Untitled Texas Attorney General Opinion

TB~EATTORMSY GENERAL OF TEXAS Honorable R. L. Lattlmore Opinion No. C-757 Criminal District Attorney Edlnburg, Texas Re: Jurisdiction of suits for delinquent personal property taxes, plus interest and penalties, where the total amount sued for is over $200 Dear Sir: but lesa than $500. You have requested the opinion of this office in regard to the proper jurisdiction of suit8 for delinquent personal property taxes plus penalties ard interest where the total amount In controversy la over $200 but less than $500, exclu- sive of interest and costs. We quote from your letter, requesting the opinion, as follows: "A aerloua question has arisen concerning the collection of Delinquent Personal Property Taxes for Hldalgo County as to whether the District Court or County Court has jurisdiction when the amount of taxes Involved, Including penalty and Interest, 1s over $200.00 but less than $500.00. The question can further be broken down with regard to the following three situations: One: If suit Is original1 filed by the State (For State or County TaxesT? Two: If suit IS originally filed by a City or Independent School District? Three: If suit is originally filed by a City or Independent School Dlstrlct and the State should Intervene In such suit?" Situation One. Since 1876 the Constitution of the State of Texas has provided that the District Court shall have original juria- -3637- ‘ . Hon. R. L. Lattimore, Page 2 (C-757) diction in all suit8 in behalf of the State to recover penalties. Section 8, Article V, of the Conatltutlon of Texaa, reada, in part, as follows: "The District Court ahall have original jurisdiction . . . in all suits in behalf of the State to recover penalties. . . ." (Emphasis aupplled) Article 1906, Vernon's Civil Statutes, also confers orlg- inal jurisdiction upon the District Court In such cases, providing that: "The dlatrict court shall have original jurisdiction in civil cases of: 1. Suits in behalf of the State to recover ~;;;en:;;,s~;;f;;;~s and escheats. . . .11 Section 16, Article V, of the Constitution states in part: "The County Court . . . shall have exclu- sive Jurisdiction In all civil case8 vhen the matter in controversy shall exceed in value $200, and not exceed $500, exclusive of inter- eat . . .' Article 1949, Vernon's Civil Statutes, confers exclu- sive orlginal jurisdiction in such cases in the County Court. We have been unable to find a case directly in point with regard to ad valorem taxes, but the case of State v. Kfnnham, 361 S.W.2d 191 (Tex.Sup. 1962) Involving a suit for delinquent unemployment compensation contributions and penalties arising by virtue of failure to pay the taxes on time, held that jurisdiction of the suit by the State for the penalties was conferred upon the District Court. In that case the Court stated the question and decided it aa follows: (Beginning at page 192) -3638- Hon. R. L. Lattlmore, Page 3 (C-757) “Aa the case la before us, the ~control- ling question la whether this suit Is for a ‘penaltyI a8 uaed In Art. V, Sec. 8, State Conatitutlon, Vernon’s Annotated Statutes, ao aa to confer jurladictlon on the Diatrlct Court to try this cause, or whether thia la a suit for a debt consisting of taxes 8nd aa a part thereof penalties, governed by Article V, Section 16, which gives exclusive juris- diction to the Courty Court In all civil case8 where the matter in oontroveray shall exceed $200 and not exceed $90 exclusive of Interest. . . .‘I “The reasoning in the case of Jonea v. Wllllama (1931) 121 Tex. 94, 45 S.W.2d 130, 79 A.L.R. 983, settles the question before us. After a lengthy and thorough diacusalon, that case holds that the interest and the penalty exaction8 added to delinquent taxes by the various conatitutlonal and atatutory provisions are ‘penalty’ rather than lnter- eat eo nominee. The Court says: ‘The lmposltlon of penalties la the means provided to prevent tax delinquencies, and since the word imPlie some form of Duniah- ment , It Is obvloua all leglala- tlon competent under the constitu- tion must be of that nature. . . . I @mphaala theirs) The case of Jonea v. Williama, supra,‘d;cides that the &nalty and interest added to delinquent taxes la not an Incident of the taxes, but Is a separate and distinct Item provided by the Leglalature aa a punlsh- ment for failure to pay taxea prior to delln- quency, and therefore, a ‘penalty’ within the meaning of the Constitution. . . .