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Montoy v. State
120 P.3d 306
Kan.
2005
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*1 92,032 Ryan Montoy, al., et v. State of Appellees/Cross-appellants, al.,

Kansas, et Appellants/Cross-appellees.

(120 306) P.3d filed Opinion 3, 2005. January Tideman, L.C., Park, Curtis L. of & of Overland Lathrop Gage argued cause, firm, and Kenneth L. Weltz and of Alok the same and David W. Ahuja, Davies, Kline, assistant and Phill attorney were with him general, attorney general, on the briefs for State of Kansas. appellant/cross-appellee Biles, Gates, Biles, P.A., Park, Dan of & Shields of Overland Ryan, argued cause, Bieker, Education, of Kansas of Rodney Department Cheryl J. Whelan, Lawrence, of Lynne were with him on the briefs for appellants/cross- Gamble, Bacon, Morris, Sue appellees Bill Waugh, Connie Wagnon, Janet John Willard, Meter, Abrams, Bruce Kenneth Carol Iris Wyatt, Van Steve Rupe, Andy Tompkins. LLP, Wichita, cause, Alan L. of Kutak Rock of Rupe, and Richard argued Olmstead, firm, Robb,

A. Robb, of the same S. of Somers Robb & of John Newton, were with him on the briefs for appellees/cross-appellants. Hesse, Wm. Scott assistant was on the brief for defendants/ attorney general, Governor Kathleen Sebelius and State cross-appellees Treasurer Lynn Jenkins. Williams, Gee, L. Selzer & Seigfreid, Bingham, Kansas Levy, City, Jane Missouri, was on the brief for amicus curiae Kansas Families for United Public Education. Baker, Boards, Patricia E. of Kansas Association School was on Topeka, for brief amicus curiae Kansas Association of School Boards. David M. Schauner and Robert of Kansas National Blaufuss, Education Asso- ciation, of were on the brief amicus curiae Topeka, Kansas National Education Association. Zima, Schools, W. Public Joseph was on the brief amicus curiae Topeka Unified School District No. Shawnee Kansas. County, Norris, Hillman, Hillman, & Melissa D. Keplinger G. Norris and Michael L.L.C., Park, Unified Dis- curiae School on brief for amici were of Overland *2 Kansas. County, tricts Nos. Johnson Palmer, L.L.P., Goodell, Stratton, of & Edmonds Topeka, of Anne M. Kindling, Shawnee School District amicus curiae Unified on the brief for was Mission, Kansas. LLC, for of was on the brief of Giefer Law defer, WaKeeney, Bernard T. Kansas (WaKeeney), District No. County, amici Unified School Trego curiae districts). (60 et other Kansas school al. L.L.C., Theis, Firm Elkouri Law R. M. of Hinkle Thomas Powell and Roger District No. Wichita, Unified School on brief amicus curiae were the Kansas. County, Sedgwick Atlanta, Coalition, was the Mathis, on Georgia, of Rainbow/PUSH L. Janice Rainbow/PUSH Coalition.

brief for amicus curiae brief for was on the of Weathers & Riley, Topeka, Cynthia Sheppeard, J. Action for Children. amicus curiae Kansas Lawrence, Corkins, Tax- on the brief for amicus curiae Kansas Bob L. Network. payers Services, onwas & Protective Kirk W. of Kansas Advocacy Topeka, Lowry, Protective Services. curiae Kansas &

the brief amicus Advocacy Curiam,-. case, the State of Kansas Ver in this The defendants Gamble, Sue Waugh, along (appellant/cross-appellee) Janet Morris, Kenneth Bacon, Bruce Bill Connie Wyatt, Wagnon, John Meter, Willard, Van Steve Abrams Iris Carol Andy Rupe, defendants) (the related Board of Education State (ap- Tompkins district court a decision of the from appeal pellants/cross-appellees) Per- Finance and Kansas School District that the Quality holding et is unconstitu- seq., Act K.S.A. 72-6405 (SDFQPA), formance tional. case, (Salina) and U.S.D. in this U.S.D. No. 305

The plaintiffs students with 36 named No. 443 individually City), along (Dodge districts, determi- from the district court’s in those cross-appeal ob- constitutional did not nation that the abrogate Board of Education. State ligations scheme for The statutory funding constitutionality Because this is at issue in this schools Kansas appeal. effect and of this issue will have statewide court’s resolution require session, action in the 2005 we announce our legislative legislative decision this brief A formal will be filed at a opinion. opinion later date.

After record full and consid- examining giving complete eration to the raised in this we resolve issue arguments appeal, as follows:

1. We reverse the district court’s that fi- SDFQPA’s holding formula is a violation of nancing equal protection. Although district court determined that the rational basis test was correctly level of it that test. We conclude proper scrutiny, misapplied that all of the differentials as the SDFQPA provided by Thus, are related to a rationally legitimate legislative purpose. does SDFQPA not violate the Protection Clause of the Kan- Equal sas or United States Constitutions.

2. We also reverse the district court’s *3 holding SDFQPA formula has an unconstitutional im- financing disparate on minorities and/or other classes. In order to establish an pact basis, on violation this one must show not equal protection only that there is a also but that the can be disparate impact, impact traced to a Personnel Administrator discriminatory purpose. Mass. v. 442 U.S. L. 60 Ed. 2d 99 S. Ct. Feeney, (1979). 2282 No was shown the discriminatory purpose by plain- Thus, tiffs. the is not unconstitutional SDFQPA based on its solely “disparate impact.”

