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Electronically Filed Supreme Court SCAP-XX-XXXXXXX 04-JUN-2024 07:56 AM SCAP-XX-XXXXXXX Dkt. 26 OP
IN THE SUPREME COURT OF THE STATE OF HAWAIʻI ________________________________________________________________
HELG Administrative Services, LLC, as Conservator for Curtis Pomaikai Panoke, a.k.a. Curtis P. Panoke, a.k.a. Curtis Panoke, an Incapacitated Person, and Katarine Hokulani Panoke Gec, Plaintiffs-Appellees,
vs.
Department of Health, State of Hawaiʻi; Mark A. Fridovich, Ph.D; William P. Sheehan, M.D.; Chiyome L. Fukino, M.D.; Linda Rosen, M.D.; Virginia Pressler, M.D.; Defendants-Appellees,
and
GEO Care, Inc., GEO Care, LLC, Correct Care, LLC, Correct Care Solutions, LLC dba The Columbia Regional Care Center, Defendants-Appellants. ________________________________________________________________
APPEAL FROM THE CIRCUIT COURT OF THE FIRST CIRCUIT (CAAP-XX-XXXXXXX; CIV. NOS. 1CC181000825; 1CC191000332)
JUNE 4, 2024
RECKTENWALD, C.J., McKENNA, EDDINS, GINOZA, and DEVENS, JJ.
OPINION OF THE COURT BY McKENNA, J.
I. Introduction
This personal injury case presents an issue of first
impression: whether an adult child’s claim of loss of parental
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consortium is cognizable when the parent has not died but has
entered a persistent vegetative state and will not recover.
The defendants (GEO Care, Inc.; GEO Care, LLC; Correct
Care, LLC; and Correct Care Solutions, LLC, dba The Columbia
Regional Care Center; collectively “GEO Care”) point out that in
Halberg v. Young, 41 Haw. 634, 642 (Haw. Terr. 1957), this court
held “no action exists in favor of a child for injuries
sustained by the parent not resulting in the parent’s
death.” Consistent with U.S. common law doctrine at that time,
Halberg held that three minor children’s claims for damages
arising out of their mother’s injury for “loss of acts of
kindness, care, attention and other incidents of the parent and
child relationship” failed to state a claim upon which relief
could be granted. 41 Haw. at 634, 635, 642.
The plaintiffs (including Hoku Gec, the adult child of
Curtis Panoke, the individual now in a persistent vegetative
state, collectively “plaintiffs”), however, point out that
in Masaki v. General Motors Co., 71 Haw. 1, 22, 780 P.2d 566,
578 (1989), we held that “a parent may recover damages for the
loss of filial consortium of an injured adult child.” In
Masaki, an adult was rendered a quadriplegic, and this court
affirmed his parents’ damage award for loss of filial
consortium, noting that “severe injury may have just as
deleterious an impact on filial consortium as death.” Masaki,
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71 Haw. at 4, 19-20, 566 P.2d at 569, 577. Masaki also
contained the following footnote, which left open the issues we
address today:
In Halberg v. Young, 41 Haw. 634 (1957), we followed the traditional common-law rule and held that no cause of action exists in favor of a child for injuries sustained by his parents. Appellants claim that our decision in Halberg is dispositive of the instant case because a parent’s claim for the lost consortium of a child is merely the reciprocal of a child’s claim for the lost consortium of his parents. While we recognize that the two actions are analogous in many respects, the issue of parental consortium is not before us today.
Masaki, 71 Haw. at 19 n.8, 566 P.2d at 576 n.8.
The plaintiffs also note that the United States District
Court for the District of Hawaiʻi (“federal district court”)
interpreted Masaki to have implicitly overruled Halberg. The
federal district court anticipated that this court would
recognize an adult child’s claim for loss of parental consortium
in a case of parental injury. Marquardt v. United Airlines, 781
F. Supp. 1487, 1492 (D. Haw. 1992) (“It is this court’s
considered judgment that if presented with the facts present
here the Supreme Court of Hawaii would expressly overrule
Halberg. This court thus finds that a cause of action for loss
of parental consortium now exists under Hawaii Law and that [the
adult child] may maintain an action for the loss of consortium
of her [injured] mother.”); see also Mettias v. United States,
Civ. No. 12-00527 ACK-KSC, 2015 WL 1931082, at *35 (D. Haw. Apr.
