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Home Court filings U.S. v. Cortney Merritts Transcript of Pretrial Conference (Dec. 5, 2025) — U.S. v. Merritts

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Transcript of Pretrial Conference (Dec. 5, 2025) — U.S. v. Merritts

No. 1:25-cr-00076-JMC · Doc. 40 · Docket on CourtListener

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Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 1 of 85


                 IN THE UNITED STATES DISTRICT COURT
                    FOR THE DISTRICT OF COLUMBIA

  THE UNITED STATES OF AMERICA,                     Criminal Action
             Plaintiff,                             No. 1:25-76



          vs.                                       Washington, DC
                                                    December 5, 2025

  CORTNEY MERRITTS,
              Defendant.                            1:02 p.m.

  ____________________________________________________________

               TRANSCRIPT OF PRE-TRIAL CONFERENCE
                BEFORE THE HONORABLE JIA M. COBB
            UNITED STATES DISTRICT MAGISTRATE JUDGE
  ____________________________________________________________

  APPEARANCES:

  For Plaintiff:              Brian P. Kelly
                                DOJ-USAO
                                601 D Street NW
                                Washington, DC 20530
                                Email: brian.kelly3@usdoj.gov
                              Emily A. Miller
                                USAO - D.C.
                                Fraud & Public Corruption
                                555 4th Street, NW, Suite 5836
                                Washington, DC 20530
                                Email: emily.miller2@usdoj.gov

  For Defendant:              Joseph A. DiRuzzo , III
                                MARGULIS GELFAND DIRUZZO & LAMBSON
                                500 East Broward Blvd., Suite 900
                                Ft. Lauderdale, FL 33394
                                Email: jd@margulisgelfand.com

  Reported By:                Lorraine T. Herman, RPR, CRC
                                Official Court Reporter
                                U.S. District & Bankruptcy Courts
                                333 Constitution Avenue NW
                                Washington, DC 20001
                                lorraine_herman@dcd.uscourts.gov

  *** Proceedings recorded by stenotype shorthand.
  *** Transcript produced by computer-aided transcription.
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25   Page 2 of 85
                                                                                  2

1                             P R O C E E D I N G S

2                  DEPUTY CLERK:     Your Honor, we are now calling for

3      the record Criminal Case 25-76, United States of America vs.

4      Cortney Merritts.

5                  Counsel, beginning with the government, please

6      approach the lectern and state your appearances for the

7      record.

8                  MR. KELLY:    Good morning, Your Honor.          Brian Kelly

9      and Emily Miller for the United States.

10                 THE COURT:    Okay.      Good morning.

11                 MR. DiRUZZO:    Good morning, Your Honor.           Joseph

12     DiRuzzo on behalf of Cortney Merritts, who is directly to my

13     left and seated.

14                 THE COURT:    Okay.      All right.    Good morning,

15     everyone.    We are here for the pretrial conference.             I just

16     want to confirm that both sides will be ready for trial.

17                 Government, you intend to be ready for trial?

18                 MR. KELLY:    Yes, Your Honor.

19                 THE COURT:    Okay.      And defense ready for trial?

20                 MR. DiRUZZO:    Yes.

21                 THE COURT:    I just also wanted to confirm the

22     length of trial just so we can know for purposes of

23     coordinating with the jury office.          My understanding is the

24     parties expect this to be about a week?

25                 MR. KELLY:    That's correct, Your Honor.
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                                                                             3

1                  THE COURT:    Okay.

2                  You agree with that?

3                  MR. DiRUZZO:    I concur.

4                  THE COURT:    Okay.      I don't typically sit on

5      Fridays, although if the parties want me to, I think I can.

6      If it could be the difference between finishing versus

7      carrying over to Monday, does the government have a

8      preference?

9                  MR. KELLY:    I mean, Your Honor, I think, without

10     looking at a calendar, that Monday may be Martin Luther King

11     Day.

12                 THE COURT:    Oh, it is.

13                 MR. KELLY:    So that would have us carrying over to

14     that following Tuesday.

15                 THE COURT:    Okay.

16                 MR. KELLY:    We are happy to sit on Friday, if

17     that's not an inconvenience for the Court.

18                 THE COURT:    Okay.

19                 MR. KELLY:    Ultimately, we'll defer to your

20     preference.

21                 MS. MILLER:    My guess is that you're going to have

22     jurors taking three-day weekends.

23                 THE COURT:    Okay.      Yeah, that's a good point.

24                 What is the defense preference?

25                 MR. DiRUZZO:    Our preference is to go on Friday.
     Case 1:25-cr-00076-JMC    Document 40    Filed 12/10/25   Page 4 of 85
                                                                                   4

1      Hopefully, we'll already be into either closings or

2      deliberation, but given that counsel for Mr. Merritts and

3      Mr. Merritts, everyone is from out of town.              Our preference

4      is to get it done as soon as possible.

5                  THE COURT:     Okay.      Let me -- I'm just going to

6      look at my calendar to make sure.           I think what we can do is

7      we can plan to sit on Friday.          I can see about moving

8      around.    I have a hearing but I can move that around.                If

9      we're running into a problem confirming jurors and the only

10     issue is people are planning to be away Friday, we can

11     revisit that, but hopefully that doesn't become an issue.

12                 Okay.      One housekeeping thing before we start

13     'cause I always forget to do this, I usually have each side

14     pick a seat for alternates.           So defense, for first

15     alternate, just pick a number 1 through 14.              That will be

16     the first alternate juror seat.

17                 MR. DiRUZZO:     I'm lost.

18                 THE COURT:     Okay.      So there's going to be two

19     alternate jurors.       I don't do the alternates 13 and 14,

20     because they know they're alternates and they don't pay

21     attention.    So I have each side pick a number between 1 and

22     14.   So if you pick 2, that means whoever is in seat

23     number 2 will be the first alternate.            And the government

24     will pick a number and then that will be the second

25     alternate.    Sorry.
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                                                                              5

1                  MR. DiRUZZO:     Okay.     Understood.

2                  THE COURT:     Okay.

3                  MR. DiRUZZO:     Nine.

4                  THE COURT:     Nine, okay.

5                  Government?

6                  MR. KELLY:     Four, Your Honor.

7                  THE COURT:     Okay.      So the juror in seat number 9

8      will be our first alternate, and the juror in seat number 4

9      will be the second alternate.          All right.       Give me one

10     second.

11                 Okay.      I've reviewed the parties' pretrial

12     statement.    The first thing that I want to do is just put

13     the plea offer on the record.          Mr. Merritts, I don't do this

14     because I'm suggesting that you should plea, but part of my

15     responsibility is to just make sure that all plea offers

16     were conveyed to you, that you received them, had an

17     opportunity to discuss it with your attorney and that you

18     declined them.

19                 So can the government just put on the record from

20     your pretrial statement what the -- I think there were maybe

21     two plea offers extended at some point.             If you wouldn't

22     mind just putting that on the record, and I'll confirm what

23     is represented in the pretrial statement that both of those

24     offers were rejected.

25                 MR. KELLY:     Yes, Your Honor.
     Case 1:25-cr-00076-JMC    Document 40    Filed 12/10/25   Page 6 of 85
                                                                                  6

1                  On June 6th, 2024, the government extended a

2      pre-indictment plea offer which would have been for

3      Mr. Merritts to plead guilty to one count of bank fraud in

4      violation of 18 U.S.C. Section 1344.

5                  And then on June 16th, 2025, the government

6      extended a post-indictment plea offer, which would have been

7      for Mr. Merritts to plead guilty to one count of wire fraud

8      in violation of 18 U.S.C. 1343.

9                  THE COURT:     Okay.

10                 And Mr. DiRuzzo, you communicated those offers to

11     Mr. Merritts?

12                 MR. DiRUZZO:     My co-counsel has, yes.

13                 THE COURT:     Okay.      Okay.

14                 And Mr. Merritts, if you could just speak into

15     that microphone.       I just want to confirm that -- I want to

16     make sure this is not the first time that you are hearing

17     that those plea offers were extended to you.

18                 THE DEFENDANT:      No, ma'am.      It's not the first

19     time.

20                 THE COURT:     Okay.      All right.

21                 Okay.      So let's just start with the voir dire.         I

22     had received the parties' proposed questions, and then I

23     have a standard voir dire.         So I essentially took the

24     parties' questions and, where there was duplication with my

25     standard voir dire, I just consolidated the questions or
     Case 1:25-cr-00076-JMC    Document 40   Filed 12/10/25    Page 7 of 85
                                                                               7

1      used my standard question.

2                  Just so the parties know, I only ask yes-or-no

3      questions of the jury panel.          So, essentially, all of the

4      jurors, potential jurors that come in will get a notecard.

5      I will read off each voir dire question.               If they have a

6      "yes" answer, they will put the number of the question on

7      their notecard.        So if they have a "yes" answer to number 1,

8      they'll write "1" on the notecard and so on.

9                  Then we clear the courtroom and bring every single

10     juror in, in the panel individually at least up until we

11     have enough that we've qualified enough to proceed with

12     peremptory strikes.

13                 So even if someone doesn't ask -- answer any

14     questions, we'll bring them in, make sure they understood

15     all the questions.       And I do allow attorneys to do brief

16     follow-up.    So some of the questions that were proposed, I

17     didn't include in the voir dire, that does not prohibit

18     parties, if someone gives a "yes" answer and you want more

19     information, to probe -- to follow up on the questions that

20     they've given.

21                 So again, I try to, you know, keep the questions

22     broad and to, you know, not ask more questions than

23     necessary to make sure that we're getting a fair jury panel

24     and I do allow follow-up questions.

25                 So I did want to address a specific voir dire
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 8 of 85
                                                                                 8

1      question because it relates to a motion in limine that I'll

2      resolve.    And that is the defense wanted a question about

3      Mr. Merritts' wife who is a former Congresswoman.              I know

4      the government had objected.

5                  I'll hear from the parties about whether she's

6      going to be a witness or not or the extent to which she

7      could be mentioned in trial.         But regardless, I think, given

8      that there is a chance, you know, depending on what happens

9      in trial, that her name could come up, I don't want a

10     situation where jurors might be familiar with her and we

11     don't know if they have strong feelings.

12                 And so I think it's actually important for both

13     sides to know whether jurors have feelings, positive or

14     negative, that might make them unfair in the event that

15     she's called as a witness, particularly that the defense has

16     included her on their witness list.

17                 Again, maybe she doesn't get called or maybe there

18     is some limit to her testimony or maybe, after a proffer,

19     it's determined she's not relevant.          But I just don't want

20     any mid-trial issues.      So I just wanted to explain why I

21     included that question.

22                 So with that, I'll start with the government.            Do

23     you have other objections, edits, additions?            Any questions

24     that I didn't include that you wanted that you feel strongly

25     about, we can discuss that now.
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25   Page 9 of 85
                                                                                 9

1                  MR. KELLY:    No, Your Honor.       We didn't have any

2      other objections or issues with the proposed voir dire.

3                  THE COURT:    Okay.

4                  MR. KELLY:    I think, as to the question about

5      Ms. Bush being included in voir dire, we understand

6      Your Honor's concern that it is prudent to front a potential

7      juror bias or prejudice issue in either direction.               And to

8      the extent that she is brought into the trial --

9                  THE COURT:    Yeah.

10                 MR. KELLY:    -- I just want to know, and I

11     understand you'll hear argument on this later that, one of

12     our concerns is that the defense is attempting to sort of

13     insert her into this case, either through voir dire or

14     opening statements or through cross-examination of the

15     government's witnesses with no actual intention of ever

16     calling her, in part, because she has no relevant testimony

17     to offer.

18                 THE COURT:    Okay.

19                 MR. KELLY:    So we are concerned about, sort of,

20     the confusion that it may inject to the jury.              Why are we

21     being asked about Congresswoman Corey Bush?             But we do

22     understand, you know, sort of the prudential reason for

23     Your Honor wanting to do that.

24                 THE COURT:    Okay.      And like I said, we'll address

25     some of those issues when we get into the motions in limine.
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25   Page 10 of 85
                                                                                10

1                   Does the defense have any objections, additions,

2       edits?

3                   MR. DiRUZZO:    No, none that were otherwise before

4       the Court.

5                   THE COURT:    Okay.     All right, great.

6                   Okay, we're just going to take a minute to get

7       back online.

8             (Brief pause.)

9                   MR. KELLY:    Are we back on, Your Honor?

10                  THE COURT:    Yes.

11                  MR. KELLY:    I apologize.      I actually have one

12      other thing that isn't necessarily an objection.

13                  THE COURT:    Sure.

14                  MR. KELLY:    I just wanted to make sure that

15      Your Honor had noted in the proposed statement of the case.

16      We were fine with all of it.        There had been the one

17      reference to, at the end, "the government has the burden to

18      prove beyond a reasonable doubt, if it can."

