Justia Real Estate & Property Law Opinion Summaries

In August 2015, Plaintiff-appellant, TIB-The Independent Bankers Bank ("TIB"), filed a foreclosure action against Kyle Goerke, based on a mortgage executed and recorded in 2007. TIB also included claims against Kyle Goerke's brother, defendant-appellee, Joseph Goerke ("Goerke"), and several of their family members because they possessed a right of first refusal recorded in the chain of title. At the time, Goerke also possessed a second interest in the property, a mortgage recorded in 2015. Although the title report ordered by TIB reflected both of Goerke's interests, TIB only named him as a defendant in the 2015 foreclosure based on his right of first refusal--and not on his mortgage interest. Goerke, an attorney, filed an answer in the 2015 foreclosure on behalf of himself and the other family members, noting that their right of first refusal had expired. Accordingly, Goerke claimed they had been improperly named as defendants and demanded that the claims against them be dismissed with prejudice. Goerke did not assert or reference his mortgage interest in his answer. TIB complied with Goerke's demand and dismissed the claims against him and his family members with prejudice. Kyle Goerke later resolved the default, and TIB dismissed the 2015 foreclosure action. Kyle Goerke defaulted again shortly thereafter, and TIB initiated a second foreclosure action. In the 2016 foreclosure, TIB discovered Goerke's mortgage interest and named him as a defendant on that basis. Goerke filed an answer to the 2016 foreclosure, claiming TIB was barred from bringing further claims against him because TIB dismissed him with prejudice from the 2015 foreclosure. Both TIB and Goerke filed motions for summary judgment. The district court entered an order denying TIB's motion for summary judgment and a journal entry granting Goerke's motion. The Court of Civil Appeals affirmed the trial court. On certiorari, the Oklahoma Supreme Court held that Plaintiff's claim against Goerke was not barred by the doctrine of claim preclusion. View "TIB-The Independent Bankers Bank v. Goerke" on Justia Law

A group of Oklahoma landowners petitioned for a declaratory judgment and injunctive relief, claiming that the Oklahoma Turnpike Authority violated the Open Meeting Act, 25 O.S.2021, §§ 301 to 314, regarding its notice to the public of the ACCESS Oklahoma Program. Both parties sought summary judgment. The district court rendered summary judgment in the landowners' favor, finding that the Oklahoma Turnpike Authority willfully violated the Open Meeting Act. The Oklahoma Supreme Court held that the Oklahoma Turnpike Authority gave sufficient notice of the agenda items that the landowners challenged. Furthermore, the Court found that the lack of notice regarding the announcement of the ACCESS Oklahoma Program at the February 2022 meeting did not violate the Open Meeting Act because the announcement was for informational purposes only. View "Hirschfeld, et al. v. Oklahoma Turnpike Authority" on Justia Law

Plaintiff-respondent Tres C, LLC was an Oklahoma limited liability company whose members were Viola "Tincy" Cowan, her son David Cowan, her daughter Karlea Cowan Ewald, her grandson Scot Meier, and her granddaughter Marsha Bukowski. Tres C was a successor-in-interest to certain mineral interests a the 320-acre lot in Blaine County, Oklahoma, that were formerly owned by the parents of Tincy's late husband, George and Coral Cowan. In February 1955, George and Carol Cowan executed an oil and gas lease in favor of J.J. Wright (hereinafter "the Lessee") concerning those mineral interests. Under its habendum clause, the Cowan Lease would remain valid for a primary term lasting 10 years and then--so long as a producing well was drilled--for a secondary term lasting "as long thereafter as oil, gas, casinghead gas, casinghead gasoline, or any of the products covered by this lease is or can be produced." Defendants-petitioners were the Lessee's current successors-in-interest under the Cowan Lease. This appeal concerned the trial court's judgment that granted Plaintiff's petition to cancel defendant's oil and gas lease and to quiet title in its favor so that a third party could exercise the option of executing a new lease. The Court of Civil Appeals conditionally affirmed the trial court's judgment, but remanded the matter with instructions to address the noncontractual defense of obstructions, set forth in Jones v. Moore, 338 P.2d 872. The Oklahoma Supreme Court granted certiorari to address whether the trial court erred in applying a rule of law that analyzed only a 3-month window of time for assessing whether a dip in the existing well's production was a cessation of production in paying quantities such that defendants' lease expired by its own terms. On de novo review, the Court found the trial court did err insofar as it relied upon the lease's cessation-of-production clause to define the time period for assessing profitability. The Court vacated the Court of Civil Appeals' opinion, reversed the trial court's judgment, quieted title in favor of Defendants, and remanded the case for further proceedings. View "Tres C, LLC v. Raker Resources" on Justia Law

