BILL ANALYSIS                                                                                                                                                                                                    







                      SENATE COMMITTEE ON PUBLIC SAFETY
                             Senator Mark Leno, Chair                S
                             2009-2010 Regular Session               B

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          SB 150 (Wright)                                             
          As Introduced February 12, 2009
          Hearing date:  April 14, 2009
          Penal Code
          SM:mc


                        SENTENCE ENHANCEMENTS: CHOICE OF TERMS  

                                       HISTORY


          Source:  Los Angeles District Attorney's Office

          Prior Legislation: SB 1701 (Romero) - Chapter 416, Stats. 2008
                       SB 1342 (Cogdill) - died in Senate Public Safety;  
          2008
                       SB 40 (Romero) - Chapter 3, Stats. 2007

          Support: California District Attorneys Association; Department  
          of Justice; California Peace                           Officers'  
          Association; California Police Chiefs Association; California  
          State    Sheriffs' Association; Crime Victims United of  
          California

          Opposition:None known

          (NOTE: ANALYSIS REFLECTS AUTHOR'S AMENDMENTS TO BE OFFERED IN  
          COMMITTEE<1>)


                                         KEY ISSUE


                             ---------------------------
          <1>   See Comments 1 and 6.



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          WHERE A SENTENCE ENHANCEMENT PROVIDES FOR ONE OF THREE TERMS OF  
          IMPRISONMENT, SHOULD JUDGES BE AUTHORIZED TO IMPOSE ANY ONE OF  
          THOSE TERMS, AT THE COURT'S DISCRETION?


                                       PURPOSE

          The purpose of this bill is to (1) allow courts, when imposing  
          sentence enhancements that provide for an upper, middle or lower  
          term, to select the appropriate term at the court's discretion;  
          (2) require the court to state its reasons on the record; and  
          (3) provide a "sunset" date of January 1, 2011, for these  
          provisions.<2>
          
           Existing law provides that when a judgment of imprisonment is to  
          be imposed and the statute specifies three possible terms, the  
          choice of the appropriate term shall rest within the sound  
          discretion of the court.  At least four days prior to the time  
          set for imposition of judgment, either party or the victim, or  
          the family of the victim if the victim is deceased, may submit a  
          statement in aggravation or mitigation.  In determining the  
          appropriate term, the court may consider the record in the case,  
          the probation officer's report, other reports including reports  
          received pursuant to Section 1203.03 and statements in  
          aggravation or mitigation submitted by the prosecution, the  
          defendant, or the victim, or the family of the victim if the  
          victim is deceased, and any further evidence introduced at the  
          sentencing hearing.  The court shall select the term which, in  
          the court's discretion, best serves the interests of justice.   
          The court shall set forth on the record the reasons for imposing  
          the term selected and the court may not impose an upper term by  
          using the fact of any enhancement upon which sentence is imposed  
          under any provision of law.  A term of imprisonment shall not be  
          specified if imposition of sentence is suspended.  

          This section, to the extent it was modified by SB 40 (Romero) to  
          address Cunningham v. California in 2007, sunsets on January 1,  

          ----------------------------
          <2> The sunset provision will be added to the bill as an  
          author's amendment in Committee.



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          2009.  (See Comment 2, infra.)  (Penal Code  1170(b).)

           Existing law  provides that the Judicial Council shall seek to  
          promote uniformity in sentencing under Section 1170, by:

                 the adoption of rules providing criteria for the  
               consideration of the trial judge at the time of sentencing  
               regarding the court's decision to:

                  o         grant or deny probation;

                  o         impose the lower, middle, or upper prison  
                    term;

                  o         impose concurrent or consecutive sentences;  
                    and

                  o         determine whether or not to impose an  
                    enhancement where that determination is permitted by  
                    law;

                 the adoption of rules standardizing the minimum content  
               and the sequential presentation of material in probation  
               officer reports submitted to the court.

          This section, to the extent it was modified by SB 40 (Romero) to  
          address Cunningham v. California in 2007, sunsets on January 1,  
          2009.  (See Comment 2, infra.)  (Penal Code  1170.3.)

