Judge: Melvin D. Sandvig, Case: 20CHCV00648, Date: 2023-04-04 Tentative Ruling

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Case Number: 20CHCV00648    Hearing Date: April 4, 2023    Dept: F47

Dept. F47

Date: 4/4/23                                                TRIAL DATE: 7/10/23

Case #20CHCV00648

 

MOTION TO COMPEL FURTHER RESPONSES

(Demand for Inspection of Premises & Related Objects or Things)

 

Motion filed on 2/6/23.

 

MOVING PARTY: Defendants Michael Meadows and Althea Meadows

RESPONDING PARTY: Plaintiffs Alex Alvarado and Patricia Alvarado

NOTICE: ok

 

RELIEF REQUESTED: An order compelling plaintiffs’ Alex Alvarado and Patricia Alvarado (Plaintiffs) to further respond to Defendants Michael Meadows and Althea Meadows (the Meadows/Defendants) Demand for Inspection of Premises and Related Objects or Things and make themselves, their attorneys, their experts, and their home, also known as 28332 Maxine Lane, Saugus, CA 92350, (Property) ready for inspection on the date and time set by the Court pursuant to CCP 2031.310.

 

Additionally, the Meadows also request sanctions against Plaintiffs and their counsel JC Chimoures and Lubin Pham + Caplin LLP in the amount of $1,380.00 for making the motion and $3,015.00 for the Meadows’ reasonable expenses for the inspection.

 

RULING: The motion is denied.  Plaintiffs’ request for sanctions is granted in the amount of $2,440.00, payable within 30 days. 

 

SUMMARY OF FACTS & PROCEDURAL HISTORY

 

This action arises out of disputes between neighbors.  Plaintiffs Alex Alvarado and Patricia Alvarado (Plaintiffs) and Defendants Michael Meadows and Althea Meadows (the Meadows/Defendants) own neighboring properties in a common interest development managed by Defendant Ridgeview Saugus Homeowners Association and governed by a Declaration of Covenants, Conditions and Restrictions (CC&Rs).  On 10/22/20, Plaintiffs filed this action against Defendants and the HOA for: (1) Breach of Governing Documents, (2) Nuisance, (3) Continuing Trespass, (4) Intentional Interference With Economic Relations, (5) Breach of Fiduciary Duty, (6) Negligence and (7) Declaratory Relief.  In part, Plaintiffs claim that their Property was damaged by water intrusion and/or mold caused by Defendants’ conduct. 

 

On 12/6/22, Defendants served Plaintiffs with a Demand for Inspection of Premises and Related Objects or Things demanding to inspect Plaintiffs’ Property on 1/16/23.  (Yoakum Decl. ¶2, Ex.A).  On 1/3/23, Plaintiffs served their Response to the Demand which included objections and a statement that subject to the objections, Plaintiffs would not make their Property available for inspection as noticed but would meet and confer with Defendants’ counsel for a mutually agreeable date, time and scope of inspection.  (Yoakum Decl. ¶3, Ex.B).  On 1/4/23, Defendants sent a meet and confer letter wherein Defendants agreed to limit the areas/things to be inspected to: (1) The wall which separates the Plaintiffs’ and Defendants’ properties; (2) The backyard planters near the wall which separates the Plaintiffs’ and Defendants’ properties; (3) The backyard drains and sprinklers near the wall which separates the Plaintiffs’ and Defendants’ properties; (4) The pavers between the wall which separates the Plaintiffs’ and Defendants’ properties and the pool area; (5) The room(s) inside the house in which water damage and mold is alleged to be due to Defendants’ alleged negligence.  (Yoakum Decl. ¶4, Ex.C).  On 1/10/23, Defendants followed-up regarding the site inspection.  On 1/11/23, Plaintiffs responded by requesting another demand based on the limited areas to be inspected and reiterated their unavailability on 1/16/23.  Defendants’ counsel explained that it took almost 2 months to coordinate with their experts so that they could all inspect the Property on one day and asked Plaintiffs’ counsel for authority that Defendants have to get dates from Plaintiffs before the inspection.  (Yoakum Decl. ¶5, Ex.D). 

