House Bill hb0023C

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    Florida House of Representatives - 2001                HB 23-C

        By Representative Maygarden






  1                      A bill to be entitled

  2         An act relating to intangible personal property

  3         taxes; repealing ss. 199.032, 199.033, 199.042,

  4         199.052, 199.057, 199.062, 199.103, 199.1055,

  5         199.106, 199.175, and 199.185, F.S., which

  6         impose an annual tax on intangible personal

  7         property and provide for the administration and

  8         collection thereof, effective January 1, 2004;

  9         amending s. 199.012, F.S.; revising the short

10         title of chapter 199, F.S.; amending s.

11         199.023, F.S.; eliminating definitions;

12         amending ss. 199.133, 199.183, 199.218,

13         199.232, 199.282, and 199.292, F.S., relating

14         to levy of the nonrecurring tax, exemptions,

15         records, departmental powers, penalties, and

16         disposition of tax revenues, to remove

17         references to the annual tax; amending ss.

18         192.091, 196.199, 196.1993, 201.23, 212.02,

19         213.053, 213.054, 213.27, 213.31, 215.555,

20         220.1845, 288.039, 288.1045, 288.106, 288.1066,

21         376.30781, 650.05, and 655.071, F.S., to

22         conform; repealing ss. 192.032(5), 192.042(3),

23         193.114(4), 196.015(9), 607.1622(1)(g), and

24         733.702(5), F.S., relating to assessment of

25         intangible personal property, the intangible

26         personal property tax roll, filing of

27         intangible tax returns as a factor in

28         determining residency, intangible tax liability

29         information in a corporation's annual report,

30         and authority of the Department of Revenue to

31         file a claim against a decendent's estate for

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  1         intangible taxes due; amending s. 192.0105,

  2         F.S.; correcting a reference; providing

  3         authority for the assessment and collection of

  4         tax imposed under chapter 199, F.S., prior to

  5         January 1, 2004; providing for emergency rules;

  6         providing effective dates.

  7

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

  9

10         Section 1.  Section 199.012, Florida Statutes, is

11  amended to read:

12         199.012  Short title.--This chapter shall be known and

13  may be cited as the "Nonrecurring Intangible Personal Property

14  Tax Act."

15         Section 2.  Section 199.023, Florida Statutes, is

16  amended to read:

17         199.023  Definitions.--As used in this chapter:

18         (1)  "Intangible personal property" means all personal

19  property which is not in itself intrinsically valuable, but

20  which derives its chief value from that which it represents,

21  including, but not limited to, the following:

22         (a)  All stocks or shares of incorporated or

23  unincorporated companies, business trusts, and mutual funds.

24         (b)  all notes, bonds, and other obligations for the

25  payment of money.

26         (c)  All condominium and cooperative apartment leases

27  of recreation facilities, land leases, and leases of other

28  commonly used facilities.

29         (d)  Except for any leasehold or other possessory

30  interest described in s. 4(a), Art. VII of the State

31  Constitution or s. 196.199(7), all leasehold or other

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  1  possessory interests in real property owned by the United

  2  States, the state, any political subdivision of the state, any

  3  municipality of the state, or any agency, authority, and other

  4  public body corporate of the state, which are undeveloped or

  5  predominantly used for residential or commercial purposes and

  6  upon which rental payments are due.

  7         (2)  "Money" includes, without limitation, United

  8  States legal tender, certificates of deposit, cashier's and

  9  certified checks, bills of exchange, drafts, the cash

10  equivalent of annuities and life insurance policies, and

11  similar instruments, which are held by a taxpayer, or

12  deposited with or held by a banking organization or any other

13  person.

14         (2)(3)  "Person" means any individual, firm,

15  partnership, joint adventure, syndicate, or other group or

16  combination acting as a unit, association, corporation,

17  estate, trust, business trust, trustee, personal

18  representative, receiver, or other fiduciary and includes the

19  plural as well as the singular.

20         (3)(4)  "Taxpayer" means any person liable for taxes

21  imposed under this chapter and the heirs, successors,

22  assignees, and transferees of any such person.

23         (4)(5)  "Department" means the Department of Revenue.

24         (5)(6)  "In the state" means within the exterior limits

25  of Florida.

26         (7)  A resident has a "beneficial interest" in a trust

27  if the resident has a vested interest, even if subject to

28  divestment, which includes at least a current right to income

29  and either a power to revoke the trust or a general power of

30  appointment, as defined in 26 U.S.C. s. 2041(b)(1).

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  1         (8)  "Affiliated group" means one or more chains of

  2  corporations or limited liability companies connected through

  3  stock ownership or membership interest in a limited liability

  4  company with a common parent corporation or limited liability

  5  company, for which:

  6         (a)  Stock or membership interest in a limited

  7  liability company possessing at least 80 percent of the voting

  8  power of all classes of stock or membership interest in a

  9  limited liability company and at least 80 percent of each

10  class of the nonvoting stock or membership interest in a

11  limited liability company of each corporation or limited

12  liability company, except for the common parent corporation or

13  limited liability company, is owned directly by one or more of

14  the other corporations or limited liability companies; and

15         (b)  The common parent corporation or limited liability

16  company directly owns stock or membership interest in a

17  limited liability company possessing at least 80 percent of

18  the voting power of all classes of stock or membership

19  interest in a limited liability company and at least 80

20  percent of each class of the nonvoting stock or membership

21  interest in a limited liability company of at least one of the

22  other corporations or limited liability companies.

23

24  As used in this subsection, the terms "nonvoting stock" and

25  "membership interest in a limited liability company" do not

26  include nonvoting stock or membership interest in a limited

27  liability company which is limited and preferred as to

28  dividends. For purposes of this chapter, a common parent may

29  be a corporation or a limited liability company.

30         (9)  "Banking organization" means:

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  1         (a)  A bank organized and existing under the laws of

  2  this state;

  3         (b)  A national bank organized and existing pursuant to

  4  the provisions of the National Bank Act, 12 U.S.C. ss. 21 et

  5  seq., and maintaining its principal office in this state;

  6         (c)  An Edge Act corporation organized pursuant to the

  7  provisions of s. 25(a) of the Federal Reserve Act, 12 U.S.C.

  8  ss. 611 et seq., and maintaining an office in this state;

  9         (d)  An international bank agency licensed pursuant to

10  the laws of this state;

11         (e)  A federal agency licensed pursuant to ss. 4 and 5

12  of the International Banking Act of 1978 to maintain an office

13  in this state;

14         (f)  A savings association organized and existing under

15  the laws of this state;

16         (g)  A federal association organized and existing

17  pursuant to the provisions of the Home Owners' Loan Act of

18  1933, 12 U.S.C. ss. 1461 et seq., and maintaining its

19  principal office in this state; or

20         (h)  A Florida export finance corporation organized and

21  existing pursuant to the provisions of part V of chapter 288.

22         (10)  "International banking facility" means a set of

23  asset and liability accounts segregated on the books and

24  records of a banking organization that includes only

25  international banking facility deposits, borrowings, and

26  extensions of credit as those terms are defined pursuant to s.

27  655.071(2).

28         (11)  "International banking transaction" means:

29         (a)  The financing of the exportation from, or the

30  importation into, the United States or between jurisdictions

31  abroad of tangible personal property or services;

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  1         (b)  The financing of the production, preparation,

  2  storage, or transportation of tangible personal property or

  3  services which are identifiable as being directly and solely

  4  for export from, or import into, the United States or between

  5  jurisdictions abroad;

  6         (c)  The financing of contracts, projects, or

  7  activities to be performed substantially abroad, except those

  8  transactions secured by a mortgage, deed of trust, or other

  9  lien upon real property located in the state;

10         (d)  The receipt of deposits or borrowings or the

11  extensions of credit by an international banking facility,

12  except the loan or deposit of funds secured by mortgage, deed

13  of trust, or other lien upon real property located in the

14  state; or

15         (e)  Entering into foreign exchange trading or hedging

16  transactions in connection with the activities described in

17  paragraph (d).

18         (12)  "Abroad" means in one or more foreign nations; in

19  the colonies, dependencies, possessions, or territories of a

20  foreign nation or of the United States; or in the Commonwealth

21  of Puerto Rico.

22         (13)  "Ministerial function" means an act the

23  performance of which does not involve the use of discretion or

24  judgment.

25         (14)  "Processing activity" means an activity

26  undertaken to administer or service intangible personal

27  property in accordance with such terms, guidelines, criteria,

28  or directions as are provided solely by the owner of the

29  property. Methods, systems, or techniques chosen by the

30  processor to implement such terms, guidelines, criteria, or

31

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  1  directions are not considered the exercise of management or

  2  control.

  3         Section 3.  Sections 199.032, 199.033, 199.042,

  4  199.052, 199.057, 199.062, 199.103, 199.1055, 199.106,

  5  199.175, and 199.185, Florida Statutes, are repealed.

