Medline Industries Holdings LP v. Department of Revenue

CourtCourt of Appeals of Washington
DecidedJune 24, 2025
Docket59003-4
StatusPublished

This text of Medline Industries Holdings LP v. Department of Revenue (Medline Industries Holdings LP v. Department of Revenue) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Medline Industries Holdings LP v. Department of Revenue, (Wash. Ct. App. 2025).

Opinion

Filed Washington State Court of Appeals Division Two

June 24, 2025

IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON

DIVISION II

MEDLINE INDUSTRIES HOLDINGS, LP, No. 59003-4-II

Appellant,

v.

STATE OF WASHINGTON DEPARTMENT PUBLISHED OPINION OF REVENUE,

Respondent.

VELJACIC, A.C.J. — Medline Industries Holdings, LP, appeals the trial court’s entry of

summary judgment in the Department of Revenue’s (DOR) favor. Medline argues that it was

eligible for the remittance of sales tax paid for the construction of its warehouse in Lacey. Because

Medline does not meet its burden of showing it has 200,000 square feet of its warehouse dedicated

to wholesale sales, we conclude that Medline does not qualify for remittance under RCW

82.08.8201 and affirm. Additionally, because Medline’s eligibility for remittance is dispositive of

the case, we decline to address whether Medline’s parent company qualified as its agent when it

paid the costs associated with the construction of the Lacey warehouse.

1 Medline is seeking remittance for costs of its warehouse during the 2016-17 tax period. Medline’s warehouse tax incentive application for remittance was filed in 2017. Since then, RCW 82.08.820 was amended in 2022. The amendments, however, do not affect our discussion as they focus solely on changing the term “marijuana” to “cannabis” under RCW 82.08.820(2)(e)(iii). As such, we cite to the current version of the statute. 59003-4-II

FACTS

I. BACKGROUND

Medline is wholly owned by Medline Industries, LP (Parent Company). Medline sells

medical supplies and equipment in Pennsylvania, Tennessee, Texas, and Washington. The

company sells over 500,000 items, including “[s]urgeon’s gloves, surgeon’s kits, bandages, gauze,

adult diapers,” etc. Clerk’s Papers (CP) at 56. Medline is engaged in both wholesale and retail

sales, selling medical supplies to entities like Costco, Target, and Walgreens, while also interacting

directly with hospitals and doctors. Medline also works with the Federal Emergency Management

Agency to supply critical medical supplies during federally designated emergencies.

II. MEDLINE’S WAREHOUSE IN LACEY

In 2016, Parent Company2 entered into a construction contract with Alston Construction

Company, Inc. to build a 702,093 square foot warehouse in Lacey. The Lacey warehouse was

built to distribute medical supplies and equipment to healthcare providers located in the

northwestern region of the United States. Medline opted to build in Lacey based on the

Washington Department of Commerce’s representations that “Medline qualified for the

Warehouse Tax Incentive and the incentive would be provided at the time of project completion.”

(CP) at 373. Additionally, Medline selected this location because of the warehouse’s proximity to

customers and the quality of the workforce.

Throughout the course of construction, Alston submitted an “Application and Certification

of Payment” each month, detailing completed portions of work and the amount owed by Parent

2 In 2005, Parent Company and Medline executed an administrative services agreement (Agreement). This Agreement permitted Parent Company to provide services to Medline “relating to the administrative, financial and technical functions” of Medline’s operations. CP at 377. Pursuant to the Agreement, Parent Company paid “all bills and liabilities, including but not limited to, all Washington State tax liabilities on behalf of Medline.” CP at 371.

2 59003-4-II

Company.3 Parent Company made all payments out of a bank account of which Parent Company

was the account holder. This account was “used to hold funds and make payments for U.S.-based

Medline entities, including Medline.” CP at 615. After the warehouse was completed in October

2017, Parent Company made its final payment and paid all sales tax. The sales tax for this project

was over $3 million.

Medline owned the land where the warehouse was built and oversaw operations upon

completion of the project. Medline began to store finished goods in the warehouse shortly after it

opened. During the relevant tax period, approximately 83 percent of Medline’s sales in

Washington were fulfilled from the Lacey warehouse. Medline made $454,216,677 in the state,

68.6 percent of which constituted wholesale sales. The Lacey warehouse, however, had only

17,193 square feet dedicated exclusively for wholesale. The remainder of the warehouse

intermingled wholesale and retail products, organizing items by their stock keeping unit number.

III. MEDLINE’S PURSUIT FOR REMITTANCE OF SALES TAX

On January 17, 2017, Medline submitted a warehouse tax incentive application for

remittance with DOR. Medline filed an additional application on December 7, 2017. In all

applications, Medline indicated that it was both a “[w]holesale business that owns or operates a

warehouse” and a “[r]etail business that owns and operates a distribution center.” CP at 1165,

1172, 1179, 1186, 1193, 1200. In total, Medline requested remittance for $2,400,471.63 of the

sales tax paid toward the construction of the Lacey warehouse.

3 The construction contract did not reference Medline, nor did it indicate Medline was legally obligated to pay the construction costs and sales tax for the project.

3 59003-4-II

On January 18, 2018, DOR denied Medline’s application. DOR based its denial on the fact

that Medline was engaging in both retail and wholesale sales, which meant that the Lacey

warehouse was “not being used exclusively for distribution to retail outlets.” CP at 350.

Medline exercised its right to administrative review of DOR’s decision. On July 20, 2021,

the Administrative Review and Hearings Division (ARHD) for DOR denied Medline’s petition.

Similar to DOR’s decision, the ARHD found that Medline did not utilize 200,000 square feet of

the Lacey warehouse exclusively for wholesaling. Based on this fact, the ARHD determined that

Medline was ineligible for remittance.

IV. MEDLINE’S APPEAL TO THE SUPERIOR COURT

On August 19, 2021, Medline appealed the ARHD’s decision to the Thurston County

Superior Court. Following discovery, both Medline and DOR filed motions for summary

judgment.

The trial court held a hearing to consider the motions for summary judgment on October

27, 2023. Unlike DOR or the ARHD, the court focused on the issue of whether Medline paid the

sales tax for the construction of the Lacey warehouse, a threshold requirement for being eligible

for remittance under RCW 82.08.820. Medline conceded that Parent Company, not Medline, made

the payments for the construction contract as well as the sales tax.

The court also questioned DOR about RCW 82.08.820 and the apparent requirement that

a wholesaler dedicate at least 200,000 square feet of a warehouse for the qualifying activity. DOR

acknowledged that, barring the issue of whether Medline paid the sales tax, Medline would qualify

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Medline Industries Holdings LP v. Department of Revenue, Counsel Stack Legal Research, https://law.counselstack.com/opinion/medline-industries-holdings-lp-v-department-of-revenue-washctapp-2025.