Facts of the Case
The assessee, C.J. International Hotels Ltd.,
was operating the five-star Hotel Le Meridien, Windsor Place, New Delhi
on land obtained from NDMC under a 99-year licence agreement.
Adjacent to the hotel stood another building known
as the West Tower, constructed on the same licensed land. The West Tower
was not utilized for the hotel business. Instead, portions of the building were
granted on a sub-licence basis to various parties for conducting their
respective business activities.
The licence agreement with NDMC expressly permitted
the assessee to grant sub-licences. Accordingly, the assessee executed
sub-licence agreements for a period of 9 years and 11 months, renewable upon
request.
The assessee did not charge rent, lease rent, or
licence fees from the sub-licensees. Instead, it received interest-free
security deposits, which were reflected as unsecured loans in its books of
account.
The sub-licensees were also permitted to transfer
their sub-licence rights to third parties, subject to payment of transfer
charges to the assessee. Whenever such transfer charges were received, the
assessee disclosed and offered the same to tax as income.
Subsequently, many sub-licensees transferred their
rights to third-party occupiers who paid rent or licence fees directly to the
sub-licensees. Such rental receipts were assessed in the hands of the
sub-licensees under the head “Income from House Property.”
The Assessing Officer sought to assess the Annual
Letting Value (ALV) of the West Tower in the hands of the assessee on a
notional basis under Section 23 of the Income Tax Act.
Issues Involved
- Whether the assessee could be treated as the owner or deemed owner
of the West Tower for the purpose of Sections 22 and 23 of the Income Tax
Act.
- Whether notional Annual Letting Value of the West Tower could be
assessed in the hands of the assessee when no rent or licence fee was
actually received.
- Whether the sub-licensees, rather than the assessee, were liable to
be regarded as deemed owners under Section 27(iii) read with Section
269UA(f)(ii).
- Whether the Tribunal was justified in deleting the addition made by
the Assessing Officer under the head “Income from House Property.”
Petitioner’s (Revenue’s) Arguments
The Revenue contended that:
- The assessee held rights over the property under a 99-year licence
from NDMC along with rights to construct and develop the property.
- Such extensive rights effectively made the assessee the owner of
the property for taxation purposes.
- The assessee had granted sub-licences to various parties without
charging rent or licence fees.
- Instead of receiving rent, the assessee had obtained substantial
interest-free security deposits.
- Therefore, the property possessed an inherent rental value and its
notional Annual Letting Value ought to be computed under Section 23.
- Tax under the head “Income from House Property” should be levied on
such notional income.
Respondent’s (Assessee’s) Arguments
The assessee submitted that:
- NDMC remained the actual owner of the property and the assessee was
merely a licensee.
- Since ownership is a prerequisite for taxation under Sections 22
and 23, those provisions were inapplicable.
- The arrangement had been consistently accepted by the Department in
earlier assessment years.
- The assessee never received rent or licence fees from the
sub-licensees.
- The sub-licensees enjoyed transferable rights and were the persons
deriving rental benefits from the occupiers.
- By virtue of Section 27(iii) read with Section 269UA(f)(ii), the
sub-licensees were the deemed owners of the premises.
- Consequently, any house property income, actual or notional, could
not be assessed in the hands of the assessee.
Court Findings
The Delhi High Court upheld the decision of the
Income Tax Appellate Tribunal and observed:
- The licence agreement clearly established that NDMC continued to
remain the owner of the property.
- The assessee was only a licensee and could not be regarded as the
owner merely because it possessed long-term licence rights.
- The Tribunal correctly appreciated the legal effect of Section
27(iii) read with Section 269UA(f)(ii).
- The sub-licensees enjoyed substantial rights in the premises and,
for the purpose of the Act, were to be treated as deemed owners.
- The occupiers paid rent or licence fees to the sub-licensees and
not to the assessee.
- The assessee did not receive any rental income from the West Tower.
- Therefore, the Assessing Officer was not justified in determining a
notional Annual Letting Value and taxing the same in the hands of the
assessee.
Court Order
The Delhi High Court held that:
- The Tribunal's approach was legally correct and justified.
- No interference with the Tribunal's order was warranted.
- The question of law was answered in favour of the assessee and
against the Revenue.
- All departmental appeals were dismissed.
Important Clarification by the Court
While upholding the assessee's case, the Court
specifically clarified that:
The assessee would not be entitled to claim
depreciation on the concerned property.
This clarification ensured that although the
assessee was not treated as owner for the purpose of taxation of Annual Letting
Value, it could not simultaneously claim depreciation benefits available to an
owner.
Sections Involved
- Section 22 – Income from House Property
- Section 23 – Annual Letting Value
- Section 27(iii) – Deemed Ownership
- Section 147 – Reassessment
- Section 143(2) – Assessment Proceedings
Section 269UA(f)(ii) – Transfer of Immovable Property and Deemed Ownership
Link to download the order -
https://delhihighcourt.nic.in/app/case_number_pdf/2010:DHC:5567-DB/AKS18112010ITA422009.pdf
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