In this marital dissolution case, appellant Clark Woolsey persuaded respondent Anna Woolsey to participate in a church-sponsored reconciliation session that turned into a mediation
Anna moved to enforce the agreement under Code of Civil Procedure section 664.6. Clark apparently changed his mind about the terms of the agreement and opposed entry of judgment. After a trial, the court entered judgment on the agreement. The court also made custody and visitation determinations in the same judgment.
Clark appeals, contending (1) the marital settlement agreement is unenforceable for lack of timely financial disclosures under Family Code sections 2104 and 2105,
We conclude the trial court properly entered judgment on the marital settlement agreement. In response to Clark's contentions, we conclude (1) parties who agree to settle their disputes by private mediation may also agree to make financial disclosures that do not meet the technical procedural requirements of sections 2104 and 2105; (2) rule 30.7 is invalid insofar as it imposes additional requirements on a mediated settlement agreement beyond those specified by statute; (3) the record reveals Clark received a full and fair trial; (4) Clark forfeited the right to further mediation or arbitration of the issues; (5) the mediation confidentiality imposed by Evidence Code section 1119 undermines Clark's arguments regarding undue influence and there is no presumption of undue influence in a marital settlement agreement reached as the result of mediation; (6) Clark's failure to provide any legal authority that supports his deceit argument forfeits the issue on appeal; (7) Clark's challenges to the custody and visitation terms in the judgment do not establish an abuse of discretion by the trial court; and (8) the trial court's statement of decision is adequate in addressing the issues presented for trial. Accordingly, we affirm the judgment.
The parties married in September 2001. They had two children, who were born in California: Grant, who was born in July 2002, and Claire, who was born in February 2004. The parties lived in California until they moved to Missouri in December 2007. Clark and Anna separated on April 30 or May 1, 2009. Anna and the children moved back to California, where Anna had lived her entire life except for the 18 months she resided in Missouri.
In July 2009, Anna filed a petition for legal separation.
In August 2009, Clark hoped to achieve reconciliation with Anna and urged her to participate in mediation provided by Live at Peace Ministries. Anna was skeptical but agreed to participate.
Mediation began on August 20, 2009, but no agreement to reconcile was reached during the first two days. Thus, the focus of the mediation for the
On the same day the parties signed the marital settlement agreement, Clark was served with Anna's petition for legal separation.
In September 2009, Anna filed her preliminary and final declaration of disclosure and income and expense declaration. A month later, the parties entered a stipulation regarding custody and visitation in which they agreed Anna would have custody of the children "at all times" except for the period from October 30 to November 1, 2009, and the Thanksgiving holiday period of November 21 to 29, 2009. Anna was entitled to keep the children during the entire Christmas holiday.
In January 2010, Anna filed an amended petition to seek dissolution of marriage. That same month, Clark served a preliminary declaration of disclosure. He never filed a final disclosure.
In February 2010, Anna moved to enter judgment to enforce the marital settlement agreement under Code of Civil Procedure section 664.6. Clark opposed entry of judgment on the agreement, and a one-day trial occurred on August 16, 2010. During trial Clark represented himself while Anna had legal counsel. Clark cross-examined Anna and examined Jack D. Love, M.A., M.F.T., the child custody mediator. Although Clark testified on his own behalf, he did not call any witnesses except for Love. During his testimony, Clark admitted he was not aware of any marital asset that was not discussed during the August 2009 mediation.
At the end of his testimony, Clark stated: "That's it." Clark did not make any offer of proof regarding additional evidence he wanted to introduce.
The trial court granted Anna's motion to enter judgment on the marital settlement agreement under Code of Civil Procedure section 664.6. The court also awarded joint legal and physical custody, with a parenting schedule that confirmed Anna as the primary caregiver for the children.
Clark timely appealed from the judgment.
Clark contends the marital settlement agreement must be set aside because the parties failed to make the financial disclosures in compliance with sections 2104 and 2105. We reject the contention.
