William Penn SD, Aplts v. Dept of Educ ( 2017 )


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  •                          [J-82-2016] [MO: Wecht, J.]
    IN THE SUPREME COURT OF PENNSYLVANIA
    MIDDLE DISTRICT
    WILLIAM PENN SCHOOL DISTRICT;         :   No. 46 MAP 2015
    PANTHER VALLEY SCHOOL DISTRICT;       :
    THE SCHOOL DISTRICT OF                :   Appeal from the Order of the
    LANCASTER; GREATER JOHNSTOWN          :   Commonwealth Court entered on April
    SCHOOL DISTRICT; WILKES-BARRE         :   21, 2015 at No. 587 MD 2014.
    AREA SCHOOL DISTRICT;                 :
    SHENANDOAH VALLEY SCHOOL              :   ARGUED: September 13, 2016
    DISTRICT; JAMELLA AND BRYANT          :
    MILLER, PARENTS OF K.M., A MINOR;     :
    SHEILA ARMSTRONG, PARENT OF           :
    S.A., MINOR; TYESHA STRICKLAND,       :
    PARENT OF E.T., MINOR; ANGEL          :
    MARTINEZ, PARENT OF A.M., MINOR;      :
    BARBARA NEMETH, PARENT OF C.M.,       :
    MINOR; TRACEY HUGHES, PARENT OF       :
    P.M.H., MINOR; PENNSYLVANIA           :
    ASSOCIATION OF RURAL AND SMALL        :
    SCHOOLS; AND THE NATIONAL             :
    ASSOCIATION FOR THE                   :
    ADVANCEMENT OF COLORED                :
    PEOPLE-PENNSYLVANIA STATE             :
    CONFERENCE,                           :
    :
    Appellants            :
    :
    :
    v.                         :
    :
    :
    PENNSYLVANIA DEPARTMENT OF            :
    EDUCATION; JOSEPH B. SCARNATI III,    :
    IN HIS OFFICIAL CAPACITY AS           :
    PRESIDENT PRO-TEMPORE OF THE          :
    PENNSYLVANIA SENATE; MICHAEL C.       :
    TURZAI, IN HIS OFFICIAL CAPACITY AS   :
    THE SPEAKER OF THE PENNSYLVANIA       :
    HOUSE OF REPRESENTATIVES; TOM         :
    WOLF IN HIS OFFICIAL CAPACITY AS      :
    THE GOVERNOR OF THE                   :
    COMMONWEALTH OF PENNSYLVANIA;         :
    PENNSYLVANIA STATE BOARD OF           :
    EDUCATION; AND PEDRO A. RIVERA,                 :
    IN HIS OFFICIAL CAPACITY AS THE                 :
    SECRETARY OF EDUCATION,                         :
    :
    Appellees                  :
    CONCURRING OPINION
    JUSTICE DOUGHERTY                                         DECIDED: September 28, 2017
    I join the majority opinion in concluding the matter before us is justiciable under
    the Baker1 factor analysis. I write separately to express my view that any time a party
    raises a colorable claim that a right guaranteed to the citizens of this Commonwealth by
    the Pennsylvania Constitution is being violated, such a claim always should be
    justiciable and analysis under the Baker factors is irrelevant because judicial restraint
    serves no purpose when constitutional rights are threatened or abridged. See Hugo L.
    Black, The Bill of Rights, 35 N.Y.U. L. Rev. 865, 870 (1960) (“[T]he judiciary was made
    independent because it has…the primary responsibility and duty of giving force and
    effect to constitutional liberties and limitations upon the executive and legislative
    branches.”).
    The political question doctrine implicates the prudential concerns of judicial
    restraint. Robinson Twp. v Commonwealth, 
    83 A.3d 901
    , 917 (Pa. 2013) (questions of
    justiciability involve “prudential concerns implicating courts’ self-imposed limitations”).
    See also L. Tribe, American Constitutional Law 79 (1978) (“Thus the political question
    doctrine, like other justiciability doctrines, at bottom reflects the mixture of constitutional
    interpretation and judicial discretion….”). The question of justiciability under the political
    question doctrine arises from a concern regarding the maintenance of the separation of
    1
    Baker v. Carr, 
    369 U.S. 186
    (1962).
    [J-82-2016] [MO: Wecht, J.] - 2
    powers.   Consumer Party of Pa. v. Commonwealth, 
    507 A.2d 323
    , 332 (Pa. 1986)
    abrogated on other grounds by Pennsylvanians Against Gambling Expansion v.
    Commonwealth, 
    877 A.2d 383
    (Pa. 2005) (“To preserve the delicate balance critical to a
    proper functioning of a tripartite system of government, this Court has exercised
    restraint to avoid an intrusion upon the prerogatives of a sister branch of government.”).
    A court should refrain from resolving a dispute where doing so would involve the judicial
    branch in carrying out the functions properly delegated to the legislative or executive
    branches. Thornburgh v. Lewis, 
    470 A.2d 952
    , 956 (Pa. 1983); see also Consumer
    
    Party, 507 A.2d at 333
    (“it is appropriate to give due deference to a co-equal branch of
    government as long as it is functioning within constitutional constraints…”).
