Berry v. Society of Saint Pius X

81 Cal. Rptr. 2d 574, 69 Cal. App. 4th 354, 99 Cal. Daily Op. Serv. 583, 99 Daily Journal DAR 653, 1999 Cal. App. LEXIS 42
CourtCalifornia Court of Appeal
DecidedJanuary 20, 1999
DocketB117060
StatusPublished
Cited by16 cases

This text of 81 Cal. Rptr. 2d 574 (Berry v. Society of Saint Pius X) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Berry v. Society of Saint Pius X, 81 Cal. Rptr. 2d 574, 69 Cal. App. 4th 354, 99 Cal. Daily Op. Serv. 583, 99 Daily Journal DAR 653, 1999 Cal. App. LEXIS 42 (Cal. Ct. App. 1999).

Opinion

Opinion

KLEIN, P. J.

Plaintiff and appellant Reverend Eugene R. Berry (Berry) appeals a judgment following a grant of summary judgment in an unlawful detainer action in favor of defendants and respondents Society of Saint Pius X (the Society), Reverend Peter Scott (Scott), Reverend Paul Tague (Tague) and Reverend Charles Ward (Ward) (collectively, defendants or the Society).

Berry claims he is entitled to possession of the disputed church properties and to oust defendants from the premises because he was duly appointed by his predecessor to serve as pastor of the subject religious entity, which holds title to its property as a corporation sole. (Corp. Code, §§ 10000-10015.) 1

We conclude an amendment to the corporate articles giving an incumbent pastor the power to appoint a successor was invalid because the amendment *358 was not duly authorized by the “religious organization” governed by the corporation. (§ 10010.) Therefore, Berry’s appointment was ineffective and Berry has no right to possession thereunder. As a result, the grant of summary judgment in favor of defendants was proper.

Factual and Procedural Background

1. Overview.

The subject church real property consists of two church edifices and two residences. The underlying dispute among Berry, the defendant priests and the church parishioners, has to do with the internal governance of a church, the mode of succession to the office of pastor, and the right to control the church property. Berry was unable, within the confines of the church, to resolve these issues in his favor. Berry then sought the assistance of the civil courts by filing this unlawful detainer action to oust the defendant priests and to gain control over the church property.

As recognized by the trial court herein, courts are constitutionally barred from intervening in property disputes where the rights of the parties depend on questions of church dogma or doctrine. (Gipe v. Superior Court (1981) 124 Cal.App.3d 617, 628 [177 Cal.Rptr. 590].) Consequently, the trial court endeavored to resolve this matter within the narrow limits of “neutral principles of law.” The governing neutral principles of law are found in the statutory scheme dealing with corporations sole in California, the instant articles of incorporation and amendments thereto, as well as in the pertinent case law, sparse though it may be.

2. The formation of the corporation sole, amendments to corporate articles and the controversy over succession.

The Saint Pius V Apostolate of California (Apostolate), an entity independent of the Los Angeles Archdiocese, practices Roman Catholicism as it existed before Vatican II. In 1976, Father Charles Donahue (Donahue), as pastor of the Apostolate, organized a corporation sole and filed articles of incorporation with the Secretary of State. Title to the Apostolate’s real property was in the name of “Pastor, Saint Pius V Apostolate of California, a Corporation Sole.” Thus, the individual who serves as pastor also holds the office of corporation sole.

Article VI of the original articles of incorporation provided that a vacancy in the office of the pastor would be filled by “appointment of the presiding Archbishop following the canons of the Roman Catholic Church.”