21, 2015) (following Marquardt).
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Based on the reasons discussed below, we now recognize a
child’s loss of parental consortium claim when a parent is
severely injured, whether the child is a minor or an adult.
II. Background
On February 28, 2019, HELG Administrative Services, LLC (as
conservator for Curtis Panoke) and Katja Gec (as limited
conservator for Panoke’s minor daughter, K.H.P.G.1) filed a post-
Medical Inquiry and Conciliation Panel (“MICP”) complaint2
against GEO Care and the State of Hawaiʻi Department of Health;
Mark A. Fridovich, Ph.D; William P. Sheehan, M.D.; Chiyome L.
Fukino, M.D.; Linda Rosen, M.D.; and Virginia Pressler, M.D.3
The complaint alleged as follows: The Columbia Regional Care
Center is “a 374-bed private detention healthcare facility for
individuals not competent to stand trial and found not guilty by
reason of insanity.” The State of Hawaiʻi Department of Health
1 During the pendency of the circuit court proceedings, Panoke’s minor daughter K.H.P.G. (Katarina Hokulani Panoke Gec, or “Hoku”) reached the age of majority and was substituted in as a plaintiff in lieu of Katja Gec.
2 The plaintiffs explained that they submitted an inquiry to the MICP on May 21, 2018 regarding the medical torts alleged in the complaint. They then filed what they call their “pre-MICP complaint” in case number 1CC181000825 on May 24, 2018. The MICP held a proceeding regarding the inquiry on November 29, 2018. On January 8, 2019, the MICP issued a written notice of termination of the inquiry. Therefore, the plaintiffs filed what they refer to as their “post-MICP complaint” on February 28, 2019 in case number 1CC191000332. The circuit court consolidated the pre-MICP proceedings (1CC18100825) and post-MICP proceedings (1CC191000332).
3 The parties later stipulated to dismiss Fridovich, Sheehan, Fukino, Rosen, and Pressler.
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(“DOH”) contracted4 with GEO Care to provide care to Panoke
because Panoke “posed a significant danger to HSH [Hawaiʻi State
Hospital] patients and HSH staff.”
Panoke had been charged in 2005 with assault in the second
degree after attacking an individual at an Aiea homeless
shelter. Upon his arrest, Panoke was committed to the Kekela
unit at Queen’s Medical Center for seven weeks, but when his
level of violence, aggression, and assaultive behavior became
unmanageable, he was committed to HSH. At a stipulated facts
trial, the circuit court judge acquitted Panoke of assault in
the second degree on the ground of physical or mental disease,
disorder, or defect excluding responsibility. Panoke was
committed to DOH to be placed in an appropriate institution.
In 2007, while in DOH custody at HSH, Panoke attacked a
nurse, fracturing her facial bones. The nurse required 26
stitches around her left eye. Panoke was then charged with
assault in the second degree. This time, the circuit court
found him fit for trial, Panoke pled no contest to the charge,
4 The DOH and GEO Care entered into a contract on May 1, 2010 to purchase health and human services for Panoke. Under sub-section 7.4 of the “General Conditions for Health & Human Services Contracts,” the “rights and duties of the parties to this Contract[] shall be governed by the laws of the State of Hawaiʻi.” For this reason, we apply Hawaiʻi law to this case. We also note that, even absent this provision, under this court’s modern choice-of-law jurisprudence, we would “look[] to the state with the most significant relationship to the parties and subject matter” to decide whether Hawaiʻi law would apply. Mikelson v. United Servs. Auto. Ass’n, 107 Hawaiʻi 192, 198, 111 P.3d 601, 607 (2005). Due to the choice of law provision in the contract, we need not address this determination.
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and the circuit court sentenced him to five years of
incarceration. In 2010, GEO Care accepted Panoke for mental
health treatment. DOH extended its contract with GEO Care
multiple times through 2016.
In March 2016, Panoke expressed a desire to return to
Hawaiʻi, but the DOH had not planned for him to return. During
the ensuing months, Panoke and his roommates were involved in
violent altercations. Panoke’s request to be placed in a single
room was ignored. On June 8 or 9, 2016, Panoke was attacked by
his roommates while he slept. The attack left him in a
persistent vegetative state.
