98-062

Response October 5, 1998

 

 

Request

 

RE: (1) UT Residency Requirements:(2) Point Sale Tax is Collected and Paid

 

To Irene Rees:

 

Question 1

 

An individual who rents an apartment in Chicago and works there has purchased a home in Dee Valley Park City, UT. Currently the individual is living here 1-2 months out of the year and performing business from the home in Park City, UT. The house is not rented. The house is the individuals only residence. Can the individual claim UT as their primary residence? In Park City the residence is given a tax break when it is the primary residence of the individual. At what point is one considered a resident of the state of Utah?

 

Question 2

 

At what point should a lawn care individual have tax on a tree that is planted for a client. Does the lawn care person pay the sales tax when the tree is purchased?

 

Does the lawn care person collect sales tax from the home of the individual?

 

Is the tree considered real property when the tree is planted at the home?

 

Thank you for your help in this matter.

 

Sincerely,

NAME

 

RESPONSE LETTER

October 5, 1998

 

NAME

 

RE: Primary Residential Property Tax Exemption and Sales Tax on Landscaping Services

 

Dear NAME,

 

We have received your request for an advisory opinion concerning the application of the primary residential property tax exemption and at what point to collect sales tax on the sale and installation of a tree. Let us address each issue separately.

 

Question 1: Residency and Primary Residential Exemption. Utah Code Ann. §59-10-103(1)(j) provides that an individual is a resident of Utah for income tax purposes if he or she is domiciled for any period of time during the taxable year. For purposes of determining whether an individual is domiciled in this state, Utah Admin. Code R865-9I-2 provides that "domicile" shall mean:

 

(D) the place where an individual has a true, fixed, permanent home and principal establishment, and to which place he or she has (whenever he or she is absent) the intention of returning. It is the place in which a person has voluntarily fixed the habitation of himself or herself and family, not for a mere special or temporary purpose, but with the present intention of making a permanent home.

 

Determination of domicile is one of fact. O’Rourke v. State Tax Comm’n, 830 P.2d 230 (Utah 1992). In determining whether a party has residency under Utah law, a party’s activities are given greater weight than his or her declaration of intent. Allen v. Greyhound Lines, Inc., 583 P.2d 613 (Utah 1978). Thus, in determining your residency status, the Tax Commission would look at your actual activities as evidence of your intent instead of your declarations of intent.

 

A determination of domicile is necessary prior to receiving the primary residential property tax exemption, for Utah Admin. Code R884-24P-52(B) defines a “primary residence” as the location where domicile has been established. The rule further provides a list of 17 factors or items of objective evidence which may be determinative of domicile (copy enclosed).

 

You have supplied few facts from which to determine the domicile of the individual you represent. However, based on the limited information you do supply, it appears that the taxpayer mainly lives and works out of Chicago and has the Park City home as a part-time, second residence. Considering only the facts supplied, we would not consider the individual domiciled in Utah and he or she would not be entitled to the primary residential property tax exemption.

 

However, were all of this individual’s activities known, the totality of factors could conceivably indicate that your client is domiciled in Utah. In that case, our opinion in this letter concerning your client’s domicile would be negated.

 

Question 2: Sales Tax. Enclosed is the Tax Commission’s Publication 45, Sales Tax Guidelines for Horticultural Specialty Trades, which should provide sales tax guidance for your lawn care client. These guidelines indicate that a tree is considered real property upon its installation if it is affixed to the real estate and installed in such a manner that suggests that it will remain in place over the useful life of the tree.

 

Should your lawn care client purchase the tree and install it, then charge the homeowner for the entire project, your client is considered the last person to own the tree as tangible personal property. As your client has converted the tree to real property, he or she must pay sales tax upon the cost of the tree. In this situation, the amount charged by your client to the homeowner is not subject to sales tax.

 

On the other hand, should the homeowner purchase the tree and hire your client to install it,

the homeowner is considered the last person to own the tree as tangible personal property and must pay sales tax on the purchase of the tree. Your client’s installation service of tangible personal property to real property is not a transaction subject to sales tax.

 

Please contact us if you have any other questions.

 

For the Commission,

Joe B. Pacheco, CPA

Commissioner

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