AGENCY & PARTNERSHIP PROBLEMS & ANSWERS – for Rosin Coursebook

 

 

PROBLEM 1.1 (pg. 14) The Firm and its Agents and Servants

 

While swimming behind a boat in Peaceful Valley Lake in Missouri, Bunting died of acute carbon monoxide poisoning. Mercury Marine, Inc manufactured the boat’s motor. Under Missouri law, Mercury Marine may be sued either in the county in which the accident happened, or in any other county in which it “keeps an office or agent for the transaxn of its usual and customary business.” Mercury Marine has no office in St. Louis, but Dealer sells its boat motors in that city. Mercury Marine appointed Dealer as its “authorized dealer for the retail sale, display, and servicing” of its products. Under the agreement btwn them:

(a)     Mercury Marine sells its products to Dealer for resale. Dealer is free to sell products made by other manufacturers.

(b)     Dealer gives Mercury Marine’s warranty to all buyers of Mercury Marine products.

©    Dealer performs warranty svc on Mercury Marine products. Mercury Marine honors warranty claims “made                                                                    by purchaser through Dealer” and reimburses Dealer for warranty svc it performs “on behalf of Mercury Marine.”

  1. Is Dealer Mercury Marine’s agent for purposes of determining venue? (see State ex. rel. Bunting v. Koehr, 865 SW2d 351 (Mo. 1993) (en banc)

Answer:

 

The TEST for determining whether an “agency” existed is three-pronged: YOU NEED ALL OF THEM TO SATISFY THE AGENCY RELATIONSHIP; in order for agent/principle relationship to exist here A would have to only exclusively sell those goods and not any other goods (From Green v. HR Block). For example: If dealer buys the good and gets title such as best buy’s computers and then resells this is not a PA relationship but merely a buyer seller relationship. If  you work at Gateway and only sell the certain products and don’t get title this will be PA relationship. REMEMBER: if close cases the courts will find an agency relationship to not deter commerce.

(1)                 “Agent” must hold a power to alter legal relations btwn the principal and 3rd persons and btwn the principal and himself. (if element one is satisfied then 3 is clearly satisfied since if you have the power to alter legal relationship between P and third party then he obviously has the power to control conduct of the agent).

a.                    The warranty here was specific in the warranty and the dealer cannot alter it, therefore they cannot change the warranty. Because the K is very specific the dealer is not able to alter the legal relationship so that would elude us to fact that there is not an agent relationship here.

(2)                 The agent is a fiduciary with respect to matters within the scope of his agency.

a.                    Res 2nd 13 (pg 165 Supp)

(3)                 The principal has the right to control the conduct of the agent w/ respect to matters entrusted to him.

a.                    Res 2nd 14 (pg 165 supplement)

 

§ Agency; Principle; Agent

(1)     Agency is the fiduciary relation which results from the manifestation of consent by one person (P) to another (A) that the other (A) shall act on his (P) behalf and subject to his (P) control, and consent by the other so (A) to act.

(2)     The one for whom action is to be taken is the principle.

(3)     The one who is to act is the agent.

The absence of ANY one of these three elements of agency defeats a claim that agency exists. HERE, the dealer does not sell Mercury Marine products principally for the benefit of Mercury Marine. The Dealer is independent of Mercury Marine, is permitted to sell products of competing companies, and purchases Mercury Marine motors primarily for the purpose of reselling them for its own profit. The relationship btwn the dealers and Mercury Marine for the sale of Mercury Marine products is, THEREFORE, that of buyer and seller, NOT agent and principal. THE BUYER SELLER RELATIONSHIP ALONE WOULD NOT CREATE AN AGENCY RELATIONSHIP!! (See class notes pg 16).

 

  1. Is the fact that Dealer extended and perfected Mercury Marine’s product warranty for the ultimate purchaser sufficient factual predicate to support the legal conclusion that Dealer is Mercury Marine’s agent?

