State of Iowa v. Montgomery Gerrard McKernan
CourtCourt of Appeals of Iowa
Date FiledOctober 21, 2026
Docket24-1109
StatusPublished
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Full Opinion
IN THE COURT OF APPEALS OF IOWA
_______________
No. 24-1109
Filed October 21, 2026
_______________
State of Iowa,
Plaintiff–Appellee,
v.
Montgomery Gerrard McKernan,
Defendant–Appellant.
_______________
Appeal from the Iowa District Court for Story County,
The Honorable Adam D. Sauer, Judge.
_______________
AFFIRMED
_______________
Alexander Smith (argued) of Parrish Kruidenier L.L.P., Des Moines,
attorney for appellant.
Brenna Bird, Attorney General, and Zachary Miller (argued), Assistant
Attorney General, attorneys for appellee.
_______________
Heard at oral argument
by Tabor, C.J., and Greer and Ahlers, JJ.
Opinion by Greer, J.
1
GREER, Judge.
Montgomery McKernan entered a Salvation Army seeking food
assistance. He became incensed when a staff member asked him if he had
scheduled a pickup time and repeatedly called her a “fucking bitch,” referred
to her as a “cunt,” and allegedly threatened to “choke the life out of” her.
When other patrons intervened, McKernan shoved one woman to the
ground, causing bruising. Although McKernan claimed he was attacked and
merely stood his ground, the jury convicted him of assault. On appeal, he
argues the trial court erred by denying his final motion for a continuance,
giving a duty-to-retreat instruction, refusing his requested spoliation
instruction, and denying his request for an on-site jury view of the scene.
Finding no error on the part of the trial court, we affirm McKernan’s
conviction.
I. Background Facts and Proceedings.
A. Background. By the morning of May 23, 2023, McKernan had
endured several difficult months. His family had fallen on hard times, and
income from his self-employment had dwindled to the point that putting food
on the table became a concern. Seeking assistance, McKernan began visiting
a Salvation Army facility to use its public food pantry to help feed his
children.
A receptionist, an experienced Salvation Army staff member, was
working the front desk on May 23. By then, however, McKernan’s
relationship with her had deteriorated after months of repeated interactions.
McKernan believed the receptionist despised him and that ever since a prior
dispute over his request for a larger box of food, she had been “sneering” at
him and singling him out by changing the rules, such as requiring only him to
2
call ahead. During the COVID-19 pandemic, however, the Salvation Army
had implemented an updated policy asking all individuals seeking food
assistance to call ahead and schedule a pickup appointment. Although staff
did not strictly enforce the requirement, they strongly preferred it because it
helped manage supplies and reduced preparation time. Patrons were notified
through signs on the front doors and through reminders during phone calls.
McKernan had been reminded to call ahead many times during his visits, but
he did not schedule an appointment before arriving on May 23.
That afternoon, McKernan walked into the Salvation Army lobby
without an appointment. When the receptionist asked whether he had
scheduled a pickup, McKernan became angry and responded, “You fucking
bitch, I don’t need to make an appointment.” The receptionist told him
others were ahead of him in line and he would need to wait his turn, which
further upset him. He then began haranguing the receptionist, repeatedly
calling her a “fucking bitch.”
At that point, a manager heard a commotion from her office. She heard
raised voices and the receptionist asking someone to have a seat, followed by
profanity and a voice saying, “Why don’t you do your fucking job; I’m here
to get food; I need food; you’re denying me food.” Recognizing the speaker
as McKernan, the manager went to deescalate the situation. She told him he
would receive food, as he had on prior occasions when he arrived without
calling ahead, but explained he needed to wait his turn behind others in line.
McKernan remained focused on the receptionist and did not respond to the
manager’s efforts. Amid continued profanity, the manager recalled hearing
McKernan threaten to “choke the life out of [the receptionist].” The
manager instructed him to leave the premises, but he refused. Hearing a
raised voice calling someone a “fucking bitch,” two other managers from the
3
back of the store went to the lobby to assist. One manager repeatedly
instructed McKernan to leave, which he ignored, while the other manager
moved a young child away from the confrontation.
