# Petition — Babcock Memorial Presbyterian Church v. Presbytery of Baltimore

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## Record

- **Collection:** Supreme Court brief
- **Document type:** Petition
- **Published:** January 1, 1984
- **Citation:** 465 U.S. 1027

## Text

Office “Supreme Court, U.S,

83-1051 FILED
DEC 24 1993
No. 83- ALEXANDER L. STEVAS,

CLERK |
In the Supreme Court of the United States

October Term, 1983

BABCOCK MEMORIAL PRESBYTERIAN CHURCH,
a body corporate, et al.,
Petitioners,

VS.

THE PRESBYTERY OF BALTIMORE OF THE UNITED
PRESBYTERIAN CHURCH IN THE UNITED STATES
OF AMERICA, et al.,

Respondents.

PETITION FOR WRIT OF CERTIORARI
TO THE COURT OF APPEALS OF MARYLAND

WARREN JACKSON WILLIAMSON
(Counsel of Record)

P.O. Box 467
Greenville, Alabama 36037
(205) 382-2635
Mark E. WERNER, II
1102 Court Square Building
Baltimore, Maryland 21202
Davin S. PEARL

1209 Court Square Building
Baltimore, Maryland 21202

Attorneys for Petitioners

——— — ed
E. L. Mexpewnmatt, Inc., 926 Cherry Street, Kansas City, Mo. 64106, (816) 421-3030

QUESTION PRESENTED

Whether the First and Fourteenth Amendments to
the United States Constitution prohibit a State Court from
awarding local church property to a parent denomination
with a hierarchical ecclesiastical structure after a due
severance of the denominational connection by the local
church where there is (1) no provision in the denomina-
tion’s constitution prohibiting such a severance or im-
posing any penalty or forfeiture of property upon such
action and (2) no provision in the denomination’s con-
stitution nor in any instrument of title imposing an express
trust on the local church property on behalf of the parent
denomination?

ur

TABLE OF CONTENTS

QUESTIONS PRESENTED .............. I
EE RE 2
a ia
CONSTITUTIONAL PROVISIONS INVOLVED ............ 2
STATEMENT OF THE CASE ...................---.-.--c-ceceoeeeeeeeeee 3
REASONS FOR GRANTING WRIT WW. 11
EN EE 30
APPENDIX A—Opinion Below @22..220.202....22...-c-cceceeceeeeeees Al
APPENDIX B—Order Denying Reconsideration .......... Alg
APPENDIX C—Motion for Reconsideration .................. A22
APPENDIX D—Opinion of Trial Court 0.000000... A39
APPENDIX E—Opinion of the Supreme Court of
Er A57

APPENDIX F—Sections of the Constitutions of The
United Presbyterian Church in The United States
of America and The Presbyterian Church in the
dali tate sein csancenitasitepsenntnaceseene A69
APPENDI§ G—WMortgage from Babcock Memorial
Presbyterian Church to the Presbyterian Church
in the United States of America .............................. A79

TABLE OF AUTHORITIES

Babcock Memorial Presbyterian Church, et al. v. The
Presbytery of Baltimore of the United Presbyterian
Church in the United States of America, et al., Md.,

464 A. 2d 1008 (Opinion of Maryland Court of Ap-
i ianlihiiawicetiesscnnoninencninidstaimessnsccnmues 2, 12, 14, 15, Al

Babcock Memorial Presbyterian Church, et al. v. The
Presbytery of Baltimore of the United Presbyterian
Church in the United States of America, et al., 52
Md. App. 428, 449 A. 2d 1190 (1982) (Opinion’ of
Maryland Court of Special Appeals) 0.2.2.2... 9

Iv

Babcock Memorial Presbyterian Church, et al. v. The
Presbytery of Baltimore of the United Presbyterian
Church in the United States of America, et al., Ap-
pendix D (Opinion of Maryland Trial Court) .......... 9, A39

Foss v. Dykstra, S.D., 319 N.W. 2d 499 (1982) (Original
| ee see 12, 14

Foss v. Dykstra, S.D. (Nov. 23, 1983) (yet unreported)
(Second South Dakota decision) (Appendix E) ........

12, 14, 15, 16, A57

Jones v. Wolf, 443 U.S. 595, 99 S. Ct. 3020, 61 L. Ed. 2d
| RE eee 12, 16, 18, 19, 20, 21, 22, 23,

26, 27, 28, 29

Jones v. Wolf, 241 Ga. 208, 243 S.E. 2d 860 (1978) ...... 20-21

Kedroff v. St. Nicholas Cathedral, 344 U.S. 94, 73 S. Ct.

"Me. Oe... ee 22

Kreshik v. St. Nicholas Cathedral, 363 U.S. 190, 80 S.

Ct. 1037, 4 L. Ed. 2d 1140 (1960) 2.2... ee eeeeceeeeees 22

Larkin v. Grendel’s Den, Inc., 74 L. Ed. 2d 297 (1982)

Sharpsburg, 249 Md. 650, 241 A. 2d 691 (1968),
vac. 393 U.S. 528 (1969), reaff’d, 254 Md. 162 (1969) 19
Presbyterian Church in the United States, et al., v.
Mary Elizabeth Blue Hull Memorial Church, et al.,
398 U.S. 440, 21 L. Ed. 2d 658, 89 S. Ct. 601 (1969) ...19-20
Presbytery of Riverside v. Community Church of Palm
Springs, 89 Cal. App. 3rd 910, 152 Cal. Rptr. 854
(Ct. App., 4th Dist. 2nd Div., 1979), cert. den. 444
U.S. 974, 100 S. Ct. 469, 62 L. Ed. 2d 389 (1979) ...12, 13

14, 15
Piletich, et al. v. Deretich, et al., Minn., 328 N.W. 2d
Be I eccttistecahinewstcsrsecuicbhieiiapniniihiaaiadnsilaa cei tial 21, 22

Serbian Eastern Orthodox Diocese v. Milivojevich,
426 U.S. 696, 49 L. Ed. 2d 151, 96 S. Ct. 2372 (1976) 21

No. 83-
In the Supreme Court of the United States

October Term, 1983

BABCOCK MEMORIAL PRESBYTERIAN CHURCH,
a body corporate, et al.,
Petitioners,'
vs.

THE PRESBYTERY OF BALTIMORE OF THE UNITED
PRESBYTERIAN CHURCH IN THE UNITED STATES
OF AMERICA, et al.,

Respondents.”

PETITION FOR WRIT OF CERTIORARI
TO THE COURT OF APPEALS OF MARYLAND

1. Petitioners are: Robert B. Louthan, Howard E. Hill as
Pastor and Assistant Pastor of Babcock Memorial Presbyterian
Church; Donald J. Dean, Jr., R. Dale Mershon, Forrest H. Wil-
liams, S. Ralph Reed, Jr., Raymond R. Baker, Bruce B. Burns,
John J. Vanko, Donald P. Childs, Mirvin H. Metzger, Charles H.
Masters, James D. Foote, William E. Cole, James B. Pfeiffer as
members of Session of Babcock Memorial Presbyterian Church;
Kathleen M. Brown, Donald L. Evans, J. Fred Maienshein, Richard
S. Myer, Craig S. Habicht, Donald B. Munro, Robert D. Fagan,
Charles G. Walker, John E. Cyphers, and Marvin H. Stever as
members of Board of Trustees of Babcock Memorial Presbyterian
Church; and Mark E. Werner II, Lawrence P. Steele, Jr., Gary
Armstrong, Harry Fisher, Howard M. Flynn, and Roy Pauley as
members of Session and Board of Trustees of Merritt Boulevard
Presbyterian Church of Dundalk, Inc.

2. Respondents are: The Presbytery of Baltimore of The
United Presbyterian Church in the United States of America, an
unincorporated association; and Richard L. Werley, George R.
Demass, Joseph Hsu, Robert S. Baird, H. Burke Carr, William R.
Hildebrand, Arthur H. Joslin, Jr.. Mary R. Lawrence, Marshal
McCord, W. Bruce Shoemaker, Steven Stevens and Russell C.
Walters, constituting an Administrative Commission of The Pres-
bytery of Baltimore of The United Presbyterian Church in the
United States of America.

2

Babcock Memorial Presbyterian Church, a body corpo-
rate, et al., respectfully petition for a Writ of Certiorari to
review the judgment of the Court of Appeals of Maryland
in the above entitled case.

OPINION BELOW

The Opinion of The Court of Appeals of Maryland is
reported at 464 A. 2d 1008 (Md. 1983) (App. A p. Al).
The Order of The Court of Appeals of Maryland denying
reconsideration is not reported (App. B p. AlQ).

JURISDICTION

The judgment of The Court of Appeals of Maryland
was entered on August 17, 1983. The Order of The Court
of Appeals of Maryland denying a timely Petition for Re-
consideration was entered on September 27, 1983. The
jurisdiction of this Court is invoked under 28 U.S.C. Sec-
tion 1257(3) and 28 U.S.C. Section 2101(c).

CONSTITUTIONAL PROVISIONS INVOLVED

U. S. Const., Amend. I:

Congress shall make no law respecting an establish-
ment of religion, or prohibiting the free exercise
thereof * **.

U. S. Const., Amend. XIV, Sec. 1:

* * * nor shall any state deprive any person of life,
liberty, or property, without due process of law * * *.

STATEMENT OF THE CASE

On June 25, 1891, the Park Presbyterian Church of
Baltimore City (later re-named Babcock Memorial Pres-
byterian Church-hereinafter Babcock) was incorporated
under the General Religious Corporations Law of the State
of Maryland. The original Charter contained the following
articles:

Article I: The object of this Corporation shall be
the establishment and maintenance of a Presbyterian
Church in the City of Baltimore.

Article VI: The Park Presbyterian Church of Balti-
more City shall forever remain a Presbyterian Church
in accordance with the Standards of the Presbyterian
Church of the United States.

Babcock Memorial Presbyterian Church’s charter has been
amended several times, including the deletion of Article VI
on March 23, 1981. All the real and personal property of
Babcock is titled in the corporation without any reference
to any denominational affiliation. Other than certain spe-
cific minor donations, all funds used to acquire and maintain
Babcock’s property (both real and personal) resulted from
the efforts and donations of the local congregation and no
funds were given to Babcock by any higher United judi-
catories.

In 1893, the Park Presbyterian Church was enrolled
as a member of the Presbytery of Baltimore of the Pres-
byterian Church in the United States of America (one of
the predecessors of the United Presbyterian Church in
the United States of America-hereincalled United).
United is an association of local United Presbyterian

4

churches organized into and governed by an ecclesiastical
connectional, hierarchical structure consisting of four dis-
trict bodies known as judicatories. The composition, struc-
ture and powers of these judicatories, as well as other pro-
visions relating to the government of and relations within
United are found in the Constitution referred to as the
Book of Order. The judicatories of United in ascending
order of authority according to the powers given or re-
served to them by The Book of Order, are: (1) the
Session of the local church; (2) the Presbytery, composed
of all the United Presbyterian Churches in a geographical
area; (3) the Synod, generally composed of the presbyteries
in a given state or region; and (4) the General Assembly,
the highest governing body within United.

The Book of Order contains several provisions relating
to the powers of the governing bodies of the local church.
These bodies are the Session, the body charged with having
authority over all the affairs of the local church, and the
Trustees, who in Maryland are the members of the corpora-
tion which is the legal residuary of title to the property
of the local church. There are also some provisions in
the Book of Order relating to the ownership of property,
both real and personal, by local churches, and the relation-
ship to such property by the higher judicatories of the
United Presbyterian Church. A brief review of some of
these sections will be instrumental in the Court’s under-
standing of the case.

Section 41.08 (App. F) accords authority over all af-
fairs and activities of the local church to the Session “ex-
cept such matters as may, by this Form of Government,
be specifically accorded to the pastor, to the congregation,
or to a higher judicatory.” This section also places the
Board of Trustees directly under the authority of the
Session.

5

Section 62.04 (App. F) grants to the Board of Trustees
the authority to “receive, hold, encumber, manage and
transfer property, and to facilitate the management of its
civil affairs in such manner as may be directed by the
session of the particular church from time to time and ac-
cording to the Constitution”. The authority granted to the
Board of Trustees is limited by the provisions of Section
62.08 (App. F) which requires that “they shall deal with
such property only as they may be authorized or directed
by the session, and their authority in respect to the selling,
mortgaging, and leasing of real property shall be subject
also to any rights reserved to the congregation by civil
law or by the by-laws of the particular church and to the
permission of presbytery as herein provided. The
Trustees of a particular church shall exercise any other
powers or authorities vested in them by civil law in con-
formity with the actions of the session as conveyed to
them from time to time.”

The circumstances requiring the permission of the
Presbytery referred to in Section 62.08 are enumerated in
Section 62.12, which states:

A particular church shall not sell, mortgage or other-
wise encumber any of its real property . . . without the
written permission of the presbytery transmitted
through the session of the particular church.

A particular church shall not lease its real property

used for purposes of worship, or lease for more than

five years any of its other real property, without the

written permission of the presbytery transmitted

through the session of the particular church.

A final section dealing with the property of a local
church is Section 62.11 which provides as follows:

Whenever hereafter a particular church is formally
dissolved by the presbytery, or has become extinct

by reason of the dispersal of its members, the abandon-
ment of its work, or other cause, such property as it
may have, both real and personal, shall be held, used
and applied for such uses, purposes, and trusts as the
presbytery may direct, limit and appoint, or such
property may be sold or disposed of as the presbytery
may direct, in conformity with the Constitution of
The United Presbyterian Church in the United States
of America.

