Eisenhauer v. Wooley CA2/2

CourtCalifornia Court of Appeal
DecidedFebruary 5, 2021
DocketB304851
StatusUnpublished

This text of Eisenhauer v. Wooley CA2/2 (Eisenhauer v. Wooley CA2/2) 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
Eisenhauer v. Wooley CA2/2, (Cal. Ct. App. 2021).

Opinion

Filed 2/5/21 Eisenhauer v. Wooley CA2/2 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.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 TWO

REBECCA EISENHAUER, B304851

Plaintiff and Appellant, (Los Angeles County Super. Ct. No. 19LBCV00220) v.

CAROLYN WOOLEY, Individually and as Successor Trustee, etc.,

Defendant and Respondent.

APPEAL from a judgment of the Superior Court of Los Angeles County. Mark C. Kim, Judge. Reversed in part, affirmed in part, and remanded with directions. Law Offices of Mariano A. Alvarez and Mariano A. Alvarez for Plaintiff and Appellant. Guerra & Seyedi and Tracy Guerra for Defendant and Respondent. _________________________________ Rebecca Eisenhauer appeals from an order dismissing her complaint after the trial court sustained a demurrer. Eisenhauer lived in a “marriage-like relationship” with Gerold Skillstad for five years before Skillstad’s death. Eisenhauer alleged that Skillstad promised he would provide for her for the rest of her life and would leave her his assets. However, when Skillstad died, respondent Carolyn Wooley—Skillstad’s daughter and the successor trustee of Skillstad’s trust—allegedly refused to honor Skillstad’s promise and instead transferred Skillstad’s assets to her own trust. Eisenhauer sued respondent Wooley to enforce Skillstad’s alleged agreement, to “quiet title” to real property that Skillstad owned through his trust, and on various tort theories.1 The trial court sustained respondent’s demurrer to Eisenhauer’s quiet

1 Eisenhauer’s complaint names Wooley in her individual capacity and as a trustee of Skillstad’s trust and her own trust. (See Prob. Code, § 18004; Galdjie v. Darwish (2003) 113 Cal.App.4th 1331, 1349 [“the proper procedure for one who wishes to ensure that trust property will be available to satisfy a judgment, whether for damages for breach of contract or for specific performance, [is to] sue the trustee in his or her representative capacity”].) Assets held in a revocable trust upon the death of the trust’s settlor are subject to claims by creditors of the deceased settlor’s estate. (See Prob. Code, §§ 18200, 19001.) For clarity, we refer to Wooley by her surname with respect to Eisenhauer’s tort theories against her individually and use the term “Estate” to refer to her in her representative capacity as a trustee of funds that are subject to claims against Skillstad’s estate. We refer to Wooley in both capacities as “Respondent.”

2 title, contract, and tort claims without leave to amend.2 The trial court concluded that: (1) Eisenhauer had no quiet title claim, as she had only an expectancy interest in Skillstad’s real property as a creditor; (2) Eisenhauer’s contract claim was barred by the statute of frauds; and (3) Eisenhauer failed to allege any conduct amounting to a tort. We reverse the trial court’s ruling on Eisenhauer’s breach of contract claim. Eisenhauer’s complaint alleges facts sufficient to support a claim that the Estate is estopped from asserting the statute of frauds. We affirm the trial court’s ruling with respect to Eisenhauer’s other causes of action, except that we conclude Eisenhauer should be given an opportunity to state a claim for tortious interference with contract against Wooley, if she is able to do so. BACKGROUND 1. Eisenhauer’s Complaint Eisenhauer met Skillstad while she was married to her former husband, Frank. Eisenhauer and Skillstad often met and conversed in the neighborhood while walking their dogs.

2 The trial court granted Eisenhauer leave to amend her causes of action for declaratory relief and interference with prospective economic advantage, but Eisenhauer failed to amend and the trial court subsequently dismissed her complaint. The dismissal order is appealable. (Door v. Yellow Cab Co. (1967) 67 Cal.2d 695, 699 [“ ‘[A]n order of dismissal is to be treated as a judgment for the purposes of taking an appeal when it finally disposes of the particular action and prevents further proceedings as effectually as would any formal judgment’ ”].)

3 Frank died in February 2013. Skillstad offered to take care of Eisenhauer’s dog, and the two saw more of each other. Skillstad eventually told Eisenhauer that he had feelings for her. Frank’s grandson forced Eisenhauer to leave her house after Frank died. When he learned of this, Skillstad suggested that Eisenhauer live with him. He told her that, “if she would accept his love, he would take care of her and support her for the rest of her life.” He also told her that “what was his would be hers as well.” Eisenhauer and Skillstad lived together from April 2013 until Skillstad died in August 2018. They lived “as if they were a married couple.” Eisenhauer cared for Skillstad as a husband, cooked and cleaned for him, and took care of him when he was sick and dying from cancer. Skillstad told Eisenhauer “many times” that he did not want to “ruin what they presently had” by getting married. Eisenhauer told him that she was also happy and would not pressure him to marry if he did not want to. Skillstad promised Eisenhauer that he would “support her even after his death,” and that “his house and properties would be hers.” He told her that he had established a trust and made Eisenhauer its beneficiary. Eisenhauer believed him. Wooley was present during discussions in which Skillstad said that all his property would go to Eisenhauer when he died and that “no relative of his could tell [Eisenhauer] to move out.” Wooley was also present when Skillstad said that he had “already made a tust [sic] regarding his promises and assurances to [Eisenhauer].” Skillstad died on August 5, 2018. Less than a month later, Wooley demanded that Eisenhauer move out of the house in which she had lived with Skillstad. Wooley told Eisenhauer that

4 Wooley was the “sole surviving trustee” of the trust in which Skillstad held his assets (Skillstad Trust). The Skillstad Trust owned two real properties in Long Beach, including the house on Gaviota Avenue in which Skillstad and Eisenhauer had lived. It also owned various bank investment accounts. In her capacity as the surviving trustee, Wooley signed a grant deed (Grant Deed) “transferring the Skillstad Trust’s assets and properties to the Charles and Carolyn Wooley Survivors Trust” (Wooley Trust).3 Wooley also filed an “eviction complaint” against Eisenhauer. Wooley obtained a judgment ordering Eisenhauer to leave the Gaviota Avenue house, and Eisenhauer complied. Eisenhauer’s complaint alleged causes of action for: (1) “enforcement of an oral agreement”; (2) tortious interference with contract; (3) negligent interference with prospective economic advantage; (4) quiet title; (5) cancellation of instrument (i.e., the Grant Deed); (6) declaratory relief; (7) intentional infliction of emotional distress; and (8) negligent infliction of emotional distress. 2. Respondent’s Demurrer Respondent demurred to Eisenhauer’s complaint on a number of grounds, including the general ground that the complaint failed to state any cause of action. The trial court sustained the demurrer. With respect to Eisenhauer’s contract claim, the court found that the statute of

3 Although the body of Eisenhauer’s complaint alleges that Wooley transferred all the assets of the Skillstad Trust, the grant deed itself (which Eisenhauer attached as an exhibit to her complaint) refers only to the Gaviota Avenue house.

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Eisenhauer v. Wooley CA2/2, Counsel Stack Legal Research, https://law.counselstack.com/opinion/eisenhauer-v-wooley-ca22-calctapp-2021.