HomeMy WebLinkAbout042-S PortIN RE: JOAN PORT
Respondent
STATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG. PENNSYLVANIA 17120
Before: James M. Howley, Chair
Daneen E. Reese, Vice Chair
Roy W. Wilt
Austin M. Lee
Allan M. Kluger
File Docket: 92 -071 -P
Date Decided: December 10, 1992
Date Mailed: December 15, 1992
The State Ethics Commission received information regarding
possible violation(s) of Section 4 and /or Section 5 of the Public
Official and Employee Ethics Law ( "Ethics Law "), Act 9 of 1989, 65
P.S. §401 et seq. Written Notice was mailed to Respondent in
accordance with Section (7)(5) of the Ethics Law, as to which there
was no response. A Notice and Order to Show Cause was issued and
served upon Respondent. An Answer was not filed and a hearing was
deemed waived. The record is complete. This adjudication of the
Commission is hereby issued, which sets forth Findings of Fact,
Discussion, Conclusions of Law and Order.
This Adjudication is final and is a public document.
Reconsideration may be requested. A request for reconsideration,
however, does not affect the finality of this adjudication. A
reconsideration request must be received at this Commission within
fifteen days of issuance and must include a detailed explanation of
the reasons as to why reconsideration should be granted in
conformity with 51 Pa. Code § §2.38(b),(c).
Joan Port
December 15, 1992
Page 2
I. FINDINGS:
1. Respondent Joan Port is an adult individual who resides or
maintains a mailing address at 1846 Zion Road, Bellefonte,
Pennsylvania 16823.
2.. Respondent is now and at all times relevant to these
proceedings has been an Auditor for Spring Township in Centre
County, Pennsylvania.
(a) Respondent specifically held the aforesaid position in
1990, 1991 and 1992.
3. Respondent did not timely file Statements of Financial
Interests for calendar years 1989, 1990 and 1991 with Spring
Township.
4. A Notice letter dated July 6, 1992 and a final Notice letter
dated August 11, 1992 were served upon Respondent by this
Commission. The said Notice letters stated in detail the
specific allegations against Respondent concerning the
delinquency of Respondent's Statements of Financial Interests
for calendar years 1989, 1990 and 1991 and the penalties for
failure to file or for filing a deficient Statement of
Financial Interests. The said Notice letters provided
Respondent an opportunity to avoid the institution of these
civil penalty proceedings by filing accurate and complete
Statements of Financial Interests for calendar years 1989,
1990 and 1991 within twenty (20) days of the dates of the
respective Notice letters.
(a) The records of the State Ethics Commission reflect that
the aforesaid Notice letters were issued to Respondent at
R.D. #5, Box 87, Bellefonte, Pennsylvania 16823.
5. Respondent did not file Statements of Financial Interests for
calendar years 1989, 1990 and 1991 with Spring Township on or
before the expiration of twenty days from the date of the said
final Notice letter.
6. An Order to Show Cause was issued to Respondent in this matter
on September 4, 1992.
(a) The records of the State Ethics Commission reflect that
the said Order to Show Cause was issued to Respondent at
R.D. #5, Box 87, Bellefonte, Pennsylvania 16823.
7. On October 16, 1992, after the thirty -day period for
responding to the Order to Show Cause had expired, the State
Ethics Commission received the following documents submitted
Joan Port
December 15, 1992
Page 3
by Respondent: Petition to Respond to Order to Show Cause and
Allegations Nunc Pro Tunc (hereinafter "Petition "); Response
to Order to Show Cause and Allegations (hereinafter
"Response "); and Statement of Respondent Joan Port
(hereinafter "Statement ").
8. In support of her Petition, Respondent avers the following:
(a) That Respondent received the Notice and Order to Show
Cause, and subsequently contacted Assistant Counsel for
the Commission on September 15, 1992 in a good faith
effort to ascertain the nature of the aforesaid documents
served upon her;
(b) That after the conversation with Assistant Counsel,
Respondent attempted to obtain the assistance of legal
counsel without success, and was unable to secure the
assistance of counsel until October 13, 1992, due to a
delay in securing an appointment as well as her
responsibilities to her family business; and
(c) That Respondent has in good faith attempted to comply
with the Order to Show Cause.
