CHRISTO TOM BEKIARIS, Plаintiff and Appellant, v. BOARD OF EDUCATION OF THE CITY OF MODESTO, Defendant and Respondent.
S.F. No. 22805
In Bank
Feb. 9, 1972.
6 Cal.3d 575
Levy & Van Bourg, Victor J. Van Bourg and Stewart Weinberg for Plaintiff and Appellant.
Paul N. Halvonik and Charles C. Marson as Amici Curiae on behalf of Plaintiff and Appellant.
T. W. Martz, County Counsel, Jonathan H. Rowell, Assistant County Counsel, John F. Christensen and Harry P. Drabkin, Deputy County Counsel, for Defendant and Respondent.
OPINION
SULLIVAN, J.—Plaintiff Christo Tom Bekiaris (hereinafter referred to as petitioner) appeals from a judgment denying a writ of mandate to compel defendant Board of Education of the City of Modesto (Board) to set aside his allegedly wrongful dismissal from employment and to reimburse him for damages suffered by reason of lost employment. For the reasons explained below we hold that the judgment must be reversed because the trial court and the Board failed to resolve petitioner‘s contеntion that the true reason for his dismissal was the Board‘s disapproval of his exercise of First Amendment rights through out-of-school political activities.
Petitioner, a probationary teacher at Thomas Downey High School in Modesto, was originally hired for the 1967-1968 school year, and was rehired for the following year. However, on March 4, 1969, petitioner received notice of the recommendation that his employment not be continued for the 1969-1970 school year. Pursuant to
Hazel Gotshall, the assistant principal in charge of instruction, stated that on three occasions she had visited petitioner‘s clаssroom. On each occasion she found that petitioner conducted the class primarily as a lecture session, that there was little student participation, that the students had not been properly prepared for the class, and that the material covered was too advanced for the “Y-E“, or low-average students composing the class. Mrs. Gotshall testified that after each visit she spoke to petitioner and advised him of the inadequacies of his teaching methods. She also stated that during the 1967-1968 school year, petitioner had been one of three instructors team-teaching a government-in-action course, that there had been dissension among the members of the team, and that, in2 continued
On cross-examination, Mrs. Gotshall stated that she had evaluated petitioner‘s performance twice during the 1967-1968 school year; the first time, she had rated him as a “good” teacher; the second time, as “satisfactory.” Mrs. Gotshall also testified that she felt that petitioner had indicated his personal views to the class on several controversial social issues, such as homosexuality. She said that she had raised several questions as to these views during the classes she visited.
Petitioner presented several witnesses to rebut the charges of the accusation. Two of petitioner‘s former students testified about the visits of Mrs. Gotshall to their classes. They stated that toward the end of the class period, Mrs. Gotshall had begun questioning petitioner in a derogatory manner which petitioner and the class found disconcerting. Ed Maurice, another teacher with a class including “Y” students, stated that he had used some materials which Mrs. Gotshall found too advanced for petitioner‘s “Y” students. Robert Jackson, an instructor team-teaching government in action, testified that petitioner had not been responsible for the dissension which had developed on the team in the 1967-1968 school year, but that such dissension had been caused by the differing political views held by the other members of the team.
In his own testimony, petitioner denied the charges of the accusation, and confirmed the testimony of the other witnesses in his behalf. Petitioner admitted that he had requested the opportunity to have a witness present at meetings with the school administration, but stated that he thought he had a legal right to do so, and that, in any event, no one had ever objected to his request.
During the cross-examination of Mrs. Gotshall, petitioner attempted to elicit testimony proving his contention that the true reason for the recommendation that he not be rehired was dissatisfaction with his political activities—including his appearance before the Modesto City Council on behalf of the Peace and Freedom Party and his letters to the editor of the Modesto Bee expressing political views. The county counsel, representing the Board, objected to this line of questioning, and the hearing officer, relying upon Neely v. California State Personnel Bd. (1965) 237 Cal.App.2d 487, 493-494 [47 Cal.Rptr. 64], ruled that the motivations of petitioner‘s superiors in bringing the disciplinary action were not material “providing that the facts are such as would justify that disci-
Upon cross-examination Mrs. Gotshall admitted that she had spoken with Mr. Olson, the school‘s principal, about petitioner‘s appearance before the Modesto City Council and about the letters which petitioner had written to the editor of the Modesto Bee.
