Hill v. Law Offices of Beatrice L. Snider CA4/1 ( 2021 )


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  • Filed 12/21/21 Hill v. Law Offices of Beatrice L. Snider CA4/1
    NOT TO BE PUBLISHED IN OFFICIAL REPORTS
    California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for
    publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication
    or ordered published for purposes of rule 8.1115.
    COURT OF APPEAL, FOURTH APPELLATE DISTRICT
    DIVISION ONE
    STATE OF CALIFORNIA
    CARLA HILL,                                                          D076958
    Plaintiff and Appellant,
    v.                                                          (Super. Ct. No. 37-2015-
    00014603-CU-PN-CTL)
    LAW OFFICES OF BEATRICE L.
    SNIDER, APC,
    Defendant and Respondent.
    APPEAL from a judgment of the Superior Court of San Diego County,
    Kenneth J. Medel, Judge. Affirmed.
    Carla Hill, in pro. per., for Plaintiff and Appellant.
    Klinedinst, Heather L. Rosing, Leah A. Plaskin Lorenz, and Robert M.
    Shaughnessy, for Defendant and Respondent.
    Carla Hill sued her former attorneys, the Law Offices of Beatrice L.
    Snider, APC (LOBS), after that firm represented her in postjudgment family
    law proceedings. After several unsuccessful efforts to plead viable causes of
    action, Hill filed a third amended complaint (TAC). LOBS responded with a
    demurrer and motion to strike. The trial court granted both motions and
    entered judgment accordingly.
    Hill appeals.1 She contends the trial court erred by granting the
    motions and she should be allowed leave to amend to add additional
    allegations to her complaint. We conclude Hill has not shown reversible error
    or a reasonable possibility she could state a viable cause of action against
    LOBS. We therefore affirm the judgment.
    FACTUAL AND PROCEDURAL BACKGROUND
    Consistent with our standard of review, we draw the historical facts
    from the well-pleaded allegations in Hill’s TAC and from judicially noticeable
    sources. (Evans v. City of Berkeley (2006) 
    38 Cal.4th 1
    , 6.) Portions of this
    section are taken from our prior opinion in this matter. (See Hill v. Law
    Offices of Beatrice L. Snider, APC (Apr. 17, 2019, D071656) 
    2019 WL 1648505
    [nonpub. opn.] (Hill).)
    Hill married Ronald Hill (Ronald) in 2009, and they separated
    approximately 10 months later. In subsequent dissolution proceedings, the
    parties agreed to mediation before a special master, which resulted in a
    stipulated judgment. Hill was represented at the mediation by Lori V., a San
    Diego family law attorney.
    The stipulated judgment was intended to resolve the parties’ rights and
    obligations regarding community assets and debts, spousal support, attorney
    fees, and all other pending issues. In general, Ronald was awarded all
    community property assets and debts (if any) in exchange for a $50,000
    equalization payment to Hill. The judgment identified a residence acquired
    during marriage with Ronald’s separate property funds, which was later sold
    at a loss. The judgment also identified a golf course acquired immediately
    1     Hill has been declared a vexatious litigant and appears to be subject to
    a prefiling order. (Code Civ. Proc., §§ 391, 391.7, subd. (a).) Hill applied for
    permission to proceed with this appeal, which we granted. (Id., § 391.7,
    subd. (b).)
    2
    before the couple’s separation, also purchased with Ronald’s separate
    property funds. The golf course was confirmed as Ronald’s sole and separate
    property. The parties’ personal possessions and their separate bank accounts
    were confirmed as their separate property. The judgment stated there were
    no community businesses. The $50,000 equalization payment reflected, in
    part, Hill’s share of any potential community interest in Ronald’s ongoing
    real estate development business. The judgment terminated Ronald’s
    obligation to pay any further spousal support, in light of the equalization
    payment and the spousal support paid previously.
    In the stipulated judgment, the parties waived the mediation privilege
    and any confidentiality protections in the event of a dispute over the
    interpretation or enforcement of their agreement. They specifically
    authorized the special master to testify regarding the interpretation of the
    agreement and the settlement process.
    The parties agreed to exchange final declarations of disclosure before
    entry of judgment. The judgment noted the parties previously exchanged
    preliminary declarations of disclosure and related attachments.
    The parties explicitly waived any assessment of the value of any
    community property. The stipulated judgment stated, “Husband and Wife
    acknowledge that their respective attorneys advised them of the necessity to
    independently investigate and to conduct discovery concerning the value of
    the community estate. The Parties acknowledge that they have instructed
    their respective attorneys to settle the case as set forth in this Agreement
    without a full and complete assessment of the value of the property. Each
    Party has instructed his or her attorney not to undertake any assessment or
    investigation. The Parties acknowledge that each is satisfied with the
    property division set forth in this Agreement and that his or her attorney has
    3
    prepared the necessary documentation in accordance with their desires and
    instructions.”
    The family court entered the stipulated judgment in October 2011. Six
    months later, Hill filed a motion to set aside the judgment. Representing
    herself, she argued that the judgment should be vacated because Ronald did
    not serve a final declaration of disclosure, he failed to disclose the true extent
    of his income and assets, and the judgment was the result of fraud, mistake,
    or duress.
