SYLLABUS
(This syllabus is not part of the opinion of the Court. It has
been prepared by the Office of the Clerk for the convenience of the
reader. It has been neither reviewed nor approved by the Supreme Court. Please
note that, in the interests of brevity, portions of any opinion may not
have been summarized).
In March of 2002, then 79-year-old Virginia Tonelli and her husband, Alfred Tonelli
went to the Lincoln School in Wyckoff to watch their granddaughter play soccer
for a local club. Lincoln School is a public school owned and controlled
by the Wyckoff Board of Education, a public entity. The Board allowed the
soccer club to use the schools soccer field under a policy that permits
non-profit private groups to use school facilities to meet the needs of the
community. After the game, as the Tonellis were walking through the school parking
lot, Mrs. Tonelli tripped over a speed bump and fell, fracturing her hip.
As a result of complications from her injuries, she died six weeks later.
Alfred Tonelli, as administrator of his wifes estate, sued the Board for negligently
creating and maintaining the speed bump. The Board asserted that the Charitable Immunity
Act exempted it from liability. Both parties moved for partial summary judgment on
the issue of whether the Board was entitled to immunity under the Act.
The trial judge agreed with the Board and Tonelli appealed. The Appellate Division
reversed, concluding that the Legislature did not intend the Charitable Immunity Act did
not intend to insulate purely public entities from liability. This Court granted the
Boards petition for certification.
HELD: The Charitable Immunity Act has no applicability to public entities supported entirely
by tax dollars
And providing services to which the public is entitled as of right; our
holding in Winters v. Jersey City is
reaffirmed .
First recognized in this country nearly 150 years ago, the doctrine of charitable
immunity is rooted in English common law. The original rationale for immunizing charities
from liability was preventing the diversion of charitable trust funds to non-charitable purposes
in order to live up to the expectations of the benefactor; it would
be contrary to the interests of society that funds dedicated to a charitable
use be permitted to be diverted or diminished by the payments of judgments
where suit is instituted by the beneficiary of the charity. A number of
other cognate notions were identified as animating the charitable immunity doctrine, including the
maintenance and preservation of charitable organizations and their funds for the purposes for
which they were donated, the encouragement of altruistic activity, and the relief of
government from the need to provide beneficient services. (pp. 5-6)
2. In 1958, in a trilogy of cases, this Court abolished charitable immunity
after finding that the doctrine no longer comported with present day concepts of
right, justice, and morality. This Court declared that such immunity was counter to
widespread principles which fairly imposed liability on those who wrongfully and negligently injured
others. (p. 6)
3. In direct response to this Courts action, the Legislature promulgated the Charitable Immunity
Act, essentially reinstating the common law doctrine as it had been judicially defined
by the courts of this State; the effect of this statute was to
reinstate the common law doctrine as it existed prior to its demise in
1958. Thus, the language of the Act should be construed to the end
that the status quo be preserved. Only those classes of entities that were
immunized under the common law remain within the sweep of the Act. However,
as to those entities, the Act should be liberally construed to afford immunity.
(pp. 6-7)
4. The Board maintains that it literally falls within the construct of a
non-profit corporation, society or association as defined in the Act. It seems to
us that the Board, as an instrumentality of the State itself, is intrinsically
distinct from the statutorily denominated entities. But even if we were to conclude
that the Boards organizational structure does not clearly exclude it from the act,
that would not be the end of the inquiry. (p. 8)
5. Only those entities that were immunized at common law are entitled to
the protection of charitable immunity. We thus consider the legislative and judicial history
of the Act to determine the status of a board of education at
common law. Except for one exchange that tends to support the notion that
public schools were within the contemplation of the drafters, the legislative history is
sparse and uninformative. Of the myriad of judicial decisions involving negligence claims against
public entities at common law, not one directly raised, let alone held that
such an entity is entitled to charitable immunity. Over a quarter of a
century ago, in Winters v. Jersey City, we said just that. (pp. 9-10)
6. In Winters, we rejected an Appellate Division decision and adopted the dissenting opinion
of Judge Lynch. In effect, Judge Lynch detailed what our own research has
revealed that public entities were never insulated from common-law tort liability by charitable
immunity. Winters held that purely publicly funded governmental entities, created to provide services
to which our citizens are entitled, were never within the contemplation of the
Charitable Immunity Act. (pp. 10-13)
7. Subsequent to Winters and despite the fact that the Legislature had occasion to
revisit and amend the Act eight times, it did not alter the Winters
principle that public entities are outside the reach of the Act. We take
that acquiescence as further evidence that Winters was in accord with the Legislatures
intent. (pp. 13-14)
8. Nothing in our recent decisions in OConnell v. State and Ryan v. Holy
Trinity Evangelical Lutheran Church has altered that landscape. What OConnell recognized was that
there are entities with mixed public and private elements, and that such hybrids
need to be analyzed in light of the aims underlying charitable immunity. So
analyzed, Montclair State University was allowed to invoke charitable immunity because it is
not governmentally operated; it is not wholly supported by public funds; and it
does not provide a service to which our citizens are entitled. Ryan simply
held that a purely private entity with no public aspects satisfies the construct
of enumerated organizations within the Act. (pp. 14-15)
