MILITARY JUSTICE PERSONNEL: Military Judge: Instructions


2008 (Transition)


United States v. Brown, 65 M.J. 356 (the military judge did not err by instructing the court members that they could convict appellant of indecent assault as a lesser included offense of rape based on any one of three possible factual scenarios, without requiring the members to vote on each scenario and to disclose the factual basis of their findings; in this case, the military judge’s lesser-included-offense instruction identified the three different ways appellant could have indecently assaulted the victim at the time and place alleged, based on the evidence presented at trial and the parties’ theories of the case; and in the case of indecent acts, the elements require acts done with intent to gratify, and not the specification of particular acts or methods of gratification). 


2007


United States v. Lewis, 65 M.J. 85 (a military judge is required to instruct the members on special (affirmative) defenses in issue; a matter is considered in issue when some evidence, without regard to its source or credibility, has been admitted upon which the members might rely if they choose). 

 

(in this case, the self-defense instruction given was incomplete where the military judge erred in not instructing the members that a mutual combatant could regain the right to self-defense when the opposing party escalated the conflict and when he was incapable of withdrawing in good faith). 

 

(military judge’s failure to give complete and correct self-defense instruction created a constitutional error).

 

United States v. Schroder, 65 M.J. 49 (in child molestation case in which other acts of child molestation were admitted, military judge was not required to give an instruction distinguishing between the charged acts that met the definition of offense of child molestation in MRE 414 and those in the charge that did not).

 

(in child molestation case, military judge erred in his instruction as to how the members could consider the MRE 414 evidence, where the instruction was susceptible to an unconstitutional interpretation that the members were permitted to conclude that the presence of similarities between the charged and uncharged misconduct were, standing alone, sufficient evidence to convict appellant of the charged offenses). 

 

(where the members in a child molestation case are instructed that MRE 414 evidence may be considered for its bearing on an accused’s propensity to commit the charged crime, the members must also be instructed that the introduction of such propensity evidence does not relieve the government of its burden of proving every element of every offense charged). 

 

United States v. Gutierrez, 64 M.J. 374 (the affirmative defense of mistake of fact is a required instruction under RCM 920(e)(3); when this defense is reasonably raised by the evidence, the military judge is duty-bound to give an instruction, unless it is affirmatively waived). 

 

(a military judge has a sua sponte duty to give certain instructions when reasonably raised by the evidence, even though the instructions are not requested by the parties). 

 

(like affirmative defenses, lesser included offenses are required instructions under RCM 920(e) and cannot be waived simply by counsel’s failure to request such instructions). 

 

United States v. Carruthers, 64 M.J. 340 (while counsel may request specific instructions from the military judge, the judge has substantial discretionary power in deciding on the instructions to give). 

 

(the military judge did not abuse his discretion in denying a defense-requested instruction on government witnesses testifying under a promise of leniency; although the overall thrust of the requested instruction was correct, the standard accomplice instruction that the military judge gave substantially covered the leniency offered the witnesses and addressed their possible motives to lie as a result of their favorable pretrial agreements, and the denial of the requested instruction did not deprive the accused of a defense or seriously impair his ability to present a defense). 

 

United States v. Foster, 64 M.J. 331 (within certain bounds, military judges can comment upon and summarize evidence admitted in the form of expert witness testimony; RCM 920(e)(7) states that instructions on findings shall include such other explanations, descriptions, or directions as may be necessary and which are properly requested by a party or which the military judge determines, sua sponte, should be given; in moving beyond benchbook instructions, however, military judges must use caution not to do so in a manner that either places undue emphasis on or minimizes the importance of expert testimony). 

 

2006

 

United States v. Wolford, 62 M.J. 418 (a military judge is obligated to assure that the accused receives a fair trial; this obligation includes the duty to provide appropriate legal guidelines to assist the jury in its deliberations; failure to provide correct and complete instructions to the panel before deliberations begin may amount to a denial of due process).   

 

(a military judge’s instructions are intended to aid the members in the understanding of terms of art, to instruct the members on the elements of each offense and to explain any available defenses). 

 

(a military judge is more than a mere referee; he is charged with deciding whether any defense is reasonably raised by the evidence; if there is some evidence of a possible defense –- it does not have to be compelling or convincing beyond a reasonable doubt –- the military judge is duty bound to give an instruction even if the instruction was not requested by the parties). 

 

2005


United States v. Augspurger, 61 M.J. 189 (the military judge should properly instruct the members that if they except the “divers occasion” language from a specification, they need to make clear which allegation was the basis for their guilty finding).


