Department of Developmental Services v. Ladd

224 Cal. App. 3d 128, 273 Cal. Rptr. 485, 1990 Cal. App. LEXIS 1041
CourtCalifornia Court of Appeal
DecidedSeptember 27, 1990
DocketA046065
StatusPublished
Cited by8 cases

This text of 224 Cal. App. 3d 128 (Department of Developmental Services v. Ladd) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Department of Developmental Services v. Ladd, 224 Cal. App. 3d 128, 273 Cal. Rptr. 485, 1990 Cal. App. LEXIS 1041 (Cal. Ct. App. 1990).

Opinions

Opinion

ANDERSON, P. J.

In this declaratory relief action the parties ask whether the state may constitutionally charge a state hospital patient for the cost of the patient’s institutional care, support and maintenance following com[132]*132mitment pursuant to Penal Code section 1026.1 At issue is the fairness and rationality of a statutory scheme which does not separate out protective costs from other costs of institutional care, and which holds certain groups of patients liable for their care while exempting others. Pursuant to this statutory scheme the trial court declared the state was entitled to reimbursement for the costs of support for a mental inmate who was involuntarily confined subsequent to being found not guilty by reason of insanity for the killing of her two sons. (Her estate consisted chiefly of her inheritance from her sons.) We conclude that the legislation does not violate state or federal equal protection principles and affirm.

I. Background

In 1975 Gloria Beale Ladd killed her two teenage sons. After finding that she was insane at the time of the killings and had not recovered her sanity, the court rendered judgment committing her to Patton State Hospital for treatment. The state later transferred Ladd to Napa State Hospital, her present placement.

Several years later this court held that former Probate Code section 258, which prohibited a person who unlawfully and intentionally caused the death of a decedent from succeeding to any portion of the decedent’s estate, did not bar Ladd from inheriting her sons’ estates. (Estate of Ladd (1979) 91 Cal.App.3d 219 [153 Cal.Rptr. 888].) The superior court then appointed appellant David Plank as trustee of a blocked account which presently holds approximately $100,000.

In 1984 the Department of Developmental Services (Department) filed a complaint seeking to recoup from the account funds expended for Ladd’s care, support and maintenance in the state institutions. In its third amended complaint the Department abandoned its demand for immediate payment and asked for declaratory judgment on the constitutionality of Welfare and Institutions Code2 section 7275 insofar as it holds a patient committed to a state hospital pursuant to Penal Code section 1026 responsible for the costs of his or her institutional care, support and maintenance. The court entered judgment declaring section 7275 constitutional to that extent.

[133]*133II. Discussion

Appellants, assisted by the briefing of amicus curiae Mental Health Advocacy Services, attack section 7275 on two grounds. First, they claim that under California Supreme Court authority, no one class of individuals may be taxed with institutional costs associated with the protection of society, and section 7275 does not separate out these impermissible costs from other care and maintenance expenses. Second, they assert that the law arbitrarily imposes a special financial burden—namely, the cost of institutional care and treatment—on the class of persons found not guilty by reason of insanity and committed to mental institutions. Since, they argue, the law does not require the similarly situated class of inmates committed to state prison who are later transferred to state hospitals to shoulder the cost of care and treatment, section 7275 cannot withstand equal protection scrutiny. We hold there is no constitutional impediment to charging Penal Code section 1026 patients for their own care, and further resolve there is a rational basis for treating these patients differently from their convicted, then transferred, fellow patients.

A. Charging Patients for Institutional Care

In finding section 72753 constitutional, the trial court explained: “The constitutionality of Welfare and Institutions Code section 7275 has been previously ruled upon by this court insofar as it provides for patient liability. See Guardianship of Gridley (1973) 32 CA 3d 1053 at 1057-58 for a summary of the interpretations of the law.” Gridley involved an appeal from a judgment ordering the patient’s guardian to pay a specified sum from the assets of the patient’s estate for her care at Napa State Hospital. He attacked the proceedings on the basis that he was denied a hearing on the reasonableness of the charges.

In resolving the appeal, the court alluded to the relevant law concerning patient liability: “So far as is material here, the law provides that the estate of a patient in a state hospital for the mentally disordered shall be liable for [134]*134his care, support and maintenance in the state institution of which he is a patient. [Citations.] In Guardianship of Hicks . . . the court stated, ‘The liability of the estate of the incompetent for the charges made for her care at the state hospital is a statutory one and is unconditional .... When the Supreme Court, in Department of Mental Hygiene v. Kirchner [1964] 60 Cal.2d 716 . . . decided that the statutes imposing liability for cost of care of an incompetent upon certain relatives are unconstitutional, it made a distinction, as it had in Department of Mental Hygiene v. Hawley [1963] 59 Cal.2d 247 ... of the liability of relatives from liability of the estate, and did not overrule the McGilvery case insofar as the latter held the estate liability to be unconditional ....’” (Guardianship of Gridley (1973) 32 Cal.App.3d 1053, 1057-1058 [108 Cal.Rptr. 200].)

Appellants insist that the lower court’s exclusive reliance on Gridley ignored the “protection of society” arguments which they advanced, and is not a valid summary of the law in light of the recent California Supreme Court opinions in In re Jerald C. (1984) 36 Cal.3d 1[201 Cal.Rptr. 342, 678 P.2d 917], and County of San Mateo v. Dell J. (1988) 46 Cal.3d 1236 [252 Cal.Rptr. 478, 762 P.2d 1202], They claim Gridley is “outdated authority” for distinguishing between estates of patients committed under Penal Code section 1026 and their relatives.

We begin our review by examining the rationale of Hawley and Kirchner, and then move on to discuss the more recent holdings in Jerald C. and Dell J.

(1) Hawley, Kirchner and Progeny

Over the years the courts have whittled away at the liability designated under section 7275. As applied to relatives of a defendant charged with a crime but deemed not competent to stand trial, our Supreme Court has said such relatives are not liable for the costs of support and maintenance while the accused is detained at a state hospital for treatment pursuant to Penal Code section 1368 et seq. (Department of Mental Hygiene v. Hawley (1963) 59 Cal.2d 247, 251 [28 Cal.Rptr. 718, 379 P.2d 22].)

The court reasoned that a person committed to a state hospital under either Penal Code section 1026 or section 1368 et seq. “is held for the primary purpose of protection of the public in the course of administration of laws prohibiting crime.” (Department of Mental Hygiene v. Hawley, supra, 59 Cal.2d at p.

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Department of Developmental Services v. Ladd
224 Cal. App. 3d 128 (California Court of Appeal, 1990)

Cite This Page — Counsel Stack

Bluebook (online)
224 Cal. App. 3d 128, 273 Cal. Rptr. 485, 1990 Cal. App. LEXIS 1041, Counsel Stack Legal Research, https://law.counselstack.com/opinion/department-of-developmental-services-v-ladd-calctapp-1990.