Ortiz v. Spann, 13-83-106-CV

• Decision Date: 15 March 1984
• Docket Number: No. 13-83-106-CV,13-83-106-CV
• Citation: 671 S.W.2d 909
• Parties: Dr. Salvador ORTIZ, M.D., and Wife, Jennifer Ortiz, Appellants, v. Bob J. SPANN and Wife, Dorothy Spann, Appellees.
• Court: Texas Court of Appeals

Page 909

671 S.W.2d 909

Dr. Salvador ORTIZ, M.D., and Wife, Jennifer Ortiz, Appellants, v. Bob J. SPANN and Wife, Dorothy Spann, Appellees.

No. 13-83-106-CV.

Court of Appeals of Texas,

Corpus Christi.

March 15, 1984.

Rehearing Denied May 10, 1984.

Second Motion for Rehearing Overruled May 31, 1984.

William D. Bonilla, Bonilla, Read, Bonilla & Berlanga, Inc., Corpus Christi, for appellants.

Bob J. Spann, Spann & Smith, Corpus Christi, for appellees.

Before NYE, C.J., and BISSETT and YOUNG, JJ.

OPINION

NYE, Chief Justice.

This is an appeal from a summary judgment granted in favor of appellees, Bob J. Spann and wife, Dorothy Spann.

Appellants and appellees are owners of adjacent properties located in Nueces County, Texas. It is undisputed that three mature oak trees are located entirely upon appellees' property. The branches and limbs of these trees extend over the designated boundary line between the two residences and encroach onto appellants' property. Appellees initially brought suit on June 7, 1978 for injunctive relief, temporary and permanent, to protect the status quo and preserve the branches and foliage of the trees that extended onto appellants' property. This Court previously affirmed the trial court's granting of a temporary injunction prohibiting appellants (defendants) from cutting or trimming the oak trees allegedly belonging to appellees (plaintiffs). Ortiz v. Spann, 586 S.W.2d 560 (Tex.Civ.App.--Corpus Christi 1979, writ ref'd n.r.e.). Subsequently, the trial court, hearing motions for summary judgment filed by both parties, granted a permanent injunction prohibiting appellants from trimming or otherwise damaging the overhanging limbs, branches and foliage of the three oak trees, and further enjoined appellees, after notice from appellants, from maintaining any overhanging limbs, branches or foliage of said trees lower than seven (7) feet from the natural ground level of appellants' property.

Appellants assert four points of error on appeal. First, we will address appellants' claim that the trial court erred in granting (in part) appellees' motion for summary judgment because appellees did not show as a matter of law that an easement appurtenant exists in favor of appellees' property for the continued encroachment over and upon appellants' property.

The movant for summary judgment has an onerous burden. He has the burden of showing that there is no genuine issue of material fact and that he is entitled to judgment as a matter of law. Town North National Bank v. Broaddus, 569 S.W.2d 489 (Tex.1978); Gibbs v. General Motors Corp., 450 S.W.2d 827 (Tex.1970); Manges v. Astra Bar, Inc., 596 S.W.2d 605 (Tex.Civ.App.--Corpus Christi 1980, no writ). All elements of a cause of action or defense must be conclusively proven as a matter of law. City of Houston v. Clear Creek Basin Authority, 589 S.W.2d 671 (Tex.1979). In a summary judgment, unlike an ordinary trial on the merits, the Court must view all of the evidence in favor of the non-moving party. In deciding whether or not there is a disputed fact issue precluding summary judgment, evidence favorable to the non-movant will be taken as true. Wilcox v. St. Mary's University of San Antonio, 531 S.W.2d 589 (Tex.1975). Every reasonable inference must be indulged in favor of the non-movant and any doubts resolved in their favor. Wilcox v. St. Mary's University of San Antonio, 531 S.W.2d at 592-593.

We note at the outset that the trial court did not specify whether the alleged easement was created by implication, which may arise by grant or reservation, or by prescription. ¹ While the parties have addressed both theories, appellants' denial of an easement in favor of appellees focuses on the elements for the establishment of an implied easement by reservation.

In order to establish an implied easement appurtenant, meaning an easement interest which attaches to the land and passes with it, it was incumbent upon the appellees as the party claiming such easement to prove all of the following essential elements:

(1) That there was originally a unity of ownership of the dominant estate and the servient estate;

(2) that the use was apparent at the time of the grant;

(3) that the use of the easement was continuous so that the parties intended its use to pass by grant; and

(4) that the easement must be reasonably necessary to the use and enjoyment of the dominant estate.