To this end, the version of section 2104 in effect at the time judgment was entered governed preliminary disclosures by requiring that, "[e]xcept by court order for good cause, as provided in Section 2107, after or concurrently with service of the petition for dissolution or nullity of marriage or legal separation of the parties, each party shall serve on the other party a preliminary declaration of disclosure, executed under penalty of perjury on a form prescribed by the Judicial Council." (Former § 2104, subd. (a); Stats. 2009, ch. 110, § 1.)
Similarly, section 2105 requires final financial disclosures by providing that, "[e]xcept by court order for good cause, before or at the time the parties
"Sections 2104 and 2105 were enacted in 1993, as part of a statutory scheme designed to ensure that parties to a dissolution action meet their fiduciary duty to make full disclosure of their assets and liabilities. (§ 2100.)" (Elden v. Superior Court (1997) 53 Cal.App.4th 1497, 1507-1508 [62 Cal.Rptr.2d 322] (Elden).) Elden involved the question of whether the specific procedural and disclosure requirements of sections 2104 and 2105 applied even when the parties elected to settle issues pertaining to marital dissolution by private arbitration. (53 Cal.App.4th at pp. 1507-1508.) The Elden court held that by agreeing to submit their dispute to nonjudicial arbitration, the parties' "controversy was removed from the procedures applicable to trials. (Severtson v. Williams Construction Co. (1985) 173 Cal.App.3d 86, 91 [220 Cal.Rptr. 400].)" (Elden, at p. 1508.)
In excusing the disclosure requirements of sections 2104 and 2105 for nonjudicial arbitration cases, the Elden court explained: "Although we recognize the public policy reasons for the disclosure sections set forth within the Family Code, we conclude that the parties to a dissolution who have agreed to engage in private arbitration of their property issues are entitled to adopt other, more summary procedures for financial disclosure. Here, for example, according to the arbitrator, the parties assured him that they had made the necessary disclosures. Under these circumstances, and because parties to private arbitrations waive a number of rights just as important as those set forth in the disclosure provisions at issue here, we conclude that the trial court erred in holding that Husband and Wife were required — prior to the arbitration — to submit the disclosure statement required by section 2105. If parties to a marital dissolution enter an agreement to settle their property or support issues by private or nonjudicial arbitration, they may do so without complying with section 2104 or section 2105." (Elden, supra, 53 Cal.App.4th
Private mediation, like nonjudicial arbitration, offers an alternate approach to resolve disputed issues arising from a marital dissolution. Requiring technical compliance with disclosure rules designed for adversarial litigation would undermine the strong public policy of allowing parties to choose speedy and less costly avenues for resolving their disputes. Parties who agree to settle their dispute by private mediation may also agree to make financial disclosures that do not meet the technical procedural requirements of sections 2104 and 2105. Thus, strict compliance with sections 2104 and 2105 is not required for private mediations that address issues arising out of a marital dissolution.
In this case, Anna and Clark made multiple disclosures of their finances prior to entry of judgment. The marital settlement agreement that culminated from the mediation declares that "Clark and Anna agree that they have fully disclosed all financial matters." Thus, the agreement addresses the parties' cash assets and debts, provides for division of their real property, and addresses such specifics as whose name should appear on the cable bill, investigation of health insurance options, life insurance policies, and financial accounts for their children. Moreover, the agreement even confirms to Anna and Clark items of personal property such as specific items of children's furniture, exercise equipment, linens and blankets, Christmas decorations, camping gear, and bookshelves. In the event Clark and Anna forgot to address any piece of property, the agreement includes the catchall provision that "[a]ny remaining unwanted items may be disposed of or sold at Clark's discretion."
After the mediation and before entry of judgment, Anna and Clark both served each other with preliminary financial disclosures. Anna served her final disclosure at the same time as her preliminary disclosure. However, Clark never filed a final disclosure.
