Estate Of Maurice Ernest V Paul W Brown Jr MdEstate Of Maurice Ernest V Paul W Brown Jr Md
Syllabus
This syllabus constitutes no part of the opinion of the Court but has been prepared by the Reporter of Decisions for the convenience of the reader.
Reporter of Decisions: Kimberly K. Muschong
Keran Ernest, as personal representative of the estate of Maurice Ernest, brought a medical malpractice action in the Genesee Circuit Court, alleging that defendants failed to properly diagnose and treat Maurice when he presented to the emergency department at McLaren Regional Medical Center on July 16, 2020, with chest pain; Maurice died the following day. Plaintiff received letters of authority on June 7, 2021, which authorized her to act on behalf of Maurice‘s estate. Plaintiff sent defendants a notice of intent to sue (NOI) as required by
The trial court, Celeste D. Bell, J., granted defendants’ motions for summary disposition and dismissed plaintiff‘s complaint with prejudice, holding that plaintiff‘s complaint was untimely under Waltz. Plaintiff filed a claim of appeal in the Court of Appeals and a bypass application in the Supreme Court. The Supreme Court denied the bypass application. 513 Mich 1047 (2024). In an unpublished per curiam opinion, issued March 20, 2025 (Docket No. 368566), the Court of Appeals, CAMERON, P.J., and GARRETT and MARIANI, JJ., affirmed the trial court‘s decision, noting that it was bound by Waltz. Plaintiff sought leave to appeal in the Supreme Court, and the Supreme Court ordered and heard oral argument on the application, asking the parties to address whether Waltz correctly held that
In an opinion by Justice BERNSTEIN, joined by Chief Justice CAVANAGH and Justices WELCH, BOLDEN, and HOOD, the Supreme Court, in lieu of granting leave to appeal, held:
- Waltz erred by concluding that
MCL 600.5856 does not toll the additional period permitted for filing wrongful-death actions inMCL 600.5852 .MCL 600.5852 incorporates a period of limitations, such thatMCL 600.5856 operates to tollMCL 600.5852 ; accordingly, plaintiff‘s complaint was timely filed.
Prior to Waltz,
Jurists have criticized Waltz since its inception. The fundamental flaw in the Waltz decision is that it characterized
- Stare decisis considerations weigh in favor of overruling Waltz. If a court determines that a case was wrongly decided, the court examines several factors in considering whether the
decision ought to be retained or overturned. One of these factors—whether the law or relevant facts have changed such that the prior decision should be overruled—does not favor overruling Waltz. However, other factors—whether the decision defies practical workability and whether reliance interests would work an undue hardship were the decision to be overruled—weigh in favor of overruling Waltz. Regarding workability, while Waltz is not difficult to apply, it has been subject to widespreаd, consistent criticism. Further, Waltz impermissibly shortened the time provided by the Legislature for people to file medical malpractice claims, and it did so with little basis in the statutory language. And in considering reliance interests, that Waltz erroneously read the statutory text is significant because where a judicial decision disrupts legitimate citizen expectations by misreading or misconstruing a statute, it is that court itself that has disrupted the reliance interest. Only a small set of litigants is affected by Waltz—those alleging a wrongful death who also attempt to benefit from the tolling of the limitations period. And no defendant has provided a persuasive explanation as to how medical malpractice defendants have altered their behavior because of reliance on Waltz.
Court of Appeals’ judgment reversed; case remanded to the trial court for further proceedings.