Count One of the complaint alleged negligence or gross
negligence as to GEO Care and DOH; Count Two alleged negligent
infliction of emotional distress; Count Three alleged negligent
or grossly negligent hiring, training, supervision, selection,
and/or retention of defendants’ employees; Count Four alleged
breach of fiduciary duty. For each count, plaintiffs alleged
that, as a direct and proximate cause of defendants’ wrongful
conduct, they “suffered and will continue to suffer pain and
suffering, mental anguish, emotional distress, loss of quality
of life, loss of enjoyment of life, temporary and/or partial
impairment and/or disability, emotional disfigurement and/or
scarring, loss of income, economic loss, medical expenses, and
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other expenses. . . .”5 The complaint prayed for general,
special, and/or punitive damages.
GEO Care filed its answer on July 17, 2019 and its first
amended answer on August 1, 2019. Among the affirmative
defenses set forth in its answer and first amended answer, GEO
Care included “lack of standing” and that the complaint “fails
to state a claim against Defendants upon which relief can be
granted.”
On April 13, 2022, GEO Care filed a motion for summary
judgment (“MSJ”) as to all of Hoku’s claims for relief. GEO
Care first noted that it did not concede that Panoke was, in
fact, Hoku’s father, and therefore, alleged Hoku had no standing
to bring claims relating to Panoke’s injury. Moreover, GEO Care
argued, “Hawaiʻi does not recognize a cause of action by a child
for damages arising from a non-fatal personal injury to a
parent,” citing Halberg, 41 Haw. 634. GEO Care quotes Halberg
as stating that “no action exists in favor of a child for
injuries sustained by the parent not resulting in the parent’s
death.” Halberg, 41 Haw. at 642.
5 As such, the loss of parental consortium claims are derivative claims stemming from the negligence causes of action asserted by Panoke’s conservator against GEO Care and the DOH. The loss of consortium claims are not independent causes of action in and of themselves. See, e.g., Mist v. Westin Hotels, Inc., 69 Haw. 192, 199, 738 P.2d 85, 91 (1987) (“In view of the basis upon which the loss of consortium claim arises and the significant number of jurisdictions that continue to treat it as derivative, we . . . refuse to recognize the loss of consortium claim as a separate and independent cause of action and continue to treat it as derivative.”).
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Plaintiffs filed their memorandum in opposition to GEO
Care’s MSJ on June 29, 2022. Preliminarily, they submitted two
exhibits demonstrating that Hoku was Panoke’s biological child.
They went on to argue that Halberg does not take into account
the current case’s circumstances, in which a child plaintiff has
lost all manner of consortium with her father, who has been in a
persistent vegetative state for six years and will not recover.
Plaintiffs cited Masaki’s observation that “no meaningful
distinction can be drawn between death and severe injury where
the effect on [filial] consortium is concerned.” 71 Haw. at 20,
780 P.2d at 577. To further support their position, plaintiffs
pointed to Marquardt, 781 F. Supp. at 1492, in which the federal
district court interpreted Masaki as having implicitly overruled
Halberg and predicting that this court would recognize a child’s
claim for loss of parental consortium where the parent has been
injured but not killed.
