1 2 3 4 5 6 7 8 SUPERIOR COURT OF CALIFORNIA 9 COUNTY OF SACRAMENTO 10 ALAN D. CLARK, 11 Petitioner, 12 v. 13 14 15 16 17 18 19 20 21 22 23 Dept. 42 Case No. 34-2010-80000460 JUDGMENT DEBRA BOWEN, in her official capacity as California Secretary of State, Respondent. GEOFF BRANDT, in his official capacity as State Printer; the LEGISLATURE OF THE STATE OF CALIFORNIA; MAC TAYLOR, in his official capacity as Legislative Analyst, Real Parties in Interest. GOVERNOR ARNOLD SCHWARZENEGER; ATTORNEY GENERAL EDMUND G. BROWN, JR.; SENATOR ABLE MALDONADO; YES ON 14—CALIFORNIANS FOR AN OPEN PRIMARY, Intervenors. _______________________________________/ The hearing on the First Amended Verified Petition for Writ of Mandate came on 24 regularly for hearing on March 11, 2010, in Department 42 of the above-entitled court, the 25 Honorable Allen Sumner presiding. Deborah B. Caplan and Lance H. Olson appeared for 26 petitioner; Deputy Attorney General Mark Beckington appeared for respondents and for 27 intervenor Attorney General Brown; Principal Deputy Legislative Counsel Robert A. Pratt 28 appeared for real parties in interest Legislature and Legislative Analyst Mac Taylor; the 0460jdgmnt 1 1 Governor’s Legal Affairs Secretary Andrea Lynn Hoch and Chief Deputy Legal Affairs Secretary 2 Christopher E. Krueger appeared for intervenor Schwarzenegger; and James R. Parrinello 3 appeared for intervenors Senator Abel Maldonado and Yes on 14. 4 Having considered the parties’ written and oral arguments, declarations and exhibits, 5 the court finds that the introductory clauses, “notwithstanding any other provision of law,” in 6 chapter 7 of the Statutes of 2009, section 9, subdivisions (b) and (c) (“SB 19”), do not deprive 7 the court of jurisdiction to review the ballot label and ballot title and summary in section 9 8 enacted by the Legislature for Senate Constitutional Amendment 4 of the 2009-10 Regular 9 Session (“Proposition 14”). This finding is based on the following three reasons: 10 1. The “notwithstanding” clauses in section 9 of SB 19 indicate a legislative intent to relieve the 11 Attorney General of his statutory responsibility to prepare a ballot label and ballot summary and 12 title for Proposition 14. The clauses do not indicate a legislative intent to repeal or otherwise 13 supersede the statutory provisions for judicial review of the label, and summary and title as part 14 of the ballot pamphlet, including Elections Code section 9092 and Government Code section 15 88006. All the statutes specified in the “notwithstanding” clauses relate to the Attorney 16 General’s responsibility for preparing the ballot label and title; none relate to judicial review of 17 these ballot materials. 18 2. The “notwithstanding” clauses in section 9 of SB 19 would be ineffective in repealing or 19 superseding the provisions of Government Code section 88006 providing for judicial review of 20 ballot pamphlet materials. The Legislature enacted SB 19 without following the constitutional 21 and statutory procedures necessary to amend section 88006, part of the initiative measure 22 enacting the Political Reform Act of 1974. (See Gov. Code § 81012 and Cal. Const., art. II, § 10, 23 subd. (c).) Government Code section 88007, permitting regular legislative amendments that “add 24 to the ballot pamphlet information,” cannot authorize amendments that would repeal or 25 supersede section 88006. 26 3. The “notwithstanding” clauses in section 9 of SB 19 cannot insulate the Legislature’s ballot 27 label and ballot title and summary for Proposition 14 from judicial review to determine whether 28 the ballot language is constitutionally valid. Such review is necessary to ensure that the authority 0460jdgmnt 2 1 and responsibility of the Legislature “to provide the manner in which . . . initiative measures are 2 submitted to the electors” (Cal. Const., art. II, § 10, subd. (e)) are exercised in compliance with 3 the constitutional requirement that the Legislature “provide for . . . free elections.” (Cal. Const., 4 art. II, § 3.) “A fundamental precept of this nation’s democratic electoral process is that the 5 government cannot ‘take sides’ in election contests or bestow an unfair