Continental East Fund v. Crockett CA4/1

CourtCalifornia Court of Appeal
DecidedJune 21, 2016
DocketD069652
StatusUnpublished

This text of Continental East Fund v. Crockett CA4/1 (Continental East Fund v. Crockett CA4/1) 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
Continental East Fund v. Crockett CA4/1, (Cal. Ct. App. 2016).

Opinion

Filed 6/21/16 Continental East Fund v. Crockett CA4/1 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

COURT OF APPEAL, FOURTH APPELLATE DISTRICT

DIVISION ONE

STATE OF CALIFORNIA

CONTINENTAL EAST FUND IV, LLC, D069652

Plaintiff and Respondent,

v. (Super. Ct. No. RIC527384)

DONALD RAY CROCKETT,

Defendant and Respondent, ___________________________________

BANK OF AMERICA, N.A. et al.,

Interveners and Appellants.

APPEAL from an order of the Superior Court of Riverside County, Sunshine S.

Sykes, Judge. Reversed and vacated with directions.

McGuire Woods, Leslie M. Werlin, and Blake S. Olson for Interveners and

Appellants.

Floratos, Loll & Devine, William A. Floratos, and John M. Devine for Plaintiff

and Respondent.

No appearance for Defendant and Respondent. Plaintiff Continental East Fund IV, LLC (Continental) obtained a judgment

against defendant Donald Ray Crockett and a codefendant in the amount of

$4,157,480.90. In proceedings to enforce the judgment, the trial court issued a "turnover

order" requiring Merrill Lynch, Pierce, Fenner, and Smith, Inc. (Merrill Lynch) to

transfer to Continental's counsel all of the funds (approximately $3,900,000) held in a

Merrill Lynch account that the court found Crockett owned. Bank of America, N.A.

(Bank of America) claims it holds a perfected first priority security interest in

approximately $3,087,000 of the funds in the account under a loan agreement.

Bank of America and Merrill Lynch (collectively appellants) appeal the turnover

order, contending (1) the turnover order is appealable; (2) they both have standing to

appeal the turnover order; (3) Bank of America was not provided adequate due process

before it was deprived of its security interest in the subject account; (4) the trial court

exceeded its jurisdiction under California's Enforcement of Judgments Law (Code Civ.

Proc., § 680.010 et seq.1) (EJL) by issuing the turnover order without determining

Crockett's interest in or ownership of the funds in the account; (5) the court exceeded its

jurisdiction by issuing the turnover order without complying with Corporations Code

section 15907.03, which governs transfer of a judgment debtor's interest in partnership

property to a judgment creditor. We agree that Bank of America was not provided

adequate due process and, accordingly, reverse and vacate the turnover order.

1 All further statutory references are to the Code of Civil Procedure unless otherwise specified.

2 FACTUAL AND PROCEDURAL BACKGROUND

In June 2012 Continental obtained a superior court judgment against Crockett and

David Wakefield awarding Continental $4,157,480.90. In April 2015, Continental

obtained an order requiring Merrill Lynch to appear for a third person examination under

section 708.120 regarding property of the judgment debtor in Merrill Lynch's possession

or control. On May 7, 2015, the court granted Continental's ex parte application for a

temporary restraining order (TRO) preventing Crockett and Merrill Lynch from

transferring or encumbering assets held in Merrill Lynch accounts ending in 2446 and

73592 under the name of Crockett 39 Family Partners, Ltd.

On May 8, 2015, after Merrill Lynch underwent the third person examination, the

court issued an order stating: "It is requested that MERRILL LYNCH . . . immediately

deliver to the Judgment Creditor cash assets held in #[] . . . 7359 . . . , which will be

applied toward satisfaction of the Judgment . . . entered on June 14, 2012 along with all

interest accrued therein." The court set a hearing on "the matter of turnover" for May 14,

2015 and set a deadline for any party opposed to the turnover to file opposition and for

Continental to file "responsive pleadings." The order further provided the restraining

order issued on May 7 would remain in effect until the conclusion of the hearing.

Crockett filed opposition to the turnover order and the court ultimately held the

hearing on the turnover matter on May 29, 2015. On June 4, 2015, the court filed an

2 Because there were no funds in the account ending in 2446, the only account at issue in this appeal is the one ending in 7359. Subsequent references to "the account" or the "Merrill Lynch account" are to the account ending in 7359.

3 order for delivery of property. The court ordered that all the assets in the Merrill Lynch

account "shall be forthwith liquidated and all net proceeds therefrom shall be

immediately turned over to [Continental's] counsel by wire transfer, as per instructions

supplied by [Continental]." The court further ordered that Merrill Lynch provide an

accounting to the parties and that its "previous order freezing these assets shall remain in

full force and effect until the turn over is complete." The court gave notice "that failure

to comply with this order may subject Merrill Lynch to arrest and punishment for

Contempt of Court."

By letter dated June 17, 2015, Merrill Lynch's counsel, who also represents Bank

of America in this case, provided Crockett's counsel and Continental's counsel the court-

ordered accounting. The letter stated the Merrill Lynch account was "pledged in its

entirety as collateral to [Bank of America] on a loan made by [Bank of America] to

another entity that is not subject to the [court's June 4] Order. . . . [Bank of America],

through a security instrument, holds a first priority lien on the assets, perfected by

control, in account ending in *7359 to secure the loan." The loan amount secured by the

account was $3,086,560.46, excluding accruing interest. The letter stated Merrill Lynch

was in the process of liquidating the assets in the account, which were "comprised of

municipal bonds, mutual funds, cash equivalents, and an alternative investment. The

market value [of the account] as of the close of business on June 16, 2015 was

$3,967,156.19. The net equity amount after the loan is paid off [would] be approximately

$880,595.00 as of the close of business on June 16, 2015." The letter stated that the

process of liquidating the assets in the account pursuant to the court's order would

4 involve Bank of America's giving the loan parties a notice of demand and instructing

Merrill Lynch to apply the proceeds of the account to repay the loan. Upon liquidation of

the account and repayment in full to Bank of America of the loan amount, Merrill Lynch

would "wire transfer the net proceeds to counsel for Continental . . . ."

The day after receiving the June 17, 2015 letter from Merrill Lynch's counsel,

Continental filed an ex parte application for a TRO preventing Merrill Lynch from

disbursing any of the assets in the account "to any person or entity except as specifically

provided in the Court's Order . . . filed on June 4, 2015." Specifically, Continental sought

to restrain Merrill Lynch from disbursing any money or assets from the account to Bank

of America for repayment of its loan. Continental's ex parte application included a copy

of the June 17, 2015 letter from Merrill Lynch's counsel.

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Continental East Fund v. Crockett CA4/1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/continental-east-fund-v-crockett-ca41-calctapp-2016.