Burlington Coat Factory v. Newgate Mall
CourtCourt of Appeals of Utah
Date FiledJuly 30, 2026
DocketCase No. 20250149-CA
StatusPublished
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Full Opinion
2026 UT App 112
THE UTAH COURT OF APPEALS
BURLINGTON COAT FACTORY WAREHOUSE CORP.,
Appellee,
v.
NEWGATE MALL OTHER EQUITIES LLC, NEWGATE MALL OTHER
HOLDINGS LLC, AND FASHION POINT NEWGATE LLP,
Appellants.
Opinion
No. 20250149-CA
Filed July 30, 2026
Third District Court, Salt Lake Department
The Honorable Kara Pettit
No. 230900250
Robert L. Janicki and Michael L. Ford,
Attorneys for Appellants
George W. Pratt and Jack L. Darrington,
Attorneys for Appellee
JUDGE GREGORY K. ORME authored this Opinion, in which
JUDGES DAVID N. MORTENSEN and RYAN M. HARRIS concurred.
ORME, Judge:
¶1 Newgate Mall Other Equities LLC, Newgate Mall Other
Holdings LLC, and Fashion Point Newgate LLP (collectively,
Newgate) appeal the district court’s grant of partial summary
judgment in favor of Burlington Coat Factory Warehouse
Corporation (Burlington) in a dispute arising from a commercial
lease. Newgate argues that upon determining that the underlying
lease was ambiguous, the court improperly weighed extrinsic
evidence to resolve the question of the parties’ intent on summary
judgment. We disagree and affirm.
Burlington Coat v. Newgate Mall
BACKGROUND 1
¶2 In 2013, the parties’ predecessors-in-interest entered into a
commercial lease agreement (the Lease) for retail space at the
Newgate Mall (the Mall) in Ogden, Utah. Newgate and
Burlington later acquired their respective interests in the Lease,
with Newgate assuming the role of landlord and Burlington the
role of tenant.
¶3 At the time the Lease was entered into, Dillard’s and Sears
operated as two of the Mall’s anchor tenants. To protect against
the loss of customer traffic, Article 1.25 of the Lease included a
co-tenancy provision (the Co-Tenancy Provision), 2 which stated,
with our emphasis,
Operating Co-Tenancy: (i) In the event that, on the
Rent Commencement Date or during the remaining
Term hereof: (x) Dillard’s and Sears are not open and
1. “In reviewing a district court’s grant of summary judgment, we
view the facts and all reasonable inferences drawn therefrom in
the light most favorable to the nonmoving party and recite the
facts accordingly.” Ockey v. Club Jam, 2014 UT App 126, ¶ 2 n.2,
328 P.3d 880 (quotation simplified).
2. Because “anchor tenants greatly impact the economic viability
of other retail tenants in a shopping center by attracting
customers,” co-tenancy provisions—“which are typically only
found in retail leases”—“condition a retail tenant’s opening or
operating of its business on whether other tenant businesses in a
specific shopping center are also open for business.” JJD-HOV Elk
Grove LLC v. Jo-Ann Stores, LLC, 560 P.3d 297, 299 (Cal. 2024)
(quotation simplified). Such provisions typically “provide the
tenant with the option to pay reduced rent, or occasionally to
terminate the lease, should the provision’s specified tenancy
levels for the shopping center not be met.” Id.
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Burlington Coat v. Newgate Mall
operating for business in the [Mall] or (y) less than sixty
(60%) percent of the gross leasable area of the [Mall]
(excluding leasable area of the Leased Premises and
outparcels) is leased to and occupied by operating
retailers (the aforesaid conditions being hereinafter
referred to as an “Operating Failure”), then in either
such event Tenant shall have the right,
notwithstanding anything to the contrary contained
herein . . . (A) until such time that the Operating
Failure is remedied, to remain in the Leased
Premises and pay to Landlord in lieu of Minimum
Annual Rental, Percentage Rental, Joint Use Area
Costs and Taxes an amount equal to two percent
(2%) of Net Sales . . . (“Operating Failure Alternate
Rent”) for each and every month, payable monthly,
in arrears, within twenty (20) days following the
end of each calendar month . . . .
