Untitled Texas Attorney General Opinion

EA MNEY GENERAL XAS AUSTIN,TEXAR 78711 CWAWPORD c. MAIRTlN .aT-roRNEY CaENIFRAL October 5, 1970 Honorable Ted Butler Opinion No. M-701 Criminal District Attorney Bexar County, Texas Re: The imposition of'ad valorem San Antonio, Texas tax under Article 7146, V.C.S. as amended, upon mobile homes or trailers, which are owned by nonresident servicemen and are temporarily situated withInTexas ,uponproperty Dear Mr. Butler: not owned by the nonresident. Your request for an opinion poses the following question: . . 1 does your Opinion No. Ww-742 still remaiq effect,iveor with the Amendment to Article 7146, V.A.T.S., do you have another' ~"I opinion?', : : Article 7146,:Vernon's Civil Statutes, as amended by Acts 1969, 61st Leg., eff.'September,1, 1969, reads'as foll.ows: "Real property for the purpose of taxation, shall be construed to Include the land itself, whether laid out In town lots or otherwise and all buildings, structures, and lmprove- ments, or other fixtures of whatsoever kind thereon, and all the rights and privlleges belonging or in anywise appertaining'thereto, and all mines, minerals, quarries and fossils in and under the same, and forms of housing .' adaptabae to motlvatlon'by a p.ower connected. thereto commonly called 'trallers.',or~krabile homes,' which are or can be used for resideritialp business, commercial, or office purposes., except those located within the boundaries of an asses- sing unit for less than 60 days or unoccupied and for sale. The value of any trailer or mobile home shall not be included in the assessment of the land on which It is located, unless both the -3387- . . Honorable Ted Butler, Page 2,: ~. (M-701) land and the trailer or mobile home are owned by the same person. If the owner of the trailer or mobile home is not the owner of the.land, the trailer or mobile home 'shall be rendered for taxation separately from the land and taxes assessed shall be.a liability of the owner of the trailer or mobile home, and not a liability of the landowner. Land on which a trailer or mobile home is located shall not be subject to execution for the collection of taxes assessed against a trailer or mobile home ,.: unless both are owned by the same person.% "'," .: Opinion No. WW-742 (1959), dealt with the question of whether a house trailer owned~by a nonresident serviceman could be considered real property and subject to ad valorem taxation if it was situated on a plot of land owned by the nonresident serviceman, who did not intend that the house trailer should become a permanent part of the land, but merely his,temporary residence during his period of duty in the .State. of Texas. In that opinion this office determined by the use of Texas case law criteria defining real property that the trailer remained personalty inasmuch as the party annexing the trailer to the lot did not intend that It become a per- manent accession to the freehold. Further, the trailer was determined nontaxable under the Soldiers and Sailors' Relief Act, 50 USC App 574, which read and still reads, 121,1?%,?%.a? x5rlows : . : "For the purposes of taxation in respect of the ~personal property~. . . of any such person (a serviceman) by any State . . .,of which such person is not a resident or in which he is not dcnniciled. . . personal property shall not be deemed to be ldcated or present in or have a situs for taxation in such 'state. i s ." Article 7146, Vernon's Civil Statutes, before its amend- ment in 196g'and at the time Opinion No'W-742 was issued, provided: ._ “Real property for the purpose of taxation, ‘. shall be construed to include the land itself, whether laid out in town lots~or otherwise, and all buildings, structures and improve'- ments, or other fixtures of whatsoever kind -3388- Honorable Ted Butler, Page 3,(M-701) " _, thereon, and all the rights and privileges belonging or in any wise appertaining thereto, and all mines, minerals, quarries and fossils in and under the same.' Thus, mobile homes or trailers were not specifically defined as real property under Article 7146, Vernon's Civil Statutes,~until this Article was amended on September 1, 1969. ,Before this date, as was done in Opln,lonWW-742, it was neces- sary to apply the case law rules of fixtures .to determine:., whether property was realty or personalty within the meaning of Article 7146, However, once the amendment became effec- tive on the date heretofore mentioned, mobile homes ~or,t~railers became real orooertv for ad valorem tax ourooses and were~no lonaer subie;t 'tomketing the definition*set forth in case authorities e Hurt v. $oope~r,110 S.W.2d 896 (Tex.Sup. 1937) : "Thk si%&e having def ?i?iedthe word,'we are not'con- cerned Mrith its usual meaning.'