Untitled Texas Attorney General Opinion

Honorable Henry Wade Opinion No. C-533 District Attorney County Records Building Re: Whether Dallas County Junior Dallas, Texas College District May Tax the Intangible Property and Rolling Stock of Railroads or TransportationCompanies and Other Questions Relat- Dear Mr. Wade: ing to Such District. You have requested that we reconsider Opinion No. C-458 of this office dated June 21, 1965, pertaining to the taxation by the Dallas County Junior College District of intangible assets and rolling stock of railroads or transportationcom- panies. Said Opinion C-458 Is hereby withdrawn and the follow- ing is substitutedtherefor. You ask the opinion of the Attorney General In answer to the following five (5) questions relating to the levy and assessment of ad valorem taxes by Dallas County Junior College District: 1. Can a valid contract for the assessment and collection of taxes be entered Into by the Board of Trustees of Dallas County Junior College District and the County of Dallas for the Tax Assessor and Collector of Dallas County to assess and collect the taxes for the Junior College District? 2. In the event that the answer to Question No. 1 is In the affirmative, what fees and commissions can the Tax Assessor and Collector of Dallas County legally charge the Dallas County Junior College District for the assessment and collection of the above referred to taxes? 3. Can taxes be levied and collected for the year 1965? -2546- Honorable Henry Wade - Page 2 Opinion No. C-533 4. May the District tax lntatiglble properties within Its boundaries? 5. Can the District assess and levy a tax on the rolling stock of a railroad or trans- portation company? The relevant facts are as follows: The Dallas County Junior College District (hereinafterreferred to as District) was created on May 25, 1965, pursuant to the provisions of Article 2815h of Vernon*s Civil Statutes. The boundaries of the District are cotermlnouswith the boundaries of Dallas County. eat the election, the voters elected a Board of Trustees of the District and granted them the authority to assess and 'levya tax for the support and maintenance of the District and to Issue bonds to'be paid,for by a tax which was also authorized. We answer your questions In the order in which,you ask them. 1. Your first question asks If the District may contract with the Tax Assessor and Collector of Dallas Coun,tyto assess and collect ita ad valorem taxes. Our answer Is that It may enter into &&ah a contract pursuant to the provisions of Sec. 7b(c) of sald Article 2815~ This Article in Its relevant portlolis reads as followsr "When a majority of the Board of Education of such Junior College District prefer to have the taxes of their district assessed and coll&ated by the County Assessor and Collector,or by the City Assessor and Collector of an Incorporatedcity or town In the limits of which the Junior College District or a part,thereofIs located, or collected only by the County or City Tax Collector, same may be a@,ses?edand collected, or collected only, as the case may be, by said county or city officers, as may be determined by the Board of Education of said Junior College District, and turned over to the Treasurer of the Junior College District fo: which such taxes have been collected. . . . -2547- Honorable Henry Wade - Page 3 Opinion No. C-533 2. Your second question asks what fees and commlsslonsmay be paid In the event we'answer your first question In the affirmative. Our answer Is that the following provision of said Article 2815h, Sec. 7b(c) sets forth these fees and commissionsIn the following language: When the County Assessor and Collecior are required to assess and collect the taxes on Junior College.Dlstrlctsthey shall respectivelyreceive one (1%) per cent for assessing and one (1%) per cent for collecting same; . . .' 3. Your third question asks whether the District can levy and collect taxes for the year 1965. Our answer Is that it can. Under the following authorities,the levy and assessment of taxes by the Mstrict~ is governed by the same laws govern- ing t.axatlonby independentschool districts. a) Section 7 of said Article 2815h provides, in part: I, The issuance of the bonds for Junlor'C&.iegepurposes.,,and the provision of the sinking fund for the retirement thereof, and the payment of ln,terest and the levying of t,axesfor the support and maintenance of the Junlor College, shall In so far as same is applicable, be In accordance with the general election laws ax&the laws governing the Issuance of bonds Andythe levying of taxes finthe Independent School Dlstrlc~t,. . . b) Section 7a of said Article 2815h (Acts,1937, 45th Leg.9 p. 248, oh. 130,.sea. 3~). further provides, In part: ?!he Assessor and Collector of such . Junlo~rCollege Dlstrlct shall assess the taxes and collect the same in the manner now provided by law for,the collection -2548- Honorable Henry Wade - Page 4 of ad valorem taxes.by County:~Assessors and Collectorsand where.there:is not ,herein contained any.speciflcprovision, or direction as to how anything connected with the assessmentand collect,ion of taxes shall be done, then the provision; of the General Law shall prevail.'