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Wilson v. County of Napa
A149153M
| Cal. Ct. App. | Mar 13, 2017
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Background

  • Proponents submitted a county initiative titled “Water, Forest and Oak Woodland Protection Initiative of 2016” to the Napa County Registrar seeking placement on the ballot after collecting required signatures.
  • The initiative would amend Napa County code to create an Oak Removal Permit program requiring permits to remove certain oak trees and mandating remediation measures as a condition of approval.
  • The remediation provision incorporated by reference specific “best management practices” in Appendix D, Sections 1 and 3 of the Napa County Voluntary Oak Woodland Management Plan (2010) without printing or attaching their text to the circulated petition.
  • The registrar, advised by county counsel, rejected the petition under Elections Code section 9101 for failing to include the full text of the provisions to be enacted. Proponents sought a writ of mandate to compel placement on the ballot.
  • The superior court denied the writ; the proponents appealed. The Court of Appeal reviewed statutory interpretation de novo and affirmed the denial, holding the omission violated the full-text requirement because the cross-reference would make voluntary practices mandatory.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the initiative complied with Elections Code § 9101 (full-text requirement) Petition contains the full text of the measure; no need to include the referenced management-plan language because measure does not itself enact those documents Because the initiative makes the referenced best management practices mandatory conditions for permits, their text must be included; omission violates § 9101 Held: Petition did not comply with § 9101; omission of the best management practices frustrates the statute’s purpose and invalidates the petition
Whether a cross-reference to an external, nonbinding document is permissible without attaching the text Cross-references commonly used; comparable statewide initiatives omitted referenced texts without invalidation Cross-references are permissible only when they do not convert voluntary or external material into new legal obligations; here they do Held: Cross-reference here would enact new obligations; therefore the text must be included; not all cross-references are invalid but this one is
Whether the registrar abused his ministerial duty by refusing to place the measure on the ballot Proponents argued registrar should have placed measure on ballot pending substantive review Registrar’s ministerial duty is limited to determining facial compliance of the petition; omission is evident on the face of the petition Held: Registrar did not fail to perform a ministerial duty; he correctly rejected the petition based on its face for noncompliance

Key Cases Cited

  • Mervyn’s v. Reyes, 69 Cal.App.4th 93 (court invalidated petition that referred to but did not contain text of provisions to be enacted)
  • We Care—Santa Paula v. Herrera, 139 Cal.App.4th 387 (petition complied where it contained the full text of the measure and did not need to include text of plans merely affected)
  • Costa v. Superior Court, 37 Cal.4th 986 (explains substantial-compliance rule and focus on defects that mislead prospective signers)
  • Nelson v. Carlson, 17 Cal.App.4th 732 (upheld strict application of the full-text requirement even for voluminous plans to avoid misleading signers)
  • Lin v. City of Pleasanton, 176 Cal.App.4th 408 (distinguishes initiative and referendum contexts; emphasizes requirement to include text of challenged ordinance in referendum)
  • Billig v. Voges, 223 Cal.App.3d 962 (discusses substantial compliance and when omissions invalidate petitions)
Read the full case

Case Details

Case Name: Wilson v. County of Napa
Court Name: California Court of Appeal
Date Published: Mar 13, 2017
Docket Number: A149153M
Court Abbreviation: Cal. Ct. App.