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FOR PUBLICATION
ATTORNEYS FOR APPELLANTS: ATTORNEYS FOR APPELLEES:
SCOTT A. BENKIE PATRICIA POLIS MCCRORY
DOUGLAS A. CRAWFORD SANDRA S. CARR
Benkie & Crawford Harrison & Moberly
Indianapolis, Indiana Indianapolis, Indiana
IN THE
COURT OF APPEALS OF INDIANA
JENNIPHER FORTE, individually and on behalf )
of the ESTATE OF JEFFREY BARCUS, )
)
Appellants-Plaintiffs, )
)
vs. ) No. 49A02-9807-CV-561
)
CONNERWOOD HEALTHCARE, INC., et al., )
)
Appellees-Defendants. )
APPEAL FROM THE MADISON SUPERIOR COURT
The Honorable Thomas Newman, Jr., Judge
Cause No. 48D03-9609-CT-641
December 14, 1998
OPINION - FOR PUBLICATION
BAILEY, Judge
Case Summary
Appellant-Plaintiff Jennipher Forte (Mother), individually, and on behalf of the
Estate of her deceased son, Jeffrey Barcus, brings this interlocutory appeal of the trial court's
grant of partial judgment on the pleadings with respect to Mother's claim for punitive
damages in her lawsuit against Appellee-Defendant Connerwood Healthcare, Inc. (Nursing
Home). We reverse.
Issue
Forte raises two issues which we restate and consolidate as:
Whether the trial court erred in entering judgment in favor of Nursing Home
with respect to Mother's individual claim for punitive damages associated with
her common law claim for the loss of her child's services.See footnote
1
Facts
The evidence most favorable to the nonmovant Mother reveals that her son was
admitted to Nursing Home on October 2, 1995. (R. 18). Over the course of the next seven
days, Nursing Home committed several negligent acts and omissions which caused the son's
death on October 9, 1995. (R. 17-23). Mother has documented that Nursing Home had
exhibited a significant history and pattern of providing substandard and neglectful patient
care. (R. 42).
Mother filed the instant lawsuit on her own behalf, individually, and on behalf of her
son's estate. (R. 17-23). Mother amended her complaint to include a claim for punitive
damages alleging that Nursing Home's negligence was willful and wanton. (R. 42). Nursing
Home moved for partial judgment on the pleadings with respect to the issue of punitive
damages. (R. 50-52). The trial court granted the motion finding that punitive damages are
not allowed under the wrongful death statute. (R. 115-16).See footnote
2
This appeal ensued.
Discussion and Decision
A. Standard of Review
As stated in Schuman v. Kobets, 698 N.E.2d 375 (Ind. Ct. App. 1998), trans. pending:
Pursuant to Ind. Trial Rule 12(C), the trial court may grant a motion for
judgment on the pleadings if a review of the pleadings establishes that no
material issue of fact exists and the movant is entitled to judgment as a matter
of law. A motion for judgment on the pleadings tests the sufficiency of the
complaint to state a redressable claim, not the facts to support it. The test to
be applied is whether the allegations of the complaint, taken as true and in the
light most favorable to the nonmovant and with every intendment regarded in
her favor, sufficiently state a redressable claim. The party moving for
judgment on the pleadings admits, for purposes of the motion, all facts well-
pleaded and the untruth of any of his own allegations which have been denied.
When the pleadings present no material issues of fact, and the facts shown by
the pleadings clearly entitle a party to judgment, the entry of judgment on the
pleadings is appropriate.
Id. at 377-78. (citations omitted).
B. Punitive Damages in Wrongful Death Cases
At common law, there was no liability in tort for killing another person because
actions for personal injury did not survive the death of the injured party. Ed Wiersma
Trucking Co. v. Pfaff, 643 N.E.2d 909, 911 (Ind. Ct. App. 1994), adopted, 678 N.E.2d 110.
