PRSRT STD US POSTAGE PAID PERMIT# 59 OKLA CITY OK JUNE 2014 Vol. 46, No. 6 A Publication of the OKLAHOMA COUNTY BAR ASSOCIATION WWW.OKCBAR.ORG Workshop: A Huge Success! Family Estate and Financial Planning in 90 Minutes Page 8 A Challenge for Inns and Others Ruth Bader Ginsburg Inn Challenges for Music and Art Page 7 Inside On May 13, 2014, the Oklahoma City Commercial Attorney’s Association (OCCAA) hosted its annual Judicial Appreciation dinner. Judges Don Deason, Patricia Parrish, Tom Prince, Roger Stuart and Don Andrews were among those in attendance. The OCCAA began in 1994. Its goal is to provide relevant Continuing Legal Education to attorneys involved in contract, bankruptcy and col- lection practices. Speakers present topics at the meetings on various legal issues. Subjects have included digital signatures, creditors’ rights in bankruptcy, social security claims, and appellate practice. Speakers have been officials from the Oklahoma Bar Association, Referees from the Supreme Court, staff from the Administrative Office of the Courts, group members and private attorneys. Members receive 1 to 1.5 hours of CLE for attending in addition to a meal and networking opportunities. Regular meet- ings occur on the second Tuesday of each month. Meetings are held January-May and September-December. More infor- mation can be obtained by visiting www.OCCAA.Teamr.com or emailing to [email protected]. President Richard Winblad said, “We are pleased to provide relevant materials and opportunities to earn CLE credits. Presenters earn 6-9 hours of teaching credits. The $90 annual membership fee includes meals.” Commercial Lawyers Dinner - CLE From The President . . . . . . . . . . .2 OCBA Night at the RedHawks . . . .2 And the Court Said . . . . . . . . . . .4 Sign Up for OCBA Committees . . .5 Events and Seminars . . . . . . . . .5 iBar Definitive Playlists . . . . . . . .6 Bar Observer . . . . . . . . . . . . . .11 Old News . . . . . . . . . . . . . . . .11 Stump Roscoe . . . . . . . . . . . . .12 Civility in Briefing. . . . . . . . . . .13 Work Life Balance. . . . . . . . . . .13 Book Notes. . . . . . . . . . . . . . . .15 President-Elect Jim Webb, serving as Chair of this year’s Nominations & Election Committee, has announced the slate of candidates approved by the Board of Directors. Ballots will be mailed the first week in July and should be returned no later than July 31, 2014. Election results will be announced in August and elected officials will take office September 1, 2014. The candidates and their qualifica- tions are listed below: PRESIDENT-ELECT Angela Ailles Bahm Ailles and Associates, Employees of the Corporate Law Department of State Farm Mutual Automobile Insurance Company J.D. – University of Oklahoma 1986. OCBA activities include: Work Life Balance Committee 2003-2010; Bench & Bar Committee 2009-Present, Chair 2011; Board of Directors 2010-2014 Lawyers for Learning; Law Related Education; OCBA Delegate. OBA activities include: Professional Responsibility Commission since 2011; Women in Law since 2007; Civil Procedure Committee since 2007; Ethics Commission 1998-2005; Insurance Section since 1996, Chair 1997. VICE PRESIDENT The Honorable Barbara Swinton District Judge for the Oklahoma County District Court J.D. – University of Oklahoma 1982-83, Georgia State University 1991. OCBA activities include: Board of Directors; Bench & Bar Committee; YLD Chili Cook-Off Judge; Work Life Balance Committee; Law Day Committee. OBA activities include: Bench & Bar Committee, Chair & Co-Chair; Professionalism Committee; Family Law Committee. ABA activities include: Member. LAW LIBRARY TRUSTEE Matt Blue Coleman Law Office. J.D. – Oklahoma City University 2003. OCBA activities include: Young Lawyers Division Board, 2010-2013, Social/Athletic Chairman 2011-2013; Awards Committee 2013-2014. OCBA Officer & Director Candidates Announced for 2014-2015 Elections Angela Ailles Bahm The Honorable Barbara Swinton Matt Blue See CANDIDATES, PAGE 3 Time to Get Ready for the “Back To School Bash” at Family Junction Believe it or not – August 4 is the first day of classes for Oklahoma City Public Schools. That means it is time for the resi- dents of the Family Junction to get their backpacks filled and their back-to-school clothes ready to go. Family Junction is a 24-hour, 16- bed residential facility for 12-17 year olds who need a short-term home for reasons beyond their control. Most of these teens come to the shelter with nothing, includ- ing items necessary to allow them to return to school ready to learn. The Community Service Committee will begin collecting school supplies such as #2 pencils, pens, rulers, markers, highlighters, paper or spiral notebooks (college- ruled), three-ring binders, combi- nation locks, and backpacks. Monetary donations will be used to allow the students to purchase a new outfit and/or athletic shoes for school. Donations should be deliv- ered by July 18 to the Oklahoma County Bar Offices. A “Back To School Bash” will be held at the shelter on July 22 and will include a picnic and probably some bas- ketball time for members of the committee. Most of you have had the expe- rience of getting kids ready to return to school and Family Junction has 16 such kids who really need the help from the OCBA. So, please continue your generosity this year! — A Big Thanks from the Community Service Committee
16
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PRSRT STDUS POSTAGE
PAIDPERMIT# 59
OKLA CITY OK
JUNE 2014 Vol. 46, No. 6 A P u b l i c a t i o n o f t h e O K L A H O M A C O U N T Y B A R A S S O C I A T I O N WWW.OKCBAR.ORG
Workshop: AHuge Success!Family Estate and FinancialPlanning in 90 Minutes
Page 8
A Challenge forInns and OthersRuth Bader Ginsburg InnChallenges for Music and Art
Ailles andAssociates, Employeesof the Corporate LawDepartment of StateFarm MutualAutomobile InsuranceCompany
J.D. – University of
Oklahoma 1986.
OCBA activities include: Work Life
Balance Committee 2003-2010; Bench &
Bar Committee 2009-Present, Chair 2011;
Board of Directors 2010-2014 Lawyers
for Learning; Law Related Education;
OCBA Delegate. OBA activities include:
Professional Responsibility Commission
since 2011; Women in Law since 2007;
Civil Procedure Committee since 2007;
Ethics Commission 1998-2005; Insurance
Section since 1996, Chair 1997.
VICE PRESIDENT
The Honorable
Barbara Swinton
District Judge forthe Oklahoma CountyDistrict Court
J.D. – University of
Oklahoma 1982-83,
Georgia State
University 1991.
OCBA activities
include: Board of
Directors; Bench & Bar Committee; YLD
Chili Cook-Off Judge; Work Life Balance
Committee; Law Day Committee. OBA
activities include: Bench & Bar
Committee, Chair & Co-Chair;
Professionalism Committee; Family Law
Committee. ABA activities include:
Member.
LAW LIBRARY TRUSTEE
Matt Blue
Coleman LawOffice.
J.D. – Oklahoma
City University 2003.
OCBA activities
include: Young
Lawyers Division
Board, 2010-2013,
Social/Athletic
Chairman 2011-2013;
Awards Committee 2013-2014.
OCBA Officer & Director Candidates Announced for
2014-2015 Elections
Angela Ailles BahmThe Honorable
Barbara Swinton
Matt Blue
See CANDIDATES, PAGE 3
Time to GetReady for the “Back To
School Bash”at Family Junction
Believe it or not – August 4 isthe first day of classes forOklahoma City Public Schools.That means it is time for the resi-dents of the Family Junction to gettheir backpacks filled and theirback-to-school clothes ready to go.Family Junction is a 24-hour, 16-bed residential facility for 12-17year olds who need a short-termhome for reasons beyond theircontrol. Most of these teens cometo the shelter with nothing, includ-ing items necessary to allow themto return to school ready to learn.
