Selected Sources and Background Documents
(Many more documents will be added to this website
over the next few months)
Contested Documents:
PLEASE READ THIS
Independent Report on KSBE Political Activities (January 24, 2000)
Princess Pauahi’s Will and Basics of the 1997-1999 Controversy:
Will and Codicils of Bernice Pauahi Bishop
Honolulu Star-Bulletin News Coverage (1997 to present)
1997
1998
1999
2000
2001
2002
2003
2004
Broken Trust Essay with Lead Story, Editorial, and Editorial Cartoon (August 9, 1997)
Interim Trustee Removal Petition (December 13, 1999)
Chronology (1997-2000)
Office of the Attorney General Report, Response, and Petition:
Bronster's Preliminary Report (September 10, 1997)
Wakayama's Response to Matsumoto Report (September 9, 1998)
Bronster's Petition to Remove the Trustees (September 10, 1998)
Bronster Speech (March 4, 1999)
Masters' and Fact-finder's Reports:
Matsumoto’s Interim Report (November 17, 1997)
Yim's Fact-Finder Report (December 4, 1997)
Matsumoto’s Consolidated Report (August 7, 1998)
Matsumoto’s First Supplemental Report (September 29, 1998)
Matsumoto Report on IRS Demands (April 29, 1999)
Richards' Report on Trustees' Attorneys (May 18, 2000)
2007 Masters Report, Part I
2007 Masters Report, Part II
Trustee Petitions, Responses, and Statements:
Request for Fact-Finder (May 14, 1997)
Wong Responds to Broken Trust (August 20, 1997)
Trustees’ Response to Matsumoto's Consolidated Report (September 9, 1998)
Wong Claims Biased News Coverage (September 11, 1997)
Peters' Statement (March 2, 1999)
Peters' Tax Court Petition (August 1, 2000)
Trustee Depositions and Exhibits:
Kihune Deposition (12-3-00)
Kihune Exhibits (12-3-99)
Lindsey Exhibits (2 separate files):
(11-8-99)
(11-8-99)
Lindsey Deposition (3 volumes):
(11-8-99)
(11-9-99)
(12-4-99)
Wong Deposition (2 volumes):
(10-20-99)
(10-21-99)
Wong Exhibits:
(10-21/22-99)
Court Actions:
Judge Chang's Removal Order (May 7, 1999)
Hirai's Appointment of Fact-Finder (June 27, 1997)
Hirai’s Findings & Conclusions (August 30, 1999)
Weil's Findings and Conclusions re Lindsey Removal (June 10, 1999)
Tax Issues:
Miller & Chevalier's Analysis (August 12, 1999) 33 & 34
Attachments to Miller & Chevalier's Analysis (August 12, 1999)
IRS Closing Agreement and Attachments (August 18, 1999):
Kamehameha Schools Legal Documents
IRS Closing Agreement
ATTACHMENT I: KSBE and KSBE Organizations
ATTACHMENT II: Support Income Tax Examination
ATTACHMENT 3: Order Granting Petition with Respect to Kamehameha Activities Association
and the Ke Alii Pauahi Scholarship Fund
ATTACHMENT 4: Recommendations for Trustee Selection Process
ATTACHMENT 5: Policy Title: Board of Trustees' Duties
ATTACHMENT 6: Procedure for Removal or Suspension of Trustees
ATTACHMENT 7: Organizational Chart
ATTACHMENT 8: Position Specification - Chief Executive Officer
Position Specification - Director, Internal Audit
ATTACHMENT 9: Procedures/Guidelines (I thru VI)
I Definitions Associated with Trustee Conflicts of Interest Policy
II Situations Which Could Lead to Trustee Conflicts of Interest
III Guidelines to Address Trustee Conflicts of Interest
IV Violations of the Conflicts of Interest Policy
V Records of Proceedings
VI Disclosure of Financial and External Activities
