South Penn Oil Co. v. Knox

POEEENBARGER, JUDGE,

(dÍSS61llÍng) :

As, in my opinion, the’lease has been so construed by my associates as to partially defeat the evident purposes of the parties thereto, without necessity therefor, found in the principles applicable to the interpretation and construction of deeds and contracts, I am compelled to dissent from the decision.

I find no fault with the legal proposition, giving control to a particular description over a general one, nor with the rule which denies controlling effect to a specification of quantity over calls for monuments, courses and' distances. But certain other propositions are stated in the opinion of the majority which do not seem to be sustained by the authorities. One of these, namely, that a reference in one deed to another always incorporates it therein for purposes of description, and makes it controlling, seems to have been made the decisive test. Such a reference is not always made for descriptive purposes, and is not always controlling in its effect, when it has been made for that purpose. It is only one element to be considered among others and may yield under the rule, requiring effect to be given to the instrument according to the intent of the parties as gathered from all of its parts.

■ The reference to the deed in this lease is preceded by a clause, inserted for the express purpose of describing the land. The lease does not say this reference is for the purpose of a more particular description of the premises or for any description at all. For is it coupled with any expression of intent that *371the land described in that deed should be the only land included in the lease. It seems to me, therefore, that what has been treated as the general description in the discussion of this lease, namely, the description by boundaries, may well be considered the particular description. It is the language in the lease that has been made expressly descriptive. The purpose of the other, the reference to the Whiteman deed, is not stated. It may have been put in for description and it may not. It could perform a wholly different function, — indication of the source of title. If we give it one function, we comply with the rule requiring effect to be given to every 'word in the instrument. We are not bound to give it the broadest and most extensive effect, indicated by its terms. One reasonable office is enough. White v. Bailey, 65 W. Va. 573. I do not mean to say the words, ‘Teing the same land”, could not be regarded as descriptive; hut I do assert that they were not necessarily used in that sense, or for the purpose of describing the land.

Taking that portion of the deed which has been expressly made descriptive and reading it in the light of the evident purpose of the parties, a lease of the lessor’s lands for oil and gas operations, giving to the lessor the exclusive right to operate thereon for such purposes, references found in other portions thereof to the condition of the property at the time, and specification of the quantity of land, every doubt as to the general intent to include the lots on which the buildings stood, logically and necessarily disappears. Gas and oil wells drilled on these lots in the corner of the farm would necessarily drain the oil and gas from portions of the land, admittedly covered by the lease. The lessee could never have intended any such result, nor could we reasonably impute to the lessor secret intent thus to withhold a part of what there was plain intent on the part of the lessee to obtain. There are two references in the lease to buildings. One clause provides that no well should be drilled within 300 feet of the buildings. The other secures to the lessor free gas for light and heat in “one dwelling house on said land from any gas well thereon." All the buildings owned by the lessor, except a pig sty, were on the lots. To say this reservation 'was made for the benefit or protection of a pig pen would be ridiculous. It was made for the protection of buildings, such as barns and dwelling houses, substantial structures. All of *372these were on the lots. It cannot be reasonably supposed that the grantor did not intend to jmotect the house in which she resided. Her construction of this lease would permit the lessee to drill wells within a few feet of the house in 'which she lived. If the buildings referred to were not on the leased premises, they are not protected by this reservation. If they were not on the leased premises, then there were none such to be protected. The suggestion that this clause may have been inserted for the protection of buildings that might be constructed afterwards, is, in my opinion, wholly unwarranted by any authority, and the insertion of this clause answered no purpose. A rule of interpretation, requiring effect to be given to every clause, when it is possible to do so, would be thus violated. All recitals and references in a deed, in any way descriptive of the property, are always read, interpreted and construed in the light of the state and condition of the property as it was at the time, unless some other time is expressly referred to. Martindale Convey., section 91; Barbour et als v. Tompkins, 58 W. Va. 572. To assume, in the absence of any terms indicating it, that this clause refers to buildings subsequently to be erected, is plainly violative of this principle. The same is true of the other clause, securing to the lessor gas for use in one dwelling house on said land. What land? "Said land." Could this mean anything other than the land covered by the lease ? Tlris line of argument is supplemented by the specification of the quantity of land leased, in the descriptive term "containing". This word is not capable of any significance other than déscription. Like the specification of adjoining lands, it is expressly descriptive.

