7206 - Prior Convictions

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Fraud Statutes 

Additional Information:

 

7203 - Accountant-Client Privilege
7203 - Accrual Basis
7203 - Admissibility 1 p1
7203 - Admissibility 1 p2
7203 - Admissibility 1 p3
7203 - Admissibility 1 p4
7203 - Admissibility 1 p5
7203 - Admissibility 1 p6
7203 - Admissibility 2 p1
7203 - Admissibility 2 p2
7203 - Admissibility 2 p3
7203 - Admissibility 2 p4
7203 - Admissibility 2 p5
7203 - Admissibility 3 p1
7203 - Admissibility 3 p2
7203 - Admissibility 3 p3
7203 - Admissibility 3 p4
7203 - Admissibility 3 p5
7203 - Admissibility 4 p1
7203 - Admissibility 4 p2
7203 - Admissions p1
7203 - Admissions p2
7203 - Advice of Counsel p1
7203 - Advice of Counsel p2
7203 - Amendment
7203 - Appeal Right to
7203 - Appeal Timeliness
7203 - Appeal Waiver
7203 - Appeal without merit
7203 - Arrest
7203 - Fraudulent Return
7203 - Defeat & Evade Income Taxes p1
7203 - Defeat & Evade Income Taxes p2
7203 - Defeat & Evade Income Taxes p3
7203 - Defeat &  Evade Income Taxes p4
7203 - Attorney Disqualified
7203 - Attorney's Testimony p1
7203 - Attorney's Testimony p2
7203 - Attorney's Testimony p3
7203 - Attorney's Testimony p4
7203 - Bail
7203 - Bank Records &  Net Worth Increases 1 p1
7203 - Bank Records &  Net Worth Increases 1 p2
7203 - Bank Records &  Net Worth Increases 1 p3
7203 - Bank Records &  Net Worth Increases 1 p4
7203 - Bank Records &  Net Worth Increases 1 p5
7203 - Bank Records &  Net Worth Increases 1 p6
7203 - Bank Records &  Net Worth Increases 2 p1
7203 - Bank Records &  Net Worth Increases 2 p2
7203 - Bank Records &  Net Worth Increases 2 p3
7203 - Bank Records &  Net Worth Increases 2 p4
7203 - Bank Records &  Net Worth Increases 2 p5
7203 - Bank Records &  Net Worth Increases 3 p1
7203 - Bank Records &  Net Worth Increases 3 p2
7203 - Bank Records &  Net Worth Increases 3 p3
7203 - Bank Records &  Net Worth Increases 3 p4
7203 - Bank Records &  Net Worth Increases 3 p5
7203 - Bank Records &  Net Worth Increases 4 p1
7203 - Bank Records &  Net Worth Increases 4 p2
7203 - Bank Records &  Net Worth Increases 4 p3
7203 - Bank Records &  Net Worth Increases 4 p4
7203 - Bank Records &  Net Worth Increases 4 p5
7203 - Bank Records &  Net Worth Increases 5 p1
7203 - Bank Records & Net Worth Increases 5 p2
7203 - Bank Records & Net Worth Increases 5 p3
7203 - Bank Records & Net Worth Increases 5 p4
7203 - Bank Records & Net Worth Increases 5 p5
7203 - Base Sentence p1
7203 - Base Sentence p2
7203 - Base Sentence p3
7203 - Base Sentence p4
I7203 - Bill of Particluar Conspiracy
7203 - Bill of Particulars
7203 - Books and Records
7203 - Burden of going forward with evidence
7203 - Burden of Proof
7203 - Carryback Offset
7203 - Changing Plea
7203 - Character witness p1
7203 - Character witness p2
7203 - Circumstanial Evidence p1
7203 - Circumstanial Evidence p2
7203 - Circumstanial Evidence p3
7203 - Circumstanial Evidence p4
7203 - Collateral Estoppel
7203 - Collection
7203 - Commitment by U.S. Commissioner
7203 - Communication to Jury
7203 - Compromise
7203 - Consolidation
7203 - Conspiracy p1
7203 - Conspiracy p2
7203 - Conspiracy 1 p1
7203 - Conspiracy 1 p2
7203 - Conspiracy 1 p3
7203 - Conspiracy 1 p4
7203 - Conspiracy 1 p5
7203 - Conspiracy 1 p6
7203 - Conspiracy 1 p7
7203 - Conspiracy 1 p8
7203 - Conspiracy 2 p1
7203 - Conspiracy 2 p2
7203 - Conspiracy 2 p3
7203 - Constitutional Grounds 1 p1
7203 - Constitutional Grounds 1 p2
7203 - Constitutional Grounds 1 p3
7203 - Constitutional Grounds 1 p4
7203 - Constitutional Grounds 1 p5
7203 - Constitutional Grounds 2 p1
7203 - Constitutional Grounds 2 p2
7203 - Constitutional Grounds 2 p3
7203 - Constitutional Grounds 2 p4
7203 - Constitutional Grounds 2 p5
7203 - Constitutional Grounds 3 p1
7203 - Constitutional Grounds 3 p2
7203 - Constitutional Grounds 3 p3
7203 - Constitutional Grounds 3 p4
7203 - Constitutional Grounds 3 p5
7203 - Constitutional Grounds 4 p1
7203 - Constitutional Grounds 4 p2
7203 - Constitutional Grounds 4 p3
7203 - Constitutional Grounds 4 p4
7203 - Constitutional Grounds 5 p1
7203 - Constitutional Grounds 5 p2
7203 - Constitutional Grounds 5 p3
7203 - Constitutional Grounds 5 p4
7203 - Constitutional Grounds 5 p5
7203 - Constitutional Grounds 6
7203 - Contempt Finding Ag. Defendant's Counsel
7203 - Continuance p1
7203 - Continuance p2
7203 - Continuance p3
7203 - Conviction Required
7203 - Copies of Records p1
7203 - Copies of Records p2
7203 - Corporation Officer
7203 - Costs
7203 - Credit for Time Served
7203 - Criminal Contempt
7203 - Cross-Examination PART 1 p1
7203 - Cross-Examination PART 1 p2
7203 - Cross-Examination PART 1 p3
7203 - Cross-Examination PART 1 p4
7203 - Cross-Examination PART 1 p5
