House File 2475 - Introduced HOUSE FILE 2475 BY COMMITTEE ON WAYS AND MEANS (SUCCESSOR TO HSB 676) A BILL FOR An Act relating to taxation and local government budgets 1 by providing for an increase in the amount of the earned 2 income tax credit, establishing and modifying property 3 assessment limitations, providing for certain property tax 4 replacement payments, modifying the assessment and taxation 5 of telecommunications company property, establishing budget 6 limitations for counties and cities, modifying certain 7 reporting requirements, establishing a property tax credit 8 for certain commercial, industrial, and railway property, 9 establishing a multiresidential property classification, 10 providing penalties, making appropriations, and including 11 effective date, retroactive applicability, and other 12 applicability provisions. 13 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF IOWA: 14 TLSB 6140HV (3) 84 md/sc
H.F. 2475 DIVISION I 1 EARNED INCOME TAX CREDIT 2 Section 1. Section 422.12B, subsection 1, Code 2011, is 3 amended to read as follows: 4 1. The taxes imposed under this division less the credits 5 allowed under section 422.12 shall be reduced by an earned 6 income credit equal to seven ten percent of the federal earned 7 income credit provided in section 32 of the Internal Revenue 8 Code. Any credit in excess of the tax liability is refundable. 9 Sec. 2. RETROACTIVE APPLICABILITY. This division of this 10 Act applies retroactively to January 1, 2012, for tax years 11 beginning on or after that date. 12 DIVISION II 13 PROPERTY TAX ASSESSMENT LIMITATIONS —— PROPERTY TAX REPLACEMENT 14 Sec. 3. Section 257.3, subsection 1, Code 2011, is amended 15 by adding the following new paragraph: 16 NEW PARAGRAPH . d. The amount paid to each school district 17 for the commercial and industrial property tax replacement 18 claim under section 441.21A shall be regarded as property tax. 19 The portion of the payment which is foundation property tax 20 shall be determined by applying the foundation property tax 21 rate to the amount computed under section 441.21A, subsection 22 4, paragraph “a” , and such amount shall be prorated pursuant to 23 section 441.21A, subsection 2, if applicable. 24 Sec. 4. Section 331.512, Code 2011, is amended by adding the 25 following new subsection: 26 NEW SUBSECTION . 13A. Carry out duties relating to the 27 calculation and payment of commercial and industrial property 28 tax replacement claims under section 441.21A. 29 Sec. 5. Section 331.559, Code 2011, is amended by adding the 30 following new subsection: 31 NEW SUBSECTION . 25A. Carry out duties relating to the 32 calculation and payment of commercial and industrial property 33 tax replacement claims under section 441.21A. 34 Sec. 6. Section 441.21, subsection 4, Code Supplement 2011, 35 -1- LSB 6140HV (3) 84 md/sc 1/ 58
H.F. 2475 is amended to read as follows: 1 4. For valuations established as of January 1, 1979, 2 the percentage of actual value at which agricultural and 3 residential property shall be assessed shall be the quotient 4 of the dividend and divisor as defined in this section . The 5 dividend for each class of property shall be the dividend 6 as determined for each class of property for valuations 7 established as of January 1, 1978, adjusted by the product 8 obtained by multiplying the percentage determined for that 9 year by the amount of any additions or deletions to actual 10 value, excluding those resulting from the revaluation of 11 existing properties, as reported by the assessors on the 12 abstracts of assessment for 1978, plus six percent of the 13 amount so determined. However, if the difference between the 14 dividend so determined for either class of property and the 15 dividend for that class of property for valuations established 16 as of January 1, 1978, adjusted by the product obtained by 17 multiplying the percentage determined for that year by the 18 amount of any additions or deletions to actual value, excluding 19 those resulting from the revaluation of existing properties, 20 as reported by the assessors on the abstracts of assessment 21 for 1978, is less than six percent, the 1979 dividend for the 22 other class of property shall be the dividend as determined for 23 that class of property for valuations established as of January 24 1, 1978, adjusted by the product obtained by multiplying 25 the percentage determined for that year by the amount of 26 any additions or deletions to actual value, excluding those 27 resulting from the revaluation of existing properties, as 28 reported by the assessors on the abstracts of assessment for 29 1978, plus a percentage of the amount so determined which is 30 equal to the percentage by which the dividend as determined 31 for the other class of property for valuations established 32 as of January 1, 1978, adjusted by the product obtained by 33 multiplying the percentage determined for that year by the 34 amount of any additions or deletions to actual value, excluding 35 -2- LSB 6140HV (3) 84 md/sc 2/ 58
H.F. 2475 those resulting from the revaluation of existing properties, 1 as reported by the assessors on the abstracts of assessment 2 for 1978, is increased in arriving at the 1979 dividend for 3 the other class of property. The divisor for each class of 4 property shall be the total actual value of all such property 5 in the state in the preceding year, as reported by the 6 assessors on the abstracts of assessment submitted for 1978, 7 plus the amount of value added to said total actual value by 8 the revaluation of existing properties in 1979 as equalized 9 by the director of revenue pursuant to section 441.49 . The 10 director shall utilize information reported on abstracts of 11 assessment submitted pursuant to section 441.45 in determining 12 such percentage. For valuations established as of January 1, 13 1980, and each assessment year thereafter beginning before 14 January 1, 2013 , the percentage of actual value as equalized 15 by the director of revenue as provided in section 441.49 at 16 which agricultural and residential property shall be assessed 17 shall be calculated in accordance with the methods provided 18 herein including the limitation of increases in agricultural 19 and residential assessed values to the percentage increase of 20 the other class of property if the other class increases less 21 than the allowable limit adjusted to include the applicable 22 and current values as equalized by the director of revenue, 23 except that any references to six percent in this subsection 24 shall be four percent. For valuations established as of 25 January 1, 2013, and each assessment year thereafter, the 26 percentage of actual value as equalized by the director of 27 revenue as provided in section 441.49 at which agricultural 28 and residential property shall be assessed shall be calculated 29 in accordance with the methods provided herein including 30 the limitation of increases in agricultural and residential 31 assessed values to the percentage increase of the other 32 class of property if the other class increases less than the 33 allowable limit adjusted to include the applicable and current 34 values as equalized by the director of revenue, except that any 35 -3- LSB 6140HV (3) 84 md/sc 3/ 58
H.F. 2475 references to six percent in this subsection shall be three 1 percent. 2 Sec. 7. Section 441.21, subsection 5, Code Supplement 2011, 3 is amended to read as follows: 4 5. a. For valuations established as of January 1, 1979, 5 commercial property and industrial property, excluding 6 properties referred to in section 427A.1, subsection 8 , shall 7 be assessed as a percentage of the actual value of each class 8 of property. The percentage shall be determined for each 9 class of property by the director of revenue for the state in 10 accordance with the provisions of this section . For valuations 11 established as of January 1, 1979, the percentage shall be 12 the quotient of the dividend and divisor as defined in this 13 section . The dividend for each class of property shall be the 14 total actual valuation for each class of property established 15 for 1978, plus six percent of the amount so determined. The 16 divisor for each class of property shall be the valuation 17 for each class of property established for 1978, as reported 18 by the assessors on the abstracts of assessment for 1978, 19 plus the amount of value added to the total actual value by 20 the revaluation of existing properties in 1979 as equalized 21 by the director of revenue pursuant to section 441.49 . For 22 valuations established as of January 1, 1979, property valued 23 by the department of revenue pursuant to chapters 428 , 433 , 24 437 , and 438 shall be considered as one class of property and 25 shall be assessed as a percentage of its actual value. The 26 percentage shall be determined by the director of revenue in 27 accordance with the provisions of this section . For valuations 28 established as of January 1, 1979, the percentage shall be 29 the quotient of the dividend and divisor as defined in this 30 section . The dividend shall be the total actual valuation 31 established for 1978 by the department of revenue, plus ten 32 percent of the amount so determined. The divisor for property 33 valued by the department of revenue pursuant to chapters 428 , 34 433 , 437 , and 438 shall be the valuation established for 1978, 35 -4- LSB 6140HV (3) 84 md/sc 4/ 58
H.F. 2475 plus the amount of value added to the total actual value by 1 the revaluation of the property by the department of revenue 2 as of January 1, 1979. For valuations established as of 3 January 1, 1980, commercial property and industrial property, 4 excluding properties referred to in section 427A.1, subsection 5 8 , shall be assessed at a percentage of the actual value of 6 each class of property. The percentage shall be determined 7 for each class of property by the director of revenue for the 8 state in accordance with the provisions of this section . For 9 valuations established as of January 1, 1980, the percentage 10 shall be the quotient of the dividend and divisor as defined in 11 this section . The dividend for each class of property shall 12 be the dividend as determined for each class of property for 13 valuations established as of January 1, 1979, adjusted by the 14 product obtained by multiplying the percentage determined 15 for that year by the amount of any additions or deletions to 16 actual value, excluding those resulting from the revaluation 17 of existing properties, as reported by the assessors on the 18 abstracts of assessment for 1979, plus four percent of the 19 amount so determined. The divisor for each class of property 20 shall be the total actual value of all such property in 1979, 21 as equalized by the director of revenue pursuant to section 22 441.49 , plus the amount of value added to the total actual 23 value by the revaluation of existing properties in 1980. The 24 director shall utilize information reported on the abstracts of 25 assessment submitted pursuant to section 441.45 in determining 26 such percentage. For valuations established as of January 1, 27 1980, property valued by the department of revenue pursuant 28 to chapters 428 , 433 , 437 , and 438 shall be assessed at a 29 percentage of its actual value. The percentage shall be 30 determined by the director of revenue in accordance with the 31 provisions of this section . For valuations established as of 32 January 1, 1980, the percentage shall be the quotient of the 33 dividend and divisor as defined in this section . The dividend 34 shall be the total actual valuation established for 1979 by 35 -5- LSB 6140HV (3) 84 md/sc 5/ 58
H.F. 2475 the department of revenue, plus eight percent of the amount so 1 determined. The divisor for property valued by the department 2 of revenue pursuant to chapters 428 , 433 , 437 , and 438 shall 3 be the valuation established for 1979, plus the amount of 4 value added to the total actual value by the revaluation of 5 the property by the department of revenue as of January 1, 6 1980. For valuations established as of January 1, 1981, 7 and each year thereafter, the percentage of actual value as 8 equalized by the director of revenue as provided in section 9 441.49 at which commercial property and industrial property, 10 excluding properties referred to in section 427A.1, subsection 11 8 , shall be assessed shall be calculated in accordance with 12 the methods provided herein, except that any references to 13 six percent in this subsection shall be four percent. For 14 valuations established as of January 1, 1981, and each year 15 thereafter, the percentage of actual value at which property 16 valued by the department of revenue pursuant to chapters 17 428 , 433 , 437 , and 438 shall be assessed shall be calculated 18 in accordance with the methods provided herein, except that 19 any references to ten percent in this subsection shall be 20 eight percent. For assessment years beginning on or after 21 January 1, 2013, but before January 1, 2019, the percentage 22 of actual value at which property valued by the department of 23 revenue pursuant to chapters 428, 433, 437, and 438 shall be 24 assessed shall be calculated using property valuations for the 25 applicable assessment years that include the total value of 26 property exempt from taxation under section 433.4, subsection 27 2, paragraph “b” , if enacted in division III of this Act, 28 notwithstanding section 433.4, subsection 2, paragraph “c” , if 29 enacted in division III of this Act. Beginning with valuations 30 established as of January 1, 1979, and each assessment year 31 thereafter beginning before January 1, 2013 , property valued by 32 the department of revenue pursuant to chapter 434 shall also be 33 assessed at a percentage of its actual value which percentage 34 shall be equal to the percentage determined by the director 35 -6- LSB 6140HV (3) 84 md/sc 6/ 58
H.F. 2475 of revenue for commercial property, industrial property, or 1 property valued by the department of revenue pursuant to 2 chapters 428 , 433 , 437 , and 438 , whichever is lowest. For 3 valuations established on or after January 1, 2013, property 4 valued by the department of revenue pursuant to chapter 434 5 shall be assessed at a percentage of its actual value equal to 6 the percentage of actual value at which property assessed as 7 commercial property is assessed for the same assessment year 8 under paragraph “b” . 9 b. For valuations established on or after January 1, 2013, 10 commercial property, excluding properties referred to in 11 section 427A.1, subsection 8, shall be assessed as a percentage 12 of its actual value, as determined in this paragraph “b” . 13 For valuations established for the assessment year beginning 14 January 1, 2013, the percentage of actual value as equalized by 15 the director of revenue as provided in section 441.49 at which 16 commercial property shall be assessed shall be ninety-eight 17 percent. For valuations established for the assessment year 18 beginning January 1, 2014, the percentage of actual value as 19 equalized by the director of revenue as provided in section 20 441.49 at which commercial property shall be assessed shall 21 be ninety-six percent. For valuations established for the 22 assessment year beginning January 1, 2015, the percentage 23 of actual value as equalized by the director of revenue as 24 provided in section 441.49 at which commercial property shall 25 be assessed shall be ninety-four percent. For valuations 26 established for the assessment year beginning January 1, 2016, 27 the percentage of actual value as equalized by the director 28 of revenue as provided in section 441.49 at which commercial 29 property shall be assessed shall be ninety-two percent. For 30 valuations established for the assessment year beginning 31 January 1, 2017, and each assessment year thereafter, the 32 percentage of actual value as equalized by the director of 33 revenue as provided in section 441.49 at which commercial 34 property shall be assessed shall be ninety percent. 35 -7- LSB 6140HV (3) 84 md/sc 7/ 58
