===
FILED IN DISTRICT COURT

OKLAHOMA COUNTY
IN THE DISTRICT COURT OF OKLAHOMA COUNTY,

NOV 2 0 2019
STATE OF OKLAHOMA
THE STATE OF OKLAHOMA,
Plaintiff,

)
)
)
)

VS.

)

KENDRA DAISHON COLEMAN,

)
)
)

RIGK 'WARREN
COURT CLIRK
Q'iezz '.

==

No. CF-2019-4488

)

Defendant.

DEFENDANT'S DEMURRER TO THE INFORMATION
OR, IN THE ALTERNATIVE, MOTION DISQUALIFY THE PROSECUTOR
COMES NOW the Defendant, Kendra Daishon Coleman (also referred to herein as "Judge
.Coleman"), by and through counsel, and hereby prays for an Order granting her demurrer to the
Felony Information filed October 28, 2019, pursuant to 22 O.S. §504, or, in the alternative, an Order
from this Comt disqualifying the Oklahoma County District Attorney (hereafter "Prosecutor" or
"State") and request for evidentiary hearing. In support of this Motion, the Defendant shows and
informs the Court as follows:

FACTUAL BACKGROUND

1.

On January 14, 2019, the Defendant was sworn in and assigned to the Criminal

Docket as a District Judge of Oklahoma County.
2.

On May 2i, 2019, the Prosecutor sought the recusal of the Defendant, as a sitting

District Judge in Oklahoma County, related to her assignment to hear the case of State ofOklahoma

v. AntwonDemetris Burks, CF-2017-2859. 1 When the Defendant refused the Prosecutor's demand
for recusal, personal threats were made by Mr. Prater towards the Defendant, a "purported"

1

State v. Burks is a highly publicized dog-mauling case in which Mr. Burks was charged with

manslaughter in the second degree.

 criminal investigation allegedly ensued, and judicial complaints and criminal filings ensued by the
Prosecutor.
3.

The State took no further action related to Judge Coleman presiding over any

criminal or other matter until September 3, 2019 (the day before Burks was scheduled to be set for
trial), when the State presented for an In Camera Hearing requesting Judge Coleman recuse "in all
criminal matters and other matters wherein the State of Oklahoma might be a paity in a civil case
or represent any witnesses in any cases." See Exhibit 7, Hrg. Trans., 9/3/2019, at 4:3-12.
4.

At this hearing, and without pointing to a single piece of evidence on the record in

any case demonstrating Judge Coleman could not preside over such cases in an unbiased and
impartial manner, Mr. Prater, on behalf of the State, proceeded to advise Judge Coleman he had
"filed a judicial complaint on ... you last week ... That complaint contains complaints regarding
your violations of the judicial canons and the laws of the State of Oklahoma regarding campaign
finance ... repo1ting .. .Therefore, Judge, for those reasons, we do not believe that the State of
Oklahoma ... we do believe that our due process has been violated. We have no idea who your
campaign contributors have been. We have no idea who may have undue influence over you. We
have .. .no confidence that. .. you can be a neutral and detached judge in any given matter with
anyone appearing before you." Mr. Prater noted the State also believed Judge Coleman could not
be fair based merely on the fact the District Attorney had filed a judicial complaint against her.
See Exhibit 7, Hrg. Trans., 9/3/2019, at 5:2-7:7 (Emphasis Added). 2

2

In addition to the fact that the State has yet to point to anything on the record indicating Judge
Coleman had shown favoritism toward any attorney or party or had acted biased against the State,
it is ce1tainly a dangerous precedent to allow an attorney to create an appearance of impropriety,
requiring recusal, by filing a judicial complaint against the judge. Such complaint should be used
for clear abuses of power, not as a tool to ensure an attorney need never appear before a judge with
whom it often disagrees.

2

 5.

Judge Coleman denied this in camera blanket request for recusal. See Exhibit 7,

Hrg. Trans., 9/3/2019, 6:11.
6.

On September 4, 201 9, Mr. Prater filed District Attorney ' s Motion to Recuse Judge

Kendra Coleman Pursuant to Rule 15 of the Rules for the District Courts of Oklahoma in the matter

In Re: Recusal of Judge Kendra Coleman, Case No. MI-19-916. See Exhibit 8, DA's Mtn to
Recuse, 9/4/2019.
7.

Though the District Attorney's Motion utilized inflammatory language asserting

Judge Coleman willfully hid campaign contributions and was "seemingly bent on returning
campaign favors," the only "bias" the District Attorney could point to on the paii of Judge Coleman
centered on her ruling in the State v. Burks matter, arguing:
In what would later appear to be no mere random selection, this Comi accepted the Burks
case for trial - a case in which the defendant was represented by an attorney who not only
made substantial monetary contributions to the Court's campaign, but also played a
significant role in other fundraising activities as well. In direct contravention to its
obligations under the Code of Judicial Conduct and longstanding opinions of the Judicial
Ethics Advisory Panel, this Comi proceeded to make a number of pre-trial evidentiary
rulings calculated to cripple the prosecution of the case in favor of her benefactor without
ever disclosing to the District Attorney's Office the fact of defense counsel's campaign
activities. Though the case was only temporarily transferred from Judge Mai on the
morning of trial, this Comt commented that it read the preliminaiy hearing transcripts for
no explicable reason, questioned the veracity of witness testimony, criticized the State's
rationale for filing the charge, excluded photographic evidence depicting the brutality of
the attack, and even attempted to direct the State on how to question its witnesses and how
those witnesses were to testify concerning the nature of the dogs involved in the attack.
This Court's rulings made it evident that it did not want the jury to see the truth; in effect,
this Court sought to give vicious dogs more civil rights than the innocent victim who had
been killed: And to what end? Those answers would soon be apparent.

See Exhibit 8, DA' s Mtn to Recuse, 9/4/2019, at 3-4.
8.

Mr. Prater fmther claimed that "[u]nbeknownst to the State at the time this Court

undertook the Burks case, defense counsel" was a contributor in Judge Coleman ' s campaign. Mr.
Prater further claimed the State was also unaware Judge Coleman's dog had been involved in "an
attack on another animal." According to Mr. Prater's Motion, the State was unaware of this
3

 information on the morning of trial. Mr. Prater, however, did not explain how this information
was learned over the lunch hour.

Mr. Prater also did not explain why, after learning this

information, the State waited until after Judge Coleman ' s rulings were announced related to the
photographs to move for her recusal. See Exhibit 8, DA's Mtn to Recuse, 9/4/2019, at 4.
9.

At the meeting held for Judge Coleman to give her ruling as to the recusal request,

the District Attorney presented with another attorney in her office. Judge Coleman asked why an
additional attorney, who had not been present the day prior, was necessary. The attorney, Jimmy
Harmon, began speaking to Judge Coleman in a disrespectful tone and interrupting her while she
was trying to speak. Judge Coleman advised she would not allow an attorney to speak with her in
a disrespectful tone, interrupt her, or direct her hearing. Mr. Hannon then began an argument with
Judge Coleman, causing Judge Coleman to advise she would allow him to remain in the hearing
but asking him to not speak any further. See Exhibit 9, Hrg. Trans. 9/4/2019, at 4:4-7:16.
10.

Judge Coleman advised Mr. Prater the timing of his blanket request for recusal had

not been lost on her, given it came the day before the hearing to set the State v. Burks matter for
trial and advising based on his conduct and prior conversations between the two, his action in filing
the Motion was done in bad faith because he simply did not like the Court's pretrial rulings. Judge
Coleman also advised she believed the language of Rule 15 applied to individual cases only and
did not allow for blanket recusal requests as to every case on her criminal docket. Mr. Prater
advised he had no authority for his motion, but that nothing prohibited the filing of a blanket
motion. See Exhibit 9, Hrg. Trans. 9/4/2019, at 8:9-19:1.
11.

When Judge Coleman denied Mr. Prater's blanket recusal request, Mr. Prater noted

the Judge had not "acknowledged the fact that I've filed a ... Judicial Complaint against

you ... You feel like ... that has no issue and would not cause any issue with you being biased against

4

 the State of Oklahoma, when you understand that I'm seeking your removal from the bench[?]"
See Exhibit 9, Hrg. Trans. 9/4/2019, at 19:2-14 (Emphasis Added).

12.

Judge Coleman advised, "I don ' t understand that.

I understand you .. . filed a

judicial complaint, but that's okay." See Exhibit 9, Hrg. Trans. 9/4/2019, at 19: 15-17.
13.

Mr. Prater responded: "I am telling you now, I'm seeking [your] removal from

the bench, and I will be contacting the Attorney General this afternoon and asking him to
move forward on a petition to remove you before the Multi-County Grand Jury. You need
to be aware of that, Judge. This is not a threat." See Exhibit 9, Hrg. Trans. 9/4/2019, 19: 18-

25 (Emphasis Added).
14.

On September 17, 2019, a True Bill of Indictment ("Misdemeanor Indictment")

was filed alleging four (4) counts of failing to file Oklahoma income tax returns, in violation of 68
O.S. §240.A, specifically for the tax years 2015, 2016, 2017, and 2018.
15.

Prior to the filing of the Misdemeanor Indictment, Defendant The Honorable

Kendra Daishon Coleman filed the following Oklahoma income tax returns:
a. 2015: Transmitted and Accepted June 6, 2016. [See Form 51 lEF and Drake
2015 Tax Software Report attached as Exhibit 1];
b. 2016: Transmitted October 16, 2017 and Accepted October 17, 2017. [See
OKEF_ACK and 2016 Drake Tax Software Report attached as Exhibit 2];
c. 201 7: Transmitted and Accepted September 12, 2019 [See Form 511 EF and
Drake 2017 Tax Software Repo11 attached as Exhibit 3]; and
d. 2018: Transmitted and Accepted September 13, 2019 [See Drake 2018 Tax
Software Repo11 and Form 51 lEF attached as Exhibit 4; see also Affidavit of
Suzanne Hays attached as Exhibit 5].

5

 [Emphasis added.]
16.

Upon information and belief, false testimony was presented to the Grand Jury by

the State resulting in the fi ling of the Misdemeanor Indictment. The Prosecutor remains silent on
how the falsity of the indictment occurred.
17.

On September 19, 2019, the Defendant filed a Demurrer to the Indictment which

was set for hearing before the Honorable Phillip C. Corley, Judge of the District Court of Payne
County, Oklahoma, on Thursday, October 31, 2019, at 9:00 a.m. at the Payne County Courthouse
in Stillwater, Oklahoma.
18.

On October 28, 2019, the Prosecutor filed an Information (Case No. CF-2019-

4488) charging the Defendant with the crime of knowingly and intentionally failing to file state
income tax returns with the intent to evade payment pursuant to 68 O.S. §2376(A). See Felony
Information with Affidavit of Probable Cause signed by Investigator Randy Johnson attached
hereto as Exhibit 6.
19.

The State' s only response to the Defendant' s Demurrer to Indictment was the filing

of the State's Notice of Dismissal filed October 30, 2019.
20.

At the October 31 , 2019, hearing on the Defendant's Demurrer to the Indictment,

the Honorable Phillip C. Corley accepted the State's dismissal of the Misdemeanor Indictment.
21.

The State admits in the Affidavit of Probable Cause attached to the Felony

Information that, "On September 12, 2019, The Oklahoma Tax Commission received an
Oklahoma State Tax Return from Kendra Daison Coleman, which indicated she owed $1,210 for
tax year 201 7. This amount remains unpaid and is delinquent except for a single $25. 00 payment."
See Exhibit 6 at page 2 of the Probable Cause Affidavit.

6

 22.

Judge Coleman paid State income taxes in the amount of $1 ,400.00 for tax year

2017, evidencing no intent to evade payment of taxes. See Exhibit 10, Coleman 20_17 Federal and
State Tax Return Information Showing Proof of Payment of Income Taxes (Both State and
Federal).
23.

Judge Coleman is working on a payment plan with the Internal Revenue Service

and makes monthly payments on her State income taxes.
ARGUMENT AND AUTHORITIES

I.

The Felony Information Must be Dismissed Because the State Cannot Prove as
A Matter of Law that the Defendant Intentionally Failed to File Her 2017 Taxes
with the Intent to Evade Payment.

Based on the Affidavit of Probable Cause signed by Investigator Randy Johnson on October
28, 2019, and for the reasons set fo1th above, the State cannot demonstrate that the facts stated in the
Inf01mation constitute a public offense pursuant to 22 O.S. §504(4). 22 O.S. §504 sets forth the
following grounds for demUITer to Indictment or Information:
The defendant may demur to the indictment or information when it appears upon
the face thereof either:
1. That the grand jury by which an indictment was found had no legal authority to
inquire into the offense charged, by reason of its not being within the legal
jurisdiction of the county.
2. That it does not substantially conform to the requirements of this chapter.
3. That more than one offense is charged in the indictment or information.
4. That the facts stated do not constitute a public offense.
5. That the indictment or information contains any matter which, if true, would
constitute a legal justification or excuse of the offense charged, or other legal
bar to the prosecution.
A demurrer to the Information pursuant to 22 O.S. §504(4) is limited to those defects which
appear on the face of the Information. State v. Hammond, 1989 OK CR 25, ~5 , 775 P.2d 826,

7

 citing State v. Truesdall, 1980 OK CR 97, ~2, 620 P.2d 427. As the Couti can see from paragraphs
21-23 above, the Felony Information fails as a matter of law because (1) the Defendant filed her
taxes for the tax year 2017; and (2) made payments for taxes owed for the tax year 201 7. How
can anyone possibly be guilty of feloniously refusing to file a tax return with the intent to evade
payment when that person has both filed her tax return and made payments for that tax year prior
to being charged by information? This does not constitute a public offense. Simply put, based on
the facts as alleged, the Defendant cannot be convicted of failing to file her 201 7 tax return while
possessing the intent to invade payment of her taxes for the year 2017 pursuant to 68 O.S. §2376(A).
Therefore, the Felony Information must be dismissed because no public offense exists under the
facts as charged.

II.

The Prosecutor Is Not Impartial And Must Be Disqualified.

The Court is empowered and required to disqualify a prosecutor whenever a couti dete1mines
that the prosecutor has a relationship or interest in the subject matter or to the patties in the case
justifying disqualification. See State v. Hall, 1923 OK CR 220, 217 P. 229; Steeley v. State, 1920 OK
CR 46, 187 P. 821. Oklahoma law forbids a lawyer from continuing in a matter when that lawyer's
personal interests have a reasonable probability of materially limiting the representation of a client. 3
Okla. Stat. tit. 5, Ch. 1, App.3A Rule 1.7(b). This core principle of professional responsibility applies
with full force to prosecutors. An indispensable part of a prosecutor's representation of his client -the State -- in a criminal proceeding is "the impartial prosecution of those accused of crime and the

3

The Restatement, § 125, recognizes that a lawyer is precluded from representing a client " if there
is a substantial risk that the lawyer's representation of the client would be materially and adversely
affected by the lawyer's financial or other personal interests." See also ABA Standards for
Criminal Justice, The Prosecution Function, Std. 3-1.3(±).

8

 duty to see that an accused is accorded a fair trial." Lux v. Commonwealth, 484 S.E.2d 145, 148 (Va.
App. 1997).
The prosecutor's duty is based as much on constitutional law as the Rules of Professional
Conduct. See, e.g., Berger v. US., 295 U.S. 78, 55 S. Ct. 629, 79 L. Ed. 1314 (1935). Moreover, the
prosecutor owes this duty to the State, not just to the defendant. Thus, a prosecutor who does not
adhere to this duty is not properly representing his client. See State v. Williams, 529 A.2d 653, 660
(Conn. 1987), quoting State v. Ferrone, 113 A. 452, 455 (Conn. 1921) ("[the prosecutor's] conduct
and language in the trial of cases in which human life or libe11y are at stake should be forceful, but
fair, because he represents the public interest, which demands no victim and asks no conviction
through the aid of passion, prejudice or resentment.").
Further, prosecutors in our adversarial system have a unique role, beyond that of the usual
advocate, which demands a higher degree of impaitiality and objectivity. "[The prosecutor] is the
representative, not of an ordinaiy paity to a controversy, but of a sovereignty whose obligation to
govern impaitially is as compelling as its obligation to govern at all; and whose interest, therefore, in
a criminal prosecution is not that it shall win a case, but that justice shall be done." Berger, 295 U.S.
at 88. See also ABA Std. 3-l.2(c) ("duty of the prosecutor is to seek justice, not merely to convict").
"A prosecutor has the responsibility of a minister of justice and not simply that of an advocate.
This responsibility carries with it specific obligations to see that the defendant is accorded
procedural justice, that guilt is decided upon the basis of sufficient evidence, and that special
precautions are taken to prevent and to rectify the conviction of innocent persons." Okla. Stat. tit.
5, Ch. 1, App.3A Rule 3.8 Comment. "A prosecutor should not pe1mit his or her professional
judgment or obligations to be affected by his or her own political, financial, business, prope11y, or
personal interests." ABA Std. 3-1.3(f). "A defendant has the right to be treated the same as any

9

 other person in the same circumstances and thus has the right to expect the prosecutor to be free
of the influence of private parties who may have a particular reason for wanting to see the
defendant prosecuted and convicted." People v. Parmar, 104 Cal.Rptr. 2d 31, 86 Cal.App.4 th 781,
797 (2001), citing Eubanks, supra, 14 Cal.4th at pp. 590, 599, 59 Cal.Rptr.2d 200, 927 P.2d 310.
"A motion to disqualify a prosecutor turns on the necessity for independence and
impartiality of the district attorney. A district attorney must be independent of private influences
because our law does not authorize private prosecutions." Id.

"This advantage of public

prosecution is lost if those exercising the discretionary duties of the district attorney are subject to
conflicting personal interests which might tend to compromise their impartiality." Id. Wacoche

v. State, 1982 OK CR 55, ~ 27,644 P.2d 568,574 (holding that "prosecutors ... must at all times
avoid even the appearance of impropriety throughout all phases of a criminal
proceeding")(emphasis added); 4 See State ex rel. Okla. Bar Ass'n v. Miller, 2013 OK 49, ~ 30 n.

43,309 P.3d 108, 121 (citing NDAA National Prosecution Standard (2nd Ed. 1991) [NDAA] and
noting the ABA Standards are similar to the NDAA which confirm that a prosecutor has duties
that go beyond the corollary duty imposed upon prosecutors by constitutional law).
In Miller, the Court described "the dark, unseen, ugly, shocking nightmare vision of a
prosecutor who loves victory more than he loves justice." (Taylor, J. dissenting, declaring he
would have ordered disbarment); NDAA 3-1.1 through 3-1.6 Commentary (stating " [g]iven the
prosecutor's responsibility to seek justice for all the people, there are axioms regarding
investigations that follow. A prosecutor should not conduct an investigation motivated by any
characteristics of the victim or perpetrator that are categories irrelevant to the elements of the crime

4

The appearance of impropriety standard applies to prosecutors and judges.

 or the motive therefore. The prosecutor should not conduct an investigation in an illegal or
improper manner.... ") (emphasis added); NDAA 1-3.1 Conflict Avoidance (stating "[a]

prosecutor should not hold an interest or engage in activities, financial or otherwise, that conflict,
have a significant potential to conflict, or are likely to create a reasonable appearance of
conflict with the duties and responsibilities of the prosecutor's office nor should he or she allow

his or her agents to do so") (emphasis added); NDAA 1-3 .3( d) Specific Conflicts (stating that "t]he
prosecutor should excuse himself or herself from any investigation, prosecution, or other
matter where personal interests of the prosecutor would cause a fair-minded, objective
observer to conclude that the prosecutor's neutrality, judgment, or ability to administer the
law in an objective manner may be compromised") (emphasis added).

A fair-minded, objective observer could easily conclude that the misdemeanor and felony
filings are in retaliation for Judge Coleman's denial of Oklahoma County District Attorney David
Prater's wrongful disqualification attempts. The record reflects at paragraphs 11 and 13 above
that the Prosecutor has admitted his bias:
•

When Judge Coleman denied Mr. Prater's blanket recusal request, Mr. Prater noted the
Judge had not "acknowledged the fact that I've filed a ... Judicial Complaint against
you .. .You feel like ... that has no issue and would not cause any issue with you being biased
against the State of Oklahoma, when you understand that l':m seeking your removal from
the bench[?]" See Exhibit 9, Hrg. Trans. 9/4/2019, at 19:2-14 (Emphasis Added).

•

Mr. Prater responded: "I am telling you now, I'm seeking [your] removal from the
bench, and I will be contacting the Attorney General this afternoon and asking him
to move forward on a petition to remove you before the Multi-County Grand Jury.
You need to be aware of that, Judge. This is not a threat." See Exhibit 9, Hrg. Trans.
9/4/2019, 19: 18-25 (Emphasis Added).

III.

Untruthful Testimony Was Presented to the Grand Jury.

Perjury in this context is the making of a false statement under oath that a matter is true when
in fact the witness or declarant believes the statement to be false. See 21 O.S. §491. The lack of

11

 materiality of the false statement is not a defense to pe1jury. See 21 O.S . §498(b). Whoever procures
another to commit pe1jury is guilty of subornation. See 21 O.S. §504. Moreover, lawyers have an
additional duty of candor to the tribunal and cannot offer untruthful testimony nor allow such
testimony to stand without rectification. Okla. Stat. tit. 5, Ch. 1, App.3A Rule 3.3. The Rule does
not tum on whether the attorney offered the evidence; rather the Rule is designed to assure candor to
the tribunal regardless of who offered the criminal or fraudulent testimony. Id.
On September 17, 2019, a True Bill oflndictment ("Misdemeanor Indictment") was filed
alleging four (4) counts of failing to file Oklahoma income tax returns, in violation of 68 O.S .
§240.A, specifically for the tax years 2015, 2016, 2017, and 2018. Prior to the filing of the
Misdemeanor Indictment, it is undisputed that the Defendant, The Honorable Kendra Daishon
Coleman, filed her Oklahoma income tax returns for the tax years 2015, 2016, 2017, and 2018 .
Upon information and belief, false testimony was presented to the Grand Jury resulting in the filing
of the Misdemeanor Indictment. The Defendant has requested a copy of the transcript of the
testimony given at the proceeding pursuant to 22 O.S. §340(8) and documents pursuant to 22 O.S.
§354(8) at her expense. 5
The Prosecutor owes a duty of candor to the tribunal and cannot offer untruthful testimony
nor allow such testimony to stand without rectification. Okla. Stat. tit. 5, Ch. 1, App.3A Rule 3.3.
The Rule does not turn on whether the attorney offered the evidence; rather the Rule is designed to
assure candor to the tribunal regardless of who offered the criminal or fraudulent testimony. Id. The
Prosecutor remains silent on how the falsity of the indictment occurred. Such a failure undennines
the structural integrity of this case sufficiently to wanant the Prosecutor's disqualification.

5

011 November 18, 2019, Defendant's counsel, Joe E. White, Jr., emailed District Attorney Prater
and First Assistant District Attorney Harmon requesting this information. As of the filing of this
Motion, Mr. White has not received any response.
12

 IV.

Request for Evidentiary Hearing.

