Richard C. Lerblance and Chieftain Royalty Company, on behalf of themselves and all others similarly situated v. Calyx Energy III, LLC

District Court, E.D. Oklahoma·Decided July 27, 2026·No. 6:23-cv-00047·Unknown

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF OKLAHOMA

RICHARD C. LERBLANCE and CHIEFTAIN ROYALTY COMPANY, on behalf of themselves and all others similarly situated, Plaintiffs, Case No. CIV-23-47-JFH-GLJ v. CALYX ENERGY III, LLC, Defendant.

ORDER This matter comes before the Court on Plaintiffs’ Motion to (1) Exclude Testimony of Defendant’s Lawyer/Expert, Kris L. Terry; and (2) Strike the Terry Rebuttal [Docket Nos. 126, 129]. The Court has referred this case to the undersigned Magistrate Judge for all proceedings in accordance with 28 U.S.C. § 636. See Docket No. 28. As set forth below, the undersigned Magistrate Judge finds that the motion should be DENIED. I. PROCEDURAL HISTORY Plaintiffs Richard Lerblance, on behalf of himself and all others similarly situated, and Chieftain Royalty Company filed this case on February 6, 2023, see Docket Nos. 1-2, then filed an Amended Complaint on October 13, 2023, see Docket No. 47. On September 13, 2025, Plaintiffs filed Plaintiffs’ Motion for Class Certification and Opening Brief in Support Thereof [Docket No. 115], which sets out causes of action for breach of express covenants and the implied duty to market in each relevant oil and gas lease, unjust enrichment, and fraud, from May 1, 2015, to present. [Docket No. 115, pp. 25-40]. Defendant’s response to Plaintiffs’ Motion for Class Certification relies, in part, on expert

testimony and reports from Kris L. Terry. Plaintiffs move to exclude Terry’s opinions, as well as exclude and/or strike her rebuttal report entirely [Docket No. 129]. The undersigned Magistrate Judge set the Plaintiff’s Motion to Exclude, Motion for Class Certification, and Defendant’s Motion for Protective Order [Docket Nos. 115, 126, 129, & 152] for evidentiary hearing, which was ultimately held on February 11-12, 2026 [Docket Nos. 165-168]. Following the evidentiary hearing, including arguments as to Plaintiffs’

Motion to Exclude, the undersigned Magistrate Judge took all matters under advisement. II. Legal Standard The trial court acts as a “gatekeeper” of proffered expert testimony by reviewing expert testimony for relevance pursuant to Fed. R. Evid. 401 and reliability pursuant to Fed. R. Evid. 702. See Daubert v. Merrell Dow Pharmaceuticals, Inc., 509 U.S. 579, 589-

595 (1993); see also United States v. Nacchio, 555 F.3d 1234, 1241 (10th Cir. 2009) (“[T]he district court must satisfy itself that the proposed expert testimony is both reliable and relevant, in that it will assist the trier of fact, before permitting a jury to assess such testimony”) (quotation omitted). In performing its gatekeeping role, the Court is mindful of the fact that “[a] key but sometimes forgotten principle of Rule 702 and Daubert is that

Rule 702, both before and after Daubert, was intended to relax traditional barriers to admission of expert opinion testimony.” Cook v. Rockwell Int’l Corp., 580 F. Supp. 2d 1071, 1082-1083 (D. Colo. 2006); see also Daubert, 509 U.S. at 588 (noting that Rule 702 represents part of the “liberal thrust” of the Federal Rules of Evidence); United States v. Gomez, 67 F.3d 1515, 1526 (10th Cir. 1995) (the court should liberally admit expert testimony and has broad discretion in deciding whether to admit or exclude expert

testimony); Fed. R. Evid. 702 advisory comm. notes (2000) (exclusion of expert testimony under Fed. R. Evid. 702 “is the exception rather than the rule.”). Federal Rule of Evidence 702 governs the admissibility of expert testimony. Rule 702 provides that a witness who is qualified as an expert by “knowledge, skill, experience, training, or education” may testify if:

(a) the expert’s scientific, technical, or other specialized knowledge will help the trier of fact to understand the evidence or to determine a fact in issue; (b) the testimony is based on sufficient facts or data; (c) the testimony is the product of reliable principles and methods; and (d) the expert has reliably applied the principles and methods to the facts of the case.

Fed. R. Evid. 702. The proponent of a challenged expert must demonstrate by a preponderance of the evidence that the expert’s testimony and opinion is admissible. Nacchio, 555 F.3d at 1241; Fed. R. Evid. 702 advisory comm. notes (2000). In determining whether expert testimony is admissible, the Court generally employs a two-step analysis. First, the court determines whether the experts are qualified by “‘knowledge, skill, experience, training, or education’” to render an opinion. See Roe v. FCA US LLC, 42 F.4th 1175, 1180 (10th Cir. 2022) (quoting Fed. R. Evid. 702). Second, if the experts are qualified, the Court determines whether their opinions are “reliable” under the principles set forth under Daubert, 509 U.S. 579, and Kumho Tire Co., Ltd. v. Carmichael, 526 U.S. 137 (1999). Id. Moreover, the requirement that testimony must be reliable does not mean that the party offering such testimony must prove “that the expert is indisputably correct.” Bitler v. A.O. Smith Corp., 400 F.3d 1227, 1233 (10th Cir. 2004) (quoting Mitchell v. Gencorp Inc., 165 F.3d 778, 781 (10th Cir. 1999)). Rather, the party need only prove that “the method employed by the expert in reaching the conclusion is

scientifically sound and that the opinion is based on facts which sufficiently satisfy Rule 702’s reliability requirements.” Id. (quoting Mitchell, 165 F.3d at 781). However, “nothing in either Daubert or the Federal Rules of Evidence requires a district court to admit opinion evidence that is connected to existing data only by the ipse dixit of the expert. A court may conclude that there is simply too great an analytical gap between the data and the opinion proffered.” Roe, 42 F.4th at 1181 (quoting General Elec. Co. v. Joiner, 522

U.S. 136, 146 (1997)). While an expert may not espouse legal conclusions, under Fed. R. Evid. 704(a), “an opinion is not objectionable just because it embraces an ultimate issue.” See also Phillips v.

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Richard C. Lerblance and Chieftain Royalty Company, on behalf of themselves and all others similarly situated v. Calyx Energy III, LLC, (E.D. Okla. 2026).

Richard C. Lerblance and Chieftain Royalty Company, on behalf of themselves and all others similarly situated v. Calyx Energy III, LLC (Richard C. Lerblance and Chieftain Royalty Company, on behalf of themselves and all others similarly situated v. Calyx Energy III, LLC) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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