19                  THE COURT:    Oh, okay.

20                  MR. KELLY:    And we had objected to the inclusion

21      of the words "if it can" as being superfluous.             It sort of

22      puts the thumb on the scale a little bit in our opinion

23      without really adding anything --

24                  THE COURT:    Okay.

25                  MR. KELLY:    -- to the defense, you know, position
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25    Page 11 of 85
                                                                                 11

1       obviously that we do bear the burden of proof.              But we had

2       just included that objection in the filing.

3                   THE COURT:    I see, okay.

4                   MR. KELLY:    And to the extent Your Honor saw that

5       and rejected our objection, that's fine.              But to the extent

6       that you had not seen it or considered it we did want to

7       flesh that out.

8                   THE COURT:    Okay.     What is the defense's position

9       about -- I mean, it doesn't really add anything.               What is

10      the defense's position?

11                  MR. DiRUZZO:    It's not wrong, I would say that.

12      So I think that the Court would be well within its

13      discretion to keep it.

14                  THE COURT:    Okay.     What is -- why is it included?

15      I'm just curious what you think it adds.

16                  MR. DiRUZZO:    Well, I think it's an inappropriate

17      statement of the law and -- that's it, Judge.

18                  THE COURT:    Okay.     Well, the way I -- I mean, I

19      don't think it's wrong.      I don't think it adds anything.

20      The way I usually approach this is unless it is not

21      accurate, I usually let the defense frame their, kind of,

22      part of the statement the way they want to.

23                  The same way, when the government was outlining

24      its allegations, I did take out the initial additional

25      language that the defense had proposed that I thought was
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25   Page 12 of 85
                                                                                   12

1       kind of redundant to the element.          So I'll leave it just

2       because I don't think it's prejudicial if the defense wants

3       to keep it.

4                   MS. MILLER:    Your Honor.

5                   THE COURT:    Yes, come on up.

6                   MS. MILLER:    Going back to the voir dire for just

7       a moment.

8                   THE COURT:    Yes.    Yes.

9                   MS. MILLER:    A thought that occurred to us is, to

10      not create confusion in the panel about why Ms. Bush might

11      be mentioned, could we amend the question to somehow

12      indicate that she is a family member or a spouse or

13      something like that and so you may hear something about her?

14                  THE COURT:    Oh, sure.      I think that's fair.         Do

15      you have any problem with that?          "So you heard that you may

16      hear from or about former U.S. Congresswoman Corey Bush, who

17      is Mr. Merritts' wife" or who -- any problem with that?

18      What does the government propose?

19                  MR. KELLY:    I think maybe we would propose family

20      member, Your Honor.

21                  THE COURT:    Okay.     I don't have any problem with

22      that.

23                  And again, the defense is fine with -- I think

24      it's fair to explain.

25                  MR. DiRUZZO:    Yes.
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25   Page 13 of 85
                                                                              13

1                   THE COURT:    Okay.     Then moving to the preliminary

2       jury instructions which are very standard from the Red Book.

3       The only addition are the elements.          I think the elements

4       that I've included are elements that have been given in this

5       district and are very -- they're probably closer to what the

6       government proposed, but the parties weren't that far apart.

7       I think the only difference is this one gives a little bit

8       more detail about what a wire communication is.

9                   Does the government have any objections to the

10      statement of the elements?        And again, for purposes of the

11      preliminary instructions, I just give the basic elements.

12      Obviously, at the final charging conference, we'll discuss

13      instructions concerning definitions as they relate to these

14      elements.

15                  But just in terms of the basic mechanical elements

16      of the charge of wire fraud, does the government have any

17      problem with the instructions as I've articulated them?

18                  MR. KELLY:    The only point we'd like to make,

19      Your Honor, is that the first element of Your Honor's

20      proposed instructions, I believe, say that the government

21      must prove the defendant, "entered into a scheme to

22      defraud."

23                  THE COURT:    Okay.

24                  MR. KELLY:    And in our proposed jury instruction,

25      which was taken from the 11th Circuit, we had proposed that
     Case 1:25-cr-00076-JMC     Document 40   Filed 12/10/25   Page 14 of 85
                                                                                  14

1       the defendant devised or participated in a scheme.               And we

2       think that the "or participated in a scheme" language is

3       important to make clearer to the jury that the defendant

4       could be convicted even if he did not personally submit one

5       or either of the charged loan applications himself.

6                   To that point, the Indictment does allege that the

7       defendant "transmitted and caused to be transmitted and did

8       aid and abet."        That's Paragraph 37 and throughout the

9       statement of the case the parties proposed as the defendant

10      "prepared and submitted and caused to be submitted."

11                  THE COURT:      Sure, okay.     I think that's accurate.

12                  Does the defense disagree?          I mean, you can be

13      convicted if you participated in wire fraud and all of these

14      elements are met.

15                  MR. DiRUZZO:      My only concern, Your Honor, is I'm

16      a little worried that we might be getting into what would be

17      more of like conspiracy land or Section 2, like aiding and

18      abetting.

19                  If I remember correctly, the Indictment did not

20      charge anything in respect to aiding and abetting or have

21      any mention of Pinkerton.        So I'm a little concerned that if

22      we start bringing in the possibility of other individuals

23      that you might unnecessarily or improperly expand the scope

24      of the Indictment.

25                  THE COURT:      What is the government's response?
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                                                                               15

1                   MR. KELLY:    Just that, again, Your Honor, the

2       Indictment literally says in the charging language that the

3       defendant "transmitted and caused to be transmitted and did

4       aid and abet."

5                   The language that we proposed from the Eleventh

6       Circuit "devised or participated in a scheme," I mean, that

7       seems to be black-letter law.       We'd be happy to brief the

8       issue.

9                   THE COURT:    No, no.   I don't think this is an

10      inaccurate statement of law.        If you participate in a scheme

11      to defraud and meet all of these elements, it seems clear to

12      me that you'd be guilty of wire fraud the same as if you are

13      the master mind or a participant.         So I don't see a concern

14      here.    So I will make that edit over defense objection.

15                  So "the defendant knowingly and willingly devised

16      or participated in a scheme to defraud or to obtain money or

17      property by means of false or fraudulent pretenses,

18      representations or promises."

19                  MR. KELLY:    Yes, Your Honor.      Thank you.

20                  THE COURT:    All right.    Okay.        So I will make that

21      correction or edit, again, over defense objection.

22                  Any other concerns from the government about the

23      proposed elements?

24                  MR. KELLY:    No, Your Honor.

25                  THE COURT:    Okay.
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25     Page 16 of 85
                                                                                   16

1                   So for the defense, I've ruled on this first

2       issue.   Any other concerns about any of the other elements?

3                   MR. DiRUZZO:    No, Judge.

4                   THE COURT:    Okay.     All right.        So -- and anything

5       else about the preliminary instructions generally?                Again,

6       they're Red Book instructions but if someone has something

7       additional?

8                   MR. KELLY:    No objections, Your Honor.

9                   THE COURT:    Okay.     Anything from the defense?

10                  MR. DiRUZZO:    No.

11                  THE COURT:    Okay.     So just for purposes of exhibit

12      objections, if the objection is something like relevance,

13      foundation, authentication, I'll deal with that at the time

14      of trial just because, without context, it's hard for me to

15      rule on that.

16                  Some of these documents relate to Motions in

17      Limine, so we'll resolve those shortly.               But are there any

18      exhibit-related issues from either side that are not covered

19      by a motion in limine that the parties think would be

20      helpful to have a pretrial ruling on?

21                  MR. KELLY:    Not for the government, Your Honor.

22                  THE COURT:    Okay.     For the defense?

23                  MR. DiRUZZO:    No, Your Honor.

24                  THE COURT:    Okay.     All right.        Great.   Just give

25      me one second, here.
     Case 1:25-cr-00076-JMC    Document 40   Filed 12/10/25     Page 17 of 85
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1                   Okay.     So I'm prepared to rule on the Motion to

2       Dismiss the Indictment.       I'll put my reasoning on the

3       record.

4                   I'm going to deny the motion.             The -- and I'm

5       referring to ECF-13.       It's the Motion to Dismiss the

6       Indictment pursuant to the Federal Rule of Criminal

7       Procedure 12.    An Indictment is sufficient if it contains

8       the elements of the offense charged and fairly informs the

9       defendant of the charge against which he must defend.

10                  And two, enables him to plead an acquittal or

11      conviction and bar of future prosecutions for the same

12      offense.    That's from Hamling v. United States, 418 U.S. 87

13      (1974).

14                  The defendant argues that the Indictment fails to

15      inform him as to which of the 11 mentioned wire

16      communications constitute the basis for the two counts of

17      wire fraud.    I have reviewed the Indictment.             I do find the

18      Indictment to be clear.       There are two counts at issue in

19      this case.

20                  One is based on defendant's transmission of his

21      EIDL application on July 8th, 2020.          And the other is based

22      on defendant's submission of his PPP loan application on

23      April 22nd, 2021; that's clear in the Indictment.

24                  While the Indictment certainly mentions other

25      acts, the government has not alleged that those other
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 18 of 85
                                                                             18

1       communications satisfy the elements of wire fraud.             They are

2       not pled as separate counts in the Indictment.            Essentially,

3       I think this Indictment actually has probably much more

4       information than even required to describe the specific

5       crimes with which Mr. Merritts has been accused of.

6                   So I do find that the Indictment has satisfied the

7       requirements of the Sixth and Fifth Amendments.             I find that

8       defendant was properly charged by the grand jury, is on

9       notice of the charged conduct and can prepare his defense.

10      So I will deny ECF-13.

11                  There's also a Motion to Dismiss for selective

12      prosecution which is ECF-14.        I do want to understand kind

13      of what the class is that Mr. Merritts is suggesting that

14      he's part of that's distinct from others who have not been

15      prosecuted for this offense.        If you can just clarify that

16      and then I'll be prepared to rule.

17                  MR. DiRUZZO:    Your Honor, it's our position that

18      Mr. Merritts is in a class of individuals that, according to

19      the government's theory, he admitted PPP fraud for a very

20      modest amount of $22,000.      And given that -- putting aside

21      police officers who hold a special position of authority and

22      respect and they get some of the benefits, like qualified

23      immunity but are held to a higher standard, putting aside

24      those individuals, that my client was indicted when very few

25      to, you know, hardly ever individuals are indicted.
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 19 of 85
                                                                                19

1                   Now, the government has in its moving papers or in

2       its opposition papers cited to five cases.           Your Honor, I

3       would submit we have five instances nationwide.             And using

4       some basic math, if there are a thousand PPP fraud cases

5       that would be .5 percent, half a percent, if there are

6       10,000 PPP fraud cases, which I think is a little more

7       realistic in a country of over 300 million, that is .05.

8       That's five basis points.

9                   So when you look at the number of cases, you know,

10      number of fraud cases out there and the number that have

11      been indicted for such a small number, it leads to what I

12      think the natural question is:        Why and why wasn't this case

13      brought in the context of some type of civil resolution?

14                  And it's our position, Your Honor, that it is

15      selective that the thrust of the underlying investigation

16      wasn't to Congresswoman Bush and my client.            And then when

17      there was nothing that was to be found, you know, they

18      pivoted and then -- and that's why we're here.

19                  I would say, Your Honor, that I think, if the

20      Court has concerns, I think that the Court should consider

21      exercising its discretion to allow discovery.            To quote

22      Justice Brandeis, "Sunlight is the best of disinfectants."

23                  I would think, if the government truly believes

24      that there is nothing to see here, that, you know, I'm going

25      proverbial open kimono, would allow everyone to make sure
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1       that nothing untoward has happened.

2                   So with that being said, Your Honor, I submit

3       that, given the rather small dollar amount, something that,

4       in my view, I think best case scenario for the government

5       look at zone B, in my experience you don't get too many

6       federal criminal indictments where in the government's best

7       day you're looking at a zone B as compared to a zone D.

8                   And so that, again, just reiterates the

9       strangeness of this Indictment in comparison to the most

10      federal criminal fraud cases.

11                  THE COURT:    Okay.     And then what's your response

12      to the government's argument about why are you picking

13      30,000 as the baseline?      Aren't you kind of arbitrarily...

14                  MR. DiRUZZO:    Well, at some -- I mean, at some

15      level it is arbitrary.      We could have picked 25,000.              We

16      could have picked, you know, 35,000, 50,000, but I don't

17      think that number -- I think, if you look at that number in

18      comparison -- and again, putting aside the police officers,

19      if you picked 50,000, I don't think that it would move the

20      analysis, it would move the proverbial needle.

21                  Personally, I think if -- I think 35, if my

22      recollection of (2)(b) is correct, I think that's the next

23      level that kicks you up.      I think it's under 2B subsection

24      (b)(1), like, at (D) perhaps.        And I think that's where, you

25      know, it takes you into the next level.
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1                   But that's my recollection, Your Honor.            You can't

2       hold me to that and obviously the guidelines are what the

3       guidelines are.

