Martello v. Merliss CA2/1 ( 2021 )


Menu:
  • Filed 4/1/21 Martello v. Merliss CA2/1
    NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS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    not been certified for publication or ordered published for purposes of rule 8.1115.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 ONE
    JEANNETTE MARTELLO,                                                   B300268
    Plaintiff and Appellant,                                    (Los Angeles County
    Super. Ct. No. BC 589157)
    v.
    JOSHUA MERLISS,
    Defendant and Respondent.
    APPEAL from a judgment of the Superior Court of
    Los Angeles County, Richard J. Burdge, Jr., Judge. Affirmed.
    ____________________________
    Crawford Law Group and Daniel A. Crawford for Plaintiff
    and Appellant.
    Cheong, Denove, Rowell, Bennett & Hapuarachy and Wilkie
    Cheong for Defendant and Respondent.
    ____________________________
    Plaintiff and appellant Jeannette Martello challenges the
    trial court’s grant of summary judgment in favor of defendant
    and respondent Joshua Merliss. Martello performed hand surgery
    on Stella Madrid to correct injuries Madrid suffered from a faulty
    garage door. Merliss, who is an attorney, represented Madrid
    in a personal injury lawsuit and ultimately obtained a $100,000
    settlement from the insurance company representing Madrid’s
    landlord. When Martello was unable to obtain a share of the
    settlement proceeds as compensation for the medical work she
    performed, she filed suit against Merliss, alleging that he made
    false statements that prevented her from claiming a portion of
    the settlement.1 Martello contends that there were triable issues
    of material fact as to all of her claims, and that the trial court
    therefore erred by granting summary judgment in favor of
    Merliss. We affirm.
    FACTS AND PROCEEDINGS BELOW
    In June 2010, the garage door of the house Madrid
    was renting malfunctioned, severing the tip of one of Madrid’s
    fingers. Madrid was taken to a hospital, where Martello
    successfully operated on her. As a condition of operating on her,
    Martello required Madrid to handwrite and sign a statement
    acknowledging that Martello was an independent contractor, and
    1  In addition to Martello’s suit against Merliss, this case
    includes a cross-complaint by Madrid against Martello, alleging
    that Martello improperly interfered with Madrid’s ability to
    collect her settlement check. In a prior appeal (Martello v. Merliss
    (Dec. 13, 2017, B277570) [nonpub. opn.]), we affirmed the trial
    court’s denial of an anti-SLAPP motion to dismiss (see Code Civ.
    Proc., § 425.16) the cross-complaint. Except when necessary, we
    limit our discussion in this opinion to the facts and issues relevant
    to Martello’s claims against Merliss.
    2
    that Madrid was financially responsible for any of Martello’s bills
    that her insurance did not pay. Martello did not tell Madrid how
    much she would charge.
    Martello suggested that Madrid should consult with Merliss
    about representing her in a personal injury lawsuit against her
    landlord. Shortly after the injury, Madrid met with and retained
    Merliss to represent her. Martello had previously referred
    patients to Merliss, with the understanding that if Merliss
    recovered any money for the patient, Martello would receive
    payment for her medical bills from the proceeds. In addition,
    Merliss represented Martello in other litigation, including cases in
    which Martello sued to collect unpaid debts from former patients.
    Three of these cases were active from 2010 until January 2012,
    while Merliss was representing Madrid. Although Martello had a
    law degree, Merliss sometimes gave her legal advice in situations
    where she had not formally hired him to represent her.
