[Cite as State v. Petway,

.]

IN THE COURT OF APPEALS

ELEVENTH APPELLATE DISTRICT

LAKE COUNTY, OHIO

STATE OF OHIO, : OPINION

Plaintiff-Appellee, : CASE NO. 2019-L-124 - vs - :

DERRICK J. PETWAY, :

Defendant-Appellant. :

Criminal Appeal from the Willoughby Municipal Court, Case No 19 CRB 01616.

Judgment: Affirmed.

Richard J. Perez, City of Willoughby Prosecutor, and Leslie S. Johns, 4230 State Route 306, Suite 240, Willoughby, Ohio 44094 (For Plaintiff-Appellee).

Andrew Schriver, Schriver Law, Ltd., 2711 W. 14th Street, #32, Cleveland, Ohio 44113 (For Defendant-Appellant).

MARY JANE TRAPP, J.

{¶1} Appellant, Derrick Petway (“Mr. Petway”), appeals the judgment of

conviction and sentence from the Willoughby Municipal Court following a jury trial in which

he was found guilty of assault, a misdemeanor of the first degree, in violation of R.C.

2903.13(A).

{¶2} Mr. Petway argues that the trial court committed prejudicial error in denying

his request for a jury instruction on self-defense. The issue on appeal is whether a video recording presented at trial that depicts Mr. Petway’s alleged assault “tends to support”

that he used the force in self-defense under the amended version of R.C. 2901.05(B)(1).

{¶3} After a careful review of the record and pertinent law, we find that the video

recording does not “tend to support” that Mr. Petway used the force in self-defense. The

video demonstrates that Mr. Petway was at fault in creating the situation giving rise to the

physical altercation. Accordingly, we find that the trial court did not abuse its discretion

in denying Mr. Petway’s request to instruct the jury on self-defense.

{¶4} Thus, we affirm the judgment of the Willoughby Municipal Court.

Substantive and Procedural History

{¶5} This matter involves a physical altercation between Mr. Petway and

Seronne Morris (“Ms. Morris”) that occurred on June 9, 2019 in the parking lot of Signature

Health located in Willoughby, Ohio.

The Alleged Assault

{¶6} On the date of the alleged assault, Ms. Morris had been working for ten

hours at her job of installing siding. A friend dropped her off at Signature Health, where

her fiancé, Jennifer Keller (“Ms. Keller”), had an appointment. Ms. Morris and Ms. Keller

met in the lobby, left the facility, and walked to their shared vehicle located in the parking

lot. A video camera was recording the parking lot area.

{¶7} Ms. Morris sat in the passenger seat of the vehicle to rest, keeping her door

open because the motorized window did not operate. Another vehicle was parked

adjacent to her open door. Ms. Keller was standing outside the front of the vehicle on the

driver’s side while texting on her cell phone.

{¶8} The video recording, which does not contain audio, shows Mr. Petway enter

the parking lot and walk toward the passenger side of Ms. Morris’s vehicle. He closes the

2 passenger door slightly to walk around it and stands in close proximity to where Ms. Morris

is seated. Mr. Petway appears to confront Ms. Morris, wave his arms, and reach inside

the vehicle.

{¶9} Ms. Morris testified that Mr. Petway began loudly screaming “Where the f***

is my money, bitch?” According to Ms. Morris, Mr. Petway had previously given her $30

to purchase a Roku or Fire Stick device for him. Because of her work schedule and

procrastination, she did not obtain the device and eventually forgot about the money.

Both Gregory Bort (“Mr. Bort”), a cab driver who witnessed the incident, and Ms. Keller

testified that Mr. Petway was angrily demanding money from Ms. Morris.

{¶10} Ms. Morris also testified that Mr. Petway bent into her car, forcefully

touching her shoulder and leg. Ms. Keller testified that Ms. Morris requested several

times that Mr. Petway remove himself from her space.

