BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 284
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          Date of Hearing:   June 14, 2011

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                     SB 284 (Harman) - As Amended:  April 5, 2011

                                  PROPOSED CONSENT

           SENATE VOTE  :  36-0
           
          SUBJECT  :  REAL PROPERTY: MARKETABLE TITLE

           KEY ISSUE  :  TO PREVENT RECORD NOTICE OF AN OPTION FROM 
          UNNECESSARILY CLOUDING TITLE TO PROPERTY AFTER THE OPTION ITSELF 
          HAS EXPIRED, SHOULD STATUS OF RECORD NOTICE OF AN OPTION BE 
          DETERMINABLE SOLELY BY REFERENCE TO TITLE RECORDS?

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

                                      SYNOPSIS
                                          
          This non-controversial bill seeks to enact a recommendation by 
          the California Law Revision Commission to close an apparent gap 
          in the state's Marketable Record Title statute that may allow 
          record notice of an option to purchase property to unnecessarily 
          create a cloud on title after the option itself has become 
          obsolete, thus impairing the marketability of the property.  
          Although the status of record notice of an option in most cases 
          can be readily determined from the information provided in the 
          notice itself, a cloud on title may arise in circumstances where 
          the status of record notice cannot be determined from the title 
          records alone because the expiration date of the option is not 
          included in the record.  This bill would clarify that record 
          notice of an option would expire six months after the expiration 
          of the option, if that date is ascertainable from the recorded 
          instrument, or, alternatively, would expire six months after the 
          recordation date of the instrument if the expiration date of the 
          option cannot be ascertained from the instrument.  The bill 
          seeks to amend the Marketable Record Title statute so that it 
          would operate entirely on the basis of information that is 
          ascertainable from the recorded document.  The provisions of 
          this bill do not become operative until January 1, 2013.  This 
          bill was unanimously approved in the Senate and has no known 
          opposition.








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           SUMMARY  :  Clarifies that an option to purchase real property 
          whose expiration date is not ascertainable from the recorded 
          instrument shall expire of record six months after recording.   
          Specifically,  this bill  :    

          1)Provides that, as of January 1, 2013, if a recorded instrument 
            creates or gives constructive notice of an option to purchase 
            real property, the option expires of record if no conveyance, 
            contract, or other instrument that gives notice of exercise or 
            extends the option is recorded within the following times:

             a)   If the expiration date of the option is ascertainable 
               from the recorded instrument, six months after that 
               expiration date.
             b)   If the expiration date of the option is not 
               ascertainable from the recorded instrument or the recorded 
               instrument indicates that the option provides no expiration 
               date, six months after the date the instrument that creates 
               or gives constructive notice of the option is recorded. 

          2)Corrects a typographical error in a related section making 
            Legislative declarations.

           EXISTING LAW  :   

          1)Provides that if a recorded instrument creates or gives 
            constructive notice of an option to purchase real property, 
            the option expires of record if no conveyance, contract, or 
            other instrument that gives notice of exercise or extends the 
            option is recorded within the following times:

             a)   Six months after the option expires according to its 
               terms; or
             b)   If the option provides no expiration date, six months 
               after the date the instrument that creates or gives 
               constructive notice of the option is recorded.  (Civil Code 
               Section 884.010.  All further references are to this code 
               unless otherwise noted.)

          2)Provides that upon the expiration of record of an option to 
            purchase real property, the recorded instrument that creates 
            or gives constructive notice of the option ceases to be notice 
            to any person or to put any person on inquiry with respect to 
            the exercise or existence of the option or of any contract, 








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            conveyance, or other writing that may have been executed 
            pursuant to the option.  (Section 884.020.)

          3)Declares as a matter of public policy that real property title 
            transactions should be possible with economy and expediency, 
            and the status and security of recorded real property titles 
            should be determinable to the extent practicable from an 
            examination of recent records only.  (Section 880.020(a)(4).)

           COMMENTS  :  This non-controversial bill seeks to enact a 
          recommendation by the California Law Revision Commission to 
          close an apparent gap in the state's Marketable Record Title 
          statute that may allow record notice of an option to purchase 
          property to unnecessarily create a cloud on title after the 
          option itself has become obsolete, thus impairing the 
          marketability of the property.  Although the status of record 
          notice of an option in most cases can be readily determined from 
          the information provided in the notice itself, a cloud on title 
          may arise in circumstances where the status of record notice 
          cannot be determined from the title records alone because the 
          expiration date of the option is not included in the record.  
          This bill would clarify that record notice of an option would 
          expire six months after the expiration of the option, if that 
          date is ascertainable from the recorded instrument, or, 
          alternatively, would expire six months after the recordation 
          date of the instrument if the expiration date of the option 
          cannot be ascertained from the instrument.
           
          Stated need for the bill.   This bill is sponsored by the 
          California Land Title Association and would enact a 
          recommendation by the California Law Revision Commission (CLRC), 
          which has studied the problem in detail.  According to the 
          author and CLRC:

               In most cases, the status of record notice of an option 
               can be readily determined from the information provided 
               in the notice itself, without any need to consult 
               off-record information. However, there are 
               circumstances in which the status of record notice 
               cannot be determined from the title records alone.  
               That is because the status of record notice of an 
               option depends on the expiration date of the option (if 
               any). That information might not be included in the 
               record, in which case off-record information would be 
               required to determine the status of the record notice.








