3 to 5 - State Bar
Transcription
3 to 5 - State Bar
March 5, 2014 • Volume 53, No. 10 Inside This Issue Table of Contents .................................................... 3 Notices ...................................................................... 4 Bridge to Justice Sign-up Form............................. 6 What Every Lawyer Should Know About Electing Portability, by Vincent Haslam .............. 7 Lack of Funding Depriving New Mexico’s Poor of Much-Needed Legal Aid, by John D. Robb....... 8 Molly Schmidt-Nowara Chosen for Minzner Award, by D.D. Wolohan........................ 9 Clerk’s Certificates................................................. 15 From the New Mexico Supreme Court 2014-NMSC-003, No. 34,306: Griego v. Oliver ................................................ 23 2014-NMSC-004, No. 33,704: Albuquerque Cab Co. v. N.M. Public Regulation Commission ................................. 37 Lagoon by Lynne Laier (see page 3) The Gallery ABQ Special Insert YLD...In Brief Live Seminar CLE Planner Navigating the Privileges Minefield March 14 Friday, March 14, 2014 State Bar Center, Albuquerque Standard fee: $189 Government, legal service attorneys, and Paralegal Division members: $159 5.5 G also available via LIVE WEBCAST at the standard fee Co-sponsors: Law Practice Management Committee, Business Law Section, Trial Practice Section 8:30 a.m. Registration 9 a.m. An Overview of the Attorney-Client Privilege and Work-Product Doctrine Hon. Alan Torgerson, ret. U.S. Magistrate Judge Edna Epstein, Law Offices of Edna Selan Epstein, Chicago 10:30 a.m. Break 10:45 a.m. Private Investigation & Insurance Adjuster Files: State Law Considerations Joseph Romero, Joseph L. Romero Trial Lawyer LLC 11:45 a.m. Lunch (provided at the State Bar Center) 1 p.m. Ex Parte Communications in the Regulatory Environment Jeffrey H. Albright, Lewis Roca Rothgerber LLP 2 p.m. Break 2:15 p.m. Protecting and Piercing the Attorney-Client Privilege in a Business Setting Speaker TBD 3:15 p.m. Break 3:30 p.m. Panel Discussion 4:30 p.m. Adjourn All live seminars are held at the State Bar Center, 5121 Masthead NE, Albuquerque. They include continental breakfast, breaks, buffet lunch, course materials, and CLE credit filing and fees for New Mexico. For more information, contact the Center for Legal Education at 505-797-6020. CENTER FOR LEGAL EDUCATION www.nmbarcle.org 2 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 Table of Contents Officers, Board of Bar Commissioners Erika Anderson, President Martha Chicoski, President-Elect J. Brent Moore, Vice President Scotty A. Holloman, Secretary-Treasurer Andrew J. Cloutier, Immediate Past President Board of Editors Ian Bezpalko, Chair Kristin J. Dalton Jocelyn C. Drennan Jennifer C. Esquibel Bruce Herr George C. Kraehe Maureen S. Moore Tiffany L. Sanchez Mark Standridge Joseph Patrick Turk State Bar Staff Executive Director Joe Conte Managing Editor D.D. Wolohan 505-797-6039 • [email protected] Communications Coordinator Evann Kleinschmidt 505-797-6087 • [email protected] Graphic Designer Julie Schwartz [email protected] Account Executive Marcia C. Ulibarri 505-797-6058 • [email protected] Digital Print Center Manager Brian Sanchez Assistant Michael Rizzo ©2014, State Bar of New Mexico. No part of this publication may be reprinted or otherwise reproduced without the publisher’s written permission. The Bar Bulletin has the authority to edit letters and materials submitted for publication. Publishing and editorial decisions are based on the quality of writing, the timeliness of the article, and the potential interest to readers. Appearance of an article, editorial, feature, column, advertisement or photograph in the Bar Bulletin does not constitute an endorsement by the Bar Bulletin or the State Bar of New Mexico. The views expressed are those of the authors, who are solely responsible for the accuracy of their citations and quotations. State Bar members receive the Bar Bulletin as part of their annual dues. The Bar Bulletin is available at the subscription rate of $125 per year and is available online at www.nmbar.org. The Bar Bulletin (ISSN 1062-6611) is published weekly by the State Bar of New Mexico, 5121 Masthead NE, Albuquerque, NM 87109-4367. Periodicals postage paid at Albuquerque, NM. Postmaster: Send address changes to Bar Bulletin, PO Box 92860, Albuquerque, NM 87199-2860. 505-797-6000 • 800-876-6227 • Fax: 505-828-3765 E-mail: [email protected]. • www.nmbar.org March 5, 2014, Vol. 53, No. 10 Notices .................................................................................................................................................................4 Bridge to Justice Sign-up Form....................................................................................................................6 What Every Lawyer Should Know About Electing Portability, by Vincent Haslam ........................7 Lack of Funding Depriving New Mexico’s Poor of Much-Needed Legal Aid, by John D. Robb.....8 Molly Schmidt-Nowara Chosen for Minzner Award, by D.D. Wolohan..............................................9 Legal Education Calendar........................................................................................................................... 10 Writs of Certiorari .......................................................................................................................................... 12 List of Court of Appeals’ Opinions............................................................................................................ 14 Clerk’s Certificates.......................................................................................................................................... 15 Recent Rule-Making Activity...................................................................................................................... 20 Opinions From the New Mexico Supreme Court 2014-NMSC-003, No. 34,306: Griego v. Oliver ........................................................................... 23 2014-NMSC-004, No. 33,704: Albuquerque Cab Co. v. N.M. Public Regulation Commission ............................................. 37 Advertising....................................................................................................................................................... 40 Meetings State Bar Workshops March March 5 Employment and Labor Law Section BOD, Noon, State Bar Center 5 Divorce Options Workshop 6 p.m., State Bar Center 5 Committee on Diversity in the Legal Profession, 4 p.m., State Bar Center 5 Foreclosure Legal Fair 10 a.m.–1 p.m., Second Judicial District Court, Third Floor Conference Room, Albuquerque 6 Health Law Section BOD, 9 a.m., via teleconference 6 Landlord Tenant Workshop 5:30 p.m., State Bar Center 12 Children’s Law Section BOD, Noon, Juvenile Justice Center 13 Elder Law Section BOD, Noon, State Bar Center 13 Public Law Section BOD, Noon, Montgomery and Andrews, Santa Fe 13 Business Law Section BOD, 4 p.m., via teleconference 14 Animal Law Section BOD, Noon, State Bar Center 14 Prosecutors Section BOD, Noon, State Bar Center 11 Civil Legal Clinic for Veterans 9 a.m.–noon, Raymond G. Murphy VA Medical Center, SCI Meeting Room, Albuquerque 13 Civil Legal Clinic 3–6 p.m., Herman Sanchez Community Center, Albuquerque 18 Legal Resources for the Elderly Workshop 10–11:15 a.m., Presentation 12:30–3:30 p.m., Clinics Munson Senior Center, Las Cruces 19 Legal Resources for the Elderly Workshop 9 a.m.–noon, Clinics 12:30–1:15 p.m., Presentation Alamo Senior Center, Alamogordo Cover Artist: Lynne Laier is an artist and a retired member of the State Bar. She paints primarily in wax encaustic and watercolor, and her work has been in both solo and group exhibitions, has won awards, and is represented in institutional and private collections. Lair is represented locally by The Gallery ABQ (www.thegalleryabq.com). Bar Bulletin - March 5, 2014 - Volume 53, No. 10 3 Notices Professionalism Tip Court News 13th Judicial District Court With respect to opposing parties and their counsel: Judicial Vacancy A vacancy will exist in the 13th Judicial District Court in Los Lunas upon the retirement of Hon. William A. Sanchez, effective March 1. The vacancy will be in the Family Court Division in Valencia County. Inquiries regarding the details or assignment of this judicial vacancy should be directed to the Chief Judge or the Administrator of the Court. The Dean of the UNM School of Law, designated by the N.M. Constitution to chair the Nominating Committee, solicits applications for this position from lawyers who meet the statutory qualifications in Article VI, Section 14 of the N.M. Applications and information related to qualifications for the position may be found on the Judicial Selection website, http://lawschool.unm.edu/ judsel/application.php, or by calling Raylene Weis, 505-277-4700. The deadline for applications is 5 p.m., March 10. Applicants seeking information regarding election or retention if appointed should contact the Bureau of Elections in the Office of the Secretary of State. The Judicial Nominating Commission will meet on March 17 at the Valencia County Courthouse, Los Lunas, to evaluate the applicants for this position. The Commission meeting is open to the public and members of the public who want to be heard about any of the candidates will have an opportunity to voice their opinion. State Bar News Attorney Support Groups • March 10, 5:30 p.m. UNM School of Law, 1117 Stanford NE, Albuquerque, Room 1119 (The group meets the second Monday of the month.) • March 17, 7:30 a.m. First United Methodist Church, 4th and Lead SW, Albuquerque (The group meets the third Monday of the month.) • April 7, 5:30 p.m. First United Methodist Church, 4th and Lead SW, Albuquerque (The group meets the first Monday of the month.) •For more information, contact Bill Stratvert, 505-242-6845. Paralegal Division Brown-Bag CLE Series The Paralegal Division invites members of the legal community to bring a lunch and attend “What Legal Aid Can Provide to Your Client” (1.0 G) presented by Rosemary Traub. The program will be held from 4 I will clearly identify, for other counsel or parties, all changes that I have made in all documents. noon–1 p.m., March 12, at the State Bar Center (registration fee for attorneys–$16, members of the Paralegal Division–$10, non-members–$15). Registration begins at the door at 11:45 a.m. For more information, contact Cheryl Passalaqua, 505-2470411, or Evonne Sanchez, 505-222-9352. Webcast to three locations: •Santa Fe: Montgomery & Andrews, 325 Paseo de Peralta, Santa Fe. Contact Donna Ormerod, 505-986-2520. • R oswell: Atwood, Malone, Turner & Sabin, 400 N. Pennsylvania, Ste. 1100. Contact Tomma Shumate, 575-622-6221. •Farmington: Titus & Murphy, 2021 E. 20th Street. Contact Shannon Krens, 505-326-6503. Public Law Section Nominations for Public Lawyer of the Year Award The Public Law Section is currently accepting nominations for the Public Lawyer of the Year Award, which will be presented May 1. Visit http://www.nmbar.org/AboutSBNM/ sections/PublicLaw/publiclawyerawards. html to view previous recipients and award criteria. Nominations are due no later than 5 p.m., March 7. Send nominations to Doug Meiklejohn, New Mexico Environmental Law Center, 1405 Luisa St., Ste 5, Santa Fe, NM 87505-4074, or email dmeiklejohn@ nmelc.org. The selection committee will consider all nominated candidates and may nominate candidates on its own. Volunteer Attorney Program Volunteers Needed The Volunteer Attorney Program is seeking volunteer attorneys to participate in legal fairs in a variety of areas including family law, consumer law, public benefits, wills and estates, unemployment, contracts, landlord/tenant, immigration, and more. A legal fair in Albuquerque will be held from 3–7 p.m., March 13, at the Herman Sanchez Community Center, 1830 William St. SE. A legal fair in Santa Fe will be held from 10 a.m.–2 p.m., March 29, at the Genoveva Chavez Community Center, 3321 Rodeo Rd. For more information, contact Jane Zhi, [email protected] or 505-797-6040. Bar Bulletin - March 5, 2014 - Volume 53, No. 10 Young Lawyers Division Veterans Clinics Volunteers Needed The Young Lawyers Division and the New Mexico Veterans Affairs Health Care System are holding clinics for the Veterans Civil Justice Legal Initiative from 9 a.m.– noon, the second Tuesday of each month at the VA hospital. Breakfast and orientation for volunteers begin at 8:30 a.m. The next clinic is March 11. No special training or certification required. Volunteers can give advice and counsel in their preferred practice area(s). To volunteer, contact Keya Koul, [email protected], or Greg Gambill, [email protected]. 2014 Summer Fellowships The Young Lawyers Division is currently accepting applications for its 2014 Summer Fellowships. YLD is offering two fellowships for the summer of 2014 to law students who are interested in working in public interest law or the government sector. The fellowship awards are intended to provide the opportunity for law students to work for public interest entities or in the government sector in an unpaid position. The fellowship awards, depending on the circumstances of the position, could be up to $3,000 for the summer. To be eligible, applicants must be current law students in good standing with their school. Applications for the fellowship must include: (1) a letter of interest that details the student’s interest in public interest law or the government sector; (2) a résumé; and (3) a written offer of employment for an unpaid legal position in public interest law or the government sector for the summer of 2014. Students are not eligible for the fellowship if they are receiving class or school credit for the position. Applications containing offers of employment that are contingent upon the successful completion of a background check will not be considered unless verification of the successful completion of the background check is also provided. Submit applications to Ben Sherman, YLD Summer Fellowship Coordinator, Ben Sherman Law LLC, 800 Lomas Blvd. NW, Ste. 200, Albuquerque, NM 87102. Applications must be postmarked by March 28. Direct questions to Ben Sherman, [email protected]. www.nmbar.org UNM Law Library Hours Through May 17 Building & Circulation Monday–Thursday 8 a.m.–10 p.m. Friday 8 a.m.–6 p.m. Saturday 8 a.m.–5 p.m. Sunday Noon–8 p.m. Reference Monday–Friday 9 a.m.–6 p.m. Saturday–SundayClosed UNM Women’s Law Caucus Professor Bergman Recipient of 2014 Justice Mary Walters Award UNM School of Law Professor Barbara Bergman is the 2014 recipient of the Justice Mary Walters Award, presented annually by the UNM Women’s Law Caucus. Attend the award dinner at 6 p.m., March 14, at the UNM Student Union Building, Ballroom B. Each year, the Women’s Law Caucus chooses an outstanding woman in the New Mexico legal community to honor in the name of former Justice Mary Walters, who was the first woman appointed to the New Mexico Supreme Court. Tickets are $50 individually or $350 for a table of eight. Purchase tickets online, https://secure.touchnet.com/ C21597_ustores/web/product_detail.jsp?P RODUCTID=809&SINGLESTORE=tr.ue. Other Bars Albuquerque Lawyers Club Monthly Lunch Meeting The Albuquerque Lawyers Club invites members of the legal community to its lunch meeting at noon, March 5, at Seasons Rotisserie & Grill. Matt Coyte is the featured speaker and will present “New Mexico’s Jails, a Solitary Experience.” The meeting is free to members and $30 for non-members. For more information, contact Yasmin Dennig, ydennig@Sandia. gov or 505-844-3558. N.M. Defense Lawyers Association CLE Opportunity The New Mexico Defense Lawyers Association will present “Same-Sex Marriage: Implications for New Mexico Employers” (1.0 G) from 12:30–1:30 p.m. on March 14 at Seasons Rotisserie & Grill. The seminar by Lorena Olmos, Karen L. Kahn, and Vanessa Kaczmarek of Modrall Sperling will follow a luncheon at 11:45 a.m. For more information and registration, visit www.nmdla.org or call at 505-797-6021. N.M. Criminal Defense Lawyers Association Second Annual Trial Skills College New Mexico’s top criminal defense trial lawyers will be faculty for the N.M. Criminal Defense Lawyers Association Second Annual Trial Skills College on March 21–22. Lectures and demonstrations include voir dire, cross, opening, and direct by attorneys including Barbara Bergman, Peter Schoenburg, Molly Schmidt-Nowara, Shannon Kennedy, Barry Porter, and Dick Winterbottom; small groups; and videotaped practice with one-on-one critiques. The program is limited to 32 slots for criminal defense practitioners (features an advanced track). For more information, visit www.nmcdla.org. Bench & Bar Directory All members receive the annual Bench & Bar Directory, with its attorney listings; State Bar boards, sections, divisions, and committees; local, state, tribal and federal courts; district attorneys; public defenders; and more. To purchase additional copies, visit www.nmbar.org and select Attorney/ Members > Publications > Bar Directory. New Mexico Lawyers and Judges Assistance Program Help and support are only a phone call away. 24-Hour Helpline Attorneys/Law Students 505-228-1948 • 800-860-4914 Judges 888-502-1289 www.nmbar.org/JLAP/JLAP.html Address Changes –2015 The 2014 y ector ar Dir B & Bench duction Is in Pro 2014–2015 Bench & Bar Directory Update Your Contact Information by March 26 To verify your current information: Visit www.nmbar.org. Click on Find an Attorney and search by name. To submit changes: Online:Visit www.nmbar.org, click on Contact Us Mail: Address Changes, PO Box 92860, Albuquerque, NM 87199-2860 Fax: 505-828-3765 Email: [email protected] Publication is not guaranteed for information submitted after March 26. All New Mexico attorneys must notify both the Supreme Court and the State Bar of changes in contact information. Supreme Court Email:attorneyinfochange @nmcourts.gov Fax: 505-827-4837 Mail:PO Box 848 Santa Fe, NM 87504-0848 State Bar Email: [email protected] Fax: 505-797-6019 Mail: PO Box 92860 Albuquerque, NM 87199 Online:www.nmbar.org Bar Bulletin - March 5, 2014 - Volume 53, No. 10 5 Bridge to Justice (BTJ) Sign up with BTJ to increase your client base and accumulate pro bono time. The Bridge to Justice Referral Program receives over 10,000 calls annually requesting referrals to attorneys. The Referral Program assists in finding attorneys for program participants. The participant is charged a $30 fee, which goes to support the program, and receives a 30-minute consultation with a referral panel attorney. The program matches attorneys with potential clients based on the legal issue identified. The program advises the potential client of the 30minute limit and allows the attorney 24 hours to decline any referral. BTJ will track the pro bono hours. To sign up, complete and fax this form to BTJ at 505-797-6074 or mail to the address below. Name: _________________________________________________________________________________________ Bar No: ____________________________ Mailing Address: ____________________________________________________________________________________________________________________ City/State/ZIP:______________________________________________________________________________________________________________________ Phone:___________________________________ Fax:___________________________________ Email:_____________________________________________ Licenses in Other States:________________________________________________ Other Languages _________________________________________________ PRACTICE COUNTIES ❑ Bernalillo ❑ Catron ❑ Chaves ❑ Cibola ❑ Colfax ❑ Curry ❑ De Baca ❑ Dona Ana ❑ Eddy ❑ Grant ❑ Guadalupe ❑ Harding ❑ Hidalgo ❑ Lea ❑ Lincoln ❑ Los Alamos ❑ Luna ❑ McKinley ❑ Mora ❑ Otero ❑ Quay ❑ Rio Arriba ❑ Roosevelt ❑ San Juan ❑ San Miguel ❑ Sandoval ❑ Santa Fe ❑ Sierra ❑ Socorro ❑ Taos ❑ Torrance ❑ Union ❑ Valencia ❑ Pueblo Courts ❑ Navajo Courts PRACTICE AREAS ADMINISTRATION ❑ Adult SSI ❑ Child SSI ❑ SSD ❑ SS Post Administrative Appeal ❑ SS Retire/SS Cessation ❑ Medicare ❑ Medicaid ❑ IDT ❑ Unemployment Compensation ❑ Other Administration CRIMINAL ❑ Children’s Court ❑ Criminal Expunge ❑ DWI/Traffic ❑ Federal ❑ State Felony ❑ State Misdemeanor ❑ Wrongful Arrest ❑ Assault/Battery ❑ Post Conviction ❑ Criminal Appeal ❑ Other Criminal BUSINESS ❑ Contracts ❑ Corporations ❑ Securities ❑ Other Business NATURAL RESOURCES ❑ Environmental ❑ Mineral Rights ❑ Other Natural ❑ Water REAL ESTATE ❑ Title ❑ Landlord/Tenant ❑ Foreclosure ❑ Real Property ❑ Deed Draft/Review ❑ Home Purchase ❑ Home Sale ❑ Agriculture-Farm/Ranch ❑ Boundary/Easement ❑ Condemnation ❑ Covenants ❑ Eminent Domain ❑ Zoning ❑ Lease ❑ Other Real Property CONSUMER ❑ Chapter 7 ❑ Chapter 13 ❑ Collections–Debtor ❑ Collections–Creditor ❑ Garnishments ❑ Predatory Lending ❑ Identify Theft ❑ Mobile Homes ❑ Repossession ❑ Fraud/Misrepresentation ❑ Auto Purchase ❑ Other Consumer EMPLOYMENT ❑ Contracts/Benefits ❑ Discrimination/Harassment ❑ Employee Side ❑ Employer Side ❑ ERISA ❑ Wrongful Termination CIVIL RIGHTS ❑ Discrimination/Harassment ❑ Special Education ❑ Public Schools ❑ Mental Health ❑ Elderly Exploitation ❑ Nursing Home Abuse ❑ Patient Rights ❑ Privacy ❑ Arrest-Excessive Force ❑ Other Civil FAMILY ❑ Adoption ❑ Divorce ❑ Custody ❑ Separation ❑ Name Change ❑ Termination Parental Rights ❑ Paternity ❑ Child Abuse/Neglect ❑ Child Support ❑ Domestic Partners ❑ Domestic Violence ❑ Emancipation ❑ Grandparent Right ❑ Collaborative law ❑ Guardianship–Child ❑ Guardianship–Adult ❑ GAL–Child ❑ GAL–Adult ESTATE PLANNING ❑ POA ❑ AHCD ❑ TODD ❑ Probate ❑ Wills ❑ Will/Contested ❑ Trusts PERSONAL INJURY ❑ Auto Collision ❑ Dog Bite ❑ Medical Malpractice ❑ Dental Malpractice ❑ Attorney Malpractice ❑ Slip/Fall ❑ Workers’ Comp. State ❑ Workers’ Comp. Federal ❑ Products Liability ❑ Wrongful Death Return the form by email to [email protected] or by fax to 505-797-6074, ATTN: Deborah Hern Phone 505-797-6066 or 1-800-876-6227 • PO Box 92860, Albuquerque, NM 87199-2860 6 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 OTHER ❑ Computers ❑ Website Transactions ❑ Patents–Trademarks ❑ Copyrights ❑ Construction Law ❑ Business Taxes ❑ Personal Taxes ❑ Slander/Libel ❑ Animal Rights ❑ Health Law/HIPPA ❑ Immigration ❑ Gambling ❑ Mediation ❑ Tort Negligence ❑ Tort Damages ❑ Civil Appeal ❑ Auto Accident Defense ❑_____________ ❑_____________ What Every Lawyer Should Know About Electing Portability By Vincent Haslam In 2012, President Obama signed into law the American Taxpayer Relief Act of 2012. For those unfamiliar with tax law, every person has an estate and gift tax exclusion of $5.34 million. In the context of estate taxes, this generally means that only individuals with a net worth exceeding $5.34 million will be liable for estate taxes. Among the intricacies of ATRA is a provision that allows a surviving spouse to elect to inherit his or her most recently deceased spouse’s unused exclusion, or DSUE. This provision, known as “portability,” offers great flexibility in the estate planning process, as it allows spouses to effectively share one another’s unused exclusion. Before portability, the DSUE amount was wasted. There is no consensus in the estate planning community about portability. It has been both applauded as a game changer and condemned as a fraud against the public. Regardless, one thing is clear. Portability makes attorneys’ jobs more difficult and carries increased exposure to malpractice liability for unsuspecting attorneys. For example, assume a young widow hires an attorney to probate her late husband’s estate and that attorney fails to perfect the portability election because her estate is well below the $5.34 million estate tax exclusion. Let’s assume that later in life she amasses a fortune (through inheritance, remarriage, successful business venture, etc.) such that when she dies, her estate is above the estate tax exclusion. When the beneficiaries of the young widow’s estate realize that their inheritance could have been shielded against the estate tax through a portability election, they may sue the attorney for failure to properly elect the benefits of portability for the estate. Portability Change Prior Law To understand the impact of portability, consider the following example. Assume that Husband and Wife each have a $5 million dollar estate and that Husband dies first, leaving his $5 million to Wife. His estate pays no estate tax because of the marital deduction. However, now Wife has a $10 million estate but only a $5.34 million exclusion (she inherited Husband’s assets, but not his DSUE amount—in effect, his DSUE amount was wasted). When Wife ultimately dies, leaving her estate to Child, $4.66 million ($10 million estate less $5.34 million exclusion) of her estate will be subject to estate taxes. Congress introduced portability to change this result. Current Law Under the same facts, Husband’s personal representative may elect to port his $5.34 million DSUE, thereby creating a $10.68 million exclusion for Wife rather than a $5.34 million exclusion. When Wife dies, up to $10.68 million of her estate will pass tax free. Thus, if she left $10 million to Child as in the previous paragraph, there would be no estate tax due because of the availability of both her exclusion amount and Husband’s ported DSUE amount. However, if Wife later remarries and is again widowed, the DSUE of Husband is lost and Wife must thereafter elect to port the DSUE of her most recently deceased spouse. This example is not meant to imply that only the uber-wealthy are affected by portability. Rather, there are several factors to consider in advising personal representatives whether to make an election. Electing Portability Portability is not automatic. If the surviving spouse wants to elect portability, the personal representative of the decedent’s estate must file a complete and accurate estate tax return on Form 706, United States Estate Tax Return, within nine months of the decedent’s death, even if Form 706 is not otherwise required. Failure to file a complete, accurate, and timely estate tax return waives the portability election. Deciding Whether To Elect Portability In many cases it will be impossible to predict with certainty whether a surviving spouse will benefit from a portability election. That being said, there are some common situations in which a portability election may be advantageous: 1) if the surviving spouse inherited a substantial amount from his or her deceased spouse, a portability election may be appropriate; 2) if the surviving spouse anticipates a substantial increase in his or her net worth (be it through profitable investments, family inheritances, gifts, family businesses, etc.), a portability election may be advantageous; 3) if the surviving spouse anticipates marrying a new spouse and that new spouse has a high net worth, a portability election may be advisable (please note, however, that the benefits of portability may be lost if the new spouse predeceases the surviving spouse); and 4) if the surviving spouse is young and has a long life expectancy, a portability election may prove to be beneficial. If in doubt, the personal representative should elect portability on the decedent’s estate tax return. Whether the benefits of a portability election outweigh its drawbacks depends on the particular case. The primary drawback to electing portability is the cost of preparing Form 706. Depending on the complexity of the estate, this cost will undoubtedly be thousands of dollars. However, the cost of preparing Form 706 may be negligible in comparison with the tax savings that portability generates. Conclusion While Congress may have had noble intentions when it created portability elections, it inadvertently made attorneys’ jobs more difficult. Often times, a surviving spouse’s estate will be well below the $5.34 million exclusion and attorneys may therefore casually disregard the need for a portability election. However, if the attorney fails to properly counsel the surviving spouse and/or personal representative to make the portability election, trouble may arise when future heirs see a big part of their would-be inheritance going to the IRS. Vincent Haslam is an associate at Beckley & Tann, P.A. in Albuquerque. He practices law primarily in the areas of estate planning, taxation, business planning, and probate. After graduating from the UNM School of Law, he attended the University of Washington, where he received an LL.M. in Taxation. Bar Bulletin - March 5, 2014 - Volume 53, No. 10 7 Lack of Funding Depriving New Mexico’s Poor of Much-Needed Legal Aid As a longtime participant in legal aid, I believe that we need urgently to address the current adverse legal plight of poor New Mexicans caused by a New Mexico legal aid service crisis. This corrective action can start now during the 2014 New Mexico Legislature and the 2014 U.S. congressional sessions, and by important steps of additional funding by others. This crisis has also seriously impaired fundamental values of our democracy. A recent review provided by New Mexico Legal Aid shows that the funds available to New Mexico’s legal aid organizations from all sources, federal, state, and private combined, have decreased 27.3 percent since 2009. In 2013, this resulted in an estimated 10,000 New Mexicans either being turned away or being deprived of needed more complete relief from legal aid services. This is an extraordinary situation that requires extraordinary new efforts. These huge problems are occurring during the very period that the needs and number of the poor are escalating. These legal aid shortfalls are especially a direct threat to the fundamental pillars of equal justice for all contained in both the U.S. and the New Mexico constitutions, and permanently engraved on the façade of the U.S. Supreme Court building in Washington, D.C. The New Mexico judiciary which establishes justice in the courts, is also suffering from financial reductions. The judiciary also deserves broad support for restoring legislative funds to 2009 levels. Martin Luther King Jr. has said that, if any group is denied equal rights, it diminishes the rights of all of us. Let us therefore together take advantage of our respective opportunities and duties to help the poor, and preserve long-standing basic values of equal justice and compassion for all. John D. Robb has been a member of the Rodey Law Firm since 1951. He attended Yale, the University of New Mexico, and the University of Minnesota Law School. His interest in legal aid started as an officer with the Albuquerque Legal Aid Society about 1955, continuing into the present. ,2 21 ch ar M ad lin e: er es 20 va tio n de e Be 14 pu -2 bl nc ish h 01 Ad es ve 5 rti in & sin e B g ar sp ly ar ac Ju e D n r ire cto 01 ry This crisis needs, I believe, the restoring of legislative funding to at least 2009 levels and obtaining a massive increase in New Mexico state and local bar association-sponsored volunteer legal aid pro bono services. 