The purpose of description is to afford means of identification of the subject of the grant with a reasonable degree of certainty. I know of no rule that demands such a description as will preclude every possibility of either inclusion or exclusion. What passes by a grant is a question of intent, to be derived from the manifest purposes of the instrument and the descriptive terms. There is no rule requiring accuracy of description to the limit of possibility, or designation of every, possible element thereof. It suffices to describe the land substantially, and I perceive no reason or. force in the view that the word "substantially” shall be taken to mean that the description in which it is used shall be regarded as a general and not a particular *373one, in the sense of the decisions marking the distinction. “Substantial” means in a substantial manner, embracing all that is essential. Insurance Co. v. Altheimer, 25 S. W. 1067; Cheeseman v. Hart, 42 Fed. Rep. 98, 99; Edgerton v. State, 70 S. W. 90, 91; Lineberger v. Kidwell, 104 N. C. 506; Commonwealth v. Wentworth, 118 Mass. 441-42. It seems to me the use of this word argues exactly the opposite of that which is predicated of it in the majority opinion. It signifies statements of all that is necessary to enable the lessee to identify the land. It is also used in a part of the lease that purports to be a description and could not have been intended to perform any other function; while the reference to the deed may have been intended to perform an entirely different one, as I have stated.

Admitting that the main functions of the two clauses, relating to buildings, were not descriptive, and that the minds of the parties were not directed particularly to the matter of description, when they were inserted, I think it nevertheless remains that, under the general principle I have stated, these clauses must be regarded, in so far as they relate to the condition of the property, as defining its condition at that time, and thus indicating what the terms of the demise and the description mean. The form in which the parties expressed themselves in these clauses assumes the existence of buildings then on the land. Why was that form adopted? The logical answer is, because they asserted the then condition of the property. It had buildings on it. We may reasonably and logically assume that, if these clauses were intended to relate to buildings thereafter to be erected, a different form or mode of expression would have been adopted, indicating the fact; for men seldom speak of things yet to be, as if they were existent.

It is admitted that the description by adjacent lands is capable of a construction that will place the lots at the southwest corner within the lease. As that description will bear such construction, and other portions of the lease, by their references, show assumptions in harmony therewith, and such construction is necessaty to prevent results, absurd and variant from the general purposes of the parties, disclosed by the instrument itself, read in the light of the actual state of the property, both the legal necessity and propriety of adopting it are plainly manifest.

*374The mere reference to a former deed, after having set forth a description by metes and bounds or otherwise, without indicating or stipulating the purpose of such reference, as that it was made for a more particulal description, or that it •was the intent of the grantor to convey only such land as he held under the deed referred to, is not generally regarded as having been made for the purpose of description. If no other description has been given, then of course it is regarded as having been incorporated in the deed for that purpose, under the principle, that a deed shall be so construed, if possible, as to give it effect. But, if there is another description, followed by a mere reference to a former deed, saying the land described is the same that was conveyed to a grantor by it, the prior description is regarded as the real or particular one. Its embodiment in the deed shows affirmative intent to make it-essential and real, and negatives the existence of intent to rely upon the deed referred to for description. “If, instead of containing the description of the land conveyed, the deed refers to other deeds, the description of the latter deed will by such reference become á part of the former, and has the same effect as if it had been inserted in the subsequent deed. * * But the reference to another deed will not be permitted to control the description actually contained in the subsequent deed, so as to exclude a lot or parcel of land described as a part of the subject of conveyance, and not mentioned in the deed referred to.” Tied. Real Prop. & Conv. section 605. The text from Martin-dale on Conv. section 108, relied upon in the majority opinion for the position, that a deed referred to in a subsequent deed constitutes the particular description and is always controlling, was not intended by the author to express that view. The text is very general, including not only deeds, but maps and surveys. The author did not analyze and classify the cases in which the principle is involved. Most of the decisions cited to sustain the text involve references to maps and surveys, and concern town lots. They all say that a deed referred to is incorporated in the subsequent deed by the reference, but the text does not say the description in the adopted deed must be regarded as the particular description or as having controlling effect, nor do the decisions upon which the principle is asserted so hold. The text from Tiedeman, here quoted, goes beyond *375the mere statement that a deed is incorporated by reference and deals with the value and force of the adopted, deed under various circumstances, respecting description. It says, if there is no other description in the subsequent deed, the adopted deed will be looked to for the description, and, as it is the only description available, of course it must be conclusive; but, if there is another description by metes and bounds or otherwise and then a reference to a prior deed, the description of such prior deed, although incorporated, is not regarded as the particular description, nor as being dominant and controlling in its force and effect. For the latter proposition the author does not cite many decisions, but he could have done so, .for the books abound with them. Morrow v. Willard, 30 Vt. 118; Chaplin v. Srodes, 7 Watts 410; Smith v. Sweat, 90 Me. 528; Winn v. Cabot, 18 Pick. 553; Hathorn v. Hinds, 69 Me. 326; Lovejoy v. Lovett, 124 Mass. 270; Whiting v. Dewey, 15 Pick. 428. These cases hold, not only that the description by metes and bounds is the particular description, but also that, if the lands intended to be conveyed are thereby indicated with reasonable certainty, the reference to a deed to the grantor, as covering the same land, will neither restrict nor enlarge the grant as defined by such particular description, in case' of a variance. Under such circumstances, the reference to the prior deed is deemed to have been inserted merely to indicate the source of title and not to describe the land. And this view has been adopted even in cases in which language has been employed in connection with the reference, professing, in express terms, to declare intent to convey the land acquired by the prior deed. In Daniels v. Savings Institution, 127 Mass. 534, a grant, particularly defined, was held not to have been impaired by a subsequent reference in the deed, to certain other deeds “for a full description of the said parcel of land, water rights and privileges intended to be conveyed,” though the deed referred to did not cover all that was included in the grant. In Brown v. Heard, 85 Me. 294, the court held as follows: “A clause in a deed, at the end of a particular description of the premises by metes and bounds, ‘meaning and intending to convey the same premises conveyed to me’, (by a certain deed referred to), is held to be merely a help to trace the title and does not enlarge the grant.” In these instances, the deeds, read as entireties, showed *376. clear intent to pass certain lands, as I think the lease in this case shows clear intent to demise certain lands, and the courts held that subsequent references to the deed of the grantor, for a more particular description, in the former case, and accompanied by an expression of intent to convey the premises acquired by the prior deed, in the latter, were subordinate in character, not purporting on their faces to deal directly and expressly with the matter of description, and must, therefore, be harmonized with the particular description by assigning to them a subordinate function. This, however, is not always done, for, in some instances, the particular description is uncertain and impossible of application, or does not harmonize with the general intent expressed in the deed. Then a subsequent clause, professing to sum up and express the real intention of the parties as to what shall pass by the deed, is allowed to control. Plummer v. Gould, 92 Mich. 1; Flagg v. Bean, 25 N. H. 49; Boone v. Clarke, 129 Ill. 466; Strong v. Lynn, 38 Minn. 315. In Sawyer v. Kendall, 10 Cush. 241, there was a description by metes and bounds, accompanied by a plat in a partition suit with which this description did not agree. There was also a reference to the grantor’s deed. The court found it impossible to ascertain from the description by metes and bounds what land it was intended to convey, and allowed the 'reference to the grantor’s title by partition to control', notwithstanding this, the description by metes and bounds was designated the particular description and the other the general description; and the court said the rule, giving preference to the particular description, would have to be departed from on account of the uncertainty of the particuar description. The conclusion is expressed in these words: “It is not a case, therefore, of two inconsistent descriptions, in which the general must yield to the particular, but of an uncertain and impossible description, which must be controlled by an intelligible, though general description, given by a reference to the grantor’s title by partition.”

