Keading v. Keading

CourtCalifornia Court of Appeal
DecidedFebruary 18, 2021
DocketA151468
StatusPublished

This text of Keading v. Keading (Keading v. Keading) 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
Keading v. Keading, (Cal. Ct. App. 2021).

Opinion

Filed 2/18/21 CERTIFIED FOR PARTIAL PUBLICATION*

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

FIRST APPELLATE DISTRICT

DIVISION THREE

HILJA KEADING et al., Plaintiffs and Respondents, A151468, A153075 v. KENTON KEADING, (Contra Costa County Super. Ct. No. MSP1600402) Defendant and Appellant.

KENTON KEADING, A152034 Plaintiff and Appellant, v. (Contra Costa County Super. Ct. No. MSC1602351) HILJA KEADING, Defendant and Respondent.

In these three consolidated appeals, Kenton Keading, appearing in propia persona, appeals from a judgment and orders in related actions arising from claims asserted by his sister, Hilja Keading, that he committed elder abuse against their deceased father.

* Pursuant to California Rules of Court, rules 8.1105(b) and 8.1110, this opinion is certified for publication with the exception of parts A.1.a, A.2.b, A.2.c, B, and C of the Discussion.

1 The first two appeals stem from Hilja’s elder abuse litigation against Kenton.1 In the first, Kenton appeals from the judgment which found him liable for elder financial abuse through undue influence and ordered him to pay approximately $1.5 million in damages. In the second, Kenton appeals a prejudgment right to attach order which attached Kenton’s interest in a property in partial satisfaction of the anticipated damages in the elder abuse litigation. The third appeal arises from the libel complaint Kenton filed against Hilja for an email she wrote stating Kenton had committed elder abuse. Kenton appeals the trial court’s order granting Hilja’s motion to strike the complaint as a strategic lawsuit against public participation (SLAPP) and dismissing the action. In the published portion of this opinion, we hold that substantial evidence supports the trial court’s finding of elder financial abuse (part A.1.b of Discussion, post) and conclude that Probate Code section 859 authorizes an award of double damages for the commission of elder financial abuse without a separate finding of bad faith (part A.2.a of Discussion, post) in his appeal of the elder abuse judgment. In the unpublished portion of the opinion, we reject Kenton’s other challenges to the elder abuse judgment and his appeals of the prejudgment attachment order and dismissal of his libel action. FACTUAL AND PROCEDURAL BACKGROUND Many of the following facts are taken from the trial court’s post trial statement of decision in the elder abuse action. Lucille and Lewis Keading, wife and husband, died within a few months of each other in September 2015 and January 2016, respectively. Decades before their deaths, they created a family trust for the benefit of

1 The two parties and their parents share the same last name. For brevity sake, we will refer to all of them by their first names. No disrespect is intended.

2 their two children, Kenton and Hilja, who were to split the trust assets equally after their parents’ deaths. The main trust asset was the family residence on 60, 50, and 21 Laurel Lane in El Sobrante (the Property). During their lifetimes, Lucille and Lewis provided financial assistance to Kenton but not to Hilja. This was in part to help Kenton after he was imprisoned for nine years following felony convictions. Also, for many years, Hilja and her parents were estranged from each other as a result of the parents’ inability to accept Hilja’s sexual orientation. In 2011, Lucille and Lewis amended the trust to give Hilja a specific gift (an investment account) and made Kenton the residual beneficiary of the remainder of the trust. By fall 2014, the parents and Hilja had reconciled, and they began to see each other more. Nonetheless, in February 2015, when the parents again amended the trust, they essentially restated the terms of the 2011 amendment that left Kenton all trust assets but for the investment account left to Hilja. At the same time, Lewis granted a power of attorney to Kenton. In June 2015, Lucille was diagnosed with a brain tumor. Hilja, who lived in Southern California, returned to her parents’ home in Northern California to spend time with and care for them, clean their house, and organize their finances and medical care. Kenton was living overseas around this time but once Lucille fell ill, he also returned to Northern California and frequently visited his parents, sometimes staying overnight. Lucille died on September 10, 2015. Following Lucille’s death, Lewis’s health began to deteriorate. He required semi-weekly kidney dialysis treatment and ongoing in-home care. Hilja stayed on to help her father. Kenton, too, helped and generally stayed overnight with his father for the night shift. Connie Warner, a long-time

3 family friend, and Kim Terry, a home health care agency worker, also assisted with Lewis’s care. During this time, it appears that Lewis’s attitude towards Hilja had changed. He executed a durable power of attorney designating Hilja his attorney-in-fact in late September 2015. Around the same time, he contacted his estate planning attorney Peter Sproul about undoing the earlier amendment and amending the trust to equalize the assets distributed to his children after his death. Sproul testified that he spoke with Lewis on the phone and met with him in person to discuss this change. Lewis executed an “ ‘equalizing amendment’ ” to his trust in early October 2015. The amendment directed that trust assets be divided to result in a “ ‘net equalization’ ” between the siblings, meaning each one would receive the same net amount from the trust as a whole. To account for assets previously distributed, the amendment specifically noted that Lucille and Lewis had previously lent Kenton $75,000. Sproul testified that after he explained the details to Lewis, Lewis signed the amendment in front of him. Sproul further explained that he typically makes efforts to determine if a client has capacity or is subject to undue influence. Sproul “saw no indication Lewis lacked capacity or was under influence,” and he perceived that Lewis “understood, was very sharp” and “knew exactly what he was doing.” On December 8, 2015, Hilja returned to Southern California for a week. While she was away, Kenton discovered an email she sent to an attorney friend stating she was looking for a lawyer to pursue Kenton for claimed elder abuse. In the email, she wrote, “I need the best bad-ass, take-no- prisoner Probate Attorney that I can find who is willing to litigate if necessary, and will not put up with the antics of my brother, a homophobic felon who has manipulated and engaged in every literal category of elder

4 abuse with his parents. . . . I need someone to represent me on every level so I do not have to interact with my brother in any way. He is dangerous to me.” Kenton promptly shared the email with Lewis, who was upset by it. According to Kenton, upon reading the email, Lewis stated, “ ‘I have misjudged your sister’ ” and “ ‘I have made a big mistake,’ ” and he wished to change the disposition of his estate. On December 12, 2015, while Hilja was still away, Kenton took Lewis to a UPS store, where Lewis executed a new power of attorney designating Kenton as attorney-in-fact, which was notarized. When Hilja returned to Northern California days later, she and her father discussed the email Kenton had discovered. According to Hilja, Lewis told her “ ‘it didn’t change anything.’ ” Even so, Lewis executed a typed declaration on December 19, 2015, stating he was not the victim of elder abuse. In the declaration, Lewis asserted, “My son, Kenton Keading, has not committed any acts of abuse, either physical or mental to myself . . . .

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Keading v. Keading, Counsel Stack Legal Research, https://law.counselstack.com/opinion/keading-v-keading-calctapp-2021.