Caroline R. Homan, Individually, and on Behalf of the Class v. Colonial Penn Life Insurance Company

CourtDistrict Court, E.D. California
DecidedDecember 11, 2025
Docket1:25-cv-00296
StatusUnknown

This text of Caroline R. Homan, Individually, and on Behalf of the Class v. Colonial Penn Life Insurance Company (Caroline R. Homan, Individually, and on Behalf of the Class v. Colonial Penn Life Insurance Company) is published on Counsel Stack Legal Research, covering District Court, E.D. California primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Caroline R. Homan, Individually, and on Behalf of the Class v. Colonial Penn Life Insurance Company, (E.D. Cal. 2025).

Opinion

4 5 6 UNITED STATES DISTRICT COURT 7 EASTERN DISTRICT OF CALIFORNIA 8 9 CAROLINE R. HOMAN, Individually, Case No. 1:25-cv-00296-JLT-SAB and on Behalf of the Class, 10 FINDINGS AND RECOMMENDATIONS Plaintiff, RECOMMENDING DENYING PLAINTIFF’S 11 MOTION TO REMAND v.

12 (ECF No. 10) COLONIAL PENN LIFE INSURANCE 13 COMPANY, OBJECTIONS DUE WITHIN FOURTEEN DAYS 14 Defendant. 15 Before the Court is Plaintiff Caroline R. Homan’s motion to remand this matter back to 16 California Superior Court, Mariposa County. A hearing was held in this matter on September 3, 17 2025, and the Court allowed for supplemental briefing by the parties. (ECF Nos. 27, 28, 29.) 18 Sarah Bell, Esq., appeared on behalf of Plaintiff. Kathy Huang, Esq., appeared on behalf of 19 Defendant. Based on the papers, the record, and the arguments presented at the hearing and in the 20 supplemental briefs, the Court will recommend denying Plaintiff’s motion to remand. 21 I. 22 BACKGROUND 23 This is a putative class action for alleged violations of the California Insurance Code, 24 §§ 10113.71 and 10113.72. (ECF No. 1, Exh A, Complaint, ¶¶ 1-15.) Plaintiff is Caroline R. 25 Homan, an individual and beneficiary of a life insurance policy that insured her late husband’s 26 life. (Id. at ¶ 11.) Defendant is Colonial Penn Life Insurance Company, a Pennsylvania 27 corporation doing business in California that is licensed to sell life insurance. (Id. at ¶ 12.) 28 1 Plaintiff alleges that Defendant violated the Insurance Code when it terminated the relevant life 2 insurance policy, and Plaintiff asserts that the policy must be restored. (Id. at ¶¶ 1-15.) 3 As relevant here, the California Insurance Code generally require that life insurers 4 provide: (1) a 60-day grace period in the policy contract and in practice, § 10113.71(a); (2) 5 sufficient notice of missed premium and “of pending lapse and termination” prior to the effective 6 termination date, § 10113.71(b); and (3) an annual opportunity to designate a third party to 7 receive notice of a potential termination of benefits for nonpayment of a premium, § 10113.72. 8 Plaintiff observes that California Supreme Court has characterized these statutes as: 9 provide[ing] consumer safeguards from which people who have purchased life insurance coverage, especially seniors, would 10 benefit. Under existing law, individuals can easily lose the critical protection of life insurance if a single premium is accidentally 11 missed (even if they have been paying premiums on time for many years) . . . Therefore, the protections provided by [these statutes] 12 are intended to make sure policyholders have sufficient warning that their premium may lapse due to nonpayment. 13 (ECF No. 10-1, p. 3, quoting McHugh v. Protective Life Ins. Co., 12 Cal. 5th 213, 241, 494 P.3d 14 24 (Cal. 2021).) 15 Plaintiff essentially alleges violations of these Insurance Code statutes when Defendant 16 terminated the policy, originally purchased by Plaintiff’s now late husband. (ECF No. 1, Exh A, 17 Complaint, ¶¶ 36-47.) Indeed, following the death of her husband, Plaintiff contacted Defendant 18 to file a claim but was informed that the policy had been terminated for nonpayment only months 19 earlier with no 60-day grace period, no notice of pending lapse or termination, and no annual 20 opportunity to designate a third party to receive notice of potential termination of benefits for 21 nonpayment of a premium. (Id.) Defendant notified Plaintiff that would not pay her claim. (Id. 22 at ¶ 45.) 