In re: Tax Appeal of Hawaiian Airlines, Inc. v. Department of Taxation

CourtHawaii Intermediate Court of Appeals
DecidedNovember 10, 2025
DocketCAAP-24-0000496
StatusPublished

This text of In re: Tax Appeal of Hawaiian Airlines, Inc. v. Department of Taxation (In re: Tax Appeal of Hawaiian Airlines, Inc. v. Department of Taxation) is published on Counsel Stack Legal Research, covering Hawaii Intermediate Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re: Tax Appeal of Hawaiian Airlines, Inc. v. Department of Taxation, (hawapp 2025).

Opinion

FOR PUBLICATION IN WEST'S HAWAI#I REPORTS AND PACIFIC REPORTER

Electronically Filed Intermediate Court of Appeals CAAP-XX-XXXXXXX 10-NOV-2025 08:12 AM Dkt. 128 OP

IN THE INTERMEDIATE COURT OF APPEALS

OF THE STATE OF HAWAI#I

---o0o---

IN THE MATTER OF THE TAX APPEAL OF HAWAIIAN AIRLINES, INC., Appellant-Appellant/Cross-Appellee, v. DEPARTMENT OF TAXATION, STATE OF HAWAI#I, Appellee-Appellee/Cross-Appellant

NO. CAAP-XX-XXXXXXX

APPEAL FROM THE TAX APPEAL COURT (CASE NO. 1CTX-XX-XXXXXXX)

NOVEMBER 10, 2025

LEONARD, PRESIDING JUDGE, HIRAOKA AND WADSWORTH, JJ.

OPINION OF THE COURT BY HIRAOKA, J.

Hawaiian Airlines, Inc. flies jet aircraft manufactured

by Boeing. It services and maintains its Boeing aircraft with

parts it buys from Boeing under a Customer Services General Terms

Agreement Relating to Boeing Aircraft. Hawaiian agreed to "be FOR PUBLICATION IN WEST'S HAWAI#I REPORTS AND PACIFIC REPORTER

responsible for and pay all" general excise tax (GET) levied on

Boeing for aircraft parts sold to Hawaiian.

In 2021 the Hawai#i Department of Taxation notified

Boeing it owed additional GET on aircraft part sales to Hawaiian.

Hawaiian paid the GET for Boeing under protest. Hawaiian asked

the Department for a refund. It explained that "amounts received

by Boeing for sale of aircraft parts" are "maintenance costs"

exempt from GET under Hawaii Revised Statutes (HRS)

§ 237-24.9(a).1 The Department did not respond.

Hawaiian sued the Department for a refund in Tax Appeal

Court.2 The Department challenged jurisdiction. The court ruled

it had jurisdiction.3 Hawaiian and the Department filed cross-

motions for summary judgment. The court granted the Department's

motion, denied Hawaiian's motion, and entered a Final Judgment

for the Department against Hawaiian.4 Hawaiian appeals, and the

Department cross-appeals.5

We hold: (A) the Tax Appeal Court had jurisdiction

over Hawaiian's claim for a refund of GET it paid on Boeing's

1 The relevant text of the statute appears in section IV.C.1 below. 2 HRS § 232-1 (2017) gives a person contractually obligated to pay a tax assessed against another the right of appeal "as if the tax were assessed against the person." 3 The Honorable Gary W.B. Chang presided. 4 The Honorable Kevin T. Morikone presided. 5 Appeals from decisions of the Tax Appeal Court have statutory priority. HRS § 232-19 (2017), amended by, 2025 Haw. Sess. Laws Act 10, § 2 at 14.

2 FOR PUBLICATION IN WEST'S HAWAI#I REPORTS AND PACIFIC REPORTER

behalf and the claim was not subject to abatement; (B) the claim

was timely; and (C) Boeing's "gross proceeds of sales" of

aircraft parts to Hawaiian, taxable under HRS § 237-13(2) (2001 &

Supp. 2013),6 are not "amounts received from the servicing and

maintenance of aircraft," otherwise taxable under HRS § 237-13(6)

but exempt under HRS § 237-24.9 (2001). We affirm the Final

Judgment.

