Armando Torralva v. Rev. Heath Peloquin , 2013 Tex. App. LEXIS 4790 ( 2013 )


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  •                            NUMBER 13-12-00342-CV
    COURT OF APPEALS
    THIRTEENTH DISTRICT OF TEXAS
    CORPUS CHRISTI – EDINBURG
    ARMANDO TORRALVA,                                                        Appellant,
    v.
    REV. HEATH PELOQUIN, ET AL.,                                             Appellees.
    On appeal from the 319th District Court
    of Nueces County, Texas.
    OPINION
    Before Chief Justice Valdez and Justices Garza and Longoria
    Opinion by Justice Garza
    In this case, we are asked whether the ecclesiastical abstention doctrine applies
    to bar claims brought by appellant, Armando Torralva, against appellees Rev. Heath
    Peloquin, Wayne Andrus, Grady Jackson, Jill Jackson, and Jessica Lenhardt. The trial
    court found that the doctrine applied and that it therefore had no subject matter
    jurisdiction over the dispute. We affirm.
    I. BACKGROUND
    Beginning in 2007, Torralva served as an associate pastor at Brighton Park
    Baptist Church (the “Church”) in Corpus Christi, Texas. Peloquin is the Church’s head
    pastor and Andrus is the Church’s head of deacons. The other appellees are members
    of the Church’s congregation.
    Torralva initially filed suit against appellees in January 2012.                   An amended
    petition filed on March 5, 2012 alleges that Peloquin requested Torralva’s resignation on
    or about September 1, 2011, but that Torralva refused to resign.1 Torralva alleged that,
    over the next few months, Peloquin relieved him of his administrative duties and his
    office space in the Church. He alleged that Andrus attempted, but failed, to secure the
    votes of a majority of deacons to oust him from his position.
    Torralva alleged that, in an effort to “destroy his character and ruin him socially
    and financially,” appellees then “falsely accused him of producing and disseminating
    pornography.” The allegedly false accusations were based on an email that Torralva
    sent to Peloquin on January 19, 2011. The body of the email stated: “Pastor Heath:
    Can I use this picture for the PowerPoint announcement?” Below that statement was
    an obscured black-and-white image apparently depicting a man and a women lying in
    1
    As background, Torralva alleged that Church officials sought his resignation because he
    revealed to them that the Church had financial problems. In particular, he alleged that, from May to
    September of 2011, he informed Church officials “that the Church’s financial condition was deteriorating
    and that they might have to hold a membership meeting of the church to discuss the financial options
    available.” According to Torralva, “Peloquin apparently did not like the financial news because it reflected
    on his ability to run the Church and it prevented him from making an overseas trip using church funds.”
    Torralva alleged that Peloquin and Andrus then “began a campaign to solicit negative comments in the
    form of letters from various members to be used as a reason to embarrass [Torralva] into resigning from
    his position.”
    2
    bed. Superimposed on the image was the following caption: “Ignite Your Marriage at
    Brighton Park.       Mattress not included.         Sponsored by the South Texas Children’s
    Ministries.” In his amended petition, Torralva asserts that the couple depicted in the
    image were fully clothed and that he sent the email “in jest” because the Church was
    “having meetings for . . . young married couples at the time.” Torralva stated that the
    image “was from an ad that [he] found on the internet.”2 Torralva’s amended petition
    included an affidavit by Torralva in which he swore to the accuracy of his allegations.
    Letters by Church congregants Steve Dalton, Toni Sharif, Karen Cover, and T.O.
    Webb were attached to Torralva’s amended petition.3 Dalton stated that, in November
    of 2011, he attended a meeting called by appellee Grady Jackson at a local Burger
    King. At the meeting, Jackson showed the attendees a printed copy of Torralva’s email
    to Peloquin.      According to Dalton, Jackson’s adult daughter, appellee Jill Jackson,
    described the image contained in the email as pornography. Dalton stated that appellee
    Lenhardt remarked: “I think Brother Armando should resign. I don’t want him near my
    children or having anything to do with my children.” Dalton stated that the image he
    was shown was “tiny” and “so dark that at first I had a hard time knowing what I was
    looking at.” He said that the couple depicted in the image “did not appear to be naked
    but only laying on the mattress embracing each other.” Dalton stated that Jackson “told
    us that what he was doing, going around talking to small groups about Brother
    Armando, had Pastor Heath’s blessing.” According to their letters, Sharif and Cover
    2
    The version of the image contained in the record before this Court appears grainy and
    obscured. It is not clear whether the individuals depicted therein are, in fact, fully clothed. In his
    amended petition and on appeal, Torralva states: “The picture was not the clear picture that [Torralva]
    sent [to] Peloquin but, had been altered by darkening it to the point where it was difficult to see whether
    the couple were fully clothed or not.” No clearer version of the image appears in the record.