    Hill subsequently retained LOBS to represent her in connection with
    these postjudgment proceedings. The retainer agreement specified that Hill
    would pay an initial retainer fee of $15,000 and an initial retainer payment
    for costs of $1,000. The agreement stated, “You understand that the [retainer
    fee] will be less than and is not intended to constitute the total fee. You
    agree to pay the difference between the total fee and the amount of the
    retainer. The fee is based on many factors . . . . It is expected and
    anticipated that the fee in this case will exceed the amount of the retainer.”
    It noted, “[LOBS] has not made any prediction or commitment as to any
    maximum amount of fees and costs, nor as to the outcome of any pending or
    prospective proceedings.”
    The retainer agreement provided that LOBS would have a lien for its
    fees on any assets awarded in the proceeding and that LOBS may request
    Hill to sign a note or security instrument to ensure payment of its fees and
    costs. The agreement included the text of former rule 3-300 of the California
    Rules of Professional Conduct.2 The agreement stated, “Rule 3-
    300 . . . specifies Client’s rights in connection with this lien. Please read this
    2    Subsequent rule references are to the former Rules of Professional
    Conduct.
    4
    rule carefully. It is important that Client understand that prior to signing
    this Agreement Client should seek the advice of independent legal counsel of
    Client’s choice to review this transaction and this Agreement in its entirety.”
    Hill initialed this section immediately below the text of the rule. Later, the
    agreement reiterated, “Client understands that Client has the right to
    consult with another attorney of Client’s own choosing before signing this
    Agreement.”
    LOBS, representing Hill, filed a supplemental memorandum in support
    of her motion to set aside the judgment. The supplemental memorandum
    argued that the judgment should be vacated because (1) the mediator was
    improperly appointed and should have acted only as a special master;
    (2) Ronald failed to provide a final declaration of disclosure; (3) Ronald
    breached his fiduciary duty to Hill by failing to disclose the existence,
    character, and value of his assets; and (4) the stipulated judgment was
    obtained by fraud, perjury, and mistake. For example, the memorandum
    identified five bank accounts that Ronald had allegedly not disclosed, as well
    as millions of dollars in possible community assets. This amount
    represented, in part, the potential community interest in the residence and
    golf course acquired during the marriage.
    In a supplemental declaration, Hill provided further detail regarding
    Ronald’s disclosures and his alleged omissions. In addition to the bank
    accounts, Hill asserted that Ronald had failed to disclose his ownership of
    various real property lots in and around the golf course, as well as the fact
    that some lots had been subdivided. An accountant reviewed Ronald’s bank
    account records and identified additional potential community assets. The
    accountant submitted a written declaration in support of the set aside
    motion.
    5
    At a hearing, the family court denied Hill’s motion to set aside the
    judgment. It noted that the parties had failed to exchange final declarations
    of disclosure before entry of judgment, but it found that Hill had not shown
    the failure had a material impact on the judgment. (See In re Marriage of
    Steiner & Hosseini (2004) 
    117 Cal.App.4th 519
    , 526-528.) The family court
    determined that the bank account information did not reflect any community
    property interest, and Ronald had disclosed most of the properties Hill
    identified. Certain other properties did not need to be disclosed, and Hill was
    aware of the golf course as a major asset at issue in the dissolution
    proceedings. The family court emphasized that Hill waived any asset
    valuation as part of the stipulated judgment and elected to settle the
    dissolution proceeding instead of going to trial. The court noted that the
    parties had engaged in extensive discovery, over approximately two years,
    and Hill had been represented by several attorneys in succession. The court
    found that Hill agreed to have the special master act as a mediator, so she
    could not assert error based on that dual role.
    The family court found that Hill’s conduct in filing the set aside motion
    was sanctionable under Family Code section 271. But it declined to award
    sanctions against Hill because they would impose an unreasonable financial
    burden on her. The court denied Hill’s request for sanctions against Ronald
    under section 271, and it also denied Hill’s request for contribution from
    Ronald. It found that Hill had the ability to pay her own attorney fees, and
    the stipulated judgment precluded any contribution in any event.
    Hill, representing herself, filed another memorandum and declaration
    in support of her motion to set aside the stipulated judgment, as well as a
    motion for reconsideration of the court’s order. LOBS moved to withdraw as
    Hill’s counsel, which the family court granted. The family court subsequently
    6
    denied Hill’s motions on various grounds, including that the court “found no
    evidence of fraud” by Ronald.
    Hill sued LOBS. Her initial complaint identified causes of action for
    breach of contract, professional negligence, breach of fiduciary duty, and
    fraud. LOBS demurred to the complaint and filed a motion to strike various
    allegations. In response, Hill filed a first amended complaint (FAC). The
    FAC identified causes of action for professional negligence, breach of
    fiduciary duty, breach of contract, “[c]onspiracy,” and negligent infliction of
    emotional distress. LOBS demurred and moved to strike again. At a
    hearing, the court granted Hill leave to file a second amended complaint
    (SAC).
