John C. and Bonnie C., a married couple, individually and as conservators and guardians of their adopted son, Z.S.C., a protected person, and Jackie Lee Spencer and Phyllis Ann Spencer, a married couple v. Mark E. Brennan, in his capacity as Bishop of the Diocese of Wheeling-Charleston, and the Catholic Diocese of Wheeling-Charleston

CourtIntermediate Court of Appeals of West Virginia
DecidedMay 1, 2026
Docket25-ICA-183
StatusUnpublished

This text of John C. and Bonnie C., a married couple, individually and as conservators and guardians of their adopted son, Z.S.C., a protected person, and Jackie Lee Spencer and Phyllis Ann Spencer, a married couple v. Mark E. Brennan, in his capacity as Bishop of the Diocese of Wheeling-Charleston, and the Catholic Diocese of Wheeling-Charleston (John C. and Bonnie C., a married couple, individually and as conservators and guardians of their adopted son, Z.S.C., a protected person, and Jackie Lee Spencer and Phyllis Ann Spencer, a married couple v. Mark E. Brennan, in his capacity as Bishop of the Diocese of Wheeling-Charleston, and the Catholic Diocese of Wheeling-Charleston) is published on Counsel Stack Legal Research, covering Intermediate Court of Appeals of West Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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John C. and Bonnie C., a married couple, individually and as conservators and guardians of their adopted son, Z.S.C., a protected person, and Jackie Lee Spencer and Phyllis Ann Spencer, a married couple v. Mark E. Brennan, in his capacity as Bishop of the Diocese of Wheeling-Charleston, and the Catholic Diocese of Wheeling-Charleston, (W. Va. Ct. App. 2026).

Opinion

IN THE INTERMEDIATE COURT OF APPEALS OF WEST VIRGINIA

FILED JOHN C. AND BONNIE C., a married couple, individually May 1, 2026 and as conservators and guardians of their adopted son, ASHLEY N. DEEM, CHIEF DEPUTY CLERK Z.S.C., a protected person, and JACKIE LEE SPENCER INTERMEDIATE COURT OF APPEALS and PHYLLIS ANN SPENCER, a married couple, OF WEST VIRGINIA Plaintiffs Below, Petitioners v.) No. 25-ICA-183 (Cir. Ct. of Monongalia Cnty. Case No. CC-31-2020-C-159)

MARK E. BRENNAN, in his capacity as

Bishop of the Diocese of Wheeling-Charleston, and the CATHOLIC DIOCESE OF WHEELING-CHARLESTON, Defendants Below, Respondents

MEMORANDUM DECISION

Petitioners appeal three orders entered by the Circuit Court of Monongalia County: two orders entered on December 26, 2024, and a third order entered on April 10, 2025. The first December 26, 2024, order (“Summary Judgment Order’) granted six motions for either partial or complete summary judgment filed by Respondents Mark E. Brennan! and the Catholic Diocese of Wheeling-Charleston (“Diocese”) and denied petitioners’ renewed motion for partial summary judgment. The second December 26, 2024, order (“Motions Order”) addressed petitioners’ four motions for judicial notice and three motions to compel, with the court either denying the motion or holding its ruling in abeyance. The April 10, 2025, order denied petitioners’ request for relief from the Summary Judgment and Motions orders. Respondents filed a response.” Petitioners filed a reply.

This Court has jurisdiction over this appeal pursuant to West Virginia Code § 51- 11-4 (2024). After considering the parties’ arguments, the record on appeal, and the applicable law, this Court finds no substantial question of law and no prejudicial error. For these reasons, a memorandum decision affirming the circuit court’s orders is appropriate under Rule 21 of the West Virginia Rules of Appellate Procedure.

! Bishop Brennan is the present Bishop of the Diocese. According to the Summary Judgment Order, Bishop Brennan was added to the litigation as nominal party on February 8, 2022, due to his ecclesial capacity as a successor to prior Diocese bishops.

* Petitioners are represented by Charles J. Crooks, Esq. Respondents are represented by James C. Gardill, Esq., Richard N. Beaver, Esq., Edward M. George III, Esq., Brent P. Copenhaver, Esq., and Timothy R. Linkous, Esq.

1 This case centers on John C.? and Mr. Spencer who were undisputedly switched at birth. The circuit court found that the following facts are not in dispute.