ATTACHMENT 10: KSBE Spending Policy (8/19/99)
ATTACHMENT 11: Method of Compensation of Trustees
ATTACHMENT 12: Method of Compensation of Chief Executive Officer
ATTACHMENT 13: KSBE and KSBE Organizations Procurement Guiding Principles
TAB 3, APPENDIX 3: KSBE Supplemental Appendix to Form 1023,
Reaffirmation Submission FEIN: 99-0073480
Table of Contents (p. 2/38)
Background (p. 3/38)
Mission (p. 5/38)
Vision (p. 6/38)
Organizational Goals (p. 7/38)
Education Programs and Services (p. 8/38)
Strategic Planning (p. 12/38)
Spending and Investment Policy (p. 14/38)
Governance (p. 19/38)
Financial Reporting & Internal Controls (p. 29/38)
Order of Precedence (p. 38/38)
Exhibit A: Will of Bernice Pauahi Bishop and Codicil 1
Exhibit B: IRS National Office Technical Advice Memorandum
Exhibit C: Stipulation Concerning Request for Proposals Pursuant to Stipulation No. 13
Exhibit D: KSBE Spending Policy (8/18/99)
Exhibit E: KSBE Investment Policy (8/18/99)
Exhibit F: Stipulations Concerning Master's Recommendations (109th, 110th, 111th Annual Accounts)
Exhibit G: Recommendations for Trustee Selection Process
Exhibit H: KSBE Governance Policy (in its entirety as follows)
Section 1: Governance Process
Section 2: Executive Boundaries
Section 3: Board - CEO Relationships
Section 4: Ends (Expected Outcomes)
Section 5: Internal Audit
Appendix A: Organizational Chart
Appendix B: Position Specs-CEO
Appendix C: Position Specs-President, KS
Appendix D: Position Specs-COO
Appendix E: Position Specs-Internal Audit Director
Exhibit I: Organizational Chart
Exhibit J: Procedures/Guidelines (I through VI)
Exhibit K: Order Granting Petition for Approval of a Plan for Determining Trustee Compensation
Pursuant to Stipulation No. 15 for Creation of a Compensation Committee in Accordance
with the Plan
Exhibit L: Kamehameha Schools Bernice Pauahi Bishop Estate Consolidated Financial Statements, June 30, 1997
Exhibit M: KSBE and KSBE Organizations Procurement Guiding Principles
TAB 4, APPENDIX 4:
Letter from the Internal Revenue Service to Interim Trustees, dated 8/19/99, Department of the Treasury-Internal Revenue Service, Estate of Bernice Pauahi Bishop, also known as, Kamehameha Schools, Closing Agreement on Final Determination Covering Specific Matters (pgs. 1-36)
TAB 5, APPENDIX 5:
Letter from Arthur Andersen to KSBE re: The estimated financial impact of the potential loss of recognition of Internal Revenue Code Section 501(c)(3) tax-exempt status for KSBE.
TAB 6, APPENDIX 6:
Letter from Arthur Andersen, dated 8/19/99, re the negotiated proposed closing agreement as of August 18, 1999 with representatives of the Internal Revenue Service.
TAB 7, APPENDIX 7:
Letter from Miller & Chevalier (8/12/99) assessing risks of litigating against IRS
Appendix A
TAB 8, APPENDIX 8:
Correspondence from PriceWaterhouseCoopers, dated 8/17/99.
TAB 9, APPENDIX 9:
Miller & Chevalier short letter (8/12/99)
TAB 10, APPENDIX 10:
Correspondence from KSBE to the Internal Revenue Service, dated 8/16/99.
TAB 11, APPENDIX 11:
Correspondence from Department of the Treasury, Internal Revenue Service, dated 8/19/99.
Exhibit B: Correspondence from Oswald Stender, dated 7/30/99, regarding resignation.
Exhibit C: Correspondence from Gerard Jervis, dated 8/19/99, regarding resignation.
