BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                         Senator Joseph L. Dunn, Chair
                           2005-2006 Regular Session


          AB 594                                                 A
          Assembly Member Karnette                               B
          As Amended June 13, 2006
          Hearing Date: June 20, 2006                            5
          Civil Code                                             9
          ADM                                                    4
                                                                 

                                     SUBJECT
                                         
                 Personal Property:  Rental-Purchase Agreements

                                   DESCRIPTION  

          This bill would revise and recast a number of provisions  
          relating to personal property rental-purchase agreements  
          under the Karnette Rental-Purchase Act.

          This bill would redefine "cash price" for purposes of  
          rental-purchase agreements, and would establish definitions  
          of "lessor's cost," and "total payments," among others.  

          This bill would provide that the consumer has the right, as  
          specified, to acquire ownership of the property within  
          three months of the date the consumer executed the  
          rental-purchase agreement by paying the cash price.

          This bill would limit the maximum cash prices, pursuant to  
          certain specified formulas, that a lessor would be  
          permitted to charge on a first rental of personal property,  
          and on a second and subsequent rentals, and would limit the  
          maximum total of payments in relation to the maximum cash  
          price limits.

          This bill would provide that, if a lessor willfully  
          discloses a cash price or a total of payments that exceeds  
          the amount permitted by the bill's provisions, the  
          agreement is void, the consumer shall retain the property  
          without any obligation, and the lessor shall refund to the  
          consumer all amounts paid.
                                                                 
          (more)



          AB 594 (Karnette)
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          This bill would provide that, on or after June 1, 2005 to  
          December 31, 2005, inclusive, a lessor may comply with  
          current law as amended by this bill in lieu of complying  
          with current law as in effect before the effective date of  
          this bill without incurring any liability for doing so.


                                    BACKGROUND  

          In 1994, AB 722 (Karnette, Chapter 1026) enacted the  
          Karnette Rental-Purchase Act (Act).  The Act requires every  
          rental-purchase agreement to be in writing and to contain  
          specified information, including a description of the  
          personal property and the total number and total amount of  
          periodic payments necessary to acquire the property.  The  
          Act prohibits the inclusion of certain provisions in these  
          agreements.  The Act specifies the parameters of the  
          consumer's liability for loss of, or damage to, the  
          property and those of permissible security deposits.  The  
          Act regulates the advertisement of rental-purchase  
          agreements, including the sending of solicitation or other  
          promotional materials.  The Act provides that any waiver or  
          modification of its provisions is void and unenforceable as  
          contrary to public policy.  

          Since its enactment, the Attorney General (AG) and others  
          have encountered some problems with the Act's provisions,  
          and enforcement of the Act.  This bill, a collaborative  
          effort between the AG and the rental-purchase industry,  
          seeks to address the problems with the Act that have been  
          encountered in practice.  

                             CHANGES TO EXISTING LAW
           
           Existing law  , the Karnette Rental-Purchase Act, makes  
          various findings and declarations with respect to  
          rental-purchase contracts, including that such contracts do  
          not actually disclose the actual terms and cost of the  
          transaction or the consumer's liability for certain unfair  
          provisions.  [Civil Code (CC) Sections 1812.620, 1812.621.]

           Existing law  provides that it is the Legislature's intent  
          to ensure that consumers are protected from  
          misrepresentations and unfair dealings by ensuring that all  
                                                                       




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          relevant terms, including the cash price, periodic  
          payments, total purchase price, and other applicable  
          charges or fees, are disclosed before they enter into  
          rental-purchase agreements.  [Id.]

          Existing law  further provides that it is the Legislature's  
          intent to: (a) prohibit unfair and unconscionable conduct  
          toward consumers in connection with rental-purchase  
          transactions; (b) prohibit unfair contract terms, including  
          unreasonable charges; (c) prevent the forfeiture of  
          contract rights by consumers; (d) provide a right of  
          reinstatement and a reasonable formula for the exercise of  
          purchase option rights under a rental-purchase contract;  
          (e) provide reasonable requirements for the servicing,  
          repair, and replacement of improperly functioning rental  
          property; and (f) cover rental-purchase transactions under  
          existing laws, including laws governing debt collection,  
          cosigners, home solicitation contracts, and warranties; and  
          this title shall be liberally construed to achieve its  
          remedial objectives.  [Id.]

