HomeMy WebLinkAbout95-010 FernanI. ISSUE:
John R. Fernan, Esquire
John H. Foradora, Esquire
Fernan, Whitney & Masson
P.O. Box 467
Ridgway, PA 15853
STATE ETHICS COMMISSION
308 FINANCE BUILDING
HARRISBURG, PENNSYLVANIA 17120
OPINION OF THE COMMISSION
Before: Daneen E. Reese, Chair
Austin M. Lee, Vice Chair
Roy W. Wilt
Allan M. Kluger
Rev. Joseph G. Quinn
John R. Showers
Boyd E. Wolff
DATE DECIDED: 12/7/95
DATE MAILED: 12/15/95
95 -010
Re: Solicitor; Solicitor for County Row Officers; FIS; Appeal of
Advice
Dear Messrs. Fernan and Foradora:
This Opinion is issued pursuant to the appeal of Advice of
Counsel, No. 95 -612 issued October 25, 1995.
Whether a solicitor for a county row officer is required to
file Statements of Financial Interests under the Public Official
and Employee Ethics Law.
II. FACTUAL BASIS FOR DgTERMINATION:
By FAX transmission received on November 13, 1995, you
appealed Advice of Counsel, No. 95 -612 issued October 25, 1995. By
letter dated November 20, 1995, you were notified of the date, time
and location of the public meeting.
Fernan, John E., and Foradora, John H.
December 15, 1995
Page 2
Advice of Counsel, No. 95 -612 concluded that as Solicitors for
the Register and Recorder of Elk County and the Treasurer of Elk
County, each of you would be required to file a Statement of
Financial Interests for each year in which you hold these positions
and for the year following termination of service.
After noting that there is no judicial precedent on the
precise issue which you have raised, the Advice of Counsel noted
that the Commission has been directed to construe coverage of the
Ethics Act broadly and to construe exclusions from such coverage
narrowly. Phillips v. State Ethics Commission, 79 Pa. Commw. 491,
470 A.2d 659 (1984). The Advice of Counsel cited Powell, Opinion
89 -025, wherein this Commission held that the Solicitor for the Elk
County Industrial Development Authority was subject to the
requirement to file Statements of Financial Interests, as well as
Confidential Opinion No. 94 -009 wherein this Commission held that
a school district solicitor was a "public official /public employee"
subject to the Ethics Law. The Advice further cited Section 4(a)
of the Ethics Law, 65 P.S. §404(a), which requires public
officials /public employees and specifically solicitors for
political subdivisions to file Statements of Financial Interests,
as well as the definition of "political subdivision," which
specifically includes counties. 65 P.S. §402.
The Advice summarized your argument as being that solicitors
for county row officers are not required to file because the
definition of "political subdivision," which specifically includes
counties, does not specifically enumerate county row officers.
The analysis of the Advice was that as Solicitors for Elk
County row officers, your existence as well as the existence of the
row officers is prescribed by the County Code. It was stated that
Elk County row officers do not exist independently of Elk County
and that therefore, as Solicitors for these Elk County officers,
"you are Solicitors "for" the County." Id. at 4. The Advice cited
the Statutory Construction Act of 1972 as providing that it is not
the intention of the General Assembly that a statute be construed
in such a way as to reach an absurd result or one that is
"impossible of execution or unreasonable." 1 Pa.C.S. §1922(1).
The Advice further noted the rules of Statutory Construction which
would require that the Ethics Law be construed to ascertain and
effectuate the General Assembly's intent, 1 Pa.C.S. §1901, and that
words which are not defined, such as the word "county" which would
be particularly significant in this case, must be construed
according to their common and approved usage. 1 Pa.C.S. §1903.
The Advice opined that your interpretation of Section 4(a) and
the definition of "political subdivision" set forth in the Ethics
Law would lead to an absurd result, such that each and every
division and unit in local, county and state government would have
to be set forth at length in the statutory definition of "political
Fernan, John E., and Foradora, John H.
December 15, 1995
Page 3
subdivision" to reach the General Assembly's intended effect, and
that under the present definition, high level public officials such
as Commonwealth cabinet heads could decline to file the form, on
the basis that they serve their individual agency rather than the
"Commonwealth."