{¶11} The video shows Ms. Morris exit her vehicle and shove Mr. Petway. Ms.

Morris testified that she did so to get him out of the way and told him to calm down.

{¶12} After exiting, Ms. Morris was surrounded by her vehicle on her right side,

the adjacent vehicle on her left side, the open passenger door behind her, and Mr. Petway

standing directly in front of her. Ms. Morris testified that there was no escaping the

situation because she was blocked in by her own door.

{¶13} The argument escalated into a physical altercation, with both parties

attempting blows. According to Ms. Morris, Mr. Petway kept his body against hers,

pushing her with his hands, until the shoving became a “swinging match.”

{¶14} The video shows Mr. Petway strike Ms. Morris in the face, causing her to hit

her vehicle and fall to the ground. Ms. Morris testified that she lost consciousness and

hit her face and shoulder on the vehicle before hitting the ground.

3 {¶15} The video also shows Mr. Petway standing over Ms. Morris and continuing

to strike at her while she is lying on her back on the ground and kicking at him. Ms. Morris

testified that she regained consciousness while lying on her back and discovered Mr.

Petway on top of her, attempting to attack her, so she tried to kick him. Ms. Morris gets

up, grabs Mr. Petway, and throws him to the ground.

{¶16} Ms. Morris testified that she kicked his glasses and picked up her own

glasses, both of which had been lying on the ground.

{¶17} Ms. Morris walked around the vicinity for a few minutes and eventually

entered the Signature Health facility. A video camera was also recording the lobby of

Signature Health.

{¶18} The police arrived shortly thereafter. Officer Jackson Hyams (“Officer

Hyams”), a police officer with the city of Willoughby, interviewed the parties and witnesses

and took photographs. He examined Mr. Petway for injuries and did not observe any. He

observed injuries on Ms. Morris, consisting of a laceration on her right cheek and the right

side of her back and redness and swelling on her left cheek.

{¶19} Officer Hyams arrested Mr. Petway and transported him to the police

station. According to Officer Hyams, Mr. Petway remarked, “I struck the bitch once.”

{¶20} Ms. Morris was taken to the hospital by ambulance. She testified that she

received a CAT scan and an x-ray and had sustained a concussion.

{¶21} In June 2019, a complaint was filed in the Willoughby Municipal Court

charging Mr. Petway with assault, a misdemeanor of the first degree, in violation of R.C.

2903.13(A). Mr. Petway pleaded not guilty. In August 2019, the matter proceeded to a

jury trial.

4 The State’s Case

{¶22} At trial, the state presented testimony from Mr. Bort, Ms. Keller, Ms. Morris,

and Officer Hyams. Mr. Petway’s trial counsel waived cross-examination of Ms. Morris.

{¶23} The state also presented the video recordings of the parties’ altercation and

of Ms. Morris inside the lobby of the facility following the incident and photographs of Ms.

Morris taken shortly after the incident.

Jury Instructions

{¶24} After the state rested, the defense requested a jury instruction on self-

defense based on the video recording of the incident. After hearing argument from trial

counsel and re-watching the video recording, the trial court determined that the evidence

did not warrant a jury instruction on self-defense.

{¶25} The trial court presented the parties with copies of the jury instructions, and

Mr. Petway’s trial counsel objected to the absence of a self-defense instruction. The trial

court stated as follows:

{¶26} “Well, as I stated in my earlier ruling, based on the plain language of the

statute as amended on March 28, 2019, the statute requires the court to make – to make

a preliminary evidentiary ruling as to whether evidence that has been presented at trial

has – tends to – I’m quoting, tends to support that the accused person used force in self-

defense. There have been – there has not been any testimony via live witnesses that

would support that. All that is at issue and for the Court to make that determination is a

video. I have viewed the video of the parking lot and I do not see any evidence that tends

to support the position of self-defense. So absent any other evidence present from any

witness, from any party – I also want to point out that the self-defense argument, if that

was going to be raised, it was not brought out through any cross-examination of any of

5 the State’s witnesses, so there is nothing else before the Court to consider in terms of

whether or not the evidence tends to support this instruction.

