The Hansen-Gier Family Trust of April 22, 2016, by its Trustees, Carl C. Hansen and Virginia M. Gier v. R. Michael Haywood and Joann T. Haywood

West Virginia Supreme Court·Decided May 24, 2024·No. 22-0422·Published

Opinion

IN THE SUPREME COURT OF APPEALS OF WEST VIRGINIA

FILED

January 2024 Term May 24, 2024 released at 3:00 p.m.

C. CASEY FORBES, CLERK

SUPREME COURT OF APPEALS

OF WEST VIRGINIA

No. 22-0422

THE HANSEN-GIER FAMILY TRUST of April 22, 2016, by its Trustees, Carl C.

Hansen and Virginia M. Gier, Plaintiff Below, Petitioner,

v.

R. MICHAEL HAYWOOD and JOANN T. HAYWOOD, Defendants Below, Respondents.

Appeal from the Circuit Court of Mineral County The Honorable Lynn A. Nelson, Judge Case No. 21-C-51

REVERSED AND REMANDED WITH DIRECTIONS

Submitted: March 13, 2024 Filed: May 24, 2024

Jonathan G. Brill, Esq. Jason R. Sites, Esq. Jonathan G. Brill, PLLC Sites Law Firm, PLLC Romney, West Virginia Keyser, West Virginia

Counsel for Petitioner Counsel for Respondents

JUSTICE WALKER delivered the Opinion of the Court.

SYLLABUS BY THE COURT

1. “Deeds are subject to the principles of interpretation and construction that govern contracts generally.” Syllabus Point 3, Faith United Methodist Church and Cemetery of Terra Alta v. Morgan, 231 W. Va. 423, 745 S.E.2d 461 (2013).

2. “A valid written instrument which expresses the intent of the parties in plain and unambiguous language is not subject to judicial construction or interpretation but will be applied and enforced according to such intent.” Syllabus Point 1, Cotiga Development Co. v. United Fuel Gas Co., 147 W. Va. 484, 128 S.E.2d 626 (1962).

3. “Extrinsic evidence will not be admitted to explain or alter the terms of a written contract which is clear and unambiguous.” Syllabus Point 9, Paxton v. Benedum-Trees Oil Co., 80 W. Va. 187, 94 S.E. 472 (1917).

4. “The term ‘ambiguity’ is defined as language reasonably susceptible of two different meanings or language of such doubtful meaning that reasonable minds might be uncertain or disagree as to its meaning.” Syllabus Point 4, Estate of Tawney v. Columbia Nat. Res., L.L.C., 219 W. Va. 266, 633 S.E.2d 22 (2006).

5. “It is not the right or province of a court to alter, pervert or destroy the clear meaning and intent of the parties as expressed in unambiguous language in their

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written contract or to make a new or different contract for them.” Syllabus Point 3, Cotiga Development Co. v. United Fuel Gas Co., 147 W. Va. 484, 128 S.E.2d 626 (1962).

6. “Rule 52(a) mandatorily requires the trial court, in all actions tried upon the facts without a jury, to find the facts specially and state separately its conclusions of law thereon before the entry of judgment. The failure to do so constitutes neglect of duty on the part of the trial court, and if it appears on appeal that the rule has not been complied with, the case may be remanded for compliance.” Syllabus Point 1, Commonwealth Tire Co. v. Tri-State Tire Co., 156 W. Va. 351, 193 S.E.2d 544 (1972).

ii

WALKER, Justice:

Petitioner owns a residence near a shale pit. In the deed to Petitioner’s predecessor in title, Respondents had reserved “the use of the shale pit . . . for use on ingress and egress roads of the development property.” When Petitioner tried to sell the residence and Respondents demanded access to the shale pit for the first time in twenty years, Petitioner filed for a declaratory judgment that the reservation had fulfilled its purpose and is now void. Problematically, the reservation is unclear as to what “the development property” means. At a bench trial in circuit court, Petitioner advocated for a narrow interpretation that “the development property” means only the immediately neighboring properties that shared an ingress and egress road. The circuit court instead adopted the broad interpretation of Respondents that they had the right to access and remove the shale for any property they develop.