The Community ServiceCommittee will begin collectingschool supplies such as #2 pencils,pens, rulers, markers, highlighters,paper or spiral notebooks (college-ruled), three-ring binders, combi-nation locks, and backpacks.Monetary donations will be usedto allow the students to purchase anew outfit and/or athletic shoes forschool. Donations should be deliv-ered by July 18 to the OklahomaCounty Bar Offices. A “Back ToSchool Bash” will be held at theshelter on July 22 and will includea picnic and probably some bas-ketball time for members of thecommittee.
Most of you have had the expe-rience of getting kids ready toreturn to school and FamilyJunction has 16 such kids whoreally need the help from theOCBA. So, please continue yourgenerosity this year!
— A Big Thanks from the
Community Service Committee
2 BRIEFCASE • June 2014
By Judge Patricia Parrish
OCBA President
My niece, April, was a victim of
domestic violence. She was murdered by
her husband in 2002. She was 27 years
old.
In 2011, Oklahoma
was ranked third in the
nation for women killed
by men in domestic
abuse situations. The sta-
tistics are staggering. We
tend to quickly read them
and then quickly forget
them unless we or some-
one we love is a part of
the statistic.
• One in four women
will experience
domestic violence in
their lifetime.
• An estimated 1.3 million women are
victims of physical assault by an inti-
mate partner each year.
• Females are historically victimized
by someone they know.
• Most cases of domestic violence are
never reported to the police.
• Almost one-third of all female homi-
cide victims are killed by an intimate
partner.
Senator Dianne
Feinstein once said,
“Domestic violence
causes more pain than
the visible marks of
bruises and scars.” The
emotional scars left by
domestic abuse run deep
for the victims and those
who know and love the
victims. In the majority
of domestic violence
incidents, family mem-
bers, friends and/or law
enforcement know of
ongoing domestic abuse prior to a homi-
cide occurring. Family members are
often plagued by thoughts of what signs
were missed and what could have been
done to prevent the violence.
The OCBA Lawyers Against Domestic
Abuse Committee is committed to edu-
cating the public about the signs of
domestic abuse so that lingering thoughts
of “What could I have done?” exist no
more. The Committee is currently work-
ing on a brochure entitled A DomesticViolence Victim’s Guide to Obtain anAttorney and is planning a CLE seminar
entitled Everything You Didn’t Knowabout Domestic Abuse. The next opportu-
nity to learn more about domestic abuse
will be during the Domestic and SexualViolence and Stalking PartnershipConference on September 24-25, 2014, at
the Embassy Suites Hotel and
Conference Center in Norman,
Oklahoma, sponsored by the Oklahoma
Attorney General’s office.
If you are interested in becoming a
member of the OCBA Lawyers Against
Domestic Abuse Committee, please con-
tact the OCBA at 405-236-8421.
What Could I Have Done?Helping Victims of Domestic Violence
Judge Patricia Parrish
BRIEFCASEJune 2014
Briefcase is a monthly publication of theOklahoma County Bar Association
119 North Robinson Ave.Oklahoma City, OK 73102
(405) 236-8421
Briefcase Committee
Judge Jim Croy, Jim Drummond, Michael
Duggan, Justin Hiersche, Scott Jones, Matt
Kane, Teresa Rendon, Bill Sullivan, Rex Travis,
Alisa White, Chris Deason, Judge Don Deason
and Judge Allen Welch.
Editor Judge Geary L. Walke
Contributing Editors Dean Lawrence Hellman
Richard Goralawicz
Bill Gorden
Warren Jones
Oklahoma County Bar Association
OFFICERS:
President Judge Patricia Parrish
President-Elect Jim Webb
Vice President Angela Ailles Bahm
Past President John Heatly
Treasurer Robert D. Nelon
Bar Counsel Brandon Long
STAFF:
Executive Director Debbie Gorden
Legal Placement Director Pam Bennett
Membership Services Connie Resar
Journal Record Publishing Co. Inc.
Publisher Mary Mélon
Director of Salesand Community Relations Sunny Cearley
Art Director Gary L. Berger
Creative Services Tiffany English
Velvet Rogers
Sarah Williams
Advertising Acct Exec Jessica Misun
For advertising information,
call 278-2820.
Postmaster: Send address changes to OCBA
Briefcase, 119 North Robinson Ave., Oklahoma
City, Oklahoma 73102.
Journal Record Publishing produces the Briefcasefor the Oklahoma County Bar Association, which is
“By the Court: Here is the situationabout it. I would love to make an orderallowing him to appeal at the expense ofthe county; but the county is broke anddon’t have any money; and it don't looklike we can get enough to hold courtwith. If I made an order in this case, I
would have to make an order to appealall of them; and we can’t do it as much asI would like to do it; therefore, the appli-cation will be denied. I feel sorry for Mr.Wooten and would like to see him appealthe case; but I can’t see my way clear todo it.
By Mr. Boner: The defendant exceptsand gives notice of appeal to theCriminal Court of Appeals.
By the Court: Exception allowed.”It is further shown that the plaintiff in
error gave notice to the county attorney
that on the 24th day of June, 1939, he
would apply to this court for an order
requiring the court reporter of the district
court of Bryan county, Okla., to furnish
the record at the expense of the county.
No appearance was made by the coun-
ty attorney, and the case was submitted
upon the application of the plaintiff in
error, the defendant in the lower court,
and his proof in support of the same.
Section 3823, O. S. 1931, 20 Okla. St.
Ann. § 111, in part is as follows:
“Provided, however, that if, before a
transcript of the notes is ordered on
application of the defendant or his attor-
ney, the defendant shall present to the
judge his affidavit that he intends in good
faith to take an appeal in the case and that
such transcript is necessary to enable him
to prosecute the appeal, and that the
defendant has not the means to pay for
the same, the court may, at its discretion,
order the transcript made at the expense
of the county.” . . . .
It is ordered that the official court
reporter of the district court of Bryan
county, Okla., prepare the case-made in
the above numbered and entitled case at
the expense of Bryan County, Okla., and
furnish the same free of charge to Alvin
Wooten, plaintiff in error, herein referred
to.
June 2, 1964
Fifty Years Ago
[Excerpted from Cunningham v. Pratt,1964 OK 124, 392 P.2d 725.]
Reap the Benefits!Coming in your mail soon – the first
week in July – will be your opportunity
to elect officers, delegates, renew your
membership and sign-up for commit-tees!
The OCBA has twelve active commit-
tees, two sections and an outstanding
YLD Division. To make it easier this year
we’ve added the Committee Preference
to the bottom of the membership renewal
forms. If you are with a firm that is mas-
ter billed, then you will receive the
Committee Preference Card. Either way,
sign up for one, two or three of the fol-
lowing committees, sections or division:
Awards Committee — This commit-
tee is responsible for the OCBA Award
nominations, the OBA Award nomina-
tions and the Leadership in Law Awards.
Chair – Judge Patricia Parrish
Bench & Bar Committee — Working
to improve relations between the bench
and the bar, this committee takes on proj-
ects to assist both the bench and bar. In
2014-15, it is time to plan another Bench
& Bar Conference at Quartz Mountain.
Chair – Michael Chitwood
Briefcase Committee — This commit-
tee is responsible for the monthly publi-
cation Briefcase. They recruit articles,
write articles, edit and proof each month.
Chair & Editor – Judge Geary Walke
Continuing Legal Education
Committee — Responsible for providing
quality CLE programs to OCBA mem-
bers at discounted prices, this committee
plans sessions each year through the
months of October through February.
