Opinion Number: 2000-NMCA-037
Filing Date: March 7, 2000
Docket No. 19,577
REBECCA SITTERLY, as Conservator for
EMILY SETEN,
Plaintiff-Appellee,
v.
MURIEL T. MATTHEWS, as Trustee for the
MURIEL T. MATTHEWS TRUST,
Defendant/Counterclaimant-Appellant.
APPEAL FROM THE DISTRICT COURT OF BERNALILLO COUNTY
Susan M. Conway, District Judge
KIM E. KAUFMAN
Albuquerque, NM
REBECCA SITTERLY
Albuquerque, NM
for Appellee
PETER H. JOHNSTONE
LAW OFFICE OF PETER H. JOHNSTONE
Albuquerque, NM
for Appellant
PICKARD, Chief Judge.
{1}
Rebecca Sitterly (Sitterly), as conservator for Emily
Seten (Seten), filed suit against Muriel T. Matthews
(Matthews), as Trustee for the Muriel T. Matthews Trust
(Trust), to vacate an easement on Seten's property that ran
in favor of the Trust's property (Matthews Property). At
trial, Sitterly argued the easement for ingress and egress
should be vacated because (1) the purpose for the easement
ceased to exist when the Trust obtained another means of
accessing the Matthews Property and (2) the Trust abandoned
the easement not only by failing to use it, but also by erecting, or allowing Seten to erect, a fence that made it
impossible to use.
{2}
Matthews counterclaimed that Sitterly, by filing suit
against her, was in breach of contract because Matthews and
Seten had previously executed an agreement whereby each
party allegedly agreed to not sue the other over any dispute
concerning their respective properties. On the easement
issues, Matthews argued that (1) the cessation of purpose
doctrine does not apply in this case because the easement
can still be used for the purpose of ingress and egress and
(2) the easement has not been abandoned, but merely
neglected or temporarily suspended.
{3}
The trial court denied Matthews' counterclaim on the
ground that the parties did not intend to bar this lawsuit,
which involves an easement dispute, by agreeing to resolve
the prior dispute, which involved a property transfer
allegedly effectuated by fraud and undue influence. The
trial court terminated the easement on both grounds set
forth in Sitterly's complaint. We affirm.
BACKGROUND
{4}
The property at issue (Nuanes Property) originally
belonged to the Nuanes family. The Nuanes Property was
bounded on its north, east, and south sides by other
residences, and it was bounded on its west side by a public
street (San Pasquale). At some point, the Nuanes family
split its property into a north parcel (now the Matthews
Property) and a south parcel (now the Seten Property), both
of which contained houses occupied by Nuanes family members.
The house fronts were located very close to San Pasquale, so
the Nuaneses had to park their vehicles in the backyards of
their respective parcels. The diagram below shows the
location of the properties.
{5}
At the time when the Nuanes family split their property
into two parcels, the backyard to the north parcel could
only be accessed from San Pasquale. The San Pasquale
access-way required the north parcel's owners to travel
along the south side of the residence on the south parcel,
across the backyard of the south parcel, and into the
backyard of the north parcel (see diagram). Although the
San Pasquale route was inconvenient, the Nuanes family used
it to access the backyard of its north parcel as a matter of
necessity.
{6}
In the 1940s, the Love family obtained the south parcel
by tax deed. The tax deed did not expressly reserve an
easement for ingress and egress across the south parcel, but the Nuaneses continued to use the San Pasquale route to
access the north parcel.
{7}
In 1961, the Love family transferred the south parcel
to Seten's trustee. The deed reserved a 12-foot easement
across the south parcel for ingress and egress for the
benefit of the owners of the north parcel who were still the
Nuanes family. In furtherance of this transfer, the Love
family brought suit against the Nuanes family and others to
vacate any existing easement on the south parcel.
{8}
In 1962, the trial court entered an amended and
modified final decree in which it imposed a 12-foot
easement, for ingress and egress, in favor of the Nuanes
family. Four years later, the Nuanes family brought a quiet
title suit against several parties, including Seten's
trustee. The district court affirmed the decree it had
entered in the 1961 Love lawsuit.