Article 1.25 also included a cure provision (the Cure Provision),
which stated, again with our emphasis,
Notwithstanding anything to the contrary set forth
in this Article 1.25, in the event Dillard’s and/or Sears
are no longer open and operating (“Dark Department
Stores”), such opening and operating obligation may
be satisfied by opening and occupancy of
eighty-five percent (85%) of the leasable floor area
of the Dark Store(s) with a regional or national
replacement tenant of similar size and caliber.
Tenant shall resume the payment of the Minimum
Annual Rental, Percentage Rental, Joint Use Costs
and Taxes specified herein upon the date that the
Operating Failure ceases to exist.
¶4 In April 2018, Sears vacated its leased premises at the Mall.
Subsequently, in January 2023, Burlington filed suit seeking
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Burlington Coat v. Newgate Mall
declaratory judgment that it was entitled to make reduced rent
payments because Sears’s departure constituted an “Operating
Failure” under Article 1.25. Burlington also sought
reimbursement for past overpayment of rent.
¶5 Following discovery, Burlington filed a motion for partial
summary judgment, arguing that “Article 1.25 unambiguously
provides that Sears’ closure gives rise to an Operating Failure
under the Lease.” Specifically, quoting the portion of the
Co-Tenancy Provision that states that an Operating Failure occurs
if “Dillard’s and Sears are not open and operating for business in
the [Mall],” Burlington asserted that “if either Dillard’s or Sears is
not open and operating, then Dillard’s and Sears are not open and
operating.” Burlington contended that its definition of Operating
Failure was further bolstered by the Cure Provision, which
allowed for a remedy “in the event Dillard’s and/or Sears are no
longer open and operating.”
¶6 Burlington alternatively argued that if the Co-Tenancy
Provision’s definition of Operating Failure was ambiguous,
extrinsic evidence resolved any ambiguity in its favor. Burlington
asserted that the extrinsic evidence left no factual dispute as to the
drafting parties’ intent, and it submitted a declaration from an
attorney (Attorney) who assisted in negotiating the Lease on
behalf of Burlington’s predecessor-in-interest and who was
employed as Burlington’s in-house counsel at the time of
litigation.3 In his declaration, Attorney stated that Article 1.25
“addresses what would happen if one of the . . . Mall’s major
tenants—Dillard’s or Sears—were to vacate the premises they
were leasing at the Mall” and that “the intention at the time” was
“that the rent reduction described in Article 1.25 would be
triggered when either one of the Mall’s major tenants (Dillard’s
and Sears) vacated the Mall.” In support of this assertion,
3. Burlington became the successor-in-interest to the original
tenant under the Lease following a corporate merger.
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Burlington Coat v. Newgate Mall
Attorney attached to his declaration a copy of an initial draft of
the Lease prepared by Newgate’s predecessor-in-interest, and he
pointed out that the initial terms of the Cure Provision were
triggered, with our emphasis, “in the event one or more of the
Department Stores referenced in this Article 1.25 are no longer
open and operating (‘Dark Department Stores’).” And Attorney,
in the declaration, also referenced a copy of his initial proposed
revisions to the draft, which modified that language to expressly
identify the anchor tenants: “in the event Dillard’s and/or Sears
are no longer open and operating (‘Dark Department Stores’).”
¶7 In opposing the motion for partial summary judgment,
Newgate argued that under the Co-Tenancy Provision, “both
Dillard’s and Sears must cease to be open or operat[ing] to
constitute an Operating Failure.” Newgate further distinguished
an Operating Failure under the Co-Tenancy Provision, which it
argued required the closure of both anchor stores, from the Dark
Department Stores scenario contemplated in the Cure Provision,
which Newgate contended was triggered if one or both stores
closed.
¶8 Newgate also attached to its memorandum a letter of intent
(the Letter of Intent) Burlington’s predecessor-in-interest drafted
prior to signing the Lease. Section 28 of the Letter of Intent
included the following co-tenancy provision:
28. Co-Tenancy: In the event, that on the Rent
Commencement Date or during the remaining term
of the Lease (i) the [Mall] is less than 60% occupied
by operating retailers (not including Tenant or
outparcels) or (ii) Dillard’s & Sears are not open for
business in the [Mall] (the “Co-tenancy
Requirement”), Tenant may immediately pay
percentage rent in the amount of 2% of gross sales
in lieu of Gross Rent (“Substitute Rent”) until such
20250149-CA 5 2026 UT App 112
Burlington Coat v. Newgate Mall
time that the Co-Tenancy Requirement has been
met.