Chair – Terrill Monks
Community Services Committee —
This committee plans community servic-
es projects such as assisting the local
youth shelter. They also coordinate cloth-
ing drives every 6 months for the drug
court participants. This committee has
been active in nursing home visits and
getting readers for Rockwood
Elementary School. Chair –Ray
Zschiesche; Vice Chair – Chance
Pearson
Fee Grievance & Ethics Committee
— Comprised of both lawyer and non-
lawyer members, this committee investi-
gates complaints of clients against attor-
neys who are OCBA members. They are
deputized through the OBA to investigate
and recommend disposition of such
cases. Chair – George Dahnke; Vice
Chair – Kieran Maye
Law Day Committee — This commit-
tee is responsible for all Law Day activi-
ties which include the Law Day
Luncheon, Ask A Lawyer Program, stu-
dent mentoring program, civic group
speakers and the Law Library Law Week.
Chair – Curtis Thomas
Law Related Education Committee
—This committee provides support for
the OCBA Law Related Education pro-
gram. The committee works to update
current materials and generate new ideas
for classroom presentations. Chair –
Richard Parr; Vice Chair – Doneen
Jones
Lawyers Against Domestic Abuse —
This committee works to raise awareness
of domestic abuse. Working with the
YWCA and Attorney General’s Office,
the committee provides training of attor-
neys & judges in dealing with domestic
abuse situations and providing resources
online and on the 1st floor of the
Oklahoma County Courthouse for vic-
tims. They are also working to provide
victim advocates and establish a
Speaker’s Bureau. Chair – Gretchen
Harris; Vice Chair – Joe Balkenbush
Lawyers for Learning — This com-
mittee is involved as mentors/tutors in
the OKC Public School’s Community
Involvement initiative working with
Adams, Lee and Rockwood Elementary
Schools. Chair – Lori Fagan
Legal Aid Committee — Working
with Legal Aid Services of Oklahoma,
this committee works to improve legal
services to those in need. This committee
also assists in the yearly fund drive for
Legal Aid. Chair – John Miley
Veterans’ Issues Committee — Works
closely with the OBA Oklahoma Lawyers
for America’s Heroes Program in provid-
ing legal assistance to veterans. This
committee is new and is also trying to
find other ways to assist veterans. Chair
– Daniel Webber; Vice Chair – Robert
Stell
Voices for Children Committee —
The main project for this committee has
been the Carver-Mark Twain Headstart
Program. This group plans parties, pro-
vides books and readers and helps with a
winter clothing drive each year. Chair –
Robert Sheets
Bankruptcy Section — This section
meets 10 months a year at the U.S.
Bankruptcy Court to discuss current
issues in the bankruptcy area. There is a
membership fee of $120 which provides
for lunch at these meetings. Chair –
Craig Regens
Family Law Section — This section
works with the judges of the Family Law
Division in providing up-to-date infor-
mation to those attorneys practicing in
the family law area. Co-Chairs – Judge
Howard Haralson & Sharon Byers
Young Lawyers Division — This
hard-working group of young lawyers
takes on many projects each year. Some
of these projects include the Harvest
Food Drive, Striking Out Hunger
Bowling Tournament in the summer and
Chili Cook-off in the winter. The
Community Service Subcommittee plans
3 community service projects each year.
Chair – Justin Meek
Lawyers in the Classroom Michael O’Neil with his big “thank you” note. Mr. O’Neil is a frequent volunteerspeaker for the OCBA Law-Related Education Program.
Back ToSchoolBash!
July 22
6 BRIEFCASE • June 2014
iBar Definitive PlaylistsBy Chris Deason and Judge Don Deason
We tend to like music that is little bit off the beat-
en path. Though, we are probably not as far “off the
beaten path” as we might think. Here are a couple
of our likes that aren’t too mainstream. First, Mark
Oliver Everett, also known as “E” (not to be con-
fused with the character from Entourage), records
under the name Eels with a constantly changing
group of musicians. He has been making very dark
and personal music since the 1990s, beginning
with his debut album Beautiful Freak. One of our
favorite songs is titled (with our apologies for the
language) It’s a M*****f***r, which explores in
very uncensored terms what it feels like to go on
with day-to-day life after experiencing unimagin-
able and heartbreaking loss. On a lighter note, E
participated in a film called Parallel Worlds,Parallel Lives, about the complicated relationship between E and his physicist father,
Hugh Everett III, who was the originator of the many-worlds interpretation of quantum
theory and of the use of Lagrange multipliers for general engineering optimizations. If
you understand any of that, then you are way ahead of us. The film aired on PBS in 2008.
Another favorite is a fellow from the Tucson, Arizona, named Howe Gelb. One of his
songs, Stranded Pearl, appeared on Don’s playlist a few months ago. Much Like “E,” he
records and performs with various musicians and associations he describes as “seasonal”
under the name Giant Sand. For trivia fans, it is an abbreviation of the giant sandworms
from the Dune series of books. His music incorporates influences that are southwest,
along with influences from country, marimba, and tejano. According to the very opinion-
ated Gelb, “Every time the Republicans have been in office, it seems like the best rock
music gets made. Like, you know, the saddest thing in the world was Kennedy getting
shot. That was the down shot. The upshot was I don’t think we wouldn’t have gotten
Hendrix otherwise.” The most recent version of Giant Sand has Howe working with
musicians from Denmark.
Enjoy the June 2014, playlists submitted by Judge Easter and his daughter, the prose-
cutor, Merydith Easter.
Honorable Judge Donald Easter: Judge Easter graduated in the
“Top 10” from OCU School of Law. We are proud of him even though only 8 students
graduated that cold December day in 1979. Judge Easter is lucky to have a fantastic fam-
ily that keeps growing. He listens to music on an iPod while working out and then on XM
while waiting for Merydith. They car pool. We want to know who has control of XM on
the drive to and from the courthouse.
Song Title Artist
All My Ex’s Live in Texas George Straight
A Closer Walk With Thee Pete Fountain
Mornin’ Al Jarreau
Pretty Girls Everywhere Eugene Church
Turn On Your Love Light Bobby Bland
White Boy Lost in the Blues Lyle Lovett
You’re the Reason God Made Oklahoma David Frizzell & Shelly West
Happy (Guilty Pleasure) Pharrell Williams
Merydith Easter: Like her dad, Merydith graduated in the month of
December, but she chose to attend OU College of Law. That institution wound her up and
then turned her loose in 2010. She currently works as an Assistant District Attorney in
Oklahoma County. Don Deason has a couple of funny Merydith stories from when she
has appeared on his docket. He will be happy to share them with you if ask. Merydith lis-
tens to the music on her iPhone while walking her dog, Rylee.
Song Title Artist
Hey Baby Mark Wilkinson
A Beautiful Mess Jason Mraz
Compass Lady Antebellum
Love Runs Out OneRepublic
Somewhere Only We Know Keane
She’s So Mean Matchbox Twenty
How Will I Know (Guilty Pleasure) Whitney Houston
Aspen 2014 The Deasons
Become aParalegal
Department of Legal Assistant EducationOU Law Center
Enroll in the University of OklahomaLegal Assistant Education Program.
Other Inns and OrganizationsLawyers are social creatures, usually
belonging to multiple organizations. They
connect through professional organiza-
tions, of which there are many, as well as
churches, scouts, politics, book clubs, and
also civic groups of all shapes, sizes and
descriptions.
The American Inns of Court has estab-
lished several Inns in the OKC metro. This
is the story of two outreach programs of the
Ruth Bader Ginsburg American Inn of
Court: how they came to be, and the results.
