Bautista v. Torres

Superior Court of Guam·Decided October 3, 2025·No. CV0471-07·Unknown

Opinion

•· Fl LED

FILED . '' I

SUPERIOR SUPERIOR CQURT

COURT

l OF GUAM OF GUAM

2 20250CT 'S PH 2025 OCT "'3 *3: u l~

PH3:!JI

3 CLERK UF CLERK OF COURT

COURT -

.

~

4 BY: BY:

5

6 IN THE SUPERIOR COURT OF GUAM 7

8 8 ROSARIO S.

s. BAUTISTA

BAUTISTA and

MANUEL C.

c. SHOLING,

SHOLING, CWIL CIVIL CASE

CASE NO.

NO. CV0471-07

CV0471-07

9 Plaintiffs,

IO 10 DECISION AND ORDER 11 11 vs.

12 12 FRANCISCO TORRES, Individually and as the Previous Special Administrator and Now 13 13 Executor of of the Estate of Jesus U. Tories, Torres, and

14 Peter F. Perez,

15 15 Defendants.

Defendants.

16 16

17 DANIEL U. TORRES and BARBARA M. DeMELLO, TRUSTEE 18 UNDER THE ESTABAN TORRES FAMILY 19 TRUST DATED MAY 12, 12, 1995,

1995,

20 20 Plaintiff Plaintiff Interveners,

Intervenors,

21 vs.

22 22 ROSARIO S.

s. BAUTISTA

BAUTISTA and

23 MANUEL C.

c. SHOLING,

SHOLING,

24 24 Defendants 25 and

26 26 GLORIA C.

c. SHOLING,

SHOLING,

Z7 27 Third Party Defendant.

28 28

Eautisla Bautista v. Tories v. Torres

Case No. CV0471 CV0471-07

Decision Decision and and Order

Order

Page Page I off

of?

1 INTRODUCTION 2 This matter came before the Honorable Vernon came before Vernon P.

P. Perez on June

June 6,

6, 2025,

2025, for

for hearing on

3 3 Successor Plaintiff Catherine Successor Plaintiff CatherineSholing's Sholing's("Successor

("SuccessorPlaintiff')

Plaintiff')Joinder

Joiner Motion.

Motion. Present

Present were

were

4 Attorney Watson Wayson Wong

Wong on behalf of

of Successor Plaintiff and Attorney Successor Plaintiff Attorney Mitchell Mitchell F.

F. Thompson on

5 behalf of ofDefendant

Defendant Peter

Peter F.

F. Perez

Perez ("Defendant Perez").

Perez"). Having

Having reviewed

reviewed the

the pleadings,

pleadings, the

the

6 arguments presented, presented, and

andthe

therecord,

record,the

theCourt

Courtnow

now issues

issuesthe

thefollowing

following Decision and Order.

7 BACKGROUND 8 This matter arose from matter arose from a retainer agreementsigned retainer agreement signedon on October

October 15,

15, 1987

1987 ("1987

("l987

9 agreement") Ms. Ana agreement") between Ms. Ana Sholing Sholing ("Ms.

("Ms. Sholing")

Sholing")and

and Attorney

Attorney Jesus U. Torres

Jesus U. Torres("Attorney ("Attorney

10 10 Torres"), in which Torres"), in Torres would Attorney Tories

which Attorney would provide providelegal

legalservices

servicesto

tofamily

familymembers

members in

in exchange

exchange

11 11 for ten for percent (10%)

ten percent (10%) of ofthe

the monthly

monthly rental

rental earnings from the Pacific Islands the Pacific Islands Club Club Property

Property in

in

12 of for a period of twenty-five (25)

Tumon (25) years.

years. Ms.

Ms.Sholing

Sholingwas

wasthe

the mother

mother of

of Plaintiffs

Plaintiffs Manuel

Manuel

13 13 C. Sholing and Rosario Rosario S.

S. Bautista

Bautista(collectively,

(collectively, "Plaintiffs")

"Plaintiffs") and

and Third-Party

Third-Party Defendant

Defendant Gloria

14 C. Sholing. Plaintiffs Plaintiffsallege

allegeimproprieties

improprietiesininthe

thehandling

handlingofoftheir

theirbusiness

business and

and financial affairs

15 15 by Attorney Tories Torres and,

and, following

followinghis

hisdeath,

death, by

byDefendant Perez. 1

Defendant Perez.1

16 This matter has hasan

anextensive

extensiveprocedural

proceduralhistory.

history. Most

Most relevant

relevant to this Decision Decision and

and Order

17 thefollowing:

is the following:

18 18 On June 4, 2021, June 4, 2021, a Suggestion Suggestion of

of Death

Death on the

the Record under GuamRules under Guam Rulesof

of Civil

19 19 Procedure ("GRCP") Rule Procedure ("GRCP") Rule 25(a)

25(a) was

was filed

filedby

byAttorney

AttorneyWong,

Wong,setting

settingforth

forth that

that Plaintiffs

Plaintiffs //

20 Intervention Intervention Defendants Rosario S. Battista Bautista and

and Manuel

Manuel C. Sholing

Sholing died

died during

during the pendency

pendency of

21 this action.

action.

