Blazer v. Wall

2008 MT 145, 183 P.3d 84, 343 Mont. 173, 2008 Mont. LEXIS 224
Montana Supreme Court·Decided April 29, 2008·No. 05-386·Published·Cited by 55 cases

Opinions

JUSTICE NELSON

delivered the Opinion of the Court.

¶1 Lyle Wall, as trustee of the Sugar Shack Land Trust, Elaine Comfort-Waldher, and Kevin Waldher (collectively, “the Waldhers”) appeal from the final judgment entered by the District Court for the Eleventh Judicial District, Flathead County, in favor of Harry Blazer. We reverse.

[176] BACKGROUND

I. The Properties

¶2 The properties at issue in this case are located along Whitefish Stage Road between Kalispell and Whitefish, Montana. They formerly were part of a larger parcel of land purchased by Jack L. Davis and James McCready in 1972. In 1979, Davis and McCready subdivided a portion of the land into seven tracts as described and depicted on Certificate of Survey No. 4446 (“COS 4446”), which was filed January 12,1979, as Instrument No. 620, records of Flathead County, Montana. Davis assumed ownership of the two westernmost tracts (Tracts 1 and 4), and McCready assumed ownership of the remaining five tracts. An excerpt of COS 4446, depicting Tracts 1, 2, 3, and 4, is attached as an appendix to this Opinion.

¶3 Tract 1 lies directly north of Tract 4. A dotted line is depicted on COS 4446 30 feet south of the northern boundary of Tract 1 and running parallel thereto. Thirty feet from the western boundary of Tract 1, the dotted line turns south and runs parallel to the western boundaries of Tracts 1 and 4. The dotted line continues to a point 30 feet south of Tract 4 and then turns west. The area between the dotted line and the aforementioned boundaries of Tracts 1 and 4 is labeled “30' EASEMENT ROAD.”

¶4 The seven tracts and the dotted line depicted on COS 4446 are arranged as follows (not to scale):

[[Image here]]

¶5 Historically, Davis used the 30-foot-wide strip of land as a farming road for accessing the western part of Tract 4 and other property he owned to the south and west of Tract 4. He preferred this route due to the sandy soil and steep grade of Tract 4. However, the historical road has since become overgrown. The portion of the road traversing Tract 4 is presently being farmed; and, with a number of exceptions noted below, the portion of the road traversing Tract 1 has pine trees and [177] grass growing on it.

II. The Conveyances

¶6 In October 1987, Davis conveyed Tract 1 of COS 4446 to Robert H. and Connie L. Lockman. The face of the Davis-Lockman deed contains the following description of the real property being conveyed:

A tract of land located in Government Lot 4, Section 33, Township 30 North, Range 21 West, Principal Meridian, Montana, Flathead County, Montana, and more particularly described as follows: [Description in metes and bounds.]
Tract 1 of Certificate of Survey No. 4446.
SUBJECT TO 30 foot road easement as shown on Certificate of Survey No. 4446, records of Flathead County, Montana.

No other property and no explicit reservations are recited in the deed.

¶7 Through a series of subsequent conveyances, title to Tract 1 passed to Elaine Comfort-Waldher in April 1999 and, ultimately, to Lyle Wall, as trustee of the Sugar Shack Land Trust, in April 2001.1 All of the deeds in these conveyances refer to “Tract 1 of Certificate of Survey No. 4446.” The Waldhers, whose living trusts are the beneficiaries of the Sugar Shack Land Trust, have resided on Tract 1 since 1999.

¶8 In March 1989, Davis conveyed Tract 4 of COS 4446 to Ronald E. and Lavera M. Foster. In May 2003, the Fosters conveyed the western five acres of Tract 4 to Blazer in exchange for five acres owned by Blazer to the south of Tract 4. Both the Davis-Foster deed and the Foster-Blazer deed refer to COS 4446.

¶9 Davis also owned property located to the south and west of, and contiguous to, Tract 4. This “southwest property” is not depicted or identified on COS 4446. Davis conveyed the southwest property to Blazer in August 1989. The Davis-Blazer deed refers to Certificate of Survey No. 4268 and Certificate of Survey No. 2078.

¶10 The properties purchased by Blazer from Davis and the Fosters are arranged as follows (not to scale):

[178] [[Image here]]

III. The Instant Action

¶11 Shortly after purchasing Tract 1 in 1999, the Waldhers placed a manufactured home near the southwest comer of the property. Then, over the next two years, they constructed a large metal shop and two retaining walls just west of their home. They also built a gravel driveway from Whitefish Stage Road to their home and shop. (The course of this driveway roughly tracks the dotted line depicted on [179] Tract 1 of COS 4446.) According to a December 2003 encroachment survey prepared at Blazer’s request, both of the retaining walls and approximately half of the shop, as well as an electric transformer and a propane tank, lie within the 30-foot-wide strip of land along the western boundary of Tract 1.

¶12 Blazer initiated the instant action on September 23,2003, seeking a declaration that he has an express easement for ingress and egress purposes along the northern and western boundaries of Tract 1. He also requested an injunction requiring the Waldhers to remove all obstructions interfering with his use of the easement. The Waldhers answered the complaint and denied that such an easement exists. They also raised estoppel, waiver, statute of limitations, laches, acquiescence, and unclean hands as defenses, alleging that Blazer and his predecessors in interest (the Fosters) had watched and observed the construction of the shop in the vicinity of the alleged easement. Finally, the Waldhers asserted a counterclaim based on adverse possession.

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Blazer v. Wall, 2008 MT 145, 183 P.3d 84, 343 Mont. 173, 2008 Mont. LEXIS 224 (Mo. 2008).

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