Appendix — Carr v. Montgomery County Board of Education

Supreme Court brief1975

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IN THE

ArLAM Carr, JR., et al.,

and

PENELOPE ANNE JENKINS, et all,

Petitioners,

vs.

Montcomery County Boarp or Epvcation, et al.

APPENDIX TO THE PETITION FOR A

WRIT OF CERTIORARI

JacK GREENBERG

James M. Nasnrit, III

Drew S. Days, III

CHARLES STEPHEN RaLstTon

Metvyn LeveENTHAL

10 Columbus Circle

New York, New York 10019

Sotomon S. Ssay, JR.

Frep T. Gray

Gray, Seay and Langford

352 Dexter Avenue

Montgomery, Alabama 36104

Howarp A. MAanpDELL

212 Washington Building

P.O. Box 1904

Montgomery, Alabama 36103

Attorneys for Petitioners

INDEX

| PAGE

| Opinion of District Court dated May 22, 1974 WW... la

Opinion of Court of Appeals dated April 11, 1975 .... 44a

Opinion of Court of Appeals dated June 27, 1975 ...... 78a

Opinion dated May 22, 1974

ArtaM Carr, Jr., et al.,

Plaintiffs,

Nationa, Epvucation Association, Inc., anp

PEeneLore ANNE JENKINS, et al.,

Plaintiff-Intervenors,

Untrep States or AMERICA,

Amicus CuRIA4gE,

Vv.

Montcomery County Boarp or Epvcation, et al.,

Defendants.

Civ. A. No. 2072-N.

United States District Court,

M. D. Alabama, N. D.

May 22, 1974.

OprInion

Jounson, Chief Judge.

This school desegregation case, having been previously

before this Court and the appellate courts upon several

occasions, is again submitted. The present «ubmission is

upon the pleadings, the evidence presented orally over a

period of several days, and the briefs and arguments of

the parties. Upon this submission this Court now makes

appropriate findings of fact and conclusions of law. As

authorized by Rule 52, Federal Rules of Civil Procedure,

these findings and conclusions are incorporated in this

memorandum opinion.

la

2a

Opinion dated May 22, 1974

Il. History or Case

This case was originally filed in May, 1964, when a group

of black children and their parents, with the United States

participating as amicus curiae, asked this Court to enjoin

the Montgomery County Board of Education from “con-

tinuing the policy, practice, custom, and usage of main-

taining and operating a compulsory biracial school

system.”’ Although ten years had passed since the

Supreme Court’s decision in Brown v. Board of Educa-

tion,’ the schools of Montgomery County, as was true in

many areas of the United States, were completely segre-

gated; one set of schools was operated exclusively for white

students and staffed entirely by white teachers, and one set

was operated for black students and staffed by black

teachers. Thus, on July 31, 1964, this Court declared that

the Montgomery schools were being operated in violation

of the law of the United States and enjoined defendants

from continuing to operate these schools on a racially

segregated basis.* But this Court fully “realized that

desegregation of the public schools cut across the social

fabric of this community and that there were both ad-

ministrative and other practical problems for the board to

cope with in order to comply with the law.”‘ Conse-

quently, the board was allowed to proceed with desegrega-

tion in a gradual manner. A freedom-of-choice plan pro-

* Carr v. Montgomery County Board of Education, 232 F.Supp.

705 (M.D.Ala. 1964). ‘

? 347 U.S. 483, 74 S.Ct. 686, 98 L.Ed. 873 (1954).

* At the time this Court entered its order in July, 1964, there

were approximately 25,000 white students and 15,000 black stu-

dents attending the Montgomery County school system.

*289 F.Supp. at 657.

3a

Opinion dated May 22, 1974

posed by the board as the means for integrating four

grades was accepted.

Almost two years later, on March 22, 1966, this Court

ordered that the freedom-of-choice plan be implemented

in 10 of the 12 grades for the 1966-67 school year and that

the plan be fully operative throughout the system com-

mencing with the fall of 1967. In addition, this Court

decreed that:

Race or color will henceforth not be a factor in

hiring, assignment, reassignment, promotion, demo-

tion, or dismissal of teachers and other professional

staff, with the exception that assignments shall be

made in order to eliminate the effects of past dis-

crimination.‘

On August 17, 1967, and February 7, 1968, the United

States requested this Court to require defendants to take

further steps to disestablish the dual school system in

Montgomery County. Upon review of the record, this

Court found that the school board had failed to discharge

its affirmative duty to eliminate the dual school system.’

* Carr v. Montgomery County Board of Education, 253 F.Supp.

306 (M.D.Ala. 1966).

*Id. at 310. This decree originally required the process of de-

segregating the faculty and professional staffs to commence with

the school year 1966-67. But when the Fifth Circuit subsequently

allowed the Mobile County system until the school year 1967-68

to end its policy of hiring and assigning teachers and staff by

race, this Court, on its own motion, modified the March 22 order

to give the Montgomery board an additional year before requiring

desegregation of the system’s faculty and staff. Again, this Court

was cognizant of the administrative problems and practical rami-

fications of its order, and thus sought to give the board some addi-

tional time in which to meet its constitutional obligation to de-

segregate Montgomery’s dual school system.

"Carr v. Montgomery County Board of Education, 289 F.Supp.

647 (M.D.Ala. 1968).

ta

Opinion dated May 22, 1974

Under the freedom-of-choice plan, only 550 blacks were

attending traditionally white schools. No white children

were attending traditionally black schools. Of the ap-

proximately 550 black teachers and 815 white teachers,

only 32 were teaching in schools that were predominantly

of the opposite race.

On the basis of this evidence, it was found necessary to

establish specific requirements governing minimum amounts

of progress in future desegregation efforts. First, this

Court ordered that the board must move toward a goal

under which the ratio of white to black faculty members

in each school was substantially the same as it was through-

out the system.

Second, the school board was required to obtain ap-

proval from the State Superintendent of Education prior

to the construction of any new school or any additions to

existing schools.

Third, the board was ordered to eliminate race as a

factor in the assignment of students to school buses and

in its designation of bus routes. Finally, this Court

observed that the board’s freedom-of-choice plan was not

working and that unless the plan became more effective in

eliminating the dual school system, the Court would have

no alternative except to order some other plan.’

For the first time in this case, defendants appealed this

Court’s order.’ On appeal, the Fifth Circuit affirmed the

*In its supplemental order granting partial stay of the order

pending appeal, this Court observed that the board had attempted

to operate part of the Montgomery system under the freedom-of-

choice plan and part under the neighborhood school plan. Under

this scheme, the board sought to perpetuate a series of segregated

schools in exclusively white neighborhoods. Needless to say, this

Court found this to be an egregious violation of the board’s af-

firmative duty to establish a unitary school system.

* This fact is significant in that it underscores the efforts of the

Montgomery board to comply with the law as reflected by the

5a

Opinion dated May 22, 1974

March 2, 1968, order.° A petition for rehearing en banc

was denied by the Fifth Circuit. Finally, the Supreme

Court granted certiorari and also affirmed this Court’s

order.”

In the summer of 1969, plaintiffs and the United States

again filed motions asking this Court to require the board

to take additional steps to disestablish Montgomery’s dual

school system.

An evidentiary hearing was held on February 24, 1970,

to consider plans +: bmitted by the United States and the

board. The board’s plaa essentially adopted the basic

elements of the plan proposed by the government experts

mandates of this Court. Unlike many school boards that opposed

desegregation at every step, the Montgomery County Board of

Education recognized that it had an affirmative duty to desegre-

gate its school system. As the Fifth Circuit noted on appeal,

“good faith conduct on the part of any litigant in any court, es-

pecially in a court of equity and, more particularly, in the sensi-

tive area of desegregation, is a vital element for appropriate con-

sideration.” 400 F.2d 1, 2 (5th Cir. 1968).

Although the board contended that this Court’s order was un-

precedented in its imposition of “ratio” requirements, this Court

was firmly convinced that its order was “the minimum the appli-

eable law will allow under the peculiar facts and circumstances

presented and that each and every feature of the order and

injunction entered in this case on February 24, 1968, is not only

authorized but required by the applicable law.” 289 F.Supp. at

660 (emphasis added).

400 F.2d 1, 8 (5th Cir. 1968).

* 402 F.2d 782 (5th Cir. 1968).

** United States v. Montgomery County Board of Education,

395 U.S. 225, 89 S.Ct. 1670, 23 L.Ed.2d 263 (1969). The Supreme

Court concluded its opinion by noting that “it is good to be able

to decide a case with the feelings we have about this one. The

differences between the parties are exceedingly narrow.” Jd. at

236.

6a

Opinion dated May 22, 1974

with some minor changes and refinements.** Under the

board’s projections for the 1970-71 school year, this plan

provided that there would be no all-white schools in the

county and only one all-black school. Over plaintiffs’ objec-

tions that this plan did not go far enough in eliminating

the dual school system, this Court approved the board’s

plan with some modifications of its own.’* On appeal, the

Fifth Circuit affirmed this Court’s decision to implement

the board’s plan.** The Fifth Circuit added the following

cautionary note:

Once a school board has acted, however, the courts

have a solemn obligation to determine whether the

structure designed by the school board will house a

unitary school system. This obligation is unremitting,

and there can be no abdication, no matter how

temporary. Accordingly, any imprimatur of judicial

approval must be entered with the caveat that until

construction of a unitary system is completed, change

orders, when appropriate, will be issued to ensure that

the designed structure in fact accommodates a unitary

system and not a bifurcated one."

** This plan included proposals to close certain schools in the

system, to pair several rural schools, to adopt neighborhood zoning

of the schools within the city of Montgomery, and to transport

students from non-zoned rural areas to schools within the city.

In its order, this Court made clear that the law does not re-

quire racial balance or similar student ratios throughout a school

system. “Complete disestablishment of the dual school system to

the extent that it is based upon race is required.”

16 429 F.2d 382 (5th Cir. 1970). In addition, the Cireuit Court

directed that the majority-to-minority transfer provisions of the

plan be altered to reflect a change in the law since this Court’s

order of February 25, 1970.

16 429 F.2d at 386.

7a

Opinion dated May 22, 1974

Since this Court’s order of February 25, 1970, the board’s

plan has remained largely unaltered. The board has

worked with plaintiffs and the United States in an effort

to keep its plan updated, and changes in attendance zones

and school facilities have been proposed and approved by

this Court. But changes in the facts of this case—largely

changes in residential patterns—and recent clarifications

by the Fifth Circuit and the Supreme Court of the obliga-

tion of a school board to establish a unitary school

system now necessitate an overall evaluation of this sys-

tem’s compliance with the requirements of the law. Ac-

cordingly, on August 29, 1973, all parties were ordered to

submit their suggestions and proposals for the further

desegregation of the Montgomery system.

It is important at this point to emphasize two factors

that have characterized this continuing litigation. First,

this Court has often recognized the practical problems and

administrative difficulties in eliminating a dual school

system that had been closely tied to long-established social

patterns.’’ A successful school system demands support

from the community—both black and white. To facilitate

this support, this Court has attempted to avoid imposing

rigid or inflexible requirements on the board and, where

possible, has allowed the parties to work out their own

differences. In this way, this Court has constantly strived

for a workable solution to the problems encountered in

converting from a dual system to a “unitary system in

which racial discrimination would be eliminated root and

branch.”

Second, all the parties to this litigation share the same

goal: establishment of a “desegretated, unitary and nonra-

7 See, ¢.g., 289 F.Supp. at 657. See also note 6, supra.

8a

Opinion dated May 22, 1974

cial school system.” ** Every court that has reviewed the

record of this litigation has observed that the differences

between the parties have been unusually small.4® More-

over, the Montgomery County School Board has been

repeatedly complimented for its good faith efforts to

comply with the requirements of the law.” It is worthy of

pride that the ten-year history of this case has been

characterized throughout by cooperation from all the

participants.

II. An ANALysIs or THE PLans Bzrore THE Court

A number of desegregation proposals have been sub-

mitted for the Court’s consideration. In evaluating these

proposals, it is important to keep in mind that the real

controversy now presented centers around the operation

of the elementary schools.

On January 15, 1974, the defendant board submitted its

initial proposal, and the United States submitted a number

of detailed suggestions. On February 14, 1974, the United

** Brief for the board before the Supreme Court. See 395 U.S.

225, 236, 89 S.Ct. 1670, 23 L.Ed.2d 263 (1968).

*° 395 U.S. at 236. See note 12, supra. 400 F.2d at 2; 429 F.2d

at 386-387.

*° This Court has often complimented the board on its perform-

ance of its constitutional obligation to desegregate the Montgom-

ery schools. See 400 F.2d at 3 n. 3. Appellate courts, upon the

review of this record, have similarly expressed their approval of

the board’s good faith efforts throughout these proceedings. See

395 U.S. at 230, 236; 400 F.2d at 2-3. An example of this ap-

proval by the Fifth Circuit: “If more district courts and more

school boards had been as sensitive as those here involved to the

requirements of the law, the path to the goal of school desegrega-

tion in this cireuit would have been infinitely smoother than it

had been.” Carr v. Montgomery County Board of Education, 429

F.2d 382 (5th Cir. 1970).

9a

Opinion dated May 22, 1974

States submitted a response to the defendants’ first pro-

posal, which incorporated additional desegregation sug-

gestions. On February 16, 1974, the plaintiffs submitted

their plan. On March 29, 1974, the defendants submitted

their second plan, which was a revision of their January 15

proposal. On April 1, 1974, the plaintiff-intervenors sub-

mitted their proposal. In addition, the United States pro-

posed a high school desegregation plan devised by au-

thorities at the Maxwell Air Force Base in February and

March, 1974. By letter of April 5, 1974, to the Court, the

United States withdrew this proposal. Finally, on May 8,

1974, the school board presented to the Court certain

modifications and adjustments to its March 29, 1974, plan.

A. Plaintiffs’ Plan

Plaintiffs’ proposed plan was devised by Dr. Gordon

Foster, Director of the University of Miami Title IV

Desegregation Center. The Foster plan at the senior and

junior high school levels in general starts with the existing

board proposal and seeks to achieve greater desegregation

by the rerouting of existing bus routes and the reassign-

ment of students to other schools which would require

considerable increase in transportation. On the high school

level, the Foster plan does not differ significantly from the

board’s plan. At the elementary level, through a combina-

tion of pairing of contiguous schools and clustering and

pairing of noncontiguous schools, the Foster plan proposes

to desegregate the schools within the system within the “15

percent” guidelines established by Dr. Foster. Dr. Foster

testified that contiguous pairing was used wherever pos-

sible to minimize transportation. However, because of the

degree of residential segregation in Montgomery, this was

10a

Opinion dated May 22, 1974

felt by Dr. Foster to be feasible in only three instances.

The pairing and clustering of elementary schools was the

means used by Dr. Foster to bring each elementary school

in each paired or clustered group, under his plan, within

one-tenth of one percent of the exact racial percentage in

each of the schools paired or clustered with two exceptions.

The exact racial balance varies by two-tenths of one per-

cent in these exceptions. The schools paired or clustered

ranged in grade structures one-two, one-three, one-four,

three-six, four-six, five-six, and 11 elementary schools under

the plaintiffs’ plan are grades one-six. The evidence re-

flects that the pairing or clustering of schools as proposed

by the plaintiffs’ plan would require extensive cross-city

busing from beyond the westernmost part of the city to

beyond the easternmost part of the city and the same is

true from east to west. Elementary children at all grade

levels, one through six, would be involved in this cross-

city busing. It is evident, and this Court finds, that

fracturization of grade structure and the pairing and

clustering of schools in the Montgomery school system, as

proposed by the plaintiffs, is for the sole purpose of at-

taining a strict racial balance in each elementary school

involved. i

Forty-three percent of the total number of elementary

students enrolled in the Montgomery school system would

be reassigned under the plaintiffs’ plan. The plan would

also necessitate the reassignment of a large number of

elementary teachers since the teachers within the system

should continue to teach at the grade levels where they

have attained the greatest competency. This Court is im-

pressed that the plaintiffs’ plan would be disruptive to the

educational processes and would place an excessive and

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Opinion dated May 22, 1974

unnecessarily heavy administrative burden on the school

system.

The plaintiffs’ plan for the junior high school level

adopts basically the defendant board’s plan with certain

significant changes. These changes consist of new cross-

city and cross-county busing. This busing is proposed by

the plaintiffs in order to bring the projected percentages

of black students enrolled in each junior high school within

the system within the 15 percent tolerance allowed under

Dr. Foster’s plan.** Dr. Foster’s proposal would require

a reassignment of 36 percent of the total junior high school

enrollment in the system.

