United States v. Nelson
CourtCourt of Appeals for the Armed Forces
Date FiledOctober 8, 2026
Docket26-0059/AF
StatusPublished
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Full Opinion
This opinion is subject to revision before publication.
UNITED STATES COURT OF APPEALS
FOR THE ARMED FORCES
_______________
UNITED STATES
Appellee
v.
Onetera G. Nelson, Staff Sergeant
United States Air Force, Appellant
No. 26-0059
Crim. App. No. 24042
Argued April 29, 2026—Decided October 8, 2026
Military Judge: David M. Cisek
For Appellant: Lieutenant Colonel Luke D. Wilson
(argued); Lieutenant Colonel Allen S. Abrams.
For Appellee: Major Vanessa Bairos (argued); Colonel
Matthew D. Talcott and Mary Ellen Payne, Esq. (on brief).
Amicus Curiae in Support of Appellant: Philip D. Cave,
Esq., Ann Ching, Esq., Brenner Fissell, Esq., Jason S.
Grover, Esq., Frankin D. Rosenblatt, Esq., and James A.
Young, Esq., (on behalf of the National Institute of
Military Justice).
Judge HARDY delivered the opinion of the Court, in
which Chief Judge MAGGS, Judge SPARKS, and
Judge JOHNSON joined. Judge OHLSON filed a
separate dissenting opinion.
_______________
United States v. Nelson, No. 26-0059/AF
Opinion of the Court
Judge HARDY delivered the opinion of the Court.
Appellant was a public health technician at Tyndall Air
Force Base, Florida, whose duties required her to inspect
food facilities and file inspection reports. When Appellant
failed to complete her assigned tasks, the Government
charged her with three specifications of negligent derelic-
tion of duty, in violation of Article 92, Uniform Code of Mil-
itary Justice (UCMJ), 10 U.S.C. § 892, and two specifica-
tions of making false official statements in violation of
Article 107, UCMJ, 10 U.S.C. § 907. 1
At Appellant’s court-martial, after the presentation of
evidence, the military judge convened an Article 39(a) ses-
sion 2 and outlined the findings instructions he intended to
present to the panel. He asked each party whether they
had any objections to the instructions. The Government
and trial defense counsel responded in the negative. He
then asked if either counsel had any proposed additions to
the instructions. Both counsel responded that they had
none. The military judge then ordered a thirty-minute re-
cess for the parties to review the instructions in written
form. After the recess, the military judge reconvened the
Article 39(a) session and asked again whether there were
any objections to the instructions. Both Government and
trial defense counsel reiterated that they had no objections.
The panel convicted Appellant, contrary to her pleas, of two
specifications of dereliction of duty under Article 92,
UCMJ. 3 The United States Air Force Court of Criminal Ap-
peals (AFCCA) affirmed.
1 Unless otherwise noted, all references in this opinion to the
UCMJ and the Rules for Courts-Martial (R.C.M.) are to the
Manual for Courts-Martial, United States (2019 ed.) (MCM).
2 See Article 39(a), UCMJ, 10 U.S.C. § 839(a) (authorizing
military judges to conduct hearings outside the presence of the
members for certain purposes).
3 Appellant was found not guilty of another specification of
negligent dereliction of duty, in violation of Article 92, UCMJ;
and two specifications of making false official statements, in vi-
olation of Article 107, UCMJ.
2
United States v. Nelson, No. 26-0059/AF
Opinion of the Court
We granted review to determine whether trial defense
counsel’s statements—affirmatively declining to object to
the instructions and offering no additional instructions—
waived Appellant’s claim that the military judge erred by
failing to instruct sua sponte on the defense of ineptitude.
We find that, under this Court’s precedent in United States
v. Davis, 79 M.J. 329 (C.A.A.F. 2020), Appellant’s affirma-
tive responses waived all objections to the military judge’s
findings instructions, including instructions that are
within a military judge’s sua sponte duties. We therefore
affirm the decision of the AFCCA.