3. affirm We the district court’s that the has holding failed to meet its burden as Art. the Kansas imposed by § Constitution to “make suitable for finance” of the provision public schools.

The district court reached this conclusion an after bench 8-day trial which 1,400 resulted in a record of approximately pages 9,600 and of exhibits. Most of the witnesses were transcript pages in the fields of education. The trial experts primary secondary State, followed this court’s decision in v. 275 Kan. Montoy 152-53, (2003) I), held, 62 P.3d 228 in which in we (Montoy part, the issue was not resolved U.S.D. No. suitability (1994), 256 Kan. 885 P.2d 1170 cert. denied 515 U.S. (1995). We had held in U.S.D. No. 229 that the SDFQPA the finance 1992 made suitable in provision

originally adopted I, Later, at 254-59. Kan. See 256 education. Montoy public but the issue of we noted that requires suitability stagnant at 153. 275 Kan. constant monitoring. trial, made the district court findings regarding

Following after which occurred and societal the various changes statutory affected school decision in U.S.D. funding. Regarding (1) 36% of Kansas court found: the district societal changes, lunches; (2) or now for free school students reduced-price qualify has limited the number of students English proficiency has increased (3) number of increased immigrants dramatically; now use (4) state institutions learning higher dramatically; standards. more admission rigorous a number of court found the district statutory Additionally, No. 229 which affected after the decision U.S.D. made changes (1) out funds: set formula delivers goals way removed; (2) 72-6439(a) SDFQPA’s in K.S.A. were fair and an committee to ensure equitable requiring oversight (3) low enrollment was allowed to weighting expire; added; (5) (4) at-risk was was correlation pupil weighting changed; (6) from 35 the mill was decreased was levy changed; weighting mills; $20,000 (7) for residential to 20 mills property exemption revenue; (8) a new to the mill also was added levy, decreasing added; (9) education funds were facilities was weighting special die local to increase the base on which added the calculation (10) calculated; was was ancillary weighting budget funding option removed; added; (11) on outlay authority capital cap funds were limited to reimbursement most special *4 for 85 of the costs incurred hiring special percent teachers and paraprofessionals. to determine whether standard of review us

Our requires sub- of fact which are district court made findings supported the con- and are sufficient to stantial evidence support competent Processors, USA, Inc. v. Central clusions law. McCain Foods (2002). Inc., We conclude that 275 Kan. 61 P.3d 68 the societal and district court’s legislative findings regarding evidence. substantial are competent supported by changes The and the district court found that the cu- plaintiffs argued mulative result of these is a which formula does changes make schools, suitable for finance of provision public leaving them funded. Before whether there is inadequately determining substantial evidence to these we must competent support findings, examine the standard for whether the current version determining makes suitable SDFQPA for the finance of provision public school The education. of “suitable for finance” concept provision First and it foremost must encompasses many aspects. perhaps reflect level of which meets constitutional require- ment that intellectual, shall for “[t]he educa- legislature provide tional, vocational and scientific improvement by establishing Const, added.) . . . .” schools Kan. maintaining (Emphasis art. 1. The Kansas Constitution thus a mandate that § imposes our educational cannot be static or but must be system regressive one which to a better or state.” See Webster’s “advance[s] quality II New College Dictionary (defining “improve”). of this apparent recognition concept, legislature incorporated and, levels and standards into the SDFQPA performance although the 10 which served as the foundation for meas- repealing goals in the U.S.D. No. 229 decision, has retained a uring suitability pro- vision which the State Board of Education to requires design a school accreditation “based im- adopt performance system upon that reflects academic standards provement performance high Moreover, 72-6439(a). is measurable.” K.S.A. the legislature mandated for standards individual and school levels performance “the achievement of which excellence in the academic represents at the area level to which the assessment K.S.A. 72- grade applies.” 6439(c). these has criteria

Through provisions, legislature imposed it whether has made suitable determining finance of education: Do the schools meet the accreditation and are students an requirements achieving “improvement per- formance that reflects academic standards and measura- high 72-6439(a). ble”? K.S.A.

These student accreditation measures were utilized performance in 2001 when directed that evaluation professional *5 suitable education the costs of a determine to

be performed the children. In Kansas school legislature study, authorizing 46-1225(e). The education.” K.S.A. defined “suitable Supp. (LEPC), to whom Committee Education Planning Legislative determined which task of per- study delegated, overseeing if Kansas’ utilized measures would be formance determining The evalua- a suitable education. were school children receiving the criteria es- tion, & utilized by Augenblick Myers, performed LEPC, and, whether the current examined tablished by part, for schools levels were formula adequate funding financing criteria. The standards and meet accreditation study performance levels were inade- that the formula and concluded both funding had defined as suitable what the legislature quate provide education. I, 153-55, Kan. we concluded at

