BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                            Adam B. Schiff, Chairman
                           1999-2000 Regular Session


          AB 2804                                                A
          Author:  Assemblymember Papan                          B
          As Amended May 4, 2000
          Hearing Date:  June 20, 2000                           2
          Evidence Code                                          8
          GWW:cjt                                                0
                                                                 4

                                     SUBJECT
                                         
               Admissibility of Evidence:  Statements of Apology

                                   DESCRIPTION  

          This bill would make portions of a statement, writing or  
          benevolent gesture expressing sympathy to a person involved  
          in an accident, or to the person's family, inadmissible as  
          evidence of liability in a civil action.  However, a  
          statement of fault, which is part of or in addition to any  
          benevolent statement, writing or gesture, would not be  
          inadmissible.

                                    BACKGROUND  

          Some legal commentators have recently opined that an  
          apology is underrated and underused as a tool in legal  
          settings.  For example, the author of a recent December  
          1999 ABA Journal article on the issue states that an  
          apology "is too often overlooked as a means for helping to  
          resolve disputes, for serving as a lubricant to advance  
          settlement talks, and for contributing to a solution that  
          looks to the client's needs," and that "despite the  
          distinctly human need to convey and receive expressions of  
          regret and contrition, there are legal considerations,  
          including the concern that an apology may be tantamount to  
          an admission of guilt or liability."  (Steven Keeva, "Does  
          Law Mean Never Having to Say You're Sorry?"  ABA Journal at  
          pp. 64-65 (Dec. 1999).)
           
          At least two states have adopted statutes that bar the  
                                                                 
          (more)



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          admissibility of "benevolent gestures" or communications  
          that expresses sympathy in connection with accident-related  
          injuries.  Massachusetts law, upon which this bill is  
          modeled, provides that: "Statements, writings or benevolent  
          gestures expressing sympathy or a general sense of  
          benevolence relating to the pain, suffering or death of a  
          person involved in an accident and made to such person or  
          to the family of such person shall be inadmissible as  
          evidence of an admission of liability in a civil action.   
          (Mass. Annotated Laws, Ch. 233, Section 23D (Lexis 1999).)   

          Texas also recently enacted a statute providing that "[a]  
          court in a civil action may not admit a communication that  
          expresses sympathy or a general sense of benevolence  
          relating to the pain, suffering, or death of an individual  
          involved in an accident."  (Texas Civil Practice and  
          Remedies Code Section 18.061 (West 2000).)   Texas,  
          however, also provides that "a communication, including an  
          excited utterance ?, which also includes a statement or  
          statements concerning negligence or culpable conduct  
          pertaining to an accident or event, is admissible to prove  
          liability of the communicator.      

          In the courts, the Vermont Supreme Court has held in a  
          medical malpractice case that an apology by a physician for  
          an "inadequate" operation is not an admission of liability.  
           (Phinney v. Vinson (1992) 605 A.2d 849.)  That court  
          similarly held that an apology for a serious mistake made  
          during surgery does not establish an element of a  
          malpractice claim.  (Senesac v. Associates in Obstetrics  
          and Gynecology (1982) 449 A.2d 900.) 

          The Georgia Supreme Court has also held that evidence of  
          activity constituting a voluntary offer of assistance made  
          on the impulse of benevolence or sympathy should be  
          encouraged and should not be considered an admission of  
          liability.  (Deese v. Carroll City  County Hospital (1992)  
          416 S.E.2d 127.)
           
                             CHANGES TO EXISTING LAW
          
          Existing law  makes a declaration against interest  
          admissible as an              exception to the hearsay  
          rule.  (Evidence Code Section 1230.) It also provides for  
          the inadmissibility of certain evidence as a matter of  
                                                                       




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          public policy.  (Evidence Code Section 900 et seq.)
           
