Bergeson v. West Frontier Condominiums HOA, Inc.: HOA Court Case Guide

Arizona HOA Case Summary

Division Two held that a condominium association was entitled to judgment as a matter of law on a wrongful-death claim because there was no evidence it created, knew of, or had reason to suspect the hidden ceiling-wiring defect that caused a fatal fire.

Arizona Court of Appeals | No. 2 CA-CV 2019-0117 (Ariz. Ct. App. Oct. 30, 2020) (mem. decision) | Decided 2020-10-30 | Nonprecedential / citation-limited

Scope note: This educational page summarizes Bergeson v. West Frontier Condominiums HOA, Inc., a Arizona Court of Appeals HOA-related authority. It is not legal advice.

The takeaway

The condominium association was entitled to judgment as a matter of law on the wrongful-death negligence claim. The plaintiffs presented no evidence that the association created the defective ceiling wiring, had actual or constructive notice of it, or was vicariously liable for another’s negligence. The trial court reversibly erred by admitting irrelevant and unfairly prejudicial testimony about unrelated kitchen code violations discovered only after the fire, and by giving an erroneous non-delegable-duty (Ft. Lowell) instruction, which together permitted the jury to hold the association to a standard approaching strict liability contrary to Arizona premises-liability law. Judgment vacated and remanded for entry of judgment in favor of the association.

Case Participants

Petitioner Side

  • West Frontier Condominiums HOA, Inc. (Defendant/Appellant)
    Arizona corporation; the unit owners’ association for the Frontier Condominiums in Payson.
  • Lynn M. Allen (Counsel)
    Tyson & Mendes LLP (Phoenix)
    Counsel for Defendant/Appellant. Carpenter Hazlewood / CHDB was not involved in this case.

Respondent Side

  • Christopher Bo Bergeson (Plaintiff/Appellee)
    Surviving child of Lynn Renee Bergeson; wrongful-death plaintiff.
  • Amy Lynn Bergeson (Plaintiff/Appellee)
    Surviving child of Lynn Renee Bergeson; wrongful-death plaintiff.
  • Arthur E. Lloyd (Counsel)
    Lloyd Law Group of Arizona P.L.L.C. (Payson)
    Counsel for Plaintiffs/Appellees.
  • Stanley G. Feldman (Counsel)
    Miller, Pitt, Feldman & McAnally P.C. (Tucson)
    Counsel for Plaintiffs/Appellees.
  • Timothy P. Stackhouse (Counsel)
    Miller, Pitt, Feldman & McAnally P.C. (Tucson)
    Counsel for Plaintiffs/Appellees.

Neutral Parties

  • Philip G. Espinosa (Judge)
    Authored the memorandum decision.
  • Sean E. Eppich (Judge)
    Presiding Judge; concurred.
  • Peter J. Eckerstrom (Judge)
    Concurred.

What happened

West Frontier Condominiums HOA, Inc. is the unit owners’ association for the Frontier Condominiums in Payson, Arizona. In October 2005, unit owners David and Joan Levengood rented their unit to Lynn Bergeson.

In 2006, with the Levengoods’ permission but without seeking permission from or notifying the association, Lynn replaced an overhead light fixture in the unit with a ceiling fan. In 2007, a smoldering fire ignited in the wiring above the fan, producing lethal levels of carbon monoxide that killed Lynn.

Lynn’s children, Christopher and Amy Bergeson, brought a wrongful-death action against the Levengoods and West Frontier, claiming the association had negligently failed to use reasonable care to discover and fix faulty wiring above the ceiling fan. The Court of Appeals twice reversed the trial court’s entry of summary judgment in the association’s favor, and in 2019 the case proceeded to a jury trial on the negligence claim.

The jury returned a verdict for the Bergesons, apportioning seventy-five percent of the fault to West Frontier and twenty-five percent to non-parties. After the trial court entered an amended judgment for the Bergesons, the association filed a renewed motion for judgment as a matter of law or, alternatively, for a new trial. The trial court denied the motions, and West Frontier appealed.

On appeal, the association argued the plaintiffs had presented no evidence it breached any duty to Lynn. The court agreed there was no evidence the association created the defect: the units were built in the mid-1980s and the electrical work passed Town of Payson inspection in 1984-85, years before the HOA incorporated in March 2007. The plaintiffs’ ‘mere continuation’ successor-liability theory, resting solely on A.R. Teeters & Associates, failed because they showed no assumption of liabilities and no genuine continuation, and even a continuation would not have created a defect that pre-dated the association.

On the question of notice, the court held the trial court abused its discretion by admitting testimony about kitchen code violations (missing nail plates, exposed wiring behind the range, and a misplaced outlet) that were discovered only after the fire. That evidence was irrelevant and unfairly prejudicial: it was unrelated to the living-room ceiling wiring, one of the plaintiffs’ own experts admitted the kitchen defects had nothing to do with the fire, and it allowed the jury to impute notice the association never had. A duty to inspect arises only when there is a reason to suspect a defect, and no prior similar incident provided one.

Finally, the court held the non-delegable-duty instruction (drawn from Ft. Lowell-NSS Ltd. Partnership v. Kelly and Restatement (Second) of Torts Section 422) was erroneous. It reached ‘third parties’ who were neither employees nor independent contractors, no association employee or contractor was shown to be negligent, and the doctrine could not be used to make the association liable for a unit owner’s own alteration of a fixture the recorded Declaration made the owner responsible to maintain. Because the irrelevant evidence and the flawed instruction together held the association to a standard approaching strict liability, the court vacated the judgment and remanded for entry of judgment in favor of West Frontier.

This decision illustrates that an Arizona condominium association is not an insurer of its members’ safety. Under the Arizona Condominium Act (A.R.S. Section 33-1247(A)) and Martinez v. Woodmar IV Condominiums Homeowners Ass’n, an association owes a duty of reasonable care to maintain the common elements, but ordinary premises-liability principles still require proof that the association created a dangerous condition, actually knew of it, or should have discovered it in the exercise of reasonable care. A duty to inspect arises only when the association has some reason to suspect a latent defect. The court refused to let a tragic outcome, standing alone, convert that reasonable-care standard into strict liability for a hidden wiring condition the association had no way to know about, especially where a unit owner altered a fixture without the notice or permission the recorded Declaration required. Just as important, this is an unpublished memorandum decision. Under Ariz. R. Sup. Ct. 111(c) and Ariz. R. Civ. App. P. 28, it does not create legal precedent and may be cited only as authorized by rule; it is persuasive at most, not binding. It is useful as an educational illustration of how notice, relevance, and non-delegable-duty doctrines are applied to a condominium association, and of the practical value of the maintenance-and-alteration allocations in a condominium Declaration, but it should not be treated as a controlling statement of Arizona law. It also shows how evidentiary and jury-instruction errors can independently require reversal even after a jury verdict.

Litigation record

Step 1 1984-1985

Electrical work on the Frontier Condominiums, including the Levengoods’ unit, is inspected and approved by the Town of Payson.

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Step 2 1986

The Condominium Declaration establishing the Frontier Condominium is recorded.

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Step 3 1995

First amended declarations are recorded, with West Frontier LLC as declarant.

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Step 4 2005-10

David and Joan Levengood rent their unit to Lynn Bergeson.

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Step 5 2006

Lynn replaces an overhead light fixture with a ceiling fan, with the Levengoods’ permission but without notifying the association.

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Step 6 2007-03

West Frontier Condominiums HOA, Inc. is incorporated.

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Step 7 2007

A smoldering fire in the wiring above the ceiling fan produces lethal carbon monoxide; Lynn Bergeson dies.

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Step 8 2008

The Bergesons file a wrongful-death suit in Gila County Superior Court (No. CV20080002).

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Step 9 2013-12-24

The Court of Appeals reverses summary judgment entered for the association (No. 2 CA-CV 2013-0045).

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Step 10 2017-08-10

The Court of Appeals again reverses summary judgment for the association (No. 2 CA-CV 2016-0134).

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Step 11 2019

A jury trial results in a verdict for the Bergesons, apportioning 75% of the fault to West Frontier.

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Step 12 2020-10-30

Division Two vacates the judgment and remands for entry of judgment in favor of the association.

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Step 13 2021-05-04

The Arizona Supreme Court denies the petition for review (per docket minutes).

Filed by: Court record

Part of the record summarized for homeowners, boards, and counsel.

Download source

Complete uploaded source-document index

This index is generated from every public-facing source file currently present in assets/court_case_downloads/bergeson-v-west-frontier-condo-hoa/raw/: 1 PDF. Files are ordered by the date/sequence embedded in the normalized filename; AI-generated review materials are labeled separately and should not be treated as court filings.

Source 1 2026-07-01

Opinion

Type: Decision or judgment

Decision document; read it to understand the controlling result before moving to later filings.

Download source file

FAQ

What was Bergeson v. West Frontier Condominiums HOA, Inc. about?

A tenant, Lynn Bergeson, died in 2007 from carbon monoxide caused by a smoldering fire in the wiring above a ceiling fan she had installed in her rented condominium. Her children sued the condominium association for wrongful death, claiming it negligently failed to discover and repair faulty ceiling wiring. The case reached the Arizona Court of Appeals after a jury found the association 75% at fault.

Why did the Court of Appeals rule in favor of the HOA?

The court held the association was entitled to judgment as a matter of law because the plaintiffs presented no evidence it created the wiring defect, actually knew of it, or had any reason to suspect it. The building’s electrical work had passed inspection in 1984-85, years before the HOA incorporated in 2007, and nothing gave the association a reason to open ceilings or walls to look for hidden defects.

Is this decision binding precedent in Arizona?

No. It is an unpublished memorandum decision. Under Ariz. R. Sup. Ct. 111(c) and Ariz. R. Civ. App. P. 28, it does not create legal precedent and may be cited only as authorized by the rules. It is at most persuasive authority and is presented here for educational purposes only.

What duty does an Arizona condominium association owe for common-area maintenance?

Under A.R.S. Section 33-1247(A) and Martinez v. Woodmar IV Condominiums Homeowners Ass’n, an association owes a duty of reasonable care to maintain the common elements. That is not strict liability: a plaintiff must still prove the association created a dangerous condition, actually knew of it, or should have discovered it through reasonable care, and a duty to inspect arises only when there is a reason to suspect a defect.

Why was the kitchen code-violation evidence a problem at trial?

The kitchen violations (missing nail plates, exposed wiring behind the range, and a misplaced outlet) were discovered only after the fire and were unrelated to the living-room ceiling wiring; one of the plaintiffs’ own experts admitted they had nothing to do with the fire. The Court of Appeals held that admitting this irrelevant and unfairly prejudicial testimony, which let the jury infer notice the association never had, was reversible error.

What is a ‘non-delegable duty,’ and why didn’t it apply here?

A non-delegable duty is one a premises owner keeps responsibility for even when it properly hires an independent contractor to do the work. The court held the jury instruction was erroneous because no association employee or independent contractor was shown to be negligent, and the doctrine cannot be stretched to make an association liable for a unit owner’s own alteration of a fixture the recorded Declaration made the owner responsible to maintain.

Case Dossier

This generated dossier mirrors the structured data surfaced on the OAH/ADRE case pages. It is added from the curated court-case record and the custom page source package, while the hand-authored analysis below remains intact.

Case Summary

Case ID / citationNo. 2 CA-CV 2019-0117 (Ariz. Ct. App. Oct. 30, 2020) (mem. decision)
Court / tribunalCourt of Appeals
Decision / key dateOctober 30, 2020
Judge / panelPhilip G. Espinosa (author), Sean E. Eppich (Presiding), Peter J. Eckerstrom
PartiesSurviving children of a deceased tenant (wrongful-death plaintiffs/appellees) v. the condominium unit owners’ association (defendant/appellant).
Governing law
Topics
procedurecc-and-rscovenants
Outcome / holding

The condominium association was entitled to judgment as a matter of law on the wrongful-death negligence claim. The plaintiffs presented no evidence that the association created the defective ceiling wiring, had actual or constructive notice of it, or was vicariously liable for another’s negligence. The trial court reversibly erred by admitting irrelevant and unfairly prejudicial testimony about unrelated kitchen code violations discovered only after the fire, and by giving an erroneous non-delegable-duty (Ft. Lowell) instruction, which together permitted the jury to hold the association to a standard approaching strict liability contrary to Arizona premises-liability law. Judgment vacated and remanded for entry of judgment in favor of the association.

