2290
Forfeiture Policy Directive 02-1Guidelines and Procedures for
Restoration of Forfeited Property to Crime Victims via Restitution in lieu
of Remission
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November 25, 2002
I. Purpose
The guidelines and procedures set forth in this policy directive are
intended to expedite the transfer of forfeited property to the victims of the
crimes underlying forfeitures, or related offenses, by releasing forfeited
property, in appropriate cases, to satisfy victim restitution orders in
forfeiture-related criminal cases in lieu of requiring such victims to
petition the Attorney General for remission of the forfeited property.
II. Authority
With respect to property ordered forfeited under the criminal forfeiture
statutes, the Attorney General has statutory authority to:
. . . grant petitions for remission or mitigation of
forfeiture, restore
forfeited property to victims of a violation of [the applicable chapter
or subchapter], or take any other action to protect the rights of
innocent persons which is in the interest of justice and which is not
inconsistent with the provisions of [the applicable chapter or
section] . . . .
18 U.S.C. §§ 1467(h)(1) (obscene material); 1963(g)(1), 2253(h)(1)
(sexual exploitation of minors); 21 U.S.C. § 853(i)(1) (controlled
substances); and by incorporation of 21 U.S.C. § 853(i)(1) by
reference,
18 U.S.C. §§ 793(h)(3) and 794(d)(3) (espionage); 982(b)(1) (money
laundering and other offenses).
In civil forfeitures also, the Attorney General is authorized to decide
petitions for remission or mitigation. See, e.g., 18 U.S.C.
§ 981(d), 21 U.S.C. § 881(d). In addition, 18 U.S.C.
§ 981
authorizes the Attorney General, in section 981 civil forfeitures, to transfer
the forfeited property "as restoration to any victim of the offense giving
rise to the forfeiture, including, in the case of a money laundering offense,
any offense constituting the underlying specified unlawful activity." 18
U.S.C. § 981(e)(6).
The authority of the Attorney General to grant petitions for remission
or mitigation in criminal and civil judicial forfeitures is delegated to the
Chief, Asset Forfeiture and Money Laundering Section, Criminal Division
(AFMLS) by title 28, Code of Federal Regulations, Part 9 (28 CFR 9), at 28
CFR 9.1(b)(2). In addition, the Attorney General has delegated to the Chief,
AFMLS, the authority pursuant to any civil or criminal forfeiture statute
enforced or administered by the Department of Justice (e.g. 18 U.S.C.
§§ 981(e)(6), 1963(g)(1) and 982(b)(1) (incorporating 21 U.S.C.
§ 853(i)(1)), "to restore forfeited property to victims or take other
actions to protect the rights of innocent persons in civil or criminal
forfeitures that are in the interest of justice and that are not
inconsistent with the provisions of the statute." Attorney General Order No.
2088-97 (June 14, 1997). Accordingly, in appropriate cases, the Chief of
AFMLS has discretionary authority to authorize the "restoration" of
forfeited property to compensate victims by means of court-ordered
restitution.
Pursuant to this "restoration" authority and applying the Guidelines for
Restoration Decisions set forth in section III below and the Procedures for
Restoration Decisions set forth in section IV below, the Chief of AFMLS, in
appropriate cases, may authorize federally-forfeited property or proceeds to
be transferred to the court for use in satisfaction of orders of restitution
entered at sentencing pursuant to 18 U.S.C. § 3363 et seq. Such
authority may be used by the Chief of AFMLS in lieu of the separate authority
and procedures set forth at 28 CFR 9, governing Petitions for Remission or
Mitigation of forfeited property to victims. However, insofar as is reasonably
feasible, such authority will be used to accomplish results that are not
inconsistent with the standards set forth at 28 CFR § 9.8 for
determining
remission of forfeited property to non-owner victims. Additionally, insofar as
may be applicable and not inconsistent with the standards or procedures
herein, the other provisions of 28 CFR Part 9 also shall apply.
