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ORDER DENYING THIRD-PARTY IN INTEREST TIFFANY JENNIFER LAM'S… — PPP Attempt Conspiracy Legal Filings (Dkt. 170)

No. 1:21-cr-00061-LEK · Doc. 170 · Docket on CourtListener

Summary

An order in United States v. Martin Kao, No. 1:21-cr-00061-LEK, in the U.S. District Court for the District of Hawaii, filed April 4, 2025 (Doc. 170), denying third-party in interest Tiffany Jennifer Lam's objection to a magistrate judge's order applying Kao's $2,000,000 bond deposit to his special assessment and restitution. The order recounts that Kao was sentenced on February 13, 2025 to eighty-seven months of incarceration and restitution of $12,841,490. Lam argued that she had a joint marital interest in the Merrill Lynch account from which the bail funds came. Reviewing de novo under Title 28 United States Code Section 2044, the court finds that Kao was the sole owner of the account and that marital property principles do not apply. It sustains the order that the $2,000,000 be paid over to the government.

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Case 1:21-cr-00061-LEK    Document 170   Filed 04/04/25   Page 1 of 10 PageID.1492



                         UNITED STATES DISTRICT COURT

                              DISTRICT OF HAWAII

 UNITED STATES OF AMERICA,                 CR. NO. 21-00061 LEK

                   Plaintiff,

       vs.

 MARTIN KAO,

                   Defendant.


                ORDER DENYING THIRD-PARTY IN INTEREST
               TIFFANY JENNIFER LAM’S OBJECTION TO THE
              ORDER GRANTING UNITED STATES’ MOTION FOR
         ORDER AUTHORIZING APPLICATION OF DEFENDANT’S BOND
            DEPOSIT TO PAYMENT OF SPECIAL ASSESSMENT AND
     RESTITUTION [ECF NO. 156], [FILED 3/18/25 (DKT. NO. 164)]

             Third-Party in Interest Tiffany Jennifer Lam (“Lam”)

 appeals the magistrate judge’s order finding that, under Title

 28 United States Code Section 2044, Lam does not have any

 ownership interest in the funds posted as bail for Lam’s

 husband, Defendant Martin Kao (“Kao”), in his criminal matter,

 United States v. Kao, 21-00061 LEK. See Third-Party in Interest

 Tiffany Jennifer Lam’s Objection to the Order Granting the

 United States’ Motion for Order Authorizing Application of

 Defendant’s Bond Deposit to Payment of Special Assessment and

 Restitution, filed 3/18/25 (dkt. no. 164) (“Appeal”).

             The Court finds the matter suitable for decision

 without a hearing pursuant to Rule LR12.2(a)(1) of the Criminal

 Local Rules. After careful review of the submissions and
Case 1:21-cr-00061-LEK   Document 170   Filed 04/04/25   Page 2 of 10 PageID.1493



 applicable law, the Appeal is hereby DENIED and the magistrate

 judge’s ruling is upheld as follows.

                              BACKGROUND

             This matter arises out of a criminal prosecution

 against Kao. A criminal complaint was filed against Kao on

 September 29, 2020. [Criminal Complaint, filed 9/20/20 (dkt. no.

 1).] Kao was arrested and was subsequently released on bail

 conditions, which included the posting of $2,000,000 bond

 secured by cash. [Minutes: Court Action: EP: Telephonic

 Detention Hearing held, filed 10/2/20 (dkt. no. 8).] Kao was

 indicted on May 6, 2021 and charged with three counts of wire

 fraud, in violation of Title 18 United States Code Section 1343

 (“Counts 1-3”), and five counts of money laundering, in

 violation of Title 18 United States Code Section 1957 (“Counts

 4-8”). [Indictment, filed 5/6/21 (dkt. no. 31).] Forfeiture of

 any real or personal property that constituted or was derived

 from proceeds traceable to the alleged offenses of wire fraud

 and money laundering was also sought. [Id. at pgs. 17-20.]

