BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                        Senator Ellen M. Corbett, Chair
                           2009-2010 Regular Session


          AB 121                                                 
          Assemblymember Hernandez                               
          As Introduced
          Hearing Date: June 16, 2009                            
          Code of Civil Procedure                                
          ADM:jd                                                 
                                                                 

                                     SUBJECT
                                         
                   Judgment Liens:  Continuation of the Lien

                                   DESCRIPTION  

          Under current law, a judgment lien on personal property  
          created by filing a notice of judgment lien with the  
          Secretary of State expires at the end of five years.  To  
          extend the effect of the judgment lien, a judgment creditor  
          must file a new lien.
           
          This bill would establish a process for the continuation of  
          a judgment lien on personal property, so that a creditor  
          would not have to file a new lien at the end of five years.  
           The process would be patterned after the process for the  
          continuation of security liens on various types of personal  
          property that are perfected through the filing of a  
          financing statement with the Secretary of State.

                                    BACKGROUND  

          The California Commercial Code provides for the filing of a  
          financing statement with the Secretary of State to perfect  
          a security lien on different types of personal property.   
          Under Section 9322(a) of the Commercial Code, conflicting  
          security interests perfected by the filing of financing  
          statements are prioritized based upon priority in time of  
          filing the financing statement.  Through this system,  
          lenders can safely provide financing secured by personal  
          property of their borrowers, i.e., the lender is assured of  
          the priority of its lien even while the personal property  
                                                                 
          (more)



          AB 121 (Hernandez)
          Page 2 of ?



          remains in productive use in the hands of the borrower. 

          A filed financing statement is effective initially for only  
          five years (Commercial Code Sec. 9515(a)), but under  
          Section 9515(d), the financing arrangement can continue  
          indefinitely as long as a continuation statement is filed  
          within six months before the date the financing statement  
          would otherwise expire.

          A similar system exists for judgment liens under Code of  
          Civil Procedure Section 697.510, which permits a judgment  
          creditor to record a judgment with the Secretary of State  
          to create a lien on certain personal property assets of a  
          judgment debtor.  This judgment lien also has a five-year  
          life but, unlike the perfected security lien under the  
          Commercial Code, it cannot be continued by the simple  
          filing of a continuation statement.

          This bill intends to cure this discrepancy between the  
          judgment lien recorded with the Secretary of State and the  
          security lien against personal property, perfected through  
          the filing of a financial statement with the Secretary of  
          State.

                             CHANGES TO EXISTING LAW
           
           Existing law  provides that a judgment lien against  
          specified personal property of a debtor is created by  
          filing a notice of judgment lien in the office of the  
          Secretary of State.  The judgment lien expires at the end  
          of five years from the date of filing, unless the money  
          judgment is satisfied or the lien is terminated or  
          released.  (Code Civ. Proc. Sec. 697.510.)

           This bill  would permit the continuation of a notice of  
          judgment lien filed in the office of the Secretary of State  
          by the filing of a continuation statement not more than six  
          months prior to the expiration of the first five-year  
          period.  A continuation statement that is not filed within  
          the six month period prior to expiration of the five-year  
          period would be ineffective.  A continued notice of  
          judgment lien is effective for five years commencing on the  
          day that the notice of judgment lien would have lapsed.

           This bill  would permit the filing of successive  
                                                                       




          AB 121 (Hernandez)
          Page 3 of ?



          continuation statements for five-year periods commencing on  
          the day on which the notice of judgment lien would have  
          lapsed absent the filing of the continuation statement.

           This bill  would define a "continuation statement" to mean  
          an amendment to the original notice of judgment lien that  
          contains the identification (file number) of the initial  
          notice of judgment to which it relates and that indicates  
          it is a continuation statement.

           This bill  would provide that the judgment lien created by  
          the filing of a notice of judgment lien in the office of  
          the Secretary of State is extinguished at the earliest to  
          occur of the following: (1) the money judgment is  
          satisfied; (2) the period or enforceability of the judgment  
          has terminated; or (3) the judgment lien is terminated or  
          released.  If the lien is extinguished, the judgment  
          creditor shall file a statement of release within 20 days  
          after the judgment creditor receives an authenticated  
          demand from the judgment debtor.

