Blea v. Fields

2005 NMSC 29, 2005 NMSC 029, 120 P.3d 430, 138 N.M. 348
CourtNew Mexico Supreme Court
DecidedAugust 15, 2005
Docket28,740
StatusPublished
Cited by41 cases

This text of 2005 NMSC 29 (Blea v. Fields) is published on Counsel Stack Legal Research, covering New Mexico Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Blea v. Fields, 2005 NMSC 29, 2005 NMSC 029, 120 P.3d 430, 138 N.M. 348 (N.M. 2005).

Opinion

OPINION

CHAVEZ, Justice.

{1} In this medical negligence case we are asked to clarify the state of the law in New Mexico regarding a party’s entitlement to a jury trial in a case that involves both legal and equitable claims. The following question was certified to us by the Court of Appeals pursuant to Rule 12-606 NMRA 2005 and NMSA 1978, Section 34-5-14(0) (1972): “Whether a party is entitled to a jury trial where proper and timely demand has been made in a matter that involves mixed claims of law and equity, and where a decision on the equitable claims will dispose of the legal claim?” This question was certified because of the apparent discord between New Mexico cases concerning whether, in cases involving mixed claims of equity and law, the equitable or legal claim must be heard first. In Evans Fin. Corp. v. Strasser, 99 N.M. 788, 790, 664 P.2d 986, 988 (1988), this Court followed the approach of the United States Supreme Court in Beacon Theatres, Inc. v. Westover, 359 U.S. 500, 503-04, 508, 79 S.Ct. 948, 3 L.Ed.2d 988 (1959), which held that in a case involving equitable and legal claims, the constitutional right to a jury trial on the legal claims limits a trial judge’s traditional discretion to decide the equitable claims first, and absent “imperative circumstances,” common fact issues must be submitted first to a jury. Id. at 510-11, 79 S.Ct. 948. On the other hand, in State ex rel. McAdams v. District Court, 105 N.M. 95, 97, 728 P.2d 1364, 1366 (1986) we stated the equitable claims were to be tried first. We hold that when a case involves both equitable and legal claims, a trial judge may decide the equitable claims first if the equitable claims do not have any disputed fact issues in common with the legal claims. This is true even if deciding the equitable claims results in dismissal of the legal claims. However, when equitable and legal claims present common issues of fact which are material to the disposition of both claims, the legal claims must be submitted to a jury before the equitable claims are decided. Otherwise, the judge while deciding the equitable claims will have invaded the province of the jury by deciding disputed facts that are material to the legal claim. In so holding, we affirm.

DISCUSSION

{2} Plaintiff Stella Blea brought a medical negligence action in June 1997 against Defendant Dr. Roderick Fields, a Rheumatologist. Plaintiff alleges she had an allergic reaction to the pain reliever Naprosyn, which Defendant prescribed to her in February 1995, although Defendant had been informed that Plaintiff had experienced asthma-related reactions to aspirin and knew that Naprosyn is contraindicated in such individuals. Plaintiff alleged that Defendant’s negligence resulted in her hospitalization in March 1995. Defendant moved to dismiss the complaint, or alternatively for summary judgment, arguing that at all times relevant to the complaint, he was an employee of Memorial Medical Center (MMC), a City/County Hospital; and therefore the action was barred by the two-year statute of limitations in the New Mexico Tort Claims Act. NMSA 1978, § 41-4-15 (1977). In response, Plaintiff disputed that Defendant was an employee of MMC, but asserted that even if Defendant was an employee of MMC, Defendant concealed his employee status as well as his potential negligence in prescribing the Naprosyn. Therefore, Plaintiff argued, Defendant should be equitably estopped from asserting a statute of limitations defense or, alternatively, the statutory period should be tolled under the theory of fraudulent concealment. We refer to these two claims collectively as “equitable claims.”

{3} The parties filed, and the trial judge denied, numerous motions and cross-motions for summary judgment on Defendant’s statute of limitations defense and Plaintiffs equitable claims. The trial judge, however, granted Defendant’s motion for an evidentiary hearing on the equitable claims and agreed to try the equitable claims before the medical negligence claim was submitted to a jury. Plaintiff agreed that the equitable claims should be bifurcated from the legal claim but objected to having the equitable claims tried first, asserting that to do so would deprive her of her right to a jury trial on the common issues of fact underlying both her medical negligence claim and equitable claims.

