Boeken v. Philip Morris USA, Inc.

72 Cal. Rptr. 3d 454, 159 Cal. App. 4th 1391, 2008 Cal. App. LEXIS 215
California Court of Appeal·Decided February 11, 2008·No. B198220·Published

Opinion

72 Cal.Rptr.3d 454 (2008)
159 Cal.App.4th 1391

Judy BOEKEN, Plaintiff and Appellant,
v.
PHILIP MORRIS USA, INC., Defendant and Respondent.

No. B198220.

Court of Appeal of California, Second District, Division Five.

February 11, 2008.

*457 Law Offices of Michael J. Piuze, Michael J. Piuze, Los Angeles; and Kenneth Chesebro for Plaintiff and Appellant.

Horvitz & Levy, Lisa Perrochet, Adam M. Flake, Encino; Shook, Hardy & Bacon, Lucy E. Mason and Patrick J. Gregory, San Franscico, for Defendant and Respondent.

MOSK, J.

INTRODUCTION

In affirming the trial court's judgment of dismissal, we hold that the final adjudication on the merits of plaintiffs loss-of-consortium claim against defendant results in a res judicata bar of plaintiffs subsequent wrongful death action for loss-of-consortium damages against' defendant arising from the same injury to plaintiffs spouse that was the basis of the adjudicated loss-of-consortium claim.

BACKGROUND

In March 2000, Richard Boeken (Mr. Boeken), the husband of plaintiff and appellant Judy Boeken (plaintiff), brought an action against defendant and respondent Philip Morris USA, Inc. (Philip Morris) alleging that cigarettes manufactured by Philip Morris caused Mr. Boeken's terminal lung cancer. Mr. Boeken prevailed in his lawsuit and obtained a judgment *458 against Philip Morris for $5.5 million in compensatory damages and $50 million in punitive damages. (See Boeken v. Philip Morris Inc. (2005) 127 Cal.App.4th 1640, 26 Cal.Rptr.3d 638.) Philip Morris satisfied that judgment.

In October 2000, white Mr. Boeken's lawsuit was pending, plaintiff brought a separate action against Philip Morris seeking damages for loss of consortium. Plaintiff alleged that Mr. Boeken, as a result of his illness, was "unable to perform the necessary duties as a spouse" involving "the care, maintenance and management of the family home" and that plaintiff suffered a "loss of love, affection, society, companionship, sexual relations, and support...." Plaintiff further alleged that Mr. Boeken "will not be able to perform such work, services, and duties in the future," and thus she was "permanently deprived and will be deprived of the consortium of Plaintiffs spouse...." In February 2001, for reasons not indicated in the record, plaintiff voluntarily dismissed her loss-of-consortium claim with prejudice.[1]

In January 2002, Mr. Boeken died of his cancer. In June 2006, plaintiff filed this wrongful death action against Philip Morris pursuant to Code of Civil Procedure section 377.60[2]—part of the California wrongful death statute. Plaintiff filed suit in her individual capacity; as trustee of the Richard and Judy Boeken Revocable Trust; and as the guardian ad litem of her minor son, Dylan Boeken. In her individual capacity, plaintiff sought to recover funeral expenses[3] for Mr. Boeken and "[g]eneral damages for the loss of love, companionship, comfort, affection, society, solace, and moral support" that she suffered as the result of Mr. Boeken's death. This appeal concerns only the claim asserted by plaintiff in her individual capacity.

Philip Morris demurred to plaintiffs complaint, arguing that because plaintiffs loss-of-consortium and wrongful death claims were both based on the same primary right, plaintiffs dismissal with prejudice of her loss-of-consortium claim resulted in the res judicata bar of her wrongful death claim. The trial court agreed, concluding that the loss-of-consortium and wrongful death actions sought essentially the same damages. The trial court reasoned that because plaintiff had the opportunity to litigate her right to such damages in her prior action, she was precluded from asserting a cause of action to recover those damages in this lawsuit. The trial court sustained the demurrer without leave to amend as to the claim asserted by plaintiff in her individual capacity. Plaintiff timely appealed.[4]

