Voice of Wisconsin Rapids, LLC v. Wisconsin Rapids Public School District

2015 WI App 53, 867 N.W.2d 825, 364 Wis. 2d 429, 43 Media L. Rep. (BNA) 1988, 2015 Wisc. App. LEXIS 412
Court of Appeals of Wisconsin·Decided June 4, 2015·No. No. 2014AP1256·Published·Cited by 2 cases

Opinion

BLANCHARD, P.J.

¶ 1. In this public records case, The Voice of Wisconsin Rapids, LLC, and Jeff Williams (the newspaper) appeal the circuit court's denial of the newspaper's petition for a writ of mandamus to compel the Wisconsin Rapids Public School District and its superintendent (the district) to grant the newspaper access to documents withheld by the district. These documents were created by district employees in connection with interviews that the employees conducted as part of a district investigation. After inspecting the withheld documents, the circuit court denied the newspaper's petition on the grounds that, under Wis. Stat. § 19.32(2) (2013-14),1 the documents are not "record[s]" subject to disclosure, because the documents are "notes" "prepared for the originators'] personal use." Based on the language of § 19.32(2), an opinion of Wisconsin's attorney general containing interpretations of § 19.32(2) to which the legislature has apparently acquiesced, and State v. Panknin, 217 Wis. 2d 200, 579 N.W.2d 52 (Ct. App. 1998), we conclude that the circuit court's analysis is correct and accordingly affirm.

[434] BACKGROUND

¶ 2. The newspaper filed a petition against the district under the public records law.2 The newspaper sought access to all district records involving a district investigation into allegations of impropriety surrounding a school athletic program. Particulars regarding the allegations of impropriety in the athletic program and regarding the district's formal positions or actions arising from the investigation do not matter to any issue raised in this appeal. The essentials that matter are that there was a district investigation, which involved interviews conducted by district employees, and the employees created documents regarding the interviews, at least some of which the employees retained.

¶ 3. The district withheld requested documents on various grounds. However, the only ground offered by the district pertinent to this appeal is that some of the requested documents did not qualify as "records" under Wis. Stat. § 19.32(2) because they are the type of "notes" that are excluded from the definition of "record."

¶ 4. The newspaper conducted discovery into the manner in which district employees had conducted their investigation, although naturally the newspaper was without the benefit of being able to inspect the withheld documents. In depositions, district employees testified as to why they took notes, how they planned to [435] use the notes, and how they actually used them. We refer to aspects of this evidence as called for in the Discussion section below.

¶ 5. The newspaper requested a writ, or, in the alternative at least as a preliminary step, an in camera review of the withheld documents, with both the court and counsel for the newspaper reviewing the documents. The newspaper supported its pleadings with affidavits and attached supporting materials. The newspaper argued in part that, "to the extent investigative documents were transcribed as handwritten 'notes,' they are not the kind of 'personal notes' that could be excluded from the definition of 'public records.' " The district filed a brief in opposition, along with affidavits and attached supporting materials. As pertinent here, the district argued that the withheld documents were notes created for the personal use of district employees, which "were never exchanged, shared with anyone, or otherwise available to anyone [other than] the person drafting the notes," and therefore were not "records" under Wis. Stat. § 19.32(2).

¶ 6. The circuit court rejected the district's position that there was no need for the court to inspect the withheld documents. At the same time, the court proposed, and the newspaper did not object, that only the court inspect the documents in camera, without allowing counsel for the newspaper to also inspect them.

¶ 7. After an in camera inspection, the court explained that it had "no doubt" that the documents are "personal notes that were made for the originator[s'] personal use," as defined in Wis. Stat. § 19.32(2). This decision was based in part on the court's observations that the documents included doodles and comments reflecting apparent frustration on the part of [436] the note originators with aspects of the investigation, which were among the indicators that the documents were made solely for the personal use of the originators. In addition, the court concluded that the contents of the documents primarily reflected "highlights recorded for the originator's own personal use," including reminding the originators what each interviewee had said and listing tasks for the originators to pursue in conducting the investigation. On this basis, the court issued an order denying the newspaper's petition for a writ, which the newspaper now appeals.

DISCUSSION

¶ 8. When a circuit court grants or denies a petition for writ of mandamus by interpreting the public records law and applying that interpretation to undisputed facts, we review the court's decision de novo. Hempel v. City of Baraboo, 2005 WI 120, ¶ 21, 284 Wis. 2d 162, 699 N.W.2d 551. However, the parties disagree about the proper standard of review for us to use here, given that the circuit court made a determination that the documents at issue appear to be notes created for the personal use of the originators, a determination that the court implicitly made in light of deposition testimony from witnesses about why and how the documents were created and used. Because we would uphold the circuit court's decision under any standard of review, we assume without deciding that the newspaper is correct on this issue, and apply a de novo standard of review.

¶ 9. We are called on to interpret Wis. Stat. § 19.32(2). Statutory interpretation generally proceeds as follows:

[437] When interpreting a statute, we begin with the language of the statute. We give words their common and ordinary meaning unless those words are technical or specifically defined....

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Voice of Wisconsin Rapids, LLC v. Wisconsin Rapids Public School District, 2015 WI App 53, 867 N.W.2d 825, 364 Wis. 2d 429, 43 Media L. Rep. (BNA) 1988, 2015 Wisc. App. LEXIS 412 (Wis. Ct. App. 2015).

2015 WI App 53 (Voice of Wisconsin Rapids, LLC v. Wisconsin Rapids Public School District) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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