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Boring v. Buncome County Board of
Education, 136 F.3d 364, 24 Ed. Law Rep. 56 (1997)
United States Court of Appeals,
Fourth Circuit.
Margaret BORING, Plaintiff‑Appellant,
v.
The BUNCOMBE COUNTY BOARD OF EDUCATION; Charles Johnson, Chairman, Michael
Anders; Terry
Roberson; Bruce Goforth; Bill Williams; Grace Brazil;
Wendell Begley; Dr. J.
Frank Yeager, Superintendent; Fred
Ivey, Principal,
each in his/her individual and official capacity, Defendants‑Appellees,
National School Boards Association; North Carolina School Boards Association;
Virginia School Boards Association Council Of School Attorneys,
Amici Curiae.
No. 95‑2593.
Argued March 4, 1997.
Decided Feb. 13, 1998.
ARGUED: Jeremiah Andrew
Collins, Bredhoff & Kaiser, P.L.L.C., Washington, DC, for Appellant. Jim D. Cooley, Womble, Carlyle, Sandridge
& Rice, P.L.L.C., Charlotte, NC, for Appellees. ON BRIEF: Leon Dayan,
Bredhoff & Kaiser, P.L.L.C., Washington, DC; S. Luke Largess, Ferguson, Stein, Wallas, Adkins, Gresham &
Sumter, P.A., Charlotte, NC, for Appellant. W. Clark Goodman, Womble, Carlyle,
Sandridge & Rice, P.L.L.C., Charlotte, North Carolina, for Appellees. August W. Steinhilber, NSBA General
Counsel, Gwendolyn H. Gregory, Deputy General Counsel, National School Boards
Association, Alexandria, VA, for Amicus Curiae National School Boards
Association. Michael Crowell,
Tharrington Smith, L.L.P., Raleigh, NC; Ann W. McColl, Legal Counsel, North
Carolina School Boards Association, Raleigh, NC, for Amicus Curiae North
Carolina School Boards Association. J.T. Tokarz, Jonathan A. Stanley, Richmond,
VA, for Amicus Curiae VSBA Council.
Before WILKINSON, Chief Judge, and RUSSELL, WIDENER, HALL, MURNAGHAN, ERVIN, WILKINS, NIEMEYER,
HAMILTON, LUTTIG, WILLIAMS, MICHAEL, and MOTZ, Circuit Judges.
Affirmed by published opinion.
Judge WIDENER wrote the majority opinion, in which Chief Judge
WILKINSON, Judge RUSSELL, Judge WILKINS, Judge NIEMEYER, Judge LUTTIG and Judge
WILLIAMS joined. Chief Judge WILKINSON
wrote a concurring opinion. Judge
LUTTIG wrote a concurring opinion, in which Judge WILKINS and Judge WILLIAMS
joined. Judge HAMILTON wrote a
dissenting opinion, in which Judge MURNAGHAN joined. Judge Motz wrote a
dissenting opinion, in which Judge HALL, Judge Murnaghan, Judge ERVIN, Judge
HAMILTON and Judge MICHAEL joined.
OPINION
WIDENER, Circuit Judge:
The only issue in this case is whether a public high school
teacher has a First Amendment right to participate in the makeup of the school
curriculum through the selection and production of a play. We hold that she does not, and affirm the
judgment of the district court dismissing the complaint.
I.
Margaret Boring was a teacher in the Charles D. Owen High School
in Buncombe County, North Carolina. In
the fall of 1991, she chose the play Independence for four students in her
advanced acting class to perform in an annual statewide competition. She stated in her amended complaint that
the play "powerfully depicts the dynamics within a dysfunctional, single‑parent
family‑‑ a divorced mother and three daughters; one a lesbian, another pregnant with an
illegitimate child." She alleged
that after selecting the play, she notified the school principal, as she did
every year, that she had chosen Independence as the play for the competition. She does not allege that she gave the
principal any information about the play other than the name.
The play was performed in a regional competition and won 17 of 21
awards. Prior to the state finals, a
scene from the play was performed for an English class in the school. Plaintiff informed the teacher of that
class that the play contained mature subject matter and suggested to the
teacher that the students bring in parental permission slips to see the
play. Following that performance, a
parent of one of the students in the English class complained to the school
principal, Fred Ivey, who then asked plaintiff for a copy of the script. After reading the play, Ivey informed
plaintiff that she and the students would not be permitted to perform the play
in the state competition.
Plaintiff and the parents of the actresses performing the play met
with Ivey urging him not to cancel the production. Ivey then agreed to the production of the play in the state
competition, but with certain portions deleted. The complaint states that the students performed the play in the
state competition and won second place.
The complaint does not state, but we assume, that the play was performed
in accordance with Ivey's instructions.
In the summer of 1991 the school moved to a new facility which had
a maple stage floor in the auditorium.
At the time of the move, plaintiff discussed with Ivey the problems with
mounting productions on the maple floor.
Ivey suggested using plywood as a temporary surface over the maple floor
but instructed plaintiff to obtain approval before doing any construction work
in the auditorium. In the spring of
1992, plaintiff advised Ivey that she needed to construct sets for the production
of a musical. Ivey responded that he
understood the need for sets and that prior approval was intended to apply only
to the construction of fixtures. In
preparation for the musical, the surface of the maple floor of the stage was
covered with plywood fixed to the floor with screws. When the plywood was removed after the play, the floor had to be
refinished because of the holes left by the screws.
In June 1992, Ivey requested the transfer of Margaret Boring from
Owen High School, citing "personal conflicts resulting from actions she
initiated during the course of this school year." Superintendent Yeager approved the transfer
stating that she had failed to follow the school system's controversial
materials policy in producing the play.
Plaintiff states that the purpose of the controversial materials policy
is to give the parents some control over the materials to which their children
are exposed in school. She alleges
that at the time of the production, the controversial materials policy did not
cover dramatic presentations, and that the school's policy was amended
subsequently to include dramatic presentations.
Plaintiff appealed the transfer to the Board of Education. A hearing was held on September 2, 1992,
following which the Board upheld the transfer. Plaintiff alleges that prior to
the hearing there was considerable public discussion of the transfer, including
that the play was obscene and that she was immoral. She alleges that members of the school board asked questions at
the hearing that demonstrated their consideration of matters outside the
evidence presented at the hearing.
Plaintiff filed the present action on January 10, 1994. Her amended complaint claims that her
transfer was in retaliation for expression of unpopular views through the
production of the play and thus in violation of her right to freedom of speech
under the First and Fourteenth Amendments and Article I, § 14 of the North
Carolina Constitution. She also
claimed a violation of due process under the Fourteenth Amendment and Article
I, § 19 of the North Carolina Constitution based on the allegation that members
of the school board considered information that was not presented at the
hearing; and a violation of a liberty interest
under Article I, §§ 1 and 19 of the North Carolina Constitution.