Assuming that the particular description, unaided by anything else disclosed by the lease, signifying intent and purpose, respecting the subject matter thereof, would be susceptible of two constructions and therefore ambiguous, as to the western and southern boundaries, this ambiguity is removed by the *377assumption found in the two clauses relating to buildings, agreeing perfectely with the state of the property at the time the lease 'was made, and the specification of quantity. Certainty of intent to include these lots within the lease, ana to make the western anc) southern boundary monuments the lands of Vincent and others, such others not to include the grantor, is thus dis- • closed by the terms of the deed, as well as by the evident purposes of the lessor in executing this lease and the lessee in accepting it. Thus the particular description is made equally as certain and definite respecting the matter of boundaries, as what may be called the general description, the reference to the deed. As the lessor put in a particular description and also the inconsistent reference to the deed, the crucial question is, which shall control. The particular description having been rendered reasonably certain in the manner already stated, it may be said that this does not preclude the possibility of a different intent, in harmony with the subsequent reference; but I think it may be said, with a great deal more force, that it does not appear beyond the possibility of doubt that this subsequent reference was made for the purpose of description at all. Hence, we have conflict in the lease, considered as an entirety. How should this conflict in terms, respecting intent, be resolved ? So as to harmonize with the general purposes and intent of the parties to the instrument. This is the import and declaration of the numerous authorities already cited. It also accords'with principles declared by this Court. Chapman v. Coal & Coke Co., 54 W. Va. 193; Gibney v. Fitzsimmons, 45 W. Va. 334; Hurst v. Hurst, 7 W. Va. 299. Which construction does this? Undoubtedly the description by metes and bounds or by adjacent lands, as I have already shown. Did the lessor intend to secure protection to her buildings on the lots? To say she did not would be to impute to her reckless improvidence or pitible stupidity. Would the clause, inserted for protection of buildings, protect her residence and other buildings, not on the leased premises? Certainly not. Did the lessee intend to permit her to lease these lots to others and so expose the land within its lease to drainage? This assumption would be most unreasonable.

Moreover, the evidence discloses conduct on the part of the lessor in harmony with the interpretation I give the lease. She *378leased this land in 1904. She set up no contention for exclusion of the lots, until 1909, five years later, nor until the value of the land as oil and gas territory had become apparent. Then she executed a lease on the small lots to Knox and others, at the same time taking indemnity against damages or liability which might flow from her execution of the prior lease to the South Penn Oil Company. Subsequent conduct is admissible on the question of construction, when the written words of a-deed or lease, leave the intent of the parties in doubt. Chapman v. Coal & Coke Co., 54 W. Va. 193; Gibney v. Fitzsimmons, 45 W. Va. 334; Caperton's Admr. v. Caperlon’s Heirs, 36 W. Va. 486.