Thus, wrongful death actions are purely creatures of statute. Id. Because wrongful death
statutes were enacted in derogation of common law, they must be strictly construed. Wolf
v. Boren, 685 N.E.2d 86, 88 (Ind. Ct. App. 1997), trans. denied; Andis v. Hawkins, 489
N.E.2d 78, 81 (Ind. Ct. App. 1986), trans. denied. Therefore, only those damages prescribed
by statute may be recovered. Id. Accordingly, Indiana courts have thus far held that punitive
damages are not recoverable under the statutes governing wrongful death actions. Rogers
v. R.J. Reynolds Tobacco Co., 557 N.E.2d 1045, 1056 (Ind. Ct. App. 1990) (adult wrongful
death statute); Andis, 489 N.E.2d at 83 (child wrongful death statute).See footnote
3
C. Punitive Damages Associated with Spouse's Loss of Consortium
In Rogers, 557 N.E.2d 1045, although we held that punitive damages were not
recoverable under the adult wrongful death statute; we nevertheless held that:
The question of whether punitive damages may be recovered on a spouse's
loss of consortium claim, as opposed to one made on behalf of a decedent's
estate under the wrongful death statute, has never been decided in Indiana. We
hold a claim for punitive damages may be appropriately asserted by [plaintiff]
in her individual capacity under these facts.
The purpose of punitive damages is not to compensate or reward the
plaintiff; it is to penalize a defendant. The issue is whether the defendant's
conduct is so obdurate that it calls for an assessment of punitive damages. If
[decedent] were alive to press his own personal injury claims, punitive
damages would be available to him if he established Defendants' acts rose to
the requisite level of culpability. His death precludes this outcome. It would
be anomalous to allow [decedent's] death to insulate Defendants from liability
for punitive damages when his widow claims them independently of the
wrongful death statute.
Therefore, the trial court properly granted summary judgment on the
wrongful death claim to the extent the judgment denies [decedent's] estate
punitive damages. However, it erred in so doing to the extent it granted
judgment on [plaintiff's] individual claim for punitive damages associated
with her alleged loss of consortium.
Id. at 1056-57 (citations and footnote omitted).
D. Common Law Claim for Loss of Services of Child
A wrongful act resulting in an injury to a minor child gives rise to a common law
cause of action in favor of the parent for the loss of the child's services. Boyd v. Blaisdell,
15 Ind. 73, 75-76 (1860); Buffalo v. Buffalo, 441 N.E.2d 711, 714 (Ind. Ct. App. 1982).
When the act of the wrongdoer which deprives the parent of the services of her child causes
the child's death, the parent may recover for the services of the child from the time of the
injury until his death, and may also recover any incidental damages the child may have
suffered, such as medical attendance, care, and nursing up to that time. Jackson v.
Pittsburgh, C., C. & St. L. Ry. Co., 140 Ind. 241, 39 N.E. 663 (1895). At common law, [a]
parent might, and still may, without any [wrongful death] statute, recover for loss of services
resulting from a wrongful injury to his child, during the period of disability occasioned by
such injury, and, if death resulted, for the loss of services during the time intermediate the
injury and death. Mayhew v. Burns, 103 Ind. 328, 2 N.E. 793, 794 (1885). In the case
where death resulted from the wrongful act, the parent could recover for loss of services
from the date of the commission of the injury only to the date of the death of the son; but by
[the wrongful death] statute we have 'added to the common-law remedy of a parent the right
to recover all the probable pecuniary loss resulting from the death of a child.' Thompson
v. Town of Fort Branch, 204 Ind. 152, 178 N.E. 440, 442 (1931) (internal quotation from
Louisville, N.A. & C. Ry. Co. v. Goodykoontz, 119 Ind. 111, 21 N.E. 472 (1889)).See footnote
4
Thus, the common law cause of action has survived and continues to provide a remedy
for parents for the loss of their child's services up until the child's death. See Jackson, 39
N.E. at 663; Thompson, 178 N.E. at 472; Mayhew, 2 N.E. at 794. And, as the common law
right of recovery ends at the child's death, the child wrongful death statute provides a parent
with an additional remedy to recover damages, including the damages related to the loss of
the child's services, which pertain to a period of time after a child's death. See Ind. Code
§ 34-1-1-8(f) (now Ind. Code § 34-23-2-1(f)) (the child wrongful death statute provides that
[damages may be awarded . . . only with respect to the period of time from the death of the
child until [one of three later dates]. (emphasis added).See footnote
5
In the present case, Mother, having brought her lawsuit in her individual capacity as
well as on the behalf of her son's estate, has stated a redressable common law claim for the
loss of her son's services from the date of Nursing Home's first negligent act or omission
until the time of his death. As noted above, this common law remedy preceded, and survived
the additional remedy provided by the wrongful death statute.See footnote
6
See Mayhew, 2 N.E. at 794;
Thompson, 178 N.E. at 442.
