Untitled Texas Attorney General Opinion

- Honorable Robert S. Calvert ,, Opinion No. WW-1111 Comptroller,of Public Accounts Capitol Station Re: Whether, under the sub- Austin, Texas mltted facts Houston Pipe Line Company has been engaged in operating a "Gas Works". . ."for ;;E;$ sale and distrlbu- so that lts.Pece$pts are t&cable under Art, 7060, V.C.S., and related Dear Mr. Calvsrt: question. You have asked three q#!stlons concerning the application of the grobe &metptCr tax provided for under Article 7060, V,0,8,, (now Artiole 1X.03, Title 122A, Taxation-General) ,to ~&$a+lz$opens@ions of the Houston Pipe Line Company, in oonneo- tion w%%,han audLt of thid oofftpany ky your office. Specifically, asked and the statement5 of fact furnlahed relate ths i#.at?$tlGlld $0 cSz%4in opex%tions .of.HGu&ton..Plpe.Llne Company during the audited period ln the lncorpora%d ace88 of Texas City and : Hou#ml. WiM re'eferenceto the&i facts, you ask the following: ~"'Your opinion 15 requested a8 to whether or not under the facts'sub- mitted, Houston Pipe Line Company has been engaged In operating a 'gas works' . 0 .I'for local sale and distribution t at Texas City so that its re- ieipis are taxable under Article 7060, Texas Civil Statutes, now Article 11.03, Title 122A, Taxation-Qeneral. "Two questions arise concerning Houston Pipe Line Company's business In Houston. "First: In view of the definition of ‘gas works' as used Article 7060, R.C.S., in the Eddlns-Walcher Butane Company v. Calvert, 298 S.W.2d 93, 96 (Texas Supreme Court,.1957), as I. . . a plant where gas Is manufactured or processed ,I or 1. .the system of mains and iaierah by m;ans of which the commodity Honorable Robert S. Calvert, Page 2 Opinion No. WW-1111 Is usually delivered by a gas distributor to the premises of customers. . .: can the sales of gas by Houston Pipe Line Company through facilities owned, operated, managed and controlled by Houston Natural Gas Corporation be considered In determining whether Houston~Plpe Line Company Is subject tomthe tax? "Second: In the event the first question Is answered in the affirmative, are these 'few instances' of gas delivered sufficient to subject Houston Pipe Line Company to the tax for the periods In question?" 1. It appears that prior to November, 1956, Houston Pipe Line Company and Houston Natural Gas Corpqratlcn were unrelated corporations having different stockholders, officers and directors. Houston Pipe Line Company had been the prlncl.palsupplier for Houston Natural Gas Corporation, making city gate deliveries to 'Houston Natural Gas Corporation at several citl.esIn Texas. During this time (up until November, 1956) the relationship between Houston Pipe Line Company and Houston Natural Gas Corporation was purely contractual In nature. 2. In November, 1956, Houston Natural Gas Corporation.pur- chased Houston Pipe Line Company from Atlantic Refining Company. :AlthoughlOO$ of the stock was purchased, Rouston Natural Qas Corporation's acquisition took the essential.form of a purchase of assets, by means of the formation of a new .?cm.pany, first chartered in 1956, with the former Houston Pipe Line Company surrendering Its charter, dissolving and going out of business, and the new company, subsequently changing lts name to the abandoned name "Houston Pipe Line Company" then remaining with the former business and assets of the previous Houston Pipe Line Company. 3. Houston Pipe Line Company, both as present3.yconstituted and historically, Is a."gas transmlsslon lir~e. q,.s.ervin$varlous gas distribution companies and Industrial cuetcmers. . . . Thus, it appears that Houston Pipxlne Company,plcks ';lpnatural gas at the well head and from gas gathering systen;.s.and carries the gas so gathered by long line, large diameter, high pressure pfpe- lines to city gates for delivery to Houston Natural Gas Corpora- tion and other gas distribution companies. 