4 By John D. Robb To make your space reservation, please contact Marcia Ulibarri 505-797-6058 • [email protected] 8 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 Molly Schmidt-Nowara Chosen for Minzner Award Text and photos by D.D. Wolohan Trial practice and criminal law attorney Molly SchmidtNowara was presented with the 2013 Justice Pamela B. Minzner Outstanding Advocacy for Women Award on Feb. 20 by the Committee on Women and the Legal Profession. The event was attended by 60 friends, well-wishers, and former colleagues of Schmidt-Nowara, who was chosen by the committee for her dedication to advancing the interests of women. Mark Baker and Sara Sanchez nominated Schmidt-Nowara for successfully defending a female OB/GYN client before the New Mexico Medical Board on allegations that the physician engaged in gross negligence by performing a third-trimester abortion, a lawful procedure. Joe Goldberg was co-counsel. Louise Pocock, award recipient Molly Schmidt-Nowara, Sara Sanchez and Michelle Hernandez Committee on Women and the Legal Profession members attending the award presentation were, from left, Past Co-chair Jeanne Hamrick, Liz Garcia, Patty Galindo, Jeff Albright, Co-chair Michelle Hernandez, Schmidt-Nowara, Co-chair Louise Pocock, Jocelyn Castillo, Laura Fashing, and Ann Washburn. Louise Pocock with the advocacy award State Bar President Erika Anderson, Greg Gambill, Michelle Hernandez, Rebecca Avitia Bar Bulletin - March 5, 2014 - Volume 53, No. 10 9 Legal Education March 6–7 Juvenile Criminal Defense 10.0 G Live Seminar N.M. Criminal Defense Lawyers Association 505-992-0050 www.nmcdla.org 7 29th Annual Bankruptcy Year in Review 6.0 G, 1.0 EP Live Seminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 4–5 Employment Agreements, Parts 1–2 2.0 G National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 11 Planning with Special Needs Trusts 1.0 G National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 13 Diligence in Business Transactions 1.0 G National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 14 Navigating the Privileges Minefield 5.5 G Live Seminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 18 Trials of the Century II with Todd Winegar 5.0 G, 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 10 18 The Cybersleuth’s Guide to the Internet: Super Search-Engine Strategies and Investigative Research 6.0 G Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 18 Considering Ethics—A Mock Meeting of the Ethics Advisory Committee 2.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 18 Ethicspalooza: Ethically Managing Your Practice 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 18 “Crowd-funding” in Business Ventures: Raising Capital from the Public 1.0 G National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 20 Employment Law Torts in the Workplace 1.0 G National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 21–22 N.M. Criminal Defense Lawyers Trial Skills College 10.0 G Live Seminar N.M. Criminal Defense Lawyers Association 505-992-0050 www.nmcdla.org Bar Bulletin - March 5, 2014 - Volume 53, No. 10 25 24th Annual Appellate Practice Institute 6.0 G, 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 25 2013 YLD Seminar-Standing Out in a Tough Economy: Ethically Collaborating in the Recovery 5.0 G, 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 25 Practical Tips and Advice from Judge Alan Torgerson 1.5 G, 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 25 The Fear Factor: How Good Lawyers Get Into Bad Trouble 3.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 25 Designing and Drafting GRATS in Estate Planning 1.0 G National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 28 Ethics of Multi-jurisdictional Practice 1.0 EP National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org Legal Education www.nmbar.org April 1 2013 Business Law Institute: Must Knows Across the Practice Spectrum 5.0 G, 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 1 2013 Family Law Institute Day 1 4.0 G, 2.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 1 Current Issues in Civil Procedure 2.0 G Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 1 Ethicspalooza: Ethically Managing Your Practice 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 1Planning and Drafting Revocable Trusts 1.0 G National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 8–9Review and Negotiating Franchise Agreements, Parts 1–2 2.0 G National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 15 2013 Real Property Institute 5.5 G, 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 15 2013 Family Law Institute Day 2 6.0 G Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 15 Managing the Present and Planning for the Future A Look at Assisting Lawyers with Capacity Challenges and Planning for Succession 2.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 15 Ethicspalooza: Proper Trust Accounting 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 15Creditor Interests in LLCs/ Partnerships 1.0 G National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 22–23Law of Religious Organizations, Parts 1–2 2.0 G National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 29 2013 Employment and Labor Law Institute 5.0 G, 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 29 Fluff is for Pillows, Not Legal Writing 2.0 G Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 29 Ethicspalooza: Charging a Reasonable Fee 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 29 Practical Tips and Advice from Judge Alan Torgerson 1.5 G, 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 29 Ethicspalooza: The Ethics of Social Media Use 1.0 EP Video Replay Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 29Sale/Leaseback Transactions in Real Estate 1.0 G National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org 30Ethics, Technology and Small Firms 1.0 EP National Teleseminar Center for Legal Education of NMSBF 505-797-6020 www.nmbarcle.org Bar Bulletin - March 5, 2014 - Volume 53, No. 10 11 Writs of Certiorari As Updated by the Clerk of the New Mexico Supreme Court Joey D. Moya, Chief Clerk New Mexico Supreme Court PO Box 848 • Santa Fe, NM 87504-0848 • (505) 827-4860 Effective Feb. 21, 2014 Petitions for Writ of Certiorari Filed and Pending: No. 34,558 No. 34,556 No. 34,554 No. 34,552 No. 34,512 No. 34,550 No. 34,549 No. 34,548 No. 34,546 No. 34,545 No. 34,544 No. 34,543 No. 34,541 No. 34,473 No. 34,522 No. 34,542 No. 34,538 No. 34,535 No. 34,534 No. 34,532 No. 34,470 No. 34,530 No. 34,529 No. 34,525 No. 34,476 No. 34,465 No. 34,527 No. 34,451 No. 34,467 No. 34,501 No. 34,486 No. 34,321 No. 34,289 No. 34,277 No. 34,275 No. 34,303 No. 34,170 No. 34,095 No. 34,067 No. 33,868 No. 33,819 12 Date Petition Filed State v. Ho COA 32,482 02/20/14 Lujan v. General Motors Acceptance Corp. COA 32,631 02/20/14 Miller v. Bank of America COA 31,463 02/19/14 State v. Ramirez COA 33,203 02/19/14 Guzman v. Bravo 12-501 02/19/14 Jernigan v. Romero 12-501 02/17/14 State v. Nichols COA 30,783 02/14/14 State v. Davis COA 28,219 02/13/14 N.M. Dept. Workforce Solutions v. Garduno COA 32,026 02/13/14 Ahlgrim v. Franco 12-501 02/11/14 State v. Gonzales COA 32,169 02/11/14 State v. Mallielle COA 32,959 02/10/14 Archuleta v. THI of N.M., LLC COA 31,950 02/10/14 Mandeville v. Presbyterian Healthcare COA 32,999 02/10/14 Response filed 2/20/14 Hobson v. Hatch 12-501 02/07/14 Chase v. State 12-501 02/06/14 State v. Ellis COA 33,102 02/05/14 Hynoski v. Atwood COA 32,548 02/05/14 State v. Moseley COA 31,480 02/05/14 State v. Garcia COA 32,930 02/03/14 MacLennan v. Michel COA 31,026 02/03/14 State v. Haynes COA 32,951 01/29/14 State v. Koesters COA 32,889 01/29/14 State v. Gibbs COA 32,854 01/28/14 State v. Pfauntsch COA 31,674 01/27/14 Villanueva v. State 12-501 01/23/14 Sosaya v. Steward 12-501 01/22/14 Curry v. Great Northwest Insurance Co. COA 31,990 01/21/14 Response filed 2/11/14 Bertola v. State 12-501 01/17/14 Snow v. Warren Power COA 32,335 01/13/14 Montoya v. Janecka 12-501 01/02/14 Skidgel v. Hatch 12-501 09/12/13 Tafoya v. Stewart 12-501 08/23/13 State v. Ramirez 12-501 08/12/13 State v. Hernandez COA 30,230 08/09/13 Gutierrez v. State 12-501 07/30/13 Holguin v. Nance 12-501 05/23/13 Ramirez v. State 12-501 05/15/13 Response ordered; filed 8/7/13 Gutierrez v. Williams 12-501 03/14/13 Burdex v. Bravo 12-501 11/28/12 Response ordered; filed 1/22/13 Chavez v. State 12-501 10/29/12 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 No. 33,867 No. 33,539 No. 33,630 Roche v. Janecka 12-501 09/28/12 Contreras v. State 12-501 07/12/12 Response ordered; due 10/24/12 Utley v. State 12-501 06/07/12 Certiorari Granted but not yet Submitted to the Court: (Parties preparing briefs) Date Writ Issued No. 33,725 State v. Pasillas COA 31,513 09/14/12 No. 33,837 State v. Trujillo COA 30,563 11/02/12 No. 33,754 State v. Garcia 12-501 11/02/12 No. 33,877 State v. Alvarez COA 31,987 12/06/12 No. 33,952 Melendez v. Salls Brothers COA 32,293 01/18/13 No. 33,930 State v. Rodriguez COA 30,938 01/18/13 No. 34,076 State v. Martinez COA 32,424 04/19/13 No. 34,124 State v. Cortina COA 30,317 05/24/13 No. 34,122 State v. Steven B. consol. w/ State v. Begaye COA 31,265/32,136 07/12/13 No. 34,204 Faber v. King COA 31,446 07/12/13 No. 34,138 Jones v. Franco 12-501 08/30/13 No. 33,994 Gonzales v. Williams COA 32,274 08/30/13 No. 33,863 Murillo v. State 12-501 08/30/13 No. 33,810 Gonzales v. Marcantel 12-501 08/30/13 No. 34,271 State v. Silvas COA 30,917 09/20/13 No. 34,300 Behrens v. Gateway COA 31,439 09/27/13 No. 34,286 Yedidag v. Roswell Clinic Corp. COA 31,653 09/27/13 No. 34,349 Harrison v. Lovelace Health System, Inc. COA 32,215 10/18/13 No. 34,311 State v. Favela COA 32,044 10/18/13 No. 34,295 Dominguez v. State 12-501 10/18/13 No. 34,380 Cohen v. Continental Casualty Co. COA 32,391 11/15/13 No. 34,365 Potter v. Pierce COA 31,595 11/15/13 No. 34,363 Pielhau v. State Farm COA 31,899 11/15/13 No. 34,274 State v. Nolen 12-501 11/20/13 No. 34,398 State v. Garcia COA 31,429 12/04/13 No. 34,387 Perea v. City of Albuquerque COA 31,605/32,050 12/04/13 No. 34,400 State v. Armijo COA 32,139 12/20/13 No. 34,455 City of Santa Fe v. Tomada COA 32,407 01/10/14 No. 34,435 State v. Strauch COA 32,425 01/10/14 No. 34,499 Perez v. N.M. Workforce Solutions Dept. COA 32,321/32,330 02/07/14 No. 34,498 Hightower v. State 12-501 02/07/14 No. 34,488 State v. Norberto COA 32,353 02/07/14 No. 34,487 State v. Charlie COA 32,504 02/07/14 No. 34,447 Loya v. Gutierrez COA 32,405 02/07/14 No. 34,443 Aragon v. State 12-501 02/14/14 No. 34,516 State v. Sanchez COA 32,994 02/14/14 Writs of Certiorari Certiorari Granted and Submitted to the Court: No. 34,007 (Submission Date = date of oral argument or briefs-only submission) Submission Date No. 32,860 State v. Stevens COA 29,357 01/10/12 No. 33,296 State v. Gutierrez COA 29,997 09/12/12 No. 33,014 State v. Crane COA 29,470 11/13/12 No. 33,324 State v. Evans COA 31,331 11/26/12 No. 33,483 State v. Consaul COA 29,559 12/17/12 No. 33,382 N.M. Human Services v. Starko, Inc. COA 29,016/27,922 01/15/13 No. 33,383 Presbyterian Health Plan v. Starko, Inc. COA 29,016/27,922 01/15/13 No. 33,384 Cimarron Health Plan v. Starko, Inc. COA 29,016/27,922 01/15/13 No. 33,611 Bank of America v. Quintana COA 30,354 03/12/13 No. 33,594 Fallick v. Montoya COA 30,172 03/13/13 No. 33,589 Zhao v. Montoya COA 30,172 03/13/13 No. 33,632 First Baptist Church of Roswell v. Yates Petroleum COA 30,359 03/13/13 No. 33,548 State v. Marquez COA 30,565 04/15/13 No. 33,567 State v. Leticia T. COA 30,664 04/30/13 No. 33,566 State v. Leticia T. COA 30,664 04/30/13 No. 33,592 State v. Montoya COA 30,470 05/15/13 No. 33,565 State v. Ballard COA 30,187 05/30/13 No. 33,226 State v. Olsson COA 29,713 05/30/13 No. 33,971 State v. Newman COA 31,333 07/24/13 No. 33,808 State v. Nanco COA 30,788 08/14/13 No. 33,862 State v. Gerardo P. COA 31,250 08/14/13 No. 33,993 Fowler v. Vista Care and American Home Ins. Co. COA 31,438 08/14/13 No. 33,896 Rodriguez v. Del Sol Shopping Center COA 30,421/30,578 08/26/13 No. 33,949 Rodriguez v. Del Sol Shopping Center COA 30,421/30,578 08/26/13 No. 33,770 Vaughn v. St. Vincent Hospital COA 30,395 08/26/13 No. 33,969 Safeway, Inc. v. Rooter 2000 Plumbing COA 30,196 08/28/13 No. 33,938 State v. Crocco COA 31,498 08/28/13 No. 33,898 Bargman v. Skilled Healthcare Group, Inc. COA 31,088 09/11/13 No. 34,039 No. 33,884 No. 34,083 No. 33,847 No. 34,013 No. 33,970 No. 34,085 No. 34,146 No. 34,126 No. 34,128 No. 33,604 No. 34,009 No. 33,870 No. 33,796 No. 34,093 No. 34,232 No. 34,194 No. 33,999 No. 33,997 No. 34,044 No. 34,150 No. 34,074 No. 34,287 No. 34,120 No. 34,235 City of Albuquerque v. AFSCME Local 3022 COA 31,075 Cavu Co. v. Martinez COA 32,021 Acosta v. Shell Western Exploration and Production, Inc. COA 29,502 Amethyst v. Terhune COA 31,165 State v. Urquizo COA 30,337 Foy v. Austin Capital COA 31,421 State v. Parvilus COA 30,379 Badilla v. Walmart COA 31,162 Madrid v. Brinker Restaurant COA 31,244 State v. Maurice H. COA 31,597 Benavides v. Eastern N.M. Medical COA 32,450 State v. Ramirez COA 30,205 State v. Huettl COA 31,141 State v. Perez COA 31,678 State v. Vasquez COA 29,868 Cordova v. Cline COA 30,546 Hinkle v. State Farm COA 31,707 King v. Faber COA 34,116 State v. Antonio T. COA 30,827 State v. Antonio T. COA 30,827 State v. Riordan COA 31,795 Kimbrell v. Kimbrell COA 30,447/31,491 State v. Maples COA 30,507 Hamaatsa v. Pueblo of San Felipe COA 31,297 State v. Baca COA 31,442 State v. Alverson COA 32,046 09/24/13 09/30/13 10/28/13 10/28/13 10/30/13 11/14/13 11/25/13 12/04/13 12/09/13 12/16/13 12/18/13 01/14/14 01/14/14 01/15/14 01/15/14 01/15/14 02/24/14 02/24/14 02/26/14 02/26/14 02/26/14 03/24/14 03/24/14 03/26/14 03/26/14 04/28/14 Petition for Writ of Certiorari Denied: No. 34,165 No. 34,524 No. 34,521 No. 34,520 No. 34,518 Conley v. Janecka State v. Marquez State v. Zamora Brian v. Eastburg State v. Lopez Date Order Filed 12-501 02/20/14 COA 32,385 02/19/14 COA 32,935 02/17/14 COA 33,040 02/17/14 COA 32,908 02/17/14 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 13 Opinions As Updated by the Clerk of the New Mexico Court of Appeals Wendy F. Jones, Chief Clerk New Mexico Court of Appeals PO Box 2008 • Santa Fe, NM 87504-2008 • (505) 827-4925 Effective Feb. 21, 2014 Published Opinions No. 31975 9th Jud Dist Curry CR-10-876, STATE v J DOMINGUEZ (affirm in part, reverse in part and remand) 02/17/2014 No. 32546 9th Jud Dist Curry CR-10-876, STATE v J DOMINGUEZ (affirm in part, reverse in part and remand) 02/17/2014 No. 32815 WCA-10-3622, V ESCKELSON v MINERS COLFAX (affirm) 02/18/2014 Unublished Opinions No. 32975 8th Jud Dist Taos CV-09-186, CV-12-118, M ROMERO v L HONE (dismiss) 02/17/2014 No. 33227 4th Jud Dist San Miguel CV-11-139, MESA GRANDE v SAN MIGUEL COUNTY (affirm) 02/17/2014 No. 31663 12th Jud Dist Otero CR-10-184, STATE v M FIRSCHING (affirm) 02/17/2014 No. 31728 11th Jud Dist McKinley CV-06-141, D NEZ v GALLUP MCKINLEY (affirm) 02/17/2014 No. 31980 5th Jud Dist Eddy CR-10-262, STATE v R PEREZ (affirm) 02/17/2014 No. 33011 2nd Jud Dist Bernalillo LR-09-55, STATE v S LUCERO (affirm) 02/18/2014 No. 33107 WCA-93-7529, S WOLHANDLER v TAOS SKI VALLEY (affirm) 02/18/2014 No. 32025 2nd Jud Dist Bernalillo CR-09-2696, STATE v R ARREOLA (affirm in part and remand) 02/20/2014 No. 31843 8th Jud Dist Union CR-11-34, STATE v N NATHAN (affirm) 02/20/2014 Slip Opinions for Published Opinions may be read on the Court’s website: http://coa.nmcourts.gov/documents/index.htm 14 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 Clerk’s Certificates From the Clerk of the New Mexico Supreme Court Joey D. Moya, Chief Clerk New Mexico Supreme Court PO Box 848 • Santa Fe, NM 87504-0848 • (505) 827-4860 Dated Feb. 10, 2014 Clerk’s Certificate of Address and/or Telephone Changes Jane E. Abrams 6783 Via Campestre Las Cruces, NM 88007 575-571-5400 theflying [email protected] Michael J. Anaya The Castle Law Group, LLC 20 First Plaza NW, Suite 602 Albuquerque, NM 87102 505-848-9500 505-848-9516 (fax) [email protected] Fantina M. Becker PO Box 3894 Albuquerque, NM 87190-3894 [email protected] Rebecca Anne Burbridge 3829 Simms Avenue SE Albuquerque, NM 87108 [email protected] R. Daniel Castille Los Alamos National Bank PO Box 60 1200 Trinity Drive Los Alamos, NM 87544-0060 505-662-1001 505-662-1097 (fax) [email protected] James W. Catron Jr. 595 State Highway 32 Marietta, OK 73448-5569 James.catron.us@member. mensa.org Sidney P. Childress PO Box 2327 Santa Fe, NM 87504-2327 505-433-9823 [email protected] Jessica Beth Cooper N.M. State Personnel Office 2600 Cerrillos Road Santa Fe, NM 87505 505-476-7813 505-476-7727 (fax) [email protected] Joen Elizabeth Copeland Arora Legal, PLLC 1441 E. McDowell Road, Suite A Phoenix, AZ 85006 623-313-1323 888-413-4183 (fax) [email protected] Marina Cordova Developmental Disabilities Planning Council Office of Guardianship 625 Silver Avenue SW, Suite 100 Albuquerque, NM 87102 505-841-4586 505-841-4590 (fax) MarinaA.Cordova@state. nm.us Jennifer M. deGraauw Terry & deGraauw, PC 1303 Rio Grande Blvd. NW, Suite 6 Albuquerque, NM 87104 505-206-5044 505-206-5048 (fax) [email protected] Mary Dickman U.S. Department of the Interior Office of Hearings and Appeals PO Box 26147 1011 Indian School Road NW, Room 322 (87104) Albuquerque, NM 87125-6147 505-563-5330 505-563-5341 (fax) [email protected] Allison Bailey Dierlam 508 Cypress Road Bellingham, WA 98225 409-893-1314 [email protected] Paul Michael Dominguez Marble Law 601 Marble NW Albuquerque, NM 87102 505-999-1080 505-217-3100 (fax) pdominguez@marblelawnm. com Kyle J. Elliott 4651 N. Greenview Avenue, #412 Chicago, IL 60640 847-688-3805 [email protected] Jose Jehuda Garcia 4801 Lang Avenue NE, Suite 110 Albuquerque, NM 87109 505-933-5725 505-672-7079 (fax) [email protected] Monnica Garcia Law Office of Monnica L. Garcia, LLC 1110 Second Street NW Albuquerque, NM 87102 505-242-3919 505-792-2268 (fax) [email protected] Hubert M. Gray Office of the District Attorney 520 Lomas Blvd. NW Albuquerque, NM 87102-2118 505-222-1145 505-241-1145 (fax) [email protected] Harry G.W. Griffith Jr. 33903 Cripple Creek Drive Pinehurst, TX 77362 832-845-4609 [email protected] Elena Moreno Hansen 1240 Augustine Las Cruces, NM 88001 575-647-8802 [email protected] Dulcinea Z. Hanuschak Brownstein Hyatt Farber Schreck, LLP 410 17th Street, Suite 2200 Denver, CO 80202 303-223-1184 303-223-1111 (fax) [email protected] Bar Bulletin - March 5, 2014 - Volume 53, No. 10 15 Clerk’s Certificates Dated Feb. 11, 2014 Clerk’s Certificate of Address and/or Telephone Changes Matthew Allen Hartford Davis Graham & Stubbs LLP 1550 17th Street, Suite 500 Denver, CO 80202 303-892-7212 303-893-1379 (fax) [email protected] Charlotte H. Hetherington Cuddy & McCarthy, LLP PO Box 4160 1701 Old Pecos Trail (87505) Santa Fe, NM 87502-4160 505-988-4476 505-954-7373 (fax) chetherington@ cuddymccarthy.com Debra A. Hill La Cerra Sueno, LLC 2739 E. Nisbet Phoenix, AZ 85032 602-908-1940 [email protected] Francisco Juan Jimenez Office of the City Attorney PO Box 2248 One Civic Plaza NW, Room 4072 (87102) Albuquerque, NM 87103-2248 505-768-4500 505-768-4525 (fax) [email protected] Dated Feb. 14, 2014 Clerk’s Certificate of Address and/or Telephone Changes Holly Agajanian Miller Stratvert, PA PO Box 1986 200 W. DeVargas Street, Suite 9 (87501) Santa Fe, NM 87504-1986 505-989-9614 505-989-9857 (fax) [email protected] 16 http://nmsupremecourt.nmcourts.gov. David R. Jojola Frazer, Ryan, Goldberg & Arnold, LLP 3101 N. Central Avenue, Suite 1600 Phoenix, AZ 85012 602-200-7399 602-277-2595 (fax) [email protected] Paul N. Jones 7301 Fair Valley Way Plano, TX 75024 505-235-2800 [email protected] Edwin E. Macy 26 Camino A Las Estrellas Placitas, NM 87043 505-867-5670 [email protected] Patrick Lee McDaniel McDaniel Law Firm PO Box 22381 Santa Fe, NM 87502-2381 505-350-0135 [email protected] James E. Nelson 2220 Gilia Drive Austin, TX 78733 [email protected] Geary W. Pyles U.S. Department of Energy 912 Ridgecrest Drive SE Albuquerque, NM 87108 [email protected] Carol Anne Smith Rising 712 Trujillo Lane Corrales, NM 87048-6106 505-690-4913 [email protected] Susanne Darling Roubidoux N.M. Department of Finance and Administration 407 Galisteo Street, Suite 180 Santa Fe, NM 87501 505-827-6772 505-827-4984 (fax) Susanne.Roubidoux@state. nm.us Tiffany Mercado N.M. Legal Aid PO Box 25486 Albuquerque, NM 87125-5486 505-768-6155 505-764-8206 (fax) [email protected] M. Victoria Amada N.M. Public Education Department 300 Don Gaspar Avenue Santa Fe, NM 87501-2744 505-827-6389 505-827-6681 (fax) [email protected] James M. Davis Jr. ExL Petroleum, LP 6 Desta Drive Midland, TX 79705 432-686-8080 432-686-8087 (fax) [email protected] Bar Bulletin - March 5, 2014 - Volume 53, No. 10 Charles de Saillan N.M. Interstate Stream Commission PO Box 25102 407 Galisteo Street, Room 101 (87501) Santa Fe, NM 87504-5102 505-476-0512 505-827-5776 (fax) [email protected] Joshua Alan Ehrenfeld Burr & Forman, LLP 3102 West End Avenue, Suite 700 Nashville, TN 37203-1397 615-724-3200 615-724-3290 (fax) [email protected] Michael M. Rueckhaus Michael M. Rueckhaus, PC 620 Roma Avenue NW Albuquerque, NM 87102-2074 505-243-1739 505-243-2784 (fax) [email protected] Sam P. Ruyle 1520 Paseo de Peralta Santa Fe, NM 87501 [email protected] David E. Shelle Caruso Law Offices 4302 Carlisle Blvd. NE Albuquerque, NM 87107 505-883-5000 505-883-5012 (fax) [email protected] Jeffrey Twersky Kadish Twersky Law Firm 2920 Colby Avenue, Suite 102 Everett, WA 98201 425-259-1841 425-259-4863 (fax) [email protected] Darlene Teryssa Gomez 1412 Lomas Blvd. NW Albuquerque, NM 87104 505-842-0392 505-842-0686 (fax) [email protected] William Griffin PO Box 643 2701 B Sudderth Drive (88345) Ruidoso, NM 88355-0643 575-257-5426 888-875-6779 (fax) [email protected] Ann M. Harvey 2315 Camino Rancho Siringo Santa Fe, NM 87505 505-820-7232 [email protected] Clerk’s Certificates Billy J. Jimenez N.M. Environment Department PO Box 5469 1190 St. Francis Drive (87505) Santa Fe, NM 87502-5469 505-827-1047 505-827-1628 (fax) [email protected] Atrelle Jones 1028 E. Purcell Court Pueblo West, CO 81007 303-550-4972 [email protected] Peter Romney Jones Prairie Island Indian Community 5636 Sturgeon Lake Road Welch, MN 55089 651-385-4137 [email protected] http://nmsupremecourt.nmcourts.gov. Angela Nerissa Lytton PO Box 9473 Fountain Valley, CA 92728-9473 [email protected] Charles C. McLeod Jr. 1095 Greenway Road Oceanside, CA 92057 505-264-3630 [email protected]. mil Nicole W. Moss The Law Office of Nicole W. Moss, LLC 620 Roma Avenue NW Albuquerque, NM 87102 505-433-5705 505-246-2668 (fax) [email protected] Luis Brijido Juarez 1822 Lomas Blvd. NW Albuquerque, NM 87104 505-429-4177 505-345-3952 (fax) Joy Elaine Pendleton Fredlund & Bryan, Attorneys at Law, LLC 616 E. Bender Blvd. Hobbs, NM 88240 575-393-5400 575-393-3300 (fax) Robert Koeblitz Bleus & Associates 2633 Dakota NE Albuquerque, NM 87110 505-884-9300 505-884-9305 (fax) [email protected] Patricia A. Prekup The Ledbetter Firm, PLC 1003 North Main Street Cottonwood, AZ 86326 928-649-8777 928-649-8778 (fax) [email protected] Daniela Labinoti Law Firm of Daniela Labinoti, PC 501 N. Kansas Street, Suite 102 El Paso, TX 79901 915-581-4600 915-581-4605 (fax) Dated Feb. 19, 2014 Clerk’s Certificate of Address and/or Telephone Changes Xavier Edward Acosta Law Offices of Xavier Edward Acosta PO Box 16152 Las Cruces, NM 88004-6152 575-528-8225 [email protected] Lillian L. Alves Blue Ocean Enterprises, Inc. 401 West Mountain Avenue Fort Collins, CO 80521 970-419-7420 lillian.alves@blueocean-inc. com Mark Pustay N.M. Department of Game and Fish PO Box 25112 One Wildlife Way (87507) Santa Fe, NM 87504-5112 505-476-8148 505-476-8123 (fax) [email protected] Junilla Sledziewski Statman, Harris & Eyrich, LLC 200 West Madison Street, Suite 3820 Chicago, IL 60606 312-251-9964 312-263-1201 (fax) jsledziewski@statmanharris. com Carlos M. Quinonez Quinonez & Salayandia Law Firm, LLC 11890 Vista Del Sol Avenue, Suite A-115 El Paso, TX 79936 915-533-0009 888-301-1116 (fax) [email protected] Denise A. Snyder McCarthy Holthus, LLP 6501 Eagle Rock NE, Suite A-3 Albuquerque, NM 87113 877-369-6122 Ext. 2481 dsnyder@McCarthyHolthus. com Nicholas J. Rimmer Whitener Law Firm, PA 4110 Cutler Avenue NE Albuquerque, NM 87110 505-242-3333 505-242-3322 (fax) [email protected] Jason J. Rudd 101 S. Capitol Blvd., Suite 1600 Boise, ID 83702 Rebecca M. Salwin Office of the Public Defender 505 Marquette Avenue NW, Suite 120 Albuquerque, NM 87102-2159 505-841-5000 505-841-5006 (fax) [email protected] Jennifer M. Anderson Brownstein Hyatt Farber Schreck, LLP 410 Seventeenth Street, Suite 2200 Denver, CO 80202 303-223-1183 303-223-0983 (fax) [email protected] Rosemary Strunk ProtoCall Services, Inc. 621 SW 6th Avenue, Suite 400 Portland, OR 97205 503-265-6701 [email protected] D’Ontae D. Sylvertooth U.S. Navy Bureau of Medicine & Surgery 5113 Leesburg Pike, 4 Skyline Pl., Suite 602 Falls Church, VA 22041 703-681-2513 703-681-2597 (fax) Dontae.Sylvertooth@med. navy.mil Matthew J. Zamora Carter & Valle Law Firm 8012 Pennsylvania Circle NE Albuquerque, NM 87110 505-888-4357 505-883-5613 (fax) [email protected] Rebecca Loubriel Avitia National Hispanic Cultural Center 1701 Fourth Street SW Albuquerque, NM 87102 505-246-2261 505-724-4760 (fax) [email protected] Salena Karam Ayoub 5900 Luckett Court El Paso, TX 79932 915-581-2100 [email protected] Bar Bulletin - March 5, 2014 - Volume 53, No. 10 17 Clerk’s Certificates David K. Bell 01509 SW Carey Lane Portland, OR 97219 503-789-2121 [email protected] Merit Bennett The Bennett Law Group, LLC 460 St. Michael’s Drive, Suite 703 Santa Fe, NM 87505 505-983-9834 505-983-9836 (fax) [email protected] Caroline Wade Blankenship Blankenship Health Law, LLC 12218 Highway North 14, No. 1026 Cedar Crest, NM 87008 505-681-0661 [email protected] Charles J. Brideau 2738 Oyster Bay Drive Frisco, TX 75034-1064 David K. Brooks Dugan & Associates, PC 900 Main Avenue, Suite A Durango, CO 81301 970-259-1770 970-259-1882 (fax) [email protected] Linda Burson 3730 W. Rock Creek Road, Apt. 713 Norman, OK 73072-4823 [email protected] Gregory Ara Chakalian Office of the Seventh Judicial District Attorney PO Box 1099 302 Park Street Socorro, NM 87801-1099 575-835-0052 575-835-0054 (fax) [email protected] David Mario Chavez No. 110 Road 3000 Aztec, NM 87410 505-215-2674 Matt Cantou Clarke Cantou Clarke Law, LLC 1322 Paseo de Peralta Santa Fe, NM 87501 505-672-8018 505-214-5953 (fax) [email protected] 18 http://nmsupremecourt.nmcourts.gov. Kathleen Conrey Desjacques 6 Avenue Sisley Suresnes France 33146259226 [email protected] Christopher T. Elmore 215 Gold Avenue SW, Suite 102 Albuquerque, NM 87102 Rory Allen Foutz Bowlin Law Firm, LLC 6565 Americas Parkway NE, Suite 200 Albuquerque, NM 87110 575-415-4529 806-221-2412 (fax) [email protected] Ellen F. Gallegos 9655 Redmont Road NE Albuquerque, NM 87109 Justin D. Goodman Law Offices of O’Brien