William Penn School District et al. v. Pa. Dept. of Education et al., 294 A.3d 537, 962 (Pa. Commonw. Ct. 2023)

The lawsuit challenging the constitutionality of Pennsylvania’s school funding system went to trial in Commonwealth Court beginning Nov. 12, 2021. The trial lasted for nearly four months, followed by post-trial briefing and oral argument in July 2022. The court rendered its decision on Feb. 7, 2023, finding that Pennsylvania’s school funding system violates the state constitution’s education clause and equal protection provisions. The court also ruled that education is a fundamental right in our state. A more complete history is below.

Additional information about the case and implementation of the court’s decision is available at FundOurSchoolsPA.org, a joint website developed by the Education Law Center and Public Interest Law Center.


CHRONOLOGY OF THE CASE

The case, initially filed in 2014 on behalf of parents, school districts, and statewide organizations in response to the failure of Pennsylvania’s legislature to adequately and equitably fund public education, was remanded to Commonwealth Court in September 2017 by the state Supreme Court, which ruled that the claims in our case are subject to judicial review.

On remand, the Pennsylvania Commonwealth Court overruled a set of objections filed by state legislative leaders, allowing the case to proceed and moving our school funding lawsuit closer to trial. Read more in the May 7, 2018, news release.

Thereafter, in response to a motion to dismiss asserted by legislative leaders, the court ruled that the state’s adoption of an education funding formula did not render the case moot. The court denied the respondents’ petition to dismiss the case as moot in an order issued August 21, 2018, clearing the way for the case to move toward trial, as described in this news release. The court agreed with our arguments emphasizing the continuing decline in funding available for classroom expenses and the widening gaps in spending between low-wealth and high-wealth districts. Read more in the July 6, 2018, news release and the August 7, 2018, news release.

In a scheduling order issued on December 6, 2018, the court set a tentative trial date for 2020, as described in this news release. In the two years following this order, the court issued several briefing orders and updated the schedule.

In summer 2020, the parties completed the extensive pre-trial phase known as discovery, through which all parties gather evidence to support their case through the exchange of documents, witness statements, and other means. Over the course of the discovery process, the parties completed more than 70 depositions. The parties exchanged multiple expert reports and rebuttals. Filings relating to motions for summary judgment were submitted in late 2020. The court issued rulings on those motions in early 2021, the last major step before scheduling the case for trial; read our March 2021 news release.

In an April 1, 2021, order, the court set a schedule for pretrial filings and tentatively scheduled the trial for the fall. In summer 2021, the court ruled on several motions in limine (motions to limit evidence), denying a motion by respondents to preclude the introduction of evidence of racial disparities.

The court scheduled trial to begin on November 12, 2021, in Courtroom 3002 of the Pennsylvania Judicial Center in Harrisburg. Trial concluded with closing arguments on March 10, 2022. Daily summaries of trial testimony can be found here.

Commonwealth Court Judge Renée Cohn Jubelirer, who presides over the case, issued her decision on Feb 7, 2023, in which she declared Pennsylvania’s school funding system unconstitutional. You can read the full decision here

Republican legislative leaders filed a motion Feb. 17, 2023, for post-trial relief in Commonwealth Court, seeking reconsideration from Judge Jubelirer and preserving possible issues for appeal.

On June 21, 2023, following oral argument on May 22, 2023, Judge Jubelirer denied that motion. In their challenge, they had claimed errors in the court’s landmark ruling and asked the court to reverse its decision.

The July 21, 2023, deadline for filing an appeal to the Pennsylvania Supreme Court passed without any further court action. Consequently, the Feb. 7 ruling became final.

Read our Frequently Asked Questions document about the Commonwealth Court decision. 

 

MEDIA COVERAGE

For a more extensive sample of media coverage of the trial, see www.fundourschoolspa.org.

The communities are side by side. They have wildly different education outcomes – by design (10/7/2021, USA Today)

Highly Watched Pennsylvania School Funding Case Heads to Trial, Years After Low-Income Districts Sued to Overturn a ‘System of Haves and Have Nots’ (11/12/2021, The 74)

Pa. lawmakers have neglected their duty to quality education across the state | Opinion (11/12/2021, The Philadelphia Inquirer)

Guest editorial: Lawsuit has serious ramifications (12/27/2021, The Sentinel)

Hite testifies lack of resources holds back Philly students (1/11/2022, Chalkbeat Philadelphia)

Petitioners in PA Fair Funding Lawsuit Conclude Testimony, Respondents to Begin Making Their Case This Week (1/31/2022, Erie News Now)

Fair funding trial petitioners hold press conference after closing arguments (3/11/2022, The Tribune-Democrat)

Landmark Pa. school funding case decided: The state’s system is unconstitutional (2/7/2023, The Philadelphia Inquirer)

Court: Present Pennsylvania School Funding System Is Unconstitutional (2/7/2023, Forbes)

No appeal from Pa. legislative leaders on school funding (7/24/2023, KYW Newsradio)

 

KEY COURT DOCUMENTS

Our Brief in Opposition to Preliminary Objections  (2/15/2018)

Decision Overruling Preliminary Objections (5/7/2018)

Our Brief in Opposition to Mootness Application (7/6/2018)

Scarnati Application for Decision on Mootness (8/13/2018)

Answer to Scarnati Application for Decision on Mootness (8/14/2018)

Order Denying Application to Dismiss for Mootness (8/21/2018)

Memorandum Opinion Denying SBE Motion for Summary Dismissal (2/19/21)

Opinion and Order Denying Application for Summary Relief (3/8/2021)

Memorandum Opinion on Post-2014 Evidence (7/23/21)

Memorandum Opinion Denying Motion to Preclude Evidence of Racial Disparities (7/28/21)

