MELINDA BIRKE, а Minor, etc., Plaintiff and Appellant, v. OAKWOOD WORLDWIDE et al., Defendants and Respondents.
No. B203093
Second Dist., Div. Seven
Jan. 12, 2009.
A petition for a rehearing was denied January 26, 2009
169 Cal. App. 4th 1540
Law Office of Michael R. Sohigian, Michael R. Sohigian and Johnny Birke for Plaintiff and Appellant Melinda Birke.
Colantuono & Levin, Michael G. Colantuono and Michael A. Morguess for American Lung Association of California as Amicus Curiae on behalf of Plaintiff and Appellant.
Kinsella Weitzman Iser Kump & Aldisert, Dale F. Kinsella, Gregory P. Korn, Jeremiah Reynolds and Amber Holley for Defendants and Respondents.
Opinion
WOODS, J.—Appellant Melinda Birke (Birke), through her father and guardian ad litem John Birke, filed suit against Oakwood Worldwide (Oakwood) alleging a nuisance cause of action arising out of the failure of Oakwood to limit secondhand smoke in the outdoor common areas of the residential apartment complex where the Birke family resided. The trial court sustained Oakwood‘s demurrer to the first amended complaint without leave to amend.
Whether or not her claims can survive a properly supported summary judgment motion, let alone prevail following a trial, this court believes Birke has pleaded a cause of action for public nuisance sufficient to withstand a demurrer. (See Perdue v. Crocker National Bank (1985) 38 Cal.3d 913, 922 [216 Cal.Rptr. 345, 702 P.2d 503] [in evaluating the sufficiency of a complaint, ” ‘the question of plaintiff‘s ability to prove [her] allegations, or the possible difficulty in making such proof does not concern the reviewing court’ “].) Accordingly, we reverse and remand for further proceedings.
FACTUAL AND PROCEDURAL BACKGROUND
Oakwood manages and operates numerous apartment complexes including the Oakwood Apartments in Woodland Hills, California, where Birke and her parents resided. Oakwood has had a long-standing policy prohibiting smoking in all indoor units and indoor common areas but permits smoking in the outdoor common areas to accommodate tenants and guests who smoke. Oakwood declined previous requests of the father John Birke to ban smoking in the outdoor common areas.
The initial complaint
On June 29, 2006, Birke, by and through her guardian ad litem, filed a complaint against Oakwood alleging a single cause of action for public
Oakwood‘s demurrer
On September 18, 2006, Oakwood demurred to the complaint for public nuisance claiming that Birke lacked standing under
Ruling on the demurrer to the initial complaint
On December 5, 2006, the court ruled that while the complaint alleged Birke suffered asthma and allergic reactions as a result of the smoke, there were insufficient facts to show why her asthma and allergic symptoms were of a different kind rather than a different degree. The court relied on Venuto v. Owens-Corning Fiberglas Corp. (1971) 22 Cal.App.3d 116 [99 Cal.Rptr. 350] which found that allergies and respiratory disorders are a matter of degree. In addition, the court ruled that while the complaint alleged Oakwood allowed smoking to take place, there were insufficient facts to show Oakwood created or assisted in the creation of the nuisance. The court sustained the demurrer with leave to amend the complaint on or before February 2, 2007.
The first amended complaint
In January 2007, Birke filed a first amended complaint and repled the claim for public nuisance. Although denominated as a claim for public nuisance, Birke also argued within the first amended complaint that the conditions constituted a “private nuisance.” Specifically, the first amended complaint stated: “Also, the nuisance conditions Defendants created, allowed, encouraged and approved constitute a private nuisance, because they substantially interfered as alleged with Melinda‘s enjoyment of land she occupied.” Furthermore, claims under the
The allegations of the first amended complaint also included statements that the California primary outdoor air regulatory agency and the highest public health officer in the United States had found secondhand smoke to be a toxin and carcinogen that increases the risk of lung cancer and heart disease at any amount of exposure, and that a growing number of California cities such as Calabasas, Santa Monica and Dublin now prohibit smoking in outdoor public areas as a public nuisance. The complaint alleged that the effect of secondhand smoke оn Birke‘s asthma, which led to three bouts of pneumonia, was a noxious, hazardous and offensive condition which would offend, annoy or disturb an ordinary reasonable person.
