Amoco Production Co. v. Wyoming State Board of Equalization

797 P.2d 552, 109 Oil & Gas Rep. 648, 1990 Wyo. LEXIS 97, 1990 WL 132685
CourtWyoming Supreme Court
DecidedSeptember 5, 1990
Docket89-249
StatusPublished
Cited by12 cases

This text of 797 P.2d 552 (Amoco Production Co. v. Wyoming State Board of Equalization) is published on Counsel Stack Legal Research, covering Wyoming Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Amoco Production Co. v. Wyoming State Board of Equalization, 797 P.2d 552, 109 Oil & Gas Rep. 648, 1990 Wyo. LEXIS 97, 1990 WL 132685 (Wyo. 1990).

Opinion

GOLDEN, Justice.

Appellant (Amoco) seeks a refund of $3.5 million it claims it overpaid in oil and gas severance taxes from 1978 to 1984. On March 15, 1986, Amoco sent the Wyoming Department of Revenue and Taxation (Department) a letter stating that, based upon several reporting and accounting corrections, Amoco was lowering the value 1 of its gas production for 1978-1984. Based on the lower value, Amoco claimed it overpaid its severance tax during those years and asked the Department to refund the overpayments. 2

Acting on the attorney general’s advice, the Department told Amoco that only those severance taxes “paid two years prior to the receipt of an application for refund” would fall within the statute of limitations found in W.S. 39-6-304(g) (May 1985 Repl.). 3 The statute provides that “[a]ny excess tax found to have been paid, whether as the result of overpayment, an appeal or an erroneous assessment shall be refunded to the person paying the tax. All applications for refunds shall be made within two (2) years from the payment of the erroneous tax.” (emphasis added). The Department denied those “portions of [Amoco’s] claim which represented] payment dates older than August 18, 1984 Hs * * »

Amoco appealed the Department’s decision to the Wyoming State Board of Equalization (Board). Amoco claimed the Department had a long-standing interpretation that the refund statute did not apply to *554 valuation adjustments and, therefore, it should not be permitted to “abandon” that interpretation. After conducting a hearing, the Board found that “any request for refund of severance tax payments made outside of the statutory limit of' two years expressed by W.S. 39-6-304(g) would be beyond the authority of the Department.”

In response to Amoco’s claim that the statute is ambiguous, the Board ruled that W.S. 39-6-304(g)

states quite clearly and unambiguously that any application for refund “shall be made” within two years from the payment of the erroneous tax. The statute clearly requires that any application for a refund must be made within two years from a definitive event, that is, the payment of the tax in question.

The Board rejected Amoco’s claim that refunds resulting from an adjustment fall outside the statute:

The [refund] application requirement contained in [the statute] is simply a statutory prerequisite that must be fulfilled prior to the refund of any severance taxes. Placing any other interpretation on the provisions of that statute would ignore not only the plain language of the statute, but would also fail to give appropriate effect to the second sentence of the statutory provision. An application for refund within two years of payment of the alleged erroneous tax is clearly a prerequisite to any refund requested. ‘

The Board concluded that “[t]he Wyoming legislature, in this instance, has exercised its power to set a time limitation after which a refund could not be claimed under W.S. 39-6-304[g].” Applying the above findings, the Board ruled that Amoco was entitled to a “refund of any erroneous tax paid on or after March 12, 1984, and before March 12, 1986.”

Amoco petitioned the district court for review of the Board’s decision. The district court certified the appeal to this court.

Amoco raises two issues:

I. Did the Board err in holding that the two-year limitation period contained in Wyo.Stat. § 39-6-304(g) (1977) for refunds of severance tax applied to Amoco’s prior period adjustments?
II. Did the Board incorrectly apply the two-year statute of limitations and therefore err in its determination of the refund to which Amoco is entitled?

We affirm the Board’s ruling on Issue I, and reverse and remand the Board’s ruling on Issue II.

Whether an agency's findings are supported by substantial evidence 4 and whether an agency’s conclusions are in accordance with the law comprise the standard of review. Employment Security Commission of Wyoming v. Western Gas Processors, Ltd., 786 P.2d 866, 871 (Wyo.1990). In reviewing an agency decision, courts allow an agency room to implement and administer its statutory responsibilities. Pathfinder Mines Corporation v. State Board of Equalization, 766 P.2d 531, 536-37 (Wyo.1988).

Amoco agrees that the statutory language, as it was worded, required the taxpayer to file the refund request within two years of the payment. It claims, however, the Department applied the statute inconsistently and allowed certain types of refunds outside the two-year period. Adjustments, according to Amoco, fell into *555 that category. The reason, Amoco argues, the Department allowed it to file adjustments outside the two-year period is that the statute’s use of “payment of the erroneous tax” to trigger the two-year refund period created a problem. At the time the payment was made, Amoco contends, it was not “erroneous.” It was the later adjustment which rendered it erroneous. 5 Nonetheless, if two years had elapsed since the payment it would have been barred from applying for a refund. According to Amoco the Department recognized Amoco’s dilemma and allowed it to file adjustments outside the two-year period. Therefore, Amoco concludes, the Department’s practice created the ambiguity in the statute.

Amoco’s argument misses the mark. If, in fact, the statute was not being enforced as the legislature intended, the Department acted properly when it corrected that oversight. See Pathfinder Mines. Whether the statute was applied in an inconsistent manner is a different question from whether the statute itself is ambiguous. The language of the statute provides no exception for adjustments outside the two-year statute of limitations. Amoco’s argument, if adopted, would result in this court’s legislating an exception to the statute based upon an agency’s apparently inconsistent application of that statute. 6 That is not our role.

The judiciary’s role when interpreting a statute is a narrow one: “[W]e look first to the language of the statute. If the statutory language is clear and unambiguous, we will not look at statutory rules of construction, nor will we attribute another meaning to the statute. We will give the statute effect according to its plain and obvious meaning.” Amoco Production Company v. Hakala, 644 P.2d 785, 789 (Wyo.1982) (citations omitted). Applying this narrow standard, we find that W.S. 39-6-304(g) is clear, and it applies to the adjustments submitted by Amoco.

In support of its argument, Amoco cites our decisions in

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Bluebook (online)
797 P.2d 552, 109 Oil & Gas Rep. 648, 1990 Wyo. LEXIS 97, 1990 WL 132685, Counsel Stack Legal Research, https://law.counselstack.com/opinion/amoco-production-co-v-wyoming-state-board-of-equalization-wyo-1990.