State v. Kenneth Erickson , 377 Mont. 84 ( 2014 )


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  •                                                                                          November 18 2014
    DA 13-0312
    Case Number: DA 13-0312
    IN THE SUPREME COURT OF THE STATE OF MONTANA
    
    2014 MT 304
    STATE OF MONTANA,
    Plaintiff and Appellee,
    v.
    KENNETH A. ERICKSON,
    Defendant and Appellant.
    APPEAL FROM:            District Court of the Twelfth Judicial District,
    In and For the County of Hill, Cause No. DC 11-023
    Honorable Daniel A. Boucher, Presiding Judge
    COUNSEL OF RECORD:
    For Appellant:
    Kenneth R. Olson, Olson Law Office, P.C., Great Falls, Montana
    For Appellee:
    Timothy C. Fox, Montana Attorney General, Jonathan M. Krauss,
    Assistant Attorney General, Helena, Montana
    Gina Dahl, Hill County Attorney, Havre, Montana
    Submitted on Briefs: July 23, 2014
    Decided: November 18, 2014
    Filed:
    __________________________________________
    Clerk
    Justice Laurie McKinnon delivered the Opinion of the Court.
    ¶1    The State charged Kenneth Erickson in the Twelfth Judicial District Court, Hill
    County, with aggravated assault or, in the alternative, criminal endangerment. Erickson
    gave notice that he would rely on the affirmative defense of justifiable use of force. A
    three-day jury trial was held in February 2013. At the close of the State’s case-in-chief,
    Erickson moved to dismiss on the ground that the State had not presented sufficient
    evidence to prove that he was not justified in his use of force. The District Court denied
    the motion. The jury ultimately found Erickson guilty of criminal endangerment and not
    guilty of aggravated assault. He now appeals, raising two issues:
    Issue 1:   Whether the State presented sufficient evidence to prove that Erickson
    was not justified in his use of force.
    Issue 2:   Whether the District Court abused its discretion in giving the jury an
    “aggressor” instruction pursuant to § 45-3-105(2)(a), MCA.
    We affirm as to both issues.
    BACKGROUND
    ¶2    The charges against Erickson arose out of an altercation he had with Gene Johnson
    in the parking lot outside the Golden Spike Bar in Havre at approximately 1:00 a.m. on
    April 23, 2011. The altercation ended when Erickson struck Johnson in the face with a
    single punch, causing Johnson to fall to the pavement and hit the back of his head. At the
    time, Johnson was 34 years old, six feet, two inches tall, and roughly 185 pounds.
    Erickson was 47 years old, five feet, seven inches tall, and 145 pounds. Erickson claimed
    that he acted in self-defense; however, he, Johnson, and other witnesses gave varying
    accounts as to how the altercation unfolded.
    2
    ¶3     William McDaniel testified that he and a friend had just arrived at the bar when he
    noticed two men (Erickson and Johnson) outside near the side door. The men were “right
    up in each other’s face, . . . just cursing back and forth.” McDaniel estimated that he
    witnessed about ten seconds of the incident. He saw Johnson put his hands in his pockets
    and turn his head, as though he was backing down. At that point, Erickson struck
    Johnson, and Johnson fell to the ground. McDaniel did not notice either of the men
    shoving each other, and he did not believe that Johnson physically threatened Erickson.
    In McDaniel’s view, Johnson did not expect to be punched.
    ¶4     Stefan Johnson (unrelated to the victim, Gene Johnson) testified that he arrived at
    the bar with McDaniel and witnessed roughly 20 seconds of the altercation. Stefan saw
    Erickson and Johnson “in each other’s faces” arguing. Erickson seemed more excited or
    angry than Johnson. Stefan did not notice any pushing or shoving. He recalled that
    Johnson’s hands were down at his side when the punch occurred. Stefan testified that
    Johnson did not appear to have a threatening demeanor. Based on what he saw, Stefan
    did not believe that Erickson acted in self-defense.
    ¶5     Tyler Sheppard and his brother Scott Sheppard were outside the bar that evening.