John C. and Mr. Spencer were both born on August 29, 1942, at St. Joseph’s Hospital (“Hospital”) in Buckhannon, West Virginia. According to John C.’s birth certificate, he was born at 5:30 p.m. and delivered by Dr. R.G. Cutright. Mr. Spencer was born at 7:50 p.m. and delivered by Dr. L.W. Deeds. Following their births, John C. and Mr. Spencer were misidentified at the Hospital and subsequently discharged with the wrong birth mothers. This mistake was first discovered in July of 2019 when Mr. Spencer received his results from a mail-order ancestral DNA testing kit. Thereafter, Mr. Spencer located John C. who submitted to similar testing in August of 2019, and the results confirmed that the gentlemen were switched at birth.

The Hospital was established as a charitable hospital in 1921 by a small group of German nuns (“Sisters”) who belonged to an order known as the Pallottine Missionary Society, an autonomous order devoted to the Catholic faith. To establish the Hospital, the Sisters purchased property from the Barlow family in 1921 with a mansion on the property serving as the Hospital. The Sisters’ purchase was financed by a loan from the Diocese. To that end, on February 15, 1921, the Barlow family executed a deed of trust conveying the property to Bishop Patrick J. Donahue as trustee (collectively the “Barlow Deed”). The Diocese and the Sisters executed a loan agreement regarding the Sisters’ payment of principal and interest on the loan, which the Sisters paid in full in April of 1945 (“Diocese Loan”). Thereafter, Bishop John J. Swint, in his capacity as successor bishop and trustee, executed a deed transferring ownership of the Hospital property from the Diocese to the Sisters (“Hospital Deed”). According to the record, petitioners acknowledged below that the Sisters were autonomous of Bishop Donahue and successor bishops.

The Sisters owned, operated, controlled, and managed the Hospital from 1921 until they sold the Hospital to West Virginia United Health Systems, Inc., in 2015. In 1932, the Sisters organized and registered with the State as a non-profit corporation known as the Sisters of the Pallottine Missionary Society, which according to its articles of incorporation, provided for a board of directors and stated that the corporation was formed:

To conduct and cause to be conducted under supervised control, suitable homes, hospitals, orphanages, nurseries, asylums, schools and colleges for men, women and children; and to conduct and cause the same to be conducted, as well as other places of shelter and support, for aged and infirmed persons, orphaned, crippled and helpless children, and others whose

3 Consistent with our practice in cases with sensitive facts, we use initials where necessary to protect the identities of those involved in the case. See W. Va. R. App. P. 40(e)(1); In re M.W., 252 W. Va. 548, _n.1, 923 S.E.2d 666, 667 n.1 (Ct. App. 2025). condition in life from whatever cause render them objects of charity and benevolence.

Notably, the circuit court observed that the articles of incorporation did not mention the Diocese and did not otherwise indicate that the Diocese or anyone associated therewith had any authority or control over the Sisters or the Hospital.

Petitioners filed their original complaint against the Diocese on June 5, 2020. An amended complaint was filed on September 14, 2020, and was followed by a second amended complaint on September 19, 2022. The second amended complaint sought compensatory and punitive damages from the Diocese based upon a claim of negligence. It also asserted marital and spousal consortium claims on behalf of Bonnie C. and Phyllis Ann Spencer, and included a derivative consortium claim for Z.S.C.

The heart of petitioners’ case, however, was their negligence claim against the Diocese based upon the evidentiary doctrine of res ipsa loquitur. Central to this claim, petitioners alleged that the Hospital’s obstetrics and nursing staffs, who were at all times under the exclusive control and management of the Hospital, were responsible for delivering and attending to John C. and Mr. Spencer after their births, and as a result, the only plausible explanation for facts giving rise to this case was that the obstetrics and nursing staffs “negligently and in breach of their institutional and individual duties, physically mishandled and switched the aforesaid male newborn infants and sent them home with each other’s families[.]” Therefore, according to petitioners, the switch of John C. and Mr. Spencer would not have occurred in the ordinary course of business had the Hospital’s obstetrics and nursing staffs “used due care in the handling of these newborn babies, res ipsa loquitur.” Relying on the same grounds, petitioners further claimed that the Diocese’s purported negligence resulted in actionable fraud because the switch resulted in John C. and Mr. Spencer receiving birth certificates containing “false and misleading statements of fact” regarding their true identities and biological parents.

In an effort to attach negligence liability to the Diocese, the second amended complaint relied upon the theories of civil conspiracy and ostensible agency.’ >

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John C. and Bonnie C., a married couple, individually and as conservators and guardians of their adopted son, Z.S.C., a protected person, and Jackie Lee Spencer and Phyllis Ann Spencer, a married couple v. Mark E. Brennan, in his capacity as Bishop of the Diocese of Wheeling-Charleston, and the Catholic Diocese of Wheeling-Charleston, Counsel Stack Legal Research, https://law.counselstack.com/opinion/john-c-and-bonnie-c-a-married-couple-individually-and-as-conservators-wvactapp-2026.