Opinion
NORCOTT, J.
The dispositive issue in this appeal is whether, in a personal injury action arising from an altercation that was pleaded solely in negligence, the trial court improperly denied a request to instruct the jury on the special defense of self-defense. The defendant Joseph Walukiewicz
appeals
from the judgment
of the trial court, rendered after a jury trial, awarding the plaintiff, Kevin Brown, damages in the amount of $312,389.15. Because the trial court should have granted the defendant’s request to charge on self-defense, we reverse the judgment of the trial court and remand the case for a new trial.
The record reveals the following facts, which the jury reasonably could have found, and procedural history. On April 15, 2002, the plaintiff visited the home of Doris Robishaw, his estranged wife, to ask her about the date of the final hearing in their pending divorce proceedings. Robishaw was asleep when the plaintiff arrived at her house. The defendant, who was Robishaw’s boyfriend at that time, also was at her home with his adolescent son, and the defendant answered the door when the plaintiff arrived. The conversation between the two men became heated, and the defendant pushed or threw the plaintiff down the front stairs of the house.
As a
result of this fall, the plaintiff suffered a serious fracture of his left ankle that has required several surgeries and has resulted in permanent deformity and impairment.
Thereafter, the plaintiff brought this action against the defendant,
alleging only that the defendant negligently had caused the plaintiffs injuries. In his answer, the defendant pleaded special defenses of comparative negligence and self-defense.
On the basis of the plead
ings and the evidence that he had introduced during the two day trial, the defendant filed a written request to charge on self-defense. The trial court denied the defendant’s request to charge the jury on self-defense, but charged the jury on negligence, comparative negligence, and noneconomic and economic damages.
The jury returned a verdict in favor of the plaintiff, awarding him damages in the amount of $448,935.94, but also finding him 5 percent contributorily negligent. The defendant filed a motion to set aside the verdict, or for remitittur, and for reduction of the verdict because of collateral source payments. The trial court denied the defendant’s motion to set aside the verdict, but ordered a remittitur of $78,000,
and reduced the verdict by $40,000 based on collateral source offsets, which resulted in a judgment for the plaintiff in the amount of $312,389.15. This appeal followed.
On appeal, the defendant claims that the trial court improperly refused to charge the jury on self-defense because he had established a sufficient evidentiary basis for that request.
In response, the plaintiff contends that the evidence did not support a charge on
self-defense. The plaintiff also argues that, regardless of whether the evidence would have supported that charge, there is no legal basis for a self-defense charge in a negligence case. We agree with the defendant that the trial court improperly failed to instruct the jury on self-defense.
“In determining whether the trial court improperly refused a request to charge, [w]e . . . review the evidence presented at trial in the light most favorable to supporting the . . . proposed charge. ... A request to charge which is relevant to the issues of [a] case and which is an accurate statement of the law must be given. ... If, however, the evidence would not reasonably support a finding of the particular issue, the trial court has a duty not to submit it to the jury. . . . Thus, a trial court should instruct the jury in accordance with a party’s request to charge [only] if the proposed instructions are reasonably supported by the evidence.” (Citations omitted; internal quotation marks omitted.)
Matihiessen
v.
Vanech,
266 Conn. 822, 828-29, 836 A.2d 394 (2003). “If . . . the evidence reasonably does not support a finding on the particular issue, the trial court is duty bound to refrain from submitting it to the jury.” Id., 834; see also
Goodmaster v. Houser,
225 Conn. 637, 648, 625 A.2d 1366 (1993) (“The court has a duty to submit to the jury no issue upon which the evidence would not reasonably support a finding. . . . The court should, however, submit to the jury all issues as outlined by the pleadings and as reasonably supported by the evidence.” [Citations omitted; internal quotation marks omitted.]).
Whether the evidence presented by the defendant could support a finding that he acted in self-defense is a question of law over which our review is plenary. See, e.g.,
Lin
v.
National R. Passenger Corp.,
277 Conn. 1, 6, 889 A.2d 798 (2006). Similarly, whether there is a legal basis for a self-defense charge in a negligence
action also presents a question of law over which our review is plenary. See
State
v.
