Donald Morgan v. Michael Robinson
Opinion
Donald Morgan sued his boss Michael Robinson for First Amendment retaliation under
I.
Morgan is a deputy in the Washington County, Nebraska Sheriff's Department. Robinson is the elected sheriff. In 2014, Morgan ran against Robinson in the primary election. During the campaign, Morgan publicly made statements about the sheriff's department and his plans to improve it. Robinson won. Six days later, Robinson terminated Morgan's employment, claiming his campaign statements violated the department's rules of conduct.
Morgan sued Robinson for retaliatory discharge in violation of the First Amendment. Robinson moved for summary judgment based on qualified immunity. The district court denied the motion, finding "genuine issues of material fact regarding
the constitutionality of the termination, and whether Robinson should have reasonably known the termination was unlawful."
Morgan v. Robinson
,
II.
Summary judgment is proper when "there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law."
Fed. R. Civ. P. 56(a)
. Ordinarily, this court lacks jurisdiction over a denial of summary judgment "because such an order is not a final decision."
Division of Emp't Sec. v. Board of Police Comm'rs
,
Qualified immunity shields officials from civil liability in § 1983 actions when their conduct " 'does not violate clearly established statutory or constitutional rights of which a reasonable person would have known.' "
Pearson v. Callahan
,
III.
The district court found "a genuine issue of material factors" on "the first prong of the qualified immunity analysis."
Morgan
,
A clearly established right is one that is "sufficiently clear that every reasonable official would have understood that what he is doing violates that right."
Reichle v. Howards
,
To determine whether the law was clearly established at the time of Morgan's termination, this court needs to look no further than
Nord v. Walsh
.
Nord
,
The facts of this case are similar to
Nord
. Here, as there, the Washington County Sheriff's Department enforces the police powers in the county.
Compare
The Washington County sheriff, like the sheriff in
Nord
, has the power to appoint and terminate deputies.
See
There are two distinctions between the cases, but neither warrants a different outcome. One is the speech at issue. In
Nord
, the speech focused on the sheriff, including comments that his health was poor, his wife did not want him to run, and he planned to resign.
Nord
,
Morgan argues this difference "render[s]
Nord
irrelevant for purposes of determining whether the law was clearly established in this case." Specifically, he contends
Nord
is inapplicable because the speech there was untruthful, not a matter of public concern, and undeserving of First Amendment protection. This argument has no merit. Although the speech here arguably is entitled to greater protection-an issue this court need not decide-the speech does not necessarily override the sheriff's interest in maintaining the "discipline and harmony" of the office.
Another difference is the impact of the speech. In
Nord
, apparently there was no evidence of disruption or potential disruption. The sheriff there "testified that, during the campaign period, there were no complaints about how the office was run nor were there any communication problems between the employees."
Morgan argues that Robinson "has not proven any disruption" and thus should have known that firing him would violate a clearly established right. The dissent also advances this argument, claiming that Robinson provides "no evidence" of "actual disruption," "actual impact," "demonstrated impact," or "indicators of poor morale" created by Morgan's speech. This argument misstates the record. The termination letter and the deposition testimony of Robinson and the command staff about the effect of Morgan's statements are evidence of "actual disruption" and "demonstrated impact."
Even without this evidence, however, Robinson could claim qualified immunity. As the Supreme Court has said, there is no "necessity for an employer to allow events to unfold to the extent that the disruption of the office and the destruction of working relationships is manifest before taking action."
Connick v. Myers
,
This is particularly true here given the "latitude the courts accord a managing law enforcement officer in executing his official duties, including the hiring and firing of employees-especially subordinate officers."
Nord
,
The termination letter, Robinson's testimony, and the testimony of five other deputies, show-even more so than in
Nord
-that Robinson "could have reasonably believed" that Morgan's speech was "at least potentially damaging to and disruptive of the discipline and harmony of and among co-workers in the sheriff's office and detrimental to the close working relationships and personal loyalties necessary for an effective and trusted local policing operation."
Nord
,
Nord
was decided in June 2014. Robinson fired Morgan one month earlier. Thus, he did not have the benefit of the
Nord
decision to support his belief that he was not violating a clearly established right. Still,
Nord
supports Robinson. A clearly established right must be one that is "sufficiently clear that every reasonable official
would have understood that what he is doing violates that right."
