Judge: Michael Shultz, Case: 21CMCV00036, Date: 2023-02-16 Tentative Ruling

INSTRUCTIONS: If the parties wish to submit on the tentative ruling and avoid a court appearance on the matter, the moving party must:

1. Contact the opposing party and all other parties who have appeared in the action and confirm that each will submit on the tentative ruling.

2. No later than 4:00 p.m. on the court day before the hearing, call the Courtroom (310-761-4302) advising that all parties will submit on the tentative ruling and waive hearing; and

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If this procedure is followed, when the case is called the Court will enter its ruling on the motion in accordance with its tentative ruling. If any party declines to submit on the tentative ruling, then no telephone call is necessary, and all parties should appear at the hearing. If there is neither a telephone call nor an appearance, then the matter may either be taken off calendar or ruled on. 

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Case Number: 21CMCV00036    Hearing Date: February 16, 2023    Dept: A

21CMCV00036 Ronald Hills v. TRSTE, Inc., et al.

Thursday, February 16, 2023 at 8:30 a.m.

 

[TENTATIVE] ORDER SUSTAINING DEMURRER TO COMPLAINT WITH LEAVE TO AMEND

 

I.                    BACKGROUND

            This is an action to quiet title and for declaratory relief against Defendant lienholders, who allegedly recorded “unauthorized” judgment liens on Plaintiff’s real property.

            Defendant, TRSTE, Inc., demurs to the complaint on grounds Plaintiff failed to join a necessary party, namely the beneficial owner of the Deed of Trust at issue, who is Wachovia Bank, the original lender. The claims are barred because Plaintiff should have filed these claims as a compulsory cross-complaint in CV17-3373 Ronald Hills v. Wells Fargo Bank, et al, filed May 4, 2017 in the United States District Court. (RJN Ex. 2). Defendant also argues that the claims fail to state causes of action.

            Plaintiff’s counsel filed an untimely opposition on February 16, 2023, asking for a continuance of the hearing so that Plaintiff can obtain new counsel and provide a response. Alternatively, if the Court sustains the demurrer, the Court should grant leave to amend. The Court’s file also reflects that on February 2, 2023, non-party, Rory D. Hills, filed a letter identifying additional defects in the pleading.

            A reply brief has not been filed.

II.                  LEGAL STANDARDS

            The bases for demurrer are limited by statute and may be sustained where there is a defect or misjoinder of parties, or the pleading fails to state a cause of action (among other grounds). (Code Civ. Proc., § 430.10). A demurrer “tests the sufficiency of a complaint as a matter of law and raises only questions of law.” (Schmidt v. Foundation Health (1995) 35 Cal.App.4th 1702, 1706). The court assumes the truth of (1) the properly pleaded factual allegations; (2) facts that can be reasonably inferred from those expressly pleaded; and (3) judicially noticed matters. (Blank v. Kirwan (1985) 39 Cal.3d 311, 318). The plaintiff must show that the pleading alleges facts sufficient to establish every element of each cause of action. (Rakestraw v. California Physicians Service (2000) 81 Cal.App.4th 39, 43).

III.    DISCUSSION

A.      Whether Plaintiff’s claims are barred by prior litigation.

            The Court does not consider the letter of Rorey Darnell Hills as he is not a party to this action. , Although filed tardy, the Court has considered  the opposition filed on February 10, 2023. (Code Civ. Proc., § 1005, subd. (b) [oppositions are due nine court days before the hearing]). The court has discretion to consider late papers in favor of the strong policy favoring disposition of the case on the merits. (Kapitanski v. Von’s (1983) 146 Cal. App. 3d 29, , 32).

            Plaintiff concedes that an amended complaint can cure the defects regarding prior actions filed by Plaintiff, which Defendant contends should have been brought as a compulsory cross-complaint. (Opp. 2:25-28). The Court takes judicial notice of the district court complaint filed on May 14, 2017, and the state court action filed on July 13, 2018. (RJN Ex. 2 and Ex. 5); (Evid. Code, § 452 subd. (d)).

            The person against whom a complaint has been filed must raise related claims by way of a cross-complaint at the same time as the answer. (Code Civ. Proc., § 426.30). Plaintiff initiated both prior actions, therefore, Defendant’s argument is without merit. Defendant does not argue that the claims are barred by res judicata/collateral estoppel, which precludes relitigation of claims or issues decided in prior actions. (DKN Holdings LLC v. Faerber (2015) 61 Cal.4th 813, 824). Accordingly, demurrer is not sustained on that ground.

B.      The complaint does not join a necessary party.

            Joinder of a party is required where that party claims an interest in the subject matter of an action, but complete relief cannot be accorded without the inclusion of that party. (Code Civ. Proc., § 389). A complaint for quiet title must include the adverse claims to the plaintiff’s title against which a determination is sought. (Code Civ. Proc., § 761.020). The complaint alleges that Wachovia Bank is the alleged owner of a lien secured against the real property at issue. Complaint, ¶ 2. The Deed of Trust states that Bank (Wachovia) has a security interest in the property. (RJN Ex. 1, .pdf page 8). Defendant TRSTE is identified as “Trustee” of the deed of trust who “is not a true trustee and owes no fiduciary obligations; he merely acts as a common agent for the trustor and the beneficiary of the deed of trust.” (Jenkins v. JPMorgan Chase Bank, N.A. (2013) 216 Cal.App.4th 497, 508). Accordingly, Wachovia and/or or its successor-in-interest appears to be a necessary party to this action.

C.      The first cause of action fails to state a claim.

            The complaint is not verified as required in quiet title actions. (Code Civ. Proc., § 761.020). Tender of the debt is not required where the borrower attacks the validity of the underlying debt since it would constitute affirmation of the debt. (Lona v. Citibank, N.A. (2011) 202 Cal.App.4th 89, 112). It is not clear whether Plaintiff is attacking the debt as Plaintiff alleges only that the lien was “unauthorized” but does not allege the reasons therefor. (Complaint, ¶ 17.) The allegation is vague and ambiguous as it does not clearly allege “the title of the plaintiff as to which a determination is sought and the basis for that title.” (Code Civ. Proc., § 761.020). Accordingly, the first cause of action fails to state a claim.

 

D.     The claim for declaratory relief is defective as alleged.

            The second cause of action incorporates prior allegations. (Complaint, ¶ 19). Plaintiff alleges that the parties dispute their rights to the real property with respect to the lien claims. Thus, the claim for declaratory relief is derived from the first cause of action which is defective. If the statutory claim does not state sufficient facts to support it, demurrer is also properly sustained as to the claim for declaratory relief which is “wholly derivative” of the statutory claim." (Ball v. FleetBoston Financial Corp. (2008) 164 Cal.App.4th 794, 800).

 

IV.   CONCLUSION

            Leave to amend is proper where Plaintiff has not had a fair opportunity to amend, and the defect is capable of being cured. (Colvig v. RKO General, Inc. (1965) 232 Cal.App.2d 56, 69–70). Accordingly, the Court grants Plaintiff 30 days leave to amend.