Morgan v. Swanson

627 F.3d 170
CourtCourt of Appeals for the Fifth Circuit
DecidedSeptember 27, 2011
Docket09-40373
StatusPublished

This text of 627 F.3d 170 (Morgan v. Swanson) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fifth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Morgan v. Swanson, 627 F.3d 170 (5th Cir. 2011).

Opinion

Case: 09-40373 Document: 00511615560 Page: 1 Date Filed: 09/27/2011

IN THE UNITED STATES COURT OF APPEALS FOR THE FIFTH CIRCUIT United States Court of Appeals Fifth Circuit

FILED September 27, 2011

No. 09-40373 Lyle W. Cayce Clerk

DOUG MORGAN, et al.,

Plaintiffs-Appellees v.

LYNN SWANSON, et al.,

Defendants-Appellants

Appeal from the United States District Court for the Eastern District of Texas

Before JONES, Chief Judge, and KING, JOLLY, DAVIS, SMITH, GARZA, DeMOSS, BENAVIDES, STEWART, DENNIS, CLEMENT, PRADO, OWEN, ELROD, SOUTHWICK, and HAYNES, Circuit Judges.

FORTUNATO P. BENAVIDES, Circuit Judge: This is a qualified immunity appeal that asks us to decide whether defendant school principals violated clearly established law when they restricted elementary students from distributing written religious materials while at school. Answering this question requires recourse to a complicated body of law that seeks, often clumsily, to balance a number of competing First Amendment imperatives. This body of law failed to place the constitutionality of the defendants’ conduct beyond debate, so they are entitled to qualified immunity. Parts I through IV of this opinion, together with the separate concurrences of Case: 09-40373 Document: 00511615560 Page: 2 Date Filed: 09/27/2011

No. 09-40373

Chief Judge Jones, Judge King, Judge Garza, Judge Owen and Judge Dennis, reflect the views of the majority of the en banc Court granting qualified immunity to the principals and the judgment reversing the district court.1 Although the law was not clearly established, a separate majority of the Court holds that the principals’ actions—as alleged in the complaint—were unconstitutional. Parts III A, C, and D of Judge Elrod’s opinion represent the opinion of the court on these issues, with special concurrences by both Judge Prado and Judge Owen. I The plaintiffs in this case are four former elementary-school students in the Plano Independent School District (PISD), along with their parents. The plaintiffs are evangelical Christians, which is to say, in their own words, that their faith “strongly emphasizes the personal nature of personal evangelism and dissemination of religious viewpoint material.” They explain that their religious training and beliefs require them to “communicate religious viewpoint ideas to their peers, classmates, and other students,” so as to “introduce . . . classmates . . . to the truth of the Christian Faith.” These students and their families have sued PISD because school officials have, at various times and in various ways, prevented them from evangelizing while at school. More specifically, the linchpin of the plaintiffs’ claims is that they have been prohibited from distributing written religious materials while at school.

1 Parts I through IV of this opinion, granting immunity to the defendants because the law was not clearly established, are joined by Judges King, Davis, and Stewart. Judge Dennis also joins these Parts in full, except for one point of law in Part IV(A), as discussed in his special concurrence. Judge Owen joins only Parts II through IV. Part V of this opinion addresses the constitutionality of the principals’ conduct, as alleged in the complaint. Parts V(A) through (C) conclude that one of the incidents involving Principal Bomchill was unconstitutional, while Part V(D) concludes that the Court should not reach the underlying constitutional question as to the remaining incidents. Judges King, Davis, Garza, Stewart, and Dennis would not address the constitutionality of the conduct of either principal and join only in Part V(D).

2 Case: 09-40373 Document: 00511615560 Page: 3 Date Filed: 09/27/2011

Before us today are two individual defendants’ motions to dismiss for qualified immunity.2 Jonathan Morgan and Stephanie Versher (with their parents) bring damages claims against, respectively, Lynn Swanson, principal of Thomas Elementary School, and Jackie Bomchill, former principal of Rasor Elementary School.3 The district court denied Swanson and Bomchill’s joint motion to dismiss for qualified immunity. The principals appealed, and a panel of this Court affirmed.4 The principals petitioned for rehearing en banc, and we granted their motion.5 A Plaintiff Jonathan Morgan alleges that Principal Swanson violated his First Amendment rights in connection with a so-called “winter-break” party at Thomas Elementary in December of 2003. The winter-break parties were conducted yearly at Thomas Elementary in individual classrooms for attendance by all students. The parties were conducted pursuant to written “guidelines and

2 The case now before us represents a relatively small part of the plaintiffs’ larger suit. The complaint mounts facial and as-applied challenges to several versions of PISD’s student- speech policy, along with claims against six school officials in their official and individual capacities. These various claims are proceeding in pieces. We have already considered and rejected a facial challenge to one version of PISD’s student-speech policy. See Morgan v. Plano Indep. Sch. Dist. (Morgan I), 589 F.3d 740 (5th Cir. 2009). The as-applied challenge to the school policy and the official-capacity claims will proceed on their own timetable. In other words, this is not our first word on the issues in this case, and it will likely not be our last. 3 A third student, Michaela Wade, also asserts claims against Swanson. However, the complaint plainly indicates that “[t]he Wade Plaintiffs do not seek damages”; their allegations are offered only in support of the plaintiffs’ claims for equitable relief. This is an appeal from a denial of qualified-immunity, which is an immunity from claims for damages only. See, e.g., Williams v. Ballard, 466 F.3d 330, 334 (5th Cir. 2006) (citing Orellana v. Kyle, 65 F.3d 29, 33 (5th Cir. 1995)). Like the district court below, we do not consider the Wade incident in determining Swanson’s entitlement to immunity. 4 Morgan v. Swanson, 627 F.3d 170, vacated and reh’g granted, 628 F.3d 705 (5th Cir. 2010) (en banc). 5 Morgan, 628 F.3d at 705.

3 Case: 09-40373 Document: 00511615560 Page: 4 Date Filed: 09/27/2011

regulations”6 and were planned and supervised by volunteer room parents and individual classroom teachers. Although the parties were conducted in individual classrooms, they were governed across each grade level by strict, specific guidelines. Third-grader Jonathan Morgan wished to distribute a gift to his classmates at the 2003 winter-break party, as he alleges was common practice at his school. Students typically brought gifts for their classmates to the winter- break parties in gift bags, or “goody bags.” Morgan’s proposed gift was a “candy cane ink pen,” attached to a laminated bookmark containing a written message, “The Legend of the Candy Cane”: A candy maker wanted to invent a candy that was a witness to Christ. First of all, he used a hard candy because Christ is the Rock of Ages. This hard candy was shaped so that it would resemble a “J” for Jesus, or, turned upside down, a shepherd’s staff. He made it white to represent the purity of Jesus. Finally, a red stripe was added to represent the blood Christ shed for the sins of the world, and three thinner red stripes he received on our behalf when the Roman soldiers whipped him. Sometimes a green stripe is added as a reminder that Jesus is a gift from God. The flavor of the cane is peppermint, which is similar to hyssop. Hyssop is in the mint family and was used in the Old Testament for purification and sacrifice.

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Bluebook (online)
627 F.3d 170, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morgan-v-swanson-ca5-2011.