AB 795 — Private cemeteries: endowment funds.
Last action — Chaptered by Secretary of State - Chapter 309, Statutes of 2019.
-
✓Introduced
-
✓In Committee
-
✓Passed Assembly
-
✓Passed Senate
-
✓To Executive
-
6Enacted
This bill has been enacted into law. Introduced February 20, 2019. Enacted.
Prognosis
Where this bill stands today.
Odds of enactment
HighHow often bills like it became law.
-
Enacted
Current position in the legislative process.
-
1 sponsor
1 primary, 0 co-sponsors signed on.
-
Single-party support
Sponsorship is currently within one party (1 D).
-
Cleared a recorded vote
Passed 5 recorded votes so far.
Prognosis reads this bill's own signals — stage, sponsorship breadth, committee status, recorded votes and cross-state momentum. Odds come from a model trained on which bills have become law.
Summary
Existing law authorizes a cemetery authority that maintains a private cemetery to place its cemetery under endowment care and to operate an endowment care fund. Existing law requires the principal of all funds for endowment care to be invested, and only the income to be used for the care of the cemetery. The term "income," for these purposes, means the distribution under either the net income distribution method or the unitrust distribution method. Existing law requires an endowment fund to be subject to a net income distribution method, and authorizes, on or after January 1, 2020, a cemetery authority to apply to the Cemetery and Funeral Bureau to convert its fund to a unitrust distribution method. The board is required to approve an application to convert a fund if certain conditions are met, including, the compensation to the trustee of the fund is limited to 0.1 % of the net fair market value of the assets as of the last trading day for each of the 3 preceding fiscal years. This bill would instead authorize a cemetery authority to convert to a unitrust distribution method on or after January 1, 2021. The bill would additionally modify the requirements to convert an endowment care fund from a net income distribution method to a unitrust distribution method by requiring the compensation of the trustee, as defined, to be reasonable and meet specified requirements based on the net fair market value, as defined, of the endowment care fund. The bill would additionally prohibit the principal and income of the trust fund of a cemetery from being seized in any proceeding by any private entity, and would limit the use of the principal and income of the trust fund if it is seized by a public entity. The bill would additionally limit the use of the principal and income of the trust fund if ownership of the cemetery authority is transferred, as specified.
Bill Text
- Chaptered 09/20/19 - Chaptered Current pdf September 20, 2019
- Enrolled 08/13/19 - Enrolled pdf August 13, 2019
- Amended 06/27/19 - Amended Senate pdf June 27, 2019
- Amended 06/11/19 - Amended Senate pdf June 11, 2019
- Amended 04/04/19 - Amended Assembly pdf April 04, 2019
- Introduced 02/20/19 - Introduced pdf February 20, 2019
- AB795 View text html
Action History
-
Chaptered by Secretary of State - Chapter 309, Statutes of 2019.
-
Approved by the Governor.
-
Enrolled and presented to the Governor at 3:30 p.m.
-
Senate amendments concurred in. To Engrossing and Enrolling. (Ayes 77. Noes 0. Page 2659.).
-
In Assembly. Concurrence in Senate amendments pending. May be considered on or after August 9 pursuant to Assembly Rule 77.
-
Read third time. Passed. Ordered to the Assembly. (Ayes 39. Noes 0. Page 2057.).
-
Ordered to special consent calendar.
-
Read second time and amended. Ordered to third reading.
-
From committee: Amend, and do pass as amended. (Ayes 9. Noes 0.) (June 24).
-
In committee: Hearing postponed by committee.
-
From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on B., P. & E.D.
-
Referred to Com. on B., P. & E.D.
-
In Senate. Read first time. To Com. on RLS. for assignment.
-
Read third time. Passed. Ordered to the Senate. (Ayes 78. Noes 0. Page 1254.)
-
Read second time. Ordered to third reading.
-
Read second time and amended. Ordered returned to second reading.
-
From committee: Amend, and do pass as amended. (Ayes 12. Noes 0.) (April 2).
-
In committee: Set, first hearing. Hearing canceled at the request of author.
-
Referred to Com. on JUD.
-
From printer. May be heard in committee March 23.
-
Read first time. To print.
Sponsors
- Jacqui Irwin · Primary
Sponsorship breakdown
Export CSV (upgrade) →1 sponsors · 0 co-sponsors · 121 not signed on
Sponsors (1)
- Irwin, Jacqui Democratic
Co-sponsors (0)
None.
Not signed on (121)
121 members have not signed on to this bill.