 

Answer:

 

Agency does not exist unless the dealer has the “power to alter the legal relationship” btwn Mercury Marine and the ultimate purchaser.” HERE, the dealer agrees to extend the warranty to any subsequent purchaser of the motor and notify Mercury Marine of the new holder of the warranty. This contractual obligation is NOT the same as a power to alter a legal relationship btwn the manufacturer and the purchaser. WHY? B/c the manufacturer

(1)     Sells the product to the dealer for resale;

(2)     Unilaterally imposes the terms of the warranty prior to the sale to the dealer;

(3)     Forbids the dealer from altering the terms of the warranty in any way;

(4)     Requires the dealer to extend the warranty as part of the sale and notify the manufacturer of the new holder of the warranty; AND

(5)     Makes the warranty a part of the purchaser’s bargain when he or she purchases the product.

UNDER THESE CIRCUMSTANCES, there is no agency btwn the manufacturer and the dealer as there is no power in the dealer to alter the legal relationship btwn the manufacturer and the purchaser.

 

  1. Does Dealer’s obligation to provide warranty svc make it Mercury Marine’s agent?

 

Answer:

 

NO. Although “control” over the dealers’ warranty work is a necessary element of agency, it nevertheless does not exist UNLESS both of the remaining elements of agency are also present. The dealer’s obligation to perform warranty work is NOT tantamount to a power to alter Mercury Marine’s legal relationship w/ a third party. Even here when you kick in control you are  not satisfying the first prong from above.

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PROBLEM 1.2 (pg. 30) The Firm and its Agents and Servants – (Same as Problem 4.3 – see below)

 

ABC Corp. sold mobile homes and developed mobile home parks.  ABC employed Agent, a licensed real estate broker, to acquire land for development as mobile home parks, at a weekly salary of $125. Agent told ABC that Parkacre was available for purchase. ABC asked Agent to purchase the land as a “straw man,” and then to convey the land to ABC. Agent told ABC that the land would cost $30,000, and ABC gave Agent that amount.

 

Unknown to ABC, Agent had an interest in Parkacre. Before he had been employed by ABC, Agent had paid $1,000 for an option to buy Parkacre for $15,000. When ABC gave Agent the $30,000 he asked for, Agent exercised his option to buy Parkacre. Agent then used $14,000 of the $30,000 to complete the purchase, and kept the remaining $16,000.

 

ABC has now sued Agent for breach of fiduciary duty, asking that Agent be required to give ABC the entire $15,000 profit on the transaction. Agent argues that ABC’s sole remedy is to rescind the transaction – return Parkacre in exchange for the $30,000 purchase price.

 

Answer:

 

The Fiduciary Principle entails that an agreement to act on behalf of the principal causes the agent to have a DUTY imposed on him, created by his undertaking, to act primarily for the benefit of another in matters connected with his undertaking. Among the duties to the principal are:

a.        the duty to account for profits arising out of the employment,

b.        the duty not to act as, or on account of, an adverse party without the principal’s consent,

c.        the duty not to compete w/ the principal on his own account or for another in matters relating to the subject matter of the agency, AND

d.        the duty to deal fairly w/ the principal in all transactions between them.

 

Restatement §387 states that an agent’s duty as a fiduciary requires the agent “to act SOLELY for the benefit of the principal in all matters connected w/ the agency.” (one cannot serve two masters, including oneself)

 

Restatement §389 An agent must give profits of a transaction to the principal unless there is an agreemt.

 

Restatement §389 An agent is subject to a duty not to deal w/ his principal as an adverse party in a transaction connected w/ the agency w/o the principal’s knowledge.

 

Restatement §390 An agent who, with the knowledge of the principal, acts on his own account  in a transaction in which he is employed has a duty of deal fairly and disclose everything to the principal unless the principle manifest that he knows the facts or does not care. (so even if the agent disclosed the option , he still had a duty to deal fairly)

               

Restatement §403 states that where “an agent receives anything as a result of his violation of a duty of loyalty to the principal, he is subject to a liability to deliver it, its value, or its proceeds, to the principal.” (The traditional equitable remedy is the Constructive Trust.)

 

Note: Remember Judge Cardozo (in Meinhard v. Salmon) – “Not honesty alone but the punctilio of an honor most sensitive is the standard of behavior.”

 

Remedies that Principal has:

    • Get all the profits that are derived from the relationship (especially secret ones).
    • Constructive Trust w/ agent as trustee: court implies one.
    • Get the value of the use of his property.