           Existing law  defines, among other things, "cash price" as  
          the price at which retail sellers are selling and retail  
          buyers are buying the same or similar property for cash in  
          the same trade area in which the lessor's place of business  
          is located, and cash price may be evidenced as specified.   
          [CC Section 1812.622.]  

           Existing law  provides that evidence of the cash price of  
          new rental property may include the following:
           Published prices or advertisements by retailers of  
            similar products selling in the same trade area in which  
            the lessor's business is located, if the prices were  
            published or disseminated within the 90-day period  
            preceding the date of the rental-purchase agreement.
           An amount equal to twice the documented actual cost,  
            including freight charges, of the rental property to the  
            lessor from a wholesaler, distributor, or manufacturer.
           The manufacturer's suggested retail price (MSRP) for a  
            home appliance or home electronic product, as defined.   
            The MSRP may not be used as evidence of the cash price of  
            any other type of rental property.  [CC Section  
            1812.644.]

           Existing law  provides that every rental-purchase agreement  
                                                                       




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          must be contained in a single document which sets forth all  
          of the agreements of the lessor and the consumer with  
          respect to the rights and obligations of each party; must  
          be written in the same language as principally used in any  
          oral sales presentation or negotiations leading to the  
          execution of the agreement; and must clearly and  
          conspicuously make a number of specified disclosures,  
          including the cash price of the property, and the total  
          number and total amount of periodic payments necessary to  
          acquire ownership of the property.  [CC Section 1812.623.]

           Existing law  provides that no rental-purchase agreement may  
          contain certain specified provisions with respect to such  
          things as fees, repossession, waivers, security interest,  
          consumer liability for loss or damage, and civil actions.   
          Any prohibited provision in a rental-purchase agreement is  
          void and unenforceable, and any agreement containing a  
          prohibited provision is voidable by the consumer.  [CC  
          Section 1812.624.]

           Existing law  provides, as specified, that the consumer has  
          the right to acquire ownership of the property at any time  
          after the initial payment by making all past due payments  
          and fees and an amount equal to the cash price stated in  
          the rental-purchase agreement multiplied by a fraction that  
          has as its numerator the number of periodic payments  
          remaining and that has as its denominator the total number  
          of periodic payments.  [CC Section 1812.632.]

           This bill  would define "cash price" as the price of the  
          personal property described in the rental-purchase  
          agreement that the consumer may pay in cash to the lessor  
          at the inception of the rental-purchase agreement to  
          acquire ownership of that personal property.
           This bill  would define "appliance" as including any  
          refrigerator, freezer, range including any cooktop or oven,  
          microwave oven, washer, dryer, dishwasher, room air  
          conditioner, or air purifier.

           This bill  would define "electronic set" as including any  
          television, radio, camera, video game, or any type of  
          devise for the recording, storage, copying, printing,  
          transmission, display, or playback of any sound or image,  
          but would not include any item that is part of a computer  
          system.
                                                                       




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           This bill  would define "computer system" as a computer  
          processor and a video monitor, printer, and peripheral  
          items primarily designed for use with a computer.  Audio  
          and video devices, which are commonly used for  
          entertainment and into which data may be downloaded from a  
          computer, would not be part of a computer system.  

           This bill  would define "lessor's cost" as the documented  
          actual cost, including freight charges, of the rental  
          property to the lessor from a wholesaler, distributor,  
          supplier, or manufacturer and net of any discounts,  
          rebates, and incentives.  

           This bill  would define "total payments" to mean the total  
          amount of periodic payments necessary to acquire ownership  
          of the property that is the subject of the rental-purchase  
          agreement if the consumer makes all regularly scheduled  
          payments.  

           This bill  would provide that the consumer has the right to  
          acquire ownership of the property within three months of  
          the date the consumer executed the rental-purchase  
          agreement by paying the lessor an amount equal to the cash  
          price and any past dues fees less all periodic payments the  
          consumer has paid.   This bill  would also provide that,  
          within 10 days after the consumer executes the agreement,  
          the lessor must personally deliver or send by first-class  
          mail the consumer a notice informing the consumer of the  
          three-month purchase rights.