           Existing law  , in the form of the California Rules of Court,  
          provides that: 

                 When a sentence of imprisonment is imposed, or the  
               execution of a sentence of imprisonment is ordered  
               suspended, the sentencing judge must select the upper,  
               middle, or lower term on each count for which the defendant  
               has been convicted, as provided in section 1170(b) and  
               these rules. 

                 In exercising his or her discretion in selecting one of  




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               the three authorized prison terms referred to in section  
               1170(b), the sentencing judge may consider circumstances in  
               aggravation or mitigation, and any other factor reasonably  
               related to the sentencing decision.  The relevant  
               circumstances may be obtained from the case record, the  
               probation officer's report, other reports and statements  
               properly received, statements in aggravation or mitigation,  
               and any evidence introduced at the sentencing hearing.

                 To comply with section 1170(b), a fact charged and found  
               as an enhancement may be used as a reason for imposing the  
               upper term only if the court has discretion to strike the  
               punishment for the enhancement and does so.  The use of a  
               fact of an enhancement to impose the upper term of  
               imprisonment is an adequate reason for striking the  
               additional term of imprisonment, regardless of the effect  
               on the total term. 
          
                 A fact that is an element of the crime upon which  
               punishment is being imposed may not be used to impose a  
               greater term. 

                 The reasons for selecting one of the three authorized  
               prison terms referred to in section 1170(b) must be stated  
               orally on the record. 

           Existing case law  establishes that, contrary to the holding of  
          the California Supreme Court in People v. Black, 35 Cal.4th 1238  
          (2005), California's determinate sentencing law prior to the  
          enactment of SB 40 (Romero) (2007) violated the right of the  
          accused to a trial by jury, as guaranteed by the Sixth Amendment  
          to the United States Constitution.  (Cunningham v. California,  
          2007 U.S. LEXIS 1324 (U.S. 2007).)


           Existing case law  established that to adjust California's  
          sentencing law to make it conform to Constitutional  
          requirements, California may either require juries "to find any  
          fact necessary to the imposition of an elevated sentence" or  
          "permit judges genuinely 'to exercise broad discretion . . .  




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          within a statutory range.'"  (Cunningham v. California, 2007  
          U.S. LEXIS 1324 (U.S. 2007).)

           Existing law  amended Penal Code sections 1170 and 1170.3, in  
          response to the Cunningham decision, to make the choice of  
          lower, middle, or upper prison term one within the sound  
          discretion of the court.  (Senate Bill 40 (Romero) - Chapter 3,  
          Stats. of 2007.)  

           Existing law  includes the following legislative findings that  
          were adopted as part of SB 40 (2007): 

               It is the intent of the Legislature in enacting this  
               provision to respond to the decision of the United  
               States Supreme Court in Cunningham v. California, No.  
               05-6551, 2007 U.S. Lexis 1324.  It is the further  
               intent of the Legislature to maintain stability in  
               California's criminal justice system while the  
               criminal justice and sentencing structures in  
               California sentencing are being reviewed.

           Existing law  amending Penal Code sections 1170 and 1170.3 (SB  
          40) also included a "sunset" provision, declaring that it's  
          provisions would remain in effect only until January 1, 2009,  
          unless a later enacted statute, that is enacted before that  
          date, deletes or extends that date.  SB 1701 (Romero) Chapter  
          416, Statutes of 2008, extended that sunset date to January 1,  
          2011.

           Existing law  provides that certain sentencing enhancements carry  
          an additional penalty of a lower, middle, or upper term of  
          years.  These sections require the court to impose the middle  
          term on the enhancement unless there are circumstances in  
          aggravation or mitigation.  (Penal Code  186.22, 186.33,  
          12021.5, 12022.2, 12022.3, 12022.4.)  

           This bill  would, when a sentence enhancement calls for the court  
          to select either a lower, middle, or upper term, delete the  
          requirement that the court impose the middle term unless there  
          are circumstances in aggravation or mitigation and instead  




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          provide that the choice of term will be within the court's  
          discretion.  The court would be required to state its reasons  
          for its sentencing choice on the record.

