Urban Fund III, LP and Urban Oil and Gas Partners C-1, LP v. Blackbeard Operating East, LLC; Blackbeard Resources, LLC; Legacy Reserves Operating LP; Legacy Reserves, LP; Revenir Energy Inc. F/K/A Legacy Reserves Inc.; Marathon Oil Company; Marathon Oil (East Texas) LP; OXY USA, Inc.; Kerr-McGee Oil & Gas Onshore LP, in Its Own Capacity and as Successor to Sun Exploration and Production Company
CourtTexas Court of Appeals, 2nd District (Fort Worth)
Date FiledAugust 27, 2026
Docket02-25-00214-CV
StatusPublished
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Full Opinion
In the
Court of Appeals
Second Appellate District of Texas
at Fort Worth
___________________________
No. 02-25-00214-CV
___________________________
URBAN FUND III, LP AND URBAN OIL AND GAS PARTNERS C-1, LP,
Appellants
V.
BLACKBEARD OPERATING EAST, LLC; BLACKBEARD RESOURCES, LLC;
LEGACY RESERVES OPERATING LP; LEGACY RESERVES, LP; REVENIR
ENERGY INC. F/K/A LEGACY RESERVES INC.; MARATHON OIL
COMPANY; MARATHON OIL (EAST TEXAS) LP; OXY USA, INC.; KERR-
MCGEE OIL & GAS ONSHORE LP, IN ITS OWN CAPACITY AND AS
SUCCESSOR TO SUN EXPLORATION AND PRODUCTION COMPANY,
Appellees
On Appeal from the 17th District Court
Tarrant County, Texas
Trial Court No. 017-337372-22
Before Sudderth C.J.; Kerr and Womack, JJ.
Memorandum Opinion by Justice Womack
MEMORANDUM OPINION
I. INTRODUCTION
This appeal centers around certain oil and gas properties and leases in
Louisiana (the Louisiana Assets). Over the last few decades, the Louisiana Assets
have changed hands many times, with the most recent purchaser being Appellants
Urban Fund III, LP and Urban Oil and Gas Partners C-1, LP (collectively, Urban).
Urban acquired the Louisiana Assets from Appellees Blackbeard Operating East, LLC
and Blackbeard Resources, LLC (collectively, Blackbeard). Blackbeardâs predecessors
to the Louisiana Assetsâa group we will collectively refer to as the Up-Chain
Defendantsâconsist of Appellees Legacy Reserves Operating LP; Legacy Reserves,
LP; Revenir Energy Inc. f/k/a Legacy Reserves Inc.;1 Marathon Oil Company;
Marathon Oil (East Texas) LP;2 Oxy USA, Inc.; and Kerr-McGee Oil & Gas Onshore
LP, in its own capacity and as successor to Sun Exploration and Production
Company.
Beginning in 2018, certain landowners in Louisiana filed several environmental
lawsuits (the Louisiana Lawsuits) against Urban, Blackbeard, and the Up-Chain
Defendants alleging damages sustained from the exploration and production of oil
and gas on the Louisiana Assets. The Up-Chain Defendants then tendered demands
1
We will collectively refer to Legacy Reserves Operating LP, Legacy Reserves,
LP, and Revenir Energy Inc. f/k/a Legacy Reserves Inc. as Legacy.
2
We will collectively refer to Marathon Oil Company and Marathon Oil (East
Texas) LP as Marathon.
2
for defense and indemnity down the chain. Those tenders were accepted all the way
down the chain to Blackbeard, who then tendered its demand for defense and
indemnity to Urban. While Urban accepted defense and indemnity for Blackbeardâs
direct liability in the Louisiana Lawsuits, it refused to defend and indemnify
Blackbeard for the amounts it had paid to defend and indemnify the Up-Chain
Defendants.
Urban later filed the underlying declaratory-judgment action seeking certain
declarations regarding the various rights and obligations of the parties under the
2018 purchase-and-sale agreement governing Blackbeardâs sale of the Louisiana
Assets to Urban (the BlackbeardâUrban PSA). Blackbeard and the Up-Chain
Defendants answered and filed their own declaratory-judgment actions regarding
Urbanâs defense and indemnity obligations. All parties moved for summary
judgment, and the trial court denied Urbanâs motion; granted Blackbeardâs and the
Up-Chain Defendantsâ respective motions; awarded Blackbeard damages and
attorneyâs fees; and awarded the Up-Chain Defendantsâ attorneyâs fees.
