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REPLY by Martin Kao as to Martin Kao re 95 Response, 92 Order -… — PPP Attempt Conspiracy Legal Filings (Dkt. 98)

No. 1:21-cr-00061-LEK · Doc. 98 · Docket on CourtListener

Summary

Defendant Martin Kao's reply to Pacmar Technologies LLC's response (Document 95) to his objections to a magistrate judge's order (Document 92), filed April 6, 2023 as Document 98 in United States v. Martin Kao, No. 1:21-cr-00061-LEK, in the U.S. District Court for the District of Hawaii, with a hearing set for April 13, 2023. The reply argues that the order on Pacmar's Rule 41(g) motion for data from Kao's seized iPhone was dispositive and subject to de novo review. It argues that the magistrate judge could not rule without hearing from Kao, who remained silent pending sentencing, that Pacmar's ownership of the phone is disputed, and that the company policies do not make personal data company property. It asks that the order be vacated or modified to protect his personal data, with Pacmar paying for a special master to separate personal from business data.

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Case 1:21-cr-00061-LEK       Document 98       Filed 04/06/23   Page 1 of 13 PageID.840



 KEITH M. KIUCHI #2735                           CHOI & ITO, Attorneys at Law
 1001 Bishop Street, Suite 985                   Chuck C. Choi             #6435
 Honolulu, Hawaii 96813                          Allison A. Ito            #8152
 Telephone: (808) 533-2230                       Michel A. Okazaki         #6524
 Facsimile: (808) 533-4391                       (independent lawyer appearing
 E-Mail: kkiuchi106@cs.com                       through Choi & Ito)
                                                 700 Bishop Street, Suite 1107
                                                 Honolulu, Hawaii 96813
                                                 Telephone: (808) 533-1877
                                                 Facsimile: (808) 566-6900
                                                 Email: cchoi@hibklaw.com
                                                        aito@hibklaw.com
 Civil Attorneys for Defendants
 MARTIN KAO appearing to for the
 limited purposes of Objecting to the
 Order granted in favor of Movant
 Pacmar Technologies, Inc.


                         UNITED STATES DISTRICT COURT
                          FOR THE DISTRICT OF HAWAII

 UNITED STATES OF AMERICA                      CR. NO. 21-00061 LEK
             Plaintiff                         DEFENDANT MARTIN KAO’S
        v.                                     REPLY TO “PACMAR
                                               TECHNOLOGIES LLC'S RESPONSE
 MARTIN KAO                                    TO OBJECTIONS TO AND APPEAL
                                               FROM DISPOSITIVE ORDER
             Defendant                         [DOCUMENT 92] OF MAGISTRATE
                                               JUDGE” [DOCUMENT 95]
 PACMAR TECHNOLOGIES LLC
                                               HEARING:
             Movant          v.                DATE: APRIL 13, 2023
 MARTIN KAO                                    TIME: 11:00 AM
                                               JUDGE: HON. LESLIE KOBAYASHI
             Respondent/Objecting Party


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DEFENDANT MARTIN KAO’S REPLY TO “PACMAR TECHNOLOGIES
    LLC'S RESPONSE TO OBJECTIONS TO AND APPEAL FROM
 DISPOSITIVE ORDER [DOCUMENT 92] OF MAGISTRATE JUDGE”
                      [DOCUMENT 95]

        Defendant Martin Kao, through civil counsel appearing for the limited

purposes of objecting to the order granted in favor of Movant Pacmar

Technologies Inc., hereby submits his REPLY to PACMAR TECHNOLOGIES

LLC'S RESPONSE TO OBJECTIONS TO AND APPEAL FROM DISPOSITIVE

ORDER [DOCUMENT 92] OF MAGISTRATE JUDGE [DOCUMENT 95].

I.      REBUTTAL

        A.    STANDARD OF REVIEW

        As a preliminary matter, Defendant Kao reiterates that the standard of

review should be de novo. The proceeding initiated by Pacmar's Fed. R. Crim. P.

Rule 41(g) motion is unusual in that it is both criminal and civil in nature. It was

brought by Pacmar, a civil litigant who is not a party to the criminal case. Indeed, it

is the hybrid nature of the proceeding that allowed Pacmar to appear and bring the

motion in the first instance.

