Judge: Laura A. Seigle, Case: 23STCV26207, Date: 2024-03-06 Tentative Ruling



Case Number: 23STCV26207    Hearing Date: March 6, 2024    Dept: 15

[TENTATIVE] MOTION TO STAY

On October 25, 2023, Plaintiffs Maria Quiroga and Jorge Quiroga filed this action alleging that Maria Quiroga was exposed to asbestos while living in Florida and California.  On February 7, 2024, Defendants Johnson & Johnson, Johnson & Johnson International, and LLT Management LLC filed a motion to stay this case in favor of litigation in Florida.  Plaintiffs did not file an opposition.

“Forum non conveniens is an equitable doctrine invoking the discretionary power of a court to decline to exercise the jurisdiction it has over a transitory cause of action when it believes that the action may be more appropriately and justly tried elsewhere.”  (Stangvik v. Shiley Inc. (1991) 54 Cal.3d 744, 751.)  When a court finds “in the interest of substantial justice an action should be heard in a forum outside this state,” it “shall stay or dismiss the action in whole or in part on any conditions that may be just.”  (Code Civ. Proc. § 410.30(a).)

Under the traditional forum non conveniens analysis, a court must first “determine whether a suitable alternative forum exists.”  (National Football League v. Fireman's Fund Insurance Co. (2013) 216 Cal.App.4th 902, 917.)  A suitable alternative forum is one where the defendant is subject to jurisdiction (or otherwise stipulates) and the statute of limitations would not bar the plaintiff's case in that forum.  (Stangvik, supra, 54 Cal.3d at 752, n.3.)  Generally the moving party must show that all defendants are subject to the other state’s jurisdiction.  (American Cemwood Corporation v. American Home Assurance Company (2001) 87 Cal.App.4th 431, 440.)  However, in cases with a large number of defendants, it may be “unreasonable to expect the moving defendant to prove all defendants are subject to jurisdiction in a particular alternative forum.”  (Hansen v. Owens-Corning Fiberglas Corporation (1996) 51 Cal.App.4th 753, 759.)  In that situation, staying the action “pending a determination that all defendants are subject to jurisdiction” in the alternative forum may be appropriate.  (Ibid.)

If there is a suitable alternative forum, the court proceeds to the next step of balancing “the private interests of the parties and the public interest in keeping the case in California.”  (National Football League, supra, 216 Cal.App.4th at 917.)  These factors must be balanced flexibly, and no single factor should be unduly emphasized.  (Stangvik, supra, 54 Cal. 3d at 753.)  An action should “be dismissed or stayed if a suitable alternative exists and the balance of private and public interest factors weigh in favor of the litigation proceeding in an alternative forum.  (Hansen v. Owen-Corning Fiberglas Corp. (1996) 51 Cal.App.4th 753, 758.)

“[T]he defendant, as the moving party, bears the burden of proof on a motion based on forum non conveniens.  (Stangvik, supra, 54 Cal.3d at 751.)  The court is not required to accept the allegations in the complaint as true, but rather, “must consider and review all the declarations, papers and data which are submitted in connection with the motion[.]” (Hemmelgarn v. Boeing Co. (1980) 106 Cal. App. 3d 576, 587.)

A.        Suitable Forum

Defendants argue Florida is a suitable alternative forum because the Florida statute of limitation does not bar Plaintiffs’ claims and the defendants consent to Florida jurisdiction.  (Motion at pp. 1-2.)

Nineteen defendants remain in this case – Avon Products, Inc.; CVS Pharmacy, Inc.; Charles B. Chrystal Company, Inc.; Clinique Laboratories, LLC; Dillard’s, Inc.; Johnson & Johnson; Johnson & Johnson International; Lancôme USA; L’Oreal USA; LTL Management LLC; Macy’s, Inc.; Minerals Technologies, Inc.; Pfizer, Inc.; Presperse Corporation; Presperse Corporation International; Sav-On Drug Stores, Inc.; Specialty Minerals, Inc. The Estee Lauder Companies, Inc.; and Safeway, Inc.  Including Defendants, sixteen defendants consented to Florida jurisdiction – Defendants, Avon Products, Inc.; Charles B. Chrystal Company, Inc.; Clinique Laboratories, Inc.; CVS Pharmacy, Inc.; Dillard’s Inc.; Lancôme USA, L’Oreal USA; Macy’s Inc.; Pfizer, Inc.; Presperse Corporation; Presperse International Corporation; Safeway, Inc.; and The Estee Lauder Companies, Inc.  (George Decl., Exs. C-L.)  The remaining three defendants – Minerals Technologies, Inc.; Sav-On Drug Stores, Inc.; and Specialty Minerals, Inc. did not answer the complaint.  (Id. at ¶ 5.)  

Following the reasoning of Hansen, in an asbestos case with a large number of defendants like this one, a court can stay a case to allow the other forum to determine whether all defendants are subject to that other forum’s jurisdiction.   The court can stay this action “pending a determination that all defendants are subject to jurisdiction in [Florida].”  (Hansen, supra, 51 Cal.App.4th at p. 759.)  Therefore Defendants have shown Florida is a possible suitable forum.

