PER CURIAM.
This case involves a dispute between appellants, who are the trustees of Williams Chapel African Methodist Episcopal Church, and appellees, who are the national African Methodist Episcopal Church and its officials. The dispute is over the ownership of church property in Screven County where Williams Chapel has held services for years as an AME church. In 2008, however, several members of Williams Chapel sought to terminate the local church's relationship with the national AME church. As a result, the national church and its officials filed a petition to quiet title in the property and for declaratory judgment and injunctive relief.
After a final hearing, the trial court found that the AME church is a hierarchical church; that Williams Chapel at all times conducted its affairs as a member of the AME Church, Inc.; that, under the church discipline, all real and personal property of local churches is held for the benefit of the national AME church; that no deed exists as to the real property of Williams Chapel;
"For purposes of this Court's subject matter jurisdiction, `"equity cases" are those in which a substantive issue on appeal involves the legality or propriety of equitable relief sought in the superior court. . . .' [Cit.]" Lamar County v. E.T. Carlyle Co., 277 Ga. 690, 691(1), 594 S.E.2d 335 (2004).
(Emphasis in original.) Redfearn v. Huntcliff Homes Assn., 271 Ga. 745, 747(2), 524 S.E.2d 464 (1999). The case lies outside this Court's equity jurisdiction only if determination of the equitable issue in the appeal "flows directly" from the resolution of a legal question. Lee v. Green Land Co., 272 Ga. 107-108, 527 S.E.2d 204 (2000). "Where equitable relief must routinely follow upon the determination of legal issues, there is no question of `the legality or propriety of equitable relief' and the case is not one in equity." Lamar County v. E.T. Carlyle Co., supra.
The trial court here granted equitable relief when it ordered that appellants' "names shall be removed from all accounts, and such accounts (bank, mortgage, insurance, and any other like accounts) shall be delivered to" appellees by a certain date and that the "Plaintiff Church shall assume all indebtedness on any personal property and shall indemnify [appellants] from same." In their enumerations, appellants have included an alternative contention that the trial court should have protected them more fully by requiring immediate payment of the indebtedness on the renovation as a condition of the AME church taking title to the property. See Division 4, infra. The determination of this issue of precisely how the trial court should have molded the equitable relief to protect appellants does not flow directly or automatically from the legal conclusion that the real property is held in trust for the AME church. Review of that equitable issue would require examination of the trial court's exercise of discretion and depends upon equitable considerations. See State Farm Mut. Auto. Ins. Co. v. Mabry, 274 Ga. 498, 510(5), 556 S.E.2d 114 (2001).
Justice Benham's dissent fails to address this analysis, and its approach would destroy much of our equity jurisdiction. That approach would require the anomalous result of divesting this Court of its subject matter jurisdiction over all equity cases even when we are asked to review a decision by the trial court which, like the one at issue in this case, obviously requires a weighing of equitable considerations in order to determine the scope of equitable relief.
Because resolution of the equitable issue raised here would not be a matter of routine once the underlying legal issues are resolved, we conclude that a substantive issue on appeal involves the legality or propriety of equitable relief. Therefore, this appeal comes within this Court's jurisdiction over equity cases, and we will proceed to determine the merits thereof.
2. Appellants contend the trial court erred in ruling that Williams Chapel and its trustees held the real property in trust for the national AME church and that the assets of Williams Chapel were the property of the national church. While the State has a legitimate interest in the peaceful resolution of property disputes and provides a
In the absence of deeds of conveyance and of applicable statutes, we turn to the Book of Discipline, the governing ecclesiastical doctrine and constitution of the AME church.