    Hill’s SAC alleged two causes of action, for professional negligence and
    breach of fiduciary duty. The professional negligence cause of action alleged
    that LOBS failed to meet the applicable standard of care by, among other
    things, misstating the law governing set aside motions under the Family
    Code, waiving Hill’s ability to obtain a statement of decision, failing to pursue
    discovery, inadequately addressing Ronald’s arguments regarding disclosure,
    ignoring a letter regarding mediation that Hill claimed supported her
    position, and failing to offer live testimony of the retained expert accountant.
    Hill alleged that she would have obtained a more favorable judgment, absent
    LOBS’s errors, because the court would have granted her set aside motion
    and awarded her attorney fees, sanctions, spousal support, and a one-half
    interest in the golf course property.
    Hill’s cause of action for breach of fiduciary duty mirrored her
    professional negligence claim. She alleged that LOBS did not act diligently
    in its representation, including failing to conduct discovery and overlooking
    key issues. She also alleged that a LOBS attorney, Edward C., knew Hill’s
    7
    former attorney Lori on a “close personal basis” and did not reveal this
    information to Hill. Edward told Hill, however, that Lori and other attorneys
    had committed malpractice and “did not do their job.” Hill alleged she was
    damaged because her set aside motion was denied. She claimed that she
    could have recovered all of the value of the golf course property, plus attorney
    fees and sanctions, if LOBS had acted properly.
    LOBS again demurred and moved to strike portions of the SAC. In its
    demurrer, LOBS argued that the SAC was uncertain and failed to allege facts
    sufficient to state any cause of action. LOBS wrote that the SAC was
    “ambiguous with respect to the subject of [Hill’s] claims” and it “seems to
    combine multiple legal theories into her causes of action.” LOBS asserted “it
    is difficult to understand the gravamen of each cause of action and for
    [LOBS] to make informed responses to the allegations.” Regarding the
    breach of fiduciary duty claim, LOBS argued that Hill had not identified any
    ethical breach beyond potential professional negligence. LOBS noted that
    Hill mentioned a potential conflict regarding Lori, but it argued that Hill had
    not alleged any harm that resulted from that conflict. LOBS highlighted
    Hill’s admission that Edward told her Lori had committed malpractice, which
    showed he had no conflict or bias. Regarding both causes of action, LOBS
    claimed that Hill had not sufficiently alleged facts showing that she would
    have obtained a better result but for LOBS’s alleged errors and omissions.
    The family court’s order in the underlying dissolution proceedings showed
    that Hill “knew about the assets before she settled, made the decision to
    settle the case, and knowingly gave up her right to obtain a valuation of the
    property before the settlement.” Hill had not alleged facts showing that, but
    for LOBS’s conduct, she “could have obtained a better settlement or that the
    settlement was unreasonable.”
    8
    The court sustained the demurrer with leave to amend. The court
    found the SAC “is currently so uncertain that it is difficult for [LOBS] to
    provide a meaningful verified response[]. Many sentences are structured in a
    manner that makes deciphering the meaning arduous and may require
    speculation by [LOBS] in attempting to respond. . . . On substance, it is not
    clear what specific actions [LOBS] allegedly took that caused [Hill’s]
    damages.” The court believed that Hill’s two causes of action seemed to be
    duplicative. The only additional allegation involved Edward’s alleged
    friendship with Lori. The court found, “However, even if [Hill’s] allegation
    was true, such a friendship would not constitute a breach of any fiduciary
    duty. [Hill] has not alleged how this supposed friendship harmed her in any
    way.” The court sustained LOBS’s demurrer and granted Hill leave to
    amend. It denied LOBS’s motion to strike as moot.
    Hill filed her TAC, which contained a number of new allegations and
    causes of action. Hill’s first cause of action was for breach of contract, based
    on the retainer agreement. Hill alleged that LOBS breached the retainer
    agreement by “engaging in dilatory tactics” and otherwise failing to provide
    competent legal services. Hill also made a number of non-contract
    allegations under this cause of action, including that Edward failed to
    disclose his “friendship and business relationship” with Lori, suppressed
    evidence showing Lori’s alleged malpractice, “colluded with opposing counsel
    to unnecessarily delay matters,” engaged in unfair business practices, and
    took a security interest in Hill’s assets in violation of former rule 3-300.
    Based on these allegations, Hill sought damages of at least $20,000, which
    represented the fees she paid to LOBS. Hill’s second cause of action was for
    breach of fiduciary duty, based on LOBS’s alleged incompetent
    representation and Edward’s failure to disclose the relationship to Lori.
    9
    Hill’s third cause of action was for breach of the implied covenant of good
    faith and fair dealing, based on LOBS’s failure to achieve results and its
    alleged abandonment of Hill when it withdrew from representing her. Hill’s
    fourth cause of action was for fraudulent concealment, based on Edward’s
    failure to disclose the fact that Lori was his “friend and business associate,
    which was a substantial factor in causing [LOBS] to refuse to perform legal
    services for which they were retained and this harmed [Hill].” Hill’s fifth
    cause of action was for “conspiracy,” also based on Edward’s alleged
    relationship with Lori. Hill’s sixth cause of action was for professional
    negligence, based on a “[p]resumption of [n]egligence per se,” and various acts
    of incompetence already alleged. Hill’s seventh and final cause of action was
    for negligent misrepresentation, based on the fact that LOBS “negligently
    misrepresented facts and law to [Hill] and the Court.”
