Parent v. Roman Catholic Bishop of Portland

436 A.2d 888, 1981 Me. LEXIS 1003
CourtSupreme Judicial Court of Maine
DecidedNovember 4, 1981
StatusPublished
Cited by5 cases

This text of 436 A.2d 888 (Parent v. Roman Catholic Bishop of Portland) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Parent v. Roman Catholic Bishop of Portland, 436 A.2d 888, 1981 Me. LEXIS 1003 (Me. 1981).

Opinion

GODFREY, Justice.

Plaintiffs, Lawrence Parent and others, trustees of a religious association in the Roman Catholic parish of Lille, appeal from a summary judgment for the Roman Catholic bishop of Portland entered by the Superior Court. The bishop is a party to this action in his capacity as head and pastor of the Roman Catholic diocese of Portland, which includes the parish of Lille, and as a corporation sole created by special act of the Maine Legislature, Me.Priv. & Spec.L. 1887, ch. 151. Appellants allege the Superi- or Court erred in entering summary judgment because they were entitled to equitable relief in the form of a constructive trust to prevent the sale of church property of the Lille parish or to recover church property already sold. We deny the appeal and affirm the judgment below.

The village of Lille was settled in the last century by French Catholics. On March 31, 1876, Cyrille Thibodeau executed and delivered a warranty deed for land to the Right Reverend James Augustine Healy, bishop of the Diocese of Portland, and his successors. The consideration for this conveyance was paid by the parish. The deed conveyed an estate in fee simple absolute and contained no restrictions. In the years that followed, several Catholic churches were built on the land, thus providing the parishioners and their descendants with a place of worship.

On September 18, 1977, Bishop O’Leary, ninth bishop of Portland, announced that the church and rectory in Lille would be closed and the parish merged with a nearby parish. Thereafter the bishop sold some of the land and transferred other church assets in the parish. Appellants resisted. Appellants claimed that the parishioners had contributed money, time, property, and *889 labor to the Lille parish over the years in reliance upon the promise of the church to provide religious services in Lille. That claim is at the heart of the appellants’ challenge to the bishop’s disposition of the church property in Lille.

On January 5, 1979, the appellants filed a complaint against the bishop and the grantees who held title to certain property in Lille conveyed by the bishop. The complaint alleged that a confidential relationship existed between the bishop and the Lille parishioners based on the bishop’s position in the church, his promises to provide religious services, and their reliance upon those promises. It further alleged that the bishop had abused that relationship by closing the church, selling portions of the realty, and transferring other property, all without the approval of the parishioners. For relief, the complaint requested the Superior Court to impose a constructive trust on the bishop with respect to all property and assets given to the church by the parish, to enjoin the bishop from transferring any property given to the church by the parish, order grantees to reconvey the realty sold by the bishop, and award judgment for $70,000 in damages against the bishop.

On January 19, 1979, the bishop filed a motion to dismiss. In response to the bishop’s argument that the court lacked subject-matter jurisdiction over the property dispute before it on First Amendment grounds, the court observed that “the usual prohibition [of the First Amendment] does not apply where the controversy can be resolved by the application of neutral principles of law developed for use in all property disputes.” Because the motion to dismiss was based only on the legal sufficiency of the pleadings, the court denied the bishop’s motion so that plaintiffs might have an opportunity to adduce evidence of an express trust, with respect to which the court could apply neutral principles of law in resolving the dispute.

After answering interrogatories propounded by the appellants, the bishop filed a motion for summary judgment on March 3, 1980. Accompanying this motion was an affidavit of the bishop and a photocopy of the 1876 deed. The bishop’s answers to appellants’ interrogatories showed that the proceeds derived from the sale of church property in the Lille parish had been deposited in general church bank accounts and not in trust for Lille parishioners. The bishop denied that he or any of his predecessors ever told the Lille parishioners that their contributions would be used exclusively for their parish. The answers fully described the transfer and location of other church property from the parish. Both the answers and the bishop’s affidavit stated that canons of the Catholic church placed full authority for the disposition of church property in the bishop, and that no evidence of any trust agreement, express or implied, concerning any church property in the Lille parish could be found or was known to the bishop. On its face, the 1876 deed conveyed an estate in fee simple absolute without restriction. Finally, the bishop’s answers also alluded to the fact that the special act of the Maine Legislature conferring the legal status of corporation sole on the bishop, expressly recognized the power of the bishop to dispose of property according to the discipline and government of the Roman Catholic Church.

In response to the bishop’s affidavit and answers to interrogatories, the appellants filed the affidavit of Lawrence Parent. In substance, Parent’s affidavit stated only that the Lille parishioners relied upon and respected the bishop; that they contributed to the parish because its priests and the bishop himself orally promised to maintain religious services there; and, finally, that before answering the interrogatories the bishop had never claimed an ultimate prerogative to dispose of church property. The affidavit made no reference to a written agreement of any type, and no such written agreement was ever produced for the court’s consideration.

With the evidence summarized above before it, the Superior Court granted the bishop’s motion for summary judgment. Noting that the plaintiffs had failed to adduce evidence of an express trust that the court *890 could recognize and enforce without becoming “entangled in matters involving church policy or practices,” the court concluded that it lacked subject-matter jurisdiction to resolve the dispute between the parties and dismissed the complaint.

The appellants contend that the Superior Court erred in ruling that it lacked jurisdiction over the case because the First Amendment as applied through the Fourteenth does not bar the application of neutral principles of law to church property disputes and such principles include the law of constructive trusts. In response, the bishop appears to be arguing that judicial resolution of this particular case would abridge the guarantee of separation of church and state, since, absent a finding of an express trust, the Superior Court in applying the law of constructive trusts would be required to evaluate the allocation of power and religious doctrines of the Catholic church.

The United States Supreme Court has clearly held that neutral principles of law can be applied by state courts to resolve church property disputes. Jones v. Wolf, 443 U.S. 595, 99 S.Ct. 3020, 61 L.Ed.2d 775 (1979); Presbyterian Church v. Mary Elizabeth Blue Hull Memorial Presbyterian Church, 393 U.S. 440, 89 S.Ct. 601, 21 L.Ed.2d 658 (1969).

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Bluebook (online)
436 A.2d 888, 1981 Me. LEXIS 1003, Counsel Stack Legal Research, https://law.counselstack.com/opinion/parent-v-roman-catholic-bishop-of-portland-me-1981.