and Padilla, PC 6000 Indian School Road NE, Suite 200 Albuquerque, NM 87110 505-883-8181 505-883-3232 (fax) jgoodman@obrienlawoffice. com Cheryl D. Hamer Pomerantz LLP 11440 West Bernardo Court, Suite 300 San Diego, CA 92127 858-753-1721 858-753-1722 (fax) [email protected] R. Randall Harrison Ladenburg Law PLLC 705 S. 9th Street, Suite 305 Tacoma, WA 98405 253-732-9866 253-295-2326 (fax) [email protected] Michael R. Heitz N.M. Department of Transportation 490 Old Santa Fe Trail, Suite 400 Santa Fe, NM 87501-2704 505-476-2220 505-476-2226 (fax) [email protected] Bar Bulletin - March 5, 2014 - Volume 53, No. 10 Evan Spain Hobbs First American Bank 4301 The 25 Way NE Albuquerque, NM 87109 505-798-9952 505-341-9305 (fax) [email protected] Karen Anslinger Holmes 613 La Bajada Los Alamos, NM 87544 Patricia J. Jones PO Box 23201 Ft. Lauderdale, FL 33307-3201 954-448-5300 [email protected] Talia Kosh The Bennett Law Group, LLC 460 St. Michael’s Drive, Suite 703 Santa Fe, NM 87505 505-983-9834 505-983-9836 (fax) [email protected] William M. Kinsella Jr. Law Office of Jill V. Johnson Vigil PO Box 16244 Las Cruces, NM 88004-6244 575-527-5405 575-527-1899 (fax) [email protected] Kim Knowles Prairie Rivers Network 1902 Fox Drive, Suite G Champaign, IL 61820 217-344-2371 Ext. 209 [email protected] Steven Lehrbass Landrith, Lehrbass, Suazo & Goos, LLP 4701 West 43rd Street Houston, TX 77092 210-262-7117 [email protected] Anthony Lopez 705 Paseo del Pueblo Sur Taos, NM 87571 575-758-0145 575-758-7400 (fax) [email protected] Richard L. Lougee PO Box 43505 1905 E. 4th Street (85719) Tucson, AZ 85733-3505 520-882-0602 [email protected] Ameryn Maestas 505-236-9100 [email protected] Hajra Imtiaz Malik U.S. District Court District of New Mexico PO Box 669 421 Gold Avenue SW, 5th Floor (87102) Albuquerque, NM 87103-0669 505-348-2243 505-348-2246 (fax) [email protected] Pavel Marinov 22W212 Juniper Drive Medinah, IL 60157 224-730-0980 [email protected] Marian Matthews 6504 Antares Road NE Albuquerque, NM 87111 505-822-1065 [email protected] Adam D. Melton Langley Weinstein, LLP 76 E. Mitchell Drive Phoenix, AZ 85012 602-428-7338 602-795-6077 (fax) [email protected] Mekko Mangas Miller Route 42, Box 55-T Santa Fe, NM 87506 505-577-6327 [email protected] Timothy Nuccio 5070 Chato Court Las Cruces, NM 88012 [email protected] Dahlia Olsher-Tannen 460 S. Marion Parkway, #1555 Denver, CO 80209 [email protected] Clerk’s Certificates Janet Padilla Office of the Fourth Judicial District Attorney PO Box 2025 1800 New Mexico Avenue Las Vegas, NM 87701-2025 505-425-6746 505-425-9372 (fax) [email protected] Johanna A. Pickel Johanna Pickel, LLC 4801 Lang NE, Suite 110 Albuquerque, NM 87109 505-798-2515 [email protected] Sarah Martha Puckett II 5932 Broadmoor Drive Plano, TX 75093 [email protected] http://nmsupremecourt.nmcourts.gov. Nathaniel R. Puffer New Mexico Legal Aid, Inc. PO Box 25486 Albuquerque, NM 87571-5486 505-243-7871 505-842-9864 (fax) [email protected] Olga Serafimova 50 Holy Family Road, #216 Holyoke, MA 01040 [email protected] Lauro D. Silva Silva Law Firm PO Box 19155 Albuquerque, NM 87191-9155 505-452-2188 505-452-2308 (fax) [email protected] Dorie Concetta Biagianti Smith PO Box 28443 Santa Fe, NM 87592-8443 505-501-3454 [email protected] Patricia Tucker Law Office of Patricia Tucker, PC 202 Girard Blvd. SE Albuquerque, NM 87106 505-232-0308 505-212-0221 (fax) [email protected] LeRoy Raymond Warren 250 East Alameda Street, Apt. 428 Santa Fe, NM 87501 Jaime Wiesenfeld 15321 Bond Street Overland Park, KS 66221 505-660-6820 [email protected] Maria Zannes 505-400-9747 [email protected] Bar Bulletin - March 5, 2014 - Volume 53, No. 10 19 Recent Rule-Making Activity As Updated by the Clerk of the New Mexico Supreme Court Joey D. Moya, Chief Clerk New Mexico Supreme Court PO Box 848 • Santa Fe, NM 87504-0848 • (505) 827-4860 Effective March 5, 2014 Pending Proposed Rule Changes Open for Comment: 4-913A Comment Deadline None Writ of restitution (Restitution to owner) (Uniform Owner Resident Relations Act) Order setting escrow deposit/appeal bond. (Uniform Owner Resident Relations Act) 12/31/13 12/31/13 Domestic Relations Forms Recently Approved Rule Changes Since Release of 2013 NMRA: 4A-100 Effective Date Rules of Civil Procedure for the District Courts 1-005.2 Electronic service and filing of pleadings and other papers 01/29/13 1-047Jurors 12/31/13 1-050Judgment as a matter of law in jury trials; alternative motion for new trial; conditional rulings 12/31/13 1-052 Nonjury trials; findings and conclusions 12/31/13 1-059 New trials 12/31/13 1-060 Relief from judgment or order 12/31/13 1-071.4 Statutory stream system adjudication suits; ex parte contacts; general problems of administration12/31/13 1-074 Administrative appeals; statutory review by district of administrative decisions or orders court12/31/13 1-075 Constitutional review by district court of administrative decisions and orders. 12/31/13 1-077 Appeals pursuant to Unemployment Compensation Law 12/31/13 1-079 Public inspection and sealing of court records 12/31/13 1-089.1 Nonadmitted and nonresident counsel 12/31/13 1-120 Domestic relations action; scope; use of forms in dissolution of marriage proceedings 05/31/13 Rules of Civil Procedure for the Magistrate Courts 2-105 Assignment and designation of judges 2-107 Pro se and attorney appearance 2-111 Telephone conferences 2-603Jurors 05/05/13 12/31/13 12/31/13 12/31/13 Rules of Civil Procedure for the Metropolitan Courts 3-105 Assignment and designation of judges 3-106 Excusal; recusal; disability 3-107 Pro se and attorney appearance 3-603Jurors 12/31/13 12/31/13 12/31/13 12/31/13 Civil Forms 4-118 Order on motion to seal court records 4-119 Order on motion to unseal court records 4-206Summons 4-602 Juror summons, qualification, and questionnaire form 20 4-913 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 12/31/13 12/31/13 12/31/13 12/31/13 Domestic relations forms; short title; purpose of forms; citations regarding use of forms (Withdrawn)05/31/13 4A-100 Domestic relations forms; instructions and cautions regarding use of forms 05/31/13 4A 101 Domestic relations cover sheet 05/31/13 4A 101A Domestic relations information sheet 05/31/13 4A-102 Petition for dissolution of marriage (no children) 05/31/13 4A-103 Petition for dissolution of marriage (with children) 05/31/13 4A-104Response 05/31/13 4A-105 Entry of appearance pro se 05/31/13 4A-101(Withdrawn) 05/31/13 4A-200 Domestic relations forms; instructions for stage two (2) forms 05/31/13 4A-201 Domestic relations forms for self-represented parties; limited purpose of forms; cautions regarding use of forms (Withdrawn) 05/31/13 4A-201 Temporary domestic order 05/31/13 4A-202 Definitions (Withdrawn) 05/31/13 4A-202 Motion for temporary order 05/31/13 4A-203 Forms not available through courts (Withdrawn)05/31/13 4A-203 Motion to modify temporary order 05/31/13 4A-204 Domestic relations forms; divorce cases; forms needed; filing fee (Withdrawn) 05/31/13 4A-204 Motion for referral to mediation (child custody, timesharing, or visitation) 05/31/13 4A-205 Parenting plan and child support worksheet; wage withholding order (Withdrawn) 05/31/13 4A-205 Motion for referral to mediation (child support or other financial issues) 05/31/13 4A-206 Request for hearing 05/31/13 4A-207 Notice of hearing 05/31/13 4A-208 Notice of compliance with Rule 1-123 NMRA 05/31/13 4A-209 Verified motion for order to show cause 05/31/13 4A-210 Order to appear and show cause 05/31/13 4A-211 Objection to hearing officer report 4A-212 Interim monthly income and expenses statement05/31/13 4A-213 Interim order allocating income and expenses 05/31/13 4A-214 Community property and liabilities schedule 05/31/13 4A-215 Separate property and liabilities schedule 05/31/13 4A-300 Domestic relations forms; instructions for stage three (3) forms 05/31/13 4A-301 Marital settlement agreement 05/31/13 4A-302 Custody plan 05/31/13 4A-303 Child support obligation 05/31/13 4A-304 Wage withholding order 05/31/13 4A-305 Final decree of dissolution of marriage 05/31/13 4A-310 Domestic relations forms; instructions for default proceedings 05/31/13 Rule-Making Activity 4A-311 Affidavit as to Respondent’s failure to plead or otherwise defend 4A-312 Certificate as to the state of the record 4A-313 Application for default judgment and final decree of dissolution of marriage 4A-321(Withdrawn) 4A-322(Withdrawn) 4A 401 Uncontested petition for paternity; forms needed; filing fee 4A 402 Petition to establish parentage 4A 403 Final decree of parentage http://nmsupremecourt.nmcourts.gov. 05/31/13 05/31/13 05/31/13 05/31/13 05/31/13 06/24/13 06/24/13 06/24/13 Rules of Criminal Procedure for the District Courts 5-108 5-115 5-123 5-205 5-212 5-301 Nonadmitted and nonresident counsel 12/31/13 Conduct of court proceedings 12/31/13 Public inspection and sealing of court records 12/31/13 Unnecessary allegations 05/13/13 Motion to suppress 12/31/13 Arrest without warrant; probable cause determination; first appearance 12/31/13 5-302A Grand Jury Proceedings 12/31/13 5-501 Disclosure by the state 05/13/13 5-606Jurors 12/31/13 Rules of Criminal Procedure for the Magistrate Courts 6-107 Entry of appearance 6-108 Non attorney prosecutions 6-204 Issuance of warrant for arrest and summons 6-206 Arrest warrants 6-208 Search warrants 6-304Motions 6-506 Time of commencement of trial 6-506A Voluntary dismissal and refiled proceedings 6-605Jurors 6-802 Return of the probation violator 12/31/13 12/31/13 07/15/13 07/15/13 07/15/13 12/31/13 12/31/13 12/31/13 12/31/13 05/05/13 Rules of Criminal Procedure for the Metropolitan Courts 7-107 Entry of appearance 7-108 Non attorney prosecutions 7-204 Issuance of warrant for arrest and summons 7-206 Arrest warrants 7-208 Search warrants 7-304Motions 7-506 Time of commencement of trial 7-605Jurors 7-802 Return of the probation violator 12/31/13 12/31/13 07/15/13 07/15/13 07/15/13 12/31/13 12/31/13 12/31/13 05/05/13 Rules of Procedure for the Municipal Courts 8-107 Entry of appearance 8-111 Non attorney prosecutions 8-113 Court Interpreters 8-203 Issuance of warrant for arrest and summons 8-205 Arrest warrants 8-207 Search warrants 8-304Motions 8-506 Time of commencement of trial 8-506A Voluntary dismissal and refiled proceedings 8-802 Return of the probation violator 12/31/13 12/31/13 12/31/13 07/15/13 07/15/13 07/15/13 12/31/13 12/31/13 12/31/13 05/05/13 Criminal Forms 9-113 9-114 9-201 9-202 9-207A 9-212C 9-306 9-312A 9-408A 9-414 9-415 9-415A 9-513 Order on motion to seal court records 12/31/13 Order on motion to unseal court records 12/31/13 Criminal complaint 12/31/13 Criminal complaint (Withdrawn) 12/31/13 Probable cause determination 12/31/13 Bench warrant 05/05/13 Commitment for preliminary hearing (Withdrawn)12/31/13 Cash receipt 12/31/13 Plea and disposition agreement 12/31/13 Order dismissing criminal complaint with prejudice12/31/13 Notice of dismissal non felony case 12/31/13 Notice of dismissal felony case (Withdrawn) 12/31/13 Juror summons, qualification, and questionnaire form 12/31/13 Children’s Court Rules 10-352 Judgments and appeals 12/31/13 Rules of Evidence 11-501 11-502 11-503 11-504 Privileges recognized only as provided 12/31/13 Required reports privileged by statute 12/31/13 Lawyer client privilege 12/31/13 Physician patient and psychotherapist patient privilege12/31/13 11-505 Husband wife privileges 12/31/13 11-506 Communications to clergy 12/31/13 11-507 Political vote 12/31/13 11-508 Trade secrets 12/31/13 11-509 Communications to juvenile probation officers and social services workers 12/31/13 11-510 Identity of informer 12/31/13 11-511 Waiver of privilege by voluntary disclosure 12/31/13 11-512 Privileged matter disclosed under compulsion or without opportunity to claim privilege 12/31/12 11-513 Comment upon or inference from claim of privilege; instruction 12/31/13 11-514 News media confidential source or information privilege 12/31/13 11-1101 Applicability of the rules 05/05/13 Rules of Appellate Procedure 12-201 12-208 12-215 12-601 Appeal as of right; when taken Docketing the appeal Brief of an amicus curiae Appeals from administrative entities and special statutory proceedings 12/31/13 12/31/13 12/31/13 12/31/13 Uniform Jury Instructions for Civil Cases 13-302F Special verdict form; examples 12/31/13 13-1807 Pain and suffering 12/31/13 13-1807A Loss of enjoyment of life 12/31/13 13-1827 Punitive damages; direct and vicarious liability12/31/13 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 21 Rule-Making Activity http://nmsupremecourt.nmcourts.gov. Uniform Jury Instructions for Criminal Cases 14-956 14-956A 14-970 14-970A 14-2241 14-6019 Criminal sexual penetration in the second degree; force or coercion; essential elements 12/31/13 Criminal sexual penetration in the second degree; force or coercion; child 13 to 18; essential elements 12/31/13 Indecent exposure; essential elements 12/31/13 Aggravated indecent exposure; essential elements12/31/13 Tampering with evidence; essential elements 12/31/13 Special verdict; tampering with evidence 12/31/13 05/14/13 05/14/13 05/14/13 12/06/13 05/14/13 12/06/13 05/14/13 05/14/13 Rules of Professional Conduct 16-100Terminology 16-101Competence 16-104Communication 16-106 Confidentiality of information 16-117 Sale of a law practice 16-404 Respect for rights of third persons 16-505 Unauthorized practice of law; multijurisdictional practice of law 12/31/13 12/31/13 12/31/13 12/31/13 12/31/13 12/31/13 12/31/13 Rules Governing Discipline 17-102 17-207 17-208 17-211 Powers and duties Summary suspension Incompetency or incapacity Discipline by consent; stipulated facts Bar Bulletin - March 5, 2014 - Volume 53, No. 10 12/31/13 12/31/13 12/31/13 12/31/13 Rules Governing the Client Protection Fund Commission 17A-005 Composition and offices of the commission 12/31/13 12/31/13 12/31/13 12/31/13 17B-001Jurisdiction 17B-002 Appointment of the Disciplinary Board 17B-003 Disciplinary counsel; duties and powers. 17B-004Investigation 17B-005 Civil injunction proceedings 17B-006 Determination by the Supreme Court 17B-007 Civil contempt proceedings 17B-008Immunities 17B-009 General provisions 01/01/13 08/23/13 08/23/13 08/23/13 08/23/13 08/23/13 08/23/13 08/23/13 08/23/13 08/23/13 Code of Judicial Conduct 21-315 Reporting requirements 04/08/13 Supreme Court General Rules 23-112 Citations for papers and other pleadings 07/01/13 Rules Governing the New Mexico Bar 24-101 24-102 24-106 Board of Bar Commissioners Annual license fee Practice by nonadmitted lawyers To view all pending proposed rule changes (comment period open or closed), visit the New Mexico Supreme Court’s website at http://nmsupremecourt.nmcourts.gov. To view recently approved rule changes, visit the New Mexico Compilation Commission’s website at http://www.nmcompcomm.us. 22 12/31/13 Rules Concerning the Unauthorized Practice of Law Rules Governing Admission to the Bar 15-101 Definition; title 15-104Application 15-105 Application fees 15-105 Application fees 15-202 Place and time of examinations 15-205 Administration and granding 15-301.2 Legal services provider limited law license 15-402Qualifications 17-214Reinstatement 17-301 Applicability of rules; application of Rules of Civil Procedure; service 17-303 Statute of limitations 17-307 Investigation of complaints 17-314 Consideration by the Disciplinary Board 12/31/13 12/31/13 12/31/13 YLD…In Brief The Official Newsletter of the State Bar of New Mexico Young Lawyers Division YLD BOARD Chair, Benjamin I. Sherman Chair-elect, Kenneth H. Stalter Vice Chair, Spencer L. Edelman ABA YLD District 23 Representative, Greg Gambill Immediate Past Chair, Keya Koul Director-At-Large, Position 1, Sean M. FitzPatrick Director-At-Large, Position 2, Tomas J. Garcia Director-At-Large, Position 3, Dayan Mercedes Hochman Director-At-Large, Position 4, Benjamin I. Sherman Director-At-Large, Position 5, Robert Lara Region 1 Director, Kenneth H. Stalter Region 2 Director, Joachim Biagi Marjon Region 3 Director, Tim Scheiderer Region 4 Director, Erinna Marie Atkins Region 5 Director, Spencer L. Edelman UNM Student Liaisons, Daniel C. Apodaca, Mari Luz Martinez YLD SECTION LIAISONS Animal Law, Robert Lara Appellate Practice, Betsy Martinez Bankruptcy Law, Daniel White Children’s Law, Hilari Lipton Criminal Law, Julpa Daves Elder Law, Jeanine Steffy Employment and Labor Law, Samantha Hults Family Law, Christina Looney Health Law, Greg Gambill Immigration Law, Horatio Moreno-Campos Indian Law, Dustin Jansen Natural Resources, Energy and Environmental Law, Kathryn Brack Prosecutors, Martina Kitzmueller Public Law, Tania Shahani Real Property, Trust and Estate, Lesley Nash Solo and Small Firm, Ryan Roehl Taxation, Vince Haslam Trial Practice, Traci Olivares YLD PROGRAM CHAIRS VA Outreach: Greg Gambill, Keya Koul Serving Our Seniors: Dayan Hochman, Tomas Garcia Wills for Heroes: Erin Atkins, Spencer Edelman, Greg Gambill, Joachim Marjon, Ken Stalter Law Day Call-In Program: Spencer Edelman, Ken Stalter Law Day Essay Contest: Robert Lara Homeless Legal Clinics: Donna Lynch Constitution Day: Erin Atkins, Sean FitzPatrick, Robert Lara, Joachim Marjon, Tim Scheiderer, Ken Stalter YLD/UNM SOL Mentorship Program Tomas Garcia, Ben Sherman YLD/UNM SOL Speed Networking Program Robert Lara, Ben Sherman YLD/UNM SOL Mock Interview Program Spencer Edelman, Tomas Garcia Summer Fellowship Program Tomas Garcia, Robert Lara, Ben Sherman YLD In Brief: Keya Koul Judicial Brown Bag Luncheon Program, Spencer Edelman Bylaw Review Committee: Tim Scheiderer, Ken Stalter Interview Project: Greg Gambill, Robert Lara YLD CLE 2014 (Formerly Bridge the Gap) Robert Lara, Ben Sherman YLD CLE 2014 Annual Meeting: Robert Lara, Ben Sherman Next Steps Challenge: Greg Gambill Subgrant Proposal: Sean FitzPatrick, Greg Gambill YLD…In Brief March 2014 Message from the YLD Chair… By Benjamin I. Sherman A s any practicing attorney knows, being a young lawyer is a daunting and oftentimes overwhelming experience. From demanding hours and difficult clients (and bosses) to burnt nerves and butterflies, it is not for the faint of heart. At times, it can be an isolating experience. If you have ever spent a late night inside a lonely office with a half-written brief on the computer screen in front of you and an important deadline looming, you know exactly what I mean. It is times like these when we ask ourselves if we made the right choice, if our family and friends who are at home cooking dinner, spending time with their kids, or just enjoying a night out have figured out something that we somehow missed along the way. Luckily for the young lawyers of New Mexico, you are not alone. In fact, there are more than 1,600 “young” lawyers practicing in this state. And all of you are connected by being members of the State Bar of New Mexico Young Lawyers Division. A “young” lawyer is defined as an attorney under the age of 36 or a lawyer in his or her first five years of practice. If you meet this criteria, congratulations! You are automatically a member of YLD without having to apply, join, or even pay dues. We know … you need to repay those pesky student loans! Perhaps you have already heard of YLD. Maybe you volunteered for a Wills for Heroes event, where you drafted wills and powers of attorney for first responders like police officers and firefighters. Maybe you participated in our popular UNMSOL/YLD Mentorship Program and had the chance to help a law student with his or her career goals. Or maybe you expressed your gratitude for the men and women who have served in the military by volunteering at the monthly VA clinics. Not the volunteering type? Perhaps you attended one of the many YLD social events and enjoyed networking and mingling with other young attorneys. Or perhaps you attended an interesting CLE and learned valuable practice skills. Or maybe, dare I say it, maybe you really don’t care about the YLD and wish you would stop getting so many emails and invites. Whatever your experience with the YLD, one thing is certain: the YLD is here for YOU. As the 2014 YLD chair, my goal is continue the strong tradition of high quality public service and membership projects that have been offered in the past, but with an eye on the future. And on top of that, I want it to be fun! If you have not yet had the chance to participate in a YLD event, I invite you to make 2014 the year you come out and give it a try. I promise you will not be disappointed. Whether you are looking for an opportunity to give back to the community, foster a new relationship, or learn a new skill, the YLD has something for you. If you are not sure what sorts of opportunities are available, you can always look in the Bar Bulletin, peruse your emails, ask a YLD board member, or call the State Bar. Remember, we want you to get involved! Some of the exciting events that are planned for this year are Wills for Heroes, Serving Our Seniors, and the monthly VA clinics. As you can see, opportunities abound for young lawyers wanting to strengthen their ties to the community. If you have ever continued on page 4 1 Meet the Board Ben Sherman Chair Director-At-Large, Position 4 Ken Stalter Chair-elect Region 1 Director Spencer Edelman Vice Chair Region 5 Director Keya Koul Immediate Past Chair Sean M. FitzPatrick Director-At-Large, Position 1 2 Ben Sherman is the founder of Ben Sherman Law LLC, located in downtown Albuquerque. His practice is focused primarily on representing injured workers in workers’ compensation cases and plaintiffs in personal injury cases. Prior to becoming a solo practitioner, he worked for the 2nd Judicial District Attorney’s Office and for the legal department of the City of Albuquerque. He is a graduate of the University of New Mexico School of Law and has been practicing law in New Mexico for the past five years. A fluent Spanish-speaker, he enjoys representing people from all communities and truly appreciates New Mexico’s diversity. In his free time, Sherman enjoys playing recreational soccer, participating in outdoor activities, listening to music, and spending time with his family and friends. Ken Stalter is an assistant district attorney with the 11th Judicial District Attorney’s Office, Div. I, prosecuting a range of felony cases including homicides, sex crimes, and white-collar matters. As a board member of the Young Lawyers Division, he enjoys participating in the division’s programming such as Law Day and Constitution Day. In particular, Stalter enjoys teaching fifth graders about the Constitution and finds their enthusiasm refreshing. In addition to his involvement with the YLD, he recently was appointed to the N.M. Supreme Court Committee on Rules of Criminal Procedure for the District Courts. In his spare time, he enjoys running, reading, and writing. He is a graduate of Cornell University and Harvard Law School. Spencer Edelman is the YLD Region 5 representative and YLD Vice Chair for 2014. A 2009 graduate of the University of Arizona Law School, he currently is serving as the law clerk for U.S. Bankruptcy Judge David Thuma. After his clerkship ends, Edelman will return to his practice focusing on commercial litigation, creditors’ rights, bankruptcy, and real estate at the Modrall Sperling Law Firm. In addition to his legal work, he remains committed to the YLD and YLD probono service projects including Wills for Heroes and the Law Day Call-in Program, and is on the board of directors of Law Access New Mexico. In his spare time Edelman plays tennis regularly, cheers on the University of Arizona basketball team, and attends as many Isotopes baseball games as he can. Keya Koul practices employment and civil rights law at the law firm of Brown and Gurulé. Koul received her B.A. from Smith College, her M.A. from University of California, Los Angeles, and her J.D. from Southwestern Law School. She is the 1st District Bar Commissioner on the Board of Bar Commissioners. Koul currently serves as chair of the State Bar’s Committee on Diversity in the Legal Profession. She received a 2013-2014 American Bar Association Presidential Appointment to the Center for Racial and Ethnic Diversity. Koul also is a 2012-2014 ABA Real Property, Trust, and Estate Section Fellow. Koul was recently selected as a Finalist for the 2013-2014 ABA YLD National Outstanding Young Lawyer of the Year Award. In 2011, she was named the State Bar’s Outstanding Young Lawyer of the Year. Koul loves learning foreign languages and traveling all around the world, especially to India, where her family is from originally. Born in Albuquerque but reared in upstate New York, Sean FitzPatrick returned to New Mexico to complete his undergraduate studies at the University of New Mexico. Fitness and nutrition are a big part of his life so while attending the UNM School of Law, he joined the Student Union Building Board and advocated for better food options and dining areas at the law school. He graduated in 2012 from law school with clinical honors and the Natural Resources Certificate. After graduating, he started work as a prosecutor for the 11th Judicial District Attorney’s Office prosecuting misdemeanor and felony domestic violence cases. Outside of work, he enjoys being at Lake Powell (along the Utah/ Arizona border) with family, exercising, or playing games of strategy and chance. YLD…In Brief Meet the Board Tomas J. Garcia Director-At-Large, Position 2 Dayan Hochman Director-At-Large, Position 3 Tomas J. Garcia serves as YLD Director-at-Large position 2. He is an associate at Modrall Sperling in Albuquerque and practices commercial and natural resources litigation. Garcia previously served as law clerk to Justice Charles W. Daniels of the New Mexico Supreme Court. He has participated in several YLD projects since joining the State Bar in 2011, including serving as an attorney mentor for the YLD/University of New Mexico School of Law Mentorship Program; participating in the Mock Interviews Program for students at the UNM School of Law; and drafting wills for emergency first responders and their families at Wills for Heroes events. An Albuquerque native, Garcia received his law degree from the Georgetown University Law Center, his master’s degree in Public Policy from the John F. Kennedy School of Government at Harvard University, and his bachelor’s degree in Political Science from Yale University. Dayan Hochman graduated from the University of New Mexico School of Law in 2011, where she was the recipient of the Carlos J. Vigil Award for academic excellence and commitment to the provision of legal services to indigent Latinos and other disadvantaged populations throughout the state. After law school, she worked for Judge Sarah Singleton at the 1st Judicial District Court as a law clerk and bailiff. Hochman now is an associate attorney at the Archibeque Law Firm in Albuquerque, and practices primarily in insurance defense. She is licensed to practice in federal District Court for the state and the 10th Circuit Court of Appeals. Hochman is the current president of the Women’s Bar Association of New Mexico and is a member of the State Bar’s Committee on Women and the Legal Profession. She also is actively involved in the N.M. Defense Lawyers Association and the ABA Young Lawyers Division. Robert Lara Director-At-Large, Position 5 Robert Lara works to bring people, projects, and pesos together through the use of the law and politics. He was hired recently as counsel to the Office of Commissioner Karen L. Montoya at the New Mexico Public Regulation Commission. His legal practice focuses on administrative, regulatory, and election law. Lara originally is from El Paso, Texas, and is a 2007 graduate of the University of New Mexico School of Law, where he received the Dean’s Award for Service to the Law School. He has worked on a variety of high-profile political campaigns and currently is General Counsel for the Democratic Party of New Mexico. In addition, Lara is a member of the Board of Directors of the: New Mexico Hispanic Bar Association, Phi Alpha Delta Law Fraternity International, and the State Bar Animal Law Section. He has been on the YLD Board since 2012. Joachim Marjon Region 2 Director Joachim Biagi Marjon grew up in the North Valley of Albuquerque and graduated from the University of New Mexico School of Law in 2009. After being admitted to the State Bar in September 2009, he was fortunate to practice at the Public Defender’s office in Santa Fe, where he worked until he started his private practice in August 2012. Marjon focuses on civil rights, criminal defense, and personal injury cases. His office is at 311 Montezuma Ave. in Santa Fe, just a few doors west of the 1st Judicial District Court House. Marjon aims to build camaraderie among the Bar members in Northern New Mexico while providing volunteer services to our communities. He urges anyone interested in community service projects to contact him at [email protected]. Marjon is an avid runner and is improving his mountain biking and snowboarding skills. Tim Scheiderer Region 3 Director Tim Scheiderer is the newly appointed Region 