BILL ANALYSIS                                                                                                                                                                                                    Ó




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          |SENATE RULES COMMITTEE            |                       SB 1179|
          |Office of Senate Floor Analyses   |                              |
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                                UNFINISHED BUSINESS 


          Bill No:  SB 1179
          Author:   Vidak (R) 
          Amended:  6/6/16  
          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

           SENATE FLOOR:  38-0, 5/12/16 (Consent)
           AYES:  Allen, Anderson, Bates, Beall, Berryhill, Block,  
            Cannella, De León, Fuller, Gaines, Galgiani, Glazer, Hall,  
            Hancock, Hernandez, Hertzberg, Hill, Hueso, Huff, Jackson,  
            Lara, Leno, Leyva, McGuire, Mendoza, Mitchell, Monning,  
            Moorlach, Morrell, Nguyen, Nielsen, Pan, Pavley, Roth, Stone,  
            Vidak, Wieckowski, Wolk
           NO VOTE RECORDED:  Liu, Runner

           ASSEMBLY FLOOR:  78-0, 8/11/16 (Consent) - See last page for  
            vote

           SUBJECT:   Public cemetery districts:  interment rights


          SOURCE:    California Association of Public Cemeteries


          DIGEST:  This bill establishes an interment right as a  
          transferable property interest, 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  








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          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.


          Assembly Amendments establish interment rights as transferable  
          property interests.  The amendments provide that the intestate  
          order of succession would apply if the owner dies without making  
          the written designation required by this bill and without making  
          a valid and enforceable disposition of the interment right by a  
          specific devise in a testamentary device.  The amendments  
          require that the public cemetery district follow abandonment  
          procedures for public cemetery districts in the event that the  
          owner dies with no heirs at law.


          ANALYSIS:   


          Existing law:


           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. 











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           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  








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             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.





           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:


                 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


                 To control the placement, design, wording, and removal  
               of memorial markers in compliance with all applicable  
               regulations adopted by the cemetery district.









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           1) Establishes that an interment right is a transferable  
             property interest 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.


           2) 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.


           3) 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:


                 The date the remains were removed;


                 The name and the age at death of the person whose  
               remains were removed if available;


                 The cemetery and plot from which the remains were  
               removed; and 


                 If the removed remains are reinterred, the plot number,  
               cemetery name, and location to which the remains were  
               reinterred; 


                 If the removed remains are disposed of other than by  
               being reinterred, a record of the alternate disposition; or









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                 If the removed remains are reinterred at the cemetery,  
               the date of reinterment.





           1) Establishes that an interment right provides a transferable  
             property interest to 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 to the owner's successor, as  
             specified.


           2) Provides that an internment right shall not be construed as  
             conferring title to the property burdened by the transferable  
             property interest.


           3) 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.


           4) 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.


           5) 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.


           6) Provides that if the owner of an interment right dies  
             without making a valid and enforceable disposition of the  








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             interment right by a specific devise in a testamentary  
             device, or by the required written designation, the interment  
             right shall pass by the intestate order of succession and in  
             the event the owner has no heirs at law, the district shall  
             follow abandonment procedures, as specified.


           7) 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.


           8) 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.


           9) 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.


           10)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.










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          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  
          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 a transferable  
          property interest, 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.








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          Comments


          The author writes:


             Current law presently provides no direction to public  
             cemeteries when it comes to the use of interment rights  
             purchased by someone who has already passed away without  
             designating a successor.  Because of this ambiguity with  
             the passing of interment rights, some public cemeteries  
             have established their own guidelines or policies as to  
             how internment rights are passed down.  With guidelines  
             varying from district to district, it can cause confusion  
             and delay for a family that is trying to utilize an  
             interment right purchased by a deceased family member.   
             When a cemetery decides to use an interment right that has  
             not been probated or successor named in legal documents,  
             they usually have about 3 to 7 days to make a decision to  
             accommodate the family's request to inter the deceased.   
             These quick and emotional decisions must be made by public  
             cemeteries to determine who has the authority to use the  
             interment right with very little guidance from the law.   
             SB 1179 requires interment right owners, at the time of  
             purchase, to designate successors.  If the owner of an  
             interment right passes before any successors are appointed  
             in either the previous provisions of SB 1179 or a legal  
             device (will, trust, probate), the interment right will  
             transfer to the successors according to the rules of  
             interstate succession, similar to the transfer of burial  
             rights in private cemeteries.  Heirs who have an interment  
             right are able to waive that right in favor of any other  
             relative of the deceased owner.

          FISCAL EFFECT:   Appropriation:    No          Fiscal  
          Com.:YesLocal:   Yes

          According to the Assembly Appropriations Committee, any  
          additional administrative costs to public cemetery districts  
          should minor and absorbable, and thus are not likely to result  








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          in any state reimbursable mandated costs.




          SUPPORT:   (Verified8/12/16)


          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
          Madera Cemetery District 
          Murrieta Valley Cemetery District 
          Oroville Cemetery District
          Paso Robles District Cemetery 
          Public Cemetery Alliance
          Roseville Public Cemetery District
          San Jacinto Valley Cemetery District
          Sutter Cemetery District
          Williams Cemetery District
          Wilmington Cemetery District


          OPPOSITION:   (Verified8/12/16)


          None received


          ASSEMBLY FLOOR:  78-0, 8/11/16
          AYES:  Achadjian, Alejo, Travis Allen, Arambula, Atkins, Baker,  
            Bigelow, Bloom, Bonilla, Bonta, Brough, Brown, Burke,  
            Calderon, Campos, Chang, Chau, Chávez, Chiu, Chu, Cooley,  
            Cooper, Dababneh, Dahle, Daly, Dodd, Eggman, Frazier, Beth  
            Gaines, Gallagher, Cristina Garcia, Eduardo Garcia, Gatto,  
            Gipson, Gomez, Gonzalez, Gordon, Gray, Grove, Hadley, Harper,  
            Holden, Irwin, Jones, Jones-Sawyer, Kim, Lackey, Levine,  








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            Linder, Lopez, Maienschein, Mathis, Mayes, McCarty, Medina,  
            Melendez, Mullin, Nazarian, Obernolte, O'Donnell, Olsen,  
            Patterson, Quirk, Ridley-Thomas, Rodriguez, Salas, Santiago,  
            Steinorth, Mark Stone, Thurmond, Ting, Wagner, Waldron, Weber,  
            Wilk, Williams, Wood, Rendon
          NO VOTE RECORDED:  Roger Hernández, Low


          Prepared by:Margie Estrada / JUD. / (916) 651-4113
          8/12/16 13:28:15


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