HOUSE BILL No. 5031

 

June 30, 2005, Introduced by Reps. Lipsey, Bieda, Kehrl, Plakas, Leland, Kathleen Law, Tobocman, Whitmer, Gaffney and Stewart and referred to the Committee on Judiciary.

 

     A bill to amend 1961 PA 236, entitled

 

"Revised judicature act of 1961,"

 

by amending sections 6023 and 6027 (MCL 600.6023 and 600.6027),

 

section 6023 as amended by 1998 PA 61.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 6023. (1) The following property of  the  a debtor and

 

the debtor's dependents  shall be  is exempt from levy and sale

 

under  any  an execution:

 

     (a) All  family pictures, all arms and accouterments required

 

by law to be kept by any person, all wearing apparel of every

 

person or family, and provisions  of the following:

 

     (i) Family pictures.

 

     (ii) Arms and accoutrements required by law to be kept by a


 

person.

 

     (iii) Wearing apparel, excluding furs.

 

     (iv) Cemeteries, tombs, and rights of burial in use as

 

repositories for the dead of the judgment debtor's family or kept

 

for burial of the judgment debtor.

 

     (v) Professionally prescribed health aids.

 

     (b) Provisions and fuel for comfortable subsistence of each

 

householder and his or her family for 6 months.

 

     (c)   (b) All  The interest, not to exceed a value of $450.00

 

in each item and an aggregate value of $3,000.00, in household

 

goods, furniture, utensils, books,  and  appliances,  not exceeding

 

in value $1,000.00  and jewelry.

 

     (d)   (c) A  The interest, not to exceed $500.00 in value, in

 

a seat, pew, or slip occupied by the judgment debtor or the

 

judgment debtor's family in  any  a house or place of public

 

worship.  , and all cemeteries, tombs, and rights of burial while

 

in use as repositories of the dead of the judgment debtor's family

 

or kept for burial of the judgment debtor.

 

     (d) To each householder, 10 sheep, 2 cows, 5 swine, 100 hens,

 

5 roosters, and a sufficient quantity of hay and grain, growing or

 

otherwise, for properly keeping the animals and poultry for 6

 

months.

 

     (e) The interest, not to exceed $2,000.00 in value, in crops,

 

farm animals, and feed for the farm animals.

 

     (f) The interest, not to exceed $500.00 in value, in household

 

pets.

 

     (g) The interest, not to exceed $2,775.00 in value, in 1 motor


 

vehicle.

 

     (h) The interest, not to exceed $500.00 in value, in 1

 

computer and its accessories.

 

     (i)   (e)  The interest, not to exceed $2,000.00 in value, in

 

the tools, implements, materials, stock, apparatus,  team, vehicle,

 

motor vehicle, horses, harness,  or other things to enable a person

 

to carry on the profession, trade, occupation, or business in which

 

the person is principally engaged.  , not exceeding in value

 

$1,000.00.

 

     (j)   (f) Any money  Money or other benefits paid, provided,

 

or allowed to be paid, provided, or allowed, by  any  a stock or

 

mutual life,  or  health, or casualty insurance company  , on

 

account  because of the disability due to injury or sickness of  

 

any  an insured person, whether the debt or liability of  such  the

 

insured person or beneficiary was incurred before or after the

 

accrual of benefits under the insurance policy or contract, except

 

that  the  this exemption does not apply to actions to recover for

 

necessities contracted for after the accrual of the benefits.

 

     (k)   (g)  The interest, not exceeding $1,000.00 in par value,

 

in shares held by  any  a member,  being  who is a householder, of  

 

any  an association incorporated under  the provisions of  the

 

savings and loan act of 1980, 1980 PA 307, MCL 491.102 to 491.1202,  

 

to the amount of $1,000.00 in such shares, at par value,  except

 

that this exemption does not apply to  any  a person who has a

 

homestead exempted under the general laws of this state.

