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I. Introduction
and subject of action:
The standing of Save The Public's Lynn Vietor Nature Preserve ( STPLVNP
) is being attacked. STPLVNP believes that in the past, post-1992, defendants
Humboldt Area Foundation ( HAF ), Wells Fargo Bank ( WFB ), Humboldt County
Planning Department, the Humboldt County Board Of Supervisors, the California
Coastal Commission, and to a large degree public opinion, have "missed
the forest for the trees" in their focus on legal actions to stop
HAF from destroying the public's Lynn Vietor Nature Preserve.
The Nature Preserve was initially created by Vera Perrott Vietor (Vera)
in the 1940's as her "nature sanctuary" at Indianola. Vera's
1972 will made a gift of the 14.31 acre Nature Preserve to the public
( Humboldt Superior Court case numbers 19874 and 94PRO389; In The Matter
Of The Trust Created Under The Will Of Vera Perrott Vietor, Decedent ).
The Nature Preserve has trails with native plants, shrubs and a redwood
grove. This area provides special protection for birds and animals. This
action seeks to preclude conduct which will jeopardize the presence of
such plants, shrubs, trees, birds and other animals in the Nature Preserve.
HAF was never intended to be the sole owner of the Nature Preserve and
Vietor residence. Vera did not intend for HAF to even be "land trustee",
as the property ownership records now indicate, as a result of HAF's and
WFB's 1994 surreptitious filings in the Humboldt Superior Court probate
cases. Please see attached exhibit 1, 1972 will of Vera Perrott Vietor
at pages 5-6; exhibit 2, Who really owns the 14.41 acre Indianola Property-
Humboldt County Tax Assessor documents for Vietor property located at
373 Indianola Road, Bayside, California 95524; exhibit 3, HAF acknowledgment
of Lynn Vietor Nature Preserve: A. 10 June, 1999 HAF press release, with
comments; B. Current HAF internet site, www.hafoundation.org,
with comments; exhibit 4, Wells Fargo resigns as land trustee of the public
Nature Preserve, in favor of HAF, thereby creating conflict of interest
on the part of HAF; Petition, 13 October, 1994; Court order, 7 December,
1994; exhibit 17, Declarations of Dolly Coffelt and five of Vera's Perrott
nieces and nephews, which contested Mr. Pennekamp's declaration of 25
August, 1999 regarding the Nature Preserve.
STPLVNP alleges that HAF is pusillanimously dissembling and hiding behind
the law and California Attorney General's actions in protecting "charitable
trusts" from attacks by the public, while in fact it is a very different
HAF, the bogus, post 1994 "land trustee" version of HAF, which
is being attacked. Yes, HAF is acknowledged to be a bona fide charitable
trust in their main avocation as a charitable foundation, as established
in Vera' s will in 1972. That is not the HAF, which this lawsuit addresses.
This is a glaring case of mistaken identity.
STPLVNP is attacking HAF, aided and abetted by WFB, not in HAF's legitimate
capacity as a "charitable trust", but in regard to post-1992
HAF's usurped ( circa 7 December, 1994 ) "trust and will breaching"
status as the improperly appointed land trustee of the public's Lynn Vietor
Nature Preserve.
Few people know the complete facts concerning HAF"s clandestine foul
play in making an alleged improper and fraudulent building permit application
to despoil the public's Nature Preserve in February, 1994. Plaintiffs
allege that the building permit was awarded by a misinformed and duped
Humboldt Planning Department in June, 1994. Please see excerpts from the
1994 Humboldt County Planning Department file in exhibit 21.
Issuance of the June, 1994 building permit led to a major despoliation
of Vera's creation, the public's sanctuary for Mother Nature and the architecturally
significant Vietor residence, in 1995.
HAF's egregious actions in 1994 and 1995 have created a glaring conflict
of interest over land use or abuse, vis-a-vis what was clearly and unequivocally
stated by Vera, the one and only 1972 founder of both the public's Lynn
Vietor Nature Preserve and the charitable gift giving operations of HAF.
Specifically, the 14.31 acre Lynn Vietor nature Preserve was to be guarded
"native and unspoiled, not even to be despoiled by a picnic table."
Attached exhibit 1, will of Vera Perrott Vietor, page 6. The Nature Preserve
was to be held in trust, with Crocker Bank as trustee. HAF was never envisioned
or authorized by Vera to be trustee of the public Nature Preserve. Exhibit
1, bottom of page 5, through page 6. The change of the trustee of the
Nature Preserve from WFB to HAF, and the despoliation of the Nature Preserve
by HAF and WFB have breached the will and trust, leading to Vera's mandate
that "this trust SHALL be terminated." Exhibit 1, page 6.
History shows that for its first 22 years ( 1972-1994 ), the public's
Nature Preserve and architecturally significant Vietor residence were
scrupulously guarded "native and unspoiled" under the purview
of Vera's selected "legitimate"trustee, Crocker Bank. However,
with Wells Fargo Bank buying out Crocker in 1994, and HAF surreptitiously
and covertly usurping the land trusteeship ( exhibit 4 ), this circumvented
and destroyed the independent trustee status which Vera had created. Vera's
will and trust were breached because HAF simultaneously became beneficiary
and trustee of the Nature Preserve, which created a glaring conflict of
interest.
This opened the door to significant damage that followed to the Nature
Preserve and architecturally significant residence. Please see attached
exhibit 10, Internationally acclaimed architect John Yeon; Resume of the
Vietors' Portland architect, and the architectural and historical importance
of the Vietors' residence, photographs of which were shown at the New
York Museum Of Modern Art in the early 1940's, along side works of Frank
Lloyd Wright.
In early 1995, HAF committed what was up to that time the first major
despoliation and breach of the will and trust, without approval of Humboldt
Superior Court or the California Attorney General. HAF, as the newly appointed
land trustee, ignored their fiduciary responsibilities to protect the
public's Lynn Vietor Nature Preserve in its "native and unspoiled"
condition. Instead, HAF and WFB irreversibly despoiled the Nature Preserve
and Vietor residence. Please see attached exhibit 7, Pre- and post-1995
Lynn Vietor Nature Preserve and residence; 1995 HAF despoliation of Nature
Preserve and Vietors' architecturally and historically significant residence
and landscaping, for expanded office and parking, with "smoking gun"
visuals and commentary.
For HAF to now claim that STPLVNP is attacking HAF as a charitable, gift
giving entity is a specious argument, and a smoke screen designed to divert
attention from their clearly wrongful conduct toward the public Nature
Preserve. STPLVNP is attacking the post-1994 usurper of the land trustee
position, which is guilty of and is now engaged in a conflict of interest.
With the post-1992 version of HAF as trustee of the Nature Preserve, HAF
and WFB have a record of breaches of the terms of the Founder's will and
trust, and egregious destruction of property which they have a fiduciary
responsibility to hold for the benefit of the public. HAF, as the post-1994
trustee of the land, has breached its fiduciary duties to the public.
WFB has participated in this wrongdoing by improperly abandoning their
status as trustee of the land, and turning over the position to HAF. This
has "put the fox in charge of the hen house", with complicity
of the Probate Court.
Under these circumstances, HAF is not to be afforded the special legal
protections normally available for a charitable foundation which is engaged
in gift giving operations. In regard to the Nature Preserve, HAF is not
engaged in any charitable gift giving, but rather is engaged in destruction
of the public's Nature Preserve. To use an analogy from Robert Louis Stevenson's
book Dr. Jekyll and Mr. Hyde, HAF as the gift giving operation which the
public sees is the magnanimous, altruistic Dr. Jekyll, while HAF as trustee
of the Nature Preserve is the opposing personality, Mr. Hyde, engaged
in a ruse to despoil the public Nature Preserve.
As is set forth more fully below in section II, Standing of plaintiffs,
the Court should allow a class of beneficiaries of Vera's trust, who have
a special interest in preserving it, to protect the Nature Preserve from
the interloper land trustee version of HAF ( "Mr. Hyde" ). The
real issues are land misuse or abuse, and breach of fiduciary duty, by
HAF as the land trustee. This is not a case of the public critiquing HAF's
charitable gift giving operations. Rather, a special group of beneficiaries
of the land trust and Nature Preserve is attempting to save their Lynn
Vietor Nature Preserve and Vietor residence, which were given as a gift
from Vera in 1972. If there is a rule of law, their case should be heard
by the Court.
II. Standing of plaintiffs:
"Save The Public's Lynn Vietor Nature Preserve" ( "STPLVNP"
) is an unincorporated association which was co-founded by plaintiffs
and heirs of the founder, John R. Perrott and R. William Perrott. The
association includes people who own property in or who reside in Humboldt
County, California. This organization has the following purposes, among
others, in regard to this lawsuit:
A. To save and protect the public's Lynn Vietor Nature Preserve from further
despoliation, preserving the public's Nature Preserve and historically
and architecturally significant Vietor residence in their "native
and unspoiled" condition;
B. Requiring defendants Humboldt Area Foundation ( HAF or Foundation )
and Wells Fargo Bank ( WFB ) to follow the expressed terms of the 1972
will and trust of Vera Perrott Vietor, founder of the public's Nature
Preserve, principal trust and HAF;
C. To obtain a National Historic or Heritage Site designation for the
Nature Preserve and Vietor residence, to protect it for future generations.
The class that plaintiffs represent is composed of beneficiaries of the
land trust and Nature Preserve who have a special interest in protecting
the site, including, but not limited to, certified members of the "Save
The Public's Lynn Vietor Nature Preserve" organization, who have
signed a membership agreement. Most of the members of "Save The Public's
Lynn Vietor Nature Preserve" own real estate in Humboldt County or
live in Humboldt County. Members of this organization include people such
as:
A. Family members of testatrix Vera Perrott Vietor, neighbors, or people
who personally knew the testatrix and her nature loving propensities,
who appreciate the Nature Preserve and Vera's architecturally and historically
significant residence, and who seek to protect the land and house in their
native and unspoiled condition, with no man made improvements, as mandated
in Vera's will;
B. People who have used, intend to use, and or presently use the Indianola
Nature Preserve property, and who appreciate the architecturally and historically
significant Vietor residence, and who seek to protect the land and house
in their native and unspoiled condition, with no man made improvements,
as mandated in Vera's will;
C. People who may have only recently become aware of the Nature Preserve
and Vera's nature loving propensities through the publicity which has
been generated by this case, including through Humboldt Superior Court
probate case numbers 19874 and 94PRO389, and through the internet site
www.humboldtexposed.com ,
and who seek to protect Vera's gift of the land and residence in their
native and unspoiled condition, with no man made improvements, and who
seek to uphold the terms of Vera's will and trust;
D. Native Americans who have heritage interests in the Nature Preserve,
who object to violation of the terms of Vera's will and trust, and who
seek to protect the land and residence in their native and unspoiled condition,
with no man made improvements.
