On June 03, 2020 a
No Value
was filed
involving a dispute between
Arata, Laura,
Peninsula Open Space Trust,
and
Arata, Laura,
Arata, Louis J.,
Arata, Marie Joanne,
Does 1-20,
John And Grace Arata 2004 Trust,
Mcnabb, Ernest J.,
Redwood Trust Deed Services, Inc., A California Corporation,
for (26) Unlimited Other Real Property
in the District Court of San Mateo County.
Preview
I Peter A Kinr. Esq. (SBN 2-50470)
LAW OI'F[C]E OIr PI'ft1R A. KIM
2
,i440 Wilshire [llvd." Suite l20tl
3
Los .,\ngelcs. CA 9001 0
Phone Numher: (213 ) 3tt7-0800
1 ['ax Number: (213) 3{17-0880
'l
5 Attome)' for Successor rustee. David R. Duncan
John and Crace Arata 2004 'l'rust
6
7
8 STTPERTOR COTiRT O}'TTIE S'I'ATE OF CALIFORNIA
9 IIOR'I'Hf, COI]N'I'Y OI.' SAN N{A'[EO
l0
li PENINSLII-A OPEN SPACE I'RI.JS]' ) ('ase No. : l0-C'lV-023.19
)
l2 Plaintifl )
) CASE N,IAN:\GEMENT STATEMENT
l3 ) OF D[,t'ENDAIIT DAVID R. DtrNC:tN.
) SUC]CESSOR TRI,]STEE OF THE JOHN
t4 REDWOOD TRL]ST DI]ED SERVI(]HS. INC. ) AND GRACI AR{TA 2OO4 TRUST
a Calitornia Corporalion. ERNUST .f . )
l5 MC'NABII. individuallv and as TRUSIllE of )
the Ernest l. McNabb Revocrable l-ivins Trusl )
t6 Dated 11r19i 1990: LOtitS.1. ARATA." )
individuall-v: LAt IRA ARATA. individualll, ) D.A.TE: August 22.2022
t7 and as sole sucoessor trustee ol'thc John and ) TItrIE: 9:00 AM
Grace Arattr 2004 Trust Ilxccutecl or.r August 1I. )
DEPT: 21
l8 20021; I\.{ARIE JOANNI-. ARA lA, individually, ) JtTDGE:
and as the Represr'ntative o1'the Estate ol'Gaq'
Roberl D. Foiles
)
l9 J. Arata, Deceased; and DOIIS I -20 )
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20 )
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2t )
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Del'endant l)avid R. l)uncan's (lase Mana(ernent Statement
I David R. Duncau, Successor 'fruslee- ofthe John and Grace Arata 2004 Trust ("Duncan")
2 respectfull)' submits this Case Management Statement:
3
OVERVIEW
4
POST won a preliminary injunction - interim relief - to enjoin a foreclosure sale ofthe
5
Arata Ranch property, alleging a violation oltheir Conservation Easement. I'he issues raised in
6
7 this litigation have not been adjudicated to llnal determination, but POST has filed a motion for
8 attomey'f'ees a:rd cost award irr excess of $366.860.35. 'fhe motion is scheduled ibr hearing on
9
October 7.2022.
l0
Additionally-. POST is also sceking the seeking the same attorney fees and expenses in
ll
t2
therelatedaCti0nof@.SarrMateoSuperiolCourtCaseNo.
l3 CIy531627.ln this related action. the coun appointed referee has filed an Application,
l4 scheduled ibr hearing on Seplerrber 13,2022. seeking courl approval to pay POST's attomey
t5
fees and expenses, the very same attonley f-ees and expenses that are subject of POST's pending
t6
motion betbre this Cout.
l7
In June 2022. Duncan in good faith. tiled a rnotion, that is scheduled for hearing on
l8
l9 December 16.2022, seeking leave from the Court to flle a Cross-Complaint against POST tbr
20 declalatory relicf. The Cross-Complaint alleges that in 2004. POST and irs current president.
2l
walter Moore, engagcd in gendor-based disclirnination whon Mr. Moore negotiated fbr a
22
conservalion easement on the Arata Ranch property., b1,'only ne'gotiating with the male co-
23
owners olthe plopeft)". and enteted inlo an "irrevocable" letter of'agreement with the male co-
24
25 orvners fbt'the conservation easement. without the consent and authorization of the t-emale co-
26 owlers.
