Friday, February 09, 2024

Lietz v. Lietz (Cal. Ct. App. - Feb. 8, 2024)

If you litigate long enough, you'll eventually have some issues with an expert. Maybe tiny ones, maybe big ones.

Just be glad you're not the lawyer in this case.

It's a divorce action, and the big fight seems to be about the value of the marital home. Wife says it's worth $1.1 million, whereas Husband says it's worth $1.02 million. At trial, they both get experts to testify to their respective positions. (Why you can't just settle at $1.06 million or so is beyond me, as opposed to going to trial over the $40,000 difference, but that's a different issue, and I don't do family law, so the unique dynamics of that field may perhaps explain the decision here.)

Wife's appraiser, Kristina L. Burke, prepares an appraisal report on November 16, 2021, and the parties exchange reports two days later, on November 18, 2021. The trial is the next day, on November 19, 2021. (Aren't you jealous of family law cases getting to trial so quickly after expert reports are due?)

At trial, Wife's expert, Ms. Burke, doesn't actually show up. Instead, she testifies . . . on the phone. 

From her car.

Without access to her appraisal (or the opposing expert's appraisal) or other documents in the case.

The trial judge was not impressed, to say the least:

"During cross-examination, Andreas’s counsel moved to exclude or strike Burke’s testimony and appraisal report “due to lack of preparation and lack of ability to testify in this matter.” In response, the court stated, “Essentially, you’re doing it from a phone in a car, and you can’t use your phone to look at documents and appear in a hearing.” The court declared that Burke’s manner of testifying created a problem in an evidentiary hearing. The court continued the trial to November 22, with the admonition, “Ms. Burke, I’m hoping that you will be in a different situation, not on a phone.”"

Ultimately, Wife loses, as the trial court found Husband's appraiser "to be more credible and found the home to be valued at $1,020,000."

Wife appeals, and loses in the Court of Appeal as well.

Litigation tip of the day: Don't have your expert testify at trial from her car.