Otero v. City of Albuquerque

1998 NMCA 137, 965 P.2d 354, 125 N.M. 770
CourtNew Mexico Court of Appeals
DecidedAugust 27, 1998
Docket18172
StatusPublished
Cited by15 cases

This text of 1998 NMCA 137 (Otero v. City of Albuquerque) 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
Otero v. City of Albuquerque, 1998 NMCA 137, 965 P.2d 354, 125 N.M. 770 (N.M. Ct. App. 1998).

Opinion

OPINION

HARTZ, Chief Judge.

{1} Norman Otero was killed in an automobile accident on December 19, 1992. At the time of his death he was married to Jeannette Otero, the biological mother of John Christian Otero. Norman was neither the biological nor adoptive father of John. In her capacity as personal representative of Norman’s estate, Jeannette brought a wrong-fill death claim against the City of Albuquerque and a number of other defendants. In addition, various relatives of Norman — including Jeannette — brought individual claims in the same complaint. In Count VI of the complaint, John sought damages for loss of guidance and counseling resulting from Norman’s death. The City, which is the sole appellee on this appeal, moved for summary judgment on the claim, contending that John was not a son or relative of Norman. John responded that he had been “equitably adopted” by Norman prior to his death. The district court granted the City summary judgment with respect to the claim. John appeals. We affirm because the evidence would not support a determination that Norman equitably adopted John.

FACTUAL BACKGROUND

{2} John acknowledges that his claim can survive only if he was equitably adopted by Norman. On review of the summary judgment in favor of the City, we determine whether the evidence John presented in response to the motion for summary judgment, viewed in the light most favorable to his claim, could support a finding of such an equitable adoption. See Rule 1-056 NMRA 1998 (summary judgment rule); Roth v. Thompson, 113 N.M. 331, 334-35, 825 P.2d 1241, 1244-45 (1992). Accordingly, we will assume the truth of the allegations in an affidavit signed by Jeannette, which John submitted in opposition to the City’s motion.

{3} The affidavit set forth the following: John was born on October 8, 1976. His biological parents were Elmo Baca and Jeannette. Jeannette and Baca were never married. Baca had no contact with John after he was approximately two years old. Jeannette married Norman Otero in May 1982, when John was 5]/¿ years old. Since that time, and even for a while before then, Norman cared for and raised John with great love and affection. A few months after the marriage John was registered in kindergarten as “Jon Christian Otero” at Norman’s insistence because of his desire to adopt John. When John turned sixteen he wanted to change his name formally to “John Christian Otero.” This was accomplished by a court order on December 9, 1992, only ten days before Norman’s death. See NMSA 1978, § 40-8-1 (1989) (permitting resident older than fourteen to petition for name change.) Norman performed the duties of a father, including coaching John’s sports teams, leading John’s 4-H activities, and attending teachers’ meetings, first communion, and other important events in John’s life. Norman held John out as his natural child and John recognized Norman’s parents as his grandparents. In addition, at the hearing on the motion for summary judgment. John’s attorney stated that he had an affidavit from John’s biological father stating that he had not seen John since 1980, that he consented to the adoption, and that “by all rights, Norman Otero raised him and should be considered his father.”

DISCUSSION

Procedural Issue Not Decided

{4} To avoid any implication to the contrary, we first emphasize that there is one issue of law that we are not deciding on this appeal — the proper procedure for a child to bring a claim of loss of guidance and counseling arising from the wrongful death of a parent. We note two possibilities. A child could, as John did here, bring a separate claim against the alleged tortfeasor, seeking damages that would be paid directly to the child. Alternatively, the loss of guidance and counseling could be included as part of the damages recoverable in a wrongful death action. In that event the child would recover his or her statutory fraction of the total recovery in the wrongful death action (without regard to the particular loss suffered by the child). See NMSA 1978, § 41-2-3 (1939). In Romero v. Byers, 117 N.M. 422, 424, 872 P.2d 840, 842 (1994), our Supreme Court held that “loss of consortium damages may not be awarded for spousal loss of consortium under the New Mexico Wrongful Death Act .... [and a] loss of consortium claim is a separate cause of action to be brought by the spouse.” On the other hand, with respect to loss by a minor child of guidance and counseling, the Court held that such loss “may be considered by a jury in fixing pecuniary loss to the survivors” and “[t]he jury should be allowed to assess this loss as part of the value of the decedent’s life” in a wrongful death action. Id. at 428, 872 P.2d at 846. Perhaps John’s separate cause of action is barred by Romero. But the City, which raised this issue in district court, has not pressed the issue on appeal, apparently contending that John should not be entitled to recover either under a separate cause of action or under the Wrongful Death Act.

Equitable Adoption

{5} Norman was not John’s biological father, nor did Norman complete, or even initiate, the statutory procedure to adopt John. Nevertheless, John contends that he should be treated as Norman’s son in this case because he was equitably adopted by Norman. Therefore, we must explore the doctrine of “equitable adoption.”

{6} Adoption was unknown to the common law. See In re Candelaria’s Estate, 41 N.M. 211, 216, 67 P.2d 235, 237-38 (1937); George C. Sims, Comment, Adoption by Estoppel: History & Effect, 15 Baylor L.Rev. 162, 162 (1963); Jess T. Hay & Ronald M. Weiss, Comment, The Doctrine of Equitable Adoption, 9 Sw. L.J. 90, 91 (1955). It is a creature of statute. See NMSA 1978, §§ 32A-5-1 to -45 (1993, as amended through 1997). In certain limited circumstances, however, courts have treated a person as an adoptive parent for some purposes despite failure to comply with statutory requirements. New Mexico is among the jurisdictions that have recognized “equitable adoption.” See generally George A. Locke, Annotation, Modem Status of Law as to Equitable Adoption or Adoption by Estoppel, 97 A.L.R.3d 347 (1980). But the recognition has occurred only when strict requirements have been satisfied.

{7} The first New Mexico case in point was Barney v. Hutchinson, 25 N.M. 82, 177 P. 890 (1918). J.W. Barney and his wife, Annie C. Barney, entered into a written contract with Maud Benneson to adopt her child, Frank Byron Benneson, who was then less than two years old. Under the contract the Barneys agreed “ ‘to immediately adopt’ ” the child, to “ ‘assume all responsibility and care of said child,’ and to ‘educate and do for him in every respect as if he were their own offspring.’ ” Id. at 85, 177 P. at 890. The contract was filed with the probate clerk. See id. But the Barneys took no further action to adopt the child in accordance with statute. See id. at 86, 177 P. at 890. In all other respects, they complied with the contract. See id. The child was renamed Frank C. Barney. See id. at 85, 177 P. at 890. Frank married and had a child, Roxia Barney, but then was killed. See id. Annie Barney, who had divorced J.W. and then married George H. Hutchinson, survived him.

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Bluebook (online)
1998 NMCA 137, 965 P.2d 354, 125 N.M. 770, Counsel Stack Legal Research, https://law.counselstack.com/opinion/otero-v-city-of-albuquerque-nmctapp-1998.