Estate of Schooler CA4/1

CourtCalifornia Court of Appeal
DecidedJune 28, 2021
DocketD076490
StatusUnpublished

This text of Estate of Schooler CA4/1 (Estate of Schooler CA4/1) 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
Estate of Schooler CA4/1, (Cal. Ct. App. 2021).

Opinion

Filed 6/28/21 Estate of Schooler CA4/1 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

COURT OF APPEAL, FOURTH APPELLATE DISTRICT

DIVISION ONE

STATE OF CALIFORNIA

Estate of ROWENA L. SCHOOLER, Deceased. D076490 GLORIA TRUMBLE, Individually and as Trustee, etc., (Super. Ct. Nos. 37-2007-00101775- Plaintiff and Respondent, PR-TR-NC & 37-2008-00150817- PR-TR-CTL) v.

R. KATHERINE SCHOOLER KERNS et al.,

Defendants and Appellants;

JOHN SCHOOLER et al.,

Respondents.

APPEAL from judgments and orders of the Superior Court of San Diego County, Julia Craig Kelety, Judge. Dismissed.

R. Kathrine Kerns and Jane L. Schooler, in pro. per., for Defendants and Appellants. Law Office of James A. Bush and James A. Bush, for Respondents John Schooler et al. No appearance by Plaintiff and Respondent Gloria Trumble. This case is one in a number of appeals involving appellants Jane Schooler (Jane) and Katherine Schooler Kerns (Katherine) (sometimes collectively, Sisters); John Schooler (John) and E. Andrew Schooler (Andrew) (sometimes collectively, Brothers), the respondents in this appeal; and Gloria Trumble (Trumble), the successor fiduciary of their mother’s estate and

family trusts.1 We previously dismissed some of the Sisters’ prior appeals and expressly found two of them frivolous, sanctioning the Sisters in both of those cases. In the current appeal, the Sisters argue issues that already have been decided against them by this court. These issues include ownership of certain real property in Nevada belonging to one of the family trusts; and removal of Jane almost 10 years ago as successor trustee of the family trusts and as personal representative of her mother’s estate, and appointment of Trumble as an independent fiduciary, after the court found a strong inference that Jane had breached her fiduciary duty in administering the trusts and estate, a finding it later confirmed. Moreover, the Sisters’ opening brief fails to follow the most basic rules of appellate procedure, which is startling given that a search of this court’s records show that, beginning in October 2008 in Schooler et al. v. Schooler et al. (case No. D053924), Jane and/or Katherine have filed about 28 separate actions in this court involving in some manner the family trusts and/or their

1 Trumble did not file a respondent’s brief in this case. 2 mother’s estate.2 Nonetheless, the Sisters’ opening brief does not include a fair and accurate factual and procedural summary to support their arguments; and their arguments in the brief are presented in “shotgun” fashion with little or no citation to the record, and in most instances without any legal support or analysis whatsoever. As we explain, we conclude the Sisters’ claims of error are forfeited based on their failure to (1) raise them in the trial court, and (2) follow the

rules of appellate procedure in connection with their opening brief.3 Reaching the “merits,” we conclude this appeal is barred as it seeks to relitigate claims/issues already decided by this court.

2 In May 2013, the probate court found both Jane and Katherine were “vexatious litigants” under Code of Civil Procedure section 391, subdivision (b). The Sisters obtained an order from the presiding judges of both the San Diego County Superior Court and this court on the basis they allegedly were defendants in this action and thus could proceed without a prefiling order.

3 The Sisters did not file a reply brief.

3 We therefore affirm the judgments and orders appealed from; dismiss

this appeal as frivolous;4 grant the Brothers’ opposed motion for sanctions and award them attorney fees in the amount of $25,087.91; and order the Sisters to pay an additional sanction of $8,500 to the clerk of this court to offset the expenses to the government and taxpayers for this frivolous appeal.

4 Although the Brothers moved for sanctions by way of a separate opposed motion, on April 26, 2021, we notified the parties that we were contemplating imposing sanctions against the Sisters and gave the parties an additional opportunity to file briefs on this issue within 10 days of that order, noting the failure to file a brief would not be deemed as consent to the possible imposition of sanctions. (Cal. Rules of Ct., rule 8.276(c) & (d).) We also indicated in our April 26 order the parties could request oral argument, despite the fact it previously had been waived by the Sisters. On April 30, the Sisters sought “clarification” of our April 26 order asking for the “basis” on which their appeal is being considered frivolous. That same day we denied the Sisters’ request for clarification, and reiterated supplemental briefing, if any, was due on or before May 6. The Brothers on May 6 filed a supplement to their motion for sanctions. The Sisters, however, did not file a supplemental brief regarding sanctions on or before May 6. Instead, on May 10 they filed a separate motion seeking $4 million in sanctions against not only the Brothers, but also against Trumble as trustee. On May 11, the Sisters were notified their request for sanctions was untimely and would not be considered by this court. (See Cal. Rules of Ct., rule 8.276(b)(1) [providing that a party’s motion for sanctions under (a) of this rule “must be served and filed before any order dismissing the appeal but no later than 10 days after the appellant’s reply brief is due” (italics added)].) The Sisters filed their reply brief on March 3, 2021. 4 FACTUAL AND PROCEDURAL BACKGROUND5 1. Prior Proceedings

In Schooler IV,6 we considered the earlier appeals of the Sisters regarding the trusts and their mother’s estate: “ ‘A. Removal of Personal Representative and Trustee’ “ ‘Rowena Schooler (Mother) died in 2004, several years after her husband’s death. In trust and will documents, Mother left her assets (in equal value) to five of her grown children, Jane, Katherine, John, Andrew,

and Louis[7] . . . . Mother designated Jane, [then] an attorney,[8] as the successor trustee of Mother’s two trusts . . . and the personal representative of her estate. The property in the [t]rusts consisted primarily of numerous parcels of undeveloped land in California and Nevada. The main asset of

5 We grant the Brothers’ January 29 and February 26, 2021 requests for judicial notice. The January 29 request includes among other documents some of this court’s prior opinions in this litigation: Estate of Schooler (Jan. 6, 2010, D053924) [nonpub. opn.] (Schooler I ); Estate of Schooler (Oct. 24, 2012, D060251) [nonpub. opn.] (Schooler II ); Estate of Schooler (Nov. 15, 2013, D062217) [nonpub. opn.] (Schooler III ); and Estate of Schooler (Oct. 17, 2014, D062877 & D062878 [nonpub. opn.] (Schooler IV). We grant the Sisters’ February 26, 2021 motion to augment and request for judicial notice.

6 See footnote 5, ante.

7 Louis passed away during the years of this lengthy litigation. Andrew is the personal representative of his estate.

8 Jane was disbarred in 2017 as a result of her actions in this litigation as successor trustee of the family trusts and personal representative of her mother’s estate. (In re Jane L. Schooler on Discipline (Cal. Sup. Ct., May 17, 2017, case No. S239759.)

5 Mother’s estate [then] was a residence in Del Mar, known as the Del Mar beach house.’ “ ‘Three years after Mother’s death, Jane filed a petition seeking to close the estate and distribute the estate assets to one of the [t]rusts.

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