In the Trial Court this case was submitted on an
“Agreed Statement of Facts” stipulated by the parties.
In this Stipulation the following facts were agreed not to
be in dispute and were deemed admitted by the parties,
to wit:

1. Except for 62.11 quoted above, there is no specific

provision in the Constitution of UNITED or any rel-

evant document of title involved in the case at Bar,
which gives the Presbytery of Baltimore or any higher
judicatory in UNITED, any proprietary or contractual
interests in the real or personal property involved in
this lawsuit. Likewise, on March 14, 1981, and prior to
that date, there was no specific provision in the Consti-
tution of UNITED imposing an express trust on local
church property for the benefit of the presbytery, the

synod, the General Assembly or the denomination as a

whole.

2. On March 14, 1981, and to the present date, Bab-
cock has not been dissolved by the Presbytery or be-
come extinct by reason of the dispersal of the church’s
members, the abandonment of the church’s work or
other cause. Nor has Babcock’s Board of Trustees been
dissolved or its members removed by any action of
the Presbytery.

7

3. There are no express provisions in the Constitution
of UNITED outlining any method or procedure for a
local UNITED Church to change its denominational
affiliation, nor is there any express provision per-
mitting or prohibiting a local church to withdraw from
UNITED. Except as Section 62.11 may apply, there
are no specific provisions in the Book of Order im-
posing a penalty or forfeiture of property upon such
a withdrawal.

4. Both on June 25, 1891, when Park Presbyterian
Church was originally incorporated, and at present,
there was and is no specific provision in the Constitu-
tion of the denomination mandating that a local church
include language in its corporate charter or deeds re-
quiring the local church or its property to always re-
main a part of UNITED.

5. The Board of National Mission of the Presbyterian
Church in the United States of America loaned Bab-
cock $5,000.00 secured by a mortgage dated September
26, 1951. This mortgage contains the following pro-
vision: “Whereas this mortgage and the obligation
which it secures shall become due and payable im-
mediately upon the mortgagor’s severing its denom-
inational connection with the General Assembly of the
Presbyterian Church in the United States of America,
ceasing to exist as an organization, failure to use the
structure erected on the premises described herein as a
church building, or divesting itself to the title to the
premises.” (App. G) (Emphasis supplied).

Certain disputes, ecclesiastical in nature, arose be-
tween Babcock and United, culminating in a decision by
the Session of Babcock that affirmative action be taken.
On March 14, 1981, Babcock’s Session determined that ap-
propriate actions be taken to sever Babcock’s relationship

with United and its constituent bodies. On March 23,
1981 at a duly constituted meeting called by the Session
and Board of Trustees on March 14, 1981, the membership
of the Babcock congregation voted by an overwhelming
majority (228 to 6) to withdraw from United and its con-
stituent judicatories. At that same meeting, the member-
ship of the congregation approved, ratified and adopted
as their action the actions taken by the Session and Board
of Trustees which included the severing of Babcock’s rela-
tion with United and Babcock’s conveying all of its real
and personal property as gifts to Merritt Boulevard Presby-
terian Church of Dundalk, Inc. (hereinafter called Merritt).
Merritt was incorporated in Maryland on April 15, 1980 as
an unaffiliated Presbyterian Church.

On March 22, 1981, the Administrative Commission of
United, which was appointed by Presbytery to replace the
Session at Babcock, took control of the Babcock main church
building and chapel by placing security guards in one or
both buildings. On March 23, 1981, with the assistance of
those security guards, these representatives of United re-
quired certain Babcock congregants to leave the premises
and then changed the locks to the Babcock Church build-
ings. Requests to United for possession of the Babcock
buildings were denied.

Merritt then filed suit in ejectment and trespass to
regain possession of the property against United and its
representatives. United and its representative then filed
a suit in equity inst Babcock, its former »astor, its
former associate or, a number of persons who were
members of the deposed Session of Babcock, the various
individual members of the Board of Trustees of Babcock,
Merritt, and the members of the Session of Merritt. It
sought an interlocutory and permanent injunction against
interference with United and its representatives in the
exercise of its authority over the affairs of Babcock, that

9

Merritt and the members of its Session be ordered to trans-
fer and convey to Babcock the real and personal property
received by it from Babcock, an accounting, and other
relief. Former members of Babcock filed a counterclaim
for release of its personal property.

The cases were consolidated and submitted to the
Circuit Court for Baltimore County on the Agreed State-
ment of Facts. The Trial Court found that United main-
tained a congregational polity with respect to the use and
ownership of local church property and that the original
Babcock Session and its Board of Trustees were legally
entitled to make absolute and irrevocable gifts of that
church’s real and personal property to Merritt (App. D).
An appeal was filed with the Court of Special Appeals of
the State of Maryland, which reversed the decision of the
Trial Court 52 Md. App. 428, 449 A. 2d 1190 (1982).
The Court of Appeals of Maryland granted a Writ of Cer-
tiorari. On hearing the Court of Appeals confirmed the
decision of the Court of Special Appeals (App. A). On
September 27, 1983, the Court of Appeals denied Peti-
tioners’ timely Petition for Reconsideration (App. B). This
Petition for Writ of Certiorari followed.

The federal questions here sought by Petitioners to
be reviewed were raised as follows:

1. In oral argument by Counsel for Petitioners be-
fore the Trial Court, it was stated “Now then, having
dealt then with a little bit of the nature of the church,
this Court is well aware that the First Amendment
to the Constitution of the United States states that
Congress shall, in part, make no law respecting the
establishment of religion or prohibiting the free ex-
ercise thereof. And since now in our system of ju-
risprudence the Fourteenth Amendment has made that
First Amendment applicable to the states, it is ap-
plicable to Maryland, and you might as well say Mary-

10

land can make no law respecting the establishment of
religion nor deny the free exercise thereof. Therefore,
since the parties to this present litigation are religous
organizations, any resolution of the issue in this case
must stand the scrutiny by this civil court of the pro-
hibitions of the First Amendment litigation. So I
want to now spend a little time with this Court dis-
cussing the prohibitions that are developed in the
First Amendment litigation as they apply to this case”.
Then followed a long argument concerning these fed-
eral questions.

2. In Petitioners’ Brief in the Court of Special Ap-
peals of Maryland, the first statement relates to these
federal questions, as follows: “Since the parties to
this litigation are religious organizations, the Trial
Court recognized that any resolution of the issues must
withstand the scrutiny of the judicial principles and
restraints developed in First Amendment litigation
regerding the establishment and free exercise of re-
ligion clauses”. Then follows a long discussion of
these federal questions as they relate to the First
Amendment to the Constitution of the United States.

3. Petitioners raised as one of the Questions presented
in their brief to the Court of Appeals as follows:
“Whether the Court of Special Appeals violated the
First and Fourteenth Amendments to the United States
Constitution. . .”

4. In each of the briefs submitted by Petitioners to
the Trial Court, the Court of Special Appeals and the
Court of Appeals, Amendments 1 and 14 to the Con-
stitution of the United States were mentioned as con-
stitutional provisions involved in this case.

5. Petitioners’ Motion for Reconsideration in the

Court of Appeals of Maryland (App. C) raised these
federal questions throughout.

ll

REASONS FOR GRANTING WRIT

I

THE COURT OF APPEALS OF MARYLAND HAS
DECIDED A FEDERAL QUESTION IN A WAY IN
CONFLICT WITH COURTS OF LAST RESORT IN
CALIFORNIA AND SOUTH DAKOTA INVOLVING
THE WITHDRAWAL OF A LOCAL CONGREGATION
FROM THE UNITED PRESBYTERIAN CHURCH IN
THE UNITED STATES OF AMERICA.

On March 23, 1981 Babcock Memorial Presbyterian
Church (Babcock), by a vote of 228 to 6, in a congrega-
tional meeting duly called for that purpose, voted to with-
draw from the United Presbyterian Church in the United
States of America (United) and its constituent judicatories,
including the Presbytery of Baltimore (Presbytery) and
sought to retain its local church property after the sever-
ance. The Court of Appeals of Maryland held that United
had an interest in the Babcock property and thus refused
to allow the local congregation at Babcock to withdraw and
retain its local church property. Thus the Court of Appeals
of Maryland has awarded an interest in local church prop-
erty titled in Babcock Memorial Presbyterian Church, a
body corporate, to the Presbytery of Baltimore, a judi-
catory of United, after a due severance of the denomina-
tional connection by the local church even though in the
United Constitution there was no provision prohibiting such
a severance or imposing any penalty or forfeiture of prop-
erty upon such action, and no provision imposing an ex-
press trust on the local property on behalf of United; and
there was no language in the instrument by which the local
church acquired the property showing any connection with
United or expressing any trust therein for the denomina-
tion.

12

In the case of Presbytery of Riverside v. Community
Church of Palm Springs, 89 Cal. App. 3rd 910, 152 Cal.
Rptr. 854 (Ct. App., 4th Dist., 2nd Div., 1979), cert. den.
444 U.S. 974, 100 S. Ct. 469, 60 L. Ed. 2d 389 (1979) (Com-
munity Church) the appellate courts of California were
faced with a factual situation almost identical to that in
the case at bar. That case also involved the question of
ownership of local church property by a church which had
formerly been a member of United and withdrawn. The
same Book of Order (church constitution) was presented
to both the California and Maryland courts. The California
Appellate Court held that the local church was the abso-
lute owner of its property, that the local church had a
right to withdraw from United, and that United did not
have any interest in the local church’s property. The
Maryland Court reached the exact opposite conclusion in
Babcock although both Courts were using the neutral prin-
ciples of law approach.

More recently, the South Dakota Supreme Court has
decided, under the neutral principles of law approach de-
veloped in Jones v. Wolf, 443 U.S. 595 (1979), that a local
congregation could withdraw from United and keep its
local church property. The South Dakota Court initially
adopted the neutral principles approach in the case of Foss
v. Dykstra, S.D., 319 N.W. 2d 499 (1982). After that case
had been remanded to the Trial Court for a review in light
of the adoption of the neutral principles approach, the
South Dakota Supreme Court re-examined the same church
constitution presented to the Court of Appeals of Maryland
in Babcock and rendered an opinion on November 23,
1983 (App. E) that this constitution did not contain any
language granting to the denomination any interest in the
local church property and that the local church had a
right to withdraw from United, by majority vote, and
keep its local church property.

13

A comparison of the facts in the California case of
Community Church, and the Maryland case of Babcock will
show the factual similarities between the cases. The facts
in Babcock have been previously set out in the Statement
of the Case. In Community Church we see the following:

1. “It is undisputed, of course, that Community Church
has title to and possession of all the property in dis-
pute both, real and personal”. 89 Cal. App. 3d at
931.

2. “The original Articles of Incorporation of Com-
munity Church recited that it was ‘a church organized
under and adhering to the doctrines and disciplines
of the Presbyterian Church in the United States of
America’ and provided that the corporation ‘shall be |
at all times subject and adhere to the doctrines and
disciplines of the Presbyterian Church in the United
States of America’...”. 89 Cal. App. 3d at 929.

3. “Community Church unilaterally terminated its af-
filiation with UPCUSA”. 89 Cal. App. 3d at 914.

4. “UPCUSA claims ownership and the right to pos-
session of all the real and personal property standing
in the name of Community Church and possessed by
it on the date it terminated its affiliation with
UPCUSA”. 89 Cal. App. 3d at 914.

5. United “is organized in a hierarchical structure of
ascending representation levels of ecclesiastical autho-
rity called judicatories. That part of its constitution
dealing with the system of government is designated
‘the Book of Order’”’. 89 Cal. App. 3d at 915.

6. “The congregants of Community Church, by an
overwhelming majority, voted to withdraw from
United. Then, United appointed an Administrative
Commission to take over Community Church”. 89 Cal.
App. 3d at 918-919.

14

7. “With the exception of a small amount of money
received from the Presbytery of Riverside early in Com-
munity Church’s history, all funds used to purchase
and improve properties of Community Church came
from its members or non-member individuals residing
in or visiting the desert area of Riverside County and
not from or through the efforts of Plaintiffs
(UPCUSA)”. 89 Cal. App. 3d at 929.

Likewise a comparison of the facts in the South Dakota
case of Foss v. Dykstra, and the Maryland case of Babcock
will show the factual similarities between these cases.
In Foss v. Dykstra we see the following:

1. “Record title is vested in local church corporation,
organized and existing under the laws of South
Dakota”. (App. E p. A60).

2. “On November 24, 1980, due to doctrinal differ-
ences, a majority of the members of a Local Church
by vote of 198 to 32 adopted a ‘Resolution of Seces-
sion’ to sever affiliation with UPCUSA”. (App. E pp.
A58).

3. “National Church responded by initiating this
action to obtain, use, control and possession of a Local
Church’s real and personal property”. (App. E p. A58).

4. “The parties agree that the United Presbyterian
Church in the United States of America is a hierar-
chical organization as distinguished from congrega-
tional form of church associations”. 319 N.W. 2d at 499.

5. Local Church borrowed money from United and
gave a mortgage as security. This mortgage contained
a provision that:

“This mortgage and the obligation which it secures
shall become due and payable immediately upon the

15

mortgagor’s severing its denominational connection
with the General Assembly of United Presbyterian
Church in the United States of America. . .”. (App.
E p. A61).