Justice ZAHRA, dissenting, would have held that the plain language of
Justice THOMAS, joined by Justice ZAHRA, dissenting, saw no compelling reason to discard Waltz‘s holding where (1) it creates an administrable procedural rule that has been the governing law for more than 20 years and has not been shown to cause substantial real-world harm given the avenues available to avoid dismissal of a claim by filing a timely medical malpractice action notwithstanding its holding, (2) it has nоt been applied outside of its specific context, (3) it interpreted statutory language that did not unambiguously address the issue and used distinct legal terms of art, (4) it did not depart from then-existing precedent, as no court had previously resolved this issue, and (5) there have been no changes in the facts or law since Waltz was issued that undermine its holding. The majority gives almost dispositive weight to the view that Waltz was wrongly decided by using that conclusion to buttress multiple parts of its stare decisis analysis, and its analysis effectively operates under the presumption that Waltz should be overruled unless doing so would cause substantial harm. For stare decisis to do meaningful work, it carries with it a presumption in favor of retaining precedent. It is important to apply stare decisis in a principled manner out of respect for the Supreme Court and to ensure legitimacy and public respect for its decisions. Justice THOMAS discerned no strong or compelling reason to overrule Waltz that went beyond her skepticism of its conclusion.
BERNSTEIN, J.
I. FACTUAL BACKGROUND
On July 16, 2020, Maurice Ernest experienced chest pain and discomfort, and he presented to the emergency department at McLaren Regional Medical Center in Flint. After an initial exam, Dr. Paul Brown transferred Maurice to the cardiac unit for observation. Dr. Elmahdi M. Saeed was the attending physician in the cardiac unit at that time. Dr. Farouk M. Belal examined Maurice and noted a provisional diagnosis of acute coronary syndrome and hypokalemia. The next day, Maurice died from a bilateral pulmonary embolism. Plaintiff, Keran Ernest, as personal representative of Maurice‘s estate, filed a medical malpractice action against defendants, Brown, Saeed, Belal, Cypress Cardiology, PLLC, and McLaren Health Care Corporation, alleging that they failed to properly diagnose and treat Maurice.
At issue here is the timeliness of plaintiff‘s complaint. The alleged malpractice occurred on July 16, 2020. Plaintiff received letters of authority on June 7, 2021, which authorized her to act on behalf of Maurice‘s estate. Plaintiff sent defendants a notice of
Defendants sought summary disposition under
(1) whether Waltz v Wyse, 469 Mich 642 (2004), correctly held that
MCL 600.5856(c) does not toll the additional period permitted for filing wrongful-death actions provided inMCL 600.5852 ; and (2) if Waltz was incorrectly decided, whether it should nonetheless be retained under principles of stare decisis, Robinson v City of Detroit, 462 Mich 439, 463-468[; 613 NW2d 307] (2000). [Ernest v Brown, ___ Mich ___, ___; 25 NW3d 673, 673 (2025).]
II. WHETHER WALTZ WAS CORRECTLY DECIDED
A. STANDARD OF REVIEW AND PRINCIPLES OF STATUTORY INTERPRETATION
A trial court‘s decision on a motion for summary disposition brought under
B. MEDICAL MALPRACTICE
The Legislature has set out a comprehensive scheme governing the timeliness of medical malpractice claims involving alleged wrongful deaths. First and foremost, a medical malpractice cause of action is subject to a general two-year statutory limitations period.
In wrongful-death actions,
(1) If a person dies before the period of limitations has run or within 30 days after the period of limitations has run, an action that survives by law may be commenced by the personal representative of the deceased person at any time within 2 years after letters of authority are issued although the period of limitations has run.
(2) If the action that survives by law is an action alleging medical malpractice, the 2-year period under subsection (1) runs from the date letters of authority are issued to the first personal representative of an estate. Except as provided in subsection (3), the issuance of subsequent letters of authority does not enlarge the time within which the action may be commenced.
(3) If a personal representative dies or is adjudged by a court to be legally incapacitated within 2 years after his or her letters are issued, the successor personal representative may commence an action alleging medical malpractice that survives by law within 1 year after the personal representative died or was adjudged by a court to be legally incapacitated.
(4) Notwithstanding subsections (1) to (3), an action shall not be commenced under this section later than 3 years after the period of limitations has run.
In short,
C. PRE-WALTZ CASELAW
Prior to the Waltz decision, this Court—and others—characterized
Despite this general agreement, our decision in Miller v Mercy Mem Hosp, 466 Mich 196, 202; 644 NW2d 730 (2002), then complicated matters. In Miller, the Court considered whether the six-month discovery provision in
Except as otherwise provided in this subsection, an action involving a claim based on medical malpractice may be commenced at any time within the applicable period prescribed in section 5805 or sections 5851 to 5856, or within 6 months after the plaintiff discovers or should have discovered the existence of the claim, whichever is later.