           This bill  would provide that a lessor must maintain records  
          that establish the lessor's cost, as defined, for each item  
          of personal property that is the subject of a  
          rental-purchase agreement.  

           This bill  would provide that the maximum cash price for the  
          lessor's first rental of property subject to a  
          rental-purchase agreement may not exceed 1.65 times the  
          lessor's cost for computer systems and appliances; 1.7  
          times the lessor's cost for electronic sets, 1.9 times the  
          lessor's cost for furniture; and 1.65 times the lessor's  
          cost for all other items.  

           This bill  would provide that the maximum total of payments  
                                                                       




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          may not exceed 2.25 times the maximum cash price that could  
          have been charged for the first rental of the property, as  
          specified.
           This bill  would provide that the maximum total of payments  
          for the lessor's second and subsequent rental of the  
          property may not exceed the maximum total of payments  
          permitted for the first rental of the property less: (1)  
          for appliances and electronic sets, one-third the amount of  
          all rental payments paid to the lessor by consumers who  
          previously rented that property; or (2) for furniture,  
          computer systems, and all other items, one-half the amount  
          of all rental payments paid to the lessor by consumers who  
          previously rented the property.  

           This bill  would provide that the maximum cash price for  
          property on its second or subsequent rental may not exceed  
          the maximum total of payments for the property under the  
          bill's provisions divided by 2.25.  

           This bill  would provide that, if a lessor willfully  
          discloses a cash price or a total of payments that exceeds  
          the amount permitted by the bill's provisions, the  
          agreement is void, the consumer shall retain the property  
          without any obligation, and the lessor shall refund to the  
          consumer all amounts paid.

           This bill  would provide that, on or after June 1, 2005 to  
          December 31, 2005, inclusive, a lessor may comply with  
          Sections 1812.622, 1812.623, 1812.624, 1812.632, and  
          1812.644 as amended by this bill in lieu of complying with  
          those sections as they were in effect before the effective  
          date of this bill without incurring any liability for doing  
          so.  

                                     COMMENT
           
          1.    This bill is the product of lengthy and numerous  
          negotiations  

            Over the past two years, the AG's office has engaged in  
            lengthy and numerous discussions and negotiations with  
            the rent-to-own industry to address problems encountered  
            with the Act's provisions; problems with enforcement of  
            the Act; issues related to a 2003 Legislative Counsel  
            Opinion letter discussed below; and issues raised by the  
                                                                       




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            Griego case (unpublished decision).  The AG and the  
            industry state that this bill is a result of those  
            discussions and negotiations.  CAOC (Consumer Attorneys  
            of California), however, has some concerns.  [See Comment  
            7.]

          2.    Stated need for the bill  

            The AG writes, in support:

               This measure makes important changes to the Karnette  
               Rental Purchase Act which comprehensively governs the  
               sale, rental, and purchase of consumer items under  
               rent to own transactions.   The rent-to-own (RTO)  
               business serves a significant niche market that  
               straddles the rental and retail sales markets.   
               Although some customers are only interested in renting  
               various items, the vast majority of renters intend to  
               acquire ownership and would be shopping at retail  
               establishments and discount stores if they had the  
               credit or cash to do so.  

               These consumers obtain substantial advantages through  
               RTO transactions.  An RTO transaction does not require  
               a credit check, is based on weekly payments, entails  
               no obligation to continue making payments (the  
               consumer can stop at any time and return the goods  
               without further obligation, debt collector pressure,  
               or adverse credit reporting), obligates the rental  
               company to maintain the rented items in good working  
               order, allows the consumer who turns back rented goods  
               to reinstate the rental at a later date within one  
               year by getting an equivalent rental item and resuming  
               payments, and permits a consumer to acquire ownership  
               either by exercising an early purchase option  
               predicated on a percentage of the cash price stated in  
               the contract or by making all regularly scheduled  
               rental payments. 

