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HomeMy WebLinkAbout478 ReillyMr. Thomas J. Reilly 103 Brookside Lane Mars, PA 16046 Re: No. 84 -107 -C 84 -108 -C STATE ETHICS COMMISSION 308 FINANCE BUILDING HARRISBURG, PENNSYLVANIA 17120 ORDER OF THE COMMISSION May 2, 1986 Order No. 478 Dear Mr. Reilly: The State Ethics Commission has received a complaint regarding you and a possihle violation of Act 170 of 1978. The Commission has completed its investigation. The individual allegations, conclusions, and findings on which those conclusions are based are as follows: I. Allegation: That you have violated Section 3(b) of the Ethics Act, 65 P S 5403 h • •�, by threatening to evict or, in the alternative, allowing a puhlic official to continue as a tenant in the property you own; known as . Canterbury Village, Inc., which comprises the Borough of Seven Fields in order to influence the official judgment /action of said official within said borough. A. Findings: 1. You are the President and major stockholder of Canterbury Villa e and have held these positions since at least 1979. 9 Inc. 2. You are also the Vice - President of Managers Properties, Inc. 3. Managed Properties, Inc. manages an apartment complex located in Seven Fields Rorough. 4. You are subject to the requirements of Section 3(b) of the Ethics Act insofar as they pertain to any person's involvement with a pub public employee or candidate for public office and their official official, responsibilities. Mr. Thomas J. Reilly Page 2 May 2, 19R6 5. Seven Fields Borough was established by court order in August of 1983. a. You initiated action to secede from Cranberry Township and establi shed Seven Fields Borough. b. You took this action as president of Canterbury Village, Inc. c. Seven Fields Borough consisted of an apartment complex owned by Canterbury Village, Inc. d. The elected officials of Seven Fields Borough were residents of the apartment complex who paid rent to your corporation. 6. In November, 1983, seven persons were elected as borough councilmembers for Seven Fields Borough. They were: a. Dennis J. Springer Rosemary B. Hetrick Bannister B. Allen, III Lee Van Syckle Edward B. Robison Edward J. McCaul Dana F. Anchor b. Dana F. Anchor resigned before the swearing in ceremonies and was replaced by Edwin Watt. c. Lucy A. Rossellini was also elected mayor and Karen Speakman was elected tax collector. 7. During November and December of 1983, the councilmembers, mayor, and tax collector elect met to prepare to take office. According to their records they took the following actions and had the following discussions: a. November 11, 1983: A meeting to acquaint themselves with governmental procedures and requirements. b. November 25, and 27, 1983: Study sessions at the home of Edward Robison. At the November 27th meeting, Mr. Paul Chernicky - acting on your behalf - offered a barn owned by Canterbury Village as a meeting place for the borough. c. November 29, 1983: Meeting between council, a Department of Community Affairs Representative, Jane Finely, and you to discuss the responsibilities of the new borough government. You did not make the beginning of the meeting but telephoned at 7:30 to invite everyone to meet you for dinner and discussions at a local restaurant. Mr. Thomas J. Reilly Page 3 May 2, 1986 d. The meeting was continued at the restaurant where you, your attorney Edward Zemprel li , Tony Morocco, Canterbury Vi 1 lage Building Inspector, Ed Krall, your partner, and Attorney Kenneth Perkins who had handled the election met with the members of council. e. According to members of council you offered an interest free loan to assist the borough in getting on its feet. You deny this statement and claim that council came to you asking for money. 8. December 18, 1983: `Another study session was conducted that included discussion of a tentative budget, a decision to draft several budget possibilities and present them to you and ask for your assistance. 9. December 27, 1983: Councilmembers elect Springer and Allen met with you to discuss tentative budget possibilities and to request a grant for the borough from you. 10. About December 29, 1983 a set of documents containing the following information was ci rculated: a. A memorandum "to the Residents of Seven Fields..." signed "Sincerely, Canterbury Village, Inc." This memorandum noted that the newly formed council was considering enacting taxes and that Canterbury Village as owner and the residents take an active role in the decisions to enact taxes, hire employees, etc. b. A financial outline titled "Proposed by Boro Council" that included proposals for taxes, a buildi ng permit fee, and occupancy permit. c. A second financial outline titled " Proposed by Canterbury Village, Inc." This also involved taxes, building and occupancy permit fees. This document stated that no real