Judge: Joseph Lipner, Case: 23STCV20244, Date: 2024-01-30 Tentative Ruling

Case Number: 23STCV20244    Hearing Date: January 30, 2024    Dept: 72

 

SUPERIOR COURT OF CALIFORNIA

COUNTY OF LOS ANGELES

 

DEPARTMENT 72

 

TENTATIVE RULING

 

KEYTH STONE,

 

                                  Plaintiff,

 

         v.

 

 

ANTELOPE VALLEY DOMESTIC VIOLENCE COUNCIL, et al.,

 

                                  Defendants.

 

 Case No:  23STCV20244

 

 

 

 

 

 Hearing Date:  January 30, 2024

 Calendar Number:  8

 

 

 

Defendants Antelope Valley Domestic Violence Council (“Antelope”) and Joy Applin (collectively, “Defendants”) demur to the Complaint filed by Plaintiff Keyth Stone (“Plaintiff”). Defendants additionally move to strike portions of the Complaint.

 

The Court OVERRULES the demurrer.

 

The Court GRANTS the motion to strike Plaintiff’s alter-ego, joint venture, integrated enterprise, or successor liability allegations WITH LEAVE TO AMEND.  Plaintiff may amend the complaint within 20 days.

 

The Court DENIES the motion to strike Plaintiff’s punitive damages allegations.

 

Background

 

This action concerns Plaintiff’s employment with Antelope. The following are the  allegations in Plaintiff’s Complaint at issue on the demurrer and motion to strike.

 

Plaintiff was employed with Antelope as a full-time non-exempt Crisis Interventions specialist from around April 16, 2018 to August 23, 2021.

 

Plaintiff alleges that Applin frequently engaged in discriminatory behavior against him based on his race over the course of roughly two years. Applin presented hypothetical scenarios to Plaintiff, who is black, with racial undertones. For example, she asked questions such as “how would Black guys respond in [various situations]?” Applin also frequently made comments implying that black fathers are frequently absent from their children’s lives. For example, Applin routinely asked questions such as “why do you guys (allegedly referring to black men) not take care of your kids?” Applin also would wear a shirt bearing the phrase “Red Neck,” which disturbed Plaintiff.

 

Plaintiff reported Applin’s behavior to his supervisors, but Antelope did not take any corrective measures to stop her behavior.

 

Plaintiff alleges that he was not properly paid overtime compensation for periods of his employment. In June 2019, Plaintiff met with Mia Tunmore and Lisa Dawson to discuss the lack of overtime compensation. Tunmore and Dawson allegedly responded by questioning Plaintiff’s manhood and mocking him. Dawson said “I made someone cry earlier today. I have tissues in my office, I will go get them.” (Complaint at p. 10:24-24.)

 

In around June or July 2019, Dawson began shouting at Plaintiff at work and withholding information form him that he needed to perform his job duties. Plaintiff complained about this to Michelle Sandoval, a human resources manager.

 

Around August or September 2019, Plaintiff applied for a vacant position that would have been a promotion. Defendants denied his application.

 

In around December 2019, Plaintiff underwent corrective foot surgery and was placed on leaves for six weeks. The surgery was necessary due to an ongoing bone condition from which Plaintiff suffers that required repeated surgery. Upon returning in January 2020, Plaintiff was effectively demoted because he was assigned the work of a Case Manager and instructed to start taking directives from one of his former subordinates.

 

Plaintiff underwent a second corrective foot surgery in March 2020 and was placed on medical leave for six months. Plaintiff returned to work in April 2020.

 

In May 2020, Plaintiff complained about another employee not performing their duties. Plaintiff was called into a meeting and presented with a document to sign that was represented to him to be a verbal warning about him being rude to another employee. Plaintiff refused to sign the document and complained to Human Resources.

 

On July 28, 2020, Plaintiff took medical leave to seek treatment for anxiety which was allegedly exacerbated by Applin’s behavior and Antelope’s actions toward him.

 

On May 28, 2021, Sandoval informed Plaintiff that his medical leave was expiring and instructed him to appear at his job site on June 1, 2021, but Plaintiff was being transferred to a different position with reduced pay.

