BILL ANALYSIS                                                                                                                                                                                                    







                      SENATE COMMITTEE ON PUBLIC SAFETY
                             Senator Mark Leno, Chair                A
                             2009-2010 Regular Session               B

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          AB 653 (Feuer)                                              
          As Amended June 30, 2009 
          Hearing date:  July 7, 2009
          Government Code
          SM:mc

                             MARITAL PRIVILEGE IN POLICE 
              DISCIPLINARY INVESTIGATIONS AND ADMINISTRATIVE HEARINGS   

                                       HISTORY

          Source:  Association for Los Angeles Deputy Sheriffs; Los  
          Angeles County Probation                               Officers  
          Union; Riverside Sheriffs' Association; Los Angeles Police  
          Protective                                             League

          Prior Legislation: SB 2215 (Lockyer) - Chap. 786, Stats. 1998
                       AB 1436 (Cardoza), Chap. 148, Stats. 1997 
                       SB 282 (Johannessen) - vetoed, 1996
                       AB 3999 (1990) - held in Assembly Public Safety  
          Committee

          Support: AFSCME; California Fraternal Order of Police;  
                   California Narcotics Officers Association; California  
                   Peace Officers Association; California Police Chiefs  
                   Association; Long Beach Police Officers Association;  
                   Los Angeles County Professional Peace Officers  
                   Association; Peace Officers Research Association of  
                   California (PORAC); Santa Ana Police Officers  
                   Association

          Opposition:None known





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                                                             AB 653 (Feuer)
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          Assembly Floor Vote:  Ayes  76 - Noes  0


                                         KEY ISSUE
           
          SHOULD A PEACE OFFICER WHO ASSERTS EVIDENTIARY MARITAL PRIVILEGES IN  
          AN ADMINISTRATIVE OR DISCIPLINARY INVESTIGATION OR HEARING NOT BE  
          SUBJECT TO ADMINISTRATIVE DISCIPLINE FOR FAILURE TO REPORT  
          INFORMATION TO HIS OR HER SUPERVISOR OR DEPARTMENT, EXCEPT AS  
          SPECIFIED?


                                       PURPOSE

          The purpose of this bill is to provide that a peace officer who  
          asserts evidentiary marital privileges in an administrative or  
          disciplinary investigation or hearing shall not be subject to  
          administrative discipline for failure to report information to  
          his or her supervisor or department, except as specified.
          
           Existing law  generally governs law enforcement agencies  
          conducting internal affairs investigations of peace officers.   
          (Gov. Code . 3300-3313.)  Existing law also provides for the  
          protection of peace officers' procedural rights in these  
          investigations.  (Gov. Code . 3304.)

           Existing law  provides that, except as otherwise provided by  
          statute, a married person has a privilege not to testify against  
          his spouse in any proceeding.  (Evid. Code . 970.)

           Existing law  provides that, except as otherwise provided by  
          statute, a married person whose spouse is a party to a  
          proceeding has a privilege not to be called as a witness by an  
          adverse party to that proceeding without the prior express  
          consent of the spouse having the privilege, unless the party  
          calling the spouse does so in good faith without knowledge of  
          the marital relationship.  (Evid. Code . 971.)

           Existing law  provides that a married person does not have the  
          foregoing privilege in certain proceedings brought by or on  




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          behalf of one spouse against the other spouse, in Juvenile Court  
          proceedings, specified criminal proceedings, and certain  
          proceedings brought against the spouse by a former spouse.   
          (Evid. Code . 972.)

           Existing law  provides that unless erroneously compelled to do  
          so, a married person who testifies in a proceeding to which his  
          spouse is a party, or who testifies against his spouse in any  
          proceeding, does not have the privilege in the proceeding in  
          which such testimony is given, and that there is no such  
          privilege in a civil proceeding brought or defended by a married  
          person for the immediate benefit of his spouse or of himself and  
          his spouse.  (Evid. Code . 973.)

           Existing law  provides that, except as otherwise specified, a  
          spouse (or his guardian or conservator when he has a guardian or  
          conservator), whether or not a party, has a privilege during the  
          marital relationship and afterwards to refuse to disclose, and  
          to prevent another from disclosing, a communication if he claims  
          the privilege and the communication was made in confidence  
          between him and the other spouse while they were husband and  
          wife.  (Evid. Code . 980.)

