                                                                                                                           Opinions of the United
2004 Decisions                                                                                                             States Court of Appeals
                                                                                                                              for the Third Circuit


2-5-2004

Marwood v. Elizabeth Forward
Precedential or Non-Precedential: Non-Precedential

Docket No. 02-4584




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Recommended Citation
"Marwood v. Elizabeth Forward" (2004). 2004 Decisions. Paper 1021.
http://digitalcommons.law.villanova.edu/thirdcircuit_2004/1021


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                                                     NOT PRECEDENTIAL

            UNITED STATES COURT OF APPEALS
                 FOR THE THIRD CIRCUIT


                           No. 02-4584




                      LINDY MARWOOD

                                           Appellant

                                 v.

        ELIZABETH FORWARD SCHOOL DISTRICT;
          J. PAUL MUELLER; TIMOTHY PETTY;
       WILLIAM BOUCHER; EDWARD CAM PBELL, JR.;
       JOSEPH CONNOLLY; CAROL DRUGA; WILLIAM
       GREENFIELD; LAURIE MACDONALD; STEVEN
       RACZKOWSKI; LORI WOJCIK; JAY M CELRAVY;
         JANET HAYMON; JENNIFER MELLITON




ON APPEAL FROM THE UNITED STATES DISTRICT COURT FOR THE
           WESTERN DISTRICT OF PENNSYLVANIA

                   (Dist. Court No. 99-cv-01821)
         District Court Judge: Honorable Donald E. Ziegler


                    Argued: October 24, 2003

      Before: ALITO, FUENTES, and BECKER, Circuit Judges.

                 (Opinion Filed: February 5, 2004)
                                                                 Edward A. Olds (argued)
                                                             1007 M ount Royal Boulevard
                                                                    Pittsburgh, PA 15223

                                                                     Attorney for Appellant

                                                              Suzanne B. Merrick (argued)
                                                         Gaitens, Tucceri & Nicholas, P.C.
                                                                           519 Court Place
                                                                     Pittsburgh, PA 15219

                                                                     Attorney for Appellees


                               OPINION OF THE COURT


PER CURIAM:

              As we write for the parties only, we do not extensively set out the

background of this case. Lindy Marwood brought this suit against the Elizabeth Forward

School District, J. Paul M ueller, Timothy Petty, William Boucher, Edward Campbell, Jr.,

Joseph Connolly, Carol Druga, William Greenwald, Laurie MacDonald, Steven

Raczkowski, Lori Wojcik, Jay McElravy, Janet Haymon, and Jennifer Melliton

(collectively hereinafter “EFSD”), alleging that EFSD violated her constitutional rights

under the First Amendment and the Equal Protection Clause of the Fourteenth

Amendment. Specifically, Marwood alleges that EFSD violated the First Amendment by

retaliating against her because of her advocacy in favor of Learnball1 outside the


       1
         As the record indicates, Learnball is a teaching method of which Marwood is a
fervent advocate.
classroom and that EFSD violated the Equal Protection Clause by disciplining her for her

alleged use of Learnball in the classroom. The record shows that after Marwood admitted

using Learnball in the classroom, EFSD terminated her employment, but this decision was

rescinded. The District Court granted summary judgment for EFSD, and we affirm.

                                           I.

                                           A.

       Marwood first argues that EFSD violated her rights under the First Amendment.

Specifically, she claims that EFSD’s reason for disciplining her for allegedly using

Learnball in the classroom was to retaliate against her out-of-the-classroom advocacy for

Learnball. A public employee’s First Amendment retaliation claim is evaluated under a

three-step test. First, the employee must establish that the activity in which she engaged

was protected by showing that it involved a matter of public concern. See Baldassare v.

New Jersey, 250 F.3d 188, 195 (3d Cir. 2001). After meeting this threshold, the plaintiff

needs to demonstrate that her interest in the speech “outweighs the state’s countervailing

interest as an employer in promoting efficiency of the public services it provides through

its employees.” Id. If these two factors are established, the plaintiff must then show a

causal nexus between the protected activity and the retaliatory action. See id. (“If these

criteria are established, plaintiff must then show the protected activity was a substantial or

motivating factor in the alleged retaliatory action.”). Finally, the employer can rebut the

claim by showing that it would have made the same decision regardless of the protected

activity. Id.
       Assuming that Marwood’s advocacy of Learnball outside of school was protected

conduct and that Marwood’s interest in it outweighs EFSD’s interest in promoting

efficiency, 2 Marwood’s claim must still fail. The record evidence simply does not support

Marwood’s contention that she was disciplined for the protected activity. In fact,

everything in the record indicates that Marwood was disciplined for admitting to using

banned techniques, i.e., Learnball, within the classroom. Marwood can point us to

nothing that indicates that her advocacy was a substantial motivating factor in her

discipline. Accordingly, the District Court’s grant of EFSD’s motion for summary

judgment on this claim will be affirmed.

                                             B.

              Next Marwood argues that the District Court erred by granting EFSD

summary judgment on her Equal Protection Clause claim. She alleges that EFSD violated

her rights under the Equal Protection Clause by subjecting her to discipline. Specifically,

she argues that she was treated differently than other similarly situated teachers in that she

used the same classroom teaching techniques as they did but that she was disciplined

because she described her teaching method as Learnball.

       The Supreme Court has stated that a successful equal protection claim can be

brought by a “class of one” where a “plaintiff alleges that she has been intentionally

treated differently from others similarly situated” and there is no adequate basis for the



       2
         EFSD’s argues that Marwood did not even establish that she engaged in a
protected activity. We, however, do not need to reach that question here.
disparate treatment. Willowbrook v. Olech, 528 U.S. 562, 564 (2000). Where no

fundamental right is impinged and where no suspect classification is used, the difference

in treatment need only be rationally related to a legitimate state interest. See Cleburne v.

Cleburne Living Center, Inc., 473 U.S. 432, 440 (1985) (discussing the general rational

basis rule and noting the exceptions for fundamental rights and suspect classifications).

       Under these standards, Marwood’s equal protection claim fails. First, nothing in

the record indicates that she was treated differently from other teachers who violated

EFSD’s Classroom Management Techniques. As Marwood has stressed, Learnball is a

package of classroom management techniques, some of which – for example, dividing the

students into teams – are not at all uncommon. In response to a question, Marwood

admitted that she used Learnball in the classroom. Marwood had not identified any

evidence in the record that any other teacher admitted using Learnball or that any other

teacher used the entire package of techniques that Learnball encompasses. The mere fact

that some other teachers may have used some of those techniques does not mean that their

situation is entirely comparable to Marwood’s. As a result, EFSD had a rational basis for

treating Marwood differently. Given all this, we affirm the District Court’s grant of

summary judgment to EFSD on the Equal Protection Clause claim.

                                             IV.

       We have reviewed Marwood’s arguments and see no grounds for reversal.
Therefore, we affirm the order of the District Court. 3




       3
          Judge Becker concurs with the understanding that, while EFSD’s Classroom
Management Techniques directive prohibited only a small fraction of the techniques
comprising the Learnball system as set out in the Learnball Teamwork Handbook,
Marwood has not created a genuine issue of material fact with respect to her assertion that
EFSD disciplined her despite knowledge that her in-classroom practice of Learnball was
limited to a fully permitted subset of Learnball techniques.
