California 2021 2021-2022 Regular Session

California Senate Bill SB329 Amended / Bill

Filed 02/26/2021

                    Amended IN  Senate  February 26, 2021 CALIFORNIA LEGISLATURE 20212022 REGULAR SESSION Senate Bill No. 329Introduced by Senator JonesFebruary 05, 2021 An act to amend Section 425.17 of the Code of Civil Procedure, and to add Section 21316 to the Probate Code, relating to wills and trusts. LEGISLATIVE COUNSEL'S DIGESTSB 329, as amended, Jones. Wills and trusts: no contest clauses.Existing law, in relation to wills, trusts, and other instruments, regulates no contest clauses, which are provisions in otherwise valid instruments that, if enforced, penalize beneficiaries if the beneficiaries file a contest with the court. Existing law specifies that a no contest clause will be enforced only against the following types of contests: a direct contest, as defined, that is brought without probable cause, a pleading to challenge a transfer of property on the grounds that it was not the transferors property at the time of transfer, and the filing of a creditors claim or prosecution of an action based on it.This bill would provide that a person who received notice of the contest in the contest proceeding, or the contestant, may require a person who has notice of a contest and wishes to enforce a no contest clause to file a pleading alleging that a party violated a to enforce the no contest clause by the later of 120 days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest, or 60 days after the date of the setting of such the evidentiary hearing or trial. The bill would provide that where possible, and subject to the courts discretion as to the order of proof, the contest and the proceeding alleging the violation of to enforce a no contest clause should be adjudicated in the same evidentiary hearing or trial.Existing law provides that a cause of action against a person arising from any act of that person in furtherance of the persons right of petition or free speech in connection with a public issue, as specified, shall be subject to a special motion to strike, also known as an anti-strategic lawsuit against public participation (anti-SLAPP) motion, unless the court determines there is a probability that the plaintiff will prevail on the claim. Existing law specifies additional requirements for the courts adjudication of an anti-SLAPP motion. Existing law exempts from these anti-SLAPP provisions any action brought solely in the public interest or on behalf of the general public, under specified conditions, and any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, as further specified.This bill would also exempt from the anti-SLAPP provisions an action to enforce a no contest clause in a will, trust, or other instrument, Digest Key Vote: MAJORITY  Appropriation: NO  Fiscal Committee: NO  Local Program: NO Bill TextThe people of the State of California do enact as follows:SECTION 1. Section 425.17 of the Code of Civil Procedure is amended to read:425.17. (a) The Legislature finds and declares that there has been a disturbing abuse of Section 425.16, the California Anti-SLAPP Law, which has undermined the exercise of the constitutional rights of freedom of speech and petition for the redress of grievances, contrary to the purpose and intent of Section 425.16. The Legislature finds and declares that it is in the public interest to encourage continued participation in matters of public significance, and that this participation should not be chilled through abuse of the judicial process or Section 425.16.(b) Section 425.16 does not apply to any action brought solely in the public interest or on behalf of the general public if all of the following conditions exist:(1) The plaintiff does not seek any relief greater than or different from the relief sought for the general public or a class of which the plaintiff is a member. A claim for attorneys fees, costs, or penalties does not constitute greater or different relief for purposes of this subdivision.(2) The action, if successful, would enforce an important right affecting the public interest, and would confer a significant benefit, whether pecuniary or nonpecuniary, on the general public or a large class of persons.(3) Private enforcement is necessary and places a disproportionate financial burden on the plaintiff in relation to the plaintiffs stake in the matter.(c) Section 425.16 does not apply to any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, including, but not limited to, insurance, securities, or financial instruments, arising from any statement or conduct by that person if both of the following conditions exist:(1) The statement or conduct consists of representations of fact about that persons or a business competitors business operations, goods, or services, that is made for the purpose of obtaining approval for, promoting, or securing sales or leases of, or commercial transactions in, the persons goods or services, or the statement or conduct was made in the course of delivering the persons goods or services.(2) The intended audience is an actual or potential buyer or customer, or a person likely to repeat the statement to, or otherwise influence, an actual or potential buyer or customer, or the statement or conduct arose out of or within the context of a regulatory approval process, proceeding, or investigation, except where the statement or conduct was made by a telephone corporation in the course of a proceeding before the California Public Utilities Commission and is the subject of a lawsuit brought by a competitor, notwithstanding that the conduct or statement concerns an important public issue.(d) Subdivisions (b) and (c) do not apply to any of the following:(1) Any person enumerated in subdivision (b) of Section 2 of Article I of the California Constitution or Section 1070 of the Evidence Code, or any person engaged in the dissemination of ideas or expression in any book or academic journal, while engaged in the gathering, receiving, or processing of information for communication to the public.(2) Any action against any person or entity based upon the creation, dissemination, exhibition, advertisement, or other similar promotion of any dramatic, literary, musical, political, or artistic work, including, but not limited to, a motion picture or television program, or an article published in a newspaper or magazine of general circulation.(3) Any nonprofit organization that receives more than 50 percent of its annual revenues from federal, state, or local government grants, awards, programs, or reimbursements for services rendered.(e) Section 425.16 does not apply to an action to enforce a no contest clause contained in a will, trust, or other instrument. As used in this subdivision, no contest clause has the meaning provided in Section 21310 of the Probate Code.(f) If any trial court denies a special motion to strike on the grounds that the action or cause of action is exempt pursuant to this section, the appeal provisions in subdivision (i) of Section 425.16 and paragraph (13) of subdivision (a) of Section 904.1 do not apply to that action or cause of action.SEC. 2. Section 21316 is added to the Probate Code, to read:A person who received notice of the contest in the contest proceeding, or the contestant, may file a pleading alleging that a party violated a no contest clause by the later of 120 days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest, or 60 days after the date of the setting of an evidentiary hearing or trial. Where21316. (a) A person who has notice of a contest and wishes to enforce a no contest clause shall file a pleading to enforce the no contest clause on or before the later of the following dates:(1) One hundred twenty days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest.(2) Sixty days after the date of the setting of an evidentiary hearing or trial on the contest.(b) When possible, and subject to the courts discretion as to the order of proof, the contest and the proceeding alleging the violation of to enforce a no contest clause should be adjudicated at the same evidentiary hearing or trial.