  6         Section 4.  Section 199.133, Florida Statutes, is

  7  amended to read:

  8         199.133  Levy of nonrecurring tax; relationship to

  9  annual tax.--

10         (1)  A one-time nonrecurring tax of 2 mills is hereby

11  imposed on each dollar of the just valuation of all notes,

12  bonds, and other obligations for payment of money which are

13  secured by mortgage, deed of trust, or other lien upon real

14  property situated in this state.  This tax shall be assessed

15  and collected as provided by this chapter.

16         (2)  The nonrecurring tax shall apply to a note, bond,

17  or other obligation for payment of money only to the extent it

18  is secured by mortgage, deed of trust, or other lien upon real

19  property situated in this state.  Where a note, bond, or other

20  obligation is secured by personal property or by real property

21  situated outside this state, as well as by mortgage, deed of

22  trust, or other lien upon real property situated in this

23  state, then the nonrecurring tax shall apply to that portion

24  of the note, bond, or other obligation which bears the same

25  ratio to the entire principal balance of the note, bond, or

26  other obligation as the value of the real property situated in

27  this state bears to the value of all of the security; however,

28  if the security is solely made up of personal property and

29  real property situated in this state, the taxpayer may elect

30  to apportion the taxes based upon the value of the collateral,

31  if any, to which the taxpayer by law or contract must look

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  1  first for collection.  In no event shall the portion of the

  2  note, bond, or other obligation which is subject to the

  3  nonrecurring tax exceed in value the value of the real

  4  property situated in this state which is the security.  The

  5  portion of a note, bond, or other obligation which is not

  6  subject to the nonrecurring tax shall be subject to the annual

  7  tax unless otherwise exempt.

  8         Section 5.  Section 199.183, Florida Statutes, is

  9  amended to read:

10         199.183  Taxpayers exempt from annual and nonrecurring

11  tax taxes.--

12         (1)  Intangible personal property owned by this state

13  or any of its political subdivisions or municipalities shall

14  be exempt from taxation under this chapter. This exemption

15  does not apply to:

16         (a)  Any leasehold or other interest that is described

17  in s. 199.023(1)(d).

18         (b)  property related to the provision of two-way

19  telecommunications services to the public for hire by the use

20  of a telecommunications facility, as defined in s. 364.02(13),

21  and for which a certificate is required under chapter 364,

22  when such service is provided by any county, municipality, or

23  other political subdivision of the state. Any immunity of any

24  political subdivision of the state or other entity of local

25  government from taxation of the property used to provide

26  telecommunication services that is taxed as a result of this

27  subsection paragraph is hereby waived. However, intangible

28  personal property related to the provision of such

29  telecommunications services provided by the operator of a

30  public-use airport, as defined in s. 332.004, for the

31  operator's provision of telecommunications services for the

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  1  airport or its tenants, concessionaires, or licensees, and

  2  intangible personal property related to the provision of such

  3  telecommunications services provided by a public hospital, are

  4  exempt from taxation under this chapter.

  5         (2)  Intangible personal property owned by nonprofit

  6  religious, nonprofit educational, or nonprofit charitable

  7  institutions shall be exempt from taxation under this chapter.

  8  This exemption shall be strictly defined, limited, and applied

  9  in each category as follows:

10         (a)  "Religious institutions" means churches and

11  ecclesiastical or denominational organizations having

12  established physical places for worship in this state at which

13  nonprofit religious services and activities are regularly

14  conducted, as well as church cemeteries.

15         (b)  "Educational institutions" means only:

16         1.  Public or nonprofit private schools, colleges, or

17  universities conducting regular classes and courses of study

18  required for accreditation by, or membership in, the Southern

19  Association of Colleges and Schools, Department of Education,

20  or the Florida Council of Independent Schools; or

21         2.  Nonprofit libraries, art galleries, and museums

22  open to the public.

23         (c)  "Charitable institutions" means only:

24         1.  Nonprofit corporations operating physical

25  facilities in this state at which are provided charitable

26  services, a reasonable percentage of which shall be without

27  cost to those unable to pay; or

28         2.  Those institutions qualified as charitable under s.

29  501(c)(3) of the United States Internal Revenue Code of 1954.

30

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  1  Intangible personal property shall not be deemed to be owned

  2  by such exempt institutions if it is held in a trust of any

  3  kind under which the institution has no present interest in

  4  the trust principal except the right to compel the performance

  5  of the trust agreement.

  6         (3)  Every national bank having its principal place of

  7  business in another state, but operating a credit card credit

  8  application processing, customer service, or collection

  9  operation in this state, that is not considered a bank under

10  the provisions of 12 U.S.C. s. 1841(c)(2)(F), is exempt from

11  paying the tax imposed by this chapter on credit card

12  receivables owed to the bank by credit card holders domiciled

13  outside this state.

14         (4)  Intangible personal property that is owned,

15  managed, or controlled by a trustee of a trust is exempt from

16  annual tax under this chapter. This exemption does not exempt

17  from annual tax a resident of this state who has a taxable

18  beneficial interest, as defined in s. 199.023, in a trust.

19         Section 6.  Effective January 1, 2007, section 199.218,

20  Florida Statutes, is amended to read:

21         199.218  Books and records.--

22         (1)  Each taxpayer shall retain all books and other

23  records necessary to identify the taxpayer's intangible

24  personal property subject to tax under this chapter and to

25  determine any tax due under this chapter, as well as all books

26  and other records otherwise required by rule of the department

27  with respect to any such tax, until the department's power to

28  make an assessment with respect to such tax has terminated

29  under s. 95.091(3).

30         (2)  Each corporation and broker subject to the

31  provisions of s. 199.062 shall preserve all books and other

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  1  records relating to the information reported under s. 199.062

  2  or otherwise required by rule of the department for a period

  3  of 3 years from the due date of the report.

  4         Section 7.  Effective January 1, 2007, section 199.232,

  5  Florida Statutes, is amended to read:

  6         199.232  Powers of department.--

  7         (1)(a)  The department may audit the books and records

  8  of any person to determine whether the an annual tax or a

  9  nonrecurring tax has been properly paid.

10         (b)  An audit is commenced by service in person or by

11  certified mail of a written notice to the taxpayer of intent

12  to audit.

13         (2)  The department may inspect all records of the

14  taxpayer which may be relevant to the audit, and the

15  department may compel the testimony of the taxpayer under oath

16  or affirmation. The department may also issue subpoenas to

17  compel the testimony of third parties under oath or

18  affirmation and the production of records and other evidence

19  held by third parties, including corporations and brokers. Any

20  duly authorized representative of the department may

21  administer an oath or affirmation. If the taxpayer fails to

22  give testimony or to produce any requested records, or if a

23  third party fails to comply with a subpoena, any circuit court

24  having jurisdiction over the taxpayer or third party may, upon

25  application of the department, issue such orders as are

26  necessary to secure compliance.

27         (3)  With or without an audit, the department may

28  assess any tax deficiency resulting from nonpayment or

29  underpayment of the tax, as well as any applicable interest

30  and penalties. The department shall assess on the basis of the

31  best information available to it, including estimates based on

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  1  the best information available to it if the taxpayer fails to

  2  permit inspection of the taxpayer's records, fails to file an

  3  annual return, files a grossly incorrect return, or files a

  4  false and fraudulent return.

  5         (4)  Following an assessment, the department shall

  6  collect the assessed amount from the taxpayer. The assessment

  7  is considered prima facie correct, and the taxpayer has the

  8  burden of showing any error in the assessment.

  9         (5)  The department shall credit or refund any

10  overpayment of tax that is revealed on an audit or for which a

11  claim for refund is filed. A claim for refund may be filed

12  within the period specified in s. 215.26(2). It must be filed

13  by the taxpayer, or the taxpayer's heirs, personal

14  representatives, successors, or assigns, and must include the

15  information required by the department.

16         (6)  In its discretion, the department may, for

17  reasonable cause, grant extensions of time not to exceed 3

18  months for paying any tax due, or for filing any return or

19  report required, under this chapter.

20         (6)(7)(a)  If it appears, upon examination of an

21  intangible tax return made under this chapter or upon proof

22  submitted to the department by the taxpayer, that an amount of

23  intangible personal property tax has been paid in excess of

24  the amount due, the department shall refund the amount of the

25  overpayment to the taxpayer by a warrant of the Comptroller,

26  drawn upon the Treasurer. The department shall refund the

27  overpayment without regard to whether the taxpayer has filed a

28  written claim for a refund; however, the department may

29  request that the taxpayer file a statement affirming that the

30  taxpayer made the overpayment.

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  1         (b)  Notwithstanding paragraph (a), a refund of the

  2  intangible personal property tax may not be made nor is a

  3  taxpayer entitled to bring an action for a refund of the

  4  intangible personal property tax after the period specified in

  5  s. 215.26(2) has elapsed.

  6         (c)  If a refund issued by the department under this

  7  section is found to exceed the amount of refund legally due to

  8  the taxpayer, the provisions of s. 199.282 concerning

  9  penalties and interest do not apply if the taxpayer reimburses

10  the department for any overpayment within 60 days after the

11  taxpayer is notified that the overpayment was made.

