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California Legislature · 2021-2022 Regular Session

SB 989

Chaptered

Property taxation: taxable value transfers: disclosure and deferment

Author: Robert Hertzberg (D-SD18)
Latest action: Chaptered (Sep 28, 2022) Chapter 712, Statutes of 2022
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Also in: 2025-2026 (Amended Assembly) · 2023-2024 (Chaptered) · 2019-2020 (Amended Assembly) · 2017-2018 (Chaptered)

Version history

8 versions — latest: Chaptered (Sep 28, 2022)

Action history

  1. Feb 14, 2022 Introduced. Read first time. To Com. on RLS. for assignment. To print. Senate
  2. Feb 14, 2022 Article IV Section 8(a) of the Constitution and Joint Rule 55 dispensed with February 7, 2022, suspending the 30 calendar day requirement. Senate
  3. Feb 15, 2022 From printer. Senate
  4. Feb 23, 2022 Referred to Com. on RLS. Senate
  5. Mar 9, 2022 From committee with author's amendments. Read second time and amended. Re-referred to Com. on RLS. Senate
  6. Mar 17, 2022 Re-referred to Com. on E.Q. Senate
  7. Mar 31, 2022 Set for hearing April 25. Senate
  8. Apr 13, 2022 April 25 hearing postponed by committee. Senate
  9. Apr 14, 2022 Set for hearing April 27. Senate
  10. Apr 18, 2022 From committee with author's amendments. Read second time and amended. Re-referred to Com. on E.Q. Senate
  11. Apr 28, 2022 From committee: Do pass and re-refer to Com. on APPR. (Ayes 5. Noes 0. Page 3541.) (April 27). Re-referred to Com. on APPR. Senate
  12. Apr 29, 2022 Set for hearing May 9. Senate
  13. May 9, 2022 May 9 hearing: Placed on APPR suspense file. Senate
  14. May 13, 2022 Set for hearing May 19. Senate
  15. May 19, 2022 From committee: Do pass. (Ayes 5. Noes 2. Page 3778.) (May 19). Senate
  16. May 19, 2022 Read second time. Ordered to third reading. Senate
  17. May 24, 2022 Read third time. Passed. (Ayes 29. Noes 7. Page 3868.) Ordered to the Assembly. Senate
  18. May 25, 2022 In Assembly. Read first time. Held at Desk. Assembly
  19. May 27, 2022 Referred to Com. on NAT. RES. Assembly
  20. Jun 13, 2022 From committee with author's amendments. Read second time and amended. Re-referred to Com. on NAT. RES. Assembly
  21. Jun 14, 2022 June 13 set for first hearing canceled at the request of author. Assembly
  22. Jun 16, 2022 Re-referred to Com. on REV. & TAX. pursuant to Assembly Rule 96. Assembly
  23. Jun 28, 2022 From committee: Do pass as amended and re-refer to Com. on APPR. (Ayes 10. Noes 0.) (June 27). Assembly
  24. Jun 29, 2022 Read second time and amended. Re-referred to Com. on APPR. Assembly
  25. Aug 3, 2022 August 3 set for first hearing. Placed on suspense file. Assembly
  26. Aug 11, 2022 From committee: Do pass as amended. (Ayes 12. Noes 0.) (August 11). Assembly
  27. Aug 15, 2022 Read second time and amended. Ordered to second reading. Assembly
  28. Aug 16, 2022 Read second time. Ordered to third reading. Assembly
  29. Aug 31, 2022 Read third time. Urgency clause adopted. Passed. Ordered to the Senate. Assembly
  30. Aug 31, 2022 In Senate. Concurrence in Assembly amendments pending. Senate
  31. Aug 31, 2022 Urgency clause adopted. Senate
  32. Aug 31, 2022 Assembly amendments concurred in. (Ayes 37. Noes 0. Page 5390.) Ordered to engrossing and enrolling. Senate
  33. Sep 13, 2022 Enrolled and presented to the Governor at 3 p.m. Governor
  34. Sep 28, 2022 Approved by the Governor. Governor
  35. Sep 28, 2022 Chaptered by Secretary of State. Chapter 712, Statutes of 2022. Secretary of State