 

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PROBLEM 2.1 (pg.81) Firm’s Liability in Contract for Acts of its Agents

 

Equipment owner Kapperman was negotiating the possible sale of his broken road grader to Schladweiler for about $8500. Kapperman authorized Schladweiler only to obtain three bids to have the engine repair work done (so that Kapperman could then decide whether the repair was affordable). Instead, Schladweiler represented to Truck Repair that he had authority from Kapperman to obtain the repair on behalf of Kapperman, as long as the cost of the repair did not exceed $3500. Schladweiler did not get any other bids and ordered the work done by Truck Repair. Truck Repair did the work for $6400, released the road grader to Schladweiler, but has not been paid. Schladweiler is insolvent. Who is liable for the repair bill?

 

Answer:

 

The principle is only liable if there is actual or apparent authority. (R)

The Principal is not liable at all – since there was no authority. P gave actual authority to give bids only. P did not authorize the work done, he just authorized him to get bids. But here in this situation A is liable for the whole amount.

 

Caveat: if he was authorized for repait then P would only be authorized for the exact amount. P expressly authorized (Actual authority: see 7 below) to spend 3.5k. Therefore, since the agent went above that he would be liable for the rest.

 

Restatement §7 – Authority is defined as the power of the agent to affect the legal relations of the principal by acts done in accordance with the principal’s manifestations of consent to him.  (Here there were no such manifestations)

 

Restatement §164(1) – Where an agent enters into an unauthorized contract w/o having the power to bind the principal, the principal is NOT bound by the contract as actually made by the agent, or as it would have been made if the agent had acted w/in his or her authority. Since A was given actual authority as to amount he is liable for that amount.

 

Restatement §§8, 8A, and 8B – However, under certain circumstances agents may have power to bind the principal by unauthorized acts, such as where the agent has apparent authority or inherent agency power, or where the principal is estopped (b/c a 3rd party relied) from denying the agent’s authority.  (None of which are present in this case) (see page 164 supplement)

 

The Principal must have the capacity to give legal consent, as well as capacity to do the act that he or she is authorizing his agent to do.

 

The Agent, however, must only have the physical or mental capability to do the act (not legal). Therefore, a minor can act as an agent AND can bind a principal to a contract.

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PROBLEM 2.2 (pg.88) Undisclosed Principals

 

Acton was in business in Chicago as a retailer dealer in costume jewelry.  I addition, he frequently served as a purchasing agent for retailer of similar goods.  In December, Pace, a retailer for whom Acton had occasionally acted in the past, wrote Acton authorizing him to purchase on Pace’s behalf a specified quantity of costume jewelry form Tab, a wholesaler.  Pace added that b/c of certain transactions in the past, Tab might refuse to deal with him and directed Acton not to disclose the buyer’s identity.  Acton, who occasionally dealt with Tab on his own account, was indebted to Tab for $3500 for various items purchased on credit earlier that year under contracts that were reasonable and provident when made.  Acton immediately contacted Tab and arranged with him for the purchase of the costume jewelry.  A written contract was entered into, delivery to be made Feb. 1 at Acton’s place of business, payment to be made 10 days thereafter.  Acton signed the contract in his own name, having made no mention of Pace, and Tab assumed that Acton was the buyer.  On Feb 1, Tab failed to deliver under the contract, notifying Acton that he had learned for whom Acton was acting and that he would not fill the order.  Informed of this, Pace promptly purchased similar costume jewelry in the open market.  Pace suffered damages of $3500 with respect to the costume jewelry.  Pave demanded that Tab pay him $3500 damages.  Tab repeated his refusal to be bound by the contract, pointing out that had Tab known the identity of Acton’s principal, he would not have entered into the contract.  Tab also claimed that even if he were liable, he would be entitled to set off the $3500 owed him by Acton.  What are Pace’s rights, if any, against Tab?  Give Reasons.

 

Answer:

                Pace: P.  Acton A, Tab: 3rd party

If P sues T: then T is not L since P was undisclosed (303), but under 302 T would be liable unless 3 exceptions are met (however 302 is not met since the second of prong of fraud was met here).

                If T sues A: A is liable (306)

                If T sues P:

 

1.       Ordinarily an agent is not liable for a disclosed principal, but if the principal is undisclosed then agent is on the hook.  It is as though the agent is the only one involve until the principal is disclosure.  The agent is completely off the hook post-disclosure.

