BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1321
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          Date of Hearing:   January 10, 2012

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                 AB 1321 (Wieckowski) - As Amended:  January 4, 2012

                              As Proposed to Be Amended
           
          SUBJECT  :   MONEY JUDGMENTS: EARNINGS WITHHOLDINGS: CLAIMS OF 
          EXEMPTION

           KEY ISSUE  :  IN ORDER TO ASSIST LOW-INCOME FAMILIES FOR WHO WAGE 
          GARNISHMENT WOULD CREATE GREAT FINANCIAL DISTRESS, SHOULD 
          CALIFORNIA LAW AUTHORIZING CLAIMS OF EXEMPTION BE CHANGED TO 
          ALLOW A JUDGMENT DEBTOR TO OBTAIN A TEMPORARY STAY OF WAGE 
          GARNISHMENT UNTIL THE COURT HEARING TO DECIDE THE DEBTOR'S CLAIM 
          OF EXEMPTION?

           FISCAL EFFECT  :   As currently in print this bill is keyed 
          fiscal.

                                      SYNOPSIS
          
          Existing California law allows a judgment debtor to file a claim 
          of exemption from wage garnishment for the portion of wages 
          needed to support the debtor and his or her family.  This bill 
          seeks to modify this process to allow a debtor to easily obtain 
          a temporary stay on wage garnishment for the period between the 
          filing of the claim and the hearing date for the court to enter 
          judgment on the claim.  

          According to the author, this intervening period can last 
          several weeks or even months, which, the author contends, can be 
          disastrous for working families that are living from one 
          paycheck to the next.  To mitigate this potential impact, this 
          bill seeks to ensure that a judgment debtor is entitled to have 
          the amount of earnings withheld by his or her employer reduced 
          to the extent that the debtor may retain the amount of earnings 
          needed to support himself and his family, as indicated on the 
          claim of exemption form-but only until such time as the required 
          court hearing to decide the merits of the exemption claim.  For 
          these reasons, the bill is supported by the Western Center on 
          Law and Poverty.  

          The bill is opposed by the California Association of Collectors 








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          (CAC), who characterizes it as an unreasonable solution that 
          will "injure creditors and employers and cause abuses of the 
          system", along with other unintended consequences.  
          Specifically, CAC contends that this bill will lead to "legal 
          mills" that will abuse the tactic of seeking a claim of 
          exemption to delay wage garnishment in all collection cases, 
          whether truly deserved or not.  CAC also contends, among other 
          things, that this bill unfairly tilts the balance of power 
          towards one stakeholder group (i.e. garnishees) involved in 
          current discussions seeking to address the impact of court 
          closures and greater difficulty in scheduling trials and 
          hearings.  In addition, CAC is opposed to hearing the bill at 
          this time based on general process concerns associated with the 
          short length of time the current provisions of the bill have 
          been in print.  

          The author proposes to amend the bill further to address 
          implementation issues raised by the Judicial Council, facilitate 
          electronic transmission of documents, and protect sensitive 
          financial information belonging to judgment debtors.  As 
          proposed to be amended, these provisions would not take effect 
          until July 1, 2013 if chaptered into law.

           SUMMARY  :  Modifies the procedure for handling a judgment 
          debtor's claim of exemption from wage garnishment.  
          Specifically,  this bill  :   

          1)Requires the levying officer, after the judgment debtor files 
            the claim of exemption, to promptly serve the judgment 
            debtor's employer with a copy of the original earnings 
            withholding order (EWO), a copy of the claim of exemption, and 
            an instruction, signed by the levying officer, as specified.

          2)Requires an employer, once served with the above documents, to 
            comply with the instruction to immediately, and until further 
            notice, reduce the amount of earnings to be withheld under the 
            original EWO to reflect the amount of additional earnings 
            claimed by the judgment debtor to be exempt in the claim of 
            exemption.  Further requires the employer to immediately cease 
            withholding any earnings whatsoever if the judgment debtor's 
            claim of exemption asserts that all of his or her earnings are 
            exempt.

          3)Requires the levying officer, if he or she does not receive a 
            notice of opposition to the claim of exemption within a 








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            specified period of time, to serve upon the employer a notice 
            that the employer shall continue withholding earnings only to 
            the extent, if any, that the employer has been withholding 
            earnings pursuant to the instruction previously served by the 
            levying officer.

          4)Provides that, if after a hearing on the claim of exemption, 
            the court denies the judgment debtor's claim in whole or in 
            part, the clerk shall promptly transmit a certified copy of 
            the court's order to the levying officer, who shall promptly 
            serve the employer a notice that employer shall withhold 
            earnings pursuant to the court's order. 

