Richard Stowe, Joy Barret Stowe, Linda Davis, Geoffrey Scheele, and Margaret Scheele, Individually and as Homeowners in Oakmont Subdivision v. Larry W. Edwards, Pamela B. Edwards, and Edwards Homes Inc.

CourtCourt of Appeals of Mississippi
DecidedJune 1, 2021
Docket2019-CA-01178-COA
StatusPublished

This text of Richard Stowe, Joy Barret Stowe, Linda Davis, Geoffrey Scheele, and Margaret Scheele, Individually and as Homeowners in Oakmont Subdivision v. Larry W. Edwards, Pamela B. Edwards, and Edwards Homes Inc. (Richard Stowe, Joy Barret Stowe, Linda Davis, Geoffrey Scheele, and Margaret Scheele, Individually and as Homeowners in Oakmont Subdivision v. Larry W. Edwards, Pamela B. Edwards, and Edwards Homes Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals of Mississippi primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Richard Stowe, Joy Barret Stowe, Linda Davis, Geoffrey Scheele, and Margaret Scheele, Individually and as Homeowners in Oakmont Subdivision v. Larry W. Edwards, Pamela B. Edwards, and Edwards Homes Inc., (Mich. Ct. App. 2021).

Opinion

IN THE COURT OF APPEALS OF THE STATE OF MISSISSIPPI

NO. 2019-CA-01178-COA

RICHARD STOWE, JOY BARRET STOWE, APPELLANTS LINDA DAVIS, GEOFFREY SCHEELE, AND MARGARET SCHEELE, INDIVIDUALLY AND AS HOMEOWNERS IN OAKMONT SUBDIVISION

v.

LARRY W. EDWARDS, PAMELA B. EDWARDS, APPELLEES AND EDWARDS HOMES INC.

DATE OF JUDGMENT: 03/07/2019 TRIAL JUDGE: HON. JAMES CHRISTOPHER WALKER COURT FROM WHICH APPEALED: MADISON COUNTY CHANCERY COURT ATTORNEY FOR APPELLANTS: WILLIAM P. FEATHERSTON JR. ATTORNEYS FOR APPELLEES: CECIL MAISON HEIDELBERG REEVE G. JACOBUS JR. NATURE OF THE CASE: CIVIL - CONTRACT DISPOSITION: AFFIRMED - 06/01/2021 MOTION FOR REHEARING FILED: MANDATE ISSUED:

BEFORE WILSON, P.J., GREENLEE AND McDONALD, JJ.

WILSON, P.J., FOR THE COURT:

¶1. Richard and Joy Stowe, Geoffrey and Margaret Scheele, and Linda Davis own homes

in the Oakmont subdivision in Ridgeland. They filed a lawsuit in chancery court against

Larry Edwards and Edwards Homes Inc.,1 who developed the subdivision. They alleged that

1 Larry Edwards’s wife, Pamela Edwards, was also named as a defendant. However, she did not testify at trial, and the evidence indicates that she has relatively little to do with the issues raised by the plaintiffs’ complaint. We will refer to Larry Edwards as “Edwards” and refer to Pamela specifically as necessary. For ease of reading, we will also refer to the defendants collectively as “Edwards” except when a distinction is necessary. Edwards had improperly served as the president of the Oakmont Homeowners Association

(“the HOA”) since its inception in 1997 and had violated its covenants and bylaws by failing

to call annual meetings and by increasing the HOA’s annual assessment. The plaintiffs

requested a declaratory judgment that all actions taken by Edwards since 1997 were void, and

they asked the court to order Edwards “to refund or give credit” for allegedly improper

assessments. They also asked the court to enjoin Edwards from taking any further actions

as president of the HOA. Finally, they asked the court to appoint a receiver or trustee to act

on behalf of the HOA and to call a proper meeting of the HOA. After a trial, the court

ordered the HOA to hold a special meeting to elect new board members and officers, and the

court directed the chancery clerk to preside over that meeting. However, the court denied the

plaintiffs’ claims for damages and other relief, finding that they were barred by the statute

of limitations and the doctrine of waiver and that Edwards was not the proper party for their

claims alleging improper assessments. The plaintiffs appeal. We find no error and affirm.

