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I, I ~I' 1\' j I"" t ,-, 'lIe: r',l. II \ I 'I' '1 I ..\ 1,1 'I ,11 IIJI},I. l,l','! C.'lIll " , ).. :\l t J\lll' 'L ~lcl)"lm)\ I, 1,':;\1/. '1 Au'l. II, l'JfJ4, l'II1,','it"1 PII',Hi.' ! I 1(' t ii,' ,\t_L,], 'lll'd II loll ., L' I ii, II /\111 Jilt:! 'I, l,'1 ,\, ,II 11)111 'I'. i'!, '1\, ,,,>.I I, I.', ''I. PC'lill:I)IJ'/.\Il\'I,I)lllr'j,'11 l~ld~I'! HJI)',1j i'.li. II,; ^lJq. ~'J, J'J'H, l'I'ill\t'II\~'F'illil\ 1'1'),1, ,1::I\i I!/ll:.l. 1\lit:!I\ , '-.":~~'"'~': ,.,..,':'.J'\' ". ~ ! ~ \ , I ~ ' "I,' ."_ .....,',-!.:'. .,~, !tt,"'.: -.. ',:.".t:;l.... the school board.' The Petition state. that it is filed under the authority of Ssotion 3lB of the l'ublio School Code, Ilnd seeks removal of Rsspondents "for their refusal or negleot to perform their mandatory duty to oontract with professional employees (to wit, teaohers) .... "I Petitioners /lssert that Respondents have not oomplied with Seotion 1106 of the publio Sohool Code because Respondents have failed "to employ the neoessary professional employees to keep the public schools open in the Carlisle Area Sohool Distriot,'" In this regard, PetJ,tionen aver that as of August, 1992, the contract betwesn Carlisle Area School Distriot and its teaohers expired, and that no new oontraot has been entered into.5 Petitioners allege that the reason that no new oontract has been entered into is that bad-faith negot.iating taotios have been utilhed by the Board,' However, "the Petitioners oonoede that the teachers are 'working' Petition, paragraphs 11-13, Petition, introductory statement, Bee Act of March 10, 1949, P.L. 30, 5318, a8 amonded, 24 P.B. 53-31B. , Petition, paragraph 141 Bee Act of March 10, 1949, P.L. 30, 51106, aB amended, 24 P,B, 511-1106, ! Petition, paragraph 16. Although press reports indioate that an agreement has been reached with respect to a new contract since oral Argument was held in this matter I nothing to this effect haa been filed of reoord and neither counsol has filed a suggestion of mootness, Petition, paragraphe 19-21, 24-25. -2- and the .chools are currently open ... . ,,1 RBlIpondents filed a preliminary objection to the petition for removal, The preliminary objection states the following. Petitioners fail to set forth a cause ot aotion. Petitioners assert two erroneous reasons that the Respondent. have neglected their duty. (1) That the Respondents have a mandatory duty to contraot with the labor union, regardleBB of terms, when no such duty exists, and (2) That the Respondents have breached a duty to employ teachsrs as set forth in Sohool Code 51106, when the Petition and exhibit make olear that all members of the labor organization, CAEA, An employees of the School District.' In .upport of the demurrer, Respondents oontend that the duty imposed upon them by statute is an obligation to employ rather than a responsibility to contract.' They maintain further that they hl.l.vlil not breaohed their duty to employ, because the individual teachers are employed. 10 ~tement of Law With respect to Reepondente' demurrer to the petition tor removal, certain points of law Bra pertinent. First, as to a 1 Plaintiff's Brief in Response to Defendant's Preliminary Objeotions, at 19. . , Respondents' Preliminary Objection ill the Nature of a Demurrer (emphasis in original). . Rospondents' Brief on Its Demurrer to Plaintiffe' Petition, at. 5. 10 Respondents' Brief on Its Demurrer to Plaintiffs' Petition, at 5, -3- demurrer in general, it is well Ilettled in Pennsylvania that "(t)he question presented by a demurrer is whether, on the faots averred, the law says with certainty that no reoovery is possible ..,." Saarplttl v. Weborg, 530 Pa. 366, 369, 609 A.2d 147, 148 (1992), Seoond, Seotion 318 of the Sohool Code provides as followlI If the board of sohool direotors in any distriot ... refuse or negleot to perform any duty imposed upon it br the provisions of this act relating to sohoo distriots .,. any ten resident taxpayers in the distriot ,.. may present their petition in writing, verified by the oath or affirmation of at least three such resident taxpayers ,.. to the oourt of common pleas of the county in whioh such district is looated, setting forth the faots of such refusal or negleot of duty 011 the part of suoh sohool directors,... If the oourt shall be of the opinion that any duty imposed on th~ board of school directors, which is by the provisions of this aot made mandatory upon them to perform, has not been done or has been negleoted by them, the court shall have power to remove the board ... and appoint for the ullexpired termll other qualified persons in their stead, subjeot to the provisions of this act. II Third, Section 1106 of the Public Sohool Code stat.s the duty that 1. the subject of the present dispute I "The board of sohool direotors in evel'Y lIohool district shall employ the neoesury qualified professional employes, substitutes and temporary profeuional employes to keep the public schools open in theil' respective districts in complianoe with the provillions of this II Act of March 10, 1949, P.L. 30, 531B, as BmenclJld, 24 p... 53-31B. -4- act. "II In this recjard, it hlUl been noted that "the underlying purp08tt of the School Code is to aid the children of the Conunonwealth to obtain a better education. The separate seotions of the code all derive their inspiration from this source, 'l'hough containing individual policies in themselVes, each is subordinate to this cardinal PU1'pOSO." Marnell v. Ht. Carmel Twp, Sch. Di"t., 2 3 Northumborland L,J, 90, 94, aff'd sub nom., Hornell v, Kane, 368 Pa, 173, 81 A,2d 542 (1951), Fourth, several rules of statutory construction are of aBsistance herein. "[Tlhe objeot of all interpretation and construction of statutes is to asoertain and effectuate the intention of the General Assembly."" "When the words of a statute are clear and free from all ambigui ty, the letter of it is not to be dieregarded under thtt pretext of pursuing its spirit,"1I "Words and phrases [are to] be construed ... aocording to their conunon and approved usage .., . It liS "When the words of a statute are not explioit, the intention of the General Assembly may be Asoertained by considering, among other matters. 12 Act of March 10, 1949, P.l.. 30, 51106, as amended, 24 P.B. 511-1106. II Act of Decembflr 6, 1972, P.L. 1339, 53, 1 Pa, C.B.A, 51921(a) (1994 Bupp.j. 11 Act of Deoember 6, 1972, P.L, 1339, 53, 1 Pa, C,B,A. 51921(b) (1994 Bupp.j, 10 Act of December 6, 1972, P,L. 1339, 53, 1 Pa, C.B.A. 51903(a) (1994 Supp.). -5" (3) The misohief to be remedied, (4) The objeot to be obtained," 11 Fifth, it has been held that "[a) written oontraot ... [is) not .,. dispolitive of the iuue of an employee's statuI." Platko v. LauJ.'el Highlands Soh, 1Jist" 49 Pa, Conunw, 210, 214-215, 410 A.2d 960, 963 (1980). Applioation of Law to Faots An applioation of the foregoing points of law to the faots of the present oaso leads to a conclusion that Petitioners' petition for removal of Respondents from office should not be granted. First, the conunon meaning of the word "employ" ls as followBl "provide with a job that pays wages or a salary.,.,"" Since one oan provide another with a job that pays wages or a salary without the existence of a formal, written contractual agreement, it would seem that in oonunon usage onn oan "employ" even though there is no formal oontraot governing that employment. Second, the mischief to be remedied by the act can be ameliorated even though no contractual aqr~ement is present, The public sohools in the Carlisle Area Sohool District have been kept open in the absence of a formal contraot. Third, the object to be obtained by the act can be aohieved even if the teachers are not employed under a formal, written oontraot. Having a for.mal contract with the teachers, while highly 11 Act of December 6, 1972, P.L, 1339, 53, 1 Pa. C.S,A. 51921(0)(3), (4) (1994 Supp.). 11 Webster's New Third International Diotionary 743 (1963). -6- ot .ar1 Barnhart, Dale Hartull, .nd Oenl<llby (.chool <lirecton), aUel,Jinq that the .c11001 diract,ora neqlech<l to pertorJII their .an<latory duty to "employ the n..cea.arY qu.UUe<l prote..ional e.ploye. .,. to keep the public .chool. ope.'" in the car11eh Area Sohool Diltrlct. 34 P.B. 11-1106. Althouqh the pUbUc .ohooh re.aine<l open, the taxpayera asserted th.t the teaoher. were not "employed" becauII they were workinq without a collective barqainin9 aqreement.2 COllU1lon Ple.. au.taine<l the achool director.' preliminary objectiona in the natura of a d.murrer, whioh ....rt.d that .chool director. have no duty to contraot with . t.achera' union .nd did not br.aoh . <luty to .mploy becaule .U memben at CAEA are e.ploy.e. ot the .chool <listrict. Applying the rul.. ot at.tutory oon.truction, COMan Ple.e rea.on.d that one can ..ploy (1.e., provide with a job that pay. wage.) without the exiltence at a contract, theretore, the .chool directors' duty to employ i. not a duty to contract. Common Pleal concluded that the .chool director. did not breach. duty to employ because the carlisl. Ar.a teacher. are employed within the cOllllllon meBninq of the word. Betore thi. Court the taxpayers contend that Common Plea. .rr.d. The taxpay.r. assert that the school dir.ctors' duty to 1 (.. .continued) petition for r.moval ot .chool dir.ctor. who refu.e or neqleot to ~.rtorm any duty impo.ed by the provi.ion. ot thi. act relatinq to .chool diatrict.. 2 The 1989 colleotive barqainin9 agreem.nt b.twe.n the .chool board and the CarU.le Area Eduoation A..oohtion (CAllA) had expired, and the teaoher. were working without a oontract. 2 employ, when read ~n ~ materil with the pUblic Employ. Relat~on. Act (PIRA),3 bee om.. a duty to enter into a written collecUve , bar9aJ.n~nq agr.ement. specificallY, the taxpayen cU.. 1) s.ction 101 of PIRA, the public policy provbion., which expre.. the a.neral Aa.embly'_ belief that the Act'. purpo.e of promoting conatructive .mployment relationship. can b..t be .erved by requiring public employer. to bargain with .mploy.. organi.ation. and .nt.r into written agraemGnt., 43 P,S. 51101.1011 and 2) Section 1201, which prohibit. unfair practic.., .uch AI interf.ring with employe..' exerci.e of their rights and refu.ing to bargain in good faith, 43 P.S, 51101.1201. We find the taxpayere' argum.nt to be without m.rit, Th. fact that PERA requires a School District to bargain in good faith with employ.. organization. doe. not lead to the conclu.ion that .uch employe.. are not .mployed until bargaining re.ult. in a written agreement. A .chool di.trict'. duty to bargain in good faith and ent.r into a written agre.ment appUe. only to .mploy..., not to pro.p.ctive .mploy..., Under School Cod. Section 508, . di.trict employ. teacher. by appointment upon affirmatiVe vote of a majority of the m.mber. of it. school board. 24 P.S. 55-50.. Teacher. must first become employee. of the $~hool dietrict betor. th.ir right to org/tnize and choose repre.entative. arbe. and before the .chool board'. duty to bargain ari..., Accordingly, the school directors in the in.tant ca.e 3 Act of July 23, 1970, P,L, 563, U amend.d, 43 P.8. 511101.101 - 1101,2301, 3 \ 14;, (1'I'-6o~ twJT~ IN ,~. aO~OHW.ALT. aOVRT a. ......YLY~I~ PARENTS rOR QUALITY IDUCATION, I . . INC., G. 'RAN~ EICHELBERGIR, I ", -. HENRY W, TRE"XNGIR, 8n4 LuANN I 1_.... WAGNER, RIDGLEY ~. SNYDER, SR" I CYNTHIA P. VARNER, HILARY H. I -.'. AIJIRIGHT, JOHN P. DURNIN, I ~" CHAJU,ES E. SWIBHIlR, JOHN W, I l;;.J PITTENGER, 8n4 RUTH B, RONNAN I , t..: . I "" ~ " l:$l v, I I EARL M, BARNHART, DALE O. I HARTZl:LL, JR, and GERALD I, I EBY I I PARENTS rOR QUALITY EDUCATION, I INC, , I No, 1956 C.D. 1914 Appellant I ORD.LI AND NOW, thi. 28th day of April, 1995, the order of the co~rt of Common Plea. of cumberland county in the above-captioned matter i. affirmed. ~')..~~")A , IS GARDNER COLINS, pre.ident JUd9 " , I I ,I , . CEnTlml1f,W1M THE li[COllO (\1"'1,.1 '1,"1'11'\'1'1' AP/) ~I, ::, I':)!l~j " II, ' lHPU'. I "'l!;111,!1~ (LI~'I.l.Il.lj' "\wp"\,,IIIlol~,'" PARENTS FOR QUALITY EDUCATION, INC., G. Frank Eichelberger, Henry W. TrlJfflnger, and LuAnn Wagner, Ridgley K, Snyder, Sr., Cynthia P. Varner, Hilary H, Albright, John P. Durnin, Charles E. Swisher, John W. Pittenger, and Ruth B. Ronnan, Petitioners, IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JUN 2i.l WfJ5 CIVIL ACTION. LAW ) ,.., v. NO. 606 CIVIL 1994 PETITION FOR REMOVAL OF SCHOOL DIRECTORS OF CARLISLE AREA SCHOOL DISTRICT EARL M. BARNHART, DALE O. HARTZELL, JR. and GERALD E. EBY, Respondents. AND NOW, this ,. ~ fi. day of --.:J II ,,~ , 1996, upon I consideration of the Petition for Rule to Show Cause of Earl M. Barnhart, Dale O. Hartzell, Jr. and Gerald E. Eby, a Rule Is Issued upon the original Petitioners In this action, Parents for Quality Education, Inc., G. Frank Eichelberger, Henry W. Trafflnger, LuAnn Wegner, Ridgley K. Snyder, Sr., Cynthia P. Verner, Hlliary H, Albright, John P. Durnin, Charles E. SwIsher, John W. Pittenger and Ruth B. Ronnan, to show cause why reasonable counsel feee Incurred In this action by original Respondents, Earl M. Barnhart, Dale O. Hartzell, Jr. and Gerald E. Eby, should not be awarded against original Petitioner. as part of the taxable costa of this matter In accordance with 42 Pa.C,S.A. 12503. Rule returnable :L 0 days after service. BY THE COURT: . J. JUH 2'1 3 ~6 I'ij '95 I I f II ~ , . 'J, 11:11 .If,\ (!!II., -I,I!I ,'1'1" , " I :, h' '.11 ,I I ." " ' 'I " , , , " I' ,I I I I' " i I " I' , , ., , , , , , " \ " , ,II I , I ,I 'I , " " , , ,I " OI'.."sI\,tolNll........ perform their mandatory duty to employ nece..ary qualified proleellonal employ..e 10 keep Ih. public schools open. 2. On July 11, 1994, Ihe Honoreble J, We.loy Oler, Jr, enter.d III Order dismissing the Pellllon for removal, observing In part Ihel Ihe membe" of the CAEA wert employed by the District, and thel, In facl, Ihe public Ichooll 01 Ihe CarUlle Area School Dl,trlct had been kept open In the ab.enc. 01 a lermal eonlrect. 3. Petltlonerl appealed JUdg. Oler'l declllon to the Commonwealth Court, which flied an Opinion on April 28, 199!l,elflrmlng Judge Oler', declllon and "ndlng Petllloner'. argumenl to be "WIthout merit". ... The filing of Ih. Pellllon for removel wal commencld and malntalnld by Petlllone,. In a manner that wal arbllrary, velCallous and/or In bad faith In Ihat: A. Pelllloners' pOllllon was utterly uneupport.d by any legel aUlhorlty; B. Pelllloners' opinion wal conlrary 10 common ..nl.ln thaI to IUllaln Pelltloners' poslllon would have b.en lenlamounl 10 Inllrucllng memberl of the negolllllng committee of the School Dlllrlct Ihat unleel Ihey accapled Ihe propol.d contract terml of the Union, regard Ie.. of how unreallonable Ihey mlghl be, Ihey would b. deem.d to b. filling to perform Ihelr dull.., Ind could conaequenlly b. removed from omc.; C. The Pelltlon lor removal .mounled to a collatera' attack on the negotleling teem of Ih. Board of School Dlrectorl of Ihe Carllel. Area School Dlalrlct, In an ~ " 1.r; t" "'..,.,1'.....".,..,,. Ittempt to Interfere wl~ the performance of their publIc duty to the taxplyera to negotllte I reaaonable, flloally responsible bargaining agreement; 6. Petitioner.' position was frivolous and without merit. WHEREFORE, Respondents request that this Honorable Court ISlue I Rule upon Petltlonerl to show oause why Respondents should not be awarded reasonable oounlll f..s I. part of the taxable costs of this maller, In accordance with 42 Pa.C.S.A. '503. FLOWER, MORGENTHAL, FLOWER & LINDSAY Attorneys for Respondents , ' I' I II! " I il , I I'i " " " .. 'I . - J . ICl cJ ~ 1. "WP~ J - J ~ l1 , ~ 1. 10 .s 11 ~ ! j 1"- ,I I I" I , , , " I.' 'I I , ~ toO 1"4 a t j ,. ,.1 '" ,., - I, ! ~ ] ~ j ~ a t"_ , I 'I: . I I J , a: ;:: 13 t.,j . ::l j " , I .11 ' I ! J i - 1 ~ 1 ) ~ j ! '-' . Amon, lht Rt~ord~ .Ind Procrtdln.