J-S57006-19


NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P. 65.37

 COMMONWEALTH OF PENNSYLVANIA              :   IN THE SUPERIOR COURT OF
                                           :        PENNSYLVANIA
                                           :
              v.                           :
                                           :
                                           :
 MICHAEL DAVID MARCHALK                    :
                                           :
                    Appellant              :   No. 149 MDA 2019

      Appeal from the Judgment of Sentence Entered January 22, 2019
   In the Court of Common Pleas of Schuylkill County Criminal Division at
                     No(s): CP-54-CR-0001407-2017

BEFORE: BOWES, J., STABILE, J., and MUSMANNO, J.

MEMORANDUM BY BOWES, J.:                         FILED NOVEMBER 25, 2019

      Michael David Marchalk appeals from the judgment of sentence of

twenty-four and one-half to forty-nine years of imprisonment imposed after a

jury convicted him of third-degree murder, theft by unlawful taking, access

device fraud, and possession of an instrument of crime. We affirm.

      The facts of this case are largely undisputed. During the whole of his

life, Appellant, a drug addict, had a strained relationship with his father, who,

while supportive financially, was allegedly verbally abusive. While staying at

his father’s home the night before beginning rehab, Appellant beat his father

to death with a baseball bat, took his father’s wallet and car, and stopped

several times to get cash out of ATMs while fleeing to Philadelphia. Appellant

was arrested in Atlantic City, New Jersey a few days later. In addition to the

counts listed above, Appellant was charged with murder in the first and second

degrees.
J-S57006-19


      The Commonwealth’s theory of the case, supported by, inter alia, the

testimony of Appellant’s brother that Appellant in the past had spoken about

killing his father, was that Appellant murdered him for the purpose of obtaining

drug money. Appellant testified that he went into his father’s room that night

complaining about being unable to sleep, his father twice took swings at

Appellant with the bat, and Appellant took the bat from him and killed him in

the heat of passion.

      Based upon Appellant’s testimony, the trial court granted his request

that the jury be instructed as to voluntary manslaughter. During the jury

charge, the trial court explained that “a killing is without malice if the

perpetrator acts under circumstances that reduce the killing to voluntary

manslaughter.” N.T. Trial Vol. II, 12/13/18, at 569. The court went on to

instruct the jury that it was permitted to find Appellant guilty of murder only

if it was satisfied beyond a reasonable doubt that Appellant was not acting

under a sudden and intense passion resulting from the victim’s serious

provocation, and elaborated on the relevant concepts. See id. at 574-76.

      Upon receiving questions from the jury several hours into their

deliberations, the trial court repeated its instructions as to the various degrees

of murder and voluntary manslaughter. Id. at 601-05. One hour after the

jury was sent back out, Appellant expressed concern that the most recent

instructions had not included a particular section of the suggested instructions,

and requested that the court clarify to the jury that, when considering whether


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J-S57006-19


the Commonwealth proved malice, it “must take into account any evidence

that the Defendant acted in the heat of passion.” Id. at 607-08. The trial

court declined the request, opining that it had conveyed the information to

the jury albeit “[n]ot in those exact words.” Id. at 608.   Approximately three

hours later, the jury returned with the guilty verdicts detailed supra, acquitting

Appellant of murder in the first and second degrees.

      On January 22, 2019, Appellant was sentenced as indicated above, and

this timely appeal followed. Both Appellant and the trial court have complied

with Pa.R.A.P. 1925. Appellant presents one question for our determination:

“Whether [Appellant] was prejudiced after the court gave the ‘progression’

charge but failed to sufficiently clarify that the jury must initially consider

evidence of ‘heat of passion’ with regard to malice in relation to any conviction

for any level of murder?” Appellant’s brief at 6.

