Wallace v. State

Decision Date30 September 1981
Docket NumberNo. 678S101,678S101
Citation426 N.E.2d 34
PartiesRosetta WALLACE, Appellant (Defendant Below), v. STATE of Indiana, Appellee (Plaintiff Below).
CourtIndiana Supreme Court

Charles L. Berger, Evansville, for appellant.

Theodore L. Sendak, Atty. Gen., Robert J. Black, Deputy Atty. Gen., Indianapolis, for appellee.

PRENTICE, Justice.

Defendant (Appellant) was convicted of Murder in the First Degree, Ind. Code § 35-13-4-1 (Burns 1975), and sentenced to life imprisonment. For the reasons stated below, we reverse and remand for a new trial.

The evidence viewed in the light most favorable to the State, discloses that the defendant conspired with Floyd Shelby to murder her husband, Ben Wallace. Shelby, in turn, hired one Marvin Johnson to perform the act for two thousand dollars ($2,000.), payment to be made when the defendant received the proceeds from an insurance policy upon her husband's life.

On March 17, 1975, Shelby and Johnson went to a house where Ben Wallace was working. Shelby struck Wallace with a crowbar, and gave Johnson a .25 caliber automatic with which to kill him. The gun jammed, however, when Johnson attempted to fire it, whereupon he returned it to Shelby, who cocked it and proceeded to shoot Wallace three times, which caused his death.

In the middle of deliberation, the jury foreman advised the trial court that the jurors wanted to know what "competency of witnesses" and "reasonable doubt" meant. Over the defendant's objection, the trial court gave an additional instruction, number 17, in writing:

"All witnesses who have testified in this case are presumed to be competent. However, their credibility is a matter for the jury to determine based on all the evidence in light of the other instructions."

When the jury indicates that it has a problem in its deliberations concerning an issue of law, the trial court should reread the instructions without further comment. Cameron v. State, (1979) Ind., 383 N.E.2d 1039, 1041; Brannum v. State, (1977) 267 Ind. 51, 57, 366 N.E.2d 1180, 1184; Woods v. State, (1974) 159 Ind.App. 92, 97, 304 N.E.2d 817, 820. We held in Brannum that the giving of a special instruction on a particular issue tends to emphasize that issue as being of primary importance. It also tends to tell the jury what it ought to do with respect to that issue. A trial court may not give the jury directions through its instructions. Sater v. State, (1877) 56 Ind. 378, 382; Albin v. State, (1878) 63 Ind. 598. Further, Ind.Code § 35-1-35-1 (Burns 1975) provides that all instructions are to be reduced to writing by the court and indication given by him to all the parties prior to the commencement of argument, that these are the instructions to be given to the jury. The statute further provides that in no case shall any of the instructions be orally qualified, modified, or in any manner orally explained to the jury. The trial court should have responded to the foreman's request for clarification by rereading all the final instructions without further comment. The For purposes of the retrial, we address the following issues raised by the appeal:

defendant's objection to the giving of Instruction Number 17 should have been sustained. See Lewis v. State, (1981) Ind., 424 N.E.2d 107.

(1) Whether the trial court erred in overruling the defendant's motion to exclude the testimony of Leola Copeland.

(2) Whether the trial court erred in its ruling with respect to the defendant's motion concerning the alibi notice statute.

(3) Whether the trial court erred in admitting the testimony of Marvin Johnson.

(4) Whether the trial court erred in granting the State's petition to compel the testimony of Marvin Johnson.

(5) Whether the trial court erred in admitting evidence of a conspiracy.

ISSUE I

The defendant moved to exclude the testimony of her sister, Leola Copeland, upon grounds of her insanity, Ind.Code 34-1-14-5 (Burns 1973). An evidentiary hearing was had thereon, outside the presence of the jury, and the motion was overruled. Over objection, Leola related a conversation that she had had with the defendant. Leola, at the time of the conversation, was living in the Wallace household. In the middle of the night, Ben had been shot in the leg, while he slept. Several days later the defendant told Leola that, "They didn't get him there but they will get him 'cause they are going right over there where he works at. They'll get him there." The witness also related that the defendant had further stated at that time that if she did not kill Ben, Ben was going to kill her, and that about a month after Ben's death, the defendant told Leola that she had paid Shelby four thousand dollars ($4,000.) for killing Ben.

