Decisions from Previous Terms


 

2000 Term

Zadvydas v. Davis

121 S.Ct. 4291 (2001)In a 5 to 4 decision, the Court held that habeas proceedings under 28 U.S.C. sec. 2241 are available to aliens being held in post-removal detention beyond the 90-day removal period. Zadvydas was held beyond the 90-day period because other countries refused to accept him; the Fifth Circuit held that his detention did not violate the Constitution because his eventual removal was not impossible. Kim Ho Ma was also held beyond the 90-day period because Cambodia had no repatriation treaty with the United States; the Ninth Circuit held that his detention violated the Constitution because there was no realistic chance he would be removed.

The Court held that section 2241 habeas proceedings were available for statutory and constitutional challenges to detention extending beyond the 90-day period. Statutory changes to immigration law had not affected the availability of this remedy. The statute governing detention beyond the 90-day period implicitly limits such detention to a reasonable period, and application of the reasonable time limitation is subject to review by federal courts. The Court set forth guidelines for applying the reasonable time limitation.

Tyler v. Cain

121 S. Ct. 2478 (2001)In a second habeas corpus proceeding, the Court addressed a question regarding the AEDPA: whether the rule of Cage v. Louisiana, 498 U.S. 39 (1990), was "made retroactive to cases on collateral review by the Supreme Court" under 28 U.S.C. sec. 2244(b)(2)(A). In a 5 to 4 decision, the Court determined that the Cage rule had not been "made" retroactive by the Supreme Court because "made" means "held" and the Court had not held Cage retroactively applicable to cases on collateral review. The Court rejected Tyler’s argument that Sullivan v. Louisiana, 508 U.S. 275 (1993), made clear that retroactive application of Cage is warranted under Teague v. Lane, 489 U.S. 288 (1989).

The Court refused to decide whether Cage is retroactive to cases on collateral review. In order for Tyler to satisfy the requirements of section 2244(b)(2)(A) for proceeding on a second petition, the rule he relied upon had to have already been made retroactive when he filed the petition. Therefore, a decision on whether Cage is retroactive would not help Tyler and would be dictum.

Justice O’Connor wrote a concurring opinion to explain that a single decision holding a rule retroactive is not the only way to satisfy section 2244(b)(2)(A). A rule may be "made" retroactive by the Supreme Court through multiple decisions which "logically dictate" the rule’s retroactivity. However, "the holdings must dictate the conclusion and not merely provide principles from which one may conclude that the rule applies retroactively."

I.N.S. v. St. Cyr

121 S. Ct. 2271 (2001)In a 5 to 4 decision, the Court addressed the impact of amendments to immigration law in the AEDPA and the IIRIRA (Illegal Immigration Reform and Immigrant Responsibility Act). Specifically, the Court addressed the effect of these amendments on the availability of habeas corpus jurisdiction under 28 U.S.C. sec. 2241, on conduct that occurred before the amendments’ enactment and on the availability of discretionary relief from deportation. Before the AEDPA and IIRIRA, the Attorney General had discretion to waive deportation in certain cases. The AEDPA identified a broad set of offenses for which conviction would preclude such discretionary relief, and the IIRIRA precludes such relief for anyone previously "convicted of any aggravated felony."

In a habeas petition, St. Cyr raised a pure question of law, contesting the Attorney General’s conclusion that he was not eligible for discretionary relief as a matter of statutory interpretation. The district court and Second Circuit held they had jurisdiction to consider this question under section 2241, but the I.N.S. argued the AEDPA and IIRIRA stripped the federal courts of jurisdiction to decide this question of law. Finding no "clear statement" of congressional intent to repeal habeas jurisdiction and concluding that accepting the I.N.S. argument would present "a serious Suspension Clause issue," the Court held that habeas proceedings under section 2241 were available to persons like St. Cyr. The Court also held the repeal of the availability of discretionary relief to persons who pled guilty to certain offenses could not be applied retroactively to aliens who would have been eligible for such relief under the law in effect at the time of their plea.

Calcano-Martinez v. I.N.S.

121 S. Ct. 2268In a 5 to 4 decision, the Court addressed whether resident aliens subject to removal may seek relief in the federal courts. Petitioners sought to challenge the Board of Immigration Appeals’ decision that they were ineligible as a matter of law for a discretionary waiver of deportation. Petitioners filed petitions for review under 8 U.S.C. sec. 1252(a)(1) in the Court of Appeals and also filed habeas petitions in the district court under 28 U.S.C. sec. 2241. The Court of Appeals dismissed the petitions filed there, but held that petitioners could pursue their habeas actions.

The Court held that in the IIRIRA, Congress removed the Court of Appeals’ jurisdiction to hear a petition challenging a final order of removal for an alien who is removable because of conviction for certain criminal offenses. However, the Court held that leaving aliens with no forum for adjudicating claims such as those raised in this case "would raise serious constitutional questions" which can be alleviated by construing the IIRIRA not to preclude aliens such as the petitioners from pursuing habeas relief under section 2241.

Duncan v. Walker

121 S. Ct. 2120 (2001)In a case involving the AEDPA’s tolling provisions, the Court addressed whether a federal habeas corpus petition is an "application for State post-conviction or other collateral review" under 28 U.S.C. sec. 2244(d)(2). Walker’s state conviction became final in April 1996, and he filed a federal habeas corpus petition on April 10, 1996, before the effective date of the AEDPA. In July 1996, the district court dismissed the petition without prejudice because it was not apparent Walker had exhausted his state remedies. On May 20, 1997, Walker filed another federal petition, but had not returned to state court since his first petition was dismissed. The district court dismissed the new petition as time barred because it had not been filed within a reasonable time from the AEDPA’s effective date. The Second Circuit reversed, holding that Walker’s first petition tolled the limitations period because it was an application for "other collateral review" under 2244(d)(2).

The Supreme Court reversed the Second Circuit, holding that a federal habeas corpus petition is not an "application for State post-conviction or other collateral review" and therefore does not toll the limitations period. The Court based this conclusion on the language of the statute and the purposes of the AEDPA. The Court noted that its "sole task" in this case was statutory construction and that when Walker’s first petition was dismissed, he had nine months remaining in the limitations period, but he neither returned to state court nor filed a nondefective petition before his time elapsed. Thus, the court declined to address alternative scenarios or the availability of equitable tolling.

Justices Stevens and Souter concurred, pointing out that a district court may retain jurisdiction over a federal petition pending exhaustion of state remedies and that equitable tolling could be available on facts different from those in this case.

Penry v. Johnson

121 S. Ct. 1910 (2001)In a habeas case governed by the AEDPA, the Court addressed two questions: (1) whether the admission into evidence of statements from a psychiatric report based on an uncounseled interview with Penry violated the Fifth Amendment; (2) whether the penalty phase jury instructions complied with Penry v. Lynaugh, 492 U.S. 302 (1989) (Penry I). The Court analyzed these questions under the AEDPA provision which prohibits a federal court from granting habeas relief with respect to a claim adjudicated on the merits in state court unless that adjudication "resulted in a decision that was contrary to, or involved an unreasonable application of, clearly established Federal law, as determined by the Supreme Court of the United States."

As to the Fifth Amendment claim, which relied upon Estelle v. Smith, 451 U.S. 454 (1981), the Court factually distinguished this case from Estelle. Without deciding whether these differences affected the merits of the claim, the Court pointed out that Estelle suggested it was limited to its "distinct circumstances." The Court thus decided it could not say that the Texas court’s decision was objectively unreasonable.

As to the Eighth Amendment claim, the Court determined that the penalty phase jury instructions did not provide the jury a mechanism to give effect to Penry’s mitigating evidence, as required by Penry I. The jury was instructed to answer three special issues: whether Penry acted deliberately when he killed the victim; whether there was a probability Penry would be dangerous in the future; and whether Penry acted unreasonably in response to provocation. The trial court also gave the jury a supplemental instruction on mitigating evidence. The verdict form provided to the jury listed only the three special issues and allowed a yes or no answer to each issue.

In Penry I, the Court had held that the same three special issues were not broad enough to provide a vehicle for giving effect to mitigating evidence. Here, the Texas court had held that providing the jury with the supplemental instruction satisfied Penry I. The Texas court could have rejected Penry’s claim based on a belief that Penry I was satisfied merely by giving the supplemental instruction. If so, the Supreme Court said, the Texas court had misapprehended Penry I, which did not hold that simply mentioning mitigating circumstances to a jury or informing a jury it may "consider" mitigating circumstances satisfied the Eighth Amendment. "Rather, the key under Penry I is that the jury be able to ‘consider and give effect to [a defendant’s mitigating] evidence in imposing sentence."

The Texas court could have rejected Penry’s claim based on a belief that Penry I was satisfied by the substance of the supplemental instruction. If so, the Supreme Court held that the confusing supplemental instruction on mitigation did not allow the jurors to give effect to the mitigation. If jurors interpreted the supplemental instruction as telling them to take mitigation into account in deciding the special issues, those issues were not broad enough to give effect to the mitigation, as Penry I had previously held. If jurors interpreted the supplemental instruction as telling them they could answer no to a special issue if the mitigation warranted a life sentence, the instructions as a whole were rendered internally contradictory and required the jurors to give an untruthful answer to one or more special issues.

In determining that the Texas court’s decision was objectively unreasonable, the Court also pointed out that Penry I had provided guidance on drafting the jury instructions and that Texas’ current capital sentencing scheme (which was revised after Penry’s second penalty phase) also provided a helpful frame of reference. The Court concluded that the Texas court’s rejection of Penry’s claim was objectively unreasonable because "[a]ny realistic assessment of the manner in which the supplemental instruction operated" would have led to the same conclusion as that in Penry I.

Florida v. Thomas

121 S. Ct. 1905 (2001)The Court dismissed a certiorari petition for lack of jurisdiction. The state trial court granted a motion to suppress on Fourth Amendment grounds, and the district court of appeal reversed. The Florida Supreme Court then reversed the district court of appeal and remanded for further trial court proceedings on the issue. The Supreme Court granted the state’s certiorari petition on the Fourth Amendment issue, but then dismissed the petition because the Florida Supreme Court’s decision was not "final" under 28 U.S.C. sec. 1257(a) and Cox Broadcasting Corp. v. Cohn, 420 U.S. 469 (1975).

Daniels v. U.S.

