P. v. Morrow CA2/3

CourtCalifornia Court of Appeal
DecidedAugust 5, 2013
DocketB238077
StatusUnpublished

This text of P. v. Morrow CA2/3 (P. v. Morrow CA2/3) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
P. v. Morrow CA2/3, (Cal. Ct. App. 2013).

Opinion

Filed 8/5/13 P. v. Morrow CA2/3 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

SECOND APPELLATE DISTRICT

DIVISION THREE

THE PEOPLE, B238077

Plaintiff and Respondent, (Los Angeles County Super. Ct. No. NA071690) v.

HARVEY MORROW,

Defendant and Appellant.

APPEAL from a judgment of the Superior Court of Los Angeles County, Mark C. Kim, Judge. Affirmed.

Joseph Shipp, under appointment by the Court of Appeal, for Defendant and Appellant.

Kamala D. Harris, Attorney General, Dane R. Gillette, Chief Assistant Attorney General, Lance E. Winters, Assistant Attorney General, Shawn McGahey Webb and Mary Sanchez, Deputy Attorneys General, for Plaintiff and Respondent. Defendant and appellant Harvey Morrow appeals his conviction for first degree murder, committed for purposes of financial gain. He was sentenced to life in prison, without the possibility of parole. Morrow contends: the trial court erred by denying his motion to dismiss on double jeopardy grounds; the evidence was insufficient to prove premeditation and deliberation; the trial court committed various instructional errors and erroneously admitted evidence; and his sentence constitutes cruel and unusual punishment. We affirm. FACTUAL AND PROCEDURAL BACKGROUND 1. Facts. a. Background information. Bailey Williams was a career United States Air Force officer and served as a fighter pilot in World War II. Bailey and his wife had two children: the victim, Steven B. Williams, and a daughter, Jan Williams.1 The family resided in Hawaii. In 1963, Bailey retired from the Air Force, moved to Corona Del Mar in California, and began working for North American Rockwell in El Segundo. Jan moved to Philadelphia in 1970. At some point thereafter, Jan became disabled, and Bailey‘s wife died. Steven remained in Hawaii. During the 1970‘s, he became a successful and prominent disc jockey at a Honolulu radio station. Douglas Johnson, a high school student, interned for Steven at the radio station in 1972, and the two became friends. Johnson subsequently moved to the mainland to attend college. In Hawaii, Steven was also acquainted with Michael Niebuhr, who worked with local bands; Sylvia Noland, an account executive at the radio station; and Robert Knight, who later became a well known photographer in the music industry.

1 For ease of reference, and with no disrespect, we hereinafter sometimes refer to members of the Williams family by their first names.

2 Steven moved to Denver, Colorado, where he became the co-host of a highly successful and financially rewarding radio program, ―Steven B. and the Hawk.‖ Steven helped pioneer the radio ―morning show‖ concept and was known as the ―voice of the Rockies.‖ After his stint in Denver, Steven moved to San Francisco and then back to Denver. He eventually ceased work as a disc jockey, but continued to do voiceover work. He became a gourmet cook and a wine expert. Johnson, meanwhile, had graduated from college with a degree in Economics, gotten married, and settled in San Jose. He and Steven renewed their friendship in the 1980‘s and, over the ensuing years, became close friends, ―like brothers.‖ In the 1990‘s Steven invested in several unprofitable real estate ventures that went bankrupt; he was also delinquent in filing tax returns. Johnson assisted him with these matters. Although Steven had good intentions he was disorganized and a poor money manager. In the summer of 2001, Steven moved to Napa and began working at a winery. In October 2001, Bailey suffered a fall inside his Corona Del Mar home and was hospitalized. For several months Steven commuted between Napa and Southern California to assist with Bailey‘s care. In January 2002, Steven quit his job at the winery and moved into the Corona Del Mar home to assist his father full time. In January 2002, Bailey created a will and trust with the assistance of an attorney. Those documents divided Bailey‘s estate into two equal shares, half for Steven, and half for Jan. Steven‘s share was unrestricted, but Jan‘s was not. Steven was named as the trustee for Jan‘s half, and as the executor of the will. The trust required that Jan be provided with a one-time payment of $25,000, and then $10,000 twice a year thereafter, with a provision for additional funds for her medical and other expenses. In July 2003, Bailey died. b. Morrow, Niebuhr, and the Iolair Mara In the late 1990‘s, Niebuhr, Steven‘s acquaintance from Hawaii, worked as the head trader at a Denver brokerage firm, Lloyd Wade Securities. Appellant Morrow was

3 also employed by the firm, and he and Niebuhr became friends. In 2000, the firm closed after its top managers, including Niebuhr, were accused of securities fraud.2 Morrow thereafter purchased a 69-foot, steel-hulled motor sailboat, the Iolair Mara, which he kept moored at the Cabrillo Marina in San Pedro. The boat was in poor condition and needed a complete overhaul. In April 2003, Niebuhr heard through a mutual acquaintance that Morrow was refurbishing the vessel and intended to sail around the world. Niebuhr was an experienced sailor and asked Morrow if he could assist with the refurbishing work and join him on the voyage. Niebuhr would be the chef, and a deck hand. Morrow agreed. Niebuhr moved to San Pedro and lived with Morrow on a boat owned by one of the carpenters who was repairing the Iolair Mara. During the summer of 2003, after Bailey‘s death, Niebuhr visited Steven at the Corona Del Mar house. Morrow came along, and Niebuhr introduced the two men. Niebuhr and Morrow subsequently visited Steven on other occasions at the Corona Del Mar house. The residence was ―a mess,‖ with books, bills, and records everywhere. During one of these visits, Niebuhr and Steven stepped away from Morrow and talked privately about Steven‘s finances. In August 2003, Niebuhr returned to Hawaii for three months. When Niebuhr returned to San Pedro from Hawaii in October 2003, he and Morrow moved onto the Iolair Mara. Money was ―tight,‖ and they were living ―hand to mouth.‖ In late November 2003, Niebuhr returned to Hawaii to settle his affairs before embarking on the voyage. c. Morrow and Steven present a fictitious promissory note to Steven’s probate attorney. In September 2003, the same month as Bailey‘s memorial service, Morrow arranged an appointment for Steven with Derek Tung, a certified public accountant and tax attorney, in regard to Bailey‘s estate. At the time, Tung was a recent bar admittee and

2 Niebuhr pleaded guilty to securities fraud in 2004.

4 was ―very new‖ to probate law. Morrow sat in on the meeting and did most of the talking. Bailey‘s estate was comprised of the Corona del Mar house; approximately $250,000 in Boeing stock; a car; and a bank account containing approximately $150,000. The house was included in the trust, but Steven sought Tung‘s assistance in probating the remaining assets. During the meeting, Steven and Morrow presented to Tung a one-page ―promissory note‖ purportedly executed in 1982, showing that Bailey had borrowed $240,000 from Morrow‘s father, Victor. The note, plus interest, reduced the value of the probated portion of the estate by $320,000, almost ―zero[ing] out the entire probate estate,‖ and thereby reducing the amount of federal income taxes owed. Tung was concerned about the authenticity of the note because it appeared overly simplistic for such a large transaction, and was neither witnessed nor notarized. After the meeting, Tung called Steven several times expressing his discomfort with the note.

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