 

On June 7, 2021, Plaintiff underwent another corrective foot surgery and was placed on medical leave until August 21, 2021.

 

On August 18, 2021, Plaintiff contacted Sandoval to request that he be reinstated to his previous position. The following day, Sandoval informed Plaintiff that Antelope would not reinstate him to his previous position but would demote him to another position with less pay if he chose.

 

On August 23, 2021, Plaintiff met with the Director of the Adult Singles Program Sheri Gorman, the Director of Programs Sarah Perry, and Sandoval. Sandoval stated that Plaintiff’s employment was terminated because he declined the only available position of COVID Recover Re-Housing Case Manager. Plaintiff alleges that this statement was untrue because there were other positions listed on Antelope’s website. Plaintiff alleges that he was effectively compelled to resign.

 

Plaintiff filed this action against Defendants on August 23, 2023, raising claims for (1) discrimination in violation of FEHA; (2) harassment; (3) retaliation; (4) failure to prevent discrimination, harassment, and retaliation; (5) failure to provide reasonable accommodations; (6) failure to engage in a good faith interactive process; (7) violation of the California Family Rights Act (“CFRA”); (8) declaratory judgment; (9) wrongful constructive termination in violation of public policy; (10) retaliation in violation of Labor Code, section 98.6; (11) denial of and discrimination based on use of sick leave; (12) failure to pay wages; (13) failure to pay overtime compensation; (14) failure to provide meal and rest periods; (15) failure to provide itemized wage statements; (16) waiting time penalties; and (17) unfair competition in violation of Business and Professions Code, section 17200, et seq. Only the second cause of action for harassment is alleged against Defendant Applin.

 

Defendants filed this demurrer and motion to strike on November 22, 2023. Plaintiff filed oppositions to each, and Defendants filed replies in support of each.

 

Request for Judicial Notice

 

The Court grants Defendants’ request for judicial notice. The Court takes notice of the existence of the requested public records but does not take notice of the truth of the facts contained within them.

 

Legal Standard

 

Demurrer

 

As a general matter, in a demurrer proceeding, the defects must be apparent on the face of the pleading or via proper judicial notice. (Donabedian v. Mercury Ins. Co. (2004) 116 Cal.App.4th 968, 994.) “A demurrer tests the pleading alone, and not the evidence or facts alleged.” (E-Fab, Inc. v. Accountants, Inc. Servs. (2007) 153 Cal.App.4th 1308, 1315.) The court assumes the truth of the complaint’s properly pleaded or implied factual allegations. (Ibid.) The only issue a demurrer is concerned with is whether the complaint, as it stands, states a cause of action. (Hahn v. Mirda (2007) 147 Cal.App.4th 740, 747.)

 

Where a demurrer is sustained, leave to amend must be allowed where there is a reasonable possibility of successful amendment. (Goodman v. Kennedy (1976) 18 Cal.3d 335, 348.) The burden is on the plaintiff to show the court that a pleading can be amended successfully. (Ibid.; Lewis v. YouTube, LLC (2015) 244 Cal.App.4th 118, 226.) However, “[i]f there is any reasonable possibility that the plaintiff can state a good cause of action, it is error to sustain a demurrer without leave to amend.” (Youngman v. Nevada Irrigation Dist. (1969) 70 Cal.2d 240, 245).

 

Motion to Strike

 

The court may, upon a motion, or at any time in its discretion, and upon terms it deems proper, strike any irrelevant, false, or improper matter inserted in any pleading. (Code Civ. Proc., § 436(a).) The court may also strike all or any part of any pleading not drawn or filed in conformity with the laws of this state, a court rule, or an order of the court. (Code Civ. Proc., § 436(b).) The grounds for a motion to strike are that the pleading has irrelevant, false or improper matter, or has not been drawn or filed in conformity with laws. (Code Civ. Proc., § 436.) The grounds for moving to strike must appear on the face of the pleading or by way of judicial notice. (Code Civ. Proc., § 437.)

 

Discussion

 

Demurrer

 

Discrimination – First Cause of Action

 

A plaintiff alleging discrimination must allege “that (1) [the plaintiff] was a member of a protected class, (2) [the plaintiff] was qualified for the position he sought or was performing competently in the position [they] held, (3) [the plaintiff] suffered an adverse employment action, such as termination, demotion, or denial of an available job, and (4) some other circumstance suggests discriminatory motive.” (Guz v. Bechtel National Inc. (2000) 24 Cal.4th 317, 355.)

