First Student, Inc. v. Dep't of Revenue

Washington Supreme Court·Decided November 14, 2019·No. 96694-0·Published

Opinion

IN CLERK* OFFICE This opinion was filed for record •IVFENE coum;smE(N'vmoteroN 1 4 at &L.t

IN THE SUPREME COURT OF THE STATE OF WASHINGTON

FIRST STUDENT,INC, No. 96694-0 Petitioner,

V. En Banc

STATE OF WASmNGTON, DEPARTMENT OF REVENUE,

Respondent. Filed 1 4

JOHNSON,J.—This case involves an issue of statutory interpretation

regarding the applicability of a tax classification. First Student Inc., a school bus

contractor, seeks reversal of a Court of Appeals decision affirming a summary

judgment dismissal of its business and occupation(B&O)tax refund action. At

issue is whether First Student's transportation of students qualifies as transporting

persons "for hire" such that it is subject to the public utility tax (PUT), under ROW First Student, Inc. v. Dep't ofRevenue, No. 96694-0

82.16.010(6) and (12), rather than the general B&O tax, under RCW 82.04.290(2).' We affirm the Court of Appeals.

FACTUAL AND PROCEDURAL fflSTORY

First Student is a registered Washington business that owns and operates

school buses. These buses are primarily used to provide transportation services for

schoolchildren through contracts with various school districts. Since First Student

registered as a business in 1990, it has consistently reported its income under the

B&O tax classification, as specified in WAC 458-20-180. In 2013, First Student

requested a letter ruling from the Department of Revenue (Department) contending

that First Student should have been taxed under the PUT rather than the B&O tax.

The Department declined to change its interpretation that school buses are subject

to the B&O tax and not the PUT, an interpretation that has evidently remained

consistent for more than 70 years.

First Student submitted refund requests to the Department for B&O taxes

paid regarding its school bus services provided to school districts for the time

period between December 1, 2008 and December 31, 2014. The Department

'The B&O tax statute has been amended between 2008 and 2014, the taxing periods for which First Student seeks refunds. Where there has been no change in the relevant language, we cite to the current version of the statute. First Student, Inc. v. Dep't ofRevenue, No. 96694-0

denied the refund requests, and First Student appealed through the administrative

review process, ultimately resulting in a denial of First Student's refund request.

First Student filed an appeal of the administrative decision in superior court

and moved for summary judgment, seeking a determination that First Student's

provision of transportation services to school districts was taxable under the PUT

rather than the B&O tax; the Department requested summary judgment, seeking

the opposite relief. The trial court found no genuine issues of material fact and

granted summary judgment in favor of the Department, denying First Student's

motion for summary judgment. First Student appealed.

The Court of Appeals affirmed the trial court and, in its analysis, consulted

dictionary definitions in existence at the time of enactment of the statutes for the

ordinary meaning of"for" and "hire" and consulted a 1951 Black's Law Dictionary

entry for the technical meaning of"for hire or reward," concluding the meaning of

"for hire" was ambiguous. First Student, Inc. v. Dep't ofRevenue,4 Wn. App. 2d

857, 423 P.3d 921 (2018). In resolving this ambiguity, the Court of Appeals

afforded deference to the long-standing Department interpretation that school bus

operators were excluded from the PUT and properly taxed under the B&O tax. We

granted review. First Student, Inc. v. Dep't ofRevenue, 193 Wn.2d 1001, 438 P.3d

129(2019). First Student, Inc. v. Dep't ofRevenue,Flo. 96694-0

ANALYSIS

Our review of a trial court's legal conclusions in a tax refund action is de

novo. Simpson Inv. Co. v. Dep't ofRevenue, 141 Wn.2d 139, 148, 3 P.3d 741

(2000). When interpreting statutes, we derive legislative intent solely from the

plain language of the statute, considering the text of the provision, the context of

the statute, related provisions, amendments to the provision, and the statutory

scheme as a whole. Cashmere Valley Bank v. Dep't ofRevenue, 181 Wn.2d 622,

631, 334 P.3d 1100 (2014). A statutory provision is ambiguous when it is fairly

susceptible to two or more reasonable interpretations. Dep't ofEcology v.

Campbell & Gwinn, LLC, 146 Wn.2d 1, 12, 43 P.3d 4(2002).

The goal of construing statutory language is to carry out the intent of the

legislature; in doing so, we avoid strained, unlikely, or unrealistic interpretations.

Simpson, 141 Wn.2d at 148, 149. Unless the statute expresses a contrary intent, we

may resort to an applicable dictionary definition to determine the plain and

ordinary meaning of a word that is not otherwise defined by the statute. Am.

Legion Post No. 32 v. City of Walla Walla, 116 Wn.2d 1, 8, 802 P.2d 784(1991).

When '"the legislature uses a term well known to the common law, it is presumed

that the legislature intended [it] to mean what it was understood to mean at

common law.'" Ralph v. Dep't ofNat. Res., 182 Wn.2d 242, 248, 343 P.3d 342 First Student, Inc. v. Dep't ofRevenue, No. 96694-0

(2014)(quoting N.Y. Life Ins. Co. v. Jones, 86 Wn.2d 44, 47, 541 P.2d 989

(1975)).

Generally, Washington's B&O tax applies to the act or privilege of engaging

in business activities. RCW 82.04.220. Business activities not explicitly taxed

elsewhere in the statutory scheme are subject to the general statutory tax rate.

RCW 82.04.290(2). However,PUT businesses are not subject to the B&O tax, and

the tax rate differs for those businesses. RCW 82.04.310(1).

The businesses of"motor transportation" and "urban transportation" are

subject to the PUT. Under the PUT,"[tjhere is levied and . . . collected from every

person a tax" for the privilege of engaging in defined businesses, with a tax rate of

0.6 percent for "[ujrban transportation business[es]" and a tax rate of 1.8 percent

for "[mjotor transportation . . . businesses." Former RCW 82.16.020(l)(d),(f)

(2011).

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