Louisville & Jefferson County Metropolitan Sewer District v. Douglass Hills Sanitation Facility

592 S.W.2d 142, 1979 Ky. LEXIS 317
CourtKentucky Supreme Court
DecidedDecember 18, 1979
StatusPublished
Cited by3 cases

This text of 592 S.W.2d 142 (Louisville & Jefferson County Metropolitan Sewer District v. Douglass Hills Sanitation Facility) is published on Counsel Stack Legal Research, covering Kentucky Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Louisville & Jefferson County Metropolitan Sewer District v. Douglass Hills Sanitation Facility, 592 S.W.2d 142, 1979 Ky. LEXIS 317 (Ky. 1979).

Opinion

PALMORE, Chief Justice.

This is a declaratory judgment proceeding filed in 1976 by the Louisville and Jefferson County Metropolitan Sewer District (hereinafter MSD) for the purpose of determining, among other things, whether, how, and under what conditions it or some other governmental agency may require a sewer system that presently drains into a sewage-disposal plant owned by Douglass Hills Sanitation Facility, Inc., (hereinafter the Sanitation Company), to be connected instead to MSD’s comprehensive sewer and sewage-disposal system.

It was the judgment of the trial court that neither MSD, the Department for Natural Resources and Environmental Protection, the Louisville and Jefferson County Board of Health (hereinafter Board of Health), nor the Public Service Commission may, directly or indirectly, compel abandonment of the Sanitation Company’s sewage-disposal plant and connection of the Douglass Hills sewerage system (hereinafter the “collection system,” to distinguish it from the sewage-disposal plant) to MSD’s system, except through the power of eminent domain. The judgment held also that the collection system is the property of the Sanitation Company and that the City of Douglass Hills and the individual owners of property in that municipality “have no ownership interest therein.”

To a very considerable extent the pleadings and the judgment exceed the proper scope of declaratory judgment in that they embrace possible controversies that do not now and may never exist and, in effect, would maneuver the courts into the nontraditional role of supplementing the statutes with an advisory textbook for future use and guidance. This is an area, of course, in which the courts ordinarily must undertake the initiative of guarding their own boundaries for the simple reason that the lawyers in a given case very rarely will raise the issue. Specifically, we reject and eliminate from the case the issue of what the Public Service Commission can or cannot do.

One of the major conclusions of law set forth in the judgment was that if MSD acquires the Sanitation Company’s system it cannot assess the cost against the users of the system (whom we shall call the “lot-owners”) as is customary when MSD constructs a new sewage-collection system for a particular area.

[145]*145The Court of Appeals affirmed the judgment except for the conclusion that the lot-owners cannot be assessed for any of MSD’s costs in acquiring the existing facilities from the Sanitation Company, should that eventuality occur.

It is our opinion that so long as the Sanitation Company’s disposal plant is operated in conformity with applicable orders and regulations of the various governmental agencies, including the Board of Health, having regulatory authority in the premises, and in a manner that is not inconsistent with public health and safety, MSD cannot force the collection system to be diverted to MSD’s system without payment of the value of the disposal plant to its owner, the Sanitation Company. We are of the further opinion that in the event MSD should acquire the Sanitation Company’s rights by purchase or condemnation no charge may be assessed against the lot-owners for any portion of the cost representing the value of the Douglass Hills collection system. The analysis on which these conclusions rest follows, beginning with a summary of the dispositive facts (which, we might add, are set forth with admirable succinctness and clarity in the judgment of the circuit court) and pertinent statutory provisions.

In May of 1964 MSD adopted a “Master Plan,” submitted by consulting engineers, for a comprehensive sewer system throughout Jefferson County. This plan recommended that all existing systems be acquired by MSD “to permit their integration into the county system at the proper time,” and it included an estimated cost of such acquisition. It further recommended that during the period of 1965 to 1970 trunk lines be constructed in the area with which we are concerned in this case, that all existing facilities in the county be acquired, and that temporary treatment plants be constructed where required. Again, an estimated cost figure for construction of temporary treatment plants was included, but the plan made no reference to any future construction by private parties.

In December of 1964 a private corporation named Douglass Hills Development Corporation, Inc. (hereinafter “the development corporation”), was organized for the purpose of acquiring and subdividing for residential purposes a 313-acre tract of land on the south side of U.S. Highway 60 near Middletown, in Jefferson County. Contemporaneously, there being no sewage-collection and disposal facilities in the immediate area, the same incorporators organized the Sanitation Company for the purpose of constructing and operating a sewage-disposal plant to serve the subdivision.

Originally, the Sanitation Company intended to build its disposal plant in the 313-acre tract, south of U.S. 60, but at the behest of MSD and other interested parties it was persuaded to locate it across the highway, to the north, so that it might serve the needs of other property in the Middletown area. For this purpose the Sanitation Company bought a small plot of ground from Spring Meadows, Inc. The contract pursuant to which this property was conveyed by Spring Meadows to the Sanitation Company provided as follows (the deed itself did not contain this provision):

“The sewage disposal plant to be built by First Party [Sanitation Company] will be owned and operated by First Party until such time as either (a) a public district is formed to serve the area and an agreement is reached between said district and Douglass Hills Sanitation Facility, Inc. for said district to assume full responsibility for the operation of the sewage disposal plant, or (b) the Metropolitan Sewer District system is extended to the area. When the Metropolitan Sewer District system is extended to the area and the sewage disposal plant herein provided for is no longer required, the title to the plant site shall revert to the Party of the Second Part.”

The disposal plant was constructed and later expanded pursuant to a special use permit from the Jefferson County Fiscal Court and a series of four permits issued by the Kentucky Water Pollution Control Commission (which has now been absorbed and replaced by the Department for Natu[146]*146ral Resources and Environmental Protection, Division of Water Quality, hereinafter called “Natural Resources”). In connection with the original application the engineering firm representing the Sanitation Company wrote a letter to the Louisville and Jefferson County Planning and Zoning Commission stating, among other things, the following:

“The plant operation will be continuous from the time construction is completed until the proposed trunk sewer as contemplated by the Master Drainage Plan for Jefferson County is constructed to the plant site. At that time the plant operation will be discontinued and structures removed by the Douglass Hills Sanitation Facility, Inc. and the property returned to the Spring Meadows Children’s Home for their use under existing zoning.”

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Bluebook (online)
592 S.W.2d 142, 1979 Ky. LEXIS 317, Counsel Stack Legal Research, https://law.counselstack.com/opinion/louisville-jefferson-county-metropolitan-sewer-district-v-douglass-hills-ky-1979.