Michael T. and Dana N. Bernier v. Robert ("Shawn") and Jamie Morrow

CourtCourt of Appeals of Tennessee
DecidedApril 26, 2013
DocketM2012-01984-COA-R3-CV
StatusPublished

This text of Michael T. and Dana N. Bernier v. Robert ("Shawn") and Jamie Morrow (Michael T. and Dana N. Bernier v. Robert ("Shawn") and Jamie Morrow) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Michael T. and Dana N. Bernier v. Robert ("Shawn") and Jamie Morrow, (Tenn. Ct. App. 2013).

Opinion

IN THE COURT OF APPEALS OF TENNESSEE AT NASHVILLE March 27, 2013 Session

MICHAEL T. and DANA N. BERNIER v. ROBERT (“SHAWN”) and JAMIE MORROW

Direct Appeal from the Circuit Court for Sumner County No. 2011CV234 C.L. Rogers, Judge

No. M2012-01984-COA-R3-CV - Filed April 26, 2013

This case presents the question of whether certain notes on a final subdivision plat constitute restrictive covenants, which prevent the purchasers of property in the subdivision from installing an experimental wetland sewage disposal system on their property or on an easement for the benefit of their property. The trial court concluded that the plat notes constitute restrictive covenants preventing the installation, and permanently enjoined the purchasers from installing or constructing such a system on their own property or on the easement. We affirm and remand.

Tenn. R. App. P. 3. Appeal as of Right; Judgment of the Circuit Court Affirmed and Remanded

J. S TEVEN S TAFFORD, J., delivered the opinion of the Court, in which A LAN E. H IGHERS, P.J.,W.S., and H OLLY M. K IRBY, joined.

Philip C. Kelly and Gwynn K. Smith, Gallatin, Tennessee, for the appellants, Robert (“Shawn”) and Jamie Morrow.

William L. Moore, Jr., Gallatin, Tennessee, for the appellees, Michael T. and Dana N. Bernier.

OPINION

I. Background

The Plaintiffs/Appellees Michael T. (“Shawn”) Bernier and Dana Bernier (together, “the Berniers” or “Appellees”) own certain lake-front property on Odoms Bend Road in Gallatin, Tennessee. In 2009, the Berniers subdivided the property pursuant to a Final Subdivision Plat (“Final Subdivision Plat” or “Plat”) recorded in the Plat Book in the Register’s Office for Sumner County, Tennessee. The Bernier’s home sits on Lot #1 of the property. The Berniers conveyed Lot #2 to the Defendants/Appellants Robert Shawn Morrow and Jamie Morrow (together, “the Morrows” or “Appellants”). The transfer from the Berniers to the Morrows was made pursuant to a warranty deed of record, which was also recorded in the Register’s Office for Sumner County, Tennessee. The warranty deed states, in pertinent part:

Being Lot No. 2 on the Final Subdivision Plat for Michael T. Bernier and wife, Dana N. Bernier, a plat of which is of record in Plat Book 26, page 208, Register’s Office of Sumner County, Tennessee, to which reference is hereby made for a more complete description of said lot.

The Final Subdivision Plat Notes referenced in the deed state, in pertinent part:

11. A portion of lot #3 shown is to be used for the subsurface sewage disposal of lot #2, as shown in the respective easement provided.

* * *

14. The shaded areas are reserved for the installation of the subsurface sewage disposal system. . . .

15. Lot #2 is approved for a maximum three (3) bedroom residence with use of a conventional subsurface sewage disposal system.

In order to build a home on the property, a sewage system was required. However, the soil conditions of Lot #2 proved unsuitable for the installation of a conventional subsurface sewage disposal system. Accordingly, the Berniers conveyed to the Morrows a subsurface sewage disposal easement for the use and benefit of Lot #2. The easement was located on a portion of Lot #3, which the Berniers also owned. The Morrows sought, and obtained from the Tennessee Department of Environment and Conservation Division of Ground Water Protection (“TDEC”) a permit to install an underground low pressure pipe sewage system (“low pressure system”) on Lot #3. The low pressure system was installed and is presently in use by the Morrows for the benefit of Lot #2. The TDEC further required that the land be suitable for a secondary system, should the need for one ever arise. However, during installation of the primary system, it was determined that the soil in the

-2- area was unsuitable for the secondary low pressure system. Accordingly, the Morrows sought and obtained from the TDEC permission to install an experimental wetland sewage disposal system for use as the secondary waste disposal system for Lot #2.

To prevent the installation of the wetland sewage disposal system, on March 2, 2011, the Berniers filed a Complaint and Application for Temporary Restraining Order in the Sumner County Circuit Court. The Berniers argued that the wetland sewage disposal system was in violation of the restrictive covenants contained on the Final Plat. The Berniers asserted that these restrictive covenants required the Morrows to install a “conventional,” “subsurface” sewage system. The Berniers attached to their complaint a letter from Mark Dew, a Certified Tennessee Soil Consultant. In his letter, Mr. Dew stated that the experimental wetland system sought by the Morrows was not a subsurface system because a portion of the system was above ground. In addition, Mr. Dew noted that, without proper maintenance, wetland systems can cause odors and above ground exposure to wastewater.

The trial court granted the Berniers’ request for an emergency temporary restraining order on March 2, 2011. A hearing was scheduled to determine whether a temporary injunction should be granted on March 9, 2011. In advance of the temporary injunction hearing, on March 8, 2011, the Bernier’s filed a Memorandum of Law in support of their position. In the Memorandum, the Berniers’ again argued that the wetland system was not a “subsurface” system as required by the Final Subdivision Plat.

On March 11, 2011, the Berniers amended their complaint to add a cause of action for breach of other subdivision restrictions, as well as to name Phillip D. Dickerson as a defendant to the action. Mr. Dickerson created a map of the area that erroneously stated that the area was suitable for a secondary low pressure system. The complaint was later amended to remove Mr. Dickerson as a defendant and the Berniers’ claim against him was non-suited. On March 23, 2011, the trial court entered an order enjoining the Morrows from constructing the wetland sewage system and requiring the Berniers to pay a bond in the amount of $1,000.00.

On March 31, 2011, the Morrows filed an answer to the Berniers’ complaint. In their answer, the Morrows denied that the wetland sewage system was above ground, but asserted that it was, in fact, a subsurface sewage system. In addition, the Morrows denied that Mr. Dew was competent to testify as to an experimental wetland sewage system because he admitted he had only encountered one such system throughout his career. On May 5, 2011, the Morrows also sought leave to file a third-party complaint against Mr. Dickerson. On the same day, the trial court entered an agreed order allowing the third-party complaint. The Morrows subsequently filed their complaint, which alleged that Mr. Dickerson was negligent in mapping the area.

-3- On May 16, 2011, the Berniers filed a second motion for a Temporary Injunction. This motion sought an injunction to prevent the Morrows from constructing an experimental wetland sewage disposal system on Lot #2, the lot the Berniers had conveyed to the Morrows for construction of a home. The Berniers raised the additional argument that the Final Subdivision Plat Notes specifically require that the sewage system be “conventional,” and argued that an experimental wetland sewage system does not meet that requirement.

The Morrows filed a response to the motion on May 19, 2011, agreeing that they had been approved by the TDEC to install a wetland system on their own lot, Lot #2, but denying that the Final Subdivision Plat in any way restricted their ability to do so.

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Michael T. and Dana N. Bernier v. Robert ("Shawn") and Jamie Morrow, Counsel Stack Legal Research, https://law.counselstack.com/opinion/michael-t-and-dana-n-bernier-v-robert-shawn-and-ja-tennctapp-2013.