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RichardJ7 (Virginia)
Posts: 8
Posted:
Hi all. First time poster, long time voyeur. My question may be more legal than HOA related, but I’d appreciate your thoughts anyway. It involves “standing” in court.

Say that I own a home on a private lot in an HOA. And, say, the HOA adopts a rule that says no trees can be planted on any lot. Now, I don’t necessarily want to plant a tree on my lot, but I don’t believe the HOA has the authority to tell me I can’t plant a tree on my lot. So, after a long debate with the HOA, I decide to challenge the rule in court.

The question is: Do I have standing in court to challenge the rule itself. Or, do I have to plant a tree and get a violation notice from the HOA in order to have standing in court?

LarryB13 – I’m in Phoenix too, and I’d appreciate any of your thoughts on this.
NpS (Pennsylvania)
Posts: 4,216
Posted:
Hi Richard

Did you make a request to plant a tree and were you denied? If yes, then I think that would be sufficient without having to actually plant a tree.

Now to backtrack a bit. Much I think depends on the particular facts of your HOA and your situation.

Sikubali jukumu. Read all posts at your own risk.
RichardP13 (California)
Posts: 3,868
Posted:
Richard

First, is the rule in the CCRs or was the rule adopted by the Board. Secondly, if Arizona has such rules, was the rule properly adopted and noticed to the membership. Essentially, does the rule have a defect.
TimB4 (Tennessee)
Posts: 21,059
Posted:
"Standing", is defined as "the ability of a party to bring a lawsuit in court based upon their stake in the outcome."

Here are some links on the subject:

Standing from the Federal Practice Manual for Legal Aid Attorneys

STANDING from The LECTRIC LAW LIBRARY

Standing from
Nolo's Plain-English Law Dictionary

From what I gather from browsing those resources, you have to have suffered actual harm.
Therefore requesting to plant a tree and being denied may provide that harm if you can show how lack of a tree is causing damage to you (perhaps in energy costs).

However, as Richard asked the question, if the prohibition on trees is not a rule but a covenant (that is to say it's in the CC&Rs), now it's a different issue because it's part of the terms of a a contract you agreed to comply with when you purchased the property.

I'm not an attorney and, as you point out, this is a legal question.
Therefore, you should really direct the question to an attorney or a college with pre-law or has a full law school.

NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By TimB4 on 06/29/2015 1:44 AM
Therefore requesting to plant a tree and being denied may provide that harm if you can show how lack of a tree is causing damage to you (perhaps in energy costs).

Good point Tim. Many restrictions on ecological measures (like solar, clotheslines, water barrels, etc.) are getting overturned.

Sikubali jukumu. Read all posts at your own risk.
LarryB13 (Arizona)
Posts: 4,099
Posted:
Quote:
Posted By RichardJ7 on 06/28/2015 7:54 PM
Hi all. First time poster, long time voyeur. My question may be more legal than HOA related, but I’d appreciate your thoughts anyway. It involves “standing” in court.

Say that I own a home on a private lot in an HOA. And, say, the HOA adopts a rule that says no trees can be planted on any lot. Now, I don’t necessarily want to plant a tree on my lot, but I don’t believe the HOA has the authority to tell me I can’t plant a tree on my lot. So, after a long debate with the HOA, I decide to challenge the rule in court.

The question is: Do I have standing in court to challenge the rule itself. Or, do I have to plant a tree and get a violation notice from the HOA in order to have standing in court?

LarryB13 – I’m in Phoenix too, and I’d appreciate any of your thoughts on this.

The mere fact that the association is trying to control what you may do on your property would give the right to seek an injunction whether you actually plant a tree or not.

The issue would then be whether the association has the authority to adopt a rule against planting trees. Generally, an association would have no power to add restrictions that are not in the CC&R's but the sticky part is that some CC&R's allow the association to adopt architectural controls that are not explicitly stated in the declaration.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
RichJ7

It is not uncommon for an HOA to say nothing can be planted unless approved by the HOA even on ones own lot. This is not saying you cannot plant a tree. It is saying the HOA must approve. Again, a very common restriction and one that one agreed to abide by when they sign on.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
After our catastrophe with Southern pines and Bradford Pears... We tried to put restrictions in for what to plant. Trees don't grow the same and they can each cause different issues. We have what we call "Helicopter" trees. The seed pod floats down like a broken helicopter wing. They are the worst trees ever as those things sprout little trees EVERYWHERE. Plus they grow tall.

Our houses weren't that tall. Plus with tornado seasons twice a year, trees that grow large are frowned upon.

Former HOA President
RichardJ7 (Virginia)
Posts: 8
Posted:
Thanks for all of your comments. Our CCRs are generic, 1980’s vintage. Architectural control is limited to structures. Other provisions in the CCRs relate to general maintenance and up-keep with specific restrictions on clothes lines, storage piles, rubbish, trash, trash-can placement etc. The CCRs give the Board authority to adopt Rules & Regulations governing the use of the common areas – not private lots.

