Bobby Bland v. B. Roberts
730 F.3d 368
| 4th Cir. | 2013Background
- Six Hampton Sheriffs Office employees (Bland, Carter, Dixon, McCoy, Sandhofer, Woodward) sued Sheriff Roberts for First Amendment retaliation (speech and association) related to non-reappointment after his 2009 reelection.
- Roberts used office resources to support his reelection; some employees assisted in fundraising and campaigns.
- Carter, McCoy, and Dixon were sworn deputies with jailer roles; Sandhofer, Woodward, Bland were non-deputies or civilian staff with varying duties.
- Jenkins v. Medford and Knight v. Vernon influence Elrod-Branti analysis of political firing for deputy sheriffs and jailers; the panel later reversed/qualified immunity issues in Jenkins.
- District court granted summary judgment to Roberts; district court held Elrod-Branti applied, and qualified/Eleventh Amendment immunities insulated the Sheriff from monetary damages.
- The Fourth Circuit reverses in part, remands some claims for reinstatement considerations, and affirms in part regarding immunity and other claims.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Was the Sheriff liable for association claims by Carter, McCoy, and Dixon? | Carter, McCoy, Dixon had genuine disputes whether political loyalty was a substantial factor. | Elrod-Branti applies; deputies may be terminated for political reasons based on duties. | Yes for Carter, McCoy, Dixon; genuine disputes; Sandhofer, Woodward, Bland not shown. |
| Was the Sheriff liable for speech claims by Carter, McCoy, and Dixon? | Facebook postings and campaign support were protected speech; causation shown. | Speech tied to political allegiance; tied to Elrod-Branti exception. | Yes for Carter and McCoy; Dixon also; Woodward no genuine dispute; district court erred on merits for some claims. |
| Does Eleventh Amendment immunity bar reinstatement and monetary relief in official-capacity claims? | Reinstatement claims fall outside Eleventh Amendment immunity; monetary claims do. | Official-capacity monetary relief barred by Eleventh Amendment; reinstatement barred only for monetary remedy. | Eleventh Amendment bars monetary relief in official capacity; reinstatement claims not barred. |
| Is the Sheriff entitled to qualified immunity for Carter, McCoy, and Dixon? | Conduct violated clearly established rights; no immunity. | Jenkins/Knight signals showed possible lawful firing for political reasons. | Yes for monetary claims; majority says qualified immunity applies; concurrence/dissent disagree. |
Key Cases Cited
- Elrod v. Burns, 427 U.S. 347 (U.S. 1976) (patronage dismissals generally unconstitutional; narrow exception for policymakers/confidential roles)
- Branti v. Finkel, 445 U.S. 507 (U.S. 1980) (redefines Elrod exception to focus on whether party affiliation is needed for effective performance)
- Jenkins v. Medford, 119 F.3d 1156 (4th Cir. 1997) (deputy sheriffs may be dismissed for political reasons if they are policymakers; en banc discussion)
- Knight v. Vernon, 214 F.3d 544 (4th Cir. 2000) (jailers have custodial duties; deputies' political loyalty may be required only for those with broad law-enforcement duties)
- Stott v. Haworth, 916 F.2d 134 (4th Cir. 1990) (two-part Elrod-Branti framework focusing on position duties)
- Id., 157 F.3d 271 (4th Cir. 1998) (McVey v. Stacy; balancing test for public employee speech)
- Pike v. Osborne, 301 F.3d 182 (4th Cir. 2002) (discusses clearly established law regarding dispatcher vs. deputy scope)
- Garcetti v. Ceballos, 547 U.S. 410 (U.S. 2006) (speech made pursuant to official duties not protected; context matters)
- City of Ladue v. Gilleo, 512 U.S. 43 (U.S. 1994) (residential political signs as protected speech)