    Hill’s prayer for relief included a request for damages based on her
    alleged half interest in the $4.5 million golf course property and a $600,000
    residence. She also sought a declaration of her rights under the law and the
    retainer agreement, including that LOBS’s business practices were
    fraudulent under Business and Professions Code section 17200.
    Hill attached copies of the retainer agreement and an unpaid LOBS
    legal bill showing an outstanding balance of over $60,000. Hill also attached
    a screenshot of Edward’s professional LinkedIn profile showing a
    “[c]onnection[]” to Lori.
    Before Hill filed her TAC, LOBS filed a motion for summary judgment
    directed at the SAC. At LOBS’s request, the trial court “deemed” the motion
    to apply to the TAC and granted it. Hill appealed, and we reversed because
    the allegations of the TAC were materially different from the allegations of
    the SAC. (See Hill, supra, 
    2019 WL 1648505
    , at *10.) We expressly declined
    10
    to consider whether the TAC stated a valid cause of action or was otherwise
    proper. (Ibid.)3
    On remand, LOBS again demurred and moved to strike portions of the
    TAC. In its demurrer, LOBS argued (1) Hill’s allegations were insufficient to
    state any cause of action; (2) Hill improperly added new causes of action,
    beyond the scope of the court’s order granting leave to amend; and (3) Hill’s
    contract claims were barred by res judicata and collateral estoppel, based on
    the jury’s verdict and this court’s appellate decision. LOBS’s motion to strike
    was primarily directed at the improperly added causes of action, two
    individuals improperly named as defendants, and Hill’s prayer for various
    types of damages and attorney fees.
    Hill opposed the demurrer and motion to strike. In addition to
    rebutting LOBS’s arguments, Hill claimed she could amend her complaint to
    state causes of action for breach of contract, breach of fiduciary duty, and
    potentially others.
    After hearing argument, the trial court sustained the demurrer and
    granted the motion to strike in a written order. The court primarily found
    that the TAC failed to state any cause of action. It wrote that an overarching
    defect in all of Hill’s causes of action was causation: Hill failed to show how,
    but for any alleged negligence or breach by LOBS, she would have prevailed
    on her set aside motion and obtained a more favorable division of marital
    assets. For example, Hill did not allege what evidence or testimony LOBS
    should have presented that would have affected the family court’s decision.
    3     Separately, the trial court held a jury trial on LOBS’s cross-claim
    against Hill for unpaid legal fees. The jury found in favor of LOBS. Hill’s
    appeal raised various claims of error, but we found them moot because Hill
    had obtained a discharge of the judgment in federal bankruptcy proceedings.
    (See Hill, supra, 
    2019 WL 1648505
    , at *1, fn. 1.)
    11
    Regarding breach of contract and breach of the implied covenant, the
    court wrote that none of the acts Hill alleged showed any breach. For
    example, requiring payment of a retainer was one of the terms of the retainer
    agreement. It was not a breach of that agreement. Regarding the lien on any
    recovery, the court noted that such a lien was permitted if obtained in
    compliance with former rule 3-300. But even if LOBS violated former
    rule 3-300, Hill did not obtain any recovery and LOBS did not attempt to
    enforce any lien, so Hill had not suffered any injury. The court also found
    that Hill’s claims were barred by the doctrines of claim and issue preclusion
    (res judicata and collateral estoppel).
    Regarding breach of fiduciary duty, the court noted that it overlapped
    with Hill’s claim for professional negligence. It found Hill’s allegations
    “conclusory at best” and therefore insufficient. Regarding concealment, the
    court found that Hill’s allegations failed to meet the heightened pleading
    requirements for fraud. It explained that Hill had not alleged how any
    alleged concealment of Edward’s friendship with Lori caused harm.
    Regarding conspiracy, Hill failed to state any facts supporting the conclusion
    that LOBS and Lori conspired to harm her. Similarly, regarding negligent
    misrepresentation, Hill did not allege any facts to support that cause of
    action.
    Regarding professional negligence, the court found that Hill’s
    allegations were either conclusory or related to proceedings that occurred
    before Hill retained LOBS. Hill did not allege facts showing that any
    allegedly negligent conduct by LOBS led to the family court’s denial of her set
    aside motion.
    The trial court also specifically found that (1) Hill improperly included
    new causes of action, beyond the scope of the court’s leave to amend, and
    12
    (2) Hill could not obtain damages for emotional distress based on claims for
    legal malpractice.
    The court considered and denied Hill’s request for leave to amend. It
    wrote, “After multiple amendments, plaintiff has not stated facts she needs to
    support the claims. Plaintiff has not demonstrated that there exist facts to
    get around the issues raised in this demurrer and the accompanying motion
    to strike. Nothing in the opposition shows that she can cure her defective
    pleading by way of an amendment.” The court entered judgment, and Hill
    appeals.
