Zawtocki v. Black Angus Steakhouses CA4/2

CourtCalifornia Court of Appeal
DecidedAugust 11, 2016
DocketE062969
StatusUnpublished

This text of Zawtocki v. Black Angus Steakhouses CA4/2 (Zawtocki v. Black Angus Steakhouses CA4/2) 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
Zawtocki v. Black Angus Steakhouses CA4/2, (Cal. Ct. App. 2016).

Opinion

Filed 8/11/16 Zawtocki v. Black Angus Steakhouses CA4/2

NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.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

FOURTH APPELLATE DISTRICT

DIVISION TWO

ALLAN ZAWTOCKI, as Co-Trustee etc. et al., E062969 Plaintiffs and Appellants, (Super.Ct.No. RIC1409802) v. OPINION BLACK ANGUS STEAKHOUSES, LLC,

Defendant and Respondent.

APPEAL from the Superior Court of Riverside County. John W. Vineyard, Judge.

Affirmed.

Niddrie Addams and John S. Addams; Thomas P. Sayer for Plaintiffs and

Appellants.

Shoreline, Andrew S. Pauly, and Damon A. Thayer for Defendant and

Respondent.

The lease in this case provided that, if and when the lessee exercised its option to

extend the lease, the new minimum rent would be determined by so-called “final offer”

1 or “baseball” arbitration. Specifically, the lessor would make an offer; the lessee would

be bound by the lessor’s offer, unless it made its own offer within 30 days; and then the

lessor would be bound by the lessee’s offer, unless it demanded arbitration within 15

days. If the lessor did demand arbitration, the arbitrator would have to adopt either the

lessor’s offer or the lessee’s offer — the arbitrator could not split the baby.

Here, the lessor1 offered $220,000 a year. The lessee2 offered $140,000 a year.

Rather than demand arbitration, the lessor protested that the lessee had not calculated its

offer in accordance with guidelines set forth in the lease; it waited to hear back from the

lessee, but meanwhile, its time to demand arbitration expired.

The trial court denied the lessor’s petition to compel arbitration, ruling that it had

failed to make a timely demand. As the lessor notes, ordinarily, the denial of an

arbitration petition allows the parties to carry on their dispute, albeit in a judicial forum;

in this case, however, the denial of the petition effectively resolves the dispute. The

arbitration petition is, so to speak, the whole ball game.

The lessor appeals, contending:

1. The lessee’s notice was ineffective because it did not comply with the lease.

1 The current lessor is a trust — namely, Allan Zawtocki, William Rhett Tabor, and William W. Paty, as trustees under the will and estate of Mark Alexander Robinson and as trustees under a deed of trust dated July 30, 1953 and executed by Mark Alexander Robinson and Mary Kapuahaulani Hart Robinson. We will refer to these trustees collectively as the Trust. 2 The current lessee is Black Angus Steakhouses, LLC (Black Angus).

2 2. The lessor was entitled to relief from forfeiture under Civil Code section 3275.

3. The lessor’s forfeiture was excused by waiver or estoppel.

4. The trial court erred by failing to consider waiver, estoppel, and relief from

forfeiture.

We find no error. Hence, we will affirm.

I

FACTUAL BACKGROUND

The following facts are taken from the evidence introduced in support of and in

opposition to the petition to compel arbitration.

A. The Relevant Lease Provisions.

In 1994, the Trust’s predecessor in interest leased certain property in Temecula to

Black Angus’s predecessor in interest, for use as a restaurant. The initial lease term was

20 years. The lessee had the option to extend the lease for three successive five-year

terms. During the first extended term, the minimum rent would be set as follows:

“Within thirty (30) days following Lessor’s receipt of [Lessee’s] Notice of

Exercise, Lessor shall notify Lessee in writing of its opinion of Fair Market Rental . . . for

the Extended Term (‘Lessor’s Rental Notice’). If Lessee disagrees with Lessor’s opinion

of the Fair Market Rental, it shall so notify Lessor (‘Lessee’s Value Notice’) within thirty

(30) days after receipt of Lessor’s Rental Notice. Lessee shall be bound by the Fair

Market Rental stated in Lessor’s Rental Notice if Lessee does not deliver Lessee’s Value

Notice to Lessee [sic] within such thirty (30)-day period. If the parties are unable to

3 resolve their differences within ten (10) days after Lessor’s receipt of Lessee’s Value

Notice, either party may apply for Arbitration . . . . If neither party applies for Arbitration

within fifteen (15) days after receipt by Lessor of Lessee’s Value Notice, Lessor shall be

bound to the Fair Market Rental stated in Lessee’s Value Notice.”

Once arbitration was demanded, the arbitrator was required to select either the

Lessor’s Fair Market Rental or the Lessee’s Fair Market Rental: “The arbitrator shall

have no right to propose a middle ground or any modification of either of the proposed

valuations.”

During the second and third extended term, the minimum rent was fixed at 110%

of the minimum rent for the preceding extended term. Thus, the procedure for

determining the rent for the first extended term effectively also determined the rent for

the second and third extended term.

The lease defined “Fair Market Rental” as “the Minimum Monthly Rent

chargeable for the Original Leased Premises, based on the following factors applicable to

the Original Leased Premises or any premises comparable to the Original Leased

Premises:

“[]1 Rental rates being charged for premises comparable to the Original Leased

Premises in the same geographical location and the relative locations of such comparable

premises.

“[]2 Improvements . . . .

“[]3 Free rent periods or other rental concessions [and r]ental adjustments, if any.

4 “[]4 Services and utilities provided or to be provided.

“[]5 Use limitations or restrictions.

“[]6 Lessor’s obligation to pay brokerage commissions.

“[]7 The period of vacancy prior to complete execution of a new lease for the

Leased Premises.

“[]8 Any other relevant Lease terms or conditions.”

B. The Parties’ Respective Notices.

On June 17, 2014,3 Black Angus exercised its option to renew for the first

extended term.

The Trust obtained a professional appraisal, which concluded that the fair market

rent was $208,833 per year. On August 1, 2014,4 the Trust gave Black Angus notice that

its opinion of fair market rent was $220,000 per year (the Trust’s notice).

3 Any date stated in this section is the date the letter or email in question was sent.

The lease provided that notices given by personal delivery were effective on the same day; notices given by “reputable courier service” were effective on the following business day; and notices given by mail were effective three days later. However, any time lapse between the date a notice was sent and the date it became effective is not material in this case. When the parties responded to notices, their responses were timely, even if we assume the shortest possible time; and when they failed to respond to notices, their responses were untimely, even if we assume the longest possible time. 4 This was more than 30 days after Black Angus exercised its option, and therefore late under the terms of the lease. However, Black Angus waived timely compliance with the 30-day requirement by responding with its own notice.

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