. . . ., cl The case of Shepherd v. San Jacinto Junior College District, 363 S.W.2d.742 (Tex.Sup.1963), holds that Section 3 of Article VII of our State,Constitutionpertaining to taxation for benefit of schools and school districts is-applicableto Junior College Districts. Although the college district was not created until %y 25: 1965. the district has the authority to levy and collect taxes for ~theyear 1965 on ~allproperty within such newly created district which was owned by the taxpayers on January 1st. Blewitt v. Megargel County Line Ind. Sch. Dist., 285 S.W. 271 ‘(Comm.App.1926); .Afferbach,12 S.W. ....185 S.Wi, 367 (Tex.. The Court in Blewitt v. Megargel,'supra,stated: : : ,f . . . when an independentschool district is created after the 1st of ,:January of a ~givenyear, all property :: within such newly created district, which wasowned by t.he,taxpayer on Jan- uary 1st of that year, 'IS subjectto' any tax authorized by.law, whether such taxes have been authorized there- tofore or may be authorized duringthe year, and can,be levled~by the body : .. given the power to levy $t any time during the year;' . . . (Underscoring added.) 4. and 5~. In your fourth questionyou ask if the District may tax intangibleproperties.within its boundaries;,,.(You do not mention intangible assets of railroads or other companies). We presume that In your fourth ,questionyoumeant to ask whether the District might use the Intangible values deter- mined by the State Tax Board for rallroads and other companies -2549- . Honorable Henry Wade - Page 5 Opinion No. C-533 enumerated In Articles 7105 and 7105a of V.C.S. We will answer this question acting upontis presumption. The other companies mentioned are ferry companies. bridge companies, turn plke companies, toll companies,oil pipe'llne companies, all common carrier pipe line companies of ,everycharacter whatsoever engaged in the transportationof oil, motor bus companies, common motor carriers operating under certificates of convenience and necessity Issued by the Railroad Commission, and contract motor carriers operating under contract motor carrier permit,sissued by the Railroad Commission. We answer this question in the ne~gatlve. In answer to the fifth que~stlon,the District may not tax the rolling stock of railroads. As to the taxation of rolling stock of other tr.ansportationcompanies, we express no opinion as It is necessary to know the facts in each parti- cular case, ~8inc.e the taxation of .said~propertyfalls within the same general.category of taxing per,sonalproperty of any owner except railroads and other companies above mentioned. There is no parti,cularprovision In the statutes providing for the .sltusand valuation of rolling stock of other transpor- tation companies and that 1s to be determined by t.hegeneral law with reference to the sltus of personal property for taxa- tion. For that reason 'wedecline to pass upon that matter without 'knowing'the,speclficfacts pertaining to each company. Article VIII, Sec..8 of the Texas Constitutionprovides as follows.: "Railroad Property; How Assessed..- All prope~rtyof railroad companies shall be assessed, and the taxes collected in the several counties in which ,saldproperty Is situated, including so much of the roadbed and fixtures as shall Abe In each county. The rolling .stockmay be assess~edin gross In the county where the prln- cipal office of the company 1s located,, land the county tax paid upon It ahal, be apportioned by the Comptroller:,in proportion to the dis- ,tanaesuch road may run .throughany such County, among the .severalcounties through which the road.passes, as part of their tax asse,ts. Article ma, v.c.s., provides for the sworn rendition of property made,by railroads to the county assessor and provides for rendition of all personal property of a railroad except the rolling stock. ,- 2550- Honorable Henry Wade - Page 6 Opinion No. C-533 Article 7169 provides that ~thevalue determined by the County in whlch:.theprincipal office .ofthe road is located shall be certified to the.State Comptrollerand by him certi- fied and apportioned to each county-in proportion~tothe mileage of the railroad in each county. Articles $205 - 7113, inclusive,V.C.S., provide for the determinationof the value of the intangibleassetsof rail- roads and other companies by the State Tax Board and for apportionmentof the values between the counties according to the mileage of the road in each county. The intangible values of motor bus companies, common carrier motor carriers, and contrac,tmotor carriers are'likewiseapportioned in the counties in proportion to the distance the lines traversed by said carriers in each respective county. The original Act (now Article 7105, V.C.S.) provided for the taxation of.the intangible assets of railroads only, but said Act has been amended, as shown by said Article, to include ferry companies, bridge companies, turn pike or toll companies, oil pipe line companies, oil common carrier pipe line~.companies of every character, motor buacompanies, and common carrier motor carriers:ogeratingundercertificates ,issuedby the Rail- road Commission.,We are interested.onlyin the question as to whether the district.may tax the intangible assets of,a rail- road and other transportationcompanies above mentioned. Opinions of the Attorney General's office ranging as far back as 1909 and court decisions hold that the rolling stock and intangible assets of a railroad are notesubject to taxa- tion ~by~ school districts.andother subdivisionsof the county. In Attorney General's DepartmentalOpinion No. 2794, Rook 63,,page 20, dated December 20, 1929; (page 286 Biennial Report lg28-1g3o;: itwas held thatthe intangibleproperty and rolling stock of .