Reichle
,
At the time of Morgan's termination, the law was not "sufficiently clear" so that Robinson would have known that terminating him violated his First Amendment rights.
See
Reichle
,
* * * * * * *
The judgment is reversed and the case remanded for proceedings consistent with this opinion.
SHEPHERD, Circuit Judge, with whom KELLY and ERICKSON, Circuit Judges, join, dissenting.
The majority's holding that Sheriff Robinson is entitled to qualified immunity rests on the impermissible factual finding that Robinson terminated Deputy Morgan because of the potentially damaging and disruptive consequences of Morgan's campaign speech. When viewed through the proper lens of a summary judgment appeal, the record does not support the majority's holding. Rather, viewing the facts in the light most favorable to Deputy Morgan, as we must, Sheriff Robinson terminated Morgan's employment solely because of his personal objections to the content of Morgan's campaign speech without the reasonable belief that the statements would have a disruptive effect on the operation of the Sheriff's Department. I would therefore affirm the district court's denial of qualified immunity to Robinson and I respectfully dissent.
I.
Robinson is the elected Sheriff of Washington County, Nebraska, who has held the position since 2000. He stood for reelection in 2014. Morgan, a deputy in the Washington County Sheriff's Department, ran against Robinson in the 2014 primary election. During the campaign, Morgan made public statements about the operations of the Sheriff's Department and his proposed improvements should he be elected. Robinson won the primary election and six days later terminated Morgan's employment on the grounds that Morgan's campaign statements were untruthful. In the Termination Notice, Robinson cited the following statements made by Morgan during the campaign as the reasons for the termination: the communications system was not completed after ten years of construction; the Fire and Rescue agencies could not communicate and someone would be hurt or killed if it was not fixed; morale at the Sheriff's Department was bad and several deputies were actively looking for employment; Morgan's K-9 had been taken from him in an act of retribution; and portable radio coverage was poor. Dist. Ct. Dkt. 93-3.
Morgan initially filed a grievance under a labor contract that applied to his position, which he lost. He then filed this suit in district court asserting claims of retaliation and deprivation of due process, under
After returning to district court, Robinson filed a motion for summary judgment asserting qualified immunity with respect to Morgan's retaliation claim. The district court denied the motion, ruling that Robinson was not entitled to qualified immunity because there were genuine disputes of material fact concerning the public value of Morgan's statements and whether the statements caused disruption in the operation of the Sheriff's Department. Robinson appeals this decision.
II.
We review de novo the decision of the district court denying qualified immunity.
Jones v. McNeese
,
With respect to the requirement that we view the facts favorably to the nonmoving party, the Supreme Court has stated:
This is not a rule specific to qualified immunity; it is simply an application of the more general rule that a "judge's function" at summary judgment is "not to weigh the evidence and determine the truth of the matter but to determine whether there is a genuine issue for trial." Anderson [v. Liberty Lobby, Inc. ], 477 U.S. [242,] 249 [106 S.Ct. 2505 ,91 L.Ed.2d 202 (1986) ]. Summary judgment is appropriate only if "the movant shows that there is no genuine issue as to any material fact and the movant is entitled to judgment as a matter of law." Fed. Rule Civ. Proc. 56(a) . In making that determination, a court must view the evidence "in the light most favorable to the opposing party." Adickes v. S.H. Kress & Co. ,398 U.S. 144 , 157 [90 S.Ct. 1598 ,26 L.Ed.2d 142 ] (1970) ; see also Anderson , [477 U.S.] at 255 [106 S.Ct. 2505 ].
Id.
at 656-57,
Failing to remain faithful to these limits on our review of the facts and instead summarily and improperly weighing the evidence and finding critical facts in the light most favorable to Sheriff Robinson, the majority concludes that Sheriff Robinson terminated Morgan because he could have reasonably believed that Morgan's statements during the 2014 campaign for Sheriff of Washington County would be potentially damaging to and disruptive of the discipline and harmony of the Sheriff's Department. Such a conclusion can only be reached by accepting the Sheriff's post-hoc litigation position and improperly viewing the facts in the light most favorable to the Sheriff.