           Existing law  provides that this privilege does not apply in the  
          following circumstances: (1) if the communication was made to  
          enable or aid anyone to commit or plan to commit a crime or a  
          fraud; (2) in any proceeding to commit either spouse or  
          otherwise place him or his property, under the control of  
          another because of his alleged mental or physical condition; (3)  
          in a proceeding brought by or on behalf of either spouse to  
          establish his competence; (4) in specified proceedings by or on  
          behalf of one spouse against the other spouse; (5) in a  
          proceeding between a surviving spouse and a person who claims  
          through the deceased spouse; or (6) in specified criminal  
          proceedings, including a criminal proceeding in which the  
          communication is offered in evidence by a defendant who is one  
          of the spouses between whom the communication was made; and in a  
          proceeding in Juvenile Court.  (Evid. Code . 981-987.)
          





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           This bill  makes the following uncodified findings: "The  
          Legislature finds and declares that the time-honored privilege  
          not to testify against one's spouse is grounded on the premise  
          that compelled testimony of a spouse would, in many cases,  
          seriously disturb if not completely disrupt the marital  
          relationship (People v. Sinohui (2002) 28 Cal.4th 205).  As the  
          California Law Revision Commission has commented with respect to  
          Section 970 of the Evidence Code, society generally stands to  
          lose more as the result of that disruption than it stands to  
          gain from the testimony that would be available if the privilege  
          did not exist."


           This bill  contains the following uncodified legislative intent  
          language: "It is the intent of the Legislature to overrule  
          Riverside County Sheriff's Dept. v. Zigman (2008) 169  
          Cal.App.4th 763 to the extent that it is inconsistent with this  
          act."


           This bill  would amend the Government Code to state that a peace  
          officer who asserts the privilege of a spouse under Section 970,  
          971, or 980 of the Evidence Code to refuse to testify or be  
          called as a witness against his or her spouse, or to disclose  
          confidential marital communications, shall not be subject to  
          administrative discipline for failure to report information to  
          his or her supervisor or department, except when all of the  
          following are true:


                 The information concerns conduct of the peace officer's  
               spouse, who is also a peace officer employed by the same  
               department, that is criminal or a serious violation of  
               department policy punishable by a suspension of 15 days or  
               more, or subjects the department to a specific and  
               significant risk of civil liability.


                 The interests of justice require disclosure of the  
               information because, after exercising reasonable diligence,  




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               independent evidence does not otherwise appear to be  
               reasonably available to proceed with an administrative  
               disciplinary investigation or hearing.


                 The sheriff or chief of police personally approves the  
               discipline in writing despite the assertion of the marital  
               privilege.


           This bill  states that its provisions do not apply if the peace  
          officer is a percipient witness to the misconduct at issue.


           This bill  states that its provisions apply only to  
          administrative disciplinary investigations and hearings, not to  
          other civil or criminal proceedings.


           This bill  states that its provisions shall impair any right or  
          privilege pursuant to a memorandum of understanding between a  
          department and a certified bargaining unit representing peace  
          officers, or limit their ability to negotiate and agree to a  
          higher standard of rights or privileges.


                    RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION
          
          California continues to face a severe prison overcrowding  
          crisis.  The Department of Corrections and Rehabilitation (CDCR)  
          currently has about 170,000 inmates under its jurisdiction.  Due  
          to a lack of traditional housing space available, the department  
          houses roughly 15,000 inmates in gyms and dayrooms.   
          California's prison population has increased by 125% (an average  
          of 4% annually) over the past 20 years, growing from 76,000  
          inmates to 171,000 inmates, far outpacing the state's population  
          growth rate for the age cohort with the highest risk of  







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          incarceration.<1>

          In December of 2006 plaintiffs in two federal lawsuits against  
          CDCR sought a court-ordered limit on the prison population  
          pursuant to the federal Prison Litigation Reform Act.  On  
          February 9, 2009, the three-judge federal court panel issued a  
          tentative ruling that included the following conclusions with  
          respect to overcrowding:

               No party contests that California's prisons are  
               overcrowded, however measured, and whether considered  
               in comparison to prisons in other states or jails  
               within this state.  There are simply too many  
               prisoners for the existing capacity.  The Governor,  
               the principal defendant, declared a state of emergency  
               in 2006 because of the "severe overcrowding" in  
               California's prisons, which has caused "substantial  
               risk to the health and safety of the men and women who  
               work inside these prisons and the inmates housed in  
               them."  . . .  A state appellate court upheld the  
               Governor's proclamation, holding that the evidence  
               supported the existence of conditions of "extreme  
               peril to the safety of persons and property."  
               (citation omitted)  The Governor's declaration of the  
               state of emergency remains in effect to this day.

