People Ex Rel. National Broadway Bank v. Hoffman

Certain evidences of debt against the United States, are authorized by two several statutes, to which I will presently refer, which it is claimed are exempt from taxation *Page 11 by State authority. The exemption is claimed on two grounds: First, of the express declarations of the United States statutes to that effect; secondly, that they are instrumentalities of the United States government necessary to the administration of its affairs, and for that reason not liable to taxation by the authority of the State.

The statutes in question are those of March 1, 1862 (vol. 12, p. 352, U.S. Stat. at Large), and March 17, 1862 (p. 370). By the act of March 1, the secretary of the treasury was authorized "to cause to be issued to any public creditor who may be desirous to receive the same, upon requisition of the head of the proper department, in satisfaction of audited and settled demands against the United States, certificates for the whole amount due, or part thereof, not less than $1,000, * * which certificates shall be payable in one year from date or earlier, at the option of the government, and shall bear interest at the rate of six per centum per annum."

This act is entitled "to authorize the secretary of the treasury to issue certificates of indebtedness to public creditors." It assumes the existence of a creditor, and of an audited demand against the United States. It authorizes a certificate of indebtedness to be given to him, payable in one year from date or earlier, if he shall be desirous to receive the same. It is a provision for extending for one year the recognized and admitted demand of a public creditor. It is in no sense a borrowing of money. The debt already existed, had been audited by the proper bureau, and the arrangement under consideration was for time merely.

The act of March 17th (p. 370) provided that the secretary of the treasury might issue "certificates of indebtedness such as are authorized by an act * * (above referred to), to such creditors as may desire to receive the same, in discharge of checks drawn by disbursing officers upon sums placed to their credit upon the books of the treasurer, upon requisitions of the proper departments, as well as in discharge of audited and settled accounts, as provided by said act." *Page 12

The latter act possesses the same elements, and no others, than the one before referred to, simply extending the authority to issue the certificates to a different class of creditors, viz., "those who hold checks drawn by disbursing officers."

The secretary is authorized by these acts, in the event that certain public creditors shall desire it, to issue to them certificates that the government is so indebted to them, which certificates it is enacted shall bear an interest of six per cent, and shall entitle the government to a credit of one year, or less, at the option of the government.

I will now refer to those statutes which declare that the bonds and other securities of the United States shall be exempt from State taxation, under which exemption is claimed for their certificates. These declarations commence with the act of February 25, 1862 (vol. 12, p. 345, § 2), and, so far as I am able to discover, end with the act of March 3, 1865. As we know from historical information, as well as by a reference to the statutes of the United States, the government has been a borrower of money, at intervals, from its organization. But, without going further back, I have now before me the statute of July 12, 1841, authorizing a loan of $12,000,000, and the issuing of stock therefor; the act of April 15, 1842, authorizing an additional loan of $5,000,000, in the same manner; the act of July 22, 1846, authorizing the issue of treasury notes to the extent of $10,000,000, or the issuing of stock in lieu thereof; the act of January 28, 1847, authorizing the issuing of $23,000,000, of treasury notes; the act of February 8, 1861, authorizing the loan of $25,000,000, and the issuing of stock therefor; the act of March 2, 1861, authorizing a like loan of $10,000,000, and the act of July 17, 1861, authorizing the issue of $250,000,000 of treasury notes. Neither of these acts contain the declaration that the securities issued under them should be exempt from State taxation. The first act in which this provision is found, is that of February 25, 1862 (vol. 12, p. 345, § 2), authorizing the issue of $150,000,000 of United States treasury notes, payable to bearer, at the treasury of the United States, of the denomination of five dollars, and providing that *Page 13 $50,000,000 should be in lieu of the demand notes authorized by the act of July 17, 1861; providing further that the notes thus issued should be receivable in payment of all taxes except duties on imports, and should be a legal tender in payment of all public and private debts, "except duties on imports and interest as aforesaid." The next section of the act, in order "to enable the secretary of the treasury to fund the treasury notes and floating debt of the United States," authorized the issue of bonds (commonly called five-twenties), not exceeding $500,000,000, bearing six per cent interest. The secretary was further authorized to dispose of such bonds for coin or treasury notes, or notes issued under the provision of this act, and it was then declared that, "all stocks, bonds and other securities of the United States held by individuals, corporations or associations within the United States, shall be exempt from taxation by or under State authority."

