Sisters of Charity v. Cory

The opinion of the court was delivered by

G-ummere, Ci-iiee Justice.

The taxing authorities of the township of Morris and those of the borough of Florham Park laid an assessment for taxes, in the year 1904, upon the property of the Sisters of Charity of St. Elizabeth, located within their respective municipalities and comprising altogether about three hundred and sixteen acres. The sisters claim that the whole of the property in question, both the land and the buildings thereon, is exempt from taxation by virtue of paragraph 4 of section 3 of the General Tax act of 1903 (Pamph. L., p. 395), because, as they say, the buildings are used exclusively for charitable purposes and the lands are necessary for the fair enjoyment of the buildings.

The legislative provision appealed to is that “all buildings used exclusively for purposes considered charitable under the common law, with the land whereon the same are erected, and which may be necessary for the fair enjoyment thereof, * * * shall be exempt from taxation under this act.” The Supreme Court held that by force of this provision the whole of the property upon which the assessment was laid was exempt from taxation. They rested their determination, not upon any original investigation, but upon the decision of this court, rendered in 1890, in a suit prosecuted by the same charitable organization against the former township of Chatham for the purpose of testing the validity of a tax then assessed upon their property (Sisters of Charity v. Township of Chatham, 23 Vroom 373), feeling themselves bound by that decision because the property then subject to *701taxation was to a large extent the same as that which is involved in the present litigation, and the uses to which it was then put were — as to most of it — the same as those to which it is now subjected.

In our opinion in the earlier case, after reciting’ the exempting provision of the statute (which remains unchanged except in its phraseology), we proceeded as follows:

“No reason is perceived why this statutory immunity should not appertain to the lands comprehended in this controversy. They and the buildings upon them are devoted solely to charitable uses. They consist of about three hundred acres of laud, only two-thirds of which are productive. Upon this tract- is a building in which the Sisters of Charity live. Part of such building is devoted to the use of a school. * * * All that the farm produces is applied to- the support of the institution. None of the products are ever sold. If anything remains after the necessities of the sisters are supplied, it must be' applied, according to their rules, either to extend their establishments for the public good or appropriated to the use of the poor. 'With respect to the school, some of the scholars are educated gratuitously and the money derived from the tuition of the others is appropriated, as the rules require, to the- support of the sisters, who minister to the sick in hospitals, take care of orphanages and otherwise to the relief of the poor and for the extension of their charitable institutions. In the light of this description it does not seem possible to mistake the character of this institution; its entire aim and end is to- instruct the poor, to- nurse the sick and to support the orphan. It seems plain that if under any conditions buildings and lands can fulfill the statutory requirement of being hrsed exclusively for charitable purposes/ the property now in question must be able to do so. It is not necessaiy, but it is not out of place, to remark that this section of the statute relating to taxation should be construed, not narrowly by its letter, but liberally, and in view' of its object and spirit.”

