HomeMy WebLinkAbout91-3295 CivilD. JANE BAIR, THEODORE
LEHMAN, ANDREW NORTON,
CAROL ZOOK and MARY
RHOADS,
Petitioners
V.
CARLISLE AREA SCHOOL
DISTRICT,
Respondent
IN THE COURT OF COM
CUMBERLAND COUNTY,
: CIVIL ACTION - LAW
NO. 3295 CIVIL 1991
BEFORE BAYLEY* and OLER, JJ.
ORDER OF COURT
AND NOW, this 2 i t� day of November, 1992,
consideration of Petitioners' Petition for Review a
Answer, the briefs submitted thereon, and the rec
Petition is DENIED.
BY THE COURT,
Thomas W. Scott, Esq.
J. Paul Helvy, Esq.
KILLIAN & GEPHART
218 Pine Street
P.O. Box 886
Harrisburg, PA 17108
Counsel for the Petitioners
James D. Flower, Esq.
11 East High Street
Carlisle, PA 17013
Counsel for Respondent
:rc
* Judge Bayley did not participate in this decisi
PLEAS OF
SYLVANIA
upon careful
ad Respondent's
3, Petitioners'
r=im
J.
D. JANE BAIR, THEODORE IN THE COURT OF COM
LEHMAN, ANDREW NORTON, CUMBERLAND COUNTY,
CAROL ZOOK and MARY
RHOADS, CIVIL ACTION - LAW
Petitioners
V.
CARLISLE AREA SCHOOL
DISTRICT, :
Respondent NO. 3295 CIVIL 1991
IN RE: PETITIONERS' PETITION FOR REVI
PLEAS OF
SYLVANIA
BEFORE BAYLEY' and OLER, JJ.
OPINION AND ORDER OF COURT
At issue in the present case is a Petition for Review of the
suspensions of D. Jane Bair, Theodore Lehman, Andreu Norton, Carol
Zook and Mary Rhoads (Petitioners) from their teaching positions
with the Carlisle Area School District (Responde t). For the
reasons set forth in the following Opinion, Petitioners' request
for reinstatement is denied.
At the end of the 1990-91 school year, approxi:
three positions were eliminated in the Carlisle
District.2 Consequently, ten teachers were suspeni
the five Petitioners in this case.' These teach
notices on June 7, 1991, informing them that
Directors of the Carlisle Area School District at
June 20 will vote to suspend you effective Jun
1 Judge Bayley did not participate in this dec
2 Transcript of School Board Hearings, July 2.
(hereinafter N.T. ).
' N.T. 15.
N.T. 18; Respondent's Exhibits B1 -B10.
tely twenty -
Area School
i, including
s were sent
the Board of
is meeting on
30, 1991."'
ision.
�, 1991, at 14
No. 3295 Civil 1991
Attached to each of these notices was a form by whi h the teachers
could request a hearing with respect to their suspen 3ions.5Of the
ten teachers who were sent these notices, Petitioners requested a
hearing."
On June 20, 1991, the Board of Directors of thE Carlisle Area
School District officially approved the suspension of the ten
teachers.' Subsequently, Petitioners were sent letters confirming
their suspensions, as well as informing them of the date set for
the hearing that they had requested.'
The hearing before the School Board was held on July 24, 1991.
During this hearing, Gerald L. Fowler, the assistant superintendent
of the Carlisle Area School District,' testified about the student
enrollment in the District, as well as the circumsta ces leading to
Petitioners' suspensions.
More specifically, Mr. Fowler testified that thE total student
enrollment for the 1981-82 school year was 5,550 students."
Subsequently, the enrollment for the 1985-86 school ear was 5,255
students, and for the 1990-91 school year,
5 N.T. 19; Respondent's Exhibits B1 -B10.
" N.T. 19.
' N.T. 19; Respondent's Exhibit A.
e N.T. 19; Respondent's Exhibits C1-05.
9 N.T. 8.
io N.T. 9.