Dr. Foster proposes a plan of desegregation at high

school level which requires noncontiguous and satellite

zoning to more racially balance each high school. To

accomplish this, 22 percent of all high school students would

be reassigned from schools they presently attend.

Following is a summary of newly assigned and addi-

tionally transported students under the plaintiffs’ plan:

Percentage of Total

Grade Level Number Reassigned Enrollment Reassigned

1- 6 7,955 43

7- 9 3,493 36

10-12 1,637 22

*! Dr. Foster uses a 15 percent variation or tolerance to deter-

mine the racial identifiability of the elementary and junior high

schools in the system. That is to say, any elementary or junior

high school with an enrollment of less than 33.5 percent black is

racially identifiable as white. If the enrollment is more than 63.5

percent black the school is racially identifiable, according to Dr.

Foster, as black. These variations are determined on the elemen-

tary and junior high school levels on the basis that 48.5 percent

of the total elementary and junior high school students enrolled in

the system are black and that 45.5 percent of the total high school

enrollment is black.

12a

Opinion dated May 22, 1974

A total of 12,685 students, or 36 percent of the total en-

rollment in the Montgomery school system, would be reas-

signed under the plaintiffs’ plan.

The students requiring additional transportation under

the plaintiffs’ plan are as follows:

Elementary (1-6) 5,204

Junior High School (7-9) 1,642

Senior High School (10-12) 350

B. Plaintiff-Intervenors’ Plan

The plaintiff-intervenors’ plan was prepared by Dr.

Larry Winecoff, a professor at the University of South

Carolina. Dr. Winecoff originally submitted two plans,

Plan A, with Plan A Alternate, and Plan B. Dr. Winecoff

abandoned Plan B, and no evidence was offered in support

of that plan. Dr. Winecoff set similar guidelines to those

used by Dr. Foster in determining those schools which he

considered to be racially identifiable in the Montgomery

school system.” However, Dr. Winecoff used 10 to 14 per-

cent as his tolerance in determining racial identifiability.

At the elementary level the grade structure of each

elementary school within the system is fracturized under

the plaintiff-intervenors’ Plan A. This is done by dividing

the existing one through six elementary grades into one

through three centers and four through six centers, Dr.

Winecoff also uses the rezoning technique of strip zones

running generally vertically for grades one-three and

elongated horizontally for grades four-six. He also uses

noncontiguous satellite zoning in his one-three grades Plan

A. The evidence reflects that four of the 16 elementary

schools within the system, serving grades one-three, would

*2 See note 21, supra.

en

13a

Opinion dated May 22, 1974

still be racially identifiable according to Dr. Winecoff’s

standards under his Plan A, one-three.

In Plan A, one-three alternate, Dr. Winecoff uses the

same zone lines as used in his Plan A, one-three. Judged

by his tolerances, 11 of the 16 schools serving grades one-

three within the system would continue to be racially

identifiable under Dr. Winecoff’s Plan A, one-three alter-

nate.

Plaintiff-intervenors’ Plan A, four-six, uses elongated

horizontal zones extending from the east side of the city to

the west side of the city. This type of strip zoning would

of necessity require substantial additional transportation

and would also result in many elementary children having

to walk a considerable distance farther to school. In some

instances they would be required to walk past another

elementary school serving grades one-three. Under this

proposal, five of 13 schools serving grades four-six would

continue to be racially identifiable according to Dr. Wine-

coff’s tolerances.

The evidence reflects that from 60 to 70 percent of all

elementary school students within the Montgomery system

would be reassigned under plaintiff-intervenors’ Plan A,

one-three or one-three alternate, and Plan A, four-six.

Furthermore, new transportation would be required for

approximately 2,000 elementary grade children under the

plaintiff-intervenors’ elementary plans.

Plaintiff-intervenors’ junior high school plan uses strip

zoning of an elongated shape running obliquely. In some

instances the seven-nine school zones proposed are only

four blocks in width. From 50 to 60 percent of all students

enrolled within the system in grades seven through nine

would be reassigned under plaintiff-intervenors’ junior

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Opinion dated May 22, 1974

high level proposal. Furthermore, approximately 2,000

students would be newly transported.

The plaintiff-intervenors’ senior high plan uses strip

zones. For instance, the zone for the Jeff Davis school is

from two to four blocks in width in certain areas. This

proposal would require the reassignment of from 30 to 40

percent of the total high school enrollment within the

system. The evidence reflects, and this Court now finds,

that the plan proposed by the plaintiff-intervenors for the

elementary, junior high, and senior high schools in the

Montgomery school system is designed to achieve a racial

balance in these schools.

C. The School Board’s Plan

The school board utilizes transportation route changes,

involving both black and white students, zone changes, the

closing of physically inferior schools, the consolidation of

schools, and the construction of new schools in its proposed

plan for the system. Mr. Silas Garrett, Superintendent of

Education for the school system and an experienced school

administrator, testified that the following are the criteria

that were utilized in formulating the board’s plan:

1. To achieve a unitary school system.

2. To provide an organizational structure which will

ensure optimum educational opportunities for all children

with a minimun. of disruption.

3. To adjust the assignment of students to available

physical facilities.

4. To utilize available funds to the greatest educational

advantage.

Se ne -

Rte nae Be ee

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Opinion dated May 22, 1974

5. To achieve the maximum possible community accep-

tance of the plan thereby resulting in minimal resegrega-

tion.

6. To reassign students in a manner which enhances the

instructional program of the system.

7. To provide for maximum teachability through the

matching of assignments with teacher competencies and

training.

8. To utilize the existing transportation in a supportive

role to the instructional and organizational framework of

the system.

9. To minimize disruptive transition for students,

school personnel, and parents and at the same time comply

with the mandate of the courts in achieving a unitary

system.

At the present time, the Montgomery school system is

operating pursuant to a desegregation plan which was

prepared by a team of HEW experts and which was

approved by this Court and by the United States Court of

Appeals for the Fifth Cireuit.** The plan when originally

approved assigned both black and white students to every

school in the system with the exception of Loveless School,

which the Court of Appeals found to be a facility located

so deep in the heart of a black residential area as not to be

practical to desegregate. Since the implementation of the

1970 plan, the evidence in this case reflects that the school

** Carr v. Montgomery County Board of Education, 429 F.2d

312 (5th Cir. 1970).

16a

Opinion dated May 22, 1974

board has attempted in good faith to ensure its effective

operation. Additionally, since 1970, the school board has

furthered the desegregation of the Montgomery system by

closing the Billingslea elementary facility and consolidat-

ing that school with the Morningview School. The board

proposes extensive plans for the transition of the Georgia

Washington School, one-nine, now an all-black facility,

into a substantially desegregated junior high school com-

plex. Further substantial desegregation is proposed by

the board in assigning white students to Carver Senior

High and Carver Junion High. The board projects 61 per-

cent whites in both schools that have heretofore been

’ practically all black. Many other significant and effective

assignments are to be made by the board—in each instance

to attempt to achieve a unitary school system. Extra-

curricular activities have been expanded on a desegregated

basis and inter-school participation throngh joint seminars

and educational clinics has been developed.

The evidence reflects that the board considered the

techniques of satellite zoning, clustering and pairing. How-

ever, the board concluded that it could establish a unitary

system through the means and methods enumerated with-

out the disruptions of satellite zoning, clustering and pair-

ing as proposed by the plaintiffs and plaintiff-intervenors

in order to achieve what the evidence in this case reflects

would be an extremely unstable desegregated school

system.

The evidence presented to the Court further reflects that

the population of Montgomery is so arranged that whites

largely live on the east side of the city and blacks on the

west. This necessarily means that pairings and clusterings

would, in the main, be noncontiguous and would require

cross-city busing. This, of course, would substantially

17a

Opinion dated May 22, 1974

increase the time and distance that students would have to

travel to and from the schools to which they would be as-

signed under such plan.

Under the board’s plan, there will remain a few schools

with a substantially predominantly black student popuia-

tion. All of these are at the elementary level with the

exception of McIntyre Junior High.**

An in-depth analysis of the school board’s plan impresses

this Court that the continued existence of some substan-

tially predominantly black schools is genuinely nondis-

criminatory. These schools, Daisy Lawrence, Booker T.

Washington Elementary, Carver Elementary, Fews, Love-

less, Hayneville Road Elementary, Paterson, Pintlala,

Davis and Bellinger Hill, are in each instance located deep

in black residential areas; the white students residing in

these areas are assigned to the nearest of these schools.

While this has to some extent desegregated practically all

of these schools, no ratio has been accomplished that satis-

fies the plaintiffs and plaintiff-intervenors. The evidence

reflects, and this Court finds, that in order to further

desegregate any of these facilities, satellite zoning and the

cross-city busing of white students would be necessary.”

** Plaintiff-intervenors also project a heavily black enrollment

at McIntyre. Plaintiffs would, under their proposal, achieve a

projected 50 percent black-white ratio at McIntyre Junior High.

However, this would be accomplished by satellite zoning and by

transporting 550 whites for a considerable distance from the

satellite Cloverdale area and periphery area to the McIntyre

school. The only purpose in this is to attempt to achieve a racial

balance in this school that is located deep in a black residential

area.

*6 Tt is significant that Dr. Winecoff under his Plan A alternate

leaves Carver Elementary at 85 percent black. Under his Plan A,

Dr. Winecoff proposes to bus approximately 200 white students

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Opinion dated May 22, 1974

Further, an exchange of black students would have to be

made by transporting them across the city from these

school areas. This would not, under the cireumstances of

this case, accomplish any effective and realistically stable

desegregation. In each instance the situation is a result of

residential patterns and not of the school board’s action—

either past or present.

It is significant to an overall evaluation of the board’s

plan that all of the students in the Montgomery school

system?* will attend a substantially desegregated sciool

for the majority of their school careers. Over 80 percent of

the black children in the system will attend a substantially

desegregated school for at least six grades of the 12. One

hundred percent of the black children in the system will

attend a substantially desegregated senior high facility.”

At the junior high school level, the only junior high facility

under the board’s plan that is projected to be over 80 per-

cent black will be the McIntyre Junior High facility which,

as this Court has previously noted, is impossible to effec-

tively desegregate in a stable and workable manner.

A detailed analysis of the board’s plan is attached and

marked as Table 2 to this opinion. The chief criticism of

the plaintiffs and plaintiff-intervenors of the board’s plan

is that the board is putting the primary burden of desegre-

from the various school areas to Carver which would still leave

Carver Elementary at 61 percent black. These students would

have to pass three or four elementary schools to arrive at Carver.

*6 The only exception invelves those students in the Montgomery

County High-Dunbar Elementary area—and neither the plaintiffs

nor the plaintiff-intervenors seriously attempt to desegregate these

schools.

‘7 For instance, Lanier—57 percent white, or Carver—61 per-

cent white.

19a

Opinion dated May 22, 1974

gating the Montgomery school system on the black students.

The evidence does not bear this out. Approximately 4,000

white students and 5,000 black students are reassigned

under the school board’s plan. Furthermore, on the junior

high level the board’s plan proposes that three virtually

all-black facilities be converted into predominantly white

ones, that is, Carver Junior High from zero percent white

to 61 percent white ; Georgia Washington from zero percent

white to 69 percent white, and Houston Hill from 15 per-

cent white to 60 percent white.

As to the proposal of the board regarding the senior high

schools within the system, the evidence reflects that all of

the city senior high schools will be substantially desegre-

gated.

III. AppiicasLe Law

[1,2] For several years it has been clear, and all parties

in this case recognize, that

the obligation of every school district is to terminate

dual school systems at once and to operate now and

hereafter only unitary schools.

Alexander v. Holmes County Bd. of Educ., 396 U.S. 19, 20,

90 S.Ct. 29, 24 L.Ed.2d 19 (1969). In determining what

constitutes a “unitary” school system, there are six facets

of school operation which must be considered. These six

criteria are (1) faculty, (2) staff, (3) transportation, (4)

extracurricular activities, (5) facilities, and (6) composi-

tion of the student body. Green vy. County School Bd., 391

U.S. 430, 435, 88 S.Ct. 1689, 20 L.Ed.2d 716 (1968); Adams

v. Rankin County Bd. of Educ., 488 F.2d 324, 325 (Sth Cir.

1973).

20a

Opinion dated May 22, 1974

A. Faculty and Staff

[3] In 1968, this Court ordered that the Montgomery

County School Board must move toward a goal under

which “in each school the ratio of white to Negro faculty

members is substantially the same as it is throughout the

system.” As observed earlier, the United States Supreme

Court affirmed that order. United States v. Montgomery

County Bd. of Educ., supra.

An analysis of the evidence presented in this case [see

Table 1] shows that the board is in full compliance with

that order.

B. Transportation, Extra-curricular

Activities, Facilities

There is no dispute as to the law regarding these indicia

of desegregation. Suffice it to say that there can be no

racial discrimination in any of these areas of school opera-

tion. None of the parties seriously contend the board is

not in full compliance with the law in these areas. Appro-

priate factual findings will be made as to each criterion.

C. Student Body Composition

[4] While it is clear that in disestablishing a segregated

school system all vestiges of racial segregation must be

eliminated “root and branch,” Green v. County School Bd.,

391 U.S. 480, 437-438, 88 S.Ct. 1689, 20 L.Ed.2d 716 (1968),

the establishment of a fixed racial quota in each school is

not required by the United States Constitution. The United

States Supreme Court has ruled that

[t]he constitutional command to desegregate schools

does not mean that every school in every community

21a

Opinion -dated May 22, 1974

must always reflect the racial composition of the

school system as a whole.

Swann v. Charlotte-Mecklenburg Bd. of Educ., 402 U.S. 1,

24, 91 S.Ct. 1267, 1280, 28 L.Ed.2d 554 (1971).

Thus, it appears that a balance must be reached, one

unquestionably subtle in its implications: while school

system segregation must be actively disestablished, racial

quotas for student population are not to be instituted.

The difficulty of analysis is most acute when the Court

is confronted, as it is in this case, with several schools

which contain a student population which is largely of one

race. Since this Court last considered the compliance of

this school system with constitutional commands, many

important cases have been decided by the appellate courts,

necessitating a re-examination of the law with respect to

schools whose student population does not typify the

general population figures. The Supreme Court has, in a

general manner, addressed the question of one-race schools,

writing in Swann that

[t]he record in this case reveals the familiar phenom-

enon that in metropolitan areas minority groups are

often found concentrated in one part of the city. In

some circumstances certain schools may remain all or

largely of one race until new schools can be provided

or neighborhood patterns change. Schools all or pre-

dominantly of one race in a district of mixed popula-

tion will require close scrutiny to determine that school

assignments are not part of state-enforced segrega-

tion.

In light of the above, it should be clear that th»

existence of some small number of one-race, or virtu-

22a

Opinion dated May 22, 1974

ally one-race, schools within a district is not in and of

itself the mark of a system that still practices segre-

gation by law. The district judge or school authorities

should make every effort to achieve the greatest pos-

sible degree of actual desegregation and will thus

necessarily be concerned with the elimination of one-

race schools. No per se rule can adequately embrace

all the difficulties of reconciling the competing interests

involved; but in a system with a history of segrega-

tion the need for remedial criteria of sufficient specific-

ity to assure a school authority’s compliance with its

constitutional duty warrants a presumption against

schools that are substantially disproportionate in their

racial composition. Where the school authority’s pro-

posed plan for conversion from a dual to a unitary

system contemplates the continued existence of some

schools that are all or predominantly of one race, they

have the burden of showing that such school assign-

ments are genuinely non-discriminatory. The court

should scrutinize such schools, and the burden upon the

school authorities will be to satisfy the court that their

racial composition is not the result of present or past

discriminatory action on their part.

Swann v. Charlotte-Mecklenburg Bd. of Educ., 402 U.S.

1, 25-26, 91 S.Ct. 1267, 1280, 28 L.Ed.2d 554 (1971).

