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Moor v. Travelers Ins. Co.

United States Court of Appeals, Fifth Circuit
Apr 25, 1986
784 F.2d 632 (5th Cir. 1986)

Summary

holding that a violation occurs "when the transaction is consummated," and, for purposes of the statutory limitations period, the "nondisclosure is not a continuing violation."

Summary of this case from Duplessis v. U.S. Bank Home Mortg.

Opinion

No. 85-4586. Summary Calendar.

March 10, 1986. Rehearing Denied April 25, 1986.

R.B. Moor, pro se.

Rhesa H. Barksdale, R. Barry Cannada, Daniel J. Mulholland, Jackson, Miss., for defendant-appellee.

Appeal from the United States District Court for the Southern District of Mississippi.

Before POLITZ, GARWOOD and JOLLY, Circuit Judges.


R.B. Moor appeals the dismissal of his complaint alleging that Travelers Insurance Company (Travelers) violated provisions of the Truth-in-Lending Act (TILA), 15 U.S.C. §§ 1601 et seq. The district court concluded that the action was time-barred under the TILA's limitation provisions and dismissed the complaint under Rule 12(b)(6) of the Federal Rules of Civil Procedure. We affirm.

FACTS

On February 14, 1978, Travelers loaned Moor $525,000, secured by a deed of trust on property in Leflore County, Mississippi. It appears that at the time of the loan transaction, Travelers did not give Moor the creditor's disclosure statements required by 15 U.S.C. § 1638(a). Moor defaulted on the loan and Travelers foreclosed on the Leflore County property.

On April 10, 1985, Moor filed the instant complaint, seeking rescission of the loan transaction under 15 U.S.C. § 1635(a)-(b), statutory damages under § 1640(a)(2)(A), and attorneys' fees under § 1640(a)(3). The action was grounded on Travelers' failure to provide the statutorily mandated disclosure statements. Travelers' successfully invoked the one- and three-year limitations provisions of the TILA.

ANALYSIS

Concluding a credit transaction without giving the required disclosures constitutes a TILA nondisclosure violation. Dryden v. Lou Budke's Arrow Finance Co., 630 F.2d 641 (8th Cir. 1980). The credit transaction is consummated at the moment "a contractual relationship is created between [a creditor and a customer] . . . ." Bourgeois v. Haynes Construction Co 728 F.2d 719, 720 (5th Cir. 1984) (applying 12 CFR § 226.2(kk) as it existed at the time of the contract). As Judge Wisdom, sitting by designation, noted in In re Smith, 737 F.2d 1549, 1552 (11th Cir. 1984): "The violation `occurs' when the transaction is consummated. Nondisclosure is not a continuing violation for purposes of the statute of limitations." (Citation omitted.)

The transaction before the court was consummated on February 14, 1978, the date upon which the limitations periods began.

It is obvious that Moor's suit for monetary damages under § 1640(a), initiated more than seven years after the loan transaction, is barred by the one-year statute of limitations set forth in § 1640(e). In re Smith, 737 F.2d at 1552, 1555; Jackson v. Columbus Dodge, Inc., 676 F.2d 120 (5th Cir. 1982); Davis v. Federal Deposit Insurance Corp., 620 F.2d 489 (5th Cir. 1980), modified, 636 F.2d 1115 (1981); accord, Felt v. Federal Land Bank Ass'n, 760 F.2d 209 (8th Cir. 1985). Likewise, his claim for rescission is barred by the three-year statute of limitations set forth in § 1635(f).

15 U.S.C. § 1640(e) provides: "Any action under this section may be brought in any United States district court or in any court of competent jurisdiction, within one year from the date of the occurrence of the violation."

15 U.S.C. § 1635(f) provides:

An obligor's right of rescission shall expire three years after the date of consummation of the transaction or upon the sale of the property, whichever occurs earlier, notwithstanding the fact that the disclosures required under this section or any other material disclosures required under this chapter have not been delivered to the obligor.

We are not persuaded by Moor's argument that the limitations period should not run until a reasonable person would have been put on notice of the facts constituting the cause of action, and that this did not occur at the time of the consummation of the transaction. To clothe himself in the protective garb of the tolling doctrine, a plaintiff must show that the defendants concealed the reprobated conduct and despite the exercise of due diligence, he was unable to discover that conduct. In re Beef Industry Antitrust Litigation, 600 F.2d 1148 (5th Cir. 1979), cert. denied, 449 U.S. 905, 101 S.Ct. 280, 66 L.Ed.2d 137 (1980). Moor has not alleged that Travelers concealed material facts, nor could he. The causative fact was Travelers' failure to disclose the required information when the loan was concluded. That occurred on February 14, 1978. Moor knew or should have known of this failure as of that date.

Nor may Moor avoid the statute of limitations under any of TILA's exceptions. He cannot revive a time-barred claim by characterizing his suit as a "defense to an illegal claim" under the recoupment theory provided by the statute. Under the express language of § 1640(e) a recoupment or set-off claim will be exempt from the one-year statute of limitations only when the debtor's claim is raised as a defense or a counterclaim to a creditor's "action to collect the debt."

