Judge: Gregory Keosian, Case: 20STCV28012, Date: 2022-09-29 Tentative Ruling



Case Number: 20STCV28012    Hearing Date: September 29, 2022    Dept: 61

Defendant B&V Enterprises, Inc.’s Motion to Compel Arbitration is DENIED.

 

I.                   MOTION TO COMPEL ARBITRATION

On petition of a party to an arbitration agreement to arbitrate a controversy, a court must order the petitioner and respondent to arbitrate the controversy if it determines the arbitration agreement exists, unless (1) the petitioner has waived its right to arbitrate; (2) grounds exist for the revocation of the agreement; or (3) “[a] party to the arbitration agreement is also a party to a pending court action or special proceeding with a third party, arising out of the same transaction or series of related transactions and there is a possibility of conflicting rulings on a common issue of law or fact.” (Code Civ. Proc., § 1281.2.)

 

“[T]he party moving to compel arbitration bears the burden of establishing the existence of a valid agreement to arbitrate, and the party opposing arbitration bears the burden of proving by a preponderance of the evidence any fact necessary to its defense. The role of the trial court is to sit as a trier of fact, weighing any affidavits, declarations, and other documentary evidence, together with oral testimony received at the court's discretion, to reach a determination on the issue of arbitrability.” (Hotels Nevada v. L.A. Pacific Center, Inc. (2006) 144 Cal.App.4th 754, 758.)

Defendant B&V Enterprises (Defendant) presents an arbitration agreement executed by Plaintiff Carla Aguilar (Plaintiff) on July 25, 2019, which designates “binding individual arbitration as the sole and exclusive means to resolve all disputes that may arise out of or be related in any way to [Plaintiff’s] employment.” (Motion Exh. 1.)

 

Plaintiff in opposition argues that the agreement is void by virtue of fraud in the execution. (Opposition at pp. 4–11.) Plaintiff further argues that the agreement exempts claims that were not subject to arbitration at the time of its execution — including PAGA claims. (Opposition at pp. 11–13.) And finally, Plaintiff asks that if the agreement be enforced, that her collective PAGA claims not be dismissed. (Opposition at pp. 13–15.)

 

The facts that Plaintiff presents to show fraud in the execution are as follows. Plaintiff is a Hispanic woman, born in Guatemala, who can only speak and read Spanish. (Aguilar Decl. ¶ 2.) Although she initially applied for work with Defendant using English-language forms, she was only able to fill them out because had asked her English-speaking neighbor to assist her. (Aguilar Decl. ¶ 5.) On the date she executed the arbitration agreement, she was called into Defendant’s offices to sit in a room with six to eight other people, all Hispanic, where a woman representing Defendant spoke to them in Spanish about a stack of documents that was then placed before each of them. (Aguilar Decl. ¶ 7.) They watched a short video, which was mostly in English, and were then told to fill out the documents. (Aguilar Decl. ¶ 7.) When Plaintiff, along with several others, said that she could not read English documents, the woman said “we had to fill them out so we could start working [and] said that she would help us to fill out the English documents.” (Aguilar Decl. ¶ 7.) The woman did not describe the documents the applicants were being made to sign, but only said “that they were forms that we had to sign and to give the company our information so we could begin working.” (Aguilar Decl. ¶ 9.) Because she knew that Plaintiff could not read English, “she would hold up the document for me and some of the others and then tell us where to sign and write our names.” (Aguilar Decl. ¶ 9.) The woman did not explain that any of the documents was an arbitration agreement, or that anyone was waiving their right to jury trial. (Aguilar Decl. ¶ 10.) Plaintiff relied on the woman’s explanation that they “were just forms I had to sign and give my information in order to begin working for Super King.” (Aguilar Decl. ¶ 10.)

 

A contract is void for fraud in the execution where the fraud goes to the inception or execution of the agreement, so that the promisor is deceived as to the nature of his act, and actually does not know what he is signing, or does not intend to enter into a contract at all. In this instance, mutual assent is lacking, and [the contract] is void. In such a case it may be disregarded without the necessity of rescission. In a fraud in the execution case, California law requires that the plaintiff, in failing to acquaint himself or herself with the contents of a written agreement before signing it, not have acted in an objectively unreasonable manner. One party's misrepresentations as to the nature or character of the writing do not negate the other party's apparent manifestation of assent, if the second party had reasonable opportunity to know of the character or essential terms of the proposed contract. Thus, a party's unreasonable reliance on the other's misrepresentations, resulting in a failure to read a written agreement before signing it, is an insufficient basis, under the doctrine of fraud in the execution, for permitting that party to avoid an arbitration agreement contained in the contract.

