Documente Academic
Documente Profesional
Documente Cultură
2018-0440
Statement of Appellees’ position as to why this case is not a case of public or great
general interest and why this case does not involve a substantial constitutional
question…………………………………………………………………………………1
Conclusion………………………………………………………………………………15
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I. STATEMENT OF APPELLEES’ POSITION AS TO WHY THIS CASE IS NOT
A CASE OF PUBLIC OR GREAT GENERAL INTEREST AND WHY THIS
CASE DOES NOT INVOLVE A SUBSTANTIAL CONSTITUTIONAL
QUESTION
This Court has defined “public or great general interest” as “novel questions of law or
procedure (which) appeal not only to the legal profession but also to this Court’s collective interest
in jurisprudence.” Nobel v. Colwell (1989), 44 Ohio St.3d 92. Additionally, discretionary appeals
involving “public or great general interest” involve substantial and complex topics of statewide
interest.” DeRolph v. State (1997), 78 Ohio St.3d 192. Though framed by the Appellant as
implicating the vital interest of the public to know and understand the actions of its elected
officials, the impact of this case affects one person—Appellant Patricia Meade. This case does
not involve novel questions of law or complex topics of statewide interest. Instead, Appellant asks
this Court to ignore a common sense interpretation and enforcement of the Open Meetings Law
(“OMA”). The decision of the Eighth District Court of Appeals upholds the law and prevents
expanded and unrealistic results. Further, there is no substantial constitutional question presented.
Appellant first argues that the Appellees violated or threatened to violate the OMA at the
January 21, 2015 Bratenahl Council meeting when the Bratenahl Councilmembers used “secret
written ballots” to elect the president pro tempore. Yet, the injunctive relief sought by Appellant
cannot be carried into effect because the president pro tempore’s term at issue ended before
Appellant filed her Complaint and therefore the request for injunctive relief is moot. Therefore,
there is nothing for this case to consider regarding the Appellant’s first argument.
Furthermore, the Eighth District properly determined Appellant could not establish her
burden by a preponderance of the evidence that Appellees violated or threatened to violate the
OMA on January 21, 2015. Appellant and the Ohio Coalition for Open Government (“OCOG”),
through its amicus brief, try to pique this Court’s interest by contending that the Eighth District
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“concluded that a public body may conduct all public business through secret-ballot voting without
running afoul of the Open Meetings Act.” However, the Eighth District decision reads, “because
the votes were cast in open session and were made public record, the votes were not ‘secret’ like
the votes in the [Ohio Attorney General’s 2011] opinion.” Thus, the Eighth District properly
differentiated the Bratenahl Council’s contemporaneous vote by ballot on January 21, 2015 from
the vote analyzed in the 2011 Ohio Attorney General opinion. There is no case law from any Ohio
court on the issue of voting by secret ballot in a public meeting or, more specifically, on the issue
of contemporaneous ballots made available to the public after the vote. Furthermore, any proposed
expansion of the OMA is properly the domain of the legislature, not the courts.
OCOG attempts create a conflict between the Eighth District decision and the decision in
Mahogg v. Stickle, 5th Dist. Licking No. 97 CA 104, 1998 WL 5163311 (Apr. 8, 1998), aff’d after
remand, 5th Dist. Licking No. 98CA00102, 1999WL 173275 (Mar. 15, 1999). OCOG argues that
“whispered proceedings are no different from the secret votes at issue here.” However, in Mahogg,
the “whispered proceedings” were never made part of the record and the trustees intended to
conceal information from the public. Here, the ballots were cast in open session, the results of the
votes were read in open session and the handwritten ballots were made part of the public record
without any intent to conceal information from the public. Thus, there is no conflict between the
holding in Mahogg and the Eighth District’s decision. Moreover, the purpose of the handwritten
ballot utilized by Bratenahl Council was not to conceal, but rather to assure comradeship among
the elected members of a very small community and allow the councilmembers to vote
Additionally, Appellant seeks to have this Court review very fact specific issues involving
the Finance Committee minutes and August 19, 2015 executive session that are not critical to any
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statewide interest. Appellant argues that the Appellees violated or threated to violate the OMA
because the Finance Committee’s meeting minutes failed to contain sufficient facts and
information to permit the public to understand and appreciate the rationale behind the committee’s
actions. Appellant also asserts that the Appellees conducted public business of the Council in an
illegal executive session and/or entered into executive session in violation of the requirements of
the OMA. These narrow issues were resolved by the Eighth District and have also been resolved
by this Court and therefore do not present any issue of public or great general interests.
