Preview
1 Bryan L. Saalfeld - 243331
BSaalfeld@mpbf.com
2 Thomas F. Mazzucco - 306681
TFMazzucco@mpbf.com
3 MURPHY, PEARSON, BRADLEY & FEENEY
580 California Street, Suite 1100
4 San Francisco, CA 94104-1001
Telephone: (415) 788-1900
5 Facsimile: (415) 393-8087
6 Attorneys for Defendant
FP TRANSITIONS, LLC
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CALIFORNIA COURT OF THE STATE OF CALIFORNIA
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COUNTY OF MONTEREY
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11 INDEPENDENT FINANCIAL GROUP, LLC, on Case No.: 21CV001264
its own behalf and as assignee of Adolfo Artalejo;
12 Rod Belton and Nancy Belton; James Cornelius NOTICE OF ENTRY OF ORDER
and June Cornelius; John Favero and Philayna
13 Favero; Ray Moncada and Vinnie Moncada;
Sheryl Peck; Juanita Stoddard; Ron Taylor and
14 Hazel Taylor; Jane Beery; Joy Chandler; John
Day; Sim Granoff and Virginia Lott; Gretchen
15 Jackson; William Miller and Sharon Miller;
Darryl Prudden; Carolyn Rice; John Romero and
16 Sandy Romero; Bennie Hill and Lynda Hill; Ellen
Koskinen; George Lynch and Helen Lynch;
17 Mathew Panziera and Jamie Panziera; and Tom
Sgheiza and Mary Sgheiza,,
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Plaintiff,
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v.
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FP TRANSITIONS, LLC and DOES 1-50,
21 INCLUSIVE,
22 Defendants.
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TO ALL PARTIES AND THEIR ATTORNEYS OF RECORD:
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NOTICE IS HEREBY GIVEN that on March 11, 2022, in Department 14, of the Superior Court
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of Monterey County, the Honorable Carrie M. Panetta, Judge of the above-entitled Court, duly entered
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an Order sustaining Defendant FP TRANSITIONS, LLC's Demurrer as to the fourth cause of action.
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NOTICE OF ENTRY OF ORDER
1 A true and correct copy of the Order, filed April 27, 2022, is attached hereto as Exhibit "A".
2 Dated: May 6, 2022
MURPHY, PEARSON, BRADLEY & FEENEY
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4 By
Bryan L. Saalfeld
5 Attorneys for Defendant
FP TRANSITIONS, LLC
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LJC.4365639.docx
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NOTICE OF ENTRY OF ORDER
EXHIBIT A
1 Bryan L. Saalfeld - 243331
BSaalfeld@mpbf.com
2 Thomas F. Mazzucco - 306681
TFMazzucco@mpbf.com
3 MURPHY, PEARSON, BRADLEY & FEENEY
580 California Street, Suite 1100
4 San Francisco, CA 94104-1001 ELECTRONICALLY FILED BY
Telephone: (415) 788-1900 Superior Court of California,
5 Facsimile: (415) 393-8087 County of Monterey
On 04/27/2022
6 Attorneys for Defendant By Deputy: Hernandez, Mariela
FP TRANSITIONS, LLC
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SUPERIOR COURT OF THE STATE OF CALIFORNIA
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COUNTY OF MONTEREY
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INDEPENDENT FINANCIAL GROUP, LLC, Case No.: 21CV001264
12 on its own behalf and as assignee of Adolfo
Artalejo; Rod Belton and Nancy Belton; James
13 Cornelius and June Cornelius; John Favero and [PROPOSED] ORDER SUSTAINING FP
XXXXXXXXX
Philayna Favero; Ray Moncada and Vinnie TRANSITIONS, LLC'S DEMURRER TO
14 Moncada; Sheryl Peck; Juanita Stoddard; Ron PLAINTIFFS' SECOND AMENDED
Taylor and Hazel Taylor; Jane Beery; Joy COMPLAINT
15 Chandler; John Day; Sim Granoff and Virginia
Lott; Gretchen Jackson; William Miller and
16 Sharon Miller; Darryl Prudden; Carolyn Rice; Date: March 11, 2022
John Romero and Sandy Romero; Bennie Hill Time: 8:30
17 and Lynda Hill; Ellen Koskinen; George Lynch Dept.: 14
and Helen Lynch; Mathew Panziera and Jamie Judge Marla O. Anderson
18 Panziera; and Tom Sgheiza and Mary Sgheiza,, Via Zoom–TBA
19 Plaintiff, COMPLAINT FILED: APRIL 15, 2021
TRIAL DATE: NONE SET
20 v.
