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STATE OF NORTH CAROLINA v. KAREN ELAINE EVERETT
NO. COA03-95
Filed: 2 March 2004
1. Homicide_self-defense_no duty to retreat in home_instruction not given
A second-degree murder defendant was entitled to an instruction that she had no duty to
retreat in her home, and a new trial was granted, where there was sufficient evidence that she
was attacked by her husband in her home and that she was not at fault, and the State argued in
closing that she had a duty to leave.
2. Trials_cross-examination_hypothetical statements
Cross-examination about hypothetical statements from a witness who did not testify was
not condoned, although a new trial was granted on other grounds.
Appeal by defendant from judgment dated 30 August 2001 by
Judge Howard E. Manning, Jr. in Superior Court, Wake County. Heard
in the Court of Appeals 13 November 2003.
Attorney General Roy Cooper, by Assistant Attorney General
Lorrin Freeman, for the State.
Osborn & Tyndall, P.L.L.C., by Amos Granger Tyndall, for
defendant-appellant.
McGEE, Judge.
Karen Elaine Everett (defendant) was convicted of
second-degree murder on 30 August 2001. The trial court found
defendant to have a prior record level I and sentenced defendant to
a minimum term of 135 months and a maximum term of 171 months in
prison. Defendant appeals.
The evidence presented by the State at trial tended to show
that on 26 November 2000, personnel from the Wake County Sheriff's
Office and the Garner EMS responded to a call from the residence of
defendant and her husband, Michael Everett (Everett). Upon arrival
at the home, Everett was found lying in the entrance to thekitchen, having suffered multiple gunshot wounds. Everett had no
pulse and no signs of cardiac activity. The medical examiner
confirmed that Everett died as a result of the gunshot wounds. A
special agent with the State Bureau of Investigation testified that
one of the wounds was the result of a contact shot, while the other
three wounds resulted from shots fired from less than eighteen
inches.
Deputy Jamie Landmark (Deputy Landmark) with the Wake County
Sheriff's Department testified as to his conversation with
defendant after the incident. Defendant told Deputy Landmark that
she and her husband had been arguing both the day before and the
day of the shooting. Everett had been away from the house for a
while on 26 November. When he returned, he and defendant began
arguing because Everett thought defendant had been to meet another
man the day before. Defendant also told Deputy Landmark that her
husband had pushed her and said, "b----, I'll kill you." Defendant
said she told Everett he needed to leave. He refused to do so and
told defendant she needed to leave. Defendant grabbed a gun and
told Everett to "back up off [her]." Defendant told Deputy
Landmark that Everett "kept coming towards [her] and she just
shot." Deputy Landmark further testified that defendant told him
Everett had said something about defendant wanting to play with
guns and indicated that Everett was going to get a gun. Defendant
also told Deputy Landmark that Everett grabbed her throat and kept
telling her he was going to kill her and that he should have done
so before.
Defendant testified that she and Everett were married on 3December 1986. The early years of their marriage were problematic
because defendant had a job in the printing industry and Everett
was not comfortable with defendant "working with a lot of
gentlemen." Arguments between Everett and defendant "turned
physical a lot." However, defendant did not call police until a
particular argument in 1990 which occurred when defendant failed to
meet Everett after work. Defendant had left work with her father,
but Everett assumed she had left with someone else and was very
upset. Defendant testified that she called police because Everett
"had gotten physical. He had choked me. He had ripped my
[clothes]. He had slammed me around. He had tore the house up."
As a result of this incident, Everett was convicted of assault on
defendant.
Defendant testified that during the early years of her
marriage to Everett (early nineties), there were periods of time
when they would separate from one another. Usually defendant would
be the one to leave, but after the birth of their child, Everett
would leave the home. Defendant testified that these periods of
separation happened five to seven times a year and lasted "a couple
of days to a couple of weeks or so."
In June 1998, another serious altercation occurred between
defendant and Everett. Defendant decided to help a friend move
even though Everett disapproved. While defendant was moving an
aquarium, Everett "came at [her.]"