           This bill  provides that its provisions would "sunset" at the  
          same time as the similar provisions of SB 40, January 1, 2011,  
          unless a statute enacted before that date either deletes or  
          extends that date.  

                    RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION
          
          California continues to face a severe prison overcrowding  
          crisis.  The Department of Corrections and Rehabilitation (CDCR)  
          currently has about 170,000 inmates under its jurisdiction.  Due  
          to a lack of traditional housing space available, the department  
          houses roughly 15,000 inmates in gyms and dayrooms.   
          California's prison population has increased by 125% (an average  
          of 4% annually) over the past 20 years, growing from 76,000  
          inmates to 171,000 inmates, far outpacing the state's population  
          growth rate for the age cohort with the highest risk of  
          incarceration.<3>

          In December of 2006 plaintiffs in two federal lawsuits against  
          CDCR sought a court-ordered limit on the prison population  
          pursuant to the federal Prison Litigation Reform Act.  On  
          February 9, 2009, the three-judge federal court panel issued a  
          tentative ruling that included the following conclusions with  
          respect to overcrowding:

               No party contests that California's prisons are  
               overcrowded, however measured, and whether considered  
               in comparison to prisons in other states or jails  
               within this state.  There are simply too many  
               ----------------------
          <3>  "Between 1987 and 2007, California's population of ages 15  
          through 44 - the age cohort with the highest risk for  
          incarceration - grew by an average of less than 1% annually,  
          which is a pace much slower than the growth in prison  
          admissions."  (2009-2010 Budget Analysis Series, Judicial and  
          Criminal Justice, Legislative Analyst's Office (January 30,  
          2009).)



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               prisoners for the existing capacity.  The Governor,  
               the principal defendant, declared a state of emergency  
               in 2006 because of the "severe overcrowding" in  
               California's prisons, which has caused "substantial  
               risk to the health and safety of the men and women who  
               work inside these prisons and the inmates housed in  
               them."  . . .  A state appellate court upheld the  
               Governor's proclamation, holding that the evidence  
               supported the existence of conditions of "extreme  
               peril to the safety of persons and property."  
               (citation omitted)  The Governor's declaration of the  
               state of emergency remains in effect to this day.

               . . .  the evidence is compelling that there is no  
               relief other than a prisoner release order that will  
               remedy the unconstitutional prison conditions.

               . . .

               Although the evidence may be less than perfectly  
               clear, it appears to the Court that in order to  
               alleviate the constitutional violations California's  
               inmate population must be reduced to at most 120% to  
               145% of design capacity, with some institutions or  
               clinical programs at or below 100%.  We caution the  
               parties, however, that these are not firm figures and  
               that the Court reserves the right - until its final  
               ruling - to determine that a higher or lower figure is  
               appropriate in general or in particular types of  
               facilities.

               . . .

               Under the PLRA, any prisoner release order that we  
               issue will be narrowly drawn, extend no further than  
               necessary to correct the violation of constitutional  
               rights, and be the least intrusive means necessary to  
               correct the violation of those rights.  For this  
               reason, it is our present intention to adopt an order  
               requiring the State to develop a plan to reduce the  




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               prison population to 120% or 145% of the prison's  
               design capacity (or somewhere in between) within a  
               period of two or three years.<4>

          The final outcome of the panel's tentative decision, as well as  
          any appeal that may be in response to the panel's final  
          decision, is unknown at the time of this writing.

           This bill  does not appear to aggravate the prison overcrowding  
          crisis outlined above.


                                      COMMENTS

          1.  Author's Amendments  

          The author will offer amendments in Committee to add a sunset  
          provision and to make technical, non-substantive changes in the  
          language.

          2.  Need for This Bill  

          According to the author:

               In 2007, the United States Supreme Court held that  
               California's determinate sentencing law violated a  
               defendant's right to a jury trial because a judge was  
               required to make factual findings in order to justify  
               imposing the maximum term of a sentencing triad.   
                Cunningham v. California  (2007) 549 US 270.  The  
               Supreme Court suggested that this problem could be  
               corrected by either providing for a jury trial on the  
               sentencing issue or by giving judges authority to  
               impose either higher term without additional findings  
               ----------------------
          <4>  Three Judge Court Tentative Ruling, Coleman v.  
          Schwarzenegger, Plata v. Schwarzenegger, in the United States  
          District Courts for the Eastern District of California and the  
          Northern District of California United States District Court  
          composed of three judges pursuant to Section 2284, Title 28  
          United States Code (Feb. 9, 2009).



