Littlefield v. Littlefield

CourtCalifornia Court of Appeal
DecidedNovember 15, 2024
DocketA167764
StatusPublished

This text of Littlefield v. Littlefield (Littlefield v. Littlefield) 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
Littlefield v. Littlefield, (Cal. Ct. App. 2024).

Opinion

Filed 11/15/24 CERTIFIED FOR PUBLICATION

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

FIRST APPELLATE DISTRICT

DIVISION FOUR

ALLISON J. LITTLEFIELD, Plaintiff and Appellant A167764 v. SCOTT LITTLEFIELD et al., (San Mateo County Super. Ct. No. 22PRO01233) Defendants and Appellants.

Scott Littlefield, David Littlefield, and Denise Sobel (collectively, appellants) appeal from the court’s order denying their special motion to strike under Code of Civil Procedure1 section 425.16 (the anti-SLAPP law). Like the trial court, we conclude that appellants have failed to satisfy their burden of showing that Allison Littlefield’s petition arises from protected activity. We affirm the trial court’s order denying appellants’ anti-SLAPP motion. Allison2 cross-appealed from the trial court’s order insofar as it denied her request for attorney’s fees under section 425.16, subdivision (c)(1) (section 425.16(c)(1)). We agree with her that the anti-SLAPP motion was frivolous and therefore that the trial court abused its discretion in denying

1 All further statutory references are to the Code of Civil Procedure

unless otherwise specified. 2 Because several of the parties in this appeal share the same last

name, we will use their first names when we refer to them individually. No disrespect is intended. the request. We reverse that portion of the order and remand for a determination of the appropriate award.

BACKGROUND The Petition The parties to this dispute are co-trustees of The Pony Tracks Ranch Trust (the Trust) and its three sub-trusts. David and Scott are Allison’s brothers, and Denise Sobel is Allison’s aunt. Allison filed a verified petition alleging “request[s] for relief” for: (1) removal of appellants as co-trustees under Probate Code section 15642; (2) breach of fiduciary duty; and (3) breach of the Trust.3 The petition also included a “cause of action” for declaratory and injunctive relief. The petition alleged that Jacques Littlefield, the father of Allison, David, and Scott, created the Trust “to acquire and retain for the collective benefit of [his] descendants” the real property known as Pony Tracks Ranch (the Ranch). The Trust allowed Jacques’ descendants to use and occupy the Ranch rent free, to live in any of the buildings on the property, to keep animals there, and to use the property for parties, hunting, hiking, and camping. Jacques’ descendants were also to “work together in a spirit of family and cooperation in resolving any disputes about the acquisition, use, ownership and sale of the Ranch.” The Ranch is owned by Pony Tracks Ranch LLC (the LLC). The three sub-trusts are members of the LLC, and the LLC is managed by a board of managers (the board). Each of the parties to this dispute was initially named as a member of the board in his or her individual capacity. The LLC’s purpose is to acquire, own, operate, finance, refinance, and hold the Ranch.

3 Notwithstanding the labels in the petition, we will refer to these

“requests for relief” as “causes of action.”

2 At various times over the years, Allison oversaw Ranch operations. In 2020, Allison resumed an active role in supervising Ranch operations, and the LLC simultaneously employed Stacey Limbada full time to manage the Ranch. For unknown reasons, Limbada resisted Allison’s efforts to supervise Ranch operations and allegedly “began a campaign against [Allison] and [Allison’s husband, Hiruy Amanuel].” Limbada committed numerous acts of “misconduct,” including refusing to do simple tasks for Allison, accusing Amanuel of crashing an ATV, taking too long to do requested work and not finishing work, falsely accusing Allison of leaving a mess at the Ranch, denying receipt of a key card sign-out sheet, and refusing to arrange for Allison to use a van owned by the Ranch. Appellants did nothing to prevent Limbada’s misconduct and insubordinate behavior. In January 2021, Limbada encountered Amanuel at the Ranch, began yelling, threatened to call the police, and accused Amanuel of threatening her with a weapon when he was unarmed. Amanuel informed David about the incident, and Allison asked appellants to protect her husband. Appellants did not ask Amanuel what happened, and, when they responded, they accused Amanuel of bullying Limbada and said the LLC had an affirmative obligation to ensure Limbada was not subject to harassment and bullying. The petition included additional allegations regarding Limbada, including that she asked numerous questions to the LLC’s attorney about Amanuel’s past in a perceived effort to “ ‘dig up dirt;’ ” she made false accusations against Allison and called for Allison’s removal from the board; she engaged in wrongful employment practices with LLC employees and subjected the LLC to lawsuits on that basis; she complained about Allison visiting the Ranch and used the Ranch security system to eavesdrop on

3 Allison and Amanuel; and she falsely accused Amanuel of posting an allegedly defamatory and harassing letter about her online. Regarding appellants, Allison alleged that they hired legal counsel for themselves and improperly used Trust assets to pay for the expenses. They ignored Allison’s request for budgetary information about repairs on the Ranch. Appellants did not stop Limbada from engaging in wrongful employment practices with LLC employees or from using the Ranch security system to eavesdrop on Allison and her family. They refused to hire attorneys that Allison suggested for certain matters. They limited Allison’s use of the Ranch and practically prevented her use entirely. They banned Amanuel from the Ranch because of Limbada’s accusation about the letter posted online. They converted Allison’s personal property. Finally, they wrongfully removed Allison from the board and thereafter cut off her access to the Ranch’s security systems. The petition’s first cause of action sought removal of appellants as co- trustees because of their alleged breach of the Trust (described below), and their failure and declination to act in a manner consistent with their duties and obligations “including but not limited to the duty to properly manage the LLC and the Trust; to treat [Allison] fairly, equally and in good faith; to not to infringe or otherwise compromise [Allison’s] right to use the Ranch, including the right for [Allison] to enjoy the Ranch with her family, including her husband.” Allison also sought removal of the co-trustees based on hostility and lack of cooperation, and she alleged that there was “no rationale for how [appellants] could possibly fulfill their fiduciary duties by continuing to employ an employee so openly hostile to [Allison] and her husband.” The second cause of action alleged that appellants breached fiduciary duties to Allison by: (1) failing to treat her with complete fairness; (2) failing

4 to treat her with the highest duty of loyalty; (3) failing to disclose to her all material facts about the Trust’s affairs and property; 4) failing to treat her in the same manner as the other Trust beneficiaries; (5) failing to refrain from conducting themselves in any manner that was against Allison’s best interests; (6) failing to refrain from deception, concealment or nondisclosure of material facts, misconduct and mismanagement; and (7) treating Allison unequally, unfairly and in a harassing manner. The third cause of action alleged breach of Trust provisions forbidding the Trust from selling, leasing, or otherwise making the Ranch “unavailable for the use of the trust beneficiaries;” requiring appellants to manage the Ranch in good faith and for the benefit of Jacques’ descendants equally; requiring Jacques’ children to “ ‘work together in a spirit of family and cooperation in resolving any disputes about the acquisition, use, ownership and sale of [the Ranch];’ ” and naming Jacques’ descendants as the sole beneficiaries of the Trust.

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Bluebook (online)
Littlefield v. Littlefield, Counsel Stack Legal Research, https://law.counselstack.com/opinion/littlefield-v-littlefield-calctapp-2024.