    Nevertheless, the resolution of disputes involving the interpretation of law is our
    constitutional duty. Robinson 
    Twp., 83 A.3d at 928
    (courts must fulfill role of enforcing
    constitutional limitations); 
    Thornburgh, 470 A.2d at 956
    (it is the courts’ constitutional
    duty to resolve disputes involving interpretation of the law). Further, it is the duty of the
    judicial branch to ensure that any constitutional right is not “impaired or destroyed by
    legislation.” Smyth v. Ames, 
    169 U.S. 466
    , 527-28 (1898); Zemprelli v. Daniels, 
    436 A.2d 1165
    , 1169 (Pa. 1981) (“[I]t is the duty of the courts to invalidate legislative action
    repugnant to the constitution.”).     It would undermine our constitutionally mandated
    responsibilities to deliberately ignore a clear constitutional violation out of deference to a
    co-equal branch of government. Consumer 
    Party, 507 A.2d at 333
    .
    Appellants have challenged the current legislative framework for the financing
    and funding of the Commonwealth’s public school system as constitutionally deficient
    on the basis that (1) the public school funding system does not meet the constitutionally
    mandated requirement to maintain a thorough and efficient system of public education
    as expressed in the Education Clause found in Article III, Section 14 of the
    [J-82-2016] [MO: Wecht, J.] - 3
    Pennsylvania Constitution,2 and (2) the current funding system violates the right to
    equal protection guaranteed by Article III, Section 32 of the Pennsylvania Constitution
    (Equal Protection Clause).3
    We have not been asked to decide whether, as a policy matter, a particular
    funding method is better than another.      Rather, we have been asked to determine
    whether the existing funding method passes constitutional muster. These constitutional
    challenges do not involve garden variety political questions. They entail grave social,
    economic, and moral implications and consequences. A proper public education is not
    a static concept and must change with the evolving world around us. Likewise, the
    provision and maintenance of a “thorough and efficient” public education system must
    also evolve to ensure the Commonwealth’s citizens are fully capable of competing
    socially, economically, scientifically, technologically and politically in today’s society.
    See, e.g., Claremont Sch. Dist. v. Governor, 
    635 A.2d 1375
    , 1381 (N.H. 1993)
    (education necessary to meet duty to cherish public schools must “be adapted to the
    various crises of human affairs”), quoting McCulloch v. Maryland, 
    17 U.S. 316
    , 415
    (1819).
    In my view, because the current challenge to the Commonwealth’s public
    education financing system involves uniquely compelling issues which are not only of
    2
    The Education Clause provides: “The General Assembly shall provide for the
    maintenance and support of a thorough and efficient system of public education to
    serve the needs of the Commonwealth.” PA. CONST. art. III, §14.
    3
    In relevant part, Article III, Section 32 of the Pennsylvania Constitution prohibits the
    General Assembly from enacting special or local laws regulating the affairs of school
    districts that can be provided for by general law. PA. CONST. art. III, §32. Pennsylvania
    courts consider Article III, Section 32 and the Equal Protection Clause of the United
    States Constitution, U.S. CONST. amend. XIV, § 1, to be equivalent as both command
    that like persons in like circumstance be treated similarly. Harrisburg Sch. Dist. v.
    Zogby, 
    828 A.2d 1079
    , 1088 (Pa. 2003) (citations omitted).
    [J-82-2016] [MO: Wecht, J.] - 4
    constitutional import for Pennsylvania’s students but also of paramount importance to
    the Commonwealth as a whole both now and in the future, this Court would be remiss in
    its own constitutional obligations by abstaining from deciding this constitutional
    challenge based on any theory of judicial restraint. Consumer Party of 
    Pa., 507 A.2d at 333
    (“[W]hatever theory is employed, the legitimacy of the abstention is dependent upon
    the situation presented.”).   See also Martin Redish, Judicial Review & the Political
    Question, 79 Nw. U. L. Rev. 1031, 1059 (1985) (asserting political question doctrine is
    problematic because it allows federal government or one of its branches to breach
    constitutional boundaries without check of judicial review). Accordingly, I believe the
    justiciability of questions related to our government’s compliance with its constitutional
    duties in this ever-evolving arena should not be subjected to mere mechanical
    application of certain enumerated factors.        See, e.g., William J. Brennan, State
    Constitutions & the Protection of Individual Rights, 90 Harv. L. Rev. 489, 490-92 (1977)
    (“state courts that rest their decisions wholly or even partly on state law need not apply
    federal principles of standing and justiciability that deny litigants access to the courts”);
    Helen Hershkoff, State Courts and the "Passive Virtues": Rethinking the Judicial
    Function, 114 Harv. L. Rev. 1833, 1940 (2001) (“[S]tate courts, because of their differing
    institutional and normative position, should not conform their rules of access to those
    that have developed under Article III [of the United States Constitution]. Instead, state
    systems should take an independent and pragmatic approach to judicial authority in
    order to facilitate and support their integral and vibrant role in state governance.”).
    Consequently, appellants should have the opportunity to seek a merits disposition of
    their claims.
    [J-82-2016] [MO: Wecht, J.] - 5