 Amended IN  Senate  February 26, 2021 CALIFORNIA LEGISLATURE 20212022 REGULAR SESSION Senate Bill No. 329Introduced by Senator JonesFebruary 05, 2021 An act to amend Section 425.17 of the Code of Civil Procedure, and to add Section 21316 to the Probate Code, relating to wills and trusts. LEGISLATIVE COUNSEL'S DIGESTSB 329, as amended, Jones. Wills and trusts: no contest clauses.Existing law, in relation to wills, trusts, and other instruments, regulates no contest clauses, which are provisions in otherwise valid instruments that, if enforced, penalize beneficiaries if the beneficiaries file a contest with the court. Existing law specifies that a no contest clause will be enforced only against the following types of contests: a direct contest, as defined, that is brought without probable cause, a pleading to challenge a transfer of property on the grounds that it was not the transferors property at the time of transfer, and the filing of a creditors claim or prosecution of an action based on it.This bill would provide that a person who received notice of the contest in the contest proceeding, or the contestant, may require a person who has notice of a contest and wishes to enforce a no contest clause to file a pleading alleging that a party violated a to enforce the no contest clause by the later of 120 days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest, or 60 days after the date of the setting of such the evidentiary hearing or trial. The bill would provide that where possible, and subject to the courts discretion as to the order of proof, the contest and the proceeding alleging the violation of to enforce a no contest clause should be adjudicated in the same evidentiary hearing or trial.Existing law provides that a cause of action against a person arising from any act of that person in furtherance of the persons right of petition or free speech in connection with a public issue, as specified, shall be subject to a special motion to strike, also known as an anti-strategic lawsuit against public participation (anti-SLAPP) motion, unless the court determines there is a probability that the plaintiff will prevail on the claim. Existing law specifies additional requirements for the courts adjudication of an anti-SLAPP motion. Existing law exempts from these anti-SLAPP provisions any action brought solely in the public interest or on behalf of the general public, under specified conditions, and any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, as further specified.This bill would also exempt from the anti-SLAPP provisions an action to enforce a no contest clause in a will, trust, or other instrument, Digest Key Vote: MAJORITY  Appropriation: NO  Fiscal Committee: NO  Local Program: NO 

 Amended IN  Senate  February 26, 2021

Amended IN  Senate  February 26, 2021

 CALIFORNIA LEGISLATURE 20212022 REGULAR SESSION

 Senate Bill 

No. 329

Introduced by Senator JonesFebruary 05, 2021

Introduced by Senator Jones
February 05, 2021

 An act to amend Section 425.17 of the Code of Civil Procedure, and to add Section 21316 to the Probate Code, relating to wills and trusts. 

LEGISLATIVE COUNSEL'S DIGEST

## LEGISLATIVE COUNSEL'S DIGEST

SB 329, as amended, Jones. Wills and trusts: no contest clauses.