The situation remained relatively controlled until McKernan escalated
his swearing. Another patron was in the lobby with her son to pick up food
assistance. Worried that her three-year-old was hearing the profanity, this
patron stepped forward to confront McKernan. But when McKernan began
calling the receptionist a “cunt,” the patron reported that “everyone kind of
snapped” and voices rose across the lobby as multiple people, including the
patron, shouted for him to leave. As the patron moved within arm’s reach,
McKernan shoved her backward onto the floor. She injured her underarm
and right leg in the fall.
McKernan’s perception of the incident was slightly different. He
testified at trial that when he arrived there was no line, he stood where he
normally did, and the receptionist called on him very quickly in a “sneering
voice.” He said he asked to use the food pantry and the receptionist told him,
“You’ll have to call first,” which prompted him—after “weeks and months
of sneering” and “changing up the rules”—to “correct this lady” by calling
her a “fucking bitch.” He acknowledged it was “probably not the best
language,” but claimed he was trying to make the point that “F’ing is like
slang,” comparing it to how “Joe Rogan uses it meaning you’re really an
overbearing, hateful woman to kick a man when he’s down when I’m just
trying to help my family get food, and I didn’t want her to do it to other
people.” He also testified he did not think the receptionist heard him because
other women confronting him over his swearing were too loud, so he tried to
explain himself to others, saying, “that bitch behind the desk is preventing
our family from getting food.” He insisted that, aside from the three swear
4
words, “I don’t swear again. There’s no more swear words that I speak.” He
said the confrontation then escalated, with numerous women “chanting” at
him like “witches’ antics,” and that he saw the receptionist smirking and
believed she had set him up by working in concert with these other women.
He testified that one woman, whom he later called a “disgusting witch
woman” and repeatedly described as having no teeth, was “triggered”
because he swore in front of her children, that she got close, threatened him,
and began pushing his chest. He claimed he feared the group was about to
attack him, and feeling chest pain, he instinctively turned and pushed this
woman away in self-defense. He also claimed that this woman may have
tripped. Either way, he reported leaving the Salvation Army after the shove.
McKernan denied ever threatening to “choke the life out of” the
receptionist. Likewise, the patron denied ever touching McKernan. Neither
the receptionist nor the three managers reported seeing the patron touch
McKernan at any point during this confrontation.
A few hours after Salvation Army staff called police, an officer
contacted McKernan and recorded their conversation on his body-worn
camera. McKernan described being swarmed and attacked, and he lifted his
shirt, pointed to alleged redness on his chest, and asked the officer to
photograph his injuries as evidence. The officer did not recall if he took any
photos, and his body-worn camera died due to a faulty battery. In any event,
McKernan was subsequently placed under arrest for assault.
B. Proceedings. McKernan was charged by trial information with
assault causing bodily injury on July 3. Trial was initially set for September 6.
After multiple continuances—driven by five changes of defense counsel, the
original trial judge’s sua sponte recusal following McKernan’s threatening
comments toward court staff at a prior hearing, ongoing discovery review and
5
investigation, and scheduling conflicts—the trial date was continued to
March 26, 2024. However, on March 12, McKernan again moved for new
counsel and raised more defense issues, including renewed demands to take
depositions of people not listed as witnesses and for subpoenas to access law
enforcement officers’ personal phones. At a March 18 hearing on the motion,
the court reset trial for May 7 and ordered McKernan to file a speedy-trial
waiver no later than May 1 at 1:00 p.m. This date was the latest deadline
possible that accommodated both counsels’ schedules while preserving a
possible May 7 trial date if McKernan insisted on speedy trial. McKernan
did not file the waiver until May 2 at 3:38 p.m., 26 hours and 38 minutes after
the deadline.
On May 5, two days before the May 7 jury trial, McKernan filed a ninth
motion to continue. The motion represented that counsel had conferred with
McKernan and he wished to waive speedy trial, explaining that “[t]he Court
set a deadline to complete and file a one-year waiver of speedy trial.
[McKernan] thought he had properly returned the waiver within the time
allowed by the Court, but he had not succeeded.” The court denied the
continuance on May 6, citing the missed waiver deadline.
