Whary v. Plum Creek Timberlands, L.P.
2014 MT 71
| Mont. | 2014Background
- Plaintiffs (successors to the Hudsons) own servient land crossed by a written easement granted in 1972 to Burlington Northern (now Plum Creek) for ingress and egress over a road from Haywire Gulch.
- The easement has been used over decades for road inspection, construction, slash burning, timber cruising, logging, and real estate activities.
- A segment at the north end was obstructed by Whary (locked gate, boulders, gravel, rock) for a period exceeding five years; Plum Creek personnel first encountered the locked gate in 2009.
- Plaintiffs sued (2011) seeking, among other things, extinguishment for non-use and a limitation of the easement to logging-related activities; plaintiffs moved for partial summary judgment to limit use to logging.
- The District Court granted Plum Creek’s summary judgment and denied plaintiffs’ partial summary judgment; the Supreme Court reversed and remanded.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the easement terminated for non-use where a segment was obstructed >5 years | The contract’s termination clause (“any segment thereof”) requires giving effect to non-use of a segment — obstruction for >5 years created a factual issue on termination | Overall historical use of the easement defeats a non-use claim; isolated obstructions are irrelevant because Plum Creek used the road at other times | Reversed: court must give effect to “any segment thereof”; material factual dispute exists about obstruction and termination, so summary judgment for Plum Creek was erroneous |
| Whether the easement’s scope is limited to logging activities | Scope should be limited to historic uses of the dominant tenement (logging and related sporadic activities) | Easement language is general (ingress/egress) and historical/ongoing uses justify broader, non-logging uses | Reversed on this issue as well; scope is a factual question to be decided on remand, and scope analysis should focus on historic use of the dominant estate rather than only the servient estate |
Key Cases Cited
- Mattson v. Mont. Power Co., 352 Mont. 212, 215 P.3d 675 (easement scope and contract interpretation principles govern)
- Guthrie v. Hardy, 305 Mont. 367, 28 P.3d 467 (specific grant language controls; where general, consider reasonable necessity)
- Ashby v. Maechling, 356 Mont. 68, 229 P.3d 1210 (scope of implied easement considers actual uses of the dominant estate at severance)
- Mason v. Garrison, 299 Mont. 142, 998 P.2d 531 (evaluate easement extent in light of property situation and historical use of dominant estate)
- Tungsten Holdings v. Kimberlin, 298 Mont. 176, 994 P.2d 1114 (framework for determining scope of easements based on contemplation at conveyance)
