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Sullivan v. O'Connor

Citations: 81 Mass. App. Ct. 200; 961 N.E.2d 143Docket: No. 10-P-1590

Court: Massachusetts Appeals Court; January 27, 2012; Massachusetts; State Appellate Court

Narrative Opinion Summary

The case involves an appeal by homeowners, the Sullivans, challenging a summary judgment in favor of the trustees of the Westwood Hills Improvement Association. The dispute centers on the homeowners' obligation to pay semiannual assessments to the association, which the Sullivans argue are unenforceable due to expired deed restrictions. The court analyzed the enforceability of these assessments under various legal theories, including equitable servitudes, implied-in-fact contracts, and the title-based theory of land encumbrances. The court found that the Sullivans had both constructive and actual notice of their assessment obligations through deed references and their conduct of paying assessments for several years. The judgment affirmed the enforceability of the assessments as an equitable servitude against the land, not as a personal obligation. The decision also clarified that while the deed restrictions expired under G. L. c. 184, § 28, the financial obligations remained due to the established common scheme of the community. The court modified the judgment to specify that the obligation to pay assessments is a charge against the property, thus affirming the association's right to enforce this obligation.

Legal Issues Addressed

Common Scheme Doctrine

Application: The judge determined that the existence of a common scheme in the community justified the imposition of assessment obligations on the Sullivans.

Reasoning: The widespread applicability of these restrictions solidifies a common scheme, where obligations are inherently imposed on all property owners.

Enforceability of Equitable Servitudes

Application: The court held that the Sullivans' obligation to pay assessments to the association constituted an enforceable equitable servitude against the property, even after the deed restrictions had expired.

Reasoning: The judge ruled that the deed restrictions affecting the Sullivans were extinguished under G. L. c. 184, § 28, but differentiated this from their obligation to pay assessments, which he classified as an equitable servitude.

Implied-in-Fact Contract

Application: The Sullivans' conduct, including payment of assessments for six years, established an implied-in-fact contract to fulfill community obligations despite the lack of an explicit agreement.

Reasoning: The judge affirmed that the assessments were enforceable against the Sullivans under an implied-in-fact contract theory, which arises from the conduct and relationships of the parties when no express agreement exists.

Notice and Enforceability of Property Restrictions

Application: The Sullivans were found to have sufficient notice of their obligations, based on references in their deed and actual knowledge derived from their actions and the community's history.

Reasoning: The court found that the Sullivans' deed referenced the association multiple times and indicated that the property was subject to restrictions.

Title-Based Theory of Land Encumbrances

Application: The court applied the title-based theory, finding that the Sullivans were bound by the association’s rules based on references in the deed and their actual knowledge.

Reasoning: Massachusetts adheres to a title-based theory concerning land encumbrances, generally holding that land is free of unrecorded encumbrances unless two exceptions apply.