Judge: Malcolm Mackey, Case: 22STCV17187, Date: 2023-03-08 Tentative Ruling

Case Number: 22STCV17187    Hearing Date: March 8, 2023    Dept: 55

WALLIS v. ROBINSON HELICOPTER COMPANY, INC.                  22STCV17187

Hearing Date:  3/8/23,  Dept. 55

#8:   

VERIFIED APPLICATION FOR KRISTINA M. INFANTE FOR PERMISSION TO APPEAR AS COUNSEL PRO HAC VICE FOR PLAINTIFF.

VERIFIED APPLICATION FOR STEVEN C. MARKS FOR PERMISSION TO APPEAR AS COUNSEL PRO HAC VICE FOR PLAINTIFF.

Notice:  Okay

No Opposition

 

MP:  Plaintiff

RP:  

 

 

Summary

 

On 5/24/22, Plaintiff KRISTEN M. WALLIS, as the Personal Representative of the Estate of Tyson “Ty” Wallis, deceased, filed a Complaint alleging wrongful death caused by Defendant’s helicopter breaking apart in flight during a flying lesson.

 

 

MP Positions

 

Applicants request an order granting permission to appear pro hac vice for Plaintiff, on grounds including the following:

 

·         Applicant attorneys are members in good standing of the State Bar of Florida.

·         Applicants are members in good standing in all the membership bars and no disciplinary or grievance proceedings are pending against them.

·         Applicant is not a resident of California, nor engaged in the regular practice of law in California.

·         Applicants have not previously filed any application to appear as counsel pro hac vice in this state within the preceding two years.

·         Applicants paid the State Bar fee.

 

 

Tentative Ruling

 

The applications are granted.

The Court finds that they sufficiently comply with California Rules of Court, Rule 9.40, including the applicants’ declarations addressing the rule elements. 

Additionally, no reason appears to deny the applications, including because of the absence of any opposition.

A judge’s determination of whether to grant an application to appear pro hac vice is evaluated under the abuse-of-discretion standard. Walter E. Heller Western, Inc. v. Sup. Ct. (1980) 111 Cal.App.3d 706, 711; United States Golf Ass'n v. Arroyo Software Corp. (1999) 69 Cal. App. 4th 607, 624;  Magee v. Sup. Ct. (1973) 8 Cal.3d 949, 953-54.  There is no statement of the limit of court discretion in ruling on applications to appear pro hac vice in civil cases.  Sheller v. Sup. Ct. (2008) 158 Cal.App.4th 1697, 1713.

*IF MOVING PARTY SUBMITS ON THE COURT’S TENTATIVE RULING, PLEASE CALL THE COURTROOM AT 213-633-0655*

 

WALLIS v. ROBINSON HELICOPTER COMPANY, INC.                  22STCV17187

Hearing Date:  3/8/23,  Dept. 55

#8:   DEMURRER TO CROSS-COMPLAINT.

 

 

Notice:  Okay

Opposition

 

MP:  Cross-Defendant KRISTEN M. WALLIS

RP:  Cross-Complainant ROBINSON HELICOPTER COMPANY, INC.

 

 

Summary

 

On 5/24/22, Plaintiff KRISTEN M. WALLIS, as the Personal Representative of the Estate of Tyson “Ty” Wallis, deceased, filed a Complaint alleging wrongful death caused by Defendant’s helicopter breaking apart in flight during a flying lesson.

On 7/19/22, Defendant ROBINSON HELICOPTER COMPANY, INC. filed a Cross-Complaint against Plaintiff, for total equitable indemnity; comparative indemnity; equitable apportionment of fault; contribution; and declaratory relief, alleging that alleged personal injuries from a defective helicopter, set forth in the Trouts Plaintiffs’ Complaint, case no. 22TRCV00428, were proximately caused by the negligence and/or other tort of Cross-Defendants.

 

 

MP Positions

 

Moving party requests an order sustaining the demurrer to the Cross-Complaint, on grounds including the following:

 

·         Robinson cannot allege a theory by which a student pilot – technically a passenger as a matter of federal law – could be at fault for the accident and how that student’s fault can be imputed to his widow and estate.

·         The personal representative occupies a fiduciary relationship to the heirs. Nathanson v. Superior Court (1974) 12 Cal.3d 355, 364-365; Estate of Sapp (2019) 36 Cal.App.5th 86, 102.

·         The doctrine of equitable indemnity “applies only among defendants who are jointly and severally liable to the plaintiff. [Citation.] ... [J]oint and several liability in the context of equitable indemnity is fairly expansive.... [ ] One factor is necessary, however. With limited exception, there must be some basis for tort liability against the proposed indemnitor. [Citation.] Generally, it is based on a duty owed to the underlying plaintiff [citations], although vicarious liability [citation] and strict liability [citation] also may sustain application of equitable indemnity.” BFGC Architects Planners, Inc. v. Forcum/Mackey Construction, Inc. (2004) 119 Cal.App.4th 848, 852.

·

 

RP Positions

 

Opposing party advocates overruling, or leave to amend, for reasons including the following:

 

·         Plaintiff/Cross-Defendant, Kristen Wallis represents the estate of deceased student pilot, Ty Wallis.

·         The Cross-Complaint is adequately pled against the decedent’s representative and supported by incorporating by reference the related Complaint.  Code of Civil Procedure section 428.10, subdivision (b).

·         The Cross-Defendant’s requests for Judicial Notice attempt to introduce two separate “Reports of the NTSB” which contains inadmissible hearsay. “No part of a report of the Board, related to an accident or an investigation of an accident, may be admitted into evidence or used in a civil action for damages resulting from a matter mentioned in the report.” 49 U.S.C. §1154(b).

