BILL ANALYSIS                                                                                                                                                                                                    




            SENATE REVENUE & TAXATION COMMITTEE

            Senator Lois Wolk, Chair

                      SB 823 - Committee on Revenue and Taxation

                                             Introduced: March 10, 2009

                                                                       

            Hearing: April 22, 2009                         Fiscal: Yes




            SUMMARY:  Enacts Technical Changes to Property Tax  
                      Collection Law 


             

             I.  Electronic Payments

                 EXISTING LAW provides that taxpayers may send property  
            tax payments by delivery service, and have the payment  
            deemed timely if it arrives before 5pm on the next business  
            day following the delinquent date.  Taxpayers may also use  
            electronic payments, which are deemed received on the date  
            the transaction was completed between the taxpayer and the  
            electronic payer, but does not specify a date and hour that  
            the electronic payer to deliver the payment to the tax  
            collector.  

                 THIS BILL specifies that if payments are made through  
            the tax collector's authorized website of telephone number,  
            the payment is deemed received on the date the taxpayer  
            completes the electronic payment.  For all other electronic  
            payments, the payment is deemed received on the date the  
            tax collector actually receives the payment.


            II.  Replicated Payments

                 EXISTING LAW requires that replicated payments must be  








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            refunded within 60 days of receipt, or interest must be  
            paid to the tendering party.  However, credit card  
            payments, Automated Clearing House debits, and electronic  
            checks may be reversed up to 180 days after issuance,  
            creating a situation where counties must pay interest when  
            they are waiting for the reversible time period to expire.   


                 THIS BILL restarts the sixty day period before  
            interest must be paid to 60 days after the payment becomes  
            finalized.   

            III.  Tax Sale Recissions 

                 EXISTING LAW provides that a tax collector has the  
            power to sell property that has been tax-defaulted for five  
            years or more, or three years or more in the case of  
            nonresidential commercial property.  Tax-defaulted property  
            may be sold either to private persons (including taxing  
            authorities) by auction (R&TC Section 3691 et seq.), or to  
            state and local taxing  agencies by agreement (R&TC Section  
            3791 et seq.). Current law states that, in the case where a  
            tax deed to a purchaser has been recorded and it is  
            determined that the property should not have been sold, the  
            county and the purchaser may agree to rescind the sale if  
            (a) the property has not been transferred by the purchaser  
            to a bona fide purchaser for value, and (b) the property  
            has not become subject to a bona fide encumbrance for value  
            after recordation [R&TC Section 3731(a)].  Tax collectors  
            must rarely rescind tax sales when conducted erroneously,  
            and the successor in interest may block any rescission,  
            prohibiting the tax collector from correcting the erroneous  
            sale and convey the property back to the former owner.  

                 THIS BILL authorizes a county board of supervisors to  
            rescind a sale of tax-defaulted property, under specified  
            circumstances, with the written consent of the county legal  
            adviser and the purchaser's successor in interest in the  
            property.  The measure authorizes a county board of  
            supervisors to rescind a sale of tax-defaulted property,  
            even if the purchaser of that property or his/her successor  
            in interest in that property does not agree to the  








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            rescission in writing, provided that all of the following  
            conditions are satisfied:

                   The property has not been transferred or conveyed  
                 by the purchaser at the tax sale to a bona fide  
                 purchaser for value;
                   The property has not become subject to a bona fide   
                 encumbrance for value subsequent to the recordation of  
                 the tax deed;
                   A hearing is scheduled before the board of  
                 supervisors; and
                   Not less than 45 days prior to the hearing, the tax  
                 collector sends a notice to the purchaser or his/her  
                 successor in interest in the property, via certified  
                 mail with return receipt requested, to the last known  
                 mailing address.
                 THIS BILL requires that a notice sent by the tax  
            collector to the purchaser of tax-defaulted property  
            contain specified information, including the date, time,  
            and place of the hearing, a description of the property  
            sold, the reason for the rescission of the sale, and a  
            statement that a refund will be issued to the purchaser.   
            The measure also states that, when a sale of tax-defaulted  
            property is rescinded, the purchaser is entitled to a  
            refund of the amount paid as the purchase price  plus   
            interest at the county pool rate from the date of purchase  
            after the rescission of the tax deed is recorded.  The bill  
            requires the county clerk to acknowledge the signature of  
            the county tax collector before the county tax collector  
            records the rescission with the county recorder.

            

            IV:  Statute Conflict

                 EXISTING LAW allows county boards of supervisors to  
            appoint a designee to approve tax sales to public agencies  
            and non-profit corporations (AB 2229, Wiggins, 2000).  In  
            2003, the Legislature amended that section of law to  
            require the Board of Supervisors to subsequently approve  
            sales authorized by the designee, however, the two statutes  
            which allowed the designee to approve those sales was not  








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            amended to add the board of supervisors approval  
            requirement.  

                 THIS BILL removes mention of the board designee in the  
            two sections of law amended by the 2000 legislation to  
            remove the statutory conflict.  












































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            V.  Cross Reference

                 EXISTING LAW (Revenue and Taxation Code 4839.2)  
            requires the Board of Supervisors to approve tax sales and  
            transmit a copy of the resolution to the tax collector, but  
            is not close to other relevant statutes.  

                 THIS BILL renumbers 4839.2 as 3699.




            FISCAL EFFECT: 

                 Committee Staff estimate no fiscal effect for SB 1776


            COMMENTS:

            A.   Purpose of the Bill

                 SB 1045 consolidates five items that make minor,  
            technical changes to property tax law sponsored by the  
            California Association of County Treasurer-Tax Collectors.   
            The bill improves the administration of property tax laws  
            to help both taxpayers and tax collectors.  Consolidating  
            the measures into a single bill negates the need for  
            individual bills to enact each change.  Additionally, the  
            measure only contains items with universal agreement; items  
            that are controversial or problematic will be removed from  
            the bill.




            Support and Opposition

                 Support:California Association of Treasurer-Tax  
            Collectors









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                 Oppose:None Received



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            Consultant: Colin Grinnell