Petitioners Reply Brief — Estate of Peck v. Board of Trustees of Leland Stanford Junior University
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ILE. COPY - Pee Bipreme Cat OS,
SEP 17 1958
In the Supreme Court. 0 the
c .... Anited. States |.
Ocroszr Tram, 1959 “0, _
No. ”. — k
In the Matter of the Estate of ' ae ;
. Janet M. PEcx, | ; )
Deceased, |° - :
‘ Aaron M. Sargent, Cornea M. Sarcent, a
. _Mapetyn Georaian, Guardian ad Litem
of Heren M. Sarcent, Jr., Frank. M.
. Howe, Jz, Orein P. Howex1, Manr-
eTTA Gann Bunpy, EizapetH Gann
Hanvet, Lovise Fury, Frep. ‘Howe,
Cuartorte More MeEtoney, Frank |- .
Morr and Marcaret More Waite, “See!
ay 7 Petitioners,
: ci et li .
Txe Boarp or TRUSTEES OF THE LELAND
StaNwonD JUNIOR UNIVERSITY, i
pe ian
‘Petitioners’ Reply Brief sae
On Petition for Writs of Certiorari to the Supreme Court of the State of bs
* California, to the District Court of Appeal, First Appellate District, to
‘the Superior Court in and for the City and County'of San Francisco.
a
A
Aaron M. Sarcent
1115 Hobart Building
. San Francisco 4, California
Attorney for Petitioners
a
a PRINTING COMPANY, 180 FIRST STREET, SAN FRANCISCO 8
JAMS R. BROWNING, Clerk
. SUBJECT INDEX .
‘ : : oo.
: . Pee
Summary of Argumes ‘ Sotpeke oes ly Heth EERE LON he
NIN loses ooics sok eich ce essa ee eee knee ease ea elie ane te Cs
Statement of the Tssues.... Ey x
- ° : 4 /
Federal QueStions: Presented 00 tate ee
. , . ie : / a
Falsehoods pt gO, en Len
The True Situation 0000000........ : RG Sieec ie Coon ae” «fa
Refusal ta Eyforee Stathites Controlling 2 aan ee
Entry ofr Jugment Based on’ tllegal Eviden® 0... ., 4a
. Arbitrary Presumption in Favor of Respondent. ie ARES
Refusal to Enforce Laws of InheFitance. Ne Miz. i : ; 17
Excreise of Legislative Power by Judiciary. 000. 17
: : Constitutional . Protection for Property Rights... hate te ee ig.
Z Cortiorari to Enforce Constitutional Rights... ee ie tae : pi
Summary tne! Ce AONE ni. co MB Bee ee 24
Wenidl of Dre Process on See merce boa 25
The Motion tor Disqualification... 0. oe
Kqual Prote@lion on Cortlovert. oc... 532.260... 28
° ®
.
> Additional Questions Presented for Review.
Additional -Rénsons for Issuing the Worits.0000000000........° 30
Status of Petitioners... MEN, SRST, Rann See area . 3
fonelusion atid Soits Recados Caer ae sla eon ee
Appendix a
cS
‘
k
° ° ~
; e °
F {
Sg oe pee ek /
hE TABLE OF AUTHORITIES CITED. * **
. CASES Berge re ie 4 ——. Pages
Adamson vy. Catifornia, $32 (| 46" : ha a
Ashdown v. Utah. 307 U.S. 4200-7 ‘ Gamrane oe R
. Ps ~ Sa, : 3
Barsky v. Board of Revents, 347 US. iy ee ee |
Beilan v. Board of Edueation, 357 U.S. 399. See he ae ane
Benanti v. United States,.355 TLS, re shea L Siaispaidnsnendtite RR
Blackburn v.-Alabamay.354 US. 393. ue oe eae 23425
solling v. Sig ae i. a. Ye ae eee pee ina ak
soutn, Estate of, 235 Cal. App: 2d 590, 43 Pd 293.:0000000000.0 OM
“Brown'y. Bodrd of Education, 8347 US: 483 aoe re
ee ae ene \ a .
Carson.v. Warli@k,-238 Fi2d T2Hb0 ol. WM
Chacmabai 2 Feet BAT ME Ta ono esos kcacdtentipeenns
Cieenia vo Lagay, 357 US. 504.0 > En OR RTT: EO NEY
Colt y. Young, 351.08. 536.000.0000, eae 21
County of Adleghényey. Frank Mashuda Co., No, 347, Ott.
Term 195». DR ee eee TE Geen tee ae 3
Cour ©. Sarton, Tar UM, SES icici cet ciccchnttecc. a
we pane s ee .
Dayton v. Dulles. 39% US. 144 ONS ee til wn
DeCirgirane Estate of, 150 Cal. GR we PP. 633...” aries Nee
“Dell Paoli v. United States, 36° US. 232 ; Teas eee
DeVries vi Bataagartner’s Electric ( onstruetion et a. Xo. Mh, <~ *
ae te Ree Renee: UA Aer ech en NESE: Si
Dickinson ve U ited States, $46 ti a. “ye pit parescoge ee ieee acces Oe
Dunean v. Kahamimoko, 827 US, 304. 000 es
Dyer vo SEC, No, 67, Oct. Rein: see SOE cI HORE ny «gir
. ‘ A i a ‘ ri
Eubanks y. Louisiana. +356 ik Sea OP iets or Seaham Retencenopeoe at ee
Evans v. Superior Conrt, 000 Cel. Agi Fie ia a Oe =
Pikes v. ‘Slahama: 392 1S. 191.............. oy a Sait] = Geen a
2 inst Uyitas: li Church Los Angeles, 357 U8. 545.7 ; |
(iometti v. Etienne. Pe Cal. GOs], Ds P2d 013 is ehey cee
(rordegieho VP ted Staten, Fai i Ae re By 1h.
— Granville-Smith v. Granville-Smith, 349 UL, 1 oa. 1 .
Greene vo McElroy, No, 1805 Oct. Terin 1958, June PQ. 1959
a, itd
CRN ee A ON hi ccer ds csit asec Hee aitaca cares cannes iat nan kant Qn aed ae
Griffin v, Tlinois, 351 US. 1? PM eet OS
Grocery Drivers Union Local No, 4s. Seven-Up Bottling
Company of Los Angeles. No716o. Oet, Term 10$s. 00 00. A
P ors
- . oie
- | oe ~ ¥ ‘i
nee TABLE oF AUTHORITIES CITED ee il :
‘ y mn : ‘ ; oe t é
ree i : : Pages ;
Handford v. United States, Np. O78, Oet: Term 15s. > ; =
¢ Harmotiy. Bruckner, 399 US. 974... pe Acad sa 8
: Hawkins vo United States. No. 20 Oct. erm 195s. COLL p.
113 Pac liksks | i Renee: a
_therman v. Claudy, Bo U. . “116 DBE ne ep me eR See 7
Hernatdez v. Texas, 347 LR Been Sie cue otter seer ieee 9
Huchner, Estate of, 127 Cal. App.244. 15 Pld T5800: 17
, * Ingram, Estate of 7s Cal. 586; 21 P4332... a anes ic oD
~ oe lrwin ve Dowd, No. 63. Qct.Terms 1958, May 4.91959 (CCH s
‘emt’ Wien SS
Kirby, Estate of, 162 Cal, 91,121 P. Ric i: ome
Kitehens v. United States, Mise. No. 31, Oct. Tern 195 ae So
“Kline, Estate of, 188° Cal. App. 514. 32 P.2d . eee: : ane
Konigsberg v. State Bar, 393 US. 292. PRs ila ees sca. es
:
. oo Lassiter v.wNorthampton ¢ ‘ounty. Board of Elections, No 584 |
Oet. Term 1958 (CCH p. 1523). A eer nae eo ,
Lerner vo aeer, 323i US: O68... , ee Rete hota, ne 22
Levwh Vee, BO 0 OO es cl
Lyons, Estate of, 36 Cal. App. 2d.92:496 P2d 101s. 00 0.
ae Thited States. 3540 Ss. Ho. : mer aees 23
Masciale v. Untited States, 356 ULS. B86... | See oa
~ Maud vy. Catherwood, 67 Cal, 2 4s Pd.636 : 135 333; F494 1s
- Miller v. United States, 357 - NE AN ia ap ce B16. D4
Mitchel v, Louisiana, 350° U.S. in We ee rt. a
. ; * : : : 2
JNapue, v. Illinois, No.’ 583 Oct, ferm 1958; CCIE p. 1657... 7
_ New Orleans City Park: Improvement Asn. v. Detiege, No,
295, Oct. Term 1958 7. ee, ne
_ —Netthentt Esti teat HCAT ORT OR 107 L. = Seer,
Nowak v. ited mates, Son Uss. 600.00-.. oak a er 33
Offutt vo United States, a ee : Sees . _2R
Ohio ex rel. Klapps v. Dayton sia & Light Co. Na: Sol,
te RD. RMN SIRO . ooliey.ocoentieci Fad i ria
a / > »
’ $
“aN Tati or Averioniribs Cirep .
¢
Peters v. Plobha. 349 U's. 381. ate a 123]
: : : > :
Realy. United States, 3a 1-8. 214 ; oo *
Reece veGeorgia, SOUS. 85 : : 3
Reid v. Covert, 354 U28. . Nt RMS ORE oe 1s)
Rowoldt vo Perfette 355° US. 115. + eee 23
; : | :
Sagamon Valley Television Aur. v. United States, Now 2:49.
. Oct. Term W9s.......5-.: Aalto se \ ; v4
‘Schware Ne Board of Bar E xamiiners; 343 US, Ks rita; Ciaghybaaee eee
Shelley vo Kraemer, MAUS & Ho. DAM SS 1
Shernfin v. United States. 356 TLS 369. a : pee 33
Shuttlesworth vo Birmingham Boprd ot? FE dite: Mion. No. 3541
Qet. Term 195s, CCTL p. 92... “ r
Shuttlesworth vo Birmingham Board of E ducati ic
Supp, 384 20 Den eae ae {
Slochower y, Board:of Edueation, 330. US. 551 seers a.
: smith v. United States: Mise. No. 192..0¢t, Tern 1955. * Wee
Speiser Vo Randall, 357 U.S. egg ran en Soe % a.
~Sutro, Estate of. 155 Gal. 727, 102 P. 920.7". De,
Mitare|h vw Se wien. Ny 101, Oer, Lert, 13 ms COT \. M30 OW:
Pirate \ Athatsds, 356 0S, is ,
Peahode. Estage ot 27 Cal. Nya a if 2 24"
Pearson v. Hansen. 86 Cal Npp. 2d $04, 215 Pitd eee
Penns, ivaniia i Nelson, 350-08. 497,
Sweezy vo New Snes for Us, wae: =
“hited States v. Sachi roetal. Ds? heapice ‘
Vane: Estate “¥ Lis Cail Yip. 13, + Pp "0
Tavtor v. MeElroy, 2 Od. (es Te rm, W958. COTE p. 2080", 19,20)
Thomson v. Butler, #36 Fo2d 644. eat iee eee ELL
Townsend v, Sait, Mise. No. S52, ete Teen 105 s =
Ulimann ov. & hited States, out t M, S22... ome : i
United? States. ex rel, ‘Karisworth vo Marphy. No. a2. ete.
