Untitled Texas Attorney General Opinion

~KEATII-ORN~Y GENERAL OF v?JcuAs AUWTIN 11. TExAe February 1.6, 1949 Hon. William N. Hensley Criminal District Attorney San Antonio, Texas Dear Mr. Bensleyr Opinion No. V-776 Rer Several quest Ions relating to ren- dition and assess- ment of property for ad valorem taxation. You request the opinion of this office upon the questions set out below as follows: “(1) What Is the percentage of the fair cash market value of property upon which a taxpayer may make a sworn rendl- tion* In other words, can the taxpayer legally render his property at, say, Flg*percent of the fair cash mai%et “(2) Should the Tax Assesso? ad- vise persons making renditions th.:ct the rendition must be on the true and full value that Is to say, the fair cash markei value of the property? Is It the duty of the Tax Assessor to tier to the Board of Equalization such r endltions as are not made at the fair cash market value? “(3) At what percentage of fair cash market value may the Tax Assessor assess unrendered properties when he makes his assessment on such unrendered properties? “(4) At what values can the Board of Equalization set the assessed values of property before them for consideration? May the Board of Equalization set a value of less than the fair cash market value? Hon. William N. Hensley, Page 2, v-776 What Is the effect of the ‘uniformity! pro- vision of the statutes? In other words, may the Board set a value on a particular piece of property at the fair cash market value while the standard for property as- sessments generally Is at forty percent of the fair cash market value?” We shall not attempt to answer your questions categorically, for as we perceive your primary concern is: What significance is to be attached to the several constitutional and statutory provisions pertaining to the value at which property is to be assessed for ad valorem taxes? Preliminary to our discussion of this ques- tion, it may be observed that the duties of the tax- the Tax Assessor-Collector and the Board of gt%&ation have been definitely’deflned by statute. An excellent summary from which may be gathered the narrw function of an “assessment ‘I Is contained in the case of Cracker v. Santo Consolidated Independent School District, 116 S.. W. (2d) 750 (C.C.A. . . . 1938) expressed in the following language: “Some confusion Is manifest. . . regard& ing the nature and functions of renditions of property and assessments of property, particu- larly manner of listing or otherwise evidenc- ing rendition and assessments. “It should be borne in mind that a tax- payer never assesses his property for taxas. Not even a commissionerst court has author- ity t0 a0 that. The assessment of property Is peculiarly the duty and responsibility of a tax assessor. The jurisdiction of the com- missioners’ court with r eference to assess- ments Is confined to raising or lowering assessments as incident to Its duties as a board of equalization. It has no power to add property to the tax rolls not previously assessed, nor to take property from them . . . ‘#The taxpayer lists or Inventories pro- perty by describing it and placing a value upon same. He may make the list himself, or merely furnish the information to the assessor. If the assessor agrees to the rendered valua- tions he the assessor, makes the rendered valua 4 ion the assessed valuation, or, If he Hon. William N. Hensley, Page 3, v-776 does not agree, he Is required to note the assessed value on the same list, subject in either case. to final action bv the board of equalization as to &sing or low- ering it. B. S. 1925, Art. 7211. Thus the r enditlon lists become also assessment lists. When after legal levy such assess- ment lists are corrected and approved by the board of equalization the liability of a taxpayer is thereby fixed.” In addition to the provisions .of Article 7211, v. c. s., other statutory provisions direct the Assess- or-Collector to transmit to the Commissioners’ Court, sitting as a Board of Equalization, assessments of ren- dered and unrendered property which have been made to him. After the .Board of: Equalization has equalized the values, the Assessor-Collector then proceeds to assess ;llcuniSendered property as required by Article 7218, . * to prepare rolls or books of all rendered or &rende&. real and personal property as required by Article 7218 and 7219, V. C. S.; on or before August 1 to transmit to the Board of Equalization his rolls or assessment books with his affidavit attached thereto in the form directed by Article 7222, V. C. S.; and the Board of Equalization after it has examined and approved the rolls or assessment books trsnsmlt copies to the Comptroller, County Clerk and the Assessor- Collector as prescribed in Article 7224. The Assessor- Collector’s tax rolls, as finally equalized and ap- proved by the Board of