~ tnroUed In lht ~OUrl of ('Ilmmon Plu~ In Ind for the ~ounly llf -- Cunberland ___ In lht ('omnlonwrllth of Prnn~ylvlnill No. 19~6 C.D. 1994 "' Nil, .__~!..:_~26 Civil ,__.__,___ lum. 19 _._".._I~ ~Ilnl.lnrd thr f"lIowln,: ('()lty IW ___ _" ,._l\l'l~ilriln"',l __, 1l()('kH I'NTR Y P^IiT-:NI':\ Hili r.~IM,lTY r-:IXIr'M'lriN. INC,. 1':1' M, V~, . I':MII M. IIi\\iNIi^\i'l'. I\^' I'll. IIM,"I"ll'l I. ,II'., ^NIl r:I",'^'Il" I'IIV I JW;II 1<<>, 1 - 24 25 - 28 29 30 - 31 32 - 40 41 - 52 53 - 54 55 - 59 60 - 88 r ..-. . . r1 ~ Aml)nl Ihe Re~Qrdl and Prl)~ccdinll enrolled In the ~ourl of Common PieRi In and for the ~I)unly or ClJnl.!!Irland No. 1956 C,D, 1994 II) NI),. 94 - 606 Civil In the Commonweallh or Penlll~lvanla Term. 19 II ~I)nl.ln.d Ihe rl)lIl)wlnl: COpy OF Appearance DOCKET ENTRY PARElIII'B FUR QJAI.lTY ElXJCATlCX'l, INC., En' AI. VB. EML M. BARl'll/AllT, [VILE O. HARTZELL, .JR., fIND GERALD E, EBY Feb. 9, 1994, Petition for Rerroval of fichool Directors of Carlisle Area School District, and Rule, filed, IINO NGI, this 9th day of February, 1994, a Rule is granted on Respondents to Hhow Cause why petitioner's request should not be granted. Rule returnable 20 days after service. By the Court, .). Wesley Oler, Jr., .). Feb. 10, 1994, PX'eliminary Objection 1n the Nature of a Dell)Urrer, filed. Feb. 11, 1994, Praecipe for Listing Case for I\rgtJToent, filed. BYl James D. f'lower, Jr" Esq. Feb. 25, 1994, Affidavit of Service, filed. July 11, 1994, Opinion and Order of Court, filed, In Re: Respondents' Preliminary ObjecHon Before Sheely, 1'..)., and Oler, J, AND Na>I, this 11th day of ,July, 1994, upon careful considera- tion of Respondents' Preliminary Objection in the Nature of a Demurrer to Petitioners' Petition for Rerroval of Hchool Directors of Carlisle Area School District, as well as the briefs and oral argunents presented in the matter, Rer,pondents' preliminary objection is SUSTAINED, and the pelition for removal is DISMISSED. By the Court, J. Wesley, Jr" J. Aug. 9, 1994, Notice of Appeal, filed. CCHE Na>I, Plaintiff, Parents for Quality Education, by and through their attorneys, Arthur T. Mc~nrott and Associated, by Arthur T, McDenrott, Esquire, and hereby appeal to the Canoonwealth Court of Pennsyl- vania fran the Order entered in this matter on the Ilth day of July, 1994, dismissing Plaintlffs' Petition, SYl Arthur T, Mc~nrott, Esq. Aug. 11, 1994, Praecipe, filed, Pleese file the attached Certificate of Service to the Notice of Appeal that WIIS filed August 9, 1994. BYI Arthur T, Mc~nrott, Esq. Aug. 22, 1994, Cam'Onwealth Court of Pennsylvania Official Docket 81956 C.D, 1994, assigned, Briefs ~ I PAUN'I'8 'OR (lUAU'IV t:DUQA'rJON,INO, 0, 'rank i'J,helbelller, Henry W, TreffinlIer,and l.uAnn WlIIIner, Rldllley K. Snyder, Sr" (.'ynthlal', Varner, I-IIluy H, A1brllIht, j()hn p, Durnin, Charlea E, Swlaher, jl)hn W. Plllenller, and Ruth B. Ilonnan, l'edllonen VI, Earl M, Barnhart, Dale 0, Haruell,jr, and Oerald E. i:by, aeapondentll SI.CTION I ~ i IN '1'1111. <;OURT <W COMMON I'U'AS Oil' i CUMBi'.IUANll (:OUN'IY, l't:NNSVI.vANIA I I i I i CIVil. ACTION. I.AW i I I I NO.I:'~~ CIVil. 1994 I I I PETITION II'OR Rl:MOVAl. OF SOHooL I DIREcrl'ORS OF CARl.ISU: AREA : SOHOOl. DISTRICT COMF. NOW, Peddonen, O. .'mnk i:iehelbelller, Henry W. Tretflllger, LuAnn Wagner, Ridgley K. Snyder, Sr.,john W. l'luenger, (.'ynthht P. Vanier, Hilary H. A1brlght,john P. Durnin, Charlea E. Swllher, and Ruth B. Ronnan, who are realdentll and laXpayen In the Carlllle Area Sch()ol UIllriet, by and through their allorney, Anhur T. MeOennoll, F.IIqulre, and petlllonlthll Honorable CoUrt for the removal of i:.arl Barnhart, Dale Harnell, and Gerald F.by. Sc:hool Dlreeton, punuantto Seellon 818 of the Public School Code of 1949, for their rofuaal or negle't to perform their mandalOry duty to commet with profeulonal empl()yeel (to wit, leachen), lo oondu'tlhe edueallon progmm within aald Ichool dlltrlct, and Ilate III followa: 1. Petllloner G. Fmnk Eichelberger II a realdem taxpayer of the dlltrlct relldlng at 92.. Alexander Spring Road, and II IUlUeet to the tax rolll of DlcklnlOn Townlhip (See Exhibit A). 2. Pelltloner Henry W. Treffinger II a realdem taxpayer of the dlltrlet rellding In Carlllle, Cumberland County, PennlylYllnia, and lion the tax n,1I1 of Carlllle Borough (See Exhibit A), ,). ! j I 1""'\ ".. S, Pelllh)ller l.uAnn Wlllller I. II re.ldel\l IIlXJlllyer lIf the dlllrlu re.ldlnK III Carll.le, Cumberland CQunly, Penn.ylvanla, and I. ()II the laX rllll. (If Carll.le IkmlllKh (See .:Xhlbll A). of, Pellllllner IUdlley K. Snyder, Sr. I. a relldem taxpayer of the dl.lrlU realdlnlln CIIrllale, Cumberland County, I'enn.ylwnla, and I. lIn the tax flllll of Carll.le Borllugh (See Exhibit A), 6. Pellllllner CYJ1lhla I', Varner I. a rellldellllllXpayer of the dl.lriCI re.ldlngln Nllrth Middleton Town.hlp, Cumberland CQUIllY, Penn'ylvanla, and I. Iln lhe laX roll. of North Middleton Town.lllp (See .:Xhlbll A). 6, Pelllloner Hilary n. AJbrlghl, I. a re.ldem taxpayer of the dl.trlct reudlng In DlckllUOn Town.hlp, Cumberland COUIllY, Penn.ylwnla, and I. Iln lhe tax rolla of Dlcklnaon Town.hlp (See Exhlbll A). 7, Petllloner John I', Durnin II a re~idcmlllXpaycr of lhe dlllrlct relldlng In North Middleton Town.hlp, Cumberland County, Pennlylvanla, and I. on the laX rolll of Nonh Middleton Townlhlp (See F.xhlbll A). 8, Petitioner Charlel t:. Swllher I. a relldellllaXpayer of the di51rlct re.lding In North Middleton Town.hlp, Cumberland CQUllly, Penlllylvanla, and I. on the laX roll. of North Middleton Town.hlp (See F.xhlbll A). 9. Pelllloner John W, Phlenger II a relldenl taxpayer of the district re.ldlng In Carlltle, Cumberland County, Penn.ylvallla, and II 011 lhe tax rolll of Carll.le Borough (See Exhibit A), 10, Pelllloner Rutll D. IUmnan II a relldem lIlXpayer of the dlltrlct realdlng Ir Carlltle. Cumberland CQunlY, Pennayl\'llllla, alld la olllhe laX rolla of Carllale Borough (See Exhibit A), II. School DlrecLOr F.arl M. Bamhlln II a member of the Carllale Area School Board, duly elected III 1985, and II lhe head of a lhree-mall negollallllg telllll, which waa fonned In OCLOber.I99I,to negollal.l!whh the CarUaleArea Eductllln Auoclal1oll. .3 r-\ ,.." 12, Sehl)ol J)lreculr llale O. HalUel, Jr. II a member of the Carll.le Area &hQol ISQard, duly elected In 1987, and II a member of the threL~man nCIIQllatlnll team for the &hQQI lSQ.rd. 15, SehQol Director Gerald .:. i:by iJ a member Qf the Carlllle Area Sehool Board, duly elected In 1987, and II It member of the threL~man negotiating te:un fQr the School Board, IIUJ'ION II Partlculan \ 14, Punuant to Sectll)n 1106 I)f the Public SehQQI Code: Qf 1949, the Dlrecton of the Carlllle Area School Board arc mandated to employ the neceuary prQfellllonal employel to keop the public achollll open In the Carlllle Area SehllQI D1mlct. 1/1. SecdQn 518 of the Public Sehool Cllde authQlitcs the removal of achool directOR If they rel\lIe or nelllect to perfonn any mandatoI)' duty Imposed upon them by the School Code. 16, The COntl"olct between C..arllsle Area Sehoollllslrlct and III teachen expired In Augult, 1992, and a new contract haa nQt been entered. 17. In January, 1992, the Carlisle Area i:ducatlQn AIlIoelatlQn (hereinafter AIlIoelatlQn) preaented lulnltlal propolal tQ the Carlllle Area Sehool BQard (hereinafter Board). 18, punuant to the Board's request that the bal'lJlllnlng cover a limited number of I..uel, the Auoclatlon Qll'ered a tnmcated proposal. 19. The Board relpl)nded In bad faith by offering three (S) proposals on a take-It-or- leave-It baals, and another prnposal not responsive to the MI'Ielatlon's proposnl. 20. The Board unreilft()nably delayed III proposal until August 27, 1992, six (6) montha after the parties had preaentcd their bargaining posltlonl to the mediator and after the 1989- 1992 collective bargaining agreement had expired. 21, The Board'l August 'J.7 proposal further delayed, IhIltfated, and complicated negotiations as It cQntalned new lsauel that the Board had not previously presented to either the Mediator or the Assoelatlon. 22. 1'1) funher neRotlatll)ns and to remove personality conflicts from the negotiating procell, the Association's President and head negl)tlator. Aarnn lIurwl17., ofl'erel! on September ~ r"I 24, l003,to relllln frum h1111ll1lllun wllh Ihe Auuclllionlf Mr. IIl1mhlln rellllned from Ihe &ard. Mr. Barnhart reJecled Ihe olTer. 28. On December 27, 111911, Ihe Awldatlun IIIked the Board for face II) fllCe nelll)tlalltm to avoid a January 8 It.rIke. 24, The Board by denying Ihe A.uQdallon'l relll(lIIl1ble requell for face 10 fllCe nellotlatlon, demOIllUilled hi bad fallh, and the Auodlltll)n, only lhen, ordered the Ilrlke, 211, The Board hili cuntlnuoully taken lhe Ilulltlon thai 11 would nol agree to arbltratlon, and maintained Ihallloslllre, knowing thatlhe ultlmllle reault (If the Ilrlke, would be lIIandated arbllnalion. 26, Petltlonen believe, and lherefl)re aver, thallI' the Board had agreed to arblUiltlon, the Itrlke would have been avened. 27. On October 26, 111911, Ihe PennaylY'.lIIll1 Labor Relatlons Board luued II Final Order In a dllpute between lhe Awldaliun IInd the SchOl)l D1llrlct, holding Board III violation of Sectlolll 1201(a)(1) and 1201 (a) (11)[43 P.S. Scctll)n 1102.l201], which requires lhe Board to make a aerlolll elTort to relOlve dllTerences and reach a common sround (See Exhlbll B, aUlIChed). 28, The PLRB held thai Ihe Board acted In bad fallh a.ld with unfair labor practlces, c1tlnS lhe fllCb let forth In Parapmphs19, 20, 21,and 211 above. 29. The Board's (and particularly tlle Respondenl'l) bad fallh negl)tlatlnglactla and unfair labor pnactlcel have delayed, fnUlraled, and Itllled negoliatlons wllh the Auoclatlon, forelng Ihe leachen to Ilrlke and causing Ihe schools 10 dOle IInd operate In an Inefficient mallner. SO. School dlrectoA haw the mandaled dUlY 10 employ profelllonals 10 leach Ihe 11Udenb, Failure to conlract with the leachen conllllltes nonfelllance In l'elfolntl to thla mandatory duty, and Ilgrounlh fl)r removal. ,5' ~ Name 'r~ DIIII:I(I O. Frank t'Jdlelbel'ler J)I(k1n"m Town.hlp Henry W. Trcffinaer Carll.11I Borouah LuAnn WiljJner Carll.le Borouah Rldlley K. !inyder. Sr. Carlllle Borouah (:ynthla P. Vamer Norlh Mlddlelon Towmhlp Hilary II. A1brl,ht OlcklnlOn Towmhlp John P. Durnin Nonh Middleton Towmhlp Charle. .:. SwI.her Nonh Middleton 'foWlllhlp John W. Plttenler Carll.le BoroulJh . Ruth B. Rannan . . Carll.le BoroulJh I I I. ,', ," i I ' I I 'III . I , I I ,'I' " " 1,1 , ,I , I , , ' " . I; I , I f.khlblt itA" t !' 7 r'I .hall b. accompli.h.d 1n .uch a mlnn.~ a. to .u.- pend the l.aat ..n1o~ .mploy.., .'~ovld.d tu~th.~ th.t an .mploya. ld.ntlti.d tot .u.pen.ion ah.ll b. ~.t.in.d ln hl'/h.~ poaltlon it mo~' ..nlo~ amploy..., not them..lv.. ldentltled to~ au.pen.ion, can b. ~.al19n.d into a~.aa to~ whlch th.y a~. c.~titi.d, Thi. a.ction only 90" lnto ett.ct it all .trAiqht lin. option. h.v. b..n .xhau.t.d," Th. m..tlnq .nd.d wh.n the Di.t~let r.vi.w the Aaaoclation'. propo.al. A..ociation Ixhlbit 1) . , indiaat.d that it n..d.d tlm. to (N.T. % 22-25, 71, II &, e, That in rebrua~y 1992 Dr, O.rald 'owl.r, who had b..n ott.~.d the poeition at .up.~int.nd.nt tor the Di.t~ict, into~.d the pr..id.nt ot the A..oalation (A.ron Hu~wit.) ot an a~ini.trativ. r'o~qani.ation h. ha~'in mind tor the 1~92-1993 ,chool y.ar. Du~inq ..v.~al dieeu..ion. betw..n th.m in, that re9ard, Dr. 'owl.r indiaat.d th.t a. part ot that r.o~qanilat10n h. want.d to cr.at. the bar9ainin9 unit po.itlon ot d.an ot .tud.nt. at an annual .alary of $1&00. WhGn Dr. 'owl.r al.o indicat.d that a. part ot that reor9ani.ation h. want.d to rfte~.at. the barqain1nq un1t pOl1tlon oft t.am lead.r whlch had b..n .liminat.d in the pa.t but wa. conc.rned that the Di.triot'. board ot dir.ctor. would not do .0 b.eau.a ot it. eoet, Mr, Hurwitl rat.rr.d hlm to the Aa.oaiation'. ehiaf n.qotiato~ (Mioha.l Kuliko.ky), who h.d b..n a taam l.adar in the paat, D~. 'owl.~ and Mr. Kuliko.ky than di.cue..d raer.atinq t.am l.ad.r. a. t.am advi..re at . ~.duead .alary ot '800. Du~inq hia d1.cu..ion. with Mr. Hurwit. and Mr, Kulikoeky, Dr, 'owler indicatad to on. of th.m that h. would 11k. to kaap tha er.atlon of the d.an of .tudenta and t.am laadar po.ition. at tho.a .alari.. out ot the n.qotiation. tor a auac...or coll.etiva barqaininq aqr..mant. Whan h. did not hear .n objaation, Dr, 'owl.r und.r.tood that h. had an aqr..mant with tha A..ociation not to make the .alar1.. for tho.. po.itlon. part ot tho.. naqotiation.. Dr. 'owlar al.o undar.tood. ba..d on a aomment by M~, Hurwit., that the .alari.. tor thoa. po.ition. ultimat.ly would hav. to ba bar9ain.d, :~.T. I 94-100, 102-108, 122-127, 129, 131-133) 9, That on Ma~ch 16, 1992, the parti.. h.ld th.ir n.xt bar- qalnlnq ....10n. In advanc. ot tha ....10n, the Dl.t~iat pr.par.d a 23-paq. propo.al tor pra..ntat10n t~ the Aa.oaiation. At the ....10n. Dr. 'arnhart indlcat.d that the Di.trict could ~..pond to the A..ociatlon'. propo.al of January 30, 1992, ln on. ot thr.. W4V" non. ot whiah wa. to It. 11kinq, and a.k.d it tha A.aoe1ation wc~ld ba wl11inq to lim1t the acopa ot it. propo.al. rapplnq paakaq.. contaln- 1n9 the Di.trict'e propoeal, Dr, .arnhart al.o .aid that the Dietrict had a 1.n9thy prcpoeal of it. own. Dr. .arnha~t did not pr...nt tha D1.tr1ct'. propo.al to the A..ocietion at that time. (N.T. I 25-28, 72-77, II &-9, 24-2&, 30-31, 44-4&, 88-90, A..oeiaticn Exhibit 9) 4 If ,"'''' . !" I 10. That on March 31, 199~, tha A..oaiation'. p~inaipal .pok..per.on (Carlln W.nq.r) and Dr. Barnhart m.t. Mr, W.nq.r .aid that it the Di.triot wculd b. willlnq to con.id.r a on.-y.ar nOll.c- tiva harqainin9 aqraamant, the A..oeiation would b. willinq to limit the numb.~ ot 1.'u" to b. barqain.d. Included amonq tho.. limit.d i..u.. w.re the A..ociation'. sick 1..vI bank and raduction in torl/' propo.all. Dr. 'arnhart und.r.tood Mr. W.nq.r to .ay that,tha A..oaiation would eonaid.r a on., two, or thr..-y.ar t.rm. Dr. .arnhart lndiaat.d that h. n..d.d te qat back to hl. n'qotiatin9 eommitt.a to dl.eu.. M~. w.nq.r" propo.al. Dr. Barnhart al.o indi- cat.d that the Di.triet had a l.nqthy prepo.al ot it. own. Dr. Barnhart did not pr...nt that p~opo..l at th.t tim.. (N.T. I 19, 28-33, 60-61, 69, 72, 75-79, II 31-34, B8-89, Joint Exhibit 3, A..oaiatlon Exhibit 3, Board Exhibit 3) 11. That on May ~, 1992, the part i.. h.ld th.ir n.xt bar- qaininq ....ion. In advanc. ot the ....ion, Dr. Ba~nhart p~.par.d not.. fOJr the p~..elltation ot four prapoaition. to the A..oc1ation. H. wrote und.r propo.ition 2 "ns;! liak" and "R.duction to fo~a.-no." H. wrote und.r propo.ition 3 "no .iek" and "no ~.ductiol\ in foro.." At the ....ion, Dr. Barrl~arl: indiaated that h. kn.w raduction in tore. wa. one area ot cona.in to the A..oeiation and pr...nt.dhi. tou~ propo.ltion.. The tir.t propo.ition h. pr...nt.d wa. not ~..pondin9 to the A..oeiation'. January 30, 1992, propo..l b.aau.e ot it. l.nqth and ao.t. Th. .acond propo.ition h. pr...nt.d wa. for a thr..-yaa~ aollaativ. barqainin9 a9r..m.nt with no .iak l.av. bank and no r.dua- tion in foro. alau... Th. third p~opa.ition h. pre..nted wa. for a th~.a-y.ar aoll.ativ. ba~qaininq a9~..m.nt with no .iak l.av. bank and no r.duction in tore.. Mr. w.nq.r, Mr. Hurwitl and Mr, Kuliko.ky all took the phr... "no r.duation in tore." to m.an that th.r. would b. no r.duation in fo~o. alau.. a. p~opo..d by the A..ociation. Th. fou~th p~opo.ition h. p~...nt.d wa. for a thr.e-year aollactiv. barqainin9 a;r..ment with a ;.ntlaman" agr..m.nt ov.r the proa.dur. fo~ impl.