*1
H35
¶ 4
HANDS AND THE
WITNESS OUR
day
this 20th
SEAL OF THIS COURT
December, 2005.
RE-PUBLISHING PORTIONS OF 13.8
FORM
provisions of
1 Pursuant to the
Section
rough denotes deleted bold denotes words) added Appeals Court of Criminal of Oklahoma. Following changes to wit: Jan.
FORM 13.8 UNIFORM JUDGMENT
AND SENTENCE Judgment [NOTE ON USE: The uniform Form 13.8 shall be used in and Sentence felony all convictions and misde- subsequent meanor conviction felony. prosecuted which can be as a Provided, where the in those counties utilizing Attorney
office of District management the JustWare case software tailored to that allows Form 13.8 to be just provisions reflect of the uniform applicable particular form that are to a case, the use of that tailored Form 13.8 authorized.]
¶ 2 This revision shall become effective the date of this order.
¶ IT3 IS SO ORDERED.
1137 *3 Smith, Mashburn, Greg
Fern Asst. District Attorneys, OK, City, Oklahoma Attorneys for evidentiary the State at hearing. Chesley, Capital Janet Defense Counsel Norman, OK, Attorney Appellant ap- on peal. Smith,
Fern Attorney, Asst. District Okla- OK, City, Attorney homa Appellee appeal.
OPINION AFFIRMING ORDER OF TRI- *4 AL COURT ON CLAIM MENTAL OF RETARDATION AND ESTABLISH- ING PROCEDURE FOR THE RESO- LUTION OF FUTURE MENTAL RE- TARDATION CLAIMS JOHNSON, Judge. C.
¶ Appellant,
Blonner,
1
Ricardo
is current-
ly charged with
Degree
First
Murder
Court,
County
Oklahoma
District
Case No.
CF
Following
1999-6416.
this Court’s deci-
Bass,
sion
State ex. rel. Lane v.
2004 OK
14,
629, Appellant
CR
87 P.3d
filed a Motion
to
Bill of Particulars due to mental
requested
retardation and
evidentiary
an
hearing on the issue.
Jerry
The Honorable
Bass,
Judge,
District
conducted an evidentia-
ry hearing
12th-14th,
on October
2004. At
hearing,
conclusion of the
Judge Bass
Appellant
found
had not met his burden of
proving, by preponderance
evidence,
that
he is
pursuant to the
definition of mental retardation adopted by
State,
Murphy
this Court in
v.
2002 OK CR
32,
1139
Id.,
State,
findings.
2004
2002 OK the trial court’s factual
Murphy
In
3
¶14, 15,
record,
issue
be tried
bench
others;
The mental retardation mani-
hearing
and the
as set
be conducted
age
eighteen
fested itself before the
Bass,
forth
State ex.rel. Lane v.
OK
(18); and
The mental
retardation
¶14, 14,
CR
H41
demies;
first,
safety;
of commu-
first,
health and
use
present evidence
resources;
nity
and work?
first and
present
to
opportunity
jury. Each
closing arguments
last
you
preponderance
If
find
relevant to de-
may
witnesses
party
present
that the answer to each of these
evidence
of mental retarda-
of the issue
termination
you
questions
yes, then
must find the
is
relating
the crime with
to
tion. Evidence
in-
Defendant is
retarded and so
charged is not admis-
is
which the defendant
your
verdict form.
dicate
specifically rele-
that evidence is
sible unless
you
of the above
If
find the answer
evidence of
to refute the defendant’s
vant
no, you must find the
questions is
defen-
relating to
retardation.
Evidence
mentally retarded and so indi-
dant is not
only to the extent
crimes is admissible
other
your
form.
cate on
verdict
the defendant’s evi-
it
relevant to refute
Preponderance of the evidence means
Lambert v.
of mental retardation.
dence
probable
more
than not.