7203 - Cross-Examination PART 2
7203 - DefendantHaving Facts Available p1
7203 - DefendantHaving Facts Available p2
7203 - DefendantHaving Facts Available p3
7203 - Degree of Proof p1
7203 - Degree of Proof p2
7203 - Depositions
7203 - Different Statute Cited
7203 - Discovery, Scope Of
7203 - Documentary Evidence in Jury Room
7203 - Double Jeopardy 1 p1
7203 - Double Jeopardy 1 p2
7203 - Double Jeopardy 1 p3
7203 - Double Jeopardy 1 p4
7203 - Double Jeopardy 1 p5
7203 - Double Jeopardy 2 p1
7203 - Double Jeopardy 2 p2
7203 - Double Jeopardy 2 p3
7203 - Double Jeopardy 2 p4
7203 - Enhanced Sentence Sophisticated Means p1
7203 - Enhanced Sentence Sophisticated Means p2
7203 - Enhanced Sentence p1
7203 - Enhanced Sentence p2
7203 - Entrapment
7203 - Erroneous calculation of tax
7203 - Exclusion of Oral Testimony
7203 - Exercise Privilege-Exclusion from Courtroom
7203 - Expert Witness p1
7203 - Expert Witness p2
7203 - Expert Witness p3
7203 - Expert Witness p4
7203 - Extenuating Circumstances
7203 - Fact Finding p1
7203 - Fact Finding p2
7203 - Fact Finding p3
7203 - Fact Finding p4
7203 - Fact Finding p5
7203 - Failure of IRS to File Return
7203 - Failure to Assess Tax
7203 - Failure to Prosecute p1
7203 - Failure to Prosecute p2
7203 - Failure to Prosecute p3
7203 - Failure to Prosecute p4
7203 - Failure to Prosecute p5
7203 - Failure to Report Income 1 p1
7203 - Failure to Report Income 1 p2
7203 - Failure to Report Income 1 p3
7203 - Failure to Report Income 1 p4
7203 - Failure to Report Income 1 p5
7203 - Failure to Report Income 1 p6
7203 - Failure to Report Income 2 p1
7203 - Failure to Report Income 2 p2
7203 - Failure to Supply Information
7203 - False Return
7203 - Fictitious names
7203 - Fraud Case Procedures p1
7203 - Fraud Case Procedures p2
7203 - Fraud Case Procedures p3
7203 - Fraud Case Procedures p4
7203 - General Exception
7203 - Good Faith p1
7203 - Good Faith p2
7203 - Good Faith p3
7203 - Good Faith p4
7203 - Government Agent Prosecuting Claim
7203 - Grand Jury 1 p1
7203 - Grand Jury 1 p2
7203 - Grand Jury 1 p3
7203 - Grand Jury 1 p4
7203 - Grand Jury 1 p5
7203 - Grand Jury 2 p1
7203 - Grand Jury 2 p2
7203 - Hearsay Evidence p1
7203 - Hearsay Evidence p2
7203 - Hearsay Evidence p3
7203 - Hearsay Evidence p4
7203 - Hearsay Evidence p5
7203 - Hostility of the Court p1
7203 - Hostility of the Court p2
7203 - Hostility of the Court p3
7203 - Hypnosis
7203 - Identification
7203 - Ignorance of Law
7203 - Immunity p1
7203 - Immunity p2
7203 - Immunity p3
7203 - Impeachment p1
7203 - Impeachment p2
7203 - Improper Comment PART 1 p1
7203 - Improper Comment PART 1 p2
7203 - Improper Comment PART 1 p3
7203 - Improper Comment PART 1 p4
7203 - Improper Comment PART 1 p5
7203 - Improper Comment PART 2 p1
7203 - Improper Comment PART 2 p2
7203 - Improper Comment PART 2 p3
7203 - Improper Comment PART 2 p4
7203 - Improper Comment PART 2 p5
7203 - Improper Comment PART 3
7203 - Improper Question
7203 - Incrimination 1 p1
7203 - Incrimination 1 p2
7203 - Incrimination 1 p3
7203 - Incrimination 1 p4
7203 - Incrimination 1 p5
7203 - Incrimination 2 p1
7203 - Incrimination 2 p2
7203 - Incrimination 2 p3
7203 - Incrimination 2 p4
7203 - Incrimination 2 p5
7203 - Incriminaton Before Grand Jury p1
7203 - Incriminaton Before Grand Jury p2
7203 - Instructions to Jury 1 p1
7203 - Instructions to Jury 1 p2
7203 - Instructions to Jury 1 p3
7203 - Instructions to Jury 1 p4
7203 - Instructions to Jury 1 p5
7203 - Instructions to Jury 2 p1
7203 - Instructions to Jury 2 p2
7203 - Instructions to Jury 2 p3
7203 - Instructions to Jury 2 p4
7203 - Instructions to Jury 2 p5
7203 - Instructions to Jury 3 p1
7203 - Instructions to Jury 3 p2
7203 - Instructions to Jury 3 p3
7203 - Instructions to Jury 3 p4
7203 - Instructions to Jury 3 p5
7203 - Instructions to Jury 4 p1
7203 - Instructions to Jury 4 p2
7203 - Instructions to Jury 4 p3
7203 - Instructions to Jury 4 p4
7203 - Instructions to Jury 4 p5
7203 - Instructions to Jury 5 p1
7203 - Instructions to Jury 5 p2
7203 - Instructions to Jury 5 p3
7203 - Instructions to Jury 5 p4
7203 - Instructions to Jury 5 p5
7203 - Instructions to Jury 6 p1
7203 - Instructions to Jury 6 p2
7203 - Instructions to Jury 6 p3
7203 - Instructions to Jury 6 p4
7203 - Instructions to Jury 6 p5
7203 - Instructions to Jury 7 p1
7203 - Instructions to Jury 7 p2
7203 - Instructions to Jury 7 p3
7203 - Instructions to Jury 7 p4
7203 - Instructions to Jury 7 p5
7205 Convictions p1
7205 Convictions p2
7205 Convictions p3
7205 Convictions p4
7205 Convictions p5
7205 Double Jeopardy
7205 Exemption Certificates
7205 Hostility of the Court
7205 Indictment
7205 Information
7205 Intent to Deceive Lacking