Contrary to the majority's suggestion that this dissent misstates the record, I do no more than carry out our duty to view the evidence "in the light most favorable" to the party opposing summary judgment, here Deputy Morgan.
See
Adickes
,
• Sheriff Robinson has been Washington County Sheriff since 2000. In July 2013, Morgan notified Robinson that he intended to oppose Robinson in the 2014 primary.
• Morgan has been a full-time Washington County deputy since 2002. In his last performance evaluation prior to the 2014 primary, Morgan was rated as performing at a level meeting or exceeding standards in all areas. Morgan's sergeant described Morgan as a "good example of what a patrol deputy should be, i.e. on time, good public relations, gets along with fellow deputies." Morgan's sergeant signed off on the evaluation on December 30, 2013; Morgan's captain signed off on February 24, 2014; the chief deputy signed off on February 24, 2014; and Sheriff Robinson signed off on March 30, 2014.
• Robinson won the primary election which was held on May 13, 2014.
• On May 16, 2014, Robinson called a meeting of his command staff to discuss Morgan. The command staff consisted of Patrol Captain Kevin Willis; Chief Deputy Ben Scherer; Captain Phillip Brazelton of the communications center; Lieutenant Shawn Thalas; and Captain Robert Bellamy, the Jail Administrator.
• The command staff recommended Morgan's discharge. These officers testified that they made the recommendation to terminate Morgan because certain public statements made by Morgan during the campaign were critical of the status of the Sheriff's Department, were untrue, misled the public, and revealed Morgan to be untrustworthy.
• Captain Bellamy, who was also Sheriff Robinson's campaign manager, testified that he (Bellamy) was "old school"; that "I don't believe that you bite the hand that feeds you"; and that a deputy should not run against the sitting Sheriff. Dist. Ct. Dkt. 89-2.
• Brian Beckman, Patrol Sergeant in the Sheriff's Department, testified that during the campaign Sheriff Robinson asked him about morale in the Sheriff's Department, and he responded that he "felt morale was good and that to my knowledge, nobody was looking for a job." Dist. Ct. Dkt. 89-8.
• Robinson identified Morgan's campaign statements to which he objected as Morgan's assertions that there was a lack of deputies on the road; the office budget did not consider the public's needs; the County communication center had not been completed; that morale in the Department was poor; that the entire department was not doing well; that rural fire departments lacked adequate radio systems; and that people had been leaving the office because they didn't feel respected. Dist. Ct. Dkt. 90.
• During the campaign, Sheriff Robinson asked three sergeants in the Sheriff's Department about morale; each stated that morale was fine.
• Morgan's written Termination Notice, dated May 19, 2014, stated that under the "circumstances" Morgan violated rules of conduct pertaining to "obedience to laws and orders," "false statements," "slander[ing] or speak[ing] detrimentally about the office or another employee," and the expectation that "[e]mployees shall always display absolute honesty." The Termination Notice specified Morgan's campaign statements as violating these rules. Dist. Ct. Dkt. 93-3.
• The Arbitrator determined that Morgan's campaign statements were not "outright lies or falsehoods" and his statements "did not demonstrate moral turpitude, his statements were not falsehoods intent upon personal gain and he did not slander or speak detrimentally about the sheriff's office or another employee." Dist. Ct. Dkt. 93-7.
• "A significant amount of time had passed between at least some of Morgan's statements and his termination ... yet, Robinson has not alleged that Morgan's statements caused any disruption in that time." Dist. Ct. Dkt. 103.
• Neither Robinson nor any other witness has identified any concrete examples of poor morale or department disruption caused by Morgan's statements.
III.
Having established the facts in the summary judgment record, I now turn to the qualified immunity analysis. In deciding this appeal on the second prong of the analysis, and concluding that "at the time of Morgan's termination, the law was not 'sufficiently clear' so that Robinson would have known that terminating him violated his First Amendment rights," Opn. 527, the majority hints that Morgan's campaign speech discussing and criticizing Sheriff Robinson's administration and operation of his department warrants First Amendment protection. I would not be so hesitant and I find that, viewing the facts in the light most favorable to Morgan, Morgan's campaign speech addressed matters of public concern. Even Robinson agrees, conceding that at least some of Morgan's statements so qualify.
