Assigned to FIN                                                                                                                 FOR COMMITTEE

 

 


 

ARIZONA STATE SENATE

Phoenix, Arizona

 

FACT SHEET FOR S.B. 1188

 

veterans’ property tax exemption amounts

 

Purpose

 

Establishes a property tax exemption for eligible veterans conditional upon voters amending the Arizona Constitution.

 

Background

 

The Arizona Constitution currently provides for a tiered property tax exemption for eligible veterans who meet very specific residency requirements.  The Constitution also allows for the Legislature to increase exemption amounts periodically.  However, there is currently no corresponding provision in statute to allow the Legislature to modify the exemptions.  Further, the courts have declared that the current residency requirements violate the U.S. Constitution. 

 

To resolve these concerns, S.B. 1188 is being offered in conjunction with S.C.R. 1003.  S.C.R. 1003 proposes amending the Arizona Constitution to remove the tiered exemption structure, increase the total exemption and reduce residency requirements to one year for all veterans.  S.B. 1188 establishes the exemptions in statute, and its effectiveness is contingent on voters approving S.C.R. 1003.

 

Joint Legislative Budget Committee staff estimate that S.C.R. 1003 will have an annual impact on the general fund ranging between $3 million and $6.2 million.  Most of the estimated impact is attributable to an increase in Basic State Aid to schools, which would need to increase to offset expected decreases in local property tax bases. 

 

Provisions

 

1.      Includes veterans among those individuals who are not allowed to receive aggregate property tax exemptions that exceed maximum allowances.

 

2.      Allows qualifying veterans, beginning with the 2003 valuation year, to receive a property tax exemption of up to $3,000 if the veteran’s total assessment is less than $10,000.

 

3.      Specifies that the $10,000 total property tax assessment limit does not include any vehicle for which the state’s vehicle license tax has been paid.

 

4.      Provides for the $3,000 exemption to apply independently to valuations determined for both primary and secondary property tax, and allows any unused portion of the exemption to apply to motor vehicle or watercraft taxes.

 

5.      Specifies that this act does not become effective unless the voters approve a corresponding constitutional amendment at the next general election.

 

 

Prepared by Senate Staff

February 8, 2001