HomeMy WebLinkAbout1438 PeakIn Re: Linda Peak,
Respondent
File Docket:
X -ref:
Date Decided:
Date Mailed:
Before: Louis W. Fryman, Chair
John J. Bolger, Vice Chair
Donald M. McCurdy
Paul M. Henry
Nicholas A. Colafella
06 -033
Order No. 1438
6/11/07
6/29/07
This is a final adjudication of the State Ethics Commission.
Procedurally, the Investigative Division of the State Ethics Commission conducted
an investigation regarding a possible violation of the Public Official and Employee Ethics
Act ( "Ethics Act "), 65 Pa.C.S. § 1101 et seq., by the above -named Respondent. At the
commencement of its investigation, the Investigative Division served upon Respondent
written notice of the specific allegations. Upon completion of its investigation, the
Investigative Division issued and served upon Respondent a Findings Report identified as
an "Investigative Complaint." An Answer was not filed and a hearing was not requested. A
Stipulation of Findings and a Consent Agreement waiving an evidentiary hearing were
submitted by the parties to the Commission for consideration. The Stipulation of Findings
is quoted as the Findings in this Order. The Consent Agreement has been approved.
This adjudication of the State Ethics Commission is issued under the Ethics Act and
will be made available as a public document thirty days after the mailing date noted above.
However, reconsideration may be requested. Any reconsideration request must be
received at this Commission within thirty days of the mailing date and must include a
detailed explanation of the reasons as to why reconsideration should be granted in
conformity with 51 Pa. Code § 21.29(b). A request for reconsideration will not affect the
finality of this adjudication but will defer its public release pending action on the request by
the Commission.
The files in this case will remain confidential in accordance with the Ethics Act. Any
person who violates such confidentiality commits a misdemeanor and, upon conviction,
may be subject to a fine of not more than $1,000 or imprisonment for not more than one
year. Confidentiality does not preclude discussing this case with an attorney at law.
Peak, 06 -033
Page 2
I. ALLEGATIONS:
That Linda Peak, a public official /public employee, in her capacity as
Secretary /Treasurer for Deer Creek Township, Mercer County, violated Sections 1103(a)
and 1104(a) provisions of the State Ethics Act (Act 93 of 1998), 65 Pa.C.S. § §1103(a) and
1104(a), when she used the authority of her office for a private pecuniary benefit when she
issued checks to herself and /or for her personal benefit from township accounts and
altered said checks to conceal that funds were being paid to her or for her benefit; and
when she failed to file Statements of Financial Interests for the 2003 and 2004 calendar
years.
II. FINDINGS:
1. Linda Peak served as the Secretary /Treasurer of Deer Creek Township, Mercer
County, from January 6, 1992, through December 31, 2004.
a. Peak worked part -time in the secretary /treasurer position.
1. Peak had no set number of hours to work in her position.
b. Peak was not re- appointed as the secretary /treasurer at the January 3,
2005, township re- organization meeting.
2. As the township secretary /treasurer, Peak was responsible for, amongst others, the
following duties:
a. Preparation of meeting agendas, bills to be approved by the board;
b. Custody and maintenance of all township financial records including making
deposits /withdrawals;
c. Preparation of checks for payment /issuance;
d. Signature authority over all township accounts;
e. Taking minutes at monthly meetings;
f. Retention and preservation of township documents /records;
g. Receiving and forwarding complaints to the board of supervisors; and
h. Various administrative duties.
3. The Deer Creek Township Municipal Building is located at 889 Milledgeville Road,
Hadley, PA 16130.
a. The township office was constructed in the mid- 1990's.
b. Prior to the construction of the office, township meetings were conducted in
the maintenance garage that housed township equipment.
4. While serving as secretary /treasurer, Peak conducted her township duties and
responsibilities from her home.
a. From at least 2001 through 2004, Peak's home mailing address was 51
Grange Road, Cochranton, PA 16314.
Peak, 06 -033
Page 3
b. From at least 2001 through 2004, Deer Creek Township financial records
document the township mailing address as 51 Grange Road, Cochranton,
PA 16314.
1. The township office had no mailbox in which to receive mail during
Peak's tenure.
5. Peak maintained township records at the township office with the exception of the
current month's records, which were stored at her home.
a. Peak had sole control and physical custody of the township records
including: bank statements; cancelled checks; check registers; and
checkbooks; all of which were maintained at her residence.
1. Peak occasionally left the township checkbooks in her office at the
township building on a temporary basis.
b. For at least the last four years of Peak's service as secretary /treasurer, all
township records, other than current month's records, were stored at the
township office.
6. Peak did not keep a regular schedule of hours at the township office.
a. Individuals needing to meet with Peak to address township business were
required to make an appointment to see Peak at her residence.
7 Deer Creek Township is a Second Class Township governed by a three - member
board of supervisors.
a. The board of supervisors held one regular meeting per month during Peak's
tenure.
b. The specific day on which meetings were held varied during Peak's tenure.
8. Voting at council meetings normally occurred in group "aye /nay" fashion.
a. Abstentions or objections which occurred were not specifically noted in the
minutes.
b. Minutes of each meeting were approved for accuracy at each subsequent
meeting of the board.