In three issues on appeal, Urban argues that (1) the BlackbeardâUrban PSA
does not require it to provide defense and indemnity to the Up-Chain Defendants;
(2) because Marathonâs indemnity claims against Legacy were discharged in Legacyâs
2019 bankruptcy case, any defense and indemnity obligations that Urban may owe to
Marathon or its predecessors-in-interest have been extinguished; and (3) an anti-
assignment clause in an amendment to the MarathonâLegacy PSA renders Legacyâs
3
purported attempt to transfer defense and indemnity obligations to Blackbeardâand
Blackbeardâs purported attempt to transfer such obligations to Urbanâvoid. Because
we conclude (1) that the BlackbeardâUrban PSA requires Urban to defend and
indemnify Blackbeard for all of its liabilities related to or associated with the conveyed
oil-and-gas propertiesâincluding Blackbeardâs own defense and liability obligations
to the Up-Chain Defendants; (2) that Marathonâs defense and indemnity claims were
not discharged in Legacyâs bankruptcy case and that even if they had been discharged,
Urbanâs own obligations would be unaffected; and (3) that the anti-assignment
provision in the amendment to the MarathonâLegacy PSA does not eliminate Urbanâs
obligations to defend and indemnify Blackbeard for its own obligations to defend and
indemnify the Up-Chain Defendants, we affirm the trial courtâs judgment.
II. BACKGROUND
A. Sunâs 1985 Sale to Marathon
In 1985, Sun sold certain properties that were included within the Louisiana
Assets to Marathon pursuant to a partial assignment and bill of sale (the Sunâ
Marathon PABOS). The SunâMarathon PABOS contained an indemnification
provision providing, in pertinent part, that
[Marathon] hereby agrees to assume all responsibility for said wells . . . ,
and [Marathon] agrees to protect, defend, indemnify[,] and hold [Sun]
and its employees free and harmless from and against any and all costs,
expenses, claims, demands[,] and causes of action of every kind and
character arising out of, incident to, or in connection with the above-
described leases.
4
B. Oxyâs 1994 Sale to Marathon
In 1994, Oxy sold other properties that were included within the Louisiana
Assets to Marathon pursuant to a purchase-and-sale agreement (the OxyâMarathon
PSA). The OxyâMarathon PSA contained the following indemnification provision:
[Marathon] shall defend, indemnify[,] and hold harmless [Oxy] . . . from
any and all losses, claims, demands, suits, damages, expenses, costs,
causes of action[,] or judgments of any kind or character with respect to
all liabilities and obligations or alleged or threatened liabilities and
obligations, including claims for personal injury, illness, disease,
wrongful death, damage to property, liability based on strict liability or
condition of the Properties being assigned herein . . . , and claims
. . . resulting from environmental damage or pollution which arise from,
or are attributable to, the obligations assumed by [Marathon] herein,
[Marathonâs] acts or omissions, [Oxyâs] acts or omissions with respect to
the Properties, the ownership or operation of the Properties by [Oxy] or
[Marathon] on or after the effective date, or which arise or are asserted
with respect to the Properties on or after the effective date, or which are
attributable to the ownership or operation of the Properties on or after
the said effective date by [Oxy] or [Marathon] . . . .
C. Marathonâs July 2015 Sale to Legacy
In July 2015, Marathon sold the Louisiana Assets to Legacy pursuant to a
purchase-and-sale agreement (the MarathonâLegacy PSA). The MarathonâLegacy
PSA contained the following provision regarding Legacyâs assumption of Marathonâs
liabilities:
[Legacy] assumes and hereby agrees to fulfill, perform, pay, and
discharge . . . all obligations and liabilities, known or unknown, with
respect to the Assets, regardless of whether such obligations or liabilities
arose prior to, on, or after the Effective Date, including obligations and
liabilities relating in any manner to the Material Contracts or the
condition, use, ownership, or operation of the Assets.
5
The MarathonâLegacy PSA also stated that Legacy would indemnify and defend
Marathon against losses incurred or suffered by Marathon relating to or arising out of
Legacyâs assumption of Marathonâs liabilities.
D. Legacyâs August 2015 Sale to Blackbeard
After it purchased the Louisiana Assets from Marathon, Legacy immediately
conveyed them to its wholly owned subsidiary, Akin Beene Resources, LLC. Legacy
then sold Akin Beene to Blackbeard through a membership-interest purchase-and-sale
agreement (the LegacyâBlackbeard MIPSA).
E. Blackbeardâs 2018 Sale to Urban
In 2018, Blackbeard sold the Louisiana Assets to Urban pursuant to the
BlackbeardâUrban PSA. The BlackbeardâUrban PSA contained a broad
indemnification provision.3
F. Legacyâs Bankruptcy
In June 2019, Legacy filed for Chapter 11 bankruptcy protection in the United
States Bankruptcy Court for the Southern District of Texas.
In its bankruptcy schedules, Legacy identified the MarathonâLegacy PSA as an
executory contract. Legacyâs Chapter 11 plan provided that, unless given special
treatment in the plan, âall [e]xecutory [c]ontracts or [u]nexpired [l]eases not otherwise
assumed or rejected w[ould] be deemed assumedâ as of the planâs effective date. As
3
We will discuss the BlackbeardâUrban PSA and the specific terms of its
indemnification provision in more detail later in the opinion, particularly during our
discussion of Urbanâs first issue.
