Introduction to the Trial Process

 

FRE 104 – Preliminary Questions – always in the background

-          FRE 104(a) Questions of Admissibility Generally – trial court makes initial determinations as to qualifications of person to be a witness, existence of a privilege, or admissibility of evidence

-          FRE 104(b) Relevancy Conditioned on Fact (conditional relevance) – in determining whether gov't has introduced sufficient evidence to meet Rule 104(b), trial court examines all evidence in case and decides whether jury could reasonably find the conditional fact by a preponderance of the evidence. Huddleston v. United States

 

FRE 606(b) Competency of Juror as Witness – Inquiry into Validity of Verdict or Indictment –

juror may not testify as to:

o        any matter or statement occurring during course of jury deliberations

o        effect of anything upon that or any other juror's mind or emotions

-          exceptions:

o        whether extraneous prejudicial information was improperly brought to jury's attention

o        whether any outside influence was improperly brought to bear upon any juror

-          testimony as to external influences not withstanding, jury testimony may not be introduced to impeach a jury verdict. Tanner v. United States

 

Relevancy

 

FRE 401 Definition of Relevant Evidenceevidence having tendency to make existence of any fact of consequence to determination of action more or less probable than it would be w/o evidence

 

two categories of evidence:

-          direct evidence – tends to prove fact in question; sufficient alone; no inference or logical steps required (she got robbed, and that guy did it); rare

-          indirect evidence – requires inference or logical step to prove fact in question; insufficient alone; more common

 

Probativeness and Materiality – evidence must be both probative and material

-          relevance (probative + material) à presumption of admissibility

 

Probativeness – makes fact more or less probable

 

FRE 402 Relevant Evidence Generally Admissible; Irrelevant Evidence Inadmissible

-          not relevant = not admissible; relevant = presumptively admissible

 

FRE 403 Exclusion of Evidence on Grounds of Prejudice, Confusion, or Waste of Time

-          relevant admissible if probative value is substantially outweighed by:

o        danger of unfair prejudice

o        confusion of issues

o        misleading the jury

o        considerations of undue delay, waste of time, or needless presentation of cumulative evidence

 

Materiality – of consequence to the determination

 

United States v. Jameswhether evidence concerning whether a crime was committed was relevant to whether Δ believed crime had been committed

-          evidence that victim had done what he said

o        relevant – tended to make it more probable that he bragged about doing what he said he did.

o        not relevant – does not tend to make it more or less probable that Δ believed victim, since Δ did not know whether victim actually did what he said he did

 

Conditional Relevance

 

FRE 104(b) Relevancy Conditioned on Fact – when relevance depends upon fulfillment of condition of fact, evidence must be introduced to show fulfillment of condition

 

Probativeness vs. Risk of Unfair Prejudice

 

FRE 403 Exclusion of Relevant Evidence on Grounds of Prejudice, Confusion, or Waste of Time

 

Photos and Other Inflammatory Evidence

 

State v. Bocharski – photos of deceased admitted despite significance which was marginal at best.[1]

relevant photographs may be admitted, though they have a tendency to prejudice jury against person who committed offense:

-          if photograph is of a nature to incite passion or inflame the jury, court must determine whether risk of prejudice outweighs probative value

o        overturning trial court requires clear abuse of discretion

-          if Δ does not contest fact that is of consequence, then probative value of evidence is low, and risk of prejudice easily outweighs.

 

admissibility does not suffice to make exclusion an abuse of discretion. United States v. James

-          introduction of evidence showing that victim had done things that he had told Δ he had done, though admissible, have high risk of prejudice, low probativity

-          important – that  jury asked questions that evidence answered may mean jury was asking the wrong questions and are becoming prejudiced by questions and answers concerning victim's criminal activities

 

self defense casesUnited States v. Driver – whether evidence sought to be introduced tends to show victim  was a bad person who deserved what he got, or that Δ actually needed to defend himself from victim.

 

Hearsay

 

The Basic Rule

 

FRE 801(a) Statement – an oral or written assertion or nonverbal conduct of the person if it is intended as an assertion

FRE 801(b) Declarant – a person  who makes a statement

FRE 801(c) Hearsay – a statement offered in evidence to prove the truth of the matter asserted

 

testimonial capacities – hearsay if concerned with the failure of one or more of the following testimonial capacities:

-          perception – witness saw someone but thought it was someone else

-          memory – witness saw someone, but now remembers it as someone else

-          narration – witness saw someone, but accidentally says it was someone else

-          sincerity – witness intends to deceive

 

hearsay – an out of court statement offered by a litigant to prove the truth of the matter asserted; to decide a statement is hearsay, two questions:

-          whether litigant is offering statement to prove what it says.

o        is it an assertion?

o        what is the statement offered to prove?

 

critical question – whether litigant is offering evidence of the out of court statement to prove what the out of court speaker was asserting or merely to prove that the statement was made and heard.

 

FRE 802 Hearsay Rule – Hearsay is not admissible, except as provided by these rules or by other rules prescribed by Supreme Court pursuant to statutory authority or Act of Congress

 

Defining Assertions

 

presence of an audience in the latter makes it more likely to be an assertion than the former

-          the issue of audience is telling as to the sincerity of the person making the assertion

-          important question – could this assertion be a lie?

 

The Exceptions

 

FRE 801(d)(1) Prior Statements by Witnesses – a statement is not hearsay if declarant testifies at trial or hearing and is subject to cross-examination concerning the statement, and the statement is:

-          FRE 801(d)(1)(A)inconsistent with declarant's testimony, and was given under oath at a trial, hearing, or other proceeding, or in a deposition

-          FRE 801(d)(1)(B) – consistent w/declarant's testimony and is offered to rebut an express or implied charge against declarant of recent fabrication or improper influence or motive

-          FRE 801(d)(1)(C) – one of identification of a person made after perceiving the person

 

Past Statements of Witnesses and Past Testimony

-          inconsistent statements – 613 vs. 801(d)(1)(A)

o        FRE 613 Prior Statements of Witnesses - past inconsistent statements are offered for impeachment purposes, not for the truth they assert, but rather to show untrustworthiness

o        FRE 801(d)(1)(A) – past inconsistent statements which meet this exception are offered substantively, for the truth they assert

-          past consistent statements – 612 vs. 803(5)

o        FRE 612 Writing Used to Refresh Memory – once witness' memory has been refreshed, witness simply testifies from memory