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               of fact.  SB 40 corrected the constitutional problem  
               by giving judges this discretion.  SB 40's approach  
               was embraced by the California Supreme Court in  People  
               v. Sandoval  (2007) 41 Cal 4th 825, 843-852.

               However, SB 40 neglected to apply the fix to sentence  
               enhancements.  Without SB 40 constitutional fix, a  
               judge arguably has no authority to apply the upper  
               term of a sentence enhancement. 

               Thirty-eight sentence enhancements are currently  
               subject to the unconstitutional sentencing scheme set  
               forth in current law.  The conduct which these  
               enhancements reach includes hate crime, use of or  
               being armed with deadly weapons during sex crimes or  
               attempted sex crimes, intentional infliction of great  
               bodily injury or death as a result of discharging a  
               firearm from a vehicle, and possession of metal  
               penetrating ammunition during the commission of a  
               felony. Without SB 40's constitutional fix, a court is  
               without legal authority to impose the upper or maximum  
               term of an enhancement.

               This bill corrects the above problem by applying SB  
               40's constitutional fix to sentence enhancements. 


          3.  Background: The Holding in Cunningham v. California:  
            California's Determinate Sentencing Law was Unconstitutional  

          Under California's determinate sentencing law (DSL), specified  
          crimes may be punished by one of three prison terms, referred to  
          as the lower, middle, or upper term.  Prior to SB 40, Section  
          1170 stated that, ". . . when a judgment of imprisonment is to  
          be imposed and the statute specifies three possible terms, the  
          court shall order imposition of the middle term, unless there  
          are circumstances in aggravation or mitigation of the crime."   
          (Penal Code  1170(b).)  Having established this system of  
          sentencing "triads," the Legislature delegated to the Judicial  
          Council the duty to adopt rules providing criteria to guide the  




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          trial judge at the time of sentencing regarding the court's  
          decision to impose the lower, middle, or upper prison term.   
          (Penal Code  1170.3.)  According to the rules of court  
          established by the Judicial Council prior to SB 40, in  
          sentencing a defendant under the DSL, "[t]he middle term must be  
          selected unless imposition of the upper or lower term is  
          justified by circumstances in aggravation or mitigation."  (Cal.  
          Rules of Court, Rule 4.420(a).)

          Prior to SB 40, the Rules of Court, Rule 4.420(b) further  
          required that, "[c]ircumstances in aggravation and mitigation  
          must be established by a preponderance of the evidence.   
          Selection of the upper term is justified only if, after a  
          consideration of all the relevant facts, the circumstances in  
          aggravation outweigh the circumstances in mitigation.  The  
          relevant facts are included in the case record, the probation  
          officer's report, other reports and statements properly  
          received, statements in aggravation or mitigation, and any  
          further evidence introduced at the sentencing hearing.   
          Selection of the lower term is justified only if, considering  
          the same facts, the circumstances in mitigation outweigh the  
          circumstances in aggravation."  

          In 2000, in the landmark ruling in Apprendi v. New Jersey, the  
          U.S. Supreme Court held that, "the Federal Constitution's  
          jury-trial guarantee proscribes a sentencing scheme that allows  
          a judge to impose a sentence above the statutory maximum based  
          on a fact, other than a prior conviction, not found by a jury or  
          admitted by the defendant."  (Cunningham v. California, 2007  
          U.S. LEXIS 1324, 11-12 (U.S. 2007), citing Apprendi v. New  
          Jersey, 530 U.S. 466, 120 S. Ct. 2348, 147 L. Ed. 2d 435 (2000);  
          Ring v. Arizona, 536 U.S. 584, 122 S. Ct. 2428, 153 L. Ed. 2d  
          556 (2002); Blakely v. Washington, 542 U.S. 296, 124 S. Ct.  
          2531, 159 L. Ed. 2d 403 (2004); United States v. Booker, 543  
          U.S. 220, 125 S. Ct. 738, 160 L. Ed. 2d 621 (2005).  The Supreme  
          Court clarified this principle in Blakely v. Washington as  
          follows:  "The relevant statutory maximum, is not the maximum  
          sentence a judge may impose after finding additional facts, but  
          the maximum he may impose without any additional findings."   
          Blakely, supra 542 U.S., at 303-304, 124 S. Ct. 2531, 159 L. Ed.  




