Mastrodimos v. Kalikas CA4/1

CourtCalifornia Court of Appeal
DecidedAugust 31, 2016
DocketD068838
StatusUnpublished

This text of Mastrodimos v. Kalikas CA4/1 (Mastrodimos v. Kalikas 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
Mastrodimos v. Kalikas CA4/1, (Cal. Ct. App. 2016).

Opinion

Filed 8/31/16 Mastrodimos v. Kalikas CA4/1 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.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

WILLIAM MASTRODIMOS, Individually D068838 and as Trustee, etc.,

Plaintiff and Respondent, (Super. Ct. No. v. 37-2013-00053062-CU-NP-CTL)

ANTHONY KALIKAS,

Defendant and Appellant.

APPEAL from a judgment of the Superior Court of San Diego County, Joel M.

Pressman, Judge. Affirmed.

Law Offices of Anthony E. Kalikas and Anthony E. Kalikas for Defendant and

Appellant.

The Stone Law Group, Kenneth H. Stone and Scott G. Braden for Plaintiff and

Respondent.

William Mastrodimos (Mastrodimos), individually and as trustee of a trust, filed

an action against defendant Anthony Kalikas alleging a claim for malicious prosecution.

He asserted Kalikas filed and prosecuted a lawsuit against Mastrodimos (the underlying lawsuit) that Kalikas knew lacked merit and pursued with malice. The trial court found

in favor of Mastrodimos, entered judgment against Kalikas and awarded $94,635 as

compensatory damages. After his motion for new trial was denied, Kalikas timely

appealed.

I

FACTUAL BACKGROUND1

A. Kalikas's Representation of John Mastrodimos (John)

John's Interest in the Country Comfort Restaurant

Sometime around 2001, John purchased the Country Comfort Restaurant in his

own name. However, the restaurant was purchased with funds belonging to James and

Youla Mastrodimos (individually James and Youla). The restaurant was placed in John's

name only because James and Youla did not converse well in English, not because John

was beneficial owner. Subsequently, Country Comfort Restaurant, Inc., was incorporated

and the stock of the corporation was issued to James and Youla individually.

Around the same time as Country Comfort Restaurant, Inc. was incorporated, an

attorney for James and Youla prepared the Country Comfort Trust. James and Youla

were both the trustors and the beneficiaries of the trust. The assets of the trust were

composed of James's and Youla's stock in Country Comfort Restaurant, Inc. The trust

provided that on their deaths John would receive the assets of the trust.

1 Our factual recitation draws on the statement of decision in the present action, and bears little resemblance to Kalikas's version of the facts, because his characterization of the facts relies principally on a declaration he filed in the underlying action, and largely ignores the facts as found by the trial court in the present action. 2 Sometime in 2004, a stock purchase agreement was prepared providing for John to

purchase 50 percent of the stock of Country Comfort Restaurant, Inc., for the sum of

$235,000. That agreement was the subject of a note and pledge agreement in which John

pledged the stock as security for the note in favor of the Country Comfort Trust.

Mastrodimos acted as an escrow holder and took possession of John's share certificate

pending payment by John of the amounts due on his promissory note.

John's Failed Lakeside Restaurant and the Clapp Litigation

In 2007 John embarked on another restaurant venture, the "Lakeside Steakhouse."

John borrowed $200,000 against the equity in a family residence he shared with James

and Youla, and used those funds to finance the purchase and initial operation of that

restaurant. However, by late 2009 the Lakeside Steakhouse was not doing well and by

September 2010 John and his partner (Mr. Vega) were in default for nonpayment of the

Lakeside Steakhouse lease, resulting in closure of the restaurant. John was also being

sued for breach of his personal guaranty of the Lakeside Steakhouse lease (the Clapp

litigation).

Around the time the Lakeside Steakhouse closed, James (with the assistance of

Mastrodimos) asked John either to bring current the payments on the $235,000

Promissory Note or convey his stock back to the Country Comfort Trust. John, who had

been unable to make any payments on the note, endorsed his shares over to the Country

Comfort Trust around September 16, 2010.

3 Kalikas's Representation of John in the Clapp Litigation

On October 29, 2010, John (accompanied by Mastrodimos) met with Kalikas, an

attorney, regarding Kalikas's potential representation of John in connection with the

Clapp litigation. Mastrodimos informed Kalikas that John was "broke." Kalikas did not

inquire about John's financial situation, his ability to pay legal fees, what assets he

owned, or what other obligations he had, and neither John nor Mastrodimos made any

representations concerning those subjects. Kalikas did not provide any estimate as to the

fees and costs that would be incurred in defending the Clapp litigation, other than to

request an initial $5,000 retainer payment. On November 1, 2010, John returned to

Kalikas's office, unaccompanied by Mastrodimos, and retained Kalikas as his attorney in

the Clapp litigation.

