Petition for Writ of Certiorari — Charles Russell Rhines, Petitioner v. Darin Young, Warden

Supreme Court briefNov 1, 2019

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CASE NO. ________ (CAPITAL CASE)

IN THE SUPREME COURT OF THE UNITED STATES

____________________________________________________________

CHARLES RUSSELL RHINES,

Petitioner,

v.

DARIN YOUNG, WARDEN, SOUTH DAKOTA STATE PENITENTIARY,

Respondent.

____________________________________________________________

On Petition for a Writ of Certiorari to

The United States Court of Appeals for the Eighth Circuit

________________________________________________________________

APPENDIX

________________________________________________________________

Jason J. Tupman

Acting Federal Public Defender

Office of the Federal Public Defender

Districts of South and North Dakota

200 W. 10th Street, Suite 200

Sioux Falls, SD 57104

(605) 330-4489

Claudia Van Wyk*

Stuart Lev

Assistant Federal Defenders

Federal Community Defender Office

for the Eastern District of Pennsylvania

601 Walnut Street, Suite 545 West

Philadelphia, PA 19106

(215) 928-0520

*Counsel of Record

Member of the Bar of the Supreme Court

Counsel for Petitioner, Charles Russell

Rhines

Dated: November 1, 2019

TABLE OF CONTENTS

1.

United States Court of Appeals for the Eighth

Circuit Opinion (Oct. 25, 2019)...............................................................App. 001

2.

United States Court of Appeals for the Eighth

Circuit Judgment (Oct. 25, 2019) ...........................................................App. 004

3.

United States Court of Appeals for the Eighth

Circuit Mandate (Oct. 25, 2019) .............................................................App. 005

4.

Motion for Expert Access (Feb. 7, 2018) .................................................App. 006

5.

Petitioner’s Amended Motion for Expert Access

To Conduct Evaluation (Mar. 9, 2016) ...................................................App. 036

6.

United States District Court, Western Division

of South Dakota, Memorandum and Order (Apr. 12, 2016) ..................App. 049

7.

United States Court of Appeals for the Eighth

Circuit Opinion (Aug. 3, 2018) ................................................................App. 061

8.

Notice of Appeal (June 21, 2018) ............................................................App. 116

9.

United States Court of Appeals for the Eighth

Circuit Order (Sept. 7, 2018) ..................................................................App. 119

10.

United States Court of Appeals for the Eighth

Circuit Order (Sept. 18, 2018) ................................................................App. 120

11.

United States Court of Appeals for the Eighth

Circuit En Banc Order (Oct. 1, 2018) .....................................................App. 121

12.

Order Appointing Counsel (Dec. 10, 2009) ............................................App. 122

13.

Order Appointing Counsel (July 29, 2016) ............................................App. 123

14.

Supreme Court of the United States

Certiorari Denial (Dkt. No. 18-8029) (Apr. 15, 2019) ............................App. 124

15.

Supreme Court of the United States

Certiorari Denial (Dkt. No. 18-8030) (Apr. 15, 2019) ............................App. 126

16.

Notice of Parole Hearing Results (Dec. 12, 2018) ..................................App. 128

i

17.

Clemency Application Cover Letter (Nov. 9, 2018) ...............................App. 129

18.

Warrant of Execution (June 25, 2019) ...................................................App. 131

ii

United States Court of Appeals

For the Eighth Circuit

___________________________

No. 18-2376

___________________________

Charles Russell Rhines

lllllllllllllllllllllPetitioner - Appellant

v.

Darin Young, Warden, South Dakota State Penitentiary

lllllllllllllllllllllRespondent - Appellee

-----------------------------American Civil Liberties Union; American Civil Liberties Union of South Dakota;

GLBTQ Legal Advocates and Defenders; Lambda Legal Defense and Education

Fund; National Center for Lesbian Rights; National LGBT Bar

lllllllllllllllllllllAmici on Behalf of Appellant

____________

Appeal from United States District Court

for the District of South Dakota - Rapid City

____________

Submitted: September 26, 2019

Filed: October 25, 2019

[Published]

____________

Before LOKEN, GRUENDER, and KELLY, Circuit Judges.

____________

Appellate Case: 18-2376

Page: 1

Date Filed: 10/25/2019 Entry ID: 4845951

App. 001

PER CURIAM.

Charles Russell Rhines is an inmate at the South Dakota State Penitentiary,

sentenced to death for the March 1992 murder of Donnivan Schaeffer at a donut shop

in Rapid City, South Dakota. Rhines has exhausted all direct appeals and applications

for state and federal post-conviction relief. See Rhines v. Young, 899 F.3d 482 (8th

Cir. 2018). As briefed to this court in the fall of 2018 and argued to our panel in

September, this appeal raises the question whether the district court erred in

concluding that it has no authority under 18 U.S.C. § 3599 and the All Writs Act, 18

U.S.C. § 1651(a), to order South Dakota prison officials “to allow Rhines to meet

with mental health experts retained by appointed counsel for purposes of preparing

a clemency application.”

Following oral argument, a majority of the panel tentatively concluded that we

should affirm the district court. However, circumstances underlying the issue have

changed, and we conclude that a decision on this narrow issue is no longer needed.

We were advised by counsel for appellee earlier this year (i) that the South Dakota

Board of Pardons and Paroles denied Rhines’s petition for clemency in December

2018, and (ii) that the Circuit Court for the 7th Judicial Circuit of South Dakota has

issued a warrant for Rhines’s execution during the week of November 3-9, 2019.

Whether Rhines deserves clemency is now properly in the hands of the Governor.

South Dakota law grants the Governor broad constitutional and statutory

clemency authority. See Doe v. Nelson, 680 N.W.2d 302, 313 (S.D. 2004). Rhines

has begun the statutory process under S.D.C.L. § 24-14. The Governor may consider

any and all evidence she deems necessary to make her final decision, including the

absence of relevant expert evaluations and tests. The Supreme Court has cautioned

that, while “some minimal procedural safeguards apply to clemency proceedings,”

judicial intervention in state clemency proceedings is warranted only in rare, extreme

cases. Ohio Adult Parole Auth. v. Woodard, 523 U.S. 272, 289 (1998) (O’Connor,

-2-

Appellate Case: 18-2376

Page: 2

Date Filed: 10/25/2019 Entry ID: 4845951

App. 002

J., concurring in part and concurring in the judgment). At the present time, with

South Dakota clemency proceedings commenced and the time for granting or denying

imminent, the issues raised by Rhines in this appeal are either moot or have not been

fully exhausted. Accordingly, we dismiss the appeal.

KELLY, Circuit Judge, concurring.

The question presented to us in this case was whether a federal court has the

authority to compel the State of South Dakota to allow Rhines access to mental health

experts retained by his appointed counsel for purposes of preparing a clemency

application. Based on the record before us, however, it appears that Rhines has not

fully exhausted his clemency-based remedies.

The South Dakota constitution grants the Governor the pardon power, S. D.

Const. art. IV, § 3, but the state’s statutory scheme permits the Governor to delegate

to the Board of Pardons and Paroles the authority to hear such applications. See Doe,

680 N.W.2d at 313 (South Dakota has a “two-pronged pardon system: a pardon

granted by the Governor with input from the Board . . . or a pardon granted solely by

the Governor with no outside involvement . . . .”). The parties have informed us that

in December 2018 the Board declined to recommend Rhines for clemency. Thus, as

the court notes, whether Rhines is deserving of clemency is now properly in the hands

of the Governor.

The parties have identified no impediments to Rhines’s asking the Governor

to allow him access to his mental health experts, either in the course of considering

the Board’s failure to recommend clemency or in connection with a clemency request

made directly to the Governor. It thus appears that Rhines still has an opportunity to

seek and obtain relief by means of the State’s statutory and/or constitutional

framework. For this reason, I concur in the court’s judgment.

______________________________

-3-

Appellate Case: 18-2376

Page: 3

Date Filed: 10/25/2019 Entry ID: 4845951

App. 003

UNITED STATES COURT OF APPEALS

FOR THE EIGHTH CIRCUIT

___________________

No: 18-2376

___________________

Charles Russell Rhines

Petitioner - Appellant

v.

Darin Young, Warden, South Dakota State Penitentiary

Respondent - Appellee

-----------------------------American Civil Liberties Union; American Civil Liberties Union of South Dakota; GLBTQ

Legal Advocates and Defenders; Lambda Legal Defense and Education Fund; National Center

for Lesbian Rights; National LGBT Bar

Amici on Behalf of Appellant(s)

______________________________________________________________________________

Appeal from U.S. District Court for the District of South Dakota - Rapid City

(5:00-cv-05020-KES)

______________________________________________________________________________

JUDGMENT

Before LOKEN, GRUENDER, and KELLY, Circuit Judges.

This appeal from the United States District Court was submitted on the record of the

district court, briefs of the parties and was argued by counsel.

After consideration, it is hereby ordered and adjudged that the appeal is dismissed in

accordance with the opinion of this Court.

October 25, 2019

Order Entered in Accordance with Opinion:

Clerk, U.S. Court of Appeals, Eighth Circuit.

____________________________________

/s/ Michael E. Gans

Appellate Case: 18-2376

Page: 1

Date Filed: 10/25/2019 Entry ID: 4845956

App. 004

UNITED STATES COURT OF APPEALS

FOR THE EIGHTH CIRCUIT

No: 18-2376

Charles Russell Rhines

Appellant

v.

Darrin Young, Warden, South Dakota State Penitentiary

Appellee

-----------------------------American Civil Liberties Union, et al.

Amici on Behalf of Appellant(s)

______________________________________________________________________________

Appeal from U.S. District Court for the District of South Dakota - Rapid City

(5:00-cv-05020-KES)

______________________________________________________________________________

MANDATE

In accordance with the opinion and judgment of 10/25/2019, and pursuant to the

provisions of Federal Rule of Appellate Procedure 41(a), the formal mandate is hereby issued in

the above-styled matter.

October 25, 2019

Clerk, U.S. Court of Appeals, Eighth Circuit

Appellate Case: 18-2376

Page: 1

Date Filed: 10/25/2019 Entry ID: 4845959

App. 005

Case 5:00-cv-05020-KES Document 394 Filed 02/07/18 Page 1 of 15 PageID #: 6630

IN THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF SOUTH DAKOTA

WESTERN DIVISION

CHARLES RUSSELL RHINES,

Petitioner,

v.

Darin Young, Warden,

South Dakota State Penitentiary,

Respondent.

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CIV. 5:00-5020-KES

MOTION FOR EXPERT ACCESS

Charles Rhines moves this Court for an order requiring the Warden to

produce Mr. Rhines for expert evaluations in support of a potential request for

executive clemency. Mr. Rhines states the following in support of his motion:

1.

Mr. Rhines is incarcerated at the South Dakota State

Penitentiary under sentence of death.

2.

On December 10, 2009, this Court appointed the Federal Public

Defender for the Districts of South Dakota and North Dakota (“FPD”) to represent

Mr. Rhines in his pending habeas corpus proceedings. Docket Entry No. 184.

3.

On February 16, 2016, the Court denied Mr. Rhines’s petition for a

writ of habeas corpus.

App. 006

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4.

On July 29, 2016, the Court entered an order appointing the Federal

Community Defender Office for the Eastern District of Pennsylvania (“FCDO”) as

co-counsel to represent Mr. Rhines. The Court indicated that the FPD would

continue to represent him. Docket Entry Nos. 354, 355.

5.

Mr. Rhines appealed this Court’s order denying habeas relief on

August 3, 2016. Docket Entry No. 357. The case has been argued in the Court of

Appeals for the Eighth Circuit and is awaiting decision.

6.

Mr. Rhines seeks an order allowing two mental health experts (a

forensic psychiatrist, Richard G. Dudley, Jr., M.D., and a neuropsychologist, Dan

Martell, Ph.D.) to enter the prison to evaluate him on behalf of his counsel. He has

never received neuropsychological testing, nor an evaluation by a psychiatrist who

had the benefit of an independent background investigation. Counsel plan to seek

the experts’ advice respecting a potential clemency application, should one become

necessary, and other matters. 1 The Department of Corrections, pursuant to South

Dakota statutory law, see SDCL 23A-27A-31.1, has indicated that it will not admit

experts into the prison to evaluate Mr. Rhines in the absence of an order from the

trial court.

The results of the evaluation may also be relevant, for example, to issues now

pending in the Eighth Circuit, if Mr. Rhines is successful in that appeal.

1

2

App. 007

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7.

In earlier motion practice following this Court’s denial of habeas relief

in 2016, CJA counsel and the FPD sought an order authorizing expert access after

the breakdown of protracted efforts to negotiate terms for a neuropsychological

examination with the Department of Corrections. The motion maintained that the

order was necessary to vindicate Mr. Rhines’s statutory and constitutional right to

counsel, including a constitutionally adequate mitigation investigation, and asserted

that this Court, as a “trial” court, had the authority to grant the order under SDCL

23A-27A-31.1. Docket Entry No. 313-1 at 1–11. The State argued that the motion

“seeks to circumvent state court jurisdiction,” that any evidence the examination

uncovered would not help the defense, that the Court had already denied the habeas

petition, and that it would offend the principles of federalism to grant the motion

before the petitioner had exhausted available state remedies. Docket Entry No. 312

at 1, 4–5.

8.

This Court denied the motion because the governing statute required a

prisoner to seek a court order from the state court, and principles of comity and

federalism “caution against the assertion of power by one sovereign over another

without a clear grant of that authority in the first instance.” Docket Entry No. 334 at

6–11. It also ruled that the statute authorizing the appointment of counsel did not

enable the Court to “command prison personnel,” and that any evidence obtained

would have been inadmissible in the already concluded habeas proceedings. Id.

3

App. 008

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9.

Mr. Rhines has now addressed the prudent federalism concerns that

partially motivated this Court’s earlier ruling, and he now seeks an order granting

expert access for a different reason. Specifically, he has sought relief in the South

Dakota courts, which have denied him the necessary order. He seeks this Court’s

assistance for the purpose of preparing a potential clemency application to the

Governor of South Dakota.

10.

First, Mr. Rhines moved in the Seventh Judicial Circuit Court in

Pennington County for a trial court order pursuant to SDCL 23A-27A-31.1. The

court (1) recognized no constitutional obligation to provide expert access,

“whatever minimal procedural safeguards might be guaranteed by the Due Process

Clause in a clemency proceeding,” and (2) refused to exercise its discretionary

authority under the statute. It indicated that statutory provisions governing

competence for execution adequately protected Mr. Rhines, and that expert access

pursuant to SDCL 23A-27A-31.1 was unnecessary. The court accordingly denied

the motion. See Exhibit A.

11.

Mr. Rhines filed a notice of appeal, but the state moved to dismiss on

the ground that the order was not appealable. The South Dakota Supreme Court

dismissed the appeal on January 2, 2018. See Exhibit B.

12.

Second, the experts’ evaluations promise to yield information that will

be relevant to Mr. Rhines’s clemency investigation. On January 27, 2018, Dr.

4

App. 009

Case 5:00-cv-05020-KES Document 394 Filed 02/07/18 Page 5 of 15 PageID #: 6634

Dudley signed a letter-report, based on a review of Mr. Rhines’s records, previous

expert reports, and a 2018 annotated social history of Mr. Rhines, concluding that

“there is clear evidence that there are additional, differential diagnostic options that

require further investigation by way of both a psychiatric and neuropsychological

evaluation.” See Letter of Richard G. Dudley, Jr., M.D., Jan. 27, 2018 (attached as

Exhibit C). Among other things, Dr. Dudley noted evidence that Mr. Rhines

suffered from a pattern of symptoms seen in children suffering from Autism

Spectrum Disorder, that he was exposed to toxins known to have a negative impact

on brain development, and that he suffered traumatic experiences—including a

brutal rape by four other soldiers—after enlisting in the Army at age 17. Dr.

Dudley also noted the Mr. Rhines endured the stress associated with being a

closeted gay man in the military. Exhibit C at 3–4.

13.

Dr. Dudley recommended that, in light of the newly available social

history information he had reviewed, additional diagnostic options be explored:

autism spectrum disorder, toxin exposure, the superimposition of military training

and trauma, and the effects of self-medication with alcohol and other substances.

Prior evaluators, who did not have the benefit of the social history information, had

identified some of the same symptoms but attributed them to “more

characterological psychiatric diagnoses.” Exhibit C at 5–6. Dr. Dudley concluded

that “this now available information is clearly critical to the credibility of any

5

App. 010

Case 5:00-cv-05020-KES Document 394 Filed 02/07/18 Page 6 of 15 PageID #: 6635

mental health evaluation of Mr. Rhines, and that an evaluator, armed with this

information, may end up with an opinion that is quite different than opinions

previously given.” Exhibit C at 6.

14.

Dr. Dudley’s report provides a firm factual basis for this Court to grant

Mr. Rhines an order giving access to his experts for evaluations. Further, as

explained below, this Court’s order appointing counsel authorizes both

representation and necessary expert services in support of a state executive

clemency application, and the Due Process Clause guarantees Mr. Rhines an

opportunity for reasonable expert services in aid of his clemency investigation. His

motion for an order of this Court, granting access for his experts, should

accordingly be granted.

15.

On February 2 and 3, 2018, undersigned counsel, Ms. Van Wyk,

exchanged email messages with Assistant Attorney General Paul Swedlund, who

indicated that the State opposes this motion.

BRIEF IN SUPPORT OF MOTION

A.

This Court’s Appointment of Counsel Pursuant to 28 U.S.C.

§ 3599 Extends to Representation and Expert Services Related to

Clemency Litigation.

16.

The governing statute, Supreme Court precedent, and guidance from

the Administrative Office of the Courts all make clear that this Court’s orders

appointing the FPD and FCDO to represent Mr. Rhines extend to clemency

proceedings in the State of South Dakota, and that the representation in clemency

6

App. 011

Case 5:00-cv-05020-KES Document 394 Filed 02/07/18 Page 7 of 15 PageID #: 6636

may include the provision of expert services. 2 18 U.S.C. § 3599 provides in

relevant part:

(a)(1) Notwithstanding any other provision of law to the contrary, in

every criminal action in which a defendant is charged with a crime

which may be punishable by death, a defendant who is or becomes

financially unable to obtain adequate representation or investigative,

expert, or other reasonably necessary services at any time either-(A) before judgment; or

(B) after the entry of a judgment imposing a sentence of death but

before the execution of that judgment;

shall be entitled to the appointment of one or more attorneys and the

furnishing of such other services in accordance with subsections (b)

through (f).