If Landlord fails to meet the co-tenancy
requirement set forth in [section] 28(ii), above and
such failure continues for a period of twenty-four
(24) continuous months, then Landlord may replace
Dillard’s & Sears with a national or regional
replacement tenant of similar size and caliber to
satisfy the Co-tenancy Requirement.
Newgate stated that although section 28’s first paragraph was
“substantially the same” as the Co-Tenancy Provision in the
Lease, the second paragraph was “substantially different.” Based
on this, Newgate asserted that Burlington was the drafter of the
Co-Tenancy Provision against whom the ambiguity should be
resolved if the extrinsic evidence did not establish the drafting
parties’ intent.
¶9 Because Newgate’s corporate predecessor-in-interest had
dissolved prior to the litigation, Newgate was unable to produce
extrinsic evidence of its predecessor’s intent at the time the Lease
was signed. Moreover, Newgate did not depose Attorney
regarding his declaration. 4
¶10 Following a hearing, the district court granted Burlington’s
motion for partial summary judgment. The court first ruled that
Article 1.25 was ambiguous because “both sides have proffered
plausible and reasonable interpretations of Article 1.25.” Notably,
the district court found Newgate’s interpretation to be reasonable,
highlighting Newgate’s argument that the Cure Provision
identified the closure of “Dillard’s and/or Sears” as a “Dark
4. Newgate did present internal email correspondence between
Burlington employees sent several years after the Lease’s
execution, but the district court ruled that the after-the-fact emails
were irrelevant to “what the intent was at the time of drafting.”
20250149-CA 6 2026 UT App 112
Burlington Coat v. Newgate Mall
Department Stores” scenario rather than an “Operating Failure,”
which—under the Co-Tenancy Provision—occurred when
“Dillard’s and Sears are not open and operating for business.”
¶11 The court next addressed the extrinsic evidence of the
drafting parties’ intent. The court did not find the initial draft of
the Lease to be particularly helpful, stating that “it really is just
the same language that ended up in [Article] 1.25, so it doesn’t
assist in supporting one versus another interpretation.” But the
court did find Attorney’s declaration particularly persuasive,
which it summarized as stating “that the intention at the time of
the Lease was that the rent reduction described in Article 1.25
would be triggered when either one of the Mall’s major tenants,
Dillard’s or Sears, vacated the Mall.” The court continued,
There’s no other testimony offered that would say
that the intention of either [the original landlord] at
the time or [the original tenant] was . . . that it had
to be both Dillard’s and Sears leaving in order to
trigger an Operating Failure. There’s simply no
evidence by any contemporaneous participation
from anybody at the time the Lease was drafted as
to shedding light on the intent of the parties, other
than [Attorney’s] really undisputed testimony that
that was the intention at the time.
¶12 The court also concluded that the Letter of Intent
supported—rather than disputed—Attorney’s statement that “the
intention at the time was that the rent reduction described in
Article 1.25 would be triggered when either one of the Mall’s
major tenants, Dillard’s and Sears, vacated the Mall.” The court
reasoned that the Letter of Intent clarified that what the Lease
labeled a “Dark Department Stores” scenario was simply the
specific cure for one of the two triggers of an Operating Failure.
That is, in the court’s view, section 28 of the Letter of Intent
contained an explicit cross-reference: it authorized the landlord to
20250149-CA 7 2026 UT App 112
Burlington Coat v. Newgate Mall
replace “Dillard’s & Sears with a national or regional replacement
tenant of similar size and caliber” to cure the scenario
contemplated in subsection (ii) of section 28’s first paragraph, i.e.,
when “Dillard’s & Sears are not open for business in the [Mall].”
And the final version of the Lease simply removed the explicit
cross-reference, instead labeling the closing of an anchor tenant—
again, one of the two scenarios that result in an Operating
Failure—as a “Dark Department Stores” scenario.
¶13 The court thus ruled that “Burlington’s interpretation, as a
matter of law, is undisputed and supported by the undisputed
evidence as presented by [Attorney’s] affidavit and the
supporting Letter of Intent and drafts.” And following a bench
trial on the issue of damages, the court entered judgment in
Burlington’s favor in the amount of $4,717,312. Newgate appeals.