27 'fhe cross-complaint also alleges that pos't'and Mr. Moore further engaged in gentler-
28
based discrirnination b) f-ailing to secure the r.vritten consent and authorization lbr the
Del'endant David Il.Duncan's Cnse \,lanagenrent Statement
I conservation easement lrom a female co-owner of the Arata Ranch property. but none-the-less,
2
despite this t1arv, proceeded to file and record the consen'ation easement as an encumbrance
l
against the Arata Ranch properry-.
4
Duncan seeks ajudicial declaration that the conscn'ation easement is null and void and
5
6 unenlorceable by lalv. bccause thc- conservation casernent was never executed by' or on behalf of
7 a co-owncr ofthc land sub.iect ol'the conservtrtion easoment. as required under Civil Code $
8
815. I and the Statute ofF'raud
9
CATISES OF ACTION AND DEFENSES
l0
The complaint in this action alleges causes olaclion lirr ( 1) violation of POST's
t1
t2 Conservation Easement pursuant to Civil Code section 815.7. and (2) declaratory relief. Relief
l3 sought by Plaintiff includes declaratory reliel prelirninary and permanenl injunctive relietl
l4 damages; costs of suit; and attomeys' f-ees pursuant to the Conservation Easement, Civil Code
l5
section 815.7(d). and Code of Civil Procedure section 1021.5.
t6
Duncan's motion lbr leave to file a Cross-Cornplaint is set lor hearing on December 9.
t7
l8 2022.
l9 ALTI,RNATTVE DISPUTE RESOLUTION
20 Duncan believes that it r.rould be nrost benel'icial for the parries to engage in ADR; as
2t
there has never been a discussion between Duncan and POST. in an eflbrt to resolve their
22
respective clains.
:.t
24 ANTICIPATED MOTION PRACTICf,
25 PoST's motion for attomeys' r'ees is cunentry ser ibr a hearing on october 7.
26 2022. Duncan intends to vigorously oppose pOS'I's motion.
27
Duncan's motion for [eave to fire a oross-claim is set for hearing on Dece*rber 9. 2022.
28
I)clbndarrt l)avid R. l)uncal's Case Managernerrl Statemenl
I S'IAI trS OF DISCOVtIR\'
) Duncan anticipates taking the deposition of Walter N'loole, the president of POS I.
.,
TRI;\L INFOR\'L\'l'lON
1
I)unoan anticipatcs that this aotior) will neod to go to trial ot alternatively. be resolved on
5
6 summary .judgnrent.
7 R[I,.\TED CASES
8 ,fhcrelatcdcaSeis@.SarrIvIateoCountySuporior
9
Cou[ Case No. CIV53l 627" Status: Active.
l0
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l. \\'OI]I:l('ES OIr PEThR A. KI]VI
t2
l3
l4
l5 Dated: August 9, 2022 f] v:
Peter A. Kinr. Esq.
l6 Atbrnel, lbl David R. Duncan
t7 Successor Tntstee
John and Grace Arata 2004 Trust
l8
l9
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1
Det'endant Dar.id R. Dulrcan's Casc \.lanagernerrt Slatement
I PROOF OF SERVICE
2 Iamem ployed in the County of Los Angeles, State of California. I am over the age of I 8 and not a
party to the within action; my business address is 3450 Wilshire Blvd. Ste.1200, Los Angeles, Califbrnia
3 90010.
4 I served the following on intercstcd parties in this
On August10, 2022. documcnts action:
5
CASE MANAGEMENT STATEMENT OF DEFENDANT DAVID R. DUNCAN, SUCCESSOF
6 TRUSTEE OF THE JOHN AND GRACE ARATA 2OO4 TRUST
7
Pill by placing [ ] the original [XX] a true copy thereof enclosed in a sealed envelope addressed as
follows:
8
9
Andrew Wiegel
Byan Petrick
10
Andrera, Wiegel Law Group
414 Gough Street
11
San Francisco, CA94lO2
(41s) 552-8230
Andrewfa.l$ i eeellawgroup.con.r
t2 gel I arvgroup.com
rvan/rEwie
13
Attorneys for Ernesl J. McNabb
l4 Corey M. Pollak
Pollak Law. LLP
l5 700 EI Camino Real. Suite 201
Millbrae, CA 94030
t6 coreyi&.1;pollaklaw.com
Atlorneys for Marie Arata
t7
Laura Arata
18 1402 W. I 3th Ave.