Even with the limited record before us, we conclude that the circuit court overlooked the express language in the reservation identifying a specific use for shale removal and contemplating a singular, then-existing development property. But, while we find that the circuit court’s interpretation was erroneous, we cannot draw any conclusions as to the correct interpretation based on the insufficient record below and the lack of findings of fact below beyond the acknowledgement that Respondents owned “considerable acreage and continue[] to develop the property.” For that reason, we reverse and remand for additional proceedings consistent with this opinion.

I. FACTUAL AND PROCEDURAL BACKGROUND In 1997, Respondents R. Michael Haywood and Joann T. Haywood acquired 394.08 acres in Mineral County from Clyde Culver (the Culver Tract). Soon after, they conveyed the surface of a 14.86-acre portion of the Culver Tract to Clyde and Sherry Paugh, the predecessors in title to Carl C. Hansen and Virginia M. Gier. In the Haywood- Paugh deed, Respondents reserved for themselves, their heirs, and assigns “the use of the shale pit which is located on said conveyed real estate for use on ingress and egress roads of the development property.” In broad terms, the reservation thus addressed where the reserved shale could be used and what the reserved shale could be used for.

In 2003, the Paughs deeded the property to Mr. Hansen and Mrs. Gier, who constructed a residence in close proximity to the shale pit. Mr. Hansen and Mrs. Gier conveyed the property in 2016 to the Hansen-Gier Family Trust, an inter vivos trust that is the Petitioner in this appeal. When Mr. Hansen and Mrs. Gier, as trustees, attempted to sell the property in 2021, Mr. Haywood, for the first time in nearly twenty nears, demanded access to the shale pit for an unspecified purpose. Contending that any shale removal would likely weaken the stability of the residence constructed nearby, and that the ingress and egress roads to their property and neighboring properties did not require repair, Petitioner filed the underlying declaratory judgment action for the circuit court to determine the limits of the reservation.

In the lower court, Petitioner sought a declaration that the reservation had fulfilled its purpose and is now void. Petitioner alleged in its complaint that the ingress and egress roads referenced in the reservation had already been constructed and any further maintenance was the responsibility of the landowner. Petitioner also sought permanent injunctive relief to bar Respondents and their heirs and assigns from entering the property. Alternatively, Petitioner sought a declaration that the reservation was limited to use on the ingress and egress roads of its property and two neighboring parcels, which share a common access to Barnum Road, the main road.

In response, the Haywoods denied that the purpose of the reservation had been fulfilled. As to the allegations in the complaint that the scope of the reservation was limited to using the shale removed from the pit on ingress and egress roads to Petitioner’s property and the two neighboring parcels, Respondent answered that “there was no limitation.” Respondents further admitted that Mr. Haywood intended to harvest shale from the subject property for use on his development properties, which use they contend is permitted by the plain meaning of the shale reservation in the Haywood-Paugh deed.1

1 Respondents also filed a counterclaim with their answer, alleging slander of title and obstruction of access that forced Respondents to acquire shale by other means at their expense. The counterclaim was bifurcated below by agreement of the parties and is not at issue in this appeal.

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The Hansen-Gier Family Trust of April 22, 2016, by its Trustees, Carl C. Hansen and Virginia M. Gier v. R. Michael Haywood and Joann T. Haywood, (W. Va. 2024).

The Hansen-Gier Family Trust of April 22, 2016, by its Trustees, Carl C. Hansen and Virginia M. Gier v. R. Michael Haywood and Joann T. Haywood (The Hansen-Gier Family Trust of April 22, 2016, by its Trustees, Carl C. Hansen and Virginia M. Gier v. R. Michael Haywood and Joann T. Haywood) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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