Untitled Texas Attorney General Opinion

~'~EA~TOFZNEY GENERAL OP TEXAS AUSTIN m.TEIxAB WILL WILSON A-- GENERAL October 25, 1961 Honorable J. S. Grlsham Opinion No. WW-1172 Criminal District Attorney Van Zandt County Re: Refund of taxes paid Canton, Texas upon land subsequently determined to be a part Dear Mr. Grlsham: of the public domain. We are in receipt of your letter In which you request an opinion regarding the following facts stated In your letter as follows: "Where owners of land in Van Zandt County had fenced, occupied and believed that the lands so included in their enclosure belonged to them over a period of years and which was rendered by them for taxation, in some instances, and in other Instances, It was assessed by the collector as belonging to them and which taxes were paid by them on said la@s up until recently, when It was discovered that such lands were not In fact owned'by them'but was either excess or vacant lands belonging to the,State,but upon which they had paid ad valorem tax for several~years and on some of the tracts, which was not homestead, they had paid State tax as well as County and school and on other tracts designated as home- steads, they had paid taxes as for County and school, but not State and in which, In every instance, the Tax Collector had made property distribution of such tax fund so paid them within the last two or three years, when It was found that it was excess or vancant lands and they purchased same from the State and, of course, they continued to pay State and County taxes thereon, but the question here to be determined, Is as to whether or not the County can refund these taxes so paid on the land while it belonged to the State and during which time no taxes were due and if so, whether this refund to the Individual be payable by the,,Tax Collector or separate funds of the County. Honorable ;. S. Grlsham,.page2 (WW-1172) In your request, you refer to an attached letter from Honorable Truett Mayo, County Judge of Van Zandt County, which states, In part: "I have had Inquiry from taxpayers regarding refund of taxes paid by those individual owners on acreage thought to be excess but later determined to be vacant land by the Land Commissioner." In view of Judge Mayo's letter, we are assuming that the land In question Is "vacant land." Excess lands are not vacant lands and are treated by the Court as sold lands segregatedfrom the public domain. Foster v. Duval County~RanchCo., 260 S.W.2d 103 (Civ.App.,19~53) Vacant unpatented land Is wholly outaide the taxing jurisdictionof counties. Your request shows there +re ,seVeraltaxpayers as well as several tracts of land involvdd. Sonictracts seem to have been rendered and some asseseed for taxation. On some tracts, County, school, tid State taxes were paid and on some, only County and school taxes. We are unable, on th@,facts submitted, to deter- mine the status of any particulartract or the taxes paid thereon. However, we set out what we believe to be the applicable law. We enolose Attorney General's Opinion No. o-6282 (1945) which contains an excellent treatment of the law ,regardlngretids of taxes. As pointed out, refund of taxes may be mad~eonly upon a showing of.(l) fraud, (2) duress, and (3) mistake of fact. However, Oplnlon,No.o-6282 quotes from 61 C.J. 991 in part as follows: It Is otherwise where the mistake 1; &aie by the taxpayer himself, and Is the result of his neglect of some legal duty, or where the facts whloh would have shown the mistake were within his oWn possession or within his reach." That opinion also shows that the Intention of the parties must be examined In situations such B'sthese. Your request does not.ralse an lmplloatlon of either fraud or duress; we shall'assumenone exists. Honorable J. S. Grlsham, page 3 (WW-1172) ' The location, on the ground, of boundary lines of States, Counties, political sub-divisions,land patents and all land field notes Involve a fact finding determination. This was recognized In the case of Frost v. Fowlerton ConsolidatedSchool District, 111 Sm 734 (Clv.App., 1937) wherein the Court held that a warrant issued to refund taxes paid on land under the mistaken belief that the prope,rty'was within the boundaries of the taxing school district was a valid obligation of the school district. The Court stated: "The payment of the tax, by Masterson through a mutual,ml~stake,on property not within the school districtwas not a 'voluntarypayment' within the rule deny- ing recovery for taxes Raid voluntarily and without compulsion. Whether such a mutual mistake of fact exists sufficient to allow refunds of the taxes paid requires factual determinationsupon which this offloe cannot pass. However, assuming the taxpayer can establish a mutual mls- take of fact, the taxes remltted to the County and the school districts could be refunded; County taxes from the general fund and school taxes from the school's general fund. Taxes remitted to the State could be refunded, but only pursuant to a specific legislativeappropriationIn compliance with Section 6, Article VIII of the ~Constltutlon of Texas. SUMMARY Taxes paid on land later determined to be vacant public land may be ~refundedto the taxpayer If such payments were made under (;~kr$d~a~~) duress, and (3) mutual mls- . Very truly yours, WILL WILSON TIM/jas Honorable J. S. Grisham, page 4 (WW-1172) APPROVED: OPINION COMMITTEE W. V. Geppert, Chairman Riley Eugene,Fletoher Joe Osborn Coleman Gay, III Henry Braswell REVIEWED FOR THE ATTORNEYGENWAL BY: Houghton Brownlee, Jr.