{¶27} “So based on those reasons, I do find that no evidence has been presented

to support that contention. So the objection is noted. It’s preserved for the record, and

we will move on.”

Jury Question

{¶28} During its deliberations, the jury presented a written question to the trial

court that stated, “Is it necessary to determine who threw the first punch or is the incident

‘as a whole’ as to whether an assault occurred under the eyes of the law.” After conferring

with counsel, the trial court issued a written response that stated, “You have received all

the evidence in this case. The Court has provided you with the applicable law. Please

continue with your deliberations.”

Verdict and Sentencing

{¶29} The jury subsequently returned a verdict of guilty. The matter was deferred

for the preparation of a presentence report and a victim impact statement. The trial court

issued a judgment entry memorializing the guilty verdict and scheduling the matter for

sentencing.

{¶30} At the sentencing hearing, the trial court ordered Mr. Petway to pay a fine

of $100 and court costs and imposed 180 days in jail with 110 days suspended, for a total

of 70 days in jail, with credit for 16 days already served.

{¶31} The trial court filed a judgment entry regarding Mr. Petway’s sentence,

which consisted of a preprinted form with handwritten notations. Mr. Petway filed a notice

of appeal with this court in State v. Petway, 11th Dist. Lake No. 2019-L-090.

6 {¶32} This court issued an order for the parties to show cause why the appeal

should not be dismissed for lack of a final appealable order. Mr. Petway subsequently

filed a motion to dismiss his appeal, which this court granted.

{¶33} The trial court issued a “judgment entry of sentence (nunc pro tunc)” that

memorialized Mr. Petway’s conviction and sentence. Mr. Petway filed a timely notice of

appeal of this entry and presents the following sole assignment of error for our review:

{¶34} “The trial court committed prejudicial error in denying Petway’s request for

a jury instruction on self-defense based on its opinion that Petway had not shown

sufficient evidence of self-defense, in spite of the amended R.C. 2901.05 significantly

lowering the threshold for such evidence.”

Standard of Review

{¶35} In his sole assignment of error, Mr. Petway contends that the trial court

erred by denying his request for a jury instruction on self-defense.

{¶36} An appellate court reviews a trial court's refusal to give a requested jury

instruction for an abuse of discretion. State v. Adams,

, 2015-Ohio-

3954, ¶240. An abuse of discretion is the trial court’s “failure to exercise sound,

reasonable, and legal decision-making.” State v. Beechler, 2d Dist. Clark No. 09-CA-54,

, ¶62, quoting Black's Law Dictionary 11 (8th Ed.Rev. 2004).

{¶37} When an appellate court is reviewing a pure issue of law, the mere fact that

the reviewing court would decide the issue differently is enough to find error (although

harmless errors and errors not preserved for appellate review are not reversible). Id. at

¶67, fn. 2. By contrast, where the issue on review has been confided to the discretion of

the trial court, the mere fact that the reviewing court would have reached a different result

is not enough, without more, to find error. Id. at ¶67.

7 {¶38} This court has held that whether sufficient evidence has been presented to

raise an affirmative defense of self-defense is a question of law. State v. Sullivan, 11th

Dist. Lake Nos. 2019-L-143 & 2019-L-144,

.

Legal Standards

{¶39} We first set forth the applicable legal standards that govern when a trial

court is required to instruct the jury on self-defense.

Jury Instructions

{¶40} After arguments are completed, a trial court must fully and completely give

the jury all instructions which are relevant and necessary for the jury to weigh the evidence

and discharge its duty as the fact finder. State v. Comen,

(1990),

paragraph two of the syllabus (construing Crim.R. 30(A)). Requested jury instructions

should ordinarily be given if they are correct statements of law, if they are applicable to

the facts in the case, and if reasonable minds might reach the conclusion sought by the

requested instruction.