 

Plaintiff’s complaint may lack allegations causally connecting Applin’s racial harassment to any adverse employment actions. However, Plaintiff has plausibly alleged that he was terminated because of his medical leave due to the bone condition in his foot. The Court therefore overrules the demurrer as to this cause of action.

 

Harassment – Second Cause of Action

 

To establish a prima facie case of a hostile work environment, [the plaintiff] must show that (1) [plaintiff] is a member of a protected class; (2) [plaintiff] was subjected to unwelcome harassment; (3) the harassment was based on [plaintiff’s] protected status; (4) the harassment unreasonably interfered with [plaintiff’s] work performance by creating an intimidating, hostile, or offensive work environment; and (5) defendants are liable for the harassment.”  (Ortiz v. Dameron Hospital Assn. (2019) 37 Cal.App.5th 568, 581.) 

 

“[T]he adjudicator’s inquiry should center, dominantly, on whether the discriminatory conduct has unreasonably interfered with the plaintiff’s work performance. To show such interference, ‘the plaintiff need not prove that his or her tangible productivity has declined as a result of the harassment.’ It suffices to prove that a reasonable person subjected to the discriminatory conduct would find, as the plaintiff did, that the harassment so altered working conditions as to ‘make it more difficult to do the job.’ ” (Harris v. Forklift Sys. (1993) 510 U.S. 17, 25, conc. opn. of Ginsburg, J.; see Gov. Code, § 12923, subd. (a) [endorsing this language as reflective of California law].) A single incident of harassment may be enough to constitute a hostile work environment if it “unreasonably interfered with the plaintiff’s work performance or created an intimidating, hostile, or offensive working environment.”¿ (Gov. Code, § 12923, subd. (b).)¿ The court shall use the totality of the circumstances to determine whether there exists a hostile work environment.¿ (Gov. Code, § 12923, subd. (c).)¿

 

Defendants contend that Applin only made isolated comments to Plaintiff on three separate occasions over two years and that the harassment was therefore not severe and pervasive. This assertion is at odds with the allegations of the Complaint, which state that Applin’s behavior was frequent and ongoing. These allegations are adequate to establish severe and pervasive harassment at the pleading stage.

 

The Court overrules the demurrer to this cause of action.

 

Retaliation – Third Cause of Action

 

“To establish a prima facie case of retaliation under the [Fair Employment and Housing Act] FEHA, a plaintiff must show (1) he or she engaged in a ‘protected activity,’ (2) the employer subjected the employee to an adverse employment action, and (3) a causal link existed between the protected activity and the employer’s action.” (Meeks v. Autozone, Inc. (2018) 24 Cal.App.5th 855, 878-879, brackets omitted.) “An ‘adverse employment action,’ which is a critical component of a retaliation claim, requires a substantial adverse change in the terms and conditions of the plaintiff’s employment.” (Holmes v. Petrovich Development Co., LLC (2011) 191 Cal.App.4th 1047, 1063, quotation marks omitted.)

 

Plaintiff engaged in the protected activities of complaining about wage and hour violations, complaining about racial harassment, and taking medical leave due to his disability and medical problems. As discussed above, Plaintiff may not allege facts connecting his reports of racial harassment to the adverse actions taken against him. However, Plaintiff has plausibly alleged a causal linkage between his medical leave and his demotions, pay cuts, and eventual termination.

 

The Court therefore overrules the demurrer as to this cause of action.

 

Alter-Ego, Joint Venture, Integrated Enterprise, and Successor Liability Allegations

 

“[A] demurrer does not lie to a part of a cause of action[.]” (Grieves v. Superior Court (1984) 157 Cal.App.3d 159, 163–164.) Plaintiff does not allege a separate cause of action for alter-ego, joint venture, integrated enterprise, or successor liability – nor would such an allegation state a claim under California law. Thus, Defendants’ attack on these allegations is only a basis for a demurrer if it leads to the elimination of a cause of action against a party.

