Lorenzetti v. Meer CA4/3

California Court of Appeal·Decided August 31, 2026·No. G065793·Unpublished

Opinion

Filed 8/31/26 Lorenzetti v. Meer 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NOT TO BE PUBLISHED IN OFFICIAL REPORTS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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.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

ROBERT J. LORENZETTI,

Plaintiff and Appellant, G065793

v. (Super. Ct. No. 30-2015-

00814445)

RONALD L. MEER, OPINION

Defendant and Respondent.

Appeal from a postjudgment order of the Superior Court of Orange County, Julianne Sartain Bancroft, Judge. Affirmed.

FBFK Law, George L. Hampton, Stephanie A. Pittaluga and Christopher M. Kiernan for Plaintiff and Appellant.

Law Offices of Robert K. Kent and Robert K. Kent for Defendant and Respondent.

* * *

The underlying dispute in this case between plaintiff Robert J.

Lorenzetti and defendant Ronald L. Meer centers around payment for business consulting services. In 2017, Lorenzetti obtained an amended judgment for $390,609.88. Meer moved to stay enforcement against community property assets, contending that his wife’s 2014 bankruptcy discharge protected those assets. The trial court granted the motion, and Lorenzetti appeals. He argues that the discharge does not apply to judgments based on obligations that arose after the discharge.

We conclude that despite Lorenzetti’s attempts to establish otherwise, the debt at issue arose well before the bankruptcy petition or discharge. Accordingly, under the general rules that apply to community property in the context of bankruptcy, the Meers’ community property is not subject to collection. We find no error in the court’s ruling, and we therefore affirm the postjudgment order.

STATEMENT OF FACTS

A. Background Facts As of December 2008, Ronald Meer and his wife Jill1 owned and resided in a Newport Beach home. The Meers were experiencing financial difficulty and wished to sell the residence, which they listed for an asking price of $11.6 million. The residence was encumbered by three deeds of trust totaling over $10 million, all owed to the same bank. They were in arrears on all three loans.

In early December 2008, Ronald asked Lorenzetti, who had previously represented him in connection with another real estate loan, to

1 We refer to the Meers by their first names for ease of reference.

assist him in obtaining the bank’s consent for a short sale of the residence. Lorenzetti had experience dealing with banks both as an accountant and as an employee of real estate developers. Ronald asked Lorenzetti to act as a business consultant, perform necessary accounting services, assess the likelihood of obtaining the bank’s agreement, prepare documentation to support the request, and act as Ronald’s representative with the bank, broker, and escrow company. On December 4, Ronald wrote an e-mail to a bank officer introducing Lorenzetti and authorizing him to conduct negotiations on Ronald’s behalf.

On December 8, Lorenzetti and Meer met and agreed to terms for Lorenzetti’s representation. Ronald agreed to pay a fixed fee of $15,000 and a 5 percent “success fee” based on any savings.

Lorenzetti proceeded to represent Ronald. In March 2009, the residence sold for $7 million via a short sale. The bank agreed to release all the debt owed, which totaled $10,865,642, and to accept $6,568,000 through escrow.

According to Ronald, the bank did not forgive or release the Meers’ debts. Lorenzetti, therefore, was not entitled to the “‘success fee’” but only the $15,000 fixed fee, which he claimed he paid.

According to Lorenzetti, however, the short sale resulted in a savings of $4,297,642 to the Meers, and Lorenzetti and Ronald “agreed that the success fee was earned.” Ronald agreed to pay, and Lorenzetti agreed to accept, $215,000 in satisfaction of the remaining obligations owed to him. Ronald agreed in writing to pay that sum through escrow. Eventually, however, to permit escrow to close, Lorenzetti agreed to accept the “$215,000 owed to him outside of escrow.” Following the closing, Ronald did not pay any part of this sum.

