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ChrisE8
Posts: 454
Posted:
Have you seen owners circulate proxies that they prepared themselves, before an owner meeting is announced?

If so, how did it go for those owners?

In my HOA (in NY), an owner has done that. The property manager tried to stop it. The meeting has not yet been announced.

The proxies are definitely valid (they meet all requirements under applicable law and the HOA's governing documents).

Thanks.
AugustinD
Posts: 5,144
Posted:
Quote:
Posted By ChrisE8 on 01/13/2021 7:57 AM
The proxies are definitely valid (they meet all requirements under applicable law and the HOA's governing documents).
-- Under the circumstances ChrisE8 gives above, I agree the proxies are valid.

-- What I have seen is the following trial court decision, in a New York trial court, Brodsky v. Board of Managers of Dag Hammarskjold Tower Condominium: https://caselaw.findlaw.com/ny-supreme-court/1180683.html .

-- As interested, see more discussion at https://www.habitatmag.com/Archive2/196-December-2003/The-Notarized-Proxy

Observations:

-- The lawsuit I cited concerned a condo in New York

-- It appears to be a trial court opinion. (New York strangely calls its trial courts "supreme courts.") As a trial court opinion, it is not binding precedent.

-- The 2003 New York trial Court cites an earlier proxy notarization lawsuit and compares it to the case before the 2003 Court. The Court observes that the present case involves Bylaws that give specifics of how a proxy is to be completed. The earlier lawsuit involved Bylaws that were completely silent with regard to how proxies were to be prepared.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
I love Proxies. They are often misunderstood and miss used but that is the writer's/signer's problem, not a Proxy problem. Remember one thing about Proxies. The latest dated one overrides any prior Proxy(s). You could write a Proxy on toilet paper and if properly done, it is legal.
AugustinD
Posts: 5,144
Posted:
Quote:
Posted By JohnC46 on 01/13/2021 9:05 AM
You could write a Proxy on toilet paper and if properly done, it is legal.
Ha ha.

[Exhibit C, proxy written on toilet paper is in a clear plastic bag, on the Judge's dais.]

HOA Attorney:
Your Honor, this proxy has about as much value as toilet paper.

Judge:
I see that.

Member's Attorney:
Your Honor, toilet paper was selling for $5 a roll this past April, during the pandemic. And that's in rural Nebraska, your Honor.

Judge:
Fair point.

HOA Attorney:
Your Honor, it's single ply.

Judge:
But Madam HOA Attorney, can you read the writing on the toile... um, alleged proxy?

Member's Attorney:
Of course she can, Your Honor. She's just a snob when it comes to toilet paper.

SheliaH (Indiana)
Posts: 6,964
Posted:
The board needs to take a stand - send one proxy to each unit and tell homeowners no duplicates of any kind will be accepted. If someone loses a proxy or it gets damaged, they can call the property manager for a replacement. If necessary, keep track of the number of proxies sent out. If dozens of people say they need duplicates, that may be a clue something else is going on.

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
JohnC77 (California)
Posts: 562
Posted:
Quote:
Posted By JohnC46 on 01/13/2021 9:05 AM
I love Proxies. They are often misunderstood and miss used but that is the writer's/signer's problem, not a Proxy problem. Remember one thing about Proxies. The latest dated one overrides any prior Proxy(s). You could write a Proxy on toilet paper and if properly done, it is legal.

IF you look at Bylaws, the language for elections and annual meeting will state present or by proxy. Since ballots are the norm, proxies become obsolete.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By JohnC77 on 01/13/2021 11:24 AM
Posted By JohnC46 on 01/13/2021 9:05 AM
I love Proxies. They are often misunderstood and miss used but that is the writer's/signer's problem, not a Proxy problem. Remember one thing about Proxies. The latest dated one overrides any prior Proxy(s). You could write a Proxy on toilet paper and if properly done, it is legal.


IF you look at Bylaws, the language for elections and annual meeting will state present or by proxy. Since ballots are the norm, proxies become obsolete.

Without Proxies, we would never establish a Quorum at our Annual Meetings.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By SheliaH on 01/13/2021 11:14 AM
The board needs to take a stand - send one proxy to each unit and tell homeowners no duplicates of any kind will be accepted. If someone loses a proxy or it gets damaged, they can call the property manager for a replacement. If necessary, keep track of the number of proxies sent out. If dozens of people say they need duplicates, that may be a clue something else is going on.

Sorry, but I say that is to controlling and could be illegal to boot.
JohnC77 (California)
Posts: 562
Posted:
Quote:
Posted By JohnC46 on 01/13/2021 11:25 AM
Posted By JohnC77 on 01/13/2021 11:24 AM
Posted By JohnC46 on 01/13/2021 9:05 AM
I love Proxies. They are often misunderstood and miss used but that is the writer's/signer's problem, not a Proxy problem. Remember one thing about Proxies. The latest dated one overrides any prior Proxy(s). You could write a Proxy on toilet paper and if properly done, it is legal.