               RTO transactions, however, can be very expensive and  
               current law does not regulate the maximum prices that  
               may be charged. Under current law, a rental company  
               has to disclose the cash price of the rented item in  
               the contract.  The "cash price" is defined as the  
               price at which willing buyers are paying willing  
                                                                       




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               sellers for the item in the relevant trade area.  This  
               calculation has not worked well because the  
               determination of cash price requires a regular survey  
               of the market which imposes an administrative burden  
               on rental companies and a burden on law enforcement to  
               determine what the real cash price is.  

               AB 594 addresses the problem by creating reasonable  
               bright-line pricing caps for the cash price and total  
               of payments.  The bill would ensure that consumers are  
               not taken advantage of by unconscionable pricing and  
               at the same time would provide sufficient margin for  
               RTO companies to function profitably.  In addition,  
               this measure will help law enforcement by making it  
               easier to obtain documentation supporting the cash  
               price and payments disclosed in the contract.

               Finally, AB 594 will provide a means of setting the  
               cash price for used items, and add a "3-months same as  
               cash" provision that would enable customers to buy  
               items at the cash price within the first three months  
               and get a credit for all prior payments.  This will  
               provide significant benefits to consumers who are able  
               to acquire ownership. 

          The sponsor, Rent A Center, writes:

               AB 594 will correct a major ambiguity [in the law]  
               relating to product price caps.  Specifically, a  
               recent court decision in the case of Griego, et al. v.  
               Rent-A-Center, Inc., et al., Case No. JPPC 4244,  
               interpreted the Act to require a court to factually  
               determine whether a retailer is in compliance with the  
               Act's definition of "cash price."  Under the court's  
               interpretation, a consumer, enforcement agency, or the  
               retailer would not know whether prices are in  
               compliance until there is a court decision made on the  
               specific facts of the case.  This creates significant  
               disadvantage to all parties.  A consumer or  
               enforcement authority would have to sue in court just  
               to know whether a retailer had overcharged a consumer.  
                Similarly, a retailer would not know whether they  
               have set their prices in compliance with the Act until  
               they are sued and a court renders a decision.  This  
               creates a difficult situation for all parties to make  
                                                                       




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               sure that the appropriate prices are being charged and  
               that the Act is being followed.  To highlight the  
               ambiguity in the law, a [2003] Legislative Counsel  
               Opinion took a position contrary to the Griego court  
               stating that the definition of "cash price" can be met  
               without a court ruling if the retailer follows the  
               objective standards specified in the Act.  This  
               ambiguity must be corrected to provide clear direction  
               for consumers, enforcement agencies, and retailers to  
               comply with this important segment of the Act.  

          3.    Bill proposes new parameters for cash price caps on  
          rent-to-own products  

            This bill would provide that the maximum cash price for  
            the lessor's first rental of personal property may not  
            exceed 1.65 times the lessor's cost for computer systems  
            and appliances; 1.7 times the lessor's cost for  
            electronic sets, 1.9 times the lessor's cost for  
            furniture; and 1.65 times the lessor's cost for all other  
            items.  The bill would further provide that the maximum  
            total of payments may not exceed 2.25 times the maximum  
            cash price that could have been charged for the first  
            rental of the property.  

            This bill would also provide that the maximum total of  
            payments for the lessor's second and subsequent rental of  
            the property may not exceed the maximum total of payments  
            permitted for the first rental of the property less: (1)  
            for appliances and electronic sets, one-third the amount  
            of all rental payments paid to the lessor by consumers  
            who previously rented that property; or (2) for  
            furniture, computer systems, and all other items,  
            one-half the amount of all rental payments paid to the  
            lessor by consumers who previously rented the property.   
            And, the bill would provide that the maximum cash price  
            for property on its second or subsequent rental may not  
            exceed the maximum total of payments for the property  
            under the bill's provisions divided by 2.25.  

            The AG asserts that these parameters for price caps will  
            bring certainty to what "cash price" means in the  
            rent-to-own market, and provide consumers greater  
            protection from price gouging or overreaching by RTOs  
            than is available under current law.  
                                                                       




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          4.    Do the definition sections for "appliances" and  
            "electronic set" need to be expanded?  