- m.ntin; a,r.duation ln fore.. Dr, Barnha~t indiaat.d that any of th. p~opo.ition. would have to be aac.pt.d a. p~e..nt.d. The A..oaiatlon a.k.d tha Di.triat to ~.duc. p~opo.ition 4 to writinq. (N.T. I 34-38, 56-57, 72, 79-eO, II 9-16, 34-38, 45-&2, 7&-78, 84, 86-88, 94-9&, 97-98, loa~d Ixhibit. 1 and 4) 12. That on May 8, 1992, the A..oaiation r.ceived the Di.trict.. fourth propo.il:ion ot May 4, 1992, in writinq. Th. tou~th propo.ltion wa. for a eoll.ativ. barqaininq aq~..m.nt with a thr.e- y.a~ te~ b'9inninq on AU9U.t 16, 1992. and inalud.d the tollowinq r.qudlnq ~.duation in fore.. "Th. employftr 11 wUl1nq to di.eu.. II a 9.ntlaman" a9~e.m.nt the proa..., praeedu~.., and quidelin.. tor r.duetion elf tora., not.. part ot the contraCJt." (N.T. I 36-37, II 46, A..oaiation Exhiblt 4) 13. That on Jun. 17, 1992, the partie. h.ld th.ir n.xt bar- 9ainin9 ....10n. Att.r th.y revi.w.d tha Di.trict'. tourth propo.itio~, the A..oaiation pr...nted a writt.n count.rp~opo.al, the aov.r .h..t ot which provid.d a. tollowl' II " 16. That on AUQu.t 5, 1992, the p.~ti.. h.ld th.l~ n'Ht bar- qaininq ....1on. A m.diator wa. in att.ndana. tor the ti~.t tlm.. Mr. W.nq.~ qav. the m.diator . .ummary 0' the po.itlon. ot both partl... Th. .ummary lnelud.d all o( th. 1..u.a the A..oaiation had plac.d on the tabl. to that point in time .nd allot the i..u.. ..t torth in the Dl.trict'. fourth propo.ition. Dr, Ba~nh.rt indlc.t.d th.t it the A..oai.tion wa. 90inq to k.ep allot it. i..u.. on the tabl., th.n the Diatrict h.d other ll1u.. that it w.. qoinq' to put on the tabl.. Dr, Barnha~t did not indic.t. what thoe. 1..u.. w.r.. (N.T. I 43-47, 11, 61-62, 81, 83-84, II 19, Ae.ociation Ixhibit 6) 17. That by l.tt.r dat.d Auqu.t 20, 199~, the Dl.triat into~m.d the A..ociation .. 'ollow.. "Pl.... b. info&'ll,~d ot the n.w poeU;lon. aur- r.ntly b.inq con.ider.d by the Board which ar. ar.- at.d .. a con..qu.nc. of adminl.trativ. r..Uc,JIImanu. 1. t.ambarton and Wihon Middl. Sahool Deana (2) 2. w..t Buildinq D..n (1) 3. T.am Advi.or. to~ .aeh middle echool t.am (12). " (N.T. I 83, 89, A..aciation Ixhibit 7; 18. Th.t on Augu.t 24, 1992, the to110winq adv.rti..m.nt app.ared in the Carli.la S.ntin.l, "All many ot you m.y h.v. heard, n'Qoti.tionl batw..n the Qa~li.l. A~.a Educ.t~on Ae.ocia~ion and the c.~li.l. A~.a Bo.rd ot Dir.ator. h.v. fail.d to produa. . n.w col1.ctiva barq.ininq agr..m.nt. Durinq a p.riod of a.v.r. .conomie aondltion. with many commUnity m.mb.r. loeinq job. ~nd toraqoinq r.i..., and aominq on the h..l. ot the hiqh..t .choo1 t.x inc~.a.a. in Carli.l. hi.tory, the bo.~d n'qoti.tin9 t.am i. both pu..l.d and di..ppOinted th.t the t..eha~.' union h.e b..n unwil1inq to ..riou.ly coneid.r Lt. ott.r ot . th~.. para.nt iner.... in .ala~y .nd . eo.t .h'~inq .rrang.m.nt tor b.n.tit., which would ~..ult in up to .iqht para.nt ral... tor .om. t.ach.r., alonq With an lnformal .qr..m.nt not to turlouqh t.aeh.r. durinq the 1992/93 .ahool y..~. "Our dilappointment i. turthar und.ncored by the union'. tailu~. to rlcoqni.. the obviou. .nd dr.- matia impact the me.t r.a.nt aqt..m.nt h.d on .tattinq, .duaation.l mat.rial., and buildinq main- t.n.na. .nd r.novation proqraml. Moet budq.t 7 .. .. ""'I r. IOOQunt. w.ra ~rain.d or t~o..n '0 that lund. could be r.dir.ct.d to aov.r th. te.cher ulery Lnore...., (All other ..l.~ ie. aaallunt.d tor Ipproxlm.tlly nine puaent ot the total budq.t,) Do..n. ot fo.ition. hay. b.en .liminat.d and m.ny Italt m.mb.r. have b.en lu~louqh.d o~ d.moted. It h.. only b..n wlthin the la.t y.ar that the a~ini- .t~.tion h.. b..n abl. to fire. .ome fund. to pur- oha.. b.dly ne.ded aomput.~ .qulpment to lupport qrowlnq ala..~oom demand. and on. impo~t'nt ~enava- tlon pro~.ct .t tha LeTort 'OhOlll. Yet, the only .iqniticant .ourc. ot n.w rev.nu. aontinu.. to b. tax lnare..... a .W. ar. committ.d to work tow.rd a ~...onabl. ..ttl.m.nt, W. will dir.at the .dmini.tratiQn to t..y to kllf the echoob open tully o~ p.rtiaUy II oi~cum.tancl' dict.t. whil. n.qotiation. continu.. With your continu.d .upport, w. will a~rlv. at . oontract that r'p~...nt. the b..t option. to~ teach.n, childl:'.n, and the community." Th. Idv.rti,.m.nt wa. pl.a.d by Dr. .al:'nhart a t.w d.y. bato~. the .tart of .chool in k..ping with a priol:' pl.dq. by the Di.triat'. n'qo- tiatlnq committ.. to kaap the acmmunity intorm.d of what wa. qoinq on in n.qotiation.. (N.T. I 55, II 38-39, 43, A..oal.tion Ixhibit 10) 19. Th.t on Auquat 27, 1992, the part i.. h.ld th.i~ naxt ba~q.lninq ....10n. Th. Di.triat pl:'..antld a 23-p.qe propo.al dat.d Ma~ah 199~. Thl prcpo.al w.. tor. aollaatlv. b.rq.ininq aq~e.ment with . th~"-y..r t.rm b'9inninq on the d.t. of it. .xecution. Th. P~opo..l inelud.d chlnq" to tha p.~ti..',1989-1992 l'Jr..m.nt a. tollowl' a Ip.citlc hourly rat. ot pay in' ~i.u ot p'~, di.m PlY tor .umm.r wo~k, the .limination of r.imbur..m.nt. to voaational in.trua- tO~1 fo~ cOll.q. ar.dit. .arnad beyond 24, an inar.... in the wo~kd.y, Umitinq 1:'.1mbun.m.nt tor attendinq prot...ionil m..tinql to tho.. oaaa.lon. wh.n att.nd.nc. wa. raquil:'.d by'th. Di.triat and chanqinq p~.p.r.tion p.riod. trom on. p.r d.y to tive pel:' wa.k. Nona of tho.. propo..d oh.nq.. h.d b..n ~.i..d by the Di.t~iat to th.t point ln tim.. (N.T. I 48-ee, 58-60, 62-63, II 19-21, 24, 39-42, 44-45, 7&, A..ociation Ilxhibit 9) 20. That in Septemb.r 1992 Mr. KUlikoaky" pay cheak lnclud'd pay tOI:' work a. a t.am advi.or. (N.T. I 109) 21. Th.t in Nov.mbar 1992 MI:'. ~ulikoaky info~mad ~h. A..oai.tion" b.rqllninq aommitt.. that ha WI' b.inq paid tcr work .. . team advi.or, (N,T. 1 110-111, 115) 22. That Hr, KuHko.ky wu .w.r. of the Dilt~iat'a obl,iq.- tlon to barqlin the f'y to~ work p.~fo~.d by m.mb.... of the barqaln- lnq unit. (N.T. I 117) . e ... " \ o 23. That the partle. are currently n.qot~atlnq the .alarle. tor the dean ot .tud.nt. and t.am advi..r po.ition.. (N.T, II 64-67) DISCUSSION Th. A..ociation ha. charqed that the Dl.trlct eommitt.d untal~ praetie.. within the meaning ot S.etLon. 1201(a)(1), 1201(a)(2) and 1201(a)(6) ot the Aat by plaainq in a local new.pap.~ an adver- ti.em.nt which ml.repra.ent.d the .tat'~. ot ne;otiation. betw..n the part i.. tor a .uce...or aollactiv. ba~9aininq aqre.ment, by rai.in; new i..u.. at b'~qaininq ta~le w.ll att.r n.qotiatlan. had commenced .nd by unilaterally .ettinq the .alarie. tor ce~t.in ba~;aininq unit po.ition. to~ the 1992-93 .ahool year. Th. Di.trict ha. an.w.red that the aha~q. .hould b. di.mi..ed becau.e the adverti.ement did not mi.r.pre.ent the .tatu. ot n.qotiatlon., b.cau.. the n.w i..ue. it propo..d w.re p~a..nt.d in due cou~.. and b.aau.. tha A..ociation aqr..d to the .ala~i.. ..t tor the barqainlnq unit po.ition. at i..u.. Th. Board will find an .mploy.~ in violation ot Section. 1201(a)(1) and 1201(a)(6) ot the Aat it durin; neqotiation. the .mploye~ "direat[ly) or indirectly. . . unde~cutl'l the autho~lty ot the employee' duly .el.cted ~apre.entative, o~ f~aqmentl'l the unity ot the barqainln; unit" wh.n it aommunieate. It. barqaininq po.ition to ite amploye.. ~ ..dtord Sahool ~t~iat, 7 PPIR 194, 195 (Ni.i Deei.ion and Ord.r, 1976). It, however, the cammuniaation at i..u. oacur. atter a braakdown ill neqotiation., i. non-eoeraiv. in phra.inq and do.. not mi.~ep~...nt the po.ition. of the partle., th.n the Board vi.w. it a. an .x.~ei.e ot fr.e .peeah and will not find the .mp10yer in violation of the Act tor havinq mad. it. WLlliam.Dort AlIA lehcol pL.trLct, 6 'PIR 57 (Ni.i Deal.ion and Orda~, 1915). Th. laa~d employ. the .am. analyei. when the communiaatlan at i..u. i. m.da throuqh the media. C.nt.nnial School ~.triet, 9 PPIR , 9085 (Nl.l Deci.lon and O~der, 197e). Oth.r lab~~ bo.~dl do, too. Iraokdal, community Col1ea., 17 NJPER , 22043 (New Jer..y PERC, 1ge9), School Di.trLet g1 111 County, 12 FPER , 17350 (Florida PIRC, 1ge6). The A"aciatlon aontend. that the Dl.trict communiaation at i.lue -- . new.p.per adverti.ement repr...ntinq that the A.aociaeian had been unwillin; to eon.ider an otte~ by the Di.trlat that inaluded "an informal a;reem.nt not to turlouqh teacher. durin; the 1992/93 .ahool yea~. -- underaut it. authorlty ae the exalullv. r.pre..ntativa ot the Dl.triat'. .mploye. beaau.. the Di.trict never mad. that ofter, Th. A..oelation'. aontention mu.t be r.jaeted. Th. record .howl that at a barqaininq ....ion on May 4, 1992, the Di.triat pre.ented tou~ p~opoeitlone, the thi~d ot which wa. tor an aq~eement under whieh there would be no reduation Ln torce. The 9 ~ ;~ ~ .. ~'cor.d al.o .how. that the Di.trict only placId the adv.rtL..m.nt ~.tl.otinq~hat otfer after n.~atiatiQn. hadbrok.n down and .chool waa about to b.qin. Und.r the alra~.tana.., the adv.rti..m.nt mu.t b. vlew.d a. an ,x.rel.a ot tr.. 'P'lch Py th~Dl.t~ict. Clntennial lahoDl Di.triot, ~, William'DOr~ Alaa Ichool DLltriet, ~. In arqulnq for a aontrary r.,ult, the A..oalatlon pO'it. that the Di.trict" t..timony and doaum.ntary efL~.na. that it'prllpo..d an agr..m.nt with no reduction in tora. 'hou1d rtot be or.dit.d fo~ ..v- aral ~.a.on.. 'irst, the A..oaiation point. OUt that the Dl.triat did not d.t.nd the aharq. on thi, ba.i. ln it. an.w.~. A. a Clo.. r.vi.w ot that anaw.~ ~,v.al., the 8i.trLat ave~~.d that the "into~mal aqr..ment" ~.f.~.naad in the adVerti.lm.nt waa p~e"nt.d in the torm of a "q.ntl.man" aqr..m.nt," A. a 010.. r.vi.w of that "q.ntleman'. aqr..ment"' ~av.al., it only 'p.ak. to the procedu~.. tov fU~10uqhin9 t.ach.~., it ha~dly aon.titut.. an agr..m.nt, torma1 or into~al, not to turlouqh them. I.eond, the A..oeiation poLnt. out that wh.n the Di.triat'. ahief ne~otiatoi propel.d an aqr..ment .with no r.duation in torae," n.ither the A..oaiation" chief .poka,p.~.on, Pr..id.nt nor ahi.f n.qotiator und.ratood him to m.an that tha~. would be no t.ach.r furlouqh.. A. th.y all ta.titi.d, th.y thouqht the phra.. "no ~.duQ- tion in fOra." m.ant that th.~. would be no reduotion in tore. alau.. a. propo..d by the A..oaiation. Third, the A..ooiation point. out that the DL.triat'. ahi.t naqotiator, who kn.w that furlough. we~e ot aonc.rn to the A'.ociation, r.ad an A.aociation new.l.tt.r that mad. no m.ntion of a Di.triot offar not to tu~louqh t.aahera y.t did not intorm the A..ociatlon that it had mi.r.p~.'.nt.d the Di.t~lct" bar. qainlnq Po.ition. Th. t..timony of A',ociatian and Di.trict witn...e. alik., how.v.r, wa. in agr.em.nt that the Di.triet pra.ented an ofter, alb.it on. ml.under.tood by the A'.oaiatlon witn....., that inalud.d tha phra.. "no ~.duction in force." That b.inq the aa.e, it i. diffi- cult to aonalud. that the Di.triat mi.r'pr...nted the .tatu. of n.qo- tiatlon. wh.n it plac.d the adv.vti..m.nt, the ave~ment. of it. an.w.r and the lil.na. of it. ahL.t n.qotiator notwlth.tandinq. Aaaordlnqly, the A..oalation'. arqum.nt ha. b..n r.j.cted.5 5At the '.eond day of h.arinq, in an .tfort to 'how that the Di.triat wa. prone to mi'~.Pr".nting the .tatu. of n.qatiation., the A',ooiation moved tor the introduation into ,vid.ne. ot a new.pap.r articl. r'portinq on the raaotion ot the Di.trict.. ahi.t neqotilto~ to ..ttl.ment di,cu.aion. whiah pr.c.ded the tir.t day ot h.arinq (A,.ociation Exhibit 13). Th. motion wa. d.nild on the qround that the articl. wa. irr.levant (N.T, II 71.72). Unlika With the adver- ti..m.nt, Which wa. .hown to hay. b..n plao.d by the Di.trict'.'ahief n'qutiator, th.r. wa. no .howing that the ahilt n.qotiator. d.t.rmin.d the aont.nt ot the articl.. Mor,ov.r, the Di.trict'. chi.t n'qotiato~ te.titi.d that the artial. COntain.d numlrou. mi.quote. (N.T. II 61-67). Acaordinqly, no r.liana. ha. b..n plac.d on that articl.. 10 .~ ,...., . " The loud will find an .mployar in violation ot aecHon. 1201(a)(1) and l~Ol(a)(&) ot the Aat it the .mployer do.. IIQt "make a .erlou. ettort to reeolve ditterance. and r.aQh . common qround." ADD..l of Oumh.~1.nd V.ll. . .J /'" t-, The reaord .how. that bU'1aining b.gan In January 199~ wh.n the A..oaiation prl..nted ita initial propo.all that the Di.triQt'. ~e.pon.. to that p~opo.al wa. a reque.t to~ barqain~ng ove~ a limltld numb.r ot i..ue., that the A..oaiat~on honor.d th.t r.que.t by pr.- ..ntinq a t~unaat.d propo.all that the Di.trict th.~eatt.r pre..nt.d tour p~opo.ition., one ot whiah wa. not to re.pond to the A..ociation'. initial propo.al baaau.. ot it. co.t and lanqth, the other threa ot which wire on a taka it o~ leav. it ba.i., that the ~..oci.tion then p~..ent.d a counterp~opo.al whiah the Di.t~iat rej.cted, and that the Di.trict dld not pr...nt a propo.al aontaininq the i..ue. which ar. the .ubj.et ot the charqa until A11l1u.t 27, 1992, which wa. atte~ m.diation had eomm.nc.d and the t.~m ef the partia.' 1989-1992 aoll.ativ. barllaininq aqr.em.nt had expi~.d, On thi. r.aord, it mu.t be uonaluded that the Di.trlat vio- lated it. barqaininq obligation a. aha~q.d, Althouqh it ha. been teund a. taat that throughout neqotiation. the Dietrict ~.t.rena.d a lenllthy p~opo.al ot it. awn, that tact i. of, dubioue valu. glven the fact that the Di.tr.iat',\Ook .0 long to pre.ant it. By the time it did, mediation had comm*na.d and the partia. 1989-1992 eolleativ. bar- qaininq aqr.em.nt had expir.d. The pre..ntatlon ot n.w i..ua. at that time would hay. the obviou. .tt.et ot t~u.trating negotiation. and th.r.to~e militate. again.t a tinding that the Di.t~ict wa. .e.king to ~..ulve diftar.nc.. and reaoh a common ~~uund. Mor.over, the tact that the Diatrict durinq ne'1otiation. over the A..ociation'. truneat.d prapo.al only p~..ent.d propo.ition. ot it. own on a take it or l.ave it ba.i. aa.t. doubt on the ea~n.atne.. with whiah it pur.ued ite avowad qoal of .t~.amlin1nq n.qotiationa. rinally, while .ach ot the naw i..uaa rai..d by the Di8t~ict may blot a minor natu~. .tanding alon., they con.titute a al.a~ impediment to neqotiation. .tanding toq.th.r. Neither Caribou School DftDartm.nt ~ Caribou T.acher. Aa.oailtion, 402 A.2d 1279 (M., 1929), nor Public Imolov.a. Allcciation Q1 Tulare County, 1nQ~ ~ IQAld g1 aUDerviaor. A1 Tulare county, 167 Cal, App. 3d 797, 213 Cal, Rptr. 491 (1985), nor IkBI ~ ~ !naland ~ Ca.tina Ccmoanv, 242 r.2d 759, 39 LRRM 2616 (~d Cir. 1957), which the Di.trict cit.. in it. b~iet, compel. a contrary n.ult. In c,ribqu, an employer waa tound in violation ot ita bar- qaininq obliqation b.cau.e it br.aehed agread upon qround rulea tor blrllaininq wh.n it introduc.d naw ie.ue. Aft.r it had pre.ented it. initial prapo.al, Although no .ueh qround rul.. wer. broached by the Di.triat har., that tact i. ot no moment given the other fact. noted abova. In Tulare, an employer wa. not tound in violation ot it. bargaining obl1Cj/atj,on when it pn..ntad an ott.~ with la.. pay than an .Irli.r otter beeau.. the reduction in pay WI' ot a mlno~ nature. Aqain, qiven the numbar ot the new i..ue. rai..d by the Di~trict, the tact that each may be mlnor in nature .tandinq alone al.o i. of no moment. In ~ Enaland Qla Ca.tina Comoanv, an .mploy.~ wa. tound in violation ot it. barqalnlnq obliqation beaau.e it rai.ed new i..u.. 12 r"',' r- a,t.r .aaurinq the union that it would a"urlna.a w.re qlv.n by the Dhtriet, p~...nt it. naw i..u.. tor .uoh . lonq .am_ tindlnq a. ln th.t.a.... , Th. 'o.~d wl11 tlnd an .mploy.r ln vio1atlon ot ..atlona 1201(a)(1) and 1201(aj(5) of the Act it the amp1oye~ unil.t.rally a.t. the waq.. tor b.~q.inin9 unit work. ~-~ll&n sahoo1 IQ&[d X4 ~ommonw..1th, lLBI, 12 'a. Commonw..lth Ct. 323, 316 A.2d 114 (1974), Th. .mploy.r i. und.r an atti~.tiv. obliq.tion to initi.t. ba~qainin9 with the .xe1uaiv. r.pr...ntativ. of the barq.ininv unit b.for. it p.y. auah waq.., Wlm Thora. AEaI Scheo1 Di.triat, 21 PPER I 21021 (rlnal Ord.r, 1989). If tha .mploy.r r..ch.. .q~eament with .n aq.nt ot the .xclu.iv. r.pr...ntativ. with the .pp.r.nt author~tY to bind the r.pre..ntativ., th.n the .mploy.