3 director, covering the 5th and 9th Judicial Districts. For more than a year, he has served as an Assistant District Attorney in Roswell for the 5th Judicial District, primarily prosecuting DWI and domestic violence cases. A native of Northern California, Scheiderer received his undergraduate degree in Political Science from the University of California, Los Angeles, in 2008, and his law degree from Valparaiso University School of Law in 2011. Prior to coming to the 5th Judicial District Attorney’s Office, he served as an analyst for the Voters and Elections Committee and the Labor and Human Resources Committee of the New Mexico House of Representatives, where he received his first introduction to New Mexican cuisine. Food hasn’t been the same since. In January, Scheiderer also began a two-year term on the board of the State Bar’s Prosecutors Section. YLD…In Brief 3 Meet the Board Erinna Marie Atkins Region 4 Director Greg Gambill ABA YLD District 23 Representative Erinna Marie “Erin” Atkins is an attorney in Alamogordo. She practices law with her father and mentor, S. Bert Atkins. She specializes in criminal defense and children’s law. Atkins currently maintains a busy practice serving in private, state, and city-appointed public defender and indigent defense cases while serving as the guardian ad litem for Children, Youth and Families Department cases. For the past three years, Atkins has served as treasurer of the 12th Judicial District Bar Association and recently was elected co-president. She also serves: as vice-chair of the Legal Education Committee for the Legal Studies Programs at NMSU-Alamogordo, on the New Mexico Commission for Community Volunteerism, and on the board of a non-profit organization. On weekends, she volunteers with a girls’ youth organization doing community service. Atkins is a 2009 graduate of the University of New Mexico School of Law. Greg Gambill is an attorney in the Albuquerque office of Montgomery & Andrews, P.A. His practice is focused on healthcare, commercial, and professional liability matters. His healthcare practice is a mixture of transactional, regulatory compliance, and litigation work. Gambill is the district representative for New Mexico and Arizona in the ABA Young Lawyers Division. His community activities include participation in the Leadership New Mexico Connect Class of 20132014, the Albuquerque Community Foundation Future Fund, and the state’s Board of Osteopathic Medical Examiners. Gambill is a native of St. Louis, and he received his law degree with honors from the University of Illinois College of Law in 2008. He received his bachelor’s degree from the University of Washington in Seattle in 2001. Prior to becoming a lawyer, Gambill was a member of the Smokey Bear Hotshot Crew in Ruidoso. Message from the Chair continued from cover volunteered for such an event in the past you know how rewarding it is, and we thank you for your time and commitment. We realize we can’t do it without you! Unfortunately, young lawyers don’t always have the opportunity to see, first-hand, the positive results of their labor. However, volunteering with YLD can change that. The community is always extremely appreciative of the young attorneys who have volunteered their time to draft wills, explain legal rights and benefits, and offer a much-needed helping hand. If you have not yet had the opportunity to volunteer for a public service event put on by YLD, come out and see how rewarding it can be. And you don’t have to feel like you are unprepared because we provide all the tools and training you need. YLD also has enjoyed a historically close relationship with the University of New Mexico School of Law and offers many different programs aimed at helping law students transition from the classroom to the courtroom. This past fall, YLD hosted the first “open house” at the State Bar to help law students get to know the building, network with involved lawyers, and feel comfortable using State Bar resources. We also hosted the popular annual Speed Networking event, which gave law students the opportunity to practice their networking skills with actual attorneys in a relaxed environment. A few weeks ago, many young lawyers participated in the YLD Mock Interview Program, which gave law students the chance to practice their interview skills in front of real attorneys before hitting the job market. The annual UNMSOL/YLD Mentorship Program is going strong this year, with more than 150 mentors and mentees participating. Again, the opportunities are endless. But don’t take our word for it, come out and see for yourself. Hanging out with law students is fun and they really appreciate your advice. 4 The young lawyers of New Mexico also are fortunate to be wellrepresented nationally in the American Bar Association YLD. In February, Board members Keya Koul and Day Hochman, along with young lawyer Mary Modrich-Alvarado, attended the ABA YLD midyear conference in Chicago on behalf of the N.M. YLD. The conference was a huge success and New Mexico was proud to honor and support Keya Koul as she received recognition for being a finalist for the prestigious ABA YLD National Outstanding Young Lawyer Award. We are looking forward to the ABA YLD spring conference in Pittsburgh and will be sending two more delegates. If you are interested in getting involved on a national level, please contact YLD Board members Greg Gambill or Keya Koul and they will happily explain what opportunities await. Of course, none of this would be possible without the tireless effort and support of the entire YLD board. The current board members are Keya Koul, Greg Gambill, Ken Stalter, Spencer Edelman, Sean FitzPatrick, Tomas Garcia, Day Hochman, Robert Lara, Joachim Marjon, Tim Scheiderer, and Erin Atkins. Each one of them is committed to serving the young lawyers of New Mexico and the amount of time and energy they have spent toward this purpose is amazing. I am honored and humbled to lead this fantastic group of individuals, and I am positive that 2014 will be a great year. Please ask questions! For more information about YLD and how to get involved, please visit the YLD website at http://www.nmbar. org/AboutSBNM/YLD/YLD.html or contact Ben Sherman at [email protected]. YLD…In Brief Advance Opinions http://www.nmcompcomm.us/ From the New Mexico Supreme Court and Court of Appeals From the New Mexico Supreme Court Opinion Number: 2014-NMSC-003 Topic Index: Civil Procedure: Real Party in Interest Civil Rights: Discrimination; Human Rights Act; and Sexual Orientation Discrimination Constitutional Law: Civil Rights; Equal Protection; and New Mexico Constitution, General Domestic Relations: Domestic Relations, General Government: Counties Judgment: Declaratory Judgment Remedies: Writ of Superintending Control Statutes: Constitutionality; Interpretation; and Legislative Intent ROSE GRIEGO and KIMBERLY KIEL, MIRIAM RAND and ONA LARA PORTER, A.D. JOPLIN and GREG GOMEZ, THERESE COUNCILOR and TANYA STRUBLE, MONICA LEAMING and CECELIA TAULBEE, and JEN ROPER and ANGELIQUE NEUMAN, Plaintiffs-Real Parties in Interest, v. MAGGIE TOULOUSE OLIVER, in her official capacity as Clerk of Bernalillo County, and GERALDINE SALAZAR, in her official capacity as Clerk of Santa Fe County, Defendants-Real Parties in Interest, and STATE OF NEW MEXICO, ex rel., NEW MEXICO ASSOCIATION OF COUNTIES, as the collective and organizational representative of New Mexico’s thirty-three (33) Counties, and M. KEITH RIDDLE, in his official capacity as Clerk of Catron County, DAVE KUNKO, in his official capacity as Clerk of Chaves County, ELISA BRO, in her official capacity as Clerk of Cibola County, FREDA L. BACA, in her official capacity as Clerk of Colfax County, ROSALIE L. RILEY, in her official capacity as Clerk of Curry County, ROSALIE A. GONZALES-JOINER, in her official capacity as Clerk of De Baca County, DARLENE ROSPRIM, in her official capacity as Clerk of Eddy County, ROBERT ZAMARRIPA, in his official capacity as Clerk of Grant County, PATRICK Z. MARTINEZ, in his official capacity as Clerk of Guadalupe County, BARBARA L. SHAW, in her official capacity as Clerk of Harding County, MELISSA K. DE LA GARZA, in her official capacity as Clerk of Hidalgo County, PAT SNIPES CHAPPELLE, in her official capacity as Clerk of Lea County, RHONDA B. BURROWS, in her official capacity as Clerk of Lincoln County, SHARON STOVER, in her official capacity as Clerk of Los Alamos County, ANDREA RODRIGUEZ, in her official capacity as Clerk of Luna County, HARRIETT K. BECENTI, in her official capacity as Clerk of McKinley County, JOANNE PADILLA, in her official capacity as Clerk of Mora County, DENISE Y. GUERRA, in her official capacity as Clerk of Otero County, VERONICA OLGUIN MAREZ, in her official capacity as Clerk of Quay County, MOISES A. MORALES, JR., in his official capacity as Clerk of Rio Arriba County, DONNA J. CARPENTER, in her official capacity as Clerk of Roosevelt County, DEBBIE A. HOLMES, in her official capacity as Clerk of San Juan County, MELANIE Y. RIVERA, in her official capacity as Clerk of San Miguel County, EILEEN MORENO GARBAGNI, in her official capacity as Clerk of Sandoval County, CONNIE GREER, in her official capacity as Clerk of Sierra County, REBECCA VEGA, in her official capacity as Clerk of Socorro County, ANNA MARTINEZ, in her official capacity as Clerk of Taos County, LINDA JARAMILLO, in her official capacity as Clerk of Torrance County, MARY LOU HARKINS, in her official capacity as Clerk of Union County, and PEGGY CARABAJAL, in her official capacity as Clerk of Valencia County, Intervenors-Petitioners, and LYNN J. ELLINS, in his official capacity as Clerk of Doña Ana County, Real Party in Interest, and HON. ALAN M. MALOTT, Respondent No. 34,306 (filed December 19, 2013) ORIGINAL PROCEEDING continued on next page Bar Bulletin - March 5, 2014 - Volume 53, No. 10 23 Advance Opinions PETER S. KIERST LYNN E. MOSTOLLER SUTIN, THAYER & BROWNE, P.C. Albuquerque, New Mexico LAURA LOUISE SCHAUER IVES ALEXANDRA FREEDMAN SMITH ACLU of New Mexico Albuquerque, New Mexico http://www.nmcompcomm.us/ STEVEN KOPELMAN GRACE PHILIPS New Mexico Association of Counties and the Intervening County Clerks Santa Fe, New Mexico DANIEL A. IVEY-SOTO Albuquerque, New Mexico for Intervenors ELIZABETH O. GILL JAMES D. ESSEKS American Civil Liberties Union Foundation San Francisco, California GARY K. KING Attorney General SCOTT FUQUA Assistant Attorney General SEAN M. CUNNIFF Assistant Attorney General Santa Fe, New Mexico for Respondent N. LYNN PERLS LAW OFFICE OF LYNN PERLS Albuquerque, New Mexico RAUL A. CARRILLO, JR. KAREN ELAINE WOOTTON THE CARRILLO LAW FIRM, P.C. Las Cruces, New Mexico for Amicus Curiae Doña Ana County Clerk JANE KATHERINE GIRARD WRAY & GIRARD, P.C. Albuquerque, New Mexico SHANNON P. MINTER CHRISTOPHER F. STOLL National Center for Lesbian Rights San Francisco, California JAMES A. CAMPBELL JOSEPH E. LA RUE Alliance Defending Freedom Scottsdale, Arizona MAUREEN A. SANDERS SANDERS & WESTBROOK, P.C. Albuquerque, New Mexico for Plaintiffs RANDY M. AUTIO County Attorney PETER S. AUH Deputy County Attorney Office of the Bernalillo County Attorney Albuquerque, New Mexico STEPHEN C. ROSS County Attorney WILLIE R. BROWN Assistant County Attorney Office of the Santa Fe County Attorney Santa Fe, New Mexico for Defendants 24 EVIE M. JILEK Albuquerque, New Mexico for Amicus Curiae New Mexico Legislators PAUL M. SMITH JENNER & BLOCK LLP Washington, DC SARAH EILEEN BENNETT ROTHSTEIN, DONATELLI, HUGHES, DAHLSTROM, SCHOENBURG & BEINVENU, LLP Santa Fe, New Mexico CAREN ILENE FRIEDMAN Santa Fe, New Mexico for Amici Curiae American Psychological Association, New Mexico Psychological Association, National Association of Social Workers, National Association of Social Workers New Mexico, and New Mexico Pediatric Society Bar Bulletin - March 5, 2014 - Volume 53, No. 10 EUGENE I. ZAMORA City Attorney ZACHARY A. SHANDLER Assistant City Attorney Office of the Santa Fe City Attorney Santa Fe, New Mexico for Amicus Curiae City of Santa Fe MAX JUSTIN MINZNER GEORGE L. BACH, JR. University of New Mexico School of Law Albuquerque, New Mexico for Amicus Curiae Professors at University of New Mexico School of Law MARY BONAUTO Gay & Lesbian Advocates & Defenders Boston, Massachusetts DANIEL YOHALEM Santa Fe, New Mexico for Amici Curiae Equality New Mexico, National Organization for Women Foundation, New Mexico National Organization for Women, PFLAG New Mexico, Southwest Women’s Law Center, Freedom to Marry, Prosperity Works, American Veterans for Equal Rights-Bataan Chapter, Transgender Resource Center of New Mexico, Human Rights Alliance, Organizers in the Land of Enchantment, Media Literacy Project, New Mexico Lesbian and Gay Lawyers Association, Anti-Defamation League, Pacific Association of Reform Rabbis, Temple Beth Shalom of Santa Fe, The Unitarian Universalist Congregation of Santa Fe, Rev. Talitha Arnold, Rev. Kathryn A. Schlechter, Rising Sun Ministries, Metropolitan Community Church of Albuquerque Advance Opinions Opinion Edward L. Chávez, Justice {1} “All persons are born equally free, and have certain natural, inherent and inalienable rights, among which are the rights of enjoying and defending life and liberty, of acquiring, possessing and protecting property, and of seeking and obtaining safety and happiness.” N.M. Const. art. II, § 4. These inherent rights, enjoyed by all New Mexicans, appear along with twentythree other provisions known as the New Mexico Bill of Rights, which include the right to bear arms, freedom of speech, freedom of the press, freedom from unreasonable government searches and seizures, due process, and the equal protection of the laws. See N.M. Const. art. II, §§ 6, 10, 17, 18. When government is alleged to have threatened any of these rights, it is the responsibility of the courts to interpret and apply the protections of the Constitution. The United States Supreme Court explained the courts’ responsibility as follows: The very purpose of a Bill of Rights was to withdraw certain subjects from the vicissitudes of political controversy, to place them beyond the reach of majorities and officials and to establish them as legal principles to be applied by the courts. One’s right to life, liberty, and property, to free speech, a free press, freedom of worship and assembly, and other fundamental rights may not be submitted to vote; they depend on the outcome of no elections. W. Virginia State Bd. of Educ. v. Barnette, 319 U.S. 624, 638 (1943). Thus, when litigants allege that the government has unconstitutionally interfered with a right protected by the Bill of Rights, or has unconstitutionally discriminated against them, courts must decide the merits of the allegation. If proven, courts must safeguard constitutional rights and order an end to the discriminatory treatment. {2}Interracial marriages were once prohibited by laws in many states until the United States Supreme Court declared such laws unconstitutional and ordered an end to the discriminatory treatment. http://www.nmcompcomm.us/ Loving v. Virginia, 388 U.S. 1, 12 (1967) (“[R]estricting the freedom to marry solely because of racial classifications violates the central meaning of the Equal Protection Clause.”). The same-gender couples in this case, all of whom are in long-term, committed relationships, some of whom have raised foster and adoptive children together, allege that they have a constitutional right under the Due Process and Equal Protection provisions of New Mexico’s Bill of Rights to enter into civil marriages and to enjoy the concomitant legal rights, protections, and responsibilities of marriage. Consistent with our constitutional responsibility to determine whether legislation offends the New Mexico Constitution, the question we must answer is whether the State of New Mexico may decline to recognize civil marriages between same-gender couples and therefore deprive them of the rights, protections, and responsibilities available to opposite-gender married couples without violating the New Mexico Constitution. {3} Although this question arouses sincerely-felt religious beliefs both in favor of and against same-gender marriages, our analysis does not and cannot depend on religious doctrine without violating the Constitution.1 See N.M. Const. art. II, § 11; Larson v. Valente, 456 U.S. 228, 244 (1982) (“[O]ne religious denomination cannot be officially preferred over another.”). Instead we must depend upon legal principles to analyze the statutory and constitutional bases for depriving same-gender couples from entering into a purely secular civil marriage and securing the accompanying rights, protections, and responsibilities of New Mexico laws. Our holding will not interfere with the religious freedom of religious organizations or clergy because (1) no religious organization will have to change its policies to accommodate same-gender couples, and (2) no religious clergy will be required to solemnize a marriage in contravention of his or her religious beliefs. See NMSA 1978, § 28-1-9(B) & (C) (1969, as amended through 2004) (describing exemption of religious organizations from the New Mexico Human Rights Act). Summary {4}We conclude that although none of New Mexico’s marriage statutes specifically prohibit same-gender marriages, when read as a whole, the statutes have the effect of precluding same-gender couples from marrying and benefitting from the rights, protections, and responsibilities that flow from a civil marriage. Same-gender couples who wish to enter into a civil marriage with another person of their choice and to the exclusion of all others are similarly situated to opposite-gender couples who want to do the same, yet they are treated differently. Because same-gender couples (whether lesbian, gay, bisexual, or transgender, hereinafter “LGBT”) are a discrete group which has been subjected to a history of discrimination and violence, and which has inadequate political power to protect itself from such treatment, the classification at issue must withstand intermediate scrutiny to be constitutional. Accordingly, New Mexico may neither constitutionally deny same-gender couples the right to marry nor deprive them of the rights, protections, and responsibilities of marriage laws, unless the proponents of the legislation—the opponents of same-gender marriage—prove that the discrimination caused by the legislation is “substantially related to an important government interest.” Breen v. Carlsbad Mun. Sch., 2005-NMSC-028, ¶ 13, 138 N.M. 331, 120 P.3d 413 (internal quotation marks and citation omitted). {5}The opponents of same-gender marriage assert that defining marriage to prohibit same-gender marriages is related to the important, overriding governmental interests of “responsible procreation and childrearing” and preventing the deinstitutionalization of marriage. However, the purported governmental interest of “responsible procreation and childrearing” is not reflected in the history of the development of New Mexico’s marriage laws. Procreation has never been a condition of marriage under New Mexico law, as evidenced by the fact that the aged, the infertile, and those who choose not to have children are not precluded from marrying. In addition, New Mexico law recognizes the right of same-gender couples to raise children. NMSA 1978, § 32A-5-11 (1993) 1 Every man [or woman] shall be free to worship God according to the dictates of his [or her] own conscience, and no person shall ever be molested or denied any civil or political right or privilege on account of his [or her] religious opinion or mode of religious worship. No person shall be required to attend any place of worship or support any religious sect or denomination; nor shall any preference be given by law to any religious denomination or mode of worship. N.M. Const. art. II, § 11. Bar Bulletin - March 5, 2014 - Volume 53, No. 10 25 Advance Opinions (recognizing parties who are eligible to adopt children); see also Chatterjee v. King, 2012-NMSC-019, ¶ 84, 280 P.3d 283 (Bosson, J., specially concurring) (recognizing the right of a former same-gender partner who supported both the child and her former partner to have standing to seek custody of the child). Finally, legislation must advance a state interest that is separate and apart from the classification itself. It is inappropriate to define the governmental interest as maintaining only opposite-gender marriages, just as it was inappropriate to define the governmental interest as maintaining same-race marriages in Loving. Therefore, the purported governmental interest of preventing the deinstitutionalization of marriage, which is nothing more than an argument to maintain only opposite-gender marriages, cannot be an important governmental interest under the Constitution. {6} We conclude that the purpose of New Mexico marriage laws is to bring stability and order to the legal relationship of committed couples by defining their rights and responsibilities as to one another, their children if they choose to raise children together, and their property. Prohibiting same-gender marriages is not substantially related to the governmental interests advanced by the parties opposing same-gender marriage or to the purposes we have identified. Therefore, barring individuals from marrying and depriving them of the rights, protections, and responsibilities of civil marriage solely because of their sexual orientation violates the Equal Protection Clause under Article II, Section 18 of the New Mexico Constitution. We hold that the State of New Mexico is constitutionally required to allow same-gender couples to marry and must extend to them the rights, protections, and responsibilities that derive from civil marriage under New Mexico law. Procedural history {7} A marriage license is “required under New Mexico law as evidence that a marriage fully complies with all requirements of the law.” Rivera v. Rivera, 2010-NMCA106, ¶ 19, 149 N.M. 66, 243 P.3d 1148. Therefore, denying marriage licenses to same-gender couples would be tantamount to denying them the right to enter http://www.nmcompcomm.us/ into a civil marriage with all of its attendant legal rights, protections, and responsibilities. New Mexico County Clerks (Clerks) are delegated the responsibilities of issuing marriage licenses to couples who are qualified to enter into civil marriages and filing the licenses once the couples are married. NMSA 1978, § 40-1-10(A) (1905, as amended through 2013). The Doña Ana County Clerk voluntarily began issuing marriage licenses to same-gender couples on August 21, 2013. Several other Clerks did the same, while others did not do so until ordered by a court; yet others continued to decline to issue marriage licenses to same-gender couples. A number of lawsuits were initiated as a result of the Clerks’ actions. {8}Plaintiffs filed their complaint in Griego, seeking a declaration “that it is unlawful to deny same-sex couples the freedom to marry on the basis of sex or sexual orientation because such denial deprives them of fundamental rights and liberties.” They also sought a permanent injunction requiring, in part, that “Defendants implement and enforce all aspects of the state’s marriage law . . . without discriminating on the basis of sex or sexual orientation” and that Defendants treat Plaintiffs “once married . . . [,] equally with all other married couples under the Constitution and laws of New Mexico.” {9}On August 29, 2013, following an initial declaratory judgment in Griego, the New Mexico Association of Counties, as the organizational representative for the State’s thirty-three Clerks, filed an unopposed motion to intervene based on a common question of law under Rule 1-024(B)(2) NMRA, stating their future intentions to “seek immediate review from the state Supreme Court.” The Clerks asserted that they have a “need for an immediate ruling that is applicable statewide and that resolves the constitutional questions at the highest level of appellate review.” {10} On September 3, 2013, the district court issued its final declaratory judgment stating that the refusal to issue marriage licenses to otherwise qualified samegender couples violated Article II, Section 18 of the New Mexico Constitution. On September 5, 2013, the Clerks filed, and we accepted, a verified petition for writ of superintending control. Prior to accepting the writ in this case, this Court had denied two separate verified petitions for writs of mandamus “without prejudice to the parties to pursue litigation of issues in the lower court with a right to request expedited review.” See Hanna v. Salazar, No. 34,216 (non-precedential order, N.M. Sup. Ct. Aug 15, 2013); Griego v. Oliver, No. 34,227 (non-precedential order, N.M. Sup. Ct. Aug. 15, 2013). Both cases were subsequently decided in the district courts. See State ex rel. Hanna v. Salazar, No. D-0101-CV-2013-02182, Aug. 22, 2013; Griego v. Oliver, D-202-CV-2013-02757, Sept. 3, 2013. In addition, a number of other district courts have issued writs or orders requiring Clerks to issue marriage licenses to same-gender couples in New Mexico. See State ex rel. Stark v. Martinez, No. D-820-CV-2013-295, alternative writ of mandamus issued in the Eighth Judicial District Court on August 27, 2013 affecting Taos County; State ex rel. Newton v. Stover, No. D-132-CV-2013-00094, alternative writ of mandamus issued in the First Judicial District Court on August 29, 2013 affecting Los Alamos County; Katz v. Zamarripa, No. D-608-CV-2013-00235, final order and permanent injunction issued in the Sixth Judicial District Court on September 5, 2013 affecting Grant County. Other cases are awaiting the outcome of the petition for writ of superintending control that is presently before this Court.2 Our exercise of superintending control is appropriate in this case {11} Article VI, Section 3 of the New Mexico Constitution provides that “[t]he supreme court shall have . . . superintending control over all inferior courts; it shall also have power to issue . . . writs necessary or proper for the complete exercise of its jurisdiction and to hear and determine the same.” When we deem it appropriate, we exercise our power of superintending control “to control the course of ordinary litigation in inferior courts . . . even when there is a remedy by appeal, where it is deemed to be in the public interest to settle the question involved at the earliest moment.” State ex rel. Schwartz v. Kennedy, 1995-NMSC-069, ¶¶ 7-8, 120 N.M. 619, 904 P.2d 1044 (internal quotation marks and citations omitted). 2 These cases include Gering v. Garbagni, No. D-1329-CV-2013-01715 (Sandoval County) and three cases brought by state legislators to challenge the validity of licenses already issued, in some cases where individual Clerks have issued marriage licenses to same-gender couples, even without a court order directing them to do so. Sharer v. Ellins, No. CV-2013-2061 (Doña Ana County); Sharer v. Rivera, No. D-412-CV-2013-00367 (San Miguel County); Sharer v Carabajal, No. D-1314-CV-2013-01058 (Valencia County). 