Judge: Ashfaq G. Chowdhury, Case: 21GDCV00118, Date: 2023-11-17 Tentative Ruling



Case Number: 21GDCV00118    Hearing Date: November 17, 2023    Dept: E

Hearing Date: 11/17/2023 – 10:00am
Case No. 21GDCV00118
Trial Date: 04/08/2024 
Case Name: LEVON H. BARDAKJIAN, as Co-Trustee of the Levon and Sylvia Bardakjian Family Trust dated July 24, 2004; SYLVIA R. BARDAKJIAN, a Co-Trustee of the Levon and Sylvia Bardakjian Family Trust dated July 24, 2004; v. MARK S. ADAMS, an individual; CALIFORNIA RECEIVERSHIP GROUP, Inc., a California corporation

 

[TENTATIVE RULING ON MOTION FOR LEAVE TO FILE FAC] 

 

RELIEF REQUESTED 
Plaintiffs, Levon H. Bardakjian and Sylvia R. Bardakjian, will and hereby do move this Court for an order granting Plaintiffs leave to file a First Amended Complaint (FAC).

 

This Motion is made pursuant to Code of Civil Procedure §§ 473(a)(1) and 576 and California Rules of Court Rule 3.1324 on the grounds that the requested amendment is in the interests of justice and supported by the facts alleged in the proposed First Amended Complaint attached hereto as Exhibit 1. Plaintiffs bring this Motion based on information discovered during the course of this litigation concerning damages caused by Defendants’ failure to properly insure the subject real property and continued delays that exposed Plaintiffs to litigation from the tenants occupying the subject real property. Plaintiffs seek to add allegations to their Complaint. Said amendment will not prejudice Defendants. Plaintiffs request that the proposed First Amended Complaint, attached hereto as Exhibit 1, be deemed filed and served as of the date this Motion is granted.

 

For the reasons set out below, the Court’s tentative is to GRANT the motion.

PROCEDURAL

 

Moving Party: Plaintiffs, Levon H. Bardakjian and Sylvia R. Bardakjian


Responding Party: Defendants, Mark S. Adams and California Receivership Group, BC (improperly named as California Receivership Group, Inc., a California corporation). Defendants are collectively referred to as Receiver.

 

Moving Papers: Notice/Motion

Opposing Papers: Opposition

Reply Papers: No Reply as of 11/15

 

Proof of Service Timely Filed (CRC Rule 3.1300(c)):Ok
16/21 Court Days Lapsed (CCP 1005(b)):Ok
Proper Address (CCP §1013, §1013a, §1013b):Ok

BACKGROUND

eCourt lists three related cases that are related to the instant action (21GDCV00118).

 

This action (21GDCV00118) stems from the related “receivership case” (EC067418City of Duarte v. Levon J Bardakjian, et al. – initiated 12/08/2017) in which Plaintiffs in the instant case were named as Defendants. The receivership case (EC067418) pertained to the City of Duarte alleging nuisance abatement and receivership for alleged substandard conditions of the Subject Property at 1001 Las Lomas Road, Duarte, California 91010 owned by the Bardakjians. In the receivership case, Mark Adams and California Receivership Group were appointed as receivers for the Subject Property, but they were removed and replaced as the receiver. Eric Beatty was appointed the replacement receiver in April of 2020.

 

On September 24, 2020, Miken Construction Company, Inc. filed a Complaint in related case 20GDCV00769 alleging causes of action for breach of contract and foreclosure of mechanic’s lien against Eric Beatty, California Receivership Group, Mark Adams, and the Bardakjians.

