Jackson v. Hoxie CA4/3

FACTS

A. Lizzie’s Lawsuit: (1) Initial Complaint— In May 2010, Lizzie, represented by Attorney Chandler, filed a complaint

For ease of reference, we refer to the parties by their first names hereinafter. We mean no disrespect. (In re Marriage of Balcof (2006) 141 Cal.App.4th 1509, 1513, fn. 2.)

2 against appellants. She alleged, inter alia, that between 1992 and 2010 she had loaned about $26,000 to Reggie and about $59,000 to Rex.2 In addition, she alleged that her residence on 35th Street in Riverside was sold in 1982 and the proceeds were used to purchase a home on Via Alberca in Riverside. Lizzie further asserted that, in 1992, the residence on Via Alberca was sold and the proceeds were used to purchase a home on Via Del Tecolote, also in Riverside. She explained that she provided the down payment for the purchase of the Via Del Tecolote property, loaning over $80,000, but that Reggie and Heidi took title to the property in their capacities as trustees of their trust. Lizzie maintained that she and respondents had a verbal agreement that she was entitled to live in the property for the remainder of her life. Lizzie also asserted that, despite the agreement, in…