advantage on one of 6 several competing factions.” (Stanson v. Mott (1976) 17 Cal.3d 206, 217. See also Gould v. 7 Grubb (1975) 14 Cal.3d 661, 670, 673.) The government’s use of public funds to mount an 8 election campaign which attempts to influence the resolution of issues which the California 9 Constitution allocates to the “free election” of the people would present a serious threat to the 10 11 integrity of the electoral process. (Stanson, supra, 17 Cal.3d at 218.) Consistent with this constitutional requirement for procedures protective of free 12 elections, ballot labels and ballot summaries and titles are prepared and disseminated at public 13 expense to inform and educate voters about the measures they will be voting on, to prevent voters 14 from being “imposed upon” or misled about the provisions and purposes of the measures, and to 15 thereby promote electoral integrity. (See Clark v. Jordan (1936) 7 Cal.2d 248, 252; Boyd v. 16 Jordan (1934) 1 Cal.2d 468, 475.) As an informational document disseminated by the 17 government to the voters, the ballot labels, titles and summaries may not take sides or advocate 18 any specific position. (See Elec. Code § 9051 (ballot title by Attorney General required to be as 19 true and impartial statement of initiative measure’s purpose); Elec. Code § 9087. (impartial 20 analysis by Legislative Analyst); Gov. Code 88003 (same).) And when the Legislature proposes 21 a ballot measure, such as Proposition 14, the measure’s author and other individual legislators are 22 provided specific opportunities to submit arguments favoring or opposing the measure -- separate 23 from any ballot label or ballot summary for the measure. (Elec. Code §§ 9041, 9042.) 24 To assure that ballot pamphlet materials prepared and disseminated at public expense 25 are fair and impartial, consistent with the constitutional objective of fair and free elections, 26 judicial review of the materials is appropriate and necessary. 27 28 0460jdgmnt The court further finds that its review of the ballot label and the ballot title and summary for Proposition 14 set forth in section 9 of SB 19 is governed by the standard in 3 1 Elections Code section 9092 and Government Code section 88006: The court must determine 2 whether any portion of the ballot language in section 9 is shown, by clear and convincing 3 evidence, to be false or misleading. (See also Elec. Code § 13282 (judicial review of ballot label 4 pursuant to provisions of Elec. Code § 9092).) 5 In following this standard of review, the court gives great deference to the 6 Legislature’s ballot language, just as it would give great deference to any statutory enactment of 7 the Legislature. The court presumes the validity of the statutory language, and rejects any portion 8 of the language only upon clear and convincing evidence that it is false or misleading. In 9 addition, the court is guided by the nature and purpose of the ballot label and ballot title and 10 summary -- to provide a fair and impartial summary of the main points of Proposition 14 free of 11 partisan advocacy pursuant to Stanson and its progeny. 12 The court rejects the claim of respondent Legislative Analyst and intervenors that 13 petitioner’s amendment of his petition to include a challenge to the fiscal impact analysis of the 14 Legislative Analyst is untimely. Petitioner made the amendment within the brief 20-day period 15 for public display of the draft ballot pamphlet containing the analysis and would have been 16 entitled to file a separate action raising the same claim on March 9, 2010, when he filed his First 17 Amended Verified Petition. 18 WHEREFORE IT IS ORDERED, ADJUDGED AND DECREED that: 19 1. The draft copy of the ballot label for Proposition 14 on the June 8, 2010, 20 21 Statewide Direct Primary Election shall be amended by: a. Deleting “PRIMARIES. GREATER PARTICIPATION IN ELECTIONS” 22 and substituting “INCREASES RIGHT TO PARTICIPATE IN PRIMARY ELECTIONS.” This 23 amendment is necessary to clarify that “greater participation” refers to the voter’s range of 24 choices, not voter turnout. 