Justia California Court of Appeals Opinion Summaries

In 2018, Charles David Wilson was charged with 14 felony counts. In 2022, he pled no contest to one count of kidnapping, admitted to using a firearm, and acknowledged an aggravating factor. In exchange, the prosecution dismissed the remaining charges and enhancements. Wilson received a 12-year prison sentence, consisting of an eight-year term for kidnapping and a four-year term for the firearm enhancement.Wilson later petitioned the trial court for resentencing under former section 1172.1, citing a new directive from the Alameda County District Attorney’s Office aimed at reducing reliance on enhancements and allegations. The directive suggested that prosecutors should generally not file or require defendants to plead to sentence enhancements and allowed for probation as the presumptive offer for certain felonies. However, the trial court determined it lacked jurisdiction to entertain Wilson’s petition because it had not recalled the sentence within 120 days of the original commitment, and Wilson did not have standing to file such a motion himself.The California Court of Appeal, First Appellate District, Division Three, reviewed the case. The court held that the directive from the district attorney’s office did not constitute a prosecutorial stipulation or recommendation for resentencing under section 1172.1. The court emphasized that internal directives do not create enforceable duties for prosecutors to recommend resentencing. Consequently, Wilson’s petition was deemed a defendant-initiated request for the court to exercise its own-motion jurisdiction, which the court lacked. The appeal was dismissed due to the lack of jurisdiction to consider Wilson’s petition or any other arguments. View "People v. Wilson" on Justia Law

Attorney Barry Tarlow executed a will in 2005, with minor modifications in 2006, leaving his estate to be divided between his siblings, Barbara Tarlow Rapposelli and Gerald Tarlow. Gerald was to receive his share outright, while Barbara's share was to be placed in a trust, with David Henry Simon named as trustee. Barry Tarlow passed away in April 2021, and the will was admitted to probate in July 2021. Barbara and Gerald became executors of the estate, while Simon retained his role as trustee.Barbara and Gerald filed an ex parte petition in January 2022 to replace Simon as trustee and modify the trust terms, which was denied. They later filed a petition for final distribution of the estate in July 2022, stating that Barbara had disclaimed her share, leading to a redistribution of the estate. Simon objected, arguing that Barbara's disclaimer was improper and filed his own petition under section 11700, seeking distribution of Barbara's interest to him as trustee and to rescind Barbara's purchase of the Fidelity Fund's interest in the trust. The trial court sustained Barbara and Gerald's demurrer, ruling Simon lacked standing.The California Court of Appeal, Second Appellate District, Division Four, reviewed the case. The court held that Simon, as the named trustee, had standing under section 11700 to file a petition for distribution of the estate. The court found that Simon's claim to the estate assets as trustee made him a person entitled to distribution under the statute. The court reversed the trial court's order sustaining the demurrer and remanded the case for further proceedings consistent with sections 11700 et seq. and the opinion. View "In re Estate of Tarlow" on Justia Law

Plaintiff Sabrina Zaragoza was admitted to Mercy Medical Center Merced with abdominal pain and later diagnosed with a bile leak. Dr. Nadir Adam performed a gallbladder removal surgery (cholecystectomy) on her. Following complications, including a bile leak and multiple subsequent surgeries, Zaragoza filed a medical malpractice lawsuit against Dr. Adam and others, alleging negligence in her treatment.The San Francisco County Superior Court granted summary judgment in favor of Dr. Adam. The court relied on the declaration of Dr. Eric Morse, a medical expert who reviewed Zaragoza's medical records and concluded that Dr. Adam performed the surgery within the standard of care and that the bile leak was a recognized risk of the procedure, not due to negligence. Dr. Morse also attributed Zaragoza's complications to a bowel perforation caused by a subsequent procedure performed by another doctor, Dr. Uppal. Zaragoza did not submit an opposing expert declaration.The California Court of Appeal, First Appellate District, Division Three, reversed the summary judgment. The appellate court found that Dr. Morse's declaration was conclusory and lacked a reasoned explanation for his opinions. Specifically, Dr. Morse did not adequately explain how he ruled out negligence by Dr. Adam or how he determined that the bile leak was not due to surgical error. The court emphasized that expert declarations must provide detailed factual bases and reasoned explanations to support their conclusions. The appellate court concluded that Dr. Adam failed to meet his initial burden of showing the absence of a triable issue of material fact and directed the trial court to deny the motion for summary judgment. View "Zaragoza v. Adam" on Justia Law