9. The public school board bears none of the indicea of a private charity.
Its sole source of revenue is public funds. It is an instrumentality of
the State that is obligated to meet the educational needs of the children.
A public school board is simply not a charity within the meaning of
the Charitable Immunity Act. The Charitable Immunity Act has no applicability to public
entities supported entirely by tax dollars and providing services to which the public
is entitled as of right. (pp. 16-17)
The judgment of the Appellate Division is AFFIRMED.
CHIEF JUSTICE PORITZ and J USTICES LaVECCHIA, ZAZZALI, ALBIN, WALLACE, and RIVERA-S OTO join in
JUSTICE LONGs opinion
SUPREME COURT OF NEW JERSEY
A-
105 September Term 2004
ALFRED TONELLI, Administrator Ad Prosequendum of the Estate of Virginia T. Tonelli, Deceased,
Plaintiff-Respondent,
v.
BOARD OF EDUCATION OF THE TOWNSHIP OF WYCKOFF, NEW JERSEY,
Defendant-Appellant,
and
THE TOWNSHIP OF WYCKOFF, NEW JERSEY,
Defendant.
Argued September 28, 2005 Decided December 28, 2005
On certification to the Superior Court, Appellate Division, whose opinion is reported at
373 N.J. Super. 421 (2004).
Jeffrey L. Shanaberger argued the cause for appellant (Hill Wallack, attorneys; Mr. Shanaberger
and Marilyn S. Silvia, on the briefs).
Donald A. Kessler argued the cause for respondent (Schwartz Simon Edelstein Celso &
Kessler, attorneys).
Susan S. Hodges submitted a brief on behalf of amicus curiae, New Jersey
School Boards Association Insurance Group (Archer & Greiner, attorneys).
JUSTICE LONG delivered the opinion of the Court.
On this appeal, we are called upon to determine whether, in addition to
the immunities provided in the Tort Claims Act, N.J.S.A. 59:1-1 to 12-3, a
governmental entity - in this case a public school board -- enjoys the
benefits of the Charitable Immunity Act. N.J.S.A. 2A:53A-7 to -11. The trial judge
answered that question in the affirmative and the Appellate Division reversed. We agree
with the appellate panel and reaffirm our holding in Winters v. Jersey City,
63 N.J. 7, 8 (1973), that charitable immunity has no applicability to a
governmental entity funded exclusively by the public and rendering services to which citizens
are entitled as of right.
I
On March 24, 2002, then 79-year-old Virginia Tonelli and her husband, plaintiff Alfred
Tonelli, went to the Lincoln School in Wyckoff to watch their granddaughter play
soccer for a local club, the Wyckoff Torpedoes Soccer Club, Inc. (TSC). Lincoln
School is a public school owned and controlled by defendant Wyckoff Board of
Education (Board), a public entity. The Board has adopted a policy that permits
non-profit private groups, like TSC, for a nominal fee, to make full and
proper use of the various school plants and facilities to meet the needs
of the community. Under that policy, the Board allowed TSC to use Lincoln
Schools soccer field on the day in question.
Following the soccer game, at about 2:00 p.m., the Tonellis headed toward their
car. As they were walking through the Lincoln School parking lot, Mrs. Tonelli
tripped over a speed bump and fell, severely fracturing her hip. As a
result of complications from her injuries, Mrs. Tonelli died six weeks later.