We explained that, because
D. WALTZ
Against this convoluted backdrop, this Court in Waltz considered the exact question we consider now—whether
Waltz held that
Justice MICHAEL F. CAVANAGH dissented, joined by Justice MARILYN J. KELLY. The dissenting justices believed that the majority failed to provide proper deference to Omelenchuk and that Lindsey and Miller did not support the majority‘s holding. Id. at 660, 663-664 (M. F. CAVANAGH, J., dissenting). Rather, the dissent opined that Lindsey and Miller confirmed that
E. ANALYSIS
We hold that Waltz erred by concluding that
To begin, Waltz has long been considered suspect by a number of jurists. See Poniewierski v William Beaumont Hosp Royal Oak, 513 Mich 859, 860 (2023) (WELCH, J., dissenting, joined by M. K. CAVANAGH and BOLDEN, JJ.) (questioning whether Waltz was correctly decided); Poniewierski v William Beaumont Hosp Royal Oak, unpublished per curiam opinion of the Court of Appeals, issued December 1, 2022 (Docket No. 356925) (N. P. HOOD, J., concurring) (noting that he concurred with the Court of Appeals’ decision because the Court of Appeals was bound by Waltz); Mullins v St Joseph Mercy Hosp, 271 Mich App 503, 514; 722 NW2d 666 (2006) (MURPHY, J., dissenting) (stating the belief that Waltz was wrongly decided); Ward v Siano, 272 Mich App 715, 736; 730 NW2d 1 (2006) (O‘CONNELL, J., concurring) (noting that Waltz was confusing and set up a trap for prospective plaintiffs); Mazumder v Univ of Mich Bd of Regents, 270 Mich App 42, 62-63; 715 NW2d 96 (2006) (criticizing Waltz for establishing “a judicial obstacle” that “could not have been intended by the Legislature“), rev‘d 480 Mich 1045 (2008); McLean v McElhaney, 269 Mich App 196, 207 n 2; 711 NW2d 775 (2005) (O‘CONNELL, P.J.,
The fundamental flaw in the Waltz decision is that it characterized
Much of Waltz‘s error, however, can be traced to the flaws of Miller. As explained, while the Miller Court classified the six-month discovery rule in
Further complicating matters, neither Miller nor Waltz discussed the difference in how cases had previously described
While this Court does not resort to legislative history when the statutory scheme is unambiguous, see In re Certified Question, 468 Mich 109, 115 n 5; 659 NW2d 597 (2003), reference to legislative history provides further support for our holding. Waltz‘s holding implied that the Legislature did not intend
In 1993, the Legislature introduced a sea change of tort reform in the medical malpractice context. In particular, these changes included the NOI requirement and its corresponding 182-day notice period, which included the acknowledgment that the statute of limitations is to be tolled during this notice period. 1993 PA 78. The purpose of the NOI requirement, we have explained, is to “promote settlement without the need for formal litigation and reduce the cost of medical malpractice litigation while still providing compensation for meritorious medical malpractice claims that might otherwise be
Nothing in the statutory scheme or its history indicates that the Legislature intended for
III. STARE DECISIS
Finding that a decision was wrongly decided is only the first step in determining whether that decision should be overturned. This is because, under the dоctrine of stare decisis, “principles of law deliberately examined and decided by a court of competent jurisdiction should not be lightly departed.” Coldwater v Consumers Energy Co, 500 Mich 158, 172; 895 NW2d 154 (2017) (quotation marks and citations omitted).
If a court does determine that a case was wrongly decided, the court then examines several factors in considering whether the decision ought to be retained or overturned: (1) “whether the decision defies practical workability,” (2) “whether reliance interests would work an undue hardship were the decision to be overruled,” and (3) “whether changes in the law or facts no longer justify the decision.” Coldwater, 500 Mich at 173. We consider each factor in turn.
