BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 477
                                                                  Page  1

          ASSEMBLY THIRD READING
          AB 477 (Chau) 
          As Amended  May 6, 2013
          Majority vote 

           AGING               6-1                                         
           
           -------------------------------- 
          |Ayes:|Yamada, Brown, Daly,      |
          |     |Gray, Grove, Levine       |
          |     |                          |
          |-----+--------------------------|
          |Nays:|Wagner                    |
          |     |                          |
           -------------------------------- 
           
          SUMMARY  :  Includes notaries public in the definition of mandated  
          reporters of suspected financial abuse of an elder or dependent  
          adult, and requires notaries to report suspected financial abuse  
          in connection with providing notary services.  Specifically,  
           this bill  :

          1)Requires a notary public who, in connection with providing  
            notary services, has observed or has knowledge of suspected  
            financial abuse of an elder or dependent adult, to report that  
            abuse to adult protective services (APS) or local law  
            enforcement within two working days.

          2)Subjects notaries to the same liabilities, limitations, and  
            definitions as those imposed upon mandated reporters within  
            financial institutions.

          3)Clarifies that notaries public employed by financial  
            institutions remain subject to existing reporting mandates.

          4)Exempts information protected from disclosure by  
            attorney-client privileges.

           EXISTING LAW  : 

          1)Grants the Secretary of State authority over notaries public. 

          2)Establishes the Elder and Dependent Adult Abuse Civil  
            Protection Act to protect the state's elder and dependent  
            adult population from abuse and exploitation. 








                                                                  AB 477
                                                                  Page  2


          3)Establishes the Financial Abuse Reporting Act of 2005.  

          4)Directs county APS on cross-reporting obligations for reports  
            of financial abuse. 

          5)Requires APS to provide financial abuse reporting  
            instructional materials to mandated reporters.
           
          FISCAL EFFECT  :  Unknown.  This bill is keyed non-fiscal by the  
          Legislative Counsel.
           
          COMMENTS  :

           Background and Discussion  :  Reporting of suspected elder and  
          dependent adult financial abuse was mandated for employees of  
          financial institutions starting in 2006, sunsetting in 2013 (SB  
          1018 (Simitian), Chapter 140, Statutes of 2005).  In 2011,  
          reporting was made permanent when the sunset date was removed  
          with financial industry support, due to the success of the act  
          (SB 33 (Simitian), Chapter 372, Statutes of 2011).  This bill  
          extends similar reporting requirements to notaries public.

          The Secretary of State is charged with the responsibility of  
          appointing and commissioning notaries public in the State of  
          California.  Character is germane to the qualifications of the  
          office of a notary public, given the nature of the duties and  
          responsibilities.  


           Analysis Prepared by  :    Robert MacLaughlin / AGING & L.T.C. /  
          (916) 319-3990


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