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A-138-74
Oneil Lambert (Appellant)
v.
The Queen (Respondent)
Court of Appeal, Jackett C.J., Pratte J. and Hyde D.J.—Montreal, June 16, 1976; Ottawa, Septem- ber 7, 1976.
Income tax—Reassessment—Registration of certificate cov ering tax, penalties and interest—Minister collecting against taxpayer's assets—Whether s. 223 of the Income Tax Act violates audi alteram partem rule, and is ultra vires—Whether s. 223 contrary to s. 2(e) of the Canadian Bill of Rights, and is null and void—Income Tax Act, R.S.C. 1952, c. 148; S.C. 1970-71-72, c. 63, ss. 158(2), 165, 223—Canadian Bill of Rights, S.C. 1960, c. 44, s. 2(e).
The Minister reassessed appellant's income, and, though appellant filed a contesting notice, the Minister registered a judgment in the Federal Court for tax, penalties and interest due. Appellant brought an action in the Trial Division seeking a declaration that section 223 of the Income Tax Act is ultra vires as it offends the audi alteram partem rule, or that section 223, in permitting the issuing and registration of a certificate is null and void because it is contrary to section 2(e) of the Canadian Bill of Rights. The Trial Division dismissed the action holding that the audi alteram partem rule applies only to questions of final determination but not in matters such as tax matters where, if assets are seized and it is later established that there is no tax liability, the taxpayer would be entitled to restitution. Public policy is to prevent dissipation or removal of assets and the powers of the Minister to collect taxes speedily and effectively do not infringe on the audi alteram partem rule or the Canadian Bill of Rights.
Held, the appeal is dismissed. The appellant's position was that the original assessments having been nullified by the new assessments, it follows that the section 223 certificate became null and the Court orders and processes based thereon also became null and that the appellant having 30 days to pay the amounts fixed by the new assessments, no amounts were pay able at the time the application was made. The Trial Judge rejected these contentions on the ground that the new assess ments were not reassessments but further assessments. Although the Court is inclined to the view that they were reassessments, the question does not have to be decided because they do not, in themselves, affect the 223 certificate or operate to confer a right to have the certificate nullified. There is a difference between the liability under the Act to pay the tax and an "assessment" (including a reassessment or a further assessment) which is a determination or calculation of the tax liability. The reassessment of tax does not nullify the liability to
pay the tax covered by the previous tax so long as that tax is included in the amount reassessed. There can be no basis for the appellant's contention unless the "amount payable" on which the certificate was based had ceased to be "payable" but there was no material here to show that it had ceased to be payable.
APPEAL. COUNSEL:
G. R. Tremblay and C. P. Desaulniers for appellant.
J. Ouellet, J. Potvin and J. Delage for respondent.
SOLICITORS:
Stikeman, Elliott, Tamaki, Mercier & Robb, Montreal, for appellant.
Deputy Attorney General of Canada for respondent.
The following are the reasons for judgment of the Court rendered in English
This is an appeal from a judgment of the Trial Division' disposing of three interlocutory motions. At the conclusion of the appellant's argument, we dismissed the appeal with costs, without calling on counsel for the respondent. When we did so, we indicated that we would subsequently give written reasons for dismissing the appeal in so far as it related to the third motion. These are the reasons so promised.
The facts, in so far as relevant, as set out in the application to the Trial Division, may, as we understand the application, be summarized as follows:
a. New assessment notices for the 1968 to 1971 taxation years were issued in respect of the appellant on October 30, 1973, adding $450,000 to his income;
b. a certificate having the same effect as a Federal Court judgment was issued requiring the appellant to pay $209,020.36 of which $205,985.51 remained unpaid;
c. based on that certificate, the Trial Division ordered the appellant to appear April 1, 1974, for examination in aid of execution;
' [1975] F.C. 548.
d. under the authority of the certificate
(i) shares belonging to the appellant were seized,
(ii) a charge was imposed on land belonging to the appellant,
(iii) goods and documents of the appellant were seized; 2
e. on or about May 10, 1974, the appellant received new assessment notices dated May 7, 1974, for the same taxation years.
The application contained, in conclusion, two para graphs concerning the legal consequences contend ed for, which paragraphs read as follows:
[TRANSLATION] 10. Since the first assessments were cancelled by reassessments, the certificate under which all the execution proceedings, including the attachments and establishment of liens ... were carried out, is null and void;
11. Since applicant has thirty days in which to pay the taxes set in the reassessment, it follows that no amount is yet payable by him, because these reassessments were dated May 7, 1974.
The application, which was dated May 22, 1974, asked that the Court, inter alia,
[TRANSLATION] (a) DECLARE VOID the certifi cate obtained against applicant, if such a certifi cate exists, by virtue of the assessments dated October 30, 1973;
(b) DECLARE THAT the order made pursuant to the said certificate by Walsh J., ordering appli cant to appear to be questioned about his assets, is now without purpose and inoperative;
(c) SET ASIDE all the attachments ... and es tablishments of liens made or carried out under the said certificate, and remove the attachment.
