City Ordinance Chapter 082 - Taxation

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                                    Chapter 82

                                  TAXATION

                             Article I. In General
Sec. 82-1. Industrial, commercial and residential facilities tax exemptions.
Secs. 82-2—82-30. Reserved.


                 Article II. Ad Valorem Property Taxation


                               Division 1. Generally
Secs. 82-31—82-45. Reserved.

   Division 2.   Residential Housing Projects and Payments In Lieu Of Taxes
Sec. 82-46.    Definitions.
Sec. 82-47.    General denial of exemption.
Sec. 82-48.    Limited exemption stated.
Sec. 82-49.    Ownership entities recognized.
Sec. 82-50.    Housing projects eligible.
Sec. 82-51.    Payment in lieu of taxes; amount; standards for determination.
Sec. 82-52.    Term of exemption.
Sec. 82-53.    Service charge constitutes a lien on property.
Sec. 82-54.    Collection of service charge.
Sec. 82-55.    Requirement to file information; default in payment; violations;
               loss of exemption.
See. 82-56.    Service fees and special assessments.
Sec. 82-57.    Contract requirement.
Sec. 82-58.    Denial of application.
Sec. 82-59.    Effect on existing projects.
Secs. 82-60—82-80. Reserved.


                            Article III. Income Tax
Sec. 82-81.      Adopted; tax levied.
Sec. 82-82.      Personal exemptions and limitations.




                                      CD82:1
                                                 TAXATION                                            § 82-46



          ARTICLE I. IN GENERAL                           (c) Fees. All fees for processing applications,
                                                       requests for creation of districts, applications for
                                                       transfers, and any other actions requested pursu-
Sec. 82-1. Industrial, commercial and
                                                       ant to this section shall be determined by the
           residential facilities tax exemp-
                                                       city commission by resolution, and set forth in
           tions.
                                                       the city's master fee resolution.
                                                       (Code 1975, § 2-6.1; Code 2002, § 82-1; Ord. No.
   (a) Finding and declaration of fact; purpose of
                                                       1185, § 1, 3-9-1999; Ord. No. 1193, 8-10-1999)
section. The city processes applications and moni-
                                                          State law reference—Application fee for industrial
tors compliance for several tax exemptions             facilities authorized, MCL 207.555(3).
afforded by state law. These include the follow-
ing:                                                   Secs. 82-2—82-30. Reserved.
  (1)   Applications and continued monitoring
        for the establishment of districts and the         ARTICLE II. AD VALOREM PROPERTY
        issuance of industrial facilities tax exemp-                   TAXATION*
        tion certificates pursuant to Public Act
        No. 198 of 1974 (MCL 207.551 et seq.);
                                                                  DIVISION 1. GENERALLY
  (2)   Applications and continued monitoring
        for the establishment of districts and the     Secs. 82-31—82-45. Reserved.
        issuance of commercial facilities tax
        exemption certificates pursuant to the
                                                             DIVISION 2. RESIDENTIAL HOUSING
        commercial redevelopment act, Public Act
                                                            PROJECTS AND PAYMENTS IN LIEU OF
        No. 255 of 1978 (MCL 207.651 et seq.);
                                                                          TAXES†
  (3)   Applications and continued monitoring
        for qualification of businesses pursuant       Sec. 82-46. Definitions.
        to the enterprise zone act, Public Act No.       The following words, terms and phrases, when
        224 of 1985 (MCL 125.2101 et seq.);            used in this division, shall have the meanings
                                                       ascribed to them in this section, except where
  (4)   Applications and continued monitoring
                                                       the context clearly indicates a different meaning:
        of grants of exemptions under Section
        15a of Public Act No. 346 of 1946 (MCL           Authority means the state housing develop-
        125.1415a), or its successor;                  ment authority.

