Selected Source and Background Documents
(Many more documents will be added
to this website
over the next few months. updated 4/8/06)
Contested Documents:
PLEASE
READ THIS
Independent
Report on KSBE Political Activities (January 24, 2000)
Princess Pauahi’s Will and Basics of the 1997-1999
Controversy:
Will and Codicils of
Bernice Pauahi Bishop
Honolulu Star-Bulletin
News Coverage (1997 to present)
abde1997
abde1998
abde1999
abde2000
abde2001
abde2002
abde2003
abde2004
Broken Trust
Essay with Lead Story, Editorial, and Editorial Cartoon (August 9,
1997)
Interim
Trustee Removal Petition (December 13, 1999)
Chronology
(1997-2000)
Office of the Attorney General Report, Response, and
Petition:
Bronster's
Preliminary Report (September 10, 1997)
Wakayama's
Response to Matsumoto Report (September 9, 1998)
Bronster's
Petition to Remove the Trustees (September 10, 1998)
Bronster
Speech (March 4, 1999)
Masters' and Fact-finder's
Reports:
Matsumoto’s
Interim Report (November 17, 1997)
Yim's Fact-Finder
Report (December 4, 1997)
Matsumoto’s
Consolidated Report (August 7, 1998)
Matsumoto’s
First Supplemental Report (September 29, 1998)
Matsumoto
Report on IRS Demands (April 29, 1999)
Richards'
Report on Trustees' Attorneys (May
18, 2000)
Trustee Petitions, Responses, and Statements:
Request
for Fact-Finder (May 14, 1997)
Wong Responds to
Broken Trust (August 20, 1997)
Trustees’
Response to Matsumoto's Consolidated Report (September 9, 1998)
Wong Claims
Biased News Coverage (September 11, 1997)
Peters'
Statement (March 2, 1999)
Peters'
Tax Court Petition (August
1, 2000)
Court
Actions:
Judge Chang's Removal
Order (May 7, 1999)
Hirai's
Appointment of Fact-Finder (June 27, 1997)
Hirai’s
Findings & Conclusions (August 30, 1999)
Weil's
Findings and Conclusions re Lindsey Removal (June 10, 1999)
Tax Issues:
Miller
& Chevalier's Analysis (August 12, 1999) 33 & 34
Attachments
to Miller & Chevalier's Analysis (August 12, 1999)
IRS Closing
Agreement and Attachments (August 18, 1999)
Arthur
Andersen Letter (August 19, 1999)
Kamehameha
Schools' Report re Closing Agreement (2000)
White Paper on
Tax Reform (July 15, 2004)
Misc:
Broken
Trust II Essay (November 27, 1997)
Findings
of Fact and Conclusions of Law re Lindsey Removal Trial (June 10,
1999)
Renewed
Trust Essay (October 23, 1999)
Kamehameha Schools Website
Broken Trust Authors
Commentary:
Broken
Trust and Lead Story (August 9, 1997)
Response to Waihee
(August 19, 1997)
Wong on Broken Trust,
and Authors' Response (August 20, 1997)
Justices on Broken
Trust, and Authors' Response (August 21, 1997)
Joint Statement
(August 28, 1997)
Kekumano Talks
to Rotary (September 10, 1997)
Critique of Trustees
and Aipa (September 24, 1997)
Broken Trust II
(November 27, 1997)
Kekumano
on Broken Trust II (December 5, 1997)
Trustee Selection
(December 30, 1997)
More on Trustee
Selection (February 20, 1998)
Trustee
Compensation Bill (May 19, 1998)
Heen on Lingle's
KSBE Statements (July 11, 1998)
Roth
Endorses Lingle (August 21, 1998)
Trustee Governance
(September 5, 1998)
Roth on Cayetano's
Role (September 16, 1998)
Justice
Delayed is Justice Denied (December 3, 1998)
Overview of
the Controversy as of late 1998
Judiciary's Failure to Remove Trustees (March 15, 1999)
McCorriston's
Role (March 26, 1999)
Use of Trust
Funds to Pay Lawyers (April 24, 1999)