On or about 20 July, 2001, Native Americans caused HAF to stop the new
construction project in the public's Nature Preserve. Because the Native
Americans and STPLVNP share the same basic aims regarding guarding Mother
Nature in its "native and unspoiled" condition within the 14.31
acres at Indianola, STPLVNP is in contact with the Native Americans, and
is hopeful that the two organizations can join forces to stop HAF despoliation.
Many of the people who visit the Nature Preserve do so because of the
presence of native plants, shrubs, trees, birds and animals, or because
of the architecturally significant Vietor residence. These people are
concerned about jeopardizing the presence of the above-described plants,
trees, birds, animals and residence.
Furthermore, there is evidence that the California Attorney General, who
is charged under the laws of California with the duty of enforcement of
the terms of charitable foundations and trusts, is not enforcing the provisions
specified by Vera in unambiguous language in her 1972 will. Please see
attached exhibit 13, How is the Attorney General of California ( not )
involved in the HAF and trust bank saga-
The terms of Vera's will and trust have clearly been violated by HAF and
WFB, whose actions have either been ignored or aided by the local Judiciary.
Please see attached exhibit 16, Humboldt Superior Court ruling of the
Honorable J. Michael Brown, dated 27 September, 1999, which accepted Mr.
Pennekamp's declaration as being uncontested; exhibit 15, Declaration
of Peter H. Pennekamp dated 25 August, 1999, in opposition to request
for injunction to prevent construction in the Nature Preserve.
Plaintiffs allege that the Honorable J. Michael Brown, the Judge of Humboldt
Superior Court who has presided over much of the probate case in recent
years, has a conflict of interest in this matter because he has a personal
relationship with members of the HAF Board Of Directors. Pursuant to Code
Of Civil Procedure section 170.1, Judge Brown should not have continued
to hear disputes in the case and issue rulings thereon. In the present
case, plaintiffs have filed a peremptory challenge to the Honorable J.
Michael Brown pursuant to Code OF Civil Procedure section 170.6.
The reasons for the California Attorney General not enforcing the terms
of Vera's will and trust are unclear, and discovery is needed. Plaintiffs
are therefore entitled to be appointed in place of the California Attorney
General to protect the public's interests and to enforce the terms of
the will and trust which are set forth in ex. 1, pages 5-6.
On approximately 15 April, 2000, plaintiff counsel sent a letter to the
Deputy California Attorney General asking for an internal review to explain
why the California Attorney General office was not enforcing the terms
of the will and trust, and was not protecting the public's interests in
Humboldt Superior Court probate case numbers 19874 and 94PRO389. No response
was received to this inquiry. Numerous phone calls by plaintiff counsel
to the California Attorney General's office were not returned. In July
of 2001, the office of the California Attorney General only told plaintiff
counsel by phone that an internal review had been performed, and that
their position had not changed.
No written explanation was received regarding the facts
which were considered, or the reason for their position. All of the filings
of the California Attorney General in the Humboldt Superior Court probate
case have been mere "rubber stamp" approvals of HAF's and WFB's
actions, without any explanation of the facts which have been relied on,
and without any written response to issues which plaintiffs have raised
in papers which were sent to the California Attorney General office.
III. Proposed Class Action:
Plaintiffs bring this action on their own behalf and on behalf of all
persons similarly situated. The class includes people who own property
in or who reside in Humboldt County, California, and who use or may use
the Nature Preserve, and who have a particular interest or concern about
observing native plants, shrubs, trees, birds and other animals in said
Nature Preserve, or in conserving the architecturally significant Vietor
residence.
Due to the number of persons who use the Nature Preserve or who may desire
to do so, the joinder of all such persons is impractical. Disposition
of claims in a class action rather than in individual actions will benefit
the parties and the Court by protecting the public's Lynn Vietor Nature
Preserve and historically and architecturally significant public property,
including the former Vietor residence.
There is a well defined community of interest in questions of law and
fact involved, affecting the plaintiffs and proposed classes. These questions
of law and fact predominate over questions that affect only individual
class members. The claims of the plaintiffs are typical of those of the
class, and plaintiffs will fairly and adequately represent interests of
the class.
Plaintiffs contend that the major and most appropriate remedy herein consists
of orders regarding defendants' conduct, the Nature Preserve and Vietor
residence, which will benefit the members of the proposed class.
Plaintiffs are informed and believe that the damage to most members of
the class is relatively small and intangible, consisting of:
A. Being deprived of the full and fair use of the "native and unspoiled"
public Lynn Vietor Nature Preserve and unspoiled architecturally significant
Vietor residence, without man made alterations;
B. Being deprived of the ability to continue the observation of plants,
shrubs, trees, birds and other animals within the Nature Preserve.
These benefits were envisioned, intended and mandated by the founder,
Vera Perrott Vietor ( Vera ), in her will and testamentary trust in 1972.
There is no plain, speedy, or adequate remedy, other than by maintenance
of this class action. It is not economically feasible or effective to
pursue remedies other than in this class action. Therefore prosecution
of individual remedies by members of the plaintiff class is not practical
or possible, and the rights of all beneficiaries who have a special interest
in the unspoiled Lynn Vietor Nature Preserve and former Vietor residence
are more appropriately considered together. There would be a failure of
justice and a failure to protect unique public property without the maintenance
of the present class action.
The plaintiff class has been frustrated and thwarted by the California
Attorney General, Probate Court and other government agencies' failure
to enforce the terms of the will and trust, and failure to protect public
property and treasures.
IV. Factual background:
A. The Public's Lynn Vietor Nature Preserve and HAF
What is now known as the public's Lynn Vietor Nature Preserve was created
by the will of testatrix Vera Perrott Vietor, who passed away on 21 June,
1972. Vera's will mandated that the 14.31 acre public Nature Preserve
was to be kept as it was, "native and unspoiled, not even to be despoiled
by a picnic table". These requirements were Vera's "death bed"
quid pro quo with trustee Crocker Bank, which Crocker faithfully followed
for the first 22 years of operation of the public Nature Preserve in trusteeship.
This Ellen Dusick era ( of HAF's first Executive Director from 1974-1992
) was under the "land trusteeship" of Crocker Bank. Pre-1992
HAF was operated as a low key, low overhead, skeleton staff operation,
using, but never abusing, the Vietor residence and landscaping, as Vera's
will specified.
The architecturally significant Vietor residence, as well as the immediate
landscaping, all part of the 14.31 acre public Nature Preserve, were scrupulously
guarded in their pristine state. This was as clearly and unequivocally
required by Vera's 1972 will, which created: 1 ) the public Nature Preserve;
2 ) a principal Trust from Vera's liquid assets; and 3 ) HAF as a charitable
Foundation, to operate from trust income only, not from principal.
Vera's will ( a copy of which is attached as exhibit 1, at page 6, top
of page ) specified that only "income, but not the principal of said
trust fund... shall be paid to the HUMBOLDT AREA FOUNDATION, ... for the
purposes of the Foundation." There are no other known signed instructions
from the testatrix which state how the principal is to be used.
In Vera's will, in the second paragraph, she stated that she had executed
a declaration of trust on the same date as signing the will, 3 May, 1972.
However, that document was reportedly not ready for Vera's "death
bed" signing, and Vera did not sign any such document. The only copy
of a declaration of trust in Vera's probate courthouse file (Humboldt
County Superior Court case number 94PR0389 ) was signed unilaterally by
Mr. White of Crocker Bank in July of 1972, well after Vera had signed
her will and then passed away on 21 June, 1972.
The limitations of the will and on the trustee were Vera's "pact
with the devil" with the Trust Bank ( originally Crocker Bank ),
in exchange for their shouldering the solemn fiduciary responsibility
to guard the public's Lynn Vietor Nature Preserve (including the Vietor
residence ), in its "native and unspoiled" condition. This was
Vera's foremost and heartfelt objective, which was "in Vera's genes".
( Please see attached exhibit 18, Pioneer Perrott family history: How
it was in Vera's genes to create the public's Lynn Vietor Nature Preserve
at Indianola in her 1972 will ). Her long standing, lifelong intent was
clearly and unequivocally stated in her will ( exhibit 1, page 6, third
paragraph ).
Vera's will showed what was important to her. Her will states that if
the "letter or spirit" of her will is ever breached, "this
trust shall terminate, and vest ... ( in her heirs). Emphasis added. This
is very clear, and with no equivocation. The public Nature Preserve was
Vera's most urgent and heartfelt preoccupation in drafting her "death
bed" will.
B. HAF's first Executive Director ( 1974-1992 )
HAF's first Executive Director, Mrs. Ellen Dusick, and the early Board
Of Governors which appears to have been legitimately appointed based on
Crocker Bank's July, 1972 declaration of trust, were so strict in preserving
the sanctity of the public's Nature Preserve, that a bosom friend of Vera's
was chastised for picking a few rhododendron blossoms to put on Vera's
grave on Memorial Day in the pre 1992 days.
Mrs. Dusick and early HAF Board members knew Vera and her nature loving
and tree hugging eccentricities. Mrs. Dusick witnessed Vera's 1972 will.
She and the early HAF Board carried out HAF's operations strictly in accordance
with the "letter and spirit", and intent, of Vera's will.
The tradition of protecting the Nature Preserve and residence in their
original, "native and unspoiled" condition changed abruptly
starting in 1992 when HAF transitioned to "rethinking their mission"
and to aggressively "growing the Foundation," with the termination
of the first Executive Director, Mrs. Ellen Dusick. Please see attached
exhibit 19, HAF's cost of giving - Is it high-, and Empire Building.
After the departure of Mrs. Dusick and the transition to new HAF management,
the second Executive Director took control in 1993, with a rapidly changing
makeup and attitude of the HAF Board Of Directors. Plaintiffs allege that
the change in the method of appointing the Board Of Directors to the current
method is not within the "letter and spirit" of the terms of
Vera's will and trust. The initial method was created by Crocker Bank's
July, 1972 declaration of trust, and it was followed for approximately
20 years. That method appeared to have some checks and balances, because
people were appointed from a variety of sources within the North Coast
Community, including the appointment of one member by the presiding Judge
of Humboldt Superior Court. Interestingly, this prior, seemingly more
open and Democratic procedure was quietly scrapped by the new, post-1992
management, without the approval of Humboldt Superior Court or the California
Attorney General. Plaintiffs allege that the current, post-1992 procedure
of appointing Board members was implemented to allow the Board to be "stacked"
with individuals who have not followed the terms of the will and trust.
