EHI Acquisitions, LLC v. United States

CourtDistrict Court, Virgin Islands
DecidedApril 22, 2024
Docket3:22-cv-00044
StatusUnknown

This text of EHI Acquisitions, LLC v. United States (EHI Acquisitions, LLC v. United States) is published on Counsel Stack Legal Research, covering District Court, Virgin Islands primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
EHI Acquisitions, LLC v. United States, (vid 2024).

Opinion

DISTRICT COURT OF THE VIRGIN ISLANDS DIVISION OF ST. THOMAS AND ST. JOHN

EHI ACQUISTIONS, LLC, Plaintiff, 3:22-cv-00044 -v.- OPINION AND ORDER UNITED STATES OF AMERICA, Defendant.

MEMORANDUM OPINION AND ORDER CHERYL ANN KRAUSE, Circuit Judge, sitting by designation. Plaintiff EHI Acquisitions, LLC, has brought this action against the United States to quiet title to the Caneel Bay Resort in St. John, Virgin Islands. Before the Court are Plaintiff’s motion for summary judgment; the United States’ motion to dismiss for failure to state a claim or, in the alternative, for summary judgment; and various motions in limine. We will GRANT the United States’ motion for summary judgment and DENY Plaintiff’s motion for summary judgment. All pending motions in limine are DISMISSED AS MOOT. I. Background

On December 1, 1956, Jackson Hole Preserve, Inc. (JHPI), a conservation nonprofit run by Laurance Rockefeller, gave five thousand acres on the island of St. John to the United States Government. Earlier that year, Congress had authorized the creation of the Virgin Islands National Park, 16 U.S.C. §§ 398–398f, and Rockefeller’s donation served as the park’s founding gift. Rockefeller retained a 150-acre parcel on Caneel Bay, a picturesque spot on a peninsula that juts out from St. John’s northwest corner. There, he operated the Caneel Bay Resort.

In 1977, for reasons the record does not make clear, Rockefeller created a corporate structure that would sever ownership of the resort’s land from that of its buildings for a period of 30 years. In exchange for ten dollars, JHPI took title to the land, while another Rockefeller entity, Caneel Bay, Inc., retained the structures and other improvements from December 29, 1977 until December 31, 2007, when title to those structures and

improvements would transfer to JHPI. Along with the deed, these entities executed a lease through which JHPI leased the land on which the structures stood back to Caneel Bay, Inc. for that 30-year period. Thus, had nothing changed, the structures and improvements would have reverted to JHPI on December 31, 2007, reuniting the land and buildings and making JHPI the sole owner of a profitable resort.

But things did change, because Rockefeller’s long-term goal was an altruistic one. In 1982, he wrote to then-Secretary of the Interior James Watt to offer the resort to the United States Government. In his letter, Rockefeller told Watt that it had been JHPI’s “long-term objective” to make the resort part of Virgin Islands National Park. Letter from Laurance Rockefeller to James Watt at 1 (Mar. 2, 1982), ECF No. 19-1 (Rockefeller Letter).

To that end, Rockefeller proposed that JHPI donate the resort’s land to the United States while retaining the exclusive right to use the property for thirty years. According to Rockefeller, “[a]t the end of this time”—presumably, on or after December 31, 2007, when the structures and improvements reverted from Caneel Bay, Inc. to JHPI—“JHPI would also donate the buildings and other facilities at Caneel Bay to the National Park Service.” Id. Rockefeller’s plan was reduced to writing in the document now at the heart of this

litigation. In an indenture executed by the Government and JHPI on September 30, 1983 (the “Indenture”), JHPI gave the United States title to the resort’s land, while Caneel Bay, Inc. continued to own the improvements. The Indenture also created a new interest in the property, a so-called “Retained Use Estate” (RUE), which gave JHPI the exclusive right to use and occupy the resort until September 30, 2023. That right was not absolute: In a

paragraph entitled “Maintenance of Premises by Grantor Prior to Termination of Retained Use Estate,” the Indenture stated: It is Grantor’s [i.e. JHPI’s] expectation and intention that at some future time . . . the Retained Use Estate will be terminated and extinguished in order to carry out the longstanding objective of Grantor that the Premises ultimately be an integral part of the Virgin Islands National Park . . . for the use and enjoyment by visitors to the Park of the outstanding scenic and other features of national significance located both within the Premises and in other areas of the Park. In keeping with this objective, Grantor agrees that, at all times prior to the termination of the Retained Use Estate . . . Grantor will use and maintain the Premises in such a manner that will (a) be consistent with the preservation of such outstanding scenic and other features of national significance and (b) preserve the Premises to the extent feasible in their natural condition for the public benefit, enjoyment and inspiration, subject, however, to the right of Grantor to operate guest facilities for the accommodation of visitors to the Park . . . .

1983 Indenture at 2, ECF No. 1-3. The Indenture allowed JHPI to transfer the RUE, so long as the transferee agreed to fulfill the conservation duties just described. As to exchange for value, the Indenture explained that “[t]his conveyance is by way of gift, without consideration except the nominal consideration” of the one dollar that was recited earlier in the document. Id. at 6. JHPI was required to keep the RUE for the first three years of its existence, i.e., until

September 30, 1986. After that date, however, it was permitted to terminate the RUE before the September 30, 2023 expiration. Paragraph 8 of the Indenture set out the procedure for this early termination. First, JHPI (or its successor) was required to give the Government at least one year’s notice of its intent to terminate, including an offer “to convey and transfer” to the Government “all improvements located on the Premises” upon the RUE’s

extinction. Id. at 4. The Government would then have until 180 days before the termination date to decide if it wished to accept title to the improvements. If it did—and if, within one year of the RUE’s termination, it decided to continue operating “public accommodations, facilities, and services” on the premises—it was to give JHPI or its successor the chance to bid to provide those services. Id. at 5.

If, on the other hand, the Government declined to accept title to the improvements, then title to the land would revert to JHPI “automatically and without further deed.” Id. The land would also revert to JHPI if the land “or any part thereof shall at any time cease to be included within” Virgin Islands National Park. Id. On the same day that the Government and JHPI executed the Indenture, JHPI and

Caneel Bay, Inc. amended their 1977 agreements so that both Caneel Bay, Inc.’s interest in the improvements and its lease on the Premises would run until September 30, 2023—the RUE’s expiration date—rather than December 31, 2007. Thus, after the Indenture’s execution, three entities held interests in the land and improvements at Caneel Bay Resort: The United States owned the land; Caneel Bay, Inc. leased the resort’s land from JHPI and held title to the improvements until September 30, 2023; and JHPI held the RUE, the lessor’s interest in the land, and the future interest in the improvements. As long as JHPI

and Caneel Bay, Inc. remained in the picture, Rockefeller’s idyllic vision seemed just over the horizon. But it was not to be smooth sailing. Three years after signing the Indenture, JHPI assigned all its interests in the resort to RockResorts, Inc., and in the following decades, the interests in Caneel Bay changed hands several times, except for title to the land, which

the United States continued to own subject to the RUE. By 2017, Plaintiff EHI Acquisitions, LLC (EHIA) had acquired the present and future interests in the improvements, the lessor’s interest in the land, and the RUE. Its affiliate, CBI Acquisitions, Inc.

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EHI Acquisitions, LLC v. United States, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ehi-acquisitions-llc-v-united-states-vid-2024.