2
were 5,059
No. 3295 Civil 1991
students enrolled in the School District." Mr. FoAer stated that
this represented a decline in enrollment of 491 students over a
ten-year period, a decline of approximately nine p rcent.12 With
respect to this figure, Mr. Fowler testified that G ades 9 through
12 experienced a decline of 385 students during this ten-year
period. 13 Moreover, Mr. Fowler indicated that the School District
was expecting a further decline in enrollment: the projected
enrollment for the 1991-92 school year was 4,999 students."
Mr. Fowler further testified that, in 1981-E2, there were
194.87 full time equivalents (hereinafter FTE's)15 employed at the
Secondary Education level of the School District.16 The number of
Secondary FTE's increased to 196.34 in the 1986-87 s hool year, and
in 1990-91, there were 189.74 FTE's employed in the School
District. 17
With respect to the suspensions of the four English teachers,
11 I d .
12 N.T. 10.
13 N.T. 24.
14 N.T. 11.
15 In computing full time equivalents, the S hool District
assigns a weight of one to each full time position. N.T. 20.
16 N.T. 23. For purposes of Mr. Fowler's testimony, the
District's Secondary Education encompasses Grades 6 through 12.
id.
17 N.T. 23.
3
No. 3295 Civil 1991
Mr. Fowler testified that the number of students a rolled in the
English Department decreased from 1,811 in 1986-87 to 1,472 in
1990-91, a decline of 339 students.18 Additionally, Mr. Fowler
testified that the School District was projecting ten fewer
students in the English Department for the 1991-92 school year,
thus producing a total decline of 349 students enrolled in the
Department."
In addition to providing testimony regarding tie decrease in
pupil enrollment, Mr. Fowler discussed the sizes of the Secondary
English classes during the period from 1986-87 u til 1990-91.20
Mr. Fowler testified that during the 1986-87 and 990-91 school
years, there were fifteen English classes exceedi g twenty-five
students.21 Additionally, even when taking Petitioners'
suspensions into account, Mr. Fowler stated that there would be
only five English classes containing over twent -six students
during the 1991-92 school year.22
In addition to suspending four teachers in the English
Department, the School Board also assigned one addit'onal class per
1B N.T.
28.
19 N.T.
49.
20 N.T.
63-65.
21 N.T.
63.
22 id.
0
No. 3295 Civil 1991
day to each of the fifteen remaining English tea hers.23 With
respect to the effects of these additional classes upon the
teacher -student ratios, Mr. Fowler testified that, during the 1986-
87 school year, "the number of students that a teac
a given week ranged from roughly 71 to 105 ...."
further testified that during the 1990-91 school yea
at the Senior High School saw approximately 60 to S
week.25 After the reduction of the teaching staff
Department, the School Board expected that the
teachers would see approximately 71 to 96 students pe
the 1991-92 school year.26
Mr. Fowler also testified that instead of
additional class to each of the remaining English
School Board could have maintained the prior teachi
of four classes per day by adding students to
saw during
Mr. Fowler
, the teachers
students per
the English
ning English
week, during
assigning an
teachers, the
assignments
h of these
classes.27 Under such a redistribution of students, "[c]lass sizes
would go up roughly to 24 or 25 students- ... [w ich would be
within the framework of 100 students [per teacher] .28
23
N.T.
57-63.
24
N.T.
63.
25
N.T.
64.
28
id.
27
N.T.
67.
28
id.
5
No. 3295 Civil 1991
Mr. Fowler then testified about a memorandu sent by Dr.
Stowell, the District Superintendent, to the Board f Directors on
April 1, 1991.29 This memorandum provided BuggeStiOILS to the Board
as to what actions could be taken to balance the School District
budget for the 1991-92 school year .30 One of these -suggestions was
the suspension of four Secondary English teachers a d the increase
in the number of classes for the fifteen remaining teachers."
