BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 18
                                                                  Page  1

          Date of Hearing:   June 16, 2009
          Counsel:        Gabriel Caswell


                         ASSEMBLY COMMITTEE ON PUBLIC SAFETY
                                Juan Arambula, Chair

                     SB 18 (Oropreza) - As Amended:  May 5, 2009
           

          SUMMARY  :  Increases the maximum fines for specified elder abuse  
          offenses upon a second or subsequent conviction.  Specifically,  
           this bill  :  

          1)Increases the maximum fine for a person who, in a manner  
            likely to produce great bodily injury (GBI) or death,  
            willfully causes or permits any elder or dependent adult to  
            suffer, or inflicts unjustifiable physical pain or mental  
            suffering, willfully causes or permits the person or health of  
            the elder or dependent 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, from $6,000 to $10,000 for a second or subsequent  
            conviction. 

          2)Increases the maximum fine for a person who willfully causes  
            or permits any elder or dependent adult to suffer, or inflicts  
            unjustifiable physical pain or mental suffering, willfully  
            causes or permits the person or health of the elder or  
            dependent 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, from $2,000  
            to $5,000 for a second or subsequent misdemeanor conviction.

           EXISTING LAW  :

          1)States any person who knows, or reasonably should know, that a  
            person is an 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  
            dependent adult to suffer, or inflicts thereon unjustifiable  
            physical pain or mental suffering, or having the care or  
            custody of any elder or dependent adult, willfully causes or  
            permits the person or health of the elder or dependent adult  
            to be injured, or willfully causes or permits the elder or  








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            dependent adult to be placed in a situation in which his or  
            her person or health is endangered, is punishable by  
            imprisonment in a county jail not exceeding one year; by a  
            fine not to exceed $6,000; by both that fine and imprisonment;  
            or by imprisonment in the state prison for two, three, or four  
            years.  [Penal Code Section 368(b)(1).]

          2)Provides, if in the commission of an offense described in  
            existing law, the victim suffers GBI, the defendant shall  
            receive an additional term in the state prison as follows:

             a)   Three years if the victim is under 70 years of age.

             b)   Five years if the victim is 70 years of age or older.

             c)   If in the commission of an offense described, the  
               defendant proximately causes the death of the victim, the  
               defendant shall receive an additional term in the state  
               prison as follows: five years if the victim is under 70  
               years of age or seven years if the victim is 70 years of  
               age or older.  [Penal Code Section 368(a)(1) to (3).]

          3)States any person who knows, or reasonably should know, that a  
            person is an elder or dependent 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 dependent adult to suffer, or inflicts thereon  
            unjustifiable physical pain or mental suffering, or having the  
            care or custody of any elder or dependent adult, willfully  
            causes or permits the person or health of the elder or  
            dependent 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 may be endangered, is guilty  
            of a misdemeanor.  A second or subsequent violation of this  
            subdivision is punishable by a fine not to exceed $2,000; by  
            imprisonment in a county jail not to exceed one year; or by  
            both that fine and imprisonment.  [Penal Code Section 368(c).]

          4)Provides that any person who is not a caretaker and who  
            violates any provision of law proscribing theft, embezzlement,  
            forgery, or fraud, or who violates existing law proscribing  
            identity theft, with respect to the property or personal  
            identifying information of an elder or a dependent adult, and  
            who knows, or reasonably should know, that the victim is an  
            elder or a dependent adult, is punishable by imprisonment in a  








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            county jail not exceeding one year or in the state prison for  
            two, three, or four years when the moneys, labor, goods,  
            services, or real or personal property taken or obtained is of  
            a value exceeding $400; and by a fine not exceeding $1,000; by  
            imprisonment in a county jail not exceeding one year; or by  
            both that fine and imprisonment when the moneys, labor, goods,  
            services, or real or personal property taken or obtained is of  
            a value not exceeding $400.  [Penal Code Section 368(d).]

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           1)Author's Statement  :  According to the author, "Elder abuse is  
            pervasive.  It takes place in both institutional and  
            home-based care settings, with the vast majority (70 to 90%)  
            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  
            nine 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."  