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          2d 403 (emphasis in original).  

          In finding that California's DSL, prior to SB 40, violated the  
          right to a trial by jury, as defined under Apprendi, the Supreme  
          Court stated, "California's DSL, and the rules governing its  
          application, direct the sentencing court to start with the  
          middle term, and to move from that term only when the court  
          itself finds and places on the record facts - whether related to  
          the offense or the offender - beyond the elements of the charged  
          offense."  (Cunningham v. California, 2007 U.S. LEXIS 1324 (U.S.  
          2007).)  Because, prior to SB 40, California's DSL required the  
          judge, in order to impose the upper term, to find facts that  
          were not elements of the offense found true by the jury, and  
          because the court could find those facts by a preponderance of  
          the evidence as opposed to the higher standard of beyond a  
          reasonable doubt, the DSL did exactly what was forbidden under  
          Apprendi, namely, it "allows a judge to impose a sentence above  
          the statutory maximum based on a fact, other than a prior  
          conviction, not found by a jury or admitted by the defendant."   
          (Apprendi, supra, 530 U.S. 466.)  "This Court has repeatedly  
          held that, under the Sixth Amendment, any fact that exposes a  
          defendant to a greater potential sentence must be found by a  
          jury, not a judge, and established beyond a reasonable doubt,  
          not merely by a preponderance of the evidence."  (Cunningham v.  
          California, 2007 U.S. LEXIS 1324 (U.S. 2007).)

          In sum, the Court held: "Because circumstances in aggravation  
          are found by the judge, not the jury, and need only be  
          established by a preponderance of the evidence, not beyond a  
          reasonable doubt, . . . the DSL violates Apprendi's bright-line  
          rule: Except for a prior conviction, 'any fact that increases  
          the penalty for a crime beyond the prescribed statutory maximum  
          must be submitted to a jury, and proved beyond a reasonable  
          doubt.'"  (Cunningham v. California, 2007 U.S. LEXIS 1324 (U.S.  
                                                   2007), citation omitted.)

          4.  SB 40 (2007) Amended California's DSL to Satisfy  
          Constitutional Requirements  

          While the Supreme Court, in its Cunningham decision, found that  




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          California's DSL violates the Sixth Amendment, the Court also  
          provided clear direction as to what steps California's  
          Legislature could take to address the DSL's Constitutional  
          infirmities.

               As to the adjustment of California's sentencing  
               system in light of our decision, the ball . . .  
               lies in [California's] court.  We note that  
               several States have modified their systems in the  
               wake of Apprendi and Blakely to retain  
               determinate sentencing.  They have done so by  
               calling upon the jury - either at trial or in a  
               separate sentencing proceeding - to find any fact  
               necessary to the imposition of an elevated  
               sentence.  As earlier noted, California already  
               employs juries in this manner to determine  
               statutory sentencing enhancements.  Other States  
               have chosen to permit judges genuinely to  
               exercise broad discretion . . . within a  
               statutory range, which, everyone agrees,  
               encounters no Sixth Amendment shoal.  California  
               may follow the paths taken by its sister States  
               or otherwise alter its system, so long as the  
               State observes Sixth Amendment limitations  
               declared in this Court's decisions.  (Cunningham  
               v. California, 2007 U.S. LEXIS 1324 (U.S. 2007),  
               citations and footnotes omitted.)

