BILL ANALYSIS SB 75 Page 1 Date of Hearing: July 13, 1999 ASSEMBLY COMMITTEE ON JUDICIARY Sheila James Kuehl, Chair SB 75 (Murray) - As Amended: April 27, 1999 As Proposed to be Amended SUBJECT : DOMESTIC PARTNERSHIP KEY ISSUE : SHOULD THE STATE ADOPT A STATUTORY SCHEME FOR THE REGISTRATION OF DOMESTIC PARTNERSHIPS? SUMMARY : Implements the Domestic Partnership Act of 1999, enacting a statutory scheme for the registration of domestic partnerships. Specifically, this bill : 1)Recognizes domestic partnerships validly entered into and recognized in other jurisdictions, and preempts all local ordinances and laws creating domestic partnerships within the state on or after July 1, 2000, permitting the retention or adoption only of those policies, ordinances, or laws that provide rights to domestic partners in addition to those provided by this bill. All domestic partnerships created before that date would remain valid, provided that a Declaration of Domestic Partnership is filed by the domestic partners under Section 298.5, but they would be governed by the provisions of this bill. 2)Requires the Secretary of State to provide forms for the registration and termination of domestic partnerships, to distribute such forms in each county, and to establish and charge fees for the actual costs of processing these forms. 3)Requires a Notice of Termination of Domestic Partnership to be filed with the Secretary of State by mailing a completed form to the Secretary of State via certified mail, and to be sent to all third parties to whom a copy of the Declaration of Domestic Partnership had been given. The date of the receipt of the Notice of Termination will be deemed the actual termination date of the Domestic Partnership. Termination of a partnership would occur under one of the following circumstances: a) One partner serves to the other a written notice via SB 75 Page 2 certified mail that he or she is terminating the partnership. b) One of the domestic partner dies. c) One of the domestic partners marries. d) The domestic partners no longer have a common residence. 4)Expressly provides that registration of the domestic partnership would not establish any rights except those specifically provided in the bill, and that upon termination of the partnership the partners shall no longer incur the obligations created by this bill. 5)Defines "domestic partners" as "two adults who have chosen to share one another's lives in an intimate and committed relationship of mutual caring," and who meet all of the following: a) Both persons have a common residence. b) Both persons agree to be jointly responsible during the partnership for each other's basic living expenses, including food, shelter, utilities, and all other costs directly related to the maintenance of the common residence. c) Neither person is married or a member of another domestic partnership. d) The two adults are not related to each other such that they could not be married to each other under existing law. e) Both persons are at least 18 years of age. f) Both persons file a Declaration of Domestic Partnership with the Secretary of State, as provided. g) Both persons are capable of consenting to the Domestic Partnership. h) Neither person has previously filed a Declaration of Domestic Partnership with the Secretary of State that has not been terminated under Section 299. 6)Requires health facilities to allow domestic partners, their children, and the domestic partner of a patient's parent to visit a patient in the facility, except where no visitors are allowed or under other specified conditions. 7)Changes the Probate Code to accord domestic partners the right to be notified of conservatorship proceedings, to give domestic partners preference in the court's selection of a SB 75 Page 3 conservator, and generally to participate in all actions concerning a conservatee who is a domestic partner; changes the Statutory Will form to allow for the selection of domestic partners as beneficiaries under the Will. EXISTING LAW : 1)Provides for the creation of valid marriages, specifies the rights and obligations of spouses during marriage, and provides the procedure for the termination of marriage and the division of marital property and obligations after death or marriage. (Family Code sections 300 et. seq ., 700 et. seq ., 760 et. seq ., 900 et. seq ., 1100 et. seq ., 1500 et. seq ., 2300 et. seq ., 2310 et. seq ., 2320 et. seq ., 2330 et. seq ., 2400 et. seq .) 2)Does not provide for state recognition of unmarried individuals. 3)Does not require health facilities to allow non-family members to visit with a patient. FISCAL EFFECT : Unknown COMMENTS : The author states that SB 75 is "designed to aid, strengthen, protect, and promote committed family relationships." According to the author, hundreds of thousands of Californians cohabit without the benefit of marriage, though their relationships could be as stable as those of married couples. Especially for senior citizens, cohabitation with a trusted friend, male or female, could provide them with the companionship, security and independence they need at this time of their lives. Many senior citizens do not marry due to restrictions on social security or other pension benefits that would affect their incomes. Although some accommodations are already available under existing law for "friends" to be regarded as "relatives," recognizing the status of domestic partners as being more than mere "friends" would give heterosexual and same-sex partners limited and basic rights in the areas of health care and conservatorships. Background : About eight years ago, the Legislature appointed a Joint Legislative Task Force on the Changing Family to study the SB 75 Page 4 evolving nature of the California family and to make recommendations to the Legislature as to how the needs of that changing family could be better met. The task force found that the traditional structure of the family, as it was known in the 1950s and 60s, had indeed changed over the years. Today, the traditional "nuclear family" no longer describes the majority of families in