Untitled Texas Attorney General Opinion

OFFICE OF THE AlTORNEY GENERAL OF TEXAS AUSTIN Eonorabla L. C. Tgooda State 8uperlnmidsnt of Pub110 fnatruction ,I Auratin, Texas / \ abetraot bookr, operty ai abstraot . T. 84. Trlmbla letter of Maroh 86, l@a, tter to you by &?r. A. Pe Independent &UQ~ Dls- o tbi.6 Departmtmt the two e iFret quoation that is, the taain dssarlt-ed pro ar&o of two re- iatlons from ad v at 6r8m taxer lev5.64 School Natriot, we are x=mrmd to 866 two aarsooiatiwr, namely, X&at- mpm6nt and ~ethocliat LEerrvillr hmxr~- aatual statement oontainsd in the letter from xl?. A. 0. Al.llson ta your Alt&ough the faots attmding the tax ux6mptlon alaim ant aeaot3laticme vary ln 6om3 partlou- law oomon to both mke it poscsfble to 8mwe~ your fLrat ques- tion in a sin@3 dl5mwsion. The raots and aoaditiom upon 654 . whiclithe tax exremgtionclalma of the b'estdnszt~r Preabytsrian Encac;pctaut ia bated fe quoted fro& its lStt%r as follrawsr *Phe purpose of the VfSstmlnater Sahool and En- oampent is for child welfare and train-; relt&ous, rQcreatiwc stuey, %Ad taaohizq r0r l!aiatara, sunday LihwoL BGlkelY3, rule Young Izeop1e workers. "This or@nizatioo operates at a loss; the aost of the programs trainin&, and m%inten%noc baring aor~ t!xa tha op%mt&g ~xioas abarged. Theee losses are xade up Ly oootrlbliticma fmn tha f?rasb;rtarinn ChuroheS of Texas and othsr interestad persons. *The next group of statement should be empllfisd thusugr A. Llan4t;et1s r%aidetwJS and several ootts4y38 used for aaretakere and wrkowe. B. WS do not operate a cafeteria, but a d5.a- inse;hall which io open only dur3.r~ the aonf6aence setmo~. 0. There 8re uffsrat olarrorooma La a&U.tlon to the tabema01e. D. mrtng the uuiccwirkhea there are no eon- Ssrf3noee several ot our oottagee are availabLe Sor rsnttig to totdata n&a cm hsrcr without rolicitatior~ v&en they twe ‘ianable to f-6 Wiaernoiea b&mwher8 ia 3amvllle. DuriAg tha &mfSmnceo them cottagec ape of acmS% ranted or furnlahed to th% perecaa leho atteA& 8s~~. During the F6ll, wintar, &aa spriIl& WaSM a rev3 or OUToottageo, 6 or El are avaUable; for ranters ti& come here wtthout sollofta- tloa uimilly af’tsrr they have been unab$e tt find vewaoiex elsevih.era fn KermiU6. t;ost of the cotti@%@ 'WLQI@~W to 'uhs 'risst- ri&wtor Sahaol ani; lib-t are 0rrlg ~kfsiaton franc buildings, suitable for EWE- aer use and a3 roatad on tkm average of c wake in the ywar. il. tie~SVO WVB~Q~ nor88 0r land which i8 for leaso--never sold-40 gxm3om who uli& to build cottages ftor thWQ8elVOSr The 2kmampruent has leased lots to abmt 50 indiviaws who have erecteu better typt 00 tcages * ane on al.1 ootta&3o PO owned by indivldliale, am paid State and County, City, and Sob001 Taxer. More than hall of our aoraslge i5 not r0r 1~686, but is set asib pmv3mntly ror parks, playgrounds, ri0tvm49ua, and roadwaye. "The prOf%tn from B. 0, Ii., ii any, a25 wed by the Luotuapment offioials to help defray part of the cost of vortous rell.glaus program3 an8 training sahools, the o.tild welfar@ and training;, and mainttmanoe of cot- taglds, b;lFUiinga, and gruunUa+w The