BILL ANALYSIS                                                                                                                                                                                                    






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


          SB 285
          Senator Wright
          As Amended April 2, 2009
          Hearing Date: April 21, 2009
          Family Code
          KB:jd
                    

                                        SUBJECT
                                           
                                 Veterans' benefits

                                      DESCRIPTION 

          This bill would provide that federal disability benefits awarded  
          to veterans for service-connected disabilities pursuant to  
          Chapter 11 of Title 38 of the United States Code shall be exempt  
          from the claims of creditors, and shall not be liable to  
          attachment, levy, or seizure by or under any legal or equitable  
          process whatever, either before or after receipt by the  
          beneficiary.  

          (This analysis reflects author's amendments to be offered in  
          committee.)

                                      BACKGROUND  


          Disability compensation benefits are tax-free benefits paid to a  
          veteran for disabilities that are a result of or made worse by  
          injuries or diseases that happened while on active duty, active  
          duty for training, or inactive duty training.  These federal  
          disability benefits are outlined in 38 U.S.C. 1110 et seq., and  
          38 U.S.C. 1131 et seq.  Pursuant to 38 U.S.C. Section 5301(a),  
          veterans' benefits are This bill seeks to conform to federal law  
          by providing that veterans' disability benefits are exempt from  
          the claims of creditors, shall not be liable to attachment,  
          levy, or seizure under by or under any legal or equitable  
          process whatever, either before or after receipt by the  
          beneficiary.  This bills seeks to codify similar protections for  
          veterans' benefits in state law.
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                                CHANGES TO EXISTING LAW
           
           Existing federal law  provides that payments or benefits due or  
          to become due under any law administered by the Secretary of  
          Veterans Affairs are exempt from claims of creditors, and will  
          not be liable to attachment, levy, or seizure by or under any  
          legal or equitable process whatever, either before or after  
          receipt by the beneficiary.  (38 U.S.C. Sec. 5301(a).)

           Existing state law  generally governs civil actions in which  
          attachments are authorized.  (Code of Civ. Proc. Section  
          483.010. et seq.)

           This bill  would provide that federal disability benefits awarded  
          to veterans for service-connected disabilities pursuant to  
          Chapter 11 of Title 38 of the United States Code shall be exempt  
          from the claims of creditors, and shall not be liable to  
          attachment, levy, or seizure by or under any legal or equitable  
          process whatever, either before or after receipt by the  
          beneficiary.

           This bill  would declare the intent of the Legislature to conform  
          to existing federal law.

                                        COMMENT
           
              1.   Stated need for the bill
           
          The author states:

            Although United States Code, Title 38, Section 5301 is very  
            clear in its wording and intent, civil court judges  
            nationwide, including courts in California have routinely  
            ignored the U.S. Code and calculated veteran's disability  
            compensation into divorce settlements as a divisible asset and  
            not treated the same as SSI in calculating child support  
            awards.  Very often these payments are the only assets a  
            veteran may have.  Unlawful attachment creates hardship for  
            those veterans who rarely have the resources to hire legal  
            help to contest the taking of their benefits.

           2.Current version of the bill would have prohibited the  
            consideration of a veteran's federal disability benefits in  
                                                                      



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            determining the veteran's income for the purposes of  
            calculating a support obligation, or to satisfy any support
           
          This bill would declare the intent of the Legislature to enact  
          legislation to conform to existing federal law.  As explained  
          further below, however, the current version of the bill would  
          have created inconsistencies with federal law.  Consequently,  
          the author has proposed author's amendments which are outlined  
          in Comment 3.  

          In its current form the bill would have prohibited the  
          consideration of a veteran's federal disability benefits in  
          determining the veteran's income for the purposes of calculating  
          a support obligation, or to satisfy any support, which is  
          inconsistent with current federal law.  Pursuant to federal case  
          law, the provisions of 38 U.S.C. Section 5301, which prohibit  
          specified payments or benefits due to a veteran from being  
          assigned or liable to attachment, levy or seizure, do not  
          preempt state laws which allow the consideration of disability  
          benefits in ordering support.  

