HomeMy WebLinkAbout85-006-R SaundersDear Mr. Saunders:
II. Factual Basis for Determination:
STATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG, PENNSYLVANIA 17120
June 11, 1985
OPINION OF THE COMIMISSION
Robert L. Saunders, Esquire
Mutzabaugh, Mutzabaugh, Saunders & Mattie
P.U. Box 342
236 - 237 South Penn Building
52 Boyleston Street
Bradford, PA 16701 -0342
85 -006 -R
RE: Pension Plan, Township Supervisors; Retroactive Approval by Township
Auditors; Reconsideration
I. Issue: Reconsideration of the Commission Opinion, 85 -006, regarding the
propriety of a pension program covering township supervisors.
On March 20, 1985, the State Ethics Commission issued Opinion 85 -006.
The issue involved in that matter concerned the propriety, under the State
Ethics Act, of a pension program adopted by the township board of supervisors
for Lafayette Township. That plan, which included a certain supervisor, was
originally adopted in 1980. The facts as originally submitted to the State
Ethics Commission, indicated that at the time that said plan was adopted there
was no evidence that the auditors of the township approved participation of
any supervisor - employee in the pension program as part of the compensation
fixed for such persons. The minutes of the meeting of the board of township
auditors for January 3, 1983 did evidence an approval of the program at that
time. These minutes purported to approve the program retroactively to the
date of its initiation in 1980.
Based upon the evidence that had been supplied by Mr. Anthony Alfieri,
Esquire, the original attorney for the township in this matter, the Commission
concluded that there was no evidence that the township board of auditors in
1980 fixed or approved as compensation for the working supervisors
particpaition in the pension program. The Commission further concluded that
the auditors did not have the authority to retroactively approve said pension
program participation as compensation. The Commission finally determined that
the program, as approved in 1983, was in accordance with the State Ethics
Act.
Robert L. Saunders, Esquire
June 11, 1985
Page 2
On April 1, 1985 you forwarded a letter to the Chairman of the State
Ethics Commission requesting that the Commission reconsider this opinion. You
indicated in that letter that you would produce the testimony of the township
auditors and supervisors who would provide further information of this matter.
Subsequent to this request, you forwarded to the Commission the affidavits of
the three township auditors who served in office in September 1980, the date
of the original initiation of the program. These affidavits indicated that
the auditors reviewed the pension program for the particular supervisor
invovlved, approved said program, and established the program as additional
compensation as of 1980,
Based upon the submission of these affidavits, you have asked the
Commission to reconsider the original opinion.
III. Discussion:
At the outset we note that we will not reiterate here the content of our
opinion of March 20, 1985, but will incorporate said opinion herein by
reference. We further believe that the reasoning and conclusions set forth
therein were appropriate as applied to the facts as originally presented to
the Commission.
Generally the regulations of the Ethics Commission provide that:
§2.15.Reconsideration of opinions.
Any person may request within 15 days of service of
the opinion that the Commission reconsider its opinion.
The person requesting reconsideration should present a
detailed explanation setting forth the reasons why the
opinion requires reconsideration. 51 Pa. Code 2.15.
Additionally, the Commission has adopted the long established concept
that granting reconsideration is within the sound discretion of the reviewing
body" and is generally granted to afford an opportunity to adduce testimony or
evidence not offered at the original proceeding because it was not available.
Douglas v. WCAB, 32 Pa. Cmwlth, 156, 377 A.2d 1300 (1977). Rehearing should
not be allowed solely for the purpose of strengthening a weak case or proof or
for the purpose of hearing testimony which may be cumulative. Pennsylvania
Glass - Sand Corp v, WCAB, 46 Pa. Cmwlth. 377, 407 A.2d 76 (1979). See Coyle,
83 -002; Keener- Farley, 84- 005 -R.
We must note that while you have produced certain affidavits that would
be important in reviewing the merits of this matter, we see no reason why
these statements could not have been provided at our original hearing.
Robert L. Saunders, Esquire
June 11, 1985
Page 3
Indeed the initial request for an opinion was forwarded to the Commission
on April 11, 1984, more than a year ago. By letter dated June 20, 1984, we,
in fact, through our General Counsel, requested these exact affidavits. Said
documents were never provided.
Based upon the general standards to be applied, we believe that we could
deny this request. In the interest of fairness, however, and so as not to
adversely impact upon the parties of interest who are not responsible for the
substantial delay in this matter, we will grant your request and reconsider
this matter.
As noted in our previous opinion in this matter, there is no doubt that
pension program or benefits constitutes deferred compensation which must be
fixed by the auditors for supervisors who serve the township as roadworkers,
a orers, etc. See Hoak and McCutcheon v. State Ethics Commission, 77 Pa.
Cmwlth. 529, 466 A.2d 283 (1983). As in Hoak, the actions of a supervisor to
secure and benefit from a pension program paid for by the township are
questionable under the Ethics Act where the plan is established without the
oversight and approval of the township auditors.
Additionally, we note that in response to the Court ruling in Hoak, this
Commission, on December 19, 1983, adopted a Statement of Policy by which to
guide our review of cases similar to the situation raised in Hoak. See 51 Pa.
Code §7.1. When reviewing your request, we have utilized this Statement of
Policy as a guideline.
Of particular importance in this review is the affirmative action of the
township auditors. In Hoak, the Commonwealth Court specifically ruled that
township supervisors have no authority, in the absence of affirmative action
by the township auditors, to purchase pension policies for themselves. Such
was beyond the statutory authority of the supervisors. See Hoak, 466 A.2d 283
at 288.
The State Ethics Commission has previously determined that affidavits of
township auditors of the type submitted here were deemed an acceptable
recordation of the events that originally occurred but were not properly
recorded. Kiniry, 84 -008. We believe that under the facts as now established
the participation of the particular supervisor involved herein was approved
and established as compensation by the township board of auditors as of 1980.
IV. Conclusion:
Given the statement that the auditors apparently approved the
participation of Mr. Wingard in the trust /pension (annuity) program discussed
above, his acceptance of benefits thereunder is not violative of Section 3(a)
of the Ethics Act. Our original Opinion is hereby modified in accordance
herewith.
Robert L. Saunders, Esquire
June 11, 1985
Page 4
Pursuant to Section 7(9)(i), this opinion is a complete defense in any
enforcement proceeding initiated by the Commission, and evidence of good faith
conduct in any civil or criminal proceeding, providing the requestor has
disclosed truthfully all the material facts and committed the acts ccmplained
of in reliance of the advice given.
Finally, any person may request within 15 days of service of the opinion
that the Commission reconsider its opinion. The person requesting reconside-
ration should present a detailed explanation setting forth the reasons why the
opinion requires reconsideration.
JJC /rdp
This letter is a public record and will be made available as such.
By the Commission,
Dr. Leon L. Haley
Vice - Chairman