Carl Blue v. Rick Thaler, Director
665 F.3d 647
5th Cir.2011Background
- In 1994, a Texas jury convicted Blue of capital murder and sentenced him to death; direct appeal affirmed in 1996.
- Blue’s initial state habeas in 1999 was denied; a federal district court vacated the death sentence due to an adverse-mental-state impact of an expert’s testimony suggesting Blackness as a predictor of future danger.
- A second punishment-phase trial in 2001 again yielded a death sentence; Texas Court of Criminal Appeals affirmed in 2003 and denied a second state habeas in 2004.
- Blue filed a skeletal federal habeas petition in 2005; the district court stayed to allow a third state habeas proceeding under Atkins v. Virginia.
- CCA dismissed the third Atkins application as abuse of the writ, determining Blue failed to make a prima facie showing of mental retardation; federal petition was denied in 2010.
- On appeal, Blue seeks COA on Atkins and several Eighth Amendment challenges to Texas’s punishment-phase jury instructions; the court denies the COA.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the district court properly denied COA on Atkins claim | Blue argues the CCA deprived him of a prima facie Atkins showing | Blue failed to present sufficient prima facie evidence under Briseño/Hearn framework; AEDPA deference applies | No COA; district court's Atkins ruling reasonable under AEDPA |
| Whether the punishment-phase jury instructions violated Penry-type mitigation rights | Blue contends Beazley/Beazley-line error: instructions blocked full consideration of mitigating evidence | Beazley upholds constitutionality; full spectrum of mitigation can be considered under § 2(e)(1) and § 2(f)(4) | COA denied;Beazley controls; no debate among reasonable jurists |
| Whether there is error in the failure to assign burden of proof on mitigation | Blue argues no burden of proof on mitigation violates due process | Fifth Circuit precedent holds no required burden on mitigation; Ring/Apprendi distinctions preserved | COA denied; district court correctly applied precedent |
| Whether the 10-12 Rule about deadlock in the death-penalty sentencing is unconstitutional | Blue contends the rule misleads jurors about their role | Jones v. United States and Romano-based authority uphold the rule; Teague bars new-rule theories | COA denied; rule upheld; Teague bar applies |
Key Cases Cited
- Atkins v. Virginia, 536 U.S. 304 (U.S. 2002) (death penalty unconstitutional for mentally retarded individuals)
- Beazley v. Johnson, 242 F.3d 248 (5th Cir. 2001) (mitigating evidence can be given effect under broad definition in Texas scheme)
- Beazley v. Cockrell, Beazley v. Cockrell, 534 U.S. 945 (2001) (denial of relief; beazley precedent binding)
- Nelson v. Quarterman, 472 F.3d 287 (5th Cir. 2006) (en banc: analysis of mitigation and retroactivity)
- Franklin v. Lynaugh, 487 U.S. 164 (U.S. 1988) (mitigation evidence and future-dangerousness vehicle)
- Penry v. Lynaugh, 492 U.S. 302 (U.S. 1989) (Penry I: need for meaningful consideration of mitigating evidence)
- Penry v. Johnson, 532 U.S. 782 (U.S. 2001) (Penry II: clarifications on mitigating evidence and procedures)
- Jones v. United States, 527 U.S. 373 (U.S. 1999) (deadlock instructions and juror misunderstanding; insulation of rule)
- Romano v. Oklahoma, 512 U.S. 1 (U.S. 1994) (prohibition on improper statements about juror role; deadlock considerations)
- Ex parte Briseño, 135 S.W.3d 1 (Tex. Crim. App. 2004) (Texas Briseno standard for mental retardation prongs)
- Hearn v. Texas (Ex parte Hearn), 310 S.W.3d 424 (Tex. Crim. App. 2004) (Texas IQ cutoff and adaptive functioning considerations)
- Skipper v. South Carolina, 476 U.S. 1 (U.S. 1986) (broader concept of mitigation evidence in some contexts)
