His Eminence Petar the Diocesan Bishop of the Macedonian Orthodox Diocese of Australia and New Zealand v Kotevich
[2014] NSWSC 1215
At a glance
Source factsCourt
Supreme Court of NSW
Decision date
2014-06-06
Before
Stevenson J
Source
Original judgment source is linked above.
Judgment (32 paragraphs)
d (Defendant) File Number(s): SC 2013/378817
Introduction 1These proceedings arise out of a dispute within Sydney's Macedonian community concerning the control of the affairs of the St Petka parish of the Macedonian Orthodox Church ("the Church"). The St Petka parish is located in Rockdale. 2The plaintiffs are His Eminence Metropolitan Petar, the Diocesan Bishop of the Australia and New Zealand Diocese of the Church ("the Diocese") and the Very Reverend Father Mitrev, the parish priest of the St Petka parish. 3Bishop Petar was appointed as the Australian and New Zealand Diocesan Bishop of the Church in November 1995. In April 1996, Bishop Petar appointed Father Mitrev as the parish priest for St Petka. Father Mitrev arrived in Australia to take up that position in June 1996. 4The Church is a self-governing church with its seat in Skopje in the Republic of Macedonia. The structure of the Church is hierarchical. At its head is the Archbishop of Ohrid and Macedonia, who acts in conjunction with the Holy Archbishopric Synod. The Church is organised into a number of dioceses situated throughout the world. There are seven dioceses in the Republic of Macedonia itself. There are also dioceses for Europe, North America and, relevantly to this case, Australia and New Zealand. Each is headed by a diocesan bishop and divided into parishes under the spiritual leadership of a parish priest. In each parish there is a Parish Assembly. The Parish Assembly elects a Parish Council (which carries out broad executive functions, such as building works, fundraising and the purchase and sale of property). The Parish Council appoints a Parish Committee (which deals with day to day matters). 5The Church is governed by a constitution adopted in 1994 ("the Constitution") and the Diocese is administered under a diocesan statute made in accordance with the Constitution ("the Statute"). 6Macedonian Orthodox Community Church St Petka Inc ("the Association") was incorporated in April 1992 pursuant to the Associations Incorporation Act 1984. Since 1992 it has been the registered proprietor of a number of properties in Railway Street, Rockdale and in Firth Street, Arncliffe ("the Properties"). The St Petka Church is erected on one of the Properties. A church hall and a childcare centre are erected on other of the Properties. Other of the Properties are retained as investments. The Properties were purchased in the 1970s with funds raised from within the Macedonian community. Prior to 1992, various individuals held the Properties in trust for, to put the matter loosely, the Church. 7In 1997, the plaintiffs commenced proceedings in this Court ("the 1997 Proceedings") against the Association and a number of its members. 8In the 1997 Proceedings: (1)on 7 February 2007, Hamilton J, following delivery of judgment in Metropolitan Petar v Mitreski [2003] NSWSC 262, made the following declarations: "1. Declare that [the Properties were] prior to the transfer of the legal titles to [the Association] held upon charitable trust to permit [the Properties] to be used by the Macedonian Orthodox Church St Petka Rockdale NSW Australia as a site for a church in the Macedonian Orthodox religion and for other buildings and activities concerned with or ancillary to the encouragement, practice and promotion of the Macedonian Orthodox Religion ("the Trust"). 2. Declare that in accordance with the terms of the Trust and in the events which have happened, the [then registered proprietors of the Properties] [are] bound to permit [the Association] to use the [Properties] as a site for a church of the Macedonian Orthodox relation [sic: religion] and for other buildings and activities concerned with or ancillary to the encouragement, practice and promotion of the Macedonian Orthodox religion." (2)On 9 June 2009, Young CJ in Eq (as his Honour then was), following delivery of judgment in Metropoliton Petar v Mitreski [2009] NSWSC 106 and an unreported judgment on 6 March 2009, answered a separate question by saying that the terms of the trust declared by Hamilton J did not justify the exclusion of Bishop Petar from the parish Church at St Petka, nor the closing, alteration or addition to the Church building or its ornaments without Bishop Petar's approval; (3)On 5 March 2012, Brereton J, following delivery of judgments in Metropolitan Petar v Mitreski [2012] NSWSC 16 and [2012] NSWSC 167, made the following declaration: "Declare that, apart from [the Properties], all of the property of [the Association]...was acquired and is held by [the Association] as trustee upon charitable trust to permit the trust property to be used by [the Association] as a site for a church of the Macedonian Orthodox Religion and for other buildings and activities concerned with or ancillary to the encouragement practice and promotion of the Macedonian Orthodox Religion." (4)On 18 July 2013, the Court of Appeal (Beazley P, Macfarlan and Emmett JJA), following delivery of judgment in Macedonian Orthodox Community Church St Petka Inc v Metropolitan Petar [2013] NSWCA 223, dismissed an appeal from these decisions. 