Show Me the
Money
by
Frank Kirkpatrick
In November
2003, shortly after Gene Robinson was confirmed as the first openly gay
bishop in the Episcopal Church, the conservative Anglican website Classical
Anglican Net News ran an article by a sometime priest of the Diocese of
Pittsburgh named Stephen Noll entitled “It’s the Property, Stupid!” Noll,
Vice Chancellor of Uganda Christian University in Mukono, Uganda, argued
that since many conservative Episcopal parishes had now been recognized by
Anglican churches in other countries, the only major outstanding issue was
how to retain their property when leaving the Episcopal Church.
Two months later, the Washington Post’s Alan
Cooperman turned up the “Chapman Memo,” in which another Pittsburgh priest,
Geoff Chapman, outlined a strategy for conservative withdrawal from and
eventual replacement of the Episcopal Church. Chapman proposed, among other
things, “negotiated property settlements affirming the retention of
ownership in the local congregation.” While acknowledging that “recent
litigation indicates that the local diocesan authorities hold almost all the
cards in property disputes,” he contended that “the political realities are
such that American revisionist bishops will be reticent to play ‘hardball’
for a while.”
Here and there, such reticence has been apparent.
In September of 2006, the conservative bishop of Dallas,
James Stanton, agreed to sell the property of an ultra-conservative parish
in Plano to its members for $1.2 million. Similar arrangements have
been made in the diocese of Rio Grande (for $2 million) and a few other
places.
But for the most part, Chapman’s assessment has proved to be
wishful thinking. For example:
In early 2004, when a congregation on Pawley’s Island
voted to leave the Episcopal Church and join the Anglican Church of Rwanda,
the conservative bishop of South Carolina, Ed Salmon, filed an ultimately
successful suit to stop it. Later that year, after three parishes in the
diocese of Los Angeles broke away to join the Church in Uganda, Bishop Jon
Bruno went to court to retain their property for the diocese.
In 2006, a New York state appellate court awarded the
Diocese of Rochester the property of a parish in Irondequoit. In 2007,
diocesan authorities in Colorado, Connecticut, and Georgia went to court to
retain the property of departing parishes. Altogether there were, as of
December, 55 property disputes in one state or another of resolution around
the country.
Perhaps the most significant dispute over church property
now taking place is in the diocese of Virginia, where 15 parishes voted in
2006 to leave the Episcopal Church and affiliate with the Anglican Church of
Nigeria. With the backing of the national church, Virginia bishop Peter Lee
has taken the departing congregations to court in order to deny their claim
to take parish property with them.
Down the road, and of greatest consequence for the church
as a whole, has been the withdrawal decision of the entire Diocese of San
Joaquin, California—with the dioceses of Pittsburgh and Ft. Worth seemingly
not far behind. Anticipating the move, the church’s presiding bishop,
Katharine Jefferts Schori, informed San Joaquin bishop David Schofield in
November 2006 that all diocesan property belonged to the national church.
“Our forebears did not build churches or give memorials with the intent that
they be removed from” the national church, Schori wrote.
In response to the entire situation, the Episcopal House of
Bishops established a “task force on property disputes” that in April 2007
issued a report declaring that the church was “dealing with a
well-thought-out, well-organized, and well-funded strategy designed to
enable and justify the removal of assets from use for the Church’s mission
and ministry in the world.”
The opposition strategy, said the report, was to “create
confusion as to the nature of the hierarchy of TEC [the Episcopal Church] by
claiming that its authority is subservient to the Anglican Communion”—the
association of national churches associated with the Church of England. If
that were so, it would effectively overrule the General Convention, the
organization of clergy and laity that by canon and constitution has been the
Episcopal Church’s sole governing body.
Critical for addressing the current court cases is the
Dennis Canon, a rule amended at the 1979 General Convention that states that
“all real and personal property held by or for the benefit of any Parish,
Mission, or Congregation is held in trust for this Church and the Diocese
thereof in which such Parish, Mission or Congregation is located.” Use of
the property is in the hands of the parish but only “so long as [it] remains
a part of, and subject to, this Church and its Constitution and Canons.”
The devil in property disputes lies in the detailed
interpretation of exactly what it means to remain “a part of, and subject
to” the Episcopal Church. If one can fault most of the news stories about
property fights in the church, it is for failing to explore sufficiently the
jurisprudence of ecclesiastical property issues that have come before state
and federal courts.
One of the few reporters to delve into the legal niceties of
Episcopal governance has been Elizabeth Austin, who in 2004 wrote a story
for the now defunct magazine Legal Affairs on a conflict between
Washington D.C. Bishop Jane Dixon and a priest whom she had removed from
office for insubordination. Eventually, the courts decided that under church
canons the bishop had every right to do what she did because of the church’s
hierarchical structure of authority.
What secular courts generally do, Austin quipped, is ask
the rebellious faction, “When you joined up, did you agree to honor and obey
(if not always love) the church higher-ups?” The answer is generally
yes—though no legal precedents exist for departing dioceses.
