BILL ANALYSIS AB 205 Page 1 Date of Hearing: April 1, 2003 ASSEMBLY COMMITTEE ON JUDICIARY Ellen M. Corbett, Chair AB 205 (Goldberg) - As Amended: March 25, 2003 SUBJECT : DOMESTIC PARTNERS: ADDITIONAL RIGHTS AND RESPONSIBILITIES KEY ISSUE : SHOULD MOST OF THE RIGHTS AND RESPONSIBILITIES AVAILABLE TO MARRIED COUPLES SOLELY UNDER STATE LAW BE EXTENDED TO REGISTERED DOMESTIC PARTNERS? SYNOPSIS This bill seeks to confer additional legal rights and responsibilities on registered domestic partners by extending most of the rights and responsibilities available to married couples solely under state law to registered domestic partners. While the bill extends, most, but not all, of the rights and duties available to married couples under state law to domestic partners, it does not extend the many rights available to married couples under federal law, the California Constitution, or initiative statutes which are not and cannot be extended under this bill. As a result, while the bill results in more equity with respect to how domestic partners are treated under the law, it does not provide full equality between the two groups. Specifically, the bill provides that domestic partners, former domestic partners, and surviving domestic partners shall have the same rights, protections, and benefits, and shall be subject to the same responsibilities, obligations, and duties under law as are granted to and imposed upon spouses, former spouses and widows or widowers in a civil marriage. The measure also provides that domestic partnerships may be terminated by either commencing dissolution proceedings in superior court or filing a Notice of Termination of Domestic Partnership with the Secretary of State, provided that specified conditions are met. Supporters argue that the measure provides more equity to domestic partners and point out that registered domestic partners are currently afforded approximately fifteen rights under law, while married couples are provided hundreds of rights and responsibilities. They also state that the bill provides AB 205 Page 2 crucial protections for children who deserve to have a fully legalized relationship with both of their parents and deserve to have parents who have a recognized legal relationship to each other. Opponents, on the other hand, argue that the bill creates gay marriage and California voters decided against gay and lesbian marriages when they approved Proposition 22. Therefore, they argue, equalizing domestic partnerships violates the will of the people. They further point out that many rights are already available to domestic partners through wills, durable power of attorney forms and other private contractual agreements, suggesting that these agreements are a suitable substitute. SUMMARY : Seeks to extend most of the rights and responsibilities available to married couples solely available under state law to registered domestic partners. Specifically, this bill : 1)Provides that registered domestic partners shall have the same rights, protections, and benefits, and shall be subject to the same responsibilities, obligations, and duties under law as are granted to and imposed upon spouses in a civil marriage. (All further references to domestic partners refer to registered domestic partners.) 2)Provides that former domestic partners shall have the same rights, protections, and benefits, and shall be subject to the same responsibilities, obligations, and duties under law as are granted to and imposed upon former spouses in a civil marriage. 3)Provides that a surviving domestic partner, following the death of the other partner, shall have the same rights, protections, and benefits, and shall be subject to the same responsibilities, obligations, and duties under law as are granted to and imposed upon a widow or a widower of a civil marriage. 4)Provides that the rights and obligations of domestic partners with respect to a child of either of them shall be the same as those of married spouses and the rights and obligations of former or surviving domestic partners with respect to a child of either of them shall be the same as those of former or surviving spouses in a civil marriage. AB 205 Page 3 5)Repeals existing law providing for termination of a domestic partnership under specified circumstances and instead provides that a domestic partnership may be terminated in one of two ways: (1) Filing a Notice of Termination of Domestic Partnership with the Secretary of State provided that certain conditions are met (similar to those required in a summary dissolution under Family Code section 2400), including, among other things, that there are no children involved and the domestic partnership is not more than five years in duration; or (2) Commencing proceedings for dissolution, nullity, or legal separation in superior court. 