Marriage of Blum & Herbstman CA6

CourtCalifornia Court of Appeal
DecidedAugust 15, 2023
DocketH048887
StatusUnpublished

This text of Marriage of Blum & Herbstman CA6 (Marriage of Blum & Herbstman CA6) 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
Marriage of Blum & Herbstman CA6, (Cal. Ct. App. 2023).

Opinion

Filed 8/15/23 Marriage of Blum & Herbstman CA6 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.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

SIXTH APPELLATE DISTRICT

In re Marriage of ADAM BLUM and H048887 LAUREN HERBSTMAN. (Santa Clara County Super. Ct. No. 2005-1-FL-129664)

ADAM BLUM,

Appellant,

v.

LAUREN HERBSTMAN,

Respondent.

In this family law proceeding, Adam Blum appeals from the November 10, 2020 order (November 10 order) granting Lisa Herbstman’s motion to compel responses to her request to produce certain documents related to his finances. On appeal, Blum raises multiple claims of error, as follows: (1) the November 10 order compels discovery in violation of a protective order issued by the Contra Costa County Superior Court in a separate proceeding; (2) the trial court lacked jurisdiction to issue the November 10 order because a prior hearing on child support arrears had resolved all issues related to the Smith-Ostler1 calculations and no matters were reserved

1 A Smith-Ostler (In re Marriage of Ostler & Smith (1990) 223 Cal.App.3d 33), sometimes known as Ostler-Smith, “provision is ‘an additional award, over and above guideline support, expressed as a fraction or percentage of any discretionary bonus actually received.’ [Citations.] Its purpose is to capture fluctuations in the supporting (continued) or continued; (3) the trial court lacked jurisdiction to enter the November 10 order because, at the time of the hearing on Herbstman’s discovery requests, there were no motions pending regarding child support; (4) the trial court lacked jurisdiction to order discovery because all such matters were stayed due to a pending appeal; (5) even if the trial court had reserved jurisdiction over Smith-Ostler calculations, child support cannot be retroactively modified; (6) the trial court employed the wrong legal standard when ordering the discovery and took no evidence from the parties before issuing the November 10 order, and (7) the November 10 order was beyond the scope of Blum’s original motion on child support arrears. As we explain below, we conclude that none of Blum’s arguments have merit.2 We will affirm the order. I. FACTUAL AND PROCEDURAL BACKGROUND3 Herbstman and Blum married in April 2004 and their only child was born in July of that year. They separated in December 2004, and Blum filed for divorce in October

spouse’s income that are not included in a flat rate amount of support.” (In re Marriage of Minkin (2017) 11 Cal.App.5th 939, 949.) 2 In her responding brief, Herbstman invites the court to consider, on its own motion, imposing sanctions against Blum pursuant to California Rules of Court, rule 8.276(a). We decline the invitation. Unspecified rule references are to the California Rules of Court. 3 Herbstman requests that this court take judicial notice of this court’s prior opinion in Blum v. Herbstman (June 13, 2022, H045460, H046286, H047513 (Blum) [nonpub. opn.]) on the ground that it is relevant to the issues raised in the instant appeal. Blum opposes the request, arguing that the trial court was not asked to take judicial notice of the opinion and that Herbstman has failed to show that the opinion is of “substantial consequence.” We disagree with Blum and will take judicial notice of our prior opinion. (Evid. Code, §§ 452, subd. (d)(1), 459, subd. (a).) As Blum acknowledges, the prior opinion, issued on June 13, 2022, did not exist at the time of the November 10, 2020 order that Blum has appealed. Herbstman cannot be faulted for failing to ask the trial court to take judicial notice of something that did not exist.

2 2005. “Since that time, the parties have been engaged in high conflict litigation concerning child custody and support.” (Blum, supra, at p. 2.) Following a child support trial in 2011, Blum was ordered to pay $1,441 in monthly child support to Herbstman. In January 2015, Herbstman requested an order modifying Blum’s child support obligations based on claims that Blum had failed to disclose proceeds from the sale of his company during the 2011 child support trial and had otherwise misstated his finances. Herbstman’s child support modification request was tried in September 2017 and the trial court issued its final statement of decision in August 2018. In that decision, the court ordered Blum to pay Herbstman $905 in monthly child support (retroactive to the January 2015 filing of the request to modify) and ordered an annual Ostler-Smith payment to be paid each year by December 31. The court further ordered that “[a]ny overpayment of child support from 2015 to present shall be offset by any amount due and owing under Smith-Ostler.” Herbstman’s appeal from the August 2018 order was addressed in Blum, supra, at page 7. In April 2019, Blum requested an order to determine child support arrears and interest (Blum’s RFO) claiming that he had overpaid Herbstman $24,753 in child support from January 2015 to September 2018. On August 5, 2019, Herbstman propounded requests for production of documents (August RPD) on Blum. In the August RPD, Herbstman requested that Blum produce, among other things, documentation regarding any account with any financial institution in Blum’s name from August 1, 2017, through the date of production of documents. During the August 29, 2019 hearing on Blum’s RFO, after Herbstman, appearing in propria persona, repeatedly questioned the calculation of Blum’s Smith-Ostler arrears, the trial court assured her that her “rights to discovery are not impeded in any way. We are taking [Blum]’s admission as your starting point, and you are free to gather whatever evidence you have. You're free to conduct whatever discovery you wish and then you

3 will have the opportunity to present whatever evidence you obtain when you believe that that amount is not correct.” The court later acknowledged that Herbstman disputed the amount of arrears and again informed Herbstman that she “may again conduct whatever discovery, obtain whatever evidence, and produce whatever [she] obtain[s] in an evidentiary hearing, and [the] Court retains jurisdiction over Smith-Ostler.” In the court’s order following the hearing, the judge handwrote: “This amount is without prejudice for [Herbstman] to dispute amount and conduct discovery.” Herbstman appealed from this order. (Blum, supra, at p. 7.) On October 4, 2019, Herbstman moved to compel discovery on the August RPD, arguing the requested documents were relevant to establishing the true amount of Blum’s income for Smith-Ostler purposes. In his opposition, Blum argued that there was no basis to compel production of documents from him because there was no motion pending related to child support, and the request was nothing more than a fishing expedition. Blum also argued that Herbstman failed to establish good cause for the discovery and that her request was retaliatory. At the November 9, 2020 hearing on Herbstman’s motion to compel, neither party testified nor were any documents submitted into evidence.4 In its November 10, 2020 written order (November 10 order) granting Herbstman’s motion, the court found that the documents Herbstman had requested “pertain[] to [Blum]’s assets and finances, which is directly relevant to the reserved issue of Smith/Ostler arrears” and directed Blum to “serve code compliant further responses . . .

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