property, earned income taxes, or occupational privilege taxes were needed. It also urged enactment of the real estate transfer tax. 11. December 30, 1983: Dr. Robi son ci rculated additional information at your request. His cover letter said "Mr. Reilly has suggested that, if we follow his budget proposal completely, and if he falls short of his predictions about the number of units he sells, he will underwrite the difference to avoid a deficit. He intends to have his attorney write a legal document to this effect." A letter from you was attached. The letter commended the mayor and council on their dedication, said you, as President of Canterbury Village, Inc. were offering the "enclosed proposed budget for your consideration." Documents listing sources of income and another listing of Seven Fields budget expenses were attached. 12. Councilmembers, the mayor and the tax collector officially took office on January 3, 1984 and off.ici al mi nutes show the fol1owi ng: Mr. Thomas J. Reilly Page 4 May 2, 1986 a. January 3, 1984: councilmembers, the mayor and tax collector were sworn in. Edward Robison was elected president of council, Edward McCaul was elected vice - president, Karen Speakman was appointed as borough secretary, and Kenneth D. Perkins as borough solicitor. Mr. Ed Watt was appointed to the vacancy created by the resignation of Dana Anchor. In addition, various ordinances and resolutions were passed and adopted. The meeting ended after discussion by various members of the public who were present. During public discussion you agreed that Mr. Dave Wartor; would continue to provide the borough with police protection and security until a budget was enacted and the bo ^eugh's fiscal matters under control. b, January 9, 1984; the first regular meeting of the council, councilman D. J. Springer, chairperson for the Budget Finance and Tax Committee, reported and pointed out that the "letter received from Canterbury Village, Inc. to all residents was misleading" because it captioned the work study sheet alternatives for the budget as a "proposed budget fc:A the Borough of Seven of Fields ". Ordinance #4 pertaining to any structure within the borough complyi ng with the bui l di ng codes was amended to refuse a b u i l d i n g permit if the structure was not in compliance with the building codes. The motion was made by Councilmember Watt, seconded by Councilmember McCaul and accepted unanimously. The personnel committee was asked to place an ad ir. the Pittsburgh Press asking for resumes for a building inspector position. January 23, 1984: Mr. James Gagliano from the Department cf Community Affairs net with council and explained that it was vital for the community to have order and di rection for the future. Chairman Robison explained that the Borough of Seven Fields had one major land owner who had his own master plan and it would be council'; responsibility to develop a comprehensive plan for the borough .nd devise a planning ordi nance. Mr. Gagli ano pointed out that by law the borough no longer needs a comprehensive plan and may accept developers plans. Other items discussed included the borough's water lines and sewage plant. Mr. McCaul noted that the borough's sewage system was maintained and financed by the developer of Canterbury Village, Inc. On a motion by Councilmember Springer seconded by Councilmember Van Syckle, a borough budget was unanimously adopted. d_ February 13, 1984: Councilman Allen reported that while he did not want to resign from council, he would be required to because he no 1 onger resided within the borough. Mr. Thomas J. Reilly Page 5 May 2, 1986 g. e. February 27, 1984: Councilmember Hetrick read a letter drafted to Canterbury Village, Inc. informing you as president that it was council 's responsibility to review and approve all plans for further development before they are processed through the Butler County Planning Commission and also stating that council members will offer their time to that organization for meetings and deliberations. The draft was accepted as written. In addition, a letter of introduction was sent to Edward P. Zemprelli, attorney for Canterbury Village, Inc. introducing Al Baker as the borough's building inspector /code enforcement officer. The letter included a request for an accurate survey of the borough's boundaries and asked for access to blue prints, water lines, etc. The letter also notified the attorney of the real estate transfer taxes and all real property sales in the borough and noted that they became effective February 23, 1984. f. March 12, 1984: Al Baker, the borough's building inspector and code enforcement officer, reported that he had met with you, Ken Perkins and Tony Morocco, your foreman, and presented the building permit forms and explained fees for the permits. Karen Speakman, Secretary and Tax Collector for the borough, reported