The complaint further alleged secondhand smoke in the outdoor common areas interfered with the rights of a substantial community of persons and caused her a different kind of injury, i.e., aggravation of asthma and allergies, than it caused the community (i.e., heightened risk of heart disease and lung cancer); and that the conditions created by Oakwood in the outdoor common areas interfered with the use and enjoyment of those areas by Birke and others. Also, it was alleged that Oakwood‘s refusal to abate the nuisance was “demоnstrably malicious and oppressive, and in frank disregard of the rights and safety of others, and warrant[ed] imposing against Defendants punitive damages, to punish and make examples of Defendants and to deter them and others from similar future acts.”
Demurrer to the first amended complaint
Oakwood demurred to the first amended complaint claiming Birke again failed to plead facts demonstrating she suffered a special injury, different in
The trial court sustained the demurrer to the first amended complaint without leave to amend
Following oral argument, the trial court sustained the demurrer to the first amended complaint without leave to amend.
First, the trial court relied on Venuto v. Owens-Corning Fiberglas Corp., supra, 22 Cal.App.3d 116, 124, and found that Birke lacked standing to assert a public nuisance claim because asthma and allergic symptoms are not of a different kind from those suffered by the general public. The trial court also noted that Birke cannot establish a claim of private nuisance, which would only exist if she had a tenancy interest.
In addition, the trial court found insufficient facts were pled to show that Oakwood created or assisted in creating the nuisance. The one incident noted by Birke that an employee of Oakwood smoked a cigarette in the pool area did not constitute a nuisance because the interference must be both substantial and unreasonable and this was not substantial. Also, there was no basis to conclude exposure to secondhand tobacco smoke was unreasonable as a matter of law, and in finding that smoking tobacco outdoors is not a nuisance, the court noted that the law has not traditionally prevented individuals from smoking in public.
Moreover, the court found that under a negligence claim there was no duty created for Oakwood to abate smoking in outdoor public areas, and finally that the ADA does not apply since the Oakwood apartments do not constitute a public accommodation within the meaning of the act. Birke voluntarily dismissed the cause of action for violation of
Birke has timely appealed the judgment in favor of Oakwood.
On appeal Birke contends (1) the trial court failed to apply appropriate standards to the first amended complaint against the demurrer by failing to presume the truth of the allegations; (2) Birke has standing to sue for public nuisance because the first amended complaint alleges special injury; (3) the trial court erred by focusing on the act of smoking rather than on the offensive condition alleged, namely exposure to secondhand smoke; (4) although duty
DISCUSSION
Standard of review
When reviewing a judgment of dismissal following a trial court ruling sustaining a demurrer without leave to amend, “[w]e accept the factual allegations of the complaint as true [citation] but review the . . . complaint de novo to determine whether the facts as pleaded state a cause of action. [Citation.]” (Medina v. Hillshore Partners (1995) 40 Cal.App.4th 477, 481 [46 Cal.Rptr.2d 871].)
“A judgment of dismissal entered after the trial court has sustained a demurrer without leave to amend will be affirmed on appeal if any of the grounds stated in the demurrer is well taken.” (E. L. White, Inc. v. City of Huntington Beach (1978) 21 Cal.3d 497, 504 [146 Cal.Rptr. 614, 579 P.2d 505], fn. omitted.)
1. Public Nuisance
“The public nuisance doctrine is aimed at the protection and redress of community interests and, at least in theory, embodies a kind of collective ideal of civil life which the courts have vindicated by equitable remedies since the beginning of the 16th century.” (People ex rel. Gallo v. Acuna (1997) 14 Cal.4th 1090, 1103 [60 Cal.Rptr.2d 277, 929 P.2d 596] (Acuna).) “To qualify, and thus be enjoinable, the interference [with collective social interests] must be both substantial and unreasonable. . . . ’ . . . It is an obvious truth that each individual in a community must put up with a certain amount of annoyance, inconvenience and interference and must take a certain amount of risk in order that all may get on together.’ ” (Id. at p. 1105.)
The Civil Code defines a public nuisance and the elements that must be pleaded by a private person suing to abate it.