121 S. Ct. 1578 (2001)Daniels was convicted of a federal crime, and his sentence was enhanced based on prior state convictions. He filed a 2255 motion contending his federal sentence was unconstitutional because it was based in part upon prior state convictions which were unconstitutional. In a 5 to 4 decision relying largely upon Custis v. United States, 511 U.S. 485 (1994), the Court held that 2255 could not be used to challenge a federal sentence on the ground that prior convictions were unconstitutional. The only exception to this rule is when the prior conviction was obtained in violation of Gideon v. Wainwright, 372 U.S. 335 (1963), but this challenge may generally only be raised in 2255 if it was raised at the federal sentencing proceeding. Prior convictions must be challenged in the jurisdictions where they were obtained and through the remedies available in those jurisdictions. If such challenges are not pursued or are unsuccessful, the defendant is "without recourse," the prior convictions are presumed valid at a federal sentencing, and the prior convictions may not be challenged under 2255. Five members of the Court joined in these conclusions.

The Court notes that the text of section 2255 "is broad enough to cover a claim that an enhanced federal sentence violates due process" and that there may be "rare cases" in which the defendant had no mechanism to challenge the prior through no fault of his own. Only four members of the majority joined this portion of the opinion.

Lackawanna County Dist. Attorney v. Coss

121 S. Ct. 1567 (2001)Coss was convicted and sentenced in state court. He filed a 2254 petition challenging his current sentence, contending it was based upon an unconstitutional prior state court conviction. The Third Circuit ordered habeas relief.

The Supreme Court reversed in a 5 to 4 decision, holding that a state prisoner may not collaterally attack a prior conviction in a 2254 petition. Once a prior state conviction is no longer open to direct or collateral attack on its own, the conviction is regarded as conclusively valid. The only exception to this rule is for prior convictions obtained in violation of Gideon, provided the 2254 petitioner has satisfied the procedural prerequisites for relief including exhaustion of remedies.

A portion of the opinion joined by only three members of the Court explained that another exception to the rule might be available if the failure to obtain timely review of the prior conviction is not the petitioner’s fault. This might occur if a state court refuses to rule on a properly presented constitutional claim or if the petitioner obtains previously unavailable evidence that he is actually innocent of the prior offense. In such situations, the petitioner must also show that the prior conviction adversely affected his present sentence. Four members of the Court joined the part of the opinion explaining that Coss did not meet this exception. Coss had filed a state post-conviction motion challenging his prior conviction, and that motion sat in state court for 14 years with no ruling. However, Coss did not show that his prior conviction actually affected his present sentence.

Texas v. Cobb

121 S. Ct. 1335 (2001)In a 5 to 4 decision, the Court addressed the question "whether the Sixth Amendment right to counsel extends to crimes that are ‘factually related’ to those that have actually been charged." Based upon McNeil v. Wisconsin, 501 U.S. 171 (1991), the Court held that the Sixth Amendment right to counsel is "offense specific." The Court rejected the view of some state courts and federal Courts of Appeals that there was an exception to McNeil for crimes which were "factually related" to the charged offense.

The definition of "offense" is that contained in Blockburger v. United States, 284 U.S. 299 (1932). Thus, "when the Sixth Amendment right to counsel attaches, it does encompass offenses that, even if not formally charged, would be considered the same offense under the Blockburger test." Cobb was charged with burglary and was appointed counsel on that charge. When police later questioned him in the absence of counsel about the disappearance of two people from the burglarized house, he confessed to murdering them. As defined by Texas law, burglary and murder are not the same offense under Blockburger. Therefore, the Sixth Amendment did not bar the police interrogation about the murders.

Shafer v. South Carolina

121 S. Ct. 1263 (2001)In Simmons v. South Carolina, 512 U.S. 154, 162 (1994), the Supreme Court held that it did not comport with due process for the state to "secure a death sentence on the ground, at least in part, of [defendant’s] future dangerousness, while at the same time concealing from the sentencing jury the true meaning of its only noncapital sentencing alternative, namely, that life imprisonment meant life without parole." In Shafer v. South Carolina, 121 S.Ct. 1263 (2001), the Supreme Court reviewed the South Carolina Supreme Court’s holding that Simmons did not control under the current sentencing scheme in South Carolina. Under this scheme, at the time the case is submitted to the jury at sentencing, the jurors could return with a finding that no statutory aggravating circumstance was proven. Thereupon, the jurors would not sentence; the judge would sentence the defendant to either life imprisonment or a mandatory minimum term of imprisonment for thirty years. South Carolina argued that because at the time the sentencers deliberated there was the possibility of a sentence that included the possibility of parole, a Simmons instruction was not required.

The Supreme Court rejected this argument. Once the jurors find an aggravating circumstance, then there are only two possible sentences – life without parole or execution – and the jurors are then required to make "the moral judgment whether to impose the death penalty." Id., 121 S.Ct. At 1273. "[W]henever future dangerousness is at issue in a capital sentencing proceeding under South Carolina’s new scheme, due process requires that the jury be informed that a life sentence carries no possibility of parole." Id. The Court reversed and remanded for the South Carolina Supreme Court to address whether future dangerousness had been placed in issue by the State’s argument or evidence.

Fiore v. White

121 S. Ct. 712 (2001)The Due Process Clause forbids a State to convict a person of a crime without proving the elements of that crime beyond a reasonable doubt. In a per curiam opinion, the Court vacated the conviction of habeas corpus petitioner who had been convicted of illegally dumping hazardous waste. After Fiore was convicted and the Pennsylvania Supreme Court refused to hear his appeal, the state court held, in the case of Fiore's co-defendant, that failure to possess a permit was an essential element of the offense. Although Fiore had possessed a permit, the state courts denied him relief under the co-defendant's case. After remanding to the Pennsylvania Supreme Court the question whether its decision in the co-defendant's case represented new law or a clarification of existing law, and being advised that no new law was created, the Supreme Court held that Fiore's conviction violated due process because the state had conceded the absence of an essential element of the offense.

Glover v. United States

121 S. Ct. 696 (2001)Any increase in a prison term which is attributable to counsel's unreasonable errors is sufficient to establish prejudice under Strickland v. Washington, 466 U.S. 668 (1984). In this case, the government conceded that cases from the United States Court of Appeal for the Seventh Circuit which required that an increase in the sentencing outcome be "significant" in order to establish Strickland prejudice were inconsistent with Supreme Court law and unworkable. Glover had been convicted of racketeering, money laundering, and tax evasion. Under the United States Sentencing Guidelines, if Glover's convictions had been grouped together he would have been eligible for a sentence 6 to 21 months shorter than the one he received. His attorneys did not raise the grouping issue on appeal after the government persuaded the district court not to group the offenses. Glover claimed in a post-conviction motion filed under 28 U.S.C. § 2255 that his counsel's failure to raise the grouping issue constituted ineffective assistance of counsel. Relying on Lockhart v. Fretwell, 506 U.S. 364 (1993), the Seventh Circuit held that the mere difference in Glover's sentence would not be "substantial" enough to establish prejudice. The Seventh Circuit's substantial difference requirement was contrary to (Terry) Williams v. Taylor, 529 U.S. 362, 393 (2000), which held that Fretwell did not "justify a departure from a straightforward application of Strickland when the ineffectiveness of counsel does deprive the defendant of a substantive or procedural right to which the law entitles him." A requirement that a defendant establish a substantial change in the outcome was contrary to Strickland's requirement that the outcome simply be "different," and would prove unworkable in practice, the Court held.

Artuz v. Bennett

121 S. Ct. 361 (2000)The question was whether an application for state postconviction relief containing claims that were procedurally barred was "properly filed" within the meaning of § 2244(d)(2), so that the state petition would toll AEDPA's one-year statute of limitations. The Court held that a state petition is properly filed "when its delivery and acceptance are in compliance with the applicable laws and rules governing filings. These usually prescribe, for example, the form of the document, the time limits upon its delivery, the court and office in which it must be lodged, and the requisite filing fee." 121 S. Ct. at 364. In a unanimous decision written by Justice Scalia, the Court rejected the warden's argument that an application for state postconviction relief is not properly filed unless the claims presented therein meet all state procedural requirements. As it had in prior decisions interpreting AEDPA, the Court relied upon its pre-AEDPA habeas rules in rejecting the warden's argument because it "elides the difference between an 'application' and a 'claim.' Only individual claims, and not the application containing those claims, can be procedurally defaulted under state law pursuant to our holdings in Coleman v. Thompson, 501 U.S. 722 (1991), and Wainwright v. Sykes, 433 U.S. 72 (1977), which establish the sort of procedural bar on which petitioner relies." 121 S. Ct. at 364.

1999 Term

Apprendi v. New Jersey

120 S. Ct. 2348 (2000)The Court addressed "whether the Due Process Clause of the Fourteenth Amendment requires that a factual determination authorizing an increase in the maximum prison sentence for an offense from 10 to 20 years be made by a jury on the basis of proof beyond a reasonable doubt." Apprendi’s sentence was enhanced under a hate crime law when the trial court found by a preponderance of the evidence that he acted with a purpose to intimidate because of race.

The Court explained that due process and the right to jury trial entitle a criminal defendant to "a jury determination that [he] is guilty of every element of the crime with which he is charged, beyond a reasonable doubt." The Court distinguished between "sentencing factors" and "elements" of offenses. "[T]he important consideration is the effect of the factor rather than whether the legislature placed the factor in the definition of the crime or within sentencing provisions." "[T]he relevant inquiry is one not of form, but of effect--does the required finding expose the defendant to a greater punishment than that authorized by the jury’s guilty verdict?" If so, the factor is an "element." Thus, the Court held, "any fact that increases the penalty for a crime beyond the prescribed statutory maximum must be submitted to a jury, and proved beyond a reasonable doubt." The only exception to this rule is the fact of a prior conviction.

The majority opinion stated that this decision does not invalidate state capital sentencing schemes in which a judge finds aggravating factors before imposing a death sentence. The majority decision is distinguishable from Walton v. Arizona, 497 U.S. 639 (1990), because before a judge imposes sentence, a jury has found the defendant guilty of all the elements of an offense whose maximum penalty is death.

Justice Thomas concurred in the majority opinion, but wrote separately to explain that "the Constitution requires a broader rule than the Court adopts." This broader rule is that "a ‘crime’ includes every fact that is by law a basis for imposing or increasing punishment." As to whether this rule affects capital sentencing schemes is "a question for another day." According to Justice Thomas, capital sentencing schemes might not be affected because the Court has placed "special constraints" on states’ abilities to define capital crimes.

