Pac. & Sw. Annual Conference of United Methodist Church v. Superior Court of San Diego Cty.

82 Cal. App. 3d 72, 147 Cal. Rptr. 44, 82 Cal. App. 2d 72, 1978 Cal. App. LEXIS 1653
CourtCalifornia Court of Appeal
DecidedJune 23, 1978
DocketCiv. 18181
StatusPublished
Cited by30 cases

This text of 82 Cal. App. 3d 72 (Pac. & Sw. Annual Conference of United Methodist Church v. Superior Court of San Diego Cty.) 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
Pac. & Sw. Annual Conference of United Methodist Church v. Superior Court of San Diego Cty., 82 Cal. App. 3d 72, 147 Cal. Rptr. 44, 82 Cal. App. 2d 72, 1978 Cal. App. LEXIS 1653 (Cal. Ct. App. 1978).

Opinion

Opinion

STANIFORTH, J.

Petitioner Pacific and Southwest Annual Conference of the United Methodist Church (Conference) seeks a writ of mandate (Code Civ. Proc., § 1085) commanding the respondent superior court to disqualify the Honorable Ross G. Tharp, judge of that court (Code Civ. Proc., § 170, subd. 5), from further hearing of any matter in the underlying action. Alternatively, the Conference requests a writ (Code Civ. Proc., § 1103) prohibiting Judge Tharp from hearing any matters in the underlying action. Judge Tharp is challenged for bias and prejudice shown against the Conference (Code Civ. Proc., § 170, subd. 5) in pretrial hearings.

This court directed the respondent superior court and Frank T. Barr et al. (Real Party in Interest) to appear and show cause why Judge Tharp should not be prohibited from hearing further matters in the underlying action.

Upon application by the Conference, we directed that all proceedings before Judge Tharp be stayed without prejudice to further proceedings before another judge. The superior court did not proceed before another judge, thereby necessitating further proceedings in this court.

*76 The Underlying Action

The underlying action is a suit for $266 million damages brought by the Real Party in Interest against the Conference and others. The complaint asserts the Conference is responsible to carry out life care contracts entered into by eklerly persons with a retirement home system named Pacific Homes, an agent or alter ego of the Conference. Although the action is still in the pleading stage, a series of pretrial matters have been heard—three demurrers, one of which is still pending, a motion to quash, an ex parte application for temporary restraining order, and an order to show cause in re preliminary injunction, as well as a motion to quash service of process brought on behalf of defendants General Council of Finance and Administration of the United Methodist Church (GCFA) and the United Methodist Church (UMC).

Judge Tharp, the assigned law and motion judge, heard and determined the motions to quash—adversely to GCFA, but favorably to UMC—and continued the hearing on Barr’s motion for preliminary injunction then pending before him. Judge Tharp also had pending before him Barr’s motion for discovery, a class certification motion and the remaining demurrer—as well as the continued motion for preliminary injunction.

At this juncture in the pretrial matters, on March 20, 1978, Judge Tharp sent the following letter to all counsel. Because of the significance of each statement contained, we quote in its entirety:

“Re: Frank T. Barr v. United Methodist Church, Superior Court No. 404611
“To All Counsel of Record:
“Enclosed please find my ruling on the motions to quash.
“All parties hereto are urged to re-examine their respective positions with a view toward returning to the conference table. Since I will not try this case should it proceed to trial, I am taking the liberty of sharing with you my appraisal of your respective positions.
“First, I believe the plaintiffs’ claims against the Pacific & Southwest Conference are meritorious and that they will in all probability prevail at *77 time of trial. Likewise, I believe that plaintiffs will prevail against the GCFA on the alter ego theory in view of the GCFA’s complete domination and control of the Conference. Further, I believe the award of damages will be enormous.
“On the other hand, so far as plaintiffs’ motion for preliminary relief is concerned, i.e., their prayer to require payment of some $300,000 per month, there is, at this time, insufficient evidence to establish an existing hardship on the plaintiffs. Of the one hundred and sixty (160) named plaintiffs, fewer than sixty (60) supplied the information requested of them by their counsel. In order for me to determine relative hardship, I must have competent evidence submitted, not merely an emotional appeal. The emotional strain that this tragedy has placed upon the litigants is not alone sufficient for me to order the injunctive relief prayed for.
“Accordingly, enclosed herewith is a form which must be completed by each of the named plaintiffs before April 1, 1978. Upon receiving and reviewing said data, it may well be concluded that there is no immediate financial crisis on the part of the plaintiffs, and that they (or most of them) can afford to wait until trial for a redress of their grievances. At least one of the defendants is well able to respond in damages and the likelihood of the plaintiffs’ receiving a very sizable judgment within the next few months bears heavily in their favor.
“The defendants, I believe, should consider offering some of their abundant means to help resolve this problem. The homes are now in the hands of a very competent person who has done a masterful job in stabilizing and containing the problem. If funds were made available to him—in the form of a loan or otherwise—he would be in a position to undertake an advertising and promotional program to fill the existing vacancies. It might be well to remember the old adage: ‘Charity begins at home.’
“I have spoken with Mr. Matthews to determine his availability to meet with you gentlemen at the conference table, and he is ready, willing and able to do so. Since ‘The United Methodist Church’ is ‘out of the case’, perhaps Mr. Witwer would be willing to assume a position of *78 leadership in bringing the litigants together to confer once more. Continued litigation may prove devastating to all concerned.
Very truly yours,
Ross G. Tharp”

The Conference responded by filing an objection (Code Civ. Proc., § 170, subd. 5) to Judge Tharp’s hearing any further matter. Judge Tharp answered the objection declaring that he had “evaluated the parties’ relative positions” and “believe there is a strong possibility that plaintiffs will prevail.” He also stated, “I am not prejudiced against any party to this litigation.”

The Conference by concurrent motion sought to transfer the underlying action for pretrial matters as well as trial to a single judge. Their motion contained three named judges, agreeable to all parties, to whom the action might be transferred. The Presiding Judge (Orfield) denied both the Code of Civil Procedure section 170, subdivision 5 objection to Judge Tharp and the motion to transfer to a single judge. These writ proceedings followed.

Propriety of Use of Writ of Mandate

Petitioners contend that Judge Orfield’s denial of their objection to Judge Tharp is a prejudicial abuse of discretion authorizing relief by perogative writ. The petition for writ makes the appropriate allegations concerning the lack of adequate remedy at law and further asserts that unless Judge Tharp is restrained, he will proceed without or in excess of jurisdiction to hear and determine matters in the underlying action from which he is by law disqualified.

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Bluebook (online)
82 Cal. App. 3d 72, 147 Cal. Rptr. 44, 82 Cal. App. 2d 72, 1978 Cal. App. LEXIS 1653, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pac-sw-annual-conference-of-united-methodist-church-v-superior-court-calctapp-1978.