1. Witnesses_five-year-old boy_competent
The trial court did not abuse its discretion by finding a five year old boy competent to
testify about the shooting of his mother and her boyfriend when he was three years old. The sole
test for competency is the requirement that the witness be capable of expressing himself and
understanding his duty to testify truthfully. Despite defendant's assertions regarding particular
statements made by the boy, it cannot be said that the court's determination could not have been
the result of a reasoned decision.
2. Evidence_hearsay_present sense impression_emotional content necessary
A murder victim's statements regarding her relationship with a defendant are often
admitted into evidence pursuant to N.C.G.S. § 8C-1, Rule 803(3) as a present sense impression.
Statements which merely recite facts without revealing emotion are not admissible, but
statements of fact providing a context for expressions of emotion are admissible.
3. Evidence_murder victim_statements about defendant_state of mind_factual context
A murder victim's statements to a witness about her ex-boyfriend were admissible under
the state-of-mind exception to the hearsay rule where the victim showed the witness a picture of
defendant and said she was afraid of him, that he was crazy and abusive and had burned her with
an iron, and that she was sick and tired of the abuse and wanted to get away. The witness plainly
linked the contextual facts to the victim's statements of her emotions and state of mind.
4. Evidence_murder victim_statements about defendant_state of mind_factual context
A murder victim's statements about defendant to a second witness were admissible under
the state-of-mind exception to the hearsay rule even though the witness did not interject the
victim's statements of emotion into every factual statement. The witness plainly testified to the
victim's emotions and related those emotions to the precipitating actions.
5. Homicide_first-degree murder--instructions_manslaughter charge not given
Any error in not instructing a jury on voluntary and involuntary manslaughter in a first-
degree murder trial was harmless where the court submitted first-degree murder based on
premeditation and deliberation, felony murder, lying in wait, second-degree murder, and not
guilty, and the jury found defendant guilty of first-degree murder based on premeditation and
deliberation and felony murder.
6. Homicide_self-defense_claim of accident
Defendant was not entitled to a self-defense instruction for a shooting that he contended
was accidental.
7. Homicide_self-defense_belief in necessity of shooting
The trial court did not err by not instructing on self-defense in an attempted murder trial
where defendant's belief that the shooting was necessary to save himself was not objectively
reasonable.
8. Homicide_first-degree murder_short-form_indictment
The short-form indictment for first-degree murder is constitutional.
Attorney General Roy Cooper, by Assistant Attorney General
Buren R. Shields, III, for the State.
Everett & Hite, L.L.P., by Kimberly A. Swank, for defendant-
appellant.
CALABRIA, Judge.
Gary Louis Meadows (defendant) appeals convictions for the
first-degree murder of his former girlfriend, Latonya Michelle
Davis (Davis), and the attempted first-degree murder of William
Todd Burgess (Burgess), Davis' neighbor and new boyfriend. The
evidence tended to show Davis and defendant were involved in an
intimate relationship between 1996 and 1999. Although Davis lived
at home with her parents, defendant served as the father figure to
Davis' son,
(See footnote 1)
Daveon. There was evidence of domestic violence in
Davis and defendant's relationship. It is undisputed that on 15
June 1999, Burgess took Davis out to dinner to celebrate her
twenty-first birthday. When they arrived home, defendant was
waiting for them. Burgess testified to the events of 15 June 1999. According to
Burgess, he and Davis dropped Daveon off at the home of Davis'
brother and then stopped by Burgess' office to pick up some
paperwork on their way to the restaurant. After the date, Davis
and Burgess picked up Daveon. Davis then dropped Burgess off in
the street in front of Burgess' house and continued into her
driveway. Burgess returned to Davis' house because he had
forgotten the paperwork in Davis' car. While Burgess was in Davis'
yard, defendant approached him, from behind and to his right,
mumbling negative words. As Burgess turned towards defendant and
realized he was within five feet of him, defendant shot him.