. The court may refuse to give an instruction as to

a matter which is not applicable to the facts governing the case. State v. Scott,

(1986).

Self-Defense

{¶41} The elements of a valid claim of self-defense are as follows: (1) the

defendant was not at fault in creating the situation giving rise to the affray; (2) the

defendant had a bona fide belief that he or she was in imminent danger of death or great

bodily harm and that his or her only means of escape from such danger was in the use of

such force; and (3) the defendant did not violate any duty to retreat or avoid the danger.

State v. Barnes,

(2002), citing State v. Robbins,

8 (1979), paragraph two of the syllabus; State v. Mogul, 11th Dist. Trumbull Nos. 97-T-0018

& 97-T-0067,

, *3 (May 15, 1998).

{¶42} The degree of force permitted depends upon what is reasonably necessary

to protect that individual from the imminent use of unlawful force. Mogul at *4, citing Akron

v. Dokes,

(9th Dist. 1986). In other words, one may use a

commensurate amount of force as the circumstances require to protect oneself against

an attack.

{¶43} In cases involving the use of nondeadly force, like the present case, there

is no requirement that a person retreat to avoid the danger, even if such retreat is

possible.

citing State v. Perez,

(10th Dist. 1991), and

Columbus v. Dawson,

(10th Dist. 1986). Since there is no duty

to retreat in a case involving nondeadly force, the two remaining elements of a valid self-

defense claim must be satisfied, to wit: the defendant was not at fault in creating the

situation, and the defendant had a genuine belief that he was in imminent danger of bodily

harm.

{¶44} Further, the elements of self-defense are cumulative, meaning that all of the

elements must be present to establish to self-defense. See State v. Jackson,

(1986).

Affirmative Defenses

{¶45} Self-defense is an affirmative defense. State v. Poole,

(1973); R.C. 2901.05(B)(1). Affirmative defenses are “certain justification(s) for

admitted conduct allowed to a defendant in a criminal case, provable for the most part

under the plea of not guilty.” (Citations omitted.)

. “[T]hey represent not a

mere denial or contradiction of evidence which the prosecution has offered as proof of an

9 essential element of the crime charged, but, rather, they represent a substantive or

independent matter which the defendant claims exempts him from liability even if it is

conceded that the facts claimed by the prosecution are true.” (Citations omitted.)

{¶46} The elements of the crime and the existence of self-defense are separate

issues. State v. Martin,

(1986), aff'd,

(1987). Self-

defense seeks to relieve the defendant from culpability rather than to negate an element

of the offense charged.

Burden of Proof

{¶47} Establishing an affirmative defense requires meeting the applicable burden

of proof. As this court has previously explained, the burden of proof encompasses two

different concepts: the burden of production and the burden of persuasion. Mogul at *4,

citing State v. Robinson,

(1976). The burden of production

requires a party come forward with or to produce sufficient evidence to make out a prima

facie case.

The burden of persuasion is the requirement that a party must convince

the trier of fact that a given assertion is supported by the quantum of evidence required

under law.

citing

.

{¶48} In Ohio, the burden of production for self-defense has consistently belonged

to the defendant. See

. However, the burden of persuasion on self-

defense has shifted back and forth over the years. See

.

{¶49} Most recently, the defendant had the burden of proving self-defense by a

preponderance of the evidence. See Mogul at *4. If the defendant failed to meet the

burden of producing sufficient evidence of self-defense during the course of the trial, then

the jury would not be instructed on the issue.

Under such a scenario, the jury would

also never be presented with the question of whether the defendant has proven every

10 element of self-defense by a preponderance of the evidence (i.e., the burden of

persuasion).

