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CS/CS/CS/SB 2430: Taxation of Documents [WPSC]

GENERAL BILL by Policy and Steering Committee on Ways and Means ; Finance and Tax ; Judiciary ; Lawson ; Gelber

Taxation of Documents [WPSC]; (THIS BILL COMBINES CS/S2430 & S1960) Extends a future repeal date of provisions authorizing counties to levy a discretionary surtax on documents. Limits the percentage of surtax revenues that may be used for administrative costs. Imposes the excise tax on documents on certain transfers of ownership interests in a conduit entity. Exempts the transfer of shares or similar equity interests in such entity from the tax, etc.

Effective Date: 06/10/2009 except as otherwise provided
Last Action: 6/10/2009 - Approved by Governor; Chapter No. 2009-131; See also CS/SB 1750 (Ch. 2009-68)
Bill Text: Web Page | PDF

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  • Bill History

    Date Chamber Action
    2/27/2009 Senate • Filed
    3/12/2009 Senate • Referred to Judiciary; Finance and Tax; General Government Appropriations; Policy & Steering Committee on Ways and Means -SJ 00192
    3/19/2009 Senate • Introduced -SJ 00192
    3/20/2009 Senate • On Committee agenda-- Judiciary, 03/25/09, 10:15 am, 110-S
    3/25/2009 Senate • CS by Judiciary; YEAS 9 NAYS 0 -SJ 00252; CS read 1st time on 04/01/09 -SJ 00269
    3/27/2009 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
    3/30/2009 Senate • Original reference(s) removed: General Government Appropriations; Now in Finance and Tax -SJ 00252; On Committee agenda-- Finance and Tax, 03/31/09, 4:30 pm, 301-S --Temporarily postponed; On Committee agenda-- Finance and Tax, 04/01/09, 9:00 am, 301-S --Temporarily postponed; On Committee agenda-- Finance and Tax, 04/02/09, 1:15 pm, 301-S --Temporarily postponed
    4/1/2009 Senate • On Committee agenda-- Finance and Tax, 04/06/09, 11:15 am, 301-S
    4/6/2009 Senate • CS combines this bill with SB 1960 -SJ 00339; Combined CS additional reference(s): General Government Appropriations; Policy & Steering Committee on Ways and Means; CS/CS by Finance and Tax; YEAS 5 NAYS 0 -SJ 00339; CS read 1st time on 04/14/09 -SJ 00351; Remaining combined CS references: General Government Appropriations; Policy & Steering Committee on Ways and Means
    4/8/2009 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
    4/9/2009 Senate • Original reference(s) removed: General Government Appropriations; Now in Policy & Steering Committee on Ways and Means -SJ 00357
    4/14/2009 Senate • On Committee agenda-- Policy & Steering Committee on Ways and Means, 04/17/09, 8:00 am, 412-K
    4/17/2009 Senate • CS/CS/CS by- Policy & Steering Committee on Ways and Means; YEAS 19 NAYS 0 -SJ 00414; CS read 1st time on 04/21/09 -SJ 00435
    4/20/2009 Senate • Pending reference review -under Rule 4.7(2) - (Committee Substitute)
    4/21/2009 Senate • Placed on Calendar, on 2nd reading -SJ 00414
    4/24/2009 Senate • Placed on Special Order Calendar; Read 2nd time -SJ 00573; Amendment(s) adopted (504538, 479628, 436382, 321504) -SJ 00573; Ordered engrossed -SJ 00575
    4/27/2009 Senate • Read 3rd time -SJ 00609; Amendment(s) adopted (738406) -SJ 00610; CS passed as amended (738406); YEAS 38 NAYS 1 -SJ 00610
    4/27/2009 House • In Messages; Received, referred to Calendar -HJ 01021
    4/28/2009 House • Placed on Special Order Calendar; Read 2nd time -HJ 01042; Substituted for CS/HB 283 -HJ 01043; Amendment(s) adopted -HJ 01043
    4/29/2009 House • Read 3rd time -HJ 01113; Amendment(s) adopted -HJ 01113; Amendment(s) failed -HJ 01116; CS passed as amended; YEAS 118 NAYS 0 -HJ 01121
    4/29/2009 Senate • In returning messages
    5/1/2009 Senate • Concurred (935155, 873989, 806389, 444921, 015873) -SJ 01044, -SJ 01046; CS passed as amended (935155, 873989, 806389, 444921, 015873); YEAS 39 NAYS 0 -SJ 01046; Ordered engrossed, then enrolled -SJ 01046
    5/26/2009 • Signed by Officers and presented to Governor
    6/10/2009 • Approved by Governor; Chapter No. 2009-131; See also CS/SB 1750 (Ch. 2009-68)

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  • CS/CS/CS/SB 2430, Enrolled (Current Bill Version) Posted 5/4/2009 at 1:27 PM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Related Bills (3)