    3
    Torralva characterizes these letters as “affidavits.” However, with the exception of Webb’s
    letter, the letters are not sworn and they have not been notarized.
    3
    also attended the meeting. They corroborated Dalton’s account. Cover further stated
    that Jill Jackson said, referring to Torralva: “[W]ell we have Evil sitting in the back row
    of our church.” Webb stated that he asked Peloquin why Torralva was not permitted to
    speak at a Church business meeting. According to Webb, Peloquin replied: “I have an
    e-mail from Armando that is so graphic that it is unfit for women and children to see.”
    According to Torralva’s amended petition, the Church congregation voted not to
    remove him as associate pastor at a business meeting on January 8, 2012, and
    Peloquin subsequently resigned as head pastor of the Church.
    Torralva asserted causes of action of defamation, conspiracy, tortious
    interference with contract and prospective contract, negligence, and intentional infliction
    of emotional distress. He asked for permanent injunctive relief and damages.
    Appellees filed a plea to the jurisdiction in which they alleged that Torralva’s
    claims are barred by the ecclesiastical abstention doctrine and ministerial exception.
    The plea included affidavits by each appellee. Each affidavit included the following
    identical statements:
    Last year it came to many members[’] attention, including mine, that     Mr.
    Torralva was rude to various church and staff members. Further,          Mr.
    Torralva often made dirty jokes. For these reasons, among others,        the
    [Church] Deacons and personnel committee sought to remove                Mr.
    Torralva from his position of associate pastor.
    The only people I ever discussed Mr. Torralva’s inappropriate behavior or
    dirty jokes with were other members of the [Church]. Further, these
    matters were discussed with other members as we, as [Church] members,
    were contemplating how to deal with Mr. Torralva. In other words, we
    were trying to decide whether to vote to terminate him or to allow him to
    stay on as an associate pastor with the [Church]. These were necessary
    discussions as my only goal was to make sure that our church community
    was strong. In my opinion, it is not possible to have a strong church
    community if the church leaders, such as an associate pastor, cannot get
    along with the church staff or church members.
    4
    Each appellee further stated that they had “never heard” any of the other appellees
    “ever speak about any of the foregoing issue[s] with anyone who was not a member of
    the [Church].”
    After a hearing, the trial court granted the plea and dismissed the case. Pursuant
    to Torralva’s request, the trial court filed findings of fact and conclusions of law. 4 The
    findings of fact included the following:
    2.      Torralva’s position as Associate Pastor was a full-time ministerial
    position at the Church.
    ....
    5.      There was a dispute between Torralva and the Church over the
    performance of Torralva’s duties and his fitness for the position of
    Associate Pastor.
    6.      Torralva’s claims for conspiracy, defamation, tortious interference,
    negligence, and intentional infliction of emotional distress arise out
    of the employment dispute over Torralva’s position as Associate
    Pastor at the Church.
    ....
    8.      The individual defendants did not publish the alleged defamatory
    statements to third parties outside of the church membership. Any
    publication of the alleged defamatory statements by the Church and
    the individual defendant[s] was confined within the Church
    community.
    9.      This case does           not   present    any    unusual     or   egregious
    circumstances.
    10.     The substance and nature of Torralva’s tort claims is to recover for
    an intangible injury to his reputation and for emotional distress
    allegedly caused by defendants’ statements and actions in
    connection with the employment dispute . . . .
    4
    In the record before this Court, the findings of fact and conclusions of law are entitled
    “Defendant’s Proposed Findings of Fact and Conclusions of Law.” However, the findings and conclusions
    are signed by the trial court judge.
    5
    The conclusions of law included the following:
    13.    Torralva’s claims for conspiracy, defamation, negligence and
    intentional infliction of emotional distress are inexorably intertwined
    with the Church’s decision regarding Torralva’s position at the
    Church and the actions the Church took in pursuit of termination of
    Torralva’s employment.
    14.    Each of Torralva’s claims implicate ecclesiastical matters such as
    church doctrine and discipline and the conformity of ministerial staff
    to the Church’s moral standards and principles.
    15.    The ecclesiastical abstention doctrine and the ministerial exception
    apply to this case and prevent subject matter jurisdiction over the
    entirety of Torralva’s claims.
    This appeal followed.
    II. DISCUSSION
    In his appellate brief, Torralva enumerates seven issues. He claims that the trial
    court erred by:   (1) determining that the ministerial exception applied; (2) refusing
    Torralva’s request to present sworn testimony; (3) finding that “[t]he individual
    defendants did not publish the alleged defamatory statements to third parties outside of
    the church membership”; (4) finding that “this case does not present any unusual or
    egregious circumstances”; (5) finding that “[t]he substance and nature of Torralva’s tort
    claims is to recover for an intangible injury to his reputation and for emotional distress
    allegedly caused by defendants’ statements and actions in connection with the
    employment dispute”; (6) concluding that the ecclesiastical abstention doctrine and the
    ministerial exception apply; and (7) concluding that Torralva’s claims “are inexorably
    intertwined with the Church’s decision regarding Torralva’s position at the Church.”
