BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE JUDICIARY COMMITTEE
                             Senator Noreen Evans, Chair
                              2011-2012 Regular Session


          AB 1927 (Jones)
          As Amended June 25, 2012
          Hearing Date: July 3, 2012
          Fiscal: No
          Urgency: No
          TW   
                    

                                        SUBJECT
                                           
                        Easements:  Maintenance:  Arbitration

                                      DESCRIPTION  

          Existing law authorizes an owner of an easement (piece of land 
          that is used by more than one person for a specified reason) 
          that is owned by more than one party to apply to a court for the 
          appointment of an arbitrator to determine proportional costs of 
          each owner regarding the maintenance of the easement.  This bill 
          would clarify that an easement owner can apply, as specified, to 
          either the small claims court or superior court for enforcement 
          of easement maintenance responsibilities against the other 
          easement owners.

                                      BACKGROUND  

          Individuals may share certain pieces of real property for 
          specified uses, such as using a common driveway to access 
          housing developed on abutting parcels of land.  The shared use 
          of the same property creates what is known as an easement or 
          right-of-way.  Ordinarily, the owner of a piece of property, on 
          which an easement is created for the use by others of the 
          property, is responsible for the maintenance of the easement.  
          However, users of the easement may agree to maintain the 
          easement.  (Rose v. Peters (1943) 59 Cal.App.2d 833, 835.)  

          In 1939, the Legislature established the right of owners of an 
          easement to file an action to require other owners to share the 
          cost of maintaining and repairing the easement.  This statute 
          was first amended by AB 1350 (Cortese, Ch. 985, Stats. 1985), 
          which provided that if an owner of an easement fails to share 
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          the cost to maintain an easement, any owner of the easement, or 
          any owner of land to which the easement is attached, may apply 
          to any court where the right-of-way is located and that has 
          jurisdiction over the amount in controversy for the appointment 
          of an impartial arbitrator to apportion the cost.  (Civ. Code 
          Sec. 845(c).)  At that time, those actions could be brought in 
          municipal or superior courts.  Subsequently, California courts 
          were restructured and municipal courts were abolished.  

          Under existing practice, small claims courts do not provide 
          mandatory arbitration of disputes.  As such, easement owners are 
          experiencing difficulty in filing actions in small claims courts 
          for enforcement of repair costs against other easement owners.  
          This bill would clarify the ability of easement owners to file 
          an enforcement action in either small claims court or superior 
          court, as specified.

                                CHANGES TO EXISTING LAW
           
           Existing law  requires the owner of any easement in the nature of 
          a private right-of-way, or of any land to which any such 
          easement is attached, to maintain it in repair.  (Civ. Code Sec. 
          845(a).)

           Existing law  provides that, if the easement is owned by more 
          than one person, or is attached to parcels of land under 
          different ownership, the cost of maintaining it in repair shall 
          be shared by each owner of the easement or the owners of the 
          parcels of land, as the case may be, pursuant to the terms of 
          any agreement entered into by the parties for that purpose. If 
          any owner who is a party to the agreement refuses to perform or 
          fails after demand in writing to pay the owner's proportion of 
          the cost, an action for specific performance or contribution may 
          be brought against that owner in a court of competent 
          jurisdiction by the other owners, either jointly or severally.  
          (Civ. Code Sec. 845(b).)

           Existing law  provides that, in the absence of an agreement, the 
          cost of maintaining an easement shall be shared proportionately 
          to the use made of the easement by each owner.  (Civ. Code Sec. 
          845(c).)

           Existing law  provides that, in the event an owner of an easement 
          fails to share the cost to maintain an easement, any owner of 
          the easement, or any owner of land to which the easement is 
          attached, may apply to any court where the right-of-way is 
                                                                      



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          located and that has jurisdiction over the amount in controversy 
          for the appointment of an impartial arbitrator to apportion the 
          cost.  (Civ. Code Sec. 845(c).)

           Existing law  provides that the application for enforcement of 
          easement maintenance costs may be made before, during, or after 
          performance of the maintenance work. If the arbitration award is 
          not accepted by all of the owners, the court may enter a 
          judgment determining the proportionate liability of each owner.  
          The judgment may be enforced as a money judgment by any party 
          against any other party to the action.  (Civ. Code Sec. 845(c).)

           Existing law  provides that, in the event that snow removal is 
          not required or under any independent contractual or statutory 
          duty, an agreement entered into, as specified, to maintain the 
          easement in repair shall be construed to include snow removal 
          within the maintenance obligations of the agreement if all of 
          the following exist:
           snow removal is not expressly precluded by the terms of the 
            agreement;
           snow removal is necessary to provide access to the properties 
            served by the easement; and
           snow removal is approved in advance by the property owners or 
            their elected representatives in the same manner as provided 
            by the agreement for repairs to the easement.  (Civ. Code Sec. 
            845(d).)

           Existing law  provides that the above provisions do not apply to 
          rights-of-way held or used by railroad common carriers subject 
          to the jurisdiction of the Public Utilities Commission.  (Civ. 
          Code Sec. 845(e).)

           This bill  would authorize an owner of an easement to recover 
          that owner's agreed proportionate share of the cost of easement 
          maintenance, or for specific performance or contribution in an 
          action before, during, or after performance of the maintenance 
          work, as follows.
          (1)  The action may be brought in the small claims court if the 
            amount claimed to be due as the owner's proportion of the cost 
            does not exceed the jurisdictional limit of the small claims 
            court.  A small claims judgment shall not affect apportionment 
            of any future costs that are not requested in the small claims 
            action.
          (2)Except as provided in (1), the action must be filed in the 
            superior court and shall be subject to judicial arbitration, 
            as specified.  A superior court judgment shall not affect 
                                                                      



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            apportionment of any future costs that are not requested in 
            the action, unless otherwise provided in the judgment.
          (3)In the absence of an agreement addressing the maintenance of 
            the easement, any action for specific performance or 
            contribution must be brought in a court in the county in which 
            the easement is located. 
          (4)Nothing in this bill would preclude the use of any available 
            alternative dispute resolution program to resolve actions 
            regarding the maintenance of easements in the small claims 
            court or the superior court.

                                        COMMENT
           
          1.  Stated need for the bill  
          
          The author writes:
            
            AB 1927 would amend Civil Code �Section ] 845 to specifically 
            permit disputes �by] calling for the apportionment of easement 
            maintenance costs to be resolved in small claims court if the 
            amount in controversy is small enough, rather than forcing 
            these actions to go through a more elaborate - and costly - 
            Superior Court process which includes mandatory, non-binding 
            judicial arbitration.

            Although this language is clearly permissive, some Courts have 
            interpreted this code section to mean that, even when the 
            amount in controversy is clearly well within the Small Claims 
            Court jurisdictional threshold, the  only  way someone can get 
            reimbursement for repair to a common easement is to file the 
            case in Superior Court and engage in the non-binding 
            arbitration process.  

          The sponsor of this bill, the Conference of California Bar 
          Associations, writes:
            
            Filing in Superior Court requires a larger filing fee, and 
            brings into play full Superior Court rules on discovery.  The 
            paying landowner must file a Petition asking the Court to 
            appoint at an arbitrator.  The arbitrator is appointed and the 
            arbitration held.  If the defendant doesn't like the decision 
            of the arbitrator, the defendant can request and the court 
            must provide a full trial on the issue.  As a result, a 
            $500.00 dispute can easily end up in Superior Court, go 
            through non-binding arbitration, and then go through a full 
            court trial.  The cost to the paying landowners is thousands 
                                                                      



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            of dollars in attorney fees and costs, to collect from one or 
            more recalcitrant landowners.  And, since there is no road 
            maintenance agreement, there is no attorney fees clause, and 
            the Court will not award attorney fees, only the costs.  And, 
            what is to keep the same or another landowner from doing the 
            same thing the next time repairs are needed?

          2.  Clarifying ability to bring easement maintenance enforcement 
            actions in either small claims or superior courts  

          Although existing law provides that an easement maintenance 
          action may be filed in any court where a right-of-way is located 
          and that has jurisdiction over the amount in controversy, 
          easement owners recently have reported difficulty in filing 
          these actions in small claims courts for adjudication of small 
          amounts because the statute is being construed to also require 
          an action to be filed for the appointment of an impartial 
          arbitrator to apportion the cost.  In practice, since small 
          claims courts do not order mandatory arbitration, easement 
          owners are being told to file their actions in superior courts.