 

      (h) A homestead of not exceeding 40 acres of land and the

 

dwelling house and appurtenances on that homestead, and not


 

included in any recorded plat, city, or village, or, instead, and

 

at the option of the owner, a quantity of land not exceeding in

 

amount 1 lot, being within a recorded town plat, city, or village,

 

and the dwelling house and appurtenances on that land, owned and

 

occupied by any resident of this state, not exceeding in value

 

$3,500.00. This exemption extends to any person owning and

 

occupying any house on land not his or her own and which the person

 

claims as a homestead. However, this exemption does not apply to

 

any mortgage on the homestead, lawfully obtained, except that the

 

mortgage is not valid without the signature of a married judgment

 

debtor's spouse unless either of the following occurs:

 

     (i) The mortgage is given to secure the payment of the purchase

 

money or a portion of the purchase money.

 

     (ii) The mortgage is recorded in the office of the register of

 

deeds of the county in which the property is located, for a period

 

of 25 years, and no notice of a claim of invalidity is filed in

 

that office during the 25 years following the recording of the

 

mortgage.

 

     (i) An equity of redemption as described in section 6060.

 

     (j) The homestead of a family, after the death of the owner of

 

the homestead, from the payment of his or her debts in all cases

 

during the minority of his or her children.

 

     (l (k) An  All individual retirement  account  accounts,

 

including Roth IRAs, or individual retirement  annuity  annuities

 

as defined in section 408 or 408a of the internal revenue code,  of

 

1986  26 USC 408 and 408a, and the payments or distributions from  

 

such an account or annuity  those accounts or annuities. This


 

exemption applies to the operation of the federal bankruptcy code

 

as permitted by section 522(b)(2) of  title 11 of the United States

 

Code, 11 U.S.C. 522  the bankruptcy code, 11 USC 522. This

 

exemption does not apply to  any amounts  the amount contributed to

 

an individual retirement account or individual retirement annuity  

 

if the contribution occurs  within 120 days before the debtor files

 

for bankruptcy. This exemption does not apply to  an individual

 

retirement account or individual retirement annuity to the extent

 

that any of the following occur  any of the following:

 

     (i) The portion of an individual retirement account or

 

individual retirement annuity that is subject to an order of a

 

court pursuant to a judgment of divorce or separate maintenance.

 

      (ii) The portion of an individual retirement account or

 

individual retirement annuity that is subject to an order of a

 

court concerning child support.

 

      (iii)  Contributions  The portion of an individual retirement

 

account or individual retirement annuity that is attributable to

 

contributions to the individual retirement account or premiums on

 

the individual retirement annuity, including the earnings or

 

benefits from those contributions or premiums,  exceed  that, in

 

the tax year made or paid, exceeded the deductible amount allowed

 

under section 408 of the internal revenue code,  of 1986  26 USC

 

408. This limitation on contributions does not apply to a rollover

 

of a pension, profit-sharing, stock bonus plan, or other plan that

 

is qualified under section 401 of the internal revenue code,  of

 

1986  26 USC 401, or an annuity contract under section 403(b) of

 

the internal revenue code,  of 1986  26 USC 403.


 

     (m)   (l)  The right or interest of a person in a pension,

 

profit-sharing, stock bonus, or other plan that is qualified under

 

section 401 of the internal revenue code,  of 1986  26 USC 401, or

 

an annuity contract under section 403(b) of the internal revenue

 

code,  of 1986, which  26 USC 403, if the plan or annuity is

 

subject to the employee retirement income security act of 1974,

 

Public Law 93-406, 88 Stat. 829. This exemption applies to the

 

operation of the federal bankruptcy code, as permitted by section

 

522(b)(2) of  title 11 of the United States Code, 11 U.S.C. 522  

 

the bankruptcy code, 11 USC 522. This exemption does not apply to

 

any amount contributed to a pension, profit-sharing, stock bonus,

 

or other qualified plan or a 403(b) annuity if the contribution

 

occurs within 120 days before the debtor files for bankruptcy. This

 

exemption does not apply to the right or interest of a person in a

 

pension, profit-sharing, stock bonus, or other qualified plan or a

 

403(b) annuity to the extent that the right or interest  in the

 

plan or annuity  is subject to  any  either of the following:

 

     (i) An order of a court pursuant to a judgment of divorce or

 

separate maintenance.

 

     (ii) An order of a court concerning child support.