           This bill  would make a statement of apology or other  
          benevolent gesture to a person harmed in an accident  
          inadmissible as evidence of the declarant's liability in a  
          civil action.  Specifically, the bill would provide that  
          the portion of statements, writings, or benevolent gestures  
          expressing sympathy or a general sense of benevolence  
          relating to the pain, suffering, or death of a person  
          involved in an accident and made to that person or the  
          person's family shall not be  admissible as evidence of an  
          admission of liability in a civil action.  However, a   
          statement of fault which is part of, or in addition to, any  
          of the above is not made inadmissible by this bill.
           
                                     COMMENT
           
          1.  Genesis of proposal
           
            The author introduced this bill in an attempt to reduce  
            lawsuits and encourage settlements by encouraging the use  
            of apologies in connection with accident-related injuries  
            or death.  The bill's sponsor, Judge Quentin Kopp, offers  
            the following statement in support of the measure:

               Assembly Bill 2804 adds a section to the Evidence Code  
               rendering written, oral, or physical expressions of  
               sympathy or gestures in the form of an apology  
               inadmissible in a trial or an action arising from an  
               accident.  Presently, apologies and similar  
               expressions are admissible as purported exceptions to  
               the hearsay rule in a trial by court or jury.   
               Commentators and scholars and now courts and  
               legislatures have observed that many lawsuits,  
               although unquantifiable, result from anger which, in  
               turn, results from a failure of another party to  
               express regret or sympathy.  Lawyers and insurers  
               regularly advise parties to accidents not to express  
               regret or convey an apology or statement of  
               compassion, commiseration or contrition for fear it  
               will be used against the parties and thereby cause  
               them financial harm.
              
               As Judge William Schma of Kalamazoo County (Michigan)  
               Circuit Court has observed, the issue of expressing  
                                                                       




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               sorrow or apology represents a defect in a system  
               overemphasizing adversarial relationships.  Professor  
               Jonathan Cohen of the University of Florida, College  
               of Law, states that 30 percent of plaintiffs claim no  
               suit would have occurred if a medical doctor in a  
               medical malpractice context had apologized.
              
               The California Evidence Code manifestly discourages  
               the human tendency to apologize or express regret over  
               an incident caused by negligence.  Yet, apologies  
               reduce the anger of those who otherwise would sue from  
               anger. 

               AB 2804 permits humane, natural sentiments to be  
               uttered by human beings without fear of use against  
               them in litigation.  It resembles a 1986 Massachusetts  
               law and a 1999 Texas law, as well as Vermont Supreme  
               Court and Georgia Supreme Court case law.  It promotes  
               calming rather than disputatiousness by distinguishing  
               between utterances and gestures of sympathy on the one  
               hand, and admissions of fault on the other hand.  

            When introduced, AB 2804 was identical to the  
            Massachusetts law.  However, it has since been amended to  
            provide that only those portions of statements containing  
            the apology would be rendered inadmissible, and further  
            that a  statement of fault which is part of or in  
            addition to any benevolent statement, writing or gesture  
            would not be made inadmissible by this bill.
              
            The analysis of the Assembly Judiciary Committee offers a  
            hypothetical example provided by the sponsor to assist in  
            understanding the parameters of the bill's proposed new  
            evidence rule:  "An accident occurs and one driver says  
            to the other:  'I'm sorry you were hurt, the accident was  
            all my fault.'  -or-   'I'm sorry you were hurt, I was  
            using my cell phone and just didn't see you coming.'   
            Under the bill, only the portions of the statements  
            containing the apology would be inadmissible; any other  
            expression acknowledging or implying fault would continue  
            to be admissible, consistent with present evidentiary  
            standards."

          2.  Possible need for clarifying amendment:  another  
            illustrative example
                                                                       




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             Take, for example, three statements.  Statement A:  "I'm  
            sorry."  Statement B:  "It's my fault."  Statement C:   
            "I'm sorry. It's my fault."

            Under AB 2804, Statement A would be inadmissible.   
            Statement B would remain admissible.  The "I'm sorry"  
            part of Statement C would be inadmissible while the "It's  
            my fault" part would be admissible.