Appellees respectfully request that this Court decline jurisdiction because it is not a case
of public or great interest and does not involve a substantial constitutional question.
On January 25, 2016, Patricia Meade and MORE Bratenahl filed a one count Complaint in
alleging that the Village of Bratenahl and councilmembers Mary Beckenbach, James F.
Puffenberger, Erin E. Smith, Geoffrey B.C. Williams and Marla Murphy violated the OMA. The
Complaint requested injunctive relief pursuant to R.C. 121.22(I) contending that the Appellees
violated or threatened to violate the OMA by using secret ballots to conduct official business when
electing the president pro tempore of the Bratenahl Village Council on January 21, 2015. Appellant
filed an Amended Complaint adding three additional counts and naming Bratenahl Mayor, John
Licastro. Count II of the Amended Complaint requested injunctive relief pursuant to R.C. 121.22(I)
contending that the Appellees violated or threatened to violate the OMA by failing to keep and
maintain minutes of the Finance Committee of the Village Council that comply with the OMA for
the meetings held on January 19, 2016, February 16, 2016, March 14, 2016 and April 18, 2016. In
Counts III and IV, Appellant alleged the Village Council conducted public business of the Council
in illegal executive sessions and/or entered into executive session in violation of the requirements
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of the OMA on August 19, 2015 (Count III) and November 19, 2014 (Count IV). Appellant
dismissed MORE Bratenahl as a party after refusing to respond to discovery requests regarding
the corporate structure, funding and past publication history of the alleged publication and
violate the OMA and sought an injunction prohibiting Appellees from conducting any votes by
secret ballot, unless authorized by Ohio law, and mandating all Appellees to maintain and prepare
accurate council meeting minutes. Appellant further sought a civil forfeiture fee of $500 for each
distinct violation or threatened violation of the OMA, as well as court cots and attorney fees. The
trial court granted Appellees’ Motion for Summary Judgment and denied Appellant’s Motion for
This case was decided on summary judgment, pursuant to Civ.R. 56(C). As an appellate
court reviewing summary judgment motions, the Eighth District stood in the shoes of the trial court
and reviewed the summary judgment motions utilizing the same standard and evidence as the trial
court. A review of the well-reasoned decision of the Eighth District regarding the actions of the
Appellees leaves no doubt that the Court of Appeals reached the appropriate determination. See
State of Ohio ex rel. More Bratenahl, et al vs. Village of Bratenahl, Ohio, et al., 2017-Ohio-497.
The Eighth District properly applied established legal precedent in their analysis of the evidence
and reached the legally valid, common sense conclusion that Appellees did not violation the OMA.
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III. ARGUMENTS CONTRA APPELLANT’S PROPOSITIONS OF LAW
A party who files a complaint alleging a violation of the OMA has the ultimate burden to
prove the OMA was violated (or was threatened to be violated) by a public body; that is, the party
asserting a violation of OMA has the burden of persuasion by a preponderance of the evidence.
Although the OMA is construed liberally, the burden of persuasion never leaves the party who is
alleging a violation. See State ex rel. Hardin v. Clermont County Bd. of Elections, 2012-Ohio-2569
(Ohio Ct. App., Clermont County 2012). Further, “the presumption of regularity applies to official
actions pursuant to the official’s ordinary duties of office.” L.J. Smith, Inc. v. Harrison Cty. Bd. of
Revision, 140 Ohio St.3d 114, 2014-Ohio-2872, ¶ 28, 16 N.E.3d 573. Appellant is unable to
establish her burden of proof that Appellees violated the letter or spirit of the OMA.