Term: 195s eee : eR ON e =F
United States \ iden. Nootoo, Met, Term Tans J
rs
TABLeor Ata HoRPTIES CITED hak ; \
; ’ ‘ ? a ane Pages
Walkerly, Estate of, jos ( = 627, 41 772 a ee
Willi IMIS V.Gemrgia, 34" US 375 ) eeemeere sy GRE
AWIRL Tele Vision i nek aah cv sie States, No. 242. et. Term *
ne epee etna LORS thine | 4
WORZ, Ines v. Fedral 4 a Comm., No. 34%
et. Term {os Bae ae Bier. Sia ay
+ \oune: Metettot- 198 Cal. 297,54 PION eS.
Youngstown. Sheet & Tube @o., et alo v. Sawyer, 343 ULS. 5H 20. 30.
| “2 ONSTITUTIONS
Cogistit utign of r ‘alifornia’: 4 % a
Arts LL. Seetion 1. - es ie Ee ae ge 2.) ee
Arte VI, Section 4a..%......... ie: e Paves Se i es 26
e . a. ole ; ™
Constiattion of the United States:
“Amendment. Veo se esas bh. 3. 16°
Amendment AGW: 2 u.. Seen? ERR AE ee CRO! FA 4et seq.
- te oe Fa
Be STATUTES AND Rev Ls
ign as ,
( nae at & Livil- Prensa:
Section 1700 |. . : ‘s ‘ rs In.
Nees, 1959, 1061, 190d, 1963... i. ae f. 2¥5
Education Code, Sees. 21 101. P1B0B eis 1
as : ¢ ch rs 5 A Pa
Probate Code: =f 7 \ > : ay ; ‘
Seetion 50° m \vx,/ LY 13
‘ . é a* . / hF ‘ .
I SU ios al ee ec oteressr eon - 13
Section 102. .....!...4..-.4-. es ane ce =. 14.15
Np MR ls Anne , ifs veut eee
3 Section 106 - 4 oe ¥s ; . bf a l4
ules of the CLS. Supreme € ourts 7 ,
Wee on x fe pieces Sa
ile Sia Nf jee a,
Rule 400¢)
ape \.. Sections 1244. T2574 : pap deaey a
ee s
. ,
dl
¢
“
linthe Su preme Court of the
‘United 'S tates
; ‘ ‘Ocrobnn Teno, eu: “0 7
a “eof : ; y ; é
pie No, 200
: i . . a . e . § i \
leer ere In the Matter of the estate of. «
fas See a. Pee Races
‘. Ae nash ie a Deceased, -
SARGENT, ff
ad Litem - on
Krank M.-efo
Aarox MM, SARGE sr fCo ORNELIA M,
Mapetyn GEORGIAN, Ciardian
“of Heren M, Rides st, Ji,
» . Hower, Jr. Orres® PL dower. Magi.
ETTA GANN Bunxpy, Evizaberu GAaNnN \ “
HMaxpen, Louise Fussy Frep Hower, ./
2 Crarnorérn © More . Meronry, © Frank
. . More and Minuten Mork Warerre,
7 Pe lilioners,
_* ary e
VS.
P.-@
Tire Boarp ov #RusteEES OF THE LELAND |
PAN FORD.) & Nion U NIVERSIT:
We spor: rly ut.
2 ~
a Petitioners’ Reply Brief.
rl .
On Petition for Writs of Certiorari. to the Cine eit of. the State of
“California, to the District Court of Appeal, First Appellate District, to
the Superior Court in and for the City and tii yi San Francisco. ;
‘::
.
so) 2: State judiciary.
: = ° ” >
SUMMARY OF ‘ARGUMENT
In compliatiree wth Rule 4001), Petitioners. submit: the
s
following outline: 20° + priee ‘
The Ixsues. Questions ether than the Inte pretation oft
awill or validity ofa trust ‘are involved: The I: ‘éderal que>-
tans arise fron uncondtitutional adimintstr ation. of State,
laws Sy “discrimination in thigir ap plication, and an unwar-.
ranted exercise of legislative power by the State judiciary, .
| Fede ralkQue stions. ° :
(1) False interpretation éf awwill:
2) Misrepresentatiom of! other facts o record ;
(3) Refusal to enforce statutes of interpretation?
(4) .Refusal to enforce laws invalidating a trust :
>
© (5). Unconstitutional administration of such laws;
(6), Resort toa presumptiqg prohibited hy laiw “sind
@e will; 3 - ee
(7) Arbitrary dise rimination without. a “facta
(S) Denial of procedural dite sprocess .on appea ul;
(9) Exerefse Gf legislative power bevond aaithincity of
‘
«
a = om — aaa ie : } 7
Misrépresentations. In six_imstances of (major impor
-.tance, the contents of the will sind ‘of the record are mis-
represented and falsely. stated. A) true iuterpretation of
the will discloses authority teengage in discretionary non-
charitable ac tiv ities —a situ ition invalidating the trust.
Now cnforee ment of: Statute s.. Decisions in other cases -
reveal that the, statutes controlling interpretation | were
strictly enforced. there, and not here. The sane situation.
exists aS-to the laws invalidating the trust.
‘Tigaa! Presuniption, “The Jadgment is actuallt based_on
“a presumption prohibited bythe statutes and is therefore
?
the resylt of an unlawful act, equivalent to the receipt of
*
4
*
wivil actions, Se hota
=? »
3 \
iliegal: ev vidence. I’ Ix also des: product of an arbitrary pre-
snption in favor, of one J@irty ans md against others.
Tass iercise of La gislatins Powe 7 The State - “ors tition
‘ides. for a separation of powers, and the dudigi lary Is
withont ‘aut jusrity to change laws of inheritance. The judg:
ment hiere is therefore inyalid to the sie extent as in ¢ a
where, Departinents-of the Federal Government have been
heid wifhout authoritate make laws opatherwi ine act outside |
the fr jurisdiction, «
Dy fense’ af: Propertii Rights. < nder? the © onstitutjon,
“property rights of all kinds are entitled to equal proteetian
and enforcement. The re ix “prege ntly" it ne ed for a décision |
of this Court definmeg constitutional rights in re ‘ference to:
ad
© ‘ ? , a °
. Fnforeeme vit Procedurds, Rule 19 was rot Intendedt to.
cover all {y yes of cases. There is certiorari jurischetion to
| i
enforce compliance with the Constitution, regar: dless of the,
i : ‘ 4
Sresence or absence of unusual, important, or unsettlec ,
/
CHSCs, : f
: * / : 2, : 2 .
. Sump: ‘aru{Relict. “There is also power;to ‘issue a writ
and erant SUMATY re ligt, as lias leon dome in otheranatters.
Due Process some Appeal, ~The due process ¢ rlause applies |
Nn the prode edinies of the appell: ite courts of a state, as.
F
well as te the trial courts. ; .
Motion tor Disqualification. VP etitiaiers were just! Hed i i
| woking disqualitic dtion of one of thy Associate Justices of.
the’ Distriet Court of Appeals and his. failure to participate”
herem and take an active part in the proceedings, after
deniakof the Anotion, amounted to a denial of due process,
Baual Protec ot, on Certiorarti” The die process clause’
of the. Fifth Smetidme nt ineludes equal protection, and it.
oa plies te the ‘Pederal’ Mette Miry, The eXerersé of certiorarl
jurisdiction ix subject tu this rev nipe ient,
~~
-siprtiond of law. That power has been exercised in many |...
\
o x . ‘
whe iivcuad Wiestionselnvoalr ed, "The distinction, it any,
‘ v
between ceiminal and evil Cases, in respect to “dite process
and equal protection; Reftisal to enforce laws as a denial °
of constitutional rights; State exereise of judicial power
as an cunconstitutiqnal act. erie. se i
Additional Reaxons tor Writs? Effeet o f the judginent
Ite eon, Fadletal Revenue Laws, particularly the Federal
estate tan: Cotrec on of thee ror in the die tun in Shelley ev,
Nracwer, 3384 * a. t.21.m respec to possible iitation on
scope of the IF eee Aime nd fie nt. *
t@
id
a
ar
-
*
, ARGUMENT
Vhis Imief is filed pursuant to Rule 2404) asa jurisdie-
.
tional statene nt and i re ply to the objections raised) by:
ae on thet fimited ero, The anerits. Will be
Liseussed £0 the antent required to chiow that the questions.
nee sented: are Mode ral and substantial U nless otherwise
sthted, all itakies and other ciphitats ised lierei is OunS,
‘
STATEMENT OF THE ISSUES)
Respondent questions the jerisdietion, asserting (1) that —
the judge nt is basedon the interpre tation ofa willyand (2)
that the validity of the trust depends on State or “tooal’ Law,
Thisis aclever but pvasive, analysis. A erent deal more is
involved, coe
“There- Was ne. “rats ypretation” of’ the will n the legal
“segise, Maalse sts ttements and hadt truths we he pean
for leva anitlysis. This conduet wits deliberate. There Was
misrepresemtation as to the content cof the records refusal
to enforce the statutes controttine NTerpretanton s um un
6 copstitutional adinimistsr: tion of those pie resort Jo ine
admissible evidence in deter tihing The Ment of detedent
eu ale itor ‘eourent of the laws voOVernine rights of inheri-’
tanees gnearbitrary discrimination in faver of Respondent:
denial of diecprocess on appeals and an ny of [peurbs-
Intive _ power hevend the authority of the judi@iury an act
a ¢ » . /
equivalent ta usurpation.
° ee ne ema
Fad
.
he Fourteenti Atiems Hnient was adopted te put an ened
to just such practices av these! That was the basis od this:
Coiyrt’s order in Shuttle sworth oe. i: opiwnhain Roard or
;, a is
BE hication, No. O4k Oat. Ferm, boas, COTE p. O2" upholding
el See ae 1X to Cdyn hoy wt Justioe Diack. in Yolapane " ie
berth fornie ees i =: Mit Hat sey 4 a 4
2 Commerce Clearing Haiise bie United States Sipreme Coun
Bulletin, Nov. 24 195s page [2. bab Tie k rsbications will te here
epee eS ites
Pe ey LL CTT Meee eer ae Oe er, aves eT EREONOER.
~w
4
6
the Alabama Pupil Placeme wt daw ye nding AN EXETELSE Oo!
™~
e
further inrisdiction, vine
\
. "Per Curran: The ene thn is granted and
the judgment is attired upon the limited #rounds on.
Which the District Court rested) itst decision. 162. 6,
Supp. eae” Rie
x. is . ‘
The District Court opinion so approved had the following
proviso: ; . es
“ALL that has heen wud in this present OPEN LOm tntts!
be limited to the constitutionality of the law apou ifs
face, The Schook Placeme yt Law urnishes the legal
machinery: foran orderly administre ation ‘of the publ
schodls ina constitutional manner ** *) We presi:
that at will le so administered. TY mot, in some future
proceeding it is possthle that it may be deelared a
i constitutional ino its applreation | Nhutth smorth ¢.