Trial proceeded on May 7. Before evidence was presented, McKernan
renewed his motion to continue and personally told the court that he had
signed the one-year speedy-trial waiver and believed he had timely emailed it
back to counsel, claiming he had received it late at night but, being exhausted
from physical work, did not realize his email had not gone through until it
was too late. The court again denied the motion, noting the case had been
pending for nearly eleven months and McKernan had been warned the court
would not entertain a last-minute continuance if the speedy-trial waiver
deadline was missed.
6
Trial proceeded, and both sides presented evidence over two days. On
the morning of May 9 before closing arguments, the court held a jury-
instruction conference. McKernan requested a spoliation instruction related
to photographs of his chest, but the court denied the request, finding
insufficient evidence that the photos ever existed or that the prosecution
intentionally destroyed them. McKernan also objected to a duty-to-retreat
instruction, arguing that calling someone a “fucking bitch” or “bitch” was
protected speech. The court overruled the objection and gave the following
instructions:
INSTRUCTION NO. 19
If any of the following is true, the Defendant’s use of force was not
justified:
1. The Defendant was not lawfully present in the place where he used
force, he made no effort to retreat, and retreat was a reasonable alternative
to using force; OR
2. The Defendant committed Disorderly Conduct in the place where
he used force, he made no effort to retreat, and retreat was a reasonable
alternative to using force.
If the State has proved any of these beyond a reasonable doubt, the
Defendant’s use of force was not justified.
INSTRUCTION NO. 20
For purposes of Instruction No. 19, “Disorderly Conduct” occurs
when an individual directs abusive epithets or makes any threatening gesture
which the person knows or reasonably should know is likely to provoke a
violent reaction by another.
7
INSTRUCTION NO. 21
If any of the following is true, the Defendant’s use of force was not
justified:
1. The Defendant initially provoked the use of force against himself
by his unlawful acts unless:
[The patron] used force grossly disproportionate to the
Defendant’s provocation, and it was so great the Defendant
reasonably believed he was in imminent danger of death or
injury.
If the State has proved this beyond a reasonable doubt, the
Defendant’s use of force was not justified.
The jury returned a general guilty verdict against McKernan on May 9.
On June 10, he was sentenced to two days in jail and a $430 fine with a fifteen
percent surcharge for the offense. He appeals.
II. Analysis.
On appeal, McKernan argues the trial court erred in four ways: (A) by
denying his final motion for a continuance, (B) by giving a duty-to-retreat
instruction, (C) by refusing his requested spoliation instruction, and (D) by
denying his request for an on-site jury view of the scene. The State resists.
We address each argument in turn.
A. Motion to Continue. McKernan first challenges the denial of his
motion to continue. He asserts the trial court abused its discretion when it
enforced a speedy trial waiver deadline set a week before trial, arguing that
the lack of a continuance made it impossible to pursue core defense tools like
depositions, subpoenas, or experts. He also argues the district court abused
its discretion in denying a continuance because he did not meet trial counsel
in person until the day of trial, making the refusal to allow additional
8
preparation time unreasonable and effectively shifting the necessary work to
postconviction proceedings by inviting an ineffective-assistance claim.
The standard of review for a continuance issue is for abuse of
discretion. State v. Clark, 814 N.W.2d 551, 560 (Iowa 2012). “Continuances
are discouraged[] and may be granted only upon a showing of good and
compelling cause or when necessary to obtain substantial justice.” State v.
Melk, 543 N.W.2d 297, 300 (Iowa Ct. App. 1995) (cleaned up). “The decision
to grant or deny a motion for continuance rests in the sound discretion of the
trial judge” and that decision “will not be disturbed on appeal unless an
injustice has resulted.” State v. Artzer, 609 N.W.2d 526, 530 (Iowa 2000); see
also State v. Grimme, 338 N.W.2d 142, 144 (Iowa 1983); State v. Berenger, 161
N.W.2d 798, 802 (Iowa 1968).