9. The Board of Supervisors was generally not aware, until immediately prior to a
monthly meeting, of matters to be considered and bills to be paid.
a. Peak did not supply the supervisors with a meeting packet for review prior to
the monthly meetings.
b. Peak provided the supervisors with the meeting agenda and the previous
month's minutes immediately prior to the convening of the monthly meetings.
c. No listing of the monthly bills was created for review prior to monthly
meetings.
10. Peak presented the monthly bills /invoices to the board for review and approval at
the monthly meetings.
Account Number
Account Name
Account Address
xxxxx3
Deer Creek Township
Supervisors
General Fund
51 Grange Road
Cochranton, Pa
16314
xxxxx1
Deer Creek Township
Supervisors
State Fund
51 Grange Road
Cochranton, Pa
16314
xxxxx8
Deer Creek Township
Payroll
51 Grange Road
Cochranton, Pa
16314
xxxxx4
Deer Creek Township
Supervisors
State Fund
51 Grange Road
Cochranton, Pa
16314
Peak, 06 -033
Page 4
a. The supervisors individually reviewed each bill /invoice present at the
monthly meeting.
b. The supervisors signified their approval of the bill /invoice by initialing the
bill /invoice.
c. A motion and vote to approve payment of the monthly bills occurred after all
bills /invoices present had been reviewed.
11. Checks in payment of bills /invoices were not normally issued until approved by the
supervisors at the monthly meetings.
a. Peak had the authority to issue checks to various vendors /companies without
prior approval to avoid accrual of late fees.
12. Signature authority over township accounts (the General Fund, Payroll Fund, State
Fund, and Hi -Fi Account) was maintained by Peak and all three supervisors.
a. Township accounts required Peak's signature and the signature of any one
of the three township supervisors.
13. From at least 2001 through 2004, Deer Creek Township utilized a name stamp with
the signatures of all four signatories to authorize township checks.
a. Only one facsimile stamp existed for the township from 2001 through 2004.
b. Peak maintained custody of the facsimile stamp at her residence.
14. Checks brought to the meetings by Peak for authorization were prepared in
advance with all required information (i.e. check date, payee, amount, etc.).
a. Peak affixed the facsimile stamp to the checks once the bills /invoices were
approved by the supervisors.
1. Peak affixed the facsimile stamp on the checks at the actual meeting
or at home after the meeting.
b. The supervisors did not review the actual checks to be issued.
15. Between the periods of March 1, 2001, through December 31, 2004, various bank
accounts existed in the name of Deer Creek Township at Mercer County State Bank
(MCSB) as shown below:
Peak, 06 -033
Page 5
a. The State Fund Account assigned under Account No. xxxxx4 is also known
as a Public Hi -Fi Account.
1. The classification "Public Hi -Fi Account" is an internal classification
utilized by Mercer County State Bank to represent public funds
invested in an interest bearing money market account.
b. The Payroll Account assigned under Account No. xxxxxx8 carried no balance
from April 23, 2004, through December 31, 2004.
1. Payroll checks have been issued from the General Fund Account
(Account No. xxxxx3) from April 2004 through the present.
16. Peak, in her capacity as secretary /treasurer, maintained custody and control over
[the] township's financial accounts as outlined in finding No. 24.
17. Peak, as the township secretary /treasurer, had sole control and custody over Deer
Creek Township finances.
a. Peak maintained custody of the township financial records, including
township checkbooks, at her home residence.
b. Peak received all financial statements and cancelled checks at her home
residence.
c. Peak was responsible for the generation and distribution of all checks to be
issued.
d. Supervisors rarely reviewed checks prior to issuance as Peak used the
facsimile stamp for supervisor approval.
18. From January 2001 through December 2004, Peak's salary as the township
secretary /treasurer, as approved by the township supervisors, was $550.00 per
month (gross wages) plus $35.00 for meeting attendance.
a. The township supervisors established Peak's wages annually at the
township reorganization meeting.
b. Peak was also compensated for issuing permits as the township Building
Permit Officer.
19. Peak issued herself one township check per month as payment for her salary as the
township secretary /treasurer.
a. Peak also received checks noting compensation received for serving as the
township Building Permit Officer.
1. Peak was to receive $10.00 of the applicable building permit fee as
documented in minutes of the April 14, 1997, supervisors meeting.
b. Additional checks occasionally received by Peak were reimbursements
received for attendance at conferences, seminars, etc.; personal payment of
township materials; and mileage.
20. From at least March 2001 through December 2004, Linda Peak maintained
signature authority over at least two personal accounts utilized by Peak and her
husband (Bobbie Peak) for personal matters as shown below:
Check
Number
Account
Check
Date
Check
Amount
Operating
Payee
Disposition of
Funds
5464
04/09/01
$6,245.81
Atlantic Corp.
Negotiated - Atlantic
XX000(5245
07/24/90 - 12/31/04
Peak/Bobbie Peak
Corp.