Votes recorded

3 votes
Aug 31, 2022 · Assembly Floor
SB 989 Hertzberg Third Reading Urgency By Mullin
Tally
80 · 0 · 0
PASS
Democrat
60/0/0
Republican
19/0/0
Other
1/0/0
Aye (80)
Cecilia Aguiar-Curry (D-AD04) Akilah Weber Pierson (D-AD79) David Alvarez (D-AD80) Joaquin Arambula (D-AD31) Rebecca Bauer-Kahan (D-AD16) Steve Bennett (D-AD37) Marc Berman (D-AD24) Blanca Rubio (D-AD48) Richard Bloom (D-AD50) Tasha Boerner (D-AD76) Isaac Bryan (D-AD54) Lisa Calderon (D-AD57) Wendy Carrillo (D-AD51) Sabrina Cervantes (D-AD60) Ken Cooley (D-AD08) Jim Cooper (D-AD09) Cristina Garcia (D-AD58) Tom Daly (D-AD69) Eduardo Garcia (D-AD56) Laura Friedman (D-AD43) Jesse Gabriel (D-AD45) Mike Gipson (D-AD64) Adam Gray (D-AD21) Timothy Grayson (D-AD14) Matt Haney (D-AD17) Chris Holden (D-AD41) Jacqui Irwin (D-AD44) Reginald Byron Jones-Sawyer (D-AD59) Ash Kalra (D-AD27) Alex Lee (D-AD25) Marc Levine (D-AD10) Evan Low (D-AD28) Luz Rivas (D-AD39) Brian Maienschein (D-AD77) Kevin McCarty (D-AD07) Tina McKinnor (D-AD62) Jose Medina (D-AD61) Mia Bonta (D-AD18) Mike Fong (D-AD49) Kevin Mullin (D-AD22) Al Muratsuchi (D-AD66) Adrin Nazarian (D-AD46) Patrick O'Donnell (D-AD70) Cottie Petrie-Norris (D-AD74) Bill Quirk (D-AD20) Sharon Quirk-Silva (D-AD65) James Ramos (D-AD40) Anthony Rendon (D-AD63) Eloise Gómez Reyes (D-AD47) Robert Rivas (D-AD30) Freddie Rodriguez (D-AD52) Rudy Salas (D-AD32) Miguel Santiago (D-AD53) Mark Stone (D-AD29) Philip Ting (D-AD19) Carlos Villapudua (D-AD13) Christopher Ward (D-AD78) Buffy Wicks (D-AD15) Lori Wilson (D-AD11) Jim Wood (D-AD02) Chad Mayes (I-AD42) Franklin Bigelow (R-AD05) Phillip Chen (R-AD55) Steven Choi (R-AD68) Jordan Cunningham (R-AD35) Laurie Davies (R-AD73) Heath Flora (R-AD12) Vince Fong (R-AD34) James Gallagher (R-AD03) Kevin Kiley (R-AD06) Tom Lackey (R-AD36) Devon Mathis (R-AD26) Megan Dahle (R-AD01) Janet Nguyen (R-AD72) Jim Patterson (R-AD23) Kelly Seyarto (R-AD67) Thurston Smith (R-AD33) Suzette Martinez Valladares (R-AD38) Randy Voepel (R-AD71) Marie Waldron (R-AD75)
Aug 31, 2022 · Senate Floor
Unfinished Business SB989 Hertzberg Urgency Clause Concurrence
Tally
37 · 0 · 3
PASS
Democrat
30/0/1
Republican
7/0/2
Other
0/0/0
Aye (37)
Benjamin Allen (D-SD26) Bob Archuleta (D-SD32) Toni Atkins (D-SD39) Josh Becker (D-SD13) Steven Bradford (D-SD35) Dave Cortese (D-SD15) Bill Dodd (D-SD03) Maria Elena Durazo (D-SD24) Susan Talamantes Eggman (D-SD05) Steven Glazer (D-SD07) Lena Gonzalez (D-SD33) Robert Hertzberg (D-SD18) Ben Hueso (D-SD40) Melissa Hurtado (D-SD14) Sydney Kamlager (D-SD30) John Laird (D-SD17) Connie Leyva (D-SD20) Monique Limón (D-SD19) Mike McGuire (D-SD02) Dave Min (D-SD37) Josh Newman (D-SD29) Richard Pan (D-SD06) Anthony Portantino (D-SD25) Richard Roth (D-SD31) Susan Rubio (D-SD22) Nancy Skinner (D-SD09) Henry Stern (D-SD27) Thomas Umberg (D-SD34) Bob Wieckowski (D-SD10) Scott Wiener (D-SD11) Patricia Bates (R-SD36) Andreas Borgeas (R-SD08) Brian Dahle (R-SD01) Brian Jones (R-SD38) Melissa Melendez (R-SD28) Rosilicie Ochoa Bogh (R-SD23) Scott Wilk (R-SD21)
Abstain / Other (3)
Anna Caballero (D-SD12) Shannon Grove (R-SD16) Jim Nielsen (R-SD04)
May 24, 2022 · Senate Floor
Senate 3rd Reading SB989 Hertzberg
Tally
29 · 7 · 4
PASS
Democrat
28/0/3
Republican
1/7/1
Other
0/0/0
Aye (29)
Benjamin Allen (D-SD26) Toni Atkins (D-SD39) Josh Becker (D-SD13) Steven Bradford (D-SD35) Dave Cortese (D-SD15) Bill Dodd (D-SD03) Maria Elena Durazo (D-SD24) Susan Talamantes Eggman (D-SD05) Steven Glazer (D-SD07) Lena Gonzalez (D-SD33) Ben Hueso (D-SD40) Melissa Hurtado (D-SD14) Sydney Kamlager (D-SD30) John Laird (D-SD17) Connie Leyva (D-SD20) Monique Limón (D-SD19) Mike McGuire (D-SD02) Dave Min (D-SD37) Josh Newman (D-SD29) Richard Pan (D-SD06) Anthony Portantino (D-SD25) Richard Roth (D-SD31) Susan Rubio (D-SD22) Nancy Skinner (D-SD09) Henry Stern (D-SD27) Thomas Umberg (D-SD34) Bob Wieckowski (D-SD10) Scott Wiener (D-SD11) Jim Nielsen (R-SD04)
No (7)
Patricia Bates (R-SD36) Andreas Borgeas (R-SD08) Brian Dahle (R-SD01) Shannon Grove (R-SD16) Brian Jones (R-SD38) Melissa Melendez (R-SD28) Scott Wilk (R-SD21)
Abstain / Other (4)
Bob Archuleta (D-SD32) Anna Caballero (D-SD12) Robert Hertzberg (D-SD18) Rosilicie Ochoa Bogh (R-SD23)