We see no injustice to McKernan because the court had solid reasons
to deny the continuance given the number of continuances already granted,
and McKernan’s failure to waive speedy trial when offered an opportunity to
move the trial date again. By the time the motion was filed, the case had
already been continued repeatedly—eight times in total, most at McKernan’s
request—and this final request came on the eve of trial. Iowa courts routinely
uphold denials in exactly these circumstances: when a party seeks yet another
delay after multiple continuances, especially where the reasons could have
been raised earlier. Artzer, 609 N.W.2d at 531 (no abuse of discretion where
defendant sought continuance shortly before trial after earlier delays); State
v. Ware, 338 N.W.2d 707, 714 (Iowa 1983) (affirming denial where motion was
filed less than a week before trial and circumstances were foreseeable); State
v. Riser, No. 02-1933, 2003 WL 23005274, at *2 (Iowa Ct. App. Dec. 24,
2003) (continuance of trial date not justified when filed two days before trial
but alleged evidence known to defense earlier); State v. Teeters, 487
9
N.W.2d 346, 348 (Iowa 1992) (noting a trial court’s sense that a defendant
“wish[es] to delay” can support denial). And our courts have made clear that
“continuances will not be granted for want of defense preparation in the
absence of a showing of good excuse.” Van Hoff v. State, 447 N.W.2d 665,
669 (Iowa Ct. App. 1989). Here, McKernan makes little showing of good
cause for yet another continuance, arguing only that denying the request left
newly appointed trial counsel without enough time to finish investigation and
discovery, and that this set the case up for later postconviction claims. But
the substance of his argument is the same as what he raised before (through
counsel and on his own)—he wanted more depositions, more subpoenas, and
expert help, and he wanted more time to pursue them despite no evidence
that he had made any meaningful steps to do so since the court’s last
continuance.1 Given McKernan’s lack of action, any alleged detriment to
McKernan from the denial of his continuance motion was not unjust.
Finally, both McKernan and the State share an interest in a “speedy
and fair trial.” Artzer, 609 N.W.2d at 530; see also Iowa R. Crim. P. 2.33(2)
1
McKernan said he needed a continuance to do more discovery—get photos, take
depositions (the mayor, police chief, Salvation Army director, and the officer who went to
the trailer park), and measure distances in the pantry. But some of these witnesses would
not have relevant information, and the existing exhibits and testimony covered the layout
of the site and what conversation he had with the officer. Likewise, his four prior
appointed lawyers had plenty of time to pursue an expert and more investigation but chose
not to. In any event, the things McKernan says he was prevented from doing—deciding
what depositions to take, what subpoenas to issue, and whether to hire experts—are
routine trial-preparation and strategy decisions. Those calls generally belong to defense
counsel, not the defendant. See Iowa Ct. R. 32:1.2(a); McCoy v. Louisiana, 584 U.S. 414,
422 (2018). If McKernan believed counsel was mishandling decisions that mattered to
his defense, his remedy was to ask the court to appoint new counsel and then ask for a
good-cause continuance, not to just delay trial.
10
(requiring criminal prosecutions to be concluded as early as possible
consistent with a fair trial for both parties). And the court has broad
discretion to set pretrial deadlines. See Iowa R. Crim. P. 2.11(6). McKernan’s
claim that he missed the court’s deadline to file a speedy trial motion because
he was too tired or fell asleep is not a valid excuse. The court’s “hard
deadline” requiring the motion to be filed before the waiver’s one-year period
expired and denying a continuance was reasonable.
Overall, the trial court acted within its discretion in denying this
eleventh-hour motion to continue.
B. “Duty to Retreat” Instruction. Next, we address the jury
instruction on McKernan’s justification defense. Justification is a statutory
defense that permits a defendant to use reasonable force to defend himself or
herself from an imminent use of unlawful force. State v. Stallings, 541 N.W.2d
855, 857 (Iowa 1995). Before 2017, Iowa law generally expected a person to
first avoid using force if a safe alternative like retreat was available. State v.
Lorenzo Baltazar, 935 N.W.2d 862, 869–70 (Iowa 2019). But Iowa’s stand-
your-ground statute, Iowa Code section 704.1(3) (2023), now provides that a
person who is lawfully present and not engaged in unlawful activity has no
duty to retreat before using reasonable force.
McKernan argues the instruction was wrong because he had a right to
stand his ground when the patron and the other women confronted him. He
says the retreat instruction improperly told jurors his force against the patron
was unjustified if his disorderly conduct meant he was engaged in unlawful
activity, thus giving him a general duty to retreat before using force. He
contends there was no disorderly conduct because his remarks were
protected speech, not “fighting words,” and he didn’t intend to provoke
imminent lawless action. He adds that even if his remarks rose to disorderly
11
conduct, his use of the objectionable language wasn’t closely connected to
his later use of force. The State contends that there was sufficient evidence
to support the instruction because McKernan had to retreat if reasonably able
before using force “if he was committing disorderly conduct” and the First
Amendment does not protect the speech McKernan used. The State also
responds that any error was harmless because the jury had other independent
reasons to reject justification, and the record supports at least one of them.