Moreover, this memorandum indicated that "[a] four period day could
be reinstated with a sharp increase in class size and the retention
of one teaching position. ,32 The memorandum also suggested that
positions could be eliminated in the Secondary Math, Foreign
Language and Art Departments ; 33 these suggestions referred to a
decline in pupil enrollment.34
Mr. Fowler also presented testimony concerni g the factors
leading to the suspension of Petitioner Norton Erom Secondary
mathematics .35 For the 1990-91 school year, th re were 1,506
29 N.T. 67-68; Petitioners' Exhibit 2.
30 N.T. 68-70.
31 Petitioners' Exhibit 2, Paragraph 6.
32 I d .
33 N.T. 70-71; Petitioners' Exhibit 2, Paragri
34 id.
35 N.T. 78-82.
2
�phs 7, 12, 14.
No. 3295 Civil 1991
requests by the students for mathematics classes.3' For the 1991-
92 year, the School Board anticipated 1,412 requests a decrease of
96 requests .31 Moreover, in 1986-87, the average class size for
Secondary Mathematics was 23.1 students, and in 1990-91 the average
class size was 21.5 students. Mr. Fowler's testi onv tended to
show that, with the suspension of Petitioner Norto , the average
class size for 1991-92 would remain approximately the same as that
of the previous year: 21.7 students.3e
On August 22, 1991, the Carlisle Area School Board issued its
decision affirming the suspensions of Petitioners and setting forth
findings of fact and conclusions of law.39 In its findings of
fact, the School Board found that, over a ten-year period, "from
the school year of 1981/82 to 1990/91, there was a t tal decline in
enrollment of 491 pupils, a 9% decline. ,41 The School Board
further found that "[the enrollment figures for the 1991/92 school
year show an additional decline of 60 pupils f om last year,
36 N.T. 78-79.
37 N. T. 79.
39 N. T. 81.
39 petitioners' Amended Petition, Paragraph
Answer, Paragraph 7; Exhibit to Petitioners' Ame
00 Petitioners' Amended Petition, Paragraph
Answer, Paragraph 7; Exhibit to Petitioners' Amer
2.
7
Respondent's
Petition.
; Respondent's
d Petition, at
No. 3295 Civil 1991
1990/91."41 Additionally, in its conclusions of law, the School
Board concluded that there had "been a substantial decrease in
pupil enrollment in the Carlisle Area School District over the past
ten years," and this decline was expected to continue into the
1991-92 school year.42 Furthermore, since Petitio ers were the
least senior in their certification, and since they did not have
any other certification which would give them seniority over the
remaining staff, the Board concluded that the su pensions were
proper. 43
Petitioners have filed the present Petitior for Review,
contending that there has not been a substantial decline in pupil
enrollment in the Carlisle Area School District.44 Petitioners
further contend that the "real reason Respondent chose to furlough
[Petitioners] was the fact that it wished to change the teaching
assignments for English teachers from 4 to 5 classes per day. ii45
Additionally, Petitioner Norton contends that "[i]n order to
furlough [him] in 1991-92, it is incumbent upon the District to
show a further decline in enrollment since the time f [his] first
41 id.
42 id.
43 Petitioners' Amended Petition, Paragraph 7 Respondent's
Answer, Paragraph 7; Petitioners' Exhibit to Petiti ners' Amended
Petition, at 2-3.
44 Petitioners' Amended Petition, Paragraphs 11-17.
45 Petitioners' Amended Petition, Paragraph 19
8
No. 3295 Civil 1991
furlough and rehire [for the 1990-91 sc of year] . 1946
Consequently, Petitioners contend that the Schc of Board had
insufficient legal cause to suspend them.47
It has been noted that a court's "scope of review [of a School
District decision] is limited to a determination of whether the
School District abused its discretion, committed an error of law,
or violated the employees' constitutional rights, and whether the
School District's findings of fact are supported y substantial
evidence." Mongelluzzo v. School District of Bethel Park, 93 Pa.
