BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                         Senator Joseph L. Dunn, Chair
                           2005-2006 Regular Session


          SB 1082                                                S
          Senator Morrow and Ducheny                             B
          As Amended April 25, 2005
          Hearing Date:  April 26, 2005                          1
          Family Code                                            0
          DSH:cjt                                                8
                                                                 2

                                  FOR VOTE ONLY

                                    SUBJECT
                                         
              Child Custody, Visitation and Support Obligations:  
            Modification for Activated, Deployed Military Personnel

                                   DESCRIPTION  

          This bill would facilitate the process for activated  
          reservists and National Guard members to seek a  
          modification of their child support orders prior to  
          deployment out-of-state.  The bill would, additionally, if  
          the court cannot set the matter for hearing prior to the  
          deployment, preserve the service member's ability to modify  
          the support order retroactively to the date of deployment  
          or date of filing and service of the modification petition,  
          whichever is later, to reflect any change in income  
          resulting from the activation to military service.
           
          To remind service members that their support obligations  
          will continue at their current rate unless modified by  
          court order, the bill would require the Department of Child  
          Support Services (DCSS) to work with all branches of the  
          military and the National Guard to ensure that information,  
          including the appropriate court forms, is made available at  
          all mobilization stations or other appropriate locations  
          service members typically receive similar types of  
          information and counsel prior to deployment.  The bill  
          would also require DCSS to develop and similarly distribute  
          a form which, if completed by service members who have a  
          case through the local child support agency, will require  
                                                                 
          (more)



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          the local agency to bring a motion to modify the order,  
          without the need for the service member to be present.
           
          For service members who do not utilize either of these  
          procedures to seek modification of their support orders,  
          the bill would provide that interest does not accrue on any  
          unpaid child support that would not have been due and owing  





































                                                                       




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          had the service member modified the order to reflect his or  
          her reduced military income.  The bill would also prohibit  
          penalties from being assessed against that same portion of  
          unpaid support.
           
          The bill would additionally provide that the fact of a  
          person's deployment out-of-state, in and of itself, cannot  
          be used by the court as a ground for modification of  
          custody or visitation.

                                    BACKGROUND  

          With the war in Iraq and the activation of many reservists  
          and members of the National Guard, there has been increased  
          attention paid to the effects of out-of-state or overseas  
          deployment on service members and their families.  In  
          December 2003, Congress updated the former Soldiers' and  
          Sailors' Civil Relief Act, and enacted the new  
          Servicemembers Civil Relief Act (SCRA), "to provide for,  
          strengthen, and expedite the national defense . . . to  
          enable [service members] to devote their entire energy to  
          the defense needs of the Nation; and to provide for the  
          temporary suspension of judicial and administrative  
          proceedings and transactions that may adversely affect the  
          civil rights of service members during their military  
          service." (50 U.S.C. Appendix Section 502.)  The SCRA, like  
          its predecessor, among other things, prohibits default  
          actions against service members deployed out of the United  
          States, limits the amount of interest that may be assessed  
          on debts that accrued prior to deployment, and requires a  
          stay of proceedings if the service member's military duty  
          materially affects his or her ability to appear.
           
          However, the SCRA does nothing to address a service  
          member's ongoing child support obligation.  For many  
          service members, their income is reduced when activated to  
          military service.  A child support order does not change to  
          reflect reduced income, however, unless action is taken to  
          seek a court-ordered modification.  Whether it is because  
          of the difficulty of preparing a court filing and obtaining  
          a hearing before deployment, or because the service member  
          is not aware of the ability or need to modify the order,  
          there has been increased attention of late to service  
          members who return to California with substantial child  
          support arrears that accrued solely because they were  
                                                                       




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          serving their country and earning too little to meet their  
          existing support obligation.

          This bill was heard on April 19.  At the request of this  
          Committee, the author agreed to amend the bill to reflect  
          most of the suggestions raised in this Committee's prior  
          analysis, and to examine the issues raised by the Family  
          Law Section of the State Bar.  This analysis reflects the  
          amendments taken by the author to address both the  
          committee's comments and some of the suggestions of the  
          State Bar.  (See Comment 6, beginning on page 9.)


