BILL ANALYSIS                                                                                                                                                                                                    






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


          SB 617
          Senator Harman
          As Amended April 16, 2009
          Hearing Date: May 5, 2009
          Code of Civil Procedure
          ADM:jd
                    

                                        SUBJECT
                                           
                             Intervention:  Initiatives

                                      DESCRIPTION  

          This bill would provide that the official proponent of a state  
          initiative statute or constitutional amendment that has been  
          approved by the voters would have the right to intervene and  
          participate in any court action challenging the  
          constitutionality of the initiative statute or constitutional  
          amendment.

          This bill would define "official proponent" to mean the person  
          or persons who submit a draft of a petition proposing the  
          measure to the Attorney General with a request that he or she  
          prepare a title and summary of the chief purpose and points of  
          the proposed measure. 

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

          Under Code of Civil Procedure Section 387, "an intervention  
          takes place when a third person is permitted to become a party  
          to an action or proceeding between other persons, either by  
          joining the plaintiff in claiming what is sought by the  
          complaint, or by uniting with the defendant in resisting the  
          claims of the plaintiff, or by demanding anything adversely to  
          both the plaintiff and the defendant."  The intervention is made  
          by complaint, setting forth the grounds upon which the  
          intervention is made, filed by leave of the court, and served  
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          upon the parties.  

          The main purposes for allowing intervention are to avoid delay,  
          avoid a multiplicity of actions, and "promote fairness by  
          involving all parties potentially affected by a judgment."   
          (Simpson Redwood Co. v. State of California (1987) 242 Cal.Rptr.  
          447, 450; see also City and County of San Francisco v. State of  
          California (2005) 27 Cal.Rptr.3d 722, 727 [section 387 "balances  
          the interests of others who will be affected by the judgment  
          against the interests of the original parties in pursuing their  
          litigation unburdened by others"]; Belt Casualty Co. v. Furman  
          (1933) 218 Cal. 359, 362 [main purpose is to avoid delay and  
          multiplicity of actions].)  The courts have held that Section  
          387 allowing intervention should be liberally construed.  (See,  
          e.g., Lindelli, 43 Cal.Rptr.3d at 712.)

          An intervention may be permissive (within the court's  
          discretion) or mandatory.  "To support permissive intervention,  
          the proposed intervener's interest must be direct [and  
          immediate] rather than consequential, and it must be an interest  
          that is capable of determination in the action."  (Lindelli v.  
          Town of San Anselmo (2006) 43 Cal.Rptr.3d 707, 712.)  The court  
          must allow intervention when either: 1) a provision of law  
          confers an unconditional right to intervene; or 2) the person  
          seeking intervention has an interest in the subject of the  
          action, is so situated that the action's disposition may impair  
          the person's ability to protect that interest, and the person's  
          interest is not adequately represented by existing parties.   

          A number of statutes provide for the right of particular persons  
          to intervene in certain actions.  The following are a few  
          examples:
          (1)  The Attorney General may intervene in an action or special  
             proceeding involving property that that has escheated or is  
             about to escheat to the state.
          (2)  A shareholder or creditor may intervene in a proceeding to  
          dissolve a corporation.
          (3)  The Attorney General, district attorney, or city attorney  
             may intervene in an action seeking relief from denial of  
             equal protection under the Fourteenth Amendment. 
          (4)   All creditors may intervene in a creditor's action on a  
             shareholder's liability to a corporation.

          Federal Rule of Civil Procedure, Rule 24, also allows permissive  
          intervention when there is merely a common question of law or  
          fact.  The rule also classifies (1) those situations calling for  
                                                                      



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          intervention as a matter of right (mandatory intervention) and  
          (2) those in which it is permissive and allowed in the court's  
          discretion.  

          This bill would provide for the right for an official proponent,  
          as defined, to intervene in actions challenging the  
          constitutionality of an initiative statute or constitutional  
          amendment, i.e., mandatory intervention.

                                CHANGES TO EXISTING LAW
           
           Existing law  provides that, upon timely application, any person  
          who has an interest in the matter in litigation, or in the  
          success of either of the parties, or an interest against both,  
          may intervene in the action or proceeding ("permissive  
          intervention").  (Code Civ. Proc. Sec. 387(a).)