§         past statement allows testimony to be given

o        FRE 803(5) Recorded Recollection – may be offered as an exhibit if offered by an adverse party; may only be read into evidence, though not received as an exhibit where offered by non-adverse party; may be considered for their truth

§         past statement becomes testimony

 

FRE 613 Inconsistent Statements Offered to Impeach

-          silence may be used to impeach Δ if previous silence is inconsistent with testimony on the stand. Fletcher v. Weir[2]

-          four preconditions to using silence as evidence of an adoptive admission. Jenkins v. Anderson

o        statement was heard and understood by party against whom it was offered

o        party was at liberty to respond

o        circumstances naturally called for a response

o        party failed to respond

 

FRE 801(d)(1)(A) Inconsistent Statements Offered Substantively

 

FRE 801(d)(1)(C) Statements of Identification

 

United States v. Owens – that witness has no memory of event, or of making identification, does not diminish value of his being at trial and available for cross-examination, under FRE 801(d)(1)(C)

 

FRE 801(d)(2) Admissions by Party Opponentsa statement is not hearsay if  it is offered against a party and is

-          FRE 801(d)(2)(A) – party's own statement in either an individual or a representative capacity

-          FRE 801(d)(2)(B) – a statement of which party has manifested an adoption or belief in its truth

-          FRE 801(d)(2)(C) – a statement by person authorized by party to make statement concerning subject

-          FRE 801(d)(2)(D) – statement by party's agent or servant concerning matter within scope of agency or employment, made during existence of relationship

-          FRE 801(d)(2)(E) – statement by co-conspirator during course of and in furtherance of conspiracy

 

Statements by Party Opponents

 

FRE 801(d)(2)(A)The Party's Own Words[3]

-          one way street – can only be offered by the opposing party; can not be used by the party that made the statement

-          evidentiary admission is not to be confused with judiciary admission – any pleaded or stipulated fact is binding

o        evidentiary admission is just another piece of evidence

o        coerced confession – barred not because it is not an admission, but because the accused rights have been violated

 

FRE 801(d)(2)(B)Adoptive Admissions[4]

-          theory – person would have protested had statement been untrue; based on four conditions. Jenkins v. Anderson

o        he heard it

o        he was capable of response

o        statement naturally called for response

o        he failed to respond in the process of acting in response

 

FRE 801(d)(2)(C&D) Statements of Agents

 

Mahlandt v. Wild Canid Survival & Research Center – statements need not be to an outsider to fit 801(d)(2)(C)&(D)

-          statements against interest made by an employee of a corporation are admissible against corporation where statements:

o        were made by employee when he was an agent or servant of corporation, and

o        concerned a matter within scope of his agency or employment, and

o        were made during existence of that agency or employment relationship.

-          courts need not delve into actual trustworthiness of statements made against interest; those statements made w/o factual basis are still admissible if made voluntarily

 

FRE 801(d)(2)(E) Co-conspirator's Statements

 

Bourjaily v. United States

-          preliminary questions presented by FRE 801(d)(2)(E) are decided by trial judge pursuant to 104(a)

o        whether a conspiracy in fact existed at the time the statement was made

o        whether the conspiracy included Δ and declarant

-          judge decides these issues by a preponderance of the evidence

-          contested hearsay statement itself may be introduced as evidence to prove existence of conspiracy and other contested facts.[5]

o        FRE 801(d)(2)(E) – dismisses the agency theory upon which co-conspirator exception was originally founded, despite its requirement that statement be made during course of and in furtherance of the conspiracy

-          unanswered question – whether statement could be admitted if it was only evidence of conspiracy

 

Hearsay Exceptions Under FRE 804: Declarant Unavailable

 

FRE 804(a) Unavailable as a Witness – situations in which declarant is

-          exempted on the ground of privilege from testifying concerning the subject matter of statement

-          refuses despite an order of the court to do so

-          testifies to a lack of memory

-          unable to be present because of death, physical or mental illness, or infirmity

-          proponent is unable to procure declarant's attendance by process or other reasonable means

 

FRE 804(b) The Exceptions

 

FRE 804(b)(1) Former Testimony – party against whom testimony is offered had opportunity and similar motive to develop testimony by direct, cross, or redirect examination

-          proper approach under 804(b)(1) – whether party resisting testimony had, at a prior proceeding, an interest of substantially similar intensity to prove the same side of a substantially similar issue. United States v. DiNapoli

-          broad interpretation of predecessor in interest – where party in former suit had like motive to cross-examine about same matters as present party, and was accorded an adequate opportunity for such examination, testimony may be received against present party under predecessor in interest element of 804(b)(1) exception to hearsay rule. Lloyd v. American Export Lines, Inc

-          where nucleus of operative facts is the same in both proceedings, there is a sufficient community of interest such that predecessor in interest exception is met. Lloyd v. American Export Lines, Inc.

 

The Wright Example

-          suit one – State v. John Wright – prosecution against Wright for arson

o        witness A testifies that he torched building for Wright

o        ends in mistrial

-          suit two – Insurance Co. v. Wright and Wright

o        insurance co uses trial transcript of witness A as evidence of Arson

o        Wright brother objects because even though his brother had vigorously cross-examined the witness, he did not have that opportunity

o        court holds that since interests are identical, and maybe even predecessory, testimony is admissible

 

FRE 804(b)(2) Dying Declarations

-          without hope of recovery and in the shadow of impending death

-          two elements

o        declarant believing his death is imminent

§         almost any evidence not including actual death itself may be used as evidence of whether defendant believed the death to be imminent

§         death alone is not determinative of the issue whether declarant believed death to be imminent. Shepard v. United States

o        statement must concern cause or circumstances of what the declarant believes caused his death

§         Cardozo – declaration is kept out if judge knows or has reason to know that statement is speculative

 

FRE 804(b)(3) Statement Against Interest

-          important question - whether statement was sufficiently against declarant's interest that reasonable person in declarant's position would not have made statement unless believing it to be true. Williamson v. United States

o        question can only be answered in light of all surrounding circumstances.

-          although term statement can mean either extended declaration or single remark, principle behind rule points clearly to narrower reading – only remarks within confession which are individually self-inculpatory count

-          trial court may not just assume statement is self-inculpatory because it is part of fuller confession

o        especially true when statement implicates someone else.