Although Montoy a suitable not define accreditation standards may alwaysadequately education, in this case of the extensive record our examination no further than the to conclude that we need look leads us legis- to determine that the own definition suitable education lature’s current formula. standard is not met under the being financing evidence, in- is that record there substantial Within competent that a suitable & study, establishing cluding Augenblick Myers education, is as that term defined by legislature, being (Salina districts school provided. particular, plaintiff that the fails to ade- SDFQPA established provide Dodge City) for students their and for a suitable education quate funding districts, i.e., middle-and dis- other situated large-sized similarly at-risk and with a and/or tricts minority special high proportion Additional evidence of the education students. inadequacy that, in the fact while the intent of is found original within the formula was for local budgets provision option districts have been forced to fund “extra” some school expenses, to finance education. use local budgets general option Furthermore, in if the has made suitable determining education, there are other fac- for the finance of are in addition to whether students tors be considered provided the district court found that a suitable education. Specifically, *6 formula not was based actual costs to educate chil- upon financing dren but instead based on former levels and spending political This failure to do cost distorted the low any compromise. analysis enrollment, education, vocational, education, and special bilingual the at-risk student factors. weighting

Thus, there is substantial evidence to the competent support district court’s discussed above. These are suffi- findings findings cient to the the conclusion that has failed to support legislature “make suitable for finance” of the school public system as Art. 6 of the Kansas Constitution. by § required 4. As to the we affirm the district court’s cross-appeal, holding that the has not the of the State Board legislature usurped powers of Education. the as the district court addressing appropriate remedy,

noted, there are hundreds of the formula “literally ways” financing can be altered to with Art. 6. there are comply Similarly, § many to re-create or reestablish a suitable formula. We ways financing do not dictate the in which the fulfill must precise way legislature decide, its constitutional That is for the to consis- duty. legislators tent with the Kansas Constitution. however,

It is clear increased will be increased funding required; not in and of itself make the con- formula may funding financing suitable. The which the funds are distrib- stitutionally equity education, uted actual costs of levels including appropriate costs, of administrative are critical factors for the to con- legislature sider in a suitable formula education. achieving financing By contrast, the formula increases present financing disparities based on cost but rather on funding, analysis, political other factors not relevant to education. (1)

We are aware that our decision raises con- about questions formula corrective action tinuing present financing pending by (2) could have the legislature; potential disrupt public schools; to act requires legislature expeditiously pro- vide suitable for the school constitutionally financing system. at this time we do this case not remand to the district Accordingly, court or consider a final but we will instead retain remedy, juris- diction all further to allow the stay proceedings legislature in the time to correct constitutional

reasonable infirmity pres- meantime, In the for- formula. ent present financing this will in effect until further order of remain mula and court.

We in this brief endeavored have identify problem opinion in the as well formula areas legislative changes present de- to the that have contributed immediate present funding past take We have done so order that ficiencies. steps Its fail- to fulfill its constitutional it deems responsibility. necessary this court ure to act in the face of this would opinion require taken out that We believe direct action to be to carry responsibility. in the interests action at this time would not be best further court of this state. of the school children session, lack in the The its action or thereof legislature, *7 if To will what form final will take. dictate our remedy, necessary, we with our will withhold ensure the holding, legislature complies has or until corrective been enacted our formal legislation opinion first, the of our whichever occurs issuance stay April mandate in this case. in

Affirmed in reversed part part. in I concur in the court’s result and concurring: fully J., Beier, the bulk of its rationale. I write because I separately only disagree 260-63, with the of U.S.D. 229 v. 256 Kan. No. holding (1994), 885 education not a P.2d 1170 fundamental right not, I under Kansas Constitution. I believe it is. Thus as would case, did in the court on its this way opinion rely implicitly on U.S.D. No. 229 to that the Kansas conclude school financing formula under did not violate the Protection SDFQAA Equal Rather, Clauses federal take and state Constitutions. I would this case to overrule U.S.D. opportunity presented by on the the Kan- status of to education under holding right sas Constitution. L.

In San Antonio School District U.S. Rodriguez, (1973), Ed. 2d 93 S. Ct. reh. 411 U.S. 959 denied United held that education is States Court funda- Supreme

776A mental under the United States Constitution. this right reaching conclusion, the Court stated: whether education is ‘fundamental’ is be “[T]he not to found key discovering of the relative societal of education as comparisons significance opposed or subsistence Nor is it to be found whether education is as housing. by weighing Rather, to travel. the answer lies whether there important assessing is a to education or Constitution.” explicitly implicitly guaranteed by U.S. at 33-34.

Article 1 of our state constitution reads: “The legislature § intellectual, educational, shall vocational and scientific provide schools, ed- improvement by establishing maintaining public added.) ucational institutions and related activities.” Ar- (Emphasis ticle “The shall make suitable provides: § for finance of the educational interests of the state.” (Emphasis added.)