KS Closing Agreement Compliance Report
KS CA Compliance Report (.pdf)
IRS Closing Report to Court (.pdf)
- exhibit_A.pdf
- exhibit_B.pdf
- exhibit_C.pdf
- exhibit_D.pdf
Arthur Andersen Letter (August 19, 1999)
Kamehameha Schools' Report re Closing Agreement (2000)
White Paper on Tax Reform (July 15, 2004)
Misc:
Broken Trust II Essay (November 27, 1997)
Pacific Business News (February 2, 1998)
Findings of Fact and Conclusions of Law re Lindsey Removal Trial (June 10, 1999)
Renewed Trust Essay (October 23, 1999)
Kamehameha Schools Website
Property NOT in the Endowment
WASC Report
Statement of Trustees (May 18, 1945)
Memo re kindergarten (September 5, 1997)
Todd Purdum, "For $6 Billion Hawaii Legacy, a New Day," New York Times (May 15, 1999)
Broken Trust Authors Commentary:
Broken Trust and Lead Story (August 9, 1997)
Response to Waihee (August 19, 1997)
Wong on Broken Trust, and Authors' Response (August 20, 1997)
Justices on Broken Trust, and Authors' Response (August 21, 1997)
Joint Statement (August 28, 1997)
Kekumano Talks to Rotary (September 10, 1997)
Critique of Trustees and Aipa (September 24, 1997)
Broken Trust II (November 27, 1997)
Kekumano on Broken Trust II (December 5, 1997)
Trustee Selection (December 30, 1997)
More on Trustee Selection (February 20, 1998)
Trustee Compensation Bill (May 19, 1998)
Heen on Lingle's KSBE Statements (July 11, 1998)
Roth Endorses Lingle (August 21, 1998)
Trustee Governance (September 5, 1998)
Roth on Cayetano's Role (September 16, 1998)
Justice Delayed is Justice Denied (December 3, 1998)
Overview of the Controversy as of late 1998
Judiciary's Failure to Remove Trustees (March 15, 1999)
McCorriston's Role (March 26, 1999)
Use of Trust Funds to Pay Lawyers (April 24, 1999)
Peters and Reasonable Compensation (August 21, 1999)
Trustee Fees(September 11, 1999)
Renewed Trust (October 23, 1999)
Interim Trustees Should Clean House (May 6, 2000)
KSBE Trustees Performed Poorly (July 7, 2000)
Where Were All the Lawyers? (December 9, 2000)
Her Will Be Done (July 28, 2002)
Her Will Be Done - Expanded Version (September, 2002)
Broken Trust Authors' Advertiser Commentary (1997-1999)
Kamehameha Schools Admission Policy:
Bob Jones University v. United States (1983)
1999 IRS Statement (February 4, 1999)
Tehranian article on KS admissions policy (2000)
Rice v. Cayetano (February 23, 2000)
Her Will Be Done Essay (July 28, 2002)
Footnoted Version of Her Will Be Done Essay (September 2002)
Trustees' Statement (July 28, 2002)
News Article about Doe v. Kamehameha Schools August 2, 2005)
Doe v. Kamehameha Schools (August 2, 2005)
9th Circuit En Banc 8-7 Decision 12-5-06
9th Circuit initial 2-1 Decision 8-2-05
Amicus Brief from KAA 5-21-04
Amicus Brief from KAA 11-6-03
Appellees Answering Brief – 9th Circuit 5-17-04
District Court Opinion 12-8-03
District Court Ruling 11-17-03
Doe v. Kamehameha Schools 9th Circuit 8-7 Opinion 12-5-06
KS Answer to Doe Complaint 7-16-03
KS Motion for Summary Judgment 9-29-03
KS Motion in Opposition to Cert Petition 3-16-07
KS Reply re MSJ 11-6-03
Petition for Certiorari 3-2-07
Petition for en banc Rehearing 8-23-05
Reply Brief re Certiorari Petition 3-27-07