Equalization and delivered, constitute the assessment upon which the Tax Collector proceeds to collect the taxes assessed by the Assessor and as equalized by the Board of Equalization., We now pass to the question in which we think you are primarily interested. That Is, the standard of fixing the value upon which taxes are ultimately as- sessed and collected. There are three constitutional provisions which should be noted. Article VIII, Sec- tion 1, of the. Constitution provides: “Taxation shall be equal and unlf orm. All pr~operty. . . shall be taxed in propor- tion to Its value, which shall be,,ascer- tained m~mav be Drovided bv law. Section 11 of the same Article provided: “And all lands and other property, . . Hon. William N. Bensley, Page 4, v-776 shall be assessed at Its fair value.” Section 20 of the same Article provides: “No property of any kind in this State shall ever be assessed for ad valorem taxes at a rester value than wair cash &JJ~ nor shall any board of equalization of any county or political subdivision or tax- ing district within this state fix the value of any property at more than its market-” The following statutory provisions also deal with the quest ion of value. Article 7149 provides in partz “The term ,ltrue and full value f wher--. ever used shall be held to mean the fair market value, in cash, at the place where the roperty to which the-m is applied shal P be at the time of assessment being the price which could be obtained {herefor at private sale, and not at forced or auc- t ion sale .‘I Article 7174 provides: “Personal property of every descrip- tion shall be valued at its true and full value In money.” We think that the apparent confusion as to value which would seem to arise by these numerous statutory provisions for the guidance of tax admin- istrative officials is dispelled by the case of West Texas Hotel Company v. City of El Paso, 83 S- W. (2d) 772 (C. C. A.) holding that there is no substantial difference In 4he terms (1) market value, (2) fair market value, (3) cash market value, (4) fair cash market value, (5) reasonable cash market value, and (6) true and fu3.1 value in money, which terms appear In various constitutional and statutory provisions pertaining to value for the assessment of taxes. Since our courts have held that the various terms used in the Constitution and Statutes as a basis of value for assessing taxes are synonymous we shall use for the purpose or this opinion the 4 erm “fair , Hon. William N. Hensley, Page 5, v-776 cash market value" used in Section 20 of Article VIII of the Constitution, supra, and the term used in Article 7149, V. C. S., "fair market value in cash", which clearly are equivalent terms. Ko provision similar to Section 20 of ?rticle VIII was in the Constitution prior to its adoption ,$ugust 23, 1937, and it did not become effective under its express terms until January 1, 1939. Clearly, from the Constitutional and statu- tory provisions above mentioned, it is lawful for the Tax Assessor-Collector to assess and the Commissioners1 Court to equalize property assessments at the full cash market value. If there were not court interpre- tations to the contrary, one would conclude from the above provisions that ,this was the only legal stand- ard which could be used. However there have been numerous court decisions which hoid that the ,taxing authorities may use'8 lesser value if the standard is uniformly applied to all taxable property. Therefore, in the light of the court decisions, the taxing auth- orities are free to elect whether they will assess and equalize at the full cash market value or a lesser percentage thereof, so long as the percentage is uni- formly applied to all taxable property. It is worthy to note that Section 20 of Article VIII of the Con- stitution, which became effective January 1, 1939, does not specifically forbid an assessment at less than the fair cash market value, but expressly forbids an assessment upon a valuation greater than such value. Uniformity of assessment is the end to be achieved the absence of which is forbidden by the Constitution. Our Supreme Court so held in the case of Lively v. ?.fissouri ,Kansas Texas Railway Company of Texas, 120 S. W. 852, speakin:. through Justice r.::a;rn, in the follow- ing language: "But, as stated before in this opin- ion the wrong which was inflicted upon the appellee was not in requiring it to pay taxes upon the full value of its property, but In denying to it the equality of taxa- ;hec Constitution, % i n n cessa ilv deD n 9 yoon yniformitv of assessment." n this case the Railroad Company objected to the 10 4 o valuation upon its intangible assets for the purpose of assessing taxes against it in Dallas :. . 