Brunette,
92 Conn. App. 440, 449 n.12, 886 A.2d 427 (2005), cert, denied, 277 Conn. 902, 891 A.2d 2 (2006).
The record reveals the following additional facts and procedural history. The defendant pleaded the special defense of self-defense in his answer, and requested that the trial court charge the jury accordingly.
After denying this request, the trial court delivered the following charge to the jury: “The plaintiff alleges that the
plaintiffs injuries and losses were caused by the carelessness and negligence of the defendant ... in one or more of two ways. First, in that he physically handled the plaintiff in a manner which caused the plaintiff personal harm; and second, in that he pushed or moved the plaintiff causing the plaintiff to fall.
“If you find with reference to either of these allegations contained in the complaint that the defendant did something which a reasonably prudent person would not have done . . . under the same or similar circumstances or conditions, then the defendant’s acts or failure to act would be negligence.
“However, if you find that the defendant did anything which a reasonably prudent person would have done and didn’t do anything which a reasonably prudent person would not have done under the same or similar circumstances, then the defendant would not be negligent.”
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Opinion
NORCOTT, J.
The dispositive issue in this appeal is whether, in a personal injury action arising from an altercation that was pleaded solely in negligence, the trial court improperly denied a request to instruct the jury on the special defense of self-defense. The defendant Joseph Walukiewicz
appeals
from the judgment
of the trial court, rendered after a jury trial, awarding the plaintiff, Kevin Brown, damages in the amount of $312,389.15. Because the trial court should have granted the defendant’s request to charge on self-defense, we reverse the judgment of the trial court and remand the case for a new trial.
The record reveals the following facts, which the jury reasonably could have found, and procedural history. On April 15, 2002, the plaintiff visited the home of Doris Robishaw, his estranged wife, to ask her about the date of the final hearing in their pending divorce proceedings. Robishaw was asleep when the plaintiff arrived at her house. The defendant, who was Robishaw’s boyfriend at that time, also was at her home with his adolescent son, and the defendant answered the door when the plaintiff arrived. The conversation between the two men became heated, and the defendant pushed or threw the plaintiff down the front stairs of the house.
As a
result of this fall, the plaintiff suffered a serious fracture of his left ankle that has required several surgeries and has resulted in permanent deformity and impairment.
Thereafter, the plaintiff brought this action against the defendant,
alleging only that the defendant negligently had caused the plaintiffs injuries. In his answer, the defendant pleaded special defenses of comparative negligence and self-defense.
On the basis of the plead
ings and the evidence that he had introduced during the two day trial, the defendant filed a written request to charge on self-defense. The trial court denied the defendant’s request to charge the jury on self-defense, but charged the jury on negligence, comparative negligence, and noneconomic and economic damages.
The jury returned a verdict in favor of the plaintiff, awarding him damages in the amount of $448,935.94, but also finding him 5 percent contributorily negligent. The defendant filed a motion to set aside the verdict, or for remitittur, and for reduction of the verdict because of collateral source payments. The trial court denied the defendant’s motion to set aside the verdict, but ordered a remittitur of $78,000,
and reduced the verdict by $40,000 based on collateral source offsets, which resulted in a judgment for the plaintiff in the amount of $312,389.15. This appeal followed.
On appeal, the defendant claims that the trial court improperly refused to charge the jury on self-defense because he had established a sufficient evidentiary basis for that request.
In response, the plaintiff contends that the evidence did not support a charge on
self-defense. The plaintiff also argues that, regardless of whether the evidence would have supported that charge, there is no legal basis for a self-defense charge in a negligence case. We agree with the defendant that the trial court improperly failed to instruct the jury on self-defense.
“In determining whether the trial court improperly refused a request to charge, [w]e . . . review the evidence presented at trial in the light most favorable to supporting the . . . proposed charge. ... A request to charge which is relevant to the issues of [a] case and which is an accurate statement of the law must be given. ... If, however, the evidence would not reasonably support a finding of the particular issue, the trial court has a duty not to submit it to the jury. . . . Thus, a trial court should instruct the jury in accordance with a party’s request to charge [only] if the proposed instructions are reasonably supported by the evidence.” (Citations omitted; internal quotation marks omitted.)
Matihiessen
v.