Justice O’Connor dissented, joined by Justices Rehnquist, Kennedy and Breyer. Justice O’Connor wrote that perhaps the most important decision refuting the majority’s rule is Walton v. Arizona, 497 U.S. 639 (1990). According to Justice O’Connor, the majority’s distinction of Walton is "baffling" because an Arizona defendant cannot receive death unless the judge finds an aggravating factor. Without that finding, the maximum sentence could only be life. Thus, Justice O’Connor wrote, "If the Court does not intend to overrule Walton, one would be hard pressed to tell from the opinion it issues today."

Dickerson v. United States

120 S. Ct. 2326 (2000)After the decision in Miranda v. Arizona, 384 U.S. 436 (1966), Congress enacted 18 U.S.C. sec. 3501, which stated that admissibility of a custodial statement depended only on its voluntariness. In this case, the district court suppressed Dickerson’s custodial statement because he had not been given Miranda warnings. Although agreeing Dickerson had not received Miranda warnings, the Fourth Circuit reversed the suppression order, holding that section 3501 was satisfied, that Miranda was not a constitutional holding, and that therefore Congress could have the final say on admissibility.

The Supreme Court reversed, holding that "Miranda, being a constitutional decision of this Court, may not be in effect overruled by an Act of Congress." The Court also declined to overrule Miranda based on the doctrine of stare decisis.The constitutional bases of Miranda are the Fifth Amendment right against self-incrimnation and the Due Process Clause of the Fourteenth Amendment. Congress may modify judicial rules of evidence and procedure that are not required by the Constitution, but may not legislatively supersede decisions applying the Constitution. The major indication that Miranda is a constitutional decision is that it applied its rule to state court proceedings, and the Supreme Court’s authority with respect to state court proceedings is limited to enforcing the Constitution. Further, the text of Miranda repeatedly refers to protecting constitutional privileges.

Ramdass v. Angelone

120 S. Ct. 2113 (2000)In a 5 to 4 decision, the Court addressed a claim premised on Simmons v. South Carolina, 512 U.S. 154 (1994), under the AEDPA. Justice Kennedy announced the judgment in a plurality opinion. Justice O’Connor wrote an opinion concurring in the judgment.

Ramdass was convicted of murder and sentenced to death in Virginia. At the time of the jury sentencing, he had been charged with and investigated for numerous other violent felonies. Two of these other charges had already gone to trial. Ramdass had been convicted of a Pizza Hut robbery, and judgment had been entered. He had also been convicted of a Domino’s robbery, but judgment had not been entered at the time of the jury sentencing. At sentencing, the state argued future dangerousness, and Ramdass argued he would be in prison the rest of his life. On direct appeal, Ramdass argued the jury should have been told he was parole ineligible based on Virginia’s three strikes law. The three strikes were the Pizza Hut robbery, the Domino’s robbery and the murder conviction. The Virginia Supreme Court rejected this claim, concluding that Simmons applied only if Ramdass was ineligible for parole when the jury was considering his sentence. The court said he was not parole ineligible at that time because judgment had not been entered on the Domino’s robbery conviction. Ramdass sought federal habeas corpus relief.

The plurality opinion explained that under 28 U.S.C. sec. 2254(d)(1), Ramdass could not obtain relief in federal habeas proceedings unless the Virginia Supreme Court’s decision on the Simmons claim was "contrary to, or involved an unreasonable application of, clearly established Federal law, as determined by the Supreme Court of the United States." The plurality relied upon the definitions of "contrary to" and "unreasonable application of" set out in Williams v. Taylor, 529 U.S. 362 (2000).

The Simmons parole ineligibility instruction is required "only when, assuming the jury fixes the sentence at life, the defendant is ineligible for parole under state law." This instruction is required because it is "legally accurate." However, in Ramdass’s case, the instruction would not have been legally accurate, because the Virginia Supreme Court had authoritatively determined Ramdass was not parole ineligible at the time the jury considered his sentence. Because of the material factual differences between Simmons and this case, the Virginia Supreme Court’s decision was not "contrary to" the rule in Simmons. The Virginia Supreme Court’s decision also did not result in an "unreasonable application" of Simmons when that court refused to extend Simmons to require a court to determine if a defendant might become parole ineligible. The court rejected Ramdass’s contention that entry of judgment on the Domino’s robbery conviction was a ministerial act which would inevitably occur, because before entry of judgment Ramdass could have filed post-trial motions attacking the verdict, and the trial court could have set aside the verdict.

Justice O’Connor’s opinion concurring in the judgment agreed that the standard for reviewing Ramdass’s claim was that set forth in 2254(d)(1), and emphasized that this standard was narrower than that applicable on direct review. Justice O’Connor agreed with the plurality that the Virginia Supreme Court’s decision was not "contrary to" nor an "unreasonable application of" Simmons. While the question whether a defendant may inform a jury he is parole ineligible is a question of federal law, the question of the defendant’s parole status is a question of state law. Under Virginia law, Ramdass was not parole ineligible at the time of capital sentencing because judgment had not been entered on the Domino’s robbery conviction. However, were entry of that judgment a purely ministerial act which was foreordained, Justice O’Connor would find the facts in Ramdass’s case "materially indistinguishable" from those in Simmons and would therefore find the Virginia Supreme Court’s decision "contrary to" Simmons. "Where all that stands between a defendant and parole ineligibility under state law is a purely ministerial act, Simmons entitles the defendant to inform the jury of that ineligibility . . . even if he is not technically ‘parole ineligible’ at the moment of sentencing." Here, however, entry of judgment was not a purely ministerial act, and Ramdass was not parole ineligible under state law at the time of sentencing.

Portuondo v. Agard

120 S. Ct. 1119 (2000)The Court addressed "whether it was constitutional for a prosecutor, in her summation, to call the jury’s attention to the fact that the defendant had the opportunity to hear all other witnesses testify and to tailor his testimony accordingly." Agard contended the prosecutor’s comments violated his rights to be present, to confront witnesses, to testify on his own behalf and to due process.

The Court interpreted Agard’s position as a request to extend the rationale of Griffin v. California, 380 U.S. 609 (1965), to the prosecutor’s comments in his case. Griffin involved comments on a defendant’s refusal to testify. First, the Court found no historical foundation for Agard’s position. The Court also distinguished Griffin because it prohibited a prosecutor from urging a jury to do something a jury is not permitted to do anyway (i.e., use the failure to testify as evidence of guilt) and because the comments here involved Agard’s credibility. The Court also rejected the Second Circuit’s conclusions that the comments were impermissible because they occurred during summation, leaving Agard no opportunity to rebut them, and that the comments violated due process because state law required Agard’s presence at trial. The Court concluded that allowing such comments is "appropriate" and "sometimes essential" to the truth-seeking function of a trial.

Slack v. McDaniel

120 S. Ct. 1595 (2000)The Court was presented with the question whether: If a person's petition for habeas corpus under 28 USC §2254 is dismissed for failure to exhaust state remedies and he subsequently exhausts his state remedies and re-files the §2254 petition, are claims included within the petition that were not included within the initial §2254 filing "second or successive" habeas applications?

The Court entered the following order on October 18, 1999:

This case is restored to the calendar for re-argument. The parties are directed to file supplemental briefs not to exceed 25 pages addressing the following questions:

(1) Do the provisions of the AEDPA, specifically including 28 U.S.C. 2253(c) and 28 U.S.C. 2244(b), control the proceedings on appeal?

(2) If AEDPA does control the proceedings on appeal, may a certificate of appealability issue under 28 U.S.C. 2253(c)?

Thereafter, the Court ruled in favor of the petitioner and decided three questions. First, The Certificate of Appealability (COA) provision of the AEDPA (§2253(c)) applies to all appeals initiated after April 24, 1996. Second, a COA may issue when a district court dismisses a petition on procedural grounds so long as jurists of reason would find it debatable a.) whether the petition states a valid claim of the denial of a constitutional right and b.) whether the district court correctly resolved the procedural issue. Third, a petition that is filed after a previous one has been dismissed without any claim being ruled upon and without prejudice to allow for exhaustion of state remedies is not a second or successive petition.

Edwards v. Carpenter

120 S. Ct. 1587 (2000)The Court was presented with the question of whether a federal habeas court is barred from considering an ineffective-assistance-of-counsel claim as "cause" for the procedural default of another habeas claim when the ineffective-assistance claim is itself procedurally defaulted. The Court decided that a defaulted ineffective assistance of counsel claim cannot be used in federal habeas proceedings to show "cause" to excuse a default on other claims.

(Terry) Williams v. Taylor

120 S. Ct. 1495 (2000)The Court addressed "Whether Mr. Williams’ constitutional right to the effective assistance of counsel ...was violated and whether the judgment of the Virginia Supreme Court refusing to set aside his death sentence ‘was contrary to, or involved an unreasonable application of clearly established federal law.’"

In a 6-3 decision, the Court held that trial counsel's failure to adequately investigate and present evidence of Williams’’ severe childhood neglect and abuse was unreasonable and prejudicial. Trial counsel began to prepare for the sentencing hearing only a week before trial and failed to uncover Williams' nightmarish childhood, borderline mental retardation, inability to proceed beyond the 6th grade, favorable prison record, and evidence that he would likely not be dangerous in a prison setting. The Virginia Supreme court erred in (1) applying a prejudice test purportedly based upon Lockhart v. Fretwell, rather than Strickland, and in (2) failing to give adequate weight to the mitigation evidence trial counsel had failed to develop.

Habeas relief is available on claims adjudicated on their merits in state court if the state decision is either contrary to or an unreasonable application of clearly established Supreme Court law. Relief is available under the "contrary to" clause if the state decision employs an incorrect rule of law in deciding the claim or applies a Supreme Court decision with similar facts incorrectly. Relief is available under the "unreasonable application" clause even where the state court has applied the correct Supreme Court rule but has done so in a manner that is objectively unreasonable and leaves the federal court with the firm conviction that the state court's resolution is unsatisfactory. Relief is not available if the state court decision is merely incorrect. Rules set forth in Supreme Court decisions announced prior to finality are "clearly established Supreme Court law" under §2254(d).