26 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 Advance Opinions {12}In Schwartz, we exercised our discretion to decide a double jeopardy question that had created uncertainty in the courts “[i]n order to provide a prompt and final resolution to this troubling question.” Id. ¶ 9. The Clerks urge us to exercise our power of superintending control as we did in Schwartz because they are also in a position of uncertainty regarding their responsibilities to issue same-gender marriage licenses. {13} The record before us reflects the uncertainty described by the Clerks. At the time this petition was filed, eight New Mexico counties were issuing marriage licenses to same-gender couples, while twenty-four were not. By October 23, 2013, the date of oral argument before this Court, over 1,466 marriage licenses had been issued. {14} We requested briefing to consider the merits of this case because (1) the parties complied with this Court’s order to pursue litigation in the lower courts and thereafter requested expedited review; (2) the varying positions of the courts and the Clerks regarding the issuance of licenses to same-gender couples created chaos statewide; (3) the Clerks are performing a duty under state law and they express uncertainty and disagreement about how to proceed; (4) there are currently more than 1,400 same-gender couples whose New Mexico marriages may not be recognized for the purpose of receiving federal benefits due to the lingering uncertainty about the law in New Mexico; and (5) there is a high volume of cases ruled upon by district courts and pending throughout New Mexico regarding the common question of law regarding whether same-gender marriage is lawful in New Mexico. Once we agreed to hear this case we invited and accepted amicus curiae briefs to ensure that the important issues before us were adequately briefed and argued to this Court. We affirm the district courts and grant the writ of superintending control. The real parties in interest who seek to marry {15} The real parties in interest in this case (Plaintiffs) are six same-gender couples from four New Mexico counties who wish to marry and who were the plaintiffs in the Second Judicial District Court case of Griego v. Oliver, No. D202-CV-2013-02757. Plaintiffs include accountants, interior designers, real estate brokers, teachers, small business owners, and engineers at our national laboratories. Many are active in commu- http://www.nmcompcomm.us/ nity service; they volunteer and work for non-profit organizations, and serve on municipal boards and city councils. They have formed stable family units involving mutual protection and support, and together they have raised children, cared for aging parents, and tried to have those family units formally recognized through both legal and ceremonial means. {16} As of August 16, 2013, the date they filed their second amended complaint, Plaintiffs Rose Griego (Rose) and Kimberly Kiel (Kim) had been in a committed relationship for eight years; Plaintiffs Miriam Rand (Miriam) and Ona Lara Porter (Ona) had been in a committed relationship for twenty-five years; Plaintiffs Aaron Joplin (A.D.) and Greg Gomez (Greg) had been in a committed relationship for seven years; Plaintiffs Therese Councilor (Therese) and Tanya Struble (Tanya) had been in a committed relationship for twenty-three years and own a business together; Plaintiffs Monica Leaming (Monica) and Cecilia Taulbee (Cecilia) had been in a committed relationship for fifteen years; and Plaintiffs Jen Roper (Jen) and Angelique Neuman (Angelique) had been in a committed relationship for the past twenty-one years. {17} Several of the Plaintiff couples raise or have raised children and grandchildren together. Miriam and Ona raised three children together during the course of their twenty-five-year relationship. Their youngest daughter, who was only three when Miriam and Ona combined households, legally changed her surname to Porter-Rand to reflect the importance of both of the mothers in her life. Their middle daughter, Cherif, is physically disabled and can no longer care for her fourteenyear-old daughter, who has cerebral palsy. Ona has adopted Cherif ’s daughter and Miriam plans to initiate a second-parent adoption. Until the adoption is finalized, Miriam does not have automatic legal authority to make important decisions for her granddaughter, whom she is helping to raise. Monica and Cecilia raised Cecilia’s three children to adulthood during their fifteen-year relationship; all three children consider Monica as another parent, and she considers them to be her children. Similarly, Kim’s college-aged children refer to Rose as their step-mother. A.D. and Greg have no biological children, but they maintain a relationship with their former long-term foster child they raised who is now an adult, who calls them both Dad. Jen and Angelique adopted three preschool-age brothers from the custody of the Children, Youth & Families Department and have raised them together. The two youngest boys live with their mothers, while the eldest left home after enlisting in the United States Army following his graduation from high school. All three brothers support their mothers’ efforts to legally marry. {18} The inability to legally marry has adversely impacted several of the Plaintiff couples who have endured significant familial and medical hardships together. On one occasion, when Rose was hospitalized, the hospital refused to provide Kim with any information about Rose’s condition or treatment until Rose’s other family members arrived, despite the fact that it was Kim who took Rose to the hospital. Miriam and Ona cared for each other’s aging parents, and both women’s mothers passed away within one year of each other. However, Miriam was not eligible for bereavement leave when Ona’s mother died, and Ona was not eligible for bereavement leave when Miriam’s mother died. Also, due to restrictive next-of-kin and family-only limitations on visitation and medical decision-making, Miriam and Ona were forced to pretend to be sisters. Jen was diagnosed with an aggressive form of brain cancer in late 2012, and doctors told her she had eighteen months to live. After surgery to partially remove the tumor, Jen suffered a stroke, which impaired some of her physical and cognitive functions. At the time Plaintiffs filed their complaint, Jen had been placed in an assisted living facility, and Angelique was spending several hours each day with her. Because Jen and Angelique could not legally marry, Angelique could not collect spousal benefits as a result of Jen’s disability, despite their twenty-one-year relationship. When read as a whole, New Mexico marriage statutes prohibit samegender marriages {19} We begin our legal discussion with an analysis of New Mexico marriage statutes to determine whether the statutes authorize or prohibit same-gender marriages. If the statutes can be interpreted to authorize same-gender marriages, including all of the rights, protections, and responsibilities that come with being married, the constitutional questions raised by Plaintiffs are irrelevant. See Chatterjee, 2012-NMSC-019, ¶ 18 (“[W]e seek to avoid an interpretation of a statute that would raise constitutional concerns.”). {20} Our principal goal in interpreting statutes is to give effect to the Legislature’s Bar Bulletin - March 5, 2014 - Volume 53, No. 10 27 Advance Opinions intent. Baker v. Hedstrom, 2013-NMSC-043, ¶ 11, 309 P.3d 1047. The Legislature first enacted our State’s basic marriage statutes in 1862. Our analysis begins with NMSA 1978, Section 40-1-1 (1862-63), which provides that “[m]arriage is contemplated by the law as a civil contract, for which the consent of the contracting parties, capable in law of contracting, is essential.” “Each couple desiring to marry pursuant to the laws of New Mexico shall first obtain a license from a county clerk of this state and following a ceremony conducted in this state file the license for recording in the county issuing the license.” Section 40-1-10(A). Although the references to the phrase “contracting parties” in Section 40-1-1 and the term “couple” in Section 40-1-10(A) are genderneutral and suggest that same-gender marriages may not be prohibited, we must read these phrases in context with other statutes relating to marriage. See State v. Rivera, 2004-NMSC-001, ¶ 13, 134 N.M. 768, 82 P.3d 939 (“[A] statutory subsection may not be considered in a vacuum, but must be considered in reference to the statute as a whole and in reference to statutes dealing with the same general subject matter.” (internal quotation marks and citation omitted)). {21} As early as 1905, the Legislature also developed forms “[t]o insure a uniform system of records of all marriages hereafter contracted, and the better preservation of said record for future reference. . . .” 1905 N.M. Laws, ch. 65, § 7. The forms included an application for marriage license, a marriage license, and a marriage certificate. Id. § 8. The application and marriage license did not contain any gender-specific designations. However, the marriage certificate required signatures from both the “groom” and the “bride.” Id. “Under the rules of statutory construction, we first turn to the plain meaning of the words at issue, often using the dictionary for guidance.” New Mexico Attorney Gen. v. New Mexico Pub. Regulation Comm’n, 2013-NMSC-042, ¶ 26, 309 P.3d 89. In the context of marriage, “groom” and http://www.nmcompcomm.us/ “bride” are gender-specific terms. See The American Heritage Dictionary 230 (5th ed. 2011) (defining “bridegroom” as “[a] man who is about to be married or has recently been married” and “bride” as “[a] woman who is about to be married or has recently been married”). {22} In 1961, the Legislature amended the application form for a marriage license to specifically call for a “Male Applicant” and a “Female Applicant.” NMSA 1978, § 40-1-18 (1953, amended 1961). The marriage certificate also required the signatures of a groom and a bride. The amendment of the application form and the fact that the marriage forms have remained the same since 1961 suggest that the Legislature intended a civil marriage to be between a man and a woman. The consanguinity provisions contained in NMSA 1978, Section 40-1-7 (1876, as amended through 2013) that void marriages between a male and certain female relatives and between a female and certain male relatives also suggest that the Legislature did not intend to permit same-gender couples to marry. Finally, the provisions in NMSA 1978, Chapter 40, Article 2 (1901, as amended through 1973) that define the rights of married persons generally refer to “husband and wife”3; the provisions in NMSA 1978, Chapter 40, Article 3 (1907, as amended through 1997) address the property rights of “husband and wife”4; and the provisions in NMSA 1978, Chapter 40, Article 4 (1901, as amended through 2011) address the dissolution of marriage between “husband and wife.”5 See Garcia v. Jeantette, 2004-NMCA-004, ¶ 18, 134 N.M. 776, 82 P.3d 947 (“ ‘Either party,’ as that term is used in Section 404-7(A), can logically only refer to the parties to the underlying domestic relations proceeding, that is, husband and wife.”). “Husband” and “wife” are gender-specific terms. See Black’s Law Dictionary 810, 1735 (9th ed. 2009) (defining “husband” as “[a] married man” and “wife” as “[a] married woman”). {23} Thus, we conclude that a mix of gender-neutral and gender-specific terminology in the domestic relations statutes does not mean that the Legislature intended to authorize marriage between same-gender couples. On the contrary, we conclude that the statutory scheme reflects a legislative intent to prohibit same-gender marriages. See Goodridge v. Dep’t of Pub. Health, 798 N.E.2d 941, 953 (Mass. 2003) (Because state law is “silent as to the consanguinity of male-male or female-female marriage applicants . . . the Legislature did not intend that same-sex couples be licensed to marry.”); Li v. State, 110 P.3d 91, 96 (Or. 2005) (en banc) (state law specifies that marriage is a civil contract entered into by a male and a female); Baker v. State, 744 A.2d 864, 869 (Vt. 1999) (state law specifies that marriage licenses specify “bride,” which is defined as a woman, and “groom,” which is defined as a man). {24} Even if we were to conclude that the gender-neutral language in Sections 40-1-1 and 40-1-10 authorizes same-gender marriages, we could not avoid the constitutional challenge raised by Plaintiffs. Plaintiffs “seek vindication not only of their constitutional right to marry, but their entitlement to all the essential protections and responsibilities attendant on marriage.” Interpreting our statutes to authorize committed same-gender couples to enter into civil marriage will grant them the rights and privileges available to opposite-gender married couples in approximately one thousand statutes and federal regulations that refer to a person’s marital status, thereby avoiding a constitutional challenge on that basis. See United States v. Windsor, ___ U.S. ___, ___, ___, 133 S. Ct. 2675, 2694, 2695-96 (2013) (striking down Section 3 of the federal Defense of Marriage Act (DOMA), Pub. L. No. 104-199, 110 Stat. 2419 (1996) (codified at 1 U.S.C. § 7 (1977); 28 U.S.C. § 1738C (1997)), and holding that the federal government must extend federal marital benefits to same-gender couples lawfully married in states that recognize same-gender civil marriages6). However, the phrasing of many of New Mexico’s statutes 3 See, e.g., §§ 40-2-1, -8. 4 See, e.g., §§ 40-3-1, -12. 5 See, e.g., § 40-4-3. 6 Since the filing of United States v. Windsor, ___ U.S. ___, 133 S. Ct. 2675, federal agencies have engaged in a pattern and practice of limiting the extension of benefits to same-gender couples who have a valid marriage certificate, declining to extend the benefits to same-gender couples in a civil union or domestic partnership. This pattern and practice is what prompted New Jersey to declare its civil union legislation unconstitutional. Garden State Equal. v. Dow, ___ A.3d ___, ___, 2013 WL 6153269, at *1 (N.J. Super. L. 2013); affirmed by Garden State Equal. v. Dow, ___ A.3d ___, ___, 2013 WL 5687193, at *1 (N.J. 2013). Governor Christie withdrew his appeal of the Superior Court decision, thus leaving the court’s decision making same-gender marriage legal in New Jersey the controlling law. See Kate Zernike and Marc Santora, As Gays Wed in New Jersey, ChristieEnds Court Fight, N.Y. Times, Oct. 21, 2013, http://www.nytimes.com/2013/10/22/nyregion/christie- withdraws-appeal-of-same-sex-marriage-ruling-in-new-jersey.html. 28 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 Advance Opinions limits the concomitant state-based rights, protections, and responsibilities of marriage to opposite-gender married couples. See nn.3 & 4, supra. Were we to interpret the marriage statutes as permitting same-gender marriages, we would still have to decide whether depriving same-gender married couples of concomitant state-based marital rights, protections, and responsibilities violates the Equal Protection Clause of Article II, Section 18 of the New Mexico Constitution. Therefore, despite the lack of an express legislative prohibition against same-gender marriage, we will analyze the constitutionality of denying same-gender couples the right to marry and depriving them of “the essential protections and responsibilities attendant on marriage.” Plaintiffs’ constitutional challenge is based on equal protection and a claim that the right to marry is a fundamental right {25} Plaintiffs contend that New Mexico’s laws denying same-gender couples the same right to a civil marriage as that enjoyed by opposite-gender couples violates the Equal Protection Clause of Article II, Section 18 of the New Mexico Constitution because it discriminates against them on the basis of either their sex or their sexual orientation. See id. (“No person shall be . . . denied equal protection of the laws.”). Plaintiffs also contend that the right to marry is a fundamental right and the State’s interference with the exercise of this right also violates the New Mexico Constitution. Plaintiffs do not claim that New Mexico’s marriage laws violate the United States Constitution. {26} We will address the equal protection challenge before discussing the fundamental rights issue. We interpret the equal protection challenge to raise two questions: (1) do committed same-gender couples have a constitutional right to be married, and (2) do they have a constitutional right to the rights, protections, and responsibilities afforded to married opposite-gender couples? {27} We apply the equal protection approach announced in Breen to answer these two constitutional questions. This approach generally requires us to first determine whether the legislation creates a class of similarly situated individuals and treats them differently. 2005-NMSC-028, ¶ 10. If it does, we then determine the level of scrutiny that applies to the challenged legislation and conclude the analysis by applying the appropriate level of scrutiny to determine whether the legislative classification is constitutional. http://www.nmcompcomm.us/ Same-gender couples who seek to marry are situated similarly to opposite-gender couples who seek to marry {28} Plaintiffs contend that they are similarly situated to opposite-gender couples who seek to be married because they also are in committed and loving relationships. Some of these Plaintiffs are raising families, similar to many opposite-gender couples who also seek to be married. They assert that recognition of their status as married couples will provide them with a stable framework within which to care for each other and raise families, similar to opposite-gender couples who want to marry and raise their families. {29} The opponents of same-gender marriage concede that same-gender couples may be similarly situated to oppositegender couples with respect to their love and commitment to one another, but they contend that these similarities are beside the point. The opponents contend that the government’s overriding purpose for recognizing and regulating marriage is “responsible procreation and child-rearing,” which they describe as the ability of a married couple to naturally produce children. In addition, because same-gender couples do not have the natural capacity to create children through their sexual relationships, the opponents contend that same-gender couples cannot be similarly situated to opposite-gender couples. {30} To determine whether same-gender and opposite-gender couples who seek to marry are similarly situated with respect to NMSA 1978, Chapter 40, “we must look beyond the classification to the purpose of the law.” New Mexico Right to Choose/ NARAL v. Johnson (NARAL), 1999NMSC-005, ¶ 40, 126 N.M. 788, 975 P.2d 841(internal quotation marks and citation omitted). None of the parties dispute the fact that children benefit from stable family relationships. However, the history of New Mexico’s marriage statutes does not support the contention that the overriding purpose of Chapter 40 is “responsible procreation and childrearing.” Our review of the marriage statutes dating back to 1862 has not revealed any language, either implicit or explicit, that requires applicants for a marriage license to attest to their ability or intention to conceive children through sexual relationships. Counsel for the opponents of same-gender marriage also cannot cite to any such language. {31} Fertility has never been a condition of marriage, nor has infertility ever been a specific ground for divorce. Beginning in 1884, a divorce could only be granted on specific grounds, which at the time only included “adultery, cruel or inhuman treatment and abandonment.” 1884 Compiled Laws of New Mexico, Title X, ch. II, § 998. In 1915, “impotency” was added as another specified ground for divorce, 1915 Compiled Laws of New Mexico, ch. LV, § 2773, but neither infertility nor unwillingness to have children has ever been specific grounds for divorce. {32} Even assuming arguendo that procreation is the overriding purpose of the New Mexico marriage laws, samegender and opposite-gender couples are still similarly situated, yet they are treated differently. Opposite-gender couples who are incapable of naturally producing children, or who simply do not intend to have children, are not prohibited from marrying, and they still benefit from concomitant marital rights, protections, and responsibilities. In addition, just as opposite-gender couples may adopt or have children utilizing assisted reproduction, so too may same-gender couples. However, opposite-gender couples who adopt or have children utilizing assisted reproduction are not prohibited from marrying, and they and their families benefit from state-granted marital rights, protections, and responsibilities. Same-gender couples are prohibited from marrying, and they and their families are deprived of the rights, protections, and responsibilities available under our marriage laws, even if they choose to have a family by adoption or assisted reproduction. {33} Procreation is not the overriding purpose of the New Mexico marriage laws. The purpose of the New Mexico marriage laws is to bring stability and order to the legal relationships of committed couples by defining their rights and responsibilities as to one another, their property, and their children, if they choose to have children. This purpose is self-evident from the structure of our laws. NMSA 1978, Chapter 40, Article 1 (1859, as amended through 2013) generally describes our marriage laws. Civil marriage is purely secular; it is a civil contract. Section 40-11. The civil contract must be solemnized during a ceremony by ordained clergy or certain other designated officials who are not ordained clergy. Section 40-1-2. With respect to children, the general marriage laws provide that “[a] child born to parents who are not married to each other has the same rights pursuant to the law as a child Bar Bulletin - March 5, 2014 - Volume 53, No. 10 29 Advance Opinions born to parents who are married to each other.” Section 40-1-16(A). {34} NMSA 1978, Chapter 40, Article 2 generally describes the rights of married persons. It begins by specifying that the “[h]usband and wife contract toward each other obligations of mutual respect, fidelity and support.” Section 40-2-1. Other provisions in Article 2 describe in general terms marriage settlements or separation contracts, requiring that any such agreements be in writing. Section 40-2-4. {35} NMSA 1978, Chapter 40, Article 3 defines the property rights of a married couple and establishes equality in property ownership by enacting the Community Property Act, NMSA 1978, §§ 40-3-6 to -17 (1973, as amended through 1997). Section 40-3-7. Gender-neutral language is used throughout the Community Property Act. See §§ 40-3-6 to -17. NMSA 1978, Chapter 40, Article 4 provides for the orderly dissolution of a marriage. See §§ 404-1 to -20. Finally, the Family Preservation Act, NMSA 1978, §§ 40-15-1 to -4 (2005), also supports our conclusion that the overriding purpose of our marriage laws is the stability of marriage for the benefit of married couples and their families. “The purpose of the Family Preservation Act is to confirm the state’s policy of support for the family and to emphasize the responsibilities of parents and the state in the healthy development of children and the family as an institution.” Section 40-15-2. These statutes do not indicate a legislative concern with whether a couple procreates. Instead, these statutes, when considered as a whole, evince an overriding concern with protecting the stability of family units, whether they are procreative or not. {36} We conclude that same-gender couples who are in loving and committed relationships and want to be married under the laws of New Mexico are similarly situated to opposite-gender couples who likewise are in loving and committed relationships and want to be married. Other courts that have considered this issue have also found that same-gender and opposite-gender couples who want to marry are similarly situated. In In re Marriage Cases, 183 P.3d 384 (Cal. 2008), the California Supreme Court concluded that the two classes are similarly situated because: Both groups at issue consist of pairs of individuals who wish to enter into a formal, legally binding and officially recognized, long-term family relationship 30 http://www.nmcompcomm.us/ that affords the same rights and privileges and imposes the same obligations and responsibilities. Under these circumstances, there is no question but that these two categories of individuals are sufficiently similar to bring into play equal protection principles that require a court to determine “‘whether distinctions between the two groups justify the unequal treatment.’” Id. at 435 n.54 (quoting People v. Hofsheier, 129 P.3d 29, 37 (Cal. 2006)), superseded by constitutional amendment as stated in Strauss v. Horton, 207 P.3d 48, 115 (Cal. 2009) and Hollingsworth v. Perry, ___ U.S. ___, ___, 133 S. Ct. 2652, 2659 (2013). {37}In Kerrigan v. Commissioner of Public Health, 957 A.2d 407 (Conn. 2008), the opponents of same-gender marriages argued that same-gender couples are not similarly situated to opposite-gender couples because same-gender couples seek to marry someone of the same sex, unlike opposite-gender couples. Id. at 423-24. The Connecticut Supreme Court rejected this argument, noting that other than wanting to marry someone of the same sex, same-gender couples otherwise meet all of the eligibility requirements for marriage, including the public safety requirements of age and consanguinity. Id. at 424. In addition, same-gender couples “share the same interest in a committed and loving relationship as heterosexual persons who wish to marry, and they share the same interest in having a family and raising their children in a loving and supportive environment.” Id. {38} The Iowa Supreme Court advanced a similar rationale in recognizing that same-gender couples are similarly situated to opposite-gender couples. Therefore, with respect to the subject and purposes of Iowa’s marriage laws, we find that the plaintiffs are similarly situated compared to heterosexual persons. Plaintiffs are in committed and loving relationships, many raising families, just like heterosexual couples. Moreover, official recognition of their status provides an institutional basis for defining their fundamental relational rights and responsibilities, just as it does for heterosexual couples. Society benefits, for example, from providing same-sex couples a stable framework with- Bar Bulletin - March 5, 2014 - Volume 53, No. 10 in which to raise their children and the power to make health care and end-of-life decisions for loved ones, just as it does when that framework is provided for opposite-sex couples. Varnum v. Brien, 763 N.W.2d 862, 883 (Iowa 2009). We are persuaded that the same analysis applies to same-gender couples in New Mexico who want to get married. Having concluded that samegender and opposite-gender couples who want to marry are similarly situated, we next consider the level of scrutiny to apply. Intermediate scrutiny applies because the legislation at issue affects a sensitive class {39} Three potential levels of scrutiny are available under an equal protection challenge. First, if the statutes treat a suspect class differently, the least deferential standard of review, strict scrutiny, applies, and the burden is on the party supporting the statutes to prove that the legislation furthers a compelling state interest. Breen, 2005-NMSC-028, ¶ 12. Second, if the statutes treat differently a sensitive class such as persons with a mental disability, an intermediate standard of review applies, which requires the party supporting the statutes to prove that the legislation is substantially related to an important governmental interest. Id. ¶ 28. Third, if the statutes in question are social or economic legislation that do not treat a suspect or sensitive class differently, the most deferential standard of review, rational basis, applies, and the burden is on the party challenging the statutes to prove that the legislation is not rationally related to a legitimate governmental purpose. Id. ¶ 11. {40} Plaintiffs contend that strict scrutiny should be applied to their equal protection challenge because prohibiting their marriages denies same-gender couples rights based on their sex. They cite NARAL, 1999-NMSC-005, ¶ 43, to support their argument that New Mexico legislation which creates gender-based classifications must have a “compelling justification” to satisfy the Equal Rights Amendment to Article II, Section 18 of the New Mexico Constitution. {41} We do not agree that the marriage statutes at issue create a classification based on sex. Plaintiffs have conflated sex and sexual orientation. The distinction between same-gender and opposite-gender couples in the challenged legislation does not result in the unequal treatment of men and women. On the contrary, Advance Opinions persons of either gender are treated equally in that they are each permitted to marry only a person of the opposite gender. The classification at issue is more properly analyzed as differential treatment based upon a person’s sexual orientation. {42} The New Mexico Human Rights Act (NMHRA), NMSA 1978, §§ 28-1-1 to -15 (1953, as amended through 2007), was amended in 2003 to add “sexual orientation” as a class of persons protected from discriminatory treatment. 2003 N.M. Laws, ch. 383, § 2. “Sex” had already been a protected class. 