7205 Right to Counsel
7205 Trial, Timeliness
7205 Variance
7205 Venue
7205 Willfulness
7206 False Returns 1 p1
7206 False Returns 1 p2
7206 False Returns 1 p3
7206 False Returns 1 p4
7206 False Returns 1 p5
7206 False Returns 2 p1
7206 False Returns 2 p2
7206 False Returns 2 p3
7206 False Returns 2 p4
7206 False Returns 2 p5
7206 False Returns 3 p1
7206 False Returns 3 p2
7206 False Returns 3 p3
7206 False Returns 3 p4
7206 Basis for Allegation of Fraud
7206 Concealment of Assets p1
7206 Concealment of Assets p2
7206 Conspiracy 1 p1
7206 Conspiracy 1 p2
7206 Conspiracy 1 p3
7206 Conspiracy 1 p4
7206 Conspiracy 2 p1
7206 Conspiracy 2 p2
7206 Constitutionality p1
7206 Constitutionality p2
7206 Constitutionality p3
7206 Costs
7206 Disclosure of Returns
7206 Estoppel p1
7206 Estoppel p2
7206 Estoppel p3
7206 Evidence 1 p1
7206 Evidence 1 p2
7206 Evidence 1 p3
7206 Evidence 1 p4
7206 Evidence 1 p5
7206 Evidence 2 p1
7206 Evidence 2 p2
7206 Evidence 2 p3
7206 Evidence 2 p4
7206 Evidence 2 p5
7206 Evidence 3 p1
7206 Evidence 3 p2
7206 Evidence 3 p3
7206 Evidence 3 p4
7206 Evidence 3 p5
7206 Evidence 4 p1
7206 Evidence 4 p2
7206 Evidence 4 p3
7206 False Claims Against U.S.
7206 False Documents p1
7206 False Documents p2
7206 False Statements in Return 1 p1
7206 False Statements in Return 1 p2
7206 False Statements in Return 1 p3
7206 False Statements in Return 1 p4
7206 False Statements in Return 1 p5
7206 False Statements in Return 2 p1
7206 False Statements in Return 2 p2
7206 False Statements in Return 2 p3
7206 False Statements in Return 2 p4
7206 False Statements in Return 3 p1
7206 False Statements in Return 3 p2
7206 False Statements in Return 3 p3
7206 False Statements in Return 3 p4
7206 False Statements in Return 3 p5
7206 False Statements in Return 4 p1
7206 False Statements in Return 4 p2
7206 False Statements in Return 4 p3
7206 False Statements in Return 4 p4
7206 False Statements in Return 4 p5
7206 False Statements in Return 5 p1
7206 False Statements in Return 5 p2
7206 False Statements in Return 5 p3
7206 False Statements in Return 5 p4
7206 False Statements to IRS Agents p1
7206 False Statements to IRS Agents p2
7206 False Statements to IRS Agents p3
7206 Forgery
7206 Grand Jury
7206 Guilty Plea p1
7206 Guilty Plea p2
7206 Immunity
7206 Indictment 1 p1
7206 Indictment 1 p2
7206 Indictment 1 p3
7206 Indictment 1 p4
7206 Indictment 1 p5
7206 Indictment 2 p1
7206 Indictment 2 p2
7206 Instructions to Jury 1 p1
7206 Instructions to Jury 1 p2
7206 Instructions to Jury 1 p3
7206 Instructions to Jury 1 p4
7206 Instructions to Jury 1 p5
7206 Instructions to Jury 2 p1
7206 Instructions to Jury 2 p2
7206 Instructions to Jury 2 p3
7206 Instructions to Jury 2 p4
7206 Instructions to Jury 2 p5
7206 Instructions to Jury 3 p1
7206 Instructions to Jury 3 p2
7206 Instructions to Jury 3 p3
7206 Instructions to Jury 3 p4
7206 Instructions to Jury 3 p5
7206 Jury Verdict Disregarded
7206 Jury p1
7206 Jury p2
7206 Jury p3
7206 Lesser Included Offense p1
7206 Lesser Included Offense p2
7206 Motion For Continuance
7206 Motion to Sever
7206 Motion to Transfer
7206 Motion to Vacate Sentence
7206 Net Worth Statement
7206 Offer in Compromise
7206 Perjury
7206 False or Fraudulent Returns p1
7206 False or Fraudulent Returns p2
7206 False or Fraudulent Returns p3
7206 False or Fraudulent Returns p4
7206 False or Fraudulent Returns p5
7206 Prior Convictions
7206 Prior Law
7206 Probation
7206 Prosecutor's Comment p1
7206 Prosecutor's Comment p2
7206 Restitution
7206 Right to Counsel p1
7206 Right to Counsel p2
7206 Sentence p1
7206 Sentence p2
7206 Sentence p3
7206 Sentence p4
7206 Sentencing Guidelines 1 p1
7206 Sentencing Guidelines 1 p2
7206 Sentencing Guidelines 1 p3
7206 Sentencing Guidelines 1 p4
7206 Sentencing Guidelines 1 p5
7206 Sentencing Guidelines 2 p1
7206 Sentencing Guidelines 2 p2
7206 Sentencing Guidelines 2 p3
7206 Statute of Limitations p1
7206 Statute of Limitations p2
7206 Venue
7206 Willfulness Defined p1
7206 Willfulness Defined p2
7206 Willfulness Defined p3
7206 Willfulness Defined p4
7207 Conviction
7207 Defenses
7207 Motion to Dismiss
7207 Sentencing
7207 Willfully Defined
7210 Willful Failure to Obey Summons
7212 Assault
7212 Bribery
7212 Constiutionality
7212 Indictment
7212 Interference p1
7212 Interference p2
7212 Interference p3
7212 Interference p4
7212 Jury Instructions
7212 Rescue of Seized, Levied Property p1
7212 Rescue of Seized, Levied Property p2
7212 Sentence p1
7212 Sentence p2
7212 Statute of Limitations
7212 Suppresion of Evidence
7215 Constitutionality
7215 Conviction
7215 Corporation
7215 Defenses
7215 Evidence
7215 Intent
7215 Speedy Trial
7216 Consent
7216 Preparer Defined
7216 Scope of Statute
7217 IRS Employees

