Cherry v. Cherry CA1/3

California Court of Appeal·Decided September 25, 2023·No. A165369·Unpublished

Opinion

Filed 9/25/23 Cherry v. Cherry CA1/3 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

FIRST APPELLATE DISTRICT

DIVISION THREE

JIMMY CHERRY, JR. et al., Plaintiffs and Respondents, A165369

v. WINDY R. CHERRY, (San Francisco City & County Case No. CUD-21-668280 and Defendant and Appellant.

CGC-21-594979)

At appellant Windy Cherry’s request, the court stayed an unlawful detainer action against appellant pending resolution of a related matter in another proceeding. During the pendency of the stay, the court ordered appellant to post with the court $5,000 per month, reflecting the reasonable rental value of the property at issue in the unlawful detainer; that order is the subject of this appeal. We affirm.

FACTUAL AND PROCEDURAL BACKGROUND The Trust Appellant Windy Cherry1 is the daughter of Johnny J. Cherry and Margie Cherry (Johnny J. Cherry and Margie Cherry are collectively referred to as the Cherrys).

1 In the unlawful detainer proceeding underlying this appeal, appellant was sued as Windy R. Bryant. In answering the complaint, she appeared as

On January 2, 2012, the Cherrys created The Johnny J. and Margie Cherry Revocable Trust (the Trust). The Cherrys designated themselves the Trust’s initial trustees, and they designated appellant the first successor trustee upon their deaths. Appellant was also named a 50% beneficiary following the deaths of the Cherrys; her sister, Estoria Cherry, was named the other 50% beneficiary. The trust estate consisted of residential real property in San Francisco (the Property) as well as three bank accounts. The Trust gave Estoria the right to reside at the Property and the sole use of one of the bank accounts for her lifetime.

Appellant represents that she began residing in the Property around December 2017 with her father’s permission.

On May 30, 2019, Margie died. In April 2020, Johnny, the surviving spouse, amended the Trust.

Under the amendment, Johnny designated respondents Delphine Cherry and Jimmy Cherry Jr. (collectively referred to as respondents) as additional co- trustees of the Trust alongside himself. Appellant was removed as the successor trustee upon her father’s death, and Delphine and Jimmy were named in her place. The amendment added a gift of personal property to Jimmy (“[g]old nugget bracelet, diamond ring, and watch”) and struck the gift to Estoria of residing in the Property and access to a bank account for her lifetime. In addition, under the amendment, appellant’s and Estoria’s beneficial inheritance shares were reduced from 50% to 10% each. The amendment split the remaining beneficial inheritance shares of the trust estate to Johnny’s four grandchildren in equal shares.

Windy R. Cherry, noting she was erroneously sued as Windy R. Bryant. To avoid confusion, we refer to Windy as appellant and other members of the Cherry family by their first names. No disrespect is intended.

In December 2020, Johnny again significantly amended the Trust.

This amendment/restatement reflected the changes that had been made in April 2020. But it also eliminated appellant’s reduced 10% beneficial inheritance share in its entirety and expressly indicated that Johnny was “making no gift or provision to [his] daughter Windy R. Bryant for reasons of [his] own.” The amendment/restatement directed a 10% beneficial inheritance share from the trust estate to Delphine.

On June 6, 2021, Johnny died. On or around August 20, 2021, respondents, representing themselves as successor co-trustees of the Trust and owners of the Property, served appellant with a 30-day notice to terminate her tenancy-at-will occupancy of the Property. Appellant did not vacate within 30 days of the notice to quit and continued to occupy the Property. Three separate lawsuits followed. Appellant’s Tort Case Against Respondents On September 9, 2021, appellant sued respondents as individuals and as trustees, as well as her sister, for damages in Cherry v. Cherry et al., San Francisco County Superior Court Case No. CGC-21-594979 (referred to as appellant’s tort case). In the lawsuit, appellant alleged respondents applied undue influence on her father to amend the Trust while his health was in rapid decline. She asserted 15 causes of action against respondents, including claims for intentional interference with expected inheritance, conversion, trespass, invasion to right of privacy, breach of fiduciary duty, and negligence. Appellant’s Probate Case in Alameda County Superior Court Nearly two weeks later, on September 22, 2021, appellant filed another suit against respondents in Alameda County Superior Court, In re Cherry Trust, Case No. RP21113488 (referred to as the probate case). In this case,

appellant challenged the April 2020 and December 2020 amendments to the Trust as the product of undue influence and elder abuse, and she sought an order declaring the amendments invalid and removing respondents as co- trustees. Respondents’ Unlawful Detainer Case Against Appellant On October 29, 2021, respondents, as the alleged owners of the Property, filed an unlawful detainer complaint against appellant in San Francisco County Superior Court, Cherry v. Bryant, Case No. CUD-21-668280 (referred to as the unlawful detainer case), to gain possession of the Property. This complaint alleged that appellant’s right to occupy the Property ended with her father’s death and that respondents had withdrawn any permission for her to occupy the property as of August 19, 2021. Respondents requested damages at a rate of $167 per day beginning on August 20, 2021 and ending on the date of entry of judgment.

On November 12, 2021, appellant answered the complaint, denying respondents’ contentions that they owned the property and asserting she was the proper owner as trustee of the Trust. She maintained she continued to have the right to use and occupy the Property. Appellant admitted that she did not pay rent to respondents but averred she had no obligation to do so. Motion Underlying Instant Appeal On November 22, 2021, in the unlawful detainer case, appellant filed a motion requesting the following: (1) an order requiring respondents to post an undertaking; (2) a stay of the unlawful detainer case; (3) a preliminary injunction; (4) reclassification of the unlawful detainer case; and (5) consolidation of the unlawful detainer case with her tort case against respondents.

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