4                   THE COURT:    And then why are we removing police

5       officers?

6                   MR. DiRUZZO:    Because, again, you know, police

7       officers have a special role in our criminal justice system.

8       For example, they get special protections.            Many

9       jurisdictions have, you know, battery and law enforcement.

10      It takes a normal battery to a -- and enhancements and

11      police officers are given qualified immunity.

12                  THE COURT:    Well, not for fraud, though.          There's

13      no immunity for PPP loan fraud.

14                  MR. DiRUZZO:    No, of course.       Just as a general

15      proposition, police officers are given certain protections

16      in a society and are held to a higher standard.              That's in

17      particular given that they are the ones that are on the

18      front lines and enforcing the law and they are literally law

19      enforcement.

20                  THE COURT:    Okay.     Does the government have

21      anything to add in addition to what's in its briefs?

22                  MR. KELLY:    Not necessarily anything that's in

23      addition to our briefs, Your Honor.          If I could just respond

24      to a couple points quickly.

25                  THE COURT:    Sure.
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1                   MR. KELLY:    One, as to the limited number of cases

2       that we cited in our opposition, that was literally based

3       off of a 10-minute Google search.

4                   THE COURT:    Okay.

5                   MR. KELLY:    It was by no means intended to be, you

6       know, sort of a 50-state survey of every PPP fraud case

7       that's been prosecuted in the last several years.

8                   And, Your Honor, I think you hit it on the point

9       that this does appear to be a somewhat arbitrary and

10      artificially narrow comparison group.          And courts actually

11      have rejected artificially narrow comparators for purposes

12      of selective prosecution claims.

13                  To that point, we didn't actually raise this in

14      our opposition, but it occurs to the government it's not

15      even clear why we would be limiting the universe of similar

16      prosecutions to PPP fraud.

17                  THE COURT:    I was thinking the same thing.             It's

18      really just wire fraud.

19                  MR. KELLY:    It's just fraud.      It's just fraud,

20      Your Honor.

21                  THE COURT:    Yeah.

22                  MR. KELLY:    It could even be -- it could be

23      healthcare fraud.     It could be wire fraud.        It could be mail

24      fraud.   It could be bank fraud.       And I guarantee, Your

25      Honor, without having done the research but I'll stake my
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 23 of 85
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1       reputation on it, there are going to be plenty of cases out

2       there in this office and throughout the country of cases of

3       similar magnitude that have been prosecuted.

4                   And as to sort of the open-the-kimono,

5       what's-the-harm, in terms of requesting discovery, a

6       selective prosecution standard is extremely high.             And the

7       burden is on the defendant to meet that standard of showing

8       discriminatory effect and discriminatory intent.

9                   And for the reasons stated in our motion, the

10      defendants have just fallen woefully short of providing any

11      evidence for that.     And, Your Honor, it is cited in our

12      opposition but the -- to even obtain discovery related to a

13      selective prosecution claim under D.C. Circuit and U.S.

14      Supreme Court law, the defendant still has to make a

15      colorable claim of selective prosecution, which requires,

16      quote, from U.S. v. Bass, 536 U.S. at 863, it requires a

17      defendant to offer some evidence of both discriminatory

18      effect and discriminatory intent.

19                  And in U.S. v. Armstrong, 517 U.S. at 464, 468,

20      that is a, quote, "rigorous standard," which, quote, "itself

21      is a significant barrier to the litigation of insubstantial

22      claims."

23                  According to U.S. v. Stone, 394 F.Supp.3d 1 at 31,

24      a DDC case from 2019, quoting Armstrong, "a defendant must

25      provide something more than mere speculation or personal
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                                                                              24

1       conclusions based on anecdotal evidence."

2                   Simply stated, Your Honor, there is no colorable

3       claim here and the defendant is not entitled to discovery.

4                   THE COURT:    Okay.     Thank you.

5                   All right.    Anything more from the defense before

6       I rule?

7                   MR. DiRUZZO:    No.

8                   THE COURT:    Okay.     So I appreciate the defense's

9       arguments.    I will deny the motion.

10                  To begin, the presumption of regularity applies to

11      prosecutorial decisions.      And in the absence of clear

12      evidence to the contrary, courts presume that prosecutors

13      have properly discharged their official duties.              That's from

14      a D.C. Circuit decision from 2016, United States v. Fokker

15      Services B.V., 818 F.3d 733.

16                  To dispel that presumption, a criminal defendant

17      must present clear evidence to the contrary that the

18      prosecutor's actions had a discriminatory effect and were

19      motivated by a discriminatory purpose.           That's from U.S.

20      v. Armstrong, which the parties have cited in their briefs.

21                  I find that the defendant has not shown that he

22      was singled out for prosecution from among other similarly

23      situated or that the prosecution was improperly motivated,

24      for example, based on race, religion or another arbitrary

25      classification, here, political affiliation or connection to
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 25 of 85
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1       political affiliation.

2                   First, I find that the defense has failed to

3       properly identify the group to which he is similarly

4       situated.    The defense initially suggested that the group is

5       all subject to the jurisdiction of the United States

6       Attorney's Office for the District of Columbia, who has

7       allegedly submitted false PPP or EIDL claims for losses

8       under 30,000.

9                   I do agree with the government that, you know,

10      it's not clear to me why 30,000 is the threshold.             I also

11      agree with the argument made today that the defendant is

12      charged with two counts of wire fraud.          So I do think it

13      would be appropriate to consider wire fraud more broadly.

14                  Second, even taking this group that the defense

15      has identified for comparison, you know, there is just some

16      evidence that there are other similarly situated that have

17      been prosecuted for this type of loan fraud in this amount.

18      I don't think that there is a meaningful difference between

19      MPD officers in this context, although I appreciate that in

20      some circumstances they have special protections.

21                  But the government has pointed to individuals that

22      were charged with PPP fraud for amounts even lower than what

23      Mr. Merritts is charged with.       And, you know, the argument

24      that the defendant is not similarly situated to MPD officers

25      because the U.S. Attorney's Office has increased interest in
     Case 1:25-cr-00076-JMC    Document 40   Filed 12/10/25   Page 26 of 85
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1       prosecuting wrongdoing within, just continues to narrow the

2       group for comparison, including excluding other evidence

3       that the U.S. Attorney's Office has prosecuted other people

4       in this district for similar amounts for specifically

5       pandemic loan fraud not to mention what I can say from my

6       personal experience fraud generally in this district.

7                   So I also find that the defense has failed to

8       offer any evidence, even in direct evidence, of improper

9       motive that would justify discovery on this issue.              So

10      because I find that the defense has failed to demonstrate

11      discriminatory effect and offers only speculation as to

12      discriminatory motive, the Court will deny that motion.               And

13      again, I agree that it's a high standard for dismissal and

14      even for discovery.

15                  Okay.     So both of the Motions to Dismiss have been

16      denied which means we are going to trial.             So let's get into

17      the motions in limine.

18                  So I want to start with the defendant's motion

19      related to the corporate records which is ECF-21.              Before I

20      get into the meat of the parties' arguments, can I ask the

21      government, I'm wondering if there is a real dispute here.

22      If you could just explain to me or maybe proffer, how do you

23      plan to introduce and discuss the evidence at trial when you

24      say you want to attribute it to him?           I mean, is it -- are

25      you going to get out that it was obtained pursuant to a
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 27 of 85
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1       subpoena?

2                   MS. MILLER:    My plan at this juncture, Your Honor,

3       would be to elicit that Vetted was subpoenaed, that Vetted

4       voluntarily responded to the subpoena, and the subpoena

5       asked for the universe, which is in evidence.

6                   And in response to the universe received these

7       limited documents.     This is going a little bit further but

8       then, in addition, although that purported to be everything

9       they could find at the time, they provided additional

10      documents of a similar nature, more text messages, it

11      appears, of the defendants and their exhibit list, their

12      defense exhibit list.

13                  Taking all of these together and the way that they

14      are relevant is that there are lots of discussions about

15      business of the defendant, potential moving jobs, what he

16      would charge, what he did charge.         And if you took all of

17      those jobs -- and I haven't done this yet but I plan to.

18                  THE COURT:    Okay.

19                  MS. MILLER:    But just from a quick looking at the

20      text messages, if you added up everything that he produced

21      to us, it doesn't come close to justifying the amount of

22      revenue that he stated that he made when he submitted his

23      loan applications.     And so it is probative of the falsity of

24      those statements, along with like the bank records and

25      everything else.
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25   Page 28 of 85
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1                   So I think being able to say "that's about him and

2       what he produced" is important because it's really tying my

3       hands behind my back to try and say "well Vetted produced

4       them."   It almost sets up this weird false narrative that

5       Vetted is something other than him.          And maybe he has

6       records that Vetted didn't have when he and Vetted are, in

7       fact, one and the same.

8                   And he is claiming that they gave us everything.

9       It was through counsel.      You know, in response to the

10      subpoena, they're claiming they gave us everything they

11      could find.    Apparently they did find some more, but that

12      would be the gist of the argument.

13                  THE COURT:    Okay.     So I guess that was my question

14      because initially you had said that you were going to elicit

15      that Vetted was subpoenaed, that Vetted voluntarily

16      responded to the subpoena.        But then later you want to say

17      that Mr. Merritts produced the documents, not Vetted.

18                  MS. MILLER:    Well, that he is a -- that Vetted is

19      a sole proprietorship and that the documents that we have

20      show that he owns it 100 percent.

21                  THE COURT:    Okay.

22                  MS. MILLER:    And that, as a matter of law, there's

23      no legal distinction.      It's just a doing-business-as name.

24      There is no legal distinction between him and Vetted.                 And

25      so when you are looking at this evidence and seeing what he
     Case 1:25-cr-00076-JMC     Document 40    Filed 12/10/25   Page 29 of 85
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1       voluntarily produced in response to the Vetted subpoena,

2       what you are looking at doesn't add up to what he said.

3                   THE COURT:      Right.    I guess I'm just interested

4       in, when you put the witness on the stand, what do you

5       intend to elicit in terms of, because you're not going to

6       ask the witness to describe what a sole proprietorship is.

7                   MS. MILLER:      I would put on through the witness

8       did -- was the grand jury, through the summary witness we

9       would put on, did you -- was a subpoena issued?                Yes.     Is

10      this the subpoena?       Yes.   What does it ask for?          Highlight

11      all the relevant -- it asked for the universe.               Did the

12      government receive a response?           Yes, it did.      Is government

13      X, you know, the response?          Yes.

14                  Did you pick out all of the messages that have

15      anything to do with business, potential business, actual

16      business?

17                  THE COURT:      Yeah.

18                  MS. MILLER:      Yes.     And did you, you know, add it

19      all up and -- I haven't done that much yet.

20                  THE COURT:      Yeah.     No, no, no.

21                  I am just trying to understand, it sounds -- and

22      again, I will resolve the legal issue but it sounds like the

23      defense's concern was eliciting that Mr. Merritts produced

24      the documents.        And if you don't intend to elicit

25      specifically Mr. Merritts produced documents, then we don't
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 30 of 85
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1       really have a dispute.      And if we do, that's fine.         I'm not

2       suggesting you can't do that, but I just want to know if

3       this is even an issue before I dig in.

4                   MS. MILLER:    As I understood their objection, it's

5       not just saying that he produced them but it's attributing

6       them to him, like saying that these somehow have anything to

7       do with him and his defense.

8                   THE COURT:    Oh, okay.

9                   MS. MILLER:    Or the prosecution of them.

10                  THE COURT:    Yeah, I'm going to ask them a

11      clarification about the attribution issue.           I mean, once

12      they're in evidence, are these texts from his cell phone?

13                  MS. MILLER:    Well, that's part of the reason that

14      I think it's important to attribute to the fact that they

15      came from Vetted and that Vetted is a sole proprietorship.

16      And so when you say "Vetted" you can say him because, while

17      you can look at the face of the screenshots, I think we can

18      authenticate them through the fact that they were produced

19      by his counsel in response to a subpoena to his company that

20      he is the 100 percent owner of.

21                  THE COURT:    Okay.

22                  MS. MILLER:    And then I think if you look at the

23      face of the screenshots, you will see his name, Cortney, you

24      will see his phone number at the -- you know, in certain

25      ones of them which we can authenticate with other records or
     Case 1:25-cr-00076-JMC    Document 40    Filed 12/10/25   Page 31 of 85
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1       with witnesses.

2                   So I think that it's important to say that these

3       things came through his counsel.          I think that that's

4       obviously slightly different for the items he produced in

5       connection with his exhibit list because that wasn't in

6       response to a request for production.            But again, I think,

7       for authentication purposes, we can look at those and say,

8       do they look like the other ones that his lawyer also gave

9       us?