Birmingham. Board of BRducation: We FB. Sup p. oS+)
See opinion of Chief Judge Parker in Carson ¢. Warltek,
2388 F.2d T24; sustaining the North Carolina Pupil Enrotl
ment Act on the same grojind. | |
In Lassiter cc Northampton County Boardtot Elections. —
No. S84 Oct. Term 1958 (CCH p. 1523), this Court upheld a
‘voters’ literacy fest-as valid on its face. Jurisdiction was
again reserved to determine Whether inequality in’ ttiet
might result fronf its adniinistration. The following come
ment appears therein: are
“Tf they (whites) were allowed te vete without taking
a literacy test and if appellant (a Negro)-were denied
the right ty vote unless she passed it¢ inembers of the
white race would receive preferential privileges on the
ballot contrary, to the command of wie Fifteenth:
Amendment. That would be py to the problens -
posed in the elassie ease ofitveh Woe. Mophins, 11s
US 346. where an ordimince uni peachable on its face
was applied in such a way as to violaté the guarantee
“of equal protection contained inthe Fourteenth Amend.
‘
, > ment. But this issue ‘of diserinMation, in the aetual
* operation of the ballot laws *
* 8. So we'do not reach it. But we Mengion ig an
passing sQ that it may be clear that nothing We say or
do here will prejudice appellant in tendering that issue
insthe federal proceedings whieh await the tertaination
of this state ¢ court litigation * **, ae
“OF course a literae ‘Y test, fair on its face, may be
emploved to perpetuate that discrimination whieh the
- Fifteenth Amendiient With designed ta Uproat, No suc ‘hi
_ influence is charged here.’
.
It is clear From thtese cases that the unequal acininistra
tion of a valid law isa de vial of die process. “Phe testin ad
» these situations is the result : vot the means hie whieh itds
aecomnplishpd. in the: Pupil Placement cases the rehts
asserted ave as dudicidaals wet as members of a particular
elass’or grotyp (Carsan o. Warlich. 238 F. 2d C29)" Ut Fol-
‘lows that these Opinions are alse valid duthority in situa:
tions where the persons, tnvolved Inive ne ste heeronp aftil-
lation, -
It is it “dvhial of due process fora District Attorney te:
tise pe bjured evide nee With knowledwe of its falsity « Nap
.Mlinois, No. DSB Oete Term Ls CCH |). 1657 The same
rule Inust app” Where jhe State acts through a Court,
instead of a prosecutor, Fe :
Kalsifie: ation of amayp sii ree iain in ct ele nal ot dite process
Che SSMIGH 4, Teéts. hd we id, Judgments hi: [ve been cs
reve ‘rsed on constitutional 6 ee whe re based on Wire
tapping (Benanty" ee cMited States, 855 $s. SO). testimons
siven by a Wife over the Objection of de ‘Tendant. her lus-
hand (Hawkins 1 . United State New 20 Oct, Tern Phos,
3: The re Is Ne athe Stien as teothe rirehy at thes se howl « Aihdve tn
he admitted to the schools of North @rolina withent diserinsinas
re on the ground of race. They are adriitts however, as and irid
ws. not as a elass or groupsand it Is astadicudaals that their’rights
tinder the ¢ OUSTIM tion ave j isscrtee :
* dias et been Framed,
on
-
“.
¥ oe |
CCH p. 113): evidence obtajyned with a search, warrant
based on hearsay (Giordencllo 4 . United States, 357 Us.
480): and proof secured by illegal entry and arrest without
a warrant (Miller cv. United States, 354 U.S. 301). F ‘ecleral
officers have been enjoined: from’ turning over to. state
authorities evidence obtained | onan illegal federal search
and se igure, and restraine dd ffom testify ing Ina state court
in reference thereto (Rea rv. United States, 340 US. 214).
These are criminal cases. Jlowever, the Fourteenth
Awnendment surrounds property rights with the saine pro
teccor given to /fe" and “Hherty’ rights whieh norma
are the subject.of ernminal proceedings. There is no valid
basys for distinction between eriminal and civil.actions, or
as between enforcement of rights in, Prone rty and rights of
the person. All rights of all persons are constitutional
secured. ; |
The only ditférence hoteien criminal and civil proceed
ings lies in the facet that in some cases the conduct com.
plained ‘of does not constitute: the “act of the State” For
example. it Was held in Thomson vo. Butler, (6 bid O44,
H47-448, that: | se _ ee
The due. process clause of the Fourtéenth Amend
ment is not a cuarantee against the use or results of
ates jury or Fraud by * partic s to preate Ltigatioy. tn
state courts, une ountenanced by the general standards
cand proe exs¢es of the state court system. * * * “The rule
recognized in Pyle vr. State of Kansas, VG US 215
‘+ and athe woeases * * * has application only do public
litigation | in which authorities of the’State, with respon.
sibility for the litigation, litve committed or gounte
naneed a fraud or fundamental unfairness * * whieh
has entered into : a de ‘privation of lite. liberty Or -prep-
e rty by the State” | | : ‘i
It seems clearthat no such rie ean apply ina civil action
where the State acts through its judi¢iary in imposing such
a | | |
69 -
consequences on one of the litigants. Vhis constitutes “State
action” within the meaning of the Fourteenth Aniendinetit.
It was so held in Shelley cr bh rae mer, 304 US. 11 The jury
“sélection cases also rest oon. the pfoposition that State,
judicial action is the-causeof the prohibited result.”
@
FEDERAL QUESTIONS PRESENTED ti
Due process and the-eqial protection of the laws. have .
— heen here denied, by judicial action, in each of the following
respects : pr
Firsts By a deliberately false and untruthful “imterpre-
° ae . . . . ‘ N id
tation” of ee = will:
Second: By ancuntruthful opinion Inisrepre senting other
OSS ntial facts, of records
Third: By arefusak to enboree, and vive till legal ffeet
. the statutes controlling the interpretation of this will:
"Pani: By a refusal to enforce, and give full legal
effect to, the @nstitutional provision: and statute under
which decedent's trust is invi alia:
Fifth: By oan unconstitubian: be achitttixtration ar te lest
CASES 3 ta : ’ eae
; f * . . Pa
Sites By entry gota; judgment based on imtidiiissible
evidence-in the form of a “presuinptlon™” contrary. to. the
terms of the will:
4. “That the action of state courts : mel juds ‘ lat officers im then
"official capacities is to be regivdeg) as cactio Hof tie State within the
teaming oF the Fourteenth Mistielment. is a pa geesitton whieh: bats
lone been established bw dhocisiens at thts Coauart. That }? rye Tple Was
ceiver expression in the feartest cas x iene The Genstbietiean wor
theftermis of the Fourteenth Amenelment. 7 Writ iets at Chict Justice :
‘Vinson: 334 U.S. 14. |
ae VTi rpande : Ts run, 3 1; 1° oy a 5 Re |. i pli. tefopen at freon, 349
SS. Sis: Retce v.. fix Omir | he a “s ) Ae a Lows Same, B50
CS. i, 104: and Buhunks ie fanaa ts sie I.
e ¢ ‘
laws, contrary to the foree and effect.given thereto in other
iP
.
Seventh:
10
By exercise of an arbitrary and dise ‘rinina-
tory presumption.in favor o& Respondent :
_E tghth. :
sy conduct amounting to a denial of due
proc
OSs and equal protection on appeal:
Ninth: By
an attempt to exercise? Jogislative power
bevond the authority of the State Judici ary. ,
”
Falsehoods of Major Importance.
There are six false representations bearing direetly on
the validity of the judgment—
following analysis:
. THE OPINION
1. Prohibition.
“In the instant case, the will
restricts the use of trust property
solely to charitable purposes."
(Op. vi: 4-5.)
; 2.—Single purpose,
It is represented that the trust
has only one purpose—''to con-
tribute toward world peace by
providing education for news-
papermen.” (Op. iv: 17-20.)
3. Educational purpose.
“Such a purpose is ieniante.”
tally educational. It has long been
the law in this state, that o trust.
| for educational purposes is a trust
for charitable purposes."’ (Op. iv:
a
Rome Nn Sige Se
ee he impleme nt fg |
follows:
aitise
“OY the sweat ul
‘T haye therefore lone chévistiod the hope that Praight be
-a fact that is lear from the
.
THE TRUTH
No prohibition.
There is no clause or term im
posing any such restriction.
&
¢
Multiple purposes. veal
The plural form in the words
“‘conditions'' and ‘‘purposes'’ re-
quires the interpretation that there”
ore several purposes and more
than one condition to be reme-
died.*
Not ‘cgndiieit.
There is no clause requiring ‘that
- educational means be used either
in whole: or. in part. Non-educa-
tional activity is permitted.
$1926 reads as
able to da somthing 1 he ‘Ap tiw arde thre COrree theory of the Ne condi
tions,
estate anal property
.
* & €
and to that end bhereby give and bequeath *
im trust for the foregoing purposes * * *."
* all of my
’
7 See
, ables for the
we
4. Fora professorship.
“If the trust income is insuffi-
cient, the trustees are to establish
a professorship."’ (Op. vi: 11-15.)
5. Bequest to Stanford.
The testatrix intended to make
a bequest to the governing body
of Stanford University.’” (Op. vii:
18-20.) |
5 °
Will 626-709
rien a the: thet privonmne abe
ulomsaid
eoollrne possible,
ells stahlish i rull- time prof
DLP Dies,
it iN tay ogee ated co pore beahiere that wrx sitled
swe ship hi re nner
11
2
Not required.
Precatory words used in this
clause disclose an intent to im-
pose no legally sai obliga-
tion.’ ‘
Not for the University.
"The will contains no clause re:
quiring the trust to be adminis-
tered for benefit of the University
or any department thereof. The
Foundation may be set up in an-
other State or place; operated ‘ine
dependently of the University.”
—<«¥
‘Tn the qadministratien at ‘yt Founda
rived: from said: trust propert
J aed avail
sritticie nt ter om ake steh
TD
runte
(fa ty Ba
.
im oles
wider
“Sarid Trustees”. ‘
n Throvghout the will dees (lent reters tes ite Pehstees as ae
There are twelve suede rete nee igiedicaatinige that the
DePSatis wetting Miall: be trtistees ter tier ‘bye fit srtiel peat For the use
we henett ot Stanford. The ENPPESS pur'pes ot thi trust in tor esterh,
Nvhoa Fouridation cetsel potenti TE With ineotme Prom reside at the
estate OWiR S225. The Pourmedationt tiaye dee established ai ams
pritee or places It yis thet leuran tty Necessany that the owe LIVE SETA been
anv wan sunaeher with oat Khe “will shows: that cleeeedenet hal in
tt ined the prosstbilite st Phat Streeesscr Trustees tigi bse appy nite te
TY id it out see Wills -107 : a ;
; “dt -n ust : ratede: stood “Yh, ato the saberter Pespechive Preentees
to the si 1 prediviedtiads dretade mameek cares te bee parte an
ull and without fail. and of ma said Trustees aad ov sated The
Leland Stanford Pinfer Universit, witt fer
Foundation of World Relations, hereinabove provided: ror,
they Wilist ela sO sitliteet ter stich hayue on beth the carpus of
derived theretran: igi _ *
aceept the said
“Said trust estate end all dieotie
ee a
“6. ‘Charitable status.
ee ie under the terns of
the founding grant, which is made
applicable to ‘all bequests fo the.
