Commonwealth v. Ortega
Commonwealth v. Ortega
Opinion
**603 A Superior Court jury convicted the defendant, George Ortega, of murder in the first degree on the theory of deliberate premeditation for the shooting death of Steven Fuentes on May 24, 2012. 1 , 2 The shooting was precipitated by a drug turf war. After the close of all the evidence, the defendant requested that the jury be instructed on self-defense and voluntary manslaughter. The request was denied, and the jury were instructed as **604 to the prerequisites for a guilty finding of murder in the first degree and murder in the second degree.
On appeal, the defendant argues that the judge abused her discretion by declining to require the prosecutor to explain his peremptory challenge to a female African-American member of the venire. The defendant also argues that the judge erred by declining to instruct the jury on self-defense and voluntary manslaughter. For the reasons discussed below, we conclude that the judge erred by declining to require an explanation for the prosecutor's peremptory challenge. We also conclude that the judge erred in declining to give the defendant's requested jury instructions on self-defense and voluntary manslaughter. Accordingly, we vacate the defendant's convictions.
1.
Peremptory challenge of juror no. 78
. a.
Background
.
3
The defendant contends that the judge abused her discretion by declining to require the prosecutor to provide an adequate and genuine race-neutral reason for his peremptory challenge to juror no. 78, a female African-American
*678
member of the venire. See
Commonwealth
v.
Lopes
,
After directing a series of questions to the jury venire as a group and through a written questionnaire, the judge conducted an individual voir dire of the prospective jurors. The judge then allowed counsel the opportunity to question the prospective jurors, and the judge required counsel to raise any peremptory challenge to a prospective juror immediately after the judge completed her questioning.
The defendant raised his first race-based Soares challenge when he objected to the prosecutor's use of his second peremptory challenge to strike juror no. 26, a male African-American member of the venire. The judge determined that the defendant had made a prima facie showing of improper use of the peremptory **605 strike, and required the prosecutor to provide an adequate gender- and race-neutral reason for his decision to strike. The judge initially denied the prosecutor's request to strike juror no. 26, explaining that the prosecutor's proffered explanation-concerns related to juror no. 26's health-were inadequate. The prosecutor later sought to exercise his second peremptory challenge to strike juror no. 26 based on that juror's failure to accurately disclose his criminal history on his jury questionnaire. 5 The judge allowed the prosecutor's request, and juror no. 51, a male African-American member of the venire, replaced juror no. 26 without objection. 6
The defendant asserted his next race-based Soares challenge to the prosecutor's fifth peremptory challenge to strike juror no. 78, a female African-American member of the venire. At that point, one female African-American had been seated, and the prosecutor had used two of his four peremptory strikes against male African-American prospective jurors. Although the judge had already found a Soares pattern of excluding prospective African-American jurors because of race, the judge found that the defendant had not met his prima facie burden, explaining that there was already one "female of color on th[e] jury."
b. Discussion . "The use of peremptory challenges to exclude prospective jurors solely because of bias presumed to derive from their membership in discrete community groups is prohibited both by art. 12 [of the Massachusetts Declaration of Rights], see [
*679
Soares
,
"A challenge to a peremptory strike, whether framed under State or Federal law, is evaluated using a burden-shifting analysis."
Commonwealth
v.
Jones
,
Establishing a prima facie case of discrimination "is not an onerous task."
Jones
,
Similar to the judge's decision in the case underlying
*680
Jones
,
2.
Failure to instruct on self-defense and voluntary manslaughter
. a.
Background
. The defendant argues that the judge erred in declining to give his tendered jury instructions on self-defense and voluntary manslaughter. Although the jury heard conflicting testimony from various witnesses, we view the evidence in the light most favorable to the defendant to determine if any view of the evidence would support jury instructions on self-defense and voluntary manslaughter. See
Commonwealth
v.
