Farmers Direct, Inc. Dept. of Rev.

CourtOregon Tax Court
DecidedSeptember 6, 2023
DocketTC 5328
StatusUnpublished

This text of Farmers Direct, Inc. Dept. of Rev. (Farmers Direct, Inc. Dept. of Rev.) 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
Farmers Direct, Inc. Dept. of Rev., (Or. Super. Ct. 2023).

Opinion

IN THE OREGON TAX COURT REGULAR DIVISION Property Tax

FARMERS DIRECT, INC., ) ) Plaintiff, ) TC 5328 v. ) ) DEPARTMENT OF REVENUE, ) State of Oregon, ) ) Defendant, ) ) and ) ) YAMHILL COUNTY ASSESSOR, ) ) ORDER GRANTING DEFENDANT’S Defendant-Intervenor. ) MOTION FOR SUMMARY JUDGMENT

This matter is before the court on Defendant Department of Revenue’s (the department’s)

motion for summary judgment. In a prior motion for summary judgment dated filed March 5,

2019, the department asked the court to determine that the subject property, a straw compression

system, was not “tangible personal property” and thus was ineligible for exemption from

property tax under any provision of ORS 307.394(1). 1 The court denied the motion on the

ground that material facts were required to be resolved at trial. See Farmer’s Direct, Inc. v.

Dept. of Rev., 24 OTR 399, 438 (2021). In the instant motion, the department asks the court to

determine that the Compression System is ineligible for exemption under ORS 307.394(1)(a),

1 Unless otherwise indicated, all references to the Oregon Revised Statutes (ORS) are to the 2015 edition.

ORDER GRANTING DEFENDANT’S MOTION FOR SUMMARY JUDGMENT TC 5328 1 of 16 (b), or (d). Plaintiff (Taxpayer) resists the motion. The tax years at issue are the property tax

years 2016-17 and 2017-18.

I. FACTS

The following facts are not disputed. Taxpayer is an Oregon corporation in the business

of compressing large bales, consisting almost entirely of straw, into smaller bales using a Steffen

Systems Model 4600SP Big Bale Compression System (Compression System). (See Stip Facts

at 2, ¶¶ 1, 4-5; Ptf’s Decl of Gaibler at 2, ¶ 8.) The straw is a byproduct of grass seed farming

and is left on the fields in windrows when a combine cuts the standing grass and separates the

grass seeds into a tank. (See id. at 2, ¶ 13.) The straw must be finely mulched onto farm fields,

or removed from farm fields, to avoid suffocating the next year’s grass seed crop or to allow for

replanting. (See id. at 2, ¶ 14.)

Until about 1993, grass seed straw commonly was piled and burned. (See id. at 2, ¶¶ 11-

12.) Straw is not commonly used as an animal feed in the United States. (See Ptf’s Decl of

Lerwick at 2, ¶ 13.) A market for straw exists in Asia, where customers often mix the straw with

other proteins, sugars, and fibers for use as animal feed. (See id., ¶¶ 9, 10, 12.) However, it is

not cost-effective to ship the large, “single-pressed” bales that are formed by mobile balers

collecting the straw left on the fields in windrows. (See id. at ¶ 8.) Single-pressed bales are

approximately three feet by four feet, by seven to twelve feet in length. (See Ptf’s Decl of

Gaibler at 3, ¶ 15; Stip Facts at 3, ¶ 13.) Single-pressed bales are commonly moved to a covered

location shortly after baling in the field to avoid subjecting the baled straw to rain. (See Ptf’s

Decl of Gaibler at 3, ¶ 16; Stip Facts at 4, ¶ 21 (“Hay and straw is initially baled in the farm

fields, and then transported to barns plaintiff leases before being compressed.”).) From there, the

single-pressed bales are taken to the Compression System, which is located in a barn that

ORDER GRANTING DEFENDANT’S MOTION FOR SUMMARY JUDGMENT TC 5328 2 of 16 Taxpayer leases near the fields farmed by Taxpayer’s shareholders. (See Stip Facts at 4, ¶ 17;

Ptf’s Decl of Gaibler at 4, ¶ 25.) The single-pressed bales are fed into the Compression System,

which cuts them in half, compresses them lengthwise, and wraps them for shipment, resulting in

smaller bales that are about one-half as tall, around 80 percent shorter, and up to twice as dense,

compared to single-pressed bales. (See Stip Facts at 3, ¶ 10, 13, 14, 16.)

