Roque Island Gardner Homestead Corporation v. Town of Jonesport

2021 ME 21
CourtSupreme Judicial Court of Maine
DecidedApril 8, 2021
StatusPublished

This text of 2021 ME 21 (Roque Island Gardner Homestead Corporation v. Town of Jonesport) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Roque Island Gardner Homestead Corporation v. Town of Jonesport, 2021 ME 21 (Me. 2021).

Opinion

MAINE SUPREME JUDICIAL COURT Reporter of Decisions Decision: 2021 ME 21 Docket: Ken-20-179 Argued: February 9, 2021 Decided: April 8, 2021

Panel: MEAD, GORMAN, JABAR, HUMPHREY, HORTON, and CONNORS, JJ.

ROQUE ISLAND GARDNER HOMESTEAD CORPORATION

v.

TOWN OF JONESPORT

MEAD, J.

[¶1] In this consolidated appeal concerning property tax abatement

requests made by the Roque Island Gardner Homestead Corporation (RIGHC),

the Town of Jonesport appeals from two decisions of the Superior Court. In the

first, the court (Washington County, Stewart, J.) vacated a decision of the Town’s

Board of Appeals (BOA) denying RIGHC’s requests for abatement concerning

tax years 2015, 2016, and 2018, and remanded the matter to the BOA to make

an independent determination of the property’s fair market value. See

M.R. Civ. P. 80B. In the second, the court (Kennebec County, Stokes, J.) granted

RIGHC’s petition for judicial review of an adverse decision of the State Board of

Property Tax Review (State Board) concerning its request for a tax year 2017 2

abatement and ordered the Town to grant RIGHC’s request. See M.R. Civ. P. 80C.

We affirm both decisions.

I. BACKGROUND

[¶2] The facts are drawn from the supported factual findings of the State

Board and the BOA, and from the corresponding administrative records. See

Grant v. Town of Belgrade, 2019 ME 160, ¶ 2, 221 A.3d 112. RIGHC owns

Roque Island off the Jonesport coast. Roque Island Gardner Homestead Corp. v.

Town of Jonesport, 2017 ME 152, ¶ 3, 167 A.3d 564. The island is largely taxed

as farmland, with the primary exception of a homestead compound consisting

of several houses and other buildings. See id.; 36 M.R.S. §§ 1102(4), 1105

(2021).

[¶3] Over time, RIGHC applied for property tax abatements for tax years

2014 through 2018, with the following results:

• 2014: RIGHC asserted that the Town’s use of a 200% “economic obsolescence factor,” which increased the assessed value of buildings on the island as compared to comparable mainland buildings, was unjustly discriminatory. Roque Island, 2017 ME 152, ¶¶ 5, 10, 167 A.3d 564. We disagreed and affirmed the Town’s denial of RIGHC’s 2014 abatement request. Id. ¶ 18. The 2014 tax year is not at issue in the present appeal.

• 2015 and 2016: RIGHC’s abatement requests were stayed pending a judicial decision on the 2014 request. When those requests were heard in 2019, the BOA denied them on the grounds that (1) our decision in Roque Island resolved the unjust discrimination claim; and (2) it was not 3

required to consider RIGHC’s overvaluation claim for tax years 2015 and 2016 because that claim was raised for the first time at the hearing and was not included in RIGHC's original abatement applications.

RIGHC appealed to the Superior Court pursuant to M.R. Civ. P. 80B, asserting that the assessments on Roque Island were “grossly excessive and illegal.” The court (Stewart, J.) found that RIGHC had met its burden to “present evidence of what the just value of its property was and that the assessed value was substantially overrated,” vacated the BOA’s decision, and remanded for the BOA “to make an independent determination of the fair market value of the Roque Island Property.”

• 2018: In the same proceeding in which it denied the 2015 and 2016 abatement requests, the BOA denied RIGHC’s abatement request for tax year 2018 after considering its overvaluation argument concerning that year, finding that RIGHC had “failed to meet its burden to demonstrate substantial overvaluation resulting in injustice.” The BOA noted that the appraisal on which RIGHC relied addressed only the “primary homestead area” constituting “less than 1% of the island.” The BOA concluded that because the appraisal did not address “the fair market value of the excluded lands or the impact of the existence of the rest of the island on the value of [the homestead area],” it was not “indicative of . . . the value of the whole property.”

On appeal, the Superior Court vacated the BOA’s decision and remanded for the Board to make an independent determination of Roque Island’s fair market value, concluding that RIGHC was not required to show the fair market value of its farmland because it was established by statute, see 36 M.R.S. § 1105, and that the appraisal and other evidence RIGHC presented was sufficient to meet its burden.

