105 So. 200 | Ala. | 1925
Lead Opinion
The bill as amended is for sale of lands for division among joint owners.
As a general rule, mining property, from its unusual nature, is not susceptible of division by metes and bounds if the veins, seams, or bodies of ore or coal are averred to be unevenly distributed. For the same reason the values are, more or less, conjectural until proved by sufficiently extended development and tests. And a sale of such lands for division was held necessary and approved in Sheffield, C. I. Co. v. Ala. F. I. Co.,
We may say that the rulings on questions of fact were within the rule of Hackett v. Cash,
The general averment that the lands described could not be equitably divided without a sale was an averment of fact and sufficient in the language of the statute. Code 1907, §§ 5222, 5231 (Code 1923, §§ 9322, 9331); Acts 1923, p. 659; Wood v. Barnett,
Under our statute and practice in courts of chancery no replication is necessary to a plea and answer (Code 1907, § 3122) but when a plea or answer is filed, that is proper in allegation, matter by way of replication and in avoidance thereof may be properly introduced by way of an amendment to the bill. Scharfenburg v. The Town of New Decatur,
Thus under the amended statute the filing of proper pleading put in issue the respective claims of the parties at interest before the court, for it presupposes an accounting (and determination as to the subject-matter) to be made to incumbrancers and lien-holders, and a determination of the equities and claims of joint owners and claimants. It bears analogy to a bill for accounting generally. Grand Bay Land Co. v. Simpson,
Was the bill as amended under the amended statutes (Acts Sp. Sess. 1920, p. 164; Acts Sp. Sess. 1909, p. 124) and as construed in Sandlin v. Anders,
The sufficiency of the foregoing amendments, as showing a changed status, is challenged, and it is insisted that they are mere conclusions of the pleader; that the "complainants do not offer to do equity in the premises"; that "the fact that the value of the parcels, into which the land described in the bill will have to be divided or partitioned in kind, according to the ownership of an undivided interest therein, as set forth in the bill, would be small in comparison with their respective proportionate parts of the value taken as a whole would not constitute such an inability to divide or partition the said land in kind as to authorize this court to order a sale," and that "the lands described in the complaint sought to be sold for division among the joint owners thereof are not contiguous tracts, and for aught that appears in the bill of complaint some of the lands described therein can be divided in kind for that the lands described in the bill of complaint are not contiguous."
The pleading in equity, as at law, must *444
be construed most strongly against the pleader (Strickland v. Gay, Hardie Co.,
Since the amendment to the original bill is by way of replication to the answer, the two pleadings will be considered together in determining the sufficiency of demurrer addressed to the bill as amended. The averment of the recent discovery of faults in the seams of coal was of continuing natural conditions and facts which existed at the time of the former adjudication; the slopes, work-ways, entries, etc., have been constructed or maintained by one of the complainants as lessee; the death of some of the original parties leaving life estates and remainders changed the adjudged status of the subject-matter, though in privity of blood or estate with the original parties to the former suit. The changed conditions, by reason of railroad transportation and excavation of coal on certain seams, considered as matters of replication and avoidance, were most general. The specific maps in evidence did not aid the pleading in question.
The general rule of res judicata is that a judgment of a court of competent jurisdiction, rendered on its merits, is final and conclusive of the matter in controversy and what ought to have been litigated in the suit as between the parties to the litigation. Crausby v. Crausby,
It follows that the res judicata is applied to the status at the time of the rendition of former decree or judgment, yet that status is prima facie presumed to continue, until facts are alleged and proved which have brought about a materially changed condition of fact, presenting a different status for adjudication. McCalley v. Robinson's Adm'r,
A judgment, to conclude either party as to the subject-matter, must be such as to work a mutual estoppel; hence a plea of res judicata, to be good, must show the parties litigant in the two suits are the same (Terrell v. Nelson,
The cases cited are not of controlling effect. In Hibler v. Oliver,
What of the alleged changed status of the real properties sought to be partitioned or sold for division in 1895? The cases of State ex rel. Craft, Adm'r, v. Williams,
In Crausby v. Crausby,
"* * * The bill was dismissed on its merits after full hearing and appeal, and it was held not to have precluded complainant's title to the land, and that the plea of res judicata setting up the decree was not a bar to a subsequent suit between the same parties as to the same land. It was a much stronger case than this. Here all the parties to the suit are not the same; one of the parties filing the plea in this case not being a party when the suit was dismissed. The character and degree of title and claim to the land are shown to be different in some of the parties from what they were in the first."