Burden of Production for Self-Defense

{¶50} The prior version of R.C. 2901.05(A) provided that “[t]he burden of going

forward with the evidence of an affirmative defense * * * is upon the accused.” In

construing the phrase “burden of going forward with the evidence, the Supreme Court of

Ohio held that “in order for the defendant to successfully raise an affirmative defense,

‘evidence of a nature and quality sufficient to raise the issue must be introduced, from

whatever source the evidence may come.’” State v. Melchior,

(1978), quoting

. According to the court “[e]vidence is sufficient where

a reasonable doubt of guilt has arisen based upon a claim of self-defense. * * * If the

evidence generates only a mere speculation or possible doubt, such evidence is

insufficient to raise the affirmative defense, and submission of the issue to the jury will be

unwarranted.”

{¶51} Thus, the court held that “[t]he proper standard for determining in a criminal

case whether a defendant has successfully raised an affirmative defense under R.C.

2901.05 is to inquire whether the defendant has introduced sufficient evidence which, if

believed, would raise a question in the minds of reasonable [jurors] concerning the

existence of such issue.”

at paragraph one of the syllabus. The court has also held

that a trial court must view the evidence in the light most favorable to the defendant.

.

{¶52} Since the elements of self-defense are cumulative, the defendant’s failure

to show legally sufficient evidence raising an issue on either element warranted the

refusal of a self-defense instruction. Henderickson v. Warden Lebanon Correctional Inst.,

11 S.D.Ohio No. 2:10-CV-1084,

, *10 (Nov. 2, 2011), citing

.

{¶53} On March 28, 2019, before the date of Mr. Petway’s alleged offense in June

2019, the amended version of R.C. 2901.05(B)(1) became effective, which states as

follows:

{¶54} “A person is allowed to act in self-defense, defense of another, or defense

of that person’s residence. If, at the trial of a person who is accused of an offense that

involved the person’s use of force against another, there is evidence presented that tends

to support that the accused person used the force in self-defense, defense of another, or

defense of that person’s residence, the prosecution must prove beyond a reasonable

doubt that the accused person did not use the force in self-defense, defense of another,

or defense of that person’s residence, as the case may be.” (Emphasis added.)

{¶55} Under the amended statute, the defendant retains the burden of production,

which is the burden of producing evidence “that tends to support” that the defendant used

the force in self-defense. The burden of persuasion has been shifted to the prosecution

to disprove at least one of the elements of self-defense beyond a reasonable doubt. State

v. Carney, 10th Dist. Franklin No. 19AP-402,

.

“Tends to Support”

{¶56} The issue in this case is whether the video recording of the incident

presented at trial “tends to support” that Mr. Petway used the force in self-defense,

requiring the trial court to instruct the jury on self-defense.

{¶57} The amended statute does not define the phrase “tends to support.” Both

parties suggest that the amended statute lowers a defendant’s burden of production on

self-defense.

12 {¶58} Mr. Petway asserts that the prior case law indicates that trial courts “should

generally err on the side of the defendant if there is a question as to the sufficiency or

quality of the evidence” and that “[t]here is nothing to suggest that the legislature sought

to make the question of sufficiency less favorable to the defendant * * *.” The state asserts

that although “the defendant’s burden may have been lowered, * * * the statute still

requires some evidence.” (Emphasis sic.)

{¶59} At the present time, the Fourth District Court of Appeals is the only Ohio

appellate court that has had an opportunity to interpret the phrase as used in the amended

statute. See State v. Tolle, 4th Dist. Adams No. 19CA1095,

, appeal not

accepted,

,

.

{¶60} In Tolle, the Fourth District concluded that “[p]laced in context, the phrase

‘tends to support’ does not connote that a new standard should apply to the determination

of whether a defendant is entitled to a self-defense instruction.” Id. at ¶24. It held that in

order for evidence to “tend to support” an affirmative defense of self-defense under R.C.

2901.05(B)(1), it must be sufficient to raise a question in the mind of a reasonable juror

of the existence of the issue of self-defense pursuant to the existing standard that the

Supreme Court of Ohio set forth in Melchior. Id.