 

Prior Convictions

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7206- Fraud and False Statements: Prior Convictions

 

 [77-1 USTC ¶9128] United States of America , Plaintiff-Appellee v. Leon A. Cohen, Defendant-Appellant

(CA-5), U. S. Court of Appeals, 5th Circuit, No. 75-3966, 544 F2d 781, 1/3/77 , Affirming an unreported District Court decision

[Code Sec. 7206--result unchanged by '76 Tax Reform Act]

Crimes: Fraud and false statements: Offer in compromise: Form 656.--The Court of Appeals upheld the taxpayer's conviction for filing a Form 656, Offer in Compromise, that contained materially false statements. The taxpayer had signed such form on February 13, but had failed to include in his financial statement assets of $30,000 received by him on February 5 because the statement was "as of" January 30. The taxpayer's contention that there was a variance between the facts proved and the offense charged because the checks were properly excludable was found to be without merit. The taxpayer's further claim that he was misled as to the nature of the charges against him because of a last minute change in the wording of the indictment also was rejected by the court. Finally, the taxpayer's assertions that the trial court abused its discretion by allowing into evidence a ten-year-old mail fraud charge and a five-year-old letter relating to the taxpayer's state of mind with respect to the discharge of his tax liability were found to be without merit.

John W. Stokes, United States Attorney, 56 Forsyth St., N. W., Atlanta, Ga. 30303, Scott P. Crampton, Assistant Attorney General, Gilbert E. Andrews, Robert E. Lindsay, Daniel W. Schermer, Department of Justice, Washington, D. C. 20530, for plaintiff-appellee. Taylor W. Jones, 250 Piedmont Ave., N. E., Atlanta, Ga. 30308, Ernest Morgan, P. O. Box 1288, San Marcos, Tex. 78666, for defendant-appellant.

Before AINSWORTH and RONEY, Circuit Judges, and ALLGOOD, District Judge.

RONEY, Circuit Judge:

Defendant Leon A. Cohen appeals his conviction for filing with the Internal Revenue Service a Department of the Treasury Form 656, entitled "Offer in Compromise," containing materially false statements, in violation of 26 U. S. C. A. §7206(1). Defendant asserts four errors on this appeal: (1) that there was a fatal variance between the proof offered and the offense alleged in the indictment and that the evidence was insufficient to show that his statements as to his assets were false; (2) that a last minute substitution of indictments worked an unfair deprivation of his right to be informed of the charges against him; (3) that the district court abused its discretion in ruling that a thirteen-year-old mail fraud conviction would be admissible to impeach the defendant if he chose to testify; and (4) that a five-year-old letter received in evidence was irrelevant and should have been excluded. Finding these claims without merit, we affirm.

On February 13, 1970 , Cohen who was over $150,000 delinquent in federal income tax payments, completed an Offer in Compromise form for submission to the Internal Revenue Service. He signed that document under a declaration stating that "I have examined this offer, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete." With that document he also filed a Statement of Financial Condition, which stated it was "as of" January 30, 1970 . Neither document listed as assets three checks dated February 5, 1970 and payable to Cohen, in a total amount of $30,000. Defendant stated on the Offer in Compromise "I have no assets."

In September of 1974, a five-count indictment was returned against the defendant. The first four counts charged perjury in connection with false statements made on various income tax returns. The fifth count charged perjury in connection with the omission from the Offer in Compromise of various assets supposedly in defendant's possession. Approximately a week and a half before trial commenced, the Government, with the district court's permission, substituted a new count five, alleging solely the omission of the $30,000 in checks from the Offer in Compromise. Before the trial actually began, the Government then dismissed the four counts pertaining to false income tax returns. Defendant was tried and convicted solely for omitting the three checks worth $30,000 from the Offer in Compromise.

