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Charlie Adelson trial-day trial-day Georgia CapplemanSarah Kathryn DuganDan RashbaumPatrick SanfordDavid SimsAnthony ClarkJoanne MalteseWendi AdelsonJames Geigerjury_instructionsopening_statementdirectcrossredirectDay 1 - October 26, 2023 The prosecution and defense delivered opening statements outlining competing theories of the killing, and the state called Dan Markel's neighbor, responding officers, the medical examiner, and the lead FBI investigator before Wendi Adelson testified under immunity and cross-examination began.
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Day 1 - October 26, 2023

Openings, First-Day Witnesses, and Wendi Adelson's Immunized Testimony Begins

Judge Stephen S. Everett
16 Proceedings
8 Pages
6 Witnesses
3,314 Lines
Day 1 of 8
Appearing:

The prosecution and defense delivered opening statements outlining competing theories of the killing, and the state called Dan Markel's neighbor, responding officers, the medical examiner, and the lead FBI investigator before Wendi Adelson testified under immunity and cross-examination began.

Full day summary

After Judge Everett handled media logistics and read preliminary jury instructions, including the defendant's right to remain silent, prosecutor Sarah Kathryn Dugan gave the State's opening statement, telling jurors the evidence would show Charlie Adelson hired a hitman to kill his former brother-in-law Dan Markel, tracing a theory built on the contested Markel-Wendi Adelson divorce and custody dispute, surveillance and toll records linking a Prius to Sigfredo Garcia and Luis Rivera, financial records involving Katherine Magbanua, and a 2016 undercover operation and wiretaps. Defense attorney Dan Rashbaum responded that Adelson had nothing to do with the killing, crediting the investigation that convicted Garcia, Rivera, and Magbanua but arguing the State guessed at his client's connection to them, and previewing a defense account in which Magbanua extorted the Adelson family after the murder. The State then called its first witnesses. Neighbor James Geiger described hearing a gunshot, seeing a Prius back out of Markel's driveway, and finding Markel bloodied and unresponsive before calling 911. Retired officer David Sims described securing the scene and finding no forced entry or struggle inside the house. Forensic specialist Joanne Maltese documented bullet-consistent damage to Markel's vehicle and a receipt found in Wendi Adelson's van. After a defense objection to autopsy photographs as cumulative was overruled, medical examiner Dr. Anthony Clark testified that Markel suffered two gunshot wounds, that the second caused fatal brain injury, and that the manner of death was homicide. Lead FBI investigator Patrick Sanford then described the divorce and relocation dispute, a proposed $1 million family payment, surveillance and toll records tracing a rental Prius to Rivera and Garcia, and payroll records showing Magbanua was paid by the Adelson Institute without documented work; on cross, Sanford acknowledged he saw no email in which Adelson personally originated the payment proposal. Before the day's final witness, counsel placed on the record that Wendi Adelson would testify under a grant of use and derivative-use immunity, and the defense invoked sequestration. Adelson testified that her brother Charlie's remark about looking into hiring a hitman before buying her a television was a joke in poor taste, described family emails proposing pressure tactics toward Markel over relocation, and denied any involvement in or advance knowledge of the killing. Cross-examination by Rashbaum, addressing her background, the divorce, and the family's relocation efforts, began before the evening recess and was set to continue the next morning.

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2. Opening Statements

Opening statements from both sides frame the competing theories of the case: prosecution argues Charlie Adelson hired hitmen to resolve a custody dispute, while defense contends Adelson was an extortion victim who paid under threat after Katherine Magbanua arrived at his home the night of the murder.

Opening
Opening Statement - Sarah Kathryn Dugan Sarah Kathryn Dugan
173 lines

Prosecutor Sarah Kathryn Dugan delivered the State's opening statement, previewing an alleged murder-for-hire in which Charlie Adelson is said to have hired a hitman to kill Dan Markel, and outlining the evidence the State says it will present: the 2014 shooting, the Adelson-Markel custody dispute, phone and surveillance records tracing a Prius to Sigfredo Garcia and Luis Rivera, cash payments, and the 2016 undercover 'bump' and wiretap recordings.

Opening
Opening Statement - Dan Rashbaum Dan Rashbaum
350 lines

Defense attorney Dan Rashbaum told jurors Charlie Adelson was innocent and previewed a theory that Adelson was extorted by Katherine Magbanua and others after the murder rather than having arranged it, arguing the State's pieces do not fit.

Procedural
Sidebar, Gallery Instructions, and Witness Scheduling Before First Witness

Brief transition between preliminary jury instructions and first-witness testimony: sidebar, jury exit, gallery protocol, witness scheduling, and a wait for jurors to finish a restroom break.

