CS/CS for CS/SB 2430 & SB 1960 (2009) -  Taxation of Documents [WPSC]

General Bill by Policy and Steering Committee on Ways and Means and Finance and Tax and Judiciary and Lawson and Gelber
Taxation of Documents [WPSC]: (THIS BILL COMBINES CS/S2430 & S1960) Extends a future repeal date of provisions authorizing counties to levy a discretionary surtax on documents. Limits the percentage of surtax revenues that may be used for administrative costs. Imposes the excise tax on documents on certain transfers of ownership interests in a conduit entity. Exempts the transfer of shares or similar equity interests in such entity from the tax, etc.
SB Substituted for CS/HB 283 By Finance & Tax Council and Lopez-Cantera
Effective Date: 06/10/2009 except as otherwise provided
Last Event: 06/10/09 Approved by Governor; Chapter No. 2009-131; See also CS/SB 1750 (Ch. 2009-68) on Wednesday, June 10, 2009 2:47 PM
Date Available for Final Passage: Friday, May 01, 2009 11:26 AM

Referred Committees and Committee Actions

Senate Referrals

  • Judiciary
    • On agenda for: 03/25/09 10:15 AM
    • Favorable With Committee Substitute (final action) Votes: Yeas 9   Nays 0
  • Finance and Tax
    • On agenda for: 04/06/09 11:15 AM
    • Favorable With Committee Substitute (final action) Votes: Yeas 5   Nays 0
  • Policy and Steering Committee on Ways and Means
    • On agenda for: 04/17/09 8:00 AM
    • Favorable With Committee Substitute (final action) Votes: Yeas 19   Nays 0

Related Bills

Bill # Subject Relationship
Bill #: CS/HB 283 Subject: Discretionary Surtax on Documents Relationship: Compare
Bill #: HB 5121 Subject: Environmental Protection Relationship: Compare
Bill #: CS/SB 1750 Subject: Disposition of Tax Revenues [WPSC] Relationship: Compare

Bill Text

  • Enrolled
  • Engrossed 3
  • Engrossed 2
    • A 757341 (late) , Zapata Date Filed: 04/28/09, Line#: 70 House: Withdrawn 04/28/2009 11:08 AM
    • A 585631 (late) , Thurston Date Filed: 04/28/09, Line#: 77 House: Withdrawn 04/28/2009 11:09 AM
    • A 806389 , Lopez-Cantera Date Filed: 04/28/09, Line#: 150 House: Adopted 04/28/2009 11:09 AM
    • Senate: Concur 05/01/2009 03:36 PM
    • A 015873 , Lopez-Cantera Date Filed: 04/28/09, Line#: 295 House: Adopted 04/28/2009 11:09 AM
    • Senate: Concur 05/01/2009 03:36 PM
    • A 935155 , Lopez-Cantera Date Filed: 04/28/09, Line#: 325 House: Adopted 04/28/2009 11:10 AM
    • Senate: Concur 05/01/2009 03:36 PM
    • A 873989 , Lopez-Cantera Date Filed: 04/28/09, Line#: 393 House: Adopted 04/29/2009 11:26 AM
    • Senate: Concur 05/01/2009 03:36 PM
    • A 444921 , Lopez-Cantera Date Filed: 04/28/09, Line#: 394 House: Adopted 04/28/2009 11:18 AM
    • Senate: Concur 05/01/2009 03:36 PM
    • D 479563 , Saunders Date Filed: 04/29/09, Line#: 0 House: Failed 04/29/2009 11:30 AM
  • Engrossed 1
    • A 738406 Date Filed: 04/27/09, Line#: 252 Senate: Adopted 4/27/2009 3:02:56 PM
  • Committee Substitute 3
    • A 504538 Date Filed: 04/23/09, Line#: 159 Senate: Adopted 4/24/2009 4:29:09 PM
    • A 973076 Date Filed: 04/23/09, Line#: 223 Senate: Withdrawn 4/24/2009 4:29:22 PM
    • A 950276 Date Filed: 04/24/09, Line#: 223 Senate: Replaced by Substitute 4/24/2009 4:31:24 PM
    • SA 479628 Date Filed: 04/24/09, Line#: 223 Senate: Adopted 4/24/2009 4:31:16 PM
    • A 321504 Date Filed: 04/23/09, Line#: 325 Senate: Adopted 4/24/2009 4:29:58 PM
    • A 497606 Date Filed: 04/23/09, Line#: 704 Senate: Withdrawn 4/24/2009 4:30:11 PM
    • A 436382 Date Filed: 04/24/09, Line#: 704 Senate: Adopted 4/24/2009 4:31:49 PM
  • Committee Substitute 2
    • A 218970 Date Filed: 04/15/09, Line#: 336
    • AA 224232 Date Filed: 04/16/09, Line#: 16
    • A 946986 Date Filed: 04/17/09, Line#: 216
    • AA 953154 Date Filed: 04/20/09, Line#: 4
  • Committee Substitute 1
    • P 919544 Date Filed: 03/30/09, Line#: 0
    • P 939510 Date Filed: 04/06/09, Line#: 0
    • A 606638 Date Filed: 04/06/09, Line#: 197
    • SA 877852 Date Filed: 04/06/09, Line#: 197
    • A 752038 Date Filed: 04/06/09, Line#: 197
  • Original Filed Version
    • D 923272 Date Filed: 03/24/09, Line#: 0

