ADVISING CLIENT

 

GUILTY PLEA AFTER INADEQUATE INVESTIGATION

 

 U.S. Court of Appeals Cases

 

2006: Dando v. Yukinsl,
461 F.3d 791 (6th Cir. 2006).

Counsel ineffective in robbery crime spree case with related charges for advising the petitioner to plead no-contest without first investigating through an expert the possibility of a duress defense based on the Battered Women's Syndrome. While the petitioner confessed to participating in the robberies, she informed counsel of a long history of violent sexual and physical abuse by her boyfriend, who threatened to kill her immediately before she participated in the robberies with him, and asked counsel to seek a mental health expert before she entered a no contest plea. Counsel's conduct was deficient because counsel did not seek a mental health expert and simply informed the petitioner that it would be too costly rather than seeking appointment of an expert under Ake v. Oklahoma, 470 U.S. 68 (1985), even though the defendant was entitled to have the state pay for the expert. Because counsel's conduct "reflected a misunderstanding of the law regarding the availability of a mental health expert," under AEDPA, the state court's holding misapplied clearly established Supreme Court precedent. Prejudice established because if counsel had performed adequately, he would have discovered that the petitioner's mother was a drug addict who would "lend out" the petitioner to drug dealers from the ages of 6 to 12 to perform sexual acts. She was also horribly abused physically and sexually by her parents and her first husband. Her boyfriend also repeatedly abused her and threatened and hit her on the morning of the crimes, possibly giving her a concussion and requiring her to seek medical attention. His violence was also clear in the repeated robbery attempts and eventual armed confrontation with the police in which he was killed. Prejudice established because, if counsel had performed adequately, the petitioner likely would have rejected the guilty plea and gone to trial and would have had a chance to be acquitted altogether or at least acquitted of some of the charges in the crime spree.

2005: Maples v. Stegall,
427 F.3d 1020 (6th Cir. 2005).

Counsel ineffective in distributing cocaine case in which the defendant pled guilty following jury selection based on counsel’s incorrect advice that he could retain his speedy trial claim for appeal. The defendant was prejudiced because he would not have pled guilty absent this incorrect advice. Although the case was reviewed under AEDPA, the court reviewed the merits de novo because the state court had not adjudicated the merits.

1997: United States v. Kauffman,
109 F.3d 186 (3rd Cir. 1997)

Counsel ineffective in advising client to plead guilty to being a felon in possession of a firearm where the defendant had been institutionalized numerous times for bipolar disorder, had been released only a few days prior to the offense against the doctor's advice, and a psychiatrist wrote the attorney a letter stating that the defendant was clearly psychotic at the time of the offense. Nonetheless, the attorney never investigated or talked to the psychiatrist and advised the defendant to plead guilty because he did not think there was a good chance of succeeding on an insanity defense. "Only if [counsel] had investigated [petitioner's] long history of serious mental illness, and conducted some legal research regarding the insanity defense could his counseling be characterized as 'strategy.'" 109 F.3d at 190.

1995: Esslinger v. Davis
44 F.3d 1515 (11th Cir. 1995)

Trial counsel ineffective for recommending that defendant enter a guilty plea without having first investigated defendant’s prior criminal history. Defendant plead guilty to a felony subject to enhanced penalty under state habitual offender law. He would not have entered guilty plea if he had known of enhanced punishment.

1994: *Agan v. Singletary
12 F.3d 1012 (11th Cir. 1994)

Counsel ineffective for failing to investigate prior to guilty plea and death sentence. If counsel had investigated he would have discovered that defendant had a long history of psychosis (schizophrenia) and was taking psychotropic drugs at the time of the plea and the sentence. Court found that defendant may have been incompetent at time of plea and sentencing.

1990: Bouchillon v. Collins
907 F.2d 589 (5th Cir. 1990)

Trial counsel ineffective for failing to investigate defendant's competency to stand trial and or viability of insanity defense prior to entry of guilty plea when attorney was aware that defendant had been in mental institutions, but did not request a mental health evaluation. Investigation would have revealed that defendant had a long history of mental problems and substance abuse and was repeatedly diagnosed as suffering from PTSD.