    DISCUSSION
    I
    Standards of Appellate Briefing and Review
    Hill represents herself in this appeal. “Under the law, a party may
    choose to act as his or her own attorney. [Citations.] ‘[S]uch a party is to be
    treated like any other party and is entitled to the same, but no greater
    consideration than other litigants and attorneys. [Citation.]’ [Citation.]
    Thus, as is the case with attorneys, pro. per. litigants must follow correct
    rules of procedure.” (Nwosu v. Uba (2004) 
    122 Cal.App.4th 1229
    , 1246-1247.)
    Hill has not followed the rules of appellate procedure and her briefing is
    insufficient to demonstrate any reversible error. We therefore affirm the
    judgment.
    “ ‘A judgment or order of the lower court is presumed correct. All
    intendments and presumptions are indulged to support it on matters as to
    which the record is silent, and error must be affirmatively shown. This is not
    only a general principle of appellate practice but an ingredient of the
    constitutional doctrine of reversible error.’ ” (Denham v. Superior Court
    (1970) 
    2 Cal.3d 557
    , 564.) “To demonstrate error, appellant must present
    13
    meaningful legal analysis supported by citations to authority and citations to
    facts in the record that support the claim of error. [Citations.] When a point
    is asserted without argument and authority for the proposition, ‘it is deemed
    to be without foundation and requires no discussion by the reviewing court.’ ”
    (In re S.C. (2006) 
    138 Cal.App.4th 396
    , 408.)
    “This burden requires more than a mere assertion that the judgment is
    wrong. ‘Issues do not have a life of their own: If they are not raised or
    supported by argument or citation to authority, [they are] . . . waived.’
    [Citation.] It is not our place to construct theories or arguments to
    undermine the judgment and defeat the presumption of correctness. When
    an appellant fails to raise a point, or asserts it but fails to support it with
    reasoned argument and citations to authority, we treat the point as waived.”
    (Benach v. County of Los Angeles (2007) 
    149 Cal.App.4th 836
    , 852 (Benach).)
    Even where an appellant cites general legal principles in support of
    certain arguments, these principles do not in and of themselves demonstrate
    error. “Mere suggestions of error without supporting argument or authority
    other than general abstract principles do not properly present grounds for
    appellate review. The court is not required to make an independent,
    unassisted study of the record in search of error. The point is treated as
    waived and we pass it without further consideration.” (Dept. of Alcoholic
    Beverage Control v. Alcoholic Beverage Control Appeals Bd. (2002)
    
    100 Cal.App.4th 1066
    , 1078.) “ ‘We are not bound to develop appellants’
    arguments for them. [Citation.] The absence of cogent legal argument or
    citation to authority allows this court to treat the contention as waived.’ ”
    (Cahill v. San Diego Gas & Electric Co. (2011) 
    194 Cal.App.4th 939
    , 956
    (Cahill).)
    14
    Hill’s briefing does not satisfy these minimum standards. For example,
    large portions of her briefing consist of unfocused narration regarding alleged
    events that occurred before, during, and after LOBS represented her. This
    narration mentions numerous third parties whose identities, relationships,
    and relevance are unclear. Hill does little to link this narration to any cogent
    legal argument regarding why the court erred by sustaining LOBS’s
    demurrer without leave to amend. To the extent she does so, her arguments
    are disjointed and conclusory. In general, Hill’s briefing is disorganized,
    repetitive, and difficult to understand. We discuss the consequences of these
    deficiencies in further detail below.
    II
    Demurrer Standards
    “In reviewing the sufficiency of a complaint against a general
    demurrer, we are guided by long-settled rules. ‘We treat the demurrer as
    admitting all material facts properly pleaded, but not contentions, deductions
    or conclusions of fact or law. [Citation.] We also consider matters which may
    be judicially noticed.’ [Citation.] Further, we give the complaint a reasonable
    interpretation, reading it as a whole and its parts in their context. [Citation.]
    When a demurrer is sustained, we determine whether the complaint states
    facts sufficient to constitute a cause of action. [Citation.] And when it is
    sustained without leave to amend, we decide whether there is a reasonable
    possibility that the defect can be cured by amendment: if it can be, the trial
    court has abused its discretion and we reverse; if not, there has been no
    abuse of discretion and we affirm. [Citations.] The burden of proving such
    reasonable possibility is squarely on the plaintiff.” (Blank v. Kirwan (1985)
    
    39 Cal.3d 311
    , 318 (Blank); accord, Palm Springs Tennis Club v. Rangel
    (1999) 
    73 Cal.App.4th 1
    , 4-5 (Palm Springs Tennis).)
    15
    A party may make a showing that she could validly amend her
    complaint for the first time in the appellate court. (Rakestraw v. California
    Physicians’ Service (2000) 
    81 Cal.App.4th 39
    , 43 (Rakestraw).) “To satisfy
    that burden on appeal, a plaintiff ‘must show in what manner he can amend
    his complaint and how that amendment will change the legal effect of his
    pleading.’ [Citation.] The assertion of an abstract right to amend does not
    satisfy this burden. [Citation.] The plaintiff must clearly and specifically set
    forth the ‘applicable substantive law’ [citation] and the legal basis for
    amendment, i.e., the elements of the cause of action and authority for it.
