CITIZENS
for
Limited Taxation
Post Office Box 408     Peabody, Massachusetts   01960     (508) 384-0100
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cltg@cltg.org       Web-page:  http://cltg.org


CLT Update
Thursday, April 1, 1999


Today's Update is somewhat lengthy, but it will become the set-piece of the campaign ahead. Store it where you can get to it quickly later, when you'll need to refer back to what really happened!

Remember, most legislators will cavalierly revise history whenever it suits their self-interest, so we must document everything we can get our hands on -- and this is one such document!

Chip Ford --


Barbara's report on the Taxation Committee hearing

Last week, as Chip Faulkner and I were going over the bills for yesterday's hearings, we noticed that the governor's income tax rollback bill, which he filed in January, wasn't on the list of bills to be heard. We called his legislative office and were told that the legislature lost the bill! Good thing Senator Bob Hedlund filed an almost identical bill for us; we invited the governor to use ours (S.B.1523).

Governor Cellucci told the Taxation Committee that he knew "rope-a-dope" when he saw it and he wasn't playing, so he testified on his bill anyhow! His is like ours except that the first rate cut is in Tax Year 2000, not 1999. Then he told the committee that if the Legislature doesn't rollback the rate to 5 percent he and Lt. Gov. Swift will lead a petition drive this fall to put it on the ballot.

This is good news, since if CLT and the Cellucci field organization each get 40,000 signatures we should be able to withstand the inevitable challenge from the Massachusetts Teachers Association. And our lawyer Steve Epstein could use some legal help against the MTA's four lawyers.

However, I'm not sure that a petition drive will be necessary. The Taxation Committee chairmen, Senator Marion Walsh and Rep. John Rogers, seemed mostly concerned about "the promise," stating over and over that they didn't want to hear any more about it -- so of course it is important to talk about it every chance we get. During my testimony, which followed the Governor's, both chairmen acknowledged that at least the 1989 increase was meant to be temporary.

Generally, the committee was friendly: Democrat Rep. Phil Travis, who stated that he was there in '89, supported "a reduction."

"Every House, every Senate member knew that it was meant to be temporary, and that's how it passed," he said.

Another Democrat, Sen. Sue Tucker, not usually with us, was also there in '89 and testified yesterday in favor of a rollback.

This means we are picking up support from Democrats for some degree of rate cut.

Republicans Reps. Ron Gauch and Mary Rogeness and Sens. Bob Hedlund and Bruce Tarr testified in favor; they will make a fight for it during the budget debate this spring.

Since the promise was specifically made about the 1989 increase only, to keep it they need to drop the rate to -- at least -- not more than 5.2 percent. I made other arguments, like the giant state surplus and tobacco settlement, for the additional cut to 5 percent or indexing the personal exemption to inflation like the federal government does.

Members of the committee were also fixated on the argument that they weren't in the legislature in 1989 so they don't have to keep the promise. I told them that this was what happened to our native Americans; they thought that the word of Washington D.C. lasted beyond the tenure of one Great White Father.

These will be the arguments you constituents will have to make to your legislators before the House and Senate budget debates this spring.

Barbara --


Alleging "Rope-A-Dope,"
Cellucci Demands Income Tax Rollback

State House News Service
www.statehousenews.com
March 31, 1999

MARCH 31, 1999 ... EJB ... Charging that lawmakers are pulling a "rope-a-dope," Gov. Paul Cellucci crashed a Taxation Committee hearing this afternoon, threatening to personally lead a ballot petition drive to roll back the income tax rate if the Legislature fails to pass his plan.

Numerous tax-related bills were scheduled for the hearing, including one sponsored by Citizens for Limited Taxation to roll back the income tax rate from 5.95 to 5 percent.

Cellucci's nearly identical proposal, however, was scheduled for hearing on June 16, a time when the House and Senate negotiators will likely be wrapping up action on a $20.5 billion fiscal 2000 budget. The issue is contentious in part because the tax cut, once fully implemented, is worth $1.4 billion.