¶ 3,
INSTRUCTIONS DETERMINA- INSTRUCTION ON
JURY rulings has made the conduct RETARDATION TION OF MENTAL the trial and the admission of evidence. empanelled to jury have been You the doing expressed In so the Court has not name of Defen- determine whether [insert any way weight nor intimated or retardation as it suffers from mental dant] given any credit to be evidence testimo- trial, is defined below. ny during the nor indicated admitted any way the conclusions to be reached “mentally that a You are advised by you in this case. signifi- if functions at a retarded” he or she cantly sub-average level that intellectual facts, judges weight You are the ability substantially limits his or her credibility of the of the evidence and the information, process understand determining weight In such witnesses. communicate, experience or to learn from interest, if you may consider: The credit mistakes, logical reasoning, to engage any, the witness have in the *7 the impulses, control and to understand trial; wit- result of the the relation of the Intelligence quotients reactions of others. prejudice, or parties; ness to the the bias may many factors that be are one of the candor, any apparent; fair- if has been considered, but are not alone determina- ness, wit- intelligence and demeanor of the tive. ness; ability of the witness to remem- occurrences, past and the ber and relate decision, reaching your you must deter- In observation, opportunity means of mine: which the wit- knowing the matters about (1) who is men- Is the defendant testified. From all the facts ness has tally in this instruc- retarded as defined appearing in evidence and circumstances tion? during tri- coming your observation present the mental retardation Was al, by knowledge you which each aided eigh- defendant was and known before the you possess persons, with other common (18) years age? teen You should your will reach conclusions. sympathy, prejudice significant not let sentiment Does the defendant have deliberations, your but should in at least enter into adaptive limitations in functions your jurors impartially, as discharge duties following skill areas: communi- two your self-care; conscientiously faithfully under cation; social/interpersonal self-direction; the evi- skills; such verdict as living; aca- oaths and return home by dence warrants when measured these VERDICT instructions. We, jury, empanelled and sworn in There testimony has been introduced the cause, do, upon the above-entitled represented of witnesses who are to be oaths, find as follows: skilled in certain areas. Such witnesses expert are known in law as witnesses. [insert name of Defendant] is more testimony You consider the of these probably than not: give weight you witnesses and it such as _ Mentally retarded have, think it should but the value to be _ given testimony you their is for to deter- Not required mine. You are not to surrender your judgment any person own to that of FOREPERSON
testifying
expert
as an
or otherwise. The
testimony
expert,
any
of an
like that of
jury
If13
finds the defen
witness,
given
other
tois
such
as
value
mentally retarded,
dant
is
court
you think it
entitled to
is
receive.
open
shall enter an
granting
Order
court
law,
These instructions contain all the
Quash
the Motion to
Bill of Particulars and
otherwise,
whether statute or
applied
to be
proceed
the case shall
non-capital
as a
first
case,
by you in
and the rules which
degree
jury
murder case.
If the
finds the
you
weigh
are to
the evidence and deter-
defendant is not
mine the
facts
issue. You must consider
court shall enter an
in open
Order
the instructions as a whole and not a part
denying
Quash
the Motion to
Bill of Particu
to the exclusion of the rest. You must not
lars and
proceed
the case shall
capital
as a
use
arriving
method of chance in
at a
degree
first
murder case.
If the
verdict,
judgment
but base it on the
verdict,
unable to reach a
the trial court
juror
each
concurring therein.
enter an
granting
Quash
order
the Motion to
you
After
your
have retired to consider
Particulars,
Bill of
finding the defendant to
verdict
select one of the
as a foreman
retarded. Lambert v.
your
upon
and then enter
deliberations.