{9}
In 1988, Seten, who was 87 years old and of
questionable competence, transferred the Seten Property to a
person who two years later conveyed it to the Trust. In
August 1990, the Trust purchased the Matthews Property for
the purpose of converting the residence located on it into
apartments. One month later, the Trust purchased the
property to the east side of the Matthews Property (19th
Street Property) for the purpose of providing its apartment
tenants with easier, safer, and more convenient access to
the Matthews Property. After the Trust purchased the 19th
Street Property, the Matthewses and their tenants
exclusively used the 19th Street access-way for ingress and
egress to the backyard of the Matthews Property.
{10}
In late 1991 or early 1992, Muriel Matthews erected, or
permitted Seten to erect, a fence between the Matthews
Property and the Seten Property. The fence completely blocked the easement, making it impossible for vehicles to
ingress and egress from the Seten Property to the rear of
the Matthews Property. At the time the fence was erected,
the easement had no longer been needed or used for more than
one year because of the more convenient, less circuitous
route provided by the 19th Street access-way.
{11}
In 1994, the Trust transferred the Seten Property by
deed to another trust. Later that year, a conservator was
appointed for Seten, and he filed suit on Seten's behalf
against various Matthews entities in order to cancel Seten's
transfer to the Trust on the grounds that it was procured by
fraud and undue influence. This lawsuit was settled (1995
Agreement) three months later. Under the terms of the 1995
Agreement, the Seten Property was returned to Seten. The
signatories to the 1995 Agreement specifically and mutually
released each other from any claims which have or may
develop "from the facts or issues involved in this lawsuit."
Sitterly acted as the conservator's legal counsel in this
matter.
{12}
In 1996, Sitterly was appointed to serve as Seten's
conservator at a conservatorship proceeding. In 1997,
Sitterly filed suit in order to extinguish the easement
because it reduced the value of the Seten Property.
DISCUSSION
I. PRIOR RELEASE
{13}
At trial, Matthews asked the trial court to dismiss
Sitterly's complaint on the ground that by signing the 1995
Agreement, Matthews and Seten had agreed to not sue each
other over any dispute concerning their respective
properties. The trial court denied Matthews' request on the
ground that the parties did not intend to bar the instant
lawsuit, which involves an easement dispute, by agreeing to
resolve the earlier dispute, which involved a property
transfer allegedly effectuated by fraud and undue influence.
{14}
On appeal, Matthews claims the 1995 Agreement is
unambiguous and thus argues that the trial court erred when
it looked beyond the four corners of the contract and
considered the intentions of the parties. Alternatively,
Matthews claims that if the 1995 Agreement was ambiguous,
the trial court erred by concluding that the parties, in
signing the 1995 Agreement, did not intend to bar the
instant lawsuit.
{15}
We must interpret the 1995 Agreement, along with its
release provisions, in the same way that we would interpret
any other contract. See Ratzlaff v. Seven Bar Flying
Serv., Inc., 98 N.M. 159, 162, 646 P.2d 586, 589 (Ct. App.
1982). Whether a contractual provision is ambiguous is a
question of law, which we review de novo on appeal. See
Mark V, Inc. v. Mellekas, 114 N.M. 778, 782, 845 P.2d 1232,
1236 (1993).
{16}
In the case at bar, the 1995 Agreement is very broadly
worded in that it purports to release the parties from
liability for a vast range of claims and causes of action.
However, it also limits its application to the claims
contained in or developed from the facts or issues involved
in that lawsuit. It is not clear from the 1995 Agreement
just what facts and issues were involved in that lawsuit.
As a result, the scope of the release created by the 1995
Agreement is ambiguous. See id. at 781-82, 845 P.2d at
1235-36 (concluding that ambiguity exists when a contract is
reasonably susceptible of different constructions). In
order to resolve this ambiguity, a court may look not only
to the language contained in the 1995 Agreement, but also to
the circumstances surrounding its execution in an attempt to
determine as a factual matter the intent of the parties.
See id.
