In re Assessment of Taxes, John II Estate, Ltd.

*548DISSENTING OPINION OP

PERRY, J.

The tax-payer returned for tbe year 1903 tbe following three-, items, among others:

“R. P. 5732. L. C. A. 8241. 8000 acres. Kula. Ahu-puaa of John Ii — pasture and water right.$80,000..
“Grant 6. 836 acres. Kula. Waikakalaua. do do.” (meaning “pasture and water rights”).$ 8,360.
“R. P. 5732. L. C. A. 8241. 5000 acres. Forest. Ahupuaa John Ii (exempted as a Forest Reservation under Chapter 61, Civil Laws 1897).” The-assessor accepted the first and second items as returned, made blue-pencil marks against the third and added, later in the return, an item as follows: “Water Priv. Waipio. For. Land. Annual Rent, 8000. Lessee, Oahu Sugar Co. $64000.” On June 30, 1903, the assessor wrote the tax-payer: “In accordance with Act 36, of the Session Laws of 1898, you will please take notice-that your property is assessed as follows: * * * Water Privileges, Waipio For. Land leased to Oahu Sugar Co., $64000.”' The certificate of appeal, dated July 20, 1903, and signed by the assessor (the notice of appeal is not with the files), certifies “that Jno. Ii Estate by J. A. Magoon, Esq., of this District, is-assessed for the year 1903 as follows: Value Real Estate, $144000. * * That he disputes the following items of' such assessment, viz: Real Property, $64000. * * * * And has duly appealed from such assessment. * * At the-hearing before the tax appeal court both parties proceeded on the assumption that the assessment of $64000- was on the 5000-acres of forest land claimed by the tax-payer to be exempt (counsel for the Ii Estate stated, however, that he felt doubtful as to the real meaning or intent of the assessment). Just how the tax court regarded the matter is not entirely clear. In its written decision sustaining the assessment, it described the subject of the appeal as “5000 acres Ahupuaa of John Ii at Waipio,. Ewa, returned exempt as a forest reservation and assessed at $64000”, but in the certificate, made in conformity with the requirement of §886, C.L., the appeal is said to be “from the decision * * sustaining the valuation and assessment of' the Tax Assessor, in his assessment against the John Ii Estate, Limited, as follows: Ahupuaa of John Ii (pasture land and water right) valuation $80000, assessed by the assessor $80000.
*549“Water privilege for Waipio for land leased to Oahu Sugar Company, assessed $64000, returned by owner nothing.
“Taxes payable by the John Ii Estate, Limited, increased $640 beyond the amount which would have been payable ac•cording to the owner’s return.”

The appellant contends that the assessment of $64000 was upon the whole water privilege leased to the Oahu Sugar Company and not upon the forest land and therefore can not stand, ■on the ground that a separate assessment of water rights as such is not permissible under our statutes. The assessor, on the ■other hand, contends that the assessment was upon the forest .land. The statute, C.L., §854, as amended by Act 36, Laws of 1898, contemplates that ordinarily assessments shall be made before the first day of July of each year. The assessment in this ■case was made before July 1, 1903, as is shown by the notification to the tax-payer above referred to. What the parties have said and done since the making of the assessment, simply serves to show the construction which they at the time placed upon the ■original memorandum or entry of assessment noted on the return. The presumption is that the same entry was made in the tax books or lists. There has been no amendment to the original assessment. In my opinion, the language used is not capable of the construction contended for by the assessor. The assessment is on the “water privilege” as such and not on the forest land. If the latter had been intended, the valuation would naturally have been placed against the item of 5000 acres as returned although this consideration, if it stood alone, would not be conclusive. As late as June 30, 1903, as shown by the letter of that date, the assessment was construed by the assessor himself as being on the “water privilege” and nothing to the contrary is to be found in his certificate of July 20. The water privilege assessed would seem, further, to have been that only to which the forest land is made subject by the lease, but this particular point need not be definitely decided for, as will appear later, it does not materially affect the result.

The lease relied upon by the assessor to sustain his valuation .grants to the Oahu Sugar Co. for the period of 58 years from *550March 31, 1899, for an annual rent of $8000, the right at alb times during the term “to enter upon and to pass over all lands, now belonging to or controlled by the party of the first part, situated in the District of Ewa, Island of Oahu (including the-Ahupuaa of Waipio) which are situated above 650 feet above sea level; that is to say, all lands mauka of the lands heretofore-held by the party of the second part under lease from the party of the first part; and to bore, dig, tunnel and explore for water-in any manner on said premises; and also to construct and maintain all such dams, reservoirs and other works for the obtaining, developing or storing of water as to the party of the second part, may seem expedient; and also to construct and’maintain upon, over or through said premises all such wells, ditches, tunnels, flumes, pipe lines, bridges and conduits for the taking and carrying away of said water as to the party of the second part may seem best; and also to take, convey away and use all water found’ upon the premises hereinabove referred to, and also all water-which may hereafter be obtained upon said premises, in consequence of the operations of the party of the second part or otherwise, except as below reserved; to or upon all or any lands now or hereafter in the possession or under the control of the party of the second part for irrigation and domestic purposes and to generate electrical and other power and to construct power works for such purposes on the lands of the party of the first part above referred to, and to conduct such power over lands of the party of the first part for use only however on the premises of the party of the second part for the manufacture of sugar and other purposes incidental thereto, with the full right to first store and impound such water or not as the party of the second part may see-fit ; and also to construct all such works and to do all acts in such number,’manner and location as to the party of the second part may seem best; and also to have and enjoy all such roads and right of way as may be necessary for any of the above purposes;. and also to take and use for such purposes such soil and rock’ upon said premises as may be necessary.” Both the 8000 acres, of pasture land and the 5000 acres of forest land, as well as the-*551836-aere piece for the remainder at least of the term of a certain, lease of it formerly held by the Ii Estate, are subjected to the rights so granted. By the terms of the instrument it is expressly agreed “that said party of the second part shall hold harmless and indemnify the said party of the first part for all loss or damage that it may sustain by reason of claims of riparian owners on account of the taking or diverting all or any portion of the water as hereinabove provided”, — in other words no water rights are granted other than those belonging to the lessor.