    Further, the plaintiff must set forth factual allegations that sufficiently state
    all required elements of that cause of action. [Citations.] Allegations must
    be factual and specific, not vague or conclusionary.” (Id. at pp. 43-44.)
    “The burden of showing that a reasonable possibility exists that
    amendment can cure the defects remains with the plaintiff; neither the trial
    court nor this court will rewrite a complaint. [Citation.] Where the appellant
    offers no allegations to support the possibility of amendment and no legal
    authority showing the viability of new causes of action, there is no basis for
    finding the trial court abused its discretion when it sustained the demurrer
    without leave to amend.” (Rakestraw, supra, 81 Cal.App.4th at p. 44; accord,
    Palm Springs Tennis, supra, 73 Cal.App.4th at pp. 7-8.)
    Similarly, we review the court’s order granting LOBS’s motion to strike
    for abuse of discretion. (Leader v. Health Industries of America, Inc. (2001)
    
    89 Cal.App.4th 603
    , 612.) Hill bears the burden of establishing such abuse.
    (Ibid.)
    16
    III
    Hill’s Contentions
    Hill’s opening brief largely fails to address the trial court’s primary
    finding, i.e., that Hill’s TAC did not allege sufficient facts to state any cause
    of action. Hill has therefore forfeited this issue on appeal. (See Myles v.
    PennyMac Loan Services, LLC (2019) 
    40 Cal.App.5th 1072
    , 1076 (Myles);
    Benach, supra, 149 Cal.App.4th at p. 852.)
    Hill focuses on collateral matters, but they do not demonstrate
    reversible error in the absence of a showing that the TAC stated a cause of
    action. For example, Hill contends the court should not have applied the
    doctrines of res judicata and collateral estoppel to bar her contract-based
    claims and it should not have struck her new causes of action as beyond the
    scope of the court’s leave to amend. We need not consider the merits of these
    two issues. Even if the court erred in both respects, Hill still has not
    established the judgment should be reversed because she has not shown the
    TAC stated a viable claim.
    The same reasoning applies to the overlapping issues in LOBS’s motion
    to strike. And again, Hill has forfeited any claim of error with respect to
    other issues in LOBS’s motion to strike that go unaddressed in her opening
    brief, such as its challenge to Hill’s prayer for punitive damages and
    emotional distress damages. (See Myles, supra, 40 Cal.App.5th at p. 1076;
    Benach, supra, 149 Cal.App.4th at p. 852.)
    Hill does argue the court erred by not addressing her request for
    declaratory relief. But she does not offer any legal authority supporting her
    claim that declaratory relief was proper. She has therefore forfeited any
    claim of error. (See Cahill, supra, 194 Cal.App.4th at p. 956.) To the extent
    we can discern from her briefing, it appears Hill seeks declaratory relief
    17
    regarding various aspects of the underlying stipulated judgment. She has
    not shown why LOBS would be a proper party for such an action, given that
    LOBS is not a party to the stipulated judgment and has no rights or
    obligations stemming from it. In the TAC, her prayer for declaratory relief
    appeared to consist of affirmative claims against LOBS, meant to redress
    past alleged wrongs, which are not the proper subjects for declaratory relief.
    (See County of San Diego v. State of California (2008) 
    164 Cal.App.4th 580
    ,
    607-608.) To the extent Hill sought a general declaration regarding the law
    and the retainer agreement, she has not shown the court abused its
    discretion by declining to entertain such an action for declaratory relief under
    the circumstances. (See BKHN, Inc. v. Department of Health Services (1992)
    
    3 Cal.App.4th 301
    , 308.) And, to the extent Hill claims the court erred by
    failing to specifically discuss declaratory relief in its written order, she has
    not shown the court was required to do so or that its absence would be
    reversible error.4
    In addition to these specific contentions, Hill’s opening brief contains
    an 18-page narrative, under the heading “STATEMENT OF THE CASE,”
    4     Hill also argues that the three-amendment limit in Code of Civil
    Procedure section 430.41, subdivision (e)(1) should not apply because her
    FAC was filed before LOBS demurred to her original complaint. The specific
    relevance of this statute to this appeal is unclear. Hill does not support her
    argument with any cogent legal analysis or any citation to the record. It is
    therefore insufficient to show error, let alone reversible error. (See Benach,
    supra, 149 Cal.App.4th at p. 852; ComputerXpress, Inc. v. Jackson (2001)
    
    93 Cal.App.4th 993
    , 1011.) However, we note the record shows that LOBS
    demurred to Hill’s original complaint, and the court granted Hill leave to
    amend, so Hill would appear to be incorrect that the statute does not apply.
    And even if it did not, Hill would still have to show a reasonable possibility
    she could amend her complaint to state a cause of action to obtain reversal
    here. (See Blank, supra, 39 Cal.3d at p. 318; Rakestraw, supra,
    81 Cal.App.4th at p. 44.)
    18
    which appears to contain allegations that Hill believes can be added or
    substituted for her existing allegations to state one or more causes of action.