  (5)   Applications and continued monitoring             Contract rents means all rents in the housing
        of exemptions under the neighborhood           project expected either directly from a tenant or
        enterprise zone act, Public Act No. 147 of     by subsidy, vendor payments or paid by a govern-
        1992 (MCL 207.771 et seq.).                    ment or other assisting entity on behalf of a
                                                       tenant to the owner or owner's designee or agent
   (b) The review of applications and subsequent       of a housing project. Contract rents include the
monitoring thereof during the period of any            rental amounts to be currently charged for units
exemption required under the above statutes            in the housing project, whether a unit is vacant
involves expenditure of staff time, publication        or not, and whether or not the rent is actually
and mailing fees, investigations and review. It is     paid. Contract rents also include the rentals to
the purpose of this section to establish fees to be    be paid for additional facilities by tenants, such
paid by each applicant for each such application       as carports or garages, and further include miscel-
to reimburse the city for such expenditure. The
                                                          *State law reference—General property tax act, MCL
fees are determined to reflect the actual costs of     211.1 et seq.
the city's responsibilities regarding such applica-       †State law reference—Housing project tax exemption
tions, or are specifically authorized by statute.      and service charges, MCL 125.1415a.



Supp. No. 16                                      CD82:3
§ 82-46                                    MUSKEGON CITY CODE



laneous income, such as income from vending            does not include cable or other television services,
machines or laundry equipment. The portion of          telephone or communication utilities or solid
additional facility rents and miscellaneous income     waste services.
to be attributed to contract rents shall be
determined by reference to the floor plan of the         Workforce housing means rental units or other
facility which includes and clearly exhibits the       housing options included in the definitions found
housing project (therefore the exempt portion of       at section 15a(10)(d) of Public Act No. 346 of
the facility), and the portion of contract rents       1966 (MCL 125.1415a(10)(d)).
shall be determined by the ratio of the housing        (Code 1975, § 2-6(c); Code 2002, § 82-46; Ord. No.
project square footage to the entire square foot-      2072, 4-9-2002; Ord. No. 2303, § 1(82-46), 2-14-
age of the facility. The term "contract rents" does    2012; Ord. No. 2538, 5-27-2025)
not include charges for utilities.

   Elderly persons means persons determined by         Sec. 82-47. General denial of exemption.
authority guidelines, rules, and practices to have
attained the age and have the status to constitute       The exemption from ad valorem property taxes
them as elderly persons.                               provided by Section 15a of Public Act No. 346 of
                                                       1966 (MCL 125.1415a) shall not apply to all or
   Housing project means a residential facility        any class of housing projects within the city
consisting of rental units offered to the following    boundaries except as provided in this division.
persons; it does not mean the portion of any           (Code 1975, § 2-6(a); Code 2002, § 82-47)
facility which is not so occupied by:                     State law reference—Authority to so provide, MCL
                                                       125.1415a(5).
   (1)    Elderly persons as defined in this sec-
          tion.
                                                       Sec. 82-48. Limited exemption stated.
   (2)    Low income persons and families as
          defined by the authority.                       A limited exemption, only if authorized by
   (3)    Workforce housing as defined by in this      Public Act No. 346 of 1966 (MCL 125.1401 et
          section.                                     seq.), is hereby granted, limited however to the
                                                       projects described and authorized by this divi-
  HUD means the United States Department of            sion and further having a signed contract with
Housing and Urban Development.                         the city pursuant to this division entered into by
                                                       the city in its sole discretion. No other residential
  Low income persons and families means all            project, even if authorized by Public Act No. 346
low income persons and families included in the        of 1966 (MCL 125.1401 et seq.), shall be entitled
definitions found at section 15a(8) of Public Act      to an exemption.
No. 346 of 1966 (MCL 125.1415a(8)).                    (Code 1975, § 2-6(b); Code 2002, § 82-48)
  Mortgage loan means a loan made by the
authority or insured by HUD to the sponsor for         Sec. 82-49. Ownership entities recognized.
the construction and/or permanent financing of a
housing project.                                          No housing project shall be eligible for an
                                                       exemption under this division unless it is owned
   Service charge means the same as payment in
                                                       by a nonprofit housing corporation, consumer
lieu of taxes.
                                                       housing cooperative, or limited dividend housing
  Sponsor means a developer of a housing project.      corporation as described in Section 15a of Public
The term "sponsor" includes an applicant for           Act No. 346 of 1966 (MCL 125.1415a). The
exemption under this division.                         exemption shall not be available to mobile home
                                                       park corporations or mobile home park associa-
  Utilities means public water, public sanitary        tions.
sewer, gas or electric service. The term "utilities"   (Code 1975, § 2-6(d); Code 2002, § 82-49)


