Steele v. Denning

456 So. 2d 992
Supreme Court of Louisiana·Decided September 20, 1984·No. 84-C-0576·Published·Cited by 16 cases

Opinion

456 So.2d 992 (1984)

James C. STEELE, III and Gloria Dyke Steele
v.
Eloise S. DENNING, et al.

No. 84-C-0576.

Supreme Court of Louisiana.

September 20, 1984.

*994 Harvey Perry, Monroe, for plaintiffs-applicants.

Daniel T. Murchison, Raymond Arthur, Watson, Murchison, Crews, Arthur & Corkern, Natchitoches, R. Wayne Smith, Ruston, for defendants-respondents.

CALOGERO, Justice.

The legal issue presented for our consideration in this case concerns whether a person who owns an undivided interest in land, without the attendant mineral rights (because the land is subject to a mineral servitude), has a right to petition for the partition by licitation of all of the land and the mineral rights.

The facts involved in this case are not in dispute, and are essentially as follows. Two tracts of land in Lincoln parish are involved. At one time, the two tracts were owned by a single owner, but through inheritance and various transfers, they are now held in indivision in various percentages by 27 co-owners. Plaintiffs James C. Steele and his wife Gloria Steele obtained their (approximate) 1/5th interest in each of the two tracts of land without the attendant mineral rights, those mineral rights having been reserved to the vendor, Sherwood I. Burgdorf, when he sold his undivided 1/5 interest in the property to the plaintiff Steeles' ancestors in title in 1978. Thus, plaintiffs own no mineral interests in the property. The property is burdened only by this mineral servitude in favor of Burgdorf. All of the remaining co-owners of the other undivided interests in the property (defendants Denning, et al) own the mineral rights attendant to their respective interests in the land.

The entire property is burdened by a mineral lease in favor of Getty Oil Company, derived from all of the co-owners. The property is under production, with the mineral lessors receiving royalties.

Plaintiffs filed this lawsuit seeking a partition by licitation of the entire two tracts of land and the mineral rights.[1] Named as defendants were Burgdorf (owner of a mineral servitude on plaintiffs' property interest) *995 and Denning, et al (all the other co-owners of interests in the property).[2]

All defendants filed "Exceptions of No Cause or Right of Action." They argued that since plaintiffs own no interests in the minerals whatsoever, owning nothing in common with the mineral right owners, they have no right or cause of action to force the sale of the mineral rights by a partition by licitation.

The trial court overruled defendants' "Exceptions of No Right or Cause of Action." The case was tried on the merits and there was a judgment ordering a partition by licitation of the land and the mineral rights.[3]

All defendants appealed, contending that the trial court erred in overruling their exceptions of no cause and no right of action, for the reason that the plaintiffs, owning no interest in the minerals, have no right to provoke the partition of the mineral rights.

The Court of Appeal found merit in defendants' arguments and reversed the trial court judgment insofar as the court ordered partition included sale of the mineral rights to the property. The court reasoned, by analogy to the Civil Code articles on the partitioning of property subject to a usufruct, and the jurisprudence relative thereto, that plaintiffs held nothing in common with Burgdorf, who owned only a mineral servitude, nor any common interest with the other defendants in regard to the minerals. Absent common ownership of the thing (here the mineral rights), plaintiffs had no right to provoke the partition by licitation of the thing (the minerals). Steele v. Denning, 445 So.2d 94 (La.App. 2d Cir.1984).[4]

Plaintiffs applied to this Court for writs, arguing that the Court of Appeal erred by basing its decision on Civil Code articles and related jurisprudence, rather than looking to the Mineral Code. Plaintiffs contend the Mineral Code is clear and favors their position. Their argument persuaded us to grant writs. Steele v. Denning, 448 So.2d 109 (La.1984). However, after considering the briefs, oral arguments, the record and the applicable statutes, we find that the Court of Appeal was correct in its judgment.

As stated above, the only question presented for our consideration is whether a party, owning only an interest in indivision in land, and no interest in the mineral rights thereto, may provoke a partition by licitation of the mineral rights along with the land. Since this question concerns mineral interests, we turn first to the Mineral Code for guidance, as Article 2 of the Mineral Code provides:

The provisions of this Code are supplementary to those of the Louisiana Civil Code and are applicable specifically to the subject matter of mineral law. In the event of conflict between the provisions of this Code and those of the Civil Code or other laws the provisions of this Code shall prevail. If this Code does not expressly or impliedly provide for a particular situation, the Civil Code or other laws are applicable.

The articles applicable to the issue before us are found in Part 3 of the Mineral Code, entitled "Partition of Land and Its *996 Effect on Mineral Rights," and encompass ten articles, Nos. 178-187.[5] None of those articles, however, address the question of who has the right to initiate a partition action where land is burdened by a mineral right. Rather, the articles of the Mineral Code on partitioning land burdened by a mineral right address only the procedure which is to be followed, "[i]f land burdened by a mineral right ... is judicially partitioned." La.R.S. 31:178. The Mineral Code makes no reference to when or by whom a judicial partition may be sought. It presupposes the right to partition, as provided in the Civil Code, and only specifies the procedures to be employed in effecting the partition (i.e., "[i]f the owner of a mineral right or interest therein is made a party to an action for partition of the land subject to his right ...." La.R.S. 31:180).

The history of these Mineral Code provisions supports this view. As noted by the Comment to Mineral Code Article 179, "... Articles 179-187 are an integrated set of provisions redrafting Article 741 of the Civil Code...."[6] These Mineral Code articles on partitioning land burdened by a mineral right were taken from (and meant to replace) a Civil Code article which comprised *997 only a part of the entire codal scheme on partition. Former Article 741 of the Civil Code dealt with the procedures to be employed in effecting a partition, and did not deal with who had the right to bring the partition action. See 24 Tul.L.Rev. 288. Who may bring an action for partition was governed by other Civil Code provisions, particularly La.C.C. art. 1289. (Quoted infra at page 9.)

In accord with the above view, Mr. John M. McCollam, Assistant Professor of Law at Tulane University, who wrote the "Primer for the Practice of Mineral Law under the New Louisiana Mineral Code," 50 Tul. L.Rev. 729 (1976), states therein:

The articles of the [Mineral] Code dealing with the partition purport to apply to the right of a co-owner of the fee title to partition the co-owned land. The main emphasis, however, is on the effect of such partitions on existing mineral rights. The basic right to partition is granted by the Civil Code. (emphasis provided)
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