The conclusions reached by the Maryland, California
and South Dakota Courts based on similar factual situa-
tions as they scrutinized and applied neutral principles to
the Constitution of United, are as follows:

A. In Babcock the Maryland Court concluded:

1. ... “that Babcock is not a congregational church
but the relationship here is one that is hierarchical in
nature. Accordingly the Presbytery has an interest
in this property”. (App. A p. Al6).

2. By failing to rule on Babcock’s right-to-withdraw
in its initial opinion (App. A) and denying Babcock’s
Motion for Reconsideration (App. C), the Court in
effect denied Babcock the right, by majority vote, to
withdraw from the ecclesiastical jurisdiction of United
and maintain the ownership and right to control its
local church property.

B. In Community Church the California Court con-
cluded:

1. “It is undisputed that a local church within
UPCUSA may withdraw and terminate its affiliation”.
89 Cal. App. 3d at 924.

2. “The property of a local church, even one that is
part of a general church organization of a hierarchical
structure, is held in trust by a religious non-profit cor-
poration for the benefit of the local church congrega-
tion”. 89 Cal. App. 3d at 927.

C. In Foss v. Dykstra the South Dakota Court con-
cluded:

ae SE ET

16

1. “We determined that Local Church is entitled to
control over this local church property and that Na-
tional Church has no interest therein”. (App. E p. A68).

2. “Here, the majority of members of Ebenezer United
Presbyterian Church voted to withdraw from
UPCUSA. Since there are no express provisions to
overcome this presumption of majority representation,
this majority represents Ebenezer United Presby-
terian Church. Accordingly, we affirm Trial Court’s
decision awarding control of local church property to
a Local Church”. (App. E p. A67).

It is obvious that these State Courts have differing
opinions as to the exact meaning of this Court’s instructions
in Jones v. Wolf, and consequently have rendered conflict-
ing decisions affecting local churches of the same denom-
ination. It is clear that in Jones v. Wolf this Court stated
that unless there is express language of trust in legally
cognizable form in the instruments of title or in the con-
stitution of the denomination, then no such trust can be
inferred or implied through a searching inquiry into the
church constitution. But State Courts continue to render
conflicting opinions on this Federal Question. Not only
have the courts of last resort of the jurisdictions of Mary-
land, California and South Dakota issued contrary opinions
involving the same denomination; but litigation is also
pending at various stages involving local congregations
who have withdrawn from United or The Presbyterian
Church in the United States in the States of New York,’

3. First Presbyterian Church of Schenectady, et al. v.
United Presbyterian Church in the United States and Presbytery
of Albany. This case involves a United church and the United
denomination. Judgment rendered February 12, 1981 in Supreme
Court of New York, Saratoga County awarding property to local
church that had withdrawn from United. Order reversing en-
tered by Supreme Court of New York, Appellate Division of the
Third Judicial Department on March 21, 1983. Case now on
appeal to Court of Appeals of New York.

17

Ohio,‘ Michigan,’ Pennsylvania,’ Missouri,’ Tennessee,*

4. Bernadine Christensen, et al. v. Richard Roumfort, et al.
Opinion and Judgment entered on September 13, 1983 in the
Court of Common Pleas, Case No. C.V. 983, in Mahoning County,
Ohio. This case involves Tabernacle United Presbyterian Church
which voted to withdraw from Eastminster Presbytery of United.
Trial Court concluded that local church could withdraw and keep
its property. Case is on appeal.

5. Calvary Presbyterian Church v. Presbytery of Lake
Huron of the United Presbyterian Church in the United States
of America. This case involves a local church in Flint, Michigan,
which withdrew from the United denomination. On February 28,
1983, the Trial Court, the Circuit Court for the County of Gen-
essee, entered a judgment for the United. Case is now on appeal.

6. The Presbytery of Beaver-Butler of the United Presby-
terian Church in the United States, et al. v. Middlesex Presby-
terian Church, et al. This case involves a United local church
which withdrew from the United denomination. The Trial Court,
the Court of Common Pleas of Butler County, Pa. awarded the
property to the local church. The case is now on appeal in the
Commonwealth Court of Pennsylvania, Docket No. 1740-CD-1982.

The Presbytery of Philadelphia of the United Presbyterian
Church in the United States of America, et al. v. The Tenth
Presbyterian Church, et al. This case involves a United local
church which withdrew from the United denomination. By
Judgment entered July 26, 1983, the Trial Court ruled that the
local church could not withdraw from United and retain control
of its property. Case is on appeal in the Commonwealth Court
of Pennsylvania.

The Presbytery of Donegal v. Wayne Wheatley, et al. in
the Court of Common Pleas of Chester County, Pa., Docket No.
1456 (In Equity, 1981). This case involves Faggs’ Manor Pres-
byterian Church of Cochranville, Pa. which withdrew from the
United denomination. Case being held in Trial Court awaiting
outcome of other similar cases.

The Presbytery of Donegal v. S. Reed Calhoun, et al. in
the Court of Common Pleas of Chester County, Pa., Docket No.
78-80 (In Equity). This case involves Coatesville Presbyterian
Church, a local church, which withdrew from the United de-
nomination. Case being held in Trial Court awaiting outcome of
other similar cases.

Presbytery of Philadelphia, et al. v. J. R. Miller Memorial
Presbyterian Church, et al. in the Court of Common Pleas of
Delaware County, Pa., Docket No. 80-12077. This case involves
a local Presbyterian church which withdrew from the United
denomination. Case is being held in Trial Court awaiting outcome
of other similar cases.

Printer’s Note: Due to the length of the footnotes and the
page, footnotes 7 and 8 can be found on p. 18.

18

Texas.’ Additionally there are many cases pending involv-
ing other denominations on these same issues.

It is of the utmost importance that the First Amend-
ment rights guaranteed under the Constitution be uni-
formly applied throughout the nation. Consequently a
further clarifying opinion from this Court is required.

II

THE COURT OF APPEALS OF MARYLAND IN-
CORRECTLY INTERPRETED THIS COURT’S RUL-
ING IN JONES V. WOLF, IN GRANTING UNITED
AN INTEREST IN THE PROPERTY OF A WITH-
DRAWN..LOCAL CHURCH IN THE ABSENCE OF
TRUST LANGUAGE IN SOME “LEGALLY COG-
NIZABLE FORM” IN FAVOR OF THE DENOMINA-
TION.

In Jones v. Wolf this Court cautioned denominations,
such as United, that they should modify deeds, corporate
charters, or church constitutions to recite an express trust

7. Presbytery of Eligah Parish Lovejoy, et al. v. Memorial
Presbyterian Church of St. Louis, et al. This case involves a
local church which withdrew from the United denomination. The
Trial Court the Circuit Court of the City of St. Louis, Missouri
on December 16, 1982 held that under the rule of deference of
Watson v. Jones, 80 U.S. 679 (1871), which has been followed
by Missouri, the denomination was entitled to the local church’s
property. Case is now on appeal in the Missouri Court of Ap-
peals, Eastern District, Docket No. 46810.

8. Presbytery of Middle Tennessee, et al. v. The Madison
Presbyterian Church, Inc., et al. This case involves a local
church which withdrew from the PCUS denomination (same de-
nomination in Jones v. Wolf case). On August 5, 1983 the Trial
Court in the Chancery Court for the State of Tennessee, 9th
Division, Davidson County, rendered an opinion awarding the
property to the local church under the Jones v. Wolf decision.
Case is on appeal to Supreme Court of Tennessee.

9. Grace Union Presbytery, Inc. v. Casa Linda Presbyter-
ian Church, Cause No. 81-3584J in the 191st District Court of
Dallas, Texas. This case involves UPCUSA-PCUS Union Pres-
bytery and church. Case is pending on motion for summary
judgment in the Trial Court.

19

if the denomination expected to exert control over local
church property; and therein this Court stated that if such
trust language existed, civil courts would be bound to
enforce it provided it was contained in some “legally
cognizable form”. 443 U.S. at 606. In Jones v. Wolf this
Court continued by cautioning state courts that adopted
the neutral principles approach for resolving church prop-
erty disputes to review religious documents using “special
care to scrutinize the document in purely secular terms”
to determine if the parties intended to create a trust. 443
U.S. at 604. The Courts of the State of Maryland were one
of the originators of the neutral principles approach in such
disputes, Maryland and Virginia Eldership v. Church of
God at Sharpsburg, 249 Md. 650, 241 A. 2d 691 (1968),
vacated 393 U.S. 528, reaff’d, 254 Md. 162, 254 A. 2d 162
(1969), appeal dismissed, 396 U.S. 367 (1970), and the Court
of Appeals of Maryland acknowledged the continued use of
that approach in the present case (App. A p. Al7). How-
ever it is obvious that the Court of Appeals of Maryland
erred in its attempt to apply the neutral principles analy-
sis, as refined by this Court in Jones v. Wolf, to the facts
presented in the present case.

The Court of Appeals of Maryland apparently held
that United, or its affiliate the Presbytery of Baltimore,
had an interest in this local church property for two
separate reasons. First, the Court held that because
United was “hierarchical in nature” the Presbytery had an
interest in the local church property. The Court noted as
follows:

... that Babcock is not a congregational church but
the relationship here is one that is hierarchial [sic] in
nature. Accordingly, the Presbytery has an interest
in this property (App. A p. Al6).

This reasoning is diametrically opposed to that contained
in this Court’s opinions in Presbyterian Church v. Hull

20

Church, 398 U.S. 440, 21 L. Ed. 2d 658, 89 S. Ct. 601 (1969)
and in Jones v. Wolf. In this Court’s initial enunciation
of the neutral principles approach in Hull, the Court noted
that the denomination there involved, Presbyterian Church
in the United States (PCUS), was “hierarchical”. 21 L.
Ed. 2d at 661. Also, in Jones v. Wolf, this Court noted in its
initial paragraph that the denomination there involved,
PCUS, was a “hierarchical church organization”. 443 U.S.
at 597. The denominational similarities between PCUS
and United were demonstrated by their merger in June
1983 to form the denomination known as the Presbyterian
Church in the United States of America (PCUSA). In
neither Hull nor Jones v. Wolf was the mere fact that the
denomination was “hierarchical” alone sufficient to de-
termine that the presbyteries there involved had any in-
terest in the local church property. For a court to make
such a determination without a review of the particular
portions of the church constitution involving property
would be a clear violation of the Establishment Clause of
the First Amendment. In the very first sentence of Jones
v. Wolf, this Court wrote:

This case involves a dispute over the ownership of
church property following a schism in a local church
affiliated with a hierarchical church organization. 443
U.S. at 597 (emphasis added).

If the mere fact that the structure of the denomination
was “hierarchical” had been sufficient to give the denomi-
nation an interest in the property, then Jones v. Wolf
would have ended with that first sentence. If this Court
had applied the judicial principle in Jones v. Wolf that the
Maryland Court applied in the case at bar, then the local
church property would have been awarded to the denomi-
nation rather than to the majority faction of the local
church. But when Jones v. Wolf was remanded to the Su-

21

preme Court of Georgia in the light of this Court’s decision,
the Supreme Court of Georgia held:

The Trial Court found that the Vineville Presbyterian
Church had been a connectional church within the
Augusta-Macon Presbytery and the Presbyterian
Church in the United States but correctly held that
more than a mere connectional relationship between
the local church and the general church must exist
to give rise to property rights in the general church.
243 S.E. 2d at page 864.

The Court of Appeals of Maryland obviously violated the
Establishment Clause of the First Amendment and mis-
applied the neutral principles approach by granting to the
Presbytery an interest in this local church property sim-
ply because the denomination was “hierarchial [sic] in
nature”.

The dangers of such an approach were pointed out in
the recent case of Piletich v. Deretich, Minn., 328 N.W. 2d
696, decided by the Supreme Court of Minnesota on De-
cember 30, 1982. That case involved the same Serbian
Eastern Orthodox denomination that was involved in the
case of Serbian Eastern Orthodox Diocese v. Milivojevich,
426 U.S. 696 (1976) decided by this Court. In Piletich the
factual situation is similar to the case at bar; and there the
Minnesota Court warned against deciding these types of
cases on structure alone. After recognizing that mere
structure alone is insufficient to give the denomination an
interest in the property, the Minnesota Court then looked at
the majority rule principle as set out in Jones v. Wolf. The
Minnesota Court found that the Constitution of the denom-
ination gave church congregations the power to “acquire
and hold either personal or real properties, and have all
the rights and obligations in that capacity.” 328 N.W. 2d at
702. That Court then found that the presumptive rule of

22

majority representation must result in a judgment for the
majority in the local church under the deeds, local charter,
and the Constitution of the denomination following the
directions of this Court in Jones v. Wolf. In speaking of
the reasons the neutral principles approach is a better
approach than other approaches, the Minnesota Supreme
Court stated:

This approach obviates consideration of what litigants
belong to a “hierarchical church”, an area fraught
with constitutional pitfalls and provides a forum even
for members of a hierarchical church which has not
developed effective rules for settling property disputes
among members. 328 N.W. 2d at 701.

