Cagle v. Sattler

CourtDistrict Court, D. Oregon
DecidedJanuary 3, 2025
Docket3:23-cv-01413
StatusUnknown

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

Bluebook
Cagle v. Sattler, (D. Or. 2025).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF OREGON

ELIZABETH HEATHER CAGLE, Case No.: 3:23-cv-01413-AN Plaintiff, v. OPINION AND ORDER ANDREW E. SATTLER, as trustee of the Toni Jean Reitman Revocable Living Trust, and individually, and DOES 1-5, Defendants. Plaintiff Elizabeth Heather Cagle brings this action against defendants Andrew E. Sattler ("defendant" or "defendant Sattler"), as trustee of the Toni Jean Reitman Revocable Living Trust and individually, and Does 1-5, alleging intentional interference with economic relations. On July 8, 2024, plaintiff filed this Motion to Strike, ECF [21], seeking to strike defendant's counterclaim. After reviewing the parties' pleadings, the Court finds that oral argument will not help resolve this matter. Local R. 7-1(d). For the reasons stated below, plaintiff's motion is DENIED. LEGAL STANDARD Oregon's anti-SLAPP ("Strategic Lawsuit Against Public Participation") statute provides "an expedited procedure for dismissal of certain nonmeritorious civil cases without prejudice at the pleading stage." Neumann v. Liles, 358 Or. 706, 723 (2016); see Or. Rev. Stat. § 31.150. Under the statute, a defendant may bring a special motion to strike a claim that arises out of, in relevant part, "[a]ny oral statement made, or written statement or other document submitted, in connection with an issue under consideration or review by a legislative, executive or judicial body or other proceeding authorized by law." Or. Rev. Stat. § 31.150(1), (2)(b). Oregon's anti-SLAPP procedure is available in a federal diversity action. Card v. Pipes, 398 F. Supp. 2d 1126, 1137 (D. Or. 2004); see United States ex rel. Newsham v. Lockheed Missiles & Space Co., 190 F.3d 963, 972-73 (9th Cir. 1999), cert. denied, 530 U.S. 1203 (2000); Gardner v. Martino, 563 F.3d 981, 986 (9th Cir. 2009). A court considers a special anti-SLAPP motion to strike using a two-step burden-shifting process. Gardner, 563 F.3d at 986. First, the defendant has the initial burden to show that the challenged statement is within one of the categories of civil actions described in the anti-SLAPP statute. Id. If the defendant satisfies its burden, the burden then shifts to the plaintiff "to establish that there is a probability that the plaintiff will prevail on the claim by presenting substantial evidence to support a prima facie case." Id. (quoting Or. Rev. Stat. § 31.150(3)). The analysis in the second step differs in state and federal court. See Planned Parenthood Fed'n of Am., Inc. v. Ctr. for Med. Progress, 890 F.3d 828, 833-35 (9th Cir. 2018). In federal court, "when an anti-SLAPP motion to strike challenges only the legal sufficiency of a claim, a district court should apply the Federal Rule of Civil Procedure 12(b)(6) standard and consider whether a claim is properly stated." Id. at 834. In contrast, "when an anti-SLAPP motion to strike challenges the factual sufficiency of a claim, then the Federal Rule of Civil Procedure 56 standard will apply." Id. If the defendant's motion challenges the factual sufficiency of a claim, "discovery must be allowed . . . before any decision is made by the court." Id. The court shall grant the special motion to strike unless the plaintiff meets its burden. Davoodian v. Rivera, 327 Or. App. 197, 201, 535 P.3d 309 (2023) (citing Or. Rev. Stat. § 31.150(1)). BACKGROUND Plaintiff disputes the validity and administration of decedent's Toni Jean Reitman Revocable Living Trust (the "Trust"). Plaintiff initially brought three claims, asserting that title to the property where decedent, her mother, had lived (the "Property") was improperly vested in the Trust because the Trust was invalidly established. On June 3, 2024, the Court dismissed plaintiff's declaratory judgment and accounting claims with prejudice for lack of subject matter jurisdiction, reasoning that those claims fell within the meaning of the probate exception. Op. & Order of June 3, 2024, ECF [19], at 4-5. Plaintiff's intentional interference with economic relations claim remains. On June 17, 2024, defendant Sattler filed an answer in which he asserted affirmative defenses and a counterclaim for attorney's fees. Regarding the counterclaim, defendant alleges that on October 16, 2023, plaintiff caused a notice of lis pendens to be recorded in Clatsop County Recorder of Deeds (Recording Instrument No. 202305550). Def. Answer, Aff. Defs. & Countercl. ("Def. Answer"), ECF [20], ¶ 49. The lis pendens gave notice to the public, including prospective buyers of the Property, of this action "[t]o void [the] Trust's title to the [P]roperty." Id. Plaintiff sought to void the Trust, but this Court dismissed plaintiff's declaratory judgment and accounting claims for lack of subject matter jurisdiction. Id. ¶ 50; Op. & Order of June 3, 2024. Defendant alleges that because plaintiff brought improper claims for an accounting of the Trust's assets and a declaration that the Trust is invalid and caused a lis pendens to be recorded, defendant has incurred unnecessary attorney's fees. Def. Answer ¶ 50. Defendant also alleges that he continues to incur attorney's fees defending against plaintiff's claim for intentional interference with economic relations and will incur such fees until the lis pendens is removed. Accordingly, defendant alleges that pursuant to Oregon Revised Statute ("ORS") § 130.815, he is entitled to recover attorney's fees, costs, and expenses incurred in defending against plaintiff's claims. Id. ¶¶ 54- 55; see Or. Rev. Stat. § 130.815 ("In a judicial proceeding involving the validity or administration of a trust, the court may award costs and expenses and reasonable attorney's fees to any party, to be paid by another party or from the trust."). On July 8, 2024, plaintiff, as counter defendant, moved to strike defendant's counterclaim for attorney's fees under Oregon's anti-SLAPP statute. Pl. Mot. to Strike, ECF [21]. DISCUSSION Because plaintiff invokes the Court's diversity jurisdiction, Oregon's anti-SLAPP procedure is available in this action. The Court analyzes plaintiff's special motion to strike under the two- step burden-shifting process. A. Protected Activity At the first step of the anti-SLAPP analysis, the moving defendant "has the initial burden of making a prima facie showing that the claim against which the motion is made arises out of a statement, document or conduct" protected by the statute. Or. Rev. Stat. § 31.150(3). Protected activities under the statute include "[a]ny oral statement made, or written statement or other document submitted, in connection with an issue under consideration or review by a . . . judicial body." Or. Rev. Stat. § 31.150

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Bluebook (online)
Cagle v. Sattler, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cagle-v-sattler-ord-2025.