H.F. 2475 c. For valuations established on or after January 1, 2013, 1 industrial property, excluding properties referred to in 2 section 427A.1, subsection 8, shall be assessed as a percentage 3 of its actual value, as determined in this paragraph “c” . 4 For valuations established for the assessment year beginning 5 January 1, 2013, the percentage of actual value as equalized by 6 the director of revenue as provided in section 441.49 at which 7 industrial property shall be assessed shall be ninety-eight 8 percent. For valuations established for the assessment year 9 beginning January 1, 2014, the percentage of actual value as 10 equalized by the director of revenue as provided in section 11 441.49 at which industrial property shall be assessed shall 12 be ninety-six percent. For valuations established for the 13 assessment year beginning January 1, 2015, the percentage 14 of actual value as equalized by the director of revenue as 15 provided in section 441.49 at which industrial property shall 16 be assessed shall be ninety-four percent. For valuations 17 established for the assessment year beginning January 1, 2016, 18 the percentage of actual value as equalized by the director 19 of revenue as provided in section 441.49 at which industrial 20 property shall be assessed shall be ninety-two percent. For 21 valuations established for the assessment year beginning 22 January 1, 2017, and each assessment year thereafter, the 23 percentage of actual value as equalized by the director of 24 revenue as provided in section 441.49 at which industrial 25 property shall be assessed shall be ninety percent. 26 Sec. 8. NEW SECTION . 441.21A Commercial and industrial 27 property tax replacement fund —— replacement claims. 28 1. a. The commercial and industrial property tax 29 replacement fund is created in the state treasury under 30 the control of the department of revenue for the payment of 31 commercial and industrial property tax replacement claims in 32 fiscal years beginning on or after July 1, 2014. 33 b. For the fiscal year beginning July 1, 2014, there 34 is appropriated from the general fund of the state to the 35 -8- LSB 6140HV (3) 84 md/sc 8/ 58
H.F. 2475 department of revenue to be credited to the fund an amount 1 necessary to pay all commercial and industrial property 2 tax replacement claims for the fiscal year, not to exceed 3 twenty-eight million dollars. For the fiscal year beginning 4 July 1, 2015, there is appropriated from the general fund of 5 the state to the department of revenue to be credited to the 6 fund an amount necessary to pay all commercial and industrial 7 property tax replacement claims for the fiscal year, not 8 to exceed fifty-six million dollars. For the fiscal year 9 beginning July 1, 2016, there is appropriated from the general 10 fund of the state to the department of revenue to be credited 11 to the fund an amount necessary to pay all commercial and 12 industrial property tax replacement claims for the fiscal year, 13 not to exceed eighty-four million dollars. For the fiscal 14 year beginning July 1, 2017, there is appropriated from the 15 general fund of the state to the department of revenue to be 16 credited to the fund an amount necessary to pay all commercial 17 and industrial property tax replacement claims for the fiscal 18 year, not to exceed one hundred twelve million dollars. For 19 the fiscal year beginning July 1, 2018, and each fiscal year 20 thereafter, there is appropriated from the general fund of 21 the state to the department of revenue to be credited to the 22 fund an amount necessary to pay all commercial and industrial 23 property tax replacement claims for the fiscal year, not to 24 exceed one hundred forty million dollars. 25 2. Beginning with the fiscal year beginning July 1, 2014, 26 each county treasurer shall be paid from the commercial and 27 industrial property tax replacement fund an amount equal to 28 the amount of the commercial and industrial property tax 29 replacement claims in the county, as calculated in subsection 30 4. If an amount appropriated for a fiscal year is insufficient 31 to pay all replacement claims, the director of revenue 32 shall prorate the disbursements from the fund to the county 33 treasurers and shall notify the county auditors of the pro rata 34 percentage on or before September 30. Any unspent balance in 35 -9- LSB 6140HV (3) 84 md/sc 9/ 58
H.F. 2475 the fund as of June 30 of each year shall revert to the general 1 fund of the state as provided by section 8.33. 2 3. a. On or before July 1 of each fiscal year beginning on 3 or after July 1, 2014, the assessor shall determine the total 4 assessed value of all commercial property, industrial property, 5 and property assessed by the department of revenue pursuant to 6 chapter 434 assessed for taxes due and payable in that fiscal 7 year and the total assessed value of such property assessed 8 as of January 1, 2012, and shall report the valuations to the 9 county auditor. 10 b. For purposes of calculating replacement claims under this 11 division of this Act, the total assessed value of commercial 12 property, industrial property, and property assessed by the 13 department of revenue pursuant to chapter 434 as of January 1, 14 2012, shall not include property classified as multiresidential 15 property under section 441.21, subsection 13, if enacted by 16 division VI of this Act, which was classified as commercial 17 property, industrial property, or property assessed by the 18 department of revenue pursuant to chapter 434 for assessment 19 years beginning before January 1, 2013. 20 4. On or before September 1 of each fiscal year beginning 21 on or after July 1, 2014, the county auditor shall prepare 22 a statement, based upon the report received pursuant to 23 subsection 3, listing for each taxing district in the county: 24 a. The difference between the assessed valuation of all 25 commercial property, industrial property, and property assessed 26 by the department of revenue pursuant to chapter 434 for the 27 assessment year used to calculate taxes which are due and 28 payable in the applicable fiscal year and the assessed value 29 of all commercial property, industrial property, and property 30 assessed by the department of revenue pursuant to chapter 434 31 assessed as of January 1, 2012. If the assessed value of all 32 commercial property, industrial property, and property assessed 33 by the department of revenue pursuant to chapter 434 assessed 34 as of January 1, 2012, is less than the assessed valuation of 35 -10- LSB 6140HV (3) 84 md/sc 10/ 58
H.F. 2475 all commercial property, industrial property, and property 1 assessed by the department of revenue pursuant to chapter 434 2 for the assessment year used to calculate taxes which are due 3 and payable in the applicable fiscal year, there is no tax 4 replacement for that taxing district for the fiscal year. 5 b. The tax levy rate for each taxing district for that 6 fiscal year. 7 c. The commercial and industrial property tax replacement 8 claim for each taxing district. For fiscal years beginning on 9 or after July 1, 2014, the replacement claim is equal to the 10 amount determined pursuant to paragraph “a” , multiplied by the 11 tax rate specified in paragraph “b” . 12 5. For purposes of computing replacement amounts under 13 this section, that portion of an urban renewal area defined as 14 the sum of the assessed valuations defined in section 403.19, 15 subsections 1 and 2, shall be considered a taxing district. 16 6. a. The county auditor shall certify and forward one copy 17 of the statement to the department of revenue not later than 18 September 1 of each year. 19 b. The replacement claims shall be paid to each county 20 treasurer in equal installments in September and March of each 21 year. The county treasurer shall apportion the replacement 22 claim payments among the eligible taxing districts in the 23 county. 24 c. If the taxing district is an urban renewal area, the 25 amount of the replacement claim shall be apportioned as 26 provided in subsection 7. 27 7. a. If the total assessed value of property located in an 28 urban renewal area taxing district for the assessment year for 29 property taxes due and payable in the applicable fiscal year is 30 equal to or more than that portion of such valuation defined 31 in section 403.19, subsection 1, the total replacement claim 32 amount computed pursuant to subsection 4 shall be credited to 33 that portion of the assessed value defined in section 403.19, 34 subsection 2. 35 -11- LSB 6140HV (3) 84 md/sc 11/ 58
H.F. 2475 b. If the total assessed value of the property located in an 1 urban renewal area taxing district for the assessment year for 2 property taxes due and payable in the applicable fiscal year 3 is less than that portion of such valuation defined in section 4 403.19, subsection 1, the replacement amount shall be credited 5 to those portions of the assessed value defined in section 6 403.19, subsections 1 and 2, as follows: 7 (1) To that portion defined in section 403.19, subsection 8 1, an amount equal to the amount that would be produced by 9 multiplying the applicable consolidated levy rate times the 10 difference between the assessed value of the taxable property 11 defined in section 403.19, subsection 1, and the total assessed 12 value of the property located in the urban renewal area taxing 13 district in the assessment year for property taxes due and 14 payable in the fiscal year for which the replacement claim is 15 computed. 16 (2) To that portion defined in section 403.19, subsection 2, 17 the remaining amount, if any. 18 c. Notwithstanding the allocation provisions of paragraphs 19 “a” and “b” , the amount of the tax replacement amount that shall 20 be allocated to that portion of the assessed value defined 21 in section 403.19, subsection 2, shall not exceed the amount 22 equal to the amount certified to the county auditor under 23 section 403.19 for the fiscal year in which the claim is paid, 24 after deduction of the amount of other revenues committed for 25 payment on that amount for the fiscal year. The amount not 26 allocated to that portion of the assessed value defined in 27 section 403.19, subsection 2, as a result of the operation of 28 this paragraph, shall be allocated to that portion of assessed 29 value defined in section 403.19, subsection 1. 30 d. The amount of the replacement claim amount credited to 31 the portion of the assessed value defined in section 403.19, 32 subsection 1, shall be allocated to and when received be paid 33 into the fund for the respective taxing district as taxes by 34 or for the taxing district into which all other property taxes 35 -12- LSB 6140HV (3) 84 md/sc 12/ 58
H.F. 2475 are paid. The amount of the replacement claim amount credited 1 to the portion of the assessed value defined in section 403.19, 2 subsection 2, shall be allocated to and when collected be paid 3 into the special fund of the municipality under section 403.19, 4 subsection 2. 5 Sec. 9. SAVINGS PROVISION. This division of this Act, 6 pursuant to section 4.13, does not affect the operation of, 7 or prohibit the application of, prior provisions of section 8 441.21, or rules adopted under chapter 17A to administer prior 9 provisions of section 441.21, for assessment years beginning 10 before January 1, 2013, and for duties, powers, protests, 11 appeals, proceedings, actions, or remedies attributable to an 12 assessment year beginning before January 1, 2013. 13 Sec. 10. APPLICABILITY. This division of this Act applies 14 to assessment years beginning on or after January 1, 2013. 15 DIVISION III 16 TELECOMMUNICATIONS PROPERTY TAX 17 Sec. 11. Section 427A.1, subsection 1, paragraph h, Code 18 2011, is amended to read as follows: 19 h. Property assessed by the department of revenue pursuant 20 to sections 428.24 to 428.29 , or chapters 433 , 434 , 437 , 437A , 21 and 438 . 22 Sec. 12. Section 433.4, Code 2011, is amended to read as 23 follows: 24 433.4 Assessment. 25 1. The director of revenue shall on or before October 31 26 each year, proceed to find the actual value of the property 27 of these companies in this state used by the companies in the 28 transaction of telegraph and telephone business , taking into 29 consideration the information obtained from the statements 30 required, and any further information the director can obtain, 31 using the same as a means for determining the actual cash value 32 of the property of these companies within this state. The 33 director shall also take into consideration the valuation of 34 all property of these companies, including franchises and the 35 -13- LSB 6140HV (3) 84 md/sc 13/ 58
H.F. 2475 use of the property in connection with lines outside the state, 1 and making these deductions as may be necessary on account of 2 extra value of property outside the state as compared with 3 the value of property in the state, in order that the actual 4 cash value of the property of the company within this state 5 may be ascertained. The assessment shall include all property 6 of every kind and character whatsoever, real, personal, or 7 mixed, used by the companies in the transaction of telegraph 8 and telephone business; and the The property so included in 9 the assessment shall not be taxed in any other manner than as 10 provided in this chapter . 11 2. a. Except as provided in paragraph “c ”, for assessment 12 years beginning on or after January 1, 2013, a company’s 13 property, excluding the property identified in paragraph “b” 14 as exempt from taxation, shall be subject to assessment and 15 taxation under this chapter by the director of revenue in 16 the same manner as property assessed and taxed as commercial 17 property under chapters 427, 427A, 427B, 428, and 441. 18 b. All of the following is exempt from taxation and shall 19 not be assessed for taxation under this chapter: 20 (1) Central office equipment. 21 (2) Transmission equipment. 22 (3) Qualified telephone company property. However, 23 qualified telephone company property shall be valued and 24 included in the company’s assessment for the assessment years, 25 and to the extent specified, in paragraph “c” . 26 (4) Intangible property. 27 c. For assessment years beginning on or after January 1, 28 2013, but before January 1, 2018, the director of revenue shall 29 include as part of the actual value determined under paragraph 30 “a” for the applicable assessment year, the following: 31 (1) For the assessment year beginning January 1, 2013, an 32 amount equal to the actual value of the company’s qualified 33 telephone company property that exceeds five million dollars. 34 (2) For the assessment year beginning January 1, 2014, an 35 -14- LSB 6140HV (3) 84 md/sc 14/ 58