Petitioner testified that on several occasions Mr. Olson had told him to stop writing letters to the paper and threatened that, if he did not and continued to take extreme positions, he would not be rehired. According to petitioner, Mr. Olson also stated that рetitioner‘s participation on Armed Forces Day in a nonviolent demonstration against weapons “was not helping [his] situation at [Thomas] Downey [High School].” Petitioner testified that on other occasions Mr. Olson had asked him why he was “continually taking extreme . . . positions and involving [himself] with minorities” like Negroes, and had questioned his appearance before the city council, since it seemed that he was “protecting criminals.” Mr. Olson also ordered him to remove from his car several bumper stickers which indicated support for farm workers and the Peace and Freedom Party. Finally, petitioner stated that Mr. Olson had said that he felt petitioner would do better in another community, but that he would not give him a recommendation since petitioner was not an objective teacher.
Called as a witness by petitioner, Robert Elliott, former director of personnel for the district, testified that petitioner‘s personnel file contained material concerning his appearance before the city council and his letters
The Board offered no evidence to rebut any of the foregoing testimony.
On April 9, 1969, the hearing officer filed his proposed decision. He found that the evidence was insufficient to support any of the charges mаde in the accusation. He recommended that the Board find that “[t]he evidence did not establish that sufficient cause exists to refuse to reemploy [Bekiaris] for the school year 1969-70” and that it order that “[t]he recommendation that [Bekiaris] not be reemployed to serve in the Modesto High School District for the school year 1969-70 is disapproved.” Because of this determination the hearing officer was not required to reach petitioner‘s contention that he had been dismissed for the exercise of his constitutional rights. However, as indicated above (fn. 3, ante), the hearing officer was of the view that this issue was not properly before him in any event.
The Board declined to adopt the hearing officer‘s proposed decision. Instead, acting pursuant to
Petitioner filed a petition for a writ of mandate in the Superior Court of Stanislaus County seeking to have the Board‘s decision set aside. He alleged that the decision was invalid because (1) the notice of recommеndation not to reemploy him was not properly served, (2) the county counsel improperly informed the Board that it could deny reemployment on the ground that petitioner was “undesirable,” (3) the Board failed to consider petitioner‘s defense that the accusation was an intentionally discriminatory application of law, (4) the findings were not supported by the evidence and in turn did not support the decision, and (5) the dismissal was “based upon nonacademic reasons, namely, petitioner‘s exercise of rights protected by the first amendment of the United States Constitution and
The decision of the trial court reveals that it found that the school board had given petitioner a full and fair hearing in the matter and that its decision was supported by substantial evidence. The court dismissed petitioner‘s contention that the real basis of his dismissal lay in the Board‘s disapproval of his exercise of First Amendment rights, stating: “The record simply does not sustain such a contention for the simple reason that the findings and decision of the respondent board are adequately supported by the record in this case.” In accordance with its decision, the trial court entered judgment denying the peremptory writ of mandate and discharging the alternative writ of mandate.
Petitioner appeals, urging that the trial court and the Board erred in failing to give adequate consideration to his contention that he was discharged for exercising his constitutionally рrotected rights.6 We agree.
