Lead Opinion
OPINION
Case Summary
Savannah Linley Ann Nelson Ramirez ("S.R."), by her father, Stephen Ramirez ("Ramirez"), appeals the trial court's grant of partial summary judgment in favor of James A. Wilson ("Wilson") and Suzy-Q Trucking, LLC (collectively, "the Appel-lees") upon a claim under Indiana's child wrongful death statute, Indiana Code Seetion 34-23-2-1 ("the statute"). We affirm.
Issues
Ramirez raises two issues:
I. Whether the trial court erroncously granted partial summary judgment upon a determination that a full-term fetus is not a "child" under the statute; and
II. Whether the statute, as interpreted by our Supreme Court in Bolin v. Wingert,764 N.E.2d 201 (Ind.*2 2002), violates the privileges and immunities clause of the Indiana Constitution.
Facts and Procedural History
On March 21, 2007, Megan Nelson ("Nelson"), who was then nine months pregnant with S.R., was driving a vehicle on State Road 10 in Newton County, Indiana. Wilson, the owner-operator of Suzy-Q Trucking, LLC, was driving a semi tractor in the opposite direction. During a passing maneuver, the vehicle and semi collided head-on. Nelson was killed and S.R. died in utero.
On April 10, 2007, Ramirez filed a complaint under the statute, alleging that he was S.R.'s father and that Wilson's negligence caused S.R.'s death. The Special Administrator of Nelson's estate also pursued a wrongful death claim against the Appellees for the death of Nelson.
On April 29, 2008, the trial court heard argument on the motion for partial summary judgment. At the conclusion of the hearing, the trial court indicated that it was bound by the Bolin decision to grant the motion for partial summary judgment. The trial court certified the order pursuant to Indiana Trial Rule 54(B). Ramirez now appeals.
Discussion and Decision
Summary Judgment Standard of Review
Summary judgment is appropriate when there are no genuine issues of material fact and the moving party is entitled to judgment as a matter of law. Ind. Trial Rule 56(C). In reviewing a trial court's ruling on summary judgment, this court stands in the shoes of the trial court, applying the same standards in deciding whether to affirm or reverse summary judgment. Hendricks Co. Bd. of Comm'rs v. Rieth-Riley Const. Co., Inc.,
Here, the parties do not dispute the relevant facts. They agree that S.R. was a viable, full-term, yet unborn fetus at the time of her death. They disagree as to whether S.R. was a "child" under the statute. Statutory interpretation presents a pure question of law for which summary judgment is particularly appropriate. Pike Twp. Educ. Found., Inc. v. Rubenstein,
Statutory Meaning of "Child"
Ramirez contends that S.R., a full-term and viable
*3 Injury or death of child; action by parent or guardian
See. 1. (a) As used in this section, "child" means an unmarried individual without dependents who is:
(1) less than twenty (20) years of age; or
(2) less than twenty-three (28) years of age and is enrolled in a postsecondary educational institution or a career and technical education school or program that is not a postsecondary educational program.
(b) An action may be maintained under this section against the person whose wrongful act or omission caused the injury or death of a child. The action may be maintained by:
(1) the father and mother jointly, or either of them by naming the other parent as a codefendant to answer as to his or her interest;
(2) in case of divorcee or dissolution of marriage, the person to whom custody of the child was awarded; and
(3) a guardian, for the injury or death of a protected person.
In Bolin, our Supreme Court reviewed a case where the plaintiff had suffered the miscarriage of an eight to ten week old fetus after an automobile accident and had brought a claim for wrongful death under the statute. The trial court granted the defendant's motion for summary judgment, and this Court affirmed the trial court. On transfer, our Supreme Court undertook "to determine the scope of the term 'child' in the Wrongful Death Statute."
Here, Ramirez contends that Bolin should not apply because the facts are distinguishable (S.R. was a full-term fetus as opposed to an eight-to-ten-week-old fetus) and because Bolin was wrongly decided. Although we express great sympathy with Ramirez's cireumstances, we cannot grant the remedy he seeks.