~ doe. not aat unil.t.rally wh.n it tollow. the .qr..m.nt, and no untair pr.ctia. may be tound und.r tha aireum.tana.s. ~Dmmon~.alth g1 P.nn.vlv.nia, 24 PPIR I 24055 (rinal O~der, 1993), ',<1, not do .0. Althouqh no .uoh the tlat that it dld not p.riod ot time .upport. the " Th. Di.t~ict eontand. th.t the w.qe. it ha. p.id .mployea to~ w.s'rkin9 ill the po.ition. ot dun ot .t;ud.nta .nd t.1llI Idvi..u an .x.ctly .. the A..oaiation .qr..d to wh.n it. ahi.f neqotiator and pr.aid.nt dlaau...d th.m with the Di.triat'. cu~r.nt .uparint.nd.nt. Th. Di.t~ict'. aont.ntion muat b. ~.ject.d, th.r. bain9 no evid.na. ot .uch an .qr..m.nt. Th. r.aord .how. that the Di.t~ict" .uperint.nd.nt ~eached .qr.em.nt with the Aa.oeiation" p~..id.nt or chi.t na90tiatQ~ not to m.ke the .alarie. for the poaitiona at 1..u. pa~t ot the neqotiationa tor . 'uoc...o~ aoll.etiv. barq.ininq aq~..ment. By the .up.~intend.nt'. own t.atimony, how.v.r, he kn.w th.t h. did not hay. .n .qr..m.nt on tho.. ..1.~i.. .nd th.t th.y ultimat.ly would hay. to ba barqainad (N.T. I 133). Tha r.oord al.o .how. that wh.n the Di.triat'. .up.~int.nd.nt dieau...d tho.. ..ll~i.. with the A..ociation'. pr..id.nt .nd chl.t n.qotiator the parti.. we~. .ubj.ct to . aolleative ba~q.inlnq provl.ion r.quirinq moditiaationa to lt to b. in w~itinq and that th.y had ob.arv.d th.t ~equir.m.nt wh.n the po.ition ot h.ad t..eh.r w.. are.t.d in the paat. In vi.w of the .up.rintand.nt'. t..timony and b.a.u.. the ..l.~iea for the po.ition. at i..u. WI~' not aq~..d to in writinq, it ha. been conclud.d that th'y were aet unilaterally. Acco~dinqly, the Di.trlct mu.t be tound ln violation of it. barqaininq obliq.tion .. cha~v.d. . one final point. Th. Di.trict cont.nde th.t in .ddr.e.inq the ma~it. ot the Ae.oaiation'. eharql att.ntion .hould ba paid to the t.at that lt wa. til.d one day ahy ot tour month. .tt.~ the adv.~ti..m.nt at i.aue .ppear.d in the n,wlp.p.r. ot aour.., und.r .action lDO& ot the Act, 43 P.8. . 1101.1505, the Bo.rd only ha. juriadlation to redr... aOllduat which OCCUrl withln tour month. ot wh.n the charqinv party knew or .hould have known that .n unfair practiae wa. committ.d. Thom.. X4 APscur, 101 Pa. Commonwealth Ct. 13 20 8 " I" I" I' " II " I, ,\ " , i'l !' I, ,I , I ;'1 1',' 1'\ " " , ! (\ 'i. , ,:1 ~ ~, I ~ " '~ " "I s:) ~ " '" , ~ 'ft, I I ~ ~ , " I, ill " I ,,' ',1'1 II 'i "'1'/ " ., 'l' " I I I 1 " " I ,; I. ~ .c'..'IIIJolll..IlooI'......".. ~ f"'l\ .. PARENTS FOR QUALITY EDUCATION, INC., O. Fr.nk Elch.lb.rg.r, H.nry W. Tr.nlng.r, .nd LuAnn Wlgn.r, Rldgl.y K. SnYd.r, Sr., Cynthl' P. Varn.r, Hilary H. Albright, John p, Durnin, Chari.. E. Swllh.r, John W. Pltt.ng.r, and Ruth B. Ronn.n, Petltlon.r. IN THE COURT OF COMMON PLlAI OP CUMBERLAND COUNTY, PENNIYLVANIA CIVIL ACTION. LAW v. NO. (,"', CIVIL 1884 EARL M. BARNHART, DALE 0, HARTZELL, JR. and OERALD E. EBY, PETITION FOR REMOVAL OF SCHOOL DIRECTORS OF CARLISLE AREA SCHOOL DISTRICT R..pondtntl NAI.U.8EJ)EA.D.EM.Ufi8EB Petitioners fall to set forth a cause of action, Petlllon8rs assert two erroneous reasone thet the R8spondents have neglected their duty: (1) Thattha R8spond8nts havEI a mr:lndatory duty to contract with the labor union, regardleso of terms, when no such duty exists; and (2) That the Respondents have breach8d a duty to employ teachers as ellt forth In School Code 51106, when the Petition and exhibit make clear that BlIl11embers of th81abor organlzBtlon, CAEA, JlI 8mploY8es of the School Olstrlcl. , ~ f", PRAICIPI rOil ~'J'ING CASI rOR ARqllMlllN:t (....t blr typewJ;:l.tten IIIld IUbnitted in t'II'PIll'-8te) TO THI PROTHONOTARY or CUMBERLANO COUNTYI ple8Ie ~t tbIt w:l.t.hin IIlIItter for tJ. next ~t Oaurt. ..........-----..----..---....----......------............--..-----......------------........--'"---....-----------......"" CAPTION or CASB (lntin c:.tpI:ion ....t be state in full) PARENTS f'OI\ QUALJ'l'V EDUCATION, INC., G. FRANK (,;ICllELDERGJ!:R, IIENRV W. TREFFINGEll, and LUANN WAGNEll, RIDGLEV K. SNVDER, SR., CVN'l'1I1A p, VARNER, HILARV 11. ALBRLGII'l', JOliN P. DURNIN, CllAHLJ!:S n:. SIIISIIEH, JOliN W. PITTENGER, and RU'l'1I B. RONNI\N, PetitIoners, VB. BAHL M. DIIRNIIART, DALE O. 1lI\R'1'ZELL, JR., and GERI\LD E. EDV, Respondents. "1, ,,' ':''4l - , ., ' . .' .' I' ',I" ~ I'.. '". '-.f., .n C> ~ .. ~ (Defendllnt~ ~. bfi{., C:l.vU 19 94 1. State IIlIItter to be lIX9J8d (i.e., plAintiff's Imticn for ... trial, defendllnt'. daIurrer to ~t, etc.)1 Respondent's Preliminary Objections in tho nature of a Demurrer to Petitioners Petition. 2. Identify COUIW8l Wlo will 4J:9.l8 easel (a) for plaJ.ntiffl Arthur'!'. McDermott Mlh_1 50 J!:ast lIigh Stroot Carlisle, PA l701J (b) fur defendant I J ame s lJ. Mlh_1 11 East lIigh Carlisle, PA P' lower, Street l70lJ Plower, ~Iorgenthal, Flower & Lindsay 3. I will notify aU partiell in writing within t:'tlO d.ays that thiI C8H 11M t.en ~t:ed for IIX'gl.IIWIt. 4. ~t 0CUrt \lIItel May 25, 1994 PLOVlEll, MORGl:N'l'llIlL, PLOWEll, & r"INDSAV \lilted I Pebruury 11, 1994 ., , .\s Jr.,~ ;"1 ~ .. lie "- It) .:.1', ,....' , -J .11 i........ I;' ;~.~ ,II'" .,J I' 'I i-I " 1'1 v ,I I , I' I I, , . , , 1); " -1,1 II " I" j 'I , " " ",1 , , , " " " , .~- I, 1,1 I' " I. , I 'I " " "', i.1 I II, " , ' , ;1;1 , <II JI)l/1 :J 1]', :Ii 1911 " , I,;, 1!,. I \~~ " , ,I Y, , , I,." " .'. .' ;" i' I , I I' 'I "II I " , " '1'1 " ,I t' 'I'i " I I, " " I I " 'I II , , ill 'I I, :' 'I 1 , " ..-' I I, I'" , " , I, I~i ~ Arthur T. HoDermott, 50 I..t Hi9h Street Carli.le, PA 17013 Attorney for Petitioner. /....)..- Beq. -/.-,' V cd'll ,1'1'~ '1',1 Jam.. D. Flower, Jr., 11 .a.t Hi9h Street Carli.le, PA 17013 Attorney for Re.pondent. Iro " 'I i,lo " I, 'I; ,'1, , 1 a.q. J""'41 jl' D ~Af'(J ,/~ t,V -1 _,t' " L ;,1' " I " I' , 1 , " I' , I I ,I i,l) I' \, , "I I I , II , I '.j ii, I; 'I, I, I 'I ........., ,.... PARINTS FOR QUALITY IOQCATION, INC., G. Frank eichelberger, "enry W. Treffinger, and LuAnn Wagner, Ridgley K. Snyder, Sr., Cynthia P. Varner, "ilary H. Albright, John P. Durnin, Charlea m. Swiaher, John W. Pittenger, and Ruth B. Ronnan, petitionen IN THI COURT OF COMMON PLIAS or CUMBERLAND COUNTY, PINNSYLVAHIA v. CIVIL ACTION - LAW IARL M. BARNHART, OALI O. HARTZELL, JR., and GlRALD I. EBY, Re.pondents 94-606 CIVIl. TIRN IN RB. RESPONDENTS' PR!~IMJNARY OBJECTION BBFOR! SHEELY. P.J.. and OLER. J. OPINION and ORDER OF ~UBI Oler, J. The present oase was commenced by the filing of a petition requesting removal of three public achool board directora for an alleged bre4ch of duty to oontract. For dieposition at thia time ia Respondents' preliminary objection in the nature of a demurrer. For the nasons atated in this Opinion, the demurrer muat be auatained. Statement of Fact. The fact. involved in this ca.. may b. summarized as follows. Petitionera inolude ten tax-paying resident. of the Carliale Area Sohool Oiltriot.1 Reapondente are elected membera of the Carlisle Area School Board and compri8e a three-person negotiating team for 1 Petition, paragraphs 1-10. -1- .-... r--. the .ahool board.a ~he Petition .tate. that it i. filed under the authority of Seotion 318 of the Public Sohool Code, and ..ek. rell\Oval of Re.p~ndent. "for their refu.al or neglect to perform their mandatory duty to contract with profe.eional employee. (to wit, teachere) tt. . "J Petitionere ae.ert that Re.pondent. have not complied with Section 1106 of the Public School Code becauee R..pondente have failed "to employ the necenary profe.donal employee. to keep the public echool. open in the Carlide Area School Dietrict."l In thi. regard, Petitioner. aver that as of Augu.t, 1992, the contract between Carli.le Area Sohool Diatrict and ita teachen expired, and that no new contract ha. been entered into.' Petitioners allege that the rea. on that no new contract hat been entered into i. that bad-faith neqotiatinq tactic. have been utilized by the Board.' However, "the Petitione::. concede that the teachere are 'working' J Petition, paragraph. 11-13. J Petition, introductory .tatement, "ee Act of Harch 10, 1949, P.L. 30, 5318, as amended, 24 P.S. 53-318. 4 Petition, paraqraph 14, see Act of March 10, 1949, P.L. 30, 51106, .. amended, 24 P.B. 511-1106. I Petition, paragraph 16. Although pren report. indicate that an aqreement hat been reached with re.pect to a new contract dnce oral argument wu held in thia matter[ nothing to thil eUect hat been filed of record and neither coun.el hat filed a .ugge.tion of mootne... 1 Petition, paragraph. 19-21, 24-25. -2- (""0, ,-. and the .ohool. are currently open . . II , 117 Re.pondente filed a preliminary obj.ction to the petition for removal. The preliminary objection .tate. the following I P.titioner. fail to .et forth a oau.e of aotion. Petitioner. a,.ert two erron.ou. rea.ona that the Rll.pondent. have neglected their dutYI ( 1) That the Re.pondent. have a mandatory duty to oontract with the labor union, regardle.. of term., when no .uoh duty exi.t., and (2) That the a..pond.nt. have bnaohed a duty to employ teacher. a. .et forth in Sohool Code 51106, when the PotJ.tion and exhibit make olear that all member. of the labor organization! CASA, llU .mployee. of the School Dlstrict.'-- In .upport of the demurrer, R..pond.nt. oontend that the duty impo.ed upon them by .tatute 11 an oblig"tion to employ rather than a re.ponlibility to oontract.' They maintain further that they have not breaohed their duty to employ, heoau.e the individual teachere are employed. 10 Statement of Law With re.pect to ae.pondent.' demurrer to t.he petition for r.moval, oertain pointe of law are pertinent. >>-ir.t, AI to a 1 Plaintiff'. Brief in R..pon.e to Defendant'. Preliminary Objeotion., at 19. · a..pondent.' Preliminary Objection in the Natuu of a De~urrer (empha.i. in original). . at 5. a..pondente' Brief on It. Demurrer to Plaintiff.' Petition, 10 at 5. ae'pondent.' Brief on It. Demurrer to Plaintifh' Petition, .3- J" "",", I'" d.murrer in general/it i8 well .ettled in P.nm.ylvania that "[ t J h. qu..tion pre.ented by a demurrer ie whether/ on the fact. av.rr.d, the l.w "Y. with certainty that no reoovery i. po.dbl. ...." Soarpitti v. Weborg/ 530 Pa. 366, 369, 609 A.2d 147, 148 (1992). S.oond, Seotion 318 of the Sohool Code provide. .. follow. I If the board of Ichool directorl in any diltriot ... refule or negl.ot to p.rform any duty impo..d upon it br the provi.ion. of thi. act r.lating to .ohoo di.triot. ... any ten redd.nt taxpayon in the dhtrict ... may pr..ent their petition in writing/ verified by the oath or affirmation of at lea.t three .uch re.ident taxpay.r. ,.. to the oourt of oommon plea. of the county in whioh .uoh dietriot i. looated, .etting forth the faot. of .uch refueal or negleQt of duty on the part of .uoh .ohool dir.otor..... If the oourt .hall be of the opinion that any duty impo.ed on the board of .chool director., whioh h by the providon. of thi. aot made mandatory upon them to perform, ha. not been done or ha. been negleoted by them, the court .hall have pow.r to remove the board ... and appoint for the unexpired term. other qualified per.on. in th.ir .tead' .ubject to the provi.ion. of thi. aot. II Third, Seotion 1106 of the Publio Sohool Cod. .tat.. the duty that i. the .ubject of the pre.ent dhpute I "The board of .ohool direotore in every .chool dhtriot .hall employ the n.c....ry qu.lifi.d profe..iona! employe., .ub.titute. and t.mpor.ry profe..iolla! employe. to keep the public Ichool. open in their re.p.otive dietrict. in oomplianoe with the provilion. of thh II Act of March 10, 1949, P.L. 30, 5318, 11.. amended, 24 p... 13-318. -4- """" r-.. act."U In thl. regard, it ha. been noted that "the underlying purpo.. of the Sohool Code i. to aid the children of the Commonwealth to obtain a better education. The ..parat. .eotion. of the oode all derive their in.piration from thl. .ourc.. Though contain1ng individual polioie. in them.elve., each l. .ubordinate to thl. cardinal purpo..." Hornell v. Ht. Carmel Twp. Sah. Di.t., 23 Northumberland L.J. 90, 94, a/f'd sub nom., Hornell v. Xane, 368 Pa, 173,81 A.2d 542 (1951). Fourth, .everal rule. of .tatutory con.truotion are of a..i.tanoe herein. "['1')he objeot of all interpretation and oon.truotion of .tatute. is to a.certain and effectuate the intention of the aeneral Assembly. "'I "When the word. of a .tatute are olear and free from all llIIIbiguity, the letter of it l. not to be dl.regarded under the pretext of purlluing it. .pirit. ,,14 "Word. and phr.... [are to) b. con.trued ... aooording to their oommon and approved u.age . . . . ,,11 "When the word. of a .tatute are not explicit, the intention of the General A'Bembly may be a.oertained by con.idering, among other matter.a U Act of Maroh 10, 1949, P.L. 30, 51106, as amended, 24 P.B. 511-1106. II Act of Deoember 6, 1972, P.L. 1339, 53, 1 Pa. C.8.A. 51921(a) (1994 Supp.). u Act of December 6, 1972, P.L. 1339, 53, 1 Pa. C.B.A. S1921(b) (1994 Supp.). II Act of Deoember 6, 1972, P.L. 1339, '3, 1 Pa. e.S.A. S1903(.) (1994 Supp.). -5- 3~ i""', r""'. (3) The milohief to be remedied. (4) The objeot to be obtained." U rUth, it h.. been held that "[a] written oontraot ... [iI] not ... di.pooitive of th,. iI.ue of an employee' 0 .tatuo." Platko v. Laurel Highlande Soh. Diet., 49 Pa. Commw. 210, 2l4w215, 410 A.2d 960, 963 (1980). Applioation of Law to Faot. An applioation at the foregoing point. of law to the taot. of the pre.ent oa.e lead. to a oonolu.ion that Petitionero' petition for removol at Reopondent. tram offioe .hould not be gunted. rir.t, the oommon meaning of the word "employ" i. ao followo, "provide with II job that pay. waglt. or a .alary .... ,,17 Sinoe one oan provide another with a job that PIlY' wllge. or II .alary without the exi.tenoe of a formal, written oontraotual Ilgreement, it would .eem that in OOlN1lCln ulllge one oan "employ" even though there il no formal oontraot governing that employment. Seoond, the milohief to be remedied by the aot oan be ameliorated even though no oontrllotual agreemont il preoent. The publio lohool. in the Carliele Area Sohool Di.triot have been kept open in the ablenoe ot a formal oontraot. Third, the objeot to be obtained by the aot can be aohieved even if the teaohen are not employed under a formal, written oontract. Having a tormal oontract with the teaohen, while highly 11 Aot ot Deoember 6, 1972, P.L. 1339, 53, 1 Pa. C.S.A. 51921(0)(3), (4) (1994 Supp.). 17 Web.ter'. New Third International Dictionary 743 (1963). -6- PYS51Q 1994-'00606 Cumberl, ""ld County ProthonotarY'1I Or'ice Page vil CItIlO InquIry PETI'1'ION 1 f'i 1 ad. , I , . , . , . :IIO!{U Judge AII81 gned I Judgment I OLER J WESLEY JR .00 Super lor. Co EXElcut!on Date Sat/DlIl/Gntd. , Jury '1'r1al. . . . 0/00/00 0/00/00 ..........................~......................~~~.~.....~~~...~.............. General Index Attorney Info fA~ENTS FOR QUAI,ITY EDUCA'l'ION PETI'l'IONER MCDERMO'r'\' ARTHUR T Ail ~R~~~EnE~R~R~NK ~ ~1~I8~~! ~gB~~~8~~ ~~~nH~ ~ Ai E ~~I~~EY ~ SR ~ ~IH8g~R ~~g~~ 8~~ ~~i"H~ T ~R IH~ I~lfty H ~ tI~18N~iR MgD~~ 8~~ ~~T"~I ~ i RJ~ ~RftES E ~ n~li~~ ~ggll 8fT ~~f~ t OE JO N W PETITI MCD OTT ART T o R TH PETITI MCD OTT ART T ~ ~~TDlr.~LOMJR ~~~~8ti ~i1 ~~8 ~ ~~~~ 0 ~ B ERALo E RESPONoAftT FLOW R AMES 0 R ... .~............~~......~......~.........~....~~.......~.......~.............. · Date Entr1ell . ...................~...................~........~~......~....................... 02/09/94 PETIT~ON FOR REMOVAL OF SCHOOL DIRECTORS OF CARLISI,E AREA SCHOOL !j~TR CT ILED J WESLEY OLER JR J ~~llt~llli fI INARY OBJECTION IN THE NATURE OF A DEMURRER I ~C eE FOR LISTING CASE FOR ARGUMEN'1' I ~ Sph?aNIIN8.'oR~~~ICfN HE I RESPONDENTS PRELIMINARY OB,JECTION - BY JUDGE J WESLEY OLER JR .............*...~.*......~*.....*.......~.~.................................... · Escrow Informat~on . · Fees Debits Be Ba 1 P mtll/ Ad End Bal . .......t........................i........~...... ............................... i~~TO~~~~fITION ~~~ItION JJ~ 3t~~ ~n 45,50 45,50 .00 ................................................................................ · End of Calla Information . ......*.........................................~............................... TRUE COpy PROM m:CORD In Testimony Wiwrool, IlllIrlllUlW 'lllf ~ MId ond the seral (If 'A'l1(j GI)UIt at C.uliee, PI, ~III I II..- d /' !jf!'" ;,8 _._ _ a}' 1i',...'4.~, 1 ~ ,;~r 1.1, )r{L~t!..I..-,- ..({t""{~ ' Prolhorlolllry , ,-...., the .chool boa~d.~ The Petition .tate. that it il filed unde~ the authority of Section 318 of the Public School Code, and .eok. ~emoval of Rupundent. "for their rllfuld or n.glec:lt to perform their mandatory duty to c:lontnct with profe..iond .mploye.. (to wit, t04chen) .... "I I'etitionen anert that Relpondent. have not complied with Section 1106 of the Public School Cod. becaulle Re.pondent. have tailod "to employ the nece..ary profe..ional employeel to keep the public .chooll open in the Carli de Area School Dietdct... In thie regard, Petitioner. aver that a. of Augult, 1992, the contract between Carlhle Area School Dietrict and itl teacher. expired, and that no new contract hat been entered into.' p.titioner. allege that the rea. on that no new contract hat been entered into i. that bad-faith negotiating tactic. have been utilized by the Poard.1 However, "tha Petitioner. concede that the teacher. are 'working' Petition, paragraphs 11-13. I Petition, introductory .tatementl aee Act of Harch 10, 1949, p.L. 30, 5318, as amended, 24 p.S. 53-318. · Petition, paragraph 141 .ee Act of Harch 10, 1949, P.L. 30, 51106, as amended, 24 1'.8. 511-1106. , Petition, paragraph 16. Although pre.. report. indicate that an agreement ha. been reached with re.pect to a new contract lince oral argument wae held in this matter, nothing to thi. effect hat been filed of record and neither coun.el hat filed. .ugge.tion of mootne... I Petition, paragraph. 19-21, 24-25. -2- I' and the Ichools are currently open . . . . ", Reepondent. filed a preliminary objeotion to the petition for removal. The preliminary objeotion Itatee the following. petitionere fail to eet forth a caule of action. petitionerl alltert two erroneous realonl that the ReBpondents have negleoted th.ir duty I (11 That the R.lpondent. have a mandatory duty to oontraot with the labor union, regardle.. of term., when no .uoh duty exi.t., and (21 That the Re.pondent. have breached a duty to emfloy teaoher. a. .et forth in Sohoo Code 51106, when the Petition and exhibit ~ke ol,ear that all m.lllben of the labor orqanization, CABA, ~ employee. of the Sohool Di.triat. In .upport of the demurrer, Re.pondent. oontend that the duty impo..d upon them by .tatute 11 an obligation to employ rather than a re.ponlibility to contraot.' They ~intain further that they have not broaohed their duty to employ, beoauBe the individual teaoher. are employed .10 Statement of Law With reepeot to Reepondentl' demurrer to the petition for removal, oertain point. of law are pertinent. Fir.t, as to a , plaintiff' I Brief in Relponse to Defendant' I Preliminary Objeotionl, at 19. I Reapondentl' Preliminary Objeotion in the Nature of a Demurrer (empha.il in original) . , at !S. Re.pondent.' Brief on Ita Demurrer to Plaintiff.' Petition, 10 at !S. Re.pondent.' Brief qn It. Demurrer to Plaintifh' Petition, -3- '.'. ('< d.murnr in general, it h well ..ttled in Pennsylvania that · [t J h. qu..tion pre.ent.d by a demurrer i. whether, on the facts averr.d, the law ..y. with certainty that no tllcovery it po.sible ...." ScupJ.ttJ. v. "eborg, 530 Pa. 366, 369, 609 A.2d 147, 148 (1992). Second, Section 318 of the School Code provide. a. followlI If the board of .chool dir.ector. in any di.trict ... rdu.e or neglect to perform any duty impo..d upon it br !'ihe provhione of thb aat relating to echoo dietricte ... any t.n reddent taxpayen in the dietrict ... III&Y pre.ent th.ir p.tition in writing, verifi.d by the oath or affirmation of at l.a.t three .uah r.eident taxpayer. ... to the court of COlllDlon pl.a. of the county in which .uch di.trict i. located, .etting forth the fact. of .uch refu..l or neglect of duty on the part of .uch .chool directon.... If the court .hall be of the opinion that any duty impoeed on the board of .chool directon, which h by the providon. of thie act IlIAd. IllAndatory upon th.m to perform, ha. not been donlt or hu b..n n.glect.d by th.m, the court .hall have power to remove the board ... and appoint for the unexpired term. other qualified penon. in th.ir .t.ad, .ubj.ct to the provieionl of thi. act .11 Third, Section 1106 of the Public School Code .tatee the duty that 1. the .ubject of the pres.nt dhpute I "The board of .chool directore in ev.ry .chool dhtrict .hall employ the n.c....ry qualified prof..eional employee, .ubstitutee and temporary profe..ional employ.. to keep the public echoot. open in their r'.pectiv. districts in complianc. with the providon. of thie II Act of Maroh 10, 1949, P.L. 30, 5318, II amend.d, 24 p... 53-318. -4- (\ a<lt.-" In thi. regard, it hlle b.en noted that" the underlying purpo.e of the Sohool Code i. to aid the <lhildren of the Commonwealth to obtain a better education. The .eparate .eotion. of th. <lode all derive their in.pJ.ration frolD thh .our<le. Though containing individual polici.. in thelD181v8l, each i. .ubordinate to thil cardinal purpo.... Hornell v. Ht. Cllrmel 2Wp. Soh. DJ..t., 23 Northumberland L.J. 90, 94, .tt'd .uh nom., Hornell v. Kline, 368 Pa. 173, 81 A.2d 542 (1951). Fourth, .everal rule. of .tatutory con.truation are of a..htance herein. "(T]he object of all interpretation and con.truction of .tatutelJ h to a.certain and effectuate the intention of the General Al8embly." u .When the word. of a .tatute are clear and free from all ambiguity, the letter of it h not to be dhugarded under the pretext of punuing it. epirie."u "Words and phraee. [are to] be con.trued ... according to their oOll1ll\on and approved u14ge .....n "When the word. of a atatute are not explicit, the intention of the General A..embly may b~ ascertained by considering, among other matterll II Aot of March 10, 1949, P.L. 30, 51106, liB amended, 24 P.S. 511-1106. u Act of December 6, 1972, P.L. 1339, 53, 1 Pa. C.S.A. 51921(a) (1994 Supp.). It Act of December 6, 1972, P.L. 1339, 53, 1 Pa. e.S.A. 11921(b) (1994 Supp.). II Act of December 6, 1972, P.L. 1339, 53, 1 Pa. e.S.A. 51903(a) (1994 Supp.). -5- .....,. f""'\ (3) The mi.chief to be remedied. (4) The object to be obtained. ,,16 rifth, it ha. been held that "[al written contract ... [i.) not ... di.po.itive of the i.sue of an employee" .tatu.." Pl.tko v. Laurel Highl.nd, Soh. Di.t., 49 Pa. Commw. 210, 214-215, 410 A.2d 960, 963 (1980). Apc1ic4tion of Law to Facta An app1ioation of the foregoing point. of law to the fact. of the pre.ent ca.e lead. to a oonclusion that Petitioner.' petition for removal of R8Ipondent. from office .hould not be qranted. Fir.t, the cOllllllon meaning of the word "employ" i. a. follow" .provide with a job that pay. wages or a ulery .... "II Sino" one can provide another with a job that pays wage. or a .alary without the exi.tence of a formal, written contractual agreement, it would .eem that in cOllllllon u.age one oan "employ. even though there i. no formal contract governing that eniployment. Seoond, the mischief to be remedied by the act can be ameliorated even though no contractual agreem~nt i. pre.ent. The publio .chools in the Carli.le Area School Oi.trict have been kept open in the ab.ence of a formal oontraot. Third, tho objeot to be obtained by the aot can be achieved even if the teach.re are not employed under a formal, written contraot. Ravinq a formal oontract with the teaoher., while highly .. Act of Oecember 6, 1972, P.L. 1339, 53, 1 Pa. C.S.A. 11921(0)(31, (4) (1994 Supp.). II Web.ter" New Third International Oictionary 743 (1963). -6- . IN ~ COMHONWEAurH COURT OF PE~YLVANIA NOTICE OF DOCIC:ETING APPEAl. Docket NOI 1956 C.D. 1994 riled Dlltel 08/09/94 Rei PARENTS FOR QUALITY ED.ETAL VBARNHART ETA~ Low.r Court No.1 606CIV 1994 A Notic. ot Appeal a aopy ot whiah ia enoloaeei, from IIn order of your oourt ha. b.en dock.t.d in the Commonw.alth Court ot P.nnaylvania. The dock.t numb.r in the Commonwealth Court ia .ndaraed on thia notio.. The Commonw.alth Court dock.t numb.r muat b. on all oorr..pond.nc. and docum.nta tiled with the Court. Under Chapter 19 ot the P.nnaylvania Rul.. of Appellat. proo.dur., the Notio. of Appeal hae the .tteat ot direotinq the Court to tran.mit the oertiti.d r.cord in the matter to the Prothonotary of the Commonwealth Court. The oompl.te relJol'd inaJ.ucHnq the opinion of the trial jUdqe, ahould be forwarded to the Commonwelllth Court within forty (401 day. ot the dllte ot tilinq ot the Notia. ot Appeal. Do not tranamit a partial reoord. ~a. R.A.P. 1931 to 1933 provide. the atandarde for preparation, oertitication and tran.mi.aion of the record. The aadre.. to which the Court i. to transmit the record ia set torth on paqe 2 of thi. notice. NOTICE TO COUNSEL A oopy ot thi. notice i. beinq s.nt to all partiea or counsel indicated on the proot of aerviae accompanyinq the Notiae ot Appeal. Th. app.arano. of all ooun.el has been entered on the reoord in the Commonwealth Court. Coun.el haa thirty (30) daya from the date ot filinq of the Notice at Appeal to tile a praecipe to withdraw their app.aranoe purauant to PR. R.A.P. 907(b). App.llant or Appellant's attorner ahould review the record ot the trial court, in ord.r to inaure that t is oomplete pr,ior to aertifioation to th1a Court. (Notel A oopy ot the 20nin9 ordinanae muat aocompany r.corda in Zoninq Appeal oases). Th. addr..... to whioh you are to tranamit documents to this Court are aet forth on Paql 2 of thia Notic.. It you have .p.eial ne.da, please oontact thia court in writinq aa .oon aa poaaibl.. Low.r Court Judqel Honorable J. Wesley Oler Jr. Attorney. Arthur T. McDermott Esq. Attorney I Jam.a Plow.r Notioll Exit I 08/19/94 Prothonotary ,,,, t: ".t r'"' I ~ , 1'/'.:;"" , . ,tll , ~ \:.'\ >',' -;.>>; it. , '-, "'r' . " . I I................ . SS" "....., ,..... Addre.. alJ vritte. communication. tOI Ottice ot the Prothonotary Commonwealth Court ot penn.ylvania P. O. Box 11730 Harri.burq, PA 17108 filin91 may be made in per,oD at the tollowin9 addre.. (exolpt on Saturday., Sunday. and le911 Holiday. ob.ervd by Penn.ylvania court.) between 9100 a.m. and 4100 p.m. Ottic. ot the Chief Clerk Commonwealth Court ot penn.ylvania Room 624 Sixth Floor South Office Buildin9 Harri.burq, PA 17120 Pleadinq. and limilar p"pers (but not paperbook. or certiUed record.) may al.o be tiled iD per,oD oDly atl Oftice of the Prothonotary Commonwealth Court of Pennlylvania riUnq otfice suite 990 The Widener Buildinq One South Penn Square Philadelphia, PA 19107 (215) 560-5742 The hour. of the Philadelphia rilinq ottice are 9100 a.m. to 4100 p.m. Under PA, R.A.P. ~702, writs or oth.r proce.. i..uinq out of commonwealth Court .hall exi.t only trom the Harrisburq Oftice .hall be returnable thereto. the and I. ,f' , " '. ,II ."1 m7"~""'~""~~~~ f 'I Hi,." \ ""'\-':' 'r\r~...c-rrl~.LI.. _" 1'""\ .' ." PIIIJ"'IIlP'- " '..0. 10. ,... ;, , C.u,lf, "'~I..",. 170t3.()2A6 ' (717) 7.43.7107' T.laru W-9766 ...... - PARlNTS rOR QUALITY IDUCA'1'ION, INC. a. rrank lichelber;e~, Henry W. Treffinger,and LuAnn Wagnu, Ridgley It. Snyder, Sr., Cynthia P. Varner, Hilary H. Albright, John P. Durnin, Charle. B. Swi.her, John W. Pittenger, and Ruth B. Ronnan, PlaintUh v.. Earl N. Barnhart, DAle O. Hart..ll, Jr., and Gerald .. .by, Defendant ',. . t'..... ~ "'rr~"'l' :.I, .' " "~1'~ ' I ' I I I I I I I I I I I I t I I I I IN THE COURT or COKMON PLIAS or CUMBERLAND COUNTY, PENNl VANIA (~ CIVIL ACTION - LAW 11c;u ef) 01 NO. SOS CIVIL 1994 I . ~;s t,....~ NOTIC. or APPIAL ,.. ~~ ,.. - . . -- . L.rl COMB NOW, PldnUff, Puente for Quality Education, by and through their .tto~ney., Arthur T. McDermott And Aalociatee, by Arthur T. McDermott, .Iquire, and hereby appeal to the Commonwealth Court of Pennlylvania from the Order entered in thi. matter on the lIth day of July, 1994, dilmiuinq PlaintUf.' Petition. Re.pectfully lubmitted, ARTHUR T. MCDERMOTT' ASSOCIATES ~tll;;-T~ .Iqu)re 50 Baet Hiqh Street Carlillet PA 17013 (717) 243-7807 TRUE COpy FROM RGCORO In TeSllrnony wheroof, I ~(O urri$ '.r.1 my hCl~ If\d tilt ~lloll 01 G.:l:d GOHlt at r.;1rll~!:I, h, This </ ~-lWf of ~ 19 'IV L'-' a. &-. i A+~, Prothonotary S7 , ' ~ ,-.. AU9U.t 1IJ, lU4 .UDJICTI Numb.rl at Dooum.nt Copi.. TOI All Admini.trative Per.onn'l FROM I Clerk((l.~ C.R. Ho.tutllr, D.puty ProthonotarY/Chi.t IlCper1ena. ha. proV.n that wa are ucaivinlllDore copi.. of. docum.nt, than Ir. nec".~ry. Ther.tor., in the tuture w. will accept the tollowinlll Q.lIalNJ.t I.Im ONI con Motion tor IlCten.ion (2nd - $10., 3rd' ,ube.quent _ '25) Pra.aip.e Motion to Di.mi"/Quaeh Motion tor Superued.ae pralilDinarr Obj.ctione All Pr'-Tr al Motion. ORIalNAt I.Im no caput Petition tor Revi.w - $55. Petition tor Permi..ion to ApPaal _ $55. (C.D.I) Petition tor Revi.w or App.al. Huna Pro ~unc - SS5. 13U(b) Petition tor Revi.w _ $55. Petition tor Reconeid.ration at Sin'lle JUdge Ord.r. - Original Juri.diction _ $15. IxcepUone QUalNAto I.Im .UTIlIlN ClOPIIlI Petition tor Reconsideration at Sin9l. JUd91 Ord.r. - Appellat. Juri'diotion _ $15. Motion t? Publi.r Opinion Petition tor Reargument En Bane _ $15. ..nT.IlN 00.12, Briat. Memoranda of Law alORT COPra ReprOduc.d R,cord. 'I . r -"~""""'., " ' - ; i II i.~~s ~ ~ ~~'E~ ~ !~iB~ i B!~~~ i' ~~5!ir. p.~ , " , ,i' ,/ , ' "I I , I , , .--- == f I , ~ i~ J- iU I~ t:: ~ ~ ~~ ~I I; '00 ~ ~ ~~ , , " .J I , , I j ;.1 I "I I I ,"I, .., ~ ... I:: ~~~~~; ~~!I ~~~f-tn:> ~ '>- ~~~i~1 !~U ~~i~~~ o~o~ o~5 =~ ~~~~ Ii ~ :~:~ .!i___ ,J. 'I I; ,I' ; , , I I I , I. ' I I I ' ~, , , ""-" . '. 'I, I , 'I I I , I ;I I , I , I' 'I , ' I I I I . ~ , "-' ( ,<., ,-;/r MAY 11 l~r , , .:\..,II~~~I'W\P..,...,.rt ~ ~ Speclflcelly, Petltlonere essert that Respondents have not complied with Section 1108 of the School COde2; that Section 318 of the School Code authorlzee removal of school director. It they refuse to perform any mandated duty Imposed upon them by the School Code; that the labor contrect with the Carlisle Education Association has expired and no new contract has been entered Into, and that hence Section 1106 of the School Code has been violated, The Petition asserts mattere Involved In School District labor negotiations, which ere co~sequently not germane to the prayer of the Petition, being exclusively within the jurisdiction of the Pennsylvania Labor Relations Board.3 The essence of the Petition Is set forth In Paragraph 30 as follows: "School directors have the mandated duty to employ professionals to teach the students. Failure to contract with the teachers constitutes non- feasance In regards to this mandatory duty, and Is grounds for removal, " The gravamen of the Petition Is that the SchOOl Board has not entered Into a contract with Ihelabor union repres13ntlng Its employees, rogardless of whether the Union's terms lire reesonablo, The Petition, In 8ffect, seeks to remove the members of the negotiating committee from the School Board, on the grounds that they have not given In to the Union's demands. 