314 P.3d 902
Mont.2013Background
- On Jan. 13, 2012 Tellegen and three others went to a house; co‑defendants entered and took items; Tellegen drove the car into the garage and was alleged to have helped load items.
- State initially charged Tellegen with accountability for burglary, then amended to burglary, conspiracy to commit burglary, and theft (with accountability charge withdrawn).
- At trial the court gave an accountability instruction for burglary over Tellegen’s objection; the court adopted a conduct‑based definition of the mental state “purposely” (defense did not object).
- Jury convicted Tellegen of burglary (accountability theory) and theft (theft was treated as the predicate offense).
- Tellegen appealed: (1) instruction on accountability when not charged as a separate offense; (2) ineffective assistance for counsel’s proposed definition of “purposely;” (3) ineffective assistance for failing to object that convicting on theft and burglary violated Montana’s multiple‑charges prohibition.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether court erred by instructing on accountability though State had withdrawn an accountability charge | State: accountability is a theory of liability, not a separate charge; no new notice required | Tellegen: she lacked notice that State would pursue accountability theory | Court: No error — accountability is not a separate offense; Tower controls; Tellegen had notice |
| Whether counsel was ineffective for offering a conduct‑based definition of “purposely” | State: no prejudice because evidence supported guilt under either conduct‑ or result‑based standard | Tellegen: instruction misstated law and prejudiced her defense | Court: No prejudice under Strickland; a reasonable jury could convict under either standard |
| Whether counsel was ineffective for failing to object that theft conviction violated the statutory ban on multiple charges when theft was a predicate to burglary | State: choice of charging language controls; trial proceeded on burglary defined with predicate offense | Tellegen: charging and conviction of both theft and burglary (with theft as predicate) violates § 46‑11‑410(2)(a) | Court: Counsel performed deficiently and prejudice occurred; theft conviction vacated and remanded for recalculation of fees/costs |
Key Cases Cited
- State v. Tower, 267 Mont. 63, 881 P.2d 1317 (Mont. 1994) (accountability is a theory of liability, not a separate offense)
- State v. Maetche, 343 Mont. 464, 185 P.3d 980 (Mont. 2008) (reaffirming accountability as non‑separate offense)
- In re B.D.C., 211 Mont. 216, 687 P.2d 655 (Mont. 1984) (same principle on accountability)
- State v. Medrano, 285 Mont. 69, 945 P.2d 937 (Mont. 1997) (notice of accountability theory where defendants acted in concert)
- State v. Spotted Eagle, 358 Mont. 22, 243 P.3d 402 (Mont. 2010) (distinguishing a substantive element change from an accountability theory)
- State v. Russell, 347 Mont. 301, 198 P.3d 271 (Mont. 2008) (predicate offense included in greater offense creates multiple‑charge issue where State framed charges that way)
- State v. Becker, 326 Mont. 364, 110 P.3d 1 (Mont. 2005) (failure to make valid objection can be deficient performance)
- State v. Williams, 355 Mont. 354, 228 P.3d 1127 (Mont. 2010) (vacated convictions affect fees and punishments even if sentences run concurrently)
- Ball v. United States, 470 U.S. 856 (U.S. 1985) (second conviction’s legal consequences persist even if sentences concurrent)
