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HomeMy WebLinkAbout38.19 ORDINANCE N0. 38. ~9 ' AN ORDINANCE OF THE CITY OF SARATOGA ADDING ARTICIZ III TO CHAPTER 14 OF THE SARATOGA CITY CODE, LIMPOS'ING~ A DOCUMENTARY STAMP TA~,7 ON THE SALE OF REAL PROPERTY The City-Council of the C~y o~ Saratoga do~s h~r~by ordain as follows: Section 1: There is hereby added to Chapter 14 of the Saratoga City Code,'which Chapter is entitied "TAXATION", the following Article III, which Article together with all the sections and subsections thereof shall be as follows: ARTICLE III: DOCUMENTARY STAMP TAXES · Sec. 14-11: Title and purpose: This Article shall be known as the "REAL PROPERTY TRANSFER TAX ACT" of the City of Saratoga, and is adopted pursuant to the authority contained in Part 6.7(commencing with Section~ll901) of Division 2 of the Revenue and Taxation Code of the State of California. Sec. 14-12: Imposition of Tax: There,is hereby imposed on each.deed, instrument or writing by which'a~y ia~ds/~enements, or other realty sold within the City of Saratoga shall be granted, assigned, transferred or otherwise conveyed to, or vested in, the purchaser or purchasers, or any other person or persons, by his or their direction, when the consideration or value of the interest or property conveyed (exclusive of the value of any lien or encumbrances remaining thereon at the time of sale) exceeds one hundred dollars ($100.00), a tax at the rate of twenty-seven and one-half cents ($0.275) for each five hundred dollars(S500.00) or fractional part thereof. Sec. 14-13: Persons on Whom tax imposed: The tax imposed pursuant to Sec. 14-12 hereof shall be paid by any person who makes, signs or issues any document or instrument subject to the tax, or for whose use or benefit the same is made, signed or issued. Sec. 14-14: Security for debt: Any tax imposed pursuant to this Article shall not apply to any instrument in writing given to secure a debt. Sec. 14-15: Exemptions: The United States or any agency or instrumentality thereof, any state or territory, or political subdivision thereof, or the District of Columbia, or the City of Saratoga, shall not be liable for any tax imposed pursuant to this Article with respect to any deed, instrument, or writing to which it is a p~rty, but the tax may be collected by assessment from any other party liable therefor. -1- Sec. 14-16: Conveyancesnot subject to tax -- plans of ......... reorganization oradjuls~men~: Any tax imposed pursuant to this.Article shall not apply to the making, delivering or filing of conveyances tomake effective any plan of reorganization or adjustment-- (a) Confirmed Under the Federal Bankruptcy Act, as~ amended, or . (b) Approved in an equity receivership proceeding in a court involving a railroad corporation, as defined in subdivision (m) of Section 205 of Title II of the United States Code, as'amended, or (c) Approved in an equity receivership proceeding in a Court involving a. cOrporation, as defined in subdivision (3) of Section 506 of Title II of the United States Code, as amended, or (d) Whereby a mere change in identify, form, or place of organization is effected. Subdvisions (a) to (d), inclusive, of this section shall only apply if the.making, delivery or filing of instruments of transfer or conveyances occurs within five years from ~he date of such confirmation, approval or change. Sec. 14-17: Conveyances not subject to tax ~- securities '~ and exChah~e cOmmission. orders:"' Any tax imposed pursuant to this Article shall not apply to the making or delivery of conveyances to make effective any order of the Securities and Exchange Commission, as defined in subdivision (a) of section 1083 of the Internal Revenue Code of 1954, but only if-- (a) The order of the Securities and Exchange Commission in obedience to which such conveyance is made recites that such conveyance is necessary or appropriate to effectuate the provisions of Section 79k of Title 15 of the United States Code, relating to the Public Utility Holding ,Company Act of 1935, and (b)Such order specifies the property which ordered to be conveyed, and (c) Such conveyance is made in obedience to. such order. Sec. 14-18: Conveyances not subject to tax -- transfe[ Rr te~min~ti°n of partnership: (a) In the case of any'realty held by a partnership, no leyy shall be imposed pursuant to this Article by reasonof any transfer of an interest in a partnership or otherwise, if-- -2- (1) Such partnership (or another partnership) is considered a continuing partnership within the meaning of Section 708 of the Internal Revenue Code of 1954, and (2) Such continuing partnership continues to hold the realty concerned. (b) If there is a termination of any partnership within the meaning of Section 708 of the Internal Revenue Code of 1954, for purposes of'this Article, such partnership shall be treated as having executed an instrument whereby there was conveyed, for fair market value (exclusive of the value Of any lien or encumbrance remaining thereon), all realty held by such partnership at the time of such termination. (c)Not more than one tax shall be imposed pursuant to this Article by reason of a termination described in subdivision (b), and any transfer pursuant thereof, with respect to the realty held by such partnership at the time of such termination. Sec. 14-19: Conveyance ~ot ~ubject to taX~--....County exemptions: In addition to the foregoing, there is automatically exempted from the tax imposed by this Article, such conveyances as may in the future be exempted from suchltax by the County of Santa Clara under its Ordinance adopted pursuant to Part 6.7 of Division 2 of the Revenue and Taxation Code of the State of California, without subsequeht or further amendment of this Article to include such exemptions!. Sec. 14-20: County Recorder to administer: The County Recorder shall administer this Article in conformity with the provisions of Part 6.7 of Division 2 of the Revenue and Taxation Code and the provisions of any countylordinance adopted pursuant thereto. Sec. 14-21: Claims for refund: Ciaims for refund of taxes imposed pursuant to this Article shall be governed by the provisions of Chapter 5 (commencing with Section 5096) of Part 9 of Division 1 of the Revenue and Taxation Code of the State of California. Section 2: This Ordinance shall become operative upon the operative date of any ordinance adopted by the County of Santa Clara pursuant to Part 6.7 (commencing with Section 11901) of Division 2 of the Revenue and Taxation Code of the State of California, or upon the effective date of this Ordinance, whichever is the later. Upon its adoption, the City Clerk shall file two (2)~ copies of this Ordinance with the County Recorder of Santa Clara County. -3- Section 3: If any section, subsection, sentence, clause or phrase or this ordinance is for any reason held by a court of competent jurisdiction to be invalid, such decision shall not affect the validity of the remaining portions of this ordinance. The City Council of the City of Saratoga hereby declares that it would have passed this ordinance and each section, subsection, sentence, clause and phrase thereof, irrespective of the fact that any one or more !sections, subsections, sentences, clauses or phrases beheld invalid or unconstitutional. Section 4: This ordinance, providing for a tax levy for the usual and current expenses of the City, shall take effect immediately upon its passage and adoption, and its operative effect shall be subject to the provisions of Section 2 hereinabove set forth. The above and foregoing Ordinance was pas~ed at a meeting held by the City Council of the City of Saratoga on the .6th day of December , 1967, by the following vote: AYES: Robbins, Tyler, Glennon NOES: None ABSENT: Burry, Hartman ~ ~~R\ The above and foregoing is a true and corrcc! copy of Ordin3nc9 'c~,y:_/? which has ~ecn published according to I~w. Date ' -4-