Michigan 2025-2026 Regular Session

Michigan Senate Bill SB0819

Introduced
3/4/26  

Caption

Property tax: assessments; inapplicability of pop-up to taxable value resulting from interspousal transfers of ownership interests in legal entities; clarify. Amends sec. 27a of 1893 PA 206 (MCL 211.27a).

Impact

The proposed legislation presents significant implications for state policy regarding property tax assessments. By formally delineating the rules surrounding interspousal transfers, SB0819 intends to protect property owners from abrupt tax increases that could be financially burdensome. The bill reinforces the notion that these transfers should not inherently trigger revaluation processes that elevate taxable property values, thereby maintaining a degree of tax stability for families.

Summary

Senate Bill 0819 aims to amend the General Property Tax Act of 1893, specifically Section 27a, in the context of how property taxes are assessed following interspousal transfers of ownership interests in legal entities. The bill seeks to clarify the application of the property tax assessment process by ensuring that such transfers do not lead to an immediate increase in taxable value—a process often referred to as a 'pop-up' tax assessment. This is aimed at preserving the financial interests of individuals engaged in legal ownership transfers within a family or married context.

Contention

There may be points of contention surrounding the bill regarding whether it adequately addresses potential loopholes that could be exploited. Critics may argue that the bill does not do enough to prevent tax avoidance strategies, while supporters claim that it is necessary to ensure fair treatment of property owners during familial transfers. The discussions around the bill indicate a need for balancing tax equity with the preservation of family property rights, which may lead to divergent perspectives among legislators.

Companion Bills

No companion bills found.

Previously Filed As

MI HB5872

Property tax: assessments; taxable value of transferred property; modify. Amends sec. 27a of 1893 PA 206 (MCL 211.27a).

MI HB4014

Property tax: assessments; transfer of ownership of certain real property to certain individuals; exempt from uncapping of taxable value upon transfer. Amends sec. 27a of 1893 PA 206 (MCL 211.27a).

MI HJRT

Property tax: assessments; uncapping of taxable value for certain transfers of property owned and used as a principal residence; eliminate. Amends sec. 3, art. IX of the state constitution. TIE BAR WITH: HJR T'26

MI HB4111

Property tax: exemptions; personal property constituting certain hydrogen fuel pumps; exempt. Amends secs. 27 & 34d of 1893 PA 206 (MCL 211.27 & 211.34d) & adds sec. 9q. TIE BAR WITH: HB 4112'25

MI HCR5024

Proposing to amend section 1 of article 11 of the constitution of the state of Kansas to establish the taxable valuation of real property used for residential purposes based on the sales price for the year in which the property transferred ownership if the transfer was sold at fair market value or valued pursuant to law as fair market value in the year in which the transfer occurred for the current owner.

MI SB0192

Property tax: exemptions; freeze of taxable value for primary residences of certain senior citizens; provide for. Amends 1893 PA 206 (MCL 211.1 - 211.155) by adding sec. 7zz.

MI HB4088

Individual income tax: property tax credit; taxable value cap on homestead eligibility for credit; increase and modify adjustment factor. Amends sec. 520 of 1967 PA 281 (MCL 206.520).

MI HB5885

Property tax: exemptions; when to deny a disabled veteran’s exemption; clarify. Amends secs. 7b & 7c of 1893 PA 206 (MCL 211.7b & 211.7c)

MI SB974

Property taxation: change in ownership: generational transfers: special needs trusts.

MI HB1559

Limitations on taxable valuation of residential property; and to provide an effective date.

Similar Bills

CA SB1352

Property taxation: newly constructed: reconstructed property.

CA AB245

Property taxation: application of base year value: disaster relief.

CA SB1053

Property taxation: transfer of base year value: disaster relief.

HI HB1398

Relating To Property.

HI HB1398

Relating To Property.

CA SB603

An act to amend Section 69 of the Revenue and Taxation Code, relating to taxation, to take effect immediately, tax levy.

TX HB2011

Relating to the right to repurchase from a condemning entity certain real property for which ad valorem taxes are delinquent.