¶11, 5,
you
verdict,
agreed
your
When
on a
OK CR
with (60) sixty days the the within from date of appealed, the Clerk this Court being with pronounced ruling is in court to judge’s (10) days the date the notice ten from within jurisdiction The the of Court. invoke and in the district court. See Rule 2.5 is filed following in Error must contain the Petition 13.4, Rules the Oklahoma Court Crimi- of of information: (2005). 22, Ch.18, Appeals, App. nal Title (1) type the appeal The of and date the perfect appeal, To the the Peti Particulars; Bill filed its of State Error, original copy in tion certified (2) gave The date the Notice of defendant record, transcript brief proceedings of and Intent to raise Mental Retardation as the Clerk of this Court be filed with shall pen- the imposition of death defense (60) the sixty days from date the within alty; denying granting an enters order court (3) Quash Bill The date the Motion to of Bill of Particulars. the Motion due to Mental Retardation was Particulars required reporter The court shall be court; in the district filed preparation Re- expedite of the record. (4) and the court from The case number time shall consid- quests for extensions of be appeal lodged; which the 3.2(C), in Rule Rules ered accordance with of (5) [jury the trial on The date Appeals, Oklahoma Court Criminal the of [evidentiary hearing retardation] (2005). Ch.18, To the App. ensure Title held; was retardation] on mental (60) sixty perfected days, the appeal is within transcripts completed record and (6) granting deny- the The date Order clerk, and filed with the district and in the quash the motion to was filed immediately to the Clerk of the transmitted judge; name of district court and the Appeals appellate of Criminal and Court and, (40) days entry of of forty within counsel (7) being sought. nature of The relief court’s If the record is not the trial order. Application An for Accelerated Docket shall (40) days forty complete within with the Petition Error. See filed order, Non-Completion court’s Notice of XI, Rules Section the Oklahoma Court of shall be sent to Clerk of Record 22, Ch.18, App. Appeals, Title Criminal explaining the Appeals, of Criminal (2005). Application shall be served on The delay. hearing cause cause for A show (5) party days five from within the adverse this Court be scheduled. Application is filed and date on which the prepare clerk The district court shall of service. See contain certificate must (3) copies plead- file three certified of all 1.9(B) 3.4(A), Rules the Okla- Rules instruments, transcripts designated ings, Appeals, Title homa Court Criminal forty appeal record for inclusion within (2005). Ch.18, App. Upon filing (40) appealed days from the date of order Error, shall this Court schedule Petition provided for the from the manner same argument. oral matter for regular appeal of a as set preparation ¶20 Response shall filed Brief 2.4; 2.2, however, the forth in Rules 2.3 and twenty days from date the within set shall control. The due dates forth herein 13.15, Form Appellant’s brief filed. See transcript copy original certified the Oklahoma Court Criminal Rules with designated of the record be filed *9 (2005). 22, Ch.18, App. Appeals, Title Court; of one certified the Clerk ¶21 Response Application and copy transcript of the and shall be record error, and, of attorney; specific propositions “brief provided to the contain district (1)certified specific refer- transcript argument, copy explanation record and record, Indigent transcripts to the the Oklahoma Defense ences to either and/or appropriate authority pertaining upon citations of DERED delivery filing issued issue(s) 11.5(B) raised. See Rule of this decision. (C), Rules the Oklahoma Court Crimi- (2005). Ch.18, Appeals, App. nal Title CHAPEL, JOHNSON, J., A. P.J. and concur.
¶22
argument
Oral
shall be limited to
fifteen
minutes to each side. The mov-
LUMPKIN, V.P.J. concurs in
ing party
open
shall be entitled to
and con-
part.
in
results/dissents
argument.
clude the oral
At the conclusion
LEWIS,
J. concurs
results.
argument,
may
of oral
this Court
issue its
decision
court or take the matter
LUMPKIN,
J.,V.P.
concur in
under advisement.
If the decision is taken
part.
results/dissents
advisement,
under
this Court will issue a
¶ 1 I concur in the
reached
results
in the
(10) days
written order within ten
from the
opinion,
Court’s
at least insofar as it affirms
argument.
date of
the District
compli
Court’s decision. And I
¶23
jury
If the
renders a verdict
Judge
ment
recognizing
Bass for
that there
finding
mentally
the defendant is not
retard
is a distinct
very
difference between the
nar
appeal,
ed and the defendant does not
or the
row class of
ineligible
individuals deemed
verdict is
appeal,
affirmed on
the case shall
penalty by
the death
Supreme
the U.S.
Court
proceed
capital
degree
as a
first
murder
304, 122
Virginia,
Atkins v.
