CITY OF SHEPHERDSVILLE v. NICHOLS FIRE PROTECTION DISTRICT; SOUTHEAST BULLITT FIRE PROTECTION DISTRICT; ZONETON FIRE PROTECTION DISTRICT; AND MT. WASHINGTON FIRE PROTECTION DISTRICT
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RENDERED: JUNE 2, 2006; 2:00 P.M.
NOT TO BE PUBLISHED
Commonwealth Of Kentucky
Court of Appeals
NO. 2004-CA-001259-MR
AND
NO. 2004-CA-001261-MR
CITY OF SHEPHERDSVILLE
APPELLANT
APPEAL FROM BULLITT CIRCUIT COURT
HONORABLE THOMAS L. WALLER, JUDGE
ACTION NO. 99-CI-00881 & 01-CI-00826
v.
NICHOLS FIRE PROTECTION DISTRICT;
SOUTHEAST BULLITT FIRE PROTECTION DISTRICT;
ZONETON FIRE PROTECTION DISTRICT; AND
MT. WASHINGTON FIRE PROTECTION DISTRICT
APPELLEES
OPINION
VACATING AND REMANDING
** ** ** ** **
BEFORE:
BARBER AND McANULTY, JUDGES; BUCKINGHAM, SENIOR JUDGE.1
BARBER, JUDGE:
Appellant, City of Shepherdsville, appeals a
ruling of the Bullitt Circuit Court on annexation of
unincorporated areas.
We believe that the law supports the
lower court rulings only if the City is properly found not to
1
Senior Judge David C. Buckingham sitting as Special Judge by assignment of
the Chief Justice pursuant to Section 110 (5)(b) of the Kentucky Constitution
and KRS 21.580.
have a “regular fire department” as defined by law.
The summary
judgment is vacated and remanded for an evidentiary hearing.
All Appellees argue before this Court that Appellant,
City of Shepherdsville, has failed to preserve its arguments for
review and fails to cite to any portion of the record alleged to
contain errors subject to review, thereby barring review by this
Court.
An appellant must direct this court specifically to the
record where errors occurred below.
Elwell v. Stone, 799 S.W.2d
46, 47 (Ky.App. 1990); CR 76.12(4)(c)(iv) and (v).
Upon review
of the briefs before us, we note that the brief filed by some of
the Appellees has the same flaws complained of.
briefs fail to fully comply with CR 76.12.
Several of the
Despite this fact,
the briefs contain appendices and references to the lower
court’s ruling sufficient to permit review.
The parties are
cautioned, however, that in the future failure to follow the
guidelines of CR 76.12 may result in dismissal of the appeal.
The underlying action was filed in 2001.
Before the
circuit court the Appellee Fire Departments argued that they
provided fire protection services to areas within their various
fire protection districts.
The Appellees argued that the City
was unable to provide that protection as it did not have a
regular fire department.
The City had a fire department without
permanent paid personnel on hand at all times to respond to fire
emergencies.
The Appellee Fire Protection Districts sought
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return of revenue obtained by the City through taxation.
revenue was to pay for fire protection.
This
The Appellees also
sought a determination that they were entitled to continue to
tax residents within their fire protection district.
The City admitted in response to a Request for
Admissions that it had only a volunteer fire department.
The
city also admitted that it did not tax residents specifically
for fire protection.
The City claimed that “Shepherdsville
provides this municipal service [fire protection] as part of the
general services supported by the General Revenue Fund.”
The
City argued that provision of fire protection was a permissible
act by a city.
(Ky.App. 1984).
Barber v. Commissioner of Revenue, 674 S.W.2d 18
The Appellee Fire Protection Districts
contended that because the City did not have a regular fire
department it could not lawfully sever property from an existing
fire protection district through annexation.
Appellees provided
opinions entered on this question in separate opinions by the
Office of Attorney General.
See:
OAG 69-373, OAG 73-662.
These opinions support the Fire Districts’ assertions.
The Bullitt Circuit Court entered a Summary Judgment
ruling that as the City of Shepherdsville had only a volunteer
fire department rather than a regular fire department, it could
not claim to be properly serving the fire protection needs of
the annexed properties.
The City of Shepherdsville asserts that
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the circuit court’s ruling prevents it from providing fire
protection to all citizens and property within its municipal
boundaries.
The City has a municipal fire department supported
by City taxes, funds from state government, and volunteers.
The
City annexed some surrounding areas in accordance with KRS
81A.420.
The areas annexed had previously been provided fire
protection by the Appellees, various local fire departments.
