Connolly v. Garamendi CA3

California Court of Appeal·Decided July 23, 2026·No. C101495·Unpublished

Opinion

Filed 7/23/26 Connolly v. Garamendi CA3 NOT TO BE PUBLISHED

California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA THIRD APPELLATE DISTRICT (Calaveras)

KATHERINE GARAMENDI CONNOLLY et al., C101495 Plaintiffs, Cross-defendants and Appellants, (Super. Ct. No. 21CV45154) v.

MARY ANNE GARAMENDI, Individually and as Trustee, etc., Defendant, Cross-compliant and Respondent.

This case involves a property dispute between family members regarding the Garamendi McSorley Ranch (the Ranch), located in Calaveras County. The dispute concerns the interpretation of several easements that plaintiffs granted to defendant so that she could access her otherwise landlocked parcels. The easements state that they are granted “solely for the purpose for providing ingress and egress” to the benefitted parcels. The parties dispute whether (1) the easements permit defendant to travel directly between her parcels or only to pass over plaintiffs’ property to reach the nearest state highway; (2) the easements permit defendant to use the easements for non-travel related purposes, such as recreational activities, dog walking, and temporary parking; (3) plaintiffs have the right to maintain locked gates across the easements; (4) plaintiffs have the right to install and maintain recording devices to monitor use of the easements; and (5) plaintiffs have the right to install “no trespassing” signs on the easements.

1 After trial, the trial court issued a decision that is mostly in defendant’s favor. Plaintiffs appeal, arguing that the trial court erred by admitting extrinsic evidence to aid its interpretation of the easements and by interpreting the easements to permit defendant to use the easements for purposes other than ingress and egress. We conclude that the trial court either properly admitted the extrinsic evidence or that any error was harmless. We also conclude that the trial court correctly interpreted the easements to permit defendant to travel directly between parcels without the obstruction of locked gates. However, in certain other respects, the trial court’s interpretation of the easements was overbroad. Thus, we will affirm the judgment in part but reverse and remand other portions.

FACTUAL AND PROCEDURAL BACKGROUND The Ranch, which has been in the family since the 1860’s, was previously owned by Raymond and Mary Jane McSorley Garamendi as trustees of the Garamendi Family Trust (the Trust). Raymond and Mary Jane1 had seven children who were the primary beneficiaries of the Trust: Thomas, John, Samuel, Robert, Celeste, Debra, and Mary Anne (defendant). After the deaths of Raymond and Mary Jane (in 1991 and 2015, respectively), disputes arose among the surviving children (or their heirs) regarding the disposition of the Trust property. In March 2017, the co-trustees filed a petition seeking court instructions on the administration of the Trust. One of the heirs (Celeste) objected and filed a competing petition. The dispute culminated in a court-approved Settlement and Distribution Agreement (the Settlement).

1 We will refer to individuals by their first names and mean no disrespect.

2 A. The Settlement Agreement Under the Settlement, the Ranch property was divided into four parcels, designated C-1, C-2, C-3, and D-1. As relevant here, defendant received Parcel C-1, which includes the “Main House” and “Slim’s cabin,” and Parcel D-1, which includes the “JJ McSorley House.” The allocation to defendant also included several lot line adjustments, which had the effect of transferring approximately 11 acres from Parcel C-2 to Parcels C-1 and D-1. Among other things, the lot line adjustments (1) extended the boundary of Parcel C-1 to the south and west, creating a direct connection from Parcel C- 1 to Parcel C-3; (2) added a 10-foot-wide strip along the north edge of Parcel D-1; and (3) extended the northeast boundary of Parcel D-1 so that it abuts Parcel C-3. Debra received Parcel C-3, which includes the “Lower House.” Her parcel (Parcel C-3) lies between the parcels allocated to defendant (Parcels C-1 and D-1). Celeste’s allotment, Parcel C-2, was distributed directly to her daughters, Katherine and Bridget (collectively, plaintiffs).2 There is no residence on Parcel C-2, but the property includes a corral, a barn, and a “blacksmith’s shop.” The barn, which has no doors, is used to store materials and equipment, including, at times, an all-terrain vehicle. The corral abuts the barn. Across from the barn is the blacksmith’s shop, which is owned by four siblings (defendant, Robert, John, and Debra, hereinafter the “ ‘Family Member Owners’ ”). The largest part of Parcel C-2 is open space, which sometimes serves as a “holding field” for cattle. In addition to the structures, a roadway lies over Parcel C-2, extending from Highway 49 to a point just before the barn, from which it diverges in three directions: straight toward the Main House on Parcel C-1; right toward the JJ McSorley House and

2 In 2021, Katherine and Bridget conveyed their interests in Parcel C-2 to Garamendi McSorley Ranch, LLC, of which they are the sole members.

3 Lower House on Parcels C-3 and D-1; and left toward a gate near Slim’s cabin on Parcel C-1. The Settlement agreement contains an integration clause. It provides: “The terms of this Agreement, including all exhibits attached hereto, are intended by the Parties as a final expression of their Agreement with respect to each and every term and condition included herein and may not be contradicted by evidence of any prior agreement, contemporaneous oral agreement, or prior and/or contemporaneous oral representations. The Parties further intend that this Agreement constitutes the complete and exclusive statement of its terms and conditions and that no extrinsic evidence whatsoever may be introduced in any judicial proceeding, if any, involving this Agreement. Any and all agreements or representations regarding the terms and conditions of this Agreement that are not expressly set forth herein are null and void. Any amendments to this Agreement shall be in writing and executed by all Parties to this Agreement.” 1. The Easements Because Parcel C-2 lies between Highway 49 and the other three parcels, there would be no access to Parcels C-1, C-3, D-1 from Highway 49 without easements over Parcel C-2. Thus, as part of the Settlement, the parties negotiated non-exclusive easements benefitting Parcels C-1, C-3, and D-1 for ingress and egress over the existing roadway (hereafter, the Easements). The Easements to be conveyed are described in the Settlement, as follows: “a. Main House Roadway Easement. A deeded 20’ non-exclusive easement for ingress and egress on an existing roadway located on Parcel C-2 to Parcel C-1 as shown on EXHIBIT E-3 as exiting Highway 49 and proceeding east along an existing roadway to boundary of Parcel C-1. This easement, known as the ‘Main House Roadway Easement’, shall be appurtenant to Parcel C-1 and solely for the purpose for providing ingress and egress to Parcel C-1 for pedestrians, street-legal registered vehicles, construction equipment or persons on horseback. This easement shall allow

4 access to Parcel C-1 only at and through an existing gate at its termination at Parcel C-1 at the base of the hill and shall not allow access to C-1 at any other point along the roadway easement. Nothing in this easement shall prevent the fencing of any part of the boundary between C-1 and C-2. “b. JJ McSorley (Parcel D-1) and Lower House (Parcel C-3) Roadway Easement.

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