4. In addition to Its city gate dellverles to gas distribu- tion companies, a substantial part of the br?slressof Houston Pipe Line Company conslats of selling gas in large quantities to industrial and chemical plants located alorg its lines in the Honorable Robert S. Calvert, Page 3 Opinion No. WW-1111 Texas Gulf Coast area. In making these sales, Houston Pipe Line Company employs laterals from Its high pressure main Ilnes, rather than an extensive grid system of low pressure gas mains and services. It does not odorize the gas in question nor does It assume the duty of serving all customers on its lines desiring service. Houston Pipe Line Company competes for this business with other gas transmlsslon companies, and with alternative fuels such as fuel oil, etc. Houston Pipe Line Company sells Its gas by negotiated contract rather than by published rate schedules; obtains no franchises from cities and towns touched or crossed by Its transmission lines, and submits to no city or local regulation of Its rates on these Industrial sales. Reports to the Railroad Commission of Texas by Houston Pipe Line Company are made as required of gas transmission companies, rather than those required of gas distribution companies. 5. Since 1947, the corporate limits of Houston and Texas City have been extended so as to bring certain Industrial plants served by Houston Pipe Line Company Into the city limits. By contracts entered Into by and between Houston P!.pe Line Company and Houston Natural Gas Corporation, (in 1450, prior to their affiliation in 1956) a "transportation fee representing the 'salesprofit on a number of such,~ustomers was transferred from Houston Plpe~Line Company &Houston Natural Gas Corpora- tion; together.,&th the duty to read meters, make service caLla, change and.tiomputecharts, etc. Thereafter, Houston Natural 'Gas Corporation has paid the tax due under Art. 7060 on ,the eiilesto these customers--limited, however> In some instances, 'to-the 'sales profit" or "transportation fee" received by it. The agreements in questionhave been continued in force following the events of November, 1956, related above. 6. The contracts between Houston Pipe Line Company and Houston Natural Gas Corporation are questioned. The second question of your request asks whether the sales to customers transferred from Houston Pipe Line Company to Rouaton Hatural Gas Corporation by the contracts in question can be considered In determining whether Houston Pipe Line Company la subject to the tax. Answering this question first, we are of the opinion that these contracts,.. being based upon what appears to be sufficient consideration and having been entered Into when the two companies were unaffiliated and at arms length, are not subject to question. -However, in the view we take of the law, even an affirmative answer to this question would not make Houston Pipe Line Company subject to the tax on Its sales inside the City Limits of Texas City and Houston during the periods In question. Honorable Robert S. Calvert, Page 4 Opinion No. WW+llll Your request for an opinion quite properly recognizes that the recent Supreme Court opinion, Eddlns-Walcher .Butane Company v. Calvert, ,156 Tex. 587, 298 S.W.2d 93 (1951) IS of controlling Importance in this matter. This opinion Clearly shows that it la not the number of customers In a city, but the type or kind of buslneas conducted, which determines whether the tax imposed by Art. 7060, V.C.S., applies. While this opinion might well end with this observation, It may be helpful to review the legislative history of Article 7060 and a number of cases in which the dlstlnctlon Is recognized between the operation of a local gas distribution plant, on the one hand, and a gas transmission system incidentally making Industrial sales of gas along Its line, on the other hand. Under the statute the question la whether.Houston Plpe~Line Company has been engaged, In the cities of Houston and Texas City, in-the occupation of "owning, operating, managing or controlling any gas. . *works. . .located wlthln any Incorporated town or city in this State, and used for local sale and dlstrlbu- tlon In said town or city. . ." (Formerly Artlc1e.7060 Texas civil Statutes; now Article 11.03, Title 122A, Taxatlon&neral, Texas Civil Statutes). In Eddlns-Walcher Butane Company v. Calvert, 156 Tex. 587, 298 S.W.sd 93 (1957) ,Art. 7060 V.C S was held not to apply to nmerous sales of'gas inslde'the ioriorate limits of a town" unless such sales were accomplished by means of ". . .A plant where gas Is manuEactured or processed. . <' or.,". of mains and laterals by means of which the commodity la usua y l --k P delivered by a gatsdistributor to the premises of