 

Plaintiffs in the instant action sought leave of Court in the receivership case to file the instant action, were granted leave, and on January 26, 2021, Plaintiffs filed the instant action (21GDCV00118) against Mark Adams and California Receivership Group alleging claims for Intentional Misrepresentation, Breach of Fiduciary Duty, Professional Malpractice, and Accounting. In the instant action, on or about May 27, 2021, Mark Adams and California Receivership Group filed a Cross-Complaint against the Bardakjians, 1001 Las Lomas LLC, and the City of Duarte. On or about September 24, 2021, the Court granted the City of Duarte’s special motion to strike the causes of action brought against the city of Durate in the Cross-Complaint. On 2/9/2022, Mark Adams and California Receivership filed an amended cross-complaint, and on 03/10/2022, Mark Adams and California Receivership Group filed a Second Amended Cross-Complaint against the Bardakjians, and 1001 Los Lomas LLC. On or about April 26, 2022, pursuant to stipulation of the parties, the Second Amended Cross-Complaint was dismissed without prejudice as to the remaining parties.

 

On or about January 4, 2023, a group of the Subject Property’s tenants filed a Complaint for Damages and Injunctive Relief (23AHCV00021Jose Blanco, et al. v. Levon Bardakjian, et al. – “Tenants’ Lawsuit”) against the Bardakjians, both in their capacities as trustees and in their individual capacities, as well as 1001 Las Lomas LLC.

 

LEGAL STANDARD – LEAVE TO AMEND
The court may, in furtherance of justice and on any proper terms, allow a party to amend any pleading. (Code Civ. Proc., § 473, subd. (a)(1); Branick v. Downey Savings & Loan Association (2006) 39 Cal.4th 235, 242.) The court may also, in its discretion and after notice to the adverse party, allow, upon any terms as may be just, an amendment to any pleading or proceeding in other particulars; and may upon like terms allow an answer to be made after the time limited by this code. (Code Civ. Proc., § 473, subd. (a); Branick, supra, 39 Cal.4th at 242.) Judicial policy favors resolution of all disputed matters between the parties and, therefore, the courts have held that “there is a strong policy in favor of liberal allowance of amendments.” (Mesler v. Bragg Management Co. (1985) 39 Cal.3d 290, 296-97; see also Ventura v. ABM Industries, Inc. (2013) 212 Cal.App.4th 258, 268) [“Trial courts are bound to apply a policy of great liberality in permitting amendments to the complaint at any stage of the proceedings, up to and including trial where the adverse party will not be prejudiced.”].)  Leave to amend is thus liberally granted, provided there is no statute of limitations concern. (Kolani v. Gluska (1998) 64 Cal.App.4th 402, 411.) The court may deny the plaintiff’s leave to amend if there is prejudice to the opposing party, such as delay in trial, loss of critical evidence, or added costs of preparation. (Id.)  

 

Under California Rules of Court, rule 3.1324, a motion to amend a pleading before trial must (1) include a copy of the proposed amendment or amended pleading, which must be serially numbered to differentiate it from previous pleadings or amendments; (2) state what allegations in the previous pleading are proposed to be deleted, if any, and where, by page, paragraph and line number, the deleted allegations are located; and (3) state what allegations are proposed to be added to the previous pleading, if any, and where, by page, paragraph, and line number, the additional allegations are located.  (Cal. Rules of Court, rule 3.1324(a).)  

Further, a separate supporting declaration must accompany the motion and must specify (1) the effect of the amendment; (2) why the amendment is necessary and proper; (3) when the facts giving rise to the amended allegations were discovered; and (4) the reason why the request for amendment was not made earlier must accompany the motion. (Id., rule 3.1324(b).) 

“Leave to amend is in general required to be liberally granted [citation omitted], provided there is no statute of limitations concern. Leave to amend may be denied if there is prejudice to the opposing party, such as delay in trial, loss of critical evidence, or added costs of preparation. [citation omitted].” (Kolani v. Gluska (1998) 64 Cal.App.4th 402, 411.)