           EXISTING LAW  :  

          1)Provides that service of a EWO creates a lien upon the 
            earnings of the judgment debtor that are required to be 
            withheld pursuant to the order and upon all property of the 
            employer subject to the enforcement of a money judgment in the 
            amount required to be withheld pursuant to such order.  Also 
            provides that the lien continues for a period of one year from 
            the date the earnings of the judgment debtor become payable 
            unless the amount required to be withheld pursuant to the 
            order is paid as required by law.  (Code of Civil Procedure 
            Section 706.029.  Unless stated otherwise, all further 
            statutory references are to this code.)


          2)Exempts from levy, with certain categorical exceptions, the 
            portion of a judgment debtor's earnings which the judgment 
            debtor proves is necessary for the support of the judgment 
            debtor or his or her family supported in whole or in part by 
            the judgment debtor.  (Section 706.051(b).)


          3)Permits a judgment debtor to claim an exemption if no prior 
            hearing has been held with respect to the EWO, or if there has 
            been a material change in circumstances since the time of the 
            last prior hearing on the EWO.  (Section 706.105(a).)


          4)Specifies the procedural requirements by which a judgment 
            debtor may claim an exemption from the earnings withholding 
            order, and by which a judgment creditor may contest a claim of 
            exemption in order to obtain a court hearing to evaluate the 








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            merit of the claim.  (Section 706.105, (b) to (d).)



          5)Entitles the judgment creditor to a hearing on the claim of 
            exemption upon filing a notice of opposition, and provides 
            that if no notice of opposition is filed, the debtor's 
            earnings may be withheld by the employer only to the extent 
            reflected by the amount of earnings claimed to be exempt in 
            his or her claim of exemption.  (Section 706.105 (e) and (f).)


          6)Provides that the amount of earnings of a judgment debtor 
            exempt from the levy of an earnings withholding order, except 
            as specified, shall be that amount that may not be withheld 
            from the judgment debtor's earnings under federal law in 
            Section 1673(a) of Title 15 of the United States Code.  
            (Section 706.050.)



          7)Provides that the maximum part of the aggregate disposable 
            earnings of an individual for any workweek which is subject to 
            garnishment may not exceed 25 per centum of his disposable 
            earnings for that week, or the amount by which his disposable 
            earnings for that week exceed thirty times the Federal minimum 
            hourly wage in effect at the time the earnings are payable, 
            whichever is less.  (15 U.S.C. � 1673.)


           COMMENTS  :  According to the author, existing California law that 
          allows a judgment debtor to file a claim of exemption from wage 
          garnishment with the court and obtain a hearing on the claim may 
          be insufficient to protect many low-income persons as intended.  
          This deficiency arises because the intervening period between 
          the time a judgment debtor initially files a claim of exemption 
          and the court enters its judgment on the claim can last many 
          weeks or months, and this length of time, the author contends, 
          can be disastrous for families that are living from one paycheck 
          to the next.  To mitigate this potential impact, this bill seeks 
          to ensure that a judgment debtor is entitled to have the amount 
          of earnings withheld by his or her employer reduced to the 
          extent that the debtor claims those earnings are exempt-but only 
          until such time as the required court hearing to decide the 
          merits of the claim of exemption.  In effect, this amounts to a 








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          temporary stay on garnishment of some or all of the judgment 
          debtor's wages, as claimed by the debtor, during the period 
          between when the claim is filed and when the court decides the 
          claim after a hearing.

           Stated Need for the Bill.   According to the author, this bill is 
          needed to address the problems faced by some working families in 
          California who may suffer financial harm while waiting for a 
          hearing on a claim of exemption from wage garnishment.  The 
          author states:

               With California courts becoming increasingly 
               overburdened by budget cuts, decreased staff support, 
               and office closures and consolidations, the already 
               extended timeline between a debtor filing a claim of 
               exemption and a levying officer promptly serving a 
               copy of a court order will only continue to grow.  
               With every passing over-garnished paycheck, a debtor 
               and his family can face eviction due to inability to 
               pay rent, repossession of a vehicle, disconnection of 
               utilities, or even bankruptcy.  By requiring that the 
               employer modify the garnishment ahead of a hearing, a 
               debtor will have access to needed funds within a more 
               reasonable time, allowing him to stay afloat, pay 
               bills and avoid further financial distress.  

           Claiming an Exemption from Wage Garnishment: A Procedural 
          Background  .  Under the Wage Garnishment Law, service of an 
          earnings withholding order creates a lien upon the earnings of 
          the judgment debtor that are required to be withheld and in the 
          specified amount to be withheld pursuant to the order.  (Section 
          706.029.)  If no prior hearing has been held with respect to the 
          EWO or there has been a material change in circumstances since 
          the time of the last prior hearing, then the judgment debtor may 
          claim an exemption from wage garnishment by filing a claim of 
          exemption and financial statement (both are Judicial 
          Council-approved forms) with the levying officer.  (Section 
          706.105(a)-(b).)  On the claim of exemption form, the debtor 
          attests that he needs either all or a specified portion of his 
          earnings to support himself or his family.  On the financial 
          statement, the debtor provides a detailed account of his income 
          and expenses that support his claim that the court should 
          approve an exemption.  (Judicial Council Form WG-006.)  
           
          Existing law requires a judgment creditor who desires to contest 








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          a claim of exemption to file a notice of opposition to the claim 
          of exemption within 10 days after the required notice of claim 
          of exemption has been mailed to the creditor.  (Section 
          706.105(d).)  If the judgment creditor files this notice of 
          opposition with the levying officer within the 10-day period, 
          the judgment creditor is entitled to a hearing on the claim of 
          exemption, as specified.  (Section 706.105(e).)  If, however, 
          the levying officer does not receive a notice of opposition to 
          the claim of exemption within the 10-day period, then the EWO 
          will effectively be terminated or modified, depending on the 
          particular claim of exemption made by the judgment debtor.  For 
          example, if all of the judgment debtor's earnings were claimed 
          to be exempt, the levying officer shall serve the employer with 
          a notice that the EWO has been terminated.  If only a portion of 
          the judgment debtor's earnings was claimed to be exempt, then 
          the levying officer shall serve a modified EWO that reflects the 
          amount of earnings claimed to be exempt.  (Section 706.105(f).)

          Because the EWO is either terminated or modified according to 
          terms proposed by the judgment debtor when the claim of 
          exemption is unopposed, current law provides an incentive to the 
          judgment creditor to file a notice of opposition-thus triggering 
          a hearing where the court shall determine the merit of the claim 
          of exemption.  

           This bill does not discharge the underlying debt or the criteria 
          by which a claim of exemption is judged, but does temporarily 
          stay wage garnishment until a hearing is held to decide the 
          claim of exemption.   Under existing law governing the claim of 
          exemption process, the wages of a judgment debtor may be 
          garnished for the entire interim period between the filing of 
          the claim and the court hearing on the matter.  If the court 
          decides that the claim of exemption is valid and modifies the 
          EWO, then existing law provides for the refund of wages to the 
          employee already withheld by the employer pursuant to the 
          original EWO, but without any interest or penalty for the time 
          that the employee/debtor could not access those wages.  If, on 
          the other hand, the court decides the claim of exemption is 
          invalid, then existing law simply authorizes wage garnishment to 
          continue pursuant to terms of the EWO, or as otherwise directed 
          by the court. 

          Nothing in this bill acts to discharge any part of the 
          underlying debt or change the criteria by which a claim of 
          exemption is evaluated by a court.  The bill does not affect the 








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          right of a debtor to file a claim of exemption, nor of a 
          creditor to file a notice of opposition to the claim to obtain a 
          court hearing to decide the matter.  Instead, the bill 
          temporarily stays wage garnishment until the court hearing to 
          decide the claim of exemption on its merits.  During this lag 
          time, either the debtor or the creditor must bear this temporary 
          burden.  Opponents correctly point out that the bill shifts the 
          temporary financial burden from the back of the judgment debtor 
          to that of the judgment creditor during the intervening period 
          of time before the hearing.  On the other hand, this bill 
          reflects the apparent view of its proponents that such a policy 
          shift is warranted because, more often than not, the judgment 
          debtor in financial distress is less likely to be able to bear 
          this burden than the creditor, particularly in cases like these 
          where the debtor has declared under penalty of perjury that some 
          or all of his earnings are needed to support himself and his 
          family and should therefore be exempt from garnishment.

           Proposed Author's Amendments  :  To address implementation issues 
          at the request of the Judicial Council, who pursuant to Section 
          706.120 is responsible for prescribing forms and notices 
          implemented by this bill, the author proposes to amend the bill 
          to have an effective start date of July 1, 2013.  In addition, 
          the author proposes additional amendments that are intended to 
          accommodate the electronic provision of documents by court 
          clerks, as well as to clarify that the judgment debtor's 
          financial statement, which discloses private financial 
          information about the debtor, need not and shall not be served 
          upon his or her employer with the copy of the claim of exemption 
          (to which it is often attached when handled by court staff.)  
          The amendments are:

               On page 3, line 18, after "debtor" insert ", unaccompanied 
               by the financial statement"

               On page 6, line 10, strike "a certified copy" and insert 
               "or provide by mail, facsimile, email, or other electronic 
               means a copy"

               On page 7, line 12, insert the following: "SEC. 3.  The 
               provisions of this act shall take effect on July 1, 2013."

