Representative Jason B. Kyle proposes the following substitute bill:


1     
ROLLBACK TAX AMENDMENTS

2     
2024 GENERAL SESSION

3     
STATE OF UTAH

4     
Chief Sponsor: Jason B. Kyle

5     
Senate Sponsor: David P. Hinkins

6     

7     LONG TITLE
8     General Description:
9          This bill modifies provisions related to the rollback tax associated with agricultural and
10     urban farming property tax assessments.
11     Highlighted Provisions:
12          This bill:
13          ▸     excludes land acquired by certain governmental entities from the rollback tax;
14          ▸     requires governmental entities exempted from the rollback tax to make a one-time
15     in lieu fee payment before selling the land within a certain period;
16          ▸     extends the due date for paying the rollback tax and the deadline for filing an appeal
17     to the county board of equalization;
18          ▸     requires the State Tax Commission to make rules allowing for an extension of the
19     deadline for filing an appeal; and
20          ▸     makes technical changes.
21     Money Appropriated in this Bill:
22          None
23     Other Special Clauses:
24          This bill provides a special effective date.
25     Utah Code Sections Affected:

26     AMENDS:
27          59-2-506, as last amended by Laws of Utah 2023, Chapters 180, 189
28          59-2-511, as last amended by Laws of Utah 2023, Chapters 16, 180
29          59-2-516, as enacted by Laws of Utah 2017, Chapter 319
30          59-2-1705, as last amended by Laws of Utah 2023, Chapters 180, 189
31          59-2-1710, as last amended by Laws of Utah 2023, Chapters 16, 180 and 471
32          59-2-1713, as enacted by Laws of Utah 2017, Chapter 319
33     

34     Be it enacted by the Legislature of the state of Utah:
35          Section 1. Section 59-2-506 is amended to read:
36          59-2-506. Rollback tax -- Penalty -- Computation of tax -- Procedure -- Lien --
37     Interest -- Notice -- Collection -- Distribution.
38          (1) Except as provided in this section, Section 59-2-506.5, or Section 59-2-511, if land
39     is withdrawn from this part, the land is subject to a rollback tax imposed in accordance with
40     this section.
41          (2) (a) An owner shall notify the county assessor that land is withdrawn from this part
42     within 120 days after the day on which the land is withdrawn from this part.
43          (b) An owner that fails to notify the county assessor under Subsection (2)(a) that land is
44     withdrawn from this part is subject to a penalty equal to the greater of:
45          (i) $10; or
46          (ii) 2% of the rollback tax due for the last year of the rollback period.
47          (3) (a) The county assessor shall determine the amount of the rollback tax by
48     computing the difference for the rollback period described in Subsection (3)(b) between:
49          (i) the tax paid while the land was assessed under this part; and
50          (ii) the tax that would have been paid had the property not been assessed under this
51     part.
52          (b) For purposes of this section, the rollback period is a time period that:
53          (i) begins on the later of:
54          (A) the date the land is first assessed under this part; or
55          (B) five years preceding the day on which the county assessor mails the notice required
56     by Subsection (5); and

57          (ii) ends the day on which the county assessor mails the notice required by Subsection
58     (5).
59          (4) (a) The county treasurer shall:
60          (i) collect the rollback tax; and
61          (ii) after the rollback tax is paid, certify to the county recorder that the rollback tax lien
62     on the property has been satisfied by:
63          (A) preparing a document that certifies that the rollback tax lien on the property has
64     been satisfied; and
65          (B) providing the document described in Subsection (4)(a)(ii)(A) to the county recorder
66     for recordation.
67          (b) The county treasurer shall pay the rollback tax collected under this section as
68     follows:
69          (i) 20% to the county for use for open land and working agricultural land as those
70     terms are defined in Section 4-46-102; and
71          (ii) 80% to the various taxing entities pro rata in accordance with the property tax
72     levies for the current year.
73          (5) (a) The county assessor shall mail to an owner of the land that is subject to a
74     rollback tax a notice that:
75          (i) the land is withdrawn from this part;
76          (ii) the land is subject to a rollback tax under this section; and
77          (iii) the rollback tax is delinquent if the owner of the land does not pay the tax [within
78     30 days after the day on which the county assessor mails] on or before the due date listed on the
79     notice described in this Subsection (5)(a).
80          (b) (i) The rollback tax is due and payable [on the day] within 60 days after the day on
81     which the county assessor mails the notice required by Subsection (5)(a).
82          (ii) Subject to Subsection (7), the rollback tax is delinquent if an owner of the land that
83     is withdrawn from this part does not pay the rollback tax [within 30 days after the day on which
84     the county assessor mails] on or before the due date listed on the notice [required by] described
85     in Subsection (5)(a).
86          (6) (a) Subject to Subsection (6)(b), the following are a lien on the land assessed under
87     this part:

88          (i) the rollback tax; and
89          (ii) interest imposed in accordance with Subsection (7).
90          (b) The lien described in Subsection (6)(a) shall:
91          (i) arise upon the imposition of the rollback tax under this section;
92          (ii) end on the day on which the rollback tax and interest imposed in accordance with
93     Subsection (7) are paid in full; and
94          (iii) relate back to the first day of the rollback period described in Subsection (3)(b).
95          (7) (a) A delinquent rollback tax under this section shall accrue interest:
96          (i) from the date of delinquency until paid; and
97          (ii) at the interest rate established under Section 59-2-1331 and in effect on January 1
98     of the year in which the delinquency occurs.
99          (b) The county treasurer shall include in the notice required by Section 59-2-1317 a
100     rollback tax that is delinquent on September 1 of any year and interest calculated on that
101     delinquent amount through November 30 of the year in which the county treasurer provides the
102     notice under Section 59-2-1317.
103          (8) (a) Land that becomes ineligible for assessment under this part only as a result of an
104     amendment to this part is not subject to the rollback tax if the owner of the land notifies the
105     county assessor, in accordance with Subsection (2), that the land is withdrawn from this part.
106          (b) Land described in Subsection (8)(a) that is withdrawn from this part as a result of
107     an event other than an amendment to this part, whether voluntary or involuntary, is subject to
108     the rollback tax.
109          (9) Except as provided in Section 59-2-511, land that becomes exempt from taxation
110     under
111     Utah Constitution, Article XIII, Section 3, is not subject to the rollback tax if the land meets the
112     requirements of Section 59-2-503 to be assessed under this part.
113          (10) Land that becomes ineligible for assessment under this part only as a result of a
114     split estate mineral rights owner exercising the right to extract a mineral is not subject to the
115     rollback tax:
116          (a) (i) for the portion of the land required by a split estate mineral rights owner to
117     extract a mineral if, after the split estate mineral rights owner exercises the right to extract a
118     mineral, the portion of the property that remains in agricultural production still meets the

119     acreage requirements of Section 59-2-503 for assessment under this part; or
120          (ii) for the entire acreage that would otherwise qualify for assessment under this part if,
121     after the split estate mineral rights owner exercises the right to extract a mineral, the entire
122     acreage that would otherwise qualify for assessment under this part no longer meets the acreage
123     requirements of Section 59-2-503 for assessment under this part only due to the extraction of
124     the mineral by the split estate mineral rights owner; and
125          (b) for the period of time that the property described in Subsection (10)(a) is ineligible
126     for assessment under this part due to the extraction of a mineral by the split estate mineral
127     rights owner.
128          (11) (a) A portion of land withdrawn from this part is not subject to the rollback tax if
129     the portion of land:
130          (i) qualifies for assessment under Part 17, Urban Farming Assessment Act; and
131          (ii) for the tax year immediately following withdrawal, the owner of the portion of land
132     applies in accordance with Section 59-2-1707 for the land to be assessed under Part 17, Urban
133     Farming Assessment Act.
134          (b) Any remaining portion of the withdrawn land that does not satisfy the requirements
135     of Subsection (11)(a) is subject to the rollback tax.
136          Section 2. Section 59-2-511 is amended to read:
137          59-2-511. Acquisition of land by governmental entity -- Requirements -- Rollback
138     tax -- One-time in lieu fee payment -- Passage of title.
139          (1) For purposes of this section, "governmental entity" means:
140          (a) the United States;
141          (b) the state;
142          (c) a political subdivision of the state, including:
143          (i) a county;
144          (ii) a city;
145          (iii) a town;
146          (iv) a school district;
147          (v) a special district; or
148          (vi) a special service district; or
149          (d) an entity created by the state or the United States, including:

150          (i) an agency;
151          (ii) a board;
152          (iii) a bureau;
153          (iv) a commission;
154          (v) a committee;
155          (vi) a department;
156          (vii) a division;
157          (viii) an institution;
158          (ix) an instrumentality; or
159          (x) an office.
160          (2) (a) Except as provided in Subsections (3) [and (4)] through (5), land acquired by a
161     governmental entity is subject to the rollback tax imposed by this part if:
162          (i) prior to the governmental entity acquiring the land, the land is assessed under this
163     part; and
164          (ii) after the governmental entity acquires the land, the land does not meet the
165     requirements of Section 59-2-503 for assessment under this part.
166          (b) A person dedicating a public right-of-way to a governmental entity shall pay the
167     rollback tax imposed by this part if:
168          (i) a portion of the public right-of-way is located within a subdivision as defined in
169     Section 10-9a-103; or
170          (ii) in exchange for the dedication, the person dedicating the public right-of-way
171     receives:
172          (A) money; or
173          (B) other consideration.
174          (3) (a) Except as provided in [Subsection (4)] Subsections (4) and (5), land acquired by
175     a governmental entity is not subject to the rollback tax imposed by this part, but is subject to a
176     one-time in lieu fee payment as provided in Subsection (3)(b), if:
177          (i) the governmental entity acquires the land by eminent domain;
178          (ii) (A) the land is under the threat or imminence of eminent domain proceedings; and
179          (B) the governmental entity provides written notice of the proceedings to the owner; or
180          (iii) the land is donated to the governmental entity.

181          (b) (i) If a governmental entity acquires land under Subsection (3)(a)(iii), the
182     governmental entity shall make a one-time in lieu fee payment:
183          (A) to the county treasurer of the county in which the land is located; and
184          (B) in an amount equal to the amount of rollback tax calculated under Section
185     59-2-506.
186          (ii) If a governmental entity acquires land under Subsection (3)(a)(i) or (3)(a)(ii), the
187     governmental entity shall make a one-time in lieu fee payment:
188          (A) to the county treasurer of the county in which the land is located; and
189          (B) (I) if the land remaining after the acquisition by the governmental entity meets the
190     requirements of Section 59-2-503, in an amount equal to the rollback tax under Section
191     59-2-506 on the land acquired by the governmental entity; or
192          (II) if the land remaining after the acquisition by the governmental entity is less than
193     five acres, in an amount equal to the rollback tax under Section 59-2-506 on the land acquired
194     by the governmental entity and the land remaining after the acquisition by the governmental
195     entity.
196          (iii) For purposes of Subsection (3)(b)(ii), "land remaining after the acquisition by the
197     governmental entity" includes other eligible acreage that is used in conjunction with the land
198     remaining after the acquisition by the governmental entity.
199          (c) A county receiving an in lieu fee payment under Subsection (3)(b) shall distribute
200     the revenues generated by the payment as follows:
201          (i) 20% to the county for use for open land and working agricultural land as those
202     terms are defined in Section 4-46-102; and
203          (ii) 80% to the taxing entities in which the land is located.
204          (4) Except as provided in Section 59-2-506.5, if land acquired by a governmental entity
205     is made subject to a conservation easement in accordance with Section 59-2-506.5:
206          (a) the land is not subject to the rollback tax imposed by this part; and
207          (b) the governmental entity acquiring the land is not required to make an in lieu fee
208     payment under Subsection (3)(b).
209          (5) (a) This Subsection (5) applies only to a governmental entity that is the state or a
210     political subdivision of the state as described in Subsections (1)(b) and (c).
211          (b) Land acquired by a governmental entity described in Subsection (5)(a) is not

