{ "id": 4250931, "name": "Michael and Tia WACHOCKI, individually and as personal representatives of the Estate of Jason Wachocki, deceased, and Bill Wachocki, Plaintiffs-Petitioners, v. BERNALILLO COUNTY SHERIFF'S DEPARTMENT, Defendant-Respondent", "name_abbreviation": "Wachocki v. Bernalillo County Sheriff's Department", "decision_date": "2011-10-11", "docket_number": "No. 32,131", "first_page": "650", "last_page": "653", "citations": [ { "type": "official", "cite": "150 N.M. 650" }, { "type": "parallel", "cite": "265 P.3d 701" }, { "type": "parallel", "cite": "2011-NMSC-039" } ], "court": { "name_abbreviation": "N.M.", "id": 8835, "name": "Supreme Court of New Mexico" }, "jurisdiction": { "id": 52, "name_long": "New Mexico", "name": "N.M." }, "cites_to": [ { "cite": "2003-NMCA-125", "category": "reporters:neutral", "reporter": "NMCA", "case_ids": [ 77200 ], "weight": 13, "pin_cites": [ { "page": "\u00b6 14" }, { "page": "\u00b6 13" }, { "page": "\u00b6 14" }, { "page": "\u00b613" } ], "opinion_index": 0, "case_paths": [ "/nm/134/0492-01" ] }, { "cite": "967 S.W.2d 377", "category": "reporters:state_regional", "reporter": "S.W.2d", "case_ids": [ 11832726 ], "pin_cites": [ { "page": "383" } ], "opinion_index": 0, "case_paths": [ "/sw2d/967/0377-01" ] }, { "cite": "790 N.E.2d 653", "category": "reporters:state_regional", "reporter": "N.E.2d", "year": 2003, "pin_cites": [ { "page": "661-62", "parenthetical": "holding that a sibling may not maintain a loss-of-consortium claim" } ], "opinion_index": 0 }, { "cite": "439 Mass. 652", "category": "reporters:state", "reporter": "Mass.", "case_ids": [ 47293 ], "year": 2003, "pin_cites": [ { "parenthetical": "holding that a sibling may not maintain a loss-of-consortium claim" } ], "opinion_index": 0, "case_paths": [ "/mass/439/0652-01" ] }, { "cite": "1998-NMSC-039", "category": "reporters:neutral", "reporter": "NMSC", "case_ids": [ 827389 ], "weight": 3, "pin_cites": [ { "page": "\u00b6\u00b64, 32" } ], "opinion_index": 0, "case_paths": [ "/nm/126/0263-01" ] }, { "cite": "136 N.J. 99", "category": "reporters:state", "reporter": "N.J.", "case_ids": [ 712193 ], "weight": 2, "year": 1994, "pin_cites": [ { "page": "378" } ], "opinion_index": 0, "case_paths": [ "/nj/136/0099-01" ] }, { "cite": "121 N.M. 622", "category": "reporters:state", "reporter": "N.M.", "case_ids": [ 1566705 ], "weight": 2, "year": 1996, "pin_cites": [ { "page": "627" }, { "page": "827" } ], "opinion_index": 0, "case_paths": [ "/nm/121/0622-01" ] }, { "cite": "2007-NMSC-015", "category": "reporters:neutral", "reporter": "NMSC", "case_ids": [ 3668998 ], "weight": 3, "pin_cites": [ { "page": "\u00b6 5" } ], "opinion_index": 0, "case_paths": [ "/nm/141/0387-01" ] }, { "cite": "228 P.3d 489", "category": "reporters:state_regional", "reporter": "P.3d", "opinion_index": 0 }, { "cite": "147 N.M. 705", "category": "reporters:state", "reporter": "N.M.", "opinion_index": 0 }, { "cite": "2010-NMCERT-002", "category": "reporters:neutral", "reporter": "NMCERT", "opinion_index": 0 }, { "cite": "2010-NMCA-021", "category": "reporters:neutral", "reporter": "NMCA", "case_ids": [ 4245001 ], "weight": 12, "pin_cites": [ { "page": "\u00b6\u00b6 2, 57" }, { "page": "\u00b6\u00b6 56-57" }, { "page": "\u00b6 56" }, { "page": "\u00b6 57" } ], "opinion_index": 0, "case_paths": [ "/nm/147/0720-01" ] }, { "cite": "2008-NMSC-017", "category": "reporters:neutral", "reporter": "NMSC", "case_ids": [ 3784772 ], "weight": 3, "pin_cites": [ { "page": "\u00b6 21" } ], "opinion_index": 0, "case_paths": [ "/nm/143/0657-01" ] }, { "cite": "2003-NMSC-009", "category": "reporters:neutral", "reporter": "NMSC", "case_ids": [ 15958 ], "weight": 22, "pin_cites": [ { "page": "\u00b6 27" }, { "page": "\u00b6 27" }, { "page": "\u00b6 15" }, { "page": "\u00b6 1" }, { "page": "\u00b627" }, { "page": "\u00b6 15" } ], "opinion_index": 0, "case_paths": [ "/nm/133/0579-01" ] } ], "analysis": { "cardinality": 684, "char_count": 12737, "ocr_confidence": 0.71, "pagerank": { "raw": 1.154873306228204e-07, "percentile": 0.5822710127115519 }, "sha256": "a8cf4d0e07336207658843dbe68afe7ee97598ce9c74f19fb4eeb7e2d72f9599", "simhash": "1:dbfcf4a76502b3d5", "word_count": 1981 }, "last_updated": "2023-07-14T21:53:59.243869+00:00", "provenance": { "date_added": "2019-08-29", "source": "Harvard", "batch": "2018" }, "casebody": { "judges": [ "WE CONCUR: PATRICIO M. SERNA, RICHARD C. BOSSON, EDWARD L. CH\u00c1VEZ, Justices and RAYMOND Z. ORTIZ (Pro Tem)." ], "parties": [ "Michael and Tia WACHOCKI, individually and as personal representatives of the Estate of Jason Wachocki, deceased, and Bill Wachocki, Plaintiffs-Petitioners, v. BERNALILLO COUNTY SHERIFF\u2019S DEPARTMENT, Defendant-Respondent." ], "opinions": [ { "text": "OPINION\nMAES, Justice.\n{1} This appeal involves the loss-of-eonsortium claim brought by Bill Wachocki (Bill), the adult brother of Jason Wachocki (Jason). Twenty-two-year-old Jason was killed when his vehicle was struck by a speeding van driven by Willie Hiley (Willie), a corrections officer at the Metropolitan Detention Center (jail). Bill argues his loss-of-consortium claim was improperly foreclosed by the application of the \u201cmutual dependence\u201d standard which was developed for spousal-type relationships. Lozoya v. Sanchez, 2003-NMSC-009, \u00b6 27, 133 N.M. 579, 66 P.3d 948 (internal quotation marks and citation omitted), abrogated on other grounds by Heath v. La Mariana Apartments, 2008-NMSC-017, \u00b6 21, 143 N.M. 657, 180 P.3d 664. We clarify that recovery for loss of consortium may extend to sibling relationships; however, the facts presented in this case do not exhibit the mutual dependence required for recovery. The Court of Appeals having reached a similar conclusion, we affirm.\nI.BACKGROUND\n{2} Jason was 15 months older than Bill and as children they had shared a bedroom together. At the time of Jason\u2019s death, they had been sharing an apartment for approximately eight months. Jason and Bill split the rent, utilities, and grocery bills and shared household chores and cooking. The brothers enjoyed a close relationship. They spent their free time together, socializing, playing basketball, and going to the movies and the racetrack. Bill considered his older brother his role model and best friend, and he relied on Jason for advice and emotional support.\n{3} While upholding a wrongful death claim against the Bernalillo County Sheriffs Department (BCSD), the courts below denied the loss-of-consortium claim brought by Jason\u2019s brother, Bill. Wachocki v. Bernalillo Cnty. Sheriffs Dep\u2019t, 2010-NMCA-021, \u00b6\u00b6 2, 57, 147 N.M. 720, 228 P.3d 504. The Court of Appeals held that Bill had not shown that BCSD owed him a duty of care because it was not foreseeable that injury to Jason would harm Bill\u2019s relational interest. Id. \u00b6\u00b6 55-56. The Court also held that even if BCSD owed Jason a duty of care, no recovery was warranted because Bill had not shown he shared a sufficiently close relationship with Jason under the \u201cmutual dependence\u201d factors we outlined in Lozoya. Wachocki 2010-NMCA-021, \u00b6\u00b6 56-57, 147 N.M. 720, 228 P.3d 504. We granted certiorari pursuant to NMSA 1978, Section 34-5-14(B) (1972) and Rule 12-502 NMRA. Wachocki v. Bernalillo Cty., 2010-NMCERT-002, 147 N.M. 705, 228 P.3d 489.