The Honorable Tana L. Coates

San Luis Obispo Superior Court, Department 9

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Biography

The Hon. Tana L. Coates is a judge for the Superior Court of San Luis Obispo County in California. She was appointed to the bench by former Governor Jerry Brown on May 22, 2017, filling a vacancy created by the elevation of the Hon. Martin J. Tangeman to the Second District Court of Appeal.

Coates earned a bachelor’s degree in journalism from the University of Texas at Austin. She then completed a J.D. from the University of Houston Law Center.

Prior to her appointment to the bench, Coates was a partner at Coates and Coates from 2009 to 2017. She practiced alongside her husband, specializing in business litigation, personal injury, elder abuse, and construction defect cases. Before that, she was an associate at James R. Murphy, Jr. since 1991. During her fourteen-year tenure with the firm, she rose through the ranks, eventually becoming a named partner in 2005.

She is registered as a Democrat.

Recent Rulings by Hon. Tana L. Coates

  • LOREN NAUTA V. SUSAN MURPHY

    Jul 22, 2020 |  San Luis Obispo County

    On May 29, 2019, Loren Nauta, through his conservator Greg Nauta (“Nauta”), filed this action against his former attorney, Susan Murphy (“Murphy”). The complaint sets forth causes of action for breach of contract and legal malpractice and arises out of Murphy’s representation of Nauta in connection with a ...

  • IN RE: JERRY MCKIBBEN AND KAREN TALLENT TRUST

    Jun 24, 2020 |  San Luis Obispo County

    This matter was continued from March 4, 2020, to allow the parties the opportunity to meet and confer. Appearances are required to update the Court on the status of the discovery dispute. The Court includes the prior tentative ruling for background.
    I. BACKGROUND
    A. The Trust Litigation
    On J...

  • LARRY CURLEE V. JOHN E. ODUM

    Jun 17, 2020 |  San Luis Obispo County

    (originally April 1, 2020, continued to May 6, 2020)
    No Replies filed as to Motions to Compel
    Background.
    On August 16, 2019, Larry Curlee (Plaintiff) filed a complaint against John E. Odum (Defendant). Plaintiff is currently a patient at Coalinga State Hospital and is a participant in the S...

  • JOSE GARZA V. LEE PIATEK, M.D.

    Jun 10, 2020 |  San Luis Obispo County

    Jose Luis Garza (“Plaintiff”) filed this action against Lee Joseph Piatek, M.D. (“Defendant”) on August 28, 2019. Plaintiff’s verified complaint for damages alleges six causes of action against Defendant: (1) professional negligence (medical malpractice); (2) battery; (3) lack of consent; (4) reckless infl...

  • IN RE THE FRATELLO FAMILY TRUST

    Jun 10, 2020 |  San Luis Obispo County

    Reply Not Yet Filed
    I. BACKGROUND
    In January 1989, Frank and Florence Fratello (collectively, the “Settlors”)1 created the Fratello Family Trust (the “Fratello Family Trust”). Upon Frank’s death in April 2003, the Trust was divided into Trust A (survivor’s trust), Trust B (a credit shelter trust)...

  • SHERI MURRAY V. GERALD HARTZELL

    Jun 10, 2020 |  San Luis Obispo County

    Sheri Murray (“Sheri”)1, Tom Murray (“Tom”), Eliassa Murray (“Eliassa”), Brian Murray (“Brian”), Matthew Murray (“Matthew”), William Murray (“William”), Sheridyn Murray (“Sheridyn”), and Audrey Murray (“Audrey”) (collectively “Plaintiffs”), filed this action on August 12, 2019 against Gerald Hartzell (“Har...

  • TEENA COLEBROOK V. CIT BANK, N.A.

    Jun 03, 2020 |  San Luis Obispo County

    On February 26, 2020, this Court sustained Defendant CIT Bank, N.A.’s (“Defendant”) demurrer to Plaintiff Teena Colebrook’s (“Plaintiff”) complaint without leave to amend. On February 27, 2020, Defendant served notice of ruling on Plaintiff.
    On April 3, 2020, Plaintiff filed a Motion for Reconsiderati...

  • IN RE ROBERT W. HAYNES TRUST

    Jun 03, 2020 |  San Luis Obispo County

    Background.
    This matter involves the Robert W. Haynes Trust. Brenda Summers (Petitioner) is the surviving spouse of Robert W. Haynes, who died on March 16, 2013. The trustee is Darrin Quern (Trustee), who is the decedent’s former stepson from a relationship that decedent had prior to his relationship ...

  • JOANN SMITH V. THIRD DAY CHURCHES, INC., ET AL.

