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09/07/2007 15:25 FAX 415 352 0988 ROECA HAAS HAGER, LLP o12
EDWARD D. HAAS (State Bar # 76647) FILED BY FAX
RUSSELL §. ROECA (State Bar # 97297) ALAMEDA COUNTY
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DANIEL W. HAGER (State Bar # 121515) September 07, 2007
ROECA HAAS HAGER LLP
180 Sutter Street, Suite 200 CLERK OF _
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San Francisco, CA 94104 THE SUPERIOR COUR
By Robbi Mcintosh, Depu
Telephone: (415) 352-0980
FSF
Facsimile: (415) 352-0988 CASE NUMBER:
RG06279317
HH
Attorneys for Defendants
| THE MICHAEL BLUMENFELD CORPORATION as
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successor in interest to THE MICHAEL BLUMENFELD
LAW CORPORATION, MICHAEL BLUMEMFELD, a
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Professional Corporation, and MICHAEL JOEL
BLUMENFELD, deceased
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SUPERIOR COURT OF CALIFORNIA
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So
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COUNTY OF ALAMEDA
140 Sutter Sureet, Suite 200, San Francisco, CA 94104
VELMA SONNY-SONIA, a.k.a. VELMA
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415.352.0980 Fax 415.352.0988
Case No. RG-06279317
SONIA,
Roeca Haas Hager LLP
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a
REPLY STATEMENT OF UNDISPUTED
Plaintiff, MATERIAL FACTS IN SUPPORT OF
a
MOTION FOR SUMMARY JUDGMENT
vs.
DATE: August 7, 2007
THE MICHAEL BLUMENFELD LAW TIME: 9:00 am.
ee
CORPORATION, MICHAEL DEPT.: 520
NRO
BLUMENFELD a Professional
Corporation, MICHAEL JOEL
BLUMENFELD, deceased, and DOES 1 RESERVATION #: 710090
through 50, inclusive,
we
Re
ACTION FILED: July 14, 2006
Defendants. TRIAL DATE: April 25, 2008
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SF
Pursuant to Code of Civil Procedure § 437c(b), defendants The Michael Blumenfeld
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Corporation, as successor in interest to The Michael Blumenfeld Law Corporation, Michael
ee
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Blumenfeld, a Professional Corporation, and Michael Joel Blumenfeld, deceased (“defendants”),
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pursuant to Code of Civil Procedure § 437c(b)(1), submit the following reply statement of
| undisputed material facts and supporting evidence in support of their motion for summary
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judgment. Defendants also object to portions of the “evidence” offered by plaintiff.
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REPLY STATEMENT OF UNDISPUTED FACTS IN SUPPORT OF MOTION FOR SUMMARY JUDGMENT
! CASE NO. RG-06279317
09/07/2007 15:26 FAX 415 352 0988 ROECA HAAS HAGER, LLP ois
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1 |! PLAINTIFF'S SUIT IS BARRED BY THE STATUTE OF LIMITATIONS
a) | SS RED a
Gan
3 | ae ee i
ae i fis A na FEA
HT
4 || 1. nearly 2001, plaintiff UNDISPUTED. Plaintiff admits.
retained defendant Michael J.
5 || Blumenfeld (“Blumenfeld”) to
file a Chapter 13 bankruptcy
6 ||| petition on her behalf and to
litigate an adversarial
7 || proceeding against Mark and
Clifton Wainwright.
8 Complaint For Negligence,
9 Breach of Contract, Breach of
Fiduciary Duty, Negligent
19 || Infliction of Emotional
Distress (July 4, 2006), Velma
3 11 ||| Senny-Sonia, a.k.a, Velma
z Sonny vy, The Michael
g 2 Blumenfeld Law Corporation,
22 Michael Joel Blumenfeld, a
S25 43 ||| Professional Corporation,
TEA Michael Joel Blumenfeld,
#E= 14 ||| deceased, Case No.
nee RG06280213 (“Complaint”) {
Se 195 || 15; Michael Blumenteld, A
age Professional Corporation,
= =E8 416 || Standard Hourly Legal Fee
a2 0 and Retainer Agreement
5 17 ||| Gated January 5, 2001 and
a attached to Complaint),
= 1g || Request for Judicial Notice
Exhibit 5
19 |
20 |
21 |
22 |!
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23 |
24 |
25 |
26 |
27 |
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i REPLY STATEMENT OF UNDISPUTED FACTS IN SUPPORT OF MOTION FOR SUMMARY JUDGMENT
CASE NO. RG-06279317
| 2
09/07/2007 15:26 FAX 415 352 0988 ROECA HAAS HAGER, LLP oi4
ae
P i
ie Ce iekendo in
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2. Qn or about May 9, 2001, Plaintiff admits.