6
part of the planâs solicitation, Marathon received an assumption notice identifying the
MarathonâLegacy PSA as an executory contract that would be assumed pursuant to
the plan.
In November 2019, the bankruptcy court confirmed Legacyâs Chapter 11 plan.
In accordance with the planâs terms, the confirmation order provided thatâwith
certain exceptions that did not apply to the MarathonâLegacy PSAâall executory
contracts were to be âassumed by the applicable [r]eorganized [d]ebtorâ as of the
planâs effective date. The bankruptcy case was closed in December 2020.4
G. The Louisiana Lawsuits and the Tenders of Defense and Indemnity
In 2018, the first of the Louisiana Lawsuits was filed. The plaintiffs in these
lawsuits generally alleged that their property had been negligently contaminated or
otherwise damaged by the defendantsâ oil-and-gas exploration and production
activities.
In response to the Louisiana Lawsuits, Oxy and Kerr-McGee (Sunâs successor-
in-interest) each tendered to Marathon a demand for indemnity and defense.
Marathon, in turn, tendered a demand for indemnity and defense to Legacy. Legacy
then tendered a demand for indemnity and defense to Blackbeard, who then tendered
4
In December 2022, Urban filed a motion to reopen Legacyâs bankruptcy case
to obtain the bankruptcy courtâs interpretation and enforcement of the Chapter 11
plan and the confirmation order. The bankruptcy court denied Urbanâs motion based
on its conclusion that Urban lacked standing. See generally In re Legacy Reserves Operating
LP, No. 19-33401, 2023 WL 6797776 (Bankr. S.D. Tex. Oct. 13, 2023).
7
a demand to Urban. Blackbeardâs tender to Urban sought defense and indemnity not
only for itself but also for all the Up-Chain Defendants.
H. Procedural History
In October 2022, Urban filed a declaratory-judgment action against Blackbeard
in the trial court. Urban sought certain declarations concerning the various rights and
obligations of the parties under the BlackbeardâUrban PSA. Blackbeard answered the
lawsuit and filed a counterclaim seeking a declaratory judgment that Urbanâs defense
and indemnification obligations under the BlackbeardâUrban PSA included an
obligation to defend and indemnify Blackbeard for its own defense and indemnity
obligations owed to the Up-Chain Defendants and to assume the defense of the
Louisiana Lawsuits on behalf of the Up-Chain Defendants. Blackbeard later amended
its counterclaim to seek breach-of-contract damages relating to Urbanâs
indemnification obligations. Urban subsequently brought claims against the Up-
Chain Defendants.
The parties filed cross-motions for summary judgment. The trial court denied
Urbanâs motion for summary judgment, but it granted the motions of Blackbeard,
Legacy, Marathon, Oxy, and Kerr-McGee (i.e., Sun). The trial court awarded
Blackbeard damages in the amount of $1,220,909.70 for defending itself and the Up-
Chain Defendants in the Louisiana Lawsuits, and it awarded Blackbeard $1,545,424.83
in attorneyâs fees. The trial court also awarded attorneyâs fees to Legacy, Marathon,
Oxy, and Kerr-McGee. The trial court later signed an amended final judgment
8
incorporating its various summary-judgment rulings and awards of damages and fees.
This appeal followed.
III. DISCUSSION
A. Standard of Review
In determining the applicable standard of review for a declaratory-judgment
ruling, we refer to the procedure that the trial court used to resolve the declaratory
action. See Tex. Civ. Prac. & Rem. Code § 37.010; Zurich Am. Ins. Co. v. Burlington N.
& Santa Fe Ry. Co., No. 02-23-00245-CV, 2025 WL 807496, at *5 (Tex. App.âFort
Worth Mar. 13, 2025, pet. filed) (mem. op.). Here, the parties moved for traditional
summary judgment on the same claims, so we review the propriety of the trial courtâs
denial of Urbanâs declaratory-judgment claims using the standard applicable for
reviewing a traditional summary-judgment motion. See Zurich Am. Ins. Co., 2025 WL
807496, at *5.
When both parties move for traditional summary judgment on the same claim,
we review the cross-motions de novo. Rosetta Res. Operating, LP v. Martin, 645 S.W.3d
212, 218 (Tex. 2022); MVP Fort Worth Taylor, LLC v. Roy, No. 02-23-00060-CV,
2024 WL 3529432, at *5 (Tex. App.âFort Worth July 25, 2024, no pet.) (mem. op.);
see Healy Law Offs., P.C. v. Troutmen, No. 12-24-00350-CV, 2025 WL 3724365, at *3
(Tex. App.âTyler Dec. 23, 2025, no pet.) (mem. op.). Each movant has the burden
to show that no material fact issue exists and that it is entitled to judgment as a matter
9
of law. Tex. R. Civ. P. 166a(c);5 see Rosetta Res. Operating, 645 S.W.3d at 218. We will
review each of the competing motions and responses, consider the evidence
presented by the parties, determine all questions presented, and render the judgment
the trial court should have rendered. Rosetta Res. Operating, 645 S.W.3d at 218; Nettye
Engler Energy, LP v. BlueStone Nat. Res. II, LLC, 639 S.W.3d 682, 689 (Tex. 2022).