               . . .  the evidence is compelling that there is no  
               relief other than a prisoner release order that will  
               remedy the unconstitutional prison conditions.

               . . .

               Although the evidence may be less than perfectly  
               ----------------------
          <1>  "Between 1987 and 2007, California's population of ages 15  
          through 44 - the age cohort with the highest risk for  
          incarceration - grew by an average of less than 1% annually,  
          which is a pace much slower than the growth in prison  
          admissions."  (2009-2010 Budget Analysis Series, Judicial and  
          Criminal Justice, Legislative Analyst's Office (January 30,  
          2009).)



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               clear, it appears to the Court that in order to  
               alleviate the constitutional violations California's  
               inmate population must be reduced to at most 120% to  
               145% of design capacity, with some institutions or  
               clinical programs at or below 100%.  We caution the  
               parties, however, that these are not firm figures and  
               that the Court reserves the right - until its final  
               ruling - to determine that a higher or lower figure is  
               appropriate in general or in particular types of  
               facilities.

               . . .

               Under the PLRA, any prisoner release order that we  
               issue will be narrowly drawn, extend no further than  
               necessary to correct the violation of constitutional  
               rights, and be the least intrusive means necessary to  
               correct the violation of those rights.  For this  
               reason, it is our present intention to adopt an order  
               requiring the State to develop a plan to reduce the  
               prison population to 120% or 145% of the prison's  
               design capacity (or somewhere in between) within a  
               period of two or three years.<2>

          The final outcome of the panel's tentative decision, as well as  
          any appeal that may be in response to the panel's final  
          decision, is unknown at the time of this writing.

           This bill  does not appear to aggravate the prison overcrowding  
          crisis outlined above.


                                      COMMENTS

          ---------------------------
          <2>  Three Judge Court Tentative Ruling, Coleman v.  
          Schwarzenegger, Plata v. Schwarzenegger, in the United States  
          District Courts for the Eastern District of California and the  
          Northern District of California United States District Court  
          composed of three judges pursuant to Section 2284, Title 28  
          United States Code (Feb. 9, 2009).



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          1.  Need for This Bill  

          According to the author:

            Recently in Riverside County Sheriffs Department v. Zigman  
            (2008) 169 Cal App 4th 763, one district court of appeal held  
            for the first time that the statutory marital privilege in  
            Evidence Code section 980 does not apply to a peace officer  
            who was under administrative investigation by her department.   
            As a result, the officer was required to provide information  
            regarding a marital communication.  Prior to Zigman, it was  
            believed that such privileged communications were not  
            admissible in these administrative proceedings.  The author  
            contends that the traditional marital privilege protects one  
            of society's most valued institutions, and that this bill is  
            needed to restore a proper balance between the respect to be  
            afforded the marital relationship and the officer's  
            relationship with and duties to his or her department, the  
            employing state or local government agency, and the general  
            public

            Until the Zigman opinion, it had never been contended that  
            peace officers were not entitled to the full protection of the  
            traditional and longstanding marital privilege, which protects  
            one of society's most valued institutions.  While peace  
            officers have a unique role and special responsibilities to  
            society, their marriages are also worthy of support and  
            protection.  This bill is needed to restore a proper balance  
            between the respect that should be afforded the marital  
            relationship, and the officer's relationship with and duties  
            to his or her department and the public.  It would clarify  
            that peace officers continue to enjoy at least a qualified  
            privilege when they are asked to provide evidence against  
            their spouses in administrative investigations.  An officer  
            should not be subject to discipline for failing to come  
            forward with information against his or her spouse except  
            where there is an overriding public interest and top  
            management determines that discipline is warranted.  

