Wildlands Trust of Southeastern Mass., Inc. v. Cedar Hill Retreat Center, Inc. ( 2020 )


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    19-P-971                                           Appeals Court
    WILDLANDS TRUST OF SOUTHEASTERN MASSACHUSETTS, INC.1     vs.   CEDAR
    HILL RETREAT CENTER, INC.
    No. 19-P-971.
    Suffolk.     May 7, 2020. - November 12, 2020.
    Present:   Neyman, Englander, & Hand, JJ.
    Real Property, Conservation restriction. Practice, Civil,
    Findings by judge, Presumptions and burden of proof.
    Waiver.
    Civil action commenced in the Superior Court Department on
    May 4, 2016.
    The case was heard by Kenneth W. Salinger, J.
    Emily Kanstroom Musgrave for the plaintiff.
    Jason W. Morgan for the defendant.
    Christopher A. Klem, Lillian F. McCullough, & Heather M.
    Romero, for Massachusetts Audubon Society & another, amici
    curiae, submitted a brief.
    1 Wildlands Trust of Southeastern Massachusetts, Inc., has
    changed its name to Wildlands Trust, Inc. Consistent with our
    practice, we use the entity name that appears in the amended
    complaint.
    2
    NEYMAN, J.    In this case, we interpret a conservation
    restriction (restriction) voluntarily placed on a parcel of real
    property owned by the defendant, Cedar Hill Retreat Center, Inc.
    (Cedar Hill).   The plaintiff, Wildlands Trust of Southeastern
    Massachusetts, Inc. (Wildlands Trust), contends that a Superior
    Court judge incorrectly construed certain provisions of the
    restriction, and that, as a result, the judge erred in
    determining that Cedar Hill did not violate the restriction.       We
    agree that the judge's interpretation of one provision of the
    restriction was inconsistent with its plain meaning.     However,
    we affirm the judgment because we agree with the judge that
    Wildlands Trust did not prove that Cedar Hill committed a breach
    of the restriction as properly construed.2,3
    Background.   In 1969, the Massachusetts Legislature enacted
    the Conservation Restriction Act, G. L. c. 184, §§ 31-33, which
    created a framework to protect conservation lands, historic
    properties, and agricultural lands through the use of what are
    essentially negative easements.    The grantor of a conservation
    restriction voluntarily restricts the use of its land.    See,
    2 As discussed below, Wildlands Trust did not preserve for
    appeal its claim that the judge erred in placing the burden of
    proof on it at trial.
    3 We acknowledge the amicus brief submitted by the
    Massachusetts Audubon Society and the Massachusetts Land Trust
    Coalition.
    3
    e.g., Goldmuntz v. Chilmark, 
    38 Mass. App. Ct. 696
    , 697-698
    (1995).    The grantor maintains possession but grants a
    nonpossessory interest in the property to a holder -- generally
    a government entity or charitable organization -- which agrees
    to protect the natural aspects of the property.     See G. L.
    c. 184, § 32.    In this manner, c. 184 furthers "the public
    benefits of conserving land and water in their 'natural, scenic
    or open condition.'"    Weston Forest & Trail Ass'n v. Fishman, 
    66 Mass. App. Ct. 654
    , 658 (2006), quoting G. L. c. 184, § 31.        The
    creation of a permanent conservation restriction requires
    government approval, including by the Secretary of Energy and
    Environmental Affairs, who must determine that the restriction
    is in the public interest.     See generally G. L. c. 184, §§ 32-
    33.   Conservation restrictions have become a popular tool for
    land conservation in the Commonwealth.     There was evidence at
    trial that conservation restrictions currently protect more than
    4,000 properties in Massachusetts.
    1.   The premises.4   One such property is the approximately
    twelve-acre parcel on the shores of Duxbury Bay in Duxbury that
    is the subject of this litigation.     The premises is
    predominantly undeveloped coastal habitat, but it also contains
    4We refer to the real property at issue in this litigation
    as the premises, consistent with the terminology used in the
    restriction.