III. Guidelines for Restoration Decisions
- Representations. The Chief of AFMLS will grant restoration
requests submitted in accordance with section IV. A. below only when the
U.S. Attorney, or his or her delegee, has informed AFMLS of the following in
writing:
- All known victims have been properly notified of the restitution
proceedings and are properly accounted for in the restitution order;
- To the best of knowledge and belief after consultation with the
seizing agency, the losses described in the restitution order
have been verified and reflect all sources of compensation received by
the victims, including returns on investments, interest payments,
insurance proceeds, refunds, settlement payments, lawsuit awards, and
any other sources of compensation for their losses;
- To the best of knowledge and belief after consultation with the
seizing agency, reasonable efforts to locate additional assets
establish that the victims do not have recourse reasonably available to
other assets from which to obtain compensation for their losses,
including, other assets owned or controlled by the defendant(s); and
- There is no evidence to suggest that any of the victims knowingly
contributed to, participated in, benefitted from, or acted in a
willfully blind manner toward the commission of the offenses underlying
the forfeiture, or related offenses.
- Statutory Authority. The property to be restored must be
forfeited pursuant to a statute that explicitly authorizes restoration or
remission of forfeited property to victims. See, e.g., 18
U.S.C. § 981(e)(6); 18 U.S.C. 982(b)(1) (incorporating the provisions
of 21 U.S.C. § 853(i)(1)); and 18 U.S.C. § 1963(g)(1).
- Pro-Rata. Restoration will be granted only to the victims and in
the amounts described in the court's restitution order, or a pro-rata
percentage based on such amounts.
- Allowed Losses. The losses allowed in the restitution order
should primarily represent monetary losses directly caused by the illegal
activities underlying the forfeiture. The Chief of AFMLS may refuse to grant
restoration where a pro-rata distribution to the victims would be unduly
skewed in favor of one or more victims who suffered non-monetary losses or
losses associated with torts, physical injuries, interest foregone, or
collateral expenses incurred to recover lost property or to seek other
recompense (although such expenses may constitute some of the losses allowed
in the restitution order).
- Priority. Restoration decisions must not prejudice the judicial
or administrative claims of owners, lienholders, and federal financial
institution regulatory agencies pursuant to the Memorandum of Understanding
Governing Financial Institution Reform, Recovery, and Enforcement Act
Forfeiture Cases (FIRREA MOU (USAM
9-119.500)). Such claims shall have the same priority over non-owner
victims in the restoration process as in the remission process. Accordingly,
Petitions for Remission or Mitigation based upon such claims must be decided
by the seizing agency (in administrative cases) or the Chief of AFMLS (in
judicial cases) pursuant to 28 C.F.R. Part 9 and (if granted) paid prior to
payment of restoration decisions. Restoration payments will be made from the
net proceeds remaining after payment of allowed costs, and the claims of
owners, lienholders, and others recognized in the final order of forfeiture
and/or through petitions for remission.
- Petitions for Remission or Mitigation. To expedite resolution of
restoration requests, when necessary, decisions on restoration requests may
be made subject to pending decisions on Petitions for Remission by
owners, lienholders and federal financial institution regulatory agencies
(as opposed to delaying a decision on the restoration request until
after all Petitions for Remission or Mitigation are decided).
IV. Procedures for Restoration Decisions
- Restoration Requests. The U.S. Attorney's Office will forward a
copy of the restitution order to the Chief of AFMLS along with a written
request that property forfeited in the same and/or related civil, criminal,
or administrative forfeiture proceedings be used to compensate the victims
and losses specified in the restitution order. The written request must
identify each asset involved including the seizing agency involved and,
where applicable, the agency seizure number. The request and order shall be
accompanied by the written representations required of the U.S. Attorney, or
his or her delegee, by section III. A. above. In cases where an order of
restitution is anticipated but has not yet been signed and entered, a draft
restitution order may be submitted to AFMLS at any time for an informal
advance decision, which AFMLS will formally finalize after receipt of a copy
of the final restitution order entered. In addition, pursuant to section V.
below, the U.S. Attorney, or his or her delegee, may place a 12-month "hold"
on the final distribution of net proceeds of property subject to civil or
administrative forfeiture pending issuance of a criminal restitution order.
