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MichaelB32 (California)
Posts: 141
Posted:
I NEED Instruction as to how to file in small claims without an attorney to get a ruling on an HOA election rule. My HOA has denied my candidacy to run for a position on the HOA. Our elections are June 29. There is only one candidate on the ballot for a five man Board. Our Association is in jeopardy because of lack of candidates.

I server on the Board 2 years ago. A year ago our HOA adopted by 3 to 2 an Operation Rule that only members whose property is their primary residents can serve on the Board. I use my unit as a second home. 50% of the property owners in my Association do not use their property as their primary residents. Davis Sterling states that for an Operation Rule to be valid, (1) it must not conflict with the governing documents and (2) it must be reasonable. This Operation Rules fails on both counts. Yet the Board passed it.

For the State of California, does anyone have any experience in how to get a ruling from a judge without involving attorney fees (estimate at $5000)? Can you do this in Small Claims, which forms and what is the procedure? There is some urgency in the matter. My phone number is 714-883-1949. Our Web site is http://harbourvistanews.com. HELP!!

Michael Barto
[email protected]
MarkM31 (Washington)
Posts: 556
Posted:
Small claims courts in almost the entire USA only deal with monetary damages.

Your case cannot be filled in small claims
MarkM31 (Washington)
Posts: 556
Posted:
You can take it to the proper court without using an attorney
MarkM31 (Washington)
Posts: 556
Posted:
Quote:
Small claims courts can order a defendant to do something, as long as a claim for money is also part of the lawsuit. If you are suing to get back the lawn mower you loaned to a neighbor, for instance, the court can order the return of the mower, or payment for the mower if it is not returned. Otherwise, small claims courts may order a defendant to do or not to do something only when expressly authorized by statute (i.e, an order preventing an unlawful telephone solicitation).

http://www.dca.ca.gov/publications/small_claims/basic_info.shtml#what

I don't think you have any monetary damage (how much is not being allowed to run for the Board worth, exactly). You could use the D-S statue, but that may be too complicated.
KerryL1 (California)
Posts: 14,550
Posted:
Please, please visit davis-stirling.com to see what these attorneys advise if you cannot pay a love attorney. Index topics would be : Mediation, small claims court and election elections. I've asked you before, Michael, will you HOA attorney be at your annual (elections) meeting.

There only are 2-3 posters form CA here and none of us are attorneys. Richard is a prop. mgr., but he may not get back to you.
LarryB13 (Arizona)
Posts: 4,099
Posted:
Quote:
Posted By MarkM31 on 06/04/2015 10:13 AM
Small claims courts in almost the entire USA only deal with monetary damages.

Your case cannot be filled in small claims

Mark,

From what I have read on Davis-Stirling, the legislature has empowered small claims courts in CA to do a lot that they could not do in other states, such as issuing injunctions in HOA matters.

MarkM31 (Washington)
Posts: 556
Posted:
See my link in the later post. The issue must be a legal one involving a state or local statute. The right to be an officer or on the board of a HOA could be interpreted to be a contractural issue.
LarryB13 (Arizona)
Posts: 4,099
Posted:
Quote:
Posted By MarkM31 on 06/04/2015 11:25 AM
See my link in the later post. The issue must be a legal one involving a state or local statute. The right to be an officer or on the board of a HOA could be interpreted to be a contractural issue.

From Davis-Stirling:

SMALL CLAIMS CHALLENGES

As provided for in Civil Code §5145(c), owners may bring actions in small claims court for the following under (Civil Code §5105(a)); (Civil Code §5120):

access to association resources by a candidate or member advocating a point of view,

receipt of a ballot by a member,

the counting, tabulation, or reporting of, or access to, ballots for inspection,

review of ballots after tabulation

In addition to levying fines, small claims judges may grant equitable and injunctive relief. (Code Civ. Proc. §116.220.)

Read more: Small Claims Challenges http://www.davis-stirling.com/tabid/2038/Default.aspx#ixzz3c7pWtA6a
from Davis-Stirling.com by Adams Kessler PLC. If your association needs legal assistance, call us at (800) 464-2817.
MarkM31 (Washington)
Posts: 556
Posted:
Good job Dr Sleuth.