Little
,
On the afternoon of May 24, 2012, the victim confronted the defendant regarding the defendant's drug dealing activities on Leyland Street in the Roxbury section of Boston, which the victim regarded as part of his drug territory. The victim was angry that the defendant was selling drugs in his territory and accused the defendant of "trying to take all the money." During that confrontation, the victim told the defendant that he did not want the defendant coming around Leyland Street, called the defendant a "snitch," and punched him. In response, the defendant reached toward his waist-a gesture arguably understood to mean that person was carrying a firearm-before leaving Leyland Street without further confrontation.
Later that evening, the defendant returned to Leyland Street. The victim approached the defendant, who was standing on the street in front of 23 Leyland Street, and an argument ensued. As the argument escalated, the men began to gesture toward one another as if they were going to fight "up and up" (i.e., without weapons).
The testimony about what happened in the moments prior to the shooting, as with much of the testimony, is in conflict. Viewing the evidence in the light most favorable to the defendant, as we must for this analysis, the jury could have reasonably found as follows. The defendant told a man who had appeared beside him in the street to "look out" for individuals standing on the stairs of the two nearest row houses. Around that same time, the victim's brother **609 departed from one of the row houses and stood on the front steps of 23 Leyland Street; he was holding something in his left hand and had another object tucked into the waist band of his shorts. The victim then moved back toward the row houses and walked away from the crowd toward the area between 19 and 23 Leyland. The victim returned moments later and called out, "It's jammed," after which the defendant started jogging backwards and shooting in the direction of the victim. Somewhere between six and ten gunshots rang out, mostly from the direction of the defendant. The initial shots sounded like they were being fired from the center of the street, followed by a number of shots fired from the entryway of 23 Leyland Street. The victim's brother was standing in the entryway at the time of shooting. The victim was struck with a bullet that entered his lower back and passed through his left lung before leaving through his shoulder.
After being shot, the victim ran toward 19 Leyland Street, where he collapsed on the front steps and died from the gunshot wound to his lower back.
At the scene of the shooting, the police recovered one spent .22 caliber shell casing from the sidewalk in front of 23 Leyland Street and five spent .45 caliber shell casings from the middle of the street. The police also recovered one spent projectile from the victim's body. After analyzing the .45 caliber shell casings and the bullet recovered from victim's body during autopsy, a ballistician with the Boston police department concluded that the same .45 caliber weapon discharged both the shell casings and the bullet. The ballistician further concluded that the shell casing recovered from the sidewalk in front of 23 Leyland was fired from a .22 caliber long rifle.
b. Discussion . The evidentiary threshold for a defendant seeking an instruction on self-defense is low, as it is the Commonwealth's burden to prove that the defendant did not act in proper self-defense once the issue is raised.
*682
Commonwealth
v.
Pike
,
When deadly force is used, such as in this case, a defendant is entitled to an instruction on self-defense where there is evidence "permit[ting] at least a reasonable doubt" that the defendant "reasonably and actually believed that he was in 'imminent danger of death or serious bodily harm,' "
Pike
,
Here, the trial evidence by no means compelled a conclusion that the defendant acted in self-defense, but if the testimony from several witnesses who testified favorably to the defendant were deemed credible, a rational jury could find that the Commonwealth failed to prove beyond a reasonable doubt that the defendant did not shoot the victim in self-defense. Specifically, there was testimony from which the jury could infer that the victim not only escalated the confrontation by displaying a gun, but also tried to shoot the defendant before the victim himself was shot. This evidence, considered in combination with testimony concerning the confrontation between the victim and the defendant earlier that day, would be sufficient to permit a rational jury to find a reasonable doubt whether the defendant had a reasonable and actual belief that he was in imminent danger of being killed or seriously injured. See
**611
Commonwealth
v.