           This bill  would provide, in the event the judgment creditor  
          does not file a statement of release after demand was made,  
          that the person who made the demand may seek an order for  
          release of the judgment lien upon a noticed motion.  If the  
          court finds that the period of enforceability of the  
          judgment has terminated, the court shall order the judgment  
          creditor to file a statement of release or shall itself  
          order the release of the judgment lien.  (See Comment 2c.)

           This bill  would require the court to award reasonable  
          attorney's fees to the prevailing party in an action  
          brought under these provisions.

           This bill  would provide that Sections 9522 and 9523 of the  
          Commercial Code shall apply to a notice of judgment lien to  
          the same extent as to a filed financing statement.

           This bill  would authorize the Secretary of State to  
          promulgate appropriate forms and to charge the same fees as  
          set forth in the case of financing statements under the  
          Commercial Code.

                                     COMMENT
           
                                                                       




          AB 121 (Hernandez)
          Page 4 of ?



          1.    Need for the bill  

          The author states:

            Under the present law, a judgment lien creditor can  
            only file a new lien and lose priority because the  
            new lien does not relate back to the initial lien.   
            The other alternative for the lien creditor is to  
            levy on the personal property assets and dismantle  
            the going concern business.  This bill would allow a  
            judgment creditor to enter into a long term payment  
            arrangement and allow the judgment debtor to  
            continue in productive operation.

          The Business Law Section of the State Bar, sponsor of AB  
          121, explains that the current inability of a judgment  
          creditor to continue a notice of judgment lien "creates a  
          scenario in which, regardless of the underlying economics,  
          a judgment creditor may be forced to dismantle a going  
          concern in order to squeeze whatever value can be had from  
          the assets while they are still subject to the lien in  
          order to maintain its priority in distribution of  
          proceeds."  The sponsor suggests that amending the statute  
          to permit the judgment lien to be continued at the end of  
          the initial five-year period "would open the opportunity  
          for the judgment creditor and the judgment debtor to enter  
          a long term payment plan that may permit a research and  
          development program to come full circle, or a newly planted  
          orchard to grow to maturity and bear fruit, or a machine  
          with a thirty-year lifespan to continue to produce widgets  
          rather than going to the auction block."
          2.    Continuation of notice of judgment would place  
            judgment lien on par with secured liens perfected by  
            financing statements and judgment liens on real property

           Under current law, a judgment lien on real property  
          initially lasts for ten years from the date of entry of the  
          judgment (Code Civ. Proc. Sec. 697.310) and may be extended  
          for an additional ten-year period by renewing the money  
          judgment (Code Civ. Proc. Sec. 683.180.)  A judgment lien  
          on real property is created by recording an abstract of  
          judgment with the county recorder.  The lien may be renewed  
          for another 10-year period at any time prior to the end of  
          the original 10 years by recording a copy of an application  
          for renewal with the county recorder (assuming the judgment  
                                                                       




          AB 121 (Hernandez)
          Page 5 of ?



          itself was renewed).

          A secured lien on personal property may be perfected by a  
          lender by filing a financing statement with the Secretary  
          of State.  For example, a bank that loans a small yogurt  
          factory $100,000 for equipment purchases generally will  
          file a financing statement with the Secretary of State to  
          perfect a lien on the equipment.  If the borrower defaults  
          and decides to close down the factory, he or she cannot  
          sell the equipment without the lender being paid the loaned  
          amount or some other amount that the parties may negotiate.  
           Or, the lender may negotiate a different type of payment  
          arrangement in order to allow the borrower the opportunity  
          to keep the business going and make smaller payments so  
          that, in the long run, the loan will be paid.  If the term  
          of the new financing arrangement lasts longer than five  
          years from the time the lien was perfected, the lender will  
          simply file a continuation statement within the six months  
          prior to the end of the five-year period.  The continuation  
          statement would contain information on the original  
          financing statement so that the continued lien relates back  
          to that lien and preserves the priority of the lien.  Any  
          other lien obtained by the borrower (for example, if one  
          year later the borrower borrows again against the equipment  
          from a private lender and gives the new lender a lien to  
          file with the Secretary of State) would be second in  
          priority to that of the original lender.  This procedure is  
          embodied in Article 9 of the California Commercial Code  
          (Division 9 - Uniform Commercial Code-Secured Transactions,  
          commencing with Section 9101).  