Show all 121 →"Not signed on" means a member has not sponsored or co-sponsored this bill — it does not imply opposition. Members flagged Voted No have a recorded No vote on this bill.
Votes
| Party | Yea | Nay | Present | Not Voting |
|---|---|---|---|---|
| Unaffiliated | 50 | 0 | 0 | 2 |
| Democratic | 22 | 0 | 0 | 0 |
| Republican | 5 | 0 | 0 | 0 |
| Total | 77 | 0 | 0 | 2 |
| % of votes cast | 97% | 0% | 0% | 3% |
How each member voted (79)
| Member | Party | Vote |
|---|---|---|
| Mathis | — | Yea |
| Cooley | — | Yea |
| Diep | — | Yea |
| Chau | — | Yea |
| Quirk | — | Yea |
| Low | — | Yea |
| Burke | — | Yea |
| Cooper | — | Yea |
| Rendon | — | Yea |
| Smith | — | Yea |
| Cunningham | — | Yea |
| Gonzalez | — | Yea |
| Bloom | — | Yea |
| Voepel | — | Yea |
| Rodriguez | — | Yea |
| Chiu | — | Yea |
| Gray | — | Yea |
| Maienschein | — | Yea |
| Mullin | — | Yea |
| Kamlager-Dove | — | Yea |
| Medina | — | Yea |
| Chu | — | Yea |
| Ting | — | Yea |
| O'Donnell | — | Yea |
| Waldron | — | Yea |
| Salas | — | Yea |
| Brough | — | Yea |
| Gloria | — | Yea |
| Obernolte | — | Yea |
| Holden | — | Yea |
| Daly | — | Yea |
| Jones-Sawyer | — | Yea |
| Friedman | — | Yea |
| Nazarian | — | Yea |
| Weber | — | Yea |
| Fong | — | Yea |
| Kiley | — | Yea |
| Mayes | — | Yea |
| Bigelow | — | Yea |
| Santiago | — | Yea |
| Eggman | — | Yea |
| Levine | — | Yea |
| Wood | — | Yea |
| Melendez | — | Yea |
| Frazier | — | Not Voting |
| McCarty | — | Not Voting |
| Cristina Garcia | — | Yea |
| Eduardo Garcia | — | Yea |
| Jim Patterson | — | Yea |
| Luz Rivas | — | Yea |
| Mark Stone | — | Yea |
| Wendy Carrillo | — | Yea |
| Aguiar-Curry, Cecilia M. | Democratic | Yea |
| Arambula, Joaquin | Democratic | Yea |
| Bauer-Kahan, Rebecca | Democratic | Yea |
| Berman, Marc | Democratic | Yea |
| Boerner, Tasha | Democratic | Yea |
| Bonta, Mia | Democratic | Yea |
| Calderon, Lisa | Democratic | Yea |
| Cervantes, Sabrina | Democratic | Yea |
| Gabriel, Jesse | Democratic | Yea |
| Gipson, Mike A. | Democratic | Yea |
| Grayson, Timothy S. | Democratic | Yea |
| Irwin, Jacqui | Democratic | Yea |
| Kalra, Ash | Democratic | Yea |
| Limón, Monique | Democratic | Yea |
| Muratsuchi, Al | Democratic | Yea |
| Petrie-Norris, Cottie | Democratic | Yea |
| Quirk-Silva, Sharon | Democratic | Yea |
| Ramos, James C. | Democratic | Yea |
| Reyes, Eloise Gómez | Democratic | Yea |
| Rivas, Robert | Democratic | Yea |
| Rubio, Blanca E. | Democratic | Yea |
| Wicks, Buffy | Democratic | Yea |
| Chen, Phillip | Republican | Yea |
| Choi, Steven S. | Republican | Yea |
| Flora, Heath | Republican | Yea |
| Gallagher, James | Republican | Yea |
| Lackey, Tom | Republican | Yea |
| Party | Yea | Nay | Present | Not Voting |
|---|---|---|---|---|
| Unaffiliated | 26 | 0 | 0 | 1 |
| Democratic | 10 | 0 | 0 | 0 |
| Republican | 3 | 0 | 0 | 0 |
| Total | 39 | 0 | 0 | 1 |
| % of votes cast | 98% | 0% | 0% | 3% |
How each member voted (40)
| Member | Party | Vote |
|---|---|---|
| Rubio | — | Yea |
| Monning | — | Yea |
| Wieckowski | — | Yea |
| Mitchell | — | Yea |
| Bradford | — | Yea |
| Wilk | — | Yea |
| Beall | — | Yea |
| Atkins | — | Yea |
| Hill | — | Yea |
| Roth | — | Yea |
| Morrell | — | Yea |
| Hueso | — | Yea |
| Leyva | — | Yea |
| Dodd | — | Yea |
| Moorlach | — | Yea |
| Skinner | — | Yea |
| Allen | — | Yea |
| Galgiani | — | Yea |
| Hertzberg | — | Yea |
| Portantino | — | Yea |
| Bates | — | Yea |
| Glazer | — | Yea |