Clark next argues the trial court erred in entering judgment on the marital settlement agreement because it did not comply with the requirements of rule 30.7 that such agreements be notarized and admonish parties of their right to seek legal counsel.
The trial court rejected Clark's challenge to the marital settlement agreement for noncompliance with rule 30.7 as follows: "The court finds that neither party was represented by an attorney in the negotiation and preparation of the Settlement Agreement; it was all accomplished through mediation with the Live at Peace Ministries. Compliance with Placer County Superior Court Rule 30.7[A] and [B] is not required. The signatures of the parties were not notarized as required by Rule 30.7[C], which is a requirement in order that the Court can be assured that the signatures are genuine, in this case that is not an issue, the parties have acknowledged that the signatures are theirs. In the Rules of Procedure for Christian Conciliation, to which the parties agreed to be bound they were advised of their right to legal representation in the mediation process."
One court summarized: "A rule of court may go beyond the provisions of a related statute" only "so long as it reasonably furthers the statutory purpose. (Butterfield v. Butterfield (1934) 1 Cal.2d 227, 228 [34 P.2d 145] [rule requiring points and authorities in support of motion for change of venue]; Mann v. Cracchiolo (1985) 38 Cal.3d 18, 29 [210 Cal.Rptr. 762, 694 P.2d 1134] [rule limiting time to file opposition to summary judgment motion].) However, if a statute even implicitly or inferentially reflects a legislative choice to require a particular procedure, a rule of court may not deviate from that procedure. (People v. Hall [(1994)] 8 Cal.4th [950,] 961-962 [35 Cal.Rptr.2d 432, 883 P.2d 974] [rule limiting aggravating factors to be considered in imposing sentence enhancements conflicted with Legislature's evident intent to apply full range of factors]; California Court Reporters Assn. v. Judicial Council of California [(1995)] 39 Cal.App.4th [15,] 26-31 [46 Cal.Rptr.2d 44] [rule permitting electronic recording of superior court proceedings conflicted with implicit legislative intent that such proceedings be stenographically recorded]; Cox v. Superior Court [(1993)] 19 Cal.App.4th [1046,] 1050-1051 [23 Cal.Rptr.2d 751] [local rule requiring notice of motion to suppress at preliminary hearing conflicted with statute raising `reasonable inference' that no prior notice is required].)" (Trans-Action Commercial Investors, Ltd. v. Firmaterr, Inc. (1997) 60 Cal.App.4th 352, 364 [70 Cal.Rptr.2d 449], italics added.)
And, as the Elkins court noted, "Reviewing courts have not hesitated to strike down local court rules or policies on the ground they are inconsistent with statute, with California Rules of Court promulgated by the Judicial Council, or with case law or constitutional law. Appellate decisions have invalidated local rules or restricted their application in many areas of affected litigation, including dissolution actions...." (Elkins, supra, 41 Cal.4th at p. 1352.)
We note that "`[p]roperty settlement agreements occupy a favored position in the law of this state....' (Adams v. Adams (1947) 29 Cal.2d 621, 624 [177 P.2d 265].) Courts are reluctant to disturb them `except for equitable considerations. A property settlement agreement, therefore, that is not tainted by fraud or compulsion or is not in violation of the confidential relationship
To adopt the holding urged by Clark could result in differing, and perhaps conflicting, requirements from various local rules of court. This case provides an apt example. Here, the parties availed themselves of a mediation program offered by Live at Peace Ministries. That program yielded a mutually acceptable agreement fully consistent with the governing statutes. However, if trial courts have discretion to invalidate such otherwise valid agreements based on additional requirements of authenticity imposed by local court rules, then Live at Peace Ministries and other mediators in California would have to (1) anticipate where the mediated settlement agreement would most likely be filed and (2) understand and comply with the local rules governing the county of filing. However, parties may not know where they will file for dissolution. "[B]ecause there is no specific statute governing venue in proceedings for legal separation, the venue rules of [Code of Civil Procedure] section 395, subdivision (a), applicable to civil actions generally, govern nullity or separation actions, and the proper place for trial is ordinarily the county of respondent's residence." (Forster v. Superior Court (1992) 11 Cal.App.4th 782, 786-787 [14 Cal.Rptr.2d 258]; but see Code Civ. Proc., § 664.6 [either party may bring a motion to enforce a mediated agreement].)
