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Estate of Justin v. Smith
130 So. 3d 508
Miss.
2014
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Background

  • Justin Smith married Holly; Holly gave birth to Halley in 2000 and Justin signed the birth certificate and acted as Halley’s father for ~8 years.
  • Multiple DNA tests during divorce proceedings showed Justin was not Halley’s biological father and later identified Joseph Montgomery as biological father; Justin’s name was removed from Halley’s birth certificate after his death.
  • Justin died in July 2009 before the divorce was final; Holly was appointed administratrix and initially had a chancery order declaring Holly and Palyn as Justin’s sole heirs.
  • Halley (through a guardian ad litem) sought reconsideration, asserting she was Justin’s in loco parentis child and therefore a wrongful-death beneficiary under Miss. Code § 11-7-13.
  • The chancery court found Halley was in loco parentis but that an in loco parentis child is not a wrongful-death beneficiary under § 11-7-13; the court also found the presumption of paternity had been rebutted.
  • On appeal, the Mississippi Supreme Court affirmed, holding the wrongful-death statute’s definition of “children” does not include in loco parentis children and the Court may not judicially expand the statute.

Issues

Issue Plaintiff's Argument (Halley) Defendant's Argument (Holly/Chancellor) Held
Whether an in loco parentis child qualifies as a wrongful-death beneficiary under Miss. Code § 11‑7‑13 In loco parentis children should be included as wrongful-death beneficiaries on public-policy and child‑best‑interest grounds § 11‑7‑13’s text includes natural, illegitimate, and adopted children but is silent as to in loco children; statute must be strictly construed and cannot be judicially expanded Held: No — in loco parentis children are not wrongful-death beneficiaries under § 11‑7‑13
Whether prior paternity presumption was rebutted such that Halley is not Justin’s child for wrongful-death purposes Halley conceded in loco parentis status but argued earlier adjudications may have preserved legal paternity at death Multiple DNA tests and records rebutted paternity presumption; Montgomery shown to be biological father and Justin’s presumption of paternity was rebutted Held: The chancery court did not err in finding the presumption of paternity rebutted
Whether descent-and-distribution authority (prior paternity adjudications) controls wrongful-death beneficiary status Halley (in dissent) argued prior judicial recognitions of paternity could mean she remained Justin’s legal child at death Majority: wrongful-death beneficiaries are determined by § 11‑7‑13, not by intestacy statutes; Hogan and descent cases are inapplicable here Held: Majority rejects using descent-and-distribution to expand § 11‑7‑13; dissent would remand to examine when paternity adjudications were effective
Whether courts should import workers’ compensation or other statutes’ in loco language into § 11‑7‑13 Halley urged analogy to statutes that expressly include in loco children Majority: those statutes expressly include in loco beneficiaries; § 11‑7‑13 is silent and must be strictly construed Held: Rejected — statutes with explicit language differ; court will not rewrite § 11‑7‑13

Key Cases Cited

  • Fortinberry v. Holmes, 42 So. 799 (Miss. 1907) (recognition of in loco parentis doctrine)
  • Farve v. Medders, 128 So.2d 877 (Miss. 1961) (definition and elements of in loco parentis)
  • Smith v. Garrett, 287 So.2d 258 (Miss. 1973) (wrongful-death statute is to be strictly construed)
  • Longleaf Forest Prods., Inc. v. Hopkins, 349 So.2d 523 (Miss. 1977) (workers’ compensation statute expressly covered in loco children)
  • Hogan v. Buckingham ex rel. Buckingham, 730 So.2d 15 (Miss. 1998) (discussion of prior paternity adjudications and heirship determinations)
  • Burley v. Douglas, 26 So.3d 1013 (Miss. 2009) (distinguishing standing to bring wrongful-death claim from entitlement to recover under the wrongful‑death statute)
  • Rafferty v. Perkins, 757 So.2d 992 (Miss. 2000) (DNA test results may rebut presumption of legitimacy)
Read the full case

Case Details

Case Name: Estate of Justin v. Smith
Court Name: Mississippi Supreme Court
Date Published: Jan 23, 2014
Citation: 130 So. 3d 508
Docket Number: No. 2012-CA-01895-SCT
Court Abbreviation: Miss.