In GEO Care’s reply, it counter-argued that Masaki ruled
narrowly on the parents’ claim for loss of filial consortium and
did not “directly state, or even suggest” that its ruling
applied to a child’s claim for loss of parental consortium. GEO
Care pointed to footnote 8 in Masaki, stating that “the issue of
parental consortium is not before us today.” 71 Haw. at 19 n.8,
780 P.2d at 576 n.8.
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On July 7, 2022, the circuit court held a hearing on GEO
Care’s MSJ. The court indicated it was “going to go out on a
limb” in denying GEO Care’s MSJ by declining the follow the
Halberg case. The court’s reasoning was as follows:
[T]he Court finds persuasive the Hawaii Supreme Court’s ruling in Masaki v. General Motors. Now, prior to Masaki, similar to this situation, neither the legislature nor the Hawaii courts recognized a cause of action for loss of filial consortium resulting from injury short of death caused by the wrongful conduct of another. Masaki recognized, however, that severe injury may have just as deleterious an impact on filial consortium as death. The Supreme Court further held that the cause of action was in part based upon intangible elements of love, comfort, companionship, and society between child and parent rather than the outdated concepts of a child being a servant and economic asset to the parent. And that’s important because there was a lot of language in Halberg regarding this type of child being a servant, economic asset, etc. And the Hawaii Supreme Court viewed loss of consortium more in these what they call intangible elements of love, comfort, companionship, and society. Conversely, the reasoning of Masaki, this Court would hold, would apply to the loss of parental consortium presented in this case. There’s a genuine issue of material fact as to Ms. Panoke Gec’s loss of love, comfort, companionship, and society as a result of Curtis Panoke’s injury and incapacity. While not controlling authority, this recognition of a cause of action for parental consortium based upon Masaki was the holding of the court in Marquardt v. United Airlines. Again, the Court is considering that federal court decision as, while not controlling, persuasive authority. Finally, the Court finds that the Halberg case is distinguishable factually from the instant case. While Halberg was not explicit about the type of injury suffered by the mother in the auto accident, the instant case is a case involving catastrophic injury where Mr. Panoke is in a vegetative state. Halberg was partly predicated on the premise that where a parent has been injured by the negligent act of another, the parent will recover from the other full damage which he has sustained, including inability, if any, to properly care for his children. Here Mr. Panoke’s condition and the legalities of the conservatorship does not enable him to fully recover damages for loss of consortium with regard to the daughter. So his cause of action here does not cover what Ms. Panoke -- Panoke Gec is claiming.
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So therefore, the Court will deny the motion for summary judgment.
The circuit court denied GEO Care’s MSJ in an order dated
September 9, 2022. The circuit court granted GEO Care’s
application for an interlocutory appeal, GEO Care appealed to
the ICA, and this appeal was transferred from the ICA to this
court.
III. Standard of Review: Summary Judgment
On appeal, the grant or denial of summary judgment is
reviewed de novo. Summary judgment is appropriate if there is
no genuine issue as to any material fact and the moving party is
entitled to judgment as a matter of law. See Villaver v. Sylva,
145 Hawaiʻi 29, 34, 445 P.3d 701, 706 (2019).
IV. Discussion
A. The parties’ arguments on appeal
1. GEO Care’s opening brief
GEO Care’s sole point of error on appeal is that the
circuit court erred in denying its MSJ. In its opening brief on
appeal, GEO Care argues that the circuit court disregarded
established controlling precedent (Halberg), having not been
overturned since 1957, and unjustifiably departed from the
doctrine of stare decisis. GEO Care argues that any change to
Hawaiʻi’s laws on consortium ought to be made by the legislature,
and the legislature has made no changes to Hawaiʻi Revised
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Statutes (“HRS”) § 663-1 (2016) since Halberg.6 GEO Care also
asserts the federal district court misinterpreted Masaki in
Marquardt to predict that this court would recognize loss of
parental consortium claims where a parent is injured but still
alive, because Masaki’s holding should have been limited to
filial consortium claims.
Lastly, GEO Care states that a “significant number of
states refuse to provide children with a cause of action for the
loss of parental consortium or parental care resulting from non-
6 GEO Care cites to HRS § 663-1, titled “Torts, who may sue and for what.” That statute provides the following:
Except as otherwise provided, all persons residing or being in the State shall be personally responsible in damages, for trespass or injury, whether direct or consequential, to the person or property of others, or to their spouses or reciprocal beneficiaries, children under majority, or wards, by such offending party, or the offending party’s child under majority, or by the offending party’s command, or by the offending party’s animals, domestic or wild; and the party aggrieved may prosecute therefore in the proper courts.
HRS § 663-1 is not the basis of Hoku’s loss of parental consortium claim against GEO Care; Hoku brings a common law claim, although HRS § 663-1 does specifically provide for “consequential” damages. See HRS § 1-1 (2009)(“Common law of the State; exceptions. The common law of England, as ascertained by English and American decisions, is declared to be the common law of the State of Hawaii in all cases, except as otherwise expressly provided by the Constitution or laws of the United States, or by the laws of the State, or fixed by Hawaiian judicial precedent, or established by Hawaiian usage[.]”) In this case, an adult child’s loss of parental consortium claim arises out of “Hawaiian judicial precedent,” similar to our court’s common law recognition of a filial consortium cause of action in Masaki, extrapolating from HRS § 663-3 (2016), titled “Death by wrongful act.” See Masaki, 71 Haw. at 19, 780 P.2d at 576 (“Loss of filial consortium is a recognized cause of action in Hawaii under our wrongful death statute. . . .”). Likewise, loss of parental consortium or care is a recognized cause of action under HRS § 663-3(b)(5)(“Loss of parental care, training, guidance, or education”). Thus, contrary to GEO Care’s contention, the expansion of law in this area can happen through this court’s development of common law, not primarily through legislative action.