'I 24 PIS. 11-1106 . "The board of school directors In evcry school district shall employ the necessary qualified professional employees, substitutes and temporary professional employees to keep the public schools open In their respective districts In compliance with Ihe provisions of Ihls ael,' I Section 1301, 43 P.S. 1101.1301 . "The board i4 empowered, III hereinafter provided, to prevent any pcrso~ from enRaging In any unfair practice ", This power shall be exclusive ",' 2 "\,,,II~~IIooI~,", ~ . "'" "doel not oompel eIther party to sgre. to a proposal or requIre the makIng of a concessIon," Not only doee the School Board not have a duty to agrfJe tu a specific: propos a' or to make conclIlslons, th.y have a duty on behalf of the t8l<payerl and the School DI8trlct al a whole to negotiate a r.asonable contract, so that the District can remain 80lvent and continue to be cepoble of achieving It I funcllon, providing education for the pupils In the District. To find In favor of Petitioners would be to promote 8n absurd result. It would be tantamount to telling the members of the negotiating committee that unless they accepled the proposed contract terml of the union, regardless of how unreasoneble they were, they would be deemed to be failing to perform their duties, and could be removed from office. B, PETITIONERS ASSERT THE RESPONDENTS FAiLr;D TO MEET THE OBLIGATION OF THE SCHOOL BOARD TO EMPLOY INDIVIDUAL TEACHERS TO INSTRUCT AS SET FORTH IN SCHOOL CODE SECTION 1108 The membere of the union, Carlisle Area Educallon Association, Ir. employees of the School District. Were they not, the School District would have no duty to bargain with It', Each of thoee employees hive b..n employed pursuant to Section 1106 of the School Code. Section 1108 has no bearing on any contract between the Union end the School District. 6 43 P.S. 1101.606 . 'Representative. .elected by public employees III I unit appropriate ror collective bargaining purposes shall be the exclu.lve repre5enllltlve or ;\11 the empltlyeelln such unit to bargain on wages, hours, terms and eondltlonl or employment ,.." 4 63 t*'\ r- PARENTI POR QUALITY EDl'JCATION, INC., G. pr.nk Elohelberger, Henry W. Trefllnger, and LuAnn Wagner, Rldgl.y K. 'nyd.r, 'r., Cynthl. P. Varner, Hilary H. Albright, John P. Durnin, Chlrl.,.. 8wllher, John W. Pittenger, Ind Ruth B. Ronnln, Petltlon,r, IN THI COURT OF COMMON PLEAI OP CUMBERLAND COUNTY, PENN8VLVANIA CIVIL. ACTION. LAW v. NO. eoe CIVIL 1884 PETITION FOR REMOVAL OF 8CHOOL DIRECTOR8 OF CARLISLe AREA SCHOOL DI8TRICT EARL M. BARNHART, DALE O. HARTZELL, JR. .nd GERALD I. IBV, "..pond.nt. WIJ.fJC~ AND now, this 11th _ day of May ,1994, I, James D, Flower, Esquire, of the law firm of FLOWER, MORGENTHAL, FLOWER & LINDSAY Attorneys, hereby certify that I served the within Brief this day by depositing same In the United States Mall, First Class, Postage Prepaid, In Carllele, Pennsylvania, addressed to: ARTHUR T. McDEiRMOrr, I.qulr. 50 East High Street p, 0, Box 246 C8rllsle, PA 17013 FLOWER, MORQENTHAL. FLOWER 1& LINDSAY AttorneYI for Rllpondentl , By- limes 0, Flower, Esquire If 06272 1 1 Ellat High Street CerUlle, Pennlylvllnlll 17013 (717) 243.!l!l 1 3 . 1""'\ (' \ /",.. , , i ' / MAY 20 199. JA.. . PARENTS 'OR QUALITY IlDUCATION, INC. G. 'rank Eichelberger, Henry W. Treffinger,and LuAnn Wagner, Ridgley K, Snyder, Sr., Cynthia P. Varner, Hilary H. Albright, John f. Durnin, Charles E. Swisher, John W. Pittenger, and Ruth B. Ronnan, Petitionerll IN THE COURT OF COMMON PLEAS 0' CUMIU:RLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW . vs. NO. ,;,,' CIVIL 1994 . Earl M. Barnhart, Dale O. Hartzell, Jr., and Gerald E. Eby, Respondents ,I. " 'I: I. \ " PLAINTIFF'S BRIar IN RlSPONSI '1'0 DI'INDAHT'S PRlLIKIHARY OallCTIONS " I ,\ . 'I' . I', .! ~. . . , ARTHUR T. MCDERMOTT' ASSOCIATES Arthur T. McDermott, Esquire 50 East High Street Carlisle, fA 17013 (717) 243-7807 , II " . I !: ~ ,..., PARBN'l'S rOlt QUAI.ITY BDUCATION, INC. G. Frank Eichelberger, Henry W. Treffinger,and LuAnn Wagner, Ridgley K. Snyder, Sr., Cynthia P. Varner, Hilary H, Albright, John P. Durnin, Charles E. Sw1ahor, John W. Pittenger, And ~uth B. Ronnan, Petitioners IN THE COURT OF COMMON P~EAS or CUMBERLANO COUNTY, PENNSYLVANIA CIVIL ACTION - LAW vs. NO. I' (. CIVIL 1994 Earl H. Barnhart, Dale O. Hartlell, Jr., and Gerald E. Eby, Respondontl PBTITION 'OR RBKOVAL 0' SCHOOL DIRlC'1'ORS or CARLISLE AREA SCHOOL DISTRICT I. 'ACTUAL BACJClROUND The Carlisle Area School tioard (hereinafter Board or Dbtr1ct) entered into a collective bargaining agreement (Contract) with the Carlisle Area Education Associati.on (hereinafter C~A or Association) in October, 1989. The contract expired on August 15, 1992. The members of C~^ (Teachers) have been working since the contract expired as professional employees of the School District. Prior to the expiration of the contract, both parties had appointed negotiating teams and had met to engage in negotiations for a successor collective bargaining agreement. During the course of those negotiations the Board engaged in a course of conduct which includod various actions determined by the Pennsylvania Labor Relations Board (PLRB) to be unfair labor practices, The events determined to constitute unfair labor practices included. 1 6&' . ,tII\ fAI . 1 ) On or about AU(Juut 24, 1992, the Chairperson Qf . the Carlisle Are" School Board Noqotiating Team caused to have published in ~he Se~tinol (a daily newspaper publi.hed in CorUsle) an "Open Lettea:' to Parents and the Conununity." (A copy of that material i. attached hereto as Attachment '1 and included herein by reference.) That "Open Letter" purported to reiterate the buic component. of an offer allegedly mftde by the District to the A..ociation. While portions of that offer summary were previously presented to the Association, other provisions plainly ~I! not presented to the representatives of the A8Iociation. SpeCifically, the District never included as part of any proposal to the AlIBociation "an informal agreement not to furlough teachers during the 1992-93 school year." The publication of this "offer" to the general public prior to its pr'Qsentation to the representatives of the Association was an attempt to bypa81 the exclusive representative and a violation of Section 1201 (a) (1) [43 P.S. Section 1101.1201(a)(1),J Likewise the publication of this "offer" immediately prior to the scheduled beginning Qf the 1992-93 school year WAS an effort by the District to attempt to influence the members of the bargaining unit with respect to collective bargaining and thereby circumvent the collective bargaining procellB, a violation of Section 1201 (a) (2) [43 P.S, Section 1102,1201(4) (2).) 2) During the course of negotiations, the Association at a bargAining session on June 17, 1992, indicated that it 2 . ~ 1"'\ dosired to initiat,') the U130 of tho lIarvices of the Btata mediator IIIIsi\}nod by th'J Pennsylvania Bureau of Mediation. The first session with the mediator present was condijcted on August 5, 1992, at which time tho Association pre.ented to the mediator and tho Board, 4 complete itemization of all topics that either party had introduced for neCjjotiation as of that date. At the followin\} mediation lession, on Auqult 27, 1992, the Board prennted a "new propolal" which liCjjnif1cantly increaled the number of topics to be addresled throuqh the ne\}otiation process, Iuues which neither party had previously proposed to negotiate were introduced by the Board as part of that proposal. The Board continued to purlue these newly introduced topics to impasse and Fact Findinq was ordered by the PLRB at Caso NO. ACT 88-92-13-B. The action of unilaterally placing additional items on the barqaininq table followin\} the initiation of the mediation was indicative of the Board's failure to meet their obligation to barqain J,n good faith and a violation of Section 1201 (a) (5) [43 P,S. Section 1102 .1201(a) (5).) 3) As part of the negotiation proce.s, the appropriate compensation to be paid to several newly cr~ated positions had been discussed. The positJ.ons of "Dean of Students," "Team Advisors," and "Head Teachors" were created by the Board prior to the beqinning of the 1992.93 8chool year. While both parties had made proposals concernlnCjj the 3 ~ r-- appropr iate compensation for each of these posi tion., no agreement had been reached concerning this issue. Boginning with the first pay of the new school year, on or about August 28, 199J, the District bogan to unilaterally implement their oUer concernint) tho rate of compensation for th~lle positions. That unilateral act by the District is in violation of Section 1201 (a) (5) [43 P.S. Section 1102.1201(0)(5).) . On December 23, 1992 the CA.EA filed chargos with the PLRB that the above actions conlltituted unfair labor practices in violation of Sections 1201(a)(1), 1201(a)(2) and 1201(a)(5) of the Public Employee Rellltions Act (fERA), 43 f.S. Sections 1101.1201(a) et seQ. Those sections provided as fol10wsI S~ation 1201. a) Public Employers, their agents or representatives are prohibited f.roml 1) Interfering, restraining or coercing emplorees in the exercise of the rights guaranteed in Artic e IV of this Act. 2) Dominating or interfering with the formation, existence or administration of any employee organization. . . " " '. 5) Refusing to bargain collectively in good faith with on emploree representative which is the exclusive representat ve of employees in an appropriate unit, including but not limited to the discussJ.nq of grievances with the exclusive representative. On February 3, 1993 the first of two hearings on the charqes was held. A second hearing was held on February 22, 1993. '. Briefs were filed on April 27, 1993 by CAEA and on April 29, 1993 by the Board. 4 ~ 1""1 The hearing ~xaminer, on tho basia of the hearing, testimony , and ltxhibltll and from all otllar mattQrB and documents of record, made the following findings of factI 1. That the Diltrict is a public employer with its principal place of business located at 623 West Penn Street, Carlille, Pennlylvania 17013. 2. That the .....ociation is an employe orqanization with its principal place of business located at 31 East Kain Street, New RingltoWll, Pennlylvania 17072, 3. That the "'uociat1rm is the Board-certified exclulivlt representative of a bargaining unit comprised of certain profe.lional employes of the Diltrict. (Joint Exhibit 1)' 4. That on October 19, 1989, the parties entered into a collective bal'gaining agreement with a torm to ...ugust 15, 1992. In Article II, Section K of that aqreemltnt, the pal.tiell agued that "TillS COLLECTIVE BARGAINING "'GREEMENT SHALL NOT BE MODIFIED IN WIIOLE OR IN PART EXCEPT 8Y INSTRUMENT, IN WRITING, DULY EXECUTED BY BOTH PARTIES." In Article III, Section C of that Agreement, the partiel agreed to "extra pay" of $1,054 for working u a "TEAM LEADER- MIDDLE SCHOOL" for tho 1991-92 Ichool year. (Joint Exhibit 1) I 5. That on September 19, 1991, tho parti,os entered into a wr1ttQII memorandum of understandinq sotting forth the lalariea to bl paid for working in several newly created pOlitionl of head teacher, (N.T. I 63, Association Exhibit 11)' '. 6. '\'hat by letter dated January 6, 1992, tho Distri,ct informed the Allociation 4S followsl .. ,.. .Pleale be informed that Dr. Earl Barnhart will be lervinq al the chief neqotiator for the Board and that Mr. Wos Jamel will be the diltrict contact person. ...11 communicationl related to negotiations Ihould be directed to Mr. Jamel. In the event of an emergency if Mr, Jame. is not available, please foel froe to contact Dr. Barnhart. We requost that you refrain from . .--- I No PLRO Exhibitl are included with this Brief. 5 . . ~ ".... . contaoting any other personnel concerning nllgQtiations." board membere or diQtr1ct any 1teml rolated to (Joint Exhibit 3) 7. That on January 30, 1992, the partiel held their firat bargAining lellll10n for a lucceuor collective bargaining Agreement. The Association presented a written l~~page proposal to add provisions to or change certain provisions of the parties' 1989-92 agreement. One proposed addition Wll8 for a sick leave bank. ,,"oth~r. proposed addition relAted to reductions in force as folloWl1 "Reductions acoount of alteration or of Ichools. in force shall be effeoted lolely on a substantial decline in enrollment, curtailment of program, or consolidation ",or purpoles of this section, 'Reduction in Force' means a reduction in the number of regular full~time positione in the bargaining unit, a corresponding inorease in regular part-time positions with no ohange in the number of regular full~time positions, or a reduction in hours of work a8l.tgned to an employee (demotion) . "The employer Ihall furniBh the AuooJ,ation with all information, including copies of pertinent dooumentl, u..d in making determinations relevant to reduotion in foX'ce. "When reduction in force is balled upon a substantial decline in enrollment, the percentage by which the work force is reduced Ihall not exceed the percentage of decline in enrollment. "Suspensions shall not be effected unless and until the work force has been realigned. In the event of suspension, any person identified for suspension shall be realigned into any fOlition which he/she is certififld to hold, A l realignmentl shall b. accomplished in suoh a manlier as to sUlpend the leut lenior employee. "Provided further that an employee identified for suspension shall be retained in his/her position if more ulnior employees, not themselves identified for luspension, can be realigned into areas for which they are c~rtified. This seotion only goes into ~ffect if all straight line options have been exhausted." 6 . """ 1""". . Thu m""t1n~ undud whon thQ 01utrict indicated timo t<., rllv10w t.hll ASlIociation'fj propoeal. 71, 11 !}I ^l.llloc1ath~n Exhib1t 1) 0, That 1n i~bruary 1992 Dr. Gerald Fowler, who had bUlIn oUurud thu pOllition of 8uper.lntendent for the Ohtrie!:., informed the pruidont of thfJ Aesociation (Aaron Hurwitz) of an administrative reorganilll1tion he had in mind for tho 1~92-1993 8chool yoar. During .evoral di8cu81ion8 butwollln thorn in that regard, Dr. Fowlor indicated that a8 part of that roorganization he wanted to create the bug4in.l.ng unit p08ition of delln of .tudenta at an annual ulary of $1500. Whon Dr. Fowler aho indicated that 48 part of that reorganization he want.d to r.cr.at. the barg41ning unit poBition of toam lead.r which had be.n .liminated in th. palt but was conc.rnod that the Diltrict'. board of directorl would not do 10 becau.. of it. co.t, Hr. Hurwitz referred him to the AuocJ.ation'8 chief negotiator (Micheel ~ulik08ky), who had boen a team leader in the pa8t. Dr. rowler and Hr. Kulikosky then di3cuI.ed recreating team l.ad..... a8 team advisers at a r.duced u14ry of $800. During h1s diBcu..ions with Mr. Hurwitz and Hr. Kulikolky, Dr. rowler indicated to ono of them that he would like to ke.p the creation of the dean of 8tudent8 and team l.ader politionl at thOle l414riea out of the negotiation8 for a SUCC.S80r collective bargaining agreement. Wh.n h. did not h..... an obj.ction, Dr. Fowler understood that h. had an agre.ment with the AS80ciation not to make the .alarie. for tho.. pOlitionl part at. those nogotiation8. Dr. Fowl.r a180 und.....tood, bued on a commont by Mr. Hurwitz, that the 8alariel for thou positions ultimately would have to be bargained. (N,T,! 