    Torralva addresses all seven of his issues together in his brief. We will do the same.
    A.    Standard of Review
    6
    A plea questioning the trial court’s subject-matter jurisdiction raises a question of
    law that we review de novo. See Tex. Dep’t of Parks & Wildlife v. Miranda, 
    133 S.W.3d 217
    , 226 (Tex. 2004). Lack of jurisdiction may be raised by a plea to the jurisdiction
    when, as here, religious-liberty grounds form the basis of the jurisdictional challenge.
    Westbrook v. Penley, 
    231 S.W.3d 389
    , 394 (Tex. 2007). We focus first on the plaintiff's
    petition to determine whether the facts pled affirmatively demonstrate that subject-
    matter jurisdiction exists. 
    Id. (citing Miranda,
    133 S.W.3d at 226). A plea should not be
    granted if a fact issue is presented as to the court’s jurisdiction, but if the pleadings
    affirmatively demonstrate an incurable jurisdictional defect, then the plea to the
    jurisdiction must be granted. 
    Id. If the
    pleadings are insufficient to establish jurisdiction
    but do not affirmatively demonstrate an incurable defect, the plaintiff should be afforded
    the opportunity to replead. 
    Id. We construe
    the pleadings liberally in favor of the plaintiff. 
    Id. at 405.
    If a plea to
    the jurisdiction challenges the existence of jurisdictional facts, the trial court may
    consider evidence and must do so when necessary to resolve the jurisdictional issues
    raised. 
    Miranda, 133 S.W.3d at 227
    ; Bland Indep. Sch. Dist. v. Blue, 
    34 S.W.3d 547
    ,
    555 (Tex. 2000).
    B.     Applicable Law
    The ecclesiastical abstention doctrine “prevents secular courts from reviewing
    many types of disputes that would require an analysis of ‘theological controversy,
    church discipline, ecclesiastical government, or the conformity of the members of the
    church to the standard of morals required.’” Patton v. Jones, 
    212 S.W.3d 541
    , 547–48
    (Tex. App.—Austin 2006, pet. denied) (quoting Watson v. Jones, 
    80 U.S. 679
    , 733
    7
    (1872)); see 
    Westbrook, 231 S.W.3d at 397
    –98; In re Godwin, 
    293 S.W.3d 742
    , 747–48
    (Tex. App.—San Antonio 2009, orig. proceeding); Williams v. Gleason, 
    26 S.W.3d 54
    ,
    58 (Tex. App.—Houston [14th Dist.] 2000, pet. denied). The doctrine provides that “civil
    courts are to accept ‘as final, and as binding on them’ the decisions of an ecclesiastical
    institution on such matters.” 
    Patton, 212 S.W.3d at 547
    (quoting 
    Watson, 80 U.S. at 728
    ).       The “ministerial exception” refers to the application of the doctrine in the
    employment context. 
    Id. It provides
    that civil courts lack subject matter jurisdiction to
    decide cases concerning employment decisions by religious institutions concerning a
    member of the clergy or an employee in a ministerial position. 
    Id. The doctrine
    arises from the Free Exercise Clause of the First Amendment to the
    United States Constitution and applies to the states through the Fourteenth
    Amendment. See U.S. CONST. amends. I (“Congress shall make no law respecting an
    establishment of religion, or prohibiting the free exercise thereof.”), XIV.    The Free
    Exercise Clause precludes, among other things, government action that burdens the
    free exercise of religion “by encroaching on the church’s ability to manage its internal
    affairs.”     
    Westbrook, 231 S.W.3d at 395
    .        “Although wrongs may exist in the
    ecclesiastical setting, and although the administration of the church may be inadequate
    to provide a remedy, the preservation of the free exercise of religion is deemed so
    important a principle that it overshadows the inequities that may result from its
    application.” 
    Williams, 26 S.W.3d at 59
    ; see In re 
    Godwin, 293 S.W.3d at 750
    (noting
    that courts give “great deference to the First Amendment’s freedom of religion
    guarantee”). To determine whether the doctrine applies, courts consider the “substance
    and nature” of the plaintiff’s claims and the effect of a judicial resolution, and not
    8
    whether wrongs may go unaddressed. See In re 
    Godwin, 293 S.W.3d at 750
    ; 
    Patton, 212 S.W.3d at 548
    .
    C.      Analysis
    Each of Torralva’s causes of action are based on appellees’ allegedly taking
    action against him for conduct that they viewed as inappropriate for an associate pastor.
