344 P.3d 413
Mont.2015Background
- Woodses own Lot 13; Shannon owns adjacent Lot 12. A 1978 written easement on the NW corner of Lot 13 grants a 40-foot-wide road easement for "ingress and egress" to Lot 12.
- Woodses purchased Lot 13 in 2007 and allege they were not informed of the easement; they claim it was never used until Shannon began clearing vegetation and preparing a driveway in 2013.
- Woodses filed a pro se petition for injunctive relief (Oct. 31, 2013) seeking to enjoin Shannon’s use of the easement, arguing it was created by necessity and should be extinguished or limited.
- Shannon moved to dismiss under M. R. Civ. P. 12(b)(6), arguing the easement is an express grant with clear, unambiguous terms allowing ingress and egress.
- District Court granted the motion to dismiss, holding the easement was an express grant; its terms were specific so parol or extrinsic evidence and claims of nonuse/necessity could not limit it.
- On appeal the Montana Supreme Court affirmed, finding the Woodses failed to plead facts showing abandonment or overburdening of the servient estate and that the pleaded allegations were speculative.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Nature of easement | Easement was created by necessity and should be extinguished | Easement is written—an express grant—so not a necessity easement | Court: Written instrument creates an express easement, not implied by necessity |
| Scope of easement | "Ingress and egress" is ambiguous; court should consider extrinsic evidence and limit use | Grant language is specific; scope determined by terms of the grant | Court: Language is sufficiently specific; scope determined by grant; extrinsic evidence excluded |
| Permitted users and uses | Limit use (e.g., restrict types of users/vehicles) to prevent harm | Express ingress/egress allows holder, family, tenants, invitees and reasonable repairs/maintenance | Court: Holder may use for ingress/egress, including family/guests/maintenance, unless use overburdens servient estate |
| Abandonment/nonuse | Easement abandoned by long nonuse and because Lot 12 now has other access | Mere nonuse does not prove abandonment; no other facts alleging intent to abandon | Court: Nonuse alone insufficient; Woodses pleaded no facts showing abandonment |
Key Cases Cited
- Blazer v. Wall, 183 P.3d 84 (Mont. 2008) (distinguishes express vs. implied easements and treatment of written grants)
- Clark v. Pennock, 239 P.3d 922 (Mont. 2010) (where grant is specific, scope is strictly determined by the grant)
- Mason v. Garrison, 998 P.2d 531 (Mont. 2000) (ingress-and-egress grants create road easements with scope governed by grant)
- McCauley v. Thompson-Nistler, 10 P.3d 794 (Mont. 2000) (court erred by limiting an unrestricted ingress-and-egress grant based on presumed residential uses)
- Guthrie v. Hardy, 28 P.3d 467 (Mont. 2001) (easement holder has right and duty to maintain and repair the easement)
- Pearson v. Virginia City Ranches Assn., 993 P.2d 688 (Mont. 2000) (mere nonuse does not establish abandonment of an express easement)