94-100, 102-108, 122-127, 129, 131-133) 9. That on March 16, 1992, the partie8 held th.ir next bllrgllining s08llion. In advanco of the 8e..ion, the Diltrict prepared a 23-pago proposal for prelentation to the A810ciation. At the 8ession, Dr. Barnhart indicated that the District could rospond to the ABlooiation'l proposal of January 30, 1992, in one of three waYI, none of which was to itl liking, and alked if the A8sociation would be willing to limit the 8cope of its proposal. Tapping packages containing the Distriot's proposal, Dr. Barnhart allo laid that tho District haeS a lengthy propolt\L of itl own. Dr. Barnhart did not pre8ent t.he IHstrict' 8 proposal to the Allociation at that time. (N.T. I 2~-28, 72-77, II 5-9, 24- 25, 30-31, 44-4~, 88-90, AS80ciation Exhibit 9) 10. That on March 31, 1992, the ASlociation'l pI.' lna ipal .poke.pe....on (Car 11n Wenc;.r) and Dr. Barnhart Met. Mr. Wenger said that if the District would be willing to con8ider a one-year collective bargaining agreement, the ""00 lation would be willing to limit the number of iuuell to be bargained. Included among tho.e limited issue8 were tho A8110ciation's sick leave bank and reduction in force 7 that it neoded (N.T. I 22-2~, . '. . . . . '. . I. I i"""I ,-, p/:'opolah. Dr, Barnhart undaratood Kr, WenCJor to uy that the Allociation would considor a ono, two, three-year term. Dr. Barnhart indicated that he neoded to CJot back to hil negotiating committee to dLscuBB Mr. Wenger'l proposal. Dr. Barnhart aho indicated that tho Diltrict had a lengthy propolal of itl o....n. Dr. Barnhart did not pre8llnt that propoul at that time, (N,T. I 19, 29-33, 60-151, 69, 72, 75-79/ II 31-34, 99-99/ Joint Exhibit 3, Allociation Exhibit 3/ Board Exhibit 3) 11. That e)O May 4, 1992, the parties held their next bargaining lellion. In advance of the lellion, Dr. Barnhart prepared notes for the preeentation of four proposition. to the Alsociation. He wrote under proposition 2 "n2 lick" and "Reduction to force-no." He ....rote under propoll-lt:ion 3 "no .ick" and "no reduction in force." At the lellion, Dr. Barnhart indicated that he knew reduction in force was one area of concern to the Association and presented hi. four propo.itionl. The first propolition he presented was not relponding to the ASlociation'. January 30, 1992, propolal because of its length and cost. The lecond propolition he prelented ....as for a three-year collective bargaining agreemont with no lick leave bank and no reduction in force claule. The third proposition he presented wal for a three- year collective bargaining agreement with no lick leave bank and no reduction in force clause al propoled by the Aslociation. The fourth proposition he presented wal for a three-year collective bargaining agreement with 4 gentlemen'l agreement over the procedure for implementing a reduction in force. Dr. Barnhart indicated that any of the propositions would have to be accepted as presented. The Allociation asked the District to reduce proposition 4 in ....riting. (N.T. I 34-39, 56-57, 72, 79-90/ II 9-16, 34-39, 45-52, 75-78, 84, 96-88, 94-95, 97-98; Board Exhibits 1 and 4) . 12. That on May 18, 1992, the Asaociation received the District'l fourth proposition of May 4, 1992, in writing. The fourth propoaition was for a collective bargaining Agreement with a three-year term beginning on August 16, 1992, and included the followin9 re9arding reduction in force I "The employer ia willing to diacusa 41 a gentlemen' a agreement the proceaa, prooedures, and guidelines for reduction of force / not as part of the .:ontract." (N. T. I 36-37/ II 46; Association Exhibit 4) 13. That on June 17, 1992, the partiea held their next bargaining seasion. After they reviewed the District'l fourth propolition{ the Association preaented a written counterpropolal, the cover sheet of which provided aa followa I . 8 7S ~ I""" I "On January 30, 1992, the Carlisle Area Education Association presented to the Carlisle Area School District the formal collective bargaining proposals of the l\88oc iation. "Sublequent to tho submission of those proposals, the District indicated that it wao not deoiroull of negotiating based upon all the factors included in that propo.al. In response to that position taken by the District, the Association advised the District that it W41 not wi11inq to formally withdraw complete sections of that initial barqaining propolal. "The ASElociation is, nevertheless, willing to pursue consideration of proposals more limited in scope while not abandoning ita formal podtion 41 presented in the package of January 30, 1992." The Association's counterproposal also Jndicated that it "noods to receive from the District a proposal identifying the new positions created 4B a consequence of the adminiltrative realignments." The District rejected the Aasociation's counterproposal. When Dr. Barnhart exprelled disappointment with the length of the Association'. counterproposal and indicated that the District had a lengthy proposal of its own, an argument ensued with Mr. Wenger over whether or not Dr. Barnhart had so indicated at their meetinq of Harch 31, 1992,1 Hr. Wenger sugqested that a mediator be called. (N.T. 40-44, 72, II 17-19, 101-102 A.lociation Exhibit 5, Board Exhibit 5) 14. That by memorandum dated July 22, 1992, the Association informed its membership of the status of negotiations. The memorandum did not montion that the District had presented a proposition for an aqreement with no reduction in force. (Board Exhibit 2) 15. That after reading the Association's memorandum Dr. Barnhart did not tell the A88ociation that it had misrepresented the status of negotiations, (N.T. II 69-71) 16. At the next meeting between the Associates and the District on August 5, 1992 a mediator was in attendance for the firlt time, Mr. Wenger gave the mediator a summary of the positions of both parties. The summary included all of the i88u81 the Association had placed on the table to that point ill time and all of the issues eet forth in the District'. fourth proposition. Dr. Barnhart indicated that if the ABlociation was going to keep all of its issues on 1 Hr. Wenger testified from memory that this argument occurred on August 5, 1992 (N.T. I 74-75). It has been found as fact that the argument occurred on June 17, 1992, because Hr. James' notos for that date reference that argument. (Board Exhibit 5) 9 . . ""'" ,- the table, then the District had other iasues that it was going to put on the table. Dr, Bllrnhart did not indicate what those iIIsues were. (N,T. I 43~47, 51, 61-62, 81, 83~ 84/ II 191 Association Exhibit 6) 17. That by letter dated August 20, 1992, the District informed the Association as follows 1 "Please be informed of the new positions currently being considered by the Board which are created as a consequence of administrative realignments. 1 , 2. 3. (12) . " (N.T. I 83, 89/ Association Exhibit 7) Lamberton and Wilson M.l,ddle School Deans (2) West Building Dean (1) Telllll AdviBoT.s fl,r each middle school telllll 18. That on August 24 1992, the advertisement appeared in the Carlisle Sentinell "As many of you may have heard, negotiations between the Carlisle Area Education Association and the Carlisle Area Board of Direotors have failed to produce a new collective bargaining agreement. During a period of severe economic conditions with many community members los~ng jobs and foregoing raises, and coming on the heols of the highest school tax increases in CarliBle history, the board negotiating te4lll is both puzzled and disappoJ.ntlld that the teachers' union has belln unwilling to seriously considllx' its offer of a threll parcent increase in salary and a cost Bharing arrangllmllnt for bllnllfits, which would result in up to eight pllrcent raislls for some teachllrB, along with an informal agrellment not to furlough tllachers during the 1992/93 Bchool year. following "Our disappointment is further underBcored by the union' B failure to recognize thll obvioUB and drlllllatic impact the most recent agrellment had on staffing, educational materials, and building maintenance and renovations proqrllllls. Most budqllt accounts were drained or frozen BO that funds could be redirected to covllr thll teachllr Balary increases, (All othllr salaries accounted for approximately nine percent of the total budget.) Dozens of positionB havlI blllln eliminatlld and many staff mllmbers havlI bllen furloughlld or demotlld. It has only belll\ within the laBt year that the administration has been able to free Bome fundB to purchase badly needed computer equipment to Bupport growing classroom dllmands and one important renovation project at the LeTort School. Yet, the only significant Bource of new revenulI continues to be tax increases. 10 ~ r-. . "We aro conunitt,ed to work toward a rU400nabla uttlement. We will direct tho administration to try to keep tho schools opon fully or partially as circumstancos dictate whilo nogotiations continue, With your continued lupport, we will arrive at a contract that reprosents tho bost options for teachers, children, and the conununity." The advertisoment WII placed by Dr. Barnhart a few days before the Itart of Ichool in keeping with a prior pledge by the DiBtriCt' s negotiating conunitt61>) to keep tha conununity informed of what was going on in negotiations. (N.T. I 55/ II 38-39, 43/ ASlociation Exhibit 10) 19. That. on August 27, 1992, the parties held their next bargaining 181000n. The DlItdct presented A 23-page propolal dated March 1992. The proposal was for a collective bargaining agreement with a three-year term beginning on the date of its execution. The proposal included changes to the partiell' 1989-1992 agreement as follows I a .pecific hourly rate of PAY in lieu of per diem pay for .wnmer work, the elJJn1.nation of re!mbunements to vocational instructors for college creditl earned beyond 24, An increase in the workday, limiting reimburlement for Attending profeslional meetings to thOle OccAlionl when attendance was required by the District and changing preparation periods from one per day to five per week. None of thOle proposed changes had been rai8ed by the District to that point in time. (N.'!', I 48-55, 58..60, 62-63/ II 19-21, 24, 39-42, 44-45, 75/ Association Exhibit 9) 20. That in September 1992 Mr, Kulikosky'l pay check included pay for work as a team advisor. (N.T. X 109) 21. That in Novlllmbal' 1992 Mr, Kulikolky informed the A..ochtion's bargaining conunittee that he was being paid for work as a team advisor. (N.T. I 110-111, 115) 22. That Mr. J(ulikosky was aware of the District's obligation to bargain the pay for work performed by members of the bargaining unit. (N.T. I 117) 23. That the parties are currently negotiating the 8alaries for the dean of student8 and teAlll adviser poo1tions, (N.T. II 64-67) The following significant incidents occurred subsequent to . . . the PLRB Fact Finding decis Lon of May 24, 1993. Carlisle Evening Sentinel articles). (Source - 11 ~ ,...., Kay 25, 1993 - CA~A asked the BOdrd to agree to non-blnding arbitration. Juno 4, 1993 - Tho Board indicated it would Appoal the count of tho PI.RB which tound it nogotiated in bad fllith, and the Board voted 8-0 against agreeing to non-bindinq arbitration. Juno 10, 1993 - The Board offered CAEA a "cafeteria plan" in which members ch\)oQe between an array of diffot'ence coverages, but the premium COllts of benefits would be capped at 85,000.00 per teacher. CAEA cut its salary demand for tho years 1993-94 and 1994- 95. August 19, 1993 signatures of 1600 district the negotiations. August 25, 1993 - The Board lowe~ its salary offer to teachers. Defendant Ba,mhart stated the reduction WIlS to presflrve benefits. The ABlJociation again asked the Board to agree to binding arbitration, The Poard t'eceived petitions with residents calling for settlement of August 26, 1993 - The Association members voted to adopt a .work-to-rule'" policy if the Board did not accept binding arbi tration. September 16, 1993 - The Board votes 8-0 against binding arbitration. September 24, 1993 - Members of the Association handed out leaflets (informational picketing) at Parent-Tacher Organization meetings. September 24, \993 The Association president (Aaron Hurwitz) offered to resign from the CAEA if Barnhart will resign from the Board, Barnhart turned down the offer and both men remained in their respective status. September 27, 1993 - The Carlisle Mayor called for "round- the-clock" bargaininq to resolve the dispute. Hurwitz raised practical concerns. Barnhart flatly rejected the idea. October 6, 1993 - CAEA reduced its salary proposal to an average increase for 1992-93, 1993-94 and 1994-95. October 21, 1993 - The Board rejected the proposal as "still being more than double our maximum proposal." October 27, 1993 - The PLRB upheld its earlier ruling that the Board had bargained in bad faith. · In "work-to-rule", the teachers do nothing beyond which is required by contracts. 12 ~ "..., HovOlllber: 18, 1993 - A petition was presented to the Board with signatures of one-halt of the students of Wilson Middle School asking for: settlement of the talks. Decembor 17, 1993 - Barnhart suggests thdt the Board may sue CAEA over work-to-rule to find out if. it reAlly constitutes a strike. DecOlllber 20, 1993 - The Board asks CAEA to drop work-to- rule. CAEA membeu again vote to authorize the leadenhip to call a Itrike. CAEA IIsks the Board to agree to binding 2! non- binding arbitration, otherwise the Itrike could begin III early as January 3, 1994. December 21, 1993 - CAEA votes to rescind work-to-rule. December 27, 1993 - THe Board votes 6-3 against arbitration. Three members favor: non-binding arbitration, but OppOIO binding. The Association asks for face to face negotiations before January 3, to avert a Itrike. Barnhart declines because Board members have plana for the holidays. December 30, 1993 - The Association announces it is on Itrike effective January 3. Hurwitz denounced the Board's . failure to agree to talks as a "delaying tactic". January 3, 1994 - progress. The strike unless the contract Arbi tra t ion. The Itrike begins. Talks aro held without is scheduled to end on January 24, 1994, is settled or the Board agrees to . January 6, 1994 - Several district residents organized a "public forum" on the contract talks. CAEA participated. The Board declined to be represented officially. January 11, 1994 - The AlUociation sent a proposal to the Board to end the strike if the Board would agree to non-binding arbitration. Barnhart laid the offer was not worth another vote by the Board. One of the other Board negotiating team members (E:bYl said the otter should be considered. The otter was not cons de red or voted on by the Board. A second public forum was Icheduled. . . . January 14, 1994 - The Board announced it would send no formal representative to the publiC forum, The Board Director of Finances released a full disclosure of current employee salaries to the Carlisle Area Taxpayers for Quality Education. This release was published as a full page advertiBement in the Evening Sentinel. . 13 . ~ I'*' . Janu4ry 15, 1994 - Tho School District Sup~rintendant expr~ss~d di8appointm~nt with the printing of tho salarios in tho S~ntin~l. The Board announced it would not participate at public forums. . 