The trial court's finding of "permissive use" of the property, even when that use spans 70 years, "cannot be the foundation of a prescription until an adverse claim and actual notice to the other party." OCGA § 44-5-161(b). There was no evidence presented that an adverse claim was made and actual notice was given, so Williams Chapel does not hold prescriptive title in trust for the national AME church. However, it is undisputed that the church obtained the property by gift years ago and took possession and built the church building. While no deed of conveyance was found, "a donee of land under a parol gift who enters into possession and makes valuable improvements upon the faith of the gift, acquires a perfect equity as against the donor, his heirs, and those claiming under him with notice.... [Cit.]" Smith v. Lanier, 199 Ga. 255, 264, 34 S.E.2d 91 (1945). See also Whittemore v. Whittemore, 275 Ga. 536, 537, 570 S.E.2d 333 (2002). The perfect equity so created is equivalent to legal title. Sikes v. Seckinger, 164 Ga. 96, 103, 137 S.E. 833 (1927) ("A perfect equity is, in Georgia, a good title even at law...."); Bass v. African Methodist Episcopal Church, 150 Ga. 452, 456, 104 S.E. 437 (1920). Thus, Williams Chapel held title to the property at issue and, under the Book of Discipline, Williams Chapel held that title
Presiding Justice Carley's dissent asserts that we must consider the version of the Book of Discipline in effect at the time Williams Chapel obtained title and suggests that the trust provision upon which we and the trial court rely was not in existence at that time. Legal commentators have noted that hierarchical churches, taking their cue from a concurrence in Presbyterian church in the United States v. Mary Elizabeth Blue Hull Memorial Presbyterian Church, 393 U.S. 440, 449, 89 S.Ct. 601, 21 L.Ed.2d 658 (1969), and instruction given by the United States Supreme Court in Jones v. Wolf, supra, 443 U.S. at 606, 99 S.Ct. 3020 in approving as constitutional the "neutral principles of law" approach,
The statutes and the provisions of the Book of Discipline relied upon by Presiding Justice Carley's dissent speak in terms of deeds and documents of conveyance when discussing express and implied trusts of real property used for church purposes. See OCGA §§ 14-5-46, 14-5-47. However, these
3. Appellants next contend that even if Williams Chapel held the property in trust for the national AME church, that trust was breached by the alleged failure of the national church to provide support and benefits to Williams Chapel. We know of no neutral principle of law that embodies appellants' position, and civil courts may not rely on doctrinal concerns or ecclesiastical principles when deciding disputes between churches. See First Evangelical Methodist Church of Lafayette v. Clinton, 257 Ga. 459, 360 S.E.2d 584 (1987); Presbyterian Church in the United States v. Eastern Heights Presbyterian Church, 225 Ga. 259(1), 167 S.E.2d 658 (1969). As a result, we conclude that this contention is without merit.
4. Lastly, appellants contend the trial court erred when it failed to require the national AME church to pay immediately the outstanding mortgage on the property that was personally guaranteed by several members. The trial court's order required the removal of the names of appellants from all accounts, including the mortgage, and delivery of the accounts to the national AME church within four days of the trial court's order. Equitable relief is generally a matter within the sound discretion of the trial court and the exercise of that discretion will not be disturbed on appeal unless there has been an abuse of discretion. Prime Bank v. Galler, 263 Ga. 286(4), 430 S.E.2d 735 (1993). When the trial court issued its final order in September 2009, there was in place a temporary order issued by the trial court in December 2008 that required the national church to assume at that point in time the indebtedness that was secured by the real property. In light of the temporary order, the trial court's employment of a four-day period within which appellants were to be relieved of their financial responsibility for the indebtedness was not an abuse of discretion.
Judgment affirmed.
All the Justices concur, except MELTON, J., who concurs in Divisions 1, 3, and 4 and in the judgment, and HUNSTEIN, C.J., CARLEY, P.J., BENHAM and THOMPSON, JJ., who concur in part and dissent in part, and HINES, J., who dissents.
CARLEY, Presiding Justice, concurring in part and dissenting in part.
I fully agree with Division 1 of the per curiam opinion that this appeal comes within our jurisdiction over equity cases and that we therefore must resolve the merits thereof. However, I strongly disagree with Division 2 because, in the absence of any showing or ruling of estoppel, the relatively recent provision of the "Discipline" of the AME Church on which the majority relies cannot provide the basis for the requisite application of the "neutral principles of law" method to a title obtained by the local church decades prior to adoption of that provision. Furthermore, this analysis would make the enumerations addressed in Divisions 3 and 4 moot.
Where, as here, no funds are donated by the general church to purchase and develop the local church property,
Carnes v. Smith, 236 Ga. 30, 38(1), 222 S.E.2d 322 (1976).
However, the constitutionally authorized "neutral-principles method, at least as it has evolved in Georgia, requires a civil court to examine certain religious documents, such as a church constitution, for language of trust in favor of the general church." Jones v. Wolf, 443 U.S. 595, 604(III), 99 S.Ct. 3020, 61 L.Ed.2d 775 (1979). This Court "has looked consistently to the requirements of the church discipline in hierarchical denominations to avoid offending the prohibitions of the First Amendment." Crumbley v. Solomon, 243 Ga. 343, 345, 254 S.E.2d 330 (1979). See also Holiness Baptist Assn. v. Barber, 274 Ga. 357, 358, 552 S.E.2d 90 (2001).