If we were to the United States Court’s apply Supreme straight- forward from we would need look analysis pattern Rodriguez, no further than the of these two constitutional mandatory language education, Because provisions. they explicitlyprovide is a fundamental right. true, however, states,

It is that our sister when faced certainly with the of whether own their constitutions make edu question cation a fundamental have not been satisfied right, always For v. Colorado Bd. State Rodriguez approach. example, Lujan 1005, 1017 (Colo. 1982), 649 P.2d the Colorado of Educ., Supreme Court stated:

“While the test be fundamental may [Rodriguez] applicable determining rights Constitution, under the United States has no it fun- applicability determining damental under the Colorado Constitution. is so This because of basic rights and different natures of the two constitutions .... omit- inherently [Footnote ted.] “The of United States Constitution is one restricted authority delegated Amendment, As in the Tenth all to the

powers. provided powers granted Constitution, it, United States nor denied the States are reserved to by by to the States or [Citations omitted.] People. the Colorado is not one limited where Constitution of “Conversely, powers state’s is restricted to the four comers of the omit- document. authority [Citation The Colorado Constitution does not restrict itself those ted.] only addressing Rather, areas deemed fundamental. it which . . contains are . suited provisions

776B . . . as those fundamental to our as well deemed concept enactment statutory Constitution, Thus, .... the Colorado ordered under of liberty whether are are determined by they guaranteed explicitly not necessarily rights within document.” or implicitly the test for have

Several states also other rejected Rodriguez on education demand whether their state constitutional provisions (Serrano v. See Serrano Priest of a fundamental recognition 345, 557 (1976) II), 766-67, 135 Cal. P.2d 929 18 Cal. 3d Rptr. are whether interests to be constrained by rights (refusing de cert. constitution), state or by guaranteed explicitly implicitly Thomas, 632, 646, v. McDaniel (1977); 248 nied 432 907 Ga. U.S. (1981) lacks 156 or model 285 S.E.2d implicit” guarantee (“explicit v. En constitution); limitation under state Thompson meaningful 793, 803-05, (1975) cat 537 P.2d 635 96 Idaho gelking, (rejecting of “fundamental” versus “non-fundamental” rights); egorization Educ., 597, 650, Bd. Md. 458 Hornbeck v. Somerset Co. 295 (1983) (state 758 constitution A.2d explicitly guarantees rights Walter, Bd. v. “fundamental”); 58 interests not considered of Edn. (state (1979) N.E.2d 813 constitution Ohio St. 2d 390 and contains suitable for not limited statutory provisions power (1980); Fair cert. denied 444 U.S. 1015 Sch. Finance enactment), Okla., (Okla. 1987) (fun v. Coun. State of 746 P.2d determined inclusion in state damental not necessarily rights ex 9, 19-20, Olsen rel. Johnson constitution); 276 Or. (laws to be in state P.2d considered included legislation Ser constitution; weak); thus method see also Rodriguez’ Dayton, rano its An Years School Funding Progeny: Analysis of (2001) (most 157 Ed. Law. states Litigation, Rep. reject existence test to determine of state constitutional Rodriguez states, education). search such Rodriguez’ simple explicit in a a fundamental to education or implicit recognition other constitution’s way variety patterns language gives certain interests are deemed fundamental For analysis. example, those individual in California “because of their on impact rights which lie core of free and and liberties at the our representative II, Serrano 18 Cal. 3d at 767-68. form government.”

776C time, At this Alabama, courts in 15 California, point states — Connecticut, Minnesota, New New Kentucky, Hampshire, Jersey, Carolina, Dakota, Vermont, North North Virginia, Washington, Wisconsin, West to have Virginia, Wyoming appear recog — nized a fundamental constitutions, education under their right various employing patterns Opinion analysis. Justices, (Ala. 624 So. 1993) 2d 157 (“[T]he (advisory opinion) right education in Alabama is fundamental” and implicitly guaranteed constitution); the state I), Serrano v. Priest (Serrano 5 Cal. 3d 584, 608-09, 96 Cal. (1971) 487 (“[T]he P.2d 1241 dis Rptr. tinctive and function warrants, of education in our priceless society indeed our it as a ‘fundamental interest.’ Hor ”); compels, treating ton v. I), Meskill (Horton 615, 646, 172 Conn. 376 A.2d 359 (state constitution this education; specifically recognizes right fundamental”); “basic and Educ., Rose v. Council Better right Inc., 1989) 790 S.W.2d (framers 206 of state constitution (Ky. education as essential to welfare of citizens of emphasized Ken State, Skeen v. (Minn. 505 1993) N.W.2d 313 (“[W]e tucky); hold that education is a fundamental under the state consti right tution, not because of its overall to the state but only importance also because of the used to describe this consti explicit language mandate.”); tutional Governor, Claremont SchoolDist. v. 142 N.H. 462, 473, (1997) (“[E]ven 703 A.2d 1353 a minimalist view of ed ucational the role of adequacy recognizes preparing citizens to in die exercise of and first amendment participate voting The latter fundamental, it is rights. being recognized illogical the means to exercise those on less substantial place consti rights tutional than Cahill, themselves.”); Robinson v. footing rights 69 (1975) (“[T]he A.2d of children to N.J. and efficient of education is a fundamental thorough system cert. denied Robinson, sub nom. Klein v. 423 U.S. 913 right.”), (1975); Carolina, Leandro v. State North 336, 348, 488 346 N.C. (1997) (“[T]he S.E.2d 249 intent of the framers the state con [of was that child have stitution] to a sound eveiy basic education which would the child to prepare participate fully lifetime.”); as it existed in his or her Bismarck Public society School Dist. v. (N.D. 1994) (“The N.W.2d 776D *10 is a fundamental to education that right right