The district court construed the complaint broadly. Not only did it address plaintiff's federal
First Amendment claim, it considered claims plaintiff may have made under the
federal due process clause of the Fourteenth Amendment; a federal liberty interest claim under the
Fourteenth Amendment; a state claim for
violation of free speech; a state claim
for deprivation of due process; and a state claim for deprivation of
liberty. It decided against the
plaintiff on each of these claims.
Plaintiff appeals only the dismissal of her federal First
Amendment claim. A divided panel of
this court reversed the district court's dismissal of that claim which decision
was vacated by the order of the en banc court which granted rehearing. Boring v. Buncombe County Bd. of Educ., 98
F.3d 1474 (4th Cir.1996), vacated by order of December 3, 1996. We now affirm the judgment of the district
court holding that the plaintiff's selection and production of the play
Independence as part of the school's curriculum was not protected speech under
the First Amendment.
We review a dismissal for failure to state a claim de novo,
drawing all reasonable inferences in favor of the plaintiff and accepting the
allegations that are stated in the complaint as true. See Scheuer v. Rhodes, 416 U.S. 232, 236, 94 S.Ct. 1683, 1686,
40 L.Ed.2d 90 (1974); Conley v. Gibson, 355 U.S. 41, 45‑46, 78 S.Ct. 99,
101‑102, 2 L.Ed.2d 80 (1957);
Republican Party of North Carolina v. Martin, 980 F.2d 943, 952 (4th
Cir.), cert. denied, 510 U.S. 828, 114 S.Ct. 93, 126 L.Ed.2d 60 (1993).
II.
The district court held that the play was a part of the school
curriculum and:
Since plaintiff has not engaged in protected speech, her transfer
in retaliation for the play's production did not violate Constitutional
standards. (A.71)
With this holding, the plaintiff takes issue on appeal as follows:
Whether the district court erred in holding that plaintiff's act
of selecting, producing and directing a play did not constitute
"speech" within the meaning of the First Amendment. (Boring's brief, p. vi)
We begin our discussion with the definition of curriculum:
3: all planned school
activities including besides courses of study, organized play, athletics,
dramatics, clubs, and homeroom program.
Webster's Third New International Dictionary, 1971, p. 557.
Not only does Webster include dramatics within the definition of
curriculum, the Supreme Court does the same.
In Hazelwood School District v. Kuhlmeier, 484 U.S. 260, 108 S.Ct. 562,
98 L.Ed.2d 592 (1988), a case involving student speech in a school newspaper
which was edited by the principal of a high school, the Court distinguished
cases which require a school to tolerate student speech from those cases in
which the school must affirmatively promote student speech. Although in different context, the
reasoning of the Court as to what constitutes the school curriculum is equally
applicable here.
The latter question concerns educators' authority over school‑sponsored
publications, theatrical productions, and other expressive activities that
students, parents, and members of the public might reasonably perceive to bear
the imprimatur of the school. These
activities may fairly be characterized as part of the school curriculum, whether
or not they occur in a traditional classroom setting, so long as they are
supervised by faculty members and designed to impart particular knowledge or
skills to student participants and audiences [footnote omitted].
Hazelwood, 484 U.S. at 271, 108 S.Ct. at 570.
It is plain that the play was curricular from the fact that it was
supervised by a faculty member, Mrs. Boring;
it was performed in interscholastic drama competitions; and the theater program at the high school
was obviously intended to impart particular skills, such as acting, to student
participants. These factors demonstrate beyond doubt that "students,
parents, and members of the public might reasonably perceive [the production of
the play Independence ] to bear the imprimatur of the school." Hazelwood, 484 U.S. at 271, 108 S.Ct. at
570.
So there is no difference between Webster's common definition and
that of Hazelwood.
III.
With these thoughts in mind, we are of opinion that the judgment
of the district court is demonstrably correct.
A.
Plaintiff's selection of the play Independence, and the editing of
the play by the principal, who was upheld by the superintendent of schools,
does not present a matter of public concern and is nothing more than an
ordinary employment dispute. That
being so, plaintiff has no First Amendment rights derived from her selection of
the play Independence.
This principle was illustrated in Connick v. Myers, 461 U.S. 138,
103 S.Ct. 1684, 75 L.Ed.2d 708 (1983), in which the Court upheld the firing of
an assistant district attorney who had circulated a questionnaire questioning
the manner in which the district attorney operated that office. The Court held that "if Myers'
questionnaire cannot be fairly characterized as constituting speech on a matter
of public concern, it is unnecessary for us to scrutinize the reasons for her
discharge." Connick at 146, 103
S.Ct. at 1690. Because the questionnaire almost wholly concerned internal
office affairs rather than matters of public concern, the court held that, to
that extent, it would not upset the decision of the district attorney in
discharging Myers. [FN1] It stated:
FN1. The last item, that of a question relating to pressuring
employees to work in political campaigns on behalf of office supported
candidates, the Court considered to be of "limited First Amendment
interest." It held that Myers'
discharge did not offend the First Amendment because the district attorney
"reasonably believed that [the question] would disrupt the office." Connick at 154, 103 S.Ct. at 1694.
We hold only that when a public employee speaks not as a citizen
upon matters of public concern, but instead as an employee upon matters of
personal interest, absent the most unusual circumstances, a federal court is
not the appropriate forum in which to review the wisdom of a personnel decision
taken by a public agency allegedly in reaction to the employee's behavior.
Connick at 147, 103 S.Ct. at 1690.
We followed Connick in DiMeglio v. Haines, 45 F.3d 790 (1995), in
which we upheld the transfer of a public employee who had insisted on advising
some affected citizens as to the merits of a zoning dispute contrary to the
instructions of his employer. We
stated "a government employer, no less than a private employer, is
entitled to insist upon the legitimate, day‑ to‑day decisions of the
office without fear of reprisals in the form of lawsuits from disgruntled
subordinates who believe that they know better than their superiors how to
manage office affairs." DiMeglio
at 806.
In a case on facts so near to those in the case at hand as to be
indistinguishable, the Fifth Circuit came to the conclusion we have just
recited in Kirkland v. Northside Independent School District, 890 F.2d 794 (5th
Cir.1989), cert. denied, 496 U.S. 926, 110 S.Ct. 2620, 110 L.Ed.2d 641
(1990). Kirkland was a case in which
the employment contract of a high school history teacher was not renewed. He alleged the nonrenewal was a consequence
of, and in retaliation for, his use of an unapproved reading list in his world
history class. The high school had
provided the teacher with a supplemental reading list for his history class
along with a copy of the guidelines used to develop and amend that list. He was aware of the guidelines and
understood that if he was dissatisfied, a separate body of reading material
could be used in his class if he obtained administrative approval. The teacher, however, used his own
substitute list and declined to procure the approval of the school authorities
for his substitute list. The
authorities at his high school then recommended that his contract not be
renewed at the end of the next academic year, which was affirmed by the board
of trustees, much like Margaret Boring's transfer was affirmed by the school
board in this case after a recommendation by the administrative authorities.