-          statement against interest does not allow admission of non self-inculpatory statements which are part of larger self-inculpatory narratives. Williamson v. United States

 

FRE 804(b)(6) Forfeiture by Wrongdoing

two points to keep in mind:

o        witness can not be unavailable by virtue of having committed a wrongdoing w/intention of becoming unavailable, and being thus detained

o        opposite is true – statement by a declarant made unavailable by the opponent may be introduced even though it would not otherwise be allowed

-          burden of proof – preponderance of evidence indicates that the witness is unavailable by the wrongdoing of the opposing party

o        one argument - where criminal activity has been charged, burden of proof should be "beyond a reasonable doubt"

o        answer – no conviction is being reached, simply a lesser burden that it is most likely that the witness has been eliminated criminally; a finding that such has occurred does not lead to conviction

 

United States v. Houlihan – basis for FRE 804(b)(6) - where Δ 1) causes a potential witness's unavailability, 2) by a wrongful act, 3) undertaken w/intention of preventing potential witness from testifying at a future trial, Δ waives right to object onconfrontation grounds to admission of unavailable out-of-court statements

-          standard of proof that Δ procured witness' unavailability – preponderance of evidence

 

Unrestricted Hearsay Exceptions

 

FRE 803 Exceptions in Which the Availability of the Declarant is Immaterial

 

FRE 803(1) Present Sense Impression – statement describing event or condition, made at the time or right after the event occurred

FRE 803(2) Excited Utterances – declarant was under the stress of excitement caused by event or condition

 

Present Sense Impressions and Excited Utterances

-          two common issues in application of this rule

o        whether event which stimulates statement is sufficient to override possibility of falseness

o        whether statement was made contemporaneously to the event

-          three kinds of predicate fact

o        external event – usually an accident or crime to which declarant is a victim or witness

o        statement made during stress

o        statement relates to the external event (803(1) requires statement describe the event or condition)

-          present sense impressions vs. admission doctrine – may be offered by declarant to prove whatever he wants

 

Statements of Then Existing Conditions

 

FRE 803(3) Then Existing Mental, Emotional, or Physical Condition – statement of declarant's then existing state of mind, emotion, sensation or physical condition is not excluded by hearsay rule

-               does not include statement of memory or belief to prove the fact remembered or believed unless it relates to the execution, revocation, identification, or terms of declarant's will

-               evidence of intention to do a thing may be admitted to try to prove the doing of the act intended. Mutual Life Insurance Co. v. Hillmon

o        this has been altered by the House Committee on the Judiciary to exclude the statement when offered to prove the future conduct of another

 

Statements for Mental Diagnosis

 

FRE 803(4) Statements for Purposes of Medical Diagnosis or Treatment – statement made for purpose of diagnosis or treatment, describing medical history, past or present symptoms, pain, reasonably pertinent to diagnosis or treatment

 

United States v. Iron Shell – three types of evidence admissible under rule

o        medical history

o        past or present sensations

o        cause of disease or injury

-               8th Circuit two part test –

o        whether declarant's motive is consistent with purpose of the rule

o        whether it is reasonable for physician to rely on information in diagnosis or treatment

 

Refreshing Memory and Recorded Recollections

 

FRE 803(5) Recorded Recollection – memorandum or record concerning a matter about which declarant once had knowledge, but now does not;

1) witness must have had firsthand knowledge of the event

2) written statement must be a memorandum made at or near the time of the event while the witness had a clear and accurate memory of it

3) witness must lack a present recollection of the event

4) witness must vouch for the accuracy of the written memorandum

 

FRE 612 Writing Used to Refresh Memory – 612 – anything that can remind the witness of what he/she said is admissible; it need not, on its own, be admissible

 

Johnson v. Stateturncoat witness

-               witness will not corroborate this statement, and will only acknowledge that his mind was a lot more clear then than now, and that the signature is his

-               witness must vouch for the accuracy of the written memorandum at trial; statement does not vouch for itself

o        if not, 803(5) does not apply, and the statement is not admissible

 

-               what could prosecutor have done?

o        put him before a grand jury

§         statement would have been admissible as a prior inconsistent statement under 801

o        provoke some sort of preliminary hearing, this would pin it down because of 804(b)(1) – prior testimony subject to cross-examination by defendant at the time it was made

-               bottom line – 803(5) – not a cure all for the turncoat witness

 

Business Records

 

FRE 803(6) Records of Regularly Conducted Activity

FRE 803(7) Absence of Entry In Records Kept in Accordance w/Provisions of Paragraph(6)

 

Palmer v. Hoffman - statement prepared after accident by person involved in accident and knows that likely to be involved in suit relating to the accident, and affected by desire to exculpate himself – doesn’t qualify under the exception

-               this is the source of language in FRE 803(6) - . . . unless the source of information or the method or circumstances of preparation indicate lack of trustworthiness

 

United States v. Vigneau - Business records exception to hearsay rule does not embrace statements contained within business record that were made by one who is not part of the business if the embraced statements are offered for their truth.

-               business records were not allowed because they give no indication of trustworthiness

 

general problem w/ 803(6) – often the document may be prepared within the activity of the business (accident report), thing that the record concerns may not be part of the business activity (accident)

 

two glosses on the rule to account for this:

1) Palmer v. Hoffman concern – self serving reason not to be truthful creates a doubt as to the trustworthiness of the document

2) if the source of info is not under a duty to report accurately, then that statement is not part of the business record

 

Public Records and Reports

 

-          Police Reports and Business Records

 

FRE 803(8) Public Record and Reports – records of public offices or agencies are admissible, unless sources of information or other circumstances indicate lack of trustworthiness; includes:

-               activities of office or agency

-               matter observed as to which there is a duty to report

o        excluding matters observed by police officers or other law enforcement personnel in criminal cases

-               factual findings resulting from an investigation made pursuant to authority granted by law in cases involving

o        civil actions and proceedings

o        against the gov't in criminal cases

 

FRE 803(10) Absence of Public Record or Entry – requires that diligent search be undertaken to find document

 

Beech Aircraft v. Rainey - factually based conclusions or opinions are not on that account excluded from scope of rule which includes public records and reports containing factual findings among the types of statements that are not made excludable by the hearsay rule

-               upon determination that the conclusions were trustworthy, they were admissible under public records and reports hearsay exceptions

 

Residual Exception

 

FRE 807 Residual Exception – statement must be offered as evidence of a material fact, evidence is more probative to fact in contention than any other evidence which proponent can reasonably porcure

-               reflects desire on the part of the advisory committee to allow common law to continue to develop despite code

 

Dallas County v. Commercial Union Assurance – the direct antecedent to catchall philosophy

-               two requisites for admissibility under FRE 807 – necessity, and circumstantial guarantee of trustworthiness

 

United States v. Laster -

-               if a statement is admissible under one of specific hearsay exceptions, residual exception should not apply.