2.       If principal contracts with the agent to keep disclosure, unwarranted disclosure does not preclude the ability of the 3rd to sue the principal.

3.       Agents continued exposure – any trust or confidence in the agent will bind the agent.  So you cannot shift responsibility to the principal if the 3rd party was relying on the ability of the agent.  The 3rd party has remedy here against the agent. The remedy here might be that

4.       Restatement §4 – Disclosed Principal; Partially Disclosed Principal; Undisclosed Principal – if the other party has no notice that the agent is acting for a principal then the on for whom he acts is undisclosed. 

5.       Common Law – an undisclosed principal is bound by the acts of the agent,  Accordingly, they can also sue 3rd parties (since they are on the hook)

6.       Restatement §302 – 3rd parties are bound to the undisclosed principal unless (3 exceptions):

                                                               i.      The  agreement states to the contrary

                                                             ii.      Existence of principal is fraudulently concealed

                                                           iii.      There is a set off or similar defense against the agent.

7.       See also Restatement §303, §304

i.                     303: A person (3rd party) with whom an agent makes a contract on account of an undisclosed principle is not liable in an action at law brought upon the contract by such principle:

                                                                                       i.      If the contract is in the form of a sealed or negotiation instrument OR

                                                                                     ii.      If the terms of the contract exclude liability to any undisclosed principle or to the particularly principle.

(4)     306(1) : The principle is on the hook unless limits exposure. One the agent is liable he cant throw it onto the principle and the A would be liable. However here, Tab found out who the principle was so therefore this section drops out of the anaylsis.

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PROBLEM 2.4 (p.93) – skipped – no notes – “Burbank

 

PROBLEM 2.5 (p.99) – skipped – no notes – “Outcome in Clark Case”

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PROBLEM 3.1 (pg.163) Contracts Entered into before Formation of a Limited Liability Firm

 

Grace and Alice were starting their own record label, “White Rabbit Records.” Grace’s father, Lewis, agreed to invest in the business. The three of them agreed to organize the business as a limited liability company, in which Grace, Alice and Lewis were to be the only members.

 

Lewis gave Grace and Alice $100,000, which they deposited in a bank account under the name “White Rabbit Records.” Grace started looking for a place to put the recording studio and offices. Alice started working on finding recording artists. On March 7, Alice signed a recording contract w/ Artist. The recording contract was in the name of “White Rabbit Records,” and was signed as follows:

                                                                White Rabbit Records

                                                                By: /S/  Alice    

Using forms she downloaded from the Internet, Grace prepared Articles of Organization for a limited liability company to be named “Whit Rabbit Records, LLC.” On April 1, the three signed the Articles of Organization, and mailed them to Secretary of State of the State of Confusion for filing under the Confusion Limited Liability Co Act (“CLLCA”).

 

Lewis invested in the business, but was not active in its operation. Grace and Alice both invested in, and were active in running the business. While Alice was off contacting bands and songwriters, Grace found a place to put their recording studio. On April 7, Grace signed a lease w/ Landlord. The lease showed “White Rabbit Records, LLC” as the lessee, and was signed as follows:

                                                                White Rabbit Records

                                                                By: /S/ Grace   

                                                                Grace, member

On April 15, Grace received a letter from the Confusion Secretary of State, returning the Articles of Organization of White Rabbit Records, LLC, and advising that the Articles were being returned without filing, b/c the name “White Rabbit Records, LLC” was not available w/o a letter of consent from White Rabbit Magic, Inc. Grace, Alice and Lewis obtained the letter of consent, and mailed the consent, and the Articles of Organization for White Rabbit Records, LLC, to the Confusion Secretary of State. The Confusion Secretary of State accepted the Articles of Organization for filing, and issued a Certificate of Organization for White Rabbit Records, LLC, effective as of April 22.

 

Questions:

(1)     Please advise each of Grace, Alice, Lewis and White Rabbit Records, LLC as to their respective responsibilities w/ respect to

(a)     the recording contract w/ Artist, and

(b)     the lease w/ Landlord. You may assume that, except as set forth above, the Lease has no provisions that would affect your answer.

(2)     Suppose that, instead of a limited liability company, the parties had formed a limited partnership, w/ Grace and Alice as general partners, and Lewis as a limited partner. Would that change the responsibilities of the parties on the Lease? Why or why not?

