Recent Developments

This is where we'll announce some recent changes in the law affecting Californians. We provide a summary of some recent legislation and cases involving family law, estate planning, and related topics. In some cases there is a link to the full court opinion.

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New decision re: one-parent move-aways

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Paternity presumption not always binding.

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Liability of physician who won't follow instruction to end life.

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Modifying a custody order based on changes that a child experiences as they grow older

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Congress has passed new tax legislation which has a significant impact on both estate planning and family law. For a summary of these changes, click here.

bullet Support amount and overtime and bonus pay - new case
bullet New rules for moving a child out of state
bullet Unmarried couples' right to inherit from each other
bullet Child Support - No credit for helping parents
bullet When is a father not THE father?
bullet Another Father Who Isn't THE Father  
bullet Separate Property Contributions and Reimbursement  

This page was last updated July 05, 2005


Paternity Presumption Overturned

A case issued by the California Court of Appeal on 1-28-2000 has introduced new confusion and uncertainty into certain paternity cases.  California law says that if a child is born to a married couple while they are cohabitating and if he is not impotent or  sterile, that the husband is conclusively presumed to be the father of the child.  Under this law, Family Code section 7540, even if you could prove that another man is the father, the court cannot do anything but find that the husband, not the biological father, is the legal "father."

In Brian C. v. Ginger K., the court has held that the U.S. Constitution prevents the state from apply this conclusive presumption law when the child has lived with and known no other father but the biological father.  Hence, Brian, who lived with the child and the mother for several years as the child's father, is the legal father as well.

Right to Die Case

A case issued by the California Court of Appeal on June 3, 1999 provides new incentive to the use of a Natural Death Act Declaration, also known as a Directive to Physicians.   Durate v. Chino Community Hospital (1999) No. E020473.

In this case Mrs. Duarte suffered a severe injury in a car crash and the doctors told her family she would never recover the ability to think and function as a human being.   Her family instructed the doctors to terminate her life support.  The doctors and hospital refused.  Mrs. Duarte died and the family sued the doctors for negligence in not following their instruction to terminate life support.

The court held that under California law, a doctor is immune from liability for failing to follow the instructions of a holder of a durable power of attorney for health care to terminate life support.  Likewise, a person who gives such an instruction without benefit of such a power of attorney cannot sue a doctor who refuses to follow the instruction as well. 

In this case, Mrs. Duarte had executed neither a power of attorney nor a Natural Death Act Directive.  The Court pointed out that if she had signed such a directive, the doctors would have been liable for failing to follow the directive unless they had a good faith belief they were obeying the law and her instructions.  To the contrary, under the health care power of attorney laws, they were immune from liability for failing to follow the instruction regardless what they believed.

Moral of the story:  If you do not want life support in these circumstances, make certain you execute a Natural Death Act Directive even if you have a Health Care Power of Attorney as well.  For more on this, see our Health Care page.

Child Custody and Growing Child

The California Court of Appeal recently held that a custody/visitation plan cannot be changed to accommodate a child's developmental needs. Marriage of Congdon, 82 Cal. Rptr. 686 (1999)(Unfortunately, we do not have the full opinion online at this time).

The facts in this case were that a couple shared custody jointly and the mother wanted to move to be closer to work.  This, plus a change in the schedules of the children as they matured, were the basis of a request by mother to change the complex visitation schedule.  Unfortunately, mother did not give the court facts on which it could find that there were changed circumstances sufficient to grant her request.

The court concluded that it could not change the original order merely because the children had gone from age 3 to age 8. It required a showing of how that fact presented a change in circumstances that made the original schedule not in the child's best interests.

It is difficult to say how much importance to give to this opinion of the Court.   The facts in this case were somewhat unusual.  There is a conflicting opinion of another court to the effect that where there is a joint, co-parenting plan, no changed circumstances need be shown.  That case is Marriage of Birnbaum, 211 Cal.App.3d 1508 (1989).

As with any situation, your facts deserve the individual attention of an attorney and we urge you to seek legal counsel if you have circumstances like these.


Overtime included in computing support amount

The California Supreme Court has modified its position regarding whether overtime and bonus pay are to be included in figuring income for purposes of support.

Previously, the Court had held that a parent could not be expected to continue working overtime and/or getting bonuses and therefore such income amounts should be excluded when figuring the amount of income to be used in computing child or spousal support.

The reasoning was that the courts should not force people to work more than a normal work day.  Often one parent had been working excessive hours in a vain attempt to cover the increased cost of a two household situation after separation.  This is especially common after a divorce, when a parent finds that after paying support, he or she does not have enough to live on.  They work around this by adding hours and sometimes a second job.

With this ruling, the court has said that if the parent does this, the additional hours can, in effect, be forced upon the parent because the income will now be included when figuring the amount of support.

The overworked parent can refute this by showing that the extra hours are no longer available.  But if the parent voluntarily decreases their hours to a normal level, the court can "impute" the extra income to them as though they were earning it and base the support on the higher level of income, whether actually earned or not.

This is a disturbing decision which indicates once again that California's family laws are having a difficult time keeping in touch with reality.

For the full text of this case, click on Andrade.


Custodial parent moving out of the area

(Click for full text of case)

In a long awaited decision, the California Supreme Court has changed the rules for when a custodial parent may change the residence of minor children after a divorce. The case, Marriage of Burgess, now permits the custodial parent to move to a new location, even when that is inconvenient for the non-custodial parent, so long as it is in the best interests of the child(ren). Previously, the custodial parent had to prove that the move was necessary and not just convenient. In practical terms, where the children reside with one of the parents, and that parent has an opportunity to get a better job in another city or state, it will be difficult for the non-custodial parent to block the move or change custody because of it.