DISCUSSION

A. Standard of Review

An appeal from a judgment dismissing an action after the trial court sustains a demurrer without leave to amend presents a question of law that we review de novo. (McCall v. PacifiCare of Cal., *459 Inc. (2001) 25 Cal.4th 412, 415, 106 Cal. Rptr.2d 271, 21 P.3d 1189; Batt v. City and County of San Francisco (2007) 155 Cal.App.4th 65, 71, 65 Cal.Rptr.3d 716; Morgan Creek Residential v. Kemp (2007) 153 Cal.App.4th 675, 683, 63 Cal.Rptr.3d 232.) We give the complaint a reasonable interpretation, reading it as a whole and its parts in their context. (City of Dinuba v. County of Tulare (2007) 41 Cal.4th 859, 865, 62 Cal.Rptr.3d 614, 161 P.3d 1168.) We treat the demurrer as admitting all material facts properly pleaded, but not contentions, deductions or conclusions of fact or law. (Evans v. City of Berkeley (2006) 38 Cal.4th 1, 6, 40 Cal.Rptr.3d 205, 129 P.3d 394.) We also consider matters that may be judicially noticed, for a complaint otherwise good on its face is subject to demurrer when facts judicially noticed render it defective. (Ibid.; see § 430.30, subd. (a).) If the facts necessary to show that an action is barred by res judicata are within the complaint or subject to judicial notice, a trial court may properly sustain a general demurrer on that ground. (Tensor Group v. City of Glendale (1993) 14 Cal.App.4th 154, 159, 17 Cal.Rptr.2d 639; Frommhagen v. Board of Supervisors (1987) 197 Cal.App.3d 1292, 1299, 243 Cal. Rptr. 390; Carroll v. Puritan Leasing Co. (1978) 77 Cal.App.3d 481, 485, 143 Cal. Rptr. 772.)

B. Res Judicata and the Primary Rights Doctrine

"`Res judicata' describes the preclusive effect of a final judgment on the merits. Res judicata, or claim preclusion, prevents relitigation of the same cause of action in a second suit between the same parties or parties in privity with them.... Under the doctrine of res judicata, if a plaintiff prevails in an action, the cause is merged into the judgment and may not be asserted in a subsequent lawsuit; a judgment for the defendant serves as a bar to further litigation of the same cause of action." (Mycogen Corp. v. Monsanto Co. (2002) 28 Cal.4th 888, 896-897, 123 Cal. Rptr.2d 432, 51 P.3d 297, fn. omitted (Mycogen ); see also § 1908, subd. (a)(2).) "Under this doctrine, all claims based on the same cause of action must be decided in a single suit; if not brought initially, they may not be raised at a later date. `"Res judicata precludes piecemeal litigation by splitting a single cause of action or relitigation of the same cause of action on a different legal theory or for different relief."` [Citation.] A predictable doctrine of res judicata benefits both the parties and the courts because it `seeks to curtail multiple litigation causing vexation and expense to the parties and wasted effort and expense in judicial administration.' [Citation.]" (Mycogen, supra, 28 Cal.4th at p. 897, 123 Cal.Rptr.2d 432, 51 P.3d 297.)[5]

Res judicata applies if (1) the judgment in the prior proceeding is final and on the merits; (2) the present proceeding is on the same cause of action as the prior proceeding; and (3) the parties in the present proceeding or parties in privity with them were parties in the prior proceeding. (In re Anthony H. (2005) 129 Cal.App.4th 495, 503, 28 Cal.Rptr.3d 575; Federation of Hillside & Canyon Assns. v. City of Los Angeles (2004) 126 Cal.App.4th 1180, 1202, 24 Cal.Rptr.3d 543; see Busick *460 v.

Free access — add to your briefcase to read the full text and ask questions with AI

Boeken v. Philip Morris USA, Inc., 72 Cal. Rptr. 3d 454, 159 Cal. App. 4th 1391, 2008 Cal. App. LEXIS 215 (Cal. Ct. App. 2008).

72 Cal. Rptr. 3d 454 (Boeken v. Philip Morris USA, Inc.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

American Export Lines, Inc. v. Alvez
446 U.S. 274 (Supreme Court, 1980)
Durham Ex Rel. Estate of Wade v. U-Haul International
745 N.E.2d 755 (Indiana Supreme Court, 2001)
White v. Ultramar, Inc.
981 P.2d 944 (California Supreme Court, 1999)
Justus v. Atchison
565 P.2d 122 (California Supreme Court, 1977)
Lakin v. Watkins Associated Industries
863 P.2d 179 (California Supreme Court, 1993)
Gikas v. Zolin
863 P.2d 745 (California Supreme Court, 1993)
Slater v. Blackwood
543 P.2d 593 (California Supreme Court, 1975)
Krouse v. Graham
562 P.2d 1022 (California Supreme Court, 1977)
Borer v. American Airlines, Inc.
563 P.2d 858 (California Supreme Court, 1977)
Cody v. Peak
149 S.E.2d 521 (Court of Appeals of Georgia, 1966)
Buckley v. Chadwick
45 Cal. 2d 183 (California Supreme Court, 1955)
Ochoa v. Superior Court
703 P.2d 1 (California Supreme Court, 1985)
Rodriguez v. Bethlehem Steel Corp.
525 P.2d 669 (California Supreme Court, 1974)
Elden v. Sheldon
758 P.2d 582 (California Supreme Court, 1988)
Horwich v. Superior Court
980 P.2d 927 (California Supreme Court, 1999)
Agarwal v. Johnson
603 P.2d 58 (California Supreme Court, 1979)
Novelli v. Johns-Manville Corp.
576 A.2d 1085 (Supreme Court of Pennsylvania, 1990)
Crowley v. Katleman
881 P.2d 1083 (California Supreme Court, 1994)
Bernhard v. Bank of America National Trust & Saving Association
122 P.2d 892 (California Supreme Court, 1942)