Aleci v. McMillan CA2/1

California Court of Appeal·Decided August 4, 2026·No. B325724·Unpublished

Opinion

Filed 8/4/26 Aleci v. McMillan CA2/1 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS

California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

SECOND APPELLATE DISTRICT

DIVISION ONE

LINDA ALECI et al., B325724

Plaintiffs and Respondents, (Los Angeles County Super. Ct. No. 18STPB08364)

v.

DENISE MCMILLAN,

Defendant and Appellant.

APPEAL from an order of the Superior Court of Los Angeles County, Aviva K. Bobb, Referee. (Pursuant to Code Civ. Proc., § 638.) Affirmed.

The Law Offices of John A. Schlaff and John A. Schlaff for Defendant and Appellant.

Lagerloff, Jamie N. Gonzalez, and Kevin W. Yang for Plaintiffs and Respondents.

Appellant Denise McMillan is the sister of respondents Linda Aleci and Robert Klinger.1 The three siblings are co- trustees of the Klinger Family Trust, established by their parents. In the proceedings below, a court-appointed referee ordered that: (1) the Trust reimburse Rob $16,241.28 for personal funds he expended on behalf of the Trust; (2) the Trust pay $2,206.62 to Clear Home Solutions (CHS) for services CHS performed for the Trust; and (3) Denise pay Linda and Rob $15,000 for attorneys’ fees for fees they incurred bringing a motion requesting the first two orders.

On appeal, Denise does not argue the referee erred by finding that Rob incurred expenses on behalf of the Trust, that CHS performed uncompensated services for the Trust, or that Linda and Rob incurred attorneys’ fees litigating against Denise. Instead, she contends the referee erred in ordering the Trust or her to pay anyone, because all the payees were guilty of “unclean hands,” and because the payments contravened the parties’ settlement agreement. We affirm.

FACTUAL AND PROCEDURAL BACKGROUND

A. The Settlement Agreement In September 2018, Linda and Rob filed a petition for instructions, alleging that, despite their best efforts, Denise was hindering the administration of their deceased parents’ trust, of which all three siblings were co-trustees and beneficiaries. Respondents asked the court to order the three to begin the process of settling the Trust’s affairs. In February 2019,

1 Because the parties refer to themselves as Denise, Linda,

and Rob, we follow suit.

respondents amended the petition and, in April 2019, filed a supplement to the amended petition, asking the court to remove Denise as a co-trustee due to malfeasance. Denise opposed the request. In October 2019, Denise filed her own petition, requesting the court remove Linda and Rob as co-trustees and order them to provide an accounting.

On June 17, 2021, the parties entered into a Settlement Agreement and Release. As relevant to this appeal:

Paragraph 5 of the agreement provided that “Rob shall receive reimbursement from the Trust for Trust expenditures that he personally paid out of pocket on behalf of the Trust in the amount of $60,931. Rob shall be reimbursed for these expenses prior to the distributions of any sums of Trust residue to any Party. No other Party shall be entitled to reimbursement of any amounts.” Paragraph 6 of the agreement provided that Rob would “receive trustee fees in the amount of $70,500 to be paid by the Trust. Rob shall receive these trustee fees prior to the distributions of any sums of Trust residue to any Party. No other Party shall receive any trustee fees.”

Paragraph 8 of the agreement provided that “[t]he Parties shall keep a reserve of $10,000 to be used for Trust accounting fees (but not to pay taxes) and any other remaining Trust administration expenses.”

Paragraph 9 of the agreement provided that “[t]he Parties agree to work cooperatively to instruct Logix Credit Union, LPL Investments, and Bank of America to unfreeze all Trust accounts such that the sums described in this Agreement can be paid and the distributions can be made.”

Paragraph 10 of the agreement provided that, after real property owned by the Trust (the “Burbank Residence”) was sold

and various fees and reimbursements paid, the trust assets would be distributed equally among Denise, Linda, and Rob.

Paragraph 17 of the agreement provided that any disputes regarding the interpretation or enforcement of the agreement would be submitted to the Honorable Aviva K. Bobb (ret.) for mediation.

Paragraph 21 of the agreement provided: “In the case of any dispute relating to the terms of this Agreement or its enforcement, the prevailing party shall be reimbursed by the losing party for its reasonable attorneys’ fees and costs.”

B. The Addendum On November 29, 2021, the parties entered into an Addendum to Settlement Agreement and Release. Paragraph 2 of the Addendum provided that “Clear Home Solutions” would engage in a “clean out process” for the Burbank Residence, as well as “pack up the items to be distributed to the beneficiaries,” if any beneficiary asked it to.

Paragraph 5 of the Addendum modified paragraph 9 of the Settlement Agreement (providing the parties would cooperate to unfreeze the Trust’s bank accounts to make payments and distributions) to add “[u]pon written authorization of the Parties’ counsel, any one or more of the Co-Trustees shall be authorized to issue checks to pay Trust administration expenses. Each Co- Trustee shall confer with the other Co-Trustees prior to issuing any such check, either directly or through counsel.”

Paragraph 6 of the Addendum deleted paragraph 17 of the Settlement Agreement (agreeing to submit disputes to Judge Bobb for mediation) and instead provided that the parties would stipulate to appoint Judge Bobb as a referee pursuant to Code of

Civil Procedure section 638 to resolve any disputes arising out of the Agreement and Addendum.

C. The Parties Request Appointment of a Referee On the same day the parties signed the Addendum, they also stipulated to the appointment of Judge Bobb to serve as referee to determine “All disputes arising from the June 17, 2021 Settlement Agreement and Release and the November 29, 2021 Addendum to Settlement Agreement and Release.” The parties expressly agreed Judge Bobb could “Determine any and all disputes arising out of the Agreement and Addendum (the ‘Disputes’)”; “Issue binding orders determining the resolution of any and all Disputes”; “Determine if it is appropriate to designate a prevailing party(ies) relating to each of the Disputes and if a sanction is appropriate to be awarded to the prevailing party(ies)”; and “Issue binding orders determining the prevailing party(ies) relating to each of the Disputes and awarding a sanction.” In January 2022, the court appointed Judge Bobb to serve as referee.

D. Respondents Move to Enforce the Settlement

1. The Dispute In March 2022, Denise’s attorney e-mailed respondents’

attorney a proposed stipulation authorizing the Trust’s bank to pay $4,623.82 to CHS and $1,409.80 to Denise, for “what she advanced to the jewelry appraiser.”2 In subsequent e-mails

2 Paragraph 3 of the Settlement Agreement provided that

“Linda shall be responsible for obtaining appraisals by a licensed appraiser for all jewelry (21 items) previously located at the (Fn. is continued on the next page.)

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