Schabarum v. California Legislature

60 Cal. App. 4th 1205, 60 Cal. App. 2d 1205, 70 Cal. Rptr. 2d 745, 98 Cal. Daily Op. Serv. 401, 98 Daily Journal DAR 485, 1998 Cal. App. LEXIS 29
California Court of Appeal·Decided January 14, 1998·No. C020336·Published·Cited by 77 cases

Opinions

Opinion

SPARKS, J.*

In this case we consider whether the funds budgeted for the Legislative Counsel Bureau must be included in the budget of the Legislature for purposes of constitutional spending limitations. We hold that those funds need not be included in the Legislature’s budget.

At issue here is article IV, section 7.5, of the California Constitution, enacted as part of Proposition 140 (the term limit initiative) at the November 6, 1990, General Election. In relevant part that section provides: “In the fiscal year immediately following the adoption of this Act, the total aggregate expenditures of the Legislature for the compensation of members and employees of, and the operating expenses and equipment for, the Legislature may not exceed an amount equal to nine hundred fifty thousand dollars ($950,000) per member for that fiscal year or 80 percent of the amount of money expended for those purposes in the preceding fiscal year, whichever is less.” In subsequent years, the total aggregate expenditures of the Legislature may not exceed that of the preceding fiscal year, adjusted and compounded “by an amount equal to the percentage increase in the appropriations limit for the State established pursuant to Article XIII B.” (Cal. Const., art. IV, § 7.5.)

[1212] Plaintiff Peter F. Schabarum brought this action as a taxpayer, alleging that the Legislature has failed, and will continue failing, to comply with this provision. Leaving aside the hyperbole, plaintiff's claim is that in the state budget act, the budget for the Legislative Counsel Bureau (Legislative Counsel), including sums budgeted for the “Legislative Data Center” (Center), which is housed within and included in the budget of the Legislative Counsel, must be included in the Legislature’s spending cap.1

The Legislature filed a cross-complaint for declaratory relief.2 Again bereft of hyperbole, it asserts: (1) in view of positions taken and factual assumptions accepted in prior litigation (Legislature v. Eu (1991) 54 Cal.3d 492 [286 Cal.Rptr. 283, 816 P.2d 1309]), the plaintiff and his privies are estopped from contending that the Legislative Counsel must be included in the Legislature’s spending cap; (2) since the decision in Legislature v. Eu was rendered, the spending cap has proven so onerous in practice that Proposition 140 must be determined to be an invalid constitutional revision rather than a valid amendment; and (3) the position of the Legislature as a coequal branch of government has been so compromised that the federal Constitution’s guarantee of a republican form of government is violated by Proposition 140.

During discovery, and while various discovery disputes were unresolved, the defendants moved for judgment on the pleadings. The trial court granted [1213] judgment against plaintiff on the ground that the case presented a nonjusticiable political issue. The cross-complaint was dismissed as moot. Plaintiff appeals and the Legislature has filed a protective cross-appeal.3

I

Political Question

The “political question” rule has two general applications or effects, one that is broad and commonly applied but rarely articulated as such, and one that is narrow but rarely applicable. Essentially the “political question” rule relates to the appropriate role of the judiciary in a tripartite system of government. Courts perform the judicial function, that is, they resolve cases and controversies before them and, in the process, interpret and apply the laws. (Massachusetts v. Mellon (1923) 262 U.S. 447, 488 [43 S.Ct. 597, 601, 67 L.Ed. 1078, 1085].) In doing so the courts may not usurp the governmental functions of the legislative and executive branches, and usurpation includes unwarranted intrusion into the roles of those branches. Thus it has been said: “The political question doctrine excludes from judicial review those controversies which revolve around policy choices and value determinations constitutionally committed for resolution to the [legislative and executive branches].” (Japan Whaling Assn. v. American Cetacean Soc. (1986) 478 U.S. 221, 230 [106 S.Ct. 2860, 2866, 92 L.Ed.2d 166, 178].)

Nevertheless, it is well established that it is a judicial function to interpret the law, including the Constitution, and, when appropriately presented in a case or controversy, to declare when an act of the Legislature or the executive is beyond the constitutional authority vested in those branches. (INS v. Chadha (1983) 462 U.S. 919, 941-942 [103 S.Ct. 2764, 2779-2780, 77 L.Ed.2d 317, 338-339]; California Radioactive Materials Management Forum v. Department of Health Services, supra, 15 Cal.App.4th at p. 869.)

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Schabarum v. California Legislature, 60 Cal. App. 4th 1205, 60 Cal. App. 2d 1205, 70 Cal. Rptr. 2d 745, 98 Cal. Daily Op. Serv. 401, 98 Daily Journal DAR 485, 1998 Cal. App. LEXIS 29 (Cal. Ct. App. 1998).

60 Cal. App. 4th 1205 (Schabarum v. California Legislature) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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