State ex rel. Ohio Atty. Gen. v. Peterson

2021 Ohio 4124, 182 N.E.3d 41
CourtOhio Court of Appeals
DecidedNovember 18, 2021
Docket110361 & 110386
StatusPublished
Cited by2 cases

This text of 2021 Ohio 4124 (State ex rel. Ohio Atty. Gen. v. Peterson) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
State ex rel. Ohio Atty. Gen. v. Peterson, 2021 Ohio 4124, 182 N.E.3d 41 (Ohio Ct. App. 2021).

Opinion

[Cite as State ex rel. Ohio Atty. Gen. v. Peterson, 2021-Ohio-4124.]

COURT OF APPEALS OF OHIO

EIGHTH APPELLATE DISTRICT COUNTY OF CUYAHOGA

STATE EX REL., OHIO ATTORNEY : GENERAL, :

Plaintiff-Appellant/ : Cross-Appellee, : Nos. 110361 and 110386 v. :

ROLANDO PETERSON, ET AL., :

Defendants-Appellees/ : Cross-Appellants.

JOURNAL ENTRY AND OPINION

JUDGMENT: AFFIRMED IN PART, REVERSED IN PART, AND REMANDED RELEASED AND JOURNALIZED: November 18, 2021

Civil Appeal from the Cuyahoga County Court of Common Pleas Case No. CV-19-913864

Appearances:

David Yost, Ohio Attorney General, and Todd R. Marti and Ashley A. Barbone, Assistant Attorneys General, for appellant/cross-appellee.

Taft Stettinius & Hollister LLP, James D. Abrams, and William A. Doyle, for appellee/cross-appellant. MARY J. BOYLE, A.J.:

Plaintiff-appellant/cross-appellee, the Ohio attorney general on

behalf of the state, appeals from the trial court’s order granting summary judgment

in favor of defendant-appellee/cross-appellant, Phyllis Bixler. The state raises two

assignments of error for our review:

1. The [t]rial [c]ourt erred in concluding that liability under R.C. 9.39 is a penalty within the meaning of R.C. 2305.11. * * *

2. The [t]rial [c]ourt erred in applying R.C. 2305.11, a generally worded statute of limitations, to the [s]tate in contravention of State v. Sullivan, 38 Ohio St.3d 137, 527 N.E.2d 798 (1988) and State ex rel. Petro v. Pure Tech Sys., 8th Dist. Cuyahoga No. 101447, 2015-Ohio- 1638. * * *

Bixler also cross-appeals from the order, raising one cross-

assignment of error for our review:

1. The trial court erred in declining to grant summary judgment to [Bixler] on the basis of [Bixler]’s laches.

We find merit to the state’s two assignments of error. Accordingly,

we find that the trial court erred in granting Bixler’s summary judgment motion,

and we remand for further proceedings consistent with this opinion.

I. Procedural History and Factual Background

In April 2019, the state filed a complaint against Bixler and 14 other

defendants who were involved in the operations of the Cleveland Academy of

Scholarship, Technology, and Leadership Enterprise (“CASTLE”), a community

school organized under R.C. Chapter 3314. The state alleged that a special state

audit covering the period July 1, 2004, through June 30, 2010, found that many of the defendants had used CASTLE’s public funds for their own benefit. The state

brought a claim to reduce the audit’s findings to a judgment pursuant to R.C. 117.28,

117.30, and 117.36. The state also brought a claim for public official strict liability

pursuant to R.C. 9.39.

The state’s only claim against Bixler was for public official strict

liability under R.C. 9.39. The state alleged that Bixler was CASTLE’s treasurer from

February 2005, to March 2008, that she was involved with CASTLE’s collection of

federal grant funding, and that, upon information and belief, Bixler signed checks

drawn on the accounts that received CASTLE’s public funds. The state alleged that

Bixler is therefore strictly liable for the funds that were misappropriated while she

was CASTLE’s treasurer, which totaled $757,213.31. However, in discovery

responses after filing the complaint, the state corrected its facts and explained that

Bixler was CASTLE’s treasurer from July 2004, to June 2006, that the $757,213.31

demand “is not accurate,” and that the “correct figure is $340,531.67, plus costs and

interest[.]” Bixler filed an answer to the complaint, raising as affirmative defenses

that the doctrine of laches and the statute of limitations barred the state’s claim

against her.

In May 2020, Bixler filed a motion for summary judgment. She

argued that (1) the one-year statute of limitations under R.C. 2305.11(A) for actions

brought upon a penal statute barred the state’s claim, (2) the doctrine of laches

applied, and (3) liability under R.C. 9.39 would violate her due process rights because she had no opportunity to participate in the special audit. The state filed an

opposition.

The special audit report, attached to the state’s complaint and Bixler’s

summary judgment motion, states that CASTLE was a community school in

Cleveland that was created in 2004. The report provides that in March 2010,

CASTLE’s legal counsel wrote a letter to the state auditor requesting that the auditor

investigate certain transactions between CASTLE and companies allegedly owned

by several CASTLE board members. The report continues that a special task force

of the state auditor initiated an investigation into CASTLE’s payments to certain

vendors and any unusual activity in CASTLE’s bank accounts for the period July

2004 through June 2010. The state auditor issued the special audit report almost

three years later in April 2013. The report shows that the special task force found

numerous payments without supporting documentation to vendors affiliated with

CASTLE board members who had not disclosed their financial interests. It also

found that many financial transactions were not recorded in CASTLE’s ledgers, that

CASTLE had not complied with record retention laws, and that CASTLE’s board had

failed to oversee CASTLE’s expenditures. The special audit report included 18

“findings for recovery for public money illegally expended,” pursuant to R.C. 117.28,

against multiple individuals and entities involved in CASTLE’s management for a

total of $1,352,501.

The state attached to its complaint a report from the Ohio State Board

of Education recommending that one of the individuals named in the audit have her substitute teaching license revoked. The report summarized the special audit report

and noted that the state charged many of the individuals identified in the report in

a 32-count indictment that included theft, money laundering, and having an

unlawful interest in a public contract.

Bixler attached to her summary judgment motion an affidavit by her

son, who averred that the company Phyllis Bixler Treasurer Consultants was

CASTLE’s treasurer for the 2004-2005 and 2005-2006 academic terms. He

explained that Bixler was the company’s licensed treasurer and he was its assistant

treasurer. He averred that the company maintained all required documents to

support every transaction from a CASTLE account in accord with best accounting

practices. He stated that when the company’s contract with CASTLE expired after

the 2005-2006 school year, Bixler and her company “had no involvement with

anything related to CASTLE” until the state brought this case. He averred that Bixler

was 86 years old at the time of filing the summary judgment motion and that she

lived in a nursing home and suffered from “bouts of memory loss.” He explained

that Bixler executed a limited power of attorney declaring him as her attorney-in-

fact for purposes of this litigation.

For the 2004-2005 academic year, a 2006 state auditor report

attached to Bixler’s summary judgment motion provides that the state auditor found

“no instances of noncompliance.” For the 2005-2006 academic year, Bixler’s son

averred that he took copies of the financial records for the year to the state auditor’s

office, which verified that the records were proper and complete.

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Bluebook (online)
2021 Ohio 4124, 182 N.E.3d 41, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-ex-rel-ohio-atty-gen-v-peterson-ohioctapp-2021.