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SF0084 • 2022

Mineral royalties-proportional severance tax relief.

AN ACT relating to severance taxes; creating severance tax refunds for specified oil, gas and coal severance taxes based on increased federal royalty rates; authorizing the transfer of government royalty revenue as specified; providing for distribution of the state's share of specified federal mineral royalties; requiring rulemaking; and providing for effective dates.

Energy Land Taxes
Inactive

Wyoming marks this bill as inactive, which usually means it is no longer moving in the current session.

Sponsor
Fed Nat Res
Last action
2022-03-08
Official status
inactive
Effective date
3/1/2022

Plain English Breakdown

The official source material does not provide specific details about the amount of refunds or eligibility criteria, leaving these points uncertain.

Mineral Royalties and Severance Tax Relief

This bill creates refunds for certain oil, gas, and coal severance taxes based on increased federal royalty rates and sets rules for distributing these refunds.

What This Bill Does

  • Creates a refund system for taxpayers who pay higher federal mineral royalties due to an increase in the federal rate since July 1, 2021.
  • Requires the state treasurer to transfer funds from one account to another to cover these refunds starting in calendar year 2023.
  • Limits refunds for crude oil and natural gas when their prices are high.
  • Requires the Department of Revenue to create rules for applying and receiving these refunds.

Who It Names or Affects

  • Taxpayers who pay severance taxes on oil, gas, or coal from federal mineral estates.
  • The state treasurer responsible for transferring funds.
  • The Department of Revenue which must create rules and report on refunds.

Terms To Know

Severance tax
A tax paid by companies that extract natural resources like oil, gas, or coal from the ground.
Federal mineral royalty rate
The percentage of revenue a company must pay to the federal government for using federal minerals.

Limits and Unknowns

  • It is unclear if this bill will become law since it died in committee and was returned without further action.
  • Details on applying for refunds are left to future rules by the Department of Revenue.

Amendments

These notes stay tied to the official amendment files and metadata from the legislature.

SF0084S2001

2nd reading • Senator Boner

Adopted

Plain English: The amendment adds conditions that no refunds will be given if the price of crude oil or natural gas exceeds certain thresholds.

  • Adds a condition that no refund will be provided for crude oil production when the monthly average spot price is $80.00 per barrel or more.
  • Adds a condition that no refund will be provided for natural gas production when the monthly average spot price is $4.00 per thousand cubic feet or more.
  • The amendment does not specify what happens if both conditions are met simultaneously, leaving some uncertainty about how refunds would be handled in such cases.
SF0084SS001

Standing Committee • Senate Minerals, Business and Economic Development

Adopted

Plain English: The amendment modifies the bill to include a specific calculation method for transferring funds and adds language about providing severance tax refunds.

  • Adds a new requirement that a specified amount be multiplied by 16.67% before being transferred and distributed according to certain state laws.
  • Inserts text allowing for the provision of severance tax refunds as authorized by specific sections of Wyoming statutes.
  • The exact details of how the funds will be calculated and transferred are technical and not fully explained in the amendment text, which may require further clarification or context from the bill itself.

Bill History

  1. 2022-03-08 House

    H:Died in Committee Returned Bill Pursuant to HR 5-4

  2. 2022-03-08 House

    H No report prior to CoW Cutoff

  3. 2022-03-01 House

    H Introduced and Referred to H09 - Minerals

  4. 2022-02-28 House

    H Received for Introduction

  5. 2022-02-28 Senate

    S 3rd Reading:Passed 21-9-0-0-0

  6. 2022-02-25 Senate

    S 2nd Reading:Passed

  7. 2022-02-24 Senate

    S COW:Passed

  8. 2022-02-22 Senate

    S Placed on General File

  9. 2022-02-22 Senate

    S09 - Minerals:Recommend Amend and Do Pass 4-1-0-0-0

  10. 2022-02-15 Senate

    S Introduced and Referred to S09 - Minerals 26-4-0-0-0

  11. 2022-02-14 Senate

    S Received for Introduction

  12. 2022-02-14 LSO

    Bill Number Assigned

Current Bill Text

Read the full stored bill text
22LSO-0065
2022
STATE OF WYOMING
22LSO-0065
ENGROSSED
3.0

SENATE FILE NO. SF0084

Mineral royalties-proportional severance tax relief.

Sponsored by: Select Federal Natural Resource Management Committee

A BILL

for

AN ACT relating to severance taxes; creating severance tax refunds for specified oil, gas and coal severance taxes based on increased federal royalty rates; authorizing the transfer of government royalty revenue as specified; providing for distribution of the state's share of specified federal mineral royalties; requiring rulemaking; and providing for effective dates.

Be It Enacted by the Legislature of the State of Wyoming:

Section 1.

W.S. 9
‑
4
‑
601 by creating a new subsection (n), 39
‑
14
‑
109(c) by creating a new paragraph (iv), 39
‑
14
‑
209(c) by creating a new paragraph (iv) and 39
‑
14
‑
801 by creating a new subsection (j) are amended to read:

9
‑
4
‑
601.

Distribution and use; funds, accounts, cities and towns benefited; exception for bonus payments.

(n)

Notwithstanding the distribution requirements imposed under this section, beginning calendar year 2023 and each year thereafter, the state treasurer shall

transfer funds from the account created by subsection (a) of this section to the severance tax distribution account created by W.S. 39
‑
14
‑
801(a) in an amount specified in this subsection. The amount of the transfer shall be equal to the funds necessary to provide the severance tax refunds authorized by W.S. 39
‑
14
‑
109(c)(iv) and 39
‑
14
‑
209(c)(iv). That amount shall then be multiplied by sixteen and sixty-seven hundredths percent (16.67%), the product of which shall be included with the funds transferred under this subsection and separately distributed in accordance with W.S. 39-14-801(b) through (e). The department of revenue shall certify to the state treasurer the funds necessary to provide the severance tax refunds before the state treasurer transfers any funds under this subsection.

