BILL ANALYSIS                                                                                                                                                                                                    







                      SENATE COMMITTEE ON PUBLIC SAFETY
                           Senator Gloria Romero, Chair              S
                             2007-2008 Regular Session               B

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          SB 612 (Simitian)                                           
          As Introduced February 22, 2007
          Hearing date:  March 27, 2007
          Penal Code
          JM:br



                IDENTITY THEFT - TRIAL IN COUNTY OF VICTIM'S RESIDENCE  


                                       HISTORY

          Source:  Author

          Prior Legislation: SB 1773 (Wayne) - Ch. 908, Stats. 2002
                       AB 2886 (Frommer) - Ch. 522, Stats. 2006

          Support: California District Attorneys Association; Privacy  
          Rights Clearinghouse

          Opposition:Taxpayers for Improving Public Safety


                                         KEY ISSUE
           
          SHOULD VENUE FOR AN IDENTITY THEFT TRIAL INCLUDE THE COUNTY WHERE  
          THE VICTIM RESIDES?


                                       PURPOSE

          The purpose of this bill is to provide that the venue for trial  




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          of an identity theft crime includes the county in which the  
          victim resides.
          


           Existing law  provides that any person who falsely personates  
          another person in his or her private or official capacity is  
          guilty of an alternate felony-misdemeanor.  False personation  
          generally involves subjecting the person whose identity was  
          assumed to prosecution, suit or to pay a debt.  (Pen. Code   
          529.)

           Existing law  provides that it is an alternative  
          felony-misdemeanor for a person to willfully obtain the personal  
          identifying information of another person and to use such  
          information to obtain, or attempt to obtain, credit, goods, or  
          services in the name of the other person without consent.  (Pen.  
          Code  530.5, subd. (a).)

           Existing law  defines "personal identifying information" to mean  
          name, address, mother's maiden name, place of employment, date  
          of birth, unique biometric data including fingerprint, facial  
          scan identifiers, voiceprint, retina or iris image, or other  
          unique physical representation, unique electronic data including  
          information identification number assigned to the person,  
          address or routing code, telecommunication identifying  
          information or access device, information contained in a birth  
          or death certificate, following identifying numbers: telephone,  
          health insurance, credit card, taxpayer identification, school  
          identification, state or federal driver's license, state or  
          federal identification number, social security, employee  
          identification number, professional or occupational, demand  
          deposit account, savings account, checking account, PIN or  
          password, alien registration, government passport, or any form  
          of identification that is equivalent to those listed above.   
          (Pen. Code  530.55.)

           Existing law  provides that every person who, with the intent  
          to defraud, acquires or retains possession of the personal  




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          identifying information of another person, and who has  
          previously been convicted of a violation of provisions  
          proscribing identity theft, or who, with the intent to  
          defraud, acquires or retains possession of the personal  
          identifying information of 10 or more other persons, shall be  
          punished by a fine, by imprisonment in a county jail not to  
          exceed one year, or by both a fine and imprisonment, or by  
          imprisonment in the state prison.  (Pen. Code  530.5, subd.  
          (b)(3).)

           Existing law  provides that any person who, with intent to  
          defraud, sells, transfers, or conveys the personal identifying  
          information of another person shall be punished by a fine, by  
          imprisonment in a county jail not to exceed one year, or by both  
          a fine and imprisonment, or by imprisonment in the state prison.  
           Further, any person who, with actual knowledge that the  
          personal identifying information of a specific person will be  
          used in violation of identity theft provisions who sells,  
          transfers, or conveys that personal identifying information  
          shall be punished by a fine or by both a fine and imprisonment,  
          or by imprisonment in the state prison.  (Pen. Code  530.5,  
          subd. (d).)

           Existing law  provides that a person who believes that he or she  
          is the victim of identity theft may initiate an investigation of  
          the matter by contacting the law enforcement agency with  
          jurisdiction over the person's residence or place of business.   
          The victim may then obtain information from various financial  
          entities concerning the suspected identity theft incident and  
          may further investigate the matter, as specified.  The victim  
          may petition a court for an expedited determination of his or  
          her factual innocence concerning misuse of his or her  
          identifying information.  (Pen. Code  530.6.)