          Assembly Bill 121 would create a similar system for money  
          judgments that have been converted into judgment liens on  
          personal property by the filing of a notice of judgment  
          lien with the Secretary of State.

          a.    Continuation statement must be filed within 6 months  
            of expiration date or it is ineffective
           
            This bill would provide that a filed judgment lien lapses  
            five years from the date of the filing, unless a  
            continuation statement is properly filed.  It would 
            permit a continuation statement to be filed only within  
            the six month period prior to the expiration of the  
            five-year lien.  If timely filed, the continuation  
                                                                       




          AB 121 (Hernandez)
          Page 6 of ?



            statement would effectively continue the judgment lien  
            for another five years, at which time the judgment lien  
            would lapse unless another continuation statement was  
            properly filed.  Each continuation would relate back to  
            the original judgment lien filed.

            The fact that the continuation of the judgment lien would  
            relate back to the original notice of judgment lien filed  
            is what makes this bill very valuable to judgment  
            creditors.  Under current Code of Civil Procedure Section  
            697.510, a judgment creditor can establish a lien on  
            certain personal property assets of the judgment debtor  
            and be accorded priority in the same recording system of  
            record, thereby giving notice of the lien to other  
            creditors while the personal property remains in  
            productive use in the hands of the judgment debtor.  The  
            lien attaches to accounts receivable, chattel paper,  
            equipment, farm products, inventory, and negotiable  
            documents of title. 

            Thus, Code of Civil Procedure Section 697.510 provides a  
            useful alternative to the immediate levy and seizure of a  
            judgment debtor's assets under a writ of execution.  For  
            example, the debtor may own a manufacturing facility  
            containing specialized equipment that can create valuable  
            products over a long period of time.  In the case of a  
            large judgment against a small company, it may be in the  
            best interest of all concerned - judgment debtor,  
            judgment creditor, other creditors, employees, suppliers,  
            landlord, etc.-for the judgment debtor and judgment  
            creditor to agree to a payment plan lasting many years.

            But, without this ability to continue the judgment lien  
            under Code of Civil Procedure Section 697.510, the  
            parties negotiating their way out of a lose-lose  
            situation may not have sufficient time before the  
            judgment lien lapses.  If the lien lapses, it would lose  
            its priority standing vis-?-vis other liens on personal  
            property of the debtor, and when filed again, it would  
            rate at the bottom of the priority list. 

            Assembly Bill 121 would cure this defect in the Code of  
            Civil Procedure.

          b.    When judgment lien is extinguished
                                                                       




          AB 121 (Hernandez)
          Page 7 of ?



           
            Assembly Bill 121 would provide that the judgment lien is  
            extinguished at the earliest to occur of the following  
            events: (1) the money judgment is satisfied; or (2) the  
            period of enforceability of the judgment, including any  
            extension, has terminated (i.e., the underlying judgment  
            was not renewed and allowed to lapse); or (3) the  
            judgment lien is terminated or released.

            This language is taken from existing law on judgment  
            liens on personal property (current Code Civ. Proc. Sec.  
            697.510(b)).

          c.    Procedure for obtaining a statement of release when  
          lien is extinguished  

            Generally, when a lien is extinguished (e.g., the  
            underlying judgment expired and was not renewed, thus its  
            enforceability has terminated, or the underlying judgment  
            was satisfied and the judgment was released), the  
            judgment debtor is entitled to a statement of release  
            that he or she can then file with the Secretary of State.  
            The statement of release notifies the public that the  
            lien has been cleared and frees the judgment debtor from  
            restraints associated with an outstanding lien. This bill  
            would establish a process for a judgment debtor to obtain  
            a statement of release from the judgment creditor if the  
            lien is extinguished.  The process provided in this bill  
            tracks the process of obtaining an acknowledgement of  
            satisfaction for judgment liens against real property  
            that have been extinguished (Code Civ. Proc. Secs.  
            697.370, 697.380, 697.400, 697.660), and also obtaining a  
            statement of release under the Commercial Code.

