Clarkson v. Department of Local Government Finance

812 N.E.2d 255, 2004 WL 1615076
CourtIndiana Tax Court
DecidedJuly 19, 2004
Docket49T10-9907-TA-160
StatusPublished

This text of 812 N.E.2d 255 (Clarkson v. Department of Local Government Finance) is published on Counsel Stack Legal Research, covering Indiana Tax Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Clarkson v. Department of Local Government Finance, 812 N.E.2d 255, 2004 WL 1615076 (Ind. Super. Ct. 2004).

Opinion

FISHER, J.

Terry L. Clarkson and Kimberly Clark-son (the Petitioners) appeal the State Board of Tax Commissioners' (State Board) final determination valuing their real property for the 1995 tax year. The issue for the Court to decide is whether the State Board erred in valuing the Petitioners' land under the Johnson County Land Order (land order).

FACTS AND PROCEDURAL HISTORY

The Petitioners own and operate a manufacturing facility in Franklin, Indiana. In accordance with Indiana Code § 6-1.1-4-13.6, the State Board promulgated a land order for the Johnson County assessing officials to use for the 1995 general reassessment. See Aww. § 6-1.1-4-13.6 (West 1998) (amended 2002). Under that land order, the base rate values for "commercial" primary land could vary between $6,500 and $84,900 per acre; the value for "industrial" primary land varied between $6,500 and $19,500 per acre. (See Cert. Admin. R. at 24.) 2 The Petitioners land was valued as "commercial" at $65,000 per acre.

Believing this value to be excessive, the Petitioners appealed their assessment to the Johnson County Board of Review (BOR); it denied the Petitioners' request to value their land as industrial. The Petitioners then appealed their assessment to the State Board; on April 7, 1998, the State Board conducted an administrative hearing on the matter. On May 24, 1999, the State Board issued a final determination denying the Petitioners' requested relief.

The Petitioners initiated an original tax appeal on July 6, 1999. In lieu of a trial, the parties agreed to argue the case based on the record and briefs submitted to the Court. On September 21, 2001, the Court heard the parties' oral arguments. Additional facts will be supplied as necessary.

ANALYSIS AND OPINION

Standard of Review

This Court gives great deference to the final determinations of the State *257 Board when it acts within the seope of its authority. Hamstra Builders, Inc. v. Dep't of Local Gov't Fin., 783 N.E.2d 387, 390 (Ind. Tax Ct.2003). Thus, this Court will reverse a final determination of the State Board only when its findings are unsupported by substantial evidence, arbitrary, capricious, constitute an abuse of discretion, or exceed statutory authority. Id. When appealing to this Court from a State Board final determination, the taxpayer bears the burden of showing that the final determination is invalid. Id.

Discussion

The sole issue is whether the State Board erred in valuing the Petitioners land under the land order. The Petitioners contend that the land should be assessed as "industrial" because they operate a manufacturing facility thereon. The State Board contends that the classification of "commercial" was proper.

Land orders are administrative rules; therefore, they are subject to the same rules of construction as statutes. See The Precedent v. State Bd. of Tax Comm'rs, 659 N.E.2d 701, 704 (Ind. Tax Ct.1995). Consequently, "[iJn construing a land order, the first and foremost rule of construction is to ascertain and give effect to the land commission's intent, and the most reliable guide to that intent is the language of the land order itself." Id. To accomplish this, the Court will "give [the] words and phrases used [in the land order] their plain, ordinary, and usual meaning, unless it is apparent that the land commission intended some other meaning." Id. at 705.

In this case, the land order fails to define either "commercial" or "industrial" land. (See Cert. Admin. R. at 24.) Thus, the Petitioners rely on the definitions of "land classification" and "industrial property" found within Indiana's assessment manual to support their conclusion that their land is "industrial" under the land order 3 Specifically, the manual defines land classification as "the classification of land based upon its capabilities for use." Inp. Aopmm. Cope tit. 50, r. 2.2-4-1(183) (1996). In turn, industrial property is defined as "land, improvements, or machinery, or all three (8), used or adaptable for use in the production of goods. It also includes supporting auxiliary facilities." Inp. Abu. Cope tit. 50, r. 2.2-1-83 (1996) (emphasis added). 4

Both parties agree that: (1) the Petitioners' improvement is assessed under the General Commercial Industrial pricing schedule; (2) the Petitioners use their property to manufacture circuit boards; and (8) that no more than 2% of the Petitioners' business is walk-in business. Because the manual unambiguously provides for the classification of land based upon its capabilities for use, and because the Petitioners have established that their property is used in the production of circuit boards, the Petitioners' land properly falls within the definition of "industrial property." Accordingly, the Petitioners have demonstrated that their land should be valued under the "industrial" classification of the land order. See State Bd. of Tax Comm'rs v. Indianapolis Racquet Club, Inc., 748 N.E.2d 247, 258 (Ind.2001) *258 (finding that "because [the taxpayer] has proved that its classification was not arrived at according to the [Indiana assessment manual], it has carried its burden of showing that the State Board's final determination was invalid"). Consequently, the burden shifted to the State Board to support its final determination with substantial evidence. 5 See Clark v. State Bd. of Tax Comm'rs, 694 N.E.2d 1230, 1283 (Ind. Tax Ct.1998) (finding that onee a taxpayer has made a prima facie case, the State Board's final determination must be supported with substantial evidence).

In its final determination, the State Board concluded that

the dominant use type in the immediate area is commercial. The base rate of the land falls within the value range for land in Franklin Township. The petitioner presented no evidence to show the value of the subject parcel is excessive, that the assessment is unfair or that the petitioner is being treated differently than others in this area.

(Cert. Admin. R. at 17.) The State Board further asserted that

there is no indication that geographic features, zoning or anything else prohibits using thle] land [for a commercial use] similar to its neighbors.... [Therefore}, lacking evidence of any significant difference concerning this particular land, it would be a violation of the constitutional obligation to maintain uniformity and equality of assessment if the State Board were to lower the assessment on only [the Petitioners'] land."

(Resp't Br. at 6 (citations omitted).)

The State Board has not substantially supported its final determination.

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Related

Precedent v. State Board of Tax Commissioners
659 N.E.2d 701 (Indiana Tax Court, 1995)
People v. Coulter
748 N.E.2d 240 (Appellate Court of Illinois, 2001)
Clark v. State Board of Tax Commissioners
694 N.E.2d 1230 (Indiana Tax Court, 1998)

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Bluebook (online)
812 N.E.2d 255, 2004 WL 1615076, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clarkson-v-department-of-local-government-finance-indtc-2004.