Variance Between Indictment and Proof

The indictment on which Cohen was tried alleged that:

[O]n or about the 13th day of February, 1970 . . . Leon A. Cohen . . . did wilfully and knowingly make and subscribe a Department of the Treasury Form 656 entitled "Offer in Compromise," . . . together with an attached and accompanying Department of the Treasury Form 433, entitled "Statement of Financial Condition and Other Information," . . . [which] said "Officer in Compromise" and attachments thereto stated that he had total assets having a cost of $12,502 and a fair market value of $1,619.50, whereas, as he then and there well knew, he had substantial assets in addition thereto, to wit: $30,000 consisting of three Federal Reserve Bank drafts . . ..

The defendant alleges that the only document which definitely sets forth his assets is the Statement of Financial Condition, which was "as of" January 30, 1970 . The defendant's position is that the checks dated February 5, 1970 , were properly excludable from that document, and that when he certified on February 13, 1970 that the accompanying statement of Financial Condition was "true, correct and complete," he was merely certifying that it reflected his financial position as of the 30th of January, which he maintains it did.

The uncontested facts show that on February 13, 1970 , the date of the Offer in Compromise, the defendant was in possession of $30,000 in checks. Defendant did not disclose his possession of those checks on the Offer in Compromise form. This failure to indicate possession of those checks as of the date of the compromise offer was a material omission, making the form something other than "true, correct and complete." The Government proved precisely what was alleged when it demonstrated that on February 13, 1970 , Cohen "then and there well knew" that he had $30,000 in Federal Reserve checks, which he failed to disclose. The omission of a material fact renders such a statement just as much not "true and correct" within the meaning of 26 U. S. C. A. §7206(1), as the inclusion of a materially false fact. See United States v. Jernigan [69-1 USTC ¶9397], 411 F. 2d 471 (5th Cir.), cert. denied, 396 U. S. 927, 90 S. Ct. 262, 24 L. Ed. 2d 225 (1969); Siravo v. United States [67-1 USTC ¶9446], 377 F. 2d 469 (1st Cir. 1967). Thus there is no force to the contention that there was a variance between facts proved and the crime alleged, and the evidence was sufficient to support the conviction.

Substitution of Indictments

The defendant contends that he was misled as to the nature of the charges against him because of the last minute change in the wording of the indictment, and that therefore he should be afforded a new trial. The defendant particularly protests what he conceives to be the change in the operative date of the perjury count from January 30, 1970 to February 13, 1970 .

Since the same offense was charged in both the original and substituted indictments, the question of permitting the dismissal of the original indictment and the related substitution was, in the first instance, for the trial court. See F. R. Crim. P. 48; United States v. Perkins, 383 F. Supp. 922, 931 (N. D. Ohio 1974). Since the various forms filed by the defendant were all part of one continuous course of dealing with the Internal Revenue Service, and since the original indictment made reference to the date of February 13, 1970 , as well as January 30, 1970 , the district court's determination that the substitution was not prejudicial was not in error. United States v. Arradondo, 483 F. 2d 980, 983 (8th Cir. 1973), cert. denied, 415 U. S. 924, 94 S. Ct. 1428, 39 L. Ed. 2d 480 (1974).

Furthermore, when the substitution was requested by the Government, the accompanying motion explicitly stated "[t]he new indictment also contains some clarifying language with respect to the date of the offense." The new indictment was read aloud in open court to the defendant. At the close of the Government's case, when the defendant claimed he learned of the true import of the change, he did not request a continuance or the opportunity to recall and reexamine any of the Government witnesses. There is no indication that there was any secret or surprise involved in the substitution. Given these factors, there was no prejudice to the defendant resulting from the change in indictments which would warrant a new trial.

Admissibility of Prior Conviction

The trial of this case commenced six days after the new Federal Rules of Evidence became effective. Because there was no showing by either party that the "application of the rules would not be feasible, or would work injustice," the rules were applicable to the proceedings below. See Rules of Evidence, Pub. L. No. 93-595, §1, 88 Stat. 1926 (1975). Rule 609 provides that a prior conviction cannot be admitted without special court determination of probative value, if more than 10 years have elapsed since the date of conviction or release, whichever is the later date. The Rule provides:

(a) General Rule. For the purpose of attacking the credibility of a witness, evidence that he has been convicted of a crime shall be admitted if elicited from him or established by public record during cross-examination but only if the crime . . . (2) involved dishonestly or false statement, regardless of the punishment.

(b) Time Limit. Evidence of a conviction under this rule is not admissible of a period of more than ten years has elapsed since the date of the conviction or of the release of the witness from the confinement imposed for that conviction, whichever is the later date, unless the court determines, in the interests of justice, that the probative value of the conviction supported by specific facts and circumstances substantially outweighs its prejudicial effect. . . .

In the instant case, the government notified the defendant that, should he choose to testify, it intended to use a previous conviction for the crime of mail fraud to impeach him during cross-examination. That conviction was the result of a guilty plea by the defendant in connection with the very same activities which gave rise to the tax liability which he was trying to settle through his Offer in Compromise. Defendant had been sentenced to three years imprisonment for the crime of mail fraud, and had served from April 10, 19 61 until May 15, 19 62. Since the trial commenced in July of 1975, the time elapsed from the date of release was just under 13 years, 2 months. Nonetheless, the trial court ruled that this conviction would be admissible to impeach the defendant if he testified, thus invoking the provisions of Rule 609(b).

