Martinez v. Montoya

CourtNew Mexico Court of Appeals
DecidedSeptember 16, 2024
DocketA-1-CA-41269
StatusUnpublished

This text of Martinez v. Montoya (Martinez v. Montoya) 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
Martinez v. Montoya, (N.M. Ct. App. 2024).

Opinion

This decision of the New Mexico Court of Appeals was not selected for publication in the New Mexico Appellate Reports. Refer to Rule 12-405 NMRA for restrictions on the citation of unpublished decisions. Electronic decisions may contain computer- generated errors or other deviations from the official version filed by the Court of Appeals.

IN THE COURT OF APPEALS OF THE STATE OF NEW MEXICO

No. A-1-CA-41269

ANGELA MARTINEZ and MANUEL MONTOYA,

Petitioners-Appellees,

v.

OLIVIA MONTOYA,

Proposed Intervenor-Appellant,

IN THE MATTER OF ZYANNA MONTOYA,

Deceased.

APPEAL FROM THE DISTRICT COURT OF SAN JUAN COUNTY R. David Pederson, District Court Judge

Arlon L. Stoker Farmington, NM

Law Office of Mark A. Curnutt, LLC Mark A. Curnutt Farmington, NM

for Appellees

Burns Law Group, P.C. Kyle M. Finch Farmington, NM

for Appellant

MEMORANDUM OPINION

BLACK, Judge Pro Tem. {1} Appellees Angela Martinez and Manuel Montoya brought a wrongful death claim for the death of their daughter, Zyanna Montoya (Decedent). Appellant Olivia Montoya, Decedent’s grandmother, moved to intervene under Rule 1-024(A) NMRA, arguing that as a matter of right she was entitled to be a party because, at the time, she was the legal guardian of E.M.,1 Decedent’s younger sibling, who may be eligible to receive proceeds from a judgment on the claim. The district court denied Appellant’s motion, reasoning that Rule 1-024(B) controlled and that allowing intervention at this point “would be confusing and cumbersome for any third party to deal with competing claims of representation.” Before us, Appellant argues that (1) she has a clear interest in the wrongful death litigation; and (2) the district court erred in not allowing Appellant to intervene to present evidence concerning whether Appellees should be equitably estopped from recovering wrongful death benefits and from seeking court assistance to recover such benefits. Unpersuaded, we affirm.

BACKGROUND

I. Undisputed Facts

{2} Underlying this case are two separate proceedings: a wrongful death case, which is the subject of this appeal, and a separate probate proceeding. On January 3, 2023, Appellees, as the natural parents of Decedent, filed a petition in district court to be appointed as the personal representatives for purposes of pursuing a wrongful death action. An order appointing Appellees as personal representatives was entered on January 4, 2023. Unaware of the wrongful death proceeding, Appellant, Decedent’s grandmother and former kinship guardian, applied for and was appointed as the personal representative of Decedent’s estate in a separate probate proceeding.

{3} Upon learning of the wrongful death proceeding, Appellant filed a motion to intervene. Although the initial motion was somewhat unclear, in her reply, Appellant argued that she had a right to intervene under Rule 1-024(A)(2). Following a hearing, the district court determined that the motion should be considered one for “permissive intervention,” that Appellees as Decedent’s natural parents have priority of appointment under New Mexico’s Wrongful Death Act or the Probate Code, and that Appellant’s interests were adequately protected by the fiduciary duties imposed on Appellees. The district court thus concluded, “There is no evidence before the [c]ourt at this time justifying [i]ntervention by [Appellant] or replacement of the current [p]ersonal [r]epresentatives of Decedent’s [e]state under either equitable or legal grounds.”

II. Summary of Argument

{4} Appellant argues that the district court’s conclusion that Rule 1-024(B) controls is erroneous because she has a right that will be impaired if intervention is denied. Appellant’s argument is further premised on her position that Appellees should be

1E.M. is now eighteen, and thus one of the bases supporting Appellant’s motion to intervene—her status as E.M.’s kinship guardian—appears no longer to exist. Neither party, however, gives this matter any consideration in their briefing. equitably estopped from asserting their status as natural parents for purposes of recovering wrongful death benefits and from seeking court assistance to recover such benefits. Appellant advised the district court that there would be substantial evidence regarding Appellees’ abandonment and nonsupport of Decedent.

STANDARD OF REVIEW

{5} “Absent a clear abuse of discretion, we will uphold the district court’s denial of the motion to intervene.” Wilson v. Mass. Mut. Life Ins. Co., 2004-NMCA-051, ¶ 21, 135 N.M. 506, 90 P.3d 525, overruled on other grounds by Schultz ex rel. Schultz v. Pojoaque Tribal Police Dep’t, 2010-NMSC-034, ¶ 23, 148 N.M. 692, 242 P.3d 259. A court abuses its discretion when it misapplies the law to the facts; we review the application of the law de novo to determine whether an abuse of discretion has occurred. N.M. Right to Choose/NARAL v. Johnson, 1999-NMSC-028, ¶ 7, 127 N.M. 654, 986 P.2d 450.

DISCUSSION

{6} To intervene as a matter of right under Rule 1-024(A)(2), the movant must “claim[] an interest relating to the property or transaction which is the subject of the action”; they must show that they are in a position in which “the disposition of the action may . . . impair or impede [their] ability to protect that interest”; and they must show that the existing parties would not “adequately represent[]” their interest. Absent a showing of the elements above, “anyone may be permitted to intervene in an action” under Rule 1-024(B), so long as their “claim or defense and the main action have a question of law or fact in common.” Rule 1-024(B)(2). Before granting a motion to intervene under Rule 1-024(B), the district court “[i]n exercising its discretion” must “consider whether the intervention will unduly delay or prejudice the adjudication of the rights of the original parties.” Rule 1-024(B).

{7} Arguing for intervention as of right under Rule 1-024(A)(2), Appellant is confusing two distinct statutory schemes. The Uniform Probate Code, NMSA 1978, §§ 45-1-101 to -9A-13 (1975, as amended through 2024), and the Wrongful Death Act, NMSA 1978, §§ 41-2-1 to -4 (1882, as amended through 2001), contemplate different legal rights and responsibilities. See In re Est. of Golden, 2024-NMCA-048, ¶ 2 n.1, 550 P.3d 876 (“A Probate Code [personal representative] appointment and a [personal representative] appointment under the [Wrongful Death Act] are considered separately and each encompasses different responsibilities.”), cert. denied (S-1-SC-40414, June 18, 2024). Specifically, a personal representative under the Probate Code has “a duty to settle and distribute the estate of a decedent.” Section 45-3-703(A). In contrast, the Wrongful Death Act generally establishes a cause of action “[w]henever the death of a person shall be caused by the wrongful act, neglect or default of another.” Section 41-2-1. And a personal representative under the Wrongful Death Act “need not . . . have the full powers required by the Probate Code, since [their] duties under the Wrongful Death Act are merely to act as a nominal party for all the statutory beneficiaries in order to centralize the claims and prevent multiple and possibly contradictory lawsuits.” Chavez v. Regents of Univ. of N.M., 1985-NMSC-114, ¶ 10, 103 N.M. 606, 711 P.2d 883; accord In re Estate of Sumler, 2003-NMCA-030, ¶ 8, 133 N.M. 319, 62 P.3d 776; see § 41-2-3 (requiring a wrongful death claim to be brought by a personal representative). The district court recognized these distinctions in denying Appellant’s motion to intervene.

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Bluebook (online)
Martinez v. Montoya, Counsel Stack Legal Research, https://law.counselstack.com/opinion/martinez-v-montoya-nmctapp-2024.