    4
    two residential buildings, a small storage shed, an unpaved
    driveway, and an unpaved path to the beach.   The Ballou Channing
    District of the Unitarian Universalist Association (Ballou
    Channing), a religious organization, acquired the premises in
    the 1980s and used it for retreats and educational programs for
    approximately thirty years.   In 2008, John and Cynthia Reed, who
    own an abutting parcel, paid Ballou Channing $3 million to
    secure a conservation restriction protecting the premises.      The
    Reeds appreciated living next to undeveloped land and wanted to
    ensure that the premises "would not be developed or used in a
    way that would disturb their own peace and quiet."   In 2009,
    Ballou Channing created Cedar Hill and transferred ownership of
    the premises to it, subject to the restriction.   Today, Cedar
    Hill operates the premises, in part, as a retreat center,
    renting the buildings to companies, families, and other groups
    for a fee.
    Wildlands Trust helped the Reeds negotiate and obtain the
    restriction, agreed to assume responsibility for monitoring and
    enforcing the terms of the restriction, and is a signatory to
    the restriction.   Wildlands Trust is a regional land trust that
    works to preserve and protect native habitats, farmland, and
    areas of scenic value in southeastern Massachusetts.   It
    oversees approximately 260 properties, encompassing more than
    8,500 acres of protected land.   It monitors properties through
    5
    annual visits and notifies the landowner if it believes there
    are violations of the restriction applicable to a particular
    property.
    2.   The conservation restriction.   The restriction, which
    was recorded in the Plymouth County registry of deeds on October
    24, 2008, states in section II5 that its purpose is to
    "protect[], preserve[] and conserve[] in perpetuity [the]
    predominately natural, scenic, wooded and open space condition
    [of the Premises] . . . [,] the bird, plant, and wildlife
    populations on the Premises, and . . . the aesthetic and
    ecological condition of the Premises," while also "permitt[ing]
    uses described" in section III.B of the restriction.
    5 Section II of the restriction, captioned "PURPOSE,"
    states, in relevant part:
    "Grantor intends that this Conservation Restriction will
    assure that, while permitting uses described in Section
    [III.B} below, the Premises will be protected, preserved
    and conserved in perpetuity in its predominately natural,
    scenic, wooded and open space condition. Grantor intends
    that this Conservation Restriction will preserve and
    protect in perpetuity (i) the bird, plant and wildlife
    populations on the Premises, and (ii) the aesthetic and
    ecological condition of the Premises. Grantor also further
    intends that this Conservation Restriction will prevent any
    use of the Premises other than for the intention mentioned
    above or the permitted uses described in Section [III.B].
    below. Grantor additionally intends that this
    C[onservation ]R[estriction] will prevent those activities
    that would materially impair or harm the Premises or
    conservation interests that are the subject of this
    Conservation Restriction, or in any manner conflict with
    the maintenance of the Premises in its existing natural,
    scenic, wooded, open space condition."
    6
    To achieve its purpose, the restriction further states that
    the restriction will "prevent those activities that would
    materially impair or harm the Premises or conservation interests
    that are the subject of this Conservation Restriction."     It then
    enumerates certain permitted and prohibited uses.   As relevant
    here, the restriction, at section III.B.1, permits the
    premises's use "for the quiet enjoyment of nature for religious,
    aesthetic, non-motorized/passive recreation, scientific and/or
    educational purposes."    Section III.B.2 states that "[t]he
    Premises may be used for research and programs of study in the
    fields relating to religion, geology, conservation, and nature."
    Section III.B.3 permits the premises's use "for classes,
    conferences, and retreats, all consistent with the Purposes set
    forth in Section II," 
    discussed supra
    , and allows for the
    collection of fees "in connection with such activities."
    Section III.B.3 is the only provision in the restriction that
    permits charging a fee for use of the premises.
    Section IV of the restriction makes available to Wildlands
    Trust certain legal remedies, including a provision authorizing
    Wildlands Trust to equitably enforce the restriction.    That
    provision also sets forth a procedure for addressing alleged
    violations of the restriction.    Specifically, section IV.A of
    the restriction states:
    7
    "[Wildlands Trust] shall immediately notify [Cedar Hill] in
    writing of the nature of the alleged violation if
    [Wildlands Trust] finds what it believes is a violation.