Since the effective date of the Rules, this Court has not had occasion to consider the type of determination a district court must make under Rule 609(b) to admit into evidence a conviction over ten years old. On questions involving the impeachment of a witness, the determination of the district court is to be tested on review by the abuse of discretion standard. Goddard v. United States, 131 F. 2d 220 (5th Cir. 1942); United States v. Allison, 414 F. 2d 407 (9th Cir.), cert. denied, 396 U. S. 968, 90 S. Ct. 449, 24 L. Ed. 2d 433 (1969); S. Rep. No. 1277, 93d Cong., 2d Sess., Rule 609(b) (1974). Under Rule 609, discretion must be exercised by a specific standard. The Rule requires a finding on specific facts and circumstances that prejudicial effect will be outweighed by probative value.

In evaluating the admissibility of the conviction the district court noted the nature of the prior crime, the similarity between the offense for which he was presently being tried and the offense for which he previously entered a guilty plea, and that both the events to be testified to by the defendant and the acts which constituted the crime he was currently alleged to have committed occurred within ten years of his release from confinement for the earlier crime.

Although the trial judge did not explicitly so state, each of these factors goes to the probative value of the prior conviction as impeachment evidence. That the nature of the crime was one involving dishonesty indicates that defendant might be the type of person who would not take the judicial oath seriously. That the offenses were similar suggests that his denials of current misconduct might not be as trustworthy as they normally would in the absence of previous misconduct of the same kind. Because defendant would be recounting events and acts relevant to the crime of perjury that transpired during a period within ten years after his release from confinement for mail fraud, the jury might believe that his version of those events was colored by his still recent dishonest conduct and was thus less than truthful.

In United States v. San Martin, 505 F. 2d 918, 923 (5th Cir. 1974), this Court observed that "prior crimes involving deliberate and carefully premeditated intent--such as fraud and forgery--are far more likely to have probative value with respect to later acts than prior crimes involving a quickly and spontaneously formed intent." Similarly such crimes are more probative on the issue of propensity to lie under oath than more violent crimes which do not involve dishonesty. See Ladd, Credibility Trends, 89 U. Pa. L. Rev. 166 (1940). Since mail fraud is within this category of offenses, its probative value is enhanced.

Of course, the assumption that a prior conviction demonstrates a propensity on the part of the defendant to have acted on the present occasion in conformity with the criminal character suggested by the previous conviction is impermissible. See Fed. R. Evid. 404(b). This is because our system of criminal justice focuses solely on the commission of specific forbidden acts, rather than the punishment of those persons who have a criminal or evil character. Unfortunately, the trial court seemed to engage, at least partially, in this improper assumption, while otherwise property [properly] focusing on the likelihood that the previous conviction indicated a probable lack of veracity. Nonetheless, in reviewing the factors relied on by the district court, it is apparent that they all were relevant to the impeachment inquiry. Having isolated these factors, the district judge then found on the record that they formed "a basis for an exception and that justice would not be counterbalanced against the defendant."

The provisions of Rule 609 require that the court find that probative value "substantially outweigh" prejudicial effect. Since the court had the Rule before it when it made the determination that the prior criminal activity of the defendant was admissible, the finding of the district court can be interpreted as concluding that the usefulness of this past criminal conviction substantially outweighed the possible prejudice to defendant. That the court neither analyzed on the record the nature of possible prejudice to defendant nor used the explicit words of the Rule in terms of "substantially outweighing" is not crucial. Sufficient evidence in the record indicates that the trial judge made a thorough and thoughtful analysis of the issue and based his conclusion upon various factors which were then before him. While Rule 609(b) may envision a more explicit proceeding with full findings setting forth the quality and nature of any possible prejudice to the defendant, we are satisfied that the district court acted within the confines of the Rule and did not abuse its discretion in admitting the prior conviction.

Admissibility of a Five-Year-Old Letter

Defendant's final contention concerns the admissibility of a five-year-old letter which the Government offered in evidence to prove defendant's willfulness. Because of the age of the letter the defendant claimed it was irrelevant and inadmissible. The determination of relevancy is for the trial judge, and will not be disturbed in the absence of a clear showing of abuse of discretion. United States v. 110 Bars of Silver, 508 F. 2d 799 (5th Cir. 1975); United States v. Watts, 505 F. 2d 951 (5th Cir. 1974), vacated on other grounds, 422 U. S. 1032, 95 S. Ct. 2648, 45 L. Ed. 2d 688 (1975). Since there was ample indication that the letter did in fact bear on defendant's state of mind, vis-a-vis the matter of discharging his past tax liability, the district court did not err in determining that the letter was relevant and admissible in evidence.

AFFIRMED.

 

 

 

 

[88-2 USTC ¶9538] United States of America , Plaintiff-Appellee v. Samuel E. Rogers, Defendant-Appellant

(CA-4), U.S. Court of Appeals, 4th Circuit, 87-5678, 8/2/88 , Affirming an unreported District Court decision

[Code Sec. 7206 --Results unchanged by the Tax Reform Act of 1986 ]

Criminal penalties: Tax return preparer: False statements.--Four points of error raised by a tax return preparer who was convicted of preparing false tax returns failed to persuade the appellate court to overturn his conviction. His claim that a jury, not the lower court, should have determined whether false information on the returns was material was rejected in a ruling that materiality was a matter of law left solely to the lower court. It was harmless error of the lower court to proceed with a portion of the trial without the taxpayer in attendance, since the taxpayer's absence was brief, the government's case was strong, and trial transcripts were made available to the taxpayer in case he wanted to challenge the unattended proceedings. Evidence of the taxpayer's convictions in North Carolina for passing bad checks was properly admitted by the lower court, since dishonesty and false statements were elements of the convictions. Although the government's closing argument was harsh, it did not constitute plain error, given the government's strong case.