The ideas came to Chris Batson Deason,
and she focused her energy and efforts, and
Don Deason’s energy and efforts, into the
projects until they bore fruit. It may be
years before there will be an eventual har-
vest from the students themselves, but the
seed is planted and the garden is being
tended by dedicated public school teachers.
Your Inn is challenged to report your
choice outreach program.
The Musical Idea
The idea for the 2012-2013 Community
Service Project for the Inn was sparked by
See CHALLENGE, PAGE 10
8 BRIEFCASE • June 2014
2014 Family Estate and FinancialPlanning Workshop: Huge Success!By Stan Evans
This past April, 62 families in Northeast
Oklahoma City walked out of a workshop
with written wills during the 5th Annual
MAKE-A-WILL and Family Financial
Planning Workshop. Fifty clients also had
Advance Directives and 22 availed them-
selves to financial management and debt
counseling.
More than 400 families have participated
over the past five years. Volunteer attorney
Ken Maillard was pleased with the
increased number of clients who participat-
ed this year. Family planning and debt
management were added three years ago
because it was determined that making
wills was not enough. According to
Maillard, we should not only help with
wealth preservation from generation to
generation but also should help families to
deal with financial problems of the present.
Reverend Lee Cooper of Prospect
Baptist Church expressed appreciation for
the outstanding job done by the volunteer
attorneys and law students. Rev. Cooper is
the inspirational leader of the project.
Assistant Dean Stanley Evans of OU
College of Law is the administrative and
legal leader. There is a two-week prepara-
tion in community churches done by pas-
tors, volunteer attorneys and church coordi-
nators. Everything culminates on a
Saturday, with families in and out with
printed legal wills within 90 minutes.
The preparatory work starts with a ser-
mon by the church pastor relating to preser-
vation of the family and what it takes to
build wealth. Each church is supported by a
volunteer church coordinator and a volun-
teer attorney to work with individual mem-
bers on preparing themselves and gathering
information. The volunteer attorney also
talks to the congregation about the impor-
tance of protecting family assets from gen-
eration to generation and confidentiality
concerns of the process. This year 26
churches were involved in Oklahoma City.
Once the screening is done, the family is
directed to the MAKE-A-WILL Workshop.
Upon arrival at the Saturday Workshop
each client is assigned to a volunteer attor-
ney and a law school intern. This year, 39
Oklahoma County Bar attorneys participat-
ed. The bulk of the volunteer attorneys
come from the Oklahoma Association of
Black Lawyers, who have taken this on as
a major community service project.
At the workshop, the client is inter-
viewed, and the information is used to
build a will which will support this client’s
needs. Once the client’s desires are put on
paper, the will is quickly produced. After a
client counseling session is completed by
the attorney, the will is witnessed and nota-
rized.
The client is then given an opportunity to
do an Advance Directive, determining who
has responsibility in case the family mem-
ber is medically incapacitated. Finally, the
financial management volunteers meet
with the client to assist in debt management
and financial counseling. This year, the
entire process took less than 90 minutes;
thanks in large part to the administrative
support of Legal Aid Services of
Oklahoma, Southwestern Urban
Foundation, and the planning and flow
management of Assistant Dean Evans and
Legal Aid Services of Oklahoma associates
Sharon Ammon and Rick Goralewicz.
According to Evans, this is a total collab-
orative effort of many groups. “Of course
the volunteer attorneys and interns from
both OU College of Law and OCU School
of Law were essential. Thirty-two law stu-
dents participated this year. The coordina-
tors and volunteer attorneys in the 26 dif-
ferent churches played a huge role in mak-
ing sure that the clients were prepared
when they arrived at the workshop.”
“All groups and individuals share a com-
mon goal: To assist families in our commu-
nity become stronger in preparing for their
future generations and to insure that accu-
mulated wealth was not lost at the passing
or loss of a family member. Wealth genera-
tion starts with having a way to preserve
things of value within the family.”
Assistant Dean Evans giving starting instructions to lawyers and law students at the beginning of the day.
Church Coordinator Leader Espanola Bowen being congratulated by Assistant Dean Evans for her volun-teer leadership.
Completing the process! Client Signing will.
www.okcbar.org • June 2014 • BRIEFCASE 9
Attorney Debra Cruickshank collecting info from client as OU Law Students observe.
Attorney Charles Henry and Law Student meeting with client and col-lecting details.
OCU Law Student advising client on details of her will.
Client being advised by Attorney Milissa Tipton Dunkins and law student – foreground. Other attorneys on stations with clients in the back-ground at the Metro Tech location.
Attorney Don Smitherman and OU Law Student helps client review final will. Attorney Rita Douglas Talley preparing will paperwork as client and student observes.
OCU Students being supervised by Attorney Tiece Dempsey as they prepare the will.
10 BRIEFCASE • June 2014
Store Hours Mon.-Fri. 9:00 to 6:00 • Sat. 10:00 to 1:00
210 Park Avenue, Suite 220, Oklahoma City, OK 73102
Call (405) 235-4800 for reserved parking at East City Center Garage.Enter at the corner of Park and Harvey to use our reserved parking.
The historic downtown Oklahoma Citybuilding is now fully leased. SandRidgeEnergy, Inc. and Crowe & Dunlevyannounced they have entered into a leaseagreement, and the Oklahoma-based lawfirm will serve as the anchor tenant of thenewly renovated, historic BraniffBuilding, 324 N. Robinson Ave., in down-town Oklahoma City.
Crowe & Dunlevy attorneys and legalstaff will occupy approximately 70,000square feet across nine floors, whichequates to 90 percent of the building’sClass A office space. The firm will alsosub-lease approximately 5,000 square feetfrom SandRidge in City Place for addi-tional support staff.
SandRidge Energy completed renova-tions to the Braniff Building in 2013 aspart of the development of the SandRidgeCommons.
The 10-story Braniff Building wasdesigned by architect Andrew SolomonLayton and built in 1923. The building iscurrently listed on the National Registerof Historic Places.
Crowe & Dunlevy Attorney
Elected Attorney General,
Law Firm Named General
Counsel of the Seminole
Nation of Oklahoma
The Seminole Nation of Oklahomarecently elected Crowe & Dunlevy direc-tor D. Michael McBride III attorney gen-eral and named Crowe & Dunlevy as thetribe’s general counsel. McBride and thefirm will serve for a one year term whichmay be extended for an additional twoyears.
The Seminole Nation of Oklahoma is afederally recognized tribal nation located
McAfee & Taft has announced the addi-tion of Keeli Gardner as a certified para-legal. As a member of the firm’sLitigation Group, she provides compre-hensive support to trial lawyers engagedin a broad range of business-related litiga-tion at the state, federal and appellate lev-els, as well as in commercial arbitration.
Gardner earned a bachelor’s degree inpolitical science from the University ofCentral Oklahoma and later went on topursue paralegal studies at Rose StateUniversity. She earned her certified para-legal designation from the NationalAssociation of Legal Assistants and con-tinues to be an active member of theorganization.
Crowe & Dunlevy Names
New Executive Committee
Members
Crowe & Dunlevy has named attorneysJohn J. Griffin, Jr. and Christopher B.
Woods to the 2014 Executive Committee.The five-member committee is responsi-ble for overseeing the firm’s activities andconducting long-range planning to meetthe needs of the firm, among other respon-sibilities.
Griffin is chair of the firm’s Energy &Natural Resources practice group and haspracticed in the areas of energy and natu-ral resources litigation for more than 30years. He has extensive experience repre-senting major oil companies and inde-pendent oil and gas producers in multi-state class action litigation, complex com-mercial litigation and environmental liti-gation. He has been selected for inclusionin The Best Lawyers in America in thefield of Natural Resources Law, Oil andGas Law and Water Law and has been list-ed since 2006 in the Oklahoma SuperLawyers magazine.