On cross-motions for summary judgment, the Minnesota
Supreme Court in Piletich unanimously rejected the mi-
nority’s trust argument and held that the local church cor-
poration could retain its property. The Court recognized
that judicial resolution of church property disputes must
be “contract-based” with courts “deferring to decisions of
church hierarchy only when the church rules or constitu-
tion. . . specifically require.” 328 N.W. 2d at 701.

Thus to give a denomination an interest in local church
property simply on the basis that the denomination is
“hierarchical” is to “establish a religion” in direct violation
of the prohibition in the First Amendment to the U. S.
Constitution. Such would violate the mandates of this
Court in the cases of Kedroff v. St. Nicholas Cathedral,
344 U.S. 94 (1952) and Kreshik v. St. Nicholas Cathedral,
363 U.S. 190 (1960) which held that a State cannot do,
by either legislative action or judicial fiat, for the parties
what the parties have not first provided for between them-
selves in their contract with each other. Hence in the case
at bar, the binding of the local property to the denomination
is solely by virtue of state action (judicial in this instance)

23

and clearly constitutes an establishment of religion of the
denomination and denial of the free exercise of religion to
the members of the local congregation.

Secondly, the Court of Appeals of Maryland appar-
ently refused to let this local church withdraw from this
denomination and retain its property because:

The Trustees of Babcock were bound by their own
by-laws to follow the established mandates of United
(App. A p. Al7).

Indeed, both Article I, Section 2 and Article V, Section 3
of Babcock’s corporate by-laws acknowledge the affiliation
of this local church corporation with United and that the
corporation was “subject to” and “subordinate to” the Con-
stitution of United. Obviously, all these by-law provisions
do is refer the parties and the courts back to the Consti-
tution of United to determine the respective rights of the
parties in this local church property. It is undisputed that
all parties in this church property dispute are bound by
the terms of United’s Constitution as contained in its Book
of Order. However, your Petitioners respectfully show
that it was stipulated by the parties in this case that noth-
ing in that Book of Order prohibits this local church from
withdrawing from this denomination and retaining its
local church property, and there was no express trust lan-
guage in United’s Constitution that grants to the denomina-
tion any interest in this property under the facts pre-
sented in the case at bar.

Six sections of United’s Constitution are cited in the
Maryland Court of Appeals’ decision. These are Sections
41.08, 41.15, 62.04, 62.08, 62.11 and 62.12. (Sections com-
parable to 41.08, 41.15, 62.04, 62.08 and 62.11 were in the
PCUS Constitution which was before this Court in Jones
v. Wolf and are contained in Appendix F.) Section 62.11
and 62.12 deal specifically with property and were the

24

ones most relied upon by the Maryland Court. These sec-
tions must be read in the light of the stipulations in this
case. The parties stipulated as follows:

Except for 62.11 quoted above, there is no specific
provision in the constitution of United or any relevant
document of title involved in the case at bar, which
gives the Presbytery of Baltimore or any higher judi-
catory in United, any proprietary or contractual in-
terest in the real or personal property involved in
this lawsuit. Likewise, on March 14, 1981, and prior
to that date, there was no specific provision in the
Constitution of United imposing an express trust on
local church property for the benefit of the presbytery,
the synod, the General Assembly or the denomination

as a whole.

There are no express provisions in the Constitution
of United outlining any method or procedure for a
local United Church to change its denominational af-
filiation, nor is there any express provision permitting
or prohibiting a local church to withdraw from United:
Except as Section 62.11 may apply, there are no spe-
cific provisions in the Book of Order imposing a pen-
alty or forfeiture of property upon such a withdrawal.

* * *

On March 14, 1981, and until the present date, Bab-
cock has not been dissolved by the Presbytery, or
become extinct by reason of the dispersal of the
church’s members, the abandonment of the church’s
work or other cause.

From these stipulations it can be seen that United admits
that no express trust is contained in its Constitution, with
the possible exception of 62.11, and that United’s Consti-
tution gives no proprietary or contractual interest in the

25

local church’s property to the Presbytery of Baltimore or
any higher church court of United. When read in light
of these stipulations, it is clear that Section 62.12 is a
permissive rather than a proprietary grant. The denomi-
nation received no property interest through this section
nor has the denomination claimed that this section granted
them any property interest in the local church property.
It was merely a provision included in the Book of Order
to prevent a local church from becoming financially over-
burdened by overencumbering its real property. It grants
to the Presbytery a veto over certain situations but
does not grant the Presbytery any property interest. Fur-
ther, it is to be noted that Section 62.12 does not purport
to deal with all local church property. For example, it
deals only with the real property and does not deal with
personal property. It does not restrict a local church in
buying real property not subject to an encumbrance, nor
does it entitle Presbytery to any money or proceeds of a
sale when local church property is sold. Additionally, it
does not cause Presbytery to incur legal obligations to pay
the debt of the local church simply by granting permission
to the local church to mortgage its property. Accordingly,
Section 62.12 is permissive and supervisory only.

If any trust interest is created in the Book of Order it
must be found in Section 62.11. While Section 62.11 of the
Book of Order does provide for a trust in favor of United in
the property of a local church, far from creating a general
trust, it does so only in the very limited circumstances set
out in the section. In order to invoke the trust powers of
this section it is necessary that there either be a formal dis-
solution of the local church by the Presbytery or the ex-
tinction of the local church by reason of the dispersal of
its members, the abandonment of the local church’s work
or other cause. As the foregoing stipulation clearly in-
dicates, the criteria required for the operation of Section

26

62.11 are not present in the case at bar. It is specifically
stipulated that Babcock has not been dissolved by the
Presbytery nor has it become extinct by reason of the
dispersal of its members, the abandonment of its work
or for other cause. Therefore, since it was expressly stipu-
lated that when Babcock withdrew from United there was
no express trust on local church property in favor of the
denomination nor did United have any proprietary interest
in Babcock’s property, either express or implied, except
by virtue of Section 62.11, and it is further stipulated that
the factors necessary to invoke Section 62.11 have not oc-
curred in the case at bar, it is clear that neither United
nor any of its constituent judicatories have any property
interest in this local church property.

As was pointed out in the case at bar, United attempted
to pass an amendment to its Constitution in 1929 which
would have imposed an express trust on local church
property for the denomination. This amendment failed.
It is the only time in the history of United that an attempt
was made to impose such an express trust until after
Jones v. Wolf. Recognizing that it had not developed
effective rules for settling property disputes among its
members, United then went to work to propose such a
property amendment to its Constitution which would im-
pose an express trust on local church property for the
denomination. This amendment did pass and became a
part of United’s Constitution in May 1981, after the con-
troversy in the subject case arose. So at the time the
dispute arose in the instant case, there was no trust in
local church property for the denomination as has been
stipulated by the parties in the Agreed Statement of Facts.

Hence, it is clear that there is no language in “legally
cognizable form” in the documents affecting the title to
the property of Babcock nor in the documents affecting

27

the relationship of Babcock to United that create any
interest for United in the property of Babcock. By grant-
ing such an interest to United, the Maryland Court is in
direct conflict with this Court’s decision in Jones v. Wolf.

Two main questions were before the Maryland Court,
to wit:
1. Could Babcock give its property to Merritt?

2. When a majority of the members of Babcock
severed their ecclesiastical affiliation with United, did
this majority retain the right to the ownership, use
and possession of the property belonging to Babcock?
(App. C p. A22).

The Maryland Court answered the first question by
stating that the gift from Babcock to Merritt was void. At
this point we do not wish to argue with this conclusion. It
is the Maryland Court’s answer to the second question that
we raise specifically in this Petition. There the Maryland
Court denied the majority of the members of Babcock
their right to sever their ecclesiastical affiliation with
United and retain the ownership, use and possession of
Babcock’s property. This judgment by the Maryland Court
was in spite of Stipulations in the Agreed Statement of
Facts by the parties, to which we have previously pointed,
that there was no method or procedure in United’s Con-
stitution outlining any specific way or procedure for
a local United church to change its denominational af-
filiation nor was there any express provision permitting
or prohibiting a local church from withdrawing from United
nor was there any specific provision imposing a penalty
or forfeiture of property upon such withdrawal, except
as might be found in Section 62.11. We have further
pointed to the mortgage on the disputed property given
by Babcock in 1951 to the Board of National Missions of
United (App. G) specifically stating that “this mortgage

28

and the obligation which it secures shall become due and
payable immediately upon the mortgagor’s severing its
denominational connection with the General Assembly of
the Presbyterian Church in the United States of Amer-
ica...” In Jones v. Wolf, this Court stated that in order
for a civil court to enforce a trust on local church prop-
erty on behalf of a denomination there must be language
in some document in a “legally cognizable form”. We
submit that this same reasoning would apply to the right
of a local church to withdraw from a denomination. We
submit that the above language clearly shows that the
parties recognized the right of the local church to withdraw
from the denomination and the right of the local church to
its property upon a withdrawal. We believe this language
should be as binding in favor of the local church as
would language of trust in the documents be binding in
favor of the denomination. The Maryland Court therefore
incorrectly interpreted this Court’s ruling in Jones v. Wolf
in denying Babcock the right to withdraw and keep its
property in the light of this clear language “in legally
cognizable form” as a part of the contract between the
parties.

Finally, we believe this Court’s reasoning in Larkin
v. Grendel’s Den, Inc., 74 L. Ed. 2d 297 (decided De-
cember 13, 1982) applies to the case at bar. Therein,
this Court made an excellent analysis of the prohibitions
of the Establishment Clause of the First Amendment to
the U. S. Constitution. One such prohibition is to avoid
“an excessive government entanglement with religion’.
In discussion of the Establishment Clause of the First
Amendment Chief Justice Burger wrote:

As these and other cases make clear, the core rationale
underlying the Establishment Clause is preventing
“a fusion of governmental and religious functions.”

29

The Framers did not set up a system of government
in which important, discretionary governmental
powers would be delegated to or shared with religious
institutions. 74 L. Ed. 2d at 307.

The Maryland Court’s ruling in favor of United violates
the test applied in Larkin. The unrebutted evidence shows
that United’s internal laws did not give United a trust
in Babcock’s property at the time Babcock disaffiliated;
nor did those laws give any organ of United power to arbi-
trate property disputes with disaffiliating churches. The
Maryland Court’s decision would strip the members of
Babcock of their property, regardless of whether the con-
tract from which United draws its rights-the Book of Order-
gives it such power. Giving a religious body civil power
over members beyond those powers assented to by the
members is nothing but a pro tanto delegation of govern-
mental powers to that religious body. Such a delegation of
power is flatly forbidden by Larkin. Such a delegation is
even more indefensible, when as is the case here, the per-
sons over whom the religious body seeks to assert power
are no longer members of the religious body. Indeed, the
Maryland Court’s ruling in this case would be even more
egregiously violative of the Establishment Clause than the
statute in Larkin for there is not even a colorable secular
interest in so ruling. There can be no secular reason for
a court to interfere with the contract formed by the in-
ternal laws of United for all to read in the Book of Or-
der. Larkin thus confirms that the Maryland Court vio-
lated the Establishment Clause of the First Amendment
to the Constitution of the United States in granting to
United an interest in this local church’s property.

For all these reasons, we submit that the Court of
Appeals of Maryland incorrectly interpreted this Court’s
ruling in Jones v. Wolf in granting United an interest in

30

the property of a withdrawn local church in the absence
of trust language in some “legally cognizable form” in
the favor of the denomination and in denying the right of
a local church to withdraw and keep its property in the
absence of the “legally cognizable” language prohibiting
the same in the contract between the parties.

CONCLUSION

We respectfully urge the Court, for all of the reasons
set forth above, to grant a Writ of Certiorari and to re-
verse the decision below.

Respectfully submitted,

WARREN JACKSON WILLIAMSON
(Counsel of Record)
P.O. Box 467
Greenville, Alabama 36037
(205) 382-2635

Mark E, WERNER, II
1102 Court Square Building
Baltimore, Maryland 21202

Davin S. PEARL

1209 Court Square Building
Baltimore, Maryland 21202

Attorneys for Petitioners

Al

APPENDIX

APPENDIX A
Filed: August 17, 1983

OPINION OF THE COURT OF APPEALS
OF MARYLAND

OPINION OF COURT OF APPEALS OF MARYLAND
September Term, 1982

Babcock Memorial Presbyterian Church, et al.
v.

The Presbytery of Baltimore of The United Presbyterian
Church in the United States of America, et al.

Docket No. 102
Reported - 464 A.2d 1008
Opinion by Smith, J.

In this case involving a dispute as to ownership and
control of church property we shall affirm the decision
of the Court of Special Appeals in Presbytery v. Babcock
Mem. Pres. Ch., 52 Md. App. 428, 449 A.2d 1190 (1982).

Judge Thompson stated for the Court of Special
Appeals:

“Certain disputes, ecclesiastical in nature, arose
between Babcock [Memorial Presbyterian Church]
and the higher judicatories of [The] United [Presby-
terian Church in the United States of America], and

A2

at an August 5, 1980 meeting, the Session [of Bab-
cock] voted to recommend to the congregation that ap-
propriate actions be taken to sever Babcock’s relation-
ship with [the] Presbytery [of Baltimore] and United.
On September 18, 1980, the Presbytery, at its regular
monthly meeting, established an Administrative Com-
mission to investigate the alleged disorders at Bab-
cock and to recommend to the Presbytery whether
Babcock’s Session should be dissolved and replaced
with the Administrative Commission as provided in
The Book of Order.* Meetings were held between the
Commission and leadership and congregation of Bab-
cock without resolution of the problem. The Session,
on March 14, 1981, made an ‘absolute and irrevocable
gift’ of the subject property to Merritt.‘ On March 16,
1981, after the deed of the real property had been
recorded in the Land Records of Baltimore County, a
letter advising of the gift transfers was hand delivered
to Presbytery. On March 23, 1981, at a meeting called
by the Session and Board of Trustees of Babcock, the
membership voted by a majority of those present
(228-6) to withdraw from United and its constituent
judicatories. The membership further ratified and
adopted as their action, the acts of the Session and the
Board of Trustees in conveying the property as gifts to
Merritt.