So it looks like the inability to be a candidate is not small claims court actionable?
LarryB13 (Arizona)
Posts: 4,099
Posted:
Quote:
Posted By MarkM31 on 06/04/2015 1:05 PM
Good job Dr Sleuth.

So it looks like the inability to be a candidate is not small claims court actionable?

To be honest, I do not know after reading a lot of statutes. Every time I look at California law I thank my lucky stars that I do not live there.

If it was me, I would choose between hiring a lawyer with some experience or just try to wing it in small claims. Either way would be a crap shoot. The lawyer would cost a bit but likely be more effective. On the other hand, if the small claims court accepts jurisdiction it might be over and done fairly quickly.

KerryL1 (California)
Posts: 14,550
Posted:
The Board, Michael, cannot adopt a rule about candidate's qualification without changing your bylaws. And bylaws usually require a simple majority or even a higher % of all Units/homes to vote by secret ballots to be changed in CA. So that Board "qualification" probably is not valid. Again, though, what can yu do about it.

Others have kindly looked up some things about small claims court in CA and it doesn't look like your help is there. I think you only cheap hope might be to tok some other owner-occupants into attending the section meeting and being nominated or nominating themselves form the floor. Unless, that is, your bylaws don't permit nominations from the floor.

I think I suggested on your other thread that a few of you chip in together and have an HOA attorney advise you. I don't believe anyone at this site will phone you as the ones who participate are not attorneys.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
My solution? Take it to the people. The members are the ones who will be electing. If they do not like the rule, then get a majority of them together and change the rules. That is how your documents work. Majority rules....

Former HOA President
JM10 (California)
Posts: 503
Posted:
Hi,

It is fairly easy to file a small claims court case in California. I have done so and I beat the HOA, but then things got scary and we decided to move out.

You will likely not be able to get a ruling before 29 June 2015. Usually it takes about a month to get a court date.

There is a case in which new director qualifications were made by a rule change (see Davis-Stirling about "Friars Village v. Hansing," and I'm not sure what your rule change was like in terms of qualifying directors by primary residence. You need to get the support of that 50 percent.

You should look and see if your HOA met all the obligations for a rule change. From having it on the agenda for discussion, to sending out notification of proposed rules change, to giving an opportunity for others to dissent to the actual activation of the new rule.

There is a definite problem with preventing 1/2 of the owners from being directors, but you still need support from the other owners.

You only need 5% of the membership to call a special meeting."The rule change may be reversed by the affirmative vote of a majority of the votes represented and voting at a duly held meeting at which a quorum is present. (Civ. Code §4365(d).)"

Read more: Petition Re Rules http://www.davis-stirling.com/MainIndex/PetitionReRules/tabid/2707/Default.aspx#ixzz3cUNpLu7Z
from Davis-Stirling.com by Adams Kessler PLC. If your association needs legal assistance, call us at (800) 464-2817.
RichardP13 (California)
Posts: 3,868
Posted:
Quote:
Posted By KerryL1 on 06/04/2015 3:31 PM
The Board, Michael, cannot adopt a rule about candidate's qualification without changing your bylaws. And bylaws usually require a simple majority or even a higher % of all Units/homes to vote by secret ballots to be changed in CA. So that Board "qualification" probably is not valid. Again, though, what can yu do about it.

Others have kindly looked up some things about small claims court in CA and it doesn't look like your help is there. I think you only cheap hope might be to tok some other owner-occupants into attending the section meeting and being nominated or nominating themselves form the floor. Unless, that is, your bylaws don't permit nominations from the floor.

I think I suggested on your other thread that a few of you chip in together and have an HOA attorney advise you. I don't believe anyone at this site will phone you as the ones who participate are not attorneys.

Kerry

To change candidate's qualifications you may need only amend their elections rules, (if they have them)and it doesn't conflict with the other governing documents. Friars Village v. Hansing is the case law.
BobD4 (up north)
Posts: 1,002
Posted:
Michael B32 :

Rather than a mere "Small Claims Dispute" as you hoped, 2 commenters above have pointed out a 2013 California Appeals Court decision validating a mere Board-enacted 'Operating Rule'.

Challenged in Small Claims Court by a self-represented owner ( disqualified on 'family status' grounds as spouse of a seated Director, the spouses nevertheless owning 2 separate properties ) the HOA corporation slam-dunked the Small Claims process by quickly up-stepping to a superior court.