Vanech,
266 Conn. 822, 828-29, 836 A.2d 394 (2003). “If . . . the evidence reasonably does not support a finding on the particular issue, the trial court is duty bound to refrain from submitting it to the jury.” Id., 834; see also
Goodmaster v. Houser,
225 Conn. 637, 648, 625 A.2d 1366 (1993) (“The court has a duty to submit to the jury no issue upon which the evidence would not reasonably support a finding. . . . The court should, however, submit to the jury all issues as outlined by the pleadings and as reasonably supported by the evidence.” [Citations omitted; internal quotation marks omitted.]).
Whether the evidence presented by the defendant could support a finding that he acted in self-defense is a question of law over which our review is plenary. See, e.g.,
Lin
v.
National R. Passenger Corp.,
277 Conn. 1, 6, 889 A.2d 798 (2006). Similarly, whether there is a legal basis for a self-defense charge in a negligence
action also presents a question of law over which our review is plenary. See
State
v.
Brunette,
92 Conn. App. 440, 449 n.12, 886 A.2d 427 (2005), cert, denied, 277 Conn. 902, 891 A.2d 2 (2006).
The record reveals the following additional facts and procedural history. The defendant pleaded the special defense of self-defense in his answer, and requested that the trial court charge the jury accordingly.
After denying this request, the trial court delivered the following charge to the jury: “The plaintiff alleges that the
plaintiffs injuries and losses were caused by the carelessness and negligence of the defendant ... in one or more of two ways. First, in that he physically handled the plaintiff in a manner which caused the plaintiff personal harm; and second, in that he pushed or moved the plaintiff causing the plaintiff to fall.
“If you find with reference to either of these allegations contained in the complaint that the defendant did something which a reasonably prudent person would not have done . . . under the same or similar circumstances or conditions, then the defendant’s acts or failure to act would be negligence.
“However, if you find that the defendant did anything which a reasonably prudent person would have done and didn’t do anything which a reasonably prudent person would not have done under the same or similar circumstances, then the defendant would not be negligent.”
With regard to the defendant’s special defenses, the trial court charged the juiy on comparative negligence, which operates to reduce a defendant’s comparative liability, unlike self-defense, which has the potential to negate completely a defendant’s liability.
See
Giles
v.
New Haven,
228 Conn. 441, 454, 636 A.2d 1335 (1994) (“in a jurisdiction that utilizes the doctrine of comparative negligence, such as Connecticut, the emerging rule is that any negligence by the plaintiff should not bar liability but should merely reduce damages” [internal quotation marks omitted]).
Because a request to charge must be “an accurate statement of the law”; (internal quotation marks omitted)
Matthiessen
v.
Vanech,
supra, 266 Conn. 828; we turn first to the plaintiffs responsive argument that there is no basis in the law for a self-defense charge in a negligence action.
The defendant claims, however, that there are established legal principles that support a jury charge on self-defense in a negligence action. According to the defendant, courts faced with similar situations have taken three approaches in examining the link between self-defense and negligence, concluding that: (1) the intentional act of self-defense negates completely any claim of negligence; (2) negligence standards play a role in the analysis of self-defense; or (3) self-defense vitiates the duty element of negligence.
We begin our analysis by noting that it is well established that the defense of self-defense is available to a defendant faced with the intentional torts of civil assault and battery, provided that there is sufficient evidence in support of that defense. See, e.g.,
Manning
v.
Michael,
188 Conn. 607, 610, 452 A.2d 1157 (1982);
Hanauer
v.
Coscia,
157 Conn. 49, 51, 244 A.2d 611
(1968);
Laffin
v.
Apalucci,
130 Conn. 153, 154, 32 A.2d 648 (1943). Moreover, although the specific issue of whether the special defense of self-defense is available in an action wherein the plaintiff pleads only negligence is a question of first impression for this court,
the courts of Illinois and Louisiana have considered the relationship between this defense and a plaintiffs negligence claim. See, e.g.,
Wegman
v.
Pratt,
219 Ill. App. 3d 883, 894-95, 579 N.E.2d 1035 (1991) (although defendant admitted striking plaintiff intentionally, trial court improperly dismissed plaintiffs negligence claim in assault and battery action because self-defense can be pleaded in negligence action);
Blackburn
v.