Trustee Selection:
Why Justices Should Not Select Trustees (1997/1999)
Common Cause Letter and Attachments (1993)
Law Review Articles:
Overview -- Halbach
Cy Pres Doctrine -- Johnson
Princess Pauahi -- Seto and Kohm
IRS Role -- Brody
Selecting Trustees -- Beh
Trustee Compensation -- Frumkin and Andre-Clark
Conflicts of Interest -- McCall
Roth Reply to McCall
McCall Reply to Roth
KS Admissions -- Tehranian
KS and the Constitution -- Van Dyke
Tax Returns:
KAA 1997
KAA 1998
KAA 1999
KAA 2000
KAA 2001
KS 1997
KS 1998
KS 1999
KS 2000
KS 2001
KS 2002
KS 2003
KS 2005
KS 2006
PF 1999
PF 2000
PF 2001
PF 2002
PF 2003
PF 2005
Annual Reports and Financial Statements:
KS 2006 Financial Report
2002-2003 Financial Statements
2002-2003 Annual Report
2000 Annual Report re Closing Statement
Kamehameha Schools Strategic Plan 2000-2015
Legal Ethics:
Article on Trustee-Beneficiary and Attorney-Client Relationships (January 2000)
Where Were Bishop Estate's Lawyers? (December 9, 2000)
Trustees' Lawyers Discuss Legal Ethics (April 26-27, 2001)
Na Pua (from Amicus Brief filed in probate court September 30, 1998):
Press Release (June 3, 1997)
Mission Statement June 24, 1997)
Alumni Assn Presidents Call to Remove Five Trustees (September 24, 1998)
Joint Call to Remove Five Trustees (September 27, 1998)
PTA Call to Remove Five Trustees (September 28, 1998)
Toni Lee Statement (September 29, 1998)
Union Lawyer Statement (September 29, 1998)
Amicus Brief (September 30, 1998)
Jan Dill Speech (October 3, 1997)
Na Kumu (from Amicus Brief filed in probate court September 30, 1998):
Statement of Concerns (May 15, 1997)
Faculty Concerns (May 20, 1997)
Communications with Trustees (May 28, 1997)
Press Release (June 5, 1997)
Memo to Jervis (June 9, 1997)
Letter re Interrogation of Student (July 13, 1997)
Call for Fundamental Change (July 16, 1997)
Memo to Jervis (August 5, 1997)
Aipa response re Union (August 8, 1997)
Memo to Ramos (August 19, 1997)
Memo to Jervis (August 24, 1997)
Support for Na Kumu Leaders (September 11, 1997)
Memo to Ramos and Kukea (September 18, 1997)
Memo to Ramos and Kukea (October 17, 1997)
Chun et al Response to 9-18-97 Memo (October 17, 1997)
Public Statement (October 19, 1997)
Concerns, Visions, Goals (October 30, 1997)
Vision and Goals (undated)
Statement of Concerns (November 7, 1997)
Re Union Formation (November 17, 1997)
Memo re Communications with Trustees (November 17, 1997)
Memo to Bronster (December 8, 1997)
Vision and Goals (February 17, 1998)
Union Leaders Letter to Editor (undated)
Re Peterson Consulting (May 14, 1998)
Wong Memo re Union (August 7, 1998)
Memo re Union (August 29, 1998)
Call to Remove Trustees (September 9, 1998)
Call to Remove Five Trustees (September 29, 1998)
Letter to Bronster (December 8, 1997)
Communications with Trustees (May 1997 to November 1997)
The Future:
Kamehameha Schools Strategic Plan--2000 to 2015
Kamehameha Schools Website
Richard Borreca:
http://starbulletin.com/97/08/13/editorial/borreca.html
http://starbulletin.com/97/09/24/editorial/borreca.html
http://starbulletin.com/98/01/21/editorial/borreca.html
http://starbulletin.com/98/11/25/editorial/borreca.html
