BILL ANALYSIS ------------------------------------------------------------ |SENATE RULES COMMITTEE | AB 25| |Office of Senate Floor Analyses | | |1020 N Street, Suite 524 | | |(916) 445-6614 Fax: (916) | | |327-4478 | | ------------------------------------------------------------ THIRD READING Bill No: AB 25 Author: Migden (D), et al Amended: 9/7/01 in Senate Vote: 21 SENATE JUDICIARY COMMITTEE : 4-2, 7/10/01 AYES: Escutia, Kuehl, O'Connell, Peace NOES: Ackerman, Haynes SENATE APPROPRIATIONS COMMITTEE : 8-3, 9/6/01 AYES: Alpert, Bowen, Burton, Escutia, Karnette, Murray, Perata, Speier NOES: Battin, Johannessen, Poochigian ASSEMBLY FLOOR : 42-31, 6/6/01 - See last page for vote SUBJECT : Domestic partnerships: new rights SOURCE : California Alliance for Pride and Equality DIGEST : This bill expands California law on domestic partnerships by (1) allowing domestic partnerships of opposite-sex couples where only one partner is over the age of 62 and is eligible to receive Social Security old-age benefits, and (2) by conferring on domestic partners various rights, privileges and standing conferred by the State on married couples. Among the rights, privileges, and standing this bill provides domestic partners consistent with the rights, privileges and standing of spouses. These provisions are: CONTINUED AB 25 Page 2 1.The right to recover damages for negligent infliction of emotional distress. 2. The right to assert a cause of action for wrongful death. 3. The right of a domestic partner to adopt a child of his or her partner as a stepparent. 4. The right to receive continued health care coverage (including the right of his or her child to receive coverage) because he or she is a surviving beneficiary of the deceased employee or annuitant. 5. The right to make health care decisions for an incapacitated partner. 6. The right to nominate a conservator, be nominated as conservator, oppose, participate, file various petitions in the conservatorship, and to receive all notices relevant to conservatorship proceedings, including temporary conservatorships, involving his or her domestic partner. 7. The right to receive an allowance from the estate of a conservatee who is his or her domestic partner, to pay for basic living expenses during the conservatorship, in the same manner as a spouse and the minor children of a conservatee are entitled. 8. The right to jointly purchase real property with a conservatee who is his or her partner and to receive gifts from the conservator upon court approval. 9. The right and priority of his or her nominee to be appointed conservator equal to the right and priority of a nominee of a spouse. 10. The right to be treated the same as a spouse in a statutory will. 11. The right to inherit property from a deceased partner in the same manner as a spouse inheriting under the AB 25 Page 3 intestate succession laws of the State. 12. The right to be appointed as administrator of decedent's estate, in the same manner and priority as a spouse. 13. If he or she predeceased the decedent, the right of his or her children, parents, brothers and sisters to be appointed as administrator of decedent's estate, in the same manner and priority as the children, parents, brothers and sisters of a predeceased spouse. 14. The right to be treated as the spouse of a taxpayer for purposes of determining personal state income tax liability. 15. The right to use employee sick leave to attend to an illness of his or her partner or his or her partner's child and the right not to be discriminated against for the use of sick leave to attend to an illness of his or her partner or partner's child. 16. The right to unemployment insurance benefits for leaving employment to join his or her domestic partner at a remote location to which commuting to work is impractical and a transfer of employment is not available. 17. The right to file a claim for disability benefits for his or her partner, in the same manner as a spouse may file such a claim. 18. Allow death benefits and survivor allowances to be given to a surviving domestic partner in San Mateo County. ANALYSIS : Existing law defines "domestic partners" as "two adults who have chosen to share one another's lives in an intimate and committed relationship of mutual caring" and who file a Declaration of Domestic Partnership with the Secretary of State. [Family Code Section 297.] The law allows domestic partnerships only to same-sex couples over the age of 18, or to opposite-sex couples over the age of 62 and who qualify for old-age Social Security benefits, AB 25 Page 4 who are not blood relatives, not married to others, not members of another domestic partnership, and who share a common residence and agree to be jointly responsible for each other's basic living expenses incurred during the partnership. A domestic partnership, once registered, may be terminated by either party by sending a notice to the other party, and filing a Notice