Rohe, M., Jr. v. Meehan, J.

J. S69018/16 NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37 MELVIN ROHE, JR., JOYCE A. ROHE, : IN THE SUPERIOR COURT OF SUSAN SWINGLE AND REBEKAH J. : PENNSYLVANIA HALBFOERSTER, : : Appellees : : v. : : D. REESE MEEHAN, TRUSTEE, JOHN : MEEHAN, ANN MEEHAN, KERRY MEEHAN, : ESTATE OF BARBARA J. MEEHAN AND : ALL UNKNOWN PERSONS CLAIMING BY : THROUGH OR UNDER D. REESE : MEEHAN, TRUSTEE : : : APPEAL OF: ESTATE OF : BARBARA J. MEEHAN : No. 344 MDA 2016 Appeal from the Order Entered January 25, 2016 In the Court of Common Pleas of Sullivan County Civil Division at No.: 2014-CV-00084 BEFORE: STABILE, J., DUBOW, J., and PLATT, J.* MEMORANDUM BY DUBOW, J.: FILED NOVEMBER 21, 2016 Appellant, the Estate of Barbara J. Meehan, appeals from the January 25, 2016 Order entered in the Sullivan County Court of Common Pleas declaring that a disputed Assignment was unambiguous and did not grant a perpetual one-half royalty interest in oil and gas leases concerning 62 acres * Retired Senior Judge Assigned to the Superior Court. J. S69018/16 located in Forks Township, Pennsylvania. We affirm on the basis of the trial court’s January 25, 2016 Opinion. On October 31, 1949, the Rohes1 executed an Oil and Gas Lease with H.R. Hirzel (“Hirzel”) for a primary term of 10 years regarding 62 acres of land located in Forks Township, Pennsylvania. On February 1, 1954, the Rohes executed an Assignment to “D. Reese Meehan, Trustee” (“Meehan”) for a one-half interest regarding the same 62 acres. The Assignment stated as follows: ASSIGNMENT LAWRENCE ROHE ET AL TO D. REESE MEEHAN, TRUSTEE INTEREST IN OIL & GAS LEASE ASSIGNMENT. KNOW ALL MEN BY THESE PRESENTS, That we, Lawrence Rohe Alverta Rohe; Elizabeth S. Rohe and Melvin Rohe; Donald Rohe, parties of the first and ASSIGNORS in consideration of THREE HUNDRED TEN ($310.00) DOLLARS, in hand paid by D. Reese Meehan, Trustee, the receipt whereof is hereby acknowledged, do hereby transfer, assign and set over unto D. Reese Meehan, Trustee an undivided one-half interest in certain Oil and Gas Lease or Leases made by me with “H.” R. Hirzel, and recorded in Sullivan County, Penna. in Deed Book Vol. 62 page 247 Said land being in the Township of Forks County of Sullivan and State of Pennsylvania, bounded and adjoined as follows: Covering 62 acres of land more or less. 1 Lawrence Rohe, Alverta Crouse Rohe, Melvin E. Rohe, Betty Sherman, and Donald R. Rohe, referred to collectively as “the Rohes.” -2- J. S69018/16 This Assignment being subject to any former leases given by me for the same property, with the following exception: That in the event, such lease should be terminated by Lessee before the expiration of the full term, which is sometimes known as the “Primary Term”, this assignment shall remain in full force and effect. The consideration herein mentioned being in full for all rentals due against this portion of said lease for the full term as set forth in the original lease. Notwithstanding, that the original Lessee or Lessees may terminate their lease before the term has expired, this portion so assigned shall by the full consideration set forth therein, remain in full force and effect for the remaining time of said term. It is further understood and agreed that if this property should be re-leased by the Lessor, Lessee or Assignee of this lease, or any other person or persons, then this assignment shall run with the new lease without any farther remuneration. This Assignment to be binding upon the heirs, executors, administrators and assigns of both parties hereto. WITNESS our hands and seals this first day of February 1954. Lawrence Rohe Alverta Rohe Donald R. Rohe Melvin E. Rohe Elizabeth S. Rohe Assignment, 2/1/54, R.R. at 42a. On April 14, 1950, The California Company obtained Hirzel’s rights under the 1949 Oil and Gas Lease pursuant to an Assignment. On September 29, 1955, The California Company “cancel[led], release[d], quitclaim[ed], relinquish[ed,] and surrender[ed]” its rights under several leases, including the 1949 Oil and Gas Lease between Hirzel and the Rohes. Surrender of Leases, dated 9/29/55, at 1. -3- J. S69018/16 Subsequently, the Rohes and Appellees executed several2 Oil and Gas Leases for the same 62 acres, including with Chesapeake Appalachia, LLC (“Chesapeake”). Chesapeake began withholding one-half of the Rohes’ royalty payment pursuant to the 1954 Assignment to Meehan, amounting to $13,126.14 as of May 21, 2015. On December 5, 2014, Appellees filed the instant quiet title/declaratory judgment action seeking a ruling that the 1954 Assignment to Meehan did not constitute a permanent conveyance of the one-half interest in royalty payments under all leases related to the 62 acres. Rather, Appellees argued that Meehan’s Assignment rights ended with The California Company’s surrender of rights in 1950 because the Assignment included limiting language regarding the duration and the scope of subsequent leases. Appellant, through Answers, New Matters, and Counterclaims, asserted that the language included in the Assignment conveyed a permanent one- half interest in the royalty payments under any subsequent lease in perpetuity. After submitting the case on briefs by agreement of all parties, the trial court issued an Opinion on January 25, 2016. The trial court concluded that the unambiguous language of the 1954 Assignment “clearly did not 2 We need not describe the entire title history and each conveyance of the 62 acres, and parcels thereof, as those facts are not relevant to the issue before us. -4- J. S69018/16 intend for a perpetual grant of a one-half royalty interest.” Trial Court Opinion, 1/25/16, at 5. On February 24, 2016, Appellant filed a timely Notice of Appeal. 