 

 State Cases

2006: State v. Hunter
143 P.3d 168 (N.M. 2006).

Counsel ineffective in custodial interference case for failing to adequately advise the defendant prior to his no contest plea. Custody of the defendant's children had been granted to him in Missouri in 1992. He moved to New Mexico in 1994. His ex-wife, who had lived in Texas since prior to 1992, sought a change in custody in Missouri in 1997. Because the defendant objected to jurisdiction in Missouri and did not appear, the Missouri court granted custody to the ex-wife. She did not attempt enforcement through the New Mexico courts, but sought the help of the local police in taking physical custody. They declined. In 2001, she again sought the help of the local police and the defendant was charged with custodial interference. He plead no contest because counsel advised him incorrectly that he had no viable argument for a motion to dismiss due to the Missouri court's lack of jurisdiction and counsel's failure to discuss a conditional plea with the defendant that would have preserved that issue for appeal. This was deficient conduct because it was clear under Missouri law that the court lacked proper jurisdiction with neither of the parties or the children living outside that state for years. This would have been a viable basis for the motion to dismiss because the criminal custodial interference statute applies only to custody orders issued by a court of competent jurisdiction. The defendant was prejudiced because he would likely have refused the no contest plea and accepted a conditional plea if counsel had performed adequately.

State v. Allen
708 N.E.2d 361 (Iowa 2006)

Counsel ineffective in plea case for failing to contest the plea on the charge of introducing a controlled substance into a detention facility. The defendant had taken drugs into a prison, which did not qualify as a “detention facility” under the applicable statute. “[C]ounsel’s failure to contest the plea in this circumstance results in prejudice per se” that invalidated the entire plea agreement, which included other charges.

2005: Julien v. State
917 So. 2d 213 (Fla. App. 2005)

Counsel ineffective in grand theft plea case for failing to inform the defendant of his option to apply for the pretrial intervention (PTI) program. The defendant was a first-time offender charged with shoplifting a pair of shoes. He pled guilty and was given probation, but then the government commenced removal proceedings to rescind his permanent residence status and remove him to Haiti. Counsel’s conduct was deficient because the state rules of criminal procedure required counsel to advise the defendant of “any possible alternatives that may be open to the defendant” and the defendant was eligible for PTI, which would have resulted in dismissal of the charges if the program was successfully completed. Prejudice found because, if he had been adequately advised, the defendant would not have pled guilty but would have applied for the PTI program instead.

Ex parte Briggs
___ S.W.3d ___, 2005 WL 3440433 (Tex. Crim. App. Dec. 16, 2005)

Counsel ineffective in felony injury to child case for failing to adequately investigate prior to the seventeen year old defendant’s guilty plea. The defendant was charged in the death of her two month old son, who had been very sick from the time of his birth. The defendant took his to doctors and hospitals five different times in two months. Ultimately on the day of his death, the defendant called 911 and attempted mouth-to-mouth when she found him blue and limp. The admitting diagnosis at the hospital was hypoxia (lack of oxygen to the brain). Emergency room personnel tried to intubate and placed the tube in the babies esophagus instead of his trachea, which was not discovered for 30 minutes. By the time it was discovered, the baby was brain dead. He died seven days later. The original autopsy report concluded that the death was a homicide. After the defendant was charged, she retained counsel, but could only pay $10,400 of the $15,000 fee. He threatened to withdraw and stated that he could not retain experts without an additional $2500-$7500 for experts. He did not withdraw, did not obtain experts or adequately investigate, and advised the defendant to plead guilty. Counsel was aware of the child’s medical history. His conduct was deficient in failing to consult with experts and “[t]his was not a ‘strategic’ decision, it was an economic one.”

Counsel is most assuredly not required to pay expert witness fees or the costs of investigation out of his own pocket, but a reasonably competent attorney–regardless of whether he is retained or appointed–must seek to advance his client’s best defense in a reasonably competent manner.