25 b. Deleting “No significant net change in state and local government costs to 26 administer elections” and substituting “The data are insufficient to identify the amount of any 27 increase or decrease in costs to administer elections.” This amendment is necessitated by the 28 statements in paragraphs 5 through 8 of the Declaration of Legislative Analyst Mac Taylor, 0460jdgmnt 4 1 indicating that information from county registrars of voters about the costs they may incur if 2 voters adopt Proposition 14 was not provided to and considered by the Legislative Analyst in 3 evaluating Proposition 14’s fiscal impact until a legislative hearing on March 2, 2010, two weeks 4 after the Legislative Analyst completed the fiscal analysis, and the cost information obtained has 5 not been subjected to the type of scrutiny required for inclusion in a ballot analysis. Thus, the 6 Legislative Analyst’s fiscal analysis of Proposition 14’s fiscal impact does not show the amount 7 of any increase or decrease in cost to county governments, as required by Election Code section 8 9087 and Government Code section 88003, and cannot provide a reliable basis to support the 9 Legislative Analyst’s conclusion that there will be no significant net change in state and local 10 11 12 13 government costs to administer elections. 3. The draft copy of the ballot title and summary for Proposition 14 on the June 8, 2010, Statewide Direct Primary Election is amended by: a. Deleting “PRIMARY ELECTION PROCESS REFORM. GREATER 14 PARTICIPATION IN ELECTIONS” and substituting “ELECTIONS. INCREASES RIGHT TO 15 PARTICIPATE IN PRIMARY ELECTIONS.” This amendment is necessary to clarify that 16 “greater participation” refers to the voter’s range of choices, not voter turnout. 17 b. Inserting the phrase “in the primary” following “Gives voters increased 18 options” in the second bullet. This amendment is necessary to avoid confusing and misleading 19 voters as to whether Proposition 14 increases voters’ options in elections other than primaries. 20 c. Modifies the third bullet to read: “Provides that only the two candidates 21 receiving the greatest number of votes in the primary will appear on the general election ballot 22 regardless of party preference.” This amendment is necessary to inform voters of a fundamental 23 change that would occur if Proposition 14 is adopted: The elimination of the constitutional right 24 of a political party that has participated in a primary election for a partisan office to participate in 25 the general election for that office. (See Cal. Constitution, art. II, §5, subd. (b).) By omitting any 26 mention of this fundamental change resulting from the adoption of Proposition 14, the ballot title 27 and summary does not fairly represent a chief purpose of the measure and is misleading. (See 28 Brennan v. Board of Supervisors (1981) 125 Cal.App.3d 87, 93, citing Amador Valley Joint 0460jdgmnt 5 1 Union High Sch. Dist. v. State Bd. of Equalization, (1978) 22 Cal.3d 208, 243, Clark v. Jordan, 2 supra, 7 Cal.2d at p. 251, and Boyd v. Jordan, supra, 1 Cal.2d at p. 472.) 3 d. Inserting before the third bullet a new bullet stating “Provides that candidates 4 may choose not to have a political party preference indicated on the primary ballot.” This 5 amendment is necessary to alert voters to a central feature of the open primary system proposed 6 for adoption by Proposition 14. (See Senate Constitutional Amendment No. 4, Res. Ch. 2, p. 2 7 (Second -- (d); p. 3 (Third -- SEC. 5). By omitting this central feature of the open primary 8 system proposed by Proposition 14, the ballot title and summary does not fairly represent a chief 9 purpose or point of the measure and is misleading. (See Brennan v. Board of Supervisors (1981) 10 125 Cal.App.3d 87, 93, citing Amador Valley Joint Union High Sch. Dist. v. State Bd. of 11 Equalization, (1978) 22 Cal.3d 208, 243, Clark v. Jordan, supra, 7 Cal.2d at p. 251, and Boyd v. 12 Jordan, supra, 1 Cal.2d at p. 472.) 