&ilroads are not subject to taxation by a school districteven though the district comprises an entire county. In Opinion dated ,January24, 1938 (Let,terBook 379, pages 779-783) it was held that the Nueces County Navigation District No. One, which district had the same ~boundariesas the county, could not tax the intangible assets of railroads and pipe line companies for the reason that such tax would not be a State and County tax. In Opinion No. b-7469 dated October 29, 1946, it was held that a junior college district which has boundaries coextensive with the county cannot tax the intangibleassets or rolling stock ofta railroad. -2551- Honorable Henry Wade - Page 7 Opinion No. C- 533 Opinion No. S-184 dated December 30, 1955, held that the rolling stock and intangible assets of a railroad are not sub- ject to taxation by the Dexar County Hospital District which is coextensivewith the boundaries of the county. We approve the holdings in said four opinions. In State v. H. & T. C. Ry. Co., 209 S.W. 820 (C.C.A. 1919) it was held that the intangibleproperty and rolling stock of a railroad were not subject to taxation by a navigation district in Harris County, even though the boundaries of the district and the county were the same, and it further said that the district had no power of taxation except as is expressly conferred upon it by the law of its creation. The Court also said: "!Pheintangible assets and rolling stock of appellee is not property 'within said district,' within the meaning of the Constitution and statutes, and, the power of the district to tax same not being expressly granted by the act of its crea- tion, the tax proposed to be levied is unlawful." In order forthe rolling stock and intangible assets of a railroad to be taxed, it is necessary that the tax be a county tax. In Dell County v. Hines, 219 S.W. 556 (C.C.A. 1920, error ref.), the Court di ti I h d the H & T. C. Ry. Co. case above mentioned. Th: f"a%ss% that case are that Be11 county, under the constitutionalprovision, Article III, Section 52 and Act of 1907 (Article778a, et seq., V.C.S.), voted bonds for the constructionof roads and since the tax thereby became a county tax, the Court held that the intangible assets and rolling stock of railroads are subject to taxation. In this case, Bell County.alonehad voted bonds under the same act as the two counties in the case of S.W.2d 81 (Tex.Com.App.1933), case said: 'We do not think that the case of State v. Railway Co., 209 S.W. 820, is an authority as to the issue involved in this case. That was a suit to collect taxes for the use and benefit of the Harris county Ship channel navigation district, on the intangible,assets and rolling stock of the railway company which had been apportioned to Harris county. The boundaries of the navigation district -2552- . Honorable Renry Wade - Page 8 Opinion No. C$33 were the same as the boundariesof Harris county, but it was not Harris county. On the contrary, it was a body corporate,a separate legal entity, capable of suing and being sued as such. In that case the court held that, while the Legislature might have authorized the district to levy a tax on the intangibleassets and rolling stock of the railway company, it had not done so, for the reason that it had,autho- rized the tax to be levied upon property 'within said district'; and, while recog- nizing the power,of the Legislature to fix the situs for taxation of all personal pro- perty, as it had not fixed the situs of rolling stock and intangible values for taxation for district purposes in any dis- trict, the navigation company had no power to tax such property. Reference is here made to the case above referred to, and 'theauthorities there cited, for a full discussion of the question of taxing in- tangible assets and rolling stock. "For the reason that we have concluded as a matter of law that the road bonds issued by Bell county were county bonds, issued for a county purpose; that the tax levied by the commissioners1court is a county tax, and that the intangible assets and rolling stock of appellee apportioned to Ball county for state and county taxation are the property of such county for the purpose of taxation, the judgment of the trial court is here reversed and judgment is here rendered for appellant." In State v. T. & P. Ry. Co., supra, the Court said: The standard by,which such appor- tionment'ik to be made by the board is pres- cribed in the act. .l&econclusionreasonably follows that, by these apportionmentprovisions of the statutes, the Legislature intended that such apportionment,when made as prescribed, would