Here, counsel had several options that could have been pursued: (1) subpoena the doctors that had previously treated the child and offer their records and opinions into evidence; (2) counsel could have withdrawn and requested appointment of counsel for the indigent defendant; or (3) remained as counsel, but requested investigatory and expert witness fees from the trial court due to the defendant’s indigency. “If any reasonable attorney appointed to represent an indigent defendant would be expected to investigate and request expert assistance to determine a deceased infant’s cause of death, a privately retained attorney should be held no lower standard.” If counsel had adequately investigated, substantial testimony from a number of doctors would have revealed that there was no medical evidence of child abuse and that the child died from an undiagnosed birth defect, which led to a urinary infection, sepsis and severe pneumonia, which was made worse by the faulty intubation which led to brain death. Prejudice found because, absent counsel’s deficient conduct, there is a reasonable probability that the defendant would not have pled guilty.

Petty v. Smith
612 S.E.2d 276 (Ga. 2005)

Counsel ineffective in felony murder and aggravated assault case for inadequate advice to the defendant that resulted in a guilty plea. The defendant was charged with (1) malice murder; (2) felony murder; and (3) aggravated assault. All three indictments were based on the defendant shooting the victim with a shotgun after a codefendant beat him. Counsel believed, however, that the assault charge was based on the codefendant beating the victim. Counsel believed that, if convicted, the defendant would be sentenced to life and 20 years consecutively. Based on counsel’s advice, the defendant plead guilty to felony murder and aggravated assault and received life and a concurrent 20 year sentence. Counsel’s conduct was deficient because the indictment clearly revealed that the alleged assault was shooting the victim. Thus, the aggravated assault count merged into the murder count and the accused could not be separately convicted of this offense. Counsel’s conduct was deficient because “[a]ny reasonably competent attorney” would have realized this fact and that the defendant did not benefit from the plea agreement. The defendant was prejudiced because he would not have plead guilty and would not have received a harsher sentence than could legally be imposed on him if had been gone to trial and been convicted on all counts.

2004: Gerisch v. Meadows
604 S.E.2d 462 (Ga. 2004)

Counsel was ineffective in aggravated battery case for failing to recognize and adequately advise the defendant concerning a valid double jeopardy claim prior the defendant’s guilty plea on the charge. The defendant was involved in a fight. He was initially charged in municipal court and plead guilty to disorderly conduct by fighting and public drunk. He was sentenced to probation. He was subsequently indicted for aggravated battery, arising from the same fight, and additional charges. The defendant accepted the prosecution’s plea agreement to plead guilty in exchange for a sentence of 20 years (10 in prison and 10 on probation) for aggravated battery and concurrent sentences for the remaining offenses. On the day of the plea, the defendant, who was functionally illiterate, told counsel that he had been convicted in municipal court and asked why he was charged with the same offenses. Counsel discussed the issue with the prosecutor, who asserted that a double jeopardy claim would have no merit. Counsel also verified the city court convictions, but assumed there was no double jeopardy because the prior prosecution was under a municipal ordinance rather than state law. Counsel thus advised the defendant that a double jeopardy claim would be fruitless and would cause the state to withdraw the plea recommendation and to seek greater punishment. Counsel’s conduct was deficient because counsel did not adequately research or evaluate the issue and instead relied on the advice of the prosecutor and her own misunderstanding of the law when the defendant did have a viable double jeopardy claim. Prejudice was found because, but for counsel’s error, the defendant would not have pled guilty to the charge of aggravated battery.

Heath v. State
601 S.E.2d 758 (Ga. Ct. App. 2004)

Counsel ineffective in injury by vehicle case for wholly failing to prepare or investigate prior to advising the defendant to plead guilty. The defendant had no memory of the collision, but he and his niece advised counsel that a co-worker may have been driving. Counsel did not investigate, conduct any research, or even consult with the defendant in person during the 13 months between arraignment and plea. Prejudice found because the defendant would not have plead guilty if counsel had performed adequately.