    Upon receipt of this written notice, [Cedar Hill] shall
    either (a) immediately cease the activity constituting the
    violation and promptly restore the [premises] to its
    condition prior to the violation to the satisfaction of
    [Wildlands Trust], or (b) immediately cease the activity
    and provide a written explanation to [Wildlands Trust] of
    the reason why the alleged violation should be permitted."
    The restriction also contains, at section IV.E, an
    antiwaiver clause, which states that "[a]ny election" Wildlands
    Trust makes "as to the manner and timing of its right to enforce
    th[e] Conservation Restriction . . . shall not be deemed or
    construed to be a waiver of such rights."
    Section IV.F of the restriction is a dispute resolution
    provision that authorizes either party to call a meeting at any
    time "for the purpose of resolving disputes or problems arising
    under this Conservation Restriction."   This provision also
    requires the parties to "make every reasonable effort to resolve
    problems or disputes to the satisfaction of both parties."
    Finally, the provision requires the parties, "prior to pursuing
    other available remedies," to attempt to negotiate any dispute
    "directly with each other" and, "[i]f negotiation is
    unsuccessful," to participate in mediation.
    3.   The parties' dispute.   Shortly after Ballou Channing
    transferred the premises to Cedar Hill, Wildlands Trust became
    concerned that Cedar Hill authorized retreats on the premises
    8
    that violated the restriction.     Wildlands Trust initially
    claimed that Cedar Hill could host only retreats that had a
    religious or charitable purpose.    In other words, Wildlands
    Trust viewed family and business rentals as prohibited.
    Wildlands Trust also viewed overnight stays as prohibited.       Over
    time, Wildlands Trust moderated its position.    Its complaint and
    amended complaint alleged that the restriction did not bar
    retreat rentals that promoted the preservation, protection, or
    study of the premises.    At trial, Wildlands Trust focused on
    what it perceived as the overuse of the premises, contending
    that Cedar Hill was "in effect using the [premises] as a
    commercial hotel or resort," exposing the premises to damage
    from excessive foot and vehicle traffic.6
    Beginning in 2010, Wildlands Trust sent Cedar Hill a number
    of letters and e-mails and arranged meetings to discuss the
    perceived violations.    Cedar Hill acknowledged that it had
    notice of some of Wildlands Trust's concerns.     Nonetheless,
    Cedar Hill continued to rent the premises to families and
    businesses.7
    6 Although Wildlands Trust framed much of its trial argument
    in terms of overuse, its president and executive director
    testified throughout trial to the earlier claim that the
    restriction prohibits all overnight rentals of the premises, and
    prohibits day retreats unless the use was "religious or
    charitable."
    7   At various times, Wildlands Trust raised concerns about
    9
    4.   Superior Court proceedings.    On May 4, 2016, Wildlands
    Trust filed a five-count complaint against Cedar Hill in the
    Superior Court.     A judge allowed Cedar Hill's motion to dismiss
    four of the counts, leaving only Wildlands Trust's claim for
    breach of the restriction.8    On June 8, 2017, Wildlands Trust
    filed an amended complaint.    A judge again partially allowed
    Cedar Hill's motion to dismiss, again leaving only Wildlands
    Trust's claim for breach of the restriction.
    Following discovery, Wildlands Trust filed a motion for
    summary judgment.    In his summary judgment decision, the judge9
    interpreted certain provisions of the restriction.    The case
    then proceeded to a bench trial on Wildlands Trust's sole
    remaining claim against Cedar Hill, the alleged breach of the
    restriction.   After trial, the judge issued comprehensive
    findings of facts and rulings of law, which incorporated his
    interpretation of the restriction from his earlier summary
    other issues, including improperly parked cars, improvements to
    the buildings on the premises, and the cutting of trees. The
    judge determined that the parties resolved those concerns before
    trial. In any event, Wildlands Trust does not press these
    issues on appeal.
    8 Wildlands Trust's amended complaint also named Ballou
    Channing as a defendant. Wildlands Trust eventually settled its
    claims against Ballou Channing.
    9 The judge presiding over the summary judgment motion and
    the trial was not the same judge who heard and decided the
    motion to dismiss the amended complaint.