“In late March 1981, the Administrative Commis-
sion assumed possession of the Babcock property and
required Babcock congregants to leave the premises.
On several occasions thereafter, members of Merritt
attempted to gain access to the church for purposes of
a congregational meeting, but were denied by the ap-
pellants. Merritt thereafter filed suit in ejectment
and trespass to regain possession of the property and

ee

A3

the Presbytery and members of the Commission
brought suit to have the deeds to Merritt set aside.”

“3. Section 41.15 of The Book of Order provides:

“*15. Whenever, after a thorough investigation,
and after full opportunity to be heard has been ac-
corded to the session in question, the presbytery of
jurisdiction shall determine that the session of a par-
ticular church is unable or unwilling to manage wisely
the affairs of its church, the presbytery may appoint
a commission composed of ministers and ruling elders,
with the full power of a session. This commission shall
take the place of the existing session, if any, which
shall cease to act until such time as the presbytery
shall otherwise direct.’

“4. Merritt Boulevard Presbyterian Church of
Dundalk, Inc., was incorporated on April 15, 1980 as
an unaffiliated Presbyterian Church. It has fourteen
members and its principal place of worship is in Dun-
dalk, Maryland.” 52 Md. App. 431-33.

Merritt Boulevard Presbyterian Church of Dundalk,
Inc., filed a suit in ejectment against the Presbytery of
Baltimore of The United Presbyterian Church in the United
States of America and the Administrative Commission des-
ignated by it relative to Babcock. The suit sought to gain
possession of real property at 8240 Loch Raven Boulevard
in Baltimore County, said to have been conveyed to Mer-
ritt by the Session and the Board of Trustees of Babcock.
The Presbytery and its Administrative Commission than
filed a suit in equity against Babcock, its former pastor, its
former associate pastor, a number of persons who were
members of the deposed Session of Babcock, the various

A4

individual members of the Board of Trustees of Babcock,
Merritt, and the members of the Session of Merritt. It
sought an interlocutory and permanent injunction against
interference with the Administrative Commission in the
exercise of its authority over the affairs of Babcock, that
Merritt and the members of its Session be ordered to trans-
fer and convey to Babcock the real and personal property
received by it from Babcock, an accounting, and other
relief. Former members of Babcock filed a counterclaim
for release of its personal property. The cases were sub-
mitted to the Circuit Court for Baltimore County on an
agreed statement of facts.

We are further informed by the agreed statement of
facts:

“Approximately 50 to 75 members of the Babcock
congregation who remain members of UNITED met
at Faith Presbyterian Church, 5400 Loch Raven Boule-
vard, until June 21, at which time they resumed
UNITED worship services and other related activities
in the church building at 8240 Loch Raven Boulevard.
Approximately 250 to 300 of those who have with-
drawn from UNITED are meeting at the Loch Raven
Elementary School. Babcock has not been dissolved
by the Presbytery or become extinct by reason of the
dispersal of its members, the abandonment of its work
or other cause.”

The trial court found “that ‘United’ maintains a con-
gregational polity with respect to the use and ownership
of local church property” and that the original Babcock
Session and its Board of Trustees were legally entitled to
make absolute and irrevocable gifts of that church’s real
and personal property to Merritt. An appeal followed to
the Court of Special Appeals which reversed. We granted
a writ of certiorari.

A5

I

The Park Presbyterian Church of Baltimore City was
incorporated in 1891. Art. VI of its charter provided that
it should “forever remain a Presbyterian Church in ac-
cordance with the Standards of the Presbyterian Church
of the United States.” It began as a mission of Brown
Memorial Presbyterian Church, a member of the Presby-
tery of Baltimore, under the leadership of that church’s
pastor, the Rev. Maltbie D. Babcock. It was originally
located at North and Madison Avenues in Baltimore City
on a lot purchased by funds provided as a part of Brown
Memorial’s mission effort. Assistance in the erection of its
church building was provided by friends of Dr. Babcock
at Brown Memorial and by Brick Presbyterian Church in
New York City. Virtually from its inception Park was a
member of the Presbytery of Baltimore. The Presbytery
of Baltimore was part of The Presbyterian Church in the
United States of America which later merged with The
United Presbyterian Church of North America to form the
church now known as The United Presbyterian Church
in the United States of America.

Park was incorporated under our general religious
corporation law now embodied in Maryland Code (1975)
$§ 5-301 to -313, Corporations and Associations Article.'
Relative to what was then Code (1957) Art. 23, §§ 256 to
270, upon which those sections are based, Judge Barnes
commented for the Court in Md. & Va. Eldership v. Sharps-
burg, 249 Md. 650, 657, 241 A.2d 691 (1968) (Eldership I),

1. At the time of Park’s incorporation the General Assembly
had not enacted legislation relative to Presbyterian churches such
as that relative to the United Presbyterian Church in the United
States of America now found in Code (1975, 1982 Cum. Supp.)
§§ 5-329 to -332, Corporations and Associations Article. We do
not consider those sections in reaching our decision here. If we
were to do so it would reinforce our conclusions.

A6

vacated, 393 U.S. 528, reaff’d, 254 Md. 162, 254 A.2d 162
(1969) (Eldership II), appeal dismissed, 396 U.S. 367
(1970), that the statute “is based upon and largely follows
the original legislation on this subject, ie., the Act of
1802, chapter 111.” We know not what the law of the
Church was at the time of Park’s incorporation but today
§ 62.04 of United’s Book of Order requires each local church
to be incorporated unless forbidden by state law.

Despite inferences to the contrary which may be drawn
from corporate names of some churches, “[u]nder the
Maryland system of incorporating religious societies the
trustees and not the congregation constitute the corpora-
tion.” Phillips v. Insley, 113 Md. 341, 349, 77 A. 850 (1910),
citing Bethel Church v. Carmack, 2 Md. Ch. 143 (1849),
and Stubbs v. Vestry of St. John’s, 96 Md. 267, 275, 53 A.
917 (1902). Phillips was quoted in Gildenhorn v. Columbia
R.E. Title, 271 Md. 387, 404, 317 A.2d 836 (1974).
Numerous other states follow a similar procedure for
church corporations. See C. Zollmann, American Church
Law § 106 (1933).

In 1901 the name of Park was changed to Babcock
Memorial Presbyterian Church of Baltimore City. That
name, after relocation at 8240 Loch Raven Boulevard, was
changed to Babcock Memorial Presbyterian Church.

At the time of the move to Loch Raven Boulevard the
Presbytery made available to Babcock residual funds of
Olivet Presbyterian Church of Canton. A plaque me-
morializing that fact appears in the narthex of Babcock.

In 1968 Babcock adopted a set of by-laws, Article 1,
§ 2 of which provides:
“This church is affiliated with the United Presby-

terian Church in the United States of America and
is under the care of and subject to the jurisdiction

A7

of the Presbytery of Baltimore. These By-Laws shall
be subordinate to the Constitution of the United Pres-
byterian Church and nothing contained herein shall
be interpreted to the contrary.”

The original deed to Babcock for the Loch Raven
Boulevard land is to “The Babcock Memorial Presbyter-
ian Church of Baltimore City, a corporation of the State
of Maryland ....” Neither in the granting clause nor
in the habendum clause is there any restriction of any
kind. On May 15, 1980, the Board of Trustees and the
Session of Babcock conveyed the land in question, without
consideration, to Conduit, Inc., which in turn reconveyed
the land in question to the named trustees of Babcock “for
the uses and purposes and with the powers and subject
to the limitations hereinafter set forth ....” In the
habendum clause it is specified that the conveyance to
the trustees is “in trust for the following uses and trust
purposes and with the powers and subject to the limita-
tions hereinafter set forth’ which include that they are
to “hold title to the property .. . for the use and benefit
of the majority of the active communicant members of
that congregation presently identified as the congregation
of the [sic] The Babcock Memorial Presbyterian Church,”
with further provisions as to who shall be members, for
election of trustees, and notices of meetings. The trustees
joined in the deed from Conduit “for the purpose of evi-
dencing the assent of said church to the provisions [t]here-
of” and also “for the express purpose of consenting to
and accepting the trust and confidence imposed upon
them.” No consent of the Presbytery was obtained for
the deed to Conduit or the deed to Merritt although § 62.12
of The Book of Order of United provides that a church
shall not sell, mortgage or encumber its real property
without the Presbytery’s consent.

A8

II

In arguing for a reversal of the decision of the Court
of Special Appeals, Babcock and Merritt contend that the
latter court failed to employ the neutral principles of law
doctrine as enunciated by this Court in Eldership I and
II, that in awarding the property of the local church to
the denomination the court followed the theory of im-
plied trust declared by this Court in Eldership I “as not
being the law of this state,” that it erred in awarding
the property to the Presbytery “in the absence of a spe-
cific finding that the deeds, local church charter, or
constitution of the United Presbyterian Church contained
language in a ‘legally cognizable form’ expressing a trust
or causing a reverter or forfeiture of the property of
the local church to United in the event of a schism or
withdrawal by the local church,” and that it failed to
comply with Maryland Rule 1086 in reviewing the findings
of fact of the trial court. Since there was a stipulation
between the parties as to the facts, there was no error on
the latter point.

III

In Eldership I, 249 Md. 650, Judge Barnes said for the
Court:

“In considering questions in regard to the use of
church property it is usually important, in the absence
of express language in the deed conveying the prop-
erty or making the gift, to consider the ‘polity’ or
form of church government which the particular de-
nomination has. In the note in 75 Harv. L. Rev., at
pages 1143-4, the three general types of church polity
are defined as follows:

‘At least three kinds of internal structure, or
“polity,” may be discerned; congregational, pres-

A9

byterial, and episcopal. In the congregational
form, each local congregation is self-governing.
The presbyterial polities are representative, au-
thority being exercised by laymen and ministers
organized in an ascending succession of judica-
tories - presbytery over the session of the local
church, synod over presbytery, and general as-
sembly over all. In ‘the episcopal form power
reposes in clerical superiors, such as bishops.
Roughly, presbyterial and episcopal polities may
be considered hierarchical, as opposed to congre-
gational polities, in which the autonomy of the
local congregation is the central principle.’ (Foot-
notes omitted. )

“In many of the hierarchical churches there may
be provisions in their Constitutions, Canon Law or
other controlling documents or statutes which make
it clear that the property is held in trust for the uses
of the parent church and its discipline and appoint-
ments. See, for example, Article 23, Section 313 (e)
in regard to the holding of property-in the Methodist
Church. There may be a requirement that the local
church include provisions in the deeds to its property
that it is held in trust for the parent church in con-
formity to its worship, doctrine and discipline and,
upon a departure therefrom, the property will revert
to the hierarchical body. Even in the absence of such
an express provision in the deeds to the local church
property, there may be an implied consent by the
local church that the local property is so held if the
constitution, by-laws, canon law or statute provide
to that effect. It thus appears that there are three
methods by which a hierarchical denomination may
maintain control of local church property:

Al0

“1. It may require reverter clauses in the deeds
to the property of the local churches.

“2. It may provide in its constitution or by some
other authoritative source for the reverting of the
local church property to the hierarchical body upon
withdrawal by a local congregation with an implied
consent by tne local church to this provision.

“3. It may obtain from the General Assembly an
act providing for such a result.” 249 Md. at 662-63.

Judge Thompson stated for the Court of Special Ap-
peals:

“United is organized and operated under a con-
stitution which consists of two parts: ‘The Book of
Confession’ and ‘The Book of Order.’ The Book of
Order contains three parts, namely: the ‘Directory
of Worship,’ the ‘Form of Government,’ and the ‘Book
of Church Discipline.’ That part of the constitution
at issue is the ‘Form of Government.’ United is an
association of local United Presbyterian churches or-
ganized into a hierarchical structure consisting of four
distinct bodies known as judicatories (tribunals of ec-
clesiastical authority). These tribunals in ascending
order of authority, according to the powers given or
reserved to them by The Book of Order, are: (1) the
Session, which has authority over all the affairs and
activities of the particular church, (2) the Presbytery,
composed of all of the United Presbyterian Churches
in a geographic area, (3) the Synod, generally com-
posed of the Presbyteries in a given state or region,
and (4) the General Assembly, the highest governing
body within United.

“The Presbytery of Baltimore is a non-profit, un-
incorporated association, its principal office being in

All

the City of Baltimore. Its jurisdiction entails the su-
pervision and care of those United Presbyterian
Churches located in the City of Baltimore, central and
western Maryland.” 52 Md. App. at 430-31.