Thomas Armenta and Tiffini Pateras began their relationship in 2012 and had a child, M.A., in 2014. They separated in 2017 and entered a child custody and support agreement. Armenta, a Chumash descendant, works at the Chumash tribal office and earns $114,000 annually, plus $5,000 monthly from the Chumash tribe’s general welfare program. Pateras filed a petition for child support and attorney fees in 2023. The trial court ordered Armenta to pay $448 monthly for temporary child support and $2,000 in attorney fees. Subsequent hearings led to a final order for Armenta to pay $1,053 monthly in child support and $5,000 in need-based attorney fees.The trial court ruled that the $5,000 monthly payments Armenta receives from the Chumash tribe’s general welfare program should be considered as income for calculating child support. Armenta argued that these payments should be excluded as they are not subject to federal income taxation and claimed they were need-based public assistance. However, the court found no evidence that the payments were need-based or restricted to low-income individuals.The California Court of Appeal, Second Appellate District, affirmed the trial court’s decision. The court held that the payments from the Chumash tribe’s general welfare program are income for child support purposes, regardless of their tax status under federal law. The court emphasized that California’s child support statutes aim to ensure parents support their children according to their financial ability, and income is broadly defined to include various sources. The court also rejected Armenta’s claims regarding the need for an evidentiary hearing and the enforcement of a notice to appear, finding no procedural errors. The orders were affirmed, and costs on appeal were awarded to the respondents. View "Pateras v. Armenta" on Justia Law

J.B. (Minor) was placed with A.R. (De Facto Parent) for nearly two years after being removed from B.B. (Mother) and J.S. (Father). Parents filed petitions under Welfare and Institutions Code section 388 seeking additional reunification services and increased visitation. The trial court granted these petitions but did not remove Minor from De Facto Parent's care. De Facto Parent appealed, arguing that the juvenile court should not have granted additional reunification services as Parents failed to show changed circumstances and that it was not in Minor’s best interest.The Superior Court of Riverside County granted the section 388 petitions, providing Parents with six months of reunification services and increased visitation. The court noted that Minor would remain with De Facto Parent for the time being, with the goal of eventually returning Minor to Parents. The section 366.26 hearing, which would address the termination of parental rights and adoption, was vacated.The California Court of Appeal, Fourth Appellate District, Division Two, reviewed the case. The court agreed with the Riverside County Department of Public Social Services that De Facto Parent did not have standing to appeal the grant of the section 388 petitions. The court noted that as a de facto parent, A.R. did not have the right to reunification services, visitation, custody, or placement of Minor. The appeal was dismissed for lack of standing. View "In re J.B." on Justia Law

David Paul Planchard was convicted by a jury of stalking Debra Doe and violating a protective order. Planchard and Doe had a relationship from 1997 to 2000 and had a son together in 2006. Despite a restraining order issued in 2020, Planchard continued to harass Doe through public Facebook posts from 2016 to 2023. These posts included threats, derogatory comments, and references to Doe's past trauma. Planchard also showed up at Doe's house in May 2023, violating the protective order.The Superior Court of Sacramento County found Planchard guilty of stalking and violating a protective order. The jury determined that Planchard's actions, including his Facebook posts and visit to Doe's house, constituted a credible threat and harassment. The court sentenced him to five years for stalking and a stayed term of six months for violating the protective order.The California Court of Appeal, Third Appellate District, reviewed the case. Planchard argued that his Facebook posts did not constitute direct contact and thus could not be considered harassment under the stalking statute. The court disagreed, citing precedent that indirect threats and harassment through third parties or public posts can still meet the statutory requirements for stalking. The court found sufficient evidence to support the jury's verdict, noting that the posts were intended to harass and threaten Doe, and it was reasonably foreseeable that she would see them.The court also addressed Planchard's claims of ineffective assistance of counsel, finding no merit in his arguments. The court concluded that the Facebook posts were relevant and admissible, and that any failure to object by his counsel did not constitute ineffective assistance. The judgment of the Superior Court was affirmed. View "P. v. Planchard" on Justia Law

Gerry Serrano, a police officer for the City of Santa Ana, took a leave of absence to serve as president of the Santa Ana Police Officers Association. The Public Employees’ Retirement System (CalPERS) determined that certain special pay additives Serrano received before and during his service as Association president could not be included in his pension. The Administrative Board of CalPERS and the Superior Court of Sacramento County affirmed the exclusion of most of these pay additives from Serrano’s pension. Serrano appealed, arguing that Government Code section 3558.8 mandates he cannot lose any compensation, including pensionable compensation, while serving as the Association president. He also challenged the specific exclusion of a confidential premium and holiday pay from his pensionable compensation.The Superior Court of Sacramento County denied Serrano’s petition for writ of administrative mandamus, which sought to vacate the Board’s decision and include all pay additives in his retirement calculation. Serrano then appealed to the California Court of Appeal, Third Appellate District.The California Court of Appeal, Third Appellate District, affirmed the lower court’s decision. The court held that section 3558.8 did not require the compensation Serrano earned as a police sergeant to be entirely pensionable while he served as Association president. The court concluded that the confidential premium was not pensionable because it constituted nonpensionable overtime and did not meet the regulatory definition for the confidentiality premium. Additionally, the court found that Serrano’s holiday pay was not pensionable because he was not required to work on holidays, as required by the relevant regulation. The court’s decision was based on the interpretation of the Retirement Law and the specific definitions and requirements for pensionable compensation under that law. View "Serrano v. Public Employees' Retirement System" on Justia Law