In September 2002, Alfred Tonelli, as Administrator ad Prosequendum of his wifes estate,
sued the Board for negligently creating and maintaining the speed bump. The Boards
answer asserted that, as a non-profit entity organized exclusively for educational purposes, the
Charitable Immunity Act exempted it from liability.
Both parties moved for partial summary judgment on the issue of whether the
Board was entitled to immunity under the Act. Tonelli relied on our decision
in Winters, and on Hamel v. State,
321 N.J. Super. 67 (App. Div.
1999), and Gerber v. Springfield Board of Education,
328 N.J. Super. 24 (App.
Div. 2000), Appellate Division decisions that held that local boards of education are
not entitled to the protection of the Act. The Board countered that our
recent decisions in OConnell v. State,
171 N.J. 484 (2002), and Ryan v.
Holy Trinity Evangelical Lutheran Church,
175 N.J. 333 (2003), overruled those prior opinions.
The trial judge agreed with the Board and Tonelli appealed.
The Appellate Division reversed, concluding that the Legislature did not intend the Charitable
Immunity Act to insulate purely public entities, such as public school boards, from
liability. Tonelli v. Bd. of Educ. of Twp. of Wyckoff,
373 N.J. Super. 421, 422 (App. Div. 2004). We granted the Boards petition for certification,
183 N.J. 215 (2005), along with the application of the New Jersey School Boards
Association Insurance Group to appear as amicus curiae.
II
As might be anticipated, the parties arguments are rooted in the dueling opinions
of the trial judge and Appellate Division. The Board contends that because it
satisfies the literal language of the Act it is entitled to immunity, and
that the Appellate Divisions contrary conclusion confounds our recent decisions in OConnell and
Ryan. Amicus, New Jersey School Boards Association Insurance Group supports that view, and
argues that financial considerations warrant insulating Boards from liability.
Tonelli counters that the Legislature never intended charitable immunity to be available to
instrumentalities of the state, that affording such immunity to public school boards would
violate the legislative intent that animates charitable immunity and that neither OConnell nor
Ryan compels a contrary conclusion.
III
First recognized in this country nearly 150 years ago, [t]he doctrine of charitable
immunity is rooted in English common law. Parker v. St. Stephens Urban Dev.
Corp., Inc.,
243 N.J. Super. 317, 321 (App. Div. 1990)(citations omitted); see also
Restatement (Second) of Torts §895E (1979). The original rationale stated for immunizing charities
from tort liability was preventing the diversion of charitable trust funds to non-charitable
purposes in order to live up to the reasonable expectations of the benefactor.
Parker, supra, 243 N.J. Super. at 321. As we later stated, it would
be contrary to the interests of society that funds dedicated to a charitable
use be permitted to be diverted or diminished by the payments of judgments
. . . where suit is instituted by the beneficiary of the charity.
Jones v. St. Marys Roman Catholic Church,
7 N.J. 533, 537-38 (1951).
Over time, a number of other cognate notions were identified as animating the
charitable immunity doctrine, including the maintenance and preservation of charitable organizations and their
trust funds for the purposes for which they were donated, the encouragement of
altruistic activity through private philanthropy, and the relief of the government from the
need to provide beneficent services. Restatement (Second) of Torts, supra, §895E (1979). See
also OConnell, supra, 171 N.J. at 496 ([T]he [Charitable Immunity Acts] legislative history
suggests that preservation of a charitys assets was only one of a number
of purposes propelling the [statutes] enactment.).
In 1958, however, in a trilogy of cases, this Court abolished charitable immunity
after finding that the doctrine no longer comported with present day concepts of
right, justice and morality. Parker, supra, 243 N.J. Super. at 322-23 (citing Benton
v. Y.M.C.A.,
27 N.J. 67, 69 (1958); Collopy v. Newark Eye & Ear
Infirmary,
27 N.J. 29, 39 (1958); Dalton v. St. Lukes Catholic Church,
27 N.J. 22, 24 (1958)). We declared that such immunity was counter to widespread
principles which fairly impose[d] liability on those who wrongfully and negligently injure[d] others.