We note that even the trial court in this case did not enforce rule 30.7, excusing performance because the marital settlement agreement comported with the intent underlying the rule. It would be incongruous to ignore the statutes governing mediated agreements in order to give trial courts discretion to ignore local rules of court.
We affirm the trial court's entry of judgment on the marital settlement agreement, but do so because rule 30.7 cannot impose requirements for enforcement of mediated settlement agreements in addition to those specified by statute. (Evid. Code, § 1123; Fam. Code, § 2550; Code Civ. Proc., § 664.6.)
In the trial court, Clark argued the marital settlement agreement is unenforceable because the mediator engaged in undue influence during the mediation. On appeal, he changes his argument to assert Anna exerted undue influence on him during the mediation. As part of his argument, he asserts Anna gained an unfair division of property because of the mediation. In so arguing, Clark acknowledges the confidentiality extended to mediation proceedings undermines his argument. Elsewhere, Clark even notes he objected to admission of evidence regarding the intent of the parties in entering into the marital settlement agreement "on the basis of mediation confidentiality."
"Even more importantly, to apply the presumption of undue influence to mediated marital settlements would severely undermine the practice of mediating such agreements. Application of the presumption would turn the shield of mediation confidentiality into a sword by which any unequal agreement could be invalidated. We do not believe that the Legislature could have intended that result when it provided for spousal fiduciary duties on the one hand and for mediation confidentiality on the other." (Kieturakis, supra, 138 Cal.App.4th at p. 85.)
Clark contends Kieturakis was incorrectly decided but offers no explanation as to how that decision might err. In addition to urging us to reject the holding in Kieturakis, Clark also attempts to distinguish that case by noting it involved a marital settlement agreement that expressly stated it was not the product of undue influence. (Kieturakis, supra, 138 Cal.App.4th at p. 64.) Clark notes the marital settlement agreement in this case contains no declaration that it was free from undue influence. This is a distinction without a difference.
We also reject Clark's assertion that the mediation yielded an agreement that resulted in an unfair division of property favoring Anna. It is well settled that parties may agree in writing to an unequal division of marital property. (In re Marriage of Cream, supra, 13 Cal.App.4th at p. 90.) Moreover, crediting Clark's argument would implicate the Kieturakis court's concern that "[m]any mediated settlements might be jeopardized because relatively few of them, upon close scrutiny, would likely be found to have been perfectly equal. [¶] To countenance that result would contravene the strong legislative and judicial policies favoring mediation and settlement. (Code Civ. Proc., § 1775, subd. (c) [mediation may help reduce courts' caseloads; public interest dictates that mediation `be encouraged and used where appropriate by the courts']; Bus. & Prof. Code, § 465, subd. (b) [greater use of mediation should be encouraged]; Rojas v. Superior Court[ (2004)] 33 Cal.4th[ 407,] 415 [15 Cal.Rptr.3d 643, 93 P.3d 260] [policy favoring mediation]; Stewart v. Preston Pipeline Inc. [(2005)] 134 Cal.App.4th [1565,] 1583 [36 Cal.Rptr.3d 901] [policies favoring mediation and settlement]; In re Marriage of Friedman (2002) 100 Cal.App.4th 65, 72 [122 Cal.Rptr.2d 412] [it is `well settled that property settlement agreements occupy a favored position in California'].)" (Kieturakis, supra, 138 Cal.App.4th at p. 86.)
