Chartier v. Rice Drilling D., L.L.C.

2023-Ohio-272 (Ohio Ct. App. 2023) · Ohio Court of Appeals, Seventh Appellate District · January 23, 2023 · No. 21 BE 0046

Summary

The Seventh District Court of Appeals of Ohio affirmed a Belmont County Common Pleas Court judgment quieting title to 100% of the oil and gas rights underlying the plaintiffs’ property. The court held that references to oil and gas royalties in the chain of title were general and ambiguous under the Marketable Title Act and did not preserve the appellants’ claimed mineral interests. It also addressed the Dormant Mineral Act and declaratory-judgment claims.

Court
Ohio Court of Appeals, Seventh Appellate District
Writing for the Court
Gene Donofrio; Cheryl L. Waite; Carol Ann Robb
Jurisdiction
Ohio
Decision date
January 23, 2023
Docket number
21 BE 0046
Procedural posture
Appellants appealed from a Belmont County Common Pleas Court judgment granting appellees summary judgment on claims under the Dormant Mineral Act, Declaratory Judgment Act, and Marketable Title Act, and quieting title to 100 percent of the oil and gas rights underlying the property.
Standard of review
Summary judgment is reviewed de novo. The appellate court applies the same standard as the trial court and determines whether there is no genuine issue of material fact, the moving party is entitled to judgment as a matter of law, and reasonable minds can reach only a conclusion adverse to the nonmoving party.
Precedential value
published Ohio Court of Appeals opinion
Parties
David L. Cook, Virginia Cook, Hubert L. Cook, Tony L. Hutchinson, Lisa Adamik, David Cook, Estate of Rico A. Caruso, Michael Caruso, Karen L. Stryker, Alan Lindsley, Mark Lindsley, Charles Battista, Cindy Eggert, Trustee of Tracy N. Hupp and Iva Lou Hupp Revocable Trust, Carol Fitz, Charles Kevin Grimm, Raymond Grimm, Travis Xavier Grimm, Regina Grimm, now known as Regina Denoni, Marilyn Murphy, Toni Fugate, Margaret Grimm Rohner, Patricia Taylor Cook, Yvonne M. Rinehart, Matthew L. Lee, Jeannie Marie Lee, Tracy N. Hupp, Charles William Milligan, Shirley Taylor, Karen Cook, Charles Grimm, Verna Grimm v. John A. Chartier, Jennifer A. Chartier
Disposition
affirmed

Topics

mineral rightsoil and gastitle disputesstatutory interpretationstandard of review

Practice areas

oil and gasmineral rightsreal estatecivil procedure

Questions Presented

  1. Whether the Marketable Title Act extinguished appellants' claimed severed oil and gas interests.
  2. Whether the references to oil and gas in the 1951 Dale Deed and 1976 Whaley Deed were specific references sufficient to preserve the interests under the Marketable Title Act and Blackstone v. Moore.
  3. Whether the Dormant Mineral Act issues required decision after the court concluded that the Marketable Title Act extinguished appellants' interests.
  4. What standard governs appellate review of the trial court's summary-judgment ruling.

Holdings

  1. The Marketable Title Act extinguished all of appellants' claimed oil and gas interests because appellees established a qualifying root of title and the record did not contain a sufficient specific reference preserving the interests.
  2. The references in the 1951 Dale Deed and 1976 Whaley Deed were general and ambiguous, not specific references to the severed oil and gas interests, and therefore did not preserve those interests under the Marketable Title Act.
  3. The Dormant Mineral Act issues were moot because the Marketable Title Act independently extinguished all of appellants' claimed interests.
  4. An appellate court reviews summary judgment de novo and applies the same test as the trial court.

Key quotations

A marketable record title “operates to extinguish” all interests existing prior to the root of title. (¶ 45)
the mere fact that the reference is susceptible to more than one interpretation is further evidence that the reference is general not specific. (¶ 52)
Based on the foregoing, we agree with the trial court that the MTA extinguished all of the oil and gas interests claimed by appellants. (¶ 54)

Factual background

Anna Carpenter conveyed the property and severed oil and gas interests in 1944 through deeds involving her children Charles R. Grimm and Bessie Cook. Later deeds, including the 1951 Dale Deed and 1976 Whaley Deed, contained language excepting or reserving coal, oil and gas royalties, and mining rights. John and Jennifer Chartier acquired the property in 2002, published a notice of abandonment in 2012, and later leased the oil and gas rights to Rice; heirs and potential heirs of the earlier interest holders asserted competing claims to the minerals.

Procedural history

Appellees filed an action to quiet title to severed oil and gas interests and asserted claims under the Dormant Mineral Act and Marketable Title Act. The trial court granted appellees summary judgment on the DMA, declaratory-judgment, and MTA claims, quieted title to all of the oil and gas rights in appellees, and denied the remaining summary-judgment requests. The Seventh District affirmed, holding that the MTA extinguished appellants' claimed interests and therefore rendering the DMA issues moot.

Court Document

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