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HomeMy WebLinkAbout92-647Henry Ray Pope, III, Esquire Pope, Pope, and Drayer Ten Grant Street Clarion, PA 16214 STATE ETHICS COMMISSION 309 FINANCE BUILDING P.O. BOX 11470 HARRISBURG. PA 17108 -1470 TELEPHONE (717) 783 -1610 ADVICE OF COUNSEL December 4, 1992 92 -647 Re: Conflict, Public Official /Employee, Township Supervisor, Proposed Landfill, Citizens Group, Law Suit, Real Estate Interest of Public Official or Immediate Family Member. Dear Mr. Pope: This responds to your letters of September 25, 1992, and October 12, 1992, in which you requested advice from the State Ethics Commission. Issue: Whether the Public Official and Employee Ethics Law presents any prohibition or restrictions upon a township supervisor with regard to a proposed landfill, where the supervisor's spouse and various businesses with which the spouse is associated own substantial land holdings within the township, at least some of which would be adversely financially affected by the proposed landfill. Facts: As Solicitor for the Board of Supervisors of Farmington Township in Clarion County, Pennsylvania, you request an advisory from the State Ethics Commission on behalf of Supervisor Janet Ochs. You have submitted the following as facts. There is an operating solid waste landfill located in Farmington Township. You state that the existence and expansion of the landfill has been the subject of considerable opposition by the residents of the Township. Prior to Ms. Ochs' election to the Board of Supervisors, she and her husband along with other Township residents were named as appellants in various appeals filed before the Environmental Hearing Board. The appeals in part contested the decision of the Department of Environmental Resources to issue the landfill a disposal permit. Additionally, Ms. Ochs and her husband were named as appellants in a petition for review filed in Commonwealth Court, which sought to overturn the Environmental Henry Ray Pope, III, Esquire December 4, 1992 Page 2 Hearing Board's decision sustaining the decision of the Department of Environmental Resources to issue a permit to the landfill. After Ms. Ochs' election to the Board of Supervisors, she withdrew as a party to all appeals involving the landfill, and she has resigned as an active member of the citizens group opposing the landfill. During the pendency of the appeals, Ms. Ochs and her husband were deposed. During her deposition, Ms. Ochs stated that the construction and operation of the landfill would decrease the property value of her residence property which was located more than two miles from the landfill. Her husband, in his deposition, stated that he was a stockholder in a corporation and a partner in a partnership which had substantial interests in real estate, timber and mineral interests in Farmington Township. He also stated that the construction and operation of the landfill would have a negative pecuniary effect on the mineral interests and that he also believed that the real estate value of the partnership property would be affected negatively. The mineral interests owned by the partnership are adjacent to the landfill and consist of approximately seventy to eighty acres. Your request for an advisory further states: For purposes of this requested opinion, you may assume that it would be the general consensus of opinion that the construction and operation of the landfill would generally adversely affect the value of real estate in the Township, with the extent of the effect to be depending in part upon the closeness of the property to the landfill. For purposes of this opinion, you may assume that the Ochs own the following respective interests in real estate in Farmington Township: (1) Theodore Ochs, as a 12 -1/2% stockholder in a corporation, owns 507 acres; (2) Theodore Ochs, as a 50% partner, owns 114 acres which includes the mineral interests; (3) Theodore Ochs is the sole owner of 121 acres; and (4) Theodore Ochs and Janet M. Ochs own 90 acres (residence property). Letter of September 25, 1992, at 2. Henry Ray Pope, III, Esquire December 4, 1992 Page 3 You state that the law firm representing the landfill claims that Ms. Ochs has a conflict of interest and should not vote on landfill issues. Ms. Ochs claims that she was elected to represent the interests of the Township who were opposed to the landfill and that she should not be precluded from voting on matters involving the landfill. Ms. Ochs has acknowledged that she has a conflict with the landfill owners, but insists that her position is based upon what she and the people who elected her believe are the best interests of the Township. Based upon the above, you request an advisory as to whether Ms. Ochs should abstain from voting upon matters involving the landfill, such as the adoption or enforcement of ordinances which affect the landfill's operation. If a conflict does exist, you ask whether the conflict would cease to exist if Theodore Ochs would divest himself of any partnership interest which he has in real estate interests adjacent to the landfill. Discussion: As a Township Supervisor for Farmington Township in Clarion County, Pennsylvania, Ms. Janet Ochs is a public official as that term is defined under the Ethics Law, and hence she is subject to the provisions of that law. Section 3(a) of the Ethics Law provides: Section 3. Restricted Activities. (a) No public official or public employee shall engage in conduct that constitutes a conflict of interest. The following terms are defined in the Ethics Law as follows: Section 2. 