In determining whether a decision is practically unworkable, this Court may consider “whether the decision has been met with criticism, whether its application has been contested or difficult, and, in the context of statutory interpretation, whether a reader of the underlying statute would be unable to rely on its plain meaning in light of the decision‘s departure from that meaning.” Ottgen v Katranji, 511 Mich 223, 240; 999 NW2d 359 (2023). As noted earlier, the Waltz decision has been subject to widespread
Next, in considering reliance interests, the Court examines the interests of groups, individuals, the government, and the public at large. Ottgen, 511 Mich at 243.6 Similarly, the Court “must ask whether the previous decision has become so embedded, so accepted, so fundamental, to everyone‘s expectations that to change it would produce not just readjustments, but practical real-world dislocations.” Coldwater, 500 Mich at 173 (quotation marks and citation omitted). Put another way, this factor examines whether overruling a сase “would produce chaos,” McCormick, 487 Mich at 213 (quotation marks and citation omitted), and whether “the prior decision has caused a large number of persons to attempt to conform their conduct to a certain norm,” Paige, 476 Mich at 511. Because Waltz did just that. Although some Waltz issues might stem from attorney error, not all do. A personal representative or other nonlawyer—relying on the statutory language—might contact an attorney after it is too late to file a wrongful-death action under Waltz. Put differently, because Waltz effectively reduced the additional time allotted under
It would be strange to conclude that Waltz has become so embedded, accepted, or fundamental to society‘s expectations that overruling it would produce significant dislocations, given the number of jurists and litigants over the last two decades that have called its reasoning into question. Indeed, that Waltz erroneously read the statutоry text is significant under this factor as well because where a judicial decision disrupts “legitimate citizen expectations by misreading or misconstruing a statute, it is that court itself that has disrupted the reliance interest.” Robinson, 462 Mich at 467. Therefore, overruling cases that misinterpret statutory language helps carry out “the bedrock principle of American constitutionalism, i.e., that the lawmaking power is reposed in the people as reflected in the work of the Legislature, and, absent a constitutional violation, the courts have no legitimacy in overruling or nullifying the people‘s representatives.” Id.
While Waltz was decided more than 20 years ago, there is no reason to believe that chaos will result from overruling the decision. As acknowledged by all parties, only a small set of litigants is affected by Waltz—those alleging a wrongful death who also attempt to benefit from the tolling of the limitations period. To the extent that reliance interests come into play at all in these circumstances, we fail to see how defendants would be at a significant disadvantage simply by allowing for a cause of action to be tolled for, at most, 182 days in a small number of cases. Indeed, prior to Waltz, tolling was permissible in these circumstances, and no defendant or their supporting amici has demonstrated that defendants were prejudiced under the rule as it existed at that time.
The final factor asks this Court to consider whether the law or relevant facts have changed such that the prior decision should be overruled. There has been no substantive change in the law or our underlying factual assumptions. See Coldwater, 500 Mich at 174. This factor, thus, does not favor overruling Waltz.
On balance, we conclude that stare decisis weighs in favor of overruling Waltz.9 We now clarify that
Our interpretation of the statutory scheme is reflective of the statute‘s plain language. Waltz “altered the balance from that intended by the Legislature by imposing extra-textual burdens . . . .” McCormick, 487 Mich at 214. By overruling Waltz, we restore the legislative meaning to the statute. When this Court restores the statutory interpretation that the drafting Legislature, elected by the public, intended, the public interest is necessarily served. Moreover, Waltz was an abrupt change of precedent. As noted, Hardy explained that
IV. CONCLUSION
We overrule Waltz‘s holding that the tolling provision of
Richard H. Bernstein
Megan K. Cavanagh
Elizabeth M. Welch
Kyra H. Bolden
Noah P. Hood
ZAHRA, J. (dissenting).