Friars Village v. Hansing shows that you should rethink being able to get away with merely a summary court process (which may sometimes be not much of a cheapie either).

Anyone challenging ( as a pro se or SRL self-represented litigant in Friars v Hansing ) an adversary armed with its own professional counsel, had better think long & hard about own skillsets & being hammered for part of the adversary's costs. ADR or electoral change may be all you got or some form of administratorship if the Board loses quorum.

Actually looking within the Appeals judgment pointed out above, both levels of civil court upheld the validity of a mere Board-enacted Rule to abridge Board candidacy "in light of the language of the governing documents and the relevant statutes". No By-law needed.

Like LarryB13's comment above, living in California . . .
GenoS (Florida)
Posts: 4,276
Posted:
Quote:
Posted By RichardP13 on 06/10/2015 12:05 AM

To change candidate's qualifications you may need only amend their elections rules, (if they have them)and it doesn't conflict with the other governing documents. Friars Village v. Hansing is the case law.

Thank you for posting that citation. A very interesting read.
GenoS (Florida)
Posts: 4,276
Posted:
It does make it clear, however, that it was a one-off decision and that every case has different issues to consider. There's also reference to specific California laws that may not be the same in other states. In short, be prepared for a lengthy and possibly expensive court battle if you're in California and want to sue your HOA over board-enacted candidate qualifications that aren't specifically mentioned in your governing documents.
FredN (California)
Posts: 87
Posted:
Quote:
Posted By TimB4 on 06/10/2015 8:11 PM
Posted By BobD4 on 06/10/2015 8:11 AM

Friars Village v. Hansing shows that you should rethink being able to get away with merely a summary court process (which may sometimes be not much of a cheapie either).


Friars Village Homeowners Assn. v. Hansing

http://www.courts.ca.gov/opinions/archive/D061360.PDF

Court Opinion

HOA Board Has Authority to Limit Rules for the Election of Directors blog from an attorney's site on the opinon

See if I did the right,,,,,This has been published, It should be de-published, you do not like Hubby and Wiffy on the Board, you vote them off. Its called campaigning, not a dictatorial rule because certain individuals don't like that. Attorneys reaped profits off this one.
DavidY3 (California)
Posts: 18
Posted:
Quote:
Posted By MichaelB32 on 06/04/2015 9:03 AM
I NEED Instruction as to how to file in small claims without an attorney to get a ruling on an HOA election rule. My HOA has denied my candidacy to run for a position on the HOA. Our elections are June 29. There is only one candidate on the ballot for a five man Board. Our Association is in jeopardy because of lack of candidates.

I server on the Board 2 years ago. A year ago our HOA adopted by 3 to 2 an Operation Rule that only members whose property is their primary residents can serve on the Board. I use my unit as a second home. 50% of the property owners in my Association do not use their property as their primary residents. Davis Sterling states that for an Operation Rule to be valid, (1) it must not conflict with the governing documents and (2) it must be reasonable. This Operation Rules fails on both counts. Yet the Board passed it.

For the State of California, does anyone have any experience in how to get a ruling from a judge without involving attorney fees (estimate at $5000)? Can you do this in Small Claims, which forms and what is the procedure? There is some urgency in the matter. My phone number is 714-883-1949. Our Web site is http://harbourvistanews.com. HELP!!

What you want cannot be done in small claims since there is no monetary damage. Small claims is for cases where you can pretty much explain within 5 minutes for a monetary loss. The "judge" will not be able to award you with anything other then the money you lost.
GenoS (Florida)
Posts: 4,276
Posted:
Quote:
Posted By DavidY3 on 06/12/2015 3:47 PM

What you want cannot be done in small claims since there is no monetary damage. Small claims is for cases where you can pretty much explain within 5 minutes for a monetary loss. The "judge" will not be able to award you with anything other then the money you lost.

Please look at LarryB13's reply above (timestamp 06/04/2015 2:19 PM) which he posted over a week ago. Apparently California is special.
DavidY3 (California)
Posts: 18
Posted:
If you really want to sue in small claims in CA do some research on at calhomelaw.org.

I can tell you from experience that you can only ask the judge for monetary damages.

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