21 FP TRANSITIONS, LLC and DOES 1-50,
INCLUSIVE,
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Defendants.
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25 The Demurrer of Defendant FP TRANSITIONS, LLC to Plaintiffs’ Second Amended Complaint
26 came on regularly for hearing on March 11, 2022, at 8:30 a.m. in Department 14 of the Superior Court
Carrie M. Panetta
27 of California, County of Monterey, the Honorable Judge Marla O. Anderson presiding.
XXXXXXXXXXXXXXXXXX
28 The Court, having reviewed the Demurrer, the Opposition to the Demurrer, and all papers filed
-1-
[PROPOSED] ORDER SUSTAINING FP TRANSITIONS, LLC'S DEMURRER TO PLAINTIFFS' SECOND
AMENDED COMPLAINT
1 in connection thereto, and having heard the oral argument of the parties, the Court, HEREBY ORDERS
2 as follows:
3 1. The Court SUSTAINS Defendant FP Transitions, LLC’s Demurrer as to the fourth cause
4 of action for negligent misrepresentation alleged in the Second Amended Complaint WITH PREJUDICE
5 and WITHOUT LEAVE TO AMEND.
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7 IT IS SO ORDERED.
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9 4/27/22
DATED: _______________ _________________________________________
HON. CARRIE M. PANETTA
10 JUDGE OF THE SUPERIOR COURT
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TFM.4130922.docx
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[PROPOSED] ORDER SUSTAINING FP TRANSITIONS, LLC'S DEMURRER TO PLAINTIFFS' SECOND
AMENDED COMPLAINT
1 CERTIFICATE OF SERVICE
2 I, Linda J. Currid, declare:
3 I am a citizen of the United States, am over the age of eighteen years, and am not a party to or
4 interested in the within entitled cause. My business address is 580 California Street, Suite 1100, San
5 Francisco, California 94104.
6 On April 15, 2022, I served the following document(s) on the parties in the within action:
7 [PROPOSED] ORDER SUSTAINING FP TRANSITIONS, LLC'S DEMURRER TO
PLAINTIFFS' SECOND AMENDED COMPLAINT
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9 VIA E-MAIL: I attached the above-described document(s) to an e-mail message, and
X invoked the send command to transmit the e-mail message to the person(s) at the e-mail
10 address(es) listed below. My email address is lcurrid@mpbf.com.
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Rick Smith Attorney For Plaintiff
12 Markun Zusman Freniere & Compton LLP INDEPENDENT FINANCIAL GROUP,
465 California Street, Suite 401 LLC, ET AL.
13 San Francisco, CA 94104
E-mail: rsmith@mzclaw.com
14 Phone: (415) 438-4388
Fax: (415) 434-4505
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16 I declare under penalty of perjury under the laws of the State of California that the foregoing is
17 a true and correct statement and that this Certificate was executed on April 15, 2022.
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By
19 Linda J. Currid
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[PROPOSED] ORDER SUSTAINING FP TRANSITIONS, LLC'S DEMURRER TO PLAINTIFFS' SECOND
AMENDED COMPLAINT
1 CERTIFICATE OF SERVICE
2 I, Linda J. Currid, declare:
3 I am a citizen of the United States, am over the age of eighteen years, and am not a party to or
4 interested in the within entitled cause. My business address is 580 California Street, Suite 1100, San
5 Francisco, California 94104.
6 On May 9, 2022, I served the following document(s) on the parties in the within action:
7 NOTICE OF ENTRY OF ORDER
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VIA E-MAIL: I attached the above-described document(s) to an e-mail message, and
9 X invoked the send command to transmit the e-mail message to the person(s) at the e-mail
address(es) listed below. My email address is lcurrid@mpbf.com.
10
11 Rick Smith Attorney For Plaintiff
Markun Zusman Freniere & Compton LLP INDEPENDENT FINANCIAL GROUP,
12 465 California Street, Suite 401 LLC, ET AL.
San Francisco, CA 94104
13 E-mail: rsmith@mzclaw.com
Phone: (415) 438-4388
14 Fax: (415) 434-4505
15 I declare under penalty of perjury under the laws of the State of California that the foregoing is
16 a true and correct statement and that this Certificate was executed on May 9, 2022.