| Nielsen | — | Yea |
| Chang | — | Yea |
| Pan | — | Yea |
| Borgeas | — | Not Voting |
| Mark Stone | — | Yea |
| Archuleta, Bob | Democratic | Yea |
| Caballero, Anna M. | Democratic | Yea |
| Durazo, Maria Elena | Democratic | Yea |
| Gonzalez, Lena A. | Democratic | Yea |
| Hurtado, Melissa | Democratic | Yea |
| Jackson, Corey A. | Democratic | Yea |
| McGuire, Mike | Democratic | Yea |
| Stern, Henry I. | Democratic | Yea |
| Umberg, Thomas J. | Democratic | Yea |
| Wiener, Scott D. | Democratic | Yea |
| Dahle, Megan | Republican | Yea |
| Grove, Shannon | Republican | Yea |
| Jones, Brian W. | Republican | Yea |
| Party | Yea | Nay | Present | Not Voting |
|---|---|---|---|---|
| Unaffiliated | 8 | 0 | 0 | 0 |
| Democratic | 1 | 0 | 0 | 0 |
| Total | 9 | 0 | 0 | 0 |
| % of votes cast | 100% | 0% | 0% | 0% |
How each member voted (9)
| Member | Party | Vote |
|---|---|---|
| Dodd | — | Yea |
| Galgiani | — | Yea |
| Hill | — | Yea |
| Glazer | — | Yea |
| Wilk | — | Yea |
| Chang | — | Yea |
| Pan | — | Yea |
| Leyva | — | Yea |
| Archuleta, Bob | Democratic | Yea |
| Party | Yea | Nay | Present | Not Voting |
|---|---|---|---|---|
| Unaffiliated | 47 | 0 | 0 | 1 |
| Republican | 7 | 0 | 0 | 0 |
| Democratic | 24 | 0 | 0 | 1 |
| Total | 78 | 0 | 0 | 2 |
| % of votes cast | 98% | 0% | 0% | 3% |
How each member voted (80)
| Member | Party | Vote |
|---|---|---|
| Mathis | — | Yea |
| Cooley | — | Yea |
| Diep | — | Yea |
| Chau | — | Yea |
| Quirk | — | Yea |
| Low | — | Yea |
| Burke | — | Yea |
| Cooper | — | Yea |
| Rendon | — | Yea |
| Smith | — | Yea |
| Cunningham | — | Yea |
| Gonzalez | — | Yea |
| Bloom | — | Yea |
| Voepel | — | Yea |
| Rodriguez | — | Yea |
| Chiu | — | Yea |
| Gray | — | Yea |
| Maienschein | — | Yea |
| Mullin | — | Yea |
| Kamlager-Dove | — | Yea |
| Medina | — | Yea |
| Chu | — | Yea |
| Ting | — | Yea |
| McCarty | — | Yea |
| O'Donnell | — | Yea |
| Waldron | — | Yea |
| Salas | — | Yea |
| Brough | — | Yea |
| Gloria | — | Yea |
| Obernolte | — | Yea |
| Holden | — | Yea |
| Daly | — | Yea |
| Jones-Sawyer | — | Yea |
| Friedman | — | Yea |
| Nazarian | — | Yea |
| Weber | — | Yea |
| Kiley | — | Yea |
| Mayes | — | Yea |
| Frazier | — | Yea |
| Bigelow | — | Yea |
| Santiago | — | Yea |
| Eggman | — | Yea |
| Levine | — | Yea |
| Wood | — | Yea |
| Melendez | — | Yea |
| Cristina Garcia | — | Yea |
| Eduardo Garcia | — | Not Voting |
| Mark Stone | — | Yea |
| Aguiar-Curry, Cecilia M. | Democratic | Yea |
| Arambula, Joaquin | Democratic | Not Voting |
| Bauer-Kahan, Rebecca | Democratic | Yea |
| Berman, Marc | Democratic | Yea |
| Boerner, Tasha | Democratic | Yea |
| Bonta, Mia | Democratic | Yea |
| Calderon, Lisa | Democratic | Yea |
| Carrillo, Juan | Democratic | Yea |
| Cervantes, Sabrina | Democratic | Yea |
| Fong, Mike | Democratic | Yea |
| Gabriel, Jesse | Democratic | Yea |
| Gipson, Mike A. | Democratic | Yea |
| Grayson, Timothy S. | Democratic | Yea |
| Irwin, Jacqui | Democratic | Yea |
| Kalra, Ash | Democratic | Yea |
| Limón, Monique | Democratic | Yea |
| Muratsuchi, Al | Democratic | Yea |
| Petrie-Norris, Cottie | Democratic | Yea |
| Quirk-Silva, Sharon | Democratic | Yea |
| Ramos, James C. | Democratic | Yea |
| Reyes, Eloise Gómez | Democratic | Yea |
| Rivas, Robert | Democratic | Yea |
| Rivas, Robert | Democratic | Yea |
| Rubio, Blanca E. | Democratic | Yea |
| Wicks, Buffy | Democratic | Yea |
| Chen, Phillip | Republican | Yea |
