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Robert Carson v. State of Mississippi
2016 Miss. LEXIS 473
| Miss. | 2016
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Background

  • On April 30, 2012, Jose Ortiz was robbed and fatally shot in an apartment-complex parking lot; Robert Carson was indicted for capital murder (underlying robbery), felon-in-possession, and conspiracy to commit armed robbery.
  • Co-defendants Edward Clay and Bobby Allen later confessed; Clay testified at trial (and had pleaded guilty to armed robbery), implicating Carson as the shooter; Clay had previously recanted an earlier confession and admitted drug use at the time of the offense.
  • Other evidence: a neighbor heard the shot and saw a man run; surveillance placed Ortiz at a store shortly before the time window of the crime; no gun, shell casing, or fingerprints were recovered.
  • Jury convicted Carson on all counts; he received life without parole for capital murder plus concurrent/consecutive terms on other counts.
  • On appeal Carson argued (1) ineffective assistance for failure to request an accomplice-testimony cautionary instruction, (2) that the trial court should have given his proposed instructions D‑6 and D‑7, (3) the court should consider a post-trial affidavit by Allen, and (4) his multicount indictment was facially defective for failing to name the robbery victim.

Issues

Issue Carson's Argument State's Argument Held
Whether trial counsel was ineffective for not requesting an accomplice-testimony cautionary instruction Counsel erred by failing to request instruction warning jury to view accomplice testimony with caution; this likely affected outcome Failure to request the instruction was not prejudicial because other evidence and testimony (e.g., Aretha Brent’s statement, Clay’s plea) supported conviction Counsel’s performance was deficient for not requesting the instruction, but Carson failed to show Strickland prejudice; no relief granted
Whether trial court erred by refusing proposed jury instructions D‑6 (presumption phrasing) and D‑7 (convicting on suspicion) D‑6/D‑7 were correct statements of law and necessary to protect presumption of innocence and bar conviction on suspicion Given instructions C‑1 and C‑2, the substance of D‑6 and D‑7 was covered; refusal was not reversible error Trial court acted within discretion; instructions given fairly announced the law; refusal harmless
Whether the court should consider Bobby Allen’s post-trial affidavit (submitted after record) The affidavit recants prior statements and claims Allen committed the killing; should be considered on direct appeal The affidavit is outside the trial record and not properly before the Court on direct appeal under M.R.A.P. 22(b) Court declined to consider the affidavit on direct appeal because it is outside the designated record
Whether the multicount indictment was facially defective for not naming the victim of the underlying robbery (impact on notice/double jeopardy) Failure to name the robbery victim in the capital‑murder count denied constitutionally sufficient notice and impaired double‑jeopardy protection Indictment need only identify the underlying felony and cite the statute; naming the robbery victim is not a required element Court overruled any prior contrary language in Rowland, held naming underlying felony and statute is sufficient; indictment not fatally defective

Key Cases Cited

  • Strickland v. Washington, 466 U.S. 668 (ineffective-assistance standard: deficient performance + prejudice)
  • Derden v. State, 522 So.2d 752 (Miss. 1988) (accomplice-testimony cautionary instruction principle)
  • Wheeler v. State, 560 So.2d 171 (Miss. 1990) (accomplice instruction mandatory when conviction rests solely on accomplice and guilt not clearly proven)
  • Brown v. State, 890 So.2d 901 (Miss. 2004) (factors for requesting cautionary instruction: whether witness is an accomplice and whether testimony is corroborated)
  • Rowland v. State, 98 So.3d 1032 (Miss. 2012) (discussed and overruled in part regarding requirement to identify victim of underlying felony)
  • Batiste v. State, 121 So.3d 808 (Miss. 2013) (capital‑murder indictment need only identify underlying felony and statutory citation; no need to list robbed items)
  • Havard v. State, 928 So.2d 771 (Miss. 2006) (court will not consider outside‑the‑record affidavits on direct appeal)
  • Burks v. State, 770 So.2d 960 (Miss. 2000) (indictment must state victim when identity is an element; material variance fatal)
  • Rogers v. Tennessee, 532 U.S. 451 (2001) (due process prohibits retroactive abolition of a rule when change is unexpected and indefensible)
Read the full case

Case Details

Case Name: Robert Carson v. State of Mississippi
Court Name: Mississippi Supreme Court
Date Published: Nov 17, 2016
Citation: 2016 Miss. LEXIS 473
Docket Number: NO. 2013-KA-02011-SCT
Court Abbreviation: Miss.