HomeMy WebLinkAboutMINUTES - 02091993 - 1.56 dtl4 1!t i.
RECEIVED DONALD H. F18USH, J.O., C.L.U.
VOLUNTEER ADVOCATE EOR CHILDREN
Q �+
FEB _" I� 2301 PINE KNOLL DR.#10
WALNUT CREEK,CA 94595
CLERK BOARD OF SUPERVISORS PHONE:510-939-1019
CONTRA COSTA CO.
I have been an unpaid volunteer for the past 51 years. In 1964 I retired to
advocate full time at the Capitol and throughout the state in behalf of
children and youth. The last few years my activities in Sacramento have been
very limited due to advancing years. I am extremely upset with the yearly
diminishing services for children.
The purpose of this letter and the enclosure is to explain a Constitution
Amendment Proposition for which I am contemplating securing an author and co-
authors and for which I will work devotedly just as I have in the past. It is
based on recognition of the fact that we cannot avoid having greater deficits
each succeeding year indefinitely unless we make some equitable modifications
to Proposition 13.
When we have an increase in the cost of living each year, it also increases
the cost of government services. Similarly, although usually delayed, we
likewise have an increase in the per capita income. It is further reflected in
a corresponding increase in the cost of government services by increasing the
income of persons providing those services.
I have received social security retirement for the past 21 years. Each year
the amount is increased by about.the same percentage as the percentage increase
in the cost of living for the preceding year. I have read that the increase in
cost of living last year was about the lowest since the depression. My social
security increased 3%. According to the Social Security Office the increase in
the past eight years has been 33%, which is an average of 4.14+% each year.
Economists say that historically similar increases in per capita income follow
cost of living increases. Under Proposition 13 real property taxes are limited
to a 2% increase each year.
Ever since Proposition 13 became effective, unless there is a change in
ownership, properties are no longer reassessed and the maximum increase in
taxes each year is limited to 2%. With the cost of living increase each year
far exceeding 2%, the difference is the cause of a substantial portion of our
fiscal deficits every year. This must be changed to stop the yearly decreasing
services and increasing harm to our children and families.
To correct these problems, without forcing low income residents to pay
increased taxes, I would include the following provisions in the proposed
Constitution Amendment Proposition: 1. Change the property tax maximum increase
each year to be the lesser of California's preceding year's percentage increase
in cost of living or the percentage increase in per capita income, provided,
however, that the increase in any year over the tax rate for the preceding year
shall not exceed one-half of one percent. 2. Allow people with income below
120% of the per capita income to continue to pay no more than 2% each year for
their lifetime, provided they sign an affidavit which specifies that the tax
increase each year in excess of 2% shall accumulate and be payable upon sale,
inheritance, or gift of the property. The attached typical current property tax
information would indicate that probably only about 5% of all property owners
would be residential who would qualify. The needy would be protected just as we
protected farmers so they wouldn't be obliged to sell their farms.
FEB — $ — 9 3 W E D 1 G 1a7'-. -;SUP T O M T O R L A K S O N P 0 $
STATISTICAL INFORMATION IN CONNECTION WITH THE PROPOSED PROPOSITION TO REDUCE
SOME OF THE DEFICITS RESULTING FROM THE YEARLY DIFFERENCE BETWEEN THE INCREASED
COST OF LIVING AND THE 2% PROPERTY TAX LIMITATION OF PROPOSITION 13 AND TO
STILL PROTECT THE NEEDY AGED.
Contra Costa property tax and assessment information which has been provided by
the offices of the tax collecter, the assessor, and the controller:
1991-92 Fiscal Year percentage of county taxes and assessed valuation:
64.65 Residential
13.11 Commercial
20.35 Industrial
1.89 Agricultural
The percentage of Residential properties which have not been reassessed since
the inception of Proposition 13 as of July 1, 1991:
18% which constituted those who have
owned and lived in the same home
18% of 64.65 = 11.637% of athe county total.
OF THIS TOTAL ONLY THE PORTION WHOSE INCOME IS BELOW 120% OF THE STATE PER
CAPITA INCOME WOULD BE ABLE TO CONTINUE THE 2% TAX.
THE FEDERAL SOCIAL SECURITY OFFICE SAYS IT HAS ONLY THE INFORMATION IN ITS
COMPUTER CONCERNING THE INCREASES SINCE 1985. FROM THEN UNTIL 1993 THERE WAS A
ATOTAL INCREASE OF 33% IN THE NATIONAL COST OFLIVING. THIS WOULD BE 4.14179%
PER YEAR. FOR THE LASST 5 YEARS THE INCREASE HAS BEEN 22.4% WHICH IS 4.48 PER
YEAR. THEY RANGE FROM 2.89% TO 5.31%. WE HAVE NOW BEEN INFORMED THAT EVEN THE
1992 INCREASE WAS 2.9%.
FEE - Z -51 :5 W E D 1 s - 0 9 S U P T O M T O R L A K S O N P . 0 !5
DONALD H. FIBUSH, J.D., C.L.U.