{17}
At trial, Sitterly testified that she did not intend to
address in the 1995 Agreement the easement issue presented
by her complaint in this lawsuit because she sought only the
cancellation of Seten's transfer in the 1995 Agreement and
nothing more. According to Sitterly, the earlier lawsuit
sought relief on the narrow ground that Leone Matthews had
obtained the Seten Property through fraud and undue
influence. According to Matthews' brief, "[r]ather than
litigate the matter, the parties agreed to settle the
litigation by Leone Matthews returning the property deeded
to her by Emily Seten to the Conservator . . . ."
{18}
Sitterly acknowledged before the trial court that she
referred to the easement in the 1995 Agreement, but she
testified that she did so only for the purpose of ensuring
that Seten received the same description of real property
that Leone Matthews had taken in the Seten Transfer.
Sitterly also testified that the easement was so far removed
from her consideration at the time she drafted the 1995
Agreement that she did not even know where the easement was
located. The trial court found that her lack of knowledge
was reasonable because the easement was not clearly
described in the deed, and there was no indication on the
property, itself, of the existence of any easement.
{19}
Based on Sitterly's testimony, the trial court found
that the earlier lawsuit sought the return of Seten's
property and did "not involve any allegation concerning or
issue involving . . . the ultimate abandonment of or
cessation of purpose of the easement across the Seten
Property." The trial court's finding is supported by
substantial evidence. See Landavazo v. Sanchez, 111 N.M.
137, 138, 802 P.2d 1283, 1284 (1990) (ruling that
substantial evidence is such relevant evidence that a
reasonable mind would find adequate to support a
conclusion).
{20}
Matthews' retort is that she also testified at trial
and her testimony reflects her understanding that, in
signing the 1995 Agreement, she terminated "any and all claims or causes of action that could be brought by
[Sitterly] against [Matthews] in regard to the property . .
. ." We reject Matthews' claim on the grounds that she
essentially asks us to reweigh the evidence and reassess the
witnesses' credibility. See Sanchez v. Homestake Mining
Co., 102 N.M. 473, 476, 697 P.2d 156, 159 (Ct. App. 1985)
(ruling that when considering a substantial evidence claim,
we may not reweigh the evidence or substitute our judgment
for the factfinder). Accordingly, we affirm this issue.
II. EASEMENT
{21}
At trial, Sitterly asked the trial court to vacate the
easement in favor of the Matthews Property on the grounds
that (1) the purpose for the easement ceased to exist when
the Trust obtained another means of accessing its property
and (2) the Trust abandoned the easement not only by failing
to use it, but also by erecting, or permitting Seten to
erect, a fence that made it impossible to use. See 28A
C.J.S. Easements § 119 (1996) (footnotes omitted) (stating
that an "easement granted for a particular purpose
terminates as soon as such purpose ceases to exist, is
abandoned, or is rendered impossible of accomplishment").
The trial court granted Sitterly's request for relief on
both grounds set forth in her complaint. We review each
basis for relief in turn.
A. Standard of Review
{22}
The issues of whether the underlying purpose of an
easement has ceased to exist and whether an easement has
been abandoned are questions of fact. See Olson v. H & B
Properties, Inc., 118 N.M. 495, 498, 882 P.2d 536, 539
(1994) (interpreting the trial court's role as factfinder in
a cessation of purpose case); Ritter-Walker Co. v. Bell, 46
N.M. 125, 128, 123 P.2d 381, 383 (1942) (ruling the trial
court's determination on abandonment of easement issue
subject to substantial evidence standard). We review
factual questions for substantial evidence. See Baker v.
Benedict, 92 N.M. 283, 287, 587 P.2d 430, 434 (1978).
Substantial evidence is relevant evidence that a reasonable
mind would find adequate to support a conclusion. See
Landavazo, 111 N.M. at 138, 802 P.2d at 1284. Additionally,
we review the trial court's conclusions of law de novo to
determine whether the trial court correctly applied the law
to the facts. See Jacob v. Spurlin, 1999-NMCA-049, ¶ 7, 127
N.M. 127, 978 P.2d 334.
B. Cessation of Purpose
{23}
An easement created to serve a particular purpose
terminates when the underlying purpose for the easement
ceases to exist. See Olson, 118 N.M. at 498, 882 P.2d at
539. In a cessation of purpose case, the trial court must
first determine why the easement was created. See id. If
the trial court determines that the purpose no longer
exists, then it may terminate the easement. See id.