Accordingly, we reject Clark's undue influence argument. As Clark acknowledges, the mediation confidentiality provisions of Evidence Code section 1119 protect the mediation process and preclude any claim of undue influence. Further, there is no presumption of undue influence in marital settlement agreements reached as a result of mediation.
The judgment is affirmed. Respondent Anna Woolsey shall recover her costs on appeal. (Cal. Rules of Court, rule 8.278(a)(1) & (2).)
Hull, Acting P. J., concurred.
I concur in the result.
I write separately because I disagree with the majority's analysis in part II of the Discussion, in which the majority invalidates a local rule of court in its entirety.
The majority invalidates the Superior Court of Placer County, Local Rules, rule 30.7 (local rule 30.7), which provides that no marital settlement agreement (MSA) involving an unrepresented litigant "will be approved" unless the unrepresented party's signature is notarized or acknowledged by the clerk,
I conclude that it is unnecessary to reach the validity of the rule, because the trial court impliedly found that the interest of justice requires that the rule not be applied here. Furthermore, the notary requirement is not inconsistent
Clark complains that "[u]nder the plain language of Local Rule 30.7, the trial court had no authority to approve the [MSA] or the provisions therein," and the trial court violated the rule by entering a judgment based on an MSA that does not comply with the rule.
Our high court long ago observed, "Rules of Court should be framed in furtherance of justice; but they may sometimes, if strictly adhered to, work the other way. They are always under the control of the Court, and if there is any reason to apprehend the latter result, they should be made to yield to the superior calls of justice." (People v. Williams (1867) 32 Cal. 280, 287.) Thus, "it is always in the power of the court to suspend its own rules, or to except a particular case from their operation, whenever the purposes of justice require." (Adams v. Sharp (1964) 61 Cal.2d 775, 777 [40 Cal.Rptr. 255, 394 P.2d 943].)
The Supreme Court has never retreated from this view. To the contrary, the rule was reinforced in Mann v. Cracchiolo (1985) 38 Cal.3d 18 [210 Cal.Rptr. 762, 694 P.2d 1134] (Mann). In Mann, our high court concluded that, under the circumstances of that case, the trial court abused its discretion by applying a local rule of court to reject a declaration filed in opposition to a summary judgment motion on the ground that it was not filed within the time period set forth in a local rule. (Mann, supra, 38 Cal.3d at p. 28.) In concluding that the trial court abused its discretion, our high court cited and discussed Kapitanski v. Von's Grocery Co. (1983) 146 Cal.App.3d 29 [193 Cal.Rptr. 839]. Faced with a similar issue, the Kapitanski court noted, "Rigid rule following is not always consistent with a court's function to see that justice is done." (Kapitanski, supra, 146 Cal.App.3d at p. 32.) Our high court repeated its observations from Mann and the quoted language from Kapitanski in Elkins v. Superior Court, supra, 41 Cal.4th at pp. 1351, 1364 (Elkins). Other courts have followed the rule that courts may suspend or except cases from the requirements of local rules when it is in the interest of justice to do so. (See Estate of Cattalini (1979) 97 Cal.App.3d 366, 371 [158 Cal.Rptr. 640];
I would apply this venerable principle here. I conclude that the trial court had the authority to excuse noncompliance with local rule 30.7 because it was in the obvious interests of justice to do so. Indeed, similar to Mann, under the circumstances of this case, it would have been an abuse of discretion for the trial court to apply the local rule to invalidate the MSA. There was no dispute as to whether each party signed the MSA; to the contrary, both parties acknowledged that the signatures on the MSA were theirs. Thus, as the trial court noted, the purpose of the notary requirement — to establish that the signatures are genuine — was fulfilled. Further, the Rules of Procedure for Christian Conciliation required that the parties be advised of their right to counsel, and that was done here before the parties entered into the agreement.