Thus, based on Rogers, 557 N.E.2d 1056-57, we hold that Mother has appropriately
stated a redressable claim for punitive damages in her individual capacity under the present
circumstances. Our decision aligns with Rogers in militating against the anomalous state of
the law under the wrongful death statutes which allow death to insulate a defendant from
liability for punitive damages.
See footnote
7
See id.
It is of no moment that the value of Mother's common law claim for her son's
services may be of dubious pecuniary value under the present circumstances. In a parent's
action based on the loss of her child's services, the actual rendition of services is immaterial.
Alvin C. Johnson, Pleading-Actions for Death of Minor Child-Damages, 7 Ind.L.J. 505, 506
(1931). Under Indiana law,
all damages attributable to a tort are compensable and, although
the jury may not be required to award a substantial amount of damages in any particular case,
it must award at least nominal damages. Symon v. Burger, 528 N.E.2d 850, 852 (Ind. Ct.
App. 1988).
An award of punitive damages may be sustained on the basis of nominal
damages or upon the invasion of any legally protected interest. Heinrichs v. Pivarnik, 588
N.E.2d 537, 544-45 (Ind. Ct. App. 1992). After all,
punitive damages are not compensatory
in nature, but are designed to punish the wrongdoer and to dissuade him and others from
similar conduct in the future. Orkin Exterminating Co., Inc. v. Traina, 486 N.E.2d 1019,
1022 (Ind. 1986).
Thus, when determining whether punitive damages should be imposed,
the fact-finder must consider that the plaintiff has already been awarded all to which she was
entitled to receive under the law, and that, an additional award of punitive damages is in the
nature of a windfall. Id.
Furthermore, punitive damages are in no way automatic upon the fact-finder's
determination that a defendant is liable in tort. See Johnston v. State Farm Mutual
Automobile Insurance Company, 667 N.E.2d 802, 805. (Ind. Ct. App. 1996), trans. denied.
Punitive damages may be awarded only if there is clear and convincing evidence that the
tortfeasor acted with malice, fraud, gross negligence, or oppressiveness which was not the
result of mistake or other human failing. Id. The sole issue in determining whether an award
of punitive damages is appropriate is whether the defendant's conduct was so obdurate that
he should be punished for the benefit of the general public.
Orkin, 486 N.E.2d at 1022.
Conclusion
Based on the above, we hold that the trial court properly granted judgment on the
pleadings with respect to Mother's punitive damages claim brought on behalf of her son's
estate under the wrongful death statute.See footnote
8
However, the trial court erred to the extent it
granted judgment on the pleadings with respect to Mother's individual claim for punitive
damages associated with her common-law claim for the loss of her child's services. See
Rogers, 557 N.E.2d at 1057.
Reversed.
DARDEN, J., concurs.
BAKER, J., dissents with separate opinion.
IN THE
COURT OF APPEALS OF INDIANA
JENNIPHER FORTE, individually, and on )
behalf of the ESTATE OF JEFFREY BARCUS, )
)
Appellant-Plaintiff, )
)
vs. ) No. 49A02-9807-CV-561
)
CONNERWOOD HEALTHCARE, INC., et al., )
)
Appellees-Defendants, )
______________________________________________________________________________
BAKER, Judge, dissenting.