212     subject to the rollback tax imposed by this part.
213          (c) Notwithstanding Subsection (5)(b), a governmental entity described in Subsection
214     (5)(a) may not, within five years after the day on which the governmental entity acquires land,
215     sell the land to a private entity unless the governmental entity makes a one-time in lieu fee
216     payment:
217          (i) to the county treasurer of the county in which the land is located;
218          (ii) in an amount equal to the rollback tax under Section 59-2-506 on the land acquired
219     by the governmental entity at the time of acquisition; and
220          (iii) before selling the land to the private entity.
221          [(5)] (6) If a governmental entity acquires land subject to assessment under this part,
222     title to the land may not pass to the governmental entity until the following are paid to the
223     county treasurer:
224          (a) any tax due under this part;
225          (b) any one-time in lieu fee payment due under this part; and
226          (c) any interest due under this part.
227          Section 3. Section 59-2-516 is amended to read:
228          59-2-516. Appeal to the county board of equalization.
229          (1) Notwithstanding Section 59-2-1004 [or 63G-4-301] and except as provided in
230     Subsection (2), the owner of land may appeal the determination or denial of a county assessor
231     to the county board of equalization within [45] 60 days after the day on which:
232          [(1)] (a) the county assessor makes a determination under this part; or
233          [(2)] (b) the county assessor's failure to make a determination results in the owner's
234     request being considered denied under this part.
235          (2) Notwithstanding Subsection (1), the commission shall, in accordance with Title
236     63G, Chapter 3, Utah Administrative Rulemaking Act, make rules establishing circumstances
237     under which an appeal may be filed with the county board of equalization no later than 60 days
238     after the deadline for an appeal described in Subsection (1).
239          Section 4. Section 59-2-1705 is amended to read:
240          59-2-1705. Rollback tax -- Penalty -- Computation of tax -- Procedure -- Lien --
241     Interest -- Notice -- Collection -- Distribution.
242          (1) Except as provided in this section or Section 59-2-1710, land that is withdrawn

243     from this part is subject to a rollback tax imposed as provided in this section.
244          (2) (a) An owner shall notify the county assessor that land is withdrawn from this part
245     within 120 days after the day on which the land is withdrawn from this part.
246          (b) An owner who fails to notify the county assessor under Subsection (2)(a) that land
247     is withdrawn from this part is subject to a penalty equal to the greater of:
248          (i) $10; or
249          (ii) 2% of the rollback tax due for the last year of the rollback period.
250          (3) (a) The county assessor shall determine the amount of the rollback tax by
251     computing the difference for the rollback period described in Subsection (3)(b) between:
252          (i) the tax paid while the land was assessed under this part; and
253          (ii) the tax that would have been paid had the property not been assessed under this
254     part.
255          (b) For purposes of this section, the rollback period is a time period that:
256          (i) begins on the later of:
257          (A) except as provided in Subsection (3)(c), the date the land is first assessed under
258     this part; or
259          (B) five years preceding the day on which the county assessor mails the notice required
260     by Subsection (5); and
261          (ii) ends the day on which the county assessor mails the notice required by Subsection
262     (5).
263          (c) For land that was previously assessed under Part 5, Farmland Assessment Act, the
264     date described in Subsection (3)(b)(i)(A) is the date the land was first assessed under Part 5,
265     Farmland Assessment Act, unless the land was subject to a rollback tax imposed under Section
266     59-2-506.
267          (4) (a) The county treasurer shall:
268          (i) collect the rollback tax; and
269          (ii) after the rollback tax is paid, certify to the county recorder that the rollback tax lien
270     on the property has been satisfied by:
271          (A) preparing a document that certifies that the rollback tax lien on the property has
272     been satisfied; and
273          (B) providing the document described in Subsection (4)(a)(ii)(A) to the county recorder