Diane Chang:
http://starbulletin.com/97/08/15/editorial/chang.html
http://starbulletin.com/97/08/18/editorial/chang.html
http://starbulletin.com/97/11/10/editorial/chang.html
http://starbulletin.com/97/11/24/editorial/chang.html
http://starbulletin.com/97/12/12/editorial/chang.html
http://starbulletin.com/98/01/23/editorial/chang.html
http://starbulletin.com/98/02/27/editorial/chang.html
http://starbulletin.com/1999/01/04/editorial/chang.html
http://starbulletin.com/2000/05/01/editorial/chang.html
John Flanagan:
http://starbulletin.com/97/08/25/editorial/flanagan.html
http://starbulletin.com/98/06/08/editorial/flanagan.html
http://starbulletin.com/98/08/31/editorial/flanagan.html
http://starbulletin.com/2000/02/26/editorial/flanagan.html
Charlie Memminger:
http://starbulletin.com/97/08/15/features/memminger.html
http://starbulletin.com/97/08/20/features/memminger.html
http://starbulletin.com/97/08/22/features/memminger.html
http://starbulletin.com/97/12/10/features/memminger.html
http://starbulletin.com/97/12/17/features/memminger.html
http://starbulletin.com/98/03/13/features/memminger.html
http://starbulletin.com/98/05/01/features/memminger.html
http://starbulletin.com/98/06/05/features/memminger.html
http://starbulletin.com/2004/01/15/features/memminger.html
David Shapiro:
http://starbulletin.com/97/08/18/editorial/shapiro.html
http://starbulletin.com/97/09/01/editorial/shapiro.html
http://starbulletin.com/97/11/10/editorial/shapiro.html
http://starbulletin.com/97/11/24/editorial/shapiro.html
http://starbulletin.com/97/12/01/editorial/shapiro.html
http://starbulletin.com/98/05/18/editorial/shapiro.html
http://starbulletin.com/98/07/27/editorial/shapiro.html
http://starbulletin.com/98/09/12/editorial/shapiro.html
http://starbulletin.com/98/10/10/editorial/shapiro.html
http://starbulletin.com/1999/02/20/editorial/shapiro.html
http://starbulletin.com/1999/03/20/editorial/shapiro.html
Henry Peters:
Pauahi's Will Must Stand
State Stealing from Hawaiians
Robert Midkiff:
Kamehameha Schools Should Incorporate
Keith Haugen:
Admit At-Risk Students First
Pohai Ryan:
Admit Hawaiians Only
Oz Stender & Beadie Dawson:
Pauahi Wanted Preference for Hawaiians
Hamilton McCubbin:
KS Must Continue to Serve All Hawaiians
Clay Jones Cartoons:
1997:
http://starbulletin.com/97/08/18/news/clay.html
http://starbulletin.com/97/08/21/news/clay.html
http://starbulletin.com/97/08/22/editorial/jones.html
http://starbulletin.com/97/08/25/news/clay.html
http://starbulletin.com/97/08/26/news/clay.html
http://starbulletin.com/97/08/27/news/clay.html
http://starbulletin.com/97/09/04/news/clay.html
http://starbulletin.com/97/09/11/news/clay.html
http://starbulletin.com/97/09/12/editorial/jones.html
http://starbulletin.com/97/09/15/news/clay.html
http://starbulletin.com/97/09/17/news/clay.html
http://starbulletin.com/97/09/18/news/clay.html
http://starbulletin.com/97/09/19/news/clay.html
http://starbulletin.com/97/09/22/news/clay.html
http://starbulletin.com/97/09/23/news/clay.html
http://starbulletin.com/97/09/24/news/clay.html
http://starbulletin.com/97/10/06/news/clay.html
http://starbulletin.com/97/10/10/news/clay.html