“The relationship of the hierarchical format of the
Presbyterian form of government to ownership of
church property was discussed in Annot., 52 A.L.R.3d
(1973) where it was stated at 417:

‘Although the Presbyterian form of church
government is without question hierarchical, there
has been a considerable amount of litigation over
the right of local Presbyterian churches to with-
draw from the general church and retain the use
and control of loca’ church property.... [T]his
right is uniformly denied, on the ground that the
local Presbyterian Church stands in a hierarchical
relationship to the general church, with respect
to property matters as in other areas.’ (footnote
omitted).

“United’s hierarchical structure is set out in The
Book of Order. The tribunals are organized in as-
cending order into (1) the church Session, composed
of the elders of local church, (2) the Presbytery,
composed of several churches in a geographical area,
(3) the Synod, generally composed of all presbyteries
within a state, and (4) the General Assembly, the
highest governing body. See, Jones v. Wolf, 443 U.S.
595, 621, 99 S.Ct. 3020, 61 L.Ed.2d 775 (1979).

“In Chapter XI of Section 41.08 of ‘Form of Gov-
ernment’ it is provided, in pertinent part:

‘8. The church session shall have authority
over all of the affairs and activities of the par-

Al2

ticular church, except such matters as may, by
this Form of Government, be specifically accorded
to ...a higher judicatory. The session may from
time to time delegate administrative responsi-
bilities in respect to the care and management of
church properties and in respect to the financial
affairs of the church either to the board of trustees
or to the board of deacons or in part to one and
in part to the other, subject always to the su-
perior authority and direction of the session.’

“Thus, the Session is the overseer of the church
property subject to a higher judicatory if The Book of
Order extends that authority to the higher judicatory.
Calvary Pres. Church v. Presbytery, 39 Md. App. 405,
386 A.2d 357, cert. denied, 283 Md. 731 (1978). That
the Presbytery is given this superior authority with
respect to church property is shown by the following
provisions of The Book of Order:

‘62.11 11. Whenever hereafter a_ particular
church is formally dissolved by the presbytery,
or has become extinct by reason of the dispersal
of its members, the abandonment of its work, or
other cause, such property as it may have, both
real and personal, shall be held, used, and applied
for such uses, purposes, and trusts as the presby-
tery may direct, limit, and appoint, or such prop-
erty may be sold or disposed of as the presbytery
may direct, in conformity with the Constitution
of The United Presbyterian Church in the United
States of America.

‘62.12 12. A particular church shall not sell,
mortgage or otherwise encumber any of its real
property and it shall not acquire real property

Al3

subject to an encumbrance or condition without
the written permission of the presbytery trans-
mitted through the session of the particular church.

‘A particular church shall not lease its real
property used for purposes of worship, or lease for
more than five years any of its other real property,
without the written permission of the presbytery
transmitted through the session of the particular
church.’

“These provisions establish that while many mat-
ters, including the management of church property
are initially committed to the Session and congregation
of the local church, the actions on this local level
remain subject to review by the Presbytery. Jones
v. Wolf, supra, 443 U.S. at 621.” 52 Md. App. 434-36.

As was observed by the Supreme Court of Delaware in
Pencader P. Church v. Gibson et al., 26 Del. Ch. 375, 385,
22 A.2d 782 (1941), “The denominational character of the
religious society or congregation was plainly intended to
affect the legal nature of the corporation authorized to be
formed.”

The Supreme Court of Illinois said in Lowe v. First
Presbyterian Church, 56 Ill. 2d 404, 308 N.E.2d 801, cert.
denied, 419 U.S. 895 (1974):

“The United Presbyterian Church is one of two
substantial Presbyterian church bodies in this country.
(Annot., 52 A.L.R.3d 324, 418 n. 20, citing G. Weigel,
Churches in North America (Schocken Books 1965,
p. 34).) There are other smaller Presbyterian church
bodies, all of similar governmental structure. That
structure consists of a series of ascending bodies called
Judicatories. At the lowest level is the Session com-
posed of trustees, deacons and other members of the
local congregation. At the secondary level is a Pres-

666

Al4

bytery made up of many local Presbyterian churches
such as the Presbytery of Chicago, one of the plain-
tiffs here. At the third level is a Synod comprised
of a number of Presbyteries, and the supreme govern-
ing body is the General Assembly, the actions of which
are controlling at all lower levels. Plaintiffs’ allega-
tion that this is the structure of the United Presby-
terian Church is not contested, and the nature of the
Presbyterian church governmental structure has been
demonstrated in a series of cases collected in the
annotation in 52 A.L.R.3d 324, at 417-423. It is clear
that the United Presbyterian Church is hierarchical in
governmental form in that each judicatory has control
of those below it. The significance here of this struc-
ture is that each member Presbyterian church is
subject to the rules and directions of its Presbytery,
Synod and Assembly.” 56 Ill.2d 411-12.

In Watson v. Jones, 80 U.S. (13 Wall.) 679, 20 L. Ed.
(1872), the Supreme Court said:

“The questions which have come before the civil
courts concerning the rights to property held by ec-
clesiastical bodies, may, so far as we have been able
to examine them, be profitably classified under three
general heads, which of course do not include cases
governed by considerations applicable to a church es-
tablished and supported by law as the religion of the
state.

“1, The first of these is when the property which
is the subject of controversy has been, by the deed or
will of the donor, or other instrument by which the
property is held, by the express terms of the instru-
ment devoted to the teaching, support, or spread of
some specific form of religious doctrine of belief.

“2. The second is when the property is held by
a religious congregation which, by the nature of its

Al5

organization, is strictly independent of other ecclesi-
astical associations, and so far as church government is
concerned, owes no fealty or obligation to any higher
authority.

“3. The third is where the religious congregation
or ecclesiastical body holding the property is but a
subordinate member of some general church organiza-
tion in which there are superior ecclesiastical tribunals
with a general and ultimate power of control more or
less complete, in some supreme judicatory over the
whole membership of that general organization.” 80
U.S. at 722-23.

Article V, § 3 of Babcock’s by-laws provides:

“The Board of Trustees shall be the body politic
or corporate to act as Trustees in the name and behalf
of the Babcock Memorial Presbyterian Church to man-
age the estate, property, interest and inheritance of the
same, and to exercise all powers granted to religious
corporations by the laws of the State of Maryland sub-
ject to the provisions of the Constitution of the United
Presbyterian Church in the United States of America.”

It is obvious that the case at bar falls in the third
class set forth in Watson. Babcock was organized as a
Presbyterian Church. Virtually from its inception it has
continued as an integral part of a larger church body. It
has been the recipient as a Presbyterian Church of gifts
by virtue of its affiliation. It has recognized the authority
and control of the higher judicatories of United. In Elder-
ship I, 249 Md. 650, Judge Barnes said for the Court:

“What was intended was to provide for the formation
of religious corporations for local congregations which
would hold, control and have power to dispose of the
property of the religious corporations. The Act of
1802 and its successor acts in no way sought to establish

ee

Al6

any ecclesiastical polity. This was left to the corpora-
tions themselves. By the nature of the law in regard
to the formation of corporations generally, the religious
corporation formed under it is controlled by trustees
elected by the local membership. This is true of all
member corporations. This does not mean that the
religious corporation thus formed may not by contract
- express or implied - adopt a presbyterial or episcopal
polity and, if this is done, may provide for the holding
of the local church property subject to the provisions
of the constitution, charter or by-laws of a denomina-
tion and the action of the authoritative agencies of
such a denomination. This, however, is accomplished
by the will and action of the local corporation and is
in no way imposed by the State through its General
Religious Corporation Law.” 249 Md. 673-74 (em-
phasis in original).

In Art. I, § 2 of its by-laws Babcock recognized its af-
filiation with The United Presbyterian Church in the
United States of America. In that section and in Art. V,
§ 3 it recognized that it is subject to the constitution of
United and its trustees are to exercise their powers
subject to that constitution. In Art. I, § 2 of those by-laws
Babcock recognized that it is “under the care of and
subject to the jurisdiction of the Presbytery of Baltimore.”
Thus by contract Babcock has adopted a presbyterial polity.
We conclude, therefore, that the Court of Special Appeals Po
did not err in its determination that Babcock is not a con-
gregational church but the relationship here is one that
is hierarchical in nature. Accordingly, the Presbytery has
an interest in this property.

Eldership I, 249 Md. 650, has been recognized or noted
as the key neutral principles of law doctrine case. See
Jones v. Wolf, 443 U.S. 595, 602-03, 99 S. Ct. 3020, 61 L.
Ed. 2d 775 (1979). Under it we are obliged to apply neu-

Al7

tral principles of law in determining the outcome of this
controversy. Under the neutral principles of law doctrine
we are not concerned with any dispute as to church doc-
trine. Under the neutral principles of law doctrine in
Eldership I and II the Court examined the deed, the local
church charter, the State statutes governing the holding of
church property, and the provisions in the constitution of
the general church concerning the ownership and control of
church property.

In Eldership I, 249 Md. at 664, the Court noted that the
constitution of the parent church body there contained
no provision relative to control of local church property
by the parent church. Here there is such a provision.

Zollman, op. cit., § 154 states relative to by-laws:

“Since by-laws validly passed are a part of the law
governing the corporation and its members, they must
be obeyed by all concerned. Where a committee,
therefore, is empowered only to expend such sums
of money as the society shall place at its disposal, such
committee cannot incur large obligations in employ-
ing counsel to unmask the unfitness of its pastor.

“A person who voluntarily joins a church, tacitly
agrees to be bound by all the rules and regulations of
such church, and will not afterwards be allowed
wholly to ignore and disregard such rules and regula-
tions. As to all matters pertaining to the church, he
is clearly bound by the rules and regulations of the
church, unless the same are clearly illegal.” Id. at
157.

The trustees of Babcock were bound by their own by-laws
to follow the established mandates of United. It will be
recalled that under § 62.12 of the Book of Order of United
a church may not sell, mortgage or otherwise encumber
any of its real property without the written permission

Als

of the Presbytery transmitted through the Session of the
particular church nor may it lease its real property used
for the purposes of worship or lease for more than five
years any of its other real property without the written
permission of the Presbytery transmitted through the
Session of the particular church. Section 62.08 also refers
to obtaining permission from the Presbytery to sell, mort-
gage, or lease church property. We regard the restriction
as equivalent to saying that property could not be alien-
ated by a local church without permission of the Presby-
tery. To hold otherwise is to permit accomplishing by
subterfuge what could not be done directly. We conclude
that if the local church under United’s Book of Order could
not sell property without permission, it could not give it
away. More importantly, however, applying neutral prin-
ciples of law, the church corporation lacked power under
Maryland corporation law to make the gift. It is ele-
mentary that a corporation has only such powers as are
expressly granted by its chapter or by statute and such as
may impliedly be derived from its corporate purposes.
Babcock was granted no power by its charter to dispose of
all or any part of its assets by gift. The attempted gift
here was not in accord with the corporate purpose of
Babcock. The action here is analogous to that referred to
in a somewhat different context in Fairmount Pres. Ch.
v. Presbytery of Holston, 531 S.W.2d 301, 306 (Tenn. App.
1975), of “a corporation, for example, .. . chartered for the
purpose of promoting the interest of boys, in accord with
the standards of the Boy Scouts of America” which might
attempt to divert its property “to the use of Boys’ Clubs
or Girl Scouts, or any other organization.” Cf. Polen v.
Cox, 259 Md. 25, 267 A.2d 201 (1970).

It follows that the Court of Special Appeals was correct
in its decision.
JUDGMENT AFFIRMED;
APPELLANTS TO PAY THE COSTS.

Alg

APPENDIX B

[Dated: September 27, 1983]

ORDER OF THE COURT OF APPEALS
OF MARYLAND

Denying Motion for Reconsideration.

COURT OF APPEALS OF MARYLAND
Courts of Appeal Building
Annapolis, Md. 21401-1699

269-3341
Washington Area 261-2999

September 28, 1983

Mark E. Werner, II, Esquire
Attorney ati ”

1102 Court Sx, uare Building
Baltimore, Maryland 21202

Re: Babcock Memorial Presbyterian Church et al. v.
The Presbytery of Baltimore of the United Presby-
terian Church in the United States of America et al.
No. 102 - September Term, 1982

Dear Mr. Werner:

This is to advise that your motion for reconsideration
filed in the above entitled case was denied by the Court
on September 27, 1983.

A20

A copy of the mandate is enclosed herewith and the
record is being returned to the Court of Special Appeals
this date.

Very truly yours,
/s/ Alexander L. Cummings
Clerk
ALC/mjm
Encl.

ce. David S. Pearl, Esq.
W. J. Williamson, Esq.
Richard W. Kiefer, Esq.

In The Court of Appeals of Maryland
No. 102
September Term, 1982

BABCOCK MEMORIAL PRESBYTERIAN CHURCH et al.
and MERRITT BOULEVARD PRESBYTERIAN CHURCH
OF DUNDALK, INC.

Vv.

THE PRESBYTERY OF BALTIMORE OF THE UNITED
PRESBYTERIAN CHURCH IN THE UNITED STATES
OF AMERICA et al.

MANDATE

TO THE HONORABLE THE JUDGES OF THE COURT
OF SPECIAL APPEALS OF MARYLAND:

WHEREAS the case of Babcock Memorial Presbyterian
Church et al. and Merritt Boulevard Presbyterian Church
of Dundalk, Inc. v. The Presbytery of Baltimore of the
United Presbyterian Church in the United States of Amer-
ica et al. came before you and wherein the judgment of the
said Court of Special Appeals of Maryland was duly en-

A21

tered on the eighth day of September, 1982 as appears from
the transcript of the record of the said Court of Special
Appeals of Maryland which was brought into the Court of
Appeals of Maryland by virtue of a writ of certiorari dated
October 26, 1982; and

WHEREAS in the September Term, 1982 the said cause
came on to be heard before the Court of Appeals of Mary-
land;

ON CONSIDERATION WHEREOF, it was ordered and
adjudged on August 17, 1983 by this Court that the judg-
ment be affirmed; appellants to pay the costs.

