Brett T. Cooke, as Trustee for the Brett T. Cooke Revocable Trust v. Thomas E. Morrison, Jr., and Kathy R. Morrison

CourtCourt of Appeals of Texas
DecidedJune 25, 2013
Docket01-11-00699-CV
StatusPublished

This text of Brett T. Cooke, as Trustee for the Brett T. Cooke Revocable Trust v. Thomas E. Morrison, Jr., and Kathy R. Morrison (Brett T. Cooke, as Trustee for the Brett T. Cooke Revocable Trust v. Thomas E. Morrison, Jr., and Kathy R. Morrison) 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
Brett T. Cooke, as Trustee for the Brett T. Cooke Revocable Trust v. Thomas E. Morrison, Jr., and Kathy R. Morrison, (Tex. Ct. App. 2013).

Opinion

Opinion issued May 14, 2013

In The

Court of Appeals For The

First District of Texas ———————————— NO. 01-11-00699-CV ——————————— BRETT T. COOKE, AS TRUSTEE FOR THE BRETT T. COOKE REVOCABLE TRUST, Appellant V. THOMAS E. MORRISON, JR. AND KATHY R. MORRISON, Appellees

&

THOMAS E. MORRISON, JR. AND KATHY R. MORRISON, Appellants

V. BRETT T. COOKE, AS TRUSTEE FOR THE BRETT T. COOKE REVOCABLE TRUST, Appellee

On Appeal from the 270th District Court Harris County, Texas Trial Court Case No. 2007-45864 OPINION

Spurred by a property dispute with neighboring landowners, Brett T. Cooke,

as trustee of The Brett T. Cooke Revocable Living Trust, filed a trespass to try title

suit against the Thomas E. and Kathy R. Morrison in order to (1) adjudicate title to

a narrow strip of land, and (2) determine whether the Trust had acquired either title

to, or an easement for, the portion of the roof eaves that extend over the Morrisons’

property, and the portion of Cooke/Trust’s sewer line buried under the Morrisons’

backyard. The Morrisons counterclaimed against the Trust and filed a third-party

action against Cooke, individually, seeking a declaratory judgment and removal of

the eaves and sewer line as encroachments violative of the restrictive covenants.

After a bench trial, the court’s final judgment adjudicated the location of the

property line and ordered the Trust to remove the offending eaves and sewer line.

Cooke, the Trust, and the Morrisons all challenge various aspects of the final

judgment.

We reverse those portions of the trial court’s judgment that (1) order the

Trust “take nothing” on its claims, (2) declare the roof eaves and sewer line as

encroachments upon the Morrisons’ property in violation of the restrictive

covenants, (3) require removal of the portions of the eaves and sewer line from the

Morrisons’ property, and (3) award attorney’s fees and costs to the Morrisons.

2 We render judgment that (1) the Trust holds title to the .2 foot strip of land

immediately to the west of the southwestern wall of the Cooke/Trust house on Lot

2, as depicted on the Weisser Survey, (2) the Trust has a prescriptive easement

both for the sewer line that services the Cooke/Trust house on Lot 2 and runs

buried beneath the Morrisons’ property, and for those portions of roof eaves that

overhang the Morrisons’ property and (3) the Trust has an easement by necessity

upon the Morrisons’ property for the repair and maintenance of the exterior of the

home on the Trust’s property (including the roof and eaves) and the sewer line

serving the Trust’s property, and (4) the Morrisons take nothing on their claims.

We also remand the case to the trial court for the limited purpose of (1)

determining the scope and specific location of the Trust’s prescriptive easement

and easement by necessity across the Morrisons’ property, and (2) entering a valid

judgment conveying said easements to the Trust in accordance with this May 7,

2013 memorandum opinion.

Background

From November 1997 to July 2008, Cooke and the Morrisons were next-

door neighbors. Cooke resided on lot 2 of block 5 of Pines of Atascocita Section 2

(“Lot 2”) that was owned by the Trust, and the Morrisons owned and resided on lot

1 of block 5 of Pines of Atascocita Section 2 (“Lot 1”).