The court held that to establish his constitutional claim,
Kirkland must have shown that his supplemental reading list was
constitutionally protected speech; not
different from Mrs. Boring's selection of the play Independence in this
case. It went on to hold that under
Connick v. Myers, 461 U.S. 138, 103 S.Ct. 1684, 75 L.Ed.2d 708 (1983), the
question of whether a public employee's speech is constitutionally protected
depends upon the public or private nature of such speech. It decided that the selection of the
reading list by the teacher was not a matter of public concern and stated that:
Although, the concept of academic freedom has been recognized in
our jurisprudence, the doctrine has never conferred upon teachers the control
of public school curricula. [footnote omitted]
890 F.2d at 800. And the
Kirkland court recognized that Hazelwood held that public school officials,
consistent with the First Amendment, could place reasonable restrictions upon
the subject matter of a student published newspaper and also that schools are
typically not public forums.
The court stated that "[w]e hold only that public school
teachers are not free, under the first amendment, to arrogate control of
curricula," 890 F.2d at 802, and concluded as follows:
In summary, we conclude that Kirkland's world history reading list
does not present a matter of public concern and that this case presents nothing
more than an ordinary employment dispute.
Accordingly, Kirkland's conduct in disregarding Northside's
administrative process does not constitute protected speech....
890 F.2d at 802.
Since plaintiff's dispute with the principal, superintendent of
schools and the school board is nothing more than an ordinary employment
dispute, it does not constitute protected speech and has no First Amendment
protection. Her case is
indistinguishable from Kirkland's.
B.
The plaintiff also contends that the district court erred in
holding that the defendants had a legitimate pedagogical interest in punishing
plaintiff for her speech. Of course,
by speech, she means her selection and production of the play Independence.
As we have previously set out, the play was a part of the
curriculum of Charles D. Owen High School, where plaintiff taught. So this contention of the plaintiff is in
reality not different from her first contention, that is, she had a First
Amendment right to participate in the makeup of the high school curriculum,
which could be regulated by the school administration only if it had a
legitimate pedagogical interest in the curriculum. While we are of opinion that plaintiff had no First Amendment
right to insist on the makeup of the curriculum, even assuming that she did
have, we are of opinion that the school administration did have such a
legitimate pedagogical interest and that the holding of the district court was
correct.
Pedagogical is defined as "2: of or relating to teaching or pedagogy. EDUCATIONAL."
Webster's Third New International Dictionary, 1971, p. 1663. There is no
doubt at all that the selection of the play Independence was a part of the
curriculum of Owen High School.
The makeup of the curriculum of Owen High School is by definition
a legitimate pedagogical concern. Not
only does logic dictate this conclusion, in only slightly different context the
Eleventh Circuit has so held as a matter of law: "Since the purpose of a curricular program is by definition
'pedagogical'...." Searcey v.
Harris, 888 F.2d 1314, 1319 (11th Cir.1989).
Kirkland, 890 F.2d at 795, held the same in the same context present
here.
If the performance of a play under the auspices of a school and
which is a part of the curriculum of the school, is not by definition a
legitimate pedagogical concern, we do not know what could be.
In our opinion, the school administrative authorities had a
legitimate pedagogical interest in the makeup of the curriculum of the school,
including the inclusion of the play Independence. The holding of the district court was correct and the
plaintiff's claim is without merit.
IV.
The question before us is not new. From Plato to Burke, the greatest minds of Western civilization
have acknowledged the importance of the very subject at hand and have agreed on
how it should be treated.
For a young person cannot judge what is allegorical and what is
literal; anything that he receives into his mind at that age is likely to
become indelible and unalterable; and
therefore it is most important that the tales which the young first hear should
be models of virtuous thoughts.
Plato's Republic: Book II,
Jowett Translation, Walter J. Black, Inc., 1942, p. 281.
The magistrate, who in favor of freedom thinks himself obliged to
suffer all sorts of publications, is under a stricter duty than any other well
to consider what sort of writers he shall authorize, and shall recommend by the
strongest of all sanctions, that is, by public honors and rewards. He ought to be cautious how he recommends
authors of mixed or ambiguous morality.
He ought to be fearful of putting into the hands of youth writers
indulgent to the peculiarities of their own complexion, lest they should teach
the humors of the professor, rather then the principles of the science.
Letter to a Member of the National Assembly (1791). IV, 23‑34, found in The Philosophy of
Edmund Burke, University of Michigan Press, 1960, p. 247.
And Justice Frankfurter, in concurrence, related the four
essential freedoms of a university, which should no less obtain in public
schools unless quite impracticable or contrary to law:
It is an atmosphere in which there prevail "the four
essential freedoms" of a university‑‑to determine for itself
on academic grounds who may teach, what may be taught, how it shall be taught,
and who may be admitted to study.
Sweezy v. New Hampshire, 354 U.S. 234, 255, 263‑264, 77
S.Ct. 1203, 1218, 1 L.Ed.2d 1311 (1957) (quoting from a statement of a
conference of senior scholars from the University of Cape Town and the
University of the Witwatersrand, including A. v. d. S. Centlivres and Richard
Feetham, as Chancellors of the respective universities [footnote omitted] ).
We agree with Plato and Burke and Justice Frankfurter that the
school, not the teacher, has the right to fix the curriculum. Owens being a public school does not give
the plaintiff any First Amendment right to fix the curriculum she would not
have had if the school were private.
Connick, 461 U.S. at 147, 103 S.Ct. at 1690.
Someone must fix the curriculum of any school, public or
private. In the case of a public
school, in our opinion, it is far better public policy, absent a valid
statutory directive on the subject, that the makeup of the curriculum be
entrusted to the local school authorities who are in some sense responsible,
rather than to the teachers, who would be responsible only to the judges, had
they a First Amendment right to participate in the makeup of the curriculum.
The judgment of the district court is accordingly
AFFIRMED. [FN2], [FN3]
FN2. It is appropriate to add what we have not decided. This is not a case concerning pupil speech,
as in Hazelwood, either classroom or otherwise. This case concerns itself exclusively with employee speech, as
does Connick, whether or not a public high school teacher has a First Amendment
right to insist on a part of the curriculum of the school. The case does not concern any right a
teacher might have to participate in the makeup of the curriculum of a public
high school other than the right claimed here under the First Amendment. "Perhaps the government employer's
dismissal of the worker may not be fair, but ordinary dismissals from
government service which violate no fixed tenure or applicable statute or
regulation are not subject to judicial review even if the reasons for the
dismissal are alleged to be mistaken or unreasonable." Connick at 146‑ 147, 103 S.Ct. at
1690. Plaintiff's contention that she
was not given notice as to what was being proscribed is, of course, without
merit, the plaintiff having no First Amendment right to participate in the
makeup of the curriculum.
