Lacassane Co. v. Jardin Minerals Co.

847 So. 2d 704, 160 Oil & Gas Rep. 1056, 2003 La. App. LEXIS 1618, 2003 WL 21229567
CourtLouisiana Court of Appeal
DecidedMay 28, 2003
DocketNo. 02-1491
StatusPublished
Cited by2 cases

This text of 847 So. 2d 704 (Lacassane Co. v. Jardin Minerals Co.) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lacassane Co. v. Jardin Minerals Co., 847 So. 2d 704, 160 Oil & Gas Rep. 1056, 2003 La. App. LEXIS 1618, 2003 WL 21229567 (La. Ct. App. 2003).

Opinion

|, AMY, Judge.

These consolidated matters concern a partition by licitation of mineral interests owned by the parties. The Bel Mineral case presents the question of whether the parties hold interests in common giving rise to the right of partition. On consideration of a motion for partial summary judgment, the trial court concluded that interests are held in common, namely the right to explore for, develop and reduce to possession and ownership the minerals in and under the parties’ ancestral property. The trial court found this common interest rendered partition by licitation appropriate. The plaintiffs’ authority to proceed with the partition was confirmed. In the Lacassane case, the trial court considered the question of whether a conveyance of executive interests by a co-owner of the single servitude at issue in that case would survive a partition of the servitude. The trial court concluded that the interests would not survive, unless the servitude was purchased at the partition by the owner of the servitude at the time the executive interests were created. The defendants appeal the ruling in each matter.

Factual and Procedural Background

The parties in these consolidated actions are descendants of John Albert Bel and Della Moeling Goos Bel, who according to stipulations entered in this matter “acquired significant timberlands and commercial properties in Southwest Louisiana in the latter part of the 19th Century and the first part of the 20th Century.” One of the Bels’ daughters, Katherine Bel Gard-iner Hanszen, acquired a separate piece of property in Cameron Parish in 1929, which is relevant in the companion case to this consolidated matter. Partition by licitation is at issue in each case. We first set forth the factual background of the two matters.1

\?Bel Mineral, LLC, et al. v. Baal Land Corporation, et al.

The Bel Mineral matter involves the property acquired by the parties’ ancestors, John and Della Bel.2 The significant [706]*706acreage acquired by the Bels was left in ordinary, undivided ownership to the couple’s descendants. Through the years the family members formed trusts/corporations for the management of their respective shares of the property, some creating trusts/corporations for the separate management of the surface and mineral interests.

In 1998, the descendants sold the surface rights to a large tract of the family property to Griffin Logging. The mineral rights, however, were retained. The sale and reservation were completed through a number of documents. The plaintiffs, who hold the majority interest (referred to as an eight-ninths interest) in the servitudes at issue, formed Bel Mineral, LLC in order to manage the mineral rights. The limited liability company was formed through contributions of the family members. The other descendant, Katherine Brewer, who holds the remaining interest (referred to as a one-ninth interest), did not join Bel Mineral. Although Mrs. Brewer’s interest in the ^surface rights was transferred to Griffin Logging,3 she transferred her interest in the minerals to Baal Minerals, Inc. In 1999. Mrs. Brewer formed Bruiere Minerals Company, transferring to it the executive and royalty rights on the mineral servitude held by Baal Minerals.

The parties to this partition action disagree over the legal classification of the mineral interests resulting from the various transfers described in the title stipulations. Also, throughout the title stipulations there are recapitulations and charts showing each party's interest, both surface and minerals, in the properties that are subject to this partition suit. Although the parties agree that those recapitulations and charts accurately show each party’s aggregate ownership, both surface and mineral, in the properties, the parties do not agree as to the legal effect of each party’s ownership. In particular, the parties do not agree whether the parties’ ownership of mineral rights constitute a "common ownership” of a "thing” within the meaning of those phrases in the Louisiana Civil Code or the Louisiana Mineral Code. The parties reserve the right to argue the legal classification of the mineral interests described in the title stipulations and the legal effect of each party's ownership of those mineral interests.

The plaintiffs filed a Petition for Partition by Licitation on February 4, 2000, alleging that Bel Mineral owns an undivided majority interest in the minerals, mineral rights, and mineral servitudes affecting the immovable property, which is scattered over several parishes. Baal Minerals, Bruiere Minerals, Katherine Brewer, and her husband, Ronald Brewer (collectively referred to as the Brewers) were named as defendants. The plaintiffs asserted that Bel Mineral and the Brewers, through various entities, own an undivided interest in the minerals, mineral rights, and mineral servitudes affecting that property. The plaintiffs sought partition by licitation due to a failure to agree on the joint management of the property. The plaintiffs asserted that the descendants share a joint right to explore for and develop the minerals underneath the ancestral property.

The Brewers contested the right to seek partition, asserting that the parties do not hold interests in common and, accordingly, there is no entitlement to partition. The Brewers asserted no interest is held in common, as various servitudes on the property resulted from the family mem[707]*707bers’ separate contributions to Bel Mineral during its creation and the fact that the sale to Griffin Logging was completed through various, and not identical, deeds. They also point out that the servitudes are on noncontiguous tracts of land.4

|4The trial court granted the motion for partial summary judgment, concluding that the parties do not own undivided shares in a single servitude, but, instead, own many separate servitudes with varying origination dates and features. However, the trial court found that all of the interests held in these various servitudes are based on a commonly held right to explore for, develop, and reduce to possession the minerals of the property in its entirety. Therefore, the trial court granted the summary judgment, confirming “Bel Mineral’s authority to partition the right to explore for, develop and reduce to possession and ownership the minerals in, on and under the Bel Estate properties .... ”

Lacassane Co. v. Jardin Minerals

The companion matter involves a tract of land in Cameron Parish acquired in 1929 by Katherine Bel Gardiner Hanszen, a child of John and Della Bel. This property was sold to the Southwest Louisiana Farm Mortgage Company, at which time Mrs. Hanszen reserved an undivided one-half interest in the minerals and mineral rights.5 This servitude for the one-half interest has been known for purposes of this [ .^litigation as the Gardiner Servitude. Southwest Louisiana Farm Mortgage conveyed the property to Lacassane Company, Inc. The property was then conveyed to the United States of America,6 with Lacassane Company reserving the remaining one-half of the minerals and mineral rights.7 This second servitude has been [708]*708known for purposes of this litigation as the Lacassane Servitude.

The Gardiner Servitude is what is at issue for purposes of this case. Through inheritance, Mrs.

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Related

Succession of Crute v. Crute
226 So. 3d 1161 (Louisiana Court of Appeal, 2017)
Bel Mineral LLC v. Baal Land Corp.
847 So. 2d 716 (Louisiana Court of Appeal, 2003)

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Bluebook (online)
847 So. 2d 704, 160 Oil & Gas Rep. 1056, 2003 La. App. LEXIS 1618, 2003 WL 21229567, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lacassane-co-v-jardin-minerals-co-lactapp-2003.