BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 898
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          ASSEMBLY THIRD READING
          AB 898 (Lieu)
          As Introduced  February 26, 2009
          Majority vote 

           BUSINESS & PROFESSIONS    6-4                                   
           
           ----------------------------------------------------------------- 
          |Ayes:|Hayashi, Hernandez, Nava, |     |                          |
          |     |John A. Perez, Price,     |     |                          |
          |     |Ruskin                    |     |                          |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Emmerson, Conway, Niello, |     |                          |
          |     |Smyth                     |     |                          |
           ----------------------------------------------------------------- 

           SUMMARY  :  Provides the Secretary of State (SOS) with the  
          discretion to refuse to perform a service or filing that is  
          unlawful, prohibits the use of a subscribing witness when  
          establishing a power of attorney, and eliminates the requirement  
          for notaries public, other than those who work for financial  
          institutions, to perform protests.  Specifically,  this bill  :  

          1)Authorizes the SOS's office to refuse to perform a service or  
            refuse a filing based on a reasonable belief that the service  
            or filing is being requested for any of a number of specified  
            improper purposes.

          2)Adds a power of attorney to the types of instruments for which  
            a proof of the execution by subscribing witness is prohibited  
            and would further prohibit a proof of the execution for any  
            instrument requiring a notary public to obtain a thumbprint  
            from the party signing the document in the notary public's  
            journal.

          3)Narrows the definition of a protest with respect to notaries  
            public to those employed with a financial institution. 

          4)Limits the duties to demand acceptance and payment of foreign  
            and inland bills of exchange, or promissory notes, to protest  
            them for nonacceptance or nonpayment, and to exercise any  
            other powers and duties regarding nonacceptance or nonpayment  
            of bills or notes that by law may be performed by notaries, to  








                                                                  AB 898
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            notaries public employed by financial institutions. 

          5)Deletes the prescribed maximum fees for a protest for the  
            nonacceptance or nonpayment of a bill or note. 

          6)Makes other conforming amendments. 

           EXISTING LAW  :

          1)Prohibits a proof of the execution of any of several types of  
            specified instruments, including a grant deed, mortgage, deed  
            of trust, quitclaim deed, or security agreement as it relates  
            to the recording of transfers.

          2)Provides that a protest is a certificate of dishonor made by a  
            United States consul or vice consul, or a notary public or  
            other person authorized to administer oaths by the law of the  
            place where dishonor occurs.

          3)Prescribes the duties of a notary public, including the duty  
            to demand acceptance and payment of foreign and inland bills  
            of exchange, or promissory notes, to protest them for  
            nonacceptance or nonpayment, and to exercise any other powers  
            and duties that by law may be performed by notaries.

          4)Prescribes the maximum fees a notary public may charge for  
            specified services.

           FISCAL EFFECT  :   Unknown.  This bill is keyed non-fiscal.

           COMMENTS  :  According to information provided by the author,  
          bogus documents are often notarized and submitted to the SOS for  
          processing.  When a notarized document is presented to the SOS  
          for authentication, the SOS is only permitted to determine the  
          authenticity of the notary public's signature and seal, not the  
          authenticity of the underlying document.  Once the SOS's  
          certificate is attached to a document, even if the underlying  
          document is not authentic, it can be used to harass people with  
          false financial claims and to obtain fraudulent identification  
          indicating diplomatic immunity.  Other entities may view the  
          SOS's certificate as proof that the underlying documents are  
          valid, rather than simply an authentication of the notary  
          public's signature and seal. 









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          The author states, "As the economy worsens and home values  
          continue to drop dramatically, blatant and costly scams have  
          arisen to defraud hardworking Californians of their well  
          deserved money.  Many of these scams and fraudulent documents  
          have become much more sophisticated and appear to an average  
          Californian as being legitimate.  These scams are pushing many  
          Californians into deeper debt and must be alleviated.  AB 898  
          addresses many of these activities by preventing document fraud.

          "AB 898 will help reduce the potential for document fraud and  
          real estate fraud in three key areas:  First, provides the  
          Secretary of State with the authority to refuse to process  
          documents that are clearly intended for fraudulent purposes;  
          Second, limits a person's ability to obtain power of attorney  
          documents; and Third, eliminates the mandate that all notaries  
          public process antiquated documents (i.e. protests) that are  
          frequently used for fraudulent purposes."

          A "subscribing witness" is a person who witnesses the signing of  
          a document and appears before a notary public on behalf of the  
          principal signer to attest that the principal signer has signed  
          the document.  Although current law prevents the use of a  
          subscribing witness as proof of signing on specific real  
          property documents, a subscribing witness can currently be used  
          when notarizing a power of attorney document that could be later  
          used to fraudulently sign multiple real property deeds or other  
          estate documents. 

          A "protest" is a written statement by a notary public, or other  
          official authorized to administer oaths, identifying a  
          negotiable instrument, and certifying that it was presented for  
          payment or the reason why the instrument was not presented for  
          payment, and that the negotiable instrument was not accepted or  
          paid.  Examples of negotiable instruments include a check or  
          promissory note.  The failure to pay after presentment is called  
          a "dishonor."  The purpose of the protest is to serve as a  
          formal statement of dishonor and to initiate the formal process  
          required to begin civil proceedings to secure payment for the  
          negotiable instrument that has been dishonored. 

          Notaries public are currently required to perform "protests" and  
          issue certificates of dishonor related to nonpayment of  
          negotiable instruments, such as a check or promissory note. The  
          protest can then be used to begin civil legal proceedings.   








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          According to information provided by the author, this protest  
          procedure is archaic and is seldom performed for legitimate  
          purposes.  Bogus protests have been used in tax evasion schemes,  
          as well as to harass people and entities by asserting invalid  
          liens. 
           

          Analysis Prepared by  :    Rebecca May / B. & P. / (916) 319-3301 



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