Michael Alan Hodges v. State ( 2016 )

In The
Court of Appeals
Sixth Appellate District of Texas at Texarkana
No. 06-16-00067-CR
MICHAEL ALAN HODGES, Appellant
V.
THE STATE OF TEXAS, Appellee
On Appeal from the 54th District Court
McLennan County, Texas
Trial Court No. 2014-1486-C2
Before Morriss, C.J., Moseley and Burgess, JJ.
Memorandum Opinion by Justice Moseley
MEMORANDUM OPINION
A jury convicted Michael Alan Hodges of two counts of aggravated assault with a deadly
weapon, found true the State’s two enhancement allegations, and sentenced Hodges to twenty-five
years’ imprisonment on each count. On appeal,1 Hodges argues that the trial court erred in failing
to properly instruct the jury on the issue of self-defense against multiple assailants. We find that
Hodges was not egregiously harmed by the omission of a multiple-assailant instruction.
Accordingly, we affirm the trial court’s judgment.
I. Factual Background
A. Testimony from the Victims
The State alleged that Hodges assaulted Mark Cashaw and Anthony Scott with a knife. At
trial, the jury heard testimony from Cashaw, who was the manager of the Lacy Lakeview
apartments where Hodges resided and where the assaults occurred. Cashaw testified that he and
Scott encountered Hodges in the parking lot of the apartment complex during their walk back from
a nearby convenience store. According to Cashaw, Scott approached Hodges and the two began
arguing “face to face, like two pit bulldogs.”2
Cashaw testified that he saw a knife in Hodges’ hands and attempted to break up the
argument. He told the jury that he wedged in between Scott and Hodges, with his back towards
1
Originally appealed to the Tenth Court of Appeals in Waco, this case was transferred to this Court by the Texas
Supreme Court pursuant to its docket equalization efforts. See TEX. GOV’T CODE ANN. § 73.001 (West 2013). We
follow the precedent of the Tenth Court of Appeals in deciding this case. See TEX. R. APP. P. 41.3.
2
Cashaw testified that Scott was holding a beer bottle he had just purchased at the convenience store, but that it was
still in the bag and was not being brandished by Scott as a weapon. Cashaw also stated that he did not have a chance
to consume any of the beer.
2
Hodges, and said to them, “[I]t’s not worth it.” Immediately after this statement, Cashaw “felt
some burns, like a heat.” The undisputed evidence at trial demonstrated that Hodges stabbed
Cashaw on the back of his neck. Cashaw testified that he exited the fray, looked back, and saw
Hodges advancing toward Scott while swinging a knife in each hand. According to Cashaw, Scott
was “just trying to dodge [the knives] with his hand” and was being wounded in the process.
Scott informed the jury that his disagreements with Hodges began when he met Hodges a
few days before the incident, at which point Hodges called out to him and taunted him as he walked
by.3 According to Scott, one day before the incident, Hodges again called out to him as he passed
by, prompting Scott to tell Hodges to mind his tongue. Scott testified that when he was walking
with Cashaw on their way back from the convenience store on the date of the incident, he saw
Hodges and yelled, “Do you have a problem with me?” Scott claimed that he walked away after
Hodges failed to reply, but that Hodges stabbed him and hit him in the temple. Scott testified that
he turned to face Hodges, saw that he was swinging a knife towards him, and called out to Cashaw,
who was “talking to some ladies,” for help.4 Scott said that Cashaw tried to break up the altercation
and that he ran away when he witnessed Hodges stab Cashaw on the back of his neck.
Scott sustained knife wounds to his hands, chest, and chin. Cashaw testified that his neck
wound required seven or eight stiches.
3
After the incident, but before trial, Scott was convicted of felony offenses. He testified in jail-house clothing during
the trial.
4
Scott said that Hodges may have had two knives, but was not sure of that fact since he was focused on his injuries.
3
B. Testimony from the Responding Police Officer
The jury next heard from Joseph Melendez, a former officer of the Lacy Lakeview Police
Department who was dispatched to Hodges’ apartment and who placed Hodges under arrest after
witnessing Cashaw’s injury. Melendez’ investigation led him to believe that “two individuals were
walking past [Hodges’] apartment, some words [were] exchanged, and then a physical altercation
ensued.” Hodges admitted to Melendez that he used a knife during the altercation, but claimed
that “he felt threatened and he cut one guy pretty bad and he stabbed the other one” in self-defense.
According to Melendez, Hodges claimed that he had gotten into an argument with Scott on the day
before the incident “over a child.” After hearing Hodges’ explanation of how the altercation
occurred, Melendez formed the opinion and testified that Hodges’ actions were not in self-defense.
Melendez further testified that he saw no injuries on Hodges.