17
By
18 Linda J. Currid
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NOTICE OF ENTRY OF ORDER
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1 Bryan L. Saalfeld - 243331 BSaalfeld@mpbf.com 2 Thomas F. Mazzucco - 306681 TFMazzucco@mpbf.com 3 MURPHY, PEARSON, BRADLEY & FEENEY 580 California Street, Suite 1100 4 San Francisco, CA 94104-1001 Telephone: (415) 788-1900 5 Facsimile: (415) 393-8087 6 Attorneys for Defendant FP TRANSITIONS, LLC 7 8 CALIFORNIA COURT OF THE STATE OF CALIFORNIA 9 COUNTY OF MONTEREY 10 11 INDEPENDENT FINANCIAL GROUP, LLC, on Case No.: 21CV001264 its own behalf and as assignee of Adolfo Artalejo; 12 Rod Belton and Nancy Belton; James Cornelius NOTICE OF ENTRY OF ORDER and June Cornelius; John Favero and Philayna 13 Favero; Ray Moncada and Vinnie Moncada; Sheryl Peck; Juanita Stoddard; Ron Taylor and 14 Hazel Taylor; Jane Beery; Joy Chandler; John Day; Sim Granoff and Virginia Lott; Gretchen 15 Jackson; William Miller and Sharon Miller; Darryl Prudden; Carolyn Rice; John Romero and 16 Sandy Romero; Bennie Hill and Lynda Hill; Ellen Koskinen; George Lynch and Helen Lynch; 17 Mathew Panziera and Jamie Panziera; and Tom Sgheiza and Mary Sgheiza,, 18 Plaintiff, 19 v. 20 FP TRANSITIONS, LLC and DOES 1-50, 21 INCLUSIVE, 22 Defendants. 23 24 TO ALL PARTIES AND THEIR ATTORNEYS OF RECORD: 25 NOTICE IS HEREBY GIVEN that on March 11, 2022, in Department 14, of the Superior Court 26 of Monterey County, the Honorable Carrie M. Panetta, Judge of the above-entitled Court, duly entered 27 an Order sustaining Defendant FP TRANSITIONS, LLC's Demurrer as to the fourth cause of action. 28 -1- NOTICE OF ENTRY OF ORDER 1 A true and correct copy of the Order, filed April 27, 2022, is attached hereto as Exhibit "A". 2 Dated: May 6, 2022 MURPHY, PEARSON, BRADLEY & FEENEY 3 4 By Bryan L. Saalfeld 5 Attorneys for Defendant FP TRANSITIONS, LLC 6 LJC.4365639.docx 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 -2- NOTICE OF ENTRY OF ORDER EXHIBIT A 1 Bryan L. Saalfeld - 243331 BSaalfeld@mpbf.com 2 Thomas F. Mazzucco - 306681 TFMazzucco@mpbf.com 3 MURPHY, PEARSON, BRADLEY & FEENEY 580 California Street, Suite 1100 4 San Francisco, CA 94104-1001 ELECTRONICALLY FILED BY Telephone: (415) 788-1900 Superior Court of California, 5 Facsimile: (415) 393-8087 County of Monterey On 04/27/2022 6 Attorneys for Defendant By Deputy: Hernandez, Mariela FP TRANSITIONS, LLC 7 8 SUPERIOR COURT OF THE STATE OF CALIFORNIA 9 COUNTY OF MONTEREY 10 11 INDEPENDENT FINANCIAL GROUP, LLC, Case No.: 21CV001264 12 on its own behalf and as assignee of Adolfo Artalejo; Rod Belton and Nancy Belton; James 13 Cornelius and June Cornelius; John Favero and [PROPOSED] ORDER SUSTAINING FP XXXXXXXXX Philayna Favero; Ray Moncada and Vinnie TRANSITIONS, LLC'S DEMURRER TO 14 Moncada; Sheryl Peck; Juanita Stoddard; Ron PLAINTIFFS' SECOND AMENDED Taylor and Hazel Taylor; Jane Beery; Joy COMPLAINT 15 Chandler; John Day; Sim Granoff and Virginia Lott; Gretchen Jackson; William Miller and 16 Sharon Miller; Darryl Prudden; Carolyn Rice; Date: March 11, 2022 John Romero and Sandy Romero; Bennie Hill Time: 8:30 17 and Lynda Hill; Ellen Koskinen; George Lynch Dept.: 14 and Helen Lynch; Mathew Panziera and Jamie Judge Marla O. Anderson 18 Panziera; and Tom Sgheiza and Mary Sgheiza,, Via Zoom–TBA 19 Plaintiff, COMPLAINT FILED: APRIL 15, 2021 TRIAL DATE: NONE SET 20 v. 21 FP TRANSITIONS, LLC and DOES 1-50, INCLUSIVE, 22 Defendants. 