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Vertical Equity in the Taxation of Single Family Homes

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Author Info
Earl D. Benson (College of Business and Economics Western Washington University Bellingham, Washington 98225)
Arthur L. Schwartz, Jr. (College of Business Administration University of South Florida St. Petersburg, Florida 33701)

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Abstract

Vertical equity in ad valorem real property taxation is the concept that all properties within a taxing jurisdiction are assessed in equal proportion to their fair market value. This study examines the assessment of single family homes in Bellingham, Washington, utilizing a database of 1,118 home sales in the southern half of Bellingham that sold during the time period of January, 1990 through June, 1994. The results of several empirical tests suggest the presence of regressive vertical inequity. It appears that higher market value homes are assessed at a lower proportion of their value (sales price) than less expensive homes. These results suggest that property taxation at the local level magnifies the regessivity of Washington State's already highly regressive state tax system. Why does this apparent regressive vertical inequity exist? The authors offer several possibilities including the propensity of wealthy homeowners to challenge property tax assessments, the difficulty of valuing the amenities inside an upper-end home, the heterogeneity of the upper-end home market coupled with a small number of transactions, and the lack of ample staff and other resources at the County Assessor's office.

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File URL: http://aux.zicklin.baruch.cuny.edu/jrer/papers/pdf/past/vol14n03/v14p215.pdf
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Publisher Info
Article provided by American Real Estate Society in its journal Journal of Real Estate Research.

Volume (Year): 14 (1997)
Issue (Month): 3 ()
Pages: 215-232
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Handle: RePEc:jre:issued:v:14:n:3:1997:p:215-232

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Postal: American Real Estate Society Clemson University School of Business & Behavioral Science Department of Finance 401 Sirrine Hall Clemson, SC 29634-1323
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Postal: Diane Quarles American Real Estate Society Manager of Member Services Clemson University Box 341323 Clemson, SC 29634-1323
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Find related papers by JEL classification:
L85 - Industrial Organization - - Industry Studies: Services - - - Real Estate Services

References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:

  1. Benson, Earl D, et al, 1998. "Pricing Residential Amenities: The Value of a View," The Journal of Real Estate Finance and Economics, Springer, vol. 16(1), pages 55-73, January. [Downloadable!] (restricted)
  2. Kochin, Levis A & Parks, Richard W, 1982. "Vertical Equity in Real Estate Assessment: A Fair Appraisal," Economic Inquiry, Oxford University Press, vol. 20(4), pages 511-32, October.
  3. Mark A. Sunderman & John W. Birch & Roger E. Cannaday & Thomas W. Hamilton, 1990. "Testing for Vertical Inequity in Property Tax Systems," Journal of Real Estate Research, American Real Estate Society, vol. 5(3), pages 319-334. [Downloadable!]
  4. Clapp, John M, 1990. "A New Test for Equitable Real Estate Tax Assessment," The Journal of Real Estate Finance and Economics, Springer, vol. 3(3), pages 233-49, September.
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Cited by:
(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. Earl D. Benson & Arthur L. Schwartz, Jr., 2000. "An Examination of Vertical Equity Over Two Reassessment Cycles," Journal of Real Estate Research, American Real Estate Society, vol. 19(3), pages 255-273. [Downloadable!]
  2. Gary C. Cornia & Barrett A. Slade, 2005. "Property Taxation of Multifamily Housing: An Empirical Analysis of Vertical and Horizontal Equity and Assessment Methods," Journal of Real Estate Research, American Real Estate Society, vol. 27(1), pages 17-46. [Downloadable!]
  3. Brent C. Smith, 2000. "Applying Models for Vertical Inequity in the Property Tax to a Non-Market Value State," Journal of Real Estate Research, American Real Estate Society, vol. 19(3), pages 321-344. [Downloadable!]
  4. Marcus T. Allen & William H. Dare, 2009. "Changes in Property Tax Progressivity for Florida Homeowners after the “Save Our Homes Amendment?," Journal of Real Estate Research, American Real Estate Society, vol. 31(1), pages 81-92. [Downloadable!]
  5. John Merrifield & Yong Bao, . "Residential Property Taxation: Is Periodic Reassessment worth it?," Working Papers 0003, College of Business, University of Texas at San Antonio. [Downloadable!]
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