Peters and Reasonable
Compensation (August 21, 1999)
Trustee Fees(September
11, 1999)
Renewed Trust
(October 23, 1999)
Interim Trustees
Should Clean House (May 6,
2000)
KSBE Trustees
Performed Poorly (July 7,
2000)
Where Were
All the Lawyers? (December
9, 2000)
Her Will Be Done
(July 28, 2002)
Her Will Be Done - Expanded Version (September,
2002)
Broken
Trust Authors' Advertiser Commentary (1997-1999)
Kamehameha Schools Admission Policy:
Bob
Jones University v. United States (1983)
1999
IRS Statement (February 4, 1999)
Tehranian
article on KS admissions policy (2000)
Rice v. Cayetano (February 23, 2000)
Her
Will Be Done Essay (July 28, 2002)
Footnoted
Version of Her Will Be Done Essay (September 2002)
Trustees'
Statement (July 28, 2002)
News Article
about Doe v. Kamehameha Schools August 2, 2005)
Doe
v. Kamehameha Schools (August
2, 2005)
Trustee
Selection:
Why Justices
Should Not Select Trustees (1997/1999)
Common
Cause Letter and Attachments (1993)
Law Review Articles:
Overview
-- Halbach
Cy Pres
Doctrine -- Johnson
Princess
Pauahi -- Seto and Kohm
IRS Role --
Brody
Selecting Trustees
-- Beh
Trustee
Compensation -- Frumkin and Andre-Clark
Conflicts
of Interest -- McCall
Roth Reply
to McCall
McCall Reply
to Roth
KS
Admissions -- Tehranian
KS and the
Constitution -- Van Dyke
Tax Returns:
KAA
1997
KAA
1998
KAA
1999
KAA
2000
KAA
2001
KS
1997
KS
1998
KS
1999
KS
2000
KS
2001
KS
2002
KS
2003
PF 1999
PF 2000
PF 2001
PF 2002
PF 2003
Annual Reports
and Financial Statements:
2002-2003
Financial Statements
2002-2003
Annual Report
2000 Annual
Report re Closing Statement
Kamehameha Schools
Strategic Plan 2000-2015
Legal Ethics:
Article
on Trustee-Beneficiary and Attorney-Client Relationships (January
2000)
Where Were
Bishop Estate's Lawyers? (December
9, 2000)
Trustees'
Lawyers Discuss Legal Ethics (April
26-27, 2001)
Na Pua (from Amicus
Brief filed in probate court September 30, 1998):
Press
Release (June 3, 1997)
Mission
Statement June 24, 1997)
Alumni
Assn Presidents Call to Remove Five Trustees (September 24, 1998)
Joint
Call to Remove Five Trustees (September 27, 1998)
PTA
Call to Remove Five Trustees (September 28, 1998)
Toni
Lee Statement (September 29, 1998)
Union
Lawyer Statement (September 29, 1998)
Amicus
Brief (September 30, 1998)
Jan
Dill Speech (October 3, 1997)
Na Kumu (from
Amicus Brief filed in probate court September 30, 1998):
Statement
of Concerns (May 15, 1997)
Faculty
Concerns (May 20, 1997)
Communications
with Trustees (May 28, 1997)
Press
Release (June 5, 1997)
Memo
to Jervis (June 9, 1997)
Letter
re Interrogation of Student (July 13, 1997)
Call
for Fundamental Change (July 16, 1997)
Memo
to Jervis (August 5, 1997)
Aipa
response re Union (August 8, 1997)
Memo
to Ramos (August 19, 1997)
Memo
to Jervis (August 24, 1997)
Support
for Na Kumu Leaders (September 11, 1997)
Memo
to Ramos and Kukea (September 18, 1997)
Memo
to Ramos and Kukea (October 17, 1997)
Chun
et al Response to 9-18-97 Memo (October 17, 1997)
Public
Statement (October 19, 1997)
Concerns,
Visions, Goals (October 30, 1997)
Vision
and Goals (undated)
Statement
of Concerns (November 7, 1997)
Re
Union Formation (November 17, 1997)
Memo
re Communications with Trustees (November 17, 1997)
Memo
to Bronster (December 8, 1997)
Vision
and Goals (February 17, 1998)
Union
Leaders Letter to Editor (undated)
Re