\nII. STANDARD OF REVIEW\n{4} We address whether the courts below improperly foreclosed Bill\u2019s recovery for loss of consortium by applying the Lozoya mutual dependence factors. The Lozoya factors assess whether the claimant and the injured party shared a sufficiently close relationship, proof of which is necessary to recover under a consortium theory. See Fitzjerrell v. City of Gallup ex rel. Gallup Police Dep\u2019t, 2003-NMCA-125, \u00b6 14, 134 N.M. 492, 79 P.3d 836. Bill claims error because the Lozoya factors are not specifically tailored to the sibling relationship. This call to reassess the Lozoya factors presents a question of law, which we review de novo. Boradiansky v. State Farm Mut. Auto. Ins. Co., 2007-NMSC-015, \u00b6 5, 141 N.M. 387, 156 P.3d 25. To the extent we review the factual premise underlying the loss-of-consortium claim, we defer to the \u201ctrial court\u2019s factual findings unless the findings are not supported by substantial evidence.\u201d Strata Prod. Co. v. Mercury Exploration Co., 121 N.M. 622, 627, 916 P.2d 822, 827 (1996); cf. Fitzjerrell, 2003-NMCA-125, \u00b6 13,134 N.M. 492, 79 P.3d 836 (\u201cThe legal availability of relief depends on the factual determination of whether a plaintiff has a significant enough relational bond with the victim of a tort to recover for loss of consortium.\u201d).\nIII. AVAILABILITY OF RECOVERY FOR SIBLING\u2019S LOSS-OF-CONSORTIUM CLAIM\n{5} A loss-of-consortium claimant must demonstrate two elements in order to recover damages. See Fitzjerrell, 2003-NMCA-125, \u00b6 14, 134 N.M. 492, 79 P.3d 836. The first element is that the claimant and the injured party shared a sufficiently close relationship. Id. In Lozoya, we held that the following factors were relevant in determining whether the claimant and injured party shared such a close relationship:\n\u201cthe duration of the relationship, the degree of mutual dependence, the extent of common contributions to a life together, the extent and quality of shared experience, and ... whether the plaintiff and the injured person were members of the same household, their emotional reliance on each other, the particulars of their day to day relationship, and the manner in which they related to each other in attending to life\u2019s mundane requirements.\u201d\n2003-NMSC-009, \u00b6 27,133 N.M. 579, 66 P.3d 948 (quoting Dunphy v. Gregor, 136 N.J. 99, 642 A.2d 372, 378 (1994)). The second element is a duty of care. Lozoya, 2003-NMSC-009, \u00b6 15, 133 N.M. 579, 66 P.3d 948. The tortfeasor owes a duty of care to the claimant where it is foreseeable that the harm inflicted upon the injured party would damage the relationship between the injured party and the claimant. Id. Because we decide this appeal based on the lack of the first element \u2014 a sufficiently close relationship \u2014 we need not address foreseeability.\n{6} The Court of Appeals concluded that the siblings did not share a sufficiently close relationship under the Lozoya test. See Wachocki, 2010-NMCA-021, \u00b6 56, 147 N.M. 720, 228 P.3d 504. Bill argues that the Court of Appeals improperly applied the Lozoya \u201cmutual dependence\u201d factors, developed for spousal-type relationships, to the sibling loss-of-consortium claim presented here. He claims that sibling relationships are distinct from spousal-type relationships, and therefore some of the Lozoya factors, such as the extent and quality of shared experience and emotional reliance, are not applicable to an adult-sibling relationship. Thus, he urges this Court to adopt a loss of consortium analysis that is specifically tailored to the unique nature of sibling relationships, considering such factors as whether siblings remain in close communication during adulthood, provide emotional support to one another, and share interests and activities.