    Apr 29, 2020 |  San Luis Obispo County

    Background.
    On March 14, 2019, Joann Smith (Plaintiff) filed a lawsuit against various defendants, including Third Day Churches, Inc. Permission Ministries (TDC); Gary Goodell; Michael Meyer, Esq.; Meyer Law Organization, RLLP (MLOR); Third Day Nipomo, LLC (TDN); Michael Chriscione; and Aurora Consult...

  • SUSAN VELEY V. CITIBANK N.A.

    Apr 29, 2020 |  San Luis Obispo County

    Susan E. Veley (“Plaintiff”) filed this action to quiet title and for declaratory relief on February 15, 2019. This action arises out of a secured Line of Credit Trust Deed encumbering real property located in Los Osos, California.
    On May 1, 2019, Bank of America, N.A. (“BANA”) answered the complaint....

  • STEPHANIE SINGH V. BRUCE KOONTZ, ET AL.

    Apr 29, 2020 |  San Luis Obispo County

    Background/Procedural History.
    On November 7, 2017, Stephanie Singh (Plaintiff) filed a lawsuit against Defendants Bruce Koontz, Robert Russell Kasper, individually and dba The Real Estate Company of Cambria (Cambria), and other Defendants who have since been dismissed. Plaintiff’s First Amended Compl...

  • GARY CANNING, ET AL. V. PEDRO LEDESMA GARCIA

    Apr 29, 2020 |  San Luis Obispo County

    Gary Canning and Melinda Canning (Plaintiffs) filed this lawsuit against Pedro Ledesma Garcia (Defendant) on August 12, 2019. Plaintiffs’ lawsuit stems from a motor vehicle accident wherein they were allegedly rear-ended by Defendant.
    Now before the Court is Plaintiffs’ motion to compel Defendant to s...

  • IN RE: L. HERNANDEZ

    Mar 18, 2020 |  San Luis Obispo County

    J.G. Wentworth Originations, LLC (“Petitioner”) seeks approval of its purchase of two future payments in the amounts of $16,534, to be paid on July 12, 2023, and $21,534.00, to be paid on July 12, 2028, which are due to be paid to L. Hernandez fka L. Flores (the “Payee”). The payments are part of a structu...

  • CROWN ASSET MANAGEMENT, LLC V. DONNA GALLOWAY

    Mar 18, 2020 |  San Luis Obispo County

    Crown Asset Management, LLC (“Plaintiff”) filed this collection action on September 11, 2019, against Donna Galloway (“Defendant”). Defendant answered the complaint on October 4, 2019.
    That same day, Defendant propounded Requests for Production of Documents (“RFPs”) on Plaintiff. The RFPs were served ...

  • IN RE: KAILEY BARTLETT

    Mar 18, 2020 |  San Luis Obispo County

    Oakmont Collections, LLC (“Petitioner”) petitions, pursuant to Insurance Code sections 10134, et seq., for approval of a transfer of structured settlement payment rights from Kailey Bartlett (“Payee”).1 G7 Crescenta, LLC (“G7”) agreed to purchase a lump sum payment from Payee. (Petition, Exh. A.) G7 Cresce...

  • JEANNETTE ROSE GIALKETSIS V. BARRY KENNETH JONES, ET AL.

    Mar 04, 2020 |  San Luis Obispo County

    On December 5, 2017, Jeannette Rose Gialketsis (Plaintiff) filed a lawsuit against Defendants Barry Kenneth Jones and the Board of Trustees of California State University (the University) asserting causes of action for (1) negligence, (2) negligence per se, and (3) vicarious liability. This lawsuit stems f...

  • CARL J. GOEDINGHAUS V. JED D. HAZELTINE, ET AL.

    Mar 04, 2020 |  San Luis Obispo County

    This motion was continued from December 18, 2019, to permit supplemental briefing by the moving party, Jed Hazeltine (“Hazeltine”). The supplemental brief was due on January 17, 2020, and any reply from Plaintiff Carl J. Goedinghaus (“Plaintiff”) was due on or before February 20, 2020. (Min.Order, 12/18/20...

  • POLAR BEAR SERVICES INC. V. CLIFFS RESORT LLC

    Mar 04, 2020 |  San Luis Obispo County

    Polar Bear Services, Inc. (“Polar Bear”) filed this limited civil action on September 10, 2018, against Cliffs Resort, LLC (the “Cliffs”). The complaint alleges that Polar Bear performed work on the Cliffs’ HVAC system and that the Cliffs failed to pay for those services. The Cliffs filed a cross-complaint...