 

Here, Plaintiff’s allegations of harassment against Applin are based on conduct she allegedly engaged in personally. Plaintiff’s claims against Antelope are based on actual commitment or supervisory knowledge and approval of the wrongful acts in question. These claims do not stand or fall based on the alter-ego, joint venture, integrated enterprise, or successor liability allegations. Thus, the proper vehicle in which to challenge them is a motion to strike. The Court therefore overrules the demurrer as to these allegations, and instead analyzes them under the motion to strike.

 

Motion to Strike

 

Alter-Ego, Joint Venture, and Integrated Enterprise Allegations

 

“In California, two conditions must be met before the alter ego doctrine will be invoked. First, there must be such a unity of interest and ownership between the corporation and its equitable owner that the separate personalities of the corporation and the shareholder do not in reality exist. Second, there must be an inequitable result if the acts in question are treated as those of the corporation alone.”  (Sonora Diamond Corp. v. Superior Court (2000) 83 Cal.App.4th 523, 538.) When these conditions are met, courts disregard the corporate structure and impute the actions of a corporation onto its owner or parent. (McLaughlin v. L. Bloom Sons Co. (1962) 206 Cal.App.2d 848, 851-852.)

 

In determining whether to apply the doctrine, California courts consider a number of factors which include but are not limited to (1) inadequate capitalization, (2) commingling of funds, records, and other assets, (3) disregard of corporate formalities (e.g., stock issuance, holding board meetings, keeping of minutes, election of officers and directors, segregation of corporate records), (4) the same equitable ownership in the two entities, (5) the same directors and officers, (6) confusion about corporate identity, (7) use of the same offices and employees, (8) use of subsidiary as a mere shell or conduit for the affairs of the parent, and (9) lack of segregation of corporate records. (Brooklyn Navy Yard Cogeneration Partners, L.P. v. Superior Court (Parsons Corp.) (1997) 60 Cal.App.4th 248, 258.)

 

There is not a heightened pleading standard for alter ego theory; it is adequate for a plaintiff to allege “ultimate rather than evidentiary facts.” (Rutherford Holdings, LLC v. Plaza Del Rey (2014) 223 Cal.App.4th 221, 236 [internal quotations and citation omitted].) Moreover, “less particularity [of pleading] is required where the defendant may be assumed to possess knowledge of the facts at least equal, if not superior, to that possessed by the plaintiff, which certainly is the case” when analyzing alter ego theory at the pleading stage. (Ibid.)

 

Plaintiff argues that he did not allege that Applin and Antelope are alter-egos. Plaintiff’s complaint does allege that “there exists such a unity of interest and ownership between Defendants and DOES 1 through 20 that the individuality and separateness of Defendants have ceased to exist.” (Complaint at p. 4:14-16.) Applin is a defendant, and Plaintiff does not define “Defendants” so as not to include Applin. Thus, Plaintiff appears to have alleged that Applin and Antelope are alter-egos. The Court will grant the motion to strike as to the alter-ego, joint venture, integrated enterprise, or successor liability allegations with leave to amend so that Plaintiff can clearly allege what, if anything, his allegations do and do not cover.

 

Punitive Damages

 

Punitive damages are appropriate when a defendant acted with malice, oppression, or fraud. (Civ. Code, § 3294, subd. (a).) “In order to survive a motion to strike an allegation of punitive damages, the ultimate facts showing an entitlement to such relief must be pled by a plaintiff.” (Clauson v. Superior Court (1998) 67 Cal.App.4th 1253, 1255.) “In passing on the correctness of a ruling on a motion to strike, judges read allegations of a pleading subject to a motion to strike as a whole, all parts in their context, and assume their truth.” (Ibid.) “In ruling on a motion to strike, courts do not read allegations in isolation.” (Ibid.)

 

Here, Plaintiff has adequately alleged facts showing that Applin’s behavior could be malicious. Plaintiff has also adequately alleged facts showing malice by Tunmore and Dawson, who mocked and made fun of him when he reported the insufficient overtime compensation. Plaintiff has alleged that he reported this conduct. Thus, Plaintiff has adequately alleged a claim for punitive damages.

 

The Court denies the motion to strike Plaintiff’s punitive damages allegations.