The next provision of this kind is in the act of March 3, 1863 (vol. 12, p. 709), authorizing the secretary of the treasury to borrow $600,000,000 on bonds of the United States, and to issue $400,000,000 of "treasury notes" bearing six per cent interest, and $150,000,000 of "United States notes," without interest, which shall be legal tenders; "and all the bonds and treasury notes or United States notes issued under the provisions of this act, shall be exempt from taxation by or under State or municipal authority."

The next declaration of exemption is found in the act of March 3, 1864 (vol. 13, p. 13), authorizing the issue of $200,000,000 of five-forty bonds, bearing an interest of five per cent, where it is declared that "all bonds issued under this act shall be exempt from taxation by or under State or municipal authority."

And again, on the thirtieth of June, 1864 (vol. 13, p. 218), the secretary was authorized to borrow $400,000,000; to issue therefor bonds bearing an interest of six per cent; and it was declared that "all bonds, treasury notes and other obligations of the United States, shall be exempt from taxation by or under State or municipal authority." *Page 14

And again, by the act of January 28th, 1865, the act last mentioned was amended by authorizing, in lieu of the bonds authorized by the first section of that act, treasury notes of the description authorized in the second section thereof, and, after making certain provisions for the disposal of the same, it was enacted that "such notes shall be exempt from taxation by or under State or municipal authority."

The only remaining declaration is found in the act of March 3, 1865, by which the secretary was authorized to borrow $600,000,000, and to issue therefor bonds or treasury notes in such form as he may prescribe, bearing an interest not exceeding six per cent. The second section prescribes the manner in which the "bonds or other obligations issued under this act" shall be disposed of, and concludes in these words: "And all bonds or other obligations issued under this act shall be exempt from taxation by or under State or municipal authority."

Before commenting upon these statutes, a reference to the principles upon which the bonds of the United States have been adjudged to be exempt from State taxation, will be advantageous.McCulloch v. The State of Maryland (4 Wheat. 316), is among the earliest on the subject. The Supreme Court of the United States there decided, that congress had the power to incorporate an United States Bank; that the bank had the constitutional right to establish its branches of discount and deposit within any State; that the taxing such branch office by a State was retarding and burdening the operations of laws passed to carry into effect the powers of the government, and therefore unconstitutional. The bank and its branches are held to be "an instrument employed by the government in the execution of its powers," and no more liable to taxation than the mail, the mint, the custom-house papers or judicial process of the United States; that the tax was "upon the operation of an instrument employed by the government of the Union to carry its powers into execution." It was expressly stated (p. 436): "This opinion does not deprive the States of any resources which they originally possessed. It does not extend to a tax paid *Page 15 by the real property of the bank, in common with the other real property within the State, nor to a tax imposed on the interest which the citizens of Maryland may hold in this institution, in common with other property of the same description throughout the State. But this is a tax on the operations of the bank, and is consequently a tax on the operations of an instrument employed by the government of the Union to carry its powers into execution."

In Osborn v. The United States Bank (9 Wheat. 738), the Supreme Court of the United States was asked to reconsider its opinion in the case of McCulloch v. State of Maryland (supra), so far as it decided that the States had no rightful power to tax the bank of the United States. Upon such reconsideration, the former decision was sustained, and upon the same general grounds as before set forth.

In Weston v. The City Council of Charleston (2 Peters, 449), the city of Charleston had imposed a direct tax of twenty-five per cent upon the hundred dollars, on the six and seven per cent stock of the United States. An injunction was obtained against its collection, and the question of the legality of the tax was presented to the Supreme Court of the United States. The court held the tax to be unconstitutional, saying "the tax on government stock is thought by this court to be a tax on the contract, a tax on the power to borrow money on the credit of the United States, and consequently to be repugnant to the Constitution."