6)Requires the Secretary of State to notify currently registered domestic partners of the bill's changes to law and makes related and conforming changes to the definition of "domestic partner" and the law relating to domestic partners. EXISTING LAW : 1)Sets forth procedures for the establishment, registration and termination of a domestic partnership and provides that the only persons who may register as domestic partners are same-sex couples over the age of 18 or opposite sex couples where one of the partners is over the age of 62. (Family Code section 297 et seq. ) 2)Provides specified rights to registered domestic partners as described below. FISCAL EFFECT : The bill as currently in print is keyed fiscal. COMMENTS : This bill seeks to extend most of the rights and responsibilities available to married couples solely under state law to domestic partners. In support, the author states: This bill seeks to extend to registered domestic partners most, but not all, of the protections provided under California law to different-sex couples who marry and the corresponding obligations imposed upon them. However, even this step would not provide equal treatment to gay and lesbian couples and their families. The bill would not, and cannot, extend any of the one thousand federal rights. It does not ensure recognition by other states when a family travels. It does not even extend all of AB 205 Page 4 the protections offered to married couples under California law, due to limits imposed in certain areas by our constitution and laws passed by voter initiative. This bill nonetheless would provide a critical, urgently needed measure of equity to registered domestic partners. These couples today enjoy less than twenty rights under California law. Yet they experience the same range of life challenges as married couples do. They pool their financial resources to make ends meet. They raise their children. They care for elderly relatives. They cope with illness, incapacity and, eventually, death. Some of them separate and disagree about their respective obligations. There is no good reason to deny these couples the legal rights and duties that have been designed to help families care for each other and cope with crises. Granting the substantial rights and proportional responsibilities provided for by this bill will further the State's interest in promoting stable and lasting family relationships. It will not, however, create equality. Far from it. Until same-sex couples have access to the full range of legal protections at both the state and federal level, through the same institution with all of the same ceremonies and respect as different-sex couples, they will continue to experience very substantial economic and practical hardships and discrimination. Though it will not create equality, this bill nonetheless will improve the lives of many thousands California families in tangible, important ways. Purpose of the Bill. This bill extends most of the rights and responsibilities of marriage available under state law to domestic partners. The author indicates that the purpose of the bill is to ensure that domestic partners have the opportunity to obtain the rights, protections, benefits, responsibilities, obligations, and duties of a number of laws, such as laws relating to: Domestic relations, including, but not limited to, rights and obligations of financial support during and after the relationship, community property, and evidentiary privileges; AB 205 Page 5 Child custody, visitation, and duties of financial support of children; Title and other incidents of the acquisition, ownership, or transfer of real or personal property during life or at death, as well as laws relating to access to student family housing, senior citizen housing, and rent control protections; Obligations to make disclosures regarding spousal relationships and to take other steps to prevent conflicts of interest and self-dealing; Government benefits, including, but not limited to, workers' compensation, public assistance, transfer of licenses upon death, and the ability to apply for absentee ballots and other documents for a spouse; Taxes, including, but not limited to, joint filing of income tax returns, marital tax exemptions, estate tax exemptions, and non-reassessment of real property upon a spouse's death; Health insurance coverage for family members, family care and medical leave, bereavement leave, coverage of family members under medical, dental, life, and disability insurance, and spousal pension rights and death benefits; Legal claims related to, or dependent upon, family status, including, but not limited to, claims for loss of consortium, and victim's compensation; Anatomical gifts, consent to autopsy and disposition of remains, and rights of burial in family cemeteries; and Laws prohibiting marital status discrimination. Bill Extends Many, But Not All, Rights and Responsibilities of Marriage to Domestic Partners. It is important to note that not all of the rights and responsibilities available to and imposed upon married couples will be extended to domestic partners under this bill. First, this bill deals only with the rights and responsibilities available to married couples