H.F. 2475 amount equal to the actual value of the company’s qualified 1 telephone company property that exceeds twenty-five million 2 dollars. 3 (3) For the assessment year beginning January 1, 2015, an 4 amount equal to the actual value of the company’s qualified 5 telephone company property that exceeds fifty million dollars. 6 (4) For the assessment year beginning January 1, 2016, an 7 amount equal to the actual value of the company’s qualified 8 telephone company property that exceeds one hundred million 9 dollars. 10 (5) For the assessment year beginning January 1, 2017, an 11 amount equal to the actual value of the company’s qualified 12 telephone company property that exceeds one hundred fifty 13 million dollars. 14 Sec. 13. Section 433.12, Code 2011, is amended by adding the 15 following new subsections: 16 NEW SUBSECTION . 1A. As used in this chapter, “central 17 office equipment” means equipment owned or leased by a company 18 and used in initiating, amplifying, switching, or monitoring 19 telecommunications services, including such ancillary equipment 20 necessary for the support, regulation, control, repair, or 21 testing of such equipment. 22 NEW SUBSECTION . 2A. As used in this chapter, “intangible 23 property” includes but is not limited to goodwill associated 24 with a company. 25 NEW SUBSECTION . 3. As used in this chapter, “qualified 26 telephone company property” means telephone wire, telephone 27 cable, fiber optic cable, conduit systems, poles, or other 28 equipment owned or leased by a company and used by the company 29 to transmit sound or data. 30 NEW SUBSECTION . 4. As used in this chapter, “transmission 31 equipment” means equipment owned or leased by a company and 32 used in the process of sending information from one location to 33 another location, including such ancillary equipment necessary 34 for the support, regulation, control, repair, or testing of 35 -15- LSB 6140HV (3) 84 md/sc 15/ 58
H.F. 2475 such equipment. 1 Sec. 14. Section 476.1D, subsection 10, Code Supplement 2 2011, is amended by striking the subsection. 3 Sec. 15. SAVINGS PROVISION. This division of this Act, 4 pursuant to section 4.13, does not affect the operation of, 5 or prohibit the application of, prior provisions of chapter 6 433, or rules adopted under chapter 17A to administer prior 7 provisions of chapter 433, for assessment years beginning 8 before January 1, 2013, and for duties, powers, protests, 9 appeals, proceedings, actions, or remedies attributable to an 10 assessment year beginning before January 1, 2013. 11 Sec. 16. IMPLEMENTATION. Section 25B.7 shall not apply to 12 this division of this Act. 13 Sec. 17. EFFECTIVE DATE. 14 1. Except as provided in subsection 2, this division of this 15 Act takes effect July 1, 2012. 16 2. The section of this division of this Act amending section 17 476.1D takes effect July 1, 2017. 18 Sec. 18. APPLICABILITY. 19 1. Except as provided in subsection 2, this division of this 20 Act applies to assessment years beginning on or after January 21 1, 2013. 22 2. The section of this division of this Act amending section 23 476.1D applies to assessment years beginning on or after 24 January 1, 2018. 25 DIVISION IV 26 COUNTY AND CITY BUDGET LIMITATION 27 Sec. 19. Section 23A.2, subsection 10, paragraph h, Code 28 2011, is amended to read as follows: 29 h. The performance of an activity listed in section 331.424 , 30 Code 2011, as a service for which a supplemental levy county 31 may be certified include in its budget . 32 Sec. 20. Section 28M.5, subsection 2, Code 2011, is amended 33 to read as follows: 34 2. If a regional transit district budget allocates 35 -16- LSB 6140HV (3) 84 md/sc 16/ 58
H.F. 2475 revenue responsibilities to the board of supervisors of a 1 participating county, the amount of the regional transit 2 district levy that is the responsibility of the participating 3 county shall be deducted from the maximum rates amount of taxes 4 authorized to be levied by the county pursuant to section 5 331.423 , subsections 1 and 2 subsection 3, paragraphs “b” 6 and “c” , as applicable, unless the county meets its revenue 7 responsibilities as allocated in the budget from other 8 available revenue sources. However, for a regional transit 9 district that includes a county with a population of less than 10 three hundred thousand, the amount of the regional transit 11 district levy that is the responsibility of such participating 12 county shall be deducted from the maximum rate amount of taxes 13 authorized to be levied by the county pursuant to section 14 331.423, subsection 1 3, paragraph “b” . 15 Sec. 21. Section 123.38, subsection 2, Code 2011, is amended 16 to read as follows: 17 2. Any licensee or permittee, or the licensee’s or 18 permittee’s executor or administrator, or any person duly 19 appointed by the court to take charge of and administer the 20 property or assets of the licensee or permittee for the benefit 21 of the licensee’s or permittee’s creditors, may voluntarily 22 surrender a license or permit to the division. When a license 23 or permit is surrendered the division shall notify the local 24 authority, and the division or the local authority shall 25 refund to the person surrendering the license or permit, a 26 proportionate amount of the fee received by the division or 27 the local authority for the license or permit as follows: if 28 a license or permit is surrendered during the first three 29 months of the period for which it was issued, the refund shall 30 be three-fourths of the amount of the fee; if surrendered 31 more than three months but not more than six months after 32 issuance, the refund shall be one-half of the amount of the 33 fee; if surrendered more than six months but not more than 34 nine months after issuance, the refund shall be one-fourth of 35 -17- LSB 6140HV (3) 84 md/sc 17/ 58
H.F. 2475 the amount of the fee. No refund shall be made, however, for 1 any special liquor permit, nor for a liquor control license, 2 wine permit, or beer permit surrendered more than nine months 3 after issuance. For purposes of this subsection, any portion 4 of license or permit fees used for the purposes authorized in 5 section 331.424, subsection 1 , paragraph “a” , subparagraphs 6 (1) and (2), Code 2011, and in section 331.424A , shall not be 7 deemed received either by the division or by a local authority. 8 No refund shall be made to any licensee or permittee, upon the 9 surrender of the license or permit, if there is at the time 10 of surrender, a complaint filed with the division or local 11 authority, charging the licensee or permittee with a violation 12 of this chapter . If upon a hearing on a complaint the license 13 or permit is not revoked or suspended, then the licensee or 14 permittee is eligible, upon surrender of the license or permit, 15 to receive a refund as provided in this section ; but if the 16 license or permit is revoked or suspended upon hearing the 17 licensee or permittee is not eligible for the refund of any 18 portion of the license or permit fee. 19 Sec. 22. Section 218.99, Code 2011, is amended to read as 20 follows: 21 218.99 Counties to be notified of patients’ personal 22 accounts. 23 The administrator in control of a state institution shall 24 direct the business manager of each institution under the 25 administrator’s jurisdiction which is mentioned in section 26 331.424, subsection 1 , paragraph “a” , subparagraphs (1) 27 and (2), and for which services are paid under section 28 331.424A , to quarterly inform the county of legal settlement’s 29 entity designated to perform the county’s central point of 30 coordination process of any patient or resident who has an 31 amount in excess of two hundred dollars on account in the 32 patients’ personal deposit fund and the amount on deposit. The 33 administrators shall direct the business manager to further 34 notify the entity designated to perform the county’s central 35 -18- LSB 6140HV (3) 84 md/sc 18/ 58
H.F. 2475 point of coordination process at least fifteen days before the 1 release of funds in excess of two hundred dollars or upon the 2 death of the patient or resident. If the patient or resident 3 has no county of legal settlement, notice shall be made to the 4 director of human services and the administrator in control of 5 the institution involved. 6 Sec. 23. Section 331.263, subsection 2, Code 2011, is 7 amended to read as follows: 8 2. The governing body of the community commonwealth 9 shall have the authority to levy county taxes and shall 10 have the authority to levy city taxes to the extent the 11 city tax levy authority is transferred by the charter to 12 the community commonwealth. A city participating in the 13 community commonwealth shall transfer a portion of the 14 city’s tax levy authorized under section 384.1 or 384.12 , 15 whichever is applicable, to the governing body of the community 16 commonwealth. The maximum rates amount of taxes authorized to 17 be levied under sections section 384.1 and the maximum amount 18 of taxes authorized to be levied under section 384.12 by a city 19 participating in the community commonwealth shall be reduced 20 by an amount equal to the rates of the same or similar taxes 21 levied in the city by the governing body of the community 22 commonwealth. 23 Sec. 24. Section 331.301, subsection 12, Code Supplement 24 2011, is amended to read as follows: 25 12. The board of supervisors may credit funds to a reserve 26 for the purposes authorized by subsection 11 of this section ; 27 section 331.424, subsection 1 , paragraph “a” , subparagraph 28 (6); and section 331.441, subsection 2 , paragraph “b” . Moneys 29 credited to the reserve, and interest earned on such moneys, 30 shall remain in the reserve until expended for purposes 31 authorized by subsection 11 of this section ; section 331.424, 32 subsection 1 , paragraph “a” , subparagraph (6); or section 33 331.441, subsection 2 , paragraph “b” . 34 Sec. 25. Section 331.421, subsections 1 and 10, Code 2011, 35 -19- LSB 6140HV (3) 84 md/sc 19/ 58
H.F. 2475 are amended by striking the subsections. 1 Sec. 26. Section 331.421, Code 2011, is amended by adding 2 the following new subsection: 3 NEW SUBSECTION . 7A. “Item” means a budgeted expenditure, 4 appropriation, or cash reserve from a fund for a service area, 5 program, program element, or purpose. 6 Sec. 27. Section 331.423, Code 2011, is amended by striking 7 the section and inserting in lieu thereof the following: 8 331.423 Property tax dollars —— maximums. 9 1. Annually, the board shall determine separate property 10 tax levy limits to pay for general county services and rural 11 county services in accordance with this section. The property 12 tax levies separately certified for general county services and 13 rural county services under section 331.434 shall not raise 14 property tax dollars that exceed the amount determined under 15 this section. 16 2. For purposes of this section and section 331.423B, unless 17 the context otherwise requires: 18 a. “Annual growth factor” means an index, expressed as 19 a percentage, determined by the department of management by 20 January 1 of the calendar year in which the budget year begins. 21 In determining the annual growth factor, the department shall 22 calculate the average of the preceding twelve-month percentage 23 change, which shall be computed on a monthly basis, in the 24 midwest consumer price index, ending with the percentage change 25 for the month of November. The department shall then add that 26 average percentage change to one hundred percent. In no case, 27 however, shall the annual growth factor exceed one hundred four 28 percent. 29 b. “Boundary adjustment” means annexation, severance, 30 incorporation, or discontinuance as those terms are defined in 31 section 368.1. 32 c. “Budget year” is the fiscal year beginning during the 33 calendar year in which a budget is certified. 34 d. “Current fiscal year” is the fiscal year ending during 35 -20- LSB 6140HV (3) 84 md/sc 20/ 58
H.F. 2475 the calendar year in which a budget is certified. 1 e. “Net new valuation taxes” means the amount of property 2 tax dollars equal to the current fiscal year’s levy rate in 3 the county for general county services or for rural county 4 services, as applicable, multiplied by the increase from the 5 current fiscal year to the budget year in taxable valuation due 6 to the following: 7 (1) Net new construction, excluding all incremental 8 valuation that is released in any one year from either a 9 division of revenue under section 260E.4 or 357H.9, or an 10 urban renewal area for which taxes were being divided under 11 section 403.19 if the property for the valuation being released 12 remains subject to the division of revenue under section 260E.4 13 or 357H.9, or remains part of the urban renewal area that is 14 subject to a division of revenue under section 403.19. 15 (2) Additions or improvements to existing structures. 16 (3) Remodeling of existing structures for which a building 17 permit is required. 18 (4) Net boundary adjustment. 19 (5) A municipality no longer dividing tax revenues in an 20 urban renewal area as provided in section 403.19, a community 21 college no longer dividing revenues as provided in section 22 260E.4, or a rural improvement zone no longer dividing revenues 23 as provided in section 357H.9. 24 (6) That portion of taxable property located in an urban 25 revitalization area on which an exemption was allowed and such 26 exemption has expired. 27 3. a. For the fiscal year beginning July 1, 2013, and 28 subsequent fiscal years, the maximum amount of property tax 29 dollars which may be certified for levy by a county for general 30 county services and rural county services shall be the maximum 31 property tax dollars calculated under paragraphs “b” and “c” , 32 respectively. 33 b. The maximum property tax dollars that may be levied for 34 general county services is an amount equal to the sum of the 35 -21- LSB 6140HV (3) 84 md/sc 21/ 58