      We begin with our standard of review:

      In reviewing a jury charge, we determine whether the trial court
      committed a clear abuse of discretion or an error of law which
      controlled the outcome of the case. We must view the charge as
      a whole; the trial court is free to use its own form of expression
      in creating the charge. Our key inquiry is whether the instruction
      on a particular issue adequately, accurately and clearly presents
      the law to the jury, and is sufficient to guide the jury in its
      deliberations.

Commonwealth v. Soto, 202 A.3d 80, 98 (Pa.Super. 2018) (cleaned up).

      The Suggested Standard Jury Instruction on voluntary manslaughter

provides that: “(1) when the defendant kills in a heat of passion following

serious provocation, the killing ‘may be voluntary manslaughter, but never

                                      -3-
J-S57006-19


murder;’ and (2) the jury can find malice and murder only if it is satisfied that

the defendant was not acting ‘under a sudden and intense passion resulting

from serious provocation by the victim.’” Commonwealth v. Patton, 936

A.2d 1170, 1177-78 (Pa.Super. 2007), aff’d following grant of appeal on other

issues, 985 A.2d 1283 (Pa. 2009) (citing Pennsylvania Suggested Standard

Jury Instructions (Criminal) 15.2503A).

      Appellant concedes that the trial court’s instructions “correctly [set]

forth the elements and requirements of [v]oluntary [m]anslaughter[.]”

Appellant’s brief at 12. However, he contends that the court did not make

clear “that whether or not the defendant was acting under the ‘heat of passion’

must be considered at the outset and not only after deliberating and reaching

a verdict on” the murder counts. Id.

      After a thorough review of the certified record, the parties’ briefs and

the pertinent law, we discern no abuse of discretion on the part of the trial

court as to Appellant’s issue, and we affirm the judgment of sentence on the

basis of the cogent and well-reasoned opinion that Honorable William E.

Baldwin entered on April 26, 2019. Specifically, Judge Baldwin extensively

detailed the instructions given to the jury, supporting his opinion that he, on

at least four occasions, clearly informed the jury that “the malice necessary

for murder could not be found unless the jurors were convinced beyond a

reasonable doubt that the defendant was not acting in the heat of passion as

provoked by the victim.” Trial Court Opinion, 4/26/19, at 10. As the trial


                                      -4-
J-S57006-19


court’s determination is the product of neither an error of law or other abuse

of discretion, we affirm.

      Judgment of sentence affirmed.




Judgment Entered.




Joseph D. Seletyn, Esq.
Prothonotary

Date: 11/25/2019




                                    -5-
                                                                                 Circulated 10/24/2019 04:10 PM




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                     Andrea L. Thompson, Esquire - for Defendant


                 OPINION OF COURT PURSUANT TO Pa.R.A.P. 1925


BALDWIN, P.J.

       On December 13, 2018, a jury found Michael Marchalk guilty of third degree

murder in the death of his father, Gary Marchalk. He was also found guilty of theft

offenses related to the theft of his father's car to get away and the use of his father's

credit card to obtain cash, as well as possessing the instrument of a crime, the baseball bat

with which he bludgeoned his father.

       Marchalk was sentenced to 20 to 40 years for third degree murder and a

consecutive 4Yz to 9 years for the other offenses. He has appealed his conviction, and in

his Rule l 925(b) statement, his sole challenge is to the Court's instructions to the jury

related to evidence of the heat of passion and the Commonwealth's duty to prove the

absence of heat of passion, which could reduce the killing from murder to voluntary
manslaughter. A summary of the evidence might be helpful in understanding the context

of the required instruction.

        The defendant's parents were pressured into marrying by his maternal

grandparents when it was discovered that the mother was pregnant with the defendant.

The couple later had another son, Matthew. Growing up, the defendant was very close to

his mother, but his relationship with his father was strained. The father, was very critical

of the defendant and never satisfied with his achievements. He showed no warmth or

affection toward the defendant, and the defendant felt that the father favored his younger

brother.

