BILL ANALYSIS                                                                                                                                                                                                    Ó




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          |SENATE RULES COMMITTEE            |                       SB 1179|
          |Office of Senate Floor Analyses   |                              |
          |(916) 651-1520    Fax: (916)      |                              |
          |327-4478                          |                              |
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                                      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:








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           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.









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           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.









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           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.








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           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.










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           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;








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              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.








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           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  








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          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  








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            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  








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          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








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          Prepared by:Margie Estrada / JUD. / (916) 651-4113
          5/11/16 15:12:42


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