    10
    judgment decision.    In particular, the judge ruled that the
    restriction "allows classes, conferences or retreats [that], at
    least in material []part, involve or promote the preservation,
    protection, study, or quiet enjoyment of the bird, plant, and
    wildlife population, or the aesthetic or ecological condition of
    the [premises] without materially . . . impairing any of these
    conservation interests."    Based upon this interpretation of the
    restriction, the judge determined that Cedar Hill's rental of
    the premises to businesses and families did not violate the
    restriction because, inter alia, the renters enjoyed the
    premises's natural features and views during their stays.
    The judge also found that Wildlands Trust had failed to
    give prompt written notice of certain violations and to make
    reasonable efforts to resolve disputes concerning alleged
    violations, thereby waiving its right to bring a lawsuit as to
    those violations.    Finally, the judge found that Cedar Hill's
    decision to continue renting the premises to families and
    businesses until the parties resolved the dispute did not
    constitute a material breach of the dispute resolution
    provisions of the restriction.    The judge found that any such
    violation was "technical" and "immaterial."    The judge
    explained:
    "[t]o rule otherwise would be to give Wildlands Trust
    unilateral power to alter the terms of the . . .
    restriction. It would mean that Wildlands Trust could
    11
    issue a written notice of violation based on a mistaken or
    even, in theory, a purely fanciful reading of the . . .
    restriction and that Cedar Hill would have to give up its
    actual rights under the . . . restriction by immediately
    ceasing that use of the [premises] until it could complete
    the dispute resolution procedure, file a civil action, and
    obtain a declaratory judgment that the use was permitted
    under the . . . restriction."
    In sum, the judge found that Cedar Hill had not committed a
    material breach of any provision of the restriction.   A final
    judgment, (1) declaring the allowed and prohibited uses under
    the restriction, and (2) ordering that Wildlands Trust was not
    entitled to recover damages or attorney's fees, or to obtain any
    permanent injunctive relief against Cedar Hill, entered in Cedar
    Hill's favor on April 2, 2019.   Wildlands Trust now appeals from
    that judgment.
    Discussion.   Wildlands Trust argues that the judge erred in
    his interpretation of the restriction.   Wildlands Trust also
    contends that the judge failed to give effect to the
    restriction's antiwaiver provisions, misinterpreted the cease
    and desist provision of the restriction, and failed to place the
    burden at trial on Cedar Hill to prove that the activities on
    the premises did not violate the restriction.   We affirm the
    judgment because the judge did not err in determining that
    Wildlands Trust did not prove that Cedar Hill committed a breach
    of the restriction as properly construed.
    12
    In reviewing the judge's decision, we accept his findings
    of fact unless they are clearly erroneous.    See Haskell v.
    Versyss Liquidating Trust, 
    75 Mass. App. Ct. 120
    , 125 (2009).
    However, the judge's interpretation of the meaning of the
    restriction's terms and provisions is a question of law.      See
    Sullivan v. O'Connor, 
    81 Mass. App. Ct. 200
    , 204–205 (2012).
    See also Weston Forest & Trail 
    Ass'n, 66 Mass. App. Ct. at 661
    (conservation restrictions interpreted like deeds).    We review
    the judge's conclusions of law de novo.    Casavant v. Norwegian
    Cruise Line, Ltd., 
    460 Mass. 500
    , 503 (2011).
    1.   Breach of restriction.   Wildlands Trust's primary
    argument on appeal is that the judge incorrectly interpreted
    section III.B.3 of the restriction, which specifies the classes,
    conferences, and retreats that may be held on the premises in
    exchange for a fee.   Although conservation restrictions have
    some unique features, they are interpreted in the same manner as
    other recorded instruments.   See Weston Forest & Trail 
    Ass'n, 66 Mass. App. Ct. at 661
    .   The judge must "give effect to the
    intent of the parties as manifested by the words used,
    interpreted in the light of the material circumstances and
    pertinent facts known to [the parties] at the time it was
    executed" (citation omitted).   Chatham Conservation Found., Inc.
    v. Farber, 
    56 Mass. App. Ct. 584
    , 590 (2002).   See Weston Forest
    & Trail 
    Ass'n, supra
    .    Given their conservation purposes,
    13
    restrictions "must be construed beneficially, according to the
    apparent purpose of protection or advantage . . . [each] was
    intended to secure or promote" (citation omitted).      Maddalena v.