ANALYSIS

Plaintiffs’ Moving Arguments
Plaintiffs seek leave to amend to file the FAC because of circumstances surrounding the Tenants’ Lawsuit (23AHCV00021) that was filed on or about January 4, 2023 by a group of the Subject Property’s tenants that named Plaintiffs as defendants in both their capacities as trustees and as individuals. Plaintiffs argue that the factual allegations and causes of action in the Tenants’ Lawsuit include damages for habitability issues during the time period of the receivership of the Subject Property. Plaintiffs state they made a claim with Northfield Insurance Company, the insurer from whom Defendants had obtained a policy during their time as receiver of the Property. Plaintiffs state that Northfield Insurance Company issued a disclaimer and refused to accept tender because the insurance policy acquired by Defendants had a habitability exclusion and did not name Plaintiffs as insured. Plaintiffs seek to amend the Complaint in the instant action to add allegations related to the Tenants’ Lawsuit and Defendants’ failure to properly insure the Subject Property and Plaintiffs, which are newly occurring and newly discovered facts that related to Plaintiffs’ claims in this action, including Defendants’ breach of fiduciary duty, professional malpractice, and the damages suffered by Plaintiffs.

More specifically, Movants argues:

The allegations Plaintiffs seek to add in the First Amended Complaint concern the potential liability Plaintiffs face in the now related Tenants’ Lawsuit brought by tenants of the Property against Plaintiffs as the former owners of the Property. Plaintiffs were initially named as defendants in said lawsuit, in both their individual capacities and in their capacities as Trustees of the Levon H. Bardakjian and Sylvia R. Bardakjian Family Trust dated July 24, 2004. In addition, 1001 Las Lomas, LLC, whose sole managing members are Levon Bardakjian and Sylvia Bardakjian, was also named as a defendant in the Tenants’ Lawsuit. Although Plaintiffs were dismissed in the Tenants’ Lawsuit on August 29, 2023, they were dismissed without prejudice and can be named again at any time during the pendency of the litigation. 1001 Las Lomas, LLC was not dismissed and is still a defendant in the Tenants’ Lawsuit.

 

Furthermore, Defendants have not been named as defendants in the Tenants’ Lawsuit. Because Plaintiffs contend that the alleged damages suffered by the plaintiffs in the Tenants’ Lawsuit were caused by Defendants’ actions, the addition of the allegations proposed by Plaintiffs in this Motion would further the interests of judicial efficiency by eliminating the need for Plaintiffs to file a separate action against the same Defendants in this matter should the Tenants’ Lawsuit result in a judgment or settlement against Plaintiffs.

 

Additionally, the allegations Plaintiffs wish to add to the First Amended Complaint further evidence Defendants’ liability. The Second Cause of Action in Plaintiffs’ Complaint against Defendants is for Defendants’ Breach of Fiduciary Duty as court-appointed receivers. The failure to properly insure the Property is conduct fell below the standard of care owed by in such a fiduciary relationship, thus exposing the Property and Plaintiffs to unnecessary risk, peril, and damages. The Third Cause of Action in Plaintiffs’ Complaint against Defendants is for Defendants’ Professional Malpractice. Defendants’ failure to properly insure the Property is conduct that fell below the standard of care for receivers. Additionally, the Tenants’ Lawsuit alleges damages for habitability issues that occurred during the time that Defendants, not Plaintiffs, were in complete control of the Property, and which were caused by Defendants’ negligent and fraudulent actions that caused significant delays and ultimate the failure to rehabilitate the Property.

 

(Pl. Mot. p. 4-5.)

 

Procedural Analysis by the Court under CRC 3.1324(a)-(b)

 

CRC 3.1324(a)

Under California Rules of Court, rule 3.1324, a motion to amend a pleading before trial must:

(1)   include a copy of the proposed amendment or amended pleading, which must be serially numbered to differentiate it from previous pleadings or amendments;

Here, Plaintiffs satisfied this requirement. Plaintiffs attached Exhibit 1 to their motion which is the proposed “First Amended Complaint For Damages.”

(2)   state what allegations in the previous pleading are proposed to be deleted, if any, and where, by page, paragraph and line number, the deleted allegations are located; and

Here, this requirement does not apply to Plaintiffs because they do not seek to delete allegations in the previous pleading.

(3)   state what allegations are proposed to be added to the previous pleading, if any, and where, by page, paragraph, and line number, the additional allegations are located.  (Cal. Rules of Court, rule 3.1324(a).)  