! Gifford-Hill & Co. v."State of Texasi, 442 S.W.2d 320 (Tex.Sup. 1969) : "In imposing the sales tanix.from which this litigation arose the Legislature has specifically defined the term 'sale.' This definition is binding on the courts in an interpretation of this Article.") In New York Mobile HomesAssociatIon v. Steckel. 9 N.Y.2d z53ip;15 N.Y.S.2d 487, 175 N.E.2d 151 816A.L.R,2d 270.(N.Y. Ct. * 1961), the New York Court uph&d an ad valorem tax pro- vision defining the terms "lands9" 'real estateg,"and "real property" as "forms‘of housing adaptable to motivation by a power connected thereto, commonly called 'trailers@ or !mobile homes,' which are or can be used for residential, business, commercial or office purposes, except those (1) located within the boundaries of an assessing unit for less than 60 days D o -’ The Court determined the trailers or mobile homes were used as residences, that they remained stationary, that their water supply came from tubing attached to an outlet in the ground, that they were connected to the tark sewage system and that they were set on blocks so that m 0 0 there is a rational basis for the legislative classification a 0 *",of mobile homes or trailers as real property. It is, therefore, apparent that Article 7146, Vernon's Civil Statutes, as amended9 has changed Opinion WW-742, unless this Article as emended conflicts or interferes with 50 USC App. 574, Soldiers and Sailors' Relief Act, in which case the "Supremacy Clause" rule as itvree v. Bland, 82 s.ct. 1089, 369 u-s, 663 (1962) would apply. The United -3389- 9’ ‘, .’ Honorable,Ted Butler, Page &,(M-701)~ States Supreme Court in Free v. Bland, supra, held that a ~. Texas statutory enactment conflicted with a United States Treasury Regulation. In making this determination, the, Court pronounced the "Supremacy Clause" rule:' II . . . The relative Importance to the State of 'Its own law is not material when the~reis a con- flict with a valid federal law, for the,Framers of our Constitution provided~that the federal law must prevail. ,Artidle'VI,,,Ciaus'e,~2a'~:'This principle was made clear by Chief Justice., : Marshall when he stated'for the Court that:&iy' state law, however clearly within a State'.s '.'.~, acknowledged power, which interferes with or' is contrary to federal law, must yield," In reaching an opinion on whether there is a conflict,. between'state and federal law in this 'situation,'thehist'ory of state taxation of nonresident servicemen under the Soldiers and Sailors' Relief Act, supra, must be reviewed. Four impor- tant United States Supreme Court decisions under the above mentioned Act are Dameron v. Brodhead,,345 U.S. v. Busard 3 v. Neal, 382 U.S. ~9~8~‘~:&!?fi85 States, 895 U.S. 169,.89 S.Ct. A Colorado personal property ad valorem tax imposed on property of a nonresident Air Force officer was held.invalid, in Demeron v. Brodhead, supra. In reaching its decision; the couwoldiers and Sailors' Relief Act stated: . . . For this statute merely states that the taxable domicile of servicemen'shall not be changed by military assignment. This we think is within the federal power. . . . There is no suggestion that the state of original residence must.have imposed a'prop- erty tax. O . . Congress appears to have chosen the broader technique of the statute carefully; freeing servicemen from both income and property taxes imposed by any state by virtue of their presence there as a result of military orders. It saved the sole right of taxation to the state of original residence whether or not that state exercised the right. O s . -3390- , .I . - Honorable'Ted Butler, Page 5,(M- 701) I, We reject the argument that the word ;deemed' as used implies a rebuttable presumption as to permit taxation in the state of temporary presence in some cases." The court in California v, Buzard, supras struck down a California "license fee" imposed uoon a nonresident service- man, who attempted to register his-motor vehicle in that state. The court held that California could collect the tax under the soldiers and Sailors' Relief Act only if it was a "license, fee. or excise" on the motor vehiicle and. that since the pur- pose of the California Act was for general revenue? it dfd not meet the test of being a "license, fee, or excise, ' The Court stated: It. 0 The very purpose of #574 in broadly freeing the nonresident serviceman from'the obligation to pay property and income taxes was to relieve him of the burden of support- ing the governments of the States where he was present solely in compliance with mili- tary orders. e D *" The authority of a state to levy personal property ad valorem taxes on a nonresident serviceman's house trailer under the Soldiers and Sailors 1 Relief Act was determined in Sna ----F& Neal, supra. The serviceman had not registered or lfcense trailer or paid,any taxes on itin his home state, The,Court held therein: "This a companion case to California v. Buzard. e D 0 We reverse on the author- ity of our holding today in Buzard that the failure to pay the motor vehicle 'license, fee, or excise' of the home State entitles the host State only to exact motor vehicle taxes qualifying as 'licenses, fees, or excises,s the ad valorem tax, as the Mississippi Supreme Court acknowledged, is not such an exactfon. 