Barnes v. Outlaw

• Decision Date: 18 September 1998
• Docket Number: No. CV-96-0616-PR,CV-96-0616-PR
• Citation: 192 Ariz. 283,964 P.2d 484
• Parties: , 278 Ariz. Adv. Rep. 21 James BARNES and Rose Mary Martinez-Barnes, husband and wife; Naomi Martinez Outlaw, in her individual capacity; Isaac Martinez, in his individual capacity, Plaintiffs/Appellees, v. James OUTLAW, Jr. and Cleopatra Outlaw, husband and wife; Andrew Outlaw, in his individual capacity; the Church of Jesus, an Arizona non-profit corporation, Defendants/Appellants.
• Court: Arizona Supreme Court

Page 484

964 P.2d 484

192 Ariz. 283, 278 Ariz. Adv. Rep. 21

James BARNES and Rose Mary Martinez-Barnes, husband and wife; Naomi Martinez Outlaw, in her individual capacity; Isaac Martinez, in his individual capacity, Plaintiffs/Appellees, v. James OUTLAW, Jr. and Cleopatra Outlaw, husband and wife; Andrew Outlaw, in his individual capacity; the Church of Jesus, an Arizona non-profit corporation, Defendants/Appellants.

No. CV-96-0616-PR.

Supreme Court of Arizona,

En Banc.

Sept. 18, 1998.

Beus, Gilbert & Morrill, P.L.L.C. by John T. Moshier, Jeffrey D. Gross, and Maria Crimi Speth, Phoenix, for Plaintiffs/Appellees.

Sorenson, Moore, Evens, Marshall & Rocco by J. William Moore and John S. Schaper, Phoenix, for Defendanta/Appellants.

OPINION

ZLAKET, Chief Justice.

¶1 Defendant James Outlaw is the pastor of the Church of Jesus, a non-profit religious organization located in Phoenix. His son Andrew is the associate pastor. Plaintiffs Rose Mary Martinez-Barnes, Naomi Martinez Outlaw, and Isaac Martinez are siblings, all members of the church. Each separately attended counseling sessions with the Rev. James Outlaw between 1986 and 1992. This lawsuit stems from the pastor's disclosure of confidential information revealed to him during those encounters. Because the detailed facts and complicated relationships between the parties are not critical to our decision, we only briefly summarize them here. A more extensive description may be found in the court of appeals' opinion. See Barnes v. Outlaw, 188 Ariz. 401, 937 P.2d 323 (App.1996).

¶2 Naomi and Andrew Outlaw married in early 1992, but separated shortly thereafter. In December of 1992, Naomi went to Andrew's trailer and found him with a woman. This incident created considerable tension between the Outlaws and Naomi's family. Following several confrontations, the Rev. James Outlaw allegedly threatened to disclose information about Naomi and her sister, Rose, that he had learned in the private counseling sessions. Thereafter, he told Rose that Naomi "is screwed up because she was molested by her father." Naomi had not previously confided in Rose about any molestation incidents. Finally, the reverend allegedly told church members that there were incest problems in the Martinez family, and during a religious service he announced to the congregation that the family was "dysfunctional."

¶3 Rose, Naomi, and Isaac brought claims for counseling malpractice, breach of fiduciary duty, invasion of privacy, "false light" invasion of privacy, and defamation. Rose's husband, James Barnes, filed a loss of consortium claim. A jury returned a verdict in favor of the plaintiffs on all claims. The court of appeals affirmed the judgments in favor of Rose, Naomi, and Isaac, but vacated James' loss of consortium award. We granted review of his cross-petition to determine whether one spouse can recover for loss of consortium absent physical injury to the other.

DISCUSSION

¶4 Historically, loss of consortium claims were premised on a property right in the services of another. See W. Page Keeton et al., Prosser and Keeton on the Law of Torts § 125, at 931 (5th ed.1984). Because wives and children were considered servants at common law, a husband or father could recover for the loss of their services, while a wife or child had no similar remedy. See Paul K. Charlton, Comment, Frank v. Superior Court: Purging the Law of Outdated Theories for Loss of Consortium Recovery, 29 Ariz. L.Rev. 541, 544 (1987). Over time, the focus of such an action shifted to the intangible values of a relationship, such as companionship and affection. Id. at 543.

