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Torts
Professional Malpractice
Accounting

Arlich v. Wolff, et al.

Published: Jun. 27, 1998 | Result Date: Mar. 10, 1998 | Filing Date: Jan. 1, 1900 |

Case number: YC021996 Verdict –  $86,401

Judge

Bert Glennon Jr.

Court

L.A. Superior Torrance


Attorneys

Plaintiff

Scott Lee Shabel


Defendant

Ronald P. Shifman


Experts

Plaintiff

Charles A. Collier
(technical)

Defendant

Stanley Arenberg
(technical)

Facts

Plaintiff Arlich, was trustee of a trust established for the benefit of the wife and daughter of his friend, Dirk Boots. Boots died in 1989. His accountants, defendants Jerry Wolff and Segal, Chadroff & Wolff, prepared and filed the Dirk Boots Estate Federal Estate Tax Return and Fiduciary Income Tax Returns, resulting in overpaid taxes. The plaintiff brought this action against the defendants based on professional negligence to recover the overpaid taxes.

Settlement Discussions

The plaintiff made a C.C.P. º998 settlement demand for $74,999. The defendant made a C.C.P. º998 offer of compromise for $15,000.

Damages

The plaintiff claimed to suffer damages in the amount of $100,000 in overpaid taxes, plus prejudgment interest.

Other Information

The verdict was reached approximately three years and three months after the case was filed.

Deliberation

two days

Poll

11-1 (liability), 10-2 (damages)

Length

six days


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