BILL ANALYSIS                                                                                                                                                                                                    







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

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          SB 1087 (Alquist)                                          7
          As Introduced February 17, 2010
          Hearing date:  April 20, 2010
          Penal Code
          JM:dl

                              IDENTITY THEFT: RESTITUTION  

                                       HISTORY

          Source:  San Francisco County District Attorney

          Prior Legislation:       SB 612 (Simitian) - Ch. 47, Stats. 2008
                             AB 1773 (Wayne) - Ch. 908, Stats. 2002
                             SB 1254 (Alpert) - Ch. 254, Stats. 2002
                             SB 245 (Wyland) - Ch. 478, Stats. 2001
                             SB 125 (Alpert) - Ch. 493, Stats. 2001
                             SB 168 (Bowen) - Ch. 720, Stats. 2001
                             AB 1897 (Davis) - Ch. 956, Stats. 2000
                             AB 1862 (Torlakson) - Ch. 632, Stats. 2000
                             AB 156 (Murray) - Ch. 768, Stats. 1997


          Support: San Bernardino County Sheriff's Department

          Opposition:Taxpayers for Improving Public Safety; California  
                   Public Defenders Association



                                         KEY ISSUE
           
          IN AN IDENTITY THEFT CASE, SHOULD RESTITUTION INCLUDE EXPENSES FOR A  




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          PERIOD OF THREE YEARS FOR REPAIR OF A VICTIM'S CREDIT AND MONITORING  
          OF THE VICTIM'S CREDIT REPORT?



                                       PURPOSE


          The purpose of this bill is to specifically provide that  
          restitution in an identity theft case shall include, for three  
          years, the cost of repairing the victim's credit and monitoring  
          the victim's credit report.  

          Identity Theft and Related Statutes
           
          Existing law  provides that any person who falsely personates  
          another person in his or her private or official capacity is  
          guilty of an alternate felony-misdemeanor.  False personation  
          generally involves subjecting the person whose identity was  
          assumed to prosecution, suit or to pay a debt.  (Pen. Code   
          529.)

           Existing law  provides that it is an alternative  
          felony-misdemeanor for a person to willfully obtain the personal  
          identifying information of another person and to use such  
          information to obtain, or attempt to obtain, credit, goods, or  
          services in the name of the other person without consent.  (Pen.  
          Code  530.5, subd. (a).)

           Existing law  defines "personal identifying information" to mean  
          name, address, mother's maiden name, place of employment, date  
          of birth, unique biometric data including fingerprint, facial  
          scan identifiers, voiceprint, retina or iris image, or other  
          unique physical representation, unique electronic data including  
          information identification number assigned to the person,  
          address or routing code, telecommunication identifying  
          information or access device, information contained in a birth  
          or death certificate, following identifying numbers: telephone,  
          health insurance, credit card, taxpayer identification, school  
          identification, state or federal driver's license, state or  




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          federal identification number, social security, employee  
          identification number, professional or occupational, demand  
          deposit account, savings account, checking account, PIN or  
          password, alien registration, government passport, or any form  
          of identification that is equivalent to those listed above.   
          (Pen. Code  530.55.)

           Existing law  provides that every person who, with the intent  
          to defraud, acquires or retains possession of the personal  
          identifying information of another person, and who has  
          previously been convicted of a violation of provisions  
          proscribing identity theft, or who, with the intent to  
          defraud, acquires or retains possession of the personal  
          identifying information of 10 or more other persons, shall be  
          punished by a fine, by imprisonment in a county jail not to  
          exceed one year, or by both a fine and imprisonment, or by  
          imprisonment in the state prison.  (Pen. Code  530.5, subd.  
          (b)(3).)

           Existing law  provides that any person who, with intent to  
          defraud, sells, transfers, or conveys the personal identifying  
          information of another person shall be punished by a fine, by  
          imprisonment in a county jail not to exceed one year, or by both  
          a fine and imprisonment, or by imprisonment in the state prison.  
           Further, any person who, with actual knowledge that the  
          personal identifying information of a specific person will be  
          used in violation of identity theft provisions who sells,  
          transfers, or conveys that personal identifying information  
          shall be punished by a fine or by both a fine and imprisonment,  
          or by imprisonment in the state prison.  (Pen. Code  530.5,  
          subd. (d).)

           Existing law  provides that a person who believes that he or she  
          is the victim of identity theft may initiate an investigation of  
          the matter by contacting the law enforcement agency with  
          jurisdiction over the person's residence or place of business.   
          The victim may then obtain information from various financial  
          entities concerning the suspected identity theft incident and  
          may further investigate the matter, as specified.  The victim  
          may petition a court for an expedited determination of his or  




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          her factual innocence concerning misuse of his or her  
          identifying information.  (Pen. Code  530.6.)
           