of Termination of Domestic Partnership to the Secretary of State. A domestic partnership also is terminated if one partner dies or marries. This bill allows domestic partnerships of opposite sex couples, where one of the domestic partners is under the age of 62 and the other is over 62 years and is eligible for old-age social security benefits. Existing case law recognizes the right of a third party to recover damages for negligent infliction of emotional distress and imposes certain requirements for such a third party to have standing to recover damages against one who injures another. One of those requirements is a "close family relationship" between the plaintiff and the injured victim. [ Dillon v. Legg (1968) 68 C.2d 728, affirmed and followed in Thing v. La Chusa (1989) 48 C. 3d 644 and Wilks v. Hom (1992) 2 C.A. 4th 1264.] (See Comment 2.) This bill gives a domestic partner the same right as a spouse to recover damages for negligent infliction of emotional distress. Existing law provides that an action in wrongful death may be brought by the decedent's surviving spouse, children, and issue of predeceased children, and if there is no surviving issue of decedent, the persons, including the surviving spouse, who would be entitled to the property of decedent by intestate succession. This bill gives the same right to bring a cause of action in wrongful death to the domestic partner of the decedent. Existing law confers various rights to the surviving spouse of a decedent in the areas of estate administration and intestate succession, and to the children, parents, and issue of predeceased children of a predeceased spouse. AB 25 Page 5 This bill provides the same intestate succession rights to a domestic partner as the surviving spouse of decedent, and the same priority to be appointed as administrator of decedent's estate. The bill confers the same rights to the children, parents, and issue of predeceased children of a predeceased domestic partner of a decedent as are conferred by existing law on children, parents, and issue of predeceased children of the predeceased spouse of a decedent. Existing law provides for a statutory will form, which, if filled out by a declarant and witnessed by two qualified witnesses, serves as a valid will in the State. The statutory will form provides for succession to the declarant's property, upon his or her death, by the spouse of the declarant as a first choice. This bill includes a domestic partner in the same category as a spouse in such statutory will form. The bill provides that the termination of a domestic partnership revokes a bequest of property made in a will to a former domestic partner. Existing law governing conservatorships provides the spouse of a conservatee or proposed conservatee certain rights, including the right to nominate and be nominated as conservator, to be notified of and participate in all conservatorship proceedings, to be given priority in being appointed as conservator, to receive an allowance from conservator's estate for debts incurred to pay for the necessaries of life and for such payment to have priority over other types of estate expenses, to require and contest accountings by the conservator, and to terminate the conservatorship of his or her spouse-conservatee. This bill confers on a domestic partner the same rights as are provided in law for the spouse of a conservatee or proposed conservatee. Existing law, the Health Care Decisions Law, provides for the creation of advance health care directives and the appointment of a surrogate health care decision maker when a patient is in a health care facility and the patient is AB 25 Page 6 incapacitated. This bill confers on a domestic partner "the same authority as a spouse" to make a health care decision on behalf of an incapacitated partner. Existing law governing health care service plans and disability insurance carriers that provide hospital, medical, or surgical expense benefits require these plans or disability insurers to offer coverage to employers or guaranteed associations for the spouse of the employee or subscriber, subject to the same terms and conditions provided to a dependent of the employee or subscriber. This bill requires health care service plans and disability insurance carriers to also offer coverage to employers or guaranteed associations for the domestic partner of the employee or subscriber, under the same terms and conditions provided to a dependent of the employee or subscriber. The bill allows a health care service plan or group disability insurance to verify the status of the domestic partnership by providing to the plan or insurer a copy of a valid Declaration of Domestic Partnership or an equivalent document issued by a local agency of this State, another state, or a local agency of another state under which the partnership was created. Existing law requires an employer who provides sick leave for employees to permit