Senate Bill 1418

CODING: Words stricken are deletions; words underlined are additions.



    Florida Senate - 1998                                  SB 1418

    By Senators Meadows, Casas, Gutman, Turner and Klein





    30-749-98                                               See HB

  1                      A bill to be entitled

  2         An act relating to the state lotteries;

  3         creating s. 24.1153, F.S.; authorizing the

  4         assignment of certain prizes pursuant to a

  5         court order and providing requirements

  6         therefor; providing for the securing of funds

  7         offset for child support payments or debts owed

  8         to a state agency; exempting the Department of

  9         the Lottery from liability upon payment of an

10         assigned prize; authorizing a fee to defray the

11         administrative expenses associated with such

12         assignments; providing circumstances under

13         which such court orders may no longer be

14         issued; amending ss. 24.115 and 24.118, F.S.,

15         relating to payment of prizes and unlawful

16         assignment or transfer of a right to claim a

17         prize, to conform; providing an effective date.

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19  Be It Enacted by the Legislature of the State of Florida:

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21         Section 1.  Section 24.1153, Florida Statutes, is

22  created to read:

23         24.1153  Assignment of prizes payable in installments

24  over time.--

25         (1)  The right of any person to receive payments under

26  a prize that is paid in installments over time by the

27  department may be voluntarily assigned, in whole or in part,

28  if the assignment is made to a person or entity designated

29  pursuant to an order of a court of competent jurisdiction

30  located in the judicial district where the assigning prize

31  winner resides or where the headquarters of the department is

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CODING: Words stricken are deletions; words underlined are additions.






    Florida Senate - 1998                                  SB 1418
    30-749-98                                               See HB




  1  located. A court shall issue an order approving a voluntary

  2  assignment and directing the department to make prize payments

  3  in whole or in part to the designated assignee, if and only if

  4  all of the following conditions have been met:

  5         (a)  The assignment is in writing, is executed by the

  6  assignor, and is by its terms subject to the laws of this

  7  state; and

  8         (b)  The assignor provides a sworn affidavit attesting

  9  that he or she:

10         1.  Is of sound mind, is in full command of his or her

11  faculties, and is not acting under duress;

12         2.  Has been advised regarding the assignment by his or

13  her own independent legal counsel and has had the opportunity

14  to receive independent financial and tax advice concerning the

15  effects of the assignment;

16         3.  Understands that he or she will not receive the

17  prize payments or portions thereof for the years assigned;

18         4.  Understands and agrees that with regard to the

19  assigned payments the department, and its respective officials

20  and employees, will have no further liability or

21  responsibility to make the assigned payments to him or her;

22         5.  Has been provided with a one-page written

23  disclosure statement setting forth, in bold type of not less

24  than 14 points, the payments being assigned, by amounts and

25  payment dates; the purchase price being paid; the rate of

26  discount to present value, assuming daily compounding and

27  funding on the contract date; and the amount, if any, of any

28  origination or closing fees that will be charged to him or

29  her; and

30         6.  Was advised in writing, at the time he or she

31  signed the assignment contract, that he or she had the right

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CODING: Words stricken are deletions; words underlined are additions.






    Florida Senate - 1998                                  SB 1418
    30-749-98                                               See HB




  1  to cancel the contract, without any further obligation, within

  2  3 business days following the date on which the contract was

  3  signed.

  4         (2)  In accordance with the provisions of s. 24.115(4),

  5  a voluntary assignment may not include or cover payments or

  6  portions of payments that are subject to offset on account of

  7  a defaulted or delinquent child support obligation or on

  8  account of a debt owed to a state agency, unless appropriate

  9  provision is made in the court order to satisfy the

10  obligations giving rise to the offset.

11         (3)  The department, and its respective officials and

12  employees, shall be discharged of all liability upon payment

13  of an assigned prize under this section.

14         (4)  The department may establish a reasonable fee to

15  defray any administrative expenses associated with assignments

16  made under this section, including the cost to the department

17  of any processing fee that may be imposed by a private annuity

18  provider. The fee amount shall reflect the direct and indirect

19  costs associated with processing such assignments.

20         (5)  If at any time the federal Internal Revenue

21  Service or a court of competent jurisdiction issues a

22  determination letter, revenue ruling, other public ruling of

23  the Internal Revenue Service, or published decision to any

24  state lottery or prize winner of any state lottery declaring

25  that the voluntary assignment of prizes will affect the

26  federal income tax treatment of prize winners who do not

27  assign their prizes, the secretary of the department shall

28  immediately file a copy of that letter, ruling, or published

29  decision with the Secretary of State and the Office of the

30  State Courts Administrator. A court may not issue an order

31  authorizing a voluntary assignment under this section after

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    Florida Senate - 1998                                  SB 1418
    30-749-98                                               See HB




  1  the date any such ruling, letter, or published decision is

  2  filed.

  3         Section 2.  Paragraph (a) of subsection (1) of section

  4  24.115, Florida Statutes, is amended to read:

  5         24.115  Payment of prizes.--

  6         (1)  The department shall promulgate rules to establish

  7  a system of verifying the validity of tickets claimed to win

  8  prizes and to effect payment of such prizes; however:

  9         (a)  The right of any person to a prize, other than a

10  prize that is payable in installments over time, is shall not

11  be assignable. However, any a prize, to the extent it has not

12  already been assigned or encumbered, may be paid to the estate

13  of a deceased prize winner or to a person designated pursuant

14  to an appropriate court judicial order. A prize that is

15  payable in installments over time is assignable, but only

16  pursuant to an appropriate court order as provided in s.

17  24.1153.

18         Section 3.  Subsection (2) of section 24.118, Florida

19  Statutes, is amended to read:

20         24.118  Other prohibited acts; penalties.--

21         (2)  UNLAWFUL ASSIGNMENT OR TRANSFER OF RIGHT TO CLAIM

22  PRIZE.--Except as authorized by s. 24.1153, any person who

23  induces another to assign or transfer his or her right to

24  claim a prize, who offers for sale his or her right to claim a

25  prize, or who offers for compensation to claim the prize of

26  another is guilty of a misdemeanor of the first degree,

27  punishable as provided in s. 775.082 or s. 775.083.

28         Section 4.  This act shall take effect July 1 of the

29  year in which enacted.

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    Florida Senate - 1998                                  SB 1418
    30-749-98                                               See HB




  1            *****************************************

  2                          HOUSE SUMMARY

  3
      Authorizes the assignment, in whole or in part, of
  4    lottery prizes that are paid in installments over time.
      Requires a court order for such assignment and provides
  5    requirements to secure such a court order. Prohibits the
      assignment of moneys required to be paid for child
  6    support or to cover any debt owed to a state agency.
      Exempts the Department of the Lottery from liability upon
  7    payment of an assigned prize. Authorizes a fee to defray
      the administrative expenses associated with such
  8    assignments. Provides circumstances under which such
      court orders may no longer be issued. See bill for
  9    details.

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