H.F. 2475 following: 1 (1) The annual growth factor times the current fiscal year’s 2 maximum property tax dollars for general county services. 3 (2) The amount of net new valuation taxes in the county. 4 c. The maximum property tax dollars that may be levied for 5 rural county services is an amount equal to the sum of the 6 following: 7 (1) The annual growth factor times the current fiscal year’s 8 maximum property tax dollars for rural county services. 9 (2) The amount of net new valuation taxes in the 10 unincorporated area of the county. 11 4. a. For purposes of calculating maximum property tax 12 dollars for general county services for the fiscal year 13 beginning July 1, 2013, only, the term “current fiscal year’s 14 maximum property tax dollars” shall mean the total amount of 15 property tax dollars certified by the county for general county 16 services for the fiscal year beginning July 1, 2012. 17 b. For purposes of calculating maximum property tax dollars 18 for rural county services for the fiscal year beginning July 19 1, 2013, only, the term “current fiscal year’s maximum property 20 tax dollars” shall mean the total amount of property tax dollars 21 certified by the county for rural county services for the 22 fiscal year beginning July 1, 2012. 23 5. Property taxes certified for mental health, mental 24 retardation, and developmental disabilities services, the 25 emergency services fund in section 331.424C, the debt service 26 fund in section 331.430, any capital projects fund established 27 by the county for deposit of bond, loan, or note proceeds, and 28 any temporary increase approved pursuant to section 331.424, 29 are not included in the maximum amount of property tax dollars 30 that may be certified for a budget year under subsection 3. 31 6. The department of management, in consultation with the 32 county finance committee, shall adopt rules to administer this 33 section. The department shall prescribe forms to be used by 34 counties when making calculations required by this section. 35 -22- LSB 6140HV (3) 84 md/sc 22/ 58
H.F. 2475 Sec. 28. NEW SECTION . 331.423B Ending fund balance. 1 1. a. Budgeted ending fund balances for a budget year 2 in excess of twenty-five percent of budgeted expenditures in 3 either the general fund or rural services fund for that budget 4 year shall be explicitly reserved or designated for a specific 5 purpose. 6 b. A county is encouraged, but not required, to reduce 7 ending fund balances for the budget year to an amount equal to 8 approximately twenty-five percent of budgeted expenditures and 9 transfers from the general fund and rural services fund for 10 that budget year unless a decision is certified by the state 11 appeal board ordering a reduction in the ending fund balance 12 of any of those funds. 13 c. In a protest to the county budget under section 331.436, 14 the county shall have the burden of proving that the budgeted 15 balances in excess of twenty-five percent are reasonably likely 16 to be appropriated for the explicitly reserved or designated 17 specific purpose. The excess budgeted balance for the specific 18 purpose shall be considered an increase in an item in the 19 budget for purposes of section 24.28. 20 2. a. For a county that has, as of June 30, 2012, reduced 21 its actual ending fund balance to less than twenty-five 22 percent of actual expenditures, additional property taxes may 23 be computed and levied as provided in this subsection. The 24 additional property tax levy amount is an amount not to exceed 25 twenty-five percent of actual expenditures from the general 26 fund and rural services fund for the fiscal year beginning July 27 1, 2011, minus the combined ending fund balances for those 28 funds for that year. 29 b. The amount of the additional property taxes shall be 30 apportioned between the general fund and the rural services 31 fund. However, the amount apportioned for general county 32 services and for rural county services shall not exceed for 33 each fund twenty-five percent of actual expenditures for the 34 fiscal year beginning July 1, 2011. 35 -23- LSB 6140HV (3) 84 md/sc 23/ 58
H.F. 2475 c. All or a portion of additional property tax dollars 1 may be levied for the purpose of increasing cash reserves 2 for general county services and rural county services in the 3 budget year. The additional property tax dollars authorized 4 under this subsection but not levied may be carried forward as 5 unused ending fund balance taxing authority until and for the 6 fiscal year beginning July 1, 2018. The amount carried forward 7 shall not exceed twenty-five percent of the maximum amount of 8 property tax dollars available in the current fiscal year. 9 Additionally, property taxes that are levied as unused ending 10 fund balance taxing authority under this subsection may be the 11 subject of a protest under section 331.436, and the amount 12 will be considered an increase in an item in the budget for 13 purposes of section 24.28. The amount of additional property 14 taxes levied under this subsection shall not be included in the 15 computation of the maximum amount of property tax dollars which 16 may be certified and levied under section 331.423. 17 Sec. 29. Section 331.424, Code 2011, is amended by striking 18 the section and inserting in lieu thereof the following: 19 331.424 Authority to levy beyond maximum property tax 20 dollars. 21 1. The board may certify additions to the maximum amount 22 of property tax dollars to be levied for a period of time not 23 to exceed two years if the proposition has been submitted at a 24 special election and received a favorable majority of the votes 25 cast on the proposition. 26 2. The special election is subject to the following: 27 a. The board must give at least thirty-two days’ notice to 28 the county commissioner of elections that the special election 29 is to be held. In no case, however, shall a notice be given to 30 the county commissioner of elections after December 31 for an 31 election on a proposition to exceed the statutory limits during 32 the fiscal year beginning in the next calendar year. 33 b. The special election shall be conducted by the county 34 commissioner of elections in accordance with law. 35 -24- LSB 6140HV (3) 84 md/sc 24/ 58
H.F. 2475 c. The proposition to be submitted shall be substantially 1 in the following form: 2 Vote “yes” or “no” on the following: Shall the county of 3 _______ levy for an additional $_______ each year for ___ years 4 beginning July 1, _____, in excess of the statutory limits 5 otherwise applicable for the (general county services or rural 6 services) fund? 7 d. The canvass shall be held beginning at 1:00 p.m. on 8 the second day which is not a holiday following the special 9 election. 10 e. Notice of the special election shall be published at 11 least once in a newspaper as specified in section 331.305 prior 12 to the date of the special election. The notice shall appear 13 as early as practicable after the board has voted to submit 14 a proposition to the voters to levy additional property tax 15 dollars. 16 3. Registered voters in the county may vote on the 17 proposition to increase property taxes for the general fund 18 in excess of the statutory limit. Registered voters residing 19 outside the corporate limits of a city within the county may 20 vote on the proposition to increase property taxes for the 21 rural services fund in excess of the statutory limit. 22 4. The amount of additional property tax dollars certified 23 under this section shall not be included in the computation 24 of the maximum amount of property tax dollars which may be 25 certified and levied under section 331.423. 26 Sec. 30. Section 331.424A, subsection 4, Code Supplement 27 2011, is amended to read as follows: 28 4. For the fiscal year beginning July 1, 1996, and for each 29 subsequent fiscal year, the county shall certify a levy for 30 payment of services. For each fiscal year, county revenues 31 from taxes imposed by the county credited to the services fund 32 shall not exceed an amount equal to the amount of base year 33 expenditures for services as defined in section 331.438 , less 34 the amount of property tax relief to be received pursuant to 35 -25- LSB 6140HV (3) 84 md/sc 25/ 58
H.F. 2475 section 426B.2 , in the fiscal year for which the budget is 1 certified. The county auditor and the board of supervisors 2 shall reduce the amount of the levy certified for the services 3 fund by the amount of property tax relief to be received. A 4 levy certified under this section is not subject to the appeal 5 provisions of section 331.426 or to any other provision in law 6 authorizing a county to exceed, increase, or appeal a property 7 tax levy limit. 8 Sec. 31. Section 331.427, subsection 3, paragraph l, Code 9 2011, is amended to read as follows: 10 l. Services listed in section 331.424, subsection 1 , Code 11 2011, and section 331.554 . 12 Sec. 32. Section 331.428, subsection 2, paragraph d, Code 13 2011, is amended to read as follows: 14 d. Services listed under section 331.424, subsection 2 , Code 15 2011 . 16 Sec. 33. Section 331.434, subsection 1, Code 2011, is 17 amended to read as follows: 18 1. The budget shall show the amount required for each class 19 of proposed expenditures, a comparison of the amounts proposed 20 to be expended with the amounts expended for like purposes for 21 the two preceding years, the revenues from sources other than 22 property taxation, and the amount to be raised by property 23 taxation, in the detail and form prescribed by the director 24 of the department of management. For each county that has 25 established an urban renewal area, the budget shall include 26 estimated and actual tax increment financing revenues and all 27 estimated and actual expenditures of the revenues, proceeds 28 from debt and all estimated and actual expenditures of the 29 debt proceeds, and identification of any entity receiving a 30 direct payment of taxes funded by tax increment financing 31 revenues and shall include the total amount of loans, advances, 32 indebtedness, or bonds outstanding at the close of the most 33 recently ended fiscal year, which qualify for payment from the 34 special fund created in section 403.19 , including interest 35 -26- LSB 6140HV (3) 84 md/sc 26/ 58
H.F. 2475 negotiated on such loans, advances, indebtedness, or bonds. 1 For purposes of this subsection , “indebtedness” includes 2 written agreements whereby the county agrees to suspend, abate, 3 exempt, rebate, refund, or reimburse property taxes, provide 4 a grant for property taxes paid, or make a direct payment 5 of taxes, with moneys in the special fund. The amount of 6 loans, advances, indebtedness, or bonds shall be listed in 7 the aggregate for each county reporting. The county finance 8 committee, in consultation with the department of management 9 and the legislative services agency, shall determine reporting 10 criteria and shall prepare a form for reports filed with the 11 department pursuant to this section . The department shall make 12 the information available by electronic means. 13 Sec. 34. Section 373.10, Code 2011, is amended to read as 14 follows: 15 373.10 Taxing authority. 16 The metropolitan council shall have the authority to 17 levy city taxes to the extent the city tax levy authority 18 is transferred by the charter to the metropolitan council. 19 A member city shall transfer a portion of the city’s tax 20 levy authorized under section 384.1 or 384.12 , whichever is 21 applicable, to the metropolitan council. The maximum rates 22 amount of taxes authorized to be levied under sections section 23 384.1 and the taxes authorized to be levied under section 24 384.12 by a member city shall be reduced by an amount equal to 25 the rates of the same or similar taxes levied in the city by the 26 metropolitan council. 27 Sec. 35. Section 384.1, Code 2011, is amended by striking 28 the section and inserting in lieu thereof the following: 29 384.1 Property tax dollars —— maximums. 30 1. A city shall certify taxes to be levied by the city 31 on all taxable property within the city limits, for all city 32 government purposes. Annually, the city council may certify 33 basic levies for city government purposes, subject to the 34 limitation on property tax dollars provided in this section. 35 -27- LSB 6140HV (3) 84 md/sc 27/ 58
H.F. 2475 2. For purposes of this section and section 384.1B, unless 1 the context otherwise requires: 2 a. “Annual growth factor” means an index, expressed as 3 a percentage, determined by the department of management by 4 January 1 of the calendar year in which the budget year begins. 5 In determining the annual growth factor, the department shall 6 calculate the average of the preceding twelve-month percentage 7 change, which shall be computed on a monthly basis, in the 8 midwest consumer price index, ending with the percentage change 9 for the month of November. The department shall then add that 10 average percentage change to one hundred percent. In no case, 11 however, shall the annual growth factor exceed one hundred four 12 percent. 13 b. “Boundary adjustment” means annexation, severance, 14 incorporation, or discontinuance as those terms are defined in 15 section 368.1. 16 c. “Budget year” is the fiscal year beginning during the 17 calendar year in which a budget is certified. 18 d. “Current fiscal year” is the fiscal year ending during 19 the calendar year in which a budget is certified. 20 e. “Net new valuation taxes” means the amount of property 21 tax dollars equal to the current fiscal year’s levy rate in the 22 city for the general fund multiplied by the increase from the 23 current fiscal year to the budget year in taxable valuation due 24 to the following: 25 (1) Net new construction, excluding all incremental 26 valuation that is released in any one year from either a 27 division of revenue under section 260E.4 or an urban renewal 28 area for which taxes were being divided under section 403.19 if 29 the property for the valuation being released remains subject 30 to the division of revenue under section 260E.4 or remains part 31 of the urban renewal area that is subject to a division of 32 revenue under section 403.19. 33 (2) Additions or improvements to existing structures. 34 (3) Remodeling of existing structures for which a building 35 -28- LSB 6140HV (3) 84 md/sc 28/ 58
H.F. 2475 permit is required. 1 (4) Net boundary adjustment. 2 (5) A municipality no longer dividing tax revenues in an 3 urban renewal area as provided in section 403.19 or a community 4 college no longer dividing revenues as provided in section 5 260E.4. 6 (6) That portion of taxable property located in an urban 7 revitalization area on which an exemption was allowed and such 8 exemption has expired. 9 3. a. For the fiscal year beginning July 1, 2013, and 10 subsequent fiscal years, the maximum amount of property 11 tax dollars which may be certified for levy by a city for 12 the general fund shall be the maximum property tax dollars 13 calculated under paragraph “b” . 14 b. The maximum property tax dollars that may be levied for 15 deposit in the general fund is an amount equal to the sum of the 16 following: 17 (1) The annual growth factor times the current fiscal year’s 18 maximum property tax dollars for the general fund. 19 (2) The amount of net new valuation taxes in the city. 20 4. For purposes of calculating maximum property tax dollars 21 for the city general fund for the fiscal year beginning July 22 1, 2013, only, the term “current fiscal year’s maximum property 23 tax dollars” shall mean the total amount of property tax dollars 24 certified by the city for the city’s general fund for the 25 fiscal year beginning July 1, 2012. 26 5. Property taxes certified for deposit in the debt service 27 fund in section 384.4, trust and agency funds in section 28 384.6, capital improvements reserve fund in section 384.7, 29 the emergency fund in section 384.8, any capital projects 30 fund established by the city for deposit of bond, loan, or 31 note proceeds, any temporary increase approved pursuant to 32 section 384.12A, property taxes collected from a voted levy in 33 section 384.12, and property taxes levied under section 384.12, 34 subsection 18, are not counted against the maximum amount of 35 -29- LSB 6140HV (3) 84 md/sc 29/ 58
