William M. Davis, Trustee of the Restatement of the Bill D. Davis and Judith E. Davis Joint Revocable Trust Agreement dated January 27, 1993 v. Larry A. Smith and Mary L. Smith

CourtMissouri Court of Appeals
DecidedMarch 22, 2022
DocketWD84125
StatusPublished

This text of William M. Davis, Trustee of the Restatement of the Bill D. Davis and Judith E. Davis Joint Revocable Trust Agreement dated January 27, 1993 v. Larry A. Smith and Mary L. Smith (William M. Davis, Trustee of the Restatement of the Bill D. Davis and Judith E. Davis Joint Revocable Trust Agreement dated January 27, 1993 v. Larry A. Smith and Mary L. Smith) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
William M. Davis, Trustee of the Restatement of the Bill D. Davis and Judith E. Davis Joint Revocable Trust Agreement dated January 27, 1993 v. Larry A. Smith and Mary L. Smith, (Mo. Ct. App. 2022).

Opinion

IN THE MISSOURI COURT OF APPEALS WESTERN DISTRICT

WILLIAM M. DAVIS, Trustee of the ) Restatement of the Bill D. Davis and ) Judith E. Davis Joint Revocable Trust ) Agreement dated January 27, 1993, ) ) WD84125 Respondent, ) v. ) OPINION FILED: ) March 22, 2022 ) LARRY A. SMITH and MARY L. ) SMITH, ) ) Appellants. )

Appeal from the Circuit Court of Ray County, Missouri The Honorable Kevin L. Walden, Judge

Before Division One: Mark D. Pfeiffer, Presiding Judge, and Karen King Mitchell and Gary D. Witt, Judges

Mr. Larry Smith and Mrs. Mary Smith (collectively “the Smiths”) appeal pro se from the

judgment of the Circuit Court of Ray County, Missouri (“trial court”), following a bench trial, in

favor of the Bill and Judith Davis Revocable Trust (“Trust”) on the Trust’s claim for injunctive

relief against the Smiths, enjoining the Smiths from interfering with the Trust’s use of its easement

for ingress and egress. We affirm. Factual and Procedural Background1

This appeal arises from a dispute amongst neighbors in a rural county concerning the

maintenance of a shared driveway used for the purpose of ingress and egress to and from their

respective properties.

The Smiths are fee simple owners of the fifteen-acre lot addressed 22525 Bobwhite Road,

and have been since 1997. Ms. Kendra Shrout was the fee simple owner of the adjacent five-acre

lot addressed 22523 Bobwhite Road until 2018 when title was conveyed to the Smiths.2 The Trust

is the fee simple owner of the adjacent ten-acre lot addressed 22521 Bobwhite Road, and has been

since 2015. The Trust’s ten-acre lot is landlocked; the only way to access the lot is a

thirty-foot-wide driveway over the Smiths’ property.3

In 2007, the Trust’s ten-acre lot was then owned by LaSalle Bank National Association

(“Bank”). That same year, the Smiths and the then owner of 22523 Bobwhite Road executed an

Easement Agreement4 granting the Bank an easement appurtenant in the thirty-foot-wide driveway

1 “In reviewing a bench-tried case, the appellate court views the facts in the light most favorable to the judgment.” Price v. Thompson, 616 S.W.3d 301, 305 n.2 (Mo. App. W.D. 2020) (internal quotation marks omitted). 2 Ms. Shrout was originally named as a party to the underlying cause of action filed by the Trust, but was voluntary dismissed prior to trial. 3 The thirty-foot-wide driveway crosses both 22525 and 22523 Bobwhite Road, which are both now owned by the Smiths, and is the only right-of-way permitting passage between the public roadway, Bobwhite Road, and the Trust’s land. 4 The Easement Agreement describes the easement as follows:

A thirty (30) foot ingress-egress easement over those portions of lot 1A and lot 2A in the replat of lots 1 and 2, in Ray County Missouri, being 15 feet on each side of the following described centerline: beginning at a point on the West line of said lot 1A that is South 04 degrees 24 minutes 56 seconds East 75.96 feet from the Northwest corner of said lot 1A, said point being the centerline of Bobwhite Road; Thence southeasterly along the centerline of said easement the following course: south 87 degrees 47 minutes 31 seconds East 91.01 feet; South 57 degrees 27 minutes 19 seconds East 50.01 feet; South 37 degrees 47 minutes 00 seconds East 206.56 feet; South 46 degrees 38 minutes 50 seconds East 77.69 feet; South 72 degrees 51 minutes 50 seconds East 55.11feet North 81 degrees 48 minutes 50 seconds East 69.23 feet; North 71 degrees 53 minutes 16 seconds East 76.27 feet; South 29 degrees 16 minutes 41 seconds East 307.95 feet to the North line of lot 3 in Ferguson Minor subdivision recorded at slide number 474, and to the terminus of said centerline easement.