Johnson,
187 Ill. App. 3d 557, 562, 543 N.E.2d 583 (1989) (court acknowledged that it was “possibly treading on new ground,” but allowed self-defense charge in negligence case wherein father had stabbed son after son attacked mother), cert, denied, 128 Ill. 2d 661, 548 N.E.2d 1066 (1990);
Brasseaux
v.
Girouard,
269 So. 2d 590, 599 (La. App. 1972) (self-defense instruction proper in tort action, but defendant liable for shooting plaintiff because defendant “could not reasonably have believed that he was threatened with bodily harm, and that even if he did entertain such a belief he used a far greater force than appeared to be reasonably necessary to protect himself’), cert, denied, 271 So. 2d 262 (La. 1973).
The facts of this case involve the intersection between negligent and intentional torts. The plaintiff alleged that the defendant had handled him negligently. In reality, however, the plaintiff claims that the defendant committed the intentional tort of assault, and that the defendant’s response to the plaintiffs behavior at
Robishaw’s door was unreasonable, and therefore, unjustified. It is undisputed that the defendant intentionally threw or pushed the plaintiff down the stairs of the house. Therefore, for negligence still to be an issue, the question of whether the defendant’s intentional conduct was unjustified remains paramount. Indeed, the plaintiff himself notes that negligence “remains a viable cause of action even in instances when self-defense is claimed: if a party who feels threatened reacts unreasonably he remains liable in negligence.”
Thus, the self-defense analysis incorporates negligence principles, as the plaintiff correctly points out that a party who overreacts to a perceived threat may be held liable in negligence if his actions are unreasonable in light of the circumstances. See
State
v.
Maselli,
182 Conn. 66, 73, 437 A.2d 836 (1980) (in homicide case, jury may have concluded that “for the defendant to have believed under the circumstances . . . that it was necessary to fire eight shots at point blank range was such a gross deviation from the standard of conduct that a reasonable person would observe in the situation as to constitute recklessness”). In order to
determine if the party unreasonably overreacted so that he may be held liable for negligence, however, the fact finder first would have to be presented with the party’s claim of self-defense. The jury in the present case was not provided with the opportunity to accept or to reject that defense.
The issues we are confronted with in the present case are similar to those addressed by the Appellate Court in our sister state of Illinois in
Blackburn
v.
Johnson,
supra, 187 Ill. App. 3d 557.
Blackburn
was a wrongful death action arising from an incident in which a father had stabbed his intoxicated son during a fight that had broken out after the son had struck his mother. Id., 559. The plaintiffs, who included the administrator of the son’s estate, won a verdict based on negligence after abandoning their intentional tort theory. Id. The defendant, the administrator of the father’s estate, appealed, arguing that the negligence verdict was not supported by the facts because, if any actionable tort had taken place, it must have been an intentional tort. Id. Similar to this case, both parties agreed that the defendant had acted intentionally and that the defendant had raised the defense of self-defense to justify his conduct. Id., 560. The plaintiffs argued, however, that the defendant unreasonably had used excessive force in his self-defense. Id. The plaintiffs reasoned that “a person using self-defense would have a duty to the other party to only use so much force as a reasonably prudent person would in that situation. . . . Thus, whether the ultimate act (the stabbing) is intentional or not is immaterial. The focus is on the determination of the necessity of the use of the force. Therefore, under these facts, an intentional act can be performed negligently.” Id. Acknowledging that it was “possibly treading on new ground,” the court permitted the jury verdict to stand because it concluded that “the plaintiffs’ arguments have merit.” Id., 562.
As the Illinois Appellate Court explained, the special defense of self-defense incorporates its own negligence analysis. Like the plaintiffs in
Blackburn,
what the plaintiff in the present case really claims is that the defendant unreasonably perceived a threat to his person and, in response, used excessive force to protect himself. We have previously recognized that “the court should discuss the facts in evidence in such a way as to enable the jury to understand the real issues of the case. Here, the real issues were an assault without justifiable excuse, or one committed in self-defense.”
Laffin
v.
Apalucci,
128 Conn. 654, 657-58, 25 A.2d 60 (1942). Accordingly, to instruct the jury on the real issues of the case, the court should have charged the jury on self-defense. See
Markey
v.
