Sullivan v. O'Connor

961 N.E.2d 143, 81 Mass. App. Ct. 200
CourtMassachusetts Appeals Court
DecidedJanuary 27, 2012
DocketNo. 10-P-1590
StatusPublished
Cited by38 cases

This text of 961 N.E.2d 143 (Sullivan v. O'Connor) is published on Counsel Stack Legal Research, covering Massachusetts Appeals Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sullivan v. O'Connor, 961 N.E.2d 143, 81 Mass. App. Ct. 200 (Mass. Ct. App. 2012).

Opinion

Fecteau, J.

John P. Sullivan and Pamela A. Sullivan (col-

lectively, Sullivans), plaintiffs in an action for declaratory judgment in the Land Court, appeal from the allowance of the motion for summary judgment made by the defendants, the trustees (defendant trustees or trustees) of the Westwood Hills Improvement Association (association). The Sullivans, who own a home within the community of the association, sought a judgment declaring that they are not required to pay semiannual assessments to the association. The Sullivans contend that the judge erred in deciding that the association could enforce its assessments against the Sullivans as an equitable servitude that burdened their land. Additionally, the Sullivans aver the judge erred in failing to issue the requested declaration that the deed restrictions, consistent with covenants of a 1929 declaration of trust, have expired by operation of G. L. c. 184, § 28, and thus that the Sullivans’ property is not bound by a 1991 “declaration of restrictive covenants.”4 With a modification and an amendment, in large part we affirm.

Background. The association is an unincorporated association created by a declaration of trust recorded in 1929. The association holds various properties in Westwood Hills, known collectively as the Westwood Hills Community (community). The association was created to provide services and amenities to the community, including common ownership and creation of roadways, parks, trees, and playgrounds; their maintenance by snow removal and landscaping services; and general community maintenance. The association also pays taxes, assessments, and liens that have been levied on property held by the association. Pur[202]*202suant to the language of the declaration of trust, the trustees of the association shall issue certificates to property owners in the community, and whenever such property is sold, the former owner must transfer that certificate to the new owner.5

1. Sullivans’ deed. In 1977, the Sullivans purchased property within the community at 14 Surrey Lane (the property). Their deed made a specific title reference to a 1947 deed from the Westwood Hills, Inc., to the association.6 This 1947 deed, in [203]*203turn, made a specific title reference to the 1929 declaration of trust that created the association and in which the duty to pay assessments appears.

The language of the deeds in the Sullivans’ chain of title expressly subjects said property to “any and all restrictions of record which are now in force and applicable thereto,” which are imposed for the benefit of the association and the property owners. The Sullivans’ deed specifically recites that the premises are conveyed, along with “all the privileges and appurtenances thereto belonging, . . . [tjogether with all right, title, and interest of the grantor in the abutting portion of Surrey Lane to the center line thereof, subject to the use thereof by others having rights therein.” The Sullivans, moreover, purchased said property subject to restrictions for “the benefit of all the owners of land in Westwood Hills,” restrictions that “shall be enforceable by the Trustees of the Westwood Hills Improvement Association; or by any or all owners of lots of land in said Westwood Hills,” and “are to remain in force until the expiration of one hundred and fifty years from January 1, 1930,” unless otherwise released, as mentioned in a recorded declaration of trust, “by a two-thirds vote of the holders of certificates” in the association.

Among the various restrictions imposed upon the property, the Sullivans’ deed sets forth restrictions on setbacks, subdivisions, and new construction, and a prohibition on commercial use. The restrictions further curb appropriate uses of the property, reserving to the association the right to approve or disapprove certain uses. However, the Sullivans’ deed does not contain any language that expressly requires membership in, or payment of assessments to, the association. As such, the Sullivans claim never to have received a certificate from the association or from the Melvilles, from whom they purchased the property, obligating payment of assessments to the association, and that they (the Sullivans) never agreed to be members of or bound to the association.7

From their purchase in July, 1977, through June, 1983, the Sullivans received notice of, and paid, semiannual assessments [204]*204from the association. After June, 1983, the Sullivans ceased all payments and thereafter on several occasions requested the association set forth a sufficient basis upon which it could enforce said assessments against the Sullivans.8 The association responded by sending letters from various trustees explaining the association’s understanding of the 1929 trust declaration and enclosing a copy of it. In 1991, the association filed and recorded a “declaration of restrictive covenants,” which was signed by every property owner in the community with the exception of the Sullivans.

2. Procedural history. In 2007, the trustees brought suit against the Sullivans in District Court seeking their unpaid assessments (from and after June, 1983). The Sullivans responded by obtaining a stay of the District Court action in order to file the present action in the Land Court for declaratory and injunctive relief.

Discussion. We review the motion record according to the familiar summary judgment standard. Summary judgment is appropriate if, “viewing the evidence in the light most favorable to the nonmoving party, all material facts have been established and the moving party is entitled to a judgment as a matter of law.” Augat, Inc. v. Liberty Mut. Ins. Co., 410 Mass. 117, 120 (1991), citing Mass.R.Civ.P. 56(c), 365 Mass. 824 (1974). “[A] party moving for summary judgment in a case in which the opposing party will have the burden of proof at trial is entitled to summary judgment if he demonstrates . . . that the party opposing the motion has no reasonable expectation of proving an essential element of that party’s case. To be successful, a moving party need not submit affirmative evidence to negate one or more elements of the other party’s claim.” Kourouvacilis v. General Motors Corp., 410 Mass. 706, 716 (1991).

An appeal based on a summary judgment motion is subject to de nova review by this court. Fortenbacher v. Commonwealth, 72 Mass. App. Ct. 82, 85 (2008). “The principles governing interpretation of a deed are similar to those governing contract interpretation.” Estes v. DeMello, 61 Mass. App. Ct. 638, 642 (2004). Interpretation of a contract or an agreement is a question [205]*205of law. Lumber Mut. Ins. Co. v. Zoltek Corp., 419 Mass. 704, 707 (1995). When interpreting a contract, the judge must look at the contract as a whole. See Starr v. Fordham, 420 Mass. 178, 190 (1995), quoting from Commissioner of Corps. & Taxn. v. Chilton Club, 318 Mass. 285, 288 (1945) (“the scope of a party’s obligations cannot ‘be delineated by isolating words and interpreting them as though they stood alone’ ”). Similarly, “[t]he interpretation of a written trust is a matter of law to be resolved by the court. ... A trust should be construed ‘to give effect to the intention of the settlor as ascertained from the language of the whole instrument considered in the light of the attendant circumstances.’ ” Schroeder v.

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Bluebook (online)
961 N.E.2d 143, 81 Mass. App. Ct. 200, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sullivan-v-oconnor-massappct-2012.