Bowen v. Constructors Equipment Rental Co.

191 S.E.2d 419, 16 N.C. App. 70, 1972 N.C. App. LEXIS 1644
CourtCourt of Appeals of North Carolina
DecidedSeptember 20, 1972
DocketNo. 7218SC454
StatusPublished

This text of 191 S.E.2d 419 (Bowen v. Constructors Equipment Rental Co.) is published on Counsel Stack Legal Research, covering Court of Appeals of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bowen v. Constructors Equipment Rental Co., 191 S.E.2d 419, 16 N.C. App. 70, 1972 N.C. App. LEXIS 1644 (N.C. Ct. App. 1972).

Opinions

GRAHAM, Judge.

Plaintiff’s Appeal

Plaintiff appeals from the court’s order setting aside the issue of damages. Since this portion of the verdict was set aside as a matter of law, rather than in the court’s discretion, plaintiff may appeal as an aggrieved party. McNeill v. McDougald, 242 N.C. 255, 87 S.E. 2d 502; Akin v. Bank, 227 N.C. 453, 42 S.E. 2d 518.

This appeal raises the question: Where, in an action brought under our wrongful death statute as rewritten in 1969, there is evidence tending to show that persons entitled to receive the damages recovered have a shorter life expectancy than that of deceased, is it error for the court to fail to instruct the jury to consider the life expectancy of such persons in determining the amount of damages, if any, recoverable pursuant to G.S. 28-174 (a) (4) ? We answer in the affirmative and affirm the order setting aside the issue of damages for the reason that the jury was not so instructed.

G.S. 28-173 confers upon the personal representative of a decedent the right of action to recover for the decedent’s wrongful death. G.S. 28-174 sets forth the basis on which the amount of damages is to be determined. Prior to 14 April 1969, G.S. 28-174 provided: “The plaintiff in such action may recover such damages as are a fair and just compensation for the pecuniary injury resulting from such death.” Under this provision damages were “determinable on the basis of the pecuniary injury suffered by the decedent's estate as a result of his, death,” Smith v. Mercer, 276 N.C. 329, 334, 172 S.E. 2d 489, 492, and the measure of damages was the present value of the net pecuniary worth of the deceased based upon his life expectancy. Smith v. Mercer, supra; Bryant v. Woodlief, 252 N.C. 488, 114 S.E. 2d 241; 81 A.L.R. 2d 939.

In 1969 the provisions of G.S. 28-174 were rewritten. The new statute, effective 14 April 1969, provides in pertinent part:

“Sec. 28-174. Damages recoverable for death by wrongful act; evidence of damages, (a) Damages recoverable for death by wrongful act include:
[75]*75(1) Expenses for care, treatment and hospitalization incident to the injury resulting in death;
(2) Compensation for pain and suffering of the decedent;
(3) The reasonable funeral expenses of the decedent;
(4) The present monetary value of the decedent to the persons entitled to receive the damages recovered, including but not limited to compensation for the loss of the reasonably expected:
a. Net income of the decedent,
b. Services, protection, care and assistance of the decedent, whether voluntary or obligatory, to the persons entitled to the damages recovered,
c. Society, companionship, comfort, guidance, kindly offices and advice of the decedent to the persons entitled to the damages recovered;
(5) Such punitive damages as the decedent could have recovered had he survived, and punitive damages for wrongfully causing the death of the decedent through maliciousness, wilful or wanton injury, or gross negligence;
(6) Nominal damages when the jury so finds.
(b) All evidence which reasonably tends to establish any of the elements of damages included in subsection (a), or otherwise reasonably tends to establish the present monetary value of the decedent to the persons entitled to receive the damages recovered, is admissible in an action for damages for death by wrongful act.”

In commenting on the new statute Chief Justice Bobbitt stated in Smith v. Mercer, supra at 333, 172 S.E. 2d at 492:

“The 1969 Act provides for the recovery in the personal representative’s action of (1) expenses for care, treatment and hospitalization incident to the injury resulting in death; (2) compensation for pain and suffering of the decedent; (3) the reasonable funeral expenses of the decedent; (4) punitive damages; and (5) nominal1 damages. Prior to the 1969 Act, the administrator had no right of action to recover such damages. Moreover, the [76]*761969 Act provides for the recovery of ‘(t)he present monetary value of the decedent to the persons entitled to receive the damages recovered,’ including but not limited to compensation for enumerated items. (Our italics.) We do not undertake now to define the legal significance of this provision. Suffice to say, damages determinable in accordance with this provision of the 1969 Act are quite different from damages determinable on the basis of the pecuniary injury suffered by the decedent’s estate as the result of his death.”