In fact, the record shows that the initial complaint was not filed until January 26, 2016,
after Mr. Puffenberger’s term ended and the uncontested re-appointment of Mr. Puffenberger as
president pro tempore was publicly voted upon on January 20, 2016. As such, the relief sought by
Appellant in Count I cannot be carried into effect because the president pro tempore’s term at issue
has ended and is therefore moot. An issue is moot “when it has no practical significance and,
instead, presents a hypothetical or academic question.” See State v. Moore, 4th Dist. Adams No.
13CA987, 2015-Ohio-2090, ¶7; Brenneman Bros. v. Allen Cty. Cmmrs., 3d Distr. Allen No. 1-14-
15, 2015-Ohio-148, ¶40, fn. 2. Appellant’s request for injunction in Count I cannot be awarded
because the issue is moot, as are the remedies which are contingent upon an injunction being
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entered. Even if the Court finds that the issue is ripe, Appellant failed to establish her burden of
proof that she is entitled to injunctive relief as to any of her claims for violation of the OMA.
Appellant alleges that Appellees violated the OMA at the Village Council meeting on
January 21, 2015 when the councilmembers used handwritten ballots to elect the president pro
tempore. On January 21, 2015, the Village Council appointed Mr. Puffenberger as president pro
tempore for a one-year term in accordance with Section 121.05 of the Bratenahl Codified
Ordinances. Mr. Puffenberger served as president pro tempore for one year, until December 31,
2015. The Village of Bratenahl is a statutory village and there is no Ohio statute or case law that
spells out how a village council should conduct a vote for a president pro tempore. Thus, the voting
on January 21, 2015 was performed in accordance with Bratenahl Village Council’s past practice
for election of president pro tempore and the results of the contemporaneous written ballots were
announced publicly and were available for public inspection after the vote.
Contrary to Appellant’s argument, the purpose of the handwritten ballot was not conceal,
comradeship and precludes the potential public pressure resulting from hearing the other
councilmember’s votes. After the vote took place, the handwritten votes from the January 21, 2015
meeting were maintained by the Village. However, Appellant did not challenge the appointment
of Mr. Puffenberger as president pro tempore for his 2015 term or request copies of the ballots
until the underlying lawsuit was filed on January 25, 2016 after Mr. Puffenberger’s term as
president pro tempore ended. The Village provided the Appellant with a copy of the handwritten
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ballots, maintained by the Village, marked by the members of the Village Council to the best of
their recollection in response to Appellant’s discovery requests in March 2016, over one year after
the vote took place. As such, there is no evidence that the Appellees intended to engage in secret
Appellant relies almost entirely upon Ohio Attorney General Opinion No. 2011-038 for the
proposition that Village Council violated the OMA by utilizing handwritten votes on January 21,
2015, but this Opinion does not apply to a statutory village council. See 2011 Ohio Ap. Atty Gen.
No. 38. In issuing the referenced opinion, the Ohio Attorney General was specifically asked
whether it was permissible for the Ohio Board of Education to vote by secret ballot in an open
meeting without any mention as to whether the ballots were made available or produced to the
public. See id. The Attorney General concluded that “the State Board of Education could not vote
in an open meeting by secret ballot.” Id. By its explicit language, the opinion applied only to the
State Board of Education. The 2011 Opinion overruled a 1980 Attorney General Opinion holding
that final voting of a county central committee must be held in a public vote, while allowing secret
ballots when filling vacancies for publicly elected offices. See 1980 Op. Atty Gen. No. 80-083
(syllabus, paragraph 4). Accordingly, the two Attorney General Opinions regarding secret ballots
are limited to the use of secret ballots by county central committees and the Ohio Board of
Education, not the election of a president pro tempore by a statutory village council. Further,
neither Opinion addresses a situation where the handwritten ballots were made public. Even
assuming the 2011 Attorney General opinion applies in this case, “Attorney General Opinions are
not binding on courts; at best, they are persuasive authority.” State ex rel. VanDyke v. Pub.