Peterson Consulting (May 14, 1998)
Wong
Memo re Union (August 7, 1998)
Memo
re Union (August 29, 1998)
Call
to Remove Trustees (September 9, 1998)
Call
to Remove Five Trustees (September 29, 1998)
The Future:
Kamehameha
Schools Strategic Plan--2000 to 2015
Kamehameha Schools Website
Richard Borreca:
http://starbulletin.com/97/08/13/editorial/borreca.html
http://starbulletin.com/97/09/24/editorial/borreca.html
http://starbulletin.com/98/01/21/editorial/borreca.html
http://starbulletin.com/98/11/25/editorial/borreca.html
Diane Chang:
http://starbulletin.com/97/08/15/editorial/chang.html
http://starbulletin.com/97/08/18/editorial/chang.html
http://starbulletin.com/97/11/10/editorial/chang.html
http://starbulletin.com/97/11/24/editorial/chang.html
http://starbulletin.com/97/12/12/editorial/chang.html
http://starbulletin.com/98/01/23/editorial/chang.html
http://starbulletin.com/98/02/27/editorial/chang.html
http://starbulletin.com/1999/01/04/editorial/chang.html
http://starbulletin.com/2000/05/01/editorial/chang.html
John Flanagan:
http://starbulletin.com/97/08/25/editorial/flanagan.html
http://starbulletin.com/98/06/08/editorial/flanagan.html
http://starbulletin.com/98/08/31/editorial/flanagan.html
http://starbulletin.com/2000/02/26/editorial/flanagan.html
Charlie Memminger:
http://starbulletin.com/97/08/15/features/memminger.html
http://starbulletin.com/97/08/20/features/memminger.html
http://starbulletin.com/97/08/22/features/memminger.html
http://starbulletin.com/97/12/10/features/memminger.html
http://starbulletin.com/97/12/17/features/memminger.html
http://starbulletin.com/98/03/13/features/memminger.html
http://starbulletin.com/98/05/01/features/memminger.html
http://starbulletin.com/98/06/05/features/memminger.html
http://starbulletin.com/2004/01/15/features/memminger.html
David Shapiro:
http://starbulletin.com/97/08/18/editorial/shapiro.html
http://starbulletin.com/97/09/01/editorial/shapiro.html
http://starbulletin.com/97/11/10/editorial/shapiro.html
http://starbulletin.com/97/11/24/editorial/shapiro.html
http://starbulletin.com/97/12/01/editorial/shapiro.html
http://starbulletin.com/98/05/18/editorial/shapiro.html
http://starbulletin.com/98/07/27/editorial/shapiro.html
http://starbulletin.com/98/09/12/editorial/shapiro.html
http://starbulletin.com/98/10/10/editorial/shapiro.html
http://starbulletin.com/1999/02/20/editorial/shapiro.html
http://starbulletin.com/1999/03/20/editorial/shapiro.html
Henry Peters:
Pauahi's
Will Must Stand
State
Stealing from Hawaiians
Robert Midkiff:
Kamehameha
Schools Should Incorporate
Keith Haugen:
Admit
At-Risk Students First
Pohai Ryan:
Admit
Hawaiians Only
Oz Stender & Beadie Dawson:
Pauahi
Wanted Preference for Hawaiians
Hamilton McCubbin:
KS
Must Continue to Serve All Hawaiians
Clay Jones Cartoons:
1997:
http://starbulletin.com/97/08/18/news/clay.html
http://starbulletin.com/97/08/21/news/clay.html
http://starbulletin.com/97/08/22/editorial/jones.html
http://starbulletin.com/97/08/25/news/clay.html
http://starbulletin.com/97/08/26/news/clay.html
http://starbulletin.com/97/08/27/news/clay.html
http://starbulletin.com/97/09/04/news/clay.html
http://starbulletin.com/97/09/11/news/clay.html
http://starbulletin.com/97/09/12/editorial/jones.html
http://starbulletin.com/97/09/15/news/clay.html
http://starbulletin.com/97/09/17/news/clay.html
