BILL ANALYSIS                                                                                                                                                                                                    



                                                                AB 2729
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        Date of Hearing:  May 4, 2004

                          ASSEMBLY COMMITTEE ON JUDICIARY
                              Ellen M. Corbett, Chair
                     AB 2729 (Leno) - As Amended: April 1, 2004
         
        SUBJECT  :  JUDICIAL MISCONDUCT INVESTIGATIONS:  DUE PROCESS

         KEY ISSUES  :

        1)IS THIS, AS THE CALIFORNIA JUDGES ASSOCIATION SUGGESTS, A  
          CLASSIC "GOOSE AND GANDER" SITUATION, WHEREBY JUDGES BEING  
          INVESTIGATED FOR ALLEGED MISCONDUCT SHOULD HAVE THE SAME ABILITY  
          TO SUBPOENA AND DEPOSE WITNESSES IN JUDICIAL MISCONDUCT  
          INVESTIGATIONS AS THE COMMISSION ON JUDICIAL PERFORMANCE (CJP)  
          HAS WHEN INVESTIGATING THEM?

        2)WILL, ON THE OTHER HAND, THE PROPOSED GRANT OF NEW PROCEDURAL  
          RIGHTS FOR JUDGES BEING INVESTIGATED FOR POSSIBLE MISCONDUCT  
          PRIOR TO THE ISSUANCE OF FORMAL PROCEEDINGS BE UNNECESSARY,  
          OVERLY COSTLY, POTENTIALLY UNCONSTITUTIONAL, AND CHILLING OF  
          WITNESS COOPERATION IN THESE INVESTIGATIONS, AS ARGUED BY THE  
          CJP? 

                                     SYNOPSIS

        According to the author, the purpose of this legislation, which is  
        sponsored by the California Judges Association (CJA), is to assure  
        that judges facing investigations by the Commission on Judicial  
        Performance ("CJP or Commission") are accorded the same ability to  
        issue subpoenas and depose witnesses as the Commission itself  
        currently has. The author states that current law gives the  
        Commission the ability to obtain sworn discovery of witnesses in  
        investigating alleged judicial misconduct, while denying judges  
        that fundamental due process right. CJA argues this is a classic  
        due process issue, and that what's good for the goose is good for  
        the gander in this important area of judicial misconduct  
        investigations.

        In strong opposition to the bill, the Director of the CJP argues  
        on behalf of the Commission that this legislation is flawed for a  
        host of reasons.  These reasons include that, according to the  










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        Commission, the bill is likely unconstitutional in that it unduly  
        impinges upon the Commission's constitutionally-vested authority  
        to make its own determinations about the process that is due  
        judges prior to official charges being levied against a judge. CJP  
        also argues that valid reasons exist for restricting depositions  
        in judicial disciplinary proceedings prior to charges being made,  
        including that in recent years the Judicial Council has purchased  
        insurance which pays for judges' costs to defend disciplinary  
        proceedings and that allowing for such depositions will cause  
        substantial security and other costs on an agency that has already  
        been hit with substantial budgetary reductions in recent years.   
        Finally CJP argues that the bill fails to provide an appropriate  
        forum for the resolution of discovery disputes that would  
        inevitably arise under the bill, and that permitting depositions,  
        particularly of court staff, will likely increase the disruption  
        experienced by courts as a result of commission proceedings and  
        may sadly discourage already reluctant witnesses from reporting  
        misconduct to the commission and from cooperating with the  
        commission.

         SUMMARY  :  Seeks to allow judges facing investigations by the  
        Commission on Judicial Performance ("CJP or Commission") the same  
        ability to issue subpoenas and depose witnesses as the Commission  
        itself currently has.  Specifically,  this bill  : 

        1)Amends provisions in the Government Code to authorize CJP to  
          "take testimony" in the conduct of investigations and formal  
          proceedings involving potential judicial misconduct.  

        2)Permits deposition orders issued by the CJP upon a showing by  
          the judicial officer being investigated by the CJP that the  
          proposed deponent is a material witness, and there is standard  
          "good cause" for the taking of the requested deposition.

         EXISTING LAW  :

        1)Constitutionally vests the CJP with the authority to make rules  
          regarding CJP procedures including, but not limited to, rules  
          and procedures for the investigation of judges, for handling the  
          confidentiality of complaints to, and investigations by, the  
          CJP.  Also vests CJP with the duty to make rules regarding  
          formal proceedings against judges when there is cause to believe  










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          either that the judge has a serious disability that interferes  
          with the performance of the judge's duties or that the judge has  
          engaged in wrongdoing.  (Cal. Constitution Article 6, section  
          18(i). Approved by the voters November 8, 1994, as Proposition  
          190.) 