During the course of his representation of John, Kalikas learned that (at the time

he was retained) John did not own any real or personal property of significant value and

that his liabilities exceeded his assets. Kalikas also learned, during the course of

representing John, about John's acquisition of stock in the Country Comfort Restaurant,

Inc., and that John had surrendered his stock back to the Country Comfort Trust in

September 2010.

Kalikas also learned, during the course of his representation of John in the Clapp

litigation, about John's acquisition and subsequent divestiture of an interest in a residence

on Camino Sandoval. He learned, while representing John, that (1) John and his parents

had purchased a residence on Camino Sandoval and the $350,000 down payment came

from James and Youla; (2) title was taken to the property in the names of James and

4 Youla as to 50 percent and in John's name as to the other 50 percent, with the

understanding John would make the monthly payments on the mortgage; (3) the original

mortgage to purchase the property was $515,000 and in 2007 John borrowed another

$200,000, secured by a second trust deed against the property in his name only; (4) that

during the 10 to 12 months preceding July 2010 Mastrodimos loaned John approximately

$30,000 that John used to make the mortgage payments; and (5) in July 2010, John

transferred his interest in the property to the Mastrodimos-O'Byrne Family Trust.

Kalikas learned (while representing John during the Clapp litigation) facts that

demonstrated, at the time of the July 2010 transfer, John had exhausted any equity he

held in the Camino Sandoval property before he conveyed his interest in the property to

the Mastrodimos-O'Byrne Family Trust.2

B. The Underlying Lawsuit

Kalikas ultimately withdrew from representing John. He claimed John owed him

a balance of over $18,000 in unpaid attorney's fees and costs. Kalikas subsequently filed

the underlying action against John, and also named Mastrodimos as a defendant, alleging

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Kleveland V.Siegel & Wolensky LLP
215 Cal. App. 4th 534 (California Court of Appeal, 2013)
Sheldon Appel Co. v. Albert & Oliker
765 P.2d 498 (California Supreme Court, 1989)
Bertero v. National General Corp.
529 P.2d 608 (California Supreme Court, 1974)
In Re Marriage of Flaherty
646 P.2d 179 (California Supreme Court, 1982)
Crowley v. Katleman
881 P.2d 1083 (California Supreme Court, 1994)
Ehrler v. Ehrler
126 Cal. App. 3d 147 (California Court of Appeal, 1981)
Mayflower Insurance v. Pellegrino
212 Cal. App. 3d 1326 (California Court of Appeal, 1989)
Leonardini v. Shell Oil Co.
216 Cal. App. 3d 547 (California Court of Appeal, 1989)
Videotape Plus, Inc. v. Lyons
107 Cal. Rptr. 2d 1 (California Court of Appeal, 2001)
Claudio v. Regents of University of Cal.
35 Cal. Rptr. 3d 837 (California Court of Appeal, 2005)
Jackson v. Yarbray
179 Cal. App. 4th 75 (California Court of Appeal, 2009)
Mabie v. Hyatt
61 Cal. App. 4th 581 (California Court of Appeal, 1998)
Hufstedler, Kaus & Ettinger v. Superior Court
42 Cal. App. 4th 55 (California Court of Appeal, 1996)
Nielsen v. Gibson
178 Cal. App. 4th 318 (California Court of Appeal, 2009)
Slaney v. Ranger Insurance
8 Cal. Rptr. 3d 915 (California Court of Appeal, 2004)
Construction Financial v. Perlite Plastering Co.
53 Cal. App. 4th 170 (California Court of Appeal, 1997)
Paiva v. Nichols
168 Cal. App. 4th 1007 (California Court of Appeal, 2008)
Bond v. Pulsar Video Productions
50 Cal. App. 4th 918 (California Court of Appeal, 1996)
In Re Estate of Fain
89 Cal. Rptr. 2d 618 (California Court of Appeal, 1999)
People v. Cox
90 Cal. Rptr. 2d 9 (California Court of Appeal, 2000)

Cite This Page — Counsel Stack

Bluebook (online)
Mastrodimos v. Kalikas CA4/1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mastrodimos-v-kalikas-ca41-calctapp-2016.