5699
04/20/02
$350.00
Peak
Deposit Acct # X-
1336
5716
05/16/02
$1,107.12
Atlantic
Negotiated - Atlantic
5914
07/20/03
$540.00
Peak
Deposit Acct # X-
1336
5968
05/04/03
$7,000.00
L &D Enterprise
Deposit Acct # X-
1336
Total
$15,242.93
Bank
Name
Account
No.
Operating
Dates
Authorized
Signatories
PSECU
)00000 336
02/26/01- 12/31/04
Peak/Bobbie Peak
PSECU
XX000(5245
07/24/90 - 12/31/04
Peak/Bobbie Peak
Peak, 06 -033
Page 6
*PSECU represents the Pennsylvania State Employee Credit Union.
a. Linda Peak opened Account No. X -1336 on February 26, 2001.
b. Bobbie Peak opened Account No. X -5245 on July 24, 1990.
21. Between 2001 and May 2003 Peak used her position as Secretary /Treasurer to
issue payments to herself, or to her creditors, using township accounts for
payments which were not part of her authorized compensation.
a. Two payments were issued to a mortgage company holding the mortgage on
Peak's personal residence.
22. From April 2001 through May 2003, Peak, as the township secretary /treasurer,
issued at least five checks to herself, or companies on her behalf, from the township
General Fund (Account No. xxxxx3) totaling $15,242.93 of funds not due as
compensation to Peak as shown below:
a. Atlantic Corp. /Atlantc (aka Atlantic Mortgage and Investment Corp.) is
currently known as ABN AMRO, a mortgage company located in
Jacksonville, Florida.
1. Atlantic Mortgage and Investment Corp. was purchased by ABN
AMRO in August 2000; however, no formal name change occurred
until 2002.
b. L &D Enterprise is a non - existing business.
1. L &D Enterprise is a fictitious name created by Peak to give the
impression that it was a legitimate township vendor.
c. Peak utilized the township facsimile stamp to place the necessary authorized
signatures on the checks.
1. No township supervisors signed any of these checks.
23. Of the five checks generated and negotiated /issued by Peak, three were deposited
into accounts over which Peak held signature authority; the remaining two were
Check
Number
Check
Amount
Check
Date
Original
Endorsement
Deposit
Date
Altered
Payee
Deposit
Amount
5464
Deposit
Information
5699
5699
$350.00
04/20/02
04/20/02
$350.00
Deposit PSECU Acct
#X -1336
5968
$7,000.00
05/04/03
05/19/03
$7,000.00
Deposit PSECU Acct
#X -1336
5914
$540.00
07/20/03
07/23/03
$540.00
Deposit PSECU Acct
#X -1336
Total
$7,890.00
Check
Number
Check
Date
Original
Payee
Original
Endorsement
Altered
Payee
Altered
Endorsement
5464
$6,245.81
5699
04/20/02
Linda
Peak
Linda Peak
Chess
Service
For Deposit
Only
5914
07/20/03
Linda
Linda Peak
Walsh
For Deposit
Check
Number
Check
Amount
Check
Date
Negotiation
Date
Negotiation
Information
5464
$6,245.81
04/09/01
04/13/01
Negotiated - Atlantic
5716
$1,107.12
05/16/02
05/21/02
Negotiated - Atlantic
Total
$7,352.93
Peak, 06 -033
Page 7
negotiated by Atlantic Mortgage and Investment Corp. as shown below:
a. Checks deposited to Peak's account:
1. Peak's signature is present as the endorsing signature on the reverse
of each check.
2. All checks listed above were deposited into Peak's account at PSECU
(Account No. )00X -X(- 1336).
b. Checks payable to mortgage company:
1 The Mortgage for Peak's residence 's through Atlantic Mortgage and
Investment Company (currently ABN AMRO).
2. Peak issued check numbers 5464 and 5716 to Atlantic Mortgage and
Investment Corp. as payment on her Mortgage under loan number
0001033523.
3. Check numbers 5464 and 5716 were credited to Peak's Mortgage
under loan number 0001033523 on April 12, 2001, and May 20, 2002,
respectively.
24. Peak intentionally attempted to conceal her misappropriation of township funds by
altering the name of the payee on four of the five checks documented in Finding No.
31 (check numbers 5699, 5716, 5914, and 5968).
a. Peak altered the cancelled checks once received at her home from Mercer
County State Bank (MCSB).
25. Peak utilized correction fluid to conceal herself as the original payee of check
numbers 5699 and 5914 by "whiting" out her name as payee and inserting as the
payee the names of companies with which the township conducted business as
shown below:
Check
Number
Check
Date
Original
Payee
Original
Endorsement
Altered
Payee
Altered
Endorsement
05 -16 -02
Atlantic
For Deposit
Only
Atlantic Corp.
Walsh
Equipment
For Deposit
Only
5968
05/04/03
L &D
Enterprise
For Deposit
Only
L &D Enterprise
Peak
Grove City
Paving
For Deposit
Only
Grove City
Paving
Peak, 06 -033
Page 8
Peak
Equipment
Only
a. Chess Service is a fuel oil business located in Sheakleyville, PA.
1. Chess service records note no purchases of any kind by Deer Creek
Township in 2002 that total $350.00.
b. Walsh Equipment is a municipal and industrial supply company located in
Butler, PA.