Employees Retirement Bd., 99 Ohio St.3d 430, 2003 Ohio 4123, P40.
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Furthermore, there is no case law from any Ohio court on the issue of voting by secret
ballot in a public meeting or, more specifically, on the issue of contemporaneous ballots made
available to the public after the vote. Similarly, the state legislature has taken no action to legislate
regarding the use of secret ballots in public meetings. In fact, R.C. 731.45 authorizes a legislative
authority of a municipal corporation to determine its own rules and in this matter, Village Council
followed its own past practice of using a contemporaneous vote by ballot to elect president pro
The plain and unambiguous language of R.C. 121.22(C) does not provide for any particular
voting procedure, therefore, the Court should not insert language into the statute. It is established
Ohio law that a court shall apply an unambiguous statute in a manner consistent with the plain
meaning of the statutory language and may not add or delete words. See Portage County Bd. of
Comm’rs v. City of Akron, 109 Ohio St.3d 106, 2006 Ohio 954, p52. Adopting Appellant’s
reasoning would require this Court to expand the OMA and any proposed expansion of the OMA
is properly the domain of the legislature, not the courts. For this reason, the Eighth District properly
determined that the vote on January 21, 2015 did not violate the OMA.
The minutes of the Finance Committee at issue contain sufficient facts and information to
permit the public to understand and appreciate the issues discussed at the Finance Committee
For purposes of R.C. 121.22(C), courts have determined minutes to mean “a series of brief
notes taken to provide a record of proceedings…an official record composed of such notes.”
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Mahajan v. State Med. Bd. of Ohio, 10th Dist. Nos. 11AP-421 and 11AP-422, 2011-Ohio-6728
(quoting White v. Clinton Co. Bd. of Commrs., 76 Ohio St.3d 416). There is no requirement for
minutes to be a verbatim transcript of the proceedings. See State ex rel. Citizens for Open,
Responsive & Accountable Gov’t v. Register, 116 Ohio St.3d 88, 2007-Ohio-5542 (2007). An
analysis of the Finance Committee minutes at issue show that they are not limited to a mere
recounting of the body’s roll call votes. The minutes provide sufficient information for the public
to understand and appreciate the rationale behind the public body’s discussions.
Relator argues that the Finance Committee minutes in this case are insufficient according
to White v. Clinton County Bd. of Comm’rs, 1996-Ohio-380, 76 Ohio St.3d 416, 423 and State ex
rel. Long v. Cardington Vill. Council, 2001-Ohio-130 92 Ohio St.3d 54. Yet, for the reasons set
forth below and in the Eighth District’s decision, this argument is incorrect.
In White, the complaint sought a writ of mandamus compelling the Clinton County Board
of Commissioners “to prepare complete and accurate minutes of all Board policies, decisions,
procedures and essential transactions.” White, supra. The facts in White are significantly more
egregious than those in this case. For instance, in the White case, the minutes failed to document
new policies adopted by the Board and were missing a page. While this Court in White held that
the Board of Commissioners violated the OMA, the opinion makes clear that courts are not in the
“public bodies should be trusted with a certain degree of latitude in the preparation of minutes and
other records of their proceedings.” Id. In addition, this Court refrained from setting any specific
requirements for complying with R.C. 121.22 for keeping minutes. See id. Thus, the White case
and its underlying facts are distinguishable from the instant case.
