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HomeMy WebLinkAbout14-529 Lee ADVICE OF COUNSEL July 1, 2014 Christopher Lee Harris Township Supervisor P.O. Box 174 Boalsburg, PA 16827 14-529 Dear Mr. Lee: This responds to your letters dated May 6, 2014, and May 8, 2014, by which you requested an advisory from the Pennsylvania State Ethics Commission. Issue: Whether the Public Official and Employee Ethics Act (“Ethics Act”), 65 Pa.C.S. § 1101 et seq., would impose prohibitions or restrictions upon an individual serving as a township supervisor with regard to participating in discussions or actions by the township board of supervisors involving the subdivision plan for certain land where: (1) the land was formerly owned by the individual’s family and was taken by a quiet title action; and (2) the individual and his siblings believe that the quiet title process was flawed and can be reopened without difficulty, and they are confident that if such course of action would be pursued, ownership of the land would be found to lie with them and not the land’s current owners. Facts: You request an advisory from the Pennsylvania State Ethics Commission based upon submitted facts that may be fairly summarized as follows. You are a Supervisor for Harris Township (“Township”). The Township Board of Supervisors (“Board of Supervisors”) is currently considering a subdivision plan that concerns land (the “Land”) formerly owned by your family. The Land was taken by a quiet title action in the fall of 2013. You and your siblings believe that the quiet title process was flawed and can be reopened without difficulty and are confident that if such course of action would be pursued, ownership of the Land would be found to lie with you and your siblings and not the Land’s current owners. You state that when the Board of Supervisors discussed the subdivision plan for the Land on April 23, 2014, you recused yourself from deliberation on the matter. The Board of Supervisors will again consider the subdivision plan for the Land at a later date. Based upon the above submitted facts, you ask whether the Ethics Act would permit you to participate in discussions and actions of the Board of Supervisors involving the subdivision plan for the Land. You state that you have not previously Lee, 14-529 July 1, 2014 Page 2 acted as a Township Supervisor in matters involving the Land and that you will not do so pending the issuance of an advisory in response to your inquiry. Discussion: It is initially noted that pursuant to Sections 1107(10) and 1107(11) of the Ethics Act, 65 Pa.C.S. §§ 1107(10), (11), advisories are issued to the requester based upon the facts that the requester has submitted. In issuing the advisory based upon the facts that the requester has submitted, the Commission does not engage in an independent investigation of the facts, nor does it speculate as to facts that have not been submitted. It is the burden of the requester to truthfully disclose all of the material facts relevant to the inquiry. 65 Pa.C.S. §§ 1107(10), (11). An advisory only affords a defense to the extent the requester has truthfully disclosed all of the material facts. As a Township Supervisor, you are a public official subject to the provisions of the Ethics Act. Sections 1103(a) and 1103(j) of the Ethics Act provide: § 1103. Restricted activities (a)Conflict of interest.-- No public official or public employee shall engage in conduct that constitutes a conflict of interest. (j)Voting conflict.-- Where voting conflicts are not otherwise addressed by the Constitution of Pennsylvania or by any law, rule, regulation, order or ordinance, the following procedure shall be employed. Any public official or public employee who in the discharge of his official duties would be required to vote on a matter that would result in a conflict of interest shall abstain from voting and, prior to the vote being taken, publicly announce and disclose the nature of his interest as a public record in a written memorandum filed with the person responsible for recording the minutes of the meeting at which the vote is taken, provided that whenever a governing body would be unable to take any action on a matter before it because the number of members of the body required to abstain from voting under the provisions of this section makes the majority or other legally required vote of approval unattainable, then such members shall be permitted to vote if disclosures are made as otherwise provided herein. In the case of a three-member governing body of a political subdivision, where one member has abstained from voting as a result of a conflict of interest and the remaining two members of the governing body have cast opposing votes, the member who has abstained shall be permitted to vote to break the tie vote if disclosure is made as otherwise provided herein. 65 Pa.C.S. §§ 1103(a), (j). The following terms are defined in the Ethics Act as follows: § 1102. Definitions "Conflict" or "conflict of interest." Use by a public official or public employee of the authority of his office or employment or any confidential information received through his holding public office or employment for the private Lee, 14-529 July 1, 2014 Page 3 pecuniary benefit of himself, a member of his immediate family or a business with which he or a member of his immediate family is associated. The term does not include an action having a de minimis economic impact or which affects to the same degree a class consisting of the general public or a subclass consisting of an industry, occupation or other group which includes the public official or public employee, a member of his immediate family or a business with which he or a member of his immediate family is associated. "Authority of office or employment." The actual power provided by law, the exercise of which is necessary to the performance of duties and responsibilities unique to a particular public office or position of public employment. "Immediate family." A parent, spouse, child, brother or sister. 