Boal v. Price Waterhouse & Co., 165 Cal. App. 3d 806 (Cal. Ct. App. 1985). · Go Syfert
Boal v. Price Waterhouse & Co., 165 Cal. App. 3d 806 (Cal. Ct. App. 1985). Cases Citing This Book View Copy Cite
35 citation events (23 in the last 25 years) across 2 distinct courts.
Treatment trajectory · 1985 → 2026 · click a year to view as-of
1985 2005 2026
Cited for
At page 809 Analyzing relief from jury waiver based on hardship6 citing cases“it is well settled that, in light of the public policy favoring trial by jury, a motion to be relieved of a jury waiver should be granted unless, and except, where granting such a motion would work serious hardship to the objecting party.”2 citing courts quote it · 1 cautionary
  • Rincon EV Realty LLC v. CP III Rincon Towers, Inc., 8 Cal. App. 5th 1 (Cal. Ct. App. 2017).published Cited "but see" · 2 cites
    (See § 631, subd. (g); McIntosh v. Bowman (1984) 151 Cal.App.3d 357, 363 [ 198 Cal.Rptr. 533 ]; Byram v. Superior Court (1977) 74 Cal.App.3d 648, 653 [ 141 Cal.Rptr. 604 ]; Glogau v. Hagan (1951) 107 Cal.App.2d 313, 318-319 [ 237 P.2d 329…
  • TriCoast Builders, Inc. v. Fonnegra, 543 P.3d 243 (Cal. 2024).published 4 cites
    (Id. at p. 248.) The majority acknowledged TriCoast’s argument that granting relief would not have caused any harm, and it recognized that other appellate courts had stated that “ ‘a motion to be relieved of a jury waiver should be granted…
  • TriCoast Builders, Inc. v. Fonnegra, 74 Cal. App. 5th 239 (Cal. Ct. App. 2022).published
    (Boal v. Price Waterhouse & Co. (1985) 165 Cal.App.3d 806, 810-811 (Boal); Bishop v. Anderson (1980) 101 Cal.App.3d 821, 823-825 (Bishop); see Massie v. AAR Western Skyways, Inc. (1992) 4 Cal.App.4th 405, 412 (Massie).) The courts in these…
  • Mackovksa v. Viewcrest Road Props. LLC, 40 Cal. App. 5th 1 (Cal. Ct. App. 2019).published 2 cites
    In a civil cause a jury may be waived by the consent of the parties expressed as prescribed by statute.” “‘The jury as a fact-finding body occupies so firm and important a place in our system of jurisprudence that any interference with its…
  • Massie v. AAR W. Skyways, Inc., 4 Cal. App. 4th 405 (Cal. Ct. App. 1992).published
    “Courts have held that, given the public policy favoring trial by jury, the trial court should grant a motion to be relieved of a jury waiver ‘unless, and except, where granting such a motion would work serious hardship…”
  • Gann v. Williams Bros. Realty, Inc., 231 Cal. App. 3d 1698 (Cal. Ct. App. 1991).published
    “unless, and except, where granting such a motion would work serious hardship to the objecting party”
At page 810 Analyzing motion to quash subpoena duces tecum5 citing cases“in short, the claim of prejudice borders on being frivolous and cannot support the denial of the motion.”2 citing courts quote it
  • Amato v. Downs, 78 Cal. App. 5th 435 (Cal. Ct. App. 2022).published
    (Since improper denial of jury trial is per se prejudicial, the judgment must be, and is, reversed)
  • TriCoast Builders, Inc. v. Fonnegra, 74 Cal. App. 5th 239 (Cal. Ct. App. 2022).published
    (Boal v. Price Waterhouse & Co. (1985) 165 Cal.App.3d 806, 810-811 (Boal); Bishop v. Anderson (1980) 101 Cal.App.3d 821, 823-825 (Bishop); see Massie v. AAR Western Skyways, Inc. (1992) 4 Cal.App.4th 405, 412 (Massie).) The courts in these…
  • Mackovksa v. Viewcrest Road Props. LLC, 40 Cal. App. 5th 1 (Cal. Ct. App. 2019).published 2 cites
    In a civil cause a jury may be waived by the consent of the parties expressed as prescribed by statute.” “‘The jury as a fact-finding body occupies so firm and important a place in our system of jurisprudence that any interference with its…
  • Shrewsbury Mgmt., Inc. v. Superior Court of Santa Clara Cnty., 32 Cal. App. 5th 1213 (Cal. Ct. App. 2019).published
    (party must comply with subpoena duces tecum issued on eve of trial)
  • Winston v. Superior Court, 196 Cal. App. 3d 600 (Cal. Ct. App. 1987).published 2 cites
    (Byram v. Superior Court (1977) 74 Cal.App.3d 648, 654 [ 141 Cal.Rptr. 604 ]; see also Boal v. Price Waterhouse & Co. (1985) 165 Cal.App.3d 806, 808-810 [ 212 Cal.Rptr. 42 ]; Simmons v. Prudential Ins.
At page 808 cited at this page1 citing case
  • Winston v. Superior Court, 196 Cal. App. 3d 600 (Cal. Ct. App. 1987).published 2 cites
    (Byram v. Superior Court (1977) 74 Cal.App.3d 648, 654 [ 141 Cal.Rptr. 604 ]; see also Boal v. Price Waterhouse & Co. (1985) 165 Cal.App.3d 806, 808-810 [ 212 Cal.Rptr. 42 ]; Simmons v. Prudential Ins.
OWEN BOAL, Plaintiff and Appellant,
v.
PRICE WATERHOUSE & CO., Defendant and Respondent
B006866.
California Court of Appeal, 2nd District.
Mar 18, 1985.
Published opinion
165 Cal. App. 3d 806
1985 Cal. App. LEXIS 1771
OWEN BOAL, Plaintiff and Appellant, v. PRICE WATERHOUSE & CO., Defendant and Respondent.
Kingsley.
Cited by 15 opinions  |  Published

