State v. Irvin

2023-Ohio-3274 (Ohio Ct. App. 2023) · Court of Appeals of Ohio, Second Appellate District, Montgomery County · September 15, 2023 · No. Appeal No. 28495

Summary

The Ohio Second District Court of Appeals conducted a harmless-error analysis on remand from the Ohio Supreme Court concerning the trial court's incorrect allocation of the self-defense burden of proof to Lance A. Irvin. The court held that Irvin was entitled to a self-defense instruction and that the error was not harmless as to his murder and felonious-assault convictions, requiring a new trial on those charges. His evidence-tampering conviction was affirmed.

Holdings

  1. Irvin was entitled to a self-defense jury instruction because, accepting his testimony as true, the evidence could support a bona fide and objectively reasonable belief that deadly force was necessary to protect himself from an intoxicated and armed aggressor, and a reasonable means of retreat was not conclusively established.
  2. The trial court's erroneous instruction requiring Irvin to prove self-defense by a preponderance of the evidence was not harmless because, when a defendant is entitled to a self-defense instruction, incorrectly allocating the burden of proof affects a substantial right.
  3. The instructional error required reversal of Irvin's murder, felonious-assault, and accompanying firearm-specification convictions, but did not require reversal of the evidence-tampering conviction.

Questions Presented

  1. Whether Irvin was entitled to a jury instruction on self-defense.
  2. Whether the trial court's erroneous instruction placing the burden of proving self-defense on Irvin was harmless error.
  3. Whether the instructional error required reversal of the murder, felonious-assault, and accompanying firearm-specification convictions while leaving the evidence-tampering conviction undisturbed.

Disposition

reversed_and_remanded

Cases Cited (17)

  • State v. Brooks, 170 Ohio St.3d 1, 2022-Ohio-2478, 208 N.E.3d 751(followed)
  • State v. Irvin, 169 Ohio St.3d 276, 2022-Ohio-3587, 203 N.E.3d 709(applied)
  • State v. Gillilan, 2d Dist. Montgomery No. 29182, 2023-Ohio-325(followed)
  • State v. Perry, 101 Ohio St.3d 118, 2004-Ohio-297, 802 N.E.2d 643(applied)
  • State v. Cunningham, 2d Dist. Montgomery No. 29122, 2023-Ohio-157(distinguished)
  • State v. Comen, 50 Ohio St.3d 206, 553 N.E.2d 640 (1990)(followed)
  • State v. Wilson, 2d Dist. Clark No. 2021-CA-68, 2022-Ohio-3763(followed)
  • State v. Barker, 2d Dist. Montgomery No. 29227, 2022-Ohio-3756(followed)
  • State v. Irvin, 2020-Ohio-4847, 160 N.E.3d 388 (2d Dist.)(prior_history)
  • State v. Degahson, 2d Dist. Clark No. 2021-CA-35, 2022-Ohio-2972(followed)

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