BILL ANALYSIS                                                                                                                                                                                                    �





                                                                  AB 34 X1

                                                                  Page  1


          GOVERNOR'S VETO
          AB 34 X1 (Budget Committee)
          As Amended  June 9, 2011
          2/3 vote.  Budget Bill Appropriation Takes Effect Immediately
           
           
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          |ASSEMBLY:  |     |(June 3, 2011)  |SENATE: |33-0 |(June 11,      |
          |           |     |                |        |     |2011)          |
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               (vote not relevant)

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          |ASSEMBLY:  |78-0 |(June 15, 2011) |        |     |               |
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          SUMMARY  : Contains necessary statutory and technical changes 
          related to the Budget Act of 2011.

           The Senate amendments  delete the Assembly version of this bill, 
          and instead:

          1)Establish the Senior Citizens and Disabled Citizens Property 
            Tax Postponement Fund within the State Treasury and annually 
            appropriates moneys in the fund for the purposes of paying 
            costs and disbursements related to the postponement of 
            property taxes of eligible senior citizens and disabled 
            citizens.

          2)Require the transfer of funds in excess of $10 million that 
            accumulate in the Senior Citizens and Disabled Citizens 
            Property Tax Postponement Fund to the General Fund and deletes 
            any General Fund appropriation for the program.

          3)Require loan repayments relating to the Senior Citizens and 
            Disabled Citizens Property Tax Postponement Law that are not 
            deposited into the program's impound account to be deposited 
            directly into the Senior Citizens and Disabled Citizens 
            Property Tax Postponement Fund.

          4)Establish that loan repayments relating to the Senior Citizens 










                                                                  AB 34 X1

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            and Disabled Citizens Property Tax Postponement Law that are 
            deposited in the program's impound account are transferred to 
            the Senior Citizens and Disabled Citizens Property Tax 
            Postponement Fund after a six-month period.

          5)Remove language that eliminates the consideration of 
            applications for the property tax postponement program by the 
            Controller and allows applications for the property tax 
            postponement program to be considered beginning July 1, 2012.

          6)Add an appropriation allowing this bill to take effect 
            immediately upon enactment.

           AS PASSED BY THE ASSEMBLY  , this bill expresses the intent of the 
          Legislature to enact statutory changes relating to the 2011 
          Budget Act.

           FISCAL EFFECT  :  To the extent that loan repayments would not be 
          transferred to or received by the General Fund in the budget 
          year 2011-12, resources that would be available to the General 
          Fund would decrease by an estimated $7-$10 million.

           COMMENTS  :  The Senior Citizens and Disabled Citizens Property 
          Tax Postponement Program (program) was created in 1977.  Under 
          the program, the state paid the property taxes owed to the 
          county by property owners enrolled in the program.  The state 
          placed a lien on the property for which state funding was used 
          to pay the property taxes.  The lien was released and the state 
          repaid when the property was sold or transferred.

          To be eligible for the program, participants are required to be 
          at least 62 years old, or disabled or blind.  In addition, 
          income restrictions applied to property owner participants.  For 
          the last effective date of the program prior to its suspension, 
          property owners with gross household incomes in excess of 
          $35,500 were ineligible for the program.  The program was 
          suspended in 2009.

          The design of the previous program required some loan repayments 
          to go to the General Fund and some repayments to go to the 
          program's impound account.  These later amounts were transferred 










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          to the General Fund after six months.  Appropriations were made 
          from the General Fund to pay the postponed property taxes, as 
          opposed to the revolving fund concept embodied in this bill.

           GOVERNOR'S VETO MESSAGE  :

            The Seniors Citizens' Property Tax Postponement Law was 
            enacted beginning for the 1977-1978 fiscal year to give 
            property tax relief to seniors. It was subsequently 
            expanded to included blind and disabled persons. The law 
            was suspended in 2009 due to the realities of the state's 
            budget.  AB X1 34 would repeal the suspension so that 
            postponement claims can once again be accepted by the 
            Controller.  In addition, the bill would establish a new 
            fund in the State Treasury and provide a continuous 
            appropriation for the Controller to pay postponement 
            claims.  

            Given the very significant cuts to state and local core 
            public services that are occurring, the state cannot 
            afford the $19.3 million that the Department of Finance 
            estimates this bill would cost during the 2011-2012 fiscal 
            year or the continuing estimated annual revenue cost of 
            $30 million.  


           Analysis Prepared by  :   Mark Ibele / BUDGET / (916) 319-2099


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