    Brand, 
    7 Mass. App. Ct. 466
    , 469 (1979).    See Parkinson v. Board
    of Assessors of Medfield, 
    398 Mass. 112
    , 113 n.1 (1986).      This
    does not mean, however, that a restriction should be read in a
    manner that is inconsistent with the plain meaning of its
    language.    See 
    Goldmuntz, 38 Mass. App. Ct. at 699
    .    "[A]s with
    any contract, we 'must construe all words that are plain and
    free from ambiguity according to their usual and ordinary
    sense.'"    Boston Redev. Auth. v. Pham, 
    88 Mass. App. Ct. 713
    ,
    717-718 (2015), quoting Suffolk Constr. Co. v. Lanco Scaffolding
    Co., 
    47 Mass. App. Ct. 726
    , 729 (1999).
    We now apply these principles to the restriction at issue.
    Section III.B.3 states that "[t]he Premises may be used for
    classes, conferences, and retreats, all consistent with the
    Purposes set forth in Section II."   Section II of the
    restriction describes its purpose, which is to "protect[],
    preserve[] and conserve[] in perpetuity [the] predominately
    natural, scenic, wooded and open space condition [of the
    Premises]," as well as the "bird, plant and wildlife
    populations" and "the aesthetic and ecological condition of the
    Premises."   Section II further states, inter alia, that the
    restriction is intended to "prevent those activities that would
    14
    materially impair or harm the Premises or conservation interests
    that are the subject of this . . . Restriction, or in any manner
    conflict with the maintenance of the Premises in its existing
    natural, scenic, wooded, open space condition."    In other words,
    the purpose of the restriction is to preserve the land in its
    natural state, and "[i]nherent" in that purpose "are
    environmental concerns."    Chatham Conservation Found., 
    Inc., 56 Mass. App. Ct. at 590
    .     Construing section III.B.3 according to
    its plain meaning and consistent with the conservation purposes
    of the restriction, Cedar Hill is permitted to rent the premises
    for classes, conferences, and retreats provided that they do not
    materially impair or harm the wildlife, aesthetics, or ecology
    of the premises or alter its natural, scenic, wooded, and open
    space condition.   It thus follows that classes, conferences, and
    retreats that would materially impair or harm these conservation
    concerns are prohibited.
    Here, the judge conflated section III.B.3 with unrelated
    language from section III.B.1, which permits the use of the
    premises "for the quiet enjoyment of nature" under certain
    circumstances.   Section III.B.3 permits rental of the premises
    for classes, conferences, and retreats for purposes consistent
    with section II, but not for quiet enjoyment.     We attach meaning
    to the different language in sections III.B.3 and III.B.1.    See
    MacDonald v. Hawker, 
    11 Mass. App. Ct. 869
    , 872-873 (1981),
    15
    quoting Crimmins & Peirce Co. v. Kidder Peabody Acceptance
    Corp., 
    282 Mass. 367
    , 375 (1933) ("we bear in mind that '[i]t is
    to be presumed that parties employ all the provisions and
    phrases of a written contract with the purpose that each has an
    appropriate meaning.   In interpreting contracts every word is to
    be given force so far as practicable'").   See also Whitecap
    Int'l Seafood Exporters, Inc. v. Eastern Ins. Group, LLC, 
    97 Mass. App. Ct. 578
    , 586 n.10 (2020).   If the parties had
    intended to allow Cedar Hill to charge fees for classes,
    conferences, and retreats to those who wished to quietly enjoy
    the premises, they could have crafted language that so provided.
    Instead, the restriction as written authorizes fees only for
    classes, conferences, and retreats that are consistent with the
    conservation purposes of the restriction.10
    10The judge incorrectly stated in his findings that "the
    conservation restriction allows Cedar Hill to charge fees for
    classes, conferences, or retreats that, at least in material
    part, involve the quiet enjoyment of the aesthetic or ecological
    condition of the property and that are consistent with the
    purposes that are laid out in the conservation restriction."
