Stevens v. Travelers Insurance Co.

563 S.W.2d 223, 21 Tex. Sup. Ct. J. 211, 1978 Tex. LEXIS 301
CourtTexas Supreme Court
DecidedFebruary 15, 1978
DocketB-7006
StatusPublished
Cited by39 cases

This text of 563 S.W.2d 223 (Stevens v. Travelers Insurance Co.) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stevens v. Travelers Insurance Co., 563 S.W.2d 223, 21 Tex. Sup. Ct. J. 211, 1978 Tex. LEXIS 301 (Tex. 1978).

Opinion

STEAKLEY, Justice.

Louis Morris Stevens was killed on October 21, 1973, when the automobile he was driving crashed into a bridge abutment. He was insured in event of accidental death by the Travelers Insurance Company, Respondent here, through membership in the Exxon Travel Club, Inc. A beneficiary was not named in the policy. Our Petitioner, Geraldine Stevens, Individually and as Ad-ministratrix of the Estate of Louis Morris Stevens, sued to recover the proceeds of the policy. Travelers answered by denying that the death of Stevens was accidental, and alleged that he committed suicide.

A mistrial was declared in the first trial after the jury was unable to reach a verdict., ■ In the second trial the jury, after deliberating four hours, sent a note to the Court as follows:

“Your Honor: We are deadlocked at 8 to 4 and have been for well over an hour. An individual poll of the jurors indicates there is no likelihood of a change.
May we have your instructions?”.

There followed an inconclusive conference of the court with counsel for both parties in chambers. The court then orally gave the jury a supplemental charge, his recollection of which, as modified at the instance of counsel for Travelers, was dictated into the record nunc pro tunc, as follows:

“Ladies and Gentlemen of the jury, I have your note that for the past hour you have been deadlocked by a vote of 8 to 4. You request further instructions. This Case has been ably tried by lawyers, experienced, of long standing, and in the interest of justice, if you could end this litigation by your verdict, you should do so.
“What is more, ending it will meet with the approval of the Court. I don’t mean to say by that that any individual person on the jury should yield his own conscience and positive conviction, but I do mean that when you are in the jury room, you should discuss this matter among yourselves carefully and listen to each other, and try, if you can, to reach a conclusion on the issues. It is the duty of jurors to keep their minds open and free to every reasonable argument that may be presented by fellow jurors that they may arrive at the verdict which justly answers the consciences of the individuals making up the jury. A juryman should not have any pride of opinion, and should avoid hastily forming or expressing an opinion. He should not surrender any conscientious views founded upon the evidence unless convinced by his fellow jurors of his error.
“It has cost the taxpayers of Harris County considerable expense to have this case tried before a Jury over the past week.
“I am satisfied ladies and gentlemen that you have not deliberated sufficiently so that, in good conscience, I can accept a *226 report that you cannot arrive at an agreement. It will take considerably more time before anyone can satisfy me as to that. Accordingly, I return you to your deliberations.” 1

The jury then deliberated 20 minutes and asked to be excused for the weekend. The jury reconvened the following Monday morning and, after deliberating approximately four hours returned a verdict, concurred in by ten jurors, in which it was found that the death of Stevens was caused by accident and that it was not caused by suicide. Based thereon, the trial court entered judgment for Mrs. Stevens. Upon appeal, the Court of Civil Appeals, citing Texas Midland R.R. v. Brown, 228 S.W. 915 (Tex.Com.App.1921) and Missouri, K. & T. Ry. of Texas v. Barber, 209 S.W. 394 (Tex.Com.App.1919), ruled that the supplemental charge was coercive to the minority jurors and impermissible. Citing also Gulf, C. & S.F. Ry. Co. v. Johnson, 99 Tex. 337, 90 S.W. 164 (1905), the Court of Civil Appeals emphasized that it is improper for a court to advise the jurors on the manner in which they are to reach their verdict. The judgment of the trial court was reversed and the cause remanded for another trial. 553 S.W.2d 232. We reverse the judgment of the Court of Civil Appeals and affirm that of the trial court.

The essential position of Mrs. Stevens is that Johnson and Brown are distinguishable because the charges there condemned were not given here. She concedes that Barber is in point in condemning an instruction on wastefulness but argues that the decision is out of harmony with the realities of today’s world and should be overruled.

The essential position of Travelers is that all instructions which urge the jury to return a verdict should be declared to be impermissible as coercive on jurors of the minority in the announced deadlock. It argues that under all such charges the minority will feel more pressure to conform to the views of the majority than the latter to the views of the former; that such charges place the sanction of the court upon the majority; and that these types of charges constitute judicial interference in the fact finding process. Travelers further contends that this particular charge conflicts with the decisions in Johnson, Brown, and Barber.

I. VERDICT-URGING INSTRUCTIONS IN GENERAL

Instructions such as that here in question have often been referred to as “dynamite” or “Allen” charges. The first reference is to the supposed effect of the charge; that is, to “blast” a jury from deadlock to verdict. The second reference is to the charge approved in Allen v. United States, 164 U.S. 492, 17 S.Ct. 154, 41 L.Ed. 528 (1896). In Allen, a criminal prosecution, the U. S. Supreme Court approved a charge which instructed the members of the minority of a deadlocked jury to reconsider their position in light of the fact that a larger number of their panel were of the opposite view. The particular charge in Allen 2 has been the subject of much critical commentary since *227 its approval and appears now to have been rejected by a majority of jurisdictions for use in criminal cases. See, e. g., People v. Gainer, 139 Cal.Rptr. 861, 566 P.2d 997 n. 8 (Cal.1977); Note, 50 Tulane L.Rev. 706 (1976); The Allen Charge Dilemma, 10 Am. Crim.L.Rev. 637 (1972); Note, 53 Va.L.Rev. 123 (1967); WIEHL, Instructing A Jury in Washington, 36 Wash.L.Rev. 378 (1961); Note, 25 Vand.L.Rev. 246 (1972); Note, 25 Ark.L.Rev. 542 (1972); Note, 13 W. & M.L. Rev. 672 (1972). See also, ABA Standards Relating To Trial By Jury, § 5.4 (Project on Minimum Standards for Criminal Justice, 1968). 3

Instructions other than the particular “Allen Charge” which, in less objectionable terms, urge juries to return verdicts have also been the subject of extensive litigation and commentary. See, e. g., cases collected in Annot. 38 A.L.R.3d 1281 (1971); Annot. 41 A.L.R.3d 845 (1972); Annot. 41 A.L.R.3d 1154 (1972). See also,

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Bluebook (online)
563 S.W.2d 223, 21 Tex. Sup. Ct. J. 211, 1978 Tex. LEXIS 301, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stevens-v-travelers-insurance-co-tex-1978.