9. The Response and the Statement which Respondent asks this
Commission to consider allege:
(a) A denial of the mailing address used by the Commission
and a proffered address of 1846 Zion Road, Bellefonte,
Pennsylvania 16823;
(b) An admission that Respondent failed to file Statements of
Financial Interests as required by the Ethics Law for
calendar years 1989, 1990 and 1991 with regard to her
duties as an Auditor with the municipality of Spring
Township, Centre County, Pennsylvania;
(c) An admission that to the extent Respondent was lawfully
required to file the said Statements of Financial
Interests, Respondent failed to comply with Sections 4
and 5 of the Ethics Law;
(d) That Respondent's failure to so comply was not willful,
intentional or maliciously done;
(e) That prior to receiving the Statement of Financial
Interests forms from the Commission in the July 6 and
August 11, 1992 Notice letters, Respondent had not
received said forms from Spring Township;
Joan Port
December 15, 1992
Page 4
That other employees of the municipality have similarly
not been provided with such forms such that Respondent
avers that the failure to obtain these forms and to file
them would be due in part to the municipality's omission
to advise Respondent of her obligation to do so as well
as to provide the necessary forms for completion;
That Respondent was not aware of the existence of forms
for the calendar years in question until Respondent's
aforesaid discussions with Assistant Counsel for the
Commission in September, 1992;
(h) An admission that Respondent received the aforesaid
Notice letters dated July 6 and August 11, 1992 and was
served with Notice in accordance with Section 7(5) of the
Ethics Law of the specific allegations against her and
that she failed to prepare and file said forms;
That although Respondent admits receiving the aforesaid
Notices from this Commission, she did not understand the
legal significance of these documents and due to omission
in setting these documents aside, she did not pursue a
detailed follow -up to these documents;
That Respondent did not refuse to comply with the
specific requirements of the Ethics Law, but instead did
not understand the significance of the forms and failed
to comply with the state laws and regulations;
(k) A confirmation of Respondent's receipt of the Notice and
Order to Show Cause subsequent to September 4, 1992, and
Respondent's contact to Assistant Counsel for the
Commission on September 15, 1992, in a good faith effort
to understand and resolve this matter;
(1) That although it may have been discussed with said
Assistant Counsel, Respondent did not fully understand
the significance of the Order to Show Cause and documents
that had been provided and her obligation to consult an
attorney to prepare and file a timely response to the
allegations, but rather that Respondent believed that the
matter could still be resolved through some informal
means without the expense of an attorney;
(m) Respondent's failure to respond in a timely fashion due
to family business demands and her reservation about the
expense of involving an attorney;
(n) That when she realized the deadline for a response had
passed, Respondent contacted her attorney;
(f)
(g)
(i)
(j)
Joan Port
December 15, 1992
Page 5
(o) Respondent's inability to secure an appointment with her
attorney until October 13, 1992, being due in part to
said attorney's schedule as well as the Columbus Day
holiday on October 12;
That Respondent now understands the requirements as
explained by Assistant Counsel for the Commission as well
as by Respondent's attorney;
That Respondent has filed the required Statements of
Financial Interests with the State Ethics Commission
mailed through United Parcel Service on September 18,
1992, and October 12, 1992 respectively; and
(r) That the aforesaid circumstances constitute mitigating
circumstances.
10. As a matter of public record, Respondent filed Statements of
Financial Interests for calendar years 1989, 1990 and 1991
after issuance of the Order to Show Cause.
(a) The Statements of Financial Interests for calendar years
1989 and 1990 are dated October 8, 1992, and were
received by this Commission on October 13, 1992.
(b) The Statement of Financial Interests for calendar year
1991 is dated September 18, 1992, and was received by
this Commission on September 22, 1992.
(c) Blocks 13 and 15 of the Statement of Financial Interests
for calendar year 1989 are incomplete.
(d) Block 8 of the Statement of Financial Interests for
calendar year 1990 is incomplete.
II. DISCUSSION:
Respondent is now and at all times relevant to these
proceedings has been an Auditor for Spring Township in Centre
County, Pennsylvania. Respondent specifically held the aforesaid
position in 1990, 1991, and 1992.
As an Auditor for Spring Township, Respondent is a "public
official" as that term is defined under the Public Official and
Employee Ethics Law ( "Ethics Law "), 65 P.S. S401, et sect., and as
such, Respondent is subject to the provisions of the Ethics Law.