¶5 Arizona law mirrors this change. In 1954, this court espoused the common law rule and refused to recognize a wife's cause of action for the loss of consortium of her husband. See Jeune v. Del E. Webb Constr. Co., 77 Ariz. 226, 227-28, 269 P.2d 723, 723-24 (1954). Almost twenty years later, however, we overruled that part of Jeune, stating "[w]hen we find that the common law or 'judge-made law' is unjust or out of step with the times, we have no reluctance to change it." City of Glendale v. Bradshaw, 108 Ariz. 582, 584, 503 P.2d 803, 805 (1972) (quoting Lueck v. Superior Court, 105 Ariz. 583, 585, 469 P.2d 68, 70 (1970)). In 1985, our court of appeals allowed parents to recover for the loss of consortium of their minor children, see Reben v. Ely, 146 Ariz. 309, 312, 705 P.2d 1360, 1363 (App.1985), and the following year we expanded Reben to include adult children. See Frank v. Superior Court, 150 Ariz. 228, 234, 722 P.2d 955, 961 (1986). Finally, we recognized a child's claim for the loss of consortium of a parent in Villareal v. Arizona Dep't of Transp., 160 Ariz. 474, 477, 774 P.2d 213, 216 (1989).

¶6 Defendants argue, however, that Arizona does not recognize a loss of consortium claim when the underlying injury is strictly emotional. The court of appeals agreed, basing its decision on the Restatement (Second) of Torts § 693 (1977):

One who by reason of his tortious conduct is liable to one spouse for illness or other bodily harm is subject to liability to the other spouse for the resulting loss of the society and services of the first spouse....

(Emphasis added). Plaintiffs respond that the Restatement does not limit consortium claims to situations where the spouse is physically injured, urging us to interpret the phrase "illness or other bodily harm" as including emotional well-being. We are not bound by the Restatement, however, so it is not necessary for us to decide whether this language should be construed in such a manner. Moreover, although we generally follow the Restatement absent statutes or case law to the contrary, we will not do so blindly. See Cannon v. Dunn, 145 Ariz. 115, 116, 700 P.2d 502, 503 (App.1985); Villareal, 160 Ariz. at 479, 774 P.2d at 218 (recognizing child's consortium claim despite Restatement rule that does not).

¶7 Other jurisdictions are divided on this issue. See, e.g., Molien v. Kaiser Found. Hosp., 27 Cal.3d 916, 167 Cal.Rptr. 831, 616 P.2d 813, 822-23 (1980) (allowing loss of consortium claim without underlying physical injury); Hoke v. Paul, 65 Haw. 478, 653 P.2d 1155, 1160-61 (1982) (same); Roche v. Egan, 433 A.2d 757, 765 (Me.1981) (same). But see Slovensky v. Birmingham News Co., 358 So.2d 474, 477 (Ala.Civ.App.1978) (requiring physical injury to support consortium claim); Browning-Ferris Indus., Inc. v. Lieck, 881 S.W.2d 288, 294 (Tex.1994) (same). In the absence of a clear majority rule, we believe the better course is to allow such a claim, even without physical injury, relying on the fact-finder to determine the legitimacy, nature, and extent of any alleged damages. We said as much in dicta almost a decade ago. In Villareal, we used the words "mental or physical impairment" to describe the type of injury that supports a child's claim for parental loss of consortium. 160 Ariz. at 480, 774 P.2d at 219 (emphasis added). Because that opinion did not directly address the issue, however, we do so now.

¶8 Defendants argue that loss of consortium damages in the absence of physical injury are inherently speculative and easily feigned. Physical injury, they say, is "the foundation of a loss of consortium claim because it validates the contention that a relationship has been impaired." The potential for fraud, however, exists to some extent in all cases, not only...