12         Section 8.  Effective January 1, 2007, section 199.282,

13  Florida Statutes, is amended to read:

14         199.282  Penalties for violation of this chapter.--

15         (1)  Any person willfully violating or failing to

16  comply with any of the provisions of this chapter shall be

17  guilty of a felony of the third degree, punishable as provided

18  in s. 775.082, s. 775.083, or s. 775.084.

19         (2)  If any annual or nonrecurring tax is not paid by

20  the statutory due date, then despite any extension granted

21  under s. 199.232(6), interest shall run on the unpaid balance

22  from such due date until paid at the rate of 12 percent per

23  year.

24         (3)(a)  If any annual or nonrecurring tax is not paid

25  by the due date, a delinquency penalty shall be charged.  The

26  delinquency penalty shall be 10 percent of the delinquent tax

27  for each calendar month or portion thereof from the due date

28  until paid, up to a limit of 50 percent of the total tax not

29  timely paid.

30         (b)  If any annual tax return required by this chapter

31  is not filed by the due date, a penalty of 10 percent of the

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  1  tax due with the return shall be charged for each calendar

  2  month or portion thereof during which the return remains

  3  unfiled, up to a limit of 50 percent of the total tax due.

  4

  5  For any penalty assessed under this subsection, the combined

  6  total for all penalties assessed under paragraphs (a) and (b)

  7  shall not exceed 10 percent per calendar month, up to a limit

  8  of 50 percent of the total tax due.

  9         (4)  If an annual tax return is filed and property is

10  either omitted from it or undervalued, then a specific penalty

11  shall be charged.  The specific penalty shall be 10 percent of

12  the tax attributable to each omitted item or to each

13  undervaluation. No delinquency or late filing penalty shall be

14  charged with respect to any undervaluation.

15         (4)(5)  No mortgage, deed of trust, or other lien upon

16  real property situated in this state shall be enforceable in

17  any Florida court, nor shall any written evidence of such

18  mortgage, deed of trust, or other lien be recorded in any

19  public record of the state, until the nonrecurring tax imposed

20  by this chapter, including any taxes due on future advances,

21  has been paid and the clerk of circuit court collecting the

22  tax has noted its payment on the instrument or given other

23  receipt for it.  However, failure to pay the correct amount of

24  tax or failure of the clerk to note payment of the tax on the

25  instrument shall not affect the constructive notice given by

26  recording of the instrument.

27         (6)  Late reporting penalties shall be imposed as

28  follows:

29         (a)  A penalty of $100 upon any corporation which does

30  not timely file a written notice required under s.

31  199.057(2)(c) or s. 199.062(2).

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  1         (b)  An initial penalty of $10 per customer position

  2  statement, plus an additional penalty of the greater of 1

  3  percent of the initial penalty or $50 for each month or

  4  portion of a month, from the date due until filing is made,

  5  upon any security dealer or investment adviser who does not

  6  timely file or fails to file the statements required by s.

  7  199.062(3).  The submission of a position statement that does

  8  not comply with the department's specifications and

  9  instructions or the submission of an inaccurate position

10  statement is not a timely filing.  The department shall notify

11  any security dealer or investment adviser who fails to timely

12  file the required statements.  The minimum penalty imposed

13  upon a security dealer or investment adviser under this

14  paragraph is $100.

15         (5)(7)  Interest and penalties attributable to any tax

16  shall be deemed assessed when the tax is assessed.  Interest

17  and penalties shall be assessed and collected by the

18  department as provided in this chapter.  The department may

19  settle or compromise tax, interest, or penalties under the

20  provisions of s. 213.21.

21         (6)(8)  Any person who fails or refuses to pay the tax

22  imposed by this chapter file an annual return, or who fails or

23  refuses to make records available for inspection, when

24  requested to do so by the department is guilty of a

25  misdemeanor of the first degree, punishable as provided in s.

26  775.082 or s. 775.083.

27         (7)(9)  Any officer or director of a corporation who

28  has administrative control over the filing of a return or

29  payment of any tax due under this chapter and who willfully

30  directs any employee of the corporation to fail to file the

31  return or pay the tax due or to evade, defeat, or improperly

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  1  account for the tax due, in addition to any other penalties

  2  provided by law, shall be liable for a penalty equal to the

  3  amount of tax not paid as required by this chapter.  The

  4  filing of a protest based upon doubt as to liability for the

  5  tax shall not be deemed an attempt to evade or defeat the tax

  6  under this subsection.  The penalty imposed hereunder shall be

  7  abated to the extent the tax is paid and may be compromised by

  8  the executive director of the department as provided in s.

  9  213.21.  An assessment of penalty made pursuant to this

10  section shall be deemed prima facie correct in any judicial or

11  quasi-judicial proceeding brought to collect this penalty.

12         Section 9.  Section 199.292, Florida Statutes, is

13  amended to read:

14         199.292  Disposition of nonrecurring tax intangible

15  personal property taxes.--The nonrecurring All intangible

16  personal property tax taxes collected pursuant to this chapter

17  shall be placed in a special fund designated as the

18  "Intangible Tax Trust Fund."  The fund shall be disbursed as

19  follows:

20         (1)  Revenues derived from the annual tax on a

21  leasehold described in s. 199.023(1)(d) shall be returned to

22  the local school board for the county in which the property

23  subject to the leasehold is situated.

24         (1)(2)  There is hereby appropriated annually out of

25  the fund the amount necessary for the effective and efficient

26  administration and enforcement by the department of the

27  provisions of chapters 192, 193, 194, 195, 196, 197, and 198

28  and this chapter.

29         (2)(3)  Of the remaining tax intangible personal

30  property taxes collected, the balance shall be transferred to

31  the General Revenue Fund of the state.

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  1         Section 10.  Subsection (5) of section 192.091, Florida

  2  Statutes, is amended to read:

  3         192.091  Commissions of property appraisers and tax

  4  collectors.--

  5         (5)  Provided, that the provisions of this section

  6  shall not apply to commissions on intangible property taxes or

  7  drainage district or drainage subdistrict taxes.; and

  8         Section 11.  Paragraph (b) of subsection (2) of section

  9  196.199, Florida Statutes, is amended to read:

10         196.199  Government property exemption.--

11         (2)  Property owned by the following governmental units

12  but used by nongovernmental lessees shall only be exempt from

13  taxation under the following conditions:

14         (b)  Except as provided in paragraph (c), the exemption

15  provided by this subsection shall not apply to those portions

16  of a leasehold or other interest defined by s. 199.023(1)(d),

17  Florida Statutes, 2001, subject to the provisions of

18  subsection (7).  Such leasehold or other interest shall be

19  taxed only as intangible personal property pursuant to chapter

20  199 if rental payments are due in consideration of such

21  leasehold or other interest. If no rental payments are due

22  pursuant to the agreement creating such leasehold or other

23  interest, the leasehold or other interest shall be taxed as

24  real property.  Nothing in this paragraph shall be deemed to

25  exempt personal property, buildings, or other real property

26  improvements owned by the lessee from ad valorem taxation.

27         Section 12.  Section 196.1993, Florida Statutes, is

28  amended to read:

29         196.1993  Certain agreements with local governments for

30  use of public property; exemption.--Any agreement entered into

31  with a local governmental authority prior to January 1, 1969,

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  1  for use of public property, under which it was understood and

  2  agreed in a written instrument or by special act that no ad

  3  valorem real property taxes would be paid by the licensee or

  4  lessee, shall be deemed a license or management agreement for

  5  the use or management of public property. Such interest shall

  6  be deemed not to convey an interest in the property and shall

  7  not be subject to ad valorem real property taxation.  Nothing

  8  in this section shall be deemed to exempt such licensee from

  9  the ad valorem intangible tax and the ad valorem personal

10  property tax.

11         Section 13.  Subsection (4) of section 201.23, Florida

12  Statutes, is amended to read:

13         201.23  Foreign notes and other written obligations

14  exempt.--

15         (4)(a)  The excise taxes imposed by this chapter shall

16  not apply to the documents, notes, evidences of indebtedness,

17  financing statements, drafts, bills of exchange, or other

18  taxable items dealt with, made, issued, drawn upon, accepted,

19  delivered, shipped, received, signed, executed, assigned,

20  transferred, or sold by or to a banking organization, as

21  defined in s. 199.023(9), in the conduct of an international

22  banking transaction, as defined in s. 199.023(11).  Nothing in

23  this subsection shall be construed to change the application

24  of paragraph (2)(a).

25         (b)  As used in this subsection:

26         1.  "Banking organization" means:

27         a.  A bank organized and existing under the laws of

28  this state;

29         b.  A national bank organized and existing pursuant to

30  the provisions of the National Bank Act, 12 U.S.C. ss. 21 et

31  seq., and maintaining its principal office in this state;

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  1         c.  An Edge Act corporation organized pursuant to the

  2  provisions of s. 25(a) of the Federal Reserve Act, 12 U.S.C.

