Tanglewood Homes Association, Inc. v. Stewart A. Feldman, Marla B. Feldman, and Miichael T. Kelly, Trustee

436 S.W.3d 48, 2014 WL 1711198, 2014 Tex. App. LEXIS 4655
CourtCourt of Appeals of Texas
DecidedApril 30, 2014
Docket14-11-01088-CV, 14-11-01089-CV
StatusPublished
Cited by85 cases

This text of 436 S.W.3d 48 (Tanglewood Homes Association, Inc. v. Stewart A. Feldman, Marla B. Feldman, and Miichael T. Kelly, Trustee) 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.

Bluebook
Tanglewood Homes Association, Inc. v. Stewart A. Feldman, Marla B. Feldman, and Miichael T. Kelly, Trustee, 436 S.W.3d 48, 2014 WL 1711198, 2014 Tex. App. LEXIS 4655 (Tex. Ct. App. 2014).

Opinion

OPINION 1

J. BRETT BUSBY, Justice.

These consolidated appeals arise out of a protracted dispute between Stewart and Marla Feldman and Tanglewood Homes Association, Inc. over the Feldmans’ desire to expand their home. When the Association rejected the Feldmans’ expansion plans as a violation of the Tanglewood Deed Restrictions, the Feldmans filed suit. Michael T. Kelly, the trustee for a trust that owned the adjacent lot, intervened in the litigation. At the conclusion of a lengthy, bifurcated trial, the trial court signed a final judgment awarding the Feldmans and the Trustee (collectively, plaintiffs) declaratory relief as well as monetary damages and attorneys’ fees. All parties appealed from that judgment. Because we conclude the Feldmans’ expansion plans are permitted by the Deed Restrictions, we affirm the challenged portions of the trial court’s judgment awarding plaintiffs declaratory relief. We also hold, however, that the jury’s “and/or” liability findings will not support the monetary damage awards, and plaintiffs may not recover their attorneys’ fees under the statutes on which they rely. We therefore reverse those portions of the judgment and render a take-nothing judgment on plaintiffs’ claims for damages and fees.

Background

A. Tanglewood Section 8 is a deed-restricted subdivision.

The Feldmans own a home, Tilbury I, in Section 8 of the Tanglewood subdivision. Each section of Tanglewood is governed by a specific set of deed restrictions that provide, in pertinent part:

RESTRICTIONS
For the purpose of creating and carrying out a uniform plan for the improvement and sale of Tanglewood, Section 8, ... according to plat thereof filed in the Office of the Harris County Clerk ...; [the Association] being the sole owner of all property located in said Tanglewood Section 8 desires to restrict the use and development of the property ... in order to insure that it will be a high class restricted district;
Now, therefore, [the Association] ... does hereby impose the following restrictions on said property which shall *55 constitute covenants running with the land, and shall inure to the benefit of [the Association] ... and to each and every purchaser of lands in said Addition and their assigns ... and any one of said beneficiaries shall have the right to enforce such restrictions using whatever legal method deemed advisable ....
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(3) Only one residence shall be constructed on each lot; however, this shall not prohibit the construction of a residence on a portion of two or more lots as shown by said map, provided such tract constitutes a homesite as defined in the succeeding paragraph.
(4) Parts of two or more adjoining lots facing the same street in the same block may be designated as one homesite provided the lot frontage shall not be less than the minimum frontage of the lots in the same block facing the same street.
(24) No building shall be built closer to the street or side property lines than the distance set forth in the schedule attached hereto ....

B. The Feldmans plan to expand their home.

In August 2008, the Feldmans learned their next-door neighbor, the owner of Til-bury II, was selling his home. The Feld-mans had long been interested in expanding their home by converting their existing garage into livable space and building a new garage onto the house. The Feld-mans’ initial plan was to purchase Tilbury II, annex a portion of the lot into Tilbury I, construct the new garage over the original property line and onto the annexed portion, and then sell the remainder of Tilbury II as a separate homesite. Based on that initial concept, the Feldmans, through the Trustee, placed Tilbury II under a purchase contract.

Once the Trustee had placed Tilbury II under contract, Mr. Feldman contacted the Association regarding his home expansion plans. Mr. Feldman informed the Association that he believed his expansion plans were permitted by paragraphs 3 and 4 of the Deed Restrictions. The Association’s manager, William Roe, responded that he did not believe the Deed Restrictions allowed a home owner to annex and build on a portion of an adjacent lot, and then sell the remainder of that lot as a separate homesite. According to the Association, the originally platted lot lines were part of the Deed Restrictions and the Feldmans’ plan would result in two residences on a single lot, violating paragraph 3 of the Deed Restrictions.

Although the Feldmans and the Association continued communicating through September with neither side changing its position, the Trustee closed on Tilbury II on October 1, 2008. That same day, a Cross Special Warranty Deed was signed in which portions of Tilbury I and Tilbury II were exchanged. This deed was never filed in the Harris County Property records.

Just over a week later, the Association sent the Feldmans a letter formally denying their home expansion plans. According to the Association, the Feldmans’ “plans do not address either the existing setbacks or setbacks applicable to the remainder partial lot resulting from the proposed subdivision.” The Association then informed the Feldmans that “the setbacks as platted would have to be changed,” which the Association lacked authority to do. The denial letter concluded by stating that the Association’s board of directors “considered all of these factors, as well as prior Board decisions” when it voted to deny the Feldmans’ proposal.

*56 C. The Feldmans sue the Association and the Trustee intervenes.

Faced with the Association’s denial of their plans, the Feldmans filed suit against it at the end of October 2008, asserting numerous causes of action. The Trustee eventually intervened in the litigation, asserting the same causes of action as the Feldmans.

The parties nevertheless continued to communicate directly regarding the Feld-mans’ plans. These communications included a notice to the Association that the Feldmans and the Trustee had located a qualified purchaser for Tilbury II, who required a commitment from the Association that Tilbury II minus the land annexed into Tilbury I could be used as a separate residence. The Association did not provide that commitment and the sale fell through.

The Feldmans also communicated with the Association about the construction of a fence along the new boundary line between Tilbury I and Tilbury II. One communication included an amended plat, which had been approved by the City of Houston and subsequently filed in the Hams County property records. In the amended plat, the City of Houston recognized and approved the new boundary line between Tilbury I and Tilbury II.

The Association initially did not recognize that the provided plat was an amended plat, and it notified the Feldmans that it was not approving the proposed fence. When the Association realized that the Feldmans had obtained an amended plat, it voted to reconsider the Feldmans’ expansion plans.

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Bluebook (online)
436 S.W.3d 48, 2014 WL 1711198, 2014 Tex. App. LEXIS 4655, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tanglewood-homes-association-inc-v-stewart-a-feldman-marla-b-feldman-texapp-2014.