'ebruary 1, 1994 - Arbitration Board appointees were announced. Mr. Floyd Montgomery was nominated by the Association and Dr. Earl Barnhart was nominat~d by he Board. '~bruary 4, 1994 - Th~ Board submitted its best offer (which was the same offer submitted in the summer of 1993). Dr. Gerald Brandon was selected as the independent Arbitrator. Arbitration commenced. May 9, 1994 - The Report of tho Arbitration Board W41 preeented. Tho report was approved by the Association and reject.ed by the Board. May 10, 1994 - The Board delivered a new proposal to the Association. May 17, 1994 - The Board's new proposal was voted down by the CAEA members. If,4y 20, 1994 - As this Brief is submitted, there is no aqreement. . . II. P~HD~ HISTORY or THE CABH On February 9, 1994, Plaintiff's filed a Petition for the Removal of three named Directors for the Carlisle Area School District who constituted the Board's negotiating team. Respondents filed Preliminary Objections in the Nature of a Demurrer on February 10, 1994, and these Preliminary Objections were listed for argument on May 25, 1994. Briefs have been filed and this matter is ready for Arqument on that date. ill. IS!!UES PRESENTED A. SHOULD RESPONDeNT'S PReLIMINARY OBJECTION BE SUSTAINED? (Suggested Answer in the Negative). B. MAY MEMBERS OF THE CARLISLE AREA SCHOOL BOARD BE REMOVED FROM OFFICE FOR NEGOTIATING WITH THE ASSOCIATION IN BAD FAITH AND ENGAGING IN OTHER UNFAIR LABOR PRACTICES FRUSTRATING 14 ~ ,....., THE NEGOTIATIONS PROCESS AND CAUSING THE DIST/tICT' S SCHOOLS TO CX.OSE AND TIIUS BE INEFFICIEN'l't,'{ OPERATED? (SuggEl/Jted Answer in the Affirmative) C. ARE THE MEMBERS OF THe ASSOCIATION EMPLOYED WITHIN THB MEANING 0.' THE Pl}BLIC SCHOOL CODE OF 1949, WH2N TH2Y ARE IN FAC'!' NOT UNDER CONTRACT, AND THE Nri'GOTIATIONS TOWARD SAID CONTRACT ARB BEING CONDUCTED IN BAD FAITH BY THE SCHOOL DISTRICT NEGOTIATING TEAM? (Suggested Answer in the Negative) IV. ARGUMBH'l' A. SHOULD RESPONDENT'S PRELIMINARY OBJECTION BE SUSTAINBD? (Suggested Answer in the Negative) . It is well settled law in Pennsylvania that Defendants by their preliminary objections admit as true all facts which are averred in the Complaint, but not the pleader's conclusions of law. See e.g. Narehood v. Pearson, 374 Pa, 299, 302. When sustaining the preliminary objections will result in the denial of Plaintiff's clllim or a dismiual of Plaintiff's lIuit, a preliminary objection should be sustained only where the case is clear and free from doubt. London v. Xinqsley, 368 Pa, 109, Waldman v. Weinstein, 367 Pa. 587, Sevies v. Weinstein, 395 fa. 173. Under the above criteria, Petitioners believe that the averments in the Ctlmplaint (which are presumed admitted) show good cause for granting Petitioner's the relief requested. The Respondent's preliminary objections are not dispositive, clear or free from doubt. Therefore Respondent's preliminary Objections 15 g2. "'" ....... should be dismissed, and this case should proceed to trial on the merits. B. KAY MEMBERS OF THE CARLISLE AREA SCHOOL BOARD BE REMOVED FROM OFFICE FOR NEGOTIATING WITH THE ASSOCIATION IN BAD FAITH AND ENGAGING IN OTHER UN~AIR LABOR PRACTICES FRUSTRATING THE NEGOTIATIONS PROCESS AND CAUS INO THE DISTRICT'S SCHOOLS TO CLOSE AND THUS BE INEFFICIENTLY OPERATEO? (Suggested Answer in the Affirmative) Research on this subject indicates that this may be a case of first impression in Pennsylvania. There are several ca.es involving the removal of School Board directors, e.g. In Ret. Removal of School Directors of Jackson Township, 7 Lebanon 238, Marnell v. Mount Carmel Twp School District, 23 Northumb. LJ 90, Beahan v. Scranton School Dist 72 Lack. Jur. 107/ however, none of these cases are on point with the C4se at bar. The statutory law applicable to the case at bar is found at Section 318 of the School Code, which states in pertinent part as followlI "If the board of school directors in any district.. . (2) refuse or neglect to perform any duty imposed upon H. by the provi.ions of this act relating to school districts. . . , any ten resident taxpayers in the district...may present their or its petition in writing verified by the oath or affirmation of at leaet three such resident taxpayers... to the court of common pleas of the county in which district...is located, setting forth the facts of such refusal or neglect of duty on the part of such .chool director.. The Court shall grant a rule upon the school director., returnable in not leu than ten nor more than twenty days from the date of issue thereof, to .how cause why they .hould not be removed from office... ... If the facts set forth in the petitions, or any material part thereof is denied, the Court Ihall hear the several parties on such matters as are contained in 16 ~3 ~ '" the petition. If on luch hearing, or if when no an.wer is filed denying the facts let forth in the petition, the court shall be of tho opinion that any duty impo.ed on tho board of Bchool directors, which il by provilion of this act mado mandatory upon them to perform, has not been done or has been neglected by them. The court .hall have the power to remove the board, or .uch of itl number as in its opinion is proper, and appoint for the unexpired teX'llU' other qualified penons in their stead, .ubject to the provilion of this act. The court .hall impose the COlt of .uch proceeding upon the petitioners, or upon the school directorl, or upon the school diltrict, or may apportion the .4lIIe 4lIIong them as it .hall deem just and proper. Any perlon .0 removed from the ofUce of .chool director Ihall not be eligible again al Ichool director for the period of five (5) years thereafter. Section 1106 of the School Code reads in pertinent part as follows I 1106 Duty to employ "The board of school directors in every .chool dietrict ehall employ the necelsary qualified profenional employees, lubstitute. and temporary professional employees to keep the public .choole open in their respective districts in compliance with the provisions of this act....," Since the pl884ge of are Public Employes Relations Act (43 P.S. Section 1201.101 et seq.), employment of professional , . employees (e. q. teachers) has been qovlilrned by that act, and teacher contracts are arrived at thro\1gh the collective bargaininq pr.ocess between the Board and the Atlsociation. The . Board has consistently resisted the concept of collective barqaining and has intractably refused to negotiate in good faith and has been found by the PLRB to have enqaqed in unfair labol.' . practices. The Board's recalcitrance in the negotiating process has led to the currant eituation where the teachers are .tUl without a contract and have been 10, since Auqust 16, 1992. 17 ~ I""'. Petitioners believe and have stated in thoir Petition that the current intolerable situation is the result of the Boord negotiating team's tactics which constitutes bod fAith and unfair lobor practices. "Bad faith" 18 a mixed question of law and fact, and i. particularly su.ceptiable to determination by II court hearing. The Board argues in its Brief that the ~.ociation's terms are unreA80nable and that the Petitioners ..ek removal of the Re.pond.nts on the ground that the Respondent. have not "given in" to the Union'. demands. The Board', arqument hll been succinctly .tated that -- the Board has no mandatory duty to contract with the Aesociation "reqardlell of terms". That argument bege the questions. Obviously, the Board does not have a duty to bow to unreasonable demands, but they do have a duty to negotiate in good faith to resolve thl! diUerence. between the Boord'. position and the Association's position. The petitioners believe the Board hll failed in its duty to "negotiate" those differences in good faith, by refusing to consid.r any position other than their own. The Petitioners want to see that the negotiations process b. carried on by both sides in a responsible and good faith manner to achieve a re801ution of the difference8. Petitioner'8 believe th6t the member. of the Board's ne90tiatin9 team have demonstrated an unwillingnel8 to do 80, and that .uch demonstration of purpose endangers the education process in the Diltrict, and that the Re8pondents removal from the process will 8mooth the way for resolution. 18 8.S- . \, ~ ""'1 . That ilt for thilt Jlonorabla Court to decJ.de sublaquent to a heAring. C. ARE THE MEMBERS OF TilE ASSOCIATION EMP[,OYED WITHIN THE . MEANING OF THE PUBLIC SCHOOL CODE OF 1949, WJlEN THEY AR2 IN FACT NOT UNDER CONTRACT, 'AND THE NEGOTIATIONS TOWARD SAID CONTRACT AR2 BIING CONDUCTED IN BAD FAITH BY THE SCHOOL BOARD'S NEGOTIATING . T!AM7 (Suggelted Answer in the NegAtive) The Petitioner" reject the Ro.pondent'. polition that the JIl.llmben of. the ABlociation are .employad" within the meaning of , . the Public School Code, particularly if read in pari ~ate~ia with the Public Employe Relations Act (Iupra). The que.tion of whether the teachers are employed when they are not under , . c::ontract, and the term8 and conditions of the employment have not been agreed to is a queRtion for the Court to determine after hearing. The petiti'!nere concede that the teachers Are "working" . and the schools Are currently open, however until the collective bargAining procee8 is completed, the question is in doubt as to whether the current stAtus of the teachers i8 employment. That question i8 further clouded by the lack of good faith And fairness by the Re8pondents in the collective bargaining procesl. V. CON~J.lSIO" Respondent's Preliminary Objections should be denied. The Respondents .hould be removed frum office and replaced by the Court lince they have neglected to properly and fairly conduct collective bargaining negotiations with the representatives of the teachers, and the Respondents should be asselsed the costs of 19 """ "...., this litigation. The teachers, in their current dtuation, cannnot be considered to be "employed". VI. RILl" RlQUJ8TID The Petitioner. request the Court to remove the Re.pondentl from the Carli.l. Area School Di.trict Board of Director. and to r.plac. them with persons committed to re.olving the current .ituation through r..pon.J.ble negotiation. Th. Court i. requ..t.d to impo.. the co.ts of this litigation on the Re.pondents. Re.pectfully .ubmitted, ARTHUR T. MCDERMOTT . ASSOCXATIS C ./ .:;;;;;~ Arthur T. Mcl)ermott, I.quire 50 lalt High Street Carli.le! PA 17013 (717) 24J-7807 ~ I , " , 'I ,I I' 'I , , I I' I' ',I . , , 20 . . ot larl B.rnh.rt, Dale H.rtldl, .nd Gerald Iby (.chool elinctor.), .lle9in9 th.t the .chool dinoton ne91.cteel to p.rtor. th.ir ..nd.tory duty to ".mploy the n.c....ry qu.Ufi.d prote.donal .mploy.. ... to k..p the publio .ohool. op.n" in the CarU.l. Ar.a School Di.trict. 24 P.S. 11-1106. Althou9h the pUblic .chool. r.main.el op.n, the taxpay.r. a...rt.el that the t.ach.r. were not ".mploy.el" b.cau.. th.y w.r. workin9 without . collective bar9ainin9 8qre.m.nt.2 Common Pl.a. .u.tain.d the .chool dir.ctor.' pr.liminary obj.ction. in the nature of a demurrer, which ....rt.d th.t eohool dir.ctor. have no duty to contraot with a t.ach.r.' union .nel elid not br.aoh a duty to employ because all memb.r. of CAEA an .mploy... ot the .chool di.trict. Applyinq the rule. ot .t.tutory oon.truction, Common Pl.a. rea.on.d that one can .mploy (i..., provide with a job that pay. wa9.1I) without the exist.noe of a oontract, th.refor., the .ohool director.' duty to employ i. not a duty to oontract. Common Pl.a. conoluded that the .ohool dir.ctoX'l did not breach a duty to employ beoau.e the Carlisle Area teach.r. ar. .mploYftd within the common meanin9 of the word. Beton this Court the taxpay.n oontend that Common Pl.a. .rr.d. Th. taxpay.r. a..ert that the .ohool dir.otor.' duty to 1 ( . . . oont1nu.el) p.tition tor removal of .ohool dir.ctor. who r.tu.. or ne9l.et to p.rtorm any duty impo.ed by the proviaien. ot this act r.latin9 to aehool eli.trieta. 2 The 1989 collective bar9ainin9 agr.ement b.twe.n the .chool boarel and the CarUIl. Ar.a Education A..oeiation (CAlI.) hael expir.d, anel the t.acher. w.re workin9 without a contract. :2 e.ploy, when ~eAd in >>IIi ~atefia with the Publio Employe Relation. Aot (PERA), 3 beoome. a duty to enter into a written oolleoUve bargaininq aqreement. speoifioally, the taxpayen oitel 1) seotion 101 of PERA, the publio polioy provi.ion., whioh expre.. the Oene~.l A..embly'. belief that the Aot'. purpo.e of promotinq oon.t~uotive employment ~elationahipD oan be.t be .erved by requirinq publio employe~. to bargain with employe. organilation. and enter into written aqreement., 43 P.B. 51101.101, and a) seotion 1201, whioh prohibit. unfair practice., .uoh a. inte~fering with employee.' ex.roile of thei~ rights and ~efu.ing to barqain in good faith. 43 P.S. 51101.1201. We find the taxpayers' argument to be without merit. The fact that PERA requirea a School Diatrict to bargain in good faith with employee organizations doe. not lead to the conclu.ion that .uch employees are not employed until bargaining re.ult. in a written agreement. A Bchool diltriot's duty to bargain in qood faith and enter into a written agreement applies only to employe.., not to prospective employees. Under School Code Section 508, It di.triat employs teaohers by appointment upon affirmative vote of a majority of the memberB of itB Bchool board. 24 P.S. 55-50.. Teacher. mUBt first become employee. of the school di.triot before their riqht to organize and chooBe representative. ari.e. and before the .chool board's duty to barqain ariBe.. Aooordingly, the Bchool director. in the instant oa.. 3 Aot of July 23, 1970, P.L. 563, U am.nded, 43 P.B. 151101.101 - 1101.2301. 3 clarify penn.ylvania law on the definition of the word employ to mean" when u.ed in relpeot to a Bervant or hired lAborer, the term 11 equlvalent to hidnq, which impUel a reque.t and .. contract for oampen.ation," 'I;'.onellee ~oal Iron and ~. Cli'. V8. ~u.cod. Looal No. 123, Ala. 321 U.S. 50, 64 Sot. 698 703, 705 88 L.!d. 949 (1943). 4 . Denied. A. Petltloners' posltion wal lupported, to their belief by the U. S. Supreme Court rule in 'l;'ennellee Coal v.. MUloode (supra) whioh wae oited in their Brief. It 1. noted that Respondents Brief in this matter contained !I,Q. leqal citation. .upporting their pOlition. B. Petitioners deny that their position as .tated in this matter wa. that the Board must accede to union demand., but rather that the word "employ" included the duty to "barqain in good falth to reach a contract". Petitioners would further note that the LAW does not always follow "common lense" and clt.. Charles Dickel'll in OAiver Twist (1837-38) "If the law suppose. that/ the law il a (de) all, a (sio) idiot." (Mr. Bumbl., op eit) C . Denied. The Petition for removal W81 f !led to caule the Board to do what it eventually did, i.e., to negotiate in qood f^ith to reach a contraot with the Teachers union. 5. Denied. PFQ! believes its position was meritorioul and definitely not "frivolous". WH.RlrOR., Relpondentl' Petition Ihould be dilmi.led. ReMpecttully lubmitted, ARTHUR T. HCDBRMOTT . ASSOCIATIS --~~ ~ McDermott, "quirl '0 .alt High Street Carlill., PA 17013 (717) 243-7807 , " I, '\ " ,lit " " 1 ' I, , ~: ' I, " , , , ' il I' ',',11 .1 " " " " I, 'I ,;'1 ,I '. f 'I " CIRTIrICATI or SlaVICI I hereby oertify that a true oopY of the foreqolnq Anlwer to aule to Show Caule W41 8erved by on the below named perlOn(I), fir.t cla.. mail, po.tage prepaid, addr...ed tOI J.... D. rlowr: , Jr., ..quire 11 la.t High Street Car:ll.le, PA 17013 Date 7/1<</q~ , , I ~ . ~--:: r~ ~ ~r: ~. Dermot, ..~e eo Ba.t High Street Carll.le, PA 17013 ,(717) 243"7807 .., I. , ;1' , " I, 01 "I " I' ,I I' ", , I I I I I, " " 'I I, I I 'I ~f~; p-.; r ~F .' ~;.! ~'-~ .1 t , " I .,' .' .J j.. :,'.: ) ~-~!I " ./", 1,,-:-1 ll) \ '..1 '>'.1" [.1' ,'.I.l 'I I !. , h:' , I'" I,~\~ I .. f, - ~' I t.;..: " or, . '-.' 1.,)1 , " " , 1 " " " 'I'i 'I ,\ j' I' I' I, 1I:\rllr~nl~,'lr, July IM,I'm PARENTS FOR QUALITY EDUCATION, INC., O. Fr.nk Eichelberger, Henry W. Trlfllno,r, Ind LuAnn Wagner, Ftldgl'y K. snyder, Sr" Cynthl' P. Vlrner, HII.ry H. Albright, John p, Durnin, Charles E, Swisher, John W. Pittenger, and Ruth B. Ronnan, Plalntllls IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION . LAW NO. 606 CIVIL 1994 va. EARL M. BARNHART, DALE O. HARTZELL, JR" Ind GERALD E. EBV, PETITION FOR REMOVAL OF SCHOOL DIRECTORS OF CARLISLE AREA SCHOOL DISTRICT Defendants fBAE.cJfE TO THE PROTHONOTARY: Please submit Defendants' Petition for Rule to show cause and Plaintiffs' response to that Rule to show causa to the Court for determination In accordance with Pa,R.C.P.206.7(c), which provides that, discovery not being applicable, the Petition shali be decided on Petition and Answer and averments of fact responslvo to the Petition and properly pleaded sl1all be deemed admitted. 7/<).//97 Q..h.'Et.. he ( (01'1 ~ K,c:.k -P,[fi(l. FLOWER, MORGENTHAL, FLOWER & LINDSAY, P.C. Attorneys for Defendants ;Dei ~l( -lie"...! "I.., b l..J pLt..n.~u.~..rI -Ic.J C. f), BY\ (tVcd 1}.rQ q,,, > . James D. FI.e)' er, Jr., Esquire , ID # 2774"1/ \) 11 East High Street Cerlisle, PA 17013 (717) 243.5513 ~ ~ G tl;; .. ';1,,- -It 'c. 'l" llJ "') ~., (;/. ~~ ;,~. .),:J 9[; m ", 'ii - -',I!..> {"", "", ..I:'~'" r:' ...~ '.II/,} ~I )ll. 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