A forceful but composed Cellucci today said he feels Democratic legislators are intentionally ignoring one of his top priorities. "I just wanted to stop down and say I know a rope-a-dope when I see one," he told the committee. "I just wanted to stop by today to put the members of this committee on notice, and all of the members of the House and the Senate ... that I am not going to take no from this committee or from the state Legislature."

The governor hammered home his contention that the Legislature promised the 1990 rate hike was only temporary to deal with an emergency situation. "The fiscal crisis has been over for a long time, and this is a promise that should be kept. So it's very simple. If you're not willing to do it and the Legislature's not willing to do it, I will lead the initiative petition drive. Either the Legislature does it, or the voters do it, and I just wanted to stop by and let you know that."

Committee co-chairman Rep. John Rogers (D-Norwood), however, said he researched the issue of whether the Legislature made that commitment, and said, "the promise never existed." And he added, "Even if there was, it wasn't made by this Legislature," Rogers said. "We cannot be held responsible for the acts of the Legislature ten years ago, in as much as you cannot be held responsible for the acts of the governor ten years ago, which was Michael Dukakis."

Cellucci immediately fired back, "I was in the Legislature in 1990. You weren't. I know what was said because I heard it with my own ears. I agree you can't bind a future Legislature ... but there ought to be some institutional integrity."

Committee member Rep. Philip Travis (D-Rehoboth) sided with Cellucci, saying he, too, was in the Legislature in 1990 and heard the promise made. "I don't want to hear revisionist history," Travis said. "Your (Cellucci's) observation is absolutely correct. Every House and Senate member knew that tax was temporary."

Co-chairman Sen. Marian Walsh (D-West Roxbury) put a stop to the discussion of what was meant by "promise," saying, "I am not that interested in the discussion of our memories. The whole promise discussion is unhelpful." Walsh was a member of the House in 1990 and voted against the tax hike, but now seems to be leaning against repealing it.

"Consistency does not always mean conviction or courage," Walsh said. "Many of us can alter our positions on many things because of ... growth, maturity, understanding, or for other reasons. The ebb and flow and evolution of public policy I think is acceptable."

Of Cellucci's charge that the committee was playing scheduling games in order to put off dealing with his proposal, Walsh said, "I don't know what to make of the suggestion that we're not dealing with you in good faith." She indicated there had been some sort of bureaucratic snafu, and said, "We will get to the bottom of this. I can assure you ... there were no games."

After Cellucci left, a visibly angry Rogers vented on Rep. Ron Gauch (R-Shrewsbury), who also spoke in support of the rollback. "If this promise was important to people, it should have been written down, should have been put into the law," Rogers said, his voice noticeably raised. "It was made behind closed doors, in the typical Beacon Hill fashion of the 1980s."

As Gauch sat quietly, Travis fired back at his chairman, "Please don't tell me my memory lapses or I don't have a correct memory," Travis said. "It (the tax hike) could never have been sold to the populace of this state unless it was a temporary increase for an emergency situation. It was passed as a temporary tax."

Sen. Robert Hedlund (R-Weymouth), lead sponsor of CLT's rollback bill, said lawmakers have a moral obligation to live up to the "representations" of their predecessors. "The Legislature may not be legally bound by the promises of past legislatures, but I do think we are morally bound to live up to the representation ... that this was something of a temporary nature," he said.

Cellucci's surprise appearance derailed the committee's scheduled business to some extent, as a succession of legislators who originally showed up to testify on other bills instead addressed the issue of the income tax.

The governor's contention that a promise was made sounds like a "sound-bite tax pledge," said Rep. John Slattery (D-Peabody), who added, "Well, I didn't make that promise. We can't go back to that promise because it's a whole different time."

With the funding crisis over the Big Dig and all the talk about education, Slattery said, the Legislature has other priorities now. "He (Cellucci) apparently doesn't care about that and doesn't want to hear about it. What the governor has proposed is just fiscally irresponsible."

Following on Slattery's heels, Rep. Mary Rogeness (R-Longmeadow) said she "regrets" what she was hearing about promises being moot because they weren't officially recorded.

"To say the promise wasn't written down and so it doesn't count -- I think we're all harmed if that statement gains credence and becomes broadcast," she said.