Plaintiffs allege that the post-1992 procedure marked the start of HAF's
self serving "empire building", as outlined below. Please see
attached exhibit 12, Method of appointment of HAF Board Of Directors as
originally established in 1972, which was scrapped by HAF post-1992, without
the knowledge or approval of Humboldt Superior Court or the California
Attorney General; also exhibit 19.
As the current and most egregious manifestation of HAF's post-1992 "rethought
mission" and "growing the Foundation", HAF has broken ground
in July, 2001 to add a new 4,000 square foot office building and 65 stall
paved parking lot within the public's Nature Preserve. This was approved
by the Humboldt County Planning Department in 1998 and by Humboldt Superior
Court in 1999, without the knowledge of Vera's heirs and the public, the
true owners as beneficiaries of a "native and unspoiled" Nature
Preserve ( please see Vera's will in exhibit 1, pages 5-6 ). This amounted
to a denial of due process and equal protection of the law. This is not
what Mrs. Vietor envisioned in her will, which mandates that no improvements
are to be made within the public's Lynn Vietor Nature Preserve. Not even
a picnic table is to be added, per Vera's will. Exhibit 1, page 6, third
paragraph.
If current ( post-1992 ) HAF management wants or needs more office and
meeting space, that should be obtained outside of the public's Nature
Preserve. It is not necessary to breach the terms of Vera's will and trust
and to despoil and pave over the public's Nature Preserve in order to
run a charitable operation. HAF's operations can and should be moved off
site in order to not violate Vera's will. Mother Nature and the public's
Lynn Vietor Nature Preserve, and the architecturally and historically
significant Vietor residence, cannot be moved.
The will of Vera Perrott Vietor, exhibit 1 at pages 5-6, is very clear
in regard to this issue. By testamentary trust it created the public's
Lynn Vietor Nature Preserve, and stated that no improvements are to be
made. Post-1992 HAF has breached the terms of Vera 's will and trust.
Please see attached exhibit 14, pages 1-2, Critique of Mr. Pennekamp's
25 August, 1995 declaration which claimed that the 4,000 square foot building
and 65 stall paved parking lot in the Nature Preserve are consistent with
the Vietor will and trust. Mr. Pennekamp's declaration in the Humboldt
Superior Court probate case was contested by six declarations of people
who either knew Vera very well, or who were also related to her ( five
nieces and nephews ). These people knew Vera closely and personally for
a combined 170 years during Vera's residence at Indianola. Attached exhibit
17.
With this background, the public's Nature Preserve and unique Vietor residence
should not have to endure the degradations which are a result of post-1992
HAF management "going off track", becoming the bogus land trustee,
and recklessly violating the "letter and spirit" of Vera's will
and trust. This is especially true when the current management, with HAF
as an interloper land trustee as of 1994, has in 1995 despoiled the Nature
Preserve and residence, and now as of July, 2001 has broken ground to
further despoil the public's Nature Preserve. These activities are being
egregiously funded by invaded Vietor trust principal ( the "hens"
), that will no longer produce as much income ( "eggs" ) to
fund future charity which Vera intended.
For these reasons, the HAF gift giving and "other" operations
should move entirely out of the Vietor residence and outside of the public's
Nature Preserve.
C. Method of appointing Board Of Directors
At about the time of Mrs. Dusick's 1992 exit as the first Executive Director,
a change of method of appointing HAF Board Members ( previously known
as Board Of Governors ) was adopted, without the knowledge or approval
of the Court or the California Attorney General ( please see attached
exhibit 12 ). The number of Board Members has been increased from 7 to
9.
All was fine for some 20 years with Crocker Bank as the first trustee,
Ms. Ellen Dusick as the first Executive Director, and a seven member Board
Of Governors. Please see exhibit 12. Although Vera never signed a declaration
of trust, in 1972 trustee Crocker Bank created a declaration of trust
by which members of the Board Of Governors were appointed by various groups:
A. The trustee committee ( trust banks); B. Humboldt County Board Of Supervisors;
C. Presiding Judge of Humboldt Superior Court; D. President Of Humboldt
Council Of Chambers Of Commerce; E. President Of Humboldt State University;
F. President Of College Of The Redwoods; G. President of United Way of
Humboldt County. For unknown reasons, this procedure was all quietly scrapped
by HAF in its post-1992 chicanery. Discovery should be conducted to expose
these will and trust breaching activities.
The new, post-1992, procedure for appointing HAF's Board Of Directors,
no longer called a Board Of Governors, seems to be secret because it does
not appear that the procedure is made known to the public. The change
in this important procedure was done without the knowledge or approval
of Humboldt Superior Court or the California Attorney General. The change
in procedure should be declared by this Court to be void because it was
done in violation of applicable laws governing operation of trusts. Because
the California Attorney General has failed to act to protect the interests
of the public, and to restore the public' s confidence in the propriety
and integrity of the procedure for appointment of HAF's Board Of Directors,
this Court should appoint plaintiffs herein to protect the rights of the
public in regard to this issue.
The change in method of selection, and increase in the number of Board
Members, were significant violations of the terms of Vera's will and trust,
because HAF was then enabled to pack the Board with "like minded"
individuals, with no oversight to ensure adherence to Vera's will. Plaintiffs
allege that the post-1992 Board members have been more in favor of expansion
and unauthorized ( by Vera's will ) development, than protecting the Nature
Preserve in its "native and unspoiled" condition, as mandated
in Vera's will. The post-1992 HAF Board "reinvented" Vera and
re-interpreted her will to suit their own purposes, in HAF's post-1992
practice of the art of "dissembling1". Please see attached exhibits
19 and 20 regarding cost of giving and plans for groundbreaking.
The above transformation ( please see attached exhibit 14, pages 1-2 )
was the start of significant breaches of the terms of the will and trust,
in HAF's own self serving interests of "growing the Foundation".
There was a glaring conflict of interest in land use, activities and priorities
between "resident in the Nature Preserve" HAF as an expanding
"commercial" entity, be it nonprofit and charitable, and HAF
as "interloper" land trustee over a public Nature Preserve,
to be kept "native and unspoiled". Is it HAF as a charity, or
HAF as a land trustee which is despoiling the Nature Preserve- It is HAF
taking advantage of their dual, but distinctly different, roles to despoil
the Nature Preserve and Vietor residence.
The violations included first despoiling the public's Nature Preserve
and Vietor residence ( please see attached exhibit 7 ) with invaded trust
principal funding in 1995. The 1995 despoliation was done by HAF without
the knowledge or approval of Humboldt Superior Court or the California
Attorney General. Court approval was only sought after the fact. See exhibit
6, Joint Petition filed 5 April, 1999, at page 2, line 26 to page 3, line
5. Also please see attached exhibit 5, HAF 1996 Petition to modify trust
to total return policy, a euphemism for invading trust principal; exhibit
11, HAF breaches of Vietor will and trust by invasion of principal to:
A. "Maintain" the property; and B. For normal operations ( total
return policy ).
Dissembling is evident in HAF's post-1992 Court filings, wherein Vera's
character and intent were "reinvented" and her will was "reinterpreted",
often 180 degrees from what Vera clearly stated and unequivocally intended.
Please see attached exhibit 6 regarding HAF's 1999 Joint Petition To Instruct
Trustees for new office building; also exhibit 14 re: critique of 1999
declaration of HAF's Executive Director.
HAF became an interloper land trustee in December, 1994, and played out
the potential for conflict of interest in land use ( protection v. destruction
) in HAF's own favor as despoilers, to the detriment of the public's treasures
and Vera's intent to keep everything "native and unspoiled".
HAF's becoming land trustee in 1994 ( exhibit 4 ) and the adoption of
the "total return" policy" in 1996 ( exhibits 5, 11 ),
a euphemism for invasion of Vietor Trust principal, along with the 1999
"Petition TO Instruct Trustees" ( for the building expansion,
exhibit 6 ), were all carried out without the public, as beneficiaries
of the Nature Preserve, or Vera's heirs, being informed. These interested
and affected parties were egregiously and intentionally denied their due
process and equal protection of the law. Yes, Vera's heirs had their standing
officially taken away in November, 2001, but not six years earlier in
1994.
D. Breaches of the terms of the will and trust
After 22 years of operation ( 1972-1994 ), HAF, as a new, "interloper"
land trustee, engaged in an improper scheme to physically expand HAF's
facilities and operations within, and to despoil, the public's Nature
Preserve and Vietor residence. This constituted a conflict of interest
over land use (abuse). These actions breached the terms of Vera's will
in at least two ways which mandated that the public's Nature Preserve
be kept "native and unspoiled".
Vera spelled out two "Thou Shalt Nots" in her will, the violation
or thwarting of which was a breach of the "letter or spirit"
of the terms of Vera's will and trust. These limitations are:
1. The "native and unspoiled" 14.31 acres, "and all of
it", Vera admonished was not to be despoiled, even by a picnic table....
!;
2. HAF was only to have access to income, never Vietor trust principal.
Vera's penalties for violation of the above requirements: "this trust
shall terminate...." ( emphasis added ).
E. 1994-1995 era damages
The files at Humboldt County Planning and in the Courthouse contain the
clear paper trial available to the public. Please see attached exhibit
21, Portion of Humboldt County Planning Department file material regarding
Humboldt Area Foundation 's applications for building permits, within
the Lynn Vietor Nature Preserve.
It is a real "eye opener" to learn from the Humboldt County
Planning Department files ( exhibit 21 ) that on 15 February, 1994, HAF
lodged a building permit application with the Planning Department, the
effect of which would be to despoil the Nature Preserve and architecturally
significant Vietor residence. This almost surely was unknown to the then-current
land trustee, Crocker Bank, under whose purview the public' s Nature Preserve
had been guarded in its "native and unspoiled" condition for
some 22 years.
Wells Fargo Bank bought Crocker Bank, and became the replacement trustee
of the land and liquid assets in May, 1994. HAF had an ill acquired permit
to despoil the Nature Preserve from Humboldt Planning by June, 1994. The
permit was ill acquired because HAF was not trustee of the Nature Preserve
or Vietor residence, and HAF was acting outside the scope of its authority
in seeking and obtaining a building permit. Nor did HAF disclose to the
Planning Department the public ownership of the land in trust.
Wells Fargo Bank then petitioned the Court to be allowed to resign, in
favor of volunteer HAF as land trustee, on 13 October, 1994. The request
was granted by Humboldt Superior Court on 7 December, 1994. Exhibit 4.