*359 In 1978, Donahue filed a certificate of amendment of the articles of incorporation with the Secretary of State. The document provided in relevant part: “Article VI is amended by striking out all of the present Article and inserting in lieu thereof the following language: flj] ‘The manner in which a vacancy occurring in the office of the Pastor is required by the rules of the . . . Apostolate ... to be filled is as follows: By appointment of his Excellency, Archbishop Marcel Lefebvre, the Superior General of the Society of Saint Pius X, or his successor in that office as Superior General, following the canons of the Roman Catholic Church.’ ”

In 1983, Donahue filed another certificate of amendment, again amending Article VI. The 1983 amendment is the focus of our inquiry. In this certificate of amendment, Donahue “certifie[d]: ‘1. That he is Pastor, Saint Pius V Apostolate of California, a Corporation Sole, and sole incorporator, [ft] 2. That he hereby adopts the following amendment of the Articles of Incorporation of said corporation, which have been duly authorized by the . . . Apostolate . ... 00 A. Article VI is amended by striking out all of the present Article and inserting in lieu thereof the following language; [f] The manner in which a vacancy occurring in the office of the Pastor is required by the rules of the . . . Apostolate . . . to be filled is as follows: 0Q A. By written appointment made by the incumbent pastor during his tenure of office, . . ” (Italics added.)

On June 1, 1987, Donahue allegedly executed a document “nominating] and appointing] Rev. Father Eugene Berry presently residing in Aurora, Colorado, in the event of my demise ... as my successor as Pastor [of the] . . . [Apostolate] . . . , a Corporation Sole, . . ,” 2

On December 23, 1995, Donahue, the incumbent corporation sole, died.

The dispute arose the following year when Berry sought to take possession of the church properties. On September 10, 1996, Berry served defendants with a 30-day notice to quit. They refused to comply.

On September 22, 1996, the parishioners, by a vote of 135 to 6 purportedly adopted a bylaw providing that their pastor and corporation sole would be selected by majority vote.

*360 On October 13, 1996, in a monitored election, the parishioners purportedly elected defendants their pastor and corporation sole by a vote of 102 to 1. 3

Berry then commenced this “unlawful detainer” proceeding, seeking to oust the defendants. 4

3. The proceedings.

On October 15, 1996, Berry filed a municipal court complaint for unlawful detainer and forcible detainer against the Society and the three individual priests, Fathers Scott, Tague and Ward. The complaint alleged Berry was entitled to possession of the properties and defendants had refused to vacate the premises after being served with a 30-day notice to quit. Berry sought an eviction and damages for the holdover period.

The defendants answered and asserted various affirmative defenses, including the fact that they had pending a complaint in the Los Angeles Superior Court seeking relief based on the same underlying facts. The matter subsequently was transferred to the superior court.

a. Denial of Berry’s motion for summary judgment.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Diocese of San Joaquin v. Gunner
246 Cal. App. 4th 254 (California Court of Appeal, 2016)
Sapp v. Super. Ct. CA2/1
California Court of Appeal, 2014
Moriarty v. Laramar Mgmt. Corp.
California Court of Appeal, 2014
Moriarty v. Laramar Management CA1/2
224 Cal. App. 4th 125 (California Court of Appeal, 2014)
Roman Catholic Bishop v. Bowen
219 Cal. App. 4th 484 (California Court of Appeal, 2013)
Martin-Bragg v. Moore
California Court of Appeal, 2013
Martin-Bragg v. Moore CA2/1
219 Cal. App. 4th 367 (California Court of Appeal, 2013)
New v. Kroeger
167 Cal. App. 4th 800 (California Court of Appeal, 2008)
CENTRAL COAST BAPTIST ASS'N v. First Baptist Church
65 Cal. Rptr. 3d 100 (California Court of Appeal, 2007)
Central Coast Baptist Ass'n v. First Baptist Church of Las Lomas
171 Cal. App. 4th 822 (California Court of Appeal, 2007)
In Re Episcopal Church Cases
61 Cal. Rptr. 3d 845 (California Court of Appeal, 2007)
Singh v. Singh
9 Cal. Rptr. 3d 4 (California Court of Appeal, 2004)
CHURCH OF CHRIST IN HOLLYWOOD v. Superior Court
121 Cal. Rptr. 2d 810 (California Court of Appeal, 2002)

Cite This Page — Counsel Stack

Bluebook (online)
81 Cal. Rptr. 2d 574, 69 Cal. App. 4th 354, 99 Cal. Daily Op. Serv. 583, 99 Daily Journal DAR 653, 1999 Cal. App. LEXIS 42, Counsel Stack Legal Research, https://law.counselstack.com/opinion/berry-v-society-of-saint-pius-x-calctapp-1999.