Judge: Theresa M. Traber, Case: 23STCV05976, Date: 2025-03-13 Tentative Ruling




Case Number: 23STCV05976    Hearing Date: March 14, 2025    Dept: 47

Tentative Ruling

 

Judge Theresa M. Traber, Department 47

 

 

HEARING DATE:     March 13, 2025                      TRIAL DATE: September 2, 2025

                                                          

CASE:                         Farzad Samih v. Sonia Samih, et al.

 

CASE NO.:                 23STCV05976           

 

MOTION FOR SUMMARY JUDGMENT, OR, IN THE ALTERNATIVE, SUMMARY ADJUDICATION

 

MOVING PARTY:               Defendant Sonia Samih, individually and as trustee of the Sonia Samih Living Trust

 

RESPONDING PARTY(S): Plaintiff Farzad Samih

 

CASE HISTORY:

·         03/17/23: Complaint filed.

 

STATEMENT OF MATERIAL FACTS AND/OR PROCEEDINGS:

           

            This is a real property dispute between brother and sister. Plaintiff alleges that Defendant, his sister, took advantage of Plaintiff’s disability to induce him to sign away his rights to a parcel of property jointly owned by the siblings under false pretenses.

 

Defendant moves for summary judgment, or, in the alternative, summary adjudication.

           

TENTATIVE RULING:

 

            Defendant’s Motion for Summary Judgment is DENIED.

 

            Defendant’s Motion for Summary Adjudication is DENIED.

 

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DISCUSSION:

 

Motion for Summary Judgment

 

            Defendant moves for summary judgment. As Defendant has not drafted a compliant Separate Statement of Undisputed Material Facts, Defendant’s Motion for Summary Judgment is DENIED. (Code Civ. Proc. § 437c(b)(1).

 

Motion for Summary Adjudication

 

            Defendant moves in the alternative for summary adjudication.

 

In bringing a motion for summary judgment or summary adjudication, the supporting papers must include “a separate statement setting forth plainly and concisely all material facts that the moving party contends are undisputed.” (Code Civ. Proc. § 437c(b)(1).) “The requirement of a separate statement from the moving party and a responding statement from the party opposing summary judgment serves two functions: to give the parties notice of the material facts at issue in the motion and to permit the trial court to focus on whether those facts are truly undisputed.” (Parkview Villas Assn., Inc. v. State Farm Fire & Casualty Co. (2005) 133 Cal.App.4th 1197, 1210.) On a motion which seeks summary adjudication, whether separately or in the alternative, “the specific cause of action, affirmative defense, claims for damages, or issues of duty must be stated specifically in the notice of motion and be repeated, verbatim, in the separate statement of undisputed material facts.” (Cal. Rules of Court Rule 3.1350(b) [emphasis added].) Subsection (d) of Rule 3.1350 sets forth the required content of a Separate Statement, including, inter alia, the requirement that the Separate Statement separately identify each fact stated to be material as to each cause of action. (Id. Rule 3.1350(d).)

 

Defendant’s Separate Statement complies with none of these requirements. Although the Notice of Motion identifies each cause of action individually at issue, the Separate Statement itself does not reproduce the Notice of Motion verbatim. Defendant has also elected to incorporate numerous material facts by reference with respect to each claimed issue, which is contrary to the express requirements of Rule 3.1350(d). Defendant’s noncompliant Separate Statement would require the Court to guess the materiality of the proffered facts to each of the ten remaining causes of action at issue. In particular, it is not at all clear whether lists of incorporated facts for each issue are in fact material to its resolution or merely background facts that should not be considered in ruling on each issue.  (Beltran v. Hard Rock Hotel Licensing, Inc. (2023) 97 Cal.App.5th 865, 876 [a compliant Separate Statement must only include material facts, not incidental and background facts].) The Separate Statement thus does not serve the critical function of permitting this Court to focus on whether the material facts as to each issue targeted in the motion are truly undisputed.

 

The failure to provide a separate statement is, in the Court’s discretion, grounds for denial of the motion. (Code Civ. Proc. § 437c(b)(1).) Moreover, appellate precedent has consistently encouraged trial courts to require strict compliance with the requirements for separate statements. (United Community Church v. Garcin (1991) 231 Cal.App.3d 327, 335 [superseded by statute on other grounds]; North Coast Business Park v. Nielsen Construction Co. (1993) 17 Cal.App.4th 22, 30-32.) As the Court of Appeal for the Fourth District bluntly stated this past December, “[t]rial courts should not hesitate to deny summary judgment motions when the moving party fails to draft a compliant separate statement.” (Beltran v. Hard Rock Hotel Licensing, Inc., supra, at p. 876.) The Court will heed that exhortation.

 

As the Court is denying the motion on the grounds of a noncompliant separate statement, Defendant’s request for judicial notice is DENIED as irrelevant. (Gbur v. Cohen (1979) 93 Cal.App.3d 296, 301 (“[J]udicial notice . . . is always confined to those matters which are relevant to the issue at hand.”].)

 

On the same basis, the Court declines to rule on the evidentiary objections offered by both parties as the evidence at issue is not material to the Court’s ruling. (Code Civ. Proc. § 437c(q).)

 

Accordingly, Defendant’s Motion for Summary Adjudication is DENIED.

 

CONCLUSION:

 

            Accordingly, Defendant’s Motion for Summary Judgment is DENIED.

 

            Defendant’s Motion for Summary Adjudication is DENIED.

 

            Moving Party to give notice.

 

IT IS SO ORDERED.

 

Dated: March 13, 2025                                   ___________________________________

                                                                                    Theresa M. Traber

                                                                                    Judge of the Superior Court

 


            Any party may submit on the tentative ruling by contacting the courtroom via email at Smcdept47@lacourt.org by no later than 4:00 p.m. the day before the hearing. All interested parties must be copied on the email. It should be noted that if you submit on a tentative ruling the court will still conduct a hearing if any party appears. By submitting on the tentative you have, in essence, waived your right to be present at the hearing, and you should be aware that the court may not adopt the tentative, and may issue an order which modifies the tentative ruling in whole or in part.