H.F. 2475 property tax dollars that may be certified for a fiscal year 1 under subsection 3. 2 6. Notwithstanding the maximum amount of taxes a city 3 may certify for levy, the tax levied by a city on tracts of 4 land and improvements on the tracts of land used and assessed 5 for agricultural or horticultural purposes shall not exceed 6 three dollars and three-eighths cents per thousand dollars 7 of assessed value in any year. Improvements located on such 8 tracts of land and not used for agricultural or horticultural 9 purposes and all residential dwellings are subject to the same 10 rate of tax levied by the city on all other taxable property 11 within the city. 12 7. The department of management, in consultation with the 13 city finance committee, shall adopt rules to administer this 14 section. The department shall prescribe forms to be used by 15 cities when making calculations required by this section. 16 Sec. 36. NEW SECTION . 384.1B Ending fund balance. 17 1. a. Budgeted ending fund balances for a budget year in 18 excess of twenty-five percent of budgeted expenditures from the 19 general fund for that budget year shall be explicitly reserved 20 or designated for a specific purpose. 21 b. A city is encouraged, but not required, to reduce 22 ending fund balances for the budget year to an amount equal to 23 approximately twenty-five percent of budgeted expenditures and 24 transfers from the general fund for that budget year unless 25 a decision is certified by the state appeal board ordering a 26 reduction in the ending fund balance of the fund. 27 c. In a protest to the city budget under section 384.19, 28 the city shall have the burden of proving that the budgeted 29 balances in excess of twenty-five percent are reasonably likely 30 to be appropriated for the explicitly reserved or designated 31 specific purpose. The excess budgeted balance for the specific 32 purpose shall be considered an increase in an item in the 33 budget for purposes of section 24.28. 34 2. a. For a city that has, as of June 30, 2012, reduced its 35 -30- LSB 6140HV (3) 84 md/sc 30/ 58
H.F. 2475 ending fund balance to less than twenty-five percent of actual 1 expenditures, additional property taxes may be computed and 2 levied as provided in this subsection. The additional property 3 tax levy amount is an amount not to exceed the difference 4 between twenty-five percent of actual expenditures for city 5 government purposes for the fiscal year beginning July 1, 2011, 6 minus the ending fund balance for that year. 7 b. All or a portion of additional property tax dollars 8 may be levied for the purpose of increasing cash reserves for 9 city government purposes in the budget year. The additional 10 property tax dollars authorized under this subsection but not 11 levied may be carried forward as unused ending fund balance 12 taxing authority until and for the fiscal year beginning 13 July 1, 2018. The amount carried forward shall not exceed 14 twenty-five percent of the maximum amount of property tax 15 dollars available in the current fiscal year. Additionally, 16 property taxes that are levied as unused ending fund balance 17 taxing authority under this subsection may be the subject of a 18 protest under section 384.19, and the amount will be considered 19 an increase in an item in the budget for purposes of section 20 24.28. The amount of additional property tax dollars levied 21 under this subsection shall not be included in the computation 22 of the maximum amount of property tax dollars which may be 23 certified and levied under section 384.1. 24 Sec. 37. Section 384.12, subsection 20, Code 2011, is 25 amended by striking the subsection. 26 Sec. 38. NEW SECTION . 384.12A Authority to levy beyond 27 maximum property tax dollars. 28 1. The city council may certify additions to the maximum 29 amount of property tax dollars to be levied for a period of 30 time not to exceed two years if the proposition has been 31 submitted at a special election and received a favorable 32 majority of the votes cast on the proposition. 33 2. The special election is subject to the following: 34 a. The city council must give at least thirty-two days’ 35 -31- LSB 6140HV (3) 84 md/sc 31/ 58
H.F. 2475 notice to the county commissioner of elections that the special 1 election is to be held. In no case, however, shall a notice be 2 given to the county commissioner of elections after December 31 3 for an election on a proposition to exceed the statutory limits 4 during the fiscal year beginning in the next calendar year. 5 b. The special election shall be conducted by the county 6 commissioner of elections in accordance with law. 7 c. The proposition to be submitted shall be substantially 8 in the following form: 9 Vote “yes” or “no” on the following: Shall the city of 10 _______ levy for an additional $_______ each year for ___ years 11 beginning next July 1, ____, in excess of the statutory limits 12 otherwise applicable for the city general fund? 13 d. The canvass shall be held beginning at 1:00 p.m. on 14 the second day which is not a holiday following the special 15 election. 16 e. Notice of the special election shall be published at 17 least once in a newspaper as specified in section 362.3 prior 18 to the date of the special election. The notice shall appear 19 as early as practicable after the city council has voted to 20 submit a proposition to the voters to levy additional property 21 tax dollars. 22 3. The amount of additional property tax dollars certified 23 under this section shall not be included in the computation 24 of the maximum amount of property tax dollars which may be 25 certified and levied under section 384.1. 26 Sec. 39. Section 384.16, subsection 1, paragraph b, Code 27 2011, is amended to read as follows: 28 b. A budget must show comparisons between the estimated 29 expenditures in each program in the following year, the latest 30 estimated expenditures in each program in the current year, 31 and the actual expenditures in each program from the annual 32 report as provided in section 384.22 , or as corrected by a 33 subsequent audit report. Wherever practicable, as provided in 34 rules of the committee, a budget must show comparisons between 35 -32- LSB 6140HV (3) 84 md/sc 32/ 58
H.F. 2475 the levels of service provided by each program as estimated for 1 the following year, and actual levels of service provided by 2 each program during the two preceding years. For each city 3 that has established an urban renewal area, the budget shall 4 include estimated and actual tax increment financing revenues 5 and all estimated and actual expenditures of the revenues, 6 proceeds from debt and all estimated and actual expenditures of 7 the debt proceeds, and identification of any entity receiving 8 a direct payment of taxes funded by tax increment financing 9 revenues and shall include the total amount of loans, advances, 10 indebtedness, or bonds outstanding at the close of the most 11 recently ended fiscal year, which qualify for payment from the 12 special fund created in section 403.19 , including interest 13 negotiated on such loans, advances, indebtedness, or bonds. 14 The amount of loans, advances, indebtedness, or bonds shall 15 be listed in the aggregate for each city reporting. The city 16 finance committee, in consultation with the department of 17 management and the legislative services agency, shall determine 18 reporting criteria and shall prepare a form for reports filed 19 with the department pursuant to this section . The department 20 shall make the information available by electronic means. 21 Sec. 40. Section 384.19, Code 2011, is amended by adding the 22 following new unnumbered paragraph: 23 NEW UNNUMBERED PARAGRAPH . For purposes of a tax protest 24 filed under this section, “item” means a budgeted expenditure, 25 appropriation, or cash reserve from a fund for a service area, 26 program, program element, or purpose. 27 Sec. 41. Section 386.8, Code 2011, is amended to read as 28 follows: 29 386.8 Operation tax. 30 A city may establish a self-supported improvement district 31 operation fund, and may certify taxes not to exceed the 32 rate limitation as established in the ordinance creating the 33 district, or any amendment thereto, each year to be levied 34 for the fund against all of the property in the district, 35 -33- LSB 6140HV (3) 84 md/sc 33/ 58
H.F. 2475 for the purpose of paying the administrative expenses of 1 the district, which may include but are not limited to 2 administrative personnel salaries, a separate administrative 3 office, planning costs including consultation fees, engineering 4 fees, architectural fees, and legal fees and all other expenses 5 reasonably associated with the administration of the district 6 and the fulfilling of the purposes of the district. The taxes 7 levied for this fund may also be used for the purpose of paying 8 maintenance expenses of improvements or self-liquidating 9 improvements for a specified length of time with one or more 10 options to renew if such is clearly stated in the petition 11 which requests the council to authorize construction of the 12 improvement or self-liquidating improvement, whether or not 13 such petition is combined with the petition requesting creation 14 of a district. Parcels of property which are assessed as 15 residential property for property tax purposes are exempt from 16 the tax levied under this section except residential properties 17 within a duly designated historic district. A tax levied under 18 this section is not subject to the levy limitation in section 19 384.1 . 20 Sec. 42. Section 386.9, Code 2011, is amended to read as 21 follows: 22 386.9 Capital improvement tax. 23 A city may establish a capital improvement fund for a 24 district and may certify taxes, not to exceed the rate 25 established by the ordinance creating the district, or any 26 subsequent amendment thereto, each year to be levied for 27 the fund against all of the property in the district, for 28 the purpose of accumulating moneys for the financing or 29 payment of a part or all of the costs of any improvement or 30 self-liquidating improvement. However, parcels of property 31 which are assessed as residential property for property tax 32 purposes are exempt from the tax levied under this section 33 except residential properties within a duly designated historic 34 district. A tax levied under this section is not subject to 35 -34- LSB 6140HV (3) 84 md/sc 34/ 58
H.F. 2475 the levy limitations in section 384.1 or 384.7 . 1 Sec. 43. REPEAL. Sections 331.425 and 331.426, Code 2011, 2 are repealed. 3 Sec. 44. APPLICABILITY. This division of this Act applies 4 to fiscal years beginning on or after July 1, 2013. 5 DIVISION V 6 BUSINESS PROPERTY TAX CREDIT 7 Sec. 45. Section 331.512, Code 2011, is amended by adding 8 the following new subsection: 9 NEW SUBSECTION . 13B. Carry out duties relating to the 10 business property tax credit as provided in chapter 426C. 11 Sec. 46. Section 331.559, Code 2011, is amended by adding 12 the following new subsection: 13 NEW SUBSECTION . 14A. Carry out duties relating to the 14 business property tax credit as provided in chapter 426C. 15 Sec. 47. NEW SECTION . 426C.1 Definitions. 16 For the purposes of this chapter, unless the context 17 otherwise requires: 18 1. “Contiguous parcels” means any of the following: 19 a. Parcels that share a common boundary. 20 b. Parcels within the same building or structure regardless 21 of whether the parcels share a common boundary. 22 c. Permanent improvements to the land that are situated 23 on one or more parcels of land that are assessed and taxed 24 separately from the permanent improvements if the parcels of 25 land upon which the permanent improvements are situated share 26 a common boundary. 27 2. “Department” means the department of revenue. 28 3. “Fund” means the business property tax credit fund 29 created in section 426C.2. 30 4. “Parcel” means as defined in section 445.1. 31 5. “Property unit” means contiguous parcels all of which 32 are located within the same county, with the same property tax 33 classification, each of which contains permanent improvements, 34 are owned by the same person, and are operated by that person 35 -35- LSB 6140HV (3) 84 md/sc 35/ 58
H.F. 2475 for a common use and purpose. 1 Sec. 48. NEW SECTION . 426C.2 Business property tax credit 2 fund —— appropriation. 3 1. A business property tax credit fund is created in the 4 state treasury under the authority of the department. For 5 the fiscal year beginning July 1, 2014, there is appropriated 6 from the general fund of the state to the department to be 7 credited to the fund, the sum of twenty-four million dollars 8 to be used for business property tax credits authorized in 9 this chapter. For the fiscal year beginning July 1, 2015, 10 there is appropriated from the general fund of the state to the 11 department to be credited to the fund, the sum of forty-eight 12 million dollars. For the fiscal year beginning July 1, 2016, 13 there is appropriated from the general fund of the state to the 14 department to be credited to the fund, the sum of seventy-two 15 million dollars. For the fiscal year beginning July 1, 2017, 16 there is appropriated from the general fund of the state to the 17 department to be credited to the fund, the sum of ninety-six 18 million dollars. For the fiscal year beginning July 1, 2018, 19 and each fiscal year thereafter, there is appropriated from the 20 general fund of the state to the department to be credited to 21 the fund, the sum of one hundred twenty million dollars. 22 2. Notwithstanding section 12C.7, subsection 2, interest or 23 earnings on moneys deposited in the fund shall be credited to 24 the fund. Moneys in the fund are not subject to the provisions 25 of section 8.33 and shall not be transferred, used, obligated, 26 appropriated, or otherwise encumbered except as provided in 27 this chapter. 28 Sec. 49. NEW SECTION . 426C.3 Claims for credit. 29 1. Each person who wishes to claim the credit allowed 30 under this chapter shall obtain the appropriate forms from the 31 assessor and file the claim with the assessor. The director 32 of revenue shall prescribe suitable forms and instructions for 33 such claims, and make such forms and instructions available to 34 the assessors. 35 -36- LSB 6140HV (3) 84 md/sc 36/ 58
