Monte D. Tucker v. State of California Department of Education James L. Phillips Maria R. Balakshin Terry Proschold

97 F.3d 1204, 12 I.E.R. Cas. (BNA) 167, 96 Daily Journal DAR 12163, 96 Cal. Daily Op. Serv. 7399, 1996 U.S. App. LEXIS 26199, 69 Empl. Prac. Dec. (CCH) 44,338, 71 Fair Empl. Prac. Cas. (BNA) 1863, 1996 WL 563608
CourtCourt of Appeals for the Ninth Circuit
DecidedOctober 4, 1996
Docket94-16267
StatusPublished
Cited by92 cases

This text of 97 F.3d 1204 (Monte D. Tucker v. State of California Department of Education James L. Phillips Maria R. Balakshin Terry Proschold) 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
Monte D. Tucker v. State of California Department of Education James L. Phillips Maria R. Balakshin Terry Proschold, 97 F.3d 1204, 12 I.E.R. Cas. (BNA) 167, 96 Daily Journal DAR 12163, 96 Cal. Daily Op. Serv. 7399, 1996 U.S. App. LEXIS 26199, 69 Empl. Prac. Dec. (CCH) 44,338, 71 Fair Empl. Prac. Cas. (BNA) 1863, 1996 WL 563608 (9th Cir. 1996).

Opinion

REINHARDT, Circuit Judge:

Monte Tucker, the plaintiff-appellant, is a deeply religious man who works as a computer analyst in the California State Department of Education. He contends that orders promulgated by his supervisors that forbid employees in his division from engaging in any oral or written religious advocacy in the workplace and displaying any religious artifacts, tracts or materials outside their offices or cubicles violate his rights to freedom of speech guaranteed by the First Amendment. Although the government may have legitimate interests in preventing a number of the activities in which Tucker has engaged or wants to continue to engage, the challenged orders are overbroad and impermissibly infringe on First Amendment rights. Accordingly we reverse the district court order granting summary judgment for the government and direct that summary judgment be issued in favor of Tucker.

FACTS AND PROCEDURAL HISTORY

Tucker has worked as a computer analyst for the State Department of Education since 1977. He is currently employed in the Child Nutrition and Food Distribution Division. His religious beliefs command him to give credit to God for the work he performs. In 1988, he decided to comply with this command by placing the phrase “Servant of the Lord Jesus Christ” and the acronym “SOTLJC” after his name on the label of a software program he was working on. The program, with the acronym, was distributed within the department. Tucker began placing the acronym on other material he was working on. Shortly thereafter, his supervisor, James Phillips, instructed him not to use the acronym. After a series of orders and warnings, Tucker was suspended for five days in May 1988.

On June 9, 1988 Tucker met with a number of his supervisors, including Phillips and Maria Balakshin, who gave him the following orders:

1. You are to refrain from using a name, acronym, or symbol with religious connotations on any document in the work place. This prohibition of the use of religious names, acronyms or symbols in the work place applies but is not limited to:
a), all written correspondence (letters/memorandums) [sic] prepared in either draft or final format on State letterhead or plain paper.
b). any written correspondence circulated within your work unit, division, branch or department.
e). all data keyed into the computer (including logos on computer software applications)
2. You are to refrain from initiating or promoting religious discussions during the course of your work day. Breaks and lunch periods are excluded, provided such prohibited activity takes place outside the work place.
3. You are to refrain from displaying or promoting religious books, pamphlets, tracts, brochures, pictures, etc., outside the inner perimeter surfaces of the partitions that define your office space.

On February 7, 1989 Balakshin issued the following orders to all employees of the Child Nutrition and Food Distribution Division, including Tucker, which provide that they may not:

1. Store or display any religious artifacts, tracts, information or other materials in any part of the workplace other than in their own closed offices or defined cubicles;
*1209 2. Engage in any religious advocacy, either written or oral, during the work hours or in the workplace.
3. Place any personal acronym, title, symbol, logo, or declaration unrelated to the business of the Department on any official communication or work product.

In May 1989 Tucker filed an action in federal district court against the California Department of Education and his supervisors alleging both constitutional and statutory (Title VII) causes of action. In 1990 the district court denied Tucker’s motion for a preliminary injunction. In April 1991 the court granted partial summary judgment for the defendants on the question of Tucker’s facial challenge to the constitutional validity of the department’s orders and denied summary judgment on the Title VII claim. In 1994, the parties stipulated to the dismissal of Tucker’s remaining unadjudicated claims under Federal Rule of Civil Procedure 41(a), and the court directed the clerk to enter judgment for the defendants. Tucker filed a timely appeal in which he challenges the validity of two of the February 7, 1989 orders. 1

I. THE ORDER BANNING RELIGIOUS ADVOCACY

We consider first the order banning religious advocacy, written or oral, in the workplace. 2 Both in their briefs and at oral argument the parties disagreed as to the relevant cases and doctrinal framework to be applied to the issues before us. The parties both discuss areas of First Amendment jurisprudence that are of no relevance in addition to those that are directly applicable. Although we must look to the most appropriate precedent and doctrine, we are also aware of the dangers of reducing the First Amendment to a series of doctrinal cubbyholes and of warping different fact situations to fit into the boxes we have created. “First Amendment doctrines are manifold, and their diverse facts and analyses may reveal but one consistent truth with respect to the amendment — each ease is decided on its own merits.” Bishop v. Aronov, 926 F.2d 1066, 1070 (11th Cir.1991), cert. denied, 505 U.S. 1218, 112 S.Ct. 3026, 120 L.Ed.2d 897 (1992).

Our first step is to try to separate the doctrines that are applicable here from those that are not. Tucker contends that the orders must pass strict scrutiny because the government has created a limited purpose public forum in its offices by allowing its employees both to discuss “public questions when they assemble informally at their desks, drinking fountains, lunch rooms, copy machines, etc.” and to display written materials in and around their offices and cubicles. We reject that argument. In Cornelius v. NAACP Legal Defense Fund, 473 U.S. 788, 802, 105 S.Ct. 3439, 3449, 87 L.Ed.2d 567 (1985), the Court stated, “[t]he government does not create a public forum by inaction or by permitting limited discourse, but only by intentionally opening a nontraditional forum for public discourse.” (emphasis added). Assuming that Tucker and his co-workers talked about whatever they wanted to at work (before the passage of the challenged order), and that they posted all sorts of materials on the walls, that still would not show that the government had intentionally opened up the workplace for public discourse.

We also reject the state’s argument that the orders should be considered time, place and manner restrictions. The time, *1210 place and manner test is only applicable to speech regulations that are content neutral. Clark v. Community for Creative Non-Violence,

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Bluebook (online)
97 F.3d 1204, 12 I.E.R. Cas. (BNA) 167, 96 Daily Journal DAR 12163, 96 Cal. Daily Op. Serv. 7399, 1996 U.S. App. LEXIS 26199, 69 Empl. Prac. Dec. (CCH) 44,338, 71 Fair Empl. Prac. Cas. (BNA) 1863, 1996 WL 563608, Counsel Stack Legal Research, https://law.counselstack.com/opinion/monte-d-tucker-v-state-of-california-department-of-education-james-l-ca9-1996.