RECENT DEVELOPMENTS
Officers, Directors, and Trustees
By Richard R.
Hammar,
J.D., LL.M., CPA
© Copyright 1993, 1998 by Church Law & Tax Report.
All rights reserved. This publication is designed to
provide accurate and authoritative information in regard to the
subject matter covered. It is provided with the understanding that
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assistance is required, the services of a competent professional
person should be sought. Church Law & Tax Report, PO Box 1098,
Matthews, NC 28106. Reference Code: m56 m34 c0293
Key point: A church's
selection of deacons generally is an internal matter that cannot be
reviewed by the civil courts. However, a church's selection of
trustees may be subject to civil court review.
A New York court ruled that it had no
authority to interfere with a Baptist church's appointment of
"lifetime" deacons, though it could prohibit the appointment of
lifetime trustees by the same church. An incorporated Baptist
church adopted bylaws that made certain individuals "lifetime
deacons." These deacons were invested with virtually absolute
authority over the church's affairs. The bylaws also called for the
election of trustees, and while trustees were given authority over
the "legal and financial matters" of the church, they were subject
to the control of the deacons. A dispute arose within the church
over the seemingly unlimited authority of the deacons. A group of
dissident members filed a lawsuit asking a court to rule that
lifetime appointments of deacons are not permissible under state
law. The court refused. It began its opinion by observing that the
civil courts have no authority to resolve issues relating to a
church's "spiritual" affairs, but that they can "with great
reluctance" resolve church disputes relating to "temporal" affairs
such as property. The court concluded that the selection and tenure
of deacons is a spiritual rather than a temporal matter, and
accordingly the courts were without authority to resolve disputes
involving such issues. It observed: "The office of deacon has
primarily a ministerial function and, in large measure, deals with
the spiritual well being of the church and its members. In this
function, the court will not interfere with the constitution and
bylaws of this church. While this may be outside the mainstream of
current Baptist practice, it is not impermissible. The life tenure
of certain named deacons is clear in the bylaws and as to them
cannot be disputed." On the other hand, the court concluded that
trustees occupy a "temporal" rather than a spiritual position, and
accordingly it would be appropriate for the civil courts to resolve
internal church disputes pertaining to the selection or tenure of
trustees. The court noted that the New York Religious Corporations
Law specifies that church trustees have limited authority to
conduct the financial affairs of their church subject to the will
of its members. This leads to two conclusions. First, trustees
cannot be elected or appointed for life, since in such a case they
would not be subject to the will of the membership. Second, deacons
cannot have absolute control over church finances. The court
observed:
To the extent that the deacons have final and complete control of
the spiritual matters of this church, this court cannot overturn
this result. While this conclusion may not be typical of Baptist
churches, it is the rule in this church. However, the same is not
true of its trustees. This court declares that the board of
trustees are not permanent. The deacons cannot have absolute veto
power over the conduct of the financial matters of the church. To
the extent that the constitution and bylaws appear to state the
same, this court declares that it violates the purpose of the
Religious Corporation Law. The temporalities of this church,
including its real property, income, personal property and the term
and salary provisions of its contract with the pastor, shall be in
the control of the elected trustees subject to the approval of its
membership. In this regard, the court notes that the bylaws make no
provision for a permanent trustee.
Finally, the court approved of a provision in the church bylaws
that permitted the suspension of any member who failed to either
pay tithes or weekly dues of ten dollars during the previous year.
However, the bylaws required that notice be sent to such members by
certified mail prior to their suspension. Accordingly, the court
declared that a letter issued by the deacon board to several
dissident members informing them that their membership had been
suspended for lack of financial support (they were withholding
their contributions until the internal strife was resolved) was
null and void since the members had not been informed by certified
mail of the impending action in advance.
This case is important for a number of reasons. First, it
illustrates the unwillingness of the civil courts to intervene in
internal church disputes concerning matters of doctrine or polity.
According to this court, such matters include the selection and
tenure of church deacons to the extent that such persons are
responsible for the spiritual affairs of the church. Second, it
illustrates that the courts in some cases may intervene in internal
church disputes regarding "temporal" matters, so long as no inquiry
into religious doctrine or polity is required. The court concluded
that temporal matters include the selection and tenure of church
trustees having authority over church property or finances.
Accordingly, the court was willing to rule that the Baptist church
could not appoint lifetime trustees, and further, that the deacons
could not exercise absolute control over the church's property and
finances. Third, the case illustrates that the civil courts in some
cases may determine a church's voting membership. In this case, the
court ruled that the church's attempt to suspend the membership of
several persons was invalid and of no legal effect since the
procedure for suspending members specified in the church bylaws had
not been followed. Ward v. Jones, 587 N.Y.S.2d 94 (Sup.
1992).
See Also:
Election or Appointment |
Judicial Resolution of Church
Disputes