that the occupational privilege tax forms were delivered to the office of Canterbury Village, Inc. and are to be paid by March 26, 1984; the building permit forms were delivered to Canterbury Village, Inc. and were due on April 16, 1984. April 9, 1984: You were reported to have offered to absorb the cost for a meeting room at the Quality Inn for the Neighborhood Crime Watch Program meeting with residents, council and the Butler State Police. Solicitor Perkins reported a number of items including letters he would send to Edward Krall and Senator Zemprelli concerning real estate taxes and addresses for tax statements, a request to Canterbury Village to complete and send to the borough the occupational priviledge tax forms which are past due, a request that completed occupancy permits be sent to the borough with payment. These had been sent to Canterbury Village, Inc. March 14, 1984 and must be returned to the borough within thirty days; aski ng Canterbury Village whether a permit application for the sewer plant had been applied for, and asking for specific information pertaining to the sewage treatment plant, water lines, roads, buildings, etc. Councilmember McCaul stated that the new survey of the borough's boundaries had been received from Senator Zemprelli but the boundaries still did not close. A meeting was planned with Senator Zemprelli later that week or the next week. Mr. Thomas J. Reilly Page 6 h. April 23, 1984: Secretary Karen Speakman reported that occupational privilege tax forms had been delivered to Mrs. Maryann Palma on February 27, 1984 and were due on July 31, 1984. The occupancy permits due April 4, 1984 and Canterbury Village, Inc. was deli nquent. The secretary also reported that reference to the occupancy permits was made in a communication to Senator Zemprelli (your attorney) from Solicitor Perkins February 22, 1984. Reference was again made to them in a registered letter sent to Canterbury Village, Inc. April 11, 1984. They were discussed with Mr. Krall and Senator Zemprelli at a meeting March 29, 1984, and referred once again i n communications i n writing from Borough Soli citor Perkins expressing the pertinence of these forms to the Borough for tax records of April 10, 1984 to the Senator. In a letter from Senator Zemprelli April 4, 1984, no mention was made of the occupancy permits." President Robison added that he wanted to schedule a meeting "Lo later than next week, otherwise attempts will have to be made to correct the occupancy permit deli nquenci es." i. May 14, 1984: Borough Solicitor Perkins resigned explaining that his firm also represented Canterbury Village, Inc. and he was resigning in the spirit of the code of professional responsibil'ty requiring the avoidance of conflicts of interest. Ccuncil President Robison reported that he had been notified by you that he is no longer welcome to reside in the development and that he had been informed that a law suit for liable had been filed against him by you or Canterbury Village, Inc. for a statement he had made at the April 23, 1984 council meeting. He stated that May 30th was the apparent deadline for leaving his home. Karen Speakman, the borough secretary and tax collector, reported that she had been asked to leave the Borough of Seven Fields. She had been told on May 4, 1984, by Borough Solicitor Ken Perkins, that she would either have to retract or clarify information printed on the report she gave at the April 23, 1984 council meeting or she would be required to leave the borough. He stated that she had also received a telephone call from you sayi ng that you believed that she was not happy living in the borough, she should leave. You also told her you were not renewing her lease, but as of that date she had not received an eviction notice. May 29, 1984, President Robison announced that he had letters of intent to resign from Councilperson's Hetrick, McCaul, Van Syckle, and himself and also had letters from Mayor Rosel li ni and Tax Collector Speakman. Mr. McCaul was going to resign due to 1 May 2, 1986 Mr. Thomas J. Reilly Page 7 May 2, 19R6 circumstances beyond council 's control, Ms. Hetrick I s letter stated that she was going to resign because other members of council had been treated and exposed to threats to the pursuit of home and happiness and she did not wish to live with those problems, Councilmember Van Syckle stated in his letter that an elected governing body cannot be manipulated and perform effectively. As his last action, he asked Solicitor Weinrich to petition the court to appoint new members from the community to fill the council vacancies. President Robison noted that he had been force to relocate outside of the Borough of Seven Fields. 