Summary
The Fifth Circuit held that the First Amendment ministerial exception barred Philip Cannata’s claims under the Age Discrimination in Employment Act and Americans with Disabilities Act against the Catholic Diocese of Austin and St. John Neumann Catholic Church. Applying Hosanna-Tabor, the court concluded that Cannata’s role as a church music director and his participation in worship services placed him within the exception, and affirmed the district court’s judgment.
Holdings
- The ministerial exception operates as an affirmative defense to an otherwise cognizable employment-discrimination claim, not as a jurisdictional bar. When materials outside the pleadings are considered, the defense must be evaluated under the summary-judgment framework.
- After Hosanna-Tabor, the Fifth Circuit's prior rigid three-factor Starkman test cannot survive in its precise form. Courts must use a fact-intensive, all-things-considered inquiry and may not elevate any single factor as dispositive.
- The ministerial exception applied because Cannata performed an important religious function during Mass by selecting and coordinating music, rehearsing and directing choir members and cantors, playing piano, and operating the soundboard. His lack of ordination or formal religious training and his secular duties did not remove him from the exception.
Questions Presented
- Whether the ministerial exception is an affirmative defense rather than a jurisdictional bar and therefore should be analyzed under Rule 12(b)(6) or Rule 56.
- Whether the ministerial exception applies to a church Music Director who performed important musical and organizational functions during Mass despite lacking ordination or formal religious training.
- Whether the record contained a genuine issue of material fact concerning whether Cannata was a minister for purposes of the ministerial exception.
Disposition
affirmed
Cases Cited (12)
- Hosanna-Tabor Evangelical Lutheran Church & Sch. v. EEOC, 132 S. Ct. 694 (2012)(followed)
- McClure v. Salvation Army, 460 F.2d 553, 556 (5th Cir. 1972)(discussed)
- Starkman v. Evans, 198 F.3d 173, 176 (5th Cir. 1999)(modified)
- Watson v. Jones, 80 U.S. 679, 727 (1872)(followed)
- Kedroff v. St. Nicholas Cathedral, 344 U.S. 94, 116 (1952)(followed)
- Serbian E. Orthodox Diocese v. Milivojevich, 426 U.S. 696, 724-25 (1976)(followed)
- Triplett v. Heckler, 767 F.2d 210, 212 (5th Cir. 1985)(applied)
- Estate of Bradley ex rel. Sample v. Royal Surplus Lines Ins. Co., 647 F.3d 524, 528 (5th Cir. 2011)(followed)
- Celotex Corp. v. Catrett, 477 U.S. 317, 323-24 (1986)(followed)
- Addicks Servs., Inc. v. GGP-Bridgeland, LP, 596 F.3d 286, 293 (5th Cir. 2010)(followed)
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