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Facts

  • The lawsuit was initiated by Lance Lucero, as Personal Representative of the Estate of Tawana Lucero, deceased, against Doctor On Call, LLC, and John Tyson, M.D., among others. The complaint alleged negligence, medical malpractice, and wrongful death, claiming Dr. Tyson prescribed excessive amounts of dangerous medications to Tawana, leading to her death from an overdose on December 1, 2009. Lance Lucero was appointed as personal representative of Tawana’s probate estate before filing this suit but did not obtain a separate district court appointment as personal representative under the Wrongful Death Act for the civil action. A settlement agreement was reached with Dr. Tyson in spring 2013, and the district court dismissed all claims against him with prejudice. Over two years later, the court recognized that Lance was not appointed as the Personal Representative for the Wrongful Death Estate, leading to his removal and replacement by Kathleen Oakey in both the civil action and the probate case (paras 1-4).

Procedural History

  • District Court of Bernalillo County: Claims against Dr. Tyson were dismissed with prejudice following a settlement agreement (para 3).
  • District Court of Bernalillo County, July 15, 2015: Lance Lucero was removed as personal representative, and Kathleen Oakey was appointed in his place for both the civil action and the probate case (para 3).
  • District Court of Bernalillo County, July 26, 2016: An order was entered granting Kathleen Oakey's motion to set aside the settlement and reinstate the claims against Dr. Tyson, which was later superseded by an order on August 16, 2016 (para 4).

Parties' Submissions

  • Plaintiff (Kathleen Oakey): Argued that the settlement with Dr. Tyson was void ab initio because Lance Lucero lacked the statutory authority to pursue the claims, leading to a motion to set aside the settlement and reinstate claims against Dr. Tyson (paras 13-14, 16-17).
  • Defendant (Dr. Tyson): Contended that at the time of the settlement, New Mexico law did not require a probate personal representative to obtain an additional court appointment to serve as a Wrongful Death Act personal representative. Argued against the reinstatement of the lawsuit that had been dismissed with prejudice, emphasizing that the settlement agreement should not be set aside (paras 15, 20-37).

Legal Issues

  • Whether an individual who obtained a court appointment as probate personal representative needed an additional court appointment to serve as a Wrongful Death Act personal representative at the time the civil action was filed and the claims against Dr. Tyson were settled and dismissed with prejudice (para 20).
  • Whether the district court erred in ordering the reinstatement of claims against Dr. Tyson under Rule 1-060(B)(6) (para 38).

Disposition

  • The Court of Appeals reversed the district court's order that set aside the May 13, 2013 order dismissing with prejudice all claims against Dr. John Tyson and reinstated Dr. Tyson as a defendant in the case (para 45).

Reasons

  • The Court of Appeals, per Chief Judge Linda M. Vanzi, concluded that the law in effect at the time the civil action was filed and the claims against Dr. Tyson were settled did not require an individual who had obtained a court appointment as a probate personal representative to obtain a separate court appointment to serve as a Wrongful Death Act personal representative. The court determined that the district court abused its discretion by reinstating the claims against Dr. Tyson based on an erroneous interpretation of the law. Furthermore, the court found that the district court erred in ordering the reinstatement of claims against Dr. Tyson under Rule 1-060(B)(6), as the motion for reinstatement was not brought within a reasonable time and did not present exceptional circumstances justifying relief from the operation of the judgment. The appellate court emphasized that disagreements between beneficiaries and personal representatives regarding the prosecution of wrongful death claims do not constitute exceptional circumstances warranting relief under Rule 1-060(B)(6) (paras 20-44).
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