The issue that we must resolve in this certified appeal is whether a person who was prevented by state law from marrying or entering into a civil union with her domestic partner at the time that tortious conduct occurred, but who can establish that the couple would have been married if the marriage had not been barred, may maintain a loss of consortium claim arising from the tortious conduct. The plaintiffs, Margaret A. Mueller
"On January 10, 2006, Mueller commenced the present action against the defendants seeking recovery for medical malpractice. The third amended complaint, dated November 19, 2007, alleges, in relevant part, that the defendants are liable to [Stacey] for loss of consortium. In support of these claims, the amended complaint contains the following allegations regarding [Stacey's] relationship with Mueller: (1) `At all times since June, 1985, [Stacey and Mueller] have been domestic partners and have lived together as partners for the past twenty-one years'; (2) `On or about November 12, 2005, [Stacey and Mueller] were joined in a civil union under Connecticut's civil union statute'; and (3) `Since 1985, [Stacey and Mueller]... have supported each other both financially and emotionally.'" (Footnotes omitted.) Mueller v. Tepler, supra, 132 Conn. App. at 744-45, 33 A.3d 814.
"On December 6, 2007, the defendants filed a motion to strike [Stacey's] loss of consortium claims. In this motion, the defendants argued that [Stacey] and Mueller `had not entered into a legal civil union/marriage prior to or during the dates of the alleged negligent acts [and therefore Stacey] cannot recover for loss of consortium....' [Stacey] filed an objection to this motion [in which she] argued that `because civil unions were unavailable at the time... Mueller was injured, [the complaint] states a valid claim for loss of consortium against [the] defendants.'
Stacey then appealed to the Appellate Court, claiming that she was entitled to damages for loss of consortium because, "although she was not married to Mueller before the defendants' negligent actions occurred, she and Mueller would have formalized their relationship, but for the unconstitutional deprivation of their right to do so under the provisions of state law existing at that time." Id., at 746, 33 A.3d 814. The defendants contended that the complaint was defective because the plaintiffs had not made the allegation that they were "married or had entered into a civil union ... or that [they] wanted to ... before [Mueller's] injury in 2001."
Stacey's first claim on appeal is that the Appellate Court improperly affirmed the judgment of the trial court in favor of the defendants on an alternative ground that the defendants had not raised in the trial court. Specifically, Stacey claims that: (1) the Appellate Court improperly reviewed the defendants' unpreserved claim that the complaint's loss of consortium claims were legally insufficient because the complaint did not allege that the plaintiffs would have been married or entered into a civil union at the time of the tortious conduct if they had not been barred from doing so under the law of this
The following additional procedural history is relevant to our resolution of this issue. In the plaintiffs' objection to the defendants' motion to strike the loss of consortium claims, they contended that the rationale of the holding in Gurliacci that "the formal marriage relation forms the necessary touchstone to determine the strength of commitment between the two individuals which gives rise to the existence of consortium between them in the first instance"; (internal quotation marks omitted) Gurliacci v. Mayer, supra, 218 Conn. at 564, 590 A.2d 914; "only has logical force ... if the couple was capable of entering into a `formal marriage relation' prior to the injury." The plaintiffs further contended that "[t]he absence of a civil union between them prior to the date of the injury was simply a function of the legal impossibility and does not in any way bear upon the strength of their commitment."
By the time that the plaintiffs filed their main brief in the Appellate Court, this court had issued its decision in Kerrigan v. Commissioner of Public Health, 289 Conn. 135, 263, 957 A.2d 407 (2008), concluding that this state's marriage laws were unconstitutional under the state constitution to the extent that they barred same sex couples from marrying. See footnote 7 of this opinion. The plaintiffs contended in their brief that "[r]ecognizing that same-sex spouses who would have been married absent legal impossibility may claim loss of consortium damages is the `wise judicial policy' when the sole reason that they were not legally married at the time of the underlying tortious conduct was a now repudiated public policy against legal recognition of lifelong same-sex relationships." (Emphasis in original.) In response, the defendants contended, inter alia, that the plaintiffs had failed to allege in their complaint that they would have entered into a civil union or a marriage before or during the dates of the alleged tortious conduct if they had been legally allowed to do so. Accordingly, they argued, the complaint was "devoid of any allegations which would suggest that ... Stacey's claim is any different from a heterosexual cohabitating with an unmarried lover." As we have indicated, the Appellate Court agreed with the defendants' contention and affirmed the judgment of the trial court in favor of the defendants on that ground.