1. Walsh Equipment billed the township $860.46 through invoice
numbers 314604 ($815.49) and 315417 ($44.97) for materials
purchased in July and August 2003.
2. Peak wrote on invoice number 314604, "Advised only owes $540.00
due to credit" in order to conceal the fact that check number 5914 had
been originally issued in her name.
3. Peak subsequently issued Walsh Equipment Township General Fund
check number 6034, dated 11/21/03, in the amount of $860.46 in
payment of invoice numbers 314604 and 315417.
c. Peak altered the endorsements on check numbers 5699 and 5914 from her
signature to For deposit only" in an additional effort to conceal that she had
misappropriated the funds into her personal accounts.
26. Peak utilized correction fluid to "whiteout" Atlantic Corp. and L &D Enterprises as
original payees of check numbers 5716 and 5968 and then inserted the names of
companies with which the township conducted business in an effort to conceal that
she issued township checks for her personal use.
a. Wa sh Equipment conducted no business with the township in 2002 which
resulted in a single invoice or multiple invoices totaling the amount
documented on check number 5716 ($1,107.12).
1. Walsh Equipment records document no invoice issued to Deer Creek
Township in the amount of $1,107.12 in 2002.
b. Grove City Paving, Inc. is a resurfacing and paving company located in
Grove City, PA.
1. Peak manufactured Grove City Paving invoice number 1121, dated
April 2, 2003, in the amount of $7,000.00 to represent the purchase
and delivery of MC -70 liquid asphalt and #1B limestone to the
township.
2. Grove City Paving records document invoice number 1121, dated
Meeting
Date
Check
Number
Check Listed
On Register'
Documented
Recipient
Actual
Recipient
05/13/02
5699
Yes
Chess Service
Peak
06/04/02
5716
Yes
Walsh Equipment
Peak
06/03/03
5968
No
N/A
N/A
08/05/03
5914
No
N/A
N/A
Peak, 06 -033
Page 9
October 10, 2003, in the amount of $800.00 for the hauling of various
stone for a private resident in Stoneboro, PA.
3. Peak created invoice number 1121 to be maintained in the township
files to support check number 5968 due to the amount of check
number 5968.
c. Peak altered the endorsement on check numbers 5716 and 5968 from her
signature to For deposit only" and for deposit only Grove City Paving"
respectively in an additional effort to conceal her misappropriation.
27. Peak did not attempt to alter or conceal Atlantic Corp. as the payee on township
check number 5464.
a. Peak's home telephone number and "Spreader Box" were written in the
memo section of the check in an effort to conceal that the check was written
for Peak's mortgage.
28. Peak intentionally listed false information in official Deer Creek Township meeting
minutes by identifying the altered payee on checks in an attempt to further conceal
her misappropriation of township funds for her personal purposes.
a. The register of checks issued by Peak as documented in various minutes
(with the exception of Check No. 5464 to Atlantic) listed the altered payee on
the checks as the receiving entity or some checks were omitted from the
register as listed below:
1. The check register incorporated into the minutes of the May 1, 2001,
meeting document Check No. 5464 issued to Atlantic.
29. Check Nos. 5968 and 5914 were hand written into the check registers of the
applicable meetings minutes with Grove City Paving and Walsh Equipment reported
as the respective recipients.
a. Check Nos. 5968 and 5914 were hand written into the registers of the
applicable meeting minutes by Peak at the direction of the township auditors.
1. When conducting the annual 2003 audit the township auditors
discovered that check numbers 5968 and 5914 had not been
documented in the applicable minutes and directed Peak to insert the
checks in the minutes.
30. Township checks 5699 and 5614 were deposited into personal accounts over which
Peak had signature authority and were utilized for personal use, mortgage
payments and insurance premiums.
31. Peak deposited check number 5699 in the amount of $350.00 into her personal
Account No. X -1336 on April 20, 2002.
a. Peak completed an ATM withdrawal from Account No. X -1336 in the amount
Peak, 06 -033
Page 10
of $341.50 after the $350.00 deposit.
b. The existing balance in the account prior to Peak depositing check number
5699 was $18.03.
c. The specific use of the funds withdrawn could not be determined.
32. Peak deposited check number 5968 in the amount of $7,000.00 into personal
Account No. X -1336 on May 19, 2003.
1. On May 22, 2003, Peak obtained Cashiers Check No. 1895578 from PSECU
in the amount of $7,438.45 to be credited to her Mortgage Loan (No.
0001033523) representative of missed payments and fees incurred.
2. The $7,438.45 was debited from the Peak's personal account (Account No.
X -1336) at PSECU on May 22, 2003.
3. The existing balance in the account prior to Peak depositing check number
5968 was $1,261.55.
4. Without the deposit of township funds Peak would not have been able to
make the payment for her personal mortgage.
33. Peak deposited township check number 5914 in the amount of $540.00 into her
personal Account No. X -1336 on July 23, 2003.
a. On July 20, 2003, Peak issued check number 524 from the Peak's joint
personal account (Account No. X -1336) to State Farm Insurance in the
amount of $538.74 as payment for insurance premiums due.
b. The existing balance in the account prior to Peak depositing check number
524 was $29.90.
c. Without the deposit of township funds Peak would not have been able to
make the insurance premium payment.