           Existing law  provides that the proper (territorial)  
          jurisdiction - venue - for a crime is in a court in the  
          jurisdiction where the crime was committed.  (Pen. Code   
          777.)





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           Existing law  provides that when a crime is committed in part in  
          one county (or other jurisdictional entity) and in part in  
          another county, trial can be held in either county.  (Pen. Code  
           781.)

           Existing law  provides that multiple charges of rape, child  
          abuse, spousal abuse, sexual acts with children, or  
          stalking that involve the same defendant and victim but  
          occurred in multiple jurisdictions can be tried in any  
          jurisdiction in which one of the acts occurred.  (Pen. Code  
           784.7.)

           Existing law  provides that the trial for child abduction may  
          be held in the jurisdiction from which the child was taken,  
          the jurisdiction where the child is held, or the jurisdiction  
          where the child is found.  (Pen. Code  784.5.)

           Existing law  provides that when a person takes property in one  
          jurisdiction by burglary, carjacking, robbery, theft, or  
          embezzlement and brings the property into another jurisdiction,  
          or a person receives the property in another jurisdiction, the  
          district attorney can prosecute in any of the jurisdictions.   
          The district attorney can also prosecute in a contiguous  
          jurisdiction if the defendant is arrested in that jurisdiction,  
          the prosecution secures on the record the defendant's knowing,  
          voluntary, and intelligent waiver of the right to trial in the  
          county where the crime was committed, and the defendant is  
          charged with one or more property crimes in the arresting  
          territory.  (Pen. Code  786.)

           Existing law  provides that charges arising under the identity  
          theft law (Penal Code  530.5) can be filed in the county where  
          the theft of the personal identifying information occurred, or  
          the county where the information was used illegally.  Where  
          multiple identity theft crimes involving the same defendant and  
          the same victim occur in multiple jurisdictions, any one of  
          those jurisdictions is a proper jurisdiction for trial of all  
          charges.  (Pen. Code  786, subd. (b)(1).)





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           Existing law  provides that where multi-county identity theft  
          crimes involving the same defendants and the same victim are  
          filed in a single county, the court shall hold a hearing to  
          determine if that county is the proper place for trial, or  
          whether some charges should be "severed" and filed in another  
          county.  The prosecutor shall present evidence that the  
          prosecutors in the other counties where the crimes have occurred  
          agree to prosecution in the county where the case was filed.   
          (Pen. Code  786, subd. (b)(2).)

           This bill  provides that venue for trial of identity theft is  
          also proper in "the county in which the victim resided at the  
          time the offense was committed . . . ."

                RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION ("ROCA")  
                                    IMPLICATIONS
          
          California currently faces an extraordinary and severe prison  
          and jail overcrowding crisis.  California's prison capacity is  
          nearly exhausted as prisons today are being operated with a  
          significant level of overcrowding.<1>  In addition, California's  
          jails likewise are significantly overcrowded.  Twenty California  
          counties are operating under jail population caps.  According to  
          the State Sheriffs' Association, "counties are currently  
          releasing 18,000 pre and post-sentenced inmates every month and  
          many counties are so overcrowded they do not accept misdemeanor  
          bookings in any form . . . ."<2>  In January of this year the  
          Legislative Analyst's office summarized the trajectory of  
          California's inmate population over the last two decades:

              During the past 20 years, jail and prison  
              populations have increased significantly.  County  
              jail populations have increased by about 66  
              percent over that period, an amount that has been  
              limited by court-ordered population caps.  The  
              --------------------
          <1>  Analysis of the 2007-08 Budget Bill:  Judicial and Criminal  
          Justice, Legislative Analyst's Office (February 21, 2007).
          <2>  Memorandum from CSSA President Gary Penrod to Governor,  
          February 14, 2007.



