Kountze v. Kirby Lumber Corp.

153 F.2d 695, 1946 U.S. App. LEXIS 3248
CourtCourt of Appeals for the Fifth Circuit
DecidedFebruary 18, 1946
DocketNo. 11459
StatusPublished
Cited by1 cases

This text of 153 F.2d 695 (Kountze v. Kirby Lumber Corp.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fifth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kountze v. Kirby Lumber Corp., 153 F.2d 695, 1946 U.S. App. LEXIS 3248 (5th Cir. 1946).

Opinion

LEE, Circuit Judge.

The appellants brought this suit for a declaratory judgment1 to determine the respective rights of the appellants and the appellee under a deed dated July 5, 1902, from the appellants’ predecessor in interest (grantor) to appellee’s predecessor in interest (grantee), and to quiet appellants’ title to such rights and interests as the court may decree. The grantor in -the 1902 deed conveyed all its interest in certain described lands in Tyler and San Augustine Counties, Texas, to the grantee with certain reservations and exceptions,2 to wit: (1) The grantor reserved unto it[697]*697self, its successors and assigns, 95% of all oil in place. (2) The grantor reserved unto itself, its successors and assigns, the right to drill for oil and to take away 95% of the oil produced. (3) The grantor reserved unto itself, its successors and assigns, the [698]*698right to refine 95% of said oil on the lands. (4) The' grantor reserved unto itself, its successors and assigns, the right to transport said oil from the premises. (5) The grantor reserved unto itself, its successors and assigns, the right to construct on and remove from the land machinery and structures necessary and proper for the production and storage of said oil. (6) The grantor reserved unto itself, its successors and assigns, “the full and absolute right and power in good faith to sell and convey the whole of the oil”; and any conveyance so made “shall pass to the grantee or grantees therein the whole of the oil,” but in such event said vendor shall pay to the grantee, his heirs, executors, administrators, or assigns 1/20 of the “purchase price obtained upon said sale.” (7) In the event of any such sale the purchaser “shall have all the same rights and powers as to the said five per cent. (5%) of said oil as are by this instrument reserved and conferred as to said ninety-five per cent. (95%).” (8) The lessees, agents, and workmen of the grantor, as well as its successors and assigns, might exercise the aforesaid rights and powers hereby reserved to said grantor. (9) “It is distinctly understood and agreed that said grantor, its successors and assigns, shall deliver to the said John H. Kirby [grantee], his heirs, executors, administrators and assigns, at any well bored or sunk in said lands the one-twentieth part of all crude oil produced and saved from said well. * * * This obligation to deliver on.e-twentieth of said oil shall be one running with the ownership of the well, and when said grantor or any person or persons succeeding to its interest disposes of any interest in any well there shall no longer rest upon it or them any obligation to perform 'this covenant, but such obkgation shall thereupon attach to the person or persons succeeding to such interest.”

A stipulation 3 between the parties to this suit provided, inter alia: (1) That the appellants have the power to execute an oil lease covering the full estate in the oil; (2) that the appellee is entitled to 5% of all royalty provided in such lease; (3) that the controversy is limited to the question whether the appellee is entitled, upon the execution of a lease, to 5% of all oil produced in addition to 5% of all royalty provided in such lease.

The court below held: (1) The deed of July 5, 1902, is not ambiguous; (2) paragraph nine of said deed entitles defendant to 5% of all oil produced from said lands by any grantee or lessee of appellants; (3) the term “sale” as used in paragraph six includes “lease,” and the purchase price received on sale by lease includes “bonus, delay rentals and royalty”; and (4) in addition to the 5% royalty on all oil produced from said lands, appellee is entitled to 5% of the “purchase price” received by appellants on sale or lease of the “whole of” the oil, and the “purchase price” includes 5% of the bonus, delay rentals, and royalty. The court gave no consideration to any practical construction of the deed between the parties, but stated that if it were obliged to pass upon the question of practical construction it would find in favor of the plaintiff.

In their appeal to this court the appellants urge that the district court erred in holding that the appellee was entitled to receive both 5% of all oil produced and 5% of “the purchase price,” including therein any oil royalty received by appellants upon a sale or lease; that upon a sale or lease the appellee was entitled to receive only 5% of the “purchase price,” and as part of such price 5% of any oil royalty received.

Since the grantor in the 1902 deed conveyed to the grantee all title and interest in the properties save and except 95% of the oil in place and expressly reserved the 95% to the grantor and its successors, under the Texas law the grantor [699]*699and grantee became co-tenants with respect to the oil in place.4 The grantor then owned and appellants, as its assignees, now own an undivided 95% interest in the oil in place; the grantee then owned and ap-pellee, as its assignee, now owns an undivided 5 % interest in the same oil.

By virtue of paragraph six of the deed the appellants in addition to their interest in this co-tenancy have a power to sell “the whole of the oil” (100%). The same paragraph entitles appellee to receive “one-twentieth of the purchase price obtained upon said sale.” In Texas the standard exploration development lease is tantamount to a sale,5 and the “purchase price” for the execution of a lease includes, in addition to any bonus and delay rentals, the agreed royalty.6 As heretofore stated, both parties agree that, if the property were leased by appellants, the appellee would be entitled to 5% of any royalty provided in that lease.

In addition to its 5% share of any royalty provision in any lease of “the whole of the oil,” the appellee construes paragraph nine to entitle it to 5% of all oil produced. Assuming that in a lease conveying “the whole of the oil” the lessee promises to pay the usual Ys royalty, we find that under appellee’s contention paragraph nine would entitle the appellee to 1/20 or 8/160 of all oil produced, and paragraph six would entitle appellee to 1/20 of the Ys, or 1/160, of the reserved royalty. In total the appellee would receive 9/160 of all oil produced. Under such a lease the appellants would receive 11/160 of the oil produced (the % royalty, or 20/160, minus the 9/160 claimed by appellee). As owner of 5% of the oil in place the ap-pellee would receive 9/160 of the oil produced under the lease, and as owner of 95% of the oil in place the appellee would receive only 11/160 of the oil produced under the lease.

The appellee’s construction renders two conflicts in the deed: While paragraph six provides that the purchaser, under a lease executed by the appellants exercising their power of sale, is to obtain the “whole of the oil” upon such conveyance, paragraph nine would give 5% of the “whole of the oil” to the appellee by way of a running covenant. Likewise, paragraph seven’s provision that gives the lessee the same rights and powers with respect to the 5% as he obtains with respect to the 95% conflicts with paragraph nine wherein the lessee would pay to the appellee 5% of all the oil produced after purchasing said 5% interest under paragraph six. Such a construction is wholly inconsistent and contrary to the Texas rule, to-wit:

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Bluebook (online)
153 F.2d 695, 1946 U.S. App. LEXIS 3248, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kountze-v-kirby-lumber-corp-ca5-1946.