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Topic 05 · The Capstone

Title Examination Workflow

Everything so far (estates, deeds, leases, math) was practice for this: sitting down with a tract, running its title from sovereignty to today, and saying who owns what with receipts.

⏱ ~15 min readUses all four previous topicsUpdated Jun 2026

The assignment

Where examination starts

An email arrives: "We're drilling in Section 14. Find out who owns the minerals."

That's it. That's the job. Somebody is about to spend millions on a well, and before they do, they need to know (with documents, not vibes) who has the power to lease, who must be paid, and what fraction belongs to whom. Everything you've learned is about to get used at once:

Topic 01
What can be owned
Estates, severance, the five sticks: what you're tracing
Topic 02
How it moves
Deeds, reservations, descriptions, recording: the evidence
Topic 03
What's on top
Leases, HBP, savings clauses: alive or dead?
Topic 04
What it's worth
NMA and decimals: the numbers your work produces
Fig. 1 The capstone uses the whole toolkit.

The examiner's mindset, in one sentence: be a pessimist with a filing system. Assume every instrument might be the one that breaks the chain, write down everything, and let the documents (not the family's recollection, not the lease broker's spreadsheet) tell the story.

The spine of the work

Building the chain of title

A chain of title is the unbroken sequence of recorded instruments connecting the very first owner to whoever owns the land today. The first owner is the sovereign (the government) and the first link is the patent, the instrument by which public land first became private.

1902
Patent
United States → J. Hargrove · all of Section 14, surface and minerals
✓ grantee of one = grantor of the next
1948
Warranty Deed
J. Hargrove → Ada Carter · all of Section 14, no reservations
✓ links
1963
Mineral Deed
Ada Carter → Ben Carter · undivided 1/2 of the minerals : severance!
⚠ Ada dies: does the chain continue?
1971
Probate? Heirship?
Ada's remaining 1/2 must pass somehow: a will, an intestacy, an affidavit. Until you find it, the chain has a gap.
✓ links (once found)
2019
Oil & Gas Lease
Ben Carter → Apex Energy · 3/16 royalty, 3-yr primary term
Fig. 2 A chain of title: each instrument's grantee must be the next instrument's grantor, or you've found a gap.

The linking rule is beautifully simple: the grantee of one instrument must be the grantor of the next. Where that handshake fails (a deed out of someone who never took title in, an estate that never got probated) the chain is broken, and everything after the break is suspect.

Note that "instruments" means more than deeds. Wills, probate orders, divorce decrees, foreclosures, tax sales, corporate mergers: anything that can move title belongs in the chain. Death moves more mineral interests than deeds do.

"A chain of title is a genealogy where the documents are the family."

Where the records live

The abstract & the courthouse

Topic 02 told you why the county records are authoritative: constructive notice. Now the practical question: how do you actually find every instrument touching Section 14 among millions of filed documents? Two index systems:

Grantor / grantee index
Search by name, hop by hop

Most counties index by party name. You run each owner's name through the grantee index (how they got it), then the grantor index (what they did with it), building the chain one handshake at a time.

Tract index
Search by the land itself

Some counties (and most commercial title plants) index every instrument against the legal description. One lookup shows everything ever filed against Section 14: vastly faster, where it exists.

Fig. 3 Two ways into the same records. The legal description from Topic 02 is your key to both.

Out of that search comes the examiner's raw material, usually an abstract of title: a compiled, chronological set of copies of every instrument affecting the tract. Sometimes a professional abstractor builds it; increasingly, you build your own from county-clerk scans and online indexes.

Key term
Abstract of title

A chronological compilation of all recorded instruments affecting a particular tract, assembled so an examiner can review the entire record history in one sitting. The abstract is the evidence; the title opinion is the verdict.

!

Online records have limits. Many counties' digital indexes only go back a few decades: the older records still live in bound volumes at the courthouse. A "complete" online search that starts in 1985 isn't a complete search.

Write everything down

Building a runsheet

As you work through the records, you log every instrument in a runsheet: the examiner's chronological ledger of the chain. Date, parties, instrument type, recording reference, and most importantly: what it did to the ownership.

FiledInstrumentFrom → ToRec.Effect on minerals
1902PatentUSA → J. HargrovePat. 1102All of Sec. 14 into private hands
1948Warranty DeedHargrove → Ada CarterVol 89/214Fee simple, no reservations
1963Mineral DeedAda → Ben CarterVol 142/331/2 minerals severed to Ben
1971(gap)Ada Carter (deceased)none foundAda's 1/2: no probate of record
2019OGLBen → Apex EnergyDoc 2019-0457Ben's 1/2 leased, 3/16 royalty
Fig. 4 A runsheet in miniature. The flagged row is the work: Ada's half has no recorded path to a living owner.