When, as here, the trial court does not specify a basis for its order granting a
partyâs motion for summary judgment, we must affirm the order if there was any legal
basis raised in the motion that supports the judgment. Rosetta Res. Operating,
645 S.W.3d at 226â28; Sana Healthcare Carrollton, LLC v. Metrocrest Hosp. Auth., No. 02-
25-00183-CV, 2026 WL 706437, at *6 (Tex. App.âFort Worth Mar. 12, 2026, pet.
denied) (mem. op.).
B. Urbanâs First Issue
In its first issue, Urban contends that the BlackbeardâUrban PSA does not
require it to provide defense and indemnity to Blackbeard for its defense of the Up-
Chain Defendants. We disagree.
5
The Texas Supreme Court has amended Rule 166a. See Sup. Ct. of Tex., Final
Approval of Amendments to Rule 166a of the Texas Rules of Civil Procedure, Misc. Docket
No. 26-9012 (Feb. 27, 2026). But the âamendments apply only to a motion for
summary judgment filed on or after March 1, 2026,â id., so they do not apply here.
All citations to Rule 166a reference the prior version of the Rule, which continues to
govern motions for summary judgment filed before March 1, 2026.
10
1. Applicable Rules of Construction
We are to construe indemnity agreements under normal rules of contract
construction. Gulf Ins. Co. v. Burns Motors, Inc., 22 S.W.3d 417, 423 (Tex. 2000);
RKI Expl. & Prod., LLC v. Ameriflow Energy Servs., LLC, No. 02-20-00384-CV,
2022 WL 2252895, at *9 (Tex. App.âFort Worth June 23, 2022, no pet.) (mem. op.).
Our primary concern in interpreting a contract is to ascertain and give effect to the
partiesâ intent as it is expressed in the contract. Pathfinder Oil & Gas, Inc. v. Great W.
Drilling, Ltd., 574 S.W.3d 882, 888 (Tex. 2019); Seagull Energy E & P, Inc. v. Eland
Energy, Inc., 207 S.W.3d 342, 345 (Tex. 2006). To achieve this objective, âcourts
should examine and consider the entire writing in an effort to harmonize and give
effect to all the provisions of the contract so that none will be rendered meaningless.â
Valence Operating Co. v. Dorsett, 164 S.W.3d 656, 662 (Tex. 2005). We should âafford
contract language its plain, grammatical, and ordinary meaning unless doing so âwould
clearly defeat the partiesâ intentionsâ or the instrument shows the parties used the
terms in a different or technical sense.â Nettye Engler Energy, LP, 639 S.W.3d at 690
(quoting Barrow-Shaver Res. Co. v. Carrizo Oil & Gas, Inc., 590 S.W.3d 471, 479 (Tex.
2019)).
2. Analysis
Application of the above-referenced construction rules to the Blackbeardâ
Urban PSA leads to the inexorable conclusion that Urban contractually agreed to
defend and indemnify Blackbeard against all of Blackbeardâs obligations related to or
11
associated with the Louisiana Assetsâincluding Blackbeardâs defense and indemnity
obligations to the Up-Chain Defendants.
Under the BlackbeardâUrban PSA, Urban agreed to
assume and be responsible for, . . . pay on a current basis, and . . .
defend[], indemnif[y], hold[] harmless[,] and forever release[]
[Blackbeard] . . . from and against any and all Liabilities, whether or not
relating to Third[-]Party Claims or incurred in the investigation or
defense of any of the same . . . arising from, based upon, related to[,] or
associated with . . . the Assumed Obligations.
The agreement broadly defines âLiabilitiesâ as
any and all claims, obligations, causes of action, payments, charges,
judgments, assessments, liabilities, losses, damages, penalties, fines, costs,
and expenses, including any attorneysâ fees, legal or other expenses
incurred in connection therewith, including liabilities, costs, losses and
damages for personal injury, death, property damage, or environmental
damage.
And it defines âAssumed Obligationsâ as
all obligations and Liabilities, known or unknown, arising from, based
upon, related to[,] or associated with the Conveyed Interests, regardless
of whether such obligations or Liabilities arose prior to, at[,] or after the
Effective Time, other than any obligations or Liabilities to the extent
that they are Retained Obligations.
