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Coats v. Limbach

Supreme Court of Ohio
Dec 27, 1989
47 Ohio St. 3d 114 (Ohio 1989)

Summary

In Coats, the BTA declined to convene a supplemental hearing for the purpose of hearing the testimony of an accountant, where the appellant had herself appeared at the first hearing and had explained that the accountant was ill.

Summary of this case from LTC Properties, Inc. v. Licking County Board of Revision

Opinion

No. 88-801

Submitted September 27, 1989 —

Decided December 27, 1989.

Taxation — Board of Tax Appeals' denial of continuance an abuse of discretion, when — Factors considered when granting continuance.

APPEAL from the Board of Tax Appeals, No. 85-C-795.

James L. Coats and Helen Coats filed personal property tax returns for 1981, 1982, and 1983, in which they valued their oil drilling equipment using Class I of the appellee-Tax Commissioner's "302" Computation Directive. The equipment's useful life, on which its depreciation is based, would be six years under Class I. After an audit, appellee valued the equipment using Class II, for a useful life of 6 to 8.4 years. This action increased the equipment's value and the resulting tax.

The Coatses appealed to the Board of Tax Appeals ("BTA"). The BTA continued its first hearing, scheduled for January 1987, because James Coats had died in December 1986.

At the rescheduled hearing, appellants, Helen Coats, individually and as executor of the estate of James Coats, informed the hearing examiner that appellants' witness, James Henderson, had telephoned appellants' attorney that morning and advised him that Henderson was ill and would not attend the hearing. Henderson, an accountant, had prepared the returns and was to testify regarding the depreciation schedule. Appellants presented exhibits that Henderson had prepared, but the BTA refused to admit them, finding them to be hearsay.

Appellant Helen Coats, herself an accountant, testified that she supplied Henderson with the information for the returns and the exhibits. However, she did not know why Henderson had selected Class I useful lives, and she had not reviewed the exhibits with him.

Nevertheless, Helen Coats had worked in the oil drilling business for twenty-five years and had purchased equipment, scheduled repairs, and paid repair bills for the equipment. She testified that the equipment was used in a fashion typical for oil drilling equipment owned by others in the industry. She concluded that the useful life for the equipment was no more than six years.

In a separate decision, the BTA denied appellant's motion for a supplemental hearing to receive Henderson's testimony. Moreover, in its merit decision, the BTA declared Exhibit B, which listed depreciation percentage figures, to be inadmissible hearsay because Helen Coats did not have personal knowledge of the facts contained in it. Furthermore, the BTA found that appellants had not proved that the useful life of the equipment was different than that in appellee's ruling. Consequently, the BTA affirmed the appellee's order.

The cause is now before this court upon an appeal as of right.

Thomas P. Michael, for appellants.

Anthony J. Celebrezze, Jr., attorney general, Richard C. Farrin and David G. Lambert, for appellee.


Appellants argue that the BTA's refusal to reconvene the hearing so that Henderson could testify was either an abuse of discretion or a denial of due process. Alternatively, they argue that they have satisfied their burden of proof with Helen Coats' testimony. Since we hold that the BTA abused its discretion, we reverse and remand.

Treating the appellants' arguments in reverse order illuminates the probable importance of Henderson's testimony. Appellants must establish the value of their equipment, because they must overcome the presumption that appellee's valuation was correct. Snider v. Limbach (1989), 44 Ohio St.3d 200, 201-202, 542 N.E.2d 647, 649. Without Henderson's testimony, the BTA denied admission of the exhibits that he had prepared; thereafter it found that appellants had failed in their burden. Given this court's required deference to the BTA's factual decision, we may not reverse it unless we find, from the record, that the decision is unreasonable or unlawful. Cardinal Federal S. L. Assn. v. Bd. of Revision (1975), 44 Ohio St.2d 13, 73 O.O. 2d 83, 336 N.E.2d 433, paragraph four of the syllabus.

On the present record, the BTA's decision appears correct. Despite Helen Coats' knowledgeable testimony that the useful life of the equipment was six years, the BTA found that appellants had not sustained their burden of proof. The strongest evidence of useful life that the appellants were prepared to submit was the exhibits prepared by Henderson and his testimony. Whether appellants would have sustained their burden had Henderson testified is unknown. To be sure, appellants failed without it; Henderson's testimony appears material since he selected the useful lives based on information supplied him by the appellants. Consequently, this case turns on whether refusal to reconvene the hearing was an abuse of discretion or a denial of due process.

According to Akron v. Pub. Util. Comm. (1966), 5 Ohio St.2d 237, 241, 34 O.O. 2d 467, 470, 215 N.E.2d 366, 370, "* * * [o]rders granting or refusing continuance as well as orders setting time for argument or time for filing briefs generally rest in the sound discretion of the trial court or, as in this cause, in the sound discretion of the commission." Thus, the standard for granting continuances is the same for an administrative agency as it is for a trial court — the sound discretion of the tribunal.