Stacey claims on appeal to this court that the Appellate Court improperly resolved the case on the basis of an alternative ground for affirmance that the defendants had failed to raise in the trial court, namely, that the complaint was legally insufficient because it failed to allege that the plaintiffs would have been married or in a civil union at the time of the tortious conduct if doing so had not been barred under the law of this state.
We agree with the defendants that, as a general rule, a party may not raise a claim in a certified appeal to this
We also conclude, however, that the Appellate Court's affirmance of the judgment of the trial court in favor of the defendants should be reversed pursuant to the plain error doctrine.
Stacey's second claim on appeal is that, if she amends the complaint on remand to allege that she and Mueller would have been married or in a civil union when the underlying tort occurred if they had not been barred from doing so under the laws of this state, the trial court must deny the defendants' motion to strike her loss of consortium claims pursuant to Gurliacci v. Mayer, supra, 218 Conn. at 564, 590 A.2d 914, on the ground that the plaintiffs were not married at that time.
"We begin by setting out the well established standard of review in an appeal from the granting of a motion to strike. Because a motion to strike challenges the legal sufficiency of a pleading and, consequently, requires no factual findings by the trial court, our review of the court's ruling on the [defendants' motion] is plenary.... We take the facts to be those alleged in the complaint that has been stricken and we construe the complaint in the manner most favorable to sustaining its legal sufficiency.... Thus, [i]f facts provable in the complaint would support a cause of action, the motion to strike must be denied." (Internal quotation marks omitted.) Violano v. Fernandez, 280 Conn. 310, 317-18, 907 A.2d 1188 (2006).
This court also has held, however, that a spousal loss of consortium claim may be maintained only if the plaintiff and the injured spouse were married "at the time of the actionable injury to the plaintiff." Gurliacci v. Mayer, supra, 218 Conn. at 562, 590 A.2d 914. In Gurliacci, the plaintiff, Louis Gurliacci, raised a loss of consortium claim arising from an injury to his wife that had occurred while the couple was engaged to be married and cohabiting, but before they were actually married. Id., at 561, 590 A.2d 914. This court stated that "[t]he language and reasoning in Hopson focus on the marital relationship as it existed on the date of the injury. There is no indication in Hopson or later Connecticut decisions to support ... Gurliacci's claim that a person who is not married to the victim of the tort at the time of the injury may, upon marriage, bring a claim for loss of consortium." (Footnote omitted.) Id., at 562-63, 590 A.2d 914. This court explained that the rationale for the marriage requirement "is that the formal marriage relation forms the necessary touchstone to determine the strength of commitment between the two individuals which gives rise to the existence of consortium between them in the first instance."
The defendants in the present case contend that Stacey's position is no different than that of the plaintiff in Gurliacci and, therefore, that our decision in that case is controlling here. Stacey contends that, to the contrary, her position is different than Gurliacci's position because she was barred from marrying or entering into a civil union with Mueller under the law of this state before the tortious conduct occurred.
We agree with Stacey's claim that this court should expand the common-law claim for loss of consortium to members of couples who were not married when the tortious conduct occurred, but who would have been married if the marriage had not been barred by state law.
We also conclude that we should expand the action for loss of consortium to plaintiffs in Stacey's position. As this court recognized in Kerrigan v. Commissioner of Public Health, supra, 289 Conn. at 261, 957 A.2d 407, the attitudes and needs of society with respect to same sex relationships and marriage have changed significantly in recent decades. See id. ("as we engage over time in the interpretation of our state constitution, we must consider the changing needs and expectations of the citizens of our state" [internal quotation marks omitted]); see also id., at 262, 957 A.2d 407 ("our conventional understanding of marriage must yield to a more contemporary appreciation of the rights entitled to constitutional protection").
