Pamela Larsen Stack v. Sandra F. Larsen

Court of Appeals of Virginia·Decided September 26, 2023·No. 1301223·Published

Opinion

COURT OF APPEALS OF VIRGINIA

Present: Judges Raphael, Lorish and Callins PUBLISHED

Argued at Lexington, Virginia

PAMELA LARSEN STACK, ET AL.

OPINION BY

v. Record No. 1301-22-3 JUDGE STUART A. RAPHAEL SEPTEMBER 26, 2023

SANDRA F. LARSEN

FROM THE CIRCUIT COURT OF FRANKLIN COUNTY Timothy W. Allen, Judge

Vicki L. Francois (John S. Koehler; Justin A. Steele; Wiese Law Firm, PLC; The Law Office of James Steele, PLLC, on briefs), for appellants.

James J. O’Keefe (Michael S. Whitlow; MichieHamlett PLLC;

Whitlow & Youell PLC, on brief), for appellee.

Erik Larsen bequeathed a 101-acre tract of land to his adult children, Pamela Larsen Stack and Kirk Larsen, subject to the right of his second wife, Sandra F. Larsen, “to reside in [the] home . . . for so long as she is physically and mentally able to do so.” The will also provided for Sandra to “receive the monthly rental payments” from a cell-tower lease on the property. Two years ago, our Supreme Court concluded that Erik’s will “did not give Sandra a life estate in the property” and that Pamela and Kirk (the “children”) had concurrent property rights that were limited only “‘to the extent that they interfere[d] with [Sandra’s] ability to live on the property by herself.’” Larsen v. Stack, 298 Va. 683, 690-91 (2020) (alterations in original) (quoting Stack v. Larsen, No. CL18-2358, slip op. at 2, 2019 WL 11023850, at *2 (Franklin Cnty. Cir. Ct. Mar. 29, 2019)).

Following that decision, new disputes arose when Pamela announced that she planned to move into the second floor of the residence, displacing Sandra from her bedroom and limiting

Sandra’s occupancy to the first floor. The children also demanded that the cell-tower company send its rental payments to them for forwarding to Sandra, rather than pay Sandra directly. Sandra sued Pamela and Kirk for declaratory and injunctive relief, and the children counterclaimed seeking their own declaratory and injunctive relief.

The trial court declined the children’s request to divide the residence into two apartments, concluding that apportionment was impractical and that Erik had not intended for the children to live in the house with Sandra. The court also rejected the children’s request to charge Sandra rent. The court agreed, however, that the children have the right to inspect the property for waste, conditioned on 24 hours’ notice to Sandra and inspection at a time mutually agreeable to the parties. The court also ruled that the cell-tower rental income must be paid directly to Sandra. Finding no reversible error, we affirm.

BACKGROUND

A. The Property

The material facts are undisputed. In 1972, Erik Larsen bought 101.161 acres of property on Mystic Lane, in Wirtz, Virginia. In 1976, Erik, his first wife, and their two children—Pamela and Kirk—moved into a house on the property. Pamela and Kirk lived there as children until the mid-1980’s. Erik’s first wife died in 2005. Erik later married Sandra, who has lived in the house for more than 15 years. Erik died in 2017. Erik’s will devised the property to Pamela and Kirk, “subject to [Sandra] having the right to reside in [the] home . . . for so long as she is physically and mentally able to do so.”

The residence consists of 2,541.5 square feet on two floors, plus a 1,189-square-foot unfinished basement. The first floor features a kitchen, living and dining spaces, one bedroom, and one bathroom. The second floor contains a study, two bathrooms, and three bedrooms,

including the primary bedroom. The house has only a single electric meter, thermostat, and heating and air-conditioning system.

On the second floor, Sandra uses the primary bedroom as her bedroom and the study as her office. The computer and phone lines enter the house at the study. Sandra also uses the second floor for storage. She used the first-floor bedroom for several weeks before and possibly after Erik’s death, and she continues to use that bedroom in times of extreme heat or cold.1 Apart from the residence, the property contains a 672-square-foot mobile home and a cell tower. Erik and Sandra allowed various people to live in the mobile home, both before and after Erik’s death.2 In 2013, Erik and Sandra leased part of the property to Beacon Towers-VA L.L.C. to construct a cell tower. The cell-tower “[a]greement applies to and binds the heirs, successors, executors, administrators and assigns of the parties.” Erik’s will required that Sandra “receive the monthly rental payments, as provided for in the [agreement], for as long as she resides in [the house].” After Erik’s death, Beacon Towers began sending its payments directly to Sandra. Pamela and Kirk report that while this appeal was pending, Beacon Towers transferred its rights and obligations under the agreement to another cellular-services provider. Neither Beacon Towers nor its successor was joined as a party below.

B. Prior Litigation

This is not the first lawsuit between the parties. In 2018, Pamela and Kirk sued Sandra for a declaration that Sandra had only a limited right to live in the residence, not a life estate in

1 Pamela and Kirk claimed that photos taken in June 2017 and April 2018 showed that Sandra was living in the first-floor bedroom during those months. The trial court, however, made no finding about when Sandra used which bedroom, and Pamela and Kirk have not raised that issue here.

2 After Erik’s death, Sandra allowed her son to live in the mobile home over the children’s objection. In October 2020, however, the circuit court enjoined Sandra from letting anyone reside on the property.

the property. Larsen, 298 Va. at 686. The trial court ruled largely in the children’s favor. Sandra appealed, but the Supreme Court affirmed the trial court’s ruling. Id. at 693. The Court “conclude[d] that . . . Erik’s will only gave Sandra a limited right to reside on the property ‘for so long as she is physically and mentally able to do so.’ It did not give Sandra a life estate in the property.” Id. at 690. The Court concluded that “Pamela and Kirk had concurrent rights to use and access the property” that “were only limited ‘to the extent that they interfere[d] with [Sandra’s] ability to live on the property by herself.’” Id. at 691 (quoting Stack, slip op. at 2, 2019 WL 11023850, at *2).

C. Current Litigation

New disputes arose when Pamela and Kirk demanded that Sandra pay rent and real-estate taxes and the parties disagreed about who was responsible for securing property insurance. Pamela and Kirk claimed that the rental payments from Beacon Towers should be sent to them for delivery to Sandra, rather than being paid directly to her. Pamela also told Sandra that she planned to divide the house into two apartments and install a locking door at the top of the stairs. Pamela wanted the second floor for herself, restricting Sandra to the first floor and basement.

Sandra sued Pamela and Kirk for a declaratory judgment that she did not have to pay rent and that partitioning the house would unreasonably interfere with her right to reside there alone.3 Sandra requested a temporary injunction prohibiting the children from installing the door while the case was pending. The trial court denied that request, however, “so long as the door that is installed does not restrict [Sandra’s] ability to gain ingress and egress to the second-floor of the home, and does not impair [Sandra’s] ability to use and access the entire house.” Pamela and her husband then hired a contractor who installed the door.

3 Sandra also requested a declaration that Pamela and Kirk had to pay the real-estate taxes and that each party was responsible for procuring whatever property insurance was desired.

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