letter of the teethodlst KerrPiUe A8s~bl.y. here- Lnabove adverted to, statse facts and ciroumtanaes tan&~ whioh its clala ror tax exe5ijMon 1s preUloatdl, as followilr %e hwa a oanpu8 oomprfe~g about 20 a,twes. On tfils camps we have the managsr*e resl%exaoa, The DiningEial;L,TheClubXo~,bZ00r~tl01t taborpOc&, Ch6ps1, ssvsn am38 room, one iourt~5-mom Paaulty riorsltory, Eleven Eoys Cabins; basidsa thwe bulld- lnga there are the aomectlng, road8 acd patha, three tennis oourt0, baes ball ground, Bawl-minton court, Volley Ball court, Croquet Court, Shuffle-Board Courts and Childrena playground. Besldee tlxls an out-door Areann ror stu5t6 ana then a faountaintop ror sunriee and Vesperservices. *'Besi%es thla WB have only two cottag%e whhh are the property of the AssrenxbJ.yand ror the geatar part of the year tareae RX-S oooupipis8 by laborers OELI ployed by us. On several oacaeione these lmve been rant& to tcurlsta when not 60 ocoupied. ltie have udmproved lots not yet sold OXI whloh ??e pay tar* J.&s sold un%nqroved tmd Improved me not our propwty and ~tu?lese neglected tax on these is paid by the owne~e. The ðoCirt KtMTille Asseably, $8 hoor- porated aocordlng to the l.fNU of tbia state, under the inoorgorate mm, tieat Teruti Enaantpant Asso- Oi.Chi&A, SD z mm-potit sharing corporatim, and is ow~ab aad oparated by tha Southwest Texae Confer- enoe of the EiShodist Churah. At thla tlme the cronferenoa mnually has to suppleaent t&e iaoome to oover the lmpovmsmts nnd ruaning apenseo. ulst year ~.ltOO.OO was set noide ror this guqx+sa. The mouey derived from the 5~1s of lots Is Wedlately used to t.ake repairs or meat new struoturee. Aside rror this our property is still enau~~bered with an in4obte4~sse, which is hope4 might be ocmadJ.ed evdxally by the lots still for sale." ft my be additiom~ stated that those amoeletionr, through their by-lawa, declare their reaacum for axistenc6 to be the promtion of relifi~iom 8dWRtfOA, physioal health, reorea- tion, eta. In order to A&rrow the iosusrr preeented for OUT deter- &m&ion, it should be statad that the ftermi,Lle Independent ~hOCd DidriOt k3 AOf Seokbg to hwy Uid OOlbCt it6 krU upon that portion of the described property ueed i?xol~~~v~ by theee two religloua eno@npment aasoolatlona for #wit de- clared purposes, euoh as ciana&er*s rasl&noe, mreteHa or &.&I- lng hall, tabernaeZ4 chepel, club room, alees tim., ato., Seoaueo suoh prop~erties are admittedly exempted. port&n or ths emmnpmekt proparties of these two rol&ious ar soolatioas sou+xt to be KKCS subjeot to the Car of t&m school diatriot la (1 'p the acrea,@ or uoimpro%ad lota. hoLd far salts or leaas to preens and her purpose8 wholly unoonnaotdl with the eeaouiattsm, and (2) oertain hbuaea, aszbina, or aotta~as rented to and oooupied by persons attan&Sng the enaa~~~~ or &eetin@ of the oveoalatio5a, and, durl.ng other months or the yur, re&ed to any aail all FWWAS ap2lylng, to m%.tt se@& In aonneetion herewith, it agpeare without dispute that the profit or i~10081e, if tuky, derived from the renti% or the eottogse emt eabias and the m.3.e or leaso.or the aoroages ia :twpasU wur to the Treaeurer of the respeative enaomgwint CLMW- alaticmu to defray !aalntaOe CLnd Ope~ting ~rpsnsss Or the' a~ooiation, to at&e necassaty r+pakrirB an4 erwt neu Iltim.dilf64, aad to pay orf existins, lieu indebtednass oa the ~oeaqme~t propert 16B. Each oi the encn~pmat ssv3ciatio5e coctcbnd that lnasmah as these .