Pursuant to Section 4(a) of the Ethics Law, Respondent is
required to file a Statement of Financial Interests for the
preceding calendar year with Spring Township each year Respondent
Joan Port
December 15, 1992
Page 6
holds the above position and the year after Respondent leaves said
position:
(a) Each public official of the Commonwealth shall
file a statement of financial interests for the preceding
calendar year with the commission no later than May 1 of
each year that he holds such a position and of the year
after he leaves such a position. Each public employee
and public official of the Commonwealth shall file a
statement of financial interests for the preceding
calendar year with the department, agency, body or bureau
in which he is employed or to which he is appointed or
elected no later than May 1 of each year that he holds
such a position and of the year after he leaves such a
position. Any other public employee or public official
shall file a statement of financial interests with the
governing authority-of the political subdivision by which
he is employed or within which he is appointed or elected
no later than May 1 of each year that he holds such a
position and of the year after he leaves such a position.
Persons who are full -time or part -time solicitors for
political subdivisions are required to file under this
section.
65 P.S. 5404(a).
Section 4(d) of the Ethics Law provides:
(d) No public official shall be allowed to take the
oath of office or enter or continue upon his duties, nor
shall he receive compensation from public funds, unless
he has filed a statement of financial interests as
required by this act.
65 P.S. 5404(d).
Before addressing the substantive merits of this case,
Respondent's Petition by which she seeks to respond to the Order to
Show Cause nunc pro tunc must first be addressed. In this regard,
Respondent asks this Commission to grant her the opportunity to
present for the Commission's consideration a Response to the Order
to Show Cause and a Statement, despite the fact that Respondent
failed to meet the deadline for doing so.
In reviewing Respondent's arguments in support of her
Petition, we are simply unpersuaded that there is any valid basis
for granting Respondent's Petition. First, Respondent received the
Notice and Order to Show Cause issued September 4, 1992. The
Notice attached to the Order to Show Cause clearly sets forth the
process and the deadline for filing an answer to the Order to Show
Joan Port
December 15, 1992
Page 7
Cause, and includes a recommendation that the documents be taken to
an attorney at once. Second, Respondent contacted Assistant
Counsel for the Commission "to ascertain the nature" of the Notice
and Order to Show Cause on September 15, 1992 -- still twenty days
before a response was due. According to the Commission file,
during the course of this telephone conversation, it was again
suggested to Respondent that she consult with an attorney in this
matter. It is clear that Respondent had an ample opportunity to
respond to the Order to Show Cause, whether she chose to retain
counsel or not. Respondent's mere, general assertion that she
attempted but was unable to secure the assistance of counsel until
October 13, 1992, due to an unspecified "delay" in securing an
appointment as well as unspecified responsibilities to her family
business, fails to present the sort of exigent factual
circumstances which could justify a request to submit a response
nunc pro tunc. Any delay in securing legal representation and /or
responding to the Order to Show Cause was the fault of Respondent.
Respondent's Petition to Respond to Order to Show Cause and
Allegations Nunc Pro Tunc is denied.
In passing, we note that although the Petition has been denied
on its own averments, we are concerned that Port's proffered
Statement appears to contradict her Petition in that it indicates
that Port did not even contact her attorney until after the
deadline for filing a response to the Order to Show Cause had
already passed.
Turning now to the substantive merits of this case, factually,
Respondent failed to timely file Statements of Financial Interests
for calendar years 1989, 1990 and 1991 with Spring Township, which
constitutes a failure to comply with Sections 4 and 5 of the Ethics
Law. 65 P.S. § 5404, 405.
Section 9(f) of the Ethics Law provides as follows:
(f) In addition to any other civil remedy or
criminal penalty provided for in this act, the commission
may, after notice has been served in accordance with
section 7(5) and upon a majority vote of its members,
levy a civil penalty upon any person subject to this act
who fails to file a statement of financial interests in
a timely manner or who files a deficient statement of
financial interests, at a rate of not more than $25 for
each day such statement remains delinquent or deficient.
The maximum penalty payable under this paragraph is $250.
65 P.S. 5409(f).
An application of Section 9(f) to this case establishes that
this Commission has the discretion to levy a maximum civil penalty
Joan Port
December 15, 1992
Page 8
against the Respondent for each such delinquent or deficient
Statement of Financial Interests.