I. Background
In early 2023, Appellant, a staff sergeant (E-5), was as-
signed to be the Community Health Noncommissioned Of-
ficer in Charge (NCOIC) of Community Health at Tyndall
Air Force Base, Florida. A few months later, Appellant’s
supervisor, a technical sergeant (E-6), returned from ma-
ternity leave and took over Appellant’s role as the NCOIC
of Community Health. Appellant became the NCOIC of the
Food and Public Facility Sanitation, a division within Com-
munity Health. In her new role, Appellant’s responsibili-
ties included inspecting food facilities and filing inspection
reports in various electronic and hard copy filing systems.
After Appellant’s supervisor returned, she identified
multiple missing reports and improperly closed inspections
in Appellant’s files. To address the missing reports, the su-
pervisor emailed Appellant asking her to update the files.
Appellant felt “badger[ed]” and “micromanaged” by her su-
pervisor and admitted to her flight chief that the conflict
with her supervisor was the reason Appellant was not com-
pleting her work. Appellant asked her leadership to remove
her supervisor from the unit. As a result of her conduct, the
Government charged Appellant with three specifications of
negligent dereliction of duty in violation of Article 92,
UCMJ, and two specifications of making false official state-
ments in violation of Article 107, UCMJ.
At Appellant’s court-martial, after the presentation of
evidence, the military judge called an Article 39(a) session
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United States v. Nelson, No. 26-0059/AF
Opinion of the Court
and asked both parties to review his findings instructions.
The military judge and counsel engaged in the following
colloquy:
[Military Judge]: Does either side have any objec-
tion to [the draft] instructions? Trial Counsel?
[Government Counsel]: No, Your Honor.
[Military Judge]: Defense Counsel?
[Trial Defense Counsel]: No, sir.
[Military Judge]: What other instructions do the
parties request? Trial Counsel?
[Government Counsel]: None, sir.
[Trial Defense Counsel]: No additional instruc-
tions, sir.
The military judge then recessed the court for thirty
minutes to provide the parties an opportunity to “fully re-
view” the instructions. After the recess, the military judge
and counsel engaged in the following exchange:
[Military Judge]: . . . Counsel, have you all had an
opportunity to fully review [the findings instruc-
tions]? Trial counsel?
[Government Counsel]: Yes, Your Honor.
[Trial Defense Counsel]: Yes, Your Honor.
[Military Judge]: Any objections to [the findings
instructions]? Trial Counsel?
[Government Counsel]: No, Your Honor.
[Military Judge]: Defense Counsel?
[Trial Defense Counsel]: No, Your Honor.
The military judge proceeded to instruct the panel mem-
bers with no objections from either party.
A panel with enlisted representation sitting as a gen-
eral court-martial convicted Appellant, contrary to her
pleas, of two specifications of dereliction of duty in violation
of Article 92, UCMJ. 4 The panel acquitted Appellant of all
4 The panel convicted Appellant for “fail[ure] to update facil-
ity folders on the office shared drive,” (Charge I, Specification 2),
4
United States v. Nelson, No. 26-0059/AF
Opinion of the Court
other offenses, and the military judge sentenced Appellant
to a reprimand. The convening authority took no action on
the findings or the sentence and issued the language of the
reprimand.
On appeal before the AFCCA, Appellant argued that
the military judge erred by failing to instruct the members
on the defense of ineptitude. Because trial defense counsel
had presented evidence that Appellant’s declining mental
health affected her performance, Appellant argued that:
(1) the ineptitude defense was reasonably raised; (2) inept-
itude is an affirmative defense of dereliction of duty; and
(3) the military judge therefore had a sua sponte duty to
instruct on it. Appellant further argued that any purported
waiver was not done intelligently, because trial defense
counsel did not know that ineptitude was a valid defense.
The AFCCA affirmed Appellant’s conviction. United
States v. Nelson, No. ACM 24042, 2025 CCA LEXIS 483, at
*10-11, 2025 WL 2993424, at *4 (A.F. Ct. Crim. App. Oct.