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The Appellant also relies upon this Court’s decision in State ex rel. Long v. Council of the
Village of Cardington. See Long, supra. In Long, this Court held that the village had a duty to
prepare, file, and maintain full and accurate minutes for council meetings, and to make them
available for public inspection and found the village to be in violation of the OMA. See id. Unlike
the facts in the Long case, Appellant has made no allegation that the minutes of the Finance
Committee were not promptly prepared, filed, maintained and/or open to public inspection. See
R.C. 121.22(C). In contrast to the facts in this matter, Long involved a challenge to the minutes of
a full village council, not a village council committee. There is an obvious distinction between
legislative acts of a village council and acts that are administrative or ministerial in nature, like
Bratenahl Codified Ordinances, the Finance Committee “may consider and recommend on
budget, assessments, taxes, fees, transfer of property to or from the Village, and other financial
matters.” (emphasis added). Thus, the Finance Committee is limited to the administrative functions
of considering items and making recommendations to the Village Council on financial matters.
The Bratenahl Village Council is the sole legislative and policy-making body of the Bratenahl
Village government and legislative action regarding the Finance Committee’s recommendations
Furthermore, in analyzing the Finance Committee minutes at issue along with the
transcribed minutes of the Village Council meetings immediately following the Committee
meetings, it is apparent that the minutes provide an accurate record of the Committee’s
proceedings, recommendations and the Council’s actions on the same. The Finance Committee
minutes at issue are self-explanatory by referencing the ordinance and resolution numbers being
considered for recommendation to Village Council, identification of each motion, some discussion
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and the votes of the Committee members. The details reflect the discussions which took place
relative to each meeting allowing the public to understand and appreciate the rationale behind the
Council’s decisions. See State ex rel. Dunlap v. Violate Twp. Bd. of Trustees, 2013-Ohio-2295.
While the Finance Committee minutes are sufficient on their face, Appellees utilized the
Village Council minutes to demonstrate Appellees’ actions were in compliance with the OMA.
Based upon the applicable legal principles, Appellant is unable to establish her burden by a
preponderance of the evidence that the Finance Committee Meeting minutes at issue violate or
to enter executive session the specific purpose for the session, conducted a roll call vote on said
motion and prepared, filed and maintained full and accurate minutes for the August 19, 2015
meeting.
The rule is generally accepted that, in the absence of evidence to the contrary, public
officers, within the limits of the jurisdiction conferred by law, will be presumed to have properly
performed their duties and not to have acted illegally but regularly and in a lawful manner. See
State ex rel. Shafer v. Ohio Turnpike Com., 159 Ohio St. 581, 590, 113 N.E.2d 14 (1953); see also
Thomas v. Bd. of Trustees of Liberty Twp., 5 Ohio App.3d 265, 268, 215 N.E.2d 434 (7th Dist.
1966) (finding that township trustees were presumed to have followed the OMA.) The presumption
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must be rebutted with actual evidence, and not bare allegations. See In re Application of Am.
Transm. Sys., Inc., 125 Ohio St.3d 333, 2010-Ohio-1841, §23, 928 N.E.2d 427.
In an action brought under R.C. 122.22, the relator initially has the burden to show that
there was a violation or threatened violation of the OMA. Once the relator demonstrates an alleged
violation, the burden then shifts to the public body to produce evidence that the challenged activity
was in compliance with the OMA. Despite Appellant’s argument to the contrary, Appellees are
not using the audiotape of the August 19, 2015 meeting or Mr. Blazey’s notes to “rectify
inadequate minutes.” The audiotape and Mr. Blazey’s notes are evidence that the challenged
activity was in compliance with the OMA. As evidenced by the audio recording of the August 19,
2015 meeting recorded by Appellant, the motion and roll call vote to hold executive session took
place in open session before the court reporter began transcribing the record. The roll call vote is
also reflected in the notes of Leon Blazey, Village Clerk, provided to Appellant during discovery.
In addition, the official minutes for the August 19, 2015 meeting show the Mayor asked
that the record reflect that Council went into executive session to talk about acquisition of land
and threatened litigation. The purchase of property and conferences with attorneys are permissible
discussion topics for executive session according to R.C. 121.22(G)(2) and (3). The Mayor states
that the motion to enter executive session was made by Mr. Puffenberger and seconded by Ms.