California. Instead, the concept of "family" has been extended to include stepparents, grandparents, parents-in-law, and, in many cities, even domestic partners. Children are relating to multiple families, as their biological parents get divorced, remarry and create new, extended families. According to the 1990 census, there are approximately 500,000 unmarried couples in California, 93 percent of which are heterosexual couples and 7 percent are same-sex couples. Of the 500,000 unmarried couples, 35,000 are senior citizen couples who are not married because of social security or other pension restrictions. Already there are hundreds of cities and municipalities, colleges and universities, private employers, labor unions, and even the U.S. House of Representatives that recognize and/or provide benefits to domestic partners. In California, among the local governments with domestic partnership policies are the Cities of Alameda, Berkeley, Laguna Beach, Los Angeles, Oakland, Petaluma, Sacramento, San Diego, Santa Barbara, Santa Cruz, West Hollywood, City and County of San Francisco, Counties of Los Angeles, Marin, San Mateo, Santa Cruz, and the Santa Cruz Metro Transit System. Ten university systems, including the University of California, as well as the University of Southern California, Golden Gate University, and the California Institute of Technology, Pasadena have similar policies. In the California private sector, 129 for-profit, not-for-profit and union organizations have chosen to provide benefits to domestic partners, including such organizations as Levi Strauss & Co., Novell, Kaiser Permanente Foundation Health Plan, Inc., International Brotherhood of Teamsters #70, Southern California Gas Co., Ticketmaster Group, Inc., Dow Chemical, Mattel, Eastman Kodak, IBM, Northwest Airlines, Pacific Stock Exchange, Patagonia, Inc., Paramount Pictures, Seagate Technology, Inc., Silicon Graphics, AFSCME #57 and #827, Consumers Union, Bank of America, Apple Computer, Viacom, CBS, ABC, PBS, FOX, Disney Corporation, and Warner Brothers. SB 75 Page 5 Legal effect of domestic partnership: rights bestowed : The only obligations the domestic partners would have to each other would be those that would create the domestic partnership. The rights that would be conferred on domestic partners are specified in the bill as follows: 1)A health facility would be required to allow a patient's domestic partner, children of the domestic partner, and the domestic partner of the patient's parent or child to visit the facility (unless no visitors are allowed, or the visitor's presence would endanger the patient or disrupt operations of the facility, or the patient has indicated he/she does not want the visitor to visit). 2)A domestic partner would be able to participate and have standing to appear in conservatorship proceedings where the other partner is the conservatee or proposed conservatee, be eligible for appointment as conservator (with the same preference as a spouse), nominate a conservator, receive notice of all hearings, petition the court for an accounting if justified or for the appointment of a successor conservator or for distribution of the surplus income of conservatee's estate for the support, maintenance and education of the conservatee and those entitled to the conservatee's support, and other rights related to conservatorship proceedings. The bill would further make conforming amendments to the Probate Code. 3)This bill would recognize as valid those domestic partnerships entered into outside the state, which would be valid in the jurisdiction where the partnership was created. The State of Massachusetts as well as cities such as Atlanta (GA), Ann Arbor (MI), Chapel Hill (NC), District of Columbia, Hartford (CT), Ithaca (NY), Provincetown (MA), Seattle (WA), East Lansing (MI), Cambridge (MA), Madison (WI) have instituted domestic partnership registries. The Statutory Will: Domestic partners as Beneficiaries : Although the bill would make changes to the Statutory Will-a simple document available at stationery stores statewide-the changes would not confer any rights to the domestic partner that current law does not already provide. Just as the testator can write in any name he or she wishes, the testator can write his or her domestic partner's name into the will as a beneficiary of his or her estate. The changes simply place the "domestic SB 75 Page 6 partner" (the phrase, not the name) inside any box where the "spouse" (the word, not the name) appears. Placing the domestic partner in the same box as the spouse does not legally elevate the stature of the domestic partner to that of a spouse, but proponents claim this would make it easier for a domestic partner to will his or her estate to the other partner. ARGUMENTS IN SUPPORT : There is substantial support for this bill. The California Child, Youth and Family Coalition members "believe in the dignity of all family forms and therefore support the recognition of domestic partnerships. This legislation recognizes the importance of state-sanctioned bonds between two people who have chosen to make a life together. Children and youth being raised in domestic partnerships are entitled to the same community support accorded other families." The California Federation of Teachers stated that "[I]ndividuals have often been prohibited from visiting a hospitalized person with whom they have established a domestic partnership because they are not considered "family." Non-relative partners have no legal standing in conservatorship proceedings. SB 75 secures such visitation and conservatorship rights." The Older Women's League of California noted that "[t]here are too many reasons to mention why two people find it necessary to live together without marrying. When one does not provide for recognition of this arrangement, one runs the risk of imposing great hardships and discrimination on the domestic partners. Older men and women often live without marriage for economic reasons. It seems unreasonable to expect people on limited income to live on less income because they decide to marry. Then there