srillwater. oK74074
19 lalata okstate.cdu
Pro Per
20
Tamara S. Galanter
2l Sara A. Clark
Aaron M. Stanton
22 SHUTE, MIHALEY & WEINBERGER LLP
396 Hayes Street
23 San Francisco, CA94l0Z
Tel: (415) 552-7272
24 Fax: (415) 552-5816
Galanter sn't wlaw.com
25 C'lark 12)smw law.com
Stanton srnwlaw.com
26 A ttorneys lor Peninsula Open Space Trust
27
Louis J. Arata
53 E. Cremetti Lane
28
Yerington, NV 89447
(209) 617_0446
PROOF OF S ERVICE
louie larata.ii. ni
r: a il. con.r
I Pro Per
2
txl BYFIRST CLASS MAILI deposited such envelope in the mail at Los Angeles, Califomia. The
3 Affid;afitGa wm postage thereon tully pr6paid. I am "readily familiar" with the firm's
practice ofcollection and processing correspondence for mailing. It is deposited with the United
4 States Postal Sen'ice on that same day in the ordinary course olbusiness. I am aware that on
motion of party served, sen'ices is presumed invalid ifpostal cancellation date or postage meter
5 date is more thanone after date of deposit for mailing in affidavit.
(I) day
6 By Electronic Filing: By electronic filing service provider. I used an electronic filing service
II
provider to serve and file the above-listed document(s). I am informed and believe that the below-
7 listed party has previously electronically filed a document with the Court pursuant to CRC
2.251(bX1XB), the act ofelectronic filing is evidence that the below-listed party has agreed to
8 accept service at the electronic service address the party has fumished to the court under CRC
2.256(a)(4). Electronic service ofthe above-listed document(s) was complete at the time ofthe
9 electronic transmission and the time that electronic notification of service of the document(s) was
sent.
t0
I declare under penalty of perjury under the laws of the State of Califomia that the foregoing is true
11 and correct.
12 Executed onAu,rustl0. 2022at Los Angeles, Califomia.
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15 Reiko Ko
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PROOF OF SERVICE
Preview
I Peter A Kinr. Esq. (SBN 2-50470) LAW OI'F[C]E OIr PI'ft1R A. KIM 2 ,i440 Wilshire [llvd." Suite l20tl 3 Los .,\ngelcs. CA 9001 0 Phone Numher: (213 ) 3tt7-0800 1 ['ax Number: (213) 3{17-0880 'l 5 Attome)' for Successor rustee. David R. Duncan John and Crace Arata 2004 'l'rust 6 7 8 STTPERTOR COTiRT O}'TTIE S'I'ATE OF CALIFORNIA 9 IIOR'I'Hf, COI]N'I'Y OI.' SAN N{A'[EO l0 li PENINSLII-A OPEN SPACE I'RI.JS]' ) ('ase No. : l0-C'lV-023.19 ) l2 Plaintifl ) ) CASE N,IAN:\GEMENT STATEMENT l3 ) OF D[,t'ENDAIIT DAVID R. DtrNC:tN. ) SUC]CESSOR TRI,]STEE OF THE JOHN t4 REDWOOD TRL]ST DI]ED SERVI(]HS. INC. ) AND GRACI AR{TA 2OO4 TRUST a Calitornia Corporalion. ERNUST .f . ) l5 MC'NABII. individuallv and as TRUSIllE of ) the Ernest l. McNabb Revocrable l-ivins Trusl ) t6 Dated 11r19i 1990: LOtitS.1. ARATA." ) individuall-v: LAt IRA ARATA. individualll, ) D.A.TE: August 22.2022 t7 and as sole sucoessor trustee ol'thc John and ) TItrIE: 9:00 AM Grace Arattr 2004 Trust Ilxccutecl or.r August 1I. ) DEPT: 21 l8 20021; I\.{ARIE JOANNI-. ARA lA, individually, ) JtTDGE: and as the Represr'ntative o1'the Estate ol'Gaq' Roberl D. Foiles ) l9 J. Arata, Deceased; and DOIIS I -20 ) ) 20 ) ) 2t ) ) 22 ) ) 2l ) ) 24 ) ) 25 ) 26 27 28 ,l- Del'endant l)avid R. l)uncan's (lase Mana(ernent Statement I David R. Duncau, Successor 'fruslee- ofthe John and Grace Arata 2004 Trust ("Duncan") 2 respectfull)' submits this Case Management Statement: 3 OVERVIEW 4 POST won a preliminary injunction - interim relief - to enjoin a foreclosure sale ofthe 5 Arata Ranch property, alleging a violation oltheir Conservation Easement. I'he issues raised in 6 7 this litigation have not been adjudicated to llnal determination, but POST has filed a motion for 8 attomey'f'ees a:rd cost award irr excess of $366.860.35. 