Debra J. Grunwald Lewis N. Adams Vicki S. Burdeaux Maria Buselle v. San Bernardino City Unified School District Shelby Obershaw, President, Sbcusd Hardy L. Brown, Vice President, Sbcusd Elisa Diaz, School Board Member San Bernardino Teachers Association, Cta/nea, Debra J. Grunwald Lewis N. Adams Vicki S. Burdeaux Maria Buselle v. San Bernardino City Unified School District Shelby Obershaw, President, Sbcusd Hardy L. Brown, Vice President, Sbcusd Elisa Diaz, School Board Member San Bernardino Teachers Association, Cta/nea

994 F.2d 1370, 93 Cal. Daily Op. Serv. 3670, 93 Daily Journal DAR 6318, 143 L.R.R.M. (BNA) 2305, 1993 U.S. App. LEXIS 11419
CourtCourt of Appeals for the Ninth Circuit
DecidedMay 19, 1993
Docket88-6617
StatusPublished

This text of 994 F.2d 1370 (Debra J. Grunwald Lewis N. Adams Vicki S. Burdeaux Maria Buselle v. San Bernardino City Unified School District Shelby Obershaw, President, Sbcusd Hardy L. Brown, Vice President, Sbcusd Elisa Diaz, School Board Member San Bernardino Teachers Association, Cta/nea, Debra J. Grunwald Lewis N. Adams Vicki S. Burdeaux Maria Buselle v. San Bernardino City Unified School District Shelby Obershaw, President, Sbcusd Hardy L. Brown, Vice President, Sbcusd Elisa Diaz, School Board Member San Bernardino Teachers Association, Cta/nea) is published on Counsel Stack Legal Research, covering Court of Appeals for the Ninth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Debra J. Grunwald Lewis N. Adams Vicki S. Burdeaux Maria Buselle v. San Bernardino City Unified School District Shelby Obershaw, President, Sbcusd Hardy L. Brown, Vice President, Sbcusd Elisa Diaz, School Board Member San Bernardino Teachers Association, Cta/nea, Debra J. Grunwald Lewis N. Adams Vicki S. Burdeaux Maria Buselle v. San Bernardino City Unified School District Shelby Obershaw, President, Sbcusd Hardy L. Brown, Vice President, Sbcusd Elisa Diaz, School Board Member San Bernardino Teachers Association, Cta/nea, 994 F.2d 1370, 93 Cal. Daily Op. Serv. 3670, 93 Daily Journal DAR 6318, 143 L.R.R.M. (BNA) 2305, 1993 U.S. App. LEXIS 11419 (9th Cir. 1993).

Opinion

994 F.2d 1370

143 L.R.R.M. (BNA) 2305, 61 USLW 2740,
126 Lab.Cas. P 10,834,
83 Ed. Law Rep. 963

Debra J. GRUNWALD; Lewis N. Adams; Vicki S. Burdeaux;
Maria Buselle, et al., Plaintiffs-Appellants,
v.
SAN BERNARDINO CITY UNIFIED SCHOOL DISTRICT; Shelby
Obershaw, President, SBCUSD; Hardy L. Brown, Vice
President, SBCUSD; Elisa Diaz, School Board Member, et al.;
San Bernardino Teachers Association, CTA/NEA, Defendants-Appellees.
Debra J. GRUNWALD; Lewis N. Adams; Vicki S. Burdeaux;
Maria Buselle, et al., Plaintiffs-Appellees,
v.
SAN BERNARDINO CITY UNIFIED SCHOOL DISTRICT; Shelby
Obershaw, President, SBCUSD; Hardy L. Brown, Vice
President, SBCUSD; Elisa Diaz, School Board Member, et al.;
San Bernardino Teachers Association, CTA/NEA, Defendants-Appellants.

Nos. 88-6617, 88-6619.

United States Court of Appeals,
Ninth Circuit.

Argued and Submitted Jan. 29, 1990.
Decided May 19, 1993.

Milton L. Chappell, Glenn M. Taubman, Nat. Right to Work Legal Defense Foundation, Inc., Springfield, VA and James W. Marsella, Ventura, CA, for plaintiffs-appellants.

Robert H. Chanin, Jeremiah A. Collins, Bredhoff & Kaiser, Washington, DC, and Diane Ross, Burlingame, CA, for defendant-appellee, San Bernardino Teachers Ass'n.

Ronald C. Ruud and Karen E. Gilyard, Atkinson, Andelson, Loya, Ruud & Romo, San Bernardino, CA, for defendants-appellees, San Bernardino City Unified School Dist.

Appeal from the United States District Court for the Central District of California.

Before: D.W. NELSON, BRUNETTI and KOZINSKI, Circuit Judges.

KOZINSKI, Circuit Judge:

In this dispute between an employee union and nonmember agency fee payers, we resolve the tension between the First Amendment's guarantee of free speech and the idiomatic truth that there's no such thing as a free lunch.

