BILL ANALYSIS Ó ----------------------------------------------------------------- |SENATE RULES COMMITTEE | SB 1179| |Office of Senate Floor Analyses | | |(916) 651-1520 Fax: (916) | | |327-4478 | | ----------------------------------------------------------------- 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 SB 1179 Page 2 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. SB 1179 Page 3 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 4 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 SB 1179 Page 5 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. SB 1179 Page 6 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 SB 1179 Page 7 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 SB 1179 Page 8 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. SB 1179 Page 9 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. SB 1179 Page 10 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 SB 1179 Page 11 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, SB 1179 Page 12 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 **** END ****