    Tyler testified that he observed Johnson come out of the bar, with Erickson right behind
    him. The two men began arguing and “getting in each other’s faces” near the side door.
    Tyler saw Erickson push Johnson, but he did not see Johnson push back. Tyler did not
    see Johnson make any aggressive movements. Tyler observed that Johnson’s hands were
    in his pockets and that he “was kind of shrugging his shoulders” and “blowing [Erickson]
    off.” It seemed Johnson did not expect things to escalate. Nevertheless, Erickson then
    3
    punched Johnson, who “looked like he was out as soon as he got hit.” Erickson seemed
    concerned and attempted to revive Johnson. Tyler estimated that the altercation lasted a
    minute or two. On cross-examination, he admitted that he had not heard all that Erickson
    and Johnson said and, thus, it was possible that Johnson threatened Erickson during the
    altercation. Tyler noted, however, that “neither one of them [seemed] really scared.”
    ¶6     Scott Sheppard testified that he saw Johnson back out the door of the bar with
    Erickson following close behind. It appeared to him that Erickson and Johnson may have
    exchanged words inside the bar. Given the crowd and the loud music, Scott could not
    hear what the two men were saying, but it seemed from their body language that they
    were arguing. They were “bumping chests” and getting “in each other’s face.” Scott
    testified that Erickson shoved Johnson just before punching him. Johnson’s hands were
    in his pockets and he did not block or deflect the punch.
    ¶7     Tony Smith also witnessed the incident. When he first saw Erickson and Johnson,
    they were already engaged in a verbal confrontation with “a lot of swearing.” He saw
    Johnson poke Erickson in the chest and Erickson push back. Then a “shoving match
    back and forth” ensued. Smith thought both men were acting “quite aggressive.” There
    was “sort of a break in the action”—it became more verbal than physical—just before the
    punch occurred. Smith heard Erickson say, “I’m going to knock you out.” He testified
    that Johnson’s hands were at his side when Erickson punched him.
    ¶8     Beth Hannah, Johnson’s girlfriend at the time, testified that she and Johnson were
    out with friends earlier that evening and saw Erickson while at two other bars. Although
    Johnson did not interact with Erickson at either of these establishments, he “wasn’t very
    4
    thrilled” to see Erickson. Hannah explained that Johnson had previously been charged
    with driving under the influence, and he believed this was due to a false report that
    Erickson had given the police. Nevertheless, Hannah testified that Johnson did not react
    angrily when he saw Erickson that evening. She stated that he was in “a really good
    mood.” Hannah further testified that she provided care for Johnson after his release from
    the hospital. She discussed the extent of his injuries. He suffered a subdural hematoma
    and partial brain damage. He also suffered some hearing loss, and his memory, cognitive
    and verbal skills, and impulse control have been diminished. He has suffered seizures,
    which are being treated with medication. One side of his face is “completely slack.” He
    is volatile and easily angered, which was not his disposition prior to the altercation.
    ¶9     Johnson testified at trial. He stated that it was difficult to remember all of the
    details of the altercation with Erickson. What he could remember is that he went to the
    Golden Spike with friends and sat at the far end of the bar. He had a couple of beers and
    then went outside to smoke a cigarette. He recalled seeing Erickson outside and, at some
    point, saying: “Well, what are you going to do? That’s what I thought. Nothing.” He
    remembered having his hands in his pockets and turning away from Erickson. The next
    thing he remembered is waking up in the hospital. Under cross-examination, Johnson
    acknowledged that, before the altercation, he had ill feelings toward Erickson because of
    the DUI charge. But he denied being angry or holding a grudge against Erickson.
    ¶10    Sergeant Mike Labaty of the Havre Police Department testified that he was
    dispatched to the bar at 1:24 a.m. and arrived a few minutes later. Labaty photographed
    the scene and obtained initial statements from several witnesses. He and a second officer
    5
    searched in and around the bar but were unable to locate Erickson, who had already left.
    Labaty then proceeded to the hospital, where Johnson had been transported.