Stanford Trustees” by section 10 of
‘article IX of the State Constitu-
tion, the Stanford Trustees are
prohibited from using the income
and profits of the trust for any
private pyrposes.'' (Op. vi: 14-
19.) |
The True Situation.
I2
Non-charitable powers:
The Stanford Board is a corpo
rate body with both charitable .
‘and non-charitable powers. It has
2
acted in bath capacities at various .
times. It has” power to function on
“a non- -charitable basis in refer-
+ ence to this. trust.”
‘1. By. a failure to prohibit: nen- -charitable activity, the
testatrix authorize “d her
)
cucational me ans, she aut
By a failure to instruct or
T ruste es to enter this: field.
require shen to ehrplos
rized activities both eduea
tional and non-educational, thus conferring a&dliscretionary
power of selee tion.
“3. Itappears on the face of the wilkthat express ; pewe I
_Wwere relied on in_respect. te administration of the corpus
ofthe: trust Tund set aside for maintenanée, sand that
implied fowers were-to be used by the Foundation in. the
execution of the trust purposes.” "
q, Cosparite powers are’
Fy; 30601-21303. On October 17,
affiliate,
search .on a- fee
charitable business ever since:
contract basis.
conferred by
1946.
“Stanford Research Institute’,
See
Edueat ion ( ‘ode Sees
Respondent anearperated an
to conduct industrial re
and it lias engaged li this mon
Footnotes S10) at page PM at.
the Petition for other data redarding ‘non-charitable powers _
activities of the Stanford Joard.
There is power to incorporate and
operate decedent's Foundation on the same basis.
10. The express powers conferred ino respect fo *idministration
of trust funds inelude:
in securities, land. real estate
CONVEY ;
nite term. See Will 5:62-6:17.
Right to postpome expenditures ;
morteages ;
authority to retain a specific block of stock for an indeti
There is no provision indiearting the
to invest
power to sell, assign. and
means to be used invearrving out-the trust purpioses, Unless there
is broad implicd power
avonld fail for uncertainty.
there is ne poWere in which case the trust
=
i
Pf
.*
* . -
. * .
. r . ° ”
. . e
o
.
13 . / a Ps : ; >.
4 ‘
- 4. dh addition, there is a broad frant of general power
to do anything likely to cor reet an of the conditions. nen-
tioned in the pret amble.!
——— 2 —- * = be Ss °
~ The | ‘oundation oe perpetually maimtaimed with estate
income will have charter purposes capable of being, éar ried
out bw either edueational or non-educational, charitable
noncharitable, means. The molding. of public opinion mals
he tempted by entering the television and radio broad:
pmunere ‘ial sponsorship. The knowledge.
of our cifize ns in retard to- fore ‘ign affairs may bei inere rmasect
easting field l. “with ce
hy publishing a magazine, newspaper, or information, bul.
Jetin te a list of paid subscribers. Re search may be con-
ducted on a fee contract basis for the benefit of publishers
wot edue ‘ational materials by marr angement similar to that
“NOW used hy Responde atin TTT C ascot Stantopd Re search
Institute. These are only a few of the possibilities, The
Foundation will have discretionary: power to Cngave Un any,
ofthem | Shoat Ne Rae PR
An outline of the true legal interpret: ition of his will Ix
. .
set forth in the ee mdix.
aA
Refusal to Enforce Statutes Controllieig Interpretation
, The statutes’ which control here sure the P Dia ‘ihe
> Segtions cited at page Vol the Petition.
Section no requires alf wills to he in writing.> >
x: nder Section 100, the © ‘ode angepilte to: it Rill au Poetines
prape rty with the State. ;
Se tion 105 restricts? the determination of inte nt to the
1S Will 4219. pe ae have therefore lene cherished the luope
that | nueht, he able bes cder some thang to. he ly) toward the correction
af these conditions, and to that end Ihe reby’ itive «4
"aie | ; re ees.
words of a will. It prohibits resort to extrinsie evide “1
except wheré the words used are ambiguous: or wicertain.
asx to meaning.” a Mies ee
Under Section 102, meaning and some «ffect inust. be
given to all of. tin words in the will.
Section 10G requires, that, the words be taken in’ their.
ordinary pm grammatical sense; that ‘technical words die
given technical mei ming. eee ee Sri ee
These rules havé been strictly enforced | — ASUS,
We cite the followi ingas examples: .
E state of } oung, 123 Cal. BOT, 44390 P. “101 1: inten:
tian to he sought for is not what existed in the
* anind of testitor “hut nat which is “éxpressed in
is the language of the will.” Sree teeters
ee Bstate-of Lyons, 36 Cal. App. 2d 92; 36 Pad TIS:
‘ = there can be no reformation of a will on the round
of accident or fnistake. | 7 .
= Prirson Ty thane ny, fo-Cat Appe 2d Bote PT Pa
ee if the language of a will is cledr, ie inte nt ‘as.
shown ‘by such lan: enage must be carried out,
* vardless of -how-sunusual or unre: sonable the, ane
may sie hi chicas eae
See. alo CASES cited in the footnote. ” mbes
———, 4.
. \?
a ee. Se ‘hie ‘nan uncertainty arises upon to face
of a will, as to fhe application of any ‘of its provisions, the testator’s
intention is to he-ascertdined fromm the words of the will, takingints
#ee
view the circumstances under w hich it was made, ,
13. E state of Northeutt, 16 Cal. 2d Bs ( ISS. 107 P.2d 607, G10:
words of"a will are to reegive an interpret: ition whieh will give some
"effect to every expression rather thar render certain parts, inopera-
tive; technica] ‘words are to be-taken Ina te¢hniéal sense where fhe’
will was the work ‘of a legal dPattsmiin. Estate of Boarn, 25 Cal:
App. 24 590, 595.73 P.2d 193, 196; words must be taken in their
grammatical sense, and technigal terms in their techmieal meaning
where the draftsman was an attorney. Estate of Walkerly, 108 Cat.
tt
‘Weetion of the laws.
The failure to enforce these statufory ules in, like Inan-
net in the case agbar as deprived Petitioners of their prop-
erty without due process, and denied them thé equal spro-
Entry of a Judgment Based on Illegal. Evidence.
: a
APpresmmption, lawfully: applicd.:ig, evidence ‘to the gine
extent as any other form of proof.!! ‘Khe State court sought
here to apply a presumption in Respondent's “favor indis-
regard ofthe meaning of the words in the will and i in Viola-
tion of Probate Code Section 102: |
“The Wwerds ‘of a will are to receive an interpretation
which wil wive to every explessiongsome effeet, rather
than one which will render any of the expressions ine
-yperativer and of fico modes of mtcrpreting a will, that
is tobe preferred which will prevent a total intestacy.”
xy he re is no rich to apply’ such, pre <imuption except. whe re
the words have fito or pais possible Interprebkataoiys one
: he
pot sealed weet pentilt ite tH -Hites betes
tere Hit ~ eee ie
en,”
iy
‘theiy ordinary and grammatical sense,
There is no, provision wuthorizing a presumption in favor
of Seharite’ as.sucli. The only basis for “presuming” in its
favor is that provided in Section LO2, Mieawords inthe will
must have vat least two possible miterpretations to justify:
resort to any’ presumption of any kind, ate :
Here, the words ‘are -both clear agd contin. Taken in
i, disclose i trust:
for a mixture of charitable andnon-charitable objects, Dis-
41 PL 7722 awhile itt may be xard of all wily that “the testator
eB is toomake a valid disposit! on. a court is nets authorized on
that round to modifye or yary-the plam lengnage.s ‘hus creating a
new and valid will ever though mie he certain thatthe testator
would have adopted such inte Ypreti ve had he known that his own
attempt wi as invalid, ;
14.0) Code € iv. Proe. Nees, 150: 1961, ger 903.
. “ae 16°
rep arding this factual situation, the Court resorted toa
“presumption” on ge nerd pracctples.” Tts condtict wats une,
authorized, and a Violation of State law. The judgment is.
based atithis ind of ile ul evidence. A de mia! of due proc.
Oss ‘and equal protection Was the result,
In criminal cases it fy settled that due process isalenied
by the ‘receipt of *iMegal ev idence." The due process Clause
has the same me: aning in’ the F ifth and F ‘ourteenth Amend.
ments, From the due process standpoint, there ean le ne
difference between criminal” and Civil proceedings. It fol
lows that the Gourt, in relying on illegal evidence in the
form of ‘ah unauthorized: “prestunpyion™ . Was. party’ toa
violaMin-ot constitutional rights. ee Am =a
Arbitrary: Presumption i in Favor of licen:
"No State has pewer to establish or enforée a rule where hy
one part’.to a civil action will be Tavored or “preferred: to
the detriment of another. In-such case, due process and
equal protection gre denied, regardless of whether the
“rule” is one based on statute or a jude ‘ial interpretation.
ofthe Peommon law" ¢Shelleg ve. Kraem mer, ddde JS. 1, 17).
The conStitational standards required, i Sueh a case are:
those emuneiated | i Bstate of Kling, 138.Cal App. S14. |
319-520, 82 2.2 md Oct, cited at pase | oof the Petition. The pan
15. The epinion states. thaf ** * * courts look with favor “upon
all attempted charitable Jequests and eg resis no authority to con-
. strue a charitable bequest, as legally void if it can possiply be made
_ good. It is the poliex of the law to favor gifts for charitable par-
poses and a will providing such wil'ts will be liberally constiuyd tos
actomplish the inte ‘nt of the donor.’’ (Op. iv: 4-10.)
16 Benants v. United Statis, 355 US. 96 Hawkins ¥, nite
States, a ark et. ‘Term 158, CEM p. 118; Giordenello v, United -
States, 357 US? 480: Millir v denited States, 357 S. 301. “The use
of prohibiged ig v cdi te deprive Petitioners of their gproperty.
‘rights in a State court. is: similarly. i Vivlation of the Fourteeyth — g
» a .
Ame ndme nt. we ; . ."