~roceodc ~0 to Wit iair,tana3ae ant: ugkse or a non-profit or;jaxhatim, the statutory axanption hare t n- afi6r Gfsa~c;ocd beooteo avafl~bla. On the other hand, the atturnsy for the Ilesrville lnde,ependent 3ohool District con- tecds that tha sQrci:lc property is taxable despite these ad- Biitted ractce. Artiole 7150, as rimsnded, Vernon'8 Aunotnted CivSl 5tatute5, axazapts rroJn taxation , pmerally, certain ap6slftsd kind3 and classes of ~xopasty. Section &, added by an aabsnd- zicnt of the Fort)*-flrth Lagisl~~ture, 1937, apparently to cover cases idehtlaal to the inetant ons, provides as ~OLLOWIJ~ "20.. Bsl~lous, sbucational and phyaloal. d* velopncnt as~oalations .--Thnt all property owned ex used axolitslvsly and raasonably neueaaary, ia ~a- ducting any association engaged in the joint ii& thssefold reLLglou5, edacatlonal an% ph.ysiaal iI* vslopwnt of boya and girls, young ;pgn and young uokm, operating unhbr a State or hatlonal Orgaairn- tlon of llks oharaoter, and not leased or otherwise used with a VFW k, profit other tbn for tha purpoaa of maintaining t&e buildlcgs and Am30elation an& aI.3, ~Uowment fun&a oi the abov6 atwtio:md reJ&&us i.n- rtftutlons, not used with a view to profit but far the puvpqae of ma%ntaMos, the Assoclatloa and buUd- ws in doing religious work and for the eduaatianal or phpia+~l developsumt of boys 81~3 girls, yotmg mmi amI young WCWR, shall be exempt from taxation; pro- vided that land propert.~ received by s&d lnatltu- tions In piyfamt and satlsfactlcu of smandororaant fund losna. 0~ imeatsmts shall be exsazpt for two gears only after foreolosurc purchase of said land, and no Xongar.v We think it may be statea; tmn the hota b&ore us, that ths twc religious associations in question rmct the 8tAtutiWy requixcmnt of beFog asaoaiatlons *en&aged in the Joint and thrssfolC religious, eduaatlorial and physical developamt of boya and &.rls, young men an6 pun& WOP~O,oplDmting under l Sta te or Hatlonal Organization oi lfke charuratclS*. The BML or this oplnloh is whsther or not the partloular prOpW#jy In controversy, Le. cot~a@s MC oabins and other building6 080 cupi~d by persane and ior purpoass r0reig to the aes6olatism, an% unim~ro~u% aos58ge r0r eels or lease, is 9uaecIeralusivel and reasonably necessary ----r-&n for oc?ncnctJng tha eacanapmen 8, w the manFag and oontenplation of the above guoted em%ptlon, oonstrueC as It must be, i.ncwnrteotionwith the lltzitatlon upon lc&Ielative exeqtion f3xUlltaxation enlrtiied in krtiole 8, i3aotic;n 2, ConstlCxtion of T4m36, the pertinent portion 0f hi00 rm.3 as- r0u0wet *But the L&sletur% my, by &3&3elVL1 &JAWS, exeqt fro&s taxaticn . . . and pmprty used ax- oluaively and reaaombly nscreuuaxy In OondiiQtIxlg aAy aSttOOif&ioA ttA&li;e(lia pZo&¶OtiA& the