24, 2025) (unpublished). The lower court held that under
Davis, 79 M.J. at 331, trial defense counsel’s repeated re-
sponse of no objections and failure to request additional in-
structions was an affirmative waiver of any objection to the
findings instructions. 2025 CCA LEXIS 483, at *10, 2025
WL 2993424, at *4. The AFCCA acknowledged that its
holding directly contradicts the recent decision of the
United States Army Court of Criminal Appeals (ACCA) in
United States v. Coley, No. ARMY 20220231, 2024 CCA
LEXIS 127, 2024 WL 1341003 (A. Ct. Crim. App. Mar. 13,
2024) (unpublished), aff’d on other grounds, 86 M.J. 134
(C.A.A.F. 2025), which held that Davis does not apply to
affirmative defense instructions that a military judge is re-
quired to raise sua sponte. 2025 CCA LEXIS 483, at *8-9,
2025 WL 2993424, at *3.
We granted review of the following issue:
and “fail[ure to . . . mark[] five inspections as complete” (Charge
I, Specification 3).
5
United States v. Nelson, No. 26-0059/AF
Opinion of the Court
Whether the defense counsel’s mere failure to ob-
ject when the military trial judge does not execute
his sua sponte duty to instruct on all reasonably
raised defenses amounts to an affirmative waiver
of the right to have a panel instructed on all rea-
sonably raised defenses.
United States v. Nelson, 87 M.J. 66 (C.A.A.F. 2026) (order
granting review).
II. Standard of Review
This Court reviews whether a military judge failed to
give a mandatory instruction de novo. United States v.
Lewis, 65 M.J. 85, 87 (C.A.A.F. 2007). We also review
whether an accused has waived an issue de novo. United
States v. Malone, 86 M.J. 297, 301 (C.A.A.F. 2026).
III. Discussion
The President defines an affirmative defense (also
known as a special defense) as one which, “although not
denying that the accused committed the objective acts con-
stituting the offense charged, denies, wholly or partially,
criminal responsibility for those acts.” R.C.M. 916(a). Re-
latedly, R.C.M. 920(e)(3) requires military judges to in-
struct the members on any affirmative defense that is “in
issue” in the case. An affirmative defense is “in issue” when
“some evidence, without regard to its source or credibility,
has been admitted upon which members might rely if they
choose.” R.C.M. 920(e) Discussion. Under this standard, an
accused is entitled to an instruction on an affirmative de-
fense when “ ‘there exists evidence sufficient for a reasona-
ble jury to find in [the accused’s] favor.’ ” United States v.
Schumacher, 70 M.J. 387, 389 (C.A.A.F. 2011) (alteration
in original) (quoting Mathews v. United States, 485 U.S. 58,
63 (1988)).
In the context of findings instructions:
A mere failure to object to an instruction or to
omission of an instruction before the members
close to deliberate constitutes forfeiture. But,
when counsel affirmatively decline[s] to object
and offer[s] no additional instructions, counsel ex-
pressly and unequivocally acquiesce[s] to the
6
United States v. Nelson, No. 26-0059/AF
Opinion of the Court
military judge’s instructions, and his actions thus
constitute waiver. While we review forfeited is-
sues for plain error, we cannot review waived is-
sues at all because a valid waiver leaves no error
for us to correct on appeal.
United States v. Rich, 79 M.J. 472, 475-76 (C.A.A.F. 2020)
(alterations in original) (footnote omitted) (internal quota-
tion marks omitted) (citations omitted).
An express waiver is an “intentional relinquishment or
abandonment of a known right” and occurs through “af-
firmative action by the accused or accused’s counsel.”
