Owners' records suit against a Louisiana POA was revived — and the pleading is the lesson
Owners' records suit against a Louisiana POA was revived — and the pleading is the lesson
2026-09-10 · Louisiana · Courts
What happened. Three Eastover owners asked their property owners' association for a decade of contracts, minutes, bank statements, cancelled cheques and Zoom recordings. When they did not get all of it, they filed for mandamus. The result is a pleadings-stage decision that tells Louisiana owners exactly how to frame a records claim — and tells boards where the real exposure lies.
Sterling Doucette, David Nixon, and Leon Richard v. Eastover Property Owners' Association, Inc. and Eastover Neighborhood Improvement and Security District, No. 2024-CA-0585, Louisiana Court of Appeal, Fourth Circuit (Jenkins, J.; Lobrano, J., concurring in the result), decided May 22, 2025, with a limited rehearing decided June 17, 2025. Below: Civil District Court, Orleans Parish, No. 2023-13803, Div. “E”, judgment of May 31, 2024.
The posture, which limits what it decides
This is a ruling on peremptory exceptions of no cause of action and no right of action, plus the trial court's deferral of a fees-and-penalties ruling. Nothing was decided about whether the association actually withheld anything unlawfully. Disposition: affirmed in part, reversed in part, remanded. On rehearing: limited rehearing granted, relief denied, original opinion affirmed. The case went back to the district court and is presumptively still live. Whether a writ application followed is not established.1
Why the claim failed as pleaded
“We do not find that the plaintiffs' petition states a valid cause of action for violation of La. R.S. 12:223, as it is devoid of allegations indicating EPOA's refusal to allow the plaintiffs to examine the records.”
The statute is about examination. R.S. 12:223 provides that “[e]very shareholder and voting member may examine in person, or by agent or attorney, at any reasonable time, the records of the corporation.” A petition that pleads non-production of copies without pleading a refusal to allow examination is pleading the wrong thing.
And why it survived anyway
“However, we reverse the trial court's dismissal of these claims because the plaintiffs should be granted leave to file an amended petition to cure the grounds for EPOA's exception pursuant to La. C.C.P. art. 934.”
The teeth: R.S. 12:264
The reason a Louisiana records claim is worth pleading properly is the penalty provision that rides with it. R.S. 12:264(A) and (B) allow up to $100 per violation, and where refusal is in bad faith make the corporation “liable … to the extent of the costs and expenses of any proceeding necessary to enforce such inspection rights, and for any other damages actually sustained.”
“[A]ny other damages actually sustained” is open-ended, and it attaches to bad faith rather than to error. That is the exposure a board carries.
The finding that matters to a board
“It is undisputed that the defendants did not produce all the records requested by the plaintiffs, as there were outstanding meeting minutes, cancelled checks, and contracts, and ZOOM recordings for the meetings.”
Undisputed non-production, and the claim still failed at the pleadings stage on the way it was framed. Louisiana records litigation is won and lost on characterisation, not on whether documents were handed over.
The second remedy set, which most Louisiana associations do not have
Eastover is administered alongside a legislatively created body — the Eastover Neighborhood Improvement and Security District, created by R.S. 33:9091.21. That changes the analysis entirely, because a public body is subject to the Public Records Act.
The Fourth Circuit affirmed the denial of the district's exceptions and remanded for the trial court actually to rule on the R.S. 44:35 claim, noting that the owners “prevailed in their suit to enforce their request for public records from ENISD” — which under R.S. 44:35(D) bears on whether attorney fees are mandatory or discretionary.
So in a Louisiana community with an improvement, security or crime-prevention district layered over it, an owner may have two routes: the nonprofit corporation route against the association, and Public Records Act mandamus with fees and civil penalties against the district. Those are materially different remedy sets, and which applies depends on which entity holds the record.
How this fits the records regime that arrived in January 2026
This case was decided under Title 12. Since January 1, 2026 a Louisiana planned-community association also owes the statutory duty in R.S. 9:1141.36, which is structured differently: a duty to make records available for examination and copying to a lot owner, the owner's agent or a person with a valid contract of sale, subject to seven enumerated withholding grounds, a reasonable fee including for supervising the inspection, and no obligation “to compile or synthesize information.”
Two of the categories the Eastover owners asked for map directly onto that section's retention list: minutes, and contracts. Zoom recordings do not appear in it. An association that records its meetings is holding something the Planned Community Act does not require it to keep — and, once it exists, something an owner will ask for.
There is also a route that requires no request at all. R.S. 9:1141.26(B)(6) provides that where materials are distributed to the board before a meeting, “copies of those materials shall be reasonably available to lot owners, including by posting on the association's website,” excepting unapproved minutes and executive-session materials.
What a board can do
- Answer with a schedule, not a box. List what is produced, what is withheld and the ground for each — the withholding grounds in R.S. 9:1141.36(C) are all qualified by “to the extent that,” which points at redaction.
- Never simply stop responding. Bad faith is the trigger for damages under R.S. 12:264(B), and silence looks like bad faith.
- Decide the Zoom question in advance. If you record meetings, decide now whether recordings are association records and say so in the retention policy.
- Know whether a district sits over your community. If it does, some of what you hold may be public records with a different remedy attached.
- Post the board packet. It removes an entire category of request.
What to watch next
The remand, where the trial court has to rule on the Public Records Act claim and where an amended petition under article 934 will test whether the association in fact refused examination. And whether any Louisiana court construes R.S. 9:1141.36's seven withholding grounds — as of today, none has.
Related Louisiana HOA Topics
- Doucette v. Eastover Property Owners’ Ass’n, No. 2024-CA-0585 (La. App. 4 Cir. May 22, 2025) — slip opinion ↩
- Doucette v. Eastover Property Owners’ Ass’n — opinion on application for rehearing (June 17, 2025) ↩
- La. R.S. 9:1141.36 — Association records ↩
- La. R.S. 9:1141.26 — Meetings, including the pre-meeting materials rule ↩
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