Judge: Ronald F. Frank, Case: 22TRCV01112, Date: 2023-12-19 Tentative Ruling

Case Number: 22TRCV01112    Hearing Date: April 16, 2024    Dept: 8

Tentative Ruling¿ 

¿¿ 

HEARING DATE:                    April 16, 2024

¿¿ 

CASE NUMBER:                      22TRCV01112

¿¿ 

CASE NAME:                           Reza Abolahrar v. PNC Bank, National Association, et al.

¿¿ 

MOVING PARTY:                   Defendant, PNC Bank, National Association

                                               

RESPONDING PARTY:        Plaintiff, Reza Abolahrar

¿¿ 

TRIAL DATE:                           Not Set.

¿¿ 

MOTION:¿                                  (1) Motion to Compel Further Responses to Plaintiff’s Request for Production of Documents, Set One

                                                (2) Request for Sanctions

 

Tentative Rulings:                  (1) Motion to Compel Further Responses to Request for Production of Documents, Set One is CONTINUED.   The revised Separate Statement is required to be filed by April 30, 2024. This motion is continued to May 7, 2024.  The Court will nonetheless entertain a discussion as to how the 33 discovery requests can be consolidated into a subset of substantive issues to truncate the 88-page separate statement.

 

                                                (2) PNC’s Requests for Sanctions is CONTINUED to May 7 also

¿¿ 

¿ 

I. BACKGROUND¿¿ 

¿¿ 

A. Factual¿¿ 

¿ 

On November 1, 2022, Plaintiff, Reza Abolahrar (“Plaintiff”) filed a Complaint against Defendants, PNC Bank, National Association, Joshua Wolfson a/k/a Josh Wolfson d/b/a Executive Funding Solutions, and DOES 1 through 20. On April 27, 2023, Plaintiff filed a First Amended Complaint. On August 24, 2023, Plaintiff filed a Second Amended Complaint (“SAC”). On February 1, 2024, Plaintiff filed a Third Amended Complaint (“TAC”) alleging causes of action for: (1) Fraud; (2) Negligent Misrepresentation; (3) Negligence; and (4) Breach of Fiduciary Duty.

 

Defendant, PNC asserts that in April 2023, it served Plaintiff with its Requests for Production of Documents, Set One. On June 1, 2023, Plaintiff served responses together with documents labeled as Bates Nos. 000001-000607. PNC contends that the responses contain six “General Objections” and a “Preliminary Statement” that are incorporated by reference into each individual response. However, PNC also argues that the individual responses each also contain boilerplate objections. PNC contends that the objections make it impossible to determine whether Plaintiff has withheld responsive documents. PNC argues that Plaintiff’s pleadings make it clear he was fully aware of the Broker Agreement as each iteration of his complaint expressly referenced the $10,000 fee prescribed under the agreement. Nonetheless, PNC asserts that when presented with a copy of the signed Broker Agreement, Plaintiff represented that he only has an unsigned copy of the document. However, PNC contends that Plaintiff has yet to produce this unsigned copy.

 

PNC further argues that Plaintiff’s representation that he only has an unsigned copy of the Broker Agreement cannot be squared with the fact that Wolfson produced a copy of an email he sent to Plaintiff with a signed copy of the Broker Agreement included as an attachment. Irrespective, PNC asserts that in light of Wolfson’s email, Plaintiff either: (1) has a signed copy of the Broker Agreement that he failed to produce; (2) destroyed evidence; or (3) failed to conduct a diligent search of his records. All of these potential scenarios represent a discovery abuse. As such, PNC contends that it has been left with no choice but to bring this motion which seeks an order compelling Plaintiff to not only further respond to the Requests for Production of Documents, without objection, and to supplement his production, but to also: (1) certify the efforts he and his counsel have undertaken to search for responsive documents and (2) identify all documents that have been destroyed. PNC also seeks sanctions against Plaintiff for his discovery abuse.

