BILL ANALYSIS                                                                                                                                                                                                    




            SENATE REVENUE & TAXATION COMMITTEE

            Senator Lois Wolk, Chair

                                                            SB 1493 - 

            Committee on Revenue and Taxation
                                  Amended: As Introduced March 15, 2010

                                                                       

            Hearing: April 14, 2010                         Fiscal: Yes


            SUMMARY:  Enacts Five Changes to Property Tax Law 

            


            I.  Assessors Sending Information Via Email

                 EXISTING LAW requires the Assessor to mail all notices  
            via the U.S. Postal Service to taxpayers.  

                 THIS BILL allows assessors to instead send base year  
            value notices (R&T 75.31), and property tax valuation  
            information (R&T 619) via electronic mail at the written  
            request of the taxpayer.  




            II.  Assessors Posting Information on the Internet

                  EXISTING LAW requires the Assessor to annually inform  
            property taxpayers of the value of their property, as well  
            as its increase or decline over the previous year, and its  
            Proposition 13 value, based on the 1975-76 value or the  
            most recent sale, plus a maximum 2% growth for each  
            succeeding year (SB 1105, Committee on Revenue and  
            Taxation, 1997).  The Legislature added this requirement as  
            a result of market declines, when property values fall  
            below the Proposition 13 value, triggering Proposition 8  
            (November 1978), which requires the County Assessor to  








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            assess the property at its fair market value.   In  
            subsequent annual assessments, such fair market value can  
            rise up by an unlimited amount until it reaches the  
            Proposition 13 level, at which time the 2% limit caps the  
            property's taxable value.  Assessors may send the  
            information to the taxpayer via mail, or having published  
            lists in newspapers, or both.
                 THIS BILL allows assessors to publish relevant lists  
            on the assessor's website upon approval of the county board  
            of supervisors.



            III.  Clarifying Inflation Adjustment for Low-Value  
                      Exception

                 EXISTING LAW refers to the "base year value" when  
            determining whether the low-value exception from assessment  
            applies.  However, the term is ambiguous: it could mean the  
            original base year value or the factored base year value.   
            Section 155.20 refers to Section 50, which in turn ties to  
            Section 110.1, which refers to Section 51, both of which  
            include an inflation adjustment, implying that the factored  
            base year value is appropriate.  

                 THIS BILL codifies the inflation adjustment, thereby  
            removing the ambiguity.




            IV.  Destroying Scanned Records

                 EXISTING LAW requires assessors to keep paper  
            documents for six years even though they have been scanned  
            and stored on microfilm and microfiche.  

                 THIS BILL allows counties to destroy documents if they  
            have been preserved in a medium that provides access to the  
            documents such as microfilm, microfiche, electronic  
            document imaging, or other such media that captures a true  
            image of the document that may be later retrieved.








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            IV.  Price Adjustments During Tax Sales of Welfare Exempt  
                      Property 

                 EXISTING LAW (R&T 3698.5) allows treasurer-tax  
            collectors at a lower minimum price at the same or the next  
            scheduled tax sale if no acceptable bids are received.   
            However, the treasurer-tax collector does not have the same  
            discretion for welfare-exempt properties (R&T 3698.7),  
            only allowing the treasurer-tax collector to offer the  
            welfare-exempt property at a lower minimum price at the  
            next sale.  

                 THIS BILL reconciles the conflict, thereby allowing  
            the treasurer-tax collector to treat both kinds of  
            properties similarly.




            FISCAL EFFECT:   


                 According to Committee Staff, SB 1493 would not impact  
            state or local tax revenues.




            COMMENTS:

            A.   Purpose of the Bill

                 Sponsored by the California Assessors' Association and  
            the California Association of County Treasurer-Tax  
            Collectors, SB 822 is a technical, non-controversial bill  
            that improves local administration of property tax laws for  
            the benefit of taxpayers and assessors alike.   
            Consolidating the measures into a single bill negates the  








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            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 Assessors Association (Sponsor),  
            California Association of County Treasurer-Tax Collectors  
            (Sponsor)



                 Oppose:None received.



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            Consultant: Colin Grinnell