        The proceeding is deemed dispositive because it completely disposed of the

ancillary proceeding regarding the phone and will result in loss of Mr. Kao's

property and privacy rights in favor of a third-party if it is enforced. The order can

be accurately characterized as an order that completely resolves a matter collateral

to the main (criminal) case. The fact that the criminal proceeding is still pending is
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irrelevant given the nature of the proceeding, the relief provided to a non-party to

the criminal case, and the permanent effect of the order.

        Second, under FRCP Rule 72, a matter is subject to clearly-erroneous review

if “a pretrial matter not dispositive of a party’s claim or defense is referred to a

magistrate judge to hear and decide[.]” See FRCP 72(a). Otherwise, dispositive

motions are subject to de novo review. See FRCP 72(b)(3). The magistrate’s

order was dispositive in that it completely resolved Pacmar’s claim made by its

Rule 41(g) motion.

        Finally, the Magistrate judge did not have jurisdiction to issue a dispositive

order depriving Mr. Kao of his property and privacy rights. Therefore, the

Magistrate's order (if it is to have any legal status) can only be viewed as a

recommendation subject to the District Judge's de novo review.

        B.    THE MAGISTRATE JUDGE COULD NOT HAVE
              SUMMARILY DETERMINED THAT MR. KAO DID NOT
              HAVE A PRIVACY INTEREST IN THE IPHONE DATA

        PACMAR argues that “What the DOJ knows or does not know about the

history of Defendant Kao’s use of the Company Cellphone is irrelevant.” Dkt 95

at 13. PACMAR argues that “Defendant Kao has no privacy interest in the

Company Cellphone, as it was at all times subject to PacMar’s Information System

Security Policies and Procedures Manual and Employee Mobile Device Policy.”

Id.

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        These arguments are incorrect.

        First, there is no reason why PACMAR needs or should be given Mr. Kao’s

personal data. Although nobody other than the United States knows exactly what

is on the phone, Mr. Kao believes the personal information may include his

personal medical data, medical data of his wife, and medical data concerning his

son’s disabilities. The data regarding his wife and kids are not limited to medical

records, but also personal photographs, including private photographs of Mr. Kao’s

minor children, and even childbirth photographs. That PACMAR is opposed to

segregating out personal information from business information is very troubling.

        Second, the scope of Mr. Kao’s reasonable expectation of privacy is not

defined by some patchwork of handbook policies of questionable authenticity and

ambiguous meaning. Without hearing from Mr. Kao, the Magistrate Judge could

not have summarily determined that Mr. Kao did not have a privacy interest in the

phone and its contents.

        Because Mr. Kao is facing sentencing, he elected to remain silent and did

not offer a declaration or testimony regarding his state of mind during relevant

timeframes. PACMAR effectively obtained the equivalent of summary judgment

because Mr. Kao, as the opposing party, could not submit his own testimony and

evidence.



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        The Magistrate should have denied the motion (without prejudice to refiling

at a more appropriate time) or continued it until after sentencing. Even if the

phone contains information that PACMAR is entitled to keep confidential, the

Phone and its contents are under the safekeeping of the United States Attorney’s

office. PACMAR waited about 2.5 years to bring the motion. There was no

demonstrable need to rush the proceedings to the detriment of Mr. Kao.

         C.   THE NATURE OF PACMAR’S OWNERSHIP AND THE
              APPLICABILITY AND EFFECT OF THE HANDBOOK
              MATERIALS IS A MATTER OF DISPUTE

        PACMAR claims it is undisputed that it is the owner of the cellphone.

However, the "evidence" of ownership was from Verizon's consolidated invoice to

MDG, where a "Device Payment Agreement" is listed under Martin Kao's charges.

See Document 82-8 at 3.

        Contrary to its assertion, PACMAR’s ownership of the phone is not

established by this evidence. Assuming that Mr. Kao went to Verizon and

purchased the iphone, is that a benefit for Mr. Kao or is it MDG’s phone?

PACMAR does not describe how this phone was obtained. PACMAR does not

discuss the SIM card. PACMAR did not attach any receipt, user agreement, or

even the Device Payment Agreement. PACMAR did not identify any separate

agreement between Mr. Kao and MDG at the time Mr. Kao first obtained the

phone.

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        Even if PACMAR established legal title, that is insufficient. As PACMAR

should know, ownership may be based on legal title or beneficial interest.

Possession can be more important than legal title in establishing actual ownership.

As an extreme example, the seller under an agreement of sale retains legal title but

the law treats the purchaser as the true owner. Ownership issues could not be fully

explored because Mr. Kao elected to remain silent. However, it was undisputed

that Mr. Kao had possession of the phone. It was error for the Magistrate Judge to

have made a ruling without having explored the nature and scope of Mr. Kao’s

possessory interest. This exploration should have occurred after Mr. Kao's

sentencing.

