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Faith United Methodist Church & Cemetery of Terra Alta v. Morgan
745 S.E.2d 461
W. Va.
2013
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Background

  • Western Virginia Supreme Court case interpreting a 1907 deed conveying Florence Forman's 1/7 interest in the 'surface only' of a 225-acre Preston County tract to her brother Walter Forman.
  • Dispute centers on whether 'surface only' conveyed oil and gas or merely surface soil; coal rights had been severed in 1902.
  • Circuit Court held the deed ambiguous under Ramage v. South Penn Oil Co. and awarded Morgan all oil and gas rights.
  • Court overruled Ramage Point that 'surface' is ambiguous, instead giving 'surface' a definite meaning and holding the 1907 deed conveyed only the surface.
  • Petitioners (Faith United Methodist Church and Trinity United Methodist Church) are Florence Forman’s successors and seek to recover a portion of the minerals underneath the surface tract.
  • Case remanded for further proceedings to determine exact mineral interests conveyed to Florence Forman’s heirs.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether 'surface' in a deed is ambiguous. Morgan relied on Ramage to treat 'surface' as ambiguous. Petitioners argued 'surface' has a definite meaning and the deed conveyed surface only. Ramage overruled; 'surface' has a definite meaning under ordinary construction.
Does the 1907 deed conveying 'surface only' include oil and gas rights beyond coal? Morgan contends waiver of all rights except coal by 1907 deed. Petitioners argue coal had been severed earlier and 1907 deed conveyed remaining surface rights only. The deed conveys only surface; oil and gas rights not included unless expressly conveyed.
Should Ramage v. South Penn Oil Co. be overruled? Ramage should stand as controlling law on 'surface'. Ramage creates uncertainty and should be overruled. Ramage Point 1 overruled; Ramage rejected as sound law; surface defined by ordinary meaning.

Key Cases Cited

  • Ramage v. South Penn Oil Co., 94 W.Va. 81, 118 S.E. 162 (1923) (1923) (held 'surface' ambiguous and open to extrinsic evidence)
  • Williams v. South Penn Oil Co., 52 W.Va. 181, 43 S.E. 214 (1902) (1902) (defined 'surface' as definite and agricultural-use related in some contexts)
  • Drummond v. White Oak Fuel Co., 104 W.Va. 368, 140 S.E. 57 (1927) (1927) (recognized 'surface' may have definite meaning absent qualifiers)
  • Cotiga Development Co. v. United Fuel Gas Co., 147 W.Va. 484, 128 S.E.2d 626 (1962) (1962) (contract interpretation rules: plain language governs)
  • Paxton v. Benedum–Trees Oil Co., 80 W.Va. 187, 94 S.E. 472 (1917) (1917) (extrinsic evidence not admitted to alter clear contract terms)
  • Copenhaver v. United Fuel Gas Co., 110 W.Va. 69, 156 S.E. 884 (1931) (1931) (treats surface/mineral interests in context of conveyances)
Read the full case

Case Details

Case Name: Faith United Methodist Church & Cemetery of Terra Alta v. Morgan
Court Name: West Virginia Supreme Court
Date Published: Jun 13, 2013
Citation: 745 S.E.2d 461
Docket Number: 12-0080
Court Abbreviation: W. Va.