             Kao entered guilty pleas to Counts 1 through 8, which

 was accepted on September 22, 2022. [Acceptance of Plea of

 Guilty, Adjudication of Guilt and Notice of Sentencing, filed

 9/22/22 (dkt. no. 79).] On February 13, 2025, Kao was sentenced

 in this matter as well as to Count 1 of the Indictment filed in

 United States v. Kao, Cr. No. 23-00003 LEK, and received a


                                        2
Case 1:21-cr-00061-LEK   Document 170   Filed 04/04/25   Page 3 of 10 PageID.1494



 sentence of eighty-seven months of incarceration, five years of

 supervised release as to Counts 1 through 3 in Cr. No. 21-00061

 and Count 1 in Cr. No. 23-00003, and three years of supervised

 release as to Counts 4 through 8 in Cr. No. 21-00061, to run

 concurrently; restitution in the amount of $12,841,490; 12,000

 hours of community service; and special assessment fees of

 $900.00. [Amended Judgment in a Criminal Case (“Amended

 Judgment”), filed 2/24/25 (dkt. no. 153), at 3-4, 6-7; Cr. 23-

 00003 LEK, Amended Judgment in a Criminal Case, filed 3/28/25

 (dkt. no. 52).] He was ordered to surrender on March 25, 2025

 for his term of imprisonment. [Id. at pg. 3.] Pursuant to the

 order of forfeiture filed on August 31, 2023, Plaintiff United

 States of America (“the Government”) was granted an entry of a

 forfeiture money judgment in the amount of $12,841,490.00, which

 included $2,000,000 seized from Kao’s personal investment

 account with Merrill Lynch. [Order of Forfeiture (Money Judgment

 and Preliminary Order of Forfeiture (Specific Property), filed

 8/31/23 (dkt. no. 116), at 7.]

             On March 4, 2025, the magistrate judge granted the

 Government’s motion seeking application of Kao’s $2,000,000 bond

 deposit to his special assessment fee and restitution amount.

 [Order Granting the United States’ Motion for Order Authorizing

 Application of Defendant’s Bond Deposit to Payment of Special




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Case 1:21-cr-00061-LEK   Document 170   Filed 04/04/25   Page 4 of 10 PageID.1495



 Assessment and Restitution (“3/4 Order”), filed 3/4/25 (dkt. no.

 156).]1

             Lam filed her appeal from the magistrate judge’s 3/4

 Order on March 18, 2025.

                                  STANDARDS

             A district judge may designate a magistrate judge to

 determine any pretrial matter pending before the court and may

 reconsider any pretrial matter where it is shown that the

 magistrate judge’s order is “clearly erroneous or contrary to

 law.” 28 U.S.C. § 636(b)(1)(A); see also Fed. R. Civ. P.

 72(b)(1) (empowering magistrate judges to enter findings and

 recommendations that are dispositive of a claim). A magistrate

 judge’s non-dispositive order is deferred to unless “clearly

 erroneous or contrary to law.” Grimes v. City & Cnty. of San

 Francisco, 951 F.2d 236, 241 (9th Cir. 1991) (citing Fed. R.

 Civ. P. 72(a), 28 U.S.C. § 636(b)(1)(A)). The “clearly

 erroneous” standard applies to the factual findings by the

 magistrate judge and the “contrary to law” standard applies to

 the legal conclusions by that judge. See Williams v. United

 States, Civ. No. 08-00437 ACK-BMK, 2012 WL 406904, at *3 (D.

 Hawai`i Feb. 8, 2012). A finding of fact may be set aside as

 clearly erroneous only if the court has “a definite and firm


       1The Court construes the 3/4 Order as a report and
 recommendation for purposes of review in this appeal.


                                        4
Case 1:21-cr-00061-LEK   Document 170   Filed 04/04/25   Page 5 of 10 PageID.1496



 conviction that a mistake has been committed.” Burdick v.

 C.I.R., 979 F.2d 1369, 1370 (9th Cir. 1992). “A decision is

 contrary to law if it applies an incorrect legal standard or

 fails to consider an element of the applicable standard.”