        When the defendant was seventeen, his mother committed suicide, and he was the

one who found her. Thereafter, the relationship between the defendant and his father

became even more strained. The defendant began drinking heavily and transitioned into

becoming addicted to heroin. His drug use led to arrests, including a conviction for

attempted bank robbery and a state prison sentence.

        After prison, the defendant lived awhile in the Pittsburgh area before returning to

Schuylkill County. Although the father may not have provided emotional support to the

defendant, he did support the defendant financially, making sure that he had a place to

live.

        The killing occurred on a Sunday evening. The Friday before, the defendant

visited his father at his work to ask for help getting into a rehab. While there,



                                              2
arrangements were made for the defendant to go to a facility on that Monday. Gary

Marchalk invited his son to stay with him until then.

       By Sunday afternoon, the defendant was experiencing withdrawal symptoms, and

he asked his father for money to purchase suboxone or heroin so he would not be sick

entering the rehab. Father became angry and ordered him to leave, but then gave the

defendant the little money he had in his wallet, approximately $39.

       The defendant's efforts to get suboxone or heroin were unsuccessful, but he did

buy and smoke some crack cocaine. When he returned to his father's house, Gary

Marchalk first told him to leave but then opened the door for him. They talked briefly

downstairs before his father told him to go to bed and went upstairs to his own bedroom.

       Shortly thereafter, the defendant went upstairs and into his father's room. The

father was lying on his bed watching television with a baseball bat next to him on the

bed. He always kept the bat in his room to use should someone break into the house.

       According to the defendant, his father told him to go to bed. Instead he walked

toward the bed saying that he could not sleep. His father abruptly sat up and swung the

bat at him, but he blocked it with his arm. The defendant grabbed an iron from the

ironing board near the bed and threw it against the wall above the bed. It fell harmlessly

on the bed. The father moved back on the bed, and the defendant charged him. Again

the father hit the defendant with the bat, but this time the defendant took it away from

him and used it to strike the father five or six times, killing him.



                                               3
       Samuel Land, the forensic pathologist who had performed the autopsy of the

father's body, described finding multiple fractures of the right forehead, temporal bone,

and parietal bone. There were also multiple facial fractures. The jaw was fractured, and

the teeth had lacerated the mouth. The base of the skull was shattered, and there was

crush trauma to the right side of the brain. There was also bruising to the upper back.

The blood splatters on the walls, together with the injuries, indicated that the bloody bat

found at the scene was swung with significant force.

       When asked by his counsel why he hit his father with the bat after he had taken it

from him, he responded:

              It's hard to say why. Like when he -- when he swung at me, I was
      just so -- I couldn't believe it. Like, it was like, Really? You're going to
      swing the bat at me? And I just was so mad that he did it, you know. I
      don't really know what I was feeling. The police asked me the same thing.
      Was I angry? No. I was just, like, kind of, like in disbelief over the whole,
      the whole thing, you know. I didn't -- I don't know what I'd call it.

(Trial Transcript p. 385).

       The jury was addressed in regard to voluntary manslaughter before initially

retiring to deliberate and twice more in response to questions from the jury. It was only

after the last time and after the jury had returned to deliberations that defense counsel

objected.

       During the original jury instructions, the jurors were told of the five possible

verdicts they could return: not guilty or guilty of first degree murder, second degree

murder, third degree murder, or voluntary manslaughter. The jurors were told that there

                                              4
could be no murder unless a person acts with malice. After defining how malice can be

proven with respect to the various forms of murder (Trial Transcript pp. 567-74), I

discussed voluntary manslaughter in this manner:

             The fourth form of homicide that I want to instruct you about is
      voluntary manslaughter. As my earlier definition ofmalice indicates,
      there can be no malice when certain reducing circumstances are
      present. When these circumstances are present, the killing may be
      voluntary manslaughter but never murder. This is true when a
      defendant kills in the heat of passion following a serious provocation.