    ¶11   Meanwhile, Erickson telephoned the police station at around 2:00 a.m. Labaty
    returned the call at around 3:00 a.m. Labaty and Erickson again spoke by telephone at
    3:45 p.m. later that day. Recordings of the conversations were played for the jury during
    Labaty’s testimony. In the first call, Erickson alleged that Johnson had “harassed” him
    and was “being a dickhead.” Erickson claimed he had no idea what they were arguing
    about. He stated that Johnson pushed him, that he “pushed” Johnson back, and that
    Johnson tripped, fell, and hit his head. He made no mention of punching Johnson; he
    implied that Johnson’s fall was accidental.     He also did not state that he had felt
    threatened by Johnson. He admitted leaving the scene, but explained that he was scared
    in light of Johnson’s injury. In the second call, Erickson stated that he had spoken with
    an attorney who had advised him not to give any further statements.          He did say,
    however, that he believed he had acted in self-defense.
    ¶12   In the days following the altercation, Labaty and other officers obtained follow-up
    statements from nine individuals. Labaty testified that not a single witness stated that
    Johnson had attempted to hit or strike Erickson. On cross-examination, defense counsel
    asked Labaty: “[I]f somebody’s harassing and harassing you and shoving you and being a
    dickhead to you, wouldn’t that imply to you that the person is acting in a threatening
    way?” Labaty declined to “imply” anything, but he did note that, in these types of cases,
    people typically mention right away that they were trying to defend themselves. Erickson
    had not done that here.
    6
    ¶13    Also on cross-examination, defense counsel challenged the adequacy of Labaty’s
    investigation. In particular, counsel focused on what Labaty had, or had not, done to
    investigate Erickson’s self-defense claim. Labaty noted that he had been precluded from
    obtaining further details about this claim from Erickson himself, given Erickson’s refusal
    to talk to him. But Labaty indicated that he did obtain information from two witnesses
    potentially supporting Erickson’s claim.    First, Chalon Kinholt reported that he had
    witnessed the altercation and heard Johnson tell Erickson, “I’m going to kick your ass.”
    Second, Hannah told Labaty about Johnson’s belief that Erickson had reported him for
    DUI—which could have been a motive for Johnson to confront Erickson. Nevertheless,
    defense counsel faulted Labaty for not conducting further interviews and investigations,
    and suggested that because Labaty had not done “a thorough and complete investigation
    into the issues of self-defense in this case,” the State “has not and cannot prove beyond a
    reasonable doubt that Kenneth Erickson was not acting legally to defend himself that
    evening.” This remark drew an objection from the prosecutor, which the court sustained.
    ¶14    At the close of the State’s case-in-chief, which consisted of testimony from the
    foregoing witnesses, Erickson moved to dismiss for insufficient evidence. Of relevance
    to this appeal, he argued that the State had not met its burden under § 46-16-131, MCA,
    of proving that Erickson’s actions were unjustified. The court denied the motion.
    ¶15    Erickson called Kinholt as his first witness. Kinholt testified that on the night of
    the altercation, he received a call from Erickson shortly before 1:00 a.m. inviting him to
    the Golden Spike for beers. Upon arriving, Kinholt saw Erickson and Johnson in “some
    kind of confrontation.” They were standing a couple feet apart, yelling at each other.
    7
    According to Kinholt, Johnson seemed “enraged” and was making “angry motions” with
    his hands. Kinholt stated that he heard Johnson tell Erickson, “I’m going to kick your
    [expletive] ass.” Kinholt went over “to try and stop it” but was pulled back by Tyler
    Sheppard.1 Kinholt testified that Johnson and Erickson shoved each other several times.
    He further testified, contrary to every other witness, that Johnson then came at Erickson
    with his fists in the air, at which point Erickson punched Johnson in the face.                 In
    Kinholt’s view, Erickson acted in self-defense. Kinholt stated that he (Kinholt) provided
    aid by holding Johnson’s head up off the pavement until EMTs arrived and that he later
    spoke with officers inside the bar. During the State’s rebuttal, however, Labaty testified
    that a different individual was holding Johnson’s head when EMTs arrived and that he
    did not see Kinholt (whom Labaty knew) anywhere at the scene that night.