Existing law, in relation to wills, trusts, and other instruments, regulates no contest clauses, which are provisions in otherwise valid instruments that, if enforced, penalize beneficiaries if the beneficiaries file a contest with the court. Existing law specifies that a no contest clause will be enforced only against the following types of contests: a direct contest, as defined, that is brought without probable cause, a pleading to challenge a transfer of property on the grounds that it was not the transferors property at the time of transfer, and the filing of a creditors claim or prosecution of an action based on it.This bill would provide that a person who received notice of the contest in the contest proceeding, or the contestant, may require a person who has notice of a contest and wishes to enforce a no contest clause to file a pleading alleging that a party violated a to enforce the no contest clause by the later of 120 days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest, or 60 days after the date of the setting of such the evidentiary hearing or trial. The bill would provide that where possible, and subject to the courts discretion as to the order of proof, the contest and the proceeding alleging the violation of to enforce a no contest clause should be adjudicated in the same evidentiary hearing or trial.Existing law provides that a cause of action against a person arising from any act of that person in furtherance of the persons right of petition or free speech in connection with a public issue, as specified, shall be subject to a special motion to strike, also known as an anti-strategic lawsuit against public participation (anti-SLAPP) motion, unless the court determines there is a probability that the plaintiff will prevail on the claim. Existing law specifies additional requirements for the courts adjudication of an anti-SLAPP motion. Existing law exempts from these anti-SLAPP provisions any action brought solely in the public interest or on behalf of the general public, under specified conditions, and any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, as further specified.This bill would also exempt from the anti-SLAPP provisions an action to enforce a no contest clause in a will, trust, or other instrument, 

Existing law, in relation to wills, trusts, and other instruments, regulates no contest clauses, which are provisions in otherwise valid instruments that, if enforced, penalize beneficiaries if the beneficiaries file a contest with the court. Existing law specifies that a no contest clause will be enforced only against the following types of contests: a direct contest, as defined, that is brought without probable cause, a pleading to challenge a transfer of property on the grounds that it was not the transferors property at the time of transfer, and the filing of a creditors claim or prosecution of an action based on it.

This bill would provide that a person who received notice of the contest in the contest proceeding, or the contestant, may require a person who has notice of a contest and wishes to enforce a no contest clause to file a pleading alleging that a party violated a to enforce the no contest clause by the later of 120 days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest, or 60 days after the date of the setting of such the evidentiary hearing or trial. The bill would provide that where possible, and subject to the courts discretion as to the order of proof, the contest and the proceeding alleging the violation of to enforce a no contest clause should be adjudicated in the same evidentiary hearing or trial.

Existing law provides that a cause of action against a person arising from any act of that person in furtherance of the persons right of petition or free speech in connection with a public issue, as specified, shall be subject to a special motion to strike, also known as an anti-strategic lawsuit against public participation (anti-SLAPP) motion, unless the court determines there is a probability that the plaintiff will prevail on the claim. Existing law specifies additional requirements for the courts adjudication of an anti-SLAPP motion. Existing law exempts from these anti-SLAPP provisions any action brought solely in the public interest or on behalf of the general public, under specified conditions, and any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, as further specified.

This bill would also exempt from the anti-SLAPP provisions an action to enforce a no contest clause in a will, trust, or other instrument, 