    In September 2010, Madrid switched to a different doctor
    for continuing treatment of her hand injury. In February 2011,
    Martello sent Madrid a bill for $27,750 for the services she had
    rendered. Madrid did not pay the full amount, and over the next
    two years, Martello made several efforts to collect the debt. These
    included email correspondence with Merliss in which Martello
    attempted to enlist Merliss’s help in convincing Madrid to sign a
    lien agreement to allow Martello to collect her payment from any
    future proceeds from Madrid’s case. Martello also billed Madrid’s
    health insurance provider, which ultimately sent Madrid a check
    for $1,375, but refused to pay any additional amount. Madrid
    made two installment payments totaling $350 toward Martello’s
    bill, but she never forwarded to Martello the money she had
    received from her insurance company. After April 2012, Madrid
    3
    made no more payments to Martello, and she never signed the
    lien agreement Martello sent to Merliss.
    On May 15, 2012, Merliss filed Madrid’s personal injury
    lawsuit against her landlord. In July 2014, Martello filed a notice
    of lien in that case, claiming under penalty of perjury that she had
    “an outstanding medical lien in the amount of $32,130.”
    On May 22, 2015, Merliss wrote an email to Martello
    noting that there was a settlement conference in Madrid’s lawsuit
    scheduled for the following day and asking, “How much is the
    least you will accept on your bill so that I can let [Madrid] know
    and make it a topic at the conference. Hopefully, you will get
    paid. Please be reasonable and realistic.” At that settlement
    conference, the parties to the personal injury suit settled the
    case for $100,000. Because of Martello’s filed notice of lien, the
    insurance company representing Madrid’s landlord sent Merliss a
    check for $32,130 payable to both Martello and Merliss. Martello
    believed she was entitled to the full amount of the payment.
    Madrid disagreed and was willing to allow Martello only $7,000
    as full satisfaction of the debt. Martello refused the offer and also
    refused to endorse the check. With the proceeds of the check still
    unclaimed two years later, the insurance company interpleaded
    the $32,130 with the trial court, where the money remains
    pending the outcome of litigation.
    On July 23, 2015, Martello filed suit against Merliss,
    alleging causes of action for fraud, negligent misrepresentation,
    breach of fiduciary duty, intentional interference with contractual
    relations, and unfair business practices. The gravamen of all of
    her claims was that Martello had a written lien agreement with
    Madrid, but that Merliss had improperly interfered with her
    ability to collect the money she was owed by making false and
    misleading statements. On February 27, 2019, Merliss filed a
    4
    motion for summary judgment, which the trial court granted. The
    trial court concluded that there was no evidence that Martello had
    a medical lien for the proceeds of the personal injury suit, nor that
    Merliss had a fiduciary duty to her. The court also determined
    that no evidence supported that Merliss made false statements
    to Martello about her rights regarding her claimed lien, and that
    any other allegedly false statements were outside the scope of the
    allegations in the complaint.
    DISCUSSION
    Martello contends that the trial court erred by granting
    summary judgment in favor of Merliss because there were triable
    issues of material fact with respect to all of her causes of action.
    We begin by addressing an issue common to all of Martello’s
    causes of action, namely whether Martello had a lien to the
    proceeds of Madrid’s personal injury suit. We then consider each
    of Martello’s causes of action in turn, and conclude that the trial
    court did not err. We thus affirm the judgment.
    A.    Principles of Summary Judgment Law
    Summary judgment is proper when there are no triable
    issues of material fact and the moving party is entitled to
    judgment as a matter of law. (Nealy v. City of Santa Monica
    (2015) 
    234 Cal.App.4th 359
    , 370; Aguilar v. Atlantic Richfield
    Co. (2001) 
    25 Cal.4th 826
    , 843 (Aguilar); Code Civ. Proc., § 437c,
    subd. (c).) A defendant moving for summary judgment bears
    an initial burden of showing that one or more elements of the
    plaintiff ’s cause of action cannot be established or that there
    is a complete defense to that cause of action. (Nealy v. City of
    Santa Monica, supra, 234 Cal.App.4th at p. 370; Aguilar, 
    supra,
    25 Cal.4th at p. 849.) If the defendant meets this burden, the
    plaintiff has the burden to demonstrate one or more triable issues
    5
    of material fact as to the cause of action or defense. (Aguilar,
    
    supra, at p. 849
    .) A triable issue of material fact exists “if, and
    only if, the evidence would allow a reasonable trier of fact to find
    the underlying fact in favor of the party opposing the motion in
    accordance with the applicable standard of proof.” (Id. at p. 850.)