It is undisputed that the term âConveyed Interestsââwhich includes oil-and-gas
leases, the lands covered by those leases, and oil-and-gas wellsâencompasses the
properties at issue in the Louisiana Lawsuits.
Thus, Urban agreed to âassume and be responsible for, . . . pay . . . , and . . .
defend[], indemnif[y], hold[] harmless[,] and forever release[] [Blackbeard] . . . from
and against any and allâ âclaims, obligations, causes of action, . . . liabilities, . . .
12
damages, . . . costs, and expensesâ âarising from, based upon, related to[,] or
associated withâ the Conveyed Assets, âincluding any attorneysâ fees, legal [expenses,]
or other expenses incurred in connection therewith, including liabilities [and]
costs . . . for . . . environmental damage.â Under any reasonable interpretation of this
broad, sweeping language, Blackbeardâs obligations to defend and indemnify the Up-
Chain Defendants in connection with the Louisiana Lawsuitsâwhich, at a minimum,
are ârelated to or associated withâ the Conveyed Assetsâconstitute Liabilities that
Urban has agreed to âassume,â âbe responsible for,â and âpay.â See Walgreens v.
McKenzie, 713 S.W.3d 394, 400 (Tex. 2025) (characterizing ârelates toâ as âthe
broadest connective languageâ); Johnson v. Windsong Ranch Cmty. Assân, No. 02-23-
00385-CV, 2024 WL 725523, at *6 n.10 (Tex. App.âFort Worth Feb. 22, 2024, no
pet.) (mem. op.) (recognizing that the phrase âassociated withâ carries a âbroad
scopeâ). To avoid this seemingly inescapable conclusion, Urban relies upon two
primary arguments.
First, Urban argues that it has no duty to defend or indemnify the Up-Chain
Defendants because the BlackbeardâUrban PSAâs language makes clear that âthe only
party . . . who is entitled to receive defense or indemnity from Urban is Blackbeard.â
While Urbanâs assertion that it owes defense and indemnity duties only to Blackbeard
is correct as far as it goes,6 its party-focused argument misses the point. None of the
6
Section 13.3 of the BlackbeardâUrban PSA provides that Urban shall defend
and indemnify Blackbeard âand its Affiliates, and all of its and their respective
stockholders, partners, members, directors, officers, managers, employees, attorneys,
13
Up-Chain Defendants has sought defense or indemnity directly from Urban; rather,
each entity in the Louisiana Assetsâ chain of title has tendered its defense and
indemnity demand to its immediate transferee. As Blackbeard is the only party
seeking defense and indemnity from Urban, the fact that Urban does not owe any
defense or indemnity duties directly to the Up-Chain Defendants is of no moment.
Because Urban is obligated to defend and indemnify Blackbeard for its Liabilities
related to or associated with the conveyed oil-and-gas propertiesâincluding
Blackbeardâs own defense and liability obligations to the Up-Chain Defendantsâand
because Blackbeard, honoring its own defense and liability obligations, has paid the
Up-Chain Defendantsâ defense costs, Urban must reimburse Blackbeard for those
defense costs.7
consultants, agents, and representatives.â And Section 15.11 clarifies that
â[n]otwithstanding anything contained in [the BlackbeardâUrban PSA], nothing in
th[e] [a]greement, expressed or implied, is intended to confer on any Person other
than the Parties or their respective successors and assigns, or the Partiesâ respective
related Indemnified Parties hereunder any rights, remedies, obligations[,] or Liabilities
under or by reason of th[e] [a]greement.â
7
Within the framework of its broader party-focused argument, Urban, relying
on this courtâs decision in Nabors Drilling USA, L.P. v. Encana Oil & Gas (USA), Inc.,
No. 02-12-00166-CV, 2013 WL 3488152 (Tex. App.âFort Worth July 11, 2013, pet.
denied) (mem. op.), contends that the BlackbeardâUrban PSA lacks sufficient
language to make Urban liable for Blackbeardâs defense and indemnity obligations to
the Up-Chain Defendants. But Nabors does not support this contention. In Nabors,
we held that certain contractual claims brought by Encanaâs subcontractors fell
outside the scope of a narrow indemnification provision requiring Nabors to defend
and indemnify Encana for any claims asserted by a Nabors employee for bodily injury.