          2.  Background: The Holding in Riverside County Sheriff's  




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          Department v. Zigman
           
          In Riverside County Sheriff's Department v. Zigman, (2008) 169  
          Cal.App.4th, the Court of Appeal, Fourth Appellate District held  
          that the marital evidentiary privilege set forth in Evidence  
          Code Section 980 did not apply in law enforcement administrative  
          investigations and hearings.  In Zigman, a deputy was  
          disciplined for failing to inform her supervisors of her  
          husband's admission that he used and stole methamphetamine from  
          persons he arrested.  The County Sheriff's Department began  
          investigating the deputy's husband after they received an  
          anonymous tip, and he was eventually caught in a sting operation  
          stealing six grams of methamphetamine from what he thought was a  
          crime scene.  The initial arbitrator concluded that the  
          communication between the deputy and her husband was protected  
          by the marital privilege.  However, the court determined that  
          the marital communications privilege did not apply in law  
          enforcement administrative investigations because they were not  
          proceedings in which testimony can be compelled to be given by a  
          subpoena.  (Id. at 769-771.)  Although the court found that an  
          administrative appeal is such a proceeding, the court concluded  
          that the same rules of privilege had to be used in the  
          administrative appeal as in the investigation, so as to make the  
          appeals process meaningful and effectuate the purpose of the  
          statutory protection of peace officers' procedural rights.   
          (Id.)    

          3.  Balancing The Public Interest In Evidentiary Marital  
          Privileges and Effective Internal   Investigations of Peace  
          Officers  

          This bill was heard in the Senate Judiciary Committee on June  
          23, 2009, where it passed on consent.  Regarding the role of  
          evidentiary privileges and the effects of this bill, the  
          analysis of the Senate Judiciary Committee states the following:

               Unless otherwise provided by statute, no person has a  
               privilege to refuse to be a witness, refuse to  
               disclose any matter or refuse to produce any writing  
               or object, or refuse that another person be a witness  




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               or disclose evidence.  (Evid. Code Sec. 911.)  An  
               evidentiary privilege permits an otherwise competent  
               witness to refuse to testify and/or prevent another  
               from testifying.  Privileges are policy exclusions,  
               unrelated to the reliability of the information  
               involved, which are granted because it is considered  
               more important to keep that information confidential  
               than it is to require disclosure.  (Evid. Code Sec.  
               910, Comment.)  Thus, an applicable privilege protects  
               against the compelled disclosure of information no  
               matter how relevant it is to the issues.  Because they  
               tend to suppress otherwise relevant evidence, the  
               statutory privileges are strictly construed.  (Evid.  
               Code Sec. 911, Comment; Sullivan v. Sup. Ct.  
               (Spingola) 29 Cal.App.3d 64 (1972).)  Except as  
               otherwise provided by statute, the statutory  
               privileges may be asserted in all proceedings in which  
               testimony may be compelled, such as investigations,  
               inquiries, and administrative proceedings, as well as  
               trials.  (Evid. Code Secs. 901, 910; Sec. 910,  
               Comment; Southern California Gas Co. v. California  
               Pub. Util. Comm'n (1990) 50 Cal.App.3d 31, 38.)

               Under existing law, a married individual has a  
               privilege not to testify against his or her spouse in  
               any proceeding, and a privilege not to be called as a  
               witness in any proceeding to which his spouse is a  
               party (Evid. Code Secs. 970-971).  In addition, a  
               spouse has a privilege during and after the marital  
               relationship to refuse to disclose, and to prevent  
               another from disclosing, a confidential marital  
               communication made between spouses when the marriage  
               was still intact.  (Evid. Code Sec. 980.)  The  
               rationale for these privileges is that "such testimony  
               would seriously disturb or disrupt the marital  
               relationship.  Society stands to lose more from such  
               disruption than it stands to gain from the testimony  
               which would be available if the privilege did not  
               exist."  (Evid. Code Sec. 970, Comment.)  In addition,  
               "[f]ree and open communication between spouses would  




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               be unduly inhibited if one of the spouses could be  
               compelled to testify as to the nature of such  
               [confidential] communications after the termination of  
               the marriage."  (Evid. Code Sec. 980, Comment.)

               The Public Safety Officers Procedural Bill of Rights  
               Act (Act) generally governs law enforcement agencies  
               conducting internal affairs investigations of peace  
               officers, and requires that agencies afford minimum  
               procedural rights to their peace officer employees.   
               (Gov. Code Secs. 3300-3313.)  The investigation of  
               alleged police misconduct is important, not only to  
               public safety, but also to promote public confidence  
               in the integrity of the law enforcement system.  (See  
               Pasadena Police Officers Assn v. City of Pasadena  
               (1990) 51 Cal.3d 564, 571-572 ["Historically, peace  
               officers have been held to a higher standard than  
               other public employees, in part because they alone are  
               the 'guardians of peace and security of the community,  
               and the efficiency of our whole system, designed for  
               the purpose of maintaining law and order, depends upon  
               the extent to which such officers perform their duties  
               and are faithful to the trust reposed in them.'  To  
               maintain the public's confidence in its police force,  
               a law enforcement agency must promptly, thoroughly,  
               and fairly investigate allegations of officer  
               misconduct; if warranted, it must institute  
               disciplinary proceedings." (citations omitted).)
                