                             CHANGES TO EXISTING LAW
           
          1.   Retroactive Modification of Support Orders
           
             Existing law  prohibits a court from modifying a child  
            support order retroactive to any period of time prior to  
            the filing and service of a motion or order to show cause  
            for modification.  (42 U.S.C. 666(a)(9), known as the  
            "Bradley amendment," Family Code Section 3651.)  


             Existing law  authorizes, but does not require, a court to  
            make an order retroactive to the date of filing and  
            notice of the motion or order to show cause for  
            modification.  If, however, the modification is due to  
            the unemployment of the support obligor or obligee, the  
            court is required, absent a finding of good cause, to  
            make the order retroactive to the date of unemployment or  
            the date of service, whichever is later.  (Family Code  
            Section 3653.)
           
             This bill  would require the Judicial Council to create a  
            form notice of activation and request for modification  
            which a service member could use to request a  
            modification hearing based on the change in income as a  
            result of the activation and deployment.  This form may  
            be used in lieu of the standard order to show cause or  
            notice of motion.
           
             This bill  would require the court, when modifying a  
            support obligation based on a change in income  
            attributable to activation and deployment, to make the  
                                                                       




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            order retroactive to the date of service of the pleading  
            on the other party or the date of activation, whichever  
            is later.  Upon a finding of good cause and reasons  
            stated on the record, the court may order that the  
            modification is not retroactive.  Good cause may include  
            a finding by the court that the delay in seeking the  
            modification was not reasonable under the circumstances.
           
          2.   Relief from Child Support Interest and Penalties
           
             Existing law  provides that interest commences to accrue  
            on a money judgment on the date of entry of judgment.  If  
            a money judgment is payable in installments, interest  
            accrues as to each installment on the date the  
            installment becomes due.  Interest accrues at the rate of  
            10 percent per year.  (Code of Civil Procedure Sections  
            685.010 and 685.020.)
           
             Existing law  authorizes the court to assess penalties for  
            nonpayment of support in egregious instances of  
            noncompliance with a child support order.  (Family Code  
            Section 4720 et seq.)
           
             This bill  would provide that, for obligor service members  
            who do not use the streamlined modification process  
            created by this bill, interest nevertheless does not  
            accrue on the amount of support that would not have been  
            owed had the obligor obtained a modified support order to  
            reflect his or her reduced income as a result of being  
            activated to military service and deployed out-of-state.   
            Upon a finding by the court that good cause did not exist  
            for the service member's failure to seek, or delay in  
            seeking the modification, this bill would permit the  
            court to order that interest shall accrue as otherwise  
            authorized by law.
           
             This bill  would, absent a finding of good cause, also  
            prohibit penalties from being imposed with regard to  
            unpaid support that accrued because an activated,  
            deployed service member failed to modify his or her  
            support order prior to deployment to reflect his or her  
            reduced income.  
           
          3.   Compromise of Arrears 
           
                                                                       




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             Existing law  requires the Department of Child Support  
            Services (DCSS) to establish a program for the compromise  
            of child support arrears and interest owed to the state.   
            The amount of the compromise shall take into account the  
            obligor's ability to pay and must be in the best interest  
            of the state. (Family Code Section 17560.)
           
             This bill  would declare that, absent a finding of good  
            cause to the contrary, a compromise shall be in the best  
            interest of the state in the following circumstance:  a)  
            the support obligor was a reservist or National Guard  
            member who was activated and deployed out-of-state; b)  
            the service member failed to modify the support order to  
            reflect the reduced income he or she was paid by the  
            military; c) arrears accumulated during the period of  
            deployment; and d) the compromise is the amount of  
            support that would not have accrued if the order had been  
            appropriately modified. The bill would require DCSS to  
            develop the necessary rules to implement this provision  
            within 90 days of the effective date of this bill. 
           
          4.  Stay of Proceedings
           
             Existing law  requires the court, upon application of a  
            service member, or on its own motion, to grant a stay of  
            90 days or more in any civil action or proceeding at any  
            time prior to final judgment if certain conditions are  
            satisfied.  (Servicemembers Civil Relief Act, 50 U.S.C.  
            Appendix Section 522.)  The application shall include a  
            letter setting forth how the current military duty  
            requirements materially affect the service member's  
            ability to appear, or a letter from the commanding  
            officer indicating that the service member's military  
            duty prevents appearance and that the military leave is  
            not authorized at that time. (Id.)
             