13. Various councilmembers were notified that they could not continue to be tenants in the Borough of Seven Fields as follows: a. Edward Robison, President of Council; (1) January 23, 1984, a letter notifying him to vacate the premises known as 120 Mosside Loop within thirty days of the date of the letter because the term of his lease had expired. This letter was signed by Ronald M. Buick, Attorney for the landlord. (2) January 24, 1984, a letter signed by you as President of Canterbury Village, Inc. notifying Mr. Robison that this was a formal notice for him to vacate his premises within thirty days of the date of the notice because his lease had expired. (3) February 1, 1984, a letter from you notifying him that the previous thirty day notice to vacate his premises was not in affect as of the date noted and that he would be on a month -to -month lease as of March 1, 1984. (4) April 30, 1984, a letter from you as President of Canterbury Village, Inc. notifying Mr. Robison to vacate the premises within thirty days of the date of the notice because the term of the lease had expired. b. Bannister J. Allen; a letter of January 2, 1984, telling him that because of his refusal to sign a lease renewal and his repeated late rental payments for the months of October, November, and December of 1983 and January, 1984 you were exercising your 30 day option and directed him to vacate his premises by January 31, 1984. On January 23, 1984, Mr. Bannister responded to your letter which he noted was posted on his door on January 11, 1984. He stated that he had not refused to sign a lease renewal because he had never been offered one, that although the grace period for the January rent did not end until January 5, 1984, you Mr. Thomas J. Reilly Page 8 May 2, 19R6 have al ready stated that in a letter dated January 2, 1984 that his rent was late, and that January was the only month which he had paid a late charge. In addition he noted that his rent check for December, 1983 did clear his bank on the second deposit and this was the only time that had happened. 14. On June 14, 1985, you were interviewed. Your Attorney, Senator Edward Zemprelli, was present at the interview. At this interview you made the following statements: a. Borough council came to you for money, you did not offer them an interest free loan to get council started. b. Council had not prepared a budget but a list of things to do and had asked for your suggestions. You took their list and made your suggestions based upon what you had done with the services over the past three years. e. You sent no letters to the tenants telling them what your recommendations were. d. That you told council that if they got into a situation where they needed help, that you would take over the services because you had been doing those services for the past three years. e. You did meet with Councilmen Springer and Allen about budget suggestions but they didn't want to hear your suggestions. - f. That no one had been evicted nor had any person not had their lease renewed because of activities on council. That you had never called Council President Robison on the phone and accused him of threatening you with bad publicity. That neither you nor your attorney had asked council to remove Mr. Al Baker from his position as zoning enforcement officer. h. That Council President Robison had called you and at that time you told him that if he dosen't like living in Seven Fields, he should move. 1 . That you did not ask Attorney Perkins to tell Karen Speakman that unless she retracted statements made to the press, that she would be the next to go. That you do not have an automatic lease renewal policy. g. • Mr. Thomas J. Reilly Page 9 May 2, 1985 B. Discussion: The State Ethics Act provides as follows: Section 3. Restricted activities. (b) No person shall offer or give to a public official or public employee or candidate for public office or a member of his immediate family or a business with which he is associated, and no public official or public employee or candidate for public office shall solicit or accept, anything of value, including a gift, loan, political contribution, reward, or promise of future employment based on any understanding that the vote, official action, or judgment of the public official or public employee or candidate for public office would be influenced thereby. 