1 Ron. William N. Hensley, Page 6, V-776 County, which county adopted a 66 2/3$ value applic- able to property generally in the County, and in settling this difficulty, the Supreme Court said: nIn administering the remedy the court must take the course which 1s most practical to secure uniformity of valua- tion of the property to be taxed. This may be done either by Increasing the as- sessment of each property owner in the county to its full value and to collect from each the taxes upon this full value, or to reduce the assessment of the intan- ible assets of the railroad company to t 6 2/j per cent on the $100 of its assess- ed value. The court will adopt that plan which is most feasible and calculated to secure justice to the parties. . . The Court is placed in a dilemma, from which it can only escape by taking that path which while it involves a nominal depar- ture irom the letter of the law, does injury to no ane, and secures that uni- formity of tax burden which was the sole end of the Constitv~tion. To hold other- wise is to make the restrictions of the Constitution instruments for defeating the very purpose they were intended to subserve. It is to stick in the bark, and to be blind to the substance of things. It Is to sacrifice justice to it 9 incident : “It would be utterly impracticable to increase the assessment of all other pro- perty owners in Dallas County to its full value, therefore a court of equity will adopt the other method--reducing the as- sessment made by the state board tomthe same proportion of value as was placed up- on the masS of property in the county. . .” The principle laid down by Judge Brown in this case bas not been departed from but uniformly adhered to as will appear from quota 1,ions from the following cases: In city of El Paso et al. v. Howze, 248 5. W. 99 (writ of error denied), which dealt with a City Charter provision requiring rendition and as- sessment at a “fair market value”, the Court said: Hon. William N. Hensley, Page, 7, v-776 “Then assessor a@ ,collector oft the city of El Paso is ~the office* tiji6ri whom is impo.sed the duty of making’the ini- ;p;t;:;uatlon of property r~endered for The .law, has established the ,~ basis o?‘the’ valuation td be “its true and full value in money” .(article ‘753’0, R. S.:) or as it is termed in article 7569. 6. S.,: “its reasonable cash mar- ket value. n “in the valuation of property the function of the city council is limited to that of a board of equalization.. When exerci,siag such function, it has the authority not only to equalize val- ues but to see that all property has been assegsed at its falr market :value. But before such board can increase the value of property theretofore~ assessed it must give notice to the owner and afford him a hearing. .“In this case Howse. rendered his property to the asses’sor asd that offi- cer approved and accepted the valua- tions placed thereon. This valuation by the assessor was a quasi judicial act and wasp not subject to increase except by the board of equaliaation after notice and hearing. No notice was given, 90 shearing was afforded, and without the consent of the taxpayer the valuation was changed and increased by the assessor, acting under the order of the city council made in i.ts legida- tlve capacity, on August 14th. We are of the opinion that such incregs,e was invalid. . . ~“The~. edidence- shows that for a I’& t.ime ,it. has been .the custom of the ..oltp.:t~o a&ss property. upon the basis oC.64 per cent, Of it.% ~ptual, or market ~. va$ue and the value which the assessor ‘, placed upon the plalnt$ffls property in the qriginal assessment was 6stimat.ed upon that basis.,, ‘But an assessment made by the assessor upon ,that basis . . . Hon. William N. Hensley, Page 8, V-776 when uniformly to all okE+h;nt;x.+L ;b$e FoRpert.: is not Invalid. 244 u. s. 499, 37 sup:ct: 673' 6i L: Ed:'1280 Ann. Gas. 1917s aa- Taylor v. L. % N. R: R. Co., 88 Fed.'305: 31 C. C. A. 537; Cam Phosphate Co. v. Allen, 77 Fla. 341, gl South. 503. "On the contrary it Is valid and must stand as made u&l1 corrected by the proper reviewing authority and in the man- ner prescribed by law." See also the statement by the Waco Court of Civil Appeals in Duvall v. Clark, 158 S. W. (26) 565, from which we quote as follows: "And It Is well settled that an as- sessment at less than actual or market value when uniformly applied is valid." To the same effect, the Supreme Court of the UniteilSEatg in the case of Greene v. Louisville R.R. co., u. S. 242, 1280, stated In the follow-, ing la&go** "It Is equally plain that it makes no difference what basis of valuation- that Is what percentage of full value-i ma be adopted,, provided it be applied to L 11 alike. The adoption of full value has no different effect in dlstrlbuti the burden than would be gained by ad 7 p$- lng 75 per cent< or 50 per cent, or even 10 per cent as he basis--so long as either was applied uniformly." It is therefore apparent that the custom of fixing valua