Several cases dealing with one-race schools have been

decided by the Court of Appeals for this circuit since this

Court last fully considered compliance in this school sys-

tem. While neither the Court of Appeals nor the Supreme

Court has adopted any explicit, clear test by which to

measure the constitutional validity of one-race schools, the

Court of Appeals has, since this Court’s last major order

et ee A

43l F.2d 1200, 1201-1202 (Sth Cir. 1970)

23a

Opinion dated May 22, 1974

in this case, reversed district courts in school cases and

held that nine all-black schools in one system could not

remain in existence,”* that insufficient pairing had been

ordered when schools which could be paired were about one

and one-half miles away,’ and that 14 all-black elementary

schools in one system had to be paired or rezoned.” Other

district courts were reversed because under court-approved

plans 80 percent of the blacks attended schools where their

race predominates,*' because 70 percent of all black ele-

mentary students attended one all-black school,®? because

68 percent of the black elementary school students in a

system attended schools 90 percent or more black,** and

because 44 percent of the black students in one system

attended all-black or virtually all-black schools.** These

cases, and others like them decided since this Court’s last

consideration of this case, necessitate a re-examination of

this case in the light of the state of the law and the facts

as they exist in the Montgomery school system today.

*8 Bradley v. Bd. of Public Instruction, 431 F.2d 1377, 1380-

1381 (5th Cir. 1970).

= Weaver v. Bd. of Public Instruction, 467 F.2d 473, 474 (5th

Cir. 1972) (all-black school 1.2 to 5.6 miles from predominantly

white elementary schools); Wright v. Bd. of Public Instruction,

*° Mannings v. Bd. of Public Instruction, 427 F.2d 874, 877 (5th

Cir. 1970).

*! United States v. Texas Education Agency, 467 F.2d 848, 872-

873 (5th Cir. 1972) (en banc).

*? Boykins v. Fairfield Bd. of Educ., 457 F.2d 1091, 1093 (5th

Cir. 1972).

33 Allen v. Bd. of Public Instruction, 432 F.2d 362, 366 (5th

Cir. 1970).

** Pate v. Dade County, 434 F.2d 1151, 1153 (5th Cir. 1970).

24a

Opinion dated May 22, 1974

IV. Puan Approvep

[5] As is already evident from what has been stated in

this opinion, this Court proposes to order implemented in

feto the desegregation plan as proposed by the Mont-

gumery County Board of Education on J anuary 15, revised

March 29, 1974, and modified May 8, 1974. The evidence in

this case reflects that the plans proposed by the plaintiffs

and by the plaintiff-intervenors will accomplish very little

stable, long-term desegregation in this school system. This

Court desires to emphasize that the remaining predom-

inantly black schools in this school system under the board’s

plan cannot be effectively desegregated in a practical and

workable manner. In each instance this Court has examined

and re-examined the evidence and has determined that

these predominantly black schools exist and continue to

exist without any discriminatory board action. The board’s

proposal and this Court, in adopting same, have taken “into

account the practicalities of the situation” that exist in

this school system. Davis v. Board of Social Commis-

sioners, 402 U.S. 33, 37, 91 S.Ct. 1289, 28 L.Ed.2a 577. The

schools that will remain predominantly black in the Mont-

gomery school system are the result of the concentrations

of blacks in the western area of Montgomery. As the

Supreme Court observed in Swann v. Charlotte-Mecklen-

burg, supra, the existence of a small number of predom-

inantly black schools in such areas is not in and of itself a

sign that a dual school system exists. The school au-

thorities in the Montgomery school system have taken

affirmative action to the extent required by the law and

have achieved the greatest possible degree of actual de-

segregation, taking into account the “practicalities of the

situation.” As this Court has observed time and time again

ick eine een.

25a

Opinion dated May 22, 1974

in school desegregation cases, racial quotas and busing to

achieve racial quotas are not required by the law.

A. Elementary Schools

The board has proposed, and this Court is adopting for

elementary schools, what is in large measure a “neighbor-

hood” or proximity plan, under which an elementary child

normally attends the school nearest his home.

The Court is aware that any “neighborhood school” plan

is strictissimi juris in this circuit and is to be adopted, if

at all, only in narrowly confined instances. This is such

a case.

In a pure neighborhood school system, as approved in

Ellis v. Bd. of Public Instruction, 423 F.2d 203 (5th Cir.

1970), there are two requirements: (1) a strict proximity

rule must be followed, under which neither man-made nor

natural boundaries may be considered, but only travel

distance ;** and (2) the plan must be one which is effective

to establish a unitary school system.

The second criterion, that the plan must effectively

provide for a unitary system, was outlined in a footnote:

{u]nder the facts of this case, it happens that the

school board’s choice of a neighborhood assignment

system is adequate to convert the Orange County

school system from a dual to a unitary system.

423 F.2d at 208, n. 7 (emphasis added).

*§ “We also hold that the neighborhood system, based on school

capacity, must be observed without exception. This will prevent

any variance based on traffic conditions . ... Variances by arbi-

trary zone lines, or for reasons of traffic, while reasonable on their

face, may destroy the integrity and stability of the entire assign-

ment plan. If Orange County wishes to maintain a neighborhood

SS SN a ne

26a

Opinion dated May 22, 1974

However, in a series of cases the Court of Appeals has

held that an Ellis neighborhood school plan, to be upheld,

must provide for the ultimate conversion of a dual to a

unitary school system.

In Andrews vy. City of Monroe, 425 F.2d 1017 (5th Cir.

1970), the Court of Appeals held that in Monroe, Louisiana,

a city with only 18 schools, an Ellis plan was constitution-

ally infirm if it left 85 percent of the black elementary

students in all-black schools, or schools nearly so. 425 at

1019-1020.

In Henry v. Clarksdale Municipal Separate School

District, 433 F.2d 387 (5th Cir. 1970), involving a small

city with only seven elementary schools, the Court of

Appeals reversed a plan which left three all-white ele-

mentary schools and four all-black. The Court of Appeals

wrote that the order of the district judge “totally ignores

the real key to Ellis, the strong caveat of footnote 7... A

433 F.2d at 390. Footnote 7 was the footnote in Ellis which

noted that “it happens that... . [the plan] is adequate to

convert the ... system from a dual to a unitary system.”

423 F.2d at 208, n. 7.

Similarly, in Ross v. Eckels, 423 F.2d 1140 (5th Cir.

1970) (Houston, Texas, system), the Court of Appeals

reversed a district judge’s adoption of the Ellis plan

where 29 percent of black students were in all-black or

virtually all-black schoolis, 434 F.2d at 1146, n. 9, noting

that each case had to be judged on its own facts. Id. at 1147,

In 1970 the Court of Appeals reversed a district court’s

adoption of an Ellis plan in Alexandria, Louisiana, where

assignment system, then it must do so without variances. Each

student in the system must be assigned to attend the school near-

est his or her home, limited only by the capacity of the school,

and then to the next nearest school.” 423 F.2d at 207-208.

27a

Opinion dated May 22, 1974

60 per cent of the black students were in schools where their

race constituted 90 percent or more of the student body.

The Court of Appeals held that

[t]he end result is that neighborhood zoning in Alex-

andria, Louisiana, leaves the majority of the city’s

Negro students in a virtually segregated school system.

The fact that the plan complies with the requirements |

for a neighborhood system as enunciated by this Court

in [Ellis] does not make the system, constitutionally

palatable unless the plan actually works to achieve

integration.

Valley v. Rapides Parish School Bd., 434 F.2d 144, 145

(5th Cir. 1970).

In a case from Lake Charles, Louisiana, the Court of

Appeals reversed a district judge who had adopted an Ellis

plan, pointing out that

[a]s to ward 3, the Board plan is not up to constitu-

tional standards. In many circumstances the Orange

County approach of neighborhood schools is adequate

to convert a school system from a dual to a unitary

system. But, as Orange County itself makes clear, .. .

each case turns on all of its own facts, including those

peculiar to the particular system.... A plan which

leaves two out of three black children in Lake Charles

in schools all black or substantially so, . . . cannot be

upheld as constitutional.

Conley v. Lake Charles School Board, 434 F.2d 35 (5th Cir.

1970).

However, the Fifth Circuit Court of Appeals has affirmed

the use of the Ellis plan in some circumstances where the

28a

Opinion dated May 22, 1974

result is a substantially desegregated school system. The

Court of Appeals approved the use of an Ellis plan for the

schools of Fulton County, Georgia (excluding Atlanta). In

that case, only 18 percent of the black students attended

all-black schools. While several elementary schools were

largely black in composition, Judge Wisdom pointed out

that “[e]very black student at some point in his school

career will be exposed to complete desegregation. . . .”

Hightower v. West, 430 F.2d 552, 555 (Sth Cir. 1970). There,

[a]s in so many other cases, these majority-black and

all-black schools are the product of residential segre-

gation and, historically, the location of schools to serve

a segregated community.

430 F.2d at 555. The Court of Appeals found several defi-

ciencies in the other plans offered at trial, among them that

“(t]he pairing proposals ... would produce longer walking

distances and busing for these elementary school children.”

Id.

Similarly, the Court of Appeals approved the use of an

Ellis plan in the schools of Anniston and Tuscaloosa. Lee

v. Macon County Bd. of Educ., 429 F.2d 1218, 1222 (5th

Cir. 1970).

The plan proposed by the school boaid in this case does

not precisely fit the Ellis mold. The school assignment has

not been effected by precise and mathematical distance

measuring; some natural and man-made boundaries have

been considered in the process of zoning. However, as this

Court views Ellis, the Ellis plan in its purity is ultimately

designed for the school system which is approaching uni-

tary status and will be drawing its own lines. In such a

situation a strict Ellis plan completely eliminates discre-

29a

Opinion dated May 22, 1974

tion in student assignment, thus eliminating the possibility

of discriminatory student assignment.

However, in this case the plan is under careful judicial

scrutiny. This Court, long familiar with every aspect of

this case, is convinced that where the board plan for ele-

mentary schools deviates from a strict Ellis proximity plan,

the deviation is to maximize, rather than to minimize, de-

segregation; and thus is intended to help meet the consti-

tutional burden which is upon the board.

[6] Therefore, while the school board plan does not

strictly meet the absolute standard of Ellis, any deviation

is for a permissible and proper purpose. Thus, this Court

considers that the principle of Ellis—that neighborhood

schools may be constitutionally proper—may be adopted

by the district court if the line construction is under judicial

scrutiny and the plan adopted effects desegregation of the

complete system.

It is, therefore, necessary to consider whether the school

board plan in this case for elementary schools is consti-

tutionally proper.

The plan in Ellis itself, which the Court of Appeals held

to be “adequate to convert the Orange County school sys-

tem from a dual to a unitary system,” 423 F.2d at 208 n. 7,

provided for substantially less desegregation at the ele-

mentary level than does the school board plan in this ease.

In Ellis, seventy-four percent (74%) of black elementary

pupils attended elementary schools which were at least

ninety-nine percent (99%) black.**

In Ellis, the following elementary schools were at least 99

percent black: Callahan (99 percent); Eccleston (100 percent) ;

Holden Street (99.8 percent) ; Hungerford (100 percent) ; Maxey

(99.7 percent) ; Orange Center (100 percent) ; Richmond Heights

(100 percent) ; Washington Shores (100 percent); Webster Ave-

30a

Opinion datea May 22, 1974

While the school board’s elementary plan here is better

than that in Ellis, which was affirmed, it is also better than

most of the plans which have been modified or reversed by

the Court of Appeals for this circuit. For example, the

Monroe, Louisiana, plan left 85 percent of the black elemen-

tary pupils in all-black schools. 425 F.2d at 1019-1020. The

Clarksdale, Mississippi, plan appears to have left the ele-

mentary schools completely segregated. 433 F.2d at 390.

The Alexandria, Louisiana, plan provided that 60 percent

of the black students were in schools which were 90 percent

or more black. 434 F.2d at 145.

[7] Thus, while the school board’s elementary school

plan does not completely eliminate all predominantly black

schools on the elementary level, the Court is convinced that

considered as a part of a complete system, under the facts

of this case, the school board’s elementary plan is constitu-

tionally acceptable. There are several factors which the

Court considers in arriving at this conclusion.

First, in this system, as Judge Wisdom has pointed out

in another case, “[e]very black student at some point in

his school career will be exposed to complete desegrega-

tion... .” Hightower v. West, 430 F.2d 552, 555 (5th Cir.

1970). Grades seven-twelve of the Montgomery system,

under the board’s plan, are to be completely desegregated.*"

nue (99 percent); and Wheatley (100 percent). A total of 6,376

black students attended those schools, out of a total black ele-

mentary school population of 8,628. Thus, 74 percent of all black

elementary pupils in Orange County attended schools at least 99

percent black.

*? The board’s junior high plan would keep only 18 percent of

the black junior high school students in schools 80 percent or

more black [excluding Montgomery County High School], and no

high school student would be in a school more than 43 percent

black [excluding Montgomery County High School].

3la

Opinion dated May £2, 1974

Second, the system as a whole will be desegregated. All

of the other five indicia of a unitary school system have

heen completely met in this school system. Six members

of the Court of Appeals, concurring specially in an en

banc case, have recently affirmed the proposition that nor-

mally the system as a whole is examined for purposes of

determining whether the system is unitary; individual

schools are not looked to for that purpose. United States

v. Texas Education Agency, 467 F.2d 848, 888 (5th Cir.

1972) (en banc). In Montgomery County, Alabama, there is

system-wide desegregation of all six facets and indicia of

school desegregation.

Third, in the Fulton County, Georgia, case, the Fifth

Circuit wrote of “the value of assigning young children to

nearby schools ... .” Hightower v. West, 430 F.2d 552,

556 (5th Cir. 1970). It cannot be denied that there is

value in having elementary children attend schools near

their homes. Recognition of this benefit of neighborhood

elementary schools does not constitute abandonment of

the goal of desegregation as required by the United States

Constitution. If a neighborhood elementary school system

ean be effected without a sacrifice of constitutional stan-

dards, then such a plan should be adopted.

All factors considered, the neighborhood elementary

schoo] system proposed by the board is constitutionally

adequate to effect desegregation under the facts of this

ease. This Court is convinced that to adopt the plans

proposed by plaintiffs and plaintiff-intervenors would be

It is conceded by all parties that Montgomery County High

School, which is at the opposite end of the county from the city

schools, cannot be effectively desegregated because of its isolation.

* Judges Brown, Wisdom, Gewin, Goldberg, Dyer, and Simpson.

Opinion dated —

to adopt a fixed racial quota for student population. The

Supreme Court has indicated that not only is the imposi-

tion of racial quotas in schools not required, but a court

may commit reversible error if it requires a fixed racial

ratio in student population. Swann v. Charlotte-Mecklen-

burg Bd. of Edue., 402 U.S. 1, 24, 91 S.Ct. 1267, 28 L.Ed.2d

954 (1971).

B. Junior High Schools

{8] As observed earlier, under the board’s plan the only

junior high school facility that will be over 80 percent

black will be the McIntyre facility. For the reasons pre-

viously noted, it is not feasible to further desegregate the

MeIntyre School in a stable and workable manner. This

school continues to exist as a predominantly black school

through no action on tlie part of the school board. Of the

13 junior high schools to be operated in the Montgomery

system, McIntyre is the only one that comes close to being

racially identifiable. For instance, Houston Hill (a for-

merly all-black school) will be 35 percent black, Goodwyn

will be 34 percent black, Georgia Washington (a formerly

all-black school) will be 31 percent black, Floyd will be 35

percent black, Cloverdale will be 33 percent black, Carver

(a formerly all-black school) will be 39 percent black,

Capitol Heights will be 38 percent black, Baldwin (a for-

merly all-white school) will be 73 percent black, and Bellin-

¢rath (a formerly all-white school) will be 62 percent black.

This is the maximum under the circumstances that exist

in the Montgomery school system that can be required of

the board.

C. Senior High Schools

[9] The defendant board’s plan on the senior high school

level, as observed by the United States in its brief, “ap-

33a

Opinion dated May 22, 1974

pears to be fully acceptable.” As a matter of fact, there is

very little, if any, controversy among the parties as far

as the operation of the senior high schools in the Mont-

gomery system is concerned.** The board proposes that

Carver High be 39 percent black, that Jeff Davis be 38

percent black, that Lanier be 43 percent black and that

Lee be 37%. Such a proposal for the senior high schools

within the system is entirely acceptable.

In summary, every formerly all-white school in the

Montgomery school system will, under the board’s plan, be

substantially desegregated. Several formerly all-white

schools will now be predominantly black. Further, several

formerly all-black schools will become predominantly

white.