H.F. 2475 2. a. Claims for the business property tax credit shall be 1 filed not later than March 15 preceding the fiscal year during 2 which the taxes for which the credit is claimed are due and 3 payable. 4 b. A claim filed after the deadline for filing claims shall 5 be considered as a claim for the following year. 6 3. Upon the filing of a claim and allowance of the credit, 7 the credit shall be allowed on the parcel or property unit for 8 successive years without further filing as long as the parcel 9 or property unit satisfies the requirements for the credit. If 10 the parcel or property unit owner ceases to qualify for the 11 credit under this chapter, the owner shall provide written 12 notice to the assessor by the date for filing claims specified 13 in subsection 2 following the date on which the parcel or 14 property unit ceases to qualify for the credit. 15 4. When all or a portion of a parcel or property unit that 16 is allowed a credit under this chapter is sold, transferred, 17 or ownership otherwise changes, the buyer, transferee, or 18 new owner who wishes to receive the credit shall refile the 19 claim for credit. In addition, when a portion of a parcel or 20 property unit that is allowed a credit under this chapter is 21 sold, transferred, or ownership otherwise changes, the owner of 22 the portion of the parcel or property unit for which ownership 23 did not change shall refile the claim for credit. 24 5. The assessor shall remit the claims for credit to the 25 county auditor with the assessor’s recommendation for allowance 26 or disallowance. If the assessor recommends disallowance 27 of a claim, the assessor shall submit the reasons for the 28 recommendation, in writing, to the county auditor. The county 29 auditor shall forward the claims to the board of supervisors. 30 The board shall allow or disallow the claims. 31 6. For each claim and allowance of a credit for a property 32 unit, the county auditor shall calculate the average of all 33 consolidated levy rates applicable to the several parcels 34 within the property unit. All claims for credit which have 35 -37- LSB 6140HV (3) 84 md/sc 37/ 58
H.F. 2475 been allowed by the board of supervisors, the actual value of 1 the permanent improvements to such parcels and property units 2 applicable to the fiscal year for which the credit is claimed 3 that are subject to assessment and taxation prior to imposition 4 of any applicable assessment limitation, the consolidated levy 5 rates for such parcels and the average consolidated levy rates 6 for such property units applicable to the fiscal year for which 7 the credit is claimed, and the taxing districts in which the 8 parcel or property unit is located, shall be certified on or 9 before June 30, in each year, by the county auditor to the 10 department. 11 7. The assessor shall maintain a permanent file of current 12 business property tax credits. The assessor shall file a 13 notice of transfer of property for which a credit has been 14 allowed when notice is received from the office of the county 15 recorder, from the person who sold or transferred the property, 16 or from the personal representative of a deceased property 17 owner. The county recorder shall give notice to the assessor 18 of each transfer of title filed in the recorder’s office. The 19 notice from the county recorder shall describe the property 20 transferred, the name of the person transferring title to the 21 property, and the name of the person to whom title to the 22 property has been transferred. 23 Sec. 50. NEW SECTION . 426C.4 Eligibility and amount of 24 credit. 25 1. Each parcel classified and taxed as commercial property, 26 industrial property, or railway property under chapter 434, 27 and improved with permanent construction, is eligible for a 28 credit under this chapter. A person may claim and receive one 29 credit under this chapter for each eligible parcel unless the 30 parcel is part of a property unit. A person may only claim and 31 receive one credit under this chapter for each property unit. 32 A credit approved for a property unit shall be allocated to the 33 several parcels within the property unit in the proportion that 34 each parcel’s total amount of property taxes due and payable 35 -38- LSB 6140HV (3) 84 md/sc 38/ 58
H.F. 2475 attributable to the permanent improvements bears to the total 1 amount of property taxes due and payable attributable to the 2 permanent improvements for the property unit. Only property 3 units comprised of commercial property, comprised of industrial 4 property, or comprised of railway property under chapter 434 5 are eligible for a credit under this chapter. 6 2. Using the actual value of the permanent improvements 7 and the consolidated levy rate for each parcel or the average 8 consolidated levy rate for each property unit, as certified 9 by the county auditor to the department under section 426C.3, 10 subsection 6, the department shall calculate, for each 11 fiscal year, an initial amount of actual value of permanent 12 improvements for use in determining the amount of the credit 13 for each such parcel or property unit so as to provide the 14 maximum possible credit according to the credit formula and 15 limitations under subsection 3, and to provide a total dollar 16 amount of credits against the taxes due and payable in the 17 fiscal year equal to ninety-eight percent of the moneys in the 18 fund following the deposit of the appropriation for the fiscal 19 year. 20 3. a. The amount of the credit for each parcel or property 21 unit for which a claim for credit under this chapter has been 22 approved shall be calculated under paragraph “b” using the 23 lesser of the initial amount of actual value of the permanent 24 improvements determined by the department under subsection 25 2, and the actual value of the permanent improvements to the 26 parcel or property unit as certified by the county auditor 27 under section 426C.3, subsection 6. 28 b. The amount of the credit for each parcel or property 29 unit for which a claim for credit under this chapter has 30 been approved shall be equal to the amount of actual value 31 determined under paragraph “a” multiplied by the difference, 32 stated as a percentage, between the assessment limitation 33 applicable to the parcel or property unit under section 441.21, 34 subsection 5, and the assessment limitation applicable to 35 -39- LSB 6140HV (3) 84 md/sc 39/ 58
H.F. 2475 residential property under section 441.21, subsection 4, 1 divided by one thousand dollars, and then multiplied by the 2 consolidated levy rate or average consolidated levy rate for 3 one thousand dollars of taxable value applicable to the parcel 4 or property unit for the fiscal year for which the credit 5 is claimed as certified by the county auditor under section 6 426C.3, subsection 6. 7 Sec. 51. NEW SECTION . 426C.5 Payment to counties. 8 1. Annually the department shall certify to the county 9 auditor of each county the amounts of the business property 10 tax credits allowed in the county. Each county auditor shall 11 then enter the credits against the tax levied on each eligible 12 parcel or property unit in the county, designating on the tax 13 lists the credit as being from the fund. Each taxing district 14 shall receive its share of the business property tax credit 15 allowed on each eligible parcel or property unit in such taxing 16 district, in the proportion that the levy made by such taxing 17 district upon the parcel or property unit bears to the total 18 levy upon the parcel or property unit by all taxing districts 19 imposing a property tax in such taxing district. However, the 20 several taxing districts shall not draw the moneys so credited 21 until after the semiannual allocations have been received by 22 the county treasurer, as provided in this section. Each county 23 treasurer shall show on each tax receipt the amount of credit 24 received from the fund. 25 2. The director of the department of administrative 26 services shall issue warrants on the fund payable to the county 27 treasurers of the several counties of the state under this 28 chapter. 29 3. The amount due each county shall be paid in two payments 30 on November 15 and March 15 of each fiscal year, drawn upon 31 warrants payable to the respective county treasurers. The two 32 payments shall be as nearly equal as possible. 33 Sec. 52. NEW SECTION . 426C.6 Appeals. 34 1. If the board of supervisors disallows a claim for credit 35 -40- LSB 6140HV (3) 84 md/sc 40/ 58
H.F. 2475 under section 426C.3, subsection 5, the board of supervisors 1 shall send written notice, by mail, to the claimant at the 2 claimant’s last known address. The notice shall state the 3 reasons for disallowing the claim for the credit. The board 4 of supervisors is not required to send notice that a claim for 5 credit is disallowed if the claimant voluntarily withdraws the 6 claim. Any person whose claim is denied under the provisions 7 of this chapter may appeal from the action of the board of 8 supervisors to the district court of the county in which the 9 parcel or property unit is located by giving written notice 10 of such appeal to the county auditor within twenty days from 11 the date of mailing of notice of such action by the board of 12 supervisors. 13 2. If any claim for credit has been denied by the board 14 of supervisors, and such action is subsequently reversed on 15 appeal, the credit shall be allowed on the applicable parcel 16 or property unit, and the director of revenue, the county 17 auditor, and the county treasurer shall provide the credit and 18 change their books and records accordingly. In the event the 19 appealing taxpayer has paid one or both of the installments of 20 the tax payable in the year or years in question, remittance 21 shall be made to such taxpayer of the amount of such credit. 22 The amount of such credit awarded on appeal shall be allocated 23 and paid from the balance remaining in the fund. 24 Sec. 53. NEW SECTION . 426C.7 Audit —— denial. 25 1. If on the audit of a credit provided under this chapter, 26 the director of revenue determines the amount of the credit 27 to have been incorrectly calculated or that the credit is 28 not allowable, the director shall recalculate the credit and 29 notify the taxpayer and the county auditor of the recalculation 30 or denial and the reasons for it. The director shall not 31 adjust a credit after three years from October 31 of the year 32 in which the claim for the credit was filed. If the credit 33 has been paid, the director shall give notification to the 34 taxpayer, the county treasurer, and the applicable assessor 35 -41- LSB 6140HV (3) 84 md/sc 41/ 58
H.F. 2475 of the recalculation or denial of the credit and the county 1 treasurer shall proceed to collect the tax owed in the same 2 manner as other property taxes due and payable are collected, 3 if the parcel or property unit for which the credit was allowed 4 is still owned by the taxpayer. If the parcel or property unit 5 for which the credit was allowed is not owned by the taxpayer, 6 the amount may be recovered from the taxpayer by assessment in 7 the same manner that income taxes are assessed under sections 8 422.26 and 422.30. The amount of such erroneous credit, when 9 collected, shall be deposited in the fund. 10 2. The taxpayer or board of supervisors may appeal any 11 decision of the director of revenue to the state board of tax 12 review pursuant to section 421.1, subsection 5. The taxpayer, 13 the board of supervisors, or the director of revenue may seek 14 judicial review of the action of the state board of tax review 15 in accordance with chapter 17A. 16 Sec. 54. NEW SECTION . 426C.8 False claim —— penalty. 17 A person who makes a false claim for the purpose of obtaining 18 a credit provided for in this chapter or who knowingly receives 19 the credit without being legally entitled to it is guilty of a 20 fraudulent practice. The claim for a credit of such a person 21 shall be disallowed and if the credit has been paid the amount 22 shall be recovered in the manner provided in section 426C.7. 23 In such cases, the director of revenue shall send a notice of 24 disallowance of the credit. 25 Sec. 55. NEW SECTION . 426C.9 Rules. 26 The director of revenue shall prescribe forms, instructions, 27 and rules pursuant to chapter 17A, as necessary, to carry out 28 the purposes of this chapter. 29 Sec. 56. APPLICABILITY. This division of this Act applies 30 to property taxes due and payable in fiscal years beginning on 31 or after July 1, 2014. 32 DIVISION VI 33 MULTIRESIDENTIAL PROPERTY CLASSIFICATION 34 Sec. 57. Section 404.2, subsection 2, paragraph f, Code 35 -42- LSB 6140HV (3) 84 md/sc 42/ 58
H.F. 2475 2011, is amended to read as follows: 1 f. A statement specifying whether the revitalization is 2 applicable to none, some, or all of the property assessed as 3 residential, multiresidential, agricultural, commercial , or 4 industrial property within the designated area or a combination 5 thereof and whether the revitalization is for rehabilitation 6 and additions to existing buildings or new construction or 7 both. If revitalization is made applicable only to some 8 property within an assessment classification, the definition of 9 that subset of eligible property must be by uniform criteria 10 which further some planning objective identified in the plan. 11 The city shall state how long it is estimated that the area 12 shall remain a designated revitalization area which time 13 shall be longer than one year from the date of designation 14 and shall state any plan by the city to issue revenue bonds 15 for revitalization projects within the area. For a county, a 16 revitalization area shall include only property which will be 17 used as industrial property, commercial property, commercial 18 property consisting of three or more separate living quarters 19 with at least seventy-five percent of the space used for 20 residential purposes, multiresidential property, or residential 21 property. However, a county shall not provide a tax exemption 22 under this chapter to commercial property, commercial property 23 consisting of three or more separate living quarters with at 24 least seventy-five percent of the space used for residential 25 purposes, multiresidential property, or residential property 26 which is located within the limits of a city. 27 Sec. 58. Section 404.3, subsection 4, Code 2011, is amended 28 to read as follows: 29 4. All qualified real estate assessed as residential 30 property or assessed as commercial property, if the commercial 31 property consists of three or more separate living quarters 32 with at least seventy-five percent of the space used for 33 residential purposes, or assessed as multiresidential property 34 is eligible to receive a one hundred percent exemption from 35 -43- LSB 6140HV (3) 84 md/sc 43/ 58
H.F. 2475 taxation on the actual value added by the improvements. The 1 exemption is for a period of ten years. 2 Sec. 59. Section 441.21, subsection 8, paragraph b, Code 3 Supplement 2011, is amended to read as follows: 4 b. Notwithstanding paragraph “a” , any construction or 5 installation of a solar energy system on property classified 6 as agricultural, residential, commercial, multiresidential, or 7 industrial property shall not increase the actual, assessed , 8 and taxable values of the property for five full assessment 9 years. 10 Sec. 60. Section 441.21, subsections 9 and 10, Code 11 Supplement 2011, are amended to read as follows: 12 9. Not later than November 1, 1979, and November 1 of each 13 subsequent year, the director shall certify to the county 14 auditor of each county the percentages of actual value at 15 which residential property, agricultural property, commercial 16 property, industrial property, multiresidential property, 17 and property valued by the department of revenue pursuant 18 to chapters 428 , 433 , 434 , 437 , and 438 in each assessing 19 jurisdiction in the county shall be assessed for taxation. The 20 county auditor shall proceed to determine the assessed values 21 of agricultural property, residential property, commercial 22 property, industrial property, multiresidential property, 23 and property valued by the department of revenue pursuant 24 to chapters 428 , 433 , 434 , 437 , and 438 by applying such 25 percentages to the current actual value of such property, 26 as reported to the county auditor by the assessor, and the 27 assessed values so determined shall be the taxable values of 28 such properties upon which the levy shall be made. 29 10. The percentage of actual value computed by the 30 director for agricultural property, residential property, 31 commercial property, industrial property , multiresidential 32 property, and property valued by the department of revenue 33 pursuant to chapters 428 , 433 , 434 , 437 , and 438 and used to 34 determine assessed values of those classes of property does not 35 -44- LSB 6140HV (3) 84 md/sc 44/ 58