-               equivalent circumstantial guarantees of trustworthiness

o        requires something other than "its close" for residual exception

-               residual exception as a near-miss rule

-               State v. Weber

-               Weber was caring for child when it died of a fractured skull; shaking syndrome

o        injury was a blunt trauma

-               Weber convicted; attorneys move for new trial based on discovery of new evidence

o        new evidence – shortly after death but before indictment, mother of child told customers that before Weber showed up, child had fallen and hit her head on coffee table

§         said this on two occasions to a total of five people

o        issue on motion for new trial – whether new evidence was admissible

§         statements to customers – arguably statements against interest

·         but, 803(b)(3) – did not apply because mother was available to testify

o        mother denied making statements

·         no reason for new trial if statements not allowed

·         none of the enumerated exceptions applied

o        Iowa Court – found numerous reasons for trustworthiness

§         no reason to make things up after the tragedy

§         pre-indictment, so no motivation

§         she repeated the statement

§         witness are credible and have no axe to grind

§         corroboration – kind of action in statement was consistent with autopsy reports

 

Confrontation Clause and Hearsay

 

Confrontation Clause

 

Sixth Amendment -  guarantees certain procedural rights to a Δ

-          amongst others, a right "to be confronted with the witness against him"

o        certain limitations are applicable

§         children physically shielded from Δ

§         rape shield laws – restrict cross-examination

-          if a hearsay statement is admitted against the accused, and the accused is unable to cross-examine the witness

o        has the accused been denied the right to confront his witness?

§         possible answers:

·         State could not use hearsay against the accused – unconstitutional

·         No implications for hearsay – accused has the right to confront a witness who takes the stand, and to cross-examine

o        both of these possibilities have been overruled

§         Whitmore – as long as hearsay is admissible under the rule, no confrontation clause

·         problem with this: FRE dictating constitutional law

o        prior to Crawford, on going debate about the reason for the confrontation clause

§         hearsay evidence à two levels

·         admissible under the rule? if not, stop, if so, go on

·         admissible under the 6th Amendment; does it satisfy the confrontation clause

o        sixth amend is a floor

o        Crawford v. Washington

 

CONFRONTATION CLAUSE

California v. Green                                                                             Ohio v. Roberts

Opportunity to cross at time statement made                                 1. Witness unavailable at trial (Necessity)

2. Statement falls within firmly rooted exception to hearsay rule

or                                                                                                            or

 

Opportunity to cross at trial (no prior opportunity)                       Statement has particularized guarantee of trustworthiness"

                                                               

 

Crawford

 

pre-Crawford                                                                                        Crawford

 

declarant subject to cross examination either at                             testimonial statements (affidavits, prior testimony, in camera, police interrogation)

time of statement or at trial

                                                                                                                barred absent opportunity to cross w/o reference to hearsay exceptions

declarant not subject to cross

but                                                                                                         

O/C statement falls within firmly rooted CL exception                   non-testimonial – no 6th Amendment implications; hearsay doctrine

or                                                                                                            only

statement has particular guarantees of trustworthiness

 

Crawford – Δ charged with murder

-          defense – he did it, but it was self-defense

o        he saw an object in victim's hand which gave him fear

-          Δ 's wife – story was similar

o        except she didn't see anything in victim's hand

 

Scalia – assumes that common law was a reaction to problems with the use of ex parte statements as evidence

-          drafters of 6th Amendment would not have allowed out of court statement if witness was not absent

o        6th Amendment incorporates those limitations

-          Ohio v. Roberts – particularized guarantees of trustworthiness – difficult to apply, nebulous

-          refuses to define the term testimonial

o        inclusive, though, of affidavits, prior testimony, in camera, police interrogation

o        Sylvia Crawford's statements are testimonial statements

§         absolutely barred by Sixth Amendment w/o regard to hearsay exceptions

 

 

 

statements made under circumstances which would lead a reasonable person to believe the statements would be used in later trials

statements made by a witness which could be viewed as evidentiary in nature would qualify as testimonial

6th Amendment does not bar use of statements which were made for any reason other than establishing truth of the matter asserted (non-hearsay)

 

what are the outer limits?

-          we don’t know; he doesn't answer

 

what application does the 6th Amendment have with respect to non-testimonial statements?

-          we don't know

o        Scalia and Thomas think there is none, but rest of court doesn't agree

-          Ohio v. Roberts standards apply?

o        Without overturning it, Scalia rips Roberts apart

 

puts an end to using residual exception as a means of getting grand jury testimony in

product of police investigations – testimony

 

testimonial statements barred absent opportunity to cross w/o regard to hearsay exceptions

-          what is clear is that this includes all statements given to police

-          some argue that if not given to police, automatically barred

-          what about statements made to law enforcement personnel not resulting from interrogation

 

post-Crawford decision

911 calls have been very important

 

People v. Moscat (discussed page 437)

-          911 calls should not treated as testimony

 

People v. Jimenez

-          victim calls police, police arrive

-          call comes in that suspects have been apprehended, police take victim with them

o        victim identifies suspects

-          California admits statement under residual exception

o        says the statement was not testimonial and thus not subject to 6th Amendment

o        he didn't want to testify, so his statement was not testimony

 

In re Rolandis

-          9 yr old boy sexually assaulted

-          statements made to police

o        both social worker and police were asking questions, so statements were testimonial

-          statements made to mother

o        non-testimonial

 

Character Evidence

 

The Character Propensity Rule

 

FRE 404 Character Evidence Not Admissible to Prove Conduct; Exceptions; Other Crimes

 

FRE 404(a) evidence of a person's character not admissible for purpose of proving action in conformity therewith on a particular occasion; exceptions

-          404(a)(1) character of the accused – evidence of character introduced by defendant

o        character is never an issue in a criminal prosecution unless the defendant chooses to make it one. People v. Zachowitz

-          404(a)(2) character of the victim – introduced by defendant, or evidence of peacefulness introduced by prosecution by character of victim is relevant.