FN3. The dissenting opinion of Judge Motz takes issue with the
issue in the case as stated by the majority.
As stated by the majority:
The only issue in this case is whether a public high school
teacher has a First Amendment right to participate in the make up of the school
curriculum through the selection and production of a play. We hold that she does not....
Slip, p. 366.
As stated by Judge Motz:
The majority holds that a teacher's speech in selecting,
producing, and directing a school play deserves "no First Amendment
protection." Ante at p. 369, I
cannot agree....
Dissenting opinion of Judge Motz at p. 375.
The dissent departs, however, from its plain statement of the
issue, which is not different from that in Mrs. Boring's brief, p. vi, and on
page 376 adopts as the issue an argument of Mrs. Boring, which is she
"argues that having passed on the play prior to its production and
performance, the school does not
have a right to discipline [her] in retaliation for its use in the
curriculum." The dissenting
opinion then largely proceeds on that theory of Mrs. Boring's argument, rather
than the issue as above stated. That argument, however, is apparently based on
some kind of due process argument, which was decided adversely to her, and
which she has not appealed. This is
set out in the majority opinion at p. 367. We also note that the dissenting
opinion depends, at least in part, on its parenthetical statement, at p. 378,
that "[t]he majority apparently does not contest one portion of the
panel's (now vacated) holding, see Boring, 98 F.3d at 1478‑1479, i.e.,
that Boring's selection and production of the play constitute speech for
purposes of the First Amendment."
The insistence on significance of the fact that the majority does not
contest a vacated holding of the panel is puzzling, at least, and is worthy of
mention only to note that the dissent of Judge Motz emphasizes, as well as does
that of Judge Hamilton, that neither logic, nor precedent, nor the wisdom of
the ages, supports their position on the issue as stated by Mrs. Boring in her
brief on p. vi and restated here on page 367. The dissents erroneously continue
to equate "speech" with "protected speech."
WILKINSON, Chief Judge, concurring:
Traditionally, indeed for most of our history, education has been
largely a matter of state and local concern.
The dissents, however, approach education as a federal judicial
enterprise. The dissenters seize upon
one loose, slippery, litigious phrase‑‑"legitimate pedagogical
concern"‑‑and consign it to the mercies of the federal courts. They provide not one iota of guidance to
local school administrators on the interpretation of this tantalizing
formulation, nor could they. What is
"legitimately pedagogical" will inevitably mean one thing to one
judge or jury and something else to another.
This is precisely the process by which 42 U.S.C. § 1983 becomes an
instrument of disenfranchisement. In
this case, that provision would remove from students, teachers, parents, and
school boards the right to direct their educational curricula through
democratic means. The curricular
choices of the schools should be presumptively their own‑‑the fact
that such choices arouse deep feelings argues strongly for democratic means of
reaching them. [FN*]
FN* The dissents contend that all the intrusiveness occasioned by
the term "legitimate pedagogical concern" can be ascribed to the
Supreme Court. It is obviously not the
Supreme Court's use of the phrase to which
I object, but the dissents' aggressive misapplication of it to all
curricular decisions.
I would affirm the judgment of the district court.
LUTTIG, Circuit Judge, concurring:
I agree fully with the unassailable conclusion of the majority
that the First Amendment does not require school boards to allow individual
teachers in the Nation's elementary and secondary public schools to determine
the curriculum for their classrooms consistent with their own personal,
political, and other views. Thus, I
agree with the court's rejection of the dissent's position, see post at 375
(Motz, J., dissenting), that the Buncombe County Board of Education is required
by the First Amendment to defend in federal court its decision to disallow Ms.
Boring from producing a play on lesbianism in the classrooms of the County's
high school.
I also agree with the court's application of the public employee
speech cases of Connick v. Myers, 461 U.S. 138, 103 S.Ct. 1684, 75 L.Ed.2d 708
(1983), and Pickering v. Board of Education, 391 U.S. 563, 88 S.Ct. 1731, 20
L.Ed.2d 811 (1968), in the resolution of this dispute. Whether or not it can be argued that the
standard set forth in these cases is suitable in analyzing restrictions on
teachers' in‑class noncurricular speech, the standard announced in these
cases is eminently reasonable in analyzing restrictions on teachers' in‑class
curricular speech‑‑unless, of course, one mistakenly assumes, as
indeed the dissent does, that every word of curricular speech uttered by a
teacher within the classroom is, by definition, speech "as a citizen on a
matter of public concern" within the intendment of Connick and
Pickering. Cf. post at 378 (Motz, J.,
dissenting) (asserting that "Connick ... does not provide a workable
formula for analyzing whether the First Amendment protects teacher's in‑class
speech" because all in‑class teacher speech is on matter of public
concern, but without distinguishing between in‑class curricular and in‑class
noncurricular teacher speech). Indeed, the analogy would seem to be pure
between a teacher who, qua teacher, attempts to assert her own views through
the curriculum itself, and any other public employee who, qua employee,
attempts to assert her personal views through the official policies and
decisions of her office. Neither the
question of whether a teacher has a First Amendment right when she speaks in
the classroom generally, other than through the curriculum itself, nor the
question of whether Connick applies in this quite different context, is before
the court today, contrary to the belief of the dissent.
In reaching the conclusion that the Buncombe County Board of
Education is constitutionally required to justify for Ms. Boring its decision
not to permit production of the play she selected, the dissent relies on the
Supreme Court's decision in Hazelwood School District v. Kuhlmeier, 484 U.S.
260, 108 S.Ct. 562, 98 L.Ed.2d 592 (1988), but selectively quotes from the
Court's opinion in that case so as to leave the impression that Hazelwood dealt
with a teacher's First Amendment right to express herself through the
curriculum itself, rather than with a student's First Amendment right to speak
within a curricular setting. Thus, the
dissent states that,
in Hazelwood the Court held that school administrators' curriculum
choices did not offend the First Amendment "so long as their actions are
reasonably related to legitimate pedagogical concerns." Indeed, the Court went on to recognize
that, on occasion a particular curriculum decision may have "no valid
educational purpose" and that in such an instance "the First
Amendment is so directly and sharply implicate[d] as to require judicial
intervention[;]"
post at 376, whereas the Court actually stated:
[W]e hold that educators do not offend the First Amendment by
exercising editorial control over the style and content of student speech in
school‑sponsored expressive activities so long as their actions are
reasonably related to legitimate pedagogical concerns.... It is only when the decision to censor a
school‑sponsored publication, theatrical production, or other vehicle of
student expression has no valid educational purpose that the First Amendment is
so "directly and sharply implicate[d] as to require judicial intervention
to protect students' constitutional rights."
484 U.S. at 273, 108 S.Ct. at 571 (footnote and citations
omitted; emphasis added). From its perceived need to omit from the
Hazelwood passages upon which it explicitly relies and partially quotes, all
references within those passages‑‑even within the holding itself‑‑to
the fact that the Court was concerned in that case only with student speech, it
is clear that the dissent recognizes that Hazelwood offers no support for its
position in this case.