{¶61} However, at least one commentator has suggested that the evidentiary

standard is lower under the amended statute. See Katz, Martin & Macke, Baldwin’s Ohio

Practice Criminal Law, Section 88:12 (3d Ed.Nov. 2019) (The amended statute “describes

the modicum of evidence necessary to trigger a self-defense instruction * * *. This ‘tends

13 to support’ language suggests that the amount of evidence necessary to trigger a self-

defense instruction is less than the test under State v. Rogers”).1

“Tends to Support” Construed

{¶62} In construing the phrase “tends to support” as used in the amended statute,

we note that R.C. 1.42 requires that “[w]ords and phrases shall be read in context and

construed according to the rules of grammar and common usage. Words and phrases

that have acquired a technical or particular meaning, whether by legislative definition or

otherwise, shall be construed accordingly.”

{¶63} The word “tend” is a legal term of art. For instance, the Supreme Court of

Ohio has used the phrase “tends to support” in other evidentiary contexts. See, e.g.,

State v. Kuchmak,

, 367 (1953) (holding that a trial court “may not charge

upon, and a defendant may not be found guilty of, a lesser offense, unless the evidence

tends to support each of the necessary elements of such offense”); State v. Economo,

(1996), syllabus (holding that “[s]light circumstances or evidence which

tends to support the victim’s testimony” constitutes sufficient corroborating evidence

required under R.C. 2907.06(B) to establish sexual imposition); State v. Maranda,

(1916), syllabus (“[T]here must be some evidence outside of a confession,

tending to establish the corpus delicti, before such confession is admissible”); Kent v.

State,

, 431 (1884) (“[W]here a party cross-examining a witness, desires

to call a witness to contradict him, the right to do so will, in general, be determined by the

1. In State v. Rogers,

(1975), the Supreme Court of Ohio determined that self-defense did not apply in the case because the record was “devoid of evidence that appellant, out of concern for his safety, intended to shoot the decedent * * * , or that the decedent committed an overt act by which appellant could reasonably, and in good faith, believe that he was in imminent danger of death or great bodily harm * * *.”

. We note that Rogers was decided prior to the court’s delineation of the sufficiency standard in Robinson and Melchior.

14 answer to the question, whether the matter offered in contradiction is in any way relevant

to the issue, or such as tends to show prejudice or interest, with respect to the cause or

the parties, on the part of the witness sought to be contradicted”). (Emphasis added

throughout.)

{¶64} The legislature has used similar phrases in other sections of the Ohio

Revised Code relating to evidence. See, e.g., R.C. 2111.141 (“In order to verify the

accuracy of an inventory, the court may order a guardian to provide any additional

evidence that may tend to prove” possession of or knowledge of other assets); R.C.

2151.44 (the juvenile judge may order a complaint filed “[i]f it appears at the hearing * * *

that any person has * * * acted in a way tending to cause delinquency in such child”); R.C.

2333.15 (“[N]o person [subject to proceedings in aid of execution] shall be excused from

answering any question on the ground that his examination will tend to convict him of a

fraud”); R.C. 2941.148(B) (“In determining for purposes of this section whether a person

is a sexual violent predator,” all statutory factors “that apply regarding the person may be

considered as evidence tending to indicate that it is likely that the person will engage in

the future in one or more sexual violence offenses”); R.C. 2945.59 (“[A]ny acts of the

defendant which tend to show his motive or intent, the absence of mistake or accident on

his part, or the defendant's scheme, plan, or system in doing the act in question may be

proved, whether they are contemporaneous with or prior or subsequent thereto,

notwithstanding that such proof may show or tend to show the commission of another

crime by the defendant”); R.C. 5715.01(A)(1) (“[A]ny other factor that tends to prove [real

property’s] true value shall be used”). (Emphasis added throughout.)