* * *

(e) Unless replaced by similarly qualified counsel upon the attorney’s

own motion or upon motion of the defendant, each attorney so

appointed shall represent the defendant throughout every subsequent

stage of available judicial proceedings, including pretrial proceedings,

trial, sentencing, motions for new trial, appeals, applications for writ of

certiorari to the Supreme Court of the United States, and all available

post-conviction process, together with applications for stays of

execution and other appropriate motions and procedures, and shall also

represent the defendant in such competency proceedings and

proceedings for executive or other clemency as may be available to the

defendant.

(f) Upon a finding that investigative, expert, or other services are

reasonably necessary for the representation of the defendant, whether

in connection with issues relating to guilt or the sentence, the court

may authorize the defendant’s attorneys to obtain such services on

As Federal Defender Organizations, the FPD and FCDO do not need to submit

expenses to this Court for expert services because they receive funding for that

purpose.

7

2

App. 012

Case 5:00-cv-05020-KES Document 394 Filed 02/07/18 Page 8 of 15 PageID #: 6637

behalf of the defendant and, if so authorized, shall order the payment of

fees and expenses therefor under subsection (g).

(emphases added).

17.

The Supreme Court construed this provision in Harbison, “hold[ing]

that § 3599 authorizes federally appointed counsel to represent their clients in state

clemency proceedings and entitles them to compensation for that representation.”

556 U.S. at 194. The Court’s conclusion was based upon a plain reading of

§ 3599(e). As explained by the Court:

Under a straightforward reading of the statute, subsection (a)(2)

triggers the appointment of counsel for habeas petitioners, and

subsection (e) governs the scope of appointed counsel’s duties. See

§ 3599(a)(2) (stating that habeas petitioners challenging a death

sentence shall be entitled to “the furnishing of ... services in

accordance with subsections (b) through (f)”). Thus, once federally

funded counsel is appointed to represent a state prisoner in § 2254

proceedings, she “shall also represent the defendant in such ...

proceedings for executive or other clemency as may be available to the

defendant.” § 3599(e). Because state clemency proceedings are

“available” to state petitioners who obtain representation pursuant to

subsection (a)(2), the statutory language indicates that appointed

counsel’s authorized representation includes such proceedings.

Id. at 5 (emphasis added).

18.

The Administrative Office of the United States Courts has issued

guidelines implementing § 3599 and Harbison. The guidelines for appointment of

counsel in capital cases provide in relevant part:

§ 620.70 Continuity of Representation

* * *

8

App. 013

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(b) Under 18 U.S.C. § 3599(e) , unless replaced by an attorney

similarly qualified under Guide, Vol 7A, § 620.60 by counsel’s own

motion or upon motion of the defendant, counsel “shall represent the

defendant throughout every subsequent stage of available judicial

proceedings,” [including . . .]

• proceedings for executive or other clemency.

Similarly, the guidelines for clemency representation provide in relevant part:

§ 680 Clemency

§ 680.10 Clemency Representation by Counsel

§ 680.10.10 New Appointments

A new appointment for clemency representation is not necessary since,

under 18 U.S.C. § 3599(e) , each attorney appointed to represent the

defendant for habeas corpus proceedings under 28 U.S.C. § 2254,

unless replaced by similarly qualified counsel, “shall also represent

the defendant in such competency proceedings and proceedings for

executive or other clemency as may be available to the defendant.”

Guide to Judiciary Policy, Vol. 7, Defender Services, Part A, Guidelines for

Administering the CJA and Related Statutes, Chapter 6: Federal Death Penalty and

Capital Habeas Corpus Representations, available at

http://www.uscourts.gov/rules-policies/judiciary-policies/cja-guidelines/chapter-6ss-660-authorization-and-payment (visited June 27, 2017), and

http://www.uscourts.gov/rules-policies/judiciary-policies/cja-guidelines/chapter-6ss-680-clemency (visited January 14, 2018) (emphasis added). The Guidelines

contemplate the retention of experts for clemency work, providing:

§ 680.20.20 Processing of Clemency Vouchers

9

App. 014

Case 5:00-cv-05020-KES Document 394 Filed 02/07/18 Page 10 of 15 PageID #: 6639

All attorney compensation (Form CJA 30 (Death Penalty Proceedings:

Appointment of and Authority to Pay Court Appointed Counsel)) and

investigative, expert, or other services vouchers (Form CJA 31 (Death

Penalty Proceedings: Ex Parte Request for Authorization and Voucher

for Expert and Other Services)) pertaining to the clemency

representation should be submitted to the district court, regardless of

whether the habeas corpus case is on appeal at the time.

Id. (emphasis added).

19.

These authorities make clear that this Court’s appointment orders

(Docket Entry Nos. 184, 355), authorize the FPD and FCDO to investigate, prepare,

and represent Mr. Rhines in clemency proceedings, and that expert services in

support of clemency fall within this Court’s authority over the representation.

20.

Denying Mr. Rhines the ability to meet with his own expert would

render meaningless the guarantee of “reasonably necessary” expert services in

§ 3599(f). Congress’s intent to allow district courts to fund experts for clemency

includes, of necessity, an intent that the experts have a reasonable opportunity to

employ their expertise. The Court has authority to issue such orders as are

necessary in aid of its jurisdiction and pursuant to § 3599. See McFarland v. Scott,

512 U.S. 849, 858 (1994) (once petitioner invokes right to federally appointed

counsel, federal court has jurisdiction to order stay of state court execution

proceedings); see also All Writs Act, 28 U.S.C. § 1651 (“[A]ll courts established by

Act of Congress may issue all writs necessary or appropriate in aid of their

respective jurisdictions.”). Thus the authority to provide funding for both

10

App. 015

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representation and expert services for state clemency proceedings must logically

include the authority to grant experts access to prisoners to perform their

evaluations.

21.

In its previous ruling denying an expert access order, this Court cited

Baze v. Parker, 711 F. Supp. 2d 774, 776 (E.D. Ky. 2010), aff’d 632 F.3d 338 (6th

Cir. 2011). The district court in Baze, however, did not consider McFarland, which

upheld the grant of a stay of state court proceedings before the petitioner has filed a

habeas petition. Furthermore, Baze sought intrusive relief against third parties who

were agents of the state; he demanded that the state Department of Corrections

make its employees available for clemency interviews focusing on Baze’s conduct

over the course of his years in prison. As the Sixth Circuit opinion described

Baze’s argument, he wanted the federal courts to “manage and enforce the

collection of evidence in state clemency proceedings.” Baze, 632 F.3d at 342; see

also Spisak v. Tibbals, No. 1:95-cv-2675, 2011 WL 9614 (N.D. Ohio Jan. 3, 2011)

(following Baze, without considering McFarland, and rejecting demand to compel

recording of Parole Board’s clemency interview of petitioner). Mr. Rhines, in

contrast, merely seeks permission for his experts—his own attorneys’ agents—to

conduct evaluation visits, a foundational first step to forming their opinions.

11

App. 016

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22.

It follows that the Court has authority to guarantee Mr. Rhines’s

experts the necessary access to him to conduct the evaluations.3

B.

Mr. Rhines Has a Due Process Right to Expert Services For

Clemency.

23.

Ake v. Oklahoma, 470 U.S. 68, 84 (1985), held that a capital defendant

has a due process right to appropriate expert assistance when his or her mental

condition (there, sanity) is in issue. The Court has extended that right to other

contexts. See, e.g., Ford v. Wainwright, 477 U.S. 399, 414, 427 (1986)

(competency for execution); see also McWilliams v. Dunn, 137 S. Ct. 1790, 1793

(2017) (“[W]hen certain threshold criteria are met, the State must provide an

indigent defendant with access to a mental health expert who is sufficiently

available to the defense and independent from the prosecution to effectively ‘assist

in evaluation, preparation, and presentation of the defense.’”) (citation omitted).

Furthermore, the minimum requirements of due process apply in state clemency

proceedings. See Ohio Adult Parole Auth. v. Woodard, 523 U.S. 272, 288–89

(1998) (O’Connor, J., concurring). Applying these principles, the Eighth Circuit

Habeas Rule 6 also gives a habeas court authority, for good cause, to authorize the

petitioner to “conduct discovery under the Federal Rules of Civil Procedure.” Rule

35(a)(1) of the rules of civil procedure allows the court to “order a party to produce

for examination a person who is in its custody or under its legal control.” If this

Court grants Mr. Rhines’s motion to amend his habeas petition (Docket No. 383),

or if the Eighth Circuit remands for further habeas proceedings, Rules 6 and 35 will

authorize the Court to grant his expert access motion. His need to conduct a

clemency investigation and Dr. Dudley’s opinion provide the requisite good cause.

12

3

App. 017

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has held that a state court’s interference with a condemned inmate’s efforts to

secure a witness’s testimony in support of clemency violated the Due Process

Clause. See Young v. Hayes, 218 F.3d 850, 852–53 (8th Cir. 2000); see also Noel v.

Norris, 336 F.3d 648,649 (8th Cir. 2003) (“[I]f the state actively interferes with a

prisoner’s access to the very system that it has itself established for considering

clemency petitions, due process is violated.”).

24.

Mr. Rhines has never received neuropsychological testing to determine

if he suffers from any disease of the brain, injury to the brain, or the effects of

toxins on his brain. He has never received an evaluation by a psychiatrist who had

the benefit of an independent background investigation. As described in Dr.

Dudley’s letter, the results of testing and evaluation by his experts may yield

information highly relevant to the clemency decision. This Court should

accordingly grant his request for an order directing the Warden to produce him for

evaluation.

13

App. 018

Case 5:00-cv-05020-KES Document 394 Filed 02/07/18 Page 14 of 15 PageID #: 6643

CONCLUSION

For these reasons, Mr. Rhines respectfully moves this Court for an order

directing the Warden to produce Mr. Rhines at a mutually convenient time and

under reasonable conditions for evaluations by his expert neuropsychologist and

psychiatrist .

Respectfully submitted,

STUART B. LEV

CLAUDIA VAN WYK

Assistant Federal Defenders

BY: /s/ Claudia Van Wyk

Federal Community

Defender Office, Capital Habeas Unit

NEIL FULTON

Federal Defender

JASON J. TUPMAN

Assistant Federal Defender

Office of the Federal Public Defender

Districts of South Dakota and North

Dakota

200 W. 10th Street, Suite 200,

Sioux Falls SD 57104

Telephone (605) 330-4489

Facsimile (605) 330-4499

Filinguster_SDND@fd.org

601 Walnut Street, Suite 545 West

Philadelphia, PA 19106

Telephone (215) 928-0520

Facsimile (215) 928-0826

Claudia_Vanwyk@fd.org

Counsel for Petitioner, Charles Russell Rhines

Dated: February 7, 2018

14

App. 019

Case 5:00-cv-05020-KES Document 394 Filed 02/07/18 Page 15 of 15 PageID #: 6644

CERTIFICATE OF SERVICE

This will certify that, on February 7, 2018, a true and correct copy of the

foregoing has been electronically filed with the Clerk of the Court via CM/ECF to

be served on the following persons authorized to be noticed:

Paul S. Swedlund

Matthew W. Templar

Assistant Attorneys General

State of South Dakota

1302 East Highway 14, Suite 1

Pierre, SD 57501

/s/ Claudia Van Wyk

Claudia Van Wyk

App. 020

Case 5:00-cv-05020-KES Document 394-1 Filed 02/07/18 Page 1 of 5 PageID #: 6645

IN THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF SOUTH DAKOTA

WESTERN DIVISION

CHARLES RUSSELL RHINES,

Petitioner,

v.

Darin Young, Warden,

South Dakota State Penitentiary,

Respondent.

)

)

)

)

)

)

)

)

)

)

CIV. 5:00-5020-KES

EXHIBIT A

MOTION FOR EXPERT ACCESS

App. 021

Case 5:00-cv-05020-KES Document 394-1 Filed 02/07/18 Page 2 of 5 PageID #: 6646

&tbttttb Jubfcial QI:frcuft QI:ourt

P.O. Box230

Rapid City SD 57709-0230

(605) 394-2571

CIRCUIT JUDGES

MAGISTRATE JUDGES

COURT ADMINISTRATOR

Craig A. Pfeifle, Presiding Judge

Matthew M. Brown

Jeffrey R. Connolly

JeffW. Davis

Robert Gusinsky

Heidi L. Linngren

Robert A. Mandel

Jane Wipf Pfeifle

Scott M~ Bogue

Todd J. Hyronimus

Bernard Schuchmann

Marya Tellinghuisen

Kristi W. Erdman

STAFF ATTORNEY

Laura Hilt

October 24, 2017

v Mr. Jason Tupman

Office of the Federal Public Defender

Districts of South Dakota and North Dakota

200 W. 10th Street, Suite 200

Sioux Falls, SD 57104

Mr. Paul Swedlund

Office of the Attorney General

1302 East Highway 14, Suite 1

Pierre, SD 57501

Re: Case no. 51 C93-000081AO

Dear Counsel:

The Court is in receipt of submissions from both parties regarding Defendant's Motion for

Expert Access (filed 6/9/17) for the purposes of a clemency applic~tion. Defendant, Charles

Rhines, requests permission to be evaluated by two mental health experts. 1 In support of the

Motion, Defendant (1) sets forth a due process argument and (2) requests that the Court exercise

discretionary authority under SDCL 23A-27A-31.1. The State opposes Defendant's request. For

the reasons that follow, the Motion is denied.

1

Counsel for Defendant states that "Mr. Rhines is not seeking funding from this Court His federal counsel are

representing him pursuant to appointments by the federal district court. This motion seeks only access for the

experts already retained by his counsel." Petitioner's Reply Memorandum in Support of Motion for Expert

Access, p. I n. 1 (filed 6/23/17).

App. 022

Case 5:00-cv-05020-KES Document 394-1 Filed 02/07/18 Page 3 of 5 PageID #: 6647

.~

1. Due Process

Defendant "maintains that he has a due process right to expert assistance to investigate his

clemency petition.'' Petitioner's Reply Memorandum in Support of Motion for Expert Access, p.

3 (filed 6/23/17). In the case of Ohio Adult Parole Authority v. Woodard, 523 U.S. 272, 118

S.Ct. 1244, 140 L.Ed.2d 387 (1998), the United States Supreme Court discussed due process in

the context of clemency proceedings. The Eighth Circuit Court of Appeals summarizes the

opinion as follows:

In Ohio Adult Parole Authority v. Woodard, 523 U.S. 272, 118 S.Ct. 1244, 140

L.Ed.2d 387 (1998), the Supreme Court addressed the application of the Due

Process Clause to state clemency proceedings. A splintered Court rejected a claim

that Ohio's clemency proceedings violated an inmate's constitutional right to due

process. A plurality of four Justices emphasized that a request for clemency "is .

simply a unilateral hope," id. at 282, 118 S.Ct. 1244 (opinion of Rehnquist, C.J.)

(internal quotation omitted), and suggested that the Due Process Clause has no

application to the discretionary clemency process. A concurring opinion of four

Justices concluded that "some minimal procedural safeguards apply to clemency

proceedings," id. at 289, H8 S.Ct: 1244 (O'Connor, J., concurring in part and

concurring in the judgment) (emphasis in original), but rejected the inmate's :

challenge to Ohio's procedures. Justice O'Connor wrote that "[j]udicial

intervention might, for example, be warranted in the face of a scheme whereby a

state official flipped a coin to determine whether to grant clemency, or in a case

where the State arbitrarily denied a prisoner any access to its clemency process."

Id A separate opinion of Justice Stevens agreed with Justice O'Connor that some

minimal procedural safeguards apply. Id at 290-91, 118 S.Ct. 1244 (Stevens, J.,

concurring in part and dissenting in part).

Winfleldv. Steele, 755 F.3d 629, 630-31 (8th Cir. 2014). After summarizing the Woodward

opinion, the Winfield court went on to indicate that in the context.of clemency proceedings there

might exist some minimal procedural safeguards under the Due Process Clause. Winfield, 755.

F.3d at 630 ("Whatever minimal procedural safeguards might be guaranteed by the Due Pr~ess

Clause in a clemency proceeding are likely satisfied here.") In Noel v. Norris, 336 F.3d 648 (8th

Cir. 2003), the Eighth Circuit addressed whether due process was violated when a request to:,

undergo a particular kind of brain-scan procedure in connection with a clemency applicatio~ was

denied:

'"\ ·

Because clemency is extended mainly as a matter of grace, and the power to

grant it is vested in the executive prerogative, it is a rare case that presents a

successful due process challenge to clemency procedures themselves. See Ohio

Adult Parole Auth. v. Woodard, 523 U.S. 272, 280-81, 118 S.Ct. 1244, 140

L.Ed.2d 387 (1998). On the other hand, if the state actively interferes with a

prisoner's access to the very system that it has itself established for considering

clemency petitions, due process is violated. See Young v. Hayes, 218 F.3d 850,

853 (8th Cir.2000).

App. 023

Case 5:00-cv-05020-KES Document 394-1 Filed 02/07/18 Page 4 of 5 PageID #: 6648

Mr. Noel's claim seems to be a kind of amalgam. He asserts that state officials

did not give him enough time to prepare for his clemency hearing and that the

state would not allow him to undergo a particular kind of brain-scan procedure to

prove his assertion that his brain damage ought to be considered on the question

of whether he deserved clemency.

We think that Mr. Noel's claim must be rejected. He presented a four-hundred

page record to the state authority charged with making recommendations

concerning clemency, and that authority denied his request. The materials that he

presented included some evidence, ihough not the particular evidence that Mr.

Noel sought to produce, of his brain damage. He does not claim that he was

prevented from presenting any other kind of evidence. In the circumstances, we

cannot say that the process was so arbitrary as to be unconstitutional or that the

state prohibited Mr. Noel from using the procedure that it.had established.

