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DHM Design v. Catherine Morzak
05-15-00103-CV
| Tex. App. | Jun 19, 2015
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Background

  • Plaintiff Catherine Morzak fell at city park bleachers and sued for negligent design of seating/stairs; she initially sued architect BRS and attached a certificate of merit by architect Tony DiNicola addressing BRS.
  • After learning DHM Design (a landscape architect) had designed the seating/stairs, Morzak amended to add DHM within ~2 months of learning that fact and within 10 days of the statute of limitations expiring.
  • She attached the original certificate (which addressed BRS) to the amended petition and later filed a second sworn certificate stating the first certificate “applies to” both BRS and DHM.
  • DHM moved to dismiss under Tex. Civ. Prac. & Rem. Code § 150.002 for failure to file a timely/sufficient certificate of merit specific to DHM.
  • Trial court denied DHM’s motion, found good cause for an extension, and Morzak appealed; the Court of Appeals reviewed statutory construction de novo and the dismissal ruling for abuse of discretion.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether Morzak filed a §150.002 certificate contemporaneously with the first petition asserting claims against DHM The First Certificate (and later Second Certificate) are sufficient to cover DHM Morzak failed to file any certificate specifically addressing DHM with the first amended petition that added DHM Court: Morzak failed the contemporaneous filing requirement; dismissal required
Whether a certificate must identify the specific defendant and conduct First Certificate applies collectively to both firms; specificity unnecessary Statute requires the affidavit to set forth specific conduct of the named professional Court: Certificate must identify the particular defendant and that defendant’s specific conduct; collective/borrowed certificate insufficient
Whether Morzak satisfied §150.002(c) to obtain the automatic 30-day extension (filed within 10 days of limitations) Filing within 10 days of limitations entitled her to the extension; trial court found good cause Extension requires (1) filing within 10 days of limitations AND (2) allegation that time constraints prevented preparing the affidavit Court: Morzak did not allege inability to prepare the affidavit; she failed the statute’s twin prerequisites and was not entitled to the automatic extension
Whether the belated Second Certificate cured defects The Second Certificate tied DHM to the First Certificate and thus cured defects DHM: Second Certificate still fails because it does not specifically attribute conduct to DHM Court: Did not reach merits because timeliness/extension failures dispositive; noted Second Certificate fails to specifically describe DHM’s conduct

Key Cases Cited

  • Morrison Seifert Murphy, Inc. v. Zion, 384 S.W.3d 421 (Tex. App.—Dallas 2012) (standard of review and certificate purpose)
  • JJW Dev., L.L.C. v. Strand Sys. Eng’g, Inc., 378 S.W.3d 571 (Tex. App.—Dallas 2012) (certificate must accompany first pleading that asserts claims against a given professional)
  • Robert Navarro & Assocs. Eng’g, Inc. v. Flowers Baking Co. of El Paso, LLC, 389 S.W.3d 475 (Tex. App.—El Paso 2012) (collective assertions of negligence insufficient)
  • Crosstex Energy Servs., L.P. v. Pro Plus, Inc., 430 S.W.3d 384 (Tex. 2014) (both prerequisites to §150.002(c) extension must be met)
  • State v. Shumake, 199 S.W.3d 279 (Tex. 2006) (statutory construction principles)
  • Eichelberger v. St. Paul Med. Ctr., 99 S.W.3d 636 (Tex. App.—Dallas 2003) (analogue on need to identify defendant and breaches in expert report)
Read the full case

Case Details

Case Name: DHM Design v. Catherine Morzak
Court Name: Court of Appeals of Texas
Date Published: Jun 19, 2015
Docket Number: 05-15-00103-CV
Court Abbreviation: Tex. App.