S6~giOUS, mhcatlonal a56 phyaloal EeYalopx%nt oi boys, &Irls, youtgE&ll or yo~wanten op%rRtinqurl6er a state or 1pational02g.aAIeation of lUs8 characteP. IA detarialnin~ whether th9 propa'ty in qU3EtiOA u *used exolusltely and r6monabl.y Aeoeaaary In conducting* thaaa two a~oarapsm~t assocIatIons, wm mist AsoesaarIly detsx5tm whether or AOt the additional OOAdItiOA Or the 8x3I@hA 6tAtUtO upon t&a partioular propctrty by rIrtue of the faot that *al- though not axoluslwely used for arlwt purposea. tih4~~hOaim therefmn gob for nsdtttenanoe OS the assooiatIoA rather ~eQur ror prorit." We think that undttr llrtiole 8, Sso'tlo~ 8, Qcsst5tucIeA oSPt!tu~m, an8 the daocriaiono oottaamlng mite, the l axalusirruW of thitt property fear ooactuottig the a!%ampteetttseaoh 'w i8 who14 tnoon8istttAt oi t&m and at w6f with t&a lmee or rentltt6 oottagss and’aabinri or the lease or aale'of the aoreage to par- 80~s Aot eanneoted with the e~oampss%A~ eveA though the re~~s~rrrd ~AOOBIS frotn suoh leas and renting Inure ta the dvanownenbaad benefdt Of the M3OSiftt A pW&X6WM. AAd t.f SeOtiOA Iba, hti,Ob 7150, v'3XtlOA'm ;krutotated Glvll~Statutes, has the purpose and es- hot hers OS cnatapt~ from taxation 6l.X prol#rtIes, the l~eome froei whioh goee Ce th6 ttupport an& 5alAtePanoe or r~lI.glour, 8dt+ cational and physical dSTelopgtslpt asaooiatiaan although such,. property is not 'uses aralud.vsly aad reaaoaabi)r Aeaesaary" to the proper oonduct of suah asuoolathts, thO&M mast w that euoh portIonther& ie alearly uAooAatltutIoAa1, as being,aluly ILn 6xOeaa of the .lImItatioA.s um tax crrerqpttonsraAbodFe6 18 AC'- tiole B, Seotioal?O, Constitutfasl of Texas, hereInaWe C&U&ad. Article 8, Section ;I, Cuxfititutiio of Taxas, Uoe3 not oi'itrekf @aAt ally SreAptIoAs .fToA texnti&n, but mrcly opcrcnkes to nuthoriae the Legialeturct to do so within the l.lm.tts def5.n~. Therefore, 80 far as any stat-4ta exoeitds this OoAstItutioAal grant of 18@31atIm ~wer, It Is null +d void by express d&la- f&Ion of such 005stItutioAal ;mnisIon that *all law0 excApU~g property from tsxaticm otbar tiac the ~operrty above nentiticd shall be null and void". 40 Texas J'urIsprUianoe, p. 108, and aases cited. The acxmptad rule for t&a ooAstruotIc;rc of tax exemption primleIan3 or the Constitution a5e statutes, ie stated at 40 lox. Jurlspr;lh3r.ce, p. lS.00,~to be that %a$an a~ exer~pt4cm is huad to exist It afzall AOt be WI&?U@d by OoAstruotioA. 05 the OoAtrely, .it 0*-t to r%UeIVc a 3trIOt ooAf&ruoti.;in; for the r3aaoAable pre- ouuiptlon Is that the state has graAted IA express tame all it intended t.0 grant at all, and that.-iless the p~ivilsge I~3 lkaitsd to the vary terms ot the statute, the favor would ba 6xtando& ba- yond what wa3 mmaAt.w Although Wb have sauna 50 bsoIrIoA3 Of O'U oourt3 eon-. ltr ming the partioular portion of Utiole 6, Seotlon 8 Oonstltu- tio~ of Texas, imolved in the lmtanti oaee and alJ.oafag the Le&alattare tD exempt *property used *x01&ely a~& reatto5abl.y AtBS983ET~ iA OOAdilOtiQ6 f%Ay aS8OOiatI.a eA&,a@ iA praasOting the religious, ebrloatiuaal 356 phy35.os.l developtmnt~, etc., 718 