Thus, HAF became the interloper land trustee with the solemn fiduciary
responsibility to guard the public property "native and unspoiled",
while having a prior permit in hand to despoil it. In 1995, HAF egregiously
engaged in a conflict of interest. With its bogus building permit and
ignoring its fiduciary responsibilities, HAF used chainsaws, bulldozers,
wrecking bars and paving machines to despoil the public's Nature Preserve
and architecturally significant Vietor residence. These actions were taken
almost immediately after HAF became the interloper land trustee. HAF made
a mockery of their fiduciary responsibilities and their appointment as
trustee of the land. Please see attached exhibits 7, 10 and 21.
Plaintiffs allege that the 1995 building permit process was illegal because
it involved despoliation of a public Nature Preserve, HAF was not trustee
of the land when the building permit application was initiated, and HAF
did not disclose the public ownership nature of the property. HAF was
acting outside the scope of its authority and did not have the right to
seek to become trustee of the land. If the beneficial and legal ownership
interests in a trust merge in the same entity, the trust is terminated.
HAF has given all appearances that the trust of the Nature Preserve and
residence are terminated because of the way they have damaged the property.
However, HAF does not now have, and is not entitled to have, legal ownership
of the Nature Preserve or Vietor residence, as HAF is acting. These were
left by Vera for the public.
Plaintiffs further allege that the 1995 building permit was obtained by
misrepresentation, because HAF did not disclose to the Planning Department
the true nature of the land as being held in trust as a Nature Preserve
for the public benefit. HAF did not disclose these actions to the probate
Court until several years after they had happened. Please see attached
exhibit 6, Joint Petition filed 5 April, 1999, at page 2, line 26 to page
3, line 5. HAF's 1994-1995 will and trust breaching activities were unknown
to, and thus not approved by, Humboldt Superior Court or the California
Attorney General. HAF's 1998 building permit was equally improper as a
breach of the terms of Vera's will and trust, and because it was obtained
without notice to the interested and affected parties being involved,
thereby denying them due process and equal protection of law.
The June, 1994 granting of this egregious and improper permit ( only after
HAF had become the interloper land trustee, some months later ) led to
HAF's early 1995 cutting of redwood trees, a major despoliation and paving
over of John Yeon's 1940's landscaping north of the Vietor residence,
and major devastation of the integrity of the Vietors' architecturally
significant home. ( Please see attached exhibit 7, "Despoliation
Visuals" ). Photographs of the architecturally significant residence
had been displayed in the New York Museum of Modern Art in the early 1940's,
along side works of Frank Lloyd Wright. Please see attached exhibit 10,
John Yeon Brief.
At the time of HAF's building permit application in early 1994, HAF was
still only a charitable Foundation, merely a "resident" within
the public's Lynn Vietor Nature Preserve. Vera's will only gave HAF the
use ( but not ownership or abuse ) of the Vietor residence as their headquarters.
The Board Of Directors of HAF, and the then land trustee ( Crocker Bank
), had the obligation to manage and protect the surrounding 14.31 acre
public Lynn Vietor Nature Preserve. Where is the HAF Board Of Directors
now, in its self created conflict of interest between a "Foundation"
and "land trustee"- Why is HAF not carrying out their fiduciary
responsibilities to protect the public's Nature Preserve- Instead, the
HAF Board is guilty of carrying out its improper plans to destroy the
public's Nature Preserve for its own empire building. Please see attached
exhibit 19. Post-1992 HAF "management" ( or lack thereof ) has
not provided proper oversight over HAF 's own egregious, conflict of interest
activities.
Throughout the post-1992 period, including in HAF's 1994 and 1998 building
permit applications, HAF often made references to "the HAF property."
However, HAF did not own the Nature Preserve as they dissembled, as an
unhindered owner. ( Please see attached exhibit 2, Tax Assessor Record
). Rather, the public Nature Preserve and Vietor residence are owned by
the public in trust. Vera's 1972 will made Crocker Bank trustee of the
land for the benefit of the public, with HAF having only the right to
"use" the Vietor residence as a headquarters. Exhibit 1 at page
5, last paragraph, through page 6 beginning of third paragraph.
In HAF's first 20 years, under the management of Mrs. Ellen Dusick and
the first Board Of Governors, which had been appointed based on Crocker
Bank's July, 1972 declaration of trust, there had been a maximum of four
employees in the Vietor residence ( with one, the groundskeeper, living
in the basement ), a cozy two bedroom residence which was designed for
two people, Lynn and Vera Vietor. ( Please see attached exhibit 19 ).
After the 1992 departure of Mrs. Ellen Dusick, HAF's post-1992 "rethought
mission" involved knocking out walls and scabbing on rooms and other
devastation, in order to shoehorn some 12 or more HAF employees into what
was until then the Vietors' pristine, architecturally and historically
significant residence. This was done to accommodate HAF's "growing
the Foundation" mantra, while egregiously breaching Vera's will and
trust by despoiling the residence and public's Nature Preserve with invaded
trust principal. Please see attached exhibits 5 and 11.
In February, 1994, when HAF initiated a building permit application at
Humboldt County Planning Department ( exhibit 21 ), HAF stated dissembled
by giving the impression that Crocker Bank was the owner of non-public
land. There is no indication that Crocker Bank knew of this chicanery
by HAF on behalf of Crocker Bank as land trustee. Nowhere does the permit
application divulge that the property is a public Nature Preserve, held
in trust. Nor is there any reference to Vera's will and the fact that
the property is to be guarded in its "native and unspoiled"
condition.
HAF's despoliation of the Nature Preserve and Vietor residence were carried
out under the guise of "maintaining" the property, dissembling
to accommodate the invasion of Vera's trust principal, which was off limits
to HAF. Please see attached exhibits 5 and 11 regarding invasion of trust
principal, which explain egregious post-1992 breaches of Vera's will and
trust.
Neither Vera's heirs ( who claimed a Power Of Termination under her will
at that time ) nor the public were informed of the 1994 activities before
the Humboldt County planning Department, thereby violating their due process
and equal protection rights under the law. Dissembling HAF never divulged
their 1994-1995 plans to the Humboldt Superior Court, which retained jurisdiction
over trust matters, or to the California Attorney General. Had they known
about said activities at the time, heirs of the testatrix would have opposed
the proposals as a breach of the terms of the will and trust, and as despoiling
the public's Nature Preserve.
The 1994 proceedings which resulted in issuance of a June, 1994 building
permit and change of trustee of the public's Nature Preserve, including
Vietor residence, from Wells Fargo Bank to HAF itself ( 7 December, 1994
Court order, exhibit 4 ), egregiously and improperly deprived Vera of
the right to control how her gifts would be used and conserved for the
public. This deprived Vera's memory, testamentary intent and the public
( as owners of the Nature Preserve ) of due process and equal protection
of the law.
Had HAF not resorted to dissembling and properly informed the Humboldt
County Planning Department that the property was a public Nature Preserve,
a complete Environmental Impact Report ( EIR) would have been required.
Because of deliberate lack of disclosure by HAF, the Planning Department
issued the permit in 1994 as a result of HAF's false pretenses, and without
an EIR. This led to despoliation of a public Nature Preserve in the sensitive
California Coastal Zone!
Plaintiffs R. William Perrott and John R. Perrott, heirs of the Founder
Vera Perrott Vietor, allege that HAF obtained said 1994 building permit
under false pretenses because HAF intentionally did not disclose that
the property was held in public trust by Crocker Bank, and then by Wells
Fargo Bank, as a trustee, and that the property was designated as the
public's Lynn Vietor Nature Preserve. Exhibit 21. HAF misrepresented the
status of ownership of the land to the Humboldt County Planning Department,
as though Crocker Bank was a full, unhindered owner of private property.
( Wells Fargo Bank replaced Crocker Bank as trustee of the real estate
in May, 1994. HAF replaced Wells Fargo Bank as trustee of the real estate
on 7 December, 1994. Exhibit 4).
Plaintiffs R. William Perrott and John R. Perrott, et. al. further allege
that post-1992 HAF had a prior and predetermined plan to despoil the Nature
Preserve and Vietor residence ( with embargoed but invaded trust principal
). When HAF "volunteered" as a replacement land trustee in October,
1994, HAF already planned ( with a June, 1994 building permit in hand
) to ignore their responsibilities as interloper land trustee to guard
the Nature Preserve and residence in their "native and unspoiled"
condition. Rather, HAF already intended to despoil the public's nature
sanctuary.
Plaintiffs allege that HAF volunteered to and became "land trustee"
on 7 December, 1994 ( exhibit 4), expressly in order to accommodate their
self serving plan to control the public's Nature Preserve and to "grow
the Foundation" by expanding within the boundaries of the Nature
Preserve, which would despoil the public's treasures with invaded trust
principal. This was a violation of HAF's land trustee fiduciary responsibilities,
which were to guard the public's Nature Preserve in its 'native and unspoiled"
condition.
Immediately after becoming the interloper land trustee on 7 December,
1994 (exhibit 4 ), and under the premise of performing "maintenance"
( HAF's dissembling) to accommodate invasion of trust principal ( please
see attached exhibits 5 and 11 ), HAF assaulted ( "maintained"
) the public Nature Preserve and Vietor residence with wrecking bars,
chainsaws, bulldozers and paving machines. Please see attached exhibit
7, Despoliation Visuals. This was dissembler HAF's ruse for "maintenance"
of the public's Nature Preserve, "native and unspoiled, not even
to be despoiled by a picnic table...."
Using the improperly obtained 1994 building permit, in 1995, without the
knowledge or permission of the Court or the California Attorney General
( please see attached exhibit 13 regarding involvement of California Attorney
General ), HAF management significantly violated, disfigured and despoiled
the Vietor residence by "remodeling" it, knocking out walls
and enclosing an outside sleeping porch in order to add a room, all to
shoehorn a staff of 12 people, "bull pen style", into the two
bedroom Vietor residence. Please see attached exhibit 7, Despoliation
Visuals.
In 1995, HAF cut down large redwood trees, a dogwood tree, a buckberry
tree and a madrone tree near the house, which had been part of the forest
and landscaping of architect John Yeon's design, and destroyed 80% of
John Yeon's "golf fairway" lawn landscaping ( which was excavated
six feet deep in the process ), in order to install a parking lot where
there had been long established, John Yeon 1941 era landscaping and forest.
The above actions by defendants HAF and Wells Fargo bank have destroyed
the ambience of the Nature Preserve by encouraging heavy "commercial"
( non-Nature Preserve ) vehicle use and pedestrian traffic in the very
heart of the public's "native and unspoiled" Nature Preserve,
in ways which are inconsistent with the preservation of the area as a
Nature Preserve and as the testatrix intended.