·         To the extent the Cross-Complaint incorporates reliance on a potential contractual relationship with the Cross-Defendant, it should not render any cause of action to be dismissed at this phase of the litigation. All aircraft purchased from Cross-Complainant are subject to an addendum to the purchase agreement, which confers indemnification if the aircraft is misused under certain conditions.

 

 

Tentative Ruling

 

The demurrer is overruled.

The requests for judicial notice are denied.

Twenty days to answer.

The demurrer asserts fact questions falling far outside of the subject pleading requirements and allegations.  The subject Cross-Complaint and related Complaint do not allege facts regarding a joint tortfeasor status existing or not.

A claim for equitable indemnity is very easily alleged, as follows:

  1. The same harm for which claimant may be held liable;
  2. is properly attributable wholly or partly to defendant or cross-defendant.

Platt v. Coldwell Banker Residential Real Estate Services (1990) 217 Cal. App. 3d 1439, 1445 n.7 (“To state a claim for equitable indemnity, a defendant must allege the same harm for which he may be held liable is properly attributable -- at least in part -- to the cross-defendant.”);  Expressions at Rancho Niguel Assn. v. Ahmanson Developments, Inc. (2001) 86 Cal. App. 4th 1135, 1139.  See also  Fremont Reorganizing Corp. v. Faigin  (2011) 198 Cal.App.4th 1153, 1177(“A right of equitable indemnity can arise only if the prospective indemnitor and indemnitee are mutually liable to another person for the same injury.”);  Leko v. Cornerstone Building Inspection Service  (2001) 86 Cal.App.4th 1109, 1115 (requiring tortfeasors causing injury, jointly and severally liable, but not any duty owed);  BFGC Architects Planners, Inc. v. Forcum/Mackey Construction, Inc. (2004) 119 Cal. App. 4th 848, 852 (equitable indemnity “applies only among defendants who are jointly and severally liable to the plaintiff.”);  Stop Loss Ins. Brokers, Inc. v. Brown & Toland Medical Group (2006) 143 Cal. App. 4th 1036, 1040 (“equitable indemnity is only available among tortfeasors who are jointly and severally liable for the plaintiff's injury….  In addition, implied contractual indemnity between the indemnitor and the indemnitee can provide a basis for equitable indemnity.”);  Weseloh Family Ltd. Partnership v. K.L. Wessel Construction Co., Inc. (2004) 125 Cal. App. 4th 152, 175 (there must be some basis for tort liability against an indemnitor, which generally is based upon a duty owed to the plaintiff, although other theories may apply, including vicarious or strict liability);  Considine Co. v. Shadle (1986) 187 Cal. App. 3d 760, 769 (“A defendant sued for breach of contract may have a right of implied indemnity against a third person whose wrong caused the defendant's breach.”);  Stratton v. Peat (1987) 190 Cal. App. 3d 286, 291-92 (“implied contractual indemnity is a form of equitable indemnity…” based on “equitable considerations brought into play … by contractual language not specifically dealing with indemnification….”);  Bay Dev. v. Sup. Ct. (1990) 50 Cal. 3d 1012, 1033 (“When an indemnity claim is based on an implied contractual indemnity theory, … there is no written indemnification clause….”);  Ranchwood Cmtys. P'ship v. Jim Beat Constr. Co. (1996) 49 Cal. App. 4th 1397, 1419 (if parties expressly contracted with respect to indemnification, then the claim must be determined based on the agreement and not on equitable indemnity).

“‘[J]udicial notice of matters upon demurrer will be dispositive only in those instances where there is not or cannot be a factual dispute concerning that which is sought to be judicially noticed.’”  Unruh-Haxton v. Regents of Univ. of Cal. (2008) 162 Cal.App.4th 343, 365.  "'When judicial notice is taken of a document ... the truthfulness and proper interpretation of the document are disputable."  Aquila, Inc. v. Sup. Ct. (2007) 148 Cal.App.4th 556, 569 (quoting StorMedia Inc. v. Sup. Ct. (1999) 20 Cal.4th 449, 457 n. 9).  Judicial notice is improper to resolve the very dispute over the fact that occasioned the request for judicial notice.  Cruz v. County of Los Angeles (1985) 173 Cal. App. 3d 1131, 1134.  While courts may take judicial notice of official acts and public records, that does not include the truth of the matters asserted in the documents.  Arce ex rel. Arce v. Kaiser Found. Health Plan, Inc. (2010) 181 Cal.App.4th 471, 482;  Aquila, Inc. v. Sup. Ct. (2007) 148 Cal.App.4th 556,  569;  Mangini v. R.J. Reynolds Tobacco Co. (1994) 7 Cal.4th 1057, 1063, overruled on other grounds by  In re Tobacco Cases II (2007) 41 Cal.4th 1257;  Ragland v. U.S. Bank National Assn. (2012) 209 Cal.App.4th 182, 193 

Complainants harmed by decedents can file actions against the estate representative before the time to file a claim in the probate action expires.   E.g.,  Est. of Prindle (2009) 173 Cal. App. 4th 119, 128.  The statute of limitations in Code of Civil Procedure section 366.2 governs causes of action against a decedent that existed at the time of death, including a cross-complaint against a decedent's estate for equitable indemnity.  Bradley v. Breen (1999) 73 Cal. App. 4th 798, 800.

*IF MOVING PARTY SUBMITS ON THE COURT’S TENTATIVE RULING, PLEASE CALL THE COURTROOM AT 213-633-0655*