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Home Court filings Full Docket Oto Benworth Prd 175040 Exhibit 12 — Oto Analytics, LLC v. Benworth Capital Partners PR LLC (Dkt. 182.13)

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Exhibit 12 — Oto Analytics, LLC v. Benworth Capital Partners PR LLC (Dkt. 182.13)

No. 3:23-cv-01034-GMM · Doc. 182-13 · Docket on CourtListener

Summary

Exhibit 12, filed December 6, 2024 as Document 182-13 in Oto Analytics, LLC v. Benworth Capital Partners PR LLC, No. 3:23-cv-01034-GMM, in the U.S. District Court for the District of Puerto Rico. The exhibit is Claudia Navarro's Answers and Objections to Oto Analytics LLC's First Set of Interrogatories, dated October 7, 2024. After general objections, it responds to five interrogatories, objecting to requests about payments to a C. Navarro Entity as overly broad and stating that a supplemental response will follow on payments from Benworth FL. It states that from 2021 to the present Mrs. Navarro has had a 99% ownership interest in Benworth PR and no ownership interest in Benworth FL, and it answers questions on accountants and home addresses. It is signed by Ricardo F. Casellas and Carla S. Loubriel Carrión as counsel for Benworth Capital Partners PR, LLC and Claudia Navarro.

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Case 3:23-cv-01034-GMM   Document 182-13   Filed 12/06/24   Page 1 of 10




              EXHIBIT 12
     Case 3:23-cv-01034-GMM         Document 182-13        Filed 12/06/24     Page 2 of 10



                          IN THE UNITED STATES DISTRICT COURT
                            FOR THE DISTRICT OF PUERTO RICO

OTO ANALYTICS, LLC,
Plaintiff,
v.
BENWORTH CAPITAL PARTNERS PR,
LLC; BENWORTH CAPITAL
                                                Civil No. 23-01034 (GMM) cons.
PARTNERS, LLC; BERNARDO
NAVARRO and CLAUDIA NAVARRO,                    Civil No. 24-01313 (GMM)
Defendants.


FEDERAL RESERVE BANK OF SAN
FRANCISCO,
Plaintiff-Intervenor
v.
OTO ANALYTICS, LLC; BENWORTH
CAPITAL PARTNERS PR, LLC; et al.,
Defendants in Intervention.
FEDERAL RESERVE BANK OF SAN
FRANCISCO,
Consolidated Plaintiff,
v.
BENWORTH CAPITAL PARTNERS PR,
LLC, et al.,
Consolidated Defendants.


               CLAUDIA NAVARRO’S ANSWERS AND OBJECTIONS TO
              OTO ANALYTICS LLC’S FIRST SET OF INTERROGATORIES

        Pursuant to Fed.R.Civ.P. Rules 26 and 33, Claudia Navarro (“Mrs. Navarro”), through the

undersigned counsel, hereby submits her Answers and Objections to Plaintiff Oto Analytics,

LLC’s (“Womply”) First Set of Interrogatories (“Answers and Objections”), as follows:
    Case 3:23-cv-01034-GMM            Document 182-13         Filed 12/06/24      Page 3 of 10




                                PRELIMINARY STATEMENT

       Discovery and trial preparations in this matter have not been completed. Therefore, these

Answers and Objections are based only upon the information currently available to and specifically

known as of the date hereof. Mrs. Navarro reserves the right to amend or supplement these

Answers and Objections at any time in light of future investigation, research, or analysis, and also

expressly reserves the right to rely on, at any time, including in any other proceeding, subsequently

discovered information, or information omitted from these Answers and Objections as a result of

mistake, error, or inadvertence. Mrs. Navarro has made reasonable efforts to respond to the

interrogatories, to the extent they have not been objected to, as Mrs. Navarro understands and

interprets the interrogatories. If Womply subsequently asserts a meritorious interpretation of the

interrogatories that differs from Mrs. Navarro’s interpretation, Mrs. Navarro reserves the right to

supplement these Answers and Objections.

                                   GENERAL OBJECTIONS

       Mrs. Navarro incorporates the following objections into each of the specific numbered

responses below to avoid unnecessary redundancy.

       Mrs. Navarro objects to each Interrogatory insofar as it (a) seeks information that is

subject to legal privileges, (b) seeks information that is not relevant to the claims or defenses in

this action or is not reasonably calculated to lead to the discovery of admissible evidence, (c) is

vague, ambiguous, overbroad or unduly burdensome, (d) seeks information that is not reasonably

accessible to Mrs. Navarro, or is not within Mrs. Navarro’s knowledge, (e) seeks information not

in Mrs. Navarro’s possession, custody, or control, (f) seeks information that is already known by

Womply, or is equally or more easily accessible to Womply than to Mrs. Navarro, and (g)

purports to impose upon Mrs. Navarro an obligation beyond what is required by the Federal



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    Case 3:23-cv-01034-GMM            Document 182-13         Filed 12/06/24      Page 4 of 10




Rules of Civil Procedure.