http://starbulletin.com/97/09/18/news/clay.html
http://starbulletin.com/97/09/19/news/clay.html
http://starbulletin.com/97/09/22/news/clay.html
http://starbulletin.com/97/09/23/news/clay.html
http://starbulletin.com/97/09/24/news/clay.html
http://starbulletin.com/97/10/06/news/clay.html
http://starbulletin.com/97/10/10/news/clay.html
http://starbulletin.com/97/10/14/news/clay.html
http://starbulletin.com/97/10/20/news/clay.html
http://starbulletin.com/97/10/21/news/clay.html
http://starbulletin.com/97/10/21/editorial/jones.html
http://starbulletin.com/97/10/28/news/clay.html
http://starbulletin.com/97/10/29/news/clay.html
http://starbulletin.com/97/10/31/editorial/jones.html
http://starbulletin.com/97/11/05/news/clay.html
http://starbulletin.com/97/11/07/news/clay.html
http://starbulletin.com/97/11/10/news/clay.html
http://starbulletin.com/97/11/12/news/clay.html
http://starbulletin.com/97/11/14/news/clay.html
http://starbulletin.com/97/11/17/news/clay.html
http://starbulletin.com/97/11/18/news/clay.html
http://starbulletin.com/97/11/20/news/clay.html
http://starbulletin.com/97/11/20/editorial/jones.html
http://starbulletin.com/97/11/26/news/clay.html
http://starbulletin.com/97/11/27/editorial/jones.html
http://starbulletin.com/97/11/28/news/clay.html
http://starbulletin.com/97/12/04/news/clay.html
http://starbulletin.com/97/12/05/news/clay.html
http://starbulletin.com/97/12/09/news/clay.html
http://starbulletin.com/97/12/10/news/clay.html
http://starbulletin.com/97/12/15/news/clay.html
http://starbulletin.com/97/12/16/editorial/jones.html
http://starbulletin.com/97/12/18/news/clay.html
http://starbulletin.com/97/12/19/news/clay.html
http://starbulletin.com/97/12/22/news/clay.html
http://starbulletin.com/97/12/25/editorial/jones.html
http://starbulletin.com/97/12/31/news/clay.html
1998:
http://starbulletin.com/98/01/06/news/clay.html
http://starbulletin.com/98/01/12/news/clay.html
http://starbulletin.com/98/01/20/news/clay.html
http://starbulletin.com/98/01/30/news/clay.html
http://starbulletin.com/98/02/03/news/clay.html
http://starbulletin.com/98/02/04/editorial/jones.html
http://starbulletin.com/98/02/10/news/clay.html
http://starbulletin.com/98/02/13/news/clay.html
http://starbulletin.com/98/02/20/news/clay.html
http://starbulletin.com/98/02/23/news/clay.html
http://starbulletin.com/98/03/03/news/clay.html
http://starbulletin.com/98/03/13/news/clay.html
http://starbulletin.com/98/03/16/news/clay.html
http://starbulletin.com/98/03/23/news/clay.html
http://starbulletin.com/98/03/25/news/clay.html
http://starbulletin.com/98/03/30/news/clay.html
http://starbulletin.com/98/03/30/editorial/jones.html
http://starbulletin.com/98/03/31/news/clay.html
Corky Trinidad:
1998:
http://starbulletin.com/98/04/13/news/corky.html
http://starbulletin.com/98/06/04/editorial/corky.html
http://starbulletin.com/98/06/15/news/corky.html
http://starbulletin.com/98/08/13/editorial/corky.html
http://starbulletin.com/98/08/19/news/corky.html
http://starbulletin.com/98/09/10/news/corky.html
http://starbulletin.com/98/09/16/news/index.html
http://starbulletin.com/98/12/01/news/index.html
1999:
http://starbulletin.com/1999/02/18/news/index.html
http://starbulletin.com/1999/04/27/news/corky.html
http://starbulletin.com/1999/09/15/news/corky.html
Bud Smyser columns:
“Bishop
Trustees Should Be More Active,” January 13, 1997
