456 P.3d 684
Or. Ct. App.2019Background
- Defendant (Burris) was a passenger in a minivan stopped by police; officers found a dagger, a makeup bag containing heroin and cocaine, a scale, and packaging materials in the vehicle.
- The driver, Armour, testified she owned the drugs and intended to sell them; she had picked up cash earlier and driven to meet a dealer that day.
- Trial court instructed the jury on both liability as a principal and liability as an aider and abettor for the drug and weapon charges, and on joint/individual possession, but did not give a jury concurrence instruction.
- Defense did not request a concurrence instruction; on appeal Burris argued the omission was reversible plain error under Ailes.
- The State conceded a concurrence instruction was required but argued the prosecutor’s closing made any error harmless; the Court of Appeals disagreed.
- The court held the failure to instruct on jury concurrence was legal error, the prosecutor’s closing argument was insufficient to cure it, and the conviction was reversed and remanded.
Issues
| Issue | State's Argument | Burris' Argument | Held |
|---|---|---|---|
| Whether a jury concurrence instruction was required when the court instructed on both principal liability and aiding-and-abetting liability | State effectively conceded that a concurrence instruction was required under Oregon case law | Failure to give the concurrence instruction was legal error | Yes — the court must instruct on concurrence when both theories are given |
| Whether the omission was harmless and whether appellate plain-error review should be exercised | The prosecutor’s closing argument made clear which theory supported conviction, so error was harmless; court should not overturn | Closing argument is insufficient to replace a required court instruction; appellant sought reversal under plain-error doctrine | The closing argument was insufficient to make the error harmless; the court exercised its discretion to correct plain error and reversed and remanded |
Key Cases Cited
- Ailes v. Portland Meadows, 312 Or. 376 (plain-error doctrine for unpreserved errors)
- State v. Boots, 308 Or. 371 (jury must be instructed on necessity of agreement on material elements)
- State v. Lotches, 331 Or. 455 (concurrence requirement explained)
- State v. Phillips, 354 Or. 598 (concurrence instruction required when prosecution proceeds under both theories)
- State v. Payne, 298 Or. App. 411 (court must communicate concurrence requirement — instructions, neutral statement of issues, or verdict interrogatories)
- State v. Davis, 336 Or. 19 (Oregon constitutional harmless-error standard)
- State v. Wright, 281 Or. App. 399 (exercising discretion to correct failure to give concurrence instruction)
- State v. Bowen, 280 Or. App. 514 (same)
- State v. Gaines, 275 Or. App. 736 (same)
- State v. Charboneau, 323 Or. 38 (vouching invades jury credibility role)
- State v. Southard, 347 Or. 127 (risk that jury will defer to expert credibility)