13 e. Deleting “No significant net change in state and local government costs to 14 administer elections” and substituting “The data are insufficient to identify the amount of any 15 increase or decrease in costs to administer elections.” This amendment is necessitated by the 16 statements in paragraphs 5 through 8 of the Declaration of Legislative Analyst Mac Taylor, 17 indicating that information from county registrars of voters about the costs they may incur if 18 voters adopt Proposition 14 was not provided to and considered by the Legislative Analyst in 19 evaluating Proposition 14’s fiscal impact until a legislative hearing on March 2, 2010, two weeks 20 after the Legislative Analyst completed the fiscal analysis, and the cost information obtained has 21 not been subjected to the type of scrutiny required for inclusion in a ballot analysis. Thus, the 22 Legislative Analyst’s fiscal analysis of Proposition 14’s fiscal impact does not show the amount 23 of any increase or decrease in cost to county governments, as required by Election Code section 24 9087 and Government Code section 88003, and cannot provide a reliable basis to support the 25 Legislative Analyst’s conclusion that there will be no significant net change in state and local 26 government costs to administer elections. 27 4. The draft copy of the Analysis by the Legislative Analyst for Proposition 14 on 28 the June 8, 2010, Statewide Direct Primary Election is amended as follows: on page 4, the two 0460jdgmnt 6 1 occurrences of “would” in the penultimate sentence of the first paragraph beginning “Minor 2 Costs and Savings” are changed to “may,” and the last sentence in the penultimate sentence of 3 the first paragraph beginning “Minor Costs and Savings” is deleted and replaced by “However, 4 the data are insufficient to determine whether state and local costs to administer elections will 5 increase or decrease.” This amendment is necessitated by the statements in paragraphs 5 through 6 8 of the Declaration of Legislative Analyst Mac Taylor, indicating that information from county 7 registrars of voters about the costs they may incur if voters adopt Proposition 14 was not 8 provided to and considered by the Legislative Analyst in evaluating Proposition 14’s fiscal 9 impact until a legislative hearing on March 2, 2010, two weeks after the Legislative Analyst 10 completed the fiscal analysis, and the cost information obtained has not been subjected to the 11 type of scrutiny required for inclusion in a ballot analysis. Thus, the Legislative Analyst’s fiscal 12 analysis of Proposition 14’s fiscal impact does not show the amount of any increase or decrease 13 in cost to county governments, as required by Election Code section 9087 and Government Code 14 section 88003, and cannot provide a reliable basis to support the Legislative Analyst’s conclusion 15 that there will be no significant net change in state and local government costs to administer 16 elections. 17 5. The amendments to Proposition 14’s ballot label and ballot title and summary 18 ordered in paragraphs 1 through 3 of this judgment are set forth in Exhibit A attached hereto and 19 are incorporated by reference herein as though fully set forth. 20 6. The amendments to the analysis of the Legislative Analyst for Proposition 14 21 ordered in paragraph 4 of this judgment are set forth in Exhibit B attached hereto and are 22 incorporated by reference herein as though fully set forth. 23 7. A peremptory writ of mandate shall issue requiring respondent Secretary of State 24 Bowen to: (a) revise the text of the ballot label and the ballot title and summary for Proposition 25 14 in the draft copy of the June 8, 2010, Statewide Direct Primary Election ballot pamphlet to 26 conform to the text of the ballot label and ballot title and summary set forth in the attached 27 Exhibit A; (b) revise the text of the analysis of the Legislative Analyst for Proposition 14 in the 28 draft copy of the June 8, 2010, Statewide Direct Primary Election ballot pamphlet to conform to 0460jdgmnt 7 1 the text of the analysis set forth in the attached Exhibit B; and (c) forward the revised ballot label, 2 the revised ballot title and summary, and the revised analysis of the Legislative Analyst to real 3 party in interest Brandt for printing no later than the close of business on March 15, 2010. 4 Dated: 5 _______________________________________ ALLEN SUMNER JUDGE OF THE SUPERIOR COURT 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 0460jdgmnt 8