In this case, the state supreme court's rejection of Williams' ineffective assistance of counsel claim violated both clauses of 2254(d). Strickland v. Washington announced the rule that governs the claim. The state court's utilization of the rule announced in Lockhart v. Fretwell in conjunction with the Strickland rule is contrary to clearly established law, and the state court’s failure to consider much of the mitigating evidence Williams presented in state post-conviction proceedings to establish the merit of his claim demonstrates an unreasonable application of the law to the facts.

(Michael) Williams v. Taylor

120 S. Ct. 1479 (2000)The Court was presented with the following question: Whether 28 U.S.C. §§2254(e)(2), which prohibits a federal habeas corpus evidentiary hearing only if the applicant has failed to develop the factual basis of a claim in state court proceedings, governs petitioner's claim where, throughout state proceedings, the state suppressed the relevant facts, denied petitioner's discovery requests, and denied all investigative and expert resources to investigate, develop, and discover claims, and denied an evidentiary hearing?

The Court unanimously rejected Virginia's argument that 2254(e) imposes strict liability on petitioners such that no hearing is allowed in federal court regardless of the reason the facts were not developed in state court. Instead, the Court construed §§2254(e) consistent with it prior decision in Keeney v. Tamayo-Reyes, 112 S.Ct. 1715 (1992). So long as the Petitioner exercises reasonable diligence in attempting to develop and present facts in support of claims in the state courts, he will not be denied a federal hearing if he was unable to uncover and present the facts prior to the conclusion of state proceedings. Of three claims presented in the case, the Court concluded that Williams showed sufficient diligence with regard to a jury misconduct and prosecution misconduct claim, but that his efforts to identify facts in support of a Brady v. Maryland claim, which consisted chiefly of requesting disclosure from the attorney general of a mental health report that was likely reasonably available via other means, failed to show a requisite degree of diligence.

Roe v. Flores-Ortega

120 S. Ct. 1029 (2000)The Court addressed the following question presented: Whether trial counsel has a Sixth Amendment duty to file a notice of appeal following a guilty plea in the absence of such a request by the defendant, particularly where the defendant has been advised of his appeal rights?

The Court held that counsel for a convicted defendant who has not clearly instructed counsel to, or not to, file an appeal provides ineffective assistance under Strickland v. Washington by failing to consult with the defendant about taking an appeal if there is reason to think that a rational defendant would wish to appeal or if the defendant reasonably demonstrated to counsel an interest in appealing, and the defendant shows a reasonable probability that, but for counsel’s lack of consultation with the defendant, the defendant would have timely appealed.

Bryan v. Moore

120 S. Ct. 1003 (2000)This case presented the following questions: (1) Did the Florida Supreme Court's appraisal of the likelihood that Mr. Bryan will suffer needless agony and degradation when he is put to death by Florida's electrocution machinery violate the Eighth Amendment by disregarding a constitutionally unacceptable risk of physical violence, disfigurement and torment? (2) Did the Florida Supreme Court err in concluding that the record as a whole insufficiently sustains Mr. Bryan's contention that his execution by Florida's electrocution machinery unnecessarily exposes him to physical suffering and degradation in violation of the Eighth Amendment? (3) Following the notorious, repeated malfunctioning of Florida's electrocution machinery, resulting in ghastly spectacles of violent disfigurement, did the Florida Supreme Court err in rejecting Mr. Bryan's contention that his subjection to execution b that machinery constitutes psychological and moral cruelty that violated the Eighth Amendment?

On January 24, 2000, the Court dismissed the writ in the following order: "In light of the representations by the State of Florida, through its Attorney General, that petitioner's death sentence will be carried out by lethal injection, unless petitioner affirmatively elects death by electrocution' pursuant to the recent amendments to Section 922.10 of the Florida Statutes, the writ of certiorari is dismissed as improvidently granted."

Smith v. Robbins

120 S. Ct. 746 (2000)The Court addressed the following questions presented: (1) Did the Ninth Circuit err in finding that California's no-merit brief procedure, in which appellate counsel who has found no non-frivolous issues remains available to brief any issues appellate court might identify, violates the Sixth Amendment Anders right to effective assistance of counsel on appeal? (2) Did the Ninth Circuit err when it ruled that asserted Anders violation required new appeal, without testing claimed Sixth Amendment error under Strickland v. Washington? (3) Did the Ninth Circuit violate the rule announced in Teague v. Lane, which prohibits retroactive application of new rule on collateral review, when it invalidated California's well-settled, good-faith interpretation of federal law?

The Court decided that California's Anders procedure, as outlined in People v. Wende, 25 Cal.3d 436, 158 Cal. Rptr. 839, 600 P.2d 1071 (1979), satisfies the Fourteenth Amendment, which is primarily concerned with assuring that state appellate review procedures reasonably assure that an indigent's appeal is resolved in a way that is related to the merits of the appeal. Anders' proposed procedure was prophylactic rule only and non-binding upon the states. The Court remanded the case to provide Robbins with an opportunity to demonstrate that appellate counsel's representation was deficient pursuant to standard set forth in Strickland v. Washington.

Weeks v. Angelone

120 S. Ct. 727 (2000)The Court addressed the following question: When a capital sentencing jury informs the judge that it does not understand the sentencing instructions held facially constitutional in Buchanan v. Angelone and specifically asks whether or not it is free to consider a sentence less than death if it finds one or more aggravating factors, is the judge constitutionally required to clarify that a death sentence is not mandatory upon the finding of an aggravating factor but that the jury should consider mitigating evidence as well in making its sentencing decision?

In a 5-4 decision, the Court affirmed the Fourth Circuit's denial of habeas relief. The Constitution is not violated when a trial judge directs the sentencer to a constitutionally sufficient instruction in response to a question regarding the proper consideration of mitigating circumstances. The law presumes not only that juries follow instructions but also that they understand them. At best, the record shows only a possibility that the jury might have misunderstood its role; no reasonable probability is shown.

Martinez v. Court of Appeal of CA

120 S. Ct. 684 (2000)The Court addressed the following question presented: Does a criminal defendant have a constitutional right to elect self-representation on direct appeal from a judgment of conviction?

The Court unanimously concluded that the Sixth Amendment Faretta right to self-representation does not lead to the conclusion that the Due Process clause requires a similar rule for appeal. Unlike at trial as addressed in Faretta, there is little historical evidence suggesting the right to self-representation on appeal. The right to appeal did not exist until early in the 20th century. To assure the integrity and efficiency of appellate system, states are free to bar self-representation on appeal.

1998 Term

Jones v. United States

119 S. Ct. 2090 (1999)In a 5 to 4 decision, the Court considered three questions regarding a death sentence imposed under the Federal Death Penalty Act. First, the Court held that the Eighth Amendment does not require that the jury be instructed regarding the consequences of the jury’s failure to reach a unanimous decision as to sentence. The Eighth Amendment requires a capital sentencing scheme to narrow the class of persons eligible for a death sentence ("eligibility stage") and must insure an individualized inquiry ("selection stage"). To assure an individualized inquiry, the scheme must allow "broad inquiry" into all "constitutionally relevant mitigating evidence." Petitioner’s requested instruction regarding the effect of jury deadlock had no bearing on eligibility, and the failure to give it did not prevent the jury from considering mitigating evidence. Further, although the Court has held that a capital sentencing jury may not be affirmatively misled regarding its role in the sentencing process, the requested instruction had no bearing on the jury’s role, and the Court has never held that the Eighth Amendment requires the jury be instructed on the consequences of a breakdown in the deliberative process. The Court also declined to exercise its supervisory authority over the federal courts to require such an instruction.

Second, the Court considered Petitioner’s argument that references in the trial court’s instructions to "some lesser sentence" (other than death or life without release) led to jury confusion. Since no objection on this basis was raised at trial, the Court reviewed Petitioner’s claim for plain error. Relief under this standard requires that there has been (1) error, (2) that is plain, and (3) affects substantial rights. There was no error that is plain because there is no reasonable likelihood that the jury applied the challenged instruction in a way that violates the Constitution. Even assuming error, Petitioner cannot show it affected his substantial rights because the trial court told the jury not to be concerned with the effect of a lesser sentence recommendation and because petitioner cannot show that any confusion necessarily worked to his detriment.

Third, the Court considered whether two nonstatutory aggravating circumstances regarding the victim’s vulnerability and the victim’s personal characteristics were duplicative, vague or overbroad. Four members of the Court concluded the factors were not. Five members of the Court concluded that even if the factors were duplicative, vague or overbroad, any error was harmless because had the factors been more precisely defined, the jury would still have recommended death.

Four members of the Court dissented, concluding that the jury instructions regarding the possible sentences could have led the jurors to believe that without unanimity, the court might impose a "lesser sentence." Three of the dissenters also believed the nonstatutory aggravating factors were duplicative and vague.

Strickler v. Greene

119 S. Ct. 1936 (1999)In a habeas proceeding arising from a state capital conviction, the Court addressed (1) whether the state violated Brady v. Maryland, 373 U.S. 83 (1963), (2) whether Petitioner had shown "cause" for failing to raise his Brady claim in state court, and (3) whether Petitioner suffered sufficient prejudice to excuse his procedural default. Strickler was convicted of capital murder and sentenced to death for the murder of a woman who was kidnapped from a mall parking lot and later killed. State witness Stoltzfus provided a detailed eye-witness account of the kidnapping. After Strickler filed his federal habeas petition, a district court discovery order led to the production of previously undisclosed police reports and other documents which cast doubt on Stoltzfus’s confident and detailed trial testimony. Strickler then raised a Brady claim which had not been raised in state court.

The Court first examined whether the state had violated Brady. A Brady violation consists of three components: (1) the evidence must be favorable to the accused, because it is either exculpatory or impeaching; (2) the evidence must have been suppressed by the state, either willfully or inadvertently; (3) the defendant must have been prejudiced. In Strickler’s case, the Court found the first two components established, but did not find prejudice.

Before addressing Brady’s prejudice prong, the Court addressed whether Strickler had shown cause and prejudice to excuse his procedural default of his claim. Cause and prejudice parallel two components of the Brady claim--the state’s suppression of the documents and the prejudice or materiality inquiry. The Court found cause established because the prosecution had withheld exculpatory evidence and Strickler’s trial and post-conviction counsel had reasonably relied on the prosecution’s open file policy as fufilling the prosecution’s duty to disclose. The nondisclosure and the open file policy impeded trial counsel’s access to the factual basis of the claim. Since it was reasonable for trial counsel to rely on the open file policy as the prosecution’s implicit representation that all materials had been disclosed, such reliance by post-conviction counsel was also reasonable. Counsel do not have a duty to raise a claim for which there is no evidentiary support.

