BILL ANALYSIS                                                                                                                                                                                                    






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


          SB 254
          Senator Wiggins
          As Introduced
          Hearing Date: May 12, 2009
          Business & Professions Code
          KB:jd
                    

                                        SUBJECT
                                           
                        Horses: sale, purchase, or transfer.

                                     DESCRIPTION  

          This bill would revise horse racing law relative to the sale of  
          equines.  Specifically, this bill would, among other things: (1)  
          require each purchase, sale, or transfer to be accompanied by a  
          written bill of sale, and a security agreement setting forth the  
          price signed by the buyer and seller; (2) prohibit any person  
          from acting as a dual agent, as defined, without the knowledge  
          and written consent of the buyer and seller; (3) restrict an  
          agent's compensation to no more than $500 per transaction unless  
          the amount of compensation is disclosed in writing and the buyer  
          and seller provide written consent; (4) allow any person injured  
          by a violation of its provisions to recover treble damages, and  
          attorney's fees and costs; and (5) enhance penalties for  
          violations of this section of law.  

                                      BACKGROUND  

          Business and Professions Code Section 19525 generally governs  
          the sale of racehorses, and contains specific requirements for  
          sale transactions intended to reduce fraud and the practice of  
          undisclosed dual agency in the horse industry.   This bill,  
          sponsored by Jess Jackson, owner of Stonestreet Farms and  
          Stonestreet Stables, seeks to clarify and strengthen current law  
          in order to further deter fraud in equine transactions.

          This bill was approved by the Senate Committee on Governmental  
          Organization on April 28, 2009.

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                                CHANGES TO EXISTING LAW
           
           Existing law  prohibits a person from receiving any form of  
          compensation in connection with the sale or purchase of a  
          racehorse, prospective racehorse, stallion, or broodmare, unless  
          the purchaser and seller have agreed in writing to the payment  
          of that compensation.  (Bus. & Prof. Code Sec. 19525.)

           Existing law  provides that no contract or agreement shall be  
          enforceable by way of an action or defense unless there is a  
          document in writing sufficient to indicate that the party  
          against whom enforcement is sought or his or her authorized  
          agent or broker has agreed to the commission, fee, gratuity, or  
          other form of compensation.  (Bus. & Prof. Code Sec. 19525.)

           Existing law  provides that anyone who receives a commission,  
          fee, gratuity, or any other form of compensation in violation of  
          this section is subject to treble damages to the injured  
          purchaser or seller.  (Bus. & Prof. Code Sec. 19525.)

           Existing law  authorizes the California Horse Racing Board (CHRB)  
          to suspend or revoke the license of any person who violates this  
          section.  Any transfer of an interest in a racehorse,  
          prospective racehorse, stallion, or broodmare shall be  
          accompanied by a written bill of sale setting forth the purchase  
          price.   (Bus. & Prof. Code Sec. 19525.)
          
           This bill  would define "equine" to mean a horse of any breed  
          used for racing or showing, including prospective racehorses,  
          breeding prospects, stallions, stallion seasons, broodmares,  
          yearlings, or weanlings, or any interest therein.

           This bill  would require any sale, purchase, or transfer of an  
          equine to be: (1) accompanied by a written bill of sale or  
          acknowledgment of purchase and a security agreement setting  
          forth the purchase price; and (2) signed by both the purchaser  
          and the seller or their duly authorized agents or, in a  
          transaction solely relating to a season or fractional interest  
          in a stallion, signed by the syndicate manager or stallion  
          manager.

           This bill  would provide that when a sale, purchase, or transfer  
          of an equine is accomplished through a public auction, the bill  
          of sale requirement may be satisfied by the issuance of an  
          auction receipt generated by the auction house and signed by the  
          purchaser or an agent whom the purchaser has authorized.
                                                                      



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           This bill  would make it unlawful for a person to act as a "dual  
          agent," which is defined as a person acting as an agent for both  
          the purchaser and the seller, in a transaction involving the  
          sale, purchase, or transfer of an interest in an equine without  
          the prior knowledge of both the purchaser and seller, and the  
          written consent of both the purchaser and seller.

