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Ring Ring Attorney

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(@norman-oklahoma)
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Working on an ALTA, speaking to the paralegal reviewing.

Her: I need you to also certify to Joe Schmo, the buyer, and his assigns.

Me: I will gladly certify to Joe, but not to an unlimited number of unknown assigns.

Her: Other surveyors always do it.

Me: Other surveyors aren't very smart. If I was your client, would you allow me to sign such a certification?

Her: Uh..... Uh.... OK. Joe is going to form an LLC eventually and transfer ownership.

Me: I can reissue the ALTA when you know who the assign is to be.

 
Posted : March 16, 2015 11:20 am
(@foggyidea)
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With or without the certification to other "assigns" your liability is going to run with the plan and whomever relies on it.

I never could understand the reason for digging in on these requests. I was raised that our liability extends beyond the client. I usually just say, Ok.

Dtp

 
Posted : March 16, 2015 11:26 am
(@norman-oklahoma)
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Then why are the attorneys so anxious about it? There is professional liability and then there is financial liability. Your financial liablity is generally limited to the person who paid for the survey. By certifying to others you extend that liability.

 
Posted : March 16, 2015 11:42 am
(@foggyidea)
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Interesting distinction.

I was taught that the liability runs with the survey and to whomever relies on the survey.

Now Professional Liability vs. Financial Liability, I assume that one is actionable by the Registration Board and the other in a court of law.

I guess that negligent practice, which is actionable in court, is different than substandard practice which the Board oversees.

Is that the distinction that you're making?

Dtp

 
Posted : March 16, 2015 11:53 am
(@norman-oklahoma)
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> Is that the distinction that you're making?
Yes. You could be held financially liable for missing a vault or something on your survey. That might cause your client some financial loss, which you may be liable for. You would also be liable for any financial loss suffered by anyone else you certify to. If you certify to "assigns" that could be a very large number of people and their attorneys.

But missing a single vault probably wouldn't rise to the level of gross incompetence, which your licensing board would be interested in.

 
Posted : March 16, 2015 12:14 pm
(@kscott)
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a Google search for "privity of contract cases with surveyors" will yield a wealth of references which may cause you to reconsider your theory. I will admit to arguing against the same clause, usually by convincing the attorney that I am liable to those successors and assigns without stating it.

 
Posted : March 16, 2015 12:48 pm
(@foggyidea)
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Yeah, I agree with K. You can be sued for anything, but to be held liable there must be some breach. Unseen, buried stuff is usually exempt.

I have always felt that attempting to limit liability doesn't work, if pressed. Iy may give someone the cause to hesitate but if pursued will be defeated.

My 0.04' again

Dtp

 
Posted : March 16, 2015 1:04 pm
(@norman-oklahoma)
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I'm sure that clever attorneys can make all sorts of arguments and make them stick sometimes. For me, I think that it would be imprudent to certify to just anyone and everyone, where I can avoid it.

 
Posted : March 16, 2015 1:46 pm
(@james-vianna)
Posts: 635
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I think we beat this subject up pretty well three years ago. See http://beerleg.com/index.php?mode=thread&id=123137#p123333
and in particular Duane's comments.
Jim

 
Posted : March 16, 2015 3:45 pm
(@tommy-young)
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[sarcasm]All my surveys have this statement: This survey subject to what an accurate survey would show.[/sarcasm]

 
Posted : March 17, 2015 7:38 am
(@andy-j)
Posts: 3121
 

I'm with you on that one. I just leave it off if it comes on a list of 'certifications'. If anyone asks, I tell them that my attorney and insurance provider have advised me against "ISAOA.. as they may appear" sort of language. I have NEVER had anyone complain after that.

 
Posted : March 17, 2015 10:51 am
(@james-fleming)
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I'm a liability vending machine...the more liability you want from me, the more quarters you have to put in.

 
Posted : March 17, 2015 10:56 am
(@lone-stranger)
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Kind of a funny story about that:

When I was at one of my first gigs as a tech, I did the drafting and calcs on a typical lot survey. The firm I was at performed all kinds of surveying, and they had the best production line I've seen for spitting out lot surveys. Anywho, attorney calls wanting a big certification to all kinds of things and other people. I send him to the company owner. I'm with him in his office when the call goes down - he tells the attorney the only way he would sign such a cert is for a fee equal to the value of the lot. I hear him "OK" a few times then hangs up the phone, then starts cussing like a sailor and quite serious - then spits at me "NEVER LET ME DO THAT AGAIN!"

"Do what?"

"Tell an attorney I'll sign one of those certs for ANYTHING!"

"Oh"

"Now go put it on the survey and I'll sign it."

"Ok"

He did get the fee and that was the last I heard of it, and no, he never did that again to my knowledge.

 
Posted : March 17, 2015 11:23 am