We begin with this court's holding in Gurliacci v. Mayer, supra, 218 Conn. at 564, 590 A.2d 914, that a plaintiff who was not married to the injured person when the underlying tort occurred cannot maintain a loss of consortium claim. That determination was based on the presumption that, if a couple had the level of mutual commitment that customarily leads to marriage and wanted to be married before the underlying tort occurred, the couple would have been married. See id. ("the formal marriage relation forms the necessary touchstone to determine the strength of commitment between the two individuals" [internal quotation marks omitted]); see also Gillespie-Linton v. Miles, 58 Md.App. 484, 492, 473 A.2d 947 (1984) ("[p]resumably, when parties wish social and legal recognition of their relationship, they marry"). The court in Gurliacci also implicitly assumed that existing marriage laws were consistent with public policy and, therefore, that any couple that wanted to be married and whose marriage would be consistent with public policy could be married. As this court recognized in Kerrigan v. Commissioner of Public Health, supra, 289 Conn. at 135, 957 A.2d 407, however, the marriage laws that existed at the time that the tortious conduct in the present case occurred were not consistent with public policy because they did not reflect existing societal attitudes toward same sex relationships and marriage. Because the plaintiffs in the present case could not have been married before the date of the tortious conduct even if they had the requisite commitment and desire, and because the bar on same sex marriage was inconsistent with public policy, we conclude that it would be both illogical and inequitable to require proof that the plaintiffs were actually married when the underlying tort occurred as a prerequisite to bringing a loss of consortium claim.
We further conclude that none of the public policies that this court considered in Hopson and Gurliacci would be undermined by allowing a member of a same sex couple to maintain a loss of consortium claim if he or she can prove that the couple would have been married when the underlying tort occurred if not for the fact that they were barred from doing so under the laws of this state. The public policy in favor of recognizing such claims is the policy favoring the compensation of individuals for the loss of a "variety of intangible relations which exist between spouses living together in marriage ... [including] affection, society, companionship and sexual relations." (Citation omitted; internal quotation marks omitted.) Hopson v. St. Mary's Hospital, supra, 176 Conn. at 487, 408 A.2d 260. Gurliacci identified the following three public policies in favor of limiting compensation to married couples: if the couple is not married, the couple presumably did not have the "strength of commitment ... which gives rise to the existence of consortium between them in the first instance"; (internal quotation marks omitted) Gurliacci v. Mayer, supra, 218 Conn. at 564, 590 A.2d 914; "an individual should not be permitted to marry a cause of action"; id., at 564 n. 28, 590 A.2d 914; and "liability for injury must be delineated at some point for public policy reasons." Id. Similarly, the court in Hopson recognized that loss of consortium claims should not be recognized if doing so would impair reasonable expectations and reliance interests in a "serious way...." Hopson v. St. Mary's Hospital, supra, at 495-96, 408 A.2d 260.
Addressing each of these public policy factors in turn, we conclude, first, that the "intangible elements" of the
We further conclude that allowing plaintiffs in Stacey's position to maintain a loss of consortium claim would not undermine any of the public policies that this court identified in Mendillo v. Board of Education, supra, 246 Conn. at 456, 717 A.2d 1177, when it considered whether it should recognize loss of parental consortium claims. Those factors include the public policy against imposing third party liability on tortfeasors; see id., at 480-85, 717 A.2d 1177; and whether extending the cause of action to the new class of plaintiffs would create "significant risks of affecting conduct in ways that are undesirable as a matter of policy"; id., at 483, 717 A.2d 1177; require this court to impose arbitrary limitations on the cause of action; id., at 486, 717 A.2d 1177; impose an undue economic burden on the general public; id., at 487, 717 A.2d 1177; or create a risk of multiple recoveries. Id., at 489, 494, 717 A.2d 1177. In addition, this court has considered the decisions of our sister states; id., at 490-92, 717 A.2d 1177; and the degree to which the new loss of consortium claim resembles a spousal loss of consortium claim. Id., at 493, 717 A.2d 1177.
We recognize, as this court did in Mendillo, that we must start from the presumption that no such liability will be imposed absent "satisfaction of a special policy inquiry."
Recognizing loss of consortium claims under the circumstances of the present case also would not require this court to impose arbitrary limitations on the cause of action; id., at 486, 717 A.2d 1177; impose an undue economic burden on the general public; id., at 487, 717 A.2d 1177; or create a risk of multiple recoveries. Id., at 489, 717 A.2d 1177. As we have indicated, the requirement that a member of an unmarried couple who raises a loss of consortium claim must prove that the couple would have been married when the underlying tort occurred but for the existence of a bar on such marriages under the laws of this state and that public policy does not disfavor such marriages places inherent limits on the scope of such claims. Accordingly, the economic burden created by our recognition of such claims is inherently limited. Indeed, according to the defendants in the present case, Stacey is the only plaintiff in this state who is seeking to maintain a loss of spousal consortium claim under these circumstances.