IF you look at Bylaws, the language for elections and annual meeting will state present or by proxy. Since ballots are the norm, proxies become obsolete.


Without Proxies, we would never establish a Quorum at our Annual Meetings.

Why can't that be done with a ballot?
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By JohnC77 on 01/13/2021 11:32 AM
Posted By JohnC46 on 01/13/2021 11:25 AM
Posted By JohnC77 on 01/13/2021 11:24 AM
Posted By JohnC46 on 01/13/2021 9:05 AM
I love Proxies. They are often misunderstood and miss used but that is the writer's/signer's problem, not a Proxy problem. Remember one thing about Proxies. The latest dated one overrides any prior Proxy(s). You could write a Proxy on toilet paper and if properly done, it is legal.


IF you look at Bylaws, the language for elections and annual meeting will state present or by proxy. Since ballots are the norm, proxies become obsolete.


Without Proxies, we would never establish a Quorum at our Annual Meetings.


Why can't that be done with a ballot?

I believe it could but we have no provisions for written ballots and as we have not gotten any complaints about the use of Proxies, we are not willing to further complicate things.

As we allow BOD nominations from the floor at the Annual Meeting, a printed ballot might not be valid come the actual election so why go through the effort to create something not up to date? I am open to other methods but we are not willing to do any work on it if not necessary.
GenoS (Florida)
Posts: 4,276
Posted:
Quote:
Posted By JohnC46 on 01/13/2021 11:26 AM
Posted By SheliaH on 01/13/2021 11:14 AM
The board needs to take a stand - send one proxy to each unit and tell homeowners no duplicates of any kind will be accepted. If someone loses a proxy or it gets damaged, they can call the property manager for a replacement. If necessary, keep track of the number of proxies sent out. If dozens of people say they need duplicates, that may be a clue something else is going on.


Sorry, but I say that is to controlling and could be illegal to boot.

It would be illegal in Florida. There are arbitration decisions going back years that uphold the 5 elements that constitute a "valid proxy". Time after time association arguments that "their" proxy must be used are shot down. And yes, a proxy written with crayon and toilet paper could very easily be valid in Florida as long as it complied with FS 720.306(8)(a):

"To be valid, a proxy must be dated, must state the date, time, and place of the meeting for which it was given, and must be signed by the authorized person who executed the proxy."

The condo statute says the same thing albeit in chapter 718.

This cost my HOA $300 after the secretary (a retired legal secretary to boot) sent out blank proxies to the homeowners as part of the "Annual Meeting Info Package" and they failed to include the place of the meeting. When I pointed out the error she became very defensive and claimed that it didn't matter because the Meeting Notice identified the proper location. I pointed out that a Meeting Notice is not a Proxy and that the proxies were still invalid. She ran up a $250 bill with the association attorney so that he could tell her exactly the same thing I had already told her. Then there was an additional $50 for stamps to mail out new proxies.

Now she doesn't like me at all and, needless to say, the feeling is mutual. Some legal secretary.
TimB4 (Tennessee)
Posts: 21,059
Posted:
Chris,

I did this with no issues.

However, it is better to wait for the HOA proxy form and collect proxies then.

The point in waiting is simply to avoid the concerns of the board rejecting the proxies which would cause you to have to decide to file legal action or not to invalidate the election. It's just less grief for you in the long run.
MichelleG7 (Connecticut)
Posts: 66
Posted:
Our proxies are made by the manager and they have a date on them... not written in.. Noone can dupe our proxies that way. I get it ahead of time. but I always wait until they are sent through the computer to unit owners.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
The effective date of a Proxy is when signed and dated, not some date printed on the proxy.
PatriiciaR (Texas)
Posts: 32
Posted:
We recently had an owner alter the agenda for the annual meeting and added it to the proxy the HOA sent out. I have read that HOA's can take legal action on this if its perceived as fraud or manipulation.

What I found:

Legal action by the HOA: in more severe cases, especially if the alteration is seen as an attempt at fraud or manipulation, th HOA could take leg action againt the homwowner.

We are consulting our Lawyer but wanted to know if others have come across this issue.

This is just one event of his manipulation of the owners to overturn the management company and BOD.

A few owners were not aware that is what he was trying to do until he announced it the recent annual meeting that we had to call short.
PatriiciaR (Texas)
Posts: 32
Posted:
We have a vested proxy that has been filed with the courts for years. If owners do not come to a meeting or sign a proxy to another owner then their vote his given the the BOD>
ElleN (Idaho)
Posts: 1,334
Posted:
Quote:
Posted By PatriiciaR on 07/14/2025 7:37 AM
We have a vested proxy that has been filed with the courts for years. If owners do not come to a meeting or sign a proxy to another owner then their vote his given the the BOD>
Do the original covenants or original bylaws say that absent owners who do not assign a proxy to another owner will have their vote assigned to the Board?

If not, your HOA is undoubtedly breaking the law.

I doubt an amendment saying as much would be enforceable in court.

This issue has come up in the courts.

Texas statutes might have something to say on this, too, in the proxy sections.

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