Noel, 336 F.3d at 649. Similar to the def~ndant in Noel, Mr. Rhines would like to undergo

medical evaluation in connection with a clemency application and has access to some evidence

regarding mental health; though not the particular evidence he is requesting.2 Based on Noel, this

Court conch.~des that access .to the mental h~alth professionals is not requi~ed under "[w]hatever

minimal procedural safeguards might be guaranteed by the Due Process Clause in a clemency

proceeding.... " Winfield, 155 F.3d at 631.

2. SDCL 23A-27A-31.l

Defendant asks the Court to exercise discretionary authority under SDCL 23A-27A-31.1

to grant the requested access to mental health experts. Petitioner's Reply Memorandum in

Support of Motion for Expert Access, p. 2 (filed 6/23/17). SDCL 23A-27A-31.1 states a8

follows:

i

I! .

From the time of delivery to the penitentiary until the infliction of the punishment

of death upon the defendant, unless lawfully discharged from such imprisonment,

the defendant shall be segregated.from other inmates at the penitentiary. No other

person may be allowed access to the defendant without an order of the trial court

except penitentiary staff, Department of Corrections staff, the defendant's counsel,

members of the clergy if requested by the defendant, and members of the

defendant's family. Members of the clergy.and members of the defendant's family

are subject to approval by the warden before being allowed access to the

defendant.

·

·In support of the request for expert access, Defendant's counsel indicates concern for

Defendant's current mental health:

·

His current counsel have serious and substantial questions related to Mr. Rhines's

mental health. and condition, and the review of prior records and reports has not

Defendant has previously been eval~ated by mental health professionals in connection with court proceedfogs

in both state and federal court. Response to Motion for Expert Access, Exhibits 1-8 (filed 6/15/2017).

2

App. 024

Case 5:00-cv-05020-KES Document 394-1 Filed 02/07/18 Page 5 of 5 PageID #: 6649

. .

~

resolved these questions. Granting defense mental health experts access to visit

and evaluate Mr. Rhines will allow counsel to look into, and possibly rule out,

counsel's mental health concerns. This will enable counsel to prepare for and

advise Mr. Rhines on a range of issues, including, but not limited to, a potential

application for executive clemency, should such an application be warranted.

Motion for Expert Access p. 2 (filed 6/9/17). Ultimately, under South Dakota law a defendant

must not to be put to death if found mentally incompetent to be executed, and the legisfature has

provided a statutory procedure to be used when counsel has concerns regarding a defendanes

mental competency in this regard. SDCL 23A-27A-22 to 23A-27A-26. Consequently, since

counsel for Defendant may utilize the procedure provided by statute to address concerns

regarding Mr. Rhines' current mental health, the Cow;t declines to grant the Motion under SDCL

23A-27A-31.1.

ORDER

Accordingly, the Motion for Expert Access is hereby DENIED.

Dated thi2.!r:_ day of October, 2017

Robert A. Mandel

Circuit Court Judge

[SEAL]

Penntngton County, SO

FILED

IN CIRCUIT COURT

OCT 2 4 2017

App. 025

Case 5:00-cv-05020-KES Document 394-2 Filed 02/07/18 Page 1 of 2 PageID #: 6650

IN THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF SOUTH DAKOTA

WESTERN DIVISION

CHARLES RUSSELL RHINES,

Petitioner,

v.

Darin Young, Warden,

South Dakota State Penitentiary,

Respondent.

)

)

)

)

)

)

)

)

)

)

CIV. 5:00-5020-KES

EXHIBIT B

MOTION FOR EXPERT ACCESS

App. 026

Case 5:00-cv-05020-KES Document 394-2 Filed 02/07/18 Page 2 of 2 PageID #: 6651

STATE OF SOUTH DAKOTA

In the Supreme Court

I, Shl~ey A.Jameson-Ferge!, Clerk of the Supreme Court of

South Dakota, hereby certify that thfi withinInstrument Is atrue

and correct copy of theortginatthereolas the same appears IN

on record In my office. In wttness whereof, I have hereunto set

my hand aoor ixed the seal ol said court at Pierret ( 'hls

;(4• ,~

, 20

•

·c~~ci:

THE SU PRE ME COURT

JAN -2 2018

STATE OF SOUT H DAKOTA

~/J~~t,I

Clerk

* * * *

STATE OF SOUTH DAKOTA,

Plaintiff and Appellee,

vs .

CHARLES RUSSELL RHINES,

Defendant and Appellant .

- - - - - -

FILED

OF THE

Oenutv

- - - -

SUPREME COURT

STATE OF SOUTH DAKOTA

- - - - - -

ORDER DISMISSING APPEAL

)

)

)

)

)

)

)

)

#28460

- - - - -

- - - - - - - - - -

Appellee having served and filed a moti o n to dismiss the

appeal taken in the above-entitled matter, and appellant having serve

and filed a response thereto , and appellee having serve d and filed a

rep l y in support of motion to di s miss appeal , and th e Court having

considered the mot ion , response and reply , now , therefore , it is

ORDERED t h at the appeal b e and it is her e by dismissed.

DATED at Pierre , South Dakota , this 2nd day of January ,

2018 .

BY THE COURT :

David Gilbertson , Chi ef Justice

(Justice Janine M. Kern disqualified. )

PARTICIPATING: Chief Justice David Gilbertson, Justices Steven L. Zinter,

Glen A. Severson and Steven R. Jensen .

App. 027

Case 5:00-cv-05020-KES Document 394-3 Filed 02/07/18 Page 1 of 7 PageID #: 6652

IN THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF SOUTH DAKOTA

WESTERN DIVISION

CHARLES RUSSELL RHINES,

Petitioner,

v.

Darin Young, Warden,

South Dakota State Penitentiary,

Respondent.

)

)

)

)

)

)

)

)

)

)

CIV. 5:00-5020-KES

EXHIBIT C

MOTION FOR EXPERT ACCESS

App. 028

Case 5:00-cv-05020-KES Document 394-3 Filed 02/07/18 Page 2 of 7 PageID #: 6653

27 January 2018

Stuart Lev

Assistant Federal Defender

FEDERAL COMMUNITY DEFENDER OFFICE

EASTERN DISTRICT OF PENNSYLVANIA

The Curtis Center, Suite 545 West

601 Walnut Street

Philadelphia, Pennsylvania 19106

RE: Charles Rhines

Dear Mr. Lev:

As requested, I have reviewed the records and documents that you sent to me regarding your

client, Charles Rhines. I am writing to summarize my response to that review in light of your

referral question. The conclusions that I express herein I hold to a reasonable degree of

medical certainty.

Records and Documents Reviewed

•

•

•

School records for Mr. Rhines

The statements of Mr. Rhines, dated 19 June 1992 and 8 July 1992

The report of a psychiatric evaluation of Mr. Rhines, performed by D.J. Kenelly, M.D.

(who I understand was retained by Mr. Rhines' trial-level defense team from the Office

of the Public Defender, but he was not called to testify at trial), dated 24 November

•

A "brief psychosocial history" (apparently based solely on an interview(s) with Mr.

Rhines), prepared by Steve Dresback, MSW (since this history is on Dr. Kenelly's

letterhead I presume he worked with or for Dr. Kenelly), dated 17 November 1992

The report of a psychological evaluation of Mr. Rhines, performed by Bili H. Arbes, Ph.D.

(performed upon a referral by Dr. Kenelly, and he was also not called to testify at trial),

dated 1 December 1992

The transcript of Mr. Rhines' January 1993 trial

An affidavit, dated 11 June 2012, summarizing the findings of a psychological evaluation

of Mr. Rhines, performed by Dewey J. Ertz, Ed.D. (who I understand was retrained by

Mr. Rhines' post-conviction defense team from the Federal Public Defender), and also

1992

•

•

•

1

App. 029

Case 5:00-cv-05020-KES Document 394-3 Filed 02/07/18 Page 3 of 7 PageID #: 6654

•

•

•

•

summarizing Dr. Ertz's opinion regarding the legal team's decision to not call mental

health experts at the trial level.

A letter from Ronald D. Franks, M.D. (who I understand was retrained by the Attorney

General's office during post-conviction proceedings), responding to/critiquing Dr. Ertz's

report, dated 13 July 2012

A letter from Thomas E. Schacht, Psy.D., ABPP (who I understand was also retained by

the Attorney General's office during post-conviction proceedings), responding

to/critiquing Dr. Ertz's report, dated 28 August 2012

The affidavit of Robert D. Shaffer, Ph.D. (who I understand was retained by prior habeas

counsel), dated 19 October 2015, in which he outlines what additional testing of Mr.

Rhines is indicated and the reasons why such additional testing is indicated

The declaration of Jesica Johnson, MSS, MLSP (an investigator and mitigation specialist),

which is an annotated social history of Mr. Rhines (which I understand was developed at

your request), dated 12 January 2018

In Summary

It is my understanding that your referral question is whether or not there is a need for further

psychiatric and/or neuropsychological evaluation of Mr. Rhines in light of the social history

information now available for Mr. Rhines.

Although there is considerable information about Mr. Rhines in the records and documents that

I have reviewed, since I have not had the opportunity to examine him, I am not in a position to

offer an independent diagnostic opinion regarding Mr. Rhines. However, based on my review

of the above noted records and documents, there is clear evidence that there are additional,

differential diagnostic options that require further investigation by way of both a psychiatric

and neuropsychological evaluation.

More specifically, the annotated social history, prepared by Ms. Johnson based on records,

documents, and information gathered from Mr. Rhines and others who have known him

throughout his life, includes a considerable amount of extremely important information that

was apparently not available to the above noted prior evaluators of Mr. Rhines and those who

critiqued those prior evaluations. It is my opinion that had this additional information been

available to prior evaluators and those who critiqued those prior evaluations, their differential

diagnosis of Mr. Rhines would have been expanded to include significant and likely more

accurate diagnoses other than those previously given. Therefore in my opinion, new psychiatric

and neuropsychological evaluations of Mr. Rhines, informed by this additional information, are

indicated.

Since all of the records and documents I have reviewed are available to you, I will not detail all

of the information contained in those records and documents. Instead, I will focus on the

questions raised by my review, the significance of those questions, and why those questions

require further investigation through new psychiatric and neuropsychological evaluations of

Mr. Rhines.

2

App. 030

Case 5:00-cv-05020-KES Document 394-3 Filed 02/07/18 Page 4 of 7 PageID #: 6655

Childhood Difficulties

The information contained in the recently developed social history prepared by Ms. Johnson

indicates that throughout his childhood years, Mr. Rhines exhibited a pattern of symptoms that

is seen in children suffering from Autism Spectrum Disorder. More specifically, there are

numerous examples of the type of persistent deficits in social communication and social

interaction seen in this disorder; there are numerous examples of the type of restricted,

repetitive patterns of interests and activities seen in this disorder; and these symptoms clearly

caused significant impairment in virtually all aspects of his functioning. It should also be noted

that Mr. Rhines has a family history of Autism Spectrum Disorder. It appears that none of this

information was available to prior evaluators.

It appears that Mr. Rhines was always quite aware of the fact that he just didn't fit in.

However, not surprisingly, he has lacked insight into the fact that the above noted symptoms

seen in children suffering from Autism Spectrum Disorder existed and impaired his ability to

interact with and fit in with peers; therefore, he was unable to report this information/describe

these early symptoms to prior evaluators; and he focused primarily on the other childhood

difficulties that he was aware of and that also impaired his social interaction. For example, he is

quite aware of the fact that he was harassed and bullied for being overweight and otherwise

unattractive. It also appears that at some level, even when he was a child and early adolescent,

he was aware of the fact that he was attracted to other boys; he feared that others would

recognize this fact; and this also made it more difficult for him to comfortably fit in with peers.

In addition, the information contained in the social history indicates that during his childhood

years, Mr. Rhines was exposed to various toxins known to have a negative impact on brain

development. It appears that this information was also unknown to Mr. Rhines and therefore

would have only been known to prior evaluators had they had access to a well-developed social

history. As Dr. Shaffer noted, knowledge of such exposure would have prompted a fuller

neuropsychological evaluation of Mr. Rhines' cognitive capacity.

The range of psychiatric symptoms and functional impairments that Mr. Rhines evidenced

during his childhood and adolescent years indicates that these childhood difficulties, as they

interacted with each other, had a major impact on his development and in turn, his ability to

function. As noted above, there were the symptoms seen in children suffering from Autism

Spectrum Disorder and their impact on his ability to function. In addition, the social history

indicates that there was considerable anxiety resulting from his emerging sense of his sexual

orientation; there was mood instability, at times accompanied by suicidal ideation; there was

self-medication with alcohol and other substances; and there was considerable difficulty with

academic performance and other indications of impaired cognitive capacity.

Furthermore, these childhood difficulties and their impact on Mr. Rhines were made all the

more severe by the fact that his parents failed to recognize and attempt to address any of his

difficulties, despite the fact that his two sisters and others recognized that he was having

3

App. 031

Case 5:00-cv-05020-KES Document 394-3 Filed 02/07/18 Page 5 of 7 PageID #: 6656

difficulty and his sisters attempted to encourage his parents to intervene. As a result, his

difficulties continued unabated; they had a significant impact on his ability to function moving

forward; and they were also then further complicated by additional difficulties he experienced

later in his life.

Late Adolescent/Early Adult Years

The social history indicates that Mr. Rhines entered the Army in 1973, when he was only about

17 years old. Here too, while his sisters felt that he was unfit or at least poorly equipped for

military service, his parents supported the move, feeling that it would be in his best interest.

Given Mr. Rhines' above noted combination of childhood difficulties, it is not surprising that his

performance in the Army was uneven. Then, the fact that he was brutally raped by four other

soldiers not long after entering the Army was most certainly traumatic in and of itself, and

further exacerbated his pre-existing difficulties and their impact on his performance in the

Army.

On the one hand, Mr. Rhines proved to be quite capable of learning everything required to

engage in violent combat; the set of skills that he learned were concrete and easy to grasp; and

as he mastered those skills, he could present as increasingly fearless. Then, his learning of

those skills was most certainly reinforced during his about ten-month period of service in the

Korean Demilitarized Zone, where the outbreak of life-threatening, active combat was a

constant threat. On the other hand, he remained socially impaired/detached, with a limited

range of options for responding to complicated social interactions other than withdrawal or this

newly learned violence; he also remained a closeted gay man, fearful of being discovered and

the retribution that might accompany such a discovery; and he was likely angry or at least

resentful about still finding himself unable to fully fit in with peers. Mr. Rhines' uneven

performance in the Army was then further complicated by his increased use of alcohol and

other substances. In 1976, after multiple disciplinary infractions, he received a general

discharge from the Army under honorable conditions.

Even in the absence of information about any pre-existing childhood difficulties, the impact of

the traumatic experiences he endured in the Army, such as the brutal rape and his experiences

in the Korean Demilitarized Zone, warrant further exploration, as does the stress associated

with being in the military as a closeted gay man, and his use/abuse of alcohol and other

substances. However, when Mr. Rhines' experiences in the Army are superimposed upon his

childhood difficulties, there are additional concerns that require further exploration, especially

with regard to how mastering and incorporating a newly learned combative, violent response

into an otherwise extremely impaired and limited set of interpersonal responses to complicated

social interactions impacted on Mr. Rhines' ability to function.

4

App. 032

Case 5:00-cv-05020-KES Document 394-3 Filed 02/07/18 Page 6 of 7 PageID #: 6657

Recommendations

As noted above, the social history information now available about Mr. Rhines indicates that

there are additional differential diagnostic options that need to be explored by way of further

psychiatric and neuropsychological evaluation. Furthermore, given the nature of the diagnostic

options that need to be considered, and the context of capital litigation, such further

exploration must also focus on the impact of any identified psychiatric and neuropsychiatric

difficulties on Mr. Rhines' adult and current functioning.

First, there is the question of whether or not Mr. Rhines, during his childhood years, suffered

from Autism Spectrum Disorder and/or suffered from the effects of exposure to various toxins

on the development of his brain. This question clearly requires further exploration. Either of

these childhood difficulties would have further complicated his other childhood difficulties,

including his distress about not fitting in, his distress about his emerging sense of his sexual

orientation, the harassment and bullying he endured, and his academic difficulties, all of which

he endured in the absence of adequate parental nurture, support and assistance. In addition,

either of these childhood difficulties would have made it all the more difficult for him to cope

with all of his childhood difficulties, thereby making it even clearer why he suffered from so

much anxiety and mood instability, and why he turned to self-medication with substances.

Furthermore, either of these childhood difficulties would have impaired his functioning in such

a way that his military training, specifically his training in violent combat, could have ultimately

had a negative impact on his ability to function, in that he learned a violent response to

complicated interpersonal situations for which he had little-to-no alternative, more appropriate

response.

Second, even if it becomes clear that Mr. Rhines suffered from Autism Spectrum Disorder

and/or the effects of exposure to various toxins on his developing brain, further exploration is

required to determine to what extent those difficulties did, in fact, impact on how his military

training influenced his development. In so doing, the impact of the traumas he endured in the

Army, such as the brutal rape and his experiences while in the Korean Demilitarized Zone, must

also be considered.

Third, it appears that Mr. Rhines' self-medication with alcohol and other substances eventually

became substance abuse difficulties. Further investigation is required to determine whether or

not this is the case, and the extent to which substances further exacerbated his other

psychiatric difficulties. In addition, it has been well established that in order for treatment to

be successful, persons who suffer from substance abuse difficulties and some other major

psychiatric difficulty require a 'dual-diagnosis' treatment program that coordinates and

integrates the treatment of both difficulties. Therefore, if Mr. Rhines suffered from substance

abuse difficulties and any of the other above noted major psychiatric difficulties, the fact that

he did not receive such 'dual-diagnosis' treatment would help further explain why he received

such a limited benefit from the one brief course of treatment he had.

5

App. 033

Case 5:00-cv-05020-KES Document 394-3 Filed 02/07/18 Page 7 of 7 PageID #: 6658

In the absence of the social history information currently available for Mr. Rhines, the above

described major psychiatric difficulties were not considered by prior evaluators. It is important

to note that some of the symptoms of these difficulties were identified, such as his lack of

appropriate social interaction with others, his impulsivity, his anxiety, his depression, and his

substance abuse. However, in the absence of more information, these symptoms were readily

attributed to more characterlogical psychiatric diagnoses (such as Antisocial Personality

Disorder or Schizoid Personality Disorder), Generalized Anxiety Disorder, situational depression,

or Attention Deficit-Hyperactivity Disorder. In addition, his substance abuse was viewed as

unrelated to any other psychiatric difficulty, and his uneven performance in the Army was

explained by a simple decision on his part to perform well in some ways and not perform well in

other ways.