          In Rose v. Rose (1987) 481 U.S. 619, a veteran was held in  
          contempt for failing to pay his child support obligations.  The  
          question before the Supreme Court was whether a Tennessee state  
          court had jurisdiction to hold a disabled veteran in contempt  
          for failing to pay child support where the veteran's only means  
          of paying support was to utilize benefits received from the  
          Veterans' Administration.  After reviewing Section 3101(a)'s  
          (presently Section 5301) legislative history, the Court  
          determined that neither of the section's purposes-to avoid the  
          VA's being placed in the role of a collection agency and to  
          prevent the deprivation and depletion of veteran's means of  
          subsistence - is constrained by allowing the state courts to  
          hold the appellant in contempt.   (Id. at 630.) The Court  
          further noted that legislative history establishes that  
          disability benefits are intended to provide compensation for  
          disabled veterans and their families.  (Id. at 631.)   
          Accordingly, the Court held that the Tennessee law allowing  
          state courts to award veterans' disability benefits as child  
          support did not conflict with, and was not preempted by 38  
          U.S.C. Section 3101, which the Court found does not shield  
          disability payments from seizure under an otherwise valid child  
          support order.  (Id. at 634.)  

          The Supreme Court's decision in Rose was consistent with an  
          already existing California appellate case.  In Gaskins v.  
                                                                      



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          Security-First National Bank (1939) 30 Cal.App.2d 409, the  
          appellate court considered whether provisions of the World War  
          Veteran's Act of 1924 (the Act) applied to debts and claims for  
          the care of a veteran's minor children.  The Act provided in  
          part that payments of benefits shall not be assignable, and such  
          payments made under any laws relating to veterans shall be  
          exempt from the claims of creditors either before or after  
          receipt by the beneficiary.  (Id. at 419.)  The court noted that  
          the obligation of a father to support his minor children was not  
          a debt contemplated by the Act, but an obligation growing out of  
          the parental status and public policy.  (Id. at 417.)  Refusing  
          to assume that the federal government ever intended to enable  
          veteran's receiving benefits to refuse to discharge their duty  
          to support the children, the court found that the Act did not  
          exempt benefits from claims for the care of minor children.   
          (Id. at 418.)

          Thus, it appears from both federal and state case law that  
          states may currently consider veteran's benefits in making  
          support orders without preempting federal law.  As such, this  
          bill in its current form would not actually conform California  
          law to federal law, but would create a new policy regarding the  
          use of veteran's benefits in calculating support obligations  
          that currently does not exist.  Accordingly, the author has  
          proposed amendments which are outlined in Comment 3.  

           3.Author's amendments would narrow the scope of the bill to only  
            apply to claims of creditors and attachments for collections  
            of debts
           
          In order to avoid creating inconsistencies with federal law, the  
          author has offered amendments which would narrow the scope of  
          the bill to only apply to claims of creditors, and attachments  
          in civil actions.  The amendments would be as follows:

          On page 2, strike out lines 6 to 11, inclusive, and insert:

          SEC. 2.   Section 483.013 is added to the Code of Civil  
          Procedure, to read:
   483.13.Notwithstanding Section 483.013, federal disability benefits  
          awarded to veterans for service-connected disabilities pursuant  
          to Chapter 11 of Title 38 of the United States Code shall be  
          exempt from the claims of creditors, and shall not be liable to  
          attachment, levy, or seizure by or under any legal or equitable  
          process whatever, either before or after receipt by the  
          beneficiary.  
                                                                      



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          This language mirrors that of 38 U.S.C. Section 5301.  As noted  
          by the Supreme Court in Rose, disability benefits were intended  
          to support both the veteran, and his/her family.  38 U.S.C.  
          Section 5301 was accordingly enacted to afford some degree to  
          security to the veteran and his/her family by placing benefits  
          beyond the reach of creditors and from seizure or attachment  
          under process issued for collections of debts.  By exempting  
          veterans' disability benefits from claims of creditors, and  
          prohibiting them from attachment in civil proceedings, the  
          Author's amendments would serve to conform state law to existing  
          federal law.  Further, the Author's amendments would remove any  
          reference to support judgments or payments from the bill, which  
          as previously discussed, would not have been consistent with the  
          purpose and intent of 38 U.S.C. Section 5301.   
           
          Support  :  Operation Firing For Effect; California Alliance for  
          Families & Children 

           Opposition  :None Known

                                        HISTORY
           
           Source  :American Retirees Association

           Related Pending Legislation  :None Known

           Prior Legislation  :None Known

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