The Court decided, however, that Strickler had not shown sufficient prejudice to satisfy either the cause/prejudice standard or Brady’s materiality standard. The Court reiterated the discussion of Brady’s materiality standard in Kyles v. Whitley, 514 U.S. 419 (1995), concluding that the record contained "strong support for the conclusion that petitioner would have been convicted of capital murder and sentenced to death," even if the withheld documents had been disclosed.

Lilly v. Virginia

119 S. Ct. 1887 (1999)The Court addressed "whether the accused’s Sixth Amendment right ‘to be confronted with the witnesses against him’ was violated by admitting into evidence at his trial a nontestifying accomplice’s entire confession that contained some statements against the accomplice’s penal interest and others that inculpated the accused." Lilly, his brother and a third man were charged with a series of robberies and a murder. The brother gave statements to police implicating himself in some of the crimes, but indicating that Lilly committed the murder. When the state called the brother to testify at Lilly’s trial, the brother invoked the Fifth Amendment. Over Lilly’s Sixth Amendment objection, the trial court then admitted the brother’s entire statements. The state supreme court held admission of the statements constitutional because they were against the brother’s penal interest and because a statement against interest of an unavailable witness was a firmly rooted exception to the state’s hearsay rule.

The Court concluded that admission of the brother’s statements violated the Confrontation Clause and remanded the case for the state supreme court to consider whether the error was harmless. The plurality opinion reviewed the history of the "firmly rooted" doctrine and the "against penal interest" exception and concluded, "accomplices’ confessions that inculpate a criminal defendant are not within a firmly rooted exception to the hearsay rule as that concept has been defined in our Confrontation Clause jurisprudence." The plurality also considered the state’s argument that the brother’s statements bore "particularized guarantees of trustworthiness" sufficient to allow their admission. The plurality concluded it was not required to defer to the state supreme court’s determinations on this issue, but should conduct an independent review. The question was whether the guarantees of trustworthiness convinced the plurality that the statements were "so inherently reliable that cross-examination would have been superfluous." The plurality found the facts that other evidence corroborated portions of the statements, that the brother was given Miranda warnings and that the brother knew he was exposing himself to criminal liability insufficient to establish this level of reliability.

Justices Scalia and Thomas joined only the conclusion of the plurality opinion holding that admission of the statements violated the Confrontation Clause and remanding for the state supreme court to conduct a harmless error analysis.

Justice Rehnquist, joined by Justices O’Connor and Kennedy, concurred in the judgment, but disagreed with the plurality’s conclusion that all accomplice confessions inculpating a criminal defendant are not within a firmly rooted exception to the hearsay rule and with the plurality’s conclusion that appellate courts should independently review the government’s proffered guarantees of trustworthiness.

Neder v. United States

119 S. Ct. 1827 (1999)The harmless error rule of Chapman v. California, 386 U.S. 18 (1967), applies to a jury instruction which omits an element of an offense.

O’Sullivan v. Boerckel

119 S. Ct. 1728 (1999)In a federal habeas proceeding, the Court addressed "whether a state prisoner must present his claims to a state supreme court in a petition for discretionary review in order to satisfy the exhaustion requirement" of 28 U.S.C. sec. 2254(b)(1), (c). After his conviction in Illinois state court, Boerckel appealed his convictions to the appellate court, which affirmed. Boerckel then filed a petition for leave to appeal to the Illinois Supreme Court, but did not include three of the claims presented to the appellate court. The Illinois Supreme Court denied leave to appeal. In his federal habeas petition, Boerckel raised six claims, including the three he did not present in the petition to the Illinois Supreme Court. The district court found these three claims procedurally defaulted, but the Seventh Circuit reversed, holding Boerckel was not required to present his claims in a petition for discretionary review to the Illinois Supreme Court to satisfy the exhaustion requirement.

The Supreme Court reversed. Under section 2254(c), a habeas petitioner "shall not be deemed to have exhausted the remedies available in the courts of the State . . . if he has the right under the law of the State to raise, by any available procedure, the question presented." The Court has not interpreted the exhaustion doctrine to require prisoners to file repetitive petitions or to invoke extraordinary remedies. However, because the exhaustion doctrine is intended to give states a full and fair opportunity to resolve federal constitutional claims, state prisoners must give the state courts "one full opportunity" to resolve constitutional issues. Since the normal and established system of appellate review in Illinois is a two-tiered system, comity requires Boerckel to use that system before turning to federal court.

Jones v. United States

119 S. Ct. 1215 (1999)The Court addressed whether the federal carjacking statute "defined three distinct offenses or a single crime with a choice of three maximum penalties, two of them dependent on sentencing factors exempt from the requirements of charge and jury verdict." The federal carjacking statute in effect at the time of Jones’ trial allowed three different sentences depending on certain circumstances. If "serious bodily injury results" during the offense, the defendant may be imprisoned for not more than 25 years. Jones was indicted under the statute, but the indictment did not charge "serious bodily injury." After Jones’ conviction by a jury, the court found by a preponderance of the evidence that serious bodily injury had occurred and imposed a 25-year sentence, despite Jones’ objection that serious bodily injury was a an element of the offense which had not been pled in the indictment or proved to the jury.

The Court concluded that the fairest reading of the statute treats serious bodily harm as an element, not simply a sentence enhancement factor. Elements of an offense must be charged in the indictment, submitted to a jury, and proved beyond a reasonable doubt. Interpreting the statute otherwise would put the statute in constitutional doubt in light of cases dealing with due process and jury trial guarantees.

Calderon v. Coleman

119 S. Ct. 500 (1998)In a per curiam opinion to which four justices dissented, the Court reversed and remanded this Ninth Circuit case for application of the Brecht v. Abrahamson, 507 U.S. 619 (1993), harmless-error standard to Coleman’s claim that an inaccurate jury instruction on the governor’s power to commute a life sentence violated his constitutional right to due process.

1997 Term

Hohn v. United States

118 S. Ct. 1969 (1998)The Court held (5-4 (Kennedy, joined by Stevens, Ginsburg and Breyer; Souter concurring)) that a request for a certificate of appealability pursuant to 28 U.S.C. §2253(c) is a "case" within the meaning of 28 U.S.C. §1254, which provides the Court with jurisdiction to review "Cases in the court of appeals . . .." In reaching this conclusion, the Court characterized a request for a COA as "a proceeding seeking relief for an immediate and redressable injury, i.e., wrongful detention in violation of the Constitution." 118 S.Ct. at 1972. The Court also determined that when action is taken on a COA request, it is the action of the court, not that of a single judge acting individually. In this regard, the Court "reject[ed] the suggestion contained in the Advisory Committee Notes on Federal Rule of Appellate Procedure 22(b) that ‘28 U. S. C. §2253 does not authorize the court of appeals as a court to grant a certificate of probable cause.' 28 U. S. C. App., p. 609." 118 S.Ct. at 1974. Rather, the Court explained, "It is more consistent with the Federal Rules and the uniform practice of the courts of appeals to construe §2253(c)(1) as conferring the jurisdiction to issue certificates of appealability upon the court of appeals rather than by a judge acting under his own seal." 118 S.Ct. at 1974. Additionally, the Court relied in part on a negative inference arising from § 2244(b)(3)(E)’s prohibition on review of the denial of an application to file a second or successive petition, a prohibition with no counterpart in the COA section. Thus, the Court held that it "has jurisdiction under §1254(1) to review denials of applications for certificates of appealability by a circuit judge or a panel of a court of appeals," and that the "portion of House v. Mayo, [324 U.S. 42 (1945)] holding this Court lacks statutory certiorari jurisdiction over denials of certificates of probable cause is overruled." 118 S.Ct. at 1978.

Justice Scalia, joined by Rehnquist, O’Connor and Thomas, dissented asserting that the "notion that a request pertaining to a case constitutes its own ‘case’ for purposes of §1254 is a jaw-dropper." 118 S.Ct. at 1979. Justice Scalia summed up as follows:

The purpose of AEDPA is not obscure. It was to eliminate the interminable delays in the execution of state and federal criminal sentences, and the shameful overloading of our federal criminal justice system, produced by various aspects of this Court's habeas corpus jurisprudence. And the purpose of the specific provision of AEDPA at issue here is also not obscure: It was designed, in intelligent reliance upon a holding of this Court, to end §2255 litigation in the district court unless a court of appeals judge or the circuit justice finds reasonable basis to appeal. By giving literally unprecedented meaning to the words in two relevant statutes, and overruling the premise of Congress's enactment, the Court adds new, Byzantine detail to a habeas corpus scheme Congress meant to streamline and simplify. I respectfully dissent. (118 S.Ct. at 1984.)

It is also noteworthy that, although petitioner argued fairly extensively both in his petition for certiorari and in his brief that Lindh should preclude application of the COA requirement to his §2255 motion, which was filed before passage of the Act, the Court granted certiorari limited to the question "In light of the fact that the Court of Appeals denied the petitioner's request for a Certificate of Appealability, does this Court have jurisdiction to grant certiorari, vacate, and remand this case per the suggestion of the Solicitor General?," and nowhere mentioned the retroactivity issue in its opinion.

Hopkins v. Reeves

118 S. Ct. 1895 (1998)In this Nebraska capital case, the Supreme Court (8-1) held that the Eighth Circuit erred in granting relief on petitioner’s claim that Beck v. Alabama entitled him to a charge on a lesser included offense even though Nebraska law does not provide for lesser included offenses to felony murder, the crime for which petitioner was convicted and sentenced. Writing for the majority, Justice Thomas found Beck "distinguishable from this case in two critical respects." 118 S.Ct. at 1900. First, Alabama law at issue in Beck prohibited instruction on lesser included offenses that existed under state law, while Nebraska law simply does not provide any lesser included offenses for the crime charged in this case. Second, Alabama law created an "artificial barrier" to jury consideration of lesser included offenses in capital cases, thereby treating capital cases differently than noncapital cases, while Nebraska law treats all felony-murder cases the same, capital or noncapital. Relying on these distinctions, the Court criticized the Eighth Circuit’s approach, which it characterized as "requir[ing] in effect that States create lesser included offenses to all capital crimes . . . a requirement [that] is not only unprecedented, but also unworkable." 118 S.Ct. at 1901.