Thus, to adequately plead a cause of action for public nuisance based on the presence of secondhand (or environmental) tobacco smoke in the outdoor common areas of her apartment complex,2 Birke, through her father as guardian ad litem, must allege (1) Oakwood and the various related entities that manage and operate the apartment complex in Woodland Hills in which the Birkе family resides, by acting or failing to act, created a condition that was harmful to health or obstructed the free use of the common areas of the apartment complex, so as to interfere with the comfortable enjoyment of life or property; (2) the condition affected a substantial number of people at the same time; (3) an ordinary person would be reasonably annoyed or disturbed by the condition; (4) the seriousness of the harm outweighs the social utility of Oakwood‘s conduct; (5) neither Birke nor her parents consented to the conduct; (6) Birke suffered harm that was different from the type of harm suffered by the general public; and (7) Oakwood‘s conduct was a substantial factor in causing Birke‘s harm. (See Judicial Council of Cal. Civ. Jury Instns. (2008) CACI No. 2020.)
First, as to the assertion that secondhand tobacco smoke at the Oakwood Woodland Hills apartment complex adversely affects a substantial number of people, paragraph 14 of the first amended complaint alleges the condition impacts all guests of the apartment complex whenever any of them are present at one of the three swimming pools, the common barbecue areas, the children‘s playground or the outdoor dining areas and expressly avers the presence of secondhand tobacco smoke thus “affect[s] a substantial number of people at the same time.” Although this may well constitute only а general allegation of ultimate fact, the rules of pleading, with limited exceptions not applicable here, require no more. (See Quelimane Co. v. Stewart Title Guaranty Co. (1998) 19 Cal.4th 26, 47 [77 Cal.Rptr.2d 709, 960 P.2d 513]; Lim v. The.TV Corp. Internat. (2002) 99 Cal.App.4th 684, 690 [121
Second, the trial court, relying on language from Venuto v. Owens-Corning Fiberglas Corp., supra, 22 Cal.App.3d 116 (Venuto), concluded the individual harm alleged by Birke—aggravation of her asthma and chronic allergies—is different only in degree from the harm allegedly suffered by other members of the community as a result of secondhand tobacco smoke—a substantially increased risk of developing heаrt disease and lung cancer.3 We disagree.
The plaintiffs in Venuto sued a fiberglass manufacturing company seeking an injunction and damages for a public nuisance, alleging emissions from the plant operated by the defendant contained waste matter that severely polluted the air. (Venuto, supra, 22 Cal.App.3d at p. 121.) Three of the plaintiffs also alleged, as a result of the maintenance of this public nuisance, their allergies and respiratory disorders had been aggravated. (Ibid.) However, the only allegation in the complaint as to the injury allegedly suffered by other members of the general public “is the claim that such air pollution is ‘injuring the health of the citizens of [Santa Clara] County.’ There is no allegation as to the nature of the injury to the health of the members of the public.” (Id. at p. 125.) Recognizing that the plaintiffs in their appellate briefs had suggested “the members of the public are suffering a ‘general irritation’ ” as a result of the air pollution, the court assumed it could infer the public was experiencing “a general irritation to the respiratory tract and that plaintiffs are suffering a more severe irritation to such tract.” (Ibid.)
Explaining the governing common law rule, codified in
In addition, to the extent Venuto, supra, 22 Cal.App.3d 116, can be read as precluding an action to abate a public nuisаnce by a private individual who has suffered personal injuries as a result of the challenged condition, we believe it is an incorrect statement of the law. As the Supreme Court explained more than 110 years ago in Lind v. City of San Luis Obispo (1895) 109 Cal. 340, 344 [42 P. 437] (Lind), in which the plaintiff and his neighbors were exposed to the offensive effects of a local cesspool, ” ‘[W]hen the alleged nuisance would constitute a private wrong by injuring property or health . . . for which an action might be maintained in favor of a person injured, it is none the less actionable because the wrong is committed in a manner and under circumstances which would render the guilty party liable to indictment for a common nuisance. . . . [A]n injury to private property, or to the health and comfort of an individual, is in its nature special and peculiar and does not cause a damage which can properly be said to be common or public, however numerous may be the cases of similar damage arising from the same cause.’ ” Much more recently, but to the same effect, the Restatement Second of Torts recognizes, “When the public nuisance causes personal injury to the plaintiff or physical harm to his land or chattels, the harm is normally different in kind from that suffered by other members of the public and the tort action may be maintained.” (Rest.2d Torts, § 821C, com. d, p. 96.)5
Oakwood maintains the court in Venuto held that although any interest sufficient to be dignified as a property right will support an action based on a private nuisance, “such right does not inure in favor of a licensee, lodger, or employee.” (Italics added.) Oakwood argues, “a legal tenancy right precludes minor children, who are in essence lodgers from asserting claims for private nuisance.” We do not agree that a tenant‘s minor children are lodgers. Rather, we find Birke has the right to enjoyment of the premises as a member of the tenants’ family.