The runsheet is where Topic 04's math happens, too: each conveyance's fraction gets tracked so that at the bottom of the sheet you can total every owner's interest and check it sums to exactly 1.000000. If it doesn't, something's wrong in the chain, not in arithmetic.

  • Log instruments you think don't matter. The "irrelevant" easement sometimes turns out to be the document that explains the gap.
  • Note what you searched, not just what you found: which indexes, which date ranges. Your search scope is part of your work product.

When the chain breaks

Common defects & curative

Almost no chain comes out clean. The recurring problems, and the standard fixes collectively called curative work:

Defect
Unprobated estate
An owner died and nothing of record passes their interest: the most common gap in mineral chains.
Cure
Probate, or heirship evidence
Open/record the probate, or establish heirs: affidavits of heirship are the everyday tool, with formal proceedings where stakes demand it.
Defect
Name variances
"J.T. Hargrove," "John Hargrove," and "John T. Hargrove Jr." Same person? The record doesn't say.
Cure
Identity affidavit
A recorded affidavit establishing the names refer to one person: cheap, routine, and it saves the next examiner the same headache.
Defect
Unreleased old lease or lien
A 1968 lease or an ancient mortgage sits on the record with no release: probably dead, but "probably" isn't title.
Cure
Release, or proof of death
Obtain and record a release, or evidence the instrument expired by its own terms (production records, lien limitations).
Defect
Broken or adverse chain
A stranger's deed in the chain, an over-conveyance, competing claims to the same fraction.
Cure
Curative deeds, or quiet title
Quitclaims and stipulations of interest from the right parties fix most of it. When parties won't sign, a quiet-title suit lets a court settle ownership.
Fig. 5 The defect → cure pairs that fill an examiner's week.
!

State law decides the details: what an heirship affidavit proves, how long an old lien survives, what marketable-title or dormant-mineral statutes clean up automatically. The defect/cure pattern is universal; the tools' exact strength varies.

The work product

Writing requirements & opinions

The examination ends in a title opinion: a formal letter stating who owns what (the ownership tables your runsheet math produced) followed by requirements: numbered instructions listing exactly what must be done before the owner list can be fully trusted.

A requirement has a rhythm: state what the record shows, say why it's a problem, and demand a specific fix:

Title opinion · Section 14 · drilling tractp. 12
Requirement No. 3: Ada Carter Estate
The records reflect that Ada Carter acquired the captioned lands in 1948 and conveyed an undivided 1/2 mineral interest in 1963. Ada Carter is believed to have died on or about 1971. No probate proceeding, heirship determination, or conveyance of record passes her remaining undivided 1/2 mineral interest.
RequirementFurnish evidence of the death of Ada Carter and a determination of her heirs or devisees, including any probate proceedings from the county of her residence, and obtain and record such instruments as are necessary to vest her remaining interest of record. In the alternative, furnish curative conveyances from all persons claiming under Ada Carter.
Fig. 6 One requirement, anatomized: what the record shows → why it matters → exactly what will satisfy the examiner.

Operators read the requirements and put landmen to work gathering the cures, and a division order title opinion later turns the cured ownership into the payment decimals from Topic 04. The loop closes: estates → deeds → leases → math → examination → back to the records, cleaner than you found them.

That's the whole craft. The rest is reps.

Test yourself

Quick gut-check

Last three of the course. Tap to check yourself.

1Your chain shows a 1985 deed from "T. Wills," but no instrument ever conveyed anything to a T. Wills. What have you found, and what's it called?
A break in the chain: a "stranger to title" conveying out without ever taking title in. Maybe an unrecorded deed, an heirship nobody documented, or a simple name variance. Until explained, everything downstream of that deed is suspect.
2Your runsheet's ownership table totals 1.0625. What does that tell you?
Somebody conveyed more than they owned (an over-conveyance) or you've mis-read a fraction ("of the minerals" vs. "of my interest," most likely). Interests must total exactly 1. The runsheet didn't fail; it did its job and caught the problem.
3Why does a title opinion include requirements instead of just refusing to approve imperfect title?
Because almost no title is perfect: the opinion's job is to make imperfect title usable. Requirements convert each defect into a concrete, satisfiable task, so the operator knows exactly what stands between "risky" and "drillable."
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