BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE JUDICIARY COMMITTEE
                             Senator Noreen Evans, Chair
                              2013-2014 Regular Session


          AB 490 (Skinner)
          As Amended May 23, 2013
          Hearing Date: June 4, 2013
          Fiscal: No
          Urgency: No
          TMW


                                        SUBJECT
                                           
                           Intestate Succession:  Children

                                      DESCRIPTION  

          This bill would provide that a parent does not inherit from or  
          through a child on the basis of the parent and child  
          relationship if any of the following apply:  (1) the parent's  
          parental rights were terminated and the parent-child  
          relationship was not judicially reestablished; (2) the parent  
          did not acknowledge the child; or (3) the parent left the child  
          during the child's minority without an effort to provide for the  
          child's support or without communication from the parent, as  
          specified.  

          This bill would also provide that a parent who does not inherit  
          from or through the child as provided above shall be deemed to  
          have predeceased the child, and the intestate estate shall pass  
          as otherwise provided by the intestate statutes.

                                      BACKGROUND  

          When a person dies without leaving a will to distribute his or  
          her property, the intestate statutes dictate how the property  
          will be distributed to the person's heirs.  Under existing law,  
          the surviving spouse of the deceased person (decedent) receives  
          one-half of the intestate share of the property if the decedent  
          has no children but leaves a parent or parents or the parents'  
          children.  (Prob. Code Sec. 6401(c)(2)(B).)  However, a parent  
          of a child who is born out of wedlock can only inherit from the  
          child if the parent acknowledged the child and contributed to  
          the support or care of the child.  (Prob. Code Sec. 6452.)
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          This bill, sponsored by the Trusts and Estates Section of the  
          State Bar of California, would repeal the intestate statute  
          regarding inheritance from a child born out of wedlock and  
          instead provide that a parent may not inherit from the child if  
          the  parental rights were terminated and not judicially  
          reestablished, the parent did not acknowledge the child, or the  
          parent left the child during the child's minority without  
          providing support or communication, as specified.

                                CHANGES TO EXISTING LAW
           
           Existing law  provides that where a person dies without leaving a  
          will to provide for disposition of his or her property, that  
          property passes by intestate succession, i.e., as provided by  
          statute.  (Prob. Code Sec. 6400.)

           Existing law  provides a surviving spouse or registered domestic  
          partner with one-half of the community and quasi-community  
          property of the deceased person (decedent), and, for the  
          decedent's separate property, provides to the surviving spouse  
          or registered partner the following:  
           the entire intestate estate if the decedent did not leave any  
            surviving issue, parent, brother, sister, or issue of a  
            deceased brother or sister;
           one-half of the intestate estate where the decedent leaves  
            only one child or the issue of one deceased child, or where  
            the decedent leaves no issue but leaves a parent or parents or  
            their issue or the issue of either of them; and
           one-third of the intestate estate where the decedent leaves  
            more than one child, where the decedent leaves one child and  
            the issue of one or more deceased children, or where the  
            decedent leaves issue of two or more deceased children.   
            (Prob. Code Sec. 6401.)

           Existing law  provides that the part of the decedent's property  
          not passing to the surviving spouse or surviving domestic  
          partner, or, if there is no spouse or domestic partner, the  
          decedent's entire estate passes as follows: 
           to the decedent's children, taking equally if they are all of  
            the same degree of kinship to the decedent, but if of unequal  
            degree those of more remote degree;
           to the decedent's parent if there are no surviving children of  
            the decedent; or
           if there is no surviving child or parent of the decedent, to  
            the children of the parents or either of them, the children  
                                                                      



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            taking equally if they are all of the same degree of kinship  
            to the decedent, but if of unequal degree those of more remote  
            degree.  (Prob. Code Sec. 6402(a)-(c).)

           Existing law  provides that if a child is born out of wedlock,  
          neither a natural parent nor a relative of that parent inherits  
          from or through the child on the basis of the parent and child  
          relationship unless both of the following requirements are  
          satisfied:  (1) the parent or a relative of the parent  
          acknowledged the child; and (2) the parent or a relative of the  
          parent contributed to the support or the care of the child.   
          (Prob. Code Sec. 6452.)

           This bill  would repeal the above intestate succession statute  
          and instead provide that a parent does not inherit from or  
          through a child on the basis of the parent and child  
          relationship if any of the following apply:  (1) the parent's  
          parental rights were terminated and the parent-child  
          relationship was not judicially reestablished; (2) the parent  
          did not acknowledge the child; or (3) the parent left the child  
          during the child's minority without an effort to provide for the  
          child's support or without communication from the parent, for at  
          least seven consecutive years that continued until the end of  
          the child's minority, with the intent on the part of the parent  
          to abandon the child.  

           This bill  would provide that the failure to provide support for  
          the child or to communicate with the child for the prescribed  
          period is presumptive evidence of an intent to abandon.

           This bill  would also provide that a parent who does not inherit  
          from or through the child as provided above shall be deemed to  
          have predeceased the child, and the intestate estate shall pass  
          as otherwise provided by intestate statutes.