9The effect of the declarations made by Hamilton and Brereton JJ, and upheld by the Court of Appeal, is that the Association, since its incorporation in 1992 has acted, and continues to act, as trustee of the trusts the subject of the declarations (together, "the Trust"). The Trust, as declared, is a charitable trust to permit the trust property (including the Properties; together "the Trust Property") to be used by the Association as a site for a church of the Macedonian Orthodox Religion, and for other buildings and activities concerned with or ancillary to the encouragement, practice and promotion of the Macedonian Orthodox Religion. 10The only evidence before me as to the existence and terms of the Trust is the judgments and orders made in the 1997 Proceedings. 11The defendant, Mr Kotevich, is the secretary and public officer of the Association. He claims to have been a member of the Association since 2003. Mr Kotevich was not a party to the 1997 Proceedings. He contends that he is not bound by the declarations and orders made in the 1997 Proceedings and that the plaintiffs have not otherwise established the existence of the Trust in these proceedings. 12The plaintiffs contend that Mr Kotevich is bound by the declarations and orders made in the 1997 Proceedings and that their effect is that there are terms of the Trust that: (a)the membership of the Association must correspond with the requirements of Church law for membership of a Parish Assembly; (b)the Association must take all reasonable steps to facilitate the obtaining or renewal of membership by believers in the doctrines of the Macedonian Orthodox Church who satisfy the criteria for membership of the Parish Assembly for St Petka Rockdale specified in the Constitution, the Statute and any Parish By-Laws; (c)the Association must admit into its membership those persons whose names appear in the Parish Register kept by Father Mitrev and recognised by Art 119 of the Constitution and Art 77 of the Statute; and (d)the Association must not accept or renew any application for membership from any person who does not satisfy the criteria for membership of the Parish Assembly for St Petka Rockdale specified in the Constitution, the Statute and any Parish By-Laws. 13The plaintiffs contend that, by admitting Mr Kotevich as a member, the Association has contravened term (d) of the Trust. That is because, the plaintiffs contend, Mr Kotevich does not satisfy the criteria for membership of the Parish Assembly. The plaintiffs case is that this is demonstrated, indeed proven, by the fact that Mr Kotevich's name does not appear on the Parish Register (or "domovnik") kept by Father Mitrev referred at (c) of the preceding paragraph. I will refer to the current iteration of Father Mitrev's domovnik, being that annexed to his affidavit of 20 March 2014, as "the Current Domovnik". 14In closing submissions, and doubtless in light of the extraordinary evidence Father Mitrev gave as to the circumstances in which he prepared and maintained the Current Domovnik, Mr Parker SC, who appeared (initially with Mr Livingston) for the plaintiffs, endeavoured to advance a more nuanced case for the plaintiffs. But, as I discuss below, the plaintiffs' pleaded case (and indeed the case on which Mr Parker opened) is contingent entirely on the fact that Mr Kotevich's name does not appear in the Current Domovnik. For the reasons I discuss below, the plaintiffs must be confined to this case. 15There are many other persons in the same position as Mr Kotevich. They purport to be members of the Association but are not named in the Current Domovnik. The plaintiffs describe all such persons (including Mr Kotevich) as "Ineligible Members". 16On 27 February 2014, by consent, Kunc J made a representative order pursuant to r 7.6 of the Uniform Civil Procedure Rules appointing Mr Kotevich to represent the class of persons ("the Represented Persons") who, at the date of the order, answered the plaintiffs' description of "Ineligible Members". 17The plaintiffs seek to enforce the terms of the Trust by obtaining the following declaratory and injunctive relief against Mr Kotevich and the Represented Persons: (a)A declaration that, for so long as the Association acts as trustee of the Trust, Mr Kotevich and each of the Represented Persons: (i)have not been, and are not so long as the Association continues to be the trustee of the Trust, eligible to be a member of the Association; and (ii)are not, so long as the Association continues to be trustee of the Trust, entitled to vote upon any resolution which it may be put at any general meeting of the Association. (b)An injunction permanently restraining Mr Kotevich and the Represented Persons from: (i)voting upon any resolution which may be put at any general meeting of the Association; or (ii)nominating for membership of, or accepting nomination or appointment as a Councillor of the Executive Council of the Association; as long as the Association continues to act as trustee of the Trust. 18Mr Horowitz, who appeared for Mr Kotevich and the Represented Persons, did not challenge the plaintiffs' standing to bring the application. 19The Association is not a party to the proceedings. Mr Horowitz informed me that Mr Kotevich had made an application that the Association be joined as a party, but that as the parties subsequently agreed on the terms of the representative order referred to at [16], the parties were content for Kunc J simply to note that the Association was aware of, and did not wish to be joined in the proceedings. This occurred on 27 February 2014. Mr Horowitz did not submit that the absence of the Association as a party was, itself, a reason that the plaintiffs should be denied relief. 20The history of the Church and details of the disputes that have led to this case are set out in the various judgments in the 1997 Proceedings. I will not repeat those details here, except insofar as is necessary to resolve the dispute before me.