Wildlands Trust of Southeastern Mass., Inc. v. Cedar Hill Retreat Center, Inc.

CourtMassachusetts Appeals Court
DecidedNovember 12, 2020
DocketAC 19-P-971
StatusPublished

This text of Wildlands Trust of Southeastern Mass., Inc. v. Cedar Hill Retreat Center, Inc. (Wildlands Trust of Southeastern Mass., Inc. v. Cedar Hill Retreat Center, Inc.) 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
Wildlands Trust of Southeastern Mass., Inc. v. Cedar Hill Retreat Center, Inc., (Mass. Ct. App. 2020).

Opinion

NOTICE: All slip opinions and orders are subject to formal revision and are superseded by the advance sheets and bound volumes of the Official Reports. If you find a typographical error or other formal error, please notify the Reporter of Decisions, Supreme Judicial Court, John Adams Courthouse, 1 Pemberton Square, Suite 2500, Boston, MA, 02108-1750; (617) 557- 1030; SJCReporter@sjc.state.ma.us

19-P-971 Appeals Court

WILDLANDS TRUST OF SOUTHEASTERN MASSACHUSETTS, INC.1 vs. CEDAR HILL RETREAT CENTER, INC.

No. 19-P-971.

Suffolk. May 7, 2020. - November 12, 2020.

Present: Neyman, Englander, & Hand, JJ.

Real Property, Conservation restriction. Practice, Civil, Findings by judge, Presumptions and burden of proof. Waiver.

Civil action commenced in the Superior Court Department on May 4, 2016.

The case was heard by Kenneth W. Salinger, J.

Emily Kanstroom Musgrave for the plaintiff. Jason W. Morgan for the defendant. Christopher A. Klem, Lillian F. McCullough, & Heather M. Romero, for Massachusetts Audubon Society & another, amici curiae, submitted a brief.

1 Wildlands Trust of Southeastern Massachusetts, Inc., has changed its name to Wildlands Trust, Inc. Consistent with our practice, we use the entity name that appears in the amended complaint. 2

NEYMAN, J. In this case, we interpret a conservation

restriction (restriction) voluntarily placed on a parcel of real

property owned by the defendant, Cedar Hill Retreat Center, Inc.

(Cedar Hill). The plaintiff, Wildlands Trust of Southeastern

Massachusetts, Inc. (Wildlands Trust), contends that a Superior

Court judge incorrectly construed certain provisions of the

restriction, and that, as a result, the judge erred in

determining that Cedar Hill did not violate the restriction. We

agree that the judge's interpretation of one provision of the

restriction was inconsistent with its plain meaning. However,

we affirm the judgment because we agree with the judge that

Wildlands Trust did not prove that Cedar Hill committed a breach

of the restriction as properly construed.2,3

Background. In 1969, the Massachusetts Legislature enacted

the Conservation Restriction Act, G. L. c. 184, §§ 31-33, which

created a framework to protect conservation lands, historic

properties, and agricultural lands through the use of what are

essentially negative easements. The grantor of a conservation

restriction voluntarily restricts the use of its land. See,

2 As discussed below, Wildlands Trust did not preserve for appeal its claim that the judge erred in placing the burden of proof on it at trial.

3 We acknowledge the amicus brief submitted by the Massachusetts Audubon Society and the Massachusetts Land Trust Coalition. 3

e.g., Goldmuntz v. Chilmark, 38 Mass. App. Ct. 696, 697-698

(1995). The grantor maintains possession but grants a

nonpossessory interest in the property to a holder -- generally

a government entity or charitable organization -- which agrees

to protect the natural aspects of the property. See G. L.

c. 184, § 32. In this manner, c. 184 furthers "the public

benefits of conserving land and water in their 'natural, scenic

or open condition.'" Weston Forest & Trail Ass'n v. Fishman, 66

Mass. App. Ct. 654, 658 (2006), quoting G. L. c. 184, § 31. The

creation of a permanent conservation restriction requires

government approval, including by the Secretary of Energy and

Environmental Affairs, who must determine that the restriction

is in the public interest. See generally G. L. c. 184, §§ 32-

33. Conservation restrictions have become a popular tool for

land conservation in the Commonwealth. There was evidence at

trial that conservation restrictions currently protect more than

4,000 properties in Massachusetts.

1. The premises.4 One such property is the approximately

twelve-acre parcel on the shores of Duxbury Bay in Duxbury that

is the subject of this litigation. The premises is

predominantly undeveloped coastal habitat, but it also contains

4We refer to the real property at issue in this litigation as the premises, consistent with the terminology used in the restriction. 4

two residential buildings, a small storage shed, an unpaved

driveway, and an unpaved path to the beach. The Ballou Channing

District of the Unitarian Universalist Association (Ballou

Channing), a religious organization, acquired the premises in

the 1980s and used it for retreats and educational programs for

approximately thirty years. In 2008, John and Cynthia Reed, who

own an abutting parcel, paid Ballou Channing $3 million to

secure a conservation restriction protecting the premises. The

Reeds appreciated living next to undeveloped land and wanted to

ensure that the premises "would not be developed or used in a

way that would disturb their own peace and quiet." In 2009,

Ballou Channing created Cedar Hill and transferred ownership of

the premises to it, subject to the restriction. Today, Cedar

Hill operates the premises, in part, as a retreat center,

renting the buildings to companies, families, and other groups

for a fee.

Wildlands Trust helped the Reeds negotiate and obtain the

restriction, agreed to assume responsibility for monitoring and

enforcing the terms of the restriction, and is a signatory to

the restriction. Wildlands Trust is a regional land trust that

works to preserve and protect native habitats, farmland, and

areas of scenic value in southeastern Massachusetts. It

oversees approximately 260 properties, encompassing more than

8,500 acres of protected land. It monitors properties through 5

annual visits and notifies the landowner if it believes there

are violations of the restriction applicable to a particular

property.

2. The conservation restriction. The restriction, which

was recorded in the Plymouth County registry of deeds on October

24, 2008, states in section II5 that its purpose is to

"protect[], preserve[] and conserve[] in perpetuity [the]

predominately natural, scenic, wooded and open space condition

[of the Premises] . . . [,] the bird, plant, and wildlife

populations on the Premises, and . . . the aesthetic and

ecological condition of the Premises," while also "permitt[ing]

uses described" in section III.B of the restriction.

5 Section II of the restriction, captioned "PURPOSE," states, in relevant part:

"Grantor intends that this Conservation Restriction will assure that, while permitting uses described in Section [III.B} below, the Premises will be protected, preserved and conserved in perpetuity in its predominately natural, scenic, wooded and open space condition. Grantor intends that this Conservation Restriction will preserve and protect in perpetuity (i) the bird, plant and wildlife populations on the Premises, and (ii) the aesthetic and ecological condition of the Premises. Grantor also further intends that this Conservation Restriction will prevent any use of the Premises other than for the intention mentioned above or the permitted uses described in Section [III.B]. below. Grantor additionally intends that this C[onservation ]R[estriction] will prevent those activities that would materially impair or harm the Premises or conservation interests that are the subject of this Conservation Restriction, or in any manner conflict with the maintenance of the Premises in its existing natural, scenic, wooded, open space condition." 6

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Wildlands Trust of Southeastern Mass., Inc. v. Cedar Hill Retreat Center, Inc., Counsel Stack Legal Research, https://law.counselstack.com/opinion/wildlands-trust-of-southeastern-mass-inc-v-cedar-hill-retreat-center-massappct-2020.