Margaret P. Currin, United States Attorney, Raleigh, N.C. 27611, William S. Rose, Jr., Assistant United States Attorney General, Alan Hechtkopf, Gary R. Allen, Robert E. Lindsay, Department of Justice, Washington, D.C. 20530, for plaintiff-appellee. Patricia Ruth Moss, Deputy Federal Public Defender, William E. Martin, Federal Public Defender, Raleigh, N.C., for defendant-appellant.

Before WIDENER, SPROUSE, and ERVIN, Circuit Judges.

ERVIN, Circuit Judge:

Samuel Rogers was convicted on twenty-four counts of preparing false tax returns in violation of 26 U.S.C. §7206(2) . 1 He raises numerous issues on appeal. We affirm.

I.

Rogers was in the business of preparing income tax returns. These charges arose from ten 1979 returns and fourteen 1980 returns. Fifteen witnesses testified that Rogers prepared false tax returns for them. Several testified that they hired Rogers because they heard he could get them larger refunds and that his fee was based on the size of the refund. All of them testified that he included false information that they did not furnish him. Three testified in Rogers ' absence because he was fifty minutes late on the second day of trial.

The twenty-four returns were false in one or more usually recurring aspects. These included excess exemptions, nonexistent political contributions, false child care credits, improper residential energy credits, fictitious uniform deductions, and other similar credits and deductions. While two witnesses admitted that they knew of the falsities at the time, the rest were in the dark because Rogers did not go over the returns with them. Rogers testified that he used only the information that his clients provided.

To impeach his testimony, the government introduced a large number of worthless check convictions. The prosecutor also made a number of inflammatory remarks during closing argument, calling Rogers a liar, thief and crook who could not be believed. In a moment of cinematic excess, he told the jury that Rogers was "a disease on society [a]nd you are the cure." Defense counsel did not object to these remarks.

The jury convicted him on all twenty-four counts. He raises four errors on appeal. First, he argues that materiality of the false information is an essential element of a §7206(2) violation that should be decided by the jury. Second, he argues that Fed. R. Crim. P. 43(b) was violated when witnesses testified in his absence. Third, he argues that the district court improperly allowed cross-examination regarding his worthless check convictions. Finally, he argues that the prosecutor's closing argument was improper. Finding no reversible error, we affirm.

II.

In crimes involving false statements, the materiality of the statement is usually decided as a matter of law by the court. See e.g., United States v. Farnham, 791 F.2d 331, 333 (4th Cir. 1986) (perjury); Nilson Van & Storage Co. v. Marsh, 755 F.2d 362, 367 (4th Cir.), cert. denied, 474 U.S. 818 (1985) (false statements to a government agency). The same is true for §7206 . 2 See United States v. Flake [84-2 USTC ¶9985 ], 746 F.2d 535, 537-38 (9th Cir. 1984), cert. denied, 469 U.S. 1225 (1985)(§7206(1) ); United States v. Holecek [84-2 USTC ¶9638 ], 739 F.2d 331, 336-37 (8th Cir. 1984), cert. denied, 469 U.S. 1218 (1985)(§7206(2) ); United States v. Greenberg [84-1 USTC ¶9509 ], 735 F.2d 29, 31 (2d Cir. 1984(§7206(1)); United States v. Whyte [83-1 USTC ¶9185 ], 699 F.2d 375, 379 (7th Cir.1983)(§7206(1) ); United States v. Gaines, 690 F.2d 849, 858 (11th Cir. 1982)(§7206(1) ); United States v. Strand [80-1 USTC ¶9309 ], 617 F.2d 571, 573-75 (10th Cir.), cert. denied, 449 U.S. 841 (1980)(§7206(1) ); United States v. Taylor [78-1 USTC ¶9474 ], 574 F.2d 232, 235 (5th Cir.), cert. denied, 439 U.S. 893 (1978)(§7206(1) ); United States v. Romanow [75-1 USTC ¶9153 ], 509 F.2d 26, 28-29 (1st Cir. 1975)(§7206(1) ); but see United States v. Null [69-2 USTC ¶9641 ], 415 F.2d 1178, 1181 (4th Cir. 1969)(§7206(1) ).

We agree that materiality under §7206(2) is a matter of law for the court to decide, not an issue of fact for the jury. Null represents a narrow exception to the general rule that materiality is an issue of law. In Null, this court affirmed a conviction under §7206(1) where the trial court had submitted the materiality issue to the jury. No one objected to that aspect of the case; instead, the defendant argued that the court should have further instructed the jury on a de minimis violation defense. This court affirmed the submission of the more limited materiality instruction as proper under §7206(1) . Placed in its proper context, the Null holding does not control our decision as to materiality under §7206(2) , and we hold today that materiality is a matter of law for the court to decide.

III.

On the second day of trial, Rogers arrived about fifty minutes late, and three witnesses testified in his absence. Before testimony began, the court asked defense counsel where he was, but counsel did not know, and the court proceeded without further inquiry. To limit the effects of his absence, the court made transcripts of the testimony available the next day and allowed Rogers the opportunity to recall the three witnesses.

