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Estate of Lillian Love Ballard v. Genesee Pediatric Pc
344474
Mich. Ct. App.
Jun 4, 2019
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Background

  • Five-year-old Lillian died in 2013 from an anaphylactic reaction after ingesting a milk-containing product at a pediatric clinic.
  • Donnert was appointed personal representative of Lillian’s estate and sued for wrongful death; the estate settled confidentially with Genesee Pediatric in May 2018.
  • Donnert’s proposed court-approved distribution allocated the majority of net proceeds to her and only $4,000 to Lillian’s father, Scott Ballard.
  • Ballard, who had been intermittently involved in Lillian’s life (military service, some visits, provided military medical insurance), objected as an interested party and requested one-half of the net settlement.
  • The trial court held an evidentiary hearing, found Ballard’s involvement minimal over most of Lillian’s life, increased his share to $12,000 (from $4,000), and approved the remainder to Donnert.
  • Ballard appealed the distribution; the Court of Appeals reviewed for clear error and affirmed the $12,000 award.

Issues

Issue Plaintiff's Argument (Donnert) Defendant's Argument (Ballard) Held
Whether the trial court’s allocation of wrongful-death settlement proceeds was fair and equitable The proposed distribution reflected the relative losses and Donnert’s primary caretaking role; $4,000 to Ballard was appropriate given his limited involvement Ballard sought one-half of net proceeds, arguing he suffered loss of companionship and had a close relationship with Lillian Trial court did not clearly err; it increased Ballard’s share to $12,000 but rejected his one-half demand as unsupported by the record

Key Cases Cited

  • Reed v. Breton, 279 Mich. App. 239 (2008) (trial court must hold a hearing and approve wrongful-death settlement distribution)
  • In re Claim of Carr, 189 Mich. App. 234 (1991) (no precise formula for loss-of-companionship awards; measure relationship by objective behavior and time shared)
  • McTaggart v. Lindsey, 202 Mich. App. 612 (1993) (assessing the nature of claimant–decedent relationship for wrongful-death damages)
  • Landin v. Healthsource Saginaw, Inc., 305 Mich. App. 519 (2014) (credibility and factual findings on damages are for the factfinder)
Read the full case

Case Details

Case Name: Estate of Lillian Love Ballard v. Genesee Pediatric Pc
Court Name: Michigan Court of Appeals
Date Published: Jun 4, 2019
Docket Number: 344474
Court Abbreviation: Mich. Ct. App.