            Existing law  provides that, upon expiration of the  
            mandatory stay, the court may grant an additional stay,  
            upon application of the service member demonstrating that  
            continuing military duty will have a material affect on  
            his or her ability to appear.  If the court refuses to  
            grant the additional stay, it shall appoint counsel to  
            represent the service member.  (Servicemembers Civil  
            Relief Act, 50 U.S.C. Appendix Section 522.)  
           
                                                                       




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             This bill  would restate the requirements of federal law,  
            by requiring the court to grant a stay of the motion or  
            order to show cause for modification if the service  
            member's application cannot be heard prior to deployment.  
             The requirements for a stay would be consistent with the  
            time lines and conditions for granting a stay set forth  
            in the federal Servicemembers Civil Relief Act. The bill  
            would further provide that if an additional stay is  
            requested, and the court exercises its power not to grant  
            it, the court shall comply with the federal requirement  
            to appoint counsel for the service member.
           
          5.   Modification of Custody and Visitation Orders
           
             Existing law  provides that a final custody or visitation  
            order may be modified by the family court only if some  
            significant change in circumstances indicates that a  
            different arrangement would be in the child's best  
            interest.  (Marriage of LaMusga (2004) 37 Cal.4th 1072,  
            1088; Burchard v. Garay (1986) 42 Cal.3d 531, 535.)
           
             This bill  would provide that a party's absence from the  
            home or failure to comply with a custody or visitation  
            order may not, in and of itself, justify a modification  
            of the order if the reason for the absence or failure is  
            the party's activation to military service and deployment  
            out-of-state.
          
          
                                     COMMENT
           
          1.   Stated need for bill   
           
            According to the authors, reservists and National Guard  
            personnel are being activated to military service with  
            little time to take care of the many pressing issues that  
            they are leaving behind.  The authors comment that "those  
            with family law issues cannot get into court before  
            deployment given the amount of time between orders and  
            the shipping out date.  If they experience a reduction in  
            income due to the activation and fail to modify their  
            support orders to reflect this reduced income, they may  
            return from active duty with a substantial amount of  
            arrears having accrued." 

                                                                       




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            The authors' staff points out that SB 1082 would not  
            change the basic rules for calculation of the amount of  
            support due and owing.  In other words, if the activation  
            does not affect the amount of the service member's  
            income, no modification would be called for under the  
            child support guideline.
            The authors also express a concern that in the service  
            member's absence, court orders have been made  
            inappropriately altering custody and visitation  
            arrangements without giving the service member an  
            opportunity to be heard on the issue.
           
          2.    Support for the bill  
           
            The Armed Forces Retirees Association of California  
            (AFRAC), the sponsor of SB 1082, echoes the authors'  
            point, noting that "for those reservists who are paying  
            child support, complications ensue if they do not make  
            the necessary accommodations related to their reduced  
            income while they serve and they come home to legal  
            problems."  AFRAC notes that federal law prohibits the  
            modification of a support order for the time period prior  
            to the filing and service of a request for modification.   
            As a result, service members who fail to change their  
            support order at the front end do not have an opportunity  
            when they return to civilian life to reduce the amount  
            that they should have owed in the prior period.
           
            Committee staff was also contacted by 265 individuals  
            associated with the Military Parents Alliance expressing  
            their strong support for the bill.  These individuals  
            comment that SB 1082 "will help correct a terrible  
            injustice currently faced by activated reservists and  
            National Guardsmen who are noncustodial parents.  Today  
            these service personnel can return from deployment  
            overseas to find themselves hopelessly in arrears on  
            child support or even facing jail.  Others are taken  
            advantage of terribly in custody matters while they are  
            deployed."
           
