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HomeMy WebLinkAboutSecond Decl of Chesley Dillon11 DocuSign Envelope ID: 989F77D5-C78A-4780-A6A9-7B4704C6997E 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 BEFORE THE HEARING EXAMINER OF THE CITY OF RENTON RE: Second Declaration of Chesley Dillon TracFone Wireless, Inc. Administrative Appeal Chesley Dillon, being of full age, declares under penalty of perjury of the laws of the State of Washington and the United States: 1. I am the Vice President Corporate Taxation for TracFone Wireless, Inc. ("TracFone") appellant in the above captioned action. This declaration is based on my personal knowledge and on the books and records of TracFone. 2. I have reviewed the declarations of Nate Malone and Garth Ashpaugh submitted by the City of Renton ("City") in support of the City's motion for partial summary judgment. 3. Neither Mr. Malone nor Mr. Ashpaugh have communicated with anyone from TracFone and neither of them claim to have done so. 4. Mr. Malone and Mr. Ashpaugh are incorrect when they mischaracterize TracFone's wholesale sales of prepaid airtime to third party retailers (i.e. Walmart, Fred Meyer, ....) as retail sales "to" end users "through" third party retailers (also inaccurately I SECOND DECLARATION OF CHESLEY DILLON - 1 LANE POWELL Pc 1420 FIFTH AVENUE, SUITE 4200 P.O. BOX 91302 SEATTLE, WA 98111-9402 206.223.7000 FAX:206.223.7107 125110.0002/8358588.1 11 DocuSign Envelope ID: 989F77D5-C78A-4780-A6A9-7B4704C6997E 211 31 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 25 26 referred to in their declarations as "retail agents"). See Malone Decl. ¶¶8, 11-12 and Ashpaugh Decl. ¶¶ 3, 9-12. TracFone's wholesale customers are independent resellers. 5. The graphic displayed at p. 2 of the City's motion also mischaracterizes TracFone's wholesale sales of prepaid wireless airtime as retail sales "to" "end -users" "through" (visually displayed by a curved arrow over) third -party retailers. A corrected version of the graphic is attached as Exhibit II separately depicting: TracFone's wholesale sales of prepaid wireless airtime to retailers (who make retail sales of prepaid wireless airtime to consumers); TracFone's wholesale sales of prepaid wireless airtime to distributors (who resell the prepaid wireless airtime at wholesale to retailers and to other distributors); and TracFone's retail sales of prepaid wireless airtime to consumers. 6. The Malone and Ashpaugh declarations and the graphic ignore TracFone's wholesale sale to distributors, who in turn resell to retailers or other distributors. 7. When TracFone makes a wholesale sale of prepaid wireless airtime, TracFone I is selling prepaid wireless airtime, not a "plastic card." 8. Consequently, the revenue from TracFone's wholesale sales of prepaid wireless airtime is accounted for in TracFone's financial statements as airtime revenue, not as revenue from the sale of tangible personal property. 9. TRS never inquired of TracFone whether TracFone records its revenue from wholesale sales of prepaid wireless airtime as sales of tangible personal property. 10. The declarations of Messrs. Malone and Ashpaugh are also factually inaccurate when they suggest that consumers' retail purchases of prepaid wireless airtime from third party retailers must be "activated" after the consumer's retail purchase from the retailer. See Malone Decl. ¶ 9 and Ashpaugh Decl. ¶¶ 10, 12. 11. Retail sales of prepaid wireless airtime by retailers are sales of active airtime. 12. As I testified at trial in the TracFone v. Springfield, Missouri case, some prepaid wireless airtime that TracFone sells at wholesale to customers like Walmart is active SECOND DECLARATION OF CHESLEY DILLON - 2 LANE POWELL Pc 1420 FIFTH AVENUE, SUITE 4200 P.O. BOX 91302 SEATTLE, WA 98111-9402 206.223.7000 FAX: 206.223.7107 125110.0002/83585 88.1 II DocuSign Envelope ID: 989F77D5-C78A-4780-A6A9-7B4704C6997E 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 at the time the airtime cards are shipped to the wholesale customer, while some sales of prepaid wireless airtime, generally referred to as POSA (point -of -sale activation) is activated at the register immediately prior to the retailer's retail sale to a consumer. 13. At the conclusion of a two-day bench trial, the trial court in the Springfield case found that TracFone's wholesale sales of prepaid wireless airtime, including sales of POSA airtime, were "legitimate wholesale sales" of prepaid wireless airtime. 