Woods serves as a director in the firm’s
Tulsa office. He is a member of the
Banking & Financial Institutions and
Energy & Natural Resources practice
groups, covering a broad range of busi-
ness litigation matters with an emphasis
on litigation involving energy companies,
financial institutions and insurance com-
panies. He also has experience in banking,
commercial transactions and electronic
commerce. During his career, he has rep-
resented leading corporations in a variety
of industries in both state and federal
courts. He has been listed in The BestLawyers in America and Oklahoma SuperLawyers.
Continuing as committee members are
attorneys John M. Thompson and Timila
S. Rother. Gordon also serves on the
committee as president of the firm.
Formation of Mattingly &
Roselius, PLLC Announced
Attorneys Jack Mattingly Sr., Jack
Mattingly Jr., Jason Roselius, Brian
Cramer & Tanner Hicks are pleased to
announce the formation of MATTINGLY
& ROSELIUS, PLLC.
The concentration of the Firm will be in
Class & Mass Actions, Oil & Gas
Litigation, General Civil Litigation,
Wrongful Death, Antitrust, Securities,
Corporate Litigation, Trucking Accidents,
Insurance Bad Faith, Oilfield Injury.
Office locations are as follows:
• 210 N. Oklahoma, Guthrie, OK 73044
– Ph. (405) 603-2222 – Fax (405) 603-
2250
• 13182 N. MacArthur Blvd., Oklahoma
City, OK 73142 – Ph. (405) 603-2222 –
Fax (405) 603-2250
• 215 E. Oak Avenue, Seminole, OK
74868 – Ph. (405) 382-3333 – Fax (405)
382-6303
Bar Observer
Old NewsExcerpts from OCBA News:
April, 1973, Part 1
Law Day Plans Set
By C. Stephens
HELP YOUR COURTS – ASSURE JUS-
TICE has been set as the theme for the
annual Oklahoma County Bar Association –
Oklahoma City University Law Day
Banquet scheduled for Tuesday, May 1. The
major speaker for the event will be former
Associate Justice of the Supreme Court of
the United States, Tom C. Clark. Clark was
born in Dallas, Texas, on September 23,
1899. He attended public schools there and
later received his AB Degree in 1921 and
his LLB in 1922 at the University of Texas.
He has received Honorary Degrees from 26
universities throughout the country.
After admission to the Texas Bar in 1922,
Clark served the law profession in a wide
variety of positions, from being Civil
District Attorney for Dallas County in 1933
to Coordinator of Alien Enemy Patrol of the
Western Defense Command and Chief of
the Civilian Staff for Japanese War
Relocation. He was named Attorney
General by President Truman in 1945.
As Attorney General, he created a com-
mittee on juvenile delinquency that spon-
sored the Freedom Train, which carried the
original documents for exhibition across the
country and was a co-sponsor of the pro-
gram, “I Speak For Democracy,” in the
nation’s high schools.
Clark was nominated as Associate Justice
by President Truman on August 2, 1945,
and took office as successor to Mr. Justice
Murphy on October 3, 1949. He retired on
June 12, 1967.
Clark has received numerous awards,
including the American Bar Association
Gold Medal Award in 1962.
The evening event will begin with a 6:30
cocktail hour in the Silver Palm Room at
Val Gene’s in Penn Square and will be fol-
lowed by the banquet at 7:30. Plans have
been made for a dance following the ban-
quet.
Tickets for the event will be available
through Bob Gilliland, the OCBA office, or
the Oklahoma City University Law School.
Tickets will be $6.75 each which will cover
cost of dinner and set-ups.
Quotes of the
MONTH
Discussion about Briefcase articles, and Rex Travis was asked if
another OCBA member had passed away so he could write an
obituary, he replied:
“I’m waiting, I’m waiting!”
“My wife had a betterlawyer.”
~ Unknown panhandler holding
a sign at an interstate exit
12 BRIEFCASE • June 2014
By Roscoe X. Pound
Dear Roscoe: Last month you spokeabout a statute putting “the kibosh” on acommon law concept. What exactly is“the kibosh?” B.N. Edmond, OK.
Dear B.N.: One of the great mysteriesof the English language. I’ve used theterm for better than forty years now, andI’m still not sure. It dates back at least tothe 1830s in Jolly Olde England. Whereit came from is anybody’s guess, but I dohave my favorite theories. There’s somespeculation that it might be Yiddish but Itend to doubt that. England only passedits Catholic Emancipation laws in 1829.Similar express laws against anti-Semitism were only just wending theirway through Parliament. True, in 1837Disraeli won a seat in that body, butDisraeli didn’t mind such impediments astaking a Christian oath of office thatother Jews found too off-putting. Eventen years later, Parliament was still pass-ing laws allowing individual non-Christians to take a different oath ofoffice in the face of vocal urgings of theirconstituencies. What I’m saying is: I tendto doubt a Yiddish word would havecaught on so quickly in the poorer neigh-borhoods of England given the tenor ofthe times.
A more likely candidate is the Irishphrase caip bhais, a reference to theblack cap that a judge would put on priorto pronouncing a death sentence. Giventhe phrase appears to have been used in
Irish theatre and pubs, this theory holdssome water. It also comports with theusage of the term which indicates thatwhich ends something once and for all.
Another theory holds that it came froma Turkish or Arabic word kerbash or qer-bash, a type of whip. While this whipwould have been known to someone trav-eling abroad either for civilian or mili-tary purposes, it is doubtful that the termwould have trickled down to the poorerworking class types, from whom the ear-liest usages seem to hale.
My own personal favorite theory is thatit is an onamatopoeiac word made up ofthe word “bash” couples with the prefix“ker” or “ka” as in “ka-pow” or “ker-plunk”. This feeds my mind’s eye animage kind of like “Whack-A-Mole”where the mole decisively stays down. Inlike manner, I also prefer the word “ren-der” rather than “extradite” because itinspires a scene where the miscreant isturned over piece by piece. This usuallyelicits a suggestion that I seek counsel-ing.
Perhaps one day some linguistic sleuthwill discover something which puts thekibosh on all this speculation. Until then,your guess is as good as mine.
Dear Roscoe: My clients and I satdown together after trial and identified32 errors committed by the court.
My partner says it would be crazy toassert them all. I think I’d be risking aBar complaint or malpractice claim if I
didn’t. What would you do? K.M. OKCDear K.M.: Let me first tell you what I
wouldn’t do. A) I would not sit down inthe direct aftermath of a trial (if I’mreading this correctly) to chart the appel-late course. Nerves are too raw; emo-tions too high; and critical thinking toolikely to be clouded. B) When I did sitdown to diagnose appealability, I woulddo it alone (or perhaps with my law part-ner – sounds like you’ve got a good one).I certainly would not include my clientbecause there is both an art and a sci-ence to selecting issues for appeal, a skillset which most laymen, and even manybrilliant trial lawyers, lack.
In the course of my extensive thoughautodidactic legal training, when theissue turns to appellate matters my firstport of call is one of the many excellentbooks and articles on appellate advocacyor legal reasoning by Third Circuit JudgeRuggero Aldisert. Judge Aldisertobserves that when he reads a brief thatcontains ten or twelve propositions oferror, he immediately engages a rebut-table position that none of them havemerit. Even if when that position is over-come, the effectiveness of the advocacytakes a real blow. SCOTUS agrees.“Experienced advocates since timebeyond memory have emphasized theimportance of winnowing out weakerarguments on appeal and focusing on onecentral issue, if possible, or at most on afew key issues.” Jones v. Barnes, 463P.3d 455, 451-52 (1982).