The Boston Globe
Thursday, April 1, 1999

Page One: TURMOIL OVER TAXES
Cellucci would put rate cut on ballot

By Scot Lehigh
Globe Staff

Frustrated in his fight to win a large income-tax reduction, Governor Paul Cellucci yesterday threatened to take the tax-cut tussle outside.

Outside the building, that is.

Crashing a Taxation Committee hearing yesterday, an animated Cellucci accused lawmakers of trying to "rope-a-dope" him by delaying action on his tax proposal and warned that if they don't cut the income tax rate back to 5 percent by summer, he will lead a petition drive to put that proposal on the ballot in 2000. It was a message the governor delivered in no uncertain terms.

Cellucci began by noting he had filed his own tax-cut legislation on Jan. 11 to roll back the rate to 5 percent from 5.95, only to learn the Taxation Committee had not scheduled a hearing on it until June 16, by which time key spending decisions will mostly be made.

Although Senate committee chairwoman Marian Walsh, a West Roxbury Democrat, denied any scheduling skulduggery was afoot, Cellucci was having none of that.

"I know a rope-a-dope when I see one," lectured the governor, who declared he wanted to put the Legislature on notice that when it comes to the income-tax cut, he won't take no for an answer.

"It's very simple," the governor warned, wagging his finger. "If the Legislature is not willing to do it, I will lead the initiative petition drive. We will get the signatures, we will put this question on the ballot, and the voters will keep the promise that was made in this building in 1990."

Cellucci contends that when lawmakers raised the income tax to 5.95 percent a decade ago, there was a promise to cut the rate back to 5 percent as soon as an improved economy allowed; leading Democrats dispute that recollection.

To put an income tax cut measure on the ballot, Cellucci and the Republicans would need to collect a total of 66,617 signatures in two periods totaling about 3 1/2 months. John Brockelman, executive director of the Republican State Committee, said he could put as many as 5,000 activists in the field to gather those signatures.

Senate President Thomas F. Birmingham called Cellucci's strategy "a shrewd political move," but warned that the income tax cut -- which would cost $1.4 billion at the end of its three-year phase-in -- would imperil bipartisan priorities. "It is going to jeopardize our full implementation of education reform, our expansion of health care, our improvements of public safety -- the list goes on and on and on," Birmingham said. "Unfortunately, I think it is a Pyrrhic victory for the people of the Commonwealth."

By way of illustration, Birmingham said that just to make room for the $225 million the tax cut would cost state coffers in year one, Cellucci's fiscal 2000 budget would divert $90 million in education money and $110 million intended to expand health care coverage for the uninsured.

But though the Senate president said he didn't detect any huge public hunger for another large tax cut, he conceded that if Cellucci succeeds in putting the rollback on the statewide ballot, it would probably pass.

"I'm not naive about that," he said.

Responding to Birmingham's warnings that the state can't afford the tax cut, Cellucci said he and Governor William F. Weld had met the same objections whenever they proposed tax cuts in the past.

"But we have proven them wrong," he said. "How many times do we have to do it?"

Cellucci's announcement heartened Barbara Anderson, executive director of Citizens for Limited Taxation & Government, whose petition drive to cut the income tax last year failed when a challenge by the Massachusetts Teachers Association disqualified enough signatures to knock it off the ballot.

"If the governor is helping us get signatures, I don't have any doubt at all that we can get at least 80,000, which we will need to withstand challenges," Anderson said.

According to the Executive Office of Administration and Finance, it would cut the tax bill of a family of four earning $75,000 by $600; a single parent with one child and an income of $35,000 would save $235; and a single wage-earner making $25,000 would pay $185 less in state income tax.

Last year, the Legislature cut taxes by more than $1 billion, but that reduction did not come through an actual rate cut; the largest single component was doubling the tax exemption taxpayers can claim.

Cutting taxes that way is considered more progressive because it offers the same tax break regardless of the amount an individual paid in taxes; an outright rate cut, on the other hand, reduces a person's tax bill in direct proportion to the amount he or she pays.


