Samara v. Matar
234 Cal. Rptr. 3d 446
| Cal. | 2018Background
- Samara sued two dentists (Nahigian and Matar) for professional negligence, alleging Matar was vicariously liable for Nahigian’s conduct.
- Trial court entered summary judgment for Nahigian on two independent grounds: statute of limitations (timeliness) and lack of causation.
- On appeal, Samara conceded timeliness but asked the Court of Appeal to reverse the no-causation ruling; the Court of Appeal affirmed on the timeliness ground and expressly declined to reach the causation issue.
- After remittitur, Matar moved for summary judgment asserting the trial court’s unreviewed no-causation ruling precluded Samara’s claim against him; the trial court granted summary judgment for Matar on that basis.
- The Court of Appeal reversed, holding preclusion did not apply; the Supreme Court granted review to address the continuing viability of People v. Skidmore.
- The Supreme Court overruled Skidmore and held that an unreviewed trial-court ground (one relied on below but not embraced by the appellate court) should not be treated as having preclusive effect in later litigation.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Skidmore remains good law and whether an unreviewed trial-court ground can have preclusive effect | Skamara: appellate omission of an alternative ground means it should not bind future litigation; unreviewed grounds lack finality | Matar: Skidmore permits treating a trial-court determination as preclusive even if appellate affirmance rests on another ground; trial-court judgments are presumptively correct | The Court overruled People v. Skidmore and held that a trial-court determination relied on below but not addressed by the appellate court should not have preclusive effect in later cases |
| Whether claim or issue preclusion barred Samara’s claim against Matar given the earlier judgment for Nahigian | Samara: preclusion inapplicable because the causation ruling was not reviewed and the affirmed judgment rested on timeliness, not merits | Matar: prior judgment should preclude relitigation of causation and bar vicarious liability | The Court held neither claim nor issue preclusion applied; the causation issue was not necessarily decided for preclusion and the timeliness affirmance did not constitute a final judgment on the merits for claim preclusion |
Key Cases Cited
- People v. Skidmore, 27 Cal. 287 (Cal. 1865) (historical authority treating an affirmed judgment as preclusive regardless of the appellate ground)
- Mycogen Corp. v. Monsanto Co., 28 Cal.4th 888 (Cal. 2002) (distinguishing claim and issue preclusion and describing primary-right theory)
- DKN Holdings v. Faerber, 61 Cal.4th 813 (Cal. 2015) (explaining the elements of issue and claim preclusion)
- Lucido v. Superior Court, 51 Cal.3d 335 (Cal. 1990) (discussion of preclusion terminology and scope)
- Vandenberg v. Superior Court, 21 Cal.4th 815 (Cal. 1999) (considerations on preclusion and reviewability, including limits for arbitration)
- Denham v. Superior Court, 2 Cal.3d 557 (Cal. 1970) (presumption of correctness of trial-court judgments on appeal)
- Agarwal v. Johnson, 25 Cal.3d 932 (Cal. 1979) (appellate process and finality; unsatisfied trial judgments lack preclusive effect)