The prerequisite service of a Notice letter in accordance with
Section 7(5) was satisfied.
Furthermore, upon being notified of the above transgressions,
Respondent did not remedy Respondent's failure to comply with the
Ethics Law, although she was given until the expiration of twenty
days from the date of the final Notice letter in which to comply so
as to avoid the institution of these formal proceedings. This
Commission then instituted formal proceedings against Respondent by
issuing an Order to Show Cause, ordering Respondent to show cause
why a civil penalty should not be levied against her. Respondent
did not timely file an answer to the Order to Show Cause. There is
nothing of record which would constitute a defense or excuse for
Respondent's failure to comply with the Ethics Law. Respondent has
failed to show cause why a civil penalty should not be levied
against her in this matter.
It is noted that following the issuance of the Order to Show
Cause, Respondent filed Statements of Financial Interests for
calendar years 1989, 1990 and 1991, as noted in Finding 11 above.
The aforesaid Statements of Financial Interests for calendar years
1989 and 1990 are deficient. Blocks 13 and 15 on the Statement of
Financial Interests for calendar year 1989 are incomplete. Block
8 on the Statement of Financial Interests for calendar year 1990 is
incomplete.
Based upon the totality of circumstances in this case, this
Commission would have the discretion to assess three maximum civil
penalties against Respondent, for total civil penalty liability of
$750.00. However, given that Respondent does not have a history of
prior civil penalty proceedings with this Commission, we have
determined that an appropriate exercise of our discretion in this
case would be to assess a lesser civil penalty. We hereby levy a
civil penalty against Respondent Joan Port in the total amount of
$250.00.
Respondent shall be ordered to file amended, complete and
accurate Statements of Financial Interests for calendar years 1989
and 1990.
III. CONCLUSIONS OF LAW:
1. Respondent Joan Port, as an Auditor for Spring Township in
Centre County, Pennsylvania is now and at all times relevant
to these proceedings has been a "public official" subject to
the provisions of the Ethics Law, Act 9 of 1989, 65 P.S. S401
et sea.
Joan Port
December 15, 1992
Page 9
2. Respondent's Petition to Respond to Order to Show Cause and
Allegations Nunc Pro Tunc is denied.
3. Respondent failed to comply with Sections 4 and 5 of the
Ethics Law when Respondent failed to timely file Statements of
Financial Interests for calendar years 1989, 1990 and 1991
with Spring Township.
4. Notice of the delinquency of Respondent's Statements of
Financial Interests for calendar years 1989, 1990 and 1991 was
previously served upon Respondent in accordance with Section
7(5) of the Ethics Law, 65 P.S. S407(5).
5. Based upon the totality of the circumstances in this case, a
civil penalty is warranted.
IN RE: JOAN PORT
Respondent
File Docket: 92 -071 -P
Date Decided: December 10, 1992
Date Mailed: December 15, 1992
ORDER NO. 042 -
1. Respondent Joan Port's Petition to Respond to Order to Show
Cause and Allegations Nunc Pro Tunc is denied.
2. Joan Port, as an Auditor for Spring Township in Centre County,
Pennsylvania failed to comply with Sections 4 and 5 of the
Ethics Law, 65 P.S. SS404, 405, by failing to timely file
Statements of Financial Interests for calendar years 1989,
1990 and 1991 with Spring Township.
3. Based upon the circumstances of this case, a civil penalty is
hereby levied against Respondent Joan Port in the total amount
of $250.00.
4. Respondent Joan Port is ordered to pay the above civil penalty
in the total amount of $250.00 within thirty days of the
issuance of this Order, by forwarding a check to this
Commission payable to the Commonwealth of Pennsylvania for
deposit in the State Treasury.
5. Respondent Joan Port is directed within 30 days of issuance of
this Order to file amended, complete and accurate Statements
of Financial Interests for calendar years 1989 and 1990 with
Spring Township, providing full financial disclosure as
required by the Ethics Law, and to forward copies of same to
this Commission at the following address to evidence
compliance:
State Ethics Commission
309 Finance Building
P.O. Box 11470
Harrisburg, PA 17108 -1470
Attention: Robin M. Hittie, Assistant Counsel
6. Failure to comply with any provision of this Order will result
in the initiation of an appropriate enforcement action.
BY THE COMMISSION,
James M. Howley,