In Dobbins v. The Commissioners of Erie County (16 Peters, 435), the plaintiff was assessed by the State authorities upon his office of captain of a revenue cutter of the United States, and the question was submitted to the court upon the legality of such taxation. The statute of Pennsylvania authorized an assessment "upon all offices and posts of profit." The court held the taxation to be illegal, upon the ground that the officer, like the vessel he commanded, was "a means to carry into effect the object of the government," and no more liable to taxation than the vessel.

In the Bank of Commerce v. New York City (2 Black. 620), the doctrine of Weston v. The City of Charleston was *Page 16 reiterated and affirmed, and it was held, that "a State tax on the loans of the federal government is a restriction upon the constitutional power of the United States to borrow money," and thus unconstitutional.

It is evident from these cases that a stock or bond of the United States, issued upon a loan of money to the government, is none the more exempt from taxation, on account of a declaration to that effect in the act of congress authorizing the issue. The exemption is constitutional and not legislative. Whatever the Constitution exempts is exempt, although the act of congress is silent upon that point. Whatever the Constitution does not make exempt, it is beyond the power of congress to exempt, however numerous or explicit may be its declarations. Thus the stocks declared to be exempt in Weston v. The City of Charleston contained no express clause of exemption. The same is true of the stocks which are the subject of inquiry in what are called the tax cases. (The People v. Commissioners of Taxes, 23 N.Y. 197; 2 Black. 620.) So of the United States Bank and its branches, and so of the salary of the revenue officer. In each case the exemption is placed upon the express ground that the subject taxed was a means or power of the United States, necessary or useful in carrying on the operations of the government. Such means or instruments cannot be taxed, not because congress declares that they shall not be taxed, but because they are parts of the operations of the government, which the Constitution declares must not be burdened or impeded. The large loans authorized by congress by three several laws during the year 1861, are none of them in terms exempted from State taxation. They are, however, as effectually shielded by the Constitution, as if the strongest words had been employed to announce such exemption. Congress may determine what are the suitable means to carry on the government, and, when so declared, whether in the form of a bank, a mail or a loan of money, such means, ipso facto are exempt from taxation. On the other hand, it is plainly beyond the power of congress to exempt from taxation any subject or matter within the territory of a State, *Page 17 that does not come within the principle of the exemption as I have stated it. In the language of Judge WAYNE, in Dobbins v.The Commissioners of Erie County (supra), in reference to the powers of the State, "Taxation is a sacred right, essential to the existence of government, an incident of sovereignty. The right of legislation is co-extensive with the incident, to attach it upon all persons and property within the jurisdiction of a State. But in our system there are limitations upon that right. There is a concurrent right of legislation in the States and in the United States, except as both are restrained by the Constitution of the United States. Both are restrained by the express prohibitions on the subject, and the States by such as are necessarily implied when the exercise of a right by a State conflicts with the execution of another sovereign power delegated to the United States. * * * Taxation is a sovereign power in a State, but the collection of revenue upon imported goods, and the regulation of commerce, are also sovereign powers in the United States." "It is so ample that it may be exercised on the objects to which it is applicable, to the utmost extent to which the government may choose to carry it." "There is no limit in the exercise of the right, no guard against the abuse of power, but in the structure of the government, and the discretion of the representatives of the people." "It is not confined to the people and property of the State; it may be exercised upon every object brought within its jurisdiction." (Penrose Arguendo, p. 438, citing numerous cases.) It is only when a subject is within the express prohibition of the Constitution of the United States, or when it is a means of carrying on that government, that it can be relieved from its obligation to bear its portion of State taxation. I look upon the congressional declaration of exemption as of no legal effect, but doubtless of service in carrying, upon the face of the authority to borrow, an evidence of exemption, which, with the uninformed or the unreflecting, would give greater facility in obtaining the desired loans.

Nor do I consider it by any means certain that the declaration of exemption was intended to apply to the certificates in *Page 18 question. The very frequency of its repetition and the generality of its terms, afford evidence to the contrary. Thus, in the act of February 25, 1862, authorizing the issue of $150,000,000 of treasury notes, and of $500,000,000 of bonds to fund the treasury notes, it is declared, that "all stocks, bonds, and other securities of the United States, held by individuals, corporations or associations, within the United States, shall be exempt from taxation by or under State authority."