Harris
,
There is also sufficient evidence, resolving all inferences in favor of the defendant, from which a reasonable jury could find that the Commonwealth failed to prove beyond a reasonable doubt that the defendant was the first to threaten deadly force and that he did not avail himself of all proper means to avoid physical combat before resorting to the use of deadly force. Self-defense is generally unavailable where the confrontation occurs on a public street and "where 'there is no evidence that the principal was not able to walk away.' "
Commonwealth
v.
Avila
,
We reach the same conclusion with respect to an instruction on the mitigating circumstance of excessive force in self-defense. In a deadly force case, if the Commonwealth fails to disprove all the elements of self-defense except the element
*684
of reasonableness of the force used, then the jury may not return a verdict of murder, but must find the defendant guilty of voluntary manslaughter. See
Commonwealth
v.
Grassie
,
3. Conclusion . The defendant's convictions are vacated and set aside. The case is remanded to the Superior Court for further proceedings consistent with this opinion.
So ordered .
The defendant was also convicted of carrying a firearm without a license.
A codefendant, Anthony King Solomon, was acquitted of murder in the first degree, as a participant in a joint venture, and of carrying a firearm without a license.
This section provides information relevant to the peremptory challenge issue. Further factual details are recited in the context of the alleged errors about which the defendant complains.
The defendant also argues that the judge erred in declining to allow his exercise of a peremptory strike to juror no. 105, a Caucasian member of the venire who is an accountant. See
Commonwealth
v.
Prunty
,
In
Commonwealth
v.
Cousin
,
Similar to juror no. 26, juror no. 51's CORI records indicated that he had failed to disclose his criminal history on his jury questionnaire. The judge allowed the prosecutor's subsequent request to exercise his fourth peremptory strike to excuse juror no. 51.
"This list of factors is neither mandatory nor exhaustive; a trial judge and a reviewing court must consider 'all relevant circumstances' for each challenged strike."
Commonwealth
v.
Jones
,
The Commonwealth argues that, at the time of the prosecutor's peremptory challenge to strike juror no. 78, two of the six seated jurors "were women of color." We have previously noted that "[t]he test in
Soares
and
Batson
does not apply to challenges to members of all minority ethnic or racial groups lumped together, but instead applies to challenges to 'particular, defined groupings in the community.' "
Prunty
,
Where a judge has already found a prima facie showing of excluding prospective jurors based on race, gender, or membership in some other protected class, the judge should carefully scrutinize subsequent challenges to the use of peremptory strikes as to another juror in the same protected class. "[W]here a judge abuses his or her discretion by failing to find a prima facie case, the error is unlikely to be harmless."
Commonwealth
v.
Issa
,
Although our conclusion above is dispositive and requires reversal, we discuss the issues raised by the defendant that may arise at a new trial.
The defendant did not lose his right to a self-defense instruction when he asserted a misidentification defense. If the defendant requests, and the evidence supports, an instruction on self-defense, the Commonwealth must prove its absence beyond a reasonable doubt, and the judge must give a requested self-defense instruction, even when the defendant asserts a misidentification defense. See
Commonwealth
v.
Thomas
,
Generally, determination whether a defendant has availed himself or herself of "all reasonable means to avoid physical combat before resorting to the use of deadly force depends on all of the circumstances, including the relative physical capabilities of the combatants, the weapons used, the availability of room to maneuver or escape from the area, and the location of the assault." Model Jury Instructions on Homicide 30 (2018). See
Commonwealth
v.
Pike
,
To the extent that the jury heard conflicting testimony regarding whether the victim had turned away from the defendant before the defendant started shooting, the decision whether to accept or reject that testimony was a question for the jury. See
Commonwealth
v.
Santos
,
The defendant does not argue on appeal that he was entitled to jury instructions on voluntary manslaughter based on reasonable provocation or heat of passion caused by sudden combat. Because issues and evidence relevant to these instructions may or may not arise in the same way at the retrial, we do not consider whether the jury should have been instructed on these theories.
Reference
- Full Case Name
- COMMONWEALTH v. George ORTEGA.
- Cited By
- 9 cases
- Status
- Published