65 P.S. 403(b). Clearly, under the above provision of law, if any person makes any offer of anything of value to a public official, in order to influence that official's public actions, that person would be in violation of the above provision of law. In the instant situation, we must initially note that when the apartment development, owned by you, petitioned the court to become a borough and when that petition was granted incorporating the Borough of Seven Fields, the individuals who were elected to the position of borough councilmember, mayor and tax collector became public officials within the purview of the State Ethics Act. See 53 P.S. §45202; 65 P.S. §402. The Borough of Seven Fields became a governmental body within the definition as set forth in the State Ethics Act and that governmental body became subject to the Borough Code as well. As a result, if you had, as a person and private developer, offered the individuals who were elected to positions of office in the Borough of Seven Fields, anything of value, based upon the understanding that their official judgement would be influenced thereby, you would be in violation of the State Ethics Act. A review of the findings in this matter indicates the following: 1. On November 27, 1983, a meeting place was offered to the members of borough council in order to conduct business (Finding 7b). 2. On November 29, you invited the councilmembers to dinner at a local restaurant. (Finding 7c). 3. It is alleged that you offered the members of borough council an interest free loan in order to assist the borough in initiating its operation. You have denied this statement but rather assert that the borough councilmembers came to you seeking a loan. (Finding 7e). Mr. Thomas J. Reilly Page 10 May 2, 1986 4. Dr. Robison, a member of borough council, indicated in a letter dated December 30, 1983 that you had offered a suggested budget for consideration to the borough council and further offered to underwrite any deficit that would develop as a result of your failure to sell development units. This was the only indication of this offer and a review of the proposed budget submitted by you does not contain reference to this particular offer. (Finding 11). 5. On April 9, 1984, it was reported that you offered to absorb the cost of a meeting involving a Neighborhood Crime Watch Program held by borough council and the residents. 6. On January 23, 1984, you requested the president of the borough, Edward Robison, to vacate the premises in the Borough of Seven Fields that he was leasing from you. Also in January of 1982, you had requested t'iat Bannister J. Allen, another member of the borough council, vacate the premises which he leased from the Borough of Seven Fields. Tax Collector Speakman stated that she would be evicted if she did not alter a borough report. Based upon a complete review of all of the circumstances contained in this situation, we do not believe that there is a sufficient amount of evidence to clearly indicate that you violated Section 403(b) of the State Ethics Act. The offer to provide a meeting place for the borough council and the offer to meet with the individuals during dinner at a local restaurant do not appear to have been made with the intent to influence any action by the borough council . The borough council , at that poi nt i n time, was a newly elected body and no facilities were available for the conduct of official business. Therefore, we do not believe that these situations rise to a level of a violation of the Act. With relation to the offer of an interest -free loan, while such may have been a violation of the Act, if provable, there is conflicting evidence as to the actual occurrence of this situation and, therefore, we do not believe that we can find a violation of the Act. Simila.°ly, with relation to the offer to underwrite the cost of any deficit if caused by Canterbury Villiage's failure to sell units in the development, the only evidence existing is the statement made by Mr. Robison in his letter of December 30, 1983. We do not believe that this, i n and of it :elf, i s sufficient to find a violation of the Act. A more troubling question is presented by the fact that you had forwarded notices to vacate the premises to two members of borough council and allegedly threatened a third officer with eviction. The notices were forwarded in January of 1983. In fact., on January 23, 1983, Mr. Robison received his notice. This date is the same date on which borough council decided that it wz.s going to implement its own planni ng ordi nance. A measure that could have an adverse effect on your development efforts. Additionally, during the period from January, 84 through March of 84, the borough council was considering the implementation of various ordinances, building Mr. Thomas J. Reilly Page 11 May 2, 1986 requirements, occupational privilege fees, and other taxes that would affect you as the primary landowner and only developer in the community. As a result, it is arguable that your efforts to terminate the leases of Mr. Robison and Mr. Allen were calculated to intimidate them to act in a certain way. On the other hand, we must note that Mr. Robi son's lease had in fact terminated and there was no automatic renewal provision in the lease. In addition, Mr. Allen apparently had been late in paying rent on several occasions and had encountered some additional problems in paying rent. As a result, it is equally arguable that you had just cause for the termination of these