Santangelo,
195 Conn. 76, 81, 485 A.2d 1305 (1985) (charge on negligent assault proper for codefendant who pleaded self-defense because “[i]f; in fact, the jury believed that [the named defendant] had acted in self-defense, they would then have had to consider whether in so acting he used more force than was reasonably necessary to prevent an impending injury”).
Without that instruction, the jury’s consideration of the case was improperly limited.
The inclusion of the self-defense charge would have allowed the jury to find that the defendant’s actions were justified in light of all of the circumstances, a
finding that could not be made under the comparative negligence charge. The instructions as given never informed the jury that the use of force may sometimes be justified; see footnote 8 of this opinion; instead, they essentially informed the jury that if the defendant intended to handle the plaintiff, he was liable unless a reasonably prudent person would have done the same or the plaintiff had been more negligent than the defendant. These instructions, couched in the language of comparative negligence, never laid out the more straightforward principles of self-defense, which would have given the jury the opportunity to consider the defendant’s actions in light of his perception of the threat of the plaintiffs behavior.
The trial court’s failure to instruct on a special defense properly pleaded was, therefore, improper, as “the court’s charge [must] fairly and correctly [cover] all the particular points
raised by the [defendant].”
Hanauer
v.
Coscia,
supra, 157 Conn. 55.
Moreover, basic tenets of fairness dictate that the defendant be permitted to raise a defense of self-defense. A contrary conclusion would permit the plaintiff essentially to dictate the defendant’s defense strategy by styling the claims in his pleadings to preclude the use of certain defenses that otherwise might be appropriate given the facts of a particular case.
See
ATC Partnership
v.
Windham,
268 Conn. 463, 466 n.4, 845 A.2d 389 (2004) (Connecticut courts “construe pleadings broadly and realistically, rather than narrowly and technically . . . [in order to] do substantial justice between the parties” [internal quotation marks omitted]). In the present case, it was undisputed that the defendant had pushed the plaintiff and caused his injuries, which required the defendant to explain his conduct. Although comparative negligence was one defense available to the defendant, self-defense was another that would have been more easily comprehended by the jury and applied to the defendant’s conduct. The former allocates liability, but does not relieve the defendant of wrongdoing or completely negate his liability. The latter, on the other hand, serves to absolve the defendant entirely of any wrongdoing, and thereby negates his liability. We decline to endorse the notion that a plaintiff, in pleading his case, may force a defendant to defend himself exclusively within the framework chosen by the plaintiff.
Having established that a self-defense charge may, in some cases, be appropriate in a negligence action, we turn to the question of whether the defendant met his burden of providing sufficient evidence to warrant
such a charge. “The court has a duty to submit to the jury no issue upon which the evidence would not reasonably support a finding.” (Internal quotation marks omitted.)
Goodmaster
v.
Houser,
supra, 225 Conn. 648. “In determining whether the defendant is entitled to an instruction of self-defense, we must view the evidence most favorably to giving such an instruction. . . . The defendant bears the initial burden of producing sufficient evidence to inject self-defense into the case.” (Citation omitted; internal quotation marks omitted.)
State
v.
Ramos,
271 Conn. 785, 800, 860 A.2d 700 (2004).
We reject the plaintiffs claim that the defendant did not introduce sufficient evidence to support a self-defense charge. The testimony presented at trial permitted a reasonable inference that the defendant had acted in self-defense. Specifically, the defendant testified that he had believed that the plaintiff was drunk, that the plaintiff had been yelling at him and generally acting in a belligerent and threatening manner, and, most significantly, that the plaintiff had raised his arms and shoulders just before the defendant pushed him down the stairs. In addition, the defendant testified that the plaintiff had refused to leave the property after he had been informed that Robishaw was sleeping. The defendant also testified that, during his only previous encounter with the plaintiff, the plaintiff had threatened both the defendant and the defendant’s son.
As a result, the jury could have found that the defendant was rea
sonably concerned for his safety and that of his son, and reasonably believed that a physical response to that threat was required to prevent harm. The evidence therefore provides a reasonable basis for a properly instructed jury to find that the defendant was acting in self-defense.
Accordingly, we conclude that the defendant was entitled to a jury charge on self-defense.
The judgment is reversed and the case is remanded for a new trial.
In this opinion the other justices concurred.