VOLUNTEER ADVOCATE FOR CHILDREN
2301 PINE KNOLL OR.#10
WALNUT CREEK,CA 04595
PHONE:510-939.1019
� 1y:
SUGGESTED LEGISLATION TO REDUCE THE POSSIBILITY AND PROBABILITY OF VOTERS
BEING MISLED OR UNCERTAIN ABOUT THE PROVISIONS OF PROPOSITIONS W11EN READING
TIIR COMMENTS AND OPINIONS IN THE PROPOSITION PAMPHLET.
T11ROUGHOUT THE RECENT CAMPAIGN, AS WELL AS IN PREVIOUS CAMPAIGNS, MANY
PROPONENTS AND OPPONENTS CONTENDED THAT THE FACTS HAVE BEEN DELETED AND/OR
MISREPRESENTED BY THE OTHER. THIS SEEMED TO BE PARTICULARLY EVIDENT ON BOTH
SIDES WITH PROPOSITIONS 165 AND 167 THIS YEAR.
AT THE BOTTOM OF EACH PAGE OF ARGUMENTS AND OPINIONS THE PROPOSITION
PAMPHLET HAS THE FOLLOWING STATEMENT;
Arguments printed on this page are the opinions of the authors and have not
been checked for accuracy by any official agency.
I SUGGEST THAT LEGISLATION BE INTRODUCED TO REQUIRE AN ADDITIONAL PRECEDING
SENTENCE TO BE ADDED. BOTH SENTENCES WOULD BE. IN CAPITOL LETTERS AND PRINTED
JUST BELOW THE LONG LINE EXTENDED FROM THE BLOCK SPECIFYING THE PROPOSITION
NUMBER. THE ENTIRE STATEMENT WOULD READ AS FOLLOWS:
"READ TILE SUMMARY ON THE FIRST PAGE FOR THIS PROPOSITION WHICH STATES ALL
ITS IMPORTANT PROVISIONS CLEARLY, COMPLETELY, AND ACCURATELY. THEN READ THE
ARGUMENTS PRINTED ON THIS PAGE WHICH ARE THE OPINIONS OF THE AUTHORS AND HAVE
NOT BEEN CHECKED FOR ACCURACY BY ANY- OFFICIAL AGENCY."
FEB — 3 — W E D 1 6 0 5 S u p T O M T O R L A K S O N
P . 02
DONALD H. FlsysH, J.D., C.L.U. REGE/ViE�'o
VOLUNTEER ADVOCATE FOR CHILDRENJAN 2 4n
2301 PINE KNOLL DR.X10 $ 1993
WALNUT CREEK.CA 94595
PHONE:510-939-1019
Deal Tom, January 22,1993
By the time you receive this, Gloria will have told you how anxious I am to
talk with you about my proposed Prop 13 bill. I hope you and Sunne will secure
CSAC to sp
onsor it. On Tuesday last week I went to the Capitol to secure an author.
Unfortunately, in the early morning, after I had only been to Presley's office,
as I was walking near the elevators, my legs, feet and equilibrium all went
CW1@t9 Wt. P67rtunately a staff member who knows me, saw it, caught me before
my heaad hit the marble, and almost carried me to a seat.
At 83 1 am 2 inches shorter due to numeroussqusgd lower vertebrae. As a
result the nerves to my legs and feet are in pain -all the time. It has been
getting worse for a number of years. I wasn't surprised that this happened and
I decided : wouldn't go to the Capital alone again because I know how Dot would
worry. That's why I thought I would talk with you, Sunne and the Board.
Enclosed are the papers I prepared in connection with the proposed Prop 13
modification bill. I'm also enclosing the page pertaining to an other bill
which will be carried by Henry Mello or an author Ken Maddy said he would get
for it. I have copies of both for each Board member and the Clerk.
if CSAC is the sponsor, they should know that I expect strong support from
the League of Women Voters, Common Cause, the California Association of Cities,
and practically every advocacy organization for children and family services. I
have already talked with the legislative Advocates and Presidents of the League
and Common Cause. I have also sent the enclosed material to 26 legislators.
i hope you agree that, with few exceptions, the general public does not
understand how the difference between the 2% tax limitation-and cost of living
increases substantially contribute to our continuing deficits. They also don't
seem to realize that increases in per capita income follow in keeping with
increases in cost of living.
