Jamison v. McNeal CA1/3

California Court of Appeal·Decided May 6, 2022·No. A161846·Unpublished

Opinion

Filed 5/6/22 Jamison v. McNeal CA1/3 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.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

KURITA JAMISON,

Plaintiff, Cross-defendant, and A161846 Respondent,

v. (Solano County Super. Ct. No. FCS049179)

LINTON McNEAL, Jr.,

Defendant, Cross-complainant, and Appellant.

Plaintiff Kurita Jamison (Jamison) and defendant Linton McNeal Jr. (McNeal) are joint tenants of property that is the subject of this partition action (Code Civ. Proc., tit. 10.5, § 872.010 et. seq. 1). Following a four-day bench trial, the court entered an interlocutory judgment in which it ordered the property to be partitioned and declared each party an owner of an undivided one-half interest in the

1 All undesignated statutory sections refer to the Code of Civil Procedure.

property. McNeal appeals the interlocutory judgment on various grounds. We affirm.

FACTUAL AND PROCEDURAL BACKGROUND A. Background On November 30, 2005, Jamison and McNeal purchased a singlefamily home on a parcel of land, which is the subject of this partition action. They took title as joint tenants, with each owning an undivided one-half interest in the property. At the time of the purchase the parties, who were never married, had been living together since 1992 and had two minor children. According to Jamison, the parties had purchased the house to own their home and for the children’s future inheritance.

The parties and their children lived together in the house until May 2011, when Jamison (and only Jamison) stopped living there. At the time of the 2017 partition action, McNeal lived in the house with one of the parties’ children, by that time an adult.

The parties disputed their arrangement regarding mortgage payments. They did agree that, after the first two years, McNeal was to make the monthly payment on the first mortgage (together with taxes and insurance) from his checking account, and Jamison would make the monthly payment on the second mortgage from her separate checking account. Jamison paid the utility bills from her separate checking account. Jamison made all her payments from 2005 until she left the property in mid-2011; house expenses incurred after she left were paid by McNeal.

Approximately one year after Jamison’s departure from the property, on April 9, 2012, McNeal recorded a forged quitclaim deed, by

which Jamison purportedly transferred her entire interest in the property to McNeal. In 2014, McNeal secured a modification of the mortgages (hereafter “loan modification agreement”) after representing to the bank that Jamison was a co-owner of the property and arranging for the forgery of Jamison’s signature on the loan application. 2 Jamison contacted the Real Estate Fraud unit of the Solano County District Attorney on two occasions, the first time after she learned she had been removed from the property title by the forged quitclaim deed, and the second time after she learned that the loan modification agreement had been secured based on an application that contained her forged signature.

On March 26, 2015, the Solano County District Attorney filed an amended felony complaint charging McNeal with several offenses including forgery of the quitclaim deed (Pen. Code, § 470, subd. (c)) (count 2) and forgery related to the loan modification agreement (id., subd. (d)) (count 5). Following a preliminary hearing, the magistrate held McNeal to answer for counts two and five, as well as other offenses

2 Under the loan modification agreement, which modified the first lien mortgage (deed of trust November 17, 2005), Jamison was financially responsible for “a final balloon payment in the amount of $145,153.53,” payable at the end of the 30-year term in 2035. Defense expert witness Ari Bulmash testified that despite the balloon payment, both parties financially benefited by the modification, which reduced the principal balance and over the term of the loan resulted in a significant interest saving. However, he conceded Jamison’s forged signature on the loan application made her financially liable for the loan payments for which she could be civilly sued if the payments were not made. During the trial, the court was informed that the mortgage bank had not taken any action against McNeal based on the loan modification agreement and Jamison was bringing this action for partition and sale to extinguish the outstanding mortgage loan.

relating to the forgeries. On April 8, 2016, McNeal agreed to and pleaded no contest to the felony offense of forging the loan modification agreement, and the remaining charges in the information were dismissed with a Harvey waiver (People v. Harvey (1979) 25 Cal.3d 754). As part of the plea agreement, McNeal acknowledged he had arranged for Jamison’s forged signature on the quitclaim deed, and he agreed to the issuance of a court order declaring the forged deed void and cancelled as of the date of its execution; the court order was recorded on March 7, 2017.

B. Partition Action On July 11, 2017, Jamison filed this statutory action seeking partition of the property by sale and a division of the sale proceeds between the parties. (§ 872.710, subd. (b).)

McNeal filed an answer and a cross-complaint, later amended, challenging the request for partition and seeking title by adverse possession and to quiet title, as well as monetary damages for breach for contract. McNeal alleged, in pertinent part, that Jamison was not entitled to partition as the property was the home of McNeal and their children who would be adversely affected by any partition; in addition, Jamison had no interest in the property due to her abandonment of the property and failure to contribute her proportionate share towards the mortgage, maintenance, improvements, and repairs. McNeal also alleged he was entitled to sole ownership of the property under a claim of adverse possession as he had been in actual, continuous, open, notorious, and hostile possession since Jamison had been “put . . . out” of the property, and he had made permanent and valuable improvements valued at approximately $180,000. As to his claim for

breach of contract, McNeal alleged Jamison had breached the parties’ verbal agreement requiring her to make monthly mortgage payments and other payments that had been paid for by McNeal since Jamison had abandoned the property. Before trial each party filed a brief asking the court to deny all the relief requested by the other party under the doctrine of unclean hands.

A bench trial was held over the course of four days. The court heard testimony from Jamison and McNeal, plaintiff’s witnesses Laura Pagey (former Solano County Assistant District Attorney) and Stephen R. Camden (expert qualified to testify as to residential rental values in City of Vallejo), and defense witness Ari Bulmash (expert qualified to testify as to real estate, loans, and loan modifications). The court also considered documentary exhibits submitted by both parties including judicially noticed documents from the criminal prosecution against McNeal. At the conclusion of the evidentiary phase, the court heard closing arguments and the matter was submitted.

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