 Williams, 2012 WL 406904, at *3.

             For a magistrate judge’s findings and recommendation,

 “[t]he district judge must determine de novo any part of the

 magistrate judge’s disposition that has been properly objected

 to.” Fed. R. Civ. P. 72(b)(3); see also United States v. Reyna-

 Tapia, 328 F.3d 1114, 1121 (9th Cir. 2003) (“The statute makes

 it clear that the district judge must review the magistrate

 judge’s findings and recommendations de novo if objection is

 made, but not otherwise.”) (emphasis in original). Because the

 magistrate judge’s order in this matter could be construed as a

 dispositive order, the Court elects to treat the order as a

 report and recommendation and analyzes the objections to it

 under the de novo standard.

                                 DISCUSSION

             Lam submits that she posted the $2,000,000 for Kao’s

 bail by personally depositing funds that she had withdrawn from

 an account held with the financial institution, Merrill Lynch,

 specifically Account No. **-*2641 (“Merrill Lynch Account”).

 [Appeal at 3-4.] She contends that she has “a joint marital

 interest in the Merrill Lynch Account, which included the


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Case 1:21-cr-00061-LEK   Document 170   Filed 04/04/25   Page 6 of 10 PageID.1497



 $2,000,000.00” posted for Kao’s bond securing his pretrial

 release. [Id. at 5.] Lam states that she and Kao, when they

 married in 2007, “agreed that all their financial assets,

 including [their home] and all their joint and individual bank

 and financial accounts . . ., were joint marital assets to be

 considered part of their marital estate[.]” [Id. at 2.] Other

 than her written declaration attesting to the marital agreement,

 there is no documentation (such as a written marital agreement)

 provided by Lam. See Third Party in Interest Tiffany Jennifer

 Lam’s Objection to the United States’ Motion for Order

 Authorizing Application of Defendant’s Bond Deposit to Payment

 of Special Assessment and Restitution, filed 2/13/25 (dkt. no.

 149), Declaration of Tiffany Jennifer Lam.

             The Government, on the other hand, disputes that Lam

 has an ownership interest in the Merrill Lynch account. See

 Response to Tiffany Jennifer Lam’s Objection to the United

 States’ Motion for Order Authorizing Application of Defendant’s

 Bond Deposit to Payment of Special Assessment and Restitution

 (ECF No. 149) (“Response”), filed 2/27/25 (dkt. no. 154).] The

 Government points to the documentation produced regarding the

 Merrill Lynch Account as stating that this account was held

 solely by Kao and was not identified as a joint account.

 [Response at 3, 5 (citing Exh. A, Letter from Bank of America,

 N.A., dated 8/28/20 (“Exh. A”)).] Indeed, the signature card for


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Case 1:21-cr-00061-LEK   Document 170   Filed 04/04/25   Page 7 of 10 PageID.1498



 the Merrill Lynch Account identifies the account holder or

 trustee as “Martin Y. Kao”; [Response, Exh. A at BOA-317-008-

 DOJ-0000001;] the Merrill Lynch Client Relationship Agreement

 Form for Individual, Joint or Retirement Accounts identifies the

 client name as “Martin Y. Kao; [id., at BOA-317-008-DOJ-

 0000004;] and the Merrill Lynch brokerage account report

 reflecting a net value of $2,712,085 as of an unknown date lists

 the account as being a single ownership; [id., at MLPFS-00202-

 004-DOJ-0000135.]

             Payment of a fine with money that has been posted by

 or on behalf of a defendant for an appearance bond is governed

 by 28 United States Code Section 2044, which states:

                  On motion of the United States attorney, the
             court shall order any money belonging to and
             deposited by or on behalf of the defendant with
             the court for the purposes of a criminal
             appearance bail bond (trial or appeal) to be held
             and paid over to the United States attorney to be
             applied to the payment of any assessment, fine,
             restitution, or penalty imposed upon the
             defendant. The court shall not release any money
             deposited for bond purposes after a plea or a
             verdict of the defendant’s guilt has been entered
             and before sentencing except upon a showing that
             an assessment, fine, restitution or penalty
             cannot be imposed for the offense the defendant
             committed or that the defendant would suffer an
             undue hardship. This section shall not apply to
             any third party surety.