-          404(a)(3) character of witness FRE 607, 608, 609

 

Six Exceptions to 404(a)

-          FRE 404(a)(1) character of the accused – evidence of character introduced by defendant

-          FRE 404(a)(2) character of the victim – introduced by defendant, or evidence of peacefulness introduced by prosecution

-          FRE 404(a)(3) character of witness – FRE 607, 608, 609

-          FRE 413 Evidence of Similar Crimes in Sexual Assault Cases

-          FRE 414 Evidence of Similar Crimes in Child Molestation Cases

-          FRE 415 Evidence of Similar Acts in Civil Cases Concerning Sexual Assault of Child Molestation

 

two forms of unfair prejudice which 404(a) attempts to prevent:

-          improper weighing of evidence – jury will give weight to character trait rather than crime charged

-          conviction in the absence of guilt

o        character conviction – jury may punish defendant for being a "bad person," even if he is not guilty

o        preventative conviction – Souter – jury considers conviction justified despite momentary innocence

 

Proof of Defendant's and Victim's Character in Civil Cases

FRE 404(a)(1) – specifically deals with criminal action, or quasi-criminal, civil proceeding

-          relevant 404(a) concerns are not present in civil trial context. Securities and Exchange Commission v Towers

o        no life or liberty being threatened

o        stigma of civil finding not as strong

o        reputation harm not enough

-          character evidence typically has little probative power – so little use to litigant with substantial burden of proof 

-          when central issue to civil case is of criminal nature, Δ may invoke exceptions to FRE 404(a). Perrin v. Anderson

 

FRE 404(b) evidence of past crimes, wrongs, or acts not admissible for purpose of proving action in conformity therewith; may be admissible, upon reasonable notice by prosecution, to show:

o        motive, opportunity, intent, preparation, common scheme or plan, knowledge, identity of person charged with commission of crime on trial, absence of mistake or accident

 

FRE 404(b) Other Purposes

key inquiry – whether evidence is probative of a material issue other than character.

o        other crimes, wrongs, or acts – evidence need not solely be of a crime

o        other purposes – list of other purposes is not exclusive of other possible purposes

o        may be admitted – evidence not required to be admitted; court performed FRE 403 weighing test

o        FRE 105 court instructs jury as to proper purpose of evidence

o        FRE 403 court decides whether probative value is substantially outweighed by other concerns

-          test for admission of other acts evidence under Rule 404(b)

o        whether evidence is probative of a material issue other than character.

§         evidence must be introduced for a proper other purpose

§         offered evidence must be relevant to an issue in the case pursuant to Rule 402, as enforced through Rule 104(b)

§         evidence must satisfy the probative-prejudice balancing test of Rule 403

§         district court must, if requested, provide a limiting instruction for the jury under Rule 105

§         standard of proof under Rule 404(b) is whether the jury could reasonably conclude that the act occurred and that the defendant was the actor; preponderance of the evidence

o        a ruling involving similar act evidence will be overturned only for a clear abuse of discretion

 

Michelson v. United States – common law character evidence rule

-          character evidence may only be introduced by Δ, not prosecution; once Δ introduces character evidence, prosecution may present rebuttal witnesses in response to Δ witnesses, to contradict evidence provided by defense witnesses. Michelson v. United States

o        introduction of character witness – not necessarily a great move because of possibility of cross examination

 

FRE 405 Methods of Proving Character

-          FRE 405 (a) reputation or opinion – proof may be made by testimony as to reputation or by testimony in the form of an opinion; inquiry into relevant specific instances of conduct is allowed on cross-examination

-          FRE 405 (b) specific instances of conduct – proof may be made of specific instances of that person's conduct only where character or trait of character is essential element of a charge, claim, or defense

o        When does 405(b) Apply?

§         rebutting an entrapment defense

§         rebutting a defense of truth in a libel or slander action

§         resolving a parental custody dispute

o        FRE 405(a) vs. FRE 413, 414, 415

§         FRE 413, 414, 415 – opposite of FRE 405(a) – require proof of specific facts

 

Evidence of Habit

FRE 406 Habit; Routine Practice habit of person, or of routine practice of organization, relevant to prove conduct of person or organization on particular occasion was in conformity w/practice or routine

-          requires no corroboration or presence of eyewitnesses

-          party should be able, by introducing evidence of such habit or regular usage, to allow inference of its persistence, and hence negligence on a particular occasion. Halloran v. Virginia Chemicals

-          evidence of past conduct vs. evidence of habit

o        evidence of habit or regular usage if properly defined and therefore circumscribed, involved more than un-patterned occasional conduce, it involved a repetitive pattern of conduct and therefore predictable and predictive conduct

 

FRE 406, 407, 408, 409, 410, 411 – Dealt with Later On

 

Sexual Assault Cases

 

FRE 412 Sex Offense Cases; Relevance of Alleged Victim's Past Sexual Behavior or Alleged Sexual Predisposition

FRE 412(a) Evidence Generally Inadmissible (Civil or Criminal)

  1. alleged victim engaged in other sexual behavior
  2. alleged victim's sexual pre-disposition

FRE 412(b) Exceptions

  1. criminal cases – evidence admissible if admissible under these rules[6]
    1. behavior which indicates someone else was source of semen, injury, etc/
    2. behavior w/accused to show consent
    3. constitutional rights
  2. civil cases, evidence offered to prove sexual behavior or predisposition of alleged victim admissible if otherwise admissible under these rules, and
    1. probative value outweighs danger of harm to any victim and of unfair prejudice to any party
    2. evidence of victim's reputation admissible only if it has been placed in controversy by victim
  3. procedure to determine admissibility

 

Applying FRE 412

 

Past Sexual Behavior with the Accused

-          Δ – evidence of sexual behavior w/accused is allowed under FRE 412(b)(1) or (2)

-          prosecutor – evidence does not pass FRE 403 test

 

Explaining the Source of Physical Evidence

-          Δ – evidence of previous sexual encounter admissible under FRE 412(b)(1)(B)

-          prosecutor – evidence not introduced to show consent; evidence introduced to explain existence of fingerprints, and its probative value is outweighed by its prejudicial value under FRE 403

 

Past Allegedly False Accusations

-          evidence of false claims of sexual misconduct is not controlled by FRE 412; such evidence is impeachment evidence under FRE 404(b), used to attack credibility rather than evidence of a previous sexual conduct. State v. Smith

o        Huddleston – whether there is sufficient evidence such that a reasonable jury could conclude that victim had made prior false accusations