As the trial judge so aptly noted in his order granting Connerwood Healthcare's
motion for judgment on the pleadings, the legislature's amendment to
IND.
CODE
§ 34-1-1-8,See footnote
9
the Child Wrongful Death Act (the Act), neither changed nor modified the pecuniary loss
rule with respect to wrongful death actions.
In my view, actions for the death of a child continue to be limited to pecuniary loss
and cannot be extended to punitive damages. See Miller v. Mayberry, 506 N.E.2d 7, 10 (Ind.
1987) (recovery for the death of a minor child is limited to pecuniary loss only); see also
Andis v. Hawkins, 489 N.E.2d 78, 83 (Ind. Ct. App. 1986), trans. denied (punitive damages
may not be recovered in parents' actions for wrongful death of minor child); see also Rogers
v. R.J. Reynolds Tobacco Co., 557 N.E.2d 1045, 1056 (Ind. Ct. App. 1990) (punitive
damages not recoverable in adult wrongful death claim). In Andis, this court observed that
the damages recoverable in an action for the death of a minor child are severely restricted
. . . to allow recovery only for the pecuniary loss sustained by the parents. Andis, 489 N.E.2d
at 82. Moreover, the items of recoverable damages have been restricted more severely in
child death cases than in adult wrongful death cases. Id. at 83.
Although the Rogers court permitted a spouse's request for punitive damages as part
of an independent claim for loss of consortium, there is no corresponding common law claim
for loss of consortium by a parent for the death of a child. As Forte bases her claim for
punitive damages under the veritable umbrella of a loss of consortium claim, our supreme
court recognized in Dearborn Fabricating & Eng'g v. Wickham, 551 N.E.2d 1135, 1139 (Ind.
1990), that the predominant element in the concept of consortium has been described as the
loss of the sexual relationship. See also Barton-Malow Co., Inc. v. Wilburn, 556 N.E.2d
324, 325 (Ind. 1990). The Dearborn court observed that:
There are significant differences between the marital relationship and the
parent-child relationship that support the limitation of a cause of action for loss
of consortium to the marital relationship. . . [T]he spousal action rests in large
part on the deprivation of sexual relations and the accompanying loss of
childbearing opportunity, which does not exist as an element of damages in the
child's action.
Dearborn, 551 N.E.2d at 1137. In light of the above, it is apparent to me that Indiana does
not recognize an independent loss of consortium claim based on the death of a child.
Moreover, the Act enumerates specific items of recoverable damages in an action for
the death of a child. In particular, claims for the loss of the child's services, love and
companionship are included. I.C. § 34-1-1-8(e)(1) and (2). I would note that the
amendment to the Act allowing for the recovery of a child's love and affection came in
apparent response to Andis and Miller v. Mayberry, 506 N.E.2d 7 (Ind. 1987), which
specifically precluded the recovery of such damages because they were not proper elements
of damage in an action for the death of a minor child. Andis, 489 N.E.2d at 83. While the
majority correctly points out that the common law authorizes recovery for the loss of a
child's services in some circumstances, slip op. at 4-5, this particular claim is now
specifically encompassed within the Act.
The item of punitive damages remains conspicuously absent from the Act. As our
supreme court observed in McKnight v. State, 658 N.E.2d 559, 562 (Ind. 1995), when the
legislature enacts a statute in derogation of the common law, [courts] presume that the
legislature is aware of the common law and does not intend to make any change therein
beyond what it declares either in express terms or by unmistakable implication. Inasmuch
as our legislature has had ample opportunity to include punitive damages in the Act since
Andis and Rogers, and has not, it is apparent to me that the legislature has acquiesced in
previous judicial interpretations denying recovery of punitive damages in actions for the
death of a child. See Miller, 506 N.E.2d at 11 (legislature's failure to change a statute in
light of judicial interpretation amounted to acquiescence in the construction given by the
court). As a result, asserting a separate claim for these same damages under the guise of a
common law cause of action is unnecessary.