"Speech by citizens on matters of public concern lies at the heart of the First Amendment, ... [and] [t]his remains true when speech concerns information related to or learned through public employment."
Lane v. Franks
,
I believe, on the summary judgment record, that Deputy Morgan's statements were made as a citizen on a matter of public concern because they "can be fairly considered ... a subject of legitimate news interest; that is, a subject of general interest and of value and concern to the public."
Snyder v. Phelps
,
The Court impermissibly makes a key factual finding that Robinson reasonably believed that Morgan's campaign speech was "at least potentially" damaging and disruptive. I conclude, however, that viewing the facts in the light most favorable to Morgan, it was not reasonable for Robinson to so conclude nor was that the reason behind his decision to discharge Morgan.
Undercutting Sheriff Robinson's purported rationale for terminating Morgan is the record evidence-which we must view in the light most favorable to Morgan-demonstrating that Morgan's termination was not actually tied to potential office disruption. Morgan's Termination Notice explained the reasons for his firing as violating the Sheriff's Department's Rules of Conduct by slandering or speaking detrimentally about the office. This charge, which an arbitrator later determined to be unfounded based on the truthfulness of Morgan's statements, is centered more on the disdain that Robinson and others had for Morgan's campaign speech than on any potential disruption that they feared might occur due to Morgan's candidacy. Captain Bellamy, Robinson's campaign manager and member of the "command staff" that recommended Morgan's discharge, openly admitted that he objected to Morgan's campaign because "you don't bite the hand that feeds you" by running against the sitting sheriff, while several others who were involved in the recommendation to terminate Morgan also stated that the recommendation for dismissal was based on Morgan's purported violation of the Code of Conduct by speaking out against the sitting sheriff. Dist. Ct. Dkt. 89-2.
A passing reference to "office disharmony" in a notice of termination and generalized statements about the natural consequences of political elections, in my view, do not overcome the significant evidence showing that Morgan was terminated solely for the content of his campaign speech challenging Robinson's record and calling attention to his view of the status of Sheriff Department operations. Viewing the evidence in the light most favorable to Morgan-which we are bound to do at this juncture-Sheriff Robinson's termination of Morgan was motivated solely by the critical content of Morgan's campaign speech and not by a concern for potential disruption.
Further, no evidence is before the Court of any actual disruption or indicators of poor morale within the Department of any kind or occurring at any time, much less issues created by Morgan's campaign speech. The district court fairly noted that "the evidence presented on this motion establishes that a significant amount of time has passed between at least some of Morgan's statements and his termination. ... Yet, Robinson has not alleged Morgan's statements caused any disruption in that time." Dist. Ct. Dkt. 103, 8-9. Indeed, Robinson presents no evidence as to the actual impact of Morgan's campaign speech on the efficiency of the Sheriff's Department.
Cf.
Shockency v. Ramsey Cnty.
,
Robinson and the Court remind us of the Supreme Court's admonition that there is no "necessity for an employer to allow events to unfold to the extent that the disruption of the office and the destruction of working relationships is manifest before taking action."
Connick v. Myers
,
Proceeding to the balancing of the "interests of [Morgan], 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,"
Pickering v. Bd. of Educ.
,
I also disagree with the majority's analysis and would conclude that it is clearly established that Sheriff Robinson could not terminate Deputy Morgan for exercising his First Amendment rights during the campaign. The majority, despite our directive to view the evidence in the light most favorable to Morgan, frames this inquiry as asking whether Sheriff Robinson could terminate Deputy Morgan for Morgan's campaign statements when Robinson believed the statements were potentially damaging and disruptive. The evidence, particularly when viewed with the applicable summary judgment standard, does not support the majority's formulation of the question as including Sheriff Robinson's belief that Morgan's statements would cause potential disruption. I believe this incorrect framing of the question leads to the majority's erroneous conclusion that the right was not clearly established; I address what I believe the proper inquiry to be: "Could [Robinson] reasonably have believed, at the time he fired [Morgan], that a government employer could fire an employee on account of" the employee exercising his First Amendment right to free speech during a run for political office where that speech had no disruptive impact on office functioning?
Cf.