## Digest Key

## Bill Text

The people of the State of California do enact as follows:SECTION 1. Section 425.17 of the Code of Civil Procedure is amended to read:425.17. (a) The Legislature finds and declares that there has been a disturbing abuse of Section 425.16, the California Anti-SLAPP Law, which has undermined the exercise of the constitutional rights of freedom of speech and petition for the redress of grievances, contrary to the purpose and intent of Section 425.16. The Legislature finds and declares that it is in the public interest to encourage continued participation in matters of public significance, and that this participation should not be chilled through abuse of the judicial process or Section 425.16.(b) Section 425.16 does not apply to any action brought solely in the public interest or on behalf of the general public if all of the following conditions exist:(1) The plaintiff does not seek any relief greater than or different from the relief sought for the general public or a class of which the plaintiff is a member. A claim for attorneys fees, costs, or penalties does not constitute greater or different relief for purposes of this subdivision.(2) The action, if successful, would enforce an important right affecting the public interest, and would confer a significant benefit, whether pecuniary or nonpecuniary, on the general public or a large class of persons.(3) Private enforcement is necessary and places a disproportionate financial burden on the plaintiff in relation to the plaintiffs stake in the matter.(c) Section 425.16 does not apply to any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, including, but not limited to, insurance, securities, or financial instruments, arising from any statement or conduct by that person if both of the following conditions exist:(1) The statement or conduct consists of representations of fact about that persons or a business competitors business operations, goods, or services, that is made for the purpose of obtaining approval for, promoting, or securing sales or leases of, or commercial transactions in, the persons goods or services, or the statement or conduct was made in the course of delivering the persons goods or services.(2) The intended audience is an actual or potential buyer or customer, or a person likely to repeat the statement to, or otherwise influence, an actual or potential buyer or customer, or the statement or conduct arose out of or within the context of a regulatory approval process, proceeding, or investigation, except where the statement or conduct was made by a telephone corporation in the course of a proceeding before the California Public Utilities Commission and is the subject of a lawsuit brought by a competitor, notwithstanding that the conduct or statement concerns an important public issue.(d) Subdivisions (b) and (c) do not apply to any of the following:(1) Any person enumerated in subdivision (b) of Section 2 of Article I of the California Constitution or Section 1070 of the Evidence Code, or any person engaged in the dissemination of ideas or expression in any book or academic journal, while engaged in the gathering, receiving, or processing of information for communication to the public.(2) Any action against any person or entity based upon the creation, dissemination, exhibition, advertisement, or other similar promotion of any dramatic, literary, musical, political, or artistic work, including, but not limited to, a motion picture or television program, or an article published in a newspaper or magazine of general circulation.(3) Any nonprofit organization that receives more than 50 percent of its annual revenues from federal, state, or local government grants, awards, programs, or reimbursements for services rendered.(e) Section 425.16 does not apply to an action to enforce a no contest clause contained in a will, trust, or other instrument. As used in this subdivision, no contest clause has the meaning provided in Section 21310 of the Probate Code.(f) If any trial court denies a special motion to strike on the grounds that the action or cause of action is exempt pursuant to this section, the appeal provisions in subdivision (i) of Section 425.16 and paragraph (13) of subdivision (a) of Section 904.1 do not apply to that action or cause of action.SEC. 2. Section 21316 is added to the Probate Code, to read:A person who received notice of the contest in the contest proceeding, or the contestant, may file a pleading alleging that a party violated a no contest clause by the later of 120 days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest, or 60 days after the date of the setting of an evidentiary hearing or trial. Where21316. (a) A person who has notice of a contest and wishes to enforce a no contest clause shall file a pleading to enforce the no contest clause on or before the later of the following dates:(1) One hundred twenty days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest.(2) Sixty days after the date of the setting of an evidentiary hearing or trial on the contest.(b) When possible, and subject to the courts discretion as to the order of proof, the contest and the proceeding alleging the violation of to enforce a no contest clause should be adjudicated at the same evidentiary hearing or trial.

The people of the State of California do enact as follows:

## The people of the State of California do enact as follows:

SECTION 1. Section 425.17 of the Code of Civil Procedure is amended to read:425.17. (a) The Legislature finds and declares that there has been a disturbing abuse of Section 425.16, the California Anti-SLAPP Law, which has undermined the exercise of the constitutional rights of freedom of speech and petition for the redress of grievances, contrary to the purpose and intent of Section 425.16. The Legislature finds and declares that it is in the public interest to encourage continued participation in matters of public significance, and that this participation should not be chilled through abuse of the judicial process or Section 425.16.(b) Section 425.16 does not apply to any action brought solely in the public interest or on behalf of the general public if all of the following conditions exist:(1) The plaintiff does not seek any relief greater than or different from the relief sought for the general public or a class of which the plaintiff is a member. A claim for attorneys fees, costs, or penalties does not constitute greater or different relief for purposes of this subdivision.(2) The action, if successful, would enforce an important right affecting the public interest, and would confer a significant benefit, whether pecuniary or nonpecuniary, on the general public or a large class of persons.(3) Private enforcement is necessary and places a disproportionate financial burden on the plaintiff in relation to the plaintiffs stake in the matter.(c) Section 425.16 does not apply to any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, including, but not limited to, insurance, securities, or financial instruments, arising from any statement or conduct by that person if both of the following conditions exist:(1) The statement or conduct consists of representations of fact about that persons or a business competitors business operations, goods, or services, that is made for the purpose of obtaining approval for, promoting, or securing sales or leases of, or commercial transactions in, the persons goods or services, or the statement or conduct was made in the course of delivering the persons goods or services.(2) The intended audience is an actual or potential buyer or customer, or a person likely to repeat the statement to, or otherwise influence, an actual or potential buyer or customer, or the statement or conduct arose out of or within the context of a regulatory approval process, proceeding, or investigation, except where the statement or conduct was made by a telephone corporation in the course of a proceeding before the California Public Utilities Commission and is the subject of a lawsuit brought by a competitor, notwithstanding that the conduct or statement concerns an important public issue.(d) Subdivisions (b) and (c) do not apply to any of the following:(1) Any person enumerated in subdivision (b) of Section 2 of Article I of the California Constitution or Section 1070 of the Evidence Code, or any person engaged in the dissemination of ideas or expression in any book or academic journal, while engaged in the gathering, receiving, or processing of information for communication to the public.(2) Any action against any person or entity based upon the creation, dissemination, exhibition, advertisement, or other similar promotion of any dramatic, literary, musical, political, or artistic work, including, but not limited to, a motion picture or television program, or an article published in a newspaper or magazine of general circulation.(3) Any nonprofit organization that receives more than 50 percent of its annual revenues from federal, state, or local government grants, awards, programs, or reimbursements for services rendered.(e) Section 425.16 does not apply to an action to enforce a no contest clause contained in a will, trust, or other instrument. As used in this subdivision, no contest clause has the meaning provided in Section 21310 of the Probate Code.(f) If any trial court denies a special motion to strike on the grounds that the action or cause of action is exempt pursuant to this section, the appeal provisions in subdivision (i) of Section 425.16 and paragraph (13) of subdivision (a) of Section 904.1 do not apply to that action or cause of action.