10                  THE COURT:     Okay.     Sure.

11                  Okay.     Can I hear from the defense and just try to

12      understand -- I want to understand your argument, because

13      obvious -- it sounds like, based on the proffer that these

14      are relevant documents.       You don't disagree with that, do

15      you?

16                  MR. DiRUZZO:     At this stage I don't.

17                  THE COURT:     Okay.     So the government is going to

18      have to lay a foundation for their authentication and

19      admissibility at trial.       What exactly are you objecting to

20      in terms of how they do that?

21                  MR. DiRUZZO:     Well, Your Honor, it's, from my

22      perspective, when the government issues a grand jury

23      subpoena to an entity and the entity responds, I think it's

24      fair for the government to say that these documents came

25      from the entity.
     Case 1:25-cr-00076-JMC     Document 40    Filed 12/10/25   Page 32 of 85
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1                   But what I have a problem with is the government

2       skipping over his evidentiary burden and immediately

3       attributing documents from an entity to an individual if

4       that makes sense.

5                   THE COURT:      Okay.     So you don't have a problem

6       with -- again, before I get into the legal issue, I'm just

7       trying to flesh out if we have a dispute.

8                   You heard Ms. Miller's, kind of, summary of what

9       she would ask.        She's going to get out that there was a

10      subpoena to Vetted; that the defendant is the sole

11      proprietor of Vetted; that, you know, there was a response

12      to the subpoena, this is what was produced.

13                  MR. DiRUZZO:      I think all of that with the

14      exception of the, you know, it's a sole proprietorship,

15      because I'm going to anticipate that the individual that's

16      going to testify is going to lack personal knowledge as to

17      whether the entity is a sole proprietorship.               And that

18      crucial piece of information is going to have to come in

19      through other witnesses and other bits of evidence.

20                  THE COURT:      Sure.     And you can object.       Assume

21      that they can -- they call a witness with knowledge and

22      that's before the jury either through the witness for these

23      documents, part of their investigation through documents,

24      through business records, they determined that there was a

25      sole proprietorship.        So just assume -- again, you can
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25     Page 33 of 85
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1       object if the witness isn't qualified to testify about that,

2       but just assume, for the sake of argument, that they are

3       able to do that.

4                   What is the problem with that line of questioning

5       and what exactly are you objecting to?

6                   MR. DiRUZZO:    There's no problem with that line of

7       questioning.

8                   THE COURT:    Okay.

9                   MR. DiRUZZO:    The problem that we have is skipping

10      over the evidentiary foundation and just saying "Vetted

11      equals Cortney Merritts."

12                  There needs to be some evidentiary foundation in

13      the proverbial chain in order to make the connection.                   And

14      from my perspective, what the government is trying to do is

15      skip over their evidentiary burden and automatically connect

16      the dots.

17                  THE COURT:    Okay.     But what Ms. Miller suggested

18      would connect -- I mean, you want to connect the dots

19      because the jury is not going to know who Vetted is versus

20      Mr. Merritts.

21                  You know, this sounds more like a foundation issue

22      than a potential Fifth Amendment issue.               Your problem is,

23      you know, the government, if it has evidence, can establish

24      it served a subpoena to Vetted.         Vetted -- again, assuming

25      that they have the evidence for this, Vetted is a sole --
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25     Page 34 of 85
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1       Mr. Merritts is the sole proprietor of Vetted, that the sole

2       proprietorship, which Mr. Merritts, responded to the

3       subpoena.    These are the documents produced.             This is what

4       they show.

5                   You don't have a problem with any of that.                  Right?

6                   MR. DiRUZZO:    No, because I think, being

7       realistic, that's coming in.        Right?     And so I think it's

8       coming in.

9                   THE COURT:    Okay.

10                  MR. DiRUZZO:    But, you know, I think for me, the

11      real problem I have is the possibility of the witness

12      saying, "I got this from Vetted."          Vetted is Mr. Merritts.

13      And then all of that additional evidentiary foundation, you

14      know, the government doesn't have to do that work and the

15      jury hears that Vetted is Mr. Merritts.

16                  THE COURT:    Okay.     You're going to lay the

17      foundation to connect Vetted, and the connection is the sole

18      proprietorship?

19                  MS. MILLER:    Yes, Your Honor.

20                  THE COURT:    Okay.

21                  MS. MILLER:    We, in fact, laid out numerous pieces

22      of evidence that the defendant so admitted that starting at

23      Page 3 of our opposition.

24                  THE COURT:    Okay.     All right.        I mean, the reason

25      I wanted to go this route is because it didn't really seem
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 35 of 85
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1       like a Fifth Amendment issue.       I'm not being called upon,

2       when the subpoena is served, to resolve any disputes about

3       whether Mr. Merritts had to respond to the subpoena.                 I

4       mean, you know, based on the case law, Mr. Merritts could

5       have resisted responding on behalf of Vetted and made this

6       argument that it's a sole proprietorship.            But instead

7       documents were produced and now the documents have been

8       turned over.

9                   And so if the question is just:          What is the

10      evidentiary foundation that the government needs to lay to

11      admit these documents and to sufficiently tie them to

12      Mr. Merritts, you know, it sounds like the government plans

13      to do that.    And if the government doesn't do that, as with

14      any evidence, you're free to object during trial if you

15      think the proper evidentiary foundation hasn't been laid.

16      So I'm going to deny ECF-21.

17                  You know, again, it was framed as a Fifth

18      Amendment issue.      I didn't see anything in the moving papers

19      that demonstrated that, you know, a defendant's, kind of,

20      failure or decision not to assert a Fifth Amendment

21      privilege and resist production of documents, that then on

22      the back end I would limit the government's attribution of

23      the records to the defendant as a remedy for that.

24                  So I was prepared to deny it, but it sounds like

25      we really don't even have a dispute about whether or not
     Case 1:25-cr-00076-JMC    Document 40    Filed 12/10/25   Page 36 of 85
                                                                               36

1       these documents could come in if the appropriate foundation

2       is laid and whether they could be attributed to Mr. Merritts

3       if the appropriate foundation is laid.

4                   So again, I'm going to deny that motion with the

5       caveat that obviously you are free to object at trial if the

6       government doesn't lay a foundation for the admissibility of

7       those documents and does not tie them to Mr. Merritts before

8       attributing them to him.

9                   Okay.     All right.     For ECF-22, that's the

10      defendant's motion regarding expert testimony, I'm going to

11      deny that as moot.      The government has confirmed that it

12      will not be seeking to introduce expert testimony at trial.

13      I'll address some separately the issue of the summary

14      exhibits and whether those exhibits are appropriately

15      admitted.

16                  Again, for Mr. Merritts, if at trial the

17      government asks questions of a witness that seeks to elicit

18      testimony based on the witness's training and experience

19      that seems to veer into expert testimony, again, you're free

20      to object.    But I accept the government's representation

21      that it didn't disclose any expert testimony because it

22      doesn't have any expert testimony that it plans to introduce

23      at trial.

24                  So that, ECF-22 is denied as moot.

25                  Okay, now we're at ECF-23, which is the
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25    Page 37 of 85
                                                                               37

1       government's motion to admit evidence.           I understand the

2       motion to encompass three types of records.              One is what

3       I'll categorize as kind of routine business records; two are

4       government records; and then three, there is the issue of

5       summary exhibits.

6                   I did not understand the defendant to be objecting

7       to the admissibility and authentication of the routine

8       business records; is that correct?          There was no objection

9       there?

10                  MR. DiRUZZO:    That's correct.

11                  THE COURT:    Okay.

12                  MR. DiRUZZO:    At least as for his business records

13      portion.

14                  THE COURT:    Okay.     So I'm going to grant that

15      portion of the government's motion to admit business records

16      and documents under Rule 902.11 and .13.              Again, the

17      government is required to lay any sufficient foundation for

18      records to establish their relevance and admissibility at

19      trial.   So the defendant can object on those grounds at

20      trial, but I will grant the government's motion.

21                  With respect to the motion to introduce the

22      self-authenticating signed and sealed government records

23      under 902.1, I would grant that motion, except I want the

24      government's position with respect to the documents that

25      certify the absence of records, because the defense is
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25     Page 38 of 85
                                                                                   38

1       objecting to that coming in.

2                   MR. DiRUZZO:    That's correct.

3                   THE COURT:    So there's been an objection.             Will

4       you have the person who conducted the search prepared to

5       testify at trial?

6                   MS. MILLER:    Yes, Your Honor.

7                   THE COURT:    Okay.     All right.        So I'll grant in

8       part and deny in part the government's motion to introduce

9       those self-authenticating signed records.              And those records

10      will come in as self-authenticating, except with respect to

11      the documents that certify the absence Of records.

12                  There has been an objection to the two IRS

13      Forms 3050, 3050 certifications under Rule 803.10.                So the

14      government must and will produce a witness to testify about

15      the lack of those records; and that person will be available

16      for Mr. Merritts to cross-examine.

17                  Let me ask, just to confirm with Mr. Merritts, are

18      there any other government records, apart from those two IRS

19      certifications, that the government intends to introduce at

20      trial that you object to under --

21                  MR. DiRUZZO:    Confrontation clause.

22                  THE COURT:    -- confrontation clause?

23                  There was some reference to some SBA records but I

24      wasn't exactly clear.

25                  MR. DiRUZZO:    Yes, Your Honor.
     Case 1:25-cr-00076-JMC    Document 40    Filed 12/10/25     Page 39 of 85
                                                                                   39

1                   I think I can make it easy for you.              Any type of

2       government certification of lack of --

3                   THE COURT:     Yes.

4                   MR. DiRUZZO:     -- lack of absence, that would fall

5       under this general claim.

6                   THE COURT:     Okay.     But are there other records

7       that the government intends to introduce?

8                   MS. MILLER:     Lack of records?

9                   THE COURT:     Lack of, yeah.

10                  MS. MILLER:     No, Your Honor.

11                  THE COURT:     Okay.     All right.        So it sounds like

12      the only lack of records would be from the IRS.                 Just to be

13      clear, the defense has objected, so if there is some other

14      entity from which the government wants to elicit that there

15      were no records found, they would have to produce a witness

16      to testify about their efforts so that that person could be

17      available for cross-examination.

18                  Okay.     Finally, I will grant, over the defense

19      objection, the government's motion to permit the summary

20      exhibits under Rule 1006.         I do find it appropriate to allow

21      the government to introduce charts and graphs summarizing

22      the voluminous financial information at issue in this case.

23                  The Circuit has repeatedly permitted similar

24      accounting summaries that utilize basic calculations of

25      financial invoices and other data to create charts, graphs
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25   Page 40 of 85
                                                                                 40

1       or timelines.

2                   Mr. Merritts will have the opportunity to

3       cross-examination the FBI agents who prepared these summary

4       exhibits to contest any categories, labels or underlying

5       data that the defendant disputes the accuracy of.              And the

6       government has also noted that it will instruct its

7       witnesses not to provide any improper opinion or influential

8       testimony in relation to those exhibits.

9                   I also will, as I understand case law, be prepared

10      to give a limiting instruction, if the parties want,

11      advising what the purpose of the summary exhibits are.

12                  Oh, did you?

13                  Yes.

14                  MS. MILLER:    Sorry, Your Honor.

15                  I believe that, if I'm correct, with respect to

16      1006 there is a limiting instruction.

17                  THE COURT:    Yes.

18                  MS. MILLER:    I think that applies when you do

19      summary exhibits before the jury.

20                  THE COURT:    Okay.

21                  MS. MILLER:    Like the ones that are not admitted

22      into evidence.

23                  THE COURT:    I see, to let them know that it's an

24      aid but not required.

25                  MS. MILLER:    Yes.     I don't --
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                                                                               41

1                   THE COURT:     Okay.

2                   MS. MILLER:     I don't think the limiting

3       instruction rule applies to Rule 1000 --

4                   THE COURT:     To summarizing the voluminous records?

5                   MS. MILLER:     [Nodded]

6                   THE COURT:     Okay.

7                   I was just going to suggest that, if there is any

8       explanation I need to give to the jury about what they're

9       seeing, I'd be prepared to do that.          But the parties can let

10      me know if they think that's appropriate, but I will permit

11      the government to introduce the summary exhibits.

12                  Okay.     Now moving on to the government's Motion to

13      Exclude Evidence, which I believe is ECF-24.             First, I'll

14      deny as moot the government's Motion to Exclude Evidence or

15      arguments seeking jury nullification because the defense has

16      represented that he will not make such arguments or

17      introduce such evidence.

18                  Again, I know we have to get into the weeds of

19      some of the specific issues, which we will do shortly, but,

20      you know, I trust that the defense knows that jury

21      nullification would be improper to ask the jury to do in any

22      way.   And if the defense makes any arguments or asks any

23      questions and attempts to do that, the government can object

24      and I will instruct the jury accordingly.             So I'll deny that

25      as moot.
     Case 1:25-cr-00076-JMC     Document 40   Filed 12/10/25   Page 42 of 85
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1                   Second, I will deny in part the government's

2       Motion to Exclude Character Evidence and Prior Good Acts.               I

3       say "in part" because, to the extent that it covers any

4       general statements of good character, which can't be

5       offered, I don't understand the defense to understand they

6       could do that.        But just to be clear, that's not

7       permissible.

