McGovern v. McGovern
McGovern v. McGovern
Opinion of the Court
This dispute among family members concerns the fee to and easement rights over a private paved driveway now known as Bagley Avenue in Bedford.
Background. We derive the background facts from the judge’s findings, which are amply supported by the record, and the joint stipulation of facts. The disputed driveway and the two properties on either side of it, owned, respectively, by siblings Francis (Frank) and Christine McGovern, were once part of a forty-five acre parcel owned since at least 1974 by Arlene and Hollis Murphy, the mother and stepfather of Frank and Christine, and their brother, John. The southern boundary of the Murphy parcel is on Hartwell Road, a public way in Bedford. The Murphys resided in a home some distance from Hartwell Road, and access to their home from Hartwell Road was by the long paved
In 1977, the Murphys conveyed a portion of their forty-five acre parcel, known as Lot 1, to Frank and his wife, Phyllis. Lot 1 is situated generally to the easterly side of the driveway used to access lots 151C and 151A. The 1977 deed describes the parcel as “shown as Lot 1” on a plan recorded with the deed, followed by a metes and bounds description as set forth in the margin.
Sometime in 1985, the Murphys began to take steps to convey Lot 151A to Christine. From all that appears, by this time the private driveway that provided access to Lots 151C and 151 A, and over at least some portion of which Lot 1 enjoyed an easement, had come to be called “Bagley Avenue.” Because Lot 151A contained insufficient lot size and insufficient frontage on Hartwell Road, a variance was required. Although the Murphys were advised that they would not need a variance if they were willing to convey the fee to Bagley Avenue to Christine while retaining an easement for access to Lot 151C, they were unwilling to give up ownership or control of Bagley Avenue. At the variance hearing, in order to satisfy the concerns of the board of appeals that Bagley Avenue would be used to develop additional Murphy property in the rear, the Murphys agreed in writing that Bagley Avenue would not be used as a street. The board incorporated that agreement into the 1985 variance decision and granted the Murphys a variance for Lot 151A “subject to the condition that Bagley Avenue remain a driveway for access to the residence known as 151C Hartwell Ave. [sz'c] or 151C Bagley Ave . . . .” Christine was at all relevant times aware of the Murphys’ position that they owned and wanted to continue to own Bagley Avenue, and understood that her rights to use the width and length of Bagley Avenue would be pursuant to an easement granted by the Murphys.
Disputes arose between and among the parties regarding the use and maintenance of Bagley Avenue. In December, 2000, apparently believing she retained the fee in Bagley Avenue, Arlene Murphy executed and delivered an express easement over Bagley Avenue to Christine as owner of Lot 151 A; Christine recorded the easement. In January of 2005, Christine transferred the fee of Lot 151A to herself and her husband as joint tenants with rights of survivorship. Disputes concerning Bagley Avenue apparently continued, and these consolidated actions were commenced in December of 2005 and January of 2006. While initially a party to these proceedings, Arlene Murphy died in 2006. Her husband, Hollis Murphy, had predeceased her in 1997.
Discussion. The judge determined, among other things, that the 1977 deed to Frank and his wife, by operation of the derelict fee statute, G. L. c. 183, § 58, passed to them title to the easterly half of the driveway. The judge further determined that the 1986 deed, also by operation of the derelict fee statute, passed to Christine title to the westerly half of the driveway not conveyed to Frank and Phyllis in 1977. In addition, the judge declared that each fee simple owner of Bagley Avenue has a perpetual
On appeal, the defendants argue that the judge misapplied the derelict fee statute, and that under a correct reading of the statute, they own the fee in the entirety of Bagley Avenue, while Frank and his wife, as owners of Lot 1, have deeded easement rights to the way, and the owners of Lot 151C have an easement by necessity therein. We agree that the judgment below was error. After briefly reviewing salient aspects of the derelict fee statute and its interpretation, we first examine the 1977 conveyance and conclude that it did not convey any part of the fee to the driveway. We then examine the 1986 conveyance and conclude that it conveyed the fee to the entire driveway. Lastly, we address the availability of reformation as a means of redressing certain unintended consequences that result from application of the derelict fee statute in the circumstances, particularly with respect to the Murphys’ retention of any fee ownership in the driveway.