    This undifferentiated narrative is not organized by cause of action, and it is
    unclear which cause or causes of action Hill believes are supported by the
    allegations. Hill does not identify the elements of any cause of action, and
    she does not cite any authority or offer any cogent legal argument why her
    allegations are sufficient to state any cause of action. Much of the narrative
    concerns Hill’s former husband Ronald, his attorney, and various other
    attorneys who apparently represented Hill before LOBS. Other than vague
    and conclusory assertions, Hill does little to shed light on the connection
    between these other individuals and Hill’s claims against LOBS. This
    treatment is insufficient to carry Hill’s burden on appeal to show a
    reasonable possibility she could amend her TAC to state a cause of action.
    (See Rakestraw, supra, 81 Cal.App.4th at pp. 43-44.) It is not our role to
    search this narrative and construct theories or arguments that might support
    a viable cause of action. (See Cahill, supra, 194 Cal.App.4th at p. 956;
    Benach, supra, 149 Cal.App.4th at p. 852.)
    In her reply brief, apparently in response to LOBS’s arguments, Hill
    focuses more directly on the trial court’s finding that the TAC failed to state a
    cause of action. She references her opposition to LOBS’s demurrer in the
    trial court, but such a reference is insufficient to advance her argument in
    this court. (See Serri v. Santa Clara University (2014) 
    226 Cal.App.4th 830
    ,
    854.) She also includes another narrative history of the dissolution
    proceedings and her subsequent representation by LOBS, consisting of nine
    pages, but again she does not attempt to link this narrative to any causes of
    action. Consistent with well-established case law, we will not undertake such
    19
    an effort ourselves. (See Cahill, supra, 194 Cal.App.4th at p. 956; Benach,
    supra, 149 Cal.App.4th at p. 852.)
    After this narrative, Hill’s reply brief focuses on breach of fiduciary
    duty. She argues her TAC was sufficient to state a cause of action for breach
    of fiduciary duty and, in the alternative, she could add additional allegations
    to the TAC to state such a cause of action. Hill did not include these
    arguments in her opening brief. She has therefore forfeited them. (See
    Tilton v. Reclamation Dist. No. 800 (2006) 
    142 Cal.App.4th 848
    , 864, fn. 12;
    see also Julian v. Hartford Underwriters Insurance Co. (2005) 
    35 Cal.4th 747
    ,
    761, fn. 4.) Even if she had not forfeited them, they are insufficient to show
    error.
    Hill’s argument that the TAC itself was sufficient consists almost
    entirely of quotations from various portions of the TAC. Because Hill has not
    included any legal argument regarding these allegations or how they relate to
    the elements of breach of fiduciary duty, she has not shown the court erred by
    finding they did not state a claim. (See Myles, supra, 40 Cal.App.5th at
    p. 1076; Benach, supra, 149 Cal.App.4th at p. 852.)
    Hill’s proposed amendment is likewise insufficient, whether styled as a
    claim for breach of fiduciary duty or (as Hill sometimes implies) a claim for
    professional negligence. Her allegations are largely vague and conclusory,
    not factual and specific. (See Rakestraw, supra, 81 Cal.App.4th at p. 44.)
    Where Hill references specific events or actions, such as LOBS’s decision to
    file two “preliminary objections to judges” and to present written rather than
    oral testimony from an accountant, she alleges only conclusions, not facts
    showing that such events were a breach of any fiduciary duty or fell below the
    applicable standard of care. Nor does she allege sufficient facts showing
    causation or injury as a result of any specific events or actions.
    20
    “In order to plead a cause of action for breach of fiduciary duty, there
    must be shown the existence of a fiduciary relationship, its breach, and
    damage proximately caused by that breach. The absence of any one of these
    elements is fatal to the cause of action.” (Pierce v. Lyman (1991)
    
    1 Cal.App.4th 1093
    , 1101.) Similarly, “[i]n order to establish a cause of action
    for legal malpractice the plaintiff must demonstrate: (1) breach of the
    attorney’s duty to use such skill, prudence, and diligence as other members of
    the profession commonly possess and exercise; (2) a proximate causal
    connection between the negligent conduct and the resulting injury; and
    (3) actual loss or damage resulting from the negligence.” (Thompson v.
    Halvonik (1995) 
    36 Cal.App.4th 657
    , 661.) “A plaintiff alleging legal
    malpractice in the prosecution or defense of a legal claim must prove that,
    but for the negligence of the attorney, a better result could have been
    obtained in the underlying action.” (Orrick Herrington & Sutcliffe v. Superior
    Court (2003) 
    107 Cal.App.4th 1052
    , 1057 (Orrick).) “ ‘The mere breach of a
    professional duty, causing only nominal damages, speculative harm, or the
    threat of future harm—not yet realized—does not suffice to create a cause of
    action for negligence.’ ” (Id. at p. 1058.)
    Hill appears to believe that her motion to set aside was required to be
    granted solely because the parties did not exchange final declarations of
    disclosure, but the law requires an additional showing of materiality.
    (See In re Marriage of Steiner & Hosseini, supra, 117 Cal.App.4th at pp. 526-
    528.) Hill’s allegation that LOBS acted negligently by failing to obtain this
    purportedly “mandatory” set aside is therefore unavailing. Similarly, Hill
    faults LOBS for not seeking such a final declaration from Ronald under
    Family Code section 2107, but she has not shown that the statute applies
    where judgment has already been entered.