The majority opinion overrules Waltz v Wyse,1 which has stood for more than 20 years, by largely regurgitating the poorly reasoned and unnecessarily convoluted dissenting opinion in Waltz. There is no dispute that
(1) If a person dies before the period of limitations has run or within 30 days after the period of limitations has run, an action that survives by law may be commenced by the personal representative of the deceased person at any time within 2 years after letters of authority are issued although the period of limitations has run. (2) If the action that survives by law is an action alleging medical malpractice, the 2-year period under subsection (1) runs from the date letters of authority are issued to the first personal representative of an estate. Except as provided in subsection (3), the issuance of subsequent letters of authority does not enlarge the time within which the action may be commenced.
(3) If a personal representative dies or is adjudged by a court to be legally incapacitated within 2 years after his or her letters are issued, the successor personal representative may commence an action alleging medical malpractice that survives by law within 1 year after the personal representative died or was adjudged by a court to be legally incapacitated.
(4) Notwithstanding subsections (1) to (3), an action shall not be commenced under this section later than 3 years after the period of limitations has run.
The plainest indicator that
The majority claims that ”Waltz has long been considered suspect by a number of jurists.” Pathetically, the majority opinion names a total of six jurists, four of whom constitute the current justices of this Court who have signed the majority opinion. One
More importantly, the Legislature did not act to correct these jurists’ concerns when the Legislature amended the statute in question in 2012. At the time Waltz was decided,
If a person dies before the period of limitations has run or within 30 days after the period of limitations has run, an action which survives by law may be commenced by the personal representative of the deceased person at any time within 2 years after letters of authority are issued although the period of limitations has run. But an action shall not be brought under this provision unless the personal representative commences it within 3 years after the period of limitations has run.
In 2012, the Legislature amended the statute to have four subsections.2 The current statute is quoted earlier in this opinion. The first sentence in the prior version is now Subsection (1), and the language remained exactly the same. The second sentence became Subsection (4), with no substantive change to the language. The Legislature added Subsection (2) to limit the saving period to a single two-year period from the date letters of authority are
The Legislature did not take this amendment process as an opportunity to state that
The majority opinion‘s stare decisis analysis is perfunctory and heavily biased in favor of overruling Waltz. Justice THOMAS has penned a compelling opinion disagreeing with the majority opinion‘s stare decisis analysis, which I join.
Brian K. Zahra
THOMAS, J. (dissenting).
I. INTRODUCTION
The question in this case is whether we should overrule our prior decision in Waltz v Wyse, 469 Mich 642; 677 NW2d 813 (2004). Stare decisis (i.e., adherence to a previous ruling of this Court) “is generally the preferred course because it promotes the evenhanded, predictable, and consistent development of legal principles, fosters reliance on judicial decisions, and contributes to the actual and perceived integrity of the judicial process.” Robinson v Detroit, 462 Mich 439, 463; 613 NW2d 307 (2000) (quotation marks and citation omitted). While stare decisis is not “an inexorable command” that precludes the
I am not categorically opposed to overruling precedent, but there must be a compelling reason to overrule a case. It is not enough that I disagree with the decision and that overruling it would not cause substantial harm; that approach threatens to flip stare decisis on its head by creating a presumption that this Court should overrule precedent with which it disagrees. We may not do so. Instead, even if we would have resolved the issue differently, we should refrain from overruling precedent absent a compelling reason.1
I tend to agree with the majority that Waltz was wrongly decided, and I agree that there would not be a significant disruption of reliance interests if Waltz were overruled. However, the majority does not persuasively identify any strong or compelling affirmative reasons why Waltz should be overruled beyond disagreement with its holding. I see no compelling reason to discard Waltz‘s holding where (1) it creates an administrable procedural rule that has been the governing law for more than 20 years and has not been
In sum, because I see no strong reason to depart from stare decisis in this situation and overrule Waltz, I respectfully dissent.
