Samson Exploration, LLC v. T. W. Moak and Moak Mortgage and Investment Co.

CourtCourt of Appeals of Texas
DecidedJanuary 16, 2020
Docket09-18-00463-CV
StatusPublished

This text of Samson Exploration, LLC v. T. W. Moak and Moak Mortgage and Investment Co. (Samson Exploration, LLC v. T. W. Moak and Moak Mortgage and Investment Co.) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Samson Exploration, LLC v. T. W. Moak and Moak Mortgage and Investment Co., (Tex. Ct. App. 2020).

Opinion

In The

Court of Appeals

Ninth District of Texas at Beaumont

__________________

NO. 09-18-00463-CV __________________

SAMSON EXPLORATION, LLC, Appellant/Cross-Appellee

V.

T.W. MOAK AND MOAK MORTGAGE AND INVESTMENT CO., Appellees/Cross-Appellants __________________________________________________________________

On Appeal from the 136th District Court Jefferson County, Texas Trial Cause No. D-195,106 __________________________________________________________________

MEMORANDUM OPINION

This is an oil and gas case involving a dispute over whether land associated

with mineral interests that were leased and included in a pooled unit remained in the

unit after the leases were terminated via foreclosure. The appellant/cross-appellee,

Samson Exploration, LLC (“Samson”) appeals the trial court’s final judgment

awarding equitable damages to the appellees/cross-appellants, T.W. Moak and Moak

Mortgage and Investment Co. (“Moak”). Samson asserts that the trial court 1 misapplied oil and gas law and ruled in favor of Moak, although Moak held neither

a leasehold interest nor a reversionary interest that warranted a share of production

in the pooled unit. Samson further argues that it did not have a duty to afford Moak,

an unleased co-tenant, the opportunity to ratify prior leases that were terminated via

foreclosure. Samson asks this Court to reverse the trial court’s judgment and render

a judgment that Moak take nothing against Samson.

According to Moak, the trial court correctly determined that it has an interest

in the pooled unit but misconstrued the nature of its interest as a royalty interest

rather than a working interest. Moak argues that because it has a working interest in

the Amelia Gas Unit (“the Unit”), the trial court erred in granting summary judgment

in favor of Samson, Bold Minerals II, LLC (“Bold Minerals”), and Etoco, L.P., 1 on

its claim for an accounting, and erred in assessing equitable damages based on a

calculation of accrued royalties. Moak asks this Court to reverse the trial court’s

summary judgment in favor of Samson and Bold on its accounting claim, reverse the

trial court’s final judgment that Moak take nothing as to Bold and reverse the trial

court’s award of equitable damages against Samson, and render a judgment for

damages in the amount of $171,658.39 against Samson and Bold. In the alternative,

1 We will collectively refer to Bold Minerals II, LLC and ETOCO, L.P. as Bold. 2 Moak asks this Court to affirm the trial court’s award of equitable damages. Bold

filed a brief arguing that Moak does not own a working interest in the Unit and that

Moak has no evidence of damages caused by Bold. Bold asks this Court to affirm

that portion of the trial court’s judgment that Moak take nothing against Bold.

We affirm the trial court’s summary judgment in favor of Samson and Bold

on Moak’s accounting claim. We reverse the trial court’s final judgment awarding

equitable damages against Samson and render judgment that Moak take nothing as

to Samson. We affirm the trial court’s final judgment that Moak take nothing against

Bold.

PROCEDURAL BACKGROUND

Moak filed suit against Samson, Lucas Petroleum Group, Inc. (“Lucas”), and

Bold2, alleging to be record owners of undivided mineral and leasehold interests in

real property that entitled Moak “to participate in production of oil, gas, and other

minerals therefrom or from lands pooled therewith, or proceeds from the sale

thereof.” Moak alleged that Defendants purport to own undivided mineral interests

with Moak in the real property at issue, together with additional property pooled

therewith, and that Defendants operated a pooled unit that includes the real property

2 We will collectively refer to Samson Exploration, LLC, Lucas Petroleum Group. Inc., ETOCO, T.L.P., and Bold Minerals II, LLC as Defendants. 3 in which Moak is a record owner, but have failed to account to Moak for production

attributable to its share of the undivided mineral interests. Moak asserted claims for

an accounting, conversion, unjust enrichment, negligence, and to quiet title.

The parties in the case agreed to the stipulations that are summarized below:

• In February 2012, Samson, Bold Minerals, and Lucas created the Unit

by executing and recording a Unit Designation that pooled and

combined certain leases and certain lands for the production, storage,

processing, and marketing of gas and all hydrocarbons and gaseous

substances.

• Bold Minerals assigned ETOCO an interest in the leases subject to the

Unit Designation.

• Moak is not a party to any Operating Agreements which govern oil and

gas operations within the Unit and which designate Samson as the

operator of the Unit.

• Samson drilled and completed two wells in the Unit.

• Moak filed suit against the Defendants alleging causes of action arising

out of Samson’s failure, as operator, to share with Moak any revenue,

royalties, and production from the Unit’s oil and gas production with

respect to six tracts of land, Property A, Property B, Property C,

4 Property D, Property E, and Property F, which are collectively referred

to as the Subject Properties.

• At the time the Unit was created, Moak did not own any property

interest in the Subject Properties or within the boundaries of the Unit.

• In 2010, the property owner of Property A (“Porter”), leased all of her

fifty percent mineral interest in the property (the “Porter Interest”) to

Bold Minerals pursuant to a certain Oil, Gas, and Mineral Lease (the

“Porter Lease”) and at the time the lease was executed, the Porter

Interest was subject to a deed of trust that was never subordinated to the

Porter Lease which did not allow Porter to in any way commit or bind

the mortgagee. The Porter Lease and land were included in the Unit.

The Porter Interest was foreclosed on pursuant to the deed of trust,

thereby terminating the Porter Lease, and was eventually acquired by

Moak pursuant to a Substitute Trustee’s Deed in 2012.

• In 2010, the property owner of Property B (“Keys”), leased all of her

fifty percent mineral interest in the property (the “Keys Interest”) to

Bold Minerals pursuant to a certain Oil, Gas, and Mineral Lease (the

“Keys Lease”) and at the time the lease was executed, the Keys Interest

was subject to a deed of trust that was never subordinated to the Keys

5 Lease which did not allow Keys to in any way commit or bind the

mortgagee. The Keys Lease and land were included in the Unit. The

Keys Interest was foreclosed on pursuant to the deed of trust, thereby

terminating the Keys Lease, and was eventually acquired by Moak

pursuant to a Special Warranty Deed in 2012.

• In 2010, the property owner of Property C (“Jones”), leased all of her

fifty percent mineral interest in the property (the “Jones Interest”) to

Bold Minerals pursuant to a certain Oil, Gas, and Mineral Lease (the

“Jones Lease”) and at the time the lease was executed, the Jones Interest

was subject to a deed of trust that was never subordinated to the Jones

Lease which did not allow Jones to in any way commit or bind the

mortgagee. The Jones Lease and land were included in the Unit. The

Jones Interest was foreclosed on pursuant to the deed of trust, thereby

terminating the Jones Lease. The interest in Property C was acquired

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