BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  SB 543
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          Date of Hearing:  July 2, 2013
          Counsel:       Sandy Uribe


                         ASSEMBLY COMMITTEE ON PUBLIC SAFETY
                                 Tom Ammiano, Chair

                     SB 543 (Block) - As Amended:  April 10, 2013
           
           
           SUMMARY  :  Specifies that theft, embezzlement, forgery, fraud,  
          and identity theft committed against an elder or dependent adult  
          qualify as prior convictions for the crime of petty theft with a  
          prior theft conviction.

           EXISTING LAW  : 

          1)Defines "grand theft" as any theft where the money, labor, or  
            real or personal property taken or when the property is taken  
            from the person of another is of a value in excess of $950.   
            [Penal Code Sections 487(a).]

          2)Provides that theft in other cases is "petty theft."  (Penal  
            Code Section 488.).

          3)Punishes petty theft by a fine not exceeding $1,000, or by a  
            county-jail term not to exceed six month, or by both.  [Penal  
            Code Section 490.]

          4)Provides that, notwithstanding the punishment for petty theft,  
            if a person has been convicted three or more times of  
            specified theft-related offenses and is subsequently convicted  
            of petty theft, then the person is to receive an enhanced  
            punishment of imprisonment in the county jail not to exceed  
            one year, or in the county jail for a felony under  
            realignment.  [Penal Code Section 666(a).]

          5)Provides that, notwithstanding the punishment for petty theft,  
            if a person is required to register as a sex offender, or has  
            a prior violent or serious felony conviction, and also has  
            been convicted three or more times of specified theft-related  
            offenses and is subsequently convicted of petty theft, then  
            the person is to receive an enhanced punishment of  
            imprisonment in the county jail not to exceed one year, or in  
            the state prison.  [Penal Code Section 666(b).]








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          6)Lists the theft- related offenses which qualify a defendant  
            for enhanced status for the crime of petty theft with a prior  
            as:

             a)   Petty theft;

             b)   Grand theft;

             c)   Auto theft;

             d)   Burglary;

             e)   Carjacking;

             f)   Robbery; and 

             g)   Receiving stolen property.

          7)Establishes fines and other punishment for theft,  
            embezzlement, forgery, or fraud, and identity theft and  
            identity crimes against and elder or dependent adult, as  
            follows:

             a)   Where the defendant is not a caretaker, and 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, the person may be punished by a fine  
               not exceeding $1,000 and/or by imprisonment in a county  
               jail not exceeding one year.  [Penal Code Section  
               368(d)(2).]

             b)   Where the defendant is 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, the person may be punished by a fine not  
               exceeding $2,500, up to one year in a county jail, or both;  
               or by a fine not exceeding $10,000, or in the county jail  
               for 2, 3 or 4 years, or both.  [Penal Code Section  
               368(d)(1).]

             c)   Where the defendant is a caretaker, and the value of the  
               labor, goods, services, funds, or real and/or personal  








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               property taken does not exceed $950, the person may be  
               punished by a fine not exceeding $1,000 and/or by  
               imprisonment in a county jail not exceeding one year.   
               [Penal Code Section 368(e)(2).]

             d)   Where the defendant is a caretaker, and the value of the  
               labor, goods, services, funds, or real and/or personal  
               property taken exceeds $950, the person may be punished by  
               a fine not exceeding $2,500, up to one year in a county  
               jail, or both; or by a fine not exceeding $10,000, or in  
               the county jail for a felony 2, 3 or 4 years, or both.   
               [Penal Code Section 368(e)(1).]

          8)Defines an "elder" as any person who is 65 years of age or  
            older.  [Penal Code Section 368(g).]

          9)Defines a "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.  [Penal Code Section 368(h).]

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           1)Author's Statement  :  According to the author, "SB 543 ensures  
            that elder theft is treated with the same seriousness as any  
            other form of theft.  It updates current law to remove the  
            ambiguity of whether or not a conviction of elder theft  
            qualifies as a prior for subsequent theft crimes.