In my view, the trial court's ruling is appropriately affirmed on this basis. We need not reach the underbriefed issue of the validity of the local rule.
Anna contends that the notary requirement in local rule 30.7 conflicts with Code of Civil Procedure section 664.6. (See fn. 7, post.) As in the trial court, no other theories for invalidating the rule have been advanced in Anna's appellate briefing; she does not cite other portions of the rule which purportedly conflict with the statute and she cites no other statutes.
Government Code section 68070, subdivision (a) authorizes local courts to establish rules that are "not inconsistent" with statute. (Italics added.) Accordingly, "local courts may not create their own rules of evidence and procedure in conflict with statewide statutes." (Elkins, supra, 41 Cal.4th at p. 1352, italics added.)
However, our high court long ago observed in Butterfield v. Butterfield (1934) 1 Cal.2d 227 [34 P.2d 145] (Butterfield), "the mere fact that the rule goes beyond the statutory provision does not make it inconsistent therewith." (Butterfield, supra, at p. 228.) The Butterfield court upheld a local rule
Despite the fact that Anna has contended in this appeal only that the notary requirement of the rule conflicts with Code of Civil Procedure section 664.6, the majority invalidates local rule 30.7 in its entirety on the basis that the rule imposes requirements in addition to those set forth in three statutes, two of which were not asserted by Anna: (1) Family Code section 2550,
The majority invalidates local rule 30.7 on the ground that it imposes requirements in addition to Family Code section 2550 and Code of Civil Procedure section 664.6.
Family Code section 2550 (see fn. 6, ante) begins, "Except upon the written agreement of the parties." (Italics added.) Code of Civil Procedure section 664.6 (see fn. 7, ante) provides in pertinent part, "If parties to pending litigation stipulate, in a writing signed by the parties. ..." (Italics added.) As can be seen by the italicized language, a necessary predicate to
As the trial court noted, the purpose of the notary requirement for unrepresented parties in local rule 30.7 is to ensure that the signatures are genuine. This gives the court assurance that an unrepresented party actually agreed to a written settlement and that a signature has not been forged. It also prevents an unrepresented party from seeking to invalidate the agreement by fraudulently claiming not to have been the person who signed the agreement.
In Butterfield, a trial court presiding over an action for divorce denied the defendant's motion for change of venue on the ground that the defendant failed to file points and authorities as required by a local rule of court. On appeal, the defendant contended that because the Code of Civil Procedure provision governing venue did not require points and authorities, invoking the local rule against him deprived him of a statutory right. Our high court wrote, "It is true that a rule inconsistent with a statute can have no validity; but the mere fact that the rule goes beyond the statutory provision does not make it inconsistent therewith." (Butterfield, supra, 1 Cal.2d at p. 228, italics added.) The court reasoned, "Appellant had a statutory right to a change of venue upon a proper showing of grounds therefor; and the rule requiring points and authorities is a reasonable provision in furtherance of the statutory purpose. No possible hardship can fall upon the party who must comply with the rule; and appellant makes no claim to that effect." (Ibid., italics added.)
Likewise, parties have the right to a court's acceptance of a written MSA under Family Code section 2550 and also have the right to avail themselves of Code of Civil Procedure section 664.6, but only upon a proper showing to the court's satisfaction that both parties have actually agreed to the MSA. It can hardly be argued that either party is entitled to have the court blindly approve an MSA in the absence of a showing that both sides have actually agreed to the written agreement presented to the court. Like the rule in Butterfield, the notary requirement in local rule 30.7 goes beyond the statutory provisions, but the rule is not inconsistent with statute. Rather, the rule is a reasonable provision in furtherance of the statutory purpose.