          Because, as the Court stated in Blakely, "The relevant  
          statutory maximum, is not the maximum sentence a judge may  
          impose after finding additional facts, but the maximum he may  
          impose without any additional findings[,]" and, because, prior  
          to SB 40, under California's DSL, a judge could only impose the  
          upper term after making additional findings of fact, the Court  
          in Cunningham found that, absent any amendment along the lines  
          stated above, the statutory maximum a judge would be authorized  
          to impose in California is the middle term.  (Cunningham v.  
          California, 2007 U.S. LEXIS 1324 (U.S. 2007).

          SB 40 amended California's DSL to give judges the discretion to  




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          impose the lower, middle, or upper term without the need for  
          additional fact-finding.  In addition, SB 40 included  
          legislative intent language stating that its purpose was to  
          address Cunningham, and to stabilize the criminal justice  
          system while sentencing and correctional policies in California  
          are being reviewed.  

          5.  Sentence Enhancements Containing Three Possible Terms  
           
           Most sentence enhancements provide for a specific term of years.  
           (See e.g., Penal Code  667(a) - 5 years for each prior serious  
          felony conviction.)  Some sentence enhancements, however, like  
          the base terms, provide that the court must select one of three  
          possible terms, a lower, middle or upper term.  (See e.g. Penal  
          Code  12022.5(a), imposing a sentence enhancement of 3, 4 or 10  
          years for personally using a firearm in the commission of a  
          felony.)

          Section 1170.1(b) of the Penal Code instructs sentencing judges  
          how to impose sentence enhancements where there is a choice of  
          terms, "If an enhancement is punishable by one of three terms,  
          the court shall impose the middle term unless there are  
          circumstances in aggravation or mitigation, and state the  
          reasons for its sentencing choice, other than the middle term,  
          on the record at the time of sentencing."  Although in  
          Cunningham, the Court found that sentence enhancements, per se,  
          in California, did not violate the right to have a jury decide  
          all facts that could increase the sentence, the Court did not  
          address the specific issue of those enhancements that carry a  
          choice of terms.  (See Cunningham v. California, 127 S. Ct. 856,  
          863 (2007).)  

          Since the enactment of SB 40, the California Court of Appeal has  
          found that section 1170.1 "suffers from the identical  
          constitutional infirmities identified by the United States  
          Supreme Court in Cunningham, supra, 549 U.S. 270 [127 S. Ct.  
          856], and is similarly unconstitutional.  The Legislature has  
          taken no step to amend this provision to render it compliant  
          with the Sixth Amendment . . ."  People v. Lincoln, 157 Cal.  
          App. 4th 196, 205 (2007).  SB 150 would do just that.  SB 150  




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          applies the same "fix" to sentence enhancement triads that SB 40  
          applied to the base term triads: It authorizes the court to  
          impose any of the three terms without making any additional  
          factual findings.  This approach was expressly approved by the  
          California Supreme Court in People v. Sandoval, 41 Cal.4th 825,  
          844-845 (2007).






































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          6.  Sunset Provision  

          As described in Comment 3 above, SB 40, by its own terms, was  
          intended to maintain stability in California's criminal justice  
          system while the broader sentencing policy issues in California are  
          being reviewed.  SB 40 was introduced a few months after the  
          Governor declared a state of emergency as a result of prison  
          overcrowding.  (Prison Overcrowding State of Emergency  
          Proclamation, Proclamation by the Governor of the State of  
          California, October 4, 2006.  
           http://gov.ca.gov/index.php?/proclamation/4278/  .)  Despite the  
          Governor's Proclamation, the Legislature has not approved any  
          significant changes to the way it sentences criminal offenders.   
          The provisions of SB 40 originally were due to sunset on January 1,  
          2009, but were later extended to January 1, 2011 (SB 1701 (Romero)  
          - Ch. 416, Stats. 2008).  The author will offer an amendment to SB  
          150 to include a sunset provision that corresponds to the date upon  
          which the provisions of SB 40 will also sunset.  This appears to be  
          consistent with the stated intent of SB 40.

          WHERE A SENTENCE ENHANCEMENT PROVIDES FOR ONE OF THREE TERMS OF  
          IMPRISONMENT, SHOULD JUDGES BE AUTHORIZED TO IMPOSE ANY ONE OF  
          THOSE TERMS, AT THE COURT'S DISCRETION?


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