22 22 On July 7, 2021, 2021, Jose

JoseS.S.Bautista

Bautista("Jose")

("Jose")and

andCatherine

Catherine("Catherine")

("Catherine") B.

B. Sholing

Sholing filed

filed a

23 Motion Motion toto Substitute Substitute Parties

Parties as

as prospective successors. The prospective successors. The Court Court granted

granted the

the Motion

Motion to

24 24 Substitute astotoCatherine Substitute as Catherinesubstituting substitutingfor

forManuel

Manuel C.

C. Sholing

Sholingin

in Count

Count Eight.

Eight. (Dec.

(Dec. &

& Order at

25 25 15, Jul.

Jul. 25, 25, 2022).

2022). The Court denied the Motion Motion to

to Substitute

Substitute for

for Jose

Jose substituting for Rosario S.

S.

26 26 Bautista Bautista in in Count

Count Eight and for both Catherine and Jose Josefor

for Counts

Counts Ten

Ten through

throughTwelve,

Twelve, finding

finding

27 27 11 Attorney Attorney Tories Torrespassed

passed away

away in

in August

August 2002,

2002, and

and Ana

AnaSholing

Sholingpassed

passed away

away in

in September

September 2005. Battista

Bautista v.

28 Tories, 17,r'll.

Torres, 2017 Guam Guam 17 7.

Bautista v.

v. Torres

Tories

Case No.

No. CV0471-07

CV047l-07

Decision Decision and and Order

Page Page 2 of

of7

l they lacked standingtoto assert lacked standing assertthe claims.Id.

theclaims. Id The

The Court

Court found

found that

that there

there was "nothing in

in the

the

2 record ...

...suggesting

suggestingthat

thathe

theproposed

proposedsuccessors

successors are

are suing in

in their

their capacity

capacity as

as trustees of the

3 3 respective trusts."

trusts." (Dec.

(Dec. &

& Order at

at 11,

ll, Jul.

Jul.25,

25, 2022).

2022). The

TheCourt

Courtdetermined

determinedthat

that because

because "the

4 beneficiary of beneficiary ofaatrust trust generally

generallyisisnot

notthe

the real

real party

partyinininterest

interestand

andmay

may not

not sue

sue in

in the

the name of the

5 trust," the prospective successors successorshad

hadno standing. Id.

nostanding. Id

6 On August 10, 2023, 2023, the

the Court

Court granted

granted in

in part

part Jose

Joseand

andCatherine's

Catherine'sMotion

Motion to Reconsider

7 as to to Jose Jose substituting

substitutingasasplaintiff plaintiff for

for Rosario

Rosario S.

S. Bautista

Bautistain

in Count

Count Eight.

Eight. (Dec.

(Dec. & Order at 8,

8s Aug. 10, 2023).

2023). The Court gave Jose the theopportunity

opportunity within

within forty-five

forty-fivedays

days ofofthe

theissuance

issuance of

of the

9 Decision Decision and and Order to petition

petition for

for the

the appointment

appointment of

ofCatherine

Catherine as administrator for his mother's

Io 10 ancillary ancillary estate estate on

on Guam

Guam and have her pursue the the Eighth

Eighth Count.

11 11 On September 19, 2023, September 19, 2023,the

theCourt

Court granted

grantedBautista's

Bautista'sApplication

Application for

for Ex Parte Relief,

112 giving giving him him an

an extension to file his petition petition for

for an

an ancillary

ancillary probate

probate by October 17, 2023.

2023. (Order,

13 13 Sept. 19, 2023).

Sept. 19, 14 14 On March 1, 1, 2024, Successor

SuccessorPlaintiff

Plaintiff filed

filed an Appearance

Appearance of

of Administratrix Catherine Catherine

15 15 B.

B. Sholing Sholing advising advising that

that "Catherine B. Sholing Sholing was duly appointed appointed the Guam

Guam administratrix

administratrix of

of

16 S. Bautista's]

[Jose S. Bautista's] estate topursue estate to pursuehis

hismother's

mother's claims

claims in

in the

theEighth

Eighth Count

Count of

of the

theThird

Third Amended

17 Complaint for for this

this case"

case" and

and that

that as

as "administrator,

"administrator, she

she enters

enters her

her appearance

appearance in this

this case

case to

18 IS pursue Rosario Rosario S.

S. Bautista's

Bautista's claims

claimsin

in the

theEighth

EighthCount

Countof

ofthe

theThird

Third Amended

AmendedComplaint."

Complaint." The

19 pleading attached attached aa copy

copy of

of the

the Letters

Letters of

of Administration

Administration tiled

filed on

onFebruary

February 24,

24, 2024

2024 in

in Probate

Probate

20 20 Case No.

No. PR0167-23.

21 On On February 10, 2025,

February 10, 2025, Successor SuccessorPlaintiff

Plaintifffiled

filed the

the instant

instantJoinder

Joiner Motion.

Motion. Successor

Successor

22 22 Plaintiffmoves Plaintiff the Court moves the Court to

to join

joinJose

Jose as aaplaintiff

plaintiff in

in this

this case for the Tenth

case for Tenth to

to Twelfth

Twelfth Counts of

of

23 23 the Third Amended the Third Complaint2 pursuant Amended Complaints to GRCP pursuant to Rule 19.

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