  3  ss. 611 et seq., and maintaining an office in this state;

  4         d.  An international bank agency licensed pursuant to

  5  the laws of this state;

  6         e.  A federal agency licensed pursuant to ss. 4 and 5

  7  of the International Banking Act of 1978 to maintain an office

  8  in this state;

  9         f.  A savings association organized and existing under

10  the laws of this state;

11         g.  A federal association organized and existing

12  pursuant to the provisions of the Home Owners' Loan Act of

13  1933, 12 U.S.C. ss. 1461 et seq., and maintaining its

14  principal office in this state; or

15         h.  A Florida export finance corporation organized and

16  existing pursuant to the provisions of part V of chapter 288.

17         2.  "International banking facility" means a set of

18  asset and liability accounts segregated on the books and

19  records of a banking organization that includes only

20  international banking facility deposits, borrowings, and

21  extensions of credit as those terms are defined pursuant to s.

22  655.071(2).

23         3.  "International banking transaction" means:

24         a.  The financing of the exportation from, or the

25  importation into, the United States or between jurisdictions

26  abroad of tangible personal property or services;

27         b.  The financing of the production, preparation,

28  storage, or transportation of tangible personal property or

29  services which are identifiable as being directly and solely

30  for export from, or import into, the United States or between

31  jurisdictions abroad;

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  1         c.  The financing of contracts, projects, or activities

  2  to be performed substantially abroad, except those

  3  transactions secured by a mortgage, deed of trust, or other

  4  lien upon real property located in the state;

  5         d.  The receipt of deposits or borrowings or the

  6  extensions of credit by an international banking facility,

  7  except the loan or deposit of funds secured by mortgage, deed

  8  of trust, or other lien upon real property located in the

  9  state; or

10         e.  Entering into foreign exchange trading or hedging

11  transactions in connection with the activities described in

12  sub-subparagraph d.

13         Section 14.  Subsection (19) of section 212.02, Florida

14  Statutes, is amended to read:

15         212.02  Definitions.--The following terms and phrases

16  when used in this chapter have the meanings ascribed to them

17  in this section, except where the context clearly indicates a

18  different meaning:

19         (19)  "Tangible personal property" means and includes

20  personal property which may be seen, weighed, measured, or

21  touched or is in any manner perceptible to the senses,

22  including electric power or energy, boats, motor vehicles and

23  mobile homes as defined in s. 320.01(1) and (2), aircraft as

24  defined in s. 330.27, and all other types of vehicles.  The

25  term "tangible personal property" does not include stocks,

26  bonds, notes, insurance, or other obligations or securities;

27  intangibles as defined by chapter 199, Florida Statutes, 2001

28  the intangible tax law of the state; or pari-mutuel tickets

29  sold or issued under the racing laws of the state.

30

31

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  1         Section 15.  Subsection (4), paragraphs (k) and (p) of

  2  subsection (7), and paragraph (a) of subsection (14) of

  3  section 213.053, Florida Statutes, are amended to read:

  4         213.053  Confidentiality and information sharing.--

  5         (4)  Nothing contained in this section shall prevent

  6  the department from publishing statistics so classified as to

  7  prevent the identification of particular accounts, reports,

  8  declarations, or returns or prevent the department from

  9  disclosing to the Comptroller the names and addresses of those

10  taxpayers who have claimed an exemption pursuant to s.

11  199.185(1)(i) or a deduction pursuant to s. 220.63(5).

12         (7)  Notwithstanding any other provision of this

13  section, the department may provide:

14         (k)  Payment information relative to chapters 199, 201,

15  212, 220, and 221 to the Office of Tourism, Trade, and

16  Economic Development in its administration of the tax refund

17  program for qualified defense contractors authorized by s.

18  288.1045 and the tax refund program for qualified target

19  industry businesses authorized by s. 288.106.

20         (p)  Information relative to ss. 199.1055, 220.1845,

21  and 376.30781 to the Department of Environmental Protection in

22  the conduct of its official business.

23

24  Disclosure of information under this subsection shall be

25  pursuant to a written agreement between the executive director

26  and the agency.  Such agencies, governmental or

27  nongovernmental, shall be bound by the same requirements of

28  confidentiality as the Department of Revenue.  Breach of

29  confidentiality is a misdemeanor of the first degree,

30  punishable as provided by s. 775.082 or s. 775.083.

31

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  1         (14)(a)  Notwithstanding any other provision of this

  2  section, the department shall, subject to the safeguards

  3  specified in paragraph (c), disclose to the Division of

  4  Corporations of the Department of State the name, address,

  5  federal employer identification number, and duration of tax

  6  filings with this state of all corporate or partnership

  7  entities which are not on file or have a dissolved status with

  8  the Division of Corporations and which have filed tax returns

  9  pursuant to either chapter 199 or chapter 220.

10         Section 16.  Section 213.054, Florida Statutes, is

11  amended to read:

12         213.054  Persons claiming tax exemptions or deductions;

13  annual report.--The Department of Revenue shall be responsible

14  for monitoring the utilization of tax exemptions and tax

15  deductions authorized pursuant to chapter 81-179, Laws of

16  Florida.  On or before September 1 of each year, the

17  department shall report to the Comptroller the names and

18  addresses of all persons who have claimed an exemption

19  pursuant to s. 199.185(1)(i) or a deduction pursuant to s.

20  220.63(5).

21         Section 17.  Effective January 1, 2007, section 213.27,

22  Florida Statutes, is amended to read:

23         213.27  Contracts with debt collection agencies and

24  certain vendors.--

25         (1)  The Department of Revenue may, for the purpose of

26  collecting any delinquent taxes due from a taxpayer, including

27  taxes for which a bill or notice has been generated, contract

28  with any debt collection agency or attorney doing business

29  within or without this state for the collection of such

30  delinquent taxes including penalties and interest thereon. The

31  department may also share confidential information pursuant to

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  1  the contract necessary for the collection of delinquent taxes

  2  and taxes for which a billing or notice has been generated.

  3  Contracts will be made pursuant to chapter 287.  The taxpayer

  4  must be notified by mail by the department, its employees, or

  5  its authorized representative 30 days prior to commencing any

  6  litigation to recover any delinquent taxes.  The taxpayer must

  7  be notified by mail by the department 30 days prior to the

  8  department assigning the collection of any taxes to the debt

  9  collection agency.

10         (2)  The department may enter into contracts with any

11  individual or business for the purpose of identifying

12  intangible personal property tax liability.  Contracts may

13  provide for the identification of assets subject to the tax on

14  intangible personal property, the determination of value of

15  such property, the requirement for filing a tax return and the

16  collection of taxes due, including applicable penalties and

17  interest thereon. The department may share confidential

18  information pursuant to the contract necessary for the

19  identification of taxable intangible personal property.

20  Contracts shall be made pursuant to chapter 287.  The taxpayer

21  must be notified by mail by the department 30 days prior to

22  the department assigning identification of intangible personal

23  property to an individual or business.

24         (2)(3)  Any contract may provide, in the discretion of

25  the executive director of the Department of Revenue, the

26  manner in which the compensation for such services will be

27  paid.  Under standards established by the department, such

28  compensation shall be added to the amount of the tax and

29  collected as a part thereof by the agency or deducted from the

30  amount of tax, penalty, and interest actually collected.

31

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  1         (3)(4)  All funds collected under the terms of the

  2  contract, less the fees provided in the contract, shall be

  3  remitted to the department within 30 days from the date of

  4  collection from a taxpayer.  Forms to be used for such purpose

  5  shall be prescribed by the department.

  6         (4)(5)  The department shall require a bond from the

  7  debt collection agency or the individual or business

  8  contracted with under subsection (2) not in excess of $100,000

  9  guaranteeing compliance with the terms of the contract.

10  However, a bond of $10,000 is required from a debt collection

11  agency if the agency does not actually collect and remit

12  delinquent funds to the department.

13         (5)(6)  The department may, for the purpose of

14  ascertaining the amount of or collecting any taxes due from a

15  person doing mail order business in this state, contract with

16  any auditing agency doing business within or without this

17  state for the purpose of conducting an audit of such mail

18  order business; however, such audit agency may not conduct an

19  audit on behalf of the department of any person domiciled in

20  this state, person registered for sales and use tax purposes

21  in this state, or corporation filing a Florida corporate tax

22  return, if any such person or corporation objects to such

23  audit in writing to the department and the auditing agency.

24  The department shall notify the taxpayer by mail at least 30

25  days before the department assigns the collection of such

26  taxes.

27         (6)(7)  Confidential information shared by the

28  department with debt collection or auditing agencies or

29  individuals or businesses with which the department has

30  contracted under subsection (2) is exempt from the provisions

31  of s. 119.07(1), and debt collection or auditing agencies and

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  1  individuals or businesses with which the department has

  2  contracted under subsection (2) shall be bound by the same

  3  requirements of confidentiality as the Department of Revenue.

  4  Breach of confidentiality is a misdemeanor of the first

  5  degree, punishable as provided by ss. 775.082 and 775.083.