The determination of the present cases was considered by the Supreme Court to turn upon the question whether the *702property upon which the assessment of 1904 was laid was still used for purposes identical with, or similar to, those to which it was devoted at the time of the assessment of the earlier tax; and having ascertained that the user of the greater portion of it was identical with that described in the above; excerpt from our opinion, declared it to be exempt from taxation. Whether they determined the character of the use]" of certain parcels which had been acquired by the sisters since 1890 does not appear, except so far as that determination may be gathered from their adjudication that the whole of the property on which the assessments have been laid is exempt. Assuming, however, that there was a complete adjudication as to the character of the user of the whole property, we axe confronted with the question whether that court was controlled by our decision in the former case. So far as that decision put a construction upon the statutory provision it was binding upon the lower tribunal; but so fax as it adjudicated a question of fact, it must be conceded that, in any aspect, it could have no binding force upon the Supreme Court, unless the proofs upon which such adjudication rested were substantially the same as those in the cases now under consideration. The proofs in the present cases disclose that the property for which exemption is claimed was purchased by the sisters at various times, a considerable portion of it, apparently, having been acquired subsequent to the erection of the building which is occupied by them, and which is devoted to the charitable purposes for which their organization was formed. In the earlier case it would seem, so far as can be gathered from our opinion, that this fact was not disclosed by the proofs, or, at least, that it was not brought to the attention of the court, for the lands are treated as a unit by the opinion. The pregnancy of the fact is apparent. The language of the exemption clause, as it stood upon the statute book hr 1890, is that "all buildings used for charitable purposes, with the land whereon the same are erected, and which may be necessary for- the fair enjoyment thereof, shall be exempt,” &c. The primary object of the exemption is the building. Included with it in the exemption is a certain *703portion of land. Not all the land held in the same ownership and used for the same purposes, but only the- land whereon the luilding is erecled. These words are plainly words of limitation. No land of a charitable organization other than that upon which its building has been erected is exempted from taxation under this provision of the act. If it acquires a tract of land and erects thereon a building which it devotes to uses exclusively charitable, and afterwards purchases other lands which it devotes to the same uses, such after-acquired property, whether it be adjacent to or located at a distance from the original building, is not within the exemption provision. It is not the land upon which the building is erected. This limitation in the statute is just as clearly expressed, and should be given as much force as that which declares that only so much of the land upon which the ‘building is erected as may be necessary for its fair enjoyment shall escape taxation. The .statute creates a double test, to- be applied for the purpose of determining whether or not a given parcel of land is entitled to exemption from taxation' — first, is it the very tract upon which the building was erected, or does it include land acquired at a period subsequent to the erection of the building? Secondl, if it is the tract upon which the building was erected, then is all of it necessary for the fair enjoyment of the building? Lands which do not meet the double test cannot escape taxation. It follows, therefore, that those parcels of land belonging to this charitable organization which have been acquired by it since the erection of its original building, and upon which no buildings have been erected which are exclusively devoted to the purposes of its organization, are not exempted from taxation by virtue of the provision of the General Tax law which has been referred tO'.

But even if the property upon which the present tax has been imposed had been acquired at one and the same time, our decision that it was necessary for the fair enjo3nnent of the buildings erected thereon would not have been binding upon the Supreme Court, for that question was not before us for decision, and in determining it we inadvertently over*704stepped the bounds of our jurisdiction. The case came before us on a writ of error directed to the Supremo Court. The only question which was presented to that tribunal for determination was a question of law, namely, whether, by force of tire constitutional amendment with relation to the taxation of property, adopted in 1875, the special act of 1869, exempting from taxation all of the property, real and personal, of the Sisters of Charity of St. Elizabeth (Pamph. L. 1869, p. 413), was abrogated and annulled. The Supreme Court considered that it was, and for this reason affirmed the tax then under consideration. 22 Vroom 89. The question whether the property of the sisters was exempt from taxation by virtue of the provision of the General Tax law of the State, and if so, to what extent, was not considered or decided by the Supreme Court, but was first mooted before us on the errors assigned upon the judgment of that tribunal. This court is exclusively a court of review. Its sole function is to pass 'upon the legality of the decisions of inferior tribunals. The question which it undertook to determine was one of fact, which it was the exclusive province of the Supreme Court to settle. Moran v. Jersey City, 29 Vroom 653; Morris v. Bayonne, 33 Id. 385; Yellow Pine Lumber Co. v. State Board of Assessors, 43 Id. 182. That question had not been submitted to the Supreme Court for its decision. This court, having concluded that by virtue of the cited provision of the General Tax law so much of tire lands of the prosecutor as were necessary for the fair enjoyment of the buildings erected upon them were exempted from taxation, should have remitted the case to the Supreme Court for the purpose of having it ascertained by that tribunal what portion of the lands of the prosecutor came within the statutory description. The Supreme Court has never yet passed upon that question. It cannot, by any action on our part, be deprived of its right to do so. The question is still open for its investigation and adjudication, and our decision, hav-. ing been rendered upon a matter which was not within our jurisdiction, is not controlling upon it, but is only entitled *705to such weight, before it, as the learning and ability of the judges who took part in it give to it.

