Peterson v. Picardi ex rel. Beachwood Realty Trust

15 Mass. L. Rptr. 343
CourtMassachusetts Superior Court
DecidedOctober 9, 2002
DocketNo. 022041
StatusPublished

This text of 15 Mass. L. Rptr. 343 (Peterson v. Picardi ex rel. Beachwood Realty Trust) is published on Counsel Stack Legal Research, covering Massachusetts Superior Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Peterson v. Picardi ex rel. Beachwood Realty Trust, 15 Mass. L. Rptr. 343 (Mass. Ct. App. 2002).

Opinion

Fecteau, J.

This matter involves a claim by the plaintiffs that the defendants are encroaching upon their rights to exclusive and quiet enjoyment of a life estate granted to them by the original life tenant, as well as violating a restrictive covenant concerning the same land. The plaintiffs application for a preliminary injunction came on for hearing on October 7, 2002, and it was argued by counsel; thereupon, in consideration of the pleadings, affidavits and arguments of the parties in support of and in opposition to the entry of a preliminary injunction, the court makes the following findings of fact and rulings of law. In determining whether to grant a preliminary injunction, this court considers the balancing test set forth in Packaging Industries Group, Inc. v. Cheney, 380 Mass. 609, 616-17 (1980). See also Planned Parenthood League of Massachusetts Inc. v. Operation Rescue, 406 Mass. 701, 710 (1990).

I find that there is a likelihood that the moving party will be largely successful after a full hearing on the merits, with one exception discussed below.

By deed dated December 31, 1987, Helen Onufrock conveyed all right, title and interest in a ten-acre parcel, more or less, to the defendant, but reserving for herself a life estate in the structures then in existence thereon, namely a house, garage and gazebo, as well as a pool, together with the land surrounding all the structures in a 100 ft. radius. In addition, pursuant to the purchase and sale agreement, the defendant agreed to certain restrictions that he recorded in a covenant, to run with the land, concurrent with the life term. These restrictions included a duty upon the individual defendant (and those in privity with him, such as the realty trust) to keep the structures subject to the life estate insured and in good repair, that he was to pay real estate taxes, that he was to “provide all necessary maintenance and upkeep to the property and structures subject to the life estate to maintain their present condition (normal wear and tear excepted), including the removal of snow from the drive, and customary lawn mowing and care.” Moreover, he agreed that “there shall be no sub-division of the 465,928+/- square feet other than to allow the construction of one additional single family residence,” that “there shall be no business use made of the property” and “there shall be no storage of business vehicles on the property.”

On February 27, 1991, Helen Onufrock, having vacated the property and moved to Virginia, conveyed her life estate to the plaintiffs. Shortly thereafter, the defendant filed suit against the plaintiffs seeking a declaratory judgment and injunctive relief contesting the validity of the transfer of the life estate and to determine the status of the plaintiffs as he contended them to be trespassers with no rights in the property. That matter was determined by the court against the defendant herein, in effect declaring that the plaintiffs acquired all of the rights in the life estate.

The plaintiffs now complain that the defendants are: (a) constructing one residential structure on the locus in addition to his own that was constructed as a part of the original grant to Picardi or his designee, (b) that he is constructing another home on an adjoining parcel of land taking advantage of a septic system newly installed on the locus, which installation would be subject to the restrictive covenant against “business” use of the property, (c) that he has encroached on the 100 ft. perimeter by the installation of a septic system serving the residences of the parties and a frost wall, in the nature of a foundation for an addition to the original garage, (d) that he has not kept the structures and grounds maintained and in good repair, (e) that he has stored business equipment in the garage which is within the life estate of the plaintiffs.

The controversy between the parties is due, in part, to a narrow view of the restrictions taken by the defendant and a broad view by the plaintiffs. First, the defendant’s view of the restriction against “sub-division” is to limit its meaning to subdivisions that [344]*344require approval under the Subdivision Control Law, G.L.c. 41, §§81A-GG and, since such approval was not required to divide parcels having frontage on a public way (ANR lots, so-called), he distinguishes an “ANR” lot from one for which planning board approval is required. He therefore contends that he is not restricted from building residential structures on such a lot in addition to that he built for himself (the obvious purpose of the grant of permission to him to build one house). This court interprets the language of the clause in question as clearly and unmistakeably limiting the number of houses that he may build on the locus to one, that being his own present residence.

The plaintiffs’ view with respect to the restriction against business use of the properly is equally flawed, but due to overbreadth. They argue that to install a septic system on the locus to service a house on an adjacent parcel was to use the property for a “business” use, namely, the sale of homes. Such a reading is not reasonable. The intent was obviously to prohibit a business to be conducted on the property, such as retail establishments, or other commercial or industrial concerns and such a restriction does not and did not intend to prohibit the defendant’s use of the locus to install a septic system to service a house not on the locus, as such is not “business” use of the locus, even considering that the house being built on the Rosse lot is for resale. Therefore, I find that the plaintiffs have sustained their burden to demonstrate a reasonable likelihood of success on the merits as far as the defendant’s construction of a second residence on the locus being a violation of the restrictive covenant, but has not sustained their burden as to the construction of a home on the lot conveyed to the defendant(s) from Rosse, which is not subject to the restrictions.

With respect to the remaining violations, including the disruption to the 100 ft. buffer zone surrounding the structures that form the plaintiffs’ life estate, neither the home built and presently occupied by the defendant Picardi nor the septic system he installed to service it and that of the plaintiff are viewed as a violation of the restrictions. The “frost wall,” to the extent that it is within the 100 ft. zone, is a violation, and shall be discussed below in connection with the discussion of irreparable harm.

With respect to the violations alleged by the plaintiffs, with the exception of the construction of a second residential structure on the locus, failure to issue the preliminary injunction will not subject the moving party to a substantial risk of irreparable harm, i.e., loss of rights not capable of remediation by a final judgment in law or equity should the moving party prevail after a full hearing on the merits. The life by which the life estate and restrictive covenant is to be measured is that of Helen Onufrock, now age 95. The plaintiffs’ rights of occupancy terminate upon her death. The encroachments alleged, with the exception of the construction on “lot 2,” including the frost wall, are capable of remediation, which the defendants agree to perform and they shall be ordered to return the 100 ft. zone to the condition it was prior to the disruption. The frost wall may remain but shall be covered or hidden from view by landscaping.

The court finds that the granting of the preliminary injunction will not create a substantial risk of irreparable harm to the party opposing the issuance of the injunction.

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Related

Packaging Industries Group, Inc. v. Cheney
405 N.E.2d 106 (Massachusetts Supreme Judicial Court, 1980)
Planned Parenthood League of Massachusetts, Inc. v. Operation Rescue
550 N.E.2d 1361 (Massachusetts Supreme Judicial Court, 1990)

Cite This Page — Counsel Stack

Bluebook (online)
15 Mass. L. Rptr. 343, Counsel Stack Legal Research, https://law.counselstack.com/opinion/peterson-v-picardi-ex-rel-beachwood-realty-trust-masssuperct-2002.