Lane
,
In
Bearden v. Lemon
-a case we ultimately decided on jurisdictional grounds-we commented that "[t]he right not to be terminated for [exercising one's right to free] speech has been clearly established for some time."
As the Supreme Court has recently emphasized, general statements of the law may, in some circumstances, "giv[e] fair and clear warning" to government officials where the unlawfulness of the challenged action is readily apparent in light of pre-existing law.
White v. Pauly
, --- U.S. ----,
No one disputes that "political speech ... is central to the meaning and purposes
of the First Amendment,"
Citizens United v. FEC
,
What we do have before us is a case in which a teacher has made erroneous public statements upon issues then currently the subject of public attention, which are critical of his ultimate employer but which are neither shown nor can be presumed to have in any way either impeded the teacher's proper performance of his daily duties in the classroom or to have interfered with the regular operation of the schools generally. In these circumstances we conclude that the interest of the school administration in limiting teachers' opportunities to contribute to public debate is not significantly greater than its interest in limiting a similar contribution by any member of the general public.
Therefore, public officials have been on notice since the Court decided
Pickering
in 1968 that they may not sanction an employee for uttering protected speech when that speech neither impacts the employee's official duties nor detracts from office efficiency. This is all the more true given the context in which Morgan spoke here: a political campaign, where "the First Amendment has its fullest and most urgent application."
Burson
,
[W]here the employees have spoken out on a matter of great public concern, and the evidence that the speech caused disruption in the workplace is minimal at best, the imprecision of the Pickering balance makes little difference in our determination. We conclude that at the time of the plaintiffs' termination, the law was clearly established that the balance would have weighed heavily in favor of the plaintiffs' exercise of free speech.
In my view, it is clearly established that a public employee cannot be terminated for making protected statements during a campaign for public office where that speech has no demonstrated impact on the efficiency of office operations.
Cf.
Smith v. Gilchrist
,
In concluding that the right is not clearly established, the majority looks no further than
Nord v. Walsh
,
The Supreme Court has repeatedly expressed the importance of protecting First Amendment activity, especially in the context of elections. The majority's conclusion, which relies on a factually distinguishable case, sidesteps this precedent. I would conclude that it is clearly established that Sheriff Robinson could not terminate Deputy Morgan for speech made during a political campaign that related to the department operations and caused no disruption or other negative impact on the department.
IV.
In closing, I note the reality of small-county politics that the majority is so willing to cast aside. Although I dissent because I believe Deputy Morgan has shown a violation of a clearly established constitutional right, I believe discussion of the practical implications of today's majority opinion is warranted. Washington County is a rural Nebraska county with a population of approximately 20,000 people and a Sheriff's Department of 13 road deputies. Washington County is not a major metropolitan area or population center; it is small and rural. And small-county politics differ from politics in major metropolitan areas like Kansas City, St. Louis, or Minneapolis. The population and workforce in less-populated areas do not provide the same pool of candidates with vast differences in background and experience. Office holders are often entrenched incumbents; indeed, Sheriff Robinson has held the position of Washington County Sheriff since 2000. Typically, the deepest pool for political challengers comes from within a department or organization itself. This necessarily involves department- or organization-born challengers to incumbents. After today's majority opinion, in-office challengers to incumbents must appreciate the risk that comes with critical campaign speech: the incumbent can terminate them for the critical speech without the reasonable belief that the speech would be potentially damaging or disruptive to the office. Viewing the record under our summary judgment standard, Sheriff Robinson terminated Deputy Morgan because he did not like the critical content of Deputy Morgan's speech; Sheriff Robinson had no reasonable basis to believe that the speech would be potentially damaging or disruptive to the functions of the Sheriff's Department. Because I cannot sanction shielding Robinson from suit for such an act, I dissent. I would affirm the judgment of the district court.
Morgan cites no applicable precedent that puts the constitutional question beyond debate or shows that a reasonable person would have known the termination was a violation of a clearly established right. Although he cites
Bearden v. Lemon
,
Reference
- Full Case Name
- Donald MORGAN, Plaintiff - Appellee v. Michael ROBINSON, Washington County Sheriff, an Individual, Defendant - Appellant Washington County, Nebraska, Defendant
- Cited By
- 82 cases
- Status
- Published