This is a slight departure from the general application of the rule in a case under the statute that only justifies a sale when the lands cannot be equitably divided or partitioned among the joint owners or tenants in common. If such were not the rule as to a change of parties and the facts of respective interests in joint parties, as affecting the required statutory fact whether or not the same cannot be equitably divided, where partition was sought by sale and denied there could never be such partition or division. As the unusual nature of the property to be divided enters materially into the question of fact which exists and is to be determined, so the value and extent of the partition are likewise matters of material fact in ascertaining whether the statute has application. Code 1907, §§ 5222, 5231, as amended by Acts 1923, p. 659 and Acts Sp. Sess. 1909, p. 124.
Adverting to the pleading, its effect may be stated to be that the underlying mineral gives the land its value; the seams are broken by faults that do not exist under the entire area; the surface is broken and unsuited for agriculture; there is no practical method of reaching much of the coal, except through openings made on adjacent land not owned by the parties to the bill; said lands are under mining leases from the owners to the complainant Bessemer Coal, Iron Land Company, viz. lease April 24, 1915, March 25, 1916, February 14, 1923, giving the right to mine the Youngblood and Thompson Seams, terminable by either party on six months' notice in writing, etc.; and "the sale of said lands for partition," if made, "should be made subject to such lease. Copies of said leases * * * are attached as exhibits." It is further charged in the bill that —
"The value of the parcels, into which the land would have to be divided, if partitioned in kind according to the ownerships of the undivided *446 interests therein as herein set forth, would be small in comparison with their respective proportionate parts of the value of the tract taken as a whole, for the reason that it would be impracticable to profitably conduct separate coal-mining operations in such divided parcels."
It is shown by the exhibits that some of said lands are not contiguous to other lands owned by said parties and made the subject of the suit, and that all of the joint owners did not give the right of mining the Woodstock Seam of coal embraced in the last lease.
The answer to which the bill as amended is directed, by way of replication, averred, among other things, that the lands can be equitably divided or partitioned among the joint owners thereof without sale; that "complainant Bessemer Coal, Iron Land Company, one of the complainants, now has an opening and mine working the seams of coal on a large part of the lands described in the bill of complaint, said mines being known as No. 2 slope and No. 5 slope, and these respondents allege that said slopes of Bessemer Coal, Iron Land Company are so located as to make the mining of the coal under said lands unlikely by any other person, and that on account of the present location of the said Bessemer Coal, Iron Land Company, if said lands are sold or ordered sold by this court, the Bessemer Coal, Iron Land Company, because of the location of its present mines working said lands, would be the only bidder for said lands and no other persons would likely bid therefor, and therefore the said Bessemer Coal, Iron Land Company would secure said lands at said sale for whatever price it might see fit to give. Further answering paragraph 3. these respondents state that Bessemer Coal, Iron Land Company has already filed an application to condemn the slope on No. 5 mine through section 16, and such application has been granted by the probate court of Bibb county, and hearing been held by commissioners appointed by that court, and said slope of No. 5 so condemned by Bessemer Coal, Iron Land Company constitutes the most feasible point from which to mine the lands described in the bill of complaint, and with said slope so condemned, if said lands are put up for sale no other purchaser would be in position to compete at said sale with the said Bessemer Coal, Iron Land Company, and the said Bessemer Coal, Iron Land Company would therefore secure said lands at whatever price it might see fit to pay, and the joint owners thereof would not receive from such sale the value of their individual interest if made in kind"; and the estoppel by judgment of 1905 in the probate court is set up by the fourth paragraph thereof.
Appellees' counsel say that the complainant Bessemer Company, as a tenant in common, "had the right" to mine the coal on all of said seams, subject to an accounting which they stand ready to make, either in equity or at law, to such of their cotenants as did not give them permission to use the property — meaning the Woodstock Seam. The usual or customary use of joint properties by some of the owners thereof was considered in Gulf Red Cedar Co. v. Crenshaw,
" 'If a tenant in common receives more than his share of the profits, by an excessive use of the property, as by wearing out the land, or by an improper use of it, as by cutting down the timber and selling it, he cannot be treated as a tort-feasor, but the remedy of the cotenant is by an action of account, or a bill in equity for an account.' "
Under the construction of the amended statute (Acts 1920, p. 164) adverted to in Sandlin v. Anders,
"That whatever be the nature of the controversy between the parties, and whatever be the nature of the remedy demanded, the court will not confer its equitable relief upon the party seeking its interposition and aid, unless he acknowledges or concedes, or will admit and provide for, all the equitable rights, claims, and demands justly belonging to the adversary party, growing out of, or necessarily involved in, the subject-matter of the controversy. The court will give the plaintiff the relief to which he is entitled only on condition that he has given or consents to give the defendant such corresponding rights as he may be entitled to in respect of the subject-matter. 1 Pom. Eq. (3d Ed.) § 385; 1 Dan. Ch. Pr. § 441; 1 Story, Eq. § 301."
