Pierce v. Albertson's Inc.

911 P.2d 877, 121 N.M. 369
CourtNew Mexico Supreme Court
DecidedJanuary 29, 1996
Docket23240
StatusPublished
Cited by9 cases

This text of 911 P.2d 877 (Pierce v. Albertson's Inc.) is published on Counsel Stack Legal Research, covering New Mexico Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pierce v. Albertson's Inc., 911 P.2d 877, 121 N.M. 369 (N.M. 1996).

Opinion

OPINION

RANSOM, Justice.

1. Charles F. Pierce is a resident of Bernalillo County, New Mexico. Albertson’s Inc. is a Delaware corporation with its principal place of business in Idaho. Pierce was injured when he fell on a loading dock at the Albertson’s supermarket distribution center in Portland, Oregon. He alleges that while unloading merchandise he slipped in rainwater that had collected on the loading dock because of a defective or worn weather seal and that the water made the dock unreasonably dangerous. He received emergency treatment in Oregon and then underwent significant medical treatment in New Mexico. His medical bills exceed $50,000, most of which expense he incurred in New Mexico. Pierce filed suit against Albertson’s in the Second Judicial District Court, Bernalillo County, where Albertson’s operates five of its nine New Mexico supermarkets.

2. Albertson’s moved to dismiss, claiming that New Mexico was an inconvenient forum. The district court granted the motion, and in an unpublished memorandum opinion the Court of Appeals affirmed the dismissal. Relying upon our opinion in Marchman v. NCNB Texas National Bank, 120 N.M. 74, 898 P.2d 709 (1995), the Court ruled that the district court’s application of the forum-non-conveniens doctrine was not an abuse of discretion. We granted Pierce’s petition for certiorari pursuant to NMSA 1978, Section 34-5-14(B) (Repl.Pamp.1990) and SCRA 1986, 12-502 (Repl.Pamp.1992). In the absence of findings and conclusions upon which to review the district court’s exercise of discretion, we consider de novo the merits of the dismissal. We reverse the district court and the Court of Appeals and remand to the district court.

3. Doctrine of forum non conveniens. In Marchman we thoroughly discussed the doctrine of forum non conveniens. There we said, “The doctrine of forum non conveniens allows a court that has jurisdiction over the parties and subject matter involved to decline to exercise jurisdiction when trial in another forum ‘will best serve the convenience of the parties and the ends of justice.’ ” Marchman, 120 N.M. at 85, 898 P.2d at 720 (quoting Roster v. (American) Lumbermens Mut. Casualty Co., 330 U.S. 518, 527, 67 S.Ct. 828, 833, 91 L.Ed. 1067 (1947)). As we noted in Marchman, two types of factors must be considered when deciding whether to dismiss an action due to forum non conveniens. A court must consid-. er what have been termed the private interest factors and the public interest factors. Id.

4. In Gulf Oil Corp. v. Gilbert, 330 U.S. 501, 508-09, 67 S.Ct. 839, 843, 91 L.Ed. 1055 (1947), the U.S. Supreme Court listed five private interest factors and four public interest factors to be considered by the federal courts in determining forum-non-conveniens motions. These factors, beginning with the private interest factors, are:

(1) “the relative ease of access to sources of proof’;
(2) the “availability of compulsory process for attendance of unwilling” witnesses;
(3) “the cost of obtaining attendance of willing[ ] witnesses”;
(4) the “possibility of view of premises, if view would be appropriate to the action”; and
(5) “all other practical problems that make trial of a ease easy, expeditious and inexpensive.”

The trial court must also consider factors of public interest in applying the doctrine, including:

(1) administrative difficulties for courts when litigation is filed in “congested centers instead of being handled at its origin”;
(2) imposition of jury duty “upon the people of a community which has no relation to the litigation”;
(3) the “local interest in having localized controversies decided at home”; and
(4) avoidance of unnecessary problems in conflicts of laws or the application of foreign law.

Marchman, 120 N.M. at 85, 898 P.2d at 720 (citation omitted) (quoting Gulf Oil, 330 U.S. at 508-09, 67 S.Ct. at 843).

5. Contentions of the parties. Albert-son’s has alleged that New Mexico is an inconvenient forum and that Oregon is a more appropriate forum for this case. As examples of inconvenience, Albertson’s recites the following. The incident in question occurred at a dock in Portland and involves the physical condition of the dock. The attorneys for Albertson’s would visit the site before instituting formal discovery. All of Albertson’s witnesses to the condition of the dock reside in or around Portland. Weather and climate conditions in Portland likely will be at issue in the case. The action will involve Portland building codes. Albertson’s contends that the law of Oregon will apply in this action. Albertson’s notes that the health care professionals who first treated Pierce all reside in or around Portland. Albertson’s also alleges that it will be extremely expensive to conduct discovery in Oregon. Albert-son’s has agreed to permit videotaped depositions of Pierce’s physicians in New Mexico. Also, the district court in New Mexico does not have the power to subpoena and compel unwilling Oregon witnesses to appear at trial. Finally, Albertson’s complains of the expense of arranging for witnesses to travel from Oregon to New Mexico.

6. Pierce argues that New Mexico is not an inconvenient forum. Pierce is a resident of New Mexico. He allegedly has incurred substantial medical costs as a result of his injury, and almost all of his medical treatment occurred in New Mexico. Pierce alleges that he would call his treating physicians as expert witnesses, and all of his treating-physicians except those treating him immediately after the incident are residents of New Mexico. Pierce further alleges that the only witnesses from Oregon would be employees of Albertson’s who would have evidence about the maintenance of the dock. Pierce notes that Albertson’s was unable to name any witnesses to the occurrence, and Albert-son’s has not alleged that any specific witness would be unwilling to testify at trial. The dock in Oregon could be videotaped, as could Albertson’s witnesses. Pierce contends that the cost of travelling to Oregon and the cost of paying for his physicians to travel to Oregon would be substantial.

7. Findings of fact lacking. In considering forum-non-conveniens factors, a court should be influenced by the showing of facts, not by mere argument that inconveniences may develop if the ease is litigated in the local forum. The longer the case proceeds in the discovery stage, however, the less likely is the success of a forum-nonconveniens motion because dismissal at such a stage loses much judicial economy. The moving party, therefore, has the heavy burden of an early showing of inaccessibility of concrete sources of proof essential to a fair adjudication — sources of testimonial, documentary, and demonstrative proof.

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Bluebook (online)
911 P.2d 877, 121 N.M. 369, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pierce-v-albertsons-inc-nm-1996.