Opinion

KINGSLEY, Acting P. J.

Plaintiff appeals from a judgment adverse to him in an action to recover alleged retirement benefits. We reverse.

Plaintiff had been a long term employee and, from July 1, 1957, until his resignation on June 30, 1969, a partner in defendant firm. At that date he was 53 years of age. The formal retirement plan of defendant provided retirement benefits for partners who had been in that status for 15 years and had attained the age of 60. The plan also provided that the firm’s executive committee could approve benefits at an earlier time. Plaintiff’s contention in this lawsuit was that the firm had, in fact, an established custom of approving earlier retirements with retirement rights to be effective on the retiring partner reaching the age of 60. The trial court found that there was no such custom and that, even if there were, plaintiff had not relied on it when he took early retirement.

I

Plaintiff here contends that he was improperly denied a jury trial. We agree and reverse the judgment on that ground.

[*809] Early in the pretrial stages plaintiff had properly given notice that he desired a trial by jury. However, when a second trial settlement conference was necessitated by a continuance sought by defendant, an attorney in the office of plaintiff’s counsel, new to the case, was assigned to attend that conference. Through his ignorance of prior events, that new attorney mistakenly marked a form showing jury waiver. Counsel for defendant noticed that entry but did not call to the attention of the new attorney that a jury had theretofore always been demanded. When the attorneys actually assigned to that case discovered the error they promptly moved to be relieved of that waiver. The motion was denied. [1]

(1) Plaintiff contends that defendant is estopped from objecting to reinstating the jury demand because its attorney at the conference, knowing of the prior series of demands for a jury trial, and seeing the new attorney make the waiver entry, was under a duty to call the change to the attention of the new attorney.

We know of no enforceable duty to act courteously and call the attention of opposing counsel to an obvious tactical error benefiting the case of the silent attorney. That contention we must reject.