The City also claimed that taxpayers in the annexed
areas pay City taxes for fire protection, but are not provided
such protection by the City fire department.
Instead, those
individuals are provided fire protection by the local fire
department.
The City contends that those individuals are
therefore paying double taxes for their fire protection.
After
investigation by the Kentucky Department of Revenue, the Bullitt
County Property Valuation Administrator restored the annexed
areas to the respective fire district tax rolls pending outcome
of the underlying action.
The City argues that the language of KRS 81A.450 does
not support the court’s ruling.
KRS 81A.450 provides, in
pertinent part:
Whenever any unincorporated territory is
annexed by a City, the annexing City shall
be liable for any indebtedness that is
attached to . . . the territory by reason of
the same being then or previously a part of
any taxing districts and the annexing City
shall assume the liability, so that after
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annexation the burden of taxation shall be
uniform throughout the City.
The trial court ruled that the situation in the
present case was governed by KRS 75.020(3) which holds that:
Any city that maintains a regular fire
department and has either by incorporation
or annexation caused property to be stricken
from a fire protection district or a
volunteer fire protection district, shall
assume the liability of such taxes as may be
necessary to pay the proportionate share of
the indebtedness incurred while such
territory was part of said district.
The trial court found that the City did not maintain a regular
fire department, as defined by KRS 95.010(3)(b), which defines a
regular fire department as:
. . . one having a fixed headquarters where
firefighting apparatus and equipment are
maintained and where firefighters are in
constant and uninterrupted attendance to
receive and answer fire alarms.
The City did not have a fire department meeting that definition
at the time the action was filed.
For that reason, and because
the City had not adopted civil services for its fire department
personnel, the circuit court ruled that the City was “not
legally authorized to strike property from the [fire protection]
districts and that the districts are entitled and legally
obligated to provide fire protection for all property within the
annexed area contained within their boundaries.”
In its partial
summary judgment the court held that the fire protection
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districts were entitled to tax revenue from property within the
boundaries of their fire protection areas “even when those areas
may also lie within the Defendant City.”
The City further argues that this constitutes a double
tax upon the city’s residents.
The City further contends that
since the State Fire Marshall and the State Fire Commission have
issued the City’s fire department a certification number, then
it must be a fire department.
It must be noted, however, that
the City admitted in discovery that it did not have a regular
fire department, as defined by statute.
Following the trial court’s entry of judgment against
it, the City claimed to have hired two firefighters to staff the
fire department.
It then requested a new ruling from the
circuit court finding that it now met the definition of a
“regular fire department.”
Appellees objected, saying that two
employees could not possibly fully staff a fire department on a
continual basis as required by the law, and that the City still
did not have a “regular fire department.”
The circuit court
agreed, and ruled that as of September 12, 2003, the City still
did not have a regular fire department.
entered on May 21, 2004.
Summary judgment was
On appeal the City contends that it
did establish a regular fire department in 2003, and that at
that point, it was entitled to include the annexed property on
its tax rolls.
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Appellees, Zoneton Fire Protection District and Mt.
Washington Fire Protection District, assert that the fire
protection districts have standing to contest the illegal
annexation practices of the City.
Fire protection districts
have a judicially cognizable interest in the property within
their respective districts.
Pewee Valley Fire Protection
District v. South Oldham Fire Protection District, 570 S.W.2d
290 (Ky.App. 1978).
The Appellees contend that the property was
illegally removed from the Fire District’s tax rolls at the
City’s request.
The Appellees argue that only a city with a
regular fire department may alter or reduce a fire protection
district territory, and claim that the City of Shepardsville
does not have the required regular fire department.
KRS 75.040(1) permits a fire protection district to
“levy a tax upon the property in the district, including that
property within cities in a fire protection district or a
volunteer fire department district. . . .”
The limits on fire
protection district boundaries exist only where the city
claiming the right to include the property on its tax rolls
“maintains a ‘regular fire department’ and which city has paid
its proportionate share of the indebtedness incurred while such
territory was part of the district.”
Appellees contend that the
trial court properly found that the City does not have a
“regular fire department.”
The Appellees argue that the lower
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court ruled appropriately in finding that the Fire Districts had
the duty to provide fire protection to the annexed areas, and
the right to tax the residents for those services.
No evidentiary hearing was held regarding the City’s
claim that, as of May, 2003, it had met the statutory definition
of a “regular fire department” by hiring an employee and
providing a fixed address for the fire station.