V. Generat ConsmperaTions

A. Majority-to-Minority Transfer Rule

[10] The previous orders entered by this Court in this

case required the desegregation of not only the students

but the faculty and staff, transportation, extra-curricular

activities, and facilities and also required, among other

things, a rule that the board allow any student enrolled in

a school where his race is in the majority to transfer to

u school where his race will be in a minority. This ma-

jority-to-minority transfer rule also requires the hoard to

provide transportation for those electing to transfer pur-

suant to this rule. This transfer rule is a viable and effec-

tive doctrine in the Montgomery school system. Based on

a report that was filed with the Court and made a part

* This is with the exception of Montgomery County High

which was not proposed to be desegregated by any of the plans

submitted by the parties by reason of its location in a remote area

of the county.

34a

Opinion dated May 22, 1974

of the records in this case, in December, 1973, over 600

blacks had elected to transfer under the majority-to-minor-

ity transfer rule. The majority-to-minority transfer policy

was incorporated in the order made and entered in this

case in February, ] '70. Upon review of that order, the

United States Cou: of Appeals for the Fifth Circuit in

Carr v. Montgomery County Board, ete., 429 F.2d 382,

directed that this Court’s order be modified “in light of

recent opinions of this court.” In July, 1970, pursuant to

the direction of the Court of Appeals, this Court ordered

that the Montgomery County Board of Education shall

provide transportation, if desired, for students transfer-

ring pursuant to this majority-to-minority transfer policy.

The Court also ordered that students so transferring are

to be given p.iority for space in the schools to which they

transfer,

A majority-to-minority transfer provision in a school

desegregation order is universally recognized by the courts

as a useful tool to accomplish desegregation in a dual

schoo] system. As a matter of fact, the Supreme Court of

the United States in Swann v. Board of Education, supra,

stated:

An optional majority-to-minority transfer provision

has long been recognized as a useful part of every de-

segregation plan. Provision for optional transfer of

those in the majority racial group of a particular

school to other schools where they will be in the mi-

nority is an indispensable remedy for those students

willing to transfer to other schools in order to lessen

the impact on them of the state-imposed stigma of

segregation. In order to be effective, such a transfer

arrangement must grant the transferring student free

35a

Opinion dated May 22, 1974

transportation and space must be made available in

the school to which he desires to move.

The vital importance of the effective operation of the ma-

jority-to-minority transfer has been noted by the Fifth

Circuit in several cases.*® In Cisneros, the en banc court

stated:

An overall amelioration of any possible discrimina-

tion will tend to be accomplished by the use of the

mandatory majority to minority transfer provision of

Swann, supra, 402 U.S. at 36-37, 91 S.Ct. 1267, 28 L.Ed.

2d 554, heretofore ordered by the district court. Such

a provision will guarantee to both races an unfettered

right to attend schools with members of an opposite

race or identifiable ethnic group, and with transporta-

tion provided.

As stated, the Montgomery school board has and con-

tinues to implement a majority-to-minority transfer pro-

vision that complies with every requirement of the existing

school desegregation laws.

B. Biracial Committee

[11] Up until this time, the Montgomery school board

has not operated with the assistance of a biracial committee.

In an order made and entered in this case on March 13,

1974, this Court stated:

An over-all review of the applicable school desegre-

gation decisions rendered since Swann, Green, and

*° Cisneros v. Corpus Christi Independent School District, 467

F.2d 142, 153 (5th Cir. 1972) (en banc); Ellis v. Bd. of Public

Instruction of Orange County, 423 F.2d 203, 206 (5th Cir. 1970) ;

Singleton v. Jackson Municipal Separate School District, 419 F.2d

1211, 1218 (5th Cir. 1970) (en banc).

36a

Opinion dated May 22, 1974

Davis reflects that this Court is now required to give

serious consideration to the appointment of a biracial

committee. The biracial committee is to be constituted

by this Court from names submitted by the parties to

this litigation. The committee is to review the opera-

tion of the Montgomery County transportation system

and the majority-to-minority transfer rule and is to be

charged with responsibility in the area of selecting

school sites. The committee will be authorized to hold

hearings and make recommendations to the school

board in connection with any of these activities.

It is further ordered that within 15 days from this

date each party to this litigation submit to this Court

the names of 20 citizens residing in Montgomery

County, Alabama; one-half of the names submitted

will be black citizens and the other half will be white

citizens; the submission of these names is to be for the

purpose of the Court’s constituting from the names

submitted a biracial committee for the purposes here-

inabove discussed.

The parties have, as directed, submitted the names of citi-

zens to the Court, and the Court has chosen from the names

submitted 15 black citizens and 15 white citizens to con-

stitute the Montgomery County school system’s biracial

committee. A separate order will be made and filed con-

temporaneously with this order designating the citizens

who are to constitute this committee and outlining their

functions and responsibilities. The Chairmanship of the

committee will be rotated each two years with the com-

mittee selecting the chairman to succeed the initial chair-

man being designated by this Court. The membership of

enn ee Geet Oe

37a

Opinion dated May 22, 1974

the committee represents a cross-section of the Montgom-

ery, Alabama, area with regard to race, sex, and ethnic and

economic backgrounds. The Montgomery County Board of

Education will be required to cooperate with the committee

or any of its subcommittees, furnishing any information,

records or documents requested by said committee.

C. Arbitrary Tolerances or Guidelines

As noted earlier, the plaintiffs’ expert witness, Dr. Foster,

and the plaintiff-intervenors’ expert witness, Dr. Winecoff,

instead of evaluating the system as a whole, evaluate each

school within the system independently for the purpose of

arriving at certain conclusions that some schools within

the system continue to be “racially identifiable.” In doing

this, Dr. Foster uses a 15 percent variation or tolerance

and Dr. Winecoff uses a 10 to 15 percent variation or tol-

erance to determine the racial identifiability of elementary

and junior high schools in the Montgomery school system.

These variations are determined on the elementary and

junior high school level on the basis that 48.5 percent of

the total elementary and junior high school students en-

rolled in the system are black. This means that, pursuant

to Dr. Foster’s computation (a similar procedure is fol-

lowed by Dr. Winecoff), any elementary or junior high

school with an enrollment less than 33.5 percent black is

“racially identifiable” as white. If the enrollment is more

than 63.5 percent black, the school, according to Dr. Foster,

is “racially identifiable” as black.

[12] The use of such variances or tolerances is highly

artificial and cannot be applied in the Montgomery County

school system without severely and unnecessarily disrupt-

ing the operation of the system and without severely and

unnecessarily impinging on the educational processes in the

Montgomery school system. The application of such for-

38a

Opinion dated May 22, 1974

mulas must of necessity proceed on the theory that a racial

balance is to be achieved and is required under the law.

Furthermore, the formalistic and mechanical application

of the 15 percent tolerance of Dr. Foster of the 10 to 15

percent tolerance or deviation of Dr. Winecoff gives no

consideration whatsoever to the other indicia in school

desegregation cases such as faculty, transportation, facili-

ties and extra-curricular activities. T’o label schools that

do not fall within these tolerances or deviations as “racially

identifiable” means that, in order not to be “racially iden-

tifiable,” each school within any school system must meet

certain predetermined ratios. As this Court has stated

through the years time and time again, racial balance is

not constitutionally required. The Supreme Court of the

United States in Swann v. Board of Education, supra, em-

phasized this by stating:

[i]f we were to read the holding of the District Court

to require, as a matter of substantive constitutional

right, any particular degree of racial balance or mix-

ing, that approach would be disapproved and we would

be obliged to reverse. The constitutional command to

desegregate schools does not mean that every school

in every community must always reflect the racial com-

position of the school system as a whole.

VI. ConcLusIon

This Court feels an obligation to point out that its ailow-

ance of a neighborhood elementary school system does not

constitute an abandonment by this Court of the goal of

securing to all citizens their rights guaranteed by the Four-

teenth Amendment. This Court has always strived to guar-

antee to all citizens, both black and white, their right to

39a

Opinion dated May 22, 1974

equal protection of the laws. This Court has never balked

at the enforcement of constitutional rights in racial dis-

crimination cases. In the last nineteen years, this Court

has sat in cases in which the constitutional rights of black

citizens had been denied in that blacks were discriminated

against when they sought an equal right to use buses,* air-

ports,*? libraries,** parks,** and YMCA’s.** The Court has

further dealt with racial discrimination in the areas of vot-

ing rights,** jury selection,’ and governmental hiring by

both state ** and federal*® governments, and has also dealt

*! Lewis v. Greyhound Corp., 199 F.Supp. 210 (M.D.Ala. 1961) ;

Browder v. Gayle, 142 F.Supp. 707 (M.D.Ala. 1956), aff'd, 352

U.S. 903, 77 S.Ct. 145, 1 L.Ed.2d 114 (1957).

*? United States v. City of Montgomery, 201 F.Supp. 590 (M.D.

Ala. 1962).

*? Cobb v. Montgomery Library Board, 207 F.Supp. 880 (M.D.

Ala. 1962).

** Gilmore v. City of Montgomery, 176 F.Supp. 776 (M.D.Ala.

1959).

** Smith v. YMCA, 316 F.Supp. 899 (M.D.Ala. 1970), aff'd 462

F.2d 634 (5th Cir. 1972).

** State of Alabama v. Rogers, 187 F.Supp. 848 (M.D.Ala.

1960), aff'd 285 F.2d 430 (5th Cir. 1961); United States v. State

of Alabama, 252 F.Supp. 95 (M.D.Ala. 1965); United States v.

Parker, 236 F.Supp. 511 (M.D.Ala. 1964); United States v. Cart-

wright, 230 F.Supp. 873 (M.D.Ala. 1964); United States v. Pen-

ton, 212 F.Supp. 193 (M.D.Ala. 1962); United States .. State of

Alabama, 192 F.Supp. 677 (M.D.Ala. 1961).

‘7 Penn v. Eubanks, 360 F.Supp. 699 (M.D.Ala. 1973); White

v. Crook, 251 F.Supp. 401 (M.D.Ala. 1966).

*s NAACP v. Allen, 340 F.Supp. 703 (M.D.Ala. 1972), aff'd,

493 F.2d 614 (5th Cir. 1974) ; Strain v. Philpott, 331 F.Supp. 836

(M.D.Ala. 1971); United States v. Frazer, 317 F.Supp. 1079

(M.D.Ala. 1970); 297 F.Supp. 319 (M.D.Ala. 1968).

*? Penn v. Schlesinger, 350 F.Supp. 752 (M.D.Ala. 1973), aff'd,

490 F.2d 700 (5th Cir. 1973), rehearing en bane granted (5th

Cir. 1974).

40a

Opinion dated May 22, 1974

with governmental districting.” In the school field, this

Court has decided cases which involved aid to private

schools,*’ school desegregation on the level of local schools,*

statewide administration,” athletic programs, faculty,®

graduate schools,** and trade schools and junior colleges.”

This Court stands on its record showing its willingness to

protect, where necessary, the constitutional rights of black

citizens against racial discrimination by government off-

cials. This Court has not in the past allowed, and is not

now allowing, the violation of constitutional rights to go

*° Yelverton v. Driggers, 370 F.Supp. 612 (M.D.Ala. 1974).

*' Gilmore v. City of Montgomery, 337 F.Supp. 22 (M.D.Ala.

1972), modified and aff'd, 473 F.2d 832 (5th Cir. 1972), cert.

granted, 414 U.S. 907, 94 S.Ct. 215, 38 L.Ed.2d 145 (1973):

Crenshaw County Private School Foundation v. Connally, 343

F.Supp. 495 (M.D.Ala. 1972), aff'd, 474 F.2d 1185 (5th Cir. 1973) ;

Lee v. Macon County Bd. of Educ., 267 F.Supp. 458 (M.D.Ala.

1967) ; 231 F.Supp. 743 (M.D.Ala. 1964).

** Lee v. Macon County Bd. of Educ., 292 F.Supp. 363 (M.D.

Ala. 1968) ; 289 F.Supp. 975 (M.D.Ala. 1968) ; 276 F.Supp. 859

(M.D.Ala. 1967); 231 F.Supp. 743 (M.D.Ala. 1964); Harris v.

Crenshaw County Bd. of Edue., 259 F.Supp. 167 (M.D.Ala.

1966); Franklin v. Barbour County Bd. of Educ., 259 F.Supp.

945 (M.D.Ala. 1966) ; Harris v. Bullock County Bd. of Educ., 253

F.Supp. 276 (M.D.Ala. 1966); Carr v. Montgomery County Bd.

of Educ., 253 F.Supp. 306 (M.D.Ala. 1966).

** Lee v. Macon County Bd. of Educ., 267 F.Supp. 458 (M.D.

Ala. 1967).

** Lee v. Macon County Bd. of Educ., 283 F.Supp. 194 (MLD.

Ala. 1968).

** Carr v. Montgomery County Bd. of Educ., 289 F.Supp. 647

(M.D.Ala.), aff'd as modified, 400 F.2d 1 (5th Cir. 1968), aff'd

395 U.S. 225, 89 S.Ct. 1670, 23 L.Ed.2d 263 (1969).

** Parker v. Franklin, 223 F.Supp. 724 (M.D.Ala.), aff'd as

modified, 331 F.2d 841 (5th Cir. 1964).

*? Lee v. Macon County Bd. of Educ., 317 F.Supp. 103 (MD.

Ala. 1970), aff'd 453 F.2d 524 (5th Cir. 1971).

4la

Opinion dated May 22, 1974

unremedied. In adopting the school board’s plan providing

for elementary schools under a “neighborhood” system, this

Court in all respects is following the mandate of the Four-

teenth Amendment and has arrived at the conclusions stated

herein upon an evaluation of the Montgomery school sys-

tem as a whole.

* . . °

Opinion dated May 23, 1974 Opinion dated May 23, 1974

TABLE 1 TABLE 2

FACULTY DCSFGREGATION EN EMENTARY,

— 1974-75 Actual Enrollment, March, 1974 Projected Under Board Plan

September Projectrons .

wane of School Black White Black Wie | SCHOOL Bish | White | Iota | 22 Diack | Diack | White | Total %_ Black

1 | Baldwin 18 22 e ? REAR 7s $03 578 12.9% 1m $05 on 27%

2 | tear " 7 - a BELLINGER WiLL ELEM. 108 a2 130 7 186 ry) 229 a

> | peteingee oem 2 ; SELUINGRATIN ELEM. ils a i? 35 iis 190 25 3

: $ U 300K WASH. LEM. 253 1 7 | 235 4 259 cr)

Sotiarom 17 28 18 25 cart WGTS ELEM. 120 cy 309 | 205 ne iv vii s

S | Rooker T. Washingten (Elementary) 6 ? 6 6 caaver a tee. b4o 2 ts had 421 i 423 ”

s Booker T Washington (ir. Mich) 5 6 Te be oo a") 70 iss 25) WZ e) 4 154 27 29

> | Capitol Meignts (E ; i Cy, Tom FEM. 127 oe 90 | __Clesed-asigred te Dalrada sad Wend

ee toy ae 3s s U CHISHOLM FLPM, er) 545 903 iv Oa CS OT

8 | Capito! Heights (ir High) 7 25 15 22 cRunP Elf i ” ) i” n 263 703 “s | 2

9 | Carver (Llementary) 5 19 ? 10 DAISY | | AWRENCE CLEM. 449 -7 4% 48 “5 7 432 8

10 | Carver (ir. Hight ; DALRATDA ELEM. 69 377 oo 106 153 428 sat a

a theme dim, Gan 2 » ba OANNECLY ELF. % | 5 | ion 73 | 236] aa] 720 v2

Lh = 2 25 Lhd 28 Oav's ELEM. 627 “0 ie a7 615 nn 106 a7

12 | Cetoma 3 é ‘ ‘ cun@aa ELEM. i 30 yao av vo ry) mA 7

13 | Chilton 4 ‘ & aleene FPwS ELEM ry 2 rr} a) “wo; oT 99

14 | Chisholm Ti 7” - on Flowtas flee 126 628 4 | te? 169 573 a2 23

as le FivvO Fie. 191 v2 303 Te) 145 v9 467 32

ae 19 27 18 24 FONeST AVENUE ELEW. i” 2e9 “s ws | ln TT er Tae “on

o6 | Comp 1a 16 13 19 Ct GIA WASH. FLEW, 323 ; 26 nn Se ee

La Darsy Lawrence 9 3 7 el COCO* ST. ELEM. 279 1 290 9” [oe eins te ernie fae hantveaoped

38 | Ostveies WaRR'SOn ELEM. 2% CED 7 ty) ios 7] 427 él

36} Ost n 13 a n - = 2 See

- : WAYRY 70 tiem. 89 79 708 % 09 a) 8:86 eee

Danae tty 14 19 10 3 MEO CLEP. 63 : Bo wee: 1:6 415] 6) 26

St _e n 17 nn 7 wie Wan AV. FLEM, 6 Us ae 03 i) 27? ya? 30

a cane a be a = ee ee ee

22 | Dunbar ; 3 > - wiv ANO GAPOENS FL or) 355 oa 375 35 i | 6ue rT)