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 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. "Conflict" or "conflict of interest" 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 Henry Ray Pope, III, Esquire December 4, 1992 Page 4 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. "Business with which he is associated." Any business in which the person or a member of the person's immediate family is a director, officer, owner, employee or has a financial interest. "Financial interest." Any financial interest in a legal entity engaged in business for profit which comprises more than 5% of the equity of the business or more than 5% of the assets of the economic interest in indebtedness. In addition, Sections 3(b) and 3(c) of the Ethics Law provide in part that no person shall offer to a public official /employee anything of monetary value and no public official /employee shall solicit or accept anything of monetary value based upon the understanding that the vote, official action, or judgement of the public official /employee would be influenced thereby. Reference is made to these provisions of the law not to imply that there has been or will be any transgression thereof but merely to provide a complete response to the question presented. Section 3(j) of the Ethics Law provides as follows: Section 3. Restricted activities. (j) 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 Henry Ray Pope, III, Esquire December 4, 1992 Page 5 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. If a conflict exists, Section 3(j) requires the public official /employee to abstain and to publicly disclose the abstention and reasons for same, both orally and by filing a written memorandum to that effect with the person recording the minutes or supervisor. In the event that the required abstention results in the inability of the governmental body to take action because a majority is unattainable due to the abstention(s), then in that event participation is permissible provided the disclosure requirements noted above are followed. See, Mlakar, Advice 91 -523- 5. In applying the above provisions of the Ethics Law to the circumstances which you have submitted, pursuant to Section 3(a) of the Ethics Law, 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. It is important to note that the substantive views of Ms. Ochs or her husband would not form the basis for a conflict of interest. However, should Ms. Ochs, an immediate family member, or a business with which Ms. Ochs or an immediate family member is associated, be involved in litigation pertaining to the landfill, a conflict of Henry Ray Pope, III, Esquire December 4, 1992 Page 6 interest would exist for Ms. Ochs. In DeLano, Opinion 88 -008, the State Ethics Commission considered the issue of whether a conflict of interest would exist for a second class township supervisor in matters relating to a proposed landfill when the supervisor was a member of a citizens group involved in litigation as to an existing incinerator on the site of the proposed landfill, which incinerator was operated by the same owners of the landfill but through a different corporate entity. In that case, the Commission found that a conflict existed because of the supervisor's involvement in the litigation, which conflict could be removed by withdrawing from being an active participant in the citizens group and from involvement in the law suit. The Commission stressed: Additionally, this Opinion should not be construed to mean that a candidate's stand on an issue creates a conflict as to his voting on an issue; to the contrary, the Ethics Act does not preclude such action. However, when that public official becomes personally, financially or privately involved with that issue which is separate and apart from his public office, then a conflict exists which requires abstention. DeLano, Opinion 88 -008 at 4. Similarly, in this case, Ms. Ochs' views or those of her husband regarding the landfill would not form the basis for a conflict of interest under the Ethics Law. You have stated that Ms. Ochs has withdrawn as a party to all appeals pertaining to the landfill and has resigned as an active member of the citizens group which opposes the landfill. The facts which you have submitted do not reveal the current status of any such involvement of Ms. Ochs' spouse, other immediate family members, or businesses with which Ms. Ochs or an immediate family member is associated. To the extent any immediate family member of Ms. Ochs -- including her spouse -- or any business with which Ms. Ochs or a member of her immediate family is associated is a party to litigation involving the landfill, Ms. Ochs would have a conflict of interest as to matters involving the landfill. Additionally, there is another, separate basis for the existence of a conflict of interest in this case -- specifically the real estates interests which are involved. Ms. Ochs and Mr. Ochs own ninety acres in Farmington Township as their residence property. Mr. Ochs is the sole owner of an Henry Ray Pope, III, Esquire December 4, 1992 Page 7 additional 121 acres, and is a partial owner of other large tracts of land in Farmington Township. As a 50% partner, Mr. Ochs owns 114 acres adjacent to the landfill which includes mineral interests. As a 12 -1/2% stockholder in a corporation, Mr. Ochs owns 507 acres. Ms. Ochs has previously testified that the construction and operation of the landfill would decrease the property value of the residence property which is located more than two miles away from the landfill. Mr. Ochs has previously testified that the construction and operation of the landfill would have a negative financial effect on the aforesaid mineral interests and that he also believed that the real estate value of the partnership property would be negatively affected. The facts which you have submitted do not reveal the distance from the landfill of Mr. Ochs' other real estate interests or the extent to which they would be affected by the proposed landfill. Given the admissions of Mr. and Ms. Ochs as to the financial impact the landfill would have upon their various real estate interests, a conflict of interest would exist independently on that basis, unless the following exclusionary language set forth in the definition of "conflict or conflict of interest" would apply: 65 P.S. §402. "Conflict" or "conflict of interest" does not include an action . . . 