65 Pa.C.S. § 1102. Subject to the statutory exclusions to the Ethics Act’s definition of the term “conflict” or “conflict of interest,” 65 Pa.C.S. § 1102, a public official/public employee is prohibited from using the authority of public office/employment or confidential information received by holding such a public position for the private pecuniary benefit of the public official/public employee himself, any member of his immediate family, or a business with which he or a member of his immediate family is associated. The use of authority of office is not limited merely to voting, but extends to any use of authority of office including, but not limited to, discussing, conferring with others, and lobbying for a particular result. Juliante, Order 809. In each instance of a conflict of interest, a public official/public employee would be required to abstain from participation, which would include voting unless one of the statutory exceptions of Section 1103(j) of the Ethics Act would be applicable. Additionally, the disclosure requirements of Section 1103(j) of the Ethics Act would have to be satisfied in the event of a voting conflict. Per the Pennsylvania Supreme Court’s decision in Kistler v. State Ethics Commission, 610 Pa. 516, 22 A.3d 223 (2011), in order to violate Section 1103(a) of the Ethics Act, a public official/public employee: … must act in such a way as to put his \[office/public position\] to the purpose of obtaining for himself a private pecuniary benefit. Such directed action implies awareness on the part of the \[public official/public employee\] of the potential pecuniary benefit as well as the motivation to obtain that benefit for himself. Kistler, supra, 610 Pa. at 523, 22 A.3d at 227. To violate Section 1103(a) of the Ethics Act, a public official/public employee “must be consciously aware of a private pecuniary benefit for himself, his family, or his business, and then must take action in the form of one or more specific steps to attain that benefit.” Id., 610 Pa. at 528, 22 A.3d at 231. Based upon Kistler, the existence of a violation of Section 1103(a) would depend upon the circumstances in a given case. Raphael, Opinion 13-003. Having established the above general principles, you are advised as follows. Your siblings are members of your “immediate family” as that term is defined in the Ethics Act. The submitted facts are insufficient to enable a conclusive determination Lee, 14-529 July 1, 2014 Page 4 as to whether the elements of a conflict of interest would be established if you would participate in discussions or actions of the Board of Supervisors involving the subdivision plan for the Land. The submitted facts do not indicate whether you and/or your siblings intend to seek to reopen the aforesaid quiet title process or whether the approval or disapproval of the subdivision plan would financially impact you and/or your siblings. Therefore, you are advised that a conflict of interest would exist and you would violate Section 1103(a) of the Ethics Act if: (1) you would be consciously aware of a private pecuniary benefit for you, member(s) of your immediate family, or a business with which you or member(s) of your immediate family are associated; (2) your official action would constitute one or more specific steps to attain that benefit; and (3) neither the de minimis exclusion nor the class/subclass exclusion set forth within the Ethics Act’s definition of the term "conflict" or "conflict of interest," 65 Pa.C.S. § 1102, would be applicable. As noted above, in each instance of a conflict of interest, you would be required to abstain from participation, which would include voting unless one of the statutory exceptions of Section 1103(j) of the Ethics Act would be applicable. Additionally, the disclosure requirements of Section 1103(j) of the Ethics Act would have to be satisfied in the event of a voting conflict. The propriety of the proposed conduct has only been addressed under the Ethics Act; the applicability of any other statute, code, ordinance, regulation or other code of conduct other than the Ethics Act has not been considered in that they do not involve an interpretation of the Ethics Act. Specifically not addressed herein is the applicability of the Second Class Township Code or case law as to bias. Conclusion: As a Supervisor for Harris Township (“Township”), you are a public official subject to the provisions of the Public Official and Employee Ethics Act (“Ethics Act”), 65 Pa.C.S. § 1101 et seq. Based upon the submitted facts that: (1) the Township Board of Supervisors (“Board of Supervisors”) is currently considering a subdivision plan that concerns land (the “Land”) formerly owned by your family; (2) the Land was taken by a quiet title action in the fall of 2013; (3) you and your siblings believe that the quiet title process was flawed and can be reopened without difficulty and are confident that if such course of action would be pursued, ownership of the Land would be found to lie with you and your siblings and not the Land’s current owners; (4) when the Board of Supervisors discussed the subdivision plan for the Land on April 23, 2014, you recused yourself from deliberation on the matter; and (5) the Board of Supervisors will again consider the subdivision plan for the Land at a later date, you are advised as follows. Your siblings are members of your “immediate family” as that term is defined in the Ethics Act. The submitted facts are insufficient to enable a conclusive determination as to whether the elements of a conflict of interest would be established if you would participate in discussions or actions of the Board of Supervisors involving the subdivision plan for the Land. The submitted facts do not indicate whether you and/or your siblings intend to seek to reopen the aforesaid quiet title process or whether the approval or disapproval of the subdivision plan would financially impact you and/or your siblings. Therefore, you are advised that a conflict of interest would exist and you would violate Section 1103(a) of the Ethics Act if: (1) you would be consciously aware of a private pecuniary benefit for you, member(s) of your immediate family, or a business with which you or member(s) of your immediate family are associated; (2) your official action would constitute one or more specific steps to attain that benefit; and (3) neither the de minimis exclusion nor the class/subclass exclusion set forth within the Ethics Act’s definition of the term "conflict" or "conflict of interest," 65 Pa.C.S. § 1102, would be applicable. In each instance of a conflict of interest, you would be required to abstain from participation, which would include voting unless one of the statutory exceptions of Section 1103(j) of the Ethics Act would be applicable. Additionally, the disclosure requirements of Section 1103(j) of the Ethics Act would have to be satisfied in the event Lee, 14-529 July 1, 2014 Page 5 of a voting conflict. Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Act. Pursuant to Section 1107(11) of the Ethics Act, an Advice is a complete defense in any enforcement proceeding initiated by the Commission, and evidence of good faith conduct in any other civil or criminal proceeding, provided the requester has disclosed truthfully all the material facts and committed the acts complained of in reliance on the Advice given. This letter is a public record and will be made available as such . Finally, if you disagree with this Advice or if you have any reason to challenge same, you may appeal the Advice to the full Commission. A personal appearance before the Commission will be scheduled and a formal Opinion will be issued by the Commission. Any such appeal must be in writing and must be actually received at the Commission within thirty (30) days of the date of this Advice pursuant to 51 Pa. Code § 13.2(h). The appeal may be received at the Commission by hand delivery, United States mail, delivery service, or by FAX transmission (717-787-0806). Failure to file such an appeal at the Commission within thirty (30) days may result in the dismissal of the appeal. Sincerely, Robin M. Hittie Chief Counsel