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              prison population has grown even more dramatically  
              during that period, tripling since the  
              mid-1980s.<3>

          The level of overcrowding, and the impact of the population  
          crisis on the day-to-day prison operations, is staggering:

              As of December 31, 2006, the California Department  
              of Corrections and Rehabilitation (CDCR) was  
              estimated to have 173,100 inmates in the state  
              prison system, based on CDCR's fall 2006  
              population projections.  However, . . . the  
              department only operates or contracts for a total  
              of 156,500 permanent bed capacity (not including  
              out-of-state beds, . . . ), resulting in a  
              shortfall of about 16,600 prison beds relative to  
              the inmate population.  The most significant bed  
              shortfalls are for Level I, II, and IV inmates, as  
              well as at reception centers.  As a result of the  
              bed deficits, CDCR houses about 10 percent of the  
              inmate population in temporary beds, such as in  
              dayrooms and gyms.  In addition, many inmates are  
              housed in facilities designed for different  
              security levels.  For example, there are currently  
              about 6,000 high security (Level IV) inmates  
              housed in beds designed for Level III inmates.

              . . .  (S)ignificant overcrowding has both  
              operational and fiscal consequences.  Overcrowding  
              and the use of temporary beds create security  
              concerns, particularly for medium- and  
              high-security inmates.  Gyms and dayrooms are not  
              designed to provide security coverage as well as  
              in permanent housing units, and overcrowding can  
              contribute to inmate unrest, disturbances, and  
              assaults.  This can result in additional state  
              costs for medical treatment, workers'  

              --------------------
          <3>  California's Criminal Justice System:  A Primer.   
          Legislative Analyst's Office (January 2007).



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              compensation, and staff overtime.  In addition,  
              overcrowding can limit the ability of prisons to  
              provide rehabilitative, health care, and other  
              types of programs because prisons were not  
              designed with sufficient space to provide these  
              services to the increased population.  The  
              difficulty in providing inmate programs and  
              services is exacerbated by the use of program  
              space to house inmates.  Also, to the extent that  
              inmate unrest is caused by overcrowding,  
              rehabilitation programs and other services can be  
              disrupted by the resulting lockdowns.<4>

          As a result of numerous lawsuits, the state has entered into  
          several consent decrees agreeing to improve conditions in the  
          state's prisons.  As these cases have continued over the past  
          several years, prison conditions nonetheless have failed to  
          improve and, over the last year, the scrutiny of the federal  
          courts over California's prisons has intensified.

          In February of 2006, the federal court appointed a receiver to  
          take over the direct management and operation of the prison  
          medical health care delivery system from the state.   Motions  
          filed in December of 2006 are now pending before three federal  
          court judges in which plaintiffs are seeking a court-ordered  
          limit on the prison population pursuant to the federal Prison  
          Litigation Reform Act.  Medical, mental health and dental care  
          programs at CDCR each are "currently under varying levels of  
          federal court supervision based on court rulings that the state  
          has failed to provide inmates with adequate care as required  
          under the Eighth Amendment to the U.S. Constitution.  The courts  
          found key deficiencies in the state's correctional programs,  
          including:  (1) an inadequate number of staff to deliver health  
          care services, (2) an inadequate amount of clinical space within  
          prisons, (3) failures to follow nationally recognized health  
          care guidelines for treating inmate-patients, and (4) poor  




          ---------------------------
          <4>  Analysis 2007-08 Budget Bill, supra, fn. 1.





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          coordination between health care staff and custody staff."<5>

          This bill would appear to have ROCA implications.

                                      COMMENTS

          1.  Need for This Bill  

          According to the author:


               Senate Bill 612 allows the crime of identity theft to  
               be tried in the victim's county of residence.  The  
               bill would enable prosecution of an identity theft  
               crime in the county where the theft occurred, the  
               county in which the victim resides, or the county  
               where the information is used for an illegal purpose.