    Bill Number Subject Filed By Relationship Last Action and Location
    H 283 (c1) Discretionary Surtax on Documents Lopez-Cantera Compare Last Action: 4/28/2009 H Placed on Special Order Calendar; Substituted CS/CS/CS/SB 2430; Laid on Table, Link/Iden/Sim/Compare passed, refer to CS/CS/CS/SB 2430 (Ch. 2009-131) -HJ 01043
    Location:
    H 5121 (e1) Environmental Protection Poppell Compare Last Action: 4/17/2009 H Read 3rd time -HJ 00551; Substituted CS/SB 1750; Laid on Table, Link/Iden/Sim/Compare passed, refer to CS/SB 1750 (Ch. 2009-68), CS/CS/CS/SB 2430 (Ch. 2009-131), SB 2600 (Ch. 2009-81) -HJ 00555
    Location:
    S 1750 (e1) Baker Compare Last Action: 5/27/2009 Approved by Governor; Chapter No. 2009-68; See also CS/CS/CS/SB 2430 (Ch. 2009-131), SB 2600 (Ch. 2009-81)
    Location:

    Citations - Statutes (4)

    Citation Catchline Location in Bill Location In Bill Help
    125.0167 Discretionary surtax on documents; adoption; application of revenue.
    201.02 Tax on deeds and other instruments relating to real property or interests in real property.
    201.031 Discretionary surtax; administration and collection; Housing Assistance Loan Trust Fund; reporting requirements.
    201.15 Distribution of taxes collected.

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  • CS/CS/CS/SB 2430, Engrossed 3 Posted 5/4/2009 at 12:30 PM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Citations - Statutes (4)

    Citation Catchline Location in Bill Location In Bill Help
    125.0167 Discretionary surtax on documents; adoption; application of revenue.
    201.02 Tax on deeds and other instruments relating to real property or interests in real property.
    201.031 Discretionary surtax; administration and collection; Housing Assistance Loan Trust Fund; reporting requirements.
    201.15 Distribution of taxes collected.

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  • CS/CS/CS/SB 2430, Engrossed 2 Posted 4/27/2009 at 4:04 PM

    Bill Text:   Web Page | PDF
    Analyses:   House Message Summary (pdf)

    Floor Amendments (8)

    Amendment Sponsor Filed Last Floor Action Format
    444921 - Amendment
    Lopez-Cantera 4/28/2009
    6:53 AM
    Web Page
    PDF
    806389 - Amendment
    Lopez-Cantera 4/28/2009
    6:53 AM
    Web Page
    PDF
    935155 - Amendment
    Lopez-Cantera 4/28/2009
    6:55 AM
    Web Page
    PDF
    015873 - Amendment
    Lopez-Cantera 4/28/2009
    6:55 AM
    Web Page
    PDF
    757341 - Amendment
    Zapata 4/28/2009
    9:49 AM
    Web Page
    PDF
    585631 - Amendment
    Thurston 4/28/2009
    11:05 AM
    Web Page
    PDF
    873989 - Amendment
    Lopez-Cantera 4/28/2009
    7:21 PM
    Web Page
    PDF
    479563 - Amendment
    Saunders 4/29/2009
    7:52 AM
    Web Page
    PDF

    Floor Votes (3)

    Date Chamber Result
    4/28/2009 11:18 AM House 75 Yeas - 43 Nays
    4/29/2009 11:35 AM House 118 Yeas - 0 Nays
    5/1/2009 3:36 PM Senate 39 Yeas - 0 Nays

    Citations - Statutes (4)

    Citation Catchline Location in Bill Location In Bill Help
    125.0167 Discretionary surtax on documents; adoption; application of revenue.
    201.02 Tax on deeds and other instruments relating to real property or interests in real property.
    201.031 Discretionary surtax; administration and collection; Housing Assistance Loan Trust Fund; reporting requirements.
    201.15 Distribution of taxes collected.

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  • CS/CS/CS/SB 2430, Engrossed 1 Posted 4/24/2009 at 7:36 PM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Floor Amendments (1)

    Amendment Sponsor Filed Last Floor Action Format
    738406 - Amendment
    Gelber 4/27/2009
    2:01 PM
    Senate: Adopted
    4/27/2009
    Web Page
    PDF

    Floor Votes (1)

    Date Chamber Result
    4/27/2009 3:03 PM Senate 38 Yeas - 1 Nays

    Citations - Statutes (4)

    Citation Catchline Location in Bill Location In Bill Help
    125.0167 Discretionary surtax on documents; adoption; application of revenue.
    201.02 Tax on deeds and other instruments relating to real property or interests in real property.
    201.031 Discretionary surtax; administration and collection; Housing Assistance Loan Trust Fund; reporting requirements.
    201.15 Distribution of taxes collected.

