understanding property equitable servitudes flash cards

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    Equitable Servitudes

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    Topics Covered

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    Which is easier enforcing a

    promise as a real covenant or as an

    equitable servitude?

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    It is generally easier to enforce a

    promise as an equitable servitude

    than as a real covenant because

    horizontal and vertical privity are

    not required.

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    What is the remedy for violating an

    equitable servitude?

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    The usual remedy for violation of

    an equitable servitude is injunctive

    relief, which often provides more

    effective relief than compensatory

    damages.

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    What is an equitable servitude?

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    An equitable servitude is a promise

    concerning the use of land that (1)

    benefits and burdens the original

    parties and their successors and

    (2) is enforceable in equity.

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    What is the difference between the

    equitable servitude and the real

    covenant?

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    First, the standard for enforcing a promise as an equitableservitude is easier to meet than the parallel standard for a

    real covenant

    Second, a broader array of defenses applies to the equitable

    servitude

    Third, the traditional remedy for violation of an

    equitable servitude is an injunction, not damages

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    What are the requirements for a

    burden to run when dealing with an

    equitable servitude?

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    (1) the promise must be in writing or implied from a"common plan";

    (2) the original parties must intend to bind successors;(3) the promise must "touch and concern" land; and(4) the successor must have notice of the promise.10

    Neither horizontal privity nor vertical privity is required.

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    What is the common plan or

    scheme doctrine?

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    where a developer manifests a

    "common plan" to impose uniform

    restrictions on a subdivision, most

    courts will find implied equitableservitudes even without a writing.

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    Does a devisee, heir, or other donee

    qualify for protection as a bona fide

    purchaser under the American Rule?

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    A devisee, heir, or other donee cannot

    qualify for protection as a bona fide

    purchaser; under the American rule, a

    donee is bound by a prior promise evenwithout notice.

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    When dealing with equitable servitude,

    what is needed for the benefit to run?

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    (1) the promise must be in writing or implied froma "common plan"

    (2) the original parties must intend to benefitsuccessors

    (3) the promise must "touch and concern" land

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    When do courts agree that an

    equitable servitude will be implied

    in equity?

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    If a developer manifests a common plan or common scheme toimpose uniform restrictions on a subdivision, most courts

    conclude that an equitable servitude will be implied in equity.23

    The common plan or scheme is viewed as an implied promise by

    the developer to impose the same restrictions on all the retained

    lots. Under this approach, every lot in the subdivision is bothburdened and benefited by the restriction. No lot owner may

    violate the restriction; and any lot owner can enforce the

    restriction against another.

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    What are the defenses to an

    equitable servitude?

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    (1) anti-discrimination protections(2) changed conditions(3) release,(4) abandonment,(5) merger, and(6) eminent domain

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    What is the most common defense usedfor enforcement of a promise as an

    equitable servitude?

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    The most commonly-asserted defenseto enforcement of a promise as an

    equitable servitude is changed

    conditions.

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    What is Acquiescence?

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    Another defense, The plaintiff whoignores violations of a promise by some

    owners-but

    seeks to enforce the same promiseagainst the defendant will lose due to

    acquiescence.

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    What is estoppel?

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    If the plaintiff manifests an intentionnot to enforce a land use promise and

    the-defendant reasonably relies on this

    conduct to his or her detriment, thedefense of estoppel is available.

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    What is laches?

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    The defense of laches arises whenthe plaintiffs unreasonable delay in

    enforcing a promise causes

    substantial prejudice to the

    defendant.

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    What do courts consider whendeciding on whether the plaintiff

    will receive and injunction or

    another equitable relief?

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    As a general rule, courts traditionallyconsider the relative hardship to the

    parties in deciding whether the

    successful plaintiff will receive aninjunction or other equitable relief.

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    What is the doctrine of unclean hands?

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    The doctrine of unclean hands preventsa plaintiff who has violated a promise

    from seeking to enforce it in equity

    against another party.

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    What are the remedies for breach ofequitable servitudes?

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    The standard remedy for breach of anequitable servitude is an injunction.

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    Under the restatement, what is neededto create an equitable servitude?

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    1. The parties intend to create a servitude2. The servitude complies with the statute of

    frauds

    3. The servitude is not illegal, unconstitutional,or violative of public policy.

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    Under the restatement what are theremedies of a equitable servitude?

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    Under the Restatement, a servitude maybe enforced by any legal or equitable

    remedy, including compensatory

    damages, punitive damages,injunctions, restitution, imposition of

    liens, or declaratory relief.