Finally, the Advice of Counsel responded to an argument which
you had raised -- that by filing the form you would violate the
Ethics Law -- by noting that even if your theory were to be
accepted, voluntary filings are permitted by the Ethics Law. 65
P.S. §407(4). The Advice cautioned that such was not to be
construed as viewing your filing to be voluntary.
In your letter appealing the Advice of Counsel, you have
presented the following arguments.
You state your belief that your position as set forth in your
original request for advice, dated September 22, 1995, is correct
according to law and that the Advice of Counsel is erroneous.
With regard to the conclusion of the Advice of Counsel that as
Solicitors for Elk County row officers you are Solicitors "for" the
County, you state that at least one of you has represented row
officers at various times in the past. One of you served as Elk
County Solicitor for the period 1976 to 1980. You note that during
that time, there was litigation directly between Elk County row
officers and Elk County, and you have provided a list of five such
lawsuits, each of which names an Elk County row officer and either
the Elk County Commissioners or Elk County as parties. You note
that several times lawsuits were avoided by negotiations between
the row officers and the County through their Solicitors. You cite
the Rules of Professional Conduct, specifically Rule 1.7, which
provides that an attorney may not simultaneously represent two
competing clients in a controversy. You state that whenever either
of you has represented a row officer in any one of the aforesaid
lawsuits, you did not represent the County of Elk and were not
Solicitor for the County. In each case where one of you
represented a row officer, the County Solicitor or special counsel
assisting the County Solicitor was the Solicitor "for" the County.
You note that every case was "hard fought" even if it ultimately
settled prior to trial. You state that it would be ludicrous to
suggest that in any of the lawsuits, the attorney for the row
officer was the Solicitor "for" the County.
You additionally note that as Solicitor for a row officer,
there is frequently representation of that row officer which is
clearly antagonistic to the County. You cite as an example
instances where either of you have appeared as Solicitor for row
officers seeking a pay increase from the County Salary Board. You
state that the attorney cannot simultaneously be Solicitor "for"
the County. You state that when either of you advises the County
Fernan, John E., and Foradora, John H.
December 15, 1995
Page 4
Treasurer not to sign County checks signed by the County
Commissioners, you clearly are not acting as Solicitor "for" the
County. As a further example, you state that when either of you
participates in probate proceedings either as advisor to the
Register of Wills or as hearing officer acting on behalf of the
Register of Wills, you are clearly not acting as Solicitor "for"
the County.
You cite the portion of the Advice of Counsel which noted that
the existence of the Elk County row officers is statutorily
prescribed by the County Code, and that such officers do not exist
independently of the County but are within and are part of the Elk
County government. Fernan /Foradora, Advice of Counsel, No. 95 -612
at 4. You state your view that this conclusion would "fly in the
face" of the following language in the Pennsylvania Constitution:
County officers shall consist of commissioners,
controllers or auditors, district attorneys, public
defenders, treasurers, sheriffs, registers of wills,
recorders of deeds, prothonotaries, clerks of the courts,
and such others as may from time to time be provided by
law.
Pennsylvania Constitution, Article 9, § 4. Thus, you state that
the Register of Wills, Recorder of Deeds, Clerk of Orphan's Court,
and Treasurer are constitutional offices and not merely statutory
offices.
You conclude your letter of appeal by asserting that the
Ethics Law "should not be stretched to include persons clearly
beyond its purview." Letter of November 13, 1995, at 3.
III. DISCUSSION:
The issue before us is whether, as Solicitors for the Register
and Recorder of Elk County and the Treasurer of Elk County, you are
subject to the requirement of the Ethics Law to file Statements of
Financial Interests. Our review of this matter is de novo.
However, having thoroughly reviewed the Advice of Counsel, your
initial request for an advisory, and your letter of appeal, we find
that the arguments supporting each side of this issue have been
thoroughly presented in the documents before us.
We begin our analysis by reviewing the pertinent provisions of
the statute.
Section 4(a) of the Ethics Law provides as follows:
Section 4. Statement of financial interests
Fernan, John E., and Foradora, John H.
December 15, 1995
Page 5
required to be filed
(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. §404(a).