Burgess then explained, I seen [Davis] trying to get out of the
way, and she was screaming. And when she was trying to get out of
the way, the suspect went to her and shot her. And then I heard
[Daveon] crying and telling his mother to try to wake up[.]
Burgess fled the scene.
Defendant testified on his own behalf as to the events of 15
June 1999. According to defendant, at approximately 11 p.m., he
went to Davis' home to give her a birthday present. When defendant
arrived, since Davis was not home, he waited on the porch. After
Davis pulled into the driveway, Daveon went up on the porch where
he and defendant greeted one another. Burgess came across the yard
and began kissing, hugging and grabbing Davis. Defendant testified
he stepped off the porch and saw Burgess move as though he was
pulling a gun or a knife from his crotch area. Defendant saw the
item shine, and believed he needed to shoot Burgess to save
himself. Defendant fired one shot at Mr. Burgess, and then hefell back and I started to run. I stepped in the grass because it
had been raining, and I still had my hand on the trigger, and I
slipped in the grass and, I mean, I felt like my gun fired a second
shot. I wasn't sure and I took off running. Although defendant
knew he hit Burgess, he did not think Davis had been shot.
Defendant was subsequently arrested, indicted, tried by a
jury, and convicted of the first-degree murder of Davis and the
attempted first-degree murder of Burgess. Defendant was sentenced
to consecutive terms of 180 months to 225 months for the first-
degree attempted murder of Burgess and life imprisonment without
the possibility of parole for the first-degree murder of Davis.
Defendant appeals asserting the trial court erred by: (I)
permitting Daveon to testify; (II) admitting evidence of Davis'
prior statements regarding her relationship with defendant; (III)
refusing to instruct the jury on voluntary and involuntary
manslaughter; (IV) refusing to instruct the jury on self-defense;
and (V) allowing use of the short-form indictment.
I. Daveon Davis' Testimony
[1] Defendant appeals asserting the trial court abused its
discretion by finding Daveon, who was three years old when he
witnessed his mother and Burgess being shot and five years old at
the time of trial, was competent to testify.
(See footnote 2)
North Carolina law provides: [e]very person is competent to
be a witness except . . . when the court determines that he is (1)incapable of expressing himself . . . or (2) incapable of
understanding the duty of a witness to tell the truth. N.C. Gen.
Stat. § 8C-1, Rule 601 (2001). The competency of a witness is a
matter which rests in the sound discretion of the trial judge.
'Absent a showing that the ruling as to competency could not have
been the result of a reasoned decision, the ruling must stand on
appeal.' State v. Ford, 136 N.C. App. 634, 639, 525 S.E.2d 218,
221-22 (2000) (quoting State v. Hicks, 319 N.C. 84, 89, 352 S.E.2d
424, 426 (1987)) (internal citation omitted). When exercising its
discretion, the trial court 'must rely on [its] personal
observation of the child's demeanor and responses to inquiry on
voir dire examination.' State v. Andrews, 131 N.C. App. 370, 373-
74, 507 S.E.2d 305, 308 (1998) (quoting State v. Fearing, 315 N.C.
167, 174, 337 S.E.2d 551, 555 (1985)).
Defendant asserts the trial court judge abused his discretion
in determining Daveon understood his duty to tell the truth. We
disagree. During voir dire, Daveon testified on direct
examination:
Q: Can you tell us where you are?
A: Court.
Q: Okay. And do you know what you're here to
talk about?
A: Telling the truth.
Q: Okay. Do you know about telling the truth
and telling lies?
A: (Nodding head.)
Q: Can you tell us if telling the truth is
good or bad?
A: Bad _ _ good _ _ I mean bad.
Q: Okay. How about telling a lie, is that
good or bad?
A: Bad, not good.
Q: And what happens, Daveon, if you tell a
lie?
A: You go get in trouble. Q: Okay. And let me ask you, do you know what
telling the truth and what telling a lie
means?
A: (Nodding head.)
Q: You're nodding your head yes. Could you
say 'yes' for us instead of nodding?
A: Yes, ma'am.
Q: Okay. Let me ask you a question. Could
you look at your pants for me and tell me what
color they are?