In Horn v. Hendrickson,
Only a child "born alive" fits the definition of "child" under the child wrongful death statute ("the statute"). [764 N.E.2d at 207 .] In reaching that conclusion, the court declared a "bright line" test. Despite the salient factual difference here, namely, that Horn's fetus was viable, the Bolin opinion categorically precludes all parents from bringing a wrongful death claim for the death of a viable or non-viable fetus. It is not this court's role to reconsider or declare invalid decisions of our supreme court.
Horn,
With these precepts in mind, we will not proceed in direct conflict with the controlling precedent of our Supreme Court, and we will affirm the grant of partial summary judgment to the Appellees. Howev
Constitutionality
Ramirez alleges that the statute violates Article 1, Section 23 of the Indiana Constitution, the privileges and immunities clause
To the extent that it may be said that Ramirez articulates and supports an equal privileges challenge, this Court has previously rejected such a constitutional claim. See McVey v. Sargent,
As this Court has observed in Horn, "IjJust as we have no authority to overrule Bolin directly, we cannot disregard supreme court precedent and purport to overrule Bolin indirectly on constitutional grounds."
Conclusion
Inasmuch as there exist no genuine issues of material fact, and the Appellees are entitled to judgment as a matter of law on the claim under Indiana's child wrongful death statute, the trial court properly granted partial summary judgment.
Affirmed.
Notes
. We held oral argument in this case in the Indiana Supreme Court Courtroom on December 16, 2008. The panel would like to acknowledge and thank counsel for their skillful and informative advocacy.
. The Estate's claim is not part of this appeal.
. Our legislature has defined viability as "the ability of a fetus to live outside the mother's womb." Ind.Code § 16-18-2-365.
. The "privileges and immunities" clause of the Indiana Constitution provides: "The general assembly shall not grant to ... any class of citizens ... privileges or immunities which, upon the same terms, shall not equally belong to all citizens." Ind. Const. art. 1, § 23.
Dissenting Opinion
dissenting with separate opinion.
I respectfully dissent from the majority's decision to affirm the trial court's grant of partial summary judgment in favor of the Appellees. In essence, the majority's opinion refuses to "proceed in direct conflict with controlling supreme court precedent," while at the same time, it implicitly acknowledges that the result reached in Bolin v. Wingert,
Traditionally, based upon the doctrine of stare decisis, we are bound by the decisions of our supreme court until the decision is changed either by that court or by legislative enactment. In re Petition to Transfer Appeals,
Principles of law which serve one generation well may, by reason of changing conditions, disserve a later one. Experience can and often does demonstrate that a rule, onee believed sound, needs modification to serve justice better. The adaptability of the common law to the changing needs of passing time has been one of its most beneficent characteristics. A court, when onee convinced that it is in error, is not compelled to follow precedent. If, however, stare de-cisis is to continue to serve the cause of stability and certainty in the law-a condition indispensable to any well-ordered system of jurisprudence-a court should not overrule its earlier decisions unless the most cogent reasons and inescapable logic require it.
Herald Publishing Co. v. Bill,
I. Individual under the Child Wrongful Death Act.
Both the trial court's grant of Appellees! motion for partial summary judgment and the majority's decision to affirm the trial court are based on our supreme court decision in Bolin which instituted a bright line test that in order for the Child Wrongful Death Act to be applicable, the child has to be born alive. However, reviewing Indiana's case law on the issue, it appears that Bolin represents a complete turnaround of our courts' previous position.
