J. Markham v. T.W. Wolf, in his Official Capacity as Governor of the Com of PA

CourtCommonwealth Court of Pennsylvania
DecidedOctober 20, 2021
Docket176 M.D. 2015
StatusUnpublished

This text of J. Markham v. T.W. Wolf, in his Official Capacity as Governor of the Com of PA (J. Markham v. T.W. Wolf, in his Official Capacity as Governor of the Com of PA) is published on Counsel Stack Legal Research, covering Commonwealth Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
J. Markham v. T.W. Wolf, in his Official Capacity as Governor of the Com of PA, (Pa. Ct. App. 2021).

Opinion

IN THE COMMONWEALTH COURT OF PENNSYLVANIA

Jessica Markham, Victoria Markham, : Jesse Charles, Pennsylvania Homecare : Association, United Cerebral Palsy of : Pennsylvania, : : Petitioners : : v. : No. 176 M.D. 2015 : Argued: September 23, 2021 Thomas W. Wolf, in his Official : Capacity as Governor of the : Commonwealth of Pennsylvania, : Department of Human Services, : Office of Long Term Living, : : Respondents :

BEFORE: HONORABLE RENÉE COHN JUBELIRER, Judge HONORABLE MICHAEL H. WOJCIK, Judge (P.) HONORABLE BONNIE BRIGANCE LEADBETTER, Senior Judge

OPINION NOT REPORTED

MEMORANDUM OPINION BY JUDGE WOJCIK FILED: October 20, 2021

Before the Court is the Application for Summary Relief (ASR) filed by Thomas W. Wolf, in his Official Capacity as Governor of the Commonwealth of Pennsylvania (Governor), the Department of Human Services (DHS), Office of Long Term Living (collectively, Respondents) to the Petition for Review in the Nature of a Complaint for Declaratory Judgment and Equitable Relief (PFR) filed by Jessica Markham, Victoria Markham, Jesse Charles, Pennsylvania Homecare Association, and United Cerebral Palsy of Pennsylvania (collectively, Petitioners), following remand to this Court by the Pennsylvania Supreme Court in Markham v. Wolf, 147 A.3d 1259 (Pa. Cmwlth. 2016) (Markham I), vacated and remanded, 190 A.3d 1175 (Pa. 2018) (Markham II). We grant Respondents’ ASR and dismiss Petitioners’ PFR. This Court has summarized the relevant history of this case as follows:

DHS administers the Commonwealth’s home care services programs (HCSPs) and numerous Medicaid waiver programs pursuant to the Attendant Care Services Act (Act 150)[, Act of December 10, 1986, P.L. 1477, [No. 150,] 62 P.S. §§3051-3058]. Act 150 authorizes in-home personal (non-medical) care provided by Direct Care Workers (DCW[s]) to those individuals receiving in-home services rather than services in an institutional setting (Participant Model). Under the Participant Model, participants direct the services received and recruit, hire, and manage the DCWs who work for them.

Jessica Markham was a DCW employed to provide attendant care services via the Participant Model to her mother Victoria Markham (i.e., a Participant). See [PFR] at 5, ¶¶6-7. Jesse Charles is also an HCSPs consumer (i.e., a Participant). See [PFR] at 6, ¶8.

In an effort to improve home care quality and DCW working conditions by creating an employee organization, on February 27, 2015, [the Governor] signed [Executive Order 2015-05 (EO 2015-05), 4 Pa. Code §§7a.111- 7a.117,] entitled “Participant-Directed Home Care Services,” which, in Section 4, authorized [the] “creation each month of the DCW List, which includes the names and addresses of all DCWs who, within the previous three months, have been paid through a[n HCSP] that provides participant-directed services.” [Markham II, 190 A.3d at 1179].

On April 6, 2015, based in part upon their concern that “the purpose of the DCW List is to provide a list of eligible voters to labor organizations interested in

2 organizing the [DCWs] so that they may be solicited” by the prospective employee organization, [PFR] at 29, ¶51, Petitioners filed an original jurisdiction action in this Court alleging, inter alia, that [EO 2015-05] violates their “privacy interest[s] in not having their personal contact and other private information disclosed by the Commonwealth to any labor unions without their consent.” [PFR] at 56, ¶205; see also [PFR] at 55-58, ¶¶200-211. The parties filed cross-[ASRs].

