JW ELDERS APPLY/RECEIVE CLERGY TAX EXEMPTION

by MadApostate 19 Replies latest watchtower scandals

  • MadApostate
    MadApostate

    Opinions of Counsel

    Volume 10 - Opinions of Counsel SBRPS No. 13

    THESE OPINIONS ARE SUBJECT TO REVISION AND EDITING CHANGES PRIOR TO PUBLICATION.

    Clergy exemption (Jehovah's Witness) - Real Property Tax Law, §460:

    The Congregational Overseer of Jehovah's Witnesses is deemed to be the officiating clergy thereof and, if otherwise qualified, such person's real property may receive the partial exemption provided by section 460 of the RPTL.

    Our opinion has been sought as to applications an assessor has received for the clergy exemption (Real Property Tax Law, §460) from members of the Jehovah's Witness religion. The assessor states that many of these applicants have "secular" employment, but also go door-to-door preaching their religion.

    RPTL, section 460, provides that real property, owned by a "minister of the gospel, priest or rabbi of any denomination, an actual resident and inhabitant of this state, who is engaged in work assigned by the church or denomination of which he or she is a member" shall be exempt from taxation to the extent of $1500.

    In 5 Op.Counsel SBEA No. 124, we concluded that:

    The [§460] exemption applies to real property owned by a person whose principal occupation is and whose time is devoted to, the performance of the duties of a clergyman. * * * Thus when a clergyman also engages in a secular occupation or employment, it becomes a question of fact of whether the clergyman is engaged in the performance of his duties as such, or whether in fact he is engaged in the pursuit of a nonreligious occupation and his duties as a clergyman are merely secondary or of a part time nature.

    In 5 Op.Counsel SBEA No. 54, we concluded that there is no requirement in section 460 that the applicant be an officiating clergyman of a religious corporation. Rather, if a clergyman occupying an administrative post is engaged in the work assigned to him by the church or denomination of which he is a member, he may receive an exemption pursuant to section 460.

    In determining potential eligibility under section 460, the assessor should not grant the exemption merely upon presentation of a card saying that the person is an ordained minister. An applicant, in our opinion, must demonstrate the existence of a congregation and a place of worship, the holding of regular religious services and significant service to his or her congregation. Moreover, power to act as a minister of the gospel, priest or rabbi must come from the congregation. The applicant must demonstrate that he or she is "engaged in the work assigned by the church or denomination of which he or she is a member" (RPTL, §460), and that the applicant is "appointed to lead the congregation" (see, Ingham v. Town of Dickinson, 192 A.D.2d 813, 597 N.Y.S.2d 173 (3d Dept. 1993)). If the applicant cannot demonstrate eligibility, the exemption should be denied.

    In the present case, a Congregational Overseer of Jehovah's Witnesses, while he or she may not have received a degree in divinity from an accredited school of ministry, is nevertheless considered to be a minister of Jehovah's Witnesses, who has been ordained in accordance with the rules and principles prescribed by the denomination. As such a minister, the Congregational Overseer is appointed by the governing body of the denomination to preside over and direct the spiritual functions and practices of the local congregation, and is authorized to perform the ordinary rites and ceremonies recognized and employed by the Jehovah's Witnesses. We distinguish the Overseer from other ordained members of Jehovah's Witnesses, as the other ordained members are not ministers, priests or their equivalent, and do not lead the congregation, as the statute requires (see also, 4 Op.Counsel SBEA No. 70 [cantor] and 6 id. No. 78 [deacon]).

    July 26, 1995

    Last Modified on: Tuesday, February 5, 2002

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    Contact UsQuestions/Comments: [email protected]
    (518) 486-5446

    ----------------------------------------

    Note that any elder could be eligible per the "blue" paragraph.

  • Celia
    Celia

    Wow ! really ? The elders are now considered clergymen ?????

    In the present case, a Congregational Overseer of Jehovah's Witnesses, while he or she may not have received a degree in divinity from an accredited school of ministry...

    What ? Say again ? He or She !!! ???

  • ashitaka
    ashitaka

    Hell, can I be an elder, too?

    ashi

  • Satanus
    Satanus

    Good thread, mad

    the applicant is "appointed to lead the congregation"
    The wt used to quote the bible that jws had no leader but jesus. What they won't do for money!

    SS

  • MadApostate
    MadApostate

    Folks, the "clique" may be boycotting my posts,

    BBBUUUTTT

    if you bunch of knuckleheads don't see the value of getting this bit of info out to New York JWs, then you need to turn in your "special apostate decoder rings".

    I'm guessing that this is lkely not even "unique" to NY, since most states do the same things as others. A little detective work would probably disclose that elders across the U.S. are using similar "tax dodges", not available to the rank and file.

    Another example, similar to the UN-NGO status, that JWs "walk and talk" like the Babylonish "duck".

  • detective
    detective

    I guess it pays to be an elder. Nice perks.

  • MadApostate
    MadApostate

    NYS BOARD OF REAL PROPERTY SERVICES

    RP-460 (9/00)

    APPLICATION FOR PARTIAL TAX EXEMPTION FOR REAL PROPERTY OF MEMBERS OF THE CLERGY

    (See information and filing requirements on back of form)

    1. Name and telephone no. of owner(s)

    _________________________
    Day No. ( )____________________

    Evening No. ( )__________________

    2. Mailing address of owner(s)

    ________________________________

    3. Location of property

    __________________________________
    Street address


    Village (if any) __________________________________

    City/Town
    _________________________________

    School District
    _________________________________
    Parcel identification no. (see tax bill or assessment roll)

    _________________________________

    Tax map number or section/block/lot________________

    Attach document providing ownership, such as deed, if not previously submitted

    4. Is applicant an actual resident and inhabitant of the State of New York?

    ____Yes ____No

    5. Is applicant engaged in ministerial work assigned to him/her by the church or denomination of which applicant is a member, such work constituting applicant's principal occupation?

