Weikel v. TCW Realty Fund II Holding Co.

55 Cal. App. 2d 1234
CourtCalifornia Court of Appeal
DecidedMay 22, 1997
DocketNo. D021219
StatusPublished

This text of 55 Cal. App. 2d 1234 (Weikel v. TCW Realty Fund II Holding Co.) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Weikel v. TCW Realty Fund II Holding Co., 55 Cal. App. 2d 1234 (Cal. Ct. App. 1997).

Opinion

Opinion

NARES, J.

In a continuation of a controversy now entering its second decade, after an adverse decision in both the trial court and in this court on a lawsuit filed against TCW Realty Fund II Holding Company (TCW), Rancho Bernardo Village Associates et al. (RBVA), and Lyman Clark et al. (the Clarks), Lorraine Weikel, individually and as executor for Maurice Weikel, deceased (hereafter, Weikel) subsequently refiled suit against all of the original defendants. Weikel now appeals following the sustaining of demurrers by respondents TCW, RBVA and the Clarks to the latest action. Weikel argues that her complaint was not barred. We affirm the judgment.

Factual and Procedural Background1

“A. The Parties

“The dispute revolves around a small wedge of land (hereafter ‘the wedge’) which formed part of the boundary between two adjacent shopping centers in Rancho Bernardo. Dr. Maurice Weikel (now deceased) and his wife Lorraine owned the shopping center (the Weikel Center) on the northern side of the wedge.

“The shopping center on the southern side of the wedge is known as ‘The Plaza.’ The Plaza was developed by defendant/respondent Rancho Bernardo Village Associates (RBVA). Defendants/respondents Jay Kuhne and Ralph Braden were the general partners of RBVA. In 1984 defendant/respondent/ cross-appellant TCW Realty Fund II Holding Company (TCW) purchased The Plaza from RBVA.

“At the northern end of The Plaza, adjacent to the wedge, is a retail shop occupied by defendant/respondent Lyman Clark. This lawsuit resulted from the conflict between Weikel’s desire to build on the wedge and TCW’s desire to preserve the integrity and beauty of Clark’s shop.

[1238]*1238“B. Phase I: The Initial Dispute and the ‘RBVA Agreement’

“In 1980 RBVA began developing The Plaza immediately south of the Weikel Center. The permit to build The Plaza contained the condition that there be direct access across the common boundary between The Plaza and the Weikel Center.2

“In late 1981 RBVA, without Weikel’s approval, unilaterally installed various forms of access across the common boundary. It removed curbs, landscaping and sprinkler systems to open a vehicle passage in front of Clark’s shop; it opened a curb to provide access behind Clark’s shop; and at the other end of the common boundary it installed a sidewalk leading from a bank and office building to Weikel’s parking lot. After Weikel protested, RBVA barricaded vehicle access, removed the sidewalk, and agreed to restore Weikel’s improvements if an agreement on access were not reached.

“Extensive negotiations resulted in the so-called ‘RBVA agreement.’ Weikel agreed to cooperate on an access agreement if RBVA would commit to a number of endeavors, one being to convey to Weikel title to The Plaza’s portion of the wedge.3

“Weikel wanted to build on the wedge, and to that end requested that RBVA convey a fee interest. However, RBVA’s lender would not agree to release any land from its security. To avoid that problem, Weikel’s attorney suggested Weikel accept an alternative solution: RBVA would grant Weikel an encroachment or building easement over The Plaza’s side of the wedge to allow Weikel to build on the wedge. RBVA’s lender agreed to subordinate to this easement. The RBVA agreement, by which the parties granted each other ‘access easements’ and RBVA granted Weikel his ‘building easement,’ was finalized and documented by March 1984.

“Meanwhile, RBVA was negotiating to sell the property to TCW. TCW conditioned its purchase on resolution of the dispute between RBVA and Weikel and the removal of the parking lot barriers. The RBVA agreement accomplished that goal. The 1984 access easements specifically provided mutual ingress and egress so that traffic could move freely between the two [1239]*1239centers. The building easement and access easements were recorded in April 1984, and TCW’s acquisition of The Plaza closed in June 1984.

“C. Phase II: The ‘Lot Split Agreement’

“Weikel soon learned the building easement would not work. The City would not approve construction which straddled a lot boundary. Weikel approached TCW in May 1985 to determine if TCW would agree to a lot line adjustment enabling him to build on the wedge.

“From the earliest meetings TCW expressed concerns over the impact a lot line adjustment might have on Clark’s shop. At the initial May 1985 meeting, concerns about cutting off Clark’s windows were raised, with TCW indicating it was willing to cooperate but was concerned about an agreement which might engender a lawsuit should the lot line adjustment restrict Clark’s sight or cut into his roof canopy.

“Preserving Clark’s roof line, sight lines and windows was a continuing concern expressed by TCW on numerous occasions. Typical of TCW’s statements was the following taken from a November 1985 letter in which TCW’s agent responded to Weikel’s proposal to build up to and tie into Clark’s building: ‘ “As I have indicated to you, we have some real concerns as to how these additional stores will affect our property, especially since they deal with the tearing down and altering of our roof line .... Our concern also relates to how the structure you plan to construct will affect [Clark’s store] and the exposure that it now enjoys. I do believe that this particular tenant would feel strongly about losing any part of the store front or exposure to any of his windows on the side or to the front of his store.” ’

“Similar concerns over the impact Weikel’s buildings might have on Clark’s sight lines and ‘canopy’ were expressed in meetings and correspondence in the succeeding years. Weikel’s representative, Mr. Cooper, met with Clark directly to discuss Clark’s concerns. Clark indicated he would fight any impingement of his sight lines or canopy, and Cooper assured him there would be no loss of windows or sight lines, and no loss of, or building under, the canopy.

“During the lengthy negotiations, TCW asked to see specific plans to determine how Weikel’s building might affect Clark, but Weikel understandably was reluctant to invest in detailed plans until it appeared the deal might materialize. However, Cooper continually reassured TCW that the worst possible impact on Clark would be the addition of sprinklers to the roof canopy or conversion of part of the canopy to an open trellis.

[1240]*1240“By the fall of 1987 relations between Weikel and TCW had become rancorous.4 However, TCW continued to negotiate, and also continued its efforts to obtain Weikel’s plans to determine any impact it might have on Clark. One of the plat maps Weikel’s agent provided to Ms. Mathews (TCW’s representative) clearly showed the proposed new boundary line going around Clark’s canopy, with the architect’s notation to keep any new building 10 feet from the canopy face.5

“TCW and Weikel eventually reached an agreement (the Tot split agreement’) in which TCW would convey certain land to Weikel, and the parties would substitute new access easements for the 1984 access easements, which contained the erroneous property description. The key provisions of the agreement related to Clark’s shop.

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Bluebook (online)
55 Cal. App. 2d 1234, Counsel Stack Legal Research, https://law.counselstack.com/opinion/weikel-v-tcw-realty-fund-ii-holding-co-calctapp-1997.