Id. at *3â5. In so holding, we noted that â[a] plain reading of the contracts d[id] not
conclusively reveal an intention by the parties that extra-contractual
liabilities . . . [could] be passed throughâ to Nabors and that âwe [could not] expand
14
Second, Urban argues that it is not required to cover Blackbeardâs defense and
indemnity obligations to the Up-Chain Defendants because they constitute âRetained
Obligationsâ as that term is defined in the BlackbeardâUrban PSA. The Blackbeardâ
Urban PSA provides that Blackbeard is responsible for paying all Retained
Obligations, which include all Liabilities âarising from, based upon, related to[,] or
associated withâ the âExcluded Assets,â a defined term that includes âany Excluded
Information.â Because (1) Excluded Information includes âany contracts . . . whose
change in ownership or transfer is prohibited or subjected to a payment of a fee or
other consideration by an agreement with a Third Party . . . and for which no consent
to transfer has been receivedâ; (2) the OxyâMarathon PSA, the MarathonâLegacy
PSA, and the LegacyâBlackbeard MIPSA (collectively, the Up-Chain Agreements)
each include language prohibiting their assignment without consent; and (3) Oxy,
Marathon, and Legacy had not consented to any assignments to Urban before the
BlackbeardâUrban PSA was signed, Urban asserts that the Up-Chain Agreements
meet the definition of Excluded Information and therefore are Excluded Assets.8
the contractual language beyond the contractâs express language.â Id. at *5. However,
unlike the contracts at issue in Nabors, the BlackbeardâUrban PSA contains indemnity
language that is clearly broad enough to require Urban to cover Blackbeardâs defense
and indemnity obligations to the Up-Chain Defendants. Thus, the situation presented
here is not one in which a party seeks to pass through âextra-contractual liabilitiesâ
under an indemnity clause; rather, Blackbeard merely seeks defense and indemnity for
liabilities that fall within the indemnity languageâs broad scope.
8
Urban argues that Blackbeardâs failure to list the Up-Chain Agreements as
âMaterial Contractsâ in the BlackbeardâUrban PSA supports the conclusion that the
parties intended to exclude them from Urbanâs Assumed Obligations. But as
15
This argument is based on the faulty premise that Urbanâs defense and
indemnity obligations arise from the Up-Chain Agreements and are owed directly to
the Up-Chain Defendants, but as explained above, these obligations arise from the
BlackbeardâUrban PSA itself and are owed only to Blackbeard. Blackbeard never
purported to assign or transfer to Urban its contractual obligations to defend and
indemnify the Up-Chain Defendants. Instead, Blackbeard entered into a separate
agreement with Urbanâthe BlackbeardâUrban PSAâwhereby Urban agreed to act
as Blackbeardâs surety in carrying out those obligations. And Marathon and Legacy
proceeded in like fashion; neither purported to assign their respective defense and
indemnity obligations when divesting the Louisiana Assets; rather, their respective
transferees agreed to act as their sureties in fulfilling their up-chain obligations. The
chain of demands and tendersâin which each Up-Chain Defendant has asserted its
defense and indemnity rights against its immediate transferee, not directly against
Urbanâbears this out. Because none of the Up-Chain Defendants has
âtransfer[red]â or â[ex]change[d] . . . ownershipâ of its respective Up-Chain
Blackbeard explained in its briefing, a contract was only considered âmaterialâ if it
was âreasonably expectedâ to result in payments of at least $250,000 in a single year.
When the parties executed the BlackbeardâUrban PSA, the only pending Louisiana
Lawsuit was Smith v. Marathon Oil Company. Because Blackbeard had agreed to retain
all liabilities and obligations relating to the Smith case and because nothing in the
record suggests that Blackbeard should have reasonably anticipated the filing of the
other Louisiana Lawsuits, there was no reason for Blackbeard to believe that the Up-
Chain Agreements met the materiality threshold at the time that the Blackbeardâ
Urban PSA was executed. Thus, Blackbeardâs failure to list the Up-Chain Agreements
as Material Contracts does not support Urbanâs proposed construction of the partiesâ
agreement.
16
Agreement and instead has merely sought to assert its defense and indemnity rights
against the party with whom it contracted, the Up-Chain Agreements do not fall
within the definition of Excluded Information.9
Further, if the parties had wished to exclude Blackbeardâs defense and
indemnity obligations to the Up-Chain Defendants from the Assumed Obligations,
they could have easily done so in a straightforward manner instead of relying on a
byzantine chain of defined terms rooted in the obscure, technical definition of
Excluded Information. Indeed, they did just that with regard to Blackbeardâs
liabilities pertaining to the first of the Louisiana Lawsuits to be filed: Smith v. Marathon
Oil Company. The BlackbeardâUrban PSA clearly lists the âLiabilities of [Blackbeard]
that are caused by or arise fromâ the Smith lawsuit as Retained Obligations. The
9
As Marathon and Blackbeard pointed out in their briefing, the associated-
words canon supports the conclusion that the Up-Chain Agreements do not
constitute Excluded Information as defined in the BlackbeardâUrban PSA. Under
this canon, associated words bear on each otherâs meaning and are âknown by the
company they keep.â Headington Royalty, Inc. v. Finley Res., Inc., 623 S.W.3d 480, 492
(Tex. App.âDallas 2021), affâd 672 S.W.3d 332 (Tex. 2023); see Greater Hous. PâShip v.