I. BACKGROUND

This dispute arose from Boeing's Hawai#i GET returns

for tax years 2013-2018. Relevant to this appeal, the Hawai#i

General Excise Tax Law, HRS Chapter 237, provided:

There is hereby levied and shall be assessed and collected annually privilege taxes against persons on account of their business and other activities in the State measured by the application of rates against values of products, gross proceeds of sales, or gross income, whichever is specified, as follows:

. . . . (2) Tax on business of selling tangible personal property; producing.

(A) Upon every person engaging or continuing in the business of selling any tangible personal property whatsoever . . . , there is likewise hereby levied, and shall be assessed and collected, a tax equivalent to four per cent of the gross proceeds of sales of the business . . . .

. . . . (6) Tax on service business.

(A) Upon every person engaging or continuing within the State in any service business or calling including professional services not otherwise specifically taxed under this chapter, there is likewise hereby

6 The statute was amended in 2014, 2015, and 2018, but the relevant language was not changed.

3 FOR PUBLICATION IN WEST'S HAWAI#I REPORTS AND PACIFIC REPORTER

levied and shall be assessed and collected a tax equal to four per cent of the gross income of the business[.]

HRS § 237-13.

Boeing claimed an exemption under HRS § 237-24.9 for

gross proceeds of its sale of aircraft parts to Hawaiian and

others. Hawaiian Airlines, Inc. v. Dep't of Tax'n, 155 Hawai#i

197, 201, 559 P.3d 283, 287 (2024) (HA I). The Department

disallowed the exemption. Boeing and Hawaiian challenged the

Department's position. The Department eventually issued a notice

of proposed assessment (NOPA) to Boeing. The NOPA told Boeing it

owed $1,965,290.57 in additional GET. HA I, 155 Hawai#i at 203,

559 P.3d at 289.7

Boeing informed Hawaiian that Hawaiian's share of the

GET under the Agreement was $1,624,482.75.8 Boeing asked

Hawaiian to pay that amount to Boeing under the Agreement or to

"the State of Hawaii directly on our behalf." Id. Hawaiian paid

the State for Boeing. Hawaiian informed the Department the GET

"is being paid UNDER PROTEST pursuant to HRS Sec. 40-35" because

Hawaiian's payments to Boeing for aircraft parts were exempt from

GET under HRS § 237-24.9. Id.

Hawaiian's payment was submitted online on June 9,

2021. Hawaiian sued the Department in Tax Appeal Court the next

7 Neither the NOPA nor the Department's Notice of Final Assessment to Boeing are in the record of this appeal. 8 The remaining balance "represented GET taxes owed for Boeing's sale of retail parts to other customers. Boeing's portion was not paid under protest." HA I, 155 Hawai#i at 203, 559 P.3d at 289.

4 FOR PUBLICATION IN WEST'S HAWAI#I REPORTS AND PACIFIC REPORTER

day (the Payment-Under-Protest Action). The Department moved to

dismiss. The court granted the motion "on the basis of this

court lacking subject matter jurisdiction." HA I, 155 Hawai#i at

209, 559 P.3d at 295. Hawaiian appealed. We affirmed. Hawaiian

Airlines, Inc. v. Dep't of Tax'n, No. CAAP-XX-XXXXXXX, 2024 WL

1129759 (Haw. App. Mar. 15, 2024) (SDO), vacated, 155 Hawai#i

197, 559 P.3d 283 (2024).

On certiorari, the supreme court held the Tax Appeal

Court had jurisdiction over the Payment-Under-Protest Action

because "a NOPA qualifies as a 'formal administrative decision'

required . . . to invoke HRS § 40-35

Free access — add to your briefcase to read the full text and ask questions with AI

Related

County of Hawai'i v. C & J Coupe Family Ltd. Partnership
198 P.3d 615 (Hawaii Supreme Court, 2008)
HAWAII INSURERS COUNCIL v. Lingle
201 P.3d 564 (Hawaii Supreme Court, 2008)
CompUSA Stores, L.P. v. State.
418 P.3d 645 (Hawaii Supreme Court, 2018)
Tax Foundation of Hawaiʻi v. State.
439 P.3d 127 (Hawaii Supreme Court, 2019)
Oahu Lumber & Building Co. v. Ah Yok
11 Haw. 416 (Hawaii Supreme Court, 1898)

Cite This Page — Counsel Stack

Bluebook (online)
In re: Tax Appeal of Hawaiian Airlines, Inc. v. Department of Taxation, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-tax-appeal-of-hawaiian-airlines-inc-v-department-of-taxation-hawapp-2025.