This case is a good example of why a vigorously developed social history is so critical to the

performance of a competent mental health evaluation in capital proceedings. Mr. Rhines'

social history includes information that he is unaware of and therefore unable to report, such

as his exposure to toxins; it includes information for which he has no insight and is therefore

unable to report, such as the symptoms he evidenced during his childhood years that are seen

in children suffering from Autism Spectrum Disorder; and it includes information that he was

likely aware of, but unlikely to spontaneously report (if not directly asked about it) in the

absence of a well-developed working relationship with an interviewer, such as his early feelings

about being gay, the brutal rape that he endured while in the Army, and the struggles and

anxieties associated with being a closeted gay man.

I hope I have made it clear that this now available information is clearly critical to the credibility

of any mental health evaluation of Mr. Rhines, and that an evaluator, armed with this

information, may end up with an opinion that is quite different than opinions previously given.

Sincerely,

~ Ad.

J::::...-..e@

Richard G. Dudley, Jr., M.D,

·

Psychiatrist

Diplomate, American Board of Psychiatry & Neurology

6

App. 034

Case 5:00-cv-05020-KES Document 394-4 Filed 02/07/18 Page 1 of 1 PageID #: 6659

IN THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF SOUTH DAKOTA

WESTERN DIVISION

CHARLES RUSSELL RHINES,

Petitioner,

v.

Darin Young, Warden,

South Dakota State Penitentiary,

Respondent.

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CIV. 5:00-5020-KES

ORDER

AND NOW, this ______ day of _________________, 2018, IT IS HEREBY

ORDERED that Petitioner’s Motion for Expert Access is GRANTED. The South

Dakota State Penitentiary shall produce Petitioner at a mutually convenient time

and under reasonable conditions for evaluations by his expert neuropsychologist

and psychiatrist.

BY THE COURT:

________________________________

The Honorable Karen E. Schreier

United States District Court Judge

App. 035

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 1 of 13 PageID #: 4594

IN THE UNITED STATES DISTRICT COURT

DISTRICT OF SOUTH DAKOTA

WESTERN DIVISION

CHARLES RUSSELL RHINES,

Petitioner,

v.

DARIN YOUNG, Warden,

South Dakota State Penitentiary,

Respondent.

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CIV. 00-5020-KES

PETITIONER'S

AMENDED MOTION FOR

EXPERT'S ACCESS TO

CONDUCT EVALUATION

CAPITAL CASE

Petitioner, Charles Russell Rhines, moves by and through undersigned counsel for an

order allowing Robert Shaffer, Ph.D, access to the Jameson Unit of the South Dakota State

Penitentiary located in Sioux Falls, South Dakota, on March 16-18, March 29-30, or April 26-

28, 2016, to conduct a comprehensive neuropsychological evaluation of Petitioner. In support of

his motion, the following is stated:

1. Under 18 U.S.C. § 3599(e), attorneys who are appointed to represent petitioners in

capital habeas corpus proceedings "shall represent the defendant throughout every subsequent

stage of available judicial proceedings, including ... all available post-conviction process,

together with applications for stays of execution and other appropriate motions and procedures,

and shall also represent the defendant in such competency proceedings and proceedings for

executive or other clemency as may be available to the defendant."

2. Since her appointment, learned counsel has been diligently investigating this case in

accordance with her professional duties, and continues to do so. See American Bar Association,

1

App. 036

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 2 of 13 PageID #: 4595

Guidelines for the Appointment and Performance of Defense Counsel in Death Penalty Cases

(Rev. Ed. 2003), Guideline 10.7(A), available at www.abanet.org/deathpenalty (hereinafter

"ABA Guidelines") ("counsel at every stage have an obligation to conduct thorough and

independent investigations relating to the issues of both guilt and penalty"). The ABA

Guidelines have long served as a guide for the Supreme Court of the United States in assessing

the performance of counsel in death penalty cases. See, e.g., Wiggins v. Smith, 539 U.S. 510,

524 (2003); Rompilla v. Beard, 545 U.S. 374, 387 (2005). The Guidelines "apply from the

moment the client is taken into custody and extend to all stages of every case in which the

jurisdiction may be entitled to seek the death penalty, including initial and ongoing investigation,

pretrial proceedings, trial, post-conviction review, clemency proceedings and any connected

litigation." ABA Guidelines, Guideline l.l(B). They instruct that "[c]ounsel should provide

high quality legal representation in accordance with these Guidelines for so long as the

jurisdiction is legally entitled to seek the death penalty." Id., Guideline 10.2. Thus, counsel have

a professional obligation to conduct themselves in accordance with the ABA Guidelines as long

as Mr. Rhines remains under a sentence of death.

3. In conformity with their obligations under prevailing professional standards of

practice in death penalty cases, counsel respectfully and in good faith request that this Court

enter an Order allowing neuropsychologist Robert Shaffer, Ph.D, (see Curriculum Vitae,

attached hereto as Exhibit A), access to the Jameson Unit of the South Dakota State Penitentiary,

located in Sioux Falls, South Dakota, on March 16-18, March 29-30, or April 26-28, 2016, to

conduct a comprehensive neuropsychological evaluation of Petitioner, pursuant to the

requirements Dr. Shaffer has outlined in the attached "Conditions Required for Jail Evaluation."

(Exhibit B).

2

App. 037

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 3 of 13 PageID #: 4596

4. "[I]n capital cases the fundamental respect for humanity underlying the Eighth

Amendment ... requires consideration of the character and record of the individual offender and

the circumstances of the particular offense as a constitutionally indispensable part of the process

of inflicting the penalty of death." Woodson v. North Carolina, 428 U.S. 280, 304 (1976). This

individualization doctrine is rooted in the notion that, in determining whether to fix the ultimate

punishment at death, the process must not exclude from consideration "the possibility of

compassionate or mitigating factors stemming from the diverse frailties of humankind." Id. at

304. At stake is the "reliability in the determination that death is the appropriate punishment in a

specific case." Id. at 305. This means that the sentencer in a capital case must "'not be

precluded from considering, as a mitigating factor, any aspect of a defendant's character or

record and any of the circumstances of the offense that the defendant proffers as a basis for a

sentence less than death."' Eddings v. Oklahoma, 455 U.S. 104, 110 (1982) (quoting Lockett v.

Ohio, 438 U.S. 586, 604 (1978)) (emphasis in original). Accordingly, it is firmly established that

a defendant has a constitutional right, not only to place before the sentence any relevant evidence

in mitigation of punishment (Hitchcockv. Dugger, 481 U.S. 393 (1987); Skipper v. South

Carolina, 476 U.S. 1 (1986)), but to have the sentencer meaningfully consider and give effect to

all relevant mitigating circumstances. Abdul-Kabir v. Quarterman, 530 U.S. 223 (2007).

5. In order to ensure that these constitutional requisites under the Eighth Amendment are

fully realized, defense counsel has an obligation to thoroughly investigate his or her client's life

history for mitigating evidence. See Williams v. Taylor, 529 U.S. 362, 396 (2000). While

Strickland v. Washington, 466 U.S. 668, 691 (1984), creates a general presumption of validity of

counsel's informed strategy decisions, the Supreme Court of the United States specifically

imposed a duty on counsel to conduct a reasonable investigation before making strategic

3

App. 038

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 4 of 13 PageID #: 4597

judgments. Counsel's decisions in this case are reasonable only if based upon a reasonable

investigation:

Choices made after less than complete investigation are reasonable precisely to the extent

that reasonable professional judgments support the limitations on investigation. In other

words, counsel has a duty to make reasonable investigations or to make a reasonable

decision that makes particular investigations unnecessary. In any ineffectiveness case, a

particular decision not to investigate must be directly assessed for reasonableness in all

the circumstances, applying a heavy measure of deference to counsel's judgments.

Id. at 691. Where facts known to counsel suggest particular investigation would be fruitful, the

failure to investigate results from "inattention, not reasoned strategic judgment." Wiggins v.

Smith, supra, 539 U.S. at 526. Thus, if evidence in support of a defense to the charge or

mitigation of punishment is potentially available to a defendant based upon the foregoing legal

framework, counsel is under an affirmative duty to conduct a reasonable investigation into that

evidence.

6. The duty to conduct a thorough mitigation investigation is an integral part of the

standards for performance of counsel in death penalty cases under the Sixth and Fourteenth

Amendments. The Supreme Court of the United States, in several cases, has found trial defense

counsel ineffective for failure to investigate potential mitigating evidence. In Williams v. Taylor,

supra, the Court found trial counsel ineffective for failing to investigate readily available

mitigation evidence. In Wiggins v. Smith, the Court found trial counsel ineffective for limiting

their investigation to a narrow set of records, and noted that "standard practice in Maryland in

capital cases at the time of Wiggins' trial included the preparation of a social history report."

Wiggins, supra, at 524. In Rompilla v. Beard, 545 U.S. 374, 391 (2005), trial counsel were

found ineffective for failing to follow up on "red flags" in school, medical and prison records

that pointed to the need for further mental health testing. The Court further found that counsel

had a duty in tum to follow up on the findings in those records and obtain additional records,

4

App. 039

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 5 of 13 PageID #: 4598

including Rompilla's juvenile records. It was also found unreasonable for the trial attorneys to

limit their investigation to interviewing Rompilla's parents and two of his five siblings. As a

result of this narrow, incomplete investigation, the three mental health experts retained by

Rompilla's trial counsel concluded, erroneously, that Mr. Rompilla was anti-social and did not

suffer from any mental disease. A later, thorough investigation produced evidence establishing

that Rompilla suffers from Fetal Alcohol Syndrome, borderline mental retardation, and possibly

schizophrenia and post-traumatic stress disorder. In Porter v. McCollum, 558 U.S. 30 (2009)

and Sears v. Upton, 130 S.Ct. 3259 (2010), the Court found that state court decisions denying

ineffective assistance of counsel claims were objectively unreasonable where trial counsel

abandoned potentially fruitful avenues of mitigating evidence without investigating them.

7. In Strickland, supra, the Court recognized that "[p ]revailing norms of practice as

reflected in American Bar Association stands and the like, e.g., ABA Standards for Criminal

Justice 4-1.1 to 4-8.6 (2d ed. 1980) ("The Defense Function"), are guides to determining what is

reasonable." In Wiggins, the Court again recognized the ABA Guidelines for the Appointment

and Performance of Counsel in Death Penalty Cases as "[p]revailing norms of practice" that

serve as "guides to determining what is reasonable" in evaluating the performance of capital

defense counsel. Wiggins, supra, at 522, 524. Although professional standards are "only

guides," Strickland, supra, at 688, and not "inexorable commands," Bobby v. Van Hook, 558

U.S. 4, 8 (2009), "these standards may be valuable measures of the prevailing professional norms

of effective representation." Padilla v. Kentucky, 559 U.S. 356, 367 (2010). The ABA

Guidelines have been cited with approval repeatedly by the Supreme Court as reflecting

prevailing norms that serve as guides to determining what is reasonable. See Williams v. Taylor,

supra, at 396; Rompilla, supra, at 387.

5

App. 040

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 6 of 13 PageID #: 4599

8. The ABA Guidelines (rev. ed. 2003) state unequivocally that lead counsel at any stage

of capital representation (trial or post-conviction) should assemble a defense team as soon as

possible with no fewer than two lawyers, one investigator, and one mitigation specialist, which

should contain at least one member qualified by training and experience to screen individuals for

the presence of mental or psychological disorders or impairments. Guideline 10.4. See also

Guideline 10.11 ("As set out in Guideline 10.7(A), counsel at every stage of the case have a

continuing duty to investigate issues bearing upon penalty and to seek information that supports

mitigation or rebuts the prosecution's case in aggravation"). Similarly, the previous Guidelines

adopted in 1989 (and which were in effect at the time of Petitioner's trial) required counsel to

begin investigation immediately upon counsel's entry into the case and "to discover all

reasonably available mitigating evidence" and retain experts for investigation and preparation of

mitigation. Guideline 11.4.l (1989). Notably, the 1989 Guidelines specifically stated that "the

investigation for preparation of the sentencing phase should be conducted regardless of any

initial assertion by the client that mitigation is not to be offered." Id. One expert in professional

performance standards has noted that "the core principles expressed in the ABA Guidelines,

commentary, and Supplementary Guidelines are no more than detailed, contextualized

explanations of counsel's existing obligations under the Model Rules of Professional Conduct."

Lawrence J. Fox, Capital Guidelines and Ethical Duties: Mutually Reinforcing Responsibilities,

36 HOFSTRA L. REV. 775, 776 (2008) (italics in original).

9. Even though the responsibility for conducting a thorough investigation of the

defendant's life history squarely on the shoulders of defense counsel, counsel cannot fulfill that

function without qualified help. In Rompilla, supra, although the Court observed that Mr.

Rompilla was represented by "two committed criminal defense attorneys," 545 U.S. at 396, and

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App. 041

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 7 of 13 PageID #: 4600

Rompilla' s wife had referred to his lawyers as "superb human beings" who fought hard for her

husband, id. at 399, the Court nevertheless found their performance deficient and prejudicial.

The two lawyers were assisted by an experienced investigator who helped them question

Rompilla about his upbringing and background, and they arranged for Rompilla to be examined

by "the best forensic psychiatrist around here, [another] tremendous psychiatrist and a fabulous

forensic psychologist." Id. at 398. Yet, notwithstanding trial counsels' talent and work ethic, it

was undisputed that they failed to uncover significant mitigating evidence in Mr. Rompilla' s life

history that ultimately persuaded decisionmakers to spare his life. The Court provided a

summary of the evidence that Rompilla's attorneys, investigators and mental health experts

failed to uncover:

Rompilla's parents were both severe alcoholics who drank constantly. His mother drank

during her pregnancy with Rompilla, and he and his brothers eventually developed

serious drinking problems. His father, who had a vicious temper, frequently beat

Rompilla's mother, leaving her bruised and black-eyed, and bragged about his cheating

on her. His parents fought violently, and on at least one occasion his mother stabbed his

father. He was abused by his father who beat him when he was young with his hands,

fists, leather straps, belts and sticks. All of the children lived in terror. There were no

expressions of parental love, affection or approval. Instead, he was subjected to yelling

and verbal abuse. His father locked Rompilla and his brother Richard in a small wire

mesh dog pen that was filthy and excrement filled. He had an isolated background, and

was not allowed to visit other children or to speak to anyone on the phone. They had no

indoor plumbing in the house, he slept in the attic with no heat, and the children were not

given clothes and attended school in rags.

Id., at 391-392. This is the type of evidence critical to "a reasoned moral response to the

defendant's background, character, and crime." Penry v. Lynaugh, 492 U.S. 302, 319 (1989)

(quoting California v. Brown, 479 U.S. 538, 545 (1987) (O'Connor, J., concurring).

10. The trial lawyers, investigator and mental health experts in Rompilla also failed to

find significant life history records which "pictured Rompilla's childhood and mental health very

differently from anything defense counsel had seen or heard." Rompilla, supra, at 390. Mental

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App. 042

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 8 of 13 PageID #: 4601

health experts found "plenty of 'red flags'" in school, medical, and prison records "pointing up a

need to test further." Id. Indeed, further testing established that Rompilla "suffers from organic

brain damage, an extreme mental disturbance significant impairing several of his cognitive

functions." Id. Experts also found that "Rompilla's problems relate back to his childhood, and

were likely caused by fetal alcohol syndrome [and that] Rompilla's capacity to appreciate the

criminality of his conduct or to conform his conduct to the law was substantially impaired at the

time of the offense." Id. An appropriately-skilled investigation into Mr. Rompilla's life history

made a substantial difference in the mitigation case that could have been presented - skills that

Rompilla' s defense team lacked, and which a qualified mitigation specialist would have brought

to the case.

11. Similarly, in Mr. Rhines's case, the evidence developed by trial counsel

encompassed only a narrow set of sources. No social history report has ever been prepared.

Even within the narrow set of records obtained by counsel, there are obvious "red flags" pointing

to the need, not only for a thorough life history investigation, but for further mental health

testing, which counsel - including state habeas corpus counsel - failed to follow up on or

investigate. No independent mitigation investigation was conducted by state habeas corpus

counsel.

12. Attached to this motion is the curriculum vitae of neuropsychologist Robert D.

Shaffer, Ph.D (Exhibit A), as well as a list from Dr. Shaffer entitled "Conditions Required for

Jail Evaluation" (Exhibit B), which sets forth the circumstances he requires to conduct an

effective, comprehensive neuropsychological evaluation.

13.

Learned counsel previously attempted to schedule a neuropsychological

evaluation of Mr. Rhines by Dr. Shaffer in October 2015. Also attached to this motion is an

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App. 043

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 9 of 13 PageID #: 4602

email that undersigned counsel received from Ms. Catherine Schlimgen, an attorney for the

South Dakota Department of Corrections, on October 1, 2015, denying learned counsel's request

for Dr. Shaffer to be able to conduct a comprehensive neuropsychological evaluation of

Petitioner on October 8 and 9, 2015. (Exhibit C). Undersigned counsel received this email after

the repeated efforts of Ms. Jann Brakke, a paralegal employed by the Federal Public Defender's

office in Sioux Falls, South Dakota, to communicate with Jameson personnel about Dr. Shaffer's

evaluation protocol proved to be unsuccessful.

14.

Upon receiving Ms. Schlimgen's email on the morning of October 2, 2015,

learned counsel called Ms. Schlimgen twice, once at approximately 10 a.m. and again at 11 :44

a.m., requesting that Ms. Schlimgen contact her as soon as possible to determine whether

undersigned counsel could satisfactorily address the Department of Corrections' concerns about

Dr. Shaffer's protocol.

15.

Ms. Schlimgen returned learned counsel's telephone call on the afternoon of

October 5, 2015. After this conversation, Ms. Schlimgen sent an email to learned counsel

(Exhibit D) outlining the additional information that the South Dakota Department of

Corrections needed to address any security concerns that may arise as a result of the requested

evaluation.