In State, ex rel. Buck, v. McCabe (1942), 140 Ohio St. 535, 24 O.O. 552, 45 N.E.2d 763, paragraph two of the syllabus, the court listed the factors necessary for a continuance to be within the sound exercise of the court's power:

"To constitute a sufficient ground for a continuance because of the absence of a party it must appear that the absence is unavoidable, and not voluntary; that his presence at the trial is necessary; that the application is made in good faith; and that he probably will be able to attend court at some reasonable future time."

In that case, an action in mandamus, the trial court in the underlying action had granted a continuance for the defendant, a soldier, who was engaged in foreign military service. The Supreme Court found no abuse of discretion by the trial court. The Supreme Court based a continuance on a party's right, reasonably, to attend the trial but balanced this right with the court's ability to conduct the trial without unnecessary delay. According to the Supreme Court, unreasonable delays are intolerable, and continuances are justifiable according to the circumstances. This court observed that courts liberally continue cases because denying a continuance would deny a litigant his day in court. Id. at 538, 24 O.O. at 553, 45 N.E.2d at 766.

That case dealt with granting a continuance for a party. The Court of Appeals for Hamilton County has heard several cases in which the trial court denied a continuance because a material witness was absent. In Kidd v. Cincinnati Transit Co. (1970), 24 Ohio App.2d 101, 53 O.O. 2d 285, 265 N.E.2d 297, the court held that the denial of a continuance, requested because a material witness was absent due to the death of his father, and the sua sponte dismissal of the action constituted an abuse of discretion. The opposing party neither appeared nor opposed the continuance. The appellate court decided that the plaintiff did not seek an unreasonable delay. The court reasoned that parties should benefit from the personal attendance of material witnesses if such attendance is practicable.

Later, in Garrett v. Garrett (1977), 54 Ohio App.2d 25, 8 O.O. 3d 41, 374 N.E.2d 654, a paternity action, defendant requested a two-day continuance to complete new blood tests, which had been delayed by plaintiff's dilatory submission to blood sampling and by the temporary illness of a necessary technician. Defendant also sought to depose the expert and to allow for travel time. The defendant was forced to rest his case without the newer blood tests. Under these circumstances, the court ruled that the trial court abused its discretion.

In the instant case, Henderson's absence appeared unavoidable — correspondence in the statutory transcript indicates that appellee's hearing had been continued once due to Henderson's ill health. Further, correspondence indicates that appellants had belatedly forwarded documents to appellee because Henderson was ill. Therefore, the transcript demonstrates that Henderson was ill and that his absence was understandable. Second, in view of the BTA's decision, Henderson's testimony was critical to the taxpayer. He prepared the returns and selected the useful lives for the equipment. Helen Coats was not allowed, and appeared unable, to testify how and why Henderson selected the useful lives that he did. Third, the application appears to have been made in good faith. Fourth, nothing in the record suggests that Henderson would not have attended a future hearing; he had attended appellee's hearing after it was once continued. Moreover, appellee did not object to a continuance. Under the factors set forth in State, ex rel. Buck, v. McCabe, supra, sufficient grounds existed for a continuance. Under the reasoning of Kidd and Garrett, the BTA abused its discretion in denying a continuance. Since we have decided this case on abuse of discretion grounds, we need not address whether the BTA's denial of the continuance was a denial of due process.

Accordingly, we reverse the BTA's decision and remand this cause for further hearing.

Decision reversed and cause remanded.

MOYER, C.J., SWEENEY, HOLMES, DOUGLAS, WRIGHT, H. BROWN and RESNICK, JJ., concur.


Summaries of

Coats v. Limbach

Supreme Court of Ohio
Dec 27, 1989
47 Ohio St. 3d 114 (Ohio 1989)

In Coats, the BTA declined to convene a supplemental hearing for the purpose of hearing the testimony of an accountant, where the appellant had herself appeared at the first hearing and had explained that the accountant was ill.

Summary of this case from LTC Properties, Inc. v. Licking County Board of Revision

In Coats v. Limbach (1990), 47 Ohio St.3d 114, 548 N.E.2d 918, we set forth the criteria to guide the BTA in granting requests for continuances: the witness's absence must be unavoidable, the witness's testimony must be critical, the request must be made in good faith, and the witness's attendance at a future hearing must be probable.

Summary of this case from Bd. of Edn. v. Bd. of Revision
Case details for

Coats v. Limbach

Case Details

Full title:COATS ET AL., APPELLANTS, v. LIMBACH, TAX COMMR., APPELLEE

Court:Supreme Court of Ohio

Date published: Dec 27, 1989

Citations

47 Ohio St. 3d 114 (Ohio 1989)
548 N.E.2d 917

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