536 U.S.
S.Ct.
case. The issue of mental retardation shall
(2002), i.e.,
H45 retarded, to leave that decision with a mentally it also noted “serious sound but you where draw the line disagreement” peers. about is in fact retarded: “Not all
regarding who ¶ Unfortunately, Miorphy procedures the retarded will people who claim to fairly have never been tested and have since range impaired fall within the be so as to never-ending in a state of flux.4 It been whom retarded offenders about say exaggeration no that the case has been Atkins, 536 there is a national consensus.” by possible attacked whenever those who did Thus, 317, 122 2250. the at S.Ct. at U.S. it, originally agree especially not with now developing were left with the task of States Murphy when those who voted for are no appropriate ways to enforce the constitution- longer sitting two-stage on this Court. The al restriction.2 procedure replaced has been with several began Murphy. that task in How- We alternatives, although originally not the ones ever, five-judge is a with- because this by Murphy’s Today’s advocated dissenters. resources, time, necessary personnel, out the applies “margin decision a of error” to what the experience to ascertain will arguably important aspect the most constraints, budgetary people or the State’s I.Q. Murphy, the 70 threshold score. In- temporarily Murphy attempted to resolve deed, away things its haste to do with all while, the mental retardation issue raised at Murphy, opinion actually language uses time, judicial the same exercise some re- “overruled,” saying it Murphy opinion was a collaborative has been at least inso- straint.3 fairly approach. that a moderate While today’s opinion, took far as it varies from thus required IQ at test of 70 or below it least adding more confusion to the trial bench as eligible men- order to be be considered they complex procedures. apply seek to these tally adopted preponder- it also a inability adopt proce- 7 The Court’s a than ance of the evidence standard rather a self-discipline dure and exercise the to stick stringent convincing more clear and stan- disregards with it the Rule of Law and dem- dard, Murphy incorpo- as some states have. why onstrates there is such an aversion to suggested by Judge rated instruction legislating from the bench. For when required fact- C. Johnson. The case also begin crafting law rather than Courts intensive issue of mental retardation it, interpreting we create chaos and skewed all, by jury. decided After the decision doctrines that are not in touch with the will upon this issue could render the most hei- worse, people. Even we fail to follow ineligible pen- nous murderers for the death politics of Law and where alty. reviewing Rule introduce After state law and consider- victims, potential impact belong. it it seemed does not complicated expensive. against executing thing "national consensus” the men- more Because But, true, tally assuming that procedures jurors hearing retarded. was would result in begin crime, where did the national consensus and end? only we details of the built in three checks and Did the national consensus include overtly mentally balances: mental retardation could be re- retarded, i.e., moderately to se- trial, by agreement parties; solved before (2) verely mentally I.Q.’s with retarded individuals judge following review de novo mildly it below 55? Or did also include the rubber-stamping trial that was "not to be mere (55 I.Q.), to 70 who often determinations;” jury’s factual obviously handicapped? And what about the appellate review. statewide consensus? Where do Oklahomans But, importantly, stand on this issue? more states, Today's disingenuously opinion 4. "Now what relevance is a consensus to the national adopted Murphy that we have seen the model interpretation language? of Constitutional progeny implemented appealed, we and its Ideally, job legisla- this would be for the state ways improve see in which to the resolution tures, judiciary. not for the truth, however, is that we these claims.” only implemented change, and continuous example, 3. For our mental retardation definition given Courts have never been an District paralleled that in Atkins and was to be used until opportunity rhythm into the of a known to settle "replaced by legislative a suitable enactment.” procedure that allows them to work out wanting Not overcrowded, to further burden confuse might procedure. problems that arise in courts, under-budgeted opted we two-stage proceeding, for a rather than some- *11 1146
¶ today. 8 This is where we find ourselves dicate the cases and issues before the rules,” keeps “changing The Court the add- Court. ing procedures loopholes that sure- more Legisla- 10 It is time for the Oklahoma ly Indeed, pending wreak havoc in trials. step plate up ture to to the and reclaim the trial, proposal requires separate a the latest legislative upon role this issue. Should we jury, appeal. process is so micro- issue, really adopt margin a of error on this literally managed spin. it makes one’s head so that the must trial State bear the fact, your way through In it is difficult to find appeal a costs of who cannot even today’s opinion getting without a headache. IQ produce legitimate score 70 addressed, Every contingency conceivable really separate below? Do we want a dispute, not in the context of a real but in retardation, on complete the issue of mental anticipation possible a one. The Court jury separate appeals process? with a goes they prosecutors so far to tell how as right speedy What does this do to the try oversteps must their cases. This our really trial? we want Do to mandate that judicial arguably separa- role and violates the jurors deciding mental retardation are not doctrine, powers poten- tion of in addition to qualified, jurors death we all know that when tially showing against bias the State’s case. likely consequences will know the of then- law, duty 9 This Court owes decision, regardless overtly of whether it is courts, practitioners, and the citi- pointed really prevent out?5 Do we want to consistent, provide logical, legally zens to introducing the State from evidence to the body sound law that all concerned trier of fact that is relevant to the issue rely they prepare on as make decisions and except mental retardation to the extent that for the future. Not constant bio- it pre- “refutes” evidence the defendant has rhythmic change in procedure it because sented, allowing keep thus a defendant to out so, right at seems the moment. And it will might powerful what be the most and rele- courts, interesting to see how the state’s vant evidence shows he or she is not attorneys district and federal courts sub- mentally retarded?