               Federal and state courts have ruled that pursuant to  
               the right of vicinage there must be a reasonable nexus  
               between the crime and the county of trial.  Current  
               law provides for multiple jurisdictional options for a  
               variety of crimes.  In the case of identity theft, the  
               impact of the crime is often felt at the victim's  
               residence, where credit card fraud, electronic theft,  
               pretexting, or other theft of intangible property must  
               be addressed.  This bill would allow local prosecutors  
               to help local victims.

               The bill does not mandate that the crime be prosecuted  
               in the county where the victim resides, but allows the  
               victim's county of residence to be considered as an  
               option for trial.  Many cases of identity theft that  
               occur in large urban areas are not prosecuted because  
               of the magnitude of other crimes in these locales.   
               Less populous counties are oftentimes much more  
               aggressive about prosecuting identity theft crimes.   
               SB 612 will allow local prosecutors more authority to  


               ----------------------
          <5>  Primer, supra fn. 4.



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               pursue these crimes.

               Seventeen states, including Florida, Illinois,  
               Washington and New York, allow identity theft cases to  
               be tried in the county of the victim's residence.

          2.  Basic Concepts:  Jurisdiction - Power of the Court to Try a  
            Case; Venue - the Place of the Trial; and Vicinage -  
            Geographic Area from which the Jury is Chosen  

          Subject Matter Jurisdiction
          
          Subject matter jurisdiction is the basic power of a court to  
          hear a case.  Under Article VI, Section 10, of the California  
          Constitution, the superior court has "original jurisdiction in  
          all causes except those given by statute to other trial  
          courts."  Subject matter jurisdiction cannot be waived or  
          conferred by the parties.  A judgment entered in a court  
          without subject matter jurisdiction is void.  (Griggs v.  
          Superior Court (1976) 16 Cal.3d 341, 344.)  Superior courts  
          have jurisdiction over felony criminal matters.  (Pen. Code   
          681.)  Thus, any superior court in the state has subject matter  
          jurisdiction over an identity theft case charged as a felony.

          Venue and Vicinage
          
          The California Supreme Court in People v. Price (2001) 25  
          Cal.4th 1046, 1054-1056<6> explained the concepts of venue  
          (territorial jurisdiction) and vicinage (area from which jury  
          pool is chosen) as applied to criminal prosecutions.

               [V]enue and vicinage are . . . distinct . . .  Venue  
               refers to the location where the trial is held,  
               whereas vicinage refers to the area from which the  
               ----------------------
          <6>  In Price, the defendant was charged with various counts of  
          murder, child abuse and child endangerment in Santa Clara County  
          and Riverside County.  The victims in both counties were the  
          same.  The cases were consolidated and heard in Riverside  
          County.  (Price v. Superior Court, supra, 25 Cal.4th 1046.)



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               jury pool is drawn.  It is possible in theory to  
               change one but not the other.

               The concepts . . . are closely related, as a jury pool  
               ordinarily is selected from the area in which the  
               trial is to be held.  The concepts have different  
               origins and purposes, however.  Venue is historically  
               significant from a national perspective because . . .  
               the pre-Revolutionary practice of transporting  
               colonists who were charged with crimes in the colonies  
               to either England or other English colonies for trial  
               was among the principal complaints of the colonists  
               against England.  Objections to that practice led to  
               the inclusion of Article III, Section 2 in the United  
               States Constitution. . . .  Most California venue  
               statutes serve a similar purpose in reducing the  
               potential burden on a defendant who might otherwise be  
               required to stand trial in a distant location that is  
               not reasonably related to the alleged criminal  
               conduct.

               . . . [T]he general rule of territorial jurisdiction  
               over felonies is . . . in Section 777:  "[E]xcept as  
               otherwise provided . . . the jurisdiction of every  
               public offense is in any competent court within the  
               jurisdictional territory of which it is committed."   
               Ordinarily the jurisdictional territory of a superior  
               court is the county in which it sits. ( 691, subd.  
               (b).)  Venue or territorial jurisdiction establishes  
               the proper place for trial, but is not an aspect of  
               the fundamental subject matter jurisdiction of the  
               court and does not affect the power of a court to try  
               a case.

