Untitled Texas Attorney General Opinion

ATTORNEY GENERAL OF TEXAS GREG ABBOTT December 6, 2010 The Honorable Robert F. Deuell, M.D. Opinion No. GA-0827 Chair, Committee on Nominations Texas State Senate Re: Taxable status of real property owned by the Post Office Box 12068 City of Greenville and leased to a private Austin, Texas 78711-2068 company (RQ-0897-GA) Dear Senator Deuell: You seek an opinion on several questions relating to the ad valorem taxation of certain property.! You tell us that the City of Greenville (the "City") holds legal title to the land and improvements on two tracts at the Greenville Municipal Airport. See Request Letter at 1 (describing the Base Facilities and the Maintenance Facilities).' You tell us the Maintenance Facilities are leased from the City by L-3 Communications ("L-3"), a private for-profit business, for operations involving "aircraft modification, fmish-out and servicing for U.S. and foreign government military and other government agency aircraft." Id. You inform us that L-3 has possession and control of the Maintenance Facilities, which consists ofland and improvements that are not open to the public. See id. With respect to these Maintenance Facilities, you pose the following questions: 1. In light of Texas Tax Code Section 11.11, are the [Maintenance Facilities] exempt from property taxation [as] 'public property used for public purposes'? 2. Assuming that the City holds legal and equitable title to the [Maintenance Facilities] and assuming the [Maintenance Facilities] are not 'public property used for public purposes' under Texas Tax Code Section 11.11, is the fee simple interest in the [Maintenance Facilities] taxable to the City? lSee Request Letter at 2-4 (available at www.texasattomeygeneral.gov). We note that you submitted this request when serving as Chair of the Interim Connnittee on Dyslexia and Related Disorders. 2you infonn us that different parties have supplied infonnation related to your request and that "there are some minor differences in tenninology and presentation" ofyour request. Request Letter at I. For consistency in this opinion, we will refer to the tract about which you inquire as the "Maintenance Facilities." The Honorable Robert Deuell, M.D. - Page 2 (GA-OS27) 3. Does the City, as a matter of law, have equitable title in the [Maintenance Facilities] for purposes of ad valorem taxes on the real property in light of various restrictions, a right of reversion, and the ability to compel transfer of legal title held by the federal government? 4. Assuming that the City has legal and equitable title to the [Maintenance Facilities], is the facility public property used for public purposes? 5. Assuming that the City has legal and equitable title to the [Maintenance Facilities] and that [they] are used for a public purpose, do the [Maintenance Facilities] meet the statutory requirements for exemption of the leasehold interest, namely, is it a public transportation facility and are the buildings used for aircraft maintenance and services? 6. Assuming that the City has legal and equitable title to the [Maintenance Facilities], do U.S. Constitutional principles limit ad valorem taxation of the fee interest? 7. Would taxation ofthe fee simple interest or the leasehold interest in the [Maintenance Facilities] violate the Texas Constitutional requirement that taxation be equal and uniform? Request Letter at 2-4. The question whether a particular property is exempt from taxation depends on the facts of the particular situation. See Tex. Att'y Gen. Op. No. GA-0522 (2007) at 2 (citing Tex. Tpk. Co. v. Dallas Cnty., 271 S.W.2d 400, 402 (Tex. 1954)). This office does not determine questions offact in an attorney general opinion, and we therefore cannot ultimately determine whether a tax exemption applies. See Tex. Att'y Gen. Op. Nos. GA-0106 (2003) at 7 ("This office cannot find facts or resolve fact questions in an attorney' general opinion."); JC-0571 (2002) at 1 (declining to determine whether public use requirement is satisfied). Moreover, the chief appraiser of the appraisal district in which the property is located is statutorily charged in the first instance with determining whether property is tax exempt. See TEX. TAX CODE ANN. § 11.45 (a) (West 200S) ("The chief appraiser shall determine ... each applicant's right to an exemption."); see also St. Joseph Orthodox Christian Church v. Spring Branch Indep. Sch. Dist., 110 S.W.3d 477, 479 n.6 (Tex. App.-Houston [14th Dist.] 2003, no pet.) (recognizing that chief appraiser initially determines right to a tax exemption). In one manner or another, each of your questions asks us to opine on whether a particular fee or leasehold interest in the Maintenance Facilities is taxable and, if so, on whom the tax burden falls. See generally Request Letter. And with respect to each question, we believe the ultimate determination about the tax status would be resolved on the fact issue of whether the property is used for public purposes. For these reasons, we cannot determine the status of a tax exemption, and therefore, we cannot answer any of your questions. The Honorable Robert Deuell, M.D. - Page 3 (GA-0827) There is, however, one aspect of your request on which we can offer some general advice. Arguments made in your request letter and in briefing submitted to this office suggest the Maintenance Facilities are used for public purposes, and thus are tax exempt, ifthey constitute a building used primarily for maintenance of aircraft or other specified aircraft services and if they are part of a public transportation facility within the scope of section 25.07(b)(3) of the Tax Code. See Request Letter at 3 (discussing authorities relevant to section 25 .07 to support argument that property is used for a public purpose); Letter from Garry M. Miles, Locke Lord Bissell & Liddell, to Brent South, Hunt County AppraisalDistrict, at 8-13 (Apr. 26, 2010) (attached to Request Letter) (arguing that definition of "airport" in Texas statutes and opinions is broad enough to include the Maintenance Facilities); see also TEX. TAX CODE ANN. § 25.07(b)(3) (WestSupp. 2010) (exempting taxable leasehold interest from listing requirement if the property is part of a "public transportation facility" and meets other specified requirements). Section 25.07, however, pertains to the taxation ofleasehold interests and is not relevant to a determination of whether property is used for a public purpose and tax exempt. See TEx. TAX CODE ANN. § 25.07(a) (West Supp. 2010) ("[A] leasehold or other possessory interest in real property that is exempt from taxation to the owner ... shall be listed in the name of the owner of the possessory interest."). A leasehold interest is subject to tax