  6         (7)(8)(a)  The executive director of the department may

  7  enter into contracts with private vendors to develop and

  8  implement systems to enhance tax collections where

  9  compensation to the vendors is funded through increased tax

10  collections.  The amount of compensation paid to a vendor

11  shall be based on a percentage of increased tax collections

12  attributable to the system after all administrative and

13  judicial appeals are exhausted, and the total amount of

14  compensation paid to a vendor shall not exceed the maximum

15  amount stated in the contract.

16         (b)  A person acting on behalf of the department under

17  a contract authorized by this subsection does not exercise any

18  of the powers of the department, except that the person is an

19  agent of the department for the purposes of developing and

20  implementing a system to enhance tax collection.

21         (c)  Disclosure of information under this subsection

22  shall be pursuant to a written agreement between the executive

23  director and the private vendors. The vendors shall be bound

24  by the same requirements of confidentiality as the department.

25  Breach of confidentiality is a misdemeanor of the first

26  degree, punishable as provided in s. 775.082 or s. 775.083.

27         Section 18.  Section 213.31, Florida Statutes, is

28  amended to read:

29         213.31  Corporation Tax Administration Trust

30  Fund.--There is hereby created in the State Treasury the

31  Corporation Tax Administration Trust Fund.  Moneys in the fund

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  1  are hereby appropriated to the Department of Revenue for the

  2  administration of taxes levied upon corporations, including,

  3  but not limited to, those imposed under chapter 199, chapter

  4  220, or chapter 221.

  5         Section 19.  Paragraph (c) of subsection (6) of section

  6  215.555, Florida Statutes, is amended to read:

  7         215.555  Florida Hurricane Catastrophe Fund.--

  8         (6)  REVENUE BONDS.--

  9         (c)  Florida Hurricane Catastrophe Fund Finance

10  Corporation.--

11         1.  In addition to the findings and declarations in

12  subsection (1), the Legislature also finds and declares that:

13         a.  The public benefits corporation created under this

14  paragraph will provide a mechanism necessary for the

15  cost-effective and efficient issuance of bonds. This mechanism

16  will eliminate unnecessary costs in the bond issuance process,

17  thereby increasing the amounts available to pay reimbursement

18  for losses to property sustained as a result of hurricane

19  damage.

20         b.  The purpose of such bonds is to fund reimbursements

21  through the Florida Hurricane Catastrophe Fund to pay for the

22  costs of construction, reconstruction, repair, restoration,

23  and other costs associated with damage to properties of

24  policyholders of covered policies due to the occurrence of a

25  hurricane.

26         c.  The efficacy of the financing mechanism will be

27  enhanced by the corporation's ownership of the assessments, by

28  the insulation of the assessments from possible bankruptcy

29  proceedings, and by covenants of the state with the

30  corporation's bondholders.

31

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  1         2.a.  There is created a public benefits corporation,

  2  which is an instrumentality of the state, to be known as the

  3  Florida Hurricane Catastrophe Fund Finance Corporation.

  4         b.  The corporation shall operate under a five-member

  5  board of directors consisting of the Governor or a designee,

  6  the Comptroller or a designee, the Treasurer or a designee,

  7  the director of the Division of Bond Finance of the State

  8  Board of Administration, and the chief operating officer of

  9  the Florida Hurricane Catastrophe Fund.

10         c.  The corporation has all of the powers of

11  corporations under chapter 607 and under chapter 617, subject

12  only to the provisions of this subsection.

13         d.  The corporation may issue bonds and engage in such

14  other financial transactions as are necessary to provide

15  sufficient funds to achieve the purposes of this section.

16         e.  The corporation may invest in any of the

17  investments authorized under s. 215.47.

18         f.  There shall be no liability on the part of, and no

19  cause of action shall arise against, any board members or

20  employees of the corporation for any actions taken by them in

21  the performance of their duties under this paragraph.

22         3.a.  In actions under chapter 75 to validate any bonds

23  issued by the corporation, the notice required by s. 75.06

24  shall be published only in Leon County and in two newspapers

25  of general circulation in the state, and the complaint and

26  order of the court shall be served only on the State Attorney

27  of the Second Judicial Circuit.

28         b.  The state hereby covenants with holders of bonds of

29  the corporation that the state will not repeal or abrogate the

30  power of the board to direct the Department of Insurance to

31  levy the assessments and to collect the proceeds of the

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  1  revenues pledged to the payment of such bonds as long as any

  2  such bonds remain outstanding unless adequate provision has

  3  been made for the payment of such bonds pursuant to the

  4  documents authorizing the issuance of such bonds.

  5         4.  The bonds of the corporation are not a debt of the

  6  state or of any political subdivision, and neither the state

  7  nor any political subdivision is liable on such bonds. The

  8  corporation does not have the power to pledge the credit, the

  9  revenues, or the taxing power of the state or of any political

10  subdivision. The credit, revenues, or taxing power of the

11  state or of any political subdivision shall not be deemed to

12  be pledged to the payment of any bonds of the corporation.

13         5.a.  The property, revenues, and other assets of the

14  corporation; the transactions and operations of the

15  corporation and the income from such transactions and

16  operations; and all bonds issued under this paragraph and

17  interest on such bonds are exempt from taxation by the state

18  and any political subdivision, including the intangibles tax

19  under chapter 199 and the income tax under chapter 220. This

20  exemption does not apply to any tax imposed by chapter 220 on

21  interest, income, or profits on debt obligations owned by

22  corporations other than the Florida Hurricane Catastrophe Fund

23  Finance Corporation.

24         b.  All bonds of the corporation shall be and

25  constitute legal investments without limitation for all public

26  bodies of this state; for all banks, trust companies, savings

27  banks, savings associations, savings and loan associations,

28  and investment companies; for all administrators, executors,

29  trustees, and other fiduciaries; for all insurance companies

30  and associations and other persons carrying on an insurance

31  business; and for all other persons who are now or may

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  1  hereafter be authorized to invest in bonds or other

  2  obligations of the state and shall be and constitute eligible

  3  securities to be deposited as collateral for the security of

  4  any state, county, municipal, or other public funds. This

  5  sub-subparagraph shall be considered as additional and

  6  supplemental authority and shall not be limited without

  7  specific reference to this sub-subparagraph.

  8         6.  The corporation and its corporate existence shall

  9  continue until terminated by law; however, no such law shall

10  take effect as long as the corporation has bonds outstanding

11  unless adequate provision has been made for the payment of

12  such bonds pursuant to the documents authorizing the issuance

13  of such bonds. Upon termination of the existence of the

14  corporation, all of its rights and properties in excess of its

15  obligations shall pass to and be vested in the state.

16         Section 20.  Section 220.1845, Florida Statutes, is

17  amended to read:

18         220.1845  Contaminated site rehabilitation tax

19  credit.--

20         (1)  AUTHORIZATION FOR TAX CREDIT; LIMITATIONS.--

21         (a)  A credit in the amount of 35 percent of the costs

22  of voluntary cleanup activity that is integral to site

23  rehabilitation at the following sites is allowed against any

24  tax due for a taxable year under this chapter:

25         1.  A drycleaning-solvent-contaminated site eligible

26  for state-funded site rehabilitation under s. 376.3078(3);

27         2.  A drycleaning-solvent-contaminated site at which

28  cleanup is undertaken by the real property owner pursuant to

29  s. 376.3078(11), if the real property owner is not also, and

30  has never been, the owner or operator of the drycleaning

31  facility where the contamination exists; or

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  1         3.  A brownfield site in a designated brownfield area

  2  under s. 376.80.

  3         (b)  A taxpayer, or multiple taxpayers working jointly

  4  to clean up a single site, may not receive more than $250,000

  5  per year in tax credits for each site voluntarily

  6  rehabilitated. Multiple taxpayers shall receive tax credits in

  7  the same proportion as their contribution to payment of

  8  cleanup costs. Subject to the same conditions and limitations

  9  as provided in this section, a municipality or county which

10  voluntarily rehabilitates a site may receive not more than

11  $250,000 per year in tax credits which it can subsequently

12  transfer subject to the provisions in paragraph (g)(h).

13         (c)  If the credit granted under this section is not

14  fully used in any one year because of insufficient tax

15  liability on the part of the corporation, the unused amount

16  may be carried forward for a period not to exceed 5 years. The

17  carryover credit may be used in a subsequent year when the tax

18  imposed by this chapter for that year exceeds the credit for

19  which the corporation is eligible in that year under this

20  section after applying the other credits and unused carryovers

21  in the order provided by s. 220.02(8).

22         (d)  A taxpayer that files a consolidated return in

23  this state as a member of an affiliated group under s.

24  220.131(1) may be allowed the credit on a consolidated return

25  basis up to the amount of tax imposed upon and paid by the

26  taxpayer that incurred the rehabilitation costs.

27         (e)  A taxpayer that receives credit under s. 199.1055

28  is ineligible to receive credit under this section in a given

29  tax year.

30         (e)(f)  A taxpayer that receives state-funded site

31  rehabilitation under s. 376.3078(3) for rehabilitation of a

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  1  drycleaning-solvent-contaminated site is ineligible to receive

  2  credit under this section for costs incurred by the taxpayer

  3  in conjunction with the rehabilitation of that site during the

  4  same time period that state-administered site rehabilitation

  5  was underway.