Staff Analysis

Chamber Committee
Chamber: Senate Committee: House Message Summary 5/1/2009 10:44:50 AM
Chamber: Senate Committee: Policy and Steering Committee on Ways and Means 4/20/2009 6:26:49 PM
Chamber: Senate Committee: Finance and Tax 3/30/2009 7:17:19 PM
Chamber: Senate Committee: Finance and Tax 4/7/2009 1:05:05 PM
Chamber: Senate Committee: Judiciary 3/27/2009 11:51:27 AM

Vote History

Chamber Date Yeas Nays Action Action 2 Vote Detail Barcode
Chamber: Senate Date: 04/27/2009 03:03 PM   Yeas: 38 Nays: 1 Action: Action 2: Vote Detail: Vote [Seq# 27] Barcode:
Chamber: House Date: 04/28/2009 11:18 AM   Yeas: 75 Nays: 43 Action: Action 2: Vote Detail: Vote [Seq# 344] Barcode: 444921
Chamber: House Date: 04/29/2009 11:35 AM   Yeas: 118 Nays: 0 Action: Passage Action 2: Vote Detail: Vote [Seq# 394] Barcode:
Chamber: Senate Date: 05/01/2009 03:36 PM   Yeas: 39 Nays: 0 Action: House Message Action 2: Vote Detail: Vote [Seq# 28] Barcode:

Bill History

Event Time Member Committee Ver.
Event: Approved by Governor; Chapter No. 2009-131; See also CS/SB 1750 (Ch. 2009-68) Time: 06/10/2009 - 2:47 PM Member: Committee: Version: er
Event: Signed by Officers and presented to Governor Time: 05/26/2009 - 10:53 AM Member: Committee: Version: er
Event: S Ordered engrossed, then enrolled -SJ 01046 Time: 05/01/2009 - 3:36 PM Member: Committee: Version: er
Event: S CS passed as amended (935155, 873989, 806389, 444921, 015873); YEAS 39 NAYS 0 -SJ 01046 Time: 05/01/2009 - 3:36 PM Member: Committee: Version: er
Event: S Concurred (935155, 873989, 806389, 444921, 015873) -SJ 01044, -SJ 01046 Time: 05/01/2009 - 3:35 PM Member: Committee: Version: er
Event: H Message sent to senate Time: 04/29/2009 - 1:37 PM Member: Committee: Version: e2
Event: S In returning messages Time: 04/29/2009 - 1:32 PM Member: Committee: Version: er
Event: H Passage on third reading Time: 04/29/2009 - 11:35 AM Member: Committee: Version: e2
Event: H CS passed as amended; YEAS 118, NAYS 0 Time: 04/29/2009 - 11:34 AM Member: Committee: Version: e2
Event: H Amendment 479563 Failed Time: 04/29/2009 - 11:30 AM Member: Committee: Version: e2
Event: H Amendment 873989 adopted Time: 04/29/2009 - 11:26 AM Member: Committee: Version: e2
Event: H Read 3rd time Time: 04/29/2009 - 11:23 AM Member: Committee: Version: e2
Event: H Amendment 479563 filed Time: 04/29/2009 - 7:55 AM Member: Committee: Version: e2
Event: H Amendment 873989 filed Time: 04/28/2009 - 7:38 PM Member: Committee: Version: e2
Event: H Added to Third Reading Calendar Time: 04/28/2009 - 11:54 AM Member: Committee: Version: e2
Event: H Amendment 444921 adopted Time: 04/28/2009 - 11:18 AM Member: Committee: Version: e2
Event: H Amendment 935155 adopted Time: 04/28/2009 - 11:10 AM Member: Committee: Version: e2
Event: H Amendment 585631 withdrawn Time: 04/28/2009 - 11:09 AM Member: Committee: Version: e2
Event: H Amendment 015873 adopted Time: 04/28/2009 - 11:09 AM Member: Committee: Version: e2
Event: H Amendment 806389 adopted Time: 04/28/2009 - 11:09 AM Member: Committee: Version: e2
Event: H Amendment 757341 withdrawn Time: 04/28/2009 - 11:09 AM Member: Committee: Version: e2
Event: H Amendment 757341 temporarily postponed Time: 04/28/2009 - 11:08 AM Member: Committee: Version: e2
Event: H Amendment 585631 filed late Time: 04/28/2009 - 11:06 AM Member: Committee: Version: e2
Event: H Substituted for CS/HB 283 Time: 04/28/2009 - 11:04 AM Member: Committee: Version: c1
Event: H Read 2nd time Time: 04/28/2009 - 11:04 AM Member: Committee: Version: e2
Event: H Amendment 757341 filed late Time: 04/28/2009 - 9:57 AM Member: Committee: Version: e2
Event: H Amendment 444921 filed Time: 04/28/2009 - 6:57 AM Member: Committee: Version: e2
Event: H Amendment 806389 filed Time: 04/28/2009 - 6:57 AM Member: Committee: Version: e2
Event: H Amendment 015873 filed Time: 04/28/2009 - 6:57 AM Member: Committee: Version: e2
Event: H Amendment 935155 filed Time: 04/28/2009 - 6:56 AM Member: Committee: Version: e2
Event: H 1st Reading Time: 04/27/2009 - 11:59 PM Member: Committee: Version: e2
Event: H Bill added to Special Order Calendar (4/28/2009) Time: 04/27/2009 - 9:53 PM Member: Committee: Version: e2
Event: H Bill referred to House Calendar Time: 04/27/2009 - 9:08 PM Member: Committee: Version: e2
Event: H In Messages Time: 04/27/2009 - 4:17 PM Member: Committee: Version: e2
Event: S CS passed as amended (738406); YEAS 38 NAYS 1 -SJ 00610 Time: 04/27/2009 - 3:03 PM Member: Committee: Version: er
Event: S Amendment(s) adopted (738406) -SJ 00610 Time: 04/27/2009 - 3:02 PM Member: Committee: Version: er
Event: S Read 3rd time -SJ 00609 Time: 04/27/2009 - 3:00 PM Member: Committee: Version: er
Event: S Ordered engrossed -SJ 00575 Time: 04/24/2009 - 4:31 PM Member: Committee: Version: er
Event: S Amendment(s) adopted (504538, 479628, 436382, 321504) -SJ 00573 Time: 04/24/2009 - 4:29 PM Member: Committee: Version: er