15 U.S.C. § 1640(e), as amended, provides:

Any action under this subsection may be brought in any United States district court, or in any other court of competent jurisdiction, within one year from the date of the occurrence of the violation. This subsection does not bar a person from asserting a violation of this subchapter in an action to collect the debt which was brought more than one year from the date of the occurrence of the violation as a matter of defense by recoupment or set-off in such action, except as provided by State law. (Emphasis added.)

[The Supreme Court teaches in Bull v. United States, 295 U.S. 247, 262, 55 S.Ct. 695, 700, 79 L.Ed. 1421 (1935), that "recoupment is in the nature of a defense arising out of some feature of the transaction upon which the plaintiff's action is grounded. Such a defense is never barred by the statute of limitations so long as the main action itself is timely." To maintain a claim for recoupment, the debtor must show that (1) the TILA violation and the debt are products of the same transaction, (2) the debtor asserts the claim as a defense, and (3) the main action is timely. In re Smith. Moor's claim founders on the second and third elements. When the debtor hales the creditor into court, as Moor has done in this case, the claim by the debtor is affirmative rather than defensive. As such, it is subject to the one- and three-year limitations provisions. In re Smith.

The limitations of §§ 1640(e) and 1635(f) apply. The exceptions to those sections do not apply.

The judgment of the district court is AFFIRMED.


Summaries of

Moor v. Travelers Ins. Co.

United States Court of Appeals, Fifth Circuit
Apr 25, 1986
784 F.2d 632 (5th Cir. 1986)

holding that a violation occurs "when the transaction is consummated," and, for purposes of the statutory limitations period, the "nondisclosure is not a continuing violation."

Summary of this case from Duplessis v. U.S. Bank Home Mortg.

holding the plaintiff's failure to disclose required information when loan was concluded did not constitute concealment of a material fact

Summary of this case from Morse v. Stanley

holding borrower/plaintiff could not benefit from § 1640(e) exception

Summary of this case from Campbell v. Machias Sav. Bank

affirming dismissal of claim for damages under TILA as time-barred

Summary of this case from Seeberger v. Bank of Am., N.A.

explaining that a TILA violation occurs when the credit transaction is consummated and that the transaction is consummated when a contractual relationship is created

Summary of this case from Jeffcoat v. Lamar Props. LLC

dismissing plaintiffs' TILA and Regulation Z claims as time-barred under the one-year statute of limitations

Summary of this case from Wilson v. Deutsche Bank Tr. Co. Ams.

In Moor v. Travelers Ins. Co., the Fifth Circuit held: "To clothe himself in the protective garb of the tolling doctrine, a plaintiff must show that the defendants concealed the reprobated conduct and despite the exercise of due diligence, [the plaintiff] was unable to discover that conduct."

Summary of this case from Hibbs v. Wells Fargo Bank

stating that "[c]oncluding a credit transaction without giving the required disclosures constitutes a TILA nondisclosure violation" because "[t]he violation occurs when the transaction is consummated"

Summary of this case from Jay v. Wells Fargo

requiring plaintiff asserting equitable tolling to "show that the defendants concealed the reprobated conduct and despite the exercise of due diligence,he was unable to discover that conduct"

Summary of this case from Hosler v. Nationstar Mortg., L.L.C.

In Moor, the court recognized the general applicability of the fraudulent concealment doctrine but refused to apply it where the defendant simply failed to disclose the required information.

Summary of this case from Garcia v. Universal Mortg. Corp.

In Moor, the court recognized the general applicability of the fraudulent concealment doctrine but refused to apply it where the defendant simply failed to disclose the required information.

Summary of this case from Row v. CTX Mortg. Co.

In Moor, the court held that the plaintiff/debtor failed to establish the second and third elements because the debtor's claim was not a defensive response.

Summary of this case from Williams v. Countrywide Home Loans, Inc.

In Moor, the plaintiff brought a claim under the TILA against a lender for damages and sought rescission of the loan contract. Id.

Summary of this case from Williams v. Countrywide Home Loans, Inc.

explaining that "consummation" is the date when the contract begins

Summary of this case from Rowland v. Novus Financial Corp.
Case details for

Moor v. Travelers Ins. Co.

Case Details

Full title:R.B. MOOR, PLAINTIFF-APPELLANT, v. THE TRAVELERS INSURANCE CO.…

Court:United States Court of Appeals, Fifth Circuit

Date published: Apr 25, 1986

Citations

784 F.2d 632 (5th Cir. 1986)

Citing Cases

Hibbs v. Wells Fargo Bank

15 U.S.C. § 1640(e). Moor v. Travelers Ins. Co., 784 F.2d 632, 633 (5th Cir. 1986); Bourgeois v. Haynes…

Williams v. Countrywide Home Loans, Inc.

The cases recognize a "recoupment exception" to the limitations bar on TILA actual damages claims. See Moor…