Berk v. Choy et al.
No. 24-440 · Decided January 20, 2026 · Reversed and remanded
Does Delaware law, which requires a medical professional's "affidavit of merit" to accompany a medical malpractice complaint, apply in federal court? Delaware's medical malpractice affidavit requirement under Del.
CERTIORARI TO THE UNITED STATES COURT OF APPEALS FOR THE THIRD CIRCUIT · Argued October 6, 2025
Parties — Petitioner: BERK · Respondent: CHOY et al.
Vote & lineup9–0 (unanimous) on the judgment. Barrett delivered the opinion of the Court, joined by Roberts, Thomas, Alito, Sotomayor, Kagan, Gorsuch, Kavanaugh (8). Concurrence(s): Jackson.
Who prevailed — The petitioner prevailed in that the Court reversed the lower court's dismissal of his lawsuit and remanded the case.
The question

Does Delaware law, which requires a medical professional's "affidavit of merit" to accompany a medical malpractice complaint, apply in federal court? Specifically, the Court considers whether Del. Code, Tit. 18, § 6853(a)(1) is displaced by the Federal Rules of Civil Procedure. The issue is whether a federal court may dismiss a lawsuit for failure to provide such an affidavit.

Petitioner's argument
  • Delaware's affidavit requirement under § 6853 is not enforceable in federal court.
  • The requirement is displaced by the Federal Rules of Civil Procedure.
Respondent's argument
  • The affidavit requirement is a "precondition to proceeding" that is consistent with the Federal Rules, citing *Cohen v. Beneficial Industrial Loan Corp.*.
  • The law should be viewed as a "free-floating evidentiary requirement" that can serve as a basis for early dismissal rather than a pleading requirement.
  • The proviso in Federal Rule of Civil Procedure 11(a) incorporates state affidavit laws like § 6853 because it allows for pleadings to be accompanied by an affidavit if a statute "specifically states otherwise."
The decision
  • The Court held that Delaware's affidavit law does not apply in federal court because it is displaced by Federal Rule of Civil Procedure 8.
  • The Court applied a two-step analysis from *Shady Grove Orthopedic Associates, P. A. v. Allstate Ins. Co.*: first, determine if a Federal Rule answers the disputed question; second, if it does, the Rule governs unless it "exceeds statutory authorization or Congress's rulemaking power."
  • The Court found that Rule 8(a)(2) answers the question by requiring only "a short and plain statement of the claim showing that [the pleader] is entitled to relief," which implicitly excludes the requirement of evidence like an affidavit, citing *Hanna v. Plumer*.
  • The Court noted that Rule 12(b)(6) and Rule 12(d) reinforce this by limiting merits-based dismissal to "failure to state a claim upon which relief can be granted" and prohibiting courts from considering "matters outside the pleadings."
  • The Court rejected the respondents' reliance on *Cohen v. Beneficial Industrial Loan Corp.*, stating that *Cohen* dealt with liability and bonds, not the information required to state a claim at the outset of litigation.
  • The Court dismissed the Rule 11(a) argument, ruling that the rule's proviso regarding affidavits refers to verification by the party or attorney, not third-party affidavits, citing *Business Guides, Inc. v. Chromatic Communications Enterprises, Inc.*.
  • Regarding the Rules Enabling Act (28 U. S. C. § 2072(b)), the Court held Rule 8 is valid because it "really regulates procedure" under the test in *Sibbach v. Wilson & Co.*.
  • The Court emphasized that under *Shady Grove*, the "substantive nature of [a state] law, or its substantive purpose, makes no difference" to the analysis of a Federal Rule's validity.
Separate opinions
Jackson, concurring
  • Argues that the conflict is with Federal Rule of Civil Procedure 3 and Rule 12, rather than Rule 8.
  • Contends that Rule 3, which states "A civil action is commenced by filing a complaint with the court," conflicts with § 6853's requirement that an affidavit accompany the complaint for it to be filed and docketed.
  • Argues that Rule 12(d) prohibits considering "matters outside the pleadings," and since the affidavit is a separate document, requiring it for dismissal conflicts with Rule 12.
  • Asserts that Rule 8 only governs the contents of a "pleading," and because the affidavit is not a pleading, there is no conflict with Rule 8.