    There was no evidence adduced that Torralva’s reputation was harmed outside of the
    Church community, nor was there evidence that appellees took any action outside the
    context of their deliberations regarding Torralva’s fitness for service as an associate
    pastor with the Church. Instead, the evidence supported the trial court’s findings that
    “[t]he individual defendants did not publish the alleged defamatory statements to third
    parties outside of the church membership” and that “[t]he substance and nature of
    Torralva’s tort claims is to recover for an intangible injury to his reputation and for
    emotional distress allegedly caused by defendants’ statements and actions in
    connection with the employment dispute.” The pleadings and evidence established that
    the actions underlying Torralva’s claims—specifically, appellees’ assertions that
    Torralva distributed pornography—took place entirely within the context of Church
    officials’ internal efforts to remove Torralva from his position. Thus, trial on Torralva’s
    claims would require an analysis of “church discipline, ecclesiastical government, or the
    conformity of the members of the church to the standard of morals required.” 
    Patton, 212 S.W.3d at 48
    .         The ecclesiastical abstention doctrine precludes subject matter
    jurisdiction over those causes of action. See id.5
    5
    Torralva’s claim for interference with a prospective contract is based on an allegation that
    “members of another church shortly after the January 8th [Church] business meeting told him they were
    there and heard the entire proceedings” and that he subsequently discovered he was removed from
    consideration for a job at another church. This allegation, however, is also based on acts allegedly taken
    9
    Torralva claims that the acts alleged are so “egregious” that they fall under an
    exception to the ecclesiastical abstention doctrine identified by the United States
    Supreme Court in Sherbert v. Verner, 
    374 U.S. 398
    , 403 (1963). He relies on Patton, in
    which the Austin court of appeals stated:
    “Torts such as battery, false imprisonment or conversion probably would
    fall within the exception to church immunity set out in [Sherbert v. Verner,
    
    374 U.S. 398
    , 403 (1963)] because they pose a ‘substantial threat to
    public safety, peace or order.’ It is also conceivable that torts such as
    defamation, infliction of emotional distress, and invasion of privacy might
    be so unusual or egregious as to fall within the Sherbert exception.”
    
    Patton, 212 S.W.3d at 554
    (quoting Heard v. Johnson, 
    810 A.2d 871
    , 875 (D.C. App.
    2002)); see 
    Sherbert, 374 U.S. at 403
    (noting that the United States Supreme Court
    “has rejected challenges under the Free Exercise Clause to governmental regulation of
    certain overt acts prompted by religious beliefs or principles” that “posed some
    substantial threat to public safety, peace or order . . .”); Pleasant Glade Assembly of
    God v. Schubert, 
    264 S.W.3d 1
    , 12 (Tex. 2008) (“[R]eligious practices that threaten the
    public’s health, safety, or general welfare cannot be tolerated as protected religious
    belief”).    We disagree.     The Patton court merely recognized that “torts such as
    defamation, infliction of emotional distress, and invasion of privacy” may fall within the
    Sherbert exception, but it did not hold that such torts must necessarily fall within that
    exception.      
    Patton, 212 S.W.3d at 554
    .             Instead, such torts are actionable
    notwithstanding the ecclesiastical abstention doctrine only if they pose a “substantial
    threat to public safety, peace or order.” 
    Sherbert, 374 U.S. at 403
    . Here, the torts
    alleged by Torralva do not jeopardize, in any way, public safety, peace, or order. They
    within the context of the Church’s internal employment procedures. It is barred by the ministerial
    exception. See Patton v. Jones, 
    212 S.W.3d 541
    , 547 (Tex. App.—Austin 2006, pet. denied).
    10
    are merely personal complaints regarding what Torralva viewed as defamatory
    comments by Church personnel. Accordingly, the Sherbert exception does not apply.
    We conclude that the trial court did not err in determining that the ecclesiastical
    abstention doctrine and the ministerial exception applied to bar Torralva’s claims. Its
    granting of appellees’ plea to the jurisdiction was proper.                      Torralva’s issues are
    overruled.6
    III. CONCLUSION
    We affirm the judgment of the trial court.
    DORI CONTRERAS GARZA,
    Justice
    Delivered and filed the
    18th day of April, 2013.
    6
    By his second issue, Torralva alleges that the trial court “refus[ed] [his] request to present sworn
    testimony” and “refused to allow any testimony or evidence [and] instead relied on the pleadings” of the
    parties. He does not support his argument with references to authority or to the record, nor does he
    explain what “testimony or evidence” he intended to put on that would have affected the outcome of the
    case. See TEX. R. APP. P. 38.1(i). In any event, we have reviewed the record and cannot locate any
    instance where the trial court “refused” any request to put on evidence. This issue has, therefore, not
    been preserved for review. See TEX. R. APP. P. 33.1(a).
    11