Notwithstanding its obvious recognition of the inapplicability
of Hazelwood, the dissent would
nevertheless import wholesale Hazelwood's test for evaluating restrictions on
student speech within curricular activities into the entirely different context
of teacher speech through the curriculum itself. That is, not only does the dissent deny, through simple omission
of the relevant portions of text from the Court's opinion, that Hazelwood was
concerned only with student speech; it
fails to recognize the elementary difference between teacher in‑class
speech which is curricular, and teacher in‑ class speech which is
noncurricular, because it assumes that every word uttered by a teacher in a
classroom is curriculum. In the latter
context of teacher in‑class noncurricular speech, the teacher assuredly
enjoys some First Amendment protection.
In the former context of teacher in‑class curricular speech, the
teacher equally assuredly does not.
Of course, we are presented in this case not with student speech
within a curricular activity (such as in Hazelwood ), but rather, with teacher
or employee speech literally through
the curriculum itself. The
differences are plain‑‑the ultimate question for our resolution
being whether a teacher has a constitutional right to define, at least in part,
the school's curriculum, over the informed judgments of both school boards and
parents. As noted, mistakenly applying
Hazelwood in the first instance, and then, in its alternative reasoning,
mistakenly assuming that every word spoken in the classroom by a teacher is a
matter of public concern within the meaning of Connick and Pickering, the
dissent would hold that every teacher has such a right. Today, however, the court properly concludes
that she does not. Of course, were it
otherwise‑‑that is, were every public school teacher in America to
have the constitutional right to design (even in part) the content of his or
her individual classes, as the dissent would have it‑‑the Nation's
school boards would be without even the most basic authority to implement a
uniform curriculum and schools would become mere instruments for the
advancement of the individual and collective social agendas of their teachers.
Rhetorically, the dissent attempts to minimize the radicalization
of the educational process that would follow upon its proposed holding, by
assuring that school officials "must and [would] have final authority over
curriculum decisions," and that all that would be required is the mere
articulation by the school board of any "legitimate pedagogical
concern." Even if these observations as to the dissent's proposed holding
were true, the requirement that school systems across the country make their
curriculum decisions in anticipation of litigation, and then engage in the time‑consuming
processes of discovery, pretrial litigation, and trial in federal court to
defend as "legitimately pedagogical" their individual curriculum
decisions, would itself represent a crushing burden, not to mention a surrender
to unelected federal judges of the "final authority over curriculum
decisions" that is properly that of school boards and parents.
But one should be under no illusions that the particular
requirement of "legitimate
pedagogy" that the dissent has in mind could ever be so easily satisfied
or that, in reality, the dissent contemplates final decisionmaking authority
for curriculum resting with the Nation's schoolboards. The indisputable subtext of the dissent,
which could hardly go unnoticed, is that "legitimate" pedagogy will
be not what the parents and schoolboards decide it should but, rather, what the
judges say it will be. If any
confirmation of this is necessary, one need look no further than to Judge
Hamilton's separate opinion, in which he has already concluded, without even so
much as an allegation to this effect by the plaintiff, that the defendants,
"all for the sole purpose of shielding the principal and the Board from
the wrath of the public outcry," "targeted Margaret Boring as a
scapegoat and used her to shield them from the 'heat' of the negative outcry
resulting from the performance of Independence." Post at 374 (Hamilton, J., dissenting).
Judge Wilkins and Judge Williams join in this concurrence.
HAMILTON, Circuit Judge, dissenting:
I join in Judge Motz's persuasive dissenting opinion. I write separately to emphasize several
points. First, the facts as alleged in
the complaint suggest strongly that this case is far from an "ordinary
employment dispute," i.e., a case involving only speech of a private
concern, as the majority dismissively states.
Ante at 368. Instead, as gleaned from a fair reading of the complaint,
this is a case about a school principal, Fred Ivey, and a county school board,
the Buncombe County Board of Education (the Board), who targeted Margaret
Boring as a scapegoat and used her to shield them from the "heat" of
the negative outcry resulting from the performance of Independence. This is
also a case about a dedicated teacher who, contrary to the implication of the
majority and concurring opinions, in no way violated any aspect of an approved
curriculum; who followed every
previously required standard set forth for the selection and approval of the
school production; who, when requested
to do so, redacted certain portions of the production and only permitted its
performance after that performance had been explicitly approved by her
principal, Mr. Ivey; yet, who
nevertheless lost her position as a result of the production, all for the sole
purpose of shielding the principal and the Board from the wrath of the public
outcry. Despite the complete absence
of any articulated, legitimate reason for restricting Boring's speech, this
court today permits her dismissal, in its oblique reference to Federal Rule of
Civil Procedure 12(b)(6), without requiring any explanation from Ivey or the
Board, holding that they are absolved of any wrongdoing under § 1983, see 42
U.S.C. § 1983, because Boring engaged in no protected speech. Because this dispute originated in, and was
entirely the result of, public debate, I believe that the Board, as a public
employer that allegedly acted in response to that public debate, should be
required to articulate some legitimate, pedagogical concern for restricting
Boring's speech. This burden is hardly
onerous, and it is the least we can require of public officials charged with
making curriculum decisions.
Second, it should not be overlooked that this case presents one
simple question: Can the Board censor
Boring's speech without proffering any legitimate pedagogical concern
justifying the restriction? Judge
Motz's dissent persuasively explains why the answer to this simple question is
no. In all likelihood, if remanded, this case would be resolved in favor of the
Board at the summary judgment stage, as several pedagogical concerns probably
justified the Board's action. At this
early stage, the Rule 12(b)(6) stage, however, we have no basis for determining
whether the Board's restriction reasonably related to legitimate pedagogical
concerns. For this reason, the
judgment of the district court should be reversed and the matter remanded for
further proceedings.
A final note concerning the concurring opinions of Chief Judge
Wilkinson and Judge Luttig. These
opinions attack the dissenting opinion as consigning to the federal judiciary
the responsibility for managing our public schools. Nothing could be further
from reality. What these opinions
ignore, however, is that any limited intrusion, whatever it may be, is
precisely the intrusion required by the Supreme Court's decision in
Hazelwood. The Supreme Court
established the Hazelwood standard and, in doing so, clearly envisioned some
minimal intrusion into public school management insofar as school
administrators would be required to articulate a legitimate pedagogical concern
for censoring a student's speech. The
Supreme Court apparently did not believe this standard to be too ambiguous for
district and appellate courts to apply, nor did it apparently believe this
standard to place an unjustly onerous burden on school officials. Therefore, even if the parade of horribles
feared by the concurrences came to pass, it is a parade of horribles created by
a standard articulated by the Supreme Court and one to which we are bound to
adhere until the Supreme Court states otherwise.