Malone, 86 M.J. at 301 (internal quotation marks omitted)
(quoting United States v. Gladue, 67 M.J. 311, 313
(C.A.A.F. 2009)). Such affirmative action may occur “when
a trial defense counsel states that there is ‘no objection’ to
a proposed course of legal action” or when a party seeks
“[n]o changes” to a military judge’s instructions. Id. at
301-02 (quoting Davis, 79 M.J. at 330-32). Whether there
has been an “intelligent waiver . . . must depend, in each
case, upon the particular facts and circumstances sur-
rounding that case.” Id. at 302 (alteration in original) (in-
ternal quotation marks omitted) (quoting United States v.
Elespuru, 73 M.J. 326, 328 (C.A.A.F. 2014)).
A. Ineptitude
As relevant here, the Government charged Appellant
with three specifications of negligent dereliction of duty, in
violation of Article 92, UCMJ. 5 The President has articu-
lated the following three elements for this offense: (1) that
the accused had certain duties; (2) that the accused knew
or reasonably should have known of the duties; and (3) that
the accused was derelict in the performance of those duties
through neglect. MCM pt. IV, para. 18.b.(3). In the expla-
nation for this offense, the President makes the following
statement:
5 Article 92(3), UCMJ, states that any servicemember who
“is derelict in the performance of his duties . . . shall be punished
as a court-martial may direct.”
7
United States v. Nelson, No. 26-0059/AF
Opinion of the Court
Ineptitude. A person is not derelict in the perfor-
mance of duties if the failure to perform those du-
ties is caused by ineptitude rather than by willful-
ness, negligence, or culpable inefficiency, and may
not be charged under this article, or otherwise
punished. For example, a recruit who has tried
earnestly during rifle training and throughout
record firing is not derelict in the performance of
duties if the recruit fails to qualify with the
weapon.
Id. para. 18.c.(3)(d).
Relying primarily on this definition and the definition
of “affirmative defense” provided in R.C.M. 916, the Gov-
ernment argues that ineptitude is not an affirmative de-
fense. Because ineptitude negates the third element of the
offense—whether the accused was derelict in the perfor-
mance of her duties through neglect—the Government ar-
gues that an accused who is inept cannot also be derelict.
For example, the recruit who trains earnestly but still fails
to qualify with his rifle is not derelict in the performance of
his duties. An affirmative defense, in the Government’s
view, is one by which the accused concedes that the evi-
dence proves all the elements of the offense but offers a le-
gally sufficient justification that prevents criminal liability
from attaching.
Appellant counters that ineptitude is an affirmative de-
fense. She argues that ineptitude explains an accused ser-
vicemember’s negligent dereliction of duties rather than
negates it. But even if the Court disagrees and concludes
that ineptitude is not an affirmative defense, Appellant ar-
gues that this Court eliminated any legal distinction be-
tween substantive defenses—i.e., defenses that disprove el-
ements of the offense—and affirmative defenses in
Willenbring v. Neurauter, 48 M.J. 152, 176 (C.A.A.F. 1998).
Appellant argues that after Willenbring, substantive de-
fenses are just a subcategory of the broader category of af-
firmative defenses. Thus, R.C.M. 920(e)(3)’s mandate for
military judges to instruct the members on all affirmative
defenses that are “in issue” applies equally to all defenses,
including the defense of ineptitude.
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United States v. Nelson, No. 26-0059/AF
Opinion of the Court
Solely for the purpose of deciding this case, we as-
sume—without deciding—that the defense of ineptitude is
an affirmative defense that was reasonably raised by Ap-
pellant during her court-martial. Accordingly, we further
assume that the military judge had a sua sponte duty un-
der R.C.M. 920(e)(3) to instruct the members on the de-
fense of ineptitude.
B. Davis and Mandatory Instructions
To resolve this case, we must first determine whether
this Court’s decision in Davis applies to instructions that
military judges have a sua sponte duty to provide, includ-
ing instructions on reasonably raised affirmative defenses.
The ACCA and AFCCA have come to different conclusions
on this question.
