David Hamrick, Maggie Hamrick, Sue Bertram and Steve Bertram v. Tom Ward and Betsey Ward
446 S.W.3d 377
Tex.2014Background
- In 1936 Paul Bourgeois received 41.1 acres; a dirt road along the east edge provided access to Richardson Road. In 1953 Paul severed a 2-acre, landlocked parcel that used that dirt road for access.
- The 2-acre parcel changed hands and Anna Bell (Gomez) built a house addressed to Richardson Road and used the dirt road; later developer William Cook built a subdivision (Barrington Woods) on the remaining tract and planned to close that dirt road.
- Cook filed a unilateral special restriction purporting to create a limited 15-foot easement benefiting Anna Bell; she did not consent and learned of the document years later.
- Tom and Betsey Ward purchased Anna Bell’s property (subject to a life tenancy), used and improved the dirt road, and sought a declaratory judgment of an implied 25-foot easement across Lots 3–4 after the subdivision owners (Hamricks) sought to enjoin their use.
- The trial court granted summary judgment for the Wards, declaring a prior use easement; the court of appeals affirmed but held necessity need only be shown at severance. Both parties appealed to the Texas Supreme Court.
Issues
| Issue | Plaintiff's Argument (Hamrick) | Defendant's Argument (Ward) | Held |
|---|---|---|---|
| Proper doctrine for roadway access easements to previously unified, landlocked parcels | Necessity easement requires strict, continuing necessity; prior use is inappropriate for a roadway | Prior use easement suffices; necessity only at severance is required | Court holds roadway access to such parcels must be pleaded/proved under necessity easement (strict and continuing necessity) |
| Whether Wards proved requisite necessity for an implied easement | Wards failed to show continuing necessity | Wards contend necessity at severance suffices | Court did not decide on the merits; remanded so Wards may elect to pursue a necessity-easement claim |
| Whether Wards can proceed on a different theory on remand | Hamricks rely on that the Wards tried only prior use theory below | Wards seek leave to pursue necessity theory after clarification of law | Court permits remand and allows Wards to plead a necessity easement given controlling law clarification |
| Effect on related defenses and fees (bona fide purchaser; attorney’s fees) | Hamricks argued BFP defense and that fee award was improper | Wards defended prior judgment and fees award | Court did not reach these issues; remanded for reconsideration consistent with holding |
Key Cases Cited
- Koonce v. J.E. Brite Estate, 663 S.W.2d 451 (Tex. 1984) (describing elements of easement by necessity)
- Bickler v. Bickler, 403 S.W.2d 354 (Tex. 1966) (addressing implied easement by prior use)
- Alley v. Carleton, 29 Tex. 74 (Tex. 1867) (early recognition of way of necessity for roadway access)
- Drye v. Eagle Rock Ranch, 364 S.W.2d 196 (Tex. 1962) (standardized elements for prior use easements)
- Mitchell v. Castellaw, 246 S.W.2d 163 (Tex. 1952) (strict necessity required when a grantor reserves an easement)
- Bains v. Parker, 182 S.W.2d 397 (Tex. 1944) (discussing temporary nature of easement by necessity)
- Othen v. Rosier, 226 S.W.2d 622 (Tex. 1950) (assessing roadway easement claims under necessity doctrine)
- Howell v. Estes, 12 S.W. 62 (Tex. 1888) (formulation of prior use doctrine for non-roadway improvements)