34. Peak, as the secretary /treasurer for Deer Creek Township, realized a private
pecuniary gain of $15,242.93 as a result of issuing township checks to herself
and /or companies on her behalf to which she was not entitled as shown below:
a. Peak issued two checks totaling $7,352.93 to Atlantic Corp. /Atlantic
representative of mortgage payments and miscellaneous fees due.
b. Peak issued one check to L &D Enterprise, a non - existent company, totaling
$7,000.00 which Peak deposited into her personal account at PSECU and
subsequently utilized to make payment on her mortgage and miscellaneous
fees incurred.
c. Peak issued two checks to herself in the amount of $890.00 which Peak
deposited into her personal account at PSECU and subsequently utilized for
payment for insurance premiums and other personal use.
THE FOLLOWING FINDINGS RELATE TO ALLEGATIONS
THAT PEAK FAILED TO FILE STATEMENTS OF
FINANCIAL INTERESTS FOR CALENDAR YEARS 2003 AND 2004
Peak, 06 -033
Page 11
35. Statement of Financial Interests filing requirements for public officials and public
employees are mandated by Section 1104 of the State Ethics Act.
a. Peak was required to file Statements of Financial Interests by May 1
annually in her position as Deer Creek Township Secretary /Treasurer.
36. Peak was aware of the requirement to file Statements of Financial Interests in her
position as secretary /treasurer.
a. Peak completed and filed a Statement of Financial Interests for calendar
year 2001.
b. Peak in her position as Secretary /Treasurer was responsible for the
maintenance and preservation of forms filed with the township.
37. On June 1, 2006, a Statement of Financial Interests Compliance Review was
conducted for Deer Creek Township.
a. No Statements of Financial Interests could be located at the township for
Peak regarding calendar years 2003 or 2004.
b. The township maintained no dedicated or systematic filing mechanism for
the tracking of Statement of Financial Interests filings.
c. Given the disarray of the township's filing system, sufficient evidence could
not be developed to prove Peak did not in fact timely file her Statement of
Financial Interests form for calendar years 2003 and 2004.
38. In a sworn statement provided to Commission Investigators on January 18, 2007,
Peak admitted the following information:
a. Peak admitted writing township check numbers 5464, 5716, and 5968 in the
amounts of $6,245.81, $1,107.12, and $7,000.00 respectively for the
purpose of paying her mortgage and miscellaneous fees /late fees due.
1. Peak admitted altering the payee of the checks, with the exception of
check number 5464, once cancelled and received from the bank in an
effort to conceal the misappropriation.
b. Peak admitted to writing township check numbers 5699 and 5914 in the
amounts of $350.00 and $540.00 respectively for personal use to which she
was not legitimately entitled.
1. Peak admitted altering the payee of the checks once cancelled and
received from the bank in an effort to conceal the misappropriation.
c. Peak denied purchasing and utilizing the digital camera paid for with
township check number 6105.
1. Peak claimed the camera was purchased with the knowledge of the
supervisors for the purpose of documenting road damage.
2. Peak provided no explanation regarding why the Reliable invoice had
been altered to represent the purchase of a photocopier cartridge.
d. Peak denied failing to file Statements of Financial Interests for calendar
Description
Amount
Checks Payable to Atlantic Corp. /Atlantic
$7,352.93
Check Payable to L &D Enterprise
$7,000.00
Checks Originally Payable to Peak
$890.00
Total Financial Gain
$15,242.93
Peak, 06 -033
Page 12
years 2003 and 2004.
1. Peak did not have personal copies of her 2003 and 2004 calendar
year Statements of Financial Interests to substantiate her claim.
2. Peak claimed her Statements of Financial interests had been filed
timely with the township.
e. Peak expressed a willingness to pay restitution to the township for the
misappropriated funds.
39. Peak realized a total financial gain of approximately $15,242.93 in her position as
Deer Creek Township secretary /treasurer by misappropriating township funds
through the issuance of at least six checks to herself and /or companies on her
behalf as shown below:
III. DISCUSSION:
As Secretary /Treasurer of Deer Creek Township ( "Township "), Mercer County, from
January 6, 1992, through December 31, 2004, Respondent Linda Peak, hereinafter also
referred to as "Respondent," "Respondent Peak," or "Peak," was a public official subject to
the provisions of the Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. §
1101 et seq.
The allegations are that Peak, in her capacity as Township Secretary /Treasurer,
violated Sections 1103(a) and 1104(a) of the Ethics Act: (1) when she used the authority
of her office for a private pecuniary benefit when she issued checks to herself and /or for
her personal benefit from Township accounts and altered said checks to conceal that
funds were being paid to her or for her benefit; and (2) when she failed to file Statements
of Financial Interests for the 2003 and 2004 calendar years.
Pursuant to Section 1103(a) of the Ethics Act, a public official /public employee is
prohibited from engaging in conduct that constitutes a conflict of interest:
§ 1103. Restricted Activities
(a) Conflict of interest. —No public official or public
employee shall engage in conduct that constitutes a conflict of
interest.
