Anderson v. Allianz Life Insurance Company of North America

District Court, E.D. California·Decided May 17, 2024·No. 1:22-cv-00165·Unknown

Opinion

LANCE ANDERSON, as Guardian ad No. 1:22-cv-00165-KES-EPG litem for MAURINE ANDERSON, Plaintiff, ORDER DENYING DEFENDANT’S v. MOTION FOR SUMMARY JUDGMENT ALLIANZ LIFE INSURANCE (Doc. 24) Defendant. Plaintiff Lance Anderson, as guardian ad litem for Maurine Anderson (“Anderson”), brings this action against Defendant Allianz Life Insurance of North America (“Defendant”), alleging breach of contract and breach of the implied covenant of good faith and fair dealing in connection with the denial of benefits under a long-term health care insurance policy. First Amended Complaint (“FAC”), Doc. 2-2. Defendant moves for summary judgment, or in the alternative, partial summary judgment. Motion for Summary Judgment (“Motion”), Doc. 24. Plaintiff filed an opposition to the motion, to which Defendant replied. Docs. 28, 29. Defendant argues that Plaintiff’s breach of contract claim fails because Anderson did not become eligible for benefits until June 2021, and that once Anderson became eligible, Defendant paid the benefits to which she was entitled. Motion, Doc. 24-1 at 14-17. In the alternative, Defendant seeks summary adjudication that Anderson did not meet the policy’s eligibility requirements for long term care until June 30, 2021. Doc. 24 at 2. Defendant further argues that, because Plaintiff’s breach of contract claim fails, the breach of the implied covenant of good faith and fair dealing claim also fails as a matter of law. Id. at 18. Plaintiff argues that summary judgment is not warranted because there are disputed issues of material fact, including as to whether Anderson became eligible for benefits prior to June 2021, whether Defendant paid all benefits due before and after June 2021, and whether Defendant acted in bad faith in its investigation of Anderson’s claim and its refusal to pay additional benefits under the insurance policy. Opposition to Motion (“Opposition”), Doc. 28 at 6, 25-27. The motion was taken under submission without oral argument, pursuant to Local Rule 230(g). For the reasons stated below, Defendant’s motion for summary judgment is denied. Anderson was the beneficiary of a Comprehensive Long Term Nursing Care Policy (“Policy”) issued by Defendant. In June 2020, Anderson became a resident of Magnolia Crossing, a residential care facility for the elderly. Plaintiff’s Response to Statement of Undisputed Facts (“SUF”) No. 8, Doc. 28-1. Plaintiff alleges Defendant breached the terms of the Policy by failing to provide benefits owed to Anderson. FAC ¶ 30, Doc. 2-2. Plaintiff also alleges Defendant breached the implied covenant of good faith and fair dealing through its conduct during the investigation, its initial denial of Anderson’s claim, and its underpayment of benefits. Id. at ¶ 36. A. Comprehensive Long Term Care Policy Defendant issued the Policy to Anderson in 1996. SUF No. 1, Doc. 28-1. The Policy provided two types of benefits: Long Term Nursing Care, and Home and Community Based Care. Plaintiff agrees that the Long Term Nursing Care benefit is not at issue. See Opposition, Doc. 28. As such, the Court examines the Home and Community Based Care portion of the Policy. The Policy defines Home and Community Based Care as follows: “Home and Community Based Care” means Home Health Care, Adult Day Care, Personal Care, Homemaker Services, Hospice Services and Respite Care. Such care must be performed under a plan of care developed by a Physician or a multidisciplinary team under medical direction, provided at least once every 7 days and must be recommended by a Physician as being required:

1. due to your inability to perform two or more Primary Activities of Daily Living; or 2. due to your Cognitive Impairment for which you need continual supervision. SUF No. 4, Doc. 28-1. The Policy does not further define “plan of care.” It defines Home Health Care as “skilled nursing care or other professional medical or therapeutic services provided by licensed personnel in your home, another private home, a home for the aged or a residential care home.” Responses and Objections to Plaintiff’s Statement of Additional Material Facts (“AMF”) No. 8, Doc. 29-1. The Policy defines Personal Care as “assistance with the Primary or Instrumental Activities of Daily Living, provided by a skilled or unskilled person who is duly licensed to perform such care where licensing is required.” Id. at No. 11. The Policy also defines “Primary Activities of Daily Living” (“ADL”) and “Cognitive Impairment.” See Exhibit A in support of Motion, Doc. 24-4 at 3-13. The seven activities that qualify as ADLs are: ambulation, bathing, continence, dressing, eating, toileting, and transferring. SUF No. 6, Doc. 28-1. Cognitive Impairment is defined as “the deterioration or loss” of “intellectual capacity which requires continual supervision to protect” the insured or others. Id. Such impairment is “measured by clinical evidence and standardized tests which reliably measure” impairment related to memory loss, orientