William M. Brown v. Terravita Country Club: When an Arizona HOA Records Win Moves to Superior Court

Arizona HOA Records • A.R.S. § 33-1805 • Superior Court Enforcement

Brown shows what can happen after a homeowner wins an Arizona HOA records case at ADRE/OAH and then asks the Superior Court to enforce the order: the court can narrow the dispute to exactly what remains missing, treat later production as compliance, and still deny the association fees.

Last updated May 16, 2026. Case: William M. Brown v. Terravita Country Club, Inc., et al., Maricopa County Superior Court No. CV2017-055475; final minute entry June 4, 2018; Hon. John R. Hannah Jr.

Scope note: This page covers a Maricopa County Superior Court enforcement case tied to Arizona planned-community records requests under A.R.S. § 33-1805. It is a trial-court record, not a published appellate precedent. It is educational and is not legal advice.

The rule in one sentence

Winning an Arizona HOA records order at ADRE/OAH may create a path to Superior Court enforcement, but the court can require a precise missing-records showing and may dismiss the enforcement request if later productions satisfy the administrative order.

Case snapshot

Case name

William M. Brown v. Terravita Country Club, Inc., et al.

Court and docket

Maricopa County Superior Court No. CV2017-055475.

Final order

June 4, 2018 minute entry by Hon. John R. Hannah Jr.

Core statute

A.R.S. § 33-1805, Arizona planned-community association records.

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 / citationCV2017-055475
Court / tribunalSuperior Court
Decision / key dateJune 4, 2018
Judge / panelHon. John R. Hannah Jr.
PartiesA homeowner asked the Maricopa County Superior Court to enforce an ADRE/OAH records-order win against Terravita Country Club, Inc. and related defendants.
Governing law
Topics
Records RequestsProcedureBoard GovernanceAttorney Fees
Outcome / holding

The superior court found Terravita had complied with the administrative records order, dismissed the application for an order to show cause with prejudice, and denied the defendants’ request for fees and costs.

Primary public sourceView source opinion/order

Parties, Court, and Research Coverage

Uploaded source package51 PDFs, 3 other source files
Step-by-step docket roadmap21 roadmap entries
Video overviewWilliam M. Brown v. Terravita Country Club, Inc.
Study / briefing material1 section
FAQ / homeowner questions5 questions
Curated download aliases3 download links

Key Issues & Findings

Case Summary

William M. Brown filed a Maricopa County Superior Court action after winning an administrative records-request order against Terravita Country Club, Inc. The case asked the court to force compliance with an ADRE/OAH order arising from A.R.S. § 33-1805. The court first required Brown to identify exactly what remained unproduced, then reviewed the later production history. On January 31, 2018, the court dismissed the individual board-director defendants and the attorney defendants, and denied transfer of a related civil case. On June 4, 2018, the court found Terravita had complied with the administrative order, dismissed the order-to-show-cause application with prejudice, and denied defendants’ fees and costs.

Key Issues & Findings

Judge Hannah focused the enforcement case on what the administrative order required and what remained missing. After the October 27, 2017 status conference, Brown was ordered to specify precisely which records he still claimed had not been produced and why the omission violated the administrative law judge’s order. The court later concluded that the October 27 production, earlier production at the time of the July ALJ order, and information forwarded through Terravita’s attorney together supplied a complete and coherent response. The court also ruled that the director defendants did not owe fiduciary duties directly to Brown individually, and that the attorney defendants were not liable where the complaint did not allege wrongdoing or a duty to Brown as an opposing party.

Why It Matters

The case is a practical example of both the power and limits of taking an Arizona HOA records win from ADRE/OAH into superior court. A homeowner can seek judicial enforcement after an association loses an A.R.S. § 33-1805 records case, but the court may require a precise missing-records showing and may treat later production as compliance. The case also warns against overnaming individual directors and opposing counsel unless the pleadings identify a viable duty and conduct. For boards, the fee ruling is also notable: even after dismissal, the court declined fees because some responsive documents may have been produced only after suit was filed.

Case Participants

Petitioner Side

  • William M. Brown (Plaintiff)
    Homeowner who sought Superior Court enforcement of the records order.

Respondent Side

  • Terravita Country Club, Inc. (Defendant)
    Association party in Brown’s Superior Court enforcement action.
  • Joshua M. Bolen (Counsel)
    Terravita Country Club
    Appeared for Terravita at the order-to-show-cause hearing.

Neutral Parties

  • John R. Hannah Jr. (Judge)
    Superior Court judge presiding over the enforcement case.

Why this case matters

Brown is useful because it shows the second stage of an Arizona HOA records fight. The homeowner had already won administrative relief in an ADRE/OAH records case. The Superior Court case was about enforcing that win after Brown alleged Terravita had not fully complied.

The case did not end with new penalties against the association. It ended with a compliance finding for Terravita, dismissal of the order-to-show-cause application with prejudice, and denial of the defendants’ request for fees and costs.

That mix is the practical lesson. A records requester may be able to use court enforcement, but the court will focus on the exact production gap, the actual production history, and whether later disclosure cured the alleged noncompliance.

Video overview of the ruling

An AI-generated video overview of William M. Brown v. Terravita Country Club, Inc. (CV2017-055475). HOA compliance with an administrative records order defeated contempt and private enforcement relief. This plain-language summary was generated from the court’s filings; the court’s own ruling controls.

Listen: audio deep dive on the ruling

An AI-generated audio deep dive walking through the court’s reasoning and disposition in William M. Brown v. Terravita Country Club, Inc.. Generated from the case filings; verify against the linked ruling below.

Audio overview generated with Google NotebookLM from the case’s court filings.

What Judge Hannah decided

1. Terravita complied with the administrative order

The court found the October 27, 2017 production, earlier production around the July ALJ order, and information forwarded through defense counsel together provided a complete and coherent response.

2. The order-to-show-cause application was dismissed

The court dismissed Brown’s application for an order to show cause with prejudice and entered judgment under Arizona Rule of Civil Procedure 54(c).

3. Director defendants were dismissed

The court ruled that fiduciary duties of HOA directors are owed to the HOA, not directly to an individual member such as Brown.

4. Attorney defendants were dismissed

The court ruled the complaint did not state a claim against the law firm or lawyers, and noted that lawyers ordinarily owe no duty to an opposing party.

5. Transfer of a related case was denied

The court denied Brown’s request to transfer related civil case CV2017-013317 to Judge Hannah.

6. Defendants did not recover fees

Even though the case was dismissed, the court denied fees and costs, noting the association arguably did not produce some responsive documents until after suit was filed.

For homeowners: using a records-order win in court

Brown shows that a homeowner can move from an ADRE/OAH records win into Superior Court enforcement, but the court may narrow the case to a document-by-document compliance question.

The strongest enforcement record identifies the administrative order, lists each still-missing record, explains why the order required that record, and tracks later production. Broad frustration with the association is less useful than a precise missing-records chart.

Suggested records-enforcement workflow

  1. Start with the ADRE/OAH order. Identify exactly what the administrative decision required the association to produce or do.
  2. Build a missing-records chart. List each requested record, what was produced, what remains missing, and why it matters under A.R.S. § 33-1805.
  3. Track later production. If the association produces records after suit is filed, update the chart rather than relying on the original gap alone.
  4. Name defendants carefully. Brown shows risk in naming individual directors or opposing counsel without a viable duty and conduct theory.

For associations and managers: compliance proof matters

Do this
  • Track each records request against each production batch.
  • Document when records were sent, by whom, and in what form.
  • Preserve explanations when a requested record does not exist or is withheld under a claimed exception.
  • Resolve compliance gaps early instead of waiting for an enforcement hearing.
Avoid this
  • Do not rely on general statements that all records were produced.
  • Do not ignore an ADRE/OAH records order after a homeowner wins administratively.
  • Do not assume late production eliminates all fee or litigation risk.
  • Do not let attorney communications obscure the basic production timeline.

How the case got to Superior Court

The Superior Court case grew out of Brown’s earlier ADRE/OAH records disputes against Terravita. In 17F-H1716005-REL, the administrative tribunal found Terravita failed to timely fulfill a records request under A.R.S. § 33-1805 and ordered compliance plus a $500 filing-fee refund. In 17F-H1717032-REL, Brown won another records-access ruling after Terravita argued the pending-litigation exception barred disclosure.

Brown then filed this Superior Court case to enforce the administrative order. The complaint named Terravita, several directors, the association law firm, and individual lawyers. The case quickly narrowed into two tracks: whether Terravita had complied with the records order, and whether the individual defendants belonged in the case at all.

At the October 27, 2017 status conference, Judge Hannah required Brown to specify precisely what records were still missing and why the failure to produce them violated the administrative order. That order became the organizing point for the rest of the case.

The records issue the court narrowed

By late October 2017, the court was no longer treating the dispute as a broad grievance about Terravita’s conduct. Judge Hannah required a document-by-document showing of what remained missing from the administrative order.

The later briefing focused on specific insurance and billing-related information tied to prior litigation, including whether certain legal fees and related expenses were covered by insurance and whether insurer communications or payments existed. Terravita responded that the responsive documents and information had been provided through the October 27 production, prior production, and counsel communications.

The final minute entry accepted Terravita’s compliance position. The court did not make a broad finding that every earlier response had been ideal; instead, it found Brown had not made a colorable showing that additional responsive information was likely to exist.

Practical lessons from the case

For homeowners enforcing records orders
  • Preserve the administrative order. The court will want to know exactly what the ALJ or agency ordered the association to produce.
  • Build a missing-records chart. Track each requested record, what was produced, when it was produced, and why anything still missing falls within the order.
  • Expect later production to matter. If the association produces records after suit is filed, the court may treat that production as compliance even if the timing was disputed.
  • Be cautious about individual defendants. Claims against directors or opposing counsel need a specific duty and specific conduct, not just their involvement in the association dispute.
For boards, managers, and counsel
  • Respond within the A.R.S. § 33-1805 deadline. The statute gives ten business days to fulfill examination requests and ten business days to provide requested copies.
  • Document every production. Keep a clean production log showing date, records produced, withheld categories, redactions, and transmission method.
  • Do not rely on vague compliance claims. A later court may need to see how each records category was answered.
  • Fee recovery is not automatic. Even after dismissal, the court denied fees where some production arguably came only after the lawsuit began.

What this case does not mean

Brown does not eliminate the administrative records remedy. The related OAH cases still show that a homeowner can prevail when an association fails to timely provide records under A.R.S. § 33-1805.

It also does not say an association may wait until a lawsuit is filed to produce records without consequence. The court denied Terravita’s fee request partly because some responsive documents arguably came after suit was filed. The narrower point is that by the time of the final ruling, the court believed the administrative order had been satisfied.

Finally, this is not a published appellate rule. It is a useful trial-court roadmap for how one Superior Court judge handled enforcement of an HOA records order on a developed production record.

Filing roadmap and PDF downloads

The raw docket package below was renamed from opaque court-download filenames into date-and-title filenames. Duplicate docket downloads are preserved and labeled rather than deleted.

Step 1 September 5, 2017

Complaint and opening order-to-show-cause package

Filed by: William M. Brown

Brown opened the superior-court enforcement case, asking the court to enforce the ADRE/OAH records order.

Step 5 October 6-16, 2017
Step 17 December 11-20, 2017

Continuance, address, and motion-to-strike filings

Filed by: William M. Brown / Defendants

The file shifted into continuance and stay-related requests before the final compliance ruling.

