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The standard which guides the analysis of a trial court providing jury instructions that are
advisory only was set forth by Stevenson v. State, 289 Md. 167 (1980), Montgomery v. State,
292 Md. 84 (1981) and State v. Adams, 406 Md. 240 (2008).
In each case (Stevenson, Montgomery and Adams), the Maryland Court of Appeals
interpreted Article 23 of the Maryland Declaration of Rights. On each occasion, the Court held
that a judge presiding over a criminal trial must instruct the jury that instructions on the law are
advisory with respect only to the law of the crime and the legal effect of the evidence. See
Stevenson, 289 Md. 167 at 180. Additionally, the Court held that a judge presiding over a
criminal trial must instruct the jury that the judges instructions regarding all other points of
law, such as the States burden of proof beyond a reasonable doubt and presumption of
innocence, are binding. Id. See also, Montgomery, 292 Md. 84 at 89; Adams 406 Md. 240 at
256. Prior to Stevenson, trial judges in criminal cases instructed juries that instructions on the law
were advisory only, without exception.
Unger v. State, 427 Md. 383 (2012), reaffirmed these prior rulings regarding the
importance of providing binding jury instructions on all other points of law. The Court of
Appeals emphasized that a judges instructions to the jury concerning the burden of proof, the
presumption of innocence, proof beyond a reasonable doubt, and other matters implicating
federal constitutional requirements, must be binding upon the jury. Id. at 388 n.2. Additionally,
the Court held that the prior decision in Stevenson would be given retroactive effect to all
convictions that occurred prior to 1980. The Unger Court also determined that the Stevenson and
Montgomery decisions established a new state constitutional standard, and therefore, failure
to object to advisory only jury instructions in criminal trials prior to Stevenson [do] not constitute
as a waiver. Id. at 247.
The Court upheld the Unger decision in State v. Waine, 444 Md. 692; 122 A.3d 294
(2015) and granted Waines motion to reopen his post-conviction proceeding (awarding Waine,
based on Unger, a new trial). The Waine Court observed that Unger has retrospective
application to specific advisory only instructions Id. at 300, and a change in the law intended
to apply retroactively meets the interests of justice standard for reopening a petition for
postconviction relief. Id. at 703. The Court also established advisory only jury instructions as a
structural error. Specifically, the Waine Court held that ambiguity is not the issue in Article 23
advisory only jury instructions; rather, such instructions are clear, but erroneous, as they give the
jury permission to disregard any or all of the courts instructions, including those bedrock due
process instructions1 on the presumption of innocence and the States burden of proving the
defendants guilt beyond a reasonable doubt. Id. at 704, and the trail courts giving [of]
advisory only jury instructions [is] a structural error not susceptible to harmless error analysis
and that the conviction must be vacated. Id. at 705. In sum, the application of jury instructions
that provide the jury with a discretion to disregard any or all of the courts instructions are
deficient and constitute as a structural error.
Standard of Review
The Waine Court evaluated the standard for courts to apply when hearing a challenge to
advisory only jury instructions. In Waine, the State suggested that these cases should be
1 In Montgomery v. State, 292 Md. 84, the court held that there are certain bedrock
characteristics of the criminal justice system. These characteristics include: (1) The accused is
presumed innocent until proved guilty by the State by evidence beyond a reasonable doubt. (2)
The state has the burden to produce evidence of each element of the crime establishing the
defendants guilt. (3) The defendant does not have to testify and the jury may infer no guilty
because of his silence. (4) The evidence to impeach the defendant bears only on his credibility
and may not be used to prove the substance of the offense. (5) The evidence is limited to the
testimony (and reasonable inferences therefrom) and the exhibits admitted into evidence. (6)
Evidence does not include the remarks of the trial judge nor the arguments of counsel. Id. at 91.