In Coley, the ACCA declined to apply Davis. 2024 CCA
LEXIS 127, at *10, 2024 WL 1341003, at *3. It reasoned
that because Coley involved an affirmative defense instruc-
tion, it fell outside the issue presented to this Court in Da-
vis. Id. at *10-11, 2024 WL 1341003, at *3. The ACCA
viewed the critical question not as whether the appellant
waived the issue, but instead as whether the military judge
failed in his sua sponte duty to provide the affirmative de-
fense instruction to the panel. Id. at *11, 2024 WL 1341003,
at *4.
In the present case, the AFCCA disagreed with the
ACCA’s application of Davis. The AFCCA reasoned that
R.C.M. 920(e), which lists the required instructions a mili-
tary judge must provide to panel members, does not distin-
guish between instructions arising from a military judge’s
sua sponte duties and other instructions. Nelson, 2025
CCA LEXIS 483, at *8, 2025 WL 2993424, at *3. Instead,
the AFCCA concluded that required instructions “should
be given regardless of whether they are properly requested
by a party or given by a military judge, sua sponte.” Id.,
2025 WL 2993424, at *3. The AFCCA further reasoned that
an instruction on an affirmative defense is no more man-
datory than an instruction on the elements of an offense,
which this Court held was waived in Davis. Id. at *8-9,
9
United States v. Nelson, No. 26-0059/AF
Opinion of the Court
2025 WL 2993424, at *3. If mandatory instructions on an
element of an offense can be waived, the AFCCA concluded
that instructions on reasonably raised affirmative defenses
can also be waived, and that trial defense counsel’s failure
to object or offer additional findings instructions qualified
as waiver under Davis. Id. at *10, 2025 WL 2993424 at *4.
We agree with the AFCCA and find that Davis applies
to all findings instructions. In Davis, because the appellant
did not merely fail to object but “affirmatively declined to
object to the military judge’s instructions and offered no
additional instructions,” the Court concluded that the ap-
pellant had “ ‘expressly and unequivocally acquiesc[ed]’ to
the military judge’s instructions.” 79 M.J. at 332 (quoting
United States v. Smith, 2 C.M.A. 440, 442, 9 C.M.R. 70, 72
(1953)). Accordingly, the appellant had “waived all objec-
tions to the instructions, including in regard to the ele-
ments of the offense.” Id. (emphasis added). This Court’s
express use of the word “all” rebuts Appellant’s argument
that Davis only applies to certain types of instructions.
Furthermore, we agree with the AFCCA that there is
no basis for distinguishing between instructions on affirm-
ative defenses and other mandatory instructions. This
Court has repeatedly held that affirmative defenses can be
waived. See United States v. Gutierrez, 64 M.J. 374, 377
(C.A.A.F. 2007) (holding that appellant waived the affirm-
ative defense of mistake of fact to the offense of assault);
United States v. Barnes, 39 M.J. 230, 233 (C.M.A. 1994) (“A
right to an instruction on an affirmative defense which is
reasonably raised by the evidence . . . . can only be affirm-
atively waived.”). 6 And as the AFCCA noted below, “[t]he
instructional error waived in Davis concerning an element
of the offense is no less essential than an instruction on an
affirmative defense, especially given that elements of an
offense must always be instructed upon, whereas affirma-
tive defense instructions are only required when raised by
6 Appellant also conceded at oral argument that an accused
may waive her right to object to an instructional error that a
military judge otherwise has a sua sponte duty to give.
10
United States v. Nelson, No. 26-0059/AF
Opinion of the Court
the evidence.” Nelson, CCA LEXIS 483, at *8-9, 2025 WL
2993424, at *3.
For these reasons, we conclude that the affirmative
waiver in Davis applies to all instructions, including af-
firmative defense instructions within a military judge’s sua
sponte duty.
C. Waiver
In this case, on three separate occasions, the military
judge presented trial defense counsel with an opportunity
to object or offer additional findings instructions. Trial de-
fense counsel responded in the negative each time, stating
“No, sir,” “No additional instructions, sir,” and “No, Your
Honor.” Trial defense counsel’s affirmative statements are
indistinguishable from those given by the trial defense
counsel in Davis—“No changes, sir” and “No, Your
Honor”—when asked the same questions by the military
judge. 79 M.J. at 331 (internal quotation marks omitted).
