An equitable servitude is a term used in the
law
Law is a set of rules that are created and are enforceable by social or governmental institutions to regulate behavior, with its precise definition a matter of longstanding debate. It has been variously described as a science and as the ar ...
of
real property
In English common law, real property, real estate, immovable property or, solely in the US and Canada, realty, refers to parcels of land and any associated structures which are the property of a person. For a structure (also called an Land i ...
to describe a
nonpossessory interest in land that operates much like a
covenant running with the land.
In England and Wales the term is defunct and in Scotland it has very long been a sub-type of the
Scottish legal version of servitudes, which are what English law calls
easement
An easement is a Nonpossessory interest in land, nonpossessory right to use or enter onto the real property of another without possessing it. It is "best typified in the right of way which one landowner, A, may enjoy over the land of another, B" ...
s. However, covenants and equitable servitudes in most of the jurisdictions across North America are slightly different. The usual distinction is based on the remedy plaintiff seeks and
precedent
Precedent is a judicial decision that serves as an authority for courts when deciding subsequent identical or similar cases. Fundamental to common law legal systems, precedent operates under the principle of ''stare decisis'' ("to stand by thin ...
will allow for the scenario in question. Where the terms are unmerged, holders of a ''covenant'' seek ''money'' damages; holders of ''equitable servitudes'' seek ''injunctions''. The term used to exist in England widely before ''
Tulk v Moxhay'' and as byproduct of the
Judicature Acts
In the history of the courts of England and Wales, the Judicature Acts were a series of acts of the Parliament of the United Kingdom, beginning in the 1870s, which aimed to fuse the hitherto split system of courts of England and Wales. The ...
became one of the fullest mergers of equity and common law in
England and Wales
England and Wales () is one of the Law of the United Kingdom#Legal jurisdictions, three legal jurisdictions of the United Kingdom. It covers the constituent countries England and Wales and was formed by the Laws in Wales Acts 1535 and 1542. Th ...
so as to agree initially on the term "equitable covenant", then coming to be united in the term ''covenant'' save that "equitable" bears a particular meaning in English property rights since at least
1925
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: it means not fully compliant with registration/written formalities. If lacks legally routine formalities it is not a full legal covenant and therefore more tenuous, often only enforceable personally and against the original covenantor (''
in personam'').
Equitable servitude remains conceptually unaltered from its original core meaning however in many derived jurisdictions today. It describes wherever a party is in a non-criminal way forbidden from certain use (of land) in such a way as for breach to justify prohibitory or mandatory action to be ordered by the court. The term usually applies only to permanent restrictions, others may more commonly branded rules, terms of use, private byelaws or restrictions.
The first example was wherever there was an
enclave
An enclave is a territory that is entirely surrounded by the territory of only one other state or entity. An enclave can be an independent territory or part of a larger one. Enclaves may also exist within territorial waters. ''Enclave'' is so ...
, the land owner would forever, while it is necessary, enjoy an implied positive servitude over the intervening land. In England and Wales that scenario is almost exclusively expressed in terms of
implied easements in modern parlance.
In the
United States
The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic of 50 U.S. state, states and a federal capital district, Washington, D.C. The 48 ...
, negative and affirmative equitable servitudes remain a live legal concept in their own right. It is a covenant that
equity will enforce in equity, rather than in the common law, against the successors of the burdened land who have notice of the covenant. If such notice is by
constructive knowledge, such as the enquiries an ordinary purchaser ought to have made, then the covenant is known as "implied".
Creation
An equitable servitude must be created by a writing, unless it is a negative equitable servitude that may be implied from a common scheme for the development of a residential subdivision, so long as landowners have notice of the agreement. Implied negative servitudes, however, are not recognized in some states, such as
Massachusetts
Massachusetts ( ; ), officially the Commonwealth of Massachusetts, is a U.S. state, state in the New England region of the Northeastern United States. It borders the Atlantic Ocean and the Gulf of Maine to its east, Connecticut and Rhode ...
and
California
California () is a U.S. state, state in the Western United States that lies on the West Coast of the United States, Pacific Coast. It borders Oregon to the north, Nevada and Arizona to the east, and shares Mexico–United States border, an ...
.
Burden
A successor of the promisor is bound if the original promise is in writing, the covenanting parties intended the servitude to be enforceable by and against assignees, the successor of the promisor has actual, inquiry (record), or constructive notice of the servitude, and the covenant touches and concerns the land.
Benefit
The benefit of an equitable servitude runs with the land and thus is enforceable by the promisee's successors if the original parties so intended, and the servitude touches and concerns the benefited property.
Equitable defenses
A court will not enforce an equitable servitude under the following circumstances:
* The person seeking enforcement is violating a similar restriction on his own land (
unclean hands).
* The holder of the dominant estate acquiesced in violation of the servitude by the holder of the servient estate (acquiescence).
* The holder of the dominant estate acted in such a way that would have a reasonable person to believe that the covenant was abandoned (
estoppel
Estoppel is a judicial device whereby a court may prevent or "estop" a person from making assertions or from going back on their word. The person barred from doing so is said to be "estopped". Estoppel may prevent someone from bringing a particul ...
).
* The owner of the dominant estate fails to bring suit against the violator within a reasonable time (
laches).
* The character of the neighborhood changed sufficiently through development, changes in zoning, or through non-enforcement of the equitable servitude (called the "changed conditions" doctrine).
References
{{Reflist
Real property law
Equity (law)
da:Servitut
de:Grunddienstbarkeit
es:Servidumbre
fr:Servitude (droit)
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pl:Służebność
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zh:地役权