            The bill's provisions would define "applicance" and  
            "electronic set" to include certain specified items.  

            Should the definition of "appliance" be expanded to  
            include such things as convection ovens, toaster ovens,  
            and vacuums?

            Should the definition of "electronic set" be expanded to  
            make sure such things as speakers are covered by the  
            bill?

          5.    Legislative Counsel's 2003 opinion, and the Griego  
          court decision  

            In 2003, Legislative Counsel issued an opinion regarding  
            the Act that found that "cash price" of new personal  
            property, as disclosed by the lessor in rental-purchase  
            agreements may be an amount that is equal to or less than  
            twice the documented actual cost, including freight  
            charges, of the rental property to the lessor from a  
            wholesaler, distributor, or manufacturer.  The AG  
            disagrees with this opinion, noting that the current law  
            provides that "twice the documented actual cost" may be  
            evidence of "cash price" and ignores the current  
            statutory definition of "cash price."  (See Changes to  
            Existing Law.)  

            In contradiction to Legislative Counsel's opinion, the  
            sponsor writes that the Griego court decision  
            [unpublished and settled in 2005] held that the Act  
            requires a court to factually determine on a case-by-case  
            basis whether an RTO has complied with the Act's  
            definition of "cash price."  Both the RTO industry and  
            the AG assert that this contradiction is best rectified  
            by this bill, which would provide greater certainty as to  
            what "cash price" means for purposes of rental-purchase  
            agreements.  

          6.    Is the retroactivity provision in the bill  
          problematic?  

            This bill would provide that, on or after June 1, 2005 to  
                                                                       




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            December 31, 2005, inclusive, a lessor may comply with  
            Sections 1812.622, 1812.623, 1812.624, 1812.632, and  
            1812.644 as amended by this bill in lieu of complying  
            with those sections as they were in effect before the  
            effective date of this bill without incurring any  
                   liability for doing so.  

            The AG asserts that this provision does not raise  
            retroactivity concerns for several reasons.  First, the  
            AG states that its investigation into the RTO industry  
            has revealed substantial noncompliance with current law  
            cash price requirements, and the AG believes that  
            allowing optional compliance with the bill's provisions  
            would facilitate the settlement or resolution of cases,  
            and would provide better protection to the public until  
            January 1, 2007, which would be the effective date of  
            this bill.

            Second, the AG asserts that, in general, retroactive  
            legislation violates due process rights only if the legal  
            consequences of past activity is changed to the detriment  
            of the person who engaged in the activity, such as a loss  
            of property rights, or addition liability.  Here, the AG  
            argues, that RTO companies would have the option of  
            continuing to comply with current law, or be relieved of  
            liability for noncompliance with current law if they  
            comply with the far more rigorous requirements of this  
            bill.  

            Finally, the AG posits that there is nothing per se  
            unconstitutional about retroactive legislative  
            provisions.  

            TO CLARIFY THE APPLICATION OF THIS PROVISION, SHOULD THE  
            DATES BE AMENDED TO JUNE 1, 2005 TO DECEMBER 31, 2006?

          7.    Consumer Attorneys of CA's (CAOC) concerns with the  
          bill's provisions  

            CAOC has submitted a letter of concern.  The primary  
            concern CAOC raises is that the use of the manufacturer's  
            suggested retail price (MSRP), with respect to the cash  
            price of home appliances and home electronics, would be  
            eliminated under the bill's provisions.  CAOC writes:

                                                                       




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               [U]tilizing market pricing and MSRP to evidence cash  
               price is a vital reference.  An overwhelming majority  
               of manufacturers provide MSRP information for their  
               electronic and furniture goods they sell to RTOs.   
               MSRP information is readily available to RTOs and  
               others at the time they purchase the goods from the  
               manufacturer.  Obtaining this information is not  
               cumbersome, nor would it require a "regular survey" of  
               the market.  CAOC is concerned that striking the  
               reference to the MSRP to establish the "cash price"  
               eliminates the single-most consistent, and reasonably  
               attainable piece of evidence that can demonstrate what  
               the true market cash price is.  Without reference to  
               the MSRP, we are concerned that the RTOs will be able  
               to utilize the new cash formulas to set their pricing  
               of goods at values that may range between 8% to 50%  
               above the MSRP.

