BILL ANALYSIS                                                                                                                                                                                                    






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


          SB 1482                                                S
          Senator Romero                                         B
          As Amended April 17, 2006
          Hearing Date:  May 9, 2006                             1
          Family Code                                            4
          GMO/BCP:cjt                                            8
                                                                 2

                                     SUBJECT
                                         
                        Child Custody:  Move-away Cases

                                   DESCRIPTION  

          The bill would create a statutory presumptive right  
          affecting the burden of proof for a custodial parent to  
          change the residence of the child.  

          The bill would require a noncustodial parent to make a  
          prima facie showing of the harm the child will suffer as a  
          result of the relocation, which would necessitate a change  
          in custody.  It would provide that normal incidences of  
          moving, as specified, would not suffice to require an  
          evidentiary hearing on the relocation.  

          Finally, this bill would make the rules on the prima facie  
          showing and the need for an evidentiary hearing applicable  
          to an existing custody arrangement, whether established by  
          court order, stipulation, de facto arrangement, or  
          otherwise.

                                    BACKGROUND  

          Move-away cases involve instances where the custodial  
          parent chooses to relocate with the minor child.   
          Noncustodial parents may be faced with a situation where  
          their child moves too far away, such as out of state, so  
          that their visitation rights or custody arrangements are  
          substantially affected.  Over the past decade, much case  
          law has developed on the right of custodial parents to  
                                                                 
          (more)



          SB 1482 (Romero)
          Page 2



          relocate their children away from noncustodial parents.

          In 1996, the California Supreme Court decided In re  
          Marriage of Burgess (1996) 13 Cal.4th 25, which clarified  
          the standard for move-away cases.  That court stated that  
          modification of custody in move-away cases, as in every  
          other case, requires a showing of a "change of  
          circumstances so affecting the minor child that  
          modification is essential to the child's welfare." [In re  
          Marriage of Burgess (1996) 13 Cal. 4th 25, 37.]  The  
          holding, combined with existing Family Code provisions,  
          requires any order modifying custody based on change of  
          residence to be based upon detriment to the child as a  
          result of the move.  SB 156 (Burton), Ch. 674, Stats. of  
          2003 declared that In re Marriage of Burgess was the public  
          policy of the State of California.  This bill would not  
          affect this declaration of public policy.

          Burgess, as well as subsequent cases Montenegro v. Diaz  
          (2001) 26 Cal.4th 249, In re Marriage of Navarro and La  
          Musga (2004) 32 Cal. 4th 1072, and In re Marriage of Brown  
          and Yana (2006) 37 Cal. 4th 947, are discussed collectively  
          in Comment 2.


                             CHANGES TO EXISTING LAW
           
          1.    Existing law  states that a custodial parent has a  
            right to change the residence of a child, subject to the  
            court's power to restrain a removal that would prejudice  
            the rights or welfare of the child. [Fam. Code  7501.]

             Existing case law  places the initial burden on the  
            noncustodial parent to demonstrate that a change in  
            residence would result in detriment to the child  
            sufficient to warrant modification of custody.  After  
            that initial burden is met by the noncustodial parent,  
             existing case law  requires the court to determine whether  
            a change in custody is in the best interests of the  
            child. [In re Marriage of Burgess (1996) 13 Cal.4th 25;  
            In re Marriage of Navarro and La Musga (2004) 32 Cal. 4th  
            1072, 1078; Fam Code  3011.]

             Existing law  states that the Burgess ruling is the public  
            policy and law of the state. [Fam. C.  7501(b).]
                                                                       




          SB 1482 (Romero)
          Page 3




             This bill  would instead state that the custodial parent  
            has a presumptive right affecting the burden of proof to  
            change the residence location of the child.  
             
            This bill  would place the burden of proof on the  
            noncustodial parent to demonstrate both that a change in  
            residence would result in detriment to the child  
            sufficient to warrant modification of custody, and that a  
            change of custody is in the best interests of the child.

          2.    Existing case law  does not require a court to hold an  
            evidentiary hearing in move-away cases where the  
            noncustodial parent's evidence of detriment to the child  
            "is insubstantial in light of all the circumstances  
            presented in the case, or is otherwise legally  
            insufficient to warrant relief."  [In re Marriage of  
            Brown and Yana (2006) 37 Cal. 4th 947, 962.]

             This bill  would require a noncustodial parent seeking to  
            restrain a child's relocation to make a prima facie  
            showing of specific facts showing the detriment the child  
            will suffer as a result of relocation.  Additionally,  
             this bill  would require those facts to demonstrate that a  
            change in custody is necessary.  

