Judge: Armen Tamzarian, Case: 23STCV18814, Date: 2025-01-14 Tentative Ruling

Case Number: 23STCV18814    Hearing Date: January 14, 2025    Dept: 52

Tentative Ruling:

Cross-Defendant Azul Vision, Inc.’s Motions to Set Aside Defaults

Cross-defendant Azul Vision, Inc. (Azul) moves to set aside the defaults entered against as to two cross-complaints.  Cross-complainant Blue Cross of California dba Anthem Blue Cross filed a notice of non-opposition stating it agrees to set aside Azul’s default.  Cross-complainant Accountable Health Care IPA (Accountable) opposes Azul’s motion.

Azul argues its default should be set aside because Accountable filed a first amended cross-complaint after the default.  A defendant’s default is vacated when the plaintiff materially amends the complaint against it.  (Greenup v. Rodman¿(1986) 42 Cal.3d 822, 830; Airs Aromatics, LLC v. CBL Data Recovery Technologies, Inc.¿(2018) 23 Cal.App.5th 1013, 1025.)  “An amended complaint makes material changes when it increases the damages sought, or adds or changes a cause of action based on a different factual or legal theory.  [Citations.]  Based on the policies underlying the rule, ‘the test for what is and is not a [material or] “substantive change” should focus on whether the [change] might give rise to any different amount or form of liability, or indicate the existence of any defense or ground for avoiding liability, not reasonably disclosed in the original complaint.’  [Citations.]  Under this test, a change is material if the change would have impacted a reasonable defendant's consideration of whether to contest the claims or to default.”  (Paterra v. Hansen (2021) 64 Cal.App.5th 507, 530 (Paterra).) 

Accountable’s first amended cross-complaint materially amended the claims against Azul in at least two ways. 

First, Accountable added the following factual allegations: “Azul Vision has asserted that it told Plaintiff that his insurance was not accepted at Chevy Chase because this is what Chevy Chase told Azul Vision.  Such a representation by Chevy Chase to Azul Vision would have been incorrect, and a misrepresentation.”  (FACC, ¶ 7.)  These new allegations are material because they indicate the existence of a potential defense or ground for avoiding liability not disclosed in the original complaint: that Chevy Chase’s misrepresentation proximately caused the injuries to plaintiff Marcelino Diaz.

Second, Accountable changed the allegations as follows: The initial cross-complaint alleged, “Azul and Accountable entered into a written agreement wherein Azul agreed to provide services to patients in Accountable’s network.  … Azul Vision expressly promised to defend, indemnify and hold harmless Accountable from any claims and liabilities arising out of its work under the contract.”  (Cross-Comp., ¶¶ 9-10.)  The first amended cross-complaint instead alleges, “Cross-Defendants entered into a written agreement(s) with Accountable wherein they agreed to provide services to patients in Accountable’s network.  … Cross-Defendants expressly promised to defend, indemnify and hold harmless Accountable from any claims and liabilities arising out of its work under the contract(s).”  (FACC, ¶¶ 13-14.)  These amendments are again material because they indicate a potential defense or ground for avoiding liability by blaming the other cross-defendants.  And, though the initial cross-complaint included fictitious cross-defendants Moes 1-25, it did not allege they were liable on the first or second causes of action.  (Cross-Comp., pp. 3-4.)

Accountable argues, “Cross-Defendant’s liability and exposure are not increased by the amendment and may, in fact, be reduced due to the identification of additional parties.”  (Opp., p. 4.)  That means the amendments “ ‘indicate the existence of any defense or ground for avoiding liability.’ ”  (Paterra, supra, 64 Cal.App.5th at p. 530.)

Accountable also contends Paterra does not apply because it “rel[ies] upon the failure of plaintiffs to serve a defaulting defendant after a material amendment.”  (Opp., p. 3.)  The principle applied in Paterra is that, if an amendment is material, the prior default cannot stand.  That is why the plaintiff must re-serve the formerly defaulted defendant in the manner of a summons (Engebretson & Co. v. Harrison¿(1981) 125 Cal.App.3d 436, 444), not just via mail or e-mail, as occurred here.  That Azul does not contest service of the first amended cross-complaint is irrelevant.  If the amendment were immaterial, Azul’s default would stand and preclude Azul from responding to the amended pleading regardless of any defect in serving it.

