Chapter 302 Oregon Laws 2001

 

AN ACT

 

HB 2129

 

Relating to unclaimed property; creating new provisions; and amending ORS 98.329, 98.334, 98.336, 98.338, 98.342 and 98.354.

 

Be It Enacted by the People of the State of Oregon:

 

          SECTION 1. Section 2 of this 2001 Act is added to and made a part of ORS 98.302 to 98.436.

 

          SECTION 2. (1) The Division of State Lands shall, on a regular basis, provide educational or informational materials to persons required to file a report under ORS 98.352. The educational or informational materials shall contain, but shall not be limited to, information describing:

          (a) The types of property, tangible and intangible, that are subject to reporting;

          (b) Persons who typically hold, knowingly or unknowingly, unclaimed property;

          (c) Record keeping requirements for persons holding unclaimed property; and

          (d) Any penalties for failing to comply with the provisions of ORS 98.302 to 98.436.

          (2) Upon request by the Division of State Lands, the Department of Revenue and the Corporation Division of the Office of the Secretary of State shall:

          (a) Assist the Division of State Lands in determining which persons are required to file a report under ORS 98.352; and

          (b) Allow the Division of State Lands to include information about unclaimed property reporting requirements in the regular mailings of the Department of Revenue.

 

          SECTION 3. ORS 98.329 is amended to read:

          98.329. A holder, with the written consent of the Division of State Lands, and [upon conditions and terms] in compliance with rules prescribed by the division, may report and deliver property before the property is presumed abandoned.

 

          SECTION 4. ORS 98.334 is amended to read:

          98.334. Unpaid wages, including wages represented by unpresented payroll checks, owing in the ordinary course of the holder’s business which remain unclaimed by the owner for more than [five years] three years after becoming payable are presumed abandoned.

 

          SECTION 5. ORS 98.336 is amended to read:

          98.336. (1) Intangible property, including uncashed warrants and wages represented by unpresented payroll checks, held for the owner by a court, state or other government, governmental subdivision or agency, public corporation, or public authority, that has remained unclaimed by the owner for more than two years is presumed abandoned.

          (2) Tangible property held for the owner by a court, state or other government, governmental subdivision or agency, law enforcement agency, public corporation or public authority that has remained unclaimed by the owner for more than two years is presumed abandoned.

 

          SECTION 6. ORS 98.338 is amended to read:

          98.338. (1) A credit memo issued in the ordinary course of an issuer’s business which remains unclaimed by the owner for more than [five years] three years after becoming payable or distributable is presumed abandoned.

          (2) For a credit memo presumed abandoned under subsection (1) of this section, the amount presumed abandoned is the amount credited to the recipient of the memo.

 

          SECTION 7. ORS 98.342 is amended to read:

          98.342. (1) All intangible personal property, not otherwise covered by ORS 98.302 to 98.436 and 98.992, including any income or increment thereon and deducting any lawful charges, that is held or owing in the ordinary course of the holder’s business and has remained unclaimed by the owner for more than [five years] three years after it became payable or distributable is presumed abandoned.

          (2) Property is payable or distributable for the purpose of ORS 98.302 to 98.436 and 98.992 notwithstanding the owner’s failure to make demand or to present any instrument or document required to receive payment.

 

          SECTION 8. ORS 98.354 is amended to read:

          98.354. (1) Every holder required to file a report under ORS 98.352 as to any property for which the holder has obtained an address of the owner, shall maintain a record of the name and last-known address of the owner and such signature cards and other evidence which would assist in the identification of the owner for [five years] three years after the property has been remitted to the Division of State Lands.

          (2) Any business association that sells in this state traveler’s checks, money orders or other similar written instruments, other than third party bank checks on which the business association is directly liable, or that provides such instruments to others for sale in this state, shall maintain a record of those instruments while they remain outstanding, indicating the state and date of issue, for five years after the date the property has been remitted to the division.

 

          SECTION 9. In order to avoid hardship on holders adapting to the changes set forth in the amendments to ORS 98.334, 98.338, 98.342 and 98.354 by sections 4, 6, 7 and 8 of this 2001 Act, the Division of State Lands may establish reporting procedures for the holders to follow during the period of time in which the period for the presumption of abandonment is reduced from five years to three years.

 

          SECTION 10. For the period beginning on the effective date of this 2001 Act and ending January 1, 2003, the Division of State Lands may not levy any fine, interest or penalty accruing under ORS 98.302 to 98.436, 98.991 and 98.992.

 

          SECTION 11. The amendments to ORS 98.329, 98.334, 98.336, 98.338, 98.342 and 98.354 by sections 3 to 8 of this 2001 Act apply to all persons holding unclaimed property or unclaimed property records on the effective date of this 2001 Act. Persons holding unclaimed property or unclaimed property records on the effective date of this 2001 Act may dispose of the property and records in accordance with ORS 98.302 to 98.436, 98.991 and 98.992.

 

Approved by the Governor June 5, 2001

 

Filed in the office of Secretary of State June 5, 2001

 

Effective date January 1, 2002

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