We address each point below.
The parties agreed that our review of challenges to given jury
instructions is for correction of errors at law. State v. Thompson, 35 N.W.3d
569, 574 (Iowa 2026).
1. Abusive epithets or protected speech. At issue is the interplay between
defining disorderly conduct for the use of abusive language and the stand-
your-ground defense. Iowa Code section 723.4(3) makes it disorderly
conduct for a person to “[d]irect[] abusive epithets or make[] any threatening
gesture which the person knows or reasonably should know is likely to
provoke a violent reaction by another.” Arguably, Iowa Code section 723.4
regulates only language unprotected by the First Amendment—true threats
or fighting words—because it prohibits only those “abusive epithets . . . likely
to provoke a violent reaction by another.” See Gooding v. Wilson, 405 U.S.
518, 524–25 (1972); Cohen v. California, 403 U.S. 15, 20 (1971); Texas v.
Johnson, 491 U.S. 397, 409 (1989). McKernan argues the instruction should
not have been given because his remarks were not “fighting words.” He says
he was not trying to start a fight, and he meant only to complain, albeit
crudely, about how he was being treated. Thus, the question on appeal
becomes whether the record contained substantial evidence that his words,
12
taken in full context, fell within the narrow category of unprotected speech
the statute reaches such that a reasonable jury could find disorderly conduct.
First, the State presented evidence McKernan threatened to “choke
the life out of [the receptionist].” True threats are outside the bounds of
constitutional protection and are never free from criminal prosecution.
Counterman v. Colorado, 600 U.S. 66, 72 (2023); State v. Milner, 571 N.W.2d
7, 13–14 (Iowa 1997). That kind of language is exactly the sort of abusive,
inflammatory remark the disorderly-conduct statute is aimed at, so a jury
instruction addressing disorderly conduct would be entirely proper.
Although McKernan argues only one State witness—the first manager—
testified that he made that statement, and she arrived partway through the
encounter, his assertion was a factor the jury could consider. Because the
jury returned a general verdict, the record does not show whether the jury
found a true threat, relied on other abusive language, or made its decision on
some other theory of unlawful presence. For that reason, we also address
McKernan’s argument that his remaining statements were not “fighting
words.”
Unprotected by the First Amendment, “ʻ[f ]ighting words’ are those
personally abusive epithets which ʻby their very utterance inflict injury or
tend to incite an immediate breach of the peace.’” State v. Fratzke, 446
N.W.2d 781, 784 (Iowa 1989) (quoting Chaplinsky v. New Hampshire, 315
U.S. 568, 572 (1942)). “Fighting words” is a narrow class of words limited
only to “direct personal insult[s]” clearly “directed to the person of the
hearer” who is “actually or likely to be present.” Cohen, 404 U.S. at 20
(quoting Cantwell v. Connecticut, 310 U.S. 296, 309 (1940)); see also Johnson,
491 U.S. at 409. “[S]o long as a lawful purpose for the communication exists,
no language short of ʻfighting words’ may serve to defeat or criminalize the
13
sender’s message.” Fratzke, 446 N.W.2d at 785. Mere offensive, profane, or
even hateful language does not automatically constitute fighting words. But
if the language “is directed to inciting or producing imminent lawless
action,” it is unprotected. Id. at 784 (quoting Johnson, 491 U.S. at 409).
We apply an objective, context-driven inquiry and ask how a
reasonable person would understand the words in the setting in which they
were delivered and how that person would react. Id. at 784–85; see also
Milner, 571 N.W.2d at 14 (applying an objective standard to true threats).
Even though Iowa cases outside the “true threat” context are limited, they
point to several common-sense factors: whether it was a heated, face-to-face
confrontation, see Fratzke, 446 N.W.2d at 785; whether the parties had a bad
history, see State v. Teslik, No. 24-1045, 2025 WL 3654021, at *5 (Iowa Ct.