 

FRE 404(b) – Style Uses of Evidence of Past Sexual Behavior

-          proof of bias

o        Olden v. Kentucky – a defendant's right of confrontation trumps a non-constitutional exclusion rule

o        Boggs v. Collins – a specific act of a piece of evidence is distinguishable from general attacks on credibility

-          defendant's state of mind

o        United States v. Knoxthree possible Constitutional violations to satisfy 412(b)(1)(C)

§         5th Amendment Due Process

§         6th Amendment Compulsory Process

§         right to testify in one's own defense

o        Chambers v. Mississippi – Δ may have right to offer evidence critical to defense in violation of FRE

 

Propensity to Commit Sexual  Assault Cases

 

FRE 413 Evidence of Similar Crimes in Sexual Assault Cases

FRE 414 Evidence of Similar Crimes in Child Molestation Cases

FRE 415 Evidence of Similar Acts in Civil Cases Concerning Sexual Assault or Child Molestation

 

pre-Sexual Assault Statute

-          abandonment of statutory exception to bar on previous specific acts – leads to adoption of FRE 404(b) to allow evidence to establish identity, intent, etc. Lannan v. State

-          evidence of previous sexual behaviors simply do not fit FRE 404(b) mold: motive, intent, opportunity, preparation, plan, knowledge, identity, absence of mistake or accident. State v. Kirsch

 

two bases for exception in sexual assault cases:

-          recidivist rationale - behavior is so abnormal that engaging in such conduct is predictive of recidivism

o        The Recidivism Rationale

§         any one who commits any felony is more likely than other people to commit another crime

§         question – whether sex offenders are more or less likely than other criminals to repeat their offense

·         Baker – conviction figures say less likely

·         it makes no sense to single out sex offenders for special treatment when recidivism rate is actually lower

-          lend credence to accusations which would seem improbable standing alone

 

three threshold requirements under FRE 413. United States v. Guardia

o        Δ must be charged with sexual assault

o        evidence must be introduced to show Δ committed sexual crimes in the past

o        evidence must be relevant

§         evidence meets threshold requirements; now, what about the 403 balancing test

·         normally – presumption that probativeness of propensity evidence is outweighed by its potential for prejudice

·         FRE 413 – presumption should be in favor of admission

·         district court holds that the probative value is greatly outweighed by the possibility of prejudice

 

LeCompte vs. Mound

-          United States v. LeCompte – Δ accused of molesting girlfriend's daughter; eight years earlier had been accused of molesting his wife's niece;

o        LeCompte court found that propensity evidence in sexual assault cases is never too prejudicial or confusing and generally should be admitted

o        Congress essentially dictates presumption in favor of admission of evidence of previous sexual crimes

-          United States v. Mound – Arnold dissenting – potential for prejudice is so great that court should consider whether there is a due process clause violation

 

Character for Truthfulness[7]

 

FRE 608(a) – support or discredit of witness may be done by testimony to character or reputation

-          opinion and reputation evidence of character

-          specific instances of past conduct can be inquired into as a reflection on witness' character, except as where provided by extrinsic evidence

 

FRE 404(a)(3) – Evidence of character of witness is admissible for purpose of proving action in conformity therewith on a particular occasion as provided in FRE 607, 608, and 609

 

Character of Witness Ping Pong Game

-          witness – offers testimony

-          opponent – may now use character evidence to attack witness credibility

-          witness sponsor – may then use character evidence to support witness' credibility

 

FRE 607 Who May Impeach – credibility of a witness may be attacked by any party, including party calling the witness

-          opponent of witness – evidence of character for truthfulness to show witness is lying now.

-          proponent of witness – evidence  of character for truthfulness to show witness is telling the truth now.

 

non-character modes of impeachment – most attacks on a witness's testimony do not attack witness' character for truthfulness, but rather only attack validity of witness' testimony

-          three forms of non-character modes of impeachment

o        evidence of witness bias

o        contradiction in the form of a past inconsistent statement made by the witness

o        contradiction in the form of other evidence which may expose the testimony as implausible, such as

§         physical evidence

§         testimony of another witness

§         common experiences of life

 

FRE 608 Evidence of Character and Conduct of Witness

-          FRE 608(a) Reputation & Opinion – evidence in form of opinion or reputation[8] admissible which attacks or supports credibility of witness, subject to two limitations:

o        evidence may only refer to character for truthfulness

o        support evidence admissible only after character of witness for truthfulness has been attacked

-          FRE 608(b) Specific Instances of Past Conduct – on cross, party may ask about specific instances of conduct of a witness in two contexts: may, if probative of truthfulness[9] be inquired into on cross-examination of witness

o        cross-examination of principle witness on specific incident which relates to principle witness' character for truthfulness

o        cross-examination of witness testifying to character for truthfulness of principle witness on specific incident . . .

§         limitations on FRE 608(b)

·         inquiry must be probative of truthfulness

·         may not be proved by extrinsic evidence

·         must survive FRE 403

·         requires lawyer's good faith belief that specific instances of past conduct took place

·         FRE 611(a)(3) – trial exercises reasonable control to protect witnesses from harassment or undue embarrassment

·         may not be "of a type covered" but prohibited by FRE 609

-          FRE 608(b) vs. FRE 405(a)

o        608(b) permits inquiry into specific instances of conduct on cross-examination of principle witness and witness testifying to character for truthfulness of principle witness

o        405(a) permits inquiry into specific instances of conduct on cross-examination of character witness only.