The overall effect of conduct by defendants HAF and Wells Fargo Bank has
been to cause substantial irreparable damage to the public's Nature Preserve
and Vietor residence, contrary to the zoning regulations, with an unwarranted
reduction in the public's right to full use and enjoyment of the Nature
Preserve and historical Vietor residence. This occurred, thanks to HAF's
dissembling, without an Environmental Impact Report ( EIR ), within the
sensitive California Coastal Zone area, and has been contrary to the California
Coastal Plan and California Environmental Quality Act ( CEQA ).
HAF's dissembled and "self created" mandate to build within
the public's Nature Preserve is further indication of HAF's post-1992
chicanery. Please see exhibit 14, pages 1-2 regarding details of 1992-1995
and 1998 despoliation; also exhibits 19-20. As is discussed below in section
2, HAF became trustee of the land in 1994 and persuaded Wells Fargo Bank
to fund HAF's activities with embargoed trust principal to "maintain"
( but actually despoil) the property, even though Vera's will mandated
that HAF was to have access only to income ( exhibit 1, page 6 at top
of page ). Please see attached exhibits 5 and 11 regarding invasion of
principal.
What "maintenance" is there for tall standing trees in a Nature
Preserve- HAF's and Wells Fargo Bank's actions and plans have made a mockery
out of the limitations and terms stated in Vera's will. At the same time,
HAF is putting its own self serving, expanding business operation interests
ahead of the interests of the true owners of the real estate, the public,
in being able to enjoy a completely "native and unspoiled" Nature
Preserve. HAF is currently insisting on building more office space within
the public Nature Preserve instead of simply moving or expanding their
office and entire operations outside of the Nature Preserve.
F. Change of trustee of the real estate
Crocker Bank was bought by Wells Fargo Bank ( WFB ) in mid 1994, with
WFB inheriting the trusteeship of the property ( the public's Nature Preserve
and residence). Plaintiffs allege that the post-1992 management of HAF
( after Mrs. Ellen Dusick had left), persuaded defendant Wells Fargo Bank
to resign as trustee of the real estate, in favor of HAF itself becoming
trustee.
After the first 20 years of operation of the trust ( 1974-1994 ), HAF,
a charitable foundation, took over the land trusteeship of the public's
Nature Preserve and Vietor residence from Wells Fargo Bank ( successor
to Crocker Bank ). On approximately 13 October, 1994 ( please see attached
exhibit 4 ), defendant Wells Fargo Bank, in violation of its fiduciary
duties to Vera and the public, petitioned Humboldt County Superior Court
to make this change.
HAF, as 1994 replacement, ( "interloper" ) trustee of the land,
had no "fiduciary" track record to act as trustee. What was
worse, HAF had already shown its intent to despoil the public Nature Preserve
and Vietor residence by HAF's "unilateral" building permit application
in early 1994, some months before becoming trustee of the public's Nature
Preserve and Vietor residence, with the clear intent to despoil what they
were becoming trustees of. This was as though Wells Fargo Bank has petitioned
the Court to "put the fox ( HAF ) in charge of the hen house"!
HAF's 1995 despoliation activities were carried out and funded by invading
Vera's trust principal. Wells Fargo Bank resigned as trustee of the public's
Nature Preserve in favor of a "replacement" trustee, HAF, which
was intent on despoiling the public's Nature preserve with invaded trust
principal, all in violation of the terms of Vera's will and trust. Defendant
Wells Fargo Bank is liable for the ensuing irreparable despoliation.
Despite this, Wells Fargo Bank's petition to allow HAF to become trustee
of the real estate was granted. ( Please see attached exhibit 4 ). This
constituted a breach of the terms of Vera's will and testamentary trust.
Exhibit 1 ( the 1972 will ) at page 5, in the last paragraph, stated that
Crocker Bank was to be the trustee. This also created a conflict of interest
between diametrically opposed land use for the public's Nature Preserve
on one hand, and expanding "commercial" activities of HAF on
the other hand. As of 7 December, 1994 ( exhibit 4 ), HAF, as interloper
land trustee, was the sole arbitrator on this issue, in a glaring conflict
of interest.
Plaintiffs request judicial notice of the December 7, 1994 order changing
the trusteeship of the real property from Wells Fargo Bank to HAF, Humboldt
County Superior Court case number 94PR0389. A copy of said document is
attached as ex. 4.
As of approximately 7 December, 1994, after HAF had taken over as trustee
of the public's Nature Preserve and Vietor residence ( exhibit 4 ), HAF's
actions constituted a conflict of interest in regard to the trustee's
obligation to safeguard the Vietor property and Vietor residence as a
public Nature Preserve. The will had specified that the Vietor 14.31 acre
property should be kept in its "native and unspoiled" condition,
"and all of it", and that not even a picnic table could be placed
in, or despoil, the Nature Preserve. Exhibit 1, page 6. Plaintiffs request
judicial notice of the testatrix's will which was filed in a petition
for probate in approximately June, 1972, in Humboldt County Superior Court
case number 19874 ( Estate of Vera P. Vietor ).
HAF was then ( in 1994, and continues to be ) an "ad hoc" organization,
with an unknown method of selection of its Board Of Directors, and with
no outside oversight, compared to a well established, seemingly reliable,
trust bank ( Crocker Bank ), which had been Vera's choice. HAF had no
experience, and a conflict of interest, in becoming and then acting as
trustee of this public Nature Preserve. Defendants HAF and Wells Fargo
Bank failed to carry out their fiduciary responsibilities as trustees,
to keep the land "native and unspoiled", and to safeguard the
architecturally significant Vietor residence. Instead, they did the opposite,
resulting in irreparable despoliation of the public treasures.
Starting in 1994 and continuing to the present time, HAF, with embargoed
or "invaded" funding from Wells Fargo Bank as trustee of the
principal, has pursued its own self serving interests to physically expand
the "commercial office" type operations within the public's
Nature Preserve, destroying it by cutting trees, paving over, and devastating
the architecturally and historically significant Vietor residence. Please
see attached exhibit 7, Despoliation Visuals, and exhibit 19 re: "Cost
Of Giving/Empire Building".
As is referred to above in section "1. 1994-1995 era damages",
as the new interloper trustee of the real estate, HAF ( commencing on
7 December, 1994, exhibit 4 ), violated its fiduciary responsibilities
to the public by dissembling to obtain a building permit without full
and proper disclosure. This led to significant, irreparable damage to
John Yeon designed landscaping, forest and the architecturally and historically
significant Vietor residence, all with improper use of Vera's trust principal,
which is prohibited by the terms of Vera's trust. This significantly damaged
the heart of the public 's Nature Preserve.
The above wrongful conduct was not enough or the end of HAF's machinations
to thwart the "letter and spirit" of Vera 's will and trust,
and to destroy public property. Please see attached exhibit 5.
But before we leave the 1992-1995 takeover by HAF via an illicit change
of the HAF Board to a Board which was not legitimately appointed, and
the 1994 bogus HAF volunteering to become the illicit land trustee, plaintiffs
want to address HAF's and WFB's often stated but dissembling assertion,
that it has all been approved by the Court. The facts tell a different
story:
1. 1992-1995 takeover by HAF and WFB. Post-1992 chicanery
which was not approved:
a. HAF made an illegal application to the Humboldt Planning Department
in 1994 which was based on misrepresentations and significant omissions
of information which HAF was obligated to disclose;
b. The Court was not advised in advance of the will and trust breaking
activity in the form of building and destroying landscaping;
c. The California Attorney General was not informed in advance of these
actions, and did not approve of them;
d. The invasion of principal to fund the construction or destruction activities
was not approved in advance by the Court or by the California Attorney
General. This was only tacitly whitewashed through the Court in 1999,
four years after the fact;
e. HAF's scrapping of the method of appointing the HAF Board by 1994,
if not earlier, was a breach of the terms of the will and trust, which
was not exposed to the Court or California Attorney General scrutiny.
This was surreptitiously and covertly done by HAF "in house".
f. Vera's heirs and the public, owners of the land intrust, were not informed,
and thus were denied their due process and equal protection of law rights,
as a result of HAF's and WFB's shenanigans starting in 1994;
g. Plaintiffs are informed and believe and thereon allege, based on IRS
form 990s, that HAF loaned $100,000.00 to Peter Pennekamp to help him
buy a house when he was being hired by HAF and moving to Humboldt County.
This is outside the scope of HAF's charitable operations, and further
evidence of abuse of the public's interests and breach of fiduciary responsibilities
by HAF.
2. Post-1994 legal chicanery which misled the Court:
The change of land trusteeship in 1994; the change to a "total return
policy" in 1996, indicating a continuation of invasion of trust principal;
and the 1999 building plan, which is being done with invaded Vietor Trust
principal, groundbreaking for which occurred during the first week of
July, 2001. Please see attached exhibit 8. Court orders for all of these
activities were obtained improperly, because the owners of the property,
the public, and Vera's heirs, were not informed or able to be present
in Court. They have been egregiously deprived of due process and equal
protection of the law.
It is time that these acts of chicanery on the part of HAF and WFB see
the light of day in Court. Otherwise the public is being unfairly deprived
of what Vera left to them and their progeny. The above list makes a mockery
of the rule of law.
G. Wrongful conduct from 1998 to present
By 1998, less that three years after HAF's 1995 "remodeling"
or "maintenance" irreparable damage ( administered with chain
saws, wrecking bars, bulldozers and paving machines ) which devastated
the public's Nature Preserve forest, John Yeon designed landscaping and
Vietor residence ( please see exhibit 7 ), defendant HAF furthered its
plans to despoil the Nature Preserve by applying for a second building
permit ( again without proper disclosures ) to obliterate 10% of the public's
Nature Preserve. The application was made, as before, with dissembler
post-1992 HAF not divulging to the Humboldt County Planning Department
the true nature of the 14.31 acre property as the public's Lynn Vietor
Nature Preserve ( in trust ). The completed project would attract the
wrong type of crowds into the Nature Preserve, with noise and disturbances,
and would destroy its "native and unspoiled" ambience.
HAF again resorted to dissembling, and misrepresented itself to the Humboldt
County Planning Department, which led the Department to process the permit
application as though HAF was a full, unhindered owner of private property,
without any restrictions on it.
HAF did not divulge that the proposed building site is within the public's
Lynn Vietor Nature Preserve. HAF did not disclose the fact that HAF itself,
the applicant for the building permit, was in the process of becoming
the trustee of a public Nature Preserve, held in trust, with HAF assuming
the solemn fiduciary responsibility to protect it for the public, "native
and unspoiled" ( exhibit 1, page 6, will of Vera Perrott Vietor),
instead of despoiling it, which has been the result of HAF's building
permit and construction activities.