State v. Henderson
93 P.3d 1231 (Mont. 2004).

Counsel ineffective in drug case for failing to adequately consult with client, investigate, or conduct any research prior to advising defendant to plead guilty. Counsel "did nothing more than request a plea agreement and facilitate the conviction of his client without a trial." Prejudice found because there was at least a colorable argument and the defendant maintained his innocence in Alford plea. Had counsel performed adequately, the defendant would not have entered a guilty plea.

Heyward v. Humphrey
592 S.E.2d 660 (Ga. 2004).

Counsel was ineffective in aggravated assault case for failing to adequately investigate prior to advising the defendant to plead guilty and failing to advise the defendant to withdraw from the plea agreement once it became apparent in the plea hearing that the state’s case was unraveling. The defendant was charged with shooting a lounge owner. The state’s case depended on the victim and four eyewitnesses. At the plea hearing, the prosecutor disclosed that one of these witnesses had given a written statement asserting that the alleged victim drew his weapon on the defendant before the defendant fired. The state also disclosed that one of the witness’ could not be located even though he had a probation violation charge pending. Another witness was reluctant to testify and failed to appear the last time the case had been scheduled. Another witness had recanted her initial version of events. Even the alleged victim was reluctant to testify. Despite this information, counsel did not advise the defendant to withdraw from the plea agreement. Counsel’s conduct was deficient in failing to investigate and to pursue the defense of justification prior to the plea hearing. Even during the hearing, counsel did not attempt to subpoena the witness that had stated the victim pulled his weapon first. There could be no valid strategy for counsel’s action because counsel’s action "was based on a lack of vital information." Counsel’s conduct was also deficient in failing to reassess the plea agreement and advise the client to withdraw from the agreement when it was apparent that the state would have grave difficulties if the defendant went to trial. Prejudice found because, if counsel had adequately investigated and adequately advised the defendant, the defendant would have insisted on going to trial.

2003: State v. Ligtenberg
2003 WL 22410334 (Wis. Ct. App. Oct. 23, 2003) (unpublished)

Counsel was ineffective in fifth offense operating while intoxicated case for failing to investigate and challenge the use of one of the defendant’s prior convictions for OWI because the Defendant had not validly waived his right to counsel during that proceeding. The defendant was prejudiced because he could have successfully challenged the use of that conviction as a penalty enhancer. Even though the Defendant requested solely a remand for resentencing on a misdemeanor fourth OWI offense, the court rejected this and set aside the defendant’s guilty plea.

Cordes v. State
842 So. 2d 874 (Fla. App. 2003 )

Counsel was ineffective in felony driving-related charges case for advising the defendant to enter a plea of no contest to five felony charges. The charges ranged in date from 1990 to 1998 with one charge being a misdemeanor and five being felony charges. The defendant, relying on counsel’s advice, entered an open plea of no contest to all of the charges. If counsel had adequately investigated or pursued a defense of statute of limitations, two of the felony charges would have been prohibited by the statute of limitations. One of the felony charges was wrongly charged as a felony and this count was voluntarily dismissed by the state in post-conviction. With respect to the remaining two felony charges, the record was insufficient to establish whether these charges were prohibited by the statute of limitations, but these charges also arguably were prohibited. Counsel’s conduct was deficient because the face of the information revealed the statute of limitations problems. The defendant was prejudiced because he would not have entered a plea of no contest to the felony charges had counsel investigated and adequately advised him.

2002:Melton v. State
987 S.W.2d 72 (Tex. Ct. App. 1998)

Counsel ineffective in plea to armed robbery case for failing to adequately investigate prior to advising the defendant to plead guilty. Defendant was arrested and told counsel he wanted to plead not guilty because he was innocent. Based on state representation that there "might" be a videotape, counsel informed defendant either that there was a videotape or, at a minimum, might be a videotape with the defendant on it committing the robbery. Because the defendant was an alcoholic with an extensive history of black outs, he took the defense counsel at his word and assumed that he must be guilty, so he pled guilty. If counsel had investigated, however, he would have discovered that there was no videotape at all and no indication that there ever had been. Prejudice found because defendant would not have plead guilty, as is evidenced by his insistence on not guilty plea until counsel told him of alleged videotape.

