Petroff v. Williams

246 P.3d 39, 240 Or. App. 201
CourtCourt of Appeals of Oregon
DecidedDecember 29, 2010
Docket0600298CC A138880
StatusPublished
Cited by1 cases

This text of 246 P.3d 39 (Petroff v. Williams) is published on Counsel Stack Legal Research, covering Court of Appeals of Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Petroff v. Williams, 246 P.3d 39, 240 Or. App. 201 (Or. Ct. App. 2010).

Opinion

246 P.3d 39 (2010)
240 Or. App. 201

Joe PETROFF, Petitioner-Respondent,
v.
John E. WILLIAMS and
Laurie A. Williams, Respondents-Appellants, and
Martin Underhill, Respondent.

0600298CC; A138880.

Court of Appeals of Oregon.

Argued and Submitted April 9, 2010.
Decided December 29, 2010.

*40 Laura N. Althouse, Portland, argued the cause for appellants. With her on the briefs were Dunn Carney Allen Higgins & Tongue LLP and Brian R. Talcott.

James M. Habberstad, The Dalles, argued the cause for respondent. With him on the brief was Shannon L. Tissot.

Before SCHUMAN, Presiding Judge, and WOLLHEIM, Judge, and ROSENBLUM, Judge.

ROSENBLUM, J.

In this action for a way of necessity, a corporation wholly owned by petitioner owned two adjoining parcels of property. Petitioner caused the corporation to sell one of the parcels to him without an easement for access, leaving it landlocked. Petitioner then filed in the trial court a petition for a way of necessity across respondent's property. The route he proposed follows an existing dirt track that can be traversed only in a four-wheel-drive vehicle and is impassable after heavy rains. The proposed route also crosses an area that has been identified as an archaeological site and, pursuant to a restrictive covenant mandated by law, may not be disturbed, including by grading of the road, unless an extensive evaluation of its cultural significance is conducted and reveals that the site either is not significant or can be protected by mitigation. The trial court granted the way of necessity but provided in the judgment that no ground disturbance may occur on it unless petitioner complies with the requirements of the covenant. Respondents appeal, arguing that petitioner's property is not truly landlocked and, if it is, petitioner is not entitled to a way of necessity because he created his own lack of access. They also argue that the way of necessity granted by the trial court is not practicable, because it cannot be kept passable without grading work that is presently prohibited by the covenant. On de novo review,[1] we conclude that the property is landlocked and that petitioner is not barred from seeking a way of necessity. However, we conclude that petitioner failed to prove that the proposed point of connection for the way of necessity is practicable. Accordingly, we reverse.

The material facts are largely undisputed. The properties at issue are large parcels on hilly terrain in rural Wasco County near the confluence of the Deschutes and Columbia rivers. In 1977, petitioner began leasing property owned by the Petroff Family Trust, which evidently is controlled by members of *41 petitioner's family. Petitioner used the leased property to grow wheat. Around 1979, petitioner incorporated J.E.P. Wasco, Inc., of which he is the president, secretary, and sole shareholder. He transferred the lease to the corporation. Sometime thereafter, the corporation purchased and began growing wheat on a 160-acre parcel of land known as the Fulton property, which is adjacent to and east of the land leased from the Petroff Family Trust. A parcel owned by Martin Underhill lies to the south of the Fulton property. In 1996 or 1997, J.E.P. Wasco began leasing and growing wheat on a 480-acre parcel, known as the Carlisle property, which lies to the north and east of the Fulton property. In 2001, J.E.P. Wasco purchased the Carlisle property for $199,000.

Fulton Road, a public road, crosses Underhill's property. A graded dirt road runs northwest from Fulton Road on Underhill's property and crosses onto the Petroff Family Trust property, where it runs north along the boundary with the Fulton property (though it does not touch the Fulton property). It eventually turns to the east and onto the Carlisle property. Thus, the Carlisle property can be reached from Fulton Road by driving 1.7 miles on the dirt road, which, for purposes of this litigation, is referred to as the "southerly route." However, there is no recorded easement granting the Carlisle property use of the road. Petitioner used the part of the southerly route on the Petroff Family Trust property to haul out the wheat harvested from the Carlisle property, but he reached a public road by driving across a field on the trust property rather than driving across the Underhill property.

According to petitioner, the former owner of the Carlisle property accessed it primarily via the "northern route," a steep, deeply rutted, half-mile-long dirt track that runs across the property to the north, where it connects with Moody Road. That point on Moody Road is approximately half a mile from the Deschutes River and less than a mile from the Columbia River. At the time, respondent John Williams's parents owned the property on which the dirt track lies.

Petitioner's intent when J.E.P. Wasco acquired the Carlisle property was for the corporation to improve the property and market it for a profit as a home site. Several years after buying the property, J.E.P. Wasco listed it for sale for $1.2 million.

In 2005, Williams's parents partitioned their property and sold the portion of it with the dirt track to respondents. Before they could partition the land, which lies in the Columbia River Gorge National Scenic Area, Williams's parents were required by the Wasco County National Scenic Area Land Use and Development Ordinance (NSA-LUDO) to have a "cultural resources reconnaissance survey" conducted on their property. The archaeologist who performed the survey found three sites with potential historical significance. Because of those discoveries, as a condition of allowing the partition, the NSA-LUDO required that a restrictive covenant be placed on the property to protect the three sites and buffer zones surrounding them. More than half of the dirt track lies within one of those buffer zones.

The covenant does not prohibit use of the dirt track for vehicle access. However, under the covenant, no "ground disturbance" can occur within the buffer zones unless an evaluation of the significance of the sites is conducted by a qualified archaeologist. NSA-LUDO § 14.500(C)(4)(c)(3)(e). We need not belabor the details of that evaluation; it suffices to say that the Wasco County surveyor, Daniel Boldt, testified in the trial court that the process is "daunting." If the archaeologist conducting the survey concludes that sites contain significant cultural resources, an assessment must be performed to determine whether a proposed use of the property will have an adverse effect on the cultural resources. NSA-LUDO § 14.500(E)(1). If an adverse effect is identified, a mitigation plan must be prepared. NSA-LUDO § 14.500(E)(3)(c). Mitigation plans are allowed only if they eliminate the adverse effect; otherwise, the proposed use is not permitted. NSA-LUDO § 14.500(F)(1). The covenant and the ordinance give Wasco County authority to determine whether a use is permitted, but participation by other governmental authorities, including the State Historic Preservation Office and Indian tribal governments, is required. *42 E.g., NSA-LUDO §§ 14.500(D)(2)(d), (3)-(5). An associate planner for Wasco County told Boldt in an e-mail that, if the sites on respondents' property are determined to be significant, "it is very unlikely that disturbance to the existing road would be allowed."

In 2006, respondents brought a quiet title action against J.E.P. Wasco to prevent it from using the northern route.

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Related

Petroff v. Williams
246 P.3d 39 (Court of Appeals of Oregon, 2010)

Cite This Page — Counsel Stack

Bluebook (online)
246 P.3d 39, 240 Or. App. 201, Counsel Stack Legal Research, https://law.counselstack.com/opinion/petroff-v-williams-orctapp-2010.