State v. Carpenter

2023 Ohio 4062
Ohio Court of Appeals·Decided November 9, 2023·No. 2023-CA-6·Published·Cited by 2 cases

Opinion

[Cite as State v. Carpenter, 2023-Ohio-4062.]

IN THE COURT OF APPEALS OF OHIO SECOND APPELLATE DISTRICT GREENE COUNTY

STATE OF OHIO : : Appellee : C.A. No. 2023-CA-6 : v. : Trial Court Case No. 21 CRB 01115 : DAVID J. CARPENTER : (Criminal Appeal from Municipal Court) : Appellant : :

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OPINION

Rendered on November 9, 2023

THOMAS R. SCHIFF, Attorney for Appellant

SAMUEL J. KIRK, Attorney for Appellee

.............

EPLEY, J.

{¶ 1} David J. Carpenter was convicted after a bench trial in the Xenia Municipal

Court of dereliction of duty, a second-degree misdemeanor. The trial court ordered him

to pay restitution to the Bellbrook-Sugarcreek School District in the amount of $502 and

court costs. Carpenter appeals, claiming that his conviction was based on insufficient

evidence and was against the manifest weight of the evidence. For the following -2-

reasons, the trial court’s judgment will be affirmed.

I. Facts and Procedural History

{¶ 2} Carpenter became a member of the Board of Education for Bellbrook-

Sugarcreek Local School District in 2016. Between January and May 2019, the other

Board members included Virginia Slouffman, Kathy Kingston, Mary Frantz, and Elizabeth

Betz; Betz was the Board’s president, and Carpenter was the Board’s vice president.

Carpenter described himself as a “short-timer on the board and not particularly welcome”

by Betz, Frantz, and Kingston. Douglas Cozad was the superintendent of the school

district.

{¶ 3} A tax levy benefiting the Bellbrook-Sugarcreek Local School District was on

the Greene County special election ballot on May 7, 2019. Citizens for Bellbrook-

Sugarcreek Schools was a political action committee (PAC) active in the months leading

up to the May 7, 2019 special election and supported the passage of the levy. During

that time, Cozad helped organize the activities of the PAC and sent emails and PAC

meeting agendas discussing PAC business to members and volunteers of the PAC,

including school employees and officials.

{¶ 4} Carpenter received Cozad’s communications, attended a couple of PAC

meetings, made a monetary contribution to the PAC from his personal accounts, and

volunteered with the PAC by counting door hangers for distribution. Cozad’s emails

were sent to Carpenter’s Board email address. Carpenter replied to one email with

information about how school funding works. State’s Ex. 5.

{¶ 5} An ongoing area of concern was a group of citizens opposed to the passage -3-

of the levy. On February 7, 2019, Slouffman texted Cozad and the other Board

members, saying that some community members “are questioning the need for the levy,

the already high taxes, and urging others not to vote for it. Confusion from one of the

news agencies that identified the levee [sic] as a new tax rather than a replacement.”

State’s Ex. 10. On March 20, 2019, Cozad issued a media release about the school

district’s fiscal responsibility.

{¶ 6} On April 19, 2019, Kingston texted the other Board members, saying that

Cozad and Betz thought that the Board should write a letter to the community explaining

why it decided to put the levy on the ballot. State’s Ex. 15. Carpenter provided input on

what could be included in the letter. State’s Ex. 17.

{¶ 7} Ultimately, in late April or early May, the Board sent two postcards, both

double-sided. One postcard, invoiced as the “Board postcard,” said, “Continue the

Excellence with the passage of Issue 4!” It included a photograph of the five Board

members and provided a web address for levy information. The back of the postcard

had a lengthy statement with information about the school district’s performance and

funding, signed by the five Board members. State’s Ex. 20.

{¶ 8} The second postcard, invoiced as the “District postcard,” wrote in large letters

“Issue #4 Important!” along with five bullet-point statements regarding the school district’s

“A” rating and budget information, as well as the voting hours. On the back, the postcard

said, “Issue #4 is critical to maintain our excellent schools, programs, and fund day-to-

day operations!” It also provided seven supporting statements:

• Sustain Operating Budget • Avoid Additional Cutbacks -4-

• Fund Exceptional Curriculum • Keep & Attract Quality Teachers

• Provide Enhanced Technology • Maintain Academic Excellence

• Continue the Investment in our Kids

State’s Ex. 20. (Similar language was used by the PAC in its promotional materials.

See State’s Ex. 9.) Both postcards indicated that they were paid for by Bellbrook-

Sugarcreek Schools. The costs for the postcards were $3,206.26 (District postcard) and

$2,008.11 (Board postcard), which were billed to Bellbrook-Sugarcreek Schools, care of

the school district’s treasurer. State’s Ex. 21. The invoice was paid by the treasurer via

a check dated May 14, 2019, per the authorization of the Board or the superintendent.

Id.

{¶ 9} On November 4, 2021, Carpenter was charged by complaint with two

offenses: (1) illegal transaction of public funds, in violation of R.C. 9.03(D) and R.C.

3599.40, a first-degree misdemeanor, and (2) dereliction of duty, in violation of R.C.

9.03(C) and R.C. 2921.44(E), a second-degree misdemeanor. The first charge alleged

that Carpenter had knowingly used public funds to benefit a PAC by way of “payment for

a mailer containing post cards promoting an operating levy.” The second charge

specified that Carpenter had “use[d] public funds to publish, distribute, or otherwise

communicate information that supports the passage of a levy.” Cozad and other Board

members were also charged under separate case numbers.

{¶ 10} Slouffman and Carpenter were jointly tried at a bench trial held in December

2022. At trial, the State presented stipulated facts (State’s Ex. 29) and 28 incorporated

exhibits. Carpenter and Slouffman testified on their own behalf. During his testimony, -5-

Carpenter acknowledged that public money could not be used to support the PAC, but he

denied knowledge that public funds were used for that purpose. He also asserted that

the content of the postcards was factual, not advocacy, and that he did not see the

postcards before they were sent. At the conclusion of the trial, the court granted

Carpenter’s Crim.R. 29 motion on the illegal transaction of public funds charge but found

Carpenter guilty of dereliction of duty.

{¶ 11} The court proceeded immediately to sentencing. Defense counsel asked

that the trial court only require Carpenter to pay for a quarter of the cost of the Board

postcard. He further asked that, upon payment, “any other sentence or any other

imposition of sentence be terminated,” which would allow Carpenter to ask for the sealing

of the record in a year. Counsel indicated that Carpenter would make payment that day.

The State responded that it was fine with defense counsel’s suggestion. After hearing

from Carpenter, the court ordered him to pay restitution of $502; no jail term or fine was

imposed. The trial court’s judgment entry imposed the stated restitution and court costs.

{¶ 12} Carpenter appeals from his conviction. He claims that his conviction was

based on insufficient evidence and against the manifest weight of the evidence.

II. Mootness

{¶ 13} Before we address the merits of Carpenter’s arguments, we must consider

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