Carpenter Foundation v. Oakes

26 Cal. App. 3d 784, 103 Cal. Rptr. 363, 175 U.S.P.Q. (BNA) 309, 1972 Cal. App. LEXIS 986
CourtCalifornia Court of Appeal
DecidedJuly 20, 1972
DocketCiv. 12992
StatusPublished
Cited by12 cases

This text of 26 Cal. App. 3d 784 (Carpenter Foundation v. Oakes) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carpenter Foundation v. Oakes, 26 Cal. App. 3d 784, 103 Cal. Rptr. 363, 175 U.S.P.Q. (BNA) 309, 1972 Cal. App. LEXIS 986 (Cal. Ct. App. 1972).

Opinion

Opinion

RICHARDSON, P. J.

The trial court entered a judgment enjoining defendant from publishing and distributing certain writings and ordering him to surrender written material to plaintiff but denying plaintiff’s prayer for damages. Defendant appeals from the injunctive phase of the judgment, and plaintiff appeals from that portion denying damages.

After a nonjury trial the court made detailed findings of fact. We summarize the findings substantially as follows: The Carpenter family and defendant, all practicing Christian Scientists, became acquainted in 1937. Having been advised that the Carpenters were engaged in the collection of historical material pertaining to the origin of Christian Science, defendant called upon them. A close personal friendship developed between defendant and Gilbert Carpenter, Jr. Defendant, then a resident of Great Britain, frequently visited the Carpenter home in East Providence, Rhode Island, and in 1946 resided with the Carpenters for several months. *788 Additional visits occurred between 1948 and 1951, and defendant received occasional financial assistance from the Carpenters.

Plaintiff was formed as a Rhode Island nonprofit corporation in 1946, nine years after the Carpenters and defendant became acquainted, for the purpose of “preserving items by and about Mary Baker Eddy, Discoverer and Founder of Christian Science . . .; and to make such items ever accessible to qualified students throughout the world.” Its founder and first president was Gilbert Carpenter, Jr. A relationship of confidentiality and trust developed over the years and existed between defendant and the Carpenters and plaintiff as successor to the Carpenters. As a result of this relationship, defendant received from the Carpenters and from plaintiff substantial quantities of written and printed materials of varying kinds which the parties have referred to as the “Carpenter Papers” or the “Carpenter Materials,” and which were specifically described in the judgment. The nature of the materials is varied. There is voluminous correspondence from and speeches by Mrs. Eddy, memoirs and recollections of students who knew Mrs. Eddy, essays on Christian Science, press clippings, photographs, diaries, notes, observations, pictures, poems, precepts, quarterlies, sermons, prayers and miscellaneous documents. They include both religious discussion and witness as well as personal reminiscence. Together they constitute a composite of writings and expressions, covering many years and are of unique significance in the historical development of Christian Science.

The source of the “Carpenter Materials” was Mary Baker Eddy, Mr. Calvin Frye (Mrs. Eddy’s private secretary), Gilbert Carpenter, Sr. (a onetime secretary of Mrs. Eddy), Gilbert Carpenter, Jr., founder and president of plaintiff, other students of Mrs. Eddy’s, including Caroline Foss Gyger, and other members of the Carpenter family.

The trial court found that the conditions accompanying the delivery of the Carpenter materials to defendant were that they would be given only a limited, private and restricted circulation to those students of Christian Science defined as “qualified,” by which was meant those who had “sufficiently advanced” and were mature enough to understand, accept and profit by the study of the materials. By mutual agreement of the parties, defendant, then living in England, established in 1947 the London Unit of the Carpenter Foundation. The unit consisted of a collection of historical materials on Christian Science received by defendant from plaintiff to be made available to interested and qualified students of Christian Science, together with a reading room established in London for that purpose. Defendant thus became the agent of plaintiff, working on its behalf and to further its purposes in London, England, and elsewhere. The London *789 Unit was disbanded in 1948, but thereafter through 1953 defendant continued to receive various Carpenter materials, including among other documents the following titles: Collectanea Addenda, Divinity Course, Essays, Footprints Fadeless, Fragments, Instruction in Metaphysics, Notes of Metaphysical Work, Obstetrics, Repaid Pages, Visions and Watches, Prayers and Arguments and miscellaneous documents.

In 1950, and without the knowledge of plaintiff or its founder, Gilbert Carpenter, Sr., defendant established, a book business in England under the name of “C.C.T. Books,” and sold to the general public certain of the Carpenter materials. In 1955 defendant moved to South Africa. In 1958 he published a work entitled, “Divinity Course and General Collectanea,” and in 1959 a second book entitled, “Essays and Other Footprints.” These volumes were published in South Africa, had a fairly limited initial issue and circulation and were in very large part extracts from the Carpenter materials. The extent to which the Carpenter materials comprised the two volumes is carefully and impressively documented in the record. Although having a fairly limited initial issue and circulation, the volumes were published without restriction, contrary to plaintiff’s policy of limiting access to “qualified” students.

Plaintiff insists that the Carpenter materials came into the possession of defendant by virtue of a relationship of agency, trust and confidence, and that receipt of the documents was under both the express and implied understanding and condition that documents would be circulated among only those “qualified” students of Christian Science. Defendant argues, among other things, that the publication of these two works is in accordance with an understanding with Mr. Carpenter, Jr., arising from a close personal friendship and commencing a considerable time before the formation of plaintiff corporation and, consistent with their agreement, that the materials would get the widest possible exposure.

The oral and documentary evidence before the trial court was voluminous. Most of it related to the origins of Christian Science, the written works of the founder of Christian Science, Mary Baker Eddy, and the various commentaries and observations by students and interpreters of Christian Science and of Mrs. Eddy. The oral testimony included that of officers of the plaintiff, of defendant and of various persons who were acquainted with the Carpenters and presumably knowledgeable about the relationship between the Carpenters and their successor, plaintiff foundation, on the one hand, and defendant, on the other. Extensive discovery was had and following trial the court announced its intended decision in which it granted and denied relief as above indicated. Thereafter detailed *790 findings of fact and conclusions of law were signed and filed by the court, and a judgment was entered consistent with the findings.

Defendant was ordered by the trial court permanently to refrain from further production or distribution of “Essays and Other Footprints” and “Divinity Course and General Collectanea,” and to surrender to plaintiff all Carpenter materials in his possession.

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Bluebook (online)
26 Cal. App. 3d 784, 103 Cal. Rptr. 363, 175 U.S.P.Q. (BNA) 309, 1972 Cal. App. LEXIS 986, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carpenter-foundation-v-oakes-calctapp-1972.