parties agree v. Constitution.”); 166 Vt. Brigham the North Dakota under of edu (1997) 262, A.2d 384 692 importance (emphasizing dis to ensure' and state’s cation to proper duty self-government Commonwealth, 379, 386, v. 443 S.E.2d Scott 247 Va. persion); and unam clear constitution’s (1994) state language (finding for fullest assure state should development opportunity biguous; State, Wash. 2d v. School Dist. Seattle education); through use (1978) (“The constitution’s] 585 P.2d [state singular its taken when term Eng plain together duty,’ paramount of the constitutional is clear indication lish importance [a] meaning, children.”); Pauley the State’s education of to the attached (1979) ed v. 255 S.E.2d 859 Va. 162 W. Kelly, (finding under state constitution’s ucation is mandatory right schools”); of free and efficient system “thorough requirement Grover, 469, 496, v. Kukor N.W.2d 148 Wis. 2d 436. as is a fundamental (“ for education’ right,” ‘[E]qual opportunity involvement); Wisconsin’s case law legislature’s emphasized Herschler, 310, 333 No. One v. Co. Sch. Dist. Washakie 606 P.2d Con which the 1980) (“In Wyoming light emphasis (Wyo. conclusion education, room for there no on stitution any places fun is a matter of the children of that education for but Wyoming (1980). cert. denied interest.”), 449 U.S. 824 damental Colorado, Idaho, Meanwhile, six Maryland, Georgia, states — their state York, and Ohio —have New rejected, arguments Lujan, education as a fundamental establish constitutions not restricted to Constitution at 1017 Colorado 649 P.2d (noting fundamental; face, educa does not establish on its areas deemed Levittown UFSD 57 N.Y.2d Nyquist, tion as fundamental right); (1982) (The state con 439 N.E.2d 359 453 N.Y.S.2d to classification entitle “does not stitution [education] automatically standard a ‘fundamental constitutional triggering higher right’ Bd. review for analysis.”); equal purposes protection judicial Edn., 2d at 374 Rodriguez 58 Ohio St. analysis (rejecting as a fundamental education which would have established right Hornbeck, constitution); 295 Md. at 649 under Ohio’s chances for factor in an individual’s (“[Ejducation ‘can be a major

776E economic and social success as well as a influence on a unique child’s aas citizen and on his future development good participa- tion life.’ Neverthe- [Citation political omitted.] community less, we conclude that education is not a fundamental McDaniel, 248 Ga. at 647 purposes equal protection analysis.”); of school (noting complexity management, remaining consistent with se” not fun- Rodriguez, holding “per damental at 805 Idaho right); Thompson, (refusing classify fundamental; to education as schemes for school holding unconstitutional could affect for other funding negatively services). local

The exact nature of to education under the Oklahoma any right *11 Coun., Constitution is unclear. See Fair Sch. Finance currently (Okla. 1987) (Even P.2d at 1149-50 that education is “[assuming interest, a fundamental remains as to what is the exact question nature of the interest .. . We find no to guaranteed. authority contention that the school finance support plaintiffs’ system should be to strict The status of subjected judicial scrutiny.”). any in Arizona also is unclear at this time. See v. right Hollings, Shofstall 88, 90, (1973) (“We 110 Ariz. 515 P.2d 590 hold that the [state] constitution does establish education as a fundamental right pu- between the six and but see Roosevelt pils ages twenty-one years.”); Elem. School Dist. No. 66 v. 179 Ariz. 877 P.2d Rishop, (1994) (“We do not understand how the rational basis test can be used when a fundamental has been ... If right implicated. education is a fundamental state interest test right, compelling to . . . the rational basis test [strict [I]f scrutiny] ought apply. education is not a fundamental properly applies, right.”).

Those courts that a fundamental to education recognize right under their state constitutions also on the extent to which vary they status to review of permit right’s strengthen judicial specific enactments. Some strict when review legislative apply scrutiny they See, I, (state statutes on school Serrano 5 Cal. 3d 584 funding. e.g., scheme discriminates no com funding invidiously against poor; state necessitates state’s method fi pelling purpose inequitable education); Commonwealth, 379, 386, 443 Scott v. 247 Va. nancing (1994) (state’s S.E.2d 138 withstands strict scru- system funding 776F to reserve strict But others challenges equity scrutiny

tiny). a denial of the fundamental that constitute schemes right statutory of review education; standard a more forgiving they employ exercise mechanisms focus is on when their legislative fund Skeen, (strict at 315-16 505 N.W.2d scrutiny applies right. otherwise, level; falls below when offered education “adequacy” School Bismarck Public standard); rational basis Minnesota applies (North intermediate Dakota Dist. at 257 511 N.W.2d applies Kukor, (Wisconsin rational at 498 148 Wis. 2d applies scrutiny); Meskill, II), 195 Conn. (Horton see also Horton standard); basis (Connecticut 24, 35-38, A.2d 1099 three-part adopts “in as- educational for school significant funding; analysis Dist., (al- School 90 Wash. 2d at 518 Seattle sui generis”); pects means of duty duty,” discharging though “paramount left legislature). 1, 511 N.W.2d School Dist. the North

In Bismarck Public that a fundamental to education Court held Dakota Supreme declined, however, The court constitution. existed under the state strict for decisions involving scrutiny adopt Instead, intermediate scru- the court educational adopted system. fi- needed in between in order to strike balance flexibility tiny at 511 N.W.2d and the nance decisions importance 257-59. (Minn. 1993), the Min-