A: Black.
Q: Okay. And if you told me right now that
your pants were white, would that be telling
the truth or telling a lie?
A: Telling a lie.
Q: Okay. If you were going to testify in this
case and testify in front of a jury, can you
promise everyone in this courtroom that you're
going to tell the truth?
A: (Nodding head.)
Daveon was later examined by the court, and the following exchange
occurred:
Q: Now, you know the difference between
telling a lie and telling the truth?
A: (Nodding head).
Q: You do?
A: (Nodding head). A lie is not what you have
to do. Telling the truth is what you do.
. . .
Q: Let's make a deal. If somebody asks you a
question and you don't know the answer to it,
I want you to say, 'I don't know.' Can you do
that?
A: (Nodding head).
Q: All right. So, if she [the prosecutor]
asks you a question and she asks you _ _
What's my name? You don't know my name, do
you? Do you know my name?
A: No.
Q: So if she asks _ _
A: Never been seeing you.
Q: Yeah. You've never seen me before. You're
not supposed to know my name, are you?
A: I never been seeing you.
Q: So if she [the prosecutor] asks you a
question _ _ if she asks you what my name is,
what are you going to say to her?
A: That I don't know.
Q: That's right. I don't know. And that's
telling the truth, because you don't know,
isn't it? A: Uh-huh (affirmative).
Q: Okay. You promise me that you'll do that?
A: (Nodding head).
These exchanges demonstrate Daveon was capable of expressing
himself, understood the difference between the truth and a lie and
knew to tell the truth, as required for competency by N.C. Gen.
Stat. § 8C-1, Rule 601.
Defendant asserts Daveon was nevertheless an incompetent
witness because he testified that telling the truth was bad. We
note, Daveon later demonstrated his understanding that [t]elling
the truth is what you do and promised to only tell the truth.
Considering the entire transcript, we cannot find the trial court
abused its discretion by not finding Daveon incompetent based upon
his singular statement that telling the truth was bad. See
Andrews, 131 N.C. App. at 374, 507 S.E.2d at 308 (holding a five
year old competent to testify regarding her mother's murder despite
having said it was not good to tell the truth since she later
explained it was wrong to lie, she would get spanked for lying, it
would be a lie to say her blue dress was red, and she wanted to
tell the truth about her mother's killing.)
Defendant asserts a number of additional reasons why Daveon
was not a competent witness. First, Daveon stated he lives with
[m]y grandaddy, my grannie and my mommy. However, Daveon
explained he calls his grandmother both grannie and mommy
because my other mama [is] gone. Second, Daveon often nodded his
head instead of responding audibly. Since a witness need only be
capable of expressing himself, we cannot find Daveon's silent
expression improper. Third, Daveon stated his mother died only oneminute earlier. The transcript reveals Daveon's confusion, and it
appears Daveon was attempting to testify the shooting took one
minute.
(See footnote 3)
Fourth, Daveon did not know Burgess' name. Considering
Burgess has never been a part of Daveon's life, his inability to
recall Burgess' name does not support the conclusion the trial
court abused its discretion by permitting Daveon's testimony.
Rather, this instance demonstrates that Daveon understood his role,
as he responded precisely as he promised Judge Bridges and stated
he did not know the other man's name. We do not find any of these
assertions by defendant support the conclusion the trial court
abused its discretion by finding Daveon competent to testify.
Finally, defendant asserts Daveon was incompetent to testify
because he could not distinguish between what he saw and what he
was told. On voir dire while conversing with the court, Daveon
explained he was ready to tell the court what he saw, saying I
could tell it. I could tell all about it. He explained no one
had told him about it but rather, I just knew it. I just saw it.
Daveon elaborated: A: I saw Gary shot my mommy. Shot the other
guy and then _ _ no. First thing when all _ _
when we just came _ _ when me and my mommy
just came back from our house _ _ from
somewhere else, I think that Gary was sitting
in there already, because I saw _ _ because I
knew Gary was in there. And I told myself, I
know Gary not in that house. So I went in
there and then when I was about to close the
door, I saw Gary and he told me to be quiet or
something.