C. Evidence of Self-Defense
To support his position that he acted out of self-defense, Hodges called Melanie Williams
Loyd, who lived in an apartment close to Hodges, to testify. Loyd told the jury that she witnessed
five men walking from the convenience store to Hodges’ apartment, and described the altercation,
as follows:
One guy continues to walk and the other four stopped. At that time[,] I did not see
Mr. Hodges. I just see the one -- one guy run to my apartment door and take off
running that way and kick in the air, and that’s when I saw Mr. Hodges get up off
the ground.
Loyd clarified that she did not actually witness the kick make contact with Hodges, but assumed
that it had since Hodges was on the ground after the kick. Loyd testified that Cashaw was among
the group of men, but could not identify any of the other men or provide a description. During
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cross-examination, the State established that Loyd had already seen blood on the ground before
she witnessed someone kick in the air, meaning that someone had already been cut by Hodges
before she had witnessed a “kick in the air.”
Hodges also testified in his own defense. He began by explaining that he saw Scott two
days before the incident partying with others, using foul language, and “taking his fist and taking
[a] kid’s head and going like this.”5 According to Hodges, Scott walked toward him “singing some
type of rap song” after he caught Hodges looking at him. Hodges testified that Scott came within
fifteen or twenty feet of him before he told Scott, “Don’t come at me like that. I’m not that three-
year-old child.” According to Hodges, a “girl ran up and grabbed [Scott] by the arm and he went
off mumbling.”
As for the incident, Hodges testified that four men walked toward him, that one of them
made a comment, and that Scott, Cashaw, and another man approached him while the fourth man
stood back. According to Hodges, Scott asked, “[W]hat’s this shit about the other night,” and
threw a punch at him before he had a chance to reply. Hodges said that Cashaw came towards him
while Scott attempted another swing, at which point Hodges grabbed a knife and “slashed,” cutting
Scott.6 Hodges testified that he tried to run after using the knife, but was kicked by Scott. He told
the jury that Cashaw had a knife in his hand at that point, but that he was able to stab Cashaw
before he could use it. Hodges introduced photographs taken sixteen hours after the fight, which
he testified showed bruising he had sustained in the fight.
5
The reporter’s record does not clarify the movement discussed by Hodges.
6
Hodges said he only had one knife.
5
The evidence at trial established that (a) Cashaw was fifty-seven years old, six feet tall, and
weighed 250 pounds; (b) Scott was fifty-four years old, five feet, nine inches tall, and weighed
215 pounds; and (c) Hodges was sixty-three years old, five feet, eight inches tall, and weighed 186
pounds. Hodges testified that he was in fear of his personal safety when Scott attacked him and
reiterated that he tried to retreat before he was kicked.
D. The Jury Rejects Self-Defense
Yet, the jury ultimately rejected self-defense. Cashaw had testified that only he and Scott
were involved in the altercation. Melendez also testified that Hodges said only two men were
involved in the altercation with him and that neither was carrying any weapon. During cross-
examination, Melendez indicated that at the time of Melendez’ initial interview, Hodges had
claimed that there were only two people fighting against him and that Hodges had not told him
that anyone had kicked him. Scott denied having kicked at Hodges. The jury also heard that
Hodges had previous convictions for (a) shooting with intent to kill, (b) “feloniously pointing a
firearm,” and (c) domestic violence and that after this incident, was subsequently arrested for
assaulting another person who lived at the apartment complex.
The trial court’s charge to the jury included the following self-defense instructions, which
are at issue in Hodges’ sole point of error:
Upon the law of self-defense, you are instructed that a person is justified in
using force against another when and to the degree that the actor reasonably
believes the force is immediately necessary to protect oneself against the other
person’s use or attempted use of unlawful force.
A person is justified in using deadly force against another if the actor would
be justified in using force against the other in the first place, as above set out, and
when the actor reasonably believes that such deadly force is immediately necessary
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to protect oneself against the other person’s use or attempted use of unlawful deadly
force.
“Reasonable belief” means a belief that would be held by an ordinary and
prudent person in the same circumstances as Defendant.
“Deadly force” means force that is intended or known by the persons using
it to cause, or in the manner of its use or intended use is capable of causing death
or serious bodily injury.
A person who has a right to be present at the location where the deadly force
is used, who has not provoked the person against whom the deadly force is used,
and who is not engaged in criminal activity at the time the deadly force is used is
not required to retreat before using deadly force. You are not to consider whether
the actor failed to retreat.
When a person is attacked with unlawful deadly force, or he reasonably
believes he is under attack or attempted attack with unlawful deadly force, and there
is created in the mind of such person a reasonable expectation or fear of death or
serious bodily injury, then the law excuses or justifies such person in resorting to
deadly force by any means at his command to the degree that he reasonably believes
immediately necessary, viewed from his standpoint at the time, to protect himself
from such attack or attempted attack. It is not necessary that there be an actual
attack or attempted attack, as a person has a right to defend his life and person from
apparent danger as fully and to the same extent as he would had the danger been
real, provided that he acted upon a reasonable apprehension of danger, as it
appeared to him from his standpoint at the time, and that he reasonably believed
such deadly force was immediately necessary to protect himself against the other
person’s use or attempted use of unlawful deadly force.