    In reviewing summary judgment, “[w]e review the trial
    court’s decision de novo, liberally construing the evidence in
    support of the party opposing summary judgment and resolving
    doubts concerning the evidence in favor of that party.” (State of
    California v. Allstate Ins. Co. (2009) 
    45 Cal.4th 1008
    , 1017–1018.)
    B.     There Is No Evidence Martello Had a Lien over
    the Proceeds of Madrid’s Lawsuit
    A common question with respect to all of Martello’s causes
    of action is whether she had a lien on the proceeds of Madrid’s
    personal injury suit.
    After arguing before the trial court that she had a lien,
    Martello “concede[d]” in her opening brief that the document
    Madrid signed before undergoing surgery on June 4, 2010 “did not
    create a lien.” Apart from a single, unsupported claim that she
    “arguably had an equitable lien on Madrid’s settlement money,”
    Martello made no other argument in her opening brief to support
    that she had a lien. In her reply brief, Martello argued in support
    of her claim of a lien on two new grounds. She argued that she
    had an equitable lien, and also that she had a “consensual lien”
    under Nicoletti v. Lizzoli (1981) 
    124 Cal.App.3d 361
     (Nicoletti).
    “ ‘ “Points raised in the reply brief for the first time will not
    be considered, unless good reason is shown for failure to present
    them before.” ’ ” (Shade Foods, Inc. v. Innovative Products Sales
    & Marketing, Inc. (2000) 
    78 Cal.App.4th 847
    , 894–895, fn. 10.)
    Martello has presented no explanation for her failure to make
    6
    her arguments regarding the lien in her opening brief. She has
    therefore forfeited them.2
    Martello’s claim also fails on the merits because she has
    failed to produce any evidence that she had or is entitled to an
    equitable lien. Courts have held that an equitable lien existed in
    cases where the parties did not have an explicit lien agreement,
    but only when the parties demonstrated that they intended for a
    party to have a right to a property or source of funds as security
    for an obligation. Thus, in a case involving an attorney’s claim to
    the proceeds of a client’s lawsuit, the court explained that “[t]he
    real question in each case is, whether or not the parties have
    contracted that the lawyer is to look to the judgment he may
    secure as security for his fee. If so, an equitable lien is created.”
    (Wagner v. Sariotti (1943) 
    56 Cal.App.2d 693
    , 697.) The same
    is true with real estate liens: “An equitable lien may be imposed
    upon real property where the parties intend the property operate
    as security for the obligation.” (Isaac v. City of Los Angeles
    (1998) 
    66 Cal.App.4th 586
    , 598.) In a case similar to this one,
    where there was insufficient evidence that a plaintiff ever signed
    an agreement to allow her psychologist to recover his fees from
    the proceeds of the plaintiff ’s lawsuit, the court affirmed the
    trial court’s refusal to impose an equitable lien in favor of the
    psychologist. (See Sperber v. Robinson (1994) 
    26 Cal.App.4th 736
    ,
    743–744.) At a minimum, for an equitable lien to be appropriate,
    2 Martello’s one-sentence assertion, with no argument or
    citation to authority, that she might have had an equitable lien,
    was insufficient to preserve this issue. (See Trinkle v. California
    State Lottery (2003) 
    105 Cal.App.4th 1401
    , 1413 [“unless a party’s
    brief contains a legal argument with citation of authorities on
    the point made, the court may treat it as waived and pass on it
    without consideration”].)
    7
    the party claiming the lien must be able to show that she believed
    a lien existed, that the opposing party was aware of this belief and
    allowed it to persist. (See County of Los Angeles v. Construction
    Laborers Trust Funds for Southern California Admin. Co. (2006)
    
    137 Cal.App.4th 410
    , 415.)