He grabbed me. He started ripping my
clothes off. He was raging about how he was
going to kill me. He was going to kill me.
He threw me through the screen door. He
started choking me, banging me on the wall.
. . . .
I was trying to get away from him. I was
on the porch. We were on the porch when he
was strangling me, and at that time there
wasn't a bannister, a railing, and I leaned
back and I guess my body weight just carried
me off of his hand and I fell into the yard,
and I believe that's when my friend [got] in
between us.
As a result, defendant obtained a restraining order to protect
herself from Everett. The couple again separated for a few months
and Everett went to counseling. Defendant and Everett reunited in
an attempt to keep their family together.
Defendant testified that in 2000, Everett's temper worsened
and she and Everett were arguing "[v]ery frequently." One night in
September, Everett accused defendant of "fooling around with
somebody" and that night defendant slept on the couch. Defendant
testified that she woke up during the night and Everett was holding
a gun in her face saying that he should kill her. After defendant
told Everett the gun might explode because it had never been
cleaned, Everett put the gun down and unloaded it. The next
morning defendant and her daughter moved to defendant's mother's
house for about three weeks.
Defendant testified that on 25 November 2000, she and Everett
argued because defendant had not yet brought back all of her things
from her mother's house, and because of this, Everett thought
defendant was planning to leave him. Defendant and Everett spent
that day apart. Around 5:00 p.m., defendant returned home with
their daughter and the argument between Everett and defendant
resumed. That evening, Everett took their daughter to a movie. Upon returning home from the movie, Everett again started arguing
with defendant and continued to argue with her throughout the
evening.
On the morning of 26 November 2000, the argument resumed and
Everett told defendant "he should have finished [her] off when he
had a chance to." When Everett returned that evening, he inquired
as to whether defendant had retrieved her things from her mother's
house. Defendant responded that she had not gotten all of her
things, and an argument ensued. Defendant told Everett that one of
them needed to leave. Defendant announced that she was leaving and
attempted to get up from the couch to get their daughter from the
back bedroom. Defendant testified that Everett "pushed [her] back
down. He had his __ he never choked me, but he had his arm __ his
hand on my neck, push[ed] me down, and [had] his knee kind of in my
shoulder." Everett told defendant "[t]hat the only way [she] was
leaving [was] if somebody took [her] out, out on a stretcher."
Defendant thought Everett was going to kill her.
Defendant testified that Everett was "different that night" in
that "[h]e wasn't raging and ranting like he usually did. He
wasn't trying to tear things up. He was just cold, very cold and
calm and very direct when he said what he said." Everett
eventually got off defendant and went into the kitchen. Defendant
grabbed the gun from a living room table because she "wanted him to
stay off of [her]." As Everett walked towards the kitchen, he said
to defendant, "you want to play with guns now?" He then said,
"I'll go get mine and kill everything in here." Defendant told
Everett she wanted to leave and "wanted him to stay away from[her]" but he "started coming towards [her]." Defendant testified
that she told him to stop and when he continued coming towards her,
she fired a shot towards the window to scare him. Defendant
testified that Everett still did not stop and she fired the gun
when "[h]e was right on top of [her]." Defendant testified that
Everett said nothing as he came towards her. She further testified
to the events by saying, "[i]t's like I didn't even hit him. I
thought maybe that I had missed him, because I thought it would
throw him back and it didn't. He just kept walking and he turned
to go down the hallway." Defendant continued to fire the gun
because she "thought he was going to get the other gun."
We first note
defendant has failed to present an argument in
support of assignments of error numbers one and two and they are
deemed abandoned pursuant to N.C.R. App. P. 28(b)(6).
I.
[1] Defendant first argues that the trial court erred when it
refused her specific request to instruct the jury that defendant
had no duty to retreat in her own home. During the charge
conference, defendant specifically requested an instruction that
defendant had no duty to retreat. The trial court did instruct on
self-defense but denied defendant's specific request, stating that
"I don't see where retreat fits in this one, so I'm not going to
give it, because I don't see where there was any retreat."