You do your client a disservice whenyou submit “kitchen sink” type issues tothe appellate courts. Actually, you’re notdoing them any service by doing so in thetrial court either. Can discarded weakerarguments become the basis for com-plaint by a disgruntled client? Sure. Socan any number of other strategic choic-es. If you allow those kinds of “tin foilhat” phobias dog you throughout yourlegal career, I wonder how long thatcareer lasts before the ulcers, insomnia,high blood pressure, and related mal-adies bring that career to a halt. Take adeep breath and go with what you know:Limit those appellate issues and go withthe strong ones.
I’m going to revisit this issue nextmonth. Right now I’ve got some othernews to share.
I went to Crenshaw’s. Daddy Mike let
me in. The place looked much better than
last time. Crenshaw, not so much. He
aged appreciably. He sat in an easy chair.
Junior and Sylvia sat on the couch, the
ankles of their inner legs crossing each
other, the way kids think they’ve con-
cealed their PDAs but most adults know
better. Daddy Mike perched on the coffee
table like a curmudgeonly gargoyle.
“I wanted to see you because I want to
call this adventure to a halt.” Crenshaw
said. “People have been bullied, attacked
and now killed. I’ve almost lost Sylvia.
I’ve no right to put anyone at risk for a
movie.”
“Course it was our side that did the
killing,” Daddy Mike offered.
I asked Sylvia: “Do we know anything
more about the ones who attacked you?”
“Detective Seery came by yesterday,”
she said softly, “their prints matched mil-
itary records for a Thomas Anderson and
an Everett Hoffmann. He showed me pic-
tures. They were the same men. I don’t
know them. Neither did Mr. Crenshaw.”
“And I don’t want to know any more
about them, or about anyone like them,”
Crenshaw said.
“What about Claude Blum. Has he sur-
faced?”
Crenshaw shook his head. “No. I’ve
got to assume the worst. We just need to
drop all this. I’m calling it off.”
“On the other hand, sir, we don’t work
for you,” Junior said.
“Then I’m asking,” Crenshaw replied,
a quiver in his voice.
I understood Junior. Daddy Mike elim-
inated his ability to rain hell down on the
guys that molested Sylvia. He wanted his
pound of flesh. He grasped what I believe
everyone else in the room did. Anderson
and Hoffmann worked for someone, and
that someone still ran loose.
“I’m wondering if we’ve already
crossed the line of no return,” I said.
“And what about Blum or whatever he
calls himself. We need to find out what’s
happened to him.”
Crenshaw shook his head. “The police
can look for him. I’ll give them the infor-
mation I have.”
“Or you could give it to me,” I replied.
“Please Roscoe, please,” he said in a
voice that sounded far off and fatigued.
I no sooner walked into my office than
my cellphone buzzed. Caller ID showed
my wife’s cell, but I heard the panicked
voice of my mom.
“Roscoe, get home quick. You’ll need
your gun.”
One of my people, Jeff, pulled up in
front of the office. “C’mon,” I said. Jeff
did two tours in Nam both as sniper and
counter-sniper. Other than Junior, and
perhaps Daddy Mike, I could think of no
one better to back me up in a hairy situa-
tion.
Mom called again. “Roscoe, it’s in the
mailbox. We’re going to Meadowlands.
Bring the carcass.” I heard a staccato of
car horns and the gunning of an engine.
The call ended.
I took in the scene in front of my
house. Mail lay in a windblown pile. The
front door stood open. Jeff jumped the
curb and stopped in the yard. He pulled
his gun. I’d gotten mine out in the car.
We did a quick search of the house.
Clear. The freezer door was open. We
went out front. Neighbors began to gath-
er.
At the mailbox, Jeff stopped and
sniffed. “Smell that?” he asked. I nodded.
A strong, musty odor. “Get behind the
mailbox and open the latch with one of
them magazines,” he said. “Then stand
clear.”
I did as he said, caught a flash of
movement, heard the report of Jeff’s gun.
A copperhead lay crumpled on the
ground.
“Holy Samuel L. Jackson, Batman,” he
said. He shot it again.
I felt sick. My first thought was that it
tied into Crenshaw. My second was that I
need to put the kibosh on these guys per-
sonally.
Stump Roscoe
inwoodOFFICEInVIRONMENTS
a new approach to the sit/stand work environment.
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www.okcbar.org • June 2014 • BRIEFCASE 13
By Warren Jones
Adam (all these names are fictional) is
active, and he eats healthfully. Bob is
active, but does not eat healthfully. Carl is
inactive, but he eats
healthfully. David is
inactive, and he does not
eat healthfully. So what?
The objectives in a
recent study published in
Mayo Clinic Proceedingswere to 1) examine the
relationship between
physical activity and
dietary behavior, and 2) to
examine the potential
combined effect of physi-
cal activity and dietary
behavior on biological
markers, e.g., cholesterol,
among others, and on
health markers, e.g., waist circumference,
among others.
The Healthy Eating Index, developed by
the Department of Agriculture, is an indi-
cator of dietary quality. It consists of these
components: total fruit; whole fruit; total
vegetable; dark green vegetables, orange
vegetables, and legumes; total grain;
whole-grain; milk; meats and beans; oil;
saturated fats; sodium; and calories from
solid fats, alcoholic beverages, and added
sugars. As you might imagine, a high score
for the healthy eating index would necessi-
tate low scores (low consumption) for the
saturated fats, sodium, and calories from
solid fats, alcoholic beverages, and added
sugars. For purposes of this study, partici-
pants in the top 40 percent of healthy eat-
ing index scores were categorized as con-
suming a healthy diet. A side note: com-
pared to how most
Americans eat, being in
the top 40 percent is anal-
ogous to being “the skin-
niest guy in fat camp.”
Participants were
deemed “active” if they
met the current physical
activity guidelines. Those,
you recall, necessitate 150
minutes per week of mod-
erate exercise, or 75 min-
utes per week of vigorous.
Relative to the first
objective of the study, the
researchers found that
participants were 32 per-
cent more likely to con-
sume a healthy diet if they also met physi-
cal activity guidelines. The researchers did
not pin down the reason for this relation-
ship. It may be that those who are active
want to enhance the benefits of their exer-
cise, and those who eat healthfully want to
enhance the benefits of their quality diet.
Relative to the second objective of the
study, the researchers found that approxi-
mately 16 percent of the sample were clas-
sified as consuming a healthy diet AND
active (I suspect that percentage would
have been much, much lower if the stan-
dard for healthy eating were higher than
merely the top 40 percent); 28 percent of
the sample as consuming an unhealthy
diet, but were active; 21 percent as con-
suming a healthy diet, but were inactive;
and 34 percent as consuming an unhealthy
diet AND were inactive.
As you might expect, those who con-
sumed a healthy diet and were active had
the most favorable levels of biological
markers and health markers compared
with the other three groups.
Compared with those who consumed a
healthy diet and were active (the referent
group) participants who consumed an
unhealthy diet and were inactive were
almost 4 times more likely to be obese,
more than three times more likely to have
a high waist circumference, 62 percent
more likely to be hypertensive, 43 percent
more likely to have an elevated marker of
heart inflammation, 89 percent more likely
to have an elevated homocysteine level
(typically elevated in people who consume
large amounts of animal fats, and low
amounts of fruits and vegetables), and
more than twice as likely to have the meta-
bolic syndrome. You may recall from some
of my earlier articles that one has the
“metabolic syndrome” when one has an
elevated waist circumference (40 inches or
greater for men, and 34.6 inches or larger
for women) and any two of the following
four: elevated triglycerides, elevated blood
pressure, elevated blood sugar, and a
reduced level of HDL cholesterol.
