447 P.3d 515
Or. Ct. App.2019Background
- Defendant was charged with menacing (ORS 163.190) based on threats and threatening conduct over the course of a car trip; the indictment tracked statutory language and did not specify which discrete act constituted the offense.
- At pretrial and again at the close of evidence, defendant moved to require the state to elect a single factual occurrence underlying the menacing charge; the state declined to elect pretrial and said it would if necessary after presentation of evidence.
- The state presented evidence of multiple threatening acts (threatening to crash the car, driving recklessly, threatening with a knife/gun, statements about killing/disposing of the body); no election was made to the jury and defendant did not request a concurrence (jury unanimity) instruction.
- The trial court denied the motion to require an election; defendant was convicted and appealed, arguing the court erred in denying the election and in failing to give a concurrence instruction (the latter argued as plain error).
- The appellate court analyzed different types of "motions to elect": (1) pretrial, notice-oriented elections (to make the charge more definite) and (2) end-of-trial, concurrence-oriented elections (to secure jury unanimity), and explained the remedies a court must employ when the latter is needed.
- The court held that State v. White controls for menacing: menacing can be proven by a series of acts and does not require the jury to agree on a single discrete act; therefore denial of the motion and omission of a concurrence instruction did not constitute reversible error.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held | |
|---|---|---|---|---|
| Whether trial court erred by refusing to require the state to elect a single factual occurrence for menacing | State: menacing may be proven by aggregate conduct; no election required | Def: multiple separate occurrences were proved and the state must elect one or the jury must be instructed to concur | Denied — no election required because menacing can be a course of conduct (controlling White) | |
| Whether failure to give a concurrence (jury unanimity) instruction was plain error | State: no plain error because offense may be proved by cumulative acts | Def: plain error because no concurrence instruction requested and jury could have convicted based on different acts | Denied — no plain error given White; menacing does not demand agreement on a single act | |
| Whether defendant preserved election issue for appeal | State: preservation conceded; issue was raised at trial | Def: argues preserved by motions to elect | Court: independent duty to review preservation; here preservation satisfied though defendant did not propose a specific jury-charge mechanism | Preservation satisfied but claim fails on merits |
| What remedies/tools must a trial court use when an Ashkins/Pipkin concurrence election is meritorious | State: party can tailor closing argument; trial court has discretion | Def: sought state election only | Court: court must ensure jury limitation by giving a concurrence instruction, a neutral written statement of issues, or a general verdict form with interrogatories (or combination); mere argument is insufficient | Trial court must use one of those means when a concurrence election is required |
Key Cases Cited
- State v. Pipkin, 354 Or. 513 (discusses when jury concurrence is required and alternatives)
- State v. Ashkins, 357 Or. 642 (requires state to elect or jury concurrence instruction when evidence permits multiple separate occurrences)
- State v. White, 115 Or. App. 104 (menacing may be proved by several acts; jury need not agree on a single act)
- State v. Hale, 335 Or. 612 (pretrial election / notice issues; alternatives to demurrer)
- State v. Antoine, 269 Or. App. 66 (indictment notice and timing of state's election)
- State v. Boots, 308 Or. 371 (jury unanimity instruction context)