customers. . ,'I. In that case, the Supreme Court held that a butane distributor, delivering butane to the premises of Its customers Inside the city llmlts by means of trucks, did not owe the tax. Attorney General's Opinion No. 0-3776 of August 1, 1941, mentioned as authority In Mr. McKlnzle's letter dated September 23, 1960, was overruled by the Court. fin Utilities Natural Gas Company v. State, 133 Tex. 313, 128 S.W.2d 1153 (1939) the Texas Supreme Court held that sales by a long line, high pressure pipe line transmission company to an electric power company inside Victoria, as well as to a local distributing company, did not make the transmission company a company which was Itself engaged In "local sale and distribution". It should be noted, additionally, that In Thompson v. United Gas Corporation, 190 S.W.2d 504 (Tex.Clv.App., 1945 , err.ref.1, in deterninIn# the app1lcabillty of Article 6060, V.C.S., commonly known as the pipeline tax", the Court recognized olearly the division of the gas Industry Into three distinct occupatlons-- severance and gathering, transportation or transmlsalon by plpe- line, aad local distribution. Honorable Robert S. Calvert, Page 5 Opinion No:WW-1111 In Dallas Gas Co. v. State{ 261 S.W. 1063 (Te~.Cfv.App., 1924) err.ref the meaning of 'gas plant" under the statute In force prior to'the passage of Art. 7060, V.C.S., was held to contemplate the operation of a public utility regulated by the municipality. In upholding tt%@onstitutionality of the tax Imposed by that statute, the C&rt held (261 S.W. 1063, 1069): "But the occupation of operating a gas plant is one possessing characteristics peculiarly applicable to Itself, and in no sense similar In character to that of sellinn real estate. Such business is Usually recognized as a public utility bver which munlclpalitles, as in the instant cashY exercise powers of regulations. Its very nature. to enable its successful economic operation, demands a monopoly In its community." That.'!J.ocal sale and distribution" has the meaning of public utility setirlngall comers, Including Individual consumers has been clearly recognized by the Attorney Generali In Opinion ~~-810, dated March 4, 1960. In discussing the Eddins-Walcher case, this opinion states: : "The definition of 'dlstrlbutlon',was added to by Eddlns-Walcher But v..Robert S. Calvert 156 T -2a 1x-i an o,",:; Walker, the Texas SuljremeCourt held that the te* ‘gas works'; as used In Art. 7060, V.A.CI;G.,meant (1) an establishment in which gas is manufactured,-produced or processed, or (2) a distribution system consisting of pipes through which gas flows and is delivered to the premises of consumers. In light of these two cases, It Is submitted that ldlstrlbution' means transfer or possession of gas to various consumer individuals or concerns in an Incorporated city or town. . ." In City of St. Louis v. Mississippi River Fuel Corporation, 97 F.2d '*r 2b .A. ,orporatlon, a high preesur; trans&slon line having some 19 Industrial customers in the City of St. L@@a under contract, was, never- theless, held not to be engaged in "distributing and selling. s s gas. . .for public use" within the meaning of a taxing ordinance of the City of St. Louis. The 8th Circuit Court of Appeals held, In affirming a judgment In favor of the gas company (97 F.2a 726, 730): Honorable Robert S. Calvert, Page 6 Opinion No. WW-1111 "We conclude that under Missouri law.the term 'for public use,' as used In the ordinance under consideration, means the sale of gas to the public generally ana indiscriminately, ma not to particular persons upon special contract. This construction of the phrase Is the one generally understood ana applied." The Court of Appeals thus adopted the same reasoning as the Texas Court In Dallas Gas Co. v. State, supra (261 S.W. 1063)-- that the operation of a gas plant requires a public utility operation; not simply sales to particular persona upon special contract. The same holding was made with respect to the Mlssisslppl River Fuel Corporation even following an amendment of the taxing ordinance so as to tax the "selling or distributing of. . .gaa .for heating, lighting ~power and refrigeration" and deleting ihe words "for public use.' Mlsslsaippl River Fuel Corporation v. City'of St.'Louls, 57 F.Supp. 549 (E D M 1944) In this second