16.

Ms. Schlimgen's rationale for denying Dr. Shaffer access to the prison to evaluate

Petitioner was based upon a narrow reading of SDCL §23A-27 A-31.1, which identifies the

individuals who are allowed access to a prisoner without a court order. Specifically, this

statutory provision allows "the defendant's counsel" to access an incarcerated client.

Undersigned counsel respectfully contends that an expert such as Dr. Shaffer, who has been

specifically retained by defense counsel to evaluate Petitioner, is a member of the defense team

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App. 044

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 10 of 13 PageID #: 4603

and an agent of defense counsel and therefore should not be required to obtain a court order to

gain access to Petitioner in order to conduct a comprehensive neuropsychological evaluation.

See, e.g., ABA Guidelines, Guideline 4.l(A)(2)(rev. ed. 2003)(mandating that "[t]he defense

team should contain at least one member qualified by training and experience to screen

individuals for the presence of mental or psychological disorders or impairments"); Guideline

10.4(C)(2)(c)(rev. ed. 2003)(stating that the defense team includes "any other members needed

to provide high quality representation").

17.

Moreover, as the October 1, 2015 letter from Dr. Shaffer to Petitioner's counsel

Tim Langley, (attached hereto as Exhibit E) explains, "[f]ree range of hand motion for both

hands, and use of a variety of computing and electronic players" are necessary to ensure that a

competent, comprehensive neuropsychological evaluation of Petitioner can be achieved. Exhibit

Eat 2. The equipment that Dr. Shaffer is requesting to bring into the Jameson unit, as well as his

request that Petitioner's hands be unshackled during the evaluation, are essential to

accomplishing this objective.

18.

The requested evaluation was unable to be scheduled in October 2015 due to the

delayed response received from the South Dakota Department of Corrections, as well as learned

counsel's surgery on October 7, 2015. Undersigned counsel have renewed their request to

schedule a neuropsychological evaluation of Mr. Rhines by Dr. Shaffer for March 16-18,

March 29-30, or April 26-28, 2016. Undersigned counsel Timothy Langley has corresponded

with Ms. Schlimgen by phone and by email to discuss the testing protocol. Additionally, on

March 1, 2016 at approximately 2:07 p.m., learned counsel attempted to contact Ms. Schlimgen

but was unable to reach her. Learned counsel also emailed Ms. Schlimgen the photographs of Dr.

Shaffer's testing equipment and his requirements for hands-free testing that she had previously

10

App. 045

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 11 of 13 PageID #: 4604

requested. A copy of learned counsel's March 1, 2016 email to Ms. Schlimgen, as well as copies

of the photographs of Dr. Shaffer's testing equipment that were attached to it, is attached hereto

as Exhibit F. In an email received at 4:00 p.m. on March 3, 2016, South Dakota Department of

Corrections Attorney Catherine Schlimgen wrote: "when I spoke to [Petitioner's counsel] Tim

[Langley], I believed we discussed the motion being filed in federal court. However, in

reexamining SDCL 23A-27 A-31.1, the statute says the order must come from the trial judge."

Petitioner does not agree with this reading of the statute. First, the statute is located in the section

of Chapter 23A that addresses the protocol for lethal injection once a prisoner has an active,

pending execution warrant, which is not true in the instant case. Second, the statute does not say

state trial court. Third, the state trial court no longer has jurisdiction over Petitioner's habeas

proceedings: this Court does.

19.

Although counsel for Petitioner and prison administration officials have been

making reasonable efforts to accommodate the needs of the other party in settling the details of

the examination protocol, and given that prison administration officials have advised Petitioner's

counsel that a court order pursuant to SDCL 23A-27A-31.1 authorizing Dr. Shaffer to have

exceptional access to the Petitioner for the purpose of conducting the evaluation is required, and

due to the expert's availability as well as to the limited time frame within which this Court will

continue to have jurisdiction over Petitioner's case, counsel for Petitioner respectfully request

that this Court enter the proposed Order contained herein.

20.

In order to perform a valid comprehensive neuropsychological evaluation of Mr.

Rhines, Dr. Shaffer requires that both of Mr. Rhines's hands be unshackled for three tests lasting

a total of approximately 20 minutes. Additionally, Dr. Shaffer needs to administer tests that

require Mr. Rhines to alternate the use of his hands (which requires that the hand currently being

11

App. 046

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 12 of 13 PageID #: 4605

used to be unshackled) for approximately three and one-half hours. The remaining estimated four

hours of testing requires that Mr. Rhines's dominant hand remain unshackled so that the test

results will be valid. Undersigned counsel do not object to a correctional officer being present in

the examination room during the twenty minutes that require both of Mr. Rhines's hands to be

unshackled.

WHEREFORE, for the foregoing reasons, undersigned counsel respectfully request that

this Court enter an Order allowing Robert D. Shaffer, Ph.D, access to the Jameson Unit located

in Sioux Falls, South Dakota, on March 16-18, March 29-30, or April 26-28, 2016, pursuant to

the conditions set forth in Exhibit B, including administering hands-free testing and/or one hand

free testing when required, to conduct a comprehensive neuropsychological evaluation of

Petitioner in accordance with prevailing professional and ethical standards. Additionally, if the

Court needs to hear additional argument before it can make a decision, Petitioner requests the

Court set an expedited hearing in order to ensure that the evaluation can be completed in a timely

fashion, and grant Petitioner leave to supplement the record in this matter and the State

additional time to respond if necessary.

Dated this 9th day of March, 2016.

Respectfully submitted,

NEIL FULTON

Fed~· ublic

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Timot

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App. 047

Case 5:00-cv-05020-KES Document 313-1 Filed 03/09/16 Page 13 of 13 PageID #: 4606

e · oner Charles Russell Rhines

ederal Public Defender

Districts of South Dakota and North Dakota

200 W. 10th Street, Suite 200

Sioux Falls, SD 57104

Phone 605-330-4489; Fax 605-

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App. 048

UNITED STATES DISTRICT COURT

DISTRICT OF SOUTH DAKOTA

WESTERN DIVISION

CHARLES RUSSELL RHINES,

5:00-CV-05020-KES

Plaintiff,

MEMORANDUM OPINION AND

ORDER

vs.

DARIN YOUNG, Warden, South Dakota

State Penitentiary;

Defendant.

Petitioner, Charles Rhines, moves the court to seal his motion for expert

access and his reply brief

from this court allowing Dr. Robert D. Shaffer to conduct a neuropsychological

examination of Rhines. Respondent opposes the motions to seal and the motion

for expert access. For the following reasons, the court denies the motions to

seal and denies the motion for expert access.

BACKGROUND

The procedural history of this case is

February 16, 2016 order granting summary judgment in favor of respondent.

Rhines is a capital inmate at the South Dakota State Penitentiary in

Sioux Falls, South Dakota. He was convicted of premeditated first-degree

murder for the death of Donnivan Schaeffer and of third-degree burglary of a

App. 049

should be subject to death by lethal injection, and a state circuit court judge

imposed

corpus. On March 9, 2016, Rhines moved the court for an order allowing Dr.

Schaffer to conduct a comprehensive neuropsychological evaluation of Rhines

at the penitentiary.1

Rhines argues that Dr. Shaffer should be permitted to conduct his

examination because Dr.

federal habeas proceeding. Dr. Shaffer requires as a part of his examination

hands during several tests. Rhines argues that he attempted to schedule the

evaluation through the South Dakota Department of Corrections (DOC), but

DOC personnel insist that Rhines first obtain a court order before Dr. Shaffer

can be given access to Rhines at the prison.

the reason Dr. Shaffer cannot receive the type of access that Rhines requests is

because of prison safety concerns. More specifically, DOC policy requires that

capital inmates such as Rhines remain restrained in the presence of visitors.

DOC personnel are

incarcerated and believe that he may pose a danger to others.

1 Rhines filed a substantively similar motion on March 7, 2016. Docket

310. The present motion is styled as an amended motion. Thus, the court

considers the March 7 motion mooted by the filing of the amended motion.

2

App. 050

DOC personnel also argue and respondent agrees that Dr. Shaffer

cannot be given access to Rhines for any reason unless Rhines complies with

SDCL 23A-27A-31.1. That statute provides:

From the time of delivery to the penitentiary until the infliction of

the punishment of death upon the defendant, unless lawfully

discharged from such imprisonment, the defendant shall be

segregated from other inmates at the penitentiary. No other person

may be allowed access to the defendant without an order of the trial

court except penitentiary staff, Department of Corrections staff, the

defendant's counsel, members of the clergy if requested by the

defendant, and members of the defendant's family. Members of the

clergy and members of the defendant's family are subject to

approval by the warden before being allowed access to the

defendant.

SDCL 23A-27A-31.1 (emphasis added). Respondent contends that Dr. Shaffer

that DOC personnel do not have the authority to grant Dr. Shaffer access to

Rhines. Rather, Rhines must first obtain a court order. Although Rhines

2 Rhines asks this court to issue an

order allowing Dr. Shaffer to conduct his examination.

2

because Dr. Shaffer has been hired as an expert. The court is unaware of any

authority interpreting SDCL 23A-27A-31.1. The court concludes that the

the individuals who can be given access to a capital inmate without a court

order.

is limited to

include other members of the defense

team generally.

3

App. 051

DISCUSSION

I.

Motions to Seal

Rhines originally filed his motion for expert access ex parte. The court

denied the motion and directed Rhines to serve a copy of the motion on

respondent b

the legitimate penological

interests of the state of South Dakota. Rhines now requests that his motion

and his reply brief be sealed because their contents implicate the attorneyclient privilege or attorney work product doctrine.

documents, including judicial records and documen

In re Neal, 461 F.3d

1048, 1053 (8th Cir. 2006) (quoting Nixon v. Warner Commc'ns, Inc., 435 U.S.

589, 597 (1978)). The public right, however, is not absolute. Id. (quoting id. at

598). The

the most compelling reasons can

justify non-

Id. (quoting In re Gitto Global Corp.,

422 F.3d 1, 6 (1st Cir. 2006)). Whether court records should be sealed is a

matter committed to the discretion of the district court. Webster Groves Sch.

Dist. v. Pulitzer Pub. Co., 898 F.2d 1371, 1376 (8th Cir. 1990).

Generally, the attorney-client privilege extends to confidential

communications exchanged between a client and his or her attorney. See In re

Grand Jury Proceedings, 791 F.2

communications encompass that information communicated on the

understanding that it would not be revealed to others[.] Id. By contrast, the

work product doctrine protects factual information compiled by an attorney or

4

App. 052

Baker v. Gen. Motors Corp., 209 F.3d 1051, 1054 (8th Cir. 2000). A

show the materials were prepared in anticipation of litigation, i.e., because of

the prospect

PepsiCo, Inc. v.

Baird, Kurtz, & Dobson LLP, 305 F.3d 813, 817 (8th Cir. 2002).

Rhines argues only generally that the attorney-client privilege or the

work product doctrine applies.

motion and reply consists

Rhines presumably included this information as legal authority for why his

motion should be granted. The arguments do not, however, involve

communications between an attorney and Rhines. Similarly, they are not

entitled to work product protection any more than an ordinary brief to the

court.

submissions consists of

personnel discussing whether Dr. Shaffer will be allowed to conduct his

examination.

descriptions of the tests he would perform. These emails are not attorney-client

communications but rather communications involving third-parties to which

the privilege does not apply. United States v. Hatcher, 323 F.3d 666, 674 (8th

Cir. 2003). Likewise, the communications are not entitled to work product

protection because they are not materials prepared in anticipation of litigation.

5

App. 053

bare desire for secrecy

II.

Thus,

Motion for Expert Access

Rhines argues that this court may enter an order under SDCL 23A-27A-

31.1 and direct the DOC to give Dr. Shaffer access to Rhines at the

penitentiary. The court disagrees. Rhines is confined in a state penitentiary,

not a federal penitentiary. The statute that Rhines contends authorizes access

is a state law, not a federal law. It provides

before those persons can be

court is the Circuit Court for the Seventh Judicial Circuit of South Dakota.

Rhines has not attempted to obtain an order from the state trial court.

Principles of comity and federalism caution against the assertion of

power by one sovereign over another without a clear grant of that authority in

the first instance. State Farm Mut. Auto. Ins. Co. v. Campbell, 538 U.S. 408, 422

(2003). Congress enacted [the Antiterrorism and Effective Death Penalty Act of

1996] to reduce delays in the execution of state and federal criminal sentences,

particularly in capital cases and to further the principles of comity, finality,

Woodford v. Garceau, 538 U.S. 202, 206 (2003) (internal

citations and quotations omitted). Also, the

not

must accord substantial deference to the

professional judgment of prison administrators, who bear a significant

6

App. 054

responsibility for defining the legitimate goals of a corrections system and for

determining the most appropriate means to accomplish them

Overton v.

Bazzetta, 539 U.S. 126, 132 (2003); see also Procunier v. Martinez, 416 U.S.

utions are involved, federal

courts have a further reason for deference to the appropriate prison

overruled on other grounds by Thornburgh v. Abbott, 490 U.S. 401

(1989). The court concludes that SDCL 23A-27A-31.1 does not authorize this

court to grant Rhines the access he requests.

Rhines has not otherwise provided a statute or rule of law that enables

this court to direct the DOC to provide Dr. Shaffer access to Rhines at the

penitentiary. Rather, Rhines

Amendment right to receive the effective assistance of counsel. There is not,

however, a constitutional right to counsel in federal habeas actions. Ryan v.

Gonzales, 133 S. Ct. 696, 703-04 (2013). Section 3599(a)(2) of title 18 provides

a statutory right for indigent capital inmates to receive federally funded

representation and investigative services. 18 U.S.C. § 3599(a)(2). The court may

se of

hiring an expert to conduct a mental health examination. 18 U.S.C. § 3599(f);

see Edwards v. Roper, 688 F.3d 449, 462 (8th Cir. 2012). But Rhines is not

asking for additional funds, however, and nothing in the statute enables the

court to command state prison personnel in the manner Rhines suggests. Cf.

Baze v. Parker, 711 F. Supp. 2d 774, 779 (E.D. Ky. 2010) (holding § 3599(f)

not give the Court the authority to issue an order granting a defendant

7

App. 055

access to certain state officials or others in the hopes that they will provide

information relevant to the clemency process

632 F.3d 338 (6th Cir.

2011).

Shaffer should be allowed to

omponent

Rhines received ineffective

assistance of counsel because his state court trial attorneys inadequately

investigated and presented mitigating evidence. See Docket 313-1 at 8

Even if this court had the authority

it

would decline to exercise that authority for several reasons. First, the court has

federal habeas relief, including his

ineffective assistance claims. See Docket 305 at 81-117. Second, Rhines was

denied leave previously to supplement the record and to amend his federal

habeas petition to include new evidence in support of his exhausted ineffective

assistance claims.3

affidavits from three experts who

have reviewed

and who made their own

findings and conclusions concerning Rhines, his background, his mental

3

exception for presenting unexhausted ineffective assistance claims announced

in Martinez v. Ryan, 132 S. Ct. 1309 (2012),

Docket 272 at 12-13; Docket 304 at 16-20.

8

App. 056

Docket 304 at 8. Dr. Shaffer was one of those experts who submitted an

affidavit and related findings. Docket 281-2; Docket 282-2. The court denied

s

Cullen v.

Pinholster, 563 U.S. 170 (2011). Specifically, the court found that

Pinholster. Here, like in

Pinholster, Rhines argued that his trial attorneys ineffectively

investigated and presented mitigation evidence. As in Pinholster,

state habeas. Similar to Pinholster, Rhines was permitted to return

petition contained both exhausted and unexhausted claims. As in

Pinholster, Rhines received an adjudication on the merits of all of

his claims in state court before returning to federal court. And

now, like in Pinholster, Rhines seeks to bolster his exhausted

ineffective assistance claims with new evidence that was not

presented to or considered by the state court. Just like in

Pinholster, this new evidence consists of contemporary expert

investigate and present additional mitigation evidence. But, as the

Court held in Pinholster

claims is subject to § 2254(d) and is limited to the evidence that

was before the state court that adjudicated the claims.

Docket 304 at 18Id. at 22

Finally

would obtain the same result. Section 2254(e)(2) governs the circumstances in

which an evidentiary hearing may be held. Williams v. Taylor, 529 U.S. 420,

437 (2000). That section provides:

(2) If the applicant has failed to develop the factual basis of a claim

in State court proceedings, the court shall not hold an evidentiary

hearing on the claim unless the applicant shows that

9

App. 057

(A) the claim relies on-(i) a new rule of constitutional law, made retroactive to

cases on collateral review by the Supreme Court, that

was previously unavailable; or

(ii) a factual predicate that could not have been

previously discovered through the exercise of due

diligence; and

(B) the facts underlying the claim would be sufficient to

establish by clear and convincing evidence that but for

constitutional error, no reasonable factfinder would have

found the applicant guilty of the underlying offense.

28 U.S.C. § 2254(e)(2).

s]ection 2254(e)(2)

imposes a limitation on the discretion of federal habeas courts to take new

Pinholster, 563 U.S. at 186.

n in Wright v. Bowersox, 720 F.3d 979 (2013)

is instructive on this issue. The Wright decision involved a § 2254 petitioner

who waived his right to counsel and was allowed to represent himself at trial.

Id. at 982. He was convicted by a jury. Wright argued in state and federal

habeas that the state trial court erred in determining that he was competent to

stand trial and to waive his right to counsel. Id. at 982-83. Wright also moved

for an evidentiary hearing in federal court to present testimony and a report

from Dr. Stephen Peterson in support of his argument that he was not

competent at the time of his trial. Id.

request, and the Eighth Circuit affirmed. The Eighth Circuit held

10

App. 058

Second,4 this hypothetical rebuttal evidence, even if it were to

prove Wright's incompetence, would still not entitle him to habeas

relief on his asserted grounds. Even assuming Dr. Peterson's

testimony demonstrated Wright to have been incompetent at the

time of his trial and waiver of counsel, the testimony was not

available to the state court at the time of its decision. Accordingly,

this testimony would have no bearing on whether the state court's

decision was based on an unreasonable determination of the facts

because the testimony was not available for consideration by the

state court. Cullen v. Pinholster,

U.S.

