In Re Estate of Golden

New Mexico Court of Appeals·Decided March 11, 2024·Unpublished

Opinion

The slip opinion is the first version of an opinion released by the Clerk of the Court of Appeals. Once an opinion is selected for publication by the Court, it is assigned a vendor-neutral citation by the Clerk of the Court for compliance with Rule 23-112 NMRA, authenticated and formally published. The slip opinion may contain deviations from the formal authenticated opinion.

2 Opinion Number:

3 Filing Date: March 11, 2024

4 No. A-1-CA-40817

6 OF GRAHAM R. GOLDEN, Deceased.

8 Probate Code Personal Representative,

9 Petitioner-Appellant,

10 v.

13 Interested Party-Appellant,

14 v.

15 DANIEL GOLDEN and DEBORAH GOLDEN, 16 father and mother of the deceased,

17 Respondents-Appellees.

19 Daniel E. Ramczyk, District Court Judge

20 Robert D. Gorman, P.A. 21 Robert D. Gorman 22 Albuquerque, NM

23 for Appellants 1 Mescall Law Firm, P.C. 2 Thomas J. Mescall, II 3 Phillip Patrick Baca 4 Albuquerque, NM

5 for Appellees

2 WRAY, Judge.

3 {1} Respondents Daniel and Deborah Golden (Parents), parents of Graham R.

4 Golden (Father Golden), deceased, challenged the appointment of petitioner, Very

5 Reverend Robert Campbell, O. Praem. (the Reverend), as the personal representative

6 (PR) of the wrongful death estate of Father Golden, pursuant to the Wrongful Death

7 Act (WDA), NMSA 1978, §§ 41-2-1 to -4 (1891, as amended through 2001). The

8 district court eventually determined that Parents are the statutory beneficiaries under

9 the WDA, and Parents could designate the PR. As a result, the district court removed

10 the Reverend as PR and entered three orders (the Orders) that reflected these rulings.

11 We hold that the district court entered the Orders based on a misapprehension of

12 Section 41-2-3 and reverse.

14 {2} Father Golden was a thirty-five year old priest who died in an automobile

15 accident. Following Father Golden’s death, the Reverend and the Norbertine

16 Community of New Mexico (collectively, the Community), a religious community

17 of which both Father Golden and the Reverend were members, filed an application

18 to appoint the Reverend as PR under both the WDA and the New Mexico Uniform

19 Probate Code (Probate Code), NMSA 1978, §§ 45-1-101 to 45-7-612 (1975, as

20 amended through 2022). The district court granted the application, and the Reverend 1 accepted both appointments. After the appointment, Parents filed a motion to set

2 aside the order appointing the Reverend as the WDA PR 1 and claimed an interest in

3 any potential wrongful death proceeds. During the hearing on that motion, the

4 district court determined that because the parties could not agree on who had an

5 interest in the wrongful death proceeds, it was appropriate to remove the Reverend

6 as WDA PR and appoint an independent third party. The district court tentatively

7 appointed Parents’ selected WDA PR based on the parties’ conditional agreement,

8 but ultimately, the Community objected to that individual.

9 {3} The Community filed a motion to reinstate the Reverend as the WDA PR, and

10 Parents filed a motion to designate themselves as the beneficiaries under the WDA.

11 The district court held another hearing and determined that in order to decide who

12 had “standing” to nominate a WDA PR, the statutory beneficiaries must be

13 identified. As a result, the district court (1) found that Parents were the “statutory

14 beneficiaries in this matter for purposes of being [WDA] PR”; (2) denied the

15 Community’s motion to reinstate the Reverend as the WDA PR; and (3) granted

16 Parents’ motion to designate Parents as the statutory beneficiaries under the WDA

A Probate Code PR (PC PR) appointment and a PR appointment under the 1

WDA (WDA PR) are considered separately and each encompasses different responsibilities. See Oakey v. Tyson, 2017-NMCA-078, ¶¶ 23, 30, 404 P.3d 810 (explaining that under Rule 1-017(B) NMRA, separate appointment under the WDA is required and that a PC PR and a WDA PR have different responsibilities). The Reverend’s appointment as the PC PR is not challenged on appeal.

2 1 and finalized the appointment of Parents’ chosen WDA PR. The district court

2 entered the Orders to that effect, and this appeal followed.

4 {4} The scope of this appeal is fairly narrow—whether Parents are “statutory

5 beneficiaries” under the WDA. Before detailing the parties’ arguments further, we

6 pause to define what we mean by “statutory beneficiaries” under the WDA. Section

7 41-2-3 includes both specifically identified individuals and a priority for their

8 recovery, see § 41-2-3(A)-(E), as well as a broad category of potential beneficiaries

9 who could recover “in the manner authorized by law,” see § 41-2-3(F). When we

10 refer to “statutory beneficiaries” in this opinion, we mean those individuals who are

11 identified in Section 41-2-3(A) through (E) and further described as “kindred” in

12 Section 41-2-3(F) of the WDA.

13 {5} Turning to the issues on appeal, we observe that though the Orders are not

14 explicit, at the hearings the district court based its rulings on the finding that Parents

15 are statutory beneficiaries under Section 41-2-3. See San Pedro Neighborhood Ass’n

16 v. Bd. of Cnty. Comm’rs, 2009-NMCA-045, ¶ 8, 146 N.M. 106, 206 P.3d 1011 (“We

17 do not consider the oral ruling as a final order, but simply as instructive in

18 determining the court’s intent where an ambiguity exists in the court’s decision.”

19 (internal quotation marks and citation omitted)). Specifically, after concluding that

20 Parents are statutory beneficiaries “for the purposes of determining standing to

3 1 request appointment of a personal representative under the [WDA],” the district

2 court on that basis appointed Parents’ selected WDA PR and denied the

3 Community’s motion to reinstate the Reverend as WDA PR. The parties argued and

4 the district court accepted that only the statutory beneficiaries have standing to

5 nominate a WDA PR, but we need not consider this premise because we conclude

6 that Parents are not statutory beneficiaries under the WDA. 2

7 {6} “To the extent we must construe the applicable statutes, our review is de

8 novo.” Jones v. City of Albuquerque Police Dep’t, 2020-NMSC-013, ¶ 17, 470 P.3d

9 252 (internal quotation marks and citation omitted). Our goal is to “give effect to the

10 intent of the Legislature” by examining the language used and by applying its

11 “ordinary and plain meaning.” Grisham v. Romero, 2021-NMSC-009, ¶ 23, 483 P.3d

12 545 (internal quotation marks and citation omitted). “We are to read the statute in its

13 entirety and construe each part in connection with every other part to produce a

14 harmonious whole.” Key v. Chrysler Motors Corp., 1996-NMSC-038, ¶ 14, 121

15 N.M. 764, 918 P.2d 350. We therefore begin with the language of the statute.

2 The Community also broadly claims its own WDA statutory beneficiary status. Because the district court did not rule directly on the Community’s status as statutory beneficiary and the Community makes no explicit argument, we do not consider the further identification of statutory beneficiaries under the WDA.

4 1 {7} Section 41-2-1 generally establishes a cause of action “[w]henever the death

2 of a person shall be caused by the wrongful act, neglect or default of another.”

3 Section 41-2-3 explains that

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