8                   But the federal rules clearly allow a defendant to

9       offer character evidence under 404 and 405 of a pertinent

10      trait that's relevant to an element of the offense.                So, for

11      example, in this case, it's a fraud case, so evidence that

12      demonstrates a character for qualities like truthfulness

13      could be pertinent in a case about fraud.

14                  So I won't preclude the defense from introducing

15      appropriate character evidence, if that's what he chooses to

16      do.   Again, if there's an issue with respect to the extent

17      of that testimony, I can deal with those objections during

18      trial.

19                  Okay.     Third, with respect to the government's

20      Motion to Exclude Statements about Punishment or Collateral

21      Consequences of Conviction, I'm going to deny that as moot

22      because the defendant has represented that he will not

23      introduce evidence about punishment or consequences or make

24      any such arguments.

25                  You know, I do think, you know, in closing, can a
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1       defendant say, you know, please consider all of the evidence

2       carefully because this is a very serious matter and is

3       important to Mr. Merritts?       Sure.

4                   Can he say, you know, "if you convict,

5       Mr. Merritts is looking at X time"?          No.      Can they talk

6       about collateral consequences?         No.

7                   So again, I think this is one of those things

8       where I trust the defense understands what's appropriate and

9       what's not.    And if the defense starts down a line of making

10      an argument or asking a question that seems to be attempting

11      to elicit statements about punishment or collateral

12      consequences, government can object and I will deal with it

13      and instruct the jury accordingly if I need to instruct them

14      as to what's permissible and not.

15                  But I accept that Mr. Merritts has experienced

16      counsel that knows that he can't make arguments about

17      punishment or collateral consequences.

18                  Okay.     So then -- okay.     So now we're at the issue

19      of the investigation of former Congresswoman Corey Bush.

20      Let me hear from the government on this.              Am I right that my

21      understanding, from the limited information I have, is there

22      was an investigation into Ms. Bush and Mr. Merritts and that

23      these -- this alleged fraud was discovered in connection

24      with that investigation?

25                  MR. KELLY:     That's correct, Your Honor.
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25     Page 44 of 85
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1                   THE COURT:    Okay.

2                   MR. KELLY:    So, yes.     There was the campaign --

3       the misuse of campaigns funds investigation.

4                   THE COURT:    Okay.

5                   MR. KELLY:    Primarily focused on Ms. Bush that

6       also, of course, included Mr. Merritts.               Since the

7       allegations included that she had misused campaign funds to

8       pay him for security services.

9                   THE COURT:    Okay.

10                  MR. KELLY:    During the course of that

11      investigation, the agents were investigating whether or not

12      Mr. Merritts actually had any sort of security-related

13      company or firm.      And as part of that investigation, they

14      queried whether he had ever applied for any COVID

15      relief-related loans for any business.

16                  Nothing came back for a security business, but the

17      loans at issue in this case did come back as to his

18      purported moving business.        And the agents realized, from

19      having reviewed his financial records, that the

20      representations in the loan applications were not consistent

21      with what they had seen in his financial records.

22                  And at that time point in time, the decision was

23      made to open -- you can call it a separate -- I mean it's

24      not a separate investigation -- it is a separate

25      investigation because they're investigating completely
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1       separate crimes --

2                   THE COURT:    Different issues.

3                   MR. KELLY:    -- different people, different

4       timeframes, different conduct, different criminal statutes.

5       But, yes, it was somewhat happenstance that the evidence

6       that led to the charges of this case was uncovered during

7       the other investigation.

8                   THE COURT:    Okay.     And then let me be clear, so

9       you're moving to exclude that.         So you have no intention, if

10      I were to grant the motion and I'll hear from the defense,

11      you're not going to explain to the jury kind of how

12      Mr. Merritts ended up in this seat by laying out any of this

13      information?

14                  MR. KELLY:    No, Your Honor.

15                  I mean I think that it could be appropriate for

16      testimony to be elicited in general terms that there was,

17      you know, an ongoing investigation and during that

18      investigation, you know, they uncovered this evidence that I

19      just very rudimentary -- you know, rudimentarily -- I don't

20      know if that's a word, Your Honor -- laid out.

21                  But just as if, if the evidence in this case had

22      been uncovered while Mr. Merritts or Ms. Bush were being

23      investigated for murder, I guarantee, Your Honor, the

24      defense would be taking the complete opposite position here

25      that the government should in no way be allowed to get into,
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                                                                                46

1       whatsoever, the details or the outcome or anything having to

2       do with that murder investigation.            And we think it's

3       equally true here.

4                   THE COURT:      Sure.     So I'm just trying to

5       understand before I ask the defense for more information on

6       this.   You know, if I were to grant this motion, you would

7       or you would not, in general terms, have an investigating

8       agent testify about how Mr. Merritts came -- I mean, you

9       would just start with this investigation, not kind of the

10      investigative steps that led to it; is that right?

11                  MR. KELLY:      Court's indulgence.         I just want to --

12                  THE COURT:      Sure.     Yeah.

13            (Discussion off the record between government counsel.)

14                  MR. KELLY:      Your Honor, it's just -- I think we

15      could do something very general, such as, during an

16      unrelated investigation in which Mr. Merritts was not a

17      target, you know --

18                  THE COURT:      Okay.

19                  MR. KELLY:      -- you uncovered X, Y, Z.

20                  THE COURT:      Yeah, I'm not even trying to -- I'm

21      not even there yet.        I just want to know kind of what your

22      intention was.        You know, if I were to say I'm granting this

23      motion in full, is it your preference not even to do it in

24      general terms?        I'm not asking for like a concession between

25      your position and the defense.
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1                   I just want to know, you know, from your

2       perspective, like if you got your way and you could try this

3       case exactly how you want, you wouldn't even mention it in

4       general terms or you would?

5                   MR. KELLY:    I don't think that we would need to,

6       Your Honor.

7                   THE COURT:    Okay.

8                   MR. KELLY:    I mean, if an investigation was

9       launched because, you know, there was a whistleblower

10      complaint for example, we wouldn't necessarily elicit

11      testimony from the agent that there was an anonymous

12      complaint and that caused you to look into this.

13                  We would just say, you know, "did you open that

14      investigation into whether or not Mr. Merritts had submitted

15      fraudulent COVID loan applications?"          And they would say

16      "Yes."   And then we could say, you know, "What did you do as

17      part of that investigation?"

18                  So I think we would steer as far clear from any

19      reference to a separate investigation as possible, you know,

20      short of somehow causing juror confusion but --

21                  THE COURT:    Okay.

22                  MR. KELLY:    -- that would be our preference.

23                  THE COURT:    All right.    I'll hear from the

24      defense.

25                  First, do you intend to get into this prior
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1       investigation if you had your way?

2                   MR. DiRUZZO:    Yes, Your Honor.

3                   THE COURT:    Okay.     And the relevance is?

4                   MR. DiRUZZO:    Well, Your Honor, I'll put it to you

5       this way.    I think you've probably seen in the course of

6       your career some people make the argument of law enforcement

7       spend a tremendous amount of time, effort and money in an

8       investigation that was, you know, dead on arrival.

9                   And in order to save face, you know, save their

10      career prospects, you know, that they had to find something

11      and, lo and behold, what do they find?           They found X.        And

12      I've personally, you know, made those arguments, you know,

13      myself in different cases.

14                  And of course the witness is going to be allowed

15      to say, if it's true that, no, that's not the case.               But

16      then the argument is going to be to the jury that, of

17      course, law enforcement -- just like everyone has a vested

18      interest to make sure that what they do is not a waste of

19      time that, if a law enforcement, for example, you know, if I

20      pose the question:     Well, it's your job to investigate cases

21      and make arrests?     Invariably the answer is going to be to

22      investigate cases but not necessarily make arrests.

23                  And the follow-up is often, Well, if you didn't

24      make any arrests, it wouldn't look like you were doing a

25      very good job as an investigator.          Right?     That's going to
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 49 of 85
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1       play out and I think that that's fair game because I don't

2       know how much time, effort and money went into the initial

3       investigation of my client and Ms. Bush.

4                   It seems they both were being investigated for

5       possible conspiracy, either to commit some type of campaign

6       finance violation.     But the fact that there was no their

7       there and then, lo and behold, what do we have, a mere PPP

8       fraud case for a mere $20,000.        I think that's fair game, at

9       a minimum, to be argued to the jury that, like, this is not

10      something that you would typically see and that goes to the

11      witness's sloppiness.

12                  THE COURT:    Well, let me stop you there.         So I was

13      with you until you said this is not something you typically

14      see because, what do you mean?        What is not something you

15      typically see?

16                  MR. DiRUZZO:    That you've got a rather substantial

17      federal investigation into campaign finance and then you get

18      a fraud case for a mere 20,000, 22,000.

19                  THE COURT:    Where is that?      I don't know if that's

20      true or not.    So how is the jury -- what evidence do you

21      expect to come out that's going to substantiate that?

22                  MR. DiRUZZO:    I can ask the law enforcement, you

23      know, how many cases has he been involved with that results

24      in a -- criminal charges for only $22,000.

25                  THE COURT:    But I guess, okay, so I denied the
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1       selective prosecution claim.

2                   MR. DiRUZZO:     Uh-huh.

3                   THE COURT:     And so the only question for the jury

4       is whether the government has proved these allegations

5       beyond a reasonable doubt or not.          And so it's not a matter

6       of -- I mean, I think there's a line -- you know, it can't

7       be the government has proven the allegations beyond a

8       reasonable doubt.      There's evidence but this is unusual and

9       it's for a low amount so, jury, you should acquit.              Right?

10      That's not permissible.

11                  MR. DiRUZZO:     Well --

12                  THE COURT:     What could be permissible is, you

13      know, there is nothing here.         The evidence is not

14      sufficient.    And this is to save face because the

15      investigators were embarrassed but that doesn't require the,

16      you know --

17                  MR. DiRUZZO:     The discussion of $22,000?         That's

18      fine, Judge.

19                  THE COURT:     Yeah, I'm concerned about that

20      because, first of all, you know, I don't know -- it sounds

21      like you don't know -- you know, this is not discovery.

22      This is actually the trial, so I don't know that that's a

23      true statement.       And it sounds like you don't have any

24      information to suggest that it is the case that this is

25      unusual or not.
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1                   MR. DiRUZZO:    I would agree with that.

2                   THE COURT:    Okay.

3                   MR. DiRUZZO:    I'd be willing to, to make it easy

4       for you, Judge, not talk about the dollar amount but be able

5       to say that the witness -- you know, the law enforcement,

6       you know, put a lot of time, resource and effort and

7       manpower into an investigation that went nowhere, and then

8       it morphed into a totally unrelated investigation of my

9       client.   I think that that's fair game.

10                  THE COURT:    Okay.     Let me hear from the

11      government.    I'll hear from the government.

12                  And let me just explain, kind of, what I think is

13      the issue, here.      On one hand, I don't want this prior

14      investigation to turn into a sideshow, a mini trial.                  I'm

15      not even sure, for the point you want to make, that it

16      matters what the initial investigation was about.              You know,

17      I don't know that you need to say any details to ask those

18      questions.

19                  But I do think I have to let the defense question

20      witnesses about potential bias.         So, you know, if the

21      witness -- again, I'm not suggesting this is the case.                 But

22      imagine a case where a witness made an arrest without

23      evidence because -- for some reason or another than the

24      evidence, they are worried about, you know, blow-back from

25      supervisors, whatever it is.
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25     Page 52 of 85
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1                   So let me hear about specifically that because I

2       can't shut the defense down in a theory where they want to

3       confront specific witnesses about bias.              I am very concerned

4       about mentioning this dollar amount, which I've said that I

5       would not permit that.

6                   I'm not going to permit selective prosecution

7       arguments.    I've denied that motion.        It's not -- you know,

8       if I thought there was selective prosecution, it would be

9       dismissing the case.      That would never go to the jury.

10                  So let me hear from the government about what you

11      think appropriate bias cross is, understanding that I have

12      to let a defendant do that, and what your response is to the

13      defense's argument.