“Broken
Trust Report was Sorely Needed,”August 14, 1997
“Bishop
Estate Trustees’ Flawed Response,” September 2, 1997
“Advisory
Panel Voted 8-3 Against Waihee,” September 4, 1997
“Political
Choices for Bishop Estate Board,” September 9, 1997
“Penny
Pinching by Bishop Estate,” September
11, 1997
“How
the Campbell Estate Operates,”
September 23, 1997
"How
Campbell, Bishop, Differ,” September 25, 1997
“A Strategy
for Bishop Estate Trustees,” September 30, 1997
“Charitable
Trusts and the Bishop Estate,” October 7, 1997
“A Vision
of a Reformed Bishop Estate,” November 4, 1997
“Public
Scrutiny Vital in Trustee Selection,” December 23, 1997
“Winners
and Losers in 1998 Legislature,” May 19, 1998
“Schools
Should Get $500 Million,” August 25, 1998
“Matsuo
Takabuki Tells His Success Story,” November 10, 1998
“Political
Influence in Selecting Trustees,” January 19, 1999
“Bishop
Estate Trustees are Masters of Delay,” May 4, 1999
“New
Trustees Won’t Be Permanent,” May 20, 1999
“People
Who Changed Kamehameha,” March 2, 2000
“How
‘Broken Trust’ Was Conceived,” April 18, 2000
American Journalism Review commentary:
Pulse of
Paradise article (January 2001)
Advertiser's response
(March 2001)
Roth's response to Advertiser
(June 2001)
Star-Bulletin's independence
(February 2001)
Selected Cases:
Hawaii Housing Authority v. Midkiff, 467 U.S. 229 (1984):
U.S.
Supreme Court mandatory upholds leasehold conversion
11
Hawaii 33 (1897)
11
Hawaii 153 (1897)
11 Hawaii 535
(1898)
13
Hawaii 671 (1901)
29
Hawaii 169 (1926)
Selected Law Review Articles:
Halbach, Edward C. Jr., “Introduction to Symposium Issue on the Bishop
Estate Controversy,” 21
U. Haw. L. Rev. vii (1999)
Johnson, Alex M. Jr., “Limiting Dead Hand Control of Charitable Trusts:
Expanding the Use of the Cy Pres Doctrine,” 21
U. Haw. L. Rev. 353 (1999)
Seto, Robert Mahealani; Kohm, Lynne Marie, “Of Princesses, Charities,
Trustees, and Fairytales: A Lesson of the Simple Wishes of Princess Bernice
Pauahi Bishop,” 21
U. Haw. L. Rev. 393 (1999)
Frumkin, Peter; Andre-Clark, Alice,
“Nonprofit Compensation and the Market,” 21
U. Haw. L. Rev. 425 (1999)
McCall, James R., “Endangering Individual Autonomy in Choice of Lawyers
and Trustees - Misconceived Conflict of Interest Claims in the Kamehameha
Schools Bishop Estate Litigation,” 21
U. Haw. L. Rev. 487 (1999)
Roth, Randall W., “Understanding the Attorney-Client
and Trustee-Beneficiary Relationships in the Kamehameha Schools Bishop
Estate Litigation: A Reply to Professor McCall,” 21
U. Haw. L. Rev. 511 (1999)
McCall, James R., “Comment on Professor Roth's
Reply,” 21
U. Haw. L. Rev. 531 (1999)
Brody, Evelyn, “Taxing Time for the Bishop Estate: What
Is the I.R.S. Role in Charity Governance,” 21
U. Haw. L. Rev. 537 (1999)
Gary, Susan N., “Regulating the Management of Charities:
Trust Law, Corporate Law, and Tax Law, 21
U. Haw. L. Rev. 593 (1999)
Beh, Hazel, “Why the Justices Should Stop Appointing
Bishop Estate Trustees,” 21
U. Haw. L. Rev. 659 (1999)
Chronology of Events in the Kamehameha Schools Bishop
Estate Controversy 1997-2000 (Appendix A), 21
U. Haw. L. Rev. 673 (1999)
Will and Codicils of Bernice Pauahi Bishop (Appendix
B), 21
U. Haw. L. Rev. 679 (1999)
Harvard
Law Review Note on Doe v. Kamehameha Schools (December 2005):
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