Roemer v. Caplis

369 So. 2d 1186
CourtLouisiana Court of Appeal
DecidedMarch 26, 1979
Docket13819
StatusPublished
Cited by19 cases

This text of 369 So. 2d 1186 (Roemer v. Caplis) 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
Roemer v. Caplis, 369 So. 2d 1186 (La. Ct. App. 1979).

Opinion

369 So.2d 1186 (1979)

Charles E. ROEMER, II, Plaintiff-Appellant,
v.
John E. CAPLIS, Jr., et al., Defendants-Appellees.

No. 13819.

Court of Appeal of Louisiana, Second Circuit.

March 26, 1979.

*1187 Mayer, Smith & Roberts by Paul R. Mayer, Shreveport, for plaintiff-appellant.

Bethard & Davis by Henry W. Bethard, III, Coushatta, for defendants-appellees John E. Caplis, Jr., Congregation of the Daughters of the Cross, Beatrice Caplis, Adolphe C. Renaud, Sr., Adolphe C. Renaud, Jr., William A. Renaud, Mrs. Ruth Renaud Gras and Commercial Nat. Bank in Shreveport.

Gordon, Arata, McCollam & Watters by John M. McCollam and Andrew L. Gates, III, New Orleans, for defendants-appellees Alexandrine Caplis Ryan and James J. Ryan, Jr.

*1188 HALL, Judge.

This declaratory judgment action involves the ownership of the minerals below 3100 feet under the Hopewell Plantation, a tract of land containing approximately 640 acres located in Bossier Parish. Plaintiff, Charles E. Roemer, II, is the present owner of the land, on which a producing well was drilled to a depth below 3100 feet in 1972. Defendants are members of the Caplis family, or their successors in title, who formerly owned the land which was conveyed to one member of the family in 1949 pursuant to a partition, and was eventually sold to Roemer in 1959.

Plaintiff's position essentially is that two separate mineral servitudes, one affecting the minerals above 3100 feet and one affecting the minerals below 3100 feet, were created in favor of the Caplis daughters by mineral sales in 1949, at which time the land was conveyed to one Caplis daughter. At that time oil was being produced from above 3100 feet and that production has continued until the present time. There was no drilling or production below 3100 feet until 1972. It is plaintiff's position, therefore, that the servitude affecting the minerals below 3100 feet created in 1949, and another servitude created in favor of his vendor when he bought the property in 1959, have prescribed, and that as landowner, he is the owner of all the minerals below that depth.

Defendants' position essentially is that only one servitude as to all depths was created by the 1949 instruments and that prescription against that servitude has continued to be interrupted by the continued production from above 3100 feet. Defendants contend Roemer owns only the fractional mineral interest he acquired from his vendor in 1959.

The district court, pursuant to written reasons for judgment, rendered judgment for defendants and plaintiff appealed.

I.

The Hopewell Plantation, along with other property, was owned by William A. Caplis and his wife, Hallie Mooty Caplis, as community property. Mrs. Caplis died in 1939, survived by her husband and seven children, two sons and five daughters, namely, John Edmond Caplis, William A. Caplis, Jr., Ruth Caplis, known as Sister Constance, Beatrice Caplis, known as Sister Miriam, Marguerite Caplis Renaud, Hallie Mae Caplis and Mrs. Alexandrine Caplis Ryan. Thus, in 1949, the property was owned in indivision one-half by Mr. Caplis, Sr. and one-fourteenth (1/14) each by the seven children, subject to their father's usufruct of their interest. The land was subject to three oil, gas and mineral leases and there was production of oil or gas from a depth above 3100 feet.

On March 1, 1949, four instruments, all dated January 29, 1949, were simultaneously filed of record, as follows:

(1) An instrument (identified in the record as Roemer-2) entitled "Mineral Deed" by which the father, two sons, and Mrs. Ryan conveyed to the other four daughters all of their right, title and interest in and to the oil, gas, sulphur and other minerals located above 3100 feet from the surface under the Hopewell Plantation containing 692 acres. The grant was made subject to any valid mineral leases affecting the property but included the royalties accruing under the leases. Mr. Caplis, Sr. renounced his usufruct in favor of the vendees. The stated consideration was $1,000 and other valuable consideration. The instrument contained the following recitation:

"The said above described lands being the same property as described in the deeds conveying the said Hopewell Plantation to the said Mrs. Alexandrine Caplis Ryan and to the said Miss Hallie Mae Caplis, said deeds being dated with this act and recorded on or about the same date as this instrument is recorded."

The instrument was signed by all members of the family.

