Linda F. Slavick Trust v. Christmas Lake Properties Association Inc.

CourtIndiana Court of Appeals
DecidedFebruary 4, 2025
Docket24A-PL-01746
StatusPublished

This text of Linda F. Slavick Trust v. Christmas Lake Properties Association Inc. (Linda F. Slavick Trust v. Christmas Lake Properties Association Inc.) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Linda F. Slavick Trust v. Christmas Lake Properties Association Inc., (Ind. Ct. App. 2025).

Opinion

FILED Feb 04 2025, 8:56 am

CLERK Indiana Supreme Court Court of Appeals and Tax Court

IN THE

Court of Appeals of Indiana Linda F. Slavick Trust, Appellant-Plaintiff

v.

Christmas Lake Properties Association, Inc., Appellee-Defendant

February 4, 2025 Court of Appeals Case No. 24A-PL-1746 Appeal from the Spencer Circuit Court The Honorable Jon A. Dartt, Judge Trial Court Cause No. 74C01-2007-PL-277

Opinion by Judge Foley Judges Bailey and Bradford concur.

Court of Appeals of Indiana | Opinion 24A-PL-1746 | February 4, 2025 Page 1 of 19 Foley, Judge.

[1] Linda F. Slavick Trust (“Landowner”) appeals from the entry of summary

judgment in favor of Christmas Lake Properties Association, Inc. (“the HOA”)

on claims and counterclaims related to whether Landowner was entitled to

exclusive waterfront rights under covenants and restrictions adopted in 2005

(“the 2005 Covenants”). We address the following consolidated and restated

issues:

I. Whether we should dismiss for lack of statutory notice;

II. Whether the trial court erred in denying Landowner’s first motion for summary judgment;

III. Whether the 2005 Covenants conferred exclusive waterfront rights to Landowner;

IV. Whether the judgment constituted a judicial taking; and

V. Whether Landowner was entitled to summary judgment on the HOA’s counterclaim regarding noncompliance with architectural review requirements as to a common area. 1

[2] Although we find that Landowner, rather than the HOA, was entitled to

summary judgment on the architectural review counterclaim, we conclude that

1 Although several other claims and counterclaims were litigated below—many of which turned on the proper interpretation of the 2005 Covenants—Landowner does not challenge the resolution of other claims or counterclaims. We therefore address herein only the specific issues presented in the appellate briefing.

Court of Appeals of Indiana | Opinion 24A-PL-1746 | February 4, 2025 Page 2 of 19 Landowner identified no other error in the judgment. We therefore affirm in

part, reverse in part, and remand for entry of summary judgment for

Landowner on the HOA’s counterclaim regarding architectural review.

Facts and Procedural History [3] Landowner acquired four contiguous lots in Santa Claus, Indiana, near

Christmas Lake (“the Lake”) in 2008. Two of those lots (“the Polar Shores

Lots”) are Lot 30 and the East Half of Lot 31 in an original subdivision known

as the Polar Shores Subdivision. The other two lots (“the New Lots”) are Lot

30A and the East Half of Lot 31A in an adjacent subdivision known as the

Polar Shores Addition to the Polar Shores Subdivision (“the Addition”), later

platted in 1973. See Appellant’s App. Vol. 3 pp. 91–92 (depicting lots). Both

subdivisions are in a residential area known as Christmas Village, which is

governed by a single homeowners association, the HOA. This appeal concerns

only the New Lots.

[4] The New Lots’ eastern boundary abuts an area platted as “Tract B,” which is

owned by the HOA. A portion of the Lake lies within Tract B. The HOA

owns and maintains several docks on Tract B. One of the boat docks is located

on the same side of the lake as the New Lots (the “Dock”). Landowner began

using and maintaining the Dock when it acquired the New Lots in 2008. As

visual aids, we provide the following images excerpted from the HOA’s brief:

Court of Appeals of Indiana | Opinion 24A-PL-1746 | February 4, 2025 Page 3 of 19 Appellee’s Br. p. 7 (citing Appellant’s App. Vol. 3 pp. 91–92, 115). 2

2 The top two images depict portions of the plats, which the HOA annotated with shading and arrows. Compare Appellees’ Br. p. 7 with Appellant’s App. Vol. 3 pp. 91–92, 115). The lower image is a satellite

Court of Appeals of Indiana | Opinion 24A-PL-1746 | February 4, 2025 Page 4 of 19 [5] The use and enjoyment of Tract B and the Dock is governed by the 2005

Covenants, which were recorded on May 10, 2005. The 2005 Covenants

address, among other things, the rights of waterfront lots and the HOA’s

control over common areas. Section 4(b) of the 2005 Covenants provides:

Each Lot Owner adjoining the water front shall have the exclusive right to use and enjoy the land lying between the Lot line and the Lake shore line; provided, however, that the rights hereby granted to the Lot Owner to said water front and Lake shore area, shall not conflict with and shall be subordinate to the rights of the Association to do all things necessary, or desirable, to protect, preserve and maintain the Lake and said water front and Lake shore area.

Appellant’s App. Vol. 2 p. 29.

[6] The instant dispute began in April and May of 2020 when Landowner

attempted to expel individuals from using the Dock and walking on Tract B

between the New Lots and the Lake. Landowner claimed they held exclusive

rights to the use and control of the Dock and the portion of Tract B between the

New Lots and the lake (“Disputed Area”). On June 2, 2020, the HOA advised

Landowner that the HOA, not Landowner, had exclusive rights to the use and

enjoyment of the Disputed Area. On June 19, 2020, Landowner installed poles

and a chain to block access to the Disputed Area, then added Christmas lights

image, which the HOA annotated in a way that identifies the Disputed Area and the Dock. See Appellees’ Br. p. 7. Although the satellite image was not part of the designated evidence, nor was any plat annotated in the manner shown, the HOA provided these aids in its appellate briefing and Landowner does not challenge the accuracy of the visual aids in serving to identify the Disputed Area and the Dock. See Reply Br. pp. 5–6.

Court of Appeals of Indiana | Opinion 24A-PL-1746 | February 4, 2025 Page 5 of 19 to the chain on July 13, 2020. The HOA removed the installed items on July

16, 2020.

[7] Following these events, on July 20, 2020, Landowner filed a seven-count

complaint against the HOA. Counts I and II alleged trespass—Count I

specifically challenged the HOA’s entry into the Disputed Area on July 16,

2020, while Count II more broadly alleged interference with Landowner’s

purported exclusive rights to the Disputed Area. Count III alleged conversion

based on the HOA’s removal of the poles, chain, and lights. Count IV alleged

that the HOA breached the 2005 Covenants. In Count V, Landowner sought a

declaration that the New Lots were waterfront lots, and therefore, Landowner

was entitled to the exclusive use and enjoyment of the Disputed Area. Count

VI asserted equitable estoppel, alleging Landowner paid a premium price for

the New Lots based on its belief the New Lots carried waterfront rights, and

that the HOA’s silence constituted acquiescence. Finally, Count VII alleged a

statutory violation premised on differential treatment of members of the HOA.

The HOA responded with five counterclaims. Counts I and II alleged trespass

based on Landowner’s assertion of exclusive rights to the Disputed Area.

Count III alleged that Landowner’s use of the Disputed Area constituted

conversion. Count IV alleged that Landowner breached architectural review

requirements by erecting structures without approval. As to Count V, the HOA

sought a declaration that, among other things, the New Lots were not

waterfront lots.

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