Misslsslppi River Fuel case, the*&ur~'~eld (5j F.Supp. 549, 563): "In the gas Industry the orcfinary,. ana usual clasf3lficatlonas to purposes for tilch gas is 00ia is domestic, commercial ana Lndustrial. II . . . . "When a legislative act Is passed with reference to a particular trade orbusiness and words are used which those conversant with,the trade or business know and understand and have a particular and definite meaning, then the words are to be construed as having that particular and definite meaning, though such meaning may differ from the ordinary meaning of the words." Incidental deliveries of gas or electric power by companies whose nrimars business Is not dlstrlbutlon. will 'not be held to constitute distribution. State v. North Itasca Electric Co-op, 78 N.W.2d 54 (Mlnn.',1956). In that case the Court held an Electrical Co-op operatiug a high-voltage transmission~llne between two main points, but which also made deliveries to two sub-stations along the way, was not engaged In "dlstrlbutlon" of electrical power, but was a “~nsmisslon company". The Court... said: Honorable Robert S. Calvert, Page 7 Opinion No, WW-1111 "The distinction between the terms transmission lines and dlstrlbutlon lines as used in sections 273.42 d 273 41 lies In the primary objectlg and purpose for which the ll ia used. It i8 apparent that the prlmary?bj tlve and purpose of the 22,000-volt lineek question Is the transfer of large quantities of electrlcal energy in bulk to locations from which It may be distributed or allocated to consumers by means of other lines. Accord- ingly, we hold th t th line In question la a tranamlsslonallnee . ." In this connection, Attorney General's Opinion No. W-909, dated August 29, 1960, has recognized that the occupation of the taxpayer la the crucial test for appllc the statute. Such opinion held that incidental distribution of gas In a "few Instances" by the Air Force at a base located inside the city limits of a town does not make such facility one engaged in local: sale and distribution so as to occasion a tax under Art..7060, V.C.S. In the light of the foregoing authorities, the question of whether a transmission company's sales within the lnco orated limits of any city or town oonst'ltuteause of a,"gas,woITks" engaging In 'local aale and distribution" cannot be answered merely by counting the number of Its customers. .In none of the authorities discussed above has the number of customers, by Itself, been deemed significant except that under no clrcunstancea can a sale and delivery to one customer make the seller liable for the tax. Utilities Natural Gas Company v. State, 133 Tex. 313, 128 s.w.2a 1153 (1939). It appears affirmatively from the facts furnished to us wlth your opinion request that the occupation of Houston Pipe Line Company In the cities of Houston and Texas City Is that of a transmission company and not that of a local di8trlbutlOn company as those distinct categories are recognized In the authorities cited above. For example, Houston Pipe Line Company (1) maintains high pipeline pressures on gas crossing into city limits to point of delivery; (2) has no "mains or services" or "system of mains and laterals by means of which the commodity Is usually delivered by a gas distributor to the premises of customers" or other net- work for wide-spread dlstrlbutlon of gas; (3) does not odorize its gas; (4) obtains franchise from,the City of Houston or the City of Texas City; submits to no local regulation of Its rates ana pollclea; makes the sales In question competlvely upon negotiated contracts rather than by published rate schedules, and (7) In no manner holds Itself out as a public utility to.serve HonorableRobert 9, OUvert, Page 8 pi, Opinion Ho. NU-1111 lnalvl&ualoonemers ee would be absolutelyneoessaryfor a distributionoompanyand a oondltlonof Its franohiso. SUMMARY HoustonPipe Idne Companyhae,notbeen engagedin opeatlng a "gas works. . .?or local sale and dlrtrlbutlon.. ." at Texas City ur4 Houstonanil,therefore,Its reoelptsfrom its sales OS gar thereinare not taxableunder . Artiole7060, V.&S. Yours very truly, WIIJJWIMON AttorneyGeneralof Texas B JIiB:an. APPROVRD: _ OPINIONCOMHIT'I'RE: Henry Bras%ell,Chairmen Grady Chandler Elmer McVey John C. Stelnberger Fred UerkentMn FORTRBATl!OBgXQ- : HoughtonBrownlee,Jr.