Here, Plaintiffs satisfied this requirement. Generally speaking, Plaintiffs argue that the only changes in the allegations is to add the new damages to Plaintiffs based on the Tenants’ Lawsuit and the additional factual details regarding the failure to properly insure the Property that were previously unknown facts stemming from the same conduct of Defendants during the course of the receivership of the Property. Plaintiffs argue that as the amendment is based on the same general facts pled in the Complaint, there is no statute of limitations issue presented.

Specifically as to what allegations are proposed to be added, and where, Plaintiffs list as follows:

·         The Defendants also failed to adequately insure the property and the Plaintiffs during the receivership. The unnecessary insurance policy that Defendants obtained, effective September 17, 2019 to September 17, 2020, and September 17, 2020 to September 17, 2021 following renewal, had a habitability exclusion in its terms. On or about January 4, 2023, a group of tenants residing at the Property filed a Complaint for Damages and Injunctive Relief (LASC Case No. 23AHCV00021) that named Plaintiffs as defendants, both in their capacities as Trustees of the Levon H. Bardakjian and Sylvia R. Bardakjian Family Trust dated July 24, 2004, and in their individual capacities, as well as 1001 Las Lomas, LLC. The factual allegations and causes of action alleged in the Complaint include damages for habitability issues during the time period of the receivership and the effective period between September 17, 2019 and September 17, 2021 of the insurance policy taken out by Defendants. However, because the insurance policy taken out by Defendants has an exclusion for habitability, Plaintiffs are not covered by the policy and the insurance company has issued a disclaimer. [Page 8, paragraph 31, lines 8-20]

·         Defendants further breached their fiduciary duty by failing to adequately insure the Property. The unnecessary insurance policy that Defendants obtained, effective September 17, 2019 to September 17, 2020, and September 17, 2020 to September 17, 2021 following renewal, had a habitability exclusion in its terms and did not cover the owners of the building as they had not been named in the policy. Consequently, the Property and its owners were unnecessarily exposed to risk and liability. Because of the habitability exclusion and failure to cover the owners of the Property, the insurer has refused to accept tender of the claim brought by a group of tenants (in LASC Case No. 234HCV00021) regarding habitability during the period of time covered under the insurance policy. Both the Property and the Plaintiffs here face liability and have incurred attorney fees and costs in defense of the claims brought by the tenants for the period of time the insurance policy was in effect. The claims made by the tenants in their lawsuit during the period after the receivership had begun, including the period after Defendants were replaced as receivers, would not have existed had the Defendants acted in the best interests of the Property, the Plaintiffs, and the tenants instead of delaying the rehabilitation of the building to enrich themselves and failing to address the habitability issues. (Page 12, paragraph 47, lines 1-15]

·         The delays and failure to remedy the N&O violations further exposed Plaintiffs and the Property to unnecessary risk and liability. The lawsuit brought by the tenants over habitability claims (LASC Case No. 23AHCV00021) includes the period of time during which the Property was in receivership while Defendants acted as receivers of the Property and the period of time after Defendants had been replaced by the new receiver. Because of the Defendants’ failure to remedy the N&O violations, failure to establish a proper plan for remediation and correction of the N&O violations, and failure to adequately manage the receivership in a fiscally responsible manner, the Plaintiffs have incurred damages in the form of costs and attorney fees required to defendant against the claims made by the tenants in their lawsuit and face further liability for the claims made by the tenants therein. Had Defendants’ management of the receivership not fallen below the standard of care, the habitability issues would have been timely and properly remedied. [Page 13, paragraph 55, lines 26-28, and page 14, paragraph 47, lines 1-9]

(Pl. Mot. p. 8-9.)

CRC 3.1324(b)

Further, under CRC 3.1324(b), a separate declaration must accompany the motion and must specify:

(1)   the effect of the amendment;

Here, Plaintiffs satisfied this requirement. As noted in Plaintiffs’ counsel’s declaration (Aroustamian’s Declaration):

“The purpose and effect of the amendment is to add the newly discovered factual allegations which show how Defendants breached their fiduciary duty and were professionally negligent. Furthermore, the amendment will add to the damages caused by Defendants in light of the new development that is the Tenants’ Lawsuit. The proposed amendment will not prejudice the Defendants. There are several months before the scheduled date of the trial during which time Defendants can conduct any further discovery required. Furthermore, Plaintiffs are not adding any new legal theories or causes of action. Plaintiffs are only adding newly discovered additional details necessary for the prosecution of their claims.” (Aroustamian Decl. ¶6.)