    21
    Hill makes various allegations against other individuals, such as
    Ronald and his attorney, and discusses events prior to LOBS’s representation
    of her. These allegations are insufficient to establish a cause of action
    against LOBS, and they detract from potentially more pertinent allegations.
    We note specifically an extended discussion of Lori’s handling of Hill’s
    $50,000 equalization payment, which Hill does not link to any potential cause
    of action against LOBS beyond speculation and conclusory allegations of
    conspiracy. This discussion does not support a cause of action against LOBS.
    Hill alleges various professional connections between LOBS and her
    former attorneys, including Lori, but she has not alleged any factual basis—
    or advanced any legal basis—for a claim of breach of fiduciary duty based on
    any alleged conflict of interest. Her allegations regarding how such
    connections might have affected LOBS’s representation of her are ill-defined
    and, more importantly, are not linked to any meaningful factual allegations
    regarding how Hill would have obtained a better result if LOBS had acted
    differently. (See Orrick, supra, 107 Cal.App.4th at pp. 1057-1058.)5
    Hill references former rule 3-300 and the lien imposed on any recovery
    as part of LOBS’s retainer agreement, but she does not allege facts showing
    5      Hill’s TAC contained a cause of action for fraudulent concealment
    based on Edward’s alleged friendship and business relationship to Lori. Hill
    does not separately address this cause of action or the lack of specificity and
    lack of causation cited in the court’s order sustaining LOBS’s demurrer. Hill
    also does not separately discuss her causes of action for breach of contract,
    breach of the implied covenant of good faith and fair dealing, “conspiracy,”
    and negligent misrepresentation. Hill has therefore failed to show any error
    in dismissing these claims or any reasonable possibility she could amend.
    (See Myles, supra, 40 Cal.App.5th at p. 1076; Benach, supra, 149 Cal.App.4th
    at p. 852.) We note that the factual bases for these claims largely overlap
    with Hill’s claims for breach of fiduciary duty and professional negligence, so
    our discussion largely applies to these omitted claims as well.
    22
    any violation of that rule. The retainer agreement specifically informed Hill
    of the rule’s protections and reproduced its text. The agreement stated,
    “Please read this rule carefully. It is important that Client understand that
    prior to signing this Agreement Client should seek the advice of independent
    legal counsel of Client’s choice to review this transaction and this Agreement
    in its entirety.” Hill alleges that LOBS did not give her seven days to review
    the agreement, but the relevance of this seven-day period is unclear. Hill’s
    allegation is also too vague and conclusory to show any wrongdoing, as it is
    unknown how LOBS allegedly did not give Hill sufficient time to review the
    agreement.
    Hill argues she was damaged by her payment of attorney fees to LOBS,
    on the theory that an attorney who violates the Rules of Professional Conduct
    is not entitled to fees. Hill has not alleged facts sufficient to show any such
    violation, but even if she had, it does not automatically preclude an attorney
    from receiving fees. (See Pringle v. La Chapelle (1999) 
    73 Cal.App.4th 1000
    ,
    1005-1006.) Instead, “there must be a serious violation of the attorney’s
    responsibilities before an attorney who violates an ethical rule is required to
    forfeit fees.” (Id. at p. 1006; see Sheppard, Mullin, Richter & Hampton, LLP
    v. J-M Manufacturing Co., Inc. (2018) 
    6 Cal.5th 59
    , 89-90; Sullivan v. Dorsa
    (2005) 
    128 Cal.App.4th 947
    , 965.) Hill has not alleged any such serious
    violation here.
    More generally, Hill alleges she would have obtained a better division
    of marital assets if LOBS had acted properly, but her allegations are
    disjointed, conclusory, and rely at least in part on the wrongdoing of
    numerous other individuals. Allegations of incompetence by Hill’s prior
    attorneys, or wrongdoing by Ronald and his attorney, are not relevant to this
    inquiry unless they are linked to LOBS by well-pleaded factual allegations
    23
    showing liability. Hill does not meaningfully engage with the reasoning
    behind the family court’s denial of her set aside motion, which included that
    (1) Hill was aware of the allegedly omitted assets and (2) Hill chose to settle
    without a complete investigation into the community’s assets and expressly
    waived any valuation of the community estate. To state a cause of action
    against LOBS, Hill must offer well-pleaded factual allegations showing how,
    but for LOBS’s alleged negligence, the family court would have altered its
    decision. (See Orrick, supra, 107 Cal.App.4th at p. 1057.) Moreover, she
    must show either that Ronald would have agreed to a more favorable
    settlement or that a family court would have ordered a more favorable
    division of assets. (See ibid.) Hill has not done so.
    DISPOSITION
    The judgment is affirmed. LOBS is entitled to its costs on appeal.
    GUERRERO, J.
    WE CONCUR:
    McCONNELL, P. J.
    DO, J.
    24
    

Document Info

Docket Number: D076958

Filed Date: 12/22/2021

Precedential Status: Non-Precedential

Modified Date: 12/22/2021