Judge Murnaghan joins in this dissent.
DIANA GRIBBON MOTZ, Circuit Judge, dissenting:
The majority holds that a teacher's speech in selecting,
producing, and directing a school play deserves "no First Amendment
protection." Ante at 369. I cannot
agree and therefore respectfully dissent.
In my judgment, the district court erred in dismissing Margaret Boring's
complaint for failure to state a claim upon which relief can be granted.
School administrators must and do have final authority over
curriculum decisions. But that
authority is not wholly unfettered.
Like all other state officials, they must obey the Constitution. The
Supreme Court has long recognized that the Constitution, specifically the First
Amendment, "does not tolerate laws that cast a pall of orthodoxy over the
classroom." Keyishian v. Board of
Regents, 385 U.S. 589, 603, 87 S.Ct. 675, 683, 17 L.Ed.2d 629 (1967).
See also Tinker v. Des Moines Indep.
Sch. Dist., 393 U.S. 503, 506, 89 S.Ct. 733, 736, 21 L.Ed.2d 731 (1969)
("teachers" no less than "students" do not "shed their
constitutional rights to freedom of speech or expression at the schoolhouse gate"). Thus, teachers' in‑class speech
retains some, albeit limited, First Amendment protection, as is explained in
detail in the panel opinion in this case.
See Boring v. Buncombe County Bd. of Educ., 98 F.3d 1474, 1475‑85
(4th Cir.1996). To that opinion, I add
only a few thoughts.
I.
First, although the majority notes the correct standard of
review, ante at 367 ("[w]e review
a dismissal for failure to state a claim de novo, drawing all reasonable
inferences in favor of the plaintiff and accepting the allegations that are
stated in the complaint as true"), it fails to apply this standard.
Examination of Margaret Boring's complaint is instructive. Boring alleges that she is a "tenured
teacher" in the Buncombe County public schools, that she has "built a
national reputation for excellence in teaching drama and directing and
producing theater," and that "[h]er plays have won numerous awards
and, each year, many of her students have gone on to college on theater‑related
scholarships." She further alleges
that in the fall of 1991‑‑twelve years after her initial employment
by the Board, after her plays had been "regularly" entered in
competition and won "numerous awards"‑‑she notified her
principal "as she did every year " of the name of the play she had
chosen for the annual competition, and the principal "did not comment or
react." (Emphasis added.)
True, as the majority observes, Boring "does not allege that
she gave the principal any information about the play other than the
name." Ante at 366. But a fair
reading of the above allegations, let alone a reading that gives Boring
"all reasonable inferences" from them, reveals that Boring provided
her principal with precisely the same advance notice of the chosen play that
she had in every previous year‑‑notice that, until 1991, had been
sufficient. According to Boring, the principal did not question her choice, ask
for further information, or in any way "comment or react" to her
choice. It may be that Boring pulled a
fast one on the principal, choosing a more controversial play than in previous
years and giving him just its name to preclude negative reaction from him. Nothing in the complaint supports this
inference, however, and the School Board has not so asserted.
Boring further alleges that no violation of the
"controversial materials policy" provided a basis for her transfer
and that the play was performed in the state competition only after the
principal insisted that she delete certain portions of the play. Taking all of these allegations together, a
fair reading of them is that Boring complied with the school administration's
requirements and policies in every respect, but was nonetheless disciplined
"to punish and retaliate against her for expressing an unpopular point of
view through the production of the play" in violation of her First
Amendment rights. Thus, as the
district court recognized, Boring "does not ask the Court to find that a
unilateral selection and production of the play 'Independence,' without prior
approval, would have been protected First Amendment speech"; rather, she "argues that having passed
on the play prior to its production and performance, the school does not have a
right to discipline [her] in retaliation for its use in the
curriculum." It is this complaint
that Boring presents to us, and this complaint that we must assess to determine
whether it states a claim upon which relief can be granted.
The Board may indeed have "legitimate pedagogical
concerns" that are
"reasonably related" to its disciplinary decision. See Hazelwood Sch. Dist. v. Kuhlmeier, 484
U.S. 260, 273, 108 S.Ct. 562, 571, 98 L.Ed.2d 592 (1988). But, of course, Boring alleges no such
concerns and the Board has not yet stated any. Hence, nothing in the record before us, at this early stage in
the proceedings, allows us to draw such a conclusion. Prior to today, every court to consider the matter has required
that school administrators offer some evidence‑‑if only an
affidavit‑‑to establish the legitimacy of the pedagogical concerns
purportedly related to their actions.
See Boring, 98 F.3d at 1479.
The majority, however, concludes that even this slight evidentiary
showing is unnecessary. [FN1] The
majority maintains that because "pedagogical" is defined as
"educational," any and every curriculum decision made by school
administrators is "by definition a legitimate pedagogical concern"
and thus constitutionally acceptable.
Ante at 370.
FN1. Requiring school authorities to submit a single affidavit
demonstrating the factual basis for their pedagogical concerns hardly imposes a
"crushing burden" on them.
Ante at 372 (Luttig, J. concurring).
The Supreme Court's careful reasoning in Hazelwood, an opinion
authored by Justice White and joined by all members of the present Court then
sitting (the Chief Justice, and Justices Stevens, O'Connor, and Scalia), offers
no support for this astonishing conclusion. [FN2] Rather, in Hazelwood the Court held that school administrators'
curriculum choices did not offend the First Amendment "so long as their
actions are reasonably related to legitimate pedagogical concerns." Hazelwood, 484 U.S. at 273, 108 S.Ct. at 571
(emphasis added). Indeed, the Court
went on to recognize that, on occasion, a particular curriculum decision may
have "no valid educational purpose" and that in such an instance
"the First Amendment is so directly and sharply implicate [d] as to
require judicial intervention."
Id. (citation and internal quotation omitted; alteration in original).
Thus, the Supreme Court in Hazelwood clearly did not hold, as the
majority does here, that each and every curriculum decision is "by
definition a legitimate pedagogical concern." Ante at 370 (emphasis added).
Instead, the Court meticulously analyzed the speech before it and
concluded that the school administrators had demonstrated‑‑through
the testimony of several witnesses‑‑the legitimacy of their
pedagogical concerns and that for this reason "no violation of First
Amendment rights occurred." Id. at
275‑76, 108 S.Ct. at 572.
FN2. Of course, as noted in the panel opinion, "Hazelwood
directly addresses the free speech rights of students, not teachers." Boring, 98 F.3d at 1482. Hazelwood, however, is the Supreme Court's
most recent discussion of the protection due curricular speech and the majority
and concurrences apparently believe that it is the curricular nature of
Boring's speech that deprives it of all First Amendment protection. For this and the other reasons discussed in
the panel opinion, I continue to
believe that the Hazelwood analysis provides the "best means"
of evaluation of the speech at issue here.
Id.