In Acadia, California, Ltd. v. Herbert (1960) 54 Cal.2d 328, 337 [5 Cal.Rptr. 686, 353 P.2d 294], our Supreme Court stated: “It is settled that, regardless of whether the occupant of land has sustained physical injury, he may recover damages for the discomfort and annoyance of himself and the members of his family and for mental suffering occasioned by fear for the safety of himself and his family when such discomfort or suffering has been proximately caused by a trespass or a nuisance.” (Italics added.)
This court concludes that Birke is not merely a “lodger” and that a child living with her family in a rented apartment has standing to bring a private nuisance claim based on interference with her right to enjoy the rented premises. On this basis, as well, we conclude the first amended complaint adequately addresses the special injury requirement.
Third, the first amended complaint alleges the presence of secondhand smoke is not only “offensive,” but also “toxic, noxious, hazardous . . . in fact carcinogenic“; further alleges the secondhand smoke “often pervades” various outdoor common areas at the Oakwood complex; and also alleges Birke is “regularly exposed to this known Toxic Air Contaminant whenever she tries to еnjoy the outdoor amenities available to [Oakwood] tenants.” To be sure, Birke may not be able to prove the seriousness of the harm she has alleged or establish the harm outweighs the social utility of Oakwood‘s conduct. (See Lussier v. San Lorenzo Valley Water Dist. (1988) 206 Cal.App.3d 92, 106, fn. 10 [253 Cal.Rptr. 470] [finder of fact, not court as a matter of law,
Finally, we hold Birke‘s allegations of Oakwood‘s participation in the creation of the nuisance is sufficient to withstand a demurrer. “The fact that the defendants’ alleged misconduct consists of omission rather than affirmative actions does not preclude nuisance liability.” (Stoiber v. Honeychuck (1980) 101 Cal.App.3d 903, 920 [162 Cal.Rptr. 194]; see CACI No. 2020 [to establish claim for nuisance, the plaintiff must prove that the defendant “by acting or failing to act, created a condition that . . . was harmful to health [or other enumerated conditions]“].) Here, Birke has alleged that Oakwood, which has banned smoking at enclosed locations in the apartment complex, has encouraged and facilitated the creation of a secondhand tobacco smoke hazard in the outdoor common areas by providing ashtrays for use by tenants and guests who smoke cigarettes and cigars, by pеrmitting its own employees and agents to smoke in those areas of the complex and by refusing the requests of John Birke, Birke‘s father, that smoking in the outdoor common areas be limited or restricted. The first amended complaint additionally alleges Oakwood, through one of its authorized representatives, has admitted it made an affirmative business decision not to restrict smoking cigarettes in the outdoor common areas, at least in part to aid its effort to market the apartments to an international clientele. In our view, these allegations are sufficient to withstand a demurrer to the nuisance cause of action.
Moreover, even if the first amended complaint were construed to allеge only a failure to act, which in turn may require a finding that Oakwood has a duty to take positive action to prevent or abate the interference before an actionable nuisance can be established (see In re Firearm Cases (2005) 126 Cal.App.4th 959, 988 [24 Cal.Rptr.3d 659]; Rest.2d Torts, § 824), the demurrer should have been overruled. As the Birkes’ landlord, Oakwood plainly has a duty to maintain its premises in a reasonably safe condition. (See Alcaraz v. Vece (1997) 14 Cal.4th 1149, 1156 [60 Cal.Rptr.2d 448, 929 P.2d 1239]; Lucas v. George T. R. Murai Farms, Inc. (1993) 15 Cal.App.4th 1578, 1590 [19 Cal.Rptr.2d 436].) The question is not one of duty, but of breach. That is,
2. The ADA
Birke‘s cause of action for a violation under the ADA referred to services and accommodations provided by the thousands of units controlled by Oakwood and its affiliates. No specific facts were alleged concerning the Woodland Hills property nor what reasonable accommodations requested by Birke were refused by Oakwood.