ISSUE AND STANDARD OF REVIEW
¶14 Newgate challenges the district court’s grant of partial
summary judgment in Burlington’s favor. Specifically, Newgate
argues that the court improperly weighed the extrinsic evidence
on summary judgment to resolve Article 1.25’s ambiguity in
Burlington’s favor. We review a district court’s summary
judgment ruling for correctness. See Ocean 18 LLC v. Overage
Refund Specialists LLC (In re Excess Proceeds from Foreclosure of 1107
Snowberry St.), 2020 UT App 54, ¶ 17, 474 P.3d 481.
ANALYSIS
¶15 Newgate argues that once the district court determined
that Article 1.25 was ambiguous, 5 it was improper for the court to
weigh the extrinsic evidence to resolve the ambiguity as a matter
5. Newgate does not challenge the district court’s determination
of ambiguity on appeal.
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Burlington Coat v. Newgate Mall
of law. Newgate takes particular issue with the court’s reliance on
Attorney’s declaration. And it further asserts that genuine issues
of material fact precluded summary judgment.
¶16 The “overriding principle” of contract interpretation “is
that the intentions of the parties are controlling.” Ocean 18 LLC v.
Overage Refund Specialists LLC (In re Excess Proceeds from Foreclosure
of 1107 Snowberry St.), 2020 UT App 54, ¶ 21, 474 P.3d 481
(quotation simplified). “And the best indication of the parties’
intent is the ordinary meaning of the contract’s terms.” Mind
& Motion Utah Invs., LLC v. Celtic Bank Corp., 2016 UT 6, ¶ 24, 367
P.3d 994. But where the contract is facially ambiguous, “extrinsic
evidence must be looked to in order to determine the intentions
of the parties.” Id. (quotation simplified).
¶17 In cases such as this one, where the contract is facially
ambiguous, the parties’ intent presents a question of fact. Ocean
18, 2020 UT App 54, ¶ 29. Accordingly, in such situations,
“summary judgment is appropriate only if the evidence, when
viewed in the light most favorable to the nonmoving party, leaves
no genuine issues of fact to be resolved.” Peterson v. Sunrider Corp.,
2002 UT 43, ¶ 24, 48 P.3d 918. See Ocean 18, 2020 UT App 54, ¶ 29
(stating that factual questions, such as the parties’ intent, “may be
decided as a matter of law at the summary judgment stage, so
long as the parol evidence submitted by the parties is so one-sided
that a reasonable factfinder could reach but one conclusion”)
(quotation simplified).
¶18 Here, the district court granted partial summary
judgment to Burlington on the ground that “Burlington’s
interpretation, as a matter of law, is undisputed and supported by
the undisputed evidence as presented by [Attorney’s] affidavit
and the supporting Letter of Intent and drafts.” On appeal,
Newgate does not challenge the court’s conclusion that the
extrinsic evidence submitted to the court one-sidedly supported
only Burlington’s position. As Newgate acknowledges on appeal,
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Burlington Coat v. Newgate Mall
evidence of its predecessor-in-interest’s intent when entering into
the Lease is no longer available. Instead, Newgate seeks to
discredit Burlington’s extrinsic evidence, arguing that Attorney’s
undisputed but “self-serving” declaration did not resolve Article
1.25’s ambiguity, and it takes particular issue with Attorney’s
statement that Article 1.25 “addresses what would happen if one
of [the Mall’s] major tenants—Dillard’s or Sears—were to vacate
the premises they were leasing at the Mall.” Newgate asserts that
although Attorney’s “declaration purports to state Burlington’s
intent of Article 1.25, that intention is exactly opposite [of] what
the provision of the Lease actually states,” given that the Lease
does not state “Dillard’s or Sears” but rather “Dillard’s and
Sears.” 6
¶19 But the district court already determined the operative
language of Article 1.25 was ambiguous because “both sides have
proffered plausible and reasonable interpretations of Article
6. Newgate assails Attorney’s declaration on two other grounds.
First, it asserts that summary judgment was inappropriate
because Attorney’s declaration addressed only the intent of
Burlington’s own predecessor-in-interest and did not address the
intent of Newgate’s predecessor-in-interest. We disagree with this
assessment. We read the declaration as asserting that both parties
intended that the closing of either anchor tenant would trigger an
Operating Failure.
Next, Newgate correctly points out that “Utah law has a stated
preference for gleaning the intent of contracting parties, whenever
possible, from written documents rather than from self-serving
testimony.” Tangren Family Trust ex rel. Tangren v. Tangren, 2006
UT App 515, ¶ 9, 154 P.3d 180 (quotation simplified), aff’d, 2008
UT 20, 182 P.3d 326. But here, written documents evidencing the
drafting parties’ intent are scant. Further, none of the documents
proffered as evidence directly contradict Attorney’s declaration.