{¶65} Further, similar phrases also appear in the rules of evidence and the rules

of criminal procedure. See, e.g., Evid.R. 401 (“‘Relevant evidence’ means evidence

15 having any tendency to make the existence of any fact that is of consequence to the

determination of the action more probable or less probable than it would be without the

evidence); Evid.R. 609(F) (“If the witness denies that he or she is the person to whom the

public record refers, the court may permit the introduction of additional evidence tending

to establish that the witness is or is not the person to whom the public record refers”);

Evid.R. 804(B)(3) (“A statement tending to expose the declarant to criminal liability,

whether offered to exculpate or inculpate the accused, is not admissible unless

corroborating circumstances clearly indicate the truthworthiness of the statement”);

Crim.R. 16(H)(3) (A defendant’s reciprocal duty of disclosure includes “[a]ny evidence

that tends to negate the guilt of the defendant, * * * or tends to support an alibi,” but does

not include “information that would tend to incriminate that defendant”). (Emphasis added

throughout.)

{¶66} The above authorities use the word “tend” consistently with one of its

definitions in Black’s Law Dictionary, which is “[t]o serve, contribute, or conduce in some

degree or way; to have a more or less direct bearing or effect.” TEND, Black’s Law

Dictionary (11th Ed. 2019).

{¶67} Notably, the amended statute does not use the phrase “some evidence.” In

the context of whether a trial court was required to give a jury instruction for a lesser

included offense, the Supreme Court of Ohio has held that “it is the quality of the evidence

offered * * * that determines whether a lesser-included-offense charge should be given to

a jury.” State v. Wine,

,

. “To require an

instruction to be given to the jury every time ‘some evidence,’ however minute, is

presented going to a lesser included (or inferior-degree) offense would mean that no trial

16 judge could ever refuse to give an instruction on a lesser included (or inferior-degree)

offense.” State v. Shane,

(1992).

{¶68} Thus, the amended statute’s use of the phrase “tends to support” rather

than “some evidence” supports a conclusion that this evidentiary standard includes a

qualitative component.

{¶69} Despite the use of quite different language, the “tends to support” standard

under the amended statute is not substantively different than the Supreme Court of Ohio’s

standard in Melchior.

{¶70} In Melchior, the court articulated the defendant’s burden of production in the

context of the presumption of innocence recognized in R.C. 2901.05(A) that “[e]very

person accused of an offense is presumed innocent until proven guilty beyond a

reasonable doubt.” See id. at 20, citing R.C. 2901.05(A). At the time Melchior was

decided, the prosecution had the burden of disproving self-defense if the defendant came

forward with sufficient evidence to raise it. See

. Thus, the court

stated that for the defendant to meet his or her burden of production, there must be

evidence presented that was sufficient to raise a reasonable doubt of guilt based on a

claim of self-defense. See

. As rephrased by the court in its syllabus, there

must be “sufficient evidence, which if believed, would raise a question in the minds of

reasonable [jurors] concerning the existence of [self-defense].”

at syllabus.

{¶71} The prior version of R.C.2901.05(A) imposed the burden of persuasion on

the defendant to prove self-defense by a preponderance of the evidence. Of course, this

did not relieve the prosecution of its burden of persuasion to prove guilt beyond a

reasonable doubt. Thus, the state of law at this time created the possibility of confusion

17 for a jury seeking to reconcile the parties’ respective burdens. See State v. Millett,

(Me. 1971) (cited by the Supreme Court of Ohio in Melchior).

{¶72} The amended statute essentially returns Ohio law to the state in which it

existed when Melchior was decided. Although the language of the amended statute is

more direct than in Melchior, the logic is the same. For the defendant to meet his or her

burden of production, evidence must be presented that “tends to support that the accused

person used the force in self-defense.” R.C. 2901.05(B)(1). The prosecution must now

disprove at least one of the elements of self-defense beyond a reasonable doubt.

Otherwise, the prosecution has not overcome the presumption of innocence by proving

the defendant’s guilt beyond a reasonable doubt.

