Maryland 2023 Regular Session

Maryland House Bill HB457

Introduced
1/30/23  
Refer
1/30/23  
Report Pass
3/13/23  
Engrossed
3/15/23  

Caption

Recordation Tax - Purchase Money Mortgage or Purchase Money Deed of Trust - Extent of Exemption

Impact

The implementation of HB 457 is poised to refine the guidelines surrounding the recording of mortgages that are used to finance real estate purchases. By delineating the extent to which the exemption applies, the bill seeks to address ambiguities that may have been present in the previous law. This may lead to a more predictable legal and financial environment for both homebuyers and financial institutions involved in property transactions. Additionally, it potentially reduces instances of misinterpretation in tax obligations related to mortgage documentation, thereby promoting smoother real estate transactions in Maryland.

Summary

House Bill 457, titled 'Recordation Tax - Purchase Money Mortgage or Purchase Money Deed of Trust - Extent of Exemption', amends existing Maryland tax law regarding recordation taxes applicable to purchase money mortgages and deeds of trust. The bill specifies that the exemption from recordation tax applies solely to the portion of the mortgage or deed that secures the purchase money. This clarification aims to provide a clear framework for both lenders and borrowers in real estate transactions, ensuring that only the necessary amounts are exempt from taxation during the transfer of property ownership.

Sentiment

The sentiment around HB 457 was largely positive among legislators and stakeholders in the real estate sector. Supporters believe that the bill streamlines the process associated with recordation taxes, thus fostering an environment conducive to property transactions. Feedback indicates that clarity in tax exemptions can encourage home purchasing and real estate investments. However, there were concerns from some quarters regarding the potential fiscal implications for local governments that may rely on recordation taxes for funding.

Contention

While the general reception of HB 457 seems favorable, the bill did not come without its criticisms. Some opposition arose regarding the possible impacts on local government revenues derived from recordation taxes. There were also discussions about ensuring that the definitions and stipulations in the bill do not inadvertently lead to more complex operations for lenders or additional costs for borrowers. As such, the balance between facilitating transactions and preserving local revenue streams was a notable point of contention.

Companion Bills

MD SB65

Crossfiled Recordation Tax – Purchase Money Mortgage or Purchase Money Deed of Trust – Extent of Exemption

Previously Filed As

MD SB65

Recordation Tax – Purchase Money Mortgage or Purchase Money Deed of Trust – Extent of Exemption

MD HB523

AN ACT relating to the priority of purchase money deeds of trusts and mortgages.

MD SB233

Mortgages, fee increase for recording of mortgages, deeds of trust, distribution of proceeds to Alabama housing trust fund.

MD HB266

Provides for a purchase money mortgage

MD SB306

Mortgages and deeds of trust: trustee substitutions.

MD HB371

Recordation Tax - Indemnity Mortgage Exemption - Threshold Amount

MD SB818

Mortgages and deeds of trust: foreclosure.

MD SB476

Recordation Tax - Indemnity Mortgage Exemption - Threshold Amount

MD HB1417

Recordation and Transfer Taxes - First-Time Maryland Home Buyer - Payment and Exemptions

MD SB1183

Mortgages: deeds of trust: successors in interest.

Similar Bills

No similar bills found.