BILL ANALYSIS Ó ----------------------------------------------------------------- |SENATE RULES COMMITTEE | SB 1179| |Office of Senate Floor Analyses | | |(916) 651-1520 Fax: (916) | | |327-4478 | | ----------------------------------------------------------------- CONSENT Bill No: SB 1179 Author: Vidak (R) Amended: 4/21/16 Vote: 21 SENATE JUDICIARY COMMITTEE: 7-0, 4/19/16 AYES: Jackson, Moorlach, Anderson, Hertzberg, Leno, Monning, Wieckowski SENATE APPROPRIATIONS COMMITTEE: Senate Rule 28.8 SUBJECT: Public cemetery districts: interment rights SOURCE: California Association of Public Cemeteries DIGEST: This bill establishes an interment right as personal property, requires the interment right owner to designate a successor, and, in the event a successor owner has not been otherwise named, establishes a procedure for the succession of an interment right in public cemetery districts. This bill provides immunity from liability to a district or district employee or trustee for claims, losses, or damages resulting from transferring an interment right, as specified, and provides the circumstances and process under which human remains may be disinterred, reinterred, or removed from a public cemetery district after interment, and specifies the records required to be maintained by the public cemetery district and the person removing and relocating the human remains. ANALYSIS: Existing law: SB 1179 Page 2 1) Provides for the operation of interment services and establishment of public cemetery districts. 2) Authorizes a board of trustees of a public cemetery district to establish policies for the operation of the district and requires the board of trustees to provide for the faithful implementation of those policies which is the responsibility of the employees of the district. 3) Authorizes a public cemetery district to exercise all rights and powers, expressed or implied, necessary to carry out the purposes and intent of the law, including adopting ordinances and adopting and enforcing rules and regulations for the administration, maintenance, operation, and use of cemeteries. 4) Defines "lot," "plot," and "interment plot" to mean space in a cemetery, used or intended to be used for the interment of human remains, and such terms include and apply to one or more than one adjoining graves, one or more than one adjoining crypts or vaults, or one or more than one adjoining niches. 5) Defines "grave" to mean a space of earth in a burial park, used, or intended to be used, for the disposition of human remains, "crypt" or "vault" means a space in a mausoleum of sufficient size, used or intended to be used, to entomb uncremated human remains, and "niche" means a space in a columbarium used, or intended to be used, for the placement of cremated human remains. 6) Defines "interment right" to mean the right to use or control the use of a plot, niche, or other space, for the interment of human remains. SB 1179 Page 3 7) Establishes that, in private cemeteries, all plots conveyed to individuals are presumed to be the sole and separate property of the owner named in the instrument of conveyance. 8) Provides that the spouse of an owner of any plot in a private cemetery containing more than one interment space has a vested right of interment of his remains in the plot and any person thereafter becoming the spouse of the owner has a vested right of interment of his remains in the plot if more than one interment space is unoccupied at the time the person becomes the spouse of the owner. 9) Provides that if no interment is made in an interment plot in a private cemetery which has been transferred by deed or certificate of ownership to an individual owner, or if all remains previously interred are lawfully removed, upon the death of the owner, unless he has disposed of the plot either in his will by a specific devise or by a written declaration filed and recorded in the office of the cemetery authority, the plot descends to the heirs at law of the owner subject to the rights of interment of the decedent and his surviving spouse. 10)Provides that an affidavit by a person having knowledge of the facts setting forth the fact of the death of the owner and the name of the person or persons entitled to the use of the private cemetery plot is complete authorization to the cemetery authority to permit the use of the unoccupied portions of the plot by the person entitled to the use of it. 11)Provides that if no parent or child survives, the right of interment in a private cemetery plot goes in the order of death first, to the spouse of any child of the record owner and second, in the order of death to the next heirs at law of the owner or the spouse of any heir at law. SB 1179 Page 4 12)Provides that any surviving spouse, parent, child or heir who has a right of interment in a private cemetery family plot may waive such right in favor of any other relative, or spouse of a relative of either the deceased owner or of his spouse, and upon such waiver the remains of the person in whose favor the waiver is made may be interred in the plot. This bill: 1) Defines "interment right" to mean rights held by the owner to use or control the use of a plot for the interment of human remains, including both of the following rights: a) To determine the number and identity of any person or persons to be interred in the plot within a cemetery in conformance with all applicable regulations adopted by the cemetery district; and b) To control the placement, design, wording, and removal of memorial markers in compliance with all applicable regulations adopted by the cemetery district. 2) Establishes that an interment right is a form of personal property but would not include the right for disinterment of human remains except on consent of the cemetery district and the written consent of the surviving spouse, child, parent, or sibling, in that order of priority. 