Nor do the two cases upon which the majority relies, ante at 370,
support its holding that each and every curriculum decision of a school
administration is "by definition a legitimate pedagogical
concern." In neither Kirkland v.
Northside Indep. Sch. Dist., 890 F.2d 794 (5th Cir.1989); cert. denied, 496 U.S. 926, 110 S.Ct. 2620,
110 L.Ed.2d 641 (1990), nor Searcey v. Harris, 888 F.2d 1314 (11th Cir.1989),
did the courts hold that the plaintiffs failed to state a claim upon which
relief could be granted or that school administrators' decisions were motivated
by legitimate pedagogical concerns simply because those decisions concerned the
curriculum.
In Kirkland, the Fifth Circuit did conclude that the teacher "suffered no impairment of his First
Amendment rights." Kirkland, 890
F.2d at 795. But that teacher, Timothy
Kirkland, unlike Boring, admitted that he refused to follow the school's well‑established
rules. For example, he admitted using
a "nonapproved reading
list." Kirkland, 890 F.2d at 795
(emphasis added). Boring, by contrast,
alleges that her principal initially acquiesced in her choice and production of
Independence. Moreover, Kirkland did
not concede, as Boring does, that the school authorities were entitled to the
broad discretion vested in them under the Hazelwood standard. Rather, Kirkland contended that "his
control of the world history class curriculum [was] unlimited." Kirkland, 890 F.2d at 801 (emphasis
added). The Kirkland court properly
rejected this argument. Id. But the
Fifth Circuit's reasoning in Kirkland does not foreclose Boring's quite
different and far more modest contention that although administrators may
discipline a teacher even when the teacher does follow the school's rules, they may do so only "so long as
[administrators'] actions are reasonably related to legitimate pedagogical
concerns." Hazelwood, 484 U.S. at
273, 108 S.Ct. at 571. Actually, rather than foreclosing this reasoning, the
Kirkland court seemed to embrace it:
"Our decision should not be misconstrued ... to suggest that public
school teachers foster free debate in their classrooms only at their own risk
or that their classrooms must be 'cast with a pall of orthodoxy.' "
Kirkland, 890 F.2d at 801‑02.
In Searcey, the Eleventh Circuit recognized, as I do, that
curricular programs by nature have pedagogical purposes. See 888 F.2d at 1319. But it did not hold, as the majority does
here, that each and every curricular decision is "by definition a
legitimate pedagogical concern."
Ante at 370 (emphasis added).
In fact, the Eleventh Circuit's holding stands in stark contrast to that
set forth by the majority. The Searcey
court upheld a judgment against a school board precisely because the board
offered "no evidence " to support its challenged requirement. Searcey, 888 F.2d at 1322 (emphasis
added). The court reasoned "[w]e
cannot infer the reasonableness of a regulation from a vacant record." Id. (citing Hazelwood, 484 U.S. at 275 &
n. 8, 108 S.Ct. at 572 & n. 8).
Moreover, Searcey expressly rejected the school board's argument that
even though it failed to offer any evidentiary support, a court must defer to
its decision; the court concluded that this would "overstate[ ] the
deference a court must pay to School Board decisions." Id. at 1321. The majority erroneously relies on Searcey to do precisely what
the Searcey court itself would not do‑‑overstate the deference due
school board decisions and infer the reasonableness of such decisions from a
vacant record.
The Buncombe County Board of Education may possess legitimate
pedagogical concerns reasonably related to its discipline of Boring. But, to date, the Board has not even
attempted to state those concerns, let alone offered a scintilla of evidence
establishing them. On this record, I
do not see how a court can conclude, as the majority does, that "the
school administrative authorities had a legitimate pedagogical interest"
justifying discipline of Boring and dismissal of her complaint. Ante at 370.
II.
Like the district court, Boring, and the two associations that
filed amici briefs on behalf of the School Board (the National School Boards
Association and the Virginia School Board Association Council of School Board
Attorneys), I believe that the standard articulated in Hazelwood, not that set
forth in Connick v. Myers, 461 U.S. 138, 103 S.Ct. 1684, 75 L.Ed.2d 708 (1983),
provides the appropriate test for analyzing the speech at issue in this case.
But, contrary to the majority's suggestion, even if Connick were applicable
here, it would fail to provide an alternative basis on which to dismiss
Boring's complaint.
A.
Connick held that a court generally determines whether a public
employee's speech is constitutionally protected by balancing the employee's
interest, " 'as a citizen, in commenting upon matters of public concern
and the interest of the State, as an employer, in promoting the efficiency of
the public services it performs through its employees.' " Id. at 142, 103 S.Ct. at 1687 (quoting
Pickering v. Board of Educ., 391 U.S. 563, 568, 88 S.Ct. 1731, 1734‑1735,
20 L.Ed.2d 811 (1968)). Under Connick,
Boring must first establish that her speech related to "a matter of public
concern." See Connick, 461 U.S.
at 146, 103 S.Ct. at 1689. If she does
so, school authorities may still prevail, provided they can show that their
interest in workplace efficiency and harmony outweighs Boring's interest in
commenting upon the matters of public concern. See Board of County Comm'rs v. Umbehr, 518 U.S. 668, ‑‑‑‑
‑ ‑‑‑‑, 116 S.Ct. 2342, 2347‑2348, 135
L.Ed.2d 843 (1996); Connick, 461 U.S. at 146‑147, 103 S.Ct. at 1689‑1690; Pickering, 391 U.S. at 568, 88 S.Ct. at 1734‑1735.
In my view, the Connick framework does not provide a workable
formula for analyzing whether the First Amendment protects a teacher's in‑class
speech. Neither element of the Connick balancing test provides much assistance
in assessing whether this speech is entitled to constitutional protection.
The public concern element articulated in Connick fails to account
adequately for the unique character of a teacher's in‑class speech.
When a teacher steps into the classroom she assumes a position of
extraordinary public trust and confidence:
she is charged with educating our youth. Her speech is neither ordinary employee workplace speech nor
common public debate. Any attempt to
force it into either of these categories ignores the essence of teaching‑‑to
educate, to enlighten, to inspire‑‑and the importance of free
speech to this most critical endeavor.
As the Supreme Court proclaimed more than forty years ago: "Teachers and students must always
remain free to inquire, to study and to evaluate, to gain new maturity and
understanding; otherwise our
civilization will stagnate and die."
Sweezy v. New Hampshire, 354 U.S. 234, 250, 77 S.Ct. 1203, 1212, 1
L.Ed.2d 1311 (1957).
Moreover, the governmental interest element as set forth in
Connick fails to give school administrators the necessary and appropriate
control over a teacher's in‑class speech. School administrators should be free to specify curriculum and
to curtail classroom speech for any legitimate pedagogical reason. They should not be required to demonstrate
that a restriction on in‑ class speech is necessitated by workplace
efficiency or harmony. Accordingly, as
more fully set forth in the panel opinion, I believe the simpler and more
rigorous Hazelwood analysis should apply to a teacher's in‑class speech,
as well as a student's in‑class speech.