The Defendant requests an evidentiary hearing so the trial court can weigh the evidence and
make the necessmy specific findings of fact to suppmt its decision on whether disqualification is
wananted. "Upon presentation of a motion to disqualify for an alleged conflict of interest, the trial
court must hold an evidentiary hearing, and, if the trial court grants the motion to disqualify, the
order of disqualification must include specific findings of fact supporting the decision. " Holden,

P. C. v. Sezin, 2009 OK CIV APP 6, ~10, 202 P .3d 868, citing Piette v. Bradley & Lese berg, 1996
OK 124,

~

2, 930 P.2d 183, 184. Further, such an order may be appealable immediately and on

appeal in such cases, "the function of an appellate court is to determine whether the [trial comt's]
findings are suppo1ted by substantial competent evidence and whether the findings are sufficient
to support the trial comt's conclusions of law." Id., citing Prospective Investment and Trading

Co., Ltd. v. GBK Corp. , 2002 OK CIV APP 113, ~ 13 , 60 P.3d 520, 524."
WHEREFORE, the Defendant prays for an Order dismissing and setting aside the felony
Information filed October 28, 2019, and request for evidentimy hearing or, in the alternative, Order
from this Comt disqualifying the Oklahoma County District Attorney as well as any offending
1t deems just and p
Respectfully submitted,

/

(

JO- E. WHITE, JR.
A #12930
OBA#l8869
CHARLES C. WEDDLE
OBA #30930
KA TE C. THOMPSON
WHITE & WEDDLE, P. C.
630 N.E. 63rd Street
Oklahoma City, Oklahoma 73105
(405) 858-8899
(405) 858-8844 FAX
joe@whiteandweddle.com
charles@whiteandweddle.com
kate@whiteandweddle.com

13

 Attorneys for Defendant,
The Honorable Kendra Coleman

CERTIFICATE OF SERVICE
On this 20th day of November, 2019, a true and correct copy of the within and foregoing
Defendant Kendra Daishon Coleman's Motion to Disqualify Prosecutor was served on the
following:
David W. Prater, Esq.
Jimmy Harmon, Esq.
District Attorney ' s Office
320 Robert S. Kerr Avenue, Suite 505
Oklahoma City, Oklahoma ?_3_!_Ql_ _
.//
,-/

2

~'~
-/

JOE R WHITE,

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Oklahoma Adjusted Gross Income (511, Line 1) or
A<;ljusted Gross Income: All Seurces (511 NR-, Une 7) . . . . . . • . . . . ..
Oklahoma Income Tax and Use Tax (511, Line 21 or 511 NR, Li(le 25) ., , . . .
Oklahoma.Income Tax Payrpents and Credits (511, Line 33 .dr /311 NR; Line 34)
Refund (511, Line 38 or 511 NR, Line 39) . . . . . • . . . . . . . . . . .. .. ,
lil:,:ilan,ceDi.:ie (511, Line 43 or !511 NR, Line44) .. . . . . . . . . . . . . . .. ,

1
2
3
4
5

For a balance due return with an e.lect.ronic payment complete llne 6!:> below, The·due dale

an
Ml PARt rwo

for
el~ctronlc payment is 4-20-16, For a balance due return with a non-electronic payment
enclose a payment with the 511-V and submit on or before the due date of it-18-16.

1:r::=1:.n1;mw@Jmtn.:◊.Nn;1)»tr~tl*-¥S.B.1M'@M!'tnnw:;:rrnmitw:~1rn:tf'!::mtnm11rnrtm:::t'M1
&:mm:r:n1@ntrnm:m:::n:::=:=ntnm=:n:t:nJ

· I conse.rit iha\.rhy refund be-directly d.eposit!ld a~·designaied in the electrorile P.brtl\m.dmy 20ifr9Rialiorn~ lncomeot~x return.
If I tiave·filed a joint return, this Is ah ·irrevocable appointment oftlie oiher spouse as an·agen(to receive \he refund.-

~

~

I .iu\liorize..the.Okiahoma State Treasury and:Jts.deslg'nated Fln·anclai Agenlto inltiate'. ail ACH elecironlc funds withdrawal (direct debit)
entry to,th'e flriariciaf'institutiori ·account indicated In the tax preparation software for pay men~ of my Oklahoma taxes owed on ihls .return
.i.nd/or a p,ayrnent of-e.stirnat.ed tax. I ,:ils9 authiirize the financial Institutions involved in the processing of the electronic payment:ohaxes to.
receive confidential Information necessary lo answer inquiries and resolve issues related to the payment.

If I have fl_l~d ~ baiance·due·return, I understand·that if the 0kl.i.ho.n:ia Tax Oommissioh (OTC) cfoes riot.rec.elve f~il arid 'timeiypaymeritbf my tai< liability; I
will:remalri liable for the tai< liability and all applicable Inter.est and pe·nalties.
0

·Unger p~naltie~ of perJl/ry, I declare·i hav~,.~ornp;,r..ed ihe Information contained on·my retur.n, with Information.I have provided to my Electronic Return
'Orlgln;iio.-r (ERO), ani:rthe \]mounts descri'tied In Part One above, agree with the amounts shown on the ·correspondirig lines of my 2015 Oklahoma income
tax reli.Jrh. To'the best cif iny kriciwiedge a·nd belief, my return is true, coireci, and complet!l. l'i:oriser,t.tlic1t my re/urn, including this declaration and accom•
. panyln~ scheclul.!ls and staiernents,J:1.e sent to the OTC by 1)1Y ERO.
In aMIUon:, by us[~g a computer system '8nd s9.riware to preP.are·and transl)llt my retu.m-el~ctrii:n.icaliy, I consent 1.o.lhe•dls,.ctosure to.. the· Oklahoma Tax
·comnilssion of all infonnation pertaining to my use of the system and s·oftware· and to °theliJ!m;h)lsslon of iny .tax. return ·e1eclronic~lly.
S!!)n

06-06~2016

Your ·Signature.

.

.

. Date

Spoi.Jse•s ,s ·ignature (lfjoinfreturii, both ·musfsfgri)

ba·te

mPARr THREE muw1s.¢.JtAR1:str1:oN:~~•Ma.e:s.rtr1tt.0:w1~:::ro.;mum.ti'u~a.tQ.JNAmma:::uaa.0:ooM~Nmab1mnaaJ$ffA~Rrn@t1::=:=::1
I.declare r h.:ive·reviewed the above taxpayer'.s return and \he eritries on Form 511 EF are complete and correct to the best of my knowledge. (EROs who are
colleckirs ·.are not responsjble for·reviewing the taxpayer'~ return; however, I.hey rilust ensure Form 511 EF accurately reflects the data on the return.) I have
bbtai~~d
taxpayefs signature on Fcirm'511 EF aild I have provided the taxpayer with a copy cif all fomis and Information to be filed with the OTC, and have
followed all olher requirements described In Pub. 1345, Handbook for Electronic Filers of Individual Income Tax Returns (Tax Year 2015). If I am also a Paid
Pr~parer, under penalties of perjury I declare I have examined the above t;,xpayer's retum and accompanying sche(lules and statements; and lo the best of
my °l<nQWIEidge and belief, they are tru.e, correct, and .complete. This Paid Preparer declaration is based on all infomiation of wtiicti I have any knowledge.

the

ERO Oso

Only.
Date
Pai.d ·Preparer
UseOJity

06-0.6.~2016

Firmn~me(oryciurs if self-employcd),
acldressan~ilP

The Hays Group Inc
3-l26 S BlV'd Ste 324
Edmond, Q:K 73013
Pl1one number

4 G5 - 7'1-5 - 0 2 2 5

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 Acknowledgement and General Information for
Taxpayers Who File Returns Electronically

OKEF_ACK

Identification Number

Name(s) as shown on return

Charles

&

2016

Kendra D Coleman

Address

OK 73141

Thank you for participating in IRS e-file.

1. ~

Your 2016 state income tax return for

OKS 11

The electronic filing seivices were provided by
2.

D

Your return w as accepted on

was filed electronically.

The Hays Group Inc

_ _ _ _ _ _using a Personal Identification Number (PIN) as your electronic

signature. You entered a PIN or authorized the Electronic Return Originator (ERO) to enter or generate a PIN
for you.
The submission ID assigned to this return is

PLEASE DO NOT SEND A PAPER COPY OF THE TAX RETURN TO THE
STATE. IF YOU DO, IT WILL DELAY THE PROCESSING OF THE RETURN.

OKEF_ACK .LO

 EXHIBIT 

ijD'iake 2017 fo:i Suflw~1~

File EF Tools Reports l-asl'Yw Data Setup Help
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DO NOT MAIL OKLAHOMA TAX RETURN - FORM 511 OR FORM 511NR
See instructions to determine if you are required to send Form 511 EF to the OTC.

2017
Form 511EF

OKLAHOMA INDIVIDUAL INCOME TAX DECLARATION FOR ELECTRONIC FILING
Your fi rst name and middle initial

Last name

Your social
security number

Kendra D Coleman
If a joint return, spouse's first name and middle initial

Last name

Spouse's social
security number

Mailing address (number and street, including apartment number, rural route or PO Box)

Filing status

Oklahoma Cit
0PARTONE

2
3
4
5

OK

73141

Total number of exemptions

ll]

@::ill

TAX RETURN INFORMATION (WHOLE DOLLARS ONLY)

Oklahoma Adjusted Gross Income (511, Line 7) or
Adjusted Gross Income: All Sources (511 NR, Line 7)
. . . . . . . . . ... .
Oklahoma Income Tax and Use Tax (511, Line 22 or 511 NR, Line 26)
Oklahoma Income Tax Payments and Credits (511, Line 33 or 511 NR, Line 34)
Refund (511, Line 38 or 511 NR, Line 39) . . . . . . . . . . . . . . . . . . . . .
Balance Due (511, Line 43 or 511 NR, Line 44) . .. .. . . . . . . . . . . . . .
For a balance due return with an electronic payment complete line 6b below. The due date for an electronic payment is April 20th. For a
balance due return with a non-electronic payment enclose a payment with the 511-V and submit on or before the due date of April 15th. If the
Internal Revenue Code (IRC) of the IRS provides for a later due date, your payment may be made by the later due date and will be considered
timely. If the due date falls on a weekend or legal holiday when OTC offices are closed, your payment is due the next business day.

0 PART TWO
~

DECLARATION OF TAXPAYER

I consent that my refund be directly deposited as designated in the electronic portion of my 2017 Oklahoma income ta x return.
If I have filed a joint return, this Is an irrevocable appointment of the other spouse as an agent to receive the refund .
I authorize the Oklahoma State Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit)
entry to the financial institution account indicated in the tax preparation software for payment of my Oklahoma ta xes owed on this return
and/or a payment of estimated ta x. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to
receive confidential information necessary to answer inquiries and resolve issues related to the payment.

If I have filed a balance due return, I understand that if the Oklahoma Tax Commission (OTC) does not receive full and timely payment of my tax liability, I
will remain liable for the tax liability and all applicable interest and penalties.
Under penalties of perjury, I declare I have compared the information contained on my return, with information I have provided to my Electronic Return
Originator (ERO), and the amounts described In Part One above, agree with the amounts shown on the corresponding lines of my 2017 Oklahoma income
tax return . To the best of my knowledge and belief, my return is true, correct, and complete. I consent that my return, including this declaration and accompanying schedules and statements, be sent to the OTC by my ERO.
In addition, by using a computer system and software to prepare and transmit my return electronically, I consent to the disclosure to the Oklahoma Tax
Commission of all information pertaining to my use of the system and software and to the transmission of my tax return electronically.
Sign

09-12-2019

Here:

Spouse's Signature (If joint return, both must sign)

Date

Your Signature

Date

0 PART THREE ._I-'-D.:._E_C_LA_RA_T_l-'-O_N"""'O_F_E_L_E_C_T_R_O_N_IC_R_ET_U_R_N_O_R_IG_I_NA_T_O_R_,.__(E_
:R_O_,_)_A_N_D_P_A_I_D_P_R_E_
·P_A_R_E_R_~
I declare I have reviewed the above ta xpayer's return and the entries on Form 511EF are complete and correct to the best of my knowledge. (EROs who are
collectors are not responsible for reviewing the taxpayer's return; however, they must ensure Form 511EF accurately reflects the data on the return.) I have
obtained the taxpayer's signature on Form 511EF and I have provided the taxpayer with a copy of all forms and information to be filed with the OTC, and have
followed ail other requirements described in Pub. 1345, Handbook for Electronic Filers of Individual Income Tax Returns (Tax Year 2017). If I am also a Paid
Preparer, under penalties of perjury I declare I have examined the above taxpayer's return and accompanying schedules and statements, and to the best of
my knowledge and belief, they are true, correct, and complete. This Paid Preparer declaration is based on all information of which I have any knowledge.
ERO Use
Only

_ _ __ _ _ __ _ _ _ _ _ _ __0_9_-_1_2_-_2_0_1 9 - -- -- - - - - - ERO or Paid Preparer's Signature

Date

PTIN

Paid Preparer
Use Only

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _0_9_-_1_2_-_2_019 - -- - - - - - - - Paid Preparer Signature

Firm name (or yours if self-employed),
address and ZIP

Dale

The Hays Group Inc
3126 S Boulevard Ste 324
Edmond, OK 73013
Phone number

4 0 5 - 715 - 0 2 2 5

PTIN

 EXHIBIT 

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iACKDala: 04/12-ACK Gode-A
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-COLEf.lAN.KEtlDRAO

EDATA)
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.

Ac..
... Phone Number
. ·Ack Da
.

 DO NOT MAIL OKLAHOMA TAX RETURN - FORM 511 OR FORM 511NR
See instructions on page 2 to determine if you are required to send Form 511 EF to the OT

2018
Form 511EF

OKLAHOMA INDIVIDUAL INCOME TAX DECLARATION FOR ELECTRONIC FILING
Your first name and middle initial

Last name

Your social
security number

Kendra D Coleman
If a joint return, spouse's first name and middle initial

Last name

Spouse's social
security number

Mailing address (number and street, including apartment number, rural route or PO Box)

Filing status

Oklahoma Cit

0 PART ONE
2
3
4
5

OK

73141

Total number of exemptions

[J

[QJI]

TAX RETURN INFORMATION (WHOLE DOLLARS ONLY)

Oklahoma Adjusted Gross Income (511, Line 7) or
Adjusted Gross Income: All Sources (511 NR, Line 7) . . . . . . . . . . .. .
Oklahoma Income Tax and Use Tax (511, Line 22 or 511 NR, Line 26)
Oklahoma Income Tax Payments and Credits (511, Line 33 or 511 NR, Line 34)
Refund (511, Line 38 or 511 NR, Line 39) . . . . . . . . . . . . . . . . . . . . .
Balance Due (511, Line 43 or 511 NR, Line 44) . . . . . . . . . . . . . . . . . .
For a balance due return with an electronic payment complete line 6b below. The due date for an electronic payment is April 20th. For a
balance due return with a non-electronic payment enclose a payment with the 511-V and submit on or before the due date of April 15th. If the
Internal Revenue Code (IRC) of the IRS provides for a later due date, your payment may be made by the later due date and will be considered
timely. If the due date falls on a weekend or legal holiday when OTC offices are closed, your payment is due the next busin"ess day.

0PARTTWO

~

DECLARATION OF TAXPAYER

I consent that my refund be directly deposited as designated in the electronic portion of my 2018 Oklahoma income tax return.
If I have filed a joint return, this is an irrevocable appointment of the other spouse as an agent to receive the refund.
I authorize the Oklahoma State Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit)
entry to the financial institution account indicated in the tax preparation software for payment of my Oklahoma taxes owed on this return
and/or a payment of estimated tax. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to
receive confidential information necessary to answer inquiries and resolve issues related to the payment.

If I have filed a balance due return, I understand that if the Oklahoma Tax Commission (OTC) does not receive full and timely payment of my tax liability, I
will remain liable for the tax liability and all applicable interest and penalties.
Under penalties of perjury, I declare I have compared the information contained on my return, with information I have provided to my Electronic Return
Originator (ERO), and the amounts described in Part One above, agree with the amounts shown on the corresponding lines of my 2018 Oklahoma income
tax return. To the best of my knowledge and belief, my return is true, correct, and complete . I consent that my return, including this declaration and accompanying schedules and statements, be sent to the OTC by my ERO.
In addition, by using a computer system and software to prepare and transmit my return electronically, I consent to the disclosure to the Oklahoma Tax
Commission of all information pertaining to my use of the system and software and to the transmission of my tax return electronically.
Sign

09-13-2019

Here:

Date

Your Signature

Spouse's Signature (If joint return, both must sign)

Date

0 PART THREE ._I_D_E_C_LA_RA_T_I_O_N_O_F_E_L_E_C_T_R_O_N_IC_R_E_TU_R_N_O_R_IG_I_N_A_TO_R_,_(E_R_O_,_)_A_N_D_P_A_I_D_P_R_E_P_A_R_E_R_ ___,
I declare I have reviewed the above taxpayer's return and the entries on Form 511 EF are complete and correct to the best of my knowledge. (EROs who are
collectors are not responsible for reviewing the taxpayer's return; however, they must ensure Form 511 EF accurately reflects the data on the return.) I have
obtained the taxpayer's signature on Form 511EF and I have provided the taxpayer with a copy of all forms and information to be filed with the OTC, and have
followed all other requirements described in Pub. 1345, Handbook for Electronic Filers of Individual Income Tax Returns (Tax Year 2018). If I am also a Paid
Preparer, under penalties of perjury I declare I have examined the above taxpayer's return and accompanying schedules and statements, and to the best of
my knowledge and belief, they are true, correct, and complete. This Paid Preparer declaration is based on all information of which I have any knowledge.
ERO Use
Only

_ __ _ _ __ _ _ _ _ _ _ _ _0_9_-_1_3_-_
2_019 - -- - - - - - - ERO

or Paid Preparer's

Signature

Date

PTIN

Paid Preparer
Use Only

_
_ _ _ _ _ _ _ _ _ _ _ _ _ _0_9_-_1_3_-_2_019 - -- - - - - - - - Paid Preparer Signature
Date

Firm name (or yours If self-employed),
address and ZIP

The Hays Group, Inc.
3126 S Boulevard Ste 324
Edmond, OK 73013
Phone number

4 0 5 - 715 - 0 2 2 5

PTIN

 EXHIBIT 

AFFIDAVIT
STATE OF OKLAHOMA

)
)
COUNTY OF OKLAHOMA)

SS:

I, Suzanne Hays, of legal age and being first duly sworn, state of my own personal
lmowledge and information:
1.

I make this Affidavit based upon my own personal knowledge and

information. The matters set fo1th herein are true and correct to the best of my personal
knowledge and information.

If called upon to testify under oath, I would testify in

conformity with this Affidavit regarding its subject matter.
2.

That I am an Enrolled Agent and the President of The Hays Group, Inc.

3.

The Hays Group, Inc. offers, among other things, individual and business

tax preparation and accounting services.
4.

That The Hays Group, Inc. was retained by Kendra D. Coleman to prepare

and file her federal and Oklahoma state individual tax returns.
5.

That I or an associate accountant prepared Kendra D. Coleman's

individual federal and Oklahoma state tax retmns for the ta.'C years 2015, 2016, 2017, and
2018 .
6.

That I filed an extension to file Kendra D. Coleman's individual federal

and Oklahoma state tax returns for the tax years 2015, 2016, 2017, and 2018.
7.

That I electronically filed Kendra D. Coleman's individual federal and

Oklahoma state tax returns for the tax years 2015, 2016, 2017, and 2018.
8.

According to the records kept in the ordinaiy comse of my business

Kendra D. Coleman' s federal and Oklahoma state tax returns were filed as follows: 2015

 - federal and Oklahoma state tax returns transmitted and accepted June 6, 2016; 2016 federal and 'Oklahoma state tax returns transmitted October 16, 2017, federal return
accepted October 16, 2017 and Oklahoma state tax return accepted October 17, 2017;
2017 - federal and Oklahoma state tax returns transmitted and accepted September 12,
2019; and 2018 - federal and Oklahoma state tax returns transmitted and accepted
September 13, 2019.
Further, Affiant sayeth not.

f

Subscribed and sworn to before me this / ft,...,day of September, 2019.

My Commission Expires:

(SEAL)

2

 EXHIBIT 

CF19104482

Case#:

, INFORMATION

IN THE DISTRICT COURT, IN AND FOR OKLAHOMA COUNTY, STA TE OF OKLAHOMA
State of Oklahoma

)

PLAINTIFF,

)
)
)

VS .

KENDRA D COLEMAN

INFORMATION

) , -en 1N Di'S,.,.,P1t·T
, \ ,\ --·~ r.
,--,,oUR'f
_
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DEFENDANT.

(Cf= 2UJ9,~ 4 4 88

)

Q /L".H~J:\ et-i

_, .

OCT 2 B 20\9

RICK \v'ARREN

IN THE NAME AND BY THE AUTHORITY OF THE STATE OF OKLAHOMA, COMES NO\\COURT CLERK
DA YID W, PRATER
THE DULY ELECTED, QUALIFIED AND ACTING 9~J BlCI.A.+:J;:0RNEY''m"'
AND FOR OKLAHOMA COUNTY, DISTRICT NO. 7, ST ATE OF OKLAHOMA, AND ON HlS OFFICIAL OATH INFORMS THE
DISTRICT COURT TilA T
COUNT

I : ON OR ABOUT FROM THE 16TH DAY OF OCTOBER, 2018, TO THE I 2TH DAY OF
· - SEPTEMBER, 2019, -THE CRIME 0F-FAILURE TO FILE STATE IN Ce ME TAX RETURN WAS- FELONIOUSLY COMMITTED IN OKLAHOMA COUNTY, STA TE OF OKLAHOMA, BY
KENDRA D. COLEMAN, AN OKLAHOMA RESIDENT AND PERSON REQUIRED TO FILE A
STATE INCOME TAX RETURN BY RECEIVING INCOME IN EXCESS OF THE SUM OF THE
STANDARD DEDUCTION AND THE PERSONAL EXEl\1PTION, WHO KNOWINGLY AND
INTENTIONALLY FAILED TO FILE A STATE INCOME TAX RETURN AS REQUIRED BY
LAW WITH THE INTENT TO EV ADE PAYMENT OF STA TE INCOME TAXES CONTRARY TO
THE PROVISIONS OF SECTION 2376(A) OF TITLE 68 OF THE OKLAHOMA STATUTES AND
AGAINST THE PEACE AND DIGNITY OF THE STA TE OF OKLAHOMA.

-

DAVID W. PRATER
DISTRICT KrTORNEY-;-DISTRICTNO: 7 - - -OMA COUNTY, OKLAHOMA
0

(___

CT,'.\.TTORNEY

Report Date and Time: I 0/28/2019 12 :0 I

 Case#:

INFORMATION

CF19104482

I HA VE EXAMINED THE FACTS IN THJS CASE AND RECOMJvlEND THAT AW ARRANT DO ISSUE, (22 O.S .: 231 ).
DAVID W. PRATER

DISTRICT ATTORNEY, DISTRICT NO. 7
OKLAHOMA COUNTY, OKLAHOMA
BY

- - - - - - - - - - - - - -- ASSISTANT DISTRICT ATTORNEY

NAME OF WITNESSES
OKLAHOMA COUNTY CLERK
320 ROBERTS KERR FLR 2
OKLAHOMA CITY, OK 73102

JERRY LEONARD
201 NW 63D STR STE210
- O.Kb-AH0MA- CITY, OK 731 I 6 - - -

Report Date and Time: 10/28/2019 12:01

RANDY JOHNSON
OKLAHOMA COUNTY DISTRICT ATTORNEY
505 COUNTY OFFICE BLDG.
OKLAHOMA CITY OK, 73102

 IN THE DISTRICT COURT 
OF OKLAHOMA CDUNTV AFFIDAVIT OF
STATE OF OKLAHOMA PROBABLE CAUSE

VS.