            From a public policy standpoint, it is uncertain why, in  
            the Statement C example, the statement of apology should  
            be inadmissible as a matter of law.  In this context,  
            where the concurrent statement of guilt is and remains  
            admissible, a concurrent statement of apology does not  
            add to the establishment of guilt.  Moreover, its  
            inadmissibility may place the defendant in a more  
            unfavorable light.  A jury will hear only the  
            contemporaneous admission of guilt, "It's my fault," but  
            would be barred from knowing that the defendant also  
            apologized in the same breath.  Hence, it is conceivable  
            that some jurors may think the defendant particularly  
            mean-spirited to admit guilt but not apologize, and  
            therefore be subliminally prejudiced against the  
            defendant.   

            A defendant could also conceivably argue, in the context  
            of the above situation, that inadmissibility of the  
            apology deprives him of a fair trial, that a  
            contemporaneous expression of regret along with an  
            admission of guilt may be evidence that the defendant's  
            actions were accidental, and not malicious -- which will  
            have a bearing if punitive damages are being sought.  

            Thus, while the main thrust of AB 2804 would promote a  
            basic fairness in evidentiary law, the bill's treatment  
            of the Statement C situation may have unforeseen  
            consequences that could be unfair to a defendant who may  
            want that concurrent statement of apology to be  
            admissible to show the entire context of his words.      

            AB 2804 would provide that statements of apology (lines 8  
            and 9) "shall be inadmissible as evidence of an admission  
            of liability in a civil action," so that a defendant  
            could conceivably argue that the apology part is being  
                                                                       




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            admitted to show context, and not liability.  However, it  
            would be his burden to show the evidentiary basis for the  
            admissibility, a burden that could be made more difficult  
            by this bill's express policy of inadmissibility.   
            Indeed, if such a motion were made, the plaintiff could  
            use the Assembly Committee's  analysis to show the  
            Legislature's intent that the apology part of a Statement  
            C statement would be inadmissible.   

            The sponsor has opined that a court could admit the  
            apology part of the statement in the court's discretion  
            as relevant evidence, and that this Senate Committee  
            analysis, by so stating the sponsor's intent, could be  
            used to express legislative intent in that regard.   
            However, a plaintiff's counsel could argue to the Law and  
            Motion judge that the statute on its face clearly  
            provides for inadmissibility and that, therefore, resort  
            to secondary materials to devine legislative intent is  
            neither necessary nor appropriate.  Whether the judge  
            would rule in the plaintiff's favor can only be guessed  
            at.  What does seem more certain is that the point will  
            be litigated by parties seeking advantage. 

            Thus, the author may wish to consider a clarifying  
            amendment to avoid the likely litigation and to provide  
            clear guidance for the courts.  

            SHOULD THE BILL BE CLARIFIED TO NOT PRECLUDE THE  
            ADMISSIBILITY OF A STATEMENT OF APOLOGY MADE CONCURRENTLY  
            WITH A STATEMENT ADMITTING LIABILITY, FOR THE PURPOSE OF  
            SHOWING THE CONTEXT OF THE LIABILITY-ADMITTING STATEMENT?  
             

             Possible language:  (added to end of subdivision (a) on  
            page 2, line 11):

            A statement, writing, or benevolent gesture expressing  
            sympathy or a general sense of benevolence, as provided  
            in this section, that is made concurrently with a  
            spontaneous or excited utterance including a statement or  
            statements concerning negligence or liability of  
            pertaining to an accident or event, which portions of the  
            statement or statements have been or will be admitted  
            into evidence, is not made inadmissible by this section  
            to show the full state of mind of the communicator when  
                                                                       




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            making the statement.  

          3.  Proposed definitions

             This bill would define "accident" to mean "an occurrence  
            resulting in injury or death to one or more persons which  
            is not the result of willful action by a party " It would  
            define "benevolent gestures" to mean "actions which  
            convey a sense of compassion or commiseration emanating  
            from human impulses."
           

          Support: San Francisco Chronicle; Civil Justice Association  
          of California 

          Opposition: None Known
                                     HISTORY
           
          Source: Judge Quentin Kopp, San Mateo County Superior Court

          Related Pending Legislation: None Known

          Prior Legislation: None Known

          Prior Vote: Assembly Floor Vote:  75 - 0 
          
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