           3.Balancing the burdens imposed on the obligor and the  
            obligee  
           
                Where a reservist gets short notice of his or her  
            imminent deployment to Iraq, the service member with  
                                                                       




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            numerous obligations, including family obligations, may  
            find it so overwhelming that he or she cannot possibly  
            cope with it all, thus forgetting to take care of one or  
            two essential tasks.  For situations like the above, the  
            public policy behind SB 1082 finds its greatest support.   
            However, there may be other cases that occur where a  
            support obligor is given ample notice of activation, or  
            where the obligor is deployed in the United States, has  
            ready access to the form petition and a fax machine, and  
            appointed counsel can handle the matter if the soldier  
            cannot return to California on holiday or other leave.   
            If for whatever reason that person fails to pursue a  
            modification order in a reasonable manner, that service  
            member would still be entitled under SB 1082 to  
            retroactive application of any later obtained  
            modification order (which could be months or years later,  
            but which would relate back to the original filing date  
            or service of the modification petition), as well as to  
            the waiver of penalties and non-accrual of interest for  
            the non-payment of that part of the support obligation  
            which could have been modified but was not.    
                 
                Additionally, the potential hardship of a delayed,  
            retroactive modification of support on the support  
            obligee cannot be overlooked.  Although the obligee must  
            be served a copy of the notice of activation in order for  
            the modification to be made retroactive, that notice  
            alone will likely not inform the obligee of the amount  
            the order could be reduced. The child support guideline  
            is not a simple formula that allows the obligee to simply  
            look at the obligor's income and know how much support  
            will be provided.   The obligee, who is relying on the  
            support to feed, clothe and shelter the family, has  
            little opportunity to determine the means they will be  
            expected to live within just by receiving this piece of  
            paper and a retroactive modification could in turn cause  
            severe hardship to the support obligee.  When the obligor  
            in fact had reasonable time and opportunity to get to  
            court before deployment elsewhere in the United States  
            but failed to take timely advantage, it might be argued  
            that this burden falls too heavily on the obligee.  In  
            likely recognition of this potential unfairness, the bill  
            would provide that the court, upon a showing of good  
            cause and for reasons stated, may decline to make a  
            modification retroactive.  The bill has been amended to  
                                                                       




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            further clarify that good cause shall include, but not be  
            limited to, a finding that the delay in seeking the  
            modification was not reasonable under the circumstances.

            The bill does not differentiate between the diverse  
            situations of the short notice activation and deployment  
            to Iraq, and the lengthy notice of activation and  
            deployment to Washington State. This issue may be  
            especially relevant for obligors with IV-D cases, where  
            they are simply required to complete a form and submit it  
            to the local child support agency.  The local agency then  
            pursues the modification.  Service members who failed to  
            file the necessary forms prior to deployment, but who now  
            are not on the front lines, still have an arguably easy  
            opportunity to complete the required form and fax it to  
            the local agency.

            While consideration might be given to further narrowing  
            the bill by distinguishing between those soldiers  
            deployed overseas and those deployed within the United  
            States, some of the potential fairness issues may be  
            addressed by the recent amendments adding a good cause  
            exception to automatic application of the bill's  
            retroactivity, non-accrual of interest and waiver of  
            penalties provisions.

           4.SB 1082's approach to interest on arrears and penalties  

            Interest on child support obligations has been the  
            subject of some legislative debate in the past several  
            years. Efforts were made to, among other things, reduce  
            the interest rate, not assess interest on support  
            obligations owed by incarcerated individuals, and change  
            the way child support payments are credited so that  
            payments are credited first to the principal balance and  
            only after that to interest.  Generally, the Legislature  
            has not favored the forgiveness or waiver of interest on  
            unpaid child support.  

            This bill would provide that, if a service member fails  
            to take advantage of the proffered opportunity to file a  
            form notice of activation to military service, thereby  
            fixing the date for modification, the child support order  
            nevertheless does not accrue interest, and penalties  
            would not attach, on that amount owed and unpaid which  
                                                                       




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            would not have accrued if the support order were properly  
            modified.  The authors believe that, no matter how  
            streamlined and simplified the modification process is  
            made, service members still often have only a handful of  
            days to address a huge variety of critically important  
            issues affecting their lives and the lives of their loved  
            ones prior to activation and deployment.  Although a  
            service member who fails to file the appropriate  
            modification request will not get the benefit of the  
            reduced amount of support, the bill would prohibit  
            interest from being assessed on the amount of support  
            that would not have been owed if the modification  
            occurred.  While this provision would provide special  
            treatment for service members who fail to obtain  
            modification orders as compared to other non-military  
            obligors who fail to modify their orders, the authors  
            assert that the fact these individuals are putting their  
            lives on the line to protect the nation, justifies  this  
            special treatment.

