BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 433
                                                                  Page  1

          Date of Hearing:   July 3, 2007

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Dave Jones, Chair
                    SB 433 (Harman) - As Amended:  April 10, 2007

                                  PROPOSED CONSENT

           SENATE VOTE  :   36-0
           
          SUBJECT  :   HOMESTEAD EXEMPTIONS

           KEY ISSUE  :  SHOULD A SPOUSE IN A DIVORCE PROCEEDING BE ALLOWED  
          TO RETAIN A RIGHT TO AUTOMATIC HOMESTEAD EXEMPTION, UNTIL ENTRY  
          OF JUDGMENT DIVIDING THE COMMUNITY PROPERTY, REGARDLESS OF  
          WHETHER OR NOT HE OR SHE IS LIVING IN THE HOUSE?

                                      SYNOPSIS
          
          This non-controversial bill, sponsored by the Conference of  
          Delegates of California Bar Associations, entitles a judgment  
          debtor, not currently residing in the homestead, to an automatic  
          homestead exemption if their former spouse continues to reside  
          in the home.  According to the author, when spouses decide to  
          either separate, or to seek a divorce, one spouse often moves  
          out, while the other continues to reside in the family  
          residence.  Pursuant to Section 704.710 of the Code of Civil  
          Procedure, the automatic homestead exemption only applies when  
          the judgment debtor, or spouse, has continuously resided in the  
          dwelling from the time of attachment of the creditor's lien to  
          the court determination that the dwelling is a homestead.  The  
          Conference of Delegates states that it is unfair to the spouse  
          that is not residing in the property to have their homestead  
          rights terminated even though they continue to have a community  
          property ownership interest in the dwelling.  Aside from  
          addressing the issue of fairness, this bill also addresses the  
          issue of safety:  Current law is obviously unfair to a judgment  
          debtor spouse who has vacated the property in order to avoid  
          physical abuse perpetrated by the spouse remaining in the family  
          home.  A victim of domestic violence should not be penalized for  
          leaving the homestead for self-preservation, and this bill seeks  
          to provide a reasonable solution.  The bill has no known  
          opposition.

           SUMMARY  :  Entitles a judgment debtor, not currently residing in  








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          the homestead, to an automatic homestead exemption if their  
          former spouse continues to reside in the home.  Specifically,  
           this bill  :   

          1)Provides that a judgment debtor, not currently residing in the  
            homestead, is entitled to an automatic homestead exemption if  
            their separated or former spouse continues to reside and  
            exercise control over possession of the homestead.  

          2)Provides that entitlement ends upon the entry of judgment or  
            other legally enforceable agreement dividing the community  
            property between the judgment debtor and the separated or  
            former spouse, or as specified by court order.

          3)Specifies that nothing in this bill shall entitle the judgment  
            debtor to more than one exempt homestead.  

          4)Provides "spouse" may include a separated or former spouse as  
            specified.

           EXISTING LAW  : 

          1)Requires the Legislature to protect, by law, a certain portion  
            of the homestead and other property, from forced sale.   
            (California Constitution, Article XX, Section 1.5.) 

          2)Provides both an automatic and a declared homestead exemption  
            that serve to protect a portion of equity in a debtor's home  
            from creditors.  (Code of Civil Procedure Sections 704.710 et  
            seq., 704.910 et seq.)

          3)Provides that the automatic homestead exemption applies to the  
            principal dwelling in which the judgment debtor, or spouse,  
            continuously resided from the date of attachment of the  
            judgment creditor's lien until a court determination that the  
            dwelling is a homestead.  (Code of Civil Procedure Section  
            704.710.)  

          4)Protects dwellings that qualify under the automatic homestead  
            exemption by:

             a)   Exempting them from a court ordered sale, provided that  
               criteria relating to the amount received are not met; and, 

             b)   Exempting proceeds of a forced lien sale, or the value  








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               received from damage, destruction, or acquisition for  
               public use, in the amount of the homestead exemption.   
               (Code of Civil Procedure Sections 704.720; 704.800.)

          5)Provides that if the judgment debtor and their spouse reside  
            in separate homesteads, only one of the homesteads is exempt.   
            (Code of Civil Procedure Section 704.720(c).)   

          6)Provides that "spouse" does not include a married person upon  
            an entry of judgment of legal separation, unless those persons  
            reside in the same dwelling.  (Code of Civil Procedure Section  
            704.710.) 

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

           COMMENTS  :  This non-controversial bill entitles a judgment  
          debtor, not currently residing in the homestead, to an automatic  
          homestead exemption if their former spouse continues to reside  
          in the home.  According to the author, when spouses decide to  
          either separate, or to seek a divorce, one spouse often moves  
          out, while the other continues to reside in the family  
          residence.  Pursuant to Code of Civil Procedure section 704.710,  
          the automatic homestead exemption only applies when the judgment  
          debtor, or spouse, has continuously resided in the dwelling from  
          the time of attachment of the creditor's lien to the court  
          determination that the dwelling is a homestead.  The sponsors,  
          the Conference of Delegates of the California Bar Associations,  
          state that it is unfair to the spouse that is not residing in  
          the property to have their homestead rights terminated even  
          though they continue to have a community property ownership  
          interest in the dwelling.  This result is particularly unfair  
          where the judgment debtor has vacated the property in order to  
          avoid physical abuse.  This bill has no known opposition.

           Homestead Exemptions  .  Under current law, the Legislature is  
          required to protect a portion of a homestead, and other select  
          property, from forced sale.  (California Constitution, Article  
          XX, Section 1.5.)  The policy underlying the California  
          homestead exemption is to protect property from existing debts  
          and to prevent creditors from taking all property belonging to a  
          judgment debtor in order to satisfy creditors' claims.  (Yager  
          v. Yager, 7 Cal. 2d 213, 217 (1936).)  "'The broad purpose of  
          the homestead laws is to promote the security of the home, and  
          to place such property beyond the reach of the consequences of  








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          the homeowner's economic misfortune.'"  (Swearingen v. Byrne, 67  
          Cal. App. 3d 580 (1977).)  Existing law provides that a person  
          may protect a specified portion of the value of their principal  
          dwelling from being sold pursuant to a court order to satisfy a  
          debt to creditors.  If the dwelling cannot be sold for an amount  
          that exceeds the exemption (plus liens and encumbrances on the  
          property itself), it may not be sold to satisfy the judgment.   
          The homestead exemption, under current law, requires either the  
          judgment debtor or the spouse to reside in the dwelling on the  
          date of the attachment of the lien, and to continuously reside  
          thereafter until a court determination that the dwelling is a  
          homestead.  
           
           Extension of Exemption Protects Victims of Spousal Abuse  .  Under  
          current law, for a recently separated or divorced judgment  
          debtor to retain their automatic homestead exemption, that  
          debtor must continue to reside in the dwelling until a court  
          determines that the dwelling is a homestead.  (Code of Civil  
          Procedure Section 704.710(c).)  This leads to unfair results if  
          a victim of domestic abuse decides to seek a divorce and move  
          out of the family residence to distance themselves from the  
          abuser.  As a result of this decision, under current law, that  
          victim may lose his or her homestead exemption upon the  
          dissolving of the marriage.  The author notes that such a result  
          is "particularly unfair," when the individual still retains a  
          community interest in the dwelling.  

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          Conference of Delegates of the California Bar Associations
           
            Opposition 
           
          None on file

           Analysis Prepared by  :    Manuel Valencia / JUD. / (916) 319-2334