In discussing the 1969 changes in the law relating to damages recoverable in a wrongful death action, Professor Byrd states:

“The basic measure of recovery, as well as some of the specific items included under it in the statute, seems to shift the focus for the determination of wrongful death damages from ascertaining the loss of net income to the decedent’s estate to ascertaining all monetary losses to the beneficiaries. A reasonable interpretation of the statute might well hold that not only the present worth of the decedent’s net income (the measure of recovery under the prior statute) but also the beneficiaries’ life expectancies and expectations of gain from the decedent must be considered in determining the losses based upon termination of the decedent’s earnings.” Byrd, Recent Developments in N.C. Tort Law, 48 N.C.L. Rev. 791, 804-805.

It is consistently held in jurisdictions where the measure of damages in death cases is “loss to beneficiaries,” rather than the “loss to estate,” that a beneficiary’s right to recover the value of expected benefits is limited to his life expectancy. See for instance: Rikimatsu Kawamura v. Honek, 127 Cal. App. 509, 16 P. 2d 150; Parsons v. Easton, 184 Cal. 764, 195 P. 419; Siebeking v. Ford, 128 Ind. App. 475, 148 N.E. 2d 194; Baltimore Transit Co. v. State, 194 Md. 421, 71 A. 2d 442; Mississippi Oil Co. v. Smith, 95 Miss. 528, 48 So. 735; Fisher v. Trester, 119 Neb. 529, 229 N.W. 901; Whitaker v. Blidberg Rothchild Co., 296 F. 2d 554 (4th Cir. 1961) ; 25A C.J.S., Death, § 121, p. 1013; 22 Am. Jur. 2d, Death, § 162, p. 723; Annot., Death of Infant — Measure of Damages, 14 A.L.R. 2d 485, § 23; S. Speiser, Recovery for Wrongful Death, § 3:5, p. 78.. Cf. Jones v. Dague, 252 S.C. 261, 166 S.E. 2d 99.

[77]*77We think it clear that damages recoverable under G.S. 28-174 (a) (4) are not determined by ascertaining the net pecuniary loss suffered by the estate, as was the case under former G.S. 28-174. They are determined by ascertaining the present monetary loss suffered by those persons entitled to receive the damages. (Beneficiaries under the Intestate Succession Act.) Here, the parents of the deceased are “the persons entitled to receive the damages.” Since they obviously could not receive any benefit after their own death, their life expectancy is material in determining “the present monetary value of the decedent” to them.

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Related

Jones v. Dague
166 S.E.2d 99 (Supreme Court of South Carolina, 1969)
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90 S.E.2d 733 (Supreme Court of North Carolina, 1956)
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Lewis v. Barnhill
148 S.E.2d 536 (Supreme Court of North Carolina, 1966)
Rosser v. Smith
133 S.E.2d 499 (Supreme Court of North Carolina, 1963)
Bowen v. Gardner
168 S.E.2d 47 (Supreme Court of North Carolina, 1969)
McNeill v. McDougald
87 S.E.2d 502 (Supreme Court of North Carolina, 1955)
Smith v. Mercer
172 S.E.2d 489 (Supreme Court of North Carolina, 1970)
Bryant v. Woodlief
114 S.E.2d 241 (Supreme Court of North Carolina, 1960)
Mintz v. Town of Murphy
69 S.E.2d 849 (Supreme Court of North Carolina, 1952)
Rice v. City of Lumberton
69 S.E.2d 543 (Supreme Court of North Carolina, 1952)
Baltimore Transit Co. v. State Ex Rel. Castranda
71 A.2d 442 (Court of Appeals of Maryland, 1974)
Siebeking v. Ford, Admx., Etc.
148 N.E.2d 194 (Indiana Court of Appeals, 1958)
Rikimatsu Kawamura v. Honek
16 P.2d 150 (California Court of Appeal, 1932)
Parsons v. Easton
195 P. 419 (California Supreme Court, 1921)
Akin v. First National Bank
42 S.E.2d 518 (Supreme Court of North Carolina, 1947)
Whitaker v. Blidberg Rothchild Co.
296 F.2d 554 (Fourth Circuit, 1961)
Mississippi Oil Co. v. Smith
48 So. 735 (Mississippi Supreme Court, 1909)
Fisher v. Trester
229 N.W. 901 (Nebraska Supreme Court, 1930)

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Bluebook (online)
191 S.E.2d 419, 16 N.C. App. 70, 1972 N.C. App. LEXIS 1644, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bowen-v-constructors-equipment-rental-co-ncctapp-1972.