Commw. 557, 559, 503 A.2d 63, 65 (1985) .48 Under this standard
of review, the Court must affirm the School Distr'ct's decision
unless it finds one of the following factors in therecord: (1) an
abuse of the School Board's discretion; (2) an erroneous
interpretation of law by the School Board; (3) an infringement upon
the constitutional rights of the employees of the School District;
or (4) a lack of substantial evidence in the record supporting the
School Board's decision. For the reasons set forth hereafter, we
are unable to find the existence of any of these factors and we
therefore cannot disturb the School Board's decision to suspend
46 Petitioners' Amended Petition, Paragraph 12.
47 Petitioners' Amended Petition, Paragraph 16.
48 This standard of review is also set forth in Section 754(b)
of the Local Agency Law, Act of April 28, 1978, P.L. 202, No. 53,
§5, 2 Pa. C.S. S754(b) (1992 Supp.); see Sto-Rox Sohool District
v. Horgan, 68 Pa. Commw. 416, 449 A.2d 796 (1982).
01�
No. 3295 Civil 1991
Petitioners.
Section 1124 of the Public School Code state that, "[a]ny
board of school directors may suspend the neces ary number of
professional employees, for any of the causes hereinafter
enumerated:
(1) Substantial decrease in pupil enrollment in
the school district ....i49
The reasons set forth in Section 1124 are "the exclIusive basis on
which a suspension of a professional employee may De made.... A
suspension by any other basis is invalid." Hix on v. Greater
Latrobe School District, 52 Pa. Commw. 92, 95, 421 A.2d 474, 476
(1980).
"[T]here is not and cannot be a precise defin'tion" of what
constitutes a substantial decrease in pupil enrollment for purposes
of Section 1124. Phillipi v. School District cf Springfield
Township, 28 Pa. Commw. 185, 190, 367 A.2d 1133, 1137 (1977).
"This is an area in which school boards must exerc'se discretion
and board action will not be disturbed absent a sho ing that such
discretion was abused, or that the action was arbitkary, based on
a misconception of law or ignorance of facts." Idl. (citations
49 Act of March 10, 1949, P.L. 30, §1124, as
X11-1124 (1992).
10
fended, 24 P.S.
No. 3295 Civil 1991
omitted) .50
Upon examination of the record, we cannot say
a matter of
law that the Carlisle Area School Board abused its discretion in
suspending Petitioners. Moreover, the record contains substantial
evidence supporting the School Board's determine ion that the
School District experienced a substantial decline In enrollment.
Mr. Fowler testified that, over a ten-year period, the number of
students enrolled in the School District decreased by 491, a
decline of approximately nine percent.51 Mr. Fowler also testified
that this number was expected to decline in 991-92 by an
additional 60 students.52 In light of this decline, we cannot say
that the School Board abused its discretion in dete mining that a
substantial decrease in student enrollment was invo ved.
Additionally, Petitioners contend that the "real reason the
Respondent chose to furlough [them] was the fact that it wished to
change the teaching assignments for English teac ers ... [b]y
50 See Andresky v. West Allegheny Sch. Dist., 63 Pa. Commw.
222, 437 A.2d 1075 (1981) (holding that an eleven percent decline
in enrollment over a five year period is substantial); See Tressler
v. Upper Dublin Sch. Dist., 30 Pa. Commw. 171, 373 A.2d 755 (1977)
(holding that a decline of 250 students in a three year period can
be a substantial decline in enrollment); Smith v. Board of Sch.
Directors of Harmony Area Sch. Dist., 16 Pa. Commw. 175, 328 A.2d
883 (1974) (holding that a decrease from 724 to 610 students in a
ten year period constitutes a substantial decline justifying
suspension of two or three teachers).
51 N.T. 10.
52 N. T. 13.
11
No. 3295 Civil 1991
increasing the teaching load of the remaining teFLchers by ...
twenty percent ....i53 In so doing, "the District was able to
furlough twenty percent of its ... teachers," while the number of
students taking English classes remained the same."'