Coleman. Kendra Dalson BIF 04mm; ssu 
:21 Park AM, ch. OK 73102

STATE 0' DKLAHO MA)

1) Retusal to Filegetum with gtent to

Evado anmgm 0! Taxes: 050 Title 58.
Chapter 1. 2376 A (1 count)

I. Randy Jonnsan. have over :1 years or law enlomemem experience at the city and
county levels. I have over 2312 hours ol training the Oklahoma Council on
Law Enlurcement Education and Training. I have been omitted as a peace tn the
state of Oklahoma and the Oklahoma District Attorney's Councll currently employs me as
a state pallce omcer. lam presently assigned to Oklahoma Judicial Oklahoma
County; as a criminal In my capacity, as an Investigator, I have developed the
following lnlurmation.

During the tax year 2017, Kendra Daison Coleman resided and worked in the State or
Oklahoma and reported earning a gross income of 365.693. The statutory deadline to
tile taxes for the 2017 tax year was April, 15, 2018. ll Ms. Coleman tor an extension
to file her 2017 tax return, her filing deadline would have been extended to Oclaber 15,
2018. Kendra Dalson Coleman tailed to tile a state tax return by either statutory
deadline.

Prevlously. Kendra Dalson Coleman has filed an Oklahoma Stale Tax Return on time for
the tax years 012008 and 2009 when the State 0' Oklahoma owed her a relund.

Kendra Dalson Coleman tiled an Oklahoma State Tax Return alter the extension
deadlines tor the tax years 2010. where she owed $2,300, 2011. where she owed
$2011; 2012. where she owed 52.440 and 2014. where she owed $7,352, The
Okahoma State Tax Commission tax warrants against Kendra Dalson Coleman
for each 01 these years because she again tailed to pay the taxes she owed to the
Oklahoma Tax Commission. The 2010, 2012. and 2014 warrants were issued under the
name of Kendra D. Gill.

Kendra Daison Coleman filed an Oklahoma State Tax Return late bul wllhin the
extension lime period tor the tax years 2015, where she owed $2.629 and 2016, where
she owed $3,898. The Oklahoma Slate Tax Commission issued tax warrants against
Kendra Daison Coleman for both at these years because although she tiled her tax
returns, she did not pay the taxes she owed to the Oklahoma Tax Commission

On January 7, 2016, the Internal Revenue Service issued a tax lien against Kendra
Daison Coleman under the name of Kendra D. Gill for tax years 2010, 2011, 2012 and
2013 for unpaid federal taxes.
On January 9, 2016, the Internal Revenue Service issued a tax lien against Kendra
Daison Coleman under the name of Kendra D. Gill for the tax year of 2014 for unpaid
federal taxes .
On June 1, 2018, the Internal Revenue Service issued a tax lien against Kendra Daison
Coleman for the tax years of 2015 and 2016 for unpaid federal taxes. The total federal
tax liens levied by the Internal Revenue Service against Ms. Coleman total $83,926 .18.
On August 20, 2019, the Oklahoma Tax Commission sent Kendra Daison Coleman a
letter informing her that they had not received a state tax return for 2017 with a list of
taxes still owed from previous years.
_

On September 4, _2019, _District Attorney David Prater filed a Motion to _Recuse Judg~ .
Kendra Coleman in Oklahoma County District Court for unrelated matters.
On September 11, 2019, The Daily Oklahoman published an article about Kendra
Daison Coleman's failure to pay taxes to the Oklahoma State Tax Commission and the
Internal Revenue Service
On September 12, 2019, the Oklahoma Tax Commission received an Oklahoma State
Tax Return from Kendra Daison Coleman, which indicated she owed $1,210 for tax year
2017. This amount remains unpaid and is delinquent except for a single $25.00
payment.
Records of the Oklahoma Tax Commission indicated that as of September 13, 2019,
Kendra Daison Coleman owed a combined $23,674.83 for tax years 2011, 2012, 2015,
2016, and 2017.
On October 2, 2019, the Oklahoma Multicounty Grand Jury indicted Kendra Daison
Coleman on four counts of failing to File Income Tax Returns, including count three for
the tax year of 2017.
Kendra Daison Coleman's biography indicates that she received a bachelor's degree in
accounting from Fort Valley State University where she was on a full academic
scholarship, a Master's Degree in Business Administration from Oklahoma City
University, and a Juris Doctor degree from Oklahoma City University School of Law. Ms.
Coleman is currently employed as an Oklahoma County District Judge earning $139,298
annually.
·
This pattern of failure to timely file tax returns and pay taxes to both the state and federal
government:, demonstrates Kendra Dai son Coleman's •tntent to evade her state inco; ,1e
tax liability during years she owed substantial amounts of money. However, during the
years the Oklahoma Tax Commission owed Kendra Daison Coleman a tax refund, she
filed her state ta x returns in a timely manner. This behavior demonstrates_ that Kendra
Daison Coleman was aware of her obligaiion to file state tax returns and pay state
income taxes, but failed to file a state tax return for tax year 2017 until approximately
eleven (11) months past the extension deadline, and only after her failure to do so had

 been widely publicized, in an effort to evade payment of income taxes to the Oklahoma
Tax Commission .

This information is presented to establish probable cause that a crime has been
committed and that crime was committed by the named party. This is not and should not
be construed as a fact by fact recounting of the case.

Based on the above listed facts I submit that there is sufficient evidence to establish
probable cause for charges of:
1) Refusal to File Return with Intent to Evade Payment of Taxes : OSC Title 68, Chapter
1, Section 2376 A (1 count)
THIS INCIDENT OCCURRED IN OKLAHOMA CITY, OKLAHOMA COUNTY, STATE OF
OKLAHOMA.

/ .y

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;: ~~,,----=-======:::::::::--.. . ,--·--·· --- ..

~2/ £::..:.
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.-·c:!c:
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-- 4,h:Z
.

INVf ~n"t(y Johnson
Subscribed and sworn before me this
My Commission Expires: 4 . . ato,
My Commission#: 3 00 '-f l..l ?a'

fJ. ~..\AA_

day of

6c.:t

20.J!l.

d.-3

This court having conducted a probable cause determination for the above named person's arrest
without a warrant finds :

_ _ _ Probable cause for the person's arrest existed at the time of the arrest.
Arraignment before a Magistrate is ordered
_ _ _ Probable cause for the person's arrest did NOT exist at the time of the arrest.
The person is ordered released from custody immediately.
Done this _ __

day of _ _ _ _ _ _ , 20_, at _ _ _ _m.

Judge of the District Court

 EXHIBIT 

THE DISTRICT COURT OF OKLAHOMA COUNTY
STATE OF OKLAHOMA

1
2
3

STATE OF OKLAHOMA

)

)

4

) Case No.

5

)
)

6

Petitioner,

i

V

7
8

HONORABLE KENDRA COLEMAN,
DISTRICT. JUDGE,

9

10

Respondent.

_________________

~(Q)~W

)
)
)
)
)
)
)
)

11

12

********************

13

TRANSCRIPT OF IN CAMERA HEARING

14

HAD BEFORE THE HONORABLE KENDRA COLEMAN
DISTRICT JUDGE

15
ON THE 3RD DAY OF SEPTEMBER, 2019

16

********************
17
18
19
20
21
22

23

REPORTED BY:

24

Marlena Brown, C.S.R.
Official Court Reporter
321 Park Avenue
Oklahoma City, Ok 73102

25

DISTRICT COURT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 ii

i

t

1

APPEARANCES

2
3
4
5
6

DAVID W. PRATER, District Attorney, 505 County Office
Bldg 320 Robert S. Kerr Ave, Oklahoma City, OK 73102,
appearing on Behalf of the State of Oklahoma.
JIMMY HARMON, First Assistant District Attorney, 505
County Office Bldg 320 Robert S. Kerr Ave, Oklahoma
City, OK 73102, appearing on Behalf of the State of
Oklahoma.

7
8

BOB RAVITZ, Chief Public Defender, 320 Robert S. Kerr
Room 611, Oklahoma City, OK 73102, appearing on behalf
of the Defendant.

9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
DISTRICT COURT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 iii

1

INDEX
Pg.

2
3

Proceedings ... . .. . .... . . . ...... . ........ .. . .

4

4

Reporter's Certificate .... . ................ .

10

5

6
7

8
9

10
11

12
13

14
15

16
17
18

19
20

21
22
23

24
25
DISTRICT COURT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 4

(The following proceedings were

1
2

held In Camera, September 3,

3

2019:)

4

MR. PRATER: Your Honor, this morning I

5

come to you representing the State of Oklahoma

6

in all criminal matters and other matters

7

wherein the State of Oklahoma might be a party

8

in a civil case or represent any witnesses in

9

any cases. And pursuant to Rule 15, ask this

10

Court to disqualify yourself and recuse

11

yourself from all matters that would involve

12

the State of Oklahoma.
I've asked Mr. Ravitz to be here, not as a

13

14

movant in this matter, but as someone who

15

represents the majority of the criminal

16

defendants in

17

uh -- just to be part of this. Just to assure

18

that there are no concerns about any ex parte

19

communications with the Court.

in this courthouse. And uh --

The Rule 15 is unclear as to whether or

20
21

not the opposing party is to be here or not. I

22

be li eve that it is appropriate, th ough, in --

23

in

24

But I want to make it clear, he is not a moving

25

party here, the State of Oklahoma is by --

in this case for Mr. Ravitz to be here.

DISTRICT COURT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 5

1

2

through me and my office, Judge.
I need to make the Court aware that I

3

filed a judicial complaint on -- on you last

4

week, Judge. That matter is private and

5

confidential and shall not be disclosed in a

6

public forum. That's why we are obviously, here

7

in chambers, Judge. That complaint contains

8

complaints regarding your violations of the

9

judicial canons and the laws of the State of •

10

Oklahoma regarding campaign finance report --

11

reporting.

12

Because you have filed late, but most

13

importantly, have intentionally and willfully

14

refused to file your 2018 -- your last 2018

15

campaign report, Judge, I believe that you are

16

in violation of the~- of the Ethics Rules, and

17

also the -- the Laws of the State of Oklahoma.

_ 18

You're in violations of the judicial canons

19

Rule 3.15, 4.1 and 4.4. And generally, in

20

violation of your oath of office to uphold and

21

comply with the rules and the laws of the State

22

of Okl a h oma .

23

Therefore, Judge, for those reasons, we do

24

not believe that the State of Oklahoma -- that

25

I -- we do believe that our due process has
DISTRICT COURT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 6

1

been violated. We have no idea who your

2

campaign contributors have been. We have no

3

idea who may have undue influence over you. We

4

have uh -- no confidence that we are fully

5

aware of -- of uh -- that -- that -- you can be

6

a neutral and detached judge in any given

7

matter with anyone appearing before you.

8

for those reasons, we're asking you to

9

disqualify yourself from all cases involved in

10

So

the State of Oklahoma.
THE COURT: Okay. I thank you.

11

I will not.

12

So, you can continue with the rest of your Rule

13

15. I will say

14
15

REPORTER: Can you speak up just a little
bit, Judge.

16

THE COURT: Actually,

I won't say. I'll

17

just say I won't. Anything else? Anyone else

18

like to add to the record?

19

MR. PRATER: Yes, ma'am.

20

THE COURT: Okay.

21

MR. PRATER: We will -- we will be filing

22

a--

23

THE COURT: The motion?

24

MR. PRATER: -- a motion of the -- it's a

25

little bit sticky because one of our -DISTRICT COURT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 7

iI

1

obviously, one of our alleged reasons that we

2

believe you can't be fair to the State at this

3

time is because we have in fact filed a

4

judicial complaint against you. Not just the

5

contents of said complaint, but also the fact

6

that a judicial complaint does exist. That

7

cannot be disclosed in a public forum.
So, even though this might seem odd. Even

8
9

,.

though I've just asked you to disqualify off

10

all these cases, I'm also asking that -- that

11

-- you allow me to file under seal the judicial

12

complaint and then I will allege uh -- all of

13

the other uh -- uh -- allegations that we uh --

14

that we will put forth in a motion in an open

15

manner. But, I'm going to seal the judicial

16

complaint and make it part of the motion so

17

that this is not open for public inspection at

18

this time, it be considered later.

l.

THE COURT: I will allow -- I will

19
20

definitely allow the judicial complaint to be

21

filed under seal. What I will do before I -- I

22

will actually delay or defer my response to

23

this request until after speaking to counsel,

24

so

25

MR. PRATER: Until when?
DISTRICT COURT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 10

THE DISTRICT COURT OF OKLAHOMA COUNTY
STATE OF OKLAHOMA

1

2
3

STATE OF OKLAHOMA

)
)

4

) Case No.

Plaintiff,

5

6

V

7

8

HONORABLE KENDRA COLEMAN,
DISTRICT JUDGE,

9

10

Respondent.

__________________

)
)
)
)
)
)
)
)
)
)
)
)
)

11

12
13

CERTIFICATE OF THE COURT REPORTER
I, MARLENA L. BROWN, Certified Shorthand

14

Reporter and Official Court Reporter for Oklahoma

15

County, do hereby · certify that the foregoing

16

transcript in the above-styled case is a true,

17

correct, and complete transcript of my shorthand

18

notes of the

19

cause.
2019 .

20
21
22

Marlena L. Bro , CSR and
Official Court Reporter in. i ~rid, for the
State of Oklahoma
/f .
.,;rL·,;,i ; . P, , ,1.t"{~·~·tnit¥'·~1r!f
Certificate No. 1782

23

24
25
DISTRICT COURT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 EXHIBIT 

FILED IN DISTRICT COURT
OKLAHOMA (;OUNTY

IN THE DISTRICT COURT OF OKLAHOMA COUNTY SEP O4 2019
STATE OF OKLAHOMA
R{CK YiAR.REN

In Re: Recusal of Judge Kendra Coleman

)
)
)

COURT CLERK

-----------

27

Case No.

)
)

ORDER GRANTING MOTION TO FILE EXHIBIT A TO THE DISTRICT
ATTORNEY'S MOTION TO RECUSE JUDGE KENDRA COLEMAN UNDER
SEAL
Now before the Court is the District Attorney's Motion File an Exhibit under Seal.
For good cause shown, the Comi hereby finds that the Motion to File an Exhibit under Seal
should be granted.

(~.,,

IT IS THEREFORE ORDERED, ADJUDGED, AND DECREED ihtlt'Erltt~o~~

l{P'i:)is'ffict"Aitomef's-M0fro-n-w-R-®Gt1&&--Judge-If@Rdi:a..Celen~Rtr:te-M-cf--th~
'lt,iuteroftb:e1'istrtct"&rt:t1't-erf-8Malwnra-rs-lrere15ystrnta±rrehxhibit A to the District
Attorney's Motion to Recuse Judge Kendra Coleman Pursuant to Rule 15 of the Rules of
the District Court of Oklahoma shall be filed under seal.
IT IS SO ORDERED tlus

A

day'~fSeptember, 2019.

 FILED 1N DISTRICT COURT
OKLAHOMA COUNTY

IN THE DISTRICT COURT OF OKLAHOMA COUNTiEP O4 2019
STATE OF OKLAHOMA

RICK WARREN

)

27-------

In Re: Recusal of Judge Kendra Coleman

)
)
)
)

COURT CLERK

Case No.

DISTRICT ATTORNEY'S MOTION TO RECUSE JUDGE KENDRA COLEMAN
PURSUANT TO RULE 15 OF THE RULES FOR THE
DISTRICT COURTS OF OKLAHOMA
INTRODUCTION
"Every litigant is entitled to nothing less than the cold neutrality of an impartial judge."

Clark v. Bd. of Educ., 32 P.3d 851, 854 (Olda. 2001). It is an elementary concept. Yet for its
elegant simplicity, its impact is profound. Just as profound is this Court's disobedience to the law
- a fact for which justice now demands recusal.
Political scandals are nothing new, but their frequency led the people of the State of
Oklahoma to adopt constitutional amendments designed to ensure that their government is
conducted by officers who are independent, impatiial, and unburdened by conflicts of interest.
Upon a vote of the people, the Ethics Commission was created and empowered to promulgate
rnles for the ethical conduct of campaigns, investigate violations of those rules, and impose
punishment therefor. Okla.Const. art. 29, §§ 2-4. Precisely because cainpaign contributions
present an opportunity ripe for undue influence, the Rules of the Ethics Commission require
quarterly rep01is of contributions and expenditures to be submitted on behalf of candidates for
state office. 74 O.S . Supp.2015, Standard 257 10-1-13 .

 Much like the Ethics Rules, the Code of Judicial Conduct exists to ensure we have a fair
and impartial judiciary. As recognized by the Preamble: "The United States legal system is based
on the principle that an independent, imp~rtial, and competent judiciary, composed of men and
women of integrity, will interpret and apply the law that governs our society. Thus, the judiciary
plays a central role in preserving the principles of justice and the rule of law." Preamble, Code of
Judicial Conduct, Title 5, Ch. 1 Appx. (2011). To ensure that candidates for judicial office do not

tarnish the integrity of the judiciary through their campaign activities, the Code requires
compliance with not only Ethics Commission rules but others governing campaign contributions.
Rule 3.15, 4.1, 4.4, Code ofJudicial Conduct, Title 5, Ch. 1 Appx.(2011). Included among these
rules is a prohibition against soliciting or accepting campaign contributions more than 180 days
before the beginning of the filing period for judicial office. Rule 4.4, Code of Judicial Conduct,
Title 5, Ch. 1 Appx. (2011).
In direct disregard to the rule of law and in open defiance of the very principles for which
the rules exist to protect, this Court has intentionally violated both the Rules of the Ethics
Commission as well as the Code of Judicial Conduct. Not only did this Court begin accepting
campaign contributions more than 180 days prior to the start of the filing period for office, it has
actively concealed the sources of contributions received in a concerted effort to prejudice the
District Attorney's Office. Though this Court's final quarterly Campaign Contributions and
Expenditure Rep01t was due to be filed on or before January 31, 2019, the repmt has remained
unfiled for seven months.

More egregiously, the report remains unfiled despite repeated

reprimands and even fines by the Ethics Commission for failure to do so.

2

 Sadly, at the expense of justice and integrity, this Court's deceit does not end with the
failure to timely file the Campaign Contributions and Expenditure Report. In fact, a reviewing
court or tribunal need look no further than this CoUii's actions in State v. Antwon Burks, Case No.
CF-2017-2859, to see that this Court has allowed campaign contributions to influence both her
decisions and judicial demeanor. At issue was a charge of Manslaughter in the Second Degree
arising out of the mauling death of an elderly woman by vicious dogs owned by the defendant and
known by him to be dangerous based upon their prior attacks. The case came on for trial on May
20, 2019, before the assigned judge, the Honorable Natalie Mai. However, when Judge Mai gave
priority to another case for jury trial, Burks was included among other cases sent to the Chief
Judge pursuant to local court Rule 6 for potential reassignment to another available judge for the
sole pmpose of conducting the trial.
In what would later appear to be no mere random selection, this Court accepted the Burks
case for trial - a case in which the defendant was represented by an attorney who not only made
substantial monetary contributions to the Court's campaign, but also played a significant role in
other fundraising activities as well. In direct contravention to its obligations under the Code of
Judicial Conduct and longstanding opinions of tl1e Judicial Ethics Advisory Panel, this Court proceeded to make a number of pre-trial evidentiary rulings cal_culated to cripple the prosecution
of the case in favor of her benefactor v,1ithout ever disclosing to the District Attorney's Office the
fact of defense coU11sel's campaign activities. Though the case was only temporarily transfened
from Judge Mai on the morning of trial, this Cami commented that it read t½.e preliminary hearing
iranscripts for no explicable reason, questioned the veracity of witness testimony, criticized the
State's rationale for filing the charge) excluded photographic evidence depicting the brutality of
3

 the attack, and even attempted to direct the State on how to question its witnesses and how those
witnesses were to testify concerning the nature of the dogs involved in the attack. This Court's
rulings made it evident that it did not wish the jury to see the tmth; in effect, this Court sought to
give to vicious dogs more civil rights that the innocent victim who had been killed. And to what
end? Those answers would soon be apparent.
Unbelmownst to the State at the time this Court unde1iook the Burks case, defense counsel
was one of the top five individual campaign contributors according to the Court's first 2018
quaiierly Campaign Contributions and Expenditure Repmi and a co-sponsor of a campaign
fundraiser. In fact, defense counsel believed his _own_campaign involvement in support of this
Comi was so significant that he even requested its opponent and then sitting incumbent District
Judge Michele McElwee to recuse from a case he had before her prior to the election. Als.o
undisclosed was info1mation that this Court' s own dog was involved in an attack on another
animal - an attack severe enough to require this Cami's payment of the injured dog's veterinai·y
expenses. Upon learning ofinfonnation that reasonably called into question this Court's bias, the
State sought its recusal from the matter. Rather than approaching the request witl1 the cold
neutrality demanded of the judiciru:y, this Court outwaJ:dly displayed its contempt for the District
Attorney's Office in a most unusual and injudicious fashion. This Court not only chastised the
District Attorney for seeking her recusal in front of an invited audience of her campaign
supporters, but also undertook a defense of her impartiality complete with a Pm111erPoint
presentation concerning its own dog.
Because the Burks case was temporarily transfened to this Court for the purposes of trial
alone, when the case was left untried, Rule 6 mandated that it be returned to Judge Mai as the

4

 regularly assigned District Judge. On this point, the language of Rule 6 is plain and unequivocal.
There it states: "The Chief Judge shall return all untried cases to the assigned judges at the end of
each week's jury term for resetting on the trial docket of the assigned judge." Rule 6(B)(3), Rules

of the Seventh Judicial and Twenty-Sixth Administrative Districts (2018). In fact, the case was
expressly ordered to be returned to Judge Mai's docket. With the case returned to its assigned
judge, the State abandoned its efforts to have this Comi recused, as the matter had become moot
- or so it had seemed at the time.
Despite the plain language of Rule 6, on May 30, 2019, defense counsel in Burks filed a
motion to have the case remain on this Court's docket. Holding no regard for the Rules of the
Ethics Commission and the Code of Judicial Conduct, it would come as no surprise that this Court
would hold the local court rules in equal disregard. Accordingly, on June 21, 2019, this Comi
entered an order attempting to reset the case on its trial docket - a tactic which failed in light of
the express order of the Chief Judge. Discontent with the notion that its pretrial rulings would
have no binding effect on another district judge and seemingly bent on returning campaign favors,
this Court crossed boundaries of appropriate judicial conduct once again. In an act that reveals
the depths of this Court's bias against the District Attorney's Office and its desperation to retain
a case involving one of its biggest campaign contributors, this Court approached Judge Mai in a
private conversation and urged that she not accept return of the Burks case. Judge Mai rightly
refused this Court's in1proper request. Months later and for unrelated reasons, Judge Mai recused,

sua sponte; yet, the Burks case found its ,vay to the permanent assignment of this Court's docket.

In the face of unprecedented and shocking disregard for the rule of law by a District Judge
,vho is sworn to uphold it with steely neutrality, the District Attorney confirmed that this Corui's

5

 Campaign Contributions and Expenditure Report remains untiled. When asked directly about
persons who made campaign contributions in its favor, this Comt has as recently as the date of
filing the instant motion declined to provide such information to the District Attorney's Office.
When asked directly when its Campaign Contributions and Expenditure Rep01i could be expected
to be filed, this Court refused to provide such infonnation. Despite reasonable and objective
concerns about this Comi's neutrality towards the District Attorney's Office, this Court has
remained steadfastly obstinate in its chosen a course of action to flaunt the law and conceal
evidence.
These circumstances compel one conclusion and one alone - this Court is blatantly and
willfully subverting the very provisions put into place by the people when they sought to enshrine
within the Oldahoma Constitution protections against corruption of government officials. For
each day this Comt sits in judgment of parties appearing before it, no one - neither the pa1iies,
their counsel, nor the public - can be assured that the decisions being rendered have not been
influenced by campaign contTibutions or other circumstances that this Court is actively
endeavoring to conceal. For each day this Court sits in judgment, a core tenant underlying our
entire system of justice is violated; namely, that "U]udges should maintain the dignity of judicial
office at all times, and avoid both impropriety and the appeai;ance of impropriety in their
professional and personal lives. They should aspire at all times to conduct that ensures the greatest
possible public confident in their independence, impartiality, integrity, and competence."
Preamble, Code ofJudicial Conduct, Title 5, Ch. 1 Appx. (2011).

