALFREDO LOPEZ

#

GCG ID #

Requestor(s)

152.

3628029

MARY OLENE BERRY

153.

3730193

DEMETRIUS R GRAY

154.

3958558

AARON T DIAMOND

155.

3993286

THOMAS WHITE

156.

4027985

TORREY SHEPHERD

157.

4143901

MANUEL MARTINEZ

158.

4160866

TOMMY L WAGNER

159.

4166656

WAYNE E KOOP

160.

4221233

JENNIFER EAKER

4231385 and

ROBERT SCHIAPPA and PATRICIA SCHIAPPA

161.

40995422

162.

4268138

GAIL M MORSER

163.

4277468

PRISCILLA R MECKLEY

4325203 and

HOWARD SHELTON and CINDY SHELTON

164.

41030511

165.

4334483

GAIL A PATES

4391362 and

HOWARD COLLINS JR and ANGELIA COLLINS

166.

40973023

167.

4392343

NANCY S WALTZ

168.

4426127

THERESA MARSHALL

4459102 and

ANDREW CONKLIN and ANNE CONKLIN

169.

40977127

170.

4559997

JOE BOTTOMS

4636121 and

ALLEN K MILLAY and ELISA J MILLAY

171.

41061289

172.

4679927

KATINA DEGRAFTENREED

4794341 and

ALAN W DEETERS and MARY E DEETERS

173.

41083334

174.

4834594

BRAYLON HAYNES

4855983

Marcus E Brown on behalf of ESTATE OF

175.

BARBARA A BROWN

176.

40634439

MARY SUE SCHLENSKER

177.

40968235

MELISSA A MCDONALD

         Late Exclusion Requests Received

1127547 and

NICHOLAS WALKER and NANCY WALKER

178.

40013291

179.

2356401

JOYCE EKLUND

180.

3021510

KAYODE POWELL

181.

4404407*

ESTATE OF ROSARIO RAPISARDI

         * The total count of GCG ID numbers is 219.


Summaries of

Huyer v. Wells Fargo & Co.

United States District Court, S.D. Iowa, Central Division
Feb 17, 2016
314 F.R.D. 621 (S.D. Iowa 2016)

approving $25,750,000 class action settlement when class counsel estimated that class members had incurred actual damages of over $100,000,000

Summary of this case from Keil v. McCoy

approving $10,000 incentive award for each plaintiff after finding they "were deposed, participated in discovery, and maintained contact with class counsel over the course of this multi-year litigation"

Summary of this case from Swinton v. Squaretrade, Inc.
Case details for

Huyer v. Wells Fargo & Co.

Case Details

Full title:EDWARD HUYER, et al., Plaintiffs, v. WELLS FARGO & CO. and WELLS FARGO…

Court:United States District Court, S.D. Iowa, Central Division

Date published: Feb 17, 2016

Citations

314 F.R.D. 621 (S.D. Iowa 2016)

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