NOW, THEREFORE, THIS CAUSE IS REMANDED
to you in order that such proceedings may be had in the
said cause in conformity with the judgment of this Court
above stated as accord with right and justice, and the
Constitution and laws of Maryland, the said writ notwith-
standing.

WITNESS the Honorable Robert C. Murphy, Chief
Judge of the Court of Appeals of Maryland, this twenty-
eighth day of September, 1983.

/s/ Alexander L. Cummings

Clerk
Court of Appeals of
Maryland
Costs:

Petition filing fee $ 20.00
Appellants’ brief 1,205.86
Appellees’ brief 996.48
Appellants’ reply brief 171.03
Motion for reconsideration 10.00

September 16, 1983: Motion for reconsideration filed by
appellants.

September 27, 1983: Motion for reconsideration denied.

A22

APPENDIX C
MOTION FOR RECONSIDERATION

IN THE COURT OF APPEALS OF MARYLAND
September Term, 1982
NO.: 102

BABCOCK MEMORIAL PRESBYTERIAN
CHURCH, et al.,
Appellants,

V.

THE PRESBYTERY OF BALTIMORE OF THE UNITED
PRESBYTERIAN CHURCH IN THE UNITED
STATES OF AMERICA, et al.,

Appellees.

MOTION FOR RECONSIDERATION

Appellants, BABCOCK MEMORIAL PRESBYTER-
IAN CHURCH, et al., by MARK E. WERNER II, their at-
torney, and THE MERRITT BOULEVARD PRESBYTER-
IAN CHURCH OF DUNDALK, INC., et al., by DAVID
S. PEARL and W.J. WILLIAMSON, their attorneys, pur-
suant to Maryland Rule 850, move this Honorable Court
for Reconsideration of its Opinion filed August 17, 1983,
and as for grounds therefor, present the following:

POINT 1

Two main questions were before this Court on this
Appeal, to wit:

1. Could Babcock give its property to Merritt?

A23

2. When a majority of the members of Babcock sev-
ered their ecclesiastical affiliation with United, did this
majority retain the right to the ownership, use and posses-
sion of the property belonging to Babcock?

The Court answered the first of these questions but
failed to answer the second. The Court dealt with the
right of Babcock to give the property to Merritt and held:

We regard the restriction as equivalent to saying
the property could not be alienated by a local church
without the permission of the Presbytery. To hold
otherwise is to permit accomplishing by subterfuge
what could not be done directly. We conclude that
if the local church under United’s Book of Order could
not sell property without permission, it could not
give it away... . the attempted gift here was not in
accord with the corporate purposes of Babcock. (Opin-
ion page 18).

The second question, which the Court failed to answer,
is whether or not Babcock had the right, by majority vote,
to withdraw from the ecclesiastical jurisdiction of United
and maintain the ownership and right to control its local
church property. A decision on this issue is necessary in
order to resolve the issues between the parties raised by
this lawsuit, especially since the net effect of the Court’s
decision is to place full ownership and control of the
disputed property back in the hands of the corporation
Babcock Memorial Presbyterian Church, and there are still
two groups (Appellants, Babcock, and Appellees, Presby-
tery) claiming ownership and control of that corporation.

As this Court has consistently recognized, resort must
be had tc the various documents of title and to the docu-
ments (contracts) defining the relationships of the denomi-
nation (United) and local church (Babcock), both as to

A24

each other and as to the property disputed. Therefore, the
Court must scrutinize the deeds, corporate charter, and
Constitution of United to see how the parties structured
those relationships. See, for example, Maryland and Vir-
ginia Eldership V. The Church of God at Sharpsburg, (El-
dership), 249 Md. 650, 241 A. 2d 691 (1968), vac & remanded
393 U.S. 528 (1969), reaff’d 254 Md. 162, 254 A. 2d 162
(1969); Polen V. Cox, (Polen), 259 Md. 25, 267 A. 2d 201
(1970); and Smith V. Church of God at Locust Valley, etc.
Maryland, (Smith), D.C. M.D. 1971, 326 F.Supp. 6. The
documents needed are before the Court in this Appeal and
the parties have made various stipulations of facts as to
what those documents do and do not say and do, as found
in the Agreed Statement of Facts and its two Supplements.

Both Appellants and Appellees agree that at the time
this controversy arose they were both bound by the Con-
stitution of United. The question is what inquiry can
this Court make into that Constitution without violating
the rights and prohibitions guaranteed by the First Amend-
ment to the Constitution of the United States. In its last
expression on this subject the Supreme Court of the United
States in Jones V. Wolf, (Jones), 443 U.S. 595, 99 S. Ct.
3020, 61 L. Ed. 2d 775 (1979) reaffirmed its position:

It is also clear, however, that the First Amendment
severely circumscribes the role that civil courts may
play in resolving church property issues, 443 USS.
at 602.

In a number of decisions over the past decade, the
United States Supreme Court has clearly defined some
of the areas in which the First Amendment severely cir-
cumscribes the role that civil courts may play in resolving
church property disputes. One of these areas is the de-
gree of inquiry which a civil court may make into the

A25

constitution of a denomination. The United States Su-
preme Court has clearly held that if a civil court makes
a searching or extensive inquiry into church polity, such
civil court violates the prohibition of the First Amendment,
Justice Blackmun, for the Court, reaffirmed this rule in
Jones, supra:

In such cases, the suggested rule would appear
to require a searching and therefore impermissible
inquiry into church polity. 443 U.S. at 605.

In Jones, supra, the United States Supreme Court de-
fined the limits of such an inquiry as follows:

The neutral-principles method, at least as it has
evolved in Georgia, requires a civil court to examine
certain religious documents, such as a church con-
stitution, for language of trust in favor of the general
church. In undertaking such an examination, a civil
court must take special care to scrutinize the docu-
ment in purely secular terms, and not to rely on
religious precepts in determining whether the docu-
ment indicates that the parties have intended to create
a trust. 443 U.S. at 604. (Emphasis added)

Even the four dissenting justices in Jones, agreed with
this rule of inquiry. Mr. Justice Powell writing for them
stated the rule:

The object of the inquiry where the title to the
property is in a local church is to determine whether
there is any basis for a trust in favor of the general
church. Thus, where religious documents such as
church constitutions or Books of Order must be ex-
amined ‘for language of trust in favor of the general
church’, ‘a civil court must take special care to scru-
tinize the document in purely secular terms and not

A26

to rely on religious precepts in determining whether
the document indicates that the parties have intended
to create a trust.’ It follows that the civil courts using
this analysis may consider the form of religious gov-
ernment adopted by the church members for the
resolution of intra-church disputes only if that polity
has been stated, in express relation to church prop-
erty, in the language of trust and property law. 443
U.S, at 611-012

This Court can and should look at the Constitution
of United to determine what vote it takes to control
in decisions made by a constituent body within the de-
nomination. United’s Book of Order provides under
Chapter V, entitled “Of Church Government” at Section
35.01: “... that a majority shall govern....”’ Likewise,
Section 98.58 is also instructive, stating that:

Members ought not, without weighty reasons, to
decline to vote, as this practice might leave the de-
cision of very interesting questions to a small propor-
tion of the judiciary. Silent members, unless ex-
cused from voting, must be considered as acquiescing
with the majority.

At a duly called congregational meeting of Babcock
in March, 1981 “a majority of those present voted to
withdraw from UNITED and renounced the jurisdiction
of Presbytery by a vote of 228-6” (E.87). This fact was
a part of the Agreed Statement of Facts by the parties.

This is as far as this Court should and needs to go
in its inquiry relating to the Constitution of United in
order to settle this issue between the parties. This Court
properly held that, as it scrutinized the deeds in purely
secular terms, it found no property interest stated therein
for United:

A27

The original deed to Babcock for the Loch Raven
Boulevard land is to “The Babcock Memorial Pres-
byterian Church of Baltimore City, a corporation of
the State of Maryland. . .”. Neither in the granting
clauses nor in the habendum clause is there any
restriction of any kind. (Opinion page 7).

This Court properly found that “under the Maryland
system of incorporating religious societies the trustees
and not the congregation constitute the corporation.”
(Opinion page 6) By definition, the trustees are holding
the property in trust for someone or for some body and
the question that still must be answered is for whom the
Trustees of the Corporation hold the property in trust?
The fact that it was not held in trust for United is settled
in the Agreed Statement of Facts where the parties
stipulated:

Likewise, on March 14, 1981, and prior to that
date, there was no specific provision in the Constitu-
tion of UNITED imposing an express trust on local
church property for the benefit of the Presbytery,
the Synod, the General Assembly or the denomination
as a whole. (E-74)

Since the Constitution gives United no trust in the
property, it must be held in trust for the local members
of Babcock.

This exact same question came up in the case of
Presbytery of Riverside V. Community Church of Palm
Springs, 89 Cal. App. 3rd 910, 152 Cal. Rptr. 854 (Ct. App.,
4th Dist., 2nd Div., 1979), Cert, den. 444 U.S. 974, 100
S. Ct. 469, 62 L. Ed 2d 389 (1979) which was also a dispute
over withdrawal and retention of property by a local
church of this same denomination, UNITED. There, the
California Court stated at pages 926-927 of Cal. App. 3rd:

A28

The present dispute concerns the uses for which
the property is held, the identity of the beneficiaries
of the trust - the congregants of the local church, or
the general church and/or perhaps, its congregants.
., . the property of a local church, even one that is
part of a general church organization of hierarchical
structure, is held in trust by the religious nonprofit
corporation for the benefit of the local church con-

gregation.

Thus the question still remains: Did not the majority
members of Babcock have a right to take the action they
took in March, 1981 in severing their ecclesiastical juris-
diction with United? If so, United lost all its jurisdiction
over Babcock. The title to the property is in Babcock.
The majority of the members of Babcock are entitled
to control the property.

As to the right of Babcock to sever its ecclesiastical
affiliation with United, the parties’ Agreed Statement
of Facts stipulated:

There are no express provisions in the Constitution
of UNITED outlining any method or procedure for a
local UNITED Church to change its denomination af-
filiation, nor is there any express provision permitting
or prohibiting a local church to withdraw from United.
(E-75)

The issues of the right of a local church to withdraw
from United has been conclusively decided by the Cali-
fornia Court of Appeals in the case of Presbytery of River-
side V. Community Church of Palm Springs, 89 Cal. App.
3rd 910, 152 Cal. Rptr. 854 (Ct. App., 4th Dist., 2nd Div..,
1979), Cert. den 444 U.S. 974, 100 S. Ct. 469, 62 L.Ed.2nd
389 (1979). There, the Court held:

A29

It is undisputed that a local church within
UPCUSA may withdraw and terminate its affiliation
(89 Cal. App. 3d at page 24).

Since the two Eldership decisions cited above, in this
State, following the dictates of this Court in Eldership, it
is required that there be an express provision prohibiting
withdrawal or the local church has that right. Likewise,
since Eldership, it is required in this State that there be
an express provision imposing a forfeiture or penalty of
property (or imposing a trust in favor of the denomination )
in the event of schism or withdrawal or the local church
(here, Babcock) retains ownership, use and possession of
its property upon withdrawal. The parties stipulated that:

Except for 62.11 quoted above, there is no specific
provision in the Constitution of UNITED or any rele-
vant document of title involved in the case at Bar,
which gives the Presbytery of Baltimore or any higher
judicatory in UNITED, any proprietary or contractual
interests in the real or personal property involved in
this lawsuit. Likewise, on March 14, 1981, and prior
to that date, there was no specific provision in the
Constitution of UNITED imposing an express trust on
local church property for the benefit of the presby-
tery, the synod, the General Assembly or the denomi-
nation as a whole. (E-74)

There are no express provisions in the Constitu-
tion of UNITED outlining any method or procedure
for a local UNITED Church to change its denomina-
tional affiliation, nor is there any express provision
permitting or prohibiting a local church to withdraw
from UNITED. Except as Section 62.11 may apply,
there are no specific provisions in the Book of Order
imposing a penalty or forfeiture of property upon
such a withdrawal. (E-75)

A30

Thus, if there is no express trust in the property for
the denomination as stipulated by the parties and no re-
striction in the deed to Babcock as found by this Court,
then the Trustees of the Babcock Corporation hold the
property in trust for the benefit of the members of the
local church. The majority members of the local church
have severed their connection from United; and United
has no more authority or jurisdiction over them. Since
the majority controls, the majority have the right to con-
trol and possession of the subject property. To deny the
majority this right would be a clear denial to them of their
right of free exercise of their religion as protected by the
First Amendment to the Constitution of the United States.

In order to resolve the issues involved in this litiga-
tion, this Court must address and resolve this question of
the right of Babcock to withdraw and to retain the owner-
ship, use and possession of its property.

POINT 2

This Court held that “the Presbytery has an interest
in this property” (Opinion page 16). This holding is in
diametric opposition to the Agreed Statement of Facts by
the parties and the law of the State of Maryland.

