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.

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.

- 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.

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.

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 ¶ 7. The court found that RAC had improperly deducted $105,068.43 for real estate taxes from the 2009-2021 royalty payments paid to Cotenants. Id.

Finally, the court ordered RAC to pay prejudgment interest of $7,976.07 on the royalty and the real estate tax adjustments and $52,969.00 in attorney fees. Id. at ¶¶ 8, 13. The court also required RAC to provide each class

member with an annual accounting and permitted Sher, as the lead class member, to inspect the properties. Id. at ¶ 9-12.

Both parties filed motions for post-trial relief, raising issues which include those raised on appeal. On November 27, 2024, the court denied both motions and entered final judgment on the October 10, 2024 verdict.

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Sher, R., Jr. v. Reading Anthracite Co., (Pa. Ct. App. 2026).

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