Murphy. The Mayor also states that Mr. Puffenberger made the motion to return to the public
session of Council and the motion was seconded by Ms. Bacci. Appellees’ citation to an
appropriate discussion topic for executive session on the foregoing date satisfies the statutory
requirements for entering an executive session. See State ex rel. Dunlap v. Violate Twp. Bd. of
Trustees, 2013-Ohio-2295., P 22. The Village Council properly entered into executive session on
August 19, 2015 in compliance with the OMA, and the minutes properly reflect such action.
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As such, Appellant is unable to establish her burden by a preponderance of the evidence
the Village Council entered into an illegal executive session or the minutes of the August 19, 2015
The Ohio Coalition for Open Government (“OCOG”) also filed a memorandum of amicus
curiae in support of jurisdiction. However, the commentary contained in the amicus brief mimics
In OCOG’s first Proposition of Law, OCOG focuses its argument on the assertion that
Bratenahl only publicized the ballots after the lawsuit was filed, but OCOG conveniently leaves
out the pertinent fact that Appellant never requested copies of the ballots before filing this lawsuit.
The Village provided the Appellant with a copy of the handwritten ballots, maintained by the
Village, marked by the members of the Village Council to the best of their recollection in response
to Appellant’s discovery requests in March 2016, over one year after the vote took place. OCOG
calls attention to irregularities in the ballots provided to the Appellant during discovery, but these
do not negate the fact that the votes were part of the record.
In general, OCOG’s commentary on the January 21, 2015 meeting duplicates Appellant’s
reliance on the 2011 Ohio Attorney General Opinion and attempts to create a conflict between the
Eighth District decision and the decision in Mahogg, supra. Yet, as discussed in this Appellees’
1
As Councilwoman Laura Bacci was not named in the lawsuit, her handwritten vote was not marked during
discovery, thus leaving one vote.
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position statement as to why this case is not a case of public or great general interest above, there
is no conflict between the holding in in Mahogg and the decision of the Eighth District because
the “whispered proceedings” in Mahogg were never made part of the record and the trustees clearly
intended to conceal information from the public. Here, the contemporaneous ballots were
handwritten in open session, read in open session and made part of the public record without any
Despite OCOG’s argument in support of its Proposition of Law No. 2, the Eighth District
opinion did not create any exception to the OMA. This argument fails for the reasons set forth
above in response to Appellant’s Propositions of Law Nos. 4 & 5. Appellees did not use
“extraneous” evidence to “rectify inadequate minutes.” The official minutes of the Finance
Committee meetings at issue in addition to the official minutes of the August 19, 2015 Village
Council meeting complied with the OMA on their face. The submission of additional evidence
including the transcripts provided by Appellant, was submitted as evidence that the challenged
activity was in compliance with the OMA. The Eighth District properly applied established legal
precedent in their analysis of the evidence and reached the common sense conclusions that
Appellees did not violate the OMA regarding the Finance Committee meeting minutes or the
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IV. CONCLUSION
Neither the Appellant nor the Amicus raise any issue of merit on this record, let alone one
of public or great interest. In the absence of any substantial constitutional issues or issues of public
or great general interest, Appellant’s appeal should not be allowed. Accordingly, the Eighth
District Court of Appeals did not err in affirming the trial court’s order granting Appellees’ motion
Respectfully submitted,
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CERTIFICATE OF SERVICE
The undersigned hereby certify that a true copy of the foregoing Memorandum in
Opposition to Jurisdiction of the Appellees, Village of Bratenahl, et al, was filed and served
Christopher P. Finney
Brian C. Shrive
Finney Law Firm, LLC
4270 Ivy Pointe Blvd., Suite 225
Cincinnati, Ohio 45245
Monica L. Dias
Ryan W. Goellner
Frost Brown Todd LLC
3300 Great American Tower
301 East Fourth Street
Cincinnati, Ohio 45202
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