    ¶16    Erickson next called his former brother-in-law, Tim Munyan, who was acquainted
    with Johnson. Munyan testified that about six months before the altercation, Johnson
    stated that he believed Erickson had reported him to the police, causing him to be charged
    with DUI. According to Munyan, Johnson referred to Erickson as a “son of a bitch.”
    Munyan further testified that about two months before the altercation, Johnson told
    Munyan: “I will catch that son of a bitch and kick his ass.” Concerned that Johnson
    would carry out this threat, Munyan warned Erickson “to really watch himself.” In
    response, Erickson told Munyan that he did not know Johnson and that he knew nothing
    about the DUI incident.
    1
    Tyler testified about this earlier in the trial, explaining that it appeared Kinholt “was
    going to jump in” to the fray and “start swinging.” Tyler thus pulled Kinholt back, stating: “Hey,
    I think they’re just talking. Let them sort it out.”
    8
    ¶17    Erickson also called John Stevenson, who had been at the Golden Spike with him
    on the night in question. Stevenson was inside the bar during the altercation and thus did
    not witness it. Stevenson testified that Erickson went outside for about five minutes and
    appeared “distraught” when he returned. Erickson said they needed to leave because he
    had been in a fight and punched a guy. Erickson stated that the guy (Johnson) was very
    aggressive and twice his size. Erickson told Stevenson, “I felt like I had to strike first.”
    ¶18    Erickson testified in his own defense. He explained that it had been hot inside the
    bar and so he went outside to cool off. He testified that he walked five to ten steps out
    the door, and “[t]he next thing I know some guy is standing over top of me calling me a
    prick and an asshole.” Erickson assumed this was a disgruntled car owner whose vehicle
    had been towed by Erickson’s towing company at law enforcement’s behest. According
    to Erickson, the man (Johnson) was drunk, angry, and belligerent and stated: “I’m going
    to kick your ass.” Erickson testified that he tried to talk his way out of the situation, but
    Johnson would not back down. Erickson admitted threatening Johnson: “Leave me alone
    or I’m going to knock you out.” The two men shoved each other several times, and then
    Erickson decided “to pop [Johnson] in the nose,” “water his eyes,” and “get the hell out”
    of there. Erickson proceeded to punch Johnson, causing him to fall to the ground. He
    believed that the entire altercation lasted two to three minutes and that the time from
    when the pushing started to when he threw the punch was about 20 seconds. He testified
    that he believed it was necessary to use force against Johnson because “I was afraid I was
    going to get my ass kicked.”
    9
    ¶19    The jury found Erickson not guilty of aggravated assault and the lesser included
    offense of assault, but guilty of criminal endangerment. The District Court deferred
    imposition of sentence for a period of six years, subject to various conditions. The court
    also ordered Erickson to pay restitution of $324,215.31, most of which was attributable to
    Johnson’s medical expenses.
    STANDARDS OF REVIEW
    ¶20    At the close of the prosecution’s evidence or at the close of all the evidence, the
    defendant may move to dismiss the action on the ground that the evidence is insufficient
    to support a finding or verdict of guilty. Section 46-16-403, MCA. A motion to dismiss
    for insufficient evidence is appropriate only if, viewing the evidence in the light most
    favorable to the prosecution, there is not sufficient evidence upon which a rational trier of
    fact could find the essential elements of the crime beyond a reasonable doubt. State v.
    Rosling, 
    2008 MT 62
    , ¶ 35, 
    342 Mont. 1
    , 
    180 P.3d 1102
    . We review the denial of a
    motion to dismiss for insufficient evidence de novo. Rosling, ¶ 33.
    ¶21    A district court has broad discretion when it instructs the jury, and we thus review
    a district court’s decision regarding jury instructions for abuse of discretion. State v.