B. Jill’s Bankruptcy Discharge In 2011, Jill filed for bankruptcy, primarily related to medical debts. Jill filed a list of creditors holding unsecured nonpriority claims and listed Lorenzetti’s corporation, Strategic Business Management Inc., with a claim for $25,000.2 Ronald asserts that both Lorenzetti and his corporation were sent notice of Jill’s bankruptcy filing and did not take any action in the bankruptcy proceedings. Lorenzetti does not dispute this.

On July 10, 2014, Jill received a chapter 7 discharge pursuant to 11 U.S.C. section 727. C. Lorenzetti’s 2013 Lawsuit In 2013, Lorenzetti filed his first complaint against the Meers for breach of contract, services rendered, account stated, fraud, and fraudulent conveyance. The parties reached an agreement under which Lorenzetti would dismiss this action without prejudice and refile it no less than one and no more than three years later. Lorenzetti agreed to assert only contract based claims, and the Meers agreed not to assert the statute of limitations as a defense. D. Lorenzetti’s 2015 Lawsuit In October 2015, Lorenzetti refiled his case against Ronald only, asserting the facts set forth above. He pleaded three causes of action, including breach of contract, services rendered, and account stated.

2 The fact that Jill’s listing of the amount owed was $25,000 is not

pertinent. Bankruptcy law focuses on notice to creditors and dischargeability, not the precise listing of the amount of a debt (which would have been at best unclear in 2011). (See, e.g., 11 U.S.C. § 523(a)(3) [debt is nondischargeable not listed or scheduled in time to allow the creditor to participate]; Licup v. Jefferson Avenue Temecula LLC (9th Cir. 2024) 95 F.4th 1234, 1238 [debt is “listed” if name and address of creditor is provided].) In any event, Lorenzetti has never contested the dischargeability of the debt.

Lorenzetti sought general damages of $215,000 plus interest and special damages according to proof. Ronald filed a cross-complaint alleging unfair business practices and unjust enrichment, but dismissed it several months later.

On March 15, 2017, Lorenzetti and Ronald entered into a settlement agreement. The settlement agreement stated it constituted a “full settlement and compromise of this lawsuit and release and discharge of any and all claims and causes of action . . . arising out of the events” specified in the lawsuit. Ronald agreed to pay Lorenzetti $387,000, plus interest at the rate of 4.5 percent, in return for release and discharge of all claims. The agreement set forth a schedule for payments over time, and specified that upon Ronald’s failure to make any scheduled monthly payment within the allotted grace period, Lorenzetti would be entitled to entry of judgment for the full settlement amount of $387,000, less principal payments already made. The court was to retain jurisdiction to enforce the settlement pursuant to Code of Civil Procedure section 664.6. The case was dismissed pursuant to stipulation of the parties, with jurisdiction retained to enforce the agreement, on March 3, 2017.

On August 1, 2017, Lorenzetti sought, ex parte, entry of judgment following Ronald’s failure to pay. On the same date, the court entered judgment for $386,500, which was subsequently amended to include costs of $4,109.88, for a total judgment of $390,609.88.

There was not much activity in this case for several years.

Eventually some collection activity followed, including judgment debtor discovery (see Lorenzetti v. Meer (Mar. 6, 2026, G064834) [nonpub. opn.]), and a separate lawsuit filed by Lorenzetti in 2023 that we need not detail here.

Free access — add to your briefcase to read the full text and ask questions with AI

Lorenzetti v. Meer CA4/3, (Cal. Ct. App. 2026).

Lorenzetti v. Meer CA4/3 (Lorenzetti v. Meer CA4/3) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Heilman v. Heilman (In Re Heilman)
430 B.R. 213 (Ninth Circuit, 2010)
Rooz v. Kimmel (In Re Kimmel)
378 B.R. 630 (Ninth Circuit, 2007)
Roberts v. United Healthcare Services, Inc.
2 Cal. App. 5th 132 (California Court of Appeal, 2016)
Henderson v. White (In re Henderson)
560 B.R. 365 (D. New Mexico, 2016)
In Re: Edwin Licup v. Jefferson Avenue Temecula LLC
95 F.4th 1234 (Ninth Circuit, 2024)