39
‑
14
‑
109.

Taxpayer remedies.

(c)

Refunds.

The following shall apply:

(iv)

Beginning with mineral production taking place on and after January 1, 2023, the taxpayer is entitled to receive a monetary refund on a per property basis in an amount specified under this paragraph of a proportion of severance taxes paid under
W.S. 39
‑
14
‑
104(a)(ii) through (vi) on surface coal mined from the federal mineral estate or paid under W.S. 39
‑
14
‑
104(b)(ii) and (iii) on underground coal mined from the federal mineral estate in the prior production year. The value of the refund shall be in an amount equal to the increased royalty levied against taxpayers as a result of any cumulative increase in the federal mineral royalty rate percentage from the percentage in place as of July 1, 2021 imposed on surface coal and underground coal in accordance with 30 U.S.C. 207 or as prescribed by rule under 43 C.F.R. 3473.3
‑
2, multiplied by the gross percentage share of the state under 30 U.S.C. 191(a) after deducting the mandatory administrative costs imposed under 30 U.S.C. 191(b).
That amount shall then be multiplied by seventy
‑
five percent (75%) to approximate and account for the reduced assessed mineral value resulting from the increase in the federal
mineral royalty rate percentage. The refund
shall not exceed the total annual severance tax liability for the taxpayer under W.S. 39
‑
14
‑
104(a)(ii) through (vi) on surface coal and under W.S. 39
‑
14
‑
104(b)(ii) and (iii) on underground coal. The burden shall be on the taxpayer to establish the amount of any refund due under this paragraph.
The taxpayer shall apply for the refund authorized under this paragraph annually on or before July 1 of the year following the year of mineral production on a form prescribed by the department. The department shall by rule prescribe procedures and other applicable timelines under which a taxpayer who is eligible to receive a refund under this paragraph may apply for and receive the refund.

39
‑
14
‑
209.

Taxpayer remedies.

(c)

Refunds.

The following shall apply:

(iv)

Beginning
with mineral production taking place on and after January 1, 2023
, the taxpayer is entitled to receive a monetary refund on a per property basis in an amount specified under this paragraph of a proportion of severance taxes paid under
W.S.
39
‑
14
‑
204(a)(ii) through (iv)
on crude oil, lease condensate or natural gas
produced from the federal mineral estate in the prior production year
.
The value of the refund shall be in an amount equal to any increased royalty levied against taxpayers as a result of any cumulative increase in the federal mineral royalty rate percentage from the percentage in place as of July 1, 2021 imposed on
crude oil, lease condensate or natural gas in accordance with 30 U.S.C. 226 or as prescribed by rule under 43 C.F.R. 3103.3
‑
1
, multiplied by the gross percentage share of the state under 30 U.S.C. 191(a) after deducting the mandatory administrative costs imposed under 30 U.S.C. 191(b).
That amount shall then be multiplied by seventy
‑
five percent (75%) to approximate and account for the reduced assessed mineral value resulting from the increase in the federal mineral royalty rate percentage. The refund
shall not exceed the total annual severance tax liability for the taxpayer under W.S. 39
‑
14
‑
204(a)(ii) through (iv).
The taxpayer shall apply for the refund authorized under this paragraph annually on or before July 1 of the year following the year of mineral production on a form prescribed by the department.
The burden shall be on the taxpayer to establish the amount of any refund due under
this paragraph.
The department shall by rule prescribe procedures and other applicable timelines under which a taxpayer who is eligible to receive a refund under this paragraph may apply for and receive the refund. No refunds shall be provided under this paragraph for crude oil production during any month in which the monthly average of daily spot prices for West Texas Intermediate (WTI) per barrel of oil is eighty dollars ($80.00) or more. No refunds shall be provided under this paragraph for natural gas production during any month in which the monthly average of daily spot prices for Henry hub per thousand cubic feet of natural gas is four dollars ($4.00) or more.

39
‑
14
‑
801.

Severance tax distributions; distribution account created; formula.

(j)

Notwithstanding the distribution requirements imposed under subsections (b) through (e) of this section, funds transferred into the severance tax distribution account as provided by W.S. 9
‑
4
‑
601(n) to provide the severance tax refunds authorized by W.S. 39-14-109(c)(iv) and 39-14-209(c)(iv) shall be accounted for separately and are continuously appropriated to the department of revenue
for the purpose of funding the taxpayer refunds authorized by W.S. 39
‑
14
‑
109(c)(iv) and 39
‑
14
‑
209(c)(iv). Beginning September 1, 2023 and on September 1 of each year thereafter, the department of revenue shall annually report to the joint revenue interim committee on the number of taxpayer refund applicants and the number and amount of refunds provided under W.S. 39
‑
14
‑
109(c)(iv) and 39
‑
14
‑
209(c)(iv).

Section 2
.

The department of revenue shall promulgate all rules necessary to implement the provisions of this act.

Section 3
.

(a)

Except as provided in subsection (b) of this section, this act is effective immediately upon completion of all acts necessary for a bill to become law as provided by Article 4, Section 8 of the Wyoming Constitution.

(b)

Section 1 of this act is effective January 1, 2023
.

(END)

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SF0084