BILL ANALYSIS                                                                                                                                                                                                    



                                                                       


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          |SENATE RULES COMMITTEE            |                    AB 25|
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                                 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:
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          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  







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              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,  







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          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.







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          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  







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          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  







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          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.








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          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  







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          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







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          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  







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          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,  







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            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

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