          "SB 543 does not create a new crime.  Rather it ensures that  
            elder theft is added to Penal Code Section 666 which currently  
            lists grand theft, petty theft, burglary, auto theft, and  
            carjacking as qualifying prior offenses for purposes of  
            sentencing enhancements.

          "Theft and financial abuse from an elder or dependent adult has  
            increased in recent years and has become a significant issue  
            in the area of public safety.  It only makes sense to update  
            our current laws to ensure that we are appropriately  
            sentencing those who target the most vulnerable, our seniors."








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           2)Ambiguity as to Whether a Prior Conviction for Elder Financial  
            Abuse (Penal Code Section 368) is a Theft Conviction  :  The  
            current law enumerating the qualifying theft-related  
            convictions describes some in general terms and describes  
            others by specific Penal Code provisions.  In referencing  
            theft convictions, the statute simply states "petty theft" and  
            "grand theft" without reference to Penal Code provisions.   
            [See Penal Code Section 666(a).]  The statute does not  
            distinguish among victims of theft crimes.  Therefore, elder  
            theft already appears to qualify as a conviction for enhancing  
            the sentence of a petty theft conviction.

            Further, theft from an elder or dependent adult would appear  
            to require proof of every element of theft (taking or  
            destruction of property with the intent to permanently deprive  
            the owner of the use or value of the property) and the  
            additional element that the victim was dependent or at least  
            65 years old.  

            However, the fact that a defendant was convicted under Penal  
            Code Section 368(d) or (e) does not necessarily establish that  
            the prior conviction involved theft.  That is because  
            subdivisions (d) and (e) also include the underlying crimes of  
            embezzlement, forgery, fraud, and identity theft.  Unless the  
            record of the prior conviction establishes that the defendant  
            committed theft, he or she would have a tenable argument that  
            the prior conviction is not a qualifying conviction for  
            purposes of petty theft with a prior conviction.  This bill  
            eliminates that argument by including all forms of elder  
            financial abuse as qualifying prior convictions.  

            The bill also eliminates a second potential argument that  
            theft from an elder or dependent adult is not a prior  
            conviction for petty theft with a prior conviction.  Under  
            existing law, a defendant could argue that because Penal Code  
            Section 666 includes a list of specific crimes as a qualifying  
            prior convictions, the exclusion of theft from an elder or  
            dependent adult from that list indicates that the Legislature  
            did not intend to include the crime as a qualifying conviction  
            for purposes of petty theft with a prior conviction.  Such an  
            argument would be based on the maxim of statutory construction  
            that the specific enumeration precludes inclusion of other  
            things by implication.  [See e.g., People v. Palacios (2007)  
            41 Cal.4th 720, 732.]








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           3)Argument in Support  :  According to the  California Welfare  
            Directors Association of California  , "SB 543 will make it  
            clear that theft from an elder person is a qualifying prior  
            offense effectively removing any ambiguity in the law and  
            ensuring everyone is properly charged with the crime they have  
            committed.  

          "This bill will ensure that theft committed against an elderly  
            person is treated with the same seriousness as any other form  
            of theft."

           4)Prior Legislation  :  

             a)   AB 332 (Butler), Chapter 366, Statutes of 2011,  
               increased the fines for theft from an elder or dependent  
               adult.

             b)   AB 1844 (Fletcher), Chapter 219, Statutes of 2010,  
               amended petty theft with a prior to require three prior  
               theft-related convictions.

             c)   AB 6 (Burton), Chapter 610, Statutes of 1993, created  
               the crime of carjacking and added carjacking to the list of  
               theft- related offenses that qualify a defendant for  
               enhanced status for the crime of petty theft with a prior.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          San Diego County District Attorney (Sponsor)
          California Commission on Aging
          California District Attorneys Association
          California State Sheriffs Association
          County of San Diego
          County Welfare Directors Association of California
          Crime Victims Action Alliance
          Elder Law and Advocacy
          Senior Community Centers

           Opposition 
           
          None
           








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          Analysis Prepared by  :    Sandy Uribe / PUB. S. / (916) 319-3744