HomeMy WebLinkAboutRDA PROP PENALTY TAX 05-06-91DATE: March 29, 19 91
RDA N0. 7
5-6-91'
Inter - Com
TO: HONORABLE MAYOR AND MEMBERS OF THE REDEVELOPMENT AGENCY
FROM: CITY ATTORNEY
SUBJECT: PROPERTY PENALTY TAX LITIGATION WITH THE COUNTY OF ORANGE
The Tustin Redevelopment Agency is one of six public agencies
represented by the law firm of Rourke & Woodruff in a lawsuit
against the County of Orange which challenges the County's
retention of tax penalties and interest on a local government
agency's share of property taxes. This action was instituted after
the City of Anaheim successfully sued the County over this issue
and as a result of a settlement received 50% of the property tax
penalties which were withheld by the County.
Subsequent to Anaheim's successful court action, Assembly Bill
2372 (Revenue and Taxation Code Section 93) was enacted in 1989.
This new legislation undermined the basis upon which Anaheim's
lawsuit was successful. Long time provisions of the Revenue and
Taxation Code state that the County is entitled to all penalties.
However, in a case entitled City of Los Angeles v. County of Los
Angeles, the court held that in implementing Proposition 13, the
Legislature impliedly repealed these provisions of the Revenue and
Taxation Code. AB 2372 was specifically enacted to rectify the
court holding and returned the law regarding tax penalties to its
previous status, i.e., the County is entitled to all penalties.
This has significantly reduced the likelihood of success in the
pending litigation.
In addition to the lawsuit brought by Rourke & Woodruff, three
other actions have also been filed on behalf of most of the public
agencies within Orange County which are entitled to property tax
revenues. Attorneys from these agencies have been negotiating with
the County and a tentative agreement has been reached.
The County initially offered to settle with all public
agencies for 15% of the impounded amounts of property tax penalties
Inter -Com to Honorable Mayor and
Members of the Redevelopment Agency
Page Two
March 29, 1991
between July 1, 1985 and June 30, 1989. On February 14, 1991, a
settlement meeting was held at the County Counsel's Office between
County Counsel and attorneys representing the various public
agencies, including David DeBerry of this office. At that meeting,
the public agency attorneys countered with a 25% settlement.
Subsequent to that meeting, the County made a 20% offer, which was
countered by the public agencies with a 22% offer. The County has
agreed to the 22% figure. *
Assembly Bill 2372 has significantly undermined the
Redevelopment Agency's lawsuit. It is our legal opinion that the
Redevelopment Agency's action would not be successful. Therefore,
we recommend that the Redevelopment Agency approve the tentative
agreement to settle for 22% of tax penalties impounded between July
11 1985 and June 30, 1989.
AAM G. ROURKE
City Attorney
DAD:cj♦:R:3/29/91(S\1069)
cc: W. Huston
* A 22% settlement amounts to $11,974.00.