Presbyterian Church (U.S.A.) v. Edwards
566 S.W.3d 175
| Mo. Ct. App. | 2018Background
- Reverend Eric Hoey was hired by the Presbyterian Ministry Agency (PMA) as Director of Evangelism and Church Growth; he and others incorporated an outside entity and transferred church grant funds without authorization (funds were later returned).
- The Church disciplined Hoey, reported the discipline to his Presbytery, and publicly disclosed general information about the incorporation and dissolution to the denomination.
- Hoey was placed on administrative leave, then terminated; he sued in Jefferson Circuit Court for defamation based on the Church's statements that he "committed ethical violations."
- The Church moved for summary judgment asserting ecclesiastical abstention/ministerial-exception (immunity) and asked the trial court to limit discovery pending an immunity ruling. The trial court ordered broad discovery.
- The Church petitioned the Court of Appeals for a writ to prohibit broad discovery and to dismiss the action on immunity grounds; the Court of Appeals granted the writ in part (limited discovery to immunity-related matters) but declined to decide immunity on the merits.
- The Supreme Court of Kentucky affirmed the Court of Appeals: it prohibited broad discovery unrelated to immunity but declined to resolve the immunity question now, leaving immunity fact-resolution to the trial court and any immediate appeal of an adverse immunity ruling.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the trial court may compel broad, merits-based discovery before ruling on ecclesiastical-immunity/ministerial-exception defenses | Hoey argued discovery should proceed so he can develop proof of falsity and damages for his defamation claim | Church argued immunity protects it from the burdens of broad-reaching discovery until the threshold immunity issue is resolved | Court held that broad discovery into merits must be stayed until the trial court decides immunity; discovery may proceed narrowly on immunity-related issues only |
| Whether the Supreme Court should decide on the church's ecclesiastical-immunity/ministerial-exception claim now (via extraordinary writ) | Hoey implicitly urged proceeding in trial court; Court of Appeals declined to decide immunity | Church sought immediate writ to dismiss the suit on immunity grounds | Court declined to decide immunity now: immunity is a question of law for the trial court after factual development; adverse immunity rulings are immediately appealable |
Key Cases Cited
- Hoskins v. Maricle, 150 S.W.3d 1 (Ky. 2004) (standard for extraordinary writs)
- St. Joseph Catholic Orphan Soc'y v. Edwards, 449 S.W.3d 727 (Ky. 2014) (ecclesiastical-abstention compared to qualified immunity procedures)
- Kirby v. Lexington Theological Seminary, 426 S.W.3d 597 (Ky. 2014) (limits on secular review and courts' control of discovery to avoid ecclesiastical entanglement)
- Bender v. Eaton, 343 S.W.2d 799 (Ky. 1961) (extraordinary writs and irreparable harm discussion; certain special-cases exception)
- Lexington-Fayette Urban Cty. Gov't v. Smolcic, 142 S.W.3d 128 (Ky. 2004) (immunity includes protection from burdens of litigation and discovery)
- Rowan Cty. v. Sloas, 201 S.W.3d 469 (Ky. 2006) (party entitled to immunity is immune from burdens of defending the action)
- Hosanna-Tabor Evangelical Lutheran Church & Sch. v. E.E.O.C., 565 U.S. 171 (U.S. 2012) (ministerial exception and church autonomy from secular review of minister employment)
- Norton Hosps., Inc. v. Peyton, 381 S.W.3d 286 (Ky. 2012) (immunity involves material facts but is a question of law to be decided by the trial court)
- Breathitt Cty. Bd. of Educ. v. Prater, 292 S.W.3d 883 (Ky. 2009) (order denying absolute-immunity claim is immediately appealable)