\n{7} BCSD responds that adopting Bill\u2019s proposed test would exalt the legal status of siblings over the fact-specific inquiry into mutual dependence, and therefore is inconsistent with our analysis in Lozoya. In Lozoya, we considered \u201cwhether unmarried cohabitants may recover against negligent actors for loss of consortium.\u201d 2003-NMSC-009, \u00b6 1, 133 N.M. 579, 66 P.3d 948. We rejected the defendants\u2019 contentions that only those with \u201cspecial legal status\u201d in relation to the injured party, such as spouses or blood relatives, may recover consortium damages. Id. \u00b6 19. We observed that loss-of-consortium claims are intended to compensate for \u201cdamage to a relational interest, not a legal interest.\u201d Id. \u00b6 20. Therefore, we declined to utilize \u201clegal status as a proxy for a significant enough relational interest,\u201d id. \u00b6 20, and held that cohabitants, even though not legally married, may be entitled to recover, id. \u00b6 27.\n{8} We decline to inject factors specific to the sibling relationship into our loss of consortium analysis. A relationship-specific test is not in accord with Lozoya, which clarified that legal status is not a \u201cdispositive factor in determining whether loss of consortium benefits should be extended.\u201d 2003-NMSC-009, \u00b6 20 n. 2, 133 N.M. 579, 66 P.3d 948. Thus, it would contravene Lozoya to fashion a test that is directly dependent on the type of legal relationship involved. Moreover, we are concerned that a relationship-specific test would detract from the important goals of clarity and stability in this area of the law. A relationship-specific test would presumably spawn many iterations \u2014 the factors would have to be tailored to siblings in this instance, then to many other types of relationships in cases to come. With the proper analysis so reliant upon the nature of the relationship, we fear that lower courts would be left with little clear guidance when faced with a loss-of-consortium claim.\n{9} Though we decline to inject sibling-specific factors into the analysis of whether the claimant and injured parties shared a sufficiently close relationship, we hold that the analysis should be streamlined to accommodate different types of relationships. In Lozoya, we held that the degree of mutual dependence, as well as a host of other factors, such as duration of the relationship, emotional reliance, and sharing of a common residence, bear upon whether the claimant and injured party shared a sufficiently close relationship. 2003-NMSC-009, \u00b627, 133 N.M. 579, 66 P.3d 948. We acknowledge that these factors may be helpful in the context of some relationships, especially spousal-type relationships; however, we strive for a uniform analysis applicable to all relationships.\n{10} With that goal in mind, we conclude that mutual dependence is the key element. The unmarried cohabitants in Lozoya were certainly mutually dependent\u2014 they jointly ran a household, made life decisions together and had made a long-term commitment to one another. See id. \u00b6\u00b6 9-10, 29. Similarly, in Fernandez v. Walgreen Hastings Co., a grandparent claiming loss of consortium shared a household with the granddaughter she lost and acted as the child\u2019s caretaker. 1998-NMSC-039, \u00b6\u00b64, 32, 126 N.M. 263, 968 P.2d 774. In both of these situations, the parties relied on the relationship and could not enjoy life in the same way once the relationship was severed. Under such circumstances, the claimant and injured party are mutually dependent, and therefore the relationship was sufficiently close to permit recovery for loss of consortium.