Urick

Urick v. Urick

Good Law
15 Cal. App. 5th 1182·2017 Cal. App. LEXIS 865·224 Cal. Rptr. 3d 125
Court of Appeal of CaliforniaOctober 5, 2017B278257California5,973 words

Opinion

lead Opinion

Kriegler, J.

*1185 A beneficiary filed a petition for instructions as to whether the "no contest" clause of his mother's trust had been violated *1186 after his sister sought to reform the trust to eliminate his interest. The sister, in her capacity as trustee, filed a special motion to strike the petition under Code of Civil Procedure section 425.16 (the anti-SLAPP statute), 1 which the probate court granted. On appeal, the brother recognizes that petitions to enforce a no contest clause under the Probate Code necessarily satisfy the first step of the anti-SLAPP analysis, because they are based on protected petitioning activity. He contends that petitions to enforce a no contest clause should be exempt from the anti-SLAPP statute, however, because applying the anti-SLAPP statute in this context undermines the purposes of both statutory schemes. He also contends that he showed a probability of prevailing under the second step of the analysis, because his sister filed the reformation petition in her individual capacity, it was a direct contest and the grounds included fraud, and she had no probable cause to file it. Although we appreciate the strength of the argument in favor of exemption, the…

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