Judge: Mark C. Kim, Case: 19LBCP00356, Date: 2022-08-04 Tentative Ruling




Case Number: 19LBCP00356    Hearing Date: August 4, 2022    Dept: S27

 

  1. Background Facts

Plaintiff, Lawrence Eber filed this action against Defendants, Veterans Care Coordination, LLC (“VCC”), AVCC, LLC (“AVCC”), Stacy John Sanchez, Stacy’s In Home Care, Inc. (collectively “Stacy’s”), and American Veterans Group (“AVG”) for damages arising out of an alleged scheme to fraudulently poach his pension.  Specifically, Plaintiff alleges he is a veteran who suffers from alcoholism and various medical ailments.  In 2016, he became a resident at Cabrillo Village (“The Village”); his residency was through U.S. Vets, which provides housing services for veterans.  While a resident at The Village, Plaintiff met Dawn Thompson.  Plaintiff trusted Dawn, and Dawn told Plaintiff she would help him obtain a VA caregiver due to his difficulty performing his necessary chores. 

 

Plaintiff’s complaint includes causes of action for:

·         Fraud (VCC, Sanchez, AVG);

·         Fraud – Concealment (all defendants);

·         Conspiracy to Defraud (all defendants);

·         Breach of Fiduciary Duty (all defendants);

·         Conversion (all defendants);

·         Negligence (all defendants);

·         Financial Elder Abuse (all defendants);

·         Common Count for Money Had and Received (all defendants);

·         Accounting and Imposition of Constructive Trust and/or Equitable Lien (all defendants);

·         Declaratory Relief (all defendants).

 

  1. Motion to Intervene

a.     Relief Sought

American Assurance Company insures Stacy’s In Home Care, Inc., Stacy Sanchez, and Liliana Juliano.  It seeks leave to intervene in this action for the purpose of participating in the jury instruction conference to present and argue for the submission of a limited number of jury instructions and special interrogatories to the jury that will clarify the jury’s findings of fact relevant to insurance coverage. 

 

b.     Opposition

Plaintiff and Stacy’s oppose the motion, arguing there is no authority for the relief sought, and intervention is not appropriate. 

 

c.     Analysis

Insurance companies do not typically have the right to intervene in actions in which their insureds are involved.  See California Physicians’ Service v. Superior Court (1980) 102 Cal.App.3d 91, 96.  In Western Heritage Ins. Co. v. Superior Court (2011) 199 Cal.App.4th 1196, 1212, the Court explained that liability insurers cannot intervene in tort actions against their insureds to contest whether the claim against the insured is covered by the policy. 

 

Great American cites no authority permitting intervention under the circumstances.  Indeed, it is not clear what “complaint-in-intervention” would be filed, as Great American seeks leave to participate in the jury conference and the drafting of interrogatories for the jury.  While the Court understands Great American’s position, it is the same position any insurer finds itself in when its insured has been sued on intentional and negligent tort theories.  If the Court permitted Great American to intervene, it would have to permit every insurance company whose insured is sued on both covered and non-covered claims to participate in the litigation.  This is, quite simply, not how coverage disputes are handled.  The motion is denied. 

 

Great American is ordered to give notice.

 

Parties who intend to submit on this tentative must send an email to the court at gdcdepts27@lacourt.org indicating intention to submit on the tentative as directed by the instructions provided on the court website at www.lacourt.orgIf the department does not receive an email indicating the parties are submitting on the tentative and there are no appearances at the hearing, the motion may be placed off calendar.  If a party submits on the tentative, the party’s email must include the case number and must identify the party submitting on the tentative. If any party does not submit on the tentative, the party should make arrangements to appear remotely at the hearing on this matter.