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November 5,  2008

Federal Headlines


Calculation of Interest Rate on Wrongful Levy Judgment Erroneous (Steven N.S. Cheung, Inc., CA-9)

 

In a case of first impression, the Ninth Circuit Court of Appeals decided that a federal district court erred in failing to reduce a corporation's interest award to the extent its wrongful levy judgment exceeded $10,000. The plain language of Code Sec. 6621 compelled the conclusion that Congress intended to treat wrongful levy judgments like overpayments of tax for purposes of calculating interest.

 

Code Sec. 7426(g) provides for interest on a wrongful levy judgment to be calculated as provided in Code Sec. 6621. Code Sec. 6621 provides that the interest rate on corporate tax overpayments equals the federal short-term rate plus 2 percent; when the corporate overpayment exceeds $10,000, the rate on the excess is reduced by 1-1/2 percent. The company asserted that the rate reduction did not apply to a wrongful levy judgment because a levy is not an overpayment of tax. However, Congress clearly expressed its intent to treat those whose property has been wrongfully levied similarly to those who have overpaid their taxes. Therefore, the district court should have applied the rate reduction to the portion of the company's wrongful levy award exceeding $10,000.

 

Reversing and remanding an unreported DC Wash. decision.

Steven N.S. Cheung, Inc., CA-9, 2008-2 USTC ¶50,616

Other References:

 

Code Sec. 6621

 

CCH Reference - 2008FED ¶39,455.51

 

Code Sec. 7426

 

CCH Reference - 2008FED ¶41,713.10

 

Tax Research Consultant

 

CCH Reference - TRC IRS: 51,156.30

CCH Reference - TRC PENALTY: 9,100

 

State Headlines


All States --Sales and Use Tax: BAC Invokes SST Issue Resolution Process Over New Jersey Fur Tax Dispute

 

The Business Advisory Council (BAC) of the Streamlined Sales Tax (SST) Governing Board has invoked the issue resolution process of the SST Agreement and requested that the Board reconsider its finding that New Jersey's fur tax does not put the state out of compliance with the Agreement. This is the first time that the Agreement's issue resolution process has been invoked and the procedures to be followed are still being worked out. The BAC has requested a hearing before the Board's Issue Resolution Committee, which will schedule a hearing not sooner than 60 days from receipt of the petition on November 3, 2008.

 

The Board has found New Jersey, a member state, out of compliance with the Agreement for its failure to adopt certain telecommunications provisions. A series of staggered sanctions were approved, the first of these (a loss of voting rights) comes into effect if New Jersey is not back in compliance by January 1, 2009. However, the Board, by a divided vote on September 4, 2008, upheld a separate finding by its Compliance Review and Interpretations Committee (CRIC) that New Jersey's retail gross receipts tax on fur clothing is not out of compliance with the Agreement. (TAXDAY, 2008/09/09, S.1)

 

The BAC contends that New Jersey's fur tax violates various provisions of the Agreement. New Jersey's general use tax is imposed at 7%, while its use tax on sales of fur clothing is imposed at 6%, which the BAC alleges violates the Agreement's prohibition on multiple use tax rates in a member state. The BAC also alleges that New Jersey's definition of "fur clothing" is substantially different from the uniform definition in the Agreement.

 

Legislation intended to resolve New Jersey's conformity issues involving its telecommunications provisions and taxation of fur clothing has passed the Assembly and is awaiting action in the Senate. (TAXDAY, 2008/09/29, S.12)

 

Subscribers to CCH Tax Research NetWork can view the BAC petition.

Petition for Reconsideration, Business Advisory Council, November 3, 2008.

New Jersey --Corporate Income Tax: Elimination of "Throwout" Rule Proposed

 

The New Jersey Assembly passed proposed legislation that would eliminate the "throwout" rule for corporation business tax apportionment purposes. The removal ("throwout") of sales assigned to states where the corporation is not subject to tax from the denominator of the sales fraction increases the fraction, which increases the portion of the entire net income of a corporation apportioned to New Jersey. The proposed legislation would also eliminate a provision that requires a corporation to have a regular place of business in another state in order to apportion less than 100% of its income to New Jersey. If the proposed legislation becomes law, these changes would apply to privilege periods beginning on or after July 1, 2010. Similar legislation (S.B. 3) was introduced in the state Senate on October 27, 2008.

 

The elimination of the "throwout" rule was part of the package proposed by Governor Corzine, which also includes the adoption of combined reporting.

A.B. 2722, passed Assembly October 27, 2008; Assembly Appropriations Committee Statement, October 23, 2008.

Texas --Property Tax: Restructuring of Property Tax Division Announced

 

Texas Comptroller Susan Combs announced November 3 that changes are being made to ensure efficiency and transparency in her agency's property tax functions and to provide assistance to appraisal districts. As part of the effort, the Property Tax Division has been renamed the Property Tax Assistance Division and made a stand-alone division in the Comptroller's office. Combs said the division's new name and independent identity reflect a renewed emphasis on provision of technical assistance to local school districts and county appraisal districts.

 

Revisions to the annual Property Value Study (PVS) are also planned. The PVS measures the taxable value of property within school districts, which is then used to determine the amount of state funding distributed to the districts. To the extent possible, additional adjusted property sales data will be used and fewer property appraisals will be conducted for the PVS. Combs indicated the shift in study focus will free personnel to assist appraisal districts in their work.

 

School districts and county appraisal districts that disagree with the results of the PVS have a right to appeal. Effective November 3, such appeals will be conducted by the State Office of Administrative Hearings (SOAH) rather than by hearing examiners within the Comptroller's office. A similar change was made when tax case appeals were shifted to the SOAH in January 2007. Combs said that moving PVS appeals to SOAH removes any appearance of bias and ensures the integrity of the appeal process.

 

The Comptroller's news release can be found at http://www.window.state.tx.us/.

News Release, Texas Comptroller Susan Combs, November 2, 2008.

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