• 2017: Distinct from the 2015, 2016, and 2018 tax years at issue in the Rule 80B appeal, RIGHC’s abatement request for 2017 was based on its challenge to the Town assessors’ “correction” of RIGHC’s farmland classification application, which resulted in an increase of “farm and housing structures” acreage from 5.7 acres to 10 acres, with a corresponding decrease in the category of “land unsuitable for farmland,” 4

primarily in the subcategory of “wasteland,” which is included in the statutory definition of “farmland.” 36 M.R.S. § 1102(4).

The assessors denied the abatement request based on the Town’s blanket policy of assigning a one-acre “site lot” to each substantial building, regardless of the actual use of the parcel. Because Roque Island had ten such buildings, its application was adjusted to reflect ten acres assessed as “other land” containing “farm and housing structures.”

RIGHC appealed to the State Board, which denied the appeal, concluding that the Town’s methodology in assigning ten, one-acre “site lots” to Roque Island was “consistent with a reasonable interpretation of [36 M.R.S.] section 1105” and satisfied the constitutional requirement that property taxes “be apportioned and assessed equally according to [the property’s] just value.” Me. Const. art. IX, § 8.

RIGHC sought review in the Superior Court pursuant to M.R. Civ. P. 80C. The court (Stokes, J.) agreed with RIGHC and directed the Town to grant the 2017 abatement request, concluding that “the Town’s good faith effort to equalize the tax treatment of structures brought it into conflict with the Farmland Tax Law [36 M.R.S. §§ 1105, 1108(1) (2021)] because of its one-acre site lot methodology.”

[¶4] We consolidated the Town’s appeals from the two Superior Court

decisions concerning RIGHC’s abatement requests for tax years 2015 through

2018.

II. DISCUSSION

A. Final Judgment Rule

[¶5] Although the Town’s appeal of the Superior Court’s Rule 80C

decision regarding tax year 2017 is taken from a final judgment, its appeal from

the court’s Rule 80B decision—remanding to the BOA for further findings 5

regarding tax years 2015, 2016, and 2018—is not. Accordingly, the Town has

the burden of demonstrating that an exception to the final judgment rule

applies. See Salerno v. Spectrum Med. Grp., P.A., 2019 ME 139, ¶ 7, 215 A.3d 804.

The Town asserts that the judicial economy exception is applicable.

[¶6] We conclude that this is an appropriate case in which to apply the

exception, which “may be invoked in those rare cases in which appellate review

of a non-final order can establish a final, or practically final, disposition of the

entire litigation and the interests of justice require that an immediate review

be undertaken.” Cutting v. Down E. Orthopedic Assocs., P.A., 2021 ME 1,

¶ 16, 244 A.3d 226 (alterations and quotation marks omitted). We recently

explained that

[g]enerally, we invoke the judicial economy exception when there are particularly unique circumstances in the history of a case such as . . . multiple pending proceedings involving the same party . . . .

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Stewart v. Town of Sedgwick
2000 ME 157 (Supreme Judicial Court of Maine, 2000)
Yusem v. Town of Raymond
2001 ME 61 (Supreme Judicial Court of Maine, 2001)
Francis Small Heritage Trust, Inc. v. Town of Limington
2014 ME 102 (Supreme Judicial Court of Maine, 2014)
Roque Island Gardner Homestead Corporation v. Town of Jonesport
2017 ME 152 (Supreme Judicial Court of Maine, 2017)
Town of Eddington v. Emera Maine
2017 ME 225 (Supreme Judicial Court of Maine, 2017)
Ann Salerno v. Spectrum Medical Group, P.A.
2019 ME 139 (Supreme Judicial Court of Maine, 2019)
Shawn A. Grant v. Town of Belgrade
2019 ME 160 (Supreme Judicial Court of Maine, 2019)
John Doe v. Maine Board of Osteopathic Licensure
2020 ME 134 (Supreme Judicial Court of Maine, 2020)
Carol Cutting v. Down East Orthopedic Associates, P.A.
2021 ME 1 (Supreme Judicial Court of Maine, 2021)
Town of Bristol Taxpayers' Ass'n v. Board of Selectmen/Assessors
2008 ME 159 (Supreme Judicial Court of Maine, 2008)

Cite This Page — Counsel Stack

Bluebook (online)
2021 ME 21, Counsel Stack Legal Research, https://law.counselstack.com/opinion/roque-island-gardner-homestead-corporation-v-town-of-jonesport-me-2021.