Greely v. Greely

CourtCalifornia Court of Appeal
DecidedMay 20, 2026
DocketD085527
StatusPublished

This text of Greely v. Greely (Greely v. Greely) 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
Greely v. Greely, (Cal. Ct. App. 2026).

Opinion

Filed 5/20/26 CERTIFIED FOR PUBLICATION

COURT OF APPEAL, FOURTH APPELLATE DISTRICT

DIVISION ONE

STATE OF CALIFORNIA

PATRICIA L. GREELY, D085527

Plaintiff and Respondent,

v. (Super. Ct. No. 18FL012874N)

ALBERT Z. GREELY,

Defendant and Respondent;

JENNY YING LIN LU,

Defendant and Appellant.

APPEAL from a judgment of the Superior Court of San Diego County, Renee Stackhouse, Judge. Reversed and remanded with directions. SAC Attorneys, James Cai, Brian A. Barnhorst and Dennis Chin for Defendant and Appellant. Grant, Kessler & Zunshine and Phillip A. Zunshine for Plaintiff and Respondent Patricia Greely. No appearance by Defendant and Respondent Albert Greely.

OVERVIEW Jenny Ying Lin Lu married Albert Z. Greeley when he was not yet divorced from his first wife, Patricia L. Greeley. When his divorce became final, Albert was ordered to pay Patricia $1.4 million consisting of an equalization payment and spousal support arrears. Albert failed to pay. To enforce the judgment, Patricia obtained a writ of execution and levied on Albert’s bank accounts at two financial institutions pursuant to Code of Civil

Procedure1 section 700.140 of the Enforcement of Judgments Law (EJL) (§ 680.010 et seq.). In an affidavit supporting the notices of levy, Patricia claimed Jenny was Albert’s spouse. Generally, “a deposit account . . . standing in the name of a person other than the judgment debtor, either alone or together with third persons, is not subject to levy . . . unless the legal process served on the third party includes a court order authorizing the levy.” (§ 700.160, subd. (a).) But as one important exception to this rule, the EJL allows accounts held in the name of the “judgment debtor’s spouse . . . whether alone or together with other persons” to be levied upon without a court order if “an affidavit is delivered to the financial institution at the time of levy showing that person is the judgment debtor’s spouse.” (§ 700.160, subd. (b)(2).) Because of this exception, based solely on Patricia’s affidavit that Jenny was Albert’s spouse, more than $380,000 was automatically swept into the levy proceedings by operation of law from savings and retirement accounts that were held in Jenny’s name alone or with her son, and not together with Albert. Jenny’s bigamous marriage to Albert was of course “illegal and void.” (Fam. Code, § 2201, subd. (a).) She quickly had it annulled. It is settled California law that “a void marriage is invalid for all purposes from the moment of its inception, whether or not it has been so declared in a court of

1 Undesignated statutory references are to the Code of Civil Procedure.

2 law, and its invalidity may be shown collaterally in any proceeding in which the fact of marriage may be material.” (In re Marriage of Seaton (2011) 200 Cal.App.4th 800, 806 (Seaton), italics added.) Jenny accordingly challenged the levies on her savings and retirement accounts in the trial court by filing a postjudgment motion asserting that no valid marriage ever existed between her and Albert and thus, absent a court order, Patricia had no statutory basis under the EJL to levy on accounts she did not hold jointly with him. The trial court disagreed and ruled, “The [c]ourt does not find that the annulment of the marriage undermines the basis for the lev[ies] or invalidates [them].” The EJL does not set forth a statutory procedure for deposit account holders to move to quash a notice of levy or challenge the affidavit of spousal relationship that supports it. We conclude the trial court correctly entertained Jenny’s challenge to the notices of levy on her separate accounts and the supporting affidavit under section 187 and its inherent powers. But the court erred when it allowed the levies to stand in the face of a judgment annulling Jenny and Albert’s marriage on grounds of bigamy. The effect of our holding is twofold. First, Patricia must return the money she obtained from the invalid levies on Jenny’s accounts. Second, if Patricia still seeks to levy on Jenny’s accounts, she must treat her as the third party she is and first obtain a court order directing that monies in the accounts are properly subject to levy for payment of Albert’s debt. We do not address Patricia’s premature contentions that the funds in Jenny’s accounts are co-mingled quasi-marital property, that they were fraudulently conveyed to her by Albert, or that they are subject to levy based on equitable considerations. Patricia must seek a court order resolving one of these

3 contentions in her favor (or establishing another basis for a valid levy) before

she seizes funds in Jenny’s separately held accounts to pay Albert’s debt.2 PROCEDURAL AND FACTUAL BACKGROUND I. Albert’s Marriages Albert and Patricia married in 1981. Patricia filed for divorce in 2018 in San Diego Superior Court. The divorce became final on May 18, 2023, when the court entered a judgment of dissolution terminating their marital status. Under the judgment of dissolution, Albert was ordered to pay Patricia $6,000 in monthly spousal support, $762,922.83 in support arrears, and a $652,984 equalization payment. Meanwhile, Albert and Jenny married in July 2020. At the time, Jenny believed Albert was divorced. But she later discovered he was still married to Patricia.

2 The Legislative Committee Comment to section 700.160 explains that “[a] court order permitting a levy . . . may be obtained in a number of ways, depending on the facts of the case and the preference of the judgment creditor. The procedure for examining a third person . . . should be appropriate in most cases. This procedure provides for a summary determination of any adverse claim made by the third person. . . . The judgment creditor may also choose to proceed by way of a creditor’s suit. . . . If the presence of the judgment debtor’s money in a deposit account . . . involves a fraudulent conveyance, the judgment creditor may wish to proceed under the Uniform Fraudulent Conveyance Act. . . . In an appropriate case involving a partnership, a charging order may be necessary. . . . Other remedies may be available in appropriate circumstances.”

4 II. Patricia’s Levies On December 20, 2023, when Albert failed to make payments to Patricia as ordered, Patricia obtained a writ of execution to enforce the

judgment.3 After delivering the writ of execution to the San Diego County Sheriff’s Office (the Sheriff), Patricia arranged for a levying officer to serve two financial institutions, Citibank and Fidelity Investments (Fidelity), with notices of levy on Albert’s deposit accounts. The Sheriff served the notices on May 10, 2024. They were served pursuant to section 700.160, subdivision (b)(2), which automatically extends a deposit account levy to accounts standing in the name of the judgment debtor’s spouse when a notice of levy is supported with an affidavit demonstrating the person is, in fact, the

debtor’s spouse.4 As a result, Citibank froze $322,823 and Fidelity froze $60,726 in nine accounts that were held by Jenny individually, in her name

3 The copy of the writ of execution in our record is of poor quality. As best we can discern, Patricia stated the judgment amount was $652,984.42 and the total amount due from Albert was approximately $579,000, which reflected a credit of $102,000 to Albert (Patricia collected that amount from one of Albert’s 401k accounts) and accrued interest.

4 Patricia’s May 18, 2023 judgment of dissolution, which was prepared by Patricia’s attorney, specifically referenced Albert’s bigamous marriage as support for the spousal support award in her favor. This suggests Patricia may have had actual or constructive knowledge that Jenny’s marriage to Albert was bigamous and hence void when she caused the notices of levy to be served.

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Greely v. Greely, Counsel Stack Legal Research, https://law.counselstack.com/opinion/greely-v-greely-calctapp-2026.