FACTS AND PROCEDURAL HISTORY

¶2. Larry Edwards is a real estate developer, homebuilder, and the president of Edwards

Homes Inc. Around 1996, he acquired property in Ridgeland now known as the Oakmont

subdivision. By that time, he had already developed “thousands” of lots and several other

subdivisions throughout the State. Oakmont was the first subdivision he had developed that

had a homeowners association at its inception. On March 14, 1996, Edwards filed with the

chancery clerk a plat for Oakmont showing forty-five lots. At that time, the entire property

and all of the lots were owned by Edwards Homes. Edwards testified that he borrowed

2 covenants used in other subdivisions, and he filed the Covenants, Conditions, and

Restrictions for Oakmont (“the Covenants”) with the chancery clerk in March 1997.

¶3. Under the Covenants, any person who buys a lot in Oakmont is a member of the HOA.

The Covenants provide that the HOA shall hold an annual meeting each September to hear

a report from the president and treasurer and elect directors. Edwards testified that one of

the purposes of the Covenants was to manage the common areas of the subdivision.

¶4. On March 21, 1997, the HOA held its first meeting. Edwards was elected as chairman

of the meeting and his wife, Pamela, was elected secretary. Edwards, Pamela, and W.W.

Bailey, all of whom were directors of Edwards Homes, were “elected” as directors for the

HOA. The minutes indicated that the directors were elected “to serve for the ensuing year,

to serve until such time as their successors are duly elected and qualified.” At a board of

directors meeting that same day, Edwards was elected president of the HOA and Pamela was

elected secretary. They likewise were “to serve for the ensuing year, to serve until such time

as their successors are duly elected and qualified.” Despite the requirement in the Covenants

for an annual meeting each September, Edwards admitted at trial that he did not call for

another HOA meeting until 2018. Edwards explained that he had continued to serve as

president because it was his understanding that he and the other officers would serve until

someone else was elected or qualified to serve as an officer. He did not have an explanation

as to why he never called an annual meeting until 2018.

¶5. Edwards testified that from 1997 to 1999, there were no homeowners because the

property was in its development stages. During that period, Edwards Homes paid all

3 expenses for the property. Edwards testified that between 2004 and 2008, Edwards Homes

sold every available lot to either a third party or one of Edwards’s other businesses.

¶6. Edwards said that between 2006 and 2008, some Oakmont homeowners held informal

meetings to discuss concerns with the HOA and to try to encourage more participation from

homeowners. Edwards testified that at that time, the HOA’s annual assessment of $900 per

“Class A Member” (i.e., a lot owner other than the developer) was not sufficient to cover all

maintenance costs and that Edwards Homes was still making contributions to cover the costs

of the subdivision. The Covenants provide that Edwards Homes is a “Class B Member” of

the HOA and that its contributions to the HOA are voluntary. Edwards said that he did not

attend the homeowners’ informal meetings because he was trying to let the homeowners

make decisions without his interference or influence. He provided financial information to

the group so they could see that income was insufficient to cover expenses. Following the

informal meetings, no homeowner stepped up to take over leadership of the HOA, but they

did create a new HOA budget and recommended increasing the HOA assessment to $125 per

month (or $1,500 per year).

¶7. In March 2008, Edwards sent all Oakmont homeowners a letter informing them of a

necessary increase in the HOA annual assessment from $900 to $1,500. The Covenants

provided for an initial maximum annual assessment of $900 but allowed for incremental

increases or decreases when appropriate. Edwards testified that there were no significant

complaints about the increase to the assessment until April 2018. He said that some

homeowners, particularly the Stowes, had asked for refunds, but he explained that the HOA

4 could not refund every homeowner dating back to 2008 because the money had been used

to maintain the common areas of the neighborhood.

¶8. Initially, the plaintiffs in this case all paid the increased annual assessment,2 but in

2015 or 2016 the plaintiffs stopped paying their assessments in whole or in part. In the

spring of 2018, Edwards received a letter from the Scheeles in which they alleged that the

2008 increase had been improper and requested a credit for their overpayment. By that point,

the Scheeles were $3,500 in arrears on their HOA payments.

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Richard Stowe, Joy Barret Stowe, Linda Davis, Geoffrey Scheele, and Margaret Scheele, Individually and as Homeowners in Oakmont Subdivision v. Larry W. Edwards, Pamela B. Edwards, and Edwards Homes Inc., Counsel Stack Legal Research, https://law.counselstack.com/opinion/richard-stowe-joy-barret-stowe-linda-davis-geoffrey-scheele-and-missctapp-2021.