3) Does not apply to, or prohibit, the removal of remains from one plot to another in the same cemetery or the removal of remains by a cemetery district upon the written order of any of the following: (a) the superior court of the county in which the cemetery is located; (b) the coroner having jurisdiction of the location of the cemetery; or (c) the health department having jurisdiction of the cemetery. SB 1179 Page 5 4) Requires the cemetery district to maintain a duplicate copy of that written order and a true and correct record of a removal of remains, supplied by the person making the removal, as specified, that includes all of the following: a) The date the remains were removed; b) The name and the age at death of the person whose remains were removed if available; c) The cemetery and plot from which the remains were removed; and d) If the removed remains are reinterred, the plot number, cemetery name, and location to which the remains were reinterred; e) If the removed remains are disposed of other than by being reinterred, a record of the alternate disposition; or f) If the removed remains are reinterred at the cemetery, the date of reinterment. 5) Provides that an interment right is the personal property of the person listed as the owner in the records of the cemetery district, subject to any written designation to the contrary signed by the owner and deposited with the cemetery district, or pursuant to a valid will or trust, or as directed by a superior court of competent jurisdiction in a probate proceeding. SB 1179 Page 6 6) Authorizes the owner of record of an interment right to designate in writing the person or persons, other than the owner of record, who may be interred in the plot to which the owner holds the interment right. 7) Requires, at the time of purchase, the owner of an interment right to designate a successor owner or owners of the interment right in a signed written designation deposited with the district. 8) Requires the use of an interment right transferred from the owner to a successor through written designation to be made in compliance with applicable provisions of state and local law, and of applicable requirements or policies established by the district board of trustees. 9) Provides that if the owner of an interment right dies without making a valid and enforceable disposition of the interment right in a testamentary device, or by a written designation, the successor to the interment right would be determined as directed by a superior court of competent jurisdiction in a probate proceeding or pursuant to priority order of succession as follows: a) To the competent surviving spouse or registered domestic partner; b) To either a sole surviving competent adult child of the deceased owner, or, if there is more than one competent adult child, the majority of the surviving competent adult children; however, less than the majority of the surviving competent adult children would be vested with the interment right if they have used reasonable effort to notify all other surviving competent adult children of their instructions and are not aware of any opposition to those instructions by any surviving competent adult children; SB 1179 Page 7 c) To the surviving competent parent or parents of the deceased owner; if one surviving competent parent is absent, the remaining competent parent would be vested with the interment right after reasonable efforts have been unsuccessful in locating the absent surviving competent parent; d) Either to the sole surviving competent adult sibling of the deceased owner, or, if there is more than one surviving competent adult sibling, then to the majority of the surviving competent adult siblings; however, less than the majority of competent adult siblings of the deceased owner would have the interment right if they have used reasonable efforts to notify all other surviving competent adult siblings of their instructions and are not aware of any opposition to those instructions by any surviving competent adult sibling; e) If no spouse, child, parent, or sibling survives, to the spouse of any child of the deceased owner; and f) To the next heirs at law of the owner or the spouse of any heir at law. 10)Authorizes any surviving spouse, domestic partner, child, or heir who has a right of interment as a successor owner to waive such right in favor of any other relative, or spouse of a relative of the deceased owner. 11)Defines "adult" to mean an individual who has attained 18 years of age and "child" to mean a natural or adopted child, and provides that an individual is "competent" if he or she has either not been declared incompetent by a court of law or has been declared competent by a court of law following a declaration of incompetence. SB 1179 Page 8 12)Provides that when a public cemetery district acts to transfer ownership rights or make an interment on the basis of the affidavit, given under penalty of perjury, as specified, the district, and any employee or trustee of the district, would not be liable for any claims, losses, or damages asserted in any action unless the district had actual knowledge that the facts stated in writing are false. 13)Requires a person purporting to be the successor owner of an internment right to execute a written affidavit declaring, under penalty of perjury, all of the following: (a) he or she is the person entitled to succeed to the interment right; (b) he or she has exerted all reasonable efforts to find other persons who may have an equal or higher claim to succeed to the interment right; and (c) he or she is unaware, to the best of his or her knowledge, of any opposition challenging his or her right to succeed to the interment right. 