            Although federal law prohibits the retroactive  
            modification of support obligations, by providing that  
            the interest does not ever accrue (as opposed to waiving  
            it after accrual), this bill does not appear to conflict  
                  with federal law.  The State Bar Family Law Section  
            disagrees, believing that this provision is an  
            impermissible retroactive modification under federal law.  

             
            As noted in Comment 3 above, the bill does not  
            differentiate between the diverse situations of the short  
            notice activation and deployment to Iraq, and the lengthy  
            notice of activation and deployment to Washington State. 
             
          5.    Compromise provisions intended to aid returning  
            soldiers from Iraq  
           
            At page 8, line 39, this bill would amend the existing  
            compromise of state-owed arrears program (operated by the  
            Department of Child Support Services) to add a special  
            compromise provision to benefit support obligors who owe  
            money to the state because of the state's provision of  
            child support payments to the soldier's child.  Where the  
            reservist or National Guard member was activated and  
            deployed out-of-state, and where he or she failed to  
                                                                       




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            modify the support order to reflect his or her reduced  
            military income, and where arrears accumulated during the  
            period of deployment, this bill would declare as a matter  
            of law that a compromise (of the obligor's debt to the  
            state) is in the best interest of the state when the  
            compromise is to forgive the amount of support that would  
            not have accrued if the modification order had been  
            timely obtained. This determination that it is in the  
            best interests of the state could be overridden with good  
            cause, including a finding the delay in seeking the  
            modification, or failure to seek the modification at all,  
            was not reasonable under the circumstances.
             
            This provision is intended in large part to benefit the  
            returning reservist or National Guard member who was  
            deployed for some months or years ago, and is thus not in  
            a position to take advantage of SB 1082's special  
            modification procedures.   However, this compromise  
            provision would also apply to those soldiers who were  
            activated and deployed after the effective date of the  
            bill, but who failed to use the special procedures.   
            Considerations about the hardship to the support obligee  
            don't apply because the debt is to the state.  Instead,  
            the burden of any shortfall of revenue resulting from the  
            compromises would fall on the California taxpayer. The  
            recently added good cause exception that would allow DCSS  
            to not issue the compromise is intended to allow DCSS to  
            better balance those interests where the service member's  
            actions - or inaction - were more egregious.
             
          6.    April 25 amendments taken to address the balance of  
          hardships
           
            As noted above, this Committee heard SB 1082 on April 19.  
             In response to questions raised in the analysis and by  
            committee members, the author amended the bill to provide  
            greater clarity and expressly permit the court to weigh  
            the competing interests.  The author amended the bill in  
            the following ways:

             a.   To clarify that good cause to not make the  
               modification retroactive would include a finding that  
               the delay in bringing the modification action was not  
               reasonable under the circumstances.  This could  
               include scenarios where, for example, the  
                                                                       




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               servicemember was given significant notice of the  
               deployment, and failed to take steps to modify the  
               order despite having a reasonable opportunity to do  
               so.

             b.   To clarify that in order to qualify for a stay of  
               proceedings, the servicemember must comply with the  
               federal requirements to submit, as part of the request  
               for the stay, a letter setting forth how the current  
               military duty requirements materially affect the  
               service member's ability to appear, or a letter from  
               the commanding officer indicating that the service  
               member's military duty prevents appearance and that  
               the military leave is not authorized at that time.

             c.   To clarify that upon a finding of good cause, the  
               court may order that interest does accrue as  
               authorized by law, and that penalties may be assessed.

             d.   To clarify that DCSS may find good cause that a  
               compromise is not in the best interest of the state,  
               including where the service member's failure to seek,  
               or delay in seeking the modification was not  
               reasonable under the circumstances.

             e.   To provide that, if the modification was stayed  
               until the service member returned to California duty  
               from his or her active duty deployment, then the  
               servicemember must within 60 days of his or her  
               return, request the court to set the matter for  
               hearing.  Failure to request a court date within this  
               time frame will result in the service member losing  
               the benefits of the modification provisions of the  
               bill.

             f.   To require the Judicial Council, on the notice of  
               activation form, to include a warning to the opposing  
               party informing him or her that, absent a finding of  
               good cause, the order will be made retroactive. This  
               will ensure that the opposing party has some real  
               notice of the effect the service member's reduction in  
               income may have on the child support obligation.