, . P ’
. ‘ ‘ 6°. -« o
+ failure to apply the minha constitutional standards set
forth’ in this opimion Was a widlation of, thie ‘Fourteenth: |
- Minendinént.; Respondent is trol above-the Taw, It is subject,
to theo same rules ds
case confers no
‘
hand
anee of an individual Waving ne power or influences Under
“he Constitation, all porsous are suave anteed” due. process
and equal protec tion,
—————
other litigants. [ts presence in this: “afl
Gater poweron a Fourt than the appe aur : :
Refusal to Enforce Laws of ehactlenes: , as |
+3. constitutional and stators v rule seainst dixeretion- -
e ane non- charitable powers ix/part of the lawsof inher ifance
of the-Mtate of: ¢ ‘alifornia. There is no right to inhe ‘rit under
| a perpetual tr containing such a provision, It was the :
hate of the Cou¥t to enforce this’ law as ie fect git date.
| of death: It has heen strictly and uniformly “enforced. i n
= : other res : a ee ae a
- seen : oe
q : Extate of Sutro, loo Cal. 727, 102 PL vos:
| Estate st Vance, FES Cal. App. 163.4 Pi LOTT: c °
. OE stateot Meher, VeCal. App. 244, chsnigt: ‘a8 |
: thas Estate of Kline ABS Call pp. 514,32 Pld 677:
j Ne | Bistafc oft [. abodi, LE Cal, App.: eo coe. TO PoPd 249.
Due process a ee qatanl protee tion Were de nied Dv a iyi
cal failure to provide the same kind of enforcement an thie
/
case at bar. sa aa |
-
‘
- Exercise of Legislative Power by Judiciary.
The ¢ ourt souvhit to change the State law of Inbreritance
Jnvalidating these tris ts byeancvattempt tee vereise Je risa
ive power ret roatet ivy lv. Phe State Jidieiary fits ne such «
— jurisdiction or qutheritv. The modifieation. amendment of
‘ a 18
repeal, of these laws is thie sule pre hagataye of the Legisla
ture. als : be
See: * i |
Estate of Ingram eS ¢ ‘al. js, s88; 21 2. 4353"
. state of DeC arn, fol. Cal, GS2, GSS; SOP, S83,
. S36; - .
. °° eatetle of Kirby, Po2 Cal. U1, oF TSE PAs
Mand veo Catherwood, 67 Cal. App. Yd 656, 645+ 105
‘ ect? 114." ae | Soh ;
Artic ‘le TLE, See. 1, of the State Constitution, provides kor
a complete peters of powe rs? Thesanauthorized act of
any departine nt.of government is unlaw fu aud therefore a
denial of due process. This ( ‘our#4iax x0 Fifled ivmany cases
— power and perheche tion atthe § ede ral be oe
= /
—Wee: A ae, ; _—", ‘
Given reo MeKlroy, No. ISO, Oct. .Terin, 15s, -C C oT
p. LOSS; lack of authority by-R&ecutive Order or
Act of Congress to sustain exercise of jurisdiction
contend that ina ease like the one at bar the children of a deceased
sister cught to have.a’ share in the estate * * * Succession ta’estates
‘is purely a- niatte rof stafutory.regulation, whieh cannot he changed
by the courts.”” (75,Cal. 88.)
18. Involves the question whether 4 Bete not convicted ot
murder of the decedent but held giulty OF manslaughter could in
_herit. See 162 Cal. 94: °° The right of inheritance in this state does
“not depend upon the ideas of court or counsel as fo justice and nati
ral right. The entire matter is in the control of the legislature and
depends wholly upon the provisions ‘of the stataite; regardless of our
_notions of natural right and justice.
19. .°** * * We must bow to legislative direetion when. we. are
told that if the descendants are not of equal degree ot “kindred * they
take by ‘ight of- representation” * * *) ‘StTeeession to estates: is
purply a matter of statutow@rezulation, which cannot be changed
\ a
by courts.” °
20. ‘**The powers of the coverpment of the state of California
shall be divided ‘into three ap de partinents--the legislatave:
executive, and judicial: and no person charged with the exercise of
powers properly belonging to one of these de ‘partinents shall exer
cise any funetions vs abies te cither of the others * * #7’
17. It is vain to argue against the injustice of the rnle, or to.
=
f x: / |
j
' : 19 ait, é Pa
by the Office of Industrial “Pé reonne| Security ite.
“View and other agencies ® ae
Taylor ve Meklroy, No, S04, Oet. Tern, Has, COM
p. ZOSUS concerning Sante issue ¢ te
Duncan vv. WKehanamoke, aed) [uS. ob4: validity of
martial law in Terrgory of Hawaii:
Crrancille-Smith, Granville wtih, ra es -1: want.
, of jurisdiction in District Coutt of the Virein I s-
| lanky to grant a divorce under certain cofitions.
Retr Si. Hobby SAY COS OTs action by 4 ovalty Re-
“view Board Jn excess ut tuvindictive aaee kexecu-
tive Order and held to be “an unwarranted assump.”
: a tlon of pawer™ ,
; We Wee. Covert, od TS. Pe want of authority te supe
Pn oy Sport court tuartial trial of civilian dependents: ie-
; | COMPANY Ing members of the armed forcessoverseas
in tine of Peace ¢ | . i: .
we Harman}. Bruckner, 355 US. S79 want of authority
* : in Secretary of the Any to isstie “les: than honor
able tiseliarge based on-conduet prior to inddetion
inthe armed forces : | _ § |
Went v. Dulles, 357 VS unanith Wine dl action of
Secreti sot State in de MV Ine putssport because of
alleged communist affiliation and pais nembership
‘ so in (Yoimwrunist Party: c i
Dayton ‘sh Dull ree Ti UC" * 44s s SUNG issuer uvolying
“person having allege a, association With ime anhers oft
the Rosenhe re explonage ring: ; -
— Ee itarelly 4 Svaton. No, 11, et. Term, Mas. eH :
p. 1330: RETA order of discharge of: Interior
Department emplovee,
In Penusulvania v.. Nelson, 3501058, 4! IT, State action Was,
“set aside on jurisdictional grounds, it being held that Con
eres had preempted’ the field wo Smith Net casey thus
. .
* ‘ : : ©
‘ .
‘
ae a 20
depriving the States of authority. Sweesy ve New? Hany
shire, 34 U.S. 244, questioned, the authority of an in
vestigation alleged to have heen sponsored hy the Ney
Hampshire State Legislature, a fairanagins S Sheetgd
Tube Co., etal. v. Sawyer, 343 S. pe 9, the Legistitive:
Act of the © resident in ttn NOPATIRE of the ‘steel mills
was held unconstitutional.’ : .
The exercise of eta ee by the Judiciary i-
subject to the same prohibition and must on likes grounds
be held a denial of due process, This is the law at the
Federal andéalso at the State level. There ix NO power in,
the Judiciary to alter it in any respect.“ It follows that
the attempt to so legislate as to’ confer inheritance ‘@ rights
on Respondent. Stanford Waser Violation af the our
teenth Amendment. The re troactive feature of this judicial
legislation is, in itself, an-infringement-of basie rights. _
Constitutional Protection for Property Rights.
“A study ‘of the opinions rendered from Volume 346,
United: States Reports, to date, indicates that the follow
ing are the only Cases during that time dealing With pre >
2). ‘Breet Seizure Gases: Majority. opinien by Justice Black
“*The Constitution limits his (the President's) funetions in. thie:
lawmaking process to thesrecommending of laws he thinks wise ane
the vetoing of laws he thinks bad. And the @onstitution is neither
silent nor equivoeal about: who: shall make laws which the Presiden!
ix to execute.” 3430S. S87. Justice Frankfurter:*The Framers.
‘however, did not make the judiciary the overseer of our govern:
ment. They were familiar with the revisory functions entrtisted te
Judges in a few of the States and refused) to lodge sueh powers in
this Court.” 343 U.S. 594. Justice Dougtas: ‘SS The doctrine of the
separation of powers was adopted by the Convention of 1787. net
to promote efficiency but to preclude the exere “ise of shag ry
power.” Myess v. United States, 272 TUS eben 293.""(343 U.S. 629
22. Ullmann ve United States, 350 US, 422, 428: i Nakita new
van be put into the Gonstitution er through the amendatory
process, Nothing old ean be taken lout without fhe same process."
7) oe
tectron Of property-or property. rights under the Fifth or. -
Fourteenth Amendments :
_ Brown ev. Board of Sbivabiun, 347 U OS. $85, 495,
' involving fiiture earnings possible wath improved
;. . educational facilities ** 7
Bolling re Sharpe, 347 U.S. st —-ceme Issue in re-
spect to District of Columbia:
Barsky vo Board of Regents, 347 US, Hz right ‘to
practice medicine;
. : Schware v. Board of ‘Bar Examiners, 353 US. 232—
right to prac tice law: i
' Konigqshera tr. State Bar, 353 Us. 22 practice of
| —_ ¢ e epee ey ie ae
| Shelley vo Kraemer, 334 ©S. 1--right to own and
occupy real estate :
eh 2 Spriser re Randall, 55% US. 515—vetefans® right to
tax exemption: . }
First Unitarian Church v. Box Angeles, 397 ULS. 545
~—tax exemption rights of-a chureh:
— mr Mcklrow, No. ISO Oct. Term 1958, - June
. 1950 PCCH p. LS8d)— loss of increased earn-
ings available.but for denial of security clearance
in defense industry :
Taylor +. McElroy, No. aM Oet. Tern 195s, June 29, :
1959 (CCH p. 2089) -carnings lost] i in defense in-,
| for want of cles AANee %
: — Cole. Young, S01 US. 556 -emploxee of Federal
! De oad At of Health, Edue ‘ation, ahd Welfare:
° . Peters rv. Hobby. Yo US. 38 -earhings ef em-
plovee in Federal Security Ageney : |
Today fedneation) isa principal instriment in awakening
the ehild to cultural values. in preparing kim for Tater professional
training * *.*. In these days. it is doubtful that any child mas
«reasonably be expected to sueceed in fife if he-is denied the op pat.
tnity of an education.” "(347 US. 493)
) oe. ee ‘ ;
Vitarclli 7. Seaton, No. 1OL Oet. Term 1958, June a
1959 VCCH Ep. EAIQ)-searnings of Department of
“Interior employee: | Pe esti
Slochower @ Board of Education, 300 US. 901
earnines of ANKE LAY professor at’ Brooklyn Col ¥.
lege, Ingintained by “City of New! York:
Beilan v. Board of Education, 800 US. 399-—-teacher
in Philadelphia public schoolst.« ie
Lerner ve Casey, 357+ Ua. 468—subway conductor
employed, by New York City Transit Authority.
ak
Memorandum opinions and orders to reverse or allirn are
not included in this analysis, there being no way to deter.
mine the basis for those rulings. The lack of Property
Rights decisions in other ateas indicates the necd for-an.
exercise of certiorari jur isdlic ‘tion in the pe nding matter,
Certiorari to Enforce Constitutional Rights. —.
Rule 19 wes not intended to cover or Indicate all types
of cases within the certiorari jur inclic ‘lon under 2S ULS.CLA.