Supp. No. 16                                      CD82:4
                                                TAXATION   § 82-50



Sec. 82-50. Housing projects eligible.
   The following housing projects shall be eligible
for the exemption in the city:
  (1)   Housing projects receiving direct mortgage
        loans from or insured by HUD or the
        authority for at least 70 percent of the
        total construction or rehabilitation costs
        of the housing project.
  (2)   Housing projects where at least 70 percent
        of the total construction or rehabilitation
        costs of the housing project come from
        the proceeds of a grant or advance of
        funds from the authority.




Supp. No. 16                                    CD82:4.1
                                                  TAXATION                                             § 82-51



  (3)   Housing projects in which at least 70           of this act. The service charge to be paid in lieu
        percent of the total construction or            of taxes by any housing project exempt under
        rehabilitation costs of the housing project     this division shall be determined as follows:
        are funded by the net proceeds from an
        authority-aided mortgage loan, but only              (1)   Amount. Except as provided in subsec-
        where the authority aid consists of the                    tion (2)(h) of this section, the service
        allocation of tax credits from the author-                 charge shall be in an amount no less
        ity to the applicant for the exemption.                    than one percent nor more than 20 percent
                                                                   of the contract rents charged for the total
  (4)   Housing projects which satisfy all of the                  of all units in the exempt housing project,
        following criteria:                                        whether the units are occupied or not
        a.     The project had previously received                 and whether or not the rents are paid. In
               a project-based Section 8 contract                  no event shall the service charge exceed
               which is scheduled to expire within                 the ad valorem real property taxes which
               one year;                                           would be paid for the housing project if it
                                                                   were not exempt.
        b.     The city determines that the HAP
               contract renewal is in the best inter-        (2)   The payments in lieu of taxes to be made
               est of the city and the residents of                by housing projects exempt from ad
               project;                                            valorem taxes under this division are
        c.     The project had previously received                 hereby established by the city pursuant
               tax exemption and a pilot from the                  to section 15a of Public Act No. 346 of
               city;                                               1966 (MCL 125.1415a), without regard
                                                                   to the amounts otherwise set forth in
        d.     Within 27 months after the contract                 such section of this act. The service
               with the city pursuant to the terms                 charge to be paid in lieu of taxes by any
               hereof, the project receives a MSHDA                housing project exempt under this divi-
               financing commitment, a HUD                         sion shall be determined as follows:
               insured financing commitment or a
               reservation of low income housing                   1.   Amount. Except as provided in
               tax credits; and                                         subsection (2)(h) of this section, the
                                                                        service charge shall be in an amount
        e.   Renovations commence within 12
                                                                        no less than one percent nor more
             months after receipt of a MSHDA
                                                                        than 20 percent of the contract rents
             financing commitment, a HUD
                                                                        charged for the total of all units in
             insured financing commitment or a
                                                                        the exempt housing project, whether
             reservation of low income housing
                                                                        the units are occupied or not and
             tax credits.
                                                                        whether or not the rents are paid.
(Code 1975, § 2-6(e); Code 2002, § 82-50; Ord. No.
                                                                        In no event shall the service charge
2303, § 1(82-50), 2-14-2012)
                                                                        exceed the ad valorem real property
                                                                        taxes which would be paid for the
Sec. 82-51. Payment in lieu of taxes;                                   housing project if it were not exempt.
            amount; standards for
            determination.                                         2.   Standards for determining the
                                                                        amount of the payment in lieu of
   The payments in lieu of taxes to be made by                          taxes. The city's PILOT policy shall
housing projects exempt from ad valorem taxes                           guide the city in determining the
under this division are hereby established by the                       amount of service charge (not less
city pursuant to section 15a of Public Act No.                          than the minimum) which will be
346 of 1966 (MCL 125.1415a), without regard to                          paid to the city for a housing project
the amounts otherwise set forth in such section                         exempt under this division.


