State Ex Rel. Stacy v. Batavia Local School District Board of Education

808 N.E.2d 918, 157 Ohio App. 3d 34, 2004 Ohio 2067
CourtOhio Court of Appeals
DecidedApril 26, 2004
DocketNo. CA2000-10-077.
StatusPublished

This text of 808 N.E.2d 918 (State Ex Rel. Stacy v. Batavia Local School District Board of Education) 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. Stacy v. Batavia Local School District Board of Education, 808 N.E.2d 918, 157 Ohio App. 3d 34, 2004 Ohio 2067 (Ohio Ct. App. 2004).

Opinion

Per Curiam.

{¶ 1} This is an original action in mandamus filed by relator, Dorsie Stacy, a former employee of the Batavia Local School District Board of Education (“board”), against respondents, the board; Tim Young, president of the board; Paul Varney, Superintendent of the Batavia Local School District; and Terry Stephens, treasurer of the district.

{¶ 2} Stacy was employed by the board as a school bus mechanic for approximately 14 1 / years, retiring effective August 21, 1998. On October 10, 2000, Stacy filed a complaint in this court seeking a writ of mandamus to compel respondents to reinstate him to his position as a school bus mechanic. This court denied the writ. See State ex rel. Stacy v. Batavia Local School Dist. Bd. of Edn. (Mar. 11, 2002), Clermont App. No. CA2000-10-077, 2002-Ohio-1015, 2002 WL 371953. However, on December 4, 2002, the Supreme Court of Ohio reversed, determined that Stacy’s retirement was involuntary, and found that he was entitled to mandamus compelling his reinstatement. State ex rel. Stacy v. Batavia Local School Dist. Bd. of Edn., 97 Ohio St.3d 269, 2002-Ohio-6322, 779 N.E.2d 216. The case was then remanded to this court to address Stacy’s claims for back pay and lost benefits. Id.

{¶ 3} On July 16, 2003, Stacy was granted leave to file an amended/supplemental complaint. The amended/supplemental complaint contains (1) a claim for reinstatement, back pay, and lost benefits (Count I); (2) a claim for costs and attorney fees based upon allegedly frivolous defenses by respondents (Count II); and (3) a claim for compensatory and punitive damages caused by allegedly retaliatory conduct by respondents that occurred after the remand and reinstatement ordered by the Supreme Court of Ohio (Count III). On January 30, 2004, respondents filed a motion for summary judgment as to Count III of the amended/supplemental complaint.

Back Pay and Lost Benefits

{¶ 4} Pursuant to the remand referred to above, this court has been ordered by the Supreme Court to address the issues of back pay and lost benefits. The parties have conducted discovery and filed memoranda in support of their *38 respective positions. Upon consideration, the court resolves the back pay and benefits issues as follows:

Back Pay

{¶ 5} The Supreme Court of Ohio has determined that Stacy’s August 1998 retirement was involuntary because it was precipitated by the board’s illegal actions. Accordingly, Stacy is entitled to back pay from August 21, 1998, his retirement date, until he was reinstated to employment with the board on December 23, 2002. The purpose of an award of back pay and damages is to put Stacy back in the position that he would have been in if his employment had not been wrongfully terminated.

{¶ 6} It appears from the record that Stacy would have earned the following amounts from August 22, 1998, to December 23, 2002:

1998- 1999 school year 1 — $ 20,605.98
1999- 2000 school year — 27,222.72
2000- 2001 school year — 34,654.40
2001- 2002 school year — 35,214.40
2002- 2003 school year — 16,523.68
$134.221.18

Step Increases

{¶ 7} The amounts above include step increases to which Stacy claims he would have been entitled had he continued to be employed by the board. The board counters that such increases are speculative because there is no reason to believe that Stacy would have received them. However, persons employed by the board did receive step raises during the time period in question. Given that Stacy would have been employed by the board and subject to the various collective bargaining agreements in effect over the disputed period, this court concludes that step increases would have been received and are therefore not speculative.

SERS Benefits

{¶ 8} The above amounts include School Employees Retirement System (“SERS”) benefits Stacy received as a consequence of his retirement. Respondents claim that the above amounts should be reduced by the SERS benefits that Stacy received because he was effectively reinstated to his former position with full pay and is therefore not entitled to additional pension benefits.

*39 {¶ 9} Stacy’s position is that the amount he receives should not be reduced by SERS benefits he received because in July 2000 relator twice asked respondents to reinstate or re-employ him, and both times respondents refused. Stacy contends that respondents knew, or should have known, that the Ohio Supreme Court was going to ultimately reinstate him, or that respondents should have known that Stacy would be reinstated based upon the Supreme Court’s June 21, 2000 decision involving district bus drivers. 2 Stacy argues that respondents therefore failed to mitigate their damages and should not be permitted to deduct the SERS benefits he received.

{¶ 10} This court finds that the board’s initial position that Stacy’s retirement waived any right he may have had to reinstatement was reasonable. The board had no reason to anticipate that Stacy would be reinstated by the Ohio Supreme Court. Although this certainly could have been seen by the board as a possibility, it was not a certainty and did not require respondents to mitigate damages by reinstating Stacy before they were ordered to do so.

{¶ 11} However, the SERS benefits at issue were received by Stacy due to his retirement. He would not have received these benefits had he not retired. Stacy received these benefits due to his years of service and payments into the SERS retirement system. It would be a windfall to the board if it were permitted to reduce the amount of back pay owed to Stacy by the amount he received from SERS as a result of his retirement. Accordingly, the court finds that Stacy’s back pay award should not be reduced by the SERS benefits Stacy received.

Social Security Benefits

{¶ 12} The back pay amounts above have not been reduced by Social Security benefits that Stacy received during his retirement. The Social Security benefits were received by Stacy due to other employment that he held prior to becoming an employee of the board. The total amount of Social Security benefits received by Stacy during the period in question is $32,992.

*40 {¶ 13} In support of his position that the Social Security amounts he received should not be deducted from his back pay award, Stacy cites Pryor v. Webber (1970), 23 Ohio St.2d 104, 52 O.O.2d 395, 263 N.E.2d 235. Pryor concerns the collateral source rule exception to the general rule of compensatory damages in a tort action.

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Bluebook (online)
808 N.E.2d 918, 157 Ohio App. 3d 34, 2004 Ohio 2067, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-ex-rel-stacy-v-batavia-local-school-district-board-of-education-ohioctapp-2004.