2001 N.M. Laws, ch. 347, § 1. “Sexual orientation” is defined in the NMHRA as “heterosexuality, homosexuality or bisexuality, whether actual or perceived.” Section 28-1-2(P). In this case, we are concerned with those individuals who want to marry someone of the same gender, whether they are homosexual, bisexual, or transgender. Other New Mexico legislation offers protection based on sexual orientation as well as gender. See NMSA 1978, § 29-21-2 (2009) (prohibiting profiling by law enforcement officers on the basis of sexual orientation as well as other characteristics); NMSA 1978, § 31-18B-2(D) (2007) (including sexual orientation as a protected status under the Hate Crimes Act, NMSA 1978, §§ 3118B-1 to -5 (2003, as amended 2007)). The need to add “sexual orientation” to these statutes would have been unnecessary if “sex” as a protected class encompassed an individual’s sexual orientation. See Simonton v. Runyon, 232 F.3d 33, 35 (2d Cir. 2000) (“Congress’s refusal to expand the reach of Title VII is strong evidence of congressional intent in the face of consistent judicial decisions refusing to interpret ‘sex’ to include sexual orientation.”). {43} Many courts that have considered the issue have applied the equal protection analysis in same-gender marriage cases based upon sexual orientation, not gender. See In re Marriage Cases, 183 P.3d at 436-40 (declining to analyze the equal protection challenge on the basis of sex because the distinct class is more properly viewed as being based on sexual orientation); Hernandez v. Robles, 855 N.E.2d 1, 10-11 (N.Y. 2006) (same); see also Lewis v. Harris, 908 A.2d 196, 212-16 (N.J. 2006) (evaluating equal protection challenge in a same-gender marriage case on the basis of sexual orientation). Our analysis of sex discrimination cases has been gender-based, scrutinizing the http://www.nmcompcomm.us/ historical discrimination against women. NARAL, 1999-NMSC-005, ¶¶ 36, 41, 47. For these reasons, we conclude that in a case involving same-gender marriage, the equal protection challenge should not be analyzed as a case involving sex discrimination, but must be analyzed as a case involving discrimination based on a person’s sexual orientation. Classification on the basis of sexual orientation requires intermediate scrutiny {44} Plaintiffs contend that even if the classification at issue is based on an individual’s sexual orientation, such a classification should be treated as a suspect classification requiring strict scrutiny. A suspect class is “a discrete group ‘saddled with such disabilities, or subjected to such a history of purposeful unequal treatment, or relegated to such a position of political powerlessness as to command extraordinary protection from the majoritarian political process.’” Richardson v. Carnegie Library Rest., Inc., 1988-NMSC-084, ¶ 27, 107 N.M. 688, 763 P.2d 1153 (quoting San Antonio Indep. Sch. Dist. v. Rodriguez, 411 U.S. 1, 28 (1973), overruled on other grounds by Trujillo v. City of Albuquerque, 1998NMSC-031, ¶ 36, 125 N.M. 721, 965 P.2d 305). Race, national origin, and alienage are considered suspect classifications. Richardson, 1988-NMSC-084, ¶ 27. In addition, we have treated gender-based statutory classifications as suspect. See NARAL, 1999-NMSC-005, ¶ 27. {45} In NARAL, we acknowledged that federal courts have analyzed gender discrimination cases by applying intermediate scrutiny, but we chose to apply a greater level of scrutiny. Id. ¶ 37. We held that legislation which involved genderbased classifications would be presumed to be unconstitutional, and the government would have the burden of establishing a compelling justification for the legislation. Id. ¶¶ 36, 43. A key rationale for applying strict scrutiny was the 1973 addition of the Equal Rights Amendment to Article II, Section 18 of the New Mexico Constitution, which added the language “[e]quality of rights under law shall not be denied on account of the sex of any person.” See NARAL, 1999-NMSC005, ¶ 29. Before this addition, Article II, Section 18 had only the language “[n]o person shall be deprived of life, liberty or property without due process of law; nor shall any person be denied equal protection of the laws.” N.M. Const. art. II, § 18 (1972). We concluded that to honor the intent of the citizens of New Mexico to expand the guarantees of our Equal Protection Clause, we were obligated to apply a level of scrutiny greater than the one that was being applied by federal courts, particularly because the United States Constitution does not have a counterpart to New Mexico’s Equal Rights Amendment. NARAL, 1999-NMSC-005, ¶¶ 29, 37 (quoting Op. of the Justices to the House of Representatives, 371 N.E.2d 426, 428 (Mass. 1977) (“ ‘To use a standard . . . which requires any less than the strict scrutiny test would negate the purpose of the equal rights amendment and the intention of the people in adopting it.’ ”)). {46} Another key rationale for applying strict scrutiny to gender-based classifications was the history of invidious discrimination against women, including restrictions on their rights to vote, hold public office, NARAL, 1999-NMSC-005, ¶¶ 32-34, and other “early laws [that] continued to reflect the common-law view ‘that women were incapable mentally of exercising judgment and discretion and were classed with children, lunatics, idiots, and aliens insofar as their political rights were concerned.’” Id. ¶ 34 (quoting State v. Chaves de Armijo, 1914-NMSC021, ¶ 27, 18 N.M. 646, 140 P. 1123). We credited the Equal Rights Amendment with causing the amendment and repeal of many of these laws. NARAL, 1999NMSC-005, ¶ 35. Based on this analysis, we concluded that the “Equal Rights Amendment is a specific prohibition that provides a legal remedy for the invidious consequences of . . . gender-based discrimination,” and therefore “requires a searching judicial inquiry concerning state laws that employ gender-based classifications.” Id. ¶ 36. {47} In this case, the issue we must decide is whether a classification based on an individual’s sexual orientation parallels classifications based on gender, race, national origin, and alienage, and whether it should therefore be treated as a suspect classification. The opponents of same-gender marriage argue that samegender couples are not even a sensitive class because same-gender couples “possess political power that vastly exceeds their small percentage of the population,” and therefore, if they do not qualify as a sensitive class, they cannot be considered a suspect class. These opponents illustrate the political power of same-gender couples by pointing to achievements that they have Bar Bulletin - March 5, 2014 - Volume 53, No. 10 31 Advance Opinions attained with respect to same-gender marriages7: The Democratic Party has included redefining marriage in its official party platform. See Platform Standing Comm., 2012 Democratic Nat’l Convention Comm., Moving America Forward . . . 18 (2012), available at http://www.democrats.org/ democratic-national-platform. The President and his administration support same-sex marriage. See Josh Earnest, President Obama Supports Same-Sex Marriage, The White House Blog (May 10, 2012, 7:31 PM), http://www.whitehouse.gov/blog/2012/05/10/ obama-supports-same-sex-marriage. [http://assets.dstatic.org/ dnc-platform/2012-NationalPlatform.pdf.] During the last five years, legislatures in seven United States jurisdictions—New Hampshire, Vermont, New York, the District of Columbia, Minnesota, Delaware, and Rhode Island—have voted to redefine marriage. See Defining Marriage: Defense of Marriage Acts and Same-Sex Marriage Laws, National Conference of State Legislatures ([current on] July 26, 2013), http://www. ncsl.org/issues-research/humanservices/same-sex-marriageoverview.aspx. Last year, the citizens of three States—Maine, Maryland, and Washington—decided to redefine marriage through a direct vote of the people. See Richard Socarides, Obama and Gay Marriage: One Year Later, The New Yorker (May 6, 2013), http://newyorker.com/ online/blogs/newsdesk/2013/05/ obama-and-gay-marriage-oneyear-later.html. {48} Focusing on the political powerlessness prong is a reasonable strategy for the opponents of same-gender marriage because whether same-gender couples (the LGBT community) are a discrete group http://www.nmcompcomm.us/ who have been subjected to a history of purposeful unequal treatment is not fairly debatable. Until 1975, consensual sexual intimacy between persons of the same gender was prohibited and actively prosecuted in New Mexico courts under anti-sodomy laws. See NMSA 1953, § 40A-9-61 (1963) ((Vol. 6, 2d Repl. Pamp.), repealed, Laws 1975, ch. 109, § 8). Convictions for sodomy in New Mexico were upheld despite constitutional challenges to these laws. See State v. Elliott, 1976-NMSC-030, ¶ 9, 89 N.M. 305, 551 P.2d 1352 (reversing the Court of Appeals insofar as it held the sodomy statute unconstitutional). However, perhaps more importantly, as we previously noted in paragraph 42, supra, New Mexico has recently enacted legislation to prohibit discrimination against individuals based upon their sexual orientation, 2003 N.M. Laws, ch. 383, § 2; enacted legislation to prohibit law enforcement officers from profiling individuals based on their sexual orientation, § 29-21-2; and added sexual orientation as a protected class under hate crimes legislation, § 31-18B-2(D). None of this legislation would have been required if the LGBT community was not a discrete group which has experienced a history of purposeful unequal treatment and acts of violence. {49} Refocusing on the contention that the LGBT community is not politically powerless, we recognize that they have had some recent political success regarding legislation prohibiting discrimination against them. However, we also conclude that effective advocacy for the LGBT community is seriously hindered by their continuing need to overcome the already deep-rooted prejudice against their integration into society, which warrants our application of intermediate scrutiny in this case. See Breen, 2005-NMSC-028, ¶¶ 28-29 (applying intermediate scrutiny to legislation adversely affecting persons with mental disabilities because their political advocacy remains seriously hindered despite their gains in society). The political advocacy of the LGBT community continues to be seriously hindered, as evidenced by the uncontroverted difficulty in determining whether LGBTs are underrepresented in positions of political power, because many of them keep their sexual orientation private to avoid hostility, discrimination, and ongoing acts of violence. See Richard M. Valelly, LGBT Politics and American Political Development, Annu. Rev. Polit. Sci. 2012. 15:313-32 (2012). FBI statistics show that the rates of hate crimes committed against individuals based on sexual orientation have remained relatively constant over the past two decades, although they have risen slightly in the past few years, both in absolute numbers and expressed as a percentage of all types of hate crimes. Fed. Bureau of Investigation, Uniform Crime Reports: Hate Crime Statistics 1996 through 2012, available at http://www.fbi.gov/about-us/cjis/ucr/ ucr-publications. It is reasonable to expect that the need of LGBTs to keep their sexual orientation private also hinders or suppresses their political activity. See Windsor v. United States, 699 F.3d 169, 184-85 (2d Cir. 2012) (“their position ‘has improved markedly in recent decades,’ but they still ‘face pervasive, although at times more subtle, discrimination . . . in the political arena.’” (quoting Frontiero v. Richardson, 411 U.S. 677, 685-86 (1973)). {50} Although the LGBT community has had political success, they have also seen their gains repealed by popular referendums. Romer v. Evans, 517 U.S. 620 (1996) and In re Marriage Cases provide two good examples. In Romer, numerous municipalities in Colorado enacted ordinances that prohibited discrimination against gays and lesbians in housing, employment, education, public accommodations, and health and welfare services. 517 U.S. at 623-24. In response to the enactment of such ordinances, the voters of Colorado amended the Colorado Constitution to preclude the three branches of government at any level of state or local government from protecting gays and lesbians against discrimination. C.R.S.A. Const. art. 2, § 30b; Romer, 517 U.S. at 624. The constitutional amendment adopted by the voters reads: No Protected Status Based on Homosexual, Lesbian or Bisexual Orientation. Neither the State of Colorado, through any of its branches or departments, nor any 7 “[T]his Court—or any court, trial or appellate—may take judicial notice of legislative facts by resorting to whatever materials it may have at its disposal establishing or tending to establish those facts.” Quynh Truong v. Allstate Ins. Co., 2010-NMSC-009, ¶¶ 26, 25-28, 147 N.M. 583, 227 P.3d 73 (citing Trujillo v. City of Albuquerque, 1990-NMSC-083, ¶ 55, 110 N.M. 621, 798 P.2d 571 (Montgomery, J., concurring in part, dissenting in part) (Trujillo I)), overruled in later appeal on other grounds by Trujillo v. City of Albuquerque, 1998-NMSC-031, ¶ 36 (Trujillo II). 32 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 Advance Opinions of its agencies, political subdivisions, municipalities or school districts, shall enact, adopt or enforce any statute, regulation, ordinance or policy whereby homosexual, lesbian or bisexual orientation, conduct, practices or relationships shall constitute or otherwise be the basis of or entitle any person or class of persons to have or claim any minority status, quota preferences, protected status or claim of discrimination. Id. (internal quotation marks omitted). In Romer, the United States Supreme Court invalidated the Colorado constitutional amendment because it violated the Equal Protection Clause of the United States Constitution. Id. at 632-33. California provides another example. After the California Supreme Court filed its opinion in In re Marriage Cases, California voters passed Proposition 8, which amended the California Constitution to provide that “‘[o]nly marriage between a man and a woman is valid or recognized in California.’” Cal. Const., Art. I, § 7.5; Hollingsworth v. Perry, ___ U.S. ___, ___, 133 S. Ct. 2652, 2659 (2013). {51} At the time this case was argued in October 2013, only a minority of states had enacted laws identifying “sexual orientation” as a protected class for purposes of anti-discrimination laws.8 Only six states had recognized the validity of and enacted legislation permitting same-gender marriages, or civil unions, at the time this opinion was filed: Delaware, 79 Del. Laws ch. 19 (2013); Minnesota, 2013 Minn. Sess. Law Serv. 74 (West); New Hampshire, 2009 N.H. Laws 60-66; New York, N.Y. Dom. Rel. Law § 10-a (Consol. 2011); Rhode Island, R.I. Gen. Laws § 15-1-1 (2013); and Vermont, 2009 Vt. Acts & Resolves 3. Four states, Massachusetts, California, Iowa, and Connecticut, interpreted their respective constitutions to require samegender marriages. See In re Marriage Cases, 183 P.3d at 452; Kerrigan, 957 A.2d at 482; Varnum, 763 N.W.2d at 904; Goodridge, 798 N.E.2d at 968. In three states, Maine, Maryland, and Washington, the electorate voted in favor of same-gender marriages. Ashley Fetters, Same-Sex Marriage Wins on the Ballot for the First Time http://www.nmcompcomm.us/ in American History, theatlantic.com (Nov. 7, 2012), http://www.theatlantic. com/ sexes/archive/2012/11/same-sexmarriage-wins-on-the-ballot-for-the-firsttime-in-american-history/264704/ (listing the wording of each ballot proposal). Finally, three states, New Jersey, Illinois, and Colorado, have legislation that grants same-gender couples an alternative to civil marriage and makes available to them many of the benefits granted to married couples. See Colo. Rev. Stat. §§ 14-15-102 to -119 (2013); 750 Ill. Comp. Stat. 75/1 to 75/90 (2011); N.J. Stat. Ann. 37:1-28 to -36 (2006).9 The history we have just recounted demonstrates that the members of the LGBT community do not have sufficient political strength to protect themselves from purposeful discrimination. {52} To complete the analysis of whether intermediate scrutiny should apply, we must answer whether members of the LGBT community have been subjected to a history of discrimination and political powerlessness based on a characteristic that is relatively beyond their control. Breen, 2005-NMSC-028, ¶ 21. This requirement cannot mean that the individual must be completely unable to change the characteristic. See In re Marriage Cases, 183 P.3d at 442 (recognizing that other classifications such as religion and alienage that receive heightened scrutiny do so despite the fact that individuals can change their religion or become citizens); Varnum, 763 N.W.2d at 893 (“The constitutional relevance of the immutability factor is not reserved to those instances in which the trait defining the burdened class is absolutely impossible to change.”). Instead, the question is whether the characteristic is so integral to the individual’s identity that, even if he or she could change it, would it be inappropriate to require him or her to do so in order to avoid discrimination? We agree with those jurisdictions which have answered this question affirmatively regarding LGBTs. See Kerrigan, 957 A.2d at 438-39 (holding that gays and lesbians are entitled to consideration as a quasi-suspect class because “they are characterized by a central, defining [trait] of personhood, which may be altered [if at all] only at the expense of significant damage to the individual’s sense of self ”) (internal quotation marks and citation omitted); see also In re Marriage Cases, 183 P.3d at 442 (“Because a person’s sexual orientation is so integral an aspect of one’s identity, it is not appropriate to require a person to repudiate or change his or her sexual orientation in order to avoid discriminatory treatment.”); Varnum, 763 N.W.2d at 893 (same). {53} Therefore, we conclude that intermediate scrutiny must be applied in this case because the LGBT community is a discrete group that has been subjected to a history of purposeful discrimination, and it has not had sufficient political strength to protect itself from such discrimination. As we noted in Breen, to apply intermediate scrutiny, the class adversely affected by the legislation does not need to be “completely politically powerless, but must be limited in its political power or ability to advocate within the political system.” 2005-NMSC028, ¶ 18. Nor does intermediate scrutiny require the same level of extraordinary protection from the majoritarian political process that strict scrutiny demands. Id. It is appropriate for our courts to apply intermediate scrutiny, “even though the darkest period of discrimination may have passed for a historically maligned group.” Id. ¶ 20. Our decision to apply intermediate scrutiny is consistent with many jurisdictions which have considered the issue. Windsor v. United States, 699 F.3d at 185; Kerrigan, 957 A.2d at 475-76; Varnum, 763 N.W.2d at 896. It is unclear whether the right to marry is a fundamental right requiring strict scrutiny {54} Before we proceed to analyze the legislation under intermediate scrutiny, we must address Plaintiffs’ argument that a strict scrutiny level of review is required because an individual’s right to marry the person of his or her choice is a fundamental right. The opponents of same-gender marriage respond to Plaintiffs’ argument by redefining the right pursued by Plaintiffs as being the right to marry a person of the same gender. They contend that the right to marry someone of the same gender is not a fundamental right because it is not deeply rooted in New Mexico history and tradition, nor is it an important constitutional right because no state constitutional provision guarantees such a right. 8 Twenty state civil or human rights acts prohibit discrimination against consumers based on their sexual orientation. See Justin Muehlmeyer, Toward a New Age of Consumer Access Rights: Creating Space in the Public Accommodation for the LGBT Community, 19 Cardozo J.L. & Gender 781, 782 n.11 (Spring 2013). 9 Held unconstitutional by Garden State Equal. v. Dow, ___ A.3d at ___, 2013 WL 5687193, at *2. See n.6, supra. Bar Bulletin - March 5, 2014 - Volume 53, No. 10 33 Advance Opinions We conclude that the correct question is whether the right to marry is a fundamental right requiring strict scrutiny, which is a question that has not been answered by the United States Supreme Court. For the following reasons, we determine that we do not need to definitively answer this difficult question. {55} Civil marriage is considered to be a civil right. See, e.g., Loving, 388 U.S. at 12 (“Marriage is one of the ‘basic civil rights of man,’ fundamental to our very existence and survival.”) (quoting Skinner v. State of Oklahoma ex rel. Williamson, 316 U.S. 535, 541 (1942)). The United States Supreme Court also has described the right to marry as “of fundamental importance for all individuals” and as “part of the fundamental ‘right of privacy’ implicit in the Fourteenth Amendment’s Due Process Clause.” Zablocki v. Redhail, 434 U.S. 374, 384 (1978); see also Loving, 388 U.S. at 12 (“The freedom to marry has long been recognized as one of the vital personal rights essential to the orderly pursuit of happiness by free men.”). When fundamental rights are affected by legislation, the United States Supreme Court has applied strict scrutiny when determining whether the legislation is constitutional. Clark v. Jeter, 486 U.S. 456, 461 (1988). However, regarding marriage, the United States Supreme Court does not demand “that every state regulation which relates in any way to the incidents of or prerequisites for marriage must be subjected to rigorous scrutiny.” Zablocki, 434 U.S. at 386. For example, in Turner v. Safley, 482 U.S. 78, 81, 95-97 (1987), the Supreme Court rejected the lower court’s application of strict scrutiny to a prisoner’s right to marry, noting that the prisoner’s fundamental right to marry, “like many other rights, is subject to substantial restrictions as a result of incarceration.” Id. at 95. In United States v. Windsor, the Supreme Court left unanswered the level of scrutiny it was applying to same-gender marriages. ___ U.S. at ___, 133 S. Ct. at 2706 (Scalia, J., dissenting, noting that the majority “does not apply strict scrutiny, and its central propositions are taken from rational-basis cases”). We conclude from the United States Supreme Court’s equivocation in these cases that whether the right to marry is a fundamental right requiring strict scrutiny is a question that remains unanswered. We do not need to answer this question here because Plaintiffs prevail when we apply an intermediate scrutiny level of review under an equal protection analysis. 34 http://www.nmcompcomm.us/ Denying same-gender couples the right to marry and all of the rights, protections, and responsibilities available under state and federal law does not survive intermediate scrutiny {56} We will uphold the statutes at issue in this case if the opponents of same-gender marriage can prove that denying same-gender couples the right to marry—with all of its attendant statutory rights, protections, and responsibilities— is substantially related to an important governmental interest. See Breen, 2005NMSC-028, ¶ 30. Once the governmental interest is identified, we must balance that interest against the burdens placed on the sensitive class compared to others who are similarly situated. Id. ¶ 31. We consider whether the legislation is over- or underinclusive in its application, and attempt to determine whether the legislation is the least restrictive alternative for protecting the important governmental interest. Id. ¶ 32. {57} We have interpreted the argument of the opponents of same-gender marriage as suggesting that there are three governmental interests for prohibiting same-gender couples from marrying in the State of New Mexico. First, they argue that the governmental interest in promoting responsible procreation justifies the samegender marriage prohibition. Second, they argue that the governmental interest in responsible child rearing justifies depriving same-gender couples who marry from the benefits and protections of marriage laws. Third, they suggest that allowing samegender couples to marry will result in the deinstitutionalization of marriage because people will spend a smaller proportion of their adult lives in intact marriages than they have in the past. During oral argument, opponents admitted that they lacked evidence to show that allowing samegender marriages would result in married couples divorcing at an increased rate. Because this contention is not supported by the evidence in the record, the contention is without merit. See Wagner v. AGW Consultants, 2005-NMSC-016, ¶ 24, 137 N.M. 734, 114 P.3d 1050 (the party with the burden of proof in a constitutional challenge must support his or her argument with a “firm legal rationale” or evidence in the record (internal quotation marks and citation omitted)). To the extent that the deinstitutionalization argument was intended to inject into the analysis moral disapprobation of homosexual activity and tradition—that marriage has traditionally Bar Bulletin - March 5, 2014 - Volume 53, No. 10 been between a man and a woman—both justifications have been rejected. {58}In Lawrence v. Texas, 539 U.S. 558, 582 (2003), the United States Supreme Court made it clear that it has “never held that moral disapproval, without any other asserted state interest, is a sufficient rationale under the Equal Protection Clause to justify a law that discriminates among groups of persons.” It is not appropriate to define the State’s interest as maintaining the tradition of marriage only between opposite-gender couples, any more than it was appropriate to define the state’s interest in Loving, 388 U.S. at 12, as only maintaining same-race marriages. Articulating the governmental interest as maintaining the tradition of excluding same-gender marriages because “the ‘historic and cultural understanding of marriage’ has been between a man and a woman—cannot in itself provide a [sufficient] basis for the challenged exclusion. To say that the discrimination is ‘traditional’ is to say only that the discrimination has existed for a long time.” Kerrigan, 957 A.2d at 478. {59} We are left to decide whether prohibiting same-gender marriage with all of its attendant rights, protections, and responsibilities is substantially related to the purported important governmental interests in “responsible procreation and child-rearing,” which we have already indicated are not supported in the history of New Mexico’s marriage legislation. It is the marriage partners’ exclusive and permanent commitment to one another and the State’s interest in their stable relationship that are indispensable requisites of a civil marriage. {60} We separately consider the purported governmental interests in responsible procreation and responsible child rearing. Regarding responsible procreation, we fail to see how forbidding same-gender marriages will result in the marriages of more opposite-gender couples for the purpose of procreating, or how authorizing same-gender marriages will result in the marriages of fewer opposite-gender couples for the purpose of procreating. The discriminatory classification is also glaringly underinclusive. Discriminatory legislation is under-inclusive if the classification does not include all of those who are similarly situated with respect to the purpose of the law. Dandridge v. Williams, 397 U.S. 471, 529 (1970) (Marshall, J., dissenting). Regarding the purported legislative goal of responsible procreation, the legislation is under-inclusive because the statutes do Advance Opinions not prohibit opposite-gender couples from marrying, even if they do not procreate because of age, physical disability, infertility, or choice.10 Finally, although it is not clear what the opponents of same-gender marriage mean by “responsible procreation,” when childless same-gender couples decide to have children, they necessarily do so after careful thought and considerable expense, because for them to raise a family requires either lengthy and intrusive adoption procedures or assistive reproduction. {61} Same-gender couples are as capable of responsible procreation as are oppositegender couples. We conclude that there is not a substantial relationship between New Mexico marriage laws and the purported governmental interest in responsible procreation. {62} The final issue is whether denying the rights and protections of federal and state laws to same-gender couples who want to marry and have families by adoption or assisted reproduction furthers the State’s purported interest in promoting responsible child rearing. In this case, no one denies that LGBT individuals are fully capable of entering into the kind of loving and committed relationships that serve as the foundation for families, or that they are capable of responsibly caring for and raising children. The 2010 United States Census reported that at that time, there were 111,033 households headed by same-gender couples with their own children residing in their households, and that of those households, 1,038 were in New Mexico. United States Census 2010 and 2010 American Community Survey, Same-Sex Unmarried Partner or Spouse Households by Sex of Householder by Presence of Own Children, available at http://www.census.gov/hhes/samesex/ files/supp-table-AFF.xls. The New Mexico Court of Appeals has held that “a person’s sexual orientation does not automatically render the person unfit to have custody of children.” A.C. v. C.B., 1992-NMCA-012, ¶ 19, 113 N.M. 581, 829 P.2d 660. This Court has held that same-gender couples have custody rights to children under the New Mexico Uniform Parentage Act, NMSA 1978, §§ 40-11A-101 to -903 (2009), because, among other reasons, “it is against http://www.nmcompcomm.us/ public policy to deny parental rights and responsibilities based solely on the sex of either or both of the parents.” Chatterjee, 2012-NMSC-019, ¶¶ 5, 37. The American Psychological Association, which filed a brief amicus curiae in this case, cites to studies indicating that there is no scientific evidence that parenting effectiveness is