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CA AB1172

Bill

Status

Engrossed

1/27/2014

Primary Sponsor

Raul Bocanegra

Click for details

Origin

State Assembly

2013-2014 Session

AI Summary

  • Repeals existing Section 17755 and adds a new Section 17755 of the Revenue and Taxation Code, effective for taxable years beginning on or after January 1, 2014
  • Charitable remainder annuity trusts and charitable remainder unitrusts remain tax-exempt but their unrelated business taxable income is subject to tax under Section 17651
  • Conforms California law to federal provisions under Section 664(c)(2) of the Internal Revenue Code relating to excise tax on charitable remainder trusts
  • Takes effect immediately as a tax levy under Article IV of the California Constitution
  • Removes previous requirement for California Research Bureau to report on Florida's property tax portability law

Legislative Description

Income taxes: charitable remainder trusts.

Last Action

Read second time. Ordered to third reading.

8/18/2014

Committee Referrals

Appropriations6/25/2014
Governance and Finance6/19/2014
Rules1/27/2014
Appropriations1/16/2014
Revenue and Taxation1/15/2014
Local Government3/21/2013

Full Bill Text

No bill text available