B.        Balancing Private and Public Interest Factors

“The private interest factors are those that make trial and the enforceability of the ensuing judgment expeditious and relatively inexpensive, such as the ease of access to sources of proof, the cost of obtaining attendance of witnesses, and the availability of compulsory process for attendance of unwilling witnesses.”  (Strangvik, supra, 54 Cal.3d at p. 751.)  “The public interest factors include avoidance of overburdening local courts with congested calendars, protecting the interests of potential jurors so that they are not called upon to decide cases in which the local community has little concern, and weighing the competing interests of California and the alternate jurisdiction in the litigation.”  (Ibid.)

The Judicial Council comments to Code of Civil Procedures section 410.30 list the following factors to be considered in this balancing:  (1) Where the residence or the principal place of business of each party is located; (2) Whether some or all of the parties regularly conduct business or other activities in this state; (3) Whether the situation, transaction or events out of which the action arose exists, occurred in, or had a substantial relationship to this state; (4) Whether any party would be substantially disadvantaged in having to try the action (a) in this state or (b) in the forum in which the moving party asserts it ought to be tried; (5) Whether any judgment entered in the action would be enforceable by process issued or other enforcement proceedings undertaken in this state; (6) Whether witnesses would be inconvenienced if the action were prosecuted (a) in this state or (b) in the forum in which the moving party asserts it ought to be prosecuted; (7)  The relative expense to the parties of maintaining the action (a) in this state and (b) in the state in which the moving party asserts the action ought to be prosecuted; (8) Whether a view of premises by the trier of fact will or might be necessary or helpful in deciding the case; (9) Whether prosecution of the action will or may place a burden on the courts of this state which is unfair, inequitable or disproportionate in view of the relationship of the parties or of the cause of action to this state; (10) Whether the parties participating in the action, other than those of their own volition, have a relationship to this state which imposes upon them an obligation to participate in judicial proceedings in the courts of this state; (11) The interest, if any, of this state in providing a forum for some or all of the parties to the action; (12) The interest, if any, of this state in regulating the situation or conduct involved; and (13) The avoidance of multiplicity of actions and inconsistent adjudications.  The court addresses each of these factors below.

(1)-(2)  Maria Quiroga has lived in Florida since 1987.  (George Decl., Ex. B at p. 6.)  She lived in California from 1981 to 1984 and for three months in 1987.  (Ibid.)  Defendants did not provide information about whether the defendants are incorporated in, have a principal place of business, or regularly conduct business in Florida or California.  This factor weighs in favor of Florida.

(3)  Plaintiffs allege exposure to asbestos in both Florida and California, for a longer time in Florida.  Maria Quiroga was exposed in California from 1981 to 1984 and for three months in 1987.  (Motion at p. 8; George Decl., Ex. B at p. 6.)  She was exposed in Florida since 1987. (Ibid.)  This factor weighs equally because Plaintiff was exposed in both locations.

(4)  Plaintiffs did not file an opposition and therefore did not show they would be substantially disadvantaged by having the action tried in Florida.  

(5)  The parties did not present any evidence of or argument about this factor.

(6)  Defendant argues Plaintiffs, the medical providers, and persons with knowledge of Plaintiffs’ damages are located in Florida.  (Motion at p. 8.)  The witnesses in Florida would not be subject to trial subpoenas in California.  Depositions can be conducted remotely thereby lessening the inconvenience, and the parties can agree to remote trial testimony.  Based on the court’s experience handling hundreds of asbestos cases, the court has rarely seen parties depose treating physicians or have them testify at trial.  Medical records and Plaintiffs’ other records are produced in discovery via the document service provider, Lexitas, pursuant to the case management order.  This factor weighs slightly in favor of Florida.

(7)  Defendants did not present evidence of or argument about this factor. Nonetheless, the expense of prosecuting this action in California or in Florida is likely to be comparable. This factor is neutral.

(8)  This factor is irrelevant.

(9)-(12)  Defendants did not present argument about these factors.  California has “little or no interest in litigation involving injuries incurred outside of California by non-residents.”   (Hansen, supra, 51 Cal.App.4th at p. 760.)  Here, both states have an interest in providing a forum to Plaintiffs for harm occurring within each state, and in regulating asbestos exposure within the state.  But because Plaintiffs are current residents of Florida and have been residents there for a very long time, most of the years of exposure occurred in Florida, and most, if not all, of the defendants stipulate to jurisdiction in Florida, these factors weigh in favor of Florida.

(13)  Most defendants consent to personal jurisdiction in Florida.  Minerals Technologies, Inc.; Sav-On Drug Stores, Inc.; and Specialty Minerals, Inc. have not filed answers.  If they are defaulted, there will not be multiple actions.

Having weighed the factors, the court concludes that on balance, in the interest of substantial justice, this action should be heard in Florida.  Therefore, the motion is GRANTED, and the court stays this action.  The court sets a status conference for September 4, 2024 at 9 a.m.  Five court days before the status conference, the parties are to file a joint report regarding the status of any action in Florida.

The moving party is to give notice.