            The AG disagrees with these concerns and counters with  
            the following points:
                 The MSRP is at most the sale price which a  
               manufacturer would like to see charged retail  
               consumers in a conventional retail sale.  An RTO is  
               not a conventional sale, in that substantially higher  
               overhead costs are involved, including delivery,  
               pick-up, restocking, product maintenance,  
               reinstatement, and administration of weekly payments.   
               In addition, higher costs may be involved in dealing  
               with individuals who often have no or poor credit  
               histories.
                 MSRP is not a benchmark used in the retail industry  
               to establish retail price.  Retailers base price on  
               product cost, overhead, and most importantly, market  
               demand.  Retailers are much more concerned with what  
               competitors are charging for a product than what the  
               manufacturer's MSRP is. 
                 MSRP does not have the force of law, and requiring  
               it might actually undermine antitrust law disfavoring  
               resale price maintenance.  
                 Current law allows MSRP to be considered as  
               evidence of the market price for home appliances and  
               electronics.  Current law also allows an RTO to use an  
               amount equal to twice its wholesale cost plus freight  
               as evidence of cash price.  Nothing in current law  
               makes either of these forms of evidence superior to  
                                                                       




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               the other, and neither is conclusive of cash price.  
                 Current law provides that cash price is the price  
               at which retail sellers are selling and retail buyers  
               are buying a product in the trade area where the RTO  
               is located.  This means that, under current law, a  
               determination of cash price involves a fact intensive  
               inquiry, and is not a matter of resorting to MSRP.
                 Under current law, MSRP may only be used for  
               appliances and electronics, and therefore provides no  
               guidance for furniture which represents a substantial  
               share of RTO transactions, approximately 40% for large  
               RTOs.  

            SHOULD THE BILL BE AMENDED TO PROVIDE THAT, FOR HOME  
            APPLIANCES AND ELECTRONICS, RTO ENTITIES WOULD BE  
            REQUIRED TO DISCLOSE THE MSRP PRIOR TO EXECUTING A  
            RENTAL-PURCHASE AGREEMENT?

          8.    Technical and recommended amendments  

            On page 4, line 15, after "including," insert:  "actual"

            On page 4, line 18, after "Total," insert: "of"

            On page 5, line 8, after "total," insert: "of"

            On page 6, delete lines 24 through 40, and on page 7,  
            delete lines 1 through 7, and insert a box as follows:



          On page 9, delete line 5, and insert:  "other than the  
          county in which"

          On page 9, line 27, delete "of" and insert: "or"


          Support:  Office of the Attorney General

          Opposition:  None Known

                                     HISTORY
           
          Source:  Rent A Center, Inc.

                                                                       




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          Related Pending Legislation:  None Known

           Prior Legislation:  AB 722 (Karnette, Chapter 1026,  
                        Statutes of 1994) enacted the Karnette  
                        Rental-Purchase Act.  The Act requires every  
                        rental-purchase agreement to be in writing  
                        and to contain specified information,  
                        including a description of the property and  
                        the total number and total amount of periodic  
                        payments necessary to acquire the property.   
                        The Act also prohibits the inclusion of  
                        certain provisions in these agreements.  The  
                        Act also specifies the parameters of the  
                        consumer's liability for loss of, or damage  
                        to, the property and those of permissible  
                        security deposits.  The Act also regulates  
                        the advertisement of rental-purchase  
                        agreements, including the sending of  
                        solicitation or other promotional materials.   
                        The Act also provides that any waiver or  
                        modification of its provisions is void and  
                        unenforceable as contrary to public policy.  

          Prior Vote:   Assembly Business and Professions Committee  
          (Ayes 10, Noes 0)
                   Assembly Appropriations Committee (Ayes 18, Noes  
                   0)
                   Assembly Floor (Ayes 73, Noes 0)
                   (The Senate Judiciary Committee staff notes that  
                   the bill has been significantly amended since  
                   these votes.)
                                        

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