In Skeen v. 505 N.W.2d to education Court found that nesota Supreme to the state and of education’s overall existed because importance *12 to in the state constitution an mandating duty explicit provision of education.” The court and uniform “establish system’ ‘general should concluded that strict only challenges scrutiny apply that in the school but system, uniformity funding adequacy the ra- should be reviewed under mechanisms particular funding that at 315-16. The court noted standard. 505 N.W.2d tional basis in the section the word “shall” the state constitution used only while the “duty legislature” language financing, describing establishment of schools. used in the section was addressing Further, stated: “Because the state at 315 n.9. the court N.W.2d under not strict economic constitution does equality require

776G clause, it cannot be said that there is a ‘funda- equal protection mental scheme . . . right’ any particular N.W.2d at 315. Grover, Kukor v. In 148 Wis. 2d 436 N.W.2d 568 “

(1989), the Wisconsin Court concluded that Supreme ‘equal op- for education’ ais fundamental but concluded that portunity right” absolute was not The court noted equality required. that the at issue exceeded the equalization system actually degree under the state constitution. 148 Wis. 2d at uniformity required 496. that the rational basis test rather than strict Holding scrutiny to issues based on the court reasoned applied spending disparities, that did not involve the denial anof educa- spending disparities tional within the of the state constitution. 148 opportunity scope Wis. 2d at 496-98. (now When District Luckert wrote her Judge Justice) opinion

U.S.D. et al. v. (Shawnee No. 90 CV 2406 County Court, District filed 16,1993) (For Dec. reference, ease of this slip will be referred to hereinafter as “U.S.D. No. opinion slip she looked at all of the school finance from op.”), other opinions to that and concluded that those jurisdictions a ra- point applying tional basis standard of review to school finance equity challenges were the U.S.D. No. most at 89-92. Those persuasive. slip op. who sat on this court at the time the justices arose that appeal case Luckert’s as well as all of her adopted position, nearly Justice exhaustive and discussion. U.S.D. No. 256 Kan. at eloquent 239-51, 261-63. view,

In on the my precedential landscape appropriateness of a rational basis standard of review for school finance legislation, denial of education, to an has opposed outright little since U.S.D. No. 229 decided, and I that changed agree the cases on which Luckert and the Court relied Supreme Justice remain on the wisdom of that standard to stat- persuasive applying utes However, education finance in Kansas. I am providing comfortable backward from that conclusion to there reasoning say is no to education under our Kansas Constitu- fact, tion. on close it is evident Luckert was reading, Justice also reluctant to make this backward See U.S.D. No. leap logic. *13 776H (“Further, there be a fundamental at 94 while may slip op. education, of an to the constitutional guarantee

right standard should be met this and the lesser rational basis ap- right It was to the examination of financing.”). equality plied 229 No. U.S.D. until the Kansas Court’s not opinion Supreme use of a rational basis standard for review that Luckert’s Justice Kan- finance to a conclusion that the school equated legislation See no fundamental to education. sas Constitution recognizes right No. U.S.D. (“Here, 256 Kan. at the district court exhaus- that decisions from other analyzed jurisdictions concluding tively education was not a fundamental requiring right application test in strict scrutiny analyzing legislation involving education.”). above, if we were as As stated regard Rodriguez controlling of a on the method the existence fundamental for determining right education, to an our Kansas Constitution’s explicit pro- matter a visions would settle the in favor of that such holding correct, however, are exists. and like cases Lujan probably ques- this of state con- tion the for utility approach interpretation 649 P.2d 1017. Like the Con- stitutions. at Colorado Lujan, under consideration in the Kansas Constitution stitution Lujan, several enactment” contains “suited provisions statutory explicit that do rise to for individuals. fundamental rights plainly give See, Kan. Art. cor- Const. e.g., (provisions regarding § § stockholder liability). porations, factors that considered As Luckert be recognized, may Justice a

in addition to the state’s education clause include language whole, clause to the constitution that state relationship state’s constitutional any particular history, perception See U.S.D. framers intended education be No. Alabama Coalition at 85-92 Equity slip op. (citing Hunt, Cir. filed CV-90-883-R [Ala. unpublished April opinion Conn, I, Horton 204083]; at 653-54 Westlaw [1993 1993] One, Sch. Washakie Co. Dist. No. [Bogdanski, concurring]; J. 333). .Kansas, P.2d at all of these factors the existence support of a fundamental to education.

First, the of the article education The language mandatory. intellectual, educational, “shall for vocational legislature provide scientific it “shall make suitable improvement” provision the for finance of educational of the Kan. interests state.” Const. 6, 1, 6. Art. Neither the educational progressive § § nor the of it is improvement optional.

Second, the education article’s to the constitution relationship as a whole its to the document’s overall de- centrality emphasizes five articles it. of the Each first three outlines sign. Only precede 1, of the one three branches of See Kan. Const. Arts. government. 2, 3. The fourth and the fifth deal with elections and suffrage, the without which three branches could not be See Kan. populated. 4, education; 5. Next Const. Arts. comes once the branches are filled, established and their seats it is the education first appears on the of the new state. See Kan. Const. Art. 6. The thing agenda education article comes before those institu- dealing public welfare, militia, tions and county organization, township taxation, of the and finance and apportionment legislature, among 7, 8, 9, 10, others. See Kan. Const. Arts. 11. Our constitution not education; for it only explicitly provides implicitly places first critical tasks of state among many government.