are the older friends who have lost a spouse-either men or women-who find for reasons of companionship as well as economy that living together is best for them." The Congress of California Seniors supports SB 75, stating that "[p]eople in nontraditional relationships should not be denied the very simple and basic rights which are afforded others. If these are close and stable relationships which people entered into knowingly, then domestic partners should not be punished. These include seniors who may not, for a variety of reasons, be able to be married in a traditional way. We see this bill as a way to treat domestic partners in a reasonable and fair way." SB 75 Page 7 The California Nurses Association believes that this bill "will give families the right to care for each other in times of crisis and need by allowing partners to visit each other in the hospital, and make decisions for each other when one is incapacitated. Nurses routinely witness the pain that domestic partners suffer when they are denied access to their loved one in the hospital. It is confusing and disorienting to all parties involved, including the nurse assigned to care for the patient. Because there are no clear guidelines, nurses are often caught in the middle of disagreements regarding families and partners' rights. This bill will promote responsibility and mutual support between two committed adults and will clarify some of the ambiguities surrounding responsible parties." Kaitlin Duck Sherwood of Palo Alto wrote in support of SB 75: "I was fortunate enough to rent a room in a house from a gay couple for four years. They built a home of laughter and love that was far more positive than the home I grew up in. From watching them negotiate differences, seeing their commitment grow and deepen, I learned how to make commitments myself, and how to keep them. It baffles me that my marriage of seven months should somehow be "worth" more than their eleven years together. My husband and I have not undergone these tests. My friends' relationship should be worth more than ours, not less. They deserve to be married, but SB 75 will do." ARGUMENTS IN OPPOSITION : Opponents of this bill state that the bill is unnecessary. They further state that the historical family arrangement works best for society, and that the recognition of domestic partnerships would devalue true family commitments. The Committee on Moral Concerns, Sacramento opposes this bill because "[o]ur society now suffers from high rates of divorce, spousal and child abandonment, child neglect, and illegitimacy. We cannot afford to further devalue the family with a new easy-in, easy-out semi-marriage. This bill will hurt children." The Institute for Creation Research, El Cajon states that the "ramifications of such a misguided attempt to legislate morality would be far-reaching and its results would be devastating. This not only puts undue burden on our business, but also violates our First Amendment Right to be separate from government interference." SB 75 Page 8 The Capitol Resource Institute, Sacramento strongly opposes SB 75 because it believes that the bill "will undermine the institution of marriage and family. By and large, "domestic partners" are overwhelmingly same-sex couples. By equating homosexual partner, or any unmarried partner, with the time-honored status of married spouse, the institution of marriage will be weakened and undermined. SB 75 is unnecessary, and will only serve to undermine the uniqueness of marriage between a man and a woman." PRIOR RELATED LEGISLATION : AB 54 (Murray, 1997) sought to recognize domestic partnerships and provide benefits for domestic partners. The bill died on the Assembly Floor. AB 75 is very similar to this bill. AB 627 (Katz, 1995) and AB 2810 (Katz, 1994) both sought to recognize domestic partnerships. Both failed in the Assembly Judiciary Committee. PENDING RELATED LEGISLATION : AB 26 (Migden, 1999) also recognizes domestic partners, but additionally requires a statement of veracity to accompany the Declaration of Domestic Partnership to be registered with the Secretary of State. It also mandates a group health care service plan and a policy of disability insurance for domestic partners. To be heard in the Senate Judiciary Committee. AB 107 (Knox, 1999) allows state and local employers within the Public Employees' Retirement System to offer heath care benefits to domestic partners. Passed on the Assembly Floor and to be heard in the Senate Industrial Relations Committee. SB 1173 (Vasconcellos, 1999) provides status for a caring de facto parent to maintain a long-term relationship with a child. Failed in the Senate Appropriations Committee and granted reconsideration. SB 442 (Alarcon,1999) allows the family of an aging, vulnerable person to protect him or her and his or her property from those who prey on the elderly, even after death. To be heard in the Senate Judiciary Committee. SB 75 Page 9 REGISTERED SUPPORT / OPPOSITION : Support American Association of Retired Persons (AARP) - California California Professional Firefighters Board of Supervisors of the City and County of San Francisco California Alliance for Pride and Equality (CAPE) United Transportation Union, AFL-CIO California Federation of Teachers, AFL-CIO East Bay Municipal Utility District California School Employees Association (CSEA) Gay and Lesbian Center of Los Angeles Southern California Women for Understanding AIDS Healthcare Foundation California Nurses Association Asian Pacific Gays and Friends (West Hollywood) Friends Committee on Legislation of California California Child, Youth and Family Coalition (CCYFC) Older Women's League of California (OWL) Congress of California Seniors National Organization for Women (NOW) 24 individual letters 17 form letters from individuals Opposition Secretary of State Bill Jones New Life Christian School Lila McCarty Marilyn Gaines Committee on Moral Concerns Institute for Creation Research Burton Wesenberg Capital Research Institute Roy and Sherry Schippman Analysis Prepared by : Syrus Devers and Sabina Jacobs / JUD. / (916) 319-2334