Phillips v. Pilgrim Creek Estates Homeowners Association

CourtDistrict Court, S.D. California
DecidedMarch 2, 2020
Docket3:19-cv-00102
StatusUnknown

This text of Phillips v. Pilgrim Creek Estates Homeowners Association (Phillips v. Pilgrim Creek Estates Homeowners Association) is published on Counsel Stack Legal Research, covering District Court, S.D. California primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Phillips v. Pilgrim Creek Estates Homeowners Association, (S.D. Cal. 2020).

Opinion

1 2 3 4 5 6 7 8 UNITED STATES DISTRICT COURT 9 SOUTHERN DISTRICT OF CALIFORNIA 10 11 JEFFREY PHILLIPS et al., Case No.: 19-CV-102-AJB(WVG)

12 Plaintiffs, REPORT AND 13 v. RECOMMENDATION RE: ENFORCING SETTLEMENT 14 PILGRIM CREEK ESTATES AGREEMENT AND ENTERING HOMEOWNERS ASSOCIATION, 15 JUDGMENT Defendant. 16 [Doc. No. 29.] 17 18 After, having reached agreement to settle this case and placed the material terms on 19 the record before this Court, pro se Plaintiff Jeffrey Phillips has continuously attempted to 20 quibble and alter the settlement terms he clearly agreed to be bound by on multiple 21 occasions. Although this Court has extensively discussed these issues with the parties for 22 multiple hours over multiple in-person conferences and teleconferences, Phillips persists 23 in obstructing the finalization of settlement in this case by refusing to sign a draft settlement 24 agreement that all other parties agree accurately reflects the oral settlement on the record. 25 Defendant now moves to compel enforcement of the settlements, and co-Plaintiff June 26 Phillips—Jeffrey’s own mother—joins Defendant’s motion. As explained below, this 27 Court RECOMMENDS that the Court grant Defendant’s motion without an evidentiary 28 hearing, impose sanctions, award attorneys’ fees, enter final Judgment, and close the case. 1 I. BACKGROUND 2 Defendant Pilgrim Creek Estates Homeowners Association is a planned 3 development, consisting of 203 single-family homes. Defendant is a senior citizen housing 4 community that requires that one occupant of each lot is a senior citizen who is 55 years of 5 age or older. All other occupants must be a qualified permanent resident or a permitted 6 health care resident, as those terms are defined in the Second Restated Declaration of 7 Covenants, Conditions and Restrictions. 8 Plaintiff Jeff Phillips is the trustee of the Phillips Family Trust, the owner of a home 9 within Defendant. In mid-2015, Jeffrey Phillips’s father, who resided with Plaintiff June 10 Phillips passed away. Later in 2015, Jeffrey Phillips moved into the home, presumably to 11 assist his mother, co-Plaintiff June Phillips. 12 Since 2016, Plaintiffs have requested that a reasonable accommodation be made to 13 allow them to park vehicles overnight on the street. After failed mediation attempts, 14 Plaintiffs filed a Complaint alleging three causes of action for (1) Violation of the Fair 15 Housing Act, (2) Violation of California Fair Employment and Housing Act and (3) 16 Violation of California. 17 June and Jeffrey Phillips were initially represented by the same attorney until August 18 8, 2019, when the Court granted their counsel’s motion to withdraw as Jeffrey’s attorney 19 and to continue representing June. (Doc. No. 22.) Since then, Jeffrey has proceeded pro 20 se in this matter and continues to do so. Prior to August 8, counsel represented Jeffrey 21 during two settlement conferences on March 18, 2019 and May 9, 2019. 22 The March 18, 2019 settlement conference was in-person and all parties attended. 23 The parties—including Jeffrey—negotiated a partial settlement of the case, agreeing to 24 certain non-monetary terms. The Court placed the terms of that settlement on the record, 25 the transcript of which appears on the docket as entry number 10. The specific non- 26 monetary terms of the settlement were: 27 1. “‘An order forcing the Homeowners Association to grant plaintiffs’ request 28 for a reasonable accommodation to park Plaintiff Jeff Phillips’ vehicle on the street at their 1 home.’ The accommodation that the Homeowners Association has provided is to park on 2 Pilgrim Way next to the pool and the clubhouse, the third parking spot.” The parking spot 3 would be designated “reserved” for Plaintiffs by having “‘reserved’ painted in the parking 4 space area.” Defendant agreed to complete this project within 10 days of March 18, 2019. 