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Blumenfeld filed an adversary
proceeding in bankruptcy
&R
court against Mark and Clifton
Wainwright on behalf of
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plaintiff.
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Complaint 17; Complaint to
Determine the Nature and
Extent of Lien; Quiet Title;
Expungement of Deed of
Trust; Fraud; Breach of
Fiduciary Duty; Constructive
Fraud; and Statutory
10 Violations, Jn re: Velma
Sonny-Sonia, a.k.a. Velma
11
Sonny, Case No. 01-41125
180 Sutter Street, Suite 200, San Francisco, CA 94104
NG-13; Felma Sonny-Sonia,
12 a.k.a, Velma Sonny v. Mark
Wainwright; Clifion
415.352.0980 Fax 415.352.0988
13 Wainwright, a.k.a. Clifton
Roeca Haas Hager LLP
Wainwright d.b.a. Hillview
14 Properties, Adv. Proceeding
No. (May 9, 2001), Request
15 for Judicial Notice Exhibit 1
16 3, On or about May 19, 2003, DISPUTED. Matthew J. The stated fact that, on or
defendant Blumenfeld Webb substitute [sic] into the about May 19, 2003, defendant
17 formally withdrew from case to represent Plaintiff in Blumenfeld withdrew from
representing plaintiff in both regard to the adversarial representing plaintiff in both
18 her bankruptcy case and proceeding against the her bankruptcy case and
adversarial proceeding. Wainwrights, and later Lone adversarial proceeding is
19 Eagle only. Declaration of wholly undisputed by plaintiff.
Notice of Substitution of Matthew J. Webb in Support
20 Counsel Debtor (May 19, of Opposition to Motion for Plaintiff merely adds the
2003), United States Summary Judgment, TJ 2 contention that Matthew Webb
21 Bankruptcy Court for the through 4. substituted into the case to
Northern District of Califormia, represent plaintiff in regard to
22 in In re Velma Sonny-Sonia, the adversarial proceeding, and
a.k.a. Velma Sonny v, Mark cites to the Declaration of
23 Wainwright, et al., Case No. Matthew Webb in Support of
1901-41125 NG-13, Adversary Opposition to Motion for
24 Proceeding No. 01-4166, Summary Judgement (“Webb
Request for Judicial Notice Declaration”). It is notable
25 Exhibit 2 that the Webb Declaration also
does not dispute the stated
26 fact, but contains only
plaintiff's very limited
27 contention regardmg Webb’s
substitution.
28
REPLY STATEMENT OF UNDISPUTED FACTS IN SUPPORT OF MOTION FOR SUMMARY JUDGMENT
CASE NO. RG-06279317
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09/07/2007 15:26 FAX 415 352 0988 ROECA HAAS HAGER, LLP ois
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4, On or about March 3, 2004,
UNDISPUTED. Plaintiff admits.
plaintiff filed suit against
defendant Blumenfeld for
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negligence, breach of contract,
breach of fiduciary duty, and
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negligent infliction of
emotional distress. Plaintiff
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alleged that defendants
committed a wrongful act and
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that she was actually harmed.
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Plaintiff alleged then precisely
as she alleges now:
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10 “Because the Lis Pendens had
not been filed, Lone Eagle is
ll now attempting to take title to
180 Sutter Street, Suite 200, San Francisoo, CA 94104
the Subject Property, without
12 regard to the dispute between
the Wainwrights, claiming he
418.352.0980 Fax 415.352.0088
13 is a bona fide purchaser,
Roeca Haas Hager LLP
Plaintiff, therefore, has been
14 forced to litigate this issue,
expend significant funds doing
15 so, and may lose title to the
Subject Property.”
16
Complaint for Malpractice:
17 Negligence, Breach of
Contract, Breach of Fiduciary
18 Duty, Negligent Infliction of
Emotional Distress (March 3,
19 2004), Superior Court of
California, County of
20 Alameda, Velma Sonny-Sonia,
a.k.a. Velma Sonny v. Michael
21 |\F. Blumenfeld, an individual,
The Michael Blumenfeld Law
22 Corporation, and Michael Joel
Blumenfeld, a Professional
23 Corporation, Case No.
R.G04149832, Request for
24 Judicial Notice Exhibit 3
25
26
27
28
REPLY STATEMENT OF UNDISPUTED FACTS IN SUPPORT OF MOTION FOR, SUMMARY JUDGMENT
CASE NO. RG-06279317
4
09/07/2007 15:26 FAX 415 352 0988 ROECA HAAS HAGER, LLP dois
a an
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5. Plaint UNDISPUTED. Plaintiff admits.