    The judge then declared in the judgment that the restriction
    "allows classes, conferences, or retreats . . . that at least in
    material part involve or promote the preservation, protection,
    study, or quiet enjoyment of the bird, plant, and wildlife
    populations or the aesthetic or ecological condition of the
    Premises, without materially impairing any of these conservation
    interests."
    16
    We nonetheless affirm the judge's finding that Cedar Hill's
    retreat rentals did not constitute a breach of the restriction.
    Wildlands Trust's argument to the contrary rests on a narrow
    reading of section III.B.1 that would limit retreat rentals to
    those that affirmatively promote conservation.    That
    interpretation ignores the restriction's plain language and
    stated intent.   As discussed, section II states as one of the
    restriction's purposes the intention that the restriction "will
    prevent any use of the Premises other than for the intention
    mentioned above or the permitted uses described in Section
    [III.B] below," as long as such uses do not include "activities
    that would materially impair or harm the Premises or
    conservation interests that are the subject of this . . .
    Restriction, or in any manner conflict with the maintenance of
    the Premises in its existing natural, scenic, wooded, open space
    condition." (Emphasis added.)     Neither this language nor any
    other provision dictates, as Wildlands Trust claims, that "such
    uses are allowed only if they are focused on 'preserv[ing] and
    protect[ing]' the land."
    Under the proper interpretation of the restriction, the
    evidence at trial did not show that the retreats held at the
    premises were inconsistent with the "[p]urposes set forth in
    Section II" of the restriction.    Specifically, the evidence did
    not show that any retreat or conduct at any retreat was
    17
    inconsistent with the protection, preservation, and conservation
    in perpetuity of the premises "in its predominately natural,
    scenic, wooded and open space condition."   The evidence likewise
    did not show that the retreats or conduct at any retreat was
    inconsistent with the preservation or protection in perpetuity
    of "the bird, plant and wildlife populations on the Premises,
    and . . . the aesthetic and ecological condition of the
    Premises."   Indeed, much of the evidence was to the contrary.11
    Although there is a measure of persuasiveness to Wildlands
    Trust's argument that the sheer number of retreat rentals Cedar
    Hills hosts each year threatens to negatively impact the
    premises, or is inconsistent with the purposes of the
    restriction, the evidence at trial did not establish such harms
    11 Although we discern no ambiguity in the terms of the
    restriction, to the extent any terms may be equivocal, we note
    that Wildlands Trust's interpretation of the restriction also
    ignores the evidence of the circumstances surrounding its
    execution. See Winchester Gables, Inc. v. Host Marriott Corp.,
    
    70 Mass. App. Ct. 585
    , 591 (2007) ("[W]here a contract is so
    expressed as to leave its meaning obscure, uncertain or
    doubtful, evidence of the circumstances and conditions under
    which it was entered into are admissible, not to contradict,
    enlarge or vary its terms by parol, but for the purpose of
    ascertaining the true meaning of its language as used by the
    parties" [citation omitted]). When the restriction was being
    negotiated, all parties were aware that Ballou Channing had been
    using the premises for retreats. That retreats are one of the
    restriction's few categories of permitted uses suggests that the
    parties wanted to preserve the ability of Ballou Channing and
    its successors to host such retreats. The conservation purposes
    of the restriction were thus protected by prohibiting retreats
    to the extent they impaired the purpose of the restriction.
    18
    from such use.     Instead, Wildlands Trust focused at trial on the
    nature of the rentals and their lack of any charitable or
    conservation purpose.     That evidence did not establish that
    Cedar Hills overused the premises such that it "materially
    impair[ed] or harm[ed]" the wildlife or aesthetic and ecological
    condition of the premises, or altered its "predominately
    natural, scenic, wooded and open space condition."     Accordingly,
    the judge did not err in determining that Cedar Hill's use of
    the premises for family or business retreats did not constitute
    a breach of the restriction.