             Accordingly, you may find the malice and murder only if you
      are satisfied beyond a reasonable doubt that the Defendant was not
      acting under a sudden and intense passion resulting from serious
      provocation by the victim. A defendant acts under an intense passion if
      he acts under an emotion such as anger, rage, sudden resentment or terror
      that is so strong that it renders him incapable of cool reflection.

             A defendant acts under a sudden passion if the time between the
      provocation and the killing is not long enough for the passion of a
      reasonable person to cool. A defendant's passion results from serious
      provocation if it results from conduct or events that are sufficient to excite
      an intense passion in a reasonable person. Thus, the existence of sudden
      passion and serious provocation turn on how a reasonable person
      confronted by the same provocation would react.

              Remember, you can find malice and murder only if you are
      satisfied beyond a reasonable doubt that the Defendant was not acting
      under a sudden and intense passion resulting from serious provocation
      by the victim.

              The law recognized that the cumulative impact of a series of related
      events can lead to sudden passion and amount to serious provocation. The
      test is whether a reasonable person confronted with the same series of
      events would be capable of cool reflection. The reducing circumstance of a
      defendant acting under -- well, I'm sorry. That doesn't apply in this case.



                                             5
              If you find the Defendant acted under the beat of passion and
       under circumstances with serious provocation, then you can't find he
       committed murder and that it would be manslaughter. (Trial Transcript
       pp. 574-76).

Neither side, when given the chance, objected to the original instructions to the jury.

(Trial Transcript p. 581).

       After deliberations began, the jury made a request for some exhibits, and about 90

minutes into deliberations, the jury asked for clarification when intent to commit a felony

must occur for second degree murder. There was no objection to the manner in which I

answered that question. (Trial Transcript pp. 592-94).

       Approximately 3 Y2 hours later the jury asked whether the felony for second degree

murder had to be robbery as charged. Defense counsel made no objection to the manner

in which that question was answered. (Trial Transcript pp. 594-98).

       A little over an hour later, as dinner time approached, I summoned the jury back to.

the courtroom to inquire about their progress and to determine ifwe should consider

ordering dinner for them. During that exchange, a juror asked me to explain the

difference between murder two and murder one. Another juror asked me to explain

murder one as well, and then said to do them all. I instructed them as follows:

               All right. For first degree murder, the Commonwealth has to prove,
       that Gary Marchalk is dead; second, that the Defendant killed him; and
       third, that the Defendant did so with specific intent to kill and with malice.

               A person has specific intent to kill if he has a fully formed intent to
       kill and is conscious of his or her intentions. A killing by a person who has


                                              6
a specific intent to kill is a killing with malice provided that it's also
without circumstances reducing the killing to voluntary manslaughter.

       So in order to have first degree murder, the -- you have to be
convinced beyond a reasonable doubt that the Defendant specifically
intended to kill his father.

        Second degree murder, which is felony murder, that's a situation
under the law where if you're committing a felony, if a person is
committing a felony and someone is killed in the process of committing
that felony, that they could be held responsible for the killing. And the
Commonwealth has to prove, again, that the Defendant killed Gary
Marchalk; and second, that he did so while committing or attempting to
commit a particular felony.

        There are only certain felonies that the statute applies to, and the one
that is alleged in this case is robbery. So you have to be convinced beyond
a reasonable doubt that he killed him while committing a robbery or
attempting to commit a robbery. And third, the Defendant was acting with
malice. And you may find the Defendant was acting with malice if you are
satisfied beyond a reasonable doubt that he committed the robbery because
robbery is crime inherently dangerous to human life and, therefore, there
does not have [to] be any other proof of malice in the case.

        And what I explained to you before, the issue here in terms of
whether robbery was committed, in terms of whether second degree murder
was committed, you have to be convinced beyond a reasonable doubt that
at the time the assault took place, that it was the Defendant's intent to steal
from his father.

        If you believe, on the other hand, that the intent to steal occurred
after the assault as just a way to get away from the scene, it's not robbery
and it's not second degree murder. The assault has to take place during the
commission with the intent of committing a theft. Robbery is theft by use
of force or threat of force. The assault itself cannot be the felony that
generates felony murder.