'fhe motion is scheduled ibr hearing on 9 October 7.2022. l0 Additionally-. POST is also sceking the seeking the same attorney fees and expenses in ll t2 therelatedaCti0nof@.SarrMateoSuperiolCourtCaseNo. l3 CIy531627.ln this related action. the coun appointed referee has filed an Application, l4 scheduled ibr hearing on Seplerrber 13,2022. seeking courl approval to pay POST's attomey t5 fees and expenses, the very same attonley f-ees and expenses that are subject of POST's pending t6 motion betbre this Cout. l7 In June 2022. Duncan in good faith. tiled a rnotion, that is scheduled for hearing on l8 l9 December 16.2022, seeking leave from the Court to flle a Cross-Complaint against POST tbr 20 declalatory relicf. The Cross-Complaint alleges that in 2004. POST and irs current president. 2l walter Moore, engagcd in gendor-based disclirnination whon Mr. Moore negotiated fbr a 22 conservalion easement on the Arata Ranch property., b1,'only ne'gotiating with the male co- 23 owners olthe plopeft)". and enteted inlo an "irrevocable" letter of'agreement with the male co- 24 25 orvners fbt'the conservation easement. without the consent and authorization of the t-emale co- 26 owlers. 27 'fhe cross-complaint also alleges that pos't'and Mr. Moore further engaged in gentler- 28 based discrirnination b) f-ailing to secure the r.vritten consent and authorization lbr the Del'endant David Il.Duncan's Cnse \,lanagenrent Statement I conservation easement lrom a female co-owner of the Arata Ranch property. but none-the-less, 2 despite this t1arv, proceeded to file and record the consen'ation easement as an encumbrance l against the Arata Ranch properry-. 4 Duncan seeks ajudicial declaration that the conscn'ation easement is null and void and 5 6 unenlorceable by lalv. bccause thc- conservation casernent was never executed by' or on behalf of 7 a co-owncr ofthc land sub.iect ol'the conservtrtion easoment. as required under Civil Code $ 8 815. I and the Statute ofF'raud 9 CATISES OF ACTION AND DEFENSES l0 The complaint in this action alleges causes olaclion lirr ( 1) violation of POST's t1 t2 Conservation Easement pursuant to Civil Code section 815.7. and (2) declaratory relief. Relief l3 sought by Plaintiff includes declaratory reliel prelirninary and permanenl injunctive relietl l4 damages; costs of suit; and attomeys' f-ees pursuant to the Conservation Easement, Civil Code l5 section 815.7(d). and Code of Civil Procedure section 1021.5. t6 Duncan's motion lbr leave to file a Cross-Cornplaint is set lor hearing on December 9. t7 l8 2022. l9 ALTI,RNATTVE DISPUTE RESOLUTION 20 Duncan believes that it r.rould be nrost benel'icial for the parries to engage in ADR; as 2t there has never been a discussion between Duncan and POST. in an eflbrt to resolve their 22 respective clains. :.t 24 ANTICIPATED MOTION PRACTICf, 25 PoST's motion for attomeys' r'ees is cunentry ser ibr a hearing on october 7. 26 2022. Duncan intends to vigorously oppose pOS'I's motion. 27 Duncan's motion for [eave to fire a oross-claim is set for hearing on Dece*rber 9. 2022. 