           Restitution and Related Statutes
           
          The California Constitution  provides that all persons who suffer  
          losses as a result of criminal activity shall have the right to  
          restitution from the perpetrators of these crimes.  Restitution  
          shall be ordered in every case unless compelling and  
          extraordinary reasons exist to the contrary.  The Legislature  
          shall adopt provisions to implement this section during the  
          calendar year following adoption of this section.  (Ca. Const.  
          Art. 1  28(b).)

           Existing law  states legislative intent that a victim of crime  
          who incurs any economic loss as a result of the commission of a  
          crime shall receive restitution directly from any defendant  
          convicted of that crime.  (Pen. Code  1202.4, subd. (a)(1).)

           Existing law  directs the court to order full restitution for the  
          losses caused by the defendant's crime unless the court finds  
          and states compelling and extraordinary reasons for not doing  
          so.  (Pen. Code  1202.4, subd. (f).)

           Existing law  provides that "when the economic losses of a victim  
          cannot be ascertained at the time of sentencing pursuant to  
          subdivision (f) of Section 1202.4, the court shall retain  
          jurisdiction over a person subject to a restitution order for  
          purposes of imposing or modifying restitution until such time as  
          the losses may be determined. Nothing in this section shall be  
          construed as prohibiting a victim, the district attorney, or a  
          court on its own motion from requesting correction, at any time,  
          of a sentence when the sentence is invalid due to the omission  
          of a restitution order or fine without a finding of compelling  
          and extraordinary reasons pursuant to Section 1202.4."  (Pen.  
          Code  1202.46, subd. (f).)

           Existing decisional law  provides that restitution must be  
          determined from the losses actually caused by the defendant's  
          crime. (People v. Lyon (1996) 49 Cal.App.4th 1521.)  With the  




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          exception of lewd conduct cases, compensable losses are limited  
          to economic losses.  (People v. Giordano (2007) 42 Cal.4th 644.
           
          Existing decisional law  provides in broadest terms that the  
          restitution "ensures that amends . . . be made to society for the  
          breach of the law, enables people who suffer loss as a result of  
          criminal activity [to] be compensated for those losses, and acts  
          as a deterrent to future criminality . . . and to rehabilitate  
          the criminal."  (People v. Crow (1993) 6 Cal.4th 952, 958,  
          internal quotation marks omitted.)  Restitution orders in  
          probation cases can be somewhat broader than in cases where  
          probation is denied.  (People v. Giordano, supra, 2007) 42  
          Cal.4th 644, 653; Pen. Code  1203.1.)

           Existing law provides in every case where a person is convicted  
          of a crime, the court shall impose a separate and additional  
          restitution fine unless the court finds compelling and  
          extraordinary reasons for not doing so and states those reasons  
          on the record.  The restitution fine for a misdemeanor shall be  
          no less than $100 and no more than $1,000. The restitution fine  
          for a felony shall be no less than $200 and no more than  
          $10,000.  Where a defendant is committed to prison, the court  
          may set the restitution fine as the product of the number of  
          years of imprisonment and $200.  Restitution fines are not  
          subject to penalty assessments.  (Pen. Code  1202.4, subd.  
          (b).)

           Existing law  provides that where a defendant is committed  
          to prison and subject to parole, the court shall impose a  
          separate parole restitution fine in the same amount as the  
          restitution fine itself.  The parole restitution fine shall  
          be suspended until and unless the defendant's parole is  
          revoked.  (Pen.  Code  1202.45.)
           

          Existing law  provides that restitution orders are enforceable as  
          a civil judgment - to ensure that a victim of a crime who incurs  
          any economic loss shall receive restitution directly from any  
          defendant convicted of that crime.  If a restitution order is  
          made, the defendant has the right to a hearing before the court  




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          to dispute the determination of the amount of the order.  A  
          restitution order may be modified upon motion of the district  
          attorney, the victim or victims, or the defendant.  (Pen. Code   
          1202.4, subds. (f) and (i).)<1>

           Existing law  provides that if the amount of restitution  
          cannot be determined at the time of sentencing, the order  
          shall state that the specific amount of restitution shall be  
          "determined at the direction of the court" in a reasonable  
          manner in the discretion of the court.  (Pen. Code  1202.4,  
          subd. (f).)

           Existing law  provides that a restitution order shall be prepared  
          by the court and identify each victim and each loss.  (Pen. Code  
           1202.4, subd. (f)(3).)

          This Bill - Restitution to Repair Credit and Monitor Credit  
          Reports
          
           This bill  provides that restitution shall include "expenses for  
          a period of three years, for the costs to monitor the credit  
          report of, and for the costs to repair the credit of, a victim  
          of identity theft, as defined in Section 530.5." 