               On page 7, line 13, insert the following: "SEC. 4.  The 
               Judicial Council shall, on or before July 1, 2013, adopt 
               any necessary revisions to any notices, claims of 








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               exemptions, orders, or other documents specified in section 
               706.120 in order to implement the provisions of this act."

           ARGUMENTS IN SUPPORT  :  In support of the bill, Western Center on 
          Law and Poverty (WCLP) contends that this bill will help ensure 
          that workers and their families are not harmed by "improper" 
          wage garnishment during the period of time that the worker is 
          waiting for a court hearing on his or her claim of exemption in 
          cases where the merit of that claim is ultimately validated by 
          the court.  Although California law provides that the hearing on 
          the claim of exemption shall occur within 30 days, WCLP reports:

               In practice, hearings on claims of exemption often 
               exceed the legal time frame in the statute. One legal 
               service program reports that they helped a client file 
               a claim of exemption in late May this year; the 
               hearing on the claim of exemption was in July, and the 
               garnishment didn't halt until mid-August. Thus, for 
               three months, earnings were taken from the family 
               unjustly. 

          WCLP further explains why it feels the bill is necessary to 
          offer additional protection during the period leading up to the 
          hearing on the claim, stating:

               While the worker waits for the hearing on the 
               exemption, the unmodified wage garnishment stays in 
               effect often resulting in the worker being unable to 
               pay their bills. If the court later determines that 
               the exemption was valid and that wages were improperly 
               garnished, the judgment creditor must repay the 
               worker. But by then the damage has often been done and 
               even prompt repayment of the garnished funds won't 
               restore the worker's credit.  AB 1321, however, 
               insures that workers that file a claim of exemption 
               are not penalized before they get their day in court. 
               In the meantime they can continue to meet their 
               household financial obligations. AB 1321 doesn't 
               discharge valid wage garnishments; it just insures 
               that in enforcing earnings withholding orders, that 
               workers don't have their lives destroyed in the 
               process.

           ARGUMENTS IN OPPOSITION  :  The California Association of 
          Collectors (CAC) expresses a number of concerns about the bill, 








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          as articulately stated in its letter of opposition:

               CAC believes that we are in a crisis in access to the 
               civil courts.  This bill is not a reasonable solution 
               but will injure creditors and employers and cause 
               abuses in the system, along with many other unforeseen 
               and unintended consequences.

               Current delays in the trial courts are a substantial 
               problem for all parties.  CAC has raised concerns with 
               the Judicial Council regarding the current 
               difficulties in accessing the courts: delays and 
               difficulties in filings, hearings and judgment.  The 
               Judicial Council has established working groups to 
               deal with this problem and that process is ongoing.  
               This bill seeks to tilt the process to benefit one 
               stakeholder at the expense of the rest. . .  This bill 
               would suspend a legal wage garnishment already 
               executed while a claim of exemption is pending.  It 
               creates an incentive to file these claims and will 
               create legal mills that routinely file them to gain a 
               suspension in execution of the garnishment, and there 
               is no mechanism to recoup the funds if the judge 
               ultimately denies the claim.  (Finally) the bill 
               creates ambiguity and uncertainty for the employer.

          CAC also opposes the bill for process reasons, pointing out that 
          until January 4, 2012, the bill concerned an entirely different 
          subject.  CAC states:

               There is no urgency to this measure.  Doing a "gut and 
               amend" the first week back circumvents the opportunity 
               to provide reasonable notice as provided by the 
               "30-day in print rule".  Allowing this bill to be 
               introduced and go through the normal legislative 
               process would provide stakeholders the time to review 
               and discuss with the author and sponsors the issues 
               raised.

           PRIOR RELATED LEGISLATION  :  AB 1388 (Wieckowski), Chapter 694, 
          Stats. 2011, allows a court to grant a judgment debtor's claim 
          of exemption from wage garnishment in cases where the underlying 
          debt was incurred for medical care or hospital services rendered 
          to the judgment debtor or his or her family.









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           REGISTERED SUPPORT / OPPOSITION  :   

           Support 

           Western Center on Law and Poverty

           Opposition 

           California Association of Collectors
           
          Analysis Prepared by  :    Anthony Lew / JUD. / (916) 319-2334