 

(Ramos v. Westlake Services LLC (2015) 242 Cal.App.4th 674, 688–89 [holding arbitration agreement void where defendant provided Spanish-speaking plaintiff with a Spanish translation of a contract that omitted the arbitration provision].)

 

In the case Rosenthal v. Great Western Fin. Securities Corp. (1996) 14 Cal.4th 394, the court examined several claims to fraud in the execution for arbitration agreements included with certain security-purchase arrangements. The plaintiffs were multiple individuals, mostly depositors at a certain bank, who claimed to have been induced to invest in mutual funds that they believed were insured by and affiliated with the bank, but which were in reality riskier investments affiliated with a separate company. (Rosenthal, supra, 14 Cal.4th at p. 403.) Where some plaintiffs claimed that the representatives who induced them to sign client agreements told them that the agreements “were unimportant, or that the plaintiffs need not read them,” or that they were “just a formality,” the court held that no fraud in the execution had occurred, because “it is generally unreasonable, in reliance on such assurances, to neglect to read a written agreement before signing it.” (Id. at p. 424.)

 

However, the Rosenthal court found that other plaintiffs in the same case had made a case for fraud in the execution. One plaintiff, an Italian immigrant who could not speak or read English, declared that her representative had claimed he would describe the documents through a translator, but merely described an investment opportunity, and never mentioned arbitration. (Id. at p. 427.) He further claimed that the plaintiff “just need[ed] to sign this [document] to open the account,” and that the documents “just repeat what I told you.” (Ibid.) The court held these facts sufficient to show reasonable reliance for the purposes of fraud in the execution, since the plaintiff “would not have been negligent in relying on the . . . representatives instead of reading the agreements themselves.” (Ibid.) The court went on to find another similar account sufficient to state reasonable reliance, this time involving a woman who was legally blind, who was informed that she would be investing in a safe account, and then told to sign documents that “just repeat what I [the representative] have told you.” (Id. at p. 429.)

 

Another case, Najarro v. Superior Court (2021) 70 Cal.App.5th 871, is similarly instructive. In that case, certain plaintiff-employees claimed that arbitration agreements executed upon gaining employment were invalid for fraud in the execution. One plaintiff, who could not speak English and could not read Spanish, was presented with a stack of documents, without explanation as to what they meant, and was told that she could not take the documents home. (Najarro, supra, 70 Cal.App.5th at p. 887.) When she said that she could not read the documents, she was told, “if you don’t know how to read, then just sign them,” and also that the documents were “nothing important.” (Ibid.) The court found that these facts supported a finding of fraud in the execution. (Ibid.)

 

The same court found fraud for another plaintiff, who could read Spanish, but who could not understand the English documents. She testified that she went up to a glass window, was given a packet of documents to sign, and when she said that she did not understand the documents, nobody answered her. (Ibid.) When she approached the window again, she was handed another document to sign — which, unbeknownst to her, was an arbitration agreement — and was told to “sign here.” (Ibid.) She was given no opportunity to read the document, and the employee attending the window flipped immediately to the signature page, covered the rest of the document with their hand, and told the plaintiff that it was “just a requirement to work for the company.” (Ibid.) The court held these facts were sufficient to show fraud in the execution. (Ibid.)

 

Here, Plaintiff’s account of events describes fraud in the execution of the arbitration agreement. Plaintiff informed Defendant that she could not read the documents, and was told in turn that the documents were merely to provide information to the company so she could begin work. (Aguilar Decl. ¶ 9.) This is akin to the misrepresentations provided to the clients in Rosenthal, or the employees in Najarro, who were told the agreements were necessary to begin work. What’s more, being unable to read the documents herself, and given that they were presented as a condition of employment, it was reasonable for Plaintiff to rely on the characterization given to the documents by Defendant’s employee. The minimization of the documents’ importance is also consistent with the explanations given to the employees in Najarro, who were told the documents were “nothing important” and “just a requirement to work for the company.” (Najarro, supra, 70 Cal.App.5th at pp. 887.) Being unable to independently verify similar false assurances, Plaintiff’s reliance upon them was reasonable.

 

Defendant in reply presents no evidence to rebut Plaintiff’s account, but argues that Plaintiff could have simply asked about the documents if she had any questions. (Reply at pp. 4–5.) But this argument simply ignores Plaintiff’s declaration, where she states that she specifically told Defendant’s representative that she could not read the documents, and the representative told her that she had to sign the documents to begin working, that they were “to give the company our information,” and merely pointed out where to sign. (Aguilar Decl. ¶¶ 7–9.) Plaintiff asked about the documents, and Defendant’s representative gave her a false explanation that minimized the documents’ importance, which Plaintiff lacked independent means of verifying. This is in line with Rosenthal and Najarro, and the agreement here is void for fraud in the execution.

 

Accordingly, the motion to compel arbitration is DENIED.