As the Court concluded in Davis, these affirmative re-
sponses indicate that trial defense counsel “expressly and
unequivocally acquiesc[ed]” to the military judge’s instruc-
tions. Id. at 332 (internal quotation marks omitted) (cita-
tion omitted). Consequently, Appellant affirmatively
waived any objection to the military judge’s proposed in-
structions. Id.
Appellant argues that any potential waiver in this case
was not done intelligently because trial defense counsel “ei-
ther did not know or did not understand that, despite rais-
ing facts of the defense throughout trial, he was actually
presenting the defense of ineptitude.” In other words, Ap-
pellant maintains that any waiver was not an affirmative
waiver because it was not made knowingly. We find this
argument difficult to reconcile with Appellant’s simultane-
ous argument that “[t]he defense’s entire theory revolved
around Appellant’s inability to function at a higher level
and accomplish her duties” due to her mental health issues.
As Appellant states in her brief, “trial defense consistently
presented the theory of ineptitude from a pretrial motion
for a mental examination, through voir dire, into the
11
United States v. Nelson, No. 26-0059/AF
Opinion of the Court
cross-examination of the Government’s witnesses, into di-
rect examination of Appellant herself, and culminating in
a closing argument that argued Appellant was inept.”
Given Appellant’s own characterization of her defense, we
are not persuaded that Appellant’s defense counsel was not
aware of the defense of ineptitude.
Given the similarity of these facts to those in Davis, we
find no factual or legal grounds for concluding that Davis
does not control the outcome here. Because trial defense
counsel affirmatively declined to object to or add to the
findings instructions on three separate occasions, Appel-
lant expressly waived and relinquished any claim regard-
ing those instructions.
IV. Judgment
The judgment of the United States Air Force Court of
Criminal Appeals is affirmed.
12
United States v. Nelson, No. 26-0059/AF
Judge OHLSON, dissenting.
As will be shown, the defense of “ineptitude” is a “spe-
cial defense” as provided for under Rule for Courts-Mar-
tial (R.C.M.) 916(a). 1 Therefore, pursuant to R.C.M.
920(e)(3), a military judge has a sua sponte duty to in-
struct panel members on this defense if it is reasonably
raised by the evidence adduced at trial—as it was here. 2
This duty is imposed on the military judge by the MCM,
and thus, is independent of any request for instructions
made by trial defense counsel. Accordingly, in cases such
as this one where the military judge errs by failing to give
the required instruction on ineptitude, it cannot be said
that typical waiver principles apply merely because the ac-
cused did not ask for such an instruction. Because the ma-
jority reaches the opposite conclusion, Nelson, __ M.J. at __
(11-12), I respectfully dissent.
As the majority explains, Appellant was convicted of vi-
olating Article 92(3), Uniform Code of Military Justice
(UCMJ), 10 U.S.C. § 892(3) (2018). This article punishes
anyone who “is derelict in the performance of his [or her]
duties.” Id. However, the MCM “also delineates the defense
of ineptitude,” and this Court has “acknowledged [that an
ineptitude defense] . . . exist[s] with respect to [a derelic-
tion] offense.” United States v. Powell, 32 M.J. 117, 120
(C.M.A. 1991) (first citing MCM pt. IV, para. 16.c.(3)(d)
(1984 ed.); and then citing United States v. Kelchner, 16
C.M.A. 27, 29, 36 C.M.R. 183, 185 (1966)). Indeed, the Pres-
ident has recognized:
A person is not derelict in the performance of du-
ties if the failure to perform those duties is caused
by ineptitude rather than by willfulness,
1 All references to the R.C.M. are to the Manual for Courts-
Martial, United States (2019 ed.) (MCM) unless otherwise noted.