 

 

 

Answer:

 

(1)     Advice to Grace, Alice, and Lewis as to their responsibilities w/ respect to:

(a)     The Recording Contract w/ Artist

Alice acted as a promoter of the corporate enterprise, White Rabbit Records, LLC, when she signed the recording contract.  The legal relationship between a promoter and a not-yet formed entity is analogous to that of agent/principal.   As such, promoters are at least initially liable on any contracts they execute in furtherance of the corporate entity prior to its formation. The promoters are released from liability only when:

(i)                  The contract provides that performance is to be the obligation of the corporation (novation)

(ii)                The corporation is ultimately formed (de jeure)

(iii)              The corporation then formally adopts the contract (ratification and affirmation).

Pre-incorporation agreements merely indicate that it is undertaken on behalf of a corporation and the corp will not be exclusively liable in the event of a breach – the promoter remains liable on the contract.

Promoter Liability – The promoter will only be released from liability IF:

(i)                  The corp is ultimately formed AND

(ii)                the corp subsequently ADOPTS the contract and

(iii)              there is subsequent NOVATION. However, in order for the liability to shift to the later-formed corp, the contract must explicitly state that the performance thereunder is solely the responsibility of the corp.

THEREFORE, Alice will be held liable to Artist unless White Rabbit Records, LLC adopts the contract. Upon novation of the contract, liability will shift from Alice to the corp.  White Rabbit Records is not liable because it does not exist.  Artist can look only to Alice for liability (e is an argument that Grace could be liable as a general partner under default rules but probably not Lewis because he has no control.  Lewis probably falls under §304(a).  If Artist looks to corp/entity for liability they will be estopped from doing so since they knew that the entity wasn’t formed the artist cant sue the entity.

 

You can argue that Alice is an agent of an undisclosed principle (entity) and therefore 320,321, and 322 might be applicable. Since Alice (A) was disclosed we would apply 321 and 322. But it would really be more 321 (they knew there was a record company but not the name (pg 182 supp).

 

304a Analysis: see pg 340 in supplement (Alice and Grace: GPs and Lewis LP)

 

(b)     The Lease w/ Landlord

                                Grace, like Alice, acted as a promoter to the corp/ptshp entity when she signed the lease.

 

Restatement §326 – There is an inference that a person intends to make a present contract w/ an existing person.  If, therefore, both parties know that there is no principal capable of entering into such a contract, there is a rebuttable inference that, although the contract is nominally in the name of the nonexistent person, the parties intend that the person signing as agent should be a party, unless there is some indication to the contrary. (see pg 182 supp).

LLC Liability – The LLC will not be liable UNLESS:

(i)                  The contract provides that performance is solely the responsibility of the corporation.

(ii)                If it doesn’t, then the LLC must make an affirmative act that shows that it has ADOPTED the contract after formation. There are two ways in which an entity can ADOPT a contract:

(A)     Expressly, or

(B)    By Conduct (accepting the benefits and fruits of the contract) – like RATIFICATION.

 

The key in advising Grace and Alice is to tell them to have an express provision in the contract that states that the LLC is assuming sole liability and responsibility and that they are merely acting as agents for the LLC. Ultimately, Grace is bound personally by the lease she signed with the landlord.  Under a LLP both Grace and Alice are liable for the lease.  There may be some estopell argument if there was reliance.

 

(2)     If partners had formed as a Limited Partnership –

 

Yes the formation of a limited partnership would change the responsibilities of the parties on the lease that Grace signed. The parties would be held to different standards of liability on the Lease.  In order to have an LP, certain steps need to be taken and as long as there is substantial compliance with the statute, the LP will be recognized. However, if there has been no compliance yet, the default rule is to take it as a general partnership. As such, both Alice and Grace will be held liable as general partners on the Lease.  The general ptshp default rules are found RUPA §202.  

 

On the Lease, Lewis would be held to a different standard and he would probably win under the next section:

ULPA §304 (P.340)A person who makes a contribution to a business enterprise and erroneously but in good faith believes that he has become a limited partner in the enterprise is not a general partner in the enterprise and is not bound by its obligations by reason of making the contribution, receiving distribution from the enterprise, or exercising any rights of a ltd partner, if, on ascertaining the mistake, he or she:

o        Causes an appropriate certificate of limited partnership or a certificate of amendment to be executed and filed; or

o        Withdraws from future equity participation in the enterprise by executing and filing in the office of the Sec of State a certificate declaring withdrawal under this section.