Highlights

Opening Statement - Sarah Kathryn Dugan other Dugan introduced herself, explained that opening statements are a roadmap of expected evidence, and stated the State's central allegation that the defendant hired a hitman to kill Dan Markel because the Adelson family's problem was Markel and the defendant had a girlfriend with the necessary connections. Opening Statement - Sarah Kathryn Dugan “The reason that we're here today is because the defendant in this case, Charlie Adelson, hired a hitman to kill his former brother-in-law, Dan Markel.” — Sarah Kathryn Dugan States the prosecution's core allegation at the outset of the trial. Opening Statement - Sarah Kathryn Dugan other Dugan described the 2016 undercover operation and its aftermath as the State expects to prove it: the 'bump' of Donna Adelson with an article and a $5,000 demand, the wiretapped calls that followed, and the recorded Dolce Vita meeting in which she says the defendant discussed evidence, coded terms, and having the purported blackmailer killed. Opening Statement - Sarah Kathryn Dugan “The defendant says, so help me God, if they fuck with my family, it's going to be Nazi shit because this will be done.” — Sarah Kathryn Dugan Previews the recorded statement the State says shows the defendant's willingness to have the purported blackmailer killed. Opening Statement - Sarah Kathryn Dugan other Dugan told jurors the State would show the defendant conspired with and solicited Magbanua and paid her, making him guilty as a principal to first-degree murder, and asked for a verdict of guilty as charged. Opening Statement - Dan Rashbaum other Rashbaum acknowledges the murder as a tragedy, then states that the evidence will show Charlie Adelson had nothing to do with it and that the State cannot meet its burden. Opening Statement - Dan Rashbaum “Charlie Adelson is innocent, and we'll get there.” — Dan Rashbaum States the defense's core position at the outset, going beyond a burden-of-proof argument to an affirmative claim of innocence. Opening Statement - Dan Rashbaum other Rashbaum previews the defense account of the night of July 18, 2014, in which Magbanua arrived frantic, said a friend of hers had shot Markel, denied involvement, and conveyed a 48-hour payment demand backed by threats. Opening Statement - Dan Rashbaum “What they don't realize is that their undercover operation was an extortion on an extortion.” — Dan Rashbaum Frames the 2016 undercover bump, a centerpiece of the State's case, as confirmation of the defense's extortion theory.

3. James Geiger — Direct/Cross

Neighbor James Geiger testifies as the prosecution's first witness, describing what he saw and heard on the morning of July 18, 2014, ending with his 911 call. Defense waives cross-examination.

Direct
James Geiger Georgia Cappleman
161 lines

James Geiger, a longtime Trescott Drive resident who had been Dan Markel's next-door neighbor for about five years, testified that he heard a bang, saw a silver- or white-colored Prius leave Markel's driveway, found Markel bloodied and unresponsive in his running car, and called 911.

Cross
James Geiger Dan Rashbaum
9 lines

Defense waived cross-examination of neighbor James Geiger; witness was released by both sides.

Highlights

4. David Sims — Direct/Cross

TPD Sergeant David Sims describes arriving at 2116 Trescott Drive on July 18, 2014 — finding Markel slumped in an idling, locked vehicle with the driver's-side window shattered — and the steps he took to give EMS access to the car. Defense waives cross-examination.

Direct
David Sims Georgia Cappleman
62 lines

Retired Tallahassee Police Sergeant David Sims testified that he was the first officer to reach Dan Markel's car on July 18, 2014, describing Markel's unresponsive, gasping state, the shattered driver's-side window, and items found in Markel's hands, and confirming no signs of forced entry or struggle inside the house.

Cross
David Sims Dan Rashbaum
5 lines

Defense waived cross-examination of retired TPD Sergeant David Sims; witness was released by both sides.

Highlights

5. Joanne Maltese — Direct/Cross

Forensic specialist Joanne Maltese's direct and cross-examination covering crime-scene documentation at the Markel residence and Wendi Adelson's van, followed by a pre-ruling on defense objections to medical examiner photographs.

Direct
Joanne Maltese Georgia Cappleman
191 lines

Retired TPD forensic specialist Joanne Maltese documented broken eyeglasses, a window pane with a hole she said was consistent with a bullet hole, Markel's wallet, and a dark forearm area she said was consistent with stippling. She also identified a 12:49 p.m. ABC Fine Wine and Spirits receipt photographed on the front passenger seat of Wendi Adelson's van.

Cross
Joanne Maltese Dan Rashbaum
39 lines

Defense briefly cross-examined crime-scene specialist Joanne Maltese, focusing on a bottle of Bulleit rye whiskey photographed in Wendi Adelson's van and suggesting Wendi had been invited to a party where she was asked to bring it.