29 | Gens —_ JuNHSON ELEM. ) 357 ws | 79 175 590 2 rz)

2s |r : * 2° * aks i Oe ee ae wae

— w ” iT 15 tect aF thew [sis S_[ s20_ [a2 OT Comal ith Levrlens

~~. = pane. 17 26 9 29 evitian elf [oa Ties J 30 $e — damn a 2

25 | Forest Avenue ? : ’ ‘ Mato A bE 142 a Se [Cie awigeed to tasters 'y-pass

[26 | Gecryia Washington 2 J wo _. | mOeniNevitw ELEM 13a 407 sa 22 ae Le 22

° : 13 6 = PnTenscd €1eM, “7 Y ’ ) Ses | 24 | 600 "

27 | Goode Street t ? 3 5 Bc Te Row FLED. ez) Ls ee ae 7

120} Goetny 22 32 22 2a Praitiria €lew 298 “| a | 9 | oo [| wl 70 | 9»

29 | Harris « a -" 7 pple Awe tie. is? 491 038 24 2?) oo | #75 ey

»0 Haynesitie Ro Rout : 2 ae. autts af-PASS EL. | ce ee 20

; re 23 15 7 cancabcaas m0 FLEM. 138 a] 297 a8

20 Sones ’ 3 8 ni y TwiAts va | Five | Tae tame Fee Pie see

32 | Wightard Avenue 7 0 ? $

33 | Highian! Gardens 1s 2 1s = 20 Tt a ! x

34 | Houston Hill ® 4 s 33 . Blok Wate | Istal 22 Black Block White | total Xe Blass

95 | defieron Dovis 2 7 wr ee BA! OWI JR. ssa os | 193 467 290 107 97 ”

So oa 61 xe 59 —_— - ,

30 | non 10 ; “a BELLINGRAIH JR. ora 37) | 1.083 |] of | te 39) | 1,089 62

37 ante = : = eck. WASH. OR 221 a 221 =) Consol. wit? Cast Tigts., Crow, wad Mowston Hilt

-— ms 2 30 > Cape WATS. Ja nS we | ite | & a2 ro J] Lin 8

50h te _ 35 o 40 6s caaven Te 334 0 sis | to sa] 545 895 a)

2h Lenetore 3 14 6 » | COVEROALE JR ise | 1,15) | 1,507 a3 ay | 6 | ine |

40 | pectargre wae nae r f.oveo 89 375 aT) Py 78 ‘41 T 3

a_| Mactivton — = 2 Lis javav 80 J® 280 i7 Fu 902 | Consol. “9ith Ficyt and Gonder

— ae ee U ‘ a © WASiNGTON IR. rT?) 9 Teo | 108 37 jan [| 1,39 yi

42 | trades Vark 3 5 Te talent WOOOWYN J@ 29 | 1399 | 19%8 ie $40 | 1.091 | i570 ya

43_ | Monton ory Avea Voc. @an s | ww - a iOUSTON WL ie 37 3e3 85 210 38) 393 35

i on nh Mcintyre

a4 Monte County High aq LOVELESS Je. 353 vy 353 100 Consol wit

Ar a — . * » — 32 MelnTYRe J m 8 409 % 792 14 Boe a)

—_——— 10 » ’ WB TOTALS 439 | 5254 | 9004 TS SI T8783

46 _| Patervan Bim 4 nl iT]

LS? _] Petersen < : n é » an eel Total | % Bleck

pt Se 4 é P ‘ Diack | White | Totot | % Black | Black | White

| lett 0 M4 8 CARVER SR. 958 | we | 499_| oso | 1.099 | 99

59 | Union St. Avea Voc. Center -_ JEFF. OAviS SR aia | ieee | 2000 |. 198 ges | 1426 [2 208 33

10 3 14 17 ee is | 3

$1 Es. (OM Bypass (F tementa-y) LANIER - st 4,200 Ri] = =e —_ 2 ore

moe —= u = = 10 le ite oor | 152?) | 2,108 2 929 | 1500 | 2.489 by

LSS | Vere Seed (Stomentary! - —_ , 12 icy. CO. HIGH SA. m1 el 52 us >) rs) wa m

r os TOTALS 3373 | 4.550 | 7,923 3452 | 4777 | 8.229

d4a

Opinion dated April 11, 1975

ArtaM Carr, Jz, a minor by Arlam Carr and

Johnnie Carr, etce., et al.,

Plaintiff s-A ppellants,

NationaL Epvucation Association, Inc.,

Intervenor,

PeweLorpe ANNE JENKINS, ET AL,

Intervenors-A ppellants,

v.

Montoomery County Boarp or Epucation, et AL., ETC.,

Defendants-A ppellees,

Unrrep States or America,

Amicus Curiae,

No. 74-2633.

United States Court of Appeals,

Fifth Circuit.

April 11, 1975.

Before Gewix, Gotpserc and Dyer, Circuit Judges.

Per Curmum:

We affirm the judgment of the district court for the

reasons set forth in its opinion, 377 F.Supp. 1123 (M.D.

Ala. 1974). The judgment of the district court is attached

as Appendix A. We take note of the history of this liti-

gation as reflected by the opinions of the district court,

this court, and the Supreme Court cited in the district

court’s opinion. The Montgomery County school system

has been under the scrutiny and surveillance of the fed-

eral judiciary for a substantial period of time and such

scrutiny and surveillance will continue.

Affirmed.

ee re ee ee ee Le re ae eee nee

45a

Opinion dated April 11, 1975

APPENDIX A

In tHe Unrrep States District Covurr

FOR THE Mippie District or ALABAMA

NorTHERN Division

Artam Carr, JR., ET AL.,

Plaintiffs,

NationaL Epucation Association, Lwc.;

PeneLore ANNE JENKINS, ET AL.,

Plaintiff-Intervenors,

Unrrep States or AMERICA,

Amicus Curiae,

We

MontcomMery County Boarp or EpvucarTIon, ET AL.,

Defendants.

Civil Action No. 2072-N

JUDGMENT

Pursuant to the findings of fact and conclusions of law

made and entered in a memorandum opinion filed in this

cause this date, it is the order, judgment and decree of

this Court that:

1. The plans presented by the plaintiffs and plaintiff-

intervenors for the further desegration of the Montgomery

County school system be and are hereby rejected.

2. The plan presented by the defendant Montgomery

County Board of Education on January 15, 1974, revised

on March 29, 1974, and modified on May 8, 1974, be and is

hereby approved and ordered implemented.

46a

Opinion dated April 11, 1975

3. The school board’s plan will be implemented forth-

with, with the student assignments to the various schools

within the system to be effective with the commencement

of the 1974-75 school year.

4. The school board will file with the Court on Sep-

tember 15, 1974, and on February 15, 1975, and on said

dates each year thereafter, written reports reflecting the

actual student and teacher assignments, by race, in each

school in the system.

5. The costs incurred in this proceeding be and they

are hereby taxed one-half against the plaintiffs and one-

half against the plaintiff-intervenors.

Done, this the 22nd day of May, 1974.

/8/ Frayx M. Jounson

United States District Judge

Goxpserc, Circuit Judge (dissenting) :

Respectfully, but without equivocation, I dissent.

This suit was brought in 1964 to desegregate the public

schools in Montgomery County, Alabama. Its progress has

been recorded at several stages in opinions by the able

District Judge, by this Court, and by the Supreme Court.

In August, 1973, the district court ordered the parties then

in this ease—the plaintiffs, the defendant School Board,

and the United States—to submit proposals for further

desegregation of the Montgomery County system in light of

' Carr v. Montgomery County Bd. of Educ., M.D

F.Supp. 705; further relief ordered, 1966, 253 F Sapp, 208, og

ther relief ordered, 1968, 289 F.Supp. 647, aff'd, 5 Cir., 400 F 24

1, aff'd, 1969, 395 U.S. 225, 89 S.Ct. 1670, 23 L.Bd.2d 263. further

relief ordered by district court, 1970, [unreported] aff'd with

modifications, 5 Cir. 1970, 429 F2d 382.

47a

Opinion dated April 11, 1975

e

decisions by this Court and the Supreme Court since the

entry in 1970 of the last comprehensive order in the case.

One week later, plaintiffs-intervenors, Jenkins, et al., filed

their motion to intervene, which was granted in February,

1974. During the first four months of 1974, plaintiffs,

plaintiffs-intervenors, and the School Board each prepared

and proposed new pupil assignment plans. Hearings were

held on each plan in April. The School Board amended its

plan in response to prodding from the Rench, and in an or-

der entered May 22, 1974, and opinion reported at 377

F.Supp. 1123, the district court adopted the School Board

plan, as amended, in its entirety. Costs were taxed half

against the plaintiffs and half against the plaintiffs-in-

tervenors.

The plaintiffs, the plaintiffs-intervenors, and the United

States appeal, arguing between them that the district court

erred in adopting the School Board’s plan for the assign-

ment of elementary and junior high school students, that

the School Board assignment plan saddles black elementary

school students with a disproportionate transportation bur-

den, and that costs should have been taxed against the

School Board.

I would hold that the district court should not have

adopted the School Board’s proposed assignment plan for

the elementary grades because it fell short of establishing

a unitary school system, and there was no sufficient find-

ing that no workable alternative could be implemented.

The record indicates additionally that the School Board

plan for the assignment of junior high students, as im-

plemented, fails to comply with constitutional mandates.

According!y, I would remand to the district court for fur-

ther proceedings to develop workable unitary school assign-

ment plans for the elementary and junior high grades.

48a

Opinion dated April 11, 1975

In light of this I would find it unnecessary at the time to

pass on the appellants’ claims of unequal transportation

burdens. I would vacate the district court's award of costs

in favor of the School Board, to permit the entry of an

appropriate award after the further proceedings on remand.

I

Background

For the 1973-74 term, Montgomery County public schools

enrolled 36,016 students, 17,042 (47%) of whom were black,

and 18,974 (53%) white, in some 54 regular schools, or-

ganized along a 1-6, 7-9, 10-12 pattern. The 36 elementary

schools enrolled 18,449 students (9,279, or 50%, black),

the 13 junior high schools, 9,644 (4,390, or 45%, black),

and the 5 high schools 7,923 (3,373, or 43%, black).? All

but 7 of the schools then in use stood within the corporate

limits of the City of Montgomery, and the total county

population is similarly concentrated within the City.

The student population residing in the area of Mont-

gomery County outside the City is predominantly black.

Within the City the student population is predominantly

white: the eastern half of the City is more concentratedly

white; most of the western half is virtually all-black; and

a narrow integrated corridor running North-South bisects

the City. Under the desegregation plan adopted in 1970

and effective in 1973-74, most pupils within the City were

assigned to neighborhood schools. Outside the City, school

children in all but the extreme south of the county* were

*I rely here upon the figures referenced in the district court's

opinion, although the plaintiffs-intervenors assign some minor

inaccuracies thereto.

* These students attended Dunbar Elementary School (1-6),

and Montgomery County High School (7-12), both of which re-

main virtually all-black under all plans proposed to the district

court.

49a

Opinion dated April 11, 1975

organized into “periphery zones.” Most of these “periph-

ery zone” students were bused to schools in the City, and

they made up the majority of the 11,176 students (31%)

bused by the county.‘

Implementation of the neighborhood assignment based

plan adopted in 1970 left a high number of all-one-race or

virtually all-one-race schools. The record discloses that in

the Spring of 1974, 15 elementary schools were 87% or

more black, and 6 were 87% or more white; 6 junior highs

were 94% or more black, another was 85% black, and 1

was 90% white; 1 senior high was 99% black, and another

was 86% black. Responding to these conditions, in its order

below the district court replaced its 1970 plan with the

School Board’s most current proposal. That plan adheres

to the techniques employed in the 1970 plan, and, unlike

the plans suggested by the plaintiffs and plaintiffs-inter-

venors, eschews pairing or clustering of schools.

At the high school level, the School Board plan employs

rezoning and peripheral reassignments to reduce the per-

centages of black students at each City school to 33-48% ;

only Montgomery County High School, in the extreme south

of the County, retains an 87% black student body.’ None

of the appellants question the propriety of this high school

plan, and it requires no further discussion. Rather, this

appeal was brought to test the constitutional sufficiency of

the School Board’s student assignment plans for the ele-

mentary and junior high levels. I will discuss each of the

two educational stages in turn.

‘During the 1973-74 term, some 5,388 elementary school stu-

dents, 3,759 junior high students, and 2,029 senior high students

were bused.

° See Appendix C; see also note 35 infra.

50a

Opinion dated April 11, 1975

II

Elementary School Plan

The plaintiffs and plaintiffs-intervenors each proposed

alternative plans for assignment of ¢lementary school stu-

dents. Each plan aimed at eliminating “racially identifi-

able” schools, defined at the outset by each plan’s architect

as a school whose racial balance varied more than 10-15%

from the racial make-up of the county-wide student body

for that level. Neither plan clung strictly to such statistical

profiles, however, and each left at least one virtually all-

black elementary school.

The plaintiffs’ plan was directed only toward the ele-

mentary schools within the City. It generally retained the

zone lines drawn by the School Board, but changed assign-

ment patterns within those zones through pairing and clus-

tering, and some modification of peripheral assignments,

to reach a 24-66% black concentration in each city school.

The district court calculated that implementation of the

plaintiffs’ plan would require reassignment of 43% of the

elementary school population and additional transportation

of 28% of the elementary student body. The district court

concluded that the plaintiffs’ plan was designed “for the

sole purpose of attaining a strict racial balance in each

elementary school involved,” 377 F.Supp. at 1129, and that

the increased busing, large scale reassignment of students

and teachers, and the “fracturization of grade structure”

inherent in pairing and clustering, “be disruptive to the

educational processes and would place an excessive and

unnecessarily heavy administrative burden on the school

system.” Id.

The plaintiffs-intervenors proposed a more complicated

overhaul of elementary school assignments. Their plans

5la

Opinion dated April 11, 1975

abandoned the School Board zone lines, replacing them with

two sets of new zones: one set of strip zones, running gen-

erally North-South, for grades 1-3; another set of strip

zones, running generally East-West, for grades 4-6. Utiliz-

ing this basic network the plaintiffs-intervenors offered

two possible plans. The simpler plan merely assigned stu-

dents to the school within their proposed contiguous zone.

This left 400 black students in grades 4-6 in a school 81%

black, and 2233 of the black primary grade 1-3 children in

schools 84% or more black. The plaintiffs-intervenors’

alternative, and preferred, plan retained their grade 4-6

zone pattern and the single 81% black school, but added

satellite zoning to the primary grade assignments, reduc-

ing to 402 the total of black students in one 84% black

primary school. The plaintiffs-intervenors’ plan offered

transportation advantages over the plantiffs’ plan, requir-

ing additional busing for only 11% of the elementary school

students, according to the district court. There was evi-

dence that the plaintiffs-intervenors’ plan would prove the

more likely thwarted in practice, however, and the district

court found that implementation of either of the plaintiff-

intervenors’ plans would involve reassignment of 60-70%

of all of the elementary school population. The district

ecurt entered no specific findings as to the workability of

the plaintiffs-intervenors’ plans.

The School Board plan adopted by the district court for

the assignment of elementary school children furthers de-

segregation by closing 5 previously virtually all-black ele-

mentary schools and assigning some pupils from these

schools to predominantly white schools, and by reassigning

some 400 black students at another virtually all-black school

to 4 predominantly white schools. Under this plan, how-

ever, 55% of the black students were projected to be en-

eT RT ee

52a

Opinion dated April 11, 1975

rolled at elementary schools 87% or more black, and 44%

were expected to attend elementary schools 93% or more

black. The statistics showing actual enrollment as of Sep-

tember 15, 1974, demonstrate that the true profiles are

slightly worse.’ Under the School Board plan no white

elementary school students were reassigned to a school

that would remain predominantly black. The School Board

estimated that its elementary school plan would produce

a significant net reduction of transportation.

A

Unitary School System

As the Supreme Court established in Green v. School

Bd. of New Kent County, 1968, 391 U.S. 430, 436, 88 S.Ct.

