Elston v. Montgomery

70 So. 3d 824, 2011 La. App. LEXIS 591, 2011 WL 1880017
CourtLouisiana Court of Appeal
DecidedMay 18, 2011
Docket46,262-CA
StatusPublished
Cited by10 cases

This text of 70 So. 3d 824 (Elston v. Montgomery) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Elston v. Montgomery, 70 So. 3d 824, 2011 La. App. LEXIS 591, 2011 WL 1880017 (La. Ct. App. 2011).

Opinion

MOORE, J.

| ¶Dean and Ashley Elston and D.A. Ri-chlen Corporation, owners of enclosed estates in Bossier Parish, appeal a judgment which granted only in part their request to enforce a conventional servitude, rejected their claim for a wider legal servitude, and ordered the Elstons, Richlen and Mike Montgomery, the owner of the servient estate, to pay 1/3 each the cost of repairing the existing servitude. For the reasons expressed, we amend the judgment to set the cost of repair at the amount proved at trial, $29,700, with legal interest from date of judicial demand, but in all other respects we affirm.

Factual Background

The enclosed land, sometimes called “the Webb property,” consists of 346 acres in the horseshoe formed by Bodcau and Red Chute Bayous in southern Bossier Parish. 1 Jo Nell Montgomery and her son, Mike, owned some 53 acres at the base of the horseshoe. A public road, Sligo Road, runs basically north-south along the base of the horseshoe. A smaller road, Old Sligo Road, turns east off Sligo Road and runs along Bodcau Bayou, providing access into the enclosed land, but the Bossier Parish Police Jury formally abandoned Old Sligo Road in 1976. Since then, the blacktop Old Sligo Road has been the only way the Montgom-erys and the Webbs could get to their property.

Mrs. Montgomery built a house close to Old Sligo Road in the early 1970s and for many years the Webbs used the enclosed land as a pecan orchard, cattle pasture and hayfield. The Webbs’ tenants and employees 12drove right past Mrs. Montgomery’s house and all concerned seemed to be in a peaceful coexistence.

In March 1998, the Elstons bought from Mrs. Webb a 20-acre parcel just to the east of the Montgomerys, intending to build their home there. According to testimony, the bank would not give the El-stons a building loan unless they obtained a servitude of passage, guaranteeing their right to use Old Sligo Road. There was *827 much testimony about the discussions between the new neighbors, 2 but they executed a servitude of passage on March 26, 1998 (hereinafter, “the 1998 agreement”). The provisions critical to this case were as follows:

• The Montgomerys granted “a perpetual servitude of passage over their respective property for the use and benefit” of the Elstons, described as a “30 foot road servitude.”

• The Montgomerys “shall at no time obstruct the servitude of passage in any manner so as to interfere with the use thereof by the Grantees or their successors and/or assigns except as to the gates herewith agreed to.”

• Both sides acknowledged “that several gates presently exist on the old abandoned Sligo Road and agree that said gates will not be removed from their present location, but at no time shall Grantor prevent Grantee from entering said gates.”

• Both sides “shall at all times maintain the said right of way in good order and condition and shall contribute equally to the cost of such maintenance.”

The Elstons built their house and began raising a family; they also ran a landscape business and photography studio from their home. Mike Montgomery, a Bossier Parish firefighter who runs a lawn service from his home, got married and built a house behind his mother’s, further back off [s01d Sligo Road. He started a family, and parents and children got along splendidly with their neighbors the Elstons, even going on vacations together. The Montgom-erys did not seem to mind the landscaping trucks rolling down Old Sligo Road, and the Elstons did not seem to mind the post- and-boom gate across Old Sligo Road at the juncture with Sligo Road; this stayed open most of the time. As for the servitude, testimony showed that Jo Nell Montgomery usually mowed the unpaved portion of the 30-foot strip, and Dean Elston usually patched routine potholes with a few bags of Quikrete™.

In 2002, Mrs. Webb sold the rest of her land inside the horseshoe, over 300 acres, to Richlen, a family corporation owned by Dean’s mother, Lennis Elston. Lennis El-ston testified that Richlen owns over 6,000 acres in the area, and her intent in buying the Webb property was to build an upscale subdivision, similar to (but nicer than) the nearby Olde Oaks and Old River Place developments. She did not, however, submit her plan for this to the Metropolitan Planning Commission, admitting major obstacles existed in that part of the tract was designated as a flood zone, the economy was in a downturn, and (critically) there was no public access to the tract. Richlen was not a party to the 1998 agreement.

The parties’ amiable relationship suddenly unraveled in mid-2007 when land-men swarmed the area seeking leases in the Haynesville Shale. The Elstons, controlling 346 acres, promptly signed with an agent for Petrohawk; the Montgomerys did not, and were horrified at the prospect of heavy oilfield traffic rumbling right past their homes. Ashley Elston, |4Pean’s wife, went to the Montgomerys’ house to straighten things out, but apparently this visit only stoked the tensions. On August 21, 2007, the Montgomerys’ attorney sent the Elstons a certified letter demanding $3,800 as half the cost of mowing and string-trimming the servitude over the pri- or nine years, and $14,650 as half the cost to repave the road. Shortly after this, Mike Montgomery installed a funnel-shaped fence with an automatic 16-foot gate in place of the old manual post-and- *828 boom. The new gate was supposed to open by remote (which the Montgomerys had) or by keypad (the entry code was given to the Elstons and their employees).

The Elstons felt the narrow, automatic gate had been installed purely in retaliation for the mineral lease and to obstruct large oilfield vehicles from entering. The Montgomerys admitted the gate was plagued with mechanical problems and often did not open, inconveniencing the El-stons and their employees. However, they felt it was essential for security, as they had heard of vandalism in the nearby subdivisions. At trial, they reluctantly conceded that if an 18-wheeler (en route to be loaded with pecans, for instance) had to stop at the gate, it would project into Sligo Road, creating a hazard. Around the same time as they installed the automatic gate, Mike Montgomery also laid some unusually tall speed bumps on Old Sligo Road, and his mother placed large cinder blocks on the side of the servitude to prevent vehicles from riding around the speed bumps.

Relations between the parties sharply deteriorated. One illustrative incident would be August 24, 2007, when Mike Montgomery phoned the Elstons around midnight, ostensibly asking for help to move his brokenjdown6 Ford truck off Old Sligo Road; after all, he wanted to keep the servitude open for them. When the Elstons refused, Mike allegedly stormed up to their front porch and banged on the door, and got into a shouting match with them. The next day, Dean Elston obtained an order of protection from the district court, prohibiting Mike from harassing or talking to any of the Elston family or going within 100 yards of their house.

Procedural History and Subsequent Facts

On October 19, 2007, the Elstons filed this suit to maintain and enforce the 1998 agreement. The Montgomerys reconvened, claiming $3,800 for mowing and $14,650 to repave the road.

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Cite This Page — Counsel Stack

Bluebook (online)
70 So. 3d 824, 2011 La. App. LEXIS 591, 2011 WL 1880017, Counsel Stack Legal Research, https://law.counselstack.com/opinion/elston-v-montgomery-lactapp-2011.