Ellen Clyde Smith May, Individually and as Co-Trustee of the May Family Trust v. the Charles Maynard Baker and Wanda Jean Baker Family Trust ( 2013 )


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  • NO. 07-11-0288-CV
    IN THE COURT OF APPEALS
    FOR THE SEVENTH DISTRICT OF TEXAS
    AT AMARILLO
    PANEL B
    FEBRUARY 11, 2013
    _____________________________
    ELLEN CLYDE SMITH MAY, INDIVIDUALLY AND AS CO-TRUSTEE OF THE MAY
    FAMILY TRUST,
    Appellants
    v.
    THE CHARLES MAYNARD BAKER AND WANDA JEAN BAKER FAMILY TRUST, ET
    AL.,
    Appellees
    _____________________________
    FROM THE 106TH DISTRICT COURT OF LYNN COUNTY;
    NO. 09-01-06628-A; HONORABLE CARTER T. SCHILDKNECHT, PRESIDING
    _____________________________
    Memorandum Opinion
    _____________________________
    Before QUINN, C.J., and CAMPBELL and HANCOCK, JJ.
    This is an appeal from a declaratory summary judgment with respect  to
    the  rights  of  the  parties  under  a  partition  deed.   The  1981   deed
    partitioned the surface of a tract of land in Lynn County, Texas,  into  six
    separate tracts.  Various of the parties now disagree as to whether  or  not
    the rock, caliche, limestone, sand, gravel, and clay on the  land  prior  to
    partition were also partitioned.  In addressing  cross-motions  for  summary
    judgment, the trial court concluded that  they  were  not.   We  affirm  its
    decision.
    The pertinent standard  of  review  is  well  settled.   We  need  not
    reiterate it.
    Next, there is only one partition deed involved.  It served to  divide
    the interests of each claimant  to  the  land.   And,  though  it  expressly
    referred to the partition of the "surface estate only,"  the  document  also
    contained a provision stating:
    Excepted from the surface estate as  partitioned  hereinabove  is  the
    rock, caliche, limestone,  sand,  gravel,  and  clay  which  shall  be
    treated as minerals under the land and in addition thereto the parties
    hereto agree that the natural springs and the  sources  thereof  shall
    not be used in the extraction, production,  or  mining  of  the  above
    excepted surface minerals and the parties hereto  further  agree  that
    the water  from  the  lake  known  as  Tahoka  Lake  as  well  as  the
    underground water from all the  tracts  herein  may  be  used  in  the
    extraction, production,  or  mining  of  the  above  excepted  surface
    minerals.
    Nothing in the deed expressly limited, quantified,  or  otherwise  specified
    the acreage on which the aforesaid caliche, limestone,  sand,  gravel,  etc.
    was  located.   Nonetheless,  one  of  the  claimants  believed   that   the
    "exception" related to only a 101-acre tract from which  caliche  was  being
    taken  when  the  lands  were  divided.   She  supports  her  contention  by
    referring to an appraisal of the land used to effectuate the partition,  and
    which purported to exclude the 101-acre tract.
    A deed serves to manifest, in writing, the signatories' intent.   And,
    unless  it  is  susceptible  to  at  least  two  differing  yet   reasonable
    interpretations, Heritage Resources v.  NationsBank,  
    939 S.W.2d 118
    ,  121
    (Tex. 1996) (discussing the  test  used  in  determining  if  a  writing  is
    ambiguous), we look only to the words  contained  therein  to  discern  that
    intent.  Luckel v. White, 
    819 S.W.2d 459
    , 461 (Tex. 1991);  Moore  v.  Noble
    Energy, Inc., 
    374 S.W.3d 644
    ,  646  (Tex.  App.-Amarillo  2012,  no  pet.).
    Moreover, a mere disagreement about  the  interpretation  of  an  instrument
    does not make it ambiguous.  Moore v. Noble  Energy,  
    Inc., 374 S.W.3d at 646
    .
    Here,  the  partition  deed  is  relatively  simple  and  brief.   It
    describes the land that was held in common,  identifies  those  owning  that
    land  as  tenants  in  common,  expresses  that  those  co-tenants  wish  to
    partition only the surface  of  the  land  into  six  different  tracts,  so
    partitions the surface, and  then  specifically  excepts  from  the  surface
    estate being partitioned "rock, caliche, limestone, sand, gravel, and  clay"
    which substances  each  party  expressly  agreed  were  to  be  "treated  as
    minerals under the land."   And,  while  allusion  is  made  to  "a  survey,
    appraisal, and subdivision of the above property" (i.e., the  entire  parcel
    before  partition)  no  particular  survey,  appraisal  or  subdivision  was
    specified or incorporated into the deed.  Had the  parties  intended  for  a
    particular survey, appraisal, or subdivision to control or otherwise  affect
    the terms of the conveying instrument, they could have easily said  that  or
    included the item as an attachment.  See GXG, Inc. v.  Texacal  Oil  &  Gas,
    
    977 S.W.2d 403
    , 427 (Tex. App.- Corpus Christi 1998,  pet.  denied)  (noting
    that if the parties had intended to encumber all  of  the  properties,  they
    could have easily memorialized such  an  agreement).   But,  they  did  not.
    And, as a general rule, we do not insert that which  the  signatories  to  a
    document  omit,  unless  their  expressed  intent  demands  otherwise.   See
    Tenneco, Inc. v. Enterprise Products Co., 
    925 S.W.2d 640
    , 646  (Tex.  1996).
    We find no such intent here.  Simply  put,  and  as  a  matter  of  law,  we
    conclude  that  the  exception  applies  to  all  of  the  "rock,   caliche,
    limestone, sand, gravel, and clay" located on the land prior  to  partition,
    not merely to that located on a 101-acre tract being mined at  the  time  of
    partition.
    And to the extent that the complainant argues  that  caliche  normally
    is included in the surface estate, we again allude to that old  maxim  about
    the meaning of a document being dependent upon the intent of the  particular
    parties involved.  Parties  are  free  to  deviate  from  commonly  assigned
    definitions.  It is their writing.  They can say what they want  to  in  it.
    And, unless some statute or common law prohibits them from  doing  so,  they
    are free to treat rocks and caliche appearing on  the  surface  of  land  as
    minerals appearing beneath it, so long as their intent to do  so  is  clear.
    Not only is that intent clear at  bar,  but  the  complainant  cites  us  to
    neither common law nor statute precluding them  from  doing  so.   See  e.g.
    Wilderness Cove, Ltd. v. Cold Spring Granite Co., 
    62 S.W.3d 844
    ,  849  (Tex.
    App.-Austin 2001, no pet.) (holding that an express conveyance of a  granite
    deposit created a severable mineral estate).
    The partition deed is unambiguous and clearly expresses the  intention
    of the parties to maintain their co-tenant relationship with respect to  the
    caliche and other "minerals" described in the  document.   Accordingly,  the
    trial court was right, and we affirm its judgment.
    Brian Quinn
    Chief Justice