The majority cites several cases related to Family Code section 2550, a statute not identified by Anna in the trial court or on appeal, as in conflict with local rule 30.7. These cases are cited for the proposition that under Family Code section 2550, a trial court "must" accept written or oral stipulations of the parties concerning the division of property, even if the division is lopsided; "[t]he court's `only role with regard to a proper stipulated disposition of marital property is to accept the stipulation and, if
Similar to Family Code section 2550, the plain language of Code of Civil Procedure section 664.6 (see fn. 7, ante) requires the trial court to determine that the parties have agreed to the stipulated resolution. Indeed, the statutory language, "signed by the parties," must be read as a requirement that the trial court assure itself that the written agreement has been signed by both parties. Thus, while Code of Civil Procedure section 664.6 provides an expeditious method of enforcing agreements, the trial court cannot blindly accept the agreement. As the majority notes, "`The Legislature created [the section 664.6] procedure to benefit not only parties but also the justice system, relieving it of the burden of more time-consuming and expensive processes.' (Provost v. Regents of University of California (2011) 201 Cal.App.4th 1289, 1298 [135 Cal.Rptr.3d 591].)" (Maj. opn., ante, at p. 898.) Providing conclusive proof of the validity of a party's signature before the court approves the agreement is consistent with the statutory purpose, because it prevents fraud and set-aside motions based on claims of forged signatures and fraudulent claims of forgery.
The majority acknowledges the Butterfield rule, which allows courts to enact local rules that go beyond the provisions related to statute as long as any such rule is "a reasonable provision in furtherance of the statutory purpose." (Butterfield, supra, 1 Cal.2d at p. 228.) But quoting Trans-Action
The thrust of the majority's opinion is that local rule 30.7 is invalid because it imposes requirements in addition to those required by statute. Invalidating a rule solely on this basis is unprecedented and contrary to statutory and decisional law, which allow local rules that are not inconsistent with statute. The ramifications for the rule of law announced by the majority are far reaching. The majority cites two cases for its "in addition to" rule, Hogoboom v. Superior Court (1996) 51 Cal.App.4th 653 [59 Cal.Rptr.2d 254] (Hogoboom) and Conae v. Conae (1952) 109 Cal.App.2d 696, 697 [241 P.2d 266] (Conae).
Hogoboom involved a local rule that imposed fees for mediation services. That case was decided on two grounds: preemption and traditional statutory interpretation. In holding that the local fee rule was preempted by state law, the Hogoboom court noted a number of statutes and legislative history evincing legislative intent to occupy the field of court fees. Accordingly, the Hogoboom court invalidated the local rule because it imposed a requirement in addition to state statute, but the requirement was additional fees beyond those authorized by statute. (Hogoboom, supra, 51 Cal.App.4th at pp. 656-669.)
The Hogoboom court also noted that Government Code section 68070, subdivision (a)(1) expressly prohibits a court from enacting local rules which impose "`any ... charge ... upon any legal proceeding.'" (Hogoboom, supra, 51 Cal.App.4th at p. 669.) Employing traditional statutory interpretation rules, the Hogoboom court held that Government Code section 68070, subdivision (a)(1) prohibited the local fee. (Hogoboom, supra, 51 Cal.App.4th at pp. 669-671.)
Hogoboom does not support a blanket prohibition of local rules that impose requirements in addition to statute.
The addition made in Conae was not just in addition to statute, it was also inconsistent with statute. The trial court's requirement that the order to show cause be served on the opposing party conflicted with Code of Civil Procedure section 1015, which provided that when a party is represented, service must be "`upon the attorney instead of the party.'" (Conae, supra, 109 Cal.App.2d at p. 697.) The Conae court's statement that "[a] court may not ... add to procedural requirements established by statutory provision" is overbroad. No court has cited Conae in the 60 years since its publication for the proposition that a local rule is invalid if it goes beyond a statute by adding requirements, even if the rule is not inconsistent with statute.