1689, 1693, 20 L.Ed.2d 716, 722, “The transition to a uni-

tary, nonracial system of public education . . . is the ulti-

mate end to be brought about” in school desegregation

eases. In this pursuit the school authorities and district

court “will . . . necessarily be concerned with the elimina-

tion of one-race schools.” Swann v. Charlotte-Mecklenburg

Bd. of Educe., 1971, 402 U.S. 1, 26, 91 S.Ct. 1267, 1281, 28

L.Ed.2d 554, 572. The district court, relying on Ellis v.

Board of Public Instruc. of Orange County, 5 Cir. 1970,

423 F.2d 203 (Ellis 1), concluded, however, that the per-

sistence of virtually all-black elementary schools in Mont-

gomery County under the School Board’s “neighborhood

assignment” plan did not prevent that system from reach-

ing the unitary status mandated by Green. I disagree.

* See Appendix A & note 37 infra.

53a

Opinion dated April 11, 197%

Ellis I approved, as modified,’ a student desegregation

plan for Orange County, Florida, which was based on

neighborhood school assignments and ieft several virtually

all-black schools. We held that “[u]nder the facts of this

case, it happens that the school board’s choice of a neigh-

borhood assignment system is adequate to convert the Or-

ange County school system from a dual to a unitary sys-

tem.” 423 F.2d at 208, n. 7. Ellis I did not, however,

automatically sanctify any “neighborhood school” student

assignment plan which placed the same percentages of stu-

dents in fully integrated schools. Rather, as we explicitly

cautioned,

There are many variables in the student assignment

approach necessary to bring about unitary school sys-

tems. The answer in each case turns, in the final anal-

ysis, as here, on all of the facts including those which

are peculiar to the particular system.

423 F.2d at 208, n. 7. This passage has become a refrain

in our school desegregation decisions.’ Indeed, our school

desegregation cases are too numerous, their facts, figures,

and conditions too particular, and our remedies too flexibly

fashioned, to lend themselves to a simple sorting into neat

rows. But I believe that the weight of our pre-Swann

decisions adopting and adapting the neighborhood assign-

ment approach of Lillis I do not permit us to certify the

School Board’s plan for Montgomery as the achievement

* The district court’s opinion below, 377 F.Supp. at 1137 n.36,

erroneously reads the Ellis I opinion as approving the degree of

desegregation under the Orange County plan without modifica-

‘tion.

* See, e.g., Henry v. Clarksdale Mun. Sep. Sch. Dist., 5 Cir.

1970, 433 F.2d 387, 390; Andrews v. City of Monroe, 5 Cir. 1970,

425 F.2d 1017, 1019.

i a i a ak aa

54a

Opmmion dated April 11, 1975

of a unitary system.’ As we concluded in Allen v. Board of

Public Instruc. of Broward County, 5 Cir. 1970, 432 F.2d

362, “In the conversion from dual school systems based

on race to unitary school systems, the continued existence

of all-black or virtually all-black schools is unacceptable

where reasonable alternatives exist.” 1°

Even were the School Board’s plan adequate to achieve

a unitary school system under Ellis J and the cases im-

mediately following it, however, I think it manifest that the

School Board’s plan cannot stand after Swann, Davis v.

Board of School Comm’rs of Mobile County, 1971, 402 U.S.

33, 91-S.Ct. 1289, 28 L.Ed.2d 577, and Keyes v. School Dis-

trict No. 1, 1973, 413 U.S. 189, 93 S.Ct. 2686, 37 L.Ed.2d 548.

Swann shed new light on the constitutional requisites in

school desegregation cases, and since Swann we have re-

fused to accept mere compliance with our decision in Ellis I

as the mark of a school board plan’s constitutional suffi-

* See, e.g., Ross v Eckels, 5 Cir. 1970

See, e9., . Eckels, , 4384 F.2d 1140, ;

denied, 1971, 402 U.S. 953, 91 S.Ct. 1614, 29 L.Ed.2d 123; Valley

School Bd., 5 Cir. 1970, 434 F.2d 35. AN]

. ’ 3 .2d 35; en v. Board i

ae. of Broward County, 5 Cir. 1970, 432 Fd + peony

denied, 1971, 402 U.S. 952, 91 S.Ct. 1609, 1612, 29 L.Ed.2a 193.

ate y. Dade County School Bd., 5 Cir. 1970, 434 Fd 1151)

Bradley v. Board of Public Instruc. of Pinellas County, 5 Cir.

*® Quoted with approval in Boyki

5 Cir. 1972, 457 F.2d 1 091, 1 cox’ ins v. Fairfield Bd. of Educ.,

50a

Opinion dated April 11, 1975

ciency. Indeed, we held Ellis v. Board of Public Instruc.

of Orange County, 5 Cir. 1972, 465 F.2d 878, cert. denied,

1973, 410 U.S. 966, 93 S.Ct. 1438, 35 L.Ed.2d 700 (Ellis IT),

that the school board was obliged to desegregate each all-

black school remaining in Orange County under our prior

holding."' See also Dandridge v. Jefferson Parish School

Bd., 5 Cir. 1972, 456 F.2d 552, 554," cert. denied, 1972, 409

U.S. 978, 93 S.Ct. 306, 34 L.Ed.2d 240.

The concentration of black students in virtually ail-black

schools contradicts the assertion that the School Board’s

plan for Montgomery establishes a unitary school system

under these controlling standards. Compare, e. g., Swann,

supra; Davis, supra; Ellis II, supra; Flax v. Potts, 5 Cir.

1972, 464 F.2d 865, 869, cert. denied, 1972, 409 U.S. 1007,

93 S.Ct. 433, 34 L.Ed.2d 299 (middle schools, high schools) ;

Dandridge v. Jefferson Parish School Bd., 5 Cir. 1972, 456

F.2d 552, cert. denied, 1972, 409 U.S. 978, 93 S.Ct. 306, 34

L.Ed.2d 240; cases cited, note 9 supra; see also Keyes v.

School Dist. No. 1, 1973, 413 U.S. 189, 199, n. 10, 93 S.Ct.

2686, 2692, 37 L.Ed.2d 548, 558. The teaching of Swann

and Keyes is that no school which reflects vestigial dis-

crimination through its virtually single-race student body

ean be omitted from a desegregation plan unless inclusion

is unworkable; where desegregation is possible we can

1! We found the Orange County system could be unitary, how-

ever, although two elementary schools, to which 7% of the sys-

tem’s black elementary students were assigned, continued with

79% black enrollments, where 14% of the system’s black students

had employed the majority to minority transfer program.

1? Compare Lee v. Macon County Bd. of Educ. (Anniston), 5

Cir. 1973, 483 F.2d 244 (post-Swann), with Lee v. Macon County

Bd. of Educ. (Anniston), 5 Cir. 1970, 429 F.2d 1218 (pre-Swann).

But cf. Lee v. Macon County Bd. of Educ. (Troy), 5 Cir: 1973,

475 F.2d 748 (apparently denying interim relief only).

56a

Opinion dated April 11, 1975

tolerate no abandonment of some given portion of students

locked into a uniracial educational experience.

In appraising a school board’s plan we are, of course,

attentive to conditions other than racial concentrations. I

cannot agree, however, with the suggestion that compliance

with the remaining five of the six requirements established

in Green v. School Board of New Kent County, 1968, 391

U.S. 430, 435, 88 S.Ct. 1689, 1693, 20 L.Ed.2d 716, 722—

“faculty, staff, transportation, extra-curricular activities

and facilities’—can immunize the School Board’s plan.**

So to conclude would ignore that “lijn Green the court

spoke in terms of the whole system,” Ellis I, 423 F.2d at

204, and would disregard the recognition that student as-

signment is the most important single aspect of a desegre-

gated school system. Our cases have always required com-

pliance with all six particulars. The School Board addi-

tionally argues that the secondary schools in Montgomery

County are desegregated, and points out that we have taken

note of thorough integration at the secondary level, in

some cases approving assignment plans which left some

all-black primary schools. See Lee v. City of Troy Bd.

8 See 377 F.Supp. at 1138. I assume arguendo that the Board

plan complies with the remaining five benchmarks enumerated in

Green.

'* See, e.g., Ellis II, supra; Valley v. Rapides, 5 Cir. 1970, 434

F.2d 144; Allen v. Board of Public Instruc. of Broward County,

5 Cir. 1970, 432 F.2d 362, cert. denied, 1971, 402 U.S. 952. 91

S.Ct. 1609, 1612, 29 L.Ed.2d 123; Pate v. Dade County School

Bd., 5 Cir. 1970, 434 F.2d 1151, cert. denied, 1971, 402 U.S. 953,

91 S.Ct. 1613, 29 L.Ed.2d 123; Henry v. Clarksdale Mun. Sep.

School Dist., 5 Cir. 1970, 433 F.2d 387 ; Bradley v. Board of Pub-

lie Instrue. of Pinellas County, 5 Cir. 1970, 431 F.2d 1377, cert.

denied, 1971, 402 U.S. 943, 91 S.Ct. 1608, 29 L.Ed 2a 111; City of

Monroe v. Andrews, 5 Cir. 1970, 425 F.2d 1017. See generally

Singleton v. Jackson Mun. Sup. School Dist., 5 Cir. (en banc)

1970, 419 F.2d 1211.

57a

Opinion dated April 11, 1975

of Educ., 5 Cir. 1970, 432 F.2d 819, 822; Hightower v. West,

5 Cir. 1970, 430 F.2d 552, 555. This argument also fails

here. Even assuming arguendo that the secondary schools

in Montgomery County were fully integrated, we would as

in the pre-Swann cases relied upon by the School Board,

attach little weight to that consideration. Moreover, as it

has become quite clear, “(T]his court has, with limited

exceptions [not applicable here] disapproved of school

board plans which exclude a certain age grouping from

school desegregation.” Arvizu v. Waco Indep. School Dist.,

5 Cir. 1974, 495 F.2d 499, 503."° In the light of Swann and

our developed case law, it is manifest that the progressive

integration of Montgomery’s high schools is no excuse for

the continued failure to desegregate at the elementary

level.**

In sum, a neighborhood school assignment plan may be

adequate if it establishes a unitavy school system; but

such assignment is not “per se adequate.” Davis v. Board

of School Comm’rs of Mobile County, 1971, 402 U.S. at 37,

91 S.Ct. at 1292, 28 L.Ed.2d at 581. A review of the cir-

cumstances of the Montgomery County system, particularly

** In some cases it may prove necessary to avoid transportation

of school children of very tender age, see generally Swann, 402

U.S. at 31, 91 S.Ct. at 1283, 28 L.Ed.2d at 575; Cisneros v. Corpus

Christi Indep. School Dist., 5 Cir. (en bane) 1972, 467 F.2d 142,

153, cert. denied, 1973, 413 U.S. 922, 93 S.Ct. 3052, 37 L.Ed.2d

1044. But such exceptions are carefully limited, see, e.g., Flax

v. Potts, 5 Cir., 1972, 464 F.2d 865, 869, cert. denied, 1972, 409

U.S. 1007, 93 S.Ct. 433, 34 L.Ed.2d 299; Lockett v. Board of

Edue. of Museogee County School Dist., 5 Cir. 1971, 447 F.2d

472, 473; ef. Lee v. Macon County Bd. of Edue., 5 Cir. 1973, 475

F.2d 748 (apparently denying interim relief only).

%®In cases where racially identifiable primary schools cannot

feasibly be eradicated, of course, a district court should endeavor

particularly to insure that students from such schools will gradu-

ate to fully integrated schools.

58a

Opinion dated April 11, 1975

the concentration of black elementary students in virtually

all-black schools, reveals that the School Board plan ap-

proved by the district court was insufficient to achieve a

unitary school system as required under Green and Swann.

Such a plan can stand only if its lack of unitary status

is not attributable to state action, or if no further remedy

is workable.

B

Residential Patterns

The district court declined to require further desegrega-

tion of the remaining virtually all-black elementary schools

in Montgomery County, in part because it considered the

persistence of those schools to be “a result of residential

patterns and not of the school board’s action—either past

or present.” 377 F.Supp. at 1132. Because the district

court’s opinion offers no supporting discussion, it is un-

clear whether the district court believed that the present

existence of virtually all-black schools could be laid in part

to residential patterns established during the period of

statutory school segregation yet not induced by that state

action, or that the development of racially identifiable

neighborhoods since the onset of efforts to integrate the

schools had precipitated the virtually all-black schools.’7

In either event, I think the district court erred in its legal

determination.

Aware that “[p]eople gravitate toward school facilities,

just as schools are located in response to the needs of

people,” the Supreme Court has recognized that

7 The record discloses that of the 11 elementary schools which

retain a projected black population over 80% under the School

Board’s “neighborhood assignment” plan, 8 (all but Bellinger

Hill, Davis, and Pintlala) had been black schools before 1970.

59a

Opinion dated April 11, 1975

[t]he location of schools may .. . influence the patterns

of residential development of a metropolitan area and

have important impact on composition of inner-city

neighborhoods.

In the past, choices in this respect have been used

as a potent weapon for creating or maintaining a state-

segregated school system.

Swann, 402 U.S. at 20, 21, 91 S.Ct. at 1278, 28 L.Ed.2d at

569.

Moreover,

[A] connection between past segregative acts and pres-

ent segregation may be present even when not appar-

ent and .. . close examination is required before

concluding that the connection does not exist. Inten-

tional school segregation in the past may have been

a factor in creating a natural environment for the

growth of further segregation.

Keyes, 413 U.S. 189, 211, 93 St.Ct. 2686, 2699, 37 L.Ed.2d

548, 565.

Accordingly, the Swann Court held that while

the existence of some small number of one-race, or vir-

tually one-race, schools within a district is not in and

of itself the mark of a system that practices segrega-

tion by law [,] .. . in a system with a history of seg-

regation the need for remedial criteria of sufficient

specificity to assure a school authority’s compliance

with its constitutional duty warrants a presumption

against schools (hat are substantially disproportionate

in their racial composition. Where the school author-

ity’s proposed plan for conversion from a dual to a

unitary system contemplates the continued existence

of some schools that are all or predominantly of one

60a

Opinion dated April 11, 1975

race, they have the burden of showing that such as-

signments are genuinely nondiscriminatory. The court

should scrutinize such schools, and the burden upon

the school authorities will be to satisfy the court that

their racial composition is not the result of present or

past discriminatory action on their part.

Swann, 402 U.S. at 26, 91 S.Ct. at 1281, 28 L.Ed.2d at 572.

The School Board may satisfy its burden “only by showing

that its past segregative acts did not create or contribute

to the current segregated condition of . . . [particular]

schools.” Keyes, 413 U.S. at 211, 93 S.Ct. at 2699, 37

L.Ed.2d at 565.

There is no evidence to support a conclusion that the

existence of virtually all-black neighborhood elementary

schools, so far as they derive from residential patterns

etched before school desegregation, is innocent of past dis-

criminatory action by the School Board. The opinion below

lacks the detailed factual findings by the district court which

should reflect the “close scrutiny” required under Swann

and Keyes, and the record bears no evidence to support the

conclusion that the link between past ind present segrega-

tion has been severed. While there is much evidence of

the residential separations between whites and blacks in

Montgomery, which in some cases shows that those pat-

terns are not new, evidence of this sort is insufficient to

overcome the presumption established in Swann connect-

ing the development of persistently segregated residential

patterns with state-mandated school segregation. See also

Dandridge v. Jefferson Parish School Bd., 5 Cir, 1972, 456

F.2d 552, cert. denied, 1972, 409 U.S. 978, 93 S.Ct. 306, 34

L.Ed. 240. —

These principles establish equally well that racial segre-

gation in the Montgomery County elementary schools can-

6la

Opinion dated April 11, 1975

not be excused on the ground that segregated residential

patterns of some neighborhoods from which the one-race

neighborhood schools draw have crystallized as the result

of population shifts by private residents since the court’s

initiation of school desegregation. Such an argument has

previously been rejected by this Court.’* To be sure, the

Supreme Court has made clear that after a school system

attains unitary status, ’

the communities served by such [a system may not]

remain demographically stable [;] ... in a growing,

‘mobile society, few will do so. Neither school authori-

ties nor district courts are constitutionally required

to make year-by-year adjustments of the racial compo-

sition of student bodies once the affirmative duty to

desegregate has been accomplished and racial discrimi-

nation through official action is eliminated from the

system.

Swann, 402 U.S. at 31-32, 91 S.Ct. at 1283, 28 L.Ed.2d at

575.