under state law, not federal law. Thus, none of the important legal rights conferred under federal law to married couples - 1,049 federal AB 205 Page 6 protections, benefits and responsibilities, according to the U.S. General Accounting Office - would be extended to domestic partners under this bill. Examples of federal protections, benefits and responsibilities extended to married couples, but not to domestic partners, are contained in the chart below. Second, this measure does not give to domestic partners the assurance that their partnerships will be legally recognized in other states, a significant benefit conferred on married couples under the doctrine of lex celebrationis, explained below. Third, this bill does not impact those rights and responsibilities available to married couples under the California Constitution, initiative statutes, or those statutes that have been established in other ways that cannot be changed by the Legislature with a bill passed by a simple majority vote. For example, this bill will not extend Proposition 13's benefit to spouses concerning property tax reassessment to domestic partners. So, upon the death of one partner, which results in a transfer of the decedent's interest to the survivor, reassessment would be triggered for domestic partners, but not for spouses. Other examples are included in the chart below. The following is an overview of many of the rights and duties extended to married couples that AB 205 does not affect, and therefore will not be granted to domestic partners under this bill, as well as those rights and duties granted to married couples that will be extended to domestic partners under the bill (please note that space constraints prevent an exhaustive list): ------------------------------------------------------------ |AB 205 Does Not Affect (therefore, these will not be | |granted to domestic partners): | |------------------------------------------------------------| | Who may marry in California | | Which out-of-state marriages are recognized in California | | | | Whether other states will recognize California domestic | | partnerships | |------------------------------------------------------------| | 1,049 rights and duties provided under federal law such | | as Social Security; Medicare; federal housing and food | | stamp programs; federal taxes; Veterans' benefits; | | federal civilian and military benefits; the federal | AB 205 Page 7 | Family and Medical Leave Act and other federal employment | |benefit laws. | ------------------------------------------------------------ AB 205 Page 8 ------------------------------------------------------------ |AB 205 Does Not Affect (therefore, these will not be | |granted to domestic partners): | |------------------------------------------------------------| | The state constitutional guarantees for protection of | | separate property (see Cal. Const., Art. I, 21 and Cal. | | Const., Appx. I, Art. XI, 14). | |------------------------------------------------------------| | Spousal exemptions from federal gift and estate tax or | | federal income, gift or estate taxes | | The exemption from property tax on the homes of survivors | | of veterans who died on active duty (see Cal. Const., | | Art. XIII, 4) | | The partial exemption from property tax provided | | survivors of certain veterans (see Cal. Const., Art. | |XIII, 3(p)) | | | ------------------------------------------------------------ ------------------------------------------------------------ |AB 205 Extends These Rights/Duties to Domestic Partners: | |------------------------------------------------------------| | | | Joint ownership of property acquired during the | | partnership, with rights of survivorship | | Equal management and control of property acquired during | | the partnership | | Joint obligation for debts incurred during the | | partnership and attachment of jointly owned property by | | creditors | |------------------------------------------------------------| | | | Presumption of parenthood regarding child born during the | | partnership or through alternate insemination | | Judicial determination of custody and support of children | | born during the partnership | | Ability to authorize medical treatment of partner's | | children | |------------------------------------------------------------| | | | Right to control disposition of remains, authorize | | autopsy, make anatomical gifts, and authorize exhumation | | Identification of partner on death certificate | | Protection of survivor's interest in joint property | AB 205 Page 9 | following partner's death | | Ability to avoid probate of jointly owned property | |------------------------------------------------------------| | | | Ability to file joint state income tax returns and to | | obtain tax treatment that takes partnership into account | | Exemption from transfer tax on deed or other writings | | transferring, dividing or allocating joint property among | | partners pursuant to termination of partnership | |------------------------------------------------------------| | | | Evidentiary privilege regarding confidential | | communications among partners | | Privilege not to be forced to testify against | |partner | | | ------------------------------------------------------------ California's Domestic Partnership Law: Specific Rights Granted. In 1999, California enacted AB 26 (Migden), Ch. 588, Stats. of 1999, California's first domestic partnership statute. This statute, which forms the backbone of California's domestic partnership law, was substantially broadened when AB 25 (Migden), Ch. 893, Stats. of 2001, was enacted. Under the scheme created by AB 26, domestic partners were granted limited rights in the areas of hospital visitation and health benefits if one of the partners is a state employee. Then, in 2001, AB 25 conferred over a dozen new legal rights, privileges and standing on all domestic partners, including, among other things, the right to recover damages for negligent infliction of emotional distress; the right to assert a cause of action for wrongful death; the right of a domestic partner to adopt a child of his or her partner as a stepparent; the right to make health care decisions for an incapacitated partner; and the right to be appointed as administrator of a decedent's estate, in the same manner and priority as a spouse. Last year, California also enacted AB 2216 (Keeley), Ch. 447, Stats. of 2002, which established intestate succession rights of domestic partners by expanding the legal rights of a domestic partner to include the right to inherit property if one partner dies without a will. Use of Private Contractual Agreements to Provide Rights to Domestic Partners. Opponents of this measure note that many AB 205 Page 10 rights are already available to domestic partners through wills, durable power of attorney forms and other private contractual agreements. These private agreements may be used, they point out, by same-sex couples to govern the rights and obligations of their relationships. Using property agreements and private contracts does not, however, provide a same-sex couple with unlimited rights. Such agreements are limited in effect. For example, private contracts have no legal effect on benefits granted by the state such as tax benefits and other obligations including, parentage, custody and visitation arrangements, and child support obligations. Additionally, whether or not the law would intervene to protect unmarried partners who enter into private contractual agreements to govern the rights and obligations of their relationships is dependent on whether an enforceable written or oral contract is found to exist. In Marvin v. Marvin (1976) 18 Cal.3d 660, the court held that agreements between non-marital partners would fail only to the extent that they rest on an explicit consideration of meretricious sexual services. In Whorton v. Dillingham (1988) 202 Cal.App.3d 44, the court upheld a contract between an unmarried couple relating to earnings and property rights, noting that even if sexual services are part of the relationship, the portion of the contract supported by independent consideration will be enforced. In Jones v. Daly (1981) 122 Cal.App.3d 500, however, the court found that the performance of meretricious sexual services was an inseparable part of the consideration for the agreement, leaving the court no choice but to find the agreement unenforceable. As a result, it appears that contracting is not an adequate substitute for extending the rights and responsibilities of marriage available under state law to domestic partners. Congressional Action: The Defense of Marriage Act. In 1996, Congress enacted H.R. 3396, the "Defense of Marriage Act (DOMA)," which allows states to refuse to recognize same-sex marriages should they ever become legal in another state. Specifically, DOMA states that "no State, territory, or possession of the United States, or Indian tribe, shall be required to give effect to any public act, record, or judicial proceeding of any other State, territory, possession, or tribe respecting a relationship between persons of the same sex that is treated as a marriage under the laws of such other State, territory, possession, or tribe, or a right or claim arising from such relationship." (Defense of Marriage Act, Pub. L. No. AB 205 Page 11 104-199, 110 Stat. 2419 (1996) (codified as amended at 1 U.S.C. 7, 28 U.S.C. 1738C)). DOMA goes on to define "marriage," for purposes of Federal law, as a legal union between one man and one woman as husband and wife. With respect to Federal law and programs, this definition of marriage is controlling. Proposition 22: California's Defense of Marriage Act. In 2000, California joined a number of other states in enacting a "mini-DOMA" when voters passed Proposition 22, the California Defense of Marriage Act. Proposition 22 added Section 308.5 to the Family Code, to read: "Only marriage between a man and a woman is valid or recognized in California." Proposition 22 