HomeMy WebLinkAbout81-010 WellsJ. Ernest Wells, Esq.
Insurance Department
1342 Strawberry Square
Harrisburg, PA 17120
STATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG, PENNSYLVANIA 17120
OPINION OF THE COMMISSION
September 28, 1981
RE: Application of Ethics Act, Chief Hearing Examiner
Dear Mr. Wells:
I. Issue:
You question whether you are a public official or
employee required to file a Financial Interest Statement by
the Ethics Act.
II. Factual Basis for Determination.
- 81 -010
Procedurally, you were advised by the Office of Budget
and Administration that you should file a Financial
Interest Statement as required by the Ethics Act. You filed an
appeal from that conclusion and an Advice of Counsel was
issued to you on June 11, 1981, No. 81 -16A. You registered
an appeal from this Advice. The State Ethics Commission
conducted a meeting on September 23, 1981 at which you and a
colleague, Mr. Strohecker, appeared. You provided factual
and legal arguments to the Commission at that time.
You are a member of the Bar employed by the Pennsylvania
Insurance Department; your official job title is Hearing
Examiner and you provided us with your official job descrip-
tion which is incorporated here by reference. A Hearing
Examiner is responsible for conducting formal administrative
hearings on agent and company discipline appeals from policy
form disapprovals as well as interpretation of and enforce-
ment of Insurance Department regulations, consideration of
company mergers and acquisitions. You are also involved in
rate regulatory proceedings. Because of lack of staff and
your experience in the field of construction bonding you
occasionally provide legal advice to the Counsel for the
Liquidation Department. At the time of hearing before the
J. Ernest Wells
September 23, 1981
Page 3
an agency is also deemed to be a "public official." See 51
Pa. Code. Your job description places you in such a relation
ship to the Insurance Commissioner. Therefore, you are both
a public employee and a public official. These will be
discussed more fully below and support the ruling made at
our meeting of September 23, 1981.
Fundamentally, you are employed by the Commonwealth in
its Insurance Department. You take official action i* the
course of holding hearings and make recommendations t� the
Commissioner of Insurance. These are clearly non - ministerial
actions; equally clear is the fact that your decisions or
recommendations regulate insurance companies and individuals
in the Commonwealth. Additionally, decisions or recommendations
about company mergers or rate making obviously have greater
than de minimus economic impact on the interests of insurance
companies, their shareholders and policy holders.
Your duties are more than sufficient to bring you within
the Act's definition of "public employee." It remains only
to consider whether the fact that you are an attorney and
perform duties equivalent to those of an Administrative Law
Judge exempts you from the definition of "public employee"
or "public official" category under the Act or our regulations
respectively. The order of the Commonwealth Court
in Ballou v. State Ethics Commission, 424 A.2d 938 (1980) is
explicit: public efiployees and public officials
serving as attorneys may not constitutionally be required to
file Financial Interest Statements (emphasis added). Not
every lawyer employed by the Commonwealth is necessarily
serving as an attorney. Most importantly, you did not
through your written documents or at hearing provide us with
any evidence that you have been appointed as an attorney
responsible for rendering legal advice to the Insurance
Department as provided by the Commonwealth Attorney's Act.
Act 164 of 1980 71 P.S. §732 - 201(c); 732 - 301(1) or 732 -
401. We cannot, therefore, assume that you are officially
and legally serving as an attorney even though you may
incidentally render legal advice on occasion. Further,
assuming your duties make you an Administrative Law Judge in
fact, if not in name, an Administrative Law Judge is not
part of the integrated judiciary subject to the exclusive
and inherent jurisdiction of the Pennsylvania Supreme Court.
Thus, there is no logical or legal precedent to render
application of the Ethics Act to your case invalid.
Mailing Address:
STATE ETHICS COMMISSION
P.O. BOX 1 179
HARRISBURG, PA 17108
TELEPHONE: (717) 783 -1610
PENNSYLVANIA STATE ETHICS COMMISSION
RESOLUTION
Mr. James R. Doran served the citizens of the
Commonwealth through membership on the State Ethics Com-
mission from its inception to January 25, 1981.
He served through the most difficult times: the
beginning and early development stages for which no pre-
cedent or guideline was available.
His integrity, intelligence and good sense applied
with objectivity and fairness significantly contributed to
the success of the Commission.
The Commission extends its appreciation and gra-
titude and wishes him well in all of his endeavors.
AUL J6/ SMITH
Chairman
State Ethics Commission • 308 Finance Building • Harrisburg, Pennsylvania