The term "political subdivision" is defined as follows:
Section 2. Definitions
"Political subdivision." Any county,
city, borough, incorporated town, township,
school district, vocational school, county
institution district, and any authority,
entity or body organized by the afore-
mentioned. 65 P.S. §402.
As the Advice of Counsel noted, we have some precedents under
Act 9 of 1989 which pertain to Solicitors. In Powell, Opinion 89-
025, we held that the Solicitor for the Elk County Industrial
Development Authority was subject to the filing requirement.
However, that Authority was organized by Elk County and therefore
was indisputably within the definition of political subdivision.
In Confidential Opinion No. 94 -009, we held that a School
District Solicitor was a "public official /public employee" subject
to the Ethics Law. See also, apataro, Opinion 89 -009. It is our
view that a solicitor is a "public official /public employee," and
this status affords a separate and independent basis for concluding
Fernan, John E., and Foradora, John H.
December 15, 1995
Page 6
that you are required to file Statements of Financial Interests
pursuant to the Ethics Law. However, in this Opinion, we do not
reach that issue based upon our disposition of the other issues
which have been raised.
The Advice and your letters have focused upon the final
sentence of Section 4(a) which provides as follows: "Persons who
are full -time or part -time solicitors for political subdivisions
are required to file under this section." 65 P.S. §404(a). The
question is whether county row officers are to be viewed as part of
the political subdivision of the county and consequently, whether,
as Solicitors for Elk County row officers, you are solicitors "for"
Elk County.
Having reviewed all of the arguments which have been advanced,
we are constrained to affirm the Advice of Counsel and deny your
appeal.
It is clear to us that your argument confuses being a
Solicitor "for" the County with being the County Solicitor. Your
status as Solicitors working "for" Elk County is not negated by the
fact that you render your services to only certain County officers.
We agree with the Advice of Counsel that a given political
subdivision may and usually is itself comprised of numerous
divisions, units and offices which may require separate legal
representation, yet all are still part of that same political
subdivision. It is our view that the attorneys for those entities
are likewise attorneys for the political subdivision itself, even
though, within the parameters of the Rules of Professional Conduct,
they may at times be representing different and conflicting
interests. Furthermore, in interpreting the Ethics Law, this
Commission is not required to consult or give deference to your
profession's Rules of Professional Conduct.
It is significant that you, and the County row officers who
retain you, are paid by the County, with County checks, from County
funds, pursuant to budgets (which include salaries) submitted to
the County for County approval. Without the County, none of you
would get paid.
Pursuant to Section 4(a), Statements of Financial Interests
are to be filed with the governing authority of the political
subdivision by which the individual is employed or within which he
is elected or appointed. In this case, that political subdivision
is clearly Elk County.
Finally, as for the fact that the existence of county row
officers is not only statutorily provided but is also
constitutionally provided, the point merely adds further support to
our conclusion that county row officers are in fact part of the
county and do not exist independently of it. Indeed, they are
Fernan, John E., and Foradora, John H.
December 15, 1995
Page 7
county officers not only by virtue of a statute but by mandate of
the Pennsylvania Constitution itself.
We agree with the statutory construction analysis set forth in
the Advice of Counsel and conclude that in your respective
capacities as Solicitors for the Elk County Register of Wills,
Recorder of Deeds, and Treasurer, you are required to file
Statements of Financial Interests pursuant to Section 4(a) of the
Ethics Law. The appeal is denied and Advice of Counsel, No. 95 -612
is affirmed.
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.
IV. CONCLUSION:
A solicitor for a county row officer is required to file a
Statement of Financial Interests for each year the position is held
and for the year following termination of service. The appeal of
Advice of Counsel, No. 95 -612 is denied. Advice of Counsel, No.
95 -612 is affirmed.
Pursuant to Section 7(10), the person who acts in good faith
on this opinion issued to him shall not be subject to criminal or
civil penalties for so acting provided the material facts are as
stated in the request.
such.
This letter is a public record and will be made available as
Finally, any person may request the Commission to reconsider
its Opinion. The reconsideration request must be received at this
Commission within fifteen days of the mailing date of this Opinion.
The person requesting reconsideration should present a detailed
explanation setting forth the reasons why the Opinion requires
reconsideration.
y the Commis 'on,
0MA/us/KJ
Daneen E. Reese
Chair