        2)Permits the CJP to publicly or privately admonish a judge or  
          former judge found to have engaged in an improper action or  
          dereliction of duty (Cal. Const. Art. 6, section 18(d)) and  
          provides that when CJP institutes formal proceedings, the notice  
          of charges, the answer, and all subsequent papers and  
          proceedings shall be open to the public.  (Cal. Const. Art. 6,  
          section 18(j).)

        3)Effectively gives the CJP the ability to obtain sworn discovery  
          of witnesses in investigating alleged judicial misconduct while  
          denying judges this right.  (Rule 122 of the Commission on  
          Judicial Performance and Government Code Sections 68750, 68751,  
          68752, and 68753.)

        4)Provides, in the Commission's "Rule 122" regarding discovery  
          procedures, that, amongst other things, "discovery may be  
          obtained only after a written notice of formal proceedings is  
          issued" and that discovery requests may be made in writing at  
          any time only after the filing of the notice of formal  
          proceedings.  Depositions may be taken only after initiation of  
          formal charges against the judge, and "the commission or the  
          masters shall order the taking of the deposition of any person  
          upon a showing by the side requesting the deposition that the  
          proposed deponent is a material witness who is unable or cannot  
          be compelled to attend the hearing.  If a deposition is ordered,  
          the procedures stated in Government Code section 68753 shall be  
          followed.  The side requesting the deposition shall bear all  
          costs of the deposition."  (Commission on Judicial Performance  
          Rule 122, Adopted 12/1/96.)

         FISCAL EFFECT  :   As currently in print this bill is keyed  
        non-fiscal.

         COMMENTS  :  This bill raises important legal and policy issues  
        about the powers of the Commission on Judicial Performance (CJP)  
        and about how much "process should be due" judges facing  










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        investigations by the CJP for possible misconduct.  In support of  
        the bill, the author writes that the purpose of the bill is to  
        assure that judges facing investigations by the Commission are  
        accorded sufficient due process, by providing judges the same  
        ability to issue subpoenas and depose witnesses as has the  
        Commission itself.

         ARGUMENTS IN SUPPORT  :  This bill is sponsored by the California  
        Judges Association, which argues in support that the existing  
        procedures for investigating judges for alleged misconduct are  
        inadequate.  According to CJA:
         
              The Commission essentially argues that no changes to  
             Section 68753 are required because the existing system  
             is adequate.  Beyond the obvious reply that we are  
             seeking discovery proceedings which are fair and  
             balanced, and not merely adequate, counsel for judges  
             who approached the sponsor about the need for AB 2729  
             maintain that the system is most assuredly not  
             "adequate".  While the Commission's Trial Counsel may  
             encourage witnesses to speak to defense counsel, those  
             involved with defending judges report that obtaining  
             witness cooperation can be exceedingly difficult.  The  
             result is that judges often do not know the nature of  
             a witness' testimony until the hearing itself.  We  
             will be prepared at the hearing on AB 2729, or in  
             further discussions preceding the hearing, to present  
             additional input concerning the practical importance  
             of deposition discovery in defending judges.  

        ARGUMENTS IN OPPOSITION  :  Writing in strong opposition to this  
        bill, the Chief Counsel and Director of the CJP (hereafter to be  
        referred to as "CJP") argues that the legislation raises a number  
        of legal problems and policy issues.  She writes, amongst other  
        things, that the bill appears to violate the California  
        Constitution and the separation of powers doctrine, stating:  

             Article VI, section 18 (i) (1), (2) vests exclusive  
             authority in the commission for the promulgation of  
             rules for investigations and for formal proceedings  
             against judges.  In contrast to the Judicial Council's  
             authority to promulgate court rules "not inconsistent  










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             with statute," no rule-making authority is reserved to  
             the Legislature by the Constitution...  The  
             commission's restriction of the use of its subpoena  
             power and authority to order depositions appears to be  
             a valid exercise of its constitutional rulemaking  
             authority.

        The CJP also contends that although the bill would permit judges  
        to take depositions prior to any charges being filed, "no due  
        process rights attach" at this juncture in the Commission's  
        proceedings.  It also states that valid reasons exist for  
        restricting depositions in judicial disciplinary proceedings,  
        including that in recent years "the Judicial Council has purchased  
        insurance - available to all California judges - that affords  
        counsel to defend disciplinary proceedings.  This has eliminated  
        the cost to judges of depositions as a check against abuse of  
        discovery.  In fact, it is the panel defense counsel paid through  
        the Judicial Council's insurance that are seeking to expand  
        deposition discovery."