The derelict fee statute. General Laws c. 183, § 58, as appearing in St. 1990, c. 378, § 1, provides, in pertinent part:
“Every instrument passing title to real estate abutting a way, whether public or private . . . shall be construed to*694 include any fee interest of the grantor in such way . . . , unless (a) the grantor retains other real estate abutting such way . . . , in which case, (i) if the retained real estate is on the same side, the division line between the land granted and the land retained shall be continued into such way ... as far as the grantor owns, or (ii) if the retained real estate is on the other side of such way . . . , the title conveyed shall be to the center line of such way ... as far as the grantor owns, or (b) the instrument evidences a different intent by an express exception or reservation and not alone by bounding by a side line.”
We noted in Tattan v. Kurlan, 32 Mass. App. Ct. 239, 243 (1992), that “[t]he statute incorporates the basic common law principle of presumed intent with regard to conveyed land abutting an actual or contemplated way owned by the grantor. The common law presumed that the grantor intended to pass title to the center of the way.” The fee to the center “carries with it the right to use the way along its entire length.” Brennan v. De-Costa, 24 Mass. App. Ct. 968, 968 (1987).
The presumption at common law “could be overcome by clear proof of a contrary intent of the parties ‘ascertained from the words used in the written instrument in the light of all the attendant facts.’ Suburban Land Co. v. Billerica, 314 Mass. 184, 189 (1943). . . . Section 58’s mandate that title in the way is conveyed to the abutting grantee, however, is stricter than the common law rule which it codified and superseded. The statutory presumption is conclusive when the statute applies, unless . . . the ‘instrument passing title’ evidences a different intent ‘by an express . . . reservation.’ Other ‘attendant’ evidence of the parties’ intent is no longer probative.” Tattan v. Kurlan, supra at 243-244. See Rowley v. Massachusetts Elec. Co., 438 Mass. 798, 804 (2003).
The 1977 conveyance to Frank and Phyllis. It is uncontested that the 1977 deed does not contain any “express reservation” evidencing an intent contrary to the statutory presumption that title in the driveway is to be conveyed to the abutting grantee. Extrinsic evidence that the Murphys did not intend to convey the fee to the center of the driveway is thus irrelevant if they passed title to real estate “abutting” a way. Whether the 1977
In Emery v. Crowley, 371 Mass. 489, 492 (1976), the court noted that the derelict fee statute does not itself define the term “abutting,” and so turned to “established judicial rules of definition” to decide whether § 58 applied to the instrument at issue. Keeping “in mind that rules of construction,” even statutory ones, “are designed to elucidate the intent of parties to written instruments,” the court looked “to the instruments themselves and extrinsic facts, if necessary, to decide if the deeds involved . . . pass title to real estate ‘abutting’ a ‘way.’ ” Id. at 493.
The court in Emery concluded, with respect to the facts before it, that the term “abutting” means “property with frontage along the length of a way.” Id. at 494. Here, nothing in the 1977 deed description suggests that Lot 1 touches, abuts, or has frontage along a way, other than the public Hartwell Road. The parcel is not described as being bounded by the driveway or by a private way. The land to the west of Lot 1 is described no less than five times as the grantor’s land. While the absence in the deed of a specific reference to bounding by a way is not necessarily dispositive in the event that a parcel physically abuts a public or private way or other linear monument, Rowley v. Massachusetts Elec. Co., 438 Mass. at 804, it is also true that the failure to describe the land in the deed as being bounded by a way is by no means without significance when construing that deed. In the circumstances here, the failure to describe Lot 1 in the deed’s metes and bounds description as bounded by the driveway is some evidence that Lot 1 is not in fact bounded by the driveway. Compare the language in the 1977 deed (describing Lot 1 as bounded by “other land shown on said plan of Murphy,” and bounded “again by said Murphy land”) with the language in Emery v. Crowley, 371 Mass. at 491 (parcels conveyed abutted a paper street [“parcel 2”], which was referred to in deeds as “other land of the grantor”). The Emery court concluded that, under the circumstances, “parcel 2” “did not constitute a ‘way’ in the instruments passing title to the property.” Observing that “[bjoth the metes and bounds descriptions of the lots conveyed and the plans incorporated in the deeds clearly delineate. . . parcel 2 as belonging to the grantor or his spouse,”
We turn next to the 1977 plan incorporated in the 1977 deed. Such a plan may be considered in determining the physical bounds of land conveyed. Tattan v. Kurlan, 32 Mass. App. Ct. at 246. The 1977 plan depicts the driveway with dotted lines and clearly shows a gap or strip of land between the southwesterly lot line of Lot 1 and the driveway. Nothing shown on the 1977 plan itself suggests that the gap land is intended to be included in what is labeled “Bit. Cone. Driveway.” The judge concluded, however, that the gap land was intended to be included as part of the driveway for two reasons: first, it is much like a grassy shoulder adjacent to a public way that is to be considered part of the public way, and, second, the express easement over the driveway would be ineffective if the “Bit. Cone. Driveway” depicted on the 1977 plan did not also include the strip of land next to it. We do not think either reason persuasive.
