AB 992 California Assembly · 2009-2010 Regular Session

Advertising: residential property taxes: assessment appeal application filing services.

Summary
Existing law provides that certain advertising related practices are unlawful and makes a violation of those provisions a crime. Existing law makes it unlawful for a person to make any untrue or misleading statements in any manner in connection with the offering or performance of an assessment appeal application filing service, which is defined as any service performed or offered to be performed for compensation in connection with an application for reduction in assessment of residential property, as specified. Existing law exempts from the definition of an assessment appeal application filing service any service performed by a person who actively advocates, in person or by written and oral communications, on behalf of the person to whom a solicitation is made before the assessment appeals board or the assessor's office. This bill would recast these provisions to instead make them applicable to an assessment reduction filing service, which would be defined as any service performed or offered to be performed for compensation in connection with an application or request of any kind of reduction in assessment of residential property, as specified, or to provide comparable sales information in connection with such an application or request. The bill would delete the exemption in the definition of an assessment appeal application filing service and thereby include in the definition of an assessment reduction filing service those services performed by a person who actively advocates, in person or by written and oral communications, on behalf of the person to whom a solicitation is made before the assessment appeals board or the assessor's office. The bill would prohibit an assessment reduction filing service from charging, demanding, or collecting money in connection with a request for review, or in connection with an assessment appeal application, until after the request is filed with the assessor or until after the assessment appeal is filed with the clerk of the assessment appeals board, as specified. The bill would make it unlawful for an offeror of an assessment reduction filing service to file a request or application of any kind for reduction in assessment without first obtaining a written authorization from the property owner and would impose other requirements with respect to that written authorization. Because a violation of these provisions would be a crime, and because this bill would expand the scope of services subject to the provisions regulating assessment appeal application filing services, a violation of which is a crime, the bill would impose a state-mandated local program. The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement. This bill would provide that no reimbursement is required by this act for a specified reason.
Bill status signed all 5 stages cleared
Introduction
Feb 2009
Committee Review
Jul 2009
Assembly Passage
May 2009
Senate Passage
Aug 2009
Signed into Law
Oct 2009
Introduced Feb 27, 2009 Signed Oct 11, 2009
Floor votes · Senate Aug 27, 2009 · Assembly May 26, 2009

How they voted

33–4
Passed · 3 other
Total votes 40
Aug 27, 2009
D Democratic25
22 Yea 3
88% Yea
R Republican15
11 Yea 4 Nay
73% Yea
Vote distribution
All Yea All Nay Mixed No data
Full legislative history

Actions timeline

Total actions
24
Key actions
9
Committee
7
Amendments
5
Oct 11, 2009
Signed into law
Approved by the Governor.
legislature
Aug 31, 2009
Lower · Passed
Senate amendments concurred in. To enrollment. (Ayes 64. Noes 6. Page 2802.)
lower
Aug 27, 2009
Senate · Passed
Senate Vote: pass (33-4-3)
senate
Aug 27, 2009
Introduced
In Assembly. Concurrence in Senate amendments pending. May be considered on or after August 30 pursuant to Assembly Rule 77.
lower
Jul 14, 2009
Upper · Passed
From committee: Be placed on second reading file pursuant to Senate Rule 28.8.
upper
Jun 30, 2009
Upper · Passed
Read second time, amended, and re-referred to Com. on APPR.
upper
Jun 29, 2009
Introduced
From committee: Amend, do pass as amended, and re-refer to Com. on APPR. (Ayes 4. Noes 1.) (June 23).
upper
Jun 11, 2009
Committee
Referred to Com. on JUD.
upper
May 26, 2009
Assembly · Passed
Assembly Vote: pass (61-10-3)
assembly
May 14, 2009
Lower · Passed
From committee: Do pass. (Ayes 16. Noes 0.) (May 13).
lower
Apr 29, 2009
Lower · Passed
From committee: Do pass, and re-refer to Com. on APPR. Re-referred. (Ayes 9. Noes 0.) (April 28).
lower
Apr 22, 2009
Committee
Re-referred to Com. on B. & P.
lower
Apr 21, 2009
Introduced
From committee chair, with author's amendments: Amend, and re-refer to Com. on B. & P. Read second time and amended.
lower
Mar 26, 2009
Committee
Referred to Com. on B. & P.
lower
Mar 1, 2009
Lower · Passed
From printer. May be heard in committee March 30.
lower
Feb 27, 2009
Introduced
Introduced. To print.
lower
1 primary · 0 co-sponsors

Sponsors

Role
Legislator
Party
State
District
P
Photo of Ted Lieu
Ted Lieu
DDemocratic
CA
28