Oakwood‘s contention that the ADA does not apply to apartments and condominiums is persuasive. Considerable federal authority is presented to this court to substantiate this principle. As stated by Oakwood, “Although the Act covers public accommodations including ‘an inn, hotel, motel, or other place of lodging,’
In conclusion, we reverse the trial court‘s order sustaining the demurrer without leave to amend as to the public nuisance cause of action, affirm the order sustaining the demurrer without leave to amend as to the purported cause of action under the ADA, and remand the matter for further proceedings in accordance with the opinion expressed herein.
DISPOSITION
The judgment is reversed and remanded. Each side to bear its own costs on appeal.
Jackson, J., concurred.
PERLUSS, P. J., Concurring and Dissenting.—I fully agree with the majority‘s analysis of Melinda Birke‘s claim for public nuisance based on the presence of secondhand (or environmental) tobacco smoke in the outdoor common areas of her apartment complex and concur in its holding the
The majority accurately states a number of federal cases have held, while transient lodging like inns, hotels and motels is covered by the ADA (
Moreover, the fact a facility such as an apartment complex itself may not fall within the ADA‘s statutory definition of “public accommodation” dоes not mean the site may not contain one or more of the enumerated public accommodations within its confines. For example, a restaurant or a retail store located on a cruise ship is still a public accommodation subject to the provisions of the ADA, even if the ship itself is not. (Stevens v. Premier Cruises, Inc. (11th Cir. 2000) 215 F.3d 1237, 1241 [“That a cruise ship may contain some of the enumerated public accommodations is not in doubt. . . . And, a public accommodation aboard a cruise ship seems no less a public accommodation just because it is located on a ship instead of upon dry land. . . . Very important, Congress made no distinctions—in defining ‘public accommodation‘—based on the physical location of the public accommodation.“].)3 Similarly, although a model home used only as an example of what
is being offered for sale is a residential property and not a “public accommodation” subject to the ADA, if a room in the model home functions as a sales office, the ADA applies at least to it. (Sapp v. MHI Partnership, Ltd. (N.D.Tex. 2002) 199 F.Supp.2d 578, 586.)
In the first amended complaint Birke has attempted to allege the ADA applies to the outdoor common areas at the Oakwood Woodland Hills apartment complex under both of these principles. First, to satisfy the broad definition of transient lodging applicable under the ADA, the complaint alleges, in part, Oakwood Worldwide offers and advertises temporary stay, resortlike facilities throughout California and the United States, offers fully furnished units without leases on a short-term basis and provides maid services in its units if requested by its “guests.” In addition, Birke alleges Oakwood Worldwide‘s apartment complexes include onsite tennis courts and tennis instruction with equipment sales shops, onsite dry cleaning services and provide activities centers and conference rooms for seminars, presentations and events hosted and attended by individuals who are not occupying any unit in the Oakwood property. Second, although perhaps not as clearly articulated, the first amended complaint contains factual allegations sufficient to support the conclusion the swimming pool and playgrоund areas at issue, used by both tenants and guests, are places of recreation within the meaning of
In response the majority holds Birke has failed to allege specific facts concerning Oakwood‘s Woodland Hills complex (rather than Oakwood Worldwide‘s properties in general) that would bring it within the ADA either as transient lodging or because the specific outdoor common areas at issue fall within one of the other definitions of a public accommodation contained in the ADA. The majority also holds the first amended complaint fails to adequately plead the nature of the reasonable accommodations requested by Birke and refused by Oakwood Worldwide.4 Although I would hold the first amended complaint in its present form sufficiently alleges a violation of the ADA, at the very least Birke should be given an opportunity to amend the
In sum, I believe the first amended complaint adequately pleads causes of action both for nuisance and for violation of the ADA. I would reverse in their entirety the trial court‘s orders sustaining the demurrer without leave to amend and dismissing the action and remand the matter for further proceedings.
A petition for a rehearing was denied January 26, 2009, and appellant‘s petition for review by the Supreme Court was denied April 15, 2009, S170716.