        CJP also states in opposition that the bill's proposal for  
        discovery depositions "fails to provide an appropriate forum for  
        the resolution of discovery disputes that would inevitably ensue  
        over the issuance of a deposition subpoena (for example whether  
        the proposed deponent was a material witness or not, whether there  
        otherwise was good cause for the taking of the deposition and the  
        manner of taking the deposition)."  CJP states that the current  
        situation provides adequate due process protections to judges  
        because "depositions are equally available to either side to  
        perpetuate testimony of unavailable witnesses."
         
        Finally, CJP states that "Nothing in the rules prevents counsel  
        for judges from interviewing witnesses and, in fact, the  
        commission's Trial Counsel encourage witnesses to speak to defense  
        counsel once charges have been filed...  [However permitting]  
        depositions, particularly of court staff, is likely to increase  
        the disruption experienced by courts as a result of commission  
        proceedings and may discourage already reluctant witnesses from  
        reporting misconduct to the commission and from cooperating with  
        the commission."
         
        The Judges' Association Response to the Commission's Opposition:    










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        In response to the CJP arguments noted above, CJA states the  
        following points: 

        CJP Fails to Recognize the Co-Extensive Jurisdiction of the  
        Legislature in Procedural Issues:  CJA disagrees with CJP's  
        constitutional assertion, stating that CJP has failed to cite  
        any case authority for its assertion of exclusive authority in  
        the Commission for the promulgation of rules for formal  
        proceedings against judges.  Writes CJA:  "[T]he plain language  
        of the constitutional provision in question makes no reference  
        to exclusive jurisdiction, and a basic rule of statutory  
        construction is that language should not be inferred where none  
        exists."  CJA states that CJA's reliance upon the case of  
        California Court Reporters Association, Inc. v. Judicial Council  
        of California (1995) 39 Cal.App.4th 15, for its argument that  
        any authority in the Legislature in this area is secondary to  
        the Commission and available only when the Commission authority  
        has not been exercised simply "misreads the opinion, which  
        actually provides authority for the legislative act exercised in  
        AB 2729."

        Judges are Entitled to Additional Due Process Protections Upon the  
        Filing of Formal Charges:  CJA also disagrees with CJP's claim  
        that judges are not entitled to due process at the pre-formal  
        proceedings stage of an investigation, stating that "To the  
        contrary, the cases suggest that judges facing the ultimate  
        penalty of removal from office should have expanded due process  
        rights" from the moment an investigation into their alleged  
        misconduct commences.  
         
        Commission Arguments Concerning Delay and Costs Must be Considered  
        in Light of Their Role in an Adversarial Process:  Finally, CJA  
        bristles at what it perceives as CJP's minimization of the need  
        for full due process rights in this area at the commencement of an  
        investigation of a judge's alleged misconduct, stating in part  
        that:
         
              ... due process will sometimes lengthen proceedings,  
             with attendant costs, but such is the cost of  
             providing individuals with the tools to defend  
             themselves against charges which could result in  
             removal from office.  It is also possible, of course,  










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             that the converse is true:  the ability to obtain  
             sworn testimony prior to the hearing on the charges  
             could reduce the issues to be litigated in hearings  
             and reduce the time and cost of proceedings... 

         Discovery dispute resolution mechanism  :  The author has informed  
        the Committee that should this legislation move forward he intends  
        to work with court representatives, CJP and other interested  
        parties to address concerns raised about how best to resolve  
        discovery disputes under the bill.
         
        Prior Related Legislation  :
         
         SB 1623 (Kopp) of 1998 sought to make various changes to the  
        process through which CJP investigates and disciplines judges.   
        Amongst other things, that bill sought to authorize a judge who is  
        the subject of a CJP investigation to appear before the CJP and  
        testify, personally or through an attorney, prior to the issuance  
        of formal charges against the judge.  Governor Wilson vetoed the  
        bill stating he felt it an unconstitutional incursion into the  
        rule-making authority of the CJP. 
         
         AB 1110 (Escutia) also of 1998, sought to circumscribe what  
        constitutes misconduct by a judge, and was similarly vetoed by  
        Governor Wilson due to his belief that the bill unconstitutionally  
        sought to establish rules for the conduct of judges.  

        REGISTERED SUPPORT / OPPOSITION  :   

         Support 
         
        California Judges Association (sponsor)

         Opposition 
         
        Commission on Judicial Performance
         
        Analysis Prepared by  :    Drew Liebert / JUD. / (916) 319-2334