Untitled Texas Attorney General Opinion

The Attorney General of Texas November 29, 1917 The Honorable Johnny W. Actkinson Opinion No. H-1098 Parmer County Attorney P/O. Box 286 Re: Constitutionality Farwell, Texas 79325 of House Bill 22 per- mitting an income cap- The Honorable Oscar H. Mauzy italixation valuation Chairman, Senate Committee on of open space land used Education for agricultural pur- Senate Chamber poses. State Capitol Austin, Texas 78711 Dear Mr. Actkinson and Senator Mauzy: You have asked whether House Bill 22 of the 65th Legislature, Acts 1977, 65th Leg., ch. 318, at 847, codi- fied as article 7150k, V.T.C.S., can be given effect without the people voting on a companion constitutional amendment. Each of you has submitted a brief with your request and each has concluded that a constitutional amendment is required before the bill can be effective. In Attorney General Opinion H-1022 (1977). which was issued on July 6, 1977, we answered a similar inquiry from our State legislative leadership in the negative. Inasmuch as the controlling constitutional provisions and the con- trolling judicial decisions remain the same, our answer must remain the same. Once again we will set forward those controlling provisions and decisions. The constitutional questions surrounding House Bill 22 involve article 8, section 1 of the Texas Constitution which provides in part: Taxation shall be equal and uniform. All property in this State, whether owned by natural persons or corpora- tions, other than municipal, shall be taxed in proportion to its value, which shall be ascertained as may be provided by law. p. 4504 The Honorable Johnny W. Actkinson The Honorable Oscar H. Mauzy - Page 2 (H-1098) Article 8, section l-d of the Constitution provides for special assessment of certain agricultural land, but there is no dis- pute that House Bill 22 provides for a broader program than that authorized by article 8, section l-d. When House Bill 22 was introduced it obviously was the view of the sponsors that a constitutional amendment would be necessary to authorize this broader program of appraisal of open space land. The bill provided that it would become effec- tive only if and when the companion constitutional amendment was adopted. In fact, the contingent effective date provision was in House Bill 22 as it passed the House and Senate and as it was referred to conference committee. It was only on May 25, 1977, when the conference committee reported its version of the bill, that House Bill 22 emerged without being explicitly dependent on the passage of the constitutional amendment. House Journal, 65th Leg., R.S., at 3922 (May 25, 1977). The proposed constitutional amendment was defeated in the House of Representa- tives when it lacked one vote of obtaining the one hundred votes necessary for passage. House Journal, 65th Leg., R.S., at 3923 (May 25, 1977). The vote was 99 yeas, 48 nays and 3 not voting. Since House Bill 22 had, therefore, been passed but the companion constitutional amendment had been defeated, the legis- lative leadership requested an opinion prior to the special session on the constitutionality of a program of valuation of agricultural land on a basis other than market value. While the opinion request did not specifically mention House Bill 22, the same constitutional issue raised by that legislation was involved. Attorney General Opinion H-1022 (1977) was issued on July 6, 1977, and stated that a constitutional amendment would be required before the Legislature could provide for the valuation of one type of property at a smaller percentage of market value than other types of property. Thereafter, certain legislators and this office, all of whom had supported the pro- gram sought to be enacted by House Bill 22, urged that the sub- ject of such a constitutional amendment be included in the call of the special session which convened on July 11, 1977. However, the subject was not included by the Governor in the proclamation calling the special session. In spite of this clear history, additional arguments have been advanced in an effort to uphold the bill without the neces- sity of a constitutional amendment. The arguments can be grouped under two general headings. First, it is argued that such an amendment would not be necessary because the income capitaliza- tion method of valuation provided by House Bill 22 is merely a means of ascertaining market value. We believe House Bill 22 P. 4505 The Honorable Johnny W. Actkinson The Honorable Oscar H. Mauzy - Page 3 (H-1098) indicates on its face that something other than market value is produced by the formulas set out in the bill. While an in- come capitalization method of valuation may sometimes be useful in determining market value, it is clear that House Bill 22 is designed to produce a valuation which does not represent market value. The bill provides that the value produced by the income capitalization method will be less than market value. The assessor is required to record both market value and an income capitalization value. He is also required to roll back the assessments for the four years prior to a change in the use of agricultural land and to collect the taxes for those years as if they had been levied on market value assessments. Add- itionally, the legislative debates leave no doubt that the legislation is designed to produce valuations which do not reflect market value. The other argument is that an amendment is unnecessary because the Constitution gives the Legislature broad authority to permit valuation of property on a basis other than market value. This argument has been rejected by our highest legal authority on State constitutional issues. The Supreme Court of Texas has addressed the requirement of article 8, section 1 of the Constitution. The court said: Article 8, 9 1, of the Constitution, con- tains this language: "All property in this state, whether owned by natural persons or corporations, other than municipal, shall be taxed in proportion to its value, which shall be ascertained as may be provided by law." The rule announced by that provision is "equality and uniformity." To secure this "uniform and equal" taxation, the same sentence prescribes that the property of all persons and corporations, other than municipal, "shall be taxed in proportion to its value, which shall be ascertained as may be provided by law." This is a clearly expressed purpose, that the officers charged with the assessment of property shall in the manner prescribed by law ascertain its value. "The value of the property is to be determined by what it can be bought and sold for." New York State v. Barker, 179 U.S. 287, 21 Sup. Ct. 124, 45 L. Ed. 194. If it means full market value when applied to the intangible assets of a railroad company, it means the same thing when applied to land, horses, etc. The stan- dard of uniformity prescribed by the p. 4506 The Honorable Johnny W. Actkinson The Honorable Oscar H. Mauzy - Page 4 (H-1098) Constitution being the value of the prop- erty, taxation cannot be in the same pro- portion to the value of the property unless the value of all property is ascertained by the same standard. Lively v. Missouri, K. & T. Ry. Co. of Texas, 120 S.W. 852, 856 (Tex. 1909) (Emphasis added). On numerous occasions Texas courts have specifically indicated that it is settled that the Texas Constitution, unless amended by the people to provide otherwise, requires appraisal on the basis of market value. Rowland v. C S.W.2d 756, 760.(Tex. Comm'n App. 1928, jd Richfield Co. v. Warren Ind. Sch. Dist., 4 (Tex. Civ. App. -- Beaumont 1970, writ ref'd n.r.e.1; Dietrich ~~g~3~~~~~~;';'~~~lf~~e~~~."~~;,*A~~,t~-v~~~~~p~'~~6 S.W.2d 235, 237 (Tex. Civ. App. -- San Antonio 1940, writ ref'd); Porter v. Langley, 155 S.W. 1042 (Tex. Civ. App. -- Dallas 1913, writ ref'd). See also City of Arlington v. Cannon, 271 S.W.2d 414 (Tex. 19541; City of Houston v. Baker, 178 S.W. 820 (Tex. Civ. App. -- Galveston 1915, writ ref'd); Attorney General Opinion H-1022 (1977). Laudable as the purposes of House Bill 22 are in lessening the severe economic problems facing our farmers and ranchers, we are not at liberty to ignore the substantial and long estab- lished judicial authority that a constitutional amendment is necessary to implement such purposes. Accordingly, it is still our opinion, as it was prior to the special session, that to bring about the desired purposes of House Bill 22 an amendment to the Texas Constitution will have to be proposed by the Legislature and approved by a majority of Texas voters. SUMMARY House Bill 22 of the 65th Legislature (article 7150k, V.T.C.S.), which would establish a new program of valuing agri- cultural land on a basis other than market value, cannot be placed in effect without approval of the companion consti- tutional amendment by a majority of Texas voters. P. 4507 The Honorable Johnny W. Actkinson The Honorable Oscar H. Mauzy - Page 5 (H-1098) DAVID M. KENDALL, First Assistant C. ROBERT HEATK, Chairman Opinion Committee jst p. 4508