          The statute at issue, Civil Code Section 845, was enacted in 
          1939, and subsequently amended by AB 1350 (Cortese, Ch. 985, 
          Stats. 1985), which provided that if an owner of an easement 
          fails to share the cost to maintain an easement, any owner of 
          the easement, or any owner of land to which the easement is 
          attached, may apply to any court where the right-of-way is 
          located and that has jurisdiction over the amount in controversy 
          for the appointment of an impartial arbitrator to apportion the 
          cost.  (Civ. Code Sec. 845(c).)  

          This statute was further amended in 1993 by SB 370 (Leslie, Ch. 
          196, Stats. 1993) to provide for arbitration of snow removal 
          costs of easement maintenance.  This Committee's analysis of SB 
          370 noted that small claims courts were being used to force 
          payment for the shared costs of doing road maintenance (such as 
          pothole repair and repaving).  However, beginning in 1998, 
          California began to restructure its trial court system and 
          unified municipal courts into county superior courts.  Small 
          claims courts were subsequently established to adjudicate claims 
          valued at certain amounts.  However, only superior courts 
          provide for mandatory arbitration of disputes.  

          The sponsor of this bill, the Conference of California Bar 
          Associations, argues that this bill is necessary to authorize 
          parties to file an easement maintenance action in small claims 
                                                                      



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          court, so that easement owners can quickly and inexpensively 
          resolve easement maintenance cost claims. The author argues that 
          "�i]n these small amount cases, the Small Claims procedure is 
          faster, costs far less, and gives the defendants the opportunity 
          to have their 'day in court' before the Commissioner with a 
          decision that is binding unless a losing defendant elects to 
          appeal to the Superior Court.  On the other hand, if the amount 
          in controversy is close to the jurisdictional limits of the 
          Small Claims Court, the Petitioner may elect to file in Superior 
          Court.  This flexible system, which AB 1927 will make possible, 
          works to the benefit of all concerned."

          Accordingly, this bill would clarify that easement owners can 
          file an action in either small claims or superior court, as 
          specified.  Recent amendments clarify the right to small claims 
          adjudication, provide for superior court arbitration, and 
          clarify the ability of litigants in small claims courts to 
          mediate or otherwise find alternative ways to resolve their 
          dispute.

          Specifically, this bill would authorize an owner of an easement 
          to recover that owner's agreed proportionate share of the cost 
          of easement maintenance, or for specific performance or 
          contribution in an action before, during, or after performance 
          of the maintenance work, as follows:
          (1)The action may be brought in the small claims court if the 
            amount claimed to be due as the owner's proportion of the cost 
            does not exceed the jurisdictional limit of the small claims 
            court.  
          (2)If an action is not otherwise brought in a small claims 
            court, the action must be filed in the superior court and 
            shall be subject to judicial arbitration, as specified.  
          (3)In the absence of an agreement addressing the maintenance of 
            the easement, any action for specific performance or 
            contribution must be brought in a court in the county in which 
            the easement is located. 

          This bill would further provide that nothing precludes the use 
          of any available alternative dispute resolution program to 
          resolve actions regarding the maintenance of easements in the 
          small claims court or the superior court.  Additionally, this 
          bill would provide that neither a small claims nor superior 
          court judgment shall affect apportionment of any future costs 
          that are not requested in the action.  This provision is 
          necessary to clarify that, although easement owners are 
          apportioning costs for easement repair (i.e., paving a road) at 
                                                                      



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          that time, if the easement is then repaired at a later date 
          (potentially many years in the future), and the potential use of 
          the easement by each owner has changed, the proportion of the 
          maintenance costs could be altered based on the use by each 
          owner at that time.

           Support :  None Known

           Opposition  :  None Known

                                        HISTORY
           
           Source  :  Conference of California Bar Associations

           Related Pending Legislation  :  None Known

           Prior Legislation  :

          SB 370 (Leslie, Ch. 196, Stats. 1993) See Comment 2.

          AB 1350 (Cortese, Ch. 985, Stats. 1985) See Background and 
          Comment 2.

           Prior Vote  :

          Assembly Floor (Ayes 74, Noes 0)
          Assembly Committee on Local Government (Ayes 9, Noes 0)
          Assembly Committee on Judiciary (Ayes 10, Noes 0)

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