Rogo v. Gottlieb CA2/4

CourtCalifornia Court of Appeal
DecidedAugust 17, 2016
DocketB268295
StatusUnpublished

This text of Rogo v. Gottlieb CA2/4 (Rogo v. Gottlieb CA2/4) 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
Rogo v. Gottlieb CA2/4, (Cal. Ct. App. 2016).

Opinion

Filed 8/16/17 Rogo v. Gottlieb CA2/4 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for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 This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.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 FOUR

MARK ROGO, B268295

Plaintiff and Respondent, (Los Angeles County Super. Ct. No. SC123349) v.

SANDRA GOTTLIEB,

Defendant and Appellant.

APPEAL from an order of the Superior Court for Los Angeles County, Gerald Rosenberg, Judge. Affirmed. Winget Spadafora & Schwartzberg, Brandon S. Reif and Richard P. Tricker for Defendant and Appellant. Eisner Jaffe, James H. Turken and Christopher Kadish for Plaintiff and Respondent. Defendant Sandra Gottlieb appeals from the denial of her special motion to strike under Code of Civil Procedure1 section 425.16, the so-called anti-SLAPP statute. The trial court denied the motion on the ground that Gottlieb failed to establish that the defamation cause of action alleged by plaintiff Mark Rogo arose from conduct protected under section 425.16. Although we conclude the trial court erred in finding the conduct was not protected under the statute, we nevertheless affirm the order denying the motion because Rogo met his burden to present evidence that would support a judgment in his favor if credited by the trier of fact at trial.

BACKGROUND Rogo is a resident of, and claims an ownership interest in, a condominium unit (unit 2301) at Blair House, located along the Wilshire Corridor in Los Angeles. Blair House is governed by the Blair House Homeowners Association (the Association), which in turn is governed by an elected board of directors (the Board). Under the bylaws and CC&Rs of the Association, every person or entity who holds an ownership interest in a unit (except those who hold such an interest merely as security for the performance of an obligation) is a member of the Association for as long as the person or entity holds an interest in the unit. The bylaws and CC&Rs also provide that “[n]o person may exercise the rights of membership until satisfactory proof has been furnished to the Board that he or she is a Member. Such proof may consist of a duly executed and acknowledged grant deed or a title insurance policy showing the person owns a Unit in the Project.” Finally, the bylaws provide that members of the Board must be members of the

1 Further undesignated statutory references are to the Code of Civil Procedure.

2 Association, and that the Board may declare vacant the offices of a director who fails to meet this qualification at any time during his or her term. For approximately six years prior to October 2014, Rogo was a member of the Board of the Association. For five of those years, Rogo was the president of the Board. In or around late September 2014, a question arose regarding whether Rogo held an ownership interest in unit 2301, and therefore whether he met the qualifications to serve on the Board. According to recorded deeds for the property, in May 2007, unit 2301 was quitclaimed by the Marvin and Florene Mirisch Trust dated February 25, 1987 to Rogo’s wife, Lynn Mirisch Rogo (Lynn), as trustee of The Rogo Family Trust dated April 1, 1999 (the Rogo Trust). In January 2014, three quitclaim deeds were recorded with respect to unit 2301. First, Rogo recorded a quitclaim deed that “remise[d], release[d] and forever quitclaim[ed]” the unit to Lynn, “a married woman as her sole and separate property.” That same day, Lynn, as trustee of the Rogo Trust, recorded a quitclaim deed that transferred any interest in the unit to Lynn as her sole and separate property. The next day, Lynn recorded a quitclaim deed that transferred her interest to herself as trustee of the Rogo Trust. According to Rogo, these transfers were done for tax and estate planning purposes, and both he and his wife believe that he has a significant ownership interest due to their investment of more than $600,000 of community property funds into the unit. On October 2, 2014, the Board voted to remove Rogo as president and declared his seat on the Board vacant on the ground that he was not a record owner of unit 2301 and was unable to provide the Board with proof of his ownership. Gottlieb, an attorney whose law firm had been retained by the Board after the issue regarding whether Rogo met the qualifications to sit on the Board arose, advised Rogo’s attorney of the Board’s action. A week later, three more quitclaim deeds were recorded with respect to unit 2301. First, Lynn, as trustee of the Rogo Trust,

3 quitclaimed an undivided 25 percent interest to herself as her sole and separate property. Next, Lynn, in her individual capacity, quitclaimed an undivided 25 percent interest in the property to Rogo and Lynn, husband and wife, as community property. Finally, Rogo and Lynn, husband and wife, as community property, quitclaimed their 25 percent interest to Rogo and Lynn as trustees of the Rogo Trust. That same day, Rogo’s attorney wrote to Gottlieb, providing her with copies of the recorded deeds and requesting that Rogo be reinstated to the Board. The next day, October 10, 2014, Gottlieb responded to the attorney, telling him that the Board would not reinstate Rogo, but suggesting that Rogo was free to run for the Board in the next election if he believed the newly recorded deeds established his ownership interest. On October 16, 2014, Gottlieb sent a letter to all homeowner members of the Association. She explained that her law firm had been retained by the Board to determine whether a Board member who did not have a recorded interest in the unit his family occupied could remain on the Board. She stated that the bylaws and CC&Rs “clearly state that someone must have a recorded title interest in a unit to be on the Board.” She informed the homeowners that she obtained a copy of the grant deed for the unit in question, confirmed that the Board member (whom she did not identify by name or unit number) was not on the title, and advised the Board that the Board member should be removed immediately. She then stated the following: “Although he had been aware of the fact that he was not a record owner of the unit for his entire time on the Board, the Board member, through his attorney, gave no indication that he would modify the deed so as to conform to the By-Laws. After five days, upon my advice, the Board voted to vacate his seat. [¶] After a vote was taken, the Board member and his attorney were advised that his seat was vacated. As the composition of the Board changed, he never disclosed to his fellow Board members that he was not the record owner of the unit and

4 therefore had no authority to remain on the Board. [¶] Several days later, the former Board member did obtain an interest in the unit and through his attorney he requested to be reinstated as a Board member. The Board declined to take such action. The former Board member’s unilateral actions have potentially exposed the Association as well as its current and prior Board members to harm and have caused the Association to pay for ongoing legal expenses. For years, the former Board member sat on the Board voting for Board decisions while allowing other Board members to believe that he had the authority to do so.

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Bluebook (online)
Rogo v. Gottlieb CA2/4, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rogo-v-gottlieb-ca24-calctapp-2016.