But in Montgomery a unitary system has never been

achieved, for “[t]he vestiges of state-imposed segregation

[have not] been eliminated from the assignment of elemen-

tary school students,” Flax v. Potts, 5 Cir. 1972, 464 F.2d

865, 868, cert. denied, 1972, 409 U.S. 1007, 93 S.Ct. 433, 34

L.Ed.2d 299, as required under Swann."*

8 See Flax v. Potts, 5 Cir. 1972, 464 F.2d 865, 868, cert. denied,

1972, 409 U.S. 1007, 93 S.Ct. 433, 34 L.Ed.2d 299; ef. Boyd v.

Pointe Coupee Parish School Bd., 5 Cir. 1974, 505 F.2d 632;

Hereford v. Huntsville Bd. of Educ., 5 Cir. 1974, 504 F.2d 857;

Adams v. Rankin, 5 Cir. 1973, 485 F.2d 324.

9 Cf. Ellis v. Board of Public Instruc. of Orange County, 5

Cir. 1972, 465 F.2d 878, 879-80, cert. denied, 1973, 410 U.S. 966,

62a

Opinion dated April 11, 1975

C

Remedy

Because the School Board’s proposed elementary school

plan falls short of achieving a unitary system, and this

failing cannot be attributed solely to private action, the

district court should have ordered an appropriate alterna-

tive plan. As we have said before Swann and reiterated

after, “[i]n the conversion from dual school systems based

on race to unitary school systems, the continued exist-

ence of all-black or virtually all-black schools is unaccept-

able where reasonable alternatives exist.” ”°

The district court discarded the plans proposed by the

plaintiffs and plaintiffs-intervenors, after determining that

they aimed at balancing black/white student populations

on abstract ratios, rather than simply creating a unitary

assignment plan. Although the plaintiffs and plaintiffs-

intervenors protest that their use of ratios as indicators

of residually discriminatory school assignments remained

93 S.Ct. 1438, 35 L.Ed.2d 700 (Ellis II) ; Dandridge vy. Jefferson

Parish School Bd., 5 Cir., 1972, 456 F.2d 552, 554, cert. denied,

1972, 409 U.S. 978, 93 S.Ct. 306, 34 L.Ed.2d 240. Moreover, there

is even some indication of Montgomery County School Board

action since the onset of court-ordered desegregation which may

tend to perpetuate the dual system. As the district court found

at a prior stage in this litigation, the location and extent of con-

struction and expansion of elementary and secondary schools in

Montgomery County have “been designed to perpetuate, and have

the effect of perpetuating, the dual school system.” Carr. v.

Montgomery County Bd. of Educ., M_D.Ala. 1968, 289 F.Supp.

647, 652. See generally, Swann, 402 US. at 18-21, 91 S.Ct. at

1277, 28 L.Ed.2d at 568-70; cf. Keyes, 413 U.S. at 201-05, 93 S.Ct.

at 2694-2695, 37 L.Ed.2d at 559-61.

° Allen v. Board of Educ. of Broward County, 5 Cir. 1970, 432

F.2d 362, 367, cert. denied, 1971, 402 U.S. 952, 91 S.Ct. 1609,

1612, 29 L.Ed.2d 123, quoted in Boykins v. Fairfield Bd. of Educ.,

5 Cir. 1972, 457 F.2d 1091, 1095.

63a

Opinion dated April 11, 1975

within the bounds approved by the Supreme Court in

Swann, 402 U.S. at 22-25, 91 S.Ct. at 1279-1280, 28 L.Ed.2d

at 570-72, I would not hold that the district court abused

its discretion in choosing not to follow those plans. Nev-

ertheless, the elimination of those proposals did not re-

lieve the district court of its duty to exercise its “broad

power to fashion a remedy that will assure a unitary

school system,” and to “make every effort to achieve the

greatest possible degree of actual desegregation and .. .

[eliminate] one-race schools.” Swann, 404 U.S. at 16, 26,

91 S.Ct. at 1281, 28 L.Ed.2d at 567, 572. Upon determin-

ing that none of the alternatives presented was satisfac-

tory, the district court should have held further proceed-

ings to forge a workable and effective plan. See Cisneros

v. Corpus Christi Indep. School] Dist., 5 Cir. (en banc) |

1972, 467 F.2d 142, 152, cert. denied, 1973, 413 U.S. 922,

93 S.Ct. 3052, 37 L.Ed.2d 1044. The district court should

support its failure so to proceed only by a conclusion

that no further desegregation of the elementary school

population was workable on any plan.

The School Board has consistently maintained that no

workable means exists for increasing desegregation in the

elementary schools, and the district court agreed, finding

“that the remaining predominantly black schools cannot

be effectively desegregated in ‘a practical and workable

manner’ and that the School Board plan achieved ‘the

greatest possible degree of actual desegregation, taking

into account the ‘practicalities of the situation.’” 377 F.

Supp. at 1135. These conclusions are drawn on insuff-

cient or improper factual considerations, however, and are

thus inadequate as a matter of law. |

The district court reasoned that any further elementary

school desegregation would require cross-busing of black

and white students which “would not, under the circum-

64a

Opinion dated April 11, 1975

stances of this case, accomplish any realistically stable

desegregation.” 377 F.Supp, at 1132. The opinion car-

ries no discussion or subsidiary findings to explain its

concern with the stability of desegregation. Apparently

the district court was persuaded by the School Board’s

attempt” to demonstrate that busing of white children

into black neighborhoods to attend traditionally black

schools would in many cases be met with withdrawal of

white students from those schools. But it is well settled

that the threat of “white flight,” however likely, cannot

validate an otherwise insufficient desegregation remedy."

To the extent that it considered white flight as a factor re-

quiring the moderation of desegregation otherwise to be

ordered, the district court was in error.

The opinion below does not sufficiently explicate the re-

maining factors (other than stability) that the district

court appraised and the reasoning it followed in deter-

mining that no further elementary school desegregation

was feasible beyond that suggested by the School Board.

The district court simply specified the totals of children

to be reassigned and the number of students to be newly

*! The district court also forecast that the lans of i

. . J . t 4

tiffs and plaintiffs-intervenors would provide cake “an nee

unstable desegregated system.” 377 F.Supp. at 1131,

** See, e.g., Transcript, April 24, 1974, at 240,

*3 See, ¢.g., Monroe v. Board of Commissioners of Cj

son, 1968, 391 U.S, 450, 459, 88 S.Ct. 1700, 1704, ~A ‘Lhase ae

739; Lee v. Macon County Bd. of Edue. (Marengo), 5 Cir, 1972.

465 F.2d 369; United States v. Hinds County School Bd 5 Cir.

1969, 417 F.2d 852, 858, cert. denied, 1970, 396 U.S. 1032. 90 S.Ct

612, 24 L.Ed.2d 531; Lee v. Macon County. Bd. of Edue (Pick.

ens), M.D.Ala, (3 judge) 1970, 317 F.Supp. 95, 98-99. Cf. eg

Boyd v. Pointe Coupee Parish School Bd. 5 Cir, 1974, 505° Fd

632; Hereford v. Huntsville Bd. of Edue., 5 Cir, 1974, 504 F.2d

857; Adams v, Rankin, 5 Cir. 1973, 485 F2d 394.

65a

Opinion dated April 11, 1975

bused under the plaintiffs’ and plaintiffs-intervenors’ plans ;

observed without any specific findings that busing would

involve a substantial increase in the time and distance that

students would have to travel to school; and then concluded

that the plaintiffs’—but not the plaintiffs-intervenors’—

plan “would be disruptive to the educational processes and

would place an excessive and unnecessarily heavy admin-

istrative burden on the school system.” These findings are

an inadequate foundation on which the rest either a deter-

mination of the unworkability. of the proposed plans or a

conclusion that no improvement of the Board’s solution

could be obtained. Nor does the face of the record reveal

any inherent obstacle to the progress of all further desegre-

gation in Montgomery through the instruments of zoning,

pairing, and busing. Each of these tools has been approved

in Swann, 402 U.S. at 27-29, 91 S.Ct. at 1281-82, 28 L.Bd.2d

at 573-74, and Cisneros v. Corpus Christi Indep. School

Dist., 5 Cir. (en bane) 1972, 467 F.2d 142, 152-53, cert. de-

nied, 1973, 413 U.S. 922, 93 S.Ct. 3052, 37 L.Ed.2d 1044, and

repeatedly utilized in this circuit.

We have, where necessary, required both rezoning** and

pairing or clustering;** and while pairing may not be the

*4 See, e.g., Conley v. Lake Charles School Bd., 5 Cir. 1970, 434

F.2d 35, 39-41; Valley v. Rapides Parish School Bd., 5 Cir. 1970,

434 F.2d 144, 147; Pate v. Dade County School Bd., 5 Cir. 1970,

434 F.2d 1151, 1158, cert. denied, 1971, 402 U.S, 953, 91 S.Ct.

1613, 29 L.Ed.2d 123; Bradley v. Board of Publie Instrue. of

Pinellas County, 5 Cir. 1970, 431 F.2d 1377, 1381-83, cert. denied,

1971, 402 U.S. 948, 91 S.Ct. 1608, 29 L.Ed.2d 111. See also

Wright v. Board of Public Instrue. of Alachua County, 5 Cir.

1970, 431 F.2d 1200,

*5 See, e.g., Weaver v. Board of Public Instrue. of Brevard

County, 5 Cir. 1972, 467 F.2d 473, cert. denied, 1973, 410 U.S.

982, 93 S.Ct. 1498, 36 L.Ed.2d 177; Flax v. Potts, 5 Cir. 1972,

464 F.2d 865, 868-69, cert. denied, 1972, 409 U.S, 1007, 93 S.Ct.

433, 34 L.Ed.2d 299; Ross v. Eckels, 5 Cir. 1970, 434 F.2d 1140,

66a

Opinion dated April 11, 19765

remedy of first resort,** we have said and repeated that

“where all-black or virtually all-black schools remain under

a zoning plan, but it is practicable to desegregate some or

all of the black schools by using the tool of pairing, the

tool must be used.” *’ The record, insofar as it reveals the

administrative practicalities associated with rezoning and

pairing or clustering, does not appear to preclude the im-

position of all measures beyond those desired by the School

Board. The record fails to indicate in any way how Mont-

gomery’s situation differs from the conditions existing in

any of the many other school districts in which we have

specified that these measures be employed. Indeed, exami-

nation of the record suggests the feasibility of their util-

ization in several instances," Accordingly, I would hold

1148, cert. denied, 1971, 402 U.S, 953, 91 S.Ct. 1614, 29 L.Ed.2d

123; Henry v. Clarksdale Mun. Sep. School Dist., 5 Cir, 1970,

433 F.2d 387, 394-95; Allen vy, Board of Public Instrue, of Brow-

ard County, 5 Cir, 1970, 482 F.2d 362, 367-71 (citing additional

cases), cert, denied, 1971, 402 U.S, 952, 91 S.Ct. 1609, 1612, 29

Ed.2d 123, See also Miller v. Board of Educ. of Gadsden, 5 Cir,

: z3, = pe ae as v. Fairfield Bd. of Edue., 5 Cir.

, . ; Andrews v. City of 0 i

1970, 425 F.2d 1017, '1021, lpetiivecstvaialo

*© Allen v. Board of Public Instrue, of Broward County, 5 Ci

1970, 432 F.2d 362, 367, cert. denied, 1971, 402 U.S, 959.91 S.Ct.

1609, 29 L.Ed.2d 123, quoted in Flax vy. Potts, 5 Cir. 1972, 464

ko pho i” denied 1972, 409 U.S. 1007, 93 S.Ct. 433, 34

4Ed.2d 299, an oykins v. Fairfield Board of Educ. i

1972, 457 F.2d 1091, 1095, See oe

*7 See Cisneros vy. Corpus Christi Indep. School Dist., 5 Ci

(en bane) 1972, 467 F.2d 142, 153, cert. denied, 1973. 418 US

922, 93 S.Ct. 3052, 37 L.Ed.2d 1044; Conley vy, Lake Charles

School Bd:, 5 Cir. 1970, 434 F.2d 35, 39.

a regard to the initial administrative difficulties associated

with re-zoning and pairing, we emphasize “lt]he fact that a

temporary, albeit difficult, burden may be placed on the School

Board in the initial administration of the plan . . . does not

Justify in these circumstances the continuation of a less than

67a

Opinion dated April 11, 1975

that the district court erred in approving the School Board

plan, and remand the cause for implementation of a con-

stitutionally sufficient plan.

The district court entered no specific findings regarding

the extent in time or miles** of aditional busing required

to implement any of the desegregation plans before it, nor

did it express any conclusions as to whether “the time or

distance of travel [under any possible plan was] so great

as to either risk the health of the children or significantly

impinge on the educational process.” Swann, 402 U.S. at

30-31, 91 S.Ct. at 1283, 28 L.Ed.2d at 575, Certainly it is

clear that the School Board plan employs less than the

maximum busing possible, since it anticipates a significaht

reduction in elementary school student busing in the year

of implementation. Accordingly, I would direct that in

analyzing remedies for desegregation of the Montgomery

schools on remand, the district court should consider the

implementation of ac “tional busing as necessary to accom-

plish new zoning, pairing, or clustering."

unitary school system and the resulting denial of an equal edu-

cational opportunity to a certain segment of the [County] ehil-

dren.” Dandridge v. Jefferson Parish School Bd., E.D.La. 1971,

332 F.Supp. 590, 592, stay denied, 1971, 404 U.S, 1219, 92 S.Ct.

18, 19, 30 L.Ed.2d 23, 24 (Marshall, J., in chambers; quoting

cited language with approval), aff'd, 5 Cir, 1972, 456 F.2d 552,

cert. denied, 1972, 409 U.S, 978, 93 S.Ct. 306, 34 L.Ed 2d 240,

*° See Cisneros v. Corpus Christi Indep. School Dist., 5 Cir.

1972, 467 F.2d 142, 153, cert. denied, 1973, 413 U.S, 922, 93 S.Ct.

3052, 37 L.Ed.2d 1044.

* Significantly, the extent—in terms of the number of pupils

involved, and apparently the length of the trips—of additional

elementary student busing envisioned in connection with the

plaintiffs’-intervenors’ plan very closely parallels the increase in

elementary school busing under the desegregation plan imple-

mented in Swann, as reflected in the opinions in the Supreme

Court, 402 U.S. at 29-31, 91 S.Ct. at 1282-1283, 28 L.Ed.2d at

574-75, and the Fourth Circuit, 1970, 431 F.2d 138, 144-47,

68a

Opinion dated April 11, 1975

To summarize, I would hold that the district court erred

in adopting the School Board plan, because that plan falls

short of the constitutional mark, and because there is no

indication of the unworkability of a Constitutional remedy.

I do not believe the district court’s result can be upheld on

any of the arguments advanced, whether independently or

cumulatively considered, If there be no other way to de-

segregate, the tools of pairing and clustering must be used

to relieve the barricaded and beleaguered blacks from their

school garrisons. These mixing mechanisms have received

judicial blessing, and they must be employed unless mani-

festly unusable for constitutional reasons, Other innova-

tions may be considered. Nothing to achieve the constitu-

tional mandate to desegregate can be avoided because of

whimsy, white flight and fright, inconvenience, annoyance

or any other actual or conjured excuse. Desegregation of

education is a constitutional necessity and not an optional

luxury, and bland generalities will not suffice to justify

segregated schools.

I would be unwilling to require the immediate implemen-

tation of any of the alternative elementary school plans

presented, however, in light of the district court’s deter-

mination that the plans of the plaintiffs and plaintiffs-

intervenors were generated to achieve racial ratios beyond

and in contravention of the mandate of Swann, in light of

the state of the record, and in light of the opportunity re-

maining for the district court to refine and meld the various

plans before it.*' Rather I would remand the ease to the

district court for further proceedings to develop a proper

plan. We have in the past required specific and detailed

*' Cf. Adams v, Rankin County Bd. of Edue., 5 Cir. 1973. 485

F.2d 324, 326; Andrews v. City of Monroe, 5 Cir., 1970, 425 F.2d

1017, 1021.