The outcome for the two middle groups,
those who were active but who consumed
poorly, or those who consumed healthfully
but were inactive, were not quite as dread-
ful as the numbers shown when the best
and the worst groups were compared.
Their numbers, though, were clearly worse
than the best group. Interestingly, between
the two middle groups, those who were
inactive but consumed healthfully pro-
duced worse numbers for the biological
markers and the health markers than the
group that didn’t consume quite so health-
fully but were nonetheless active. It
appears that physical activity may weigh
more heavily, in a good way, than healthy
eating. Both, obviously, are important.
This study strongly suggests that the
combination of healthy eating habits and
physical activity may result in the best out-
come in regard to many parameters associ-
ated with coronary artery disease risk.
So, going back to our list of names in the
first paragraph, try to be like Adam or, at
least, Bob. Worst case, be a Carl. By no
means be a David.
Warren E. Jones, JD, HFS, CSCS, CEQ, isan American College of Sports Medicine(ACSM) Health Fitness Specialist, a NationalStrength and Conditioning AssociationCertified Strength and Conditioning Specialist,and a holder of an ACSM Certificate ofEnhanced Qualification. His clients range fromcompetitive athletes to the morbidly obese. Hecan be reached at [email protected] or at405-812-7612.
Warren Jones
Are You Adam, or Are You David?Work Life Balance
Civility in BriefingBy Rex Travis
The 6th Circuit Court of Appeals has
given us all a lesson in the importance of
civility in brief-writing. In Bennett v. StateFarm Mut. Auto. Ins. Co., 731 F3d 584
(2013) Judge Kethledge wrote:
There are good reasons not to call
an opponent’s argument “ridiculous,”
which is what State Farm calls
Barbara Bennett’s principal argument
here. The reasons include civility; the
near-certainty that overstatement will
only push the reader away (especially
when, as here, the hyperbole begins
on page one of the brief); and that,
even where the record supports an
extreme modifier, “the better practice
is usually to lay out the facts and
let the court reach its
own conclu-
sions.”... But here the biggest reason
is more simple: the argument that
State Farm derides as ridiculous is
instead correct. (Citation omitted.)
The facts of the case were that Barbara
Bennett was walking her dog when she
was hit by a Ford Fusion driven by Robert
Pastel and insured by State Farm. The
impact threw her onto the hood of Pastel’s
car from which she was dislodged and
“sustained further injury.” In some imagi-
native lawyering, her lawyer contended
that her position on the hood of the State
Farm-insured car made her an “occupant”
of the car so that she was entitled the cov-
erage (presumably medical payments and
uninsured/underinsured motorist cover-
age) of that policy.
The U.S. District Court was
singularly unimpressed with
Ms. Bennett’s lawyer’s
argument and granted
State Farm summary
judgment. So far so good,
for State Farm’s lawyer. He has
his case won. But, as lawyers will
sometimes do, he pressed a little, call-
ing the argument “ridiculous.”
Now the argument seems to be one
which could go either way, although
with probably the preponderance
going with State Farm’s argument that
State Farm obviously did not intend to
insure under its policy people whom its
insured happened to hit and throw up onto
some part of the car.
Indeed, the Circuit Court of Appeals
granted them that: “Here, as a matter of
ordinary English usage, one might be
skeptical that Bennett was an ‘occupant’ of
the Fusion during the time she was on its
hood. Occupants are normally inside vehi-
cles, not on them.”
On the other hand, State Farm’s policy
defined “occupying” as “in, on, entering
into or alighting from.” Under that defini-
tion, the Court held that, Ms. Bennett was
clearly an “insured” as an “occupant” of
the vehicle.
Did the Court’s obvious offense at the
intemperate language chosen by State
Farm’s lawyer matter? I suspect we’ll
never know. But wouldn’t it be a good idea
to turn down the rhetoric and exploit the
probable advantage of your position if you
were State Farm’s lawyer. The key might
be to approach the matter from the position
Mark Twain called “The calm confidence
of a Christian with four aces.”
Characterizing your opponent’s position as
“ridiculous” does not help in getting the
Court to rule that way.
14 BRIEFCASE • June 2014
primary negligence, as pleaded by plain-
tiff, was that of the offending motorist. In
order to attribute the proximate cause to
defendant it should appear from the
pleadings that defendant owed such a
duty to plaintiff that he should have
anticipated or foreseen that the motorist
or someone else would turn suddenly
from the street into defendant’s parking
area to avoid colliding with another car
on the street and thus place his patrons in
peril.
* * *
The alleged inadequate lighting and
markings can only be determined in legal
effect as a condition and not the cause of
accident. Certainly defendant was not an
insurer even though defendant did owe a
duty to keep the premises in a reasonably
safe condition; nor could the negligence
of the offending motorist be imputed to
defendant.
June 20, 1989
Twenty-Five Years Ago
[Excerpted from State ex rel. Roberts v.McDonald, 1989 OK CIV APP 35, 787
P.2d 466.]
Appellee brought its action seeking to
enjoin Appellants from the continued
operation of the Calvary Boys Ranch
because of their failure to obtain a license
from the Department of Human Services,
pursuant to 10 O.S. 1981 § 405 (a).
Appellants admitted their operation of
the Calvary Boys Ranch without the
required state license, and further stated
that they refused to obtain the required
license. Appellants allege that the licens-
ing requirement was unconstitutional as
applied to churches, and that the Calvary
Boys Ranch was a part of, and operated
by the Calvary Baptist Church. Appellee
moved for summary judgment based on
Appellant McDonald’s deliberate opera-
tion of Calvary Boys Ranch without the
required state license, and that his admis-
sion constituted a prima facie violation of
state law, thereby entitling Appellee to
the requested injunctive relief. The trial
court entered its memorandum decision
which made numerous findings of fact
and conclusions of law and found that
there were no material issues of fact
between Appellants and Appellee, and
that Appellee was entitled to judgment as
a matter of law.
Appellants contend the trial court erred
in finding that as a matter of law, the
required state license was not a violation
of the free exercise clause contained in
the First Amendment to the Constitution
of the United States. Appellants allege
that this is a fact question, not suitable
for summary judgment. Title 10 O.S.
1981 § 405 (a) provides in part:
“No child care facility may be
operated or maintained after June 30,
1964, unless licensed by the
Department; ... No new child care
facility may be established without
the prior approval of the Department
which shall be granted only after the
Department is satisfied that such
facility will meet known needs for
the services proposed to be provided
and that the facility will meet mini-
mum standards for a license to oper-
ate.”
Title 10 O.S. 1981 § 404 (a) provides
in part:
“These standards shall include
requirements for a constructive pro-
gram and services to meet the needs
of each child and family; staff of
good moral character and ability for
child care; adequate and safe house-
keeping, sanitation, and equipment;
good health care; full educational
and religious opportunities; good
community relationships; essential
records and administrative methods;
and sufficient funds for sound opera-
tion.”
Appellants’ admissions of their failure
to obtain the required license, and of their
intent not to obtain the required license,
are a clear violation of the Oklahoma
Statutes. Therefore, no material issue of
fact exists between the parties as to the
Appellants’ violation of the law. The
question of whether the state statute vio-
lates the First Amendment’s free exercise
clause is a question of law properly
decided by summary judgment.
The First Amendment’s free exercise
clause provides that congress shall make
no law “prohibiting the free exercise” of
religion. Appellee contends that licensing
of child care facilities does not violate
Appellants’ right to free exercise of reli-
gion. We agree. The free exercise clause
provides an unqualified prohibition
against government interference with
religious beliefs. However, governmental
regulation may lawfully impose an inci-
dental burden on otherwise protected
religious conduct. Appellants contend
their failure to comply with the licensing
requirement is based on their religious
beliefs. A balancing test is employed by
the courts to determine when government
may regulate certain conduct prompted
by religious beliefs or principles.