App. Dec. 17, 2025); whether the speaker was loud or especially aggressive,
particularly with repeated profanity, see id.; whether the remarks were
personal attacks on someone’s character, see Tim O’Neill Chevrolet, Inc. v.
Forristall, 551 N.W.2d 611, 617 (Iowa 1996); and whether the language was so
extreme that bystanders stepped in to intervene, see Teslik, 2025 WL
3654021, at *5.
Those same factors exist here and support a finding that McKernan’s
language amounted to abusive epithets. The evidence shows repeated,
targeted epithets directed at a specific employee during a heated, face-to-face
confrontation in a confined environment. Although McKernan denies
threatening to “choke the life out of [the receptionist],” he concedes he
repeatedly called the receptionist a “fucking bitch” and called her a “cunt”
at least once. These words were meant to personally demean the receptionist
because McKernan was “determined to correct her” for what he perceived
to be her “hating on [him] and sneering on [him], changing up the rules.”
14
The receptionist testified she was shaken by the confrontation. The
disturbance drew three employees from the back of the building, who
instructed McKernan to leave roughly six to twelve times. And bystanders
reacted strongly to this language: the victim testified she heard repeated use
of the “b-word” and that when she heard the “c-word,” “everyone kind of
snapped” and intervened. McKernan’s own testimony underscores how
extreme that word is even in this day and age—he avoided saying “cunt” in
court while freely repeating “fucking bitch.”
McKernan’s reliance on State v. Baccala, 163 A.3d 1 (Conn. 2017), is
misplaced. In that case, the defendant called a store manager a “fat ugly
bitch,” “cunt,” “fuck you, you’re not a manager,” and gesticulated with her
cane. Id. at 4. But the Connecticut court’s analysis on the totality of
circumstances turned heavily on who the target was. And here, unlike the
target in Baccala, the receptionist wasn’t a store manager with the power to
remove a disruptive customer or credibly threaten arrest. She was a front-
desk employee taking the brunt of a personal, face-to-face tirade.
Additionally, unlike McKernan, the defendant in that case left the store when
asked. McKernan, by contrast, refused to deescalate or end the confrontation
at any point.
If persuasive authority is considered, State v. Allcock, 857 A.2d 287
(Vt. 2004), is the closer analogue. There, the Vermont Supreme Court
upheld a disorderly conduct conviction under the “fighting words” doctrine
after the defendant went into a food pantry, targeted one employee, accused
her of having “crabs” and sleeping with the defendant’s ex-husband, and
then launched repeated, graphic insults at the employee by calling the
employee a “bitch,” telling her to “go fuck yourself,” and cursing out the
pantry staff generally. Id. at 288. The outburst escalated when she threw
15
books and a box of bread, told the employee to “stick it up your ass,” and
dared staff to “call the fucking police.” Id. On appeal, the defendant argued,
as McKernan does here, that the words couldn’t be “fighting words” because
the target never testified she felt threatened or ready to fight. Id. at 289. The
court rejected that approach, reiterating that the question is not whether this
particular employee felt like fighting, but whether an average person in that
setting could reasonably be provoked into an immediate violent reaction. Id.
Given the targeted, extremely vulgar personal attacks and the disruptive,
aggressive behavior that upset other patrons at the food pantry, the evidence
supported the finding that the words were likely to provoke a breach of the
peace.2 Id.
2
Other courts have likewise found “fighting words” on comparable facts to the
case here, especially when that language is repeatedly uttered, made in the presence of
bystanders, accompanied by other aggressive behavior, or extremely confrontational
towards a single individual. See, e.g., City of Landrum v. Sarrat, 572 S.E.2d 476 (S.C. Ct.
App. 2002) (yelling profanities between calling a man’s mother a “bitch” and calling the
man a crackhead to their faces were unprotected fighting words); Tucker v. State, 504
S.E.2d 250 (Ga. Ct. App. 1998) (making highly sexualized comments to female bartender
and shouting, “these f---ing c--nts in here, I don’t care what they think, I can say whatever
I want” “f---in,” “f--- you,” were unprotected fighting words); City of Little Falls v.