leases. Additionally, the only evidence in relation to the allegation that you threatened the tax collector with eviction is her statement and your denial. Because of the conflicting situation, we do not believe that the evidence clearly establishes that you violated Section 403(b) of the State Ethics Act when you attempted to terminate the leases of two members of borough council who had been active in suggesting the implementation of programs and proposals that would be to the detriment of your private venture. While we have found no violation of the State Ethics Act in the instant situation, we feel that it is necessary to make several comments relating thereto. Initially, we do not believe that you are sensitive to the fact that once the Borough of Seven Fields was incorporated, it became a public body; the members of which are public officials. You must deal with these officials at this point in time as public officials. That is, you must not offer these individuals anything of value if you will also be presenting the council with various proposals for building, zoning, or anything else that will enure to the benefit of your private corporation. Such offers clearly can be perceived as attempts to influence the official decisions of borough council. You are a private developer and owner of most, if not all, of the land situated in the borough. As a result, you will be proceeding before borough council routinely in order to obtain the approval of council regarding various projects. Council will be obligated to make decisions in relation to your projects. These individuals are now to be considered public officials who are to serve the public trust and not the personal interest of your corporation or projects. As a result, you must stay detached from the dealings of borough council in relation to projects that involve your private corporation or financial i nterest. We advise that you must, i n the future, refrain from offering anything to the members of borough council if they have been or will be considering proposals that relate to your private dealings. In addition to the foregoing, we feel equally obligated to comment upon what appears to be a most incompatible situation. The members of borough council are residents of the Borough of Seven Fields only because they rent units from your corporation. A member of borough council, in order to serve on the council, must be a registered elector and resident of the borough. That is, these individuals can only serve on borough if they live in your development. These individuals, however, do not own their property, but Mr. Thomas J. Reilly Page 12 May 2, 1986 rather lease the property from you. As a result, in effect, you are able to terminate, at will, the term of office of any borough councilmember who is leasing from you. This may be done simply by failing to renew the lease of the individual. The individual would then be forced to vacate the premises and, therefore, leave the borough. As the owner of the real estate in the borough and as the only developer who will be submitting proposals to the borough, we believe that this presents a most incompatible situation. We do not understand how the members of borough council will be able to, without engaging in conflicts of interest, rule upon matters that involve the individual from whom they rent their premises. While we do not here address this particular situation, we feel obligated to make note of it and advise that you must proceed cautiously when involved in such situations. C. Conclusion: Based on all of the foregoing information, we do not believe that there is sufficient evidence to warrant a finding that you were in violation of the State Ethics Act. We do note, however, that as the owner of most of the land in the Borough of Seven Fields and as the landlord for all of the Lorough councilmembers, you must proceed cautiously in your dealings wth the council as these individuals are public officials who must now rule upon matters involving your personal private interests. Our files in this case will remain confidential in accordance with Section 8(a) of the Ethics Act, 65 P.S. 408(a). However, this Order is final and will be made available as a public document 15 days after service (defined as nailing) unless you file documentation with the Commission which justifies reconsideration and /or challenges pertinent factual findings. See 51 Pa. Code 2.3C. During this 15 -day period, no one, including the Respondent unless he waives his right to challenge this Order, may violate this confidentiality by releasing, discussing or circulating this Order. Any person who violates the confidentiality of a Commission proceeding is guilty of a misdemeanor and shall be fined not more than $1,000 or imprisoned for not more than one year or both, see 65 P.S. 409(e). By the Commission, G. Sieber Pancoast Chai rman