Portland General Electric Co. v. State Tax Commission

437 P.2d 827, 249 Or. 239, 1968 Ore. LEXIS 637
CourtOregon Supreme Court
DecidedFebruary 28, 1968
StatusPublished
Cited by11 cases

This text of 437 P.2d 827 (Portland General Electric Co. v. State Tax Commission) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Portland General Electric Co. v. State Tax Commission, 437 P.2d 827, 249 Or. 239, 1968 Ore. LEXIS 637 (Or. 1968).

Opinion

McAllister, J.

These cases involve the valuation for ad valorem tax purposes of certain property used by the plaintiff, Portland General Electric Company, as a part of its Pelton-Round Butte Hydro-electric Project in Jefferson county. The State Tax Commission assessed PGE’s interest in the property and PGE being dissatisfied appealed to the Oregon Tax Court. The tax court reduced the valuations fixed by the commission, and the commission has appealed to this court and PGE has cross-appealed. The first case, 2 OTR 222 (1965), involves the 1964 tax year, and the second case, 2 OTR 356 (1966), involves the 1965 tax year. We will first consider the 1964 tax year and thereafter dispose of the separate issues involved in the 1965 tax year.

THE 1964 TAX YEAR

The facts were stipulated except as to the opinion evidence concerning valuation. PGE is an investor-owned public utility engaged in the generation, transmission, distribution and sale of electrical energy. Its property is assessed for ad valorem tax purposes by the commission pursuant to ORS 308.505 to 308.730.

The Pelton-Round Butte Project was constructed by PGE pursuant to a license issued by the Federal Power Commission in 1951 for the Pelton Project, and amended in 1961 to include the Round Butte Project. *242 The license granted to PGE by the FPC was for a term of 50 years, of which 37 years were remaining on January 1, 1964.

The Pelton Project was completed and in operation before January 1, 1964. The Round-Butte Project was completed later. The entire Pelton-Round Butte Project included the Pelton Dam, the Round Butte Dam, a reregulating dam downstream from the Pelton Dam, a reservoir behind each dam, and powerhouses, generating facilities, fish facilities, transmission lines, roads and recreational facilities. The three dams impounded water in the canyons of the Deschutes, Metolius and Crooked Rivers.

The portion of the Pelton-Round Butte Project lying west of the center of the Deschutes River and north of the center of the Metolius River occupies lands on the Warm Springs Indian Reservation which have been permanently reserved by the United States for power purposes. The portion of the project which lies east of the center of the Deschutes River and south of the center of the Metolius River occupies lands of the United States which also have been permanently reserved for power purposes.

PGE was required by the FPC to secure from the Confederated Tribes of the Warm Springs Reservation of Oregon the rights to the use of certain lands on the Warm Springs Indian Reservation. Under their agreement with PGE the Warm Springs Indians granted to PGE easements “for the use of tribal lands upon which the westerly ends of the Pelton Dam, the reregulating dam and the Round Butte Dam would be *243 situated, respectively, together with easements to place powerhouses, transmission lines, substations and other equipment necessary or useful in the generation, transmission and distribution of electric energy, access roads in connection with said projects, and to provide for flowage easements over and upon all tribal lands owned by the Warm Springs Indians which would be inundated by the construction and operation of said power projects or any structures or facilities in connection therewith.”

The flowage easements granted to PGE included:
(a) The right to the use of tribal lands on the westerly side of the Deschutes River for the purpose of a reservoir behind the Pelton Dam, and the right to flood said lands up to an approximate elevation of 1585 feet above mean sea level;
(b) The right to the use of tribal lands on the westerly side of the Deschutes River for the purpose of a reservoir behind the reregulating dam in connection with the Pelton Project, and the right to flood said lands up to an approximate elevation of 1440 feet above mean sea level;
(c) The right to the use of tribal lands on the westerly side of the Deschutes River and westerly and northerly banks of the Metolius River, for purposes of a reservoir not exceeding 1950 feet above mean sea level behind the Round Butte Dam.

In consideration for all of the easements and rights granted to it by the Warm Springs Indians, PGE agreed to pay the Warm Springs Indians monthly sums based upon the nameplate capacity in kilowatts of the generation facilities at the Round Butte and Pelton dams and, in addition, an amount equivalent to one-tenth of one mill ($0.0001) per kilowatt-hour produced by the main generators at the two powerhouses. PGE agreed to pay also a monthly rental of *244 five cents per acre for the rights of way for transmission lines and for roads used in connection with the operation and maintenance of said transmission lines. It appears that PGrE will pay to the Warm Springs Indians under their agreement about $310,000 to $330,000 per year exclusive of the payments for transmission line rights of way.

Prior to the construction of the Round Butte Project, Pacific Power and Light Company and the Bureau of Reclamation owned and operated the Cove Hydroelectric Project upstream from Round Butte. Because the Round Butte Project would inundate the Cove Project, the Federal Power Commission required PGrE to indemnify Pacific and the Bureau for the loss of power from the Cove Project. PGE agreed to supply Pacific and the Bureau with power equivalent to the power they would lose for the estimated remaining life of the Cove Project. Pacific in turn agreed to pay PGfE an amount representing the operating and maintenance expenses of the Cove Project assuming it had continued to exist. PGrE paid Pacific $132,000 to reimburse it for relocating its transmission and other facilities. The land under the Cove Project was conveyed to PGrE, and the Cove Project was destroyed by inundation prior to January 1,1964.

The commission assessed PGrE’s interest in the Cove Project at a value of $369,000, representing the present worth of the power to be delivered annually by PGrE for the remaining life of the Cove Project. The parties have agreed that if an additional assessment is proper, its value for 1964 is $369,000.

In the court below the parties stipulated that the issues to be determined were:

“(a) Whether or not lands of the United States and Tribal lands of the Warm Springs Indian Res *245 ervation within the Pelton-Round Butte Hydroelectric Project are taxable by the State of Oregon.
“(b) If the Court should hold that such lands are taxable, what the true cash value thereof was on January 1, 1964.
“(c) Whether or not the Cove Hydro-electric Project, which was destroyed before January 1, 1964, by inundation is taxable by the State of Oregon. * * *”

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Bluebook (online)
437 P.2d 827, 249 Or. 239, 1968 Ore. LEXIS 637, Counsel Stack Legal Research, https://law.counselstack.com/opinion/portland-general-electric-co-v-state-tax-commission-or-1968.