ARGUMENT AND AUTHORITY

6

 This Court's willful refusal to timely comply with the Rules of the Ethics Commission and
open defiance to the Code of Judicial Conduct present circumstances which not only have the
appeaxance of impropriety but are so egregious as to rise to the level of a violation of the Due
Process Clause of the Fourteenth Amendment to the United States Constitution, and Article 2,
Sections 6 and 7 of the Oklahoma Constitution. As such, the State of Oklahoma moves this CoUlt
to recuse pursuant to Rule 15 of the Rules of the District Comt.
Rule 15 of the Rules of the District Comt provides the procedures fo be followed by a party
seeking the recusal of a judge. Rule 15, Rules for the District Courts of Oklahoma, Title 12, Ch.
2, Appx. (2019).

This Court has previously denied the State's in camera request for

disqualification. In so doing, this Court has ignored its obligations to avoid even the appearance
of impropriety. As aptly stated by the Oklahoma Supreme Court:
Canon 3(E) of the Code of Judicial Conduct ... provides that a judge should
might
disqualify
himself or herself in a proceeding in which the judge's impartiality
.
.
reasonably be questioned, including, but not limited to instances where the judge
has a personal bias or prejudice concerning a party or a paity's lawyer. ·where there
are circumstances that cause doubts as to a judge's partiality, it is the judge's duty
to disqualify, not\vithstanding the judge's personal belief that he or she is impartial.
When such circumstances exist, the -error, if any, should be made in favor of the
disqualification rather than against it. Justice may satisfy the appearance of justice,
even though this stringent rule may sometimes bar trials by judges who have no
actual bias and who would do their very best to weigh the scales of justice bet\veen
contending paiiies.

Casey v. Casey, 270 P.3d 109, 112 (Okla. 201 l)(internal citations omitted).
Both the United States Supreme Court and Oklahoma Supreme Comi have recognized that
not every campaign contribution by an attorney or litigant appearing before the comt requires a
judge's disqualification. Caperton v. A.T Massey Coal Co., Inc., 556 U.S. 868, 884 (2009);

Pierce v. Pierce, 39 P.3d 791, 798 (Olda. 2001). However, the Oldahorna Supreme Comi has

7

 held that campaign contributions do have the potential to create an appearance of partiality where,
for example, a lawyer makes substantial campaign contributions to the judge and otherwise
participates in significant campaign efforts. Pierce, 39 P.3d at 798. The Court's decision in

Pierce, guided the Judicial Ethics Advisory Panel's Opinion No. 2007-03. There, the Panel
addressed the question of whether a judge must recuse from a case in which one of the attorneys
made a minimal $50.00 campaign contribution and placed yard signs for the judge. The Panel
found such modest campaign activities did not warrant disqualification. However, the Panel made
unequivocally clear that even those minimal activities by counsel did not relieve the comt of its
other obligations under the Code of Judicial Conduct. Specifically, the Panel stated: "Although .
campaign information concerning donations are readily available on the internet or directly from
the Ethics Commission, an attorney should not be forced to seek out such information. The

duty to disclose, as hereinafter discussed,falls upon the judge and not the lawyer.'' 2007 OK
JUD ETH 3, 162 P .3d 986, 986-87 (emphasis added). "[T]he judge should disclose on the record

any information which the judge believes the parties or their attorneys might consider relevant to
J

the question of disqualification." Id. (emphasis added).
Even the United States Supreme Court has held that a judge's failure to recuse where there
is evidence of significant campaign contributions can reach constitutional proportions. Caperton,
556 U.S. at 876. After all, "[i]t is axiomatic that a fair trial in a fair tribunal is a basic requirement
of due process." Id. "Due Process requires an objective inquiry into ,,;vhether the contributor's
influence on the election under all the circumstances would offer a possible temptation to the
average judge to lead him not to hold the balance nice, clear and true." Id. at 885. Proof of actual
bias is not necessary before a due process violation may be found to exist; rather, the relevant

8

 inquiry is whether, as an objective matter, the circumstances show there to be a probabili1.y of
actual bias on the paii of the court. Id. at 884-86. Under this sta11dard, this Cami's failure to
disclose significant campaign and outside influences; active concealment of evidence of and
information relevant to the question of bias; open criticism of the State's evidence and filing
decisions; theatrical rejection of the State's request for disqualification before

fill

audience of

campaign supporters; and its refusal to recuse in light of the District Attorney's pursuit of extrajudicial relief from this Court's disobedience to the law would leave an outside observer no room
for doubt that there is the probability of actual bias against the District Attorney's Office.
There can be no question, that this Court's defiance to the Rules of the Ethics Commission
a11d the Code of Judicial Conduct casts a dark shadmv on the sanctity of the judiciary. This Corui' s
deliberate actions have repeatedly operated to conceal the very evidence that might demonstrate
actual bias or private interest in any particular case; this concealment, without more, creates doubt
as to this Court's cold neutrality to all litigants appearing before it. Of course, without neutrality
towai·ds all litigants, one ca11 only question this Court's very fitness to serve upon the esteemed
bench. What's more, this Comt has displayed open hostility towards the District Attorney's
Office that has escalated in retaliation for bringing its wrongdoing to light. This Court, s persistent
refusal to disqualify in the face of recent action undertaken by the District Attorney to enforce the
rule oflaw only solidifies the appearance of paiiiality against the District Attorney in all criminal
and civil matters which his office might appear. See Exhibit A attached hereto and filed under

9

 seal.1 Under these circumstances; this Court's refusal to disqualify presents a violation of
constitutional magnitude.
Respectfully submitted,

~2~

DA"VID W. PRATER, OBA# 15,496
DISTRICT ATTORNEY
320 Robert S. Kerr, Suite 505
Oklahoma City, OK 73102
Phone: (405) 713-1600
Fax: (405) 713-1749

CERTIFICATE OF SERVICE
This is to certify that a true and conect copy of the above and foregoing instrument ,~.,as
hand-delivered to the following on the date of filing:
Robert A. Ravitz
Chief Public Defender
320 Robe1t S. Ken- Avenue
Oldahoma City, OK 73102

1

Specific reference to the document filed 1mder seal is prohibited by law. However, the District Attorney
reserves the right to make additional arguments based thereon in support of the instant request for
disqualification.

 EXHIBIT 

THE DISTRICT COURT OF OKLAHOMA COUNTY
STATE OF OKLAHOMA

1
2

)

- ----+--- - - - - - - - - - - - - - - - - - - - -~

Petitioner,
5

6

vs.

7
8

HONORABLE KENDRA COLEMAN,
DISTRICT JUDGE,

9

10

)'- - - - - - - - - - - - - - -1-- -

) Case No.

4

Respondent.

______________ ___

)
)
)
)
)
)
)
)
)
)
)
)
)

11

12

********************

13

TRANSCRIPT OF IN CAMERA RECUSAL HEARING

14

HAD BEFORE THE HONORABLE KENDRA COLEMAN
DISTRICT JUDGE

15
ON THE 4TH DAY OF SEPTEMBER, 2019

16

********************
17
18
19
20
21
22

23

REPORTED BY:

24

Marlena Brown, C.S.R.
Official Court Reporter
321 Park Avenue
Oklahoma City, Ok 73102

25

DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 ii

1

APPEARANCES

2

- -3- - DAVTD- w-. - PRATER-, - D1.-s-t r i-ct - A:tto-rrrey-, - 5-t)-5- eourrty
______o_f_fi_c_e_ Bldg_ 3_2_0_ Robert_ S . Ken:~ Ave, Oklahoma Ci ty_, _______ 1_ _ __
4
OK 73102, appearing on Behalf of the State of
Oklahoma.
5

6
7
8
9

JIMMY HARMON, First Assistant District Attorney, 505
County Office Bldg 320 Robert S. Kerr Ave, Oklahoma
City, OK 73102, appearing on Behalf of the State of
Oklahoma.
BOB RAVITZ, Chief Public Defender, 320 Robert S.
Kerr Room 611, Oklahoma City, OK 73102, appearing
on behalf of the Defendant.

10
11

12
13
14
15
16
17
18
19

20
21
22

23
24

25
DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 iii

~

1

INDEX
Pg.

2
----

-

· -3-

----

Proceedings .........- .- .- .- .- .- .- .- .- .- .- .- .- .- .- .- .- . -. -. -. -. -. -. -. - - -4- - - - - - - - - ---------------

4

Reporter's Certificate.. . . . . . . . . . . . . . . . . . . . .

25

5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
i'

24
25

DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

--

---

 4

1

(The following proceedings were

2

held In Camera, September 4,

3

THE COURT: We are back here in reference

4
5

to Mr. Prater's request that I recuse from all

6

matters involving the State of Oklahoma. I have

7

a couple of

8

the purpose of Mr. Harmon being here?
MR. PRATER: He's my First Assistant,

9

10

well, one quick question, what's

Judge.
THE COURT: And you couldn't do this by

11

12

yourself? I'm just asking was there a reason or

13

are you just training him or he's just here?
MR. PRATER: No. In matters where we've

14
15

handled situations like this before, Mr.

16

Rowland, previous to Mr. Harmon appeared with

17

me.

18

THE COURT: Always?

19

MR. PRATER: I believe so, yeah.

20

MR. HARMON: Are you asking that I leave,

21

Judge? I'm not clear with what your questioning

22

is?

23
24
25

THE COURT: No. If I wanted you to leave,
I'm very clear I would say, would you leave.
MR. HARMON: Well, good.
DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 5

1

THE COURT: I just want to -- I'm sorry?

2

MR. HARMON: Well, good. I'm just not sure

3

why ·you're questioning my presence.

4

THE COURT: I'm not really sure --

5

MR. HARMON: I'm here representing the

6

State of Oklahoma.

7

THE COURT: If you 'll stop. If you'll stop.

8

I'm not sure why you're questioning me. And so ,

9

now, I am going to ask that you leave.

10

MR. PRATER: No, Judge. He -- he -- he's --

11

he's a representative of the State of Oklahoma,

12

Judge.

13

14

THE COURT: Well, here is the thing. Let me
be clear.

15

MR. PRATER: Sure.

16

THE COURT: What your staff is not going to

17

do, and maybe you need to have a conversation

18

with him, but he's not going to be

19

disrespectful to me.

20

MR. PRATER: He was not.

21

THE COURT: Yes, he was. He interrupted me,

22

which I don't allow on my bench. And he thinks

23

he can direct me telling me "good." I'm not

24

questioning his presence here. I can question

25

whatever I want to in my courtroom. So.
DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 6

1
2

MR. HARMON: How was I disrespectful to
you?

3

THE COURT: In how you were speaking to me.

4

MR. HARMON: I -- uh --

5

THE COURT: And how you overtalked me in

--

6

this -- and there is a recording. But what I'm

7

going to ask you to do is no longer talk to me.

8

If Mr. Prater, for the record, wants you to

9

stay in here, I will allow it, but you're not

10

going to be disrespectful to me.

11

MR. HARMON: I was not.

12

THE COURT: You were.

13

MR. HARMON: I was not.

14

THE COURT: You were, and I'm -- you are

15

now, and I'm going to ask you to stop arguing

16

with me. Arn I clear?

17

MR. HARMON: I disagree with what --

18

THE COURT: Arn I clear?

19

MR. HARMON: -- disrespect.

20

THE COURT: Do you understand me?

21

MR. HARMON: Of course I understand you.

22

THE COURT: Oka y . Thank you. And I'm go ing

23

to ask you to not speak anymore.
MR. HARMON: And what is the basis for

24
25

that?
DISTRICT COOT OF OKLAHOMA -- OFFICIAL . TRANSCRIPT

 7

1

2
3

4
5
6

THE COURT: Excuse me. Mr. Prater, is this
how you run your office?
MR. PRATER: Judge, I don't think you need
to be concerned about how I run my office.
THE COURT: Well, I'm concerned about what
he's doing in my office. And -- and -- and

7

MR. PRATER: Your Honor --

8

THE COURT: -- I'm not comfortable with

9

--

what is going on

10

MR. HARMON: And what is going on?

11

THE COURT: The disrespect. And so, if you

12

if he had nothing to say yesterday, I don't

13

know what his presence here is about. This is

14

supposed to be a private request. That's why I

15

asked what he was doing here. But I don't need

16

the -- I don't need the lip.

17

18

MR. PRATER: Judge, it is a private
request.

19

THE COURT: Okay.

20

MR. PRATER: He represents

21

THE COURT: We're going to move forward.

22

MR. PRATER: -- the State of Oklahoma.

23

THE COURT: We're going to move forward.

24

We're going to move forward. I don't need the

25

lip, though.
DISTRICT COOT OF OKLAHOMA -- OF.F ICIAL TRANSCRIPT

 8

1

MR. HARMON: There was no lip.

2

THE COURT:

It was. And you keep on. You

3

keep on doing it. So,

4

record,

5

recording.

I'm glad that there is a

and I'm glad actually that there is a

6

MR. HARMON: Me too.

7

THE COURT: I'm very disappointed. Anyway,

8
9

moving forward.
Mr. Prater, the timing of your blanket

10

recusal request yesterday morning is not lost

11

on me.

12

randomly reassigned to me after your office

13

previously botched the Rule 15 Recusal.

14

going to slide by you, Ms. Marlena.

15

For the record, the Burks' case that was

I'm

And that case number is CF-2017-2859. The

16

Burks'

17

reassigned to me after your office previously

18

botched the Rule 15 recusal request is set to

19

choose a trial date on my docket today, which

20

we will do.

21

case that was randomly -- that randomly

It seems to me that you've realized you

22

don't get do - overs on that cas e , in particular.

23

So you thought you'd try this.

24

assure you that it is a no-go. Rule 15 is case

25

specific and not to be used as an attempt to

And I will

DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 9

1

remove me from the criminal docket, as is your

2

obvious goal.
Do you have authority that says different

3
I

4
5

about Rule 15?
MR. PRATER: Judge, there are no

6

prohibitions against moving forward in a manner

7

like this. And due to the Court's egregious

8

behavior, would you not feel that it is

9

appropriate to go case by case, that a blanket

10

request to ask you to recuse off of all cases

11

involving the State of Oklahoma is appropriate.

12

Because we do not have a specific statute that

13

would -- that -- that parses out the

14

difference. It doesn't -- we don't have one

15

that says you can do it. We don't have one that

16

says you can't.

17

If the Court would -- would rather,

I

18

guess we could identify every single case

19

that's set before the Court and uh -- and make

20

that request specifically in every single case

21

number, but that doesn't seem like a good use

22

o f the Co urt's time . It d o esn't s eem

23

appropriate in that -- in considering that the

24

circumstances regarding this matter.

25

THE COURT: Okay. So -- uh -- it sounds
DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 10

1

like you don't.

2

MR. PRATER: No, Judge.

3

THE COURT: Mr. Prater

4

MR. PRATER: No.

5

THE COURT: -- your request is made in --

6

MR. PRATER: What I'm saying is it wasn't

7
8
9

prohibited, Your Honor.
THE COURT: I understood that. I understand
that. So, it sounds like you don't have case

10

law that supports it, which was actually my

11

question.

12

MR. PRATER: Or --

13

THE COURT: I understand

14

MR. PRATER:

or --

15

THE COURT:

you're also saying

16

MR. PRATER:

or precludes it.

17

THE COURT: -- there is nothing that

18

precludes it?

19

MR. PRATER: Yes, ma'am.

20

THE COURT: So, Mr. Prater, I believe your

21

your request was made in bad faith. You

22

indicate that your issue with me is that you

23

had no idea who my campaign contributors are,

24

and therefore, have no idea who may have undue

25

influence over me.

First of all, no one. No

DISTRICT COOT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 11

1

one had undue influence over me. Not even you,

2

which quite frankly,

3

your problem with me, but I assure you,

4

hold that against you. I also won't hold you

5

a.11' s behavior today against you.

6

I believe is the root of
I don't

Additionally, having been a candidate

7

yourself, Mr. Prater, and having been

8

responsible for this very kind of filing,

9

one's that you referenced yesterday, the ethics

the

10

filings, you are aware that anyone can see my

11

campaign donors right now, even with my last

12

report not being filed. How else would you and

13

your office have known about the donation by

14

Mr. Blau when you asked me to recuse in the

15

previously mentioned Burks' case in May, which

16

was four months ago?

17

And I might add, when another of Mr.

18

Blau' s cases came up on my pretrial docke_t,

19

about a week after that recusal request,

20

asked you specifically if there was an issue

21

with me handling that case giving your issue

22

with Mr . Blau's donation and involvement in my

23

campaign, and none of that had changed. Your

24

words at that time, Mr. Prater were Judge, no.

25

My office doesn't seek blanket recusals. We

I

DISTRICT COOT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 12

1

take everything on a case-by-case basis. That

2

was specifically, CF-2018-1460, State of

3

Oklahoma vs. T-O-M-O-T-H-Y, C-O-N-D-U-L-L-E.

4

You also understand how tedious, Mr.

5

Brater, in particular the guardian system is

6

with the Ethics Commission. As is evidence by

7

the fact that you had to amend and amend, and I

8

believe, amend again your 2 015 Forth Quarter

9

report. Finally, getting it right, I assume by

10

April of 2016. So, I'm sure you can empathize

11

with my situation and know that there is

12

absolutely no intentional or wilful violation

13

of any rules or laws.

14

Further indication of your bad faith in

15

both this request and any judicial complaint

16

containing these same or similar accusations,

17

is how you have previously both publically and

18

privately commended me on my integrity.

19

Specifically in a meeting with Mr. Ravitz and

20

Judge Prince, concerning what I -- what I

21

perceived to be an attempt by the public

22

defender's offi ce t o wil l und u e influe n ce b y

23

applying pressure from one of my donors, which

24

Mr. Ravitz indicated and assured me it was not

25

the case.

And you made the positive comments

DISTRICT COOT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 13

1

about my integrity then in the presence of both

2

Mr . Ravitz and Judge Prince. My Court was

3

MR. PRATER: Do you have my quot e s in that?

4

THE COURT: I'm sorry?

5

MR. PRATER: Do you have -my quotes .in that, .

6
7

Your Honor?
THE COURT: I don't. There wasn't a court

8

r e porter there, and I wasn't aware at the time

9

that I could -- that I needed to -- I would

10
11

need to quote you.
But are you denying that? Are you denying

12

that you spoke positively about my integrity?

13

MR. PRATER: I am denying that I said

14

anything specific about that. I believe that I

15

-- I indicated that I felt like what was

16

alleged to have occurred was wrong.

17

THE COURT: You also talked about a

18

conversation that we had had before I was sworn

19

into the bench.

20
21
22

MR. PRATER: Right. We had a good
conversati on.
THE COURT : How we we re d eve l oping a

23

relationship and about how you're impressed

24

with my integrity.

25

Also, after the hearing on your offices'
DISTRICT COOT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 14

1

request for recusal in the Burks' case, I spoke

2

with you privately here, in my office, where

3

you admitted the wrong doing of your staff and

4

even told me of a conversation that you had

5

-

with- you~ wi£e where you said you ~elt

6

terrible, because here, your office was

7

attempting the same thing that had been tried

8

two weeks before by the office of the public

9

defender, and this same report was late at that

10

time.

11
12

Both conversations where

indicated complete confidence in my integrity.

13

14

where you

MR. PRATER: I disagree with that
characterization, Your Honor .

15

THE COURT: You're entitled to that. So, I

16

don't believe you. And more importantly, I

17

haven't heard one reason for me to recuse off

18

of one case, let alone, my entire criminal

19

docket. So, my answer is no. You show no

20

authority for your request. You show no

21

indication of bias or an inability for me to be

22

fair .

23

Also, yesterday, you indicated that Mr.

24

Ravitz was here to prevent this meeting from

25

being ex parte.
DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 15

1

MR. PRATER: Yes, ma'am.

2

THE COURT: Mr. Ravitz only represents a

3

small portion of the criminal defendants, and

4

therefore, the larger portion -- for the larger

- 5

portion- o-f the criminal- defendants on- my

6

docket, this is actually ex parte unless you

7

plan on bringing the whole defense bar in here.

8

And last but not least, let me assure you,

9

I can and will -- and actually, this isn't

10

last. But I can and I will continue to be fair

11

and impartial as I preside over my criminal

12

docket.

13

No. That will be it.

Thank you so much.

If uh -- you are going

14

to be here for the setting, because I am going

15

to set the date out for the Burks' trial, as it

16

has been randomly reassigned to me after Judge

17

Mai's recusal, I noticed that Mr. Blau is out

18

-- was out at our office, and I know that you

19

heard me ask him to stay because I'm going to

20

do the setting of that trial on the record.

21

I'm going to set it out far enough so that in

22

the event you and your handy First Assistant

23

intend to continue with this recusal request,

24

you'll have ample time.

25

So, if there is nothing else.
DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 17

So, you say that there is no way that I --

1
2

that I certainly am going to know who your

3

contributors are, Judge. That's absolutely

4

false. I have no idea who contributed to you

- -5

- GiHr.:-i-ng- tl:le- pe~r-iod- o-f- t--ime -in- wl:li Gh - w0uld be- -

6

contained in -- in the report that is now due

7

that you've continued to refuse to um -- to

8

comply with.
You are also in violation of Rule 3.5 of

9

10

the Judicial Code, 4.1 of the Judicial Code,

11

and 4.4 of the judicial -- Judicial Code, that

12

require you, as a judge, to comply with the

13

Ethics Rules. And you've continued to do that.

14

How can the State of Oklahoma be assured that

15

you're going to ever follow the law on anything

16

if you don't feel like you want to? Because you

17

don't.
THE COURT: Let me say, I have not

18
19

intentionally or willfully violated any laws or

20

any Ethics Rules. And you don't know me well

21

enough to say what I will and won't do, and for

22

or for whateve r reason. So thank you.
MR. PRATER: For the record, have you filed

23

24

your campaign report that was due January 31,

25

2019?

DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 19

1

2
3

4

-

- 5_
6
7

8
9

10

answering any questions for you.
MR. PRATER: Okay. You've also not
acknowledged the fact that I've filed a -- a uh
a Judicial Complaint against you.
_ THE _COURT_: You . said _that _yesterday. _ It's_
on the record. It's in the transcript.
MR. PRATER: Okay. Well, you didn't seem to
address that in the issue. You feel like -THE COURT: I don't need to.
MR. PRATER: -- that has no issue and would

11

not cause any issue with you being biased

12

against the State of Oklahoma, when you

13

understand that I'm seeking your removal from

14

the bench.

15

THE COURT: I don't understand that. I

16

understand that you -- you filed a judicial

17

complaint, but that's okay.

18

MR. PRATER: I am telling you now, I'm

19

seeking our removal from the bench, and I will

20

be contacting the Attorney General this

21

afternoon and asking him to move forward on a

22

petition to remove you before the Multi-County

23

Grand Jury. You need to be aware of that,

24

Judge.

25

This is not a threat.
DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 21

1

2

MR. PRATER: I am not arguing with you. You
didn't address certain issues

3

THE COURT: So, we're --

4

MR. PRATER:

_5

-address, Judge. _And -=--

-- I would like you to

6

THE COURT: Okay. Well, I don't

7

MR. PRATER: And do you

8

THE COURT: -- I don't owe

9

MR. PRATER: -- do you

10

THE COURT: -- you that.