14. The Springfield court also expressly rejected the City of Springfield's factual contention that TracFone's sales to retailers are consignment sales rather than wholesale sales. 15. Wholesale sales of active airtime are invoiced to the wholesale buyer at the time of shipment. Wholesale sales of POSA airtime are invoiced to the wholesale buyer upon activation at the cash register, immediately prior to the retailer's retail sale of the prepaid airtime. Thus, all wholesale sales of prepaid wireless airtime are sales of active airtime at the time of sale to the wholesale buyer. 16. Contrary to the assertions in Mr. Malone's declaration at ¶ 9 and Mr. Ashpaugh's declaration at ¶12, there is no second "step" in the activation process for activation of POSA airtime. The retail consumer purchases active airtime from the retailer. 17. The resale certificates and reseller permit numbers that TracFone obtains from its wholesale buyers, including the representative resale certificates attached as Exhibit I to my first declaration in this case, apply to TracFone's wholesale sales of both airtime and handsets. 18. While TracFone makes retail and wholesale sales of inactive handsets and inactive sim cards, TracFone does not own, operate, or manage the handsets or Sim cards owned by and used by consumers to place phone calls using prepaid wireless airtime. 19. TracFone collects Washington sales tax and Washington E-911 tax on its retail sales of prepaid wireless airtime to consumers with a Washington billing address. SECOND DECLARATION OF CHESLEY DILLON - 3 LANE POWELL Pc 1420 FIFTH AVENUE, SUITE 4200 P.O. BOX 91302 SEATTLE, WA 98111-9402 206.223.7000 FAX: 206.223.7107 125110.0002/8358588.1 II DocuSign Envelope ID: 989F77D5-C78A-4780-A6A9-7B4704C6997E 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24' 25 26 20. TracFone does not collect Washington sales tax or Washington E-911 tax on its wholesale sales of prepaid wireless airtime. 21. Upon information and belief, businesses that purchase TracFone branded prepaid wireless airtime at wholesale collect Washington sales tax and Washington E-911 tax on their Washington retail sales of prepaid wireless airtime. 22. I have reviewed the receipts produced by the City for Mr. Malone's retail purchase of prepaid wireless airtime from Fred Meyer. Consistent with my understanding, the receipt shows that Fred Meyer collected both sales tax and E-911 tax on its retail sale of prepaid wireless airtime to Mr. Malone. 23. The Malone receipts produced by the City also confirm that Mr. Malone purchased active wireless airtime. This is reflected in the receipt provided by Fred Meyer titled "Activation Status Receipt" showing that Mr. Malone's purchase of prepaid airtime was "purchased from Fred Meyer." 24. Separate from TracFone's sales of prepaid wireless airtime, TracFone makes wholesale and retail sales of handsets and accessories. The Renton utility tax assessment issued by TRS did not impose Renton utility tax on any of TracFone's sales of handsets or accessories. FCC. 25. As I also testified in the Springfield case, TracFone is not licensed by the EXECUTED at Miami, Florida, thiscil 11th day February, 2021. DocuSigned by: Gu.S �i( tv, Ches ey ioE)Bn SECOND DECLARATION OF CHESLEY DILLON - 4 LANE POWELL Pc 1420 FIFTH AVENUE, SUITE 4200 P.O. BOX 91302 SEATTLE, WA 98111-9402 206.223.7000 FAX: 206.223.7107 125110.0002/835 85 88.1 u DocuSign Envelope ID: 989F7705-C78A-4780-A6A9-7B4704C6997E 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 CERTIFICATE OF SERVICE I hereby certify under penalty of perjury of the laws of the State of Washington and the United States that, on the date listed below, I caused to be served a copy of the attached document to the following persons via electronic mail: Kari L. Sand Ogden Murphy Wallace P.L.L.C. 901 Fifth Avenue, Suite 3500 Seattle, WA 98164 ksand(c,omwlaw.com Cynthia Moya Renton City Clerk 1055 So. Grady Way Renton, WA 98057 cmoya@rentonwa.gov olbrechtslaw(d) maig l.com Executed on the 12th day of February, 2021, at Seattle, Washington. SECOND DECLARATION OF CHESLEY DILLON - 5 s/Barbara LaBelle Barbara LaBelle, Legal Assistant LANE POWELL Pc 1420 FIFTH AVENUE, SUITE 4200 P.O. BOX 91302 SEATTLE, WA 98111-9402 206.223.7000 FAX: 206.223.7107 125110.0002/8358588.1 EXHIBIT II 3 N W Jw OJ 3N TO J Q N W JW OJ 3H T d) 'n o Qi ' J O D i to L o o N V o Q) c W a N W J Q N w J O ml A O D L O Cl .O O O N CO (10 O �W ua cv