Whitehall Oil Company v. Heard

197 So. 2d 672
CourtLouisiana Court of Appeal
DecidedJune 20, 1967
Docket1942
StatusPublished
Cited by33 cases

This text of 197 So. 2d 672 (Whitehall Oil Company v. Heard) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Whitehall Oil Company v. Heard, 197 So. 2d 672 (La. Ct. App. 1967).

Opinion

197 So.2d 672 (1967)

WHITEHALL OIL COMPANY, Inc. et al., Plaintiffs-Appellees,
v.
Mrs. Alice Boagni HEARD et al., Defendants-Appellants-Appellee.

No. 1942.

Court of Appeal of Louisiana, Third Circuit.

March 21, 1967.
Rehearing Denied April 12, 1967.
Writ Refused June 20, 1967.

*673 Voorhies, Labbé, Fontenot, Leonard & McGlasson, by Bennett J. Voorhies, Lafayette, Andrus & Pavy, by Alex L. Andrus, Jr., Opelousas, Kantrow, Spaht, Weaver & Walter, by Carlos G. Spaht, Baton Rouge, for defendants-appellants-appellees.

Liskow & Lewis, by William M. Hall, Jr., Lafayette, for plaintiff-appellee.

Pavy & Boudreaux, by A. V. Pavy, Morgan J. Goudeau, III, Opelousas, for plaintiffs-appellees-appellants.

Lewis & Lewis, by Seth Lewis, Jr., Boagni & Boagni, by Charles F. Boagni, Jr., and Charles F. Boagni, III, Opelousas, for defendants-appellees.

En Banc.

TATE, Judge.

This is a concursus proceeding. LSA-CCP Art. 4651. The owners of mineral leases deposit into the registry of the court a disputed share of mineral royalty payable under the leases of the subject tract (Lot "F").[1] This royalty resulted from mineral production in 1960 and following.

On appeal, the remaining issue is whether this royalty belongs to the appellee owner of the land (Mrs. Alice Boagni Heard), who acquired it in 1942, or instead to the opposing appellant parties (the Vincent-Richard group),[2] who claim by virtue of a mineral royalty interest reserved at the time Mrs. Heard acquired Lot "F" in 1942. The Vincent-Richard group appeals from trial court judgment in favor of the landowner and holding that their mineral royalty interest had prescribed through ten years' non-use.[3]

The appellant Vincent-Richard group contends that 1950 and 1951 production from adjacent tracts (Lots "B" and "G") was an interrupting use which prevented their 1942 mineral royalty interest from prescribing. In so arguing, the Vincent-Richard group thus contends that their mineral royalty reservations affecting Lot "F" were single royalty rights affecting the entire parent tract including Lots "F", "B", and "G"—rather than each being a separate royalty right affecting Lot "F" only, as the trial court held.

*674 Facts.

The Vincent-Richard group essentially contends that each heir of the late Edward M. Boagni, Sr., holds a single undivided mineral royalty reservation affecting all of the properties held by his estate prior to its partition in 1942.

Prior to the partition, the estate held many tracts of land in St. Landry, Evangeline, and Lafayette Parishes. Included in this estate property was the Belmont-Midway Plantations in St. Landry Parish, including over 3,000 acres. As a result of the partition, this large, contiguous plantation was divided into eight tracts, including (pertinently to this litigation) Lots "B", "E", "F", and "G".

The heirs divided all these estate properties through three separate conventional acts of partition. The first divided the estate properties into two separate groupings of property, with slightly differing sets of testamentary heirs and children going into possession in indivision of these two separate groupings of estate properties.[4] In this first partition, there was no attempt to reserve any mineral royalties in either group of the properties.

Of the same date, but recorded a day later, the respective sets of overlapping heirs then partitioned among themselves the properties received. In each of these latter two instruments, the heirs divided the lands so that each received a number of tracts in fee ownership, subject to mineral royalty rights in favor of the coheirs totaling 40% of any production to be realized.

The appellee Mrs. Heard acquired the ownership of Lot "F" in one of the acts of partition.[5] By it, the four co-owning heirs divided among themselves 22 St. Landry Parish tracts and 11 Evangeline Parish properties, scattered throughout the two parishes and mostly non-contiguous. These 33 scattered properties were divided into four parts of approximately equal value. Each of the four heirs received one of these parts (denoted as Lots 1, 2, 3, and 4), subject to mineral royalty reservations in favor of the other heirs.

Among the properties received by Mrs. Heard (Lot 1), was Lot "F" of the Belmont-Midway Plantations, the subject tract of this litigation. The adjacent Lot "G" (1951 production from which is urged as an interruption of prescription) was part of another group (Lot 4) of the former estate properties, which fell to Edward M. Boagni, Jr. (The subject tract of the companion suit, Lot "E", was included in the group of properties, Lot 3, which became the property of the late Vincent Boagni, Sr.)

The appellee Mrs. Heard, as owner of Lot "F", contends that she acquired title subject to royalty rights of the other heirs which affected this lot alone. The appellant Vincent-Richard group contends that the royalty reservations in favor of each of Mrs. Heard's coheirs was a single undivided royalty right affecting the entire contiguous area of the old Belmont-Midway Plantations.

The Louisiana Mineral Royalty Right and Its Creation.

In deciding this principal contention, it may be well first to discuss the nature of the Louisiana mineral royalty right, since *675 some of the arguments made are inconsistent with this recognized legal concept.

Louisiana adheres to the non-ownership theory of mineral interests, whereby those owning mineral interests do not own the minerals beneath the surface but only a right to produce them or to share in mineral production. Yiannopoulos, Civil Law of Property, Volume, 1, Section 99 (1966); Daggett, Louisiana Mineral Rights, Section 1 (Rev. ed., 1949); Frost-Johnson Lumber Co. v. Salling's Heirs, 150 La. 756, 91 So. 207 (1922) and succeeding jurisprudence. A mineral royalty is a right to share in mineral production or the proceeds therefrom. Yiannopoulos, Section 102; Daggett, Section 4, Sections 60-68 (chapter vi).

The jurisprudence has defined the mineral royalty interest as a species of real right imposed upon the land and prescribed by ten years' non-use, which entitles the royalty owner to participate in production if and when received. Correlatively, insofar as the land affected, it is a real obligation in favor of the royalty owner, which is attached to the land and passes with it into whatever hands it may come, and which prescribes unless mineral production occurs within ten years.

See: Yiannopoulos, Id.; Daggett, Id.; Succession of Simms, La., 195 So.2d 114 (decided November 7, 1966); Crown Central Petroleum Corp. v. Barousse, 238 La. 1013, 117 So.2d 575; Union Oil & Gas Corp. v. Broussard, 237 La. 660, 112 So.2d 96; LeBlanc v. Haynesville Mercantile Co., 230 La. 299, 88 So.2d 377; Vincent v. Bullock, 192 La. 1, 187 So. 35.

As these authorities show, the royalty right is a charge on the right to remove minerals from the land, which "mineral right" (if held by other than the land's owner) is classified as a servitude, yet another species of real right attaching to the land affected. Therefore, a royalty right is subject to the same limitations in creation and is extinguished by the same prescriptive causes as would extinguish a mineral right to which it was an appendage. Union Oil & Gas Corp. v. Broussard, cited above, at 112 So.2d 113-114; Continental Oil Co. v. Landry, 215 La. 518, 41 So.2d 73; see also Frey v. Miller, La.App. 3 Cir., 165 So.2d 43, 48-49, certiorari denied.

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197 So. 2d 672, Counsel Stack Legal Research, https://law.counselstack.com/opinion/whitehall-oil-company-v-heard-lactapp-1967.