Facts

Plaintiffs are nonunion teachers employed by the San Bernardino Unified School District (the District). Even though they are not members of the San Bernardino Teachers Association (the SBTA or the union), plaintiffs must contribute to it. California law requires these payments because the SBTA and the District have an agency shop agreement under which the SBTA is the teachers' exclusive collective bargaining agent. See Cal.Gov't Code § 3502.5(a) (Deering 1982). As beneficiaries of collective bargaining, plaintiffs must help pay for it. To this end, $30 a month is deducted from their paychecks, which is the same as the amount paid by union members.

However, the union carries out some activities unrelated to collective bargaining, such as contributing to political candidates. Though part of the union members' $30 pays for these nonrepresentational activities, the agency fee payers1 may not be required to support them. Abood v. Detroit Bd. of Educ., 431 U.S. 209, 234-37, 97 S.Ct. 1782, 1799-1801, 52 L.Ed.2d 261 (1977). Therefore, agency fee payers may not be charged the same amount as union members; they must only be charged a lesser amount reflecting a pro rata portion of the union's expenditures on collective bargaining activities. In an effort to satisfy this requirement, the District puts the amounts deducted from the paychecks of agency fee payers in an escrow account. Agency fee payers can get a refund of a portion of these amounts under a procedure set up by agreement between the District and the union. Plaintiffs challenge the constitutionality of this "deduction-escrow-refund" procedure.

The mechanics of the collection procedure are simple: One tenth of the annual union dues is deducted from every teacher's paycheck on the 30th of each month that school is in session--September through June. The union gets the deduction from the paychecks of the union members, but all of the agency fee payers' deductions are put into an independently managed interest-bearing escrow account. The fees stay in escrow until the refund procedure concludes.

The refund process is set in motion no later than October 15th. By that date, the SBTA sends notice to all nonmember contributors telling them how to obtain a rebate of funds not used for collective bargaining. Accompanying this notice is a calculation of the amount the SBTA deems chargeable to representational activities.

To obtain a refund, nonmembers must submit, no later than November 15, a letter objecting to the union's discretionary use of their fees. After they object, teachers may choose one of two routes to get their refund. They can accept the SBTA's calculation of the chargeable percentage, in which case the SBTA gives them a rebate for the entire year by December 7. Or they can dispute the union's allocation and request that the percentage be determined by arbitration. If they choose arbitration, an arbitrator chosen by the American Arbitration Association decides what portion of the total payment is chargeable to collective bargaining. The challenging fee payers and the SBTA may present evidence, orally or by affidavit, at a hearing to be held no later than December 15--a month after objections are made. The arbitrator must issue his award within 30 days of the close of the hearing, and the SBTA must pay the rebate within 20 days of the arbitrator's decision. Assuming a hearing of roughly a week, the payment date falls sometime in mid-February.

Plaintiffs challenge these SBTA procedures under 42 U.S.C. § 1983. They claim the District may not, even temporarily, deduct from their paychecks more than what the union is entitled to receive for collective bargaining activities. Plaintiffs argue that even the temporary retention of funds not allocable to collective bargaining violates their First Amendment right against compelled speech.

Discussion

* Plaintiffs base their argument on the now well-established principle that requiring nonmember employees to contribute to the union's ideological activities runs afoul of the First Amendment. The foundations of this idea are not new: Thomas Jefferson wrote that " 'to compel a man to furnish contributions of money for the propagation of [religious] opinions which he disbelieves, is sinful and tyrannical.' " Abood, 431 U.S. at 234 n. 31, 97 S.Ct. at 1799 n. 31 (1977) (quoting I. Brant, James Madison: The Nationalist 354 (1948)). As Abood makes clear, this reasoning applies equally to compelled political contributions. 431 U.S. at 234-35, 97 S.Ct. at 1799-1800. Thus, the First Amendment protects people from having to put their money where their mouth isn't.

Recent Supreme Court opinions reaffirm the First Amendment's ban on compelled subsidies of ideological causes. See, e.g., Keller v. State Bar, 496 U.S. 1, 15, 110 S.Ct. 2228, 2236, 110 L.Ed.2d 1 (1989); Chicago Teachers Union v. Hudson, 475 U.S. 292, 301-04, 106 S.Ct. 1066, 1073-75, 89 L.Ed.2d 232 (1986).

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994 F.2d 1370, 93 Cal. Daily Op. Serv. 3670, 93 Daily Journal DAR 6318, 143 L.R.R.M. (BNA) 2305, 1993 U.S. App. LEXIS 11419, Counsel Stack Legal Research, https://law.counselstack.com/opinion/debra-j-grunwald-lewis-n-adams-vicki-s-burdeaux-maria-buselle-v-san-ca9-1993.