II. ANALYSIS
The majority primarily organizes its stare decisis analysis through the lens of the factors articulated in Robinson, 462 Mich at 464,2 while including a footnote that nods to other relevant factors described in Justice MICHAEL CAVANAGH‘s opinion in McCormick v Carrier, 487 Mich 180, 209-214; 795 NW2d 517 (2010) (opinion by M. F. CAVANAGH, J.). Since Robinson was issued, this Court has frequently relied on the Robinson factors when examining whether to overrule a prior decision. See, e.g., Stokes v Swofford, 514 Mich 423, 451-455; 22 NW3d 97 (2024). While the Robinson factors are relevant to a stare decisis analysis, I would view them as not precluding consideration of additional
These various formulations are efforts to articulate factors that appear in different cases to provide the “something more” that is needed to overrule a decision beyond simply a legal disagreement with the result reached.4 I, therefore, consider various factors that are relevant to this inquiry.
Further, our Court has not explicitly taken this path, but some have suggested that the nature or subject matter of the rule being examined might impact the stare decisis analysis; for example, courts might treat overruling a rule of statutory interpretation differently from overruling a constitutional rule. See, e.g., Kimble v Marvel Entertainment, LLC, 576 US 446, 456; 135 S Ct 2401; 192 L Ed 2d 463 (2015); People v Tanner, 496 Mich 199, 251; 853 NW2d 653 (2014) (noting that “[w]hen questions before this Court implicate the Constitution, this Court arguably has an even greater obligation to overrule erroneous precedent“); North American Brokers, LLC v Howell Pub Sch, 502 Mich 882, 886 (2018) (McCORMACK, J., concurring) (suggesting that stare deсisis considerations might apply more strongly in cases involving property and contract rights, where reliance interests are involved). In this instance, the nature of the rule might bear on the stare decisis inquiry, in that the rule in question is a procedural filing rule that, in and of itself, does not alter any substantive legal right of a party. Further, at least on this record, this procedural rule has not been shown to be so short as to limit access to the courts in the relevant cases.
For instance, our caselaw considers not only whether we think the prior decision was legally wrong but also how clearly the Legislature (or this Court in judicial opinions preceding the one at issue) spoke on the matter and, thus, how egregiously the Court erred in its interpretation of the statutes.7 Relatedly, instead of looking only at whether the prior interpretation had some practical impact on the statute‘s applicability (which presumably would be true for all decisions interpreting a statute), we should ask how much practical difference the holding has made.8 The majority does not conduct this type of analysis in
A. PRACTICAL EFFECT OF WALTZ
I start with the practical effect of Waltz‘s holding and the potential impact of overruling that decision.9
Waltz addressed the interplay between the requirement to mail a notice of intent to sue (NOI) before filing a medical malpractice action10 and the preexisting statute providing extra time for a personal representative to file a civil action on behalf of a deceased person, see
Waltz held that the additional time provided by
Under Waltz, a claim brought on behalf of a deceased person is still subject to tolling under
Tolling is precluded only if both these periods have expired and the only remaining time to file the action is provided by
As the majority recognizes, only a relatively small set of litigants are affected by Waltz‘s holding: those who seek to file a medical malpractice action on behalf of a deceased person but do not mail the NOI during the time when a living plaintiff could file a timely claim. Additionally, in the more than 20 years since Waltz was issued, Waltz‘s reasoning has not been applied outside the context of NOI tolling of the two-year period in
As noted, Waltz‘s holding does not apply to the alternative two-year accrual or six-month discovery periods; an NOI mailed by a personal representative within either time frame triggers tolling of the remaining time in that period.23 And there is no binding Michigan appellate authority expanding Waltz‘s reasoning to any other “applicable period” for filing a medical malpractice action within
However, this Court later adopted a court rule that permitted a plaintiff to file an amended AOM that related back to the time of the original filing. See
In sum, there are myriad ways to file a timely medical malpractice action notwithstanding Waltz‘s holding. Waltz established a workable rule for attorneys and judges to apply, its holding affects a fairly narrow class of persons, and its holding has not been extended to other contexts. While I agree with the majority that overruling Waltz would not significantly disrupt current reliance interests, I don‘t believe that this fact alone justifies overruling Waltz.