Sections 1254 and 1257. The ‘re are many cases arising unde 7
- those jurisdictional provisions wliere the duty to enforces
Is clear, and writs have issued in the absence of unusual,
important or unsettled questions i. We cite the fol-
lowing ax examples: :
Dickinson vo United States, B46 US. 380 review of.
evidence on denial of exemption from military
sertice of person claiming status: as a ininister:
of the go-pel: a)
Leyra vy Denno, 347 US. 546-—-whether evidence
disclosed that a confession was obtained under
_ duress: a -
Wilhams «. Gedrqia, 349 US. 5705 > whether evidence
showed that a negro tad been validly deprived of
x
.
a
: pn
Sg
23 | Se ae
his right to object to. the composition of a jury
5 c a
panel ; -
Herman v. Claudy, 350 ULS, 16. -whether a plea of
guilty was obtained under duress: 9
likes.v. Alabama, 352-U.S. 191—!whether confessions
ofa negro were obtained under duress:
Delli Paoli ¢. United States, 362 U.S. 232—effect of
the introduction of testimony of certain saa
tors on the right of other defendants to a fair trial; Pf pkcae
Blackburn v. Adabama, 354 U.S. 39: 3—remand to
lower court with instructions to detérmine whether
confession Was obtained uhder duress 4,
Mallory ve United States, 354 U.S, *40hwdidite of
confession in view of length of time covered. by
detention:
“Rowoldt v.. Porte ite. gaa U.S. 115 —exaniination of
evidenc ‘e to determine ei ther “C ommunist Party
niembership of a deportee was *a “meaningful,
association” under Sec. 22 of the Internal Security
Act of 1950: Coa
Sherman v. Uvited States: 356 US. 369 —suflicieney
of evidence respecting an issue of entrapment, im
a narcotics case: sae a
Vasciale ve United States” 356 US. 386-—whether
issue af entrapment: was- properly subtiitted to
the jury: . ee
Payne ve Arkansas. 396 aE US. GO when ther eas re Was
ade ia of due process: in obtaining confession
froma negro:
Nowak v, United States, BAG US, G60 setting aside
- denaturalization order agains t former Communist |
Party member for want of “e lear and convincing
. evidence’: ' a nae °
4 Pi ; : i D4 = a4
Miller ov. United States, 357 VS. 301 sufficieney 6
evidence to sustain search, seizure and arrest it
‘a narcoties ease: eos
Ashdown +. E tah, BOT US. 426--Peviewing evidence?
In respect to a confession given by widow, ina
oo es Mnurderceiseatter déecOdent's Tineral: ;
Cropker v, Calrrornia, 307 VIS. 455- validity af cor
fexsion given hy a college student ina miurde t
“ASO | |
Cicenia ve. Lagaye 357 US. S04. -also involving ean
fession and a plea of duress :
Irwin v, Dowd, No, 05 Oct. Termy Ws, May 4, 1055
(CCH pp. 1125)—-review of evidence in a habeas
corpus proceeding to determine «due process isstie
: + inaNState prosecution,
Summary Relief on Certiorari. —
This Court has the power to issue’ a writ ak eran
SUMary relief thereunder, That procedure: hi as heen fel
lowed in nrany cases, ine duading the following: Tere
Nitchens ve United States, Misez Xo, BY, Oet. Tern:
1958; ge .% ee
= ted SAY. ca rel, Parusworth ny Marphi., ASDS
——— Met. Term 1958;
Sagamon Valley Teltviston el arp. t. Uvtted State
No, 235, Oct. Berni W958 ne ; :
WRT. Telovixiiur’ 7 orp. Ce nited State . re
Ovt: Term 1958: -*
Vew Orleans City Park Tm procenee wt. Assn,
/: Detiege, No, 285, Ot, Perm 1958:
WORZ, Tues. Federal Communications Comm. No.
349, Oct. Term: 19585 - ‘
County of AMeaheny: re Frank Macbide é'n.. eae ts
. 347, Oct. Term 1998; .
.
SO nee ene
25
_ United-states +. Halley, Noo 300, Oct. Terni 1058:
Smith vo United’ States, Mise. No. Wz, Oct... Term:
1958; ; PARE so:
Townsend v. Nain, Mise. No. 592, Oet.- Term 1958;
Hand ford v; Uwited States, No, 78. Oct. Term LOANS:
; EDITS a ion Local No, sia ¢, Seren-l p
Bottling ( ‘ulepiian of Of. e re Wittrtes—Noe 169, Oct.
Term 1958;
Duer ve. SEC. No. 67, or. Term LODS:
DeVries +, Baumaartna S Blectric Construction Co,
No, S54. Oct. Term 15s: |
Ohio. ea rel, Klapps t. Dayton Power a Light Co.,
No. SOL, Oct. Terni 15s. |
The record is clear, tt discloses re ve ‘rstble error on Fed:
era srounds: that a deeree should: he entered Instructing
the Superior Court of San Francisee: @ ounty te grant the
Amended Petition for P reluninary Distribution and [-
Ae Dae%e: ° . &
termination of Heirship. (Ree. Hem ee. 2. page SP) as
praved, Petitioners apply for sHnmatry relief, to that effect
purse te the certiorari power of this Court,
Denial of Due Process on Appeal.
The due process clause me plies fo the proceedings of the
appellate COLTS, Constitution ti Protection singe end
at the trial eourt level CShellow «, WN racmer: ae US. 1p:
The as cases ire awed on this interpre nee of the.
Fourteenth Amendment:
‘? Blachhiirn vr. dlabame. m4 TUS. S92: remand and
ye a requiring the “appellate court. fo Xervixe
Jurisdiction: IM Pespeet to ste ited Issles >
Chessman ce. Riche 4 Us Mi: false transe cript on
appeal:
Griffin. WMinois, SV US. Ve: duty to provide an
«
v
appeal transeript Without cost, to an mdigent -
defendant in-a criminal. case. ee es
It ix true that there is ne constitutional right te an ap
peal. Finality may be given tethe judgments of trial courts,
However, when the State does provide tor appellate review,
all litigants ‘are entitled te equal aecess to that remedy,
and to the benefit of die process in the Appellate Court
designated ly the State, Beequal protection requires that'the
review in@all cases be in aceortlinee with constitutions!
ic '
°
I.
standards.
The Motion for Disqualification. = =
Respondent seeks to prejudice this Court ‘aeainst. Pet.
tioners by a reference to the: Inetion te disqualify, filed:
by Petitioner Naren M. Sargent, in respect to Assoeiate:
Justice Dooling. ‘Phe QetION I qitestion was taken in.good -
faith. Subsequent events indicate a lreasonable basis for
the motion, regardless of the outeome.,.
This Associate Justice sat as one-member of a panel ot
three, declining to vote either in. favor of or against the |
opinion and judgment of the Distriet Court of Appeal. Ihe
decelinedk te participate in the action ar that Court on Pets
tion’ for Rehearing, and by his inaction, Petitioners were
deprived of ‘the: benetit of a full consideration hy fire:
Appellate Uourt Justices. An effective dissent by one men:
ber of accompletely independent panel could well lave pre
vented the sequence of events we now Have. The situation
Lis quite sindlar te what would exist if a jury, entitled to
render a verdict by two-thirds vote, ineRided one or niere
persons under disqualification, are
It sis true that Article VA. Séetion da, of the State
( onstitution, nrovidtes IS THRGR ANNE Wstices shall constitute a
quorum, and permits eafry of a judgment onthe coneur-
es
Pd
aes
mf
Bemnde tm
ee,
rence Of that number, However, when three Justices con. -
vene and actually funetion as a Court, die process requires
To. active participation of all of them-—by. either con:
curring in, or dissentin& from, the action. taken. Inaction
reabdieation of duty by any iember of the panel
denial, of hie process anid the equal protection of law con-
tentplated by. the Constitution of the United States. Peti- -
toners were deprived of the benefit of this sitfequard.
The ground of disqualification rehed on fhere was bias,:
prejudice and hostility necessaruy resulting fronfa contro-
versy involving the Associate Justice and Petitioner Aaron
M. Saryent. ‘This Petitioner Ix an atforney — has been
active for’ Hany vears Kn anti-coi;unist work. "He Was
present atia public ineeting where the Associate Justice
presided. He entered his objection to statements there madé
by the attorney for the Qonmunist Party of California— ~
a pefson invited toc be xtest spe ake, “The said Petitioner
Wits a Ine ibe ‘root the: soreanizs ition <ponsoring the mee ting.
The. re anarks Ivy nade were in his legal eapecity as a mem-
ber, He sought to prevent abuse of the facilities of the
organization for prépaucan ta purposes, Hix exercise of the
right to freedon of speceh ‘was directly concerned with
sich membership. The organization was the Commonwealth
Club-ef California. ‘ . bis aan
The guest speaker, an accredited representative of Com-
Inunists. Was then under a sentence of imprisonment for
‘ i
criminab-econtempt conunitted during the trial of the leaders
of the Communist Party of the United States, before Dis-:
yee Ye
24.) The Noties and Statement Respecting Disquatitication. and
supporting documents, Ree. Tt we. 7, confirms the status of Peti-
tioner Sargent as amcae active anti-Comniutist fawver. See also Sargent
test bnony befare Aone of Representatives Special Commitivte to?
Tivestigate TayExempt Foundations. H. Res. 217 «the Reece Com-
mittee), “Hearineys. Part Tip 188-409 (S3d Cone.. 2nd Ses.) soa
publieation, within the scope of indie ‘ial notices.
%@e
28°
2
trict Judge Medina .in ther case aft nite States v. Dewnis;
etal.’ pet
The conduct of the Associate us stice Was necessarily |
volved inthe action taken at this mee ting, and ne
(See Tee. Items 7,8, 11, F2). The motion Was- presented in
good: faith. In view of this Court’s decision in Oputt '?
United States, B48 U.S. 11, it should have heen granted.”
°
The factual situation ix quite similar to thet now © xisting
in réspect to the. proposed visit and the liospitality to be
extended to Nikita Khrushchev, as official re presentative of
the Soviet Union. The hostilities that arise under these
conditions show bias and prejudice as a matter of law, ‘
.
,
Equal Protection on Certiorari.
The question arises: What are. the rights of non-com-
‘munists and sei alu el Do they have the same rights
as the petitioners in. Schware v. Board of Bar ia raminers,
.
i ’ ‘ “a” ‘
4 TLS. 252 ‘and ay. re State Bar, B33 UN Bae?
From the realistic, as well as the legal, standpoint are the”
rights of persons without revolutionary, radical or other
Left Wi ing affiliation equally well see ‘ured?
25, The meeting was one of the Commonwealth Club of Cali.
fornia where Richard Gladstein, not a Club¢nember,.was invited to
appear as guest speaker, taking this opportunity. to denounce the
*Un-American “Activities Committee of the State Legislature; using
Club fagilities for that propaganda purpose. At that’ fime, Glad
stein had been held guilty’ of criminal contempt -for miseonduet on
the trial of the leaders of the Communist Party of the United
. States. be ‘fore District Judge Harold Me “ina in the « case of United
States v, Dennis, ct al. and the contempt citation was stistained hy
the Court of Appeals in the Second Cireuit, See United States °
Nacher, et al, 182 Fd 416, 430; also, concurring opinion of Cire uit
Judge Frank, 182 F.2d .453-454, holding the conduct of Gladstein
and Associates to 0 the equivale nt of ‘assaulting a pilot of an acro-
plane in flight. or turning out the lights during a surgical opera-
tien.” eae . ee cae
26. Code Cir, Proc. Section 170: Ginmetti ve. Etionne, 219 Cal.
687, 28 Pied 913: Evans ye. Superior Court, YOT Cal. App. 3722 352
«
: 29 ac 7
It is sometimes inte rred that the practical operation of
the Fourteenth Amendment is limited ‘to racial and, group
interests. The following: dictunr in Shelley vt. Kraemer,
$04 U.S. 1, 1 although a clear departure from the actual *
- text of He Amendinent, nay or may not have heen intended |
to lead to sue ‘han inte rpretation: f aa
“The Fourteenth Amendment declares “that all per-
sons, Whether colored or white, shall stand equal -before
the laws of the States, and, insregard. to the colored
race, for whose protection the amendment ‘wa pri-
‘tharily designed, that no discrimination shall be, made
against them by law because of their eolor.’