H.F. 2475 constitute a rule as defined in section 17A.2, subsection 11 . 1 Sec. 61. Section 441.21, Code Supplement 2011, is amended by 2 adding the following new subsection: 3 NEW SUBSECTION . 13. a. Beginning with valuations 4 established on or after January 1, 2013, mobile home parks, 5 manufactured home communities, land-leased communities, 6 assisted living facilities, and that portion of a building 7 that is used for human habitation and a proportionate share of 8 the land upon which the building is situated, even if the use 9 for human habitation is not the primary use of the building, 10 and regardless of the number of dwelling units located in 11 the building, and not otherwise classified as residential 12 property, shall be valued as a separate class of property 13 known as multiresidential property and, excluding properties 14 referred to in section 427A.1, subsection 8, shall be assessed 15 at a percentage of its actual value, as determined in this 16 subsection. For valuations established for the assessment year 17 beginning January 1, 2013, the percentage of actual value as 18 equalized by the director of revenue as provided in section 19 441.49 at which multiresidential property shall be assessed 20 shall be ninety percent. For valuations established for the 21 assessment year beginning January 1, 2014, the percentage 22 of actual value as equalized by the director of revenue as 23 provided in section 441.49 at which multiresidential property 24 shall be assessed shall be eighty percent. For valuations 25 established for the assessment year beginning January 1, 2015, 26 the percentage of actual value as equalized by the director of 27 revenue as provided in section 441.49 at which multiresidential 28 property shall be assessed shall be seventy percent. For 29 valuations established for the assessment year beginning 30 January 1, 2016, the percentage of actual value as equalized by 31 the director of revenue as provided in section 441.49 at which 32 multiresidential property shall be assessed shall be sixty 33 percent. For valuations established for the assessment year 34 beginning January 1, 2017, and each assessment year thereafter, 35 -45- LSB 6140HV (3) 84 md/sc 45/ 58
H.F. 2475 the percentage of actual value as equalized by the director of 1 revenue as provided in section 441.49 at which multiresidential 2 property shall be assessed shall be equal to the percentage of 3 actual value at which property assessed as residential property 4 is assessed under subsection 4 for the same assessment year. 5 b. Accordingly, the assessor may assign more than one 6 classification to a parcel of property that, in part, satisfies 7 the requirements of this subsection. In no case, however, 8 shall a hotel, motel, inn, or other building where rooms or 9 dwelling units are usually rented for less than one month be 10 classified as multiresidential property under this subsection. 11 c. As used in this subsection: 12 (1) “Assisted living facility” means property for providing 13 assisted living as defined in section 231C.2. 14 (2) “Dwelling unit” means an apartment, group of rooms, 15 or single room which is occupied as separate living quarters 16 or, if vacant, is intended for occupancy as separate living 17 quarters, in which a tenant can live and sleep separately from 18 any other persons in the building. 19 (3) “Land-leased community” means the same as defined in 20 sections 335.30A and 414.28A. 21 (4) “Manufactured home community” means the same as a 22 land-leased community. 23 (5) “Mobile home park” means the same as defined in section 24 435.1. 25 Sec. 62. Section 558.46, subsection 5, Code 2011, is amended 26 to read as follows: 27 5. For the purposes of this section , “residential property” 28 includes commercial multiresidential property as defined in 29 section 441.21, subsection 13, consisting of three or more 30 separate living quarters with at least seventy-five percent of 31 the space used for residential purposes. 32 Sec. 63. APPLICABILITY. This division of this Act applies 33 to assessment years beginning on or after January 1, 2013. 34 EXPLANATION 35 -46- LSB 6140HV (3) 84 md/sc 46/ 58
H.F. 2475 This bill relates to taxation and local government budgets 1 by providing for an increase in the amount of the earned 2 income tax credit, establishing and modifying property 3 assessment limitations, providing for certain property tax 4 replacement payments, modifying the assessment and taxation 5 of telecommunications company property, establishing budget 6 limitations for counties and cities, modifying certain 7 reporting requirements, establishing a property tax credit 8 for certain commercial, industrial, and railway property, and 9 classifying certain property as multiresidential property. 10 Division I of the bill increases the amount of the state 11 earned income tax credit. Currently, the credit is equal to 12 7 percent of the amount of a taxpayer’s federal earned income 13 tax credit. The bill increases the amount of the credit to 10 14 percent. 15 Division I of the bill applies retroactively to January 1, 16 2012, for tax years beginning on or after that date. 17 Division II of the bill changes the property tax assessment 18 limitation percentage for residential property and agricultural 19 property from 4 percent to 3 percent for assessment years 20 beginning on or after January 1, 2013. 21 Division II of the bill strikes the methodology in Code 22 section 441.21(5) currently used to determine the percentage 23 of actual value at which commercial property and industrial 24 property are assessed for property tax purposes. The bill 25 provides that for valuations established for the assessment 26 year beginning January 1, 2013, the percentage of actual value 27 at which commercial and industrial property are assessed is 28 98 percent. For the assessment year beginning January 1, 29 2014, the percentage of actual value at which commercial and 30 industrial property are assessed is 96 percent. For the 31 assessment year beginning January 1, 2015, the percentage of 32 actual value at which commercial and industrial property are 33 assessed is 94 percent. For the assessment year beginning 34 January 1, 2016, the percentage of actual value at which 35 -47- LSB 6140HV (3) 84 md/sc 47/ 58
H.F. 2475 commercial and industrial property are assessed is 92 percent. 1 For assessment years beginning on or after January 1, 2017, the 2 percentage of actual value at which commercial and industrial 3 property are assessed is 90 percent. 4 Division II of the bill also modifies the provision relating 5 to the calculation of the assessment limitation for property 6 valued by the department of revenue pursuant to Code chapters 7 428, 433, 437, and 438 by specifying that for assessment years 8 beginning on or after January 1, 2013, but before January 1, 9 2019, such assessment limitation shall be calculated using 10 property valuations for the applicable assessment years 11 that include the total value of specified telecommunications 12 company property exempted from taxation under new Code section 13 433.4(2)(b), if enacted in division III of the bill. 14 Division II provides that for valuations established on 15 or after January 1, 2013, property valued by the department 16 of revenue pursuant to Code chapter 434 (railway property) 17 is assessed at a percentage of its actual value equal to the 18 percentage of actual value at which commercial property is 19 assessed for the same assessment year. 20 Division II creates a commercial and industrial property tax 21 replacement fund in new Code section 441.21A under the control 22 of the department of revenue. For the fiscal year beginning 23 July 1, 2014, there is appropriated from the general fund of 24 the state to the department of revenue to be credited to the 25 fund an amount necessary to pay all commercial and industrial 26 property tax replacement claims for the fiscal year, not to 27 exceed $28 million. For the fiscal year beginning July 1, 28 2015, there is appropriated from the general fund of the state 29 to the department of revenue to be credited to the fund an 30 amount necessary to pay all commercial and industrial property 31 tax replacement claims for the fiscal year, not to exceed $56 32 million. For the fiscal year beginning July 1, 2016, there 33 is appropriated from the general fund of the state to the 34 department of revenue to be credited to the fund an amount 35 -48- LSB 6140HV (3) 84 md/sc 48/ 58
H.F. 2475 necessary to pay all commercial and industrial property tax 1 replacement claims for the fiscal year, not to exceed $84 2 million. For the fiscal year beginning July 1, 2017, there 3 is appropriated from the general fund of the state to the 4 department of revenue to be credited to the fund an amount 5 necessary to pay all commercial and industrial property tax 6 replacement claims for the fiscal year, not to exceed $112 7 million. For the fiscal year beginning July 1, 2018, and each 8 fiscal year thereafter, there is appropriated from the general 9 fund of the state to the department of revenue to be credited 10 to the fund an amount necessary to pay all commercial and 11 industrial property tax replacement claims for the fiscal year, 12 not to exceed $140 million. 13 Division II provides that beginning with the fiscal year 14 starting July 1, 2014, moneys appropriated to the commercial 15 and industrial property tax replacement fund are for the 16 payment of commercial and industrial property tax replacement 17 claims. The bill provides that if an amount appropriated for 18 a fiscal year is insufficient to pay all replacement claims, 19 the director of revenue shall prorate the disbursements from 20 the fund to the county treasurers and shall notify the county 21 auditors of the pro rata percentage on or before September 30. 22 Any unspent balance as of June 30 of each year shall revert to 23 the general fund of the state as provided in Code section 8.33. 24 Division II requires the assessor to determine, on or 25 before July 1 of each fiscal year beginning on or after July 26 1, 2014, the total assessed value of all commercial property, 27 industrial property, and property assessed by the department 28 of revenue under Code chapter 434 (railway) for taxes due 29 and payable in that fiscal year and the total assessed value 30 of all such property assessed as of January 1, 2012, and to 31 report those valuations to the county auditor. On or before 32 September 1, the county auditor prepares a statement, based 33 upon the report listing for each taxing district in the county 34 the assessed values of such property located in the taxing 35 -49- LSB 6140HV (3) 84 md/sc 49/ 58
H.F. 2475 district for specified assessment years, the tax levy rate for 1 each taxing district, and the property tax replacement claim 2 for each taxing district. The replacement claim is equal to 3 the difference between the assessed valuation of all such 4 property located in the taxing district and assessed for the 5 applicable assessment year and the total assessed value of all 6 such property located in the taxing district and assessed as 7 of January 1, 2012, multiplied by the tax rate specified for 8 the taxing district. If the January 1, 2012, assessment amount 9 is less, there is no replacement claim for the taxing district 10 for that year. 11 Replacement claims are paid to each county treasurer in 12 equal installments in September and March of each year. The 13 county treasurer apportions the replacement claim payments 14 among the eligible taxing districts in the county. 15 Division II of the bill defines a tax increment financing 16 district in an urban renewal area as a taxing district for 17 purposes of allocation of replacement moneys and provides for 18 the method of allocation in those districts. 19 Division II, pursuant to Code section 4.13, does not affect 20 the application of prior provisions of Code section 441.21 to 21 assessment years beginning before January 1, 2013. 22 Division II of the bill applies to assessment years 23 beginning on or after January 1, 2013. 24 Division III of the bill relates to the manner in which the 25 property of telecommunications companies is assessed and taxed. 26 The assessment provisions of current Code section 27 433.4 provide that in ascertaining the actual value of 28 telecommunications company property the director of revenue 29 shall include all property of every kind and character 30 whatsoever, real, personal, or mixed, used by the company in 31 the transaction of telegraph and telephone business. 32 Division III of the bill strikes the provisions that 33 included all kinds and character of property in the 34 determination of actual value of a company’s property. 35 -50- LSB 6140HV (3) 84 md/sc 50/ 58
H.F. 2475 Instead, the bill provides that for assessment years beginning 1 on or after January 1, 2013, a company’s property, excluding 2 central office equipment, transmission equipment, qualified 3 telephone company property, and intangible property, all 4 as defined in the bill, shall be subject to assessment and 5 taxation under Code chapter 433 by the director of revenue in 6 the same manner as property assessed and taxed as commercial 7 property. The bill provides, however, that for assessment 8 years beginning on or after January 1, 2013, but before January 9 1, 2018, the director of revenue shall include as part of the 10 actual value so determined for that assessment year a specified 11 amount of actual value of the company’s qualified telephone 12 company property. The bill defines “qualified telephone 13 company property” as telephone wire, telephone cable, fiber 14 optic cable, conduit systems, poles, or other equipment owned 15 or leased by a company and used by the company to transmit 16 sound or data. 17 Division III of the bill strikes a provision in Code section 18 476.1D that allowed certain specified long-distance telephone 19 company property to be assessed for taxation as commercial 20 property by the local assessor. 21 Except for the section of division III of the bill amending 22 Code section 476.1D, division III of the bill takes effect 23 July 1, 2012, and applies to assessment years beginning on or 24 after January 1, 2013. The section of division III of the bill 25 amending Code section 476.1D takes effect July 1, 2017, and 26 applies to assessment years beginning on or after January 1, 27 2018. 28 Division III of the bill provides that the provisions in 29 Code section 25B.7, relating to the obligation of the state 30 to reimburse local jurisdictions for property tax credits and 31 exemptions, does not apply to the exemption in division III of 32 the bill. 33 Division III, pursuant to Code section 4.13, does not 34 affect the application of Code chapter 433 to assessment years 35 -51- LSB 6140HV (3) 84 md/sc 51/ 58