Next, the Court rejected the Eighth Circuit’s conclusion that, because Tison v. Arizona and Enmund v. Florida "require proof of a culpable mental state with respect to the killing before the death penalty may be imposed for felony murder, Nebraska could not refuse lesser included offense instructions on the ground that the only intent required for a felony murder conviction is the intent to commit the underlying felony." 118 S.Ct. at 1902. The Court interpreted the Eighth Circuit’s opinion as "requiring States to alter their definitions of felony murder to include a mens rea requirement with respect to the killing," something it had already rejected in Cabana v. Bullock, 474 U.S. 376 (1986). 118 S.Ct. at 1902. The Court thus concluded that "Tison and Enmund do not affect the showing that a State must make at a defendant’s trial for felony murder, so long as their requirement is satisfied at some point thereafter." 118 S.Ct. at 1902. The Court did not, however, discuss when that showing might have been made in this case.

Additionally, in footnote 3, the Court refused to consider the state’s Teague defense because it was raised for the first time in the petition for certiorari.

Justice Stevens dissented arguing that, "[t]o be faithful to the teaching of Beck," Nebraska’s usual rule that felony murder has no lesser included offenses simply should not apply where the state seeks the death penalty in light of the Court’s decisions in Enmund and Tison. 118 S.Ct. at 1903.

Calderon v. Ashmus

118 S. Ct. 1694 (1998)The Supreme Court reversed the judgment of the Ninth Circuit in this declaratory judgment action concerning California’s threats to invoke the advantages of Chapter 154, and remanded with instructions to dismiss the respondent’s complaint. The Court based this disposition on its conclusion that respondent’s class action did not present a justiciable case or controversy as required by Article III. As Chief Justice Rehnquist explained,

The underlying "controversy" between petitioners and respondent is whether respondent is entitled to federal habeas relief setting aside his sentence or conviction obtained in the California courts. But no such final or conclusive determination was sought in this action. Instead, respondent carved out of that claim only the question of whether, when he sought habeas relief, California would be governed by Chapter 153 or by Chapter 154 in defending the action. Had he brought a habeas action itself, he undoubtedly would have obtained such a determination, but he seeks to have that question determined in anticipation of seeking habeas so that he will be better able to know, for example, the time limits which govern the habeas action.

We think previous decisions of this Court bar the use of the Declaratory Judgment Act for this purpose.

118 S.Ct. at 1698.

The Court further characterized this action as one that "attempts to gain a litigation advantage by obtaining an advance ruling on an affirmative defense." 118 S.Ct. at 1698. [Editor’s note: This language may be useful in challenging the few existing rulings that § 2244's statute of limitations is jurisdictional, as opposed to being an affirmative defense.] Finally, Chief Justice Rehnquist advised that, "[i]f the class members file habeas petitions, and the State asserts Chapter 154, the members obviously can litigate California’s compliance with Chapter 154 at that time. Any risk associated with resolving the question in habeas, rather than a pre-emptive suit, is no different from risks associated with choices commonly faced by litigants." 118 S.Ct. at 1699.

Justice Breyer, joined by Justice Souter, concurred to point out that "it should prove possible for at least some habeas petitioners to obtain a relatively expeditious judicial answer to the Chapter 154 compliance question and thereby provide legal guidance for others." 118 S.Ct. at 1700.

Stewart v. Martinez-Villareal

118 S. Ct. 1618 (1998)In this Arizona capital case, the Court affirmed the judgment of the Ninth Circuit, which held § 2244(b)’s bar to second or successive applications for habeas relief inapplicable to petitioner’s Ford claim, which had been raised in his first petition but dismissed by the district court as unripe. Writing for the 7-2 majority, Chief Justice Rehnquist explained that "[t]his may have been the second time that respondent had asked the federal courts to provide relief on his Ford claim, but this does not mean that there were two separate applications . . . There was only one application for habeas relief, and the District Court ruled (or should have ruled) on each claim at the time it became ripe." 118 S.Ct. at 1621. Rejecting the state’s contention that the Ford claim is subject to § 2244(b), the Court pointed out that "none of our cases . . . have ever suggested that a prisoner whose habeas petition was dismissed for failure to exhaust state remedies, and who then did exhaust those remedies and returned to federal court, was by such action filing a successive petition." 118 S.Ct. at 1622. Following this reasoning, the Court held that "respondent’s Ford claim . . . should be treated in the same manner as the claim of a petitioner who returns to a federal habeas court after exhausting state remedies." 118 S.Ct. at 1622. In footnote 1, the Court expressly reserved decision on the proper handling of a Ford claim raised for the first time only after a petitioner has already completed one round of federal habeas review.

Justices Scalia, joined by Thomas, dissented, accusing the majority of "flout[ing] the unmistakable language of the statute to avoid what it calls a ‘perverse’ result," and asserting that, "[a]s hard as it may be for this Court to swallow, in yesterday’s enactment of AEDPA Congress curbed our prodigality with the Great Writ . . . ‘The mutilated [AEDPA] bears ample testimony to the "day before yesterday" that judges insist is today.’" 118 S.Ct. at 1623. (internal citations omitted).

Justice Thomas, joined by Scalia, also dissented, arguing that the dictionary definitions of "application" and "present" -- the words of § 2244(b) -- compel the conclusion that respondent’s Ford claim should be subjected to the AEDPA’s bar to successive requests for relief. See 118 S.Ct. at 1624.

Bousley v. United States

118 S. Ct. 1604 (1998)The Court held that its decision in Teague v. Lane, 489 U.S. 288 (1989), does not prevent petitioner from relying on Bailey v. United States, 516 U.S. 137 (1995) to support his claim that his guilty plea to using a firearm in violation of 18 U.S.C. § 924(c)(1) was involuntary because he was misinformed by the trial court and his counsel as to the true nature of the charge against him. The Court explained that "because Teague by its terms applies only to procedural rules, we think it is inapplicable to the situation in which this Court decides the meaning of a criminal statute enacted by Congress." 118 S.Ct. at 1610.

The Court did, however, determine that petitioner’s Bailey claim was procedurally defaulted as a result of his failure to challenge his guilty plea on direct appeal, and that petitioner is unable to demonstrate cause for the default. Reasoning that petitioner may be able to meet the actual innocence standard necessary to overcome his default, however, the Court remanded for further inquiry. With regard to the scope of that inquiry, the Court explained:

the Government is not limited to the existing record to rebut any showing that petitioner might make. Rather, on remand, the Government should be permitted to present any evidence of petitioner’s guilt even if that evidence was not presented during petitioner’s plea colloquy and would not normally have been offered before our decision in Bailey. In cases where the Government has foregone more serious charges in the course of plea bargaining, petitioner’s showing of actual innocence must also extend to those charges.

118 S.Ct. at 1611-12.

Finally, the Court clarified that, because petitioner’s indictment charged him only with "using" a firearm -- as opposed to "carrying" – "petitioner need demonstrate no more than that he did not ‘use’ a firearm as that term is defined in Bailey" in order to overcome his default. 118 S.Ct. at 1612.

Calderon v. Thompson

118 S. Ct. 1489 (1998)The Court held (5-4) that the en banc Ninth Circuit abused its discretion in sua sponte recalling the mandate in this California capital case. Writing for the majority, Justice Kennedy (joined by Rehnquist, O’Connor, Scalia and Thomas) first determined that, "[i]n a § 2254 case, a prisoner’s motion to recall the mandate on the basis of the merits of the underlying decision can be regarded as a second or successive application for purposes of § 2244(b)," and that, therefore, "[i]f the court grants such a motion, its action is subject to AEDPA irrespective of whether the motion is based on old claims (. . .) or new ones (. . .)." 118 S.Ct. at 1500. Here, however, because the Ninth Circuit acted sua sponte and recalled the mandate based only upon the contents of Thompson’s first habeas petition, the Ninth Circuit’s action "did not contravene the letter of AEDPA." 118 S.Ct. at 1500.

However, Justice Kennedy explained that "[a]lthough the terms of AEDPA do not govern this case, a court of appeals must exercise its discretion in a manner consistent with the objects of the statute." 118 S.Ct. at 1500. He then proceeded to a lengthy discussion of the importance of finality, stating that "[w]hen lengthy federal proceedings have run their course and a mandate denying relief has issued, finality acquires an added moral dimension. Only with an assurance of real finality can the State execute its moral judgment in a case." 118 S.Ct. at 1501.

On the basis of this overriding concern, the Court held "the general rule to be that, where a federal court of appeals sua sponte recalls its mandate to revisit the merits of an earlier decision denying habeas corpus relief to a state prisoner, the court abuses its discretion unless it acts to avoid a miscarriage of justice as defined by our habeas corpus jurisprudence." 118 S.Ct. at 1502. This new standard, while "somewhat more lenient than the standard in § 2244(b)(2)(B)," "comports with the values and purposes underlying AEDPA" which, although not governing in this case, "’certainly inform [the Court’s] consideration.’" 118 S.Ct. at 1502.

Turning to the merits of petitioner’s actual innocence showing as made in his first habeas petition, the Court quickly determined that petitioner had not satisfied either the Schlup or Sawyer standards. The Court therefore reversed the judgment of the Ninth Circuit and remanded with instructions to reinstate the panel’s earlier mandate denying habeas relief.

Justice Souter (joined by Stevens, Ginsburg and Breyer) dissented from the majority’s adoption of the miscarriage of justice standard as the rule to be applied when deciding whether to recall a mandate. Souter said that, while the "majority . . . adhere to the terminology of abuse of discretion . . . it is abuse of discretion ‘informed by’ the 1996 amendments to the habeas corpus statute enacted by certain provisions of AEDPA . . ., and so informed the abuse of discretion standard is beyond recognition." 118 S.Ct. at 1508. He explained further that, "[n]othing in AEDPA speaks to the courts of appeals’ inherent power to recall a mandate, as such, and so long as the power over mandates is not abused to enable prisoners to litigate otherwise forbidden ‘second or successive’ habeas petitions, . . . AEDPA is not violated." 118 S.Ct. at 1509. Thus, "[w]hatever policy the Court is pursuing, it is not the policy of AEDPA." 118 S.Ct. at 1509.