      For third degree murder, third degree murder is any killing with
malice that's not either first or second degree murder. So you have to be
convinced beyond a reasonable doubt that Gary Marchalk's dead; second,

                                       7
that the Defendant killed him; and third, that he did so with malice. And
malice is a shorthand way of referring to a particular mental state that the
law regards as being bad enough to make a killing murder.

       A killing is with malice if the perpetrator's actions show his wanton
and willful disregard of an unjustified and extremely high risk that his or
her conduct would result in death or serious bodily injury to another.

       In this form of malice, the Commonwealth need not prove that the
perpetrator specifically intended to kill another. The Commonwealth must
prove, however, that the perpetrator took action while consciously, that is,
knowingly, disregarding the most serious risk he was creating and that his
or her disregard of that risk demonstrated the extreme indifference to the
value of human life.

       And then the fourth form of homicide that you have to consider is
voluntary manslaughter. There can be no malice when certain reducing
circumstances are present. When these circumstances are present, a
killing may be voluntary manslaughter but not murder. This is true
when a defendant kills in the heat of passion following serious
provocation.

         Accordingly, you can find malice and murder only if you're
satisfied beyond a reasonable doubt that the Defendant was not acting
under a sudden and intense passion resulting in serious provocation by
the victim. A defendant acts under intense passion if he acts under an
emotion such as anger, rage, sudden resentment or terror that is so strong
that it renders him incapable of cool reflection.

       A defendant acts under sudden passion if the time between the
provocation and the killing is not long enough for the passion of a
reasonable person to cool. A defendant's passion results from serious
provocation if it results from conduct or events that are sufficient to excite
an intense passion in a reasonable person.

       Thus the existence of intense passion turns on the actual mental and
emotional state of the defendant, while the existence of sudden passion and
serious provocation tum on how a reasonable person confronted by the
same provocation would react.


                                        8
               Remember, you can find malice and murder only if you are
       satisfied beyond a reasonable doubt that the Defendant was not acting
       under a sudden and intense passion resulting from the serious
       provocation by the witness -- by the victim. I'm sorry. It's getting late.

               The law recognized that the cumulative impact of a series of related
       events can lead to sudden passion and amount to serious provocation. The
       test is whether a reasonable person confronted with the same series of
       events would become so impassioned that he or she would be incapable of
       cool reflection.

(Trial Transcript pp. 599-605).

       I asked if there was anything from counsel, and the Commonwealth then asked me

to reinstruct the jury regarding premeditation requiring no particular length of time and

the jury's right to infer specific intent to kill from the use of a deadly weapon on a vital

part of the body. I did so. Defense counsel had no requests. The jury then returned to its

deliberations without objection from defense counsel.

       An hour later, defense counsel advised me, on the record, that she believed that,

when I was discussing the order of considering the charges, that I failed to instruct the

jury that they must consider evidence of heat of passion when determining whether the

Commonwealth has proven malice. I declined to do so again, because that instruction

was given. (Trial Transcript pp. 507-08).

       In quoting from my instructions, I bold-faced those lines in which I explained to

the jury that there. can be no murder without the Commonwealth proving that the

defendant acted with malice and that, in order to find malice, the jury had to be convinced

beyond a reasonable doubt that the defendant was not acting in the heat of passion. I

                                               9
believe I did so four different times. Defense counsel made no objection to those

instructions when they were given although given the opportunity to do so. An hour after

they jury had gone back to deliberate following the fourth such instruction, defense

counsel asked me to again instruct them that the presence of heat of passion can negate

murder. I felt, as I do now, that I had adequately explained how the malice necessary for

murder could not be found unless the jurors were convinced beyond a reasonable doubt

that the defendant was not acting in the heat of passion as provoked by the victim.



                                          BY THE COURT,




                                                            ·c�-




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