I would also note that the viability of any independent common law claim seeking
damages for the loss of a child's services is questionable and speculative at best in today's
society. Gone are the days of the family farm or the mom and pop grocery where parents
routinely depended upon their children to render the services necessarily required to
economically sustain the familial unit. Moreover, in the particularly unfortunate
circumstances presented here, it is virtually inconceivable to me that Forte might advance a
successful claim for the loss of her child's services.See footnote
2
There is yet another string to this bow in that unlike a common law claim for the loss
of a child's services which are incorporated into the Act, a common law claim for spousal
loss of consortium is not included in the Adult Wrongful Death Act. Therefore, it is my view
that the Rogers court simply extended the pecuniary loss rule to recognize a claim for the
recovery of punitive damages in that circumstance because the common law claim for loss
of consortium is unique to the spousal relationship and was not included in the Adult
Wrongful Death Act. In circumstances such as these which involve an injury and subsequent
resulting death to a child, there is no allowance for the recovery of punitive damages by the
parent in his or her own right. Rather, the right to recover such damages, until our legislature
provides otherwise, inures only to the party directly injured. Thus, a parent's right to
recovery is confined to pecuniary loss as dictated by the rationales espoused in Andis and
Miller. It rests with the legislature to change the rule if it disagrees with the Court's
constructions of its legislative enactments or feels that there is a need to change that rule
based on the needs or requirements of society. Miller, 506 N.E2d at 11. I fully
acknowledge Chief Justice Shepard's concurring opinion in Miller where he makes the point
that courts of review are not foreclosed from altering their views with respect to certain
issues if such action is warranted. By the same token, however, neither this court nor our
supreme court will simply cast away long-standing precedent. In Marsillett v. State, 495
N.E.2d 699, 704 (Ind. 1986), Chief Justice Shepard in writing for the majority observed as
follows:
Under the doctrine of stare decisis, this Court adheres to a principle of law
which has been firmly established. Important policy considerations militate
in favor of continuity and predictability in the law. Therefore, we are reluctant
to disturb long-standing precedent which involves salient issues. [Citation
omitted]. Precedent operates as a maxim for judicial restraint to prevent the
unjustified reversal of a series of decisions merely because the composition of
the Court has changed. . . [Citation omitted].
Finally, I would note that the majority has tacitly acknowledged that punitive damages
are not recoverable in actions involving the death of a child. See slip op. at 2, n. 1. To me,
its effort in attempting to explain away such a firmly-established rule of law in a hair-
splitting fashion may be likened to William Shakespeare's oft-quoted line from Hamlet: The
lady doth protest too much, methinks.
As our legislature has not permitted the recovery of punitive damages with respect to
actions involving the death of a child, I would affirm the trial court's order granting the
defendants' motion for partial judgment on the pleadings; and respectfully dissent from the
majority's effort to retrofit a remedy not provided by our legislature or recognized by our
courts.
Footnote:
1 We wish to make perfectly clear that we have no quarrel with the dissent's contention that Indiana
courts have held that punitive damages are not available in an action for the death of a child. (dissent at 14,
18). As explained below, we hold only that, under the appropriate circumstances, punitive damages associated
with a parent's independent common law claim for the loss of a child's services, which accrue before the
child's death, may be recovered.
Footnote:
2 Although trial court findings entered in summary proceedings aid appellate review, they are not
binding upon this court. Althaus v. Evansville Courier Co., 615 N.E.2d 441, 444 (Ind. Ct. App. 1993)
(summary judgment); Indiana Department of Natural Resources v. Hensley, 661 N.E.2d 1246, 1250 n.1 (Ind.
Ct. App. 1996) (motion to dismiss).
The adult wrongful death statute, formerly codified at Ind. Code § 34-1-1-2, has been recodified at
Ind. Code § 34-23-1-1. P.L. 1-1998, § 18 (effective July 1, 1998). Similarly, the child wrongful death statute,
formerly codified at Ind. Code § 34-1-1-8, has been recodified at Ind. Code § 34-23-2-1. P.L. 1-1998 § 18
(effective July 1, 1998).