SECTION 1. Section 425.17 of the Code of Civil Procedure is amended to read:

### SECTION 1.

425.17. (a) The Legislature finds and declares that there has been a disturbing abuse of Section 425.16, the California Anti-SLAPP Law, which has undermined the exercise of the constitutional rights of freedom of speech and petition for the redress of grievances, contrary to the purpose and intent of Section 425.16. The Legislature finds and declares that it is in the public interest to encourage continued participation in matters of public significance, and that this participation should not be chilled through abuse of the judicial process or Section 425.16.(b) Section 425.16 does not apply to any action brought solely in the public interest or on behalf of the general public if all of the following conditions exist:(1) The plaintiff does not seek any relief greater than or different from the relief sought for the general public or a class of which the plaintiff is a member. A claim for attorneys fees, costs, or penalties does not constitute greater or different relief for purposes of this subdivision.(2) The action, if successful, would enforce an important right affecting the public interest, and would confer a significant benefit, whether pecuniary or nonpecuniary, on the general public or a large class of persons.(3) Private enforcement is necessary and places a disproportionate financial burden on the plaintiff in relation to the plaintiffs stake in the matter.(c) Section 425.16 does not apply to any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, including, but not limited to, insurance, securities, or financial instruments, arising from any statement or conduct by that person if both of the following conditions exist:(1) The statement or conduct consists of representations of fact about that persons or a business competitors business operations, goods, or services, that is made for the purpose of obtaining approval for, promoting, or securing sales or leases of, or commercial transactions in, the persons goods or services, or the statement or conduct was made in the course of delivering the persons goods or services.(2) The intended audience is an actual or potential buyer or customer, or a person likely to repeat the statement to, or otherwise influence, an actual or potential buyer or customer, or the statement or conduct arose out of or within the context of a regulatory approval process, proceeding, or investigation, except where the statement or conduct was made by a telephone corporation in the course of a proceeding before the California Public Utilities Commission and is the subject of a lawsuit brought by a competitor, notwithstanding that the conduct or statement concerns an important public issue.(d) Subdivisions (b) and (c) do not apply to any of the following:(1) Any person enumerated in subdivision (b) of Section 2 of Article I of the California Constitution or Section 1070 of the Evidence Code, or any person engaged in the dissemination of ideas or expression in any book or academic journal, while engaged in the gathering, receiving, or processing of information for communication to the public.(2) Any action against any person or entity based upon the creation, dissemination, exhibition, advertisement, or other similar promotion of any dramatic, literary, musical, political, or artistic work, including, but not limited to, a motion picture or television program, or an article published in a newspaper or magazine of general circulation.(3) Any nonprofit organization that receives more than 50 percent of its annual revenues from federal, state, or local government grants, awards, programs, or reimbursements for services rendered.(e) Section 425.16 does not apply to an action to enforce a no contest clause contained in a will, trust, or other instrument. As used in this subdivision, no contest clause has the meaning provided in Section 21310 of the Probate Code.(f) If any trial court denies a special motion to strike on the grounds that the action or cause of action is exempt pursuant to this section, the appeal provisions in subdivision (i) of Section 425.16 and paragraph (13) of subdivision (a) of Section 904.1 do not apply to that action or cause of action.

