Merrill v. Saco Valley Land Trust

CourtSuperior Court of Maine
DecidedApril 29, 2017
DocketYORre-16-44
StatusUnpublished

This text of Merrill v. Saco Valley Land Trust (Merrill v. Saco Valley Land Trust) is published on Counsel Stack Legal Research, covering Superior Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Merrill v. Saco Valley Land Trust, (Me. Super. Ct. 2017).

Opinion

STATE OF MAINE SUPERJOR COURT YORK, SS. Civil Action Docket No. RE-16-44

THOMAS W. MERRJLL & MARYR. MERRJLL,

Plaintiffs,

v. ORDER SACO VALLEY LAND TRUST,

Defendant.

Plaintiffs Thomas W. Merrill and Mary R. Merrill move for summary judgment on

Counts I and II of their three-count complaint for declaratory judgment. Plaintiffs' complaint

stems from an objection defendant Saco Valley Land Trust ("SVLT") raised to the sale of

plaintiffs' property to the Ecology School pursuant to a conservation easement burdening the

plaintiffs' property in Saco. In Count I, plaintiffs seek a declaration that the Ecology School's

proposed use of the property is not a "commercial" use prohibited by the easement. Count II

seeks a declaration that new structures proposed by the Ecology School have been permitted

under local land use laws and that the "local land use laws" referenced in the easement are not

limited to the laws in effect on the date the easement was executed. For the reasons discussed

below, the court grants in part and denies in part plaintiffs' motion for summary judgment.

I. Factual Background

In 1998, Thomas Merrill's Aunt, Mary D. Merrill, placed approximately 105 acres of her

land in Saco, Maine (the "Property") under a conservation easement recorded in the York

County Registry of Deeds at Book 8640, Page 232 (the "Easement"). (Supp'g S.M.F. 1 1.) The

Easement divides the Property into two areas: approximately 96 acres are designated as the

1 "Protected Property" or "Protected Portion" and 8.75 acres are designated as the

"Residence/Farm Area" or "Residential/Farm Area.' (Id. ,r,r 2-3.) Defendant Saco Valley Land

Trust ("SVLT") was chosen by Ms. Merrill to be the holder of the Easement. (Id. ,r 4.)

A. Pertinent Terms of the Easement

The Easement explains that its dominant purpose is to "preserve and protect in perpetuity

the natural, farmland, scenic, agricultural, open space pastures, ecological and wildlife habitat

features and rural character of the Protected Property ... to foster the continuation of responsible

conservation practices and farming, and to prevent any use of the Protected Property that would

significantly impair or interfere with the scenic and conservation values of the Protected

Property." (Supp'g S.M.F. ,r7.) The Easement was created pursuant to "the Uniform Conservation Easement Act, Title 33, Maine Revised Statutes, Sections 476 through 479-B,

inclusive, as amended; and ... the Internal Revenue Code of 1986 as amended ... Title 26,

U.S.C.A., Section 170(h)(l)-(6) and Section 2055 and 2522, as amended .... " (Ex. A to Anderson

Aff., Easement, p. 1, 2nd & 3rd Whereas clauses) (emphasis added). Additionally, the SVLT is

qualified to hold the Easement "pursuant to Title 33, [M.R.S.A.] Section 476(2)(B), as amended,

and is a qualified organization under Title 26 U.S.C.A. Section 170(h)(l)-(6), as amended .... "

(Id. at p. 1, 4th Whereas clause) (emphasis added).

The Easement provides the following pertinent restrictions on uses of the Property:

Commercial, industrial, and quarrying or other surface mining activities are prohibited on the Protected Property. In addition and for the benefit of the Holder, the prohibition on commercial use shall also apply to and encumber the Grantor's remaining land and buildings shown on Exhibit B as Residence/Farm Area. Commercial uses prohibited shall not include foresting or agriculture, including animal husbandry and on-site sale of produce.

(Easement p. 3, § 2). The Easement also restricts the presence of structures on the Protected

Property and provides that "[a]dditional structures shall be permitted in the Residence/Farm Area

2 as long as they are permitted by local land use laws and are in keeping architecturally with the

other structures in the Residence/Farm area." (Id. at p. 4, § 3.)

The Easement further provides:

The fact that any of the uses prohibited herein, or other uses not mentioned, may become more economically valuable than permitted uses, or that neighboring properties may in the future be put entirely to such non-permitted uses, has been considered by Grantor in granting this perpetual Easement. It is Grantor's belief that any such changes will increase the benefit to the public of the continuation of this Easement, and it is the intent of both the Grantor and Holder that any such changes should not be deemed to be changed conditions permitting termination of this Easement.

(Id. at pp. 7-8, § 14(c).)

B. The School and its Plans

On September 2, 2015, plaintiffs and The Ecology School entered into a purchase

agreement for the School to acquire the Property. (Supp'g S.M.F. ~ 23.) The School is a

50l(c)(3) non-profit educational organization. (Id. ~ 24.) Andrew J. Dumsch, the executive

director of the School, asserts that it conducts programs to foster stewardship for the

environment by educating youths and adults in the science of ecology and the practice of

sustainable agriculture. (Dumsch Aff. ~ 4.) The School asserts that it intends to acquire the

Property in order to operate day and weekly educational programs, including food production

farming, woodlot and sustainable natural resource management, four season growing, forest

gardening, perennial based food production and harvesting, historical assessments of orchard and

farming practices, and agro-ecology focusing on conservation and soil management practices.

(Id. ~ 5.) The School claims that as part of its operation, it intends to construct several new

buildings within the Residence/Farm Area as part of a "green campus" that can accommodate up

to 120 weekly program students and approximately 10 seasonal staff. (Id. ~ 6.) The School

intends to charge fees for its programs, but asserts that its proposed dorms/dining hall are not

3 commercial hotels with a restaurant and are instead "dormitory" style housing paid for as part of

tuition by schools that send students to the School for educational programs and that such

offerings simply offset expenses inside the non-profit framework of the School's operation. (Id ,r

7.)

The School claims that no temporary or permanent structures will be constructed on the

Property, aside from those expressly permitted under Section 3 of the Easement, and that the

Protected Property will be used exclusively for farming, education, conservation, and recreation

consistent with the stated purposes of the Easement. (Id ,r 8.) The Ecology School has not

proposed to alter, demolish, or otherwise modify the existing structures within the

Residence/Farm Area, including the existing house, garage, and apartment. (Id ,r 9.) The School

asserts that its goal or aim is not to earn a profit. (Id ,r 10.)

Richard Rhames, the President of the SVLT, asserts that the SVLT obtained and

reviewed copies of records through the Freedom of Access Act including a proposed budget for

the School and email from Mr. Dumsch acknowledging that the information may feed into

concerns people had about the size of the project and that the information should be kept

confidential. (Rhames Aff. ,r 13.) Mr. Rhames also asserts that a draft budget for the School

through 2019 shows the School's plan to increase revenue by 124% by 2019. (Id ,r 14.) Mr.

Rhames did not, however, attach the referenced documents to his affidavit.

C.

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