 

B. Procedural¿¿ 

¿ 

            On March 12, 2024, PNC filed a Motion to Compel Further Responses to Plaintiff’s Requests for Production of Documents, Set One. On April 3, 2024, Plaintiff filed an opposition brief. To date, no reply brief has been filed.

 

¿II. ANALYSIS¿ 

¿ 

A.    Legal Standard

“Unless otherwise limited by order of the court in accordance with this title, any party may obtain discovery regarding any matter, not privileged, that is relevant to the subject matter involved in the pending action or to the determination of any motion made in that action, if the matter either is itself admissible in evidence or appears reasonably calculated to lead to the discovery of admissible evidence.” (Code of Civ. Proc. § 2017.010.) For discovery purposes, information is regarded as relevant “if it might reasonably assist a party in evaluating the case, preparing for trial, or facilitating settlement thereof.” (City of Los Angeles v. Superior Court (2017) 9 Cal.App.5th 272, 288.)  

A motion to compel further responses to a demand for inspection or production of documents (“RFP”) may be brought based on: (1) incomplete statements of compliance; (2) inadequate, evasive, or incomplete claims of inability to comply; or (3) unmerited or overly generalized objections.  (Code Civ. Proc., § 2031.310(c).) A motion to compel further production must set forth specific facts showing good cause justifying the discovery sought by the inspection demand. (See Code Civ. Proc., § 2031.310(b)(1).) In Digital Music News LLC v Superior Court (2014) 226 Cal.App.4th 216 at 224, the Court defined “good cause” as a showing that there “a disputed fact that is of consequence in the action and the discovery sought will tend in reason to prove or disprove that fact or lead to other evidence that will tend to prove or disprove the fact.” If the moving party has shown good cause for the requests for production, the burden is on the objecting party to justify the objections. (Kirkland v. Sup.Ct (2002) 95 Cal. App.4th 92, 98.) ¿ 

"The court shall limit the scope of discovery if it determines that the burden, expense, or intrusiveness of that discovery clearly outweighs the likelihood that the information sought will lead to the discovery of admissible evidence." (Cal. Code of Civ. Proc. § 2017.020(a).) Generally, objections on the ground of burden require the objecting party to produce evidence of (a) the propounding party's subjective intent to create burden or (b) the amount of time and effort it would take to respond. (See West Pico Furniture Co. of Los Angeles v. Superior Court In and For Los Angeles County (1961) 56 Cal.2d 407, 417.) However, no such evidence is necessary where discovery is obviously overbroad on its face. (See Obregon v. Superior Court (1998) 67 Cal.App.4th 424, 431.)

B.    Discussion

 

Preliminarily, this Court notes that the purpose of a Separate Statement in a discovery motion is to make it easier, not harder, for the Court to rule on motions compelling further responses to propounded discovery categories. Regurgitating arguments, points, authorities, and citations from a moving or opposing brief in a separate statement, especially to the extent done by Defendant, PNC, violates the page limitations of briefs supporting or opposing a motion. PNC is requesting an order to compel further responses to thirty-three requests for production of documents, but the separate statement was 88 pages long. Accordingly, this Court notes that PNC must refile a Separate Statement. The revised Separate Statement to be submitted will contain only the definitions plus the verbatim requests at issue and the verbatim responses to each request at issue. If a supplemental response was given, the revised Separate Statement must include that as well immediately following the initial verbatim language of the response. The Court urges the parties to take note of this as the Court will not rule on motions to compel further responses with excessive separate statements, but instead, will send the issues back to the party to further meet and confer. The Requests for Monetary Sanctions will also be continued.

 

The revised Separate Statement is required to be filed by April 30, 2024. This motion is continued to May 7, 2024.

 

III. CONCLUSION¿¿ 

¿¿¿ 

            For the foregoing reasons, PNC’s Motion to Compel Further Responses to Requests for Production of Documents, Set One is CONTINUED

 

            PNC is ordered to give notice.

¿¿¿ 

¿¿ 

¿¿ 

¿