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fatal injury caused by the alleged wrongful conduct of another,”
citing 18 cases from other jurisdictions. GEO Care relies
heavily upon one such case, Kershner v. Beloit Corp., 611 F.
Supp. 943, 947 (D. Me. 1985), for the following policy reasons
courts in other jurisdictions have refused to recognize a
child’s claim of loss of parental consortium where the parent is
injured but alive:
(1) the lack of precedent for such a cause of action; (2) the uncertainty and remoteness of the damages which would flow from such a cause of action; (3) the danger of duplication of recovery between the child and parents; (4) the unsettling effect that the creation of such a cause of action would have upon a parent’s settlement negotiations with tortfeasors; (5) the increased risk of falsification in order to recover under such a cause of action; (6) the potential for increased insurance costs; (7) the potential harm to the integrity and sanctity of the family unit; (8) the lack of statutory authority for the creation of such a cause of action; and (9) the legal basis of a child’s claim to the services of the parent under the substantive law of the state in question.
GEO Care asks this court to vacate or reverse the circuit
court’s order denying its motion for summary judgment.
2. Hoku’s answering brief
In her answering brief, Hoku argues that GEO Care’s
reliance on Halberg is misplaced because (1) cases since Halberg
have left open the possibility of recognizing a loss of parental
consortium claim when a parent is injured but not killed, citing
Masaki, 71 Haw. 1, 780 P.2d 566, and Marquardt, 781 F. Supp.
1487; and (2) this court interprets HRS § 663-3 liberally to
grant broad remedial relief, citing Lealaimatafao v. Woodward-
Clyde Consultants, 75 Haw. 544, 867 P.2d 220 (1994), and Castro
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v. Melchor, 142 Hawaiʻi 1, 414 P.3d 53 (2018) (plurality).
Further, Hoku argues that GEO Care’s use of out-of-state cases
is “irrelevant” to determining the nature and scope of a loss of
consortium claim arising under Hawaiʻi law. Nevertheless, she
cites Ueland v. Reynolds Metals Co., 103 Wash. 2d 131, 140, 691
P.2d 190, 195 (Wash. 1984), for the proposition that “a child
has an independent cause of action for loss of the love, care,
companionship and guidance of a parent tortiously injured by a
third party.” In Ueland, while acknowledging that some other
jurisdictions do not recognize such a claim, the Washington
Supreme Court stated, “We find more persuasive the reasoning
found in these decisions recognizing the cause of action. . . .
When justice requires, this court does not hesitate to expand
the common law and recognize a cause of action.” Ueland, 103
Wash. at 135-36, 691 P.2d at 193.
3. GEO Care’s reply brief
In its reply brief, GEO Care notes that Hoku does not
address its argument that the legislature should be the one to
create a loss of parental consortium claim where a parent is
injured but still alive. GEO Care also states that Ueland, a
Washington state case Hoku relies on, is unpersuasive because it
relies on Washington law regarding consortium.
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B. Our precedent
1. Halberg
Halberg held that “no action exists in favor of a child for
injuries sustained by the parent not resulting in the parent’s
death.” 41 Haw. at 642. In Halberg, a mother was injured in a
car accident and suit was brought by her husband and minor
children, for the loss of the mother’s “kindness, care,
attention and other incidents of the parent and child
relationship. . . .” 41 Haw. at 634-35. Although the extent of
her injuries was unclear, she survived the accident and, unlike
Panoke, would apparently recover. 41 Haw. at 635, 639-40. The
Supreme Court of the Territory of Hawai‘i held that her children
could not maintain an action against those who negligently
injured her because “[t]here is no decision of a Hawaiian court,
supreme or nisi prius, that holds a minor child has a cause of
action for injury to his parent and the overwhelming weight of
authority is against such action.” 41 Haw. at 638-39.
The Halberg court acknowledged that the United States Court
of Appeals for the Ninth Circuit had, in fact, recognized such a
claim in Scruggs v. Meredith, 134 F. Supp. 868, 869-70 (D. Haw.
1955) (holding that a child whose mother was negligently
injured, but not killed, had a claim against the wrongdoer for
loss of consortium because reciprocal rights and duties attached
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to the relations of parent and minor child) (citing Gabriel v.
