Herzog v New York City Dist. Council of Carpenters Pension Fund

Annotate this Case
Herzog v New York City Dist. Council of Carpenters Pension Fund 2016 NY Slip Op 05665 Decided on July 28, 2016 Appellate Division, First Department Published by New York State Law Reporting Bureau pursuant to Judiciary Law ยง 431. This opinion is uncorrected and subject to revision before publication in the Official Reports.

Decided on July 28, 2016
Sweeny, J.P., Acosta, Feinman, Kapnick, Webber, JJ.
1594 154427/15

[*1]Robert Herzog, Plaintiff-Appellant,

v

The New York City District Council of Carpenters Pension Fund, et al., Defendants-Respondents.



Zukerman Gore Brandeis & Crossman, LLP, New York (Ted Poretz of counsel), for appellant.

Kauff McGuire & Margolis LLP, New York (Marjorie B. Kulak of counsel), for the New York City District Council of Carpenters Pension Fund, the New York City District Council of Carpenters Welfare Fund, the New York City District Council of Carpenters Annuity Fund, the New York City District Council of Carpenters Apprenticeship, Journeyman Retraining, Educational and Industry Fund and the New York City Carpenters Relief and Charity Fund, respondents.

Spivak Lipton LLP, New York (Denis P. Duffey, Jr. of counsel), for District Council of New York City and Vicinity of the United Brotherhood of Carpenters and Joiners of America, respondent.



Order, Supreme Court, New York County (Cynthia S. Kern, J.), entered September 10, 2015, which granted the benefit fund defendants' (the funds) and the union defendant's (the union) motions to dismiss the complaint as against them unanimously reversed, on the law, without costs, the motions denied, and plaintiff granted leave to amend the complaint.

The funds provide pension, welfare, annuity, and apprenticeship benefits to their participants who work under collective bargaining agreements between the union and various employers. Plaintiff, designated as an arbitrator of disputes in which the union and the funds are parties, alleges that his rates were determined and that he was paid pursuant to a "protocol" wherein he performed his duties as arbitrator, sent his invoices, as instructed by defendants, to an umbrella administrator organization for the funds and union, and received payments. Plaintiff provides copies of some invoices he submitted to the umbrella entity referencing the funds, the union, the date and nature of the arbitration work performed on their behalf, and the relevant payment stubs. Plaintiff alleges that defendants failed to pay 33 invoices he tendered to them through the umbrella entity between April 2010 and April 2012. These allegations, along with the paid invoices, are sufficient to state a cause of action against the funds and the union for breach of an oral or implied contract (see Coca-Cola Refreshments, USA, Inc. v Binghamton Giant Mkts., Inc., 127 AD3d 1319, 1320-1321 [3d Dept 2015]; Law Offs. of K.C. Okoli, P.C. v Maduegbuna, 62 AD3d 477 [1st Dept 2009], lv dismissed 13 NY3d 771 [2009]; see also Liddle & Robinson v Shoemaker, 276 AD2d 335, 336 [1st Dept 2000]).

Plaintiff also alleges that he sent several invoices to defendants through the umbrella entity, that his invoices were received and retained without objection within a reasonable time, that partial payments were made, and that defendants then stopped paying. He alleges that he engaged in this practice at the instruction of defendants and with regularity (see Roth Law Firm, PLLC v Sands, 82 AD3d 675, 676 [1st Dept 2011]). These allegations state a cause of action against defendants for an account stated (see Brunelle & Hadjikow, P.C. v O'Callaghan, 126 AD3d 584, 584 [1st Dept 2015], appeal dismissed 26 NY3d 975 [2015]).

Plaintiff is granted leave to amend the complaint to plead the elements of his causes of action against defendants with greater specificity (see Palisades Tickets, Inc. v Daffner, 118 AD3d 619, 620 [1st Dept 2014]).

THIS CONSTITUTES THE DECISION AND ORDER

OF THE SUPREME COURT, APPELLATE DIVISION, FIRST DEPARTMENT.

ENTERED: JULY 28, 2016

CLERK



Some case metadata and case summaries were written with the help of AI, which can produce inaccuracies. You should read the full case before relying on it for legal research purposes.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.