3 Previously owned by Gibraltar Savings Association, as successor-in-interest

to ELRO-Atascocita, Inc. (the developer), both Lots are subject to restrictive

covenants governing building location and require approval of building plans by an

architectural control committee. Gibraltar deeded the lots to J. Stiles, Inc., the

builder, on July 22, 1981, and both homes were substantially completed by the

following November.

The Morrisons purchased their home on Lot 1 from builder Stiles, Inc. on

December 30, 1981, and have lived there since. On July 22, 1982, Stiles, Inc.

deeded Lot 2 to Dudley W. Stiles, who then deeded the property to Jackson C. and

Terri Lee Taylor on March 30, 1983. On January 13, 1986, the Taylors deeded Lot

2 to Cooke’s grandparents, Thomas W. and Osie M. Cooke. On April 7, 1995,

Thomas and Osie Cooke transferred Lot 2 to the Cooke Family Living Trust, with

Thomas Cooke as trustee. After Thomas and Osie Cooke passed away, the Cooke

Family Living Trust deeded Lot 2 by recorded General Warranty Deed dated

November 19, 1997, to the Brett T. Cooke Revocable Living Trust dated August

29, 1995. Both the April 7, 1985 deed and the November 19, 1997 deed were

recorded on December 2, 1997. All of the Lot 2 deeds include a habendum clause

which purports to convey Lot 2, “together with all and singular the rights and

appurtenances thereto in anywise belonging.”

4 The house on Lot 2 is positioned such that its southwest exterior wall is

close to the property line it shares with Lot 1—the parties dispute whether the

house is actually on the line or two-tenths of a foot east of the line. The roof eaves

of this southwestern part of the house on Lot 2 extend 1.5 feet beyond the exterior

brick wall. Further, Stiles, Inc. plumbed the sewer line for the house on Lot 2 to

exit the house on the southwest side, run under the backyard of Lot 1, and

ultimately tie in to utility-owned piping in the utility easement at the rear of Lot 1.

The sewer line includes a clean-out fitting located on Lot 1 about two feet from the

southwest exterior brick wall of the Lot 2 house and protrudes about five inches

above the ground. There is no recorded easement for the eaves or sewer line.

After several disputes over yard maintenance, Cooke, as trustee on behalf of

the Trust, filed a trespass to try title suit against the Morrisons, who

counterclaimed and filed a third-party petition against Cooke, individually.

The Morrisons also alleged various tort claims against both the Trust and

Cooke (i.e., trespass to real property, negligence) and sought attorney’s fees and

exemplary damages from both the Trust and Cooke, pursuant to the Declaratory

Judgment Act (fees), section 5.006 of the Property Code (fees), “Attorney-Fees-

As-Damages-Theory” (fees), section 16.034 of the Civil Practice and Remedies

Code (fees), and chapter 41 of the Civil Practice and Remedies Code (exemplary

damages).

5 The first bench trial, held July 13, 2009, resulted in a “take-nothing”

judgment for both parties. The trial court granted a motion for new trial, which

was tried to the court on September 27, 2010.

The second trial’s first witness was court-appointed surveyor, Walter Sass,

who testified that his June 2010 survey1 found the disputed property line runs

parallel to the southwestern wall of the Lot 2 residence, which is located two-

tenths (0.2) of a foot east of the property line, and wholly within the boundaries of

Lot 2. Sass also testified that the roof eaves of the Lot 2 residence extend 1.5 feet

from the structure’s exterior wall, and thus, overhang the Morrisons’ property by

1.3 feet.

The Weisser Survey, limited to above-ground appurtenances, does not

indicate the location of the sewer line or other underground utilities. When asked

if he could determine the path of an underground sewer line based on the location

of an above-ground plumbing clean-out, he noted the location of the underground

line could not be pinpointed because it could turn in another direction immediately

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Brett T. Cooke, as Trustee for the Brett T. Cooke Revocable Trust v. Thomas E. Morrison, Jr., and Kathy R. Morrison, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brett-t-cooke-as-trustee-for-the-brett-t-cooke-rev-texapp-2013.