did nothing to change who may marry in California; existing law already provided that applicants seeking a marriage license must be a man and a woman. Instead, it restricted the kind of marriage that may be recognized in California to a marriage between a man and a woman. In fact, ballot arguments in favor of Proposition 22 evidenced an intent to prevent recognition of out-of-state same-sex marriages in California. Under the general rule for determining the validity of a marriage, known as lex celebrationis, a marriage is valid if it is valid according to the law of the place where it was celebrated. California law specifically provides "[a] marriage contracted outside this state that would be valid by the laws of the jurisdiction in which the marriage was contracted is valid in this state." (Family Code section 308.) Proposition 22 altered this policy with respect to marriages of same-sex couples. Passage of the initiative means that if a same-sex couple, legally married in another state, moves to California, their valid marriage will not be recognized in California. Proposition 22 and Extending Most of the Rights and Responsibilities of Marriage Available Under State Law to Domestic Partners. Opponents of the measure argue that the passage of Proposition 22 precludes California from extending the rights and responsibilities of marriage available under state law to domestic partners. The Committee on Moral Concerns argues that "California voters decided against gay and lesbian marriages ? [and therefore] equalizing domestic partnerships violates the will of the people." On this same point, the Campaign for California Families states that the "people of California have spoken loud and clear that they want marriage protected. In March 2000, more than 61 percent of the voters voted to protect marriage rights for only a man and a woman." AB 205 Page 12 The California Constitution limits the amendment of initiative statutes by requiring voter approval for any amendments to or repeal of an initiative statute unless the text of the initiative provides otherwise. In this case, amendment or repeal of Proposition 22 requires voter approval. Whether or not the bill amends Proposition 22 and therefore requires voter approval under the Constitution turns on whether the bill "adds to or takes away from" Proposition 22. (See Franchise Tax Bd. v. Cory (1978) 80 Cal.App.3d 772.) On this point, the author states, "AB 205 does not pertain to or affect marriage in any way, or affect which parties may marry under California law, or what marriages will be treated as valid in California. ? Even with the passage of AB 205, domestic partnership will remain quite distinct from marriage in a number of ways: It will continue to be entered into and, for many people, exited in a different way than marriage; It may not be recognized outside of California; The federal government will not recognize domestic partners for the 1,049 federal rights and benefits associated with marriage, such as social security, Medicaid, and federal taxes; [and] it will not grant same-sex couples the full social and symbolic equality of marriage." Further, the proponents also add: The California Constitution bars the Legislature from amending or repealing any initiative law passed by the voters. A proposed law will violate that provision only if it will add or take away provisions put in place by the initiative, or will alter the scope or effect of the initiative. AB 205 runs no risk of offending this constitutional command because Proposition 22 solely concerns marriage, and no section of this bill would repeal, amend, thwart or change in any way the laws governing marriage and married couples. The bill does use existing marriage law as the model for the new legal rights and responsibilities to be imposed by separate statutes upon registered domestic partners. The legal effect of the bill would, however, be separate and independent from the marriage laws. It would apply to a different group of people, who would interact with different governmental agencies using different procedures in order to bring themselves within the requirements of the domestic partnership law. AB 205 Page 13 Other States' Actions. In Vermont, the State Legislature enacted legislation allowing same-sex couples to enter into civil unions that carry many of the benefits and responsibilities of traditional marriages. The Legislature acted in response to the State Supreme Court's ruling in Baker v. State (1999) 170 Vt. 194 holding that the state has an obligation under the Vermont Constitution to extend to same-sex couples the common benefit, protection and security that Vermont marriage law provide opposite-sex couples. According to the author's office, other states are considering related measures including Colorado (House Bill 1141 provides guidelines for eligible same-sex couples to receive the same benefits and protections as heterosexual married couples under Colorado laws) and Connecticut (House Bill 6389 extends the