 

FRE 609 Impeachment by Evidence of Conviction of Crime[10]

-          FRE 609(b) – underlying concern with all 609 evidence – 10 year time limit

-          FRE 609(a)(1) Felony Convictions

o        presumption that accused will be unfairly prejudiced; prosecutor must show that probative value of felony conviction on the issue outweighs the risk of prejudice

-          FRE 609(a)(2) Convictions Involving Dishonesty or False Statements (no felony requirement)

 

FRE 609 – litigant may impeach a witness w/evidence that witness has been convicted previously of a crime

-          discussion of underlying details generally not permitted

o        some judges allow witness to explain circumstances behind crime or conviction

 

FRE 609(a)(1) two different standards

-          witness other than the accused – crime admissible if punishable by death or imprisonment in excess of one year (felony language, though crime need not be a felony)

o        must pass FRE 403 weighing

-          an accusedprobative value must outweigh possibility of prejudice

o        Five Elements Which Factor Into Weighing Test Under 609(a). United States v. Brewer

1.        nature of the crime – violent crimes bear little probative value w/resp. to impeachment

2.        time of conviction and witness' subsequent history – though much time passed since conviction, subsequent history involved more run-ins

3.        similarity b/t past crime and charged crime – more similar the crime, more likely the prejudice

4.        importance of defendant's testimony – favored non-admission

5.        centrality of credibility issue – favors admission

a.        last two factors counterbalance one another

 

FRE 609(a)(2)

-          evidence of conviction admissible against any witness if crime involved dishonesty or false statement

o        no FRE 403 balancing required

o        crime involving dishonesty requires crimes involving deceit. United States v. Brackeen

o        robbery and other theft crimes generally do not qualify – Mueller and Fitzpatrick; Advisory Committee

§         generally, courts look to underlying facts of the crime

 

FRE 609(b)time limit

-          crime older than ten years not admissible unless probative value substantially outweighs prejudicial effect

o        presumption that evidence of old convictions is not admissible

 

Appellate Review of FRE 609 Violations

-          Whether to testify is often determined by whether something harmful (felony conviction) will be brought out on cross.

o        if trial judge wrongly admits evidence in violation of 609 safeguards, Δ may appeal only if:

§         Δ in fact testified at trial. Luce v. United States

§         impossible for reviewing courts to measure harm done to Δ by admission of evidence; and

§         prosecutor introduced evidence of contested conviction. Ohler v. United States

·         where Δ introduces evidence of own conviction, no right to complain

 

Rehabilitation – support a witness' character for truthfulness

 

FRE 608(a)(2) – rehabilitation can only come after an attack

-          key question – what constitutes an attack on a witness' character for truthfulness

o        opinion or reputation testimony of witness' bad character for truthfulness FRE 608(a)

o        evidence of specific acts of the witness that are probative of untruthful character FRE 608(b)

o        evidence of witness' past conviction FRE 609

 

Use of Extrinsic Evidence – extrinsic evidence will not be admitted on a collateral matter

-          two contexts in which extrinsic evidence is barred

o        FRE 405(a) – litigant asks character witness of X about specific act committed by X; no evidence regarding act is admissible

o        FRE 608(a) – litigant cross-examines witness about specific instances which bear on character for truthfulness; specific instances not provable by extrinsic evidence

§         no restriction on extrinsic evidence offered to show witness lied in this case

-          what if extrinsic evidence tends to prove collateral matter and something else

o        United States v. Abellet it in – evidence arguably admissible under two rationales:

§         specific instance of conduct to show general character for untruthfulness (608(b))

§         evidence showed Witness' bias towards Δ

§         Court admits evidence under second rationale despite first rationale

o        United States v. Pisaridon't let it in – again, two arguable rationales for admittance:

§         specific instance of conduct tending to show character for truthfulness (608(b))

§         evidence of previous act so similar tended to show identity (404(b))

§         Court rules evidence fails second test, thus inadmissible because of 608(b) bar

 

Categorical Rules of Exclusion

 

Analysis under 407, 408, 409, 411

-          these rules recognize drafters' desire to take a specific kind of evidence which they view as creating a danger of prejudice, and create a special rule for it

o        whether evidence offered for proper purpose – purpose other than liability

o        relevant for that purpose – FRE 401, FRE 402

o        403 Analysis – whether probative value is substantially outweighed by potential for unfair prejudice

 

FRE 407 Subsequent Remedial Measures – actions taken after an event occurs inadmissible to prove fault or causation

-          fear that jury will give subsequent measure more weight than it deserves

-          do not want to create disincentives to make things better

-          FRE 407 – allows evidence of Subsequent Remedial Measure if the feasibility of such a measure is controverted. Tuer v. McDonald

o        constructions of feasibility:

§         narrow – feasible means economically possible

§         broad – feasible means reasonable

o        court adopts more narrow approach – McDonald not claiming unfeasibility of procedure; rather, simply claiming judgment call

-          FRE 407 in strict liability cases

o        manufacturers should not be dissuaded from making changes in their practices because of this rule

o        many state courts hold FRE 407 not applicable in strict liability

o        redrafting of FRE 407 – clearly indicates applicability in federal courts

 

Compromise Offers and Payment of Medical Expenses

 

FRE 408 Compromise and Offers to Compromise – evidence of compromise of a claim or offer to compromise claim is not admissible to prove the validity of the claim or its amount – bars a kind of evidence when introduced to show a certain thing; not excluded when evidence is introduced to show another thing – like FRE 407

o        social policy – encouraging the settlement of claims

-          Bankcard America v. Universal Bancard Systems – contract dispute

o        compromise if being offered to show something other than validity of the claim

 

FRE 409 Payment of Medical and Similar Expenses – evidence of promising to pay hospital bills, etc., not admissible to show liability

 

Liability Insurance

 

FRE 411 Liability Insurance – evidence of insurance or lack thereof not admissible to show that party acted negligently or wrongly

-          no probative value almost whatsoever

-          deep pockets problem

-          kind of irrelevant in a direct action state – go straight to insurance company, skipping the tort-feasor

-          Williams v. McCoy – how much prejudice could be created by introducing evidence of what is already known?

 

Pleas In Criminal Cases

 

FRE 410 Inadmissibility of Pleas, Offers of Pleas, Plea Discussions, and Related Statements

-          evidence which is not admissible for any purpose, against defendant who made the plea or was a participant in plea discussions, except for two narrow exceptions

o        another statement during same plea or discussions is introduced, and the statement sought to be included ought to considered contemporaneously

o        in a criminal proceeding for perjury or false statement if statement was made by Δ under oath, on the record, and in presence of counsel

-          allows waiver as long as it is knowledgeably and voluntarily waived

 

United States v. Biaggi

-          Δ argues that his rejection of offer of immunity indicates that he did not know any information about others

o        trial court holds inadmissible; appeals court reverses, holding that probative value of rejected deal for immunity is strong

 

Foundational Evidence

 

Authentication and Identification

 

FRE 901 Requirement of Authentication or Identification

-          general provision – requirement satisfied by evidence sufficient to support a finding that matter in question is what a proponent claims

 

two questions when dealing with physical evidence

-          whether at time object came into proponent's possession, it was what he claimed it to be

-          whether it has remained as such

o        chain of custody need not be perfect, just sufficient to support a finding of authenticity

o        marijuana case – absent some evidence (Huddleston) that there was tampering, there is enough evidence that a jury could determine that this is authentic (preponderance of the evidence).