The Ariendhisent contains no such declaration; nor does
<i to persons either “colored” of “white.” No term
req@ires racial equality, This has been the result of judicial
interpretation, ‘The Amendment protects persons because ;
thes are persons; not because the v belong t to some partied:
lar-race; class, or ‘group,
“te only” Amen; line mts referring to slavery” or “Ye ace”
~~ are the Thirte enth,-cone ornming “involuntary ‘servitude’ >and
the Fifteenth, securing the “right to vote.” No racial interest
is required in/any proceeding under the Fourteenth’ Amend-
ment. : : eo é
Due process clause under the Frfth Ame ndinent includes:
equal protection (Ballina i: Sharpe. 347.08. 497). The
rule in Shelley a. Wracwer: 334 0 44, applies to the Fed-
eral as welbas the State judieiiry, T he exercise of certiorari .,
- IMnsdietion should he Subjeet to these constitutional: re-
quirements and a writ issted, of course, where due process
_is denied in a lower appellate court.
Additional Questions Presented for Review.
We cite the following and request that thes he srg led to
the Statement at paves 4-7 of the Petition:
oe
\
. y s.
f ae ee
Kighi . —s
highth: Due process ‘in civil actions. ds there anyedi--.
: tinction he tween the requirements of due process anel equal’
protection in a eriminal proceeding and those standards ws
applied to a civil action- except in cases wie Te thie canducth
complained oftis not the ac ‘tot the State? + Fs ‘
“Is the ruledan Tomson ¢, Butler, 136 Fizd 4, 647, xul-
ject. to the qualitic ation that constitutional rights Must be
entoreed with full equality e xee pt where cae tion hy the Strate
x lacking? Re 7 caer. , i
Ninth: Refusal to enforces laws. Is in a denial of die”
proc ess and equal protection for the judiciary of a State
to.decline to enforce the established btw ina partic ‘lar case
Where it is evident that it has hee nthe prac thee to ree ognize
“and enforce that law .in other cases of the: same type? Is
“this a eons stitutional duty where the law in question ix pre
scribed by the onstifution or Statutes of the Statesand,
for that reason, Ve vond the controlof a judicial howdy?
Tenth: Judicial powers Dothe opinions in Youngstown
Sheet & Pool Co. rv. Sawyer, B40 S579, Groowe , wee
- Elron. No. TSO, Oct. Term IOs, CCH pe. 1983 » and similar
Casery © stablish the proposition that an exercise of legisia
ustive power by the judiciary is unconstitutional to the same
.
7
extent as resort to such power by any others department
. ie . . °
other than the legislative branch? Does th®rule apply te
the judiciary of d State as it doés to the Federal judiciary !
Additional Redsons for Issuingthe Writs. == tt
The wrongful interpretation of decedent's trust has ere--
ated a situation ‘where Federal estate taxes estimated ate
“dnore than $1605.000.00 may not he recoverable—unless the
Federal authorities are at liberty to disregard State court
judgments based ena refnsal te enforce the. State law>
This situation is Mnportant from the tax evasion stand
point... .
31\ “aie oP ae: s
4 The view often expressed that the Fourtee nth Amend-
nent as now interpreted applies only to rac ial «or other spe-
cial inte rest ¢rajips should be corrected by a re-e xamination *
of the dictum in Shelle yr. Kraemer, 834 US. 1, 21, and by
a recdefinition’ of the broad Scope and pare of the
Amendment, &
‘It is. axiomatic that this Court: exercises an important
influence on State ‘courts at all levels, The abuses here
involved must. not be peginitted to go unchallenged if the
integrity of the judicial process ix to i maintained. i
Status of Petitioners. — ; :
The essential facts concerning -the status of Petitioners
are summarivedin Footnote 25, at page 28, of the Petition.
Decedent’ s trust is wholly void’as conteary to the public. :
policy y, Constitution, and Statutes of the. State. In conse-
quence, Rexponde nt-can derive no rights therefrom.
The situation is one where failure ofa particular party
to act cannot validete the trust, which is incapable of rati- 2”
Peation, The ¢ corseqnence of 3 a failure. of decedent's first
cousin, Edmund More, Ir. to claim property of the estate
‘has been that his. share devolves on others, 2.7
He was party to an agreement whereby Petitioner Aaron
MM. Sargent aequired an undivided one-half interest—which
“agreement was never cancelled. The ‘re Was a Waiver and.
relinquishment as to the remaining one-half, Although duly.
notified of all steps in these proceedings, Edunind More,
Jr. has entered mo appearance, did not participate in the
hea aring, failed to appeal, and failed to join in the {petition
for certiorari. The termimation of his richts are now res
adjudieata. Full details on this point will he found in the»
‘follow ing Diets filed in the State Appellate @ ouUrts ©
Appellants’ @pening Brief, pp. 56-60 (Pee, Item 3) +
er a Brief, pp. 101-106 (Ree. Item a).
~~
32 . ,
‘ CONCLUSION -/ ead
It ix respec trully submitted. that “Fall relief should. |
vranted pursuant to 28 US.C.A. 1257; that writs oe
issue, as this Court aay determine, either to the trial court,
the appellate wourts, or both, : <
Dated: San Fyancisco, California, Septe mniber 14, Assn.
AaBox M. danude VIN
Attorne y for Pi tition rs
‘ (Appendix Follows)
wa
,
e &
>
a °
&
Ms v:
s
°
.
ws * .
8
».
é Ld
1
.
. -
; ¥.
+
° .
‘>: ’
_ Appendix
True Legal lute rpretation of the Will.
This analysis of decedent's will is made for the purpose
of determining whether there has been compliange with, on
violation of, the rule of properts established by the Bishop
of: Durham éase and given statutory effeet by See tren 22.2
of the California Civil Code. The rule as there stated is the
follo ving: :
“The question is not,whether he (the trustee) may
not apply it (the fund) upen purposes strictly chari-
table, but whether he is bound xo to apply w?™
Estate of Hinekleu, 58 Cal. 457, at 509, confirmed the rule
with the following interpretation : ;
“Where a bequest is made for charitable purposes
and also for purposes of an indetinite character, whieh
are not charitable, the whole bequest will be void.”
And this interpretation was confirmed by the State Su-
~ preme Court in Estate of Sutrd, 15 Cal. 727, at po 734, with
the following statement: Le
“The fatal objection to the validity of the trast is
that it authorizes the funds to be devoted te PULP pases
other than charitable and ‘that it leaves the question
whether it is to be devoted to charitable purposes, or
to other uses not charitable, entirely in the discretion
of the « recutors, ore in case of thes ‘ir default, in the dis.
cre tion oft the Roard out Truster Fa
< are dealing with a perpetual trust. Its validity there,
ore depends on whether disere ‘tionary non-charitable
powers have been conferred, either direc tN by the words of
» the will, or necessarily implied therefrom.
The Te stame nlary Plan.
The will comsists of eight parts, logically arranged as to
‘subject matter, and appearing in the following’ Seq Hence |
; so
1. Mauris ra The Bishop at Durhaw Vi “ft A Ar it ports ' apeeee
2 Mls hnee es Appendix
—
.
Burial instructions:
2. The preamble, containing a statement of trust pur-
POSES | . .. ‘ “
3. A bequest to trustees acting for decedent, for these
stated purposes; |
é ‘
+. An implementing clause requiring establishment of
a foundation and its maintenance in perpetuity:
5. A grant of express powers-for administration of the
trust fund provided for maintenance:
6, Precatory terms concerning fle trust and indicating
decedent's motive in establishing it:
(. Provision for annuities:
8. Appointment of an executor and the naming of an
alternate.
"Fhe kev provisions ares:
The implementing clause, which requites the founda
tien to be established as a separate entity :
The: broad. statement of trust purposes in the pre
ainble, with implied power te carry them out, free of
restrictions : and. |
The provisions in the annuity’ clause showing: thie
trust to be mot necessarily connected with Stanford
and capable of being adiministered by persons in ne
Way connec ted with the [ niversity.
Separate Identity ot Fondation and Trust Find.
The establishment of decedent's foundation and its sub
sequent maintenance are covered by the following provision
of the wilkat Es Big ‘
.
2 All citations in this outline refer te the typewritten copies ‘of
the will filed with the Clerk for the convenience of the Justices
said copies being in conformity with the will as it appears at pages
3-9 of the ClerR’ssand Reporter's Transeripts (Ree. Item 2). Pas
‘and dine references correspond thereto,
“ Appendix ee
(a) Mev said Trustees shall slablish a Foundation
of World Relations, tor the aforesaid: purposes: and
fny said: Trustees shall Use and apply the net income
derived from said trust est: ite For the marke nance of
said foundation.” :
Uxe of the conjunctive “and” shows that’ two distinet aets
establishment and Indintenanee, are both required, The
word “establish” means “to found: to institutes to create:
“to setup in “business. lt indicates that the entity to be sef
“up gnust be a thing se parate frog the trust fund. ‘This
establishment of the foundation IS aun et, to be performed
after decedent's death.
"Power to Incorporate the Foundation.
NO ings
entity Ts 1
itis tohea se parate thing. In consequence, then is inaplied
MIC{LON is given as to the manner in whieh this
“establishe da" aside from clear evidence that
power to curploy any avilable means. Civik Code Seetion
593, in foree at the date of the W ill, pernutted the formation
of Lo nonprofit: corporation, with both charitable and non.
: ‘dusaid purposes! Corporations, Code, See, 9200, in hopes
at date of death, contained similar provisions.
These are the Gode seetions under whiel; Respondent
Incorporated Sti inPord Researeh dostitute. the ailiiate en.
mvared in condueting researeh for indust re: on actee contract
‘basis.
3. AM definitions hn rein are taken fron Webster's International
Dictionary -Unabridged,
4.) Civ. Code, See, 593: “A nonprofii corporation may be formed
by any Tumber of persons. not less than tree. for any lawful pir.
poses such as-religious, charitable, social, edicutional, reeveational,
eemetery, ar for rendering seriices, Which do not conte miplate the
dialog of gains, profits or dividends to the nembers. thereat, ,
and for which inidlivieliiails may daw foliy dssociate themselves * # #
The carrying on of sine NN at a pra, fit ine hlente i! to the neti peur
poses of the Corpor ation and the distrib uition ay assets to me nbers-
on dissolution shall net be deemed forbidden to nonprofit: corpora-
t ions,
4 ae Appendix
Charter purposes of I ‘oundations The implementing clause
" provides: |
(a) My said Trustees shall establish: ak onlin
Ks World Relations, for the a/tre said purposes; * * °°
0:2-3).