See Boring, 98 F.3d at 1482‑83.
B.
However, even if the Connick test applied to a teacher's in‑class
speech, we would be required to conclude that the district court erred in
dismissing Boring's complaint.
Although Boring's in‑class speech does not itself constitute pure
public debate, obviously it does "relate to" matters of overwhelming
public concern‑‑family life, divorce, motherhood, and illegitimacy,
among others. Thus, if the Connick
analysis did apply to in‑ class speech, then Boring's choice and
production of a play that raises a number of important social issues obviously
falls within the Supreme Court's broad definition of "public
concern," which includes speech "relating to any matter of political,
social, or other concern to the community." Connick, 461 U.S. at 146, 103 S.Ct. at 1690 (emphasis
added). See also id. at 149, 103 S.Ct.
at 1691 (speech need only "touch" on a matter of public concern in
order to trigger an employer's burden to justify restrictions on it).
I have trouble understanding the basis for the majority's contrary
holding that Boring's selection and production of the play amounts to
"nothing more than an ordinary employment dispute" and does not
involve a matter of public concern under Connick. Ante at 369. (The majority
apparently does not contest one portion of the panel's (now vacated) holding,
see Boring, 98 F.3d at 1478‑1479, i.e., that Boring's selection and
production of the play constitute speech for purposes of the First
Amendment. Thus, the majority notes,
"[t]his case concerns itself exclusively with employee speech." See ante at 371 n. 2 (emphasis added)).
Conceivably, the majority's holding is grounded in misreading Connick to make the role in which a public
employee speaks determinative of whether her speech merits First Amendment
protection. Connick does distinguish
between an employee speaking "as a citizen on matters of public
concern" and an employee speaking "as an employee upon matters of
personal interest." Connick, 461 U.S.
at 147, 103 S.Ct. at 1690. But Connick
never holds that a public employee automatically loses all First Amendment
protection whenever she speaks in her role as employee on a matter of public
concern. Indeed, the Connick Court
implicitly repudiates such a conclusion, by directing that factors other than
the role of the speaker are critical to determining when an employee speaks on
a matter of public concern‑‑ "[w]hether an employee's speech
addresses a matter of public concern must be determined by the content, form,
and context of a given statement."
Id. at 147‑148, 103 S.Ct. at 1690. Moreover, Connick itself held that one of the statements of the
government employee before it, although in the same form and context as her
other statements (a questionnaire circulated by the employee only within her
office) and although quintessentially speech by an employee in her role as an
employee, did "touch[ ] upon a matter of public concern." Id. at 149,
103 S.Ct. at 1691.
Furthermore, to read Connick as holding that any speech by a
public employee in her role as an employee fails to merit First Amendment
protection would contravene other controlling precedent. Both the Supreme Court and this court have
held that a teacher's in‑class speech, which by definition involves
speech by a teacher in her role as an employee, warrants protection. See, e.g., Keyishian, 385 U.S. at 602‑603,
87 S.Ct. at 683‑684 (regulations inter alia restricting teachers' in‑class
speech held to violate the First Amendment);
Piver v. Pender County Bd. of Educ., 835 F.2d 1076, 1081 (4th Cir.1987),
cert. denied, 487 U.S. 1206, 108 S.Ct. 2847, 101 L.Ed.2d 885 (1988). Because the majority does not explicitly
hold that the role in which an employee speaks is determinative or attempt to
distinguish Keyishian or overrule Piver, this reasoning must not be the basis
for its conclusion that Boring's speech does not relate to a matter of public
concern.
The only other possible basis that I can see for the majority's
holding is a mistake as to the nature of Boring's claim. The speech for which Boring seeks First
Amendment protection does not constitute a private personnel grievance. Boring
does not allege that she selected and produced Independence after being
instructed not to choose that play, nor does she allege that school
administrators disciplined her because she publicized her dissatisfaction with
their treatment of her. Such a claim,
much like Kirkland's insistence on using a disapproved reading list, would
constitute an "ordinary employment dispute" rather than speech
relating to a matter of public concern.
Boring instead alleges that the school administration disciplined her
for the selection and production of the play itself. This is not an employment dispute. Rather, it is a challenge to a restriction on classroom speech,
which involves matters of public concern.
Thus, if the Connick analysis applied here, a court could only
conclude that Boring has alleged that she was disciplined for speech
"relating to a matter of public concern." We would then have to proceed to the other half of the Connick
balancing test and examine the school administration's evidence as to the
necessity of its restriction of her speech.
But, on this record, we could hardly conclude that school administrators
had demonstrated that they reasonably believed Boring's speech would disrupt
the workplace. They have not even asserted, let alone offered evidence of,
disruption. Cf. Connick, 461 U.S. at
151‑154, 103 S.Ct. at 1692‑1694.
(Supreme Court relies on trial testimony of employer that employee's
speech caused office disruption).
Accordingly, even under Connick, we would be required to hold that the
district court erred in dismissing Boring's complaint.
III.
As recognized at the outset of this dissent and in the panel
opinion, school administrators must "be permitted to have the final say in
setting the appropriate curriculum so that students are not exposed to material
that detracts from or impedes the school's pedagogical mission." Boring, 98 F.3d at 1483. Yet, the First Amendment lives in the
classroom as it does elsewhere.
Indeed, as the Supreme Court stated several decades ago:
The vigilant protection of constitutional freedoms is nowhere more
vital than in the community of American schools. By limiting the power of the States to interfere with freedom of
speech and freedom of inquiry and freedom of association, the Fourteenth
Amendment protects all persons, no matter what their calling. But, in view of the nature of the teacher's
relation to the effective exercise of the rights which are safeguarded by the
Bill of Rights and by the Fourteenth Amendment, inhibition of freedom of
thought, and of action upon thought, in the case of teachers brings the
safeguards of those amendments vividly into operation.
Shelton v. Tucker, 364 U.S. 479, 487, 81 S.Ct. 247, 251, 5 L.Ed.2d
231 (1960) (internal quotation
omitted). Justice Stewart wrote these
words in the course of holding that the First Amendment prevented public
schools from compelling teachers to list all organizations to which they had
belonged or contributed in the recent past.
But the words apply with equal force here. Rather than
"vigilant[ly] protecti[ng] ... constitutional freedoms ... in the
community of American schools," the majority eliminates all constitutional
protection for the in‑class speech of teachers. By holding that public school administrators can
constitutionally discipline a teacher for in‑class speech without
demonstrating, or even articulating, some legitimate pedagogical concern
related to that discipline, the majority extinguishes First Amendment rights in
an arena where the Supreme Court has directed they should be brought
"vividly into operation."
For these reasons, I must respectfully dissent.
Judges Hall, Murnaghan, Ervin, Hamilton, and Michael join in this
dissent.