442 S.W.3d 569
Tex. App.2014Background
- Lee was convicted of burglary of a habitation with the intent to commit aggravated assault and sentenced to 35 years' confinement with no fine.
- On appeal, Lee challenges (i) exclusion of Brad Collins's statement under Rule 804(b)(1), (ii) lack of self-defense and necessity jury instructions, and (iii) legal sufficiency of the evidence.
- Key trial witnesses included Joel Patterson, Raven Riley, San Antonio police officers, and ballistics experts; Patterson and Riley described the confrontation and shootings.
- Collins’s unsworn statement was offered but deemed not testimony under Rule 804(b)(1) and was excluded.
- The defense requested self-defense and necessity instructions, which the trial court denied as unsupported by evidence.
- The appellate court affirmed, holding Collins’s statement was inadmissible, the requested defenses were not warranted, and the evidence was legally sufficient.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Admissibility of Collins statement under 804(b)(1) | Lee argues Collins's statement should be admitted as former testimony. | State contends the statement was not testimony and Collins unavailable. | Exclusion not an abuse of discretion; statement not testimony under 804(b)(1). |
| Jury instructions on self-defense | Lee asserts evidence raised self-defense, requiring an instruction. | State argues no immediate deadly-force necessity was shown. | No error; evidence did not support reasonable belief of immediate necessity. |
| Jury instructions on necessity | Lee argues necessity instruction was warranted. | State contends no evidence of immediate necessity to avoid imminent harm. | No error; necessity instruction not warranted. |
| Legal sufficiency of the burglary with intent to commit aggravated assault | Lee claims evidence insufficient to prove elements beyond a reasonable doubt. | State argues evidence supports entry without consent and intent to commit aggravated assault. | Evidence legally sufficient to sustain conviction. |
Key Cases Cited
- Coffin v. State, 885 S.W.2d 140 (Tex. Crim. App. 1994) (abuse-of-discretion standard for Rule 804(b)(1) evaluation)
- Zuliani v. State, 97 S.W.3d 589 (Tex. Crim. App. 2003) (reaffirms evidentiary-review framework for former testimony)
- Ngo v. State, 175 S.W.3d 738 (Tex. Crim. App. 2005) (standard for evaluating jury-charge errors and harm)
- Ferrel v. State, 55 S.W.3d 586 (Tex. Crim. App. 2001) (defensive instructions must be warranted by evidence)
- Shaw v. State, 243 S.W.3d 647 (Tex. Crim. App. 2007) (test for when self-defense instructions are appropriate)
- Morales v. State, 357 S.W.3d 1 (Tex. Crim. App. 2011) (reiterates standard for self-defense discussion of immediate necessity)
- Jackson v. Virginia, 443 U.S. 307 (U.S. Supreme Court, 1979) (standard for legal sufficiency review)
- Odom v. State, 852 S.W.2d 685 (Tex. App.—Houston [14th Dist.] 1993) (evidence regarding intent to commit assault considerations)