Id. at 322 (quoting Collopy, supra, 27 N.J. at 47).
In direct response to our action, in 1959 the Legislature promulgated the Charitable
Immunity Act, id. at 323, essentially reinstating the common law doctrine as it
had been judicially defined by the courts of this State. OConnell, supra, 171
N.J. at 489 (emphasis added)(quoting Wiklund v. Presbyterian Church of Clifton,
90 N.J.
Super. 335, 338 (Cty. Ct. 1966)(citing Anasiewicz v. Sacred Heart Church,
74 N.J.
Super. 532, 535 (App. Div.), certif. denied,
38 N.J. 305 (1962))). Stated differently,
because the verbiage employed [in the Act] closely parallels the cases in which
the immunity rule was enunciated, Parker, supra, 243 N.J. Super. at 324, the
effect of this statute was to reinstate the common law doctrine as it
existed prior to its demise at the hands of the 1958 trilogy of
Benton, Collopy and Dalton. Id. at 323. Thus, the language of the Act
should be construed in light of stare decisis to the end that [the]
status quo be preserved. Parker, supra, 243 N.J. Super. at 324 (citing Anasiewicz,
supra, 74 N.J. Super. at 535-36). Only those classes of entities that were
immunized under common law remain within the sweep of the Act. However, as
to those entities, the several provisions of the Act should be liberally construed
to afford immunity. N.J.S.A. 2A:53A-10. That is the backdrop for our inquiry.
The moribund chimera of charitable immunity has no application to a government hospital.
The anachronistically named Charity Hospital does not dispense charity but rather renders services
to which qualified citizens are entitled as a matter of legal right; and
it is supported not by alms but by taxes. Public hospitals, like public
schools, are not charitable or eleemosynary institutions.
In terms particularly relevant to the issue before us, Judge Lynch observed:
If Section 8 is to be interpreted as applying to defendant municipality, then
N.J.S.A. 24:53A-7 must be construed as affording total immunity to a Board of
Education because it is organized exclusively for educational purposes. Such is not the
law and, indeed, so far as I know, the contention has never been
made. See Jackson v. Hankinson and Bd. of Ed. of New Shrewsbury,
51 N.J. 230, 236 (1968); Titus v. Lindberg,
49 N.J. 66, 77 (1967); and
cf. Hartmann v. Maplewood School Transp. Co.,
106 N.J. Super. 187 (Law Div.
1969), affd
109 N.J. Super. 497 (App. Div. 1970); Estelle v. Board of
Ed, Red Bank,
26 N.J. Super. 9 (App. Div. 1953), modified on other
grounds,
14 N.J. 256 (1954).
SUPREME COURT OF NEW JERSEY
NO. A-105 SEPTEMBER TERM 2004
ON CERTIFICATION TO Appellate Division, Superior Court
ALFRED TONELLI, Administrator
Ad Prosequendum of the Estate
Of Virginia T. Tonelli,
Deceased,
Plaintiff-Respondent,
v.
BOARD OF EDUCATION OF THE
TOWNSHIP OF WYCKOFF, NEW
JERSEY,
Defendant-Appellant,
And
THE TOWNSHIP OF WYCKOFF, NEW
JERSEY,
Defendant.
DECIDED December 28, 2005
Chief Justice Poritz PRESIDING
OPINION BY Justice Long
CONCURRING/DISSENTING OPINIONS BY
DISSENTING OPINION BY
CHECKLIST
Footnote: 1
The sole common law case that mentioned charitable immunity in the context
of a public entity is Kress v. City of Newark,
9 N.J. Super. 70 (App. Div. 1950), in which the applicability of the doctrine was not
decided because the plaintiff was not a beneficiary of the hospitals works.
Footnote: 2
At the time, the immunity statute, N.J.S.A. 2A:53A-8, limited the patients recovery
to $10,000. Winters v. City of Jersey City,
120 N.J. Super. 129, 131,
134 (1972).
Footnote: 3
The Act has been modified eight times: L. 1995, c. 183; L. 1991,
c. 187, §48; L. 1989, c. 283, §1; L. 1989, c. 249; L.
1989, c. 171, §1; L. 1988, c. 179, §1; L. 1988, c. 87,
§2; and
L. 1987, c. 87, §1.