               As previously discussed, the Zigman court held that  
                                                                 statutory marital communications privilege does not  
               apply in law enforcement administrative proceedings.   
               This bill would abrogate the holding in Zigman and  
               enable peace officers to avail themselves of the  
               marital privilege without fear of discipline during  
               administrative proceedings and investigations, except  
               in those circumstances which are compelling enough to  
               trump the public policy underlying the privilege.  

               Specifically, a peace officer who asserts the  




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               privilege of a spouse to refuse to testify or be  
               called as a witness against his or her spouse, or to  
               disclose confidential marital communications, shall  
               not be subject to administrative discipline for  
               failure to report information to his or her supervisor  
               or department.  However, the qualified privilege would  
               not be available when all of the following are true:   
               (a) the information concerns conduct of the peace  
               officer's spouse, who is also a peace officer employed  
               by the same department, that is criminal or a serious  
               violation of department policy punishable by a  
               suspension of 15 days or more, or subjects the  
               department to a specific and significant risk of civil  
               liability; and (b) the interests of justice require  
               disclosure of the information because, after  
               exercising reasonable diligence, independent evidence  
               does not otherwise appear to be reasonably available  
               to proceed with an administrative disciplinary  
               investigation or hearing.  In order to ensure that  
               this disciplinary decision is made at an appropriate  
               level, this bill would also require that the sheriff  
               or chief of police personally approve the discipline  
               despite the assertion of the marital privilege.

               The qualified marital privilege would thus not be  
               available in serious circumstances where the peace  
               officer's testimony is necessary to progress with an  
               investigation or hearing.  This would ensure that  
               investigations into serious allegations of peace  
               officers are not inhibited, while generally protecting  
               marital communications. 













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               It is important to note that the provisions of this  
               bill would only apply to administrative disciplinary  
               investigations and hearings, and not to other civil or  
               criminal proceedings.  Presumably, in those  
               proceedings where a person's testimony could be  
               compelled with a subpoena the provisions of the  
               general marital privileges would apply.  Further, this  
               bill would provide that the privilege does not apply  
               if the peace officer is a percipient witness to the  
               misconduct at issue.  Thus, a peace officer who is an  
               eyewitness to the misconduct being investigated could  
               not escape discipline by asserting marital privilege  
               and refusing to cooperate with the investigation.  

          4.  Evidentiary "Marital Privileges" Apply Equally to Domestic  
          Partners  

          On November 4, 2008, California voters enacted Proposition 8,  
          amending the California Constitution to provide that "Only  
          marriage between a man and a woman is valid or recognized in  
          California."  (Cal. Const., Art. I, sec. 7.5.)  Nonetheless, the  
          "marital privileges" that this bill would confer on peace  
          officers in disciplinary investigations and hearings would apply  
          equally to peace officers who are registered domestic partners.   
          (Family Code  297.5.)<3>

          SHOULD THE MARITAL PRIVILEGES APPLY TO PEACE OFFICERS IN  
          DISCIPLINARY INVESTIGATIONS AND HEARINGS?

          5.  Argument in Support  

          ---------------------------
          <3>  Family Code   297.5(a) provides: "Registered domestic  
          partners shall have the same rights, protections, and benefits,  
          and shall be subject to the same responsibilities, obligations,  
          and duties under law, whether they derive from statutes,  
          administrative regulations, court rules, government policies,  
          common law, or any other provisions or sources of law, as are  
          granted to and imposed upon spouses."




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               AB 653 would restore the right of marital privilege  
               for peace officers in administrative disciplinary  
               hearings.  This privilege protects one of society's  
               most valued institutions and this bill ensures that  
               communications between spouses are not admitted into  
               or made part of a peace officer's disciplinary  
               proceedings.  The presumption may be rebutted if the  
               disclosure is necessary because the officer's conduct  
               was a violation of department policy and was either  
               criminal or a violation of the state's  
               anti-discrimination or harassment laws.  It may also  
               be rebutted if failure to disclose the privileged  
               communication would constitute a substantial risk of  
               harm to the public or an individual, or it is in the  
               interest of justice to require the disclosure.


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