Untitled Texas Attorney General Opinion

@ffice of the EIttornep @enerat &ate of tEexa8 DAN MORALES ATTORNEY GENERAL March 10, 1995 Honorable Kenny Marchant Opinion No. DM-332 Chair Committee on Investments and Banking Re: Whether certain subordiited debt Texas House of Representatives of a pawnshop must be included in the P.O. Box 2910 calculation of net assets for purposes of Austin, Texas 78768-2910 determining eligibility for a pawnshop license under the Texas Pawnshop Act, V.T.C.S. tit. 79, ch. 51 (RQ-724) You have asked whether certain subordinated debts constitute applicable liabiities that must be included in the calculation of net assets for purposes of the Texas Pawnshop Act (the “act”), V.T.C.S. tit. 79, ch. 51. Under the act, no person may engage in business as a pawnbroker unless the person has received a license from the Consumer Credit Commission.r V.T.C.S. art. 5069-51.03(a). To be eligible for a pawnshop license, an applicant must, among other things, “have net assets of at least $150,000 readily available for use in conducting the business of each licensed pawnshop.‘? Id. art. 5069-51.03A(a)(2). Pursuant to article 5069-51.02(g), “[n]et assets”-means the book value of the current assets of a person or pawnbroker less its applicable liabilities as stated in this ‘Tbepmposeoftheactisto (1) exercise the state’spolice powr to ensure a sound system of making pawn loam and acquiring aad disposing of taagible perbanalproperlyby and tbmogb pawnshopsand to preventudawiul pmpeztytrawacdons, parlicularlyin sloien property,through liccasing and legdating pawnbrokersand certain personsunplsvea by or ia pawnshops; (2) provide for licensing fees, investigationfees, and minimum capital rcpuinmnts of licensees; (3) enme fioaocial reapmaiiilityto the stateand tbe public; (4) ensure umlpliaoce with federal, state, and led laws, roles, regulations,and ordinances;and (5) assisIloeal govmmcntaiotbe-ofIheirpoliapown. V.T.C.S. art. 5069-51.0111 2A paw&&u most receivea separetelieenae for each place of business. See V.T.C.S. art. 5069-51.06(a). Honorable Kenny h4archant - Page 2 W-332) subsection. Current assets include the investment made in cash, bank deposits, merchandise inventory, and loans due from customers excluding the pawn service charge. Current assets do not include the investments made in fixed assets of real estate, furniture, fixtures, or equipment; investments made in stocks, bonds, or other securities; or investments made in prepaid expenses or other general intangibles. Applicable liabilities include trade or other accounts payable; accrued sales, income, or other taxes; accrued expenses; and notes or other payables that are. Unsecured or secured in whole or part by current assets. Applicable liiies do not include liabilities secured by assets other than current assets. Net assets must be represented by a capital investment unencumbered by any liens or other encumbrances to be subject to the claims of general creditors. . . . The Of& of the Consumer Credit Commissioner has promulgated a rub9 explaining the method by which it calculates an applicant’s or a licensee’s net assets: An applicant or licensee’s net assets is the sum of cash on hand, bank deposits, the value of merchandise inventory held for sale in the pawnshop or to be held for sale in the pawnshop, and the amount of money loaned on open pawn loans receivable less any and alI un- secured debts, and debts secured in whole or part by the previously listed assets. Assets must be available for use in the pawnshop business to be acceptable. 7 T.A.C. § 85.2(a)(2)(A). You have described a hypothetical situation similar to a situation you understand to occur with increasing frequency. You establish that a pawnshop has current assets of $160,000, and with the exception of its subordinated debt, the pawnshop has no applicable liabilities. You continue by adviSmg that the pawnshop has borrowed from and owes money to a bank in the amount of SlOO,OOO. The pawnshop has executed a security agreement and financing statement to the bank, covering all of the business’s assets. Simultaneously with the execution of the security agreement and financing statement, the pawnshop and the bank executed a subordiition agreement. Under the subordination agreement, you state that the bank agrees to subordinate any lien or claim it might have to permit the pawnshop to meet the act’s net asset require- ment. The subordination agreement provides that any lien or claim of the bank to the assets of the pawnshop always will be subordinate to the S150,oOn net asset requirement and subordinate to the right of general creditors to have 6rst claim : the first $150,000 of net assets of the pawnshop. You indicate that subordination agreements come in various 3Article 5069-51.09(b), V.T.C.S., authorizes the ~3mwner Credit &mmissioner to adopt regulations- for the enforcelnent oftbe set and consistentwith the act’sprovisioas. p. 1756 Honorable Kenny Marchant - Page 3 (DM-332) forms with various requirements, but all of the subordination agreements of which you are aware do not vary in their basic thrust: a lender who would otherwise be secured (by current assets) or a general creditor has agreed to subordinate its debt and any claim it might have against the current assets of the pawnshop to permit the pawnshop to meet the act’s net asset requirement. If the debt that is the subject of the subordination agreement is not an applicable liabiity for purposes of determining the pawnshop’s net assets under V.T.C.S. article 5069-5 1.02(g), then the pawnshop has sufficient net assets to be eligible Rx a pawnshop license. See V.T.C.S. art. 5069-51.03A(a)(2). If, on the other hand, the debt is an applicable liability, then the net assets of the pawnshop in the hypothetical you have described