COMMONWEALTH OF MASSACHUSETTS MIDDLESEX, ss SUPERIOR COURT DEPARTMENT NO. 95-4563 FREDERICK AUFIERO ET ALS, ) TRUSTEES OF BEDFORDSHIRE ) CONDOMINIUM TRUST, ) Plaintiffs ) JOINT PRE-TRIAL ) MEMORANDUM v. ) ) BARRY KORT, ) Defendant ) 1. Agreed Upon Issues of Fact Plaintiffs are Trustees of Bedfordshire Condominium Trust, the organization of Unit Owners established to manage and maintain the common areas of Bedfordshire Condominium (the "Condominium") located in Bedford, Massachusetts. Defendant, Barry Kort, is the owner of Unit 12 (the "Unit") of the Condominium located at 12 Mitchell Grant Way, Bedford, Massachusetts. Defendant has withheld payment of a portion of common charges assessed against the Unit by the plaintiffs, resulting in the filing of this action by the plaintiffs to collect said unpaid common charges. The portion of withheld common charges, approximately 15%, are for the budgeted operation and maintenance of a golf course upon 2 parcels of land known as the Common Open Space and the Conservation Area. 2. What the Evidence is Expected to Show Plaintiffs expect the evidence will show that they properly assessed common charges against the Unit, that defendant has refused and failed to make in payment in full, that defendant has no right to withhold payment, and that plaintiffs have incurred reasonable costs and expenses in their efforts to collect said common charges for which defendant is liable. Defendant expects the evidence to show that the plaintiff Trustees illegally assessed and expended common charges for the purpose of operating and maintaining an unapproved golf course not defined in the Site Plan or Master Deed, not approved by the Planning Board, and situated in part upon Conservation Lands not owned by the Condominium Association. 3. Suggested Description of the Case for Reading to the Jury This is an action filed by the Trustees of Bedfordshire Condominium Trust (the "Trust") against defendant Barry Kort, a unit owner of the Condominium, to collect unpaid common charges assessed against his Unit. If the plaintiffs assessed the charges for expenses related to the proper maintenance, repair and replacement of the common areas of the Condominium, according to defendant's undivided percentage interest in the Condominium in conformance with the provisions of the Trust's Charter and Bylaws and in conformance with applicable law, then defendant is liable for the payment of such charges. If the charges were properly assessed, defendant has no legal right to withhold payment and is also liable for all costs of collection incurred by the plaintiffs, including reasonable attorney's fees. If the plaintiff Trustees exceeded their duly constituted authority by assessing and expending common charges for the operation and maintenance of an unapproved facility not defined in the Condominium Charter Documents, then defendant is not liable. If the plaintiff Trustees assessed and expended common charges for the operation of a facility situated in part upon public Conservation Lands not owned by the Condominium Association, then defendant is not liable. Moreover, if the plaintiff Trustees willfully breached the trust, then the Trustees may be held personally liable for restitution to the defendant and to other Unit Owners. 4. Statement of All Unusual Legal Issues There are at least 6 legally binding documents governing this case. They include MGL 183 and MGL 400 which together spell out applicable Condominium Law; The Wetlands Protection Act; the Bedford Conservation Bylaws,; the Decision of the Bedford Planning Board to approve the Special Permit for the Planned Residential Community of Bedfordshire; and the restrictive Covenants upon the Common Open Space and adjoining Conservation Lands. 5. Witnesses a. Pat Carney, former Managing Agent of the Plaintiffs, c/o Mor Management Corp., 74 Bedford Street, Lexington, MA 02173. b. Present and Past Trustees of the Condominium Trust, including, but not limited to, the following, Frederick Aufiero, Frederick Bird, Gordon Jameson, Donald Krebs, Richard Mazow, Howard Rubenstein, Roger Walker, John Abbott, and John Updegraph. All of said Trustees have a mailing address of 47 Mitchell Grant Way, Bedford MA 01730. c. Other witnesses who are undetermined at this time may be called. 6. Expert Witnesses Not yet determined 7. Estimated Length of Trial One (1) day Dated: October 1, 1996 TRUSTEES OF BEDFORDSHIRE Barry Kort, pro se CONDOMINIUM TRUST, 12 Mitchell Grant Way Bedford, MA 01730 275-4468 By their attorney, Michael W. Merrill One Beacon Street Boston, MA 02108 523-1760