In Henry, this court reversed a trial court order denying a change of venue motion. (Henry, supra, 60 Cal.App. at pp. 245, 252.) The opposing party objected in the trial court based on several grounds, one of which was that the motion had not been calendared on a regular law and motion day designated by a local rule of court. (Id. at p. 248.) This court wrote, "As to the objection to the hearing of the motion on the ground that it was not made on a regular law day, fixed by the rules of the superior court of Siskiyou County, the answer is that the rules of the courts cannot be invoked to control or be substituted for statutory provisions as to procedure." (Henry, supra, 60 Cal.App. at p. 252, italics added.) Clearly, rules that control or replace statutory provisions are inconsistent with statute. But that is not what we have here. In any event, Henry does not support a blanket prohibition against rules that go beyond statute by adding requirements that are not inconsistent with statute.
When possible, rules of court should be construed in a manner that maintains their consistency with statutory requirements. (Trans-Action, supra, 60 Cal.App.4th at p. 365.) I read the notary requirement as completely consistent with Family Code section 2550 and Code of Civil Procedure section 664.6.
Our high court noted in Elkins, "[a] common theme in the appellate decisions invalidating local rules ... is that a local court has advanced the goals of efficiency and conservation of judicial resources by adopting procedures that deviated from those established by statute, thereby impairing the countervailing interests of litigants as well as the interest of the public in being afforded access to justice, resolution of a controversy on the merits, and a fair proceeding." (Elkins, supra, 41 Cal.4th at p. 1353, italics added.) Here, that common theme is not present.
As the Judicial Council's Elkins Family Law Task Force
I decline to comment on the validity of the right to counsel admonition component of local rule 30.7. As I have noted, Anna did not assert an alleged conflict involving this component of the rule in the trial court; therefore, the trial court was deprived of the opportunity to rule on this matter.
Moreover, even if this theory is not forfeited because of Anna's failure to assert it both in the trial court and on appeal, I do not see how we can ground our opinion on the issue of a conflict between the right to counsel admonition component of the rule and the aforementioned statutes without affording the parties an opportunity to provide supplemental briefing. (See Gov. Code, § 68081 [before an appellate court renders a decision based upon an issue that was not proposed or briefed by any party to the proceeding, "the court shall afford the parties an opportunity to present their views on the matter through supplemental briefing" (italics added)].)
I agree that the trial court appropriately approved the MSA on the ground that it had the authority to do so in the interest of justice, notwithstanding that the MSA did not strictly comply with local rule 30.7. I disagree with the majority's invalidation of local rule 30.7 and concur in all other respects.
"No property settlement agreement, or stipulation or agreement for entry of any order or judgment wherein the parties settle any issue relating to property, support, custody, visitation or paternity will be approved by the Court or incorporated by reference into a judgment without meeting the following requirements:
"A. If both parties are represented by counsel, the agreement must be signed by both parties and their respective counsel.
"B. If any one of the parties is represented by counsel, the agreement must be signed by both parties and the attorney for the represented party. The signature of the unrepresented party must be notarized, or acknowledged before a clerk of the Court under Civil Code § 1181(a) and must appear immediately after the following statement: [Effective date 7/1/01]
"`The undersigned party has been advised to consult an attorney regarding the subject matter of this agreement, but has declined to do so.'
"C. If neither party is represented by counsel, the agreement must be signed by both parties. The signatures of the parties must be notarized, or acknowledged before a clerk of the court under Civil Code § 1181(a) and are to appear immediately after the following statement:
"`The undersigned parties understand that they have the right to consult an attorney regarding the subject matter of this agreement and knowingly give up that right.' [Effective date 7/1/01]" (<http://www.placer.courts.ca.gov/forms/Local_Rules_Effective_7-1-13.pdf> [as of Oct. 22, 2013]).
Anna's argument in the trial court concerning the validity of local rule 30.7 was set forth in her written closing argument after hearing. The entire argument reads, "The local rule requiring notarization or attorney signature conflicts with CCP 664.6 and must yield to it. (Elkin [sic] v. Superior Court[, supra,] 41 Cal.4th 1337, 1351."