So, a bunch of you chimed in with responses to the epic battle of Scotchman and Black-Face, which later became a lawsuit decided in part by Hunt-Berlin Coal Co. v. Paton, 202 S.W. 935 (Tenn. 1918). To quickly recap, a strapping young bloke named Paton saw fit to threaten poor Mr. Morehead with promises of imminent demise. I do believe his exact words were, “I will kill you,” repeated multiple times. Morehead, being the shrinking violet that he was, made a B-line in the opposite direction, only to be pursued by Paton. There was an unfortunate miscommunication of body language that resulted in Paton pushing up daisies and Morehead staring down a jury of his supposed peers. Turns out that what Morehead saw as a pistol was actually a “sealing iron.” Since I can barely wield a hammer with much authority, I’d love for someone to tell me what a sealing iron is… My original post included a poll, which many of you were awesome enough to actually indulge. I asked whether Morehouse was criminally guilty, civilly liable, or home free. I also asked about potential liability for his employer, since this little brouhaha erupted at work. The overwhelming majority (over 75%) voted that Morehouse would live out the rest of his days guilty-verdict-free and civil-judgment-free. So what’s the answer???
BTW, right now I’ve got this incurable verbal tick that keeps forcing me to change this guy’s name from Morehead to Morehouse. That’s the school my best friend attended. It’s stuck in my head for some reason, like when Sarah Palin kept saying “Senator O’Biden.” Can you tell I have attention deficit issues? Anyway…
The short answer is, Morehead is probably in good shape. The longer answer (as with all legal questions) is, well, maybe. Kinda, sorta. Probably. But it depends. In the trial court, Mr. Paton’s estate actually won (Round 1). It was awarded civil damages from both Morehead and Morehead’s employer, the coal company. So Morehead said “oh know he di’n’t” and promptly made his case to the Court of Appeals (Round 2). The COA reversed, but only as to the coal company. It said the coal company should have been off the hook, but Morehouse was properly slapped with a judgment.
Well, then everybody was perturbed, so they all appealed one mo’ time. Now they’re off to the big dogs: Tennessee Supreme Court (Round 3). Incidentally, Paton, on his death-bed at the hospital, admitted to police only that he had “applied vile epithets to Morehead,” which miiiiiiiiiight have slightly exacerbated the brouhaha. Next time someone pisses you off, just threaten to “apply vile epithets” to them, and see what they say. Back to the Supremes.
So, His Highness the Honorable Justice [first name unknown] Williams reached the following conclusions: The employer (coal company) was off the hook, because whatever shenanigans arose between Morehouse and Paton had nothing to do with the bossman. After all, “Morehead was not a guard, and his use of force was something that his employer cannot be held to have fairly had in anticipation.” Paton at 938. As to Morehead’s self-defense claim, the Court gives us this useful reminder:
The law of self-defense applicable in a civil suit is the same as that governing in criminal prosecutions, with the exception that in a civil action the cause must be decided on a preponderance of testimony, whereas in a criminal prosecution the defendant is entitled to the benefit of a reasonable doubt in respect to the defense….
However, it made another distinction between self-defense in the civil and criminal contexts. “In an action to recover damages for wrongful death due to an intentional act,” which by definition includes shooting someone in self-defense, “the burden of proof is on the plaintiff [the shooting ‘victim’ / alleged attacker] first to establish his case by sufficient proof; but when there is a plea of self-defense the burden of proof is on the defendant [the person who resorted to deadly force in self-defense] to sustain the plea.” In other words, the prosecution has to do all the work in a criminal trial, but in a civil trial, proving self-defense is all on you, the self-defender. Court says anything less would be “obnoxious to a wise and fair administration of justice.” Paton at 948.
I’m wrapping up, I swear. Almost done.
Here’s the somewhat scary part for my CCW homies out there. The Supreme Court held that “the jury was warranted in finding that the sealing iron did not so nearly resemble a pistol as to mislead Morehead.” Paton at 938. The Court went on to speculate that “the jury may have drawn the inference that Morehead saw Paton at work with that tool at the meter just prior to the shooting,” thus impeaching the theory that Morehead reasonably thought the tool was in fact a gun. The result: “Under the facts [of this case,] the validity of the plea of self-defense was for the jury; and we cannot say that there was no evidence to support its finding of liability on Morehead’s part.” Id.
If the case had ended there, Morehead would be up a creek. But it just so happens that the trial court left out some important words in the jury instructions, which might have misled the jury on the exact definition of self-defense. So, on that little technicality, Morehead’s “pay up now” verdict was tossed out and the whole case went back down to be trial a second time. No idea what happened after that (most likely an out-of-court settlement).
Moral of the Story:
Actually I’ve got to take my mom to hear some live blues and eat some barbecue for her birthday. So for now, you tell me what the moral of the story is! I’ll chime in a bit later. If anyone is interested in reading the whole opinion in this case, here it is. Enjoy!
Hi Tiffany. First off, I just wanted to say I recently discovered your blog through a comment on Tam’s “View From the Porch” blog and I am really enjoying reading through your material. Keep up the good work 🙂 !