Bickler v. Bickler, 403 S.W.2d 354, 357 (Tex.1966); Drye v. Eagle Rock Ranch, Inc., 364 S.W.2d 196, 207-208 (Tex.1962); Westbrook v. Wright, 477 S.W.2d 663, 665-66 (Tex.Civ.App.--Houston [14th Dist.] 1972, no writ). The requirements for the establishment of such an easement by implication must be strictly adhered to. Exxon Corp. v. Schutzmaier, 537 S.W.2d 282 (Tex.Civ.App.--Beaumont 1976, no writ); Westbrook v. Wright, 477 S.W.2d at 665-66; Johnson v. Faulk, 470 S.W.2d 144, 148 (Tex.Civ.App.--Tyler 1971, no writ).

Appellees' summary judgment proof consisted of various affidavits and recorded instruments (i.e., deeds and plats) which, according to appellees, show as a matter of law that an easement exists in favor of their property for the continued existence and growth of the overhanging limbs, foliage and branches of the three oak trees. The summary judgment proof established the first of four essential elements of an implied easement appurtenant, i.e., that there was originally a unity of ownership of the dominant estate and the servient estate. Appellants admitted in their answer that appellees and appellants have a common source of title and that no material issues of fact exist as to this issue. Appellees' summary judgment motion, supported by the attached copies of warranty deeds established a source of ownership. ²

Appellees stated that the London Estate conveyed the property on November 16 1970 to Joseph J. Schultz and wife, Margaret. However, no deed or other recorded instrument regarding this particular conveyance was included in the record on appeal as such and may not be considered as proper summary judgment evidence. Appellees' summary judgment proof did establish that Joseph J. Schultz and wife conveyed the property known as 502 Del Mar, Corpus Christi, to appellees on April 15, 1976. Appellants acquired the Cooke property known as 510 Del Mar, Corpus Christi, on January 11, 1978.

Included as part of the summary judgment evidence was the affidavit of Henry E. Faseler, the son-in-law of L.P. Cooke. Faseler testified, by affidavit, that he began to manage the Cooke Farms in 1947; and when Cooke built and moved into the property at 510 Del Mar, now owned by appellants, he did the yard work with help from the farm hands. He stated that, at the time he began to take care of his father-in-law's property, there were some oak trees along the edge of the London lot that were overhanging the boundary line onto the Cooke property. Faseler testified that Cooke told him of an agreement with London that all that would be done to maintain those trees on the property line would be to simply cut the limbs that were too low to get under to mow. Faseler further testified that he continued to take care of the Cooke property from 1947 until Cooke died in 1967 and, after that, for his mother-in-law, Nellie Alva Cooke, until the property was sold to appellants in 1978. He explained that they continued to follow the same practice concerning the trees throughout this time period involving the various owners. Finally, Faseler testified that he personally was not aware of any dispute or complaint over the oak trees while he maintained the Cooke property. He said that, in his opinion, the trees, as maintained, are valuable and beneficial to both residences.

Appellees also included the affidavits of Laura Frances Cooke Faseler, James Klager, and appellee, Bob J. Spann. In her affidavit, Laura Frances Cooke Faseler, daughter of L.P. Cooke and wife, Nellie Alva Cooke, testified that, at the time her father acquired the property at 510 Del Mar from London, the three oak trees were growing on London's property and hanging over on Cooke's property. She testified, based upon her personal knowledge, that, from 1947 up until the time the estate sold the property, her parents recognized the trees were overhanging the property line and that they wanted them to continue growing naturally.

James Klager testified by affidavit that he grew up in the Del Mar neighborhood. Klager testified that he remembered seeing the planting of the oak trees around the house at 502 Del Mar sometime in 1941. Klager concluded that the trees presently standing between 502 and 510 Del Mar are the same trees he saw planted when he was a boy.

Bob J. Spann also testified by affidavit as an interested party. Spann's testimony primarily rebutted appellants' (defendants') allegations.

Appellants, on the other hand, contend by way of their Motion for Summary Judgment that they are entitled to judgment as a matter of law because appellees failed to state a recognizable cause of action. We disagree. Appellants' (defendants') motion affirmatively negated appellees' (plaintiffs') cause of action by alleging the lack of an easement for and on behalf of appellees. Appellants claim in their attached statement of facts made by Dr. Ortiz that it is clear that, during the time period at issue, the growth of the oak trees has been permissive in nature by appellants and their predecessor in title. Summarizing appellants' contentions on appeal is their argument that the maximum interest that could be claimed by appellees in appellants' property is a license which has been effectively revoked by appellants. Dr. Ortiz, appellant, testified to the various ways in which the branches extending over and above the property line deprive appellants of the full use and enjoyment of their property. Dr. Ortiz also pointed out the various instances in which the encroaching branches allegedly damage their property.

Numerous exceptions, motions in...