425.17. (a) The Legislature finds and declares that there has been a disturbing abuse of Section 425.16, the California Anti-SLAPP Law, which has undermined the exercise of the constitutional rights of freedom of speech and petition for the redress of grievances, contrary to the purpose and intent of Section 425.16. The Legislature finds and declares that it is in the public interest to encourage continued participation in matters of public significance, and that this participation should not be chilled through abuse of the judicial process or Section 425.16.(b) Section 425.16 does not apply to any action brought solely in the public interest or on behalf of the general public if all of the following conditions exist:(1) The plaintiff does not seek any relief greater than or different from the relief sought for the general public or a class of which the plaintiff is a member. A claim for attorneys fees, costs, or penalties does not constitute greater or different relief for purposes of this subdivision.(2) The action, if successful, would enforce an important right affecting the public interest, and would confer a significant benefit, whether pecuniary or nonpecuniary, on the general public or a large class of persons.(3) Private enforcement is necessary and places a disproportionate financial burden on the plaintiff in relation to the plaintiffs stake in the matter.(c) Section 425.16 does not apply to any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, including, but not limited to, insurance, securities, or financial instruments, arising from any statement or conduct by that person if both of the following conditions exist:(1) The statement or conduct consists of representations of fact about that persons or a business competitors business operations, goods, or services, that is made for the purpose of obtaining approval for, promoting, or securing sales or leases of, or commercial transactions in, the persons goods or services, or the statement or conduct was made in the course of delivering the persons goods or services.(2) The intended audience is an actual or potential buyer or customer, or a person likely to repeat the statement to, or otherwise influence, an actual or potential buyer or customer, or the statement or conduct arose out of or within the context of a regulatory approval process, proceeding, or investigation, except where the statement or conduct was made by a telephone corporation in the course of a proceeding before the California Public Utilities Commission and is the subject of a lawsuit brought by a competitor, notwithstanding that the conduct or statement concerns an important public issue.(d) Subdivisions (b) and (c) do not apply to any of the following:(1) Any person enumerated in subdivision (b) of Section 2 of Article I of the California Constitution or Section 1070 of the Evidence Code, or any person engaged in the dissemination of ideas or expression in any book or academic journal, while engaged in the gathering, receiving, or processing of information for communication to the public.(2) Any action against any person or entity based upon the creation, dissemination, exhibition, advertisement, or other similar promotion of any dramatic, literary, musical, political, or artistic work, including, but not limited to, a motion picture or television program, or an article published in a newspaper or magazine of general circulation.(3) Any nonprofit organization that receives more than 50 percent of its annual revenues from federal, state, or local government grants, awards, programs, or reimbursements for services rendered.(e) Section 425.16 does not apply to an action to enforce a no contest clause contained in a will, trust, or other instrument. As used in this subdivision, no contest clause has the meaning provided in Section 21310 of the Probate Code.(f) If any trial court denies a special motion to strike on the grounds that the action or cause of action is exempt pursuant to this section, the appeal provisions in subdivision (i) of Section 425.16 and paragraph (13) of subdivision (a) of Section 904.1 do not apply to that action or cause of action.