It is my opinion, once this bill is introduced news and editorial articles
will repeatedly appear and gradually educate the general public in this regard.
The only ones who will continue to be against this will be those who think the
way to go is to keep giving less support and help to children, their parents,
the needy, the disabled, the unemployed, and the homeless. It's amazing how
many letters to the editor actually say this. They are only interested in
having their income continue to increase and to pay less taxes. Of course, the
taxpayers association will be in this latter category.
I think you know the Killea bill last year was expanded in conference
committee with Tom Hannigan's bill, passed the legislature, and was vetoed. She
has introduced it again. It is S816 dated December 7, 1992. It has Hill, Hart
Hayden, Keene, and Thompson as co=authors.
I 'm looking forward to seeing you next Tuesday or the following Tuesday.
Fondest and warmest best wishes,
DONALD H. FIBUSH, J.D., C.L.U.
VOLUNTEER ADVOCATE FOR CHILDREN
2301 PINE KNOLL DR.#10
WALNUT CREEK,CA 94595
PHONE:510-939-1019
I have been an unpaid volunteer for the past 51 years. In 1964 I retired to
advocate full time at the Capitol and throughout the state in behalf of
children and youth. The last few years my activities in Sacramento have been
very limited due to advancing years. I am extremely upset with the yearly
diminishing services for children.
The purpose of this letter and the enclosure is to explain a Constitution
Amendment Proposition for which I am contemplating securing an author and co-
authors and for which I will work devotedly just as I have in the past. It is
based on recognition of the fact that we cannot avoid having greater deficits
each succeeding year indefinitely unless we make some equitable modifications
to Proposition 13.
When we have an increase in the cost of living each year, ,it also increases
the cost of government services. Similarly, although usually delayed, we
likewise have an increase in the per capita income. It is further reflected in
a corresponding increase in the cost of government services by increasing the
income of persons providing those services.
I have received social security retirement for the past 21 years. Each year
the amount is increased by about the same percentage as the percentage increase
in the cost of living for the preceding year. I have read that the increase in .
cost of living last year was about the lowest since the depression. My social
security increased 3%. According to the Social Security Office the increase in
the past eight years has been 33%, which is an average of 4.14+% each year.
Economists say that historically similar increases in per capita income follow
cost of living increases. Under Proposition 13 real property taxes are limited
to a 2% increase each year.
Ever since Proposition 13 became effective, unless there is a change in
ownership, properties are no longer reassessed and the maximum increase in
taxes each year is limited to 2%. With the cost of living increase each year
far exceeding 2%, the difference is the cause of a substantial portion of our
fiscal deficits every year. This must be changed to stop the yearly decreasing
services and increasing harm to our children and families.
To correct these problems, without forcing low income residents to pay
increased taxes, I would include the following provisions in the proposed
Constitution Amendment Proposition: 1. Change the property tax maximum increase
each year to be the lesser of California's preceding year's percentage increase
in cost of living or the percentage increase in per capita income, provided,
however, that the increase in any year over the tax rate for the preceding year
shall not exceed one-half of one percent. 2. Allow people with income below
120% of the per capita income to continue to pay no more than 2% each year for
their lifetime, provided they sign an affidavit which specifies that the tax
increase each year in excess of 2% shall accumulate and be payable upon sale,
inheritance, or gift of the property. The attached typical current property tax
information would indicate that probably only about 5% of all property owners
would be residential who would qualify. The needy would be protected just as we
protected farmers so they wouldn't be obliged to sell their farms.
..f
.. :.tY �J
O
DONALD H. FIBUSH, J.D.; C.L.U.
VOLUNTEER ADVOCATE FOR CHILDREN
2301 PINE KNOLL DR.810
WALNUT CREEK,CA 94595
PHONE:510-939-1019
February 8, 1993
YESTERDAY'S CONTRA COSTA TIMES HAD A FEATURE STATISTICAL ARTICLE WHICH SHOWED
THE INCREASE IN CAST OF LIVING EACH YEAR SINCE 1982. IT FURTHER DEMONSTRATED
THAT THE INCREASR IN THE AVERAGE WORKERS' AND PROFESSIONALS' INCOME, BASED ON
1991 DOLLARS, EXCEEDED THOSE INCREASES YEARLY IN KEEPING WITH THE INCREASE IN
COST OF LIVING.