Plaintiffs-appellants filed suit in this water rights case claiming that defendants-appellees interfered with their rights by damming a stream that flowed down to plaintiffs' property. After a jury verdict in favor of defendants, plaintiffs appealed. The Oklahoma Court of Civil Appeals reversed, finding error in the jury instructions and remanded the case. The Oklahoma Supreme Court granted certiorari found no such errors, vacated the Court of Civil Appeals' decision and affirmed the trial court's denial of the motion for new trial. View "Farris v. Masquelier" on Justia Law

The Oklahoma Supreme Court retained this case to resolve a question of first impression on whether Production Tax Credits (PTCs) used to finance the building of a wind farm were "property" which could be used to determine the fair cash value of the wind farm for ad valorem taxation purposes. To this, the Court held PTCs were intangible personal property, and were not subject to ad valorem taxation pursuant to the Okla. Const. art. 10, §6 A. Because the trial court's findings regarding valuation were not otherwise against the weight of the evidence, the Supreme Court affirmed the trial court. View "Kingfisher Wind, LLC v. Wehmuller" on Justia Law

The limited issue before the Oklahoma Supreme Court in this case was whether Appellants Steve and Kaci Snow (the Snows) had standing to assert a claim for inverse condemnation against the Town of Calumet (Town), Oklahoma. Landowners sued the Town for trespass and inverse condemnation due to maintaining two municipal sewer lines across the owners' property after the expiration of two temporary easements. The town counterclaimed to quiet title. Both parties moved for summary judgment. The district court granted the landowners' motion for summary judgment on the town's quiet-title claim and granted the town's motion for summary judgment on the landowners' claims for trespass and inverse condemnation. The landowners appealed the district court's judgment on their inverse condemnation claim. The Supreme Court answered the issue presented in the affirmative. Town's temporary easements for sewer lines installed by Town on the Snows' property expired in 2010, and Town then sought perpetual easements without compensation from the Snows for the continual use and maintenance of the sewer lines. Under these facts, the Snows had standing to assert a claim for inverse condemnation. View "Snow v. Town of Calumet" on Justia Law

An automobile driven by defendant Patrick McLaughlan, struck plaintiff Jerry Harwood while Harwood was leaving his work shift and crossing the street to an employer provided parking lot. After an unsuccessful attempt to recover workers compensation benefits for his injuries, Harwood filed a lawsuit against the driver and his employer. The trial court dismissed the lawsuit against the employer for failure to state a claim upon which relief could be granted. Harwood appealed, and the Court of Civil Appeals affirmed. After review, the Oklahoma Supreme Court held that because an employer may have assumed the duty to provide a safer crosswalk for access to an employer designated parking lot, the employee pled a claim for relief which is legally possible. The trial court's dismissal was premature. View "Harwood v. Ardagh Group" on Justia Law

The Okay Public Works Authority (OPWA) appealed a jury verdict in an inverse condemnation lawsuit. The jury found that a taking occurred when OPWA installed wastewater sewer lines in a mobile home community. The Court of Civil Appeals reversed the district court's judgment holding OPWA did not possess the power of eminent domain over the installation of wastewater sewer lines. The Oklahoma Supreme Court granted certiorari, and held that the Legislature granted eminent domain power to OPWA for the transportation, delivery, treatment, and furnishing of water for domestic purposes, which included the power to install wastewater sewer lines in the mobile home community. View "Barnett v. Okay Public Works Authority" on Justia Law

Plaintiff-respondent Keely Rickard purchased the subject residential real property from the Coulimore Family Living Trust, U/A/D March 6, 2014 ("the Coulimore Trust"). Rickard later sued Defendants-petitioners Jonathan Coulimore and Elinor Coulimore, individually, and as Trustees of the Coulimore Trust, for damages from defects they failed to disclose. The Oklahoma Supreme Court granted certiorari to review a certified interlocutory order to determine whether the transaction was exempt from the Residential Property Condition Disclosure Act (RPCDA). The Court found the transaction was a transfer by a fiduciary who was not an owner occupant of the subject property in the course of the administration of a trust and, pursuant to 60 O.S.2011 section 838(A)(3), the transaction was exempt from the RPCDA. The Court therefore affirmed partial summary judgment as to the inapplicability of the RPCDA and remanded for further proceedings. View "Rickard v. Coulimore" on Justia Law

Appellee Highpointe Energy filed a quiet title action in Oklahoma against appellants the Viersens, and others. The disputed property concerned mineral interests from two different chains of title: one chain stemmed from a bankruptcy proceeding, while the other chain arose from a mortgage foreclosure proceeding and subsequent sheriff's sale. The trial court determined that the chain resulting from the foreclosure/sheriff's sale was superior to the bankruptcy chain. The Viersens appealed. The Oklahoma Supreme Court held that because the bankruptcy purchasers could secure no greater rights in the disputed property than the bankruptcy trustee held, the purchasers from the mortgage foreclosure proceeding held the superior title. View "Highpointe Energy v. Viersen" on Justia Law