To understand the contention of the appellant, and to explain why it is not, in our view, sound, some reference must be made to the provisions of
2 Third party attachment notices are also alleged by the applications to have been served under the authority of the certificate but the request for relief in respect of such notices was dropped during argument of the appeal.
the Income Tax Act. 3
Restricting such references to the situation of an individual under the Act, it is to be noted that
(a) . a liability is imposed on a resident of Canada to pay income tax upon his taxable income for each taxation year (section 2);
(b) the amount of that annual tax may be "assessed" by the Minister; and he may, within certain limited periods, "reassess or make addi tional assessments" (section 152(4)); but the "Liability for the tax ... is not affected ... by the fact that no assessment has been made" (section 152(3));
(c) parts of the tax are payable before the taxpayer makes an annual income tax return that he is required to make (section 151) but the balance is payable
(i) in part, on or before April 30 in the year following the taxation year (section 153(2) and section 156(1)), and
(ii) as to the rest, within 30 days of being assessed for it (section 158(1));
(d) a taxpayer may appeal to the Courts from any assessment and the Courts may correct an assessment;
(e) the liability to pay the "assessed" tax within 30 days applies whether or not an appeal from the assessment is outstanding (section 158(1)) subject, of course, to the right of a successful appellant to recover an overpayment (section 164);
(f) among the remedies provided to the Minis ter to enforce the obligation of the taxpayer to pay an amount "payable" under the Act is that provided by section 223 which is the section the meaning of which had to be determined on this appeal; it reads in part:
223. (1) An amount payable under this Act that has not been paid ... may be certified by the Minister
(b) ... upon the expiration of 30 days after the default.
3 While the substantive law for the years in question is in the old Act, it is common ground that the appeal turns on the Act as adopted for 1972 and subsequent taxation years.
(2) On production to the Federal Court ... a certificate made under this section ... has the same force and effect, and all proceedings may be taken thereon, as if the certifi cate were a judgment obtained in the said Court....
With that much of the statute in mind, refer ence must be made to a line of jurisprudence in the Exchequer and Federal Courts—not because it is pertinent but because it has given rise to some confusion—that has held that where there has been a reassessment for a taxation year as opposed to a further assessment—i.e., a re-determination of the total amount payable for the year as opposed to a determination of an additional amount pay able for the year—the reassessment displaces the previous assessment so as to nullify from that time forward the previous assessment and, consequent ly, any appeal from that previous assessment. (See, for example, Abrahams v. M.N.R. (No. 2) 4 .)
As appears from the above quotations from the application to the Trial Division, the appellant's position was that
(a) the original assessments having been nulli fied by the new assessments, it follows that the section 223 certificate became null and that the Court orders and processes based thereon also became null, and
(b) that the appellant having 30 days to pay the amounts fixed by the new assessments, no amounts were payable at the time the applica tion was made.
The learned Trial Judge appears to have rejected these contentions on the ground that the new assessments were not reassessments but were fur ther assessments.
On examining the new assessments, we are inclined to the view that they are not further assessments but are reassessments. This question did not, however, have to be decided because, in our view, which ever they are, they do not, in themselves, affect the validity of the section 223 certificate or operate automatically to confer on the appellant a right to have the section 223 certificate nullified.
4 [1967] 1 Ex.C.R. 333.
As appears from our review of the provisions of the Act, there is a difference between
(a) a liability under the Act to pay tax, and
(b) an "assessment" (including a reassessment or a further assessment), which is a determina tion or calculation of the tax liability.
It follows that a reassessment of tax does not nullify the liability to pay the tax covered by the previous tax as long as that tax is included in the amount reassessed.' As there can be no basis for the appellant's contention on this motion unless the "amount payable" on which the certificate was based had ceased to be "payable" and as the material before us does not show that it had ceased to be payable, in our view, the appeal had to be dismissed. Indeed, the appeal was argued, as we understood the argument, on the assumption that the amounts on which the certificate was based were carried forward into the new assessments.
Counsel for the appellant placed special empha sis on two provisions, which should be mentioned.
The first of those provisions is section 248(2), which reads in part:
(2) In this Act, the tax payable by a taxpayer ... means the tax payable by him as fixed by assessment or reassessment subject to variation on objection or on appeal ....
This provision does not, in itself, have any substan tive operation. As we read it, it fixed the amount of the "tax payable" for the purpose of any provi sion of the Act where that expression is found. Counsel did not, as we understand him, refer us to any provision that would have the effect for which he was contending if it were read with section 248(2).
The other provision on which counsel put special emphasis was section 158(1), which reads, in part:
158. (1) The taxpayer shall, within 30 days from the day of mailing of the notice of assessment, pay ... any part of the assessed tax, ... then remaining unpaid.....
A reassessment might, of course, reduce or eliminate the tax payable, in which event, the taxpayer would, of course, have an appropriate recourse.
As we understood counsel, he asked us to read this provision as saying, in effect, that, where unpaid tax was included in an assessment, it ceased to be payable for the period of 30 days following the assessment even though it was already payable prior to the assessment. In our view, it says no such thing. What it does is impose a liability to pay tax within 30 days. It operates only to create such a liability to pay in respect of tax that had not previously been payable because it had not previously fallen within any provision of the Act making it payable and it had not previously become payable by being the subject matter of a previous assessment.
For the above reasons, we dismissed the appeal with costs.
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