Wynne v. Department of Revenue

156 P.3d 64, 342 Or. 515
CourtOregon Supreme Court
DecidedMarch 29, 2007
DocketTC 4709; SC S52738
StatusPublished
Cited by10 cases

This text of 156 P.3d 64 (Wynne v. Department of Revenue) 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
Wynne v. Department of Revenue, 156 P.3d 64, 342 Or. 515 (Or. 2007).

Opinion

*517 DURHAM, J.

Plaintiff appeals a judgment entered August 9,2005, in the Oregon Tax Court, Regular Division, that dismissed her complaint with prejudice under TCR 21A(8) because it failed to state ultimate facts sufficient to constitute a claim for relief. This court has jurisdiction of an appeal from a judgment of the tax court. ORS 19.205; ORS 305.445. We affirm.

This case raises a procedural question: Does Oregon law authorize plaintiff to file her claims, which concern a dispute over ad valorem property taxes, in the Regular Division of the tax court without first filing those claims in that court’s magistrate division? The tax court concluded that Oregon law required plaintiff to bring her claims first in the magistrate division, not the Regular Division. Wynne v. Dept. of Rev., 18 OTR 306 (2005) (order granting motion to dismiss). To explain why we agree with that determination, we begin with a brief statement of the facts from the record, including plaintiffs complaint. In doing so, we construe the facts alleged in the complaint in the light most favorable to the nonmoving party, plaintiff.

The property in question is plaintiffs manufactured residential structure in Lincoln County (the county). Plaintiff disputed the valuation that the county assigned to the property for three tax years, 2001-02, 2002-03, and 2003-04. Plaintiff filed claims regarding those disputes in the magistrate division. On November 10, 2004, a magistrate resolved those disputes by entering a judgment, to which plaintiff stipulated, that declared the real market value of the property for the three years in question.

Also in November 2004, the county mailed a notice to plaintiff of the assessed valuation of the property for the 2004-05 tax year. Plaintiff disagreed with that assessment and pursued, unsuccessfully, an appeal under ORS 309.100 of the valuation decision to the county board of property tax appeals. She then filed two challenges to the board’s decision, one in the magistrate division and one in the Regular Division of the tax court. 1 This case concerns plaintiffs challenge *518 to the valuation for the 2004-05 tax year that plaintiff filed in the Regular Division.

The Department of Revenue (department) filed a motion to dismiss the proceeding in the Regular Division, arguing that plaintiff failed to state facts sufficient to state a claim for relief from the Regular Division. The department argued that Oregon law required plaintiff to proceed first through the magistrate division before bringing any claim in the Regular Division.

In response, plaintiff raised a number of arguments. She asserted that her claim in the Regular Division sought to challenge the valuation methodology that the county had followed, not only the valuation of her property for a single tax year, and that she was requesting declaratory relief that would control the county’s valuations in future years. She explained that that approach, in her view, was more efficient and would obviate the need to pursue identical appeals each year. She also pointed out that she had raised certain state constitutional challenges regarding the uniformity of the county’s assessment of her property and argued that the magistrate division had no authority to consider constitutional challenges of that kind. 2 Finally, plaintiff contended that her claim incorporated a request for injunctive relief to control the county’s conduct in the future. She asserted that only the Regular Division, not the magistrate division, could grant injunctive relief. As noted, the tax court rejected each of those arguments.

Plaintiffs complaint, reduced to its essence, challenges the county’s valuation of her property for a single tax year, 2004-05. Plaintiff charges that the valuations that the *519 county had assigned in previous tax years also were erroneous, but the November 10, 2004, judgment to which plaintiff stipulated finally adjudicated those earlier valuation disputes. Neither does plaintiffs assertion of constitutional bases for her challenge and her request for declaratory and injunctive relief alter the character of her complaint. Although the department offers a variety of reasons why plaintiff cannot seek those particular forms of relief in this proceeding, we conclude, as did the tax court, that plaintiffs complaint is insufficient for a more fundamental reason.

The statutory authority for plaintiffs appeal of her dispute with the county is ORS 305.275, which provides, in part:

“(1) Any person may appeal under this subsection to the magistrate division of the Oregon Tax Court as provided in ORS 305.280 and 305.560, if all of the following criteria are met:
“(a) The person must be aggrieved by and affected by an act, omission, order or determination of:
“(B) A county board of property tax appeals other than an order of the board;
“(b) The act, omission, order or determination must affect the property of the person making the appeal * * *.
“(c) There is no other statutory right of appeal for the grievance.
“(3) Subject to ORS 305.403, if a taxpayer may appeal to the board of property tax appeals under ORS 309.100, then no appeal shall be allowed under this section. The appeal under this section is from an order of the board as a result of the appeal filed under ORS 309.100 or from an order of the board that certain corrections, additions to or changes in the roll be made.”

Plaintiffs case meets the criteria listed in ORS 305.275(1). Therefore, that statute entitled her to appeal “to the magistrate division of the Oregon Tax Court as provided *520 in ORS 305.280 and 305.560 * * ORS 305.280 lists several timelines and other rules for tax appeals that are not material to the present discussion. ORS 305.560

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Cite This Page — Counsel Stack

Bluebook (online)
156 P.3d 64, 342 Or. 515, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wynne-v-department-of-revenue-or-2007.