  6         (f)(g)  The total amount of the tax credits which may

  7  be granted under this section and s. 199.1055 is $2 million

  8  annually.

  9         (g)(h)1.  Tax credits that may be available under this

10  section to an entity eligible under s. 376.30781 may be

11  transferred after a merger or acquisition to the surviving or

12  acquiring entity and used in the same manner and with the same

13  limitations.

14         2.  The entity or its surviving or acquiring entity as

15  described in subparagraph 1., may transfer any unused credit

16  in whole or in units of no less than 25 percent of the

17  remaining credit.  The entity acquiring such credit may use it

18  in the same manner and with the same limitation as described

19  in this section. Such transferred credits may not be

20  transferred again although they may succeed to a surviving or

21  acquiring entity subject to the same conditions and

22  limitations as described in this section.

23         3.  In the event the credit provided for under this

24  section is reduced either as a result of a determination by

25  the Department of Environmental Protection or an examination

26  or audit by the Department of Revenue, such tax deficiency

27  shall be recovered from the first entity, or the surviving or

28  acquiring entity, to have claimed such credit up to the amount

29  of credit taken.  Any subsequent deficiencies shall be

30  assessed against any entity acquiring and claiming such

31

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  1  credit, or in the case of multiple succeeding entities in the

  2  order of credit succession.

  3         (h)(i)  In order to encourage completion of site

  4  rehabilitation at contaminated sites being voluntarily cleaned

  5  up and eligible for a tax credit under this section, the

  6  taxpayer may claim an additional 10 percent of the total

  7  cleanup costs, not to exceed $50,000, in the final year of

  8  cleanup as evidenced by the Department of Environmental

  9  Protection issuing a "No Further Action" order for that site.

10         (2)  FILING REQUIREMENTS.--Any corporation that wishes

11  to obtain credit under this section must submit with its

12  return a tax credit certificate approving partial tax credits

13  issued by the Department of Environmental Protection under s.

14  376.30781.

15         (3)  ADMINISTRATION; AUDIT AUTHORITY; TAX CREDIT

16  FORFEITURE.--

17         (a)  The Department of Revenue may adopt rules to

18  prescribe any necessary forms required to claim a tax credit

19  under this section and to provide the administrative

20  guidelines and procedures required to administer this section.

21         (b)  In addition to its existing audit and

22  investigation authority relating to chapter 199 and this

23  chapter, the Department of Revenue may perform any additional

24  financial and technical audits and investigations, including

25  examining the accounts, books, or records of the tax credit

26  applicant, which are necessary to verify the site

27  rehabilitation costs included in a tax credit return and to

28  ensure compliance with this section. The Department of

29  Environmental Protection shall provide technical assistance,

30  when requested by the Department of Revenue, on any technical

31  audits performed pursuant to this section.

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  1         (c)  It is grounds for forfeiture of previously claimed

  2  and received tax credits if the Department of Revenue

  3  determines, as a result of either an audit or information

  4  received from the Department of Environmental Protection, that

  5  a taxpayer received tax credits pursuant to this section to

  6  which the taxpayer was not entitled. In the case of fraud, the

  7  taxpayer shall be prohibited from claiming any future tax

  8  credits under this section or s. 199.1055.

  9         1.  The taxpayer is responsible for returning forfeited

10  tax credits to the Department of Revenue, and such funds shall

11  be paid into the General Revenue Fund of the state.

12         2.  The taxpayer shall file with the Department of

13  Revenue an amended tax return or such other report as the

14  Department of Revenue prescribes by rule and shall pay any

15  required tax within 60 days after the taxpayer receives

16  notification from the Department of Environmental Protection

17  pursuant to s. 376.30781 that previously approved tax credits

18  have been revoked or modified, if uncontested, or within 60

19  days after a final order is issued following proceedings

20  involving a contested revocation or modification order.

21         3.  A notice of deficiency may be issued by the

22  Department of Revenue at any time within 5 years after the

23  date the taxpayer receives notification from the Department of

24  Environmental Protection pursuant to s. 376.30781 that

25  previously approved tax credits have been revoked or modified.

26  If a taxpayer fails to notify the Department of Revenue of any

27  change in its tax credit claimed, a notice of deficiency may

28  be issued at any time. In either case, the amount of any

29  proposed assessment set forth in such notice of deficiency

30  shall be limited to the amount of any deficiency resulting

31

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  1  under this section from the recomputation of the taxpayer's

  2  tax for the taxable year.

  3         4.  Any taxpayer that fails to report and timely pay

  4  any tax due as a result of the forfeiture of its tax credit is

  5  in violation of this section and is subject to applicable

  6  penalty and interest.

  7         Section 21.  Paragraph (b) of subsection (2) of section

  8  288.039, Florida Statutes, is amended to read:

  9         288.039  Employing and Training our Youths (ENTRY).--

10         (2)  TAX REFUND; ELIGIBLE AMOUNTS.--

11         (b)  After entering into an employment/tax refund

12  agreement under subsection (3), an eligible business may

13  receive refunds for the following taxes or fees due and paid

14  by that business:

15         1.  Taxes on sales, use, and other transactions under

16  chapter 212.

17         2.  Corporate income taxes under chapter 220.

18         3.  Intangible personal property taxes under chapter

19  199.

20         3.4.  Emergency excise taxes under chapter 221.

21         4.5.  Excise taxes on documents under chapter 201.

22         5.6.  Ad valorem taxes paid, as defined in s.

23  220.03(1).

24         6.7.  Insurance premium taxes under s. 624.509.

25         7.8.  Occupational license fees under chapter 205.

26

27  However, an eligible business may not receive a refund under

28  this section for any amount of credit, refund, or exemption

29  granted to that business for any of such taxes or fees.  If a

30  refund for such taxes or fees is provided by the office, which

31  taxes or fees are subsequently adjusted by the application of

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  1  any credit, refund, or exemption granted to the eligible

  2  business other than as provided in this section, the business

  3  shall reimburse the office for the amount of that credit,

  4  refund, or exemption.  An eligible business shall notify and

  5  tender payment to the office within 20 days after receiving

  6  any credit, refund, or exemption other than the one provided

  7  in this section.

  8         Section 22.  Paragraph (f) of subsection (2) and

  9  paragraphs (b), (c), and (d) of subsection (3) of section

10  288.1045, Florida Statutes, are amended to read:

11         288.1045  Qualified defense contractor tax refund

12  program.--

13         (2)  GRANTING OF A TAX REFUND; ELIGIBLE AMOUNTS.--

14         (f)  After entering into a tax refund agreement

15  pursuant to subsection (4), a qualified applicant may receive

16  refunds from the Economic Development Trust Fund for the

17  following taxes due and paid by the qualified applicant

18  beginning with the applicant's first taxable year that begins

19  after entering into the agreement:

20         1.  Taxes on sales, use, and other transactions paid

21  pursuant to chapter 212.

22         2.  Corporate income taxes paid pursuant to chapter

23  220.

24         3.  Intangible personal property taxes paid pursuant to

25  chapter 199.

26         3.4.  Emergency excise taxes paid pursuant to chapter

27  221.

28         4.5.  Excise taxes paid on documents pursuant to

29  chapter 201.

30         5.6.  Ad valorem taxes paid, as defined in s.

31  220.03(1)(a) on June 1, 1996.

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  1

  2  However, a qualified applicant may not receive a tax refund

  3  pursuant to this section for any amount of credit, refund, or

  4  exemption granted such contractor for any of such taxes. If a

  5  refund for such taxes is provided by the office, which taxes

  6  are subsequently adjusted by the application of any credit,

  7  refund, or exemption granted to the qualified applicant other

  8  than that provided in this section, the qualified applicant

  9  shall reimburse the Economic Development Trust Fund for the

10  amount of such credit, refund, or exemption. A qualified

11  applicant must notify and tender payment to the office within

12  20 days after receiving a credit, refund, or exemption, other

13  than that provided in this section.

14         (3)  APPLICATION PROCESS; REQUIREMENTS; AGENCY

15  DETERMINATION.--

16         (b)  Applications for certification based on the

17  consolidation of a Department of Defense contract or a new

18  Department of Defense contract must be submitted to the office

19  as prescribed by the office and must include, but are not

20  limited to, the following information:

21         1.  The applicant's federal employer identification

22  number, the applicant's Florida sales tax registration number,

23  and a notarized signature of an officer of the applicant.

24         2.  The permanent location of the manufacturing,

25  assembling, fabricating, research, development, or design

26  facility in this state at which the project is or is to be

27  located.

28         3.  The Department of Defense contract numbers of the

29  contract to be consolidated, the new Department of Defense

30  contract number, or the "RFP" number of a proposed Department

31  of Defense contract.

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  1         4.  The date the contract was executed or is expected

  2  to be executed, and the date the contract is due to expire or

  3  is expected to expire.

  4         5.  The commencement date for project operations under

  5  the contract in this state.

