State of Minnesota v. Julian Daniel Valdez

Supreme Court of Minnesota·Decided October 9, 2024·No. A221424·Published

Opinion

STATE OF MINNESOTA

IN SUPREME COURT

A22-1424

Court of Appeals Procaccini, J.

Took no part, Gaïtas, J.

State of Minnesota,

Appellant,

vs. Filed: October 9, 2024 Office of Appellate Courts Julian Daniel Valdez,

Respondent.

Keith Ellison, Attorney General, Saint Paul, Minnesota; and Kelsie Kingstrom, Renville County Attorney, Olivia, Minnesota; and

Scott A. Hersey, Special Assistant Renville County Attorney, Saint Paul, Minnesota, for appellant.

Cathryn Middlebrook, Chief Appellate Public Defender, Andrea Barts, Assistant State Public Defender, Saint Paul, Minnesota, for respondent.

Shauna Faye Kieffer, Minneapolis, Minnesota, for amicus curiae Minnesota Association of Criminal Defense Lawyers.

SYLLABUS

1. To justifiably use reasonable force in defense of another under Minnesota Statutes section 609.06, subdivision 1(3) (2022), a defendant must subjectively believe that

the person in peril has no reasonable possibility of safe retreat, and that belief must be objectively reasonable based on the information available to the defendant at the time that they use force to defend the person in peril. The district court abused its discretion by instructing the jury that an element of respondent’s defense-of-others claim was that respondent had a duty to retreat and avoid the danger if reasonably possible.

2. The court of appeals correctly concluded that the district court’s erroneous instruction that respondent had a duty to retreat before acting in defense of his stepbrother was not harmless beyond a reasonable doubt and requires a new trial.

Affirmed.

OPINION

PROCACCINI, Justice.

Respondent Julian Valdez was convicted of second-degree unintentional felony murder in violation of Minnesota Statutes section 609.19, subdivision 2(1) (2022), for fatally shooting an unarmed man who was allegedly beating and choking his stepbrother. The court of appeals reversed and remanded, concluding that the district court abused its discretion by instructing the jury that Valdez himself had a duty to retreat before using force in defense of his stepbrother. We agree. We hold that the district court abused its discretion by instructing the jury that an element of Valdez’s defense-of-others claim was that Valdez himself had a duty to retreat and avoid the danger if reasonably possible. Further, we cannot conclude that the district court’s erroneous instruction was harmless. For these reasons, we affirm the decision of the court of appeals to reverse Valdez’s conviction and remand for a new trial.

FACTS

The State of Minnesota charged Valdez with second-degree intentional murder, Minnesota Statutes section 609.19, subdivision 1(1) (2022), and second-degree unintentional felony murder, Minnesota Statutes section 609.19, subdivision 2(1), in connection with the death of Pablo Gutierrez. Valdez pleaded not guilty and demanded a jury trial. The facts presented at trial included the following.

Throughout the day on August 5, 2021, Valdez and his stepbrother were drinking beer and playing pool in Valdez’s detached garage. 1 Valdez and his stepbrother lived together at the home on Main Street in Renville. The stepbrothers often spent time socializing in the garage, where they kept a couch, pool table, TV, flat-top grill, and tables.

That evening, Gutierrez and his sister took a drive in Renville. They stopped at a local Dollar Tree, and Gutierrez completed a purchase at around 8:00 p.m. Afterward, the siblings were traveling down Main Street, discussing the sister’s upcoming home remodel, when she gestured toward a dumpster in an alleyway, stating that she would need one during the remodel. Gutierrez looked toward the dumpster, then turned back to his sister and asked, “[W]ait who was that that went like this to me?”—implying that someone outside had made a gesture toward him. Gutierrez appeared confused. His sister then dropped him off at her house. At 8:16 p.m., Gutierrez left the house and walked south down Main Street.

1 The recitation of facts regarding the events leading up to the shooting, and the shooting itself, stems from the testimony of Valdez, his stepbrother, and Gutierrez’s sister.

Gutierrez arrived at Valdez’s residence a few minutes later, entered the open garage from the alleyway, and approached Valdez, who at that point was alone in the garage. Valdez did not know Gutierrez personally but knew of him because Gutierrez had gotten into a fight outside of Valdez’s garage three years earlier. Gutierrez was sweating, breathing heavily, and seemed aggravated, but did not have any weapons. Gutierrez asked Valdez where the stepbrother was, and Valdez responded that he was inside the house.

Valdez went inside to get his stepbrother, and he also retrieved a gun from a safe in his room. The two men returned to the garage, where Gutierrez still appeared angry. Gutierrez believed that the stepbrother was the person who had gestured toward him earlier in the evening and “wanted to fight,” but the stepbrother told Gutierrez that he had just waved. This seemed to calm Gutierrez down. The stepbrother offered Gutierrez a drink, and the men stayed in the garage for the next hour or two.

At 9:48 p.m., about an hour and a half after Gutierrez entered the garage, the stepbrother sent Valdez a Snapchat message, telling Valdez to “record [Gutierrez] on the low” to “video his erratic behavior.” Valdez did not record Gutierrez, and neither brother called 911 at that point.

Eventually, Valdez and the stepbrother started to rack the pool table for a game, and Valdez put his gun in the table’s cubbyhole. The stepbrothers were talking and laughing, and Gutierrez moved in front of the table and put a “mean face” on, seemingly thinking that the stepbrothers were talking about him. Gutierrez began cursing at them. The pool table separated Valdez from Gutierrez, but there was nothing separating the stepbrother from Gutierrez. The stepbrother stood between Gutierrez and the open garage door.

Gutierrez threatened to kill the stepbrothers, and Valdez responded by yelling at Gutierrez to get out, grabbing his gun, and moving around the pool table. Valdez did not point the gun at Gutierrez but made it visible to him. Gutierrez began swearing at Valdez, calling him a “b**** a** n*****” and asking, “[W]hat the f*** you gonna do with that?” Valdez told Gutierrez to get “the f*** out of here,” and Gutierrez replied, “[F]*** you,” and stated, “I can see right through you[,] you scared.” Gutierrez threatened to jump the pool table, “b**** slap” Valdez, take the gun, and shoot Valdez in the head with it. The stepbrother was standing just a few feet from Gutierrez, telling him to “calm down, bro.” Gutierrez responded, “I ain’t your f***** bro b****. I’ll f***** kill you too.”

Gutierrez lunged at the stepbrother, and the stepbrother fought back with a pool cue, swinging it as hard as he could—“like a baseball bat”—and striking Gutierrez’s ear. Gutierrez staggered back but then continued to come at the stepbrother. The two stumbled out of the garage, where the backwards-facing stepbrother tripped on a pile of trash. Gutierrez tackled the stepbrother, landing on top of him. Valdez knew that Gutierrez was unarmed but testified that Gutierrez was choking the stepbrother and that the stepbrother was yelling “shoot him.” The stepbrother testified that Gutierrez was trying to “smother” his face and neck, that Gutierrez struck his face with a closed fist, and that he “begged” Valdez to shoot Gutierrez because he was scared for his life.

Valdez came out of the garage into the alleyway and shot Gutierrez once in the side.

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