Barney v. Girn CA4/3

CourtCalifornia Court of Appeal
DecidedFebruary 9, 2026
DocketG064412
StatusUnpublished

This text of Barney v. Girn CA4/3 (Barney v. Girn CA4/3) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barney v. Girn CA4/3, (Cal. Ct. App. 2026).

Opinion

Filed 2/9/26 Barney v. Girn CA4/3

NOT TO BE PUBLISHED IN OFFICIAL REPORTS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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.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

FOURTH APPELLATE DISTRICT

DIVISION THREE

CARL BARNEY, as Trustee, etc., et al., G064412 Plaintiffs and Respondents, (Super. Ct. No. 30-2018- v. 01006531)

RAMANDEEP GIRN et al., OPINION

Defendants and Appellants.

Appeal from a judgment of the Superior Court of Orange County, Erick L. Larsh, Judge. Reversed and remanded. Holmes, Athey, Cown & Mermelstein, Mark Mermelstein and Joel M. Athey for Defendants and Appellants. Jackson Lewis, James P. Carter, Jonathan P. Schmidt, Kelli M. Dreger and Dylan B. Carp for Plaintiffs and Respondents.

* * * This lawsuit involves shareholders and former officers of LePort Educational Institute, Inc. (LEI), which previously operated Montessori schools across the country. The primary participant on one side is Carl Barney as an individual and as trustee of the Carl Barney Living Trust (collectively, Barney). Barney is LEI’s largest secured creditor and is also a shareholder. The main litigants on the other side are Dr. Peter LePort (Dr. LePort), who is LEI’s founder and current chairperson and chief executive officer (CEO), and Ramandeep (known as Ray) and Rebecca Girn, who are LEI shareholders and former officers.1 Barney obtained an assignment (the assignment) purportedly approved by LEI’s board of directors (the board), which assigned to him LEI’s claims against various parties. Under the assignment, Barney alleged claims on LEI’s behalf against Dr. LePort, the Girns, and other LEI shareholders and former officers (the defendants). The Girns cross-complained against Barney and LEI. This led to a struggle between Barney and Dr. LePort—who was allegedly working with the Girns—to control LEI’s defense of these cross- claims. Barney claimed authority to control LEI’s defense under the assignment, while Dr. LePort claimed authority as LEI’s chairperson and CEO. Barney and Dr. LePort each hired different attorneys to represent LEI, and these attorneys began interfering with each other’s filings. Barney moved for a preliminary injunction to prevent Dr. LePort, the Girns, and others from interfering with any filings he made on LEI’s behalf (the preliminary injunction motion). The Girns opposed the motion. After briefing had finished, Louis Shoch, the attorney Dr. LePort had hired to represent LEI, filed a declaration presenting a new argument. Shoch claimed

1 We refer to Ray and Rebecca individually by their first names to

avoid confusion, and we refer to them collectively as the Girns.

2 the assignment was invalid because it had not been properly approved by the board under Corporations Code section 307, subdivision (a)(8).2 Specifically, the assignment had not been approved by a majority of the directors who had attended the meeting where it was considered. Shoch presented evidence that four directors had attended this meeting. Two of them recused themselves from voting on the assignment, while the other two directors voted in its favor. Since two is not a majority of four, Shoch argued the assignment had not been validly approved by the board under section 307, subdivision (a)(8). The trial court rejected Shoch’s untimely argument on the merits and issued a preliminary injunction in Barney’s favor (the preliminary injunction order). It found that only a majority of the directors voting—not a majority of the directors present at the meeting—was required to approve the assignment. Since the two voting directors had both voted in favor of the assignment, the court found it had been validly approved by the board. On appeal, the Girns challenge the preliminary injunction order on the same grounds as Shoch below: for the board to approve the assignment, a majority of the directors present at the relevant board meeting had to vote in favor of it. Since only two of the four directors voted for it, they contend the assignment was not properly approved by the board under section 308, subdivision (a)(8). We agree. However, since this argument was untimely raised below, the trial court was unable to address any of Barney’s counterarguments as to why the assignment remains valid. We cannot resolve these many arguments on appeal because they involve issues of fact for the trial court to resolve. Thus, we reverse the preliminary injunction order and remand the matter for further proceedings.

2 Further undesignated references are to the Corporations Code.

3 FACTS AND PROCEDURAL HISTORY I. THE PARTIES AND THE ASSIGNMENT LEI previously owned and operated several private Montessori schools in different states. It has sold all its former schools except for one. LEI was founded by defendant Dr. LePort in 2000, and he remains its chairperson and CEO. Appellants, the Girns, are LEI shareholders. Ray was previously LEI’s CEO and a member of the board. Rebecca was previously LEI’s general counsel and secretary. There are several other defendants—primarily LEI shareholders and former officers—that are not involved in this appeal. Defendant Lukas Pieter was LEI’s chief financial officer from October 2015 to December 2016. Dr. LePort’s sister and son (collectively with Dr. LePort, the LePorts) are also defendants and LEI shareholders. In August 2016, the board signed a Unanimous Written Consent (the consent agreement) to (1) enter an agreement in which respondent Barney would loan LEI $17 million and (2) amend LEI’s articles of incorporation and bylaws (the bylaws). Under the consent agreement, Barney obtained the right to appoint four out of six directors on the board.3 Barney is LEI’s largest secured creditor and is also a shareholder. In April 2018, LEI and Barney entered an agreement, in which LEI assigned Barney “all rights, interests, claims, demands, and remedies” it had or may have against the Girns and the LePorts (defined above as the assignment). The assignment allowed Barney to “prosecute the Claims in his individual name or on behalf of LEI and in its name in his sole discretion.” It

3 Barney initially sat on the board but resigned in December

2017.

4 further specified that Barney would “indemnify, defend and hold harmless LEI and its current officers, attorneys and directors, excluding [Dr. LePort],” from any lawsuits, claims, attorney’s fees, or awards.4 The assignment was purportedly approved by the board at a meeting on April 24, 2018 (the April 24, 2018 meeting). When LEI entered into the assignment, the board’s six directors were Dr. LePort, Jim Brown, Art Astorino, Lenny Esmond, Rony Miller, and Eric Juhlin. II. THE COMPLAINT AND CROSS-COMPLAINT Barney filed this lawsuit in July 2018 solely against Pieter. He then filed a first amended complaint on behalf of himself and LEI, which added the LePorts as defendants. His second amended complaint added defendants the Girns and Higher Ground Education, Inc. (Higher Ground), a competitor of LEI that was allegedly owned and controlled by the Girns. Finally, in August 2021, Barney filed the operative third amended complaint (the complaint) on behalf of himself and LEI against Pieter, the LePorts, the Girns, and Higher Ground (defined above as the defendants). Since this appeal only involves the Girns, we focus on the claims against them. The complaint alleged that the Girns had unlawfully conspired to form Higher Ground while still employed by LEI and had improperly solicited LEI employees to join Higher Ground. The complaint also asserted that the Girns had misappropriated LEI’s trade secrets and proprietary

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Barney v. Girn CA4/3, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barney-v-girn-ca43-calctapp-2026.