    In this case, Martello has produced no evidence that
    Madrid ever agreed to give her a lien to the proceeds of the
    lawsuit. The only written agreement we have seen in the record
    is a handwritten document that Martello required Madrid to
    sign in the hospital before Martello would agree to operate on
    Madrid’s hand. The document provides, “I have been informed by
    Dr. Martello that she is not an employee of Huntington Memorial
    Hospital. I have been told that Dr. Martello is an independent
    contractor. There will be a separate bill sent to me for her . . .
    services. As a courtesy to me, Dr. Martello’s office will bill my
    insurance company. I accept financial responsibility for any
    portion of Dr. Martello’s bill that is not covered by my insurance.”
    The document makes no mention of a potential lawsuit, nor any
    indication that Martello would have any interest in its proceeds.
    Subsequently, in November 2011, March 2012, and August
    2012, Martello emailed Merliss to ask him to convince Madrid to
    sign a lien agreement. On the latter two occasions, she attached
    a document labeled “Stella Madrid Medical Lien” for Madrid
    to sign. This document, if Madrid had signed it, would have
    authorized Merliss to pay Martello’s bills “and to withhold” the
    amount of the bills “from any settlement, judgment or verdict”
    obtained in Madrid’s lawsuit. Madrid claims that she refused
    to sign the agreement, and Martello has produced no evidence to
    the contrary.
    Thus, there is no evidence that Madrid ever intended to
    allow Martello to look to the proceeds of the personal injury suit
    8
    as a source of payment for her medical bills, nor has Martello
    presented any evidence that she reasonably expected a judgment
    or settlement of the case to secure her right to payment. Thus,
    Martello has failed to create a triable question of material fact
    that she is entitled to an equitable lien.
    Martello also contends in her reply brief that, under
    Nicoletti, supra, 
    124 Cal.App.3d 361
    , a doctor who provides
    medical services to a patient automatically obtains a lien over any
    proceeds from a personal injury lawsuit arising from the patient’s
    injury. This is a misreading of the case law. In Nicoletti, the
    court held that consensual medical liens took precedence over a
    judgment creditor’s claim to the proceeds of a lawsuit, regardless
    of whether the doctors had filed a financial statement to perfect
    the lien. (See 
    id.
     at pp. 369–370.) The case did not address the
    requirements for creating a medical lien, either contractual or
    equitable, and it certainly does not stand for the proposition that
    “consensual liens” (id. at p. 369) can be created without the
    consent of the party to be charged. We found no merit when
    Martello made the same argument in her previous appeal (see
    Martello v. Merliss, supra, B277570), and we reach the same
    conclusion now.
    C.    Fraud and Negligent Misrepresentation Claims
    Martello argues that there is a triable question of material
    fact on her claims of fraud and negligent misrepresentation
    because Merliss made false statements to dissuade her from filing
    suit against Madrid for breach of contract or unjust enrichment.
    In May 2015, just after Madrid’s personal injury suit settled,
    Martello contends that Merliss misled her by listing only three
    alternatives for her to pursue:
    9
    “1. You can accept $7,000.00 in full satisfaction of your lien.
    “2. We can go to binding arbitration.
    “3. I can file a motion with the trial court asking that your
    lien be stricken. Once it is, [the insurance company] will release
    the $32,000.00.”
    Merliss urged Martello “to accept the $7,000.00 which is
    more than fair considering the amount the case settled for and
    your risk of receiving only $1,375.00 should the matter be
    litigated or proceed to arbitration.”3
    According to Martello, Merliss failed to mention “an obvious
    fourth option, which was to sue Madrid to collect on the financial
    responsibility agreement.” In addition, Martello claims that
    a month later, Merliss incorrectly told her that “the statute of
    limitations is long over for you to sue” Madrid. And she argues
    that when Martello threatened to sue Madrid at an earlier point
    in the case in August 2012, Merliss misled her by urging her to
    “[s]low down.”
