Reily v. State

864 So. 2d 223, 2003 WL 22956463
CourtLouisiana Court of Appeal
DecidedDecember 17, 2003
DocketNo. 03-580
StatusPublished
Cited by1 cases

This text of 864 So. 2d 223 (Reily v. State) 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
Reily v. State, 864 So. 2d 223, 2003 WL 22956463 (La. Ct. App. 2003).

Opinion

h COOKS, Judge.

This case involves a donation of approximately 15,000 acres of land to the State of Louisiana in 1911. The heirs of the original donees appeal the trial court’s 'judgment finding they failed to prove seismic activity authorized under the auspices of the State was sufficient to vitiate the donation and revert the property to the heirs. The State also appeals the trial court’s judgment contending it improperly issued an advisory opinion prohibiting the State from ever engaging in mineral operations on the land.

FACTS AND PROCEDURAL HISTORY

On November 4, 1911, by authentic notarial act, Charles Willis Ward and Edward Avery ' Mcllhenny transferred ■ and donated ■ approximately 15,000 acres of property in Vermilion Parish to the State of ■ Louisiana, Department of Wildlife & Fisheries. ■ The stated purpose of the donation was for the establishment of a wildlife preserve, now known as the State Wildlife Refuge.

This particular dispute is the continuation of ongoing litigation that began in 1958, when the Ward-Mcllhenny Heirs (hereafter the Heirs) instituted suit against the State seeking a declaratory judgment that the State failed to comply with the conditions contained in the act of donation, and as such, title to the land was never conveyed to the State. ' This was based on the Heirs’ contention that the instrument in question was not an act of donation, but merely a “commitment to convey the land described therein to the State of Louisiana at some future -time when the conditions enumerated therein had been complied with.” The suit Was dismissed without reaching the merits of the request for declaratory judgment because the Heirs failed to name an indispensable party, the State of Louisiana, as a defendant. Ward v. La. Wild Life and Fisheries Comm’n, 224 F.Supp. 252 (E.D.La.1963).

Un 1970, the State filed a possessory action against the Heirs and certain corporations who claimed mineral interests in the property through mineral leases granted by the Heirs. The Heirs converted the matter into a petitory action by claiming ownership of the property. They also claimed ownership of the mineral rights by virtue of a mineral reservation included in the donation. The Heirs contended the donation did not transfer ownership of the property and/or that they were entitled to a rescission of the donation as a result of the State’s failure to comply with certain conditions in the act of donation.

[226]*226The district court entered judgment in favor of the State, finding there was a donation, that the State had substantially complied with the conditions in the act of donation and that the State was the lawful owner of the property and the accompanying mineral interests. The judgment did recognize the Heirs had a reversionary interest in the property and in the future they could sue to enforce this right in the event the State failed to comply with the conditions set forth in the donation. This court affirmed the district court’s judgment, finding the record showed “adequate compliance with the conditions,” and the supreme court denied writs. See State v. Ward, 314 So.2d 383 (La.App. 3 Cir.1975), writ denied, 319 So.2d 440 (La.1975).

The present lawsuit was instituted by the Heirs on April 30, 1981. They claimed a “massive geological exploration” conducted by the State breached certain conditions in the donation, particularly the condition prohibiting the use of the land for “any other purposes other than a refuge or reserve for wildlife.”1 The Heirs argued the violation of the conditions resulted in a rescission of the donation and a|3reversion of the property together with its mineral rights to them. The Heirs alternatively pled, even if it is determined the State did not violate the conditions of the donation, the 1911 donation created an imprescripta-ble mineral servitude in their favor.

The State reconvened for a declaratory judgment to determine whether or not the donation prohibits mineral exploration or production of minerals on the property. The State also filed a motion for partial summary judgment, seeking a dismissal of the Heirs’ claim that the donation created an imprescriptable mineral servitude in their favor.

In response to the State’s reconventional demand, the Heirs filed exceptions of res judicata, no right of action, and no cause of action. They also filed their own motion for partial summary judgment, alleging there was no issue of material fact as to the existence of an imprescriptable mineral servitude created by the donation.

The district court rendered judgment granting the State’s motion for partial summary judgment and denying the Heirs’ motion for partial summary judgment. The district court also overruled the Heirs’ exceptions to the State’s reconventional demand. The Heirs appealed the judgment.

In Reilly v. State of Louisiana, 533 So.2d 1341 (La.App. 3 Cir.1988), unit denied, 536 So.2d 1219 (La.1989), this court noted that, because a trial on the merits was not held, its review was limited to an examination of the district court’s rulings on the various exceptions and motions for partial summary judgment. In affirming the grant of the State’s motion for partial summary judgment, this court noted “the mineral servitude reserved in the act of donation was extinguished in 1921 by liber-ative prescription resulting from nonuse of ten years.” Id, at 1346. We also noted that there was a final, definitive judgment on this issue rendered in this court’s 1¿opinion in State v. Ward, 314 So.2d 383.

Following rendition of a final judgment recognizing the State’s ownership of the mineral rights and the State’s substantial compliance with the conditions of the donation, the only remaining issue in the pending case was whether the State’s geological exploration in the mid-1970’s caused the [227]*227donation to be revoked and revert the property-back to the heirs. On April 24, 2002, the State filed a motion for summary judgment requesting the Heirs’ suit on this issue be dismissed. Both parties filed memoranda on the motion. On November 27, 2002, the Heirs filed their own motion for summary judgment. The State filed a supplemental memorandum in support of its summary judgment motion clarifying the relief it was seeking:

In the prayer of the motion, the state prays that “plaintiffs’ suit should be. dismissed, with prejudice, at plaintiffs’ cost.” Thus, as plaintiffs’ case involves only past conduct on the State Wildlife refuge, specifically the seismic exploration in 1975 and 1976, the only issue presented by the Motion for Summary Judgment is whether such seismic activity requires the revocation of the Act of Donation and the return of the State Wildlife Refuge to the heirs of the donors. The State is not seeking adjudication of its reconventional demand at this time.

After a hearing on the motions, the trial court granted the State’s motion for summary judgment, finding the “court was not presented with sufficient [evidence] that the past seismic activity conducted ...

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Bluebook (online)
864 So. 2d 223, 2003 WL 22956463, Counsel Stack Legal Research, https://law.counselstack.com/opinion/reily-v-state-lactapp-2003.