This chapter shall be known as the "Real Property Transfer Tax
Regulations of the City." It is adopted pursuant to the authority
contained in Part 6.7 (commencing with Section 11901) of Division
2 of the State
Revenue and Taxation Code.
(Ord. 43 § 3-2.101, 1981)
There is imposed on each deed, instrument or writing by which
any lands, tenements, or other realty sold within the City shall be
granted, assigned, transferred or otherwise conveyed to or vested
in the purchaser or purchasers or any other person or persons, by
his, her 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 $100,
a tax at the rate of twenty-seven and one-half cents ($.275) for each
$500, or fractional part thereof.
(Ord. 43 § 3-2.102, 1981)
Any tax imposed pursuant to Section
3-2.02 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.
(Ord. 43 § 3-2.103, 1981)
Any tax imposed pursuant to this chapter shall not apply to
any instrument in writing given to secure a debt.
(Ord. 43 § 3-2.104, 1981)
The United States or any agency or instrumentality thereof,
any state or territory, or political subdivision thereof, or the District
of Columbia shall not be liable for any tax imposed pursuant to this
chapter with respect to any deed, instrument, or writing to which
it is a party, but the tax may be collected by assessment from any
other party liable therefor.
(Ord. 43 § 3-2.105, 1981)
Any tax imposed pursuant to this chapter shall not apply to
the making, delivering or filing of conveyances to make effective
any plan of reorganization or adjustment:
(a) Confirmed
under the Federal Bankruptcy Act, as amended;
(b) Approved in an equity receivership proceeding in a court involving a railroad corporation, as defined in subdivision (m) of Section 205 of Title
11 of the United States Code, as amended;
(c) Approved in an equity receivership proceeding in a court involving a corporation, as defined in subdivision (3) of Section 506 of Title
11 of the United States Code, as amended; or
(d) Whereby
a mere change in identity, form or place of organization is effected.
Subdivisions (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 the date of such confirmation,
approval or change.
(Ord. 43 § 3-2.106, 1981)
Any tax imposed pursuant to this chapter 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 1953; 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:
(b) Such
order specifies the property which is ordered to be conveyed:
(c) Such
conveyance is made in obedience to such order.
(Ord. 43 § 3-2.107, 1981)
(a) In
the case of any realty held by a partnership, no levy shall be imposed
pursuant to this chapter by reason of any transfer of an interest
in a partnership or otherwise, if:
(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 the purposes of this
chapter, 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 thereof), all realty held
by such partnership at the time of such termination.
(c) Not more than one tax shall be imposed pursuant to this chapter by reason of a termination described in subsection
(b) of this section, and any transfer pursuant thereto, with respect to the realty held by such partnership at the time of such termination.
(Ord. 43 § 3-2.108, 1981)
The County Recorder shall administer this chapter in conformity
with the provisions of Part 6.7 of Division 2 of the State Revenue
and Taxation Code and the provisions of any County ordinance adopted
pursuant thereto.
(Ord. 43 § 3-2.109, 1981)
Claims for refund of taxes imposed pursuant to this chapter
shall be governed by the provisions of Chapter 5 (commencing with
Section 5096) of Part 9 of Division 1 of the State Revenue and Taxation
Code.
(Ord. 43 § 3-2.110, 1981)
Upon its adoption the City Clerk shall file two copies of this
chapter with the County Recorder of San Luis Obispo County.
(Ord. 43 § 3-2.111, 1981)