               When the Legislature creates an exception to the rule  
               of Section 777, the venue statute is remedial and for  
               that reason is construed liberally to achieve the  
               legislative purpose of expanding criminal  
               jurisdiction.  (Internal citations omitted; emphasis  




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               added.)

          The court in Price further explained that the right of vicinage  
          in California is effectively limited to a requirement that there  
          be a reasonable nexus between the crime and the county of trial.  
           (Id, at 1074.)  The right to an impartial jury is a more  
          important consideration than the place from which a jury is  
          chosen.  Today, defendants often argue that jurors should know  
          nothing about a case in order to eliminate prejudice about the  
          defendant's guilt.  (Id, at 1059-1060, 1064-1065.)

          3.  Determination of Proper Venue for Trial of Multiple Counts of  
            Identify Theft Committed in Multiple Counties - SB 1773  
            (Wayne), Chapter. 908, Statutes of 2002  

          In 2002 the Legislature considered the issue of identity theft  
          crimes involving one victim occurring in multiple counties.  An  
          identity theft perpetrator could relatively easily commit crimes  
          in many countries across the state.  Such cases could give rise  
          to overlapping prosecutions, leading to numerous problems,  
          including investigation and evidence collection problems, claims  
          that the first prosecutor to file charges should have resolved  
          all charges arising out of an incident and others.  To address  
          such concerns, the applicable venue section was amended to  
          direct a court to consider whether all charges should be tried  
          in one county, or whether some charges should be severed and  
          tried in a different county.  The prosecutor in such a case is  
          directed to obtain the agreement of the district attorneys in  
          the other counties where venue would also lie.

          4.  Concerns about Identity Theft Venue Rules Proposed by This  
            Bill - Concerns with the Ability of the Parties to Obtain  
            Evidence, Travel of Witnesses, Presenting a Defense  










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          The court in Price noted that venue<7> is generally a matter of  
                                                                                       legislative policy, not constitutional imperative:   
          "Notwithstanding the general preference for local venue . . .  
          because venue for trial implicates legislative policy, not  
          constitutional imperative, the Legislature may determine the  
          venue for trial except to the extent vicinage or due process  
          provisions of the state or federal Constitution circumscribe  
          that authority."  (Price, at p. 1056.)

          Nevertheless, Price also noted that the ability of the  
          defendant to defend against identity theft charges could be  
          severely compromised if he or she could not reasonably  
          obtain evidence by due diligence:  "Most California venue  
          statutes serve a similar purpose in reducing the potential  
          burden on a defendant who might otherwise be required to  
          stand trial in a distant location that is not reasonably  
          related to the alleged criminal conduct."  (People v.  
          Price, supra, 25 Cal.4th 1046, 1056.)

          More recently, the California Supreme Court has noted:

               Venue provisions . . . serve a variety of purposes.   
               First, [v]enue in the place where the crime was  
               committed promotes the convenience of both parties in  
               obtaining evidence and securing the presence of  
               witnesses.  [Citation.]  Second, from the perspective  
               of a defendant, statutory enactments that provide for  
               trial in a county that bears a reasonable relationship  
               to an alleged criminal offense also operate as a  
               restriction on the discretion of the prosecution to  
               file charges in any locale within the state that it  
               ----------------------
          <7>  It appears that the author's statement dismisses any  
          concerns about trial in a county far removed from the place  
          where the crime occurred by noting that the right of "vicinage"  
          only requires "some reasonable nexus between the trial and the  
          place where the crime occurred."  That statement may be true as  
          far as it goes.  However, vicinage only refers to the place from  
          which the jury pool is drawn.  "Venue" specifically refers to  
          the place of trial.  (People v. Price, supra, 25 Cal.4th at 1054



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               chooses, an option that, if available, would provide  
               the prosecution with the considerable power to choose  
               a setting that, for whatever reason, the prosecution  
               views as favorable to its position or hostile or  
               burdensome to the defendant's.  . . .  The principal  
               justification today for the venue requirement of trial  
               in the vicinity of the crime is to "safeguard against  
               the unfairness and hardship involved when an accused  
               is prosecuted in a remote place.  [Citations.]   
               Finally, venue provisions also serve to protect the  
               interests of the community in which a crime or related  
               activity occurs, vindicat[ing] the community's right  
               to sit in judgment on crimes committed within its  
               territory.  (People v. Posey (2004) 32 Cal.4th 193,  
               210, citations omitted, internal quotation marks  
               omitted, emphasis added.)