Approximately one-half the straw that is double-pressed is sourced from fields owned by

Taxpayer’s shareholders, and the other half is purchased from other farms. (See Stip Facts at 4, ¶

20) The barn where the Compression System is located is on land in Yamhill County that is

zoned for exclusive farm use. (See Stip Facts at 4, ¶ 17; Ptf’s Decl of Huddleston at 2, ¶ 8, Exs

1 & 2.)

II. ISSUE

Is the Compression System exempt from property tax under ORS 307.394(1)(a), (b), or

(d)?

III. ANALYSIS

A. Relevant Statute: ORS 307.394(1)

The department seeks summary judgment that the Compression System is ineligible for

exemption under paragraphs (a), (b), and (d) of ORS 307.394(1). Taxpayer does not seek

exemption for the Compression System under the remaining paragraph, ORS 307.394(1)(c). The

court reprints ORS 307.394(1) in its entirety:

“(1) The following tangible personal property is exempt from ad valorem property taxation: “(a) Farm machinery and equipment used primarily in the preparation of land, planting, raising, cultivating, irrigating, harvesting or placing in storage of farm crops; “(b) Farm machinery and equipment used primarily for the purpose of feeding, breeding, management and sale of, or the produce of, livestock,

ORDER GRANTING DEFENDANT’S MOTION FOR SUMMARY JUDGMENT TC 5328 3 of 16 poultry, fur-bearing animals or bees or for dairying and the sale of dairy products; “(c) Machinery and equipment used primarily to implement a remediation plan as defined in ORS 308A.053 for the period of time for which the remediation plan is certified; or “(d) Farm machinery and equipment used primarily in any other agricultural or horticultural use or animal husbandry or any combination of these activities.”

B. Meaning of “Farm Machinery and Equipment” Under King Estate

In King Estate Winery, Inc. v. Dept. of Rev., 329 Or 414, 988 P2d 369 (1999), the Oregon

Supreme Court construed the predecessor of paragraph (d) of ORS 307.394(1), as well as the

term “[f]arm machinery and equipment,” which appears in both paragraphs (d) and (a). 2

Accordingly, this court begins by examining the analysis in King Estate and, to the extent

applicable, applying that analysis to Taxpayer’s claims for exemption under paragraphs (a) and

(d).

In King Estate, the property at issue was tangible personal property used to make and sell

wine in the taxpayer’s winery, consisting of (1) “‘equipment used to stem and crush the grapes,

filter the juice, and ferment and store the wine’”; (2) furniture used in the dining room and guest

rooms; (3) computers and other recordkeeping equipment; (4) rolling stock, including forklifts,

and a generator; and (5) materials and supplies. King Estate, 329 Or at 416 (quoting 14 OTR

169, 170-171 (1997)).

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Related

State v. Gaines
206 P.3d 1042 (Oregon Supreme Court, 2009)
King Estate Winery, Inc. v. Department of Revenue
988 P.2d 369 (Oregon Supreme Court, 1999)
King Estate Winery, Inc. v. Department of Revenue
14 Or. Tax 169 (Oregon Tax Court, 1997)
Ransom v. Radiology Specialists of the Nw.
425 P.3d 412 (Oregon Supreme Court, 2018)
Lakeview Farms, Ltd. v. Dept. of Rev.
21 Or. Tax 161 (Oregon Tax Court, 2013)
Farmer's Direct, Inc. v. Dept. of Rev.
24 Or. Tax 399 (Oregon Tax Court, 2021)

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