             This bill  would provide that evidence of normal  
            incidences of moving would be insufficient, in and of  
            themselves, to establish detriment to the child, and on  
            that basis no evidentiary hearing would be required  
            regarding the relocation.

          3.    Existing case law  , Montenegro v. Diaz, holds that the  
            changed circumstances rule in move-away cases applies to  
            final judicial custody determinations and that a  
            stipulated custody order is a final judicial custody  
            determination for purposes of the changed circumstance  
            rule only if there is a clear, affirmative indication the  
            parties intended such a result.

             This bill  would apply the changed circumstances rule, as  
            well as the burden of proof and evidentiary hearing  
            thresholds, to existing custody arrangements, whether  
            established by court order, stipulation, de facto  
            arrangement, or otherwise.
                                                                       




          SB 1482 (Romero)
          Page 4




                                     COMMENT
           
          1.    Stated need for the bill  

            According to the author, under existing law, the courts  
            are misallocating the burden of proof in relocation  
            cases, and compelling a child's custodial parent to  
            undergo a lengthy and expensive trial when there is scant  
            evidence from the noncustodial parent that the proposed  
            move would be harmful to the child.  The author believes  
            that the California Supreme Court's decision in In re  
            Marriage of Navarro and La Musga (2004) 32 Cal. 4th 1072  
            undermines the Burgess decision which was codified in  
            2003 as the law of the state. 

            SB 1482, the author states, seeks to reestablish the  
            presumptive right of custodial parents to relocate after  
            a divorce.  "This bill seeks to provide clear guidance  
            for when a relocation would be prohibited, focusing on  
            the welfare of a child and preserving the stability of  
            the existing custodial placements?This bill will achieve  
            the above aims by codifying Part B of the California  
            Supreme Court decision In re Marriage of Brown and Yana  
            (2006), which discusses and clarifies the showing  
            required by a noncustodial parent to warrant a trial on  
            the relocation issue."

          2.    Burgess, La Musga, Yana and Montenegro are not  
          inconsistent
           
            After Burgess, several cases further clarified the  
            detriment to the child standard in these move-away  
            situations.  The two most relevant to SB 1482 are In re  
            Marriage of Navarro and La Musga, supra, and In re  
            Marriage of Brown and Yana (2006) 37 Cal. 4th 947.  La  
            Musga clarified that the "detriment to the child's  
            relationship with the noncustodial parent . . . caused by  
            the proposed move, when considered in light of all the  
            relevant factors, may warrant denying a request to change  
            the child's residence." [32 Cal. 4th 1072, 1097.]  Thus,  
            after La Musga, "just as a custodial parent does not have  
            to establish that a planned move is 'necessary,' neither  
            does a noncustodial parent have to establish that a  
            change of custody is 'essential' to prevent detriment to  
                                                                       




          SB 1482 (Romero)
          Page 5



            the children from the planned move. Rather, the  
            noncustodial parent bears the initial burden of showing  
            that the proposed relocation of the children's residence  
            would cause detriment to the children, requiring a  
            reevaluation of the children's custody."  [Id. at 1078.]   
              Advocates for protecting the custodial parent's  
            relocation rights saw this as a weakening of the Burgess  
            holding.  Others saw this as strengthening the court's  
            ability to distinguish cases and make relocation  
            decisions in the best interests of the child or children.

            The second case, Yana, held that no evidentiary hearing  
            is required by a trial court unless the noncustodial  
            parent makes a prima facie showing of detriment to the  
            child as a result of the proposed move.  The original  
            version of SB 1482 sought only to codify the holding in  
            Yana; however, recent amendments expanding the scope of  
            SB 1482 revisit the holding of La Musga, supra.   

            In fact, SB 1482 in its current form, if enacted, would  
            also abrogate another Supreme Court case, Montenegro v.  
            Diaz (2001) 26 Cal.4th 249.  Montenegro  affirmed that  
            the changed circumstances rule applies to "final judicial  
            custody determinations" and that a stipulated custody  
            order is a final judicial custody determination for  
            purposes of the changed circumstances rule only if there  
            is a clear, affirmative indication the parties intended  
            such a result." (See Comment 4)

            Some proponents of SB 1482 argue that the bill is  
            necessary in order to ensure that trial and appellate  
            courts are faithful to the Supreme Court's relevant  
            precedents.  They state that "codification is imperative,  
            as the lower courts have often ignored the commands of  
            the Supreme Court through misapplication of the  
            principles SB 1482 spells out." [Letter from Carol S.  
            Bruch, Professor Emeritus of the UC Davis Law School,  
            dated April 28, 2006.]  However, the statement ignores  
            the fact that by labeling "normal incidences of moving,"  
            such as increasing the distance from the noncustodial  
            parent, change of schools or neighborhoods, or alteration  
            of the custody or visitation schedule, as non-factors in  
            the context of the changed circumstances rule, the bill  
            ignores, or attempts to discredit, the Supreme Court's  
            decision in La Musga.
                                                                       




