California 2023-2024 Regular Session

California Assembly Bill AB3134

Introduced
2/16/24  
Introduced
2/16/24  
Refer
3/11/24  
Refer
3/11/24  
Report Pass
4/23/24  
Report Pass
4/23/24  
Refer
4/25/24  
Refer
4/25/24  
Report Pass
5/15/24  
Engrossed
5/21/24  
Engrossed
5/21/24  
Refer
5/22/24  
Refer
5/22/24  
Refer
5/29/24  
Refer
5/29/24  
Report Pass
6/18/24  
Report Pass
6/18/24  
Refer
6/18/24  
Refer
6/18/24  
Report Pass
6/26/24  
Refer
6/26/24  
Refer
6/26/24  
Enrolled
8/31/24  
Chaptered
9/29/24  
Chaptered
9/29/24  
Passed
9/29/24  

Caption

Property taxation: refunds.

Impact

The legislation significantly impacts local taxation practices and could alter how local agencies handle property tax corrections. By enabling refunds for amounts less than $10,000 to be paid without a formal claim, the bill intends to reduce administrative burdens on both taxpayers and county auditors. It empowers taxpayers, particularly those who may find it challenging to navigate lengthy claim processes. Moreover, the bill addresses issues related to disabled veterans by ensuring they can receive specific tax refunds without submitting claims, reflecting a commitment to support this demographic.

Summary

Assembly Bill No. 3134 aims to amend the Revenue and Taxation Code related to property taxation and the processing of tax refunds. The bill mandates that when property taxes are canceled, the county auditor must either process a refund directly to the taxpayer or provide written notice outlining the steps necessary to claim a refund. Notably, this legislation streamlines the refund process by allowing claims for refunds to be deemed timely filed if submitted within 60 days of receiving such notice. Furthermore, it modifies conditions under which refunds can be paid without a claim if the amount is under $10,000, thereby easing access to refunds for property owners.

Sentiment

The sentiment surrounding AB 3134 appears to be positive among legislators and advocacy groups focused on property taxation and veterans' affairs. Supporters value the bill as a pragmatic approach to enhance efficiency in tax refunds and appreciate the alleviation of bureaucratic hurdles that affect property owners. Conversely, there may be concerns from local government entities regarding the additional responsibilities imposed by the bill, as it mandates new procedures for county auditors, potentially leading to increased workloads and oversight requirements.

Contention

One point of contention revolves around the imposition of additional duties on county auditors and the classification of these tasks as state-mandated local programs. As the bill mandates the processing and notifications regarding property tax refunds, it raises discussions about state reimbursement for the costs incurred by local agencies due to these new obligations. The debate underscores the ongoing tensions between state mandates and local governance, particularly concerning the allocation of resources and administrative responsibilities.

Companion Bills

No companion bills found.

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