    These arguments fail because Martello did not raise them
    before the trial court. “Though this court is bound to determine
    whether defendants met their threshold summary judgment
    burden independently from the moving and opposing papers, we
    are not obliged to consider arguments or theories . . . that were
    not advanced by plaintiffs in the trial court. ‘Generally, the rules
    relating to the scope of appellate review apply to appellate review
    of summary judgments. [Citation.] An argument or theory
    will . . . not be considered if it is raised for the first time on appeal.
    [Citation.] Specifically, in reviewing a summary judgment, the
    appellate court must consider only those facts before the trial
    3$1,375 was the amount of the payment Madrid received
    from the insurance company and did not forward to Martello.
    10
    court, disregarding any new allegations on appeal. [Citation.]
    Thus, possible theories that were not fully developed or factually
    presented to the trial court cannot create a “triable issue” on
    appeal.’ (American Continental Ins. Co. v. C & Z Timber Co.
    (1987) 
    195 Cal.App.3d 1271
    , 1281 . . . .) ‘A party is not permitted
    to change his [or her] position and adopt a new and different
    theory on appeal. . . .’ [Citation.]” (DiCola v. White Brothers
    Performance Products, Inc. (2008) 
    158 Cal.App.4th 666
    , 676
    (DiCola).)
    In her proceedings before the trial court, Martello did not
    present her theory that Merliss defrauded her by attempting
    to dissuade her from filing suit against Madrid for breach of
    contract or unjust enrichment. Instead, Martello argued an
    entirely different theory of fraud, claiming that “Merliss made
    written and oral statements to [Martello] about her rights under
    her lien agreement with . . . Madrid.” (Capitalization omitted.)
    She alleged that Merliss falsely told her “that her lien claim was
    subordinate to his own claim for attorney’s fees; the amount of
    her claim was compromised due to the limits on his own claim
    for attorney’s fees; and, [Martello] would have to agree to discount
    her lien claim substantially in order to receive any payment.”
    To permit Martello to argue a completely different theory now,
    when Merliss did not have an opportunity to challenge them
    below, “ ‘would not only be unfair to the trial court, but manifestly
    unjust to the opposing litigant.’ ” (DiCola, supra, 158 Cal.App.4th
    at p. 676.)
    D.    Breach of Fiduciary Duty
    Martello claims that the trial court erred by finding
    no triable question of material fact on her claim of breach of
    fiduciary duty. According to Martello, Merliss had a fiduciary
    11
    duty to her as a current or former client, and he breached his duty
    by violating a number of California Rules of Professional Conduct
    in the Madrid case. Martello’s argument fails because to state a
    claim for breach of fiduciary duty, a plaintiff must not only show
    that a fiduciary duty existed and that the defendant breached
    it, but also “damage proximately caused by that breach.” (IIG
    Wireless, Inc. v. Yi (2018) 
    22 Cal.App.5th 630
    , 646.) Martello has
    failed to create a triable question of material fact as to this last
    requirement.4
    Martello claims that Merliss caused damages by preventing
    her from enforcing her right to collect from Madrid, but the
    evidence does not support these claims. The email correspondence
    between the parties in 2011 and 2012 shows that Merliss
    accurately described the law and Martello’s legal rights. When
    Martello wrote to Merliss in February 2011 complaining that
    Madrid would not pay her, he advised her to “put the balance
    owed by her on a lien.” In March 2012, when Martello complained
    that Madrid would not sign the lien agreement, Merliss
    encouraged her to “[s]end her a statement and lien,” and “[t]ell her
    4 The trial court did not rely on the question of causation as
    a ground for granting summary adjudication in favor of Merliss
    on this cause of action. We therefore invited the parties, pursuant
    to Code of Civil Procedure section 437c, subdivision (m)(2) “to
    present their views on the issue by submitting supplemental
    briefs.” In her supplemental brief, Martello argued for the first
    time that Merliss breached his fiduciary duty by disclosing
    confidential information and engaging in other misconduct in
    connection with his motion to have Martello declared a vexatious
    litigant. Martello did not make this claim either in her complaint
    or in her opposition to summary judgment. We therefore
    disregard it now. (See DiCola, supra, 158 Cal.App.4th at p. 676.)
