Homer A. Stillwell, III, Elizabeth Robertson, Marguerite H. Benson, Adam Leighton, III and Black Mountain Operating, LLC v. John F. Stevenson, Borden W. Stevenson, Joan Pirie LeClerc, John T. Pirie, Sophie H. Pirie, Blake Oil and Gas Corporation, MDJ Minerals, L.L.P., Wade P. Koehl and AOG Permian Partners, Ltd.

CourtCourt of Appeals of Texas
DecidedMarch 10, 2023
Docket08-21-00131-CV
StatusPublished

This text of Homer A. Stillwell, III, Elizabeth Robertson, Marguerite H. Benson, Adam Leighton, III and Black Mountain Operating, LLC v. John F. Stevenson, Borden W. Stevenson, Joan Pirie LeClerc, John T. Pirie, Sophie H. Pirie, Blake Oil and Gas Corporation, MDJ Minerals, L.L.P., Wade P. Koehl and AOG Permian Partners, Ltd. (Homer A. Stillwell, III, Elizabeth Robertson, Marguerite H. Benson, Adam Leighton, III and Black Mountain Operating, LLC v. John F. Stevenson, Borden W. Stevenson, Joan Pirie LeClerc, John T. Pirie, Sophie H. Pirie, Blake Oil and Gas Corporation, MDJ Minerals, L.L.P., Wade P. Koehl and AOG Permian Partners, Ltd.) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Homer A. Stillwell, III, Elizabeth Robertson, Marguerite H. Benson, Adam Leighton, III and Black Mountain Operating, LLC v. John F. Stevenson, Borden W. Stevenson, Joan Pirie LeClerc, John T. Pirie, Sophie H. Pirie, Blake Oil and Gas Corporation, MDJ Minerals, L.L.P., Wade P. Koehl and AOG Permian Partners, Ltd., (Tex. Ct. App. 2023).

Opinion

COURT OF APPEALS EIGHTH DISTRICT OF TEXAS EL PASO, TEXAS

HOMER A. STILLWELL, III; ELIZABETH § ROBERTSON, MARGUERITE H. BENSON, ADAM LEIGHTON, III, AND § BLACK MOUNTAIN OPERATING, LLC, No. 08-21-00131-CV § Appellants, Appeal from the § v. 143rd Judicial District Court § JOHN F. STEVENSON, BORDEN W. of Reeves County, Texas STEVENSON, JOAN PIRIE LECLERC, § JOHN T. PIRIE, SOPHIE H. PIRIE, BLAKE (TC# 21-06-24028-CVR) OIL AND GAS CORPORATION, MDJ § MINERALS, L.L.P., WADE P. KOEHL, AND AOG PERMIAN PARTNERS, LTD., §

Appellees. §

OPINION ON REHEARING

We deny Appellants’ motion for rehearing. On our own motion the opinion issued on

November 30, 2022, is withdrawn, and we vacate the judgment of that date. This is now the opinion

of the Court.

This case involves the disputed ownership of an undivided one-eighth mineral interest

located in Reeves County. For the following reasons, we reverse the trial court’s order and remand

for further proceedings.

1 FACTUAL AND PROCEDURAL BACKGROUND John Borden (John) and Courtney Letts Borden (Courtney) married on March 14, 1925,

and divorced on July 1, 1933. In anticipation of their divorce, John and Courtney executed a

separation agreement concerning the division of property and guardianship of their child. The

agreement incorporates Illinois law and states it “shall be bindings upon the heirs . . . of the parties

hereto.” Soon after, a Nevada district court rendered a divorce decree which resolved all division-

of-property issues by incorporating the separation agreement. Both John and Courtney were

married multiple times and had several children.

During their marriage, and while living in Illinois, John acquired from A.B. Carothers an

undivided one-eighth mineral interest in property located in Reeves County. Heirs of John (John

Borden Heirs) and Courtney (Courtney Borden Heirs) claim their respective interests in the

disputed mineral property and have assigned to various parties any interest they hold in the

property or executed related oil and gas leases concerning the property. The dispute essentially

hinges on whether the mineral interest is properly characterized as separate or community property

at the time John acquired it.

Because the John Borden Heirs and Courtney Borden Heirs have made competing claims

as to the ownership rights of the one-eighth mineral interest at issue, EOG Resources, Inc.—an oil

and gas company to which two of the Courtney Borden Heirs assigned their purported mineral

interests—filed an interpleader action in Reeves County. The John Borden Heirs responded by

filing an answer, which generally denied all allegations in EOG’s interpleader but asserted no

crossclaims, and a motion for summary judgment, which purported to establish the John Borden

Heirs as “the true and rightful owners” of the disputed mineral interest.