, 131 S.Ct. 1388,

1398 1401, 179 L.Ed.2d 557 (2011).

Id.

granted Rhines an evidentiary hearing.

CONCLUSION

Rhines has not attempted to comply with the state statute governing

access to capital inmates in the state penitentiary. Rhines has also not

identified an applicable statute or rule of law enabling this court to direct the

DOC personnel to give Dr. Shaffer access to Rhines in lieu of complying with

the state statute. And assuming the court has the authority to do so, Rhines

has not identified adequate grounds justifying the relief that he seeks.

Accordingly, it is

ORDERED that

and

Docket 315) is denied. The motions will be unsealed in five days, unless they

are withdrawn within five days.

4

Wright, 720 F.3d at 987; see 18

U.S.C. § 2254(e)(2). Rhines has similarly not made such a showing.

11

App. 059

IT I

(Docket 313-1) is denied.

Dated April 12, 2016.

BY THE COURT:

/s/Karen E. Schreier

KAREN E. SCHREIER

UNITED STATES DISTRICT JUDGE

12

App. 060

App. 061

App. 062

App. 063

App. 064

App. 065

App. 066

App. 067

App. 068

App. 069

App. 070

App. 071

App. 072

App. 073

App. 074

App. 075

App. 076

App. 077

App. 078

App. 079

App. 080

App. 081

App. 082

App. 083

App. 084

App. 085

App. 086

s.e!,en$ luùfcfst @írmft 6ourt

P.O. Box 230

Rapid City SD 57709-A230

(6os) 394-2s7t

CIRCUITJUDGES

Craig A. Pfciflq Presiding ludgc

Matthew M. Brown

Jeffrey R, Connolly

JeffW. Davis

MAGTSTRATE JUDGES

Kristi W. Erdman

Todd J. Hyronimus

Bemard Schuchmann

Marya Tellinghuisen

STAFF ATTORNEY

Robert Gusinsþ

.

COURT ADMINISTRATOR

Scott M. Bogue

Laura Hilt

Heidi L. Linngren

Robert A. Mandel

Janc Wipf Pfeifle

ctober 24,2017

/Mr.Jason Tupman

Office of the Federal Public Defender

Districts of South Dakota and North Dakota

200 r0V; 106 Street, Suite 200

Sioux Falls, SD 57104

Mr. Paul Swedlund

Ofüce ofthe Attorney General

1302 East Highway 14, Suite I

Pierre, SD 57501

Re: Case no. 51C93-00008140

Dear Counsel:

The Court is in receipt of submissions from both parties r€garding Defendant's Motion for

Expert Access (filed 619117) for the purposes of a clemency application. Defendant, Charles

Rhines, requests permission to be evaluated by two mental health experts.' In support of the

Motion, Defendant (1) sets forth a due process argument and (2) requests that the Court exercíse

discretionary authority under SDCL 23 A-27 A-31 . I . The State opposes Defendant's request. For

the reasons that follow, the Motion is denied.

I

Counsel for Defendant states that "Mr. Rhines is not seeking funding fiom this Courl His federal counset are

representing him pursuant to appointments by the federal disFictcourt. This motipn seeks only access for tl¡e

experts already retained by his counsel." Petitioner's Reply Memorandum in Support of Motion for Expert

Access, p. I n. I (filed 6f23ll7).

App. 087

1. Due Process

Defendant "maintains that he has a due process right to expert assistance to investigate his

9l91e1cypetition." Petitioner's Reply Memoranduniin Suppãrt of Motion for Expert Access, p.

3^qle! 6!23117). In the case of Ohio Adutt Parole AuthoriÇ v. l[/oodard, 523 U.S: Z7Z, ¡ 8

S.ct. 1244,140 L.Ed.2d 387 (1998), the United Stares Supieme Court discussed due piocess in

the context of clemency proceedings. The Eighth Circuit öourt of Appeats summarizes the

opinion as follows:

In Ohio Adutt Parole Á.uthoríty v. lVoodard, SZ¡ U.S. 272, ll8 S.Ct. lZ44,l4O

L.Ed.2d 387 (199S), the Supreme Court addressed the application of the Due

Process Clause to state clemency proceedings. A splintered óourt rejected a claim

that Ohiois clemency proceedingi violated ãn ironät"'* constitutionä .igttt to due

plocls. A plurality of four Justices emphasized that a request for clemenoy "is

-C.J.)

simply a unilateral hope," íd. at282,l tS S.Ct. 1244 (opinion of Rehnquist,

.

(internal quotation omitted), and suggesæd that the Due Process Clause has no

application t9 th" discretionary clemency process. A concurring opinion of four

Justices concluded that "some mínímar prócedural safeguards upptj, to clemency

proceedings," íd. at289, 118 s.ct; 1244 (o'connor, J., concurring in part anã

cgnguning in the judgment) (emphasis in original), but rejected the ìnmate's .

challenge to Ohio's procedures. Justice O'-Connor wroie that "fiJudicial

intervention n-rigfrt, for example, be wananted in the face of a scheme whäreby a

state official flipped a coin to determine whether to grant clemency, or in a case

where the State arbjtrarily denied a prisoner any acceis to its clemðncy process."

Id. Aseparate opinion of Justice Stevens agreed with Justice O'Connoi that some

minimal procedural safeguards apply. Id. úzgo-gl, llg s.ct.lz44 (srevens, J.,

concurring in part and dissenting in part).

Win/ìeldv. Steele,75s F.3d 629,630-31 (Sth Cir.2014). After summarizingthe \Iloodward

opinion, the l|rin/ìeld court went on to indicate that in túe context of clemen-cy proceedings there

Tlgltt e1þ1qo_me minimal procedural sàfeguards under the Due Process Clause. Wínfìetõ7Ss

ft3d at 630 ("Whatever minímal procedurál safeguards might be guaranteed by th" úu. process

9f"ry: 1." 9le19nc¡ p¡oceedíng are likcly satisfied here.'j In Nlet v. Nomìs,'336 F.3d 648 (Bth

Cir, 2003), the Eighth Circuit addressed whether due procéss was violated when a request toìundergo a particular kind of brain-scan procedure in connection with a clemency appiication'was

denied:

,i',

Because clemency is extended mainly as a matter of grace, and the power to

9rant it is vested in the executive prerogative, it is a rare case that presents a

successful due process challenge to clemency procedures themselves , See

Ohio

ì

Adult Parole Auth. v. Iiloodard, s23 u.s. 272,-zg0-gl, l lg s.ct,lz44,l4o

L.Ed.2d 387 (1998). On the other hand, if the state actively interferes with a

prisoner's access to the very system that it has itself established for considering

petitions, due process is violated. see young v. Hayes,2l g F.3d s50;

:l-em.en9y

853 (8th Cir.2000).

App. 088

Mr. Noel's claim seems to be a kind of amalgam. He asserts that state ofücials

did not give him enough time to prepare for his clemency hearing and that the

state would not allow him to undergo a particular kind of brain-scan procedure to

prove his assertion that his brain damage ought to be considered on the question

of whether he deserved clemency.

We think that Mr. Noel's claim must be rejected. He presented a four-hundred

page record to the state authority charged with making recommendations

conceming clemency, and that authority denied his request. The materials that he

presented insluded some evidence, though not the particular evidence that Mr.

Noel sought to produce, of his brain damage. He does not claim that he was

prevented from presenting any other kind of evidence. In the circumstances, we

cannot say that the process lvas so arbitrary as to be unconstitutional or that the

state prohibited Mr. Noet from using the procedure that it had established

Noel,336F.3d at 649. Similar to the defendant inNoel,Mr. Rhines would like to undergo

medical evaluation in connection with a clemency application and has access to some evidence

regarding mental healtb though not the particular

he is requesting.2 Based on Noel, this

"ùdrnce

professionals

Court concludes that access to the mental hgalth

is not requi¡ed under "[w]hatever

minimal procedural safeguards might be guaranteed by the Due Process Clause in a cleinency

proceeding. . . .* llin/ìe\d,755 F.3d at 631.

2. SDCL 23A-27AALL

Defendant asks the Court to exercise disoretionary authority under SDCL 23A-27A-31.1

to grant the requested access to mental health experts. Petitioner's Reply Memorandum in

Support of Motion for Expert Access, p. 2 (filed 6t23ll7). SDCL 23AA7A-31.1 states as

follows:

From the time of delivery to the penitentiary until the infliction of the punishment

of death upon the defendant, unless lawfully discharged from such imprisonment,

the defendant shall be segregated from other inmates at the penitentiary. No other

person may be allowed access to the defendant without an order of tlie trial court

except peniæntiary staff, Department of Corrections staf{, the defendant's counsel,

members of the clergy if requested by the defendant, and members of the

defendant's family. Members of the clergy and members of the defendant's family

are subject to approval by the warden before being allowed access to the

defendant.

In support ofthe request for expert access, Defendant's counsel indicates concern for

Defendant's current mental health:

His current counsel have serious and substantial questions related to Mr. Rhines's

mental health and condition, and the review of prior records and reports has not

2

Defendant has previously been evaluated by mental health professionals in connection with court proceedings

in both state and federal court. Response to Mot¡on for Expert Access, Exhibits l-8 (filed 6/1512017).

App. 089

. resolved these questions. Granting defense mental health experts accEss to visit

and evaluate Mi. Rhines will allow counsel to look into, and possibly rule out,

counsel's mental health concems. This will enable counsel to prepare for and

advise Mr. Rhines on a range of issues, including, but not limited to, a potential

application for executive clemency, should such an application be warranted.

Motion for Expert Access p. 2 (filed 619117). Ultimately, under South Dakota law a defendært

must not to be put to deattr if found mentally incompetent to be executed, and the legislature has

provided a statutory procedure to be used when counsel has concerns regarding a defendant's

mental competency in this regard. SDCL 23A-27A-22to23A-27^-26. Consequently, sínce

counsel for Defendant may utilize the procedure provided by statute to address concems

regarding Mr. Rhines' current mental health, the Couft declines to grant the Motion under SDCL

23¡'-27A-3r.t.

ORDER

Accordingly, the Motion for Expert Access is hereby DENIED.

Dated,hûh- day of octo ber,20t7

Robert A. Mandel

Circuit Court Judge

[sEAL]

PennlnetglLsßuntv, sD

IN ORÖUIT COURT

ocÏ 2 { 2017

RanaeTr

App. 090

STATE OT SOUTH DAI(OTA

ln the Supreme Court

l, Shlrley A. Jarneson.Frrgel. 0lerk 0f lhe SupreÍìe Court of

S0uth Dakola, heteby cerlify that lhr wrthrn inslrumenl is a lrue_.

and correcl copy of the onq¡nal thcreof as the same appears 1 N

on record in my ofice. ln witness whereof, I have her'eunto set

firy tBnd and affíxed ttts seal 0l said court at pierm, S.D. lhis

--day

of_,20-clerkorsuprcrnecourt

nf:ni,l

SUPREME COt'RT ._.

TFIE SUPREME COURT

OF THE

JAN - 2 2OIB

srATE oF sourH DAKOTA

Jr"/aki¿d

,

****

ORDER DISMISSING APPEAI

STATE OF SOUTH DAKOTA,

Pl-aintiff

srArE olToIryfiDAKorA

and Appel-lee,

#28460

vs.

CHARLES RUSSELL RHTNES,

Defendant and Appellant.

Appellee having served and filed

a motion to dismiss the

appeal taken in the above-entitled matter, and appellant having served

and filed

a response thereto, ancl appellee having served and filed

a

reply in support of motion to dismiss appeal, and i-he Court having

considered the motion, response and reply/ now/ therefore, it is

ORDERED that

DATED at

the appeal be and it is hereby dismissed.

Pierre, South Dakota, this 2nd day of January,

2078.

BY THE COURT:

'\,"'l

r \'ìi ,, ì',.ì.

¡',.k'

'-l

,

',,

^,\i

na"i¿Cilbe@

, jì

J.,,,.,

"

of

Cf erkvof

the

t1te 7$úpreme

þópreme Court

(SEAI)

(SE

(.fustice Janine M. Kern disqualified.

)

,.fustices Steven L' Zinter,

Jensen

GIen A. Severson and Steven R. Jensen'

PÀRTICIPATING: Chj-ef Justice David Gilbertson,

]

]

App. 091

Case 5:00-cv-05020-KES Document 399 Filed 05/25/18 Page 1 of 24 PageID #: 7967

UNITED STATES DISTRICT COURT

DISTRICT OF SOUTH DAKOTA

WESTERN DIVISION

CHARLES RUSSELL RHINES,

Petitioner,

vs.

DARIN YOUNG, WARDEN, SOUTH

DAKOTA STATE PENITENTIARY;

5:00-CV-05020-KES

ORDER DENYING MOTION FOR

LEAVE TO AMEND, DENYING

MOTION FOR RELIEF FROM

JUDGMENT, AND DENYING MOTION

FOR EXPERT ACCESS

Respondent.

Petitioner, Charles Russell Rhines, moves the court for leave to amend

his petition for habeas corpus under Fed. R. Civ. P. 15(a)(2), or in the

alternative, moves the court for relief from judgment under Fed. R. Civ. P.

60(b)(6). Docket 383. Respondent, Darin Young, resists the motion on both

grounds. Docket 389. In addition, Rhines moves the court for an order

requiring Young to produce Rhines for two mental health expert evaluations in

support of a potential clemency application to the South Dakota Governor.

Docket 394. Respondent also opposes Rhines’s motion for expert access.

Docket 396. 1 For the following reasons, the court denies Rhines’s motion to

1 Contained in respondent’s briefs in opposition to Rhines’s motions are

numerous ethical allegations against the Pennsylvania Federal Community

Defender’s Office. Such claims have no relevance to Rhines’s case, the law

pertinent to Rhines’s motions, or the particular attorneys appointed to

represent Rhines. Rhines’s motions appear to the court to be no more than

zealous representation of Rhines, which is what this court expects from court

appointed counsel. Respondent’s ethical allegations are stricken as scandalous.

App. 092

Case 5:00-cv-05020-KES Document 399 Filed 05/25/18 Page 2 of 24 PageID #: 7968

amend under Rule 15(a)(2), denies Rhines’s motion for relief from judgment

under Rule 60(b)(6), and denies Rhines’s motion for expert access.

BACKGROUND

The factual and procedural history of this case is more fully set forth in

the court’s February 16, 2016 order granting summary judgment in favor of

respondent. See Docket 305. The court will briefly summarize the procedural

history and then address any facts that are relevant to Rhines’s pending

motions throughout the analysis.

Rhines is an inmate at the South Dakota State Penitentiary in Sioux

Falls, South Dakota. He was convicted of premeditated first-degree murder and

third-degree burglary of a Dig’Em Donuts Shop in Rapid City, South Dakota.

On January 26, 1993, a jury found that the death penalty should be imposed,

and the trial judge sentenced Rhines to death by lethal injection. The South

Dakota Supreme Court affirmed Rhines’s conviction and sentence on direct

appeal, and the United States Supreme Court denied further review in 1996.

Rhines applied for a writ of habeas corpus in state court, raising numerous

issues, which was denied in 1998 and affirmed by the South Dakota Supreme

Court in 2000.

Rhines then filed a federal petition for a writ of habeas corpus in 2000.

This court found several of Rhines’s claims were unexhausted and granted a

stay pending exhaustion in state court. Following respondent’s appeal, the

Eighth Circuit vacated the stay and remanded the case. Rhines filed a petition

for a writ of certiorari in the United States Supreme Court, which granted

2

App. 093

Case 5:00-cv-05020-KES Document 399 Filed 05/25/18 Page 3 of 24 PageID #: 7969

certiorari. After finding that a stay and abeyance is permissible under some

circumstances, the Supreme Court remanded the case for further analysis not

relevant to the pending motions. Ultimately, Rhines’s petition in this court was

stayed until he exhausted his state court claims. When this court lifted the

stay, respondent moved for summary judgment. On February 16, 2016, this

court granted respondent’s motion for summary judgment, denied Rhines’s

amended habeas petition, and ruled on numerous other motions not relevant

to the current motions. See Dockets 304, 305, 306. The court then denied

Rhines’s motion to alter or amend the judgment under Fed. R. Civ. P. 59(e).

Docket 348. On August 3, 2016, Rhines appealed this court’s rulings to the

Eighth Circuit Court of Appeals. Docket 357. Rhines has filed the two current

motions during the pendency of his appeal.

DISCUSSION

I.

Rhines’s Motion for Leave to Amend Petition under Fed. R. Civ. P.

15(a)(2)

Under the Anti-Terrorism and Effective Death Penalty Act of 1996

(AEDPA), a petitioner must file his or her application for a writ of habeas

corpus within one year of:

(A) the date on which the judgment became final by the conclusion

of direct review or the expiration of the time for seeking such

review;

(B) the date on which the impediment to filing an application created

by State action in violation of the Constitution or laws of the

United States is removed, if the applicant was prevented from

filing by such State action;

(C) the date on which the constitutional right asserted was initially

recognized by the Supreme Court, if the right has been newly

recognized by the Supreme Court and made retroactively

applicable to cases on collateral review; or

3

App. 094

Case 5:00-cv-05020-KES Document 399 Filed 05/25/18 Page 4 of 24 PageID #: 7970

(D) the date on which the factual predicate of the claim or claims

presented could have been discovered through the exercise of due

diligence.

28 U.S.C. § 2244(d)(1).

Because habeas proceedings are civil in nature, the Federal Rules of Civil

Procedure apply. See 28 U.S.C. § 2242 (“[An application for a writ of habeas

corpus] may be amended or supplemented as provided in the rules of

procedure applicable to civil actions.”). Federal Rule of Civil Procedure 15(a)(2)

allows a party to amend its pleading with the opposing party’s consent or the

court’s leave “when justice so requires.” But a petitioner’s amendment must

meet the relation back requirements set forth in Federal Rule of Civil Procedure

15, which provides:

(1) When an Amendment Relates Back. An amendment to a pleading

relates back to the date of the original pleading when:

(A) the law that provides the applicable statute of limitations

allows relation back;

(B) the amendment asserts a claim or defense that arose out of

the conduct, transaction, or occurrence set out--or attempted

to be set out--in the original pleading . . . .

