Judge: Virginia Keeny, Case: 19VECV00088, Date: 2023-02-01 Tentative Ruling



Case Number: 19VECV00088    Hearing Date: February 1, 2023    Dept: W

SPENCER WEINERMAN, ET AL. V. RON GROSSBLATT, ET AL.

 

MOTION FOR ORDER TO COMPEL COMPLIANCE WITH COURT’S ORDER REQUIRING FULL COMPLIANCE WITH SUBPOENA DUCES TECUM, TO SHOW CAUSE RE CONTEMPT DIRECTED TO THIRD PARTY DIGNITY HEALTH FOR FAILURE TO APPEAR AT DEPOSITION AND PRODUCE RECORDS

 

Date of Hearing:        February 1, 2023                               Trial Date:       October 16, 2023   

Department:              W                                                        Case No.:        19VECV00088

 

Moving Party:            Plaintiff Spencer Weinerman, individually, and as Trustee of the Weinerman Family Trust

Responding Party:     Non-party Dignity Health

                                                                                         

BACKGROUND

 

Plaintiff and Defendant Grossblatt’s father started a collections business called Grant & Weber. Plaintiff owns or controls a total of 40% of the company. He is a former employee and his employment was terminated in December 2014.

 

Plaintiff alleges that an agreement exists between plaintiff and some of defendants that provides that in the event of the termination of a shareholder the terminating shareholder’s shares shall be sold to the remaining shareholder. The contract sets forth a formula for calculating the costs of the shares. According to plaintiff, defendants refuse to pay for the shares pursuant to the contract. Plaintiff further alleges that he is also the owner of 15% of the shares of Grant & Weber Nevada. However, plaintiff discovered that he shares had never been formally transferred to certificates bearing plaintiff’s name and defendants have now declared that plaintiff owns no shares of Grant & Weber Nevada.

 

Plaintiff also alleges that defendants have committed acts of misconduct against clients, in particular those clients plaintiff brought to the firm. Plaintiff alleges he was coerced into signing a promissory note representing that he owed a lot more that he actually did, and ultimately terminated him.

 

There is a related case in which Grant and Weber is suing plaintiff’s new company Weber and Associates, for breach of fiduciary duty and misappropriation of trade secrets.

 

Plaintiff filed their complaint on January 17, 2019 and the First Amended Complaint on February 14, 2019, alleging: 1. Removal of Director; 2. Breach of Contract; 3. Conversion; 4. Breach of Fiduciary Duty; 5. Intention Misrepresentation; 6. Negligent Misrepresentation; and 7. Involuntary Dissolution of Corporation

 

On May 6, 2021, this action was related to Grant & Weber v. Weber & Associates, et. al. (LC107630) and Spencer Weinennan, Individual and Trustee v. Ron Grossblatt, et. al. (21VECP00229).

 

[TENTATIVE] RULING:

 

Plaintiff Spencer Weinerman, individually, and as Trustee of the Weinerman Family Trust’s Motion to Compel Compliance is DENIED.

 

EVIDENTIARY OBJECTIONS

 

Nonparty Dignity Health submits evidentiary objections to the declaration of Plaintiff’s counsel, Keven Steinberg.

 

The court sustains objection nos. 1, 3.  

 

DISCUSSION

 

Plaintiff Spencer Weinerman, individually, and as Trustee of the Weinerman Family Trust moves this court for an order compelling third party Dignity Health’s full compliance with Subpoena Duces-Tecum and the Court’s Order dated November 3, 2022. Plaintiff further moves for sanctions against Dignity Health and its attorney of record, Harvey Rochman, in the amount of $5,986.65 as well as an order to Show Cause why Dignity Health should not be held in contempt and sanctioned for such contempt for failing to comply with the subpoena duces tecum and the Court’s order.

 

Nonparty Dignity Health opposes the motion on two main grounds: (1) Plaintiff cannot compel Dignity Health to comply with Defendant Grossblatt’s Motion to Quash; and (2) If Plaintiff’s motion is deemed a motion to compel compliance, it is untimely. The court agrees.

