West Jasper Consolidated School District v. Charles Thomas Rogers and William Michael Rogers

CourtCourt of Appeals of Mississippi
DecidedFebruary 7, 2023
Docket2021-CA-00171-COA
StatusPublished

This text of West Jasper Consolidated School District v. Charles Thomas Rogers and William Michael Rogers (West Jasper Consolidated School District v. Charles Thomas Rogers and William Michael Rogers) is published on Counsel Stack Legal Research, covering Court of Appeals of Mississippi primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
West Jasper Consolidated School District v. Charles Thomas Rogers and William Michael Rogers, (Mich. Ct. App. 2023).

Opinion

IN THE COURT OF APPEALS OF THE STATE OF MISSISSIPPI

NO. 2021-CA-00171-COA

WEST JASPER CONSOLIDATED SCHOOL APPELLANT DISTRICT

v.

CHARLES THOMAS ROGERS AND WILLIAM APPELLEES MICHAEL ROGERS

DATE OF JUDGMENT: 11/02/2020 TRIAL JUDGE: HON. ROBERT M. LOGAN JR. COURT FROM WHICH APPEALED: JASPER COUNTY CHANCERY COURT, SECOND JUDICIAL DISTRICT ATTORNEYS FOR APPELLANT: RANCE N. ULMER TERRY L. CAVES RISHER GRANTHAM CAVES ATTORNEYS FOR APPELLEES: MARC E. BRAND T. JACKSON LYONS NATURE OF THE CASE: CIVIL - CONTRACT DISPOSITION: AFFIRMED - 02/07/2023 MOTION FOR REHEARING FILED:

BEFORE BARNES, C.J., McDONALD AND McCARTY, JJ.

BARNES, C.J., FOR THE COURT:

¶1. The West Jasper Consolidated School District (West Jasper) appeals from the Jasper

County Chancery Court’s judgment finding that the school district had breached sixteenth

section lease terms by failing to follow the applicable law in making rent adjustments. West

Jasper requests that this Court reverse and render the chancery court’s judgment because the

court (1) lacked subject matter jurisdiction; (2) employed an erroneous standard of review;

(3) erred in determining the Appellees had not materially breached the leases’ terms; and (4)

“erred by substituting its judgment in place of the Board’s decision regarding the determination of a reasonable annual rental rate.” West Jasper also requests that we remand

to the chancery court for adjudication of “the issue of attorney’s fees.” Finding no error, we

affirm the judgment.

STATEMENT OF FACTS

¶2. Thomas and Charlene Rogers were the parents of the Appellees Charles Thomas

Rogers (Charles) and William Michael Rogers (Michael) (referred to collectively as the

Rogerses). Thomas held sixteenth section leases for approximately 240 acres in Louin,

Mississippi, with the Jasper County Board of Education for several decades prior to

December 20, 1988. The land was primarily used for running cattle.

¶3. On December 20, 1988, Thomas and Charlene signed a new forty-year sixteenth

section lease—classified as farm-residential—for 159.5 acres with Jasper County Board of

Education, which is now West Jasper. Charles and Michael (the Appellees) also signed a

forty-year sixteenth section lease with West Jasper—classified as farm-residential—for the

remaining 79.5 acres.1 The 159.5-acre tract and the 79.5-acre tract are contiguous parcels.

On the property line between the properties is a culvert and a concrete bridge where cows can

travel to and from each parcel.

¶4. Each lease contained a rent-adjustment clause (paragraph 3), which provided:

1 The purpose for breaking up the 240-acre parcel into two leases presumably was to comply with Mississippi Code Annotated section 29-3-33(f) (Supp. 1988), which provided that a leaseholder of sixteenth section land classified as farm-residential have no more than 160 acres unless meeting certain conditions. This statute will be discussed in more detail in Part III.