B. DEPARTURE FROM STATUTORY LANGUAGE AND PRECEDENT
Next, I consider the extent to which Waltz departed from the pertinent statutory language and prior precedent.26
If a person dies before the period of limitations has run or within 30 days after the period of limitations has run, an action which survives by law may be commenced by the personal representative of the deceased person at any time within 2 years after letters of authority are issued although the period of limitations has run. But an action shall not be brought under this provision unless the personal representative commences it within 3 years after the period of limitations has run. [Emphasis added.][27]
Waltz latched onto the italicized language to conclude that the two-year personal representative period is not a “statute of limitations or repose” and, therefore, is not subject to tolling under
of certain incurred expenses under the no-fault act,
I‘m not persuaded by the majority‘s assertion that Waltz was an abrupt change of precedent. Before Waltz, there were no binding appellate decisions squarely considering or resolving this specific question. See Mullins v St Joseph Mercy Hosp, 271 Mich App 503, 533; 722 NW2d 666 (2006) (MURPHY, J., dissenting) (“Before Waltz, there did not exist any binding precedent on the particular issue of whether [
I recognize that there is significant evidence that many attorneys and jurists reasonably assumed before Waltz was decided that NOI tolling applied to the two-year period in
I disagree with the majority‘s suggestion that Waltz was a ” ‘largely unexplained departure from precedent.’ ” McCormick, 487 Mich at 211 (opinion by M. F. CAVANAGH, J.), quoting Petersen, 484 Mich at 320 (opinion by KELLY, C.J.) (emphasis added). Waltz included a section spanning approximately three pages explaining why the majority declined to rely on Omelenchuk, reasoning that the opinion employed an “imprecise choice of words” and that it was unnecessary to determine whether NOI tolling applied to
C. CHANGES IN THE LAW OR FACTS
As the majority acknowledges, there have not been changes in the law or facts that undermine Waltz‘s holding.38 The dispositive statutory language that Waltz relied upon in 2004 still remains, notwithstanding other amendments to those statutes.39 Moreover, as noted earlier, Waltz‘s reasoning has not been expanded to other contexts, and there have been developments in the law that have made it easier for a personal representative to file a timely medical malpractice action notwithstanding Waltz.40
; slip op at 11 (holding that one who improperly filed a medical malpractice action before they were named personal representative of an estate could apply the relation-back statute,
As the majority notes, Judge O‘CONNELL‘s concurrence in Ward v Siano briefly suggests that Waltz‘s holding creates an unfair trap for unsuspecting plaintiffs to navigate. Ward v Siano, 272 Mich App 715, 736; 730 NW2d 1 (2006) (O‘CONNELL, J., concurring).44 This sentiment was likely apt when he said it in 2006; there is significant evidence that Waltz upset settled expectations when it was decided.45 But Waltz has been the law for more than 20 years and, over that time, has become the new settled expectation. And for the reasons I‘ve explained, I don‘t see this new norm for a procedural filing rule—even if wrong—as creating a situation that justifies departing from stare decisis.
In sum, I see no legal or factual changes that provide a strong or compelling justification for overruling Waltz. To the contrary, Waltz‘s holding has not been applied to other contexts, and subsequent decisions have mitigated the practical effect of its holding by making it easier for а personal representative to file a timely medical malpractice action.
III. CONCLUSION
As the majority recognizes, the question of whether to overrule a prior decision requires us ” ‘to balance two competing considerations: the need of the community for stability in legal rules and decisions and the need of courts to correct past errors.’ ” McCormick, 487 Mich at 211 (opinion by M. F. CAVANAGH, J.), quoting Petersen, 484 Mich at 314 (opinion by KELLY, C.J.). This is a delicate balance that can lead to reasonable and principled disagreement between jurists. I recognize the awkwardness of retaining a decision that one believes is legally wrong, and I do not question whether courts have an obligation to correct past errors in appropriate circumstances. At the same time, I believe it is important to apply stare decisis in a principled manner out of respect for this Court and to ensure legitimacy and public respect for our decisions. In this situation, I can discern no strong or compelling reason to overrule Waltz that goes beyond my skepticism of its conclusion. Thus, I respectfully dissent.
Kimberly A. Thomas
Brian K. Zahra