Mende v. Balter CA2/7

CourtCalifornia Court of Appeal
DecidedJuly 16, 2021
DocketB303860
StatusUnpublished

This text of Mende v. Balter CA2/7 (Mende v. Balter CA2/7) 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
Mende v. Balter CA2/7, (Cal. Ct. App. 2021).

Opinion

Filed 7/16/21 Mende v. Balter CA2/7 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.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

SECOND APPELLATE DISTRICT

DIVISION SEVEN

ROGER MENDE, B303860

Plaintiff and Respondent, (Los Angeles County Super. Ct. No. BC715117) v.

JONI BALTER,

Defendant and Appellant.

APPEAL from an order of the Superior Court of Los Angeles County, Brenda J. Penny, Judge. Reversed and remanded with directions. Schindler Eyrich, John F. Eyrich for Defendant and Appellant. No appearance for Plaintiff and Respondent.

_______________________ INTRODUCTION Joni Balter appeals the order denying her special motion to strike (Code of Civ. Proc.,1 § 425.16) a first amended complaint filed by Roger Mende. Balter argues the trial court erred in denying her motion because Mende’s first amended complaint arises from activity protected by section 425.16, namely a probate lawsuit Balter filed to settle her deceased sister’s estate and Balter’s statements and conduct as special administrator of the estate. Balter also argues the litigation privilege bars Mende’s causes of action and Mende therefore cannot show a probability of prevailing on his claims. We reverse. FACTUAL AND PROCEDURAL HISTORY Balter’s sister Margie Balter died of cancer in October 2017.2 Mende alleges Margie was his “life partner of almost twenty-five years.” Since Margie’s death, Balter and Mende have been adverse in at least three lawsuits: a probate action, an unlawful detainer action, and this civil action. A. The Probate Case Balter filed a probate petition in Los Angeles Superior Court on January 19, 2018. The petition sought to admit Margie’s June 7, 2016 will to probate and Balter’s appointment as special administrator of Margie’s estate. Balter alleged Margie’s June 7, 2016 will left Margie’s Los Angeles condominium to Balter and Mende. On April 3, 2018 the court

1 Unless otherwise designated all statutory references are to the Code of Civil Procedure. 2 For clarity, we refer to Margie Balter by her first name and Joni Balter by her last name.

2 appointed Balter special administrator of the estate with authority “to marshal [Margie’s] bank accounts, to pay any estate obligations, and to deal with tax issues, if any.” Mende filed a competing probate petition in pro per on April 16, 2018 seeking to admit a will dated October 8, 2017 to probate. Mende contended the October 8, 2017 will left Margie’s condominium to Mende alone. On July 31, 2018 the court expanded Balter’s authority as special administrator to include the “additional powers” to “take title to and maintain possession of” Margie’s condominium, and to “handle the month to month tenancy of the Estate’s condominium . . . with Roger Mende.” The order further provided: “Roger Mende is to pay the fair rental value in a timely manner in a month to month tenancy if he is to reside in the condominium of the decedent. If Roger Mende fails to pay as agreed upon with the Special Administrator, then the Special Administrator may take any necessary actions to protect the estate.” B. The Civil Case After Balter and Mende filed their competing probate petitions, Mende filed this civil action in pro per against Balter on July 25, 2018. Mende filed the operative first amended complaint on October 18, 2018. In his prefatory allegations in the first amended complaint, Mende alleges that before Margie’s death Balter harassed and intimidated Margie about her career choices and business projects, her cancer treatments, and her

3 diet. Mende also alleges Balter did not help Margie care for Balter’s and Margie’s elderly parents.3 Mende alleges causes of action against Balter for negligence, misrepresentation, fraud, conspiracy, harassment, intentional infliction of emotional distress, “defamation of character and slander,” interference with contract, interference with prospective economic advantage, breach of the covenant of quiet enjoyment, and quiet title. Mende alleges Balter was negligent in her conduct as special administrator of Margie’s estate, including by carelessly closing Margie’s bank accounts and collecting paperwork from Margie’s condominium; failing to make a claim on the estate’s behalf against a deceased friend’s estate; failing to transfer the condominium’s grant deed to Mende; improperly filing the June 7, 2016 will in the probate case; failing to locate the alleged October 8, 2017 will; and generally handling her special administrator duties poorly. In his misrepresentation, fraud, and conspiracy causes of action, Mende alleges Balter misrepresented to Mende her special administrator status, duties, and authority, and falsely told Mende she had unsuccessfully searched Margie’s condominium for the alleged October 8, 2017 will. Mende alleges Balter harassed and inflicted emotional distress on him by “failing to properly and exhaustively search for Margie’s final will and thereafter submitting an old will to the court,” telling him the condominium would be sold, exaggerating the scope of her special administrator authority, “misrepresenting or hiding to [sic] the court the status of certain accounts,” “handl[ing] the

3 Mende named a second defendant (Abby Rich) in the first amended complaint. Mende dismissed the first amended complaint against Rich on May 2, 2019.

4 estate in such a way as to create chaos and difficulties,” and using her special administrator position to treat Mende badly. Mende alleges Balter defamed him by telling Mende’s unidentified “friends and associates” that Mende “was an insane squatter and impossible to deal with,” and “could never afford to stay in the [c]ondo, or ever make sufficient money to do so.” Mende also alleges Balter made rude comments about his business acumen. Mende alleges Balter interfered with alleged contracts between Margie and Mende to produce films and to permit Mende to remain in the condominium by telling Mende he could not use the condominium for film production, telling Mende he must move out of the condominium, “giving [Mende] thirty day[s’] notice to vacate” the condominium, and taking other actions related to selling the condominium. Mende alleges these same statements and conduct also constituted interference with prospective economic advantage and interfered with Mende’s quiet enjoyment of the condominium. Mende alleges a quiet title cause of action based on his contentions the June 7, 2016 will is invalid; Margie left him the condominium in the alleged October 8, 2017 will; Balter “mistakenly or fraudulently filed th[e] old will with the probate court”; Balter did not “properly list[ ] [Mende’s] joint-tenancy as part of the probate proceeding”; and Balter “beg[a]n making moves” indicating she intended to file an unlawful detainer action against Mende, and said “in open court (probate) that it is her intention to file unlaw[ful] detainer against” Mende. Mende alleges he “properly filed Margie’s final will with the probate court,” and because Margie and Mende allegedly held the condominium “as joint tenants[,] the property should have passed

5 to [Mende] upon Margie’s death and is not subject to the authority of [the] [p]robate [court].” Mende seeks $2.25 million in damages on his negligence cause of action, $1.5 million on his conspiracy cause of action, and $1.25 million on each of his causes of action for misrepresentation, fraud, harassment, intentional infliction of emotional distress, defamation, interference with contract, interference with prospective economic advantage, and breach of the covenant of quiet enjoyment.

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Mende v. Balter CA2/7, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mende-v-balter-ca27-calctapp-2021.