This Court ruled, inter alia, that Section 4 of the [EO 2015-05] was invalid, and enjoined the enforcement thereof. See Markham [I]. Respondents appealed to the Supreme Court. In Markham II, the Supreme Court rejected the bases upon which this Court found the executive order invalid, and remanded the case, stating:

Without a record or a lower court analysis of the Executive Order and the application of the balancing test contemplated by our recent decision in Pennsylvania State Education Association v. Department of Community and Economic Development, 148 A.3d 142 (Pa. 2016) [(PSEA)], we are compelled to remand this case to the Commonwealth Court to address this issue in the first instance, and to conduct further proceedings if necessary.

Thus, for the reasons set forth above, we vacate the Commonwealth Court’s determination that [EO 2015-05] is infirm. However, because the Commonwealth Court did not reach [Petitioners’] claim that [EO 2015-05’s] distribution of the DCW List impacts upon DCWs’ and [P]articipants’ privacy rights, we remand the matter so that the Commonwealth Court may address it.

Markham II, 190 A.3d at 1190 (emphasis added; footnote omitted). Thus, the Supreme Court remanded the matter for this Court to undertake the PSEA balancing test to determine whether the public interest in releasing a person’s name, address and other personal information 3 outweighs the person’s (i.e., DCWs and Participants) interest in keeping the information private. Id.

However:

During the pendency of this action, the services provided by Jessica Markham to . . . Victoria Markham were changed from the [HCSPs] to a Medicare program. Thus, while Jessica [Markham] continues to provide in-home care to Victoria [Markham], Jessica [Markham] is no longer a DCW under the [HCSPs].

[PFR] at 6, ¶25.

On August 9, 2019, [James C.] Taylor, a DCW who provides services to Petitioner Jesse Charles through a[n HCSP], filed [a] Petition [to Intervene] in this matter, arguing that because Petitioner Jessica Markham is no longer a DCW and, thus, there is no DCW remaining in this case, he should be permitted to intervene. See Petition at 7, ¶¶26-27, at 10, ¶40. On August 23, 2019, Respondents filed an Answer to Taylor’s Petition.

On September 6, 2019, this Court scheduled a hearing on Taylor’s Petition for October 15, 2019. On September 24, 2019, Respondents filed the Application to Dismiss, stating that since Petitioner Jessica Markham is no longer a DCW, the case is no longer active. On October 8, 2019, Petitioners filed an Answer to the Application to Dismiss. On October 15, 2019, a hearing was held on the Petition and argument was conducted on the [Application]. Markham v. Wolf (Pa. Cmwlth., No. 176 M.D. 2015, filed October 24, 2019) (Markham III), slip op. at 2-4 (emphasis in original). Ultimately, following the hearing, this Court issued an order granting the Petition to Intervene on the bases that “Taylor is a DCW that could have joined this litigation at its inception” under Pa.R.Civ.P. 2327(3); “Taylor clearly has a strong interest in the outcome of this litigation,” under Pa.R.Civ.P. 2327(4), “as the 4 only remaining issue is the privacy issue (i.e., whether the public interest in releasing a DCW’s name and address and other personal information outweighs individual privacy interests)”; and “Taylor is not disqualified by any of the three enumerated grounds to refuse intervention” under Pa.R.Civ.P. 2329. Markham III, slip op. at 7. Finally, following argument, we denied the Application to Dismiss because, in remanding the matter, the Supreme Court recognized that “‘[o]ften, the DCW is a [P]articipant’s relative living with the [P]articipant’” and “that the privacy rights of both DCWs and Participants are at issue.” Id. at 8 (quoting and citing Markham II, 190 A.3d at 1177, 1190).

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J. Markham v. T.W. Wolf, in his Official Capacity as Governor of the Com of PA, Counsel Stack Legal Research, https://law.counselstack.com/opinion/j-markham-v-tw-wolf-in-his-official-capacity-as-governor-of-the-com-of-pacommwct-2021.