The Courtney Borden Heirs responded, contending the John Borden Heirs’ motion should

be denied because, among other things, it did not identify the grounds on which summary judgment

2 was sought as required by Texas Rule of Civil Procedure 166a(c). They filed a joint amended

answer, asserting affirmative defenses, special exceptions, and a trespass-to-title crossclaim. The

Courtney Borden Heirs also filed a cross motion for partial summary judgment, contending the

John Borden Heirs cannot prevail in their trespass-to-title action because they cannot establish a

prima facie title to the interest through a common source, and even if they could, the Courtney

Borden Heirs have superior title because the community-property presumption applied when John

acquired the mineral interest.

Two days before the summary judgment hearing, the John Borden Heirs filed an amended

answer, asserting affirmative defenses and alleging trespass-to-title, declaratory judgment, and

quiet title crossclaims and seeking attorney’s fees; however, they did not amend their pending

motion for summary judgment to incorporate those claims. The Courtney Borden Heirs moved to

strike the amended pleading as untimely and objected to summary judgment evidence appended

to the John Borden Heirs’ motion.

On April 18, 2019, the trial court held a hearing on the competing motions for summary

judgment. Following the hearing and additional briefing requested by the court at the hearing, the

trial court granted the John Borden Heirs’ motion for summary judgment, denied the Courtney

Borden Heirs’ motion for summary judgment, and denied the Courtney Borden Heirs’ special

exceptions and motion to strike summary judgment evidence. In its order, the trial court noted it

considered “the Courtney Borden Heirs’ Motion, the John Borden Heirs’ Motion, the Courtney

Borden Heirs’ response to the John Borden Heirs’ Motion, the summary judgment evidence, the

pleadings and the arguments of counsel;” however, the trial court did not specify upon which

claims its summary judgment grant was based. The trial court subsequently severed the John

Borden Heirs’ and Courtney Borden Heirs’ claims into a new cause separate from the original

interpleader action and rendered a final judgment in the new cause based upon the summary

3 judgment rulings. The Courtney Borden Heirs appealed, contesting the trial court’s evidentiary

and summary judgment decisions.

STANDARD OF REVIEW A. Evidentiary Objections

We review the admission or exclusion of summary judgment evidence for abuse of discretion.

Hawxhurst v. Austin’s Boat Tours, No. 08-19-00257-CV, 2020 WL 5094673, at *2 (Tex. App.—El

Paso Aug. 28, 2020, no pet.) (mem. op.) (citing Elness Swenson Graham Architects, Inc. v. RLJ II-C

Austin Air, LP, 520 S.W.3d 145, 157 (Tex. App.—Austin 2017, pet. denied)). A trial court abuses its

discretion by acting without reference to any guiding rules or principles. Id.

B. Summary Judgment

We review summary judgments de novo. McGehee v. Endeavor Acquisitions, LLC, 603

S.W.3d 515, 521 (Tex. App.—El Paso 2020, no pet.). In a traditional summary-judgment motion,

the moving party bears the burden to establish there is no genuine issue of material fact and it is

entitled to judgment as a matter of law. Id. If both sides move for summary judgment and the trial

court grants one but denies the other, we review all summary-judgment evidence and determine

all questions presented, issuing the judgment the trial court should have rendered. Mann Frankfort

Stein & Lipp Advisors, Inc. v. Fielding, 289 S.W.3d 844, 848 (Tex. 2009).

ANALYSIS A. Preliminary evidentiary considerations

The Courtney Borden Heirs first raise two threshold evidentiary objections: They argue a

demonstrative flowchart exhibit the John Borden Heirs appended to their motion for summary

judgment and census records from 1920 and 1930 the John Borden Heirs included with their post-

hearing supplemental brief do not constitute competent summary judgment evidence.

As to the flowchart, the Courtney Borden Heirs contend the trial court erred by denying their 4 motion to strike this exhibit because it is an unsworn, unauthenticated document. The John Borden

Heirs maintain it was merely provided as a demonstrative aid for the trial court, and they do not seek

for us to utilize or consider the exhibit on appeal. We agree the flowchart is not authenticated and

therefore not competent summary judgment evidence. Hernandez v.

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Homer A. Stillwell, III, Elizabeth Robertson, Marguerite H. Benson, Adam Leighton, III and Black Mountain Operating, LLC v. John F. Stevenson, Borden W. Stevenson, Joan Pirie LeClerc, John T. Pirie, Sophie H. Pirie, Blake Oil and Gas Corporation, MDJ Minerals, L.L.P., Wade P. Koehl and AOG Permian Partners, Ltd., Counsel Stack Legal Research, https://law.counselstack.com/opinion/homer-a-stillwell-iii-elizabeth-robertson-marguerite-h-benson-adam-texapp-2023.