Primary public sourceView source opinion/order

Parties, Court, and Research Coverage

Uploaded source package1 PDF
Step-by-step docket roadmap13 roadmap entries
Video overviewNo video embed currently configured
Study / briefing material1 section
FAQ / homeowner questions6 questions
Curated download aliases1 download link

Key Issues & Findings

Case Summary

West Frontier Condominiums HOA, Inc. is the unit owners’ association for the Frontier Condominiums in Payson, Arizona. In October 2005 the unit owners, David and Joan Levengood, rented their unit to Lynn Bergeson. In 2006, with the Levengoods’ permission but without notifying the association, Lynn replaced an overhead light fixture with a ceiling fan. In 2007 a smoldering fire ignited in the wiring above the fan, producing lethal levels of carbon monoxide that killed Lynn. Her surviving children, Christopher and Amy Bergeson, sued the Levengoods and the association for wrongful death, alleging the HOA had negligently failed to discover and repair faulty ceiling wiring. After the Court of Appeals twice reversed summary judgment for the association, a 2019 Gila County jury found for the Bergesons and apportioned seventy-five percent of the fault to West Frontier. The trial court denied the association’s renewed motion for judgment as a matter of law, and West Frontier appealed. Reviewing de novo, Division Two of the Court of Appeals held the association was entitled to judgment as a matter of law. The plaintiffs offered no evidence that the HOA created the wiring defect, actually knew of it, or had any reason to suspect it; the building’s electrical work had passed municipal inspection in 1984-85, years before the HOA incorporated in March 2007. The court further held the trial court reversibly erred by admitting irrelevant, unfairly prejudicial testimony about unrelated kitchen code violations discovered only after the fire, and by giving a non-delegable-duty instruction unsupported by the evidence. Together these errors effectively imposed a standard approaching strict liability. The judgment was vacated and remanded for entry of judgment in favor of the association.

Key Issues & Findings

Reviewing the denial of judgment as a matter of law de novo but in the light most favorable to the Bergesons, the court analyzed the negligence elements of duty, breach, and proximate cause. A premises owner is liable only for dangerous conditions it created, actually knew of, or should have discovered through reasonable care. On creation, the record showed the units were built in the mid-1980s and the electrical work passed Town of Payson inspection in 1984-85, before the HOA incorporated in 2007; the plaintiffs’ ‘mere continuation’ successor-liability theory under A.R. Teeters failed for lack of any evidence of an assumption of liabilities, and even a continuation would not have created the pre-existing defect. On notice, the court held the trial court abused its discretion by admitting testimony about kitchen code violations found only after the fire: that evidence was irrelevant under Rule 401/402 (one of the plaintiffs’ own experts conceded the kitchen defects had nothing to do with the fire), unrelated to the living-room ceiling wiring, and unfairly prejudicial because it let the jury infer notice the association never had. A duty to inspect arises only when there is ‘reason to suspect’ a defect (Piccola), and no prior similar incident supplied one. Finally, the non-delegable-duty instruction under Ft. Lowell and Restatement (Second) of Torts Section 422 was erroneous: it reached ‘third parties’ who were neither employees nor independent contractors, no association employee or contractor was shown to be negligent, and the doctrine cannot be stretched to make an association liable for a unit owner’s own alterations. Together the irrelevant evidence and the flawed instruction held the association to a near-strict-liability standard that Arizona law does not recognize.

Why It Matters

This decision illustrates that an Arizona condominium association is not an insurer of its members’ safety. Under the Arizona Condominium Act (A.R.S. Section 33-1247(A)) and Martinez v. Woodmar IV Condominiums Homeowners Ass’n, an association owes a duty of reasonable care to maintain the common elements, but ordinary premises-liability principles still require proof that the association created a dangerous condition, actually knew of it, or should have discovered it in the exercise of reasonable care. A duty to inspect arises only when the association has some reason to suspect a latent defect. The court refused to let a tragic outcome, standing alone, convert that reasonable-care standard into strict liability for a hidden wiring condition the association had no way to know about, especially where a unit owner altered a fixture without the notice or permission the recorded Declaration required.

Just as important, this is an unpublished memorandum decision. Under Ariz. R. Sup. Ct. 111(c) and Ariz. R. Civ. App. P. 28, it does not create legal precedent and may be cited only as authorized by rule; it is persuasive at most, not binding. It is useful as an educational illustration of how notice, relevance, and non-delegable-duty doctrines are applied to a condominium association, and of the practical value of the maintenance-and-alteration allocations in a condominium Declaration, but it should not be treated as a controlling statement of Arizona law. It also shows how evidentiary and jury-instruction errors can independently require reversal even after a jury verdict.

← Back to Court of Appeals cases

Facebook Comments Box