(2)   why the amendment is necessary and proper;

Here, Plaintiffs satisfied this requirement. As noted in the Aroustamian Declaration:

“The proposed additional allegations in the proposed First Amended Complaint are necessary and proper to facilitate the interest of justice and allow resolution of all of Plaintiffs’ claims in connection with the wrongdoing and injuries Plaintiffs suffered as a result of the actions of Defendants. The factual allegations are especially necessary to Plaintiffs’ claims that Defendants breached their fiduciary duty and were professionally negligent by failing to adequately insure the Property and its owners during Defendants’ time as receiver. Furthermore, the delays and failure to remedy the violations exposed Plaintiffs to liability for the claims brought against them in the Tenants’ Lawsuit and further costs, attorney fees, and time required to defend against said claims. It would further be in the interests of judicial economy and in furtherance of justice to allow Plaintiffs to make the proposed amendment. The additional allegations are based on the same general facts pled in the original complaint, which are the actions taken by Defendants during their time as receiver of the Property. If these allegations are not added to the complaint in this action, Plaintiffs would be required to file another, separate action with the same parties and based on the same general facts pled here to recover for the additional damages suffered.” (Aroustamian Decl. ¶5.)

(3)   when the facts giving rise to the amended allegations were discovered; and

Here, Plaintiffs satisfied this requirement. As noted in the Aroustamian Declaration:

 

“In or about May 17, 2023, I was informed by the attorney representing the Plaintiffs in the Tenants’ Lawsuit that Northfield Insurance had issued a disclaimer in the policy because there is a habitability exclusion and because the named insured was not the defendant in the Tenants’ Lawsuit. Therefore, the insurance policy from Northfield taken out by Defendants did not cover the claims brought by the plaintiffs in the Tenants’ Lawsuit. After investigating the matter further and after reviewing the pleadings filed in the Tenants’ Lawsuit and other documents in this case, I concluded that the Defendants were potentially liable for their failure to adequately insure the Property. I then began work on this Motion and the proposed amendment to the complaint. At the September 19, 2023 hearing in the related receivership action (LASC Case No. EC067418), I informed this Court and counsel for Defendants of Plaintiffs’ intention to file this Motion.” (Aroustamian Decl. ¶3.)

 

(4)   the reason why the request for amendment was not made earlier must accompany the motion. (Id., rule 3.1324(b).) 

Here, Plaintiffs satisfied this requirement. As noted in the Aroustamian Declaration:

 

“The request for amendment was not made earlier because Plaintiffs had not previously discovered the facts giving rise to the proposed amendment. Plaintiffs were not aware that the insurance policy Defendants had taken out had a habitability exclusion or that it failed to name Plaintiffs because this information was in the possession of Defendants and had not been provided to Plaintiffs. Plaintiffs were only informed when the insurance company denied coverage in May 2023. Furthermore, the Tenants’ Lawsuit was not filed until January 2023. Prior to that, Plaintiffs were not provided any information regarding the claims alleged, including when the alleged claims had happened. Therefore, it was impossible for Plaintiffs to determine that the claims alleged in the Tenants’ Lawsuit included the period of time relevant to this action, such as during and after Defendants’ time as receiver of the Property and during the time the inadequate insurance policy was in place.” (Aroustamian Decl. ¶4.)


Opposition’s Arguments
Defendants argue that Plaintiffs should not be granted leave to amend because: (1) The proposed amendment is futile; (2) The Receiver was not obligated pursuant to the terms of his appointment to insure the Bardakjians; (3) The Bardakjians are not the owners of the Property; (4) The Receiver will be prejudiced if leave to amend is granted; (5) The delay in seeking amendment is inexcusable and therefore leave to amend should be denied.