       Specifically, Mrs. Navarro objects to the requests to the extent they expressly or

impliedly seek information protected from disclosure by the Attorney-Client Privilege, the

Attorney Work-Product Doctrine, the Common Interest Privilege, or any other applicable

privileges, doctrines, or immunities protecting information from disclosure. Nothing in these

Answers and Objections is intended as, nor shall in any way be deemed, a waiver of any of these

privileges, doctrines, or immunities. Information protected by these privileges, doctrines, or

immunities is not subject to disclosure, and will not be provided. Mrs. Navarro intends to and

does assert any and all such privileges with respect to all such information.

       Mrs. Navarro objects to each definition, instruction, and request to the extent it seeks

information that is confidential or proprietary in nature, or requests detailed information

concerning impressions, opinions and/or statements of factual witnesses. To the extent any term

defined or used in the interrogatory is used in responding to the interrogatories, it is not accepted

or conceded that any such term or definition is appropriate, descriptive, or accurate.

       Mrs. Navarro objects to the interrogatories to the extent that they require the search of

archives, backup files, or any information not readily accessible, including but not limited to any

audio, video, electronic recordings, telephone records, calendar entries, text messages or similar

forms of electronic messaging, which would be unduly burdensome and not proportional to the

needs of this case.

       Mrs. Navarro’s responses to each interrogatory are given without prejudice to Mrs.

Navarro’s right to use or rely at any time, including trial, on subsequently discovered facts,

information or documents that may have been omitted from these responses by inadvertence,

oversight or otherwise.



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    Case 3:23-cv-01034-GMM           Document 182-13         Filed 12/06/24        Page 5 of 10




       Mrs. Navarro generally objects to the interrogatories insofar as they raise questions of

law rather than fact or are contention interrogatories, normally reserved until the end of the

discovery period. A party may not be compelled to respond to such contention interrogatories at

the early stages of discovery other than to state the party’s current knowledge.

       These Answers and Objections should not be construed as: (a) an admission as to the

propriety of any request, (b) an agreement as to erroneous assumptions or incorrect factual

predicates contained in any request, (c) an acknowledgement that documents or other items

responsive to any request exist, (d) a waiver of the General Objections or the objections asserted

in response to specific requests, (e) an admission as to the relevance or admissibility into

evidence of any documents, item or information, (f) an admission, concession, or waiver as to

the validity of any claim or defense asserted in this litigation, or (g) an agreement that requests

for similar documents, items or information will be treated in a similar manner.

       Mrs. Navarro states that these general objections are incorporated to all specific

objections set forth herein. To the extent that Mrs. Navarro provides responses to the specific

requests, the stated objections are not waived by such responses pursuant to the Federal Rules

of Civil Procedure.

         RESPONSES AND OBJECTIONS TO SPECIFIC INTERROGATORIES

       The following specific and particularized responses are made subject to and without

waiving the foregoing objections:

Interrogatory No. 1

       1.      Identify all payments or transfers received by You or a C. Navarro Entity from

Benworth FL, and for each payment or transfer, list the amount of the payment or transfer; the

date of the payments or transfer; and the reason for the payment or transfer.



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    Case 3:23-cv-01034-GMM            Document 182-13         Filed 12/06/24       Page 6 of 10




Response to Interrogatory No. 1:

       Mrs. Navarro objects to this interrogatory as it relates to “all” payments or transfers

received by “a C. Navarro Entity” from Benworth Capital Partners, LLC (“Benworth FL”) on the

grounds that it is harassing and overly broad to the extent it seeks information related to third

persons or entities who are not parties to this litigation and that are thus irrelevant to the matters

in controversy. The request is speculative in nature and amounts to an improper fishing

expedition, seeking information that has no bearing on the claims or defenses at issue in this

case. Womply has not established the need or relevance of any information pertaining to any

other entities, besides Benworth FL and Benworth PR.

       Withou waiving any objections or rights, Mrs. Navarro is gathering the information

necessary to respond to this interrogatory and will provide a supplemental response.


Interrogatory No. 2

       2.      Identify all payments or transfers received by You or a C. Navarro Entity from

Benworth PR, including, for each payment or transfer, the amount of the payment or transfer; the

date of the payments or transfer; and the reason for the payment or transfer.