14                  MR. KELLY:    Yes, Your Honor.

15                  A few points.    One, this is all pure conjecture.

16      There is actually no good-faith basis whatsoever in any of

17      the discovery that the agents or anybody involved in this

18      case was somehow frustrated that the investigation into

19      Ms. Bush didn't lead to charges, so they pivoted to target

20      Mr. Merritts.

21                  And it's our position there has to be a good faith

22      basis on which to attack someone's credibility through bias

23      cross-examination.     I just want to be very clear,

24      Your Honor.    The campaign funds investigation, the only

25      target in that case was Ms. Bush.         Mr. Merritts was not a
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 53 of 85
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1       target of that investigation.       The only reason that he had

2       any involvement in terms of the investigation was because he

3       was one of the people --

4                   THE COURT:    So I guess your point is that, if

5       Ms. Bush was the defendant here, that might be a more

6       appropriate argument but --

7                   MR. KELLY:    Yes, Your Honor.      The actual

8       investigation as to Ms. Bush was whether she had provided

9       false statements to the FEC.        Mr. Merritts, by definition,

10      could have never been guilty of making false statements to

11      the FEC.    He was never a target, so this is not a situation

12      where the agents were going after Mr. Merritts and couldn't

13      get him on one thing, and so they decided to get him on

14      something else.

15                  THE COURT:    Okay.

16                  MR. KELLY:    And Your Honor, I mean, that seems

17      like back door to a selective or even a vindictive

18      prosecution claim by the defense.

19                  And as to the sideshow, Your Honor, we're not

20      really sure how that could be avoided.          I mean, the defense

21      counsel is speaking about Ms. Bush being exonerated.                 And

22      I'll just note that the government's position has never been

23      that Ms. Bush was exonerated.       We'll concede charges haven't

24      been brought.

25                  But would the government be entitled to present
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1       evidence in detail about the allegations as to Ms. Bush and

2       the defendant, for example, that Ms. Bush paid her

3       boyfriend, now husband, over $100,000 for security services

4       that were alleged to have never been provided or that the

5       FEC issued a complaint against her?

6                   Should we be allowed to get into the agents about

7       all of the evidence of wrongdoing that they did uncover as

8       part of that investigation?         Should we be allowed to ask

9       them why criminal charges haven't been brought in that case?

10                  Your Honor, if that door is opened, this case is

11      no longer going to be about whether or not two loan

12      applications that Mr. Merritts submitted were fraudulent,

13      which is what this case is about.          And our fear throughout

14      all of the briefing has been that the defendant isn't

15      interested in having that conversation.               The defense is

16      interested in having a conversation about the investigation

17      into Ms. Bush.

18                  And I will also note, Your Honor, that -- I mean

19      to the extent that it matters, the applications at issue

20      here are from well before actually the time period of the

21      investigation into Ms. Bush in terms of the relevant offense

22      conduct.

23                  So we just -- this seems like a back door for a

24      selective prosecution argument.         We don't know how we

25      couldn't open the door wide open for a complete sideshow
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1       here and Mr. Merritts was not the target of that

2       investigation, Your Honor.

3                   THE COURT:     Okay.     Well, let me ask the defense

4       your response to that because, if you were to make a

5       suggestion or ask a witness, you know, you're investigating

6       Ms. Bush and you couldn't find anything so you pivoted and

7       the government has evidence that they in fact did find

8       things, I mean, why wouldn't they be able to put forth

9       everything they found, which I don't think you would want

10      and I don't want that sideshow either.

11                  So how does that -- I mean, you agree that I can't

12      let you ask questions about the investigation and what it

13      turned up and what it didn't without letting the government

14      respond?

15                  MR. DiRUZZO:     Your Honor, I think there's a happy

16      medium here.    Right?     I think I should be allowed to get

17      into the amount of -- I'll give a nice example.               Imagine

18      this were Enron all over again, an accounting fraud case.

19      Right?

20                  And then you have all of the government law

21      enforcement auditors spending hundreds of thousands of

22      dollars, hundred of thousands of man hours and then, for

23      whatever reason, they don't make the case but a small

24      additional case is found on the side, you know, a 1001

25      violation.    Right?
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 56 of 85
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1                   I think that it's appropriate to say that the

2       investigators who have a personal interest in their own

3       career to say that they weren't wasting hundreds of

4       thousands of dollars on a lark and a detour on an

5       investigation that turned up nothing.          Right?

6                   THE COURT:    Well, right, but let me stop you right

7       there.   That's the issue.     You're assuming that it turned up

8       nothing.    And the government is saying, if you want to go

9       down this road, what they're going to -- they want to show

10      that they did turn up something.        There was a complaint, an

11      agency complaint filed.      There was evidence of payments for

12      services not rendered.

13                  MR. DiRUZZO:    I think I would agree to limit it

14      to -- we could say that just charges were never brought.

15                  THE COURT:    And then do they get to ask:         Can you

16      explain why charges have not been brought?

17                  MR. DiRUZZO:    I would say at that point, if the

18      government wants to go there, I would, to be actually

19      honest, I think they would be able to do it.

20                  THE COURT:    Right.    I mean, do you want -- you

21      don't know what the answer to that question is going to be.

22      Do you want that answer?      I mean, this is what I'm a little

23      bit concerned about.

24                  Let me just be clear.      I don't want to cut you off

25      in any way from questioning witnesses about bias.             And so
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 57 of 85
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1       I'm not trying to do that, and I want to find a way for you

2       to ask questions that get at witness's bias, their motives

3       to curry favor with the government, what could have tainted

4       the investigation --

5                   MR. DiRUZZO:    Uh-huh.

6                   THE COURT:    -- that the jury could then use to

7       either doubt the credibility of the investigation or to, you

8       know, make other conclusions that the government hasn't

9       carried its burden.      But I don't want this to be, you know,

10      opening the door based on speculation.

11                  So you know, I don't know how much was spent on

12      the investigation or how much time.         I mean, how long was

13      the investigation into Ms. Bush?

14                  MR. DiRUZZO:    Unfortunately, Judge, I can't say

15      that because I'm rather new to the case.

16                  THE DEFENDANT:    Your Honor.

17                  THE COURT:    Do you want to consult with your

18      client?

19            (Discussion off the record between Mr. Merritts and

20      Mr. DiRuzzo.)

21                  MR. DiRUZZO:    It's my understanding that the

22      investigation into Ms. Bush was approximately a year through

23      an IG investigation and in addition to the DOJ

24      investigation.

25                  To answer your question, Judge, how about this:
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1       Trying to be intellectually honest, I think if I go there,

2       I've got to pick my poison.           And it's kind of you're in for

3       a penny, you're in for a pound and then the door is opened.

4       Just because the door is opened, then the government needs

5       to make their own tactical decisions of whether they want to

6       walk through.

7                   THE COURT:      Well, no, I also have to be concerned

8       with turning this into a mini trial about an unrelated

9       investigation.        So I need to know kind of what could come

10      out and what specifically you want to ask.

11                  I mean, if you want to confront a witness with --

12      I'm not saying I'm going to let you do that.               I'm just kind

13      of thinking out loud.

14                  MR. DiRUZZO:      Sure.

15                  THE COURT:      So you want a -- the FBI investigator

16      is going to testify.        You want to ask the FBI investigator,

17      you know, Mr. Merritts, you found out about this alleged

18      loan fraud because you were actually investigating his wife

19      for something unrelated.

20                  MR. DiRUZZO:      Ms. Bush.      You spent a year of your

21      life and thousands of hours or hundreds of hours working on

22      the case and that case did not amount to an indictment.

23      Correct?    Yes.

24                  THE COURT:      And then the government gets to

25      explain why it didn't amount to an indictment?
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1                   MR. DiRUZZO:    Well, I think then, again, to be

2       fair, you know, the government is going to have to make the

3       tactical decision whether they want to walk through that

4       door themselves.      Although I personally think that there

5       is -- I'm not entirely sure that the case agent would be

6       able to make that representation as to the thought

7       processes.

8                   THE COURT:    Right.    They're going to -- that's the

9       problem.    Then are they going to have to call some other

10      witness to testify about that?        I mean, that's what I don't

11      want to happen.

12                  MR. DiRUZZO:    I understand, Judge.        I understand.

13                  But looking back at it or looking at it from the

14      10,000 foot, you know, I think it's fair game and I should

15      be able to go into the biases, prejudices and motivations of

16      law enforcement.      And at some level, it's law enforcement's

17      job to make a case.

18                  And so to save, you know, that time and effort of

19      a year, you know, and then voila, you've got a $20,000 PPP

20      case, I think that's fair game understanding I will not be

21      able to get into a dollar amount.

22                  THE COURT:    All right.    Let me here from the

23      government and then I'm just going to -- now that I have

24      some specifics, I'll think about this.          I might just issue a

25      short Minute Order in the next day or so.            But let me hear
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1       from the government.

2                   Is there anything that you think would be

3       appropriate for them to get into that relates to this bias

4       issue?   I'm just trying to draw a line.              I share your

5       concern.    I don't want to cut the defense off from

6       questioning witnesses about bias.           I don't think I can do

7       that.

8                   I also do not want this case to turn into a case

9       about this former Congressperson's investigation.                I

10      actually think it could potentially be damaging to --

11      probably more damaging to Mr. Merritts than the government

12      if that door is open, quite frankly.

13                  So let me hear from -- is there any piece of what

14      the defense is saying that you agree is appropriately

15      inquired into on cross and then I'll take this under

16      advisement?

17                  MR. KELLY:    Your Honor, I am happy to answer that

18      question if I could just make one other brief point.

19                  THE COURT:    Sure.     Yeah.

20                  MR. KELLY:    So you know, it occurs there are a lot

21      of -- this goes back to my good faith basis point from

22      before, Your Honor, to exploring bias.           And it occurs that

23      there are a lot of assumptions being made here.

24                  The example that was just given by defense counsel

25      is they would like to ask the agent, you know, would it --
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1       you know, you pursued this case because you wanted a

2       promotion or you could get in trouble with your job if you

3       didn't, et cetera.

4                   They would have to lay the foundation for the

5       potential bias first by asking the more neutral question:

6       Is your job tied to how many cases you closed?            Or, you

7       know, if you were to, you know, investigate a case and then

8       it didn't lead to charges, you know, what repercussions

9       could that have for you?

10                  They would have to lay some sort of foundation

11      that what they were hoping to explore as to the other

12      investigation would actually have some potential bias impact

13      for the witness.

14                  And Your Honor, I think, you know, at most -- and

15      this goes back to sort of what we were talking about before

16      in terms of how much would the government want to get into

17      the other investigation in terms of laying, you know,

18      providing contacts for this investigation.           And frankly,

19      again, we don't think we need to get into it at all in order

20      to make out the charges here.

21                  But after laying a proper foundation for potential

22      bias through the more sort of neutral questions that would

23      normally be required, if the defense wants to try to elicit

24      testimony from the agents about, you know, efforts that were

25      put into another investigation during which they uncovered
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1       the evidence that ultimately led to these charges, it would

2       still add literally nothing but would certainly invite jury

3       nullification, confuse the issues, greatly expand the scope

4       of this trial, for them to get into whatsoever any of the

5       details of that investigation, the nature of that

6       investigation, the fact that Ms. Bush was the target of that

7       investigation, which, again, seems to be what the defense

8       has been trying to do all along during -- through all of the

9       briefing in this case.

10                  So if Your Honor is inclined or if, during

11      testimony, a foundation is laid for a potential bias based

12      on the fact that resources had been expended in an unrelated

13      investigation, there is no justification at all to get into,

14      as I just said, any of the details of that investigation.

15                  Court's indulgence, Your Honor.

16                  THE COURT:      Sure.

17                  MR. KELLY:      Oh, and one other point, just -- and I

18      don't think this is a technical point.             I think it's an

19      important one.        The investigating agents don't make the

20      charging decisions here.        The U.S. Attorney's Office does.

21                  THE COURT:      Yeah.     Yeah.

22                  MR. KELLY:      So to the extent -- it's just they're

23      not -- they're not even the decision-maker here, which is

24      another reason that sort of -- if they want to attack the

25      thoroughness of this investigation as to Mr. Bush and what
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1       was done in terms of interviewing people who he may have

2       provided moving services to or people that he were employed

3       by or look into his financial records, that's certainly fair

4       game.   But there's really no reason to get into what was

5       done.   In our opinion, substantively is an unrelated

6       investigation.

7                   THE COURT:    Okay.     Thank you.

8                   Can I hear from defense counsel?          One is, I forgot

9       to ask you your response to the government's argument about

10      the mismatch, meaning, you know, maybe this would be a

11      closer question if Ms. Bush were the defendant.              But because

12      Mr. Merritts was not the target of the investigation, this

13      idea that, you know, you had to find something, doesn't that

14      suggest that they would have -- if they were going to kind

15      of pin something on someone, wouldn't they pin it on the

16      target of their investigation?

17                  MR. DiRUZZO:    Well, I think we all know that, just

18      because one individual is the target, that doesn't mean that

19      individuals close to that person might not be in the

20      proverbial blast radius.

21                  THE COURT:    Well, no I'm just saying that your --

22      again, this has to be tied to the government's lack of

23      evidence or inability to prove beyond a reasonable doubt.

