Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and Charles Sampley// Ali Mahrou and Gypsie Mahrou v. Ali Mahrou and Gypsie Mahrou// Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and Charles Sampley

CourtCourt of Appeals of Texas
DecidedJuly 22, 2016
Docket03-14-00441-CV
StatusPublished

This text of Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and Charles Sampley// Ali Mahrou and Gypsie Mahrou v. Ali Mahrou and Gypsie Mahrou// Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and Charles Sampley (Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and Charles Sampley// Ali Mahrou and Gypsie Mahrou v. Ali Mahrou and Gypsie Mahrou// Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and Charles Sampley) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and Charles Sampley// Ali Mahrou and Gypsie Mahrou v. Ali Mahrou and Gypsie Mahrou// Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and Charles Sampley, (Tex. Ct. App. 2016).

Opinion

TEXAS COURT OF APPEALS, THIRD DISTRICT, AT AUSTIN

NO. 03-14-00441-CV

Appellants, Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and Charles Sampley// Cross-Appellants, Ali Mahrou and Gypsie Mahrou

v.

Appellees, Ali Mahrou and Gypsie Mahrou// Cross-Appellees, Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and Charles Sampley

FROM THE DISTRICT COURT OF BLANCO COUNTY, 424TH JUDICIAL DISTRICT NO. CV07130, HONORABLE DANIEL H. MILLS, JUDGE PRESIDING

MEMORANDUM OPINION

This is a dispute over the existence and scope of easements affecting real

property in Blanco County. Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and

Charles Sampley (collectively, “Byrd”) sued Ali Mahrou and Gypsie Mahrou seeking declaratory

relief regarding the applicability of deed restrictions to the Mahrous’ tract of land in the Byrd Ranch

Estates subdivision. The Mahrous counter-claimed seeking recognition of a recreational easement

over Byrd’s land. The district court rendered final judgment granting relief in favor of both parties.

We will affirm the district court’s judgment.

Background

In 1973, Reba Byrd and her late husband L. Tonnet acquired a 1,502-acre cattle

ranch near Johnson City (the “Ranch”). In 2000, Byrd began to develop the northern portion of the

Ranch into the “Byrd Ranch Estates,” filing the Byrd Ranch Estates Declaration of Covenants, Conditions, and Restrictions (the “Declaration”) in the Blanco County property records and

completing a survey of the 22-tract subdivision.1 She began marketing the Estates through real estate

agents soon thereafter.

The northernmost portion of the Ranch—referred to as “Section 1” in surveys of the

land, advertisements, and the deeds for the individual tracts located within the section—consists

of approximately 440 acres and contains tracts 1 through 5 of the Byrd Ranch Estates. The central

portion of the Ranch, similarly referred to as “Section 2,” consists of approximately 498 acres

and contains tracts 6 through 22 of the Byrd Ranch Estates. As established by the Declaration,

Sections 1 and 2 are restricted “solely for single family residential use and no business or

commercial structure shall be constructed or placed on the Property.”2

Byrd retained ownership of the remaining portion of the Ranch, most often referred

to as the “southern portion,”3 which includes the entrance to the Ranch and access to Miller Creek

and the Miller Creek Dam. Residents of the Estates must travel through the southern portion of the

Ranch to reach the tracts in Sections 1 and 2. As such, the southern portion of the Ranch is burdened

with an easement that gives a right of ingress and egress in favor of the Section 1 and 2 owners via a

1 All of the properties at issue are located on the former Byrd Cattle Ranch in Blanco County near Johnson City. The geographic relationship of these and other relevant properties are depicted on our simplified version of the survey found in Appendix 1. 2 The district court found that the Declaration applies to Sections 1 and 2. Neither party challenges this point on appeal. 3 At trial, one witness referred to this southern portion of the Ranch as “Section 3.” The Mahrous’ brief to this Court also calls this area by that name. However, that moniker does not appear in any deed, title, survey, advertisement, or any other representation made by Byrd or her agents. Byrd refers to this area as “the southern portion,” “the cattle ranch,” “the frontage tract,” or “the Byrd Ranch.” The parties dispute this portion’s status and the burdens over it in relation to the Byrd Ranch Estates properties located in Sections 1 and 2.