Proposed Findings of Fact and Conclusions of Law (5/2/2022)

Petitioners

Legislative Respondents

Executive Respondents

State Board of Education

Amicus Briefs

Brief of Amici Curiae Law Professors (5/13/2022)

Brief of Amici Curiae Philadelphia Federation of Teachers, American Federation of Teachers-PA, and American Federation of Teachers (5/16/2022)

Brief of Amicus Curiae The Pennsylvania State Education Association (5/16/2022)

Brief of Attorney General Josh Shapiro as Amicus Curiae (5/16/2022)

Brief of Amici Curiae: Child-Serving and Education Organizations (5/16/22)

Brief of Amici Curiae: Representatives of Pennsylvania Organizations, Businesses, and Institutions of Higher Learning (5/16/2022)

Decision (2/7/2023)

Denial of Motion for Post-Trial Relief (6/21/2023)


 

 

William Penn SD et al. v. Pa. Dept. of Education et al. (Pa., 2017)

On September 28, 2017, the Pennsylvania Supreme Court delivered a major victory to hundreds of thousands of Pennsylvania students by ordering the Commonwealth Court to hold a trial on whether state officials are violating the state’s constitution by failing to adequately and equitably fund public education.

The lawsuit – William Penn School District, et al. v. Pennsylvania Dept. of Education, et al. – was filed in 2014 on behalf of parents, school districts, and statewide organizations in response to the failure in Harrisburg to adequately fund public education and provide students with the resources they need to succeed academically.

In a sweeping decision, the Court agreed that it has a clear duty to consider the case and ensure legislative compliance with the state’s Education Clause, which requires the General Assembly to “provide for the maintenance and support of a thorough and efficient system of public education” for Pennsylvania’s schoolchildren. The Court also found no basis to deny consideration of claims by parents and school districts that the legislature’s grossly unequal funding discriminates against children based on where they live and the wealth of their communities.  Read the decision here.

Continue reading

William Penn SD et. al. v. Pa. Dept. of Education et. al. (Pa., 2015)

On Sept. 20, 2015, public school parents, school districts, and two statewide associations continued their legal challenge of Pennsylvania’s broken school funding system, telling the Pennsylvania Supreme Court that the availability of a high-quality public education in Pennsylvania will continue to be a “function of community wealth rather than a constitutional guarantee” unless the Court agrees to hear the legal challenge.

Supreme Court – Brief of Appellant e-filed

Amici Brief: Law School Professors

Amici Brief: PCCY et al

Amici Brief: Consortium for Public Education

Amici Brief: PFT, AFT

Read more at ELC and PILC’s website about the case, available here.

William Penn SD et. al. v. Pa. Dept. of Education et. al. (Pa. Commw. Ct., 2014)

The Education Law Center of Pennsylvania and the Public Interest Law Center of Philadelphia filed suit in Pennsylvania Commonwealth Court on November 10, 2014 on behalf of six school districts, seven parents, and two statewide associations against legislative leaders, state education officials, and the Governor for failing to uphold the General Assembly’s constitutional obligation to provide a “thorough and efficient” system of public education.

Complaint Summary

Full Complaint

WmPenn_v_PDE_MotiontoExpedite

WmPenn_v_PDE_OrderRequiringResponse_to_Motion_to_Expedite

WmPenn_V_PDE_OrderDenyingMotion_to_Expedite

WmPenn_v_PDE_ExBranch_PreliminaryObjections

WmPenn_v_PDE_LegislativeBranch_PreliminaryObjections

WmPenn_v_PDE_Order_PreliminaryObjectionsSchedule

WmPenn_v_PDE_AnswerExecutiveBranchPO

WmPenn_v_PDE_AnswerLegislativePO

WmPenn_v_PDE_ExecBranch_Respondents_PO_1_15_16

WmPenn_v_PDE_Response_to_PrelimObjs_2_17_15

WmPenn_v_PDE_AmicusCuriae_Consort_for_PubEd_2_17_15

WmPenn_v_PDE_AmicusCuriae_PFT_AFT_2_17_15

WmPenn_v_PDE_ExecBranch_ReplyBrief_PrelimObjections_3_3_15

WmPenn_v_PDE_Legis_ReplyBrief_PrelimObjections_3_3_15

Opinion, 4-25-2015

 

R.S.B. v. Pennsylvania Dept. of Education et.al. (Commonwealth Court, 2012)

In June 2012, after granting expedited review and oral argument en banc, the Commonwealth Court dismissed as moot ELC’s Emergency Petition for Mandamus filed on behalf of families facing potential school closures in fiscally-distressed Chester Upland School District. However, as a result of a separate action filed in federal court and a Motion for Intervention filed on behalf of students of the District by the Public Interest Law Center of Philadelphia (PILCOP), in August U.S. Federal District Judge Micheal Baylson approved a settlement agreement between the Chester Upland School District and the Pennsylvania Department of Education (PDE) requiring the State to repay past debt and fully fund operating expenses for the 2012-13 school year. Key provisions of the settlement agreement also require additional attention to and improvement of the school district’s special education services.

For more information on this settlement go to: http://pilcop.org/chester/

 

SDP v. Walter D. Palmer Charter School – Amicus Curiae (PA Supreme Court)

The Education Law Center filed an August 21, 2013 Amicus Curiae in support of the School District of Philadelphia in its case to maintain legally negotiated and agreed-upon charter school enrollment caps. “We find the District’s argument to be clearly correct on the legal merits and because an affirmation of the lower court’s decision would inevitably result in unfettered charter expansion and damage the overall quality of public education in Pennsylvania, particularly for the vulnerable student populations we seek to protect,” ELC wrote.

ELC_AmicusCuriaeBrief_Palmer