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East Ohio Gas Co. v. Limbach

Supreme Court of Ohio
Aug 14, 1991
61 Ohio St. 3d 363 (Ohio 1991)

Opinion

No. 90-287

Submitted April 11, 1991 —

Decided August 14, 1991.

APPEAL and CROSS-APPEAL from the Board of Tax Appeals, No. 85-B-111.

The East Ohio Gas Company ("East Ohio"), appellee and cross-appellant, is a public utility engaged in the production, storage, transmission, and distribution of natural gas to customers in Northeast Ohio. During the audit period, East Ohio leased or purchased certain motor vehicles which it modified for use in servicing and maintaining its gas production, transmission, and distribution systems. It also entered into construction contracts, pursuant to which it acquired gasoline storage tanks and pumps throughout its system. The Tax Commissioner issued a sales tax assessment on the lease and purchase of the motor vehicles, and on the purchase of the storage tanks and pumps.

The assessment was appealed to the Board of Tax Appeals ("BTA"), and an evidentiary hearing was conducted. The BTA reversed the assessment as to the motor vehicles, and determined that all motor vehicles at issue (except for certain trailers) were used to some degree in servicing and maintaining East Ohio's production, transmission, and distribution systems, were specially equipped for such use, and were excepted from taxation. In addition, the BTA reversed the assessment as to the storage tanks and pumps, finding the tanks were underground and covered with a concrete pad and the pumps were mounted upon and bolted to the pad and, thus, were within the definition of "real property" and, therefore, excepted from taxation.

The cause is before this court upon an appeal and cross-appeal as of right.

Jones, Day, Reavis Pogue and John C. Duffy, Jr., for appellee and cross-appellant.

Lee I. Fisher, Attorney General, and Richard C. Farrin, for appellant and cross-appellee.

I


East Ohio in its cross-appeal asserts that the BTA erred in failing to determine whether the purchases of parts and supplies for the purchased and leased motor vehicles were excepted from taxation by R.C. 5739.01(E)(2), as used directly in the rendition of "public utility services" as defined by former R.C. 5739.01(Q), now (P); that the BTA failed to give effect to a stipulation that the numerator of the apportionment fraction used by the commissioner to determine the percentage of taxable purchases of these parts and supplies should be reduced and that the BTA erred in affirming the amount of tax assessed on these purchases; and that the matter should be remanded to the BTA for a determination of the parts and supplies issue. Before this court the Tax Commissioner conceded that the matter should be remanded to the BTA upon this issue. Accordingly, the matter is hereby reversed and remanded for such determination.

II

The Tax Commissioner contests the exception from taxation of the purchase and lease of certain motor vehicles used by East Ohio in connection with servicing and maintaining its production, transmission, and distribution systems.

R.C. 5739.01(E) defines "retail sale" as "all sales except those in which the purpose of the consumer is: * * * (2) * * * to use or consume the thing transferred * * * directly in the rendition of a public utility service * * *."

R.C. 5739.01(Q) (now 5739.01[P]) provided:

"`Used directly in the rendition of a public utility service' means: [1] that property which is to be incorporated into and will become a part of a consumer's production, transmission, transportation, or distribution system and which retains its classification as tangible personal property after such incorporation; [2] fuel or power used in the production, transmission, transportation, or distribution; and [3] tangible personal property used in the repair and maintenance of the production, transmission, transportation or distribution system, including only such motor vehicles as are specially designed and equipped for such use."

Paragraph one of the syllabus in Cincinnati Gas Elec. Co. v. Kosydar (1974), 38 Ohio St.2d 71, 67 O.O.2d 81, 310 N.E.2d 245, provides:

"Tangible personal property is `used directly in the rendition of a public utility service' when its use conforms to one or more of the three standards set forth in R.C. 5739.01(Q)."

The three "standards" of the statute are identified above and, as apparent, the first and second standards have no application to the instant appeal. The third standard, however, is at issue.

The Tax Commissioner argues that the tangible personal property in dispute must be used directly in an exempt activity. As seen from the holding in Cincinnati Gas Elec., supra, if one of the three standards identified in the relevant statute applies, the exception is available to the taxpayer.

The initial question is whether it is necessary that motor vehicles be "specially designed and equipped" for such use. Collateral questions deal with modifications to those vehicles.

The General Assembly has established that only motor vehicles which are specially designed and equipped are entitled to exception. As suggested by the Tax Commissioner, a court in interpreting a statute must give effect to the words utilized, cannot ignore words of the statute, and cannot supply words not included. Wheeling Steel Corp. v. Porterfield (1970), 24 Ohio St.2d 24, 53 O.O.2d 13, 263 N.E.2d 249.

The statute requires that the motor vehicles, to be excepted from taxation, be both specially equipped and specially designed. Nothing in the statute requires, however, that the motor vehicles be specially equipped and designed by the vendor. Thus, the purchaser is entitled to make the modifications. We agree with East Ohio's assertions that the purpose of the purchaser in acquiring the tangible personal property is an appropriate gauge of the use of the property. See Carpenter v. Limbach (1985), 17 Ohio St.3d 39, 17 OBR 32, 477 N.E.2d 216.

Since we conclude that the vehicles must be both specially designed and specially equipped to qualify for the exception and since, except for its finding relative to hatchback cars, the BTA failed to determine whether the vehicles in question were specially designed, the cause is reversed and remanded to the BTA with instructions to determine whether these vehicles were also specially designed for use in the rendition of a public utility service.

III

The Tax Commissioner also contests the exception from taxation of the purchases of the storage tanks and pumps. In this regard, the BTA found that "[t]he tanks are underground and are covered with a concrete pad. The pumps are mounted upon and bolted to the pad." Based upon its analysis of Pittsburgh-Des Moines Steel Co. v. Lindley (1982), 1 Ohio St.3d 15, 1 OBR 39, 437 N.E.2d 302, the BTA decided that tanks such as those here in question fall within the definition of "real property" and are excepted from taxation. We concur. The tanks and pumps which were acquired by East Ohio pursuant to construction contracts were "structures" and, therefore, became real property, losing their characteristics as personal property, and were accordingly excepted.

For the reasons stated above, the decision of the BTA is affirmed in part and reversed in part, and the cause is remanded for further determination by the BTA.

Decision affirmed in part, reversed in part and cause remanded.

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


Summaries of

East Ohio Gas Co. v. Limbach

Supreme Court of Ohio
Aug 14, 1991
61 Ohio St. 3d 363 (Ohio 1991)
Case details for

East Ohio Gas Co. v. Limbach

Case Details

Full title:EAST OHIO GAS COMPANY, APPELLEE AND CROSS-APPELLANT, v. LIMBACH, TAX…

Court:Supreme Court of Ohio

Date published: Aug 14, 1991

Citations

61 Ohio St. 3d 363 (Ohio 1991)
575 N.E.2d 132

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