Mountain Lakes District v. Oak Grove Methodist Church ex rel. Green

126 So. 3d 172, 2013 WL 1777731, 2013 Ala. Civ. App. LEXIS 102
CourtCourt of Civil Appeals of Alabama
DecidedApril 26, 2013
Docket2111157
StatusPublished
Cited by5 cases

This text of 126 So. 3d 172 (Mountain Lakes District v. Oak Grove Methodist Church ex rel. Green) is published on Counsel Stack Legal Research, covering Court of Civil Appeals of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mountain Lakes District v. Oak Grove Methodist Church ex rel. Green, 126 So. 3d 172, 2013 WL 1777731, 2013 Ala. Civ. App. LEXIS 102 (Ala. Ct. App. 2013).

Opinion

DONALDSON, Judge.

This case arises from a dispute over the ownership of three parcels of real estate on which a church building and a cemetery are located. One party moved for summary judgment. The other party did not. A summary judgment was entered in favor of the nonmovant, and the movant appealed. Because the movant was not fully heard on all issues, we must reverse the judgment.

Oak Grove Methodist Church (hereinafter referred to as “the local church”) is a place of worship in Blount County. For many years, the local church was associated with the United Methodist Church denomination. In April 2009, suit was filed in the name of “Oak Grove Methodist Church, by and through John ‘Bobby’ Green, its representative” (hereinafter referred to as “Mr. Green”) against Mountain Lakes District, North Alabama Annual Conference, United Methodist Church, Inc. (hereinafter referred to as “Mountain Lakes”). The complaint alleged that the local church had been in existence since at least 1873 and that it had been affiliated with the United Methodist Church since [174]*174the 1960’s. The complaint described the plaintiff as follows:

“The Plaintiff (‘the local church’) is a church of Christians who meet at the site where the church building now stands.... The believers have met and owned the land there since at least the year 1873.”

Mr. Green alleged that the local church had approximately 15 members and that “by a vote of 8-2 of the congregation,” taken in November 2008, it was no longer affiliated with the United Methodist Church. Mr. Green further alleged that several members of the local church had met with United Methodist Church officials before the vote conducted in November 2008, and that the decision to disaffiliate from the United Methodist Church had been confirmed in February 2009 “[b]y a vote of 18-5.”1 The complaint described conflicts that had developed between members of the local church who supported the decision to sever ties with the United Methodist Church and those who opposed the decision. The complaint alleged that a dispute had arisen over the ownership of money and certain real property. Mr. Green alleged that, under Alabama trust laws, the land -in dispute was not held in trust for the benefit of the United Methodist Church. Although the local church was described as a “not-for-profit corporation,” the complaint did not identify any trustees of the local church or describe an organized structure of the local church. The complaint did not explain Mr. Green’s status in relation to the local church or identify on what basis Mr. Green had standing to bring the suit as a representative of the local church. The complaint contained a jury demand and sought the following declaratory relief:

“Specifically, the ‘local church’ seeks a judicial determination of its rights and duties, and a declaration: (a) that all property held by or for ‘the local church,’ and any improvements thereon, whether real or personal, including, without limitation, the Land and Money,[2] corporeal or incorporeal, movable or immovable, is held without any trust in favor of the national denomination or nay [sic] of its regional administrative units; (b) that all property held by or titled in the name of the local church is held by it in full and exclusive ownership; and (c) that neither the United Methodist Church nor the Defendant subsidiary has any right, title or interest in the said property, nor right to determine or interfere with the ownership thereof or the exercise of rights therein.”

The complaint also sought to enjoin the United Methodist Church or any of its agents from taking any action regarding the local church or any assets of the local church. Mr. Green also filed an ex parte application for injunctive relief with the complaint, but the trial court did not grant ex parte relief. A hearing on his request for temporary or preliminary injunctive relief was held 6 days after the complaint was filed. That request was also denied.

Mountain Lakes, the named defendant, is a not-for-profit corporation incorporated in Etowah County. The parties agree that, pursuant to the rules and policies of the United Methodist Church, Mountain Lakes is the proper entity to defend the lawsuit and to assert a claim on behalf of [175]*175the United Methodist Church to the funds and property. Mountain Lakes filed an answer to the complaint, admitting that a dispute had arisen regarding the ownership of funds and real property used by the local church but denying that Mr. Green was entitled to the real property or the funds. Mountain Lakes also asserted other defenses it described as “affirmative defenses,” including estoppel. It also filed a counterclaim that included a detailed history of the local church; a history of the United Methodist Church and its relationship to previous denominations whose name contained the word “Methodist”; a description of the rules and regulations of the United Methodist Church relating to church property which are contained in the United Methodist Church Book of Discipline; and the reasons why it should be awarded ownership of the real property and funds.3 Mountain Lakes claimed that the local church had accepted all the rules, regulations, and polity of the United Methodist Church contained in that denomination’s Book of Discipline, and that pursuant thereto, it should be awarded all rights, title, and interest in the funds and real property “for the use and benefit of the United Methodist denomination and the local congregation known as Oak Grove United Methodist Church.” Mountain Lakes contended that the local church' had been affiliated with predecessor denominations that had merged with or had become a part of the United Methodist Church. Mountain Lakes asserted that the Book of Discipline contains a “trust clause” that “mandates that all places of United Methodist congregations are to be held ‘in trust,’ to be used, kept and maintained as places of divine worship of the United Methodist ministry for the benefit of members of the United Methodist Church.” Mountain Lakes further denied that Mr. Green was authorized to bring the action or to be awarded the property or funds and stated:

“There is no proof that ‘John “Bobby” Green’ has authority for and on behalf of the Plaintiffs group, or even that any organization or association purportedly known as ‘Oak Grove Methodist Church,’ exists.
“Plaintiffs group’s complaint fails to identify any person or persons purportedly represented by John ‘Bobby1 Green.”

Mountain Lakes assumed that the complaint had been brought on behalf of the individual members of the local church who did not wish to remain affiliated with the United Methodist Church. However, Mountain Lakes reasserted that there was no evidence indicating that the local church was an organized entity, and, it asserted, the local church is, “at best, an unincorporated association, which may only act with the consent of all its members — not through the actions of a single individual.”

Mr. Green later amended his complaint to delete references to Alabama trust law and to delete the reference contained in the original complaint to the meeting held with United Methodist Church officials before the initial vote to disaffiliate from the denomination.

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126 So. 3d 172, 2013 WL 1777731, 2013 Ala. Civ. App. LEXIS 102, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mountain-lakes-district-v-oak-grove-methodist-church-ex-rel-green-alacivapp-2013.