LHL Realty Company DC LLCv. District of Columbia

CourtDistrict of Columbia Court of Appeals
DecidedJune 11, 2026
Docket22-TX-0820
StatusPublished

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LHL Realty Company DC LLCv. District of Columbia, (D.C. 2026).

Opinion

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DISTRICT OF COLUMBIA COURT OF APPEALS

No. 22-TX-0820

LHL REALTY COMPANY DC LLC, et al., APPELLANTS,

V.

DISTRICT OF COLUMBIA, APPELLEE.

Appeal from the Superior Court of the District of Columbia (2020-CVT-000002)

(Carmen G. McLean, Judge)

(Argued May 7, 2025 Decided June 11, 2026)

Stephanie A. Lipinski Galland, with whom Kyle Wingfield, Sonia Shaikh, and Matthew L. Devendorf were on the briefs, for appellants.

Marcella Coburn, Assistant Attorney General, with whom Brian L. Schwalb, Attorney General for the District of Columbia, Caroline S. Van Zile, Solicitor General, Ashwin P. Phatak, Principal Deputy Solicitor General, Graham E. Phillips and Carl J. Schifferle, Deputy Solicitors General, Richard S. Love, Senior Assistant Attorney General, and Jeremy R. Girton, Assistant Attorney General, were on the briefs, for appellee.

Elbert Lin, Erica N. Peterson, Maria C. Monaghan, and Christopher J. Walker filed a brief on behalf of Chamber of Commerce of the United States of America as amicus curiae.

John J. Vecchione and Mark S. Chenoweth filed a brief on behalf of New Civil Liberties Alliance as amicus curiae. 2

Jonathan H. Levy and Fran Swanson filed a brief on behalf of Legal Aid DC as amicus curiae.

Before MCLEESE, DEAHL, and HOWARD, Associate Judges.

MCLEESE, Associate Judge: Appellants LHL Realty Company DC LLC (the

LLC) and LHL Realty Company (the Partnership), which we refer to collectively as

LHL, appeal from the Superior Court’s grant of summary judgment to appellee the

District of Columbia on the ground that a transfer of real property from the

Partnership to the LLC was a taxable event. We affirm the trial court’s ruling.

I. Factual and Legal Background

A transfer of real property in the District of Columbia generally triggers an

obligation to pay recordation and transfer taxes. D.C. Code §§ 42-1103(a)(1)

(recordation tax), 47-903(a)(1) (transfer tax). The taxes are payable upon recordation

of the deed or other transfer document with the Recorder of Deeds (ROD). D.C.

Code §§ 47-1431(a) (duty to record with ROD), 42-1103(a)(1) (recordation tax),

47-903(a)(1) (transfer tax). Recordation must occur “[w]ithin 30 days after the

execution of a deed or other document by which legal title to real property . . . is

transferred.” D.C. Code § 47-1431(a). The amount of the tax is based on the amount

of consideration paid or required to be paid for the property. D.C. Code

§§ 42-1103(a)(1)(A) (recordation tax of 1.1 percent of consideration), 47-903(a)(1)

(transfer tax of 1.1 percent of consideration), 42-1101(5) (defining “consideration”), 3

47-901(5) (same). If no or nominal consideration is paid or required to be paid for

the real property, however, “the tax shall be based upon the fair market value” of the

property. D.C. Code § 42-1104(a) (recordation tax); see id. § 47-904 (transfer tax).

It is “presumed that all transfers of real property are taxable and the burden

shall be upon the taxpayer to show that a transfer is exempt from tax.” D.C. Code

§ 47-907 (transfer tax); see id. § 42-1107 (recordation tax). Transfers of real

property that occur as part of a merger are taxable. 9 D.C.M.R. § 502.1a (recordation

tax); Vornado 3040 M St. LLC v. District of Columbia, 318 A.3d 1185, 1190-91

(D.C. 2024) (recordation and transfer taxes). Transfers that occur as part of a

conversion are exempt from both recordation and transfer taxes if the conversion

meets certain requirements. D.C. Code § 29-204.06(h).

The following facts appear to be undisputed. The Partnership, which was

based in Virginia, owned a piece of real property in the District. On February 2,

2002, the Partnership and the LLC agreed to “Articles of Merger.” The Articles of

Merger referred to an attached “Agreement and Plan of Merger.” The Articles of

Merger provided that the Partnership adopted the Agreement and Plan of Merger

pursuant to Section 50-73.128 of the Code of Virginia. That statute governed the

merger of partnerships with, among other things, limited liability companies. Va.

Code § 50-73.128 (2002). The Articles of Merger further provided that the LLC 4

adopted the Agreement and Plan of Merger pursuant to Section 13.1-1071 of the

Code of Virginia. That statute applied to mergers involving limited liability

companies. Va. Code § 13.1-1071 (2002); see also id. § 13.1-1070 (2002) (imposing

requirements with respect to mergers involving limited liability companies).

The Agreement and Plan of Merger, which was dated February 4, 2002,

provided that the Partnership was merging “with and into” the LLC. The merger

transferred title to the D.C. property from the Partnership to the LLC. The

Agreement and Plan of Merger did not specify any consideration for the transfer.

The Agreement and Plan of Merger stated that “[t]he LLC shall survive the

Merger and shall continue to be a limited liability company” and that “[t]he separate

existence of the Partnership shall cease.” The Agreement and Plan of Merger

provided that partnership interests would be “converted into” membership interests

in the LLC and that “immediately following the Merger, each former partner of the

Partnership shall have the same percentage ownership of the Surviving Entity as

such partner previously held in the Partnership immediately prior to the Merger.”

The Articles of Merger were filed with the Commonwealth of Virginia State

Corporation Commission on February 7, 2002. On that same date, the Commission

issued a Certificate of Merger recognizing that the Partnership merged into the LLC,

“which continue[d] to exist,” and that “the existence of each non-surviving entity 5

cease[d], according to the plan of the merger.” At the time of the merger, LHL did

not submit a deed or other writing to the ROD indicating that a transfer of real

property had occurred and did not pay any taxes on the 2002 transfer.

In 2019, the LLC decided to sell the property to a third party. LHL therefore

attempted to record a no-consideration deed that reflected the 2002 transfer of the

property from the Partnership to the LLC. The 2019 deed described the Partnership

as having “converted from a general partnership to a limited liability company” in

2002. LHL also submitted other documents to the ROD. After reviewing the

documents, the ROD informed LHL that the 2002 transaction was a merger and that

LHL therefore would need to pay recordation and transfer taxes in order for the ROD

to accept the deed. Because no consideration had been paid for the transfer of the

property, the ROD calculated the amount of taxes owed based on the property’s fair

market value as of 2019, when the deed was recorded. Under protest, LHL paid

recordation and transfer taxes totaling approximately $6,000,000.

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