Fed. R. Civ. P. 15(c); see also McKay v. Purkett, 255 F.3d 660, 660-61 (8th Cir.

2001) (applying Rule 15(c) to a petitioner’s § 2254 amended petition and

affirming the district court’s dismissal of the amended claims because they did

not relate back to petitioner’s original claims). Thus, in the habeas context, any

amendment to a timely filed habeas petition must be filed within AEDPA’s oneyear limitations period or the amendment must assert a claim that arose out of

the conduct, transaction, or occurrence set out in the original petition.

4

App. 095

Case 5:00-cv-05020-KES Document 399 Filed 05/25/18 Page 5 of 24 PageID #: 7971

The Supreme Court has addressed what the phrase “conduct,

transaction, or occurrence” means under Fed. R. Civ. P. 15(c)(2) in the habeas

framework. In Mayle, the Ninth Circuit, in agreement with the Seventh Circuit,

had interpreted “conduct, transaction, or occurrence” to allow relation back to

an original habeas petition when the petitioner’s new claim stemmed from the

petitioner’s trial, conviction, or sentence. Mayle v. Felix, 545 U.S. 644, 656

(2005). The Supreme Court rejected that definition because it was too broad.

Id. at 656-58. “An amended habeas petition, we hold, does not relate back

(and thereby escape AEDPA’s one-year time limit) when it asserts a new ground

for relief supported by facts that differ in both time and type from those the

original pleading set forth.” Id. at 650.

The substance of Rhines’s new claim is that some jurors from his trial

have recently expressed the notion that a homosexual bias against Rhines

“played a significant role in the decision to sentence him to death.” Docket 383

at 1. And Rhines argues such juror bias is now admissible under the United

States Supreme Court’s recent decision in Pena-Rodriguez v. Colorado, 137 S.

Ct. 855 (2017). Id.

Because Rhines has appealed this court’s denial of his habeas petition to

the Eighth Circuit and that appeal is still pending, this court must first

determine if it has jurisdiction over Rhines’s current motion. Rhines maintains

that this court still has jurisdiction to allow his amendment because “the

judgment is not yet final.” Id. at 3. Other than his reliance on Nims v. Ault, 251

F.3d 698 (8th Cir. 2001) and resistance to Williams v. Norris, 461 F.3d 999 (8th

5

App. 096

Case 5:00-cv-05020-KES Document 399 Filed 05/25/18 Page 6 of 24 PageID #: 7972

Cir. 2006), which will be addressed below, see infra Section II.B., Rhines has

not cited any Eighth Circuit precedent to establish that a judgment is not

considered “final” until it is affirmed on appeal. In response, respondent

contends that this court’s judgment is final so the Eighth Circuit has exclusive

jurisdiction over Rhines’s case. Docket 389 at 7-9.

A.

Judgment is Final

In general, a district court decision is final if “there is some clear and

unequivocal manifestation by the trial court of its belief that the decision made,

so far as [the court] is concerned, is the end of the case.” Waterson v. Hall, 515

F.3d 852, 855 (8th Cir. 2008) (internal quotations omitted) (alteration in

original). “A final decision is ordinarily one which disposes of all the rights of all

the parties to an action.” Patterson v. City of Omaha, 779 F.3d 795, 800 (8th

Cir. 2015) (quotation omitted).

Here, judgment is final. In addition to the order granting respondent’s

motion for summary judgment and denying Rhines’s petition for habeas corpus

(Docket 305), this court entered a judgment denying Rhines’s petition for

habeas corpus relief on February 16, 2016. Docket 306. Entering a judgment

clearly demonstrated the court’s belief that Rhines’s case was over. Rhines

moved the court to alter or amend its judgment under Fed. R. Civ. P. 59(e)

(Docket 323), which this court denied. Docket 348. Rhines then appealed

several of this court’s rulings, including this court’s order granting summary

judgment in favor of respondent (Docket 305) and judgment (Docket 306).

Docket 357. See Patterson, 779 F.3d at 800 (noting that the Eighth Circuit’s

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jurisdiction is “limited to appeals taken from final decisions of the district

courts.”). If the Eighth Circuit affirms this court’s order and judgment, nothing

further will remain to be done. Thus, this court’s judgment, which disposed of

all claims in Rhines’s petition for habeas corpus relief, was final.

B.

Because this Court’s Judgment was Final, Rhines’s Motion to

Amend is a Successive Petition.

AEDPA established a strict procedure that prisoners in custody under a

state court judgment must follow in order to file a second or successive habeas

corpus application challenging that custody. Under 28 U.S.C. § 2244(b)(2), a

claim presented in a successive habeas petition under section 2254 that was

not presented in the prior petition shall be dismissed unless:

(A) the applicant shows that the claim relies on a new rule of

constitutional law, made retroactive to cases on collateral review

by the Supreme Court, that was previously unavailable; or

(B) (i) the factual predicate for the claim could not have been

discovered previously through the exercise of due diligence; and

(ii) the facts underlying the claim, if proven and viewed in light of

the evidence as a whole, would be sufficient to establish by clear

and convincing evidence that, but for constitutional error, no

reasonable factfinder would have found the applicant guilty of

the underlying offense.

28 U.S.C. § 2244(b)(2).

Before a district court can consider a successive petition, the petitioner

“shall move in the appropriate court of appeals for an order authorizing the

district court to consider the application.” Id. § 2244(b)(3)(A). There is no

indication that Rhines has moved the Eighth Circuit Court of Appeals for an

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order authorizing this court to consider Rhines’s new claim of juror bias based

on his homosexuality. 2

Rhines argues that “[a]n amendment filed in the district court during the

pendency of an appeal of the habeas petition, however, is not considered a

second or successive petition.” Docket 383 at 4. He relies on Nims v. Ault, 251

F.3d 698 (8th Cir. 2001) to support his position, arguing that Nims suggests

“the addition of a juror misconduct claim after a district court’s denial of a

habeas petition, but before that petition is resolved on appeal, was not

successive” because the Nims court considered the claim on its merits. Id.

Nims was convicted of kidnapping and sexually abusing an eight year old

girl, which was affirmed by the Iowa Supreme Court on direct appeal. Nims,

251 F.3d at 700. After his post-conviction application for relief was denied,

2 On January 11, 2017, Rhines filed a protective petition for writ of habeas

corpus while his application for authorization to file a successive petition was

pending in the Eighth Circuit. Docket 377. The new claim raised in Docket

377, Rhines argues, is based on a new rule of constitutional law made

retroactive to cases on collateral review that was announced in Hurst v. Florida,

136 S. Ct. 616 (2016). Rhines contends that Hurst stands for the rule that a

statute must require a jury to make death penalty findings beyond a

reasonable doubt in order to comply with the Sixth Amendment, and South

Dakota’s death penalty statute violates this rule. Docket 377 at 4-6. The Eighth

Circuit consolidated Rhines’s petition for permission to file a successive habeas

petition (Rhines v. Young, No. 17-1060 (8th Cir. application docketed Jan. 10,

2017)), with Rhines’s appeal of this court’s orders (Rhines v. Young, No. 163360 (8th Cir. appeal docketed Aug. 15, 2016)). See No. 17-1060; 16-3360,

CLERK ORDER, docketed Feb. 16, 2017. “[T]he panel to which the consolidated

cases are submitted for disposition on the merits shall determine whether to

grant or deny the petition at the time it considers the appeal from the district

court’s order denying habeas relief in No. 16-3360.” Id. This application for

authorization, however, does not request authorization to file a successive

petition on Rhines’s new claim of sexual orientation bias by his state court

jury.

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Nims filed a federal habeas corpus petition, which was initially denied by the

district court. Id. While that denial was on appeal to the Eighth Circuit, Nims

requested the Eighth Circuit to remand the case to the district court so Nims

could file an amended petition raising a newly-discovered claim of juror

misconduct. Id. The Eighth Circuit dismissed the appeal without prejudice and

remanded the case to the district court. Id.

The district court then dismissed Nims’s amended petition without

prejudice in order for Nims to fully exhaust his state remedies. Id. Following an

unsuccessful attempt in front of the Iowa post-conviction court, Nims again

filed a habeas petition in federal court, which was denied by the district court

because the newly-discovered claim of juror misconduct was procedurally

defaulted. Id. at 701. The district court issued a certificate of appealability, and

the Eighth Circuit opinion, that Rhines currently relies on, followed.

After discussing Nims’s failure to show cause for and prejudice from the

default, the Eighth Circuit ultimately concluded that the district court did not

err in finding that Nims’s new claims were procedurally defaulted. Id. at 703.

But because the Eighth Circuit considered Nims’s new juror misconduct claim

on its merits rather than on jurisdictional grounds for successive petitions,

Rhines argues that Nims stands for the proposition that an amendment filed in

the district court while an appeal is pending is not a successive petition. See id.

at 703-06 (Bye, J., dissenting) (stating that Nims’s petition should be

considered successive and noting that “[t]he majority permits a prisoner to file

a petition in district court, receive a complete adjudication on the merits,

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appeal, dismiss the appeal to add a new claim, and start all over without

penalty.”) (emphasis in original). As an initial matter, the court does not read

Nims to stand for the far-reaching proposition that Rhines suggests.

In Williams v. Norris, 461 F.3d 999 (8th Cir. 2006), on the other hand,

the Eighth Circuit affirmed the district court’s denial of a motion for relief from

judgment after finding that it was a successive petition. The federal district

court denied Williams’s original petition for a writ of habeas corpus. Id. at

1000. Williams then filed a motion to alter or amend the judgment, or

alternatively, for relief from judgment, but the district court denied Williams’s

motion as successive. Id. Then a renewed motion for relief from judgment was

filed on Williams’s behalf, raising a new claim based on a recent United States

Supreme Court ruling. The district court determined it was also a successive

habeas petition and denied the motion. Id. at 1000-01.

On appeal, the Eighth Circuit reviewed whether Williams’s motion for

relief from judgment constituted a successive habeas petition de novo. Id. at

1001. The first argument raised by Williams, and noted as the “strongest

argument” by the Eighth Circuit, “revolve[d] around the fact that the district

court did not file a separate judgment, as required by Rule 58, when denying

Williams’s initial petition.” Id. 3 Williams thus argued that the denial of his

3 As discussed above, see supra Section II.A., this court filed a judgment as a

separate document in Rhines’s case (Docket 306), suggesting Rhines’s

argument here is weaker than the argument raised by Williams. See Williams,

461 F.3d at 1001 (noting the district court’s inadvertent failure to file a

judgment as a separate document was Williams’s “strongest argument”).

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petition was not a final judgment so his Rule 59(e) motions to alter or amend

the judgment and his Rule 60(b) motions for relief from judgment “should have

been treated as motions to amend the initial habeas petition under Rule 15.”

Id. Despite the clerical error, the Eighth Circuit found that the district court

properly dismissed Williams’s Rule 59(e) and Rule 60(b) motions as successive

petitions because it was clear that the district court intended its order to

dispose of Williams’s petition on the merits. Id. at 1002. The court cited to and

discussed Bonin v. Calderon, 59 F.3d 815 (9th Cir. 1995), where the Ninth

Circuit refused to construe the petitioner’s motion to amend a habeas petition,

after the district court had denied the petition, as a Rule 15 motion merely

because the district court had failed to file a separate judgment. Agreeing with

this analysis, the Eighth Circuit in Williams refused to accept Williams’s

argument that his motion should be construed as a Rule 15 motion just

because a final judgment was inadvertently not filed.

Williams also argued that his motions were not successive because the

denial of his original petition was not yet affirmed on appeal. Williams, 461

F.3d at 1003. Relying on Davis v. Norris, 423 F.3d 868 (8th Cir. 2005), the

Eighth Circuit disagreed with Williams. Id.

Rhines argues that Williams erroneously relied on Davis, a 2005

decision, rather than the 2001 Nims decision, because Eighth Circuit precedent

directs a court to follow the earliest opinion when there is a conflict between

panel opinions. Docket 383 at 4-5 (quoting Mader v. United States, 654 F.3d

794, 800 (8th Cir. 2011) (en banc)). Notably missing from Rhines’s argument,

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however, is the Eighth Circuit’s discussion of the potential conflict between

Nims and Davis in Williams. The Williams court found Nims and Davis

reconcilable because the Nims court remanded the petition to the district court

in 1992, pre-AEDPA and with the expectation that “petitioner [would] be able to

later raise both his original and amended claims on appeal[,]” whereas Davis

was different “in that the petitioner’s request for a remand occurred after the

passage of AEDPA.” Williams, 461 F.3d at 1004. The Williams court’s

discussion of the distinctions between Nims and Davis leads this court to

conclude that there are not two conflicting panel decisions that are implicated

here. So Rhines’s argument that Nims, the earlier decision, is controlling,

rather than Williams and its reliance on Davis, is misplaced. Because Rhines’s

petition was filed post-AEDPA, Williams’s reliance on Davis, and the

subsequent decision to “reject Williams’s claim that an amendment to a

petition is not a successive habeas if it occurs after the petition is denied, but

before the denial is affirmed on appeal,” controls. Id. at 1004.

The other issue with Rhines’s argument is that Nims is distinguishable

from this case. In Nims, the Eighth Circuit panel remanded the petition to the

district court before Nims’s petition was heard on appeal because Nims

requested a remand. Nims, 251 F.3d at 700. And Nims requested the remand

pre-AEDPA, but his subsequent appeal was heard and adjudicated by the

Eighth Circuit post-AEDPA. Rhines’s petition, on the other hand, was

adjudicated by this court post-AEDPA, appealed to the Eighth Circuit postAEDPA, and there is no indication that Rhines has asked the Eighth Circuit to

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remand his petition to this court in order to amend the petition with his new

claim of juror bias. So even if Nims did stand “for the proposition that a new

claim cannot be deemed successive until the denial of the underlying petition

has been affirmed on appeal” just because the Nims panel adjudicated Nims’s

claim on the merits, as Rhines argues (Docket 383 at 5), Nims is factually

distinct from Rhines’s motion. Thus, Nims does not support Rhines’s position,

and, based on Williams, the court rejects Rhines’s argument that an

amendment filed in the district court while the appeal of his habeas petition is

pending is not a successive petition.

The court concludes that because it entered a final judgment in Rhines’s

case and the appeal of that final judgment is still pending, it does not retain

jurisdiction to allow Rhines to amend his habeas petition to add a new claim

under Fed. R. Civ. P. 15(a). Rather, based on Eighth Circuit case law, Rhines’s

motion to amend (Docket 383) is a successive petition. And because Rhines has

not received authorization from the Eighth Circuit to file a successive petition,

this court cannot adjudicate the merits of his motion under Rule 15.

II.

Rhines’s Rule 60(b) Motion

A.

Jurisdiction

Rhines argues that if the court finds it does not have jurisdiction to grant

his motion under Rule 15(a)(2), it should alternatively review the motion under

Rule 60(b)(6). Docket 383 at 5. Federal Rule of Civil Procedure 60(b) allows a

court to relieve a party from a final judgment, order, or proceeding for various

reasons, such as mistake, newly discovered evidence, or fraud, among others.

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Rule 60 includes a catchall provision, which allows the court to relieve a party

for “any other reason that justifies relief.” Fed. R. Civ. P. 60(b)(6). In order for a

court to grant a 60(b)(6) motion, the movant must show “extraordinary

circumstances” to justify relief, and “[s]uch circumstances will rarely occur in

the habeas context.” Buck v. Davis, 137 S. Ct. 759, 772 (2017) (quoting

Gonzalez v. Crosby, 545 U.S. 524, 535 (2005)). “A district court has discretion

under Rule 60(b) to grant postjudgment leave to file an amended complaint if

the motion is ‘made within a reasonable time,’ and the moving party shows

‘exceptional circumstances’ warranting ‘extraordinary relief.’ ” United States v.

Mask of Ka-Nefer-Nefer, 752 F.3d 737, 743 (8th Cir. 2014) (quoting Fed. R. Civ.

P. 60(c)(1); United States v. Young, 806 F.2d 805, 806 (8th Cir. 1986)).

What constitutes a reasonable time depends on the facts of the particular

case. Watkins v. Lundell, 169 F.3d 540, 544 (8th Cir. 1999). See Moses v.

Joyner, 815 F.3d 163, 166-67 (4th Cir. 2016) (concluding that the district court

did not abuse its discretion in ruling that a habeas petitioner’s Rule 60(b)(6)

motion for relief from judgment, based on a change in habeas procedural law

15 months after the Supreme Court’s decision, was untimely under Rule 60(c)).

While leave to amend under Rule 15(a) should be “freely given,” post-judgment

leave to amend under Rule 60(b) is subject to stricter standards. See Gonzalez,

545 U.S. at 535 (quoting Liljeberg v. Health Servs. Acquisition Corp., 486 U.S.

847, 873 (1988) (Rehnquist, C.J., dissenting)) (noting a “ ‘very strict

interpretation of Rule 60(b) is essential if the finality of judgments is to be

preserved’ ”).

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The Federal Rules of Civil Procedure also provide that if a court lacks

authority to grant a motion for relief from judgment because an appeal is

pending, “the court may: defer considering the motion; deny the motion; or

state either that it would grant the motion if the court of appeals remands for

that purpose or that the motion raises a substantial issue.” Fed. R. Civ. P.

62.1(a). Thus, although an appeal is pending, this court may rule on Rhines’s

Rule 60(b) motion consistent with Rule 62.1(a).

B.

Second or Successive Petition

The Supreme Court has acknowledged that Rule 60(b) motions in the

habeas context, while playing “an unquestionably valid role,” must not conflict

with AEDPA’s standards. Gonzalez, 545 U.S. at 533. “Using Rule 60(b) to

present new claims for relief from a state court’s judgment of conviction-even

claims couched in the language of a true Rule 60(b) motion-circumvents

AEDPA’s requirement that a new claim be dismissed unless it relies on either a

new rule of constitutional law or newly discovered facts.” Id. at 531 (citing 28

U.S.C. § 2244(b)(2)).

