Alvarez v. CSAA General Insurance Company

CourtDistrict Court, D. Arizona
DecidedFebruary 4, 2025
Docket2:24-cv-00617
StatusUnknown

This text of Alvarez v. CSAA General Insurance Company (Alvarez v. CSAA General Insurance Company) is published on Counsel Stack Legal Research, covering District Court, D. Arizona primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Alvarez v. CSAA General Insurance Company, (D. Ariz. 2025).

Opinion

1 WO 2 3 4 5 6 IN THE UNITED STATES DISTRICT COURT 7 FOR THE DISTRICT OF ARIZONA

9 Jesus Belmontes Alvarez, No. CV-24-00617-PHX-SMB

10 Plaintiff, ORDER

11 v.

12 CSAA General Insurance Company, et al.,

13 Defendants. 14 15 Pending before the Court is Defendant CSAA General Insurance Company’s 16 (“CSAA”) Motion for Summary Judgment (the “Motion”) (Doc. 14). The Court has 17 reviewed the Motion, Response (Doc. 18), and Reply (Doc. 21), and will grant the Motion. 18 I. BACKGROUND 19 This case arises from a February 23, 2021 automobile accident involving Plaintiff 20 and a motorist without insurance. (See Doc. 1-1.) After the accident, Plaintiff submitted 21 an uninsured motorist (“UM”) claim to his insurer, CSAA. (Id.; Doc. 15 at 3 ¶ 4.) 22 Plaintiff’s insurance policy (the “Policy”) provided UM coverage for five vehicles, with 23 limits of $100,000 per person and $300,000 per accident for each vehicle. (Doc. 15 at 2 24 ¶ 1; Doc. 15-1 at 2, 4.) 25 Plaintiff, through his attorney at Rack Law, made the UM claim with CSAA on 26 February 26, 2021. (Doc. 19 at 7 ¶ 7; Doc. 19-5 at 1.) Around March 15, 2021, CSAA 27 received a letter of representation from Rack Law. (Doc. 15 at 3 ¶ 6; Doc. 19 at 2 ¶ 6.) As 28 Plaintiff’s agent, Rack Law had the authority to negotiate a settlement with CSAA for the 1 UM claim. (Doc. 15 at 3 ¶ 8.) Around April 1, 2022, Rack Law sent a demand letter (the 2 “Demand Letter”) and a “HOLD HARMLESS AGREEMENT” to CSAA asking that 3 CSAA pay Plaintiff over $195,000 for medical expenses. (Id. at 3–5 ¶¶ 11, 18; see also 4 Doc. 19 at 3 ¶ 11.) The demand letter also noted that the $195,000 “is not inclusive of all 5 care. [Rack Law] submit[s] the demand at the present, knowing there is only $100,000 in 6 coverage, and the claim, as presented, significantly exceeds said amount.” (Id. at 3–5 7 ¶¶ 11, 18; see also Doc. 19 at 3 ¶ 11.) Rack Law represented that the Demand Letter’s 8 purpose was to facilitate a settlement agreement and, if settlement were to be reached, 9 Plaintiff must have the check in hand by April 15, 2022. (Doc. 15 at 4 ¶ 13–14.) If 10 settlement was reached pursuant to Plaintiff’s terms, then Plaintiff would release “any and 11 all claims” and “satisfy all liens” against CSAA. (Id. at 4–5 ¶¶ 15–16.) 12 On April 12, 2022, CSAA responded to the Demand Letter as follows: 13 The purpose of this letter is to extend our offer of $100,000 in settlement of your client’s claim. Please note that this offer constitutes a policy limits 14 tender for uninsured motorist bodily injury coverage and the settlement check along with the release has been sent to your office under a separate 15 cover. Please communicate my offer to your client at your earliest convenience. I look forward to concluding this matter in the near future. 16 (Doc. 15-5 at 2.) CSAA also sent a $100,000 check for Plaintiff to Rack Law. (Doc. 15 17 at 5 ¶ 20.) In the comment section of the check, CSAA wrote that the money represented 18 “Full and Final Settlement for Uninsured Motorist Bodily Injury, Inclusive of Any and All 19 Liens, Both Known and Unknown.” (Id. at 5–6 ¶ 21.) The back of the check stated: 20 “Endorsement constitutes acceptance of the Offer of Payment.” (Id. at 6 ¶ 22.) Alongside 21 the check, CSAA sent a “Release of Uninsured Motorist Coverage.” (Id. ¶ 23.) Plaintiff’s 22 counsel received CSAA’s check on April 20, 2022. (Doc. 19 at 6 ¶ 2.) The parties 23 negotiated the settlement check on April 22, 2022, which Plaintiff later accepted. (See 24 Doc. 15 at 6 ¶ 24.) On May 5, 2022, CSAA followed up with Rack Law on the status of 25 the release form for Plaintiff’s claims. (Doc. 19-7.) No response is on the record. 