Although the suspensions of Petitioners may have resulted in
larger teacher -student ratios for the remaining teachers in the
School District's Secondary English Department, we are unable to
conclude that this fact renders the School Board's decision an
abuse of discretion. "No precedent holds that a school board
abuses its discretion when fewer teachers result in in increase in
pupil -teacher ratios." Bednar v. Butler Area Sch. Dist., 15 D. &
C.3d 555, 560 (Butler Co. 1979), aff'd, 48 Pa. Commw. 586, 410 A.2d
922 (1980).
Petitioners also contend that, since the School Board's
suspension of them was motivated by economic factord, this action
was "contrary to law. i55 In making this contentiorl, Petitioners
rely upon the memorandum sent to the -School 11oard by the
Superintendent.56 Since the Superintendent's reconmendations for
the elimination of several other positions were expressly premised
upon a decline in pupil enrollment, Petitioners aver that the lack
53 Petitioners' Amended Petition, Paragraph 18.
54 _Td.
55 petitioners' Brief, at 11.
56 N.T. 67-68; Petitioners' Exhibit 2.
12
No. 3295 Civil 1991
of this express language with respect to the elimination of the
four English teachers suggests that these eliminations were based
upon economic considerations.57
"It is not improper for the school authorities to have taken
into consideration or, indeed, to have been motivated by,
considerations of economy as long as the grounds established by the
Code are present." Bednar v. Butler Area Sch. Dist. 48 Pa. Commw.
586, 587, 410 A.2d 922, 922 (1980). Moreover, Ln determining
whether to suspend professional employees, "[b]udgetary
considerations are permissible factors in the decisi nal process so
long as a school board is actually faced with a substantial decline
in enrollment." Swabb v. Erie Bd. of Education, 16 D. & C.3d 115,
118 (Erie Co. 1980).
Finally, with respect to the suspension of Pet' ioner Norton,
Petitioners contend that, in order to effectuate such a suspension,
"it is incumbent upon the District to show a furt er decline in
enrollment since the time of Petitioner Norton's first furlough and
rehire [during the 1990-91 school year] .1058
When faced with a substantial decline in enrollment warranting
a reduction in its teaching staff, a School District "has absolute
authority to suspend its extra employees ... rega dless of the
57 N.T. 70-71; Petitioners' Exhibit 2, Paragrz
14; Petitioners' Brief at 9-12.
58 petitioners' Amended Petition, Paragraph 12
13
phs 6, 7, 12,
No. 3295 Civil 1991
enrollment in particular programs." Arnold v. Bc and of School
Directors, Sch. Dist. of Pittsburgh, 131 P.L.J. 434, 435 (1982).
"It is implicit in the statutory scheme [of Section 124] that the
School District has such discretion." Mongellu zo v. School
District of Bethel Park, 93 Pa. Commw. 557, 561, 5 3 A.2d 63, 66
(1985). As long as the School District can establ sh one of the
bases set forth in Section 1124, it "must have the f exibility ...
to decide where personnel cuts should occur with due regard to the
overall educational program." Id. at 561, 503 A.2d at 66.
Since there is substantial evidence in the rec rd to support
the School Board's findings that the School District experienced a
decline in pupil enrollment, the School Board is to be accorded
flexibility in deciding which positions should be el minated while
maintaining the integrity of the educational program of the School
District.
ORDER OF COURT
AND NOW, this .Z`f4 day of November, 1992,
consideration of Petitioners' Petition for Review an(
Answer, the briefs submitted thereon, and the record,
Petition is DENIED.
BY THE COURT,
14
upon careful
Respondent's
Petitioners'
J.
No. 3295 Civil 1991
Thomas W. Scott, Esq.
J. Paul Helvy, Esq.
KILLIAN & GEPHART
218 Pine Street
P.O. Box 886
Harrisburg, PA 17108
Counsel for the Petitioners
James D. Flower, Esq.
11 East High Street
Carlisle, PA 17013
Counsel for Respondent
:rc
15