Meredith v. Pence
984 N.E.2d 1213
Ind.2013Background
- Taxpayers challenge Indiana's Choice Scholarship Program (school vouchers) under Art. 8, §1; Art. 1, §§4 and 6; summary judgment upheld by trial court.
- Program provides vouchers up to 90% of state tuition support (max) for eligible low-income students to attend participating nonpublic schools; eligibility cap is 150% of lunch program income; participation voluntary for families.
- Eligible schools must meet certain accreditation and curriculum requirements but voucher funds are distributed only with parent and school endorsement; funds may be used for tuition at program-eligible schools, with no direct funding of religious activities required.
- Most participating schools were religiously affiliated at inception; program does not alter public/charter school structure and maintains a general public education system.
- The challengers argue the program diverts funds from a general uniform system of public schools and violates religious liberty and expenditure prohibitions; the State contends the program supplements, not replaces, public education and falls within the legislature's broad educational powers.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the voucher program violates Art. 8, §1 (Education Clause). | Plaintiffs contend program diverts funds and undermines a general, uniform public system. | Bonner framework allows diversification under the first duty to encourage and second duty to provide; program does not eliminate public schools. | No violation; program aligns with separate duties and does not destroy public system. |
| Whether the voucher program violates Art. 1, §4 (compelled support). | Section 4 prohibits compelling support of religious worship/ministry. | Section 4 concerns compelled attendance/support; expenditures are governed by §6, not §4. | No violation; §4 and §6 serve distinct restraints; program does not compel support of religion. |
| Whether the voucher program violates Art. 1, §6 (no treasury funds for religious institutions). | Funds flowing to religious schools constitute impermissible direct benefit to religious institutions. | Expenditures must directly benefit a religious institution; here, direct beneficiaries are families, not religious schools. | No violation; program directs benefits to families/children and not directly to religious institutions; §6 not violated. |
Key Cases Cited
- Bonner ex rel Bonner v. Daniels, 907 N.E.2d 516 (Ind. 2009) (two separate duties under Art. 8, §1; broad legislative discretion; not a constitutional violation if policy respects duties)
- Embry v. O’Bannon, 798 N.E.2d 157 (Ind. 2003) (Expenditure-based §6 analysis; direct benefits to religious institutions must be shown; program avoids direct religious funding)
- City Chapel Evangelical Free Inc. v. City of South Bend, 744 N.E.2d 443 (Ind. 2001) (religious liberty interpretations of Article 1 protections; guiding framework for §4 interpretations)
- Nagy v. Evansville-Vanderburgh Sch. Corp., 844 N.E.2d 481 (Ind. 2006) (historical/contextual approach to interpreting Article 8 education provisions; informs general-understanding rule)
- Presbytery of Ohio Valley, Inc. v. OPC, Inc., 973 N.E.2d 1099 (Ind. 2012) (summary-judgment standard; standard of review applied to constitutional challenges)