69a

Opinion dated April 11, 1975

findings to accompany the district court’s selection of a

desegregation remedy that promises to be less effective

than alternative plans for establishing a unitary school

system.”’ This requirement is meant to secure to the re-

viewing court the full advantages of the factual appraisals

and perspective of the particularly well-situated trial court,

in order to maximize the benefits of the district court’s

informed discretion. Cf. Brown v. Board of Educ. of

Topeka, 1955, 349 U.S. 294, 299-300, 75 S.Ct. 753, 755-756,

99 1..Ed. 1083, 1105-06 (Brown II), Thus I would direct

that, if the district court should approve on remand a plan

less than fully effective in establishing a unitary school

system in Montgomery County, it must support its conclu-

sion with precise and detailed findings of fact, keeping in

mind Swann’s heavy burden upon school officials to legit-

imate any less than thorough desegregation plan on

grounds of unworkability :”

All things being equal, with no history of discrimina-

tion, it might well be desirable to assign pupils to

schools nearest their homes. But all things are not

equal in a system that has been deliberately con-

structed and maintained to enforce racial segregation.

The remedy for such segregation may be administra-

tively awkward, inconvenient, and even bizarre in

some situations and may impose burdens on some; but

82 See, e.g., Adams v. Rankin County Bd. of Edue., 5 Cir, 1973,

485 F.2d 324, 326; Boykins v. Fairfield Bd. of Educ., 5 Cir. 1972,

457 F.2d 1091, 1097; Andrews v. City of Monroe, 5 Cir. 1970, 425

F.2d 1017, 1021; ef. also, Winston-Salem/Forsyth County Bd. of

Educ., 1971, 404 U.S, 1221, 1226-27, 92 S.Ct. 1236, 1239, 31 L.Ed.

2d 441, 446 (Burger, C. J., in chambers).

*8 See also Green v. School Bd. of New Kent County, 1968, 391

U.S, 480, 439, 88 S.Ct. 1689, 1695, 20 L.Ed.2d 716, 724.

70a

Opinion dated April 11, 1975

all awkwardness and inconvenience cannot be avoided

in the interim period when remedial adjustments are

being made to eliminate the dual school system.

402 U.S, at 28, 91 S.Ct. at 1282, 28 L.Ed.2d at 573. Many

practicalities affect the judgment and aims of school au-

thorities in pursuing their daily occupation of maintaining

a pragmatic educational system. But when the constitu-

tionally mandated establishment of a unitary school system

rests in the balance, workaday practicalities are no longer

deternnative factors. The conservation of such daily effi-

ciencies may have been a considered objective in the days

of Plessy v. Ferguson, 1896, 163 U.S. 537, 16 8.Ct. 1138,

41 L.Ed. 256, but Brown v. Board of Educ, of Topeka, 1954,

347 U.S. 483, 74 S.Ct. 686, 98 L.Ed. 873 (Brown I), has

taken us down a new road. Brown and its post-adolescent

progeny have imposed upon school authorities and courts

an affirmative duty to see that such stumbling blocks in

the path of desegregation are relegated to a footnote in

history. As we observed in a prior Montgomery case,"

“This obligation is unremitting, and there can be no abdica-

tion, no matter how temporary.” A school board’s plan

may have any number of advantages when appraised in

ordinary perspective, but these give way where they im-

pede the progress of desegregation; convenience as well as

custom must bend to constitutional prescription.

Given my resolution of this aspect of the attack on the

School Board’s plan for the elementary grades, I would

find it unnecessary to consider at this time whether that

plan imposes a discriminatorily harsh burden on the black

students.

** Carr v. Montgomery County Bd. of Edue., 5 Cir. 1970, 429

F.2d 382, 386.

7la

Opinion dated April 11, 1975

It

Junior High School Plan

The junior high school student assigament plan in effect

in the Spring of 1974 left over half of the black students

in 7 junior high schools which were over 85% black. The

School Board plan, as implemented by the district court,

proposed to reduce this concentration through rezoning,

peripheral reassignments, and the elimination of three

black schools; the district court projected that McIntyre

Junior High, enrolling 792 of the County’s black junior

high students (18%) would remain the only junior high

facility*®* more than 80% black under the School Board

plan.

Both the plaintiffs and plaintiffs-intervenors submitted

alternative plans for desegregation at the junior high level.

The plaintiffs proposed to modify the basic School Board

plan through additional busing to achieve a closer racial

balance at McIntyre and two other junior high schools left

substantially black under the Board plan, Bellingrath and

Baldwin. The plaintiffs-intervenors projected a 65% black

student body at McIntyre, and a less than 60% black en-

rollment at each of 8 other junior high schools within the

** The district court’s opinion, following the style of the School

Board plan, treats the some 252 (233 black, 19 white) junior high

school students in attendance at the Montgomery County High

facility as senior high school students. The apparent premise to

this treatment is that “[i]t is conceded by all parties that Mont-

gomery County High School . . . cannot be effectively desegre-

gated because of its isolation.” 377 F.Supp. at 1138, n. 37. This

conclusion is not contested here, although the plaintiffs-interve-

nors’ plan did propose to reduce the junior high class at Mont-

gomery County High from 92% to 82% black. My figures follow

the style of the district court.

72a

Opinion dated April 11, 1975

City, under a plan of new elongated but continuous strip

zones, with transportation to be provided within each zone

where necessary. In adopting the School Board plan for

the junior high schools, the district court dismissed these

alternative proposals as too inflexibly wedded to abstract

racial balancing, and suggested that they were unfeasible.

Emphasizing the isolation of MeIntyre as the only vir-

tually all-black junior high remaining under the School

Board plan, the district court held that “under the cireum-

stances that exist in the Montgomery school system” no

further requirement of desegregation could be imposed

upon the County. 377 F.Supp. at 1139.*

Unfortunately, the data revealing the actual desegrega-

tion at the junior high schools accomplished under the

School Board plan, as of September 15, 1974, show that

“the circumstances” have changed.” False to predictions,

%6 The district court found that the plaintiffs’ proposed plan

would require reassignment of 36% of the junior high student

body, and additional transportation of about 17% ; the plaintiffs-

intervenors’ plan was forecast to require reassignment of 50-60%

and additional busing of some 20%. (The plaintiffs-intervenors

assert that the opinion below is clearly erroneous in its computa-

tion of busing required under their junior high plan; I would

not pass on the issue at this time.) The district court did not

enter any findings regarding the proportion of students reassigned,

projected to be reassigned, or newly transported under the School

Board plan. Nor does the opinion below reveal any specific con-

clusions regarding the significance of the burdens in reassigning

or transporting additional students, except that the McIntyre

facility “is impossible to effectively desegregate in a stable and

workable manner.” 377 F.Supp. at 1132.

37 See Appendix B. The actual enrollment figures as of Sep-

tember 15, 1974, are taken from the School Board’s October 1,

1974, report to the District Court, per that court’s order. These

figures are not challenged by any other parties. See Davis v.

Board of School Comm’rs of Mobile County, 1971, 402 U.S. 33, 37,

91 S.Ct. 1289, 1291, 28 L.Ed.2d 577, 580. This data is utilized in

Appendices A, B, and C.

73a

Opinion dated April 11, 1975

the student body at McIntyre Junior High is 98% black,

Baldwin is 85% black, and Bellingrath is, as I compute it,**

81% black. Thus, more than a quarter of the black junior

high school students in the City** are locked in schools 85%

or more black, and nearly 40% in schools 80% or more

black.

I would mot pass now on the academic question of the

acceptability of the Schoo] Board plan as proposed and im-

plemented by the district court. It is now clear that the

School Board plan has been unsuccessful, as implemented,

in accomplishing desegregation at the junior high level,"

and there is no indication on the record that the present

circumstances are beyond remedy. As the previous dis-

cussion of the elementary school plan should make clear,

the School Board plan for the junior high schools cannot

** The actual enrollment figures for Bellingrath, as of Septem-

ber 15, 1974, ve ee. According to the district court’s

opinion, projec attendance at the Bellingrath facility was to

be 215 (115 black, 100 white) at the dandinans level a 1049

(659 black, 390 white) at the junior high level. Actual enrollment

as of September 15, 1974, listed by the School Board is a com-

bined total of 911 (681 black, 230 white) students; no breakdown

is given as to grade levels.

The total actual attendance at Bellingrath is considerably lower

than the total projected attendance. The net over-projection is

93 black students (12% of projection), and 260 white students

(53% of _ projection ). In estimating actual attendance, I have,

conservatively, attributed the total decrease to the junior high

level, where the enrollment was projected to be 62% black, and

for which the zone was to be significantly shifted for- 1974-75.

I would, of course, direct that on remand the district court pro-

eeed to determine the actual enrollment figures with certainty.

** These percentages do not include the junior high students at

the Montgomery County Senior High facility. See note 35 infra.

*° Cf., e.g., Boyd v. Pointe Coupee Parish School, 5 Cir. 1974,

505 F.2d 632; Hereford v. Huntsville Bd. of Edue., 5 Cir. 1974,

504 F.2d 857; Adams v. Rankin County Bd. of Educe., 5 Cir.

1973, 485 F.2d 324, 325-26.

74a

Opinion dated April 11, 1975

stand as it appears, unless improvement is unworkable.

The record does not suggest what remedial plan might be

employed at this stage. I would leave that difficulty for

resolution by the district court, following whatever fur-

ther proceedings it might find to be necessary. I would

emphasize again, however, that the district court’s order

should be accompanied with supporting findings and con-

clusions of sufficient precision and detail to fully apprise

a reviewing court of its reasons and understanding.

IV

Conclusion

We deal here with a school system whose roots were

segregated by law. There is no indication that those roots

have withered away, and that the racial separation in the

present system is anything but the fruit of a tainted crop.

The School Board still plans to cultivate its gardens sep-

arately; and it does not promise ever to integrate in any

future season. Rather, its plan guarantees perennial one-

race educational experiences for over a third of the black

students within its elementary and junior high schools.

Desegregation is not impossible in Montgomery. It might

be uncomfortable, expensive, disturbing, or even disconcert-

ing. But these words are not amendments to the Four-

teenth Amendment’s commands. Much progress has been

made in Montgomery school desegregation, but medals

earned for past performance cannot justify contemporary

failure. I am confident that our respected, scholarly, and

courageous trial judge did not hesitate to apply the law

correctly as he saw it to the facts before him in Mont-

gomery. I firmly believe, however, that that view of the

75a

Opinion dated April 11, 1975

law is erroneous and in conflict with previous decisions of

the Court and the Supreme Court of the United States.

I would reverse the order of the district court insofar

as it adopts and implements the School Board plans for

elementary and junior high schools in Montgomery County,

and remand the cause for such further proceedings as

would be necessary to bring Montgomery County to a uni-

tary system. In order to permit the district court to re-

consider its award of costs against the plaintiffs and plain-

tiffs-intervenors in light of further proceedings, I would

vacate the judgment awarding costs in favor of the School

Board.

76a

Opinion dated April 11, 1975

APPENDIX A

Adoption of the School Board plan produces the following profi'tes of the

Schoo!

Bear

Rellinger Hill

Pe'tingrath

BR. T. Wesnington

Capitol Hgts

Carver

Catoma

Chisolm

Crump

Daisy Lawrence

Oiriida

Nanvelly

Davis

Ounbar

Fews

Flowers

Floyd

Forest Ave.

Harrison

Hayne ville Rd.

Head

Highland Ave.

Highland Gardens

Johnson

Loveless

MacMillan

Morningview

Puterson

Peterson

Pintlala

Soutilawna

Eastern By-Pass

Vaughan Rd.

Total

Normal

Capacity

630

elementary school student Sodies:

Projected Enrollment

Rlack

White % Black

505 27%

43 81%

100 53%

a 98%

192 38%

2 99%

154 29%

555 37%

703 27%

7 98%

423 26%

404 32%

91 87%

51 87%

3 99%

573 23%

319 32%

262 40%

427 30%

30 95%

415 26%

272 30%

551 3%

550 24%

5 99%

109 65%

586 22%

34 94%

299 37%

16 93%

492 31%

589 20%

409 32%

9,160 50%

Actual Enroliment 9/15/74 *

Black White % Black

185 40” 31%

211 35 86%

115° 100 * 53%

232 5 98%

112 178 39%

411 5 99%

54 153 26%

376 505 43%

246 745 25%

408 8 98%

143 421 25%

254 $12 33%

637 45 + 93%

328 34 91%

641 3 100%

170 533 24%

135* 2754 33%

160 283 36%

255 357 42%

705 21 97%

lll 339 25%

118 237 33%

310 3513 38%

168 527 24%

876 6 99%

195 75 72%

110 427 20%

550 36 94%

149 322 32%

196 4 98%

260 427 38%

149° 589° 20%

_199 549 27%

9,164 8,676 51%

77a

Opinion dated April 11, 1975

APPENDIX B

Aduption of the Schoo! Board plan produces the following profiles of the

junior high school student bodics:

Projected Enrolimen. Actual Fnroliment 9/15/74 *

Normal

School Capacity Black White % Black Black White % Black

Baidwin 780 290 107 73% 275 4s 85%

Bellingrath 1,230" 659 390 62% 566 * 13¢ ° 81%

Capt. Hots. 1,200 442 730 38% 345 742 32%

Carver 660 350 545 39% 354 538 40%

Cloverdale 1,170 43? 875 33% 476 £9) 35%

Floyd 1,350" 288 541 35% 264 4 467" 36%

G. Washington 1,290 357 782 31% 409 904 a

Goodwyn 1,500 540 1,031 34% 564 917 38%

Houston Hill 570 210 383 35% 248 307 45%

icIntyre 1,500 792 14 98% 881 15 98%

Montgomery Cty High -— — — — — — an

Total 4,365 5,398 45% 4,382 4,959 47%

APPENDIX C

Adoption of the Schoo! Board pian produces the fol'uwing profiles of the

senior high school student bodies:

Projected Cnroliment Actua! Enroliment 9/15/74 *

J

Schosi Capacity Black White Ve _Riack Black White Black

pana Sr 1,100 439 6600 39% 610 €73 pote

Jeif. Baves Sr. 2,300 €68 1,426 38° 65? 1,449 +

Lanier Sr. 2,250 817 1,068 43% 677 801 ‘ he

Lee Sr 2,300 929 1,560 37% €15 1,650 3 any

Montcomery Cty High’ 570 3993 86% 390 57 87%

3,452 4,777 42% 3,349 4,630 42%

toia!

Footnotes to Appendices

* See note 37. Pes

® These figures represent normal capacity for combined elementary and junior high grades.

© Estimated figures. For their cornpuiation see note 38.

4 Estimated figures. Accerding to the disirict court's Opinion projected attendan-e at the —

facility wat to be 467 (148 black, 319 white) at the elementary 'evel, end 829 (288 black, gh es

at the junior high level. Actual enroliment listed by the School Poard is a combined total o _

(399 black, 742 white) students; no break-down 1s given as to grade levels. For sake of simplici ¥.

in estimating actual cnroliment | have simply reduced the projected enrot'ments of siudents o~ ;

levels proporticnally, according to projected and actual enrotiments, by race. 1 would, of woogpe rec

that on remand the district court should proceed to determine the actua! enroliment figures with cer-

| ast en AVAILABLE

* Projected figures. No actual figures given.

* See note 37.

78a

Opinion dated June 27, 1975

ArLAM Carr, JR., a minor by Arlam Carr

and Johnnie Carr, etc., et al.,

Plaintiff s-Appellants,

NationaL Epvucation Association, Ino.,,

Intervenor,

PENELOPE ANNE JENKINS, ET AL.,

Intervenors-Appellants,

Vv.

Montoomery County Boarp or EpvucaTIon, ET AL., ETO.,

Defendants-Appellees,

Unrrep States or AMERICA,

Amicus Curiae.

No. 74-2633.

United States Court of Appeals,

Fifth Circuit.

June 27, 1975.

Own Petition ror REHEARING AND Petition For REHEARING

EN BANC

Before Gewin, Gotpserc and Dyer, Circuit Judges.

Per Curiam:

The Petition for Rehearing is denied and the Court nav-

ing been polled at the request of one of the members of the

79a

Opinion dated June 27, 1975

Court and a majority of the Circuit Judges who are in

regular active service and not having voted in favor of it,

(Rule 35 Federal Rules of Appellate Procedure; Local

Fifth Cireuit Rule 12) the Petition for Rehearing En Bane

is also denied.

Before Brown, Chief Judge, and Wispom, Grewty, Bett,

THORNBERRY, COLEMAN, GoLpperRG, ArnswortH, GopBoLp,

Dyer, Srmpson, Morcan, Ciark, Roney and Ger, Circuit

Judges.

Gotpperc, Circuit Judge, with whom Brown, Chief

Judge and Wispom and Txornperry, Circuit Judges, join

(dissenting) :

I respectfully dissent from the order denying the petition

for rehearing and petition for rehearing en bane, for the

reason stated in my dissenting opinion, 511 F.2d 1374.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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