It is true that a grassy strip next to a public way may be considered part of the public way if the layout of the way includes the grassy strip. See, e.g., Diamond v. Newton, 55 Mass. App. Ct. 372, 374 (2002) (forty-foot width of land taken
As to the express easement contained in the 1977 deed and its purported limitations, while it appears that the easement was less than artfully drafted and it very well may be the case that the grantors intended to include easement rights over the gap land in order to enable Frank and Phyllis to access their property from the driveway,
The absence in the metes and bounds description of any intent to bound the lot by the driveway, the presence of a physical gap between the lot line and the driveway as shown on the 1977 plan, and the express easement over the driveway together convince us that Lot 1 does not “abut” on the driveway for purposes of § 58. See Cetlin v. Bradford, 242 Mass. 434, 444 (1922) (where the deed description fixed the boundary line in relation to a building on the lot, resulting in a line parallel with and two feet south of the southerly line of the way, and no reference was made to the way in the deed, the premises did not abut on it and the grantee received no interest in the fee). Because the 1977 deed to Frank and Phyllis did not pass “real estate
The 1986 conveyance to Christine. By 1986, the driveway had come to be called Bagley Avenue. The deed transferring Lot 151A to Christine contained no metes and bounds description, identifying the parcel only as “shown as Lot 151A” on the 1985 plan. That plan clearly depicts Lot 151A as physically touching and abutting Bagley Avenue, and no gap between Lot 151A and Bagley Avenue appears on the plan. Hence, the deed to Christine passes “real estate abutting a way” as those terms are used in § 58, and the fee at least to the center of the way passed to Christine by virtue of the derelict fee statute.
The question becomes whether Christine or the Francis J. McGovern and John Joseph McGovern Family Trust (Trust), as the Murphys’ successor, holds the fee to the remaining eastern half of Bagley Avenue. As previously discussed and for reasons that are unclear on the record, the 1985 plan depicts as part of Bagley Avenue the strip that had separated the driveway from Lot 1 in the 1977 plan. As a result of including the strip as part of Bagley Avenue in the 1986 conveyance to Christine, the Murphys did not retain the fee to any land on the opposite side of the driveway, and therefore, the fee to the entire way passed to Christine by operation of § 58. Absent an express reservation in the deed, the uncontroverted evidence of the grantors’ contrary
Reformation. Although evidence of the Murphys’ intention to retain the fee in Bagley Avenue and Christine’s acknowledgment of and behavior consistent with that intention cannot alter the application of § 58 in this case, such evidence does bear on the Trust’s claim for reformation of the 1986 deed to Christine. Cf. Mickelson v. Barnet, 390 Mass. 786, 792 (1984) (when mistake is alleged, extrinsic evidence of intent may be considered, notwithstanding parole evidence rule). “Reformation is available to parties where there has been a mutual mistake which is material to the instrument and where no rights of third persons are affected. It is of no critical importance whether the mutual mistake is one of fact or law; it is sufficient that it is material and that it is of a type which can be remedied in equity.” Beach Assocs. v. Fauser, 9 Mass. App. Ct. 386, 394-395 (1980). See Mickelson v. Barnet, 390 Mass. at 791; Torrao v. Cox, 26 Mass. App. Ct. 247, 250 (1988).