 

Both a party to the litigation and the subpoenaed third party have independent rights to challenge a third party subpoena.  The record is clear that Dignity Health served timely objections to the subpoena at issue here (the “October subpoena”).  Those objections were independent from the motion to quash brought by Defendant Grossblatt.  The court never considered any objections Dignity Health might have had since Dignity Health was not served with the motion to quash or opposition and did not appear at that hearing.  The court ruled on only the motion to quash.  When it ordered compliance, this court overstated its ruling and order, since it had not considered and did not even have before it the separate objections made by Dignity Health.  The court’s ruling should have simply been that the motion to quash was denied.

 

Any motion to compel compliance with the subpoena had to be brought within 60 days of the service of objections.  C.C.P. § 2025.480 (a)-(b)(if a party fails to answer any question or produce any document, the party seeking discovery may move the court for an order compelling that answer or production; the motion must be made “no later than

60 days after the completion of the record of the deposition”). In Unzipped Apparel, LLC v.

Bader, 156 Cal. App. 4th 123, 127 (2007), the Court of Appeal held that objections constitute a “record of the deposition” therefore once a party receives objections to a subpoena, “the subpoenaing party has all of the information it needs to prepare a motion to compel.” Id. at 127, 133; Board of Registered Nursing v. Sup.Ct., 59 Cal. App. 5th 1011, 1032-1033 (2021) (the deposition record is complete and the 60-day period begins to run on the date objections are served); Rutledge v. Hewlett-Packard Co., 238 Cal.App.4th 1164, 1192 (2015)(“the 60-day period during which a motion to compel must be filed, begins to run when the deponent serves objections on the party. At the time the objections are served, the record of deposition is complete”). This rule applies to subpoenas for production of documents at a deposition and also to business records subpoenas. Cal. Prac. Guide Civ. Pro. Before Trial, Rutter Group, Ch. 8:609.1 (Motion to Compel).

 

Objections were served on September 26, 2022.  More than 60 days have passed since those objections were served, making this motion untimely.  While the objections were not on pleading paper or formal, they were written by counsel for Dignity Health, emailed to plaintiff’s counsel and incorporate the company’s earlier objection to a similar subpoena. The court finds these objections to satisfy the code’s requirements.  At the time the court ruled on the motion to quash, there was still more than sufficient time to file the motion to compel and to have the court consider and overrule such objections. 

 

Sanctions and Order to Show Cause

 

Under Code of Civil Procedure section 2023.030(a), “[t]he court may impose a monetary sanction ordering that one engaging in the misuse of the discovery process, or any attorney advising that conduct, or both pay the reasonable expenses, including attorney's fees, incurred by anyone as a result of that conduct.  If a monetary sanction is authorized by any provision of this title, the court shall impose that sanction unless it finds that the one subject to the sanction acted with substantial justification or that other circumstances make the imposition of the sanction unjust.” Under Code of Civil Procedure section 2023.010, an example of the misuse of the discovery process is “(d) Failing to respond or to submit to an authorized method of discovery.”

 

Plaintiff’s counsel seeks $5,986.65 in monetary sanctions against Nonparty Dignity and its counsel of record, Harvey Rochman. Plaintiff’s counsel attests he spent 6 hours meeting and conferring and preparing the instant motion; an anticipated 3 hours reviewing the opposition and preparing a reply. (Steinberg Decl. ¶8.) Counsel also seeks $61.65 for filing fees and $75 for attorney services fees. (Steinberg Decl. ¶8.) Counsel’s hourly rate is $650.00. (Steinberg Decl. ¶8.)

 

Although it is true that this court’s order directed compliance with the subpoena, the court agrees with Dignity Health that such order was improper given the procedural posture of these discovery motions.  Accordingly, sanctions and an OSC re contempt are unwarranted.