    Bieber, 
    2007 MT 262
    , ¶ 22, 
    339 Mont. 309
    , 
    170 P.3d 444
    . A district court’s discretion is
    restricted, however, by the overriding principle that the instructions, as a whole, must
    fully and fairly instruct the jury on the law applicable to the case. State v. Hovey, 
    2011 MT 3
    , ¶ 10, 
    359 Mont. 100
    , 
    248 P.3d 303
    ; Bieber, ¶ 22.
    10
    DISCUSSION
    ¶22    Issue 1: Whether the State presented sufficient evidence to prove that Erickson
    was not justified in his use of force.
    ¶23    Erickson was convicted of criminal endangerment, which is defined as follows:
    “A person who knowingly engages in conduct that creates a substantial risk of death or
    serious bodily injury to another commits the offense of criminal endangerment.” Section
    45-5-207(1), MCA. The parties stipulated that the injuries suffered by Johnson constitute
    “serious bodily injury.” The issue was whether Erickson knowingly engaged in conduct
    that created a substantial risk of such injuries. The State argued that Erickson did so by
    initiating a verbal confrontation with Johnson outside a bar on an asphalt parking lot, and
    then escalating it into a physical altercation during which he struck Johnson in the face
    with a closed fist, causing Johnson to fall back and hit his head on the ground.
    ¶24    Erickson relied on the affirmative defense of justifiable use of force, which is set
    forth in Title 45, chapter 3, part 1, MCA. Pursuant to § 45-3-102, MCA, a person is
    justified in the use of force when and to the extent he reasonably believes that such
    conduct is necessary to defend himself against the imminent use of unlawful force by
    another person. However, the person is justified in the use of force that is likely to cause
    death or serious bodily harm only if he reasonably believes that such force is necessary to
    prevent imminent death or serious bodily harm to himself or to prevent the commission
    of a forcible felony. Section 45-3-102, MCA.
    ¶25    The State must prove the elements of an offense beyond a reasonable doubt. State
    v. Daniels, 
    2011 MT 278
    , ¶ 33, 
    362 Mont. 426
    , 
    265 P.3d 623
    . Prior to 2009, the State
    11
    was not required to prove the absence of justification. Daniels, ¶ 13. In 2009, however,
    the Legislature enacted legislation designed to shift the burden to the State to prove the
    absence of justification in self-defense claims. Daniels, ¶ 14. Section 46-16-131, MCA,
    states: “In a criminal trial, when the defendant has offered evidence of justifiable use of
    force, the state has the burden of proving beyond a reasonable doubt that the defendant’s
    actions were not justified.” Justifiable use of force is still an affirmative defense—which
    we have defined as one that admits the doing of the act charged, but seeks to justify,
    excuse, or mitigate it—and the initial burden of evidence production is still on the
    defendant. Daniels, ¶ 15; §§ 45-3-115, 46-16-131, MCA. But if the defendant offers
    evidence of justifiable use of force, then the ultimate burden of proof shifts to the State.
    Daniels, ¶ 15; § 46-16-131, MCA. The State concedes in the present appeal that the
    burden was shifted to the prosecution in this case.
    ¶26    Erickson contends that the State did not meet its burden of proving beyond a
    reasonable doubt that his actions were not justified. He argues two theories, one focused
    on Sergeant Labaty’s investigation and the other focused on the evidence. As to the first
    theory, Erickson relies on § 45-3-112, MCA (also enacted in 2009), which states: “When
    an investigation is conducted by a peace officer of an incident that appears to have or is
    alleged to have involved justifiable use of force, the investigation must be conducted so
    as to disclose all evidence, including testimony concerning the alleged offense and that
    might support the apparent or alleged justifiable use of force.” Erickson asserts that
    Labaty failed to comply with this statute because he did not interview certain witnesses,
    did not re-interview other witnesses, and did not investigate all “self-defense issues” in
    12
    the case, such as Johnson’s medical history and how intoxicated he and Erickson were
    that night. Erickson argues that if Labaty had investigated these matters, he would have
    realized that Johnson was the initial aggressor and that Erickson acted in self-defense.