Here, the fee to Bagley Avenue passed by operation of law rather than any express language in the deed. Although we are unaware of a case which has applied, on a proper showing, the equitable doctrine of reformation to the effects of the operation of G. L. c. 183, § 58, we perceive no impediment to reformation in such circumstances. “Upon the finding that because of mutual mistake the deed did not convey the land which the [plaintiffs] intended to sell and the [defendant] to buy, reformation by the delivery of proper deeds to express the real intention of the parties is the appropriate remedy.” Crowley v. Holdsworth, 264 Mass. 303, 308 (1928). See Franz v. Franz, 308 Mass. 262, 266-267 (1941) (reformation of deed mistakenly made out to husband and wife as tenants by the entirety, rather than as joint tenants).
While acknowledging the substantial evidence of mutual mistake, the judge reasoned that reformation was not appropriate because the fee in Bagley Avenue was not so material to the agreement as to justify reformation. We disagree. “Title in fee . . . and an easement are different.” Brown v. Sneider, 9 Mass. App. Ct. 329, 332 (1980). Here, the evidence shows that the transfer of Lot 151A to Christine was essentially a gift, with Christine paying only the legal and surveying fees, and the price of the property was thus not a material factor. The evidence suggests that the only issue of significance to the Murphys in making the transfer of Lot 151A to Christine was the retention of the fee in Bagley Avenue. Given the disputes that have arisen among the parties with respect to use, maintenance, and control of the way, it is not at all clear that the Murphys erred in the importance they placed on retaining the fee. Indeed, given the location of their home and remaining acreage, along with the fact that utilities to their home pass under Bagley Avenue, the Murphys would have been well advised to retain the fee in the way.
While ownership of the fee in a way may not be material in every conveyance passing property abutting a way, in the circumstances presented in this case, retention of ownership of the fee to Bagley Avenue was sufficiently material to the conveyance of Lot 151A from the Murphys to Christine to sustain the Trust’s claim for reformation. The evidence is clear and convincing that the Murphys did not intend to convey and Christine did not expect to be conveyed to her any portion of the fee to Bagley Avenue as a result of the 1986 transfer, and that the deed failed accurately to reflect their intentions. The 1986 deed should accordingly be reformed to reserve expressly to the grantors the fee in Bagley Avenue. That is not to say, however, that Christine
Conclusion. The penultimate paragraph of the judgment, dismissing with prejudice all claims and counts pertaining to matters other than ownership of and easements in Bagley Avenue, is affirmed. In all other respects, the judgment, inclusive of the easement rights as declared by the judge, is reversed. The case is remanded for further proceedings consistent with this opinion, including reformation of the 1986 deed to retain ownership of the fee in Bagley Avenue in the grantor.
So ordered.
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The plaintiffs commenced an action in December of 2005 in the Land Court seeking injunctive relief and a declaration as to ownership of Bagley Avenue, easement rights of the parties, and reformation of a 1986 deed to the defendant Christine McGovern, under a theory of mutual mistake. The defendants Christine McGovern and Anthony Leonti, who are wife and husband, answered the complaint, filed counterclaims, and commenced an action in Superior Court seeking similar declaratory relief and damages for a number of tort claims, including slander to title, trespass, undue influence and duress, and malicious interference with devise and legacy. The cases were consolidated and a judge of the Land Court was appointed to sit as a judge of both the Land Court and the Superior Court. The defendants’ tort clams were dismissed or waived prior to the commencement of trial. The only issues tried were the title to Bagley Avenue, easement rights, and reformation of the 1986 deed.
We use first names where the common surname would cause confusion.
Lot 151C was conveyed to the Francis J. McGovern and John Joseph McGovern Family Trust (Trust) in September, 2004. In the recorded plans reproduced in Appendix A and Appendix B, see notes 8 and 11, infra, Lot 151C is identified simply as “other land of Murphy.”
The 1977 deed describes the parcel as “[a] certain parcel of land on the Northwesterly side of Hartwell Road, Bedford . . . and being shown as Lot #1 on a plan of land . . . said plan to be recorded with Middlesex South District Registry of Deeds and Bounded and described as follows:
“Southeasterly by the curve of Hartwell Road as shown on said plan by two courses, 188.66 feet and 36.34 feet;
“Northeasterly by other land shown on said plan of Murphy 222.58 feet; “Northwesterly again by said Murphy land 190 feet;
“Southwesterly again by said Murphy land 58.36 feet;
“Southeasterly again by said Murphy land 20 feet;
“Southwesterly again by said Murphy land 50 feet “Northwesterly again by said Murphy Land 20 feet “Southwesterly again by said Murphy land 165 feet;
“Containing according to said plan 1.182 acres more or less.
