Sizemore v. Myers

950 P.2d 314, 326 Or. 143, 1997 Ore. LEXIS 592
CourtOregon Supreme Court
DecidedDecember 11, 1997
DocketSC S44531
StatusPublished

This text of 950 P.2d 314 (Sizemore v. Myers) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sizemore v. Myers, 950 P.2d 314, 326 Or. 143, 1997 Ore. LEXIS 592 (Or. 1997).

Opinion

CARSON, C. J.

This is an original ballot title proceeding, in which petitioner challenges the ballot title for a proposed initiative measure. Petitioner is a dissatisfied elector who submitted timely written comments to the Secretary of State about the draft ballot title prepared by the Attorney General. ORS 250.067(1) and (2). After considering petitioner’s and other comments, the Attorney General revised his draft ballot title and certified the title quoted below. Petitioner now seeks a different ballot title, challenging the result statements and the summary of the certified ballot title.1 As we shall explain, we conclude that the Attorney General’s certified ballot title substantially complies with the requirements of ORS 250.035(2). See ORS 250.085(5) (establishing this court’s standard of review). Accordingly, we certify the Attorney General’s ballot title.

The proposed measure, entitled “Spending Limit Act of 1998,” is rather lengthy, but requires only a brief summary here. The measure would amend the Oregon Constitution by adding 17 sections to Article XI-A and by renaming Article XI-A as “Limits on Government Revenue and Spending.” The measure would limit the revenue of state and local governments, including school districts, to each entity’s highest total revenue in either of the two fiscal years ending before the effective date of the amendment, adjusted annually for inflation and population. The measure also would limit annual spending by state and local governments, including school districts, to the sum of the respective entity’s: (1) revenue limit for the year in question, including annual adjustments for inflation and population; (2) actual receipts that are excluded from the definition of revenue under the measure; and (3) net unspent funds, if any, carried over from the preceding year.

Additional provisions in the proposed measure relate, among other things, to future changes in the revenue [146]*146and spending limits, subject to electoral vote, to temporary exceptions from the revenue and spending limits to pay for jails and prisons, and to the funding of employee retirement and benefit plans. Under the measure, any taxpayer or citizen has standing to sue to enforce its provisions, and reasonable attorney fees and legal expenses must be awarded to successful plaintiffs.

After considering written comments concerning the draft ballot title, the Attorney General certified the following ballot title for the proposed measure:

“AMENDS CONSTITUTION: LIMITS STATE, LOCAL GOVERNMENT, AND SCHOOL DISTRICT REVENUE AND SPENDING
“RESULT OF YES’ VOTE: Tes’ vote limits state, local government, school district revenue and spending, and growth of each.
“RESULT OF NO’ VOTE: ‘No’ vote retains statutory state spending limit, rejects constitutional state, local government revenue, spending limits.
“SUMMARY: Amends constitution. Limits state, local government, school district revenue. Beginning limit is highest revenue in one of last two fiscal years. Limit adjusted annually for inflation, population growth. Voters may temporarily raise limit by 2/3 vote, permanently reduce limit by majority vote. Limits spending to revenue limit, plus excluded receipts, unspent funds carried over. Allows temporary spending outside limit for jails, prisons. Government employee retirement, benefit plans must be fully funded with real assets within 20 years. Authorizes lawsuits, automatic attorney fees for prevailing citizen.”

As noted, petitioner challenges the result statements and the summary of the certified title, but not the caption.

The “result of a ‘yes’ vote” statement must contain “[a] simple and understandable statement of not more than 15 words that describes the result if the * * * measure is approved.” ORS 250.035(2)(b). Petitioner contends that, because the Attorney General’s “yes” statement essentially reiterates the wording contained in the caption, it does not inform the voters about the result if the measure is approved. [147]*147Petitioner further argues that the “yes” statement “avoids mentioning the measure’s chief effect, which * * * is to limit government spending to the sum of the rates of inflation and [population] growth.” Petitioner suggests an alternative “yes” statement that focuses upon the specific future limits upon government revenue and spending contained in the measure.

We are not persuaded by petitioner’s contentions. First, the Attorney General’s “yes” statement accurately describes the result if this proposed measure is approved. The measure would impose a threshold limit upon government revenue and spending, as well as a limit upon annual increases in revenue and spending. Petitioner’s suggested “yes” statement inappropriately focuses upon only the latter type of limit. In contrast, the Attorney General’s certified “yes” statement refers to both the threshold and the growth limits contained in the proposed measure. Second, we note that this court has endorsed the Attorney General’s use of consistent wording in the caption and the corresponding result statements. See Hamilton v. Myers, 326 Or 44, 52-53, 943 P2d 214 (1997) (court approved result statements maintaining the same focus as the caption, as “in accord with this court’s case law endorsing internal consistency in ballot titles”), and cases cited therein.

Petitioner also contends that the average voter might think that the phrase “and growth of each” in the certified “yes” statement modifies the phrase “state, local government [and] school districts],” instead of the “revenue and spending” of those entities. We disagree. In our view, when the entire statement is read in full, the phrase “and growth of each” clearly modifies the words “revenue and spending.”

Petitioner next challenges the “result of a ‘no’ vote” statement, which must contain “[a] simple and understandable statement of not more than 15 words that describes the result if the * * * measure is rejected.” ORS 250.035(2)(c). Petitioner first contends that the certified “no” statement is not simple and understandable, because it includes the phrase “retains statutory state spending limit,” which does not appear in the certified “yes” statement. In petitioner’s view, voters might think that a “yes” vote would repeal the [148]*148statutory state spending limit, which the proposed measure does not mention. He further contends that the lack of similarity between the “yes” and “no” statements violates ORS 250.035(3), which provides that result statements “shall be written so that, to the extent practical, the language of the two statements is parallel.”

The Attorney General responds that, if approved, the proposed measure would repeal ORS 291.355

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Related

Bernard v. Keisling
858 P.2d 1309 (Oregon Supreme Court, 1993)
Hamilton v. Myers
943 P.2d 214 (Oregon Supreme Court, 1997)
Mannix v. Kulongoski
918 P.2d 839 (Oregon Supreme Court, 1996)

Cite This Page — Counsel Stack

Bluebook (online)
950 P.2d 314, 326 Or. 143, 1997 Ore. LEXIS 592, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sizemore-v-myers-or-1997.