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suit without prejudice on
) October 26, 2005.
6B
Request for Dismissal
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(October 26, 2005), Superior
Court of California, County of
Alameda, Vela Sonny-Sonia,
NH
a.k.a. Velma Sonny v. Michael
J. Blumenfeld, an individual,
The Michael Blumenfeld Law
wo
Corporation, and Michael Joel
Blumenfeld, a Professional
wo
Corporation, Case No.
10 RG04149332, Request for
Judicial Notice Exhibit 4
2 11 V6. ptaintiff filed this - her DISPUTED. Plaintiff filed the | The complaint was filed on
4 42 ||| second suit - against suit at issue against defendants | July 14, 2006.
g 8 defendants on July 4, 2006. on July 14, 2006.
Seo 43 Defendants made a
wea typographical error.
ss 14
4 |
F gé
Bee 15
a B a 16 |
F * 17 Defendants respond as follows to “Plaintiffs Additional Disputed and Undisputed Facts.”
5 |
= 18 eye Pan = 1 :
19 He Ae EG any
0 '1. Defendant Blumenfeld failed to file and | Immaterial to the present motion.
record a Lis Pendens, thereby giving public
5 notice of the proceeding, when the
I complaint was filed on May 9, 2001, or any
22 time subsequent to the filing of the |
complaint.
23 Wlo The complaint was served n or about Immaterial to the present motion.
oy May 25, 2001. That same day, Mark
Wainwright assigned his alleged interest in
05 the promissory note and deed of trust to
John Loan [sic] Eagle. A default was filed
26 against Mark Wainwright, Clifton
Wainwright, a.k.a. Clifton Wainwright d/b/a
27 Hillview Properties on or about July 1, 2001.
|
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REPLY STATEMENT OF UNDISPUTED FACTS IN SUPPORT OF MOTION FOR SUMMARY JUDGMENT
! CASE NO. RG-06279517
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09/07/2007 15:26 FAX 415 352 0988 ROECA HAAS HAGER,LLP o17
a a 7 SOLAS IR is ee
i
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3. On February 14, 2002, Lone Eagle filed a Immaterial to the present motion.
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proof of claim, however, Defendants did not
file an objection to the claim.
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4, On February 22, 2002, Judge Newsome Immaterial to the present motion.
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entered a default against the Wainwright
[sic], which in affect ordered that the Note
was null and void due to fraud.
5. In April 2002, Lone Eagle sought to Immaterial to the present motion.
intervene to answer the Complaint, claiming
he was unaware of the judgment declaring
the note null and void.
10 6. In May 2002, the Trustee Martha Immaterial to the present motion.
Bronitsky notified Blumenfeld that the
il transmittal of the Blumenfeld Proof of
180 Sutter Street, Suite 200, San Francisco, CA 94104
Claim had been processed and that the
12 Trustee would begin to pay the claim in 90
days.
415.352.0980 Fax 415.352.0988
13
Roeca Haas Hager LLP
7. Blumenfeld wrote a letter to the court of Immaterial to the present motion.
14 June 14, 2002 stating his belief that no
further action need occur with regard to the
15 application to intervene “in light of the fact
that a judgment has been entered.”
16
8. In June 2002, Plaintiff submitted an It is undisputed that, in June 2002, plaintiff
17 Application to Dismiss Chapter 13 submitted an Application to Dismiss Chapter 13
Bankruptcy Case Without Prejudice, upon Bankruptcy Case Without Prejudice, upon the
18 the advice of Defendants, but retained advice of Defendants.
Defendants should any other matters arise in
19 relation to the Bankruptcy. Plaintiff advanced funds to defendant Blumenfeld
for what they “anticipated would be further
20 litigation in state court conceming the note and
deed of trust which was assigned to Lone Eagle.”
21 The remainder of those funds were returned to
plaintiff in March 2003.
22
Thus, plaintiff's argument at to what transpired in
23 June 2002 is imrnaterial to Blumenfeld
subsequent withdrawal from any further
24 representation a year later.
25 March 12, 2003 letter from Michael Blumenfeld
to Velma Sonny Sonia, attached as Exhibit A to
26 Declaration of Helga Gruber.
27
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REPLY STATEMENT OF UNDISPUTED FACTS IN SUPPORT OF MOTION FOR SUMMA