    2.   Waiver.    Wildlands Trust argues that the judge erred
    when he found that it had waived its right to challenge retreat
    rentals that occurred before 2016 because (1) the defense of
    waiver is inapplicable to claims advancing public rights, and
    (2) the judge ignored the antiwaiver provision in the
    restriction.     Here, even assuming that the judge erred in
    concluding that Wildlands Trust had "waived" some of its claims,
    we do not vacate the judgment because we agree with the judge's
    alternative holding that none of the pre-2016 rentals
    constituted a breach of the restriction.     Wildlands Trust's
    claims relating to pre-2016 rentals depend upon its narrow
    reading of the restriction, a reading we 
    reject, supra
    .        Because
    the restriction permits overnight retreat rentals to business
    and family groups, Wildlands Trust cannot prevail on the merits
    19
    of its claims related to pre-2016 rentals, even if it had not
    "waived" them.12
    3.   Cease and desist provision.   Wildlands Trust also
    argues that the judge erred when he found that Cedar Hill's
    decision to continue to use the premises for overnight retreats,
    pending resolution of the parties' dispute, did not constitute a
    material breach of the restriction.     According to Wildlands
    12We note that equitable defenses such as waiver may not be
    available in actions of this kind because holders of
    conservation restrictions file suit to protect a public, not
    private, right. See Weston Forest & Trail Ass'n, 66 Mass. App.
    Ct. at 657-660 (laches and estoppel inapplicable to claims by
    grantee enforcing conservation restriction because restriction
    protects public benefit). Assuming a waiver defense is
    available, the better approach in the context of analyzing a
    conservation restriction is for a judge to consider what impact,
    if any, the restriction's antiwaiver clause had on his analysis,
    prior to making a finding of waiver. We further note that
    "[u]nder the common law of contracts, waiver is the 'intentional
    relinquishment of a known right'" (citation omitted).
    BourgeoisWhite, LLP v. Sterling Lion, LLC, 
    91 Mass. App. Ct. 114
    , 119 (2017). "Waiver may occur by an express and
    affirmative act, or may be inferred by a party's conduct, where
    the conduct is 'consistent with and indicative of an intent to
    relinquish voluntarily a particular right [such] that no other
    reasonable explanation of [the] conduct is possible.'" KACT,
    Inc. v. Rubin, 
    62 Mass. App. Ct. 689
    , 695 (2004), quoting
    Attorney Gen. v. Industrial Nat'l Bank, 
    380 Mass. 533
    , 536 n.4
    (1980). Whether a party has waived a provision of a contract --
    either expressly or implicitly -- is a question of fact. See
    M.J.G. Props., Inc. v. Hurley, 
    27 Mass. App. Ct. 250
    , 252
    (1989). While an antiwaiver clause is not dispositive, fact
    finders must decide the question of waiver "in light of all the
    circumstances, including the existence of the antiwaiver
    clause."
    Id. See Corcoran Mgt.
    Co. v. Withers, 24 Mass. App.
    Ct. 736, 745-746 (1987) (noting that antiwaiver provision was
    "very important" to trial judge's waiver analysis).
    20
    Trust, the judge's "interpretation nullifies a key provision in
    the Restriction."
    By its plain language, section IV.A of the restriction
    requires that, upon receipt of a violation notice, Cedar Hill
    must "immediately cease the activity constituting the violation"
    and either (1) "promptly restore the [premises] to its [prior]
    condition" or (2) "provide a written explanation to [Wildlands
    Trust] of the reason why the alleged violation should be
    permitted."   We disagree with the claim that the judge's
    interpretation of the "immediately cease" language of section
    IV.A rendered the provision a nullity.   The judge explicitly
    focused his analysis of the cease and desist provision on "past
    violations that are asserted in this suit by Wildlands Trust,"
    rather than future violations.13   Contrary to Wildlands Trust's
    claim, nothing in the judge's decision prevents Wildlands Trust
    from enforcing the cease and desist provision going forward.
    Should Cedar Hill violate the restriction in the future and fail
    13As to the alleged past violations, we recognize the
    judge's concern that Wildlands Trust's proffered interpretation
    of the cease and desist provision was untenable because "[i]t
    would mean that Wildlands Trust could issue a written notice of
    violation based on . . . a purely fanciful reading of the
    conservation restriction." Nevertheless, the restriction must
    be read in accordance with its plain language. As the judge
    noted, going forward, a notice of alleged violation from
    Wildlands Trust, followed by Cedar Hill's failure to immediately
    cease the challenged activity, may result in a different
    outcome, pending the specific facts at issue.