23 24 25 The Demurrer of Defendant FP TRANSITIONS, LLC to Plaintiffs’ Second Amended Complaint 26 came on regularly for hearing on March 11, 2022, at 8:30 a.m. in Department 14 of the Superior Court Carrie M. Panetta 27 of California, County of Monterey, the Honorable Judge Marla O. Anderson presiding. XXXXXXXXXXXXXXXXXX 28 The Court, having reviewed the Demurrer, the Opposition to the Demurrer, and all papers filed -1- [PROPOSED] ORDER SUSTAINING FP TRANSITIONS, LLC'S DEMURRER TO PLAINTIFFS' SECOND AMENDED COMPLAINT 1 in connection thereto, and having heard the oral argument of the parties, the Court, HEREBY ORDERS 2 as follows: 3 1. The Court SUSTAINS Defendant FP Transitions, LLC’s Demurrer as to the fourth cause 4 of action for negligent misrepresentation alleged in the Second Amended Complaint WITH PREJUDICE 5 and WITHOUT LEAVE TO AMEND. 6 7 IT IS SO ORDERED. 8 9 4/27/22 DATED: _______________ _________________________________________ HON. CARRIE M. PANETTA 10 JUDGE OF THE SUPERIOR COURT 11 12 13 TFM.4130922.docx 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 -2- [PROPOSED] ORDER SUSTAINING FP TRANSITIONS, LLC'S DEMURRER TO PLAINTIFFS' SECOND AMENDED COMPLAINT 1 CERTIFICATE OF SERVICE 2 I, Linda J. Currid, declare: 3 I am a citizen of the United States, am over the age of eighteen years, and am not a party to or 4 interested in the within entitled cause. My business address is 580 California Street, Suite 1100, San 5 Francisco, California 94104. 6 On April 15, 2022, I served the following document(s) on the parties in the within action: 7 [PROPOSED] ORDER SUSTAINING FP TRANSITIONS, LLC'S DEMURRER TO PLAINTIFFS' SECOND AMENDED COMPLAINT 8 9 VIA E-MAIL: I attached the above-described document(s) to an e-mail message, and X invoked the send command to transmit the e-mail message to the person(s) at the e-mail 10 address(es) listed below. My email address is lcurrid@mpbf.com. 11 Rick Smith Attorney For Plaintiff 12 Markun Zusman Freniere & Compton LLP INDEPENDENT FINANCIAL GROUP, 465 California Street, Suite 401 LLC, ET AL. 13 San Francisco, CA 94104 E-mail: rsmith@mzclaw.com 14 Phone: (415) 438-4388 Fax: (415) 434-4505 15 16 I declare under penalty of perjury under the laws of the State of California that the foregoing is 17 a true and correct statement and that this Certificate was executed on April 15, 2022. 18 By 19 Linda J. Currid 20 21 22 23 24 25 26 27 28 -3- [PROPOSED] ORDER SUSTAINING FP TRANSITIONS, LLC'S DEMURRER TO PLAINTIFFS' SECOND AMENDED COMPLAINT 1 CERTIFICATE OF SERVICE 2 I, Linda J. Currid, declare: 3 I am a citizen of the United States, am over the age of eighteen years, and am not a party to or 4 interested in the within entitled cause. My business address is 580 California Street, Suite 1100, San 5 Francisco, California 94104. 6 On May 9, 2022, I served the following document(s) on the parties in the within action: 7 NOTICE OF ENTRY OF ORDER 8 VIA E-MAIL: I attached the above-described document(s) to an e-mail message, and 9 X invoked the send command to transmit the e-mail message to the person(s) at the e-mail address(es) listed below. My email address is lcurrid@mpbf.com. 10 11 Rick Smith Attorney For Plaintiff Markun Zusman Freniere & Compton LLP INDEPENDENT FINANCIAL GROUP, 12 465 California Street, Suite 401 LLC, ET AL. San Francisco, CA 94104 13 E-mail: rsmith@mzclaw.com Phone: (415) 438-4388 14 Fax: (415) 434-4505 15 I declare under penalty of perjury under the laws of the State of California that the foregoing is 16 a true and correct statement and that this Certificate was executed on May 9, 2022. 17 By 18 Linda J. Currid 19 20 21 22 23 24 25 26 27 28 -3- NOTICE OF ENTRY OF ORDER