11

MR. PRATER: -- do you continue to

-- or

12

will you continue to refuse to file your

13

campaign report?

14
15

THE COURT: There is no refusal to file a
campaign report.

16

MR. PRATER: Have you filed it?

17

THE COURT: Again, we're done. Anything

18

is there anything from you, Mr. Ravitz?

19

MR. RAVITZ: I don't have anything.

20

THE COURT: Okay. Thank you so much. Are

21

you all staying for the choosing -- because if

22

you're not, we're going to set it for trial.

23

MR. HARMON: Your Honor, I believe

24

REPORTER: Are we off the record?

25

THE COURT: We are not. We are still on the
DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 22

'

1

record. I'm sorry. Because I want to make sure

2

all of this is on the record.
So, will you be staying to set the trial

3
4
- 5-

date?
-- MR. PRATER: -I beli_ev_e Ms._ Collins _is _u h ~::-

6

here to handle, Judge. Even though I object to

7

you handling any further matters at this point.

8

THE COURT: Okay.

9

MR. HARMON: Judge, the Miller Dollarhide

10

case, versus Tal, actually from the Oklahoma

11

Supreme Court says that you cannot make any

12

types of decisions of pending cases until this

13

recusal process runs its course.

14

So, we are asking that you recuse on every

15

criminal case, every case where the State of

16

Oklahoma is a party. Therefore, the Court is

17

without authority to act on those cases until

18

such time as this recusal process runs its

19

course.

20

THE COURT: Thank you. I have read the

21

Miller Dollarhide case and I hold -- I believe

22

that that is case specific and t hat is not what

23

has been presented here. Nothing about any

24

particular case. As I said before,

25

this case far enough out so that whatever

I am setting

DISTRICT COOT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 23

1

happens in this, a decision can be made. It

2

does not have to flow. That is in effect

3

staying the case. But it can't just float out

4

there. In my opinion, it's in effect staying

5

the case. That -is my intent until a decision- is

6

made. And so, I will be setting the case for

7

trial today.

8

9

10
11

MR. PRATER: Are you doing every single
case -- are you handling every single criminal
matter that's on your docket today?
THE COURT: I am staying, meaning giving

12

them dates so that they're not just sitting out

13

here. There are over three thousand people on

14

my docket, as

15

There is

as you should know.
it's -- it's a violation of

16

their Constitutional Rights, it's a violation

17

of the State of Oklahoma's Constitutional

18

Rights to just leave a docket undone.

19

At this point, I'm still the sitting

20

district judge. The job still has to be done.

21

Anything else?

22

MR . PRATER: Abso l u t e l y not.

23

THE COURT: Great. Thank you so much. I

24
25

hope you have a great day.
MR. PRATER: I'll have a great day. I hope
DISTRICT COOT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 24

1

2
3

you do as well.
THE COURT: All right.
(Record closed.)

4
5_

6
7
8
9

10
11

12
13

14

15
16
17

18
19
20

21
22
23
24

25
DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

 25

THE DISTRICT COURT OF OKLAHOMA COUNTY
STATE OF OKLAHOMA

1

2
3

STATE OF OKLAHOMA

)
)

) Case No.

4

Petitioner,

)

5

6

)

)
)
)
)
)
)
)

vs .

7

8

HONORABLE KENDRA COLEMAN,
DISTRICT JUDGE,

9

10

)

Respondent.

__________________

)
)
)

11

12
13

CERTIFICATE OF THE COURT REPORTER
I, MARLENA L. BROWN, Certified Shorthand

14

Reporter and Official Court Reporter for Oklahoma

15

County, do hereby certify that the foregoing

16

transcript in the above-styled case is a true,

17

correct, and complete transcript of my shorthand

18

notes of the proceeding in said cause.

19
20

21
22

23
24

Marlena
own, CSR and
Official Co rt Reporter •i,n>a:i'td for the
_
,
State of Oklahoma
12,:\-,ii(:-' ·:·_,::\ \ ,bi-'\• ·;";, ; ; F1\\/,~-·\;-lh,.tt~7it;~J;'
Ce rtifica t e No. 17 82
9:_
::-. ~, · ~, , . , >i l_·;kb.h--: ,~,a
·~~('_'.~:·_:_.: ~~ ...'. ,·
.. - .:-:·: ,,.~·
(~>~~rl i i ie<.l St·r ,._,r-cl1;?t~i;::. ~-!i~);!~-=.lt-r£•~~str
.

(::~~It-\ ~i l ?ff.~~

r-v'l y Cet't:tfkiYi ri:,'.:/.Fh>/i;;'2.1., 1~r:Jr,

25
DISTRICT COUT OF OKLAHOMA -- OFFICIAL TRANSCRIPT

~tt.'

,,-+2

 EXHIBIT ?10?

784
a Employee's SSN
C Employer's name, address, and ZIP code
KENDRA D GILL- ATTORNEY AT LAW
KENDRA D GILL- ATTORNEY AT LAW DB
3601 N. CLASSEN BLVD., #109

2 Fed inc lax withheld

4 SS laxwithheld

14000. 00

FormW~2

5 Medicare wages & lips

6 Medicare lax withheld

14000.00

203 . 00

Wage and

868.00

Sutt.

Employee's name. address, and ZIP code

10 Depdnl care beneITls

11 NonqualiITed plans

13

14 Other

Statement

r

~5 ~~~~i~~~eg~~2'~a~~~

6

12a

Relirement plan • •

n

Third-party sick pay

Copy B To Be Filed wllh
Employee's FEDERAL
Tmc Rclurn
This fnformalion is being
furnished lo lhe Internal
Revenue Service.

---- ------ --------- --------

REV 12121/17 QBDT

Departm enl ol lhe Treasury - IRS

-

Employee's SSN

---- --- -----------

-4784

C Employe(s name, address, and ZIP code

"KENDRA D GILL- ATTORNEY AT LAW
KENDRA D GILL- ATTORNEY AT LAW DB
3601 N, CLASSEN BLVD. , #109
OKLAHOMA. CITY

20 Locality name

19 Local income lax

18 l ocal wages, lips, elc

00

Slalawlg4soltoe'.co~ ~7 Slaleincol~;o.

2017

I
I
12c
I
12d
I
12b

□
□

Slalulory employee .

KENDRA D
GILL
5915 N.E. 63RD STREET
OKLAHOMA CITY
OK 73141

a

Tax

9

8 Al!o:;;,icd lips

OK 73118

d Conlrol numbe r

e

0MB No. 15~5-000B

3 Social securily wages

3500.00

14000.00

7 Social secLlriiy lips

OKLAHOMA CITY

27-2529258

b Employer idenlificalion number {EIN)

1 Wgs, lips, other compn

b
1

·--.------

-

14000.00

3500.00
5

868.00

Form

14000.00
203.00

14000.00

7 Social security lips

8 Allocaled_lips

10 Depdnl care benems

11 Nonqualified plans

12a

13

14 Olher

12b

2017

I
e Employee's name, address. and ZIP code

Sulf,

□
□

SlalulorY employee,

GILL
KENDRA D
5915 N.E. 63RD STREET
OKLAHOMA CITY
OK 73141
~5

i~• i

~;~~e{;~~~l~;;•-O~

r
6

Reliremenl plan . - ,
Third-party sick pay

6~

Slalew;_g'1s(i1

14

e•lcOQ_,~7 Stale inco

I

00 • OO

1

W=2.

Tax
Statement

9

OK 73118

d Control number

--- - - ·

Wage and

6 Medicare lax withheld

Medicare wages & lips

...

0MB No. 1545--00D8

3 Social security wages

2 Fed inc lax withheld

4 SS lax withheld

- -·--·--- - ----- --·-

27-2529258

Employer idenlifiealion number (EIN)
Wgs, lips, olhercompn

_________ ------------- ·

I

Copy 2To Be
Filed With

12c

Employee's State, .

I

City, or Local

12d

Income Tax
Return.

t
---------- --------18

I

19 L~cal income la~

Local wages, lips, etc

.

20 Locality name

--------

REV 12121/17 OBDT

4 73,1
a Employee's SSN
c Employer's name, addre.ss, and ZIP cotfe

,,,.,...,

KENDRA D GILL- ATTORNEY AT LAW
KE:NDRA D GILL- ATTORNEY AT LAW DB
3601 N. CLASSEN BLVD., #109
OKLAHOMA CITY

OK

0MB No. 1545-0003
b Employer iden\ificollon number (EIN) 27-2529258 v ·
This informollon is being furnished !o !he IRS. If you arc required lo file a lax return, a negligence penally or
olher sanclion may be imposed,..,cfn you ir lhis income is laxable and you fail to report ii.
1 Wgs, lips, other comp'V "2 Fed inc lax withheld t, /3 Social security wages\,

1 4 000.00 /
868 . 00

73118

3500.00 ,

14000. 00

\, 5 Medicare wages & lip\s./ '6 Medicare lax withheld c

4 SS lax withheld

14000.00
8 Allocaled lips

7 Social security lips

203.00

Statement

Employee's name, address, and ZIP code

Suff.

10 Depdn·1care benefils

11 Nonqualified plans

12a

13

14 Olher

12b

Slalulory employee,

GILL
KENDRA D
5915 N.E. 63RD STREET
. OK 73141
OKLAHOMA CITY

/

15 SlolV, Employe(sslolelDNo.

/

Reliremenl plan , •

/

Third-par1y sick pay

tlt16 Slalewages,lips,elc v.,.17 Slateincome lax

□
□

I

I
I

12c

,.,

2017
Copy C For
EMPLOYEE'S
RECORDS .
(See N,;:,tice to
Employee.)

t
- --------- ---------

V 18 local wages, lips, etc

'- _oK__"~wTH-13922900 -02 ___ 14000.00 _ __ _ _ 14 00 . 00
REV 12121/17 OBDT

Tax

9

d Control No.

e

;;:g~~~

12d

I

19 Local income tax

20

Locality name

--- - --- -

 Schedule K-1
(Form 1120S)

2ou1

n

IPart III I

For calendar year 2017, or tax year

Deparlmenl of lhe TreasUl)I

1

lnlemal Revenue Service

2017

beginning

A

Shareholder's Share of Current Year Income,
Deductions, Credits, and Other Items

Ordinal)' business income (loss)

V

1

13

Credils

ending

Information About the Corporation

2

Nel renlal real eslale incoIT\e (loss)

3

Olher nel renlal income {loss)

4

lnlerest income

Sa

Ordinal)' dividenqs

Sb

Qu alified dividends

6

Royallies

7

Nel short-lerm capilal gain {loss)

Corpora lion's employer idenlilie~lion number

27-2529258 V
CorPoralion1s name, address, cily, slate. and ZIP code

B

Kendra D Gill - Attorney at Law

/

dba The Gill Law Firm LLC
3601 N Classen Blvd Suite 109
~
0

Oklahoma Citv
C

671117
0MB No. 1545-0123

Amended K-1

51,693

Shareholder's Share of ·Income, Deductions,
Credits, etc.
J> See page 2 of form and separate instructions.

IPart I I

n·

FinalK-1

Foreign transactions

14

OK 73118

!.f:!S ~nler where corporalion filed relurn ____- -- - ·· _ ___ . - ·· . - -------

-~

----- ·-- - - ·----·---

. .N!lU9ng:le.(l11_capilal gain.{loss) ____···- -··

OGDEN

IPart II I

~-•-lr~gzmber
E

Sb

Colleclibles (28%) gain {loss)

Sc

Unrecaplured seclion 1250 9ain

9

Nel section 1231 gain (loss)

Information About the Shareholder

Shareholders name, address, cily, slale,

71P

code

Kendra D Coleman,

1p

5915 NE 63rd St
Oklahoma City
F

Shareholders percentage of slock
ownership for lax year

. .

OK 73141
.

. .....

100_00000 %

11

Seclion 179 deduction

16

./
12

i/ 'Olher deduclions

0

al

rn
:::i
Cf)

-a:,_
0

lL

rl~1

1
}ti
~

~~

I/~

I
~
l
I;
~
,
;1r1,~1
~
~

1
I l~JJ~'.
,r

I

~· I ' '

'/I~ , '. 1

~.

{

' I ' 1 ' '

) ':

:

I

;/

If

Y.

/

✓

1,092

A

.c
C

Alternalive rninimum lax {AMT) ilerns

15

Olher income {loss)

STMT

C*
I

D✓

17

I

Hems affecting shareholder basis

52,313

Olher information

, { •~,

* See attached statement for additional information.
For Paperwork Reduction Act Notice, see the Instructions for Form 1120S.

EEA

wv11•1.irs.gov/Form112os

Schedule K-1 {Form 1120S) 2017

1/·

 Schedule K~1 Sup lemental information

2017
Shareholder's ID Number

Shareholde~s name

Kendra D Coleman

784
S Corporalion's EIN

Name of S Corporalion

Kendra D Gill - Attorne

at Law

27-2529258

Form 11208 Schedule K'--], - Line 16
Code Description
C
Other Nondeductible Expenses r/
Meals and Entertainment✓

Amount
2,170

2 , 1 7 o______

/

2,.170

Total.

(

1120SK_1.LD2

 Shareholder's Adjusted Basis Woriksheet

20il7

Keep lor your records.
Shareholder Number:
Shareholder Name:
Corporation Name:

Taxyearending: . l 2 - 3 1 - 2 O l 7
• 784
..... -- -Kendra D Coleman
Kendra D Gill
Attorne at Law

ownershlp¾:10 0 .

EIN

0 0 0 000

27-2529258

Stock basis
Sloclc basis, beginning ol year (Nol less lhan zero)
2

Addilional Capilal Conhibulions ol Slock Purchased

3

lnc,eases for income and gain ilems:

2

a

Ordinary Income

(Sch K-1, Line 1)

a

b

Real Eslale Renlal Income

(Sch K-1, Line 2)

b
C

c

Olher Renlal Income

(S ch K-1, Line 3c)

d

lnleresl, Dividends & Royallies

(Sch K-1, Lines 4, 5 & 6)

d

e

Capilal Gain

(Sch K-1, Lines 7 & Sa)

e

Olher Porlfolio Income

(Sch K-1, Line 10a)

g

Secljon 1231 Gain

(Sch K-1, Line 9)

g

h

Olher Income

(Sch K-1; Line 10)

h

I<

51,693

3a-h

Tola! Income and Gain Hems

(Tola! lines 3a-3h)

Increase for Non-Taxable Income

(Sch K-1, Lines 16a & b)

511693

31

fncrease for Excess Depletion Adjuslmenl

3j

Increase from Recaplure al Business Credits (See IRC § 49(a), 50(a), 50(c)(2) & 1371(d))

3k

31

-- -- 1- - Gain lrom-179-asset-<lisposilion -- --· - - -----4

Slack Basis Before Distribullons

(Add fines 1 lhrough 3)

5

Reduclion for Non-Taxable Dislributions

(Sch K-1, Line 16d)

5

6

Slack Basis Before Non-Ded. Expense & Depfetion

(Cannot be negalive)

6

Decrease for Non-Deduclible Expense/Credit Adj

(Sch K-1. Line 16c & 13)

b

Decrease for Deplelion

(Sch K-1,

8

Sieck Basis Belore Allowable Losses & Deductions

(Cannol be negalive)

9

Decreases for Loss and Deduclion ilerns

7a

51,693

a

line 17r)

b

7

B

a

Ordinary Loss

(Page 2, Col e, Line 9a)

a

b

Real Eslale Renlal Loss

(Page 2, Cole, Line 9b)

b

c

Olher Aenlal Loss

(Page 2, Cole, Line 9c)

C

d

Capilal Loss

(Page 2, Col e, Line 9d)

d

e

Olher Portfolio Loss

(Page 2, Cole, Line 9e)

e

Seclion 1231 Loss

(Page 2, Cole, Line 91)

g

Oiher Loss

(Page 2, Cole, Line 9g)

g

h

Charilable Conlribulions

(Page 2, Col e, Line 9h)

h

Section 179 Expense

(Page 2, Cole, Line 9i)

j

Porlfolio lnc~rne Expenses

(Page 2, Cole, Line 9j)

Olher Deduclions ·

(Page 2 , Col e, Line-9k)

k

lnlerest Expense on lnveslmenl Debi

(Page 2, Col e, Line 91)

I

k

m Tola! Foreign Taxes Paid/Accrued

(Page 2, Col e, Line 9m)

m

n

Section 59(e) Expendilures

(Page 2, Cole, Lipe 9n)

n

Tola! _Loss and Deduclion Hems

(Tola! Lines 9a-9n)

o

Olher decreases

(Page 2, Col e, Line 9o)

So

p

loss from 179 asset disposilion

(Page 2, Col e, Line !in)

9p

9a-n

9

Tolal Decrease for loss and Deduclions Hems and Business Credils
1O Less: nel increase applied lo deb! basis

10

11 Slack Basis at End ol Year (Cannol be negative)

11

Debt Basis
12

Debi basis al beginning of year (nol less lhan zero)

12

13

New loans lo corporalion during year

13
14

14

Resloraliori of Debi Basis (Line 10)

15

less: Loans repaid by COIJlOralion during lhe year

15

16

Less: Applied against excess loss and deduclions / non-~educlible Hems

16

17

Debi basis al lhe end or !ax year (combine lines 1?-16) (no! less lhan zero)

17

18

Shareholde(s Iola! basis al end of lax year (combine lines 11 and 17)

18

Carryover

Tola!
Disallowed
Losses

19

Tolal_Beginning of year

2 499

20

Add;

3,262

Losses and d_educlions !his year

21

Less:

22

End of year (Nol less lhan zero)

52,313

Debi Basis Applied
Againsl Exees_s
Losses and Deduclions

-----------------

---------

-----------------

Applied !his year

5

761
WK_SBAS.LD

 §
IL

4 {()' A(()'

{99)

Department of the Treasury- Internal Reve nue Service

U.S. Indiv idual Income Tax Return

LI \\)J~l!J.I

0MB No. 1545-0074
, 2017, end ing

For the year Jan. 1-Dec. 31, 2017, or oth er tax year beginning
Your first name and initial

IRS Use Only-D o no t wri te or staple in this sp ace.

See separate instructions.

, 20

Last name

Kendra D

Coleman

If a j oint return, spouse's first name and initial

Last name

0351
Home address (number and street). If you have a P.O. box, see instructions.

Apt. no.

A Make sure the SSN(s) above
g and on line 6c are correct.

5915 NE 63rd St
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).

Oklahoma Cit

OK

Presidential Election Campaign

73141

-----"-'-=---'--'-~- ' - - - - -- - -- -- - -- ~- - -- - - - - -- -- ~ - - -- - ---l
Foreign country name

Foreig n province/state/county

Foreign postal code

Checkhereifyou,oryourspouseiffiling
j ointly, wa nt $3 to go to this fund. Checking
a box below will not change your tax or
refund.

1

Filing
Status
Check only one
box.

X

6a

Exemptions

X

t>

Charles T Coleman

5

Qualifyingwidow(er) (see instructions)

Yourself. If someone can claim you as a dependent, do not check box 6a

b

Spouse .

c

Dependents:

(1) First.name

•. .

. . • . • . . . . . . . .

. . • . . . .•

(2) Depend ent's
social security number ·--

(3) Dependent's
relationship to.you

-·-·

Lastname

}
□
□
□
□

d ependents, see
instructions and

I>

□

d

Income
Attach Form(s)
W-2 here. Also
attach Forms
W-2Gand
1 099-R if tax
was withheld.
If you did not
get a W-2,
see instructions.

Adjusted
Gross
Income

...

. . . .

Total number of exemptions claimed

7

Wages, salaries, tips, etc. Attach Form(s) W-2

7

Ba

Taxable interest. Attach Schedule B if required

Ba

b

Tax-exempt interest. Do not include on line 8a

9a
b

: f ~; f

Ordinary dividends. Attach Schedule B if required
Qualified dividends

... .

. .

.

: f ~; f

. . . .

10

Taxable refunds, credits, or offsets of state and local income taxes

11

Alimony received

12

Business income or {loss). Attach Schedule C or C-EZ

...

.

.

. .

. .

.. ..

... .

. .

11
12

13

Capital gain or (loss). Attach Schedule D if required. If not required, check here
Other gains or (losses). Attach Form 4797

15a
16a
17
18
19
20a
21
22
23
24

IRA distributions

I

. . . . . , 15a -1

Pensions and annuities . .

. ...

I>

. .

□

b Taxable amount
b Taxable amount

16a

Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E
Farm income or {loss). Attach Schedule F

. .

Unemployment compensation

I 20a I

Social security benefits . .

...

...

...

. .

..
. .

Ib Taxable amount

other income
Combine the amounts in the far right column for lines 7 through 21. This is your total income
Educator expenses

. . . . . .

. .

. .

.

..

.

you due to divorce
or separation
(see instructions)
Dependents on 6c

'17
1

not entered above
Add numbers

on lines
above

I>

14,000

10

.. ..
..

1

9a

. ..

14

. . . .. .

Boxes checked
on 6a and 6b

No. of children
(4) Chk if child under on 6cwho:
age 17 qualifying
. O lived .with you .
· for child tax credit
0 did not five with
see instructions

If more than four

check here

Spouse

l>--,--,----------------------------

Married filing sepa rately. Enter spouse's SSN above
andfull name here.

You

Head of household (with qualifying person). (See instru ctions.)
If the qualifying p erson is a c hild but not your dependent, enter this
child's name here.

Married filing jointly (even if only one had income)

2
3

4

Single

)>

13

14
15b
16b
17
18
19
20b
21
22

51,693

65,693

23

Certain business expenses of reservists, performing artists, and

24
25
26

fee-basis government officials. Attach Form 2106 or 2106-EZ

25
26
27
28

Self-employed SEP, SIMPLE, and qualified plans

29

Self-employed health insurance deduction

Health savings account deduction. Attach Form 8889
Moving expenses. Attach Form 3903

..

.

..

Deductible part of self-employment tax. Attach Schedule SE

30

Penalty on early withdrawal of savings

31a

Alimony paid b Recipient's SSNt>

32
33
34
35

IRA deduction

..

..

31a

. . .. . . . ..

Student loan interest deduction

..

Tuition and fees. Attach Form 8917
Domestic production activities deduction. Attach Form 8903

.

.

.

.

27

28
29
30
32
33
34
35

....

36

Add lines 23 through 35

37

Subtract line 36 from line 22. This is your adjusted gross income .

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
EEA

36
)>

37

0
65,693
Form 1040 {2017)

 '•

Form 1040 (2017)Kendra

Tax and
Credits

0

All others:

Single or
Married filing
separately,
$6,350
Married filing
jointly or
Qualifying
widow(er),
$12,700

Col e man

39a

C h~k {
if:

B

wece bom before Jaooa,y 2, 1953,
Spouse was born before January 2 , 1953,

Bliod'} Tolal boxes
Blind. checked I> 39a

Itemized deductions (from Schedule A) or your standard deduction (see left margin)

41

Subtract line 40 from line 38

42
43

T axable income. Subtract line 42 from line 4 1. lfline 42 is more than line 41, enter -0 - .

44

Tax (see instructions). Check if any from : a

41

Exemptions. If line 38 is $156,900 or less, multiply $4,050 by the number on line 6d. otherwise, see instructions

42

DF□rm(sJ 8814

DF□rm 4972

b

45

Alternative minimum tax (see instruction s). Attach Form 6251

46

Excess advance premium tax credit repayment Attach Form 8962

47

Add lines 44, 45, and 46

48

Foreign tax credit. Attach Form 1116 if required

49

Credit for child and dependent care expenses. Attach Form 2441

50

Education credits from Form 8863, line 19

..
..