26 On July 28, 2023, nearly fifteen months after the parties negotiated the settlement, 27 the Arizona Supreme Court decided Franklin v. CSAA General Insurance, 532 P.3d 1145 28 (Ariz. 2023), addressing the stacking of underinsured motorist coverage (“UIM”). On 1 August 25, 2023, Plaintiff, relying on the holding in Franklin, demanded CSAA pay 2 additional UM coverage benefits under the Policy. (Doc. 15 at 6 ¶ 27.) CSAA declined to 3 pay. (Id. ¶ 28.) So, Plaintiff filed suit in the Maricopa County Superior Court (Doc. 1-1), 4 leading CSAA to remove the case to this Court. (Doc. 1.) The parties filed a Joint Case 5 Management Report signifying their intent to move for summary judgment to resolve the 6 matter prior to discovery. (Doc. 11 at 5–6.) CSAA’s Motion followed (Doc. 14), which 7 the Court now considers. 8 II. LEGAL STANDARD 9 Summary judgment is appropriate in circumstances where “there is no genuine 10 dispute as to any material fact and the movant is entitled to judgment as a matter of law.” 11 Fed. R. Civ. P. 56(a). Material facts are those that may affect the outcome of a case under 12 the applicable substantive law. Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 248 (1986). 13 Factual disputes are genuine when the evidence could allow a reasonable jury to find in 14 favor of the nonmoving party. Id. “A party asserting that a fact cannot be or is genuinely 15 disputed must support the assertion by . . . citing to particular parts of materials in the 16 record” or by “showing that an adverse party cannot produce admissible evidence to 17 support the fact.” Fed. R. Civ. P. 56(c)(1)(A)–(B). Additionally, the Court may enter 18 summary judgment “against a party who fails to make a showing sufficient to establish the 19 existence of an element essential to that party’s case, and on which that party will bear the 20 burden of proof at trial.” Celotex Corp. v. Catrett, 477 U.S. 317, 322 (1986). 21 When considering a motion for summary judgment, a court must view the evidence 22 in the light most favorable to the nonmoving party. Matsushita Elec. Indus. Co., Ltd. v. 23 Zenith Radio Corp., 475 U.S. 574, 587 (1986). The Court must draw all reasonable 24 inferences in the nonmovant’s favor. Anderson, 477 U.S. at 255. Additionally, the Court 25 does not make credibility determinations or weigh the evidence. Id. at 253. The 26 determination of whether a given factual dispute requires submission to a jury is guided by 27 the substantive evidentiary standards that apply to the case. Id. at 255. 28 The burden initially falls with the movant to demonstrate the basis for a motion for 1 summary judgment, and “identifying those portions of [the record] which it believes 2 demonstrate the absence of a genuine issue of material fact.” Celotex Corp., 477 U.S. at 3 323. If this initial burden is not met, the nonmovant does not need to produce anything 4 even if they would have the ultimate burden of persuasion at trial. Nissan Fire & Marine 5 Ins. Co. v. Fritz Cos., 210 F.3d 1099, 1102–03 (9th Cir. 2000). However, if the initial 6 burden is met by the movant, then the nonmovant has a burden to establish that there is a 7 genuine issue of material fact. Id. at 1103. The nonmovant “must do more than simply 8 show that there is some metaphysical doubt as to the material facts.” Zenith Radio Corp., 9 475 U.S. at 586. Bare assertions alone do not create a material issue of fact, and “[i]f the 10 evidence is merely colorable, or is not significantly probative, summary judgment may be 11 granted.” Anderson, 477 U.S. at 247–50 (citations omitted). 12 III.

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