fix the situs of each portion in accord- ance with the allocationmade by the board. It is quite true, as contended by counsel, that 3?i -2553- . Honorable Henry Wade - Page 9 Opinion No. C-533 the intangible tax law, it is provided in effect (article 7105) that intar pay the bonds, there provided for, shall be levied 'against the property in each of the counties, respectively.' Thls language, in the connection used, plainly comprehends all property situated, either actually or by operation,,oflaw, in any of the counties as such. (Emphasisadded.) The opinion concluded as follows: "As regards the value of the rolling stock which under the provisions of artiole 8, j$8, of the Constitution, and of article 7169 of the statutes, was apportioned by the state comptroller to El Paso county, the situs for taxation purposes became fixed in that county. The reasons upon which this conclusion is based are substantiallythe same as those upon which our conclusion res- pecting intangible assets is based. In both instances, the situs became fixed in the county at large, but not, of. course,,,inany particular portion of the county. We believe that the Court in the T. & P. case correctly held that the railroad was liable for the tax on its intangible assets and rolling stock and further believe that it could also have held that the tax was a county tax as held in the Bell County case above mentioned. We believe that this is pmly the reason the Supreme Court .onlyaQQroVed the judgment, and not the opinion, of the Commission of Appeals. The Supreme Court refused writ of error in the Bell County case. -2554- . Honorable Henry Wade - Page 10 Opinion No. C-533 The Constitution,Article III, Sec. 52, reads in part as follows: f, . . . under legislativeprovision any county, any political subdivision of a county, any number of adjoining counties or any political subdivision of the State or any defined district now or hereafter to be described and defined within the State of Texas, . . . uQon,a vote of a two-thirdsmajority of the resident property taxpayers voting thereon who are qualifiedelectors of such district or territory to be affected thereby, in addition to all other debts, may issue bonds or otherwise lend its credit in any amount not to exceed one fourth of the assessed valuationof the real property of such district or territory,except that the total bonded indebtednessof any city or town shall never exceed the limits im- QOSed by other provisions of this Consti- tution, and levy and collect such taxes to Qay the interest thereon and provide a sinking fund for the redemption thereof, as the Legislaturemay authorize, and in such manner as it may authorize the tame, for the following purposes, to wit: The Constitutiondoes not say that the two counties con- stitute a district, but says that each county may vote bonds and levy a tax for the same. This clearly shows, as held in the Eel1 Count that if the county issues the bonds, the tax Hor paymen CtEiof is a county tax. The original enabling act under the above provision of the Constitutionwas contained in the act of 1207, page 249, and only authorized the bonds to begissued by a county or a political subdivisionof a county. A later act of 1909, page 271, amended the 1907 act so as to add "district,,,now or hereafter to be described and defined, of a county. The original act of 1907 with the changes made in 1909 were carried forward as Article 627, R.C.S., 1911. It was not until 1927 that a separate act which is now Article 778a - 7781, V.C.S., authorizesbonds to be issued for roads by "any number of adjoining counties" and provides that the counties are authorized to issue bonds for suCh,,Qur- poses and "to levy and collect annually ad valorem taxes to pay for the same. It IS, therefore,relevant to notice that both the Constitutionand the Act of 1927 provide that the -2555- Honorable Henry Wade - Page 11 Opinion No. C-533 counties are authorized to levy the taxes to pay for the bonds. We submit, therefore, that under the reading of the Constitution and the first section of the Act, it is clearly provided that the tax for the payment of the bonds is a county tax. It is true that other sections of the 1927 act provide for what is denominateda "road district ComQoSed of two or more adjoining counties' (Articles778b, et seq.). However, even though the area of the adjoining counties are mentioned in the act as 'districts" , yet it is clear that it is intended that the tax levied to ay the bonds is a county tax as shown by Section 9 (Art. 7781 P which reads as follows: "The amount of the bond tax to be levied annually shall be determined by the commis- sioners' courts of the respective counties before the period at.which the annual levy of taxes is made in the counties composing said district, an-the of the tax levied against the property in each of the counties, respectively,shall be levied by the commissioners'court of sumnty at the same time and in the same manner that other taxes in such counties are levied, and the levy and collection thereof shall be governed by the same laws that govern the levy and collection of county taxes. . . ." (Emphasis added.) We submit