an employee to use in any calendar year the employee's accrued and available sick leave of no less than the sick leave accumulated over six months at the employee's current rate of entitlement, in order to attend to an illness of a child, parent or spouse of the employee, with limitations. An employer is prohibited from denying an employee to use sick leave, or to discharge, threaten to discharge, demote, suspend, or in any way discriminate against an employee for exercising the right to use sick leave to attend to the illness of a child, parent, or spouse. A violation of this prohibition subjects the employer to civil penalties, in addition to other rights and remedies provided to employees under state law. This bill requires the employer to permit the employee to AB 25 Page 7 use such sick leave to attend to the illness of a domestic partner. Existing law treats a spouse as a dependent for purposes of calculating personal income tax liability under the Revenue and Taxation Code. This bill treats a domestic partner the same as a spouse for purposes of determining state personal income tax liability. Existing law entitles an employee to unemployment insurance benefits if he or she left the employer's employ to accompany or to join his or her spouse at a place from which it is impractical to commute to the place of employment and to which a transfer of employment is not available. For unemployment insurance purposes, leaving employment under this condition is deemed to be good cause and "spouse" includes a person to whom marriage is imminent. This bill extends the same entitlement to a domestic partner who leaves an employment under the same conditions. Existing law permits the spouse of a person who would be eligible to receive disability benefits under the unemployment insurance law but who is mentally unable to make a claim for these benefits, to file a claim for the benefits in the absence of any other legally authorized representative of the person. This bill gives the same right to file disability benefit claims to the domestic partner of a person entitled thereto. Under the existing County Employees Retirement Law of 1937, death benefits and survivor's allowances are payable to the surviving spouse or children of a deceased member, as specified. This bill provides that in San Mateo County, subject to the approval of the board of supervisors, death benefits and survivor's allowances may be payable to a member's surviving domestic partner, as specified. AB 25 Page 8 This bill makes conforming changes consistent with the substance of the above provisions. AB 26 (Migden, Chapter 588, Statutes of 1999) statutorily recognized domestic partnerships in the State of California and provided the manner by which such partnerships may be formed, registered, and terminated. AB 26 gave limited legal effect of such partnerships and provided no rights to domestic partners other than to allow hospital visitation rights to domestic partners and health benefits to domestic partners of public employees. In the same legislative session, Governor Davis vetoed SB 75 (Murray). SB 75 would have enacted the same domestic partnership qualification, registration and termination provisions and conferred hospital visitation rights to domestic partners as AB 26, would have validated out-of-state domestic partnerships meeting the qualifications of those formed in this State, would have given the same rights and priority to domestic partners as those to which spouses are entitled in conservatorship proceedings, and would have revised the statutory will form to treat domestic partners the same as spouses. The Governor's veto message stated that SB 75 was "overly broad" and that he had already signed AB 26 with its narrower scope. In 2000, several bills were introduced as a package to extend to domestic partners various rights, privileges and standing conferred by law to married couples. Those bills are: AB 2211 (Kuehl) , which would have allowed domestic partners to recover damages for negligent infliction of emotional distress and wrongful death of their partners and the right to make funeral arrangements and autopsy decisions, conferred various rights relating to conservatorships, revised the statutory will form and recognized as valid out-of-state domestic partnerships. This bill was placed on the Assembly inactive file in June 2000. AB 2047 (Romero) , which would have given domestic partners the right to intestate succession and priority in appointment as administrator of their deceased domestic partner's estate. This bill died in the Assembly AB 25 Page 9 Appropriations Committee. AB 1990 (Romero) , which would have given domestic partners the same right as spouses to make medical treatment decisions for an incapacitated partner. This bill was placed on the Assembly inactive file in June 2000. Also in 2000, AB 2421 (Migden) , which would have extended domestic partnership qualification to