Hazen v. County of Peoria

485 N.E.2d 1325, 138 Ill. App. 3d 836, 93 Ill. Dec. 115, 1985 Ill. App. LEXIS 2753
CourtAppellate Court of Illinois
DecidedNovember 22, 1985
Docket3-85-0216
StatusPublished
Cited by9 cases

This text of 485 N.E.2d 1325 (Hazen v. County of Peoria) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hazen v. County of Peoria, 485 N.E.2d 1325, 138 Ill. App. 3d 836, 93 Ill. Dec. 115, 1985 Ill. App. LEXIS 2753 (Ill. Ct. App. 1985).

Opinion

JUSTICE BARRY

delivered the opinion of the court:

This appeal is brought by plaintiffs, Veterans Assistance Commission of Peoria County (VAC) and Richard Hazen, superintendent of the VAC, from an order denying them a writ of mandamus against the county board of Peoria County and granting the county of Peoria an injunction which compels plaintiffs to comply with the rules and regulations of the Department of Public Aid. Defendants, the county of Peoria and the county board of Peoria, have cross-appealed from orders which require the county to pay the fees of private counsel retained by plaintiffs for this litigation.

The facts are not in dispute. Prior to 1983 the Veterans Assistance Commission of Peoria County was primarily funded by a real estate tax levied by the Peoria County Board for veterans assistance purposes pursuant to section 28a of the Counties Act (Ill. Rev. Stat. 1983, ch. 34, par. 506). The maximum tax rate permitted by the statute for Peoria County is .03% of the assessed value of all taxable property. In August of 1983, the county board, with the approval of Hazen, applied for supplemental funding for indigent veterans from the Department of Public Aid. Funds totalling $339,000 were received from the Department and were dispensed to veterans by the VAC.

Then the Department performed an audit of the procedures and records used by the VAC for the period ending April 30, 1984, and discovered a number of areas of noncompliance with Department regulations. According to a letter dated August 7, 1984, to Hazen from the Department, “corrective action” needed to be taken as follows: (1) VAC funds are to be maintained separately from all other county funds; (2) the deficiencies contained in the detailed audit findings must be corrected; and (3) the Department’s regional office must assign staff to help the County and the VAC bring their general assistance programs into compliance with Department regulations. This litigation involves only the question of compliance with the deficiencies noted in the audit findings.

Hazen submitted the VAC budget request for fiscal year 1984-85 to the county board finance committee in September or October of 1984. The VAC requested $360,000 which would require a tax rate of .03%, but the county board approved a levy of $236,544 which would require a tax rate of .02%, the rate which must be levied in order to qualify for State funds to supplement local funds for public aid purposes. (Ill. Rev. Stat. 1983, ch. 23, par. 12 — 21.13.) The county board directed the VAC to comply with rules and regulations of the Department of Public Aid so that the remainder of the funds needed could be obtained from the State. Hazen and the VAC refused to attempt compliance and instead filed a petition for mandamus and injunctions to compel the county board to levy the full amount requested by the VAC. The defendants counterclaimed for a declaratory judgment and for an injunction or a writ of mandamus to require plaintiffs to comply with the Public Aid Code. After a hearing before the circuit court of Peoria County, the court ruled in favor of defendants on both the petition and the counterclaim, except the court required the county to pay plaintiffs’ attorney fees. This appeal followed.

Plaintiffs first contend that the trial court erred in refusing to issue a writ of mandamus to compel the county board to provide “just and necessary” funds for relief of indigent veterans under “An Act to regulate the granting of assistance to indigent war veterans and their families,” more commonly known as the Bogardus Act (Ill. Rev. Stat. 1983, ch. 23, par. 3081 et seq.). Section 2 of that Act provides, inter alia, for the VAC to recommend the amount of funds that are needed, and if the county board “fails or refuses after such recommendations to provide any just and necessary sums of money for such assistance,” then the VAC superintendent “shall apply to the circuit court of the district or county for relief by mandamus upon the *** county board requiring *** it to pay, or to appropriate and pay such sums of money, and upon proof made of the justice and necessity of the claim, the circuit court shall grant such relief.” Ill. Rev. Stat. 1983, ch. 23, par. 3082.

Plaintiffs acknowledge that mandamus will not lie to compel the performance of an official duty in a particular manner where the exercise of judgment or discretion is involved. (Chicago Association of Commerce & Industry v. Regional Transportation Authority (1981), 86 Ill. 2d 179, 427 N.E.2d 153.) However, they insist that here they are not asking for review of a discretionary act but rather are seeking to compel the county board to proceed to exercise its discretion which it has previously failed to do. Simply put, plaintiffs claim that the county board failed to exercise any discretion when it refused to levy real estate taxes for the full amount recommended by the VAC and instead levied at a rate of only .02% which is the qualifying rate for supplemental State funds.

In the case of Ickes v. Board of Supervisors (1953), 415 Ill. 557, 114 N.E.2d 669, the Supreme Court of Illinois reviewed the issuance of a writ of mandamus where the county board had refused to appropriate the full $7,400 recommended by the "VAC for salaries of the superintendent and the secretary and instead had appropriated only $4,000. The court reversed the circuit court order and stated:

“Analyzing the statute in question, it is apparent that the county board must make an appropriation upon the recommendation of the veterans assistance commission. That appropriation, however, can be no more than the maximum allowed by the statute. The act does not say that the appropriation must be in the amounts recommended by the commission. *** [A] writ of mandamus will not lie to challenge the sufficiency of an appropriation made by the board where the amount to be appropriated lies within the discretion of the board.” 415 Ill. 557, 561-62, 114 N.E.2d 669, 671.

The case before us requires application of the same principle as did the case of Ickes v. Board of Supervisors. The Peoria County Board did not refuse to levy taxes to provide funds for the assistance of indigent veterans but rather refused to provide all the funds requested by the "VAC from real estate tax revenues. The county board has determined that the needs of indigent veterans in the county of Peoria can better be met by utilizing State assistance funds which are available to the county provided that certain requirements are met. That determination by the county board is properly a discretionary judgment made by the officials elected to make such decisions. A writ of mandamus cannot be used to review the sufficiency of the tax levy approved by the county board in this case.

Furthermore, a careful reading of the statute in question discloses no requirement that all the just and necessary funds be provided from a tax on real property. The county board chose to authorize only such property taxes as were sufficient to qualify for State assistance and then to provide the remainder of the requested funds from the State.

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Cite This Page — Counsel Stack

Bluebook (online)
485 N.E.2d 1325, 138 Ill. App. 3d 836, 93 Ill. Dec. 115, 1985 Ill. App. LEXIS 2753, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hazen-v-county-of-peoria-illappct-1985.