          SB 1482 (Romero)
          Page 6





          3.    SB 1482 would recodify the presumptive right to  
            relocate articulated by Burgess, reduce the impact of La  
            Musga, barely codify Yana and abrogate Montenegro  

            SB 1482 would give the custodial parent a presumptive  
            right affecting the burden of proof to change the  
            residence of the child, already the law under Burgess and  
            its progeny.  Additionally, SB 1482 would require a prima  
            facie showing by the noncustodial parent of facts  
            demonstrating harm to the child as a result of a proposed  
            relocation that necessitates a change in custody.  No  
            evidentiary hearing would be required if the noncustodial  
            parent's asserted detriment to the child consists of  
            normal instances of moving (factors enumerated in Burgess  
            and La Musga as relevant to the court's determination of  
            the best interests of the child).  Finally, the rules  
            articulated here would apply to existing custody  
            arrangements, whether established by a court order, by  
            stipulation, de facto arrangement, "or otherwise,"  
            (abrogating the Montenegro decision).

            Thus, in one fell swoop would SB 1482 deal with the four  
            major cases affecting move-away cases decided by the  
            Supreme Court so deliberately over the last 10 years.

            The Judicial Council, as well as the California Judges  
            Association, is opposed to SB 1482.  They argue that SB  
            1482 would unduly limit the discretion of the court in  
            child custody cases to make decisions in the best  
            interest of the children involved.  While current law, as  
            expressed in statute as well as the series of Supreme  
            Court cases, recognizes that a parent who has primary  
            custody pursuant to a final custody order has the right  
            to relocate with his or her child, it also imposes on the  
            other parent a requirement to make a showing that the  
            move would be detrimental to the child before the court  
            can consider a change in the custodial arrangement.  SB  
            1482, the Judicial Council states, would severely limit  
            the authority of the court to consider the necessity of  
            making a custodial change in response to an intended move  
            by a custodial parent.  

            In particular, the Judicial Council points out that while  
                                                                       




          SB 1482 (Romero)
          Page 7



            SB 1482 is sponsored by the same group that sponsored the  
            bill that declared Burgess to be the public policy of the  
            state, many of the provisions in SB 1482 are at odds with  
            the decision in Burgess, and fail to strike the  
            child-centered balance made by the Burgess court:  

               SB 1482 would bar the court from granting an  
               evidentiary hearing based solely upon the  
               distance of the move (regardless of how far),  
               changes in schools or neighborhoods, or an  
               alteration of the custody and visitation  
               schedule.  Some of these prohibited categories  
               are exactly the kinds of issues that the Burgess  
               court stated were appropriate for a court to  
               consider in determining whether a relocation was  
               sufficiently detrimental to warrant a change of  
               custody.  The court needs to retain the  
               discretion to determine whether these "incidences  
               of moving" are sufficient to warrant an  
               evidentiary hearing based on the facts presented  
               in an individual case.

          4.    SB 1482 would abrogate the court's unanimous holding  
            in Montenegro, place temporary orders and short-term de  
            facto arrangements on equal footing with final judicial  
            custody orders or by stipulation of the parties

             The opponents are particularly troubled by the apparent  
            intent of SB 1482 to abrogate the Supreme Court's  
            unanimous holding in Montenegro, that held the court is  
            required to make child custody determinations using a  
            "best interests of the child standard" until a final  
            custody order has been entered.  Once a final order has  
            been entered, a party seeking to change the custody of  
            the child must show that there has been a substantial  
            change of circumstances that supports the court reopening  
            the custody determination.  But prior to that point the  
            court is required to review the case using the best  
            interest standard.

            The Judicial Council states,

                This principle is an important one to preserve  
                because it allows the court and the parties to  
                make short-term arrangements upon separation  
                                                                       




          SB 1482 (Romero)
          Page 8



                without a full consideration of the best  
                arrangement for the child on a long term basis.   
                SB 1482 would undermine this principle? It would  
                create a disincentive for parties to voluntarily  
                enter into any agreement that might allow one  
                party to relocate under the terms of section 7501,  
                and for those parties who are able to temporarily  
                achieve the status of a custodial parent and are  
                not acting in the best interest of the child, it  
                would create an incentive to relocate with the  
                child to strengthen the strategic position of the  
                parent in the custody litigation.