45

I>

47

50

51

Retirement s avings contributions credit. Attach Form 8880

51

Child tax credit. Attach Schedule 8812, if required

52

53

Residential energy credits. Attach Form 5695
Other credits from Form: a D

3800

b Ds801

...

53

0

54

0

Add lines 48 through 54. These are your total credits

. . . ..

. . . . . . . . . . . . ..

.

- from line 47 . If line 55 is more than line 47, enter ~0- ·- . . .......

·- I> ..

57

S elf-employment tax. Attach Schedule SE

...... . . . . . . . . . . . . . . . .
a D4137
b □ 8919

57

Unreported social security and Medicare tax from Form:

58

Taxes

59

Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required

59

.... - ........ . . .
. . ...

If you have a
qualifying
child, attach
Schedule EiC.

62
63

Taxes from: aO Form 8959
Form 8960 cO Instructions; enter cade(s)
Add lines 56 through 62. This is your total tax . . . . .
. .

64

Federal income tax withheld from Forms W-2 and 1099

65

2017 estimated tax payments and amount applied from 2016 return .
Earned income credit (EiC)

I>

I 66b I

Additional child tax credit. Attach Schedule 8812

67

68

American opportunity credit from Form 8863, line 8

68

.....
...

69

Net premium tax credit. Attach Form 8962

70

Amount paid with request for ex tension to file

70

69

71

Excess social security and tier 1 RRTA tax withheld

71

72

Credit for federal tax on fuels. Attach Form 4136

72

73

74

8885 d o _ 73
Add lines 64, 65, 66a, and 67 through 73. These are your total payments

75

If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid

76a

2439 b D

Reserved

c

10,161

63

3,500

66a

67

Credits from Form: a D

1,541

61

65

. . . . . . . . . ......

Nontaxable combat pay election . . •

g-~ 62 0 . .

62

. ... . . ...

64

66a

b

Refund

b□

--

60b

□

Health care: individual responsibility (see instructions) Full-year coverage

-·

60a

b First-time homebuyer credit repayment Attach Form 5405 if required
61

0

55
5ff

58

60 a Household employmenttaxes from Schedule H

8,6 2 0

49

.........

54

46

48

■

52

Subtract lm-e 55

43

44

cO

.. . .. . ..... . . . ..
••••

10,100
55,593
4,050
51,5 43
8 620

40

. ............. . ....... . ......

other

Payments

478 4 Page 2
65,693

38

If your spouse itemizes on a separ_ate return or you were a dual-status alien, check here . . . I> 39b

40

Head of
55
household,
--- · s 6
· $9;350-

h

. . . . . ...................

BY'"

Amount from line 37 (adjusted gross income)

b
Standard
Deduction
for •
0 Peoplewho
check any
box on line
39a or 39b or
who can be
claimed as a
dependent,
see
instructions.

D

38

D

... . ...

9.

Amount of line 75_you want refunded to you. ff F.orm 8888 is attached, check here

I>

3,500

74
75

• I> D

76a

77

I I I I I I I I I l1>c Type: Checking D Savings
Account number I
I I I I I I I I I I I . I I I' I
Amount of line 75 you want applied to your 2018 estimated tax . . . I> I 77 I

Amount

78

Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructions I>

You Owe

79

Estimated tax penalty (see instructions)

Third Party

Do you want to allow another person to discuss this return with the IRS (see instructions) ?
Yes. Complete below.
No
Designee's S
H
EA
Phone
Personal Identification
1
1
IS IS 1
I
0 S - 715 - 0 2 2 S number(PIN)
name I>
Uzanne
ays
no. I> 4
I> . 2 . 2 .
.
.3 .

Designee

Sign
Here

b

I>

Direct deposit?
See
instructions.

d

I>

Routing number

. ... . ......

6,774

78

11 3

IB!

D

Under penalties of perjury, I declare tha l I have exa mined this return and accompanying schedules and statements, and lo the best of my kno\1,1edge 2nd belief, th ey are true, correct, and
accurately list all amounts 2nd sources of income I received during lhe lax yeu . Declaration of preparer {other th an taxpayer) is based on 211 iniormaUon of which preparer h2s any knowledge.

Your signature

Dale

h., 74369

Date

b ate

9-12-2019
PrinVfype prepare~s name Michele
1

Firm s address

I>

The

I>

3126 s

Havs

Edmond,

Identity Protection PIN (see inst.)

1

Spouse s occupation

Preparer's signature

Firm's name

Daytime phone number

Your occupation

09-12-2019 Attorney

Joint return? Seev s pauses
, s1gna
· ture. If a J·□m
· t re tum, both must sign.
·
instructions.
Keep a CORY for
your recoros.

Paid
Preparer
Use Only

I 79 .,

Check

LJ if

I I I I I I
PTIN

P02215749

self-employed

Orefice
Group

Inc

Boulevard
OK

St e

73013

EEA Go to www.irs.gov/Form 1040 for instru ctions and the latest information .

Firm's EIN

I>

324
Phone no.

405-7l5 - 0225
Form 1040 (2 017)

 Schedule E (Form 1040) 2017

13

Attachment Sequence No.

Page 2

Name(s) shown on return. Do not enlern ame and social security number if shown on page 1.

Kendra D Coleman

-4784

Caution: The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1.

IPart II I

Income or Loss From Partnerships and S Corporations Note: If you report a loss from an at-risk activity for which
any amount is not at risk, you must check the box in column (e) on line 28 and attach Form 6198. See instructions.

27

Are you reporting any loss not allowed in a prior year due to the at-risk, excess farm loss, or basis limitations, a prior year
unallowed loss from a passive activity (if that loss was not reported on Form 8582 ), or unreimbursed partnership expenses? If
you answered "Yes," see instructions-before completing this section
. . . . . . . . . . . . . . . . . . . . . . .
Yes

D

28

(b) Enter P for
partnership; S
for S corooration

(a) Name

AKendra D Gill

s

Attorney at Law

-

(c) Check if
foreign
nartnershin

C

D

Passive Income and Loss

IBJ

□
□
□
□

27-2529258

Nonpassive Income and Loss

(g) Passive income
from Schedule K-1

(h) Nonpassive loss
from Schedule K-1

No

(e) Check if
any amount is
not at risk

number

□
□
□
□

B

(f) Passive loss allowed
(attach Form 8582 if required)

(d) Employer
idenlificalion

U) Nonpassive income

(i) Section 179 expense
deduction from Form 4562

from Schedule K-1

51,693

A
B
..

C

-

. ..

-·

-

...

·-

·- ···

-.

-

-·

-

..

-

. ...

·-

-~-.

.-

D

29a

Totals

b Totals

I
I

51,693
.
.. . .

. ...
. .

... .
.. ..

.

30

..

31

30

Add columns (g) and (j) of line 29a

31

Add columns (f), (h), and (i) of line 29b

32

Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter the

. .
.

.

...

result here and include in the total on line 41 below

I Part HI I

... .

. .

.

.

..

. .

.

..

51,693
)

{

51,693

32

Income or Loss From Estates and Trusts

33

(b) Employer
identification number

(a) Name

A
B

Passive Income and Loss
(c) Passive deduction or loss allowed
(attach Form 8582 if required)

Nonpassive Income and Loss
(d) Passive income
from Schedule K-1

(e) Deduction or loss
from Schedule K-1

(f) Other income from
Schedule K-1

AJ

Bl
34a

Totals

b

Totals

I
I
.. . .
... . . .

. . ..
. . .. .

.. .. . . . . . ..
. .. . . . . . . . . . .

35

Add columns (d) and (f) of line 34a

36

Add columns (c) and (e) of line 34b

37

Total estate and trust income or (loss). Combine lines 35 and 36. Enter the result here and

35

. .

{

36

)

...
.. .. .
. ...
. ..
. .
37
Income or Loss From Real Estate Mortgage Investment Conduits (REMICs) - Residual Holder

include in the total on line 41 below

IPart IV I
38

39

(a) Name

(b) Employer identification

number

(c) Excess inclusion from
Schedules Q, line 2c
(see instructions)

(d) Taxable income (net loss)
from Schedules Q, line 1b

. .

39

Combine lines 26, 32, 37, 39, and 40. Enterlhe result here and on Form 1040, line 17, or Form 1040NR, line 18 l>

41

Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below

IPart VI

..

(e) Income from
Schedules Q, line 3b

Summarv

40

Net farm rental income or (loss) from Form 4835. Also, complete line 42 below

41

Total income or {loss).

42

Reconciliation of farming and fishing income. Enter your gross

.. . . .

40

I

51,693

farm ing and fishing income reported on Form 4835, line 7; Schedule K-1
(Form 1065), box 14, code B; Schedule K-1 (Form 1120S), box 17, code
V; and Schedule K-1 (Form 1041), box 14, code F (see instructions)
43

..

42

Reconciliation for real estate professionals. If you were a real estate
professional (see instructions), enter the net income or (loss) you reported
anywhere on Form 1040 or Form 1040NR from all rental real estate activities
in which you materially participated under the passive activity loss rules

EEA

43

I
Schedule E (Form 1040) 2017

 Note:Jf you are having trouble viewing this on a mobile device,please click the alternate link.

lfyou arc eligible to pay current tax half, button will appear !1erc to pay. All others will have to be
paid in full from previous screen.

~-)k(ahoni a ( :ouH :~- ·t·;1 \ ;~) si1~•n1
. AcctNo:-131549070- - TaxYeiir: 2dff
Tax Dist: 200

Fire Dist:

j t}/ L!/ 2(: 19 t); !17 :4') .\ Z..·t

Tax type: REAL ESTATE
TIF Dist:

jray Group: 716

Addn: UNPLTD PT SEC 04 12N 2W
Lot: 000
Block: 000
Legal Description: PTE 1/2 OF SW4 SEC 412N 2W BEG 656.87J1T W OF SE/C OF E 1/2 OF SW4
W328.43FT N666.27FT E328.43FT S666.27FT TO BEG OR TR 3 UNREC PLAT
r:lick ht•rc to review (he cnncnl nhxsicnl udd-re!iis rl'cnrcfl'd in th~ County Assessor's Office.
Click hL•rc to rc\'icw lrnw t)n•sl~ 1·nxcs nn• :1rmortimw1l.

COLEMAN CHARLES T & KENDRA
15915 NE 63RD ST
~KLAHOMA CITY, OK 73141-9655

~ym@b
.
.
/
122817F61057912/28/2017 $2,188.11 v

P

Assessed Value:
Exempt Amount:
Net Value:
Rate/$1000:
TAXAMOUNT:
Net Payments:
Tax Balance:
Costs:
Interest:

19,304
0
19,304
113.35
2,188.11
2,188.11
0.00
0.00
0.00

TOTAL
AMOUNT DUE

$0.00

IF PAID
Refunds

IMMEDIATELY:
~ales/Endorsement Information

Tax Roll Correction Information

Contact Us

 !Payment Vo1Ucher lflling Instructions

2017

Date to file by:

04-17-2018

Payment:

$9,069

Address to file:

Int erna l Revenue Service
P.O . Box 802501
Cincinnati, OH 45280-2501

Other Instructions:

If paper-filing y our 20 17 return, mail the tax
return , voucher, and c he ck to the address on the
voucher. Do not staple the voucher and payment to
the return or to each other.
If your return was e-filed, mail the voucher and
c heck to the address on the voucher.
Make your check or money order payable to "United
States Treasurylf_ . Enter your SSN and 11 2017 Form
1040" on your c heck or --m oney order.
To pay by credit card, go to www.1040paytax.com .

Taxpayer Records:
Amount Paid
Check Number
Date Mailed

Form 1040-V (2017)

Amount to pay includes penalties and interest of $2,295
_ _ _ _ _ _ _ _ _ V _ Detach Here and Mail With Your Payment and Return _ V _
§
LL

1040=V

Department of the Treasu,y
Internal Revenue Seivice
(99)
1 Your social security number (SSN)

Payment Voucher
I> Do not staple or attach this voucher to
2 If a joint return, SSN shown second
on your return

0MB No. 1545-0074

2017

our pa ment or return.

3Amount you are paying by
check or money order. Make
your check or money order payable to "United Slates Treasu '

Dollars

Cents

9,069
EEA

Kendra D Coleman
5915 NE 63rd St
Oklahoma City, OK

73141

Internal Revenue Service
p . o. Bo x 802501
Cincinnati, OH 45280 - 2501

For Paperwork Reduction Act Notice, see your tax return instructions.

443924784 WL COLE 30 0

2 □ 1712

610

 i!RS e4ile Signah.11re AuHwri2:ai:uon

Form

l> Return completed Form 8879 to your ERO. (Do not send

0MB No. 1545-0074

to IRS.)

Department of lhe Treasury

l> Go to www.irs.gov/Form8879 for the latest information.

Internal Revenue Seivice

Submission Identification Number (SID)

~

Taxpayer's name

Kendra D Coleman

4784

Spouse's name

ecurity number

0351
Tax Return Information -Tax Year Endin December 31, 2017
1

Adjusted gross income (Form 1040, line 38; Form 1040A, line 22; Form 1040EZ, line 4; Form 1040NR,
line37) . . . • . . . • . . . . . . . . • • . • . . . . . . . • ·• . . • • · . . . . . • . . • ••

1

2

Total tax (Form 1040, line 63; Form 1040A, line 39; Form 1040EZ, line 12; Form 1040NR, line 61)

2

65,693
10,161

3

3,500

3

Federal income tax withheld from Forms W-2 and 1099 (Form 1040, line 64; Form 1040A, line 40;
Form 1040EZ, line 7; Form 1040NR, line 62a) • • • • • • . . • . . • • • . . . • . • . • . . •

4

Refund (Form 1040, line ?Ba; Form 1040A, line 48a; Form 1040EZ, line 13a; Form 1040-SS, Part I, line 13a;

5

Amount you owe (Form 1040, line 78; Form 1040A. line 50; Form 1040EZ, line 14; Form 1040NR, line 75)

4

Form 1040NR, line 73a)

6,774
our return

Under penalties of perjury, I declare that I have examined a copy of my electronic individual income tax return and accompanying schedules and statements
for the tax year ending December 31, 2017, and to the best of my knowledge and belief, ii is true, correct, and·accurately lists all amounts and sources of income
I received during the tax year. I further declare that the amounts in Part I above are the amounts from my electronic income tax return. I consent to allow my
intermediate service provider, transmitter, or electronic return originator (ERO) to send my return to the IRS and to receive from the IRS (a) an acknowledgement
of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any reiund. If applicable, I
authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution
account indicated in the tax preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial
institution lo debit the entry to this account. This authorization is to remain in full force and effect until I notify.the U.S. Treasury Financial Agent to terminate the
authorization. To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be
received no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic
payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that the
personal identification number (PIN) below is my signature for my electronic income tax return and, if applicable, my Electronic Funds Withdrawal Consent.
Taxpayer's PIN: check one box only

~

The Hays Group Inc

to enter or generate my PIN
7 43 6 9
· ERO firm name
Enter five digits, but
as my signature on my tax year 2017 electronically filed income tax return.
don't enter all zeros
I authorize

D I will enter my PIN as my signature on my tax year 2017 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part Ill below.
Your signature l> _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __

Date l>

0 9 -12 - 2 019

Spouse's PIN: check one box only

D

I authorize_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _to enter or generate my PIN _ _ _ _ _ _ __
ERO firm name
Enter five digits, but
don't enter all zeros
as my signature on my tax year 2017 electronically filed income tax return.

D I will enter my PIN as my signature on my tax year 2017 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part Ill below.
Spouse's signature I> _ _ _ _ _ _ __ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __

Pait 111

Date l>

---------------

Practitioner PIN Method Returns Onl - continue below
Certification and Authentication - Practitioner PIN Method Onl

ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN.

732644-22553
Don't enter all zeros

I certify that the above numeric entry is my PIN, which is my signature for the tax year 2017 electronically filed income tax return for
the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN
method and Pub.1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.
ERO's signature l> _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ __

Date I>

0 9 - 12 - 2 0 19

ERO Must Retain This Form - See Instructions
Don't Submit This Form to the IRS Unless Requested To Do So
For Paperwprlc Reduction Act Notice, see your tax return instructions.
EEA

Form 8879 (2017)

 ~

I

ial security number

4784

II

Safe 1 accurate,
FASTtUse

0MB No. 1545-0008

b Employer identification number (Ell,)

1

Visit the IRS website at
www.irs.gov/efile

IRS e-file
2

Federal income tax v1ithheld

4

Social security tax withheld

6

Medicare lax withheld

8

/..!located tips

VVages, tips, other compensation

14,000

27-2529258

3 500

3 Social securily wages

C Employer's name, address, and ZIP code

Kendra D Gill Attorney At Law

14,000
5

Medicare wages and tips

3601 N Classen Blvd Suite 109
Oklahoma Ci ty
OK 73118

7

Social security tips

d Control number

9 Verification code

e Employee's first name and initial

868

14,000

Suff.

Last name

203

10 Dependent care benefits
12a See instructions for box 12

11 Nonqualified plans

.
C

I

D

d

Kendra D

Gill

5915 NE 63rd St
Oklahoma City

Slalulo,y
employee

13

Retirement

Third-party

12b

n

C

sick pay

plan

n n

. I
~

12c

14 other

OK

.
.
C

I

~

73141

12d
C

I

~

f

Employee's address and ZIP code

15 Slate

17

16. Slate wages, lips, etc.

Employer's slate ID number

State income tax

14,000

OK1 13922988-02

18

19 Local income tax

Local wages, tips, etc,

20

Locality name

1,400

I
I
I

W

Form

try) Wage and Tax
0

Department of the Tre aswy-lnternal Revenue Seivice

Lb Statement

Copy B - To Be Filed With Employee's FEDERAL Tax Return.
This information is being furnished lo the Internal Revenue Service.
EEA

' f ormation on
T h e in

t he

Form

I

a

W-2

was use d

to prepare

Employee's social security number

I

t he

taxpayer's

1

C Employer's name, address, and ZIP code

d Control number
Suff.

Last name

Employee's first name and initial

tax

return

Visit the IRS website at
www.irs.gov/efi/e

2

Federal income tax withheld

3 Social security wages

4

Social security tax withheld

5

Medicare wages and lips

6

Medicare tax withheld

7

Social security lips

8

Allocated tips

9

Verification code

11

Wages, lips, other compensation

10 Dependent care benefits
12a See instructions for box 12

Nonqualified plans

.
C

D

d

13

StatutDI)'
employee

Retirement
plan

n n

14 Other

Third-party

12b

n

d
e

sick pay

C
D

I
I

12c

.
C

~

12d
C

~

f

b>VTh e Hays Group In C

IRS e-fi!e

FASTIUse

0MB No. 1545-0008

b Employer identification number (EIN)

e

Fe d era1

2017

Safe, accurate,

'

I
I

Employee's address and ZIP code

·J5 Slate

Employer's slate ID number

16 State wages, lips, etc.

17

Stale income lax

18 Local wages, tips, etc.

19 Local income lax

20

Localiiy name

I

I
I

I

G')) Wage and Tax

Form

W c&;,

Statement

Copy B - To Be Filed With Employee's FEDERAL Tax Return.
This information is being furnished to the Internal Revenue Service.
EEA

Department of the Treasury-Internal Revenue Seivice

 Interest andl !Penalty Calculation
form '1040

2017

(Keep for your records)

Name(s) as shown on relurn

Kendra D Coleman

4784

Failure to Pay Penalty
Tax due

12

...•.............. .

Months latex .005 (.25 max) .

• X

Failure to Pay penalty .

6,661
6.
%
- - - -000
--400

Failure to File Penalty

6,661

Tax due

11

25.000
2.500

Months late x .05 (.25 max)

Late payment factor (.025 max)
Late filing factor

. • • . . . . .

%
%

••.•••••• X

Failure to File penalty . . . . . .

22.500 %
1,499

If return filed more than 60 days late, the minimum penalty is the smaller of $210 or 100% of the unpaid tax.
Interest Worksheet

Tax due

#of

Interest

Days

Rate

. ---.. . .

Failure to File penalty .
4/18 - 6/30/2018

..

7/1 - 9/30/2018 • .
10/1 - 12/31/2018
1/1 - 03/31/2019
4/1 - 6/30/2019 . .
7/1 - 9/30/2019 . . .

(107)
92
92
90
91
92

5.000
5.000
5.000
5.000
5.000
5.000

Interest
Amount

6,661
1,499
8,160
8,040
8,141
8,244
8,346
8,450

Amount

(12 0)
101
103
102
104
106

Balance

6,661
8,160
8,040
81141
8,244
8,346
8,450
8,556

10/1 - 12/31/2019
1/1 - 03/31/2020
4/1 - 6/30/2020 . .
7/1 - 9/30/2020 . . .
10/1 -12/31/2020
1/1 - 03/31/2021
4/1 - 6/30/2021
7/1 - 9/30/2021
10/1 -12/31/2021
Date filed . . . . .

09-12-2019

Total Tax With Penalties and Interest
Amount you owe fform 1040, Line 78)
Failure to Pay penalty .
Failure to File penalty . . . . .
Interest

..... .

Total tax due . . . . . . . . •

PENALTY.LO

6,774
400
1,499
396
9,069

 Slhared IResponsibimy fPaymei1lf Worksheet

2017

( Keep for your records)
Name(s) as shown on return

Kendra D Coleman

------4784

This worksheet is a combination of Steps 2-5, Worksheets A and 8, and the Shared Responsibility Payment Worksheet shown
in the instructions for Form 8965.
If you or another member of your tax household had neither minimum essential coverage nor a coverage exemption for any month during 2017,
use the Shared Responsibility Payment Worksheet, below, to figure your shared responsibility payment.
Complete the monthly columns by placing "X's" in each month in which you or another member of your tax household had neither
minimum essential coverage nor a coverage exemption.

Jan

Name
Kendra D Coleman

1.

Feb

Mar

Apr

X

X

X

May

Jun

Jul

X

X

X

X

Aug

Sep

X

Oct

X

Nov

X

Dec

X

X

Total number of X's in a
month. If 5 or more,
enter 5

2.

.

. ...

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

Total number of X's in a
month for individuals 18 or
over*

3.

.

.

..

One-half th e number of X's
in a month for individuals
under 1a•

..

0.0

0.0

0.0

0. 0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

1.0

1.0

1. 0

1.0

1.0

1.0

1.0

1.0

1.0

1.0

1. 0

1.0

695.0

695.0

695.0

695.0

695.0

695.0

695.0

695 .0

695.0

695.0

695.0

695.0

4. Add lines 2 and 3 for each
month
5.

.. . .

Multiply line 4 by $695 for
each month. If $2,085 or
more, enter $2,085

..

..
...

6.

Sum of the monthly amounts entered on line 1

7.

Enter your household income (see Household income)

8.

Enter your filing threshold (see Eiliog TbcesbQlds For Most PeQple)

9.

Subtract line 8 from line 7

12
65,693.00
4,050.00
61,643.00

10.

Multiply line 9 by 2.5% (.025)

11.

Is line 10 more than $2,085?

. . ..

. . .

. ..

1,541.08

D Yes. Multiply line 10 by the number of months for which line 1 is more than zero }
No. Enter the amount from line 14 of the Flat Dollar Amount Worksheet

18,492.96

Ix]

12. Divide line 11 by 12.0
13. Multiply line 6 by $272**

.

...
. . . . .

. .

.

.

.. ..
. . . ..

. .... .
. . . .

..
..

1,541.08

.

.