Over the years the Rules & Regulations have gradually expanded. They were generally implemented informally without recorded votes of adoption. Some of the rules were adopted as a result of petty disputes between the Board members and their immediate neighbors. We now have 8-10 rules which dictate what can/can’t be planted or placed in private yards.

I have recently challenged the Board concerning these rules, and I’ve urged them to have the rules reviewed by an attorney prior to continued enforcement. As a result of my challenges, I’ve been labeled the grumpy-old-man on lot 57 who is upsetting the status-quo.

Arizona has a relatively low-cost ($750/complaint) Administrative Hearing process which is limited to violations of the governing documents or AZ statutes – filing fee is charged to the Association if I win. I was considering filing a complaint on the grounds that these rules are actually amendments to the CCRs which were adopted in violation of the amendment requirements (votes) in the CCRs. However, I have not been directly affected by any of the rules – hence my question about “standing.” I’d hate to spend $750 then loose it, first thing, because of lack of standing.

LarryB – can you offer any guidance on the mechanics of filing an injunction in Arizona?

All other thoughts/comments are appreciated.
DonA2 (Arizona)
Posts: 170
Posted:
RichardJ7, you are probably already aware of this, but just in case:

http://www.dfbls.az.gov/hoa.aspx
LarryB13 (Arizona)
Posts: 4,099
Posted:
RichardJ7,

I am going to respond to you in two parts; this part is regarding the administrative hearings.

My reading of ARS 33-1803 is that before you can avail yourself of the administrative hearing through the Department of Fire, Building and Life Safety you must have been given notice of an alleged violation. This would mean you must plant your offending tree and the association must send you notice of a violation before you may go to the administrative hearing. If you do not plant the tree or if you plant it and the association takes no action then it looks to me like you cannot use the administrative hearing process.

You should know that there is a troubled history with this administrative hearing process. At least once in the past, the courts have ruled that the scheme enacted by the legislature violates the Arizona Constitution. The courts held that they, and not the Fire Marshall, have the authority to make judicial rulings. See Gelb v. Department of Fire, Building and Life Safety, Ariz. App. 2010. Following this ruling, the legislature reinstated the entire process with virtually no changes. Should you choose to file a complaint with the department you should make inquiry with them to ascertain whether you may actually file with them.

LarryB13 (Arizona)
Posts: 4,099
Posted:
RichardJ7,

An injunction to stop someone from exceeding his authority against you, which seems to be the case with the trees, is granted by the Superior Court.

I have represented myself at all levels of the state courts over the last 40 years but I have never sought an injunction. I looked into it once and it got complicated fairly quickly, but the complication seems to arise with how quickly you need to act.

In your case, you are basically looking for an injunction to permanently stop the association from enforcing restrictions not found in the CC&R's. If they were threatening to bulldoze your home you might seek a preliminary injunction and if they just started to unload the bulldozer you would want to seek a temporary restraining order (TRO). But your situation is not that dire. (TRO's and preliminary injunctions are steps in getting a permanent injunction and are necessary only when the other party is threatening to do some irreparable harm.)

Nonetheless, I would suggest consulting with an attorney as this could nasty with complications. If you go to Superior Court, the association will be required to retain an attorney and they just love those billable hours.

It is hard to say what this would cost but in Hawk v. PC Village Assoc., Ariz. App. 2013, homeowners sought and won an injunction to prevent their HOA from removing their For Sale signs. The court awarded the homeowner all of their costs and this came to over $21,000. (On appeal the association, who was represented by a downtown Phoenix law firm known for its $500/hour fees, complained that the plaintiffs' lawyer, a sole practioner from rural Flagstaff, charged too much for his work.)

RichardJ7 (Virginia)
Posts: 8
Posted:
Thanks Don and Larry. As suspected, I’ll probably need to be cited for my garden-gnome, or whatever, before I have standing at an Administrative Hearing.

Larry – I am intimately familiar with the Arizona HOA Administrative Hearing process, and I assure you it is alive and well. While it is limited in scope of authority, it is still a useful tool for both owners and HOA’s. Since it’s inauguration in 2007, about 100 cases have been filed – approximately 50 since the 2010 court challenge. By my crude estimate, about 25% to 30% have been ruled in favor of the homeowners. For you and others on the forum who may be interested, all of the judges’ decisions can be viewed on-line at:

Arizona Office of Administrative Hearings – Search Administrative Law Judges Decisions – Agency: Department of Fire Building and Life Safety – H/C.

They make for interesting reading.

Also, I believe one can download audio-recordings of actual hearings conducted in the last three years, but I haven’t tried that in some time.

Thanks to all for your comments. It’s about 110-degrees here, so I’ll wait until fall to plant an illegal tree.
TimB4 (Tennessee)
Posts: 21,059
Posted:
Interesting information. Thanks Richard.