http://starbulletin.com/97/10/14/news/clay.html
http://starbulletin.com/97/10/20/news/clay.html
http://starbulletin.com/97/10/21/news/clay.html
http://starbulletin.com/97/10/21/editorial/jones.html
http://starbulletin.com/97/10/28/news/clay.html
http://starbulletin.com/97/10/29/news/clay.html
http://starbulletin.com/97/10/31/editorial/jones.html
http://starbulletin.com/97/11/05/news/clay.html
http://starbulletin.com/97/11/07/news/clay.html
http://starbulletin.com/97/11/10/news/clay.html
http://starbulletin.com/97/11/12/news/clay.html
http://starbulletin.com/97/11/14/news/clay.html
http://starbulletin.com/97/11/17/news/clay.html
http://starbulletin.com/97/11/18/news/clay.html
http://starbulletin.com/97/11/20/news/clay.html
http://starbulletin.com/97/11/20/editorial/jones.html
http://starbulletin.com/97/11/26/news/clay.html
http://starbulletin.com/97/11/27/editorial/jones.html
http://starbulletin.com/97/11/28/news/clay.html
http://starbulletin.com/97/12/04/news/clay.html
http://starbulletin.com/97/12/05/news/clay.html
http://starbulletin.com/97/12/09/news/clay.html
http://starbulletin.com/97/12/10/news/clay.html
http://starbulletin.com/97/12/15/news/clay.html
http://starbulletin.com/97/12/16/editorial/jones.html
http://starbulletin.com/97/12/18/news/clay.html
http://starbulletin.com/97/12/19/news/clay.html
http://starbulletin.com/97/12/22/news/clay.html
http://starbulletin.com/97/12/25/editorial/jones.html
http://starbulletin.com/97/12/31/news/clay.html
1998:
http://starbulletin.com/98/01/06/news/clay.html
http://starbulletin.com/98/01/12/news/clay.html
http://starbulletin.com/98/01/20/news/clay.html
http://starbulletin.com/98/01/30/news/clay.html
http://starbulletin.com/98/02/03/news/clay.html
http://starbulletin.com/98/02/04/editorial/jones.html
http://starbulletin.com/98/02/10/news/clay.html
http://starbulletin.com/98/02/13/news/clay.html
http://starbulletin.com/98/02/20/news/clay.html
http://starbulletin.com/98/02/23/news/clay.html
http://starbulletin.com/98/03/03/news/clay.html
http://starbulletin.com/98/03/13/news/clay.html
http://starbulletin.com/98/03/16/news/clay.html
http://starbulletin.com/98/03/23/news/clay.html
http://starbulletin.com/98/03/25/news/clay.html
http://starbulletin.com/98/03/30/news/clay.html
http://starbulletin.com/98/03/30/editorial/jones.html
http://starbulletin.com/98/03/31/news/clay.html
Corky Trinidad:
1998:
http://starbulletin.com/98/04/13/news/corky.html
http://starbulletin.com/98/06/04/editorial/corky.html
http://starbulletin.com/98/06/15/news/corky.html
http://starbulletin.com/98/08/13/editorial/corky.html
http://starbulletin.com/98/08/19/news/corky.html
http://starbulletin.com/98/09/10/news/corky.html
http://starbulletin.com/98/09/16/news/index.html
http://starbulletin.com/98/12/01/news/index.html
1999:
http://starbulletin.com/1999/02/18/news/index.html
http://starbulletin.com/1999/04/27/news/corky.html
http://starbulletin.com/1999/09/15/news/corky.html
Bud Smyser columns:
“Bishop Trustees Should Be More Active,” January 13, 1997
“Broken Trust Report was Sorely Needed,”August 14, 1997
“Bishop Estate Trustees’ Flawed Response,” September 2, 1997