    21
    to immediately cease the challenged use, Wildlands Trust has the
    ability to seek a preliminary injunction or other immediate
    equitable relief.     See, e.g., Smith v. Westfield, 
    478 Mass. 49
    ,
    53 (2017) (judge granted preliminary injunction preserving land
    as playground pending decision whether city could convert land
    to school).     See also G. L. c. 184, § 32 (conservation
    "restriction may be enforced by injunction or other
    proceeding").    We note that the record before us does not
    reflect that Wildlands Trust sought an immediate preliminary
    injunction or emergency equitable relief, further underscoring
    that the judge's analysis does not apply to situations where
    Wildlands Trust is seeking equitable relief before there has
    been a decision on the merits of any claim for an alleged
    violation of the restriction.14
    Even assuming, arguendo, that Cedar Hill's failure to cease
    its alleged violations during the pendency of the parties'
    14We note that section IV.B of the restriction states that
    "[t]he parties agree that any enforcement action will not be
    undertaken until the parties have completed dispute resolution
    procedures set forth in Section IV (F)" of the restriction.
    That provision requires the parties to negotiate "directly with
    each other" and, in the event they are unable to resolve their
    dispute, "to participate in at least three hours of mediation."
    We recognize that the cease and desist provision in section IV.A
    and the dispute resolution provision might lie in uneasy
    tension. We also recognize the potential tension between these
    provisions and G. L. c. 184, § 32. That notwithstanding, these
    issues have not been briefed by the parties, and we need not
    resolve here how they may interact in other circumstances.
    22
    dispute violated the restriction, Wildlands Trust cannot prevail
    on its claim for breach of section III of the restriction,
    because Cedar Hill's use of the premises for retreats was found
    to be a permitted use.   The record reflects that Wildlands Trust
    did not establish material impairment or harm to the premises
    due to unpermitted use during the pendency of the dispute, and
    Wildlands Trust cannot establish the damages element of its
    claim for breach of the restriction.    See, e.g., Bulwer v. Mount
    Auburn Hosp., 
    473 Mass. 672
    , 690 (2016) ("To prevail on a claim
    for breach of contract, a plaintiff must demonstrate [inter
    alia] that . . . the plaintiff suffered harm as a result [of the
    breach]").15
    4.   Burden of proof.   Wildlands Trust argues that the judge
    misallocated the burden of proof at trial.    Specifically, it
    contends that the judge should have placed the burden on Cedar
    Hill to prove that its use of the premises was a permitted use
    under the terms of the restriction.    This argument is waived.
    To preserve a claimed error for appellate review, a party
    must make "a specific objection on point" before the trial
    15In its appellate brief, Wildlands Trust does not argue
    that Cedar Hill's breach of section IV.A's procedural
    requirements, standing alone, entitles Wildlands Trust to
    nominal damages and attorney's fees under section IV.B,
    notwithstanding our determination that Cedar Hill did not
    violate section III's substantive provisions. We therefore need
    not decide whether such a procedural violation by itself would
    entitle Wildlands Trust to attorney's fees.
    23
    judge.    Matsuyama v. Birnbaum, 
    452 Mass. 1
    , 35 (2008).   The
    objection "must be made sufficiently timely so that the judge
    can reflect upon the objection and correct [any] mistake."
    Anderson-Mole v. University of Mass., 
    49 Mass. App. Ct. 723
    , 726
    (2000).    Here, Wildlands Trust did not timely raise any concerns
    about the judge's allocation of the burden of proof until after
    the judge announced his findings of fact and conclusions of
    law.16
    Conclusion.    We conclude that none of Wildlands Trust's
    arguments warrant reversal.    The case is remanded for the
    modification of the judgment consistent with this opinion, and
    as so modified, the judgment is affirmed.
    So ordered.
    16Contrary to Wildlands Trust's argument, the record
    reveals that the parties approached and tried the case in a
    manner consistent with the understanding that the burden rested
    with Wildlands Trust.
    

Document Info

Docket Number: AC 19-P-971

Filed Date: 11/12/2020

Precedential Status: Precedential

Modified Date: 11/13/2020