United States v. Forbes, 61 M.J. 354 (MRE 301(g) provides that when the accused does not testify at trial, defense counsel may request that the members of the court not be instructed to disregard the accused’s silence; under this rule, defense counsel’s election is binding upon the military judge except that the military judge may give the instruction when the instruction is necessary in the interests of justice; Rule 301(g) recognizes that the decision to ask for a cautionary instruction is one of great tactical importance for the defense and generally leaves that decision solely within the hands of the defense; the rule reflects the President’s authority to grant members of the armed forces rights more protective than those required by the Constitution).

(when there is a defense objection to the failure-to-testify instruction under MRE 301(g), a military judge is bound by the defense election unless the judge performs a balancing test that weighs the defense concerns against the case-specific interests of justice). 


(a military judge’s decision to override the otherwise binding election of the defense under MRE 301(g) must be based on something more than a generalized fear that the members would hold the appellant’s silence against him because such a fear could be argued in every case of silence of the accused).


(in this case, the military judge’s failure to articulate any “interests of justice” to give the failure-to-testify instruction over the defense objection, other than the standard fear of member misuse of the appellant’s silence, indicates that such “interests of justice” simply did not exist; the standard fear that members might hold an accused’s silence against him has already been accounted for by the President in MRE 301(g) and resolved by giving the election to the defense team, except in an unusual case; a generalized fear that the panel will misuse an accused’s silence, by itself, does not provide a basis for concluding that the circumstances of a case are so unusual as to warrant rejection of a defense objection to the instruction).


1999

United States v. Smith, 50 MJ 451 (a military judge is required to instruct, sua sponte, on the elements of each lesser-included offense for which there is in the record some evidence reasonably placing these offenses in issue).

(failure to object to an instruction or the omission of an instruction before the members close to deliberate constitutes a waiver of that objection absent plain error; waiver, however, must be established by affirmative action of counsel and not merely by failure to object to erroneous instructions or to request proper instructions).

United States v. Glover, 50 MJ 476 (if a military judge omits entirely any instruction on an element of the charged offense, this error may not be tested for harmlessness because the court members are prevented from considering that element at all; where the military judge fails to only to give a more specific or amplified instruction on the meaning of terms, the court will test for plain error where no such instruction is requested).

United States v. Griffin, 50 MJ 480 (the military judge has duty to instruct sua sponte on all lesser-included offenses reasonably raised by the evidence; the lesser-included offense instruction is proper where the greater offense in issue requires the members to find a disputed factual element which is not required for conviction of the lesser-included offense).

(where appellant used a knife during an altercation, but contended that he did not intend to stab or harm his victim, no instruction on the lesser-included offense of assault consummated by a battery was required where there was no factual dispute that appellant used a dangerous weapon in his assault upon the victim; there was no disputed factual element which was not required for conviction of the lesser-included offense).

United States v. Brown, 50 MJ 262  (in instructing on the elements of proof, a military judge may not instruct in such a way that the will of Congress is ignored or diluted concerning the requirements of guilt provided in the UCMJ).

United States v. Hargrove, 51 MJ 408 (with respect to charges of willfully disobeying the lawful command of a superior commissioned officer, military judge should have instructed members on the lesser- included offense of failing to go to his appointed place of duty where:  (1) the officer issuing the order left details to subordinates, thus raising question of whether the officer put the full weight of his office behind a requirement to sign in periodically; and, (2) during testimony, the first sergeant and battalion commander referred to the misconduct as “breaking restriction”, a reflection of the command’s perception of appellant’s actions).

United States v. Wells, 52 MJ 126 (an accused is entitled to an instruction on a lesser-included offense if reasonably warranted by the evidence presented; that is, when the evidence would permit the members rationally to find the accused guilty of the lesser offense and not guilty of the greater).

(military law requires a military judge to give an instruction on a lesser-included offense sua sponte when there is some evidence which reasonably places the lesser-included offense in issue; that is, when there is some evidence, without regard to its source or credibility, before the members upon which they might rely if they choose).

(testimony of appellant concerning a heated domestic dispute, the presence of the victim exacerbating this dispute, the victim’s display of a gun, appellant’s belief that a shot was fired at him as he left initially, and the presence of the victim with a gun when appellant returned, placed heat of passion and adequate provocation at issue in the case so as to require instruction on lesser-included offense of voluntary manslaughter).


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