                                        COMMENT
           
          1.  Stated need for the bill  
          
          The author writes:
          
            Under current law, a parent who intentionally abandoned a  
            child born during a marriage may inherent from that child  
            through intestate succession even if the parent never saw the  
            child, communicated with the child, or provided any support  
            for the child.  In addition, under current law a parent who  
                                                                      



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            intentionally abandoned a child not born during marriage may  
            inherent from the child through intestate succession if the  
            parent acknowledged the child, for example, by being named on  
            the child's birth certificate, and contributed some minimal  
            support to the child.
            
            AB 490 prohibits a parent who intentionally abandoned a child,  
            and neither supported nor communicated with that child during  
            the last [seven] years of his or her minority, from inheriting  
            from that child through intestate succession, whether or not  
            the child was born during marriage.
            
          2.  Disinheritance of parent who abandons child  

          This bill would repeal the existing intestacy statute that  
          authorizes inheritance by the parent of a child born out of  
          wedlock when the parent can establish that the parent  
          acknowledged the child or contributed to the support or care of  
          the child.  This bill would, instead, prohibit a parent from  
          inheriting from a child if the parent's rights were terminated  
          and not judicially reestablished, the parent did not acknowledge  
          the child, or the parent left the child and made no effort to  
          provide support or communicate with the child for at least seven  
          years that continued to the end of the child's minority.

          The author argues this bill is necessary to prevent a parent who  
          abandons a child born out of wedlock from later inheriting from  
          the child.  The sponsor, the Trusts and Estates Section of the  
          State Bar of California (TEXCOM) asserts that "[i]t is highly  
          unlikely that a child whose parent had abandoned her before age  
          13 and who had failed to support or communicate with her would  
          want that parent to inherit from her.  TEXCOM points to a recent  
          case, Estate of Shellenbarger (2008) 169 Cal.App.4th 894, in  
          which the court held that the father, who had failed to provide  
          any support or have any meaningful relationship with his child  
          but was married to the child's mother at the time the child was  
          born, could inherit from the child.  This result was due to the  
          intestate statute that only provided for disinheritance of a  
          parent who abandoned a child born out of wedlock.  (Id. at p.  
          896.)

          TEXCOM asserts that "[t]he result in Shellenbarger does not  
          carry out a decedent's likely intent.  [This bill] remedies the  
          problem that this and similar cases present, without unduly  
          burdening the court with factual disputes, by prohibiting a  
          parent from inheriting from a child only in the most egregious  
                                                                      



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          situations.  The abandonment must occur during the child's  
          minority and last for more than [seven] consecutive years that  
          continue to the end of the child's minority.  Thus, [this bill]  
          would not disinherit a parent who abandons a child temporarily  
          and who re-unites with the child during minority.  Because the  
          abandonment must be intentional, a parent who is involuntarily  
          institutionalized or who is performing military service would  
          not be disinherited.  On the other hand, in order to inherit  
          from a child, a parent who has intentionally abandoned a minor  
          for more than [seven] years must both financially support the  
          child and communicate with the child.  Otherwise, a parent whose  
          wages the state has garnished to pay for state-provided medical  
          coverage or who has paid court-ordered support but who otherwise  
          has failed to communicate with the child for more than [seven]  
          years would remain able to inherit." 

          The author notes that at least 25 states have intestacy laws  
          that prohibit a parent from inheriting through a child the  
          parent abandoned.  Importantly, this bill would remove the  
          distinction in the intestacy statutes between a child born out  
          of wedlock and a child born to married parents, but who does not  
          have any relationship with one or more of the parents.  In this  
          way, TEXCOM asserts that this bill would further the purpose of  
          providing "judicial efficiency and avoiding the undesirable risk  
          that a deceased child's estate will be claimed by a parent who  
          had no contact with the decedent during life."

          It is important to note that this bill does not alter the  
          existing inability of a parent, who has abandoned the child, to  
          inherit even though the parent-child relationship is  
          reestablished when the child is an adult.  Existing law  
          disinherits the parent of the child (born out of wedlock),  
          forever, unless the parent can establish that the parent  
          acknowledged the child and provided care and support of the  
          child.  This bill merely adds an additional method of  
          prohibiting the parent's inheritance (when the parent-child  
          relationship was judicially terminated and not judicially  
          reestablished), maintains the existing "acknowledgment"  
          requirement, and clarifies the "care and support" provision of  
          existing law.  Under either existing law or this bill, the adult  
          child would have to provide for the parent in the adult child's  
          will for the parent to inherit from the adult child.


           Support  :  None Known

                                                                      



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           Opposition  :  None Known

                                        HISTORY
           
           Source  :  Trusts and Estates Section of the State Bar of  
          California

           Related Pending Legislation  :  None Known

           Prior Legislation  :

          AB 2751 (Kaloogian, Ch. 862, Stats. 1996) deleted the exception  
          which permitted siblings of a child born out-of-wedlock and  
          their issue to inherit on a different basis than other relatives  
          of the child.

          AB 1137 (Knight, Ch. 529, Stats. 1993) established the existence  
          of a parent-child relationship for the purpose of determining  
          intestate succession in a probate action by clear and convincing  
          evidence, reorganized intestate succession statutes, and  
          clarified the law regarding the intestate inheritance rights of  
          adoptees and their whole blood siblings. 

           Prior Vote  :

          Assembly Committee on Judiciary (Ayes 9, Noes 0)
          Assembly Floor (Ayes 75, Noes 0)

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