65 Pa.C.S. § 1103(a).
The term "conflict of interest" is defined in the Ethics Act as follows:
§ 1102. Definitions
"Conflict" or "conflict of interest." Use by a public
official or public employee of the authority of his office or
Peak, 06 -033
Page 13
employment or any confidential information received through
his holding public office or employment for the private
pecuniary benefit of himself, a member of his immediate family
or a business with which he or a member of his immediate
family is associated. The term does not include an action
having a de minimis economic impact or which affects to the
same degree a class consisting of the general public or a
subclass consisting of an industry, occupation or other group
which includes the public official or public employee, a
member of his immediate family or a business with which he or
a member of his immediate family is associated.
65 Pa. C. S. § 1102.
Section 1103(a) of the Ethics Act prohibits a public official /public employee from
using the authority of public office /employment or confidential information received by
holding such a public position for the private pecuniary benefit of the public official /public
employee himself, any member of his immediate family, or a business with which he or a
member of his immediate family is associated.
Section 1104(a) of the Ethics Act provides that each public official /public employee
must file a Statement of Financial Interests for the preceding calendar year, each year that
he holds the position and the year after he leaves it.
As noted above, the parties have submitted a Consent Agreement and Stipulation of
Findings. The parties' Stipulated Findings are reproduced above as the Findings of this
Commission. We shall now summarize the relevant facts as contained therein.
Respondent Linda Peak served as Township Secretary /Treasurer from January 6,
1992, through December 31, 2004. As Township Secretary /Treasurer, Peak's
responsibilities /duties included, inter alia: preparing bills to be approved by the three -
member Township Board of Supervisors ( "Board "); making deposits /withdrawals; preparing
Township checks for payment /issuance; and retaining and preserving Township
documents /records.
Peak and all three Township Supervisors had signature authority over Township
accounts. Peak had sole control and custody of the Township finances and Township
records, including bank statements, cancelled checks, check registers, and checkbooks.
From at least 2001 through 2004, Peak also maintained custody of the Township's sole
facsimile stamp, which contained the signatures of all four signatories and which was used
to authorize Township checks.
During Peak's tenure as Township Secretary /Treasurer, the Board held one regular
meeting per month. No listing of the monthly bills was created for review prior to monthly
meetings. Peak presented the monthly bills /invoices to the Board for review and approval
at the monthly meetings. Peak affixed the facsimile stamp to Township checks once the
bills /invoices were approved by the Supervisors. The Supervisors did not review the
actual checks to be issued.
The parties have stipulated that Peak, in her position as Township
Secretary /Treasurer, misappropriated Township funds. As detailed in Fact Finding 22,
from April 2001 through May 2003, Peak, as Township Secretary/Treasurer, issued at least
five Township checks — specifically, Township General Fund Account checks 5464, 5699,
5716, 5914, and 5968— totaling $15,242.93 to herself or to other payees on her behalf,
which funds were not due as compensation to Peak. Peak utilized the Township facsimile
stamp to place the necessary authorized signatures on the checks. No Township
Supervisors signed any of these checks.
Peak, 06 -033
Page 14
Of the aforesaid five checks, checks 5699, 5914, and 5968 totaling $7,890 were
deposited into personal accounts over which Peak held signature authority and were
utilized for Peak's mortgage payments, insurance premiums, and other personal use.
Checks 5699 and 5914 were made payable to Peak. Check 5968 was made payable to
"L &D Enterprise," a fictitious name created by Peak to give the impression that the payee
was a legitimate Township vendor.
Checks 5464 and 5716 were issued to and negotiated by a mortgage company and
were credited as payments on Peak's mortgage on April 12, 2001, and May 20, 2002,
respectively.
Peak intentionally attempted to conceal her misappropriation of Township funds by
using correction fluid to alter the names of the original payees on four of the five cancelled
checks (checks 5699, 5716, 5914, and 5968), as detailed in Fact Findings 24 -26. Peak
did not attempt to alter or conceal the name of her mortgage company as the payee on
Township check number 5464. However, Peak's home telephone number and "Spreader
Box" were written in the memo section of the check in an effort to conceal that the check
was written for Peak's mortgage.
Peak made a false notation on one vendor invoice (Walsh Equipment invoice
number 314604) to conceal the fact that check number 5914 had been originally issued in
her name. Fact Finding 25 b 2. Peak created a bogus invoice as to another vendor
(Grove City Paving) so as to have documentation to support check 5968, which she had
issued to non - existent payee "L &D Enterprise" and deposited into a personal account.
Fact Findings 26 b 1 -3.
Peak altered the endorsements on checks 5699, 5716, 5914, and 5968 in an
additional effort to conceal her misappropriation.
As detailed in Fact Findings 28 -29, Peak intentionally listed false information in
official Township meeting minutes to further conceal her misappropriation of Township
funds for her personal purposes.
The parties have stipulated that Peak, as the Township Secretary /Treasurer,
realized a private pecuniary gain of $15,242.93 as a result of issuing the aforesaid
Township checks to herself and /or other payees on her behalf.