 

The Court will further address Defendants’ arguments in its Tentative Ruling.

 

TENTATIVE RULING

The Court tentatively plans to GRANT Plaintiffs’ motion for leave to amend to file a FAC for the reasons set forth below.

Because of the judicial policy favoring resolution of all disputed matters, the strong policy of liberal allowance of amendments, the limited/minimal (if any) prejudice the Defendants would face, and Plaintiffs’ adherence to the procedural requirements to seek leave, the Court finds that granting leave to amend to file the FAC would be appropriate.

Below, the Court addresses several of Defendants’ arguments in Opposition.

Proposed Amendment is Futile
Defendants argue:

The Bardakjians' proposed amended complaint is futile because any claims regarding the alleged deficiencies with the Receiver's insurance policy are barred by the doctrine of res judicata. First, as detailed above, the Bardakjians were aware of the Receiver's insurance policy at the time they opposed his discharge in the main receivership action in October 2020. However, they chose not to bring up any alleged deficiencies with the policy at the time. At this juncture, they cannot bring up these new allegations against the Receiver when they had notice of the Receiver's request for discharge, opposed the discharge, but chose not to timely assert these complaints at that time. As the Court explained in Vitug v. Griffin (1989) 214 Cal.App.3d 488, "[a]s a general proposition a receiver has no official duties and is not a proper party to any action after being discharged by the court. The discharge order operates as res judicata as to any claims of liability against the receiver in her official capacity." Id. at 494 [ citing Brockway etc. Co. v. County of Placer (1954) 124 Cal.App.2d 371, 375; Aviation Brake Systems, Ltd. v. Voorhis (1982) 133 Cal.App.3d 230, 234].)

 

(Oppo. p. 4-5.)

 

Here, the Court does not find these arguments availing. As to the Defendants’ argument about res judicata, Defendants make no explanation how res judicata is applicable here, and the Court does not understand Defendants’ res judicata argument.

 

Further, the Defendants’ argument that the Plaintiffs were aware of the Receiver’s insurance policy at the time they opposed his discharge in the main receivership action in October 2020 seems to directly contradict what Plaintiffs alleged in their motion, and Defendants offer no citation to proof to support their argument.

 

Defendants also argue:

 

Second, the Bardakjians cannot pursue claims against the Receiver on behalf of the Tenants. In their Motion, the Bardakjians acknowledge that they are seeking to amend their complaint after their counsel was advised in May 2023 during the course of the Tenants' lawsuit that the insurer had issued a disclaimer on the insurance policy because the policy contained a habitability exclusion and the named insured was not a defendant in the Tenants' lawsuit. (Motion, Aroustamian Deel. ¶3.) To the extent that the Tenants have claims against the Receiver, they also were required to make such complaints at the time of the Receiver's discharge, as opposed to the Bardakjians seeking to be reimbursed by the Receiver for any damages they are forced to pay the Tenants. Indeed, when the Receiver was appointed in the main receivership action, he posted notices at the Property unit various times, including a notice of a meeting the Receiver noticed and conducted for all tenants in November 2019. (Adams Deel. ¶8, Ex. 6.) It is impossible that the Tenants at the Property were unaware of the receivership prior to the Receiver's discharge, and accordingly, they needed to bring any concerns regarding the receivership prior to his discharge. Indeed, it would set a dangerous precedent for third parties such as the Tenants to be entitled to insert themselves into the Bardakjians' lawsuit - thereby rendering the Receiver's Court-ordered discharge meaningless. Furthermore, as detailed above, the Tenants already served their own Motion for Leave to sue the Receiver based on his alleged failure to preserve the Property, which request the Receiver responded to at length in his Opposition. It appears that the Tenants inappropriately failed to ever file their Motion with this Court in the main receivership action, and instead, the Bardakjians' have filed the present Motion to add the Tenants' claims to their pending lawsuit. This conduct should not be tolerated.

 

(Oppo. p. 5-6.)