Third, our state’s constitutional reinforces history impor- tance of education even before statehood. As noted both by Justice Luckertin her U.S.D. No. and District opinion by Judge Terry Bullock in his earlier decision Mock No. CV 918 (Shawnee Court, 14, 1991), Oct. District filed County public schools were of life on the significant components prairie would become Kansas. In Luckert’s words: Justice for Act the Act the Admission of Kansas Into the “[T]he Union Organic included that certain of land sections be reserved for edu- provisions providing (The Act, cational and Act to of Kansas purposes. Organic Organize Territory (10 30,1854)). Stat. A Territorial chapter May Superintendent § § fo Common Schools certified teachers and local school districts within organized students’ distance of homes. walking “When the Ordinance to the Constitution contained sec- passed eight tions, three of which dealt with education. The framers of the elementary public an article to the of a constitution devoted entire establishment and finance system of ‘common schools.’ Section 6 of Ordinance for statewide financing provided 776J from five of all the sale of lands public of schools by percent proceeds earmarking the exclusive use of the schools.

for public state- 6 of Kansas Constitution by [A]rticle “The adopted original ratified tire electors the State Kansas on convention hood July by 4,1859, into United law tire admission State October and became upon 3 of the edu- [A]rticle States in Section provided public 186[1]. estates, lands,- lands, ‘and rents on such Sale of unclaimed cation. public public otherwise, tax or shall be means as may by enviably other provide, legislature to the of common schools.’ support appropriated “Hence, taxes from its Kansas has financed schools through inception, . tire . . .” U.S.D. and other mechanisms provided at 5-6. slip op. C., School and Tenden- The Kansas System History King, —Its *15 cies, 1909-1910, Kansas Historical Collections of the State Society 424-25. pp. of our constitution’s Article 6

The relevant original language stated: intellectual, moral, 2. “The shall the sci- encourage promotion legislature “§ and uniform common by entific establishing system agricultural improvement, normal,

schools, and schools of a collegiate higher grade, embracing preparatory, added.) 6, (1859). Kan. Art. and Const. university departments.” (Emphasis § in Article 6 This remained until when was language place its “the in- amended to current form. The amendment reaffirmed members, herent its the through power legislature—-and and course of education shape public pro- people general —to vide for its U.S.D. No. at 8 Kansas slip op. financing.” (quoting Council, the Education Amend- Implementation Legislative Committee, of the Education vii [Nov. Advisory Report p. ment — 1966]). The amendment also administration of the con- revamped education, it state but did to undercut solidated system nothing fact, it individual to education. In lan- any strengthened Section of Arti- outlining guage legislature’s responsibilities. 1 of 6 and cle 6 of the constitution became Article now original § intellectual, commands: “The shall educa- provide for tional, scientific and vocational and improvement by establishing schools, and related ac- educational institutions maintaining public added.) addition, Art. tivities.” Kan. Const. 1. (Emphasis § in inserted Section 6 of Article: “The new was language legis-

776K lature shall make suitable for finance of the educational 6, 6(b). interests of state.” Kan. Art. Const. § are indications that the framers of our in- constitution Finally, tended education to be a fundamental Education central settlers, to Kansas both and con- pro antislavery. Early proposed document, stitutions and the ultimate at on Wyandotte adopted 29, 1859, and ratified 4 of that October “reveal the ed- July year, The Kansas ucational of the Kansas spirit pioneer.” King, Tendencies, School 424-25. Statutes System History pp. —Its since 1858 enumerated that in must be the com- subjects taught schools; time, mon after that curriculum has been marked con- tinuous and enrichment. See As 425. expansion King, p. Justice discussed U.S.D. Luckert No. 5-6, at the Ordinance slip op. to the Kansas Constitution devoted three of its passed eight sections to education. And the elementary public original amended constitution not devoted an entire article the es- only see U.S.D. tablishment and finance of a system, at of that article and its slip op. placement resulting first, that education was considered a if not emphasis suggest high, of state priority government. cases, factors enumerated it well is also worth

Beyond William Brennan the societal discussed noting Justice J. of education in his dissent: political significance Rodriguez can no doubt be that education is linked “[T]here inextricably in the electoral to the participate process rights *16 free and association the First Amendment.” speech by guaranteed (Brennan, 411 Nilsen, U.S. at 63 see and Blumenson J., dissenting); One Strike and You’re Out? Constitutional Constraints on Zero Education, Tolerance in Public 99,102 65, 81 Wash. U. Q. (Spring 2003). What when in was true Brennan wrote those words 1973 Justice to continues be true in the of the 21st

certainly early years century. Our sister courts have not instead educa disagreed, recognizing tion’s and economic overwhelming political importance. U.S.D. No. 1017; at 88 649 P.2d at (citing Lujan, slip op. Hornbeck, UFSD, 649-50; 43; Levittoum 295 Md. at 57 N.Y.2d at McWherter, Tennessee School v. Small 151- S.W.2d Sys. 776L 1993]). of formal edu- That a certain level and quality [Term. and for citizen to function