havs found both e&Fly a~6 reoent dsoiSIo~3 iiOA5tRliA~ iMala@Xas ~0. vision3 of Artiole 8, Section 2, Constitution of Texae,,Aamely, the yrorision ttqowerItt6thm Legislaturs to exsmpt @all builw eAd orvned by perso~e or assooiatianu oi pateooa sm00s, et0 ." and *Institutiona of pure4 publie oharlty=. & Lccwria Y. hA@ Star mapfer, 68 T5& 698, m3, 8 s . ri. 5lE, the supxsme court, in an opfnion by Judge Oalnea, held that the provialan IA Const. Tsx. Art. 8, % 2, that the &gIarlature say exxbBLpt fron taxation, amtmg others, the buIlUiA@ of institutions of purely public aharity, means sue& buIUiAg3 5~1~ as or3 ured oxolusi~~ly and omad by 3wh Faatitutio~. H&toe a hsll owed by a Chapter of RoyalWch &miori5, Oertaln ~port&GASof wtiohorcre rs5t86 to &MXWBUJ kU%d for pUrp0S.M U5- oonnected with the objscts of the aooiety, an6 the pmos4de used by the ~&c&&y IA turtberanc3 of Its ahrrrItab1.e Qbjeota, WRS not a builiricg used ssoluoively by It, and was wbjtwt to $axatIoAr EMuSable L. a. Joot.s, Fage 8 The smm dootrine was announaad by tho'Suim%u~ Gourt in city offiowton v. Scottish Rite n8nsv. AbS'ri., lu Tar, 191, 230 s. ii. 978, 979, 980. The ayeed otatamnt of Wet@ ahowN that ths hssoaiation dlrrpenssd oharitt~r among ita other aatlvi- tie5, but that this propsty was not axacqt framtaratloa. SpaIcing tim,uyh Judge Jr8enwood, the aourt said: "Swh aaan- j.ng is that the Legixlatuse may, by genera& lows, mwspt tram taxation 'all bui1diry.s used excluslvsly and owned by psmona or afmoo1Ltltiris of peza~s for sahool purpses,~ and 'all build- i.Q&S wed lSO1*U1V81y and oWn8d by lnetltutfons at &~U%ly pub116 Qhacity' . so no E~ilCiq OOWB witsin the axtmption authoriged by the CMStitdiOSl to '~stitutione of ~we4 pubUo charity‘ dLk?b it is botk GPvn8dru;d used 6~0lutri~6ly by ml%h 6~ inbtltu- DUG t&a ~wutlon resaiaa whethur tie property was owne&&*usad eXC1WiY81y by PB institution oi pUrsly pnbliia uharitp. It 80.35 not 8tmsry the 00netituti0td rqdafib~t that the us% by otharo was permitt by the ovi'ner to obt6iJI sb~6lluex to Lo dsvotsd sntimly to the own8S'b work or pure4 public uharit . Merrlrr vi U~xons, 68 Tex. (898) 905, 5 S. X. 519. Xos is the rcqulwnt s&ia;fied by the fast t#mt thoosm bhIkSing t!l0 IA68 Qt%y DA &Wit. Red v. Johnson, 63 Tu. (8%) 858. The aotwl, direct we must be aroluairs on.tte part oi aueh an lnatftution a6 fe ievor:d by ths oonatitutioxml prarfsi~n.~ In ths muse stwent oaxb of Little Theatre.oi Dallas vb. Oity of Dallas, 124 8. is. (Ea) 863, Judge Tnoaey, ia hold- in& that propest+ oww8 by ncn-profit,*Little TheatmP wan not exempt fsou.taxatlon beeBus Zt *s not used txoliml*e~ for Who01 plrpo8es, rpokb ae f0llow4: ?AUk% '&a more libsral rules, a&-Qlied la other bttftS8, in COWtSUb& tU 8XCUllptiOIl~SOVieiOW Of aOn- atitutione and,istatutes, OUT aourta subjcat them to a btXiat 0onStraation, hOlct%D& that, ill Ord8l' t0 bW ~ithia th0 8x%&tption, it must b3 ShoWn that [is the wie of th8, Conxtituticn and 8tatirte) tb ~%TO&Wty xonorable L. A. kk~Ls, Page 9 aa a residenae. :It is %ot enough that the main use of the bu:ldinh; wag as a scLao1, nor that the