  • IN RE: JERRY MCKIBBEN AND KAREN TALLENT TRUST

    Mar 04, 2020 |  San Luis Obispo County

    I. BACKGROUND
    A. The Trust Litigation
    On June 23, 2010, spouses Jerry McKibben (“Decedent”) and Karen Tallent (“Respondent”) created the Jerry W. McKibben and Karen V. Tallent Revocable Living Trust (the “Trust”). Decedent passed away on October 13, 2014, leaving Respondent as the sole trustee an...

  • REMIGIO PENA V. HALCYON ESTATES MHP LLC, ET AL.

    Mar 04, 2020 |  San Luis Obispo County

    Background.
    Remigio Pena (Plaintiff) filed this personal injury action on February 23, 2018. Plaintiff’s first amended complaint (FAC) names as Defendants Halcyon Estates MHP, LLC (Halcyon), Carl George Tucker, and the City of Arroyo Grande (the City), and alleges causes of action for (1) motor vehicl...

  • REMIGIO PENA V. HALCYON ESTATES MHP LLC, ET AL.

    Mar 04, 2020 |  San Luis Obispo County

    Background.
    Remigio Pena (Plaintiff) filed this personal injury action on February 23, 2018. Plaintiff’s first amended complaint (FAC) names as Defendants Halcyon Estates MHP LLC (Halcyon Estates), Carl George Tucker, and the City of Arroyo Grande (the City), and alleges causes of action for (1) motor...

  • CARL J. GOEDINGHAUS V. JED D. HAZELTINE, ET AL.,

    Mar 04, 2020 |  San Luis Obispo County

    On January 6, 2020, Carl Goedinghaus (“Plaintiff”) filed a Request for Pretrial Discovery Conference regarding form interrogatories and requests for production of documents propounded on Jed Hazeltine, Kathryn Glenn, and Marianne Davis. The request also concerned special interrogatories propounded on Hazel...

  • IN RE: GREGORY MASCORRO

    Feb 26, 2020 |  San Luis Obispo County

    24 Kal Winter, LLC (“Petitioner”) seeks approval of its purchase of a guaranteed future payment in the sum of $81,253.71, which is due to be paid to Gregory Mascorro (the “Payee”) in lump sum payments of $25,000 on July 15, 2022, and $56,253.71 on July 15, 2026. The guaranteed payments are part of a struct...

  • TEENA COLEBROOK V. CIT BANK, N.A.

    Feb 26, 2020 |  San Luis Obispo County

    On April 8, 2019, Plaintiff Teena Colebrook (“Plaintiff”) filed this action for declaratory judgment against Defendant CIT Bank, N.A.1 (“Defendant”). Plaintiff seeks declaratory relief regarding her rights under Civil Code section 2941(a) and (b), as to a note and deed of trust for real property located at...

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Recent Rulings by Hon. Tana L. Coates

  • LOREN NAUTA V. SUSAN MURPHY

    Jul 22, 2020 |  San Luis Obispo County

    On May 29, 2019, Loren Nauta, through his conservator Greg Nauta (“Nauta”), filed this action against his former attorney, Susan Murphy (“Murphy”). The complaint sets forth causes of action for breach of contract and legal malpractice and arises out of Murphy’s representation of Nauta in connection with a ...

  • IN RE: JERRY MCKIBBEN AND KAREN TALLENT TRUST

    Jun 24, 2020 |  San Luis Obispo County

    This matter was continued from March 4, 2020, to allow the parties the opportunity to meet and confer. Appearances are required to update the Court on the status of the discovery dispute. The Court includes the prior tentative ruling for background.
    I. BACKGROUND
    A. The Trust Litigation
    On J...

  • LARRY CURLEE V. JOHN E. ODUM

    Jun 17, 2020 |  San Luis Obispo County

    (originally April 1, 2020, continued to May 6, 2020)
    No Replies filed as to Motions to Compel
    Background.
    On August 16, 2019, Larry Curlee (Plaintiff) filed a complaint against John E. Odum (Defendant). Plaintiff is currently a patient at Coalinga State Hospital and is a participant in the S...

  • JOSE GARZA V. LEE PIATEK, M.D.

    Jun 10, 2020 |  San Luis Obispo County

    Jose Luis Garza (“Plaintiff”) filed this action against Lee Joseph Piatek, M.D. (“Defendant”) on August 28, 2019. Plaintiff’s verified complaint for damages alleges six causes of action against Defendant: (1) professional negligence (medical malpractice); (2) battery; (3) lack of consent; (4) reckless infl...