                                          
                    RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION
          
          The severe prison overcrowding problem California has  
          experienced for the last several years has not been solved.  In  
          December of 2006 plaintiffs in two federal lawsuits against the  
          Department of Corrections and Rehabilitation sought a  
          court-ordered limit on the prison population pursuant to the  
          federal Prison Litigation Reform Act.  On January 12, 2010, a  
          federal three-judge panel issued an order requiring the state to  
          reduce its inmate population to 137.5 percent of design capacity  
          -- a reduction of roughly 40,000 inmates -- within two years.   
          ---------------------------
          <1>  Penal Code  1202.4 (f)(2) further specifies that a  
          restitution order may also be paid directly to the Restitution  
          Fund to the extent that the victim has received assistance from  
          the Victims of Crime Program.



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          In a prior, related 184-page Opinion and Order dated August 4,  
          2009, that court stated in part:

               "California's correctional system is in a tailspin,"  
               the state's independent oversight agency has reported.  
               . . .  (Jan. 2007 Little Hoover Commission Report,  
               "Solving California's Corrections Crisis: Time Is  
               Running Out").  Tough-on-crime politics have increased  
               the population of California's prisons dramatically  
               while making necessary reforms impossible. . . .  As a  
               result, the state's prisons have become places "of  
               extreme peril to the safety of persons" they house . .  
               .  (Governor Schwarzenegger's Oct. 4, 2006 Prison  
               Overcrowding State of Emergency Declaration), while  
               contributing little to the safety of California's  
               residents . . .   California "spends more on  
               corrections than most countries in the world," but the  
               state "reaps fewer public safety benefits." . . .  .   
               Although California's existing prison system serves  
               neither the public nor the inmates well, the state has  
               for years been unable or unwilling to implement the  
               reforms necessary to reverse its continuing  
               deterioration.  (Some citations omitted.)

               . . .

               The massive 750% increase in the California prison  
               population since the mid-1970s is the result of  
               political decisions made over three decades, including  
               the shift to inflexible determinate sentencing and the  
               passage of harsh mandatory minimum and three-strikes  
               laws, as well as the state's counterproductive parole  
               system.  Unfortunately, as California's prison  
               population has grown, California's political  
               decision-makers have failed to provide the resources  
               and facilities required to meet the additional need  
               for space and for other necessities of prison  
               existence.  Likewise, although state-appointed experts  
               have repeatedly provided numerous methods by which the  
               state could safely reduce its prison population, their  




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               recommendations have been ignored, underfunded, or  
               postponed indefinitely.  The convergence of  
               tough-on-crime policies and an unwillingness to expend  
               the necessary funds to support the population growth  
               has brought California's prisons to the breaking  
               point.  The state of emergency declared by Governor  
               Schwarzenegger almost three years ago continues to  
               this day, California's prisons remain severely  
               overcrowded, and inmates in the California prison  
               system continue to languish without constitutionally  
               adequate medical and mental health care.<2>

          The court stayed implementation of its January 12, 2010 ruling  
          pending the state's appeal of the decision to the U.S. Supreme  
          Court.  That appeal, and the final outcome of this litigation,  
          is not anticipated until later this year or 2011.

           This bill  does not appear to aggravate the prison overcrowding  
          crisis described above.


                                      COMMENTS

          1.  Need for This Bill  

          According to the author

               Every year an ever-growing number of Californians  
               become victims of identity theft. With changes in  
               technology, increasing amounts of personal identifying  
               information available electronically, and a souring  
               economy, identity theft is becoming a much more  
               ----------------------
          <2>   Three Judge Court Opinion and Order, 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 (August 4, 2009).





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               lucrative and sophisticated crime. The result is not  
               only more victims, but deeper and more extensive  
               victimization.

               It is increasingly common for victims of identity  
               theft to suffer for years after the crime initially  
               occurs. Victims' personal identifying information is  
               getting distributed for use among many identity  
               thieves.  Even when an identity theft defendant is  
               prosecuted, the victimization does not necessarily  
               end. Today, victims must monitor and repair their  
               credit for years after the crime occurred.

               Victims deserve to have a specific right to  
               restitution for credit monitoring and repair for long  
               after the crime occurred. Credit repair costs and  
               three years of credit monitoring should be mandated as  
               part of restitution to all identity theft victims.

          2.  Background on Statutory Restitution  

          California law directs a court to determine a victim's losses  
          from a crime and to order the perpetrator to pay restitution.   
          (Pen. Code  1202.4.)  Typically, the court directs the  
          probation office to determine the amount of restitution.  The  
          amount of restitution often may not have been determined by the  
          date the defendant is sentenced.  That amount will be determined  
          at a later time and ordered by the court.  The defendant may  
          challenge the amount of restitution determined by the probation  
          officer.  Upon such challenge, the court shall hold a hearing on  
          the issue.  Further, under existing law, when a defendant is  
          committed to CDCR, the probation department must send a report  
          to CDCR of the circumstances of the crime and the defendant's  
          criminal record and social history.  (Pen. Code  1203c.)