Eights such as those granted by this lease are taxable property. If held in fee, they are land and real property within the meaning of Section 818 of the Civil Laws; a reversionary interest in them would come under the same class, while a leasehold interest is personal property within the meaning of Section 819. It may be that under some circumstances such rights may be separately taxed, as, for example, where they are held in fee by one who owns no other land; but in the case at bar the lessor’s interest in them m'ay not, in my opinion, be so taxed. In the first place, they are leased and used by the lessor jointly with the three lands out of which they were granted and are not in fact or within the meaning of §820 an item of land distinct from the remainder of the land. Secondly, their value, as will appear later, has been already included very largely, if not wholly, in the return and assessment of the 8000 acres and the 836 acres.

The claim that the 5000-acre tract of land is exempt under Chapter 61 of the C. L. (Section 891) can not be sustained, even assuming that the provisions of that chapter are unrepealed and in force. Section S9Y reads as follows:

“In all cases where forest land is fenced for the purpose of protecting the forest or springs or streams of water rising on said premises or flowing through the same, and all live stock are excluded from the same, and no other use of such lands or its products is made, such land, so long as such conditions exist, shall be exempt from taxation.
“In order to secure such exemption, the person claiming it shall, annually between the first and thirty-first days of July make a sworn statement to the local Tax Assessor describing *552the land in detail and setting forth the facts upon which the exemption is claimed, including an agreement that in consideration of the exemption from taxes he will during the year next succeeding keep such land properly fenced, will not allow any live stock upon it, and will not use such land or its products during such year without first paying the taxes thereon.”

The land in question does not come within the class designated by this section because, while it has been fenced and all live stock has been excluded from it, other use is being made of it. The lease authorizes the digging of tunnels and ditches and the construction of dams, reservoirs, flumes, pipe lines, bridges and other works for the obtaining, developing, storing and taking away of all water found and which may hereafter be obtained on the land and the powers granted have been, the evidence shows, utilized by the lessee in some if not in all of these respects. By implication the lessee is also 'authorized, so far as may be necessary to the enjoyment of the rights, to destroy portions of the growing forest not only by cutting in order to dig ditches and reservoirs but also by damming and impounding water in narrow gulches or other suitable places. Again, the lessee may construct on the land works for the generating of electrical and other power. The object of the statute, as stated in the preamble, is to preserve forests and thus increase the water supply. Some if not all of these enumerated uses are inconsistent with the attainment of that object, and none of them, other than the fencing and exclusion of stock, in furtherance of it. It was not 'the intention of the legislature to exempt from taxation land, such as this, put to uses yielding a substantial income but merely to exempt lands set apart by the owners for the public purpose, and no other, of preserving the forests and the springs and streams of water thereon.

As to values. The express words of the return show that the earning capacity of the 8000 acres and of the 83G acres as disclosed by the lease was considered by the appellant in fixing the valuations of $80000 and $8360 respectively. The tax court in view of that earning capacity had sustained assessments for 1902 at those figures and in the return now under consideration *553the appellant had simply adopted the same valuation. The assessor accepted them, and then committed the error of taxing the whole water privilege, as he terms it, in a separate item at an additional valuation of $64000, the sum of eight years’ rental. This, if allowed to stand, would clearly be duplicate taxation. If that part of the leased rights arising out of the 5000 acres was not considered in determining the earning capacity of the •8836 acres or in fixing the valuation of the latter, it may be so considered with reference to the 5000 acres; but it cannot contribute to the value of both tracts. *

The forest land is of but little if any value aside from such as is given to it by the water to be found within it. The 8000 acres and the 836 acres are pasture lands producing an annual income of $1000. The present annual rent or income from all three lands, including that derived under the lease, is $9000. Aside from the income-producing capacity and from the fact that the owner returned the two pasture lands for 1903 at $88360, that the forest land, now claimed to be exempt, was valued by the tax court in 1902 at $12500 and that no appeal from that valuation was taken by the owner, no evidence whatever has been adduced by either party tending to show the full cash value of the three lands. If the eight-year rental rule were applied, the resulting aggregate valuation would be $12000. This must be controlled, however, by the admitted values of $80000 for the 8000 acres, $8360 for the 836 acres and $12500 for the 5000 acres. The total valuation of the three tracts of land, considering also the rights reserved under the lease, should not, upon the evidence now before the court, be more than $100860. This serves to strengthen the conclusion that in the item of $64000 there is duplicate taxation, for with it the three lands are valued in all at $152360.

Owing to the indivisible nature of the rights leased, it is impossible to say what portion of the $8000 rent is earned by and should be attributed to the 5000 acres, what to the 8000 acres and what to the 836 acres. All three tracts, should, I think, be assessed together in the absence, at least, of any change in the *554conditions, the rent reserved under the lease as well as all other income derived from them being material elements to be considered in determining’ their value. The forest land has not yet been assessed. It is not for this court to assess it in the first instance. In view of the fact that it is impossible to ascertain just how far the rights granted out of it have been already permitted to contribute to the valuation of the other items, care should be taken in assessing it that no duplicate taxation results. The assessment should be such that the aggregate of the assessments on the three lands shall not exceed their total cash value.

The appeal should be sustained, the decision of .the tax court reversed and the assessment of $64000 on the “water privilege” set aside. The assessor should now assess the 5000 acres of forest land.