  6         6.  The number of full-time equivalent jobs in this

  7  state which are or will be dedicated to the project during the

  8  year and the average wage of such jobs.

  9         7.  The total number of full-time equivalent employees

10  employed by the applicant in this state.

11         8.  The percentage of the applicant's gross receipts

12  derived from Department of Defense contracts during the 5

13  taxable years immediately preceding the date the application

14  is submitted.

15         9.  The amount of:

16         a.  Taxes on sales, use, and other transactions paid

17  pursuant to chapter 212;

18         b.  Corporate income taxes paid pursuant to chapter

19  220;

20         c.  Intangible personal property taxes paid pursuant to

21  chapter 199;

22         c.d.  Emergency excise taxes paid pursuant to chapter

23  221;

24         d.e.  Excise taxes paid on documents pursuant to

25  chapter 201; and

26         e.f.  Ad valorem taxes paid

27

28  during the 5 fiscal years immediately preceding the date of

29  the application, and the projected amounts of such taxes to be

30  due in the 3 fiscal years immediately following the date of

31  the application.

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  1         10.  The estimated amount of tax refunds to be claimed

  2  in each fiscal year.

  3         11.  A brief statement concerning the applicant's need

  4  for tax refunds, and the proposed uses of such refunds by the

  5  applicant.

  6         12.  A resolution adopted by the county commissioners

  7  of the county in which the project will be located, which

  8  recommends the applicant be approved as a qualified applicant,

  9  and which indicates that the necessary commitments of local

10  financial support for the applicant exist. Prior to the

11  adoption of the resolution, the county commission may review

12  the proposed public or private sources of such support and

13  determine whether the proposed sources of local financial

14  support can be provided or, for any applicant whose project is

15  located in a county designated by the Rural Economic

16  Development Initiative, a resolution adopted by the county

17  commissioners of such county requesting that the applicant's

18  project be exempt from the local financial support

19  requirement.

20         13.  Any additional information requested by the

21  office.

22         (c)  Applications for certification based on the

23  conversion of defense production jobs to nondefense production

24  jobs must be submitted to the office as prescribed by the

25  office and must include, but are not limited to, the following

26  information:

27         1.  The applicant's federal employer identification

28  number, the applicant's Florida sales tax registration number,

29  and a notarized signature of an officer of the applicant.

30         2.  The permanent location of the manufacturing,

31  assembling, fabricating, research, development, or design

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  1  facility in this state at which the project is or is to be

  2  located.

  3         3.  The Department of Defense contract numbers of the

  4  contract under which the defense production jobs will be

  5  converted to nondefense production jobs.

  6         4.  The date the contract was executed, and the date

  7  the contract is due to expire or is expected to expire, or was

  8  canceled.

  9         5.  The commencement date for the nondefense production

10  operations in this state.

11         6.  The number of full-time equivalent jobs in this

12  state which are or will be dedicated to the nondefense

13  production project during the year and the average wage of

14  such jobs.

15         7.  The total number of full-time equivalent employees

16  employed by the applicant in this state.

17         8.  The percentage of the applicant's gross receipts

18  derived from Department of Defense contracts during the 5

19  taxable years immediately preceding the date the application

20  is submitted.

21         9.  The amount of:

22         a.  Taxes on sales, use, and other transactions paid

23  pursuant to chapter 212;

24         b.  Corporate income taxes paid pursuant to chapter

25  220;

26         c.  Intangible personal property taxes paid pursuant to

27  chapter 199;

28         c.d.  Emergency excise taxes paid pursuant to chapter

29  221;

30         d.e.  Excise taxes paid on documents pursuant to

31  chapter 201; and

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  1         e.f.  Ad valorem taxes paid

  2

  3  during the 5 fiscal years immediately preceding the date of

  4  the application, and the projected amounts of such taxes to be

  5  due in the 3 fiscal years immediately following the date of

  6  the application.

  7         10.  The estimated amount of tax refunds to be claimed

  8  in each fiscal year.

  9         11.  A brief statement concerning the applicant's need

10  for tax refunds, and the proposed uses of such refunds by the

11  applicant.

12         12.  A resolution adopted by the county commissioners

13  of the county in which the project will be located, which

14  recommends the applicant be approved as a qualified applicant,

15  and which indicates that the necessary commitments of local

16  financial support for the applicant exist. Prior to the

17  adoption of the resolution, the county commission may review

18  the proposed public or private sources of such support and

19  determine whether the proposed sources of local financial

20  support can be provided or, for any applicant whose project is

21  located in a county designated by the Rural Economic

22  Development Initiative, a resolution adopted by the county

23  commissioners of such county requesting that the applicant's

24  project be exempt from the local financial support

25  requirement.

26         13.  Any additional information requested by the

27  office.

28         (d)  Applications for certification based on a contract

29  for reuse of a defense-related facility must be submitted to

30  the office as prescribed by the office and must include, but

31  are not limited to, the following information:

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  1         1.  The applicant's Florida sales tax registration

  2  number and a notarized signature of an officer of the

  3  applicant.

  4         2.  The permanent location of the manufacturing,

  5  assembling, fabricating, research, development, or design

  6  facility in this state at which the project is or is to be

  7  located.

  8         3.  The business entity holding a valid Department of

  9  Defense contract or branch of the Armed Forces of the United

10  States that previously occupied the facility, and the date

11  such entity last occupied the facility.

12         4.  A copy of the contract to reuse the facility, or

13  such alternative proof as may be prescribed by the office that

14  the applicant is seeking to contract for the reuse of such

15  facility.

16         5.  The date the contract to reuse the facility was

17  executed or is expected to be executed, and the date the

18  contract is due to expire or is expected to expire.

19         6.  The commencement date for project operations under

20  the contract in this state.

21         7.  The number of full-time equivalent jobs in this

22  state which are or will be dedicated to the project during the

23  year and the average wage of such jobs.

24         8.  The total number of full-time equivalent employees

25  employed by the applicant in this state.

26         9.  The amount of:

27         a.  Taxes on sales, use, and other transactions paid

28  pursuant to chapter 212.

29         b.  Corporate income taxes paid pursuant to chapter

30  220.

31

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  1         c.  Intangible personal property taxes paid pursuant to

  2  chapter 199.

  3         c.d.  Emergency excise taxes paid pursuant to chapter

  4  221.

  5         d.e.  Excise taxes paid on documents pursuant to

  6  chapter 201.

  7         e.f.  Ad valorem taxes paid during the 5 fiscal years

  8  immediately preceding the date of the application, and the

  9  projected amounts of such taxes to be due in the 3 fiscal

10  years immediately following the date of the application.

11         10.  The estimated amount of tax refunds to be claimed

12  in each fiscal year.

13         11.  A brief statement concerning the applicant's need

14  for tax refunds, and the proposed uses of such refunds by the

15  applicant.

16         12.  A resolution adopted by the county commissioners

17  of the county in which the project will be located, which

18  recommends the applicant be approved as a qualified applicant,

19  and which indicates that the necessary commitments of local

20  financial support for the applicant exist. Prior to the

21  adoption of the resolution, the county commission may review

22  the proposed public or private sources of such support and

23  determine whether the proposed sources of local financial

24  support can be provided or, for any applicant whose project is

25  located in a county designated by the Rural Economic

26  Development Initiative, a resolution adopted by the county

27  commissioners of such county requesting that the applicant's

28  project be exempt from the local financial support

29  requirement.

30         13.  Any additional information requested by the

31  office.

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  1         Section 23.  Paragraph (c) of subsection (2) of section

  2  288.106, Florida Statutes, is amended to read:

  3         288.106  Tax refund program for qualified target

  4  industry businesses.--

  5         (2)  TAX REFUND; ELIGIBLE AMOUNTS.--

  6         (c)  After entering into a tax refund agreement under

  7  subsection (4), a qualified target industry business may:

  8         1.  Receive refunds from the account for the following

  9  taxes due and paid by that business beginning with the first

10  taxable year of the business which begins after entering into

11  the agreement:

12         a.  Corporate income taxes under chapter 220.

13         b.  Insurance premium tax under s. 624.509.

14         2.  Receive refunds from the account for the following

15  taxes due and paid by that business after entering into the

16  agreement:

17         a.  Taxes on sales, use, and other transactions under

18  chapter 212.

19         b.  Intangible personal property taxes under chapter

20  199.

21         b.c.  Emergency excise taxes under chapter 221.

22         c.d.  Excise taxes on documents under chapter 201.

23         d.e.  Ad valorem taxes paid, as defined in s.

24  220.03(1).