5 (Doc. No. 10 at 3-4.) 6 2. Although Defendant’s representatives did not admit to past retaliatory 7 activities, they agreed to “‘[a]n order to cease and desist from all retaliatory actions, such 8 as fines and citations.’” However, if Plaintiff’s violated the HOA’s CC&Rs, then the HOA 9 board could take appropriate enforcement action. (Id. at 4-5.) 10 3. “‘An order restoring plaintiffs’ access to all common areas.’” This included 11 returning to Plaintiffs their keys to common areas. (Id. at 5-6.) 12 4. “‘An order compelling the Homeowners Association to rescind any fines or 13 citations, and correcting homeowner records to remove such entries.’” This provision also 14 required Defendant to “refund fine money that has been previously paid.” (Id. at 6-7.) 15 5. “‘[A]n order compelling the Homeowners Association to remove any 16 derogatory credit remarks [to the extent any such remarks existed].’” (Id. at 8.) 17 6. “‘An order to adopt written policies and procedures to handle reasonable 18 accommodation requests.’” (Id. at 8.) 19 7. “‘An order requiring training of Homeowners’ management personnel.’” (Id. 20 at 9.) 21 After listing these non-monetary terms, the Court confirmed that all parties 22 understood the terms and agreed to be bound by them. Specifically, Jeffrey stated he 23 understood and agreed to be bound by the terms. (Id. at 12:2-8.) However, given that this 24 was only a partial settlement, the Court ordered the parties to appear for a second in-person 25 settlement conference. 26 The Court convened the second settlement conference on May 9, 2019 with all 27 parties present again, including Jeffrey Phillips. Although the parties did not reach 28 agreement on a monetary amount to resolve the case, they addressed issues that had come 1 up with the delayed implementation of some of the terms from the first settlement 2 conference. The parties negotiated further resolution of these terms, and the Court placed 3 the clarified terms on the record. (See Doc. No. 16.) Specifically, Defendant had calculated 4 that the total fine amount that it previously agreed to reimburse Plaintiffs was $1,800; the 5 parties agreed that the “reserved” spot painting could wait until after a third party repaved 6 the property’s roads and parking lots, which included the reserved parking spot; and 7 Defendant agreed there would be no further rules violations notices issued for potted plants 8 on Plaintiffs’ property. There were no new agreements placed on the record—just 9 refinements and clarifications of terms reached at the first settlement conference. Jeffrey 10 Phillips expressed his understanding and agreement on the record. (Doc. No. 16 at 7-8.) 11 The Court convened the third in-person settlement conference on September 10, 12 2019, and all parties, including Jeffrey Phillips, were again present. (See Doc. No. 25.) At 13 this conference, the parties agreed to monetary terms to finally complete the resolution of 14 this case. Specifically, Defendant agreed to the following two additional terms (numbering 15 continued from the list above): 16 8. Defendant agreed to compensate Plaintiffs the amount of $70,000; and

17 9. The compensation would be apportioned as follows: (a) $25,000 paid to 18 Steven Derby and/or his firm Derby, McGuinness & Goldsmith and (b) $45,000 paid to Plaintiff June Phillips. 19

20 (Id. at 4.) As part of the process of confirming the terms of the global settlement, this Court 21 addressed Jeffrey specifically to confirm that he understood the terms of the monetary 22 terms above, that the global settlement included the non-monetary terms reached in the two 23 prior settlement conferences, that he agreed to be bound by all of these terms, and that by 24 agreeing to these terms the litigation would be concluded. (Id. at 5-6.) In each instance, 25 Jeffrey stated that he understood and agreed, thus once again agreeing to be bound by the 26 non-monetary terms from the prior settlements.

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Phillips v. Pilgrim Creek Estates Homeowners Association, Counsel Stack Legal Research, https://law.counselstack.com/opinion/phillips-v-pilgrim-creek-estates-homeowners-association-casd-2020.