Aldrich v. Department of Revenue

4 Or. Tax 73, 1970 Ore. Tax LEXIS 55
CourtOregon Tax Court
DecidedFebruary 17, 1970
StatusPublished

This text of 4 Or. Tax 73 (Aldrich v. Department of Revenue) is published on Counsel Stack Legal Research, covering Oregon Tax Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Aldrich v. Department of Revenue, 4 Or. Tax 73, 1970 Ore. Tax LEXIS 55 (Or. Super. Ct. 1970).

Opinion

Edward H. Howell, Judge.

The plaintiffs appeal from an order of the Department of Revenue which, held that plaintiff Willard *74 Aldrich was not entitled to exclude the rental value of a housing allowance allowed for ministers from his gross income for 1964, 1965 and 1966.

The plaintiff, an ordained minister, and president of the Multnomah School of the Bible, claimed the benefit of the housing allowance allowed by ORS 316.110(6). That statute provides that gross income does not include: “The rental value of a dwelling house and appurtenances thereof furnished to a minister of the gospel as part of his compensation as such.”

The defendant’s regulation 316.110(6), in addition to allowing the exclusion for the rental value of a house furnished a minister, also allows the exclusion for the amount paid to a minister for rent in lieu of furnishing a house.

The plaintiff received $2,240 per year from the school as a rental allowance in lieu of a house and excluded the allowance from his gross income for the years in question.

The defendant denied the exclusion to the plaintiff on the grounds that such exclusion was available only to ministers of the gospel with a congregation.

The Multnomah School of the Bible is an interdenominational school which originated and is associated with the Central Bible Church, a Protestant denomination with a church in Portland. The school is accredited by the Accrediting Association of Bible *75 Colleges. Over fifty percent of the students are members of the Baptist Church. The faculty consists of 24 members, 12 of whom are ordained ministers.

Prior to becoming president of the school the plaintiff served as pastor of a Baptist Church in Vancouver, Washington.

In addition to being president of the school the plaintiff serves as a teacher on the faculty, is in charge of daily chapel service and preaches a sermon every Friday at the chapel service. He also serves in the nature of a pastor and counsellor to the faculty and students.

Although the plaintiff’s primary duties are to serve as president of the school and to teach at the school, the plaintiff preaches from 15 to 20 times per year in various Protestant churches. G-enerally he is paid for his appearances. However, he seldom participates in other sacerdotal functions such as baptisms, weddings or funerals.

The plaintiff testified that it was not an absolute requirement that the president of the school be an ordained minister but that for practical purposes the school desired its president to be an ordained minister.

The Commissioner of Internal Revenue allowed the plaintiff the exclusion of the housing allowance for the tax years in question. Section 107 of the Internal Revenue Code for 1954 allows the exclusion for the rental value of the home furnished a minister or for a rental allowance allowed in lieu of furnishing a home. The Oregon statute does not mention the ex- *76 elusion of a rental allowance allowed in lieu of furnishing a home hut such exclusion is provided in the defendant’s regulation. See Brown v. Comm., 3 OTR 138 (1967).

The federal regulation 1.107-1 (a), unlike the defendant’s regulation, specifically allows the exclusion for the rental value of a home furnished to a minister, or a rental allowance in lieu of furnishing a house where the duties of the minister of the gospel include teaching and administrative duties at theological seminaries.

The federal regulation was interpreted in Rev Rul 62-171, 1962-2 Cum Bull 39. The commissioner ruled that ordained ministers of the gospel who teach or have administrative duties in parochial schools or colleges which are integral agencies of religious organizations under the authority of a religious body constituting a church or church denomination, are considered ministers of the gospel under § 107 of the Internal Revenue Code of 1954 and were entitled to the exclusion.

In a subsequent opinion, Rev Rul 63-90, 1963-1 Cum Bull 27, the commissioner ruled that ordained *77 ministers employed as teachers or administrators for an “organization devoted to providing instructions in various phases of religious training to students representing a number of religious denominations, and to the distribution of religious material throughout the world,” were not entitled to the housing allowance exclusion. Apparently the exclusion was disallowed because the organization was “not an integral agency of an organization under the authority of a religious body constituting a church or church denomination.”

The ruling is not persuasive. Even if the Oregon statute and regulations and the federal statute and regulations were similar, the federal ruling is not binding on this court because federal administrative interpretations of federal statutes or regulations are considered to be informative only. Pac. Supply Corp. v. State Tax Com., 224 Or 556, 356 P2d 939 (1960).

Moreover, the ruling does not appear to be an accurate interpretation of the federal regulation. It is not clear from the ruling whether the “organization” involved was a school and, if so, whether it belonged to or was sponsored by more than one religious denomination. Whether the organization or school belonged to or was sponsored by one church or more than one church should not be grounds for disqualification. Neither would the fact that the students “represented a number of religious denominations” appear to be a valid reason for disqualification.

The defendant argues that the words “as such” in ORS 316.110(6), referring to the rental value of a dwelling house furnished to a minister of the gospel “as part of his compensation as such” mean as part of his compensation as a minister. It is true that the housing allowance must be furnished as part *78 of the clergyman’s services as a minister; however, the words do not mean that a minister of the gospel cannot be a teacher or occupy an administrative position in a religious school in order to be entitled to the exclusion. If a housing allowance were furnished to a minister as part of his compensation for activities entirely unrelated to ministerial functions, such as advertising or public relations, the allowance would not be part of the minister’s compensation as a minister of the gospel. In the instant case the housing allowance was furnished to plaintiff for his services as a minister.

There is no valid reason in the instant ease why the plaintiff should be required to have a congregation in order to qualify as a “minister of the gospel” under ORS 316.110(6).

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Related

Pacific Supply Cooperative v. State Tax Commission
356 P.2d 939 (Oregon Supreme Court, 1960)
Brown v. State Tax Commission
3 Or. Tax 138 (Oregon Tax Court, 1967)

Cite This Page — Counsel Stack

Bluebook (online)
4 Or. Tax 73, 1970 Ore. Tax LEXIS 55, Counsel Stack Legal Research, https://law.counselstack.com/opinion/aldrich-v-department-of-revenue-ortc-1970.