(2) An instrument (identified in the record as Roemer-3) by which the father and two sons conveyed to the five daughters all their right, title and interest in and to the oil, gas, sulphur and other minerals lying *1189 below 3100 feet from the surface under the Hopewell Plantation containing 692 acres. The grant was made subject to any valid mineral leases affecting the land but included royalties accruing under said leases. Mr. Caplis, Sr. renounced his usufruct in favor of the vendees. The recited consideration was $1,000 and other valuable consideration. The instrument contained the same recitation concerning the sales to Mrs. Ryan and Miss Caplis as contained in the instrument identified as Roemer-2. All members of the family signed the instrument.

(3) An instrument (identified in the record as Roemer-4) entitled "Cash Sale" by which the father, two sons and four of the daughters conveyed to Mrs. Alexandrine Caplis Ryan the Hopewell Plantation containing 692 acres, less 52¼ acres being deeded to Hallie Mae Caplis. The deed did not contain language specifically reserving minerals, but did contain the following clause:

"This deed and transfer however is being made subject to all sales of minerals and royalties and rights pertaining thereto made this date by and between the parties hereto; and likewise it is being made subject to any oil and gas and mineral leases effecting said property which may have been heretofore made at any time."

The deed recited a consideration of $1,000 cash and other valuable considerations, "as per partition and agreement of settlement of this date between all parties hereto of the Succession effects and property of the late Mrs. Hallie Mooty Caplis, deceased, wife of said William A. Caplis, Sr., and mother of the remaining parties to this deed; the said William A. Caplis, Sr., joining in this deed and settlement to contribute to equalize and validate said settlement and allegations therein set forth." The instrument was signed by all of the family members.

(4) An instrument (identified in the record as D-10) entitled "Cash Sale" by which the father, two sons and four daughters conveyed to Hallie Mae Caplis a tract containing 52¼ acres out of the Hopewell Plantation. The deed contained the same clause relative to it being made subject to all sales of minerals and oil and gas leases and also contained a similar consideration clause referring to a partition agreement between the parties of the same date. The deed was signed by all of the family members.

By instrument dated November 7, 1955, recorded November 16, 1955, Mrs. Ryan donated the property to her son James Joseph Ryan, Jr. The act of donation recited that the property is subject to all sales of minerals and royalties and rights pertaining thereto and subject to any and all oil and gas and mineral leases affecting said property which may have been made at any time.

By instrument dated December 18, 1959, recorded December 28, 1959, Mrs. Ryan and James Joseph Ryan, Jr. sold the property to Charles E. Roemer, II.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Square Mile Energy, LLC v. Pommier
193 So. 3d 1272 (Louisiana Court of Appeal, 2016)
Square Mile Energy, LLC v. Paul Roy Pommier
Louisiana Court of Appeal, 2016
BRP LLC v. MC Louisiana Minerals LLC
196 So. 3d 37 (Louisiana Court of Appeal, 2016)
Feingerts v. D'Anna (In re D'Anna)
548 B.R. 155 (E.D. Louisiana, 2016)
Horton v. Browne
94 So. 3d 1034 (Louisiana Court of Appeal, 2012)
Sheridan v. Cassel
70 So. 3d 89 (Louisiana Court of Appeal, 2011)
Hayden v. Phillips
646 So. 2d 1014 (Louisiana Court of Appeal, 1994)
Horton v. Mobley
578 So. 2d 977 (Louisiana Court of Appeal, 1991)
Schudmak v. Prince Phillip Partnership
573 So. 2d 547 (Louisiana Court of Appeal, 1991)
Texas Gas Exploration Corp. v. BRIAN INVEST., LTD.
544 So. 2d 67 (Louisiana Court of Appeal, 1989)
Rosewood Resources, Inc. v. Jonesboro State Bank
535 So. 2d 1083 (Louisiana Court of Appeal, 1988)
Hill v. Doctors Park of Minden, Inc.
501 So. 2d 987 (Louisiana Court of Appeal, 1987)
Texaco v. Newton & Rosa Smith Charitable Trust
471 So. 2d 877 (Louisiana Court of Appeal, 1985)
Sandefer & Andress, Inc. v. Pruitt
471 So. 2d 933 (Louisiana Court of Appeal, 1985)
JULIUS GINDI AND SONS INC. v. EJW Enterprises Inc.
438 So. 2d 594 (Louisiana Court of Appeal, 1983)
LeSage v. Ellerbee Builders, Inc.
424 So. 2d 282 (Louisiana Court of Appeal, 1982)
Roberson v. Hollis
403 So. 2d 845 (Louisiana Court of Appeal, 1981)
Judice-Henry-May Agency, Inc. v. Franklin
376 So. 2d 991 (Louisiana Court of Appeal, 1980)
Roemer v. Caplis
371 So. 2d 620 (Supreme Court of Louisiana, 1979)

Cite This Page — Counsel Stack

Bluebook (online)
369 So. 2d 1186, Counsel Stack Legal Research, https://law.counselstack.com/opinion/roemer-v-caplis-lactapp-1979.