However, such holds will not apply to administrative forfeitures by
non-Department of Justice seizing agencies unless the U.S. Attorney's Office
obtains the written concurrence of the local agency SAC or other appropriate
agency official.
- Time Limits. Restoration requests must be sent to AFMLS within 30
days of the entry of the restitution order in the Consolidated Asset
Tracking System (CATS). The U.S. Attorney's Office must enter restitution
orders in CATS within 5 days of sentencing.
- Evidentiary Basis. U.S. Attorneys' Offices should work closely
with the Probation Office and the investigative agency for the criminal case
in formulating restitution awards to ensure that the victims' losses are
supported by documentary evidence, including invoices and receipts.
- Seizing Agency Investigation. The U.S. Attorney's Office may
direct the investigative agency for the criminal case to investigate the
merits of victims' claims, including, specifically, the claimed losses and
the eligibility of the victims in accordance with section III. A. above.
When requested, the investigative agency shall submit to the U.S. Attorney's
Office a report of its investigation and its recommendation on whether the
victims' claims should be recognized or opposed. The U.S. Attorney's Office
shall forward a copy of the investigative agency's report and
recommendation, if any, to the Chief of AFMLS along with the written request
for restoration approval.
- Decision by AFMLS. Using the Guidelines for Restoration Decisions
set forth above in section III, the Chief of AFMLS will determine, on a
case-by-case basis, whether the restoration request will be granted. In
cases involving assets forfeited administratively by a seizing agency other
than a Department of Justice seizing agency, the Chief of AFMLS will need
the concurrence of that agency in order to grant the restoration request as
to those assets.
- If the Chief of AFMLS denies the restoration request,
AFMLS will advise the U.S. Attorney's Office of the denial, and disposition
of forfeited property to victims will be decided through the Petition for
Remission process pursuant to 28 C.F.R. Part 9. If the Chief of AFMLS grants
the restoration request, AFMLS will forward a copy of the restoration
decision to the U.S. Attorney's Office, and to the U.S. Marshals Service
headquarters (and/or to the appropriate property custodian for any forfeited
property being restored that is not held by the U.S. Marshals Service),
which will coordinate disbursement of the net proceeds of the subject
forfeiture(s) (administrative, civil, and/or criminal), after satisfaction
of allowed costs and any rulings on Petitions for Remission or Mitigation of
Forfeiture filed by owners, lienholders and/or federal financial institution
regulatory agencies under the FIRREA MOU, to the court for satisfaction of
the restitution order. Restoration decisions shall apply to the net proceeds
of any and all property forfeited in related administrative, civil, and/or
criminal forfeiture proceedings not yet distributed to compensate victims of
the offenses underlying the forfeiture, or related offenses.
V. Guidelines for Imposing 12-Month Hold Pending Entry of a
Restitution Order
In appropriate cases (usually fraud cases with forfeited proceeds), the
U.S. Attorney, or his or her delegee, may place a 12-month "hold" on the final
distribution of net proceeds of property subject to civil forfeiture or to
administrative forfeiture by a Department of Justice seizing agency pending
entry of a restitution order.[FN1] The U.S. Attorney's Office will enter the
"hold" in CATS as to each asset (including frozen, indicted, restrained, or
encumbered assets) and the effective date of the "hold" will be the date of
its entry in CATS by the U.S. Attorney's Office. The "hold" will remain in
place for up to 12 months unless it is continued by the seizing agency or
AFMLS at the end of the 12-month period pursuant to section V. B. below or
released by the U.S. Attorney's Office at any time pursuant to section V.C.
below. Once entered into CATS, the "hold" will prevent the seizing agency (in
administrative forfeitures by Department of Justice seizing agencies) or the
Chief of AFMLS (in judicial cases) from granting Petitions for Remission or
Mitigation from non-owner victims. It will also prevent entry or execution of
decisions on any official use or equitable sharing requests. The hold will
have no effect on the forfeiture proceedings governing such property or the
ability to liquidate the property once forfeited or to dispose of the property
as otherwise ordered by the court. Holds will effectively override all
requests for retention or transfer for official use. Further, the hold shall
not prevent processing and, where appropriate, payment of Petitions for
Remission or Mitigation filed by owners and lienholders (pursuant to 28 C.F.R.
