Barclays Bank PLC v. Franchise Tax Bd. of Cal., 512 U.S. 298, 41 (1994)

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338

BARCLAYS BANK PLC v. FRANCHISE TAX BD. OF CAL.

Opinion of O'Connor, J.

dissenting), our discussion of alternatives in Container Corp. proceeded from the well-established proposition that States need not conform their taxing practices to those of their neighbors, at least so far as domestic commerce is concerned. See, e. g., Moorman Mfg. Co. v. Bair, 437 U. S. 267, 277-281 (1978). Multiple taxation of domestic companies is avoided, to the extent necessary, by the fair apportionment requirement. See Container Corp., supra, at 185; General Motors Corp. v. Washington, 377 U. S. 436, 440 (1964).

But in Japan Line we squarely rejected the argument that the same principle applies to taxes imposed on foreign-owned instrumentalities:

"[N]either this Court nor this Nation can ensure full apportionment when one of the taxing entities is a foreign sovereign. If an instrumentality of commerce is domiciled abroad, the country of domicile may have the right, consistently with the custom of nations, to impose a tax on its full value. If a State should seek to tax the same instrumentality on an apportioned basis, multiple taxation inevitably results. . . . Due to the absence of an authoritative tribunal capable of ensuring that the aggregation of taxes is computed on no more than one full value, a state tax, even though 'fairly apportioned' to reflect an instrumentality's presence within the State, may subject foreign commerce to the risk of a double tax burden to which [domestic] commerce is not exposed, and which the commerce clause forbids." 441 U. S., at 447-448 (footnote and internal quotation marks omitted).

In my view, the risk of multiple taxation created by California's use of worldwide combined reporting—a risk that has materialized with respect to Barclays—is sufficient to render the California tax constitutionally infirm. I therefore respectfully dissent from the Court's conclusion to the contrary.

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