To the contrary, the district court found that the Letter of Intent
supported Attorney’s declaration.
20250149-CA 10 2026 UT App 112
Burlington Coat v. Newgate Mall
1.25”—which ruling of ambiguity Newgate expressly agrees with
on appeal. The court thus ruled that Article 1.25’s language
reasonably supports Burlington’s interpretation. Consequently,
Attorney’s declaration, which reflects Burlington’s interpretation,
cannot be definitively discredited as contrary to the plain
language of the Lease.
¶20 Newgate next contends that “[c]ontrary to the trial court’s
finding, the Letter of Intent creates a genuine issue of material fact
that defeats Burlington’s motion.” In essence, Newgate rejects the
district court’s conclusion that the Letter of Intent’s explicit cure
provision authorizing the landlord to replace a
no-longer-operating anchor tenant was simply carried over into
the final Lease and relabeled as a “Dark Department Stores”
scenario (which occurs, with our emphasis, when “Dillard’s
and/or Sears are no longer open and operating”), replacing the
Letter of Intent’s explicit cross-reference to section 28(ii). See supra
¶ 12. Instead, Newgate argues that “[w]hile there is a clear
connection between the ‘co-tenancy requirement’ in the two
paragraphs of [section] 28 of the Letter of Intent, there are clear
and express differences in the ‘Operating Failure’ in the first few
sentences of Article 1.25 of the Lease” (which, in relevant, part
occurs, with our emphasis, when “Dillard’s and Sears are not open
and operating for business in the [Mall]”) and the “‘open[] and
operating obligation’ later in the same paragraph,” specifically the
“Dark Department Stores” scenario. Newgate then reiterates the
argument it made to the district court that based on the language
of Article 1.25, the Cure Provision seeks “to cure an ‘open and
operating obligation’ that arises with a ‘Dark Department Stores’
situation” rather than the Operating Failure defined earlier in the
Co-Tenancy Provision.
¶21 But again, this reliance on Article 1.25’s language merely
invokes the same ambiguity that the district court resolved
through examining the available extrinsic evidence of the drafting
parties’ intent. Indeed, the court specifically highlighted the same
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Burlington Coat v. Newgate Mall
argument Newgate now makes as a “plausible and reasonable
interpretation[].” And as discussed above, Article 1.25’s
underlying ambiguity will not preclude summary judgment “so
long as the parol evidence submitted by the parties is so one-sided
that a reasonable factfinder could reach but one conclusion.”
Ocean 18, 2020 UT App 54, ¶ 29 (quotation simplified). The
one-sided evidence presented to the court—scant though it was—
was sufficient to overcome the material issue of fact raised by
Article 1.25’s imprecise language. And Attorney’s declaration,
coupled with the Letter of Intent, supported Burlington’s
interpretation of the Lease. 7
¶22 For these reasons, we reject Newgate’s attempts to
discredit the extrinsic evidence the district court determined
one-sidedly supported Burlington’s interpretation of Article 1.25.
And given the absence of any extrinsic evidence supporting
Newgate’s interpretation of Article 1.25, we affirm the court’s
grant of partial summary judgment in Burlington’s favor.
7. Notably, Newgate does not assert that the Letter of Intent
supports its interpretation of the Lease. Instead, it asserts on
appeal that the Letter of Intent creates a genuine issue of material
fact that precludes summary judgment, which argument we
rejected for the reasons discussed above. And in opposing partial
summary judgment in the district court, Newgate presented the
Letter of Intent for the purpose of establishing Burlington’s
predecessor-in-interest as the drafter of the Co-Tenancy Provision
and argued that if the extrinsic evidence did not resolve the
ambiguity, the provision should be resolved against the drafter.
But we have concluded that the district court did not err in
concluding that the available extrinsic evidence resolved the
ambiguity. Thus, there was no occasion to resolve the ambiguity
against the drafter.
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Burlington Coat v. Newgate Mall
CONCLUSION
¶23 Because the limited extrinsic evidence of the drafting
parties’ intent before the district court one-sidedly supported
Burlington’s position, the court did not err in resolving Article
1.25’s ambiguity in favor of Burlington on summary judgment.
¶24 Affirmed.
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