Vera's heirs and the public ( as true owners of the trust property ) were
intentionally not informed of the 1998 Planning Department application
and 1999 Court proceedings by HAF and Wells Fargo Bank ( please see attached
exhibits 6, 9 and 14 ). This again is an intentional denial by HAF and
Wells Fargo Bank of "due process and equal protection of the law."
Vera's heirs only came to know of the 1998-1999 chicanery when HAF announced
on 10 June, 1999 their plans to further despoil the public's Nature Preserve.
Please see attached exhibit 3, HAF's 10 June, 1999 HAF press release.
The construction plan, which was held up from ground breaking from August,
1999 to July, 2001 by Vera's heirs' litigation, is to build a 4,000 square
foot ( ground floor "footprint" ) building and 65 stall paved
parking lot within the Nature Preserve, which will obliterate 1.4 acres,
or 10% of the public's Lynn Vietor Nature Preserve. Please see attached
exhibits 6, 8, 14 and 17 regarding the recently started construction project.
Spencer Engineering, HAF's engineers, specifically indicated in their
1998 site plans ( exhibit 8 ) that 15 small trees and a fir tree are to
be removed by the "construction footprint" within the approximately
1.4 acres involved. This is juxtaposed with HAF practicing the art of
dissembling by telling the Court in 1999 ( 25 August, 1999 declaration
of Executive Director, Humboldt County Superior Court case number 94PR0389;
exhibits 14-17 ) that "the building plan will in no way interfere
with the forest and meadows that Vera held dear" ( to be guarded
"native and unspoiled" as the public's Nature Preserve ). Does
dissembler HAF propose to suspend the "development" in mid air
with helium balloons-
Vera's heirs have had HAF and Wells Fargo Bank in Humboldt Superior Court
for much of the past two years ( case number 94PR0389 ), in order to stop
HAF's intended August, 1999 ground breaking and further despoliation of
the public's Nature Preserve. But despite the ensuing exposure of HAF's
egregious post-1992 "rethought mission" activities, defendants
HAF and WFB persist in their dissembling and intended plans to despoil
the public's Nature Preserve, while squandering invaded Vietor principal
funds in legal fees which Vera intended to produce income to fund charity.
In the interim, from August, 1999 to the year 2001, HAF's improperly obtained
1998 building permit expired, but was extended, over objection, by the
Humboldt County Planning Department on 18 January, 2001. Extension of
the building permit application was upheld on appeal to the Humboldt County
Board Of Supervisors on 27 March, 2001. This was over the protests of
Vera's heirs and members of the public.
Government authorities involved in this process ostensibly reasoned that
"nothing had changed" since the 1998 permit was originally granted,
and renewal of the permit was "just an extension of the 1998 approval."
( Exhibit 9 ). This despite exposure in 2001 hearings of facts that HAF
is guilty of egregious and cunning non-disclosure of the property's Nature
Preserve status and true ownership in public trust, and that the 1998
approval was thus based on flawed information, and was improper. HAF's
1998 building permit was improperly obtained by an egregious, intentional
lack of disclosure!
Said government entities chose to ignore the "now exposed" duplicitous
nature of HAF's prior building applications in 1994 and 1998, in which
HAF dissembled in order to disguise the fact that the banks and HAF were
at various times the trustee of real estate for the benefit of the public,
but were asking permission to destroy the public's Nature Preserve, in
violation of their solemn fiduciary responsibility to guard it in its
"native and unspoiled" condition.
In January, 2001 the Humboldt County Planning Department staff did seem
to belatedly deal with the trustee issue by quoting Webster's dictionary
definition of what a trustee is, but then subjectively stated that it
was Humboldt County Planning Department policy to accept and not question
trustees as having the right over property. Exhibit 9. However, dissembler
HAF has never acknowledged to the authorities that HAF is only the trustee
of the real estate for the benefit of the public.
In 2001, the Planning Department made a quasi-legal judgment about ownership
of the land, but ignored what is within their jurisdiction, "land
use". In order to rule on "land use", the Department should
know who owns the land, such as a public Nature Preserve which is held
in trust, not HAF masquerading as an unrestricted owner. Please see attached
exhibit 9.
The Humboldt County Planning Department skirted or ignored the objective
of the 2001 challenge to the building permit application, which is one
of a land use or abuse nature. The trustee ( HAF ) is improperly destroying
the public's property which is held in their trust, in order to support
their "rethought mission" and expanding Foundation", by
adding facilities for meetings and seminars.
However, the terms of Vera's will and trust do not allow such abuse of
the public's Nature Preserve and residence, in the form of expanded office
construction for any reason. These activities have all been brought about
by the post-1992 HAF mismanagement, with HAF becoming the bogus land trustee
in 1994. Please see attached exhibit 14, pages 1-2. This is why all of
HAF's activities should be moved completely out of the Vietor residence
and outside of the public's Nature Preserve. You can give away money and
hold meetings anywhere. You cannot move Mother Nature and the public's
14.31 acre Lynn Vietor Nature Preserve and Vietor residence.
Because of the misrepresentations in HAF's applications for building permits,
the Humboldt County Planning Department never required an Environmental
Impact Report ( EIR ) in either 1994 or 1998. Since when can anyone get
a permit to destroy a public Nature Preserve in the California Coastal
Zone without an EIR- Dissembler, post-1992 HAF did so only through chicanery.
What competent agency would issue an EIR recommending the destruction
of a public Nature Preserve- Not unless the California Environmental Quality
Act ( CEQA) and the California Coastal Plan have become mockeries.
Who owns the Indianola property ( Nature Preserve )- The Humboldt County
Planning Department took HAF at its word, and presumably never researched
to discover the true nature of the Vietors' Indianola property, which
was left in trust in 1972 as the public's Lynn Vietor Nature Preserve.
( Exhibit 2 ). HAF has egregiously admitted that the Lynn Vietor Nature
Preserve does exist in their self serving, public relations propaganda
( exhibit 3 ), although true to their dissembling nature, not to the Planning
Department.
HAF continues to falsely claim that it is in no way damaging the Nature
Preserve, even while they have been cutting or plan to cut redwood and
other trees, and have detailed plans to do further and more extensive
despoliation with the most recent (1998 permit ) construction project,
which is part of the object of this lawsuit. Ground was broken on said
construction project during the first week of July, 2001.
The attached exhibit 9 sheds light on the facts as presented to the Humboldt
County Planning Department in the 2001 HAF building permit extension appeal
process, but which were essentially ignored by the Planning Department
as being "legal or civil" questions outside their purview and
jurisdiction. The Planning Department says that their jurisdiction is
restricted to only land use. How about land abuse, in which a trustee
is permitted to destroy a public Nature Preserve which is held in trust
for the public- That is the current situation with defendants HAF and
Wells Fargo Bank, vs. the public's Nature Preserve and the Vietor residence.
Plaintiff John Perrott, as an heir of testatrix Vera Perrott Vietor, has
appealed the granting of the building permit to the California Coastal
Commission. Please see attached exhibit 9 re: Coastal Commission appeal.
This appeal was heard on 14 June, 2001 in Los Angeles, and denied.
HAF has no right to destroy the public's Nature Preserve for their own
self serving purposes, whether for a "rethought mission", to
"grow the Foundation", or for whatever reason, within the site
of Vera Perrott Vietor's gift to the community. Please see exhibit 14,
critique of declaration of Executive Director, regarding damage to the
public's Nature Preserve.
There is nothing wrong with HAF expanding. However, the expansion is a
fallout of HAF's post-1992 alleged "empire building". Please
see attached exhibit 19. This is not an excuse to despoil Vera's "Walden
style" gift of a Nature Preserve to the public.
It is egregious for HAF to dissemble and falsely claim that they have
to destroy or sacrifice the public's Nature Preserve in order to give
away money as the "Santa Claus" of the North Coast. Vera's gift
to the community has limitations on how it is to be used. The current
HAF management, as interloper land trustee starting in 1994, is exploiting
their "conflict of interest" position related to land use, and
is intentionally thwarting Vera's clear and unequivocal limitations regarding
use of the Nature Preserve and architecturally significant residence.
Therefore current HAF management should be removed as
land trustees, and HAF's entire operations should be moved completely
outside of the public's Nature Preserve.
Plaintiffs allege that Wells Fargo Bank is participating in these events
by breaching Vera's will and trust, and wrongfully disbursing principal
to HAF to be used for the building projects ( exhibits 5 and 11 ), in
addition to having improperly abandoned its fiduciary responsibilities
under the will as trustee of the Nature Preserve and residence ( circa
1994 ). This has contributed to the current land use and abuse conflict
of interest, and breach of will and trust situation: 1 ) Despoliation
of the public's Nature Preserve; and 2 ) Which is funded by use of embargoed
and invaded Vietor Trust principal.
In applying to the Court to expand in 1999 ( exhibit 6 ), HAF divulged
that they had, without prior Court approval, ( and thus also without the
California Attorney General's knowledge and approval ), invaded principal
for the 1995 "destruction." This was done with participation
of defendant Wells Fargo Bank as trustee of the principal, or liquid assets.
In 1999, HAF disclosed their prior actions to the probate Court, and asked
for Court approval to "invade principal" to continue with their
expansion plans in the public Nature Preserve. Please see attached exhibits
6 and 11 regarding HAF's 1999 Court petition and invasion of principal.
Thus in their 1999 petition to the Court ( exhibit 6 ), HAF asked for
and was given the right to again invade Vera's principal for their proposed
1999 building, with the same egregious "to maintain the property"
mantra, which would in effect obliterate 1.4 acres or 10% of the public's
Nature Preserve, and ruin the rest of it as far as "Nature Preserve"ambience
is concerned. This to the tune of $1.3 million of Vera's trust principal
( the contractor's construction bid at the time ), plus whatever other
costs can be "tacked on" as part of "property maintenance",
such as two years of significant HAF legal fees to thwart Vera's will
and destroy the public's Nature Preserve, with HAF's planned construction
( despoliation ).
This all amounts to an egregious double violation of the terms of Vera's
will and trust: A ) Destroying the public's Nature Preserve; B ) With
Vera's embargoed, invaded trust principal funding the travesty of destroying
public property. For these two "infractions", the remedy in
Vera's 1972 will is that "this trust shall terminate...." (
Exhibit 1, page 6, third paragraph ). Do wills and trusts have any validity-
Is there still a rule of law- Are Santa Claus HAF and Wells Fargo Bank
above the law-
HAF and WFB dissemble with the statements that "all these activities"
were approved by the Courts. This is not true. Vera' s heirs' claims in
the probate Court from August, 1999 to November, 2000 were dismissed on
the basis of lack of standing, and not on the merits, which were never
adjudicated. The 1999-2000 claims of Vera's heirs were dismissed on the
"very thin" technicality that the standing as "watchdogs",
which Vera intended for her heirs, had been lost through negligence of
Crocker Bank as trustee in the probate case dating back to 1974. At that
time, Crocker Bank was prejudiced by a conflict of interest, and a motive,
to avoid the forfeiture clause which is clearly stated in Vera's will.
