BILL ANALYSIS                                                                                                                                                                                                    �



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          ASSEMBLY THIRD READING
          AB 1945 (Wieckowski)
          As Amended March 28, 2014
          Majority vote 

           JUDICIARY           10-0                                        
           
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          |Ayes:|Wieckowski, Wagner,       |     |                          |
          |     |Alejo, Chau, Dickinson,   |     |                          |
          |     |Garcia, Gorell,           |     |                          |
          |     |Maienschein, Muratsuchi,  |     |                          |
          |     |Stone                     |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |     |                          |     |                          |
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           SUMMARY  :  Clarifies the availability of specified property  
          exemptions to the domestic partner of a judgment debtor.   
          Specifically,  this bill  provides that, in the case of community  
          property, the domestic partner of the judgment debtor may claim  
          exemptions from enforcement of judgment whether or not he or she  
          is also a judgment debtor under the judgment.

           EXISTING LAW  :    

          1)Specifies 21 different types of property and the conditions  
            under and amount of which a judgment debtor may claim an  
            exemption from enforcement of a money judgment.  (Code of  
            Civil Procedure (CCP) Section 704 exemptions.) 

          2)Provides eleven categories of exemptions, modeled after  
            federal law (11 United States Code (U.S.C.) Section 522,  
            subdivision (d)) which the bankruptcy debtor may elect to  
            claim instead of the Section 704 exemptions described above.   
            These exemptions include, among other things, the debtor's  
            interest in real property, motor vehicles, jewelry, and tools  
            of the trade, up to specified amounts.  (CCP Section 703  
            exemptions.)  

          3)Permits, in all cases, the judgment debtor or a person acting  
            on behalf of the judgment debtor to claim any of these  
            exemptions, and in the case of community property, the spouse  
            of the judgment debtor, whether or not the spouse is also a  
            judgment debtor under the judgment.  








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          4)Provides that registered domestic partners shall have the same  
            rights, protections, and benefits, and shall be subject to the  
            same responsibilities, obligations, and duties under law,  
            whether they derive from statutes, administrative regulations,  
            court rules, government policies, common law, or any other  
            provisions or sources of law, as are granted to and imposed  
            upon spouses.  

           FISCAL EFFECT :  None

           COMMENTS  :  According to the author, this bill provides helpful  
          clarification of existing law on the issue of whether registered  
          domestic partners can file jointly in bankruptcy and claim the  
          same property exemptions that spouses in a marriage can.   
          Specifically, this bill clarifies that, in the case of community  
          property, the domestic partner of a judgment debtor may claim  
          exemptions from enforcement of judgment whether or not he or she  
          is also a judgment debtor under the judgment.

          Both the federal Bankruptcy Code and California law provide  
          numerous exemptions that are intended to save bankruptcy debtors  
          and their families from extreme hardship.  "The fundamental  
          purpose behind exemptions in bankruptcy is to ensure that the  
          debtor is not left destitute and dependent upon the public purse  
          after distribution of his assets to creditors.  Along with the  
          discharge of debts, exemptions are the principal means by which  
          the bankruptcy proceeding allows the debtor to rehabilitate  
          himself and his family financially.  Thus, exemptions provide  
          the debtor with a fresh start, and 'shift the burden of  
          providing the debtor with minimal financial support from society  
          to the debtor's creditors.'"  (Exemptions Under the Bankruptcy  
          Code: Using California's New Homestead Law as a Medium for  
          Analysis. 72 California Law Review 922 (1984)).

          Under state law, California bankruptcy debtors have two sets of  
          exemption options to choose from, one set of state law  
          nonbankruptcy exemptions (CCP Section 704 exemptions) and a  
          second set modeled after federal bankruptcy exemptions (CCP  
          Section 703 exemptions); however, the debtor may choose only one  
          set of exemptions.  (In re Steward, 9th Cir. BAP (Cal.) 1998,  
          227 B.R. 895.)  With respect to a debtor's eligibility to claim  
          property exemptions, current state law does not expressly  
          authorize registered domestic partners to claim the exemptions.   








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          Specifically, CCP Section 703.020 authorizes the exemptions only  
          for the debtor, and in the case of community property, for the  
          spouse of the judgment debtor whether or not the spouse is also  
          a judgment debtor under the judgment.  Family Code Section  
          297.5, however, provides that registered domestic partners have  
          the same rights, protections and benefits, and shall be subject  
          to the same responsibilities, obligations, and duties under law,  
          as are granted to and imposed upon spouses.  By logical  
          extension, registered domestic partners are entitled to claim  
          the property exemptions in the same manner as spouses under  
          existing law, including in cases of community property when the  
          partners have filed jointly in bankruptcy.

          According to the author, this bill is needed to eliminate  
          reported uncertainty as to whether domestic partners may jointly  
          file for bankruptcy and claim the same property exemptions as  
          married couples.  The author notes that in 2011, the United  
          States (U.S.) Bankruptcy Court of the Central District of  
          California (CA) in 2011 held that same-sex individuals lawfully  
          married under state law are entitled to file a joint bankruptcy  
          petition, despite the contrary command of the federal Defense of  
          Marriage Act (DOMA).  To uphold the definition of marriage under  
          DOMA in this case and deny the joint petition, the court  
          concluded, would have violated the debtors' equal protection  
          rights under the Fifth Amendment, either under heightened  
          scrutiny or under rational basis review (In re Balas, 449 BR 567  
          (Case No. 2:11-bk-17831 TD)).  The subsequent invalidation of  
          DOMA by the U.S. Supreme Court in 2013 may have helped eliminate  
          any distinction between same-sex and opposite-sex marriages, but  
          according to the author, some uncertainty remains as to the  
          rights of registered domestic partners to jointly file for  
          bankruptcy under existing law. 

          Accordingly, this bill amends CCP Section 703.020 to codify  
          existing law that permits domestic partners to file jointly for  
          bankruptcy and entitles the domestic partner of the debtor to  
          claim the same property exemptions that a spouse may claim.   
          Because the spouse of the judgment debtor may claim exemptions  
          whether or not the spouse is also a judgment debtor under the  
          judgment, similarly this bill would allow the domestic partner  
          of the debtor to claim exemptions whether or not the domestic  
          partner is also a judgment debtor under the judgment.

           








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

                                                                FN: 0003195