are insu&ent to qualify for licensure under the act. See id. You ask us to construe the defmition of “net assets” provided in section 51.02(g) to determine whether a subordinated debt such as you describe is an applicable liability. The legislature amended the act in 1981. adding the statement of purpose and the detinition of net assets, among other things. See Act of April 27, 1981,67th Leg., ch. 99, § 2,198l Tex. Gen. Laws 221,221-22. The legislature had enacted a substantially simihu detInition of net assets in 1979, see S.B. 166, 66th Leg., R.S. (1979). but the governor vetoed the bii. In 1979 Rep resent&e Laney, house sponsor of Senate Bill 166, explained to the House Committee on Piicial Institutions that the bii “tightened up” the act. Hearings on S.B. 166 Before the House Comm. on Financial Institutions, 66th Leg. (Peb. 27, 1979) (tape available from House Video/Audio Services) (statement of Representative L-army). According to a witness who spoke at the hearing, at that time the act required pawnbrokers and applicants to have net assets in the amount of $25,000, but the act did not define “net assets.” Id. (statement of WtiamR. Pakis, representmg the Texas Pawn Brokers Association). An unidentitied representative stated that the bill defined the term “net assets” in terms of assets that a pawnbroker might liquidate quickly to give to a consumer. Id.; see &o id. (statement of unidentbied representative explaining that S.B. 166 is consumer oriented). In interpreting a statute, a court diligently must attempt to asmtain legislative intent. Gov’t Code $312.005; see 67 TEX JUR 3D Srufutes 8 91, at 651-52 (1989) (and sources cited therein). Upon examming the legislative history, we see that the legislature meant by the term “net assets” to describe assets of a pawnshop business that a pawnbroker might liquidate quickly to make available to a consumer. In this regard, we note that article 5069-51.03A(a), which provides requisites for eligibiity for a pawnshop license, includes a mandate that an applicant for a license have net assets of at least SlSO,OOO“readily available for use in conducting the business of each licensed pawnshop.” We further note that, for purposes of calculating an applicant’s or licensee’s net assets, the act lists as current assets items easily liquidated. See V.T.C.S. art. 5069-51.02(g). The act explicitly excludes items that may be di&ult to liquidate: “investments made in fixed assets of real estate, linniture, fixtures, or equipment; investments made in stocks, bonds, or other securities; or investments made in prepaid p. 1757 HonorableKenny Marchant - Page 4 (nM-337-I expenses or other general intangibles.*’ Id. Likewise, applicable liabilities include liabiities secured by current assets, which would hinder the quick liquidation of the assets. See id. Ordinarily, different hens on the same property have priority in the time of their creation. 50 TEX. JUR. 3D Liens 5 12, at 299 (1986) (and authorities cited therein). Parties may vary the common practice by contract, however. See id. at 299-300. A subordination agreement is a contractual modification of hen priorities. ITT Diversified Credit Corp. v. First Ci@ Capikzl COT., 737 S.W.Zd 803,804 (Tex. 1987); Western Auto Sup&~ Co. v. Brawport Bank, 840 S.W.2d 157, 159 (Tex. App.-Houston [lst Dist.] 1992, no writ) (citing Zi’T Diversijkd Creub Corp.). Accordingly, such an agreement must be construed consistent with the parties’ expressed intention as well as the terms of the agreement itself ZZT Diversified Credit Corp., 737 S.W.2d at 804; Western Auto Supply Corp., 840 S.W.2d at 159 (citing ITTDiversified CreaYtCorp.). From your description of the subordination agreement and f?om the information we have found, it appears that a bank forfeits its security priority to current assets of the pawnshop in the amount of $150,000. It also would .appear that the bank forfeits any rights it may have as an unsecured creditor to current assets in the amount of S150,OOO. Jf these assumptions are true, a subordination agreement would not render a pawnshop’s current assets unavailable for use in the pawnshop business, see V.T.C.S. art. 5069-51.03A(a)(2); 7 T.A.C. 5 85.2(a)(2)(A), nor would it hinder a pawnshop’s ability quickly to liquidate its assets. Thus, debt that is subject to a subordination agreement such as you describe would not be an applicable liability for purposes of calculating a pawnshop’s net assets under article 5069-51.02(g), V.T.C.S. We do not construe contracts in the opinion process, however. Attorney General Opinions DM- 192 (1992) at 10; JM-697 (1987) at 6. Additionally, we cannot resolve fact questions in the opinion process. See, e.g., Attorney GeneraJ Opinions DM-98 (1992) at 3; H-56 (1973) at 3; M-187 (1968) at 3; O-2911 (1940) at 2. Thus, we are unable to determine whether, in a particular case, a debt subject to a particular subordination agreement actually is an unsecured debt or a debt secured in whole or part by a pawnshop’s current assets. p. 1758 Honorable Kenny Marchant - Page 5 (~~-332) UMMARY s Assuming that under a subordination agreement, a bank forfeits its security priority as well as any rights it may have as an unsecured creditor to current assets of a pawnshop-borrower in the amount of S150,000, a subordination agreement would not render the pawn- shop’s current assets unavailable for use in the pawnshop business. Accordingly, debt that is subject to a lender’s subordination agreement generally is not an applicable liabiity for the purpose of calculating the pawnshop’s net assets under V.T.C.S. article 5069-50.02(g). DAN MORALES Attorney General of Texas JORGE VEGA First Assistant Attorney General SARAH J. SHIRLEY Chair, Opiion Committee Prepared by Kymberly K. Oltrogge Assistant Attorney Geneml p. 1759