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Lower Merion School District


Update on Wolk litigation
Update on Wolk litigation

On Monday, April 8, 2019, attorneys representing the Lower Merion School District filed a supplemental brief in the District's appeal of Judge Smyth's decision in the case brought by attorney Arthur Wolk and his clients against the District.

The School Board and Administration are hopeful that the District will prevail in the legal proceedings and that in the future, District resources will not have to be spent on defending against lawsuits, but rather on the education of our students.

Mr. Wolk brought his case against the District in 2016, alleging the District's tax increase for the 2016-2017 fiscal year was illegal because there was money in a reserve fund while the District asked for additional money to fund special education and pensions (Act 1 exceptions).

He asked the District to pay $55 million in damages, that money be returned to taxpayers, for members of the Lower Merion Board of School Directors to be removed from office, that certain District employees be fired, and that school taxes should be made dependent on the number of children the property owner has in the schools.

He also stated that "public school education means adherence to basic minimum requirements" and that additional "programs, activities, free laptops and curriculums (sic)" that aren't mandated should be provided "only by private institutions at larger expense to individual patrons who prefer to afford their children education and opportunities."

The District appeal makes the following points:

  • The District has been managing its money properly, taking into account ongoing and unpredictable expenses, including those related to Special Education costs, pension funding mandates, growing enrollment and the need for additional staff and facilities.
  • Prudent budgeting -– including reserving funds that aren't earmarked for specific expenses -- prevents the need to borrow money and pay high interest when unanticipated circumstances arise.
  • The District's budget followed all procedures and was approved by the Pennsylvania Department of Education (DOE), which has sole legal authority over District budgets
  • If Mr. Wolk wanted to object to the budget, he had ample time and opportunity to do so, following the DOE's procedures.
  • The courts are not the correct venue in which to challenge a school district budget. The General Assembly gives that power to the DOE, not the courts.
  • The District received DOE approval to raise taxes over the Act 1 Index, because of its obligations to pay for Special Education and fund employees' pensions. The DOE allows exceptions for these expenses.

It should be noted that the Lower Merion Board of School Directors is an elected body. In the last election, which was held while this case was pending, Mr. Wolk endorsed a slate of officers for the School Board that was defeated by a margin of more than two-to-one.

This is a community that values excellent public schools, small class sizes and varied opportunities for all students. The Board ensures that the Administration exercises prudent judgment in budgeting taxpayer dollars and has an open and public budgeting process.The full supplemental brief can be accessed here.