    Erickson suggests (as reflected in his questioning of Labaty at trial) that Labaty’s alleged
    failure to conduct “a thorough and complete investigation into the issues of self-defense
    in this case” means that the State cannot prove beyond a reasonable doubt that Erickson’s
    actions were unjustified. We reject this argument for two reasons.
    ¶27    First, four months prior to Erickson’s trial, this Court analyzed § 45-3-112, MCA,
    and concluded that nothing in the language of the statute requires law enforcement to
    conduct an independent investigation for the defense in every case involving justifiable
    use of force. We held that the statute requires an officer conducting an investigation in
    such cases to make available for disclosure to the defense all evidence the officer
    discovers that might support the defense of justifiable use of force. State v. Cooksey,
    
    2012 MT 226
    , ¶¶ 33-38, 
    366 Mont. 346
    , 
    286 P.3d 1174
    . Nothing in the record here
    indicates that Labaty failed to make available for disclosure to Erickson all evidence he
    discovered during his investigation. Second, even if Labaty could have conducted more
    interviews and uncovered more evidence, as Erickson alleges, this does not mean that the
    evidence which Labaty did uncover and which the State ultimately did present at trial was
    insufficient as a matter of law. As the State correctly points out, the issue is not whether
    some hypothetical investigation would have turned up more evidence of Erickson’s
    defense. It is whether the evidence that law enforcement did find and that the State did
    present was itself sufficient to avoid dismissal.
    13
    ¶28    This leads to Erickson’s second theory, which is that the evidence at trial supports
    his position rather than the State’s. He argues that the evidence proved the following:
    Johnson believed Erickson had caused him to be charged with DUI; Johnson angrily
    confronted Erickson about this issue; Johnson was substantially younger and bigger than
    Erickson; Johnson was belligerent, threatening, and apparently drunk; Johnson subjected
    Erickson to profane name-calling, threats, and insulting and provoking shoves; Erickson
    reasonably believed that Johnson was intent on carrying out his stated threat “to kick
    [Erickson’s] ass”; Erickson feared Johnson would do so imminently; he punched Johnson
    in response to the imminent threat that he perceived; and he used the amount of force he
    reasonably believed was necessary to defend himself. It is true that this version of the
    altercation is one possible interpretation of the evidence. But, again, the issue here is not
    whether there is evidence sufficient to support a finding favorable to the defendant. Cf.
    State v. Weigand, 
    2005 MT 201
    , ¶ 7, 
    328 Mont. 198
    , 
    119 P.3d 74
    . It is whether, viewing
    the evidence in the light most favorable to the prosecution, there is sufficient evidence
    upon which a rational trier of fact could find, beyond a reasonable doubt, that the
    defendant’s actions were not justified. Rosling, ¶ 35; § 46-16-131, MCA.
    ¶29    Because Erickson’s argument is that the District Court should have granted his
    mid-trial motion to dismiss made at the close of the State’s case-in-chief, our focus is on
    the evidence presented in the State’s case-in-chief. In this regard, although some of the
    testimony was conflicting, the existence of conflicting testimony does not render the
    evidence insufficient. State v. Wood, 
    2008 MT 298
    , ¶ 43, 
    345 Mont. 487
    , 
    191 P.3d 463
    .
    Determinations of the credibility and the weight of testimony are within the exclusive
    14
    province of the jury, Wood, ¶ 43, and the jurors here were so instructed. They were also
    instructed that “[t]he evidence presented by one witness, whom you believe, is sufficient
    for the proof of any fact in this case.”
    ¶30    The testimony of the State’s witnesses, if believed, would establish the following.
    The altercation lasted about a minute, perhaps two. Johnson walked out of the bar first,
    with Erickson pursuing close behind. An argument ensued, during which the men were
    “in each other’s faces.” Erickson seemed more excited or angry than Johnson. Johnson
    did not have a threatening demeanor and made no aggressive movements. He shrugged
    his shoulders and appeared to be “blowing [Erickson] off.” Johnson’s conduct did not
    suggest any escalation. Nevertheless, Erickson shoved Johnson and told him, “I’m going
    to knock you out.” Erickson then punched Johnson in the face. At that point, Johnson’s
    hands were in his pockets or at his side, and he was turning away. When Erickson first
    spoke with Sergeant Labaty that night, he made no mention of feeling threatened by
    Johnson or acting in self-defense. He claimed only that Johnson had harassed him and
    was being “a dickhead,” and he characterized Johnson’s fall as accidental.
