State to receive $65 million windfall

During the past legislative session, the Montana Taxpayers Association was excited to support the Gianforte administration’s

ideas that improved Montana’s tax systems and provided tax relief. We look forward to continuing that working relationship.

However, unless the administration decides soon on the level of the State’s property tax collections, when tax bills go out this

coming November the State of Montana could receive a windfall collection of 65 million dollars in ongoing property tax

revenue. This windfall is in addition to the 22 million dollar increase in property tax revenues the State will receive that

result from statutorily allowed inflation adjustments and property tax collections from new property. The State will collect

almost 90 million dollars more property tax revenue this fiscal year than it did last fiscal year, a 26% increase.

In 1999, the Legislature passed a law limiting how much property tax collections can grow without a vote. The law limits

cities, counties, and the State property tax collection growth to ½ the rate of inflation over the 3 previous years plus revenue

from newly taxable property. Schools have an even more restrictive limit on their tax revenue.

The law that limits property tax collections requires the Montana Department of Revenue to calculate how many mills the

State may collect to comply with the ½ the rate of inflation growth rate. This year, due to the massive increase in value of

residential and commercial properties, the Department calculated that the State should assess 81 mills. At 81 mills State

property tax collections still grow by about 8 million dollars. Combined with over 14 million dollars in taxes from new

property, the state would have over 22 million dollars in new property tax revenue. If the administration decides to impose

an additional 14 mills and assess 95 mills, the state will receive an additional 65 million dollars. About two thirds of

this money will come from the property owners that saw the huge increase in value from reappraisal - homeowners,

landlords, and small businesses.

According to figures published by the Legislative Fiscal Division, in the last fiscal year the State collected 321 million dollars

in property taxes. Using the calculated ½ the rate of inflation, which is 2.4%, the State should collect about 329 million

dollars from last year’s tax base. Adding about 14 million dollars in taxes from new properties, the State should receive 343

million dollars if they levy 81 mills. If the State levies 95 mills the revenues grow to around 408 million dollars, a 26%

increase.

The State is relying on its interpretation of the law to used mills it has banked to increase its assessment from 81 mills to 95

mills. That interpretation is being challenged by several counties. They have asked the Attorney General to look at the law

and issue an opinion as to whether the State has banked mills since it has always assessed the maximum 95 mills current law

allows.

Imposing the lower mill levy will not affect any state or local programs. School funding and local school levies are

not dependent on the amount of money the State collects in property taxes. Those implying so are muddying the waters.

The benefits the State receives from assessing its taxpayers an additional 65 million dollars is to pad the State’s ending

fund balance and to establish a higher tax base to apply the inflation adjustment to in coming years.

We encourage the Gianforte administration to show fiscal restraint and set the state mill levy collections at the 81

mills calculated in accordance with state law.

 

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