Footnote:
3 We wish to express our surprise that the Indiana judiciary has permitted the law in this area of great
public importance to have been developed primarily in federal court decisions. It was held in a 1979 federal
case that the Indiana Wrongful Death Act does not authorize punitive damages. 10 I.L.E. Death § 61 at 63
(1983) (citing Huff v. White Motor Corp., 609 F.2d 286, 297 (7th Cir. 1979)); See also DeHoyos v. John Mohr
& Sons, 629 F.Supp. 69, 74-76 (N.D. Ind. 1984). But, the Huff court based its decision on the erroneous
assumption that the question had already been decided by the Indiana courts. The Huff court framed the issue
as whether a 1965 amendment to Indiana's wrongful death statute changed existing Indiana law to permit
punitive damages in wrongful death cases. 609 F.2d at 297. The Huff court stated:
As plaintiff acknowledges, prior to the amendment punitive damages were not recoverable
because the sole purpose of the statute was to compensate wrongful death claimants for
pecuniary loss occasioned by the wrongful death. See, e.g., Lindley v. Sink, 218 Ind. 1, 14-15,
30 N.E.2d 456, 461 (1940).
However, from our reading, Lindley in no way addressed the issue of the availability of punitive damages
under Indiana's Wrongful Death Act. Moreover, we have not been directed to, nor are we aware of, any
Indiana case preceding Huff which addressed this precise question. Thus, Huff constitutes the basis of Indiana
law in this area. See Andis, 489 N.E.2d 78, 81 (adopting the rationale of Huff as persuasive); Rogers, 557
N.E.2d at 1056 (relying on Andis for the proposition that punitive damages are not recoverable in wrongful
death actions).
Although the court in DeHoyos, 629 F.Supp. at 74-76, rejected the plaintiffs' claim for punitive
damages based upon Huff and the interpretation and strict application of Indiana's wrongful death statute,
the DeHoyos decision may nevertheless be fairly read as questioning the correctness of Huff. The DeHoyos
court pointed out that 1) Indiana common law has historically permitted the recovery of punitive damages
under the appropriate circumstances, 2) the wrongful death statute, Ind. Code § 34-1-1-2, permits an action
whenever the decedent 'might have maintained an action had he or she . . . lived;' 3) the wrongful death
statute's list of damages is expressly nonexclusive (including but not limited to); 4) Indiana courts [at that
time] had only interpreted the wrongful death statute as limiting the types of compensatory damages available;
and 5) punitive damages are not compensatory damages. 629 F.Supp. at 74-76 (emphasis original).
Perhaps one reason that Indiana courts did not earlier address the question of whether punitive
damages could be recovered in a case resulting from a child's death may be explained by the attitude reflected
in the following passage:
Punitive damages [in child wrongful death cases] will receive only passing mention. The
author feels the concept is inappropriate at best, barbaric at worst. Its place, if one it has, is
in the dim past along with corporal punishment and trial by ordeal. The possibility of
punitive damages as a deterrent is nebulous. Its apparent aim at punishing a wrongdoer rather
than compensating a victim is misdirected. The wrongdoer usually suffers more than enough
from having killed a child . . . .
Leonard Decof, Damages in Actions for Wrongful Death of Children, 47 Notre Dame Lawyer 197, 205 (1971).
However, even this commentator went on to state:
A reasonable application of punitive damages would be in the special instances where public
utilities, hazardous enterprises, public carriers, etc., are involved. These sophisticated
defendants could conceivably be made to conduct their activities in a more careful manner
by an awareness of punitive damages. Another reasonable application of punitive damages
would be in the instance of intentional tort or gross or wanton negligence. However, even in
these instances, punitive damages should be in addition to and not in substitution of other
damages.
Id.