 

     (2)  The exemptions provided in this section shall not extend

 

to any lien thereon excluded from exemption by law.  The interest

 

of a debtor and the debtor's dependents, not to exceed $30,000.00

 

in value or, if the debtor or a dependent of the debtor is 65 years

 

of age or older or disabled, not to exceed $45,000.00 in value, in

 

a homestead is exempt from levy and sale under an execution.

 

      (3) If the owner of a homestead dies, leaving a surviving


 

spouse but no children, the homestead  shall be  is exempt from

 

levy and sale under an execution, and the rents and profits of the

 

homestead shall accrue to the benefit of the surviving spouse

 

before his or her remarriage, unless the surviving spouse is the

 

owner of a homestead in his or her own right.

 

     (4) An exemption under this section does not apply to a

 

mortgage, lien, or security interest in the exempt property that is

 

consensually given or lawfully obtained unless the lien is obtained

 

by judgment, attachment, levy, or similar legal process in

 

connection with a court action or proceeding against the debtor.

 

     (5) If property that is exempt under this section is sold,

 

damaged, destroyed, or acquired for public use, the right to

 

receive proceeds or, if the owner receives proceeds and holds them

 

in a manner that makes them identifiable as proceeds, the proceeds

 

received are exempt from levy and sale under an execution in the

 

same manner and amount as the exempt property. An exemption under

 

this subsection may be claimed up to 1 year after the receipt of

 

the proceeds by the owner.

 

     (6) On the effective date of the amendatory act that added

 

this subsection, the state treasurer shall adjust each dollar

 

amount in this section so that the amount is equal to the

 

corresponding amount in section 5451. After that date, the state

 

treasurer shall adjust the dollar amounts in this section on March

 

1 of a calendar year if the amounts in section 5451 are adjusted on

 

that date. Each dollar amount in this section shall be adjusted so

 

that it continues to be equal to the corresponding amount in

 

section 5451.


 

     (7) As used in this section:

 

     (a) "Disabled" means unable to engage in substantial gainful

 

activity, as defined by 42 USC 1382c(a)(3)(E), as a result of a

 

physical or mental impairment and receiving supplemental security

 

income because the individual is disabled as described in 42 USC

 

1382c(a)(3)(A) and (C).

 

     (b) "Homestead" means 1 of the following owned or being

 

purchased under an executory contract by the debtor that the debtor

 

or a dependent of the debtor occupies as his or her principal

 

residence:

 

     (i) If the land is located outside of a recorded plat, city, or

 

village, a residential dwelling and appurtenances and the land on

 

which they are situated, not exceeding 40 acres.

 

     (ii) If the land is located within a recorded plat, city, or

 

village, a residential dwelling and appurtenances and the land on

 

which they are situated, not exceeding 1 lot or parcel.

 

     (iii) A residential dwelling situated on land not owned by the

 

debtor.

 

     (iv) A condominium unit.

 

     (v) A unit in a cooperative.

 

     (vi) A motor home.

 

     (vii) A boat or other watercraft.

 

     (c) "Proceeds" means money payable or paid as a result of 1 or

 

more of the following:

 

     (i) Sale of the property.

 

     (ii) Insurance or other indemnification for damage or

 

destruction of the property.


 

     (iii) Compensation for the acquisition for public use of the

 

property.

 

     (d) "Residential dwelling" includes, but is not limited to, a

 

house or a manufactured or mobile home.

 

     Sec. 6027. If the homestead of  any  a debtor is appraised at

 

a value  of more than $3,500.00,  that exceeds the available

 

exemption under section 6023 and cannot be divided, the debtor  

 

shall not for that reason lose the benefit of  may still claim the

 

exemption,  ;  but  in such cases  the levying officer shall

 

deliver a notice, attached to a copy of the appraisal, to the

 

debtor or  to some of his  a member of the debtor's family of

 

suitable age to understand the  nature thereof  notice, that unless

 

the debtor  pay  pays the officer the  surplus over and above the

 

$3,500.00,  amount that exceeds the exemption or the amount due on

 

the execution within 60 days  thereafter  of the notice, the

 

premises will be sold.