           2)Background  :  According to the background submitted by the  
            author, "[a]necdotal 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 five million  
            cases a year, with 84% going unreported.  








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          "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  
            Dependent 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 '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 Dependent  
            Adult Abuse:  Senate Third Reading Analysis of SB 2199,  
            1997-98 Legislative Session, available at  
            http://info.sen.ca.gov/pub/97-98/bill/sen/sb_2151-2200/sb_2199_ 
            cfa_19980830_142652_sen_floor.html (Aug. 28, 1998).]"

           3)Elder Abuse  :  Existing law states "any person who knows or  
            reasonably should know a person is an elder or dependant adult  
            and creates circumstances in which the victim is likely to  
            suffer GBI or death, or otherwise causes a person  
            unjustifiable pain or suffering is guilty of a felony and may  
            be sentenced to a term of up to one year in the county jail or  
            a term of imprisonment of two, three or four years."  [Penal  
            Code Section 368(b).]  If, in the commission of that offense,  
            an elderly or dependent person suffers great bodily harm, as  
            specified, the defendant may be sentenced to an enhanced  
            sentence of three to five years depending on the age of the  
            victim.  [Penal Code Section 368(b)(2)(A).]  If the defendant  
            proximately causes the death of the victim, he or she may be  
            sentenced to an additional five to seven years depending on  
            the age of the victim.  [Penal Code Section 368(b)(3)(A).]  If  
            the actions of the defendant do not create circumstances  
            likely to cause great bodily harm 
          but willfully causes an elderly or dependent person to suffer  
            unjustifiable pain and suffering, he or she is guilty of a  
            misdemeanor punishable by up to six months in the county jail.  
             [Penal Code Section 368(c); see also Penal Code Section 19.]   


          If a defendant is not a caretaker of an elderly or disabled  








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            person but knows or reasonably should know the victim is an  
            elderly or dependent and who violates provisions of law  
            related to theft, fraud or embezzlement, he or she shall be  
            sentenced to a term of two, three or four years or up to one  
            year in the county jail if the value of the theft more than  
            $400.  If the value of theft is $400 or less, he or she shall  
            be sentenced up to one year in the county jail [Penal Code  
            Section 368(d).]  
             
             This bill increases the fines on second or subsequent  
            violations of Penal Code Sections 368(b) and 368(c).  The  
            current maximum fine for placing an elderly or dependent adult  
            into a harmful position in a manner likely to produce GBI or  
            death is $6,000 for a first or subsequent offense.  This bill  
            increases that maximum fine to $10,000 for all second or  
            subsequent convictions.  The current maximum fine for placing  
            an elderly or dependent adult into a harmful position in a  
            manner not likely to produce GBI or death is $2,000 for a  
            first or subsequent offense.  This bill increases the maximum  
            fine to $5,000 for all second or subsequent convictions.   
             
           4)Great Bodily Injury  :  This bill increases the fines on two  
            separate subsections relating to abuse of an elderly or  
            dependent adult.  The difference between these sections is  
            that the greater penalty is for abuse that could result in GBI  
            or death.  Abuse of this level would result in a fine of up to  
            $10,000 for a second or subsequent offense. 

          California Penal Code Section 12022.7(f) defines "great bodily  
            injury" as a significant or substantial physical injury.  The  
            question of whether a physical injury constitutes GBI is most  
            often a question of fact to be determined by a jury.  If there  
            is sufficient evidence to sustain the jury's finding of GBI,  
            an appellate court is bound to accept it, even though the  
            circumstances might reasonably be reconciled with a contrary  
            finding.  [People v. Salas (1978, Cal App 2nd Dist) 77 Cap App  
            3d 600.]  However, some case law has further defined what  
            falls under the definition of "great bodily injury":

             a)   A jaw fracture is not merely a transitory bodily  
               distress, but a severe and protracted injury causing  
               significant pain and requiring considerable time to heal  
               and, as such, qualifies as a significant and substantial  
               physical injury sufficient to trigger enhanced sentencing  
               pursuant to Penal Code Section 12022.7.  [People v. Johnson  