The majority relies on the following portion of the "Discipline" of the AME Church: "The title(s) to all real, personal and mixed property held . . . by the local churches, shall be held IN TRUST for the [AME] Church, Inc. . . ." However, the record contains no evidence whatsoever regarding when this provision was adopted. Thus, Appellees, as plaintiffs in this quiet title action, have wholly failed to show that such provision was already in effect when the local church obtained title by gift. See Simmons v. Community Renewal and Redemption, 286 Ga. 6, 8(2), 685 S.E.2d 75 (2009). To the contrary, examination of precedent involving the AME Church clearly shows that the trust provision at issue was not contained in the 1972 version or earlier versions of the quadrenially-updated Discipline. Mt. Olive African Methodist Episcopal Church of Fruitland v. Bd. of Incorporators of the African Methodist Episcopal Church, 348 Md. 299, 703 A.2d 194, 196(I) (1997). The trial court found that Appellants' interest in the property began over 70 years ago. Indeed, the undisputed evidence shows that Williams Chapel built a church on the property, and therefore its title was perfected, decades before 1972. Accordingly, the local church obtained title long before adoption of the trust provision on which the majority relies. "Although the neutral-principles approach to the resolution of property disputes includes consideration of any church constitutions under Jones, supra, it is appropriate to first consider . . . the church constitution in place at the time" when the local church obtained title. Arkansas Presbytery of the Cumberland Presbyterian Church v. Hudson, 344 Ark. 332, 40 S.W.3d 301, 309(IV) (2001). It is well-settled that a party has a right to rely on the law in effect at the time he obtains title. See Williams v. Brown, 267 Ga. 215, 216(1), 476 S.E.2d 753 (1996); Arkansas Presbytery of the Cumberland Presbyterian Church v. Hudson, supra at 310(IV). There has been neither any showing nor ruling that the local church here is estopped from continued reliance on the Discipline which was in effect when it obtained title. Compare Crumbley v. Solomon, supra (where the local church participated in making a new disciplinary rule which implied a trust for the benefit of the general church). Therefore, exclusive control over the church property in this case is properly vested in the local church. Arkansas Presbytery of the Cumberland Presbyterian Church v. Hudson, supra.
As explained in a very recent law review article, favoritism of national churches in the manner set forth by the majority has First Amendment implications which are staggering. The majority's determination that a hierarchical church can unilaterally impress a trust in its favor of local congregational property depends on dicta from Jones v. Wolf, supra at 606(III), 99 S.Ct. 3020, as quoted in footnote 4 of the per curiam opinion, but effectively ignores
Calvin Massey, Church Schisms, Church Property, and Civil Authority, 84 St. John's L.Rev. 23, 46-49(III) (2010). Accordingly, I believe that we should follow the persuasive authority of Arkansas Presbytery of the Cumberland Presbyterian Church v. Hudson, supra at 309-310(IV).
Moreover, even if the majority were justified in relying upon a trust provision added to the Discipline long after the local church obtained title by gift, that provision is not an existential proposition, and instead imposes a "requirement" on local churches "that property held by `the local churches' shall be held `IN TRUST' for the [AME] Church, Inc." African Methodist Episcopal Church v. Stewart, 28 So.3d 1044, 1046 (La.App.2009). The immediately succeeding provision begins with the transition "However" and addresses the situation where, as here, the local church has not taken steps which meet that requirement. This second provision specifically deals with "the absence of an IN TRUST clause as indicated herein, in deeds, and documents of conveyance previously executed." This language refers back to the trust requirement of the first provision, as it is the only other provision which even mentions holding property in trust, and treats that provision as contemplating the execution of some deed or document of conveyance containing an "in trust" clause. See Coles v. Wilburn, supra at 324, 245 S.E.2d 273. Under the terms of the second provision, the absence of such an express "in trust" clause in some appropriate document "shall not exclude a local church from or relieve it of its Connectional character and responsibilities" nor "excuse or absolve a local congregation" from its responsibilities and accountability to the AME Church, provided that certain conditions are met, including "conveyance of said property to the trustees of a local church or agency to the AME Church, Inc." The language of this particular condition
African Methodist Episcopal Church v. Stewart, supra at 1047-1048. There simply are "no `neutral principles of law' entitling the [A.]M.E. Church to the local church . . . property." Coles v. Wilburn, supra at 324, 245 S.E.2d 273 (where the Discipline contemplated the creation of express trusts by deed to the general church, and no deed to the general church existed).
Because of the majority's reliance on an inapplicable provision of the Discipline and its strained interpretation thereof, I respectfully concur in part and dissent in part to the affirmance of the trial court's judgment.
I am authorized to state that Chief Justice HUNSTEIN joins in this opinion.
BENHAM, Justice, concurring in part and dissenting in part.