Rule 43 3 requires the defendant's presence "at every stage of the trial," although a continued presence is not required under certain circumstances. One such circumstance is a voluntary absence without compelling justification, which constitutes a waiver of the right to be present. See United States v. Peterson, 524 F.2d 167, 184-85 (4th Cir. 1975), cert. denied, 423 U.S. 1088, 424 U.S. 925 (1976). The right, however, "cannot cursorily, and without inquiry, be deemed by the trial court to have been waived simply because the accused is not present when he should have been." United States v. Beltran-Nunez, 716 F.2d 287, 291 (5th Cir. 1983). The court should try to find out where the defendant is and why he is absent, and should consider the likelihood the trial could soon proceed with the defendant, the difficulty of rescheduling and the burden on the government. Peterson, 524 F.2d at 185; United States v. Tortora, 464 F.2d 1202 (2d Cir. 1972). Typically, these factors will favor proceeding without the defendant in multi-defendant trials only. Tortora, 464 F.2d at 1210 n.7.

The court below inquired of defense counsel regarding Rogers ' whereabouts, but did nothing else. This is not sufficient to establish a waiver of his rule 43 right, particularly in a single defendant trial, and the court abused its discretion by proceeding without further investigation. A rule 43 violation, however, is subject to harmless error analysis. United States v. Reynolds, 489 F.2d 4, 8 (6th Cir. 1973). We find the court's erroneous decision to proceed to be harmless because of the brief nature of Rogers ' absence, the overall strength of the government's case, the consistency throughout all of the testimony, and the availability of transcripts the next day which he could have used by recalling the witnesses for further cross examination.

IV.

On cross examination, the prosecutor asked Rogers about more than twenty misdemeanor worthless check convictions in North Carolina . Rogers argues that the convictions were inadmissible because there was no showing they "involved dishonesty or false statement." Fed. R. Evid. 609(a). The government counters that under North Carolina law, worthless check convictions involve dishonesty or false statements under all circumstances. We agree.

North Carolina has two worthless check statutes. One requires acting "with intent to cheat and defraud another." N.C. Gen. Stat. §14-106 (1986). The second statute requires knowledge that the maker or drawer has insufficient funds. N.C. Gen. Stat. §14-107 (1986). The North Carolina Supreme Court has stated that under §14-107, a check is a representation that there are sufficient funds that, "if known to be untrue, is a false pretense." Nunn v. Smith, 270 N.C. 374, 154 S.E.2d 497, 501 (1967). Therefore, both statutes define crimes involving dishonesty or false statement, and Rogers ' convictions for worthless checks were properly admitted under rule 609 as a matter of law. No additional showing was required.

V.

During closing argument, the prosecutor made a number of inflammatory remarks intended to gut whatever credibility Rogers had as a witness. While much of it was excessive and uncalled for, defense counsel did not object so we review for plain error. See United States v. Garza, 608 F.2d 659 (5th Cir. 1979). Given the strength of the government's case, we do not find that the argument affected Rogers ' substantial rights. Fifteen witnesses testified similarly regarding Rogers ' tax preparation scheme, so it is doubtful that the prosecutor's remarks had any impact. They amounted to harmless overkill, not plain error.

None of Rogers ' issues on appeal constitute reversible error, so we affirm his conviction on all counts.

AFFIRMED.

1 In relevant part, 26 U.S.C. §7206 provides:

Any person who -

(2) Aid or assistance.--Willfully aids or assists in or procures, counsels, or advises the preparation or presentation under, or in connection with any matter arising under, the internal revenue laws, of a return, affidavit, claim, or other document, which is fraudulent or is false as to any material matter, whether or not such falsity or fraud is with the knowledge or consent of the person authorized or required to present such return, affidavit, claim, or document;

shall be guilty of a felony. . . .

2 Subsection (1) directly prohibits false statements by the taxpayer while subsection (2) applies to those, such as tax preparers, who aid or assist the taxpayer in making such statements. Therefore, cases involving materiality under either section are relevant to our inquiry.

3 Rule 43. Presence of the Defendant

(a) Presence Required. The defendant shall be present at the arraignment, at the time of the plea, at every stage of the trial including the impaneling of the jury and the return of the verdict, and at the imposition of sentence, except as otherwise provided by this rule.

(b) Continued Presence Not Required. The further progress of the trial to and including the return of the verdict shall not be prevented and the defendant shall be considered to have waived the right to be present whenever a defendant, initially present

(1) is voluntarily absent after the trial has commenced (whether or not the defendant has been informed by the court of the obligation to remain during the trial), or

(2) after being warned by the court that disruptive conduct will cause the removal of the defendant from the courtroom, persists in conduct which is such as to justify exclusion from the courtroom.

(c) Presence Not Required. A defendant need not be present in the following situations:

(1) A corporation may appear by counsel for all purposes.

(2) In prosecutions for offenses punishable by fine or by imprisonment for not more than one year or both, the court, with the written consent of the defendant, may permit arraignment, plea, trial, and imposition of sentence in the defendant's absence.

(3) At a conference or argument upon a question of law.

(4) At a reduction of sentence under Rule 35.

Concurring Opinion

WIDENER, Circuit Judge

I concur in the result, and, as well, I concur in all of the opinion except that I would give a different reason for reaching our result in Part V thereof. I would not consider the remarks made by the United States Attorney in closing argument because no objection was made; neither was there a motion for mistrial, which should have been required. United States v. Socony-Vacuum Oil Co., 310 U.S. 150, 238-239 (1940); Dennis v. General Electric Corp., 762 F.2d 365, 366-367 (4th Cir. 1985); United States v. Elmore [70-1 USTC ¶9275 ], 423 F.2d 775, 780-782 (4th Cir. 1970).

 

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