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The Primate and Bishops Synod of the Russian Orthodox Church Outside Russia vs. The Russian Orthodox Church of the Holy Resurrection, Inc., & others

Massachusetts Supreme Judicial Court1994-07-06
418 Mass. 1001

Summary

Holding. The judgment of the Superior Court is affirmed. The parish was congregational in structure regarding property ownership despite hierarchical governance in religious matters, the parish's bylaw amendments were valid, and the parish retained sole ownership of its property and lawfully withdrew from ROCOR.

A parish affiliated with the Russian Orthodox Church Outside Russia (ROCOR) voted to amend its bylaws and withdraw from the umbrella organization to join a different Orthodox church body. ROCOR sued to challenge the parish's authority to do so and to retain control of the parish's property. The trial court determined that while ROCOR and the parish shared hierarchical governance in matters of religious faith and doctrine, the parish operated as a congregational entity regarding property ownership and control. The court found the parish's vote was valid and that the parish lawfully owned all its assets. Both the Appeals Court and the reviewing court affirmed this judgment, rejecting ROCOR's claims.

The court reviewed whether a subsequent state Supreme Judicial Court decision addressing church governance in a Catholic context would change the outcome. It concluded that the earlier decision's recognition of churches having hierarchical, congregational, or mixed governance structures—combined with neutral principles of law that examine statutes, deeds, and organizational documents—all supported the judgment for the parish. The court found no basis to disturb the lower courts' factual findings or legal conclusions.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Whether a church affiliated with a hierarchical denomination can be congregational in property governance
  • Whether a parish's vote to amend bylaws and withdraw from an umbrella organization was valid
  • Application of neutral principles of law to resolve church property disputes

Procedural posture

ROCOR sought further appellate review after the Appeals Court affirmed judgment for the defendant parish in a church property dispute.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

This case involves a church property dispute, brought about by a decision of the defendant corporation to leave the plaintiff , an umbrella organization of the Russian Orthodox Church outside of Russia (ROCOR), and join a different umbrella organization of the Orthodox Church. After a trial before a Superior Court judge, judgment entered for the defendants. The judge found that: (1) although ROCOR and the defendant parish were hierarchical in matters of faith and polity, the defendant parish was congregational in terms of property ownership, see Antioch Temple, Inc. v. Parekh, 383 Mass. 854, 861-862 (1981); (2) the vote to amend the bylaws of the defendant was legal and proper; (3) the amendment of the articles of organization and the withdrawal of the defendant parish from the plaintiff umbrella organization was legal and proper; and (4) the defendant parish is the sole owner of all its assets. The Appeals Court affirmed the judgment of the Superior Court. 35 Mass. App. Ct. 194 (1993). The issue argued before the Appeals Court was that the judge’s findings were clearly erroneous. After careful review of the record, the Appeals Court concluded the contrary. Our review of the record brings us to the same conclusion, namely, that the judge’s findings of fact were not clearly erroneous and hence must stand.

We granted the plaintiff’s application for further appellate review. We did so primarily to give the parties an opportunity to argue whether our decision in Fortin v. Roman Catholic Bishop of Worcester, 416 Mass. 781 (1994), decided after trial and after the Appeals Court’s decision, warranted a different result. The parties availed themselves of this opportunity. We conclude that nothing in Fortin v. Roman Catholic Bishop of Worcester, supra, would alter the result. In Fortin, supra at 786-787, we continued our recognition of the principle that a church could be either hierarchical or congregational in structure, or that it would be a mix of both, citing Antioch Temple, Inc. v. Parekh, supra at 860-864 (see especially id. at 861-862). Both the trial judge and the Appeals Court (35 Mass. App. Ct. at 196-197) correctly applied that principle. To the extent Fortin discusses the doctrine of neutral principles, see Fortin, supra at 788-789, the result is the same. “Under the neutral principles of law approach, we may examine any relevant statute, the deeds to the property in question, and any pertinent constitutions or by-laws of the organization involved.” Id. at 788. The judge and the Appeals Court concluded, as do we, that under this approach the defendants prevail. The judge’s exercise of jurisdiction over the property dispute was proper under either the traditional approach or the neutral principles approach. The plaintiffs attempt to recast the case as one involving a question of polity fails. Thus, for the reasons stated in the opinion of the Appeals Court, we affirm the judgment of the Superior Court.

John O. Mirick (Joan O. Vorster with him) for the plaintiff.

Dale R. Harger for the defendants.

Edward McGlynn Gaffney, Jr., of Indiana, & Thomas W. Porter, for National Council of Churches of Christ in the U.S.A. & others, amici curiae, submitted a brief.

So ordered.