related to the parents’ sexual orientation. See M.E. Lamb, Mothers, Fathers, Families, and Circumstances: Factors Affecting Children’s Adjustment, 16 Applied Developmental Sci. 98-111 (2012); M.E. Lamb & C. Lewis, The Role of Parent-Child Relationships in Child Development, in Developmental Science: An Advanced Textbook 429-68 (M.H. Bornstein & M.E. Lamb eds., 5th ed. 2005); C.J. Patterson & P.D. Hastings, Socialization in the Context of Family Diversity, in Handbook of Socialization: Theory and Research 328-51 (J.E. Grusec & P.D. Hastings eds., 2007). {63} We need not go further than the record in this case for persuasive evidence that same-gender parents are responsible parents. As we have previously discussed, many of the Plaintiffs in this case have been in long-term, committed relationships, and many of them are raising or have raised children and grandchildren. Plaintiffs Miriam and Ona have been in a committed relationship for twenty-five years and have raised three children and one grandchild. Plaintiffs A.D. and Greg have been in a committed relationship for seven years and have raised a foster child together. Plaintiffs Monica and Cecilia have been in a committed relationship for fifteen years and have raised three daughters together. Plaintiffs Jen and Angelique have been in a committed relationship for twenty-one years and have raised three adopted sons together, one of whom is serving our country as an enlisted soldier in the United States Army. {64} We fail to see how depriving committed same-gender couples, who want to marry and raise families, of federal and state marital benefits and protections will result in responsible child rearing by heterosexual married couples. In the final analysis, child rearing for same-gender couples is made more difficult by denying them the status of being married and depriving them of the rights, protections, and responsibilities that come with civil marriage. Innumerable statutory benefits and protections inure to the benefit of a married couple. We have identified several relating to community property rights in this opinion. See §§ 40-3-7 to -17 (1975) (addressing the property rights of “husband and wife”). The New Mexico Probate Code contains other benefits and protections. See NMSA 1978, § 45-2807(a) (1975, as amended through 1993) (one-half of the community property goes to the surviving spouse); NMSA 1978, § 45-3-203(A)(2) (1975, as amended through 2011) (granting priority of the appointment as personal representative to the surviving spouse if the decedent did not nominate a personal representative or exclude the surviving spouse as a devisee). Married persons are granted property exemptions from creditors, receivers, or trustees to preserve essential resources and a home for the family. See NMSA 1978, §§ 42-10-1 to -13 (1887, as amended through 2007) (listing types of exemptions). Wrongful death damages are allocated to a surviving spouse when a tortfeasor causes the death of a spouse. See NMSA 1978, § 41-2-3(A) (1882, as amended through 2001) (allocating wrongful death damages to the surviving spouse). A spouse has priority to make healthcare and end-of-life decisions for an incapacitated spouse, NMSA 1978, § 24-7A-1(G) (1995, as amended through 2009), by virtue of being a spouse, NMSA 1978, § 24-7A-5(B) (1) (1995, amended 1997). Conversely, a member of an unmarried couple must establish the quality and quantity of the relationship with his or her incapacitated partner—issues that frequently become contentious—before he or she can make healthcare and end-of-life decisions on behalf of the incapacitated partner. See § 24-7A-5(B)(2) (“[A]n individual in a longterm relationship of indefinite duration with the patient” may act as a surrogate to make healthcare decisions for the patient.). {65} Children are also both directly and indirectly the beneficiaries of the statutory benefits and protections available to a married couple. Children benefit from the presumption of legitimacy when they 10 It is doubtful that the government could preclude any couple from marrying because they are unwilling or unable to procreate. See Eisenstadt v. Baird, 405 U.S. 438, 453 (1972) (“If the right of privacy means anything, it is the right of the individual, married or single, to be free from unwarranted governmental intrusion into matters so fundamentally affecting a person as the decision whether to bear or beget a child.”). Bar Bulletin - March 5, 2014 - Volume 53, No. 10 35 Advance Opinions are born to a married couple. Section 40-11A-204(A). In the event of separation or divorce, children benefit from orderly child custody proceedings, § 40-4-9; child support, § 40-4-11; joint custody, § 40-49.1(B); and the important doctrine which requires courts to consider the best interests of the child. In addition, as we noted in Chatterjee, the best interests of a child do not depend on a parent’s sexual orientation or marital status. 2012-NMSC-019, ¶¶ 34-37. {66} We have not attempted to provide an exhaustive list of the statutory rights and protections available to a married couple, but the essence of many of the statutes that we have identified is to assist with the stability of the relationship and the safeguarding of important collective resources. The burdens on same-gender couples who want to marry and who are deprived of federal and state benefits and protections, compared to opposite-gender couples who want to marry and are therefore eligible for federal and state benefits and protections, is readily apparent and, if same-gender marriages are not legally permitted, inequitable. The enhanced income and the laws that create financial security for married couples are important sources of stability for a family bonded by marriage. This is evident not only during end-of-life circumstances, but also in the event of a separation or divorce. By denying same-gender couples the right to marry, the Legislature also deprives them of the protections of New Mexico divorce laws. Instead, same-gender couples and their children are forced into courts of equity without the benefit of property division laws, child support, child custody, and visitation laws that minimize uncertainty for the family unit. 36 http://www.nmcompcomm.us/ {67} Excluding same-gender couples from civil marriage prevents children of same-gender couples from enjoying the security that flows from the rights, protections, and responsibilities that accompany civil marriage. There is no substantial relationship between New Mexico’s marriage laws and the purported governmental interest of responsible child rearing. There is nothing rational about a law that penalizes children by depriving them of state and federal benefits because the government disapproves of their parents’ sexual orientation. {68} We invited the active participation in this case of amici curiae to ensure that the important issues before us were properly and thoroughly briefed and argued to this Court. The parties and amici have had ample opportunity to articulate a constitutionally adequate justification for limiting marriage to opposite-gender couples. The supposed justifications for the discriminatory legal classification are categorically at odds with the comprehensive legislative scheme that is intended to promote stable families and protect the best interests of children. Denying same-gender couples the right to marry and thus depriving them and their families of the rights, protections, and responsibilities of civil marriage violates the equality demanded by the Equal Protection Clause of the New Mexico Constitution. Remedy {69} Having declared the New Mexico marriage laws unconstitutional, we now determine the appropriate remedy. We decline to strike down our marriage laws because doing so would be wholly inconsistent with the historical legislative commitment to fostering stable families Bar Bulletin - March 5, 2014 - Volume 53, No. 10 through these marriage laws. Instead, “civil marriage” shall be construed to mean the voluntary union of two persons to the exclusion of all others. In addition, all rights, protections, and responsibilities that result from the marital relationship shall apply equally to both same-gender and opposite-gender married couples. Therefore, whether they are contained in NMSA 1978, Chapter 40 or any other New Mexico statutes, rules, regulations, or the common law, whenever reference is made to marriage, husband, wife, spouse, family, immediate family, dependent, next of kin, widow, widower or any other word, which, in context, denotes a marital relationship, the same shall apply to same-gender couples who choose to marry. {70} With respect to the forms required by Section 40-1-18, gender-neutral language shall be utilized by the Clerks. Section 40-1-17 states that “the form of application, license and certificate shall be substantially as provided in Section 40-1-18.” Therefore, to comply with the New Mexico Constitution, gender-neutral language shall be utilized in identifying the applicants and spouses. {71} We grant a writ of superintending control and order the courts to mandate compliance with the holdings and rationale of this opinion. {72} IT IS SO ORDERED. EDWARD L. CHÁVEZ, Justice WE CONCUR: PETRA JIMENEZ MAES, Chief Justice RICHARD C. BOSSON, Justice CHARLES W. DANIELS, Justice BARBARA J. VIGIL, Justice Advance Opinions http://www.nmcompcomm.us/ From the New Mexico Supreme Court Opinion Number: 2014-NMSC-004 Topic Index: Administrative Law: Hearings; Judicial Review; and Legislative Intent Civil Procedure: Intervention Corporations: Public Regulatory Commission Government: Motor Carriers Statutes: Interpretation; and Legislative Intent ALBUQUERQUE CAB COMPANY and YELLOW CHECKER CAB COMPANY, INC., Appellants, v. NEW MEXICO PUBLIC REGULATION COMMISSION, Appellee, and GREEN CAB, LLC, d/b/a GREEN CAB COMPANY, Real Party in Interest No. 33,704 (filed December 30, 2013) APPEAL FROM THE NEW MEXICO PUBLIC REGULATION COMMISSION FREDERICK M. MOWRER SANCHEZ, MOWRER & DESIDERIO, P.C. Albuquerque, New Mexico for Appellants Opinion Richard C. Bosson, Justice {1}The New Mexico Public Regulation Commission (PRC) granted Green Cab, LLC d/b/a Green Cab Co., (Green Cab) a certificate of authority to provide taxi service within Bernalillo County and to the rest of the state. Albuquerque Cab Co. (ABQ Cab) and Yellow Checker Cab (Yellow Cab), presently doing business in Bernalillo County, appeal under this Court’s jurisdiction pursuant to the Motor Carrier Act and our Rules of Appellate Procedure. See NMSA 1978, § 65-2A-35(A) (2003) (appeals from a final order may be taken directly to the Supreme Court within thirty days); see also Rule 12-102(A)(2) NMRA (appeals from the PRC “shall be taken to the Supreme Court”). {2} ABQ Cab and Yellow Cab assert that the PRC erred by: (1) not scheduling a hearing on whether Green Cab should be issued a certificate of authority, (2) denying their motions to intervene as “interested persons” in the Green Cab proceedings, (3) granting Green Cab authority to operate a taxi service, MARGARET KENDALL CAFFEY-MOQUIN Santa Fe, New Mexico for Appellee (4) and finally, issuing Green Cab temporary authority to operate a taxi service in Bernalillo County to all parts of the state. For the reasons discussed below, we hold that the PRC committed reversible error by not holding a public hearing in which ABQ Cab and Yellow Cab could participate as intervenors, contrary to the statutory requirements of the Motor Carrier Act. Because the PRC did not follow the required procedure, we need not address the remaining arguments regarding Green Cab’s temporary or permanent authority. Accordingly, we reverse and remand to the PRC for further proceedings consistent with this opinion. BACKGROUND {3} On May 18, 2011, Green Cab filed an application for certificate and temporary authority to operate a taxi service in Bernalillo County to all parts of New Mexico. Employees of the PRC (PRC Staff) filed notice of Green Cab’s application on May 24, mailed notice to authorized motor carriers (including ABQ Cab and Yellow Cab), and published notice in the Albuquerque Journal. {4} On June 8, 2011, ABQ Cab and Yellow Cab filed a protest and motion to intervene in the matter of Green Cab’s certification. A single PRC Commissioner, Theresa Becenti-Aguilar, responded to the motion, and citing as authority 1.2.2.30(B) NMAC (09/01/08), issued an order that required ABQ Cab and Yellow Cab to file a response with supporting facts in “sufficient detail” to “support the allegation that granting . . . temporary authority or a certificate would adversely impact their ability to continue to provide transportation services in the future.” ABQ Cab and Yellow Cab were also asked to include any allegations that could be described and supported with sufficient factual detail “that [Green Cab] did not meet one or more of the criteria for issuance of the operating authority or temporary authority.” Further, the Commissioner Becenti-Aguilar’s order stated that “[f]ailure to comply . . . shall result in the denial of the motion to intervene.” {5} On July 11, 2011, ABQ Cab and Yellow Cab filed their response, which included some analysis regarding the effect of allowing additional competition into the taxi cab market. PRC Staff opposed intervention, arguing that intervention “impose[d] costs on the applicant and the public that [Staff felt were] contrary to New Mexico’s transportation policy,” and therefore, the PRC “must require protestants to make the showings required by NMSA [1978, Section] 65-2A-13(C) [(2013)] before allowing them to intervene.” {6}The PRC granted Green Cab conditional temporary authority on August 10, 2011, and in a separate order that same day, appointed a hearing examiner based on the “issues presented in the Motion to Intervene.” Regarding PRC Staff ’s opposition, the order appointing a hearing examiner observed, “[i]n the future, Staff should request permission from the Commission to file such a brief.” {7}On October 6, 2011, the appointed hearing examiner filed an order allowing ABQ Cab and Yellow Cab to respond to PRC Staff ’s brief opposing intervention. ABQ Cab and Yellow Cab filed their response on October 18, 2011. On February 7, 2012, the case was reassigned to a new hearing examiner, Elizabeth C. Hurst. On March 16, 2012, Hearing Examiner Hurst denied the motion to intervene without a hearing. {8}The intervention denial was based in part on Hearing Examiner Hurst’s determination, again without a hearing, that “Section 65A-2-13(C) [sic] does not provide automatic intervention status for any carrier who makes unsupported and Bar Bulletin - March 5, 2014 - Volume 53, No. 10 37 Advance Opinions speculative claims in a case.” Hearing Examiner Hurst observed that the PRC is authorized to promulgate rules to implement the Motor Carrier Act under NMSA 1978, Section 65-2A-4 (2003, amended 2013), and thus, the PRC created a rule requiring that interested parties must “provide the Commission with credible, reliable, or verified facts or details that would support their allegations” before intervention may be granted. See 18.3.2.18(A) NMAC (01/01/2005) (establishing that a motion to intervene should provide sufficient factual support for any allegation). Relying on the rule, and the lack of sufficiently detailed support for intervention, Hearing Examiner Hurst concluded that the motion to intervene “should be denied.” {9}Having denied intervention to ABQ Cab and Yellow Cab, the hearing examiner then granted PRC Staff ’s motion to process Green Cab’s application as an uncontested matter. Thereafter, without ever holding a public hearing, the PRC adopted Hearing Examiner Hurst’s April 20, 2012 recommendations and findings of fact, reassigned Green Cab’s application as an uncontested matter, and granted Green Cab a certificate of authority. One PRC Commissioner, Jason Marks, dissented from the final order. Although noting that the Motor Carrier Act “plac[ed] inappropriate and unnecessary barriers to market entry,” Commissioner Marks nonetheless found that ABQ Cab and Yellow Cab had met the statutory requirements to intervene, and therefore, should have been afforded a hearing to determine “the impact of an application on existing motor carriers.” This appeal follows from the PRC’s final order. DISCUSSION {10} We have been down this road before in T-N-T Taxi v. New Mexico Public Regulation Commission, 2006-NMSC-016, 139 N.M. 550, 135 P.3d 814, an opinion we will discuss subsequently in more detail. Again, we are called to review the PRC’s construction of the Motor Carrier Act. “The primary goal in interpreting a statute is to give effect to the Legislature’s intent.” T-N-T Taxi, 2006-NMSC-016, ¶ 5. We look first to the Legislature’s language, giving effect to the plain meaning of the words used, unless doing so would lead to absurdity, contradiction, or injustice. Id. We review de novo an administrative agency’s statutory construction and determination of legislative intent. Id. We turn first to the then-applicable statutes, which we observed in T-N-T Taxi are not a model of clarity. See Id. ¶ 6. 38 http://www.nmcompcomm.us/ {11} NMSA 1978, Section 65-2A-5(C) (2003, amended 2013) provides that “[t]he commission shall hold a public hearing on an application whenever an interested person protests the application during the notice period . . . .” (Emphasis added.) Under New Mexico’s codified rules of statutory construction, “‘[s]hall’ . . . express[es] a duty, obligation, requirement, or condition precedent.” NMSA 1978, § 12-2A-4(A) (1997). Therefore, if an interested person, as defined in the Act, protests an application, the PRC must hold a public hearing on the protested application. We said as much in T-N-T Taxi. See T-N-T Taxi, 2006-NMSC-016, ¶ 8. The PRC may not by regulation undercut that which is required by statute. Jones v. Emp’t Servs. Div. of Human Servs. Dep’t, 1980NMSC-120, ¶ 3, 95 N.M. 97, 619 P.2d. 542 (“An agency by regulation cannot overrule a specific statute.”). {12} The Motor Carrier Act defines an “interested person” as “a motor carrier operating over the routes or in the territory involved in an application or grant of temporary authority . . . .” NMSA 1978, § 65-2A-3(T) (2007, amended 2013). Both ABQ Cab and Yellow Cab operate as motor carriers in Bernalillo County, the same territory in which Green Cab applied to operate. Therefore, they are “interested persons.” As such, because the Motor Carrier Act required a “public hearing on [Green Cab’s] application whenever an interested person protests,” ABQ Cab and Yellow Cab were entitled a public hearing. See § 65-2A5(C). In its briefing to this Court, the PRC does not address the fact that both ABQ Cab and Yellow Cab meet the statutory definition of an interested person, entitling their protest to a public hearing. {13} Instead, to justify rejecting ABQ Cab and Yellow Cab’s request for a public hearing, the PRC relies on a stated legislative policy directive that it must streamline the application process for certifications. See NMSA 1978, § 65-2A-2 (2003, amended 2013) (stating the transportation policy under the Motor Carrier Act). “It is the policy of this state to foster the development, coordination and preservation of a safe, sound and adequate motor carrier system . . . by streamlining and promoting uniformity of state regulation of motor carriers.” Id. The Motor Carrier Act also states, “[t]he commission shall streamline and simplify to the extent possible the process for approving applications.” Section 65-2A-5(B). To the extent that PRC rules impose additional informational Bar Bulletin - March 5, 2014 - Volume 53, No. 10 preconditions to a protestant’s right to a public hearing, the PRC seeks to justify those conditions in the name of streamlining the application process and removing unnecessary impediments to competition. {14} Streamlining, however, is not a defense to statutory obligations. Even with the goal in mind of simplifying application procedures, the PRC must follow statutory law. It may not by regulation impose requirements that are greater than, and inconsistent with, those set forth by the Legislature. See T-N-T Taxi, 2006-NMSC016, ¶ 8 (“Although our interpretation of the Motor Carrier Act is influenced by the legislative declaration that it sought to streamline the regulation of motor carriers, we are not convinced that the Legislature wanted to streamline the regulation of motor carriers by having the PRC review all applications for permits as uncontested matters.” (citation omitted)) {15} The PRC’s rules impose a greater burden on “interested persons” who seek to protest at a public hearing—including those like ABQ Cab and Yellow Cab who already serve customers in the same area— than the burden already established by the Motor Carrier Act. PRC Staff interprets Section 65-2A-3(T), to authorize the PRC to require threshold factual showings by interested persons, based on 18.3.2.18(A) NMAC (01/01/2005), before allowing interested persons to intervene. Thus, according to PRC Staff, a party seeking status as an intervenor must, in addition to meeting the statutory definition of an “interested person” under Section 65-2A-3(T), “state the movant’s interest . . . specifically allege that the applicant . . . does not meet one or more of the criteria for issuance of the operating authority or temporary authority, and describe in sufficient detail the facts known to the movant supporting the allegation.” 18.3.2.18(A) NMAC. {16} Further, the PRC argues that under 1.2.2.30(B) NMAC, a single commissioner had the authority to review ABQ Cab and Yellow Cab’s motion to intervene and deny the motion because it did not meet the requirements of PRC’s rules. See 18.3.2.18(A) NMAC (providing the requirements necessary to contest an application). Consequently, the PRC reasons, a single commissioner could deny a party status as an intervenor, and thus, turn a contested application into an uncontested application, negating the mandatory public hearing required by the Motor Carrier Act. {17} The PRC’s reasoning overlooks the requirement of Section 65-2A-5(C), Advance Opinions whereby a public hearing must be held upon the filing of a protest; it does not turn on the grant of a party’s status as an intervenor. See § 65-2A-5(C). Further, “‘protest’ means a document filed with the commission by an interested person that expresses an objection to a matter before the commission”; it does not require that the interested person also have intervenor status. See § 65-2A-3(T), (JJ). {18} Appearing to parse the words of the statute, the PRC does not dispute ABQ Cab and Yellow Cab’s “general statutory right to file a protest,” which was the specific issue we decided in T-N-T Taxi. See T-N-T Taxi, 2006-NMSC-016, ¶ 4. The PRC, however, does distinguish between filing a protest and actually being allowed to participate in a public hearing, especially when the protestants “utterly failed to meet the [PRC’s] rule requirements for intervention.” The PRC’s argument misses the essential point. Regardless of their motion to intervene, ABQ Cab and Yellow Cab were statutorily entitled to air their protest at a public hearing. See § 65-2A-5(C). No rule or regulation could take that away. Ironically, even the PRC’s own rules seem to recognize that right. According to the rule regarding a contested application for a certificate of authority, “[t]he hearing examiner shall, within (10) days of appointment, issue a notice of hearing setting a hearing to be held withing sixty (60) days from the date of appointment.” 18.3.2.18(B) NMAC (01/01/2005) (emphasis added). {19} The PRC argues that T-N-T Taxi, is inapposite to this case. The PRC states that T-N-T Taxi “only goes to whether the Motor Carrier Act, as then amended through the inclusion of statutory language expressing a preference for a streamlined application process, precluded a motor carrier from filing a protest to a permit application.” (Emphasis added.) In distinguishing the cases, the PRC relies specifically on paragraph eleven of the T-N-T Taxi opinion, where it determines that this Court “deemed it ‘important’ that the intervenors . . . filed their motions to intervene ‘pursuant to the instructions provided them by the PRC.’” TN-T Taxi, 2006-NMSC-016, ¶ 11. The PRC also emphasizes that the “then-applicable PRC rule, [required that] an intervention of right was granted whenever the moving party demonstrated a substantial interest in the PRC action.” {20} The PRC’s interpretation of T-N-T Taxi overemphasizes whatever weight we placed on the “instructions provided them by the PRC.” In T-N-T Taxi, the core issue http://www.nmcompcomm.us/ was not whether the parties had followed the instructions or the regulations in filing their protest, or whether the rule required a demonstrated substantial interest. To the contrary, the holding in T-N-T Taxi was based on the same statute, Section 65-2A5(C), that applies in this case. We held that “[t]he Motor Carrier Act requires the PRC to consider whether the operations of [the intervenor] motor carriers will be endangered or impaired to an extent contrary to the public interest. Intervenors therefore have a substantial interest in the proceedings . . . ,” because the “[i]ntervenors’ operations and transportation services [were] in the same geographic location covered in [the] permit application.” T-N-T Taxi, 2006-NMSC-016, ¶ 13. Thus, our emphasis was not on what the rule required, but that the parties were going to be operating in the same territory, and under the Motor Carrier Act were entitled to be heard. See id. ¶¶ 11-13. {21} T-N-T Taxi’s reasoning applies to this case. We reject any other reading of this Court’s prior opinion. ABQ Cab and Yellow Cab are operating in the same geographic territory as that covered by Green Cab’s application. Although a certificate of authority is at issue here, and not a permit, thereby implicating NMSA 1978, Section 65-2A-8 (2003, amended 2013) not NMSA 1978, Section 65-2A-10 (2005, amended 2013) (the statue at issue in T-N-T Taxi), the right to protest and be heard in a meaningful way is the same; it is premised on the same line of thought. While the Legislature has expressed a desire to streamline the application process, that goal should not be accomplished at the expense of existing, certified motor carriers. Compare § 65-2A-5(B), with § 65-2A-5(C); see also § 65-2A-8(C) (“Before granting a certificate to an interstate common motor carrier of persons, the commission shall consider the effect that issuance of the certificate would have on existing motor carriers . . . .”). Reading Section 65-2A-5(B) together with Section 65-2A-5(C) evidences a legislative intent to streamline by allowing permissive hearings upon a protest by someone other than an interested person, but providing a mandatory hearing upon the protest of an interested person—in this case ABQ Cab and Yellow Cab. Id.; see also § 65-2A-2(T) (an interested person is defined by the overlap of geographic territory). {22} Our understanding of the Legislature’s intent is reinforced by recent legislative amendments to the Motor Carrier Act that speak directly to the facts in this case. Specifically, in 2013 the Legislature rewrote the Act to say, “[t]he commission shall hold a hearing on an application whenever a protest is filed within the notice period . . . [and] . . . shall allow a protesting carrier to proceed as an intervenor in the application proceeding.” Section 65-2A-13(B). While a new law does not define the rights and obligations codified under a prior law, in this case it appears that the new law simply clarifies what the Legislature intended all along. {23} We conclude that under the Motor Carrier Act at the time ABQ Cab and Yellow Cab filed their protests, motor carriers operating over the same routes or territories involved in a new application for a certificate of authority may protest an application and participate in a public hearing. Upon the filing of that protest, the PRC was required to hold a public hearing and consider the “effect that the issuance of the certificate would have on existing motor carriers,” before it decided to grant or deny the certificate. See § 65-2A-8(C). {24} Because we conclude that the PRC acted outside its grant of statutory authority in proceeding as if this were an uncontested matter, not requiring a public hearing, we reverse and remand so that a proper public hearing may be conducted. Accordingly, we do not need to reach the issue of whether the PRC properly approved Green Cab’s application for certificate and temporary authority; that will be decided anew after a public hearing. {25} Although these protestants are entitled to public hearing, we do not limit the authority of the hearing examiner with respect to the conduct of that proceeding. A hearing examiner, being vested with quasijudicial authority, has sound discretion in how to manage that hearing, including imposing reasonable demands upon the parties with respect to offers of proof and refinement of issues. We caution, however, that such authority should not be reposed in the PRC Staff, which participates in the hearing more as an advocate for a particular position, one that at times may conflict with certain parties. CONCLUSION {26} We reverse and remand to the PRC for further proceedings consistent with this opinion. {27} IT IS SO ORDERED. RICHARD C. BOSSON, Justice WE CONCUR: PETRA JIMENEZ MAES, Chief Justice EDWARD L. CHÁVEZ, Justice CHARLES W. DANIELS, Justice BARBARA J. VIGIL, Justice Bar Bulletin - March 5, 2014 - Volume 53, No. 10 39 Orpheus: A Musical Revue Delight in the classic Greek myth Orpheus with musical twists performed by members of Musical Theatre Southwest. This fun, lighthearted rendition of the epic tale uses original pop music to tell the myth of Orpheus. March 22, 2014 • 8 p.m. State Bar of New Mexico Auditorium 5121 Masthead NE, Albuquerque Tickets are $15 and can be reserved by contacting Aaron Fields at [email protected] or 619-302-2662. All proceeds go to the State Bar Foundation and Musical Theatre Southwest. 