14)Requires, upon the sale to a person of a plot in a public cemetery district, the district to notify the purchaser, in writing, of any interment rights, the succession of ownership of the interment rights, and the district's duly adopted policies, rules, and regulations governing the use, sale, or other transfer of interment rights. Background Since 1909, public cemetery districts have provided California communities with the means to publicly finance the ownership, improvement, expansion, and operation of public cemeteries and provide respectful, cost-effective interments for district residents. California has over 250 public cemetery districts, which are governed by the Public Cemetery District Law (PCDL). The PCDL specifies the procedures for the formation and operation of public cemetery districts, procedures for the SB 1179 Page 9 selection of the district board of trustees, and the powers and duties of the board. SB 341 (Committee on Local Government, Chapter 57, Statutes of 2003) modernized and recodified the PCDL. Although that law explained how cemetery districts would manage interment rights, the PCDL did not define the term. Accordingly, SB 113 (Committee on Local Government, Chapter 332, Statutes of 2009), among other things, adopted a statutory definition of "interment right" within the PCDL to mean the use or control of the use of a plot, niche, or other space, for the interment of human remains. Subsequently, SB 184 (Committee on Governance and Finance, Chapter 210, Statutes of 2013), among other things, revised the definition of "family member" to include "domestic partner," as specified, in the PCDL. This bill establishes an interment right as personal property, requires the interment right owner to designate a successor, and, in the event a successor owner has not been otherwise named, establishes a procedure for the succession of an interment right in public cemetery districts. This bill also provides immunity from liability to a district or district employee or trustee for claims, losses, or damages resulting from transferring an interment right, as specified, and provides the circumstances and process under which human remains may be disinterred, reinterred, or removed from a public cemetery district after interment, and specifies the records required to be maintained by the public cemetery district and the person removing and relocating the human remains. Comments The author writes: Current law presently provides no direction, outside of probate, to public cemeteries when it comes to the use of internment rights purchased by someone who has already passed SB 1179 Page 10 away without designating a successor. Senate Bill 1179 requires internment right owners, at the time of purchase, to designate successors. Additionally, the bill will create a list of succession for the passing of this internment right if the owner of an internment right had not provided for a successor. Existing law provides that an interment right is the right to use or control the use of a plot, niche, or other space, for the interment of human remains. (Health & Saf. Code Sec. 9002(h).) In addition, Civil Code Section 802 establishes that burial rights create an interest in real property. This bill, instead, creates a personal property right of interment in a public cemetery district plot. According to the California Association of Public Cemeteries (CAPC), sponsor, the real property right provided in Civil Code Section 802 creates a "servitude," or an interest that "burdens" real property owned by others. CAPC argues that interment rights are, essentially, the same thing-servitudes or burdens on land held in fee by the cemetery owner. CAPC notes that Civil Code Section 802 itself, in describing these servitudes as interests in real property, creates a quandary for real property law in general. CAPC states that interests in real property must be recorded to be enforceable, but if the right of interment was actually recorded as real property, county recorder offices would be inundated with millions of interment rights. CAPC argues that it is important to have a system that is actually manageable for cemeteries and families. As such, CAPC believes that public cemetery burial rights should be classified as personal property. Notably, Civil Code Section 802 provides the right to be interred in a particular space on real property. Conversely, this bill creates a new personal property right in order to facilitate the transfer of the right to use and control the use of the plot and provide to public cemetery districts, interment SB 1179 Page 11 right owners, and their families clear successive rights to the use and control of the plot. According to CAPC, the absence of codified succession of interment rights in public cemetery districts causes weekly issues for public districts and unnecessary turmoil for families at their absolute worst time. CAPC argues that this bill provides clarity for quickly resolving sensitive matters for the betterment of the community which public districts serve. FISCAL EFFECT: Appropriation: No Fiscal Com.:YesLocal: Yes SUPPORT: (Verified5/9/16) California Association of Public Cemeteries (source) Altaville Cemetery District California Special Districts Association Fair Oaks Cemetery District Gridley-Briggs Cemetery District Kern County Cemetery District Lemoore Cemetery District Los Banos Cemetery District Oroville Cemetery District Public Cemetery Alliance Roseville Public Cemetery District San Jacinto Valley Cemetery District Sutter Cemetery District Williams Cemetery District Wilmington Cemetery District OPPOSITION: (Verified5/9/16) None received SB 1179 Page 12 Prepared by:Margie Estrada / JUD. / (916) 651-4113 5/11/16 15:12:42 **** END ****