The applicable substantive principle has been recently stated by us in the following terms: “It is now well-settled that even a probationary public employee or one serving at the pleasure of the appointing authority
Chapter 5 of the
Judicial review of a determination of the board may be obtained through the filing of a petition for mandate pursuant to the provisions of the
It is to be emphasized, however, that the general applicability of the rule of substantial evidence in light of the entire record does not affect the power and duty of the trial court to make an independent determination of questions having a legal character. Thus, “[n]othing . . . prevents the reviewing court from determining whether the board has proceeded in excess of jurisdiction, whether there has been a fair trial, and whether the board‘s findings of fact are supported by substantial evidence.” (Griggs v. Board of Trustees, supra, at p. 96.) Moreover, it is for the court to determine whether a particular cause for dismissal “relate[s] solely to the welfare of the schools and the pupils thereof” as required by
Upon appeal from the judgment of the superior court, the scope оf review of the appellate court is similar to that prevailing in an ordinary civil appeal. Since the substantial evidence test controls review of all questions of the sufficiency of the evidence in support of findings in decisions by boards of education with respect to sufficiency of cause for dismissal (Griggs v. Board of Trustees, supra, 61 Cal.2d at p. 96;
We think it clear that, within the context of this procedural structure, the substantive principle restated by us in Bogacki and set forth above can properly form the basis of a defensive contention by the affected teachеr which must be determined in the first instance by the board even though it lies outside the scope of the formal accusation.7 When, as in the
In the instant case we must conclude that the administrative record is infected with legal error in that the Board failed to give adequate consideration to petitioner‘s contention that, in violation of the substantive principle above stated, he was actually dismissed frоm his employment for the exercise of constitutional rights whose consequent limitation was not justified by a compelling public interest. As we have seen, the relevant testimony elicited on this point before the hearing officer was not admitted in evidence substantively but only for purposes of impeaching the Board‘s witnesses. Thus the administrative record, although actually containing the pertinent evidence, was nevertheless incomplete because of the restriction placed upon it under the rule of limited admissibility. The hearing officer, erroneously concluding that his competence in the premises did not extend to a determination of petitioner‘s defensive issue, made no finding on that issue—although it must be recognized that the hearing officer actually had no occasion to reaсh that issue because he found that the evidence was insufficient to support any of the charges in the accusation.
The Board, addressing itself to the record made before the hearing7 continued
It remains that we determine the proper disposition of this case upon remand. Fundamental to this question, however, is a detailed consideration of the proper scope of judicial review in cases wherеin—unlike the instant case—the board has made findings on the issue concerning us. For this reason, and for the additional reason that in future cases of this nature the board will make appropriate findings as required by this opinion, we explain the proper scope of review in such cases.
At the outset it must be emphasized again that judicial review of the factual basis for, and the sufficiency of the cause of, dismissal is governed by the substantial evidence rule. (
On the other hand, although the reviewing court must accept evidentiary facts shown by substantial evidence and the sufficiency of those facts to constitute a stated cause, still it remains for the court to determine as a matter of law whether such cause relates to the welfare of the school and its pupils and is therefore adequate under the provisions of section 13443 to justify dismissal. (Griggs v. Board of Trustees, supra, 61 Cal.2d 93, 96; Blodgett v. Board of Trustees, supra, 20 Cal.App.3d 183, 190; McGlone v. Mt. Diablo Unified Sch. Dist., supra, 3 Cal.App.3d 17, 22; Thornton v. Board of Trustees (1968) 262 Cal.App.2d 761, 765-766 [68 Cal.Rptr. 842]; cf. Morrison v. State Board of Education (1969) 1 Cal.3d 214 [82 Cal.Rptr. 175, 461 P.2d 375].) In this respect the court‘s function is equivalent to that generally performed by it in deter-
The particular problem here facing us cannot, however, be resolved by an attempt to label the subject determination as either “factual” or “legal.” The situation in question is one whеrein (1) the board has stated and supported an adequate cause or causes for dismissal; (2) the teacher has presented evidence that, notwithstanding this cause or these causes, the dismissal resulted from official dissatisfaction with his exercise of constitutional rights; and (3) the board has made a finding supported by substantial evidence that the real reason for dismissal was the stated adequate cause or causes and was not dissatisfaction with the teacher‘s exercise of constitutional rights. What is the standard governing the court‘s review of the latter finding? Is the court bound by the rule of substantial evidence in light of the entire record?