            The California Judges Association echoes this concern,  
            stating that "[i]t is vital to maintain clear and uniform  
            standards in this area of the law.  SB 1482 fails to  
            address the distinctions between initial decisions and  
            modifications to final orders.  The bill also does not  
            reflect the differences between the best interest and  
            changed circumstances standards.  Finally, SB 1482 would  
            restrict judicial discretion to make appropriate orders  
            in these custody cases."

            The Family Law Section of the State Bar also opposes the  
            bill on the basis that relocation (move-away) law is a  
            very complex area and because of its complexity, the  
            courts are the best qualified to interpret under existing  
            law what is best for a particular child or family  
            situation it is reviewing and how to best interpret  
            applicable case law.

            SHOULD THE COURTS BE ALLOWED TO APPLY THEIR DECISIONS IN  
            BURGESS, LA MUSGA, YANA, AND MONTENEGRO ON A CASE-BY-CASE  
            BASIS?

          5.    Supporters' arguments  
             
             SB 1482 is supported by many women's groups.  They  
            believe that freedom to relocate is of paramount  
            importance to custodial families, "most of which are  
            headed by women."  Considering that unmarried women and  
            their dependent children are the poorest of the poor in  
            California, compounded by the state's poor economic  
            outlook, the increasing demands for mobility within the  
            employment market, sponsor California Women's Law Center  
                                                                       




          SB 1482 (Romero)
          Page 9



            states, emphasize the critical need for the courts to  
            have clear statutory guidance for resolving cases in  
            which relocation by a custodial parent and child is  
            opposed by a noncustodial parent.  "SB 1482 promotes  
            judicial efficiency and consistency, as well as promotes  
            the well-being of families, by creating legal standards  
            for move away cases, including codifying basic principles  
            for deciding these cases as established by case law."

            Other supporters join the issues raised by SB 1482 to  
            domestic violence, stating that its provisions, while not  
            directly addressing domestic violence, are "critical to  
            ensuring the safety and overall well-being of domestic  
            violence victims who have courageously left their  
            abusers." [Letter from Haven Hills Inc., dated April 12,  
            2006.] They argue that after separation, abusers often  
            use the family court system as a "symbolic battleground"  
            on which to continue to abuse and punish their victim and  
            to drain them both emotionally and financially, citing  
            the American Psychological Association Presidential Task  
            Force on Violence and the Family, Violence and the Family  
            (1996) and Issues and Dilemmas in Family Violence (1998)  
            studies.  They assert that SB 1482 helps ensure that  
            domestic violence victims will not be forced to engage in  
            frivolous, costly and prolonged litigation with their  
            batterers over relocation issues.
           
           Support:   National Council of Jewish Women (Los Angeles);  
                  Sojourn;  California Commission on the Status of  
                  Women; Coalition for Family Equity; California  
                  National Organization for Women (California NOW);  
                  California Partnership to End Domestic Violence;  
                  Haven Hills, Inc.; Coalition to Abolish Slavery and  
                  Trafficking (CAST);  Marin Abused Women's Services;  
                  Women For; BPW USA; Santa Clara County Domestic  
                  Violence Advocacy Consortium; Janet Bowermaster,  
                  Associate Dean of California Western School of Law;  
                  Carol S. Bruch, Professor Emeritus at the UC Davis  
                  School of Law 
          Opposition:  Judicial Council; California Judges  
                   Association; Family Law Section of the State Bar  
                   of California; California Psychological  
                   Association; California Alliance for Families and  
                   Children; Alliance for Children Concerned About  
                   Move-Aways; California Parents United, Inc.; San  
                                                                       




          SB 1482 (Romero)
          Page 10



                   Diego Men's Center; National Coalition of Free Men  
                   San Diego; Men's Advocacy Network; 10 individual  
                   letters; form letters from over 1,000 individuals

                                     HISTORY
           
          Source:  California Women's Law Center

          Related Pending Legislation:  None Known

          Prior Legislation: SB 730 (Burton, 2004), died in the  
                         Assembly Judiciary Committee.)
                         
                         SB 156 (Burton, Ch. 674, Stats. 2003)  
                    codified Burgess into
                         Family Code  7501.
                         
                         SB 1367 (Burton, 2004), died in the Senate  
                         Judiciary Committee.)
                         
                         SB 504 (Wright, 1995), died in the Senate  
                         Judiciary Committee.

                         SB 1238 (Watson, 1995-06), would have  
                         authorized a study of move-away cases.  Died  
                         on file, after passing in Senate Judiciary  
                         Committee and Senate Appropriations  
                         Committee.

                                 **************