“Advisory Panel Voted 8-3 Against Waihee,” September 4, 1997
“Political Choices for Bishop Estate Board,” September 9, 1997
“Penny Pinching by Bishop Estate,” September 11, 1997
“How the Campbell Estate Operates,” September 23, 1997
"How Campbell, Bishop, Differ,” September 25, 1997
“A Strategy for Bishop Estate Trustees,” September 30, 1997
“Charitable Trusts and the Bishop Estate,” October 7, 1997
“A Vision of a Reformed Bishop Estate,” November 4, 1997
“Public Scrutiny Vital in Trustee Selection,” December 23, 1997
“Winners and Losers in 1998 Legislature,” May 19, 1998
“Schools Should Get $500 Million,” August 25, 1998
“Matsuo Takabuki Tells His Success Story,” November 10, 1998
“Political Influence in Selecting Trustees,” January 19, 1999
“Bishop Estate Trustees are Masters of Delay,” May 4, 1999
“New Trustees Won’t Be Permanent,” May 20, 1999
“People Who Changed Kamehameha,” March 2, 2000
“How ‘Broken Trust’ Was Conceived,” April 18, 2000
American Journalism Review commentary:
Pulse of Paradise article (January 2001)
Advertiser's response (March 2001)
Roth's response to Advertiser (June 2001)
Star-Bulletin's independence (February 2001)
Selected Cases:
Hawaii Housing Authority v. Midkiff, 467 U.S. 229 (1984):
U.S. Supreme Court mandatory upholds leasehold conversion
11 Hawaii 33 (1897)
11 Hawaii 153 (1897)
11 Hawaii 535 (1898)
13 Hawaii 671 (1901)
29 Hawaii 169 (1926)
Selected Law Review Articles:
Halbach, Edward C. Jr., “Introduction to Symposium Issue on the Bishop Estate Controversy,” 21 U. Haw. L. Rev. vii (1999)
Johnson, Alex M. Jr., “Limiting Dead Hand Control of Charitable Trusts: Expanding the Use of the Cy Pres Doctrine,” 21 U. Haw. L. Rev. 353 (1999)
Seto, Robert Mahealani; Kohm, Lynne Marie, “Of Princesses, Charities, Trustees, and Fairytales: A Lesson of the Simple Wishes of Princess Bernice Pauahi Bishop,” 21 U. Haw. L. Rev. 393 (1999)
Frumkin, Peter; Andre-Clark, Alice, “Nonprofit Compensation and the Market,” 21 U. Haw. L. Rev. 425 (1999)
McCall, James R., “Endangering Individual Autonomy in Choice of Lawyers and Trustees - Misconceived Conflict of Interest Claims in the Kamehameha Schools Bishop Estate Litigation,” 21 U. Haw. L. Rev. 487 (1999)
Roth, Randall W., “Understanding the Attorney-Client and Trustee-Beneficiary Relationships in the Kamehameha Schools Bishop Estate Litigation: A Reply to Professor McCall,” 21 U. Haw. L. Rev. 511 (1999)
McCall, James R., “Comment on Professor Roth's Reply,” 21 U. Haw. L. Rev. 531 (1999)
Brody, Evelyn, “Taxing Time for the Bishop Estate: What Is the I.R.S. Role in Charity Governance,” 21 U. Haw. L. Rev. 537 (1999)
Gary, Susan N., “Regulating the Management of Charities: Trust Law, Corporate Law, and Tax Law, 21 U. Haw. L. Rev. 593 (1999)
Beh, Hazel, “Why the Justices Should Stop Appointing Bishop Estate Trustees,” 21 U. Haw. L. Rev. 659 (1999)
Chronology of Events in the Kamehameha Schools Bishop Estate Controversy 1997-2000 (Appendix A), 21 U. Haw. L. Rev. 673 (1999)
Will and Codicils of Bernice Pauahi Bishop (Appendix B), 21 U. Haw. L. Rev. 679 (1999)
Harvard Law Review Note on Doe v. Kamehameha Schools (December 2005):