          7.    Sidenote:  Compromise provisions will sunset on  
            January 1, 2007  
                                                                       




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            Existing Family Code Section 17560, which sets forth the  
            current compromise program, is scheduled for sunset on  
            January 1, 2007.   This program was enacted as part of a  
            budget deal to generate additional revenue for the state.  
             The Department of Child Support Services is directed to  
            make a mid-2006 report to the Legislature regarding the  
            program's success or failure. 
            SB 1082's compromise provisions are amended into that  
            section. Thus, the new compromise will also sunset on  
            January 1, 2007.   Hopefully, our reservists and National  
            Guard troops will be home before then.  


          8.    Development of the court forms  

           

            Typically, the Judicial Council produces new or revised  
            forms in one of two cycles, either January or July.  The  
            forms the Judicial Council develops are reviewed  
            internally at the Council by forms committees and others,  
            and also go out for public comment.  This bill would  
            require the Judicial Council to develop the forms created  
            by the bill within 90 days of the effective date of the  
            measure.  This would likely be outside of the traditional  
            cycle.  The authors note however, that they received  
            assurances from a high-level official at the  
            Administrative Office of the Courts that forms  
            necessitated by this bill could be produced outside the  
            normal cycle.

           9.Continuing issues of the State Bar's Family Law Section

             The amendments taken by the author address many of the  
            issues raised by the Family Law Section of the State Bar.  
             For example:



             a.   The amendments clarify that the notice of  
               activation and request for modification is not  
               intended to supplant the existing order to show cause  
               or notice of motion.  Rather, this new form is an  
               alternative that may be used by the service member.
                                                                       




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             b.   The amendments clarify that the term "penalties"  
               refers to monetary penalties expressly authorized by  
               the Family Code, and not, as the Family Section  
               queried, interest or enforcement mechanisms such as  
               tax intercepts.

             c.   The amendments remove any lingering doubt that the  
               notice of activation and request for modification must  
               be served on the opposing party, and not just filed  
               with the court.

             d.   The amendments clarify that the notice of  
               activation form to be developed by the Judicial  
               Council must contain the date of deployment and all  
               information necessary for the court to determine the  
               appropriate amount of child support to order. The form  
               will also notify the requesting party of the  
               obligation to bring the matter to court for final  
               resolution within 60 days of returning to California,  
               or otherwise lose the benefits afforded by this bill.

            The Family Law Section believes a few additional  
            amendments are still necessary:

             a.   Requiring the Judicial Council to create, and the  
               service member to file, a notice of deactivation of  
               military service upon return from active duty  
               deployment.  Although the bill now requires the matter  
               to be brought to court within 60 days of return if the  
               service member wants the order to be made retroactive,  
               the Family Law Section believes this additional form  
               is necessary to remind the service member of his or  
               her obligation to act upon return.

             b.   Expressly stating that the party may request, and  
               the court may grant, an order shortening time for  
               service and hearing to clarify the procedure for  
               getting in to court in advance of the servicemember's  
               deployment.  However, upon a search of the Family  
               Code, Committee counsel found no other sections where  
               this process is laid out in statute. It is unclear why  
               this bill would need to expressly provide for this  
               otherwise understood possible procedure.

                                                                       




          SB 1082 (Morrow)
          Page 16



                 The Family Law Section also suggested some  
                 amendments regarding notice to local child support  
                 agencies and lengthening the time allotted for local  
                 child support agencies to bring a motion for  
                 modification.  However, neither DCSS nor the local  
                 child support agencies have raised these concerns.   
                 Additionally, DCSS has already directed local child  
                 support agencies to "give request for review and  
                 adjustment [i.e. modification] from servicemembers  
                 the highest priority and flexibility allowed under  
                 State law." (CSS Letter 04-24, dated November 2,  
                 2004.)

          Support:  Military Parents Alliance; State Bar Family Law  
          Section (if amended); 
                           265 individuals

          Opposition:  None Known

                                     HISTORY
           
          Source:  Armed Forces Retirees Association of California

          Related Pending Legislation:  AB 265 (Haynes), pending in  
          the Assembly 
                                  Judiciary Committee; no hearing  
                         date set
         
          Prior Legislation:  None Known

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