Sperber v. Robinson

26 Cal. App. 4th 736, 31 Cal. Rptr. 2d 659, 94 Cal. Daily Op. Serv. 5230, 94 Daily Journal DAR 9537, 1994 Cal. App. LEXIS 699
CourtCalifornia Court of Appeal
DecidedJune 14, 1994
DocketB067205
StatusPublished
Cited by25 cases

This text of 26 Cal. App. 4th 736 (Sperber v. Robinson) 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
Sperber v. Robinson, 26 Cal. App. 4th 736, 31 Cal. Rptr. 2d 659, 94 Cal. Daily Op. Serv. 5230, 94 Daily Journal DAR 9537, 1994 Cal. App. LEXIS 699 (Cal. Ct. App. 1994).

Opinion

*739 Opinion

BOREN, P. J.

— The trial court ruled that appellant Zanwil Sperber had failed to establish an equitable lien and directed the jury to return a verdict in favor of respondents on appellant’s cause of action for declaratory relief. Appellant contends: “I. The court erred in directing a verdict in favor of defendant Robinson since there was substantial evidence tending to prove a lien[;] II. A lien was created by the conduct of the parties in looking to the res for payment of plaintiff!;] III. The judgment in favor of defendant Hopkins is not proper[; and] IV. The court erred in denying plaintiff’s motion to compel production of documents.” We affirm.

Statement of the Case

Appellant filed a complaint with four causes of action. The first two causes of action were against Christine J. Pescod (Pescod) for payment of her psychotherapy bill of $86,029.64 and for the reasonable value (stated to be $12,188) of appellant’s services as an expert witness. The third cause of action was against respondent Mark P. Robinson, Sr. (Robinson) and was for the reasonable value of appellant’s services as an expert witness in the amount of $12,188. The fourth cause of action was for declaratory relief against Pescod, Robinson and C. Mark Hopkins (Hopkins). The object of the fourth cause of action was to establish appellant’s right to an equitable lien in the amount of $98,217.64 plus interest as to a judgment in favor of Pescod in an underlying personal injury action.

After appellant and Pescod reached a compromise agreement, the trial court granted appellant’s request to dismiss Pescod and a dismissal was entered as to the first two causes of action.

Prior to trial, appellant filed a motion to compel production of documents. At appellant’s request, that motion was placed off calendar. Almost a month later, appellant filed a second motion to compel production of documents, which the trial court denied as not timely filed.

After jury trial commenced, the trial court granted Robinson’s motion for nonsuit as to the declaratory relief cause of action but set it aside pursuant to Robinson’s subsequent motion. At the conclusion of testimony, the trial court, upon motion of Robinson and Hopkins, directed the jury to enter a verdict in favor of Robinson and Hopkins on the declaratory relief cause of action to establish a lien, and the jury did so. On the cause of action for expert witness fees, the jury found in favor of appellant and assessed his damages in the amount of $7,343. The trial court then entered judgments in *740 favor of appellant and against Robinson on the cause of action for expert witness fees and against appellant and in favor of Robinson and Hopkins on the declaratory relief cause of action. The judgment as to Hopkins was granted pursuant to Code of Civil Procedure section 631.8.

Statement of Facts

Appellant is an eminent clinical psychologist with a private practice who also serves as chief psychologist in the department of psychiatry at Cedars-Sinai Medical Center. Pescod was attacked in a hotel and retained an attorney, Marvin Cherin (Cherin), in order to sue the hotel. At approximately the same time — January 1982 — Pescod’s boyfriend referred her to appellant to obtain psychological services concerning her condition after the attack. Pescod was living on a secretary’s salary and could not have paid appellant for his services. On Pescod’s initial visits with appellant, she did not discuss payment with him “because of the shape I was in.” However, she thought that he could be paid out of the proceeds of the “legal trial that I was about to pursue.”

Appellant received a letter from Cherin’s law firm dated January 11,1982, requesting that he provide a narrative psychological report to the law firm. The letter also told appellant to include a copy of the billing and informed him that “Any liens submitted by your office will be honored and paid out of any settlement.” After receiving this letter, appellant only asked Pescod to sign a waiver of confidentiality concerning such a report along with the direction that appellant’s bills be sent to Cherin’s office.

Pescod subsequently replaced Cherin with other attorneys. At some point, Hopkins began handling Pescod’s case, and thereafter Robinson took over. In January 1986, appellant wrote to Hopkins enclosing an unsigned lien form and requesting that Pescod and Hopkins execute that form. This was the first time in appellant’s 30-year practice that he had ever used such a form. Hopkins signed the lien form and forwarded it to Pescod at her residence to obtain her signature. A copy of this lien form with only Hopkins’s signature on it and dated January 20, 1986, was found in Robinson’s files during discovery. Pescod testified she had signed it and had sent it back to Hopkins’s office. 1 Appellant forwarded a second lien form to Hopkins, which Hopkins also signed and forwarded to Pescod. Pescod testified that she did *741 not receive this form and the one in Robinson’s files was signed only by Hopkins and dated December 16, 1986.

Appellant never received back a lien form signed by Pescod although eventually he received one signed by Hopkins. During the period he counseled Pescod, appellant sent his bills to Robinson’s office. Robinson never inquired about the bills. Subsequently, Robinson requested appellant’s assistance to be a “key witness” at trial and to help prepare Pescod for her testimony. At no time did Robinson and appellant discuss the billing, and no rates or percentages were discussed. Appellant intentionally avoided asking Pescod about the lien or the billing.

Prior to trial in the underlying case, Robinson met several times with appellant. Robinson intended to use appellant as a percipient witness, the treating doctor of the patient, Pescod. Robinson used “Dr. Dunn,” a psychiatrist-neurologist, as his expert witness. When appellant met with Robinson prior to appellant’s testimony at Pescod’s underlying trial, appellant asked Robinson to try to get a lien signed by Pescod. Robinson asked, but Pescod refused and told Robinson she would not sign a lien form. Later, appellant claimed he did have a signed lien form but Robinson never saw one signed by Pescod, although he did see one signed by Hopkins alone. In Robinson’s view, a lien had no validity unless it was signed by the client. Appellant and Robinson did not discuss payment of Pescod’s bills, and Robinson was merely aware of appellant’s hourly rate.

The underlying case against the hotel went to trial. Robinson conducted only a short direct examination of appellant, but appellant was then subjected to an extensive cross-examination. Pescod received a judgment in the amount of $326,000. Pescod had been offered a settlement in the case for $120,000 but had rejected that offer in view of the size of the debt she owed appellant. As the net recovery, Pescod was paid $79,526.31. The rest of the recovery was disbursed to cover attorney fees and costs.

Subsequent to trial, appellant presented to Robinson two bills, one for psychiatric services and the second for his trial testimony. The latter bill was for $12,188, which Robinson thought excessive.

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Cite This Page — Counsel Stack

Bluebook (online)
26 Cal. App. 4th 736, 31 Cal. Rptr. 2d 659, 94 Cal. Daily Op. Serv. 5230, 94 Daily Journal DAR 9537, 1994 Cal. App. LEXIS 699, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sperber-v-robinson-calctapp-1994.