\n{11} Having concluded that mutual dependence is the key factor in determining whether the claimant shared a sufficiently close relationship with the injured party, we proceed to apply this analysis, looking to the factual findings made by the district court. See Fitzjerrell, 2003-NMCA-125, \u00b613, 134 N.M. 492, 79 P.3d 836. Before his death, Jason shared an apartment with Bill for approximately eight months. The brothers \u201csplit bills and shared household chores, socialized together and relied on each other for friendship.\u201d As the Court of Appeals noted, \u201crecovery by a sibling may be proper,\u201d but here the \u201cfactual basis simply falls short.\u201d Wachocki 2010-NMCA-021, \u00b6 57, 147 N.M. 720, 228 P.3d 504. We agree. The brothers were roommates and shared a small amount of financial responsibilities, but we hold that their relationship did not exhibit the mutual dependence required for recovery.\n{12} We are mindful of the limited nature of loss-of-consortium claims in other jurisdictions. Many jurisdictions have expressly rejected sibling loss-of-consortium claims. See Bobick v. U.S. Fidelity & Guar. Co., 439 Mass. 652, 790 N.E.2d 653, 661-62 (2003) (holding that a sibling may not maintain a loss-of-consortium claim); Ford Motor Co. v. Miles, 967 S.W.2d 377, 383 (Tex.1998) (same). Though we recognize that other jurisdictions draw the line at particular relationships, we emphasize that our rejection of Bill\u2019s claim does not mean that a sibling cannot prevail in a loss-of-consortium claim. Where the facts demonstrate that two siblings shared a mutually dependent relationship, recovery for loss of consortium may be available.\n{13} We conclude that the factual findings made by the district court do not demonstrate a sufficiently close relationship, and therefore recovery for loss of consortium is not available to Bill. We need not address the remaining element of loss of consortium, a duty of care. See Lozoya, 2003-NMSC-009, \u00b6 15, 133 N.M. 579, 66 P.3d 948.\nIV. CONCLUSION\n{14} The findings presented here do not establish Bill Waehocki\u2019s right to recover damages for loss of consortium.\n{15} IT IS SO ORDERED.\nWE CONCUR: PATRICIO M. SERNA, RICHARD C. BOSSON, EDWARD L. CH\u00c1VEZ, Justices and RAYMOND Z. ORTIZ (Pro Tem).", "type": "majority", "author": "MAES, Justice." } ], "attorneys": [ "Kennedy, Moulton & Wells, P.C., Deborah D. Wells, Slease & Martinez, P.A., William D. Slease, Albuquerque, NM, for Bernalillo County Sheriffs Department.", "McGinn, Carpenter, Montoya & Love, P.A., Randi McGinn, A. Elida Montoya, Tyler J. Atkins, Albuquerque, NM, for Michael and Tia Wachocki, individually and as personal representatives of the Estate of Jason Wachocki, deceased, and Bill Wachocki." ], "corrections": "", "head_matter": "2011-NMSC-039\n265 P.3d 701\nMichael and Tia WACHOCKI, individually and as personal representatives of the Estate of Jason Wachocki, deceased, and Bill Wachocki, Plaintiffs-Petitioners, v. BERNALILLO COUNTY SHERIFF\u2019S DEPARTMENT, Defendant-Respondent.\nNo. 32,131.\nSupreme Court of New Mexico.\nOct. 11, 2011.\nKennedy, Moulton & Wells, P.C., Deborah D. Wells, Slease & Martinez, P.A., William D. Slease, Albuquerque, NM, for Bernalillo County Sheriffs Department.\nMcGinn, Carpenter, Montoya & Love, P.A., Randi McGinn, A. Elida Montoya, Tyler J. Atkins, Albuquerque, NM, for Michael and Tia Wachocki, individually and as personal representatives of the Estate of Jason Wachocki, deceased, and Bill Wachocki." }, "file_name": "0650-01", "first_page_order": 686, "last_page_order": 689 }