A. Case Low Prior to Bolin v. Wingert
In Britt v. Sears,
Turning to the historical genesis of actions for the wrongful pre-natal death of a child, the Britt court approvingly quoted at length from Minnesota's supreme court de- . cision Verkemnnes v. Corniea,
Recognizing that any action is purely a creature of statute, the Brift court turned its focus to Indiana's statute. Id. at 24. The statute applicable at the time of the Britt decision had been enacted in 1881 and gave the father the right to maintain an action for the injury or death of a child. Id. Interpreting the statute, the court stated that because actions for pre-natal
In concluding remarks, the court stated that "it is both just and logical to treat an unborn child who has been 280 days in gestation as having a legal being and legal personality distinct from that of its mother although it is enclosed in its mother's body and therefore dependent upon her breath for oxygen and upon her food for nourishment." Id. at 26. As such, the court held that "'a full term healthy male capable of independent life' with which its mother, at the time of its death in her womb, was then nine months and one week pregnant, is a child within the meaning of the statute." Id. at 27. Thus, under our 1971 decision in Britt, parents could bring a wrongful death action against a tortfeasor for causing the death of their unborn child capable of independent life.
The following year, our supreme court decided Cheaney v. State,
For the next thirty-one years, until our supreme court handed down Bolin in March of 2002, the Britt decision would govern any action for the wrongful death of an unborn child capable of independent life. As shown above, prior to Bolin, Indiana's courts were focused on protecting the rights of the unborn.
B. Bolin v. Wingert
In Bolin v. Wingert,
On appeal, the court of appeals based its analysis on the Britt decision. Bolin v. Wingert,
Our supreme court affirmed but for different reasons. In the first and second sentences of its unanimous opinion, the supreme court states: "In a case of first impression under Indiana's Child Wrongful Death Statute, we address the question whether an eight-to ten-week-old fetus fits the definition of 'child' We conclude that it does not." Bolin,
Turning to Indiana's statute, the court noted the statute's inclusion of an upper age limit and its omission of a lower age limit. Id. Acknowledging that the Britt court relied exclusively on policy and logic, the supreme court noted that because of the 1987 revisions to the Child Wrongful Death Act the court could now consider the intent of the legislature as expressed by the provisions it added to the Indiana Code. Id. at 206. In concluding that the term "child" only includes children born alive, the Bolin court addressed four "concepts" that appear in the statute's definition of a "child": "an (1) unmarried, (2) individual, (3) without dependents, (4) who is less than twenty years of age." Id. The court stated that those terms "tend to indicate the legislature contemplated that only living children would fall within the definition of 'child'" Id. As a result, the Bolin court instituted a bright line test that only a child born alive fits the definition of "child" under the Child Wrongful Death Act. Id. at 207. It categorically precludes all parents from bringing a wrongful death claim for the death of a viable or non-viable, unborn child.
C. Post-Bolin Case Law
Three years after the Bolin decision, this court issued its well-reasoned opinion in Horn v. Hendrickson,
First, "an examination of the history of the statute, together with Indiana's two other wrongful death statutes, supports a conclusion that our legislature intended to permit recovery not only for the death of children born alive but also for the death of viable unborn children." Id. at 696. For many years prior to its recodification in 1987, the original Child Wrongful Death Act did not include a definition of "child." Id. at 696. As a result, the Britt court interpreted the statute and concluded that parents could bring a wrongful death action against the tortfeasor for causing the death of their unborn child capable of independent life. Id. at 697.
Following the Britt decision, the Horn court notes our supreme court opinion in Miller v. Mayberry,
Based on this statutory history, the Horn court concludes that "in 1987, when the legislature expanded the seope of recovery under the statute beyond the peeu-niary loss rule and defined 'child, the statute unmistakably superseded Miller but did not likewise repudiate our holding in Britt," which had been Indiana's precedent since 1971 and had been on the books for more than fifteen years by the time the legislature amended the statute in 1987. Id. at 698.