  • IN RE THE FRATELLO FAMILY TRUST

    Jun 10, 2020 |  San Luis Obispo County

    Reply Not Yet Filed
    I. BACKGROUND
    In January 1989, Frank and Florence Fratello (collectively, the “Settlors”)1 created the Fratello Family Trust (the “Fratello Family Trust”). Upon Frank’s death in April 2003, the Trust was divided into Trust A (survivor’s trust), Trust B (a credit shelter trust)...

  • SHERI MURRAY V. GERALD HARTZELL

    Jun 10, 2020 |  San Luis Obispo County

    Sheri Murray (“Sheri”)1, Tom Murray (“Tom”), Eliassa Murray (“Eliassa”), Brian Murray (“Brian”), Matthew Murray (“Matthew”), William Murray (“William”), Sheridyn Murray (“Sheridyn”), and Audrey Murray (“Audrey”) (collectively “Plaintiffs”), filed this action on August 12, 2019 against Gerald Hartzell (“Har...

  • TEENA COLEBROOK V. CIT BANK, N.A.

    Jun 03, 2020 |  San Luis Obispo County

    On February 26, 2020, this Court sustained Defendant CIT Bank, N.A.’s (“Defendant”) demurrer to Plaintiff Teena Colebrook’s (“Plaintiff”) complaint without leave to amend. On February 27, 2020, Defendant served notice of ruling on Plaintiff.
    On April 3, 2020, Plaintiff filed a Motion for Reconsiderati...

  • IN RE ROBERT W. HAYNES TRUST

    Jun 03, 2020 |  San Luis Obispo County

    Background.
    This matter involves the Robert W. Haynes Trust. Brenda Summers (Petitioner) is the surviving spouse of Robert W. Haynes, who died on March 16, 2013. The trustee is Darrin Quern (Trustee), who is the decedent’s former stepson from a relationship that decedent had prior to his relationship ...

  • JOANN SMITH V. THIRD DAY CHURCHES, INC., ET AL.

    Apr 29, 2020 |  San Luis Obispo County

    Background.
    On March 14, 2019, Joann Smith (Plaintiff) filed a lawsuit against various defendants, including Third Day Churches, Inc. Permission Ministries (TDC); Gary Goodell; Michael Meyer, Esq.; Meyer Law Organization, RLLP (MLOR); Third Day Nipomo, LLC (TDN); Michael Chriscione; and Aurora Consult...

  • SUSAN VELEY V. CITIBANK N.A.

    Apr 29, 2020 |  San Luis Obispo County

    Susan E. Veley (“Plaintiff”) filed this action to quiet title and for declaratory relief on February 15, 2019. This action arises out of a secured Line of Credit Trust Deed encumbering real property located in Los Osos, California.
    On May 1, 2019, Bank of America, N.A. (“BANA”) answered the complaint....

  • STEPHANIE SINGH V. BRUCE KOONTZ, ET AL.

    Apr 29, 2020 |  San Luis Obispo County

    Background/Procedural History.
    On November 7, 2017, Stephanie Singh (Plaintiff) filed a lawsuit against Defendants Bruce Koontz, Robert Russell Kasper, individually and dba The Real Estate Company of Cambria (Cambria), and other Defendants who have since been dismissed. Plaintiff’s First Amended Compl...

  • GARY CANNING, ET AL. V. PEDRO LEDESMA GARCIA

    Apr 29, 2020 |  San Luis Obispo County

    Gary Canning and Melinda Canning (Plaintiffs) filed this lawsuit against Pedro Ledesma Garcia (Defendant) on August 12, 2019. Plaintiffs’ lawsuit stems from a motor vehicle accident wherein they were allegedly rear-ended by Defendant.
    Now before the Court is Plaintiffs’ motion to compel Defendant to s...

  • IN RE: L. HERNANDEZ

    Mar 18, 2020 |  San Luis Obispo County

    J.G. Wentworth Originations, LLC (“Petitioner”) seeks approval of its purchase of two future payments in the amounts of $16,534, to be paid on July 12, 2023, and $21,534.00, to be paid on July 12, 2028, which are due to be paid to L. Hernandez fka L. Flores (the “Payee”). The payments are part of a structu...

  • CROWN ASSET MANAGEMENT, LLC V. DONNA GALLOWAY

    Mar 18, 2020 |  San Luis Obispo County

    Crown Asset Management, LLC (“Plaintiff”) filed this collection action on September 11, 2019, against Donna Galloway (“Defendant”). Defendant answered the complaint on October 4, 2019.
    That same day, Defendant propounded Requests for Production of Documents (“RFPs”) on Plaintiff. The RFPs were served ...