And this was not the only matter which this court assumed to decide in the earlier case that was not properly before it. The solution of the question whether a given building is entitled to exemption by virtue of the provision of the Tax act under consideration involves — first, a matter of fact, viz., the ascertainment of the particular purpose for which the building is being used; and second, a matter of law, viz., whether the ascertained user is or is not a charitable one. This court undertook an original inquiry into. the purpose for which the principal building upon the property was being used, and found the following facts: That a portion of it was being used as a place of residence for the members of the sisterhood, and that the remaining portion was being used as a school; that some of the scholars attending the school were educated gratuitously; that the money derived from the tuition of the others was appropriated to the support of the sisters. Having ascertained the use to which this building was being put they then considered the question of law, whether or not the ascertained use was a charitable one, and determined that it was. The determination of this court that a use such as that which has been described was a charitable one, being the determination of a matter of law involved in the case, was binding upon the Supreme Court; but the determination that the building was being used for the purposes described, being the finding of a matter of fact, which it.was the province of the Supreme Court to determine, is not binding upon the lower tribunal for the reason already stated. This court having determined as matter of law that a user of the kind which has been described was a charitable one, should have remitted to the Supreme Court, for its determination, the question whether the use to which the building was being put was in fact of the described character.

It was further declared by this court, in the earlier ease, that the other buildings upon the lands in controversy “were *706devoted solely to charitable uses.” The exact uses to which these buildings, or any of them, were being put was not stated; but what has just been said with relation to the main building is equally applicable to the others. The ascertainment of the purposes for which the various buildings were being used was a matter to- be determined by the Supreme Court, and the conclusion of this court that they were devoted solely to charitable uses, being a mixed finding of fact and of law, is not binding upon it — not as to the conclusion of fact, for the reason stated; not as to the conclusion of law, for it fails to describe the use which is declared to be charitable — and so furnishes no rule for the Supreme Court to- be applied by it after ascertaining the fact.

As this case must go back to the Supreme Court, to- be there dealt with along the lines indicated in this opinion, we deem it advisable to point out. an inaccuracy which appears in our earlier decision in the statement, obiter, of a principle of the law of taxation, particularly in view of the fact that the same statement is again made (obiter) in the later opinion of this court, rendered in the case of Children’s Seashore House v. Atlantic City, 39 Vroom 385. The statement referred to appears at the end of the excerpt which has been cited herein, and is that “this section of the statute relating to taxation should be construed, not narrowly by its letter, but liberally, and in view of its object and spirit.” The true rule upon this subject is accurately stated in 12 Am. & Eng. Encycl. L. (2d ed.) 302, as follows: “A grant of exemption from taxation, being in the nature of a renunciation of sovereignty [or, as some jurists have expressed it, being in derogation of the sovereign authority and of common right], must invariably be construed most strictly against the grantee, and can never be permitted to extend, either in scope or duration, beyond what the terms of the concession clearly require.” It has been declared and applied, not only by the United States Supreme Court, but by the courts of almost every state in the union, as will appear by a reference to the foot note in the American and English Encyclopedia of Law, which contains a citation of the decisions. We our*707.selves had declared this to he the true rule of construction prior to the promulgation of the decision in the Chatham case. Nevin v. Krollman, Collector, 9 Vroom 574; State Board v. Morris and Essex Railroad. Co., 20 Id. 193; State Board v. Paterson, &c., Railroad Co., 21 Id. 446. The fact that the property involved in the present litigation is owned by a charitable organization and is devoted to charitable uses, affords no grormd for excluding it from the operation of this rule.

The judgment of the Supreme Court must be reversed and the cause remitted to that tribunal for the purpose of having there determined the purposes for which the various buildings upon the property are being used; whether the ascertained use in each instance is a charitable one, under the construction put by this court in our earlier decision upon the exemption clause in the Tax act, so far as that construction will aid in determining the question; and, when a given building is found by it to be used exclusively for charitable purposes, how much of the tract of land upon which it has been erected is necessary for its fair enjoyment.