Here is an active link:

Quote:
Posted By RichardJ7 on 06/29/2015 3:35 PM
For you and others on the forum who may be interested, all of the judges’ decisions can be viewed on-line at:

http://www.azoah.com/search.html

From here, click on decision search (new window opens)
Then select Department of Fire Building and Life Safety - H/C under agency

Quote:
Posted By RichardJ7 on 06/29/2015 3:35 PM

It’s about 110-degrees here, so I’ll wait until fall to plant an illegal tree.

I hate to say it. I miss that heat.
It will be in the high 80s tomorrow with 70% humidity here.

Of course, I was raised in Phoenix when north of Bell Road was simply desert and the Papago freeway was still just in it's design stage.
LarryB13 (Arizona)
Posts: 4,099
Posted:
Quote:
Posted By TimB4 on 06/29/2015 8:00 PM
and the Papago freeway was still just in it's design stage.


Haven't heard it called that in decades. Come to think of it, I am not even sure which one that is. Now we got the 101, 202, 303, the 10, the 17, SR51, US60, plus The Stack and the mini-stack. Newcomers have no idea what the Papago Freeway is and the rest of us have forgotten.

LarryB13 (Arizona)
Posts: 4,099
Posted:
Quote:
Posted By RichardJ7 on 06/29/2015 3:35 PM
It’s about 110-degrees here, so I’ll wait until fall to plant an illegal tree.


May I suggest either a mesquite or a palo verde? Both are native to the region and grow without needing to be watered, although both will grow much better with some watering.

Stay away from eucalyptus. It is also drought-tolerant but it is a messy tree. I have one in my front yard and I really do not like it. It sheds bark and small branches plus one large branch broke away last year and did some minor damage to my car.

Aleppo pines and some other varieties of pine grow surprisingly well in the desert but I do not recommend them for the average yard. They grow so tall that you feel your home is at their mercy should they ever loose a limb. Plus, they shed pine needles and nothing will grow in their shadow.
DouglasK1 (Florida)
Posts: 2,046
Posted:
Quote:
Posted By LarryB13 on 06/30/2015 9:02 PM
Posted By RichardJ7 on 06/29/2015 3:35 PM
It’s about 110-degrees here, so I’ll wait until fall to plant an illegal tree.

Stay away from eucalyptus. It is also drought-tolerant but it is a messy tree. I have one in my front yard and I really do not like it. It sheds bark and small branches plus one large branch broke away last year and did some minor damage to my car.

They also drip gooey sap which is very hard to clean off of cars, assuming the tree eventually grows big enough reach over your driveway.

Escaped former treasurer and director of a self managed association.
PitA
Posts: 1,416
Posted:
for some levity:

standing in court is discouraged ... that is why there are benches

(double entendre)
NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By PitA on 07/02/2015 9:17 AM
for some levity:

standing in court is discouraged ... that is why there are benches

(double entendre)


lol ... all rise.

Sikubali jukumu. Read all posts at your own risk.
MikeS1
Posts: 521
Posted:
Some HOA docs have a provision that allows the homeowners to call for a community vote on the change with the submission of a petition of 10% of total number of homes. If the Board decides make a new rule or resolution, this gives the community an opportunity to have a special meeting and a majority vote by the owner/members may rescind the rule. Isn't that in most HOA docs?
NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By MikeS1 on 07/02/2015 1:28 PM
Some HOA docs have a provision that allows the homeowners to call for a community vote on the change with the submission of a petition of 10% of total number of homes. If the Board decides make a new rule or resolution, this gives the community an opportunity to have a special meeting and a majority vote by the owner/members may rescind the rule. Isn't that in most HOA docs?


How it works in my townhouse HOA:

1 Amendment to CC&Rs - requires 2/3 vote of all HOs.

2 Amendment to Bylaws - requires majority vote of board, then put to vote of HOs (ratification). Would take a majority of all HOs for ratification to fail.

3 Amendment to Rules & Regs - requires majority vote of board. No ratification needed. HOs could call a special meeting to overturn it. Nothing specified in our docs on the % of HO vote that would be needed. To my knowledge, never been done.

Sikubali jukumu. Read all posts at your own risk.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By MikeS1 on 07/02/2015 1:28 PM
Some HOA docs have a provision that allows the homeowners to call for a community vote on the change with the submission of a petition of 10% of total number of homes. If the Board decides make a new rule or resolution, this gives the community an opportunity to have a special meeting and a majority vote by the owner/members may rescind the rule. Isn't that in most HOA docs?

Mike

In SC, 10% of the owners can call for a "Special Meeting" but they cannot overturn a Rule & Regulation made by the BOD. They could recall all or part of the BOD and the new BOD then votes to overturn the R&R but the owners cannot directly overturn a BOD R&R.

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