owner and iti1.y wem all eaguged Fn the sohool a8 teaOh8rs or pupils. A building wed by tie owner as a fmily resiCenC8 is not one used erolualvely far sohool pur- ~~38, a.116thosefore is not one emmptsd by th8 eon- atltution** Uxader t&e foregoing authorities, we are oonstralned to hold that all property of the Viertmlnster Presbyterian En- aampai8nt and the Liethodlst Karrville ksaembly, hereinabove Sp80:?10011y &0nticined,whioh is not OWn8d by these respeot%ve enaampnrent absooiations, and used exolueivs4 by them in aom- duotirr$ their annUa1 enOaapapeIiran‘a rUrth m their dSo&md poami, woulti tie subject to all ad valoz taratlon ina1ud. r $ tame levied by Kdrrville bde$8rldeM School DistiioO. The property not reoelvfng the buneflt of the tas axemptioa 8froSdfSd by k%iOi8 7150, S3Otiibn &, vOSI!iOII'b AWOtWSd CiYii Statutes,woulC b8 the aoraaga or xm5.taprcw84 lots held cdtbar for sale or karle to the public for building a&tee, and till oottaged, oeblne or btlildiaga ranted to the publio gqaemlly during such portion of the pear as they were not derotsd to en.- oahyrlnent purpose5. Al.1 other psopsrty owned by these two au- ~oofations and dtcscribed ia attached aortespondenoe woul4 bs entitled to such tax exaraptlon. Ab pointed out in the 84988 cltO& end dbbwb8d abov8, ths fast that the Sat8 end SOV6ilU68 trOm the 8a18 OS leW8Wf thib unfniprcv&d propertp alId E8Iltah from these cottagee, oabins, and bulldings, eoes to the support ar&d maintenanos of th8S8 robpwtive aatooiatfona and their bene?ioent work,dcm rmt en- title t&m to tax exemption, beoause aaid property is not owned .Sd llIS84 4!~Oh3i~3 by these associatlona for the purposes named ln ttac8mption. ie 18 the ra~uiramaat o? Arti $;seotion 2 Cowtltution or TOXW, F3 regard to thew epsaifio aeeoula- tLlla* an.3 tr thfa tax sren~ticei statute wdas cormid8rstlon here wpOr"*S to exsmpt this particular property ?rws taratfon M not be- *lamed or othorWib8 used with a view to profit other than for the u ose of mintalnin the bulldin s and Am~oi~~- ~-?-ddf%i~q.de=dM- be wholly b- Op,-etiV8 PINi IlUOOlB3titUtiO~SLl. The seoond qu%otim presented ?oor our d8tsmiiIaat~oa is stated, In attaoheil oorrespondenae, as ?ol.lowet I;o!lamble L. A. i?oods, PagEa 10 -8, There are two title aoinpanies within ths territorial lialte or the Kerrville Inde~endsnt sohool nistriot who state that they are not subject to taxation upon the value ot their $lant but they are will&g to asseee the physfaal. property nuah as typewriters, decks, eto. Iti ill my G~iniOSi that as- seabled infcirmtion upon the aards of these title oompanles is property and lu lubjeot to hratlon Sor the ri3a5cu1 that they plaosa ~8213 value upon the in- r0r8iei0n recoraed on their mm¶s.* SO diSOUSSiGn Of wi.S QUSStiGiYi iS IW@rSd here b+ aaum sam is apecifioally answered by our opinion No. 0403, gl&~t~nh.abstract books and ab&&raot plant to lo subjeat . ~Traitin~ the lore&oin$ fully an&Wsre JGIU’ illQUiriSS, we are Yours very truly mToRBia csruBAL OP TzEhs Fwt?rew alOl8. AFFRO~APR 15, 1940 /&-Lu-d*u ATTORNEY GENERAL OF TEXA:: 0 APPROVED OPlNlON COMMlrrFc .4iks