    ¶31    Viewing the testimony in the light most favorable to the prosecution, we conclude
    that there was sufficient evidence upon which a rational trier of fact could find, beyond a
    reasonable doubt, Erickson was unreasonable in believing that there was an imminent use
    of unlawful force by Johnson and that the force Erickson used was necessary to prevent
    imminent death or serious bodily harm to himself. Section 45-3-102, MCA. The District
    Court did not err in denying his motion to dismiss.
    15
    ¶32    Issue 2: Whether the District Court abused its discretion in giving the jury an
    “aggressor” instruction pursuant to § 45-3-105(2), MCA.
    ¶33    Following the close of all the evidence, the District Court gave the jury several
    instructions relating to justifiable use of force. Included in these was Instruction No. 27:
    The use of force in defense of a person is not available to a person
    who purposely or knowingly provokes the use of force against himself
    unless such force is so great that he reasonably believes that he is in
    imminent danger of death or serious bodily harm and that he has exhausted
    every reasonable means to escape such danger other than the use of force
    which is likely to cause death or serious bodily harm to the assailant.
    This is a nearly verbatim recitation of § 45-3-105(2)(a), MCA, which concerns “[u]se of
    force by aggressor.” Erickson objected to this instruction on the basis that he was not the
    aggressor. In response, the State argued that conflicting testimony had been presented
    about who was the initiator or provoker of the altercation. The District Court agreed and
    overruled Erickson’s objection.
    ¶34    On appeal, Erickson again argues that the District Court should not have given
    Instruction No. 27 because “it allowed the jury to conclude that [he] was the aggressor.”
    He asserts the evidence “clearly establishes” that Johnson, not Erickson, “provoked the
    confrontation herein.” The State responds that there was testimony from eyewitnesses
    indicating that Erickson was the aggressor and, thus, Instruction No. 27 was necessary to
    fully and fairly instruct the jury on the applicable law. We agree with the State.
    ¶35    The trial judge is under a duty to instruct the jury on every issue or theory finding
    support in the evidence, and this duty is discharged by giving instructions which
    accurately and correctly state the law applicable in a case. State v. Robbins, 
    1998 MT 297
    , ¶ 36, 
    292 Mont. 23
    , 
    971 P.2d 359
    , overruled on other grounds by State v. LaMere,
    16
    
    2000 MT 45
    , ¶¶ 25, 61, 
    298 Mont. 358
    , 
    2 P.3d 204
    . An instruction must be supported
    either by direct evidence or by some logical inference from the evidence presented. State
    v. Hudson, 
    2005 MT 142
    , ¶ 17, 
    327 Mont. 286
    , 
    114 P.3d 210
    . Based on the testimony
    discussed above, there was sufficient evidence for the jury to infer that Erickson was the
    aggressor. The testimony, if believed, established that he pursued Johnson from the bar,
    and may have approached Johnson from behind. The testimony further establishes that
    Johnson did not have a threatening demeanor and made no aggressive movements; that
    Johnson had his hands in his pockets or at this sides; that Erickson shoved Johnson and
    then punched him; and that Erickson, by his own admission, “felt like [he] had to strike
    first.” A rational trier of fact could find from this evidence that Erickson purposely or
    knowingly provoked Johnson. Section 45-3-105(2)(a), MCA. We conclude, therefore,
    that the District Court did not abuse its discretion in giving Instruction No. 27.
    ¶36    Affirmed.
    /S/ LAURIE McKINNON
    We Concur:
    /S/ BETH BAKER
    /S/ PATRICIA COTTER
    /S/ JAMES JEREMIAH SHEA
    /S/ MICHAEL E WHEAT
    17