{¶73} Thus, the standards set forth by the Supreme Court of Ohio in Melchior and

by the legislature in the amended statute are equivalent.

{¶74} Based on the language of the amended statute and the above authorities,

we conclude that in order for the video recording to “tend to support” that Mr. Petway used

the force in self-defense pursuant to R.C. 2901.05(B)(1), it must “serve, contribute, or

conduce in some degree or way” to support that he used the force in self-defense, i.e.,

that he (1) was not at fault in creating the situation giving rise to the affray; and (2) had a

bona fide belief that he was in imminent danger of death or great bodily harm and that his

only means of escape from such danger was in the use of such force.

Analysis

{¶75} In reviewing the video recording of the incident by itself and in a light most

favorable to Mr. Petway, we conclude as a matter of law that it does not “tend to support”

that Mr. Petway was not at fault in creating the situation that gave rise to his physical

18 altercation with Ms. Morris. To the contrary, the video demonstrates that Mr. Petway was

at fault for creating the situation.

{¶76} Ohio courts have long recognized that a person cannot provoke assault or

voluntarily enter an encounter and then claim a right of self-defense. See, e.g., State v.

Nichols, 4th Dist. Scioto No. 01CA2775,

, *3 (Jan. 22, 2002) (the

defendant sought out the victim to provoke an altercation); State v. Vines, 8th Dist.

Cuyahoga No. 33871,

, *3 (May 29, 1975) (the defendant provoked the

victim to retaliate); State v. Sekic, 8th Dist. Cuyahoga No. 95633,

(the defendant “willingly advanced toward a volatile situation” by confronting the victim at

home following an earlier incident); State v. Amey, 8th Dist. Cuyahoga No. 105847, 2018-

Ohio-4207, ¶27 (the defendant voluntarily confronted the victim); State v. Smith, 4th Dist.

Washington No. 02CA75,

, ¶11 (the defendant physically confronted the

victim in a public roadway).

{¶77} Here, Mr. Petway initiated the encounter by angrily confronting Ms. Morris

at close proximity while she was sitting in her vehicle. He then apparently reached inside

the vehicle. After Ms. Morris exited the vehicle and shoved him, Mr. Petway stood directly

in front of her, again in close proximity, so that she was boxed in by the vehicles and had

no ability to escape the situation.

{¶78} Mr. Petway argues that the jury’s question to the trial court during

deliberations asking “if it mattered which party began the physical alter[c]ation * * *

suggests that the jurors concluded [Mr.] Petway was not the original aggressor, or at least

that there was some question on the subject.”

{¶79} However, the jury’s question actually stated: “Is it necessary to determine

who threw the first punch or is the incident ‘as a whole’ as to whether an assault occurred

19 under the eyes of the law.” (Emphasis added.) Thus, contrary to Mr. Petway’s assertions,

the jury did not ask about who “began” the physical altercation or who acted as the

“original aggressor.”

{¶80} As the Fourth District aptly explained in Nichols, “the first element of a self-

defense claim does not require in all situations that the actor must have refrained from

throwing the first punch. Rather, this element provides that the actor must not be at fault

in creating the situation that gave rise to the affray. This concept is broader than simply

not being the immediate aggressor.” Id. at *4; see State v. Gaston, 8th Dist. Cuyahoga

No. 98904,

(finding that the defendant was at fault for creating the

situation even if he did not throw the first punch).

{¶81} Even if Ms. Morris “threw the first punch,” it occurred after Mr. Petway

angrily confronted and cornered her. Thus, it does not create conflicting evidence as to

whether Mr. Petway was at fault for creating the situation.

{¶82} Based on the foregoing, the trial court did not abuse its discretion in denying

Mr. Petway’s request for a jury instruction on self-defense.

{¶83} Mr. Petway’s sole assignment of error is without merit.

{¶84} The judgment of the Willoughby Municipal Court is affirmed.

TIMOTHY P. CANNON, P.J.,

MATT LYNCH, J.,

concur.

20