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  • CS/CS/CS/SB 2430, Committee Substitute 3 Posted 4/20/2009 at 8:01 PM

    Bill Text:   Web Page | PDF
    Analyses:   Policy and Steering Committee on Ways and Means (Post-Meeting) (pdf)

    Floor Amendments (7)

    Amendment Sponsor Filed Last Floor Action Format
    504538 - Amendment
    Gelber 4/23/2009
    3:07 PM
    Senate: Adopted
    4/24/2009
    Web Page
    PDF
    497606 - Amendment
    Altman 4/23/2009
    5:01 PM
    Senate: Withdrawn
    4/24/2009
    Web Page
    PDF
    321504 - Amendment
    Altman 4/23/2009
    5:01 PM
    Senate: Adopted
    4/24/2009
    Web Page
    PDF
    973076 - Amendment
    Altman 4/23/2009
    5:01 PM
    Senate: Withdrawn
    4/24/2009
    Web Page
    PDF
    950276 - Amendment
    Gelber 4/24/2009
    7:51 AM
    Senate: Replaced by Substitute Amendment
    4/24/2009
    Web Page
    PDF
    hierarchy 479628 - Substitute Amendment (950276)
    Gelber 4/24/2009
    4:13 PM
    Senate: Adopted
    4/24/2009
    Web Page
    PDF
    436382 - Amendment
    Gelber 4/24/2009
    7:52 AM
    Senate: Adopted
    4/24/2009
    Web Page
    PDF

    Citations - Statutes (4)

    Citation Catchline Location in Bill Location In Bill Help
    125.0167 Discretionary surtax on documents; adoption; application of revenue.
    201.02 Tax on deeds and other instruments relating to real property or interests in real property.
    201.031 Discretionary surtax; administration and collection; Housing Assistance Loan Trust Fund; reporting requirements.
    201.15 Distribution of taxes collected.

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  • CS/CS/SB 2430, Committee Substitute 2 Posted 4/8/2009 at 10:17 AM

    Bill Text:   Web Page | PDF
    Analyses:   Finance and Tax (Post-Meeting) (pdf)

    Committee Amendments (4)

    Amendment Sponsor Filed Last Committee Action Format
    218970 - Amendment
    Policy and Steering Committee on Ways and Means
    (Baker)
    (Lawson)
    4/15/2009
    9:22 PM
    Replaced by Committee Substitute
    4/20/2009
    Web Page
    PDF
    hierarchy 224232 - Amendment to Amendment (218970)
    Policy and Steering Committee on Ways and Means
    (Baker)
    (Lawson)
    4/16/2009
    2:53 PM
    Favorable
    4/20/2009
    Web Page
    PDF
    946986 - Amendment
    Policy and Steering Committee on Ways and Means
    (Gelber)
    4/17/2009
    7:33 AM
    Replaced by Committee Substitute
    4/20/2009
    Web Page
    PDF
    hierarchy 953154 - Amendment to Amendment (946986)
    Policy and Steering Committee on Ways and Means
    (Gelber)
    4/20/2009
    9:27 AM
    Favorable
    4/20/2009
    Web Page
    PDF

    Committee Votes (2)

    Date Committee Result
    4/6/2009 11:15 AM Finance and Tax 5 Yeas - 0 Nays
    4/17/2009 8:00 AM Policy and Steering Committee on Ways and Means 19 Yeas - 0 Nays

    Citations - Statutes (4)

    Citation Catchline Location in Bill Location In Bill Help
    125.0167 Discretionary surtax on documents; adoption; application of revenue.
    201.02 Tax on deeds and other instruments relating to real property or interests in real property.
    201.031 Discretionary surtax; administration and collection; Housing Assistance Loan Trust Fund; reporting requirements.
    201.15 Distribution of taxes collected.

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  • CS/SB 2430, Committee Substitute 1 Posted 3/27/2009 at 2:11 PM

    Bill Text:   Web Page | PDF
    Analyses:   Judiciary (Post-Meeting) (pdf)
    Finance and Tax PCS 939510 (Post-Meeting) 2/23/2009 (pdf)

    Proposed Committee Substitutes (2)

    PCS and Amendments Sponsor Filed Last Committee Action Format
    919544 - Proposed Committee Substitute Finance and Tax 3/30/2009
    6:58 PM
    Clear Action
    Web Page
    PDF
    939510 - Proposed Committee Substitute Finance and Tax 4/6/2009
    12:28 PM
    Clear Action
    Web Page
    PDF
    hierarchy 606638 - Amendment (939510)
    Finance and Tax
    (Altman)
    4/6/2009
    9:19 AM
    Web Page
    PDF
    hierarchy 752038 - Amendment (939510)
    Finance and Tax
    (Pruitt)
    4/6/2009
    10:48 AM
    Web Page
    PDF
    hierarchy 877852 - Substitute Amendment (939510)
    Finance and Tax
    (Pruitt)
    4/6/2009
    12:30 PM
    Replaced by Committee Substitute
    4/6/2009
    Web Page
    PDF

    Citations - Statutes (1)

    Citation Catchline Location in Bill Location In Bill Help
    201.02 Tax on deeds and other instruments relating to real property or interests in real property.

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  • SB 2430, Original Filed Version Posted 2/27/2009 at 1:09 PM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    923272 - Amendment
    Judiciary
    (Gelber)
    3/24/2009
    4:05 PM
    Replaced by Committee Substitute
    3/25/2009
    Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    3/25/2009 10:15 AM Judiciary 9 Yeas - 0 Nays

    Citations - Statutes (1)

    Citation Catchline Location in Bill Location In Bill Help
    201.02 Tax on deeds and other instruments relating to real property or interests in real property.

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