couples of opposite sexes, where only one of the partners is 62 years of age and qualifies for old-age Social Security benefits, was passed by the Legislature, but vetoed. FISCAL EFFECT : Appropriation: No Fiscal Com.: Yes Local: Yes Fiscal Impact (in thousands) Major Provisions 2001-02 2002-03 2003-04 Fund SOS registration -Unknown increase offset by fees-General Tax revenue loss $1,000 $1,000 $1000 General Unemployment benefits 100 100 100UI Health benefits for Surviving partner -Unknown potentially significant- Various Health benefits for Increased enrollees -Unknown, potentially significant- Various SUPPORT : (Verified as of 5/31/01: 9/8/01-unable to reverify) American Association of Retired Persons American Civil Liberties Union Berkeley City Council California School Employees Association California Teachers Association CalPERS Church in Ocean Park Coalition L.A. Common Ground - The Westside HIV Community Center AB 25 Page 10 Consumer Attorneys of California East Bay Municipal Utility District Ecumenical Catholic Church First Congregational Church of Alameda National Association of Counsel for Children, L.A. Affiliate Mt. Hollywood Congregational Church National Organization for Women People for the American Way Planned Parenthood of California Protection & Advocacy, Inc. Soulforce, Inc. South Bay Center United Methodist Church, Santa Monica Universal Fellowship of Metropolitan Community Churches Ventura County Rainbow Alliance OPPOSITION : (Verified as of 5/31/01: 9/8/01-unable to reverify ) California Catholic Conference California Public Policy Foundation Calvary Chapel of Santa Monica Chino Hills - Chino American Family Association Constitutional Republican Women Committee on Moral Concerns Dadasovich Insurance Services Family Resource Council of Stanislaus County First Baptist Church Law Offices of Gary, Till & Burlingham Latinos Por La Familia Marriage Matters Mountain Park Baptist Osborne Neighborhood Church Pro-Family Law Center Ridge View Family Worship Center Rio Linda Community United Methodist Church Traditional Values Coalition Letters from 47 individuals ARGUMENTS IN SUPPORT : As stated previously, there is a large and diverse group of supporters of AB 25. AARP, for example, states that it supports particularly the clauses dealing with health decisions, conservatorships, sick AB 25 Page 11 leave, wills and tax issues as well as allowing opposite sex couples to register as domestic partners when only one of the partners is over age 62. The ACLU argues that AB 25 "will strengthen families and give registered domestic partners crucial tools to take care of each other in times of crises and needs. AB 25 provides important protections that deserve to be enacted into law." ARGUMENTS IN OPPOSITION : On the other hand, opponents contend that AB 25 "would expand benefits to domestic partners in such a way as to further blur the lines between those associations and marriage?We particularly object to the 'right to adopt' being treated as a 'benefit' accruing to an individual or any couple. The state does not ascribe to the notion that a child is goods or property; therefore how can there be a 'right to adopt'? ?Adoption of a child can never be an entitlement." [California Catholic Conference letter, dated June 28, 2001.] Another opponent contends that "AB 25 is a catalogue of unneeded changes in law. The problems it ostensibly addresses do not exist. What does exist is the institution of family which, along with religion, forms the foundation of our national, moral, social, and political culture?AB 25 sets out to undermine the family by furthering the false notion that marriage is no more than one of any number of morally equal lifestyles?" [The California Public Policy Foundation letter, May 15, 2001.] Lastly, the Mountain Park Baptist Church writes that "[t]his bill would undermine traditional marriage and overturn the will of the voters. By awarding spousal rights to non-spouses, AB 25 would reject 61.4 percent of the voters in the state who want to protect marriage rights between a man and a woman?The benefits in the bill are unnecessary and can largely be accessed by private means." ASSEMBLY FLOOR AYES: Alquist, Aroner, Calderon, Canciamilla, Cardenas, Cedillo, Chan, Chavez, Chu, Cohn, Corbett, Diaz, Dutra, Firebaugh, Frommer, Goldberg, Jackson, Keeley, Kehoe, Koretz, Liu, Longville, Lowenthal, Migden, Nakano, Nation, Negrete McLeod, Oropeza, Papan, Pavley, Salinas, AB 25 Page 12 Shelley, Simitian, Steinberg, Strom-Martin, Thomson, Vargas, Wayne, Wesson, Wiggins, Wright, Hertzberg NOES: Aanestad, Ashburn, Bates, Bogh, Briggs, Bill Campbell, John Campbell, Cogdill, Cox, Daucher, Dickerson, Florez, Harman, Havice, Hollingsworth, Kelley, La Suer, Leach, Leonard, Leslie, Maddox, Maldonado, Matthews, Mountjoy, Robert Pacheco, Rod Pacheco, Pescetti, Runner, Strickland, Wyland, Wyman RJG:kb 9/8/01 Senate Floor Analyses SUPPORT/OPPOSITION: SEE ABOVE **** END ****