274     for recording.
275          (b) The county treasurer shall pay the rollback tax collected under this section as
276     follows:
277          (i) 20% to the county for use for land and working agricultural land as those terms are
278     defined in Section 4-46-102; and
279          (ii) 80% to the various taxing entities pro rata in accordance with the property tax
280     levies for the current year.
281          (5) (a) The county assessor shall mail to an owner of the land that is subject to a
282     rollback tax a notice that:
283          (i) the land is withdrawn from this part;
284          (ii) the land is subject to a rollback tax under this section; and
285          (iii) the rollback tax is delinquent if the owner of the land does not pay the tax [within
286     30 days after the day on which the county assessor mails] on or before the due date listed on the
287     notice described in this Subsection (5)(a).
288          (b) (i) The rollback tax is due and payable [on the day] within 60 days after the day on
289     which the county assessor mails the notice required by Subsection (5)(a).
290          (ii) Subject to Subsection (7), the rollback tax is delinquent if an owner of the land that
291     is withdrawn from this part does not pay the rollback tax [within 30 days after the day on which
292     the county assessor mails] on or before the due date listed on the notice [required by] described
293     in Subsection (5)(a).
294          (6) (a) Subject to Subsection (6)(b), the rollback tax and interest imposed under
295     Subsection (7) are a lien on the land assessed under this part.
296          (b) The lien described in Subsection (6)(a) shall:
297          (i) arise upon the imposition of the rollback tax under this section;
298          (ii) end on the day on which the rollback tax and interest imposed under Subsection (7)
299     are paid in full; and
300          (iii) relate back to the first day of the rollback period described in Subsection (3)(b).
301          (7) (a) A delinquent rollback tax under this section shall accrue interest:
302          (i) from the date of delinquency until paid; and
303          (ii) at the interest rate established under Section 59-2-1331 and in effect on January 1
304     of the year in which the delinquency occurs.

305          (b) The county treasurer shall include in the notice required by Section 59-2-1317 a
306     rollback tax that is delinquent on September 1 of any year and interest calculated on that
307     delinquent amount through November 30 of the year in which the county treasurer provides the
308     notice under Section 59-2-1317.
309          (8) (a) Land that becomes ineligible for assessment under this part only as a result of an
310     amendment to this part is not subject to the rollback tax if the owner of the land notifies the
311     county assessor, in accordance with Subsection (2), that the land is withdrawn from this part.
312          (b) Land described in Subsection (8)(a) that is withdrawn from this part as a result of
313     an event other than an amendment to this part, whether voluntary or involuntary, is subject to
314     the rollback tax.
315          (9) Except as provided in Section 59-2-1710, land that becomes exempt from taxation
316     under Utah Constitution, Article XIII, Section 3, is not subject to the rollback tax if the land
317     meets the requirements of Section 59-2-1703 to be assessed under this part.
318          Section 5. Section 59-2-1710 is amended to read:
319          59-2-1710. Acquisition of land by governmental entity -- Requirements --
320     Rollback tax -- One-time in lieu fee payment -- Passage of title.
321          (1) For purposes of this section, "governmental entity" means:
322          (a) the United States;
323          (b) the state;
324          (c) a political subdivision of the state, including a county, city, town, school district,
325     special district, or special service district; or
326          (d) an entity created by the state or the United States, including an agency, board,
327     bureau, commission, committee, department, division, institution, instrumentality, or office.
328          (2) (a) Except as provided in Subsections (3) and (4), land acquired by a governmental
329     entity is subject to the rollback tax imposed by this part if:
330          (i) before the governmental entity acquires the land, the land is assessed under this
331     part; and
332          (ii) after the governmental entity acquires the land, the land does not meet the
333     requirements of Section 59-2-1703 for assessment under this part.
334          (b) A person dedicating a public right-of-way to a governmental entity shall pay the
335     rollback tax imposed by this part if:

336          (i) a portion of the public right-of-way is located within a subdivision as defined in
337     Section 10-9a-103; or
338          (ii) in exchange for the dedication, the person dedicating the public right-of-way
339     receives money or other consideration.
340          (3) (a) [Land] Except as provided in Subsection (4), land acquired by a governmental
341     entity is not subject to the rollback tax imposed by this part, but is subject to a one-time in lieu
342     fee payment as provided in Subsection (3)(b), if:
343          (i) the governmental entity acquires the land by eminent domain;
344          (ii) (A) the land is under the threat or imminence of eminent domain proceedings; and
345          (B) the governmental entity provides written notice of the proceedings to the owner; or
346          (iii) the land is donated to the governmental entity.
347          (b) (i) If a governmental entity acquires land under Subsection (3)(a)(iii), the
348     governmental entity shall make a one-time in lieu fee payment:
349          (A) to the county treasurer of the county in which the land is located; and
350          (B) in an amount equal to the amount of rollback tax calculated under Section
351     59-2-1705.
352          (ii) A governmental entity that acquires land under Subsection (3)(a)(i) or (ii) shall
353     make a one-time in lieu fee payment to the county treasurer of the county in which the land is
354     located:
355          (A) if the land remaining after the acquisition by the governmental entity meets the
356     requirements of Section 59-2-1703, in an amount equal to the rollback tax under Section
357     59-2-1705 on the land acquired by the governmental entity; or
358          (B) if the land remaining after the acquisition by the governmental entity is less than
359     one acre, in an amount equal to the rollback tax under Section 59-2-1705 on the land acquired
360     by the governmental entity and the land remaining after the acquisition by the governmental
361     entity.
362          (c) A county receiving an in lieu fee payment under Subsection (3)(b) shall distribute
363     the revenues collected from the payment as follows:
364          (i) 20% to the county for use for open land and working agricultural land as those
365     terms are defined in Section 4-46-102; and
366          (ii) 80% to the taxing entities in which the land is located.

367          (4) (a) This Subsection (4) applies only to a governmental entity that is the state or a
368     political subdivision of the state as described in Subsections (1)(b) and (c).
369          (b) Land acquired by a governmental entity described in Subsection (4)(a) is not
370     subject to the rollback tax imposed by this part.
371          (c) Notwithstanding Subsection (4)(b), a governmental entity described in Subsection
372     (4)(a) may not, within five years after the day on which the governmental entity acquires land,
373     sell the land to a private entity unless the governmental entity makes a one-time in lieu fee
374     payment:
375          (i) to the county treasurer of the county in which the land is located;
376          (ii) in an amount equal to the rollback tax under Section 59-2-1705 on the land
377     acquired by the governmental entity at the time of acquisition; and
378          (iii) before selling the land to the private entity.
379          [(4)] (5) If a governmental entity acquires land subject to assessment under this part,
380     title to the land may not pass to the governmental entity until any tax, one-time in lieu fee
381     payment, and applicable interest due under this part are paid to the county treasurer.
382          Section 6. Section 59-2-1713 is amended to read:
383          59-2-1713. Appeal to the county board of equalization.
384          (1) Notwithstanding Section 59-2-1004 [or 63G-4-301] and except as provided in
385     Subsection (2), the owner of land may appeal the determination or denial of a county assessor
386     to the county board of equalization within [45] 60 days after the day on which:
387          [(1)] (a) the county assessor makes a determination under this part; or
388          [(2)] (b) the county assessor's failure to make a determination results in the owner's
389     request being considered denied under this part.
390          (2) Notwithstanding Subsection (1), the commission shall, in accordance with Title
391     63G, Chapter 3, Utah Administrative Rulemaking Act, make rules establishing circumstances
392     under which an appeal may be filed with the county board of equalization no later than 60 days
393     after the deadline for an appeal described in Subsection (1).
394          Section 7. Effective date.
395          This bill takes effect on January 1, 2025.