Paxton, 468 S.W.3d 51, 61 (Tex. 2015) (âThe canon of . . . construction known as
noscitur a sociisââit is known by its associatesââholds that the meaning of a word or
phrase, especially one in a list, should be known by the words immediately
surrounding it.â). The BlackbeardâUrban PSA defines Excluded Information as
including âany contracts, books, records, files, maps, information, data, software and
licenses . . . , or copies thereof, whose change in ownership or transfer is prohibited or
subjected to payment of a fee or other consideration by an agreement with a Third
Party . . . and for which no consent to transfer has been received.â All the listed
terms surrounding the word âcontractsâ refer to informational assets and licensing
agreements. This suggests that the contracts falling under the definition of Excluded
Information are those that grant access to information or the right to use certain
proprietary software, not chain-of-title documents like the Up-Chain Agreements.
17
straightforward exclusion of the Smith-lawsuit liability from the Assumed Obligations
militates against the notion that the parties would exclude Blackbeardâs defense and
indemnity obligations to the Up-Chain Defendants in the tortuous, convoluted
manner suggested by Urban.
Moreover, Urbanâs proposed construction of the BlackbeardâUrban PSAâ
that every contract with an unreceived consent constitutes Excluded Information and,
thus, an Excluded Assetâwould render Section 5.5(b) of the agreement meaningless,
an interpretive outcome forbidden by Texas law. See J.M. Davidson, Inc. v. Webster,
128 S.W.3d 223, 229 (Tex. 2003); Doe v. Tex. Assân of Sch. Bds., Inc., 283 S.W.3d 451,
458 (Tex. App.âFort Worth 2009, pet. denied). Section 5.5(b) specifically addresses
âRequired Consentsâ; delineates which consents are, in fact, required; and specifies
whether a Conveyed Interest subject to such consent is included in the sale
(depending on whether or not the consent in question is a âRequired Consentâ and
whether the consent is subsequently obtained within a short period after the closing
of the sale). Because Urbanâs proposed interpretation of the BlackbeardâUrban PSA
would render Section 5.5(b) nugatory and effectively read it out of the agreement, it
violates the principles of contract construction. See David v. Howeth, No. 02-20-00078-
CV, 2020 WL 6165298, at *10 (Tex. App.âFort Worth Oct. 22, 2020, pet. denied)
(mem. op.).
We overrule Urbanâs first issue.
18
C. Urbanâs Second Issue
In its second issue, Urban contends that because Marathonâs indemnity claims
against Legacy were discharged in Legacyâs 2019 bankruptcy case, Blackbeardâs
acceptance of Legacyâs defense and indemnity claim on Marathonâs behalf was
voluntary and did not compel Urban to indemnify Blackbeard for the defense costs
incurred by Marathon or its predecessors-in-interest, Sun and Oxy. In other words,
Urban asserts that Legacyâs bankruptcy discharge effectively cut off the defense-and-
indemnity chain at Legacyâs level.10 We disagree.
Urbanâs argument that Marathonâs defense and indemnity claims against Legacy
have been discharged betrays a fundamental misunderstanding of applicable
bankruptcy law. According to Urban, because the MarathonâLegacy PSA was
executed prior to the commencement of Legacyâs bankruptcy case, Marathonâs
defense and indemnity claims arose prepetition and were therefore discharged. But
Urbanâs oversimplified analysis ignores the effect of Legacyâs assumption of the
MarathonâLegacy PSA. See 11 U.S.C. §§ 365(a) (authorizing a trustee to âassume or
reject any executory contract . . . of the debtorâ), 1107(a) (providing that a Chapter 11
debtor-in-possession has âall the rights . . . and powers . . . of a trusteeâ). Because
Legacy assumed the MarathonâLegacy PSA, the defense and indemnification
Because Legacyâs personal liability for any claims asserted in the Louisiana
10
Lawsuits would have been discharged in its bankruptcy case, Urban essentially argues
that Legacyâs bankruptcy discharge cut off the defense-and-indemnity chain at
Blackbeardâs level.
19
obligations arising from that agreement were not discharged and instead became
Legacyâs post-confirmation obligations. See In re Sandridge Energy, Inc., No. 16-32488,
2025 WL 1490539, at *11 (Bankr. S.D. Tex. May 23, 2025) (âWhen [the debtor]
assumed the [i]ndemnification [o]bligations through its plan, they became [its] post-
confirmation obligations.â); see also 2 William L. Norton III, Norton Bankr. L. & Prac.
3d § 46:27 (2026) (â[I]n a . . . Chapter 11 . . . case, an assumed obligation is a
postpetition obligation that is not discharged, and which therefore continues to be an
obligation of the reorganized debtor.â). Thus, Urbanâs contention that Marathonâs
defense and indemnity claims have been discharged is simply incorrect.11
11
In its reply brief, Urban cites two cases to support its contention that
âLegacyâs âassumptionâ of the 2015 Marathon[â]Legacy PSA is irrelevant,â but neither
is on point. First, Urban cites Matter of German Pellets Louisiana, L.L.C., 91 F.4th 802,
809 (5th Cir. 2024), but this case did not involve the debtorâs assumption of an
agreement obligating it to provide defense and indemnity to the contracting party;
indeed, it did not address assumption or rejection issues at all. Thus, it is inapposite.