 

On 1/16/23, Defendants’ counsel and experts arrived at the Property for the inspection; however, Plaintiffs would not allow the inspection to proceed.  (Yoakum Decl. ¶6).  Thereafter, Defendants’ counsel requested that Plaintiffs and their counsel pay for the expenses ($3,015.00) incurred because of the failed inspection.  (Yoakum Decl. ¶7, Ex.E, F).  Plaintiffs’ counsel refused.  (Yoakum Decl. ¶8, Ex.G).

 

On 2/6/23, Defendants filed and served the instant motion seeking an order compelling Plaintiffs’ to further respond to Defendants’ Demand for Inspection of Premises and Related Objects or Things and make themselves, their attorneys, their experts, and their home, also known as 28332 Maxine Lane, Saugus, CA 92350, (Property) ready for inspection on the date and time set by the Court pursuant to CCP 2031.310.  Additionally, Defendants request sanctions against Plaintiffs and their counsel JC Chimoures and Lubin Pham + Caplin LLP in the amount of $1,380.00 for making the motion and $3,015.00 for the Defendants’ reasonable expenses for the inspection.  Plaintiffs have opposed the motion and requested sanctions against Defendants and their counsel.  Defendants have filed a reply to the opposition. 

 

ANALYSIS

 

Defendants’ objection to the declaration of JC Chimoures is overruled. 

 

The subject inspection demand states:

 

“Defendant and his agents will inspect YOUR PREMISES located at 28332 Maxine Lane, Saugus, California 91350, and specifically including the real property, personal property, backyard and backyard walls. In addition to entering YOUR PREMISES, Defendant and his agents intend to subject YOUR PREMISES to inspection, measurements, testing and sampling as follows: Photographing of YOUR PREMISES and RELATED objects or things; videotaping of YOUR PREMISES and RELATED objects or things; Taking measurements of YOUR PREMISES and RELATED objects or things; Non-Destructive testing of YOUR PREMISES and RELATED objects or things.”

 

(Yoakum Decl., Ex.A).

 

The demand defined “PREMISES” to “mean the real property located at 28332 Maxine Lane, Saugus, California 91350, and specifically including the real property, personal property, backyard, and backyard walls, each of which is the subject of this lawsuit.”  Id.

 

Plaintiffs’ response to the demand was:

 

“Objection: This request is so vague and ambiguous that responding to it would require Responding Party to either speculate and/or make a legal conclusion as to the nature and scope of the documents sought.

 

Objection. This request is so broad and unlimited as to time and scope as to be an unwarranted annoyance, embarrassment, and is oppressive. Responding to this request would be an undue burden and expense and the request is calculated to annoy and harass Responding Party. (See Code Civ. Proc., § 2031.060, subd. (b); and Columbia Broadcasting System, Inc. v. Superior Court (1968) 263 Cal.App.2d 12, 19.) For example, Mr. Meadows' demand asks that he inspect every piece of personal property at the Alvarados' home, including tax return documents, underwear, and their childrens' school backpacks.

 

Objection. This request seeks information that is irrelevant to the subject matter of this action; the information sought by this request is not reasonably calculated to lead to the discovery of admissible evidence. (Code Civ. Proc., § 2017.010.)

 

Objection. This discovery request seeks information subject to the attorney-client privilege. The attorney-client privilege is broadly construed, and extends to both "factual information" and "legal advice." (Mitchell v. Superior Court (1984) 37 Ca1.3d 591, 601.)

 

Objection. This discovery request seeks attorney work product in violation of Code of Civil Procedure sections 2018.020 and 2018.030. (Mack v. Superior Court of Sacramento County (1968) 259 Cal.App.2d 7, 10; Williamson v. Superior Court of Los Angeles County (1978) 21 Ca1.3d 829; Brown v. Superior Court of Butte County, (1963) 218 Cal.App.2d 430; and Nacht & Lewis Architects v. Superior Court (1996) 47 Cal.App.4th 214,) Code of Civil Procedure section 2018.030 subdivision (a) states, "[a] writing that reflects an attorney's impressions, conclusions, opinion, or legal research or theories is not discoverable under any circumstances Subdivision (b) expands the protection to include any other attorney work-product, "unless the court determines that denial of discovery will unfairly prejudice the party seeking discovery in preparing that party's claim or defense or will result in injustice." The purpose of this protection is to "[p]reserve the rights of attorneys to prepare cases for trial with that degree of privacy necessary to encourage them to prepare their cases thoroughly and to investigate not only the favorable but the unfavorable aspects of those cases," and to "[p]revent attorneys from taking undue advantage of their adversary's industry and efforts." (Code of Civ. Proc., § 2018.020.) Information created by or resulting from an attorney's work on behalf of a client that reflects the attorney's evaluation or interpretation of the law or the facts involved is therefore not discoverable. (Mack v. Superior Court (1968) 259 Cal.App.2d 7, 10.)