In fact, the burden is now on the non-custodial parent to prove that the move is not in the best interests of the child(ren) before a court can either change custody or block the move, except where there has been joint physical custody. In such cases, the party seeking to move will have the burden of proof.

While the Court did not have before it the issue of whether the parties can restrict the right to move away in a written marital settlement agreement, it would seem that this factor might make a difference.

The argument would be that if the parties enter into an agreement regarding custody and visitation, including a restriction on move-aways, a subsequent move would, in itself, provide the grounds for a request to change custody.

It is unknown, however, whether the Court would give much weight to this restriction, since the standard for its decision will remain the "best interests of the child". The Court in Burgess gives great significance to the "stable and emotional ties" of the child in preserving custody with the same parent, even when a move occurs.

If you are either contemplating a move or are faced with a situation where the other parent is contemplating a move, we would be happy to discuss your options with you. At the very minimum, such a move will require a change in visitation arrangements and it will often be the case that the additional cost of visitation may be assigned to the moving parent.


Unmarried couple's right to inherit

In a new case, the California Court of Appeal has held that under certain circumstances, an unmarried partner, not named in the deceased's Will, may have rights to inherit from the deceased.
The case of Gladys Byrne v. Charon Laura, decided February 18, 1997, charts new ground in this regard.  Ms. Byrne (Flo) lived with the deceased, Skip, for 5 years and held themselves out to be man and wife. When they moved in together, they commingled their furnishings, purchased new items together, and opened a joint bank account.

Skip told Flo when she moved into his house that it "was our home, and anything I have is yours." She told him that "everything I have is yours." Skip promised Flo that he would take care of her for the rest of her life in exchange for her services as homemaker. He told this to friends and relatives as well. Flo worked for a while and contributed all her earnings to the household and Skip paid for her living expenses, including her credit card and spending money. He made her the beneficiary of his retirement benefits. Skip retired one year prior to his death.

They decided not to marry because of economic reasons, although Skip had planned to surprise Flo with a wedding on a trip that was interrupted by his death. He repeatedly said that he was going to put everything into joint ownership, but was a procrastinator and never did so.He left an estate worth $1.2 million and a will made prior to meeting Flo leaving everything to relatives, all of whom predeceased Skip.

Flo contended she was entitled to inherit his estate.

The Court held:

  1. Flo had a right to enforce the promise to support her for the rest of her life against Skip's estate
  2. Flo could enforce the verbal agreement whereby Skip promised to put her name on the title to all his property in exchange for her services as homemaker
  3. Flo had the right to effectively seize the assets of the estate and use them to satisfy her claims.

Under the right conditions, it is possible to "get married" without getting married.  Flo got the best of both worlds -- she got Medicare benefits as an unmarried woman and inheritance rights as a married woman.  But beware! This outcome might not be the same if you aren't Flo. She presented to the Court a very sympathetic situation which made it easy to rule for her.  What the outcome would have been for two gay lovers is anyone's guess.


NO CREDIT FOR HELPING PARENTS

A recent case has held that, when figuring how much is available for child support, the Court will not give credit for support the parent is giving to his own parents. 

The mother sought to increase child support. The father argued that he should get a special "Hardship" reduction based upon amounts the father paid for his mother's living expenses, without which she would be destitute.

The Court did point out that it might have a different opinion had the father not been able to afford both an increase in child support and payments to his mother.  It might consider such a situation a "special circumstance" which gives the court additional discretion.


WHEN IS A FATHER NOT A FATHER?

A recent Orange county case has caused quite a stir in Family Law circles. John had raised two children as his own for several years. The couple parted and during the divorce, Jane tells John he isn't the father of the children. John asks that he be let out from any child support obligation.

The Court orders a blood test.  Jane was right, he wasn't the father. The Court said that because of the blood test, it would not apply the presumption that John was the father (applied to all children born during a marriage). Instead, it would follow the blood test results and John had no rights nor obligations with regard to the kids. Expect to see more litigation on this point.


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Another Father Isn't THE Father

Seems to be a theme here.  The California Supreme Court has held that where a man fathers a child but the mother is married to another man, the father has no parental rights even when he wants to pay support and establish a relationship.

Citing California statutes (California Family code Section 7600) regarding presumptions about paternity, the Court held that because the mother was married, the actual father has no rights and the man to whom the mother is married is the legal father, with all the rights and responsibilities connected with that status.

The Court further held that the legislature had placed a higher value on family stability (the mother and non-father father, who had accepted the child into the family) than on protecting the rights of the father.

We have some doubt that the same outcome would arise in a case where the non-father refused to pay child support after a divorce and the court was faced with a willing payor in the person of the actual father.  We shall see, however.

Dawn v. Superior Court, Sup. Crt. No. S 060966.

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Separate Property Contributions to Community -- Reimbursement

Another new case from the California Supreme Court has held that a spouse's reimbursement right for a separate property contribution to community property carries through to other property purchased with the proceeds from the original property.

Hence, if A owns a house prior to his marriage to B, and during the marriage they use community funds to pay off the mortgage on A's house, the community is entitled to be reimbursed for it's funds used for the benefit of A's property.   Further, if A sells his house and uses the proceeds to buy house 2, the right of reimbursement attaches to that house as well.

The facts in this case were much more complex, but this is the gist of the ruling. Marriage of Walrath, Sup. Crt. No. S 059170.

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