Witucki, 295 N.W.2d 243 (Minn. 1980) (warning “I let you slip once too many times, I’m
not going to let you slip again” before telling a bartender to “get fucked” and calling her a
“black-haired witch,” a “cocksucker,” and a “son-of-a-bitch” when told to take a cat
outside were unprotected fighting words); State v. Baertsch, 571 P.3d 659 (Mont. 2025)
(man calling his girlfriend a “stupid bitch” and “dumb cunt” constituted profane or
abusive language for purposes of the disorderly conduct statute); City of Billings v.
Oltrogge, No. 13-0517, 2014 WL 1494528 (Mont. Apr. 14, 2014) (flipping off a child, saying
“fuck you,” and calling the child an ethnic slur were inherently inflammatory acts and fell
within the fighting words doctrine).
16
In any event, both Baccala and Allcock apply an objective standard to
their analysis of the relevant language and the context under which it
occurred. Likewise, the question in this case is not whether the receptionist
was personally prone to react with violence or whether McKernan
subjectively meant only to “make a point,” as McKernan urges us to find.
The inquiry is instead how a reasonable person would understand
McKernan’s words and be likely to react. McKernan’s claimed lack of intent
to provoke a breach of the peace is immaterial; what matters is that others
found his language threatening and alarming. See State v. Cramer, No. 09-
0957, 2010 WL 2925127, at *3 (Iowa Ct. App. July 28, 2010) (“Even if the
defendant had a legitimate purpose in writing to [the target] to express his
feelings, this right does not include expressing his feelings in a manner
intended to threaten, intimidate, or cause alarm.”).
Using an objective standard, McKernan’s statements were not stray,
one-off epithets intended for emphasis or to merely make a point. While
modern society tolerates much more profanity and objectionable language
than in the days of Chaplinsky, the problem with McKernan’s language lies
in the fact that his ongoing tirade against the receptionist was so severe that
individuals in other parts of the building heard it and felt the need to
intervene. Similarly, McKernan refused to disengage from the encounter at
any point, greatly increasing the likelihood that he would provoke a violent
reaction by another. And if McKernan’s recounting of events is correct, his
language prompted at least one individual into attacking him, which itself
would be inciting a breach of the peace sufficient to allow a jury to infer
disorderly conduct.
17
Our review of the law and record supports giving the instruction and
letting the jury decide whether McKernan committed disorderly conduct by
uttering “abusive epithets.”
2. “Germane” to the subsequent use of force. McKernan next argues that
even if his words were not protected speech, his use of this language was not
“germane”—that is, closely connected—to his later use of force against the
patron, relying on the Iowa Supreme Court’s decision in Lorenzo Baltazar.
There, the court held that the defendant’s unlawful possession of a handgun
constituted “illegal activity” that defeated Iowa’s new stand-your-ground
law where the handgun was the murder weapon, but the court declined to
decide whether the statute always requires the illegal activity to be connected
to the resulting use of force to generate a duty to retreat. Lorenzo Baltazar,
935 N.W.2d at 871. McKernan argues that it does. On that view, he contends
the district court should not have given a duty-to-retreat instruction in this
case because a person committing disorderly conduct by using “fighting
words” would not reasonably anticipate the kind of attack he claims the
victim initiated, and thus any ensuing self-defense would be unrelated to the
underlying disorderly conduct. We disagree.
First, the stand-your-ground statute, Iowa Code section 704.1(3),
contains no “germaneness” requirement. See Iowa Code § 704.1(3) (“A
person who is not engaged in illegal activity has no duty to retreat from any
place where the person is lawfully present before using force as specified in
this chapter.”). Its plain language requires retreat whenever the defendant is
engaged in illegal activity, which arguably encompasses all illegal activity and
not just illegal activity connected to the use of force. Second, even assuming
arguendo that a germaneness nexus is required, it is satisfied here. The
record shows that the confrontation culminating in the shove flowed directly
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from McKernan’s verbal barrage. On this sequence, his disorderly conduct
was both the but-for and proximate cause of the resulting physical encounter.
Third, fighting words, by their very nature, are an “invitation to exchange
fisticuffs.” Johnson, 491 U.S. at 409. Taking McKernan’s argument to its
logical end would produce an incongruous result: a speaker could provoke a
volatile confrontation through unprotected fighting words and still claim no
duty to retreat on the theory that the ensuing violence was an unforeseeable
escalation from the confrontation his words ignited.