        The patchwork of policies that PACMAR stitched together would not

support summary judgment, let alone the deprivation of a criminal defendant's

property and privacy rights during a time when his privilege against self-

incrimination must be protected and respected. The policies that PACMAR cherry-

picks to establish its alleged ownership rights actually undermine its arguments

when viewed in proper context.

        The policies by their terms are policies for employees and it is misleading to

characterize Mr. Kao as an employee in 2019 and 2020. As PACMAR knows

from its arbitration with Mr. Kao, Mr. Kao was paid by distributions (not by W-2



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employee compensation) and had a capital account (based on 99% ownership) in

2019 and 2020.1

        The “Cellular Phones” policy (Document 82-4 at 45) states the following as

its purpose: “The purpose of this policy is to promote a safe and productive work

environment and increase public safety. This policy applies to both incoming and

outgoing cellular calls.” See Id at 45. By its plain terms, this policy applies to

personal and company cell phones, and it is intended to govern safe and efficient

usage. It does not purport to give PACMAR/MDG any ownership interest in a

phone’s contents.

        The “Electronic Mail and Internet Usage” policy focuses on the company’s

email system. See Document 82-4 at 46. It does not purport to govern cell phones

or the contents of cell phones. PACMAR isolates and then underscores a provision

that states: “Computers, computer files, electronic communication systems,

internet access, and software furnished to employees are Company property

intended to be used solely for business purposes . . . . All work done with

Company resources will be owned by the Company or will be deemed

assigned to the Company.” See Dkt 95 at 6 (emphasis supplied). PACMAR is



1
 See Navatek Capital Inc. et al v. Martin Kao, 1CCV-20-0001511, Circuit Court of
the First Circuit, State of Hawaii, at Dkt 452, Final Judgment Confirming
Arbitration Award, at Exhibit A (Redacted Award) at 24, 63, 72 (judicial notice
requested).
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reaching for straws. First, none of the equipment listed is a cellular phone, which

is the subject of the Policy on the prior page. Second, the purpose of this provision

is obviously to ensure that MDG owns the intellectual property produced from the

company's IT and software system. 2 The argument that it gives MDG ownership

of personal information on an iPhone is unavailing.

         The “MDG Employee Mobile Device Policy” is similarly unhelpful to

PACMAR. It is focused on the productive use of mobile devices, not the

ownership of content. Indeed, it states in part:

         The Company owns any and all phone numbers for accounts that are paid
         for by the Company.

         Employees are eligible to upgrade beyond the standard-issue device or
         provide their own nonstandard device at their own expense, provided the
         device conforms to the Company's IT/Security policy requirements.

         The Company provides a mobile device as both a necessity for the regular
         and complete execution of the employee's professional responsibilities and a
         benefit for the employee.


Document 82-7 at 2 (emphases added). This policy can hardly be construed as a

waiver of all rights to privacy in a phone. Significantly, the Policy describes

company-issued mobile devices as also an employee benefit. It would hardly be a

benefit if "Defendant Kao had no right to privacy in the device" or if "personal uses

was at his own risk" and the company owned his personal data. The Policy only


2
    I.e., a type of work-for-hire IP-protection clause.
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identifies as disciplinary consequences for “excessive or inappropriate use” the

banning of use during business hours or repossession. Id. at 3.

        Furthermore, the Policy allows the employee to keep the phone by paying

for it: “Upon termination or departure from the Company, the employee's mobile

device may be purchased at fair value (as determined by the Company), and if so

desired by the employee, the phone line may be released to the employee.” This

right to purchase and take the phone line weakens any claim PACMAR may claim

to the personal and other data on the phone. Mr. Kao would purchase the phone at

fair value, which appears to be under $400. 3

        PACMAR also cherry-picks and quotes from a provision regarding

inspection. The alleged right of inspection contained in the mobile device policy

states: "At any time upon request by Company management, the employee shall

produce the mobile device for return or inspection." See Document 82-7 at 2.

Even if the phone is subject to this policy, PACMAR greatly exaggerates the effect

of the provision.