 

Here, the Court does not find these arguments availing. For the most part, the Court finds these arguments unclear. The Court is unclear what Defendants mean by arguing that the Plaintiffs cannot pursue claims against the Receiver on behalf of the Tenants. Here, the FAC does not seek to do that. The FAC seeks to pursue Plaintiffs’ claims, not the Tenants’ claim. This action is a different case than the Tenants’ Lawsuit. Further, the Court does not understand Defendants’ arguments that the Tenants were required to make any claims against the Receiver at the time of the Receiver’s discharge. To the Court’s understanding, the Tenants were not even a party in the action when the receiver was discharged. The Tenants’ Lawsuit arose after the discharge of the Receiver. Overall, the Court finds these arguments unavailing and Defendants cite no legal authority in support.

 

Receiver was not obligated pursuant to the terms of his appointment to insure the Bardakjians

Defendants argue:

 

The proposed amended complaint is futile based on the explicit terms of the Receiver's appointment. While the Stipulated Order for appointment instructed the Receiver to pay operating expenses of the Property (including insurance) - the Order did not obligate the Receiver to bind an insurance policy under which the Bardakjians would be additional insureds. (Adams Deel. ¶2, Ex. 1.) To the extent the Bardakjians did not agree with the terms of the Receiver's appointment, they should not have stipulated to the entry of the appointment order nearly six years ago. At this point, their complaints regarding the Receiver's insurance policy are too late and unwarranted.

 

(Oppo. p. 6.)

 

Again, the Court finds many of these arguments unclear. The Court is unclear as to why Defendants are arguing that the Stipulated Order did not obligate the Receiver to bind an insurance policy under which the Bardakjians would be additional insureds. Defendants don’t cite to any portion of the Stipulated Order that would help the Court assess whether Defendants’ argument is accurate.

 

Second, even if Defendants’ argument is accurate, the Court is unclear as to the legal significance of Defendants’ arguments. This action is different from the receivership action. Plaintiffs were granted leave in the receivership action to file this action. To keep referring to what was agreed with in the Stipulated Order does not make any sense when the court in the receivership action granted leave to amend to file this complaint in the instant case. This action is separate from the receivership case.

 

The Bardakjians are not the owners of the Property

Defendants argue:

 

Finally, the proposed amended complaint is also futile because the Plaintiffs in this action - the Bardakjians - are not the owners of the Property. Rather, 1001 Las Lomas LLC owned the Property during the Receiver's appointment. Further, as admitted in their Motion, the Bardakjians have already been dismissed from the Tenants' lawsuit. (Motion at pp. 4:27-5:2.) To the extent there are indeed any legitimate claims regarding the Receiver's insurance policy in regard to the Property, such claims belong to 1001 Las Lomas LLC - which is not a party to this lawsuit.

 

(Oppo. p. 6.)

 

Here, the Court does not find Defendants’ arguments availing. First, Defendants provide no legal authority to support their conclusion. Second, to the extent that Defendants are arguing that Plaintiffs have already been dismissed from the Tenants’ Lawsuit, the Court fails to understand how or why that provides a legal basis as to why Plaintiffs here cannot be granted leave to amend. Plaintiffs motion acknowledged that they were dismissed in the Tenants’ Lawsuit, but explained part of their desire to still add allegations in a FAC because:

 

Although Plaintiffs were dismissed in the Tenants’ Lawsuit on August 29, 2023, they were dismissed without prejudice and can be named again at any time during the pendency of the litigation. 1001 Las Lomas, LLC was not dismissed and is still a defendant in the Tenants’ Lawsuit.

 

Furthermore, Defendants have not been named as defendants in the Tenants’ Lawsuit. Because Plaintiffs contend that the alleged damages suffered by the plaintiffs in the Tenants’ Lawsuit were caused by Defendants’ actions, the addition of the allegations proposed by Plaintiffs in this Motion would further the interests of judicial efficiency by eliminating the need for Plaintiffs to file a separate action against the same Defendants in this matter should the Tenants’ Lawsuit result in a judgment or settlement against Plaintiffs.

 

(Pl. Mot. p. 4-5.)