HAF claims that in prior litigation, plaintiffs challenged the same things
which are raised in this class action case: 1. Expansion of HAF's headquarters;
2. The propriety of HAF being trustee of the land; and 3. Adoption and
use of the total return policy. Not all the plaintiffs were the same in
the 1999-2000 Court challenges, and those challenges were never tried
on the merits. HAF's and WFB's dissembling and strategy to "kill
Vera's messenger" took up the Court's time. The challenges of will
and trust breaching activities were never tried on the merits. Prior Court
approvals were improper because the Perrotts did not lose their standing
until 14 November, 2000. The public, as owners of the land, and Vera's
heirs, were intentionally denied their due process and equal protection
lf the law in the 1994 proceedings regarding change of trustee of the
land, in 1996 regarding the total return policy, and in 1999 regarding
the new building with invaded Vietor Trust principal.
In the current class action suit, HAF and WFB have claimed res judicata
at the hearing of 18 June, 2001. Vera's heirs tried for months, August,
1999 through November, 2000 ) to get a judicial review and adjudication
of the factual merits of their claims: basically the destruction of a
public Nature Preserve. In the end, the opposition "killed the messenger",
and prevented Vera's heirs from getting the merits of the case heard in
Court. HAF and WFB had blatantly breached Vera's will, despoiling the
"native and unspoiled" public Nature Preserve with invaded Vietor
Trust principal for funding. Also by the will and trust breaching post-1992
HAF changes of the method of appointing the Board, and by HAF becoming
the bogus land trustee in 1994.
This class action suit is an effort to have the light of day of justice
on these material facts, which HAF and WFB have avoided in the past with
their "kill the messenger strategy", based on standing. The
public still wants and deserves to have a trial on the merits, which has
yet to happen. This is not a case of res judicata.
Vera's heirs took HAF and WFB to Court in August, 1999 to keep them from
further despoiling the Nature Preserve with the new building, despoiling
10% of the 14.31 acres, funded 100% with embargoed, invaded Vietor Trust
principal. HAF's and WFB's strategy was to prevent the case from going
to trial. Without a trial, the issue of despoliation of the Nature Preserve
was never adjudicated by the Court. No discovery or depositions were taken,
because they were not allowed. Now HAF and WFB claim res judicata as if
the merits of the case had been ruled on. This is more of the "kill
the messenger" strategy designed to prevent a trial.
HAF and WFB claim that as a charitable foundation, only the Attorney General
can question them in Court. Not the public, as owners of the Nature Preserve
which is being destroyed. The current class action suit attacks HAF not
as a charitable organization, but rather in HAF's bogus capacity as the
post-1994 interloper land trustee of the public's Nature Preserve. HAF
should not be able to hide behind its Santa Claus cloak as a charitable
foundation, to avoid answering to the public for wanton destruction of
public property, as a bogus land trustee. Their defense on these issues
is specious.
HAF claims that it obtained Court approval for its appointment as trustee
of the trust. This is not correct. HAF on 7 December, 1994 became only
the bogus trustee of the land, the 14.31 acres at Indianola. HAF did not
become trustee of the liquid assets of the trust, which remain with WFB.
As to the improper act of HAF volunteering to become trustee of the land
in 1994, this was a breach of the terms of Vera's will and trust, contrary
to the legal principles of merger of equitable and legal ownership interests,
and created a glaring conflict of interest which should never have been
allowed to happen. This amounted to dereliction of duty by WFB, the probate
Court and the California Attorney General.
How could the Court allow HAF, which had applied for building permit to
despoil the Nature Preserve in February, 1994, become the trustee of the
land 10 months later, and then allow HAF in early 1995 to destroy the
Nature Preserve which HAF had a duty to protect in its "native and
unspoiled" condition- This happened because HAF denied the public,
as the true owners, and Vera's heirs, notice and opportunity to be heard
on this matter.
Vera's will showed what was important to her. Her will stated that if
the letter or spirit of her will were ever beached, "this trust SHALL
terminate" and vest in her heirs. This is very clear, with no equivocation.
The public Nature Preserve was Vera' s most urgent and heartfelt preoccupation
in drafting her "death bed" will.
HAF has egregiously claimed that their actions have not breached the conditions
of the will. This is another specious defense. Vera's will states that
adding a picnic table breached her will and trust. How does destroying
1.4 acres of the public's Nature Preserve with invaded Vietor Trust principal
NOT breach the will- This is doublespeak. This situation is due to HAF's
post-1992 chicanery, in which HAF misled the probate Court with false
interpretations of Vera's will. Vera's will is still in force, and it
clearly outlaws HAF's post-1992 transgressions. Where is the rule of law-
HAF claims that the current class action complaint revisits the same issues
as the 1999-2000 litigation. The relief sought by the class members' complaints
is similar to the relief sought ( but never achieved ) in the prior litigation.
However, the plaintiffs are not all the same, and no trial was ever held
in the prior case. HAF and WFB "attacked the messenger" ( Vera's
heirs) in the prior case, and took away the "messengers ' "
standing, in order to avoid facing a trial on the breach of will and trust
issues.
HAF claims that plaintiffs in the current class action case lack standing
and are prohibited from maintaining the class action under charitable
trust laws. The current class members are simply trying to stop destruction
of a public Nature Preserve. The culprit is the bogus land trustee, HAF.
HAF is being attacked as an improper, trust breaching land trustee, and
not as a charity. This should not be limited by laws of charitable trusts.
This case has to do with illegal destruction of public property. HAF should
not be allowed to hide behind their charitable facade and destroy the
public's Nature Preserve, or to claim to be Dr. Jekyll when they are acting
as Mr. Hyde.
HAF claims to be the only trust beneficiary, which is not true. The public
is the beneficiary of Vera's property, which is held intrust. HAF is beneficiary
only of the income of the liquid assets from the Vietor Trust principal,
which is administered by WFB. HAF is trying to muddy the water over the
clear distinction between charitable money and public land, in order to
cover up their chicanery. This is a very important basic distinction.
HAF claims that it is the only beneficiary of the charitable trust. This
may be a true statement. However, plaintiff class members are challenging
the bogus land trustee version of HAF which is destroying the Nature Preserve.
If that is also HAF, the charity, they should not be immune to challenge
because they also run a charity from the Nature Preserve land. A very
different situation.
HAF claims that expansion of its headquarters using trust funds, appointment
as trustee of the land and adoption of the total return policy are all
proper under Vera's will, and that each issue has been adjudicated in
HAF's favor. The items listed are all breaches of the terms of Vera's
will and trust, which were improperly approved by the probate Court without
notice to Vera's heirs or to the public.
Between August, 1999 and November, 2000, when Vera's heirs
were parties to the probate case, these issues were NOT adjudicated in
Courts. No trial was held on the merits, while HAF and WFB engaged in
the strategy to "kill the messenger" and to deprive Vera's "watchdogs"
( heirs ) of standing.
HAF has claimed that Vera created and funded HAF, and devised the remainder
of her estate, which included the land, to HAF. This is not true, and
is not supported by a reading of Vera's simple will on this issue. Exhibit
1, pages 5-6. The real property was left in trust for the public, not
HAF. From 1972, HAF only had the use of the Vietor residence, but did
not own it, and could not abuse and destroy it architecturally as they
have done post-1992. HAF was never given the rest of the 14.31 acre Vietor
land. Crocker Bank was the original trustee, with the duty to keep the
property "native and unspoiled" for the public, the property's
true owners. Crocker could not have sold the property, because they did
not own it. HAF should never have been allowed to become the land trustee
in a conflict of interest situation in 1994. HAF has no more rights over
the property than Crocker did. HAF has fiduciary responsibilities, and
cannot sell the property. Since HAF does not have the right to sell the
public's property, they cannot have the right to destroy it!
HAF has claimed that the trust is to benefit all residents of Humboldt
County. HAF implies that they are a Santa Claus which gives grants to
each and every citizen, and they ignore the existence of the Nature Preserve.
HAF is moonlighting as the improper trustee of public land, which is held
in trust. It is of no benefit to the North Coast for the bogus land trustee
to destroy the public's Nature Preserve and architecturally significant
Vietor residence. The charitable HAF, as an improper land trustee, does
not have the right to destroy the Lynn Vietor Nature Preserve, which Vera
left in trust for the public.
HAF claims that they are the sole beneficiary of the trust property. HAF
was to receive only income from the Vietor Trust principal. It was clearly
Vera's intent that the public be the owners in trust of the property.
HAF claims that based on prior Court rulings, not only did Vera's heirs
lose standing, but the public has been stripped of their beneficial ownership
interest in the Nature Preserve. This is an absurd interpretation of Vera's
will, which clearly stated that the land was to be held in trust. HAF
should not be allowed to steal this treasure from the public. HAF has
demonstrated time and again that they cannot be trusted to care for the
Nature Preserve.
HAF has dissembled that their charitable activities are indispensable
to the North Coast, and they are obliged to expand their headquarters
and offices in the Nature Preserve. This is an incorrect opinion about
the need to expand and why it does not breach the terms of the will and
trust. The post-1992 HAF has a self serving goal to expand its operations.
This is part of its rethought mission. HAF management has created this
need, and the Nature Preserve should not be made to suffer for HAF's on
site expansion. Let them expand elsewhere.
If HAF had stayed with plain vanilla grant making as in the first 20 years,
HAF could still fit in the Vietor residence. The California Community
Fund (CCF ) is one of 1.2 million charitable organizations nationwide
( www.calfund.org ). CCF is fourth
nationally in the amount of annual gifts, ( currently approximately $100
million annually ), 14th in principal assets. CCF is listed as one of
the ten best of 1.2 million such organizations, by knowledgeable authorities.
In the most recent year, CCF gave away $100 million with 40 employees.
That's one employee to give away $2.5 million. $2.5 million is about the
total of what HAF gives annually in recent years. Why does the post-1995
HAF need 12 people shoehorned into the Vietor residence, which was designed
for two people, increasing to 21 people with the new building- Based on
CCF efficiency, with 21 people, HAF would have the capacity to give away
$50 million per year. Who is HAF kidding- Please see more on this issue
in attached exhibit 19.