2 The majority assumes these points without deciding them.
(“Solely for the purpose of deciding this case, we assume—
without deciding—that the defense of ineptitude is an
affirmative defense that was reasonably raised by Appellant
during her court-martial. Accordingly, we further assume that
the military judge had a sua sponte duty under R.C.M. 920(e)(3)
to instruct the members on the defense of ineptitude.”) United
States v. Nelson, __ M.J. __, __ (9) (C.A.A.F. 2026).
United States v. Nelson, No. 26-0059/AF
Judge OHLSON, dissenting
negligence, or culpable inefficiency, and may not
be charged under this article, or otherwise pun-
ished. For example, a recruit who has tried ear-
nestly during rifle training and throughout record
firing is not derelict in the performance of duties
if the recruit fails to qualify with the weapon.
MCM pt. IV, para. 18.b.(3)(d) (2019 ed.).
Importantly, ineptitude is not just a general defense—
it is a “special defense.” That is because R.C.M. 916(a) de-
fines special defenses as those “which, although not
denying that the accused committed the objective acts
constituting the offense charged, den[y], wholly or
partially, criminal responsibility for those acts,” and
the defense of ineptitude precisely fits this definition. 3
Having demonstrated that ineptitude is a special de-
fense, R.C.M. 920(e)(3) now comes into play. In pertinent
part, this rule states as follows: “Required instructions. In-
structions on findings shall include . . . [a] description of
any special defense under R.C.M. 916 in issue.” (Second and
third emphasis added.) Thus, R.C.M. 920(e)(3) squarely
places this mandatory obligation on the military judge.
In the instant case, the defense essentially conceded at
trial that Appellant failed to fulfill her duties. However, as
Appellant notes in her brief, “trial defense [also]
consistently presented the theory of ineptitude from a
pretrial motion for a mental examination, through voir
dire, into the cross-examination of the Government’s
witnesses, into direct examination of Appellant herself,
and culminating in a closing argument that argued
Appellant was inept.” Although trial defense counsel did
not use the term “ineptitude,” the record otherwise
supports this characterization of the defense approach at
trial.
3 Although ineptitude is not specifically listed in the rule,
“R.C.M. 916 provides an illustrative rather than an exhaustive
list of defenses.” United States v. MacDonald, 73 M.J. 426, 428,
435 (C.A.A.F. 2014) (holding “the military judge had a sua
sponte duty to instruct” on involuntary intoxication despite it
not being enumerated in R.C.M. 916).
2
United States v. Nelson, No. 26-0059/AF
Judge OHLSON, dissenting
Because Appellant adequately raised the inepti-
tude special defense at trial, the military judge had a
sua sponte duty under R.C.M. 920(e)(3) to instruct the
panel members on the defense. However, the military judge
failed to do so. He also did not raise the topic with Appel-
lant. 4 Appellant’s failure to request the instruction did not
absolve the military judge of the duty imposed on him by
the MCM. In other words, it cannot be said that waiver ap-
plies here merely because Appellant did not ask for an in-
struction that the military judge was already required to
give.
The granted issue in this case reads as follows:
“Whether the defense counsel’s mere failure to object when
the military trial judge does not execute his sua sponte
duty to instruct on all reasonably raised defenses amounts
to an affirmative waiver of the right to have a panel in-
structed on all reasonably raised defenses.” United States
v. Nelson, 87 M.J. 66 (C.A.A.F. 2026) (order granting re-
view). I believe the correct answer to this query is, “No.” In
concluding otherwise, the majority relies heavily on United
States v. Davis, 79 M.J. 329 (C.A.A.F. 2020). Nelson, __
M.J. at __, __ (3, 9-12). However, I believe Davis and the
instant case are distinguishable in a key respect.
In Davis, the military judge had a sua sponte
responsibility to instruct the panel members regarding
what the government needed to prove in order to secure a
conviction under Article 120c(a)(2), UCMJ, 10 U.S.C.