In determining the existence of real or apparent danger, you should consider
all the facts and circumstances in evidence before you, all relevant facts and
circumstances surrounding the offenses, if any, the previous relationship existing
between the Defendant and any other person together with all relevant facts and
circumstances going to show the condition of the mind of the Defendant at the time
of the offenses, if any, and, in considering such circumstances, you should place
yourselves in the Defendant’s position at that time and view them from his
standpoint alone.
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In its application paragraph, the trial court instructed the jury as follows:
COUNT I
Now, if you find from the evidence beyond a reasonable doubt that on or about the
26th day of August, 2013, in McLennan County, Texas, the Defendant, Michael
Alan Hodges, did then and there intentionally or knowingly cause bodily injury to
Anthony Scott by cutting the said Anthony Scott with a knife, and the Defendant
did then and there use or exhibit a deadly weapon, to-wit: a knife, during the
commission of said assault, but you further find from the evidence, or you have a
reasonable doubt thereof, that at that time the Defendant was under attack or
attempted attack from the complainant, Anthony Scott, and that the Defendant
reasonably believed, as viewed from his standpoint, that such deadly force as he
used, if any, was immediately necessary to protect himself against such attack or
attempted attack, and so believing, he caused bodily injury to Anthony Scott by
cutting the said Anthony Scott with a knife, during the commission of said assault,
then you will acquit the Defendant and say by your verdict “not guilty.”
If you find from the evidence beyond a reasonable doubt that at the time
and place in question the Defendant did not reasonably believe that he was in
danger of death or serious bodily injury, or that a reasonable person in Defendant’s
situation at the time and place in question would have retreated before using deadly
force against Anthony Scott, or that Defendant, under the circumstances as viewed
by him from his standpoint at the time, did not reasonably believe that the degree
of force actually used by him was immediately necessary to protect himself against
Anthony Scott’s use or attempted use of unlawful deadly force, then you should
find against the Defendant on the issue of self-defense.
Similar instructions were given on the second charge of assault against Cashaw. The jury rejected
self-defense and convicted Hodges of both counts of aggravated assault.
II. Omission of the Multiple-Assailant Instruction Was Not Egregiously Harmful
Hodges challenges his convictions on the ground that the jury was not provided with a
multiple-assailant instruction and that the trial court’s self-defense instructions were “too
restrictive.” Hodges explains that he “was entitled to a charge that he had the right to defend
himself against a hostile demonstration or threatened attack by Scott and Cashaw or either of them
8
or by multiple assailants known or unknown in each count of the indictment.” Hodges did not
make a request at trial for this multiple-assailant instruction.
A. Standard of Review
“A claim of jury-charge error is reviewed using the procedure set out in Almanza.” Riggs
v. State, 482 S.W.3d 270, 273 (Tex. App.—Waco 2016, pet. ref’d) (citing Barrios v. State, 283
S.W.3d 348, 350 (Tex. Crim. App. 2009); Almanza v. State, 686 S.W.2d 157, 171 (Tex. Crim.
App. 1985)). “If error is found, we then analyze that error for harm.” Id. (citing Middleton v.
State, 125 S.W.3d 450, 453 (Tex. Crim. App. 2003)).
Where, as here, there was no objection to the trial court’s charge, “a reversal will be granted
only if the charge error causes egregious harm, meaning the appellant did not receive a fair and
impartial trial.” Id. “Jury-charge error is egregiously harmful if it affects the very basis of the
case, deprives the defendant of a valuable right, or vitally affects a defensive theory.” Id. (citing
Stuhler v. State, 218 S.W.3d 706, 719 (Tex. Crim. App. 2007); Sanchez v. State, 209 S.W.3d 117,
121 (Tex. Crim. App. 2006)). “[T]he actual degree of harm must be assayed in light of the entire
jury charge, the state of the evidence, including contested issues and weight of probative evidence,
the argument of counsel and any other relevant information revealed by the record of the trial as a
whole.” Id. (citing Patrick v. State, 906 S.W.2d 481, 492 (Tex. Crim. App. 1995)). “To obtain a
reversal for jury-charge error, an appellant must have suffered actual harm, not merely theoretical
harm.” Id. at 274 (citing Sanchez v. State, 376 S.W.3d 767, 775 (Tex. Crim. App. 2012)).