This was an interesting case to read about. I think the decision may have been more clear cut today as a result of a lot of research that has occurred since 1918. A great article with some of the supporting case law and a bibliography of a number of relevant studies is “Assessing Lethal Force Liability Decisions and Human Factors Research” by Darrell L. Ross Ph.D. The whole report is 23 pages long and if you want to read it, you can find a copy here for $4.00 :
https://www.iletsbei.com/forum/articledetail.php?recordID=1401
The focus of the study was directed at Law Enforcement, but I think the relevant principals could be used by an attorney representing a civilian involved in a self defense use of force as well. Guidelines cited in the report for LE use of force were set out in Tennessee v. Garner (1985) and Graham v. Connor (1989). Obviously some of the details were not pertinent to a civilian self protection scenario but important points were made regarding evaluation of the circumstances in a given situation from the perspective of a reasonable officer (this was regarding law enforcement specifically, though I think the use of “reasonable person” would also be valid in a civilian self defense case) on the scene rather than with the benefit of 20 / 20 hindsight.
On page 86 the report states “Consistent with the Graham standard, assessing a claim of excessive force within the calculus of reasonableness must take into account perceptual distortions and performance limitations bearing directly on the question of an officer’s reasonableness. The Court has endorsed a “reasonableness at the moment” standard noting that police officers are often forced to make split second decisions in unpredictable and dynamic arrest environments”. I think the important part here is the acknowledgement of the perceptual distortions that occur during stressful encounters.
On page 94, there is a list of 6 cases that found in favor of the involved officer and recognized the human factors of perceptual distortions in vision, reaction time, and cognitive processing when the officer was forced to make a split second decision under rapidly unfolding circumstances and when the environment was less than optimal (it also cites studies by Breedlove, 1995 and Honig & Lewinski 2008 – that highlight these factors). Specifically interesting as it relates to the case your write about here is that “Processing visual cues by the brain takes longer than auditory cues; and motion is perceived before color, and color is processed before shape”. It also points out in Gregory v. Zumwult (2008), the court ruled that the Constitution does not require omniscience or absolute certitude to act in self defense and the officer need not be absolutely sure of the nature of the threat or suspect’s intent in order to justify the use of reasonable force.
There is obviously much more to the report and it is a very interesting read. My thought was that the new studies regarding perceptual distortion and decision making under stress (mid brain vs fore brain) may have helped Morehead. His defense that he was surprised to find Paton behind him approaching rapidly and reaching for something while having expressed (and continuing to express) his intent to cause great bodily harm or death verbally is much more credible in the light of this new information.
If I was arguing for Morehead, I would point out that he had willingly left the confrontation. That Paton pursued and verbally stated his intentions to cause great bodily harm or death. This reinforces that Morehead is not seeking the confrontation or putting himself in a position that requires the use of force (in other words, he is not artificially creating the need to defend himself). When Paton pursues and reaches for an object, Morehead is in a heightened state of stress after being placed in a position of jeopardy. Because of this, his perceptions are likely to be distorted. His vision will perceive motion first (he saw Paton reaching for something he could reasonably assume is a weapon due to the stated intent and pursuit). He MAY perceive color, and probably does not have time to perceive shape. This is why officers are found to be reasonable when someone points a cell phone at them in a manner consistent with pointing a handgun at the termination of a pursuit. Movement and color… it would be unwise to wait to see a muzzle flash before responding and the courts have acknowledged this. I think means, ability, and intent all sound like they were present and that this would be found today to be a reasonable use of force under the circumstances (I didn’t see mention of the lighting conditions, though I may have missed it… but that may have provided additional support to this argument if they were less than optimal).
Wow… this got WAY longer than I intended. The main point was that the courts are recognizing perceptual distortions and decision making that occurs in circumstances of extreme stress and Morehead would probably have a more clear cut outcome today (assuming politics didn’t enter into it somehow).
As you can tell, this is an area of ongoing interest and study for me. Although I was a use of force instructor for my department for about 10 years before I was medically retired due to an on duty injury, I am no attorney. Because I recognize my limitations, I am more than willing to say I may be missing something here and I am always open to new information and correction. I am more interested in learning than I am in “being right” :-D.
Sorry to make this so long. Thank you again for such interesting content. I will be back frequently :-). There is a lot more to the report and I encourage you to check it out if it is of interest to you. The bibliography for the studies and case law alone was worth it for me 🙂
Hi Dennis! Wow! What a thoughtful response! I really appreciate the valuable insight. Yes, Graham and Garner are staples in use-of-force law; and I agree that they are very useful even beyond the LE context. And yes, self-defense law (not to mention the science of human behavior) has developed quite a bit since the Paton case. I plan to continue posting case analyses from “the old days” as well as from modern times. I think it’s helpful to have some perspective on how things have changed (and in other ways stayed the same). I hope I can keep your interest and inspire more awesome commentary like yours! Welcome aboard!
I am glad I was able to contribute something useful. I am usually much more inclined to lurk and read than to comment, but you captured my interest. That’s tough to do online since I usually prefer to talk about complex subjects like this fact to face, so… excellent work :-)! I am looking forward to your future posts of all kinds.
Awesome!
Oh yeah, almost forgot… Yes, I believe that was Dr. Lewinski from the Force Science Institute if memory serves me correctly. I can double check to make sure if you like, but I am almost certain of it.
Re: Garner… pretty sure I don’t ever want case law that hits close to home for me in any way.
Amen to that…
P.S. – Garner hits close to home for me, literally…
P.P.S. – Is that Dr. Lewinski from the Force Science Institute?
So, no fault by reason of technicality. Here in East TN a man was tried on 3 counts of murder in particularly gruesome case. The jury acquitted on 1 and hung on the other. The judge forgot to sign the forms properly and the State Supreme Court ruled double jeopardy had applied.
Enjoy the blues and BBQ with your Mom!
We had a blast!!! 🙂