Davis v. Philpott Meeks CA2/7

CourtCalifornia Court of Appeal
DecidedApril 17, 2023
DocketB316618
StatusUnpublished

This text of Davis v. Philpott Meeks CA2/7 (Davis v. Philpott Meeks CA2/7) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Davis v. Philpott Meeks CA2/7, (Cal. Ct. App. 2023).

Opinion

Filed 4/17/23 Davis v. Philpott Meeks CA2/7 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.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

SECOND APPELLATE DISTRICT

DIVISION SEVEN

LUCY DAVIS, B316618

Cross-complainant and (Los Angeles County Respondent, Super. Ct. No. 18STUD05169) v.

PHILPOTT MEEKS, LP,

Cross-respondent and Appellant.

APPEAL from an order of the Superior Court of Los Angeles County, Michelle Williams Court, Judge. Affirmed. Buchalter and Robert M. Dato for Cross-defendant and Appellant. Sauer & Wagner, Gerald L. Sauer and Gregory P. Barchie for Cross-complainant and Respondent. Lucy Davis filed an unlawful detainer complaint against tenants living on property owned through Davis’s personal trust, the 512 North Gower Street Trust. The tenants filed a cross- complaint for premises liability against Brian Feldman, the trustee and Davis’s business manager, and Davis. In response, Feldman filed a cross-complaint against Davis for express and implied indemnity. Davis then filed a cross-complaint against Feldman and thereafter an amended cross-complaint against Feldman and his employer, Philpott Meeks, LP,1 for equitable/implied indemnity and declaratory relief to resolve a dispute concerning the scope of the indemnification provision in the business management services agreement between Davis and Philpott. Davis also asserted claims for breach of fiduciary duty and fraud. Davis, Feldman and Philpott subsequently entered into a tolling agreement pursuant to which Davis and Feldman dismissed their cross-complaints without prejudice and tolled for one year any statutes of limitations on their claims. Philpott then moved for an award of attorney fees based on the attorney fee provision in the management agreement between Davis and the firm, contending it was the prevailing party under Code of Civil Procedure section 1032, subdivision (a)(4), and the parties’ agreement. The trial court denied the motion. We affirm.

1 Philpott Meeks, LP is the successor to PM, LLC, which was named as the cross-defendant in the trial court.

2 FACTUAL AND PROCEDURAL BACKGROUND 1. The 512 North Gower Street Trust and the Davis- Philpott Business Management Services Agreements Davis created the 512 North Gower Street Trust in March 2013 to hold residential property in Larchmont Village previously owned by Davis in her own name. The trust agreement was signed by Davis as grantor and Feldman as trustee. Feldman was at the time employed by Philpott’s predecessor in interest, which in September 2012 had entered into a written engagement agreement with Davis, an actor, to provide business management services. In August or September 2018 Davis and Philpott signed a new management services letter agreement. The agreement contained an indemnification provision pursuant to which Davis agreed to “indemnity and hold harmless [Philpott], and each of its partners, members, employees, representatives or agents, from and against any and all losses, claims, and liabilities, including reasonable costs and attorneys’ fees, arising from, or in connection with, the performance of our services under this Agreement which are not the result of our gross negligence or willful misconduct.” The 2018 management services agreement also contained a provision requiring arbitration of all disputes between the parties. However, the agreement further provided, “[I]f either party files a claim in court in any jurisdiction that could have been resolved through binding arbitration, the filing party must immediately pay to the non-filing party the sum of $500,000 as a deposit for the costs in defending the court action.” The agreement continued, “The prevailing party in any arbitration or litigation arising out of or relating to our engagement, this

3 Agreement, any obligation created by this Agreement, and/or the performance or failure to perform services (including, without limitation, claims of breach of duty or professional negligence), shall be entitled to recover reasonable attorneys’ fees and costs (whether or not such fees and costs are recoverable pursuant to the California Code of Civil Procedure or federal law) as may be incurred in connection with either obtaining or collecting any judgment and/or arbitration award, in addition to any other relief to which that party may be entitled.” 2. The Harmon Litigation Madeleine Harmon and Vincent Cammarata leased the Larchmont Village property in November 2017. Davis filed an unlawful detainer action to evict the tenants in May 2018. In January 2019 Harmon and Cammarata filed a cross-complaint against Davis and Feldman for personal injuries allegedly caused by Davis’s and Feldman’s failure to properly maintain the property.2 On August 13, 2019 Feldman filed a cross-complaint for indemnity against Davis (and several others), alleging that Davis had agreed to indemnify Feldman in the March 2013 trust document against all claims relating to his actions as trustee, which included the allegations made by Harmon and Cammarata

2 In July 2018, approximately two months after Davis filed the unlawful detainer action (and before Davis and Philpott entered their new management services agreement), counsel for Harmon and Cammarata notified Davis, through Feldman, that Harmon and Cammarata intended to sue Davis and Feldman for personal injuries and economic damages based on their failure to properly maintain the property. A draft complaint was enclosed with counsel’s letter.

4 in their cross-complaint. On October 15, 2019 Davis filed a cross- complaint against Feldman for equitable indemnity, breach of fiduciary duty and negligence, alleging Feldman was responsible for, but failed to take, all reasonable steps to manage and operate the property as a rental residence and, if Harmon and Cammarata suffered any injuries, they were caused in whole or in part by Feldman’s breach of fiduciary duty and negligence. Davis filed a first amended cross-complaint on December 2, 2019, which added Philpott as a cross-defendant and requested a declaration that the 2018 management services agreement did not (as Feldman and Philpott contended) release Feldman and Philpott from any liability for the claims asserted by Harmon and Cammarata or in Davis’s cross-complaint. The first amended cross-complaint reasserted Davis’s claims against Feldman for equitable indemnity, breach of fiduciary duty and negligence and added new causes of action against Feldman and Philpott for breach of fiduciary duty and constructive fraud “in the event that the [2018 management services agreement] is found (1) to apply to the Trust and Feldman’s performance as trustee of the Trust, (2) to have released Feldman from, and/or limited Feldman’s liability for claims asserted in this Cross-Cross-Complaint or that arise from the Harmon Cross-Complaint or Feldman’s performance as trustee of the Trust[,] and/or (3) to have released Feldman and Philpott Meeks from, and/or limited Feldman’s or Philpott Meek’s liability for, for breach of duty arising from the performance of prior business management services for Davis.” These additional causes of action alleged, when presenting the new management services agreement to Davis after Harmon and Cammarata’s counsel had threatened a lawsuit over the condition of the property in July 2018, Feldman did not disclose the

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Bluebook (online)
Davis v. Philpott Meeks CA2/7, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-philpott-meeks-ca27-calctapp-2023.