BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 1293
                                                                  Page  1

          Date of Hearing:   April 12, 2011

                   ASSEMBLY COMMITTEE ON AGING AND LONG-TERM CARE
                                Mariko Yamada, Chair
              AB 1293 (Blumenfield) - As Introduced:  February 18, 2011
           
          SUBJECT  :   Elder and dependent adult abuse: theft or 
          embezzlement: forfeiture.

           SUMMARY  :   

          AB 1293 will do the following:
           
          1)Allows prosecutors to re-claim property and/or funds that were 
            stolen or embezzled from an elder or dependent adult; and,

          2)Upon conviction, allows prosecutors to be reimbursed by the 
            defendant for reasonable court costs of cases involving elder 
            or dependent adults and theft, fraud or embezzlement.   

          Specifically,  this bill  :  

          1)Defines "Prosecuting Agency" as the Attorney General or the 
            district attorney of any county.

          2) Permits prosecuting agencies to file a petition of forfeiture 
            with the Superior Court of the County in which a defendant has 
            been charged with theft or embezzlement of an elder or 
            dependent adult's property valued in excess of $100,000.

          3)Requires the prosecuting agency to serve notice to every 
            interested party of the property in question if a forfeiture 
            action is initiated.

          4)Permits any interested party to file a verified claim with the 
            court stating the amount of their claimed interest and an 
            affirmation or denial of the allegation. 

          5)Provides for special treatment of real property.

          6)Allows persons with an interest in the forfeited property to 
            file a claim.  The defendant may deny or affirm the claim.  If 
            the defendant fails to, the court may enter a response of 
            denial on behalf of the defendant.









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          7)If the defendant is found guilty of the underlying offense, 
            the issue of forfeiture will be tried in the same court.

          8)Requires the prosecuting agency to prove beyond a reasonable 
            doubt that the property was acquired through embezzlement or 
            theft. 

          9)Upon conviction, the prosecuting agency's request for 
            restitution in the form of reasonable costs shall take into 
            consideration the defendant's ability to pay after the 
            defendant has forfeited the property, or proceeds.


          10)Orders the property returned, even if the property had been 
            sold to an otherwise innocent purchaser.

          11)Provides for a right of action for a bona fide innocent 
            purchaser of stolen or embezzled property of an elder or 
            dependent adult to recover his or her interest against the 
            defendant. 

           EXISTING LAW  

          1)Generally guarantees rights associated with acquiring, 
            possessing, and protecting property, and pursuing and 
            obtaining safety, happiness, and privacy.

          2)Provides that crimes against elders and dependent adults are 
            deserving of special consideration and protection, because 
            elders and dependent adults may be cognitively or physically 
            impaired, and therefore less able to protect themselves, to 
            understand or report criminal conduct, or to testify in court 
            proceedings on their own behalf.

          3)Defines "dependent adult" as any person who is between the 
            ages of 18 and 64, who has physical or mental limitations 
            which restrict his or her ability to carry out normal 
            activities or to protect his or her rights, including, but not 
            limited to, persons who have physical or developmental 
            disabilities or whose physical or mental abilities have 
            diminished because of age.    

          4)Defines "elder" as any person who is 65 years of age or older. 
             









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          5)Establishes fines and other punishment for theft, 
            embezzlement, forgery, or fraud, and identity theft and 
            identity crimes, as follows: 

             a)   For those persons who are not a caretaker, and who knows 
               or reasonably should know that the victim is an elder or a 
               dependent adult, and the value of the labor, goods, 
               services, funds, or real and/or personal property taken 
               does not exceed $950:

               i)     By a fine not exceeding $1,000;
               ii)    By imprisonment in a county jail not exceeding one 
                 year; or, 
               iii)   By both that fine and imprisonment. 

             b)   For those persons who are not a caretaker, and who knows 
               or reasonably should know    that the victim is an elder or 
               a dependent adult, and the value of the labor, goods, 
               services, funds, or real and/or personal property taken 
               exceeds $950:

               i)     Up to one year in a county jail; or,
               ii)    State prison for two, three or four years. 

             c)   For those persons who are a caretaker, and the value of 
               the labor, goods, services, funds, or real and/or personal 
               property taken does not exceed $950:

               i)     By a fine not exceeding $1,000;
               ii)    By imprisonment in a county jail not exceeding one 
                 year; or, 
               iii)   By both that fine and imprisonment. 

               d)For those persons who are a caretaker and the value of 
               the labor, goods, services, funds, or real and/or personal 
               property taken exceeds $950:

               i)     Up to one year in a county jail; or,
               ii)    State prison for two, three or four years.
             
           FISCAL EFFECT  :   Unknown

           COMMENTS  :   
          According to the Author:  "This measure will allow prosecutors 
          to try more cases of severe financial elder abuse and will 








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          prevent predators from using ill-gotten gains for their defense. 
           It will protect a victim's assets by allowing the courts to 
          freeze the stolen assets when warranted."

          Supporters assert that due to long-standing budgetary 
          constraints, many county district attorney offices need to be 
          very savvy about how they allocate resources.  Financial abuse 
          cases can be some of the most complicated, time consuming and 
          complicated cases.  AB 1293 offers DA's an important tool to 
          recoup the costs after prosecution. 

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
          
          AARP
          California Advocates for Nursing Home Reform (CANHR)
          California Police Chiefs Association

           Opposition 
           
          None on file.
           
          Analysis Prepared by  :    Robert MacLaughlin / AGING & L.T.C. / 
          (916) 319-3990