| Choi, Steven S. | Republican | Yea |
| Dahle, Megan | Republican | Yea |
| Flora, Heath | Republican | Yea |
| Gallagher, James | Republican | Yea |
| Lackey, Tom | Republican | Yea |
| Patterson, Joe | Republican | Yea |
| Party | Yea | Nay | Present | Not Voting |
|---|---|---|---|---|
| Unaffiliated | 8 | 0 | 0 | 0 |
| Democratic | 3 | 0 | 0 | 0 |
| Republican | 1 | 0 | 0 | 0 |
| Total | 12 | 0 | 0 | 0 |
| % of votes cast | 100% | 0% | 0% | 0% |
How each member voted (12)
| Member | Party | Vote |
|---|---|---|
| Kiley | — | Yea |
| Obernolte | — | Yea |
| Chiu | — | Yea |
| Maienschein | — | Yea |
| Holden | — | Yea |
| Gonzalez | — | Yea |
| Chau | — | Yea |
| Mark Stone | — | Yea |
| Kalra, Ash | Democratic | Yea |
| Petrie-Norris, Cottie | Democratic | Yea |
| Reyes, Eloise Gómez | Democratic | Yea |
| Gallagher, James | Republican | Yea |
Subjects
Frequently asked questions
- What does AB 795 do?
- Existing law authorizes a cemetery authority that maintains a private cemetery to place its cemetery under endowment care and to operate an endowment care fund. Existing law requires the principal of all funds for endowment care to be invested, and only the income to be used for the care of the cemetery. The term "income," for these purposes, means the distribution under either the net income distribution method or the unitrust distribution method. Existing law requires an endowment fund to be subject to a net income distribution method, and authorizes, on or after January 1, 2020, a cemetery authority to apply to the Cemetery and Funeral Bureau to convert its fund to a unitrust distribution method. The board is required to approve an application to convert a fund if certain conditions are met, including, the compensation to the trustee of the fund is limited to 0.1 % of the net fair market value of the assets as of the last trading day for each of the 3 preceding fiscal years. This bill would instead authorize a cemetery authority to convert to a unitrust distribution method on or after January 1, 2021. The bill would additionally modify the requirements to convert an endowment care fund from a net income distribution method to a unitrust distribution method by requiring the compensation of the trustee, as defined, to be reasonable and meet specified requirements based on the net fair market value, as defined, of the endowment care fund. The bill would additionally prohibit the principal and income of the trust fund of a cemetery from being seized in any proceeding by any private entity, and would limit the use of the principal and income of the trust fund if it is seized by a public entity. The bill would additionally limit the use of the principal and income of the trust fund if ownership of the cemetery authority is transferred, as specified.
- Who sponsors AB 795?
- AB 795 is sponsored by Irwin, Jacqui (Democratic).
- What is the current status of AB 795?
- This bill has been enacted into law. Introduced February 20, 2019. Enacted.
- Where can I track AB 795?
- Track AB 795 free on One Click Politics — get push/email alerts when it moves.
Make your voice heard on AB 795
Find the representatives who decide this bill and tell them where you stand — for yourself, or mobilize your whole list in one click with One Click Politics advocacy software.
Stay ahead of AB 795
Last checked for changes 2 months ago · updated continuously
One Click Politics tracks every bill in Congress and all 50 states.
Track this bill →