The trial court found that Appellants’
exercise of their religious beliefs is sub-
ject to the state regulation requiring
licensing of the Calvary Boys Ranch. The
court further found that the state had not
only the right but the duty to protect its
minor citizens. Further, that the state
must be particularly concerned with the
welfare of the children in child care facil-
ities where young children are complete-
ly controlled by and entirely dependent
upon operators and employees for all of
their needs. We agree with the trial court
that the Appellee does have a compelling
interest in protecting the children in child
care facilities such as Calvary Boys
Ranch. Further, that this compelling
interest outweighs the burden imposed
upon Appellants by the licensing require-
ments.
The free exercise clause simply cannot
be understood to require the state to con-
duct its own internal affairs in ways that
comport with the religious beliefs of par-
ticular citizens. Appellants are requesting
that the state exempt its licensing
requirements for them, because of their
religious beliefs. The trial court correctly
refused to do so. Licensing and regula-
tion of child care facilities are the least
restrictive of the alternatives that the
state could provide for the protection of
children.
Appellants contend the trial court erred
in finding as a matter of law, that the
licensing requirement did not violate the
establishment clause contained in the
First Amendment to the Constitution of
the United States. Again, Appellants
argue that this question is a fact question,
not suitable for summary judgment. The
First Amendment’s establishment clause
provides that congress shall make no law
“respecting an establishment of reli-
gion...”
The United States Supreme Court has
enunciated a three-pronged test to deter-
mine whether governmental action vio-
lates the establishment clause; (1) the
statute must have a secular legislative
purpose; (2) the state’s principle or pri-
mary effect must be one that neither
advances or inhibits religion; and (3) the
statute must not foster excessive govern-
mental entanglement with religion. The
purpose of the establishment clause is to
protect against state sponsorship, finan-
cial support, and active involvement in
religious activity. This three-pronged test
has been adopted by our Supreme Court
to determine whether required adherence
to state regulations violates the establish-
ment clause. Under the three part test the
Appellee's licensing requirements must
have reflected a clearly secular purpose;
have had a primary effect that neither
advanced nor inhibited religion; and have
avoided excessive government entangle-
ment with religion. Tulsa Area Hospital
Council, supra.
The application of the three-part test to
Oklahoma’s licensing requirements does
not result in any establishment clause
infringements. The statutes on their face
clearly reflect a secular purpose, to pro-
tect minor children in child care institu-
tions and homes, by requiring compli-
ance with minimal standards for licens-
ing. The statute's primary purpose neither
advances nor inhibits religion or reli-
gious practices. The licensing require-
ments are regulations of child care insti-
tutions for the State of Oklahoma, with
the primary effect of establishing uni-
form minimum child care standards. The
statutes have avoided excessive govern-
ment entanglement with religion. We
agree with the trial court's finding that
simply requiring a license to operate a
child care facility does not constitute
excessive entanglement of the govern-
ment into the religious practices of the
Appellants. We further agree with the
trial court’s finding that the licensing
requirements are not an unconstitutional
entanglement, but the mere performance
of a compelling state duty in protecting
its minor citizens, who are in a particular-
ly vulnerable situation without the pro-
tection of a parent.
Appellants contend the trial court erred
in determining as a matter of law, that the
requirement of licensure does not violate
other fundamental rights of Appellants.
Appellants argue that the question of vio-
lation of their freedom of speech,
parental rights, freedom of association,
and equal protection, are all questions of
fact which cannot be determined by sum-
mary judgment. This is basically the
same argument as presented by
Appellants in their propositions of error
discussed above. The trial court found as
a matter of law that the requirement of
licensure did not violate Appellants’ free-
dom of association, freedom of speech,
due process, nor equal protection of the
law; nor did it impinge upon Appellants’
fundamental right to raise their children
according to the dictates of their faith.
We agree with the trial court.
Based on the record before it, the trial
court granted summary judgment to
Appellees and enjoined Appellants from
operation of the Calvary Boys Ranch
without a state license. The trial court
found there were no material issues of
fact between the parties, and that as a
matter of law, the licensing requirements
did not violate First Amendment
Constitutional rights of Appellants.
Summary judgment was formulated to
allow prompt disposition of cases in
which material facts are not in dispute
and in which a court could decide the
case as a matter of law. (Citations omit-
ted)
OLIO from PAGE 4
www.okcbar.org • June 2014 • BRIEFCASE 15
By Bill Gorden
1913: The Eve of WarPaul Ham, Endeavor Press Ltd., 2013, Kindle, $2.99.
Enjoyment of this work will largely be determined by
the reason you are reading it. The format, length, and
treatment are very good for the reader seeking some
approximation of the run-up to World War One, and how
such a disaster happened. If you wish to imbue your sum-
mer reading with some substance, but not be over-
whelmed, this may do the trick. If depth is required, the
larger and more meaty works by Barbara Tuchman, TheProud Tower, and The Guns of August, or
Solzhenitsyn’s August, 1914 might be your
fare. Ham obliquely attacks some conclusions
in Tuchman’s works, though not by name.
Given the depth of Tuchman’s work, this nega-
tivity does not measure up. The civilized world
did tumble through mistakes into the chaos of
World War One. Setting the tone of the era is one
thing, searching for causes is another. To get the
basics and find the tone of that lost world, this is
a competent work.
The Pope and MussoliniDavid I. Kertzer, Random House, 2014, Hardback,
549 pages, $32.00
Evil in history often makes an introductory appearance
as farce, before donning the cape of anguish as it settles
in to do real harm. The Fascist farce of Mussolini, comic
for a decade, gave way to the tragedy of Nazism and
World War Two and the Holocaust. Mussolini was a trial
run. He looked harmless enough. His more sinister broth-
er-in-arms was neither. Pope Pius XI, a relatively tough
character, played
ball with Mussolini,
but the tables were
not far from even.
Italy only became
a nation shortly
before this period,
and few there
knew exactly
what to expect.
Mussolini gave
an aura of
respect and
control, and
many allowed
him to have
his run, some
expecting it
to be short
and mean-
ingless. Pius
sought to
protect his
C h u r c h
rather than stand for various
sets of values, probably thinking the dictator’s run
would be short. He struck a deal with the dictator, a
Concordat, which effectively did shelter most of the
Church as a practical entity. His Secretary of State in that
process was Eugenio Pacelli, who would be Pius XII.
When the deal began to go sour, Pius XI wanted out, but
his health cut short his intentions. Pacelli apparently did
not get the idea that contracting with dictators was dan-
gerous. David Cornwell’s Hitler’s Pope discusses
Pacelli’s Concordat with the German dictator, and the
gruesome events which followed. Despite that work’s
inflammatory title, the difference between these stories is
essentially the difference between farce and tragedy. One
of the basic challenges of evil is that those who have and
use morals find it hard to believe others may act as
wickedly as they do. Not every martinet in a uniform is
laughable.
Raylan: A NovelElmore Leonard, William Morrow 2012, Paper,
263 pages, $14.99
Strictly summer reading here. In the tradition of Charles
Willeford, (Miami Blues), and Leonard Mosely, this is
just street tough hard talking Federal Marshall stuff. It is
set in Kentucky, coal mining country, which is not usual-
ly a scene of street talking, however. The language is not
as rough as it might be, just around the edges. Sometimes
the dialects interfere with a quick understanding of the
mysteries being investigated, but it is best just to roll with
that. There are actually three stories here, and given that
this has now become a TV series, (Justified), that is
explainable. It does breach some continuity, however. Not
safe for kids, but for accompaniment to the beach, enter-