Lobbying activity

FPPC lobbying disclosures whose activity descriptions mention SB 989, scoped to filings whose coverage period extends through or beyond this bill's introduction date.

Standalone search →
Note: CalAccess lobby filings reference bills by measure number only — no session tag. When the same measure number has existed in earlier sessions (e.g. a previously chaptered bill still being lobbied on for implementation), some of those filings may appear here even though they relate to a different bill. Use the activity descriptions to disambiguate.
Period Form Filer Firm / Employer Lobbying Activity Filing
07/01/2022–09/30/2022 Employer Report CALIFORNIA ACADEMY OF SCIENCES CALIFORNIA ACADEMY OF SCIENCES Legislature Re: Budget; Governors Office Re: Budget; California Natural Resources Agency Re: Budget and 30x30 Initiative; AB 30, SB 922, AB 2225, AB 2128, AB 2363, AB 2387, AB 2975, AB 284, AB 1217, AB 1297, AB 1640, AB 2334, AB 2610, AB 2344, SB 989, AB 963, SB 260 #2749729
07/01/2022–09/30/2022 Employer Report CALIFORNIA ASSESSORS' ASSOCIATION CALIFORNIA ASSESSORS' ASSOCIATION CA State Budget AB 759 AB 1206 AB 1850 AB 1933 SB 189 SB 440 SB 989 SB 1340 SB 1489 #2747405
07/01/2022–09/30/2022 Employer Report CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS SB 862, SB 989, SB 1489, SB 1494, AB 759, AB 1608, AB 1707, AB 2021, ACA 12. #2734169
07/01/2022–09/30/2022 Employer Report CALIFORNIA ASSOCIATION OF REALTORS — AB 500,AB 522,AB 916,AB 1001,AB 1154,AB 1279,AB 1395,AB 1642,AB 1695,AB 1707,AB 1837,AB 2011,AB 2170,AB 2237,AB 2245,AB 2383,AB 2430,AB 2536,AB 2597,AB 2705,AB 2817,AB 2917,AB 2960,ACA 14,ACR 109,SB 6,SB 12,SB 15,SB 33,SB 379,SB 463,SB 601,SB 679,SB 897,SB 940,SB 989,SB 1017,SB 1026,SB 1084,SB 1105,SB 1217,SB 1261,SB 1323,SB 1335,SB 1336,SB 1357,SB 1393,SB 1410,SB 1444,SB 1457,SCA 2 #2748400
04/01/2022–06/30/2022 Employer Report CALIFORNIA ASSESSORS' ASSOCIATION CALIFORNIA ASSESSORS' ASSOCIATION CA State Budget AB 1206 1696 1839 1850 1933 SB 989 1073 1340 #2703105
04/01/2022–06/30/2022 Employer Report CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS AB 1608, AB 1696, AB 1707, AB 1839, AB 2021, AB 2258, AB 2689, ACA 12, SB 286, SB 862, SB 989, SB 1264, SB 1489, SB 1494. #2698938
04/01/2022–06/30/2022 Employer Report CALIFORNIA PARK & RECREATION SOCIETY (CPRS) — Legislature reg AB 30, AB 178, AB 1737, AB 1789, AB 2387, AB 2463, SB 54, SB 154, SB 855, SB 989, budget reg Recreational Trails and Greenways Program. #2698886