The Fact Findings also include a reference to a digital camera purchased with
Township check number 6105. Fact Finding 38 c. Peak claimed the camera was
purchased with the knowledge of the Supervisors for documenting road damage. Per the
Fact Finding, Peak provided no explanation regarding why the invoice had been altered to
represent the purchase of a photocopier cartridge.
As for the Stipulated Findings pertaining to Peak's Statements of Financial Interests
(SFIs), Peak denied failing to file SFIs for calendar years 2003 and 2004. As Township
Secretary /Treasurer, Peak was responsible for the maintenance and preservation of SFI
forms filed with the Township. The parties have stipulated that given the disarray of the
Township's filing system, sufficient evidence could not be developed to prove Peak did not
in fact timely file her SFI forms for calendar years 2003 and 2004.
Having highlighted the Stipulated Findings and issues before us, we shall now apply
the Ethics Act to determine the proper disposition of this case.
The parties' Consent Agreement sets forth a proposed resolution of the allegation
as follows:
Peak, 06 -033
Page 15
3. The Investigative Division will recommend the following in relation to
the above allegations:
a. That a violation of Section 1103(a) of the Public Official and
Employee Ethics Law, 65 Pa.C.S. §1103(a) occurred when
Peak issued checks to herself and /or for her personal benefit
from township accounts; and
b. That a violation of Section 1103(a) of the Public Official and
Employee Ethics Law, 65 Pa.C.S. §1103(a) occurred when
Peak altered township checks issued to herself to conceal that
funds were being paid to her or for her benefit; and
c. That no violation of Section 1104(a) of the Public Official and
Employee Ethics Law, 65 Pa.C.S. §1104(a) occurred in
relation to Peak's failure to file Statements of Financial
Interests for the 2003 and 2004 calendar years, as there was
insufficient evidence to substantiate the allegation.
4. Peak agrees to make payment in the amount of $15,404.84 in
settlement of this matter, payable to the Commonwealth of
Pennsylvania and forwarded to the Pennsylvania State Ethics
Commission within thirty (30) days of the issuance of the final
adjudication in this matter. If Peak has not already done so, she
agrees to file amended Statements of Financial Interests for calendar
years 2003 and 2004 with Deer Creek Township and a copy of each
forwarded to this Commission.
5. The Investigative Division will recommend that the State Ethics
Commission forward this matter to the appropriate law enforcement or
other authority for review purposes, but will make no specific
recommendations regarding any action such law enforcement or other
authority should take. Such, however, does not prohibit the
Commission from initiating appropriate enforcement actions in the
event of Respondent's failure to comply with this agreement or the
Commission's order or cooperating with any other authority who may
so choose to review this matter further.
6. Peak agrees to waive her rights to an evidentiary hearing and
appellate rights without prejudice to so proceed in the event that the
State Ethics Commission does not accept this agreement.
Consent Agreement, at 1 -2.
In considering the Consent Agreement, both of the recommended violations of
Section 1103(a) of the Ethics Act have been established. Cf., Rhone, Order 1430;
Walters, Order 1361.
First, Peak used the authority of her public position as Township
Secretary /Treasurer to issue at least five Township checks totaling $15,242.93 to herself
or to other payees on her behalf, which funds were not due as compensation to Peak.
Such payments constituted a private pecuniary benefit to Peak, because they did not
constitute authorized compensation to her. Peak essentially used Township funds to pay
for her personal mortgage and insurance and for other personal uses. But for being the
Township Secretary /Treasurer, with signature authority as to Township accounts and sole
control and custody of the Township finances, Township facsimile stamp, and Township
records including bank statements, cancelled checks, check registers, and checkbooks,
Peak, 06 -033
Page 16
Peak would not have been in a position to misappropriate Township funds.
Peak further used the authority of her public position as Township
Secretary /Treasurer to conceal her misappropriations of Township funds, specifically by:
(1) using correction fluid to alter the names of the original payees on four of the five
cancelled checks in question; (2) making a false notation on one vendor invoice (Walsh
Equipment invoice number 314604) to conceal the fact that check number 5914 had been
originally issued in her name; (3) creating a bogus invoice as to another vendor (Grove
City Paving) so as to have documentation to support check 5968, which she had issued to
non - existent payee "L &D Enterprise" and deposited in a personal account; (4) altering the
endorsements on checks 5699, 5716, 5914, and 5968; (5) including a misleading notation
in the memo section of check 5464 so that it would appear to relate to a Township
purchase; and (6) intentionally listing false information in official Township meeting
minutes to further conceal her misappropriation of Township funds for her personal
purposes.
The parties have stipulated that the resulting amount received by Peak, specifically
$15,242.93, was a private pecuniary benefit to Peak derived as a result of issuing the
aforesaid Township checks to herself and /or other payees on her behalf.
With each element of the recommended violations of Section 1103(a) having been
established, we hold that a violation of Section 1103(a) of the Ethics Act occurred when
Peak issued checks to herself and /or for her personal benefit from Township accounts.
We further hold that a violation of Section 1103(a) of the Ethics Act occurred when Peak
altered Township checks issued to herself to conceal that funds were being paid to her or
for her benefit.