 

Objection. The date noticed was chosen unilaterally and neither the Alvarados, their experts, nor their counsel are available.

 

Subject to the foregoing objections, Responding Party responds as follows: The Alvarados will not make their property available for inspection as-noticed, but will meet-and-confer with the Meadows' counsel for a mutually-agreeable date, time, and scope of inspection.”

 

(Yoakum Decl., Ex.B).

 

The Court finds that the response consists of objections; therefore, it did not need to be verified.  CCP 2031.250(a).  The last sentence merely reaffirms that Plaintiffs will not allow the inspection to take place based on the foregoing objections and indicates that Plaintiffs will meet and confer regarding same.  Even if the last sentence could be considered a substantive response which required verification, the timely objections did not need to be verified.  Therefore, they were  preserved.  See Food 4 Less Supermarkets, Inc. (1995) 40 CA4th 651, 657-658. 

 

Defendants seem to concede that the demand as stated is overbroad because in the 1/4/23 meet and confer letter, their counsel agreed to limit the demand to: (1) The wall which separates the Plaintiffs’ and Defendants’ properties; (2) The backyard planters near the wall which separates the Plaintiffs’ and Defendants’ properties; (3) The backyard drains and sprinklers near the wall which separates the Plaintiffs’ and Defendants’ properties; (4) The pavers between the wall which separates the Plaintiffs’ and Defendants’ properties and the pool area; (5) The room(s) inside the house in which water damage and mold is alleged to be due to Defendants’ alleged negligence.  (Yoakum Decl. ¶4, Ex.C).  Because of the overbreadth of the demand, the objections based on vagueness and ambiguity, relevance and privileges also had merit.  Also, Defendants unilaterally selected the date for the inspection.  While there may not be a specific rule or statute prohibiting such unilateral selection, out of professional courtesy counsel should request mutually agreeable dates before setting an inspection date.  (See The Rutter Group California Practice Guide: Civil Procedure  Before Trial, Ch. 8 Discovery, Section 8:1447 “Comment: The time, place and conditions should be worked out by stipulation between counsel wherever possible. It is usually an unnecessary imposition on the court's time to resolve disputes as to what is a ‘reasonable’ time or place for inspection of evidence.”)

 

As noted above, Plaintiffs timely objected to the demand and stated that they would not allow the inspection to proceed on 1/16/23 because Plaintiffs, their counsel and their experts were unavailable.  The fact that Plaintiffs were present at the Property when Defendants’ counsel and experts showed up on 1/16/23 does not mean that they were “available” to have the inspection conducted on that date and time (i.e., Plaintiffs could have been otherwise occupied inside their home; Plaintiffs could have had someplace to go, etc.).  

 

Given that the inspection date was unilaterally scheduled by Defendants and Defendants’ counsel and their experts were aware that Plaintiffs would not allow the inspection to proceed well before the 1/16/23 inspection date, the Court finds no basis to require Plaintiffs to pay any costs incurred by Defendants associated with the failed inspection.

 

The evidence also shows that before 1/16/23, after that date and before and after this motion was filed, Plaintiffs have attempted to meet and confer regarding scheduling a mutually agreeable inspection date to no avail.  (See Yoakum Decl., Ex.D; Chimoures Decl., Ex.1-3).

 

CONCLUSION

 

Based on the foregoing, the motion is denied.  The Court finds that sanctions are warranted against Defendants Michael Meadows and Althea Meadows and their counsel of record Robert Yoakum and Fitzgerald Kreditor Bolduc Risbrough LLP in the amount of $2,440.00 representing 6.1 hours to prepare the opposition, review the reply and appear at the hearing multiplied by $400/hour.  (See Chimoures Decl. ¶¶6-7); CCP 2031.310(h).