The purposes mentioned aré those set forth in the pre
amble (3:25-4:19). It:must have all of the purposes ind)
cated. These constitute the charte ‘yr purposes for which the,
Foundation:is to he established. The bequest shows thet
theré is a charter purpose for the correction of every con
dition mentioned.
“T have the ‘refore long cherished: the hepe that |
might be able to 4 something to help tew ard the cor
reation: of these conditions, and to that end [E herehy
give and bequeath * **-all.of my estate and property,
both real and personaland wheresoever the same mia
_ be sitrate, in trust, for the foregoing purposes, © 2 2"
(4:19-28)
» y .
Use of the plur il form in the words “conditions” anid
“purposes” requires the interpretation that this.is to be a
multiple purpose Foundation. It cannot be construed as i
Foundation: for the so/e purpose of “providing education
for newspapermen” (Op. iv; 17-20),
Conditions Mentioned in the Preamble.
1. The failure of persons in opinign anolding vocations
to exercise their power.
“L helieve that these handicaps (of environment and
language) can be largely overcome, if the men and
women Whose vocation vests in them the power to mold
public opinion, make a conscious effort to that end.”
« .(4:3-6.) ; ;
2. "Phe lac k of an understand\ng of conditions by je PSOns
in these opinion molding employthents, .
°
foreign affair.
ent, Investment and reinvestment of the Prast Puned and”
t.
“.
t
: Frpress Provisions Cove ring VManmageme al ot Prope rhe,
matic and political backgrounds. (426-10, )
Appendix “ — %
“However, their effort will ge fer naught. unless
hased on sound education on their own part, and ther
ough understanding of the ceonomies of the varions
countries of the world, as well as their historic, diple-
-~
Mass ignorance: of the general public ‘in respect te
3 ; r
. bi s i e
wef 8 the attitude of our citizens toward anvthing
foreign, rests almost entirely with the ae 9
(4::12-15.)
The power of the press. ;
“The nrolding of public cpinie min the United States,
insofar hs conce rhs the attitude of our ertivens toward |
Anything foreign, rests altuost entireli with the press
C8 UETLIR) |. ,
Henorance of editors and foreign correspondents,
“Based iin past ¢ \perience, TL believe that it is fair te
say that there is a woeful lack of any real education
on their pare eee
\
Detailed instructions are given in tespect to the manage
disbursement of the income therefrom:
“Mu sand Trastees shall in their own diseretion,
determine from: time to time the uimnmer imowhieh said
net imeowie may behest expended * * "C68.
fi fa thier rhea, if they leery sireh Course Wise, prost
Sponge the éxpenditure of any suns for my said trust
purposes, until such time as the met Ineome available
therefor shall. inetheir opinion. be adequate % 6%"
(229-12.).. oi :
“Wy i i Trastes . durini tie existence of sard trust,
shall have Pull power ond authority teoimve =f pnd rem
vest said trust property teluded therem, and ane aid
every part thereof, in such securities, lands, uildines,
6 ae Appendiz
real estate mortgages and the like, as they in their sele
_ discretion max: deciato the best-interests,of said trust:
ited to ye
axe 28 the power and authority: hereby vonterred
upon my-said Trustees shall include both power and
authority to sell, assign and convey said frust property 4
and any and every. part thereof, or to! exe change ihe: :
same for any other property, whether real or/per-
sonal.” (5:21-25.) ee ets
td advies
ever it mas
osition Of ais
“In this behalf there is certain counsel ¢
which L offer to wy said: Trustecs for wha,
be worth, concerning the holding and dis
assets, VIZ:
“(1) In all probabilityy at the tifme of my death a
large portion, of ny assets will Consist of real estate
which is productive of little yf no income. However,
it is my opinion that this peal estate Will increase in
value in a short period of vears, and that the likeli
hood-of,such enhancement will justify my said Triste.
- in holding such feal ystate until such ‘time as the same
may be sold withoutKacrifice, even though steh course
nay postpone theeffectiveness of said) Foundation of
World Relations 2° (5:25.6:11.) . =
“If.at the/time of my death, preferred and/or com.
amon stock/of Bancroft-Whitney Company is included
_among Any assets, | belieye, since’ TL have great con
fidenyé in said corporation and the earning capacits: of
Pe stock, that my said Trustees would do well to hold
the same as part of the corpus of said trust.” (6:12-10.)
, / “The suggestions concernihg my assets hereimabove
lV ‘set forth, shall not be construed as restrictions on the
“absolute power and authority of wy said Trustees with
reference thereto,sor to- the sale or other disposition
thereof: for | realize full well that changes in con
ditions justify changes in poliey.” (6:19-24.)
"Implied Powers of Erecution.
In. contrast with these elaborate: provisions concerning
management of property, there are wo provisions indicating, |
a: Appendix i 7
lo, tiie charter Parposes of the I ‘oninglation are to be ear-
ie out. In. éonseqnenee, the Directors of the Foundation
will have unrestricted) power ‘to do or perforin any act or
thing likely to correct. or tend teeorrect, any of the con.
ditions mentioned, . Par i
The draftsman of this document was a lawyer: -a person
cohelusively prestuned to know the meaniig of legal ters.
Under State law, technical terms used ina will so prepared
Inust be t aken in thei ‘ir technical sense.
It follaws that the established rule in respeéet to implied
.
powers of trustees is the ieasure of the discretionary
power conferred, This. ryle ois expressed inthe following
authorities : ’ a ne
ihe 8, Restatement of the Law of Erunts, Sec. 186,
p. 489: | :
tt thee trustee van properly exercise such powers
and only such powers as (a) are conferred upon him
in xpecifie words by the terms of the trust, or Cb} are
nece NSU YO appro peat to carry out the PU poses of
. the frust and are not forbidden Gy the terms of the
trust.” ’
Bogert om Trusts and Trustees”, Vol. See. 391,
b.190: ae ; : en
“Trustees of charitable trusts have oe powe rs ax
are €xpresslt or impliedly siven them by the settlgr.
or are vested in them. by Statute.’
. Bogert on “Trusts and Trust es”? Vole 3, Part [. See.
aol, p. 4065 onan Neue eee ae
“Tmplied powers are those whieh are net clearly and
directly given by the settlor or a court, bat) whieh
equity believes the founder of dhe trust or a court
so)
5. Probate Code, See. ‘106. Estate of Bourn, 25 Cal, App. 2 5905"
ape 73 P.2d 193. 196; Estate af Northeutt, 16 Cal 2d 683. 688, 107
24, 607, 610. ster Oa ate
|
~
_ acne Appendiz ae \
, J ok
granting’ express powers intended secialik exist. They \
are iiuplied or inferred from the terms and purposes
of the trust. If a-settlor has directed the trustee to
reach a certain end, he must be deemed ‘to have. in-
tended that the trustee use thie ordinary and: natural
means for obtaining that result. The court*reads sucli
a desire into the trust mstrument, not because. the
court is adding something. to. the trustee's authority
for the sake of bringing about avresalt which it thinks
— would be just, but for the reason that chancery believes
that the settlor actually wished the trustee to have
+ «such power, although he did not in so many words grant
the authority.”
— »
#. Seott on “Trusts”, Vol. IF (Second Edition), See. 186,
p. 1370: | ae i ds |
“Eavtent of the trustee's powe Ws. A trustee has-such
powers as are specifically conferred by the terms of:
the trust and such pow ers as are necessary -or appro-
pr iate for the carrying out of the purposes of the trust
aL) ‘ot forbidden by the tertns of the trust. The
expression ‘terms of the trust’ is here used in the broad
sense in which-it_is used in the Restatement of Trusts
and throughout this treatise; it is net intended to ex
press provisions ofthe trust instrument, but includes
whatever may be gathered as to_the intention of the
settlor from the trust instrument as interpret ted i in the
“light of all the cire umstanees, and any other: indication ,
of the intention of the settlor which is admissible in
ae evidence. | ,
This rule as to implied power was part of the law at date
of execution of the will and also at date of death; it isthere-
fore,one of the ferms of the trust, whieh must be canstr ued
in accordanee therewith.
Absence.of Restrictions on Implied Power. r
The sentence at 4:19, et seq., containing the bequest in
trust, includes -the following broad grant of general au
thority: :
+
r
&
expressly permitted. .-
“T have therefore lowg cherished the -hope that I
might: he able lo do something to help toward the cor-
2 rection of these conditions: and to that end | hereby.
» give and iit "Naina
ae
The word “e fu writ able" does. not appear in iis will.
No clause dinits the Pruste es to the use of those activities
and means whic hthe law deems char itable,
Thiyy are not required. to avoid ope rations conducted for
profit. S ,
There ve ho clause requiring use of ‘edue ational neans,
eithé@r in, whole orin part.
The legs ul conse’ Uenc eof these omissions: ix that all activi.
ties and me ans both charitable atid ban-char itable :-equea .
Appendix — * ; | —-
e
tional and non- luce tional -are not only, authorized, but
°
Nou-Charitable aud Nbw-BRducational Possibilities.’
The conditions here mentioned are capable of being cor
rected ina variety of wayssineluding the following:
The failure of the opinion Inolders to exercise their power
may be corrected by: the I ‘oundation engaging in the busi-
ness of television or radio broade: isting, avith commereial '
sponsorship, a for the benefit of tommercial inte rests;
The saine objective may be realized by acquiring control
over a broadcasting outlet and ope rating it on a busjness
basis. ; .
“he lack of understanding of international conditions
“nay be corrected by the Commercial production, sale and
distribution of edue cational anmatertals.
Ae similar result may be achieved by the public Ttion and
distribution of a news bulle ‘tin toa list of paid subscribers,
The. know lode, of wditors and fore ign cor responde nts
may be meres sed by the connmergial publication, sate-and
.
.
10 | Appendiz
distribution of educational amaterial specially adapted to
their needs.
There is no stated purpose set forth in the preamble re
quiring that anything necessarily he done on the campus
of a University, or that Stanford University, as such, be
connected therew ith.
A sakes of a Bequest to Respondent.
The technical meaning of the term designating (he trus
tees Is thet the persons appointed function as trustees 0!
the decedent and not in any capac ity as trustees for the use.
or benefit of Stanford University or any Univetsity Depart.
ment. Throughout the-will, decedent ‘refers to the trustees
as “my said Trustees”—there ‘being a total of teelre such
provisions. In the clause at 8210-17, she refers to the possi
bility that neither the Trustees:nor the University may de
cept, indicating that a substitute or successor trustee may
be required. There ix no provision containing any bequest
to Respondent, as the governing body of the University.
Even if the bequest were in that form, Respondent has the
power te engage in non- charitable activity, and has done
SO on many ve casions. ce . 7
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.