As for the allegation involving Peak's failure to file SFIs for the 2003 and 2004
calendar years, we find no violation based upon an insufficiency of evidence. This
disposition is necessary given the Stipulated Finding that due to the disarray of the
Township's filing system, sufficient evidence could not be developed to prove Peak did not
in fact timely file her SFI forms for calendar years 2003 and 2004. Fact Finding 37 c. We
hold that no violation of Section 1104(a) of the Ethics Act occurred in relation to Peak's
alleged failure to file Statements of Financial Interests for the 2003 and 2004 calendar
years, based upon an insufficiency of evidence to substantiate the allegation.
Section 1107(13) of the Ethics Act empowers this Commission to impose restitution
in instances where a public official /public employee has obtained a financial gain in
violation of the Ethics Act. Restitution is warranted in this case.
Peak has agreed to pay restitution in the amount of $15,404.84 in settlement of this
matter, payable to the Commonwealth of Pennsylvania and forwarded to the Pennsylvania
State Ethics Commission within thirty (30) days of the issuance of the final adjudication in
this matter.
Additionally, to the extent Peak has not already done so, she has agreed to file
amended SFIs for calendar years 2003 and 2004 with the Township, and to forward a copy
of each such amended SFI to this Commission for compliance verification purposes.
As part of the Consent Agreement, the Investigative Division has recommended that
this Commission forward this matter to the appropriate law enforcement or other authority
for review purposes, without making specific recommendations regarding any action such
law enforcement or other authority should take.
We determine that the Consent Agreement submitted by the parties sets forth the
proper disposition for this case, based upon our review as reflected in the above analysis
and the totality of the facts and circumstances.
Peak, 06 -033
Page 17
Accordingly, per the Consent Agreement of the parties, Peak is directed to pay
restitution in the amount of $15,404.84 payable to the Commonwealth of Pennsylvania and
forwarded to this Commission within thirty (30) days of the issuance of the final
adjudication in this matter.
To the extent Peak has not already done so, she is directed to file amended SFIs for
calendar years 2003 and 2004 with the Township within thirty (30) days of the issuance of
the final adjudication in this matter, providing full financial disclosure as required by the
Ethics Act, and to forward a copy of each of the aforesaid amended SFIs to this
Commission for compliance verification purposes.
Additionally, given the nature of the violations of Section 1103(a) of the Ethics Act,
this case will be referred to the Mercer County District Attorney, the Pennsylvania Attorney
General, the U.S. Attorney, the Pennsylvania Department of Revenue, and the Internal
Revenue Service for review and appropriate action.
IV. CONCLUSIONS OF LAW:
1. As Secretary /Treasurer of Deer Creek Township ( "Township "), Mercer County, from
January 6, 1992, through December 31, 2004, Respondent Linda Peak ( "Peak ")
was a public official subject to the provisions of the Public Official and Employee
Ethics Act ( "Ethics Act "), 65 Pa.C.S. § 1101 et seq.
2. Peak violated Section 1103(a) of the Ethics Act when she issued checks to herself
and /or for her personal benefit from Township accounts.
3. Peak violated Section 1103(a) of the Ethics Act when she altered Township checks
issued to herself to conceal that funds were being paid to her or for her benefit.
4. No violation of Section 1104(a) of the Ethics Act occurred in relation to Peak's
alleged failure to file Statements of Financial Interests for the 2003 and 2004
calendar years, based upon an insufficiency of evidence.
In Re: Linda Peak,
Respondent
ORDER NO. 1438
File Docket: 06 -033
Date Decided: 6/11/07
Date Mailed: 6/29/07
1 Respondent Linda Peak ( "Peak "), a public official in her capacity as
Secretary /Treasurer of Deer Creek Township ( "Township"), Mercer County, from
January 6, 1992, through December 31, 2004, violated Section 1103(a) of the
Public Official and Employee Ethics Act ( "Ethics Act "), 65 Pa.C.S. § 1101 et seq.,
when she issued checks to herself and /or for her personal benefit from Township
accounts.
2. Peak violated Section 1103(a) of the Ethics Act when she altered Township checks
issued to herself to conceal that funds were being paid to her or for her benefit.
3. No violation of Section 1104(a) of the Ethics Act occurred in relation to Peak's
alleged failure to file Statements of Financial Interests for the 2003 and 2004
calendar years, based upon an insufficiency of evidence.
4. Per the Consent Agreement of the parties, Peak is directed to pay restitution in the
amount of $15,404.84 payable to the Commonwealth of Pennsylvania and
forwarded to this Commission within thirty (30) days of the issuance of the final
adjudication in this matter.
5. To the extent Peak has not already done so, she is directed to file amended
Statements of Financial Interests for calendar years 2003 and 2004 with the
Township within thirty (30) days of the issuance of the final adjudication in this
matter, providing full financial disclosure as required by the Ethics Act, and to
forward a copy of each of the aforesaid amended Statements of Financial Interests
to this Commission for compliance verification purposes.
6. This case will be referred to the Mercer County District Attorney, the Pennsylvania
Attorney General, the U.S. Attorney, the Pennsylvania Department of Revenue, and
the Internal Revenue Service for review and appropriate action.
BY THE COMMISSION,
Louis W. Fryman, Chair