    __Yes ___No

    If yes, indicate name of church or denomination: ______________________________

    If no, indicate alternative basis for exemption:

    ____Applicant is unable to perform his/her religious duties due to impaired health. (attach documentation such as physician's statement)

    ____Applicant is over seventy years of age. (Attach documentation such as birth or baptismal certificate if not previously submitted)

    ____Applicant is surviving spouse of a member of the clergy who met the requirements of this statute at the time of his/her death, and applicant has not remarried.

    Name of deceased spouse _________________________________

    Name of deceased spouse's church or denomination __________________________________

    6. Is the applicant occupied in secular employment?

    ____Yes ____No

    If yes, indicate amount of time devoted to:

    a. secular employment: ___ per ___

    b. religious duties: ___ per ____

    Description of secular duties:
    __________________________________

    7. Is applicant the owner of other real property in the State of New York which is exempt from taxation pursuant to this statute?

    _____Yes _____No

    a. If yes indicate location of property:

    _________________
    (City, Town, Village)
    _________________ (County)
    _________________
    (School District)

    b. Amount of exemption on other property

    $________________________

    I, ________________________ hereby certify that the information on this application, and any accompanying papers constitute a true statement of fact.

    _________________
    (Signature of owner or authorized representative)

    _________________
    Date

    Page 2
    RP-460 (9/00)


    2

    GENERAL INFORMATION AND REQUIREMENTS

    1. AUTHORIZATION FOR EXEMPTION

    Section 460 of the Real Property Tax Law authorizes an exemption from real property taxation (but not special ad valorem levies or special assessments) to the extent of fifteen hundred dollars ($1,500) for real property owned by a member of the clergy or the unmarried surviving spouse of such member of the clergy meeting the statutory qualifications.

    The exemption is applied against the assessed value of the property.

    2. APPLICATION FOR EXEMPTION

    An application must be filed annually. Proof of ownership need only be included with the first filing of this application. Where proof of age is required, such proof need only be submitted once. Where applicable, proof of poor health must be submitted annually.

    3. PLACE OF FILING APPLICATION

    Application for exemption from county, city, town and school district taxes must be filed with the city or town assessor who prepares the assessment roll used in levying county, city, or town and school taxes. If the property is also located within a village which assesses, a separate application for exemption from village taxes must be submitted to the village assessor. In Nassau County, application for exemption from county, town and school district taxes must be filed with the Nassau County Board of Assessors. In Tompkins County, application for exemption from county, city, town, village and school district taxes must be filed with the Tompkins County
    Division of Assessment. Do not file this form with the State Board of Real Property Services.

    4. TIME OF FILING APPLICATION

    The application must be filed in the assessor's office on or before the appropriate taxable status date. In towns preparing their assessment roll in accordance with the schedule provided in the Real Property Tax Law, the taxable status is March 1. In towns in Nassau County, the taxable status date is January 2. In towns in Erie County, the taxable status date is May 1. In towns in Westchester County, the taxable status date is June 1. In cities, the taxable status date is determined by the city charter and the city assessor's office should be consulted for the specific date.
    Taxable status date for most villages which assess is January 1, but the village clerk should be consulted for variations.

    THE STATUTE: REAL PROPERTY TAX LAW, SECTION 460

    460(1). Clergy. Real property owned by a minister of the gospel, priest or rabbi of any denomination, an actual resident and inhabitant of this state, who is engaged in the work assigned by the church or denomination of which he or she is a minister, or who is unable to perform such work due to impaired health or is over seventy years of age, and real property owned by his or her unremarried surviving spouse while an actual resident and inhabitant of this state, shall be exempt from taxation to the extent of fifteen hundred dollars.

    SPACE BELOW FOR USE OF ASSESSOR

    Date application filed
    ____________________

    Applicable taxable status date
    __________________

    Application:
    ______Approved ______Disapproved

    a. Assessed valuation of parcel before applying clergy exemption..............

    $ _______________

    b. Clergy exemption granted......
    $_________

    Taxable valuation of parcel after applying clergy exemption.....
    (a. minus b.).........

    $_________

    _________________
    Assessor's signature

    _________________
    Date

  • LDH
    LDH

    This doesn't particularly bug me since my father pays out about $28,000 a year in total taxes---BUT

    What I would like to know is how this case came to be? Who applied for it?

    Do you have any other info---I could contact some friends in Albany as I grew up in NY.

    Why the double talk? The first paragraph says only "presiding Overseers" qualify for this exemption. Please explain, what is your reason behind saying "any elder" could qualify?

    I don't think this action would come from headquarters, this must have been brought by in individual in NY state. Yes?!?!?

  • MadApostate
    MadApostate

    Can anyone think of anything else that PROVES that the JW Borganization has clergy-laity distinction better than this- the "voluntary" filing of application"S" for a unique clergy tax exemption, which had to be specially "ruled on"?

  • nicolaou
    nicolaou

    Good post Mad'!

    Question:
    How do we reconcile these two statements,

    power to act as a minister of the gospel, priest or rabbi must come from the congregation.
    ,
    As such a minister, the Congregational Overseer is appointed by the governing body of the denomination to preside over and direct the spiritual functions and practices of the local congregation,
    I think the discrepancy there is important.

    Nic'

    http://www.do-not-call.org

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