sequent appeals will view this Court’s men- jurisprudence, tal Maybe maybe retardation 11 we do and we don’t. burgeoning Legislature’s job Court’s mental retardation bu- But it seems to me it is the reaucracy threatens to questions, studying overwhelm the dis- to answer these after courts, issue, attorneys holding trict not to mention hearings, ascertaining im through courts, opin- pact who must wade it. Personal it will hearing have from witnesses, penalty arguably ions about the death surveying what the “statewide seeped is, process, into the debating and mental retar- consensus” on this issue portal through Otherwise, dation has become issue. we will have a similar may escape, Smith, non-retarded defendants even situation as occurred Schriro v. 546 juries reject U.S. -, 7, (2005). those who have had their men- 126 S.Ct. L.Ed.2d See, There, e.g. tal retarded claims. appeals began impos Pickens v. a federal court State, 612; ing 2005 OK CR 126 P.3d Lam- conditions on Arizona trial courts con State, 646; cerning bert 2005 OK CR 126 P.3d the issue of mental retardation be Salazar v. 126 P.3d apply fore Arizona had even had a chance to 625. I doubt this is procedures.6 consistent with the will its own chosen But the Su position preme of Oklahoma citizens or ais Court ruled that the federal court had legislature support. beyond Oklahoma would It authority acted its habeas and re certainly Supreme consistent with the role of the minded the federal that the judicial government only adju- develop branch Court had left it to the States matter, relating § 5. For that if the is not to be death- 1175.4 to determination of com- qualified, why legislating grant- is the Court petency appropriate. are more peremptory challenges qualifying of nine juiy? truly This is inconsistent. If it is Atkins, Following passed Arizona had separate proceeding on the issue mental retar- See, legislation. § retardation A.R.S. 13-703.02. dation, procedures then the contained in O.S. impan- require that another constitution- would ways to enforce the appropriate on this issue. eled al restriction.
¶
appellate
is true here. This
12 The same
stringent
imposing
has no business
conditions on the lower district
controversial
adopted
not been
or even
courts that have
Legislature.
by the Oklahoma
considered
¶
claim,
Appellant’s specific
it is
13 As for
short of mental retardation. testing totally disproved Subsequent 14 claim. Dr. Appellant’s mental retardation IQ testing Appellant’s was revealed Call’s prior two adminis- which was consistent with test, i.e., a 2002 score of trations of the ipso of 78. These tests and 2001 score facto any retardation under refute claim of mental Atkins, mental retardation is a which found
cognitive present defect that from birth subject significant
and is therefore change time. over reasons, I in the 15 For these concur of the District
affirmance of the decision Court, opinion, of this but dissent to most really nothing advisory than more
dicta,7 ripe are not as the issues addressed adjudica- presented review or even response I hopefully tion. And await the Legislature, the Oklahoma which is needed more than ever. now LEWIS, Judge, Specially concurs. result; 1 I concur with the however the option seeking lose state should not its particulars agree if bill of cannot mental retardation trial. I verdict ¶72, 3, ("This Supposedly, precluded P.2d 240 this Court is from issu- OK CR throughout ing advisory opinions advisory opin- consistently and has so held refused to issue has See, history. e.g., Canady Reynolds, issues, However, ions"). many other as with so ¶54, 9, (“An advisory CR 880 P.2d OK precedent appear the law and it does not original opinion does not fall within the Court's desired results. obstruction to the Court's L.N., statutory jurisdiction”); Matter