H.F. 2475 beginning before January 1, 2013. 1 Division IV of the bill removes the property tax levy rate 2 limitations on the general and rural funds for counties and on 3 the general fund for cities and substitutes a limitation on the 4 maximum amount of property tax dollars that may be certified 5 for expenditure by a county or city for fiscal years beginning 6 on or after July 1, 2013. For the fiscal year beginning July 7 1, 2013, and subsequent fiscal years, the maximum amount of 8 property tax dollars which may be certified for levy shall be 9 an amount equal to the sum of the current fiscal year’s total 10 property tax dollars certified by the county multiplied by the 11 annual growth factor, as defined in the bill, and the amount of 12 net new valuation taxes, as defined in the bill. 13 Division IV also allows counties and cities to certify 14 additions to the maximum amount of property tax dollars to be 15 levied for a period of time not to exceed two years if the 16 proposition has been approved at a special election. The bill 17 specifies the notice and election requirements for such a 18 proposition. The bill specifies that such amounts approved at 19 special election are not to be included in the computation of 20 the maximum amount of property tax dollars for future budget 21 years. 22 Division IV of the bill specifies certain requirements 23 for ending fund balances for counties and cities. The bill 24 provides that budgeted ending fund balances in certain 25 specified funds for a budget year in excess of 25 percent 26 of budgeted expenditures shall be explicitly reserved or 27 designated for a specific purpose. 28 Under the bill, counties and cities are encouraged, but not 29 required, to reduce ending fund balances for the budget year 30 to an amount equal to approximately 25 percent of budgeted 31 expenditures and certain transfers for that budget year 32 unless a decision is certified by the state appeal board 33 ordering a reduction in the ending fund balance of any of those 34 funds. The county or city, as applicable, has the burden of 35 -52- LSB 6140HV (3) 84 md/sc 52/ 58
H.F. 2475 proving that the budgeted balances in excess of 25 percent 1 are reasonably likely to be appropriated for the explicitly 2 reserved or designated specific purpose. 3 Division IV of the bill also allows for additional property 4 taxes to be levied in certain fiscal years for those counties 5 or cities that have, as of June 30, 2012, reduced their 6 actual ending fund balance to less than 25 percent of actual 7 expenditures. Such additional property tax dollars authorized 8 but not levied may be carried forward as unused ending 9 fund balance taxing authority until and for the fiscal year 10 beginning July 1, 2018. However, the amount carried forward 11 shall not exceed 25 percent of the maximum amount of property 12 tax dollars available in the current fiscal year. The amount 13 of such additional property taxes levied shall not, however, be 14 included in the computation of the maximum amount of property 15 tax dollars which may be certified and levied in future budget 16 years. 17 Division IV also makes conforming amendments to other 18 provisions of the Code. 19 Division IV strikes language relating to the duties of the 20 county finance committee and the city finance committee to 21 determine criteria for reporting of certain indebtedness and 22 strikes language requiring the department of management to make 23 such information available by electronic means. 24 Division IV applies to fiscal years beginning on or after 25 July 1, 2013. 26 Division V of the bill creates a business property tax credit 27 under new Code chapter 426C for property taxes due and payable 28 in fiscal years beginning on or after July 1, 2014. 29 Division V of the bill establishes a business property 30 tax credit fund. For the fiscal year beginning July 1, 31 2014, the bill appropriates from the general fund of the 32 state to the department of revenue for deposit in the fund, 33 $24 million. For the fiscal year beginning July 1, 2015, 34 the bill appropriates from the general fund of the state 35 -53- LSB 6140HV (3) 84 md/sc 53/ 58
H.F. 2475 to the department of revenue for deposit in the fund, $48 1 million. For the fiscal year beginning July 1, 2016, the 2 bill appropriates from the general fund of the state to 3 the department of revenue to be credited to the fund, $72 4 million. For the fiscal year beginning July 1, 2017, the 5 bill appropriates from the general fund of the state to the 6 department of revenue to be credited to the fund, $96 million. 7 For the fiscal year beginning July 1, 2018, and each fiscal 8 year thereafter, the bill appropriates from the general fund 9 of the state to the department of revenue to be credited to the 10 fund, $120 million. Under the bill, interest or earnings on 11 moneys deposited in the fund are credited to the fund, moneys 12 in the fund are not subject to the provisions of Code section 13 8.33, and moneys in the fund shall not be transferred, used, 14 obligated, appropriated, or otherwise encumbered except as 15 provided in new Code chapter 426C. 16 Division V of the bill provides that each person who wishes 17 to claim a business property tax credit shall obtain the 18 appropriate forms from the assessor and file the claim with the 19 assessor. The director of revenue is required to prescribe 20 suitable forms and instructions for such claims, and make 21 such forms and instructions available to the assessors. The 22 assessor is required to remit the claims for credit to the 23 county auditor with the assessor’s recommendation for allowance 24 or disallowance. If the assessor recommends disallowance 25 of a claim, the assessor shall submit the reasons for the 26 recommendation, in writing, to the county auditor. The county 27 auditor then forwards the claims to the board of supervisors. 28 The board is required to allow or disallow the claims. If 29 the board of supervisors disallows a claim for a credit, the 30 board of supervisors is required to send written notice, by 31 mail, to the claimant and the notice must state the reasons for 32 disallowing the claim for the credit. Any person whose claim 33 for credit is denied may appeal from the action of the board of 34 supervisors to the district court of the county in which the 35 -54- LSB 6140HV (3) 84 md/sc 54/ 58
H.F. 2475 parcel or property unit is located. 1 Claims for the business property tax credit must be filed 2 not later than March 15 preceding the fiscal year during which 3 the property taxes for which the credit is claimed are due and 4 payable. 5 Upon the filing of a claim and allowance of a business 6 property tax credit, the credit is allowed on the parcel or 7 property unit for successive years without further filing as 8 long as the parcel or property unit satisfies the requirements 9 for the credit. The owner is required to provide written 10 notice to the assessor when the parcel or property unit ceases 11 to qualify for the credit. The bill requires the assessor to 12 maintain a permanent file of current credits and also specifies 13 certain requirements for parcel or property unit owners, 14 assessors, and county recorders when all or a portion of such 15 parcels or property units are sold, transferred, or ownership 16 otherwise changes. 17 Under division V of the bill, each parcel classified and 18 taxed as commercial property, industrial property, or railway 19 property under Code chapter 434, and improved with permanent 20 construction, is eligible for a business property tax credit. 21 A person may claim and receive one credit for each eligible 22 parcel unless the parcel is part of a property unit. The 23 bill defines “property unit” to mean contiguous parcels 24 located within the same county, with the same property tax 25 classification, each containing permanent improvements, owned 26 by the same person, and operated by that person for a common 27 use and purpose. A person may only claim and receive one 28 tax credit for each property unit. A credit approved for a 29 property unit is allocated to the several parcels within the 30 property unit in the proportion that each parcel’s property tax 31 liability on permanent improvements bears to the total property 32 tax liability on permanent improvements for the property unit. 33 Only those property units comprised of commercial property, 34 comprised of industrial property, or comprised of railway 35 -55- LSB 6140HV (3) 84 md/sc 55/ 58
H.F. 2475 property under Code chapter 434 are eligible for a credit. 1 Division V of the bill provides that all claims for credit 2 which have been allowed, the actual value of the permanent 3 improvements to the applicable parcels and property units that 4 are subject to assessment and taxation, the consolidated levy 5 rates or average consolidated levy rates for such parcels and 6 property units applicable to the fiscal year for which the 7 credit is claimed, and the taxing districts in which each 8 parcel or property unit is located, shall be certified on or 9 before June 30, in each year, by the county auditor to the 10 department of revenue. 11 Division V of the bill provides that using the actual value 12 of the permanent improvements and the consolidated levy rate 13 or average consolidated levy rate for each parcel or property 14 unit, as certified by the county auditor, the department 15 is required to calculate, for each fiscal year, an initial 16 amount of actual value of permanent improvements for use 17 in determining the amount of the credit for each approved 18 parcel or property unit so as to provide the maximum possible 19 credit according to the credit formula and limitations in the 20 bill, and to provide a total dollar amount of credits in the 21 fiscal year equal to 98 percent of the moneys in the business 22 property tax credit fund following the deposit of the total 23 appropriation for the fiscal year. 24 The credit for each parcel or property unit for which a 25 claim for a business property tax credit has been approved 26 is calculated using the lesser of the initial amount of 27 actual value of the permanent improvements determined by 28 the department for the fiscal year and the actual value of 29 permanent improvements to the parcel or property unit as 30 certified to the department of revenue. The amount of the 31 credit for each parcel or property unit is then calculated by 32 multiplying the lesser amount of actual value, so determined, 33 by the difference, stated as a percentage, between the 34 assessment limitation applicable to the parcel or property 35 -56- LSB 6140HV (3) 84 md/sc 56/ 58
H.F. 2475 unit under Code section 441.21(5) (commercial, industrial, and 1 railway property tax rollback) and the assessment limitation 2 applicable to residential property under Code section 441.21(4) 3 (residential property tax rollback), divided by $1,000, and 4 then multiplied by the consolidated levy rate or average 5 consolidated levy rate for $1,000 of taxable value applicable 6 to the parcel or property unit for the fiscal year for which 7 the credit is claimed. 8 Division V of the bill specifies the procedures for the 9 payment of the amount of the business property tax credits 10 to the county treasurers and the resulting apportionment to 11 the applicable taxing districts. The bill also specifies the 12 requirements and procedures for an appeal of a denial of a 13 claim for credit, specifies the requirements and procedures 14 for an audit of a business property tax credit allowed, and 15 specifies requirements relating to the collection of property 16 taxes due as the result of an incorrectly calculated or 17 improperly approved credit. 18 Division V of the bill provides that a person who makes a 19 false claim for the purpose of obtaining a business property 20 tax credit or who knowingly receives the credit without being 21 legally entitled to it is guilty of a fraudulent practice and 22 is subject to a criminal penalty. 23 Division V of the bill requires the director of revenue 24 to prescribe forms, instructions, and rules pursuant to Code 25 chapter 17A, as necessary, to carry out the purposes of new 26 Code chapter 426C. 27 Division V of the bill applies to property taxes due and 28 payable in fiscal years beginning on or after July 1, 2014. 29 Division VI of the bill provides that beginning with 30 valuations established for property tax purposes on or 31 after January 1, 2013, mobile home parks, manufactured 32 home communities, land-leased communities, assisted living 33 facilities, and that portion of a building that is used for 34 human habitation and a proportionate share of the land upon 35 -57- LSB 6140HV (3) 84 md/sc 57/ 58
H.F. 2475 which the building is situated, even if the use for human 1 habitation is not the primary use of the building or structure, 2 and regardless of the number of dwelling units located in 3 the building, and not otherwise classified as residential 4 property, shall be valued as a separate class of property known 5 as multiresidential property. For valuations established for 6 the assessment year beginning January 1, 2013, the percentage 7 of actual value at which multiresidential property shall be 8 assessed shall be 90 percent. For valuations established for 9 the assessment year beginning January 1, 2014, the percentage 10 of actual value at which multiresidential property shall be 11 assessed shall be 80 percent. For valuations established for 12 the assessment year beginning January 1, 2015, the percentage 13 of actual value at which multiresidential property shall be 14 assessed shall be 70 percent. For valuations established for 15 the assessment year beginning January 1, 2016, the percentage 16 of actual value at which multiresidential property shall be 17 assessed shall be 60 percent. For valuations established 18 for the assessment year beginning January 1, 2017, and each 19 assessment year thereafter, the percentage of actual value 20 at which multiresidential property shall be assessed shall 21 be equal to the percentage of actual value at which property 22 assessed as residential property is assessed for the same 23 assessment year. An assessor may assign more than one 24 classification to a parcel of property. The bill provides, 25 however, that a hotel, motel, inn, or other building where 26 rooms or dwelling units are usually rented for less than one 27 month shall not be classified as multiresidential property. 28 Division VI of the bill makes changes to Iowa Code chapters 29 404, 441, and 558 to correspond to the establishment of the 30 multiresidential property classification for property tax 31 purposes. 32 Division VI of the bill applies to assessment years 33 beginning on or after January 1, 2013. 34 -58- LSB 6140HV (3) 84 md/sc 58/ 58