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

Court of Appeals of Texas·Decided June 25, 2013·No. 01-11-00699-CV·Published

Opinion

Opinion issued May 14, 2013

In The

Court of Appeals

For The

First District of Texas

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.

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”).

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.”

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).

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 after the clean-out. Sass further testified that the Morrisons’ backyard is enclosed by a fence that separates Lots 1 and 2. According to Sass, when a fence is on, or “very close” to, a property line, the survey will show it on the property line. In his opinion, the fence separating Lots 1 and 2 was “very close” to the property line.

1 The survey, which is referred to as the Weisser Survey, was admitted into evidence.

With respect to his trespass to try title claim, Cooke testified that the 0.2 foot strip of land immediately adjacent to his home belongs to the Trust because the Weisser Survey shows the house to be wholly within Lot 2. Cooke testified that the Trust has superior title to Lot 2 from a common source since both lots were originally owned by the subdivisions’ developer, ELRO-Atascocita, prior to its conveyance of both lots to Gibraltar, and the subsequent conveyances to, ultimately, the Morrisons and the Trust (following the death of Cooke’s grandparents). Deeds documenting these conveyances, as well as all others included in the chain of title, were admitted into evidence.

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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, (Tex. Ct. App. 2013).

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) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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