24      So what's going on in the background is that, you know, he

25      doesn't have to prove his innocence.
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1                   But like the argument is Mr. Merritts didn't do

2       these things.    The government can't prove these things.             The

3       evidence is lacking and he's only -- you want to say he's

4       only here because they couldn't make this other

5       investigation.

6                   The government's response was, you know, that

7       theory might work for the target of the investigation,

8       meaning we couldn't find anything so we just kind of pinned

9       something that wasn't sound on Ms. Bush.             You know, he

10      wasn't the target.

11                  So there's a mismatch between -- you know, if you

12      can just respond to that if you understand what I'm trying

13      to say.

14                  MR. DiRUZZO:    I understand.      There is not a

15      mismatch.    And I think for the simple reason that all of the

16      money, Judge, you heard it all of the time from the

17      government.    Where did the money come from?           Ms. Bush, her

18      and her campaign.     Where did it go to?       Mr. Merritts.

19                  THE COURT:    Okay.

20                  And then what is your response to the government's

21      noting that, well, you're going to ask these investigators

22      these questions and they don't make charging decisions.               So

23      you have the wrong person in the chair to confront about,

24      you know, why there wasn't an indictment against Ms. Bush.

25                  MR. DiRUZZO:    There is no indictment is a fact.
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1       And the witness can say that, can testify to that.              And

2       then, to the extent that the government wants to

3       rehabilitate on redirect to say something that you don't

4       make the charging decisions, those are above your proverbial

5       pay grade, that's fair.

6                   THE COURT:    Okay.     And so, again, I'm going to

7       take this under advisement.         But it would be helpful if --

8       do you have, you know, any authority that you can submit in

9       short order of this kind of bias cross being permissible?

10      That would be helpful if you could submit or supplement your

11      briefs with authority.

12                  MR. DiRUZZO:    And what is the Court looking for in

13      short order, Your Honor?      And the reason I am hesitating is

14      we're on a Friday afternoon and I've got a Third Circuit

15      oral argument --

16                  THE COURT:    No problem.      So trial is January 12th.

17      And so I'm not even saying it needs to be a brief.              I

18      just -- if you have authority.         You don't have to.       I'm just

19      saying I'm inviting, I'm giving you the opportunity to

20      submit some authority in support of your position now that

21      you've articulated very clearly what you intend to do.

22                  MR. DiRUZZO:    It's my question, 24 hours?           Half a

23      week?   One week?

24                  THE COURT:    You tell me when you can do it.

25                  MR. DiRUZZO:    My co-counsel is in the middle of a
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1       two-week trial.

2                   THE COURT:    Okay.     You don't have to.       I'm just

3       inviting you to supplement the record before I rule.

4                   MR. DiRUZZO:    Give me a week, Judge.         I think --

5       I'll be able to find someone in my firm to do the research

6       and come up --

7                   THE COURT:    Okay.     I think by the 12th, that's

8       still a month before trial.         So that if by the 12th -- and

9       again, if you don't intend to, just let me know so I'm not

10      waiting.

11                  MR. DiRUZZO:    Yes.

12                  THE COURT:    But if you -- you know, now that

13      you've identified specifically what you intend to do, and

14      the government, you're free to as well but I'm more

15      interest -- you've made your point.          I'm more interested if

16      the defense has authority in which this specific type of

17      questioning has been admitted.         But I will give you the same

18      opportunity.    If you have additional authority that you want

19      to add, you don't have to.

20                  MR. KELLY:    Thank you, Your Honor.         We would just

21      ask that if the defense does submit something, we just be

22      given a short period of time --

23                  THE COURT:    Sure.

24                  MR. KELLY:    -- even a couple of days to just make

25      a response.
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1                   THE COURT:     Respond, sure.      Okay.      Thank you.

2                   All right.     I will take that issue under

3       advisement.

4                   Okay.     So the next piece of this is somewhat

5       related and it probably will be in the same bucket.                 It has

6       to do with the government's Motion to Exclude Evidence and

7       Arguments about Political Motivation.           You know, I can

8       clearly grant the government's Motion to Exclude any

9       discussion of a purported legal defense of selective

10      prosecution.

11                  Selective prosecution, as I indicated, I denied

12      that motion.    But I agree with the government's position

13      that that is not an issue for the jury.               That doesn't have

14      to do with guilt or not guilt.         And so it would be

15      inappropriate to make a selective prosecution argument in

16      any way, shape or form during the trial.

17                  So I won't permit anything of that nature.                  I

18      trust that the defense understands that.              Again, if there is

19      something that is on the line, the government is free to

20      object but, you know, I think specifically I have made clear

21      that this kind of idea that this is a unique amount or a

22      small amount, I'm worried about that and the jurors

23      thinking, oh, this is not serious and so they think that

24      that means that they don't have to look at the evidence and

25      apply it to the elements.       Right?
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1                   He's charged.     He will get -- he should get a

2       robust defense to the elements and an opportunity to attack

3       the government's evidence however he sees fit to do so

4       within the confines of the law.         But the amount of -- for,

5       you know, that this is a small amount relatively.              First of

6       all, I don't even know how that would be elicited in

7       evidence that the jury could consider but I don't think

8       that's relevant to anything.

9                   So I just want to be clear that suggestions that

10      this is a unique case because of the amount, that this is

11      smaller than what the government tends to prosecute, that

12      this is not a lot of money, I don't think is relevant to any

13      of the elements.      So I'm not permitting anything of that

14      nature.

15                  Okay.     So let me ask the defense, in terms of any

16      type of political motivation-type evidence, what, if

17      anything, are you intending to elicit in line with my

18      rulings that I've made so far?         Is there anything I need to

19      rule on here?    Do we understand --

20                  MR. DiRUZZO:     I think you made yourself loud and

21      clear, Judge.    I know where you're going.

22                  THE COURT:     Okay.

23                  MR. DiRUZZO:     And we get it.

24                  THE COURT:     Okay.

25                  MR. DiRUZZO:     Although I just I -- do leave open
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1       the possibility that there might be something said on the

2       witness stand that might open the door to a more -- a line

3       of questioning that we hadn't considered.             But other than

4       that, Judge, I think we're good.

5                   THE COURT:    Okay.     Okay.   And I want to be clear.

6       I'm going to take this under advisement because I want to be

7       very clear.    I appreciate that I have an obligation to

8       ensure that Mr. Merritts can cross witnesses about relevant

9       bias.   So I admit that sometimes these lines get blurry and

10      they can be fine.

11                  So, you know, if there is a bias question you want

12      to ask a witness that you think is on the line of something

13      political, I don't want you to take my ruling as that I'm

14      saying that you can't confront witnesses about bias, but I

15      want to kind of flesh that out in advance so that we don't

16      run into issues.

17                  So I'm not suggesting that -- I've not ruled that

18      it would be inappropriate to ask bias questions.              But I

19      think, because of the line, if there's something that you

20      think you might want to do, I'm asking that you raise it

21      earlier because...

22                  For example, if a witness, if you had a reason to

23      believe that a witness had some sort of political animus

24      against Mr. Merritts or a political animus against someone

25      affiliated with him, you know, that could be permissible to
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1       ask about.    Again, I would want to discuss that earlier and

2       not be finding out, surprise, that you're going to ask these

3       questions because I do think that there is a fine line here.

4       I just want to be very clear that I am not shutting the

5       defense down from pursuing bias cross-examination.

6                   But I think we just need to be clear about what is

7       appropriately bias and what veers into inappropriate topics.

8       Does that make sense?

9                   MR. DiRUZZO:     Understood.

10                  THE COURT:     Okay.

11                  Does the government understand kind of where I am

12      going?

13                  MR. KELLY:     Yes, Your Honor.       That makes sense.

14                  THE COURT:     Okay.     All right.

15                  Okay.     So I will take the balance of ECF -- wait,

16      is this 24?

17                  MR. DiRUZZO:     It's 23.

18                  MR. KELLY:     This one is 24, Your Honor.

19                  THE COURT:     I will take the balance of that under

20      advisement.    If Mr. Merritts wants to provide some

21      additional authority, he will do so by the 12th which is a

22      week from today.      I will give the government an opportunity

23      to respond.

24                  When you get the submission, if you could

25      just -- you can even do this by email to chambers copying
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1       Mr. Merritts' counsel.       Just let me know how much time you

2       need for a response so I know to wait.

3                   MR. KELLY:     Of course, Your Honor.

4                   THE COURT:     Okay.     And then we will resolve this

5       issue.

6                   Okay.     There's also the government's Motion for

7       Disclosure of Tax Return and I'm not sure if I have the

8       defense position on that.

9                   MR. DiRUZZO:     No, Your Honor.           That came in in the

10      last couple of days.

11                  THE COURT:     Right.    Are you prepared to provide a

12      position or did you want to respond in writing?

13                  MR. DiRUZZO:     Oh, no.     We definitely want to

14      respond in writing.       We'd just ask that we be allowed to

15      brief it in the normal course.

16                  THE COURT:     Okay.     Okay.   All right.

17                  And then the government had also filed an

18      evidentiary notice at ECF-20, Notice of Other Acts Evidence,

19      that I don't believe Mr. Merritts filed a response.                  Is

20      there any objection or issue with this?

21                  MR. DiRUZZO:     It wasn't a motion.           It was just a

22      404(b) notice?

23                  THE COURT:     Yeah, it was just a 404(b) notice.

24      And you didn't file a Motion to Exclude, so I'm assuming

25      that there is no dispute?
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1                   MR. DiRUZZO:      I think it's fine.

2                   THE COURT:      Okay.

3                   MR. DiRUZZO:      I would say that we can take it as

4       it comes during the course of the trial.               But in general, I

5       don't find 404(b) stuff to be really that contentious when

6       you actually get down to it.          And so this is not a drug

7       case.   This is not --

8                   THE COURT:      Yeah, okay.

9                   Okay.     Well, if there's no dispute, I don't need

10      to rule on it.        But I just wanted to put on the record that

11      the government has filed a Notice of Other Acts Evidence,

12      and I did not receive a motion in limine from the defense to

13      exclude other acts evidence.          So I'm taking that to mean

14      that the government can proceed as it intends to unless

15      there is an objection that I need to resolve which I am not

16      hearing one.    Okay.      All right.

17                  Okay.     So we got through all of the motions,

18      except the one issue that I am receiving further submissions

19      on and that I'll need to take under advisement -- or the two

20      issues because we have the tax return issue, which I'll get

21      a written response for, and this issue about the other

22      investigation.

23                  Let me just clarify, with respect to the other

24      investigation though, the defense is on board, to the extent

25      I let anything in, of not getting into the specifics of what
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1       it was.    Or what is it -- just so I understand exactly what

2       you are trying to do, what is it that you want to elicit

3       about the former investigation in terms of what it was for?

4                   MR. DiRUZZO:      I don't actually need what exactly

5       what it's for.        It's just -- it can be a:         You had an

6       investigation into Ms. Bush and her then boyfriend, you

7       know, now husband, Mr. Merritts.           The amount of time,

8       effort, money, manpower in that investigation that's entered

9       on Ms. Bush, you know, it didn't go anywhere.

10                  THE COURT:      Okay.

11                  MR. DiRUZZO:      But here we are on something, you

12      know, that sprung out of that investigation.

13                  THE COURT:      Okay.     I just wanted to get an

14      articulation of what he was trying to do.               You can respond.

15      I was just trying to get an articulation of what he was

16      trying to do so I know clearly what his intention -- I'm not

17      saying that I am allowing him to do that.               But I just wanted

18      to know exactly what he wanted to confront the witness with

19      so that, when I get the supplemental authority, I can

20      compare it to the facts of this case.

21                  MR. KELLY:      Your Honor, and I don't think I need

22      to repeat myself.

23                  THE COURT:      Okay.

24                  MR. KELLY:      We've made our position pretty clear

25      on that.    Just to hit the two high points very quickly, one,
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1       there's really no reason to reference, again, the nature of

2       what was being investigated or who was the target of that

3       investigation being Ms. Bush or anyone else for that matter.

4       And I go back to my point of, had it been a murder

5       investigation, you know, I think we would be having a

6       different conversation.      It just adds absolutely nothing to

7       what defense counsel seems to be seeking to achieve here.

8                   And the second point being, you know, defense

9       counsel just said again they want to get into that Ms. Bush

10      was being investigated and that investigation led nowhere or

11      didn't lead to an indictment, et cetera.

12                  That just brings me back to the point that we've

13      been making all along, Your Honor, which is that seems to,

14      you know, just -- it just -- the door flies wide open at

15      that point and the government believes that we would have

16      the right and obligation to present evidence as to what, if

17      anything, was found in the course of that investigation.

18                  And for all the reasons we said before, that just

19      it's not relevant, it's a sideshow, there's no need to get

20      into the substance of what was being investigated.

