HomeMy WebLinkAboutCommunity Center - Correspondence (2)CITY OF I
„C~~ C' ~ a~ ~4 a„
210 FIOALGO KENAI, ALASKA 99611
TELEPHONE 283-7535
MEMORANDUM
ERO Tir~ P,ogers, City Attorney
~' ~Ci,ty of Kenai
Councilmembers
City of Kenai
DATE: April 23, 1986
RE: Preliminary Findings:. .Bed Tax
ESTION PRESENTED - May the City of Kenai enact a bed tax?
Short Answer - Yes, if certain:; procedures are. followed.
A review has been taken relevant to Alaska Statutes and
appropriate cases to determine whether the City of Kenai could
validly enact a hotel/motel (":bed tex"'}.
One Alaska case ..deals specifically with the issue of bed taxes
within the contekt of the Alaska statutes. In Cit~of Homer v.
Gangl, 650 P.2d 396 (Alaska 19:82), the Alaska Supreme Court
struck down Homer's bed t ax. The case originated in 1979 when
the Homer City Council adopted Ordinance No. 79-19. The
ordinance provided for a levy bf`a tax on transient hotels/motel
room rents, equal to five-percent: (S°b) of the room rent;al for the
first. seven days of occupancy4 Yn and of itself, the Homer
hotel/motel room tax mirrored many hotel/motel room taxes
presently in effect in the Lower 48. At the time the ordinance
was adopted, the City of Homer was a first-class general law
city. At the time, the Borough had a two percent (20} sales tax
for areawide Borough functions on sales, services and rents,
including hotel/motel rents in the City of Homer.
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The Superior Court, in a summary judgment action, permanently
enjoined the tax and the monies collected under the ordinance
were ordered returned to those who had paid the tax. An appeal
and cross appeals to the Supreme Court followed.
The Supreme Court upheld the Superior Court and concluded that
the bed tax imposed by the City of Homer was in fact a sales tax
and therefore subject to statutory requirements and limitations
on sales taxes. In the opinion, there is a considerably long
discussion of why the Supreme Court felt that this was a sales
tax as opposed to a general tax. The reason is not too important
at this juncture, the important fact being that the Court did
conclude that it was a sales tax and therefore subject to certain
requirements and limitations.
Because the Court concluded that the Homer tax was a sales tax,
the Court noted that the tax would therefore be subject to
AS 29.53.440 (now AS 29.45.700. This statute requires the City
to levy a sales tax on every source already taxed by the Borough
or none at all. As the Court pointed out:
"The City can°t pick and choose. If the Borough levies
sales tax on Items 1 through 10, the City can't say, well
we're only going to choose Item 7 and levy a sales tax on
that. The City must levy on Items 1 through 10, or not at
all."
The Court found further support for this proposition in the
legislative history of AS 29.53.440 and through standard rules of
statutory construction. The Court also suggested that under the
statute, it is impermissible for the City to tax one item that
the Borough is taxing at a rate different from the City's
taxation of other items.
It should be noted that to date the Gity of Homer has not enacted
a new bed tax to replace the one which the Supreme Court struck
down. However, in the City of Kenai's case, there is much to
differentiate this city from Homer.
Unlike the City of Homer, the City of Kenai is a home-rule city
and has home-rule powers. In this respect then, the Gangl case
is not applicable to the City of Kenai because under the Alaska
Statutes governing home-rule limitations, AS 29.13.100
(limitation of home-rule powers), a home-rule city like Kenai is
not required to comply with AS 29.53.440 [now AS 29.45.700(a)].
This is the statute that requires the City to levy a sales tax on
every source already taxed by the Borough or none at all.
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Absent any other Kenai Municipal Code provisions, Alaska
Statutes, or Kenai Peninsula Borough ordinances, the City would
be able to enact such a sales tax as has been suggested. There
are, however, code provisions which the City has enacted which
place limitations on our home-rule powers not imposed by any
Alaska statutes.
KMC 7.10.050 provides that:
"Incorporated by reference in this code as though each code
prgviSinn wag gat forth verh atim harein ara gtati~t egg
consisting of ordinances and/or code provisions of the Kenai
Peninsula Borough or such portions thereof, which provides
for the sales taxes, including but not limited to their
levy, collection, and administration."
The effect of KMC 7.10.050 is to give back to the Borough some of
our home-rule powers, which we were not prohibited from
exercising under the Alaska Statutes. Accordingly, any attempt
to enact a bed tax would necessarily require some rearrangment of
this Kenai Municipal Code provision. Once this provision has
been modified, the City could proceed to enact a bed tax.
One of the initial points of contention will be whether the City
can exceed a six percent (6°b} limitation on its sales tax. At
least one source (The Alaska Blue Book), concurs that a home-rule
city may enact sales taxes in excess of the six percent
limitation. The reason for this is simple. AS 29.45.700
provides the power for the cities to levy a sales tax.
Subparagraph (a) of that statute provides that:
11A city in a borough that levies and collects area-wide
sales and use taxes, may levy sales and use taxes on all
sources taxed by the borough, in the manner provided
(emphasis added) for the boroughs except that the assembly
may by ordinance authorize the city to levy and collect
sales and use taxes on other sources."
The key wards in that statute are "in the manner provided for
boroughs.'° This provision forces a city considering a levy to
refer to the borough .sales and use tax procedures under AS
29.45.650. Both of these two statutes are the statutes which
were discussed in Gangl and are now .in recodified forms. Under
AS 29.45.650 (formerly AS 29.53.415), a borough may levy and
collect sales taxes not exceeding six percent. Because the
Borough cannot exceed six percent (6°d), the City cannot either.
The reason neither of these statutes apply to the City of Kenai
is because the City is a home-rule city, and as previously
explained, under AS 29.13.100, the City is not prohibited from
acting in a manner outside these statutes. Accordingly, I would
conclude that the City may levy and collect a sales tax on beds.
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It is important to note however, that through preliminary
discussions with the Borough, should the City of Kenai enact a
bed tax, the City will have to collect the tax itself. It does
not appear at this time that collection of such a tax would be
very difficult.
The question has also been raised whether the City would require
a special election to enact a bed tax. For the same reasons
expressed above in regard to home-rule powers, AS 29.53.420 which
requires referendums for increasing borough sales taxes, would
not apply to the C1tV ahsent any other provision in the KBnei
Municipal Code. If KMC 7.10.050 were modified, there would be no
need to have a special election on the matter.
Finally, it is important to point out that if the City enacts a
bed tax, it will likely be challenged in Court. This memorandum
only address the home-rule issue which appears to allow a bed tax
in excess of six percent. The law in this area is far from
settled and this preliminary opinion should be considered subject
to revision if further developments are brought to light.
TR/clf
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