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. The Commission has found that the above exclusionary language does not apply where the nature and /or extent of the real estate holdings of the public official and /or an immediate family member preclude membership within the subclass of typical land owners. Mihalik, Opinion 90 -002 (Conflict existed as to comprehensive sewage plan where supervisor and his brother owned extensive land holdings in township, and had sold an option to purchase property which would be affected by the comprehensive sewage plan both as to value and desirability). See also, Dettra, Opinion 89 -021. In this case, Ms. Ochs has an ownership interest in a ninety acre residence property which she shares with her husband. It appears to be questionable, but the limited submitted facts do not conclusively reveal whether this real estate interest of Ms. Ochs Henry Ray Pope, III, Esquire December 4, 1992 Page 8 would permit her to be considered as a member of the subclass of typical land owners within the Township. However, Mr. Ochs' extensive and varied land holdings would independently establish a conflict of interest for Ms. Ochs. Mr. Ochs is an immediate family member. It is obvious that given Mr. Ochs' extensive land holdings and related interests in timber and minerals, neither Mr. Ochs nor the businesses with which he is associated would fit within a qualifying subclass so as to invoke the application of the aforesaid exclusionary language. Therefore, Ms. Ochs would have a conflict of interest as to matters involving the landfill. In each instance of a conflict of interest, Ms. Ochs would be required to abstain from any participation of any nature whatsoever and to fully satisfy the disclosure requirements of Section 3(j). Your final question is whether a conflict would cease to exist if Mr. Ochs would divest himself of any partnership interest in real estate interests adiacent to the landfill.. Your question cannot be answered on the basis of the limited facts which you have submitted. You have not provided the requisite information as to the extent to which the landfill would affect Mr. Ochs' other extensive land holdings. Additionally, so long as Mr. Ochs would be associated with any given business so affected by the landfill to preclude application of the exclusionary language, a conflict of interest would continue to exist for Ms. Ochs. However, if the Board of Supervisors is a three - member board and would become deadlocked on a matter pertaining to the landfill after Ms. Ochs has fully abstained and complied with the disclosures requirements of Section 3(j), then Section 3(j) of the Ethics Law would allow Ms. Ochs to vote. The propriety of the proposed conduct has only been addressed under the Ethics Law; the applicability of any other statute, code, ordinance, regulation or other code of, conduct other than the Ethics Law has not been considered in that they do not involve an interpretation of the Ethics Law. Specifically not addressed herein is the applicability of the Second Class Township Code. Conclusion: As a Township Supervisor for Farmington Township in Clarion County, Pennsylvania, Ms. Janet Ochs is a public official subject to the provisions of the Ethics Law. Ms. Ochs would have a conflict of interest as to matters pertaining to the proposed landfill in Farmington Township. In each instance of a conflict of interest, Ms. Ochs would be required to abstain from participation of any nature whatsoever and to fully satisfy the disclosure requirements of Section 3(j) of the Ethics Law as set forth above. If the Board is a three- member board, in the event that a deadlock Henry Ray Pope, III, Esquire December 4, 1992 Page 9 would occur due to the abstention of Ms. Ochs, Section 3(j) of the Ethics Law would then allow Ms. Ochs to vote provided she had previously fully abstained and satisfied the disclosure requirements of Section 3(j). Lastly, the propriety of the proposed conduct has only been addressed under the Ethics Law. Pursuant to Section 7(11), this 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, providing the requestor has disclosed truthfully all the material facts and committed the acts complained of in reliance on the Advice given. such. This letter is a public record and will be made available as Finally, if you disagree with this Advice or if you have any reason to challenge same, you may request that the full Commission review this Advice. A personal appearance before the Commission will be scheduled and a formal Opinion from the Commission will be issued. Any such appeal must be in writing and must be received at the Commission within 15 days of the date of this Advice pursuant to 51 Pa. Code §2.12. ncerely, ti;A I Vincent Dopko Chief Counsel