21                  THE COURT:    Okay.

22                  And then I think -- I don't know if there was a

23      specific request to exclude Ms. Bush as a potential witness,

24      but it's kind of lurking in the background of the pleadings

25      related to this.      And I'll say this, I don't think you need
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1       to say now if you're definitively planning to call her or

2       not.

3                   But if you do get to a point at trial where you

4       are planning to call her for something other than as a

5       potential character witness, I want to -- before she takes

6       the stand and before you say our next witness is Ms. Bush,

7       knowing that the government might have an objection, I'm

8       just going to ask that you bring it to my attention so that

9       I can rule on -- get a proffer at that time and hear from

10      the government.

11                  MR. DiRUZZO:    Understood.

12                  THE COURT:    Okay.     Is that acceptable to the

13      government?

14                  MR. KELLY:    I think we're halfway there,

15      Your Honor.

16                  We're still concerned -- we don't know what, if

17      anything, the defense would want to say about Ms. Bush in

18      their openings.

19                  THE COURT:    Okay.

20                  MR. KELLY:    I think that will somewhat be

21      constrained by whatever Your Honor ends up ruling as

22      to -- you've already denied the selective prosecution

23      motion.

24                  THE COURT:    Yes.

25                  MR. KELLY:    Depending on what Your Honor orders as
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1       to the motion in limine to exclude evidence or testimony

2       about the prior investigation, that will certainly or it

3       could put, you know, pretty clear guardrails on what I can

4       and can't say.

5                   THE COURT:    Okay, yeah.

6                   MR. KELLY:    We just are still concerned about, you

7       know, somehow trying to plant the seed in the jurors' minds

8       that, you know, Mr. Merritts is married to a former

9       Congresswoman and, you know, any sort of implication that it

10      had anything to do with the government's charging decisions

11      here, which they would not be permitted to do based on

12      Your Honor's ruling.

13                  THE COURT:    Right.

14                  MR. KELLY:    And so that sort of is why all along

15      we've been seeking some kind of proffer even ex parte

16      frankly, Your Honor --

17                  THE COURT:    Okay.

18                  MR. KELLY:    -- just to assure the Court at the

19      very least that, you know, generally what she would be

20      testifying to in order to put in place proper guardrails for

21      opening statements and cross-examination of the government's

22      witnesses and the like.

23                  THE COURT:    Okay.     What's the defense's response?

24                  MR. DiRUZZO:    Your Honor, I think at this point

25      it's a little premature.      Obviously, we haven't made the
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1       decision on whether to call any witnesses and whether to

2       affirmatively put on anyone in our case-in-chief.

3                   I have no problem for recalling any witness.               If

4       the Court would like us to front it at sidebar so that we

5       could address that outside of the hearing of the jury, that

6       I don't have a problem with.         And as to the possibility of

7       opening, at this point, I'm going to have to say that I --

8       it's going to depend on how you rule and -- at least in

9       part.    And so it's a little premature.

10                  THE COURT:     Okay.     Why don't I get the supplement

11      rule and then, if I need to set a further hearing, even if

12      it's just by Zoom, because I understand you're traveling,

13      just to clear any issues about what's permissible in opening

14      when we get a little closer to trial, I can do that.

15                  But I've made clear to the defense that, because I

16      know that there will be an objection to this witness, before

17      this witness is potentially called, we'll deal with the

18      issue.   But we'll deal with the openings and what's fair

19      game in openings sufficiently in advance of trial as it

20      relates to this issue.

21                  Okay.     All right.     Is there anything -- oh, go

22      ahead.   Sorry.

23                  MR. KELLY:     Sorry, Your Honor.

24                  THE COURT:     No, it's okay.       I was going to ask:

25      Is there anything else that we need to cover?
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25   Page 78 of 85
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1                   MR. KELLY:    Just since we're on the topic, I

2       hadn't wanted to revisit it until it made sense.

3                   As to the voir dire question as to identifying

4       Ms. Bush, I think it's Your Honor's proposed Question 22 --

5                   THE COURT:    Yes.

6                   MR. KELLY:    -- I think that we had suggested and

7       everyone had agreed that she could be referred to as the

8       defendant's family member.        We actually prefer something

9       even more neutral than that and just say:             You heard that

10      you may hear from or about former U.S. Congresswoman Corey

11      Bush, who is a potential witness, during this trial.                  And

12      not sort of identify what the connection is between the

13      defendant and Ms. Bush.

14                  THE COURT:    Okay.     Yeah.   Any problem with that?

15                  MR. DiRUZZO:    That's fine.

16                  THE COURT:    Okay.     And let me be clear, the only

17      reason that -- well, I said why I included this question.

18      But I assumed that, in response to -- I usually ask the

19      government and defense counsel to identify names of people

20      or entities that they may hear from or even about during the

21      trial.

22                  And so I thought that Ms. Bush would be listed on

23      the defendant's list.      So I'm happy to say who may be a

24      potential witness as well in 22.         But, again, if, you know,

25      I thought that the defense might identify her in 6.               Okay.
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25    Page 79 of 85
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1       That's fine.    No problem.      I will make that adjustment.

2                   MR. KELLY:    And Your Honor, just one quick matter,

3       and I apologize if this has already been done in this case

4       before I was an assigned prosecutor.

5                   THE COURT:    Yes.

6                   MR. KELLY:    I just wanted to put on the record,

7       and I raised this with defense counsel before that we were

8       planning on doing this, that Mr. Merritts has previously

9       waived in writing in March of this year any venue challenge

10      for the charged offenses being brought in the District of

11      Columbia as opposed to elsewhere.

12                  THE COURT:    Okay.

13                  Was that something that was submitted on the

14      docket?

15                  MR. KELLY:    It was an email, Your Honor.

16                  THE COURT:    Okay.

17                  MR. KELLY:    Which I believe is sufficient between

18      the parties.

19                  THE COURT:    Okay.

20                  MR. KELLY:    If Your Honor would like us to file

21      something, we certainly can.        But in my experience, just

22      putting it on the record orally that there is a written

23      waiver of venue, assuming that defense counsel and

24      Mr. Merritts, don't object to that.

25                  THE COURT:    That's fine, okay.         Okay.
     Case 1:25-cr-00076-JMC   Document 40     Filed 12/10/25   Page 80 of 85
                                                                                80

1                   MR. DiRUZZO:      I'm sure my co-counsel, if he sent

2       that email, and I have no reason to doubt the

3       representations of the AUSA --

4                   THE COURT:    Okay.

5                   MR. DiRUZZO:      -- then we will abide by it.

6                   THE COURT:    Okay.     All right.

7                   MR. KELLY:    Thank you, Your Honor.

8                   THE COURT:    Okay.     Anything else from the

9       government that we need to cover before trial?

10                  MR. KELLY:    No, Your Honor.

11                  THE COURT:    Okay.     Anything else from the defense?

12                  MR. DiRUZZO:      If you could indulge me a little

13      bit, Your Honor.      So --

14                  THE COURT:    If you want to come up, maybe come on

15      up just so we can make sure that we hear you.

16                  MR. DiRUZZO:      If you could indulge me.         So how

17      many potential jurors do you pull from the pool and like

18      where do you seat them?

19                  THE COURT:    Sure.     So how many -- I'm trying to

20      think.   Usually they send up maybe about 40 to 50 people.

21                  MR. DiRUZZO:      Okay.

22                  THE COURT:    They're going to start, initially, in

23      the gallery.

24                  MR. DiRUZZO:      Oh you don't start them --

25                  THE COURT:    No, not to begin with.
     Case 1:25-cr-00076-JMC   Document 40   Filed 12/10/25   Page 81 of 85
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1                   MR. DiRUZZO:    Okay.

2                   THE COURT:    And they will start in the gallery.

3       You're going to have a sheet that identifies them by juror

4       number, their name, which we won't use on the record.

5                   MR. DiRUZZO:    Yep.

6                   THE COURT:    You'll have information.        It may have

7       address information and certainly where they work or their

8       profession.

9                   I'll do the voir dire.      I'll ask the questions.

10      Then I'll clear the room, and they'll come in one by one and

11      sit on the stand here.      And I'll put their number on the

12      record so you'll be able to follow along.            We'll do the voir

13      dire process.

14                  Then when they come back, the first 14 that have

15      not been struck for cause and that are a part of the pool

16      will sit in the box.      One is the seat closest to me.             It

17      goes 1 through 7, 8 through 14.

18                  MR. DiRUZZO:    So left to right, front to back?

19                  THE COURT:    Yes.

20                  MR. DiRUZZO:    The same thing when they're sitting

21      in the gallery, left to right, front to back?

22                  THE COURT:    No.    I think they --

23                  MR. KELLY:    Your Honor, I think the way I've seen

24      it done before --

25                  THE COURT:    Well, Erika can tell me.
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25   Page 82 of 85
                                                                                82

1                   MR. KELLY:    I'll defer to the expert here.

2                   THE COURT:    How are they lined up in the gallery

3       in order?

4                   DEPUTY CLERK:    So they will be the first ones will

5       be coming in this way.

6                   THE COURT:    Okay.     So left to right?

7                   DEPUTY CLERK:    Yes.

8                   MR. DiRUZZO:    Okay.

9                   THE COURT:    Okay.     All right, yes.      Okay.    And

10      then you'll have time for your strikes.

11                  MR. DiRUZZO:    Okay.    So you bring the 14 in?

12                  THE COURT:    When it's time for strikes.          So you

13      can see, like if we didn't strike anyone, this is our jury

14      and you can see who is coming up next.           And so if you

15      strike, we play musical chairs.         Does that make sense?

16                  MR. DiRUZZO:    Are you doing musical chairs?

17                  DEPUTY CLERK:    Well, I do it at the end but, yeah.

18                  MR. DiRUZZO:    Presumptive 14 after the cause?

19                  THE COURT:    Sorry.

20                  MR. DiRUZZO:    The presumptive 14 after the cause,

21      they'll be there.

22                  DEPUTY CLERK:    Yes.

23                  MR. DiRUZZO:    And then do the parties do their

24      pre-emps at sidebar, Judge?

25                  THE COURT:    No, you'll do it at your tables.
     Case 1:25-cr-00076-JMC   Document 40    Filed 12/10/25   Page 83 of 85
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1                   MR. DiRUZZO:    Okay.

2                   DEPUTY CLERK:    Hold on.

3                   Two courtrooms individual and then they do strikes

4       first.   I don't put the 14 until they've done all of their

5       strikes.

6                   THE COURT:    Oh no, I thought when they came in we

7       put the 14 in so they can see who is in the box before they

8       start their strikes.

9                   MR. DiRUZZO:    From what I remember when we did

10      it --

11                  THE COURT:    I usually put them in the box so they

12      can see kind of what the jury looks like and then they start

13      striking because they might strike from the box.

14                  DEPUTY CLERK:    Okay.     That's fine.

15                  THE COURT:    Yeah, yeah.

16                  MR. DiRUZZO:    And then I say, Judge, we strike

17      juror number 1.

18                  THE COURT:    No, no.    You don't say anything.

19      You'll get a sheet of paper.

20                  MR. DiRUZZO:    Okay, okay.

21                  THE COURT:    And you guys will trade back and forth

22      then, when you're done, when everyone has made their

23      strikes, give it to Ms. Duncan.         And then she'll move

24      everyone around, and then I'll make sure you're satisfied

25      with the jury.
     Case 1:25-cr-00076-JMC   Document 40     Filed 12/10/25     Page 84 of 85
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1                   MR. DiRUZZO:    Like I go then they go and then I go

2       or is it like -- or it's like --

3                   THE COURT:    No.   No.     I have you do it in rounds.

4       It will be clear on the sheet.

5                   MR. DiRUZZO:    Okay.     Okay.

6                   THE COURT:    Yeah.     And then I do a round for

7       alternates too.

8                   MR. DiRUZZO:    Okay.     And then if there is an

9       objection like under Batson, like how does one --

10                  THE COURT:    Well, you would make that -- once you

11      get the government sheet, if you have an issue, you would

12      ask to approach and we would deal with that.                Yeah.

13                  MR. DiRUZZO:    Okay.     Okay.     Understood.       Thanks,

14      Judge.

15                  THE COURT:    Okay.

16                  All right.    Anything else from the defense?

17                  MR. DiRUZZO:    No, Your Honor.

18                  THE COURT:    All right.      Okay.        Thanks, everyone.

19                  Happy holidays.     I will see you in January.

20                  MR. KELLY:    Thank you, Your Honor.

21                  MR. DiRUZZO:    Thank you.

22                  DEPUTY CLERK:    All rise.

23            (Proceedings concluded at 12:54 p.m.)

24

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1                              C E R T I F I C A T E

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3                   I, Lorraine T. Herman, Official Court Reporter,

4       certify that the foregoing is a true and correct transcript

5       of the record of proceedings in the above-entitled matter.

6

7

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9             December 10, 2025                       /s/ Lorraine T. Herman
                     DATE                                    REPORTED BY
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