M. Lawrence Naumann and Naumann Farm, LLC v. Edward R. Lee and Wife, Josephine R. Lee Edward J. Lee and Wife, Zenaida Lee Robert D. Norris and Wife, Dana K. Norris Diana Toler and Von Toler

CourtCourt of Appeals of Texas
DecidedApril 5, 2012
Docket03-11-00066-CV
StatusPublished

This text of M. Lawrence Naumann and Naumann Farm, LLC v. Edward R. Lee and Wife, Josephine R. Lee Edward J. Lee and Wife, Zenaida Lee Robert D. Norris and Wife, Dana K. Norris Diana Toler and Von Toler (M. Lawrence Naumann and Naumann Farm, LLC v. Edward R. Lee and Wife, Josephine R. Lee Edward J. Lee and Wife, Zenaida Lee Robert D. Norris and Wife, Dana K. Norris Diana Toler and Von Toler) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
M. Lawrence Naumann and Naumann Farm, LLC v. Edward R. Lee and Wife, Josephine R. Lee Edward J. Lee and Wife, Zenaida Lee Robert D. Norris and Wife, Dana K. Norris Diana Toler and Von Toler, (Tex. Ct. App. 2012).

Opinion

TEXAS COURT OF APPEALS, THIRD DISTRICT, AT AUSTIN




NO. 03-11-00066-CV

M. Lawrence Naumann and Naumann Farm, LLC, Appellants



v.



Edward R. Lee and wife, Josephine R. Lee; Edward J. Lee and wife Zenaida Lee; Robert D. Norris and wife, Dana K. Norris; Diana Toler and Von Toler, Appellees



FROM THE DISTRICT COURT OF CALDWELL COUNTY, 207TH JUDICIAL DISTRICT

NO. 08-0-371, HONORABLE TODD A. BLOMERTH, JUDGE PRESIDING

M E M O R A N D U M O P I N I O N



In this easement dispute, M. Lawrence Naumann and Naumann Farm, LLC, (sometimes jointly referred to as Naumann) appeal the trial court's summary judgment declaring that Naumann has only a limited easement to access only a portion of his property and that the easement purportedly granting Naumann the right to access the remainder of his property is invalid and does not burden appellees' property. The trial court denied Naumann's motion for summary judgment and granted appellees' cross motion. In five issues, Naumann complains that the trial court erred in denying his motion, granting appellees' motion, permanently enjoining his use of the easement except as to a portion of his property, and awarding attorney's fees to appellees. For the reasons that follow, we affirm the trial court's judgment.



FACTUAL AND PROCEDURAL BACKGROUND



Naumann Farm owns real property in Caldwell County, conveyed to it by Naumann during the pendency of this litigation, that originally consisted of two tracts conveyed to Naumann by James Warren Gary and wife Dayle Gary (Gary). (1) One is a 265 acre tract that fronts on County Road 103 (the Gary tract). The second is a 1.992 acre tract carved from a larger tract that is adjacent to the 265 acre Gary tract and also fronts on County Road 103. The issue in this case is whether an easement granted to Gary by a prior owner of the 1.992 acre tract entitles Naumann, as successor in interest, to access the 265 acre Gary tract.



Easement history



In 1952, Cleo Jennings Heinen inherited a relatively long and narrow 259.9 acre tract bordered on the northeast by County Road 103 and on the southwest by the San Marcos River and bisected by Morrison Creek, a navigable waterway. In 1963, Heinen subdivided this "parent" tract into eight separately surveyed tracts, one of which was a fifty-foot wide, L-shaped tract comprising 5.175 acres that was laid out to provide access to the other seven tracts. Heinen simultaneously conveyed all eight tracts to the Veterans Land Board (VLB). The deed to the 5.175 acre tract contained no express reference to its use as an access easement to the other seven tracts. The deeds to the other seven tracts, however, contained language granting access over the 5.175 acre tract. The VLB immediately entered into seven contracts to sell the seven tracts to various third parties. Over the next twenty-eight years, upon completion of the contract terms, the VLB deeded the seven tracts to the purchasers or their successors. It is undisputed that the VLB never executed a contract for sale or deed conveying the 5.175 acre tract.