0 D 0 A Sales and Use Tax on a nonresi'dentserviceman was upheld In Sullivan v, United States, supra, as not being within the coverage of the A ct 0 The following quotation reflects: -3391- . . Honorable Ted Butler, Page 6,(M- 7Oi)' 'Section 574 does not relieve servicemen stationed away fromhome from all taxes:of the host State. It was enacted with the much narrower design 't prevent multiple State taxation ~of the pFoperty.1' And the:. ~ substantial risk of double taxatkon:un$er::~' multi-state ad valorem property taxes'does~ not exist with respect to sales and use taxes. . . ." (Emphasis added.) Thus, it is apparent that State ad valorenitaxes.. onper- : sonal property of nonresident military personnel will not be upheld inasmuch as they violate the Soldiers and Sailors'Relief Act, supra. The case of United States v. Chester CountvBoard of Assess- ment and.Revisio Supp. 1001 (E.D. property taxes on house trailen longing.to nonresldentservice- men. The Pennsylvania Act defined "Real Estate" as ": . . house trailers and mobile homes permanently attached to land or con- nected with water, gas, electric or sewage facilities,,.,. '. ." In reviewing this provision, the Court .determined: 11 ..,. "The salutory purpose of the.federal act [Soldiers and Sailors' Relief Act] is to relieve nonresident servicemen of the bur- den of supporting state and local govern- ments, whenever their presence results solely from compliance with military orders. 11 . . . . "In effect; ,by appropriate exercisesof its, % taxing powers, Pennsylvania has givenan. artificial, statutory real property desig- nation to a specific class of house trailers which. otherwise, still retain the basic characteristic of tangible personal prop- erty,'namely, mobility. "We conclude that this statute, intended to raise revenue for the ooeration of local governments within the &ate,.as sought to be applied to the personal property,of.non- ..--339z- . . . Ted Butler,,Page 7,(M- 701) resident servicemen in active service under military orders, is in irreconcfl- able conflict with the clearly defined Congressional purpose of #574 fn broadiy freeing the nonresident servicemen from~ the obligation to pay property and income taxes. . . . Thus, under federal case law authority, a state cannot through statutory enactment change the nature of property and tax that property when it was prohibited by federal law from taxing the property in its original nature. To state the rule more simply, a State cannot tax indirectly what It is prohibited by federal law from taxing directly. To apply a real property ad valorem tax to the property in question would result in a pyramiding of taxes, because the State of the servicemen's domicile would still have the right to levy an ad valorem tax on the same.property. As stated in the ca,seshe,reinabpveU. cited, the purpose of the Soldiers and Sailors' Relfef Act Is to remedy this situation. On the basis of this reasoning, it is concluded that the "Supremacy Clause" of the United States Constitutfon prohibits the application of Article 7146 to the factual sftuatfon in auestlon inasmuch as this Article interferes with 50 U,S,C. App. 574, Soldiers and Sailors' Relief Act,~ and mustyield to the provisions of that Act. We are of the opfnfon thatmobfle homes or trailers of nonresident servfcemen are not subject to ad valorem taxation. SUMMARY Article 7146, V.C,S,, defining mobile homes or trailers as real property for ad valorem tax purposes must yield to the provisions of 50 U.S.C, App. 57b9 Soldiers -3393- Honorable Ted Butler, page 8,(ti- 701) and Sailors' Relief Act, by virtue of th "Supremacy Cl " of the United Stztes Constituti%~e*rtiele VI, Clause 2. Thus;'mobile homes or trailers owned by nonresident ject to ad'valorem taxation. Atto ey General of Texas Prepared by Harriet D. Burke lT Assistant At,torneyGeneral APPROVED: OPINION COMMITTEE Kerns Taylor, Chairman W. E. Allen, Co-Chairman S, J. Arenson R. D, Green Jack Sparks John Reese MEADE F. GRIFFIN Staff Legal Assistant ALFRED WALKER Executive Assistant ' NOLA WRITE First Assistant ,