Margah, 37 Haw. 571, 577 (Haw. Terr. 1947)).
In insisting that a child’s loss of parental consortium
claim would only lie where the parent was killed (not just
injured), however, the Halberg court stated the following:
[W]here a parent has been injured by the negligent act of another the parent will recover from the other full damage which he has sustained, including such inability, if any, to properly care for his children, and thus the parent’s ability to carry out his duty to support and maintain the child has not, in a legal sense, been destroyed or impaired by the injury to him. On the other hand, if the parent were killed, the parent’s ability to support and educate the child ceases and the child has been deprived of this right and the child would be permitted to recover for such loss.
41 Haw. at 640. In addition to the injured parent’s ability to
recover “full damage[s]” from the tortfeasor, the fact of
eventual physical recovery was also critical to Halberg’s
holding. The Halberg court rejected the argument “that it is
merely a difference in degree whether the action is for the
death of the parent, which deprives the child permanently of
parental care and support, or whether it is an injury which
would deprive the child temporarily of such care and support. .
. .” 41 Haw. at 639-40 (emphases added). In other words, the
Halberg court assumed injury short of death would not
permanently deprive a child of parental care and support, which
is not true in all circumstances. The Halberg court concluded
that if the claim were to be recognized, it should be done by
the legislature. 41 Haw. at 646.
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2. Masaki
Thirty years later, this court held that “a parent may
recover damages for the loss of filial consortium of an injured
adult child.” Masaki, 71 Haw. at 22, 780 P.2d at 578.7 In
Masaki, 28-year-old Steven Masaki was rendered a quadriplegic
after the van he was jump-starting shifted into gear and ran him
over. 71 Haw. at 4, 780 P.2d at 569. His parents sued in
negligence and included claims for loss of filial consortium.
Id. A jury returned a verdict in their favor. Id. On appeal,
the defendants challenged, among other things, the loss of
filial consortium award where Steven had been injured but not
killed. 71 Haw. at 19, 780 P.2d at 576.
The court in Masaki acknowledged that neither the
legislature nor this court had previously recognized such a
claim; however, the court held there was little distinction
between death and severe injury, so the purposes of HRS § 663-3
would be served by recognizing the cause of action. 71 Haw. at
19-20, 780 P.2d at 576-77. The Masaki court stated that “severe
injury may have just as deleterious an impact on filial
consortium as death.” 71 Haw. at 19-20, 780 P.2d at 577.
7 We note that the question on certiorari was framed as “whether there is a cause of action available to parents for the loss of consortium of an adult child who had been severely and permanently injured due to the defendant’s negligence.” Masaki, 71 Haw. at 19, 780 P.2d at 576 (emphases added). We think it is clear from the discussion on loss of filial consortium in Masaki that the holding covers “severe” injury. See Masaki, 71 Haw. at 19-21, 780 P.2d at 576-78 (using the adjective “severe” to modify “injury” seven times).
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Quoting a sister jurisdiction recognizing the claim, this court
stated, “Often death is separated from severe injury by mere
fortuity.” 71 Haw. at 20, 780 P.2d at 577 (quoting Frank v.
Sup. Court, 150 Ariz. 228, 230, 722 P.2d 955, 957-78 (1986)).
The Frank court went on to explain
Perhaps the loss of companionship and society experienced by the parents of a child permanently and severely injured . . . is in some ways even greater than that suffered by parents of a deceased child. Not only has the normal family relationship been destroyed, as when a child dies, but the parent also is confronted with his loss each time he is with his child and experiences again the child’s diminished capacity to give comfort, society, and companionship.
Masaki, 71 Haw. at 20, 780 P.2d at 577 (quoting Frank, 150 Ariz.
at 231, 722 P.2d at 958).
This court went even further in Masaki to hold that loss of
filial consortium should not be limited to parents of severely
injured minor children. 71 Haw. at 21, 780 P.2d at 577. The
limitation was historically
premised on the rationale that upon emancipation, parents are no longer entitled to the services and earnings of their children. We find such reasoning outmoded and illogical. At common law, the child, like the wife, was relegated to the role of a servant and considered an economic asset to the family. In the modern family, however, children have become less of an economic asset and more of a financial burden to their parents. Today children are valued for their society and companionship. Thus, services have become only one element of the consortium action while the intangible elements of love, comfort, companionship, and society have emerged as the predominant focus of consortium actions.