Footnote:
4 The case of Montgomery v. Crum, 150 N.E. 393 (Ind. Ct. App. 1926), overruled on other grounds,
161 N.E. 251, supports the proposition that a parent may recover punitive damages attendant to her claim for
the loss of a child's services. In Montgomery, a mother won a judgment against her ex-husband and his
relatives for $25,000.00 representing the damages the mother suffered as the result of the abduction of her
child. The ex-husband had been convicted and sentenced to prison for the crime of stealing the child. 150
N.E. at 394-95. We held that the $25,000.00 award was excessive based upon the law in effect at the time that
punitive damages were not available where the commission of a wrong subjected the wrongdoer to both
criminal prosecution and civil liability. Id. at 397. This rule of law has been abrogated by Ind. Code § 34-4-
30-2 which provides that [i]t is not a defense to an action for punitive damages that the defendant is subject
to criminal prosecution for the act or omission which gave rise to the civil action. P.L.172-1984 § 2; See
Gosnell v. Indiana Soft Water Service, Inc., 503 N.E.2d 879, 880 (Ind. 1987) (holding that Ind. Code § 34-4-
30-2, effective September 1, 1984, would not be given retroactive application). Thus, had the cause of action
in Montgomery accrued after September 1, 1984, the award of punitive damages would, in all likelihood, have
been affirmed.
Footnote:
5 Precisely because a parent's common law right of recovery for the loss of her child's services ends
at the child's death, the conclusion reached by the dissent that the common-law claim for the loss of a child's
services has been encompassed and incorporated within the child wrongful death statute is incorrect as a matter
of law. As noted above, the child wrongful death statute was enacted in derogation of common law and must
be strictly construed. See Andis, 489 N.E.2d at 81. Statutes enacted in derogation of common law must be
strictly construed against limitations upon a claimant's right to bring a common law cause of action. Scott v.
City of Seymour, 659 N.E.2d 585, 589 (Ind. Ct. App. 1995). As discussed above, a parent's common-law
action for the loss of a child's services permits recovery of damages only for a period of time before the child's
death, and, the child wrongful death statute permits recovery only for a period of time after the child's death.
Thus, contrary to the dissent's conclusion that the common law remedy has been encompassed and
incorporated into the child wrongful death statute, the two remedies are mutually exclusive.
Footnote:
6 The dissent argues that Mother's claim for punitive damages has been cast under the veritable
umbrella of a loss of consortium claim. (dissent at 14). On the contrary, we in no way wish to confuse or
equate a parent's common law claim for the loss of a child's services with a spouse's common law claim for
the loss of consortium. These two claims are mutually exclusive as the former belongs to a parent and the
latter belongs to a spouse. Obviously, the nature of the damages associated with the different causes of action
are different. As aptly pointed out by the dissent, a spouse's claim involves the deprivation of sexual relations
while a parent's claim does not. However, this element of damages which distinguishes a spouse's loss of
consortium claim from a parent's loss of services claim does not somehow support the apparent conclusion
reached by the dissent that a spouse's common law claim for the loss of consortium has survived the adoption
of Indiana's wrongful death statutes while the parent's common law claim for the loss of a child's services has
not. It is well-established that Indiana common-law permits the recovery of punitive damages under the
appropriate circumstances. See G & N Aircraft, Inc. v. Boehm, Ind. Ct. App. No. 45A05-9708-CV-323
(November 30, 1998) (slip op. at 29-31) ($175,000.00 punitive damage award upheld for the breach of
fiduciary duties owed to a minority shareholder where majority shareholder attempted to force the minority
shareholder to sell his shares for $250,000.00 where the trial court placed the value of those shares at
$521,319.00). It is inconceivable that the law of punitive damages will apply to punish those who violate the
property rights of affluent businessmen and yet exempt from punishment those whose torts result in serious
personal injuries to those most deserving of protection under the law, namely, innocent, powerless children.