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               (1980, Cal App 1st) 104 Cal App 3d 598.]

             b)   However, a bone fracture does not qualify automatically  
               as GBI.  Hence, in a prosecution for assault by means of  
               force likely to produce GBI with an allegation defendant  
               did inflict such injury, the trial court committed  
               reversible error by instructing the jury that a bone  
               fracture was a significant and substantial injury within  
               the meaning of Penal Code Section 12022.7.  Although a  
               doctor had to set the victim's broken nose, no surgery was  
               involved, no life-threatening impairment of breathing  
               occurred, and there was no evidence of a curtailment of the  
               victim's daily activities.  Thus, a reasonable jury might  
               have found the injury not a great one.  [People v. Nava  
               (1989, Cal App 4th Dist) 207 Cal App 3d 1490.]

             c)   Evidence that the victim suffered multiple abrasions and  
               lacerations, that she had one long scratch diagonally  
               across her back and numerous bruises and small lacerations  
               on her neck, and that she had a serious swelling and  
               bruising of an eye and a markedly swollen left cheek was  
               sufficient to support the jury's finding that defendant  
               inflicted GBI upon the victim pursuant to Penal Code  
               Section 12022.7.  [People v. Sanchez (1982, Cal App 5th  
               Dist) 131 Cal App 3d 718.]

           5)Penalty Assessments  :  The Legislature has increasingly turned  
            to penalty assessments upon individuals convicted of criminal  
            offenses as a method of raising revenue for various projects.   
            Currently, the amount of assessments on criminal fines are  
            exponentially high.  

          For example, this bill increases fines for specified elderly and  
            dependent adult abuse cases.  Penalty assessments must be  
            considered when deciding to increase fines.  Assuming this  
            bill becomes law, the following penalty assessments would be  
            imposed pursuant to the Penal Code and the California  
            Government Code:















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             $10,000 maximum fine for a subsequent conviction of Penal Code  
            Section 368(b)(1)  :

            Base Fine:                              $10,000 

            Penal Code 1464 Assessment:             $10,000($10 for every  
            $10 in fines)
            Penal Code 1465.7 Assessment:                $  2,000  (20%  
            surcharge)
            Penal Code 1465.8 Assessment:                $       20($20  
            fee per fine) 
            Government Code 70372 Assessment:            $  5,000($5 for  
            every $10 in fines) 
            Government Code 70373 Assessment:            $       30($30  
            fee per each conviction)
            Government Code 76000 Assessment:            $  7,000  ($7 for  
            every $10 in fines)
            Government Code 7600.5 Assessment:           $  2,000   ($2  
            for every $10 in fines)
            Government Code 76104.6 Assessment:          $  1,000($1 for  
            every $10 in fines)
            Government Code 76104.7 Assessment:          $  1,000($1 for  
            every $10 in fines)

            Total Fine with Assessments:           $38,050
             
            $5,000 maximum fine for a subsequent conviction of Penal Code  
            Section 368(c)  :

            Base Fine:                              $  5,000 

            Penal Code 1464 Assessment:             $  5,000($10 for every  
            $10 in fines)
            Penal Code 1465.7 Assessment:                $  1,000  (20%  
            surcharge)
            Penal Code 1465.8 Assessment:                $       20($20  
            fee per fine) 
            Government Code 70372 Assessment:            $  2,500($5 for  
            every $10 in fines) 
            Government Code 70373 Assessment:            $       30($30  
            fee per each conviction)
            Government Code 76000 Assessment:            $  3,500  ($7 for  
            every $10 in fines)
            Government Code 7600.5 Assessment:           $  1,000   ($2  








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            for every $10 in fines)
            Government Code 76104.6 Assessment:          $     500($1 for  
            every $10 in fines)
            Government Code 76104.7 Assessment:          $     500($1 for  
            every $10 in fines)

            Total Fine with Assessments:                 $19,050
             
          6)Argument in Support  :  According to the  Congress of California  
            Seniors (CCS)  , "[o]n behalf of the CCS, I am writing you in  
            support of SB 18.  CCS supports your efforts to increase fines  
            on those who abuse dependent adults and senior citizens.  