If HAF wants to expand or has to expand, they could have done it without
breaching the terms of the will and trust by simply relocating off site.
You do not have to breach a will and trust, and pave over and destroy
a public Nature Preserve, to give away money. This is egregious mismanagement
of the public' s Nature Preserve.
HAF has argued that the probate Court approved the 1999 building plan
and authorized the expenditure of trust funds. This order was obtained
improperly because Vera's heirs and the public were not given notice of
the proposal, and were not given the opportunity to have their objections
heard. The probate Court overlooked HAF's glaring conflict of interest.
HAF was the bogus land trustee, with a fiduciary responsibility to safeguard
the Nature Preserve and Vietor residence. Instead of fulfilling its fiduciary
responsibilities to the public, HAF self servingly made preparations to
destroy the public property with invaded Vietor Trust principal . All
of these steps were violations of the terms of Vera's will and trust.
HAF's Court petition was egregiously specious, reinventing Vera and her
will to accommodate HAF's and WFB's chicanery. Please see attached exhibit
1, will; exhibit 6, 1999 HAF Petition; exhibit 14, critique of Mr. Pennekamp's
August, 1999 declaration; exhibit 15, Mr. Pennekamp's declaration; exhibit
16, egregious assertion by Probate Court that Mr. Pennekamp's declaration
was uncontested; exhibit 17, declarations by six individuals, including
Vera's nieces and nephews, who knew Vera at Indianola collectively for
170 years, and who challenged the declaration of Mr. Pennekamp.
The class action suit is an opportunity for the plaintiffs and for the
Court to cure the post-1992 ills of HAF going "off track" and
destroying the public's Nature Preserve. If Vera's will is not to be a
mockery and if there is a rule of law, this case should be heard by this
Court.
V. Overview of remedies sought:
Plaintiffs seek to stop defendants HAF and Wells Fargo Bank from further
destroying the public's 14.31 acre Lynn Vietor Nature Preserve and architecturally
significant Vietor residence. The site is within the California Coastal
Zone, between Arcata and Eureka. Please see maps in attached exhibit 8.
The proposed construction project ( which is based on a flawed 1998 building
permit, exhibit 9 ), is in violation of the 1972 will of Vera Perrott
Vietor ( Vera ), creator of the public's Nature Preserve, as well as being
contrary to the "letter and spirit" of the California Coastal
Plan which was voted into law by the California public as proposition
20, in 1972 ( fortuitously the same year in which Vera created the public
Nature Preserve). The planned construction ( despoliation ) further is
in conflict with the 1960's National Environmental Management Act ( NEMA
) and the ensuing California Environmental Quality Act ( CEQA ).
Plaintiffs acknowledge that HAF is entitled to continue its grant making
and charitable activities. However, post-1992 HAF has resorted to dissembling
to cover up for intentional and egregious breaches of Vera's will, and
despoiled the public's Nature Preserve in 1995 with embargoed trust principal.
In early July, 2001, HAF broke ground to further despoil the public's
Nature Preserve with a new 4,000 square foot building and 65 stall paved
parking lot. Please see attached exhibit 8. Therefore the Court should
make a determination that HAF has forfeited its right to further use and
abuse Vera's residence and the public's Nature Preserve.
HAF should therefore be required to relocate its entire office operations
outside of the public's Nature Preserve. It is also necessary for HAF's
office operations to move off site in order for others to repair and restore
the damage which HAF has done to the public's architecturally and historically
significant Vietor residence, and Nature Preserve.
HAF should now be replaced as trustee of the land. Plaintiffs seek appointment
of a new, bona fide trustee of the Nature Preserve and residence, such
as Humboldt State University ( or equivalent ), and the University Of
Oregon School Of Architecture ( or equivalent ), in order to repair damages
which have been caused by the current trustees.
The historically and architecturally significant Vietor residence and
landscaping should be restored to their previous condition ( pre-1995
HAF despoliation ), with a view toward application for a National Heritage
Site or equivalent registration. This will protect the "public treasure"
for humanity and posterity, as intended in Vera's will. Such a result
will be a significant benefit to the community, and will be consistent
with the "letter and spirit" of the California Coastal Plan,
more specifically the HUMBOLDT COUNTY GENERAL PLAN, Volume II, HUMBOLDT
BAY AREA PLAN Of The Humboldt County Local Coastal Plan. Please see attached
exhibit 9.
The replacement trustee of the 14.31 acre Vietor real estate should be
chosen with qualifications in order to maintain and operate the property
as a public Nature Preserve, such as Humboldt State University ( or equivalent
), with the support of the University Of Oregon School Of Architecture,
center of the study of architect John Yeon's works ( exhibit 10 ). The
University Of Oregon School Of Architecture is interested in participating
in this restoration effort. The faculty and staff at said University,
and their "hands on" designees, are experts in "historical-architectural"
renovation and the "historical site" application process. Another
"fox" ( trustee ) guarding the hen house must be avoided.
As a result of Wells Fargo Bank's breach of the terms of the will and
trust of the testatrix Vera Perrott Vietor, said defendant should be ordered
to repay to the new trustee of the land:
1 ) All post-1994 invaded principal which was improperly funded to HAF
to "maintain" ( actually despoil ) the Nature Preserve property
and residence;
2 ) All post-1995 invaded principal under the "total return"
policy; and
3 ) The actual future costs to repair and restore the residence, landscaping
and Nature Preserve to their pre-1995 condition, as per plans and designs
by experts at the University Of Oregon School Of Architecture ( or equal
), and/or by their designated "hands on"restoration architects,
such as William Hawkins, Portland Architect. Please see resume attached
within exhibit 10.
Plaintiffs seek to enable the new trustee of the land to work with the
University Of Oregon School Of Architecture ( which is the center of study
of works of architect John Yeon, who designed the Vietor residence and
landscaping ), or their designee, to establish the specifications and
scope for, and then to direct and supervise renovation of the residence,
associated landscaping and 14.31 acre Nature Preserve to the condition
they were in before being despoiled by HAF in their 1995 "expansion".
This is a mandatory first step, and will increase the feasibility of making
a successful application for National Heritage Site status ( or equivalent
), in line with the "letter and spirit" of the California Coastal
Plan ( please see attached exhibit 9 ), and the intent of Vera's 1972
will.
Wherefore, plaintiffs pray for judgment as follows:
1. Issuance of a temporary restraining order, preliminary injunction and
permanent injunction, prohibiting defendants HAF and Wells Fargo Bank
from proceeding with construction and any further cutting of trees, bushes
or foliage within the public's Nature Preserve, or further despoiling
of the Vietor residence;
2. A judgment removing HAF as trustee of the 14.31 acre real estate, and
appointment of a new trustee such as Humboldt State University or equivalent,
who is qualified to act, and who will abide by their fiduciary responsibility
to protect the public's Nature Preserve and architecturally significant
Vietor residence;
3. A judgment stating that as a result of the egregious post 1992 breaches
of the will and trust of Vera Perrott Vietor by HAF, said Foundation has
forfeited the further use of the Vietor residence, and must relocate their
entire organization completely outside of the public's Nature Preserve,
in order to resolve the breach of trust and conflict over land use between
HAF and the Nature Preserve; further, that HAF must relocate in not less
than six months, in order to let the new trustees renovate HAF's post-1992
despoliation which was inflicted on the public's treasures;
4. A judgment directing the new trustee of the real estate to arrange
with the University Of Oregon School Of Architecture, or equal, for repair
and renovations of the residence and landscaping to their pre 1995 status,
in order to complete said repairs and renovations;
5. For recovery of monetary damages caused by or attributed to Wells Fargo
Bank for fiduciary negligence, as follows:
A ) Recovery of all funds distributed to HAF by wrongfully invading principal
of the trust after 1994 in order to "maintain" ( but actually
despoil ) the public's Nature Preserve;
B ) Recovery of all principal funds distributed to HAF by wrongfully invading
principal post-1995 for HAF's "total return policy";
C ) The future, actual cost to restore the residence, landscaping and
public Nature Preserve to their previous, pre-1995 condition, with all
of the above amounts ( A-C ) to be paid in trust to the new trustee of
the real estate for purposes of repairing, restoring, maintaining and
operating the Nature Preserve and residence in their pre-1995 status for
their owners, the North Coast public;
6. That interest will be added to the total amount of damages owed by
defendant Wells Fargo Bank in sections A-C above, pursuant to Probate
Code section 16440, as a result of said defendant's breach of the terms
of the will and trust, fiduciary mismanagement and abandonment;
7. That the total amount of damages owed by defendant Wells Fargo Bank
will be doubled pursuant to Probate Code section 16249, as a result of
their bad faith participation in misappropriation of principal of the
trust of Vera Perrott Vietor, and abandonment of fiduciary land trustee
responsibilities in 1994;
8. A judgment that defendants HAF and Wells Fargo Bank are immediately
prohibited from invading or spending any further Vietor trust principal,
on the grounds that said actions are contrary to the terms of the trust
and are contrary to the interests of the public in the trust;
9. A judgment that defendants HAF and Wells Fargo Bank are immediately
prohibited from further applying the "total return policy" in
relation to the Vietor trust, on the ground that said policy is a euphemism
for "invasion of principal", and is not authorized by the will
of the testatrix, who instead clearly stated that " the income, but
not the principal... shall be paid to the HUMBOLDT AREA FOUNDATION...."
( exhibit 1 at page 6, top of page);
10. A judgment that all present members of the HAF Board Of Directors
are to be immediately removed and replaced;
11. A judgment that defendant HAF is required to return to and or to follow
the method of appointing members of the board of directors ( formerly
Board Of Governors, seven vs. currently nine people ) as originally adopted
by HAF ( Crocker Bank) in 1972, or as lawfully modified with approval
of the Court and the California Attorney General, and that said procedure
shall be disclosed to and transparent to the public; that the 7 person
Board shall include a member of the Perrott family, to be appointed by
the Superior Court, to give oversight and better assurance that HAF's
relocated charitable activities will be operated within the "letter
and spirit" of Vera's 1972 will, and in the public interest;
12. A judgment that plaintiffs are appointed to represent and to protect
the interests of the public regarding the Lynn Vietor Nature Preserve
and Humboldt Area Foundation, instead and in place of the California Attorney
General;
13. For payment by Wells Fargo bank of plaintiffs' attorney fees and other
costs, as a result of plaintiffs' Good Samaritan efforts since August,
1999 for the protection of important public interests and property;
14. For costs of suit;
15. For such other and further relief as the Court may deem proper.
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Dated 1 August, 2001. Law Office Of Joseph C. Paladin
By: John Paladin, attorney for plaintiffs
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