           This bill  would make it unlawful for a person acting as an agent  
          for either a purchaser or a seller or acting as a dual agent in  
          a transaction involving the sale, purchase, or transfer of an  
          equine to receive in excess of five hundred dollars ($500) worth  
          of compensation, fees, gratuities, or other items of value,  
          related directly or indirectly to that transaction, from an  
          individual or entity, including any consigner involved in the  
          transaction, other than the agent's principal, unless both of  
          the following occur:  (1) the agent receiving the item of value  
          and the individual or entity giving the item of value disclose  
          the transfer of that item of value in writing to both the  
          purchaser and seller; and (2) the purchaser and seller each  
          consent thereto in writing.

           This bill  would require any person acting as an agent for a  
          purchaser or seller or acting as a dual agent in a transaction  
          involving the sale, purchase, or transfer of an equine shall,  
          upon request by his or her principal or principals, provide to  
          the requesters, copies of all financial records in the  
          possession or control of the agent pertaining to the  
          transaction.  For purposes of this subdivision, financial  
          records shall not include the agent's or owner's work product  
          used to internally evaluate the equine.

           This bill  would provide that any person injured by a violation  
          of this section of law shall recover treble damages from persons  
          or entities violating the law and the prevailing party in any  
          litigation under this section shall be entitled to an award of  
          costs of the suit, reasonable litigation expenses, and  
          attorney's fees.  As used in this section, treble damages shall  
          equal three times the sum of both of the following: (1) the  
          difference, if any, between the price paid for the equine and  
          the actual value of the equine at the time of sale; and (2) any  
          payment made in violation of the new section of law governing an  
          agent's compensation.

           This bill  would provide that no contract or agreement for  
          payment of a commission, fee, gratuity, or any other form of  
                                                                      



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          compensation in connection with any sale, purchase, or transfer  
          of an equine shall be enforceable by way of an action or defense  
          unless both of the following occur:  (1) the contract or  
          agreement is in writing and is signed by the party against whom  
          enforcement is sought; and (2) the recipient of the compensation  
          provides a written bill of sale or auction receipt for the  
          transaction of the equine.

           This bill  would authorize the California Horse Racing Board  
          (CHRB) to suspend or revoke the license of any person who  
          violates this section.

           This bill  would provide that the provisions related to the award  
          of damages or enforceability of an action shall not apply to the  
          acts or omissions of an entity or individual engaged in  
          conducting a public auction of an equine, or the entity or  
          individual's employees or agents, if both of the following  
          conditions apply:  (1) the acts or omissions of the entity,  
          individual, employee, or agent are in furtherance of or pursuant  
          to the conduct of the public auction of an equine; (2) the  
          entity or individual is appropriately licensed or authorized to  
          conduct that specific public auction by CHRB and any other  
          governmental entity whose permission or authorization is  
          required to conduct the auction.






                                        COMMENT
           
                          1.               Stated need for the bill
           
          According to the author's office, "current law lacks clarity and  
          has resulted in opportunities for unscrupulous individuals to  
          defraud people in the sale of horses.  SB 254 seeks to remedy  
          this problem by mandating a reliable written record of horse  
          transactions and punishing, through treble damages and potential  
          license revocation, those who use equine transactions to  
          defraud."

                          2.               Definition of "Equine"

           Business & Professions Code Section 19525 does not specifically  
          define "equine," but rather lists the types of horses whose  
                                                                      



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          sales are governed under the statute.  This bill would define an  
          "equine" as a horse of any breed used for racing or showing,  
          including prospective racehorses, breeding prospects, stallions,  
          stallion seasons, broodmares, yearlings, or weanlings, or any  
          interest therein.  This definition is broader than what is in  
          current law, which only mentions racehorses, prospective  
          racehorses, stallions, and broodmares.  In addition, the current  
          definition does not specifically include horses used for  
          showing.  Thus, this bill would expand the type of horses whose  
          sales are governed by this statute.
           
                          3.               Required Bill of Sale and  
                           Security Agreement
           
          This bill would require that any sale, purchase, or transfer of  
          an equine shall be accompanied by a written bill of sale and a  
          security agreement setting forth the purchase price.  The  
          requirement that all sales of racehorses be accompanied by a  
          written bill of sale is already in existing law, however,  
          current law is silent as to the security agreement.  