The Boston Herald
Thursday, April 1, 1999

Lawmakers call tax bluff:

Pols tell Cellucci voters don't want cut

by Ellen J. Silberman

Lawmakers yesterday dared Gov. Paul Cellucci to take his $1.2 billion tax cut to the voters, saying his threats wouldn't influence them.

"This has been taken to the voters already and they said no to it," state Rep. John H. Rogers (D-Norwood), co-chair of the Taxation Committee, said referring to voters' 1990 rejection of a ballot question pushing a massive tax rollback.

The Herald reported yesterday that Cellucci plans to use his political muscle to launch a referendum drive to slash the state's income tax by $1.2 billion.

"It's very simple. Either the Legislature does it or the voters (will) do it," an animated Cellucci told the Taxation Comittee yesterday.

Cellucci said he was angry that the committee had postponed action on his plan to cut the income tax rate from 5.95 to 5 percent until the summer, after both the House and Senate will have written their budgets.

"I know a rope-a-dope when I see one," Cellucci said.

Cellucci said he hoped the threat of a referendum in 2000 would force lawmakers to approve his plan. In 1998, the reluctant Legislature slashed the tax on unearned income after corporations put the question on the ballot.

Senate President Thomas F. Birmingham (D-Chelsea) said he didn't expect a Cellucci-backed referendum to scare his members.

"It'll be a factor (but) I don't think it'll force our hand in the Senate," Birmingham said.

Rogers said the House was likely to revisit its $350 million plan to cut the income tax rate to 5.7 percent. The Legislature rejected the rate cut last year and instead saved taxpayers more than $1 billion by increasing personal exemptions. Birmingham, who expects the Senate to back his plan for a limited $50 million tax cut targeted at senior citizens, dismissed Cellucci's plan as a gimmick.

"I give him high marks politically but low marks policy-wise," Birmingham said.

But politics is part of the point. A source close to Cellucci said the state GOP plans to use the ballot question to unify Republican legislative candidates around a winning issue in the year 2000.

"There's nothing like tax cuts to get the Republican grassroots fired up," the source said.

The state GOP also believes the year-old ballot initiative process will offer an excellent opportunity to keep its 5,000-strong field operation in shape for 2000.

Last year, Citizens for Limited Taxation and Government tried -- and failed -- to get a tax cut on initiative on the ballot.

Co-chairwoman Barbara Anderson said she was thrilled to have Cellucci's help and cheered him as he left the hearing room.

But the Massachusetts Teachers Association, which last year got the court to dump Anderson's ballot question, said they would fight tooth and nail again if necessary.

"We'll look at the arenas that (the tax cut is) being played out in and we'll do whatever is necessary to insure that revenues are available to fund quality public school education," said Jo Blum, MTA's director of government services.


The right tax strategy
A Boston Herald Editorial
Thursday, April 1, 1999

When it comes to cutting taxes Gov. Paul Cellucci has always gotten the policy right -- lower tax rates are better for individuals and for the state's economy. Now he seems to have gotten the strategy right too.

With overwhelming majorities of Democrats in the House and Senate, it's difficult -- well, OK, next to impossible -- to get real income tax relief through the Legislature. And as long as the tax dollars come flowing in, those legislators will find new ways to spend them - new programs, expanded programs and new construction.

And, to be perfectly honest, even a good Republican like Cellucci is not immune to such temptation -- witness the governor's own proposed $20.4 billon budget for the fiscal year 2000.

But the governor has promised to cut the state income tax from 5.95 percent to 5 percent and with the prospect for doing that on Beacon Hill looking grim, he has vowed to do the sensible thing and take his case directly to the people. He'll put the force of his own political organization behind a tax roll-back referendum in an effort to get it on the ballot for the 2000 election.

Cellucci knows well there's nothing quite so persuasive to legislators as the inevitability of a voter-approved tax cut. The strategy worked rather well last year when the Legislature cut the tax on dividend and interest income in advance of a similar question making it to the November ballot.

This looks like a win-win situation for Cellucci and the taxpayers.


NOTE: In accordance with Title 17 U.S.C. section 107, this material is distributed without profit or payment to those who have expressed a prior interest in receiving this information for non-profit research and educational purposes only. For more information go to: http://www.law.cornell.edu/uscode/17/107.shtml


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