Campbell v. Louisiana

118 S. Ct. 1419 (1998)A white criminal defendant has standing to object to discrimination against black persons in the selection of grand jurors. Regarding a white defendant’s standing to raise the equal protection rights of excluded black grand jurors, the Court applied the reasoning of Powers v. Ohio, 499 U.S. 400 (1991), which involved a white defendant’s standing to challenge racial discrimination against black persons in the exercise of peremptory challenges. Whether a defendant may assert the equal protection rights of others requires satisfying three preconditions: (1) the defendant suffered an "injury in fact"; (2) the defendant had a "close relationship" to the excluded jurors; and (3) there was some hindrance to the excluded jurors asserting their own rights. Campbell satisfied these conditions. A criminal defendant also has standing to litigate whether his conviction was procured by procedures which violate due process.

Spencer v. Kemna

118 S. Ct. 978 (1998)The Court (Scalia, joined by Rehnquist, O’Connor, Kennedy, Souter, Thomas, Ginsburg and Breyer) first determined that the district court’s "conclusion that Spencer’s release from prison caused his petition to be moot because it no longer satisfied the ‘in custody’ requirement of the habeas statute was in error" because petitioner was in custody "at the time the petition was filed, which is all the ‘in custody’ provision of 28 U.S.C. § 2254 requires." 118 S.Ct. at 983. The Court considered the Amore substantial question" to be "whether petitioner’s subsequent release caused the petition to be moot because it no longer presented a case or controversy under Article III . . ." Id. As to this question, the Court acknowledged that it has been "willing to presume that a wrongful criminal conviction has continuing collateral consequences . . .," but pointed out that here, petitioner was not challenging the validity of his conviction, but rather the "wrongful termination of his parole status." Id. After reviewing the origins of, and justifications for, the presumption of collateral consequences for criminal convictions, the Court "decline[d] to presume that collateral consequences adequate to meet Article III’s injury-in-fact requirement resulted from petitioner’s parole revocation." 118 S.Ct. at 986. Finally, the Court also rejected the four injuries-in-fact alleged by petitioner in support of the continuing vitality of his petition, and concluded by affirming the Eighth’s Circuit’s dismissal of the petition as moot.

Buchanan v. Angelone

118 S. Ct. 757 (1998)In this Virginia capital case, the Court addressed "whether the Eighth Amendment requires that a capital jury be instructed on the concept of mitigating evidence generally, or on particular statutory mitigating factors." 118 S.Ct. at 758-59. Answering this question in the negative and affirming the judgment of the Fourth Circuit, the majority (6-3) held that "[t]he absence of an instruction on the concept of mitigation and of instructions on particular statutorily defined mitigating factors did not violate the Eighth and Fourteenth Amendments to the United States Constitution." 118 S.Ct at 763.

The penalty phase jury instruction in petitioner’s case made no reference to the concept of mitigation, or to the specific statutory mitigating circumstances at issue. Rather, the only arguable reference to the jury’s ability to consider such information came in the following paragraph:

'If you find from the evidence that the Commonwealth has proved beyond a reasonable doubt the requirements of the preceding paragraph, then you may fix the punishment of the Defendant at death or if you believe from all the evidence that the death penalty is not justified, then you shall fix the punishment of the Defendant at life imprisonment.

118 S.Ct. at 760 n.1.

In approving the instruction in this case, the majority, through Chief Justice Rehnquist, began by recognizing that the Court’s cases "have distinguished between two different aspects of the capital sentencing process, the eligibility phase and the selection phase," and establishing that "it is only the selection phase that is at stake in [t]his case." 118 S.Ct. at 761. Petitioner argued that the Court’s decisions "indicate that the jury at the selection phase must both have discretion to make an individualized determination and have that discretion limited and channeled," and that the "Eighth Amendment therefore requires the court to instruct the jury on its obligation and authority to consider mitigating evidence, and on particular mitigating factors deemed relevant by the State." Id.

Rejecting these contentions, the majority explained that "petitioner . . . fails to distinguish the differing constitutional treatment we have accorded [the eligibility and selection] aspects of capital sentencing. It is in regard to the eligibility phase that we have stressed the need for channeling and limiting the jury's discretion to ensure that the death penalty is a proportionate punishment and therefore not arbitrary or capricious in its imposition. In contrast, in the selection phase, we have emphasized the need for a broad inquiry into all relevant mitigating evidence to allow an individualized determination." Id. Accordingly, the "State may shape and structure the jury’s consideration of mitigation so long as it does not preclude the jury from giving effect to any relevant mitigating evidence." Id. Thus, while Boyde v. California, 494 U.S. 370 (1990), established that the standard for assessing whether these principles have been violated is "’whether there is a reasonable likelihood that the jury has applied the challenged instruction in a way that prevents the consideration of constitutionally relevant evidence,’" the Court has "never gone further and held that the state must affirmatively structure in a particular way the manner in which juries consider mitigating evidence." Id. Rather, according to the majority, the Court’s "decisions suggest that complete jury discretion [during the selection process] is constitutionally permissible." 118 S.Ct. at 761-62.

Applying these principles, the majority quickly concluded that the instruction in this case was constitutional because it "did not foreclose the jury’s consideration of any mitigating evidence." 118 S.Ct. at 762. Rather, "[b]y directing the jury to base its decision on ‘all the evidence,’ the instruction afforded jurors an opportunity to consider mitigating evidence." Additionally, the majority concluded that "the entire context in which the instructions were given expressly informed the jury that it could consider mitigating evidence." Id. The context the majority refers to consists of two days of trial testimony concerning "petitioner’s family background and mental and emotional problems," and the "extensive arguments of both defense counsel and the prosecutor on the mitigating evidence . . .." Id. Essentially, the majority found it "unlikely that reasonable jurors would believe that the court’s instructions" would foreclose consideration of evidence and argument that was so important to the parties at trial. Id.

Justice Scalia concurred to reiterate his continuing adherence to the "view that the Eighth Amendment does not, in any event, require that sentencing juries be given discretion to consider mitigating evidence." 118 S.Ct. at 763. He also pointed out the "incompatibility between the Lockett-Eddings requirement and the holding of Furman . . . that the sentencer’s discretion must be constrained to avoid arbitrary or freakish imposition of the death penalty," and argued that "[t]he Court's ongoing attempt to resolve that contradiction by drawing an arbitrary line in the sand between the 'eligibility and selection phases' of the sentencing decision is . . . incoherent and ultimately doomed to failure." Id.

Justice Breyer, joined by Justices Stevens and Ginsburg, dissented concluding that, "taking the instructions and the context together, the judge’s instructions created a ‘reasonable likelihood’ that the jury ‘applied the challenged instruction in a way that prevents the consideration of constitutionally relevant evidence.’" 118 S.Ct. at 766.

Trest v. Cain

118 S. Ct. 478 (1997)In a brief opinion by Justice Breyer, the unanimous Court held that "[a] court of appeals is not ‘required’ to raise the issue of procedural default sua sponte." 118 S.Ct. at 480. The Court reiterated that "procedural default is normally a ‘defense’ that the State is ‘obligated to raise’ and ‘preserv[e]’ if it is not to ‘lose the right to assert the defense thereafter.’" Id. (internal citations omitted) Before remanding for further proceedings, the Court remarked that, "[w]e do not say that a court must always ask for further briefing when it disposes of a case on a basis not previously argued. But often, as here, that somewhat longer (and often fairer) way ‘round is the shortest way home." 118 S.Ct. at 481.

1996 Term

Lindh v. Murphy

117 S. Ct. 2059 (1997)Justice Souter, writing for a 5-4 majority (joined by Justices Stevens, O’Connor, Ginsburg and Breyer), concluded that the Chapter 153 Amendments [the amendments applicable to all habeas corpus cases] to the habeas corpus statutes, contained in the Antiterrorism and Effective Death Penalty Act of 1996, did not apply to "applications that were already pending when the Act was passed." Applying the Landgraf v. USI Film Products, 511 U.S. 244 (1994), analysis for determining the retroactivity of new congressional statutes, the Court, applying "normal rules of [statutory] construction" held that "the statute reveals Congress’s intent to apply the amendments to Chapter 153 only to such cases as were filed after the statutes’s enactment." 117 S.Ct. at 2063. The Court embraced the negative inference which arises from the fact that section 107(c) of the act expressly stated that "’Chapter 154 [which contains the "opt-in" provisions for capital cases in qualifying jurisdictions] . . . shall apply to cases pending on or after the date of enactment of this Act." Id. Thus the majority concluded: "We read this provision of section 107(c), expressly applying Chapter 154 to all cases pending at enactment, as indicating implicitly that the amendments to Chapter 153 were assumed and meant to apply to the general run of habeas cases only when those cases had been filed after the date of the Act." Id. The Court noted that the negative inference was supported by the fact that the two chapters were part of a single bill and did not "evolve[] separately." 117 S.Ct. at 2064. The negative inference, the Court stated, is strongest when "the portions of the statute treated differently had already been joined together and were being considered when the language raising the implication was inserted." 117 S.Ct. at 2065. The Court also believed that the negative inference was supported by section 2264(b) of Chapter 154, which provides that "following review subject to subsections (a), (d), and (e) of section 2254, the court should rule on the claims." This section indicated that "when a pending case is also an expedited capital case subject to chapter 154, the new provisions of section 2254(d) and (e) will apply to that case." 117 S.Ct. at 2067. This, in the Court’s view, "confirms that Congress assumed that in the absence of such a provision, sections 2254(d) and (e) (as new parts of Chapter 153) would not apply to pending cases." Id. The Court noted that while there were some conflicting possible inferences arising from various provisions of the AEDPA "in a world of silk purses and pigs’ ears, the Act is not a silk purse of the art of statutory drafting" and "our analysis accords more coherence to sections 107(c) and 2264(b) than any rival we have examined." 117 S.Ct. at 2068.

Justice Rehnquist, joined by Justices Scalia, Kennedy and Thomas, dissented acknowledging that while "Congress might have intended that omission [in 107(c)] to signal its intent that Chapter 153 not apply to pending cases. . . .there are other, equally plausible alternatives." Id. Not finding the negative inference strong enough, Justice Rehnquist would have gone on and applied ordinary retroactivity principles and doing so would have found the Chapter 153 amendments applicable because (1) the modifications are procedural; (2) habeas corpus is a prospective remedy; (3) the changes are jurisdictional. 117 S.Ct. at 2068-2072.