Supp. No. 11                                       CD82:5
§ 82-51                                      MUSKEGON CITY CODE



          3.   Property or unit becoming ineligible.     of compliance or occupancy is issued by the city,
               In the event any residential unit is      therefore affecting the taxes due in the following
               found to be occupied by persons who       year, and shall terminate on the happening of
               are not eligible to occupy exempt         any of the following:
               units under this division, the service
                                                             (1)   Refinancing of the authority-aided, or
               charge for that unit, prorated, shall
                                                                   authority or HUD mortgage loan, except
               equal the general property taxes
                                                                   to convert from a construction to an end
               which would be payable (prorate)
                                                                   loan.
               for that unit. In the event the city
               determines that more than 50                  (2)   Any violation or default under section
               percent of the units in the housing                 82-55.
               project are occupied by such ineligible       (3)   The day falling 25 years after the effec-
               persons, than the entire housing                    tive date of the contract for the exemp-
               project shall be immediately liable                 tion required by this division, or the
               for a service charge in an amount                   period determined by the contract,
               equal to the ad valorem property                    whichever is shorter.
               taxes which would otherwise be
               charged by tax bills normally issu-           (4)   For exemptions applicable to projects
               ing in the year of the city's                       aimed at redeveloping existing multi-
               determination.                                      family residential housing projects, which
                                                                   receive Michigan State Housing Develop-
   (3)  Property or unit becoming ineligible. In                   ment Authority approval between October
        the event any residential unit is found to                 1, 2002 and December 1, 2002, the day
        be occupied by persons who are not eligible                falling 35 years after the effective date of
        to occupy exempt units under this divi-                    the contract for the exemption required
        sion, the service charge for that unit,                    by this division, or the period determined
        prorated, shall equal the general property                 by the contract, whichever is shorter.
        taxes which would be payable (prorata)
                                                             (5)   For projects which satisfy the criteria of
        for that unit. In the event the city
                                                                   section 82-50(4), the tax exemption shall
        determines that more than 50 percent of
                                                                   begin upon acquisition of the project by
        the units in the housing project are
                                                                   the sponsor and shall extend until the
        occupied by such ineligible persons, then                  final maturity of the authority-aided or
        the entire housing project shall be                        federally-aided mortgage, whichever is
        immediately liable for a service charge in                 longer, but not to exceed 40 years from
        an amount equal to the ad valorem                          the closing. If the criteria of section
        property taxes which would otherwise be                    82-50(4) are not met within two years of
        charged by tax bills normally issuing in                   the date of the contract between the city
        the year of the city's determination.                      and the sponsor, the tax exemption and
(Code 1975, § 2-6(f); Code 2002, § 82-51; Ord. No.                 PILOT
2303, § 1(82-51), 2-14-2012; Ord. No. 2357, § 1,
3-14-2017; Ord. No 2395, § 1, 12-18-2018; Ord.
No. 2423, § 1, 11-26-2019; Ord. No. 2446, § I,
2-9-2021)
   State law reference—Service charge authorized, MCL
125.1415a(2).


Sec. 82-52. Term of exemption.

   Except as provided in subsection (5) or (6) of
this section, the exemption term shall begin on
the tax day of the year in which a final certificate


Supp. No. 11                                        CD82:6
                                                TAXATION                                          § 82-57



        shall terminate at the end of the two year    taxes, the city shall issue a tax bill for the
        period and the sponsor shall be responsi­     premises and include the required payment as a
        ble for any other remedies agreed to be­      delinquent tax.
        tween the city and sponsor.                   (Code 1975, § 2-6(i); Code 2002, § 82-54)

