Massachusetts 2023-2024 Regular Session

Massachusetts House Bill H2764

Introduced
2/16/23  

Caption

To properly value real estate transactions

Impact

The implications of HB 2764 are significant, as it directly affects how real estate transactions are taxed in Massachusetts. The bill aims to prevent under-valuation in property transactions, potentially increasing tax revenues for municipalities. By holding trustees accountable to the assessed fair cash valuation, the legislation seeks to close loopholes that may allow for tax avoidance through undervalued real estate sales. If enacted, it could lead to a more standardized approach in how real estate interests are valued and taxed, promoting fairness in the taxation process.

Summary

House Bill 2764, titled 'An Act to properly value real estate transactions', seeks to amend Chapter 59 of the General Laws of Massachusetts by introducing a new section that addresses the taxation of real estate transactions performed by trustees of trusts. Specifically, the bill mandates that if a trustee disposes of a real property interest for less than its fair cash valuation, they are required to pay the local municipality the real property tax amount based on the assessed fair cash valuation. This proposed legislation is intended to enhance the integrity of property tax evaluations, ensuring that local governments receive appropriate tax revenue from real estate transactions.

Contention

While the bill presents a solution to the issues surrounding the valuation of real estate for tax purposes, there may be points of contention regarding its implementation. Stakeholders such as property owners and trustees may express concerns about the feasibility and fairness of enforcing these provisions, especially in a market where property values can fluctuate significantly. Additionally, there could be discussions around how this law may impact trust management and the duties of trustees concerning tax liabilities. Furthermore, the bill’s proponents will need to address any concerns from those worried about the added regulatory burden on real estate transactions.

Companion Bills

MA H2728

Similar To Relative to ensuring fairness and equity in the assessment of the value of property

MA H4725

Replaced by Study Order

Previously Filed As

MA H1655

To promote victim service funding

MA H2802

Relative to the retirement benefits of certain employees of the department of mental health

MA H1656

Relative to the reckless discharge of firearms

MA H2497

Relative to the retirement benefits of certain employees of the department of mental health

MA H764

Boosting flu prevention for seniors

MA H2309

Relative to the reckless discharge of firearms

MA H2198

Reducing emergency department boarding

MA H1651

Requiring the relocation of the Cambridge District Court

Similar Bills

No similar bills found.