Step 19 January 31, 2018

Attorney defendants dismissed

Filed by: Court

The court ruled the complaint did not state a claim against the law firm or lawyers and noted lawyers ordinarily owe no duty to an opposing party.

Step 21 June 4, 2018

Final minute entry: order-to-show-cause application dismissed

Filed by: Court

The court found Terravita had complied with the administrative order, dismissed the application with prejudice, denied fees and costs, and entered Rule 54(c) judgment.

Complete uploaded source-document index

This index is generated from every public-facing source file currently present in assets/court_case_downloads/william-m-brown-v-terravita-country-club/raw/: 51 PDFs, 3 other source files. 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 3 2017-09-05

Civil Cover Sheet

Type: Court/source PDF

Court intake document classifying the case for filing and assignment purposes.

Source 6 2017-09-06

Rule 42 1 Change Of Judge

Type: Court/source PDF

Uploaded source file in the case record; read it in sequence with the surrounding filings to follow the procedure.

Source 8 2017-09-08

Case Reassignment To Judge Hannah

Type: Court/source PDF

Uploaded source file in the case record; read it in sequence with the surrounding filings to follow the procedure.

Source 15 2017-10-06

Return Of Service Paul Tolk

Type: Procedural/service filing

Proof-of-service material; check it to understand who was served and when deadlines started.

Source 16 2017-10-06

Return Of Service William Greig

Type: Procedural/service filing

Proof-of-service material; check it to understand who was served and when deadlines started.

Source 19 2017-10-11

Return Of Service Anjali Patel

Type: Procedural/service filing

Proof-of-service material; check it to understand who was served and when deadlines started.

Source 27 2017-10-18

Status Conference Minute Entry

Type: Court order/minute entry

Court or agency order; this is usually the document that tells readers what changed next.

Source 43 2017-12-11

Plaintiff Motion To Continue

Type: Motion/application

A request for a specific ruling or procedural action; the next document is often a response or order.

Source 44 2017-12-13

Notice Of Address Change

Type: Procedural/service filing

Procedural filing that documents service, appearance, compliance, or a required notice step.

Source 51 No docket date in filename

AI Audio The 237 Check That Paralyzed An HOA

Type: AI-generated media review asset

AI-generated review material from the upload. Use it only for orientation; verify any legal claim against the linked court filings and orders.

Source 52 No docket date in filename

AI Analysis Anatomy Of A Civil Escalation

Type: AI-generated review PDF

AI-generated review material from the upload. Use it only for orientation; verify any legal claim against the linked court filings and orders.

Source 53 No docket date in filename

AI Filing Table CV 2017 055475

Type: AI-generated source table

AI-generated review material from the upload. Use it only for orientation; verify any legal claim against the linked court filings and orders.

Download source file
Source 54 No docket date in filename

AI Generated Case Timeline Graphic

Type: Source image/graphic

AI-generated review material from the upload. Use it only for orientation; verify any legal claim against the linked court filings and orders.

Frequently asked questions

Did Brown win this Superior Court case?

No. The June 4, 2018 minute entry found Terravita had complied with the administrative order and dismissed the application for an order to show cause with prejudice.

Did Brown win the related administrative records cases?

Yes. The related OAH/ADRE records matters 17F-H1716005-REL and 17F-H1717032-REL were homeowner wins under A.R.S. § 33-1805.

Why were the individual directors dismissed?

The court ruled that fiduciary duties of HOA directors are owed to the HOA, not directly to an individual member such as Brown.

Why were the attorney defendants dismissed?

The court ruled the complaint did not state a claim against the law firm or lawyers and noted that lawyers ordinarily owe no duty to an opposing party.

Did the association recover attorney fees?

No. The court denied the defendants’ request for attorney fees and costs even though it dismissed the application, noting the timing of some responsive document production.

Primary sources

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