(2) However, it is well settled that, in light of the public policy favoring trial by jury, a motion to be relieved of a jury waiver should be granted unless, and except, where granting such a motion would work serious hardship to the objecting party. Here defense counsel urged on the trial court, and urges here, that such prejudice would occur. We reject that argument.

The alleged prejudice here relied on is (a) that defendant would then be required to draft jury instructions to be filed at the opening of trial. That new trial date was to be á month later. We cannot believe that, in a case already subjected to discovery proceedings and other long delays in preparation, no one in the large firm representing defendant could have prepared appropriate instructions in much less than a month; and (b) the second prejudice urged was that an important witness for the defense was an elderly retired partner living in Connecticut, in poor health, and unable to travel. The remarkable argument here made to us is that, in a nonjury trial, defendant would feel safe to rely on a deposition, but that in a jury trial live testimony would be required. Nothing is said to indicate that the same problem had not been present when a jury demand was still effective, or that defendant’s tactical dilemma had worsened during the short time the mistaken waiver was in force.

[*810] In short, the claim of prejudice borders on being frivolous and cannot support the denial of the motion. Since improper denial of jury trial is per se prejudicial, the judgment must be, .and is, reversed.

n

As required by section 43 of the Code of Civil Procedure, we discuss one other matter that may arise on a retrial.

Prior to trial, plaintiff served on a Los Angeles partner in defendant firm a subpoena duces tecum calling for the production of all records pertaining to the retirement of 13 specified former partners. At the commencement of trial, defendant moved to quash that subpoena; the motion was granted. That order was in error.

In support of the order quashing the subpoena, defendant makes four contentions, none of which have merit.

(1) It is contended that the issuance of a subpoena duces tecum on the eve of trial, violates California Rules of Court, rule 222, which is alleged to require subpoenaing such documents during pretrial discovery. The contention is without merit. Former rule 222 prohibited “discovery” within 30 days of trial; it did not prohibit subpoenaing documents earlier discovered. Here, as the record shows, plaintiff needed no “discovery.” He sought to have, for introduction in evidence, documents the existence of which, and the general nature of which, he already knew. That subpoena did not involve “discovery,” which plaintiff had already made, but merely the availability of evidence he already knew existed.

(2) Secondly, it is contended that the documents, if produced, would not be relevant to plaintiff’s case. The affidavit for the subpoena set forth facts showing relevancy under plaintiff’s theory of his case. The issue of relevancy was for the trial court, at trial, with the documents before it and with other evidence bearing on relevancy. That issue, on this record, was not material to the obedience to the subpoena. (People v. Rizer (1956) 47 Cal.2d 566 at p. 587 [305 P.2d 1].)

(3) Defendant contends that the subpoena was never properly served, since the “custodian of records” for defendant national corporation is in New York and service was only on a Los Angeles partner, not the firm’s designated “custodian.” The contention is ridiculous. Truly, if a subpoena is served on a nonparty, and requires the personal appearance of a custodian not resident in California, other means must be resorted to secure the documents; but where the documents sought are in the presence[*811] of a party, over whom the trial court has personal jurisdiction, that party may be required, by a service on it in California, to produce the documents wherever situated.

(4) Finally, defendant objects to the subpoena on the ground that compliance with it would be “burdensome.” That contention is so obviously without merit that no answer to it is necessary.

For the reasons set forth in rubric I the judgment is reversed.

McClosky, J., and Arguelles, J., concurred.

A petition for a rehearing was denied April 17, 1985, and the opinion was modified to read as printed above. Respondent’s petition for review by the Supreme Court was denied June 6, 1985.

1

The motion was filed in the master calendar department some 33 days prior to the trial date, and was denied in that department 18 days before trial commenced. The motion was not renewed in the trial court of Judge Kelts, who proceeded to hear the case as a nonjury matter.