On June 03, 2020 a
Party Statement
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
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,i440 Wilshire [llvd." Suite l20tl
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Los .,\ngelcs. CA 9001 0 8/10/2022
Phone Numher: (213 ) 3tt7-0800
1 ['ax Number: (213) 3{17-0880
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5 Attome)' for Successor rustee. David R. Duncan
John and Crace Arata 2004 'l'rust
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8 STTPERTOR COTiRT O}'TTIE S'I'ATE OF CALIFORNIA
9 IIOR'I'Hf, COI]N'I'Y OI.' SAN N{A'[EO
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li PENINSLII-A OPEN SPACE I'RI.JS]' ) ('ase No. : l0-C'lV-023.19
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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
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l9 J. Arata, Deceased; and DOIIS I -20 )
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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:
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OVERVIEW
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POST won a preliminary injunction - interim relief - to enjoin a foreclosure sale ofthe
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Arata Ranch property, alleging a violation oltheir Conservation Easement. I'he issues raised in
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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
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October 7.2022.
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Additionally-. POST is also sceking the seeking the same attorney fees and expenses in
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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
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fees and expenses, the very same attonley f-ees and expenses that are subject of POST's pending
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motion betbre this Cout.
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In June 2022. Duncan in good faith. tiled a rnotion, that is scheduled for hearing on
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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.
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walter Moore, engagcd in gendor-based disclirnination whon Mr. Moore negotiated fbr a
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conservalion easement on the Arata Ranch property., b1,'only ne'gotiating with the male co-
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owners olthe plopeft)". and enteted inlo an "irrevocable" letter of'agreement with the male co-
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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-
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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,
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despite this t1arv, proceeded to file and record the consen'ation easement as an encumbrance
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against the Arata Ranch properry-.
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Duncan seeks ajudicial declaration that the conscn'ation easement is null and void and
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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 $
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815. I and the Statute ofF'raud
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CATISES OF ACTION AND DEFENSES
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The complaint in this action alleges causes olaclion lirr ( 1) violation of POST's
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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
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section 815.7(d). and Code of Civil Procedure section 1021.5.
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Duncan's motion lbr leave to file a Cross-Cornplaint is set lor hearing on December 9.
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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
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there has never been a discussion between Duncan and POST. in an eflbrt to resolve their
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respective clains.
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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.
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Duncan's motion for [eave to fire a oross-claim is set for hearing on Dece*rber 9. 2022.
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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.
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TRI;\L INFOR\'L\'l'lON
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I)unoan anticipatcs that this aotior) will neod to go to trial ot alternatively. be resolved on
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6 summary .judgnrent.
7 R[I,.\TED CASES
8 ,fhcrelatcdcaSeis@.SarrIvIateoCountySuporior
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Cou[ Case No. CIV53l 627" Status: Active.
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l. \\'OI]I:l('ES OIr PEThR A. KI]VI
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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
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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:
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CASE MANAGEMENT STATEMENT OF DEFENDANT DAVID R. DUNCAN, SUCCESSOF
6 TRUSTEE OF THE JOHN AND GRACE ARATA 2OO4 TRUST
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Pill by placing [ ] the original [XX] a true copy thereof enclosed in a sealed envelope addressed as
follows:
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Andrew Wiegel
Byan Petrick
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Andrera, Wiegel Law Group
414 Gough Street
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San Francisco, CA94lO2
(41s) 552-8230
Andrewfa.l$ i eeellawgroup.con.r
t2 gel I arvgroup.com
rvan/rEwie
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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
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Laura Arata
18 1402 W. I 3th Ave.
srillwater. oK74074
19 lalata okstate.cdu
Pro Per
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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
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Louis J. Arata
53 E. Cremetti Lane
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Yerington, NV 89447
(209) 617_0446
PROOF OF S ERVICE
louie larata.ii. ni
r: a il. con.r
I Pro Per
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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
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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.
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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