‘I It has been consistently held by this office that both the State and County ad valorem taxes upon any single sep- arately assessed Item of property must be paid at the aame -3639- Hon. R. .L. Lattimore, Page 4 (C-757) time in order to obtain a dlacount under Article 7255b, Vernon18 Civil Statutea. Attorney Oeneral’a lnlon Nos. o-1262, o-6124, o-1187, o-6397, v-734 and C-33 3 . It IS therefore inconceivable that a suit would be filed for state taxes and not for county taxes or vice versa. It might also be noted that Article 7332, Vernon’s Civil Statutes, provides that the Diatrlct or County Attorney shall represent the State and County in all aulta against delinquent taxpayera. It ia therefore, our opinion that aults for the collection of delinquent personal property taxes owing to either the State or County must Include the tax owing to the other and will invariably Include penalties and Interest, and thus be suits in behalf of the State for penalties aa defined by the Kingham case. We hold that exclusive jurladlctlon for such suits is conferred upon the District Court. Situation Two. In considering where jurladlction is conferred In suits brought by cities and independent school districts for personal property taxes, where the amount In contro- versy la between $200 and $500, we turn again to Article V, Section 16, of the Texas Constitution, which directs all such suits are to be brought in the County Court. Article 1949, confers exclusive original Jurisdiction upon the County Court for these suits. An exception to the law as expressed by the preceding statute exists when the value of the property against which the lien la asaerted exceeds $500. When the value of the property exceed8 $500, the District.Court has concurrent jurladlctlbn with the County Court except in cases where the value of the property exceeds $1,000, in which case .the.DlatrSqt .Court haa.exclusive jurlsdlctlon. ; .;. ‘., a. Amount in Controversy ~’ Considering the problem of amount in controversy, the Court in Billingaley v. City of Fort Worth, 278 S.W.2d 869 (Tex.Clv.App.1955, error ref.n.r.e.) held, in a suit by a city and school district for delinquent taxes assessed agalnat personal property of the defendant, that: -3640- Hon. R. L. Lattlmore, Page 5 (C-757) II . . . the enaltles on delinquent taxes ,$ty and school _p must be conaldered aa In the nature of damage8 and a8 such are to be conaldT,redas part of the amount In contro- veray . (Bracketed lnaert supplied) It would aeem that this holding alao aupports the pro- position that a suit by a city or Independent school district for taxes and penaltlea la not a suit in behalf of the State and thus not subject to the rule as later laid down by the Klngham case, aupra, and that proper jurisdiction for such Suits la conferred upon the County Court. b. Existence of Lien Article 1060, Vernon’s Civil Statutea, provides a lien against personal property in behalf of cities, stating In part, . . . All taxes shall be a lien upon the property upon which they are asseased. . .” Article 106Ca, Vernon’s Civil Statute8 amended In 1963, oonfers upon all school districts the benefit of all liens and remedies for the security and collection of their taxes which are granted incorporated cities and towns. Therefore, the provisions of Article 1060 are likewise applicable In favor of school districts. Article lC6Ca provide8 aa follows: “(a) All of the provisions of Title 122A, of the Revised Civil Statutes of Texas of 1925, be, and the same are made available Insofar as same may be applicable and necessary to all school districts and municipal corporations organized under any general or special law of this State and which have power and authority to levy and collect their own taxes, and that each of such school dlatricts and such munic- ipal corporations shall have the benefit of all liens and remedies for the security and collection of taxes due them as is provided in said Title In the case of taxes due the State and County, and as otherwise provided by the General Laws of this State in the case of taxes due Incorporated cities and towns.” {Emphasis supplied) -3641- J . ,% Hon. R. L. Lattlmore, Page 6 (C-757) c. Value of Property Concurrent jurisdiction is conferred upon the District Court and the County Court if the value of the propert against which the taxes sued for are assessed exceeds i 500 but does not exceed $1,000 and the taxing authority Is provided with a lien against such property. The case of Texas & N.O.R. Co. v. Rucker, 88 S.W. 815 (Tex.Clv.App. 1905, released after being affirmed on certified