 

Documents

 

 

United States v. Stelmokas

 

Phone Calls

-          most common kind of authentication – voice identification

o        not always possible

-          liability insurance – phone call authentication important w/resp. to claims reporting

o        question for judge – whether testimony as to what person on other end of phone said should be admitted

§         not hearsay – not being offered to prove matter assrted

§         key inquiry – whether person on other side of phone was acting on behalf of insurer

-          Problem 10.3 Star 69 – Pounds v. State

o        star 69 reveals phone call from robber came from another pizza hut – police go to other store, find man who matches description, and who has in his car information considering stores, cash, and gun.

o        at trial – manager asked to repeat words robber said over phone

§         objection – words can not be identified conclusively as those of the robber, b/c she didn't know his voice

§         Huddleston – whether there is enough evidence such that jury could determine phone call came from person who robbed the store

o        relevance of evidence – identity? – his concern reflects probable concern of fellow pizza hut employee

-          self-identification is not enough to authenticate. People v. Lynes

 

Photographs

-          authentication of photographs – admissibility of photographs simply requires that photographs be identified by witness as a portrayal of certain facts relevant to issue, and verified by such a witness on personal knowledge as a correct representation of facts. Simms v. Dixon

-          Problem 10.4 Staged Photograph

o        if photographer was in room w/victim, it is okay for photographer to authenticate photo as representation of what happened

o        if photographer was not there, he can not authenticate photograph as representative of what happened

§         victim could testify as to representation of where he was when shot, but it would be difficult to authenticate w/resp. to shooter's position

-          key inquiry – for what purpose is photo being authenticated.

 

-          Wagner v. State

-          witness who watched tape authenticates by saying that the person on the tape is the Δ

-          usually, person on tape authenticates their own presence on tape

 

FRE 902 Self-Authentication – items which do not require proof by extrinsic evidence

 

Best Evidence Rule

 

FRE 1001 Definitions

o        Writings and Recordings

o        Photographs

o        Original

o        Duplicate

 

FRE 1002 Requirement of Original – to prove content of writing, recording, or photograph, original writing, recording, or photograph is required, except as otherwise provided in these rules or by Act of Congress

 

FRE 1003 Admissibility of Duplicates

 

FRE 1004 Admissibility of Other Evidence

 

Problem 10.5 Perjury Trial – Meyers v. United States

-          not hearsay – not proving truth of matter of asserted

-          important point – best evidence rule does not require proof of testimony by most reliable evidence

o        contrast – if witness had not been there, but has seen a transcript, and witness is called upon to relate what he read, a transcript may be necessary

 

Problem 10.6 Alice's Restaurant II

-          no best evidence problem where witness testifies from memory

-          fact that witness wrote down license plate number does not require introduction of that writing

 

Seiler v. Lucasfilm

 

FRE 1008 Functions of Court and Jury -  

-          Opinions and Expert Testimony

 

 

 

 

Lay Opinions

FRE 701 Opinion Testimony by Lay Witnesses

a) rationally based on perception of witness

b) helpful to a clear understanding of witness' testimony or determination of a fact at issue

 

United States v. Figueroa-Lopez

 

FRE 702 Testimony by Experts – witness qualified as an expert by knowledge, skill, experience, training, or education, may testify thereto in form of an opinion or otherwise, if

1) if testimony is based on sufficient facts or data.

2) if testimony is the product of reliable principles and methods.

3) witness has applied principles and methods reliably to facts of case.

 

witness w/experience smoking marijuana allowed to testify that drug came from Colombia, not home grown. United States v. Johnson

-          whether witness qualification as an expert is necessary

o        FRE 701 – more of a helpfulness standard rather than an expertise standard like FRE 702

 

two reasons to exercise care w/resp. to expert witnesses. Jinro America v. Secure Investments

-          entitles witness to introduce hearsay information, to couch his observations as opinions rather than first hand knowledge of fact

-          opinion of expert is likely to carry special weight w/jury

-          out

 

Bases for Expert Testimony

FRE 703 Bases of Opinion Testimony by Experts – facts or data upon which expert bases an opinion or inference may be those perceived by or made known to the expert at or before the hearing[11]

-          underlying facts upon which opinion relies are not admissible by default

o        unless – probative value in assisting jury to evaluate expert's opinion substantially outweighs their prejudicial effect[12]

 

FRE 704 Opinion on Ultimate Issue

FRE 705 Disclosure of Facts or Data Underlying Expert Opinion

 

FRE 706 Court Appointed Experts

 

Appropriate Topics of Expert Testimony

FRE 702

FRE 704

 

 

Hugh v. Jacobs

 

State v. Batangan

 

United States v. Hines

 



[1] importantly, the Arizona Supreme Court holds that the fact and cause of death are always relevant to a murder case; thus, photos of the deceased will always be relevant, even though photos will not have any tendency to make existence of fact that is of consequence to determination of action more or less probable than w/o the evidence. Photos of deceased in a murder case have no tendency to make fact of deceased's death more or less probable than w/o the photos

[2] example – where Δ on stand claims self-defense, evidence of failure to claim self-defense at any point prior to trial may be used to impeach, i.e., show that Δ is lying.

[3] ask whether statement is being offered against person who made it.

[4] ask whether by silence in response to assertion, party has adopted assertion as its own.

[5] a seemingly circular result here – evidence is used to determine whether the same evidence is admissible

[6] under these rules – probably, as of State v. Smith, refers to FRE 403, FRE 404, and FRE 608

[7] at common law – one vouched for their witness; proponent of witness could not question their credibility; this has long since been  abandoned in most jurisdictions; calling a witness these days establishes nothing about proponent's opinion of witness; FRE 611 – if proponent calls a witness whom they intend to discredit, permission of the court must be granted

[8] I know the person and have a good opinion for person's reputation for truthfulness

[9] relevant to person's propensity for truthfulness

[10] common law background to FRE 609 – originally – convicted felons not allowed to testify; later – could testify, but not under oath; later – convicted felons can take the stand, under oath, but be confronted with their past criminal record

 

[11]common law – could only testify to opinion based on first hand knowledge or facts in the record

[12] prejudicial effect – underlying fact may be used substantively