14. Enter the smaller of line 12 or line 13 here and on Form 1040, line 61; Form 1040A, line 38; or Form
.. . .. . . . . ..
. ..
1040EZ, line 11. This is your shared responsibility payment

3,264.00

..

.

..

. .

Rounded amount will carry to main form

1,541.08
1,541

*For purposes of figuring the shared responsibility payment, an individual is considered under 18 for an entire month if he or she did not tum 18
before the first day of the month. An individual turns 18 on the anniversary of the day the individual was born. For example, someone born on
March 1, 1999, is considered age 18 on March 1, 2017, and therefore, is not considered age 18 for purpos~s of the shared responsibility
payment until April 2017.
**$272 is the 2017 national average premium for a bronze level health plan available through the Martketplace for one individual and should not
be changed.
WK_89651.LD

 Houselhold Income Worksheets for !Form 8965 and
!Fiat !Dollar Amount Worksheet

201 7

(Keep for your records)
Name(s) as shown on return

Taxl.D

Kendra D Coleman

784

-

Household Income Worksheet
1. Enter your adjusted gross income (AGI) from Form 1040, line 38; Form 1040A, line 22; or Form 1040NR, line 37

1.

65,693

5.

0

2. Enter any lax-exempt interest from Form 1040, line Sb; Form 1040A, line Sb; or

..

Form 1040NR, line 9b

2.

3. Enter any amounts from Form 2555, lines 45 and 50, and Form 2555-EZ, line 18

3.

4.

4.

. .

5. Modified AGI. Add lines 2 through 4
6. Amount from Dependents' Combined Modified AGI Worksheet, line 5

.

.

6.

7. Household income. Add lines 1, 5, and 6. Enter here and on the Shared Responsibility Payment Worksheet, line 7

..

8. Premiums paid through a salary reduction arrangement

7.

65,693

9.

65,693

8.

9. Household income for computing Coverage Exemption "A". Add lines 7 and 8

..

10. Non-taxable social security received by taxpayers and dependents who were required to file a return

. 10 .

11. Household income for computing Coverage Exemption "G" for residents of a state that did not

. .

expand Medicaid. Add lines 7 and 1O

65,693

. 11 .

Dependents' Combined Modified AGI Worksheet ~ Line 2b
1. Enter the AGI for your dependents from Form 1040, line 38; Form 1040A, line 22; Form 1040EZ, line 3; and

.

Form 1040NR, line 37

.

1.

2. Enter any tax-exempt interest for your dependents from Form 1040, line Sb; Form 1040A,
line Sb; Form 1040EZ, the amount written to the left of the line 2 entry space; and

..

Form 1040NR, line 9b

.

.

2.

3. Enter any amounts for your dependents from Form 2555, lines 45 and 50, and
Form 2555-EZ, line 18 .

. .

.

..

4. Add lines 2 and 3

.

..

3.

. .

4.

.

5. Add lines 1 and 4. Enter here and on Household Income Worksheet, line 6

..

.

..

. .

Household income (Household Income Worksheet, line 11) as a percentage of Federal Poverty Line

..

The Filing Threshold for this return is

. .

5.

4,050
11,880
553

..

The Federal Poverty Line for this household is

Flat Dollar Amount Worksheet
CAUTION!

Do not complete this worksheet unless the amount on line 1O of the Shared Responsibility Payment Worksheet is less than $2,085.

For each month, is the amount on line 5 of the Shared Responsibility Payment Worksheet
less than the amount on line 10 of the Shared Responsibility Payment Worksheet?*
1.

January

2.

February .

3.

March

..
..

..
. .

4. April
5.

May

6.

June

7.

July

8.

August

9.

September .

. .

. .
..
. .

. .
. .

..

..
..

10. October
11. November

. .

12.

December

..

13.

Add the amounts in each column

..
. .

Yes

No

Enter the amount

Enter the amount

from line 10

from line5

1 541. 08
1,541.08
1,541.08
1,541.08
1,541.08
1,541.08
1,541.08
1,541.08
1,54 1. 08
1,541.08
1,541.08
1,541.08
18,492.96

14. Add the amounts on line 13 of both columns. Enter the result on line 11 of the Shared
Responsibility Payment Worksheet

..

18,492.96

'If the amount on_line 1 of the Shared Responsibility Payment Worksheet is -0- for any month, leave both columns of this worksheet blank for that month.
WK_B9652.LD

 Slharehoider's Adjusfod !Basis Workslhee'I:, jpage 1
Keep for your records.

Kendra D Coleman
Kendra D Gill - Attorne

Name of Shareholder:
Name of Corporation:

ss

a t Law

EIN

4784
2 72529 2 5 8

Stock basis

0

Stock basis, beginning of year (Not less than zero)
2

Additional Capital Contributions of Stock Purchased

3

Increases for income and gain items:

2

5_1_,~ 6_9_3

a

Ordinary Income

(Sch K, Lin e ·1)

a ___

b

Real Estate Rental Income

(Sch K, Line 2)

b
C

c

Oiher Rental Income

(Sch K, Line 3c)

d

Interest, Dividends & Royalties

(Sch K, Lines 4, 5 & 6)

Capital Gain

(Sch K, Lines 7 & Ba)

e

- - -------

----------------e
----- ---d

O!her Portfolio Income

(Sch K, Line 10a)

g

Section 1231 Gain

(Sch K, Line 9)

9 _ _ _ _ _ _ _ __

h

Other Income

(Sch K, Line 10e)

h _ _ _ _ _ _ __

5_1~,_6_9_3_

Total Income and Gain Items

(Total lines 3a-3h)

Increase for Non-Taxable Income

(Sch K, Lines 16a & b)

3a-h _ _ _
3i

j

Increase for Excess Depletion Adjustment

3j

k

Increase from Recapture ofBusiness Credits (See IRC § 49(a), 50(a), 50(c)(2) & 1371(d))

3k

Gain from 179 asset disposition

3I

--------4 _ _ _5_1~,_6_9_3_

4

Stock Basis Before Distributions

(Add lines 1 through 3)

5

Reduction for Non-Taxable Dislribulions

(Sch K, Line 16d)

s ___5_2~,_3_1_3_

Stock Basis Before Non-Ded. Expense

(Cannot be negative)

6

Decrease for Non-Deductible Expense/Credit Adj

(Sch K. Line 16c & 13)

7

8

Stock Basis Before Allowable Losses & Deductions

(Cannot be negative)

8

9

Decreases for Loss and Deduction items

7

a

Ordinary Loss

(Page 2, Col d, Line 9a)

b

Real Estate Rental Loss

(Page 2, Cold, Line 9b)

b

c

Other Rental Loss

(Page 2, Col d, Line 9c)

C

d

Capital Loss

(Page 2, Col d, Line 9d)

d

Other Portfolio Loss

(Page 2, Cold, Line 9e)

e

Section 1231 Loss

(Page 2, Col d, Line 9f)

g

other Loss

(Page 2, Col d, Line 9g)

g

h

Charitable Contributions

(Page 2, Col d, Line 9h)

h

Section 179 Expense

(Page 2, Col d, Line 9i)

Portfolio Income Expenses

(Page 2, Col d, Line 9j)

j

Other Deductions

(Page 2, Col d, Line 9k)

k

Interest Expense on Investment Debt

(Page 2, Col d, Line 91)

m Section 59(e) Expenditures

(Page 2, Col d, Line 9m)

m

Total Loss and Deduction Items

(Total Lines 9a-9m)

n

Other decreases

(Page 2, Col d, Line 9n)

9n

o

Loss from 179 asset disposition

(Page 2, Cold, Line 9o)

9o

9a-m

Total Decrease for Loss and Deductions Items and Business Credits

9

10 Less: net increase applied to debt basis

10

11 Stock Basis at End of Year (Line 8 minus line 9 minus line 10) (not less than zero)

11

Debt Basis
12

Debt basis at beginning of year (not less than zero)

12

13

New loans lo corporation during year

13

14

Restoration of Debt Basis (Line 10)

14

15

Less: Loans repaid by corporation during the year

15

16

Less: A pplied against excess loss and deductions/ non-deductible items

16

17

Debt basis at the end of tax year (combine lines 12-16) (not less than zero)

17

18

Shareholde(s total basis at end of tax year (combine lines 11 and 17)

18

Carryover

Total
Disallowed

Losses
19

Total Beginning of year

20

Add:

Losses and deductions this year

21

Less:

22

End of year (Not less than zero)

WK_ISBAS.LD

0

a

e

k

-----------------

2,499
3,262

Applied this year

5,761

Debt Basis Applied
Against Excess
Losses and Deductions

0

 Shareholder's Adj1Usil:ed !Basis Worksheet, page 2

2(0)17

Keep for your records.

NameofShareholderKendra D Coleman
NameofCorporation:Kendra D Gill - Attorn e

784

ss

at Law

EIN

2 72 5 2 92 5 8

Allocation perceniage line 9

Losses and deductions allowed divided by Total Losses and deductions

Allocation percentage line 7

Losses and deductions allowed divided by Total Losses and deductions

Sch K1
Line:

(A)

(B)

(C)

(D)

(E)

Beginning
of Year
Losses and
Deductions

Current Year
Losses and
Deductions

Total
Losses and
Deductions

Allowed
Losses and
Deductions in
Current Year

Disallowed
Losses and
Deductions in
Current Year

9a Ordinary.Losses

b Rental Real Estate Losses

2

c Other Rental Losses

3

d Short-term capital losses

7

d Long-term capital losses

Ba

e Other portfolio losses

10, Code A

f 1231 losses

9

g 1256 losses

10, Code C

g SIT Cap (Not Portfolio)

10, CodeEF

g LIT Cap Total (Not Portfolio)

10, Code EG

g Other losses

10, Code 8, ED, EE

h CC Cash50%

12, Code A

h CC Cash30%

12, Code 8

h CC Noncash 50%

12, Code C

h CC Noncash 30%

12, Code D

h CC Capital Gain ~rop 30%

12, Code E

h CC Capital Gain Prop 20%

12, Code F

h CC 100%
Section 179

1,092

800

12, Code G

1,092

1,092

800

800

11 Code A

Section 179 Qua!. Real Property 11 codes

j

Portfolio 2%

12, Code K

Portfolio Other

12, Code L

k Deductions - royalty income

12, Code I

k Reforestation expense

12, code o

k Film and TV Prod Exp

12, code SE

k Interest Exp - Schedule E

12, code SA

k

CCF Contributions

12, Code sc

k

Interest penalty

12, Code SD

k Oil and gas depletion
k other deductions
l

Interest Exp Investment Sch A

12, Code H & ss

m Sec. 59(e)(2) Circulation Costs

12, codeJA

m Sec. 59(e)(2) Research Costs

12, Code JB

m Sec. 59(e)(2) Mining Costs

12, code Jc

m Sec. 59(e)(2) Intangible Drilling

12, code JD

n Other decreases
o Loss from 179 asset
Total deductible losses and deductions
7

1 092

1 892

1 892

1 699

2,170

2,170

3,869

Nondeductible expenses &
credit adj

16, Code C

*

3,262
4,062
2,499
Prior year losses on 7 will not be deducted in the current year, and will not be included in
column C, unless 'Elect to take losses and deductions before non-deductible items' is checked.

Totals

*

800

WK_ISBAS.LD2

5,761

 Carryover Worksheet
Ust of items that wm carryover to the

2«n 8 fax return
2017

(Keep for your records)
Name(s) as shown

on return

Kendra D Coleman
Itemized Deductions

Carryover Amount

Contributions subject to 100% of AGI limitations
Contributions subject to 50% of AGI !imitations

. . . . • . . . . . . . . . . ....

Contributions subject to 30% of AGI limitations (50% capital gains appreciated property) .
Contributions subject to 30% of AGI limitations
Contributions subject to 20% of AGI limitations (30% capital gains appreciated property)
Taxable state and local refunds to Form 1040, line 10

.

1,210

State/local taxes paid in 2018 to flow to the Schedule A
State donations and contributions carryover
State overpayment applied to next year

Expenses
Office in home operating expenses

. .

Office in home excess casualty losses and depreciation
Disallowed investment interest expense

AMT

Reg. Tax

Section 179 expense . . . . . . . . .
Operating expenses, from Form WK_E, Sch E - Rental limitation on deductions when used for personal use
Excess depreciation, from Form WK_E, Sch E - Rental limitation on deductions when used for personal use

Losses
Short-term capital loss

AMT

Long-term capital loss

AMT

Reg. Tax

Net operating loss

AMT

Reg. Tax

AMT

Reg. Tax

AMT

Reg . Tax

. .

Nonrecaptured net section 1231 losses from WK_1231C

Reg.Tax

Credits
Mortgage interest credit . • . . .
Credit for prior year minimum tax
Foreign Tax credit . . . . . . . .
District of Columbia first time home owner's credit
Res. energy efficient property credit

other
Preparer Fee . . • . . . . . • . .
Overpayment applied to next year's estimates
Estimated Tax Payment 1

Estimated Tax Payment2

Estimated Tax Payment3

Estimated Tax Payment4

10,161
2·, 610

Federal tax liability for 2210 calculation
State tax liability for state 221 O calculation
IRA basis . . . . . .

Passive Activity

At Risk Limitations

WK_CARRY.LD

Taxpayer

Spouse

 FOR iAXYEAR.2017
KENDRA D COLEMAN

The Hays Group Inc
3126 S Boulevqrd Ste 324
Edmond, OK 73013
(405)715-0225

 'flln.e JH21y§ G Irfflill]]_J) ][nnc
3 126 S Boulevard Ste 324
Edmond, OK 73013
shays@thehaysgroup.com
Phone: (405)715-0225 J Fax: (866)379-2025

September 12, 2019
Kendra D Coleman
5915 NE 63rd St
Oklahoma City, OK 73141
Kendra D Coleman:
Return Type
Federal Income Tax
Oklahoma Income Tax

Refund/Balance Due
$9,069 Balance Due
$1,585 Balance Due

Transaction Method
Mail a check
Mail a check

The following return(s) ·will bee-filed and do not need to be mailed to the taxing authority:
Federal Income Tax
Oklahoma Income Tax
Mail payment on or before due date to the following address:
Federal Income Tax
Internal Revenue Service
P.O. Box 802501
Cincinnati, OH 45280-2501
Oklahoma Income Tax
Oklahoma Tax Commission
PO Box26890
Oklahoma City, OK 73126-0890
Sincerely,

Michele Orefice
The Hays Group Inc

 'flln~ Hay§

Girt01l1l[ll

Kllnc

3126 S Boulevard Ste 324
Edmond, OK 73013
shays@thehaysgroup.com
Phone: (405)715-0225 I Fax: (866)379-2025

September 12, 2019
Kendra D Coleman
5915 NE 63rd St
Oklahoma City, OK 73141
Your privacy is important to us. Read the following privacy policy.
We collect nonpublic personal information about you from various sources, including:

* Interviews regarding your tax situation
* Applications, organiz.ers, or other documents that supply such information as your name, address, telephone number,
Social Security Nrunber, number of dependents, income, and other tax-related data

* Tax-related docrunents you provide that are required for processn1g tax returns, such as Forms W-2, 1099R, 1099INT and 1099-DN, and stock transactions
We do not disclose any nonpublic personal information about our clients or fonner clients to anyone, except as
requested by our clients or as required by law.
We restrict access to personal information concerning you, except to our employees who need such niformation in order
to provide products or services to you. We maintan1 physical, electronic, and procedural safeguards that comply with
federal regulations to guard your personal information.

If you have any questions about our privacy policy, contact our office at (405)715-0225 .
Sincerely,

Michele Orefice
The Hays Group Inc

 2017

TAX RETURN COMPARISON
2015 / 2016 /2017
Name(s) as shown on return

Kendra D Coleman

. . .;84
2015

.. . .

Filing Status

2016

2017

Difference 2016-2017

3
1

Number of Exemptions

1

Income

14,000

14,000

51,693

51,693

65,693

65,693

65,693

65,693

3,588
6,512

3,588
6,512

10,100
4,050

10,100
4,050

..

51,543
8,620

51,543
8,620

. .
..

1,541
10,161

1,541
10,161

3,500

3,500

6,774
OK
55,993
2,610

6,774
55,993
2,610

1,585
25 . 00
16.72

1,585
25.00
16.72

Wages, salaries, tips, etc. .
Taxable interest and dividends
Taxable state and local refunds

. ..

.

Alimony . .

. .

..
. . . .. .

Bu 9iness income (loss)
Gains (losses) .

.

Pensions and IRA distributions
Rent and royalty income (loss)
Part, S-corps, trusts income (loss) .

..

Farm income (loss)

Unemployment compensation
Total SS benefits received.
Taxable SS benefits ..
Other income (loss) •.

..

Total Income .

Adjusted Gross Income
Half of self-employment tax
IRA deduction.

.. . .

Other adjustments

...

..

Total Adjusted Gross Income
Deductions
Medical deductions
State and local taxes
Interest . .

..

Contributions .

Employee business expenses . .
Standard or other deductions

..

Total Itemized or Standard Ded

. . . ....

Exemption Amount

Tax and Credits
Taxable Income

. . .

.

Tax . .

Credits ..
Self-employment tax
Other taxes .
Total Tax-.
Payments
Withholdings

. . . ...

. . .

Estimated tax payments •
Earned income credit . .
Other payments and credits

...

Overpayment

Overpayment Applied .
Refund

...

Balance Due •

.
.

.

..

. .

Resident State

.

Taxable income .
Tax ..
Refund

.

.

...
..

Balance Due .
Marginal tax rate .
Effective tax rate .

. ..

 DO NOT MAIL OKLAHOMA TAX RETURN - FORM 511 OR FORM 511NR
See instructions fo determine if you are required fo send Form 511EF to the OTC.

2Ql17
Form 511EF

OKLAHOMA INDIVIDUAL INCOME TAX DECLARATION FOR !ELECTRONIC FILING
Your first name and middle initial

Last name

Your social
secu1ity number

Kendra D Coleman
If a joint return, spouse's first name and middle initial

Last name

4 7 8 4

Spouse's social
security number

I -I

Mailing address (number and street, including apartment number, rural route or PO Box)

5915 NE 63rd St

Filing status

~

City, State, ZIP

Oklahoma City, OK
□ PART ONE
1
2
3
4
5

73141

Total number of exemptions

[Q:fil

TAX RETURN INFORMATION (WH0LE DOLLARS ONLY)

Oklahoma Adjusted Gross Income (511, Line 7) or
Adjusted Gross Income: All Sources (511 NR, Line 7)
............ .
Oklahoma Income Tax and Use Tax (511, Line 22 or 511 NR, Line 26)
Oklahoma Income Tax Payments and Credits (511, Line 33 or 511 NR, Line 34)
Refund (511, Line 38 or 511 NR, Line 39) . . . . . . . . . . . . . . . . . . . . .
Balance Due (511, Line 43 or 511 NR, Line 44) . . . . . . . . . . . . . . . . . .

65 693
2,610
1,400

1

00
00
3
00
4
00
5
1,585 00
For a balance due return with an electronic payment complete line 6b below. The due date for an electronic payment is April 20th. For a
balance due return with a non-electronic payment enclose a payment with the 511-V and submit on or before the due date of April 15th. If the
Internal Revenue Code (IRC) of the IRS provides for a later due date, your payment may be made by the later due date and will be considered
timely. If the due date falls on a weekend or legal holiday when OTC offices are closed, your payment is due the next business day.

DECLARAT10N OF TAXPAYER

0PARTTWO

~

2

I consent that my refund be directly deposited as designated in the electronic portion of my 2017 Oklahoma income tax return.
If I have filed a joint return, this is an irrevocable appointment of the other spouse as an agent to receive the refund.
I authorize the Oklahoma State Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit)
entry to the financial institution account indicated in the tax preparation software for payment of my Oklahoma taxes owed on this return
and/or a payment of estimated tax. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to
receive confidential information necessary to answer inquiries and resolve issues related to the payment.

If I have filed a balance due return, I understand that if the Oklahoma Tax Commission (OTC) does not receive full and timely payment of my tax liability, I
will remain liable for the tax liability and all applicable interest and penalties.
Under penalties of perjury, I declare I have _compared the information contained on my return, with information I have provided lo my Electronic Return
Originator (ERO), and the amounts described in Part One above, agree with ihe amounts shown on the corresponding lines of my 2017 Oklahoma income
tax return. To the best of my knowledge and belief, my return is true, correct, and complete. I consent that my return, including this declaration and accompanying schedules and statements, be sent to the OTC by my ERO.
In addition, by using a computer system and softv,,are to prepare and transmit my return electronically, I consent to the disclosure to the Oklahoma Tax
Commission of all information pertaining to my use of the system and software and to the transmission of my tax return electronically.
Sign

09-12-2019

Here:

Dale

Your Signature

DPART THREE I

Spouse's Signature (ff joint return, both must sign)

Date

DECLARATION OF ELECTRONIC RETURN ORIGINATOR (ERO) AND PAID PREPARER

I declare I have reviewed the above taxpayer's return and the entries on Form 511 EF are complete and correct to the best of my knowledge. (EROs who are
collectors are not responsible for reviewing the taxpayer's return; however, they must ensure Form 511 EF accurately reflects the data on the return.) I have
obtained the taxpayer's signature on Form 511 EF and I have provided the taxpayer with a copy of all forms and information to be filed with the OTC, and have
followed all other requirements described in Pub. 1345, Handbook for Electronic Filers of Individual Income Tax Returns (Tax Year 2017). If I am also a Paid
Preparer, under penalties of perjury I declare I have examined the above taxpayer's return and accompanying schedules and statements, and lo the best of
my knowledge and belief, they are true, correct, and complete. This Paid Preparer declaration is based on all information of which I have any knowledge.
ERO Use
Only

09-12-20 1 9
P00232495
-------------------------------------------ERO or Paid Preparer's Signature
PTIN
Dale

Paid Preparer
Use Only

09-12-2019
P02215749
- - - - -- - - - - - - - - - - - - - - Date
------ - - - - -- - - - - - - - - - - - -Paid Preparer Signature
PTIN

Firm name (or yours if self-employed),
address and ZIP

The Hays Group Inc
3126 S Boulevard Ste 324
Edmond, OK 73013
Phone number

4 0 5 - 715 - 0 2 2 5

 !Tl-I

STATE Of' OKLAIHOMA

~NDiVHJUAL ~l\l!COME TAX !PAYMENT VOUCH!ER
Reporting Period

Due Date*

Penalty and interest may be
assessed if payment is not sent

01 -01 -2017 fo 12-31-2017
Your first name, middle inilial and last name

04-15-2018

by the due date.

Your Social Security Number (if filing a joint return, enter the SSN shown first

Kendra D Coleman
If joint retu rn, spouse's first name, middle initial and last name

Mailing address (numb er and street, including apartment number, rural route or PO Box)

Daytime phone number (optional)

5915 NE 63rd St
Cily, State, ZIP

Do IlQI enclose a copy of your

Oklahoma Citv

OK

73141

Oklahoma Tax Commission

Oklahoma tax return.