    12
    you will forego collection if she signs the lien, [and] mails a copy
    to you and one to me.” In August 2012, Merliss told Martello that
    Madrid “has to sign [the lien] for it to be enforceable.” Martello
    has not presented any legal basis that these statements were
    an incorrect description of the facts or law. In the same August
    2012 email conversation, when Martello threatened to obtain
    a judgment against Madrid if she did not agree to a lien, Merliss
    asked Martello to “[s]low down” so that he could discuss the issue
    with Madrid, and told Martello that “[i]f she will not agree, I will
    let you know.” Martello could not have reasonably interpreted
    this as a signal to wait for years before attempting to enforce her
    claim against Madrid.
    Nor is there evidence that Merliss’s actions in settling
    Madrid’s case in 2015 damaged Martello. Martello alleges that
    Merliss attempted to mislead her by demanding that she reduce
    her claim against Madrid to $7,000, without noting that she could
    sue Madrid for breach of contract or unjust enrichment. But these
    communications took place in May and June of 2015. Martello
    sued Merliss for fraud and breach of fiduciary duty in July.
    There is no evidence that Martello heeded Merliss’s advice to her
    detriment, nor that any relevant statute of limitations expired in
    the intervening month.
    Martello alleges that she suffered damages in additional
    ways. She claims that Merliss harmed her by failing to pursue
    collection efforts against Madrid, but there is no evidence that
    Merliss ever agreed to represent Martello to collect from Madrid.
    Martello also claims that she was damaged because Madrid
    cashed an insurance check for $1,375 and refused to forward the
    payment to Martello, and that the insurance company decided not
    to pay the remaining $27,750 bill from Martello. But there is no
    13
    basis for concluding that Merliss’s alleged breach of fiduciary duty
    caused Martello to lose these payments.
    E.    Intentional Interference with Contractual
    Relations
    Martello claims that the trial court erred by finding
    no triable question of material fact on her claim of intentional
    interference with contractual relations. According to Martello,
    Merliss interfered with her contractual relationship with Madrid
    by advising Madrid to stop making partial payments toward
    the amount she owed Martello. We reject this claim because no
    reasonable factfinder could draw the conclusion Martello urges on
    the basis of the evidence she has produced.
    Merliss denied advising Madrid to stop making payments
    on Martello’s bill. In order to survive summary judgment,
    Martello was required to raise a triable question of material fact
    on this issue, or in other words, to present enough evidence to
    “allow a reasonable trier of fact to find the underlying fact in favor
    of ” her. (Aguilar, supra, 25 Cal.4th at p. 850.) She claims that
    she achieved this via circumstantial evidence. Because Madrid
    ceased making payments on Martello’s bill just before Merliss
    filed the personal injury suit on her behalf, she argues that a
    factfinder could reasonably infer that Merliss advised Madrid to
    stop making payments.
    We agree with Martello that the temporal proximity of
    events can support an inference of causation. (See City of Modesto
    v. Dow Chemical Co. (2018) 
    19 Cal.App.5th 130
    , 153-154.) But
    in this case, the evidence is too flimsy to support a reasonable
    inference in Martello’s favor. Martello claims that Madrid made
    “several” payments toward her bill, but according to Martello’s
    own declaration, there were exactly two payments: Madrid sent
    her a check for $300 in December 2011, and another for $50 in
    14
    April 2012. Although Madrid wrote a letter accompanying her
    first payment stating that she planned to pay Martello “twice a
    month,” she never did.
