Kallash Revocable Inter Vivos Trust v. Sean T. Fitzsimmons and Stacie S. Fitzsimmons

CourtMissouri Court of Appeals
DecidedApril 12, 2022
DocketED109154
StatusPublished

This text of Kallash Revocable Inter Vivos Trust v. Sean T. Fitzsimmons and Stacie S. Fitzsimmons (Kallash Revocable Inter Vivos Trust v. Sean T. Fitzsimmons and Stacie S. Fitzsimmons) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kallash Revocable Inter Vivos Trust v. Sean T. Fitzsimmons and Stacie S. Fitzsimmons, (Mo. Ct. App. 2022).

Opinion

In the Missouri Court of Appeals Eastern District DIVISION TWO

KALLASH REVOCABLE INTER VIVOS ) TRUST, ) No. ED109154 ) Appellant, ) Appeal from the Circuit Court ) of Warren County v. ) Cause No. 19BB-CC00038 ) SEAN T. FITZSIMMONS ) Honorable Jason H. Lamb AND STACIE S. FITZSIMMONS, ) ) Respondents. ) Filed: April 12, 2022

Introduction

This case highlights the tension between the property rights of parties who hold

easements entitling them to particular uses of land they do not own, and the rights of the

owners of such land encumbered by such easements. Specifically, this dispute concerns

the use of a 70-foot-wide easement (Easement) benefitting a land-locked property owned

by the Dennis Robert Kallash Revocable Inter Vivos Trust Indenture dated October 10,

1997 (Appellant), with Dennis Kallash (Kallash) as the trustee. The Easement crosses

property owned and occupied by Sean T. Fitzsimmons (Fitzsimmons) and Stacie S.

Fitzsimmons (collectively, Respondents), upon which Respondents had built a number of

permanent structures. The trial court found the Easement was non-exclusive and was

intended for ingress and egress, including the installation of utilities. The trial court additionally found Appellant had shown reasonable use sufficient to pass over at least half

of the Easement and therefore required Respondents to remove some, but not all, of the

obstructions in the Easement. We find the trial court’s order to remove specific items is

unclear, inconsistent, and unsupported by substantial evidence. We further find Appellant

failed to submit specific evidence regarding what he reasonably needed for ingress and

egress, including utilities. Therefore, we affirm in part and reverse and remand in part.

Background

In 1987, Kallash acquired a tract of property in Warren County that included both

parcels of property at issue here: Appellant’s land-locked parcel (the dominant estate) and

Respondents’ parcel (the servient estate). The servient estate sits between the dominant

estate to its west and a country road (Bethel Road) to its east. Kallash sold the servient

estate in 1988 to a predecessor in interest of Respondents. In the deed conveying the land

in 1988, Kallash reserved the Easement, which is a 70-foot-wide strip of land connecting

Kallash’s remaining land-locked parcel to Bethel Road, on the servient estate’s eastern

border. The 1988 deed’s legal description specified the Easement’s location in detail but

did not contain any language stating its purpose or intent regarding exclusivity of use. In

1989, Kallash hired a bulldozer to cut a dirt pathway over the Easement, which he and

others used for foot traffic over the years.

Both parcels changed ownership a number of times, and in 1997, the dominant

estate was titled to Appellant, Kallash’s trust. Respondents obtained title to the servient

estate in 1999. In the years that followed, Respondents installed the following items within

the 70-foot-wide Easement: a block wall extending completely across the Easement in one

location and partially across the Easement in another location, a well and hydrant in the

northern half of the Easement, an electrical box with wire underground in the southern half 2 of the Easement, and gravel across the entire 70-foot Easement. Additionally, Respondents

had installed a portable shed just north of the Easement border, with the corner of the

portable shed extending slightly into the Easement.

In April of 2019, Kallash, as Appellant’s trustee, advised Respondents that he

intended to utilize the Easement and construct a road. Fitzsimmons indicated he would

impede Kallash’s planned use of the Easement and threatened to throw nails onto the

Easement. Fitzsimmons also trespassed at Kallash’s residence on one occasion in the early

morning hours, stating that he could go wherever he wanted, whenever he wanted. This

caused great alarm to Kallash’s wife, Toni Kallash.

On behalf of Appellant, Kallash sought an injunction in the trial court prohibiting

Respondents from interfering with his construction of a road over the Easement to provide

access to the dominant estate from Bethel Road. Respondents filed a counterclaim for

declaratory judgment, requesting that the trial court declare the Easement void, or

alternatively, determine its scope. After a bench trial, the trial court granted both

declaratory and injunctive relief. Regarding the former, the trial court concluded that the

Easement was a valid easement appurtenant, 1 which ran with the dominant estate. The trial

court further declared that the Easement was non-exclusive, and its intended use was for

ingress and egress, including the installation of utilities.

In its consideration of Appellant’s request for injunctive relief, the trial court further

found Appellant showed its reasonable use of the Easement includes ingress and egress for

roadway and utility traffic sufficient to pass over at least half of the Easement. The trial

1 “An easement appurtenant creates a dominant tenement (the land which benefits from the easement) and a servient tenement (the land which is burdened by the easement).” Murdaugh v. Patterson, 435 S.W.3d 689, 693 (Mo. App. S.D. 2014). 3 court ordered Respondents to remove the electrical box and gravel within the southern half

of the Easement and the block wall in its entirety from both the northern and southern

halves of the Easement. The trial court found there was no evidence that the gravel, well,

hydrant, and portable shed in the northern half of the easement would substantially interfere

with Appellant’s reasonable use of the Easement and thus need not be removed. The court

further enjoined Fitzsimmons from harassing, threatening, intimidating, or interfering with

the construction of improvements or placement of utilities on the Easement. This appeal

follows.

Standard of Review

In reviewing a court-tried case, we will affirm the judgment unless it is unsupported

by substantial evidence, against the weight of the evidence, or erroneously declares or

applies the law. Murphy v. Carron, 536 S.W.2d 30, 32 (Mo. banc 1976). We defer to the

trial court’s findings of facts, but we review de novo the trial court’s application of law to

those facts. Adams v. Certain Underwriters at Lloyd’s of London, 589 S.W.3d 15, 26 (Mo.

App. E.D. 2019).

Discussion

Appellant raises four points on appeal. In Points I and II, Appellant argues that the

trial court’s injunctive relief is against the weight of the evidence, in that the uncontroverted

evidence established that all the items within the Easement substantially interfered with

Appellant’s reasonable use of the Easement. In Points III and IV, Appellant attacks the

trial court’s declaratory judgment, but in the argument section of each of those points,

Appellant focuses on the trial court’s injunctive relief. We address Points III and IV in

note 2, infra. Neither party disputes the trial court’s declaratory conclusions that the 70-

foot Easement is valid and that its purpose is for ingress and egress, including the 4 installation of utilities, and such conclusions were in Appellant’s favor. We affirm the

judgment in this respect. 2

Simply put, Appellant takes issue on appeal with the fact that the trial court declined

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Kallash Revocable Inter Vivos Trust v. Sean T. Fitzsimmons and Stacie S. Fitzsimmons, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kallash-revocable-inter-vivos-trust-v-sean-t-fitzsimmons-and-stacie-s-moctapp-2022.