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               That would make it difficult or impossible for a title 
               researcher to determine whether the record notice is 
               effective, creating a cloud on title that may persist 
               long after the underlying option has become obsolete.  
               Judicial proceedings could be required to determine the 
               status of title.

          To address this potential problem facing title researchers, the 
          bill seeks to amend the Marketable Record Title statute so that 
          it would operate entirely on the basis of information that is 
          ascertainable from the recorded document.

           Background on options to purchase real property and the 
          Marketable Record Title Statute.   An option to purchase real 
          property essentially gives the option holder the right to 
          purchase the property subject to any deadlines or conditions 
          contained within the option.  Upon the recordation of that 
          option, any future owner would have to purchase the property 
          subject to that option, unless the record notice of that option 
          expires, thereby lifting the cloud from title.  Absent the 
          expiration of the option, title may be cleared by obtaining a 
          quitclaim deed from the option holder to convey any interest he 
          or she may have, or by the purchaser bringing a quiet title 
          action in court.

          The Marketable Record Title statute, enacted in 1982 and also 
          based upon a CLRC recommendation, facilitates real property 
          title transactions in two general ways.  In addition to 
          providing for the expiration of obsolete interests of record, 
          the statute enables a person to rely on title records in 
          determining the status of title.  The CLRC's original 1982 
          recommendation paper noted that expiring record notice of those 
          options "�would] enhance the marketability of property . . . by 
          removing the cloud on title simply by the passage of time 
          without the need to resort to judicial proceedings."  (See 
          Marketable Title of Real Property, 16 Cal. Law Revision 
          Commission Reports 401 (1982).)  The statute would seem to 
          relieve in part the need for unnecessary lawsuits brought by 
          purchasers to quiet title when the only issue is uncertainty 
          about the expiration of an option to purchase.

          Civil Code Section 884.010 is the provision of the Marketable 
          Record Title statute that governs record notice of an option to 
          purchase real property.  It provides that such notice expires, 








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          by operation of law, six months after the option itself expires 
          pursuant to its terms, or if the option has no fixed expiration 
          date, six months after notice of the option is recorded.  Once 
          record notice of an obsolete option to purchase real property 
          has expired under Section 884.010, it no longer presents a cloud 
          on title.   

           This bill ensures that the status of record notice of an option 
          can be determined from the public record.   This bill addresses 
          the situation that arises when a person holding an option to 
          purchase property records an instrument giving notice of the 
          option rather than a copy of the option instrument itself, and 
          the recorded instrument is silent on whether the option has an 
          expiration date.  Failure to include enough relevant information 
          in the notice to determine expiration of the option is probably 
          unintentional on the part of the option holder, but it is 
          sufficient to create a cloud on title for researchers who must 
          then turn to off-record information to resolve the issue.  To 
          prevent such unnecessary cloud on title, this bill would provide 
          that where the expiration date of the option is not 
          ascertainable from the recorded instrument, the option expires 
          of record six months after recordation.  By expiring the record 
          notice of those options six months after recordation of the 
          instrument that creates or gives constructive notice of the 
          option, this bill would allow the record notice status of those 
          options to be determined from the public record.  

          In addition, this bill appears to further the public policy of 
          the statute as originally codified by the Legislature, 
          specifically that "Real property title transactions should be 
          possible with economy and expediency (and) the status and 
          security of recorded real property titles should be determinable 
          to the extent practicable from an examination of recent records 
          only."  (Section 880.020.) 

           This bill expires record notice of an option, but would not 
          extinguish any option  .  California, as a race-notice 
          jurisdiction, requires conveyances of real property to be 
          recorded in order to be valid against subsequent bona fide 
          purchasers (BFP).  The key issue for a prospective purchaser is 
          whether there is record notice for an option in effect at the 
          time he or she acquires an interest in the property.  If the 
          notice is effective, then the BFP takes subject to the option.  
          If the notice has expired, a subsequent BFP could take the 
          property free of the option, and the option holder may have a 








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          cause of action against the property seller for a breach of 
          contract.  

          In any case, this bill only modifies existing law that provides 
          for the expiration of record notices of option, and does nothing 
          to expire or wipe out any option itself.  The only effect of 
          this bill, if enacted, would be to cause the expiration of 
          record notice that does not state the expiration date of the 
          underlying option.  If this bill became law and caused the 
          expiration of a record notice of an option that continues to 
          have legal effect, the option holder could still record a new 
          notice of the option to continue his or her option, and that 
          notice would immediately take effect, until it too expires.

           These provisions do not become operative until 2013.   This bill 
          contains a deferred operation date of January 1, 2013.  
          Accordingly, if this bill is enacted, then the change in the 
          statute would be in print for a full year before taking any 
          legal effect.  According to the author and CLRC, this is thought 
          necessary to ensure that all obsolete interests are extinguished 
          before the statute would go into effect, while providing option 
          holders with a window during which to record new notice.  In 
          addition, the deferred operation date avoids creating potential 
          errors associated with prospective application of the statute 
          upon notice of options recorded before an effective date of 
          January 1, 2012 that would then be subject to a different rule 
          than existed when they were recorded.

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          California Land Title Association (sponsor)
           
            Opposition 
           
          None on file

           Analysis Prepared by  :    Anthony Lew / JUD. / (916) 319-2334