Defendant's counsel persisted by saying, "I think, and I don't know
if the State would argue this, but if they argue, you know, that
she could have left as opposed to do[ing] what she did, then I
think it's incumbent that the jury know that she didn't have to dothat." The trial court responded by saying, "I don't believe
they're going to argue that she should have retreated. That's not
their theory." The trial court concluded that the instruction
would not be given but stated, "[w]ell, if they argue some form of
retreat, I'll have to give it."
The issue is whether defendant was entitled to a jury
instruction informing the jury of the law relating to the right not
to retreat when a party is attacked on one's own premises. "Where
the defendant's or the State's evidence when viewed in the light
most favorable to the defendant discloses facts which are 'legally
sufficient' to constitute a defense to the charged crime, the trial
court must instruct the jury on the defense.'" State v. Marshall,
105 N.C. App. 518, 522, 414 S.E.2d 95, 97, disc. review denied, 332
N.C. 150, 419 S.E.2d 576 (1992) (quoting State v. Clark, 324 N.C.
146, 161, 377 S.E.2d 54, 63 (1989)). "If an instruction is
required, it must be comprehensive." State v. Brown, 117 N.C. App.
239, 241, 450 S.E.2d 538, 540 (1994), cert. denied, 339 N.C. 616,
454 S.E.2d 259; 340 N.C. 115, 456 S.E.2d 320 (1995). See State v.
Graves, 18 N.C. App. 177, 181, 196 S.E.2d 582, 585 (1973) (the
trial court should "fully, correctly, and explicitly instruct").
In the case before us, the trial court instructed the jury on
self-defense. However, defendant argues that the facts of this
case mandated a comprehensive self-defense instruction, including
language regarding her right not to retreat. For the reasons
stated below, we agree.
Our Court stated in State v. Allen, 141 N.C. App. 610, 618-19,
541 S.E.2d 490, 497 (2000), disc. review denied, 353 N.C. 382, 547S.E.2d 816 (2001), that
[t]he general rules of self-defense allow
a defendant to use the amount of force
"necessary or apparently necessary to save
himself from death or great bodily harm."
State v. Pearson, 288 N.C. 34, 39, 215 S.E.2d
598, 602 (1975). When confronted with an
assault that does not threaten the person
assaulted with death or great bodily harm, a
party claiming self-defense is required to
retreat "if there is any way of escape open to
him, although he is permitted to repel force
by force and give blow for blow." Id. at 39,
215 S.E.2d at 602-03. There is no duty to
retreat when (1) the person assaulted is
confronted with an assault that threatens
death or great bodily harm or (2) the person
assaulted is not confronted with an assault
that threatens death or great bodily harm and
the assault occurs in the dwelling, place of
business, or premises of the person assaulted,
provided the person assaulted is free from
fault in bringing on the difficulty. Id. at
39-40, 215 S.E.2d at 603.
In addition, "a person is not obliged to retreat when he is
assaulted while in his dwelling house or within the curtilage
thereof, whether the assailant be an intruder or another lawful
occupant of the premises." State v. Browning, 28 N.C. App. 376,
379, 221 S.E.2d 375, 377 (1976) (the defendant killed his brother
in the backyard of their mother's home where both resided); see
also Brown, 117 N.C. App. 239, 450 S.E.2d 538 (wife killed her
husband in their home and wife was entitled to an instruction that
she had no duty to retreat).
"Where there is evidence that defendant was on
his own premises when he was assaulted, or
that a felonious assault was being made upon a
defendant without fault on his part, it is
error for the court to fail to submit the
question and to charge upon defendant's right
to stand his ground without retreating."
Browning, 28 N.C. App. at 380, 221 S.E.2d at 378 (quoting 4 Strong,N.C. Index 2d, Homicide, § 28, pp. 248-49 (1968)).