Glenn and Geneanne Maniago filed a lawsuit against Desert Cardiology Consultants’ Medical Group, Inc. (DCCMG) and Dr. Praveen Panguluri, asserting five causes of action: negligence, loss of consortium, assault, battery, and unfair business practices. Glenn, a scrub technologist, was exposed to HIV patient’s blood during a procedure due to Dr. Panguluri’s actions. The complaint did not allege that Glenn contracted HIV but claimed harm from the exposure.The Superior Court of Riverside County sustained demurrers to most of the claims with leave to amend, overruled the demurrer to Glenn’s negligence claim, and struck the punitive damages allegations. The Maniagos did not request oral argument and did not appear for the hearing. Subsequently, they voluntarily dismissed their entire action with prejudice to expedite an appeal of the adverse rulings.The Court of Appeal, Fourth Appellate District, Division One, concluded that it lacked jurisdiction to adjudicate the appeal from a voluntary dismissal entered by the clerk at the plaintiffs’ request without a final judicial determination of their claims. The court emphasized that a voluntary dismissal by a plaintiff is a ministerial act and not appealable. The court dismissed the appeal for lack of jurisdiction, noting that the appropriate vehicle for challenging interlocutory rulings is a petition for writ of mandate, not an appeal from a voluntary dismissal. View "Maniago v. Desert Cardiology Consultants' Medical Group" on Justia Law

John Lowry, a harbor patrol officer, suffered physical and psychiatric injuries, including PTSD, from a workplace accident. His psychiatrist deemed him unfit to return to work, and the Port San Luis Harbor District (the District) indicated that his only option was retirement. Lowry applied for disability retirement, but the District denied his application, stating insufficient information to determine disability. The California Public Employees’ Retirement System (CalPERS) also denied his application, and the District terminated his employment, claiming he voluntarily resigned, which was later admitted to be untrue.The trial court granted summary judgment in favor of the District, concluding that Lowry was not eligible for relief under the California Fair Employment and Housing Act (FEHA) because he could not perform his essential job duties with or without reasonable accommodations. The court found that disability retirement does not qualify as a term, condition, or privilege of employment under FEHA.The California Court of Appeal, Second Appellate District, Division Six, affirmed the trial court's decision. The court held that the denial of disability retirement payments is not an adverse employment action under FEHA. Disability retirement payments serve as income replacement for employees who can no longer work and do not facilitate continued employment, job performance, or advancement opportunities. The court concluded that an individual who is not a qualified employee cannot bring a disability discrimination claim under FEHA for the denial of disability retirement payments. The judgment in favor of the District was affirmed. View "Lowry v. Port San Luis Harbor Dist." on Justia Law

Packers Sanitation Services Ltd., LLC (Packers) employed Jose A. Parra Rodriguez (Parra) in California from April 2019 to July 2021. In February 2022, Parra filed a complaint against Packers under the Labor Code Private Attorneys General Act of 2004 (PAGA), seeking civil penalties for alleged violations of the Labor Code and California Code of Regulations. Packers moved to compel arbitration based on an agreement Parra allegedly signed, which included a clause for binding individual arbitration. Parra opposed the motion, arguing he did not recall signing the agreement, his PAGA claims lacked an individual component, and the claims fell under exceptions to arbitration.The Superior Court of Imperial County held an evidentiary hearing and found Parra had signed the agreement. However, the court denied the motion to compel arbitration, interpreting "current law" to mean the law as it stood in 2019, when Iskanian v. CLS Transportation Los Angeles, LLC held PAGA claims were not subject to arbitration. The court concluded the parties had not agreed to arbitrate PAGA claims at all.The Court of Appeal, Fourth Appellate District, Division One, State of California, reviewed the case. Packers argued that under Viking River Cruises, Inc. v. Moriana, Parra’s individual PAGA claim should be compelled to arbitration, and non-individual claims should be dismissed. Parra contended his complaint did not include individual PAGA claims, citing Balderas v. Fresh Start Harvesting, Inc., which held a plaintiff could forgo individual relief and bring a representative PAGA action.The Court of Appeal affirmed the lower court's decision, agreeing with Parra that his complaint did not assert individual PAGA claims. The court found that Parra had not sought individual PAGA relief and thus, there were no individual claims to compel to arbitration. The court did not address whether a PAGA action must include an individual claim, as this issue was not ripe for consideration in this appeal. View "Rodriguez v. Packers Sanitation Services" on Justia Law