40 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 Member Benefit credit card processing Recommended by over 60 bar associations! Call 866.376.0950 or visit www.affiniscape.com/nmbar “AffiniPay” is a registered ISO/MSP of Harris, N.A., Chicago, IL. Donald J. 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The publisher reserves the right to review and edit ads, to request that an ad be revised prior to publication or to reject any ad. Cancellations must be received by 10 a.m. on Thursday, 13 days prior to publication. For more advertising information, contact: Marcia C. Ulibarri at 505-797-6058 or e-mail [email protected] Classified Positions City Attorney The City of Rio Rancho seeks to fill the position of City Attorney. The City Attorney is a City Charter position in a Council – Manager form of government. The City Attorney provides legal counsel to the Governing Body, the City Manager, and all City departments, boards and commissions, as well as represents the City in all legal proceedings. The position supervises a Deputy City Attorney, two Assistant City Attorneys, and two legal technicians. The position requires a significant ability to deal with complex, controversial issues of law and policy in representing the state’s third largest city. Experience in a wide range of municipal law, land use law, labor and personnel law, contracts and public finance is critical. The position requires a Juris Doctor from an accredited university, a license to practice in New Mexico, seven years of relevant experience, and a minimum of three years of relevant supervisory experience. The City Attorney is selected by the City Manager and approved by the City’s Governing Body. Salary is dependent upon qualifications, with a general range of $104,000 to $130,000 per year. The City also provides an excellent benefit package. To apply: Please email a cover letter, resume and salary history to [email protected]. com. The job posting may be viewed at ci.rio-rancho.nm.us/Employment/Career Center and will close on 3/17/14. Lawyer-A Position The Depar tment of Hea lt h, Of f ice of General Counsel seeks to fill a Lawyer-A (DOH#10689) position in Santa Fe. The position requires a Juris Doctorate Degree and five (5) years of experience in the practice of law. The purpose of this position is to perform an advanced level of professional legal services for the Department of Health in the area of employment law. Position will provide services in litigation, rendering legal opinions, drafting legal documents, interpreting law, legal research and analysis, negotiation and administrative hearings. Applicants must be licensed to practice in New Mexico, be in good standing and have no history of professional disciplinary actions. Salary ranges from $20.93/hr to $37.20/hr. THIS POSTING WILL BE USED TO CONDUCT ONGOING RECRUITMENT AND WILL REMAIN OPEN UNTIL ALL POSITIONS HAVE BEEN FILLED. To apply: Access the website for the NM State Personnel Office; www.spo.state.nm.us. Click on Apply for a state Government Job. The State of New Mexico is an Equal Opportunity Employer Senior Trial Attorney The 13th Judicial District Attorney’s Office is accepting resumes for an experienced Attorney to fill the position of Senior Trial Attorney in the Cibola (Grants), Sandoval (Bernalillo) or Valencia (Belen) County Offices. This position requires substantial knowledge and experience in criminal prosecution, rules of criminal procedure and rules of evidence, as well as the ability to handle a full-time complex felony caseload. Admission to the New Mexico State Bar and a minimum of five years as a practicing attorney are also required. Salary commensurate with experience. Send resumes to Kathleen Colley, District Office Manager, P.O. Box 1750, Bernalillo, NM 87004 or via E-mail to [email protected] Deadline for submission: Open until filled. Proposals to Provide Legal Services The Risk Management Division of the General Services Department for the State of New Mexico is requesting proposals to provide legal services. The purpose of the Request for Proposal (RFP) is to solicit sealed proposals to establish a contract through competitive negotiations for the procurement of professional legal services to the State of New Mexico through the General Services Department/Risk Management Division to meet its broad range of legal needs. Attorneys and law firms should submit proposals for one or more of the following areas of law in which they have expertise including: general tort liability; medical malpractice; law enforcement and corrections liability; employment law; civil rights; insurance, subrogation and contractual indemnity; construction; property rights and usage; and workers’ compensation. For additional information please visit: http://www.generalservices.state.nm.us/ riskmanagement/Solicitations.aspx Associate Attorney Law Offices of Lynda Latta, LLC seeks associate attorney for fast paced family law and criminal misdemeanor defense. Spanish speaking. Good computer and communication skills. Able to multitask and has great attention to detail. Send resume and writing sample via fax: 242-3125, mail: 715 Tijeras Ave. NW, 87102 or email: [email protected] Senior Staff Attorney The Hartford has an opening for a Senior Staff Attorney in Albuquerque, NM. Minimum 5+ years law practice, preferably within the insurance defense industry dealing with tort/ general liability and workers’ compensation matters. Please submit resume to lorraine. [email protected]. Entry Level Associate Attorney The Deschamps Law Firm, LLC, in Socorro, NM has an opening for an entry level associate attorney. Must relocate to Socorro area. Please submit resume to shiloh@deschampslawfirm. com or to P.O. Drawer 389, Socorro, NM 87801. Criminal Defense Attorney Turner Law Office is currently seeking a Criminal Defense Attorney in Southwest New Mexico. If interested, please contact Stephanie Verdugo to set up interviews at 575-544-4306. Are You Tired of Living by the Billable Hour? Would You Like to Get Into Court? The New Mexico Human Services Department (HSD), Child Support Enforcement Division (CSED) seeks to fill attorney positions throughout the State. You can join a team of professionals, help your fellow citizens, and practice law without the complication of filling out timesheets. With CSED, you represent HSD to establish paternity, prepare and negotiate appropriate support orders and enforce child support obligations. These positions involve review, preparation and trial of cases in child support hearings in district court and administrative courts and/or the direction of staff in preparation of legal documents. These positions will provide advice on policies and programs in furtherance of strategic goals. CSED positions currently available are: Attorney – A (Advanced) in Roswell, New Mexico; Attorney – A (Advanced) in Alamogordo, New Mexico; Attorney – O (Operational) in Farmington, New Mexico; Attorney – O (Operational) in Santa Fe, New Mexico; Attorney – O (Operational) in Rio Rancho, New Mexico; Attorney – O (Operational) in Las Vegas, New Mexico; Attorney – O (Operational) in Clovis, New Mexico; Attorney – O (Operational) in Roswell, New Mexico. All attorney positions with HSD require a Juris Doctorate, admission to the New Mexico Bar, and the appropriate legal experience. Salary ranges for an Attorney – A (Advanced) are $20.93 to $37.20/hr and Attorney – O (Operational) are $18.54 to $32.96/hr. To apply: access the website: www. spo.state.nm.us and click on Apply for a State Government job. The State of New Mexico is an Equal Opportunity Employer. WHY WORK FOR CSED? You make a difference in people’s lives! Associate Attorney Lightning Legal Group is expanding and in need of an attorney with experience serving the people of New Mexico with family law issues. Please fax resume and salary history to 866.319.3058. All inquiries maintained as strictly confidential. Bar Bulletin - March 5, 2014 - Volume 53, No. 10 43 Assistant District Attorney The Fifth Judicial District Attorney’s office has an immediate position open to a new or experienced attorney. Salary will be based upon the District Attorney Personnel and Compensation Plan with starting salary range of an Associate Trial Attorney to a Senior Trial Attorney ($41,685.00 to $72,575.00). Please send resume to Janetta B. Hicks, District Attorney, 400 N. Virginia Ave., Suite G-2, Roswell, NM 88201-6222 or e-mail to [email protected]. District Public Defenders: 2nd, 5th, 9th and 12th Judicial Districts The Law Offices of the New Mexico Public Defender is recruiting applicants for the positions of District Public Defenders for the Alamogordo, Albuquerque, Clovis, and Carlsbad. These are exempt positions within a state agency which is overseen by an independent commission and reports directly to the Chief Public Defender. The District Public Defender positions are high senior level trial and management positions within the agency and will be responsible for all department operations in their assigned judicial districts. Qualified applicants must be licensed to practice law in New Mexico or admitted to the New Mexico State Bar Association within one year of appointment, have a minimum of eight years criminal litigation or appellate experience at the misdemeanor and felony level. Additionally applicants must have a minimum of three years of experience managing a law office to include attorney and non-attorney staff. Salary range is from $64,877 to $ 91,247 annually and will depend on location and experience. Please direct questions to Barbara Auten, HR Director, at (505) 500-6486. Application deadline is 12:00 p.m. March 7, 2014. Please fax resume, letter of interest, five professional references with contact information and a writing sample to (505) 476-0357, or e-mail at Barbara.Auten@ state.nm.us. The State of New Mexico is an equal opportunity employer. Assistant Trial Attorney/ Senior Trial Attorney Taos County The Eighth Judicial District Attorney’s Office is accepting applications for an Assistant Trial Attorney or Senior Trial Attorney in the Taos Office. The position will be responsible for a felony caseload and have at least two (2) to four (4) years as a practicing attorney in criminal law. This is a mid-level to an advanced level position. Salary will be based upon experience and the District Attorney Personnel and Compensation Plan. Please send interest letter/resume to Daniel L. Romero, Chief Deputy District Attorney, 105 Albright Street, Suite L, Taos, New Mexico 87571 or [email protected]. 44 Deputy Chief Public Defender The Law Offices of the New Mexico Public Defender is recruiting applicants for the position of Deputy Chief Public Defender. This is an exempt position within a state agency which is overseen by an independent commission and reports directly to the Chief Public Defender. The Deputy Chief Public Defender is an executive management position within the agency and is responsible for agency operations throughout the state which will require periodic overnight travel. Qualified applicants must be licensed to practice law in New Mexico or admitted to the New Mexico State Bar Association within one year of appointment, have a minimum of ten years criminal litigation or appellate experience at the misdemeanor and felony level. Additionally applicants must have a minimum of three years of experience managing a law office to include supervising attorney and non-attorney staff which includes experience managing statewide or regional programs. Salary range is from $78,390.00 to $95,810.00 depending on experience. Please direct questions to Barbara Auten, HR Director, at (505) 500-6486. Application deadline is 12:00 p.m. March 7, 2014. Please fax resume, letter of interest, five professional references with contact information and a writing sample to (505) 476-0357, or e-mail at Barbara.Auten@ state.nm.us. The State of New Mexico is an equal opportunity employer. Associate Attorney Scott & Kienzle, P.A. seeks associate attorney with 0 to 5 years of experience. Practice areas include foreclosure, litigation, collections, bankruptcy, insurance, and Indian law. Responsibilities include opening a file through pretrial, arbitration, trial, and appeal. Please email a letter of interest, salary requirements, and résumé to Paul Kienzle at paul@ kienzlelaw.com Lawyer Position Guebert Bruckner P.C. seeks an attorney with up to five years experience and the desire to work in tort and insurance litigation. If interested, please send resume and recent writing sample to: Hiring Partner, Guebert Bruckner P.C., P.O. Box 93880, Albuquerque, NM 87199-3880. All replies are kept confidential. No telephone calls please. Associate Attorney West Law Firm in Albuquerque is seeking an associate with 1 to 5 years experience practicing civil litigation. Construction insurance defense experience preferable. All inquiries will be kept confidential. Please send resume to [email protected] Bar Bulletin - March 5, 2014 - Volume 53, No. 10 Two Full Time Positions WILLIAM F. DAVIS & ASSOC., P.C. a law firm located in North East Albuquerque, is accepting applications for two full time positions. Our practice consists primarily of Chapter 7, 11 & 13 bankruptcy proceedings and general business and commercial litigation. Our firm offers competitive salary, excellent benefits and a positive work environment. Positions are available immediately. ASSOCIATE ATTORNEY – with 3 to 5 years experience in bankruptcy, commercial law, and litigation. Candidates should have a strong academic background, and excellent writing and research skills and be licensed in New Mexico. Salary is commensurate with experience. ATTORNEY – with 0 to 2 years experience with motivation to learn and grow in a dynamic law firm concentrating in the area of bankruptcy. Candidate should be willing to work hard and learn the bankruptcy practice. Law school courses/ experience in Bankruptcy, Secured Transactions and UCC preferred. Candidate must be licensed in New Mexico. Please send resume via email to: [email protected] and state the position you are applying for in the subject text. Governor Exempt General Counsel Position The NM Human Services Department seeks to fill the Governor Exempt General Counsel position in Santa Fe. This position is responsible for assisting the HSD in administering its programs within the parameters of federal and state laws and regulations. The incumbent will provide interpretation of those laws and regulations and represent the HSD in state and federal court and before administrative tribunals. The General Counsel position provides program and policy managementdevelopment, implementation and evaluation for the Office of General Counsel, advises the Secretary and Division Directors on legal issues, litigates lawsuits, reviews proposed contracts, regulations, policies and Joint Power Agreements and supervises attorneys and support staff. The incumbent will review and/ or draft legislation and lobby for approval with Legislature, prepare legal documents and represent the Department and the OGC at meetings with external stakeholders such as attorneys, public officials, legislative bodies and other agencies. The position requires a Juris Doctor and a minimum of six (6) years legal experience. Salary ranges from $27.03 to $66.91/hr. Please submit resume, bar card and cover letter to NM HSD, Office of the Secretary, Attn: HSD Secretary Sidonie Squier, PO Box 2348, Santa Fe, NM 87504. The State of New Mexico is an Equal Opportunity Employer Associate Attorney Position Riley, Shane & Keller, P.A., an Albuquerque AV-rated defense firm, seeks an Associate to help handle our increasing case load. We are seeking a person with one to five years experience. Candidate should have a strong academic background as well as skill and interest in research, writing and discovery support. Competitive salary and benefits. Please fax or e-mail resumes and references to our office at 3880 Osuna Rd., NE, Albuquerque, NM 87109 c/o Office Manager (fax) 505-883-4362 or [email protected] Attorneys Attorneys needed for 2 openings. 1 requires litigation exp. for trials, court hearings, mediations, discovery...2nd attorney, 0-5 yrs exp. Must be able to multi-task in a high volume, fast paced reputable, growing law firm rep. numerous nationwide banking clients. Nice office in the Journal Center area. Good benefits (hol, vac, sick, health, dent, retir. & more). Submit in conf. cover letter, resume, sal hist & req to [email protected] 13th Judicial District Attorney Associate Trial Attorney for Valencia County The 13th Judicial District Attorney’s Office is accepting resumes for an entry level Associate Trial Attorney for the Valencia County (Belen) office. The position requires misdemeanor, juvenile and possible felony cases. Upon request, be prepared to provide a summary of cases tried. Salary is based upon experience. Send resumes to Kathleen Colley, District Office Manager, PO Box 1750, Bernalillo, NM 87004 or via E-Mail to: [email protected]. nm.us Deadline for submission of resumes: until position is filled. Assistant U.S. Attorney Positions The U.S. Attorney’s Office for the District of New Mexico is recruiting for Assistant U.S. Attorney (AUSA) positions. The AUSA will serve in either the Civil or Criminal Division in either Albuquerque or Las Cruces, NM. Qualifications: Applicants must possess a J.D. degree, be an active member, in good standing, of the bar (any jurisdiction), and have at least one (1) year post-J.D. experience. Salary Information: AUSA pay is administratively determined based, in part, on the number of years of professional attorney experience. The range of pay for this position is $51,403 to $136,049 including locality pay. These positions are being announced under two different announcements. The complete vacancy announcement may be viewed at: http://www. justice.gov/careers/legal/, under Employment Opportunities, announcement numbers 14-AUSA-NM-1 (Civil) and 14-AUSA-NM-2 (Criminal). Legal Secretary/Assistant Do you have 3 or more years experience as a legal secretary? Are you familiar with civil litigation, court rules and filing procedures? Are your clerical, organization, computer and word processing skills exceptional? Then send your resume to this well respected, highly productive law firm at [email protected] The Baker Law Firm Legal Secretary Small busy civil litigation law firm needs experienced legal secretary. Experience includes electronic filing in federal and state courts, drafting legal documents and discovery, scheduling, ordering records, etc. Proficient in Microsoft Office, including Word, Outlook, and Excel. Must be organized and a team player. Please expect a “working” interview (up to two hours) which will verify qualified applicants’ skills. Please submit resumes to [email protected] Paralegal Immigration law firm is currently seeking a Spanish-speaking paralegal. We are looking to hire someone who is interested in a career in immigration law and is interested in working in a fast paced environment on complex legal cases. The paralegal will prepare and file immigrant visa petitions, applications for adjustment of status, asylum, naturalization, waivers and other administrative processes before the Department of Homeland Security and Department of State. The position will also assist in our removal cases before the Immigration Courts. We are willing to provide training in immigration law and procedure. Bachelor's degree, prefer 1-3 years of experience in a law firm, excellent organization and English writing skills, computer literacy, and an interest in human rights and immigration matters. Fluency in Spanish (written and oral) is required. Competitive salary and benefits. Applicants should e-mail to [email protected] their resume, cover letter, references and a writing sample. Legal Assistant Busy insurance and civil defense firm seeks full-time legal assistant with minimum five years experience in insurance defense and civil litigation. Position requires a team player with paralegal skills in addition to strong word processing skills including proficiency with Word Perfect, knowledge of court systems and superior clerical and organizational skills. Minimum typing speed of 75 wpm. Excellent work environment, salary and benefits. Send resume and references to Riley, Shane & Keller, P.A., Office Manager, 3880 Osuna Rd., NE, Albuquerque, NM 87109 or e-mail to [email protected] Paralegal and Legal Assistant One Paralegal and one Legal Assistant needed soon – to replace two assistants, both leaving our office for law school! Must be bright, consistent, detail-oriented and team players, with excellent writing and organizational skills. Full-time position, M-F 8 to 5. See our Mission Statement at www.ParnallLaw.com. Email cover letter, resume, references and grade transcripts to [email protected]. Paralegal Paralegal wanted for Plaintiff’s civil litigation firm. Growing law firm seeks a full time experienced paralegal who is well organized, detail oriented and has the ability to work independently. Candidate must have prior experience in civil litigation with an emphasis in personal injury. 5+ years experience preferred. Salary will be commensurate with experience. Please forward resumes to: Hiring Partner, Bleus & Assoc. LLC, 2633 Dakota NE, Albuquerque, NM 87110 or email to [email protected]. Paralegal Stiff, Keith & Garcia, LLC, a successful insurance defense firm, seeks sharp energetic paralegal. Must be a self-starter, detail-oriented, organized, and have excellent communication skills. A four-year degree or paralegal degree, and insurance defense and/or personal injury experience required. Bilingual in Spanish a plus. Please e-mail your resume and list of references to [email protected]. Administrative Assistant The Office of University Counsel is seeking an organized, detail-oriented individual who can work in a fast-paced, multi-task legal environment. The person in this position of Administrative Assistant - Legal, under general supervision, will provide confidential administrative support to the Office of University Counsel. Must have working knowledge oflegal terminology and formats, and experience in providing support on medical malpractice litigation matters. The minimum requirements are a high school diploma or GED and at least 5 years of experience directly related to the duties and responsibilities. TO APPLY: For complete information including closing dates, minimum requirements, and instructions on how to apply for this or any UNM position please visit our website at http://UNMJobs.unm.edu, or call (505) 277-6947, or visit our HR Service Center at 1700 Lomas Blvd NE, Suite 1400, Albuquerque, NM 87131. EEO/AA Bar Bulletin - March 5, 2014 - Volume 53, No. 10 45 Full-Time Receptionist/ Legal Secretary Small busy law firm seeking experienced, full-time Receptionist/Legal Secretary, knowledge of Microsoft Word necessary. Salary negotiable. Send Resume to Margo Danoff, Office Manager, 1225 Rio Grande Blvd. NW, Albuquerque, NM 87104, Fax to (505) 266-4330 or email to mdanoff@ qwestoffice.net. Office Spaces for Lease Two attractive office spaces for lease in the downtown Abq historic Hudson House. Rent includes telephone, equipment, access to fax, copier, conference rooms, parking, library, and reference materials. Referrals and cocounsel opportunities. For more information, call the offices of Leonard DeLayo at 505-2433300, ask for Meg. Full Service Office Available Now Positions Wanted Paralegal Experienced mature paralegal seeks part-time or contract work in Santa Fe. Please contact Tish Gallarda at (505) 603-7442 or tishgllrda@ aol.com. Resume and excellent written references will be provided. Services Briefs, Research, Appeals— Leave the writing to me. Experienced, effective, reasonable. [email protected] (505) 281 6797 All inclusive offices now available by the hour, day or month conveniently located in Albuquerque at I-25 & Paseo. Call Joy Davis at 7969600 for tour. www.officealternatives.com www.facebook.com/officealternatives.com Law Office for Rent Special Offices for Lease Now 5th/Tijeras just 1/2-4 blocks to downtown firms, Courts, City/County. Large, medium & 2 moderately sized offices, all well- furnished for lawyers. From $300-1300. Ilene greets your visitors & serves refreshments in spacious waiting area, & answers calls to your phone #. On-site parking; 14 & 8 seat conf rooms;high-speed copier, scanner, fax using your client codes. Filtered water, refrigerator & microwave. 7 firms enjoy referrals & collegiality. Ron Morgan @ 220-0480 Miscellaneous Will Search Law Office for rent in larger office with two other attorneys. Office only for $375 per month. Other items including internet, telephone, fax, available (price negotiable) if needed. No lease requirement. Front door parking. Located at 8010 Menaul NE (two blocks west of Wyoming). Call: Hal Simmons, 299-8999 I am searching for a Last Will and Testament of Kiet Truong. Anyone with knowledge of such a document please contact the Law Office of Benjamin Hancock at 505-508-4343, or via e-mail at [email protected]. ENews Website Services Do you need a website, better website, more clients? Our internet marketing service is by an attorney for attorneys. Complete website packages starting at $350 a month. www. legalmarketingguru.com Call today 1-855487-8101 stay connected... E MEET YOU AT TH Office Space Office Space Available New Mexico non-profit organization has extra office space at its new location. Two or three single office spaces available. Separate entrance and reception area with professional presentation. Great downtown location with ample parking. Price includes gas, water and electricity. Tenant pays own phone and internet. Call Abby at (505) 255-2840 for more information and pricing. INBOX! • Have you received your ENews yet? • It’s placed in your inbox every Friday. • Get the latest updates on CLE classes, member benefits, and other law-related activities around New Mexico. 3 Large Offices Available To Rent! BEST LOCATION IN TOWN, 1 Block or less to all courthouses. Up to 4 large offices available, secretary space,library, security, receptionist, cleaning, parking, phone, etc. included. Call Office Manager at 247-2972. 46 To subscribe to ENews free of charge, contact [email protected]. Bar Bulletin - March 5, 2014 - Volume 53, No. 10 Vehicle Accidents Has Your Client Made a Full Recovery? Have you asked yourself: Is anything wrong with the vehicle’s safety systems that may have caused your client’s injury or death? Did you check if the airbag deployed late or not at all? Did you check the seatbelts for evidence of unlatching? Did you evaluate roof crush? Did you check to see if a door opened? Did the seats deform? Did the vehicle catch on fire? Vehicle safety systems routinely fail during accidents and expose people to the risks of serious injuries and death. To ensure your clients’ have obtained a full recovery, a crashworthiness evaluation of the vehicle must be conducted. At the TRACY law firm, we constantly question how the vehicle’s safety systems perform during an accident. Call Todd Tracy and discuss whether or not your client’s safety systems failed to provide proper protection in the accident. The TRACY law firm is a nationwide law practice dedicated to the issue of identifying vehicle safety systems that violate the principles of crashworthiness. The law firm www.vehiclesafetyfirm.com 214‐324‐9000 5473 Blair Rd, Ste . 200, Dallas, Texas 75231 Bar Bulletin - March 5, 2014 - Volume 53, No. 10 47 2014 Annual Meeting – Bench and Bar Conference Make it a Get-A-Way. July 17-19, 2014 Hyatt Regency Tamaya Resort and Spa 1300 Tuyuna Trail, Santa Ana Pueblo, NM 888-421-1442 https://resweb.passkey.com/go/STNM2014 Early Room Registration $159* - single/double $219* - Jr. Suite $50/$60 (single/double) - Regency Club * Add $10 resort fee to room rates (discounted from $20). Cutoff date: June 25 For more information contact Kris Becker, 505-797-6038.