2 (“easement driveway”), running with the land and binding on the successors, heirs, and assigns of

the parties.

In May 2017, the Smiths purchased new gravel for maintenance of a portion of the

easement driveway. The Smiths thereafter forwarded a copy of the receipt reflecting their purchase

of new gravel to the Trust’s trustee (“Mr. Davis”) and requested that the Trust contribute $1,000

(less than 1/3 the cost of the gravel) toward the expense of maintaining the easement driveway. 5

The Trust refused to do so, which led the Smiths to block the easement driveway and led to much

rancorous discord between the parties for a significant period of time. Ultimately, upon the

Smiths’ refusal to allow the Trust access to the easement driveway, the Trust filed a lawsuit against

the Smiths in June 2018 seeking injunctive relief and other damages.

The parties thereafter executed a stipulated preliminary injunction, which was accepted and

entered by the trial court. The stipulation provided that neither the Smiths nor their agents would

interfere with the use of the easement by the Trust, its tenants, agents, or invitees during the

pendency of the litigation.

However, in May 2020, the Smiths locked the gate to the easement driveway, preventing

use of the easement. The Trust filed a motion for contempt and a motion to set a trial date. The

trial court later issued a show cause order, setting both the trial date and contempt hearing for

August 10, 2020.

5 Although the issue is not before us today because the Smiths did not assert a counterclaim for easement maintenance repair damages in the proceedings below, courts in this state that have addressed the distribution of maintenance or repair cost related to an easement appurtenant have concluded that apportionment of such cost “between the owners of the dominant and servient tenements is fair and just, even though the agreement creating the easement is silent with respect thereto, where the owners of both the dominant and servient tenements regularly use the easement.” McDonald v. Bemboom, 694 S.W.2d 782, 786 (Mo. App. W.D. 1985) (emphasis added); see also Marvin E. Nieberg Real Est. Co. v. Taylor-Morley-Simon, Inc., 867 S.W.2d 618, 623 (Mo. App. W.D. 1993) (“[T]he general rule is that all users [of the object of the easement] should contribute to maintenance in proportion to their use.”). Though the Smiths’ conduct in violating a subsequently discussed stipulation was inexcusable, if the Trust receives any benefits from future maintenance of the easement driveway, it may have proportionate financial contribution responsibilities as discussed in the precedent cited in this footnote.

3 A bench trial was held on August 10, 2020, in which the Smiths appeared in-person and

pro se, and Mr. Davis, on behalf of the Trust, appeared in-person and with counsel. The trial court

heard testimony from Mr. James Dollins, Mr. Davis’s real estate agent, and Mr. Davis. The Smiths

cross-examined each witness, presented argument, and offered exhibits; however, the Smiths did

not testify nor did they offer any witnesses.

Mr. Davis testified that, in addition to the aforementioned facts, the Smiths’ interference

with the use of the easement undermined his ability to sell the property, as he was unable to prepare

the property for listing. Mr. Davis’s testimony was corroborated by Mr. Dollins’s testimony.

Mr. Davis testified that the gate was still locked just days before trial when he visited the property

and that, to the best of his knowledge, the gate remained locked at the time of trial. Mr. Davis

testified that upon first meeting Mr. Smith, and on at least two other occasions, Mr. Smith

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Bluebook (online)
William M. Davis, Trustee of the Restatement of the Bill D. Davis and Judith E. Davis Joint Revocable Trust Agreement dated January 27, 1993 v. Larry A. Smith and Mary L. Smith, Counsel Stack Legal Research, https://law.counselstack.com/opinion/william-m-davis-trustee-of-the-restatement-of-the-bill-d-davis-and-moctapp-2022.