Part 9), and federal financial institution regulatory agencies (pursuant to
the FIRREA MOU), or the payment of awards and property management expenses,
and the hold will not prevent decisions to deny, withdraw, or extinguish
Petitions for Remission or Mitigation, or requests for equitable sharing or
official use.
In deciding whether to place a "12-month hold" on proceeds of related
administrative or civil forfeitures, the U.S. Attorney, or his or her delegee,
should consider whether it is more efficient to compensate all victims through
the restoration process or to allow the seizing agency (in administrative
cases) or the Chief of AFMLS (in judicial cases) to proceed with the remission
process. In some cases, it might be better to use the remission process to
provide the victims with at least partial compensation immediately, rather
than to make them wait until completion of a criminal prosecution and entry of
a restitution order to obtain any compensation. On the other hand, if a victim
could use the remission process to obtain a greater percentage of compensation
than similarly situated victims who chose to pursue only the restitution
route, then it might be better to require all victims to be compensated
through the restoration process.
- Notification. The U.S. Attorney's Office will notify, in writing,
the U.S. Marshals Service and the Department of Justice seizing agency (in
administrative cases) or the Chief of AFMLS (in judicial cases) of the
imposition of a 12-month hold. If the U.S. Attorney's Office wishes to place
a hold on the proceeds of any non-Department of Justice agency's
administrative forfeiture, it must notify the local SAC or other appropriate
agency official in writing and obtain written concurrence. Upon entry of a
hold decision, CATS will not allow decisions on non-owner victim petitions,
equitable sharing, or official use requests to be entered for 12 months from
the date of the hold decision, but will continue to allow entry of decisions
on and payments of owner, lienholder, and federal financial institution
regulatory agency petitions, property management expenses, and awards. The
U.S. Attorney's Office will be responsible for monitoring the status of the
hold. If the forfeited property has already been transferred to an owner,
lienholder, or federal financial institution regulatory agency, placed into
official use, or equitably shared, CATS will not accept entry of the hold
decision and will notify the U.S. Attorney's Office.
- Release or Extension of Hold Period. If a restitution order is
not issued within 12 months, the seizing agency headquarters (for
administratively forfeited property) or the Chief of AFMLS (for judicially
forfeited property), after consulting with the U.S. Attorney's Office, may
decide either to continue holding the property pending entry of a
restitution order or to proceed with the petition for remission process for
non-owner victims. Entry of a restitution order in CATS will automatically
extend a hold for 60 days.
- CATS will automatically release the hold if a restitution order is
not issued (and entered into CATS by the U.S. Attorney's Office) or if
the hold period is not extended by the seizing agency or AFMLS within
12 months from the date of the hold decision.
- At any time during the hold period (e.g., when restitution is
denied, or the criminal case is dismissed), after consulting with the
seizing agency or AFMLS, as the case may be, the U.S. Attorney's Office may
release the hold on property to allow the seizing agency or AFMLS to proceed
with the petition for remission process for non-owner victims (as well as
equitable sharing and official use decisions).
- Official Use and Equitable Sharing Requests. Owners, lienholders,
and federal financial institution regulatory agencies (pursuant to the
FIRREA MOU) (in that order) shall have priority over non-owner victims, who
in turn shall have priority over official use requests and equitable sharing
requests. In appropriate cases, the U.S. Attorney, or his or her delegee,
may exempt specific forfeited assets from a 12-month hold to allow for
official use or equitable sharing requests to be granted. Such an exemption
should be granted only where there will be sufficient proceeds from other
forfeited assets to fully compensate any owners, lienholders, federal
financial institution regulatory agencies (pursuant to the FIRREA MOU), and
non-owner victims.
FN 1. The U.S. Attorney's Office's decision to forfeit property
judicially rather than administratively should not be confused with the
"hold," which refers only to the proceeds of a completed forfeiture.
[updated December 2002] [cited in USAM 9-114.200; USAM 9-119.500] | |