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updated:   Feb. 13/04

Taxes & market value assessment

The following comments and analysis came from one of world19's subscribers in February, 2003 in reaction to some comments we published in our newsletter.

See also our main page on Property assessment and taxes.

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From a world19 subscriber, Feb. 2003

Feb. 26, 2003

PROPERTY TAXES

It is clear that all is still not well with our property tax system.

I believe the principles upon which a property tax system should be based to be as follows:

1. Property taxes are exactly what they say they are - taxes on property. They are not taxes on wealth. They are not taxes on income and the relationship between property taxes, wealth and income is subtle. If you can't afford the costs, you shouldn't buy the property.

2. The greater the distance from an urban centre, the lower the value of similar size and quality properties and the higher the service costs.

3. Property taxes can remain unchanged or not during periods of recession. If all they fund are city services and education, which are non-cyclical costs, then they can be held constant through a recession. However, if they are required to fund cyclical, social and unemployment related services, they will be counter-cyclical and will rise during a recession and fall (theoretically anyway!) during times of economic growth.

4. Property taxes are either a fixed overhead cost of business or are paid out of the after-tax income of residents. Therefore, they need to be a stable and relatively small component and not a large and fluctuating component of the ratepayer's budget.

From the above:

1 Both size (land plus improvements) and market value ought to be taken into account when determining the assessment basis for any property.

2. In principle, an assessment, once in place and not challenged by the owner, should remain unchanged until the property is sold. This way, retired people and those who improve properties are not penalised. Vendors of property would be required to obtain a notice of reassessment prior to listing.

3. A safety net regarding cyclical costs needs to be established. Property taxes are fine when they cover property expenses and property related city services, but we cannot expect ratepayers to shoulder the load of expenses which, rightfully, should be financed from the stronger sales and income tax bases (both of which have fixed, ie forecastable rates) and by a level of government that has the ability to borrow to cover deficits.

4. Where possible, governments should seek to reduce property taxes and seek to use income and expenditure based taxes to fund programs.

5. Because property taxes are either an overhead cost of business or directly funded from the after-tax income of residents, there needs to be a cap on the amount of property taxes raised, no different from income tax and sales/gst rates. There needs to be certainty moving forward as to what property ownership costs will be and this has been recognized for commercial and multi-dwelling ratepayers, but not residential ratepayers.

You can use the above in comment, and what comes next is comment from me to you.

The above takes into account the funding issue that David outlined in his note to you. The reality is that both the federal and provincial governments have cut the support for services that are now supplied by municipalities and left it for municipal councillors to sort it all out. Add an unwanted bout of amalgamation and we have a real mess.

Re size and efficiency, I believe we need to break down the city into manageable areas, probably along the line of the old municpal boundaries, to enable municipal employees, councillors and residents and ratepayers to reconnect on a level of familiarity that builds supportive relationships. Everybody now is far too remote.

From the same correspondent, Feb. 27/03

This is from my own analysis, from the time I was on the CORRA Property Tax Conmmittee.

I pulled out of all that involvement after mva and amalgamation were imposed. I had become disillusioned and it seemed unwise for me to spend any more energy on a lost cause.

This is only one of many problems we face in the area of governance and most of us tend to be pretty unconscious about how these energies actually work, self included.

A good place to start is to try and lay down some principles and, if we can agree upon the principles, articulate parameters for a workable solution. That is what I have tried to do here.

Other areas, just in the field of municipal governance that, in my view, and in the view of others, need to be addressed are:

1. Restructuring the GTA and, if necessary, other Ontario municipalities, to allow for the efficient management of all parts. This will require us to develop a political and management structure that recognizes the unique characteristics of each part, and the way it contributes to the whole. From my superficial study of the subject, a city (municipality) can be most efficiently managed when it's population is somewhat less than 500,000 people. Jane Jacobs is one person who could talk best to this issue.

2. Restructuring the relationship between Ontario's municipalities and the Government of Ontario. The fact that this relationship, in this day and age, is still predicated upon a structure designed a century and a half ago for a largely rural based economy, simply boggles the mind.

At this time, I do not know how much public interest there is in all/any of this.

The above writer also recommended reading the report below done for the District of Muskoka by David Vallence (chair of CORRA -- Confederation of Residents's & Ratepayers Association of Toronto, and Peter Tomlinson, formerly of the City of Toronto, and one of the foremost experts on property taxation in Ontario:

http://www.muskoka.on.ca/taxation_task_f.htm