Id. (citations omitted). Thus, the claim for loss of filial
consortium is cognizable even where the severely injured person
is an adult child. Id. The Masaki court recognized the
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changing nature of consortium between parents and children as
one “arising from the very bonds of the family relationship.”
Id. (citation omitted).
GEO Care clings to footnote 8 in Masaki to argue that the
law on parental consortium has not changed. Masaki, 71 Haw. at
19 n.8, 780 P.2d at 576 n.8 (“[T]he issue of parental consortium
is not before us today.”). This language, however, neither
expressly overrules nor affirms Halberg. Id. Rather, it leaves
the door open for future courts, such as this one, to revisit
parental consortium claims in non-fatal injury cases. That day
has come.
We now expressly overrule Halberg to the extent it held
that a child cannot claim loss of parental consortium where a
parent is severely injured but not killed. This court does not
lightly overrule precedent. The doctrine of stare decisis is a
“principle of self-restraint on courts with respect to the
overruling of prior decisions.” Robinson v. Ariyoshi, 65 Haw.
641, 653 n.10, 658 P.2d 287, 297 n.10 (1982) (citation omitted).
We apply this doctrine with a view toward
the desirability that the law furnish a clear guide for the conduct of individuals, to enable them to plan their affairs with assurance against untoward surprise; the importance of furthering fair and expeditious adjudication by elminating the need to relitigate every relevant proposition in every case; and the necessity of maintaining public faith in the judiciary as a source of impersonal and reasoned judgments.
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Id. A court should “not depart from the doctrine of stare
decisis without some compelling justification.” Ahn v. Liberty
Mut. Fire Ins. Co., 126 Hawaiʻi 1, 10, 265 P.3d 470, 479 (2011).
Stated differently, a court “should not overrule its earlier
decisions unless the most cogent reasons and inescapable logic
require it.” Id. (citation omitted).
C. The modern trend
In this case, the law on parental consortium nationwide has
undergone dramatic change since Halberg was decided almost sixty
years ago. Significantly more states now recognize the claim
that Halberg stated did not exist. The Restatement (Third) of
Torts: Concluding Provisions (AM L. INST., Tentative Draft No. 1,
20228) contains a new claim, albeit limited to minor children, in
section 48C titled “Loss of Parental Consortium”:
A minor child of a parent who suffers physical or emotional harm, factually caused by the tortious conduct of an actor and within the actor’s scope of liability, may recover for the loss of society resulting from the parent’s injury. Loss of society includes loss of affection, comfort, companionship, love, and support, and the loss of services.
The precursor to this section, the Restatement (Second) of
Torts § 707A, completely denied recovery for loss of parental
consortium when it was approved in 1977. Restatement (Third) of
Torts: Concluding Provisions § 48C cmt. a. The Restatement
8 According to the American Law Institute’s website, this draft “represent[s] the Institute’s position until the official text is published.” Torts: Miscellaneous Provisions | American Law Institute (ali.org). [https://perma.cc/SQG2-8B8J]
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(Third) of Torts commentators explained, however, that since
1977, “there has been a clear and substantial trend toward
recognizing parental consortium.” Id. According to the
commentators, “Today, at least 19 states have case law and two
have statutes permitting parental consortium claims. With three
states that have not decided the issue, a bare majority of
states does not recognize parental consortium claims.”
Restatement (Third) of Torts: Concluding Provisions § 48C cmt.
b. The commentators noted that Hawaiʻi was not counted among
those states permitting parental consortium claims, although it
acknowledged the federal district court’s Marquardt decision.
Restatement (Third) of Torts: Concluding Provisions § 48C cmt.
b, Reporters’ Note.
We now expressly add our state to those permitting parental
consortium claims and hold that loss of parental consortium is
cognizable for a child, whether a minor or an adult, when a
parent is severely injured.
Masaki characterized as “outmoded and illogical” the idea
that children’s (particularly minor children’s) value lay solely
in their role as servants to their parents:
We realize that a number of courts which recognize the parents’ cause of action for loss of consortium of their injured children restrict the action to minor children. This rule is generally premised on the rationale that upon emancipation, parents are no longer entitled to the services and earnings of their children. We find such reasoning outmoded and illogical. At common law, the child, like the wife, was relegated to the role of a servant and considered an economic asset to the family. In
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the modern family, however, children have become less of an economic asset and more of a financial burden to their parents. Today children are valued for their society and companionship. Thus, services have become only one element of the consortium action while the intangible elements of love, comfort, companionship, and society have emerged as the predominant focus of consortium actions.