In the case before us, the evidence shows that the argument
and altercation that occurred between Everett and defendant began
when Everett returned home and asked defendant if she had brought
all of her things back from her mother's house. Everett and
defendant began to argue and Everett pushed defendant down onto the
couch after she announced she was leaving. Everett held defendant
down by placing his hand on her neck and his knee in her shoulder.
As Everett was restraining defendant, he told her that the only way
she would leave the house would be on a stretcher. Everett got up
and went into the kitchen. Defendant grabbed the gun in order to
keep Everett off of her. Defendant walked towards the kitchen and
Everett threatened to go get his gun and "kill everything in here."
Defendant fired the gun only after Everett started coming towards
her. She initially fired a warning shot but Everett continued in
her direction. She then shot him several times as he was going
down the hallway because she feared he was going to get the other
gun.
Our analysis is guided by Brown, 117 N.C. App. 239, 450 S.E.2d
538. In that case, the defendant wife was sentenced to prison for
stabbing and killing her husband during an argument. Our Court
ordered a new trial based on the fact that the defendant was
entitled to an instruction that she had no duty to retreat. Brown,
117 N.C. App. at 242, 450 S.E.2d at 541. As in the case before us,
the trial court did instruct on self-defense but failed to include
the portion relating to no duty to retreat. Brown, 117 N.C. App.
at 241, 450 S.E.2d at 540. In Brown, the defendant's husband had assaulted her on at
least two prior occasions and on the day of the killing, the
defendant tried to leave the home when the parties began to argue.
Brown, 117 N.C. App. at 240, 450 S.E.2d at 540. The defendant's
husband grabbed her to prevent her from leaving and the defendant
fell to the ground. Her husband then verbally abused her, produced
a small knife, and slapped her to the floor as she attempted to
leave a second time. He pinned her against the stove and began to
choke her; the defendant grabbed a knife and stabbed her husband in
the chest. Id.
The facts of the case before us are similar to Brown. Both
cases involved a husband and wife with a history of domestic
problems. In each case, the killing occurred in the marital home
only after the wife attempted to leave the residence. Although the
fight between the parties in Brown appears to have been more
physical than the altercation in the case before us, the same
result is mandated by the rule stated in Allen. Under that rule,
even if the assault does not threaten death or great bodily harm,
there is no duty to retreat if the assault occurs in one's home.
Allen, 141 N.C. App. at 619, 541 S.E.2d at 497. Thus, even though
Everett did not have a weapon and was not physically touching
defendant at the time of the shooting, Everett had verbally
threatened to "go get [his gun] and kill everything in [the house]"
and had begun coming towards defendant. At that point, defendant
believed Everett was going to get his gun. This is sufficient to
conclude that defendant was being attacked in her own home. A
final similarity between Brown and the case before us is the timingof the killings. The defendant in Brown did not stab her husband
until the threat of death was imminent. Similarly, defendant in
the case before us did not fire the gun until Everett began coming
towards her and defendant thought Everett was on his way to
retrieve the other gun. The similarities in these two cases
warrant the same instruction that the women had no duty to retreat.
The evidence in the case before us is legally sufficient to
support a conclusion that defendant was attacked by her husband in
her own home and that she was not at fault. Thus defendant, as
requested by her at the charge conference, was entitled to a jury
instruction which related to the jury a defendant's right not to
retreat; it was error for the trial court to fail to so instruct.
Accordingly, defendant is entitled to a new trial.
Furthermore, we credit the trial court with correctly noting
at the charge conference that the no duty to retreat instruction
should be given if the State did in fact argue that defendant
should have retreated. In closing argument, the State insinuated
that defendant had a duty to leave by saying,
What were the options she had at that
point? In that house she could have walked
out the front door. If she really felt
frightened of him, she could have walked out
the front door. She was the one who drove the
family car. She had her gun with her. She
could not have been threatened. She could
have left.
Because the State did argue retreat, the instruction was warranted
and should have been given. Defendant is entitled to a new trial.