04/01/2022–06/30/2022 Employer Report CONTRA COSTA COUNTY CONTRA COSTA COUNTY AB 32, 205, 988, 1777, 1897, 1987, 2295, 2317, 2325, 2374, 2560, 2579, 2746; SB 107, 300, 301, 357, 443, 843, 847, 869, 872, 874, 988, 989, 1054, 1338, 1342, 2262; LOCAL CHILD SUPPORT AGENCIES: LEGISLATURE #2704407
04/01/2022–06/30/2022 Employer Report FRIENDS OF THE LOS ANGELES RIVER — Legislature/Governor: Urban rivers, community access, outdoor equity, climate adaptation, wildfire, state budget. Engaged on SB 989. Agencies: California Natural Resources Agency- community access, urban rivers, state budget; Department of Parks and Recreation - budget, outdoor access, community access, equity, local and regional parks, urban rivers, state budget. #2705871
04/01/2022–06/30/2022 Employer Report STATE ASSOCIATION OF COUNTY AUDITORS STATE ASSOCIATION OF COUNTY AUDITORS AB 759, AB 2493, SB 989, SB 1099, SB 1489 #2702684
Period Form Employer Firm / Filer Fees Reimb. Period Total Cumulative Lobbying Activity Filing
07/01/2022–09/30/2022 Firm Activity (payments) California Assessors' Association PINNACLE ADVOCACY LLC $24,000 $0 $24,000 $138,000 CA State Budget AB 759 AB 1206 AB 1850 AB 1933 SB 189 SB 440 SB 989 SB 1340 SB 1489 #2747387
07/01/2022–09/30/2022 Firm Activity (payments) CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS Shaw Yoder Antwih Schmelzer & Lange, Inc. $19,190 $9,158 $28,348 $151,645 SB 862, SB 989, SB 1489, SB 1494, AB 759, AB 1608, AB 1707, AB 2021, ACA 12. #2733294
04/01/2022–06/30/2022 Firm Activity (payments) California Assessors' Association PINNACLE ADVOCACY LLC $24,000 $0 $24,000 $114,000 CA State Budget AB 1206 1696 1839 1850 1933 SB 989 1073 1340 #2704342
04/01/2022–06/30/2022 Firm Activity (payments) CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS Shaw Yoder Antwih Schmelzer & Lange, Inc. $19,190 $3,689 $22,879 $123,297 AB 1608, AB 1696, AB 1707, AB 1839, AB 2021, AB 2258, AB 2689, ACA 12, SB 286, SB 862, SB 989, SB 1264, SB 1489, SB 1494. #2698500
04/01/2022–06/30/2022 Firm Activity (payments) California Park & Recreation Society HOUSTON MAGNANI AND ASSOCIATES $12,669 $0 $12,669 $76,014 Legislature reg AB 30, AB 178, AB 1737, AB 1789, AB 2387, AB 2463, SB 54, SB 154, SB 855, SB 989, budget reg Recreational Trails and Greenways Program. #2704180
04/01/2022–06/30/2022 Firm Activity (payments) CONTRA COSTA COUNTY NIELSEN MERKSAMER PARRINELLO GROSS & LEONI LLP $75,000 $0 $75,000 $255,000 AB 32, 1777, 1897, 1987, 2295, 2325, 2374, 2560, 2579; SB 107, 300, 843, 847, 869, 872, 874, 988, 989, 1338, 1342 #2707985
04/01/2022–06/30/2022 Firm Activity (payments) STATE ASSOCIATION OF COUNTY AUDITORS YARYAN SIVERLING $0 $0 $0 $36,910 AB 759, AB 2493, SB 989, SB 1099, SB 1489 #2702677