            Assembly Bill 121 would require the judgment creditor to  
            file a statement of release within 20 days after the  
            judgment creditor receives an "authenticated demand from  
            the judgment debtor."  The bill would define  
            "authenticated demand" to mean either a signed written  
            demand or an executed or otherwise encrypted demand  
            delivered electronically that identifies the judgment  
            debtor and the demand for a statement of release.

            Assembly Bill 121 would provide that if the judgment  
            creditor does not file a statement of release as  
                                                                       




          AB 121 (Hernandez)
          Page 8 of ?



            requested, the person who made the demand may apply to  
            the court on noticed motion for an order releasing the  
            judgment lien.  Notice of the motion would be required to  
            be filed in the county where the judgment was rendered  
            and notice of the motion would be required to be served  
            on the judgment creditor (personally or by mail).  Upon  
            satisfactory proof to the court that the enforceability  
            of the judgment has terminated, the court shall order the  
            judgment creditor to prepare and file the statement of  
            release, or shall itself order the lien released.  The  
            court's order may then be filed in the Office of the  
            Secretary of State in the same manner as a filing of a  
            notice of judgment lien.

            The bill also would provide for reasonable attorney's  
            fees to be awarded to the prevailing party in any  
            litigation pursuant to this new statute.  Presumably the  
            litigation would involve the action to obtain a statement  
            of release or the release of the judgment lien if the  
            judgment creditor did not accede to the judgment debtor's  
            demand.


          d.    Nothing in this section is in derogation of any other  
            relief to which an aggrieved person may be entitled by  
            law.
             
            This bill would provide that "nothing in this section is  
            in derogation of any other relief to which an aggrieved  
            person may be entitled by law."  Thus, a judgment debtor  
            may, instead of pursuing a statement of release under  
            this section when the lien is extinguished, file a  
            complaint for slander of title, for example, or seek an  
            acknowledgment of satisfaction of judgment in the court  
            where the original judgment was issued, and obtain a  
            court-ordered release of the judgment lien filed in the  
            Secretary of State's Office. 

          3.    Secretary of State to prescribe forms, if  
          cost-efficient

           Current law authorizes the Secretary of State to charge  
          fees for filing and indexing records in its offices.  This  
          bill would authorize the Secretary of State to also  
          maintain the filings made under its provisions for at least  
                                                                       




          AB 121 (Hernandez)
          Page 9 of ?



          one year after the judgment lien had elapsed, just as filed  
          financing statements are recorded and maintained.  

          Finally, the bill would authorize the Secretary of State to  
          prescribe forms, if cost savings would be achieved thereby,  
          for use by judgment creditors and judgment debtors in  
          filing and continuing these judgment liens.

           Support  :  None Known

           Opposition  :  None Known

                                     HISTORY
           
           Source  :  Business Law Section of the State Bar of  
          California, the Insolvency Law Committee

           Related Pending Legislation  :  None Known

           Prior Legislation  :  AB 3013 (Levine, 2008), which was  
          virtually identical to AB 121 was amended to reflect  
          amendments recommended by this committee.  Assembly Bill  
          121 incorporates this committee's recommended amendments.   
          Assembly Bill 3013 was vetoed, not on the substance of the  
          bill, but due to the Governor's 2008-2009 Budget  
          priorities.

           Prior Vote  :   

          Assembly Judiciary Committee (Ayes 9, Noes 0)
          Assembly Appropriations Committee (Ayes 16, Noes 0)
          Assembly Floor (Ayes 74, Noes 0)

                                 **************