We have concluded that, although the reviewing court is bound to consider the evidentiary facts under the principles of administrative review which we have discussed, the dismissed employee is entitled to an independent judicial determination of the ultimate question whether, in light of those facts, he was dismissed not for the reasons stated in the accusation but rather because of official dissatisfaction with his exercise of constitutional rights.9 We believe that this conclusion is required not only by previous decisions of this court which have applied the constitutional principle in question, but also by broad considerations concerning the treatment of constitutional issues in the context of administrative adjudication.
We turn first to the prior decisions. In Stanton v. Dumke (1966) 64 Cal.2d 199 [49 Cal.Rptr. 380, 411 P.2d 108], the plaintiffs were probationary state college teachers who were not employed for the fourth year and were therefore denied tenure. At their hearing before the chancellor they introduced evidence tending to show that their failure to be reemployed stemmed not from the proper reasons stated but from their activitiеs in a teachers’ union and their uncovering of a certain agreement among state college presidents to exclude students who had participated in southern sit-ins. The chancellor concluded that this was not the reason for the decision not to rehire. This court, considering the contention on appeal after
Broad considerations of judicial policy provide the foundation for this conclusion. As we said in the Rosenfield case, “Unquestionably, a broad discretion reposes in governmental agencies to determine which provisional employees they will retain. Considerations of comity and administrative efficiency counsel the courts to refrain from any attempt to substitute their own judgment for that of the responsible officials. Nevertheless, when the record in a given case clearly establishes that unconstitutional conditions have been imposed upon the retention of public employment, we cannot permit the deference which we would otherwise accord administrative determinations to bar us from discharging our obligation to protect overriding constitutional rights.” (65 Cal.2d at pp. 562-563.) Similarly, in the recent case of Bixby v. Pierno, supra, 4 Cal.3d 130, where we dealt with the related question of the standard of judicial review to be applied to the decisions of statewide agencies,10 we observed that special scrutiny
In these strong terms we have heretofore expressed our insistence that the courts retain the ultimate responsibility for insuring that fundamental constitutional rights not be abridged in the absence of a sufficiently compelling public interest. We continue to manifest that insistence by our decision today that a dismissed public employee is entitled to a judicial determination of the true reason for his dismissal when he presents evidence tending to show that he was dismissed for the exercise of constitutional rights whose consequent limitation was not justified by a compelling public interest.11 We think that in these сircumstances such a rule is indispensable to the integrity of the review process; otherwise the administrative board simply by its own findings can absolve itself of any action in derogation of constitutional rights and insulate such exculpation from any further scrutiny.
To recapitulate, we hold that when a probationary teacher demands a hearing relative to his impending dismissal pursuant to
We further hold that when a dismissed teacher seeks judicial review of the board‘s decision by way of a petition for writ of mandate pursuant to
On apрeal from the decision of the trial court the appellate court‘s scope of review is identical to that of the trial court except that it shall uphold the determination of the trial court as to the reason for dismissal if that determination is supported by substantial evidence in light of the entire record. (Fn. 11, ante.)
Finally we turn to the disposition of the case before us. Here, of course, neither the Board nor the trial court followed the procedures we have outlined. However, the administrative record contains a substantial amount of evidence which petitioner offered in support of his contention of uncon-
Therefore, upon remand the trial court should issue a writ of mandate ordering the Board to receive all evidence offered to show the real reason or reasons for petitioner‘s dismissal and to make a finding as to whether the cause for petitioner‘s dismissal was official dissatisfaction with his exercise of constitutional rights.
The judgment is reversed and the case is remanded to the trial court for further proceedings in conformity with this opinion.
Wright, C.J., Peters, J., Tobriner, J., Mosk, J., and Burke, J., concurred.
McCOMB, J.—I dissent. I would affirm the judgment for the reasons еxpressed by Mr. Presiding Justice Stone in the opinion prepared by him for the Court of Appeal, Fifth Appellate District (Bekiaris v. Board of Education of the City of Modesto, Civ. No. 1268, filed January 14, 1971, certified for nonpublication).