425.17. (a) The Legislature finds and declares that there has been a disturbing abuse of Section 425.16, the California Anti-SLAPP Law, which has undermined the exercise of the constitutional rights of freedom of speech and petition for the redress of grievances, contrary to the purpose and intent of Section 425.16. The Legislature finds and declares that it is in the public interest to encourage continued participation in matters of public significance, and that this participation should not be chilled through abuse of the judicial process or Section 425.16.(b) Section 425.16 does not apply to any action brought solely in the public interest or on behalf of the general public if all of the following conditions exist:(1) The plaintiff does not seek any relief greater than or different from the relief sought for the general public or a class of which the plaintiff is a member. A claim for attorneys fees, costs, or penalties does not constitute greater or different relief for purposes of this subdivision.(2) The action, if successful, would enforce an important right affecting the public interest, and would confer a significant benefit, whether pecuniary or nonpecuniary, on the general public or a large class of persons.(3) Private enforcement is necessary and places a disproportionate financial burden on the plaintiff in relation to the plaintiffs stake in the matter.(c) Section 425.16 does not apply to any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, including, but not limited to, insurance, securities, or financial instruments, arising from any statement or conduct by that person if both of the following conditions exist:(1) The statement or conduct consists of representations of fact about that persons or a business competitors business operations, goods, or services, that is made for the purpose of obtaining approval for, promoting, or securing sales or leases of, or commercial transactions in, the persons goods or services, or the statement or conduct was made in the course of delivering the persons goods or services.(2) The intended audience is an actual or potential buyer or customer, or a person likely to repeat the statement to, or otherwise influence, an actual or potential buyer or customer, or the statement or conduct arose out of or within the context of a regulatory approval process, proceeding, or investigation, except where the statement or conduct was made by a telephone corporation in the course of a proceeding before the California Public Utilities Commission and is the subject of a lawsuit brought by a competitor, notwithstanding that the conduct or statement concerns an important public issue.(d) Subdivisions (b) and (c) do not apply to any of the following:(1) Any person enumerated in subdivision (b) of Section 2 of Article I of the California Constitution or Section 1070 of the Evidence Code, or any person engaged in the dissemination of ideas or expression in any book or academic journal, while engaged in the gathering, receiving, or processing of information for communication to the public.(2) Any action against any person or entity based upon the creation, dissemination, exhibition, advertisement, or other similar promotion of any dramatic, literary, musical, political, or artistic work, including, but not limited to, a motion picture or television program, or an article published in a newspaper or magazine of general circulation.(3) Any nonprofit organization that receives more than 50 percent of its annual revenues from federal, state, or local government grants, awards, programs, or reimbursements for services rendered.(e) Section 425.16 does not apply to an action to enforce a no contest clause contained in a will, trust, or other instrument. As used in this subdivision, no contest clause has the meaning provided in Section 21310 of the Probate Code.(f) If any trial court denies a special motion to strike on the grounds that the action or cause of action is exempt pursuant to this section, the appeal provisions in subdivision (i) of Section 425.16 and paragraph (13) of subdivision (a) of Section 904.1 do not apply to that action or cause of action.



425.17. (a) The Legislature finds and declares that there has been a disturbing abuse of Section 425.16, the California Anti-SLAPP Law, which has undermined the exercise of the constitutional rights of freedom of speech and petition for the redress of grievances, contrary to the purpose and intent of Section 425.16. The Legislature finds and declares that it is in the public interest to encourage continued participation in matters of public significance, and that this participation should not be chilled through abuse of the judicial process or Section 425.16.

(b) Section 425.16 does not apply to any action brought solely in the public interest or on behalf of the general public if all of the following conditions exist:

(1) The plaintiff does not seek any relief greater than or different from the relief sought for the general public or a class of which the plaintiff is a member. A claim for attorneys fees, costs, or penalties does not constitute greater or different relief for purposes of this subdivision.

(2) The action, if successful, would enforce an important right affecting the public interest, and would confer a significant benefit, whether pecuniary or nonpecuniary, on the general public or a large class of persons.

(3) Private enforcement is necessary and places a disproportionate financial burden on the plaintiff in relation to the plaintiffs stake in the matter.

(c) Section 425.16 does not apply to any cause of action brought against a person primarily engaged in the business of selling or leasing goods or services, including, but not limited to, insurance, securities, or financial instruments, arising from any statement or conduct by that person if both of the following conditions exist:

(1) The statement or conduct consists of representations of fact about that persons or a business competitors business operations, goods, or services, that is made for the purpose of obtaining approval for, promoting, or securing sales or leases of, or commercial transactions in, the persons goods or services, or the statement or conduct was made in the course of delivering the persons goods or services.

(2) The intended audience is an actual or potential buyer or customer, or a person likely to repeat the statement to, or otherwise influence, an actual or potential buyer or customer, or the statement or conduct arose out of or within the context of a regulatory approval process, proceeding, or investigation, except where the statement or conduct was made by a telephone corporation in the course of a proceeding before the California Public Utilities Commission and is the subject of a lawsuit brought by a competitor, notwithstanding that the conduct or statement concerns an important public issue.

(d) Subdivisions (b) and (c) do not apply to any of the following:

(1) Any person enumerated in subdivision (b) of Section 2 of Article I of the California Constitution or Section 1070 of the Evidence Code, or any person engaged in the dissemination of ideas or expression in any book or academic journal, while engaged in the gathering, receiving, or processing of information for communication to the public.

(2) Any action against any person or entity based upon the creation, dissemination, exhibition, advertisement, or other similar promotion of any dramatic, literary, musical, political, or artistic work, including, but not limited to, a motion picture or television program, or an article published in a newspaper or magazine of general circulation.

(3) Any nonprofit organization that receives more than 50 percent of its annual revenues from federal, state, or local government grants, awards, programs, or reimbursements for services rendered.

