Beverly Newton Wells v. Pall Spera

2023 VT 18, 293 A.3d 330
CourtSupreme Court of Vermont
DecidedMarch 17, 2023
Docket22-AP-178
StatusPublished
Cited by2 cases

This text of 2023 VT 18 (Beverly Newton Wells v. Pall Spera) is published on Counsel Stack Legal Research, covering Supreme Court of Vermont primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Beverly Newton Wells v. Pall Spera, 2023 VT 18, 293 A.3d 330 (Vt. 2023).

Opinion

NOTICE: This opinion is subject to motions for reargument under V.R.A.P. 40 as well as formal revision before publication in the Vermont Reports. Readers are requested to notify the Reporter of Decisions by email at: JUD.Reporter@vermont.gov or by mail at: Vermont Supreme Court, 109 State Street, Montpelier, Vermont 05609-0801, of any errors in order that corrections may be made before this opinion goes to press.

2023 VT 18

No. 22-AP-178

Beverly Newton Wells et al. Supreme Court

On Appeal from v. Superior Court, Lamoille Unit, Civil Division

Pall Spera January Term, 2023

David A. Barra, J.

Brice C. Simon of Breton & Simon, PLC, Stowe, for Plaintiffs-Appellants.

Wm. Andrew MacIlwaine and Lena M. Capps of Dinse P.C., Burlington, for Defendant-Appellee.

PRESENT: Reiber, C.J., Eaton, Carroll, Cohen and Waples, JJ.

¶ 1. CARROLL, J. Plaintiffs appeal a civil-division order assigning real property to

defendant in this partition action. We affirm.

I. Background

¶ 2. Plaintiffs Newton and Jason Wells, who are brothers,1 and Beverly Wells, their

mother, filed suit in September 2017 seeking to partition real property they held as tenants in

common with defendant Pall Spera in Stowe, Vermont. The court granted plaintiffs’ summary-

judgment motion on the question of whether they were entitled to partition as a matter of law, and

1 For ease of reference, we will refer only to Newton and Jason when using “plaintiffs” in the remainder of this opinion. issued an order of appointment of commissioners and order of reference by consent of the parties.

The order appointed three commissioners and directed them to determine whether the property

could be divided, assigned to one of the parties, or sold. They were ordered to determine the fair

market value of the property and each person’s equitable share. Neither party reserved the right

to object to the commissioners’ report.

¶ 3. The commissioners held a two-day evidentiary hearing in late July 2021. The

parties appeared and testified and put on evidence with the assistance of counsel. The

commissioners took the matter under advisement and submitted their decision and findings of fact

to the trial court in late March 2022. They found the following relevant facts.

¶ 4. The subject property is 0.39 acres and contains two buildings separated by a shared

driveway leading to a parking area in the rear of the lot. One structure is a 2400-square-foot family

home now operated as a short-term rental, and the other is a 1500-square-foot office building

leased by a limited liability company operated solely by defendant. Plaintiffs acquired their half-

interest in the property from their mother, and defendant his half-interest from plaintiffs’ uncle,

Robert Clarke Newton. In 2005, prior to plaintiffs’ acquisition of their half-interest in the property,

their mother and defendant signed a partnership agreement, which provided certain duties and

rights accruing to each owner, established accounting procedures to distribute profits and pay

expenses, and contained other provisions not relevant to this action.

¶ 5. Prior to 2017 and the initiation of the lawsuit, the house had fallen into significant

disrepair. In that year, following their acquisition of their mother’s half-interest, plaintiffs began

a significant reconstruction project on the house. Without first obtaining defendant’s consent and

eventually over his objection, plaintiffs ultimately spent $394,632.15 on labor and materials.

Plaintiffs prepared and submitted to the town an application to subdivide the property, but

defendant refused to sign it. The application did not proceed.

2 ¶ 6. Plaintiff Newton Wells, who was not a real estate broker and did not have

“specialized training” in Vermont real-estate matters, testified, in his capacity as an owner, that

the combined value of the property was $2,000,000. Defendant, a real-estate broker, testified that

the value of the property was $1,500,000, with one-third attributable to the office building and

two-thirds to the house.2 The commissioners credited defendant’s testimony. The commissioners

also found defendant to be credible in his testimony that the properties plaintiffs submitted for

value comparison were not useful for various reasons.

¶ 7. The property was presently nonconforming, and division would result in increased

nonconformity with respect to lot size and setback requirements. The commissioners found that

the probability of obtaining variances for the nonconformities from the Stowe Development

Review Board (DRB) was “unlikely at best.” Moreover, physical changes to the parking area

under separate ownership “would be a great inconvenience to the separate owners.”

¶ 8. Based on these findings, the commissioners concluded that physical division would

cause great inconvenience to the parties. Subdivision without zoning approval would likely render

the divided properties unmarketable, or would at least reduce their marketability, thereby

materially decreasing the combined value of the property as presently existing. Finding division

inequitable, the commissioners awarded defendant first right of assignment due to his ability to

buy out plaintiffs’ interest immediately, while plaintiffs required a loan to do so, and because

partition would constitute the dissolution of the partnership agreement, which defendant had

wished to continue. The commissioners found that the value of the combined property was

$1,500,000, and plaintiffs’ equitable interest was $947,316.08, which was equal to their half-

interest in the property of$750,000 plus half the reconstruction costs, which totaled $197,316.08.

2 Neither party obtained an appraisal. 3 ¶ 9. Plaintiffs filed a motion objecting to the report, citing Vermont Rule of Civil

Procedure 53(e)(2)(iii). They contended that the court should either reject the report for cause or

modify it to correct certain determinations plaintiffs alleged were clearly erroneous following an

additional evidentiary hearing. Plaintiffs’ main argument was that the commissioners exceeded

their mandate as provided by the order of reference in concluding that partition would result in

zoning violations, and the commissioners erred on that question as a matter of law. In the

alternative, they argued that the equities favored assigning the property to them. They contended

that the commissioners did not properly credit their sweat equity in determining their equitable

interest and challenged various findings as clearly erroneous.

¶ 10. The court denied the motion, including plaintiffs’ request for a hearing, and adopted

the report without qualification. It reasoned that plaintiffs had not reserved their right to object to

the report as required by the plain language of Civil Rule 53(e)(2)(iii). The court found that the

commissioners had acted within the scope of their mandate as described in the reference order and

the record supported their findings and conclusions, and separately entered final judgment. See

12 V.S.A. § 5172. This appeal followed.

¶ 11. Plaintiffs’ principal contention on appeal remains that the commissioners’

conclusions regarding potential zoning violations are mistaken as a matter of law and they assign

error to the trial court’s adoption of the commissioner’s report. In the alternative, plaintiffs contend

that the commissioners abused their discretion by awarding first right of assignment to defendant

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Bushee v. Bushee
Vermont Superior Court, 2025
Simeon Bruner v. Bradford Gee & Town of Chittenden
2023 VT 49 (Supreme Court of Vermont, 2023)

Cite This Page — Counsel Stack

Bluebook (online)
2023 VT 18, 293 A.3d 330, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beverly-newton-wells-v-pall-spera-vt-2023.