Event: S Read 2nd time -SJ 00573 Time: 04/24/2009 - 4:26 PM Member: Committee: Version: er
Event: S Placed on Special Order Calendar Time: 04/22/2009 - 2:35 PM Member: Committee: Version: er
Event: S Placed on Calendar, on 2nd reading -SJ 00414 Time: 04/21/2009 - 9:17 AM Member: Committee: Version: er
Event: S Pending reference review -under Rule 4.7(2) - (Committee Substitute) Time: 04/20/2009 - 7:18 PM Member: Committee: Version: er
Event: S CS read 1st time on 04/21/09 -SJ 00435 Time: 04/17/2009 - 10:45 AM Member: Committee: Version: er
Event: S CS/CS/CS by- Policy & Steering Committee on Ways and Means; YEAS 19 NAYS 0 -SJ 00414 Time: 04/17/2009 - 10:45 AM Member: Committee: Version: er
Event: S On Committee agenda-- Policy & Steering Committee on Ways and Means, 04/17/09, 8:00 am, 412-K Time: 04/14/2009 - 4:51 PM Member: Committee: Version: er
Event: S Now in Policy & Steering Committee on Ways and Means -SJ 00357 Time: 04/09/2009 - 4:46 PM Member: Committee: Version: er
Event: S Original reference(s) removed: General Government Appropriations Time: 04/09/2009 - 4:46 PM Member: Committee: Version: er
Event: S Pending reference review under Rule 4.7(2) - (Committee Substitute) Time: 04/08/2009 - 9:07 AM Member: Committee: Version: er
Event: S Remaining combined CS references: General Government Appropriations; Policy & Steering Committee on Ways and Means Time: 04/06/2009 - 12:30 PM Member: Committee: Version: er
Event: S CS read 1st time on 04/14/09 -SJ 00351 Time: 04/06/2009 - 12:29 PM Member: Committee: Version: er
Event: S CS/CS by Finance and Tax; YEAS 5 NAYS 0 -SJ 00339 Time: 04/06/2009 - 12:29 PM Member: Committee: Version: er
Event: S Combined CS additional reference(s): General Government Appropriations; Policy & Steering Committee on Ways and Means Time: 04/06/2009 - 12:28 PM Member: Committee: Version: er
Event: S CS combines this bill with SB 1960 -SJ 00339 Time: 04/06/2009 - 12:27 PM Member: Committee: Version: er
Event: S On Committee agenda-- Finance and Tax, 04/06/09, 11:15 am, 301-S Time: 04/01/2009 - 5:07 PM Member: Committee: Version: er
Event: S On Committee agenda-- Finance and Tax, 04/02/09, 1:15 pm, 301-S --Temporarily postponed Time: 03/30/2009 - 5:28 PM Member: Committee: Version: er
Event: S On Committee agenda-- Finance and Tax, 04/01/09, 9:00 am, 301-S --Temporarily postponed Time: 03/27/2009 - 4:09 PM Member: Committee: Version: er
Event: S On Committee agenda-- Finance and Tax, 03/31/09, 4:30 pm, 301-S --Temporarily postponed Time: 03/26/2009 - 5:21 PM Member: Committee: Version: er
Event: S Now in Finance and Tax -SJ 00252 Time: 03/25/2009 - 1:20 PM Member: Committee: Version: er
Event: S Original reference(s) removed: General Government Appropriations Time: 03/25/2009 - 1:20 PM Member: Committee: Version: er
Event: S Pending reference review under Rule 4.7(2) - (Committee Substitute) Time: 03/25/2009 - 1:20 PM Member: Committee: Version: er
Event: S CS read 1st time on 04/01/09 -SJ 00269 Time: 03/25/2009 - 1:20 PM Member: Committee: Version: er
Event: S CS by Judiciary; YEAS 9 NAYS 0 -SJ 00252 Time: 03/25/2009 - 1:20 PM Member: Committee: Version: er
Event: S On Committee agenda-- Judiciary, 03/25/09, 10:15 am, 110-S Time: 03/20/2009 - 3:04 PM Member: Committee: Version: er
Event: S Introduced -SJ 00192 Time: 03/20/2009 - 8:29 AM Member: Committee: Version: er
Event: S Referred to Judiciary; Finance and Tax; General Government Appropriations; Policy & Steering Committee on Ways and Means -SJ 00192 Time: 03/12/2009 - 6:26 PM Member: Committee: Version: er
Event: S Filed Time: 02/27/2009 - 3:38 PM Member: Committee: Version: er

Statutes Referenced by this Bill

Statute Other Bill Citations
0125.0167 SB 1336, SB 1960
0201.02 CS/CS/SB 728, SB 1140, SB 1510, SB 1960
0201.031 SB 1336, SB 1960
0201.15 SB 334, CS/CS/SB 1042, SB 1284, SB 1434, CS/SB 1750, SB 2484, SB 2660