USING THOSE FIGURES IN THE ARTICLE I ARRIVE AT THE FOLLOWING INFORMATION TO
SUPPLEMENT THE INFORMATION BELOW WHICH I RECENTLY SUBMITTED:
10 YEARS (1982-91 INCLUSIVE)
INCREASE IN COST OF LIVING 38.1%
INCREASE IN INCOME FOR ALL WORKERS 45.2%
INCREASE FOR PROFESSIONALS PAST 9 YEARS 44.1% (1982 FIGURE NOT AVAILABLE)
PREVIOUS INFORMATION I PREPARED
STATISTICAL INFORMATION IN CONNECTION WITH THE PROPOSED PROPOSITION TO REDUCE
SOME OF THE DEFICITS RESULTING FROM THE YEARLY DIFFERENCE BETWEEN THE INCREASED
COST OF LIVING AND THE 2% PROPERTY TAX LIMITATION OF PROPOSITION 13 AND TO
STILL PROTECT. THE NEEDY AGED.
Contra Costa property tax and assessment information which has been provided by
the offices of the tax collector, the assessor, and the controller:
1991-92 Fiscal Year percentage of county taxes and assessed valuation:
64.65 Residential, 13.11 Commercial, 20.35 Industrial, 1.89 Agricultural
The percentage of Residential properties which have not been reassessed since
the inception of Proposition 13 as of July 1, 1991:
18% which constituted those who have
owned and lived in the same home
18% of 64.65 = 11.637% of all the county total.
OF THIS TOTAL ONLY THE PORTION WHOSE INCOME IS BELOW 120% OF THE STATE PER
CAPITA INCOME WOULD BE ABLE TO CONTINUE THE 2% TAX.
THE FEDERAL SOCIAL SECURITY OFFICE SAYS IT HAS ONLY THE INFORMATION IN ITS
COMPUTER CONCERNING THE INCREASES SINCE 1985.
From 1985 to 1993 the cost of living increase was 33%. Even compounding the
maximum 2% tax for 8 years that total is 16.28%
From 1958 to 1993 the cost of living increase was 22.4%. Compounding the
maximum 2% tax for 5 years that total is 10.16% -
The yearly average cost of living increase for the 8 year period was 4.14%
and for the last 5 year period it was 4.48%. We now know for 1992 it was 2.9%.
L 1
DONALD H. FIBUSH, J.D., C.L.U.
VOLUNTEER ADVOCATE FOR CHILDREN
2301 PINE KNOLL DR.#10
WALNUT CREEK,CA 94595
PHONE:510-939-1019
ORIGINATOR AND PROPONENT: Donald H. Fibush CONTACT PERSON: Same
PHONE: 510-939-1019 LOBBYIST: myself (volunteer advocate for children)
SUBJECT MATTER: Proposed proposition to modify Proposition 13
PROPOSAL: (1) Change property tax maximum increase each year to be the lesser
of the percentage increase in the California cost of living increase or
increase in per capita income for the preceding year but not more than by one
half of one percent over the rate for the preceding year. (2) Allow residential
property owners with incomes below 120% of the per capita income to sign an
affidavit to continue to pay a maximum of 2% with the excess to accumulate and
be payable upon transfer of the property by death, gift, sale, or inheritance.
There would be no chance in Prop 13 assessed valuation rules.
JUSTIFICATION: Every year since -the great depression cost of living and/or per
capita income have exceeded 2%. The services provided by government at all
levels likewise increase in cosCwith the cost of living increase. A large
portion of our government deficits, especially in cities and counties is
attributable to this and it keeps compounding year after year. Our
deterioration of services continues to be greater each year. What is happening
to children and families is disastrous. The proposed change would alleviate
some of this for cities and counties. In addition residential property rental
income keep increasing due to .increased property values and due to the scarcity
of rental properties. No additional taxes are now payable ,to pay for the
increasing costs of the services provided by local government.
PRIOR LEGISLATIVE HISTORY: None to my knowledge. The only one of which I am
.aware was to re-assess business and industry properties in specified
circumstances. Phil Isenberg carried the bill and it did not pass. He has told
me that he thinks my idea is a good one, but he is going to devote almost his
entire time to the budget this year.
LIST PROSPECTIVE SUPPORTERS: League of Women Voters, Common Cause, SCAC, Calif.
State Cities Org. , Practically all the agencies and lobbyists advocating for
children and those providing services for families and children. I have talked
with .the Presidents and Lobbyists for the League of Women Voters and Common
Cause who said it is the subject and type of proposal in which they are
interested. They also said they would present it to their Boards when there is
a bill.
LIST PROSPECTIVE OPPONENTS: Those who are adamant that there should never be
any property tax increase for any reason.
LIST STATE AGENCIES/DEPTS INVOLVED: None, but the additional income should
indirectly benefit all of them and be helpful in formulating budgets. '..
I have written to the Governor asking his opinion, but have not received a
reply. To meet the deadline, at my request, Senator Johnston sent it to Leg
Counsel as an "unbacked" bill on January 28th. The last day to introduce a bill .
in 1993 is March 5th.