This created an
issue of material fact not capable of determination on summary
judgment.
Summary judgment is not proper where material facts
are in dispute.
Transportation Cabinet, Bureau of Highways,
Commonwealth of Kentucky v. Leneave, 751 S.W.2d 36 (Ky.App.
1988).
For this reason, the summary judgment must be reversed.
The trial court ruled that the City does not have a
regular fire department, as defined by law.
That ruling appears
to be based on the City’s earlier Response to Admissions.
If
the City is found not to have a regular fire department, the
City cannot deny the Fire Districts the right to provide fire
protection and to tax for that protection.
The statutory
language provides limitations in annexation and taxation for
cities who do not meet the statutory requirements for having a
“regular fire department.”
If the City does have such a
department, however, it may have a right to provide fire
services to areas which have been annexed.
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The law provides that summary judgment is to be
cautiously applied.
Steelvest, Inc. v. Scansteel Service Ctr.,
807 S.W.2d 476, 480 (Ky. 1991).
Summary judgment should only be
used to terminate litigation when, as a matter of law, it
appears that it would be impossible for the respondent to
produce evidence at the trial warranting a judgment in his favor
and against the movant.
Id., at 484.
This Court has held that:
On appeal, the standard of review of a
summary judgment is whether the trial court
correctly found that there were no genuine
issues of material fact and that the moving
party was entitled to judgment as a matter
of law. CR 56.03; Scifres v. Kraft, 916
S.W.2d 779, 781 (Ky.App. 1996).
Moore v. Mack Trucks, Inc., 40 S.W.3d 888, 889 (Ky.App. 2001).
The summary judgment is vacated and the case is remanded for
evidentiary hearing on the status of the City of
Shepherdsville’s Fire Department.
Appellees, Nichols Fire Protection District and
Southeast Bullitt Fire Protection District, asserted on appeal
that the City is without standing to sue.
The Fire Protection
Districts do not show that this issue was raised before the
trial court.
This court notes that the City was a party
defendant below, and that for this reason, the facts support the
City’s standing to defend the claims against it both before the
trial court, and on appeal.
Standing is established on a case
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by case basis.
Fourroux v. City of Shepherdsville, 148 S.W.3d
303, 307 (Ky.App. 2004).
Appellees argue that the City has admitted that it was
not harmed by the circuit court’s rulings and that for this
reason the City cannot claim to have standing.
The City
asserted that citizens and taxpayers were harmed, but made no
attempt to include those individuals as parties to the action.
"Standing" is “[a] party's right to make a legal claim or seek
judicial enforcement of a duty or right."
Dictionary 1413 (7th ed. 1999).
Black’s Law
In order to have standing, the
complainant must show that it has some injury distinct from that
of the general public.
Deters v. Kenton County Public Library,
168 S.W.3d 62, 63 (Ky.App. 2005).
The City, as a provider of
services to the public and as the entity conducting the
challenged annexation and taxation, has standing to defend the
claims against it.
We decline to hold that the City lacked
standing.
Based on the foregoing, the judgment of the lower
court is vacated and remanded for proceedings consistent with
this opinion.
McANULTY, JUDGE, CONCURS.
BUCKINGHAM, SENIOR JUDGE, DISSENTS AND FILES SEPARATE
OPINION.
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BUCKINGHAM, SENIOR JUDGE, DISSENTING.
dissent.
I respectfully
In the fire districts’ summary judgment motion, it
referred to the City’s answer to a request for admission wherein
the City admitted it did not have a regular fire department.
In
response to the motion, the City made only general statements
that it now had a regular fire department.
It did not file a
counter-affidavit or other document to support its response.
I
conclude that its general unsupported statements in its response
are insufficient to create an issue of fact in the face of its
prior admission.
See Continental Cas. Co. v. Belknap Hardware &
Mfg. Co., 281 S.W.2d 914, 916 (Ky. 1955).
BRIEFS AND ORAL ARGUMENT FOR
APPELLANT:
Joseph J. Wantland
Shepherdsville, Kentucky
BRIEF AND ORAL ARGUMENT FOR
APPELLEES, ZONETON FIRE
PROTECTION DISTRICT AND MT.
WASHINGTON FIRE PROTECTION
DISTRICT:
Jason F. McGregor
Louisville, Kentucky
BRIEF AND ORAL ARGUMENT FOR
NICHOLS FIRE PROTECTION
DISTRICT AND SOUTHEAST BULLITT
FIRE PROTECTION DISTRICT:
C. Timothy White
Louisville, Kentucky
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