Footnote:
7 Although we have repeatedly acknowledged that Indiana courts have held that punitive damages are
not available in wrongful death cases, we are not blind to the anomalous, intolerable state of the law which
allows the fortuitous circumstance of death to insulate a defendant from liability for punitive damages. See
Rogers, 557 N.E.2d at 1056-57. It is widely recognized that this interpretation of the law which provides that
it is cheaper to kill than to injure is intolerable. See Prosser and Keeton, Torts (5th ed) § 127 at 945. Many
states have now rejected the proposition that their legislatures could have intended this absurd result simply
because a wrongful death statute did not expressly provide for the recovery of punitive damages. See e.g.,
Tommy's Elbow Room, Inc. v. Kavorkian, 727 P.2d 1038, 1048 (Alaska 1986) (it is unlikely that a legislature
would intend that a person injured by a negligent defendant may recover punitive damages, but that the estate
of one killed by such a person may not, when the purpose of awarding punitive damages is deterrence);
Behrens v. Raleigh Hills Hospital, Inc., 675 P.2d 1179, 1185 (Utah 1983); Berenger v. Frink, 314 N.W.2d
388, 391 (Iowa 1982); Bond v. City of Huntington, 166 W.Va. 581, 276 S.E.2d 539, 545 (1981) (the
deterrence principle of punitive damages is perfectly compatible with a wrongful death claim and perhaps even
more appropriate in wrongful death actions than in actions for less severe injuries); Martin v. United Security
Services, Inc., 314 So.2d 765, 771 (Fla. 1975) (difficult to accept the proposition that the legislature intended
a tortfeasor to be punished for his malicious and reckless acts when they maim another but not for those same
acts when they kill the victim); State, ex rel. Smith v. Green, 494 S.W.2d 55, 60 (Mo. 1973) (punitive damages
are appropriate under a wrongful death statute [similar to Indiana's] which permits recovery for such damages
as deceased himself might have recovered had he survived the injury and brought the action himself).
Footnote:
8 In so holding, we nevertheless disagree with the dissent that the question of the availability of
punitive damages under the Indiana Wrongful Death Act rests with the legislature 'to change the rule if it
disagrees with the Court's constructions of its legislative enactments.' (dissent at 17, citing Miller v.
Mayberry, 506 N.E.2d 7, 11 (Ind. 1987)). Most importantly, the above-quoted statement from Miller in no
way pertains to the availability of punitive damages under the Act, but instead pertains to the well-established
precedent that Indiana courts have interpreted the Act as limiting the type of compensatory damages available
to pecuniary damages. See id. Additionally, we find the rationale stated in the concurring in result opinion
authored by Chief Justice Shepard is unassailable. Id. at 12. Chief Justice Shepard stated:
I do not believe that the separation of powers prohibits the judicial department from altering
its view on the meaning of the statute. While there are many reasons why one might decline
to cast aside an interpretation adopted long ago, that interpretation is still simply a matter of
judicial construction. Judges should regard themselves as responsible for rules they have
erected.
Id. We must honor our duty to scrupulously investigate the wisdom of our precedents established previously
and if a rule announced in an opinion works an obvious injustice upon litigants and is not supported by
reasonable authority, it should be eliminated from the body of precedents. See New York, C. & St. L.R.Co.
v. Henderson, 237 Ind. 456, 146 N.E.2d 531, 537 (1957); Morton v. Merrillville Toyota, Inc., 562 N.E.2d 781,
784 (Ind. Ct. App. 1990); McLochlin v. Miller, 139 Ind.App. 443, 217 N.E.2d 50, 52 (1966). Finally, as noted
earlier, our supreme court has never addressed the question of whether punitive damages are available under
the Act. Obviously, it is the prerogative of our supreme court to reject an interpretation of a statute given by
this court which produces an absurd result. See Barger v. State, 587 N.E.2d 1304, 1306 (Ind. 1992) (strict
construction of a penal statute).
Footnote:
9 Amended and recodified at I
ND.
C
ODE
§ 34-23-2-1.
Footnote:
2 On October 2, 1995, Forte's son, age five, was admitted to the Anderson Health Care Center with
a diagnosis of mental retardation, cerebral palsy, seizure disorder, spastic quadriplegia, tracheostomy, and
gastric tube insertion. He died of respiratory failure nine days later. Appellant's Brief at 3.
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