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HomeMy WebLinkAboutMINUTES - 02271996 - C37 TO: BOARD OF SUPERVISORS FROM: VICTOR J. WESTMAN, COUNTY COUNSEL DATE: FEBRUARY 20, 1996 SUBJECT: UNIFORM LOCAL TAX CLAIM PROCEDURES SPECIFIC REQUEST(S) OR RECOMMENDATIONS) & BACKGROUND AND JUSTIFICATION RECOMMENDATIONS Introduce ordinance to establish uniform local tax claim procedures, waive reading of the ordinance text and fix March 5 , 1996 for adoption. BACKGROUND/REASONS FOR RECOMMENDATIONS Government Code § 905 has been construed by the California Supreme Court to require that refund claims for most local taxes must be filed within one year of their payment. (Volkswagen Pacific, Inc . v. City of Los Angeles, 7 Cal . 3d 48 ) . Presently, the Ordinance Code provides different claim filing period procedures . The adoption of the proposed ordinance would establish a uniform one year claim filing period for local County taxes where a different period is not mandated by state statutes . CONTINUED ON ATTACHMENT: _ YES SIGNATUREI�19��i�� or RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE APPROVE OTHER SIGNATURE(S) : ACTION OF BOARD ON February 27, 1996 APPROVED AS RECOMMENDED X OTHER VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A X UNANIMOUS (ABSENT TRUE AND CORRECT COPY OF AN AYES: NOES: ACTION TAKEN AND ENTERED ON THE ABSENT: ABSTAIN: MINUTES OF THE BOARD OF SUPERVISORS ON THE DATE SHOWN. ATTESTED FEBRUARY 27, 1996 PHIL BATCHELOR, CLERK OF THE BOARD OF SUPERVISORS AND COUNTY ADMINISTRATOR BY , DEPUTY CONTACT: County Counsel , 335-1818 cc: Treasurer - Tax Collector Auditor - Controller County Administrator ` ORDINANCE NO. 96- 5 ` (On Uniform Local Tax Refund Claim Procedures) The Contra Costa County Board of Supervisors ordains as follows (omitting the parenthetical footnotes from the official text from the enacted or amended provisions of the County Ordinance Code). SECTION 1. Section 64-4.804 of the County Ordinance Code is amended to read: 64-4.804 Refund Claim. Whenever the amount of any tax, interest or penalty has been overpaid or paid more than once or has been erroneously or illegally collected or received by the county under this chapter it may be refunded as provided in Sections 64-4.806 and 64-4.808, provided a claim in writing therefor, stating under penalty of perjury the specific grounds upon which the claim is founded, is filed with the tax administrator within one year of the date of payment. The claim shall be on forms furnished by the tax administrator. (Ords. 96--L §1, 1891: prior code § 2530.11(a).) SECTION II. Section 64-10.510 is added to the County Ordinance Code to read as follows: 64-10.510 Refund Claim. Whenever the amount of any tax, penalty or interest has been paid more than once or has been erroneously or illegally collected or received by the county under this chapter it may be refunded provided a verified claim in writing therefor, stating the specific grounds upon which said claim is founded, is filed with the tax collector within one year from the date of payment. The claim shall be audited by the tax collector and shall be made in accordance with current county refund procedures. If the claim is approved, the refund may be refunded or may be credited on any amounts then due and payable from the person from whom it was collected or by whom paid, and the balance may be refunded to such person or to his/her administrators or executors. (Ord. 96-5 §2.) SECTION III. Section 64-12.208 is added to the County Ordinance Code to read as follows: 64-12.208 Refund Claim. Whenever the amount of any tax, penalty or interest has been paid more than once or has been erroneously or illegally collected or received by the county under this chapter, it maybe refunded provided a verified claim in writing therefor, stating the specific grounds upon which said claim is founded, is filed with the tax collector within one year from the date of payment. The claim shall be audited by the tax collector and shall be made in accordance with current county refund ORDINANCE NO. 96- 5 -1- procedures. If the claim is approved, the refund may be refunded or may be credited on any amounts then due and payable from the person from whom it was collected or by whom paid, and the balance may be refunded to such person or to his/her administrators or executors. (Ord. 96- 5 §3.) SECTION IV. Section 64-14.1010 of the County Ordinance Code is amended to read: 64-14.1010 Refund Claim. Whenever the amount of any tax, penalty or interest has been paid more than once or has been erroneously or illegally collected or received by the county under this chapter, it may be refunded provided a verified claim in writing therefor, stating the specific grounds upon which said claim is founded, is filed with the tax collector within one year from the date of payment. The claim shall be audited by the tax collector and shall be made in accordance with current county refund procedures. If the claim is approved, the refund may be refunded or may be credited on any amounts then due and payable from the person from whom it was collected or by whom paid, and the balance may be refunded to such person or to his/her administrators or executors. (Ord. 96- 5 §4.) SECTION V. EFFECTIVE DATE. This ordinance becomes effective 30 days after passage, and within 15 days of passage shall be published once with the names of supervisors voting for and against it in the -e_e:7T;mPG a newspaper published in this County. PASSED on March 5, 1996 by the following vote: AYES: NOES: ABSENT: ABSTAIN: ATTEST: PHIL BATCHELOR, Clerk of the Board of Supervisors and County Administrator By: Deputy Clerk Board Chair [SEAL] HADFOT)TOC&REFUND.ORD ORDINANCE NO. 96- -2-