In the Los Angeles’ diocese case, AP state and local wires,
as well as the Long Beach Press Telegram (in a very long and well
informed story by Greg Mellen on September 13, 2004) did cover the legal
aspects of the story fairly well. Mellen was one of the first newspaper
reporters to signal the importance of the principle of deference to
hierarchical authority—and the fact that California courts had not always
ruled in accordance with it.
For example, in 1977, a California court granted a group of
four churches opposing women’s ordination the right to keep their property.
But that decision, it should be noted, predated the Dennis Canon.
In fact, legal opinion has been divided over whether to
defer to higher ecclesiastical authority or to apply “neutral principles of
law,” thereby passing over considerations of church organization and
structure in favor of simply examining the instruments by which title to the
property in question was conveyed to the owner of record.
A particularly important source for sorting out the current
state of the law is last June’s decision by a California state appeals court
reversing a lower court ruling in favor of the property claims of the three
parishes that sought to withdraw from the Los Angeles diocese. In a lengthy
analysis of state and federal precedents, the Court of Appeal panel found
that secular courts avoid basing their decisions on a determination of who
is theologically correct in intra-church disputes. This finding effectively
showed that conservatives could not expect to be awarded their property on
the basis of an asserted fidelity to church doctrine.
The Court’s other important finding was that appeals to free
speech rights generally have not been successful in disputes within churches
that have an established polity and hierarchical authority structure.
Because of its prominence, the Virginia case, which was
argued in mid-November before Circuit Court Judge Randy Bellows, will
provide an important test of the relevant legal principles. Echoing Schori’s
language in her letter to Bishop Schofield, the diocese argued (as reported
in a story by Episcopal Life Online reporters Matthew Davies and Mary
Frances Schjonberg) that it “must protect and preserve our heritage for
future generations.”
As early as late 2006 Alan Cooperman and Michelle Boorstein
of the Washington Post began filing reports covering the legal
aspects of the case, linking it to splits in the Presbyterian Church in
Virginia at the time of the Civil War, when “neutral principles” tended to
guide court decisions.
Last May 21, Julia Duin of the Washington Times
referred to the upcoming litigation in Virginia as the “mother of all
lawsuits.” Duin failed, however, to acknowledge “deference to hierarchical
authority” in identifying the legal principles that might be used in the
Virginia case. Rather, she claimed that the case would be decided by a
Virginia legal rule that says that in a diocese or denomination experiencing
a “division,” a majority vote by the congregation will determine who gets
the property (the neutral principle approach).
In the November 13 Richmond-Times Dispatch, Tina
Eshleman offered a better informed story on the trial, calling attention to
the issue of whether the departing churches belong to a church within the
Anglican Communion, around which much of the trial would revolve.
At trial, the diocese argued that because the Episcopal
Church is hierarchical, the departing members had not “divided” themselves
from other members of the same church, but had in fact left the church in
order to join another religious body. Eshleman’s November 13 story reported
with a nice attention to legal detail that Judge Bellows framed the issue
precisely, ruling that the trial would focus on “whether there has been a
division within the Episcopal Church and the Diocese of Virginia, whether
the Anglican Communion meets the law’s definition of a church or a religious
society, whether there is a division in the Anglican Communion and whether
the departing churches were attached to the Anglican Communion.”
The Episcopal Church’s argument was that historically and
constitutionally the Anglican Communion is not a church but a federation of
autonomous national churches (called provinces) linked together by a common
descent from and affiliation with the See of Canterbury—and thus had no
authority to dictate belief or practice for its autonomous members.
The present “division” was not, therefore, within the
Episcopal Church but between it and those who departed from it. The
other side, relying primarily on the testimony of historian Philip Jenkins,
argued that the Anglican Communion is a world-wide body and that the
position of the departing parishes is much closer to the majority position
within the Communion than it is to the Episcopal Church. Judge Bellows,
having heard the testimony, gave the parties until January 17 to present
additional briefs.
Except for neglecting opportunities to develop the legal
history of church property disputes, the press has until now done a
creditable job of covering the “It’s the Property” stage of the ongoing
Episcopal Church story. But because most of the stories themselves are
confined to particular states and dioceses, they have not received as much
attention as was lavished on Bishop Robinson’s election and its aftermath.
The exception is the Virginia case, whose goodly share of media play may
have something to do with the fact that the breakaway parishes boast among
their membership leading figures in conservative circles in the nation’s
capital.
How will the outstanding cases turn out? If history is any
guide—and in legal cases it is sometimes a poor one—then the principle of
deference to hierarchical authority will generally prevail over local deeds
of trust, and most parish property will remain in the hands of the dioceses.
Those interested in transferring their allegiance from the Episcopal Church
to a diocese of some overseas Anglican province—or in constituting
themselves as a new Anglican province of America—will simply have to buy
themselves some new properties and build themselves some new places to
worship. |