          A security agreement is an agreement that creates or provides  
          for a security interest.  (Cal. Uni. Com. Code. Sec. 9102.)  A  
          security interest exists when a borrower enters into a contract  
          that allows the lender to take collateral the borrower owns in  
          the event that the borrower cannot pay back the loan.  Secured  
          transactions are usually reserved for instances when a person or  
          other entity borrows money for the purpose of acquiring  
          property, for example, racehorses.  However, there may be  
          instances where a purchaser of an equine, as defined in this  
          bill, may be paying for the equine with cash, eliminating the  
          need for borrowing, and thus a security agreement.  This  
          committee may wish to consider whether this bill should specify  
          that security agreements are only required in instances where  
          the purchaser is borrowing the funds for the purchase of the  
          equine.  The amendment would be as follows:

          One page 2, line 30, after "and" insert:  ", if applicable,"

          Alternatively, the reference to a security agreement could  
          simply be removed entirely as follows:

          On page 2, line 30 strike "and a security agreement"

                          4.               Prohibition of Dual Agency

                                                                      



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           This bill would provide that it is unlawful for a person to act  
          as a "dual agent" without the prior knowledge and written  
          consent of both the purchaser and seller.   "Dual agent" would  
          be defined as "a person acting as an agent for both the  
          purchaser and the seller, in a transaction involving the sale,  
          purchase, or transfer of an interest in an equine."  

          The relation of an agent to a principal is of a fiduciary  
          nature, which requires the agent to act in good faith toward the  
          principal, and precludes him from obtaining any advantage over  
          the principal in any transaction had by virtue of his agency.   
          (See Langford, et al. v. Thomas, et al. (1926) 200 Cal. 192;  
          Calmon, et al. v. Sarraille, (1904) 142 Cal. 638.)  California  
          courts have established that an agent may not simultaneously  
          represent a purchaser and a seller without the informed consent  
          from each principal.  (See Gordon v. Beck, (1925) 196 Cal. 768,  
          772 (stating that an agent will not be permitted without a  
          principal's full knowledge and consent, to undertake to  
          represent the other party also in the same transaction.))  This  
          bill's prohibition on dual agency without written consent from  
          both parties to a racehorse transaction is thus consistent with  
          current law, and will arguably serve to reduce fraud in the sale  
          of equines.
           
                         5.               Limits on Unauthorized  
                           Compensation

           Under current law, the purchaser and seller of a racehorse must  
          agree in writing to the payment of commission, fee, gratuity, or  
          other form of compensation.  This bill would provide that it is  
          unlawful for an agent in an equine transaction to receive in  
          excess of $500 worth of compensation, fees, gratuities, or other  
          items of value related to the transaction from any one other  
          than the agent's principal, unless (1) the agent receiving the  
          compensation and the entity providing the compensation disclose  
          the value in writing to both the purchaser and seller, and (2)  
          the purchaser and seller consent to the exchange in writing.  In  
          other words, an agent would not be allowed to accept  
          compensation or anything else of value in excess of $500 from a  
          party other the principal unless the value of the compensation  
          is disclosed and both the seller and purchaser have consented to  
          it in writing.  

          The $500 amount is based on common law, which has also been  
          codified in the Uniform Commercial Code, which provides that all  
          contracts for the sale of goods in excess of $500 are not  
                                                                      



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          enforceable unless they are in writing.  (Cal. Uni. Com. Code  
          Sec. 2201.)  This is intended to further reduce the likelihood  
          of fraud or dual agency in an equine transaction.  

          Presumably, the requirement that both the purchaser and seller  
          must agree to all compensation to an agent from a third party  
          was intended to increase transparency in agency relationships,  
          and ensure full disclosure between agents and their principals.   
          However, it seems unnecessary to require that both the purchaser  
          and seller agree to all forms and amounts of compensation for an  
          agent when the agent is only representing one party in the  
          transaction.  Accordingly, this committee may wish to consider  
          whether the bill should be amended to provide that the  
          disclosure and written consent requirements only apply between a  
          principal and his or her agent.  This would ensure that  
          principals are kept informed of all compensation in excess of  
          $500 received by their agents, but not mandate disclosures to  
          and consent from parties who are not involved in the agency  
          relationship.  If an agent is acting as a dual agent (with the  
          informed consent of both parties) then he or she would have to  
          disclose the compensation received to both the purchaser and the  
          seller.  