{4} Before the evidentiary hearing on the equitable claims, the trial court revived Defendant’s earlier summary judgment motion as to whether Defendant was a public employee. After full briefing, the court found that Defendant was a public employee at the relevant time and entered a partial summary judgment in Defendant’s favor. The court subsequently held the evidentiary hearing on the equitable claims and entered findings of fact and conclusions of law. The court rejected Plaintiffs theories of equitable estoppel and fraudulent concealment and dismissed Plaintiffs medical negligence claim as barred by the two-year statute of limitations. Plaintiff appealed to the Court of Appeals, which in turn certified the above question. We affirm.

I. New Mexico Follows the Beacon Theatres Approach

{5} In New Mexico, as under the federal constitution, there is a constitutional right to trial by jury where the remedy sought is legal, rather than equitable. N.M. Const. art. II, § 12; Strasser, 99 N.M. at 789, 664 P.2d at 987. Where a case involves both legal and equitable claims, the court must decide the order in which the claims will be heard. Plaintiff claims New Mexico follows the approach of Beacon Theatres, which held that when a case involves legal and equitable claims and deciding the equitable claims first would infringe an individual’s Seventh Amendment right to have a jury decide the factual issues underlying the legal claims, the judge’s traditional discretion to hear equitable claims first is narrowly limited in light of the constitutional considerations. Beacon Theatres, 359 U.S. at 503-04, 508, 79 S.Ct. 948. In Beacon Theatres, the Supreme Court vacated a district court’s order which it concluded deprived the defendant of a jury trial on the legal issues raised by its counter and cross-claims arising from the original suit, holding that “[o]nly under the most imperative circumstances ... can the right to a jury trial of legal issues be lost through prior determination of equitable claims.” Id. at 510-11, 79 S.Ct. 948. In doing so, the Court emphasized that “[mjaintenance of the jury as a fact-finding body is of such importance and occupies so firm a place in our history and jurisprudence that any seeming curtailment of the right to a jury trial should be scrutinized with the utmost care.” Id. at 501, 79 S.Ct. 948 (quoted authority omitted). The Supreme Court later applied this same approach to a shareholder’s derivative action, holding there was a right to a jury trial on those issues to which the corporation, had it brought the action itself, would have had the right to a jury trial. Ross v. Bernhard, 396 U.S. 531, 532-38, 90 S.Ct. 733, 24 L.Ed.2d 729 (1970).

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Zoetec Partners LLC v. G Darrell Hulsey
Indiana Court of Appeals, 2025
Padilla v. Presbyterian Healthcare Servs.
New Mexico Court of Appeals, 2023
Ulibarri v. Jesionowski
523 P.3d 624 (New Mexico Court of Appeals, 2022)
Auge v. Stryker Corporation
D. New Mexico, 2020
Maestas v. Town of Taos
2020 NMCA 027 (New Mexico Court of Appeals, 2019)
Mendoza v. Huber
New Mexico Court of Appeals, 2019
Nowell v. Medtronic Inc.
372 F. Supp. 3d 1166 (D. New Mexico, 2019)
Armendariz v. Santa Fe Cnty. Bd. of Comm'rs
331 F. Supp. 3d 1245 (D. New Mexico, 2018)
N.M. Law Grp., P.C. v. Byers
413 P.3d 875 (New Mexico Court of Appeals, 2017)
Little v. Baigas
2017 NMCA 27 (New Mexico Court of Appeals, 2016)
Herrera v. Santa Fe Public Schools
41 F. Supp. 3d 1027 (D. New Mexico, 2014)
Anderson Living Trust v. WPX Energy Production, LLC
27 F. Supp. 3d 1188 (D. New Mexico, 2014)
Valdez v. Walck
New Mexico Court of Appeals, 2014
Sherman v. Cimarex Energy Co.
2014 NMCA 026 (New Mexico Court of Appeals, 2014)
Elm Ridge Exploration Company v. Engle
721 F.3d 1199 (Tenth Circuit, 2013)
Slusser v. Vantage Builders, Inc.
2013 NMCA 073 (New Mexico Supreme Court, 2013)
Slusser v. Vantage Builders, Inc.
New Mexico Court of Appeals, 2013

Cite This Page — Counsel Stack

Bluebook (online)
2005 NMSC 29, 2005 NMSC 029, 120 P.3d 430, 138 N.M. 348, Counsel Stack Legal Research, https://law.counselstack.com/opinion/blea-v-fields-nm-2005.