II.
Defendant next argues that the trial court erred by allowing
the State, during closing argument, to contend that defendant andher attorney had concocted defendant's testimony. In light of our
decision on the first issue and the fact that this same scenario is
not likely to reoccur at retrial, we need not address this issue.
III.
[2] Defendant finally argues that the trial court erred by
allowing the State to use hypothetical statements to impeach
defendant and to argue the substance of those statements during
closing argument. During
voir dire, the State indicated that it
might call the Everetts' daughter to testify. However, the State
rested its case without ever calling the daughter to the stand.
Rather, the State asked defendant numerous questions on cross-
examination that implied the substance of what her daughter's
testimony would have been had the daughter testified. The State
essentially provided defendant with hypothetical statements by her
daughter, followed by a question to defendant as to whether or not
her daughter was being truthful. For example, one exchange between
the State and defendant included the following:
Q When [the daughter] came into the kitchen,
where were you standing?
A I probably was in the living room.
Q Where was Michael [Everett]?
A In the door by the Christmas tree.
Q Okay. If she __ if [the daughter] were to
say he was standing by the sink would that be
correct?
A I don't recall exactly where [the daughter
saw] Michael at.
. . . .
Q At any point did he go towards the sink?
Was __ Michael was towards the sink was __[the daughter] . . . in the room.
A I'm not sure.
Q If [the daughter] were to say that, would
that be true or not, to the best of your
recollection?
A If that's what she saw, then it was true
for her. I couldn't say that.
Q Okay. You don't think she would have any
reason to say anything different about it, do
you, about where her daddy was?
A No, she wouldn't have any reason to say
that.
The State used a similar method of questioning concerning when the
daughter heard gunshots and what parts of the argument between her
parents she overheard.
The State contends that these questions were used solely for
the purpose of impeaching defendant's testimony and not as
evidence. Thus, the State argues it was not error for these
questions to be admitted. However, in addition to attempting to
impeach defendant with these statements, the State also referenced
these exchanges during closing argument. For example, the State
said, "[w]e know that [the daughter] has seen [Everett] standing
beside the sink, washing his hands, or at least [defendant] didn't
deny it. But I was not going to let [defendant] force me to call
[the daughter]." In addition, the State explained the reason for
not calling the daughter as a witness:
I told you before and I told you during
jury selection that we were __ might have to
call a child. I made a decision that we were
not going to call that child. She's been
through enough, and you're just going to have
to piece together through little questions I
was able to ask. But I'm not going to do it
and if you hold that against us, you can justsay not guilty, but I'm not going to call her
back up here. I think she's been through
enough.
These remarks by the State make it clear that the State wanted the
jury to consider these hypothetical statements as if they were the
testimony of the daughter. The State clearly intended that the
statements be used for more than merely impeaching defendant's
credibility.
A similar line of questioning was pursued in
State v.
Robinson, 355 N.C. 320, 561 S.E.2d 245,
cert. denied,
537 U.S.
1006, 154 L. Ed. 2d 404 (2002). In
Robinson,
the defense counsel
asked a witness the following question: "But, if he [the
detective] testified that you told him that, he would be telling
the truth, wouldn't he, Ms. Baker?"
Robinson,
355 N.C. at 334, 561
S.E.2d at 254.
The trial court sustained the objection to this
question and another similar question. Our Supreme Court held
that, "[i]n both instances, defendant sought to have the witnesses
vouch for the veracity of another witness. This form of
questioning is not proper."
Robinson, 355 N.C.
at 334, 561 S.E.2d
at 255.
Similarly, we do not condone this line of questioning and the
subsequent remarks in the State's closing argument. However, our
grant of a new trial is based on the trial court's refusal to
instruct the jury that defendant had no duty to retreat. For the
reasons stated, the judgment is vacated and the case is remanded
for a new trial in accord with this opinion.
New trial.
Judges HUDSON and CALABRIA concur.
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