BILL ANALYSIS Ó AB 2683 Page 1 Date of Hearing: May 1, 2012 ASSEMBLY COMMITTEE ON JUDICIARY Mike Feuer, Chair AB 2683 (Committee on Judiciary) - As Amended: April 23, 2012 PROPOSED CONSENT SUBJECT : CIVIL LAW: OMNIBUS KEY ISSUE : SHOULD VARIOUS NON-CONTROVERSIAL TECHNICAL AND CLARIFYING CHANGES BE MADE TO THE PROBATE CODE? FISCAL EFFECT : As currently in print this bill is keyed non-fiscal. SYNOPSIS This non-controversial committee bill is the Assembly Judiciary Committee's omnibus civil law bill. In order to be included in the bill, each provision must be non-controversial and not so substantive as to be more appropriate for a stand-alone bill. Furthermore, if a non-controversial provision later becomes controversial, that provision will be removed from the bill. This year's omnibus bill merely enacts technical changes to a few sections of the Probate Code. First, the bill makes technical changes to two statutorily specified notices to creditors in decedent's estates. In addition, the bill corrects a drafting error from last year's AB 458 that resulted in an erroneous cross-reference in the law governing venue in probate guardianship cases. The bill is supported by the Judicial Council and has no known opposition. SUMMARY : Makes non-controversial and clarifying changes to sections of the Probate Code. Specifically, this bill : 1)Corrects an erroneous cross-reference enacted by AB 458 (Atkins) of 2011, concerning venue rules for certain guardianship cases, by replacing "Section 3140" with the correct reference "Section 3410." 2)Amends two statutorily specified Judicial Council forms to conform those forms' statements concerning time limits on filing creditors' claims in decedents' estates to the actual requirements for filing these claims established in Section AB 2683 Page 2 9100 of the Probate Code. EXISTING LAW : 1)Provides that subdivisions (b) to (e), inclusive, of Section 3140 of the Family Code shall apply to communications between courts, as specified. (Probate Code Section 2204.) 2)Specifies two notices advising creditors of decedents' estates of certain time limits for filing a claim with the court and the personal representative of the estate. (Probate Code Sections 8100 and 9052.) COMMENTS : This non-controversial committee bill is the Assembly Judiciary Committee's omnibus civil law bill. In order to be included in the bill, each provision must be non-controversial and not so substantive as to be more appropriate for a stand-alone bill. Furthermore, if a non-controversial provision later becomes controversial, that provision will be removed from the bill. Harmonizing notice to creditors in decedents' estates with statutory requirements . The Judicial Council has adopted two forms that contain advice to creditors of a decedent about their responsibility to file claims with the court and with the personal representative of the debtor's probate estate. First, the Notice of Petition to Administer Estate (form DE-121) must be used by a petitioner for the appointment of a personal representative of a decedent's estate to give notice to persons interested in the estate that a petition to administer the estate has been filed and the date, time, and place of the court hearing on the petition. Pursuant to Probate Code Section 8110, this notice must be mailed before the hearing to the decedent's heirs known or ascertainable by the petitioner and to each devisee, executor, and alternate executor named in any will of the decedent offered for probate. Although this notice is not mailed to the decedent's creditors who are not also heirs or beneficiaries, it is addressed in part to those creditors. Some of the decedent's creditors will become aware of the contents of this notice because the notice must also be published in advance of the hearing in a newspaper of general circulation where the decedent was domiciled or, in certain cases, where he or she held property. AB 2683 Page 3 The contents of form DE-121 are prescribed in detail by Probate Code Section 8100. According to the Judicial Council, a particular sentence specified by Section 8100 and form DE-121 could be incorrect if a special administrator with general powers (under Probate Code section 8545) has been appointed in the estate because a special administrator with general powers is defined as a general personal representative in Probate Code section 58(b). In that case, four months from the appointment of such a special administrator could pass before the hearing date on the petition for appointment of a personal representative, which may potentially mislead and confuse creditors of the estate. Unfortunately, Form DE-121 cannot simply be revised by the Judicial Council. Because its relevant statements to creditors are mandated by Section 8100, that section must be amended before the form can be revised. To resolve this problem, this bill would clarify appropriate application of the time limits in the notice specified by Section 8100, and a related notice specified by Section 9052. Correcting an erroneous cross-reference. AB 458 (Atkins), Ch. 102, Stats. 2011, added Probate Code Section 2204, which sets out new venue rules for guardianship cases where a prior custody action involving the proposed ward has already been filed in a county other than the county where the guardianship petition was filed. Unfortunately, AB 458 contained an incorrect cross-reference that this bill now seeks to fix. Subdivision (b) of Section 2204 governs inter-court communications in these cases, and paragraph (4) currently states that the provisions of subdivisions (b) to (e) of "Section 3140" shall apply to communications between courts. This bill replaces "Section 3140" with the correct cross-reference "Section 3410", which as part of the Uniform Child Custody Jurisdiction and Enforcement Act is the model for these communications. REGISTERED SUPPORT / OPPOSITION : Support Judicial Council of California Opposition AB 2683 Page 4 None on file Analysis Prepared by : Anthony Lew / JUD. / (916) 319-2334