Sher, R., Jr. v. Reading Anthracite Co.

Superior Court of Pennsylvania·Decided July 27, 2026·No. 1859 MDA 2024·Published·Dubow

Opinion

J-A07028-26 2026 PA Super 159

ROBERT B. SHER, JR. : IN THE SUPERIOR COURT OF : PENNSYLVANIA Appellant : : : v. : : : READING ANTHRACITE COMPANY : No. 1859 MDA 2024

Appeal from the Order Dated November 27, 2024 In the Court of Common Pleas of Schuylkill County Civil Division at No(s): S-42-2015

ROBERT B. SHER, JR. : IN THE SUPERIOR COURT OF : PENNSYLVANIA : v. : : : READING ANTHRACITE COMPANY : : Appellee : No. 34 MDA 2025

Appeal from the Order Dated November 27, 2024 In the Court of Common Pleas of Schuylkill County Civil Division at No(s): S-42-2015

BEFORE: BOWES, J., DUBOW, J., and NEUMAN, J.

OPINION BY DUBOW, J.: FILED: JULY 27, 2026

Designated Appellant, Robert B. Sher, Jr., representing a class of

cotenants (“Cotenants”), appeals from the November 27, 2024 Order entered

in the Schuylkill County Court of Common Pleas denying post-trial relief in this

litigation involving rents and royalties on coal lands. Appellee, Reading

Anthracite Company (“RAC”), files a cross-appeal. After careful consideration,

we affirm. J-A07028-26

This protracted litigation involves four Schuylkill County tracts of land

which are currently co-owned by Cotenants and RAC (collectively, the “Coal

Tracts”). RAC owns the following undivided interests in the four tracts: 75%

in the Ellmaker Tract and the Lee Lands Tract; approximately 67% in the East

Flowery Field Tract, and 50% in the Sawmill Tract. Trial Ct. Op., 10/10/24,

at 2-3. The class of approximately 50 Cotenants “hold[s] fractional undivided

interests in the land and the subsurface of the Coal Tracts.” Id. at 2.

Beginning in 1961, a predecessor of RAC entered into multi-year leases

with Cotenants or their predecessors to mine the Coal Tracts, with renewal

options. Through the following decades, the parties renewed the leases, with

the interest of the Cotenants represented by trustees. As the leases

approached expiration in 2000, the banks serving as trustees indicated that

they would not continue as trustees.

On February 4, 2000, RAC sent a memorandum to the known interest

holders proposing “to go forward without a written agreement but rather on

the strength of the arrangement set forth in [the memorandum].”

Memorandum, 2/4/2000, at 1 (“2000 Memorandum”). RAC acknowledged its

duty under Pennsylvania law to “fairly account to the co-tenants for the

operations it conducts on the co-owned property.” Id. The 2000

Memorandum provided the following relevant terms:

- For the Wadesville Pit on the Ellmaker and East Flowery Field Tracts, RAC asserted that it would pay a “fair royalty” which it asserted would “continue the status quo in terms of royalty payments” under the most recent lease extension. Id. at 2.

-2- J-A07028-26

- RAC stated that it would pay $1.06 per “net ton of rough clean coal produced[,]” which it claimed was the amount that would have been payable under the then-present agreement. It agreed to “mail checks on a quarterly basis.” Id.

- RAC next asserted that beginning with the March 2000 real estate tax bills, “each owner of a fractional interest would be responsible for his or her own portion of the real estate taxes on the property.” Id. RAC also indicated that the co-owners should obtain their own insurance. Id.

In March 2000, an attorney representing Sher wrote RAC reserving his

rights but did not take any other action for 15 years, during which time RAC

“intermittently paid royalties to Sher and many other members of the putative

class[.]” Trial Ct. Op. at 4, 28. Other cotenants also contacted RAC objecting

to aspects of the 2000 Memorandum but “none objected to the royalties they

received.” Id. at 29.

In 2012, RAC began receiving royalties from Pottsville Materials, LLC,

related to its operation of a quarry and asphalt plant on the Lee Lands Tract.

Despite receiving over $1 million from Pottsville Materials during the relevant

time, RAC did not distribute the revenue to the Cotenants, which the court

subsequently calculated would have resulted in royalties to the Cotenants

totaling $28,000.00 annually.1

In January 2015, Sher, as representative of a putative class of

Cotenants, filed the instant action asserting, inter alia, claims of breach of

fiduciary duty based on RAC’s failure to pay Cotenants their fair share of the

____________________________________________

1 RAC failed to disclose these royalties until March 2020. The court granted Cotenants’ request for counsel fees related, inter alia, to the time “required to remedy these deficiencies.” Trial Ct. Op. at 33-35.

-3- J-A07028-26

rental value and proceeds from the Coal Tracts. The Cotenants also sought

an accounting to obtain their “proportionate share of the rental value of the

Coal Tracts and the proceeds earned by RAC . . . from its use of the Coal

Tracts[.]” Amended Complaint - Class Action, 3/27/15, ¶¶ 97-102.

Sher filed for class-certification in September 2019, which the court

ultimately granted in November 2020. The court then found the six-year

statute of limitations applicable to accounting claims and ordered RAC to

“account for royalties, rent, and proceeds derived from the [C]oal [T]racts

from six years prior to the filing of the instant class action on January 9, 2015.”

Trial Ct. Op. at 5-6.

A bench trial occurred in two segments: February 6-9, 2023, and May

1-3, 2023, after which Cotenants sought to amend the complaint to add a

claim of unjust enrichment.2

On October 10, 2024, the court entered an order and opinion. First, the

court denied Cotenants’ reassertion of their motion to add an unjust

enrichment claim, noting that a prior judge had found Cotenants’ prior unjust

enrichment claim to be “legally insufficient” on August 12, 2015. Trial Ct. Op.

at 7.

After acknowledging that “the law is clear that RAC as a co-tenant has

the right to mine the minerals and pay the proportionate share of the royalty

to the minority cotenants,” the court engaged in extensive fact-finding ____________________________________________

2 Cotenants previously sought to amend their complaint to add a claim of unjust enrichment, which the court denied on August 12, 2015.

-4- J-A07028-26

regarding the royalties, specifically addressing the parties’ experts and their

experience related to anthracite coal valuations as well as the issues specific

to the Wadesville Pit mine. Id. at 13, 14-29. The court found RAC’s expert

more credible than Cotenants’ expert and concluded that RAC’s royalty rates

from 2009-2023 were “fair and reasonable” but made certain adjustments

that resulted in $27,886.00 in additional royalties for Cotenants. Trial Ct.

Order and Verdict, 10/10/24, at ¶¶ 2, 4. In addition, the court permitted RAC

“to deduct 15% from the estimated raw coal tonnage delivered from the

Wadesville mine for debris removed to establish rough clean coal tonnage.”

Id. at ¶ 5. The court also allowed RAC to impose a 10% administrative fee

on “royalty payments and/or revenues” received “from Pottsville Materials,

Famous Reading Outdoors and any new sources of revenue arising from the

Coal Tract Leases[.]” Id. at ¶ 6.

The court imposed on RAC, however, responsibility for the real estate

taxes and insurance premiums on land which RAC is “actually mining or

intends to mine in the future[,]” with the taxes and insurance related to other

properties to be “shared in their proportionate ownership interests.” Id. at

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