In addition, the risk of multiple recoveries under these circumstances is no greater than the risk of multiple recoveries by couples who were married when the underlying tort occurred. See Hopson v. St. Mary's Hospital, supra, 176 Conn. at 493-94, 408 A.2d 260 (difficulty of assessing damages for loss of spousal consortium claims does not militate against recognizing such claims). The requirement that the plaintiff prove that the couple would have been married or in a civil union when the underlying tort occurred if they had not been barred from doing so necessarily means that only one person will be able to bring a loss of consortium claim as the result of an injury to another person.
The Massachusetts Supreme Judicial Court rejected Kalish's claim. The court in Charron pointed out that, in Goodridge, the court had "stayed the entry of judgment of its decision for 180 days to permit the [l]egislature to take such action as it may deem appropriate.... The purpose of the stay was to afford the [l]egislature an opportunity to conform the existing statutes to the provisions of the Goodridge decision." (Citation omitted; internal quotation marks omitted.) Id. The court in Charron concluded that, because the court in "Goodridge granted same-sex couples the right to choose to be married after a specific date," and did not state that "people in same-sex, committed relationships... would be considered married before they obtained a marriage license" or that "it was amending, in any way, the laws concerning the benefits available to couples who marry to make up for past discrimination against same-sex couples," Kalish was not entitled to maintain a loss of consortium claim. Id., at 773, 798 N.E.2d 941. The court also observed that, "however sympathetic we may be to the discriminatory effects the marriage licensing statute had before our Goodridge decision, as counsel conceded at oral argument, to allow Kalish to recover for a loss of consortium if she can prove she would have been married but for the ban on same-sex marriage could open numbers of cases in all areas of law to the same argument." Id.
Relying on Charron, the defendants in the present case contend that allowing Stacey to maintain a loss of consortium claim would amount to a retroactive application of the constitutional holding in Kerrigan and would open the floodgates to claims for other marital benefits. We find Charron unpersuasive. The issue before us in this case is whether we should expand the judicially created right to maintain a loss of consortium claim as "a matter of policy... based on the changing attitudes and needs of society"; Craig v. Driscoll, supra, 262 Conn. at 339, 813 A.2d 1003; not whether, as a remedy for the constitutional violation that this court recognized in Kerrigan, same sex couples who can prove that they would have been married as of a particular date if their marriage had not been barred should be deemed to have been married as of that date or be entitled
For the foregoing reasons, we conclude that, if Stacey amends the complaint on remand to allege that she and Mueller would have been married or in a civil union when the underlying tort occurred if they had not been barred from doing so under the laws of this state, the trial court must deny the defendants' motion to strike her loss of consortium claims.
The judgment of the Appellate Court is reversed and the case is remanded to that
In this opinion the other justices concurred.
The second issue on which this court granted certification was: "Did the Appellate Court properly conclude that [Stacey] was not entitled to loss of consortium damages where she was not married to her domestic partner at the time of the partner's injury because neither civil unions nor same sex marriages were recognized at that time?" Mueller v. Tepler, supra, 304 Conn. at 909, 39 A.3d 1120. The Appellate Court did not reach the merits of this issue, however, because it affirmed the judgment of the trial court on the ground that the plaintiffs' complaint had not alleged that Stacey and Mueller would have been married or in a civil union at the time of the alleged tortious conduct if doing so had not been legally impossible under the laws of this state. Accordingly, we also have reframed the second certified question. As we explain in footnote 14 of this opinion, this claim is reviewable because, in light of our resolution of the first claim, it is likely to arise on remand.
With respect to couples who could have been married before the underlying tort occurred, nothing in this opinion changes the bright line rule that this court adopted in Gurliacci, under which the courts will conclusively presume that, if the couple was not married, they did not have "the strength of commitment ... which gives rise to the existence of consortium between them in the first instance." (Internal quotation marks omitted.) Gurliacci v. Mayer, supra, 218 Conn. at 564, 590 A.2d 914. We recognize that there may be situations in which the presumption may not reflect reality, as, for example, when a husband-to-be was injured as he proceeded down the church aisle to be married. Nevertheless, the rule's general reasonableness as applied to couples who could have married before the underlying injury occurred and its ease of application outweigh the potential harshness of its application in outlying cases.