          For example, a defendant held for trial in San Diego may have  
          great difficulty obtaining evidence from Sacramento establishing  
          that another person obtained and improperly used the identifying  
          information of the victim to obtain large quantities of goods  
          and numerous services in Sacramento and other northern  
          California counties.  If a defendant is denied due process  
          because he or she was unable to properly present a defense, the  
          prosecution would be reversed and scarce state resources wasted.


















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          The court in Posey also recognized the substantial interests of  
          the convenience of the parties and witnesses, and the need for  
          obtaining important evidence.  In this regard it should be noted  
          that in theft cases the victim may only testify for a few  
          minutes.  The evidence may be found in a county hundreds of  
          miles from the residence of the victim.  The defendant may be  
          transported these hundreds of miles and be held in jail during  
          the trial.  Due process could be compromised in such  
          circumstances.  Arguably, a court should review whether or not  
          the county of the victim's residence is the proper place for  
          trial in any particular case.

          The author may wish to consider amending the bill to direct a  
          court, where a charge of identity theft is filed in the county  
          where the victim resides, to determine whether that county is  
          the proper place for trial.  The court could consider the extent  
          of testimony expected to be given by the victim, the county of  
          residence of other witnesses, the location of the evidence and  
          the ability of the defendant to present an effective defense.   
          Such a provision would address the concerns about venue noted in  
          relevant California Supreme Court cases.

          A suggested amendment is as follows:

               Where the prosecutor files charges under Section 530.5  
               in the county in which the victim resided at the time  
               the offense was committed, and no other basis for  
               jurisdiction applies, the court shall hold a hearing  
               to determine whether the county of the victim's  
               residence is the proper county for trial of the case.   
               In ruling on the matter, the court shall consider the  
               rights of the parties, the access of the parties to  
               evidence, the convenience to witnesses and the  
               interests of justice.

          WHERE THE PROSECUTION FILES AN IDENTITY THEFT COMPLAINT IN THE  
          COUNTY OF THE VICTIM'S RESIDENCE, AND NO OTHER BASIS FOR VENUE  
          IN THAT COUNTY APPLIES, SHOULD THE COURT BE REQUIRED TO  
          DETERMINE IF THAT COUNTY, RATHER THAN THE COUNTY WHERE  




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          SUBSTANTIAL EVIDENCE CONCERNING THE CHARGES IS LOCATED, SHOULD  
          BE THE COUNTY OF PROSECUTION?

          5.  Contrast between This Bill and a Change of Venue Motion, which  
            Applies where the Defendant Can Show that He or She Could Not  
            Receive a Fair Trial Because of Jury Bias  

          A change of venue motion is made where the defendant argues that  
          he or she cannot receive a fair trial in a county in which venue  
          would otherwise be proper.  (4 Witkin & Epstein, Cal. Crim. Law,  
          Juris. & Venue,  65.)  A so-called change of venue motion  
          essentially requests a change in vicinage - the place from which  
          the jury is drawn.  Typically, the defendant argues that  
          pre-trial publicity renders the entire jury panel overly  
          prejudiced.  A recent example is the Scott Peterson trial.   
          Peterson was convicted of killing his wife and near-term unborn  
          child.  The court in the Peterson case found that Peterson could  
          not likely receive a fair trial in the county where the crime  
          occurred (Stanislaus County) and the trial was moved to San  
          Mateo County.  This bill does not substantially involve issues  
          arising in change of venue motions.  This bill concerns the  
          proper county, per se, for trial of an identity theft case.



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