Bodley v. Goldman

2016 NMCA 054, 10 N.M. 20
CourtNew Mexico Court of Appeals
DecidedFebruary 9, 2016
DocketDocket 34,343
StatusPublished

This text of 2016 NMCA 054 (Bodley v. Goldman) is published on Counsel Stack Legal Research, covering New Mexico Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bodley v. Goldman, 2016 NMCA 054, 10 N.M. 20 (N.M. Ct. App. 2016).

Opinion

OPINION

BUSTAMANTE, Judge.

{1} This case presents a dispute over the distribution of the proceeds of an action brought under the Wrongful Death Act, NMSA 1978, §§ 41-2-1 to -4 (1882, as amended through 2001). The decedent’s brother — who acted as the personal representative for purposes of the wrongful death action — argues that the decedent’s children are not entitled to any of the proceeds because they “abandoned” their father. The district court disagreed and granted summary judgment in favor of decedent’s children. On appeal, the personal representative argues that disputed issues of material fact preclude summary judgment. We disagree and affirm.

BACKGROUND

{2} Carl Bodley (Carl) was killed in a single-car rollover accident in 2010. At the time of his death, Carl was unmarried, having been divorced in 2003 after thirty-four years of marriage. He had two adult children from the marriage, Christopher Goldman (Christopher) and Theresa Bodley (Theresa) (collectively, Children). He was also survived by his siblings Martin Bodley (Martin), Kevin Bodley (Kevin), and Lona Gearhart (Lona) (collectively, Appellants).

{3} Christopher was appointed the administrator under the Uniform Probate Code of his father’s estate in January 2011. See NMSA 1978, §§ 45-1-101 to -404 (1975, as amended through 2011). In December 2011 — in an entirely separate proceeding — Martin was appointed the personal representative of Carl’s estate for the purpose of pursuing a wrongful death claim under the Wrongful Death Act. The same month, Martin’s attorneys, Gilbert Arrazolo and James B. Ragan, filed suit against Ford Motor Company for Carl’s death. The suit was settled in January 2013. After subtracting their fees and expenses, the attorneys deposited the balance of the settlement funds in a trust account. Children assert that they were not notified of the filing or settlement of the wrongful death action when they occurred.

{4} Over a year later, Arrazolo met with Theresa and presented her with a written agreement providing that, in exchange for twenty percent of the settlement amount, Theresa would agree “that [the agreement] is a full and final settlement of the proceeds in this case and hereby settles all her potential claims against Ford Motor Company, Martin Bodley, Gilbert Arrazolo and James Ragan.” The agreement also stated that Arrazolo did not represent Theresa, that Theresa could obtain independent counsel, and that “technical[ly]” the Wrongful Death Act entitled Theresa to fifty percent of the settlement amount. However, it also stated that “case[]law suggests adjustments and/or disqualifications for abandonment/ estrangement.” Attached to the agreement were several New Mexico cases addressing recovery under the Wrongful Death Act. Theresa asserts that she first learned of the wrongful death claim and settlement with Ford at this meeting. The following week, Arrazolo presented the same agreement and material to Christopher. Neither Theresa nor Christopher signed the agreement.

{5} In April 2014, Appellants filed a complaint for declaratory judgment seeking to “determine the rights of statutory beneficiaries under the Wrongful Death [Act].” The premise of the complaint was that Christopher and Theresa had “abandoned the child-parent relationship and [were] not entitled to recover under the Wrongful Death Act” or that, alternatively, the settlement funds should be distributed in equal shares to Christopher, Theresa, and each of Carl’s three siblings. As a factual basis for the complaint, Appellants alleged, inter alia, that (1) Christopher and Theresa did not visit their father in the decade prior to his death, (2) neither Christopher nor Theresa attended Carl’s funeral service, (3) Christopher told his father to “fuck off’ after Carl indicated he wanted to have a relationship with Christopher, and (4) Christopher changed his last name and that of his son from Bodley to Goldman shortly after his parents’ divorce, which “shows that not only did he never want anything to do with his father[, h]e also didn’t want future generations to have anything to do with his father.”

{6} Children filed an answer, as well as a counterclaim against Martin and the other siblings for malicious abuse of process and prima facie tort, and a third-party complaint against the siblings’ counsel for disgorgement, breach of fiduciary duty, malicious abuse of process, and prima facie tort. 1 Children then moved for summary judgment on the declaratory judgment action, arguing that the Wrongful Death Act provides a clear structure for disbursement to beneficiaries that does not depend on whether the named beneficiaries were or were not estranged from the decedent. They maintained that, under the Wrongful Death Act, Appellants were entitled to the wrongful death proceeds only “if there is no . . . child or grandchild” of the decedent. See § 41-2-3(C), (E).

{7} The district court granted Childrens’ motion for summary judgment and entered orders to the effect that Appellants were not entitled to any of the proceeds of the settlement with Ford and that Children were entitled to the settlement funds remaining in the trust account. Appellants timely appealed.

DISCUSSION

{8} Summary judgment is appropriate where there “is no genuine issue as to any material fact and the moving party is entitled to a judgment as a matter of law.” Rule 1-056(C) NMRA. “[It] is a drastic remedy to be used with great caution.” Pharmaseal Labs., Inc. v. Goffe, 1977-NMSC-071, ¶ 9, 90 N.M. 753, 568 P.2d 589. “[Sjummary judgment is improper, if, after resolving all reasonable doubts in favor of the opponent, the evidence adduced by the pleadings, depositions, answers to interrogatories, admissions on file, and affidavits shows that there was a genuine issue as to any material fact.” Id. The substantive law governing the dispute determines which facts are material. Farmington Police Officers Ass’n Commc’n Workers of Am. Local 7911 v. City of Farmington, 2006-NMCA-077, ¶ 17, 139 N.M. 750, 137 P.3d 1204. “An issue of fact is ‘material’ if the existence (or non-existence) of the fact is of consequence under the substantive rules of law governing the parties’ dispute.” Martin v. Franklin Capital Corp., 2008-NMCA-152, ¶ 6, 145 N.M. 179, 195 P.3d 24. Our review of summary judgment is de novo. Id.

{9} The Wrongful Death Act, the substantive law applicable here, provides:

The proceeds of any judgment obtained in any such action . .. shall be distributed as follows:
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C. if there is no husband or wife, but a child or grandchild, then to such child and grandchild by right of representation;
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E. if there is no father, mother, husband, wife, child or grandchild, then to a surviving brother or sister if there are any[.]

Section 41-2-3.

{10} The parties clearly dispute whether Christopher and Theresa “abandoned” their father. The question is whether this dispute precludes summary judgment.

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Cite This Page — Counsel Stack

Bluebook (online)
2016 NMCA 054, 10 N.M. 20, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bodley-v-goldman-nmctapp-2016.