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          3.  Problems Encountered by Victims Led to Enactment of the  
            Identity Theft Crime in Penal Code Section 530.5   
           
          In recent decades, identity theft has become a growing and  
          daunting crime problem.  Traditional investigative techniques  
          did not work well to combat identity theft, a crime that was  
          often committed by unseen, electronic means.  In 1997,  
          California was one of the first states to create a crime  
          specifically described as identity theft in Penal Code section  
          530.5.<3>  Prior to that time, law enforcement agencies  
          generally considered the defrauded business entity that was  
          defrauded to            be the victim of identity theft, not the  
          person whose identity was stolen so that the fraud could be  
          committed, although applicable statutes described a person whose  
          identity was misused as a crime victim.  However, advocates  
          believed that the person who was the actual victim often found  
          himself or herself given no respect or standing in repairing the  
          damage done by the crime.

          It would appear that the greatest value in the current identity  
          theft statutes is to allow a victim to clear his or her name.    
          Penal Code section 530.6 allows an identity theft victim to  
          require the police to investigate an identity theft report and  
          further allows the victim to use the report to obtain a court  
          order declaring that he or she did not commit certain crimes or  
          accumulate certain debts.  Pursuant to this judicial procedure,  
          a person may be listed in a database of identity theft victims  
          maintained by the Department of Justice.  

          One of the most daunting and frustrating problems encountered by  
          identify theft victims is the damage to one's credit.  As the  
          current recession, particularly the crash of the real estate  
          market demonstrates, good credit is essential to financial  
          stability.  An identity theft victim may well face months of  
          work and substantial expense repairing his or credit.  Companies  
          marketing credit repair services.  Credit card companies compete  
          for business, in part, by including credit monitoring and repair  
          in a credit account.


          ---------------------------
          <3> AB 156 (Murray) Ch. 768, Stats. 1997



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          4.  Issues Raised by Calculating the Restitution over a Period of  
            Three Years' Time  

          This bill provides that a court shall grant restitution for a  
          period of three years for repairing an identity theft victim's  
          credit and monitoring his or her credit report.  The statutory  
          requirement that restitution shall make a victim whole could not  
          be achieved in identity theft cases if restitution for credit  
          repair and monitoring were limited to short periods of time.   
          Credit problems can often arise throughout a three-year period  
          and even well-beyond that time.

          Credit problems may only arise when a person seeks a loan to  
          purchase a house or vehicle, long after the person's identifying  
          information was used.  Perhaps the bill should simply provide  
          that restitution in an identity theft case shall include the  
          cost of credit repair and monitoring.  Courts still must make  
          reasonable restitution orders.  Convicted defendants may  
          challenge the orders.

          Existing law recognizes that courts may find it difficult to  
          adequately compensate a victim as of the date of sentencing.   
          Penal Code Section 1204.46 explicitly provides that where the  
          specific amount or restitution cannot be determined on the date  
          of sentencing, the court retains jurisdiction to determine  
          restitution at a later date.  Restitution can even be determined  
          after a defendant has served his or her sentence.  (People v.  
          Buford (2007) 146 Cal.App.4th 966.)  

          Nevertheless, the court in many cases could reasonably determine  
          at the time of sentencing the cost to monitor and repair credit  
          for a three-year period.  Sentencing may not take place for  
                                                        months or even years after the date of the crime.  If the victim  
          can demonstrate the cost to repair or monitor credit over the  
          time prior to sentence, the court could calculate the cost for a  
          period of three years.  Restitution for loss of income for sales  
          commissions can serve as an example. Courts are directed to  
          determine loss of commission income as follows:  "Commission  
          income shall be established by evidence of commission income  












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          during the 12-month period prior to the date of the crime ?  
          unless good cause for a shorter period is shown."  (Pen. Code  
          1202.4, subd. (f)(3)(A).) Similar methods could be used to  
          determine the costs of credit repair and monitoring.


          DO IDENTITY THEFT VICTIMS SUFFER COSTLY, FRUSTRATING AND  
          TIME-CONSUMING DAMAGE TO THEIR CREDIT STATUS?

          SHOULD RESTITUTION IN AN IDENTITY THEFT CASE INCLUDE THE COSTS  
          FOR THREE YEARS OF CREDIT REPAIR AND MONITORING CREDIT REPORTS  
          BE INCLUDED IN RESTITUTION IN AN IDENTITY THEFT CASE? 

          SHOULD THE BILL PERHAPS BE AMENDED TO ELIMINATE A REFERENCE TO A  
          SPECIFIC TIME PERIOD FOR WHICH A VICTIM MAY RECEIVE RESTITUTION  
          FOR THE EXPENSES OF CREDIT REPAIR AND MONITORING?


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