“Together with an Easement and Right of Way to the Grantees their heirs and assigns to pass and repass, along with others entitled thereto, along and over a strip of land shown on said plan as “Bit. Cone. Driveway” for the purpose of ingress and egress to or from the rear or any portion of said lot.”
The recorded 1977 plan referenced in the deed is reproduced in Appendix A.
See note 7, supra.
According to the notations that appear in the upper left hand side of the documents, the 1986 deed and the 1985 variance were recorded together.
The recorded 1985 plan referenced in the 1986 deed is reproduced in Appendix B.
The exception to these mutual nonexclusive easements is the twenty foot by fifty foot bumpout on the easterly side of the way, shown on the 1977 and 1985 plans, and referred to as the “turn-around” or “parking area.” The judge concluded, for reasons not entirely evident, that the bumpout is owned exclusively in fee by Frank and Phyllis free of any right of passage or easement in favor of the owners of Lot 151 A.
The judge’s declaration provided that the owners of Lot 151C “have, as appurtenant to Lot 151C: (i) a perpetual non-exclusive easement and right of way to pass and repass on foot and by vehicle, in common with all others lawfully entitled thereto, along and over the bituminous concrete driveway now existing on Bagley Avenue for the purpose of ingress to, and egress from, the lot they own of record, Lot 151C and (ii) a perpetual non-exclusive easement, in common with all others lawfully entitled thereto, to use, repair, maintain, restore, and replace a sewer and drain passing through and under Bagley Avenue, together with the right to enter upon Bagley Avenue and the adjoining premises to carry out repair, maintenance, restoration, and replacement of the sewer and drain pipes and facilities.”
Compare and contrast Lemay v. Furtado, 182 Mass. 280, 281-282 (1902), relied on by the trial judge. There, as here, the metes and bounds description did not bring the land conveyed to the way at issue, but, unlike the instant matter, the land conveyed in Lemay was described as bounded by the way. In those circumstances, the way, being a monument, prevails over the metes and bounds description. See Holmes v. Barrett, 269 Mass. 497, 499-500 (1929); Ryan v. Stavros, 348 Mass. 251, 258-259 (1964). See also Overly v. Treasurer & Recr. Gen., 344 Mass. 188, 192 (1962) (road is a monument).
To the extent the judge considered the 1985 plan in this regard, this was incorrect. The later plan can have no significance in determining what had been intended in 1977. See, e.g., Cetlin v. Bradford, 242 Mass. 434, 445 (1922).
As to the extent of the easement rights conveyed to the owner of Lot 1, see note 19, infra.
As a further reason to affirm the judgment of the Land Court, the plaintiffs refer to testimony at trial that Frank “had taken care of [the grassy strip abutting the driveway] for the past thirty years.” However, there being no ambiguity in the instruments, there is no need to resort to extrinsic evidence to construe the deed and plan in light of the attending circumstances. Hanson v. Cadwell Crossing, LLC, 66 Mass. App. Ct. 497, 502-503 (2006), citing Sheftel v. Lebel, 44 Mass. App. Ct. 175, 179 (1998). In any event, Frank and Phyllis would fare no better even were we to consider the apparent intentions of the parties in construing the provisions of the 1977 deed. The evidence in the record suggests that the Murphys at all operative times intended to retain ownership of the fee in the driveway later known as Bagley Avenue, not that they intended to pass a portion of the fee to Frank and Phyllis in 1977.
Christine also concedes that it was not until 2000 that she first became aware of the possibility that she might have ownership rights in Bagley Avenue but did not follow up on the suggestion until 2005 when she sought further legal advice.
We note that the 2000 easement to Christine includes the entirety of Bagley Avenue, including the turn-around or parking area. To the extent that passage over that parking area facilitates ingress and egress to Lot 151 A, the easement expressly allows such use. However, neither Frank’s nor Christine’s easement contains any express right to park on Bagley Avenue, and to the extent parking rights are claimed as within the scope of the parties’ respective easements, the record before us is insufficient to address the point. Any continuing issues as to the extent of the parties’ easement rights may be considered further on remand.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.