          The suggested amendment would be as follows:

          On page 3, line 19, after "to" insert "the principal or  
          principals for whom the agent is acting." 

          On page 3, line 19, strike "both the purchaser and seller."

          On page 3, line 19, after the period insert "(2) Each principal  
          for whom the agent is acting consents thereto in writing."

          On page 3, strike line 20
           
                         6.               Recovery of treble damages and  
                           attorneys' fees and costs
           
          Current law provides that anyone who receives an unlawful  
          commission in an equine transaction is subject to treble damages  
          to the injured purchaser or seller.  The authorization of treble  
          damages permits a court to triple the amount of the  
          actual/compensatory damages to be awarded to a prevailing  
          plaintiff, generally in order to punish the losing party for  
          willful conduct.  Treble damages are a multiple of, and not an  
          addition to, actual damages. Thus, where a person received an  
                                                                      



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          award of $100 for an injury, a court applying treble damages  
          would raise the award to $300.  This bill would provide that the  
          treble damages recovery applies to any undisclosed payment over  
          $500 and to the difference between the price paid for the horse  
          and the actual value of the horse at the time of sale.

          The calculation of damages is usually fact-specific, and there  
          may be instances where a plaintiff's damages are not limited to  
          the difference in the value of the horse and the amount of  
          unlawful compensation.  This committee may wish to consider  
          whether the provisions of the bill defining treble damages  
          should be stricken so that courts may use their discretion to  
          calculate awards of damages according to the facts of each case.  
           The suggested amendment would be as follows:

          On page 3, line 33, strike "As used in this section, treble"

          On page 3, strike lines 34-37 inclusive
            
          In addition to treble damages, this bill would provide that the  
          prevailing party in any litigation under this bill is entitled  
          to attorney's fees and costs.  Generally, in the United States,  
          the "American rule" is that parties must bear their own costs of  
          civil litigation.  The Legislature has crafted exceptions to  
          this rule when it has recognized that privately initiated  
          lawsuits are often essential to the effectuation of the  
          fundamental public policies embodied in statutory provisions.   
          The lawsuits initiated under this bill would be contract  
          disputes between two private parties who should arguably bear  
          their own costs of litigation, absent a compelling public policy  
          interest.   This committee may wish to consider whether the  
          provisions regarding attorney's fees and costs should be  
          stricken from this bill, especially since a prevailing plaintiff  
          would already be entitled to treble damages.  The suggested  
          amendment would be as follows:

          On page 3, line 30, strike ", and"

          On page 3, strikes lines 30-31 inclusive

          On page 3, line 33, strike "expenses, and attorney's fees."  
           
                         7.               Exemptions for sales conducted  
                           at auction houses

           This bill would provide that individuals conducting public  
                                                                      



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          auctions of equines are not subject to the requirements for  
          written contracts and written bills of sale, or to treble  
          damages, if the individual is licensed to conduct public  
          auctions by the California Horse Racing Board.  This bill would  
          also provide that the issuance of an auction receipt generated  
          by an auction house, and signed by the purchaser or the  
          purchaser's agent satisfies the bill of sale requirement.    
          These provisions are seemingly intended to recognize the  
          difference in sales conducted at licensed public auctions as  
          opposed to those arranged between two private parties.  


           Support  :  Hey & Hey Attorneys at Law LLP; Barretts Equine  
          Limited

           Opposition  :  None Known

                                        HISTORY
           
           Source  :  Stonestreet

           Related Pending Legislation  :  None Known


           Prior Legislation  :

          SB 560 (Wiggins, 2007) was gut and amended on the Assembly Floor  
          to contain provisions identical to SB 254.  The bill was  
          referred to Rules Committee pursuant to Assembly Rule 77.2 and  
          held in that committee. 
          
          AB 1418 (Tucker, Chapter 311, Statutes of 1994) enacted Business  
          and Professions Code Section 19525 which governs the sale,  
          purchase, and transactions of racehorses.  

           Prior Vote  :  Senate Committee on Governmental Organization (Ayes  
          10, Noes 1)

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