Accountable further relies on San Diego Sav. Bank v. Goodsell (1902) 137 Cal. 420 for the proposition that adding new parties does not constitute a material amendment in some cases.  That case was an appeal of default judgment in an “action to foreclose a mortgage.”  (Id. at p. 421.)  “The amendment was for the sole purpose of” adding new defendants, “alleging that they ‘claim or have some interest in the mortgaged premises, but that all of said claims are subordinate to plaintiff’s mortgage.’ ”  (Id. at pp. 425–426.)  The California Supreme Court reasoned, “The nature of [a partition] action makes the bringing in of a new party matter of substance.  But not necessarily so in foreclosure.  There is nothing in the record to show that appellant Littlefield was in any way interested in or affected by the appearance of these new parties in the case.  We do not think the amendment was as to her in matter of substance, and service on her was unnecessary.”  (Id. at p. 426.)

In a foreclosure action, adding other parties with interests in the property did not materially affect the relevant defendant.  Foreclosure would extinguish Littlefield’s interest in the subject real property, so adding other defendants to also extinguish their interests did not materially affect Littlefield.  In contrast, Accountable’s cross-claims for indemnity seek a money judgment or other relief resulting in the right to recover money from Azul.  Adding new parties, particularly when alleging one of them made “a misrepresentation” to Azul (FACC, ¶ 7) creates a possibility for Azul to minimize or eliminate Accountable’s claims against it by blaming other cross-defendants.  In this context, the amendments are material.

Disposition

Cross-defendant Azul Vision, Inc.’s motion to set aside its default as to cross-complainant Blue Cross of California dba Anthem Blue Cross is granted.  The court hereby sets aside that default.  Cross-defendant Azul Vision, Inc. must respond to Blue Cross’s first amended cross-complaint within 15 days.

Cross-defendant Azul Vision, Inc.’s motion to set aside its default as to cross-complainant Accountable Health Care IPA is granted.  The court hereby sets aside that default.  Cross-defendant Azul Vision, Inc. must respond to Accountable Health Care IPA’s first amended cross-complaint within 15 days.

Tentative Ruling:

Defendant Blue Cross of California dba Anthem Blue Cross’s Motion for Protective Order

Defendant Blue Cross of California dba Anthem Blue Cross moves for a protective order to postpone numerous depositions noticed by plaintiff Marcelino Diaz. 

A party or deponent may move for a protective order “that justice requires to protect” him or her “from unwarranted annoyance, embarrassment, or oppression, or undue burden and expense.”  (Code Civ. Proc., § 2025.420, subd. (b).)  Protective orders may include one “[t]hat the deposition be taken at a different time.”  (Id., subd. (b)(2).)  Generally, “the burden is on the party seeking the protective order to show good cause for whatever order is sought.”  (Fairmont Ins. Co. v. Superior Court (2000) 22 Cal.4th 245, 255.)

Defendant shows good cause for a protective order postponing depositions.  Generally, “[o]nce any party has taken the deposition of any natural person, including that of a party to the action, neither the party who gave, nor any other party who has been served with a deposition notice pursuant to Section 2025.240 may take a subsequent deposition of that deponent.”  (Code Civ. Proc., § 2025.610, subd. (a).)  A newly added party, however, “may notice another deposition.”  (Code Civ. Proc., § 2025.290, subd. (b)(6).)  

The cross-complainants recently named several new cross-defendants.  Some of them have yet to respond to the claims against them.  Others have filed demurrers, which are set to be heard in February.  Proceeding with depositions now is likely to result in undue burden and expense arising from duplicative depositions.  Postponing all depositions will serve the interest of judicial economy.  Plaintiff does not articulate a sufficient reason he needs to take these depositions as soon as possible or before his proposed deadline of February 14.  (Opp., p. 2.)     

Defendant seeks an order requiring all depositions to be scheduled at least 30 days after all cross-defendants have appeared.  Rather than doing so, the court will exercise its discretion to specify the date on which the parties may begin to depose witnesses.

Disposition

Defendant Blue Cross of California dba Anthem Blue Cross’s motion for protective order is granted.  The court hereby orders that no depositions shall be held until February 21, 2025.  This order applies to the date of the deponents’ testimony, not the date of serving the notice of deposition.