Cummings v. Shailer

266 P.2d 613
CourtSupreme Court of Oklahoma
DecidedFebruary 2, 1954
DocketNo. 35484
StatusPublished
Cited by1 cases

This text of 266 P.2d 613 (Cummings v. Shailer) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cummings v. Shailer, 266 P.2d 613 (Okla. 1954).

Opinions

PER CURIAM.

This appeal involves a question of probate procedural law and a question of substantive law relating to the reciprocal rights between a life tenant and remainder-men to royalty payments securing from a secondary recovery of oil from existing and developed leaseholds.

John N. Shailer, a resident of Kansas, died testate and seized with mineral or royalty interests in Washington County, Oklahoma, on September 6, 1948. His will left the real estate to his wife for life with a remainder over to his two children..

The procedural question has its inception in the refusal of the county court to hear or approve a final accounting, and to order the distribution of the estate under the will, upon the theory that the failure of the executrix, who was a nonresident, to appoint a local agent under the provisions of Title 58 O.S.1951 § 162, deprived the court of jurisdiction to proceed. In this the county court was in error and upon the probate appeal the district court so held. Southwick v. Jones, 177 Okl. 409, 60 P.2d 774.

The executrix, who is the appellee here, appealed from the order of the county court upon both questions of law and fact.

This gave rise to the contention of the appellants, both in the district court and [615]*615here, that the district court was without authority to do other than affirm or reverse the county court upon the jurisdictional ground, and if reversed, to remand the case to the county court for further proceedings.

Appellant cites In re Hick’s Estate, 189 Okl. 310, 116 P.2d 905, and there are many other cases supporting the general rule that on appeal from a county court, in probate proceedings, the district court has appellate jurisdiction only and can pass only on such issues as were presented and tried in the county court, and that the issues cannot be changed on appeal.

We know of no case that holds that the appellate jurisdiction of the district court, in a probate appeal, is defeated by the refusal of the county court to hear evidence on the issues presented.

This court has held in numerous cases that a trial de novo has a well defined meaning and as applied to probate appeals to the district court, does not contemplate the framing of new or different issues.

An examination of the cases cited and of the other cases of this court discloses that the jurisdiction of the district court on probate appeals is limited to rendering such judgment or making such an order as the county court should have made. Wise v. Cutchall, 171 Okl. 60, 41 P.2d 864.

The precise question then is what issues were in fact presented in the county court. The executrix filed an instrument designed to be a final accounting and petition for distribution in the estate, which appears to be sufficient 'for the purposes, and the appellants objected to the approval of the account and the distribution of the estate upon both jurisdictional and non-jurisdictional grounds. The county court1 erroneously refused to hear evidence on the issues presented. The executrix appealed to the district court, on questions of both law and fact, and thus effectively raised every question relating to the refusal of the county court to approve the final account and distribute the estate. The issues presented upon appeal were the exact and identical issues that were presented and should have been heard in the county -court.

We believe that the rule stated, In re Combs’ Estate, 66 Okl. 29, 166 P. 1070, is applicable here, as follows:

“Where the county court sustains a demurrer to evidence offered in support of a petition to probate an alleged lost will, and enters its order and judgment denying probate of will, and the proponents appeal to the district court on both questions of law and fact, held, that in. the district court upon appeal cause will1 be heard de novo, and be considered in the same manner as if the case and proceedings had lawfully originated in said court.”

A chronological statement of fact, insofar as the substantive rights of the parties are involved, are these: William H. Shatter, then owner of the land, on August 22, 1904, made an oil and gas lease to the predecessors in interest of Forrest Oil Corporation, the present owner of the lease, which was later modified to provide that subject to certain drilling requirements, which were performed, that it should remain in force and effect as long as oil1 and gas was produced from the premises in .paying quantities. Agnes E. Shatter succeeded to the interest of William H. Shatter in the land, and on September 4, 1934, conveyed the same to the decedent, John N. Shatter, reserving to herself all royalties from oil or gas or other minerals produced during her lifetime, which she thereafter released by a conveyance dated June 16, 1943. Intervening these two dates, and on May 11, 1942, at a time when he owned no mineral interest in the land, John N. Shatter executed the will here probated, which gave his wife, Évaliena Shatter, a life estate in the premises, less a. fractional acreage conveyed to Dewey Portland Cement Company,, with a remainder over to his children.

After John N. Shatter acquired.the min-, eral interest, and thus became the owner of title in fee simple estate, two. conveyances were made, one of which was held to' create a co-tenancy in himself and his wife, Evaliena Shatter, as to the mineral [616]*616interests, and the other was a conveyance by John N. Shailer, joined by his wife, of the surface rights to a stranger. The trial court held that the effect of these transactions was to vest or reserve the mineral, interest to the decedent, John N. Shailer and Evaliena Shailer, his wife, in tenancy common, by reason of which each owned an undivided one-half interest therein.

The question presented is whether decedent’s will, as to his . mineral interest, created a life estate in his wife, and if áo, the reciprocal rights of the life tenant and remaindermen in accruing royalties under the lease.

It is not-seriously questioned, as a matter of general law, that where a lease for oil and gas purposes is made by an owner of land prior to the creation of a life estate therein, although actual drilling operations have not begun at that time, the life tenant is entitled to all accruing royalties. Lawley v. Richardson, 101 Okl. 40, 223 P. 156, 43 A.L.R. 803; Summers Treatise on Oil and Gas, Section 196.

It is contended that the general rule is inoperative in the case, at bar for the reasons that a life estate cannot be created in personal property and that a royalty interest constitutes personal property, and that the present oil production is by virtue of an unitization agreement, which was executed by the life tenant without authority, and which provides for a secondary recovery of oil, which will destroy the estate of the re-maindermen.

The contention that a life estate cannot 'be created in personal property is not sustained by the authorities, and needs no further discussion in view of the fact that the reservation of all royalties from oil and gas and other minerals, as to un-accrued royalties, which means oil and gas and other minerals in the ground, is usually treated as real property. 131 A.L.R. 1371, and the Oklahoma cases therein cited, including McCully v. McCully, 184 Okl. 264, 86 P.2d 786, and the later cases of Ross v. District Court of Oklahoma County, 199 Okl. 573, 188 P.2d 861, and Mershon v. Essley, 204 Okl. 660, 233 P.2d 293.

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Related

In Re Shailer's Estate
1954 OK 34 (Supreme Court of Oklahoma, 1954)

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266 P.2d 613, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cummings-v-shailer-okla-1954.