California 2023-2024 Regular Session

California Senate Bill SB520

Introduced
2/14/23  
Introduced
2/14/23  
Refer
2/22/23  
Refer
2/22/23  
Refer
3/20/23  
Report Pass
5/3/23  
Report Pass
5/3/23  
Refer
5/3/23  
Refer
5/3/23  
Report Pass
5/18/23  
Report Pass
5/18/23  
Engrossed
5/25/23  
Engrossed
5/25/23  
Refer
6/8/23  
Refer
6/8/23  
Report Pass
7/11/23  
Report Pass
7/11/23  
Refer
7/11/23  
Refer
7/11/23  
Report Pass
9/1/23  
Report Pass
9/1/23  
Enrolled
9/14/23  
Chaptered
10/11/23  
Chaptered
10/11/23  
Passed
10/11/23  

Caption

Property taxation: homeowners’ exemption.

Impact

The impact of SB 520 extends significant clarifications to property tax exemptions that affect homeowners who may find themselves in unique living situations, such as hospitalization. By allowing these individuals to continue benefitting from tax exemptions, the legislation aims to relieve financial burdens during vulnerable times. The bill is especially pertinent for those recovering from serious health conditions or facing long-term care needs, reinforcing the principle that one’s permanent home status should not be compromised by temporary circumstances.

Summary

Senate Bill No. 520, introduced by Senator Seyarto, amends Section 218 of the Revenue and Taxation Code to expand the homeowners property tax exemption provisions in California. The bill establishes that if homeowners are unable to occupy their residences due to being confined to a hospital or other care facility, they will still be deemed to occupy the dwelling as their principal place of residence. This provision is contingent upon the absence being temporary, the intent to return when able, and the property not being rented out to unauthorized persons.

Sentiment

Overall, the sentiment surrounding SB 520 appears favorable among legislators, with a vote reflecting unanimous support. Advocates for the bill argue that it offers necessary protections for vulnerable homeowners and supports stability within communities by enabling residents to retain their housing and tax benefits even when facing significant health challenges. There may, however, be some concerns about how the bill will be implemented and whether it will easily integrate into existing tax legislation processes.

Contention

While there is strong support for SB 520, concerns may arise around the potential complications in defining and verifying the situations where homeowners are deemed to be occupying their homes despite physical absence. Debates could center on ensuring that the provisions protect against abuse of the exemption, maintaining a balance between supporting homeowners in need while preventing possible exploitation of tax exemptions.

Companion Bills

No companion bills found.

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