Response to Interrogatory No. 2:

       Mrs. Navarro objects to this interrogatory as it relates to “all” payments or transfers

received by “a C. Navarro Entity” from Benworth Capital Partners PR, LLC (“Benworth PR”) on

the grounds that it is harassing and overly broad to the extent it seeks information related to third

persons or entities who are not parties to this litigation and that are thus irrelevant to the matters

in controversy. The request is speculative in nature and amounts to an improper fishing

expedition, seeking information that has no bearing on the claims or defenses at issue in this




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    Case 3:23-cv-01034-GMM            Document 182-13          Filed 12/06/24      Page 7 of 10




case. Womply has not established the need or relevance of any information pertaining to any

other entities, besides Benworth FL and Benworth PR.

        Without waiving any objections or rights, please refer to Mrs. Navarro’s response to

Womply’s Request for Production No. 5, notified on this same date, listing the documents from

which the information requested may be derived.



Interrogatory No. 3

        3.      Identify all accountants, auditors, accounting firms, and/or auditing firms that

have performed professional services for You.

Response to Interrogatory No. 3:

        She also objects this interrogatory for being overly broad, to the extent it requests that she

identify “all” accountants, auditors, accounting firms, and/or auditing firms that have performed

professional services for Mrs. Navarro, without specifying with reasonable particularity the type,

nature and scope of the “professional services” Womply is inquiring about. Moreover, this

interrogatory is objected for seeking information that is irrelevant to the claims or defenses at

issue in this case.

        Withouth waiving any objections or rights, Mrs. Navarro states as follows in response to

this interrogatory: Mr. and Mrs. Navarro have used the professional accountting services of

Carlos Somoza, of the firm Kauffman, Rossin & Co., P.A. (2021 - present), as well as Francisco

Medina and Raul Delgado Crespo, of the firm MD CPA LLC (2021 - present).




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    Case 3:23-cv-01034-GMM            Document 182-13          Filed 12/06/24       Page 8 of 10




Interrogatory No. 4

       4.      Identify the entities (including trusts) in which You are, directly or indirectly, an

owner, shareholder, equityholder, partner, member, beneficiary, or beneficial owner for each

year from 2021 to present, including for each entity in each year, Your ownership percentage.

Response to Interrogatory No. 4:

       Mrs. Navarro objects to this interrogatory on the grounds that it is overly broad to the

extent it seeks information related to third persons or entities who are not parties to this litigation

and that is thus irrelevant to the matters in controversy. The request is speculative in nature and

seeks information that has no bearing on the claims or defenses at issue in this case. Womply has

not established the need or relevance of any information pertaining to any other entities, besides

Benworth FL and Benworth PR.

       Withouth waiving any objections or rights, Mrs. Navarro states as follows in response to

this interrogatory: As relevant to this case, from 2021 to the present, Mrs. Navarro has had a

99% ownership interest in Benworth PR, and no ownership interest in Benworth FL.

Interrogatory No. 5

       5.      Identify Your home address on each of the following dates: January 1, 2021;

January 1, 2022; January 1, 2023; and January 1, 2024.

Response to Interrogatory No. 5:

       From January 1, 2021 to present, Mr. and Mrs. Navarro’s only two home addresses have

been 6624 SW 69th Ave., Miami, FL 33134, and 11 The Estates, Dorado, PR 00646, the latter

being their current home address.



             [CERTIFICATION OF DECLARANT ON THE FOLLOWING PAGE]



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Case 3:23-cv-01034-GMM   Document 182-13   Filed 12/06/24   Page 9 of 10
   Case 3:23-cv-01034-GMM             Document 182-13         Filed 12/06/24   Page 10 of 10




       Pursuant to Rule 33 of the Federal Rules of Civil Procedure, all objections stated above

are subscribed in San Juan, Puerto Rico, this 7th day of October, 2024.

       CERTIFICATE OF SERVICE: We hereby certify that on this same date we served

copy of the foregoing responses to discovery requests to all parties’ counsel appearing in this

case, via electronic mail at their electronic address of record.

       In San Juan, Puerto Rico, on this 7th day of October, 2024.


                                                      CASELLAS ALCOVER & BURGOS PSC
                                                                              PO Box 364924
                                                                   San Juan, PR 00936-4924
                                                                          Tel. (787) 756-1400
                                                                         Fax. (787) 756-1401
                                                                       /s/ Ricardo F. Casellas
                                                                  USDC-PR Bar No. 203114
                                                                    rcasellas@cabprlaw.com

                                                                      /s/ Carla S. Loubriel Carrión
                                                                        USDC-PR Bar No. 227509
                                                                          cloubriel@cabprlaw.com

                           Counsel for Benworth Capital Partners PR, LLC and Claudia Navarro




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