cation is necessary intelligently pro- any and in our our complex democracy shrinking ductively increasingly An individual citizen’s to is not debatable. world honestly right is in at this level and “fundamental” education every imag- quality Given the our inable sense word. mandatory language record, constitution, and modem exi- of the historical clarity it be is vital for each citizen can otherwise? Education how gencies, and of our less for the survival no republic. imperative progress course, a we the existence of fundamental Of once recognize Constitution, Kansas to education under our question right should be re- how legislation implicating said, have that the viewed. As I I understand and rational agree of review should Like the Minnesota Su- basis standard apply. Skeen, 313-16, however, in N.W.2d at I Court believe preme no return. At that the standard there is theoretical point point, strict If in a school must shift to inequities financing sys- scrutiny. tem so or become deny they functionally egregious actually the fundamental to education to of otherwise sim- right segment students, situated we must be to more of prepared require ilarly our than a rational basis its line mere for drawing. Luckert’s U.S.D. in to the outlined In addition reasons Justice our court rational basis using slip op., adopted standard U.S.D. No. 256 Kan. review as the usual governing 7,1 at least believe there are two other Syl. justifications ¶ cases from school finance for deviation our strict typical scrutiny violations a fundamental alleged indeed, First, an existence —of individual’s exercis.e — to education under the Kansas Constitution is right at least on societal and dependent part govern unavoidably Unlike, free mental action. philosophy example, which are in the or inherent speech humanity privacy, individual cannot be thus any infringed by government, Minnesota, Gilbert v. see L. U.S. Ed. 41 S. Lawrence (1920) natural, inherent); Ct. 125 to free (right speech Texas, 558, 573-74, 156 508, 123 539 U.S. L. Ed. 2d S. Ct. 2472 discussed; choices “central privacy personal (right dig-

776M interference) (cit and from nity protected government autonomy” Planned Parenthood Southwestern PA. v. 505 U.S. Casey, ing 833, 846-47, 120 674, 112 [1992]), L. Ed. 2d S. Ct. 2791 the right least in is at a function of the which our part way and other societies of the world have chosen order and society and to themselves citizens for full and govern prepare political economic but No child the most is ca participation. exceptional himself or herself pable educating completely independently level and assured the fundamental Some quality by gov ernmental assistance or intervention State required. government, is a and facilitator of the exercise through legislature, guarantor as a as well source of interference with it. potential involved, here, When the must be as it must be and government that involvement demands investment of resources at purchased some cost to it is reasonable taxpayers, logical legis lature should be more free than the of strict would specter scrutiny it allow to be it when makes choices. under Even rational policy review, however, basis retains its to decide judiciary power sense, i.e., whether choices make educational whether legislative with the overall constitutional mandates that the they comport leg intellectual, educational, islature vocational and sci “provide entific improvement by establishing maintaining public schools, educational institutions and related activities” and “make suitable for finance educational interest of the state.” Kan. Art. Const. 6. § §

Second, I that rational basis review much to has recom agree i.e., it mend when a case reaches a remedial when we are phase, called upon judge adequacy efficacy legislature’s efforts to correct constitutional identified courts. problems U.S.D. No. at 92-95 Connecticut’s slip op. (discussing III], 24,486 Horton Meskill 195 Conn. A.2d [Horton approach [1985]). reasons, all For I concur in the foregoing judgment most the rationale of I my colleagues. respectfully disagree their view that education is not under the Kansas It is. Constitution. Luckert never held otherwise in Justice U. S.D. This court should not have to that op. jumped slip

776N *18 then, error not reinforce that it should conclusion

regressive now. in the

Davts, concurring opinion. J., joins foregoing in the of the ma- concur result Luckert, I J., fully concurring: However, I would find and most of rationale. court its jority under Kansas Constitu- that education is a fundamental Beier s of this issue. In this I tion. analysis regard, agree Justice indicates, as I this issue when As Beier addressed acting Justice State, of fact in U.S.D. No. et al. v. 90 CV 2406 the trier 16, 1993) (Shawnee Court, Dec. District filed (Slip op.), County there was did not state a conclusion of law whether but regarding to education under the Kansas Constitution. a fundamental Beier, Rather, I such as does cited the analysis opinions Justice State, and Kukor Skeen v. (Minn. 1993), N.W.2d Grover, v. (1989), 2d 436 N.W.2d 568 and left Wis. that the issue “there be fundamental may right.” open stating 94). decision, at this in the trial court op. Despite language (Slip to include Court conclusions of law Supreme interpreted my Fur- a determination that education was not Court, ther, at least reached conclu- Supreme impliedly, U.S.D. No. 229 232, 261-63, Kan. 885 P.2d 1170 sion. (1994). I with that conclusion and would Respectfully, disagree Beier s rationale set forth concurring opinion, adopt Justice 6, in citi- nature of Article which Kansas emphasizing unique mandate action then define of the zens legislative scope (“The action. See Article shah legislature provide required § intellectual, educational, and scientific vocational improvement 6, 6(b) schools.”); Article establishing maintaining § (“The make shall suitable for finance state.”). educational interests of

Case Details

Case Name: Montoy v. State
Court Name: Supreme Court of Kansas
Date Published: Jan 3, 2005
Citation: 120 P.3d 306
Docket Number: 92,032
Court Abbreviation: Kan.
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