          "In 2000, California APS estimated the state averaged 827 elder  
            abuse cases a month.  This is an ongoing problem in  
            California.  In 1998, a GAO report noted that there were  
            'significant care problems' in nearly one-third of all  
            California nursing homes.  

            "The California Department of Social Services and the GAO  
            estimated that '225,000 incidents of adult abuse occur  
            annually in the state, but only 44,000, or less than  
            one-fifth, are reported.'  The flood of baby boomers headed to  
            retirement homes across the nation is going to exacerbate this  
            problem.  By 2020, California will have more than nine million  
            aged residents.

            "Clearly swift and responsible action is necessary.  SB 18  
            would increase fines from $6,000 to $10,000 for those people  
            placing an elder or dependent adult in situations where great  
            bodily harm or death is likely.  Additionally, SB 18 would  
            increase the fines from $2,000 to $5,000 for people who place  
            an elder or dependent adult in situations other than those  
            likely to cause death or serious bodily injury."   
             
           7)Argument in Opposition  :  According to  Taxpayers for Improving  
            Public Safety (TiPS)  , "[t]his bill provides for increased  
            financial sanctions for the specified crime of elder abuse.   
            This legislation attempts to sidestep the limitation of  
            increased periods of incarceration established by ROCA in the  
            Senate Committee on Public safety by increasing the fines upon  
            conviction under the statute.  
             
             "This legislation, as with other Penal Code amendments,  
            increases sanctions without any empirical date to confirm that  








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            there will be concomitant reduction in the type of crime which  
            the statute seeks to prevent.  Past Legislatures have provided  
            significant penal sanctions for abuse of seniors.   
            Notwithstanding those penal sanctions, abuse of senior  
            continues to increase.  The only reasonable conclusion to  
            reach is that enhanced sanctions fail to reduce senior abuse.   


            "There is no justification for senior abuse.  However, that is  
            not what is at issue here.  This legislation demonstrates the  
            need for a sentencing commission to examine all penal  
            statutes, determine what works and what does not, and amend  
            all Penal statutes accordingly.  Adoption of this legislation  
            exacerbates an already impossible situation without any date  
            to support the assertion that the type of crime will be  
            reduced."   
             
           8)Related Legislation:   AB 768 (Torres) deletes the requirement  
            that a person either know or reasonably should know that the  
            victim of a crime defined as elder or dependent adult abuse  
            was an elder or dependent adult.  AB 768 is being held on the  
            Assembly Appropriations Committee's Suspense File.  

           9)Prior Legislation  :  

             a)   AB 1424 (Davis), Statutes of 2008, Chapter 152, includes  
               the crime of elder and dependant adult abuse to provisions  
               of law punishing contempt of court for the willful and  
               knowing violation of protective or stay-away order, as  
               specified.

             b)   AB 1188 (Wolk), Statutes of 2005, Chapter 163, increases  
               the penalty from an infraction to a misdemeanor for a  
               supervisor or administrator to impede or inhibit a mandated  
               reporter from reporting an instance of known or reasonably  
               suspected child abuse.

             c)   AB 1256 (Bermudez), of the 2005-06 Legislative Session,  
               would have added specified elder abuse offenses to the list  
               of serious felony offenses subjecting those convicted of  
               these offenses to the Three Strikes Law.  AB 1256 was never  
               heard in Assembly Public Safety in this form because AB  
               1256 was gutted and amended in the Senate.  AB 1256 failed  
               passage in the Senate Public Safety Committee.
           








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          REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Alzheimer's Association 
          California District Attorneys Association 
          California State Sheriff's Association 
          Congress of California Seniors 
          Peace Officers Research Association of California 
          Professional Fiduciary Association of California 

           Opposition 
           
          Taxpayers for Improving Public Safety 
           

          Analysis Prepared by  :    Gabriel Caswell / PUB. S. / (916)  
          319-3744