§ 920c(a)(2) (2012). The military judge did give such an
instruction. 79 M.J. at 330. Moreover, “the military judge
asked whether the defense had any objections [to this
instruction] or requests for additional instructions. . . .
[T]he defense counsel answered. ‘No changes, sir.’ ” Id. at
331. Then on appeal, the appellant complained about how
4 I do not foreclose the argument that an accused can
affirmatively waive an ineptitude instruction if the military
judge addresses this issue with the accused and then the accused
freely, knowingly, and intelligently asks the military judge not
to give the instruction to the panel. However, we are not
presented with that scenario here.
3
United States v. Nelson, No. 26-0059/AF
Judge OHLSON, dissenting
the military judge’s instruction was worded, and we found
waiver. Id. at 330-32.
In the instant case, however, despite having a sua
sponte responsibility to instruct the panel members re-
garding the special defense of ineptitude, the military
judge gave no such instruction—at all. Moreover, as noted
above, the military judge did not discuss this issue with Ap-
pellant. For these reasons, our holding in Davis neither
contemplates nor controls the instant case.
In United States v. Schumacher, we noted: “A military
judge must instruct members on any affirmative defense
that is ‘in issue.’ ” 70 M.J. 387, 389 (C.A.A.F. 2011) (quoting
R.C.M. 920(e)(3)). And in United States v. Gillenwater, we
held: “If an affirmative defense such as mistake of fact is
reasonably in issue, the judge must give an instruction sua
sponte.”43 M.J. 10, 13 (C.A.A.F. 1995) (citation omitted). It
is these precedents that should control here. 5
In United States v. Coley, the United States Army Court
of Criminal Appeals (ACCA) astutely recognized that the
Davis rule of waiver should not apply in cases where the
military judge has a sua sponte duty to give instructions on
an affirmative defense. No. ARMY 20220231, 2024 CCA
LEXIS 127, at *9-10, 2024 WL 1341003, at *3 (A. Ct. Crim.
App. Mar. 13, 2024) (unpublished). There, as here, the ev-
idence raised an affirmative defense, but the military judge
did not provide an affirmative defense instruction nor did
the trial defense counsel request one. Id. at *7, 2024 WL
1341003, at *3. Similarly, there as here, “[trial] defense
counsel affirmatively stated they had no objections and
specifically declined to request any additional
5 Military judges have the affirmative duty to issue
instructions on reasonable doubt and on the presumption of
innocence under Article 51(c), UCMJ, 10 U.S.C. § 851(c) (2018).
If the military judge fails to give such instructions and an
accused fails to raise the issue at trial, will it now be said on
appeal that waiver applies? The majority, which holds “the
affirmative waiver in Davis applies to all instructions,” Nelson,
__ M.J. at __ (11), would undoubtedly answer this question in
the affirmative. Yet, such an unnuanced approach invites the
possibility of a miscarriage of justice in a case where the military
judge fails to fulfill his or her mandated responsibility.
4
United States v. Nelson, No. 26-0059/AF
Judge OHLSON, dissenting
instructions.” Id., 2024 WL 1341003, at *3. Despite these
facts, the ACCA reasoned:
[W]e find this case distinguishable from the in-
structional error waived in Davis, 79 M.J. 329, be-
cause it involves an affirmative defense instruc-
tion. . . . [T]he Davis court was not presented with
appellant’s current argument that this is not an
issue of waiver, but rather an issue of whether the
military judge failed in his sua sponte duty to pro-
vide the affirmative defense instruction to the
panel, despite defense counsel’s lack of objections
or request for such an instruction. As such, we re-
ject the government’s assertion that this issue is
waived.
Id. at *9-10, 2024 WL 1341003, at *3 (footnotes omitted).
I agree with the ACCA’s analysis in the Coley case. Ac-
cordingly, I respectfully dissent in the instant case because
I would answer the granted issue in the negative and va-
cate the decision of the United States Air Force Court of
Criminal Appeals.
5