25         Section 24.  Paragraph (c) of subsection (1) and

26  paragraph (d) of subsection (2) of section 288.1066, Florida

27  Statutes, are amended to read:

28         288.1066  Confidentiality of records.--

29         (1)  The following information when received by the

30  Office of Tourism, Trade, and Economic Development; Enterprise

31  Florida, Inc.; or county or municipal governmental entities

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  1  and their employees pursuant to the qualified defense

  2  contractor tax refund program as required by s. 288.1045 is

  3  confidential and exempt from the provisions of s. 119.07(1)

  4  and s. 24(a), Art. I of the State Constitution for a period

  5  not to exceed the duration of the tax refund agreement or 10

  6  years, whichever is earlier:

  7         (c)  The amount of:

  8         1.  Taxes on sales, use, and other transactions paid

  9  pursuant to chapter 212;

10         2.  Corporate income taxes paid pursuant to chapter

11  220;

12         3.  Intangible personal property taxes paid pursuant to

13  chapter 199;

14         3.4.  Emergency excise taxes paid pursuant to chapter

15  221; and

16         4.5.  Ad valorem taxes paid

17

18  during the 5 fiscal years immediately preceding the date of

19  the application, and the projected amounts of such taxes to be

20  due in the 3 fiscal years immediately following the date of

21  the application.

22         (2)  The following information when received by the

23  Office of Tourism, Trade, and Economic Development; Enterprise

24  Florida, Inc.; or county or municipal governmental entities

25  and their employees pursuant to the qualified target industry

26  tax refund program as required by s. 288.106 is confidential

27  and exempt from the provisions of s. 119.07(1) and s. 24(a),

28  Art. I of the State Constitution for a period not to exceed

29  the duration of the tax refund agreement or 10 years,

30  whichever is earlier:

31         (d)  The amount of:

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  1         1.  Taxes on sales, use, and other transactions paid

  2  pursuant to chapter 212;

  3         2.  Corporate income taxes paid pursuant to chapter

  4  220;

  5         3.  Intangible personal property taxes paid pursuant to

  6  chapter 199;

  7         3.4.  Emergency excise taxes paid pursuant to chapter

  8  221; and

  9         4.5.  Ad valorem taxes paid

10

11  during the 5 fiscal years immediately preceding the date of

12  the application, and the projected amounts of such taxes to be

13  due in the 3 fiscal years immediately following the date of

14  the application.

15         Section 25.  Paragraph (a) of subsection (2) and

16  subsections (3) and (12) of section 376.30781, Florida

17  Statutes, are amended to read:

18         376.30781  Partial tax credits for rehabilitation of

19  drycleaning-solvent-contaminated sites and brownfield sites in

20  designated brownfield areas; application process; rulemaking

21  authority; revocation authority.--

22         (2)(a)  A credit in the amount of 35 percent of the

23  costs of voluntary cleanup activity that is integral to site

24  rehabilitation at the following sites is allowed pursuant to

25  s. ss. 199.1055 and 220.1845:

26         1.  A drycleaning-solvent-contaminated site eligible

27  for state-funded site rehabilitation under s. 376.3078(3);

28         2.  A drycleaning-solvent-contaminated site at which

29  cleanup is undertaken by the real property owner pursuant to

30  s. 376.3078(11), if the real property owner is not also, and

31

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  1  has never been, the owner or operator of the drycleaning

  2  facility where the contamination exists; or

  3         3.  A brownfield site in a designated brownfield area

  4  under s. 376.80.

  5         (3)  The Department of Environmental Protection shall

  6  be responsible for allocating the tax credits provided for in

  7  s. ss. 199.1055 and 220.1845, not to exceed a total of $2

  8  million in tax credits annually.

  9         (12)  An owner, operator, or real property owner who

10  receives state-funded site rehabilitation under s. 376.3078(3)

11  for rehabilitation of a drycleaning-solvent-contaminated site

12  is ineligible to receive a tax credit under s. 199.1055 or s.

13  220.1845 for costs incurred by the taxpayer in conjunction

14  with the rehabilitation of that site during the same time

15  period that state-administered site rehabilitation was

16  underway.

17         Section 26.  Paragraph (b) of subsection (6) of section

18  650.05, Florida Statutes, is amended to read:

19         650.05  Plans for coverage of employees of political

20  subdivisions.--

21         (6)

22         (b)  The grants-in-aid and other revenue referred to in

23  paragraph (a) specifically include, but are not limited to,

24  minimum foundation program grants to public school districts

25  and community colleges; gasoline, motor fuel, intangible,

26  cigarette, racing, and insurance premium taxes distributed to

27  political subdivisions; and amounts specifically appropriated

28  as grants-in-aid for mental health, mental retardation, and

29  mosquito control programs.

30         Section 27.  Subsection (1) of section 655.071, Florida

31  Statutes, is amended to read:

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  1         655.071  International banking facilities; definitions;

  2  notice before establishment.--

  3         (1)(a)  "International banking facility" means a set of

  4  asset and liability accounts segregated on the books and

  5  records of a banking organization, as that term is defined in

  6  s. 199.023, that includes only international banking facility

  7  deposits, borrowings, and extensions of credit, as those terms

  8  shall be defined by the department pursuant to subsection (2).

  9         (b)  As used in this subsection, "banking organization"

10  means:

11         1.  A bank organized and existing under the laws of

12  this state;

13         2.  A national bank organized and existing pursuant to

14  the provisions of the National Bank Act, 12 U.S.C. ss. 21 et

15  seq., and maintaining its principal office in this state;

16         3.  An Edge Act corporation organized pursuant to the

17  provisions of s. 25(a) of the Federal Reserve Act, 12 U.S.C.

18  ss. 611 et seq., and maintaining an office in this state;

19         4.  An international bank agency licensed pursuant to

20  the laws of this state;

21         5.  A federal agency licensed pursuant to ss. 4 and 5

22  of the International Banking Act of 1978 to maintain an office

23  in this state;

24         6.  A savings association organized and existing under

25  the laws of this state;

26         7.  A federal association organized and existing

27  pursuant to the provisions of the Home Owners' Loan Act of

28  1933, 12 U.S.C. ss. 1461 et seq., and maintaining its

29  principal office in this state; or

30         8.  A Florida export finance corporation organized and

31  existing pursuant to the provisions of part V of chapter 288.

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  1         Section 28.  Subsection (5) of section 192.032,

  2  subsection (3) of section 192.042, subsection (4) of section

  3  193.114, subsection (9) of section 196.015, paragraph (g) of

  4  subsection (1) of section 607.1622, and subsection (5) of

  5  section 733.702, Florida Statutes, are repealed.

  6         Section 29.  Paragraph (a) of subsection (4) of section

  7  192.0105, Florida Statutes, is amended to read:

  8         192.0105  Taxpayer rights.--There is created a Florida

  9  Taxpayer's Bill of Rights for property taxes and assessments

10  to guarantee that the rights, privacy, and property of the

11  taxpayers of this state are adequately safeguarded and

12  protected during tax levy, assessment, collection, and

13  enforcement processes administered under the revenue laws of

14  this state. The Taxpayer's Bill of Rights compiles, in one

15  document, brief but comprehensive statements that summarize

16  the rights and obligations of the property appraisers, tax

17  collectors, clerks of the court, local governing boards, the

18  Department of Revenue, and taxpayers. The rights afforded

19  taxpayers to assure that their privacy and property are

20  safeguarded and protected during tax levy, assessment, and

21  collection are available only insofar as they are implemented

22  in other parts of the Florida Statutes or rules of the

23  Department of Revenue. The rights so guaranteed to state

24  taxpayers in the Florida Statutes and the departmental rules

25  include:

26         (4)  THE RIGHT TO CONFIDENTIALITY.--

27         (a)  The right to have information kept confidential,

28  including federal tax information, ad valorem tax returns,

29  social security numbers, all financial records produced by the

30  taxpayer, Form DR-219 returns for documentary stamp tax

31  information, and sworn statements of gross income, copies of

                                  48

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






    Florida House of Representatives - 2001                HB 23-C

    555-166-01C






  1  federal income tax returns for the prior year, wage and

  2  earnings statements (W-2 forms), and other documents (see ss.

  3  192.105, 193.074, 193.114(5)(6), 195.027(3) and (6), and

  4  196.101(4)(c)).

  5         Section 30.  All annual intangible personal property

  6  tax imposed under the provisions of chapter 199, Florida

  7  Statutes, for the calendar year 2003 and prior years shall

  8  remain in full force and effect during the period specified by

  9  s. 95.091, Florida Statutes, for the year in which the tax was

10  due. The Department of Revenue shall continue to assess and

11  collect all taxes due to the state under those provisions for

12  all periods available for assessment as provided for the year

13  in which the tax was due by s. 95.091, Florida Statutes.

14         Section 31.  (1)  The executive director of the

15  Department of Revenue is authorized, and all conditions are

16  deemed met, to adopt emergency rules under ss. 120.536(1) and

17  120.54, Florida Statutes, to implement this act.

18  Notwithstanding any other provision of law, such emergency

19  rules shall remain effective for 6 months after the date of

20  adoption and may be renewed during the pendency of procedures

21  to adopt rules addressing the subject of the emergency rules.

22         (2)  This section shall take effect upon this act

23  becoming a law.

24         Section 32.  Except as otherwise provided herein, this

25  act shall take effect January 1, 2004, and shall apply to tax

26  years beginning on and after that date.

27

28            *****************************************

29                          HOUSE SUMMARY

30
      Repeals the annual intangible personal property tax,
31    effective January 1, 2004.

                                  49

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