           Existing law  provides that the court must allow intervention,  
          upon timely application, under either of the following  
          circumstances: (a) a provision of law confers an unconditional  
          right to intervene; or (b) the person seeking intervention (1)  
          claims an interest relating to the property or transaction that  
          is the subject of the action, (2) is so situated that the  
          action's disposition may impair the person's ability to protect  
          that interest, and (3) is not adequately represented with regard  
          to that interest by existing parties ("mandatory intervention").  
           (Code Civ. Proc. Sec. 387(b).)

           This bill  would provide that the proponent of a state initiative  
          statute or constitutional amendment that has been approved by  
          the voters would have the right to intervene and participate in  
          any court action challenging the constitutionality of the  
          initiative statute or constitutional amendment.

           This bill  would define "proponent" to mean the person or persons  
          who submit a draft of a petition proposing the measure to the  
          Attorney General with a request that he or she prepare a title  
          and summary of the chief purpose and points of the proposed  
          measure.  
           
                                       COMMENT
           
          1.    Stated need for the bill  

          The author writes:

                                                                      



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            The California Attorney General has the constitutional right  
            and requirement to represent the will of the people in court  
            proceedings, but there is no legal protection for the people's  
            voice in cases where the Attorney General's personal or  
            political beliefs diverge from those of the people.  Senate  
            Bill 617 would ensure that voters have the ability to be  
            zealously represented.  

          2.    Is this bill necessary; official initiative proponents  
            allowed to intervene; recent example  

          In response to committee staff's inquiries, the author's office  
          states that it is not aware of any particular cases in which a  
          proponent interested in intervening in an action relating to a  
          challenge to an initiative or constitutional amendment was  
          prevented from doing so by the court.

          The most recent example of a highly controversial initiative,  
          where intervention was an issue, is Proposition 8.  Proposition  
          8 added a new section to the state Constitution, which provides  
          that "[o]nly marriage between a man and a woman is valid or  
          recognized in California."  Three lawsuits were immediately  
          filed directly in the California Supreme Court challenging  
          Proposition 8.  On November 19, 2008, the Court agreed to hear  
          the three cases.  Oral argument on the cases was held on March  
          5, 2009.

          ProtectMarriage.com, the official proponent of Proposition 8,  
          sought to intervene in the three cases.  On November 19, 2008,  
          the motions to intervene by the "Proposition 8 Official  
          Proponents et al." was granted.  The Campaign for California  
          Families, not an official proponent of Proposition 8, also  
          sought to intervene in the three cases.  Without comment, the  
          Court denied the request to intervene by the Campaign for  
          California Families. 

          There does not appear to be evidence that the courts have denied  
          intervention by an official proponent or proponents in a  
          challenge to an initiative statute or constitutional amendment,  
          and, in fact, there is recent evidence that the California  
          Supreme Court allowed official proponents to intervene in a  
          constitutional amendment challenge.  

          Given that there is no evidence courts are denying intervention  
          to official proponents in a challenge to an initiative statute  
          or constitutional amendment, is this bill necessary?
                                                                      



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          3.    Is this bill necessary; courts have the power to grant  
          intervention and have done so  

          Under existing law, upon timely application, any person who has  
          an interest in the matter in litigation, or in the success of  
          either of the parties, or an interest against both, may  
          intervene in the action or proceeding.  (Code Civ. Proc. Sec.  
          387.)  While the court must allow intervention in some  
          circumstances, the court always has the discretion to allow an  
          interested party to intervene.  And, as noted above in Comment  
          2, there is no evidence that courts are denying intervention and  
          there is the recent example of the Proposition 8 cases, in which  
          the Supreme Court granted intervention to official proponents.   
          Taken together, the question arises as to whether this bill is  
          needed to remedy a problem or deficiency in current law. 

          Given that the courts have the power to grant intervention to  
          interested parties, is this bill necessary?

          4.    Author's amendments  

          On page 2, line 3, insert "official" between "The" and  
          "proponent."

          On page 2, line 8, insert "official" before "proponent."


           Support  :  None Known

           Opposition  :  None Known

                                           








                                       HISTORY
           
           Source  :  Author

           Related Pending Legislation  :  None Known
                                                                      



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           Prior Legislation  :  None Known

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