23 On February 4, 2025, Plaintiff commenced this action in California Superior Court, 24 Mariposa County, bringing one cause of action: violation of California’s Unfair Competition 25 Law, Cal. Bus. & Prof. Code § 17200. (ECF No. 1, Exh. A., Complaint, ¶¶ 1, 58-70.) Plaintiff 26 explicitly prays for only class certification, injunctive relief, restitution, and attorney’s fees. (Id. 27 at p. 31.) On March 10, 2025, Defendant removed the action to this Court. (ECF No. 1.) On 28 1 April 9, 2025, Plaintiff moved for remand, and the assigned District Judge referred the motion to 2 the undersigned for the preparation of findings and recommendations. (ECF Nos. 10, 15.) The 3 motion has been fully briefed, (ECF Nos. 22, 23), and the Court held a hearing on September 3, 4 2025. (ECF No. 25.) During the hearing, Plaintiff requested the opportunity to brief whether 5 recent Ninth Circuit precedent would still allow for remand in this case. The Court granted the 6 request, allowing supplemental briefing from Plaintiff (ECF No. 28), as well as a response from 7 Defendant. (ECF No. 29.) 8 II. 9 LEGAL STANDARDS 10 A defendant may remove a matter to federal court if the district court would have original 11 jurisdiction—i.e., federal question jurisdiction, diversity jurisdiction, or jurisdiction pursuant to 12 the Class Action Fairness Act of 2005. 28 U.S.C. § 1441(a); 28 U.S.C. § 1453; Caterpillar, Inc. 13 v. Williams, 482 U.S. 386, 392 (1987). As relevant here, “CAFA creates subject matter 14 jurisdiction in federal court for class actions where (1) there is minimal diversity; (2) the amount 15 in controversy exceeds $5 million; and (3) there are more than 100 members in the proposed 16 class.” Ruiz v. Bradford Exchange, Ltd., 153 F.4th 907, 909 (9th Cir. 2025), citing 28 U.S.C. § 17 1332(d). 18 “‘It is to be presumed that a cause lies outside [the] limited jurisdiction [of the federal 19 courts] and the burden of establishing the contrary rests upon the party asserting jurisdiction.’” 20 Hunter v. Philip Morris, USA, 582 F.3d 1039, 1042 (9th Cir. 2009), quoting Abrego Abrego v. 21 Dow Chem. Co., 443 F.3d 676, 684 (9th Cir.2006) (alterations in original). The “‘strong 22 presumption against removal jurisdiction means that the defendant always has the burden of 23 establishing that removal is proper,’ and that the court resolves all ambiguity in favor of remand 24 to state court.” Id., quoting Gaus v. Miles, Inc., 980 F.2d 564, 566 (9th Cir.1992) (per curiam) 25 (internal quotation marks omitted). Should a party wish to challenge jurisdiction following 26 removal, a motion to remand is the proper procedure to challenge a removal based on lack of 27 jurisdiction. 28 U.S.C. § 1447(c). 28 / / / 1 III. 2 DISCUSSION 3 Following the recent Ninth Circuit opinion Ruiz v. Bradford Exchange, Ltd., 153 F.4th 4 907, the parties agree that the only remaining arguments boil down to the scope of the holding in 5 Ruiz. Plaintiff essentially argues that Ruiz is limited insofar as Ruiz did not explicitly hold that a 6 district court must retain equitable jurisdiction where a defendant waives an adequate-remedy-at- 7 law defense and that the equitable relief sought in Ruiz was equitable restitution. (ECF No. 28, 8 pp. 7-11.) Even if the Court were to find that Ruiz fully controls here, Plaintiff contends that the 9 Court could and should decline to accept Defendant’s wavier. (Id. at p. 12-15.) Plaintiff then 10 argues that the Court does not have subject-matter jurisdiction over the injunctive relief portion of 11 Plaintiff’s UCL claim. (Id.

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Bluebook (online)
Caroline R. Homan, Individually, and on Behalf of the Class v. Colonial Penn Life Insurance Company, Counsel Stack Legal Research, https://law.counselstack.com/opinion/caroline-r-homan-individually-and-on-behalf-of-the-class-v-colonial-caed-2025.