Plough v. Lavelle

868 N.E.2d 1055, 170 Ohio App. 3d 720, 2006 Ohio 6200
CourtOhio Court of Appeals
DecidedNovember 24, 2006
DocketNo. 2005-P-0083.
StatusPublished
Cited by5 cases

This text of 868 N.E.2d 1055 (Plough v. Lavelle) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Plough v. Lavelle, 868 N.E.2d 1055, 170 Ohio App. 3d 720, 2006 Ohio 6200 (Ohio Ct. App. 2006).

Opinion

*722 Cynthia Westcott Rice, Judge.

{¶ 1} Appellants, John J. Plough et al., appeal the judgment of the Portage County Court of Common Pleas awarding summary judgment in favor of appellees, John Lavelle et al. For the reasons herein, we dismiss the matter for lack of jurisdiction.

{¶ 2} The instant matter emanates from the planned removal of certain trees located in St. Mary’s Cemetery, in Ravenna, Ohio. After ascending to the office of bishop, appellee, Bishop Thomas J. Tobin, was granted legal title to St. Mary’s Cemetery, as trustee, under the rules, regulations, canons, and discipline of the Roman Catholic Church for the use of the Catholic Diocese of Youngstown, its congregations, institutions, and agencies. Under canon law, the parish priest, appellee Father John-Michael Lavelle, was given full authority to administer all real property located within his parish, including the cemetery.

{¶ 3} Appellants, or their parents, had all purchased burial plots in the cemetery. In July 2004, Father Lavelle published in the church bulletin his intent to remove certain trees from the cemetery. The statement read:

{¶ 4} “Although very beautiful, these trees cause two very serious problems. First, when large limbs of [sic] even the entire tree themselves [sic] topple over in a storm, our insurance must cover the repair of the grave stones that are damaged. Second, the extending roots of the trees begin to push up the foundations, causing the grave stones to slant.” 1

{¶ 5} In late November or early December 2004, Father Lavelle contracted with a tree-removal company and work began on December 29, 2004. On the same day, appellant John Plough filed an action on behalf of himself and his brother to enjoin the cutting. The next day, Plough filed an amended complaint with several additional plaintiffs. Moreover, Attorney General Jim Petro was added as a defendant as required by Ohio’s charitable-trust laws. The trial court issued a temporary restraining order preventing Father Lavelle, Bishop Tobin, the church, the cemetery, and the tree-removal company from any further removal of trees. On January 6, 2005, appellants filed their second amended complaint requesting a temporary restraining order, a preliminary injunction, and a permanent injunction.

*723 {¶ 6} The parties moved for summary judgment. Appellants argued that they are beneficiaries of the charitable trust created by the warranty deed conveying ownership of the property to Bishop Tobin as trustee. Father Lavelle, by the authority of Bishop Tobin, controlled the maintenance and upkeep of the cemetery. As a result, Father Lavelle inherited Bishop Tobin’s fiduciary obligations in relation to such maintenance. However, in deciding to remove the trees, appellants alleged, Father Lavelle breached certain fiduciary duties he owed them as members of the congregation. Specifically, appellants alleged that they had purchased burial plots in the cemetery in reliance upon and in expectation of the trees remaining intact. As a result, appellants concluded, Father Lavelle’s actions authorizing the trees to be cut down was arbitrary and a breach of his fiduciary duties.

{¶ 7} Appellees argued that appellants were not beneficiaries under the trust because they were not listed in the deed creating the trust. Thus, they are not entitled to any fiduciary duties under the trust. However, appellees submitted, even if appellants are beneficiaries, the matter is outside the jurisdiction of the trial court because a church tribunal had reviewed the matter and determined that Father Lavelle had acted within his proper authority in removing the trees.

{¶ 8} On September 19, 2005, the trial court granted appellees’ motion for summary judgment as it pertained to the trees within the cemetery. The court determined that appellees did not breach any fiduciary duties in removing the trees from the cemetery. 2 This appeal followed.

{¶ 9} Appellants assign the following errors for our review:

{¶ 10} “[1.] The trial court erred as a matter of law when it partially granted defendants’ motion for summary judgment on September 19, 2005.

{¶ 11} “[2.] The court erred by not granting plaintiffs’ motion for extension of time to complete the deposition of defendant Lavelle and have the request for admission of Bishop Tobin before responding to the church defendants’ motion for summary judgment and by not allowing Richard Pahls to be substituted as a party plaintiff.”

{¶ 12} Summary judgment is appropriate under Civ.R. 56(C) when (1) there is no genuine issue of material fact remaining to be litigated, (2) the moving party is entitled to judgment as a matter of law, and (3) it appears from the evidence that reasonable minds can come to but one conclusion, and viewing the evidence in favor of the nonmoving party, that conclusion favors the moving party. Temple v. Wean United, Inc. (1977), 50 Ohio St.2d 317, 327, 4 O.O.3d 466, 364 N.E.2d 267.

*724 {¶ 13} Summary judgment proceedings afford an appellate court the unique opportunity of reviewing the evidence in the same manner as the trial court. Smiddy v. The Wedding Party, Inc. (1987), 30 Ohio St.3d 35, 36, 30 OBR 78, 506 N.E.2d 212.

{¶ 14} Under their first assignment of error, appellants maintain that the trial court erred by failing to find that appellees, as trustees of a charitable trust, breached their fiduciary duties by cutting down the trees.

{¶ 15} Here, neither party disputes that the cemetery property was the subject res of a charitable trust explicitly set forth in a recorded warranty deed signed and witnessed on February 1, 1996. The deed conveyed the ownership of the subject property to Bishop Thomas J. Tobin, in trust “under the Rules, Regulations, Canons and Discipline of the Roman Catholic Church, primarily for the use and benefit of the several congregations, institutions, and agencies of the said Diocese of Youngstown * * *.”

{¶ 16} We must initially address whether the lower court and, by implication, this court possess subject-matter jurisdiction over the instant matter. As a general rule, civil courts lack jurisdiction to adjudicate purely ecclesiastical or spiritual disputes of a church. Presbyterian Church v. Hull Church (1969), 393 U.S. 440, 445, 89 S.Ct. 601, 21 L.Ed.2d 658. This principle is a recognition that “[a]ll who unite themselves to such a body [i.e., the church] do so with an implied consent to [its] government, and are bound to submit to it. * * * It is of the essence of these religious unions, and of their right to establish tribunals for the decision of questions arising among themselves, that those decisions should be binding in all cases of ecclesiastical cognizance, subject only to such appeals as the organism itself provides for.” Watson v. Jones (1871), 80 U.S.(13 Wall.) 679, 729, 20 L.Ed. 666.

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Cite This Page — Counsel Stack

Bluebook (online)
868 N.E.2d 1055, 170 Ohio App. 3d 720, 2006 Ohio 6200, Counsel Stack Legal Research, https://law.counselstack.com/opinion/plough-v-lavelle-ohioctapp-2006.