Many authorities are collected from this and other jurisdictions. See, also, Kelly v. Coke,
In Sims' Ch. Pr. §§ 292, 293, the general rule of our cases is stated as a fundamental principle of equity that he who asks equity must do it, and unless such a one has already done everything which could be required of him, it is necessary for him to offer to the court in his bill "to do his share of equity whenever the court might require"; that the court is without power or jurisdiction to render a decree against him requiring him to do equity without such offer in the bill. Eslava v. Elmore,
It is not controverted that the complainant Bessemer Coal, Iron Land Company is a lessee and also one of the joint owners by reason of its purchase, after the former decree in the probate court, from one of the parties or privies in the original suit; that it is seeking to have the land sold for division, makes no offer to do equity in the premises for the unauthorized wastes or diminution of the joint properties in the mining of the Woodstock Seam, and asks that when the sale is made it be subject to its leases; that it has made application for or procured condemnation of a slope into one of the important mineral sections — section 16. In the answer this section is averred to be the most feasible point from which to mine the lands, and that "if said lands are put up for sale no other purchaser would be in position to compete at said sale with the said" complainant company, etc. The effect of the retention of the mining rights conferred by the leases and the acquiring, by the lessee, of the newly condemned slope, tends to deprive or embarrass the parties in adverse interest and others owning adjacent or contiguous lands, in bidding at such sale, if the equities of the parties, as to this acquired slope or way, were not adjusted or adjudicated before the sale. In the matter of acquiring the easement or way, the mining company was acting for itself as owner and for its joint tenants, subject to a due accounting as to the expense in that behalf incurred. The condemnation in equity was with reference to and to the benefit of said property as jointly owned. If the sale is made it should be made to include the use of the said entry to the extent that it is appurtenant to the mine or seams of coal to be mined, thus such sale would not embarrass the parties on both sides or those of the general public or mining businesses, who might wish to acquire the property at the public sale prayed for.
Mining or commercial timbering of lands results in their depletion and destruction pro tanto, and such use by a joint owner of the property, without consent of the other joint owners, is a waste which will be enjoined on proper application. Sanders v. Robertson,
The averments of fact adverted to as to portions of the mines worked out by excavation of coal on certain seams, etc., should be more definitely stated as to the lands under the requirements of good pleading, when set up as matters in replication to the res judicata averred in the answer. Smith v. Witcher,
That there be no misunderstanding of the requirements of good pleading in such an application for the sale in question of the mining properties, the averments of the amended bill are sufficient. The evidence supports the averment of the necessity of said sale under the statute.
The decree of the circuit court, in equity, is reversed, and the cause is remanded for the failure to sustain demurrer to the bill as amended, for that complainants do not offer to do equity in the premises and thereby "submit themselves unto the equity" of the honorable Circuit Court, sitting in equity.
Reversed and remanded.
ANDERSON, C. J., and SOMERVILLE and BOULDIN, JJ., concur.
Concurrence Opinion
We do not doubt the propriety of selling an estate in land for partition subject to a lease *448 outstanding in a lessee not a party to the partition. But where the complaining cotenant holds a lease, as in this case, on mining property, we think equity requires that his leasehold interest should be disposed of along with the rest of the estate to the end that all co-owners may be upon an equal footing in bidding for the property, and that the effort of one of the complainants in this cause to withhold his lease from the sale proposed deprived the bill of equity. As for the other objections found against, we are unable at this time to express any definite opinion, for the reason that at this late day of the term we have been unable to examine with care the questions involved. Our judgment is that the bill is wanting in equity for the reason indicated. Of course we do not deny complainant's right to be compensated for his lease.
Addendum
Application overruled.
SAYRE, THOMAS, MILLER, and BOULDIN, JJ., concur.
ANDERSON, C. J., and SOMERVILLE and GARDNER, JJ., dissent.