  (6)    For projects which originally were fi­       Sec. 82-55. Requirement to file information;
        nanced through a Michigan State Hous­                    default in payment; violations;
        ing Development Authority financed or                    loss of exemption.
        aided mortgage and low income housing
        tax credits and for which the Michigan            The sponsor or owner shall file annually with
        State Housing Development Authority fi­       the city treasurer a statement of contract rents to
        nanced or aided mortgage is to be paid off    be charged and/or received, the statement to be
        between February 6, 2014 and December         filed within 30 days after December 31 of each
        30, 2014 but the restrictions applicable to   year. Failure to timely file such statement, the
        low income housing tax credits remains in     filing of an inaccurate statement, any misrepre­
        place, the tax exemption shall begin upon     sentation in the amount of rents, or the failure to
        acquisition of the project by the sponsor     timely pay any service charge shall be considered
        and shall extend until the date specified     violations of this division and the commission of
        in the contract for housing exemption, but    any one violation shall result in the permanent,
        not to exceed 40 years from the closing.      immediate loss of the exemption for the current
                                                      year and thereafter. The city may require that
(Code 1975, § 2-6(g); Code 2002, § 82-52; Ord. No.
                                                      information presented in the statement be certi­
2092, § 82-52, 10-22-2002; Ord. No. 2303, § 1(82­
                                                      fied by an independent auditor.
52), 2-14-2012; Ord. No. 2317, § 1(82-52), 3-11­
                                                      (Code 1975, § 2-6(j); Code 2002, § 82-55)
2014)
                                                      Sec. 82-56. Service fees and special assess­
Sec. 82-53. Service charge constitutes a lien                    ments.
            on property.
                                                         Except as otherwise provided by law, a housing
   The service charge shall constitute a lien on      project otherwise exempt under this section shall
the housing project property and improvements,        not be exempt from special assessments or service
effective at the same times and enforceable in the    fees or charges levied or charged by the city.
same manner as general property taxes.                (Code 1975, § 2-6(k); Code 2002, § 82-56) '
(Code 1975, § 2-6(h); Code 2002, § 82-53)
                                                      Sec. 82-57. Contract requirement.
Sec. 82-54. Collection of service charge.                Except for housing projects previously deter­
                                                      mined to be exempt prior to the enactment of this
   The service charge as determined by this divi­     division, each housing project which is exempt
sion shall be payable in the same manner as           under this division must sign an agreement with
general property taxes, except that the annual        the city by which the exemption set forth in this
payment shall be paid on or before July 1 of each     division is granted, and further providing for the
year during which the exemption is in effect. The     payment in lieu of taxes, consenting to the provi­
entire tax collection procedure provided by the       sions of this division and recognizing the condi­
general property tax act (MCL 211.1 et seq.) shall    tions whereby exemption may be lost. The city
be effective and utilized with respect to such        may require any reasonable conditions in such
payment, including, but not limited to, the provi­    contract, including, but not limited to, such mat­
sions providing for interest and penalties on late    ters as limitations on the years for which the
payments, return of delinquent taxes, tax liens,      exemption may be continued, requirements for
and the sale of lands for delinquent taxes. In the    completing the project within a time certain,
event of a delinquency in the payment in lieu of      requirements for completing nonexempt units or