This is claimed to cover the certificates now under consideration, although they were issued afterward. Upon the same argument, however, it would protect all the bonds and security of every kind afterward provided for by congress. Why, then, should the six separate declarations of exemption which I have quoted, have been made in the acts of congress? Upon this construction they are simply absurd; while, upon the legal principle that, although general terms are used in a contract or a statute, they are to be restricted in their application to the subject-matter in hand, the repetition is sensible and intelligible. This idea is sustained by the difference of language in the different statutes. Thus, the language last quoted is general, while in the act of March 3, 1863, it is declared, that "the bonds, treasury notes, and United States notes issued under the provisions of this act," shall be exempt, limiting the exemption to the issues then authorized. So in the acts of March 3, 1864, of January 28, 1865, and of March 3, 1865, the exemption is confined to "all bonds issued under this act," or equivalent words; while in the act of June 3, 1864, the language includes all bonds, treasury notes, and other obligations of the United States. I think this language is to be applied in each case, to the issues authorized by the acts in which it is found.

It will be observed that the act authorizing the issue of the certificates now under consideration, contains no declaration of exemption, and unless they are to be exempt upon the ground that they are the means and instruments of the general government, necessary to its operations, they must come within the general scope of State taxation. I do not think they are such. *Page 19

The money or materials, or whatever may have been the original consideration of the indebtedness in question, had been previously received by the government. The certificates were not issued to obtain either money or materials, but were to be issued as a means of payment at a subsequent day, for what had already been received and spent by the government. They cannot come under the head of "borrowing money," which was the theory upon which the constitutional exemption was declared by the Supreme Court of the United States, nor can they be deemed a means necessary to the operations of the government, like ships, a bank, the mail, the custom-house, and the like. They are simply claims of a creditor against a debtor, and against a debtor who is not liable to prosecution, and who could not, like an individual, be embarrassed by a seizure of his property. The certificates do not show upon their face what was the consideration of the original indebtedness, nor is there any evidence upon that subject. They simply show an indebtedness which has been audited and allowed, and which the government has promised to pay.

This court should acquiesce fully in the decisions of the Supreme Court of the United States upon questions arising under the laws and Constitution of the United States. While I do this cheerfully, I am of the opinion that exemptions like those under consideration should not be extended, but should be limited to the cases decided, or to those falling necessarily within their principles. That court has decided that to tax a loan of the United States is an interference with the constitutional power of the federal government to borrow money, and therefore illegal. In this we acquiesce. It has also decided that the means and instruments of the government necessary for carrying on its operations cannot be impeded or burdened by State taxation. Upon this principle the United States Bank, the custom-house, its vessels, munitions of war, post-offices and the immediate property or functions of that government, cannot be taxed by the States. It has never been decided, however, that a certificate or statement of a past indebtedness, which is property in the hands of a *Page 20 citizen, and in relation to which there is no evidence of the original consideration, and which has never been declared by congress to be such, is to be deemed, as a matter of law, a necessary instrumentality of the government, and thus exempt from taxation. There is no particular virtue in the written statement or certificate. It simply affords ready proof of the debt, but does not alter its character. And yet it would hardly be contended that if the government had years before purchased property of an individual for which it yet owed the purchase-money, but had given no certificate or evidence of the debt, that this should not, for the purposes of taxation, be deemed a part of the estate or effects of the seller, and liable to taxation as much as if the purchase had been made and the money owed by an individual. The present case is, in legal effect, the same. I see no reasonable ground upon which the exemption under consideration can be claimed; and, considering the enormous taxation to which the people of this State are subject and must continue to be subjected, it would be unwise, if we could do so, to exempt from its power of taxation any property upon which it has a legal hold. The courts have no such power. Their duty is merely to declare the law.

In my opinion, the General Term was right in holding these certificates to be liable to taxation, and their judgment should be affirmed.

Affirmed. *Page 21