28 I)clbndarrt l)avid R. l)uncal's Case Managernerrl Statemenl I S'IAI trS OF DISCOVtIR\' ) Duncan anticipates taking the deposition of Walter N'loole, the president of POS I. ., TRI;\L INFOR\'L\'l'lON 1 I)unoan anticipatcs that this aotior) will neod to go to trial ot alternatively. be resolved on 5 6 summary .judgnrent. 7 R[I,.\TED CASES 8 ,fhcrelatcdcaSeis@.SarrIvIateoCountySuporior 9 Cou[ Case No. CIV53l 627" Status: Active. l0 l1 l. \\'OI]I:l('ES OIr PEThR A. KI]VI t2 l3 l4 l5 Dated: August 9, 2022 f] v: Peter A. Kinr. Esq. l6 Atbrnel, lbl David R. Duncan t7 Successor Tntstee John and Grace Arata 2004 Trust l8 l9 20 2t 22 23 24 25 26 27 28 1 Det'endant Dar.id R. Dulrcan's Casc \.lanagernerrt Slatement I PROOF OF SERVICE 2 Iamem ployed in the County of Los Angeles, State of California. I am over the age of I 8 and not a party to the within action; my business address is 3450 Wilshire Blvd. Ste.1200, Los Angeles, Califbrnia 3 90010. 4 I served the following on intercstcd parties in this On August10, 2022. documcnts action: 5 CASE MANAGEMENT STATEMENT OF DEFENDANT DAVID R. DUNCAN, SUCCESSOF 6 TRUSTEE OF THE JOHN AND GRACE ARATA 2OO4 TRUST 7 Pill by placing [ ] the original [XX] a true copy thereof enclosed in a sealed envelope addressed as follows: 8 9 Andrew Wiegel Byan Petrick 10 Andrera, Wiegel Law Group 414 Gough Street 11 San Francisco, CA94lO2 (41s) 552-8230 Andrewfa.l$ i eeellawgroup.con.r t2 gel I arvgroup.com rvan/rEwie 13 Attorneys for Ernesl J. McNabb l4 Corey M. Pollak Pollak Law. LLP l5 700 EI Camino Real. Suite 201 Millbrae, CA 94030 t6 coreyi&.1;pollaklaw.com Atlorneys for Marie Arata t7 Laura Arata 18 1402 W. I 3th Ave. srillwater. oK74074 19 lalata okstate.cdu Pro Per 20 Tamara S. Galanter 2l Sara A. Clark Aaron M. Stanton 22 SHUTE, MIHALEY & WEINBERGER LLP 396 Hayes Street 23 San Francisco, CA94l0Z Tel: (415) 552-7272 24 Fax: (415) 552-5816 Galanter sn't wlaw.com 25 C'lark 12)smw law.com Stanton srnwlaw.com 26 A ttorneys lor Peninsula Open Space Trust 27 Louis J. Arata 53 E. Cremetti Lane 28 Yerington, NV 89447 (209) 617_0446 PROOF OF S ERVICE louie larata.ii. ni r: a il. con.r I Pro Per 2 txl BYFIRST CLASS MAILI deposited such envelope in the mail at Los Angeles, Califomia. The 3 Affid;afitGa wm postage thereon tully pr6paid. I am "readily familiar" with the firm's practice ofcollection and processing correspondence for mailing. It is deposited with the United 4 States Postal Sen'ice on that same day in the ordinary course olbusiness. I am aware that on motion of party served, sen'ices is presumed invalid ifpostal cancellation date or postage meter 5 date is more thanone after date of deposit for mailing in affidavit. (I) day 6 By Electronic Filing: By electronic filing service provider. I used an electronic filing service II provider to serve and file the above-listed document(s). I am informed and believe that the below- 7 listed party has previously electronically filed a document with the Court pursuant to CRC 2.251(bX1XB), the act ofelectronic filing is evidence that the below-listed party has agreed to 8 accept service at the electronic service address the party has fumished to the court under CRC 2.256(a)(4). Electronic service ofthe above-listed document(s) was complete at the time ofthe 9 electronic transmission and the time that electronic notification of service of the document(s) was sent. t0 I declare under penalty of perjury under the laws of the State of Califomia that the foregoing is true 11 and correct. 12 Executed onAu,rustl0. 2022at Los Angeles, Califomia. 13 14 15 Reiko Ko 16 17 18 l9 20 21 22 23 24 25 26 27 28 -2- PROOF OF SERVICE