HOUSE BILL No. 4011

 

January 15, 2015, Introduced by Rep. Kelly and referred to the Committee on Tax Policy.

 

     A bill to amend 1973 PA 186, entitled

 

"Tax tribunal act,"

 

by amending section 37 (MCL 205.737), as amended by 2012 PA 220.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 37. (1) The tribunal shall determine a property's taxable

 

value pursuant to section 27a of the general property tax act, 1893

 

PA 206, MCL 211.27a.

 

     (2) The tribunal shall determine a property's state equalized

 

valuation by multiplying its finding of true cash value by a

 

percentage equal to the ratio of the average level of assessment in

 

relation to true cash values in the assessment district, and

 

equalizing that product by application of the equalization factor

 

that is uniformly applicable in the assessment district for the

 

year in question. The property's state equalized valuation shall

 


not exceed 50% of the true cash value of the property on the

 

assessment date.

 

     (3) The petitioner has the burden of proof in establishing the

 

true cash value of the property. The assessing agency has the

 

burden of proof in establishing the ratio of the average level of

 

assessments in relation to true cash values in the assessment

 

district and the equalization factor that was uniformly applied in

 

the assessment district for the year in question.

 

     (4) If the taxpayer paid additional taxes as a result of the

 

unlawful assessments on the same property after filing the

 

petition, or if in subsequent years an unlawful assessment is made

 

against the same property, the taxpayer, not later than the filing

 

deadline prescribed in section 35 for a proceeding before the

 

tribunal that is commenced before January 1, 2007 or section 35a

 

for a proceeding before the tribunal that is commenced after

 

December 31, 2006, except as otherwise provided in subsections (5)

 

and (7), may amend the petition to join all of the claims for a

 

determination of the property's taxable value, state equalized

 

valuation, or exempt status and for a refund of payments based on

 

the unlawful assessments. The Before January 1, 2015, the motion to

 

amend the petition to add a subsequent year shall be accompanied by

 

a motion fee equal to 50% of the filing fee to file a petition to

 

commence an appeal for that property in that year. After December

 

31, 2014, the appeal for each subsequent year shall be added

 

automatically to the petition and the tribunal shall notify each

 

petitioner that subsequent years shall be automatically added

 

without need for a motion or filing fee. However, the petitioner

 


may move to exclude or amend the appeal of any subsequent year at

 

the time of the hearing on the petition. A sum determined by the

 

tribunal to have been unlawfully paid or underpaid shall bear

 

interest from the date of payment to the date of judgment and the

 

judgment shall bear interest to date of its payment. However, a sum

 

determined by the tribunal to have been underpaid shall not bear

 

interest for any time period prior to 28 days after the tribunal's

 

decision. Interest required by this subsection shall accrue for

 

periods before April 1, 1982 at a rate of 6% per year, shall accrue

 

for periods after March 31, 1982 but before April 1, 1985 at a rate

 

of 12% per year, and shall accrue for periods after March 31, 1985

 

but before April 1, 1994 at a rate of 9% per year. After March 31,

 

1994 but before January 1, 1996, interest shall accrue at an

 

interest rate set monthly at a per annum rate based on the auction

 

rate of the 91-day discount treasury bill rate for the first Monday

 

in each month, plus 1%. After December 31, 1995 but before July 1,

 

2012, interest shall accrue at an interest rate set each year based

 

on the average auction rate of 91-day discount treasury bills in

 

the immediately preceding state fiscal year as certified by the

 

department of treasury, plus 1%. The department of treasury shall

 

certify the interest rate within 60 days after the end of the

 

immediately preceding fiscal year. After June 30, 2012, interest

 

shall accrue at 1 percentage point above the adjusted prime rate.

 

As used in this section, "adjusted prime rate" means the average

 

predominant prime rate quoted by not fewer than 3 commercial banks

 

to large businesses, as determined by the department of treasury.

 

The adjusted prime rate is to be based on the average prime rate

 


charged by not fewer than 3 commercial banks during the 6-month

 

period ending on March 31 and the 6-month period ending on

 

September 30. One percentage point shall be added to the adjusted

 

prime rate and the resulting sum shall be divided by 12 to

 

establish the current monthly interest rate. The resulting current

 

monthly interest rate based on the 6-month period ending March 31

 

becomes effective on the following July 1, and the resulting

 

current monthly interest rate based on the 6-month period ending

 

September 30 becomes effective on January 1 of the following year.

 

The tribunal shall order the refund of all or part of a property

 

tax administration fee paid in connection with taxes that the

 

tribunal determines were unlawfully paid.

 

     (5) A motion to amend a petition to add subsequent years is

 

not necessary in the following circumstances:

 

     (a) If the tribunal has jurisdiction over a petition alleging

 

that the property is exempt from taxation, the appeal for each

 

subsequent year for which an assessment has been established shall

 

be added automatically to the petition. However, upon leave of the

 

tribunal, the petitioner or respondent may request that any

 

subsequent year be excluded from appeal at the time of the hearing

 

on the petition.

 

     (b) If the residential property and small claims division of

 

the tribunal has jurisdiction over a petition, the appeal for each

 

subsequent year for which an assessment has been established shall

 

be added automatically to the petition. The residential property

 

and small claims division shall automatically add to an appeal of a

 

final determination of a claim for exemption of a principal

 


residence or of qualified agricultural property each subsequent

 

year in which a claim for exemption of that principal residence or

 

that qualified agricultural property is denied. However, upon leave

 

of the tribunal, the petitioner or respondent may request that any

 

subsequent year be excluded from appeal at the time of the hearing

 

on the petition.

 

     (6) The notice of the hearing on a petition shall include a

 

statement advising the petitioner of the right to amend his or her

 

petition to include or exclude subsequent years as provided by

 

subsections (4) and (5) and, after December 31, 2014, a statement

 

advising the petitioner that subsequent years shall be

 

automatically added without need for a motion or filing fee, as

 

provided in subsection (4).

 

     (7) If the final equalization multiplier for the tax year is

 

greater than the tentative multiplier used in preparing the

 

assessment notice and as a result of action of the state board of

 

equalization or county board of commissioners a taxpayer's

 

assessment as equalized is in excess of 50% of true cash value,

 

that person may appeal directly to the tax tribunal without a prior

 

protest before the local board of review. The appeal shall be filed

 

under this subsection on or before the third Monday in August and

 

shall be heard in the same manner as other appeals of the tribunal.

 

An appeal pursuant to this subsection shall not result in an

 

equalized value less than the assessed value multiplied by the

 

tentative equalization multiplier used in preparing the assessment

 

notice.