SB 909

  • California Senate Bill
  • 2015-2016 Regular Session
  • Introduced in Senate Jan 26, 2016
  • Passed Senate Apr 21, 2016
  • Passed Assembly Aug 24, 2016
  • Signed by Governor Sep 21, 2016

Property tax postponement: special needs trust claimants.

Abstract

Existing law authorizes the Controller, upon approval of a claim for the postponement of ad valorem property taxes, to directly pay a county tax collector for the property taxes owed by the claimant, as provided. Existing law requires all sums paid for the postponement of property taxes pursuant to these provisions to be secured by a lien in favor of the state. Amounts owed by a claimant are due if the claimant, or his or her surviving spouse, ceases to occupy the premises as his or her residential dwelling, dies, disposes of the property, or allows specified taxes and special assessments to become delinquent, as provided. Existing law requires that the residential dwelling be owned by the claimant, the claimant and spouse, or the claimant and another specified individual. Existing law requires a claimant to file a claim containing specified information, including a description of the residential dwelling, under penalty of perjury. This bill would provide that "owned" for these purposes includes the interest of a beneficiary of a special needs trust. This bill would incorporate additional changes to Section 20583 of the Revenue and Taxation Code proposed by AB 1952 that would become operative if both bills are enacted and this bill is enacted last. By requiring a special needs trust claimant for property tax postponement to file certain information under penalty of perjury, thereby expanding the crime of perjury, this bill would impose a state-mandated local program. The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement. This bill would provide that no reimbursement is required by this act for a specified reason.

Bill Sponsors (3)

Votes


Actions


Sep 21, 2016

California State Legislature

Chaptered by Secretary of State. Chapter 425, Statutes of 2016.

California State Legislature

Approved by the Governor.

Sep 01, 2016

California State Legislature

Enrolled and presented to the Governor at 5 p.m.

Aug 26, 2016

Senate

Assembly amendments concurred in. (Ayes 39. Noes 0. Page 5446.) Ordered to engrossing and enrolling.

Aug 25, 2016

Senate

In Senate. Concurrence in Assembly amendments pending.

Aug 24, 2016

Assembly

Read third time. Passed. Ordered to the Senate.

Aug 19, 2016

Assembly

Ordered to third reading.

Assembly

Read third time and amended. (Ayes 73. Noes 0. Page 5952.)

Aug 08, 2016

Assembly

From consent calendar on motion of Assembly Member Calderon.

Assembly

Ordered to third reading.

Aug 04, 2016

Assembly

Read second time. Ordered to consent calendar.

Aug 03, 2016

Assembly

From committee: Do pass. Ordered to consent calendar. (Ayes 20. Noes 0.) (August 3).

Jun 27, 2016

Assembly

Read second time and amended. Re-referred to Com. on APPR.

  • Referral-Committee
  • Reading-2
  • Amendment-Passage
  • Reading-1
Com. on APPR.

Jun 23, 2016

Assembly

From committee: Do pass as amended and re-refer to Com. on APPR. (Ayes 9. Noes 0.) (June 20).

Jun 15, 2016

Assembly

From committee: Do pass and re-refer to Com. on REV. & TAX. (Ayes 9. Noes 0.) (June 15). Re-referred to Com. on REV. & TAX.

  • Referral-Committee
  • Committee-Passage-Favorable
  • Committee-Passage
Com. on REV. & TAX.

May 05, 2016

Assembly

Referred to Coms. on L. GOV. and REV. & TAX.

  • Referral-Committee
Coms. on L. GOV. and REV. & TAX.

Apr 21, 2016

Assembly

In Assembly. Read first time. Held at Desk.

Senate

Read third time. Passed. (Ayes 39. Noes 0. Page 3630.) Ordered to the Assembly.

Apr 19, 2016

Senate

Read second time. Ordered to consent calendar.

Apr 18, 2016

Senate

From committee: Be ordered to second reading pursuant to Senate Rule 28.8 and ordered to consent calendar.

Apr 08, 2016

Senate

Set for hearing April 18.

Apr 06, 2016

Senate

From committee: Do pass and re-refer to Com. on APPR. with recommendation: To consent calendar. (Ayes 7. Noes 0. Page 3419.) (April 6). Re-referred to Com. on APPR.

  • Referral-Committee
  • Committee-Passage-Favorable
  • Committee-Passage
Com. on APPR.

Mar 29, 2016

Senate

Set for hearing April 6.

Senate

From committee with author's amendments. Read second time and amended. Re-referred to Com. on GOV. & F.

  • Referral-Committee
  • Reading-2
  • Amendment-Passage
  • Committee-Passage
  • Reading-1
Com. on GOV. & F.

Feb 04, 2016

Senate

Referred to Com. on GOV. & F.

  • Referral-Committee
Com. on GOV. & F.

Jan 27, 2016

Senate

From printer. May be acted upon on or after February 26.

Jan 26, 2016

Senate

Introduced. Read first time. To Com. on RLS. for assignment. To print.

Bill Text

Bill Text Versions Format
SB909 HTML
01/26/16 - Introduced PDF
03/29/16 - Amended Senate PDF
06/27/16 - Amended Assembly PDF
08/19/16 - Amended Assembly PDF
08/30/16 - Enrolled PDF
09/21/16 - Chaptered PDF

Related Documents

Document Format
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Sources

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