In the Agreed Statement of Facts, the parties stip-
ulated:

Except for 62.11 quoted above, there is no specific
provision in the Constitution of UNITED or any rele-
vant document of title involved in the case at bar,
which gives the Presbytery of Baltimore or any higher
judicatory in UNITED any proprietary or contractual
interests in the real or personal property involved in
this lawsuit. (E-74)

A31

§62.11 mentioned is a provision which provides that a
Presbytery can dissolve a local church or a local church
can become extinct by reason of the dispersal of its mem-
bers, the abandonment of its work, or other cause. In such
event, the property of the local church will be applied as
the Presbytery may direct. But twice in the Agreed State-
ment of Facts, the parties stipulated that 62.11 was not
applicable to the case at Bar:

On March 14, 1981, and to the present date, Bab-
cock has not been dissolved by Presbytery or become
extinct by reason of the dispersal of the church’s mem-
bers, the abandonment of the church’s work or other
cause. (E-75)

Babcock has not been dissolved by the Presby-
tery or become extinct by reason of dispersal of its
members, the abandonment of its work or other cause.
(E-88)

Thus the parties stipulated that the Presbytery of
Baltimore had no interest in the subject property; and this
Court found such an interest in direct contravention of the
facts in this case.

POINT 3

This Court found that Presbytery has an interest in
this property even though the parties stipulated to the con-
trary. This Court found that this interest arose because
“Babcock is not a congregational church but the relation-
ship is one that is hierarchical in nature” (Opinion page
16). Thus this Court concluded that the structure of
United, not by express provision but by implication, cre-
ated a property interest in local church property in the
denomination. To do so it made an extensive, searching
inquiry into the polity of United in clear violation of the

A32

premier prohibition of the First Amendment to the Con-
stitution of the United States. The United States Supreme
Court in Jones V. Wolf, supra, clearly found that “structure
alone” is insufficient to create a property interest. The
property interest must be created in the documents in
language of trust in “legally cognizable form”. As has been
pointed out, the parties to this litigation stipulated in the
Agreed Statement of Facts that no such language existed
in the documents affecting this property. In the very
first sentence of Jones V. Wolf, supra, Mr. Justice Black-
mun wrote:

This case involves the dispute over the owner-
ship of church property following a schism in a local
church affiliated with a hierarchical church organiza-
tion. (440 U.S. at 597)

If the mere fact that the structure of the denomination
was “hierarchical”, as Justice Blackmun stated, had been
sufficient to give the Presbytery an interest in the property,
then the case would have ended with that first sentence.
But to give the denomination an interest in the local church
property simply on the basis that the denomination is
“hierarchical” is to “establish a religion” in direct violation
of the prohibition in the First Amendment to the U.S. Con-
stitution.

In Jones, supra, both the structure of the denomination
and the facts are almost identical to the case at Bar. It is
true that the local church in Jones was a member of
PCUS and not United. But these two denominations are
so similar in their Constitutions that in June 1983 they
united to form one denomination. As a matter of fact, the
PCUS Book of Church Order contains almost identical pro-
visions with all those provisions of the United Book of
Order cited by this Court in its opinion. Justice Black-

A33

mun sets out in his opinion those facts which clearly show
the identical character of the two denominations. In Jones,
he wrote:

In the same year it was organized, the Vineville
church was established as a member church of the
Augusta-Macon Presbytery of the Presbyterian
Church in the United States (PCUS). The PCUS has
a generally hierarchical or connectional form of gov-
ernment, as contrasted with a congregational form.
Under the polity of the PCUS, the government of the
local church is committed to its Session in the first
instance, but the actions of this assembly or “court”
are subject to the review and control of the higher
church courts, the Presbytery, Synod, and General As-
sembly, respectively. The powers and duties of each
level of the hierarchy are set forth in the constitution
of the PCUS, the Book of Church Order, which is part
of the record in the present case. (443 U.S. at 597-598).

A reading of the description of the structure of United
in this Court’s opinion, when compared to the above re-
citation by Justice Blackmun, shows clearly the identical
structure of the two denominations,

Look at the facts in Jones as recited by Justice Black-
mun in his opinion:

On May 27, 1973, at a congregational meeting of
the Vineville Church attended by a quorum of its duly
enrolled members, 164 of them, including the pastor,
voted to separate from the PCUS. Ninety-four mem-
bers opposed the resolution. The majority immedi-
ately informed the PCUS of the action, and then
united with another denomination, the Presbyterian
Church in America. Although the minority remained
on the church rolls for three years, they ceased to

A34

participate in the affairs of the Vineville church and
and conducted their religious activities elsewhere.

In response to the schism within the Vineville con-
gregation, the Augusta-Macon Presbytery appointed
a commission to investigate the dispute and, if possible,
to resolve it. The commission eventually issued a
written ruling declaring that the minority faction con-
stituted “the true congregation of Vineville Presby-
terian Church,” and withdrawing from the majority
faction “all authority to exercise office derived from
the PCUS.” (443 U.S. at 598)

It can thus be seen that both the structure and the
facts in Jones are identical to the structure and the facts
in the case at Bar. If the United States Supreme Court
had applied the judicial principle that this Court applied
in the case at Bar to Jones, then the local church property
would have been awarded to the denomination rather than
to the majority faction of the local church. But when
the Jones case was remanded to the Supreme Court of
Georgia in the light of this U.S. Supreme Court decision,
the Supreme Court of Georgia held:

The Trial Court found that the Vineville Presby-
terian Church had been a connectional church within
the Augusta-Macon Presbytery and the Presbyterian
Church in the United States but correctly held that
more than a mere connectional relationship between
the local church and the general church must exist
to give rise to property rights in the general church.
(243 S.E. 2d at page 864)

This issue has been further clarified in the recent
case of Piletich V. Deretich, 328 N.W. 2d 696, decided by
the Supreme Court of Minnesota on December 30, 1982,
with the rehearing denied on February 14, 1983. Inter-
estingly involved in that case is the same Serbian Eastern

A35

Orthodox denomination that was involved in the case of
Serbian Orthodox Diecese V. Milivojevich, 426 U.S. 696
(1976) cited by both sides to this litigation numerous
occasions. The Minnesota Supreme Court recognized the
U. S. Supreme Court decision in Serbian, supra, holding as
follows:

The First Amendment requires that civil courts
defer to adjudications by the highest tribunal in a
“hierarchical” church organization on issues of religi-
ous doctrine or polity (form of government) ....
A later decision of the highest court reiterates the prin-
ciple that matters clearly committed by church law
or state law to tribunals of hierarchical churches may
not be reviewed by civil courts. 328 N.W.2d at 699
(Emphasis added)

It is this principle which this Court of Appeals had
sought to invoke in its opinion when it quoted at length
from Watson V. Jones, 80 U.S. 679. But what Serbian held
is that this principle applies “on the issues of religious
doctrine or polity”; but it does not apply to issues of the
civil rights of ownership and control of real and personal
property. In the case at Bar, this Court then concluded
that ‘‘the Trustees of Babcock were bound by their own
By-Laws to follow the established mandates of United.”
(Opinion page 17) (Emphasis added). This Court obvi-
ously concluded that due to the mere structure of United,
Babcock was then bound to follow the “mandates” of the
denomination. The charter of Babcock provided that it
would remain in accordance with the “standards” of United.
The By-Laws of Babcock provided that Babcock would be
subject to the provisions of the Constitution of United.
No one denies these facts. But there is nothing in the
Constitution of United that says that the denomination
may mandate the right to ownership and control of local
church property. While Babcock was a member of United

A36

it complied with and was subject to all of the provisions
of the Constitution. There is no contention here that
Babcock violated the Constitution. Now that Babcock
has severed its ecclesiastical affiliation with United, it is no
longer subject to its jurisdiction. There is a vast difference
between following the provisions of the Constitution of
United and following its mandates. It is the contract be-
tween Babcock and United that controls. That contract is
the Constitution, United cannot mandate that it has an
interest in local church property when the Constitution
does not give it such an interest in “legally cognizable
terms”.

After recognizing that mere structure alone is insuf-
ficient to give the denomination an interest in property,
the Minnesota Court in Piletich V. Deretich, supra, looked
at the majority rule principle as set out in Jones, supra,
and stated:

The Court in Jones also observed that “majority
rule is generally employed in the governance of reli-
gious societies ... Furthermore, the majority faction
generally can be identified without resolving any ques-
tion of religious polity. (328 N.W.2d at 702)

The Minnesota Supreme Court found that the Consti-
tution of the Mother Church gave church congregations
the power to “acquire and hold either personal or real
properties, and have all the rights and obligations in that
capacity”. (328 N.W. 2d at 702). That Court then found
that the presumptive rule of majority representation must
result in a judgment for the majority in the local church
under the deeds, the local charter and By-Laws and the
Constitution of the Mother Church.

In speaking of the reasons the neutral principles ap-
proach is a better approach than other approaches, the
Minnesota Supreme Court stated:

es,

A37

This approach obviates consideration of whether
the litigants belonged to a “Hierarchical church”, an
area fraught with constitutional pitfalls and provides
a forum ever for members of a hierarchical church
which has not developed effective rules for settling
property disputes among members. 328 N.W. 2d at

page 701.

As has been pointed out in the case at Bar, United
attempted to pass an amendment to its Constitution in
1929 which would have imposed an express trust on local
church property for the denomination. This amendment
failed. It is the only time United in its history has at-
tempted to impose such an express trust until after Jones
V. Wolf, supra. Recognizing that it had not developed
effective rules for settling property disputes among its
members, United then went to work to propose such a
property amendment to its Constitution which would im-
pose an express trust on local church property for the
denomination. This amendment did become a part of its
Constitution in May, 1981, after the controversy in the
subject case arose. So, at the time the dispute erupted in
the instant case, there was no trust or property interest
in local church property for the denomination, as has been
stipulated by the parties in the Agreed Statement of Facts.
To hold that simply because this Court has determined
that United was a “hierarchical church” gives the Pres-
bytery a property interest is to “establish a religion” in
violation of the First Amendment prohibition that the
State must not “establish a religion.”

To award this property to the Presbytery or the de-
nomination in the case at Bar on the basis of the “hier-
archical” structure of United, based on an extensive and
searching inquiry into its Constitution, is a clear violation
of both the “free exercise” clause and the “establishment

A38

of religion” clause of the First Amendment to the Consti-
tution of the United States.

WHEREFORE, Appellants pray that this Honorable
Court reconsider its opinion filed on August 17, 1983, mod-
ifying it as needed and expanding it to resolve all the
issues involved in the case, or that, in the alternative, the
case be remanded to the Trial Court on the question of
right to withdrawal and retention by Babcock of the own-
ership, use and possession of its property and the corpora-
tion for further proceedings and findings of fact.

Respectfully submitted,

/s/ Mark E. Werner II
Mark E. Werner, II
Attorney for Appellants, Babcock
Memorial Presbyterian Church,
et. al

/s/ David S. Pearl
David S. Pearl

and

/s/ W. J. Williamson

W. J. Williamson
Attorneys for Appellants, The
Merritt Boulevard Presbyterian
Church of Dundalk, Inc., et. al.

I HEREBY CERTIFY that on this 16th day of Septem-
ber, 1983, copies of the aforegoing Motion for Reconsid-
eration were hand-delivered to Richard W. Kiefer, Esquire
and Dorothy M. Beaman, Esquire, Hooper, Kiefer & Cor-
nell, 343 North Charles Street, Baltimore, Maryland 21201,
Attorneys for Appellees.

/s/ Mark E. Werner II
Mark E. Werner, II

A39

APPENDIX D
Filed: November 17, 1981

OPINION OF CIRCUIT COURT
FOR BALTIMORE COUNTY

Babcock Memorial Presbyterian Church, et al.
v.

The Presbytery of Baltimore of The United Presbyterian
Church in the United States of America, et al.

Case No. 108725
Opinion by William R. Buchanan, Sr., Judge

IN THE CIRCUIT COURT FOR BALTIMORE COUNTY
AT LAW

CASE NO. 106725

THE MERRITT BOULEVARD PRESBYTERIAN CHURCH
OF DUNDALK, INC.

VS

THE PRESBYTERY OF BALTIMORE OF THE UNITED
PRESBYTERIAN CHURCH IN THE UNITED STATES
OF AMERICA, an unincorporated association, et al

A40

IN THE CIRCUIT COURT FOR BALTIMORE COUNTY
IN EQUITY

CASE NO. 108725

THE PRESBYTERY OF BALTIMORE OF THE UNITED
PRESBYTERIAN CHURCH IN THE UNITED STATES
OF AMERICA, an unincorporated association, et al

Vs

BABCOCK MEMORIAL PRESBYTERIAN CHURCH,
a body corporate, et al

CROSS BILL |

BABCOCK MEMORIAL PRESBYTERIAN CHURCH,
a body corporate, et al

VS

THE PRESBYTERY OF BALTIMORE OF THE UNITED
PRESBYTERIAN CHURCH IN THE UNITED STATES
OF AMERICA, et al

MEMORANDUM OPINION

The above captioned cases came before the Court on
October

[Text truncated at 120,000 characters. The full text is on the page linked above.]

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Source: Frix Law Library, https://www.frixlaw.com/law-library/documents/brief%3Amicro_IA40385011_0998%3A1. Public record. Not legal advice.