 

Further, the Court is unclear on Defendants’ arguments because Plaintiffs here seek, in part, to add allegations pertaining to Defendants’ breach of fiduciary duty and professional malpractice.

 

The Receiver will be prejudiced if leave to amend is granted

Defendants argue as follows:

 

Courts have held that prejudice exists where belated amendments will result in additional time and expense to the defendants. For instance, one Court of Appeal held that where "an amendment would require additional discovery and perhaps result in a demurrer or other pretrial motion," the court did not abuse its discretion in denying leave to amend. (P&D Consultants, Inc. v. City of Carlsbad (2010) 190 Cal.App.4th 1332, 1345.) Similarly, the Second District Court of Appeal has held that prejudice includes added "time and expense." (Payton v. CSI Electrical Contractors, Inc. (2018) 27 Cal.App.5th 832, 849.) Here, the showing of prejudice to the Receiver if the Bardakjians are granted leave to amend their complaint is compelling. Given that the receiver's Court-approved fees and costs in the main receivership action of $267,604.01 have already been "on hold" for three years due to the Bardakjians' lawsuit, the Receiver faces substantial prejudice if the Bardakjians are permitted to amend their complaint and further prolong this lawsuit. The Receiver is entitled to finality on his receivership which ended three years ago. The Bardakjians should not be permitted to continue to add on unrelated and unsubstantiated allegations on behalf of third parties to this lawsuit - forcing the Receiver to spend additional time and expense in defending against their grievances, which should have properly been brought up at the time of his discharge.

 

Additionally, the Receiver has already conducted discovery in this matter, and the filing of the proposed amended complaint will require the Receiver to engage in further discovery related to the Tenants' claims in their separate lawsuit. This will include propounding additional written discovery on the Bardakjians, and possibly the Tenants as well, spending a considerable additional amount of time and money in the process. The Receiver also intends to demur to the proposed amended complaint on the grounds that the Bardakjians are precluded from bringing up new grievances which they did not pursue at the time of the Receiver's discharge, and the Bardakjians are also not permitted to bring claims on behalf of the Tenants, who also did not object to the Receiver's discharge despite being on notice of the receivership. In light of the prejudice the Receiver faces if leave to amend is granted to the Bardakjians, the Motion must be denied.

 

(Oppo. p. 6-7.)

 

Here, the Court does not find Defendants’ argument on prejudice persuasive. The Court finds the strong policy of liberal allowance of amendments to outweigh the minimal, if any, prejudice that Defendants would face. Defendants’ citation to P&D Consultants, Inc. is also unpersuasive because in that case P&D did not seek leave to amend until after the trial readiness conference and P&D offered no explanation for the delay. Here, the trial readiness conference has not occurred, and Plaintiffs explained their delay in seeking leave to amend.

 

Delay in Seeking Amendment is inexcusable and therefore leave to amend should be denied

Defendants cite cases that state unwarranted delay in presenting an amendment may be a valid reason for denial. However, the Court does not find Defendants’ arguments as to how Defendants believe they established inexcusable delay to be convincing.

 

Defendants argue that Bardakjians’ counsel stating that he did not become aware of the alleged shortcoming in the Receiver’s insurance policy for the Property until the Tenants’ Lawsuit is false. Defendants attempt to support this argument by stating that the Bardakjians have been on notice regarding the receivership's insurance for the Property since at least January 2020 when the Receiver served his monthly accounting in the main receivership action for December 2019, which included the insurance premiums paid by the receivership. (Adams Deel. ¶5, Ex. 3.)

 

Here, the Court fails to find this argument persuasive because the Court fails to understand how the Receiver serving his monthly accounting which included insurance premiums paid by the receivership pertains to Plaintiffs arguing they were not able to see the insurance policy itself. The Court is unclear as to why or how Defendants are equating the monthly accounting to the insurance policy itself.

 

If Defendants wish to explain/argue how they believe Plaintiffs were already aware of the terms of the insurance policy at the hearing, they can do so, because the Court fails to understand Defendants’ arguments on pages 8-9 of their Opposition.