In the 1980s, Larry and Harriet Riddick (Riddick) began acquiring the seven VLB tracts from the various owners. By 1985 they had acquired six of the tracts, and in 1997 they acquired the seventh tract. Between 1984 and 1998, Riddick conveyed portions of the tracts, including conveyances to appellees. Each conveyance included the original access easement over the 5.175 acre tract created in the subdivision of the parent tract and one or more additional easements over portions of the other tracts, as needed, to provide access from County Road 103. These conveyances resulted in five easements, running for the most part along the southern boundaries of the two southernmost VLB tracts and then crossing Morrison Creek. At some point, Riddick constructed a fifty foot wide gravel road over the easements and a concrete crossing over Morrison Creek. This "Roadway Easement," consisting of the gravel road and the concrete crossing, provides the sole access to appellees' properties.

In 1984, Gary purchased the 265 acre Gary tract, which is adjacent to the two southernmost VLB tracts acquired by Riddick and therefore adjacent to the Roadway Easement. Like the parent tract to the VLB tracts, the Gary tract is relatively long and narrow, running from County Road 103 to the San Marcos River and bisected by Morrison Creek. The portion of the Gary tract between Morrison Creek and the San Marcos River cannot be reached directly from the remainder of the tract except by crossing Morrison Creek.

In June 1988, Gary entered into a two-part transaction with Riddick. As one part of the transaction, Gary purchased from Riddick a 1.992 acre tract carved out of one of the two southernmost tracts acquired by Riddick. This 1.992 acre tract lies between Morrison Creek and the San Marcos River, accessible by the concrete crossing, and provides a physical connection between the 265 acre Gary tract and the concrete crossing. The deed to the 1.992 acre tract includes an easement over the 5.175 acre tract and other portions of the Roadway Easement, with the restriction that it be used only for access to the 1.992 acre tract. As the second part of the transaction, Riddick simultaneously executed a Non-Exclusive Right-of-Way Easement (the 1988 Easement) granting Gary the right to access the 265 acre Gary tract by using the 5.175 acre tract and other portions of the Roadway Easement. The intended purpose of the simultaneous purchase of the 1.992 acre tract and the 1988 Easement was to allow Gary access to his entire 265 acre tract, including the otherwise inaccessible portion lying between Morrison Creek and the San Marcos River by use of the concrete crossing over Morrison Creek and the 1.992 acre tract physically linking the otherwise separated portions of his 265 acre tract.



Procedural history



In 2005, Naumann purchased the Gary property, with the total acreage conveyed being 264.36 acres, which included the 1.992 acre tract. (2) After the purchase, disputes arose between Naumann and appellees over Naumann's rights under the 1988 Easement. (3) In 2008, Naumann filed suit against appellees seeking declaratory and injunctive relief regarding his right to use the Roadway Easement and attorney's fees and costs under the Uniform Declaratory Judgments Act (UDJA). See Tex. Civ. Prac. & Rem. Code Ann. § 37.009 (West 2008). Appellees filed a counterclaim, also seeking declaratory and injunctive relief and attorney's fees and costs under the UDJA. See id. In addition, Norris filed tort and other counterclaims not involving the disputed easement. Naumann subsequently conveyed the property to Naumann Farm, his estate planning entity, which then intervened in the suit. The parties filed competing motions for partial summary judgment on the easement issue. The summary judgment evidence included the relevant contracts for sale, deed records, easements, illustrative drawings, and photographs.

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M. Lawrence Naumann and Naumann Farm, LLC v. Edward R. Lee and Wife, Josephine R. Lee Edward J. Lee and Wife, Zenaida Lee Robert D. Norris and Wife, Dana K. Norris Diana Toler and Von Toler, Counsel Stack Legal Research, https://law.counselstack.com/opinion/m-lawrence-naumann-and-naumann-farm-llc-v-edward-r-lee-and-wife-texapp-2012.