Ward v. Harding

860 S.W.2d 280, 1993 Ky. LEXIS 101, 1993 WL 265430
CourtKentucky Supreme Court
DecidedJuly 15, 1993
Docket88-SC-825-DG
StatusPublished
Cited by12 cases

This text of 860 S.W.2d 280 (Ward v. Harding) is published on Counsel Stack Legal Research, covering Kentucky Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ward v. Harding, 860 S.W.2d 280, 1993 Ky. LEXIS 101, 1993 WL 265430 (Ky. 1993).

Opinions

LAMBERT, Justice.

With ratification of Section 19(2) of the Constitution of Kentucky,1 the people swept away decades of litigation and numerous court decisions addressing the proper construction of so-called “broad form” deeds. By the amendment, the people have declared that henceforth in instruments of conveyance of the type at issue here, it shall be held, in the absence of clear and convincing evidence to the contrary, that coal extraction be only by the known methods in the area at the time the instruments were executed. That the Constitution may be so amended is an indisputable proposition. Recognized in Section 4 of the Constitution is that all power is inherent in the people and that government may exercise only such authority as the people may grant. To the extent there may be any conflict between (1) and (2) of Section 19 of the Constitution, the latter shall prevail under the rule set forth in Commonwealth v. Howard, 297 Ky. 488, 180 S.W.2d 415, 418 (1944):

“It is also the rule that if there be conflict [between constitutional provisions] it is the duty of the court to uphold that portion containing express language relating to the [282]*282subject, rather than to one dealing with matters in general terms.”

Moreover, a constitutional amendment necessarily annuls any and all former provisions of the Constitution which conflict with it. Hatcher v. Meredith, 295 Ky. 194, 173 S.W.2d 665, 668 (1943).

The issue joined between appellants and appellees is whether a broad form deed mineral owner may, by virtue of that instrument alone, engage in surface mining. The trial court ruled in favor of appellants, the surface owners, holding, inter alia, that:

“The parties to the original conveyance contemplated mining by the underground method [in a manner] which would not destroy the surface.... ”

Judgment was entered enjoining appellees from entering upon the property of appellants for the purpose of surface, strip or auger mining. On appeal, the Court of Appeals reversed. Relying on this Court’s decision in Akers v. Baldwin, Ky., 736 S.W.2d 294 (1987), and the broad grant of rights in the original instrument of conveyance, that Court held that appellees, the mineral owners, held the dominant estate and were entitled to use the surface in any manner necessary or convenient for recovery of the minerals. Such additional facts as are necessary for an understanding of the case will be presented hereafter.

The genesis of this controversy was early in the twentieth century. John C.C. Mayo and others traveled throughout Eastern Kentucky and obtained instruments of conveyance whereby large numbers of landowners conveyed the minerals underlying their real property. Typically Mayo deeds and others of their genre conveyed all minerals which underlay the surface, granted rights to use the surface to such an extent as was necessary or convenient to gain access to the minerals, contained an express waiver of liability for damages to the surface, and reserved to the surface owner only such rights as were consistent with the other provisions of the instrument. See generally, Akers v. Baldwin, supra, and Robert M. Pfeiffer, Kentucky’s New Broad Form Deed Law — Is it Constitutional?, 1 Journal of Mineral Law & Policy 57 (1985). For the most part, this Court’s decisions rendered during the first half of the twentieth century demonstrated an inclination toward enforcement of the literal language of the instrument and resolution of ambiguity against the grantor. Among such decisions one finds McIntire v. Marian Coal Co., 190 Ky. 342, 227 S.W. 298 (1921), which held that the mineral owner, upon a showing of necessity, had the right to exclude the surface owner and take his house and garden, provided compensation was paid for the improvements destroyed. In Kentucky Diamond Mining and Development Co. v. Kentucky Transvaal Diamond Co., 141 Ky. 97, 132 S.W. 397, 398 (1910), the conveyance was construed to

“cover everything [including diamonds] that may be found on the land, [whether] the parties in fact contemplated at the time that a particular thing might be found on the land....”

The courts relied in part on the familiar rule that deeds should be construed against the grantor because it is he who selects the language.2 It should be emphasized, however, that the early decisions, with the exception of dictum in Rudd v. Hayden, 265 Ky. 495, 97 S.W.2d 35 (1930), were exclusively in [283]*283the context of deep mining methods of coal extraction. See Martin v. Kentucky Oak Mining Co., Ky., 429 S.W.2d 395 (1968), Hill, J., dissenting at 401.

With the advent of equipment capable of moving massive amounts of earth, the controversy took on a new dimension. As technology progressed, mineral owners and their successors in interest acquired the capability of removing previously inaccessible or economically unfeasible coal by means of strip mining or other mining methods which caused profound disturbance of the surface. The issue which then emerged was whether or to what extent, and with or without compensation for damages, the mineral owner was entitled to destroy the surface to extract the coal. This Court’s decision in Buchanan v. Watson, Ky., 290 S.W.2d 40 (1956), soon provided the answer.

Purporting to rely upon the doctrine of stare decisis,3 the Buchanan Court stripped the landowner of any right to restrict the mining method and rendered him a virtual tenant on his land. To understand the breadth of its holding, we quote at length from Buchanan:

“The deed in this ease conveyed virtually all rights necessary to carry out the mining of the coal, including a waiver of damages. The reservations of timber and agricultural use in favor of the grantor were to be exercised only insofar as such uses were consistent with the rights conveyed to the grantee. It was obvious that the estate reserved to the grantor was to be subservient to the dominant estate of the grantee. The paramount purpose of the conveyance was to enable the grantee, or his successor in title, to remove the coal from under the surface of this land. The value of the land lay under the surface, not on it.
“The rights of the respective owners of the surface and of the minerals underneath in similar deeds have been determined and declared. The owner of the mineral has the paramount right to the use of the surface in the prosecution of its business for any purpose of necessity or convenience, unless this power is exercised oppressively, arbitrarily, wantonly, or maliciously, in which event the surface owner may recover for damages so occasioned.
“The validity and enforceability of a waiver of damages have been recognized as well as that of such grants of mining rights just discussed. The only qualification imposed in exercising these rights with respect to any given situation is that in order to be relieved of liability for damages, the rights must not be exercised arbitrarily, wantonly, or maliciously.” (Citations omitted.) Id. at 43.

In the years which have followed Buchanan,

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Ward v. Harding
860 S.W.2d 280 (Kentucky Supreme Court, 1993)

Cite This Page — Counsel Stack

Bluebook (online)
860 S.W.2d 280, 1993 Ky. LEXIS 101, 1993 WL 265430, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ward-v-harding-ky-1993.