A Rule 60(b) motion is a second or successive habeas corpus

application if it contains a claim. For the purpose of determining

whether the motion is a habeas corpus application, claim is defined

as an ‘asserted federal basis for relief from a state court’s judgment

of conviction’ or as an attack on the ‘federal court’s previous

resolution of the claim on the merits.’ Gonzalez, 545 U.S. at 530,

532. ‘On the merits’ refers ‘to a determination that there exist or do

not exist grounds entitling a petitioner to habeas corpus relief under

28 U.S.C. §§ 2254(a) and (d).’ Id. at 532 n.4. When a Rule 60(b)

motion presents a claim, it must be treated as a second or successive

habeas petition under AEDPA.

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No claim is presented if the motion attacks ‘some defect in the

integrity of the federal habeas proceedings.’ Id. at 532. Likewise, a

motion does not attack a federal court’s determination on the merits

if it ‘merely asserts that a previous ruling which precluded a merits

determination was in error-for example, a denial for such reasons

as failure to exhaust, procedural default, or statute-of-limitations

bar.’ Id. at n.4.

Ward v. Norris, 577 F.3d 925, 933 (8th Cir. 2009). In Gonzalez, the Rule 60(b)

motion, which sought to challenge a statute of limitations ruling that had

prevented review of the petitioner’s initial habeas petition, did not require

authorization from the court of appeals. Gonzalez, 545 U.S. at 533, 538.

Here, Rhines argues his Rule 60(b)(6) motion is not a claim, and thus not

a successive petition, because he attacks a defect in the integrity of the federal

habeas proceeding. Docket 383 at 7. Specifically, he argues, “a rule of evidence,

now declared unconstitutional [by Pena-Rodriguez], precluded review” of his

claim of juror bias based on Rhines’s homosexuality, and thus, the Supreme

Court has removed an obstacle to a merits review of his claim. Id.

After considering Rhines’s Rule 60(b)(6) motion, the court concludes

Rhines’s is attempting to present a new claim, which means his motion is a

successive petition. Rhines is attempting to assert a claim of sexual orientation

bias by the jury based on the Supreme Court’s decision in Pena-Rodriguez. In

other words, Rhines is attempting to use a Supreme Court case, and extend

the holding of that case to the facts of his case, as a basis for relief from his

death penalty sentence in state court. Thus, Rhines’s new claim meets the very

definition of “claim” that was established in Gonzalez: “an asserted federal

basis for relief from a state court’s judgment of conviction[.]” Gonzalez, 545

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U.S. at 530; see also id. at 538 (“We hold that a Rule 60(b)(6) motion in a

§ 2254 case is not to be treated as a successive habeas petition if it does not

assert, or reassert, claims of error in the movant’s state conviction.”). Rhines is

doing exactly that—asserting a claim of error in his state conviction. Because

Rhines’s Rule 60(b)(6) motion is a successive petition and he did not seek or

obtain the Eighth Circuit’s authorization to file it, this court does not have

jurisdiction to consider it on the merits. See Burton v. Stewart, 549 U.S. 147,

152 (2007) (concluding that because petitioner filed a successive petition

without appellate authorization, “the [d]istrict [c]ourt never had jurisdiction to

consider it in the first place.”).

III.

Rhines’s Motion for Expert Access

Rhines also moves the court for an order requiring respondent to

produce Rhines for expert evaluations by Richard Dudley, Jr., M.D., a forensic

psychiatrist, and Dan Martell, Ph.D., a neuropsychologist. Docket 394. He

plans to use the advice of Dr. Dudley and Dr. Martell for a possible clemency

application, should one become necessary. Id. The Department of Corrections,

acting under SDCL § 23A-27A-31.1, will not allow the two experts to access

Rhines in prison without a court order. Id.

Rhines previously moved this court for a different doctor’s expert access

as part of his habeas proceeding. Docket 313. The court denied Rhines’s

motion because Rhines is in a state penitentiary, not a federal penitentiary,

and SDCL § 23A-27A-31.1 authorizes a state trial court—here, the Circuit

Court for the Seventh Judicial Circuit of South Dakota—to order the

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Department of Corrections staff to allow other persons not specified in the

statute access to capital inmates. Docket 334 at 6. Based on the principles of

comity and federalism, the court concluded SDCL § 23A-27A-31.1 did not

authorize the court to grant Rhines’s request. Id. at 7.

Rhines contends that he has now addressed the federalism concerns

because he has sought relief in the South Dakota courts, which have denied

his motion for expert access. Docket 394 at 4; see also Docket 394-1 (Circuit

Court for the Seventh Judicial Circuit of South Dakota denial of Rhines’s

motion, dated Oct. 24, 2017); Docket 394-2 (South Dakota Supreme Court

order dismissing Rhines’s appeal, dated Jan. 2, 2018). As a legal basis for his

motion, Rhines argues that this court’s appointment of counsel under 28

U.S.C. § 3599 extends representation to clemency proceedings, which may also

include expert services in support of such clemency proceedings. Docket 394 at

6. Rhines also argues he has a due process right to these expert services for his

possible clemency request. Id. at 12.

A.

Authorization for Representation under 18 U.S.C. § 3599

On Rhines’s first argument, 28 U.S.C. § 3599 provides in relevant part:

(a)(2) In any post conviction proceeding under section 2254 or 2255

of title 28, United States Code, seeking to vacate or set aside a death

sentence, any defendant who is or becomes financially unable to

obtain adequate representation or investigative, expert, or other

reasonably necessary services shall be entitled to the appointment

of one or more attorneys and the furnishing of such other services

in accordance with subsections (b) through (f).

....

(e) Unless replaced by similarly qualified counsel upon the attorney’s

own motion or upon motion of the defendant, each attorney so

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appointed shall represent the defendant throughout every

subsequent stage of . . . all available post-conviction process,

together with applications for stays of execution and other

appropriate motions and procedures, and shall also represent the

defendant in such competency proceedings and proceedings for

executive or other clemency as may be available to the defendant.

18 U.S.C. § 3599.

The Supreme Court has interpreted the phrase, “shall also represent the

defendant in such competency proceedings and proceedings for executive or

other clemency as may be available to the defendant” found in 18 U.S.C.

§ 3599. Harbison v. Bell, 556 U.S. 180, 185 (2009). The Court concluded that

the plain language of the statute provides that federally appointed counsel’s

authorized representation for a habeas petitioner includes state clemency

proceedings that are available to state petitioners. Id. at 185-86. In rejecting

the government’s argument that § 3599(e) refers only to federal clemency, the

Court reasoned:

To the contrary, the reference to “proceedings for executive or other

clemency, § 3599(e) (emphasis added), reveals that Congress

intended to include state clemency proceedings within the statute’s

reach. Federal clemency is exclusively executive: Only the President

has the power to grant clemency for offenses under federal law. U.S.

Const., Art. II, § 2, cl. 1. By contrast, the States administer clemency

in a variety of ways. . . . Congress’ reference to “other clemency” thus

does not refer to federal clemency but instead encompasses the

various forms of state clemency.

Id. at 186-87 (internal citations omitted).

The Supreme Court’s holding in Harbison does not mandate federally

funded counsel for a capital habeas petitioner to represent the petitioner in his

state clemency proceedings, it merely authorizes such representation. See

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Harbison, 556 U.S. at 194 (“We further hold that § 3599 authorizes federally

appointed counsel to represent their clients in state clemency proceedings and

entitles them to compensation for that representation.”). And authorizing a

federally appointed and funded counsel’s representation under § 3599 does not

give this court the authority to supervise or control a state’s clemency process.

Thus, 18 U.S.C. § 3599’s authorization for representation alone does not

require this court to order respondent to produce Rhines for an evaluation by

the two mental health experts in support of a clemency request.

B.

Due Process Right to Expert Services for Clemency

Rhines states that he has never received neuropsychological testing to

determine if he suffers from any brain disease or injury, and he has never been

evaluated by a psychiatrist who engaged in an independent background

investigation. Docket 394 at 13. Thus, he argues, it is his due process right to

be evaluated by Dr. Dudley and Dr. Martell in support of his “potential

clemency application.” Id. at 2, 12.

The Supreme Court has recognized that “[c]lemency is deeply rooted in

our Anglo-American tradition of law, and is the historic remedy for preventing

miscarriages of justice where judicial process has been exhausted.” Harbison,

556 U.S. at 192 (quoting Herrera v. Collins, 506 U.S. 390, 411-12 (1993)). And

as the Eighth Circuit has explained, “clemency is extended mainly as a matter

of grace, and the power to grant it is vested in the executive prerogative, [so] it

is a rare case that presents a successful due process challenge to clemency

procedures themselves.” Noel v. Norris, 336 F.3d 648, 649 (8th Cir. 2003) (per

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curiam). But in Ohio Adult Parole Authority v. Woodard, a divided Supreme

Court acknowledged that “some minimal procedural safeguards apply to

clemency proceedings.” 523 U.S. 272, 289 (1998) (O’Connor, J., concurring)

(plurality opinion) (emphasis in original).

Rhines has not presented the court with a case holding that a capital

habeas petitioner has a due process right to expert evaluations in support of a

potential clemency application. In Ake v. Oklahoma, 470 U.S. 68, 83 (1985),

which Rhines relies on, the Supreme Court held that a capital defendant has a

due process right to access a competent psychiatrist when the “defendant

demonstrates . . . his sanity at the time of the offense is to be a significant

factor at trial” so the psychiatrist can help the defendant prepare his defense.

Rhines, on the other hand, is potentially seeking clemency relief. He is not

preparing for trial, and his motion for expert access does not raise the issue of

insanity at the time of the offense.

The other cases Rhines cites, and the cases this court has reviewed, all

discuss the “minimal” due process rights afforded to petitioners in the act of

applying for clemency to the respective executive branch—not the preparation

leading to a possible application. See Lee v. Hutchinson, 854 F.3d 978, 981-82

(8th Cir. 2017) (per curiam) (denying capital inmates’ motion to stay executions

because the Arkansas Parole Board’s clemency process, “despite the procedural

shortcomings,” afforded the inmates the “minimal due process guaranteed by

the Fourteenth Amendment.”); Winfield v. Steele, 755 F.3d 629, 631 (8th Cir.

2014) (per curiam) (concluding that inmate failed to demonstrate “a significant

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possibility of success on his claim that the Missouri clemency process violated

his rights under the Due Process Clause” when he claimed correctional

employees threatened and pressured someone to not make statements in

support of the inmate’s clemency application); Young v. Hayes, 218 F.3d 850,

853 (8th Cir. 2000) (holding that a city attorney’s interference, in the form of

witness tampering, with the petitioner’s efforts to present evidence to the

Missouri Governor in his clemency application was “fundamentally unfair” and

required a stay of execution). But see Winfield, 755 F.3d at 631-32 (Gruender,

J., concurring) (maintaining that Young “lacks support in relevant Supreme

Court authority” and is an “outlier” compared to narrower approaches adopted

by other circuits). See also Turner v. Epps, 460 F. App’x 322, 330-31 (5th Cir.

2012) (concluding that capital prisoner’s motion for expert access to assist in

“laying a foundation for a request for clemency” did not violate his due process

right).

In fact, the Eighth Circuit has rejected a due process argument for

alleged interference with the ability to prepare for a clemency application. In

Noel v. Norris, 336 F.3d 648, 649 (8th Cir. 2003) (per curiam), a capital

prisoner in Arkansas claimed the State of Arkansas violated his due process

right by interfering “with his ability to prepare and present his case for

executive clemency.” The Eighth Circuit noted that “if the state actively

interferes with a prisoner’s access to the very system that it has itself

established for considering clemency petitions, due process is violated.” Id. One

argument Noel presented was that the state did not allow him to undergo a

22

App. 113

Case 5:00-cv-05020-KES Document 399 Filed 05/25/18 Page 23 of 24 PageID #: 7989

particular brain-scan procedure to prove his brain damage should be

considered in his clemency application. Id. But the Eighth Circuit rejected this

argument, stating “we cannot say . . . that the state prohibited Mr. Noel from

using the procedure that it had established.” Id.

Rhines presents a similar claim to Noel in that he wants to undergo

medical evaluations in order to prepare and present a clemency application.

But the prisoner in Noel had already applied for, and been denied, clemency.

Rhines, on the other hand, has construed his motion for expert access in his

habeas case as a due process requirement for his “potential” clemency

application. Unlike the cases discussed above where due process may be

implicated by clemency procedures, Rhines has not initiated his clemency

application. And he has not provided evidence that South Dakota has

“arbitrarily denied [him] access to its clemency process.” Woodard, 523 U.S. at

289 (O’Connor, J., concurring) (plurality opinion). No Eighth Circuit case,

South Dakota statute, or state or federal constitutional provision creates a due

process right to accumulate all information that may lead to a clemency

application, or to present a certain type of information in a clemency

application. See Turner, 460 F. App’x at 331 (noting the lack of “a due process

right to a more effective or compelling clemency application.”). Because Rhines

has not established a due process right to an expert evaluation in preparation

for a possible clemency application, his request for this court to order

respondent to produce Rhines for evaluations by Dr. Dudley and Dr. Martell is

denied.

23

App. 114

Case 5:00-cv-05020-KES Document 399 Filed 05/25/18 Page 24 of 24 PageID #: 7990

CONCLUSION

Rhines has appealed this court’s final judgment to the Eighth Circuit,

and that appeal is still pending. Thus, Rhines’s Rule 15(a)(2) motion to amend

is a successive petition, and Rhines has not received authorization to submit

the successive petition to the district court. If construed to be a Rule 60(b)(6)

motion, Rhine’s motion is also a successive petition. But again, because he has

not received authorization from the Eighth Circuit to file a successive petition

raising the new claim of juror bias based on his homosexuality, this court does

not have jurisdiction to rule on the merits of his motion. Finally, Rhines has

failed to show he has a due process right under the Constitution to an expert

evaluation in order to prepare for a potential clemency application to the South

Dakota Governor. Thus, it is

ORDERED that Rhines’s motion to amend, or in the alternative, motion

for relief from judgment (Docket 383) is denied.

IT IS FURTHER ORDERED that Rhines’s motion for expert access

(Docket 394) is denied.

DATED this 25th day of May, 2018.

BY THE COURT:

/s/ Karen E. Schreier

KAREN E. SCHREIER

UNITED STATES DISTRICT JUDGE

24

App. 115

Case 5:00-cv-05020-KES Document 402 Filed 06/21/18 Page 1 of 3 PageID #: 8007

IN THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF SOUTH DAKOTA

WESTERN DIVISION

CHARLES RUSSELL RHINES,

Petitioner,

v.

DARIN YOUNG, Warden,

South Dakota State Penitentiary,

Respondent.

)

)

)

)

)

)

)

)

)

CIV. 00-5020-KES

PETITIONER’S NOTICE OF APPEAL

Notice is hereby given that Charles Russell Rhines, petitioner in the above-captioned

matter hereby appeals to the United States Court of Appeals for the Eighth Circuit from the

District Court’s Order Denying Motion for Leave to Amend, Denying Motion for Relief from

Judgment, and Denying Motion for Expert Access (Doc. 399) entered on May 25, 2018, denying

Mr. Rhines’s motion for leave to amend his federal habeas corpus petition or, in the alternative,

motion for relief from judgment pursuant to Fed. R. Civ. P. 60(b)(6) (see Doc. 383) and motion

for expert access (see Doc. 394), and any and all parts of the specifically listed order.

1

App. 116

Case 5:00-cv-05020-KES Document 402 Filed 06/21/18 Page 2 of 3 PageID #: 8008

Dated this 21st day of June, 2018.

Respectfully submitted,

/s/ Claudia Van Wyk

CLAUDIA VAN WYK

PA Bar # 95130

Assistant Federal Defender

Federal Community Defender Office

Capital Habeas Unit

601 Walnut Street, Suite 545W

Philadelphia, PA 19106

Telephone (215) 928-0520

Facsimile (215) 928-0826

Claudia_Vanwyk@fd.org

NEIL FULTON, Federal Public Defender

Federal Public Defender

By:

Jason J. Tupman, Assistant Federal Defender

Office of the Federal Public Defender

Districts of South Dakota and North Dakota

200 W. 10th Street, Suite 200

Sioux Falls SD 57104

Telephone: (605) 330-4489

Facsimile: (605) 330-4499

Filinguser_SDND@fd.org

Attorneys for Petitioner Charles Russell Rhines

2

App. 117

Case 5:00-cv-05020-KES Document 402 Filed 06/21/18 Page 3 of 3 PageID #: 8009

CERTIFICATE OF SERVICE

This will certify that, on June 21, 2018, a true and correct copy of the foregoing was

electronically filed with the Clerk of the Court via CM/ECF to be served on the following

persons authorized to be noticed:

Paul S. Swedlund

Matthew W. Templar

Assistant Attorneys General

State of South Dakota

1302 East Highway 14, Suite 1

Pierre, SD 57501

/s/ Claudia Van Wyk

Claudia Van Wyk

App. 118

UNITED STATES COURT OF APPEALS

FOR THE EIGHTH CIRCUIT

No: 18-2376

Charles Russell Rhines

Appellant

V.

Darin Young, Warden, South Dakota State Penitentiary

Appellee

Appeal from U.S. District Court for the District of South Dakota - Rapid City

(5:00-cv-05020-KES)

ORDER

With the district court's final order denying Charles Russell Rhines's federal

petition for a writ of habeas corpus pending on appeal, Rhines filed in the district court a

Rule 15(a)(2) motion for leave to amend the petition and a Rule 60(b) motion for relief

from judgment. The district court denied relief on the ground that Rhines was seeking

second or successive habeas relief that had not been authorized by the court of appeals,

see 28 U.S.C. § 2244(b)(3)(A), and denied a certificate of appealability. We deny

Rhines's application for a certificate of appealability from that ruling. Judge Kelly would

grant the certificate.

Rhines also filed a motion in the district court for an order requiring respondent to

produce Rhines for evaluation by mental health experts retained by the defense to support

a potential request for executive clemency, relief that the South Dakota state courts have

denied. The district court denied relief on the merits and denied a certificate of

appealability. We conclude that no certificate of appealability is required to appeal this

issue. A separate order establishing a briefmg schedule will be issued.

The motion for leave to file an amicus brief is hereby granted.

September 07, 2018

Order Entered at the Direction of the Court:

Clerk, U.S. Court of Appeals, Eighth Circuit.

Isl Michael E. Gan

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