rights and responsibilities of marriage to same-sex couples and H.B. 6388 establishes a category of civil unions similar to Vermont's landmark law). The author's office also indicates that Hawaii, Massachusetts and Rhode Island have introduced civil union bills as well. ARGUMENTS IN SUPPORT : The sponsor of the measure, the California Alliance for Pride and Equality, states that the bill "will grant domestic partners important responsibilities that will help them care for each other and their families, including community property, financial support obligations, assumption of parenting responsibilities, and mutual responsibility for debts. The bill will provide crucial protections for children who deserve to have a fully legalized relationship with both of their parents, and deserve to have parents who have a recognized legal relationship to each other." ARGUMENTS IN OPPOSITION : The Committee on Moral Concerns opposes AB 205, stating that the bill will "expand domestic partnership laws to be equal with marriage, thus creating gay marriages. ? Contrary to the bill's language, California has a legitimate interest in not legalizing gay marriages or expanding domestic partner laws. In all of human history, every major society and major religion has considered homosexuality and rejected it as unnatural, immoral, and dangerous. Today's science has proved that the wisdom of the ages is correct." The Campaign for California Families also opposes this measure, writing that the bill will "essentially create homosexual 'marriage' in California by awarding virtually all the rights of AB 205 Page 14 marriage to 'domestic partners,' which are overwhelmingly homosexual couples. ? This bill is homosexual 'marriage' and no one should think otherwise." REGISTERED SUPPORT / OPPOSITION : Support California Alliance for Pride and Equality (sponsor) AIDS Legal Referral Panel AIDS Project Los Angeles Alianza Network Services (Tustin) American Civil Liberties Union American Federation of State, County, and Municipal Employees Anti-Defamation League Attorney General Bill Lockyer California Commission on the Status of Women California National Organization for Women California Nurses Association California School Employees Association California State Employees Association California STD Controllers Association Central American Resource Center City and County of San Francisco Claremont United Church of Christ, Congregational Coalition LA Congregational Church of Belmont Congregation Kol Ami (West Hollywood) Consumer Attorneys of California Dominican Sisters of San Rafael Equal Rights Advocates Family Builders by Adoption First Congregational Church, UCC (Pasadena) First Congregational Church of Long Beach First Congregational United Church of Christ (San Bernardino) First Presbyterian Church (Baldwin Park) First Presbyterian Church (Palo Alto) Gay & Lesbian Community Services Center of Orange County Gray Panthers Holy Redeemer Lutheran Church (San Jose) Human Rights Campaign Human Rights/Fair Housing Commission (Sacramento) Le Mesa Community Church (Santa Barbara) Irvine United Congregational Church Lambda Legal Defense and Education Fund, Inc. AB 205 Page 15 Legal Aid Society - Employment Law Center Legal Services for Children, Inc. Little Brown Church of Sunol Metropolitan Community Church Los Angeles Metropolitan Community Church in the Valley (North Hollywood) Metropolitan Community Church of the Coachella Valley Mexican American Legal Defense and Educational Fund (MALDEF) Mira Vista United Church of Christ (El Cerrito) National Association of Social Workers National Conference for Community and Justice (Santa Barbara) National Conference for Lesbian Rights National Gay and Lesbian Task Force National Latina/o Lesbian, Gay, Bisexual & Transgender Organization National Organization for Women (San Fernando Valley - Northeast LA Chapter) Niles Congregational Church Northminster Presbyterian Church of El Cerrito Older Women's League of California Pacific Pride Foundation Pioneer Congregational Church (Sacramento) PFLAG-San Francisco San Diego Democratic Club Santa Barbara County Democratic Central Committee St. Paul Lutheran Church (Oakland) Secretary of State Kevin Shelley Stonewall Democratic Club of Greater Sacramento Stonewall Democratic Club of West Hollywood The Lambda Letters Project The Center of San Diego County Transgender Law Center Trinity Lutheran Church (Alameda) University Lutheran Chapel (Berkeley) West Hollywood Presbyterian Church Wesley United Methodist Church (Fresno) 900 Individuals Opposition Brotherhood of St. Andrew Campaign for California Families Capitol Resource Institute CleansingStream Ministries Committee on Moral Concerns Concerned Women for America AB 205 Page 16 First Baptist Church of West Sacramento Ironwood Christian Academy Montebello Church of the Nazarene Open Doors Ministries International, Inc. Rancho Christian Center Traditional Values Coalition Numerous Individuals Analysis Prepared by : Saskia Kim / JUD. / (916) 319-2334