question, 99 Tex.125, a7 s.w. ala)states as foilows: “It Is a well-settled general rule of decision in this state that In a suit to enforce a lien upon personal property the value of the property upon which the lien Is asserted, and not the amount of the debt claimed, determines the Jurlsdlctlon of the court. Marshall v. Taylor, 7 Tex. 235; Smith v. Qlles, 65 Tex. 341; Cotulla v. Goggan, 77 Tex. 32, 13 S.W. 742; Real Estate Co. v. Bahn, 87 Tex. 583, 29 S.W. 646, 30 S.W. 430; Lane v. Howard, 22 Tex. 7." A suit for collection of delinquent taxes is in the nature of an action for debt. City of Henrietta v. Eustis, 87 Tex. 14, 26 S.W. 619 (1894) The statutory lien of cities, granted by Article 1060, and of school districts, granted by Article 106Ca, Is upon the whole of the property taxed and all of such property is subject to sale for the taxes. Such being the character of the lien,sought to be enforced, the value of the property upon which the lien Is asserted must be considered In deter- mining the jurisdiction of the court. Texas & N.O.R. Co. v. Rucker, supra. Compare Southwestern Drug Corp. v. Webster, mW.2d 241 (Tex.Clv.App.1951). The rule Is well stated in 15 Tex.Jur.2d 523 Courts, Sec. 83, as follows: “In actions to foreclose liens on per- sonal property the amount sued for as well as t.he value of the property on which foreclosure is sought are both considered in determining the amount In controversy; the greater amount determining the jurisdiction. . . .‘I -3642- Hon. R. L. Lattimore, Page 7 (C-757) Although we find no oaae directly In point wherein thla proposition haa been applied to delinquent tax aults for personal property taxes, we believe that the follow- ing statement from the case of Ball v. Beaty, 223 S.W. 552 (Tex.Civ.App.1920) wherein the court refers to the Texas & N.O.R. co. v. Rucker caee, aupra, la a correct statement of the law. The court aald, at page 556: “It may be considered aa establiahed by the decision in the case of T & N.O. Railway v. Rucker, approved by the Supreme Court, that the rule to the effect that the value of the peraonal property upon which a lien is sought to be foreclosed, if in excess of the amount of the debt, controls in determining jurisdiction Is not limited to contract liena, but applies to co;mon-law liens, and atatutory lines. . . . (Emphasis supplied) Situation Three. In responae to your last question, no problem is presented if the suit has been filed In the Matrlct Court by a city or independent school district and jurisdiction . is conferred upon the District Court. Certainly the State and County could Intervene in such suit for the purpose of collecting taxes and penalties due to them so long as the rules regarding interventions are followed. However, where jurisdiction Is not conferred upon the District Court, i.e. the amount in controversy being less than $500 and the value of the property against which the taxes are assessed being less than $500, under the holding of the Kingham case, supra, it is clear that the District Court is the only Court that has jurisdiction In which the State and County may properly file suit for delinquent per- sonal property taxes, penalties and interest. The County Court does not have jurladlctlon of such suita. Therefore, the suit for the collection of State and County taxea should be filed in the District Court, where any proper lnterven- tlons by other taxing authorities may be accomplished under the applicable rules of law. -3643- 1. -. . Hon. R. L. Lattlmoret Page a (C-757) SUMMARY Jurisdiction for all suits in behalf of the State and County for penalties, regardless of amount Is conferred exclusively upon the District Court. Jurisdiction for cases filed by cities or independent school districts seeking recovery in an amount between $200 and $500 is conferred exclusively upon the County Court unless the property against which the taxes are assessed is of a value of more than $500, in which lnatance the District Court ha8 concurrent jurisdiction so long as ruch value does not exceed $1,000. The State and County may not intervene in suits In County Court for collection of State and County taxes where penaltles are Involved, such action being a suit In behalf of the State, jurladlctlon for which is con- ferred exclusively upon the Dlatrlct Court. Very truly yours, WAGGONER CARR JFP:ck APPROVED: OPINION COMMITTEE W. V. Geppert, Chairman Alan H. Minter Marietta McGregor Payne Malcolm L. Quick Brandon Blckett APPROVED FORTHEATTORNEY GENERAL BY: T. B. Wright -3644-