(e) Section 425.16 does not apply to an action to enforce a no contest clause contained in a will, trust, or other instrument. As used in this subdivision, no contest clause has the meaning provided in Section 21310 of the Probate Code.

(f) If any trial court denies a special motion to strike on the grounds that the action or cause of action is exempt pursuant to this section, the appeal provisions in subdivision (i) of Section 425.16 and paragraph (13) of subdivision (a) of Section 904.1 do not apply to that action or cause of action.

SEC. 2. Section 21316 is added to the Probate Code, to read:A person who received notice of the contest in the contest proceeding, or the contestant, may file a pleading alleging that a party violated a no contest clause by the later of 120 days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest, or 60 days after the date of the setting of an evidentiary hearing or trial. Where21316. (a) A person who has notice of a contest and wishes to enforce a no contest clause shall file a pleading to enforce the no contest clause on or before the later of the following dates:(1) One hundred twenty days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest.(2) Sixty days after the date of the setting of an evidentiary hearing or trial on the contest.(b) When possible, and subject to the courts discretion as to the order of proof, the contest and the proceeding alleging the violation of to enforce a no contest clause should be adjudicated at the same evidentiary hearing or trial.

SEC. 2. Section 21316 is added to the Probate Code, to read:

### SEC. 2.

A person who received notice of the contest in the contest proceeding, or the contestant, may file a pleading alleging that a party violated a no contest clause by the later of 120 days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest, or 60 days after the date of the setting of an evidentiary hearing or trial. Where21316. (a) A person who has notice of a contest and wishes to enforce a no contest clause shall file a pleading to enforce the no contest clause on or before the later of the following dates:(1) One hundred twenty days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest.(2) Sixty days after the date of the setting of an evidentiary hearing or trial on the contest.(b) When possible, and subject to the courts discretion as to the order of proof, the contest and the proceeding alleging the violation of to enforce a no contest clause should be adjudicated at the same evidentiary hearing or trial.

A person who received notice of the contest in the contest proceeding, or the contestant, may file a pleading alleging that a party violated a no contest clause by the later of 120 days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest, or 60 days after the date of the setting of an evidentiary hearing or trial. Where21316. (a) A person who has notice of a contest and wishes to enforce a no contest clause shall file a pleading to enforce the no contest clause on or before the later of the following dates:(1) One hundred twenty days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest.(2) Sixty days after the date of the setting of an evidentiary hearing or trial on the contest.(b) When possible, and subject to the courts discretion as to the order of proof, the contest and the proceeding alleging the violation of to enforce a no contest clause should be adjudicated at the same evidentiary hearing or trial.

A person who received notice of the contest in the contest proceeding, or the contestant, may file a pleading alleging that a party violated a no contest clause by the later of 120 days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest, or 60 days after the date of the setting of an evidentiary hearing or trial. Where21316. (a) A person who has notice of a contest and wishes to enforce a no contest clause shall file a pleading to enforce the no contest clause on or before the later of the following dates:(1) One hundred twenty days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest.(2) Sixty days after the date of the setting of an evidentiary hearing or trial on the contest.(b) When possible, and subject to the courts discretion as to the order of proof, the contest and the proceeding alleging the violation of to enforce a no contest clause should be adjudicated at the same evidentiary hearing or trial.

A person who received notice of the contest in the contest proceeding, or the contestant, may file a pleading alleging that a party violated a no contest clause by the later of 120 days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest, or 60 days after the date of the setting of an evidentiary hearing or trial. Where21316. (a) A person who has notice of a contest and wishes to enforce a no contest clause shall file a pleading to enforce the no contest clause on or before the later of the following dates:(1) One hundred twenty days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest.(2) Sixty days after the date of the setting of an evidentiary hearing or trial on the contest.

A person who received notice of the contest in the contest proceeding, or the contestant, may file a pleading alleging that a party violated a no contest clause by the later of 120 days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest, or 60 days after the date of the setting of an evidentiary hearing or trial. Where



21316. (a) A person who has notice of a contest and wishes to enforce a no contest clause shall file a pleading to enforce the no contest clause on or before the later of the following dates:

(1) One hundred twenty days prior to the date initially set for commencement of the evidentiary hearing or trial on the contest.

(2) Sixty days after the date of the setting of an evidentiary hearing or trial on the contest.

(b) When possible, and subject to the courts discretion as to the order of proof, the contest and the proceeding alleging the violation of to enforce a no contest clause should be adjudicated at the same evidentiary hearing or trial.