Q: But nobody has told you that?
A: Huh-uh (negative).
Q: You saw all that yourself?
A: Uh-huh (affirmative).
Daveon then explained: Gary went over by Oscar, yelling at the
dog, and he climb up the fence and he ran over his car, trying to
wake _ _ trying to _ _ trying to go back home but the police found
him . . . and put him in jail. While it is apparent Daveon did
not see the police find the defendant and put him in jail, we do
not agree that Daveon's testimony regarding this at voir dire
necessitated the trial court finding him incompetent to testify.
Although witnesses may not testify regarding information not within
their personal knowledge, the proper recourse is objecting to this
evidence at trial, striking that testimony, and not preventing the
witness' testimony entirely as incompetent. The sole test for
competency is set forth in N.C. Gen. Stat. § 8C-1, Rule 601,
requiring the witness be capable of expressing himself and
understand his duty is to testify truthfully. Applying this test
and examining this record, we cannot conclude the trial court's
determination that Daveon was competent to testify could not have
been the result of a reasoned decision. Accordingly, we affirm
the trial court's determination that Daveon was competent to
testify.II. Victim's Prior Statements
[2] Defendant asserts the trial court erred by allowing
Burgess and the victim's cousin Glenda Davis (Glenda) to testify
as to statements Davis made to each witness regarding her
relationship with defendant. The trial court permitted the
testimony as present sense impressions pursuant to N.C. Gen. Stat.
§ 8C-1, Rule 803(3)(2001).
Generally, a statement made by a declarant other than the
witness testifying is hearsay and is not admissible at trial to
prove the truth of the matter asserted. N.C. Gen. Stat. §§ 801(c),
802 (2001). However, such testimony is admissible if it regards
[a] statement of the declarant's then existing state of mind,
emotion, sensation, or physical condition . . . but not including
a statement of memory or belief to prove the fact remembered or
believed . . . . N.C. Gen. Stat. § 803(3)(2001). A murder
victim's statements regarding her relationship with defendant are
often admitted into evidence pursuant to Rule 803(3). State v.
Carroll, ___ N.C. ___, ___, ___ S.E.2d. ___, ___ (12-20-2002);
State v. McHone, 334 N.C. 627, 637, 435 S.E.2d 296, 301-02 (1993).
In applying Rule 803(3), our Supreme Court has explained that
statements which are merely a recitation of facts which describe
various events and are totally without emotion are not admissible
pursuant to this hearsay exception. State v. Hardy, 339 N.C. 207,
228, 451 S.E.2d 600, 612 (1994). However, [t]he Court later
clarified that statements of fact providing context for expressions
of emotion are admissible under Hardy. State v. Marecek, 152 N.C.
App. 479, 498, 568 S.E.2d 237, 250 (2002) (citing State v. Gray,347 N.C. 143, 173, 491 S.E.2d 538, 550 (1997)). Where the
statements reveal 'the victim's state of mind or contain
statements of the victim's fear of defendant' the statements are
distinguishable from those in Hardy because the Hardy statements
only 'contained descriptions of assaults and threats against the
victim' and revealed no emotion. State v. Kimble, 140 N.C. App.
153, 164, 535 S.E.2d 882, 890 (2000) (quoting State v. Wilds, 133
N.C. App. 195, 205, 515 S.E.2d 466, 475 (1999)).
[3] First, we address Burgess' testimony. Burgess testified
that on the day of the shootings, Davis showed him a picture of
defendant and told him defendant was her ex-crazy boyfriend who
burned her with an iron, [was] very abusive, physical[ly] and she
was scared to death of him. Burgess elaborated Davis told him
she was sick and tired of the abuse and she want[ed] to get
away. . . . Burgess' testimony plainly linked the contextual
facts to Davis' statements of her emotions and state of mind. We
find the trial court did not err in permitting his testimony
pursuant to Rule 803(3).