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B. A Multiple-Assailant Instruction Was Required
“A person is justified in using deadly force against another . . . when and to the degree the
actor reasonably believes the deadly force is immediately necessary. . . to protect the actor against
the other’s use or attempted use of unlawful deadly force,” if the actor’s actions would be justified
under Section 9.31 of the Texas Penal Code. TEX. PENAL CODE ANN. § 9.32(a) (West 2011). Also,
“the Court of Criminal Appeals has held that a defendant is entitled to a charge on the right to
defend against multiple assailants if there is evidence, no matter how weak or contradicted, the
defendant believed himself to be in danger of attack from more than one person.” Mata v. State,
939 S.W.2d 719, 722 (Tex. App.—Waco 1997, no pet.) (citing Frank v. State, 688 S.W.2d 863,
868 (Tex. Crim. App. 1985)). “Restricting the charge to the right of self defense against only the
[victim] is error if there is evidence that more than one person assailed the defendant.” Id. (citing
Frank, 688 S.W.2d at 868; Sanders v. State, 632 S.W.2d 346, 347–48 (Tex. Crim. App. [Panel
Op.] 1982)).
Because there was evidence to support an instruction to the jury regarding Hodges’ right
to defend himself against multiple assailants, it was error for the trial court to limit its instructions
to Hodges’ right to defend himself against only the victim on each count. See id.
C. Egregious Harm Is Not Shown
We now address whether Hodges was egregiously harmed by the omission of the multiple-
assailant instruction. In doing so, we are guided by the Waco court’s opinion in Mata.
Mata was convicted of the voluntary manslaughter of Rutilio Rivera. Id. at 721. Rivera’s
death occurred after an altercation between Mata, Rivera, and two of Rivera’s friends, Raymond
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Salazar and Julio Lazoya. Id. The State’s witnesses testified that Mata stabbed Rivera during an
argument and that Rivera, Salazar, and Lazoya then grabbed Mata in an attempt to disarm him. Id.
Arguing self-defense, Mata claimed that Rivera, Salazar, and Lazoya attacked him, wrestled him
to the ground, and beat him until Mata stabbed his attackers. Id. The trial court submitted an
instruction on self-defense, which the jury rejected, but erred in submitting an instruction that Mata
was entitled to defend himself against multiple assailants. Id. at 722.
In addressing egregious harm, the Waco Court of Appeals noticed that the trial court
instructed the jury that it was their duty to consider all of the facts and circumstances in evidence
in considering whether the defendant acted in self-defense, an instruction which the jury was
presumed to follow. Id. at 723. The court also noted that the State discussed the presence of
multiple assailants during trial and that the defense expended much of its time for closing argument
on “the issue of self[-]defense as it related to Mata’s perception of the situation based on his
quarrelsome history with” the multiple assailants. Id. Reasoning that it could “find nothing in the
record to indicate that the jury only considered the acts of Rivera without also considering the
presence and actions of Salazar and Lazoya,” the Waco Court of Appeals determined that Mata
failed to demonstrate egregious harm from the omission of a multiple-assailant instruction. Id.
Similarly, as demonstrated above, the jury was asked to determine whether Hodges
reasonably believed that deadly force was immediately necessary to protect himself against the
victim’s attack. During trial, the jury heard evidence of multiple assailants, the State discussed the
defense’s theory that Hodges was defending himself from attack by multiple assailants, and
Hodges’ closing argument also discussed the multiple-assailant theory. The trial court’s charge
11
defined the term “reasonable belief” as “a belief that would be held by an ordinary and prudent
person in the same circumstances as Defendant” and also explained that the jury was to consider
“all the facts and circumstances in evidence” and all relevant facts and circumstances surrounding
the offenses in determining the existence of real or apparent danger. The trial court further
instructed the jury, “[In considering the circumstances,] you should place yourselves in the
Defendant’s position at that time and view them from his standpoint alone.” As in Mata, the jury
here was instructed to consider the acts of multiple assailants in determining whether Hodges’
actions were justified in using force against the victim. Thus, guided by Mata, we must conclude
that Hodges has failed to demonstrate egregious harm from the omission of the instruction.
There is also an additional circumstance present here, which was not in consideration in
Mata. Hodges’ defensive theory relied on Cashaw, Scott, or both of them together as being the
aggressors. The jury had the opportunity to consider Scott as the aggressor in Count I and Cashaw
as the aggressor in Count II, but rejected self-defense on both counts. The jury’s rejection of self-
defense on both counts demonstrated that it considered neither Scott nor Cashaw to be the
aggressors. Thus, it is highly unlikely that the multiple-assailant instruction would have had any
effect in the jury’s verdict had it been given. Simply put, Hodges cannot demonstrate actual, as
opposed to theoretical, harm from the trial court’s omission of the multiple-assailant instruction.
We overrule Hodges’ sole point of error.
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III. Conclusion
We affirm the trial court’s judgment.
Bailey C. Moseley
Justice
Date Submitted: November 28, 2016
Date Decided: December 21, 2016
Do Not Publish
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