Bjork v. Draper

886 N.E.2d 563, 381 Ill. App. 3d 528
CourtAppellate Court of Illinois
DecidedApril 25, 2008
Docket2-06-1145
StatusPublished
Cited by18 cases

This text of 886 N.E.2d 563 (Bjork v. Draper) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bjork v. Draper, 886 N.E.2d 563, 381 Ill. App. 3d 528 (Ill. Ct. App. 2008).

Opinion

JUSTICE GILLERAN JOHNSON

delivered the opinion of the court:

The instant controversy arises from a dispute between the plaintiffs, John and Stephanie Bjork, and their neighbors, the defendants John and Liz Draper, as to whether a conservation easement on the Drapers’ property could be amended. The defendant Lake Forest Open Lands Association (the Association) is in charge of managing the conservation easement. The Association allowed the Drapers to amend the easement on three occasions. The trial court ruled that, as a matter of law, the conservation easement could be amended. Following a bench trial, the trial court determined that the first two amendments to the easement were proper but that the third amendment was not. The Bjorks filed a notice of appeal, contending that the trial court erred in determining that the conservation easement could be amended. The defendants filed a cross-appeal, asserting that the trial court erred in determining that the entire third amendment was invalid. We affirm in part, reverse in part, and remand for additional proceedings.

I. Background

On December 30, 1998, J. Douglas Gray and Karen Z. Gray of 1240 North Sheridan Road in Lake Forest made a grant of a conservation right and easement in favor of the Association. This easement was granted pursuant to the provisions of the Real Property Conservation Rights Act (Act) (765 ILCS 120/0.01 et seq. (West 1998)). The Act pertains to preserving property that has some significant natural, historic, architectural, cultural, or scenic feature. 765 ILCS 120/1 (West 1998); see also G. Covington, Conservation Easements: A Win! Win for Preservationists and Real Estate Owners, 84 Ill. B.J. 628, 628 (1996). The Internal Revenue Code (Code) provides that conservation easements are tax deductible if they meet certain requirements in the Code or in regulations. 26 U.S.C. §170(a)(l) (2000). Under sections 170(f)(3)(B)(iii) and 170(h) of the Code, a person who contributes a “qualified real property interest” to a “qualified organization” exclusively for a “conservation purpose” can claim an income tax charitable deduction to the extent of the value contributed. 26 U.S.C. §§170(f)(3)(B)(iii), (h) (2000); see 84 Ill. B.J. at 629. A “qualified real property interest” is defined by the Code as being “a restriction granted in perpetuity on the use which may be made of the real properly.” (Emphasis omitted.) 26 U.S.C. §170(h)(2)(c) (2000); see 84 Ill. B.J. at 629.

The Grays’ property is located in the Lake Forest Historic District, which is listed on the National Register of Historic Places in recognition of its exceptionally well-preserved buildings and sites of architectural, cultural, and historic significance. The easement provided that the Grays’ property consisted of two lots. On lot 1 is a house known as the “Kerrigan House,” which is reportedly the oldest house in the Lake Forest Historic District. Lot 2 is approximately 25,000 square feet in size and is adjacent to and part of the landscaped grounds of the historic house. The easement set forth that the preservation of the open and landscaped grounds adjacent to the Kerrigan House contributes greatly to the appearance of the Kerrigan House and the public enjoyment of the Lake Forest Historic District. The easement further provided that the property is located on and visible from Sheridan Road, a public road that forms part of the system of scenic roadways circling Lake Michigan, known as the “Lake Michigan Circle Tour.”

The easement indicated that, by providing to the Association an easement on lot 2 the Grays sought to achieve certain conservation purposes, including the preservation of the conservation values of the property by continuing land-use patterns existing at the time of the grant and, in general, by preserving the lawn and landscaped grounds surrounding the Kerrigan House as well as a significant parcel of open space along Sheridan Road. The easement additionally stated that the Association agreed to accept the grant to honor the intentions of the Grays and to endeavor to preserve and protect in perpetuity the conservation values of lot 2 for the benefit of the present and future generations.

The easement further set forth the following terms, which are pertinent to this appeal:

“1. Purpose. It is the purpose of this Easement to assure that the Property will be retained forever predominantly in its scenic and open space condition, as lawn and landscaped grounds.
2. Rights of Grantee. To accomplish the purpose of this Easement the following rights are conveyed to the Grantee by this Easement:
(a) To take such actions as are reasonably necessary and consistent with the terms of this Easement to preserve and protect the conservation values of the Property;
(c) To view the property in its scenic and open condition at ground level from publicly-accessible land adjacent to the Property;
# * #
3. Prohibited Uses. Any activity on or use of the Property inconsistent with the purpose of this Easement is prohibited. Without limiting the generality of the foregoing, the following activities on and uses of the Property are expressly prohibited:
(a) The placement or construction of any buildings whatsoever, or other structures or improvements of any kind *** except that the existing driveways serving said Lot 1 and the existing encroachment of the Kerrigan House onto the Property may continue;
í£ í-í í-í
4. Development Rights. To the extent that Grantors own or are entitled to development rights which may exist now or at some time hereafter by reason of the fact that under any applicable zoning or similar ordinance the Property may be developed to a use more intensive *** than the Property is devoted as of the date hereof, such development rights shall not be exercisable on, above, or below the Property, nor shall they be transferred to any adjacent parcel and exercised in a manner that would interfere with the preservation and conservation purposes of this Easement. Notwithstanding the foregoing, *** the owner of said Lot 1 may include the area of the Property along with the area of said Lot 1, but only to the extent that inclusion of the area of the Property will permit the construction of an additional one thousand five hundred (1,500) square feet of building floor area on said Lot 1.
#
7. Grantee’s Discretion.

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Cite This Page — Counsel Stack

Bluebook (online)
886 N.E.2d 563, 381 Ill. App. 3d 528, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bjork-v-draper-illappct-2008.