    Nor did Madrid stop paying Martello when Merliss began
    representing her. Merliss agreed to take her case in June 2010,
    more than a year before Madrid sent the first payment. Indeed,
    by the time Madrid made the first payment, Merliss had
    corresponded with Martello twice regarding Madrid’s debt, first
    in February 2011, and again in November of the same year.
    If Merliss had advised Madrid not to pay Martello, the logical
    time to do so would have been after one of these conversations.
    Martello again contacted Merliss regarding Madrid’s debt in
    March 2012, and in April 2012, Madrid sent Martello the second
    payment. A few weeks later, Merliss filed Madrid’s lawsuit.
    Given this sequence of events, there is no reasonable basis for
    inferring that Merliss advised Madrid to stop making payments.
    F.    Unfair Business Practices
    Martello’s final cause of action was for unfair business
    practices. In her appellate brief, Martello contends that Merliss’s
    alleged violations of the California Rules of Professional Conduct
    constituted unlawful or fraudulent business practices under
    Business and Professions Code section 17200. This claim
    fails both because Martello has failed to raise the issue in her
    pleadings, and because she has failed to create a triable question
    of material fact as to causation.
    In her complaint, Martello alleged that Merliss had
    “engaged in unfair or fraudulent conduct concerning [Martello’s]
    rights under her lien agreement with . . . Madrid.” But there is
    no indication in the complaint that the alleged unfair business
    practices were connected with Merliss’s alleged violations of the
    15
    California Rules of Professional Conduct, as Martello alleges on
    appeal.
    “[S]ummary judgment cannot be denied on a ground not
    raised by the pleadings.” (Bostrom v. County of San Bernardino
    (1995) 
    35 Cal.App.4th 1654
    , 1663.) As the court explained in
    Bostrom, this is not a burdensome rule: “If either party wishes
    the trial court to consider a previously unpleaded issue in
    connection with a motion for summary judgment, it may request
    leave to amend. [Citations.] Such requests are routinely and
    liberally granted. However, ‘ “ ‘[i]n the absence of some request
    for amendment there is no occasion to inquire about possible
    issues not raised by the pleadings.’ ” ’ [Citations.] Declarations
    in opposition to a motion for summary judgment ‘are no substitute
    for amended pleadings.’ ” (Id. at pp. 1663–1664.) Martello made
    no such motion to amend the pleadings, but simply changed her
    theories whenever she found it helpful to do so. It is not fair
    either to her opponent in the litigation, or to the court to allow
    her to present an ever moving target.
    Martello’s argument also fails because she has failed to
    produce evidence of causation. California’s unfair competition law
    allows for a private citizen to bring a cause of action, but only if
    the person “has lost money or property as a result of the unfair
    competition.” (Bus. & Prof. Code, § 17204, italics added.) This
    language “imposes a causation requirement; that is, the alleged
    unfair competition must have caused the plaintiff to lose money
    or property.” (Hall v. Time Inc. (2008) 
    158 Cal.App.4th 847
    , 849.)
    As we have explained above in the section on breach of fiduciary
    duty (see Discussion part D, ante), Martello has failed to create
    a triable question of material fact as to whether Merliss’s alleged
    violations of the California Rules of Professional Conduct caused
    her any damages. Thus, Martello has also failed to produce
    16
    evidence that those same alleged violations caused her to suffer
    a loss for purposes of her claim of unfair business practices.
    DISPOSITION
    The judgment of the trial court is affirmed. Respondent is
    awarded his costs on appeal.
    NOT TO BE PUBLISHED.
    ROTHSCHILD, P. J.
    We concur:
    CHANEY, J.
    BENDIX, J.
    17
    

Document Info

Docket Number: B300268

Filed Date: 4/1/2021

Precedential Status: Non-Precedential

Modified Date: 4/1/2021