Wednesday, February 12, 2020

[CASE DIGEST/CASE BRIEF] EARLE B.BARNES v. CHARLES LEE ANDREWS (US District Court for the Southern District of New York 298 F. 614)


1924 
 
Ponente: Learned Hand, J. 

Topic: Duties of Directors and Controlling Stockholders

FACTS:

·         Liberty Starters Corp. was organized in 1918 under the Corporation Law of NY to manufacture starters for Ford motors and airplanes. 

·         In October 1919, Charles Lee Andrews took office as a director, and served until he resigned in June 1920. Andrews was a friend of the preident, Maynard, who had induced him as the largest stockholder to become a director.

·         During his incumbency, over $500k was raised by the sales of stock of the company. Officers and employees were hired at substantial salaries, while the factory was equipped with machinery. Starter parts were made in quantity, but delays were experienced in the production thereof, resulting in running charges which steadily depleted the company funds.

·         Only two meetings of directors were held between his appointment as director and his resignation. He was able to attend one and was forced to skip the other because of his mother's death. Andrews' only attention to the affairs of the company consisted of talks with the president as they met from time to time.

·         After Andrews resigned, the company continued doing business until the spring of 1921, when Earle Barnes was appointed as receiver. Barnes discovered that the company did not have funds, and when the company's assets were sold, only a small sum was realized. 

·         Thereafter, Barnes filed a complaint against Andrews for misprision of office. The complaint alleged that as a director, Andrews failed to give adequate attention to the affairs of the company, which had been conducted incompetently and without regard to the waste in salaries during the period before production was possible. This was exacerbated by conflicts among the personnel, in particular between the factory manager and the engineer.

RULING: 

Although guilty of misprision of office, Andrews could not be held liable for damages because there was no evidence that his neglect caused losses to the company, and that, if there were, that loss cannot be ascertained.

Whether Andrews was negligent in the discharge of his duties as a director (misprision of office). – YES.

·         While directors are effectively the managers of the company, they are not expected to interfere individually in the actual conduct of its affairs. To do so would disturb the authority of the officers and destroy their individual responsibility, without which no proper discipline is possible. To them must be left the initiative and the immediate direction of the business. The directors can act individually only by counsel and advice to them.

·         Yet, directors have an individual duty to keep themselves informed in some detail to the affairs of the company. It is this duty which Andrews failed to adequately perform.

·         All Andrews did was to talk with the president, Maynard, as they met while commuting from Flushing, NY, or at their homes. That might be enough because Andrews did not have reason to subject Maynard's candor. But it was clear Andrews did not press Maynard for details as he should have. 

·         It is not enough to content oneself with general answers that the business looks promising and that all seems prosperous. Andrews was bound, certainly as the months wore on, to inform himself of what was going on with some particularity. If he had done so, he would have learned that there were delays in getting into production which were putting the enterprise in serious peril.

·         Having accepted a post of confidence, Andrews was charged with an active duty to learn whether the company was moving to production, and why it was not, and to consider what could have been done to avoid the conflicts among the personnel, or their incompetence, which was slowly bleeding the company to death.

Whether Andrews should be held liable for damages on account of the losses suffered by the corporation during his incumbency. – NO.

·         While it is true that Andrews was not very well-suited by experience for the job he had undertaken, he could not be held liable for damages on that account. After all, it is the same corporation that chose him which now seeks to charge him. 

·         Barnes must go further than show that Andrews should have been more active in his duties. He must adequately discharge the burden of proving that Andrews' performance of his duties would have avoided the losses. In the instant case, this burden was not fulfilled.

No proof of causation

·         When a business fails from general mismanagement, business incapacity, or bad judgment, it is difficult to conjecture that a single director could turn the company around, or how much dollar he could have saved had he acted properly.

·         In the instant case, there was no showing that had Andrews done his duty he could have made the company prosper, or at least could have broken its fall.

Uncertain and speculative conjectures

·         Andrews is not subject to the burden of proving that the loss would have happened whether or not he had done his duty. If he were, it would come to this: If a director were once shown to slack in the discharge of his duties, he would stand charged prima facie with the difference between the corporate treasury as it was, and as it would be adjudged by a hypothetical standard of success.

·         How could such a standard be determined? How could anyone guess how far a director's skill and judgment would have prevailed upon his fellows, and what would have been the ultimate fate of the business, if they had? How is it possible to set any measure of liability, or to tell what could have contributed to the event?

·         Men's fortunes may not be subjected to such uncertain and speculative conjectures.

No implied warranty of special fitness

·         Unlike lawyers or doctors, directors are not specialists. They must have good sense, but not any technical talent. They are the general advisers of the business, and if they faithfully give such ability as they have to their charge, it would not be lawful to hold them liable. Must a director guarantee that his judgment is good? The answer is no. 

·         No persons of sense would take an office if the law imposed upon them a guaranty of the general success of their companies as a penalty for any negligence.