             Here, the Government made its motion pursuant to

 Section 2044 for the $2,000,000 posted for Kao’s appearance



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Case 1:21-cr-00061-LEK   Document 170   Filed 04/04/25   Page 8 of 10 PageID.1499



 bond. If the money posted belonged to Kao, then it follows that

 it can be held and paid over to be applied to the fine and

 restitution that Kao was ordered to pay as part of his criminal

 sentence, pursuant to Section 20244. Was Kao the owner of the

 money used to post his bond? The evidence demonstrates that he

 was.

             The funds used to post the appearance bond were

 derived from the Merrill Lynch Account, and the documentation

 presented by the Government establishes Kao’s control over the

 Merrill Lynch Account in that he is listed as its sole owner.

 Further, Kao attested that he was the owner of the funds used

 for the bond, which were to be returned to him upon exoneration

 of the bond. [Affidavit of Cash Bail, filed 10/08/20 (dkt. no.

 14) (filed under seal).] There is no evidence that the funds

 were held jointly or by Lam individually.

             As to Lam’s arguments regarding the spousal agreement

 to share their expenses, income and property, the Court does not

 doubt her veracity. However, marital property ownership

 principles are inapplicable to the situation at hand because the

 issue here is not about property ownership and division when a

 divorce is granted. See, e.g., Haw. Rev. Stat. § 580-47(a)(3)

 (stating that upon granting a divorce, the court may order the

 division of “the estate of the parties, real, personal, or

 mixed, whether community, joint, or separate; . . . .”). Rather,


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Case 1:21-cr-00061-LEK   Document 170   Filed 04/04/25   Page 9 of 10 PageID.1500



 the issue is whether there is evidence establishing her

 ownership, shared or otherwise, of the Merrill Lynch Account.

 Her arguments about marital property division are therefore

 unpersuasive. Likewise unpersuasive is her assertion that she

 has established ownership through her actions by being

 responsible for withdrawing the money, obtaining a cashier’s

 check, and depositing this check to post the appearance bond.

 These actions were certainly supportive of her husband, for

 which she is to be commended, but are not evidence of ownership

 of the Merrill Lynch Account.

             The Court, after its de novo review, FINDS that Kao

 was the sole owner of the Merrill Lynch Account. It CONCLUDES

 that the Government’s motion was correctly granted and that the

 magistrate judge’s order that the $2,000,000 belonging to Kao

 and deposited by him for the purposes of a criminal appearance

 bail bond is to be held and paid over to the Government to be

 applied to the payment of any assessment, fine, restitution, or

 penalty imposed upon Kao is SUSTAINED.

                              CONCLUSION

             Third-Party in Interest Tiffany Jennifer Lam’s

 Objection to the Order Granting United States’ Motion for Order




                                        9
Case 1:21-cr-00061-LEK   Document 170    Filed 04/04/25   Page 10 of 10 PageID.1501



 Authorizing Application of Defendant’s Bond Deposit to Payment

 of Special Assessment and Restitution, filed 3/18/25 (dkt. no.

 164) is hereby DENIED.

             DATED AT HONOLULU, HAWAII, April 4, 2025.




 UNITED STATES OF AMERICA VS. MARTIN KAO; CR 21-00061 LEK; ORDER
 DENYING THIRD-PARTY IN INTEREST TIFFANY JENNIFER LAM’S OBJECTION
 TO THE ORDER GRANTING UNITED STATES’ MOTION FOR ORDER
 AUTHORIZING APPLICATION OF DEFENDANT’S BOND DEPOSIT TO PAYMENT
 OF SPECIAL ASSESSMENT AND RESTITUTION [ECF NO. 156], [FILED
 3/18/25 (DKT. NO. 164)]



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