2 At the 10th, 20th, and 30th anniversary dates of the commencement of this lease agreement, lessor shall have a reappraisal of the subject property, at its expense, and a redetermination of a reasonable annual rental. The lessor shall notify lessee of the reappraisal in writing a minimum of ninety (90) days prior to said anniversary dates. The reappraisal shall establish the fair market value of the property. Buildings and other improvements upon the property and not owned by Lessor shall be excluded from the reappraisal evaluation.[2] The amount of the annual rent so determined as of the 10th anniversary date shall be paid annually for the next 10 years, and the annual rent so determined as of the 20th anniversary date shall be paid annually for the next 10 years, and the annual rent so determined as of the 30th anniversary date shall be paid annually for the balance of the lease term.

The annual lease payments were due on July 28, the anniversary date of the leases. During

the first ten years, the annual-lease rental amount for the 79.5-acre parcel was $395; for the

159.5-acre parcel, it was $739. In 1998, West Jasper increased the rental payment for both

leases with no objection by the Rogerses.

¶5. Both leases also contained the following provision (paragraph 5) addressing

assignments and subleases:

Lessee may freely assign this lease in its entirety . . . In the event of an assignment, sublease, or other transfer of possession, lessee shall, within 30 days after the transfer, give notice in writing and provide a true copy of the instrument evidencing such transfer to the Lessor. If these requirements are not timely met, Lessor, upon discovery of the assignment, may declare a forfeiture of this lease. Lessee may not assign, transfer, sublease, or sell any part of the leased property without prior approval of the lessor.

2 These lease terms conform with Mississippi Code Annotated section 29-3-69 (Rev. 2020), which provides that for residential and farm-residential leases, “the board of education may require a rent adjustment clause in which rents are to be adjusted, provided that such adjustments will not exceed the fair market rental value of the lands, exclusive of improvements thereon, as of the rental adjustment dates.”

3 On October 20, 2006, Thomas and Charlene assigned their lease (159.5 acres) to Charles and

Michael, who also assigned their lease for the 79.5 acres to their parents. Michael averred

that the assignments were done “to ensure that the 16th Section leases would remain in our

family and would go to the last surviving family member in the leases.” Charles also stated

that the assignments were for estate-planning purposes and that the attorney who drafted the

lease assignments was to deliver them to the West Jasper Board. However, there is no

evidence in the record that West Jasper was given notice of those assignments or that the

assignments were recorded with the chancery clerk’s office.

¶6. Meanwhile, the West Jasper Board of Trustees (Board) had passed a policy in 2004,

charging seven percent of the fair market value appraisal of all property as the lease rental

payment. Despite the Board’s recent policy change, Mike Avary, who was West Jasper’s

newly hired sixteenth section land manager, used an appraisal from the Jasper County Tax

Assessor’s office and increased the rental value in 2008 to $1,869.70/$11.69 per acre for the

159.5 acres and $760.90/$9.57 per acre for the 79.5 acres. The Rogerses did not object to

this rental adjustment.

¶7. In 2017, before the thirtieth anniversary of the leases, the Board appointed licensed

appraiser Lonnie Reynolds to appraise the subject parcels. His appraisal valued the 79.5

acres at $275,000 and the 159.5 acres at $225,000. For both parcels combined, Reynolds

valued the two properties at $500,000 and at $3,459 per acre. On June 30, 2017, the Board

sent notices of the reappraisal to the Rogerses, informing them that the annual lease payment

4 for each lease was going to be determined by multiplying the appraised value of each

property by seven percent. The Rogerses immediately contacted Avary, who told them that

this appraisal figure was in accordance with the Board’s policy passed in 2004. However,

the Rogerses did not raise any objection regarding the appraisal before the Board itself.

¶8. On April 2, 2018, Avary sent the Board and the school district superintendent a letter,

stating that the Rogerses’ annual lease payments would be increased from $1,869.70 ($11.69

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West Jasper Consolidated School District v. Charles Thomas Rogers and William Michael Rogers, Counsel Stack Legal Research, https://law.counselstack.com/opinion/west-jasper-consolidated-school-district-v-charles-thomas-rogers-and-missctapp-2023.