1. Purpose
{24}
The trial court determined that the easement in favor
of the Matthews Property was created for the purpose of
ingress and egress as a matter of necessity. The trial
court based its determination on the following uncontested
facts:
3. Both the Matthews Property and the Seten
Property were at one time owned by a common
grantor, the Nuanes family, which purchased the
property in 1902. At some undeterminable time,
the property was split into a north and south
parcel, both occupied by Nuanes family members. .
. .
4. The north parcel (now the Matthews
Property) had no access from 19th Street directly
to the rear, and had no car access from San
Pasquale except by the circuitous route of going
along the south side of the residence on the south
parcel (now the Seten property), across the
backyard of the south parcel, and into the
backyard of the Nuanes' north parcel. By
necessity, the Nuanes family used this method of
access to get to the rear of their residence,
which otherwise would have been completely
inaccessible.
5. R.E. Love and Dovie May Love obtained
the Seten Property by a tax deed which did not
reserve any easement for any purpose, but the
Nuanes family continued to use the access way . .
. .
{25}
On appeal, Matthews attacks the trial court's finding
that the easement was an easement by necessity. Matthews
argues that in 1962, as a result of the quiet title action
filed by the Love family against the Nuanes family and
others, the district court confirmed the easement as an
easement by grant. The thrust of Matthews' argument appears
to be that if the easement can be characterized as an
easement by grant, then the trial court misapplied the
cessation of purpose doctrine. See Valicenti v. Schultz,
209 N.Y.S.2d 33, 37 (1960) ("[W]hen we are dealing with an
easement by grant, the fact that it may have also qualified
as an easement of necessity, does not detract from its
permanency as a property right, which survives the
termination of the necessity.").
{26}
We reject Matthews' argument because, as stated above,
the Nuanes family did not take any easement by grant when
the Love family obtained the south parcel by tax deed in the
1940s. We also reject Matthews' argument insofar as it
suggests that the original conveyance to the Love family was
transformed from an easement by necessity to an easement by
grant merely because subsequent conveyance instruments contained easement descriptions.
{27}
The trial court's finding that the easement in favor of
the north parcel was implicitly reserved as a matter of
necessity is supported by substantial evidence. See
Hurlocker v. Medina, 118 N.M. 30, 31, 878 P.2d 348, 349 (Ct.
App. 1994) (ruling that easements by necessity arise from
implied grant or reservation of right of ingress and egress
to landlocked parcel); Black's Law Dictionary 528 (7th ed.
1999) (defining "reserved easement" as "[a]n easement
created by the grantor of real property to benefit the
grantor's retained property and to burden the granted
property"). Furthermore, substantial evidence supports the
trial court's determination that the "easement across the
Seten Property began as an easement by necessity which was
[merely] incorporated into the deeds relating to both
properties by judicial decrees of 1961 and 1966." The
district courts entered these decrees at a time when the San
Pasquale route was still the only access-way to the north
parcel's backyard. There is no evidence in the decrees that
causes us to believe that the district courts intended to
expand the easement by necessity to anything more. As a
consequence, subsequent takers to the north parcel only
received an easement by necessity. See 28A C.J.S. Easements
§ 110 (1996) (stating that a grantee "can obtain no greater
easement than the grantor had acquired"); Abo Petroleum
Corp. v. Amstutz, 93 N.M. 332, 335, 600 P.2d 278, 281 (1979)
(holding that grantor cannot convey more than what is
originally acquired).
Cessation
{28}
After finding that the easement was created for the
purpose of ingress and egress as a matter of necessity, the
trial court then determined that the easement's purpose
ceased to exist when the Trust purchased the 19th Street
Property. The trial court based its determination on the
following uncontested fact:
17. On September 25, 1990, the Muriel T.
Matthews Trust purchased the 19th Street Property.
The stated purpose for the purchase was to provide
better access to the Matthews Property. . . . The
19th Street access was a direct route into the
Matthews Property, was safer and was more
convenient for most routes into the area.