2 Grant and Declaration of Easement. In 2006, Byrd sold an 85-acre parcel from the southern portion

of the Ranch to the Nagys, burdening that property with a residential restriction similar to that over

Sections 1 and 2.4 The remaining part of the southern portion of the Ranch still owned by Byrd is

not subdivided and is currently available for sale.

In July 2007, after learning that the Declaration she had filed in 2000 applied only

to Section 1, Byrd filed a “Notice of Addition of Land” in the Blanco County public records which

purported to subject all of Section 2 to the Declaration’s provisions. By this time, all tracts in

Section 1 had been sold as well as 15 tracts in Section 2 (including appellees’ tracts). Byrd sought

to have the Section 2 owners ratify the addition and affirm the applicability of the Declaration to the

lots in Section 2. In February 2011, Byrd’s attorney sent a letter to the Section 2 owners, including

appellees, stating that “owners who maintain the position that the Declarations do not apply to

Section 2 are potential defendants in a suit to be brought under the Texas Declaratory Judgment[s]

Act, if necessary.” By 2010 and 2011, all Section 2 land owners—except for appellees Ali and

Gypsie Mahrou, who own tracts 17 and 18—had executed separate ratifications of the Declaration.

Byrd brought suit against the Mahrous for declaratory judgment seeking to establish the Declaration

as applicable not only to Section 1, but also to Section 2. Byrd asserted a theory of implied negative

reciprocal easement, arguing that Sections 1 and 2 were part of a common plan or scheme of

development. Byrd also proffered a theory of extension via implicit ratification of the Declaration

by Section 2 owners upon the creation of the Section 2 Property Owners Association in 2005.

4 Although the Nagy property is burdened with a residential-use restriction similar to the one contained in the Declaration, Byrd maintains that the Declaration does not apply to any land in the “southern portion” of the Ranch. See shaded area on the map at Appendix 1.

3 In their answer and counterclaims, the Mahrous sought either to make the Declaration

applicable to Section 1 exclusively or, alternatively, to make the Declaration applicable to all

1,502 acres of the original ranch (i.e., impose the Declaration on the subdivision as well as the

land retained by Byrd). The Mahrous also sought the right of ingress, egress, and recreational use

of Miller Creek and the Miller Creek Dam, which is located on the southern portion of the Ranch

still owned by Byrd and which they had been using sporadically for recreational purposes since 2005,

asserting that they had a recreational easement across the southern portion to the Miller Creek area

by either implication or estoppel.

After a bench trial, the district court issued a final judgment that included the

following relevant declarations:

1. It is ORDERED, ADJUDGED and DECLARED that the Implied Negative Reciprocal Easement doctrine applies to Tracts 17 and 18, located in Section 2 of the Byrd Ranch Estates, owned by Defendants Ali Mahrou and Gypsie Mahrou, and those tracts are bound by the Byrd Ranch Estate Declaration of Covenants, Conditions and Restrictions . . . .

2. It is also ORDERED, ADJUDGED and DECLARED that the Defendants Ali Mahrou and Gypsie Mahrou have Ratified the Declaration for the Byrd Ranch Estates thru their participation in the formation and operation of the Byrd Ranch Estates Homeowners Association; specifically, that Tracts 17 and 18, located in Section 2 of the Byrd Ranch Estates are bound by the Byrd Ranch Estate Declaration of Covenants, Conditions and Restrictions . . . .

....

5.

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Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and Charles Sampley// Ali Mahrou and Gypsie Mahrou v. Ali Mahrou and Gypsie Mahrou// Reba A. Byrd, Individually and as Trustee of Reba Byrd Trust, and Charles Sampley, Counsel Stack Legal Research, https://law.counselstack.com/opinion/reba-a-byrd-individually-and-as-trustee-of-reba-byrd-trust-and-charles-texapp-2016.