Second, Urban cites NCL Corporation v. Lone Star Building Centers (Eastern), Inc.,
144 B.R. 170, 178â80 (S.D. Fla. 1992), for the proposition that âwhen a debtor
assumes [a] contract, only post-assumption rights and obligations are assumed, and
obligations arising pre-assumption are not assumed.â But Urban overstates and
oversimplifies NCLâs holding. In NCL, the debtor had leased certain property on
which hazardous substances had been released. Id. at 172â73. During the debtorâs
bankruptcy case, the lease had been assumed and had ultimately been assigned to
NCL. Id. at 173. NCL sued the landlord to recover the costs that it had incurred, and
would continue to incur, in cleaning up the contamination; the landlord countersued.
Id. at 172. NCL moved to dismiss the landlordâs counterclaims on the grounds that
they had been discharged in the debtorâs bankruptcy case. Id. at 174. The landlord
argued that its claims had not been discharged because, among other things, the
bankruptcy trustee had assumed the debtorâs lease, which required the debtor âto
comply with all legal and regulatory requirements and indemnify [the landlord] for its
failure to comply with its lease obligations.â Id. at 178. According to the landlord,
because the debtor had been in default for failing to comply with state and federal
regulations at the time the lease was assumed, the debtor had assumed these defaults
20
Further, even if Marathonâs claims had been discharged, Urban could not
benefit from that discharge. âThe discharge of a debt does not eliminate the debt[;] it
just eliminates the debtorâs personal liability on the debt.â Legacy Reserves Operating LP,
2023 WL 6797776, at *4 (citing In re Edgeworth, 993 F.2d 51, 53 (5th Cir. 1993)).
Moreover, a discharge generally âdoes not affect the liability of any other entity
on . . . [the discharged] debt.â 11 U.S.C. § 524(e). Thus, a bankruptcy discharge
protects debtors but not their third-party insurers or indemnitors. See Legacy Reserves
Operating LP, 2023 WL 6797776, at *4; see also Edgeworth, 993 F.2d at 54 (explaining
that it does not make âsense to allow an insurer to escape coverage for injuries caused
by its insured merely because the insured receives a bankruptcy dischargeâ and that
â[t]he âfresh-startâ policy is not intended to provide a method by which an insurer can
escape its obligations based simply on the financial misfortunes of the insuredâ
and had passed them on to NCL when it assigned the lease. Id. The district court
rejected this argument because a trustee is required to cure any defaults at the time of
assumption and because, despite having received notice of the proposed assumption,
the landlord had neither objected nor asserted any defaults. Id. at 179. But unlike in
NCL, there is nothing in the record in this case to suggest that Legacy had defaulted
on its defense and indemnity obligations to Marathon at the time that it assumed the
MarathonâLegacy PSA or that it failed to cure any such defaults. Indeed, as Urban
acknowledges, Marathon had not even tendered its defense and indemnity demand to
Legacy prior to the assumption date. At the time Legacy assumed the Marathonâ
Legacy PSA, only two of the Louisiana Lawsuits had been filed, and Urban has
pointed to no evidence showing that Marathonâs defense and indemnity claims had
become fixed and certainâor that Legacy had failed to pay any such fixed and certain
amountsâas of the assumption date. See Noble Energy, Inc. v. ConocoPhillips Co.,
532 S.W.3d 771, 777â78 (Tex. 2017) (â[A] claim based on a contract that provides
indemnification from liability does not accrue until the indemniteeâs liability becomes
fixed and certain.â (quoting Ingersoll-Rand Co. v. Valero Energy Corp., 997 S.W.2d 203,
205 (Tex. 1999))).
21
(quoting In re Jet Florida Sys., Inc., 883 F.2d 970, 975 (11th Cir. 1989))). As the
bankruptcy court noted when it denied Urbanâs motion to reopen Legacyâs
bankruptcy case, âIt would be inequitable to allow an indemnitor, Urban, to escape
coverage for liability incurred by its indemnitees, Blackbeard and Legacy, merely
because Legacy[] received a bankruptcy discharge.â Legacy Reserves Operating LP,
2023 WL 6797776, at *4 (citing Edgeworth, 993 F.2d at 54).
In sum, Marathonâs defense and indemnity claims were not discharged in
Legacyâs bankruptcy case, and even if they had been discharged, Urbanâs own
obligations would be unaffected.
We overrule Urbanâs second issue.
D. Urbanâs Third Issue
In its third issue, Ur