Balance Due

1,585

Post Office Box 26890
Oklahoma City, OK 73126-0890

Amount of Payment

1,585

 !Form 5111
2(0)11

OKlA!HIOMA RlES~DlEN1' ~~~COMIE TAX RlETlUJlRN
Your Social Security Number
Spouse's Social Security Number
Qoint return only)

Place an •x• in this
b_ ox if this taxpayer □
Is deceased ----p

AMENDED
RETURN!
1-....a.aa:..a...:.a.=.'----t
Place an 'X' in this
box if this is an
amended 511. See
Place an 'X' in this □ Schedule
box if this taxpayer
511 _H_.,J)-...__
is deceased -----p'
7V

j_J

I-.- - - - - - - - - - - <I
ill
o_

(fJ
(f)

o::

~----~

Your first name, middle inilial and last name

>l-

D

Kendra

0::

Oo

Coleman

If a joint return, spouse's first name, middle initial and last name

0 1-

<l'. z
0zo:'.
<l'. o_

Mailing address (number and street, including apartment number, rural route or PO Box)

ww

5915 NE 63rd
City, Stale and ZIP

;;;; . (fJ

<l'. <l'.

zW
.....J

Oklahoma

o_

City

St
Cf)

OK 7 3 141

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0

• NOTE: If claiming Special Exemption, see instructions on page 6 of 511 Packet.
·REGLiOii'f ·*sPECIAL
BLIND
YOURSELF

1

--

+

(fJ

:::i

~

I- .
(fJ

(9

z

:J

u:::

1 WSingle
2

Married filing joint return (even if only one had income)
3 X Married filing separate
.
.* If spouse ls also fiiing, list
Name: Char 1 es T C
name and SSN in the boxes: sst
3 51

LJ Head of household with qualifying person
5 LJ Qualifying widow(er) with dependent child

~

SPOUSE

+

=

+

w

><
w

ID

AGE 65 OR OVER?(Please see instructions)

"~~

,-

=
~

NOTE: IF YOU MAY BE
CLAIMED AS A DEP•.
ON ANOTHER RETURN.
ENTER •o• FOR YOUR
REGULAR EXEMPTION.

-

Yourself

D

Spouse

I

Round to Nearest Whole Dollar

1

Federal adjusted gross income (from Federal 1040, 1040A, or 1040EZ)
Oklahoma Subtractions (provide Schedule 511~A)
Line 1 minus line 2 _ _ _ _ . _ . _ . _ _ _ . __ . . . _

4

Out-of-state income, except wages. Describe (4a)
(Provide Federal schedule with detailed description; see instructions)
Line 3 minus line 4b _ _ _ ____ . _ . • _ . __ . _ _ _ _ __ .. _ . _ . _ _ ____ _

7

-

¥; 00

NUMBER OF OTHER DEPENDENTS

2
3

6

WR ITE THE TOTAL

-

PART ONE: TO ARRIVE AT OKLAHOMA ADJUSTED GROSS INCOME

5

0

.~: 00

NUMBER OF DEPENDENT CHILDREN

4

* Please list the ear spouse died in box at right:

A DD THE TOTALS FROM
..q-THE4 BOXES.

-

.__

IQ_

1

!~ '

+

65

1
2
3

65,693

4b
5

Oklahoma Additions (provide Schedule 511-B) - - .. -

6

Oklahoma adjusted gross income (line 5 plus line 6) _ . __ . _ . _ _ _

7

693

65

693

65,693

00
00
00
00
00
00
00

(If line 7 is different than line 1, provide a copy of yo_ur Federal rfilturn.)

PART TWO: OKLAHOMA TAXABLE INCOME, TAX AND CREDITS

W

00

------➔j-° °--11

8 1
t-

Oklahoma Adjustments (provide Schedule 511-C) - - - • • - • - - - - - - - · · · · - · · - • -

IJ] Oklahoma income after adjustments (line 7 minus line 8)

... __ .. _ . . ___ . ___ . _ _ 9 .
65 , 693 _ .
STOP AND READ: If line 4b is zero, complete lines 10-11_ If line 4b is more than zero, se e SCheel ue
I 511 -D an d d o no como,e
I te I"mes 10 -11

1OA Federal itemized deductions from Federal Schedule A, line 29
. _ _ _ _ _ _ . . _10A I
(Provide copy of the Federal Schedule A.) (If you did not itemize, skip lines 1OA and 1OB;
enter the Oklahoma standard deduction on line 10C)
1OB State and local sales or income taxes included in line 1OA . - - . . . - . 10BI

10,100

loo

1,400

loo

1 oc Oklahoma itemized deductions (line 10A minus line 1OB) or Oklahoma standa rd deduction
(Single or Married Filing Separate: $6,350 ° Married Filing Joint or Qualifying Wido w(er): $12,700 •
Head of Household: $9,350)
_ _ _ _ _ _ _ _ _ _ . _ _ _ _ _ . __ __ _ . _ _ _ ........
11
12
13

--.

...

Exemptions ($1,000 x total number of exemptions claimed above) · Total d eductions and exemptions (add lines 10C and 11 or amount from Sch. 511-D, line5)
Oklahoma Taxable Income (line 9 minus line 12) __ . _ . _ . ____ _ - -

10C
_ 11
12
_ 13

8 700 00
1,000 00
9,700 00
55 993 00

14

Oklahoma In come Tax from Tax Table (see pages 20-31 of instruction s)
If using Farm Income Averaging, enter tax from Form 573, line 22 and enter a "1" in box.
If paying the Health Savings Account additional 10% tax, add additional tax here and enter a "2" in box.
2,610 00
If recapturing the Oklahoma Affordable Housing Tax Credit, add recaptured credit here and enter a "3" in box - - .
14
STOP AND READ: lfline 7 is equal to or larger than line 1, complete lines 15 and 16. lfline 7 is smaller than line 1, complete Schedules 511-E and 511 " F
. 15
00
15 Oklahoma child care/child tax credit (see instructions)
16
00
16 Oklahoma earned income credit (see instructions) . _ .. _ . __ . _
00
- - - - _ 17
17 Credit for ta xes paid to another state (provide Form 511 TX) · - - 00
18 Form 511CR - Oth er Credits Form. List 511CR line number claimed here:
1a

□

c=J

19

Income Tax (line 14 minus lines 15-18) Do not enter less than zero
DO NOT PAY THIS AMOUNT. PAYMENT IS FIGURED ON LINE 43_

. _ - . _ 19

2 ,610

00

 2017 For m 511 - Res ident In come Tax Return - Pa ge 2
Name(s) shown•-;'·,

Your Social
Security Number:

011F!lrm9_:!f=··/. •Kendra D Coleman

'' PART THREE: TAX, CREDITS AND PAYMENTS
20 Total from line 19
21

. . . . . . . . . . . . .. . . . . . . . . . .• . . . . . .

20

mail order, or other o ut-of-state purchases . . . .

21

Use tax due on Internet,

.. . . . . . . . . . . . . . . . • . . . •.•
(qualified farmer

D ). . . . . . . .

25 2017 payment with extension . . . . . . . . . . . . . .

1,400

24

00

25

00

26 Low Income Property Tax Credit (provide Form 538-H)

26

00

27

00

28

00

29

00

29 Credits from Form . . . . . • . . . . .

. . . . • .

.

b)O 578

a)O 577 . . .

2,610

00

1 400

00

00

27 Sales Tax Relief Credit (provide Form 538-S)
28 Natural Disaster Tax Credit (provide Form 576)

00
00

22

23 Oklahoma withholding (provide all W-2s, 1099s or other withholding statements)23
24 2017 estimated tax payments

610

[KJ

(For use tax table, see page 11 of the Packet) If you certify that no use tax is due, place an 'X' here:
22 Balance (add lines 20 and 21)

2

30 Amount paid with original return plus additional paid after it was filed
(amended return only) . . . • . . . . . . . . . . . . . . . . . . . . . .
31

Payments and credits (add lines 23-30)

30

00

........ .. .... .

31

32 Overpayment, if any, as shown on original return and/or prior amended return(s) or
as previously adjusted by Oklahoma (amended return only)
33 Total payments and credits (line 31 minus 32)

32

..... .

00

1 400

33

00

PART FOUR: REFUND
. . ..

If line 33 is more than line 22, subtract line 22 from line 33. This is your ove rpayment

to 2018

Amount of line 34 to be applied

estimated tax (original return only)

I

Ioo

I

I oo

(For further information regarding estimated tax, see page 4 of the 511 Packet.)35
Schedule 511-G provides you with the opportunity to make a financial gift from your refund to av ariety of Oklahoma
organizations. Please place the line number of the organization from Schedule 511-G in the box b elow. If you give to
more than one organization, put a "99" in the box. Provide Schedule 511-G .

D

36

Donations from ~our refund (total from Schedule 511-G)
Total deductions from refund (add lines 35 and 36) . . .

37

Amount to be refunded

38

Direct

Deposit

Note:

to you

(line 34 minus line 37)

~

Verify your account and routing numbers are correct. If your direct deposit
fails to process or you do not choose
direct deposit, you will receive a debit
card. See the 511 Packet for direct
deposit and debit card information.

o I oo

34

I oo
I oo

ls this refund going to or through an account that is located outside of the United States?
Deposit my refund in my:

0 checking account
·0 savings account

Routing
Number:
Account
Number:

•. ·

I
I

□ Yes

I

I

PART FIVE: AMOUNT YOU OWE
39 If line 22 is more than line 33, subtract line 33 from line 22. This is your tax due

. 39

40 Donation: Support the Oklahoma General Revenue Fund (original return only)

. 40

41

.□)

Underpayment of estimated tax interest (annualized installment method

1,210

00
00

41

57

00

42

318
1 585

00

(If you have an underpayment of estimated tax {line 41) & overpayment (line 34), see instructions.)
42 For delinquent payment add penalty of 5%
plus interest at 1.25% per month

. . . . • . .

. . . . . . . . . . . . . . . . . . .

43 Total tax, donation, penalty and interest (add lines 39-42)
Under penalty of perjury, I declare the inform2tion contained in this document, and all
attachmenls and schedules, is !rue 2nd correct lo the best of my knowledge and belief,

Taxpayers signature

Date

Spouse's signature

09-12-2019
Taxpayers
occupation

257

. . . . . . . . . . . . . . .

43

Place an "X" in this box If the Oklahoma Tax Commission
may discuss lhis return with your lax preparer • • • •

Date

•

~
L___:=j

Paid Preparers signature

!Jate

Spouse's
occupation

09-12-2019
Paid Preparers address and phone number
405-715 -0 225
3126 s Boulevard Ste 32

Daytime Phone
(oplional)

E:dmond, OK 73013

Attorney
DayLime Phone
(optional)

61

$
$

Paid Preparers PTIN

P02215749

DO NOT STAPLE DOCUMENTATIONTOTHIS FORM. TO ATTACH ITEMS, PLEASE USEA PAPER CLIP.
MAILING ADDRESS FOR THIS FORM: OKLAHOMA TAX COMMISSION, INCOME TAX 2-D RETURN, P.O. BOX 269045, OKLAHOMA CITY, OK 73126-9045
The Oklahoma Tax Commission is not required to give actual notice to taxpayers of changes in any state tax law.

00

 Stafo of Oklahoma

UNDERPAYMENT OF ESTIMATED TAX VVORKSHEET
2

SSN or.FEIN

Name as shown on return

0

Kendra D Coleman

1
7

SEGTJ0N ONE: ANNUALIZED METHOD

D Check the box to the left if you are using the annualized income installment method. If your income varied during the year because, for
example, you operated your business on a seasonal basis, you may be able to lower or eliminate the amount of one or more required
installments by using the annualized income installment method. If you checked the box, you must complete and enclose with your return this form and
Form OW-8-P-SUP-I for individuals or OW-8-P-SUP-C for corporations and trusts. These forms can be obtained from our website at www.tax.ok.gov.

,- SECTION TWO: WORKSHEET

~'_ _ _ _ _ _ _P_a_r1_(1_:_R_e_,q_u_ir_e_d_A_n_n_u_a_l_P_a,,_ym_e_n_t_ _ _ _ _ _--"I
1. Income tax shown on your current year's tax return
2. Oklahoma credits (refundable and nonrefundable)

_________

_·. :11· _ _ _ _ _ _
2_,_6_1_0__,

~

3. Oklahoma tax liability. Subtract line 2 from line 1

2 , 610

If less than $1,000 stop here; you do not owe the interest.
4 . Multiply line 3 by 70% (0.70)

. . . . . . . . . . . .

.4r-------l-----=1~,~8=2~7I
. 5
l__,_,_4....:.0....:.0__,

5. Withholding taxes

' - I_ _ _ _

Do not Include any estimated tax payments on this line.
6. Subtract line 5 from line 3

. . . . . . • . . . . . .

. ·5

1__,_,_2;_;_;1....:..0-----'

' - I_ _ _ _

If less than $500 stop here; you do not owe the interest.

.7

7. Tax liability shown on your previous year's tax return

4' 3961

Previous year's return must be for 12 months. If you were not required to file an
income tax return for the previous tax year stop here; you do not owe the interest.

. . . . . . . . . ..

8. Required annual payment Enter the smaller of line 4 or line 7

I

Note: If line 5 is equal to or more than line 8 stop here; you do not owe the interest.

Part 2: Figure Your Underpayment
9. Required a11nual payment . . . • . . . . . . . . . . .

I

Column A
April 15th
First Quarter

9

I

- 8
Due Date of Installments*
ColumnB
June 15th
Second Quarter

Column C
Sept. 15th
Third Quarter

1, 8271

I
Column D
Jan. 15th
Fourth Quarter

457

457

457

456

350

350

350

350

350

350

350

350

Enter 1/4 of line 8 in each column unless you have checked the box in Section 1
If checked, enter the amounts from Form OW-8-P-SUP-I or OW-8-P-SUP-C.
10. a. Tax withheld (see instructions)

. . .

b. Estimated tax paid (see instructions)

1 Oa
. . . . . • . . . .

10b

c. Add lines 10a and 1 Ob . . . . . . . . . • . . . . . . .

10 C

If line 1Oc is equal to or more than line 9 for all payment periods
stop here; you do not owe the interest.
Complete lines 11 -17 of one column before continuing ...
11. Enter amount, if any, from line 17 of previous column

1

12. Add lines 1 Oc and 11

2

350

350

350

3

107

214

321

350

243

136

29

107

214

321

427

21

18

13

. • . . . . . . . . . . . . . . .

13. Add amounts on lines 15 and 16 of the previous column
14.

For Column A

only, enter the amountfrom line 1Oc

14

For Columns B, C, and D, subtract line 13 from line 12.
If zero or less, enter 0.
15. If the amount on line 14 is zero, subtract line 12 from
line 13. Otherwise, enter O

• . • . • . • . • • • •

15

16. Underpayment. If line 9 is equal to or more than line 14,
subtract line 14 from 9. Then go to line 11 of next column

16

17. Overpayment. If line 14 is equal to or more than line 9,
subtract line 9 from 14. Then go to line 11 of next column

17

Complete lines 18 and 19 after completion of Part 3...
18. Interest due for each quarter (from Part 3)

18

19. Total Interest. Add line 18, Columns A, B, C and D .

19

*If the due date falls on a weekend or holiday, adjust the due date to the next business day. Also, adjust the quarter due date as needed for
fiscal year taxpayers.
Line 1O: You are considered to have paid one-fourth of your withholding on each payment due dale unless you can show otherwise. Estimated tax must be
entered in the quarter in which ii was paid (ie, Column A, payments made by 4/15; Column B, payments made 4/16 through 6/15; Column C, payments made
6/16 lhrough 9/15; and Column D, payments made 9/16 through 1/15 of the following year). Payments made after the due date of the fourth quarter estimate shall
not be included on this line as an estimated tax payment, but shall be used in the underpayment worksheet as a prepayment of tax (see instructions for Part 3).
Include in the first quarter any overpayment of tax from your previous tax year's return that you elected to apply lo this year's estimated tax.
Line 19: Enter total interest here and on your income tax return .

5
57

 ffi]~[§]

~

2017 Form OW-8-P
Oklahoma Underpayment of Estimated Tax Worksheet - Page 2

@]..,,,.
.: ••
rot~~

IiiiilSSNorF

Name as shown on return

I_Kendra

D Coleman -- - - -- -- - - - -- -- - - - -- - - - '_
L - - - - - ----''-"-'-'-''-'--="'----

I

Part 3: Com~utation of Interest

Complete each quarter before going to the next qua1ier.

First Quarter

I

Column A

Column B

Date of
Payment

Amount of
Payment

1784
,._
_ _ __ _ __ _ _ _

Column C
Balance Due
After
Payment

Column D

Column E

Number of
Days

Interest

I
~

Due Date 4/15

O

Enter required payment from Part 2, line 9, Column A.
Enter any withholding.
Enter apply from previous year, if any.
Enter any estimated tax payment
Enter tax payment made after 4/15.

4/15
4/15
4/15

350

04-17

107

457
107
107
107

365

21

Enter tax payment made after 4/15.

21

Total interest due for first quarter.

Second Quarter

O

Due Date 6/15

Enter required payment from Part 2, line 9, Column B.
Enter any withholding not used in prior quarter.
Enter any estimated tax not used in prior quarter.
Enter tax payment made after 6/15.

6/15
6/15

350

04-17

107

457
107
107

306

18

Enter tax payment made after 6/15.

18

Total interest due for second quarter.

Third Quarter

O

Due Date 9/15

Enter required payment from Part 2, line 9, Column C.
Enter any withholding not used in prior quarters.
Enter any estimated tax not used in prior quarters.
Enter tax payment made after 9/15.

9/15
9/15

350

04-17

107

457
107
107

214

13

Enter lax payment made after 9/15.

13

Total interest due for third quarter.

Fourth Quarter

O

Due Date 1/15

Enter required payment from Part 2, line 9, Column D.
Enter any withholding not used in prior quarter.
Enter any estimated tax not used in prior quarter.
Enter tax payment made after 1/15.

1/15
1/15

350

04-17

106

456
106
106

92

5

Enter lax payment made after 1/15.
Total interest due for fourth quarter.

Instructions to Part 3
In the first line of ea_
ch quarter, Part 3, Column C, enter the required payment from Part 2, line 9. Then complete each line across before
proceeding to the next line. Column C in each quarter must be brought lo zero, unless all payments have already been applied, before
proceeding to the next quarter.
Column A- Enter the date the estimated tax paymenl(s) was actually paid. Estimated tax payments and withholding payments which
are paid on or before the quarterly due date are considered timely paid; therefore, the date is preprinted on the form. If the preprinted
dale falls on a weekend or holiday, adjust the date to the next business day. Any balance due, paid with your tax return, is considered a
payment for this purpose and should be listed using the dale you filed your return or the original due date, whichever is earlier.
Column B- Enter payments according lo the date paid or deemed paid, the earliest dale of payment being applied first. Only use the
·
portion of a payment necessary to bring the balance due to zero.
Withholding payments are deemed paid on the quarterly due date(s). Enter on the withholding line tax(es) withheld, on or before the
quarterly due date, that have not been applied to a previous quarter.
Enter on the estimated tax line estimated tax paymenls paid on or before the quarterly due dale, which have not been applied to a previous quarter.
Enter on the tax payment line( s) any payment made after the quarterly due dale. If more lines are needed for tax paymenls, list each
payment separately on an attached schedule using Columns A through. E.
Column C- Compute the balance due after each payment. If there are no payments entered on the withholding and estimated lax
lines, bring the required payment down to the estimated tax line in Column C and complete Columns D & E.
Column D- Column C balance, for each line, is considered past due until the next payment is made. Compute the number of days
past due from the date of this payment until the date of the next payment or the original due date, if no payment is made.
Column E-Column Cx Number of days in Column Dx 20%
divided by 365

5

 Siate of Oklahoma

2~17 ~M D~VHD!UAl WV~2 DATA S!HllElET

~

This form must be attached as a schedule to the return without cutting into separate W-2s. It should be
attached as the last page of the return. If you have more than 3 W-2s, please use as many copies of this
form as needed to include all W-2s.

5111W I

INOTE: Only send Form 511Wwith your return. DO NOT send yo·urW-2s. Original W-2s must be .kept with the taxpayer's copy of return.
W-2 Data

First Em lo er
For St2te, City, or Local T2x Departmen t

1) Wages, tips, end other income

784

2) Federal income tax withhe ld

14,000
B) Employer ID number

3) Social security wages

3,500
4) Social security tax withheld

Kendra D Gill Attorney At t-------------t-------~------+--------------t
272529258
14,000
868
D) Control number
5) Medicare Wage s and tips
6) Medicare tax withheld
3601 N Classen Blvd Suite
Oklahoma City
OK 73118
E) Employee's first, initial, and last name

14 000
7) Social security tips

8) Allocated tips

10) Dependent care benefits

11) Nonqualified plans

203
9) Verification cod e

13JS!al
empl.

Kendra D Gill
5915 NE 63rd St
Oklahoma City

OK 73141

12a) Code- See instrs. for box 12

12b) Code

12c) Code

12d) Code

D

Retirement
plan

3rd party sick
pay

D

□

14) other

F) Employee's address and ZIP
Employer's state ID no.

15) Slate

16) Stale wages, tips, etc

17) Stale income tax

18) Local wages, lips, etc.

20) Locality name

19J Local income tax

_OK_l 13922988 - 02 ________ 14_,_000 __ ________ __ 1, 400___ _________________ _

-

W2D
t
- aa

s econ dEmp oyer

A) Employee's social security number

For Slate, City, or Local Tax Department

1) Wages, lips, and other income

2J Federal income tax withheld

CJ Employer's name, address, and ZIP

B) Employer ID number

3) Social security wages

4J Social security tax withheld

D) Control number

5) Medicare Wages and tips

6) Medicare tax withheld

7) Social security Ups

8) Allocated tips

9J Verification code

10) Dependent care benefits

11) Nonqualified plans

E) Employee's first, initial, and lest name

13JStat
empl.

12a) Code - See inslrs. for box 12

12b) Code

12cJ Code

12d) Code

D

r etirement
plan

D

I

3rd party sick
pay

D

14JOther

I
I

F) Employee's address and ZIP
Employer's state ID no.

15)Slale

16J Slate wages, tips, etc

17J Slate income tax

18J Local wages, tips, etc.

19J Local income tax

_____ !____ __ ____ ____ _---------------- -- ----------- ------ --- --- ---------- ---

-------------- -- ---------------

I

W-2 Darn

20) Locality name

Th'Ir d Emp over

AJ Employee's social security number

For State, City, or Local Tax Department

1J Wages, tips, and other income

2J Federal income tax withheld

C) Employer's name, address, and ZIP

B) Employer ID number

3J Social security wages

4J Social security tax withhe ld

D) Control number

5J Medicare Wages and tips

6J Medicare tax withheld

7) Social security tips

8J Allocated tips

9) Verification code

1OJ Dependent care benefits

11) Nonqualified plans

E) Employee's first, initial, and last name

13JStat
empl.

12a) Code - See instrs. for box 12

12bJ Coae

12c) Code

12d) Code

D

1~etirement
plan

D

I

3rd party sick
pay

D

14) other

I

I

F) Employee's address and ZIP
15)State

Employer's state ID no.

16) Sta te wages, lips, etc

17) Stale income lax

18) Loc al wages, tips, etc.

___ __ !____ __________ _------ ---------- ------------------- --- ---------------I

19) Local income tax

20) Locality name

-- - ----- ---- -- ------------ ----- -

-

 OKWIK A5

State I Local tax payments made after 12/31/2017 that

2017

will be deductible on 20'18 Federal Schedule A

Name(s) as shown on return

Kendra D Coleman
A.

2017 Income taxes due that were paid after 12/31/2017
A1.

4th quarter estimate/extension (may be adj. by refund)

A2.

Amount paid with return . . .

A3.

Total payments made in 2018

1,585
A.

1,585

B.

375

G,

1,210

B. Adjusbnents made to payments
B1.

Interest & Penalty . . . . .

B2.

Contributions, Donations, Checkoffs . . . . . . . . . . . .

B3.

Other Tax payments (Use Tax, property tax, tangible tax, etc)

B4.

Total adjusbnents . . . . . . . . . . . . . . . . .

C. Total tax payments deductible in 2018 (Line A less line B)

OKWK_A5.LD

375