                                                 CD82:7
§ 82-57                                     MUSKEGON CITY CODE



facilities and time limits for completion, as well as    Sec. 82-59. Effect on existing projects.
the number of such units. Each contract shall
have a complete and final floor plan attached              Housing projects which have been previously
(subject only to insubstantial amendment by as-         determined and treated as exempt pursuant to
built drawings), which shall govern the determi­        Public Act No. 346 of 1966 (MCL 125.1401 et seq.)
nation of the payment in lieu of taxes as appro­        under previous ordinances of the city shall con­
priate under this division. No exemption may be         tinue their exempt status, and further shall con­
granted unless and until the contract is com­           tinue the present payments to the city as pres­
pleted, approved by the city commission and signed.     ently determined. To the extent their present
(Code 1975, § 2-6(1); Code 2002, § 82-57)               contracts do not conflict with this division, this
                                                        division shall control their exemptions.
                                                        (Code 1975, § 2-6(n); Code 2002, § 82-59)
Sec. 82-58. Denial of application.
   The city is not required by this section to grant     Secs. 82-60—82-80. Reserved.
an application which may otherwise qualify un­
der this division. The city may deny an applica­
tion in its sole discretion. In determining whether                 ARTICLE III. INCOME TAX*
to deny a project, the city may use, but is not
limited to, the following standards. The city would      See. 82-81. Adopted; tax levied.
deny a project for exemption if the project applied
for:                                                       (a) The city hereby levies and provides for the
                                                        assessment and collection of an excise tax on
   (1)     Constitutes a development which diverts,     income as authorized by law.
          subverts, alters or is contrary to the mas­
          ter plan of the city;                            (b) The provisions of Chapter 2 of Public Act
                                                        No. 284 of 1964 (MCL 141.601), known as the
   (2)    Fails to contribute to the improvement of
                                                        "Uniform City Income Tax Act," is hereby incor­
          neighborhoods in the city;
                                                        porated, with the exception of sections 60, 61, and
   (3)    Concentrates exempt housing in one or         87, in its entirety in this division. The rate of tax
          more areas of the city;                       authorized by Section 11 of such Chapter 2 (MCL
                                                        141.611), being an annual tax of one percent on
   (4)    Adversely affects the property tax base of    corporations and resident individuals and one-
          the city;                                     half percent on nonresident individuals for gen­
   (5)     Creates significant public burdens, such     eral revenue purposes, is hereby imposed in ac­
          as traffic, public works or infrastructure,   cordance with such section.
          health, safety, school population or ser­
          vice capabilities;                               (c) The provisions of Chapter 3 of Public Act
                                                        No. 284 of 1964, added by Public Act No. 42 of
   (6)     Results in the concentration of low in­      1969 (MCL 141.701), is hereby incorporated in its
          come or elderly housing in a neighborhood     entirety in this division. The collection of tax
          or is contrary to the encouragement of        authorized by Section 60 of such Chapter 3 (MCL
          economically diverse housing develop­         141.760) shall be on a monthly basis for those
          ment;                                         employers where the amount withheld in a calen­
                                                        dar month exceeds $100.00.
   (7)    Is sponsored by a developer who fails to
          demonstrate acceptable financial, mana­         (d) The effective date for the levying, assessing
          gerial or construction capabilities; or       and collecting of the tax shall be July 1, 1993.
                                                        (Code 1975, § 2-6.2(a); Code 2002, § 82-81; Ord.
   (8) Results in a project or development which
                                                        No. 2141, 11-9-2004)
       is harmful to the health, safety and wel­
       fare of the city.                                     *State law reference—City income tax act, MCL 141.501
(Code 1975, § 2-6(m); Code 2002, § 82-58)               et seq.



                                                    CD82:8
                                                               TAXATION   § 82-82



Sec. 82-82. Personal exemptions and limita­
           tions.
   (a) Deductions and personal and dependency
exemptions. An individual taxpayer in computing
his taxable income is allowed a deduction of
$600.00 for each personal and dependency exemp­
tion which the taxpayer has under the rules for
determining exemptions and dependents as pro­
vided in the Federal Internal Revenue Code. The
taxpayer may claim his spouse and dependents as
exemptions, but if the taxpayer and the spouse
are both subject to the tax imposed by this sec­
tion, the number of exemptions claimed by each of
them when added together shall not exceed the
total number of exemptions allowed under this
section.
  (b) Additional exemptions. An additional ex­
emption is allowed for each of the following for
which the taxpayer qualifies:
   (1) A taxpayer who is paraplegic, quadriple­
       gic or hemiplegic or who is totally and
       permanently disabled as defined in sec­
       tion 216 of title II of the social security
       act, 42 USC 416.
   (2)     A taxpayer who is blind as defined in
           section 504 of the income tax act of 1967
           (MCL 206.504).
   (3) A taxpayer who is a deaf person as defined
       in section 2 of the deaf person's interpret­
       ers act (MCL 393.502).
   (4) A taxpayer who is 65 years of age or older.
  (c) Total exemption. In the event a person's
adjusted gross income is less than $600.00, such
person shall be entirely exempt from taxation
under this section.
(Code 1975, § 2-6.2(b); Code 2002, § 82-82)
   State   law     reference—Authority   to   so   provide,   MCL
141.631(2), (3).




                                                                CD82:9

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