Roosevelt Elementary School District Number 66 v. Bishop

877 P.2d 806, 179 Ariz. 233, 172 Ariz. Adv. Rep. 3, 1994 Ariz. LEXIS 79
CourtArizona Supreme Court
DecidedJuly 21, 1994
DocketCV-93-0168-T/AP
StatusPublished
Cited by72 cases

This text of 877 P.2d 806 (Roosevelt Elementary School District Number 66 v. Bishop) is published on Counsel Stack Legal Research, covering Arizona Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Roosevelt Elementary School District Number 66 v. Bishop, 877 P.2d 806, 179 Ariz. 233, 172 Ariz. Adv. Rep. 3, 1994 Ariz. LEXIS 79 (Ark. 1994).

Opinions

OPINION

MARTONE, Justice.

The question we decide today is whether a statutory financing scheme for public education that is itself the cause of gross disparities in school facilities complies with the “general and uniform” requirement of Article XI, § 1 of the Arizona Constitution. We hold that it does not.

This is an action brought by certain school districts and classes of parents against the Superintendent of Public Instruction and the State of Arizona seeking a declaration that the statutory scheme for financing public education in Arizona violates the Arizona Constitution. The districts moved for summary judgment. In opposition, the state argued that it was entitled to summary judgment against the districts and claimed the districts’ complaint failed to state a claim upon which relief could be granted. At argument on the districts’ motion, the state conceded that it did not controvert the districts’ factual submission, and both sides apparently agreed that the only issue before the court was whether the districts or the state were entitled to judgment as a matter of law. Even though the state had not filed a motion for summary judgment, the parties agreed at argument that the court was “to treat this matter as though cross-motions for summary judgment were before [it].” Judgment of September 18, 1992, at 2.

The court observed that the undisputed record showed enormous facility disparities among the various school districts and traced these disparities to the statutory scheme, which relies in large part on local property taxation for public school capital requirements. Nevertheless, the court concluded that, as a matter of law, no claim was stated under the Arizona Constitution. It denied the districts’ motion for summary judgment and, in dismissing the districts’ complaint, in effect granted the state’s unasserted cross-motion for summary judgment.

The districts filed an appeal in the court of appeals and then filed a petition for an order transferring the case to this court. We transferred the case because the issues are of statewide importance, involve a claim that decisions of this court should be overruled or qualified, and require an interpretation of the Arizona Constitution. See Rule 19(a), Ariz. R.Civ.App.P. We now reverse the judgment of the superior court and remand the case for entry of judgment in favor of the districts and against the state on the districts’ claim for declaratory relief.

I. THE SETTING

We first describe the undisputed facts and then Arizona’s statutory scheme for financing public education.

A. Facts

The quality of elementary and high school facilities in Arizona varies enormously from district to district. There are disparities in the number of schools, their condition, their age, and the quality of classrooms and equipment. Some districts have schoolhouses that are unsafe, unhealthy, and in violation of building, fire, and safety codes. Some districts use dirt lots for playgrounds. There are schools without libraries, science laboratories, computer rooms, art programs, gymnasiums, and auditoriums. But in other districts, there are schools with indoor swimming pools, a domed stadium, science laboratories, television studios, well stocked libraries, satellite dishes, and extensive computer systems.

[236]*236The quality of a district’s capital facilities is directly proportional to the value of real property within the district. There is wide disparity in assessed valuation per pupil among the school districts in Arizona. Property-rich districts are not necessarily districts in which rich people live. A ¿strict with much taxable commercial property, or with a power plant within its boundaries, is property-rich even though its residents may be lower income. For example, the assessed value of the Ruth Fisher Elementary School District approaches $2 billion because the Palo Verde Nuclear Generating Station is located there. As a result, Ruth Fisher Elementary School District has the greatest level of assessed valuation per pupil at $5.8 million. School Management Information Data 1990, Arizona State University, College of Education 75 [hereinafter School Management ] (based on selected data 1988/89). In contrast, the San Carlos Unified District has an assessed valuation per pupil of $749. Id. There is scarcely any commercial property in the San Carlos district because it lies within Gila county, where only 4% of the land is available for commercial or individual use. Id. at 15.

A property-poor district with high tax rates may generate less revenue for the capital needs of the district than a property-rich district with low tax rates. For example, in 1989-90, the Roosevelt School District in south Phoenix had a composite tax rate1 of $4.37 per $100 of assessed value, while the Ruth Fisher School District had a tax rate of $.11 per $100 of assessed value. Id. at 76.

Even if the commercial property in districts is comparable, demographic factors such as income and student population will cause disparities. For example, the Madison Elementary School District and the Roosevelt Elementary School District have similar distributions of commercial and residential property. But Madison is located in north central Phoenix and is largely middle income while Roosevelt is located in south Phoenix and is largely lower income. Residential property values differ significantly, which is a cause of the large property value disparity: $526 million for Madison compared to $195 million for Roosevelt. Moreover, Roosevelt has more students. Thus, Madison’s assessed value per pupil is $130,-778 while Roosevelt’s assessed value per pupil is only $18,293. School Management at 29; see also Affidavit of Sid Borcher at 4.

The Superintendent of Public Instruction admits that there is a “sense of ... bareness about some of the facilities in the poorer districts, that they are minimal____ It is basically four walls, a roof, and classroom inside, and that’s about the extent of it.” Deposition of Diane Bishop at 16. She acknowledges that the state budget is insufficient for the capital needs of many school districts, id. at 33-34, and that a ¿strict’s property value largely determines its ability to construct new buildings and to buy computers and textbooks. Id. at 34. The Superintendent agrees that the quality of education a child receives in Arizona should not depend on whether the child lives in a wealthy or poor school district. Id. at 38. Indeed, the Superintendent “think[s] education is a state responsibility and that all children of the state have the same rights to education.” Id.

B. The Statutory Scheme for Public School Financing

The Arizona education statutes reflect the complexity of the underlying system. See A.R.S. §§ 15-101 to -1901. The statutes assign tasks to the state and delegate others to the counties and local school districts. School districts, political subdivisions of the state with geographic boundaries, are organized to administer, support and maintain public schools. A.R.S. § 15-101(15). The statutes accommodate pre-statehood districts, A.R.S.

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Bluebook (online)
877 P.2d 806, 179 Ariz. 233, 172 Ariz. Adv. Rep. 3, 1994 Ariz. LEXIS 79, Counsel Stack Legal Research, https://law.counselstack.com/opinion/roosevelt-elementary-school-district-number-66-v-bishop-ariz-1994.