that it is clear that the tax provided for under the 1927 Act for adjoining counties, even though called a district, is a county tax and that the Court properly held that the railroad was liable for the same as the district was Composed of El Paso and Hudspeth counties and could have given that reason for its holding. It was the 1927 Act that gave the two counties authority to levy the tax. This, then, brings us to the question as to whether the Act authorizing the creation of the Dallas County Junior College District which has the same boundaries as Dallas County authorizes the district to tax the intangible assets and roll- ing stock of railroads. This requires an examination of the Junior College District Act. The statute authorizing the crea- tion of Junior College Districts is found in Article 2815h, V.C.S. Section 17 of the Act authorizes the formation of County Junior College Districts in counties which would include Dallas County. . -2556- Honorable Henry Wade - Page 12 Opinion No. C-533 Article 2815h-3b, Section 1 provides that the governing boards of all public Junior Colleges have power to issue bonds for the District and further provides that the total amount of tax levied shall never exceed One Dollar ($1.00) valuation of property "In the Junior College District". Section 2a under the same Article provides for an annual ad valorem tax not to exceed One Dollar ($1.00) rate of taxable property "within the District" for the maintenanceof schools and further provides that the amount of maintenance and bond tax "of the district" shall never exceed the rate of One Dollar ($1.00). Section 22 of Article 281531 provides that all taxes levied for County Junior College Districts "shall be assessed and collected in the manner provided in Section 7b and 7c.' (A foot- note to this Article, page 637, V.C.S., states that this Section probably should read 'Section7a and 7b'!. This is true for two reasons, to wit: There is no "Section 7~“. There are two Sections "7a" at page 627 but the first applies only to districts operating prior to October 1, 1936. Therefore, we will look to the other Section 7a and also to 7b.) Section 7a provides for assessing and collectionof taxes by the Assessor and Collector 'of the District", and for the Board of Education to appoint a Board of Equalization to equalize the value of all property subject to taxation "in said District". Section 7b (c) provides that where a district has the County Assessor to assess the taxes that it may be assessed at a 'gr%atervalue than that assessed for county and State and in such cases the Assessor shall assess the i3isF9 or said district on separate blanks furn+shed by said district and prepare the rolls for said district . (&Qhasis .m This shows that the tax is not for a county tax, or it would not and could not have separate values and separate rolls. We see, then, that under the authority of the above H. & T. C. Ry. Co. case, the intangible assets and rolling stock of a railroad are not Droverts within the junior college district even though the boundaries-ofthe district are the - same as the county boundaries, for the reason that in each of the Articles above mentioned, it is not provided for the taxation of property "in the county" as was done in the Act of 1927 and county wide bonds. For this reason, the decision in the T. & P. Ry. case has no applicationwhatever to junior -2557- ” . Honorable Henry Wade - Page 13 Opinion No. C-533 college districts, even though the boundaries of the county and the district are the same. The statutes do not "in effect", as stated in the T. & P. Ry. case, authorize the levy of taxes against all property "in the county", for the reason that the ttatutes provide only for the levy of taxes "in the district. As stated by the blT.& P. Ry. case, the situs of the rolling stock and intangi e assets of a rallroad are liable only for state and county taxes unless there is some other act in addition to the original act authorizing the taxing of such property for other than State and County taxes.- SUMMARY ---s--s Answering questions pertaining to Dallas County Junior College District, created pursuant to Article 2815h, V.C.S. on May 25, 1965: 1. It may contract with the Tax Assessor and Collector of Dallas County to assess and collect its ad valorem taxes. 2. The fees and commissionsof such Tax Assessor- Collector for his services are 14%for assess- ing and l$ for collecting. 3. The District may levy and collect taxes for the year 1965. 4. Said District does not have authority to tax the intangible assets of railroads and other companies mentloned in Articles 7105 and 7105a, V.C.S. 5. Said District does not have authority to tax the rolling stock of railroads. 6. No opinion is expressed as to the taxation of rolling stock of other transportationcompanies. 7. Attorney General's Opinion No. C-458 (June 21, 1965) is hereby withdrawn and this opinion is substituted in lieu thereof. Yours very truly, -2558- Honorable Henry Wade - Page 14 Opinion No. C- 533 HGC/fb APPROVED: OPINION cOmT!t!EE W. 0. Shultz, Chairman Kerns B. Taylor Paul Phy John Banks J. C. Davis APPPOVED FORTHE ATTORNEY GENERAL BY: T. B. Wright -2559-