[4] Next, we address Glenda's testimony. Glenda stated she
personally witnessed defendant stalk and abuse Davis. Glenda
explained that Davis shared with Glenda her feelings and emotions
regarding her relationship with defendant. Glenda testified Davis
told her on numerous occasions that defendant beat her and she was
very scared, she was frightened, she was very upset by defendant's
actions towards her. Glenda testified Davis said she had met
someone new that she really liked a lot, and that she wanted to
break if [(sic)] off with [defendant] . . . but she was scared. Glenda elaborated, [s]he said she was scared [defendant] would
kill her if he found out she was seeing someone else. Defendant
asserts since Glenda testified without interjecting Davis'
statements of emotions into every factual statement, the rule in
Hardy requires that only those statements linked to emotion be
admitted pursuant to Rule 803(3). We disagree. Glenda plainly
testified as to Davis' emotions and related those emotions to the
precipitating actions. We conclude this testimony sufficiently
expressed Davis' emotional state and the appropriate statements of
fact which supplied context to her emotions. The trial court
properly admitted this evidence pursuant to Rule 803(3) and in
accordance with North Carolina case law.
III. Jury Instructions on Manslaughter
[5] Defendant asserts the trial court erred by failing to
instruct the jury on the lesser included offenses of voluntary and
involuntary manslaughter for the charge of first-degree murder.
While [a] defendant is entitled to have the jury consider all
lesser included offenses supported by the indictment and raised by
the evidence we need not address whether the trial court erred in
not submitting voluntary and involuntary manslaughter to the jury
in the case at bar since any conceivable error was harmless. State
v. Price, 344 N.C. 583, 589, 476 S.E.2d 317, 320 (1996). The
North Carolina Supreme Court has adopted the rule that when the
trial court submits to the jury the possible verdicts of
first-degree murder based on premeditation and deliberation,
second-degree murder, and not guilty, a verdict of first-degree
murder based on premeditation and deliberation renders harmless thetrial court's improper failure to submit voluntary or involuntary
manslaughter. Id., 344 N.C. at 590, 476 S.E.2d at 321. Here,
since the trial court submitted to the jury possible verdicts of
first-degree murder based on premeditation and deliberation, felony
murder, and lying in wait, second-degree murder, and not guilty,
and the jury found defendant guilty of the first-degree murder of
Davis based on both premeditation and deliberation and felony
murder, any possible error would be harmless.
IV. Instruction on Self-Defense
Defendant asserts the trial court erred by not instructing the
jury on self-defense.
[6] Defendant's claim of self-defense applies only to the
charge of attempted murder of Burgess and not for the charge of
murder of Davis. '[D]efendant is not entitled to an instruction
on self-defense while still insisting that he did not fire the
pistol at [the victim], that he did not intend to shoot [the
victim] and that he did not [know [the victim] had been shot].'
State v. Nicholson, 355 N.C. 1, 30, 558 S.E.2d 109, 130, cert.
denied, ___ U.S. ___, 154 L. Ed. 2d 71 (2002) (quoting State v.
Williams, 342 N.C. 869, 873, 467 S.E.2d 392, 394 (1996)). Since
here, defendant testified he did not fire the gun at Davis, did not
intend to shoot Davis, and did not know she had been shot until
later, defendant would not be entitled to an instruction on self-
defense for the murder of Davis. Defendant claimed the shooting of
Davis was accidental and occurred while he slipped in the wet grass
as he ran away from her home. The trial court instructed the juryon accident. Accordingly, we address the claim of self-defense
only in relation to the charge of attempted murder.
[7] A defendant is entitled to a jury instruction on
self-defense when there is evidence from which the jury could infer
that he acted in self-defense. State v. Allred, 129 N.C. App.
