Barbara Lund and Westlake Assisted Living, L.L.C. v. Dennis Leibl and Annette Leibl

CourtCourt of Appeals of Texas
DecidedJuly 29, 1999
Docket03-99-00032-CV
StatusPublished

This text of Barbara Lund and Westlake Assisted Living, L.L.C. v. Dennis Leibl and Annette Leibl (Barbara Lund and Westlake Assisted Living, L.L.C. v. Dennis Leibl and Annette Leibl) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barbara Lund and Westlake Assisted Living, L.L.C. v. Dennis Leibl and Annette Leibl, (Tex. Ct. App. 1999).

Opinion

TEXAS COURT OF APPEALS, THIRD DISTRICT, AT AUSTIN




NO. 03-99-00032-CV

Barbara Lund and Westlake Assisted Living, L.L.C., Appellants


v.



Dennis Leibl and Annette Leibl, Appellees



FROM THE DISTRICT COURT OF TRAVIS COUNTY, 53RD JUDICIAL DISTRICT

NO. 98-08266, HONORABLE PAUL DAVIS, JUDGE PRESIDING

Appellants Barbara Lund and Westlake Assisted Living, L.L.C. (1) appeal from the trial court's grant of a temporary injunction halting all construction on WAL and prohibiting the use of the property as an assisted-living center. Appellants assert in six issues presented that: (1) the injunction violates the Fair Housing Amendments Act of 1988 ("FHAA"); (2) (2) the injunction prohibiting all construction on the property is impermissibly broad; (3) the injunction prohibiting any assisted-living center on the property is impermissibly broad; (4) the trial court erroneously shifted the burden of proof to appellants; (5) there is no evidence that the facility violates deed restrictions regarding appearance; and (6) the findings of fact are not supported by the evidence. We will affirm the order of the trial court.

BACKGROUND

Appellees Dennis and Annette Leibl and appellant Lund own two of the three lots in a subdivision outside the Austin city limits known as Bishop's Bend (the "Subdivision"). The use of property within the Subdivision is limited by several deed restrictions recorded in 1992. These deed restrictions provide, in relevant part:



2.15 Compliance with the Restrictions. Each Owner shall comply strictly with the provisions of the Restrictions as the same may be amended from time to time. Failure to comply with any of the Restrictions shall constitute a violation of this Declaration, and shall give rise to a cause of action to recover sums due for damages or injunctive relief or both.

. . . .

3.01 Residential Use. All Lots shall be improved and used solely for single family residential use, inclusive of a garage, fencing and such other Improvements as are necessary or customarily incident to residential use. Nothing in this Declaration is intended to prohibit servants or non-nuclear family members from occupying the Lot either on a temporary or permanent basis.

5.02 Amendment. . . . [T]his Declaration may be amended by unanimous written agreement of all Owners of the Lots within the Property. No amendment shall be effective until it has been recorded in the Real Property Records of Travis County, Texas.



(Emphasis added.) In addition, the deed restrictions stipulate that all homes in the Subdivision must comply with various building requirements, including dwelling size, masonry requirements, roofing materials, driveway, and landscaping requirements. The Leibls constructed a single-family home on their lot, where they currently reside. Lund, however, began construction on her lot of a multi-family assisted-living facility intended to provide long-term care for up to fifteen elderly persons.

On July 29, 1998, the Leibls filed a lawsuit against Lund and WAL seeking temporary and permanent injunctions prohibiting the construction and operation of WAL on the Lund lot, and a declaration that the deed restrictions were valid. Lund responded by filing a lawsuit in federal court, alleging that the Leibls' lawsuit seeking injunctive and declaratory relief illegally discriminated against the elderly, and thereby violated the FHAA. Lund also filed a general denial to the Leibls' petition in the state court action.

On December 15-16, 1998, the state trial court held an evidentiary hearing on the Leibls' request for a temporary injunction. At the evidentiary hearing, Lund testified that she had owned and managed several residential properties in the Austin area, and that she reviewed the deed restrictions before purchasing the property and was aware of their meaning. She also testified that she never consulted an attorney to determine the nature of the limitations placed by the single-family use restriction on her intent to build an assisted-living center. Lund never spoke to the Leibls about her intentions, (3) and did not seek an amendment to the deed restrictions. She began construction on the facility while the Leibls were out of town; therefore, the facility was substantially completed by the time the Leibls became aware of Lund's intentions and were able to file their application for injunction.

During the evidentiary hearing, Lund characterized the proposed residents as "elderly" and "not quite ready for a nursing home." She stated that her mother would likely be a resident, and that one of the reasons for selecting the property in the Subdivision was its proximity to her present home. Lund commented that, although her mother suffered from high blood pressure and did not see well, she still drove. Lund further testified that, although she did not have any formal training in long-term care for the elderly, she had done some preparatory research and had applied for a license from the State to operate WAL as a personal-care facility.

The Leibls offered expert testimony that WAL would negatively affect property values in the Subdivision and surrounding residential area. The Leibls' expert testified that after reviewing the relevant deed restrictions and Lund's site plan and as-built survey, he found WAL's construction to be incompatible with the deed restrictions in both use and appearance. As to appearance, the expert specifically found the 166-foot expanse visible from the Leibls' property to be inconsistent with surrounding properties. (4) After hearing the evidence, the trial court decided to grant the temporary injunction.

On January 11, 1999, the trial court held another hearing to determine the nature of the remedy to be provided. Lund argued that the FHAA "trumped" the single-family use deed restriction, and that the issuance of any injunction was therefore improper. The trial court asked for specific evidence that the proposed residents were handicapped. Lund offered evidence that the residents would be elderly and would require the type of care associated with advanced age, but offered no evidence that the residents were otherwise handicapped. Lund also offered, in the alternative, to move into the facility and utilize it as her personal residence. She argued that because the facility's construction was 80% complete, the trial court should allow her to complete construction. After this second hearing, the trial court signed the temporary injunction, which provides in relevant part:



The Defendant's failure to honor the applicable and valid Deed Restrictions has been ongoing since at least June, 1997 and will not cease without an order of this Court. It is therefore,



ORDERED, ADJUDGED and DECREED that Barbara Lund and Westlake Assisted Living, L.L.C. are enjoined from interfering with the Leibls' rights under the Deed Restrictions applicable to the Bishop's Bend Subdivision, Travis County, Texas; and it is further



ORDERED, ADJUDGED and DECREED that Barbara Lund and Westlake Assisted Living, L.L.C. are hereby enjoined from continuing construction of the Westlake Assisted Living Facility at 4100 Westlake Drive, Travis County, Texas; and it is further



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Barbara Lund and Westlake Assisted Living, L.L.C. v. Dennis Leibl and Annette Leibl, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barbara-lund-and-westlake-assisted-living-llc-v-de-texapp-1999.