  • IN RE: KAILEY BARTLETT

    Mar 18, 2020 |  San Luis Obispo County

    Oakmont Collections, LLC (“Petitioner”) petitions, pursuant to Insurance Code sections 10134, et seq., for approval of a transfer of structured settlement payment rights from Kailey Bartlett (“Payee”).1 G7 Crescenta, LLC (“G7”) agreed to purchase a lump sum payment from Payee. (Petition, Exh. A.) G7 Cresce...

  • JEANNETTE ROSE GIALKETSIS V. BARRY KENNETH JONES, ET AL.

    Mar 04, 2020 |  San Luis Obispo County

    On December 5, 2017, Jeannette Rose Gialketsis (Plaintiff) filed a lawsuit against Defendants Barry Kenneth Jones and the Board of Trustees of California State University (the University) asserting causes of action for (1) negligence, (2) negligence per se, and (3) vicarious liability. This lawsuit stems f...

  • CARL J. GOEDINGHAUS V. JED D. HAZELTINE, ET AL.

    Mar 04, 2020 |  San Luis Obispo County

    This motion was continued from December 18, 2019, to permit supplemental briefing by the moving party, Jed Hazeltine (“Hazeltine”). The supplemental brief was due on January 17, 2020, and any reply from Plaintiff Carl J. Goedinghaus (“Plaintiff”) was due on or before February 20, 2020. (Min.Order, 12/18/20...

  • POLAR BEAR SERVICES INC. V. CLIFFS RESORT LLC

    Mar 04, 2020 |  San Luis Obispo County

    Polar Bear Services, Inc. (“Polar Bear”) filed this limited civil action on September 10, 2018, against Cliffs Resort, LLC (the “Cliffs”). The complaint alleges that Polar Bear performed work on the Cliffs’ HVAC system and that the Cliffs failed to pay for those services. The Cliffs filed a cross-complaint...

  • IN RE: JERRY MCKIBBEN AND KAREN TALLENT TRUST

    Mar 04, 2020 |  San Luis Obispo County

    I. BACKGROUND
    A. The Trust Litigation
    On June 23, 2010, spouses Jerry McKibben (“Decedent”) and Karen Tallent (“Respondent”) created the Jerry W. McKibben and Karen V. Tallent Revocable Living Trust (the “Trust”). Decedent passed away on October 13, 2014, leaving Respondent as the sole trustee an...

  • REMIGIO PENA V. HALCYON ESTATES MHP LLC, ET AL.

    Mar 04, 2020 |  San Luis Obispo County

    Background.
    Remigio Pena (Plaintiff) filed this personal injury action on February 23, 2018. Plaintiff’s first amended complaint (FAC) names as Defendants Halcyon Estates MHP, LLC (Halcyon), Carl George Tucker, and the City of Arroyo Grande (the City), and alleges causes of action for (1) motor vehicl...

  • REMIGIO PENA V. HALCYON ESTATES MHP LLC, ET AL.

    Mar 04, 2020 |  San Luis Obispo County

    Background.
    Remigio Pena (Plaintiff) filed this personal injury action on February 23, 2018. Plaintiff’s first amended complaint (FAC) names as Defendants Halcyon Estates MHP LLC (Halcyon Estates), Carl George Tucker, and the City of Arroyo Grande (the City), and alleges causes of action for (1) motor...

  • CARL J. GOEDINGHAUS V. JED D. HAZELTINE, ET AL.,

    Mar 04, 2020 |  San Luis Obispo County

    On January 6, 2020, Carl Goedinghaus (“Plaintiff”) filed a Request for Pretrial Discovery Conference regarding form interrogatories and requests for production of documents propounded on Jed Hazeltine, Kathryn Glenn, and Marianne Davis. The request also concerned special interrogatories propounded on Hazel...

  • IN RE: GREGORY MASCORRO

    Feb 26, 2020 |  San Luis Obispo County

    24 Kal Winter, LLC (“Petitioner”) seeks approval of its purchase of a guaranteed future payment in the sum of $81,253.71, which is due to be paid to Gregory Mascorro (the “Payee”) in lump sum payments of $25,000 on July 15, 2022, and $56,253.71 on July 15, 2026. The guaranteed payments are part of a struct...

  • TEENA COLEBROOK V. CIT BANK, N.A.

    Feb 26, 2020 |  San Luis Obispo County

    On April 8, 2019, Plaintiff Teena Colebrook (“Plaintiff”) filed this action for declaratory judgment against Defendant CIT Bank, N.A.1 (“Defendant”). Plaintiff seeks declaratory relief regarding her rights under Civil Code section 2941(a) and (b), as to a note and deed of trust for real property located at...

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