        First, who was the “Company management” at the time Mr. Kao had the

iPhone? PACMAR alleges that “[f]rom and after 2018, as President and CEO of



3
 https://swappa.com/guide/apple-iphone-11-
pro/prices#:~:text=What's%20the%20best%20price%20for,to%20the%20MSRP%
20of%20%24999.
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PacMar, Defendant Kao was responsible for oversight of all of PacMar’s business

operations[.]” Dkt 95 at 7. 4 If Mr. Kao is considered management during the time

he had the phone, then it is Mr. Kao that had the right to inspect his own phone.

Mr. Kao’s reasonable expectation of privacy should include an assessment of

expectations given the facts and circumstances.

        Second, the provision does not state that PACMAR owns any personal data

on the phone. The provision does not state that an employee cannot remove

personal data before returning the phone. Indeed, the Policy states that employees

“shall make reasonable efforts to… [p]rotect their own personal data, as the

Company will not responsible for personal data loss[.]” This provision clearly

indicates that personal data will not be property of the Company.

        Third, the inspection provision must be read in conjunction with the Policy’s

“Disciplinary Consequences” provision, which states: “The Company retains the

right to monitor employees for excessive or inappropriate use of their mobile

devices. If an employee's usage causes a prolonged decline in productivity or

interferes with our operations, the Company may ban that employee from using

mobile devices during business hours and/or repossess a Company-provided


4
  In its opposition, PACMAR dismisses the following rhetorical question raised in
the objection: “Who at the company at the time Mr. Kao was CEO and owner
would have asked Mr. Kao for personal information on his phone?” See Dkt 95 at
15. However, it is a relevant and significant issue, especially in the context of the
asserted right to inspect.
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mobile device.” Dkt 82-7 at 3. Logically, given the Policy as a whole, the right to

inspect is to confirm whether excessive or inappropriate use occurred. There is no

expectation from the Policy that personal data belongs to the company.

        D.    THE MAGISTRATE JUDGE COMMITTED ERROR BY
              GIVING PACMAR GOVERNMENT WORKPRODUCT OF A
              CRIMINAL SEARCH AND SEIZURE

        The government asserts that it seized the phone pursuant to a warrant:

        Pursuant to warrant, the government seized the cell phone at issue on or
        about September 30, 2020, from Defendant Kao at the offices of the Navatek
        companies that are now PacMar in connection with the arrest of Defendant
        Kao.


Dkt 96 at 2. PACMAR’s argument that the phone should not be afforded the same

scrutiny as property taken by criminal warrant is without merit. As stated by the

United States:

        5. After seizing the cell phone, the government used forensic tools to
        extract data from the cell phone.
        6. The extracted data set contains both business data and personal data.

Dkt 96 at 2 (emphasis added). The government states it can provide a Cellebrite

report and/or raw data.

        It is believed that extracting raw data still requires special tools. PACMAR

should be required to wait until the phone can be released to make its request. By

then, perhaps, Mr. Kao will be able to testify without fear of incrimination.



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         E.    THE MAGISTRATE JUDGE FAILED TO PROTECT MR.
               KAO’S PRIVACY INTERESTS IN SEIZED PROPERTY
         Having PACMAR pay for a special master to segregate company data from

personal data is an option. The United States is amenable to the use of a special

master as long as the United States does not pay for it:

         To the extent that the Court orders the segregation of business data from
         personal data before data is produced to PacMar, the government requests
         that a third-party, such as a special master, be appointed by the Court
         because such task would be unduly burdensome if placed upon the
         government. Furthermore, PacMar and/or Defendant Kao, and not the
         government, should bear the costs incurred for such a process because the
         government’s obligation is merely to return property to its owner at the
         conclusion of proceedings and the instant dispute between PacMar and
         Defendant Kao is a part of a long-running business and legal dispute
         between the two.

Dkt 96 at 4. PACMAR should bear the cost of a special master because it is the

one claiming an urgent need to review the data.

II.      CONCLUSION

         Based on the submissions, the record,5 and argument that may be raised at

hearing, Mr. Kao requests the following:

      1. The Order should be vacated and/or rejected.

      2. Alternatively, the Order should be modified in order to protect Mr. Kao’s

         personal data. PACMAR should not be entitled to the data unless it pays to



5
 According to the court reporter, the original transcript of the hearing on the
motion will be or has been filed with the Court.
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        have a special master review the data and segregate the personal data from

        business data.

        DATED: HONOLULU, HAWAII, APRIL 6, 2023.

                                 /s/ Chuck C. Choi
                                 KEITH M. KIUCHI
                                 CHUCK C. CHOI
                                 ALLISON A. ITO
                                 MICHEL A. OKAZAKI




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