3 Both Appellant and the trial court complied with Pa.R.A.P. 1925. Appellant presents the following issue for our review: The trial court erred in finding that the language of the 1954 Meehan Assignment is unambiguous and does not apply to any and all future oil and gas leases. Appellant’s Brief at 3. “Our standard of review in a declaratory judgment action is limited to determining whether the trial court clearly abused its discretion or committed an error of law.” Peters v. Nat’l Interstate Ins. Co., 108 A.3d 38, 42 (Pa. Super. 2014). “We may not substitute our judgment for that of the trial court if the court’s determination is supported by the evidence.” Id. We will ordinarily construe an assignment in accordance with the rules of construction governing contracts. Employers Ins. of Wausau v. Dep’t of Transp., 865 A.2d 825, 831 (Pa. 2005). Under the law of assignment, the assignee succeeds to no greater rights than those possessed by the assignor. Id. at 830. The interpretation of any contract is a question of law and this Court’s scope of review is plenary. Moreover, we need not defer to the conclusions of the trial court and are free to draw our own inferences. In interpreting a contract, the ultimate goal is to 3 Ann Meehan also timely appealed. Her appeal is docketed at 353 MDA 2016. -5- J. S69018/16 ascertain and give effect to the intent of the parties as reasonably manifested by the language of their written agreement. … This Court must construe the contract only as written and may not modify the plain meaning under the guise of interpretation. Southwestern Energy Prod. Co. v. Forest Resources, LLC, 83 A.3d 177, 187 (Pa. Super. 2013) (citation omitted). “When construing agreements involving clear and unambiguous terms, this Court need only examine the writing itself to give effect to the parties’ understanding.” Id. Appellant avers that: (1) “The trial court improperly considered and gave weight to the language of the title block of the recorded Assignment[,]” Appellant’s Brief at 11; (2) “The trial court failed to give effect to the construction of the 1954 Meehan Assignment and the clauses contained therein[,]” Appellant’s Brief at 12-16; and (3) “The trial court failed to consider that if more than one reasonable interpretation of the 1954 Meehan Assignment exists, it is necessary for a finder of fact to consider relevant extrinsic evidence[.]” Appellant’s Brief at 17-18. Appellant’s arguments fail to consider the complete clause as whole. Rather, Appellant takes certain words and phrases out of context. The trial court’s Opinion properly considered all of the language of the assignment provision. We conclude that the trial court’s determination is supported by the evidence and that the trial court did not abuse its discretion or commit an error of law. We affirm on the basis of the trial court’s Opinion. See Trial -6- J. S69018/16 Court Opinion at 4-5 (concluding: (1) the assignment “is clear that the transfer is limited to lease or leases made by the grantors with H.R. Hirzel and the language is clear that it is a transfer, rather than a grant of interest[;]” (2) the language referencing the full or primary term “represents the parties’ intention that the Assignment was to be associated directly with the ‘Primary Term’ of the existing H.R. Hirzel lease[;] and (3) the provision regarding new leases was “intended to apply should the Grantees exercise their right to enter into another lease during the ‘Primary Term’ of the H.R. Hirzel lease and to apply in a situation in which the ‘Lessor, Lesse[e] or Assignee of this lease’ enter into subsequent assignment pertaining to the remaining interests in the H.R. Hirzel lease.”).4 The parties are instructed to attach a copy of the trial court’s January 25, 2016 Opinion to all future filings. Order affirmed. 4 Insofar as Appellant argues that “the parties should be given an opportunity to present extrinsic evidence to demonstrate the intent of the language used[,]” Appellant’s Brief at 17, we agree with the trial court’s conclusion that the assignment is unambiguous and such extrinsic evidence is not permitted. See Wert v. Manorcare of Carlisle PA, LLC, 124 A.3d 1248, 1259 (Pa. 2015) (holding “[p]arol evidence is only admissible to resolve ambiguities, though ambiguities may be latent and created by extrinsic or collateral circumstances. An ambiguity is present if the contract may reasonably be construed in more than one way.” (citation omitted)). -7- J. S69018/16 Judgment Entered. Joseph D. Seletyn, Esq. Prothonotary Date: 11/21/2016 -8- Circulated 10/31/2016 02:14 PM