{29}
The trial court's determination that the easement was
rendered unnecessary when the Trust purchased the 19th
Street Property is supported by substantial evidence. We
are less certain, however, about accepting the trial court's
determination that the easement's purpose ceased to exist
when the Trust obtained an alternative means of accessing
the Matthews Property. See Crabbe v. Veve Assocs., 549 A.2d
1045, 1048 (Vt. 1988) ("Although [the easement holders] have
access to the road by means of an alternative, circuitous
route, this does not mean that the purpose of the easement[] has ceased to exist.").
{30}
Notwithstanding our reservation in applying the
cessation of purpose doctrine to the case at bar because the
easement here was not an easement by grant, we nevertheless
uphold the trial court's decision on the ground that the
easement, as an easement by necessity, became a nullity when
the Trust obtained another means of ingress and egress. See
25 Am. Jur. 2d Easements and Licenses § 108 (1996) ("[A]n
easement of necessity lasts only as long as the necessity
continues."). Sitterly argued throughout the course of this
case that the easement was created as a matter of necessity
and that the necessity came to an end when the Trust
purchased the 19th Street Property; thus, we may uphold the
trial court's decision to vacate the easement on that
basis. See Manouchehri v. Heim, 1997-NMCA-052, ¶ 13, 123
N.M. 439, 941 P.2d 978 ("When to do so would not be unfair
to the appellant, we can affirm a ruling by the trial court
on a ground other than what was expressed by that court.").
We next consider whether the trial court could also have
properly granted Sitterly's request for relief on the ground
of abandonment.
C. Abandonment
{31}
The owner of the dominant property may abandon the
right to an easement. See Posey v. Dove, 57 N.M. 200, 211,
257 P.2d 541, 548 (1953). In order to abandon such an
easement, the owner must evince a clear and unequivocal
intention to do so. See id. The owner's "intention may be
evidenced by acts as well as words[,] but where an act is
relied on as the proof, it must unequivocally indicate such
intention." Id.
{32}
The trial court found that the Trust evinced a clear
and unequivocal intention to abandon the easement based on
the following uncontroverted facts:
purchase of the 19th Street Property which
afforded safer, more convenient and more direct
access to the Matthews Property; use of the new
access for ingress and egress since shortly after
September, 1990; instructions to tenants of the
Matthews Property to use the 19th Street Property
for ingress and egress; statements of John
Matthews that the 19th Street Property was being
purchased to provide access to the [Mathews]
Property; tearing down a fence, shrubbery and
structures which separated the Matthews Property
from the 19th Street Property in order to create
the new access; construction of or consent to the
construction of a fence which completely blocked
the easement on the Seten Property; failure to
take any action to keep the easement open; and
allowing the easement to be completely obstructed
for many years prior to trial by the gate on the
Seten Property and by automobiles of Ms. Seten's tenants.
{33}
Matthews does not contest the trial court's numerous
findings in support of its determination, but instead only
disputes whether those findings provide substantial evidence
of abandonment. Yet from the uncontroverted facts, we hold
that the trial court could reasonably conclude that the
Trust clearly and unequivocally abandoned the easement. See
Kelly v. Smith, 296 N.Y.S.2d 451, 452 (Sup. Ct. 1969)
(finding that the act of closing off of an easement by a
flower bed evinced the unequivocal intention to abandon the
easement, as did the act of purchasing, then using of
another parcel as the sole means of ingress and egress);
Sieber v. White, 366 P.2d 755, 759-60 (Okla. 1961) (holding
that the trial court's finding of abandonment was not
against the weight of the evidence where an iron railing
fence was erected on the easement and the lot was combined
with another one so that another means of access was
obtained); see also Montoya v. Torres, 113 N.M. 105, 109,
823 P.2d 905, 909 (1991) (stating substantial evidence
standard).
CONCLUSION
{34}
For the reasons stated, we affirm.
{35}
IT IS SO ORDERED.
_______________________________
LYNN PICKARD, Chief Judge
WE CONCUR:
__________________________________
RUDY S. APODACA, Judge
__________________________________
JAMES J. WECHSLER, Judge