Again, our review of the law and record supports giving the jury a duty-
to-retreat instruction that included a disorderly conduct theory.
3. Sufficient evidence of other types of unlawful presence. Finally, we turn
to one final point made by the State. The State argues that we must affirm
the conviction because the jury could have found McKernan guilty on any
one of the instructed theories. We agree.
This jury returned a general verdict, which is a verdict where the jury
simply declares the prevailing party without providing a factual basis for its
decision. Iowa Code section 814.28 provides that when the State submits
multiple or alternative theories to prove an offense and the jury returns a
general verdict, an appellate court may not reverse the verdict based on a
defective or insufficient theory so long as at least one theory described in the
jury instructions is supported by sufficient evidence. The jury in this case
was instructed on multiple theories for finding McKernan’s assault was not
justified, including unlawful presence with an ability to retreat, engagement
in disorderly conduct with an ability to retreat, and lack of a reasonable belief
that force was necessary. The jury returned a general guilty verdict without
specifying which theory it accepted, and the record contains sufficient
evidence to support at least one of the submitted theories. For example, the
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jury had enough evidence to find McKernan could not reasonably believe
force was necessary: every witness aside from McKernan himself said the
victim did not touch the defendant before he pushed her. And even ignoring
the weight of the witnesses’ testimony, the jury just as readily could have
found that he was trespassing at the time of the assault: the record is replete
with instances where McKernan was told to leave the Salvation Army but
chose to remain unlawfully present. Thus, notwithstanding our finding on
the disorderly conduct instruction, we would still be required to affirm the
trial court on this matter.
C. Spoliation Instruction. McKernan next argues that the trial court
erred when it declined to instruct the jury on spoliation of evidence. He
contends that the trial court made an improper threshold determination on
whether a jury could find that evidence had been destroyed.
“We generally review a district court’s refusal to give a requested jury
instruction for errors at law; however, if the jury instruction is not required
but discretionary, we review for an abuse of discretion.” State v. Brown, 32
N.W.3d 774, 777 (Iowa 2026) (cleaned up). Spoliation instructions, by virtue
of their nature as a form of discovery sanction, are discretionary and review
is therefore for abuse of discretion. Alcala v. Marriott Int’l, Inc., 880
N.W.2d 699, 707 (Iowa 2016). Thus, the trial court’s refusal to give a
spoliation instruction will be reversed only if its decision was unreasonable
or untenable. State v. Wilson, 878 N.W.2d 203, 210–11 (Iowa 2016).
By its nature, spoliation is the intentional destruction of evidence.
State v. Langlet, 283 N.W.2d 330, 333 (Iowa 1979). Any inference of
spoliation “should be utilized prudently and sparingly.” Phillips v. Covenant
Clinic, 625 N.W.2d 714, 720 (Iowa 2001). As a result, a trial court will give a
spoliation instruction only once a moving party shows by substantial evidence
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that the “(1) evidence exists, (2) it is in the possession or under the control
of the State, (3) it would have been admissible at trial, and (4) the State
intentionally destroyed the evidence.” State v. Hartsfield, 681 N.W.2d 626,
631 (Iowa 2004).
We find no abuse of discretion by the trial court in this case when it
declined to give a spoliation instruction. We need look no further than to
question whether this evidence existed in the first place. As stated, it is the
burden of the moving party to generate a jury question by showing that the
evidence existed by substantial evidence. See id. Substantial evidence means
evidence sufficient to convince a reasonable mind to accept it as adequate to
reach a conclusion. State v. Davis, 988 N.W.2d 458, 466 (Iowa Ct.
App. 2022). So to justify a spoliation instruction, McKernan needed to point
to record evidence from which a reasonable juror could conclude that photos
were actually taken and existed as real items that could be preserved and later
destroyed. But the record doesn’t get there. All that exists in this record is
testimony about what an officer said he intended to do, generalized “best
practices” about what officers often do in other investigations, and
McKernan’s disputed account that photos were taken. That mix may raise
an inference, but it does not amount to substantial evidence that the photos
were actually created. Given that gap, the court reasonably concluded that a
spoliation instruction would invite the jur