Procedural
Lunch Recess — Defense Objection to Medical Examiner Photos Overruled

During the lunch recess outside the jury's presence, the defense objected to State's Exhibits 25–34 (medical examiner photographs) as cumulative and prejudicial, conceding on the record that Dan Markel was murdered and died. Judge Everett overruled the objection and permitted the state to admit the exhibits through the medical examiner.

Procedural
Post-Lunch Transition — Jury Return and Break

After lunch, the court confirmed the jurors were back in the jury room and asked whether either party had anything to address.

Highlights

7. Patrick Sanford — Direct/Cross/Redirect

FBI Agent Patrick Sanford's direct, cross, and redirect testimony covers the Markel-Wendi custody dispute, the Adelsons' proposed $1 million payment to fund Wendi's relocation, financial benefits Wendi received after Markel's death, surveillance and toll evidence tracing the rental Prius to Luis Rivera and Sigfredo Garcia, and Katherine Magbanua's undocumented payments from the Adelson Institute.

Direct
Patrick Sanford Georgia Cappleman
457 lines

FBI Special Agent Patrick Sanford described the investigation's review of divorce records and emails, including a proposed $1 million relocation payment; surveillance and toll-record work used to trace a green Prius to a rental contract in Luis Rivera's name with a number later associated with Sigfredo Garcia; and Adelson Institute checks to Katherine Magbanua beginning about two months after the murder, for which the subpoena response supplied no ordinary employee-file documents.

Cross
Patrick Sanford Dan Rashbaum
186 lines

Defense attorney Dan Rashbaum cross-examined FBI Special Agent Patrick Sanford, questioning the timing of the state's relocation-based motive theory, the content of reviewed family emails, the structure of payments to Katherine Magbanua, and the life insurance beneficiary, and eliciting testimony contrasting extortion payment patterns with the murder-for-hire cases Sanford has investigated.

Redirect
Patrick Sanford Georgia Cappleman
34 lines

On redirect, FBI Special Agent Patrick Sanford said Wendi Adelson had to request money set aside for Markel's sons through Markel's sister, identified relocation to South Florida as Wendi's primary objective, and confirmed that the Tallahassee plans discussed on cross did not occur after Markel's murder.

Highlights

8. Wendi Adelson — Direct/Cross

Wendi Adelson takes the stand under use immunity at the close of Day 1, covering the full Adelson-Markel divorce conflict on direct and beginning cross-examination by the defense.

Procedural
Wendi Adelson Immunity Statement and Rule of Sequestration Invoked

Witness counsel placed Wendi Adelson's immunity grant on the record outside the jury's presence; defense then invoked the rule of sequestration for all remaining witnesses.

Direct
Wendi Adelson Georgia Cappleman
1027 lines

Wendi Adelson, testifying under a grant of use and derivative-use immunity, was questioned by prosecutor Georgia Cappleman about her marriage and divorce from Dan Markel, her family's effort to help her relocate to South Florida, and her movements on the day of the murder, while denying any knowledge of or involvement in the killing.

Cross
Wendi Adelson Dan Rashbaum
283 lines

Defense attorney Dan Rashbaum began his cross-examination of Wendi Adelson, securing her direct denial of involvement in Dan Markel's murder, reframing the family's TV "hitman" joke and the relocation dispute, and establishing that Markel routinely posted his travel schedule publicly before the court recessed for the evening.

Highlights

Wendi Adelson Immunity Statement and Rule of Sequestration Invoked procedural action Witness counsel John Lauro moves to memorialize Wendi Adelson's immunity status: she testifies under use and derivative use immunity pursuant to subpoena and would otherwise invoke the Fifth Amendment. Judge Everett accepts the statement for the record. Wendi Adelson - Direct admission Wendi Adelson confirmed her brother Charlie Adelson once said he had looked into hiring a hitman and it was cheaper to buy her a television, which she described as a joke made in poor taste. Wendi Adelson - Direct “That was the — a joke. That was the joke that he made in poor taste. Yes. Not to kill someone else.” — Wendi Adelson Explains her brother Charlie Adelson's remark about hiring a hitman as a joke rather than a genuine statement. Wendi Adelson - Direct confrontation Wendi Adelson denied any involvement in the plot to kill her ex-husband and testified she knew nothing about who was responsible until the day of her testimony. Wendi Adelson - Direct “Absolutely not.” — Wendi Adelson Direct denial of any involvement in the plot to kill her ex-husband. Wendi Adelson - Cross (Part 1) confrontation Defense attorney Dan Rashbaum opened cross-examination by establishing he had never discussed Wendi Adelson's testimony with her, then had her confirm she is named as an unindicted co-conspirator and directly deny any involvement in or conspiracy to kill Dan Markel. Wendi Adelson - Cross (Part 1) “I clearly would not.” — Wendi Adelson Responding to the defense's challenge that a true co-conspirator would not blurt out a statement implicating a family member, undercutting the state's conspiracy theory.
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