Form 2796 - Application For State Real Estate Transfer Tax (Srett) Refund

Download a blank fillable Form 2796 - Application For State Real Estate Transfer Tax (Srett) Refund in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Form 2796 - Application For State Real Estate Transfer Tax (Srett) Refund with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

Michigan Department of Treasury
Reset Form
2796 (Rev. 08-12)
Application for State Real Estate Transfer Tax (SRETT) Refund
Issued under authority of Public Act 330 of 1993.
When a Seller of property pays the SRETT to a County Treasurer, and later determines that the sale (transfer) of the property qualifies
for exemption under MCL 207.526 (see Page 2), the Seller(s) may request a refund of the SRETT paid to a County Treasurer from the
Michigan Department of Treasury by filing this form and submitting documentary evidence to support the refund request.
This form must be filed within four years and 15 days from the date of sale or transfer of the property.
Type or print in blue or black ink.
PART 1: IDENTIFICATION
Name(s) of ALL Seller(s) - (refund check will be made payable to ALL seller(s) as listed on the recorded deed)
Social Security or Federal ID Number(s) of ALL Seller(s)
Address where refund check is to be mailed
City and State
ZIP Code
Telephone Number
PART 2: BASIS FOR EXEMPTION: (see Page 2 for list of exemptions)
State Exemption Being Claimed Under PA 330 of 1993, as Amended
Amount of SRETT Refund Requested
PART 3: RECORDED DEED
Tax Parcel/Sidwell ID Number
Taxing Entity (City, Township, Village)
Date of Transfer of Property (MM/DD/YYYY)
PART 4: REQUIRED DOCUMENTATION
Attach a copy of the recorded deed, copies of tax statements or other appropriate documentation to support your refund request.
Please note that to qualify for a refund of the SRETT under “u”, (1) the SEV of the property in the year of sale must be equal to or less
than the SEV in the year of purchase; (2) the property must qualify for 100% Principal Residence Exemption and, (3) the sales price of
the property cannot exceed the true cash value of the property in the year of sale. (For additional information, please refer to Attorney
General Opinion No. 7214, available at ). If claiming exemption under “u”, please submit ALL of the following:
1. Proof of date of purchase/SEV in year of purchase
2. Proof of date of sale/SEV in year of sale
3. Proof that property qualified for the Principal Residence Exemption
4. Proof of SRETT paid to Register of Deeds (copy of recorded deed containing Real Estate Transfer Tax stamp, official receipt
from county treasurer, or form L-4258, Real Estate Transfer Tax Valuation Affidavit)
5. Proof of sales price of property
PART 5: SELLER’S CERTIFICATION
I declare under penalty of perjury that the information on this form and attachments is true and complete to the best of my knowledge.
Signature(s) of ALL Seller(s)
Date
Questions may be directed to Treasury’s Technical Services Section at 517-636-4230. Assistance is available using TTY through the
Michigan Relay Service by calling 1-800-649-3777 or 711. Please allow 4 – 6 weeks for processing.
MAILING INSTRUCTIONS: Mail this application and copies of supporting documentation to:
Michigan Department of Treasury
Technical Services Section
P.O. Box 30698
Lansing, MI 48909-8198
TREASURY USE ONLY
Reviewed by
Treasury Approval Signature
Printed Name
Title
Date
Amount Approved for Refund

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Go
Page of 2