71 Haw. at 21, 780 P.2d at 577. Stare decisis does not require
courts to cling stubbornly to the past. See Ahn, 126 Hawaiʻi at
10, 265 P.3d at 469 (“There is no necessity or sound legal
reason to perpetuate an error under the doctrine of stare
decisis.”) (cleaned up). Masaki’s footnote 8, reserving for
another day the “reciprocal” issue of loss of parental
consortium, must be read in concert with this passage, signaling
that Halberg’s days were numbered.
The passage above from Masaki also signaled this court’s
view that children in general, whether minor or adult, are
valued by their parents -- for their love, comfort,
companionship, and society -- and the reciprocal could be true
as well. Thus, we now hold that a child, whether a minor or an
adult, may bring a loss of parental consortium claim for severe
injury to a parent. The Restatement (Third) of Torts:
Concluding Provisions § 48C recognizes a “split on whether an
adult child [versus a minor child] can pursue a parental
consortium claim.” Restatement (Third) of Torts: Concluding
Provisions § 48C cmt. g. We find it persuasive, however, that
multiple states recognize an adult child’s claim for loss of
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parental consortium where a parent is tortiously injured by a
third party. See N. Pac. Ins. Co. v. Stucky, 338 P.3d 56, 57-58
(2014) (“Montana law recognizes a claim for loss of consortium
by the adult child of an injured parent” where the plaintiff
shows that “a third party tortiously caused the parent to suffer
a serious, permanent and disabling mental or physical injury
compensable under Montana law” and “the impairment is so
overwhelming and severe that it has caused the parent-child
relationship to be destroyed or nearly destroyed”); Rolf v. Tri-
State Motor Trans. Co., 745 N.E.2d 424, 428 (Ohio 2001) (holding
that “adult emancipated children may recover for loss of
parental consortium” where father “suffered a traumatic brain
injury, is physically and mentally impaired, and will require
custodial care for the remainder of his life”); Sebastien v.
McKay, 649 So.2d 711 (La. Ct. App. 1994) (allowing loss of
parental consortium claims made by adult children when their
father required constant care due to his temporarily but
significantly weakened condition due to father’s doctor’s
negligence in failing to remove a broken tube in father’s back
post-surgery); Reagan v. Vaughan, 804 S.W.2d 463, 466, 467 (Tex.
1990) (“We hold that children may recover for loss of consortium
when a third party causes serious, permanent, and disabling
injuries to their parent,” and “decline to limit the right of
recovery under this cause of action to minor children”);
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Audubon-Exira Ready Mix, Inc. v. Ill. Cent. Gulf R.R. Co., 335
N.W.2d 148 (Iowa 1983) (holding that adult and married children
may raise loss of parental consortium claims when a parent is
injured); see also Nelson v. Four Seasons Nursing Ctr., 934 P.2d
1104, 1105 (Okla. Civ. App. 1996) (holding, in a case in which
plaintiff’s father disappeared while under defendant nursing
home’s care, “In cases where the parent-child relationship is
destroyed or nearly destroyed by the tort of the defendant, the
affected children, both minors and adults alike, should be
allowed to maintain a cause of action for loss of parental
consortium.”). We now join those jurisdictions in recognizing a
child’s claim for loss of parental consortium where a third
party has severely injured a parent, whether the child is a
minor or an adult.
V. Conclusion
Hence, we recognize Hoku’s claim for loss of parental
consortium. Therefore, the circuit court’s order denying GEO
Care’s motion for summary judgment is affirmed. This case is
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remanded to the circuit court for further proceedings consistent
with this opinion.
Frederick Matson Kelley /s/ Mark E. Recktenwald (Alex Wilkins and Jon S. Jacobs with him /s/ Sabrina S. McKenna on the briefs) for plaintiffs-appellees /s/ Todd W. Eddins
Jeffrey S. Portnoy /s/ Lisa M. Ginoza (Trisha L. Nishimoto and Troy C. Young /s/ Vladimir P. Devens with him on the briefs) for defendants-appellants