232, 235, 498 S.E.2d 204, 206 (1998). There are two types of
self-defense, perfect self-defense, which consists of the following
four elements, and imperfect self-defense, which consists of only
the first two elements:
(1) it appeared to defendant and he believed
it to be necessary to kill the deceased in
order to save himself from death or great
bodily harm; and
(2) defendant's belief was reasonable in that
the circumstances as they appeared to him at
that time were sufficient to create such a
belief in the mind of a person of ordinary
firmness; and
(3) defendant was not the aggressor in
bringing on the affray, i.e., he did not
aggressively and willingly enter into the
fight without legal excuse or provocation; and
(4) defendant did not use excessive force,
i.e., did not use more force than was
necessary or reasonably appeared to him to be
necessary under the circumstances to protect
himself from death or great bodily harm.
State v. Lyons, 340 N.C. 646, 661, 459 S.E.2d 770, 778 (1995)
(quoting State v. McAvoy, 331 N.C. 583, 595, 417 S.E.2d 489, 497
(1992) (quoting State v. Norris, 303 N.C. 526, 530, 279 S.E.2d 570,
572-73 (1981))).
Therefore, for defendant to be entitled to an instruction on
self-defense, the following questions must be answered
affirmatively: '(1) Is there evidence that the defendant in fact
formed a belief that it was necessary to kill his adversary in
order to protect himself from death or great bodily harm, and (2)if so, was that belief reasonable?' Lyons, 340 N.C. at 662, 459
S.E.2d 778 (quoting State v. Bush, 307 N.C. 152, 160, 297 S.E.2d
563, 569 (1982)). In determining whether the self-defense
instruction should have been given, 'the facts are to be
interpreted in the light most favorable to [the] defendant.'
State v. Moore, 111 N.C. App. 649, 654, 432 S.E.2d 887, 889 (1993)
(quoting State v. Watkins, 283 N.C. 504, 509, 196 S.E.2d 750, 754
(1973)).
Taking the evidence in the light most favorable to defendant,
we hold the trial court properly declined to instruct the jury on
self-defense because defendant's belief was not objectively
reasonable. The uncontroverted evidence is that just prior to
midnight on 15 June 1999, defendant was waiting on Davis' unlit
porch. He had his gun out and a bullet was in the chamber. When
Davis was greeted in the yard by her date, defendant stepped past
Daveon and off the porch. He held the gun in his hand. He
approached the couple from behind Burgess mumbling negative
words. As he approached the couple, Burgess pulling from his
crotch area and defendant saw something shine. When defendant
was close enough to Burgess that they could have touched each other
without fully extending their arms, he shot Burgess in the face.
Burgess fell immediately and both Burgess and defendant thought he
was dead. Defendant testified he believed Burgess had a weapon and
it was necessary for him to shoot Burgess to save himself.
However, taking this evidence in the light most favorable to
defendant, despite defendant's testimony, we find defendant's
belief was not objectively reasonable. Our Supreme Court held that where the record was totally void
of any evidence supporting defendant's self-serving claim that
he believed the other person was reaching for a weapon, the Court
may hold defendant's belief was not objectively reasonable and that
the trial court properly refused to instruct the jury on self-
defense. State v. Williams, 342 N.C. 869, 873-74, 467 S.E.2d 392,
394 (1996). Accordingly, under the facts of this case, we hold the
trial court did not err in failing to instruct the jury on self-
defense.
V. Short Form Indictment
[8] Defendant asserts, for preservation of the issue, the
short-form indictment utilized in the murder charge was fatally
defective because it failed to allege the essential elements of
first-degree premeditated and deliberated murder or first-degree
felony murder. However, defendant acknowledged the North Carolina
Supreme Court has upheld the constitutionality of the short-form
murder indictment. State v. Braxton, 352 N.C. 158, 531 S.E.2d 428
(2000), cert. denied, 531 U.S. 1130, 148 L. Ed. 2d 797 (2001);
State v. Wallace, 351 N.C. 481, 528 S.E.2d 326, cert. denied, 531
U.S. 1018, 148 L. Ed. 2d 498 (2000), reh'g denied, 531 U.S. 1120,
148 L. Ed. 2d 784 (2001). Thus, we hold accordingly.
No error.
Judges McCULLOUGH and TYSON concur.
*** Converted from WordPerfect ***