 

Artist, however, could argue that since no attempt had even been made yet as to filing the Articles of Organization, that it should be a general partnership rendering Lewis personally liable too. The general rule is that 3rd party’s knowledge regarding the status of a ltd partnership is irrelevant when at the time of contracting, the partners have made no attempt to comply w/ the filing requirements. Since they were de facto (meaning they made a good faith colorable attempt to comply with the statutory requirements) they would not be de jeure and therefore not an LLC. Then the default rules for GP would apply. If now they were GPs, Alice and Grace would be liable since they, under 304, actively participated. Lewis could then argue under 304b that since he was passive he would not be liable (since a LP in a GP)

 

Lewis could then argue that b/c he had no active control or participation in the company he is a limited partner and as such, not liable. The rebuttal, however, by Artist would be the opposite – since he shared in the profits he should be personally liable. AND Artist might win b/c of the non-compliance w/ the filing requirements.

 

IF an LLC had in fact been formed properly, by definition of an LLC each member has actual authority to bind the LLC. If a member does not agree that member may withdraw or mediate. Since Lewis did neither, he would therefore become liable under the K that bound the LLC.  (pg 137 supplement)

 

Def:

(1)     De facto: (1) There is a statute permitting incorporation, (2) bonafide attempt to incorporate, (3) actual use or attempted use of corp powers (4) third party reliance on the corp.

                                                               i.      Result: if you deal with de facto the corporation can be bound by acts of its agents (320 pg 182); disclosed agents and shareholders are not L- L would be imputed to corp.

(2)     De jeure: a matter of strict compliance with statutory requirements

(3)     Corporation by estoppel: when parties are estopped from denying corp.’s existence.

 

PROBLEM 3.2 (172) – [Formation of Firms]

 

Contracts Entered into before Formation of a Limited Liability Firm / Interaction of Statutes and Common Law

 

Investor invested money in Widgets, Ltd.  At the time of the investment, Investor signed a Certificate and Agreement of Limited Partnership that specified that Investor would be a limited partner in Widgets, Ltd.  Unknown to Investor, Widgets, Ltd. Began doing business without filing the Certificate.  After six months, Widgets, Ltd. Distributed $1,000 in profits to Investor.  After Investor received the profits distribution, Investor learned that Widgets, Ltd. was not a limited partnership.

               

Despite learning that Widgets, Ltd. was not a limited partnership, Investor took no action to procure the filing of the Certificate of Limited partnership for Widgets, Ltd., nor did Investor withdraw from equity participation in the business.  In fact, Investor continued to take distributions of profits after Investor learned the business was not a limited partnership.

 

Widgets, Ltd. is now insolvent, and two of its creditors have sued Investor, seeking to hold Investor personally liable for Widgets, Ltd.’s debts.  Alan sold on open account goods worth $10,000 to Widgets, Ltd. after Investor had received the first distribution of profits, but before Investor learned there was no limited partnership.  Betty loaned Widgets, Ltd. $25,000, after Investor had learned there was no limited partnership, and after Investor had received further distributions of profits. 

               

Assume that neither Alan nor Betty knew of Investor’s involvement with Widgets. Ltd.  Under the ULPA, is Investor liable to either Alan or Betty?  Under the RULPA?

 

Answer:

 

The issue is whether Investor in a limited partnership believing to be a limited partner is liable to Alan or Betty for debts owed by Widget.  Two rules can answer this question: ULPA §11 and RULPA §304

 

RULPA §304(a) [see (b) below]: “Person Erroneously Believing Himself Limited Partner.  “A person who makes a contribution to a business enterprise and erroneously but in good faith believes that he has become a limited partner in the enterprise is not a general partner in the enterprise and is not bound by its obligations by reason of making the contribution, receiving distributions from the enterprise or exercising any rights of a limited partner, IF, on ascertaining the mistake, HE/SHE:

(i)                  causes an appropriate certificate of limited partnership or a certificate of amendment to be filed;  OR

(ii)  &n