1. Because I do not believe this appeal falls within this Court's subject-matter appellate jurisdiction over "[a]ll equity cases" (1983 Ga. Const., Art. VI, Sec. VI, Par. III(2)), I believe the appeal should be transferred
For purposes of determining appellate jurisdiction,
"[e]quity cases" are those in which a substantive issue on appeal involves the legality or propriety of equitable relief sought in the superior court—whether that relief was granted or denied. Cases in which the grant or denial of such [equitable] relief was merely ancillary to the underlying issues of law, or would have been a matter of routine once the underlying issues of law were resolved are not "equity cases." Beauchamp v. Knight, 261 Ga. 608(1), 409 S.E.2d 208 (1991). Where equitable relief routinely follows upon the determination of legal issues, "there is no question of `the legality or propriety of equitable relief' and the case is not one in equity." Lamar County v. E.T. Carlyle Co., 277 Ga. 690(1), 594 S.E.2d 335 (2004). Stated another way, this Court's equity appellate jurisdiction depends upon a substantive issue involving the legality or propriety of equitable relief; however, there exists no question of the legality or propriety of equitable relief that invokes this Court's equity jurisdiction when the equitable relief at issue is merely ancillary to the determination of the issues of law.
The equitable relief awarded in this case— removal of the names of the local church and its trustees from bank accounts, mortgages, insurance policies, and the like—flows directly from the legal determination that the national church, pursuant to church discipline, owns the real and personal property at issue and the local church holds said property in trust for the national church. Since the equitable relief routinely follows upon the determination of the legal issue, "there is no question of `the legality or propriety of equitable relief' and the case is not one in equity." Lamar County v. E.T. Carlyle Co., supra, 277 Ga. 690(1), 594 S.E.2d 335. The approach of Division 1 of the per curiam opinion—that a litigant's allegation of error with regard to the trial court's grant or denial of ancillary equitable relief removes the case from the Court of Appeals's appellate jurisdiction and reinstates the case as an equity case invoking this Court's appellate jurisdiction—up-ends this Court's 20-year effort, from Beauchamp v. Knight, supra, in 1991 to Reeves v. Newman, 287 Ga. 317, 695 S.E.2d 626 (2010) in 2010, "to delineate as clearly as possible the scope of its jurisdiction over `equity cases.'" Redfearn v. Huntcliff Homes Assn., 271 Ga. 745(1), 524 S.E.2d 464 (1999). The majority's approach smudges the bright-line rule this Court has been buffing to a sheen and enables a litigant to select the appellate forum in which a case with equitable features is to be heard, a practice this Court rejected in Beauchamp v. Knight, supra, 261 Ga. at 609, 409 S.E.2d 208, and in Krystal Co. v. Carter, 256 Ga. 43, 44, 343 S.E.2d 490 (1986). Just as we have transferred to the Court of Appeals those appeals in hierarchical church disputes that do not invoke this Court's appellate jurisdiction over cases involving title to land (compare, e.g., Body of Christ Overcoming Church of God v. Brinson, 285 Ga. 613, 680 S.E.2d 856 (2009) (petition to quiet title); First Christ Holiness Church v. Owens Temple First Christ Holiness Church, 282 Ga. 883, 655 S.E.2d 605 (2008) (petition to quiet title)) because the equitable relief granted or denied by the trial court is ancillary to the underlying legal issue of whether it is the local church or the national church that has the right to control the local church property, so, too, we should transfer this appeal to the Court of Appeals since this Court's equity jurisdiction is not invoked. See, e.g., The Rector, etc., of Christ Church v. Bishop of the Episcopal Diocese of Ga., 305 Ga.App. 87, 699 S.E.2d 45 (2010) (cert granted); Timberridge Presbyterian Church v. Presbytery of Greater Atlanta, 307 Ga.App. ___, ___ S.Ed.2d ___ (2010) (transferred to the Court of Appeals by this Court); St. Mary of Egypt Orthodox Church v. Townsend, 243 Ga.App. 188, 532 S.E.2d 731 (2000) (transferred by this Court to the Court of Appeals).
2. Because I agree with the per curiam opinion's determination that the trial court correctly ruled that the real property at issue
I am authorized to state that Justice THOMPSON joins me in concurring in part and dissenting in part, and Justice HINES joins me in dissenting to Division 1 of the PER CURIAM opinion.
HINES, Justice, dissenting.
For the reasons stated in Division 1 of Justice Benham's opinion concurring in part and dissenting in part, I do not believe that this Court has jurisdiction of this appeal, and accordingly I join in Division 1 of his opinion. As I would not reach the merits of the appeal, I must dissent to Divisions 2, 3, and 4 of the per curiam opinion.
(Emphasis supplied).