The Horn court's second criticism of Bolin revolves around the doctrine of Statutes in Pari Materia. Horn blatantly states that the Bolin decision did not apply this doctrine and failed to construe the Child Wrongful Death Act in light of related statutes. Id. Pointing to the Adult Wrongful Death statute, enacted in 1999, Horn notes that an "adult person" is defined as an unmarried individual who does not have dependents and who is not a child. Id. Moreover, in order for a parent or child of the adult person to recover damages, the parent or child has the burden of proving a genuine, substantial, and on-going relationship with the adult person. Id. Reading the statutes together, the Horn court concludes that the terms of the Child Wrongful Death Act (unmarried, without dependents, less than twenty years of age and ... enrolled in an institution of higher education or vocational training) were included to avoid the enactment of redundant statutes and the duplication of wrongful death claims,. Id. at 699.
Lastly, the Horn court focuses on the pivotal word "individual," as included in the statute. Initially, Horn notes that by definition an individual is a viable fetus and states that our legislature has already defined viability to mean "the ability of a fetus to live outside the mother's womb." Id. at 700; .C. § 16-18-2-865. Furthermore, advances in obstetrics and neonatol-ogy have compelled courts in all jurisdictions to abandon the early common law doctrine that a fetus and its mother are a single entity.
In light of these three criticisms, the Horn court concludes with a forceful rebuke directed at our supreme court. "The holding in Bolin that parents in Indiana cannot recover for the wrongful death of a viable fetus is a return to the 19th century when, in tort law, a fetus and its mother were considered one and the same." Id.
It is abundantly clear that the Bolin decision no longer has any contemporary value and requires modification to serve justice better,
II. Constitutional Challenge
With regard to Ramirez argument that differential treatment is afforded to mothers as opposed to fathers of unborn children in violation of Article I, Section 23, the Privileges and Immunities Clause of the Indiana Constitution, the majority relies on McVey v. Sargent,
In Collins v. Day,
First, the disparate treatment accorded by the legislature must be reasonably related to inherent characteristics which distinguish the unequally treated classes. Second, the preferential treatment must be uniformly applicable and equally available to all persons similarly situated.
As the court further explained in Collins, legislative classification under Art. I, Section 23 must be "based upon substantial distinctions germane to the subject matter and the object to be attained." Id. at 78. In other words, "[the distinctions must involve something more than mere characteristics which will serve to divide or identify a class. There must be inherent differences in situations related to the subject-matter of the legislation which require, necessitate, or make expedient different or exclusive legislation with respect to the members of the class." Id.
Although the majority relies on McVey, a similar argument was addressed in Horn. Specifically, Horn analyzed whether the Child Wrongful Death Act, violates Indiana's Equal Privileges and Immunities Clause when it differentiates between parents of a child born alive and parents of a viable fetus. Horn,
McVey, almost in passing, also analyzed the issue raised by Ramirez, and determined that inherent characteristics existed that warranted the different treatment under Article I, Section 28 of the Indiana Constitution. McVey,
While I recognize that I voted with the majority in McVey, now, after renewed contemplation, I find that McVey was wrongly decided. I believe that McVey's reasoning does not satisfy the Collins test. See Collins,
In light of this dissent, the Horn decision, and this majority's decision, I implore the parties here to seek transfer to the supreme court, requesting a modification of its Bolin decision.
. Interestingly, our supreme court decided Cheaney six months before the United States Supreme Court Roe v. Wade,
. A child is considered "quick" when the fetus "is able to move in its mother's womb." Bolin,
. I note that Senate Bill 341, introduced in the 2009 legislative session, proposes to amend Ind Code § 34-23-2-1 specifying that the statutory term "child" should include "a fetus that has attained viability." If successful, a wrongful death action could then be maintained against the person whose wrongful act or omission caused the injury or death of a viable fetus.
In addition, House Bill 1069, proposed in the 2009 legislative session, attempts to amend I.C. § 6-3-1-3.5 to include a tax deduction for a stillborn child. At the time of this dissent, the proposed amendment provides a $1,000 deduction from adjusted gross income for "each birth during the taxable year of a stillborn child of the taxpayer for which a certificate of birth resulting in stillbirth is issued under IC 16-37-1-8.5."