At the time of trial Leola was a patient at the Evansville State Hospital. She suffered from paranoid Schizophrenia, a chronic mental illness characterized by delusions and odd or nonconforming behavior. At the hearing to determine the competency of Leola to testify, various experts who had examined Leola testified. An expert witness, Dr. Mittelman, related her history of mental illness and that while she was hospitalized she was given medication, psychotropic drugs, to control the intensity of her delusions. The delusions had been directed at the defendant, whom Leola believed was responsible for her commitments to the State Hospital and whom Leola believed intended to kill her. Leola was under such treatment at the times of the above mentioned conversations.

Dr. Mittelman further testified that Leola had a good memory of the events that had occurred in 1975 and 1976, but had stated that her birthdate was June 7, 1929, when it was actually June 30, 1914. She had also expressed some concern and reluctance about testifying against her sister. During his examination of her, Leola related her sister's aforementioned disclosures in a casual fashion. He expressed the opinion that Leola's memory of her sister's disclosures had not been affected by the delusions, however, he admitted having some reservations concerning such opinion.

"A. I am saying this because I feel that ordinarily speaking if I have some paranoid ideas about somebody else and I would have to reproduce a conversation that I had that would incriminate this particular person I would expect that my delusions would color this and I might color my statement and yet as I said before my own personal impression and professional impression is that whatever she said was fairly accurate and reliable. This might not help you."

Dr. Peduck testified about Leola's contact with reality on December 5, 1977, the day before the competency hearing. On cross-examination Dr. Peduck stated:

"XQ In your conversation do you have an opinion as to know whether she would understand it is to tell the truth and to lie?

"A That is too special a question but I think if she has been repeating repeatedly what she has said I am sure that she knows what she is talking about.

"XQ From your interview with her yesterday do you think she has the ability to understand what the obligations to tell the truth would be?

"A In her state of mind yesterday I think so."

Dr. Denzer, added nothing to defendant's claim. On cross-examination he related Leola's condition when he examined her the day before. Her recollection of the past had been good. He believed that she understood what it meant to tell the truth.

The defendant's next witness, Dr. Allen, had performed an evaluation of Leola upon her initial admission to the Evansville State Hospital in February, 1974.

"Q Would you have any opinion as to Leola Copeland's ability at that time to be able to perceive events around her?

"A Well, obviously, she did perceive events around her but whether she fully understand them or not.

"Q I believe you testified she had problems with memory.

"A Yes, at the time I saw her I thought she had gross memory deficits and was unable to recall past events."

On cross-examination Dr. Allen testified that he could not tell what Leola's ability to recollect events had been at the time of her conversations with the defendant or thereafter.

Dr. McCoy, testified about Leola's condition at the time she had been at the Welborn Memorial Baptist Hospital for seventeen (17) days in September, 1976. He offered no opinion about Leola's condition in March, 1975, the time of Ben's murder, and no opinion about Leola's condition at the time of the hearing.

The State called Thursel Lundy, who lived in the defendant's house at the time that Leola was there in 1975. He testified that Leola's behavior was then normal.

The defendant then called her seventeen (17) year old daughter, Aleschia Wallace, who testified that when Leola lived in the defendant's house, she frequently spoke of demons and evil spirits and that she walked around in a daze.

Finally, the State called Leola Copeland. She related her life story and then testified as follows:

"Q Do you believe in God?

"A I believe in God.

"Q Do you know what it means to tell the truth?

"A I certainly do.

"Q Do you know what an oath is?

"A Yes.

"Q What is an oath?

"A An oath is when you, you are under oath when you come into Court Room. They put you under oath.

"Q Do you know what happens if you don't tell the truth when you are under oath?

"A Yes.

"Q Can you explain what happens?

"A Send you to prison.

"Q Do you have any feelings about coming here and testifying today?

"A Yes.

"Q Is it difficult in any way for you to do this?

"A I don't know if it is difficult but I just hated to have to come to do it.

"Q Can you explain why, please?

"A Because she is my sister and I hate for anything to happen to her.

"Q Nonetheless, you promise to tell the truth to us?

"A Yes."

On cross-examination Leola discussed her conversation with God, the last one being in 1972, and that the devil talks to everyone everyday.

On recross-examination she admitted that a long time ago she had seen a demon dressed like a mummy.

"It is the general rule...

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