1996: State ex rel. Strogen v. Trent
469 S.E.2d 7 (W. Va. 1996)

Counsel ineffective in murder case failing to adequately investigate the circumstances surrounding the defendant's confession and failing to move to suppress the statement prior to advising the defendant to plead guilty.

1995: Copas v. Commissioner of Correction
662 A.2d 718 (Conn. 1995) (affirming 621 A.2d 1378 (Conn. App. Ct. 1993))

Counsel ineffective in murder case for advising defendant to plead guilty without an agreement. Counsel was a self-described tax and corporate law specialist who did not understand (and thus did not advise defendant) that a mental status defense could be presented which did not rise to the level of insanity. Counsel knew of defendant's long history of mental, emotional, and substance abuse problems but did not request an independent evaluation which would have revealed that defendant suffered from alcohol and cannabis abuse, atypical impulse control and a mixed personality disorder which caused a severely diminished capacity to control his behavior at the time of the offense. The lower court had also found counsel ineffective in sentencing for failing to point out inconsistencies in two mental health evaluations conducted at different times in the proceedings and failing to present mitigation evidence or family member testimony on behalf of defendant.

State v. Carr
665 So. 2d 1234 (La. Ct. App. 1995)

Counsel ineffective in unauthorized use of vehicle case for advising client already on probation to plead guilty without conducting an investigation which would have revealed that there was no evidence against the defendant other than the fact that he was a passenger in the vehicle which was insufficient to sustain a conviction.

Diaz v. State
905 S.W.2d 302 (Tex. Ct. App. 1995)

Counsel ineffective in drug case for not interviewing witnesses and arresting officer; accepting the approximate weight and contraband nature of substance without an independent examination; advising the defendant to plead guilty without a deal after the state rejected plea offer; telling defendant he would get probation (got 54 years); and not personally explaining various waivers and documents to non-English speaking defendant despite telling court that he had.

1993: People v. Andretich
614 N.E.2d 489 (Ill. App. Ct. 1993)

Counsel ineffective for failing to investigate prior to advising defendant to plead guilty to theft when investigation would have revealed that defendant's actions did not amount to a criminal offense.

1991: Williams v. State
596 So. 2d 620 (Ala. Crim. App. 1991)

Trial counsel ineffective where he did not meet with client until day before scheduled trial, never discussed case with client, and did not prepare to try but did not request continuance until morning of trial. When continuance was denied, counsel told defendant to sign forms to enter plea agreement without explaining forms and told defendant that if he did not sign forms counsel would not represent him.

Smith v. State
565 N.E.2d 1114 (Ind. Ct. App. 1991)

Counsel ineffective in two thefts case for failing to investigate the availability of the two alleged victims and inform the defendant prior to his guilty plea that one victim was dead and the other could not be located.

Haynes v. State
790 S.W.2d 824 (Tex. Ct. App. 1990)

Trial counsel ineffective in evading arrest case for failing to investigate prior to defendant's nolo contendere plea when defendant wanted to go to trial and investigation would have revealed witnesses who would have cast doubt on whether police had probable cause to stop the defendant's vehicle.

1989: State v. Taylor
535 N.E.2d 161 (Ind. Ct. App. 1989)

Counsel ineffective in murder case for advising defendant that possible sentences were only 50 years or life which induced defendant to plead guilty under 50 year deal. Actual minimum sentence was 30 years. Counsel also failed to interview key state witness when he would have discovered that state witness had recanted and said he lied in statement because cops threatened to charge with murder.

1988: Sherrill v. State
772 S.W.2d 60 (Tenn. Crim. App. 1988)

Counsel ineffective when counsel did not meet with the defendant until 15 minutes prior to trial and then advising defendant to plead guilty without ever consulting with defendant or investigating the case.