O’Dell v. Netherland

117 S. Ct. 1969 (1997)The Supreme Court held (5-4) that its decision in Simmons v. South Carolina, 512 U.S. 154 (1994), which "requires that a capital defendant be permitted to inform his sentencing jury that he is parole-ineligible if the prosecution argues that he presents a future danger," announced a new rule under Teague, and therefore could not "be used to disturb petitioner’s death sentence," which became final in 1988. 117 S.Ct. at 1971. Writing for the majority, Justice Thomas (joined by Justices Rehnquist, O’Connor, Scalia and Kennedy) explained that Teague forbids disturbing a final state court judgment "unless it can be said that a state court, at the time the conviction or sentence became final, would have acted objectively unreasonably by not extending the relief later sought in federal court." 117 S.Ct. at 1973. Justice Thomas began by labeling the rule in Simmons as "an unlikely candidate for ‘old-rule’ status" because [t]he array of views expressed [by the Justices] in Simmons itself suggests that the rule announced there was, in light of this Court’s precedent, ‘susceptible to debate among reasonable minds.’" 117 S.Ct. at 1974.

Petitioner contended that a reasonable jurist would have felt compelled to grant the relief he sought by the Court’s decisions in Skipper and Gardner, both of which predated petitioner’s conviction and were relied upon in the Simmons decision. Rejecting this assertion, Justice Thomas drew a distinction between Skipper and Gardner on the one hand -- cases concerning the ability to present the jury with "information about a defendant" -- and Simmons on the other -- a case concerning the capital defendant’s ability "to describe the extant legal regime." 117 S.Ct. at 1976. He also pointed to the existence in 1988 of California v. Ramos, 463 U.S. 992 (1983) and Caldwell v. Mississippi, 472 U.S. 320 (1985), both cases dealing with providing the jury with post-sentencing information, for the proposition that reasonable jurists in 1988 "could have drawn a distinction between information about a defendant and information concerning the extant legal regime," with the former group being controlled by Skipper and Gardner, and the latter not. 117 S.Ct. at 1977. Against this legal backdrop, Justice Thomas concluded that "a reasonable jurist in 1988 would not have felt compelled to adopt the rule later set out in Simmons." Id. Finally, petitioner’s contention that the rule in Simmons fits within the second exception to the Teague new rule bar, allowing retroactive application of "watershed rules of criminal procedure," was also rejected. 117 S.Ct. at 1978.

Justice Stevens, joined by Justices Souter, Ginsburg and Breyer, dissented arguing both that Simmons did not announce a new rule and that, even if it did, the rule in Simmons fits within the second Teague exception because "it is of such importance to the accuracy and fairness of a capital sentencing proceeding that it should be applied consistently to all prisoners whose death sentences were imposed in violation of the rule . . .." 117 S.Ct. at 1981.

Bracy v. Gramley

117 S. Ct. 1793 (1997)In a unanimous opinion authored by Justice Rehnquist, the Court held that "petitioner has made a sufficient factual showing to establish ‘good cause,’ as required by Habeas Corpus Rule 6(a), for discovery on his claim of actual judicial bias." 117 S.Ct. at 1795. Petitioner was tried, convicted and sentenced to death before then Illinois state court judge Thomas Maloney. Maloney was later convicted of taking bribes from criminal defendants to fix criminal cases as part of "Operation Greylord." Petitioner alleged in his federal petition that he was denied a fair trial because "in order to cover up the fact that [Maloney] was taking bribes from defendants in some cases, [he] was prosecution oriented in other cases." 117 S.Ct. at 1796. The district court denied relief and denied petitioner’s motion for discovery -- which requested the sealed transcript of Maloney’s trial, reasonable access to the prosecution’s materials in Maloney’s case and the opportunity to depose persons associated with Maloney--on the basis that the allegations contained "insufficient specificity or good cause." Id. The court of appeals affirmed "because petitioner failed to uncover any evidence of actual bias without discovery," thus, in the court of appeals’ view, "the probability is slight that a program of depositions aimed at crooks and their accomplices . . .will yield such evidence." Id.

The Court first identified the essential elements of petitioner’s judicial-bias claim, which were a "fair trial in a fair tribunal," and concluded that if petitioner could demonstrate that Maloney engaged in "compensatory, camouflaging bias in petitioner’s own case" to hide his "taking of bribes from some criminal defendants" then the Due Process Clause would be violated. 117 S.Ct. at 1797. Thus, while the Court noted that the court of appeals may have correctly predicted that "petitioner will be unable to obtain evidence to support a finding of actual bias," he nevertheless had established "good cause for discovery." 117 S.Ct. at 1799. Since petitioner’s allegations provided "reason to believe that the petitioner may, if the facts are fully developed, be able to demonstrate that he is . . . entitled to relief," it was an abuse of discretion for the district court to refuse any discovery. Id. The Court left it to the district court to determine the "scope and extent" of discovery. Id.

Lambrix v. Singletary

117 S. Ct. 1517 (1997)The Court (5-4) held that Espinosa v. Florida, 505 U.S. 1079 (1992), which held that where a sentencing judge in a weighing state is required to give deference to a jury’s advisory sentencing recommendation, neither the judge nor the jury may constitutionally weigh invalid aggravating circumstances, established a new rule of procedure inapplicable to cases which were final on direct review at the time Espinosa was decided.

The majority opinion, authored by Justice Scalia (and joined by Justices Rehnquist, Kennedy, Souter and Thomas) first discussed the state’s contention that petitioner’s Espinosa claim was procedurally barred, an issue which was not addressed by the court of appeals. The Court stated that "the procedural-bar issue should [ordinarily] be considered first. 117 S.Ct. at 1523. The court explained that its previous announcements that the Teague retroactivity question was a "threshold matter" only meant that "the Teague issue should be addressed before considering the merits of the claim." Id. Because it "undermines the criminal justice system. . . when a federal court permits [a State’s procedural rules] to be readily evaded" and because "[c]onstitututional issues are generally to be avoided," and because the "Teague inquiry requires a detailed analysis of federal constitutional law," the procedural bar issue should ordinarily be considered first. However, the Court declined to remand the case so as not to "prolong this litigation." Id.

On the new rule issue, the majority, surveying the "legal landscape" at the time Lambrix’ conviction became final, concluded that Espinosa was not dictated by precedent. First, Justice Scalia noted that Espinosa "did not purport to rely upon any controlling precedent," 117 S.Ct. at 1525, but "cited only a single case, Baldwin v. Alabama, 472 U.S. 372, 382 (1985)," and even "that lone citation [was introduced] with a ‘cf.’ - an introductory signal which shows authority that supports the point in dictum or by analogy, not one that ‘controls’ or ‘dictates’ the result." Id. Then, analyzing the cases "relied upon most heavily by petitioner"-- Godfrey v. Georgia, 446 U.S. 420 (1980); Maynard v. Cartwright, 486 U.S. 356 (1988); and, Clemons v. Mississippi, 494 U.S. 738 (1990)--the majority concluded that these cases suggested that "as late as 1990, if a Florida trial court determined that the defendant’s conduct fell within the narrowed HAC aggravator, the sentence would satisfy the Eighth Amendment." 117 S.Ct. at 1526. Thus Espinosa, which held to the contrary, was a new rule. The majority also rejected petitioner’s contention that Espinosa was not a new rule because it was a per curiam decision. The Court stated that "[w]hatever inference of established law a summary, per curiam disposition might normally carry is precluded by the peculiar circumstances surrounding the summary per curiam in Espinosa," because "just three weeks prior to our issuance of Espinosa, we had decided a case [Sochor v. Florida, 504 U.S. 527 (1992)] that raised the identical issue, but the issue was not decided because "the defendant had failed to preserve his objection in the state courts." 117 S.Ct. at 1530. Thus, in the Court’s view, Espinosa was "only in the most technical sense an ‘unargued’ case." Id.

The majority then noted that "[m]ost of the dissent is devoted to making a forceful case that Espinosa was a reasonable interpretation of prior law--perhaps even the most reasonable one. But the Teague inquiry--which is applied to Supreme Court decisions that are, one most hope, usually the most reasonable interpretation of prior law--requires more than that. It asks whether Espinosa was dictated by precedent--i.e., whether no other interpretation was reasonable." Id.

After finding that neither of Teague’s two exceptions applied, the Court affirmed the denial of habeas corpus relief.

Justice Stevens dissented, joined by Justices Ginsburg and Breyer. Justice O’Connor also dissented on the basis that the case should be remanded to the court of appeals to determine the procedural default issue and that it was "premature to address the State’s contention that petitioner’s Espinosa claim is barred on Teague grounds." However, she noted that "since the Court reaches the question, I wish to express my agreement with Justice Stevens’ resolution of the Teague issue." 117 S.Ct. at 1534.

California v. Roy

117 S. Ct. 337 (1996)The Court reversed and remanded the decision of the en banc Ninth Circuit, which had granted habeas relief on the ground that the trial court’s erroneous instruction, which failed to include the essential element of intent in a first degree murder charge, was not harmless. The Court found that the Ninth Circuit’s harmless error analysis, which drew primarily from the concurrence in Carella v. California, 491 U.S. 263 (1989), and allowed a finding of harmlessness "only if review of the facts found by the jury establishes that the jury necessarily found the omitted element," 81 F.3d 863, 867 (1996), was not sufficiently deferential in light of the Court’s decisions in Brecht and O’Neal. Because the error at issue was clearly trial error and "[t]he state courts . . . applied harmless-error analysis of the strict [Chapman] variety," the Court determined that the standard set forth in Brecht and O’Neal, rather than the analysis suggested in Carella, was to be employed in assessing its harmlessness vel non.

Justice Scalia, concurring in the remand, cited Sullivan v. Louisiana, 508 U.S. 275 (1993) and suggested that, because a defendant is entitled to a verdict that "he is guilty of each necessary element of the crime," the error at issue here "can be harmless only if the jury verdict on other points effectively embraces this one or if it is impossible, upon the evidence, to have found what the verdict did find without finding this point as well." This analysis, however, must still be conducted within the framework of Brecht and O’Neal.

[See also Seiler v. Thacker, 101 F.3d 536, 539 (8th Cir. 1996), cert. denied, 117 S.Ct. 1447 (1997) (Court of appeals explicitly held that Brecht prejudice analysis is not appropriate unless the state courts have conducted Chapman v. California harmless error analysis)]