BILL ANALYSIS                                                                                                                                                                                                    







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

                                                                     1
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          SB 18 (Oropeza)                                             
          As Amended April 13, 2009 
          Hearing date: April 28, 2009
          Penal Code
          MK:mc


                            ELDER OR DEPENDENT ADULT ABUSE  

                                       HISTORY

          Source:  Author

          Prior Legislation: AB 1424 (Davis) - Ch. 152, Stats. 2008
                       SB 1018 (Simitian) - Ch.140, Stats. 2005
                       AB 484 (Benoit) - 2005, held Assembly  
          Appropriations 
                       AB 916 (Canciamilla) - 2005, held Senate  
          Appropriations 
                       AB 2611 (Simitian) - Ch. 886, Stats. 2004 
                       AB 2474 (Wolk) - 2004, not heard in the Senate  
          Judiciary Committee
                       AB 1131 (Jackson) - Ch. 543, Stats. 2003
                       AB 255 (Zettel) - Ch. 54, Stats. 2002
                       AB 2140 (Simitian) - Ch. 369, Stats. 2002
                       AB 2735 (Chan) - Ch. 552, Stats. 2002
                       AB 109 (Alquist) - 2001, held Senate Appropriations  
                       
                                    AB 559 (Nakano) - Ch. 214, Stats. 2000
                       AB 2253 (Jackson) - 2000, died Assembly Inactive  
          File
                                 SB 2199 (Lockyer) - Ch. 946, Stats. 1998
                       AB 880 (Hertzberg) - Ch. 934, Stats. 1998




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                                                            SB 18 (Oropeza)
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                                    AB 3988 (Papan) - Ch. 769, Stats. 1986
                                   SB 248 (Carpenter) - Ch. 968, Stats.  
          1983
                        
          Support: Peace Officers Research Association of California  
          (PORAC); California State Sheriffs' Association

          Opposition:None known



                                        KEY ISSUES
           
          SHOULD THE FINE FOR CRIMINAL NEGLIGENCE INVOLVING THE "ABUSE" OF  
          ELDERS OR DEPENDENT ADULTS BE INCREASED, AS FOLLOWS:
            
           INCREASE THE MISDEMEANOR FINE FOR VIOLATIONS IN CIRCUMSTANCES OR  
            CONDITIONS LIKELY TO PRODUCE GREAT BODILY HARM OR DEATH FROM UP TO  
            $6,000 TO UP TO $10,000?

           INCREASE THE MISDEMEANOR PENALTY FOR VIOLATIONS IN CIRCUMSTANCES  
            OR CONDITIONS NOT LIKELY TO PRODUCE GREAT BODILY HARM OR DEATH BY  
            INCREASING THE FINE FOR A REPEAT OFFENSE FROM NOT TO EXCEED $2,000  
            TO NOT TO EXCEED $5,000?
           
                       

                                       PURPOSE

          The purpose of this bill is to increase the fines for specified  
          crimes against elder or dependent adults.
          
           Existing law  provides that any person who knows or reasonably  
          should know that a person is an elder or dependant adult and  
          who, under circumstances or conditions likely to produce great  
          bodily harm or death, willfully causes or permits any elder or  
          dependent adult and who, under circumstances or conditions  
          likely to produce great bodily harm or death, willfully causes  
          or permits any elder or dependant adult to suffer, or inflicts  
          thereon unjustifiable physical pain or mental suffering, or  




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                                                            SB 18 (Oropeza)
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          having the care or custody of any elder or dependant adult,  
          willfully causes or permits the person or health of the elder or  
          dependant adult to be injured, or willfully causes or permits  
          the elder or dependent adult to be placed in a situation in  
          which his or her person or health is endangered is a wobbler  
          punishable by imprisonment in the county jail not exceeding one  
          year or by a fine of up to $6,000 ($22,800 with penalty  
          assessments), or both the fine and imprisonment, or by  
          imprisonment in the state prison for two, three or four years.   
          Additional enhancements apply if the person actually suffers  
          great bodily injury.  (Penal Code  368 (b).)

           This bill  increases the fine for wobbler penalty of elder abuse  
          under Penal Code Section 368 (b) to $10,000 ($38,000 with  
          penalty assessments).

           Existing law  provides that any person who knows or reasonably  
          should know that a person is an elder or dependant adult and  
          who, under circumstances or conditions other than those likely  
          to produce great bodily harm or death, willfully causes or  
          permits any elder or dependant adult to suffer, or inflicts  
          thereon unjustifiable physical pain or mental suffering, or  
          having the care or custody of any elder or dependant adult,  
          willfully causes or permits the person or health of the elder or  
          dependant adult to be injured, or willfully causes or permits  
          the elder or dependant adult to be placed in a situation in  
          which his or her person or health may be endangered, is guilty  
          of a misdemeanor punishable by up to 6 months in jail and a fine  
          up to $1,000 ($3,800 with penalty assessments).  A second or  
          subsequent violation of this subdivision is punishable by a fine  
          not to exceed $2,000, or by imprisonment in a county jail not to  
          exceed one year, or by both that fine and imprisonment.  (Penal  
          Code  368 (c).)

           This bill  increases the fine for a second and subsequent  
          violation of Penal Code Section 368(c) to a fine not to exceed  
          $5,000 and/or up to one year in county jail.
                                          
                    RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION
          




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          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  
          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  
               ----------------------
          <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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               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  
               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  
          ---------------------------
          <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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          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

          1.    Need for This Bill  

          According to the author:

              Anecdotal evidence as well as hard numbers from various  
              law enforcement agencies make it clear that elder abuse  
              is still very much a hidden, pervasive, and deadly  
              crime.  It is vital that enforcement efforts are ramped  
              up, penalties are increased, and attention is brought to  
              what is, even today, a widespread crime with little  
              public attention paid to it.

              No one can tell for sure just how many of our elderly  
              are being abused, but several research institutes have  
              issued reports stating that nationally there could be up  
              to 5 million cases a year, with 84 percent going  
              unreported.

              In California alone, California Adult Protective  
              Services (APS), back in 2000, estimated a  monthly   
              average of 872 confirmed elder abuse cases (see New  
              Directions for Elder and Dependant Adult Abuse and Adult  
              Protective Services in California: A Six Month Review,  
              4, available at  
               http://www.dss.cahwnet.gov/research/res/pdf/APSPub.pdf   
              (Last visited Oct. 29, 2002).

              This is an ongoing problem in California.  In 1998, a  
              General Accounting Office (GAO) Report noted that there  
              were "significant care problems" in nearly one-third of  
              all California nursing homes, and the California  
              Department of Social Services and the GAO estimated that  




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              "225,000 incidents of adult abuse occur annually in the  
              state, but only 44,000 or less than one-fifth are  
              reported." (See Elder and Dependant Adult Abuse:  
              Analysis of SB 2199 Before the Sen. Rules Comm., 1997-98  
              Sess., available at  
               http://infor.sen.ca.gov/pub/97-98/bill/sen/sb_2151-2200/s 
              b_2199cfa_19980830_142652_sem_floor.html(Aug  . 28, 1998).

              There is no comprehensive federal elder abuse law, and  
              into this void, the states must step.

              The Washington Post, in an article dated January 8, 2008,  
              (http:www.washingtonpost.com/wp-  
              dyn/content/article/2008/01/25/AR2008012502774_pf.html),  
              state that, "All other factors being equal,  victims of  
              even relative minor mistreatment are three times more  
              likely to die prematurely than those who are not  
              victimized  ?the public has not yet embraced elder abuse as  
              a public policy issue."

              Abuse is pervasive.  It takes place in both  
              institutional and home-based care settings, with the  
              vast majority (70-90 percent) of abusers being a  
              relative.

              The flood of baby boomers headed to retirement homes  
              across the nation is going to exacerbate this problem  
              unless strong measures are taken now.  By 2020,  
              California will have over 9 million aged residents.

              Many caretakers and senior organizations feel the  
              existing penalties, even with criminal penalty  
              enhancements, are simply not strong enough to serve as a  
              deterrent.

              Therefore, SB 18 would enhance penalties against  
              abusers, and at the same time bring more public  
              attention desperately needed to this ever-increasing  
              population with its attendant, ever-increasing abuse.





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          2.  Partial History of Criminal Statutes Designed to Protect  
          Elders and Dependent Adults
            
          During the early 1980s, new laws were enacted in California to  
          address the issue of abuse of the elderly and dependent adults.   
          One approach was to mandate that specified persons shall report  
          suspected abuse of any elder or dependent adult.  (Welfare and  
          Institutions Code  1563.)
           
          Another approach was to enact a new provision in the Penal Code  
          to create specific crime for abuse of dependent adults (elders  
          were added in subsequent legislation) so that crimes against  
          elder and dependent adults could be tracked and repeat violators  
          identified clearly.  The statutory language first added in 1983  
          was identical to the language previously in law pertaining to  
          child abuse.
           
          One court noted that:
           
              In fact, the Legislature enacted section 368 to  
              alleviate problems of prosecutors who receive reports of  
              abuse or neglect and have difficulty finding a code  
              section under which they can prosecute.  Medical  
              practitioners, who are often in charge of the care and  
              custody of a dependent adult, would seem to be one of  
              the prime target groups at which the statute is aimed.   
              (  People v. Superior Court (holvey)  
               
          The criminal penalties in section 368 (b) and (c) are for acts  
          of "criminal negligence" that do not require proof of intent to  
          harm or specifically violate the law.  As stated by one court  
          (note that section 368(a) referred to in this case is now  
          section 368(b)(1)):
               
              In this case, we must decide whether the statute meets  
              constitutional standards of certainty.  As we shall  
              explain, we conclude initially that, on its face, the  
              broad statutory language at issue here fails to provide  
              fair notice to those who may be subjected to criminal  
              liability for "willfully ? permit[ting]" an elder or  




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              dependent adult to suffer pain, and similarly fails to  
              set forth a uniform standard under which police and  
              prosecutors can consistently enforce the proscription  
              against "willfully ? permit[ting]" such suffering.   
              Under these circumstances, section 368(a) would be  
              unconstitutionally vague absent some judicial  
              construction clarifying its uncertainties. 

               [*194]  We conclude that the statute may properly be  
              upheld by interpreting its imposition of criminal  
              liability upon "[a]ny person who ? permits ? any elder  
              or dependent adult ? to suffer ? unjustifiable pain or  
              mental suffering" to apply only to a person who, under  
              existing tort principles, has a duty to control the  
              conduct of the individual who is directly causing or  
              inflicting abuse on the elder or dependent adult.   
              Because the evidence in this case does not indicate that  
              the defendant had the kind of "special relationship"  
              with the individuals alleged to have directly abused the  
              elder victim that would give rise to a duty on her part  
              to control their conduct, she was improperly charged  
              with a violation of section 368(a).   People v. Heitzman  
               
          In People v. Hovey, (1988) 252 Cal. Rptr. 355, review denied:
           
              Although section 273a [child abuse] does not require a  
              specific intent, it does require proof of criminal  
              negligence.  Criminal negligence "means that the  
              defendant's conduct must amount to a reckless, gross or  
              culpable departure from the ordinary standard of due  
              care; it must be such a departure from what would be the  
              conduct of an ordinarily prudent person under the same  
              circumstances as to be incompatible with a proper regard  
              for human life."  (  People v. Peabody  (1975) 46  
              Cal.App.3d 43, 48-49 [119 Cal.Rptr. 780])  The same  
              proof is required for a conviction under section 368.
            
           Penal Code Section 368 has been amended twelve times since it  
          was first enacted in 1983 including increasing the fine for  
          criminal negligence with the likelihood that it may cause great  




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          bodily injury or death to $6,000 in 2000 (AB 559 (Nakano)  
          Chapter 214).










































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          3.    Increased Fine for Criminal Negligence Involving Abuse of  
          Elders or Dependent Adults  

             a. Situation likely to cause great bodily injury.

             This bill increases the fine for criminal negligence  
             involving the abuse of an elder or dependant adult where the  
             elder or dependant adult is put in a situation likely to  
             produce great bodily injury or death from up to $6,000 to up  
             to $10,000 for the misdemeanor.

             As noted above, the $6,000 fine was put into this section in  
             2000.  At that time, the penalty assessments added on to  
             fines was 170% so the fine at the time would have actually  
             been $16,200 at the time the fine was increased.  Since the  
             2002-2003 Budget year, the penalty assessments have increased  
             to approximately 280%, so currently the fine is actually  
             $22,800, or $6,600 more than it was in 2000.<3>  If the  
             maximum $10,000 fine in this bill were to be imposed the  
             actual amount a person would be subject to pay would be  
             $38,000.  A person who commits this offense may also be  
             subject to 2, 3 or 4 years in prison or more if the victim  
             actually suffers bodily injury so it is likely the  
             misdemeanor and the fine would be imposed in less severe  
             cases.

             SHOULD THE FINE FOR CRIMINAL NEGLIGENCE INVOLVING THE ABUSE  
             OF AN ELDER OR DEPENDENT ADULT BE INCREASED FROM $6,000 TO  
             $10,000?

             IF A POTENTIAL FELONY IS NOT A DETERRENT IN THESE CASES,  
             WOULD AN INCREASED FINE BE A DETERRENT WHEN THE CURRENT FINE  
             A PERSON MAY BE ORDERED TO PAY IS $22,800?
              
              b. Situation not likely to cause great bodily injury.

             --------------------------
          <3>  See Penal Code  1464; Penal Code  1465.7; Penal Code   
          1465.8; Government Code  70372; Government Code  7600.5;  
          Government Code  76000 et seq; Government Code  76104.6.



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             A person who commits a second or subsequent violation of  
             criminal negligence against an elder or dependent adult in a  
             situation not likely to cause great bodily injury is subject  
             to a misdemeanor including a fine not to exceed $2,000  
             ($7,600 with penalty assessments).  This bill increases the  
             fine for a repeat criminal negligence against an elder or  
             dependant adult, not likely to cause great bodily injury to  
             $5,000 ($19,000).

             SHOULD THE FINE FOR A REPEAT OFFENSE OF CRIMINAL NEGLIGENCE  
             INVOLVING THE ABUSE OF AN ELDER OR DEPENDENT ADULT BE  
             INCREASED FROM $2,000 TO $5,000?
                                   
           
                                   ***************