Brighton Trustees, LLC v. Transamerica Life Insurance Company

CourtDistrict Court, C.D. California
DecidedNovember 4, 2019
Docket2:19-cv-04210
StatusUnknown

This text of Brighton Trustees, LLC v. Transamerica Life Insurance Company (Brighton Trustees, LLC v. Transamerica Life Insurance Company) is published on Counsel Stack Legal Research, covering District Court, C.D. California primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brighton Trustees, LLC v. Transamerica Life Insurance Company, (C.D. Cal. 2019).

Opinion

UNITED STATES DISTRICT COURT CENTRAL DISTRICT OF CALIFORNIA CIVIL MINUTES — GENERAL ‘O’ No. 2:19-cv-04210-CAS(GJSx) Date November 4, 2019 Title BRIGHTON TRUSTEES, ET AL. v. TRANSAMERICA LIFE INSURANCE COMPANY

Present: The Honorable CHRISTINA A. SNYDER Catherine Jeang Laura Elias N/A Deputy Clerk Court Reporter / Recorder Tape No.

Attorneys Present for Plaintiffs: Attorneys Present for Defendants: Khai LeQuang Hutson Smelley David Gomez

Proceedings: DEFENDANT’S MOTION TO DISMISS SECOND AMENDED COMPLAINT (Dkt. [ 42 ], filed September 25, 2019) I. INTRODUCTION AND BACKGROUND The Court previously set out the factual and procedural background of this case in its August 28, 2019 order. Accordingly, the Court only recites the background that gives rise to the present motion to dismiss. Plaintiffs Brighton Trustees, LLC (“Brighton”), Cook Street Master Trust (“Cook Street”), Diamond LS Trust (“Diamond LS”), and Bank of Utah filed this action against defendant Transamerica Life Insurance Company (“Transamerica”) on May 15, 2019. Dkt. 1. On June 10, 2019, Brighton, Cook Street, Diamond LS, Bank of Utah, and additional plaintiffs, Cook Street Master Trust II] and Wilmington Trust, National Association, filed a first amended complaint against Transamerica. Dkt. 14 (“FAC”). The FAC asserts claims for: (1) breach of contract; (2) contractual breach of the implied covenant of good faith and fair dealing: (3) tortious breach of the implied covenant of good faith and fair dealing; and (4) declaratory relief. Id. Transamerica moved to dismiss the FAC on July 10, 2019. Dkt. 28. On August 28, 2019, the Court granted, in part, and denied, in part, Transamerica’s motion to dismiss. Dkt. 37. The Court denied Transamerica’s motion to dismiss for lack of personal jurisdiction and for lack of standing. Id. The Court dismissed, without prejudice,

UNITED STATES DISTRICT COURT CENTRAL DISTRICT OF CALIFORNIA CIVIL MINUTES — GENERAL ‘O’ No. 2:19-cv-04210-CAS(GJSx) Date November 4, 2019 Title BRIGHTON TRUSTEES, ET AL. v. TRANSAMERICA LIFE INSURANCE COMPANY

plaintiffs’ express breach of contract claim to the extent that it relied on an allegation that Transamerica breached plaintiffs’ policies “by increasing the Monthly Deduction Rates in an attempt to circumvent the guaranteed minimum interest rate.” Id. at 16 (internal punctuation omitted) (citing FAC § 76(b)). The Court also dismissed, without prejudice, plaintiffs’ claim for tortious breach of the implied covenant. Dkt. 37 at 21-23. The Court first noted that plaintiffs’ claims were premised on allegations that “Transamerica’s MDR increases deprived policyholders and owners [of] benefits in the form of the Accumulation Value and monthly accrual of guaranteed interest.” Id. at 22. The Court concluded that Transamerica’s deprivation of these benefits relates to the savings component of Transamerica’s universal life insurance policies, rather than the insurance component, and therefore “do[es]| not implicate the ‘special relationship’ between insureds and insurer that animate|s] the narrow exception providing a tort claim in the insurance context.” Id. (citing EFG Bank AG, Cayman Branch v. AXA Equitable Life Ins. Co., 309 F. Supp. 3d 89, 96 (S.D.N.Y. 2018)). To the extent that plaintiffs’ claim for tortious breach of the implied covenant depended on allegations that “Transamerica breached the policies’ terms when increasing the MDRs and that Transamerica increased the MDRs to cause policy lapses or surrenders before death benefits became due,” the Court distinguished the plaintiffs in this case from the elderly insured plaintiffs to whom the Court extended the tort remedy in another case, Thompson v. Transamerica Life Ins. Co., No. 2:18-cv-05422-CAS-GIS, 2018 WL 6790561, (C.D. Cal. Dec. 26, 2018). Dkt. 37 at 23. On September 11, 2019, Brighton Trustees, Cook Street Master Trust, Diamond LS Trust, and Bank of Utah (collectively, “plaintiffs”) filed the operative second amended complaint against Transamerica.’ Dkt. 40 (“SAC”). The SAC asserts claims against Transamerica for: (1) breach of contract; (2) contractual breach of the implied covenant of good faith and fair dealing; (3) tortious breach of the implied covenant of good faith and fair dealing; (4) conversion; and (5) declaratory relief. Id. Transamerica moved to dismiss the SAC on September 25, 2019. Dkt. 42-1 (“Mot.”). Plaintiffs filed an opposition on October 11, 2019. Dkt. 43 (‘Opp.”). Transamerica filed a reply on October 21, 2019. Dkt. 44 (“Reply”).

Wilmington Trust, National Association and Cook Street Master Trust III voluntarily dismissed their claims against Transamerica without prejudice on September 6, 2019. Dkt. 38.

UNITED STATES DISTRICT COURT CENTRAL DISTRICT OF CALIFORNIA CIVIL MINUTES —- GENERAL ‘Oo’ No. 2:19-cv-04210-CAS(GJSx) Date November 4, 2019 Title BRIGHTON TRUSTEES, ET AL. v. TRANSAMERICA LIFE INSURANCE COMPANY

The Court held a hearing on November 4, 2019. Having carefully considered the parties’ arguments, the Court finds and concludes as follows.

Il. LEGAL STANDARD A motion pursuant to Federal Rule of Civil Procedure 12(b)(6) tests the legal sufficiency of the claims asserted in a complaint. Under this Rule, a district court properly dismisses a claim if “there is a ‘lack of a cognizable legal theory or the absence of sufficient facts alleged under a cognizable legal theory.”” Conservation Force v. Salazar, 646 F.3d 1240, 1242 (9th Cir. 2011) (quoting Balisteri v. Pacifica Police Dep’t, 901 F.2d 696, 699 (9th Cir. 1988)). “While a complaint attacked by a Rule 12(b)(6) motion to dismiss does not need detailed factual allegations, a plaintiffs obligation to provide the ‘grounds’ of his ‘entitlement to relief’ requires more than labels and conclusions, and a formulaic recitation of the elements of a cause of action will not do.” Bell Atlantic Corp. v. Twombly, 550 U.S. 544, 555 (2007) (internal citations omitted). “Factual allegations must be enough to raise a right to relief above the speculative level.” Id. (internal citations omitted). In considering a motion pursuant to Rule 12(b)(6), a court must accept as true all material allegations in the complaint, as well as all reasonable inferences to be drawn from them. Pareto v. FDIC, 139 F.3d 696, 699 (9th Cir. 1998). The complaint must be read in the light most favorable to the nonmoving party. Sprewell v. Golden State Warriors, 266 F.3d 979, 988 (9th Cir. 2001). However, “a court considering a motion to dismiss can choose to begin by identifying pleadings that, because they are no more than conclusions, are not entitled to the assumption of truth. While legal conclusions can provide the framework of a complaint, they must be supported by factual allegations.” Ashcroft v. Iqbal, 556 U.S. 662, 679 (2009): see Moss v. United States Secret Service, 572 F.3d 962, 969 (9th Cir. 2009) (“[F]or a complaint to survive a motion to dismiss, the non-conclusory “factual content,’ and reasonable inferences from that content, must be plausibly suggestive of a claim entitling the plaintiff to relief.”). Ultimately, “[d]etermining whether a complaint states a plausible claim for relief will . . .

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

Related

Bell Atlantic Corp. v. Twombly
550 U.S. 544 (Supreme Court, 2007)
Ashcroft v. Iqbal
556 U.S. 662 (Supreme Court, 2009)
Conservation Force v. Salazar
646 F.3d 1240 (Ninth Circuit, 2011)
Bastanchury v. Times-Mirror Co.
156 P.2d 488 (California Court of Appeal, 1945)
Freeman & Mills, Inc. v. Belcher Oil Co.
900 P.2d 669 (California Supreme Court, 1995)
Foley v. Interactive Data Corp.
765 P.2d 373 (California Supreme Court, 1988)
Brandt v. Superior Court
693 P.2d 796 (California Supreme Court, 1985)
Estate of Barr
231 P.2d 876 (California Court of Appeal, 1951)
Murphy v. Allstate Insurance
553 P.2d 584 (California Supreme Court, 1976)
Cates Construction, Inc. v. Talbot Partners
980 P.2d 407 (California Supreme Court, 1999)
Moss v. U.S. Secret Service
572 F.3d 962 (Ninth Circuit, 2009)
Spindle v. Travelers Insurance Companies
66 Cal. App. 3d 951 (California Court of Appeal, 1977)
Helfand v. Nationall Union Fire Insurance
10 Cal. App. 4th 869 (California Court of Appeal, 1992)
Security Officers Service, Inc. v. State Compensation Insurance Fund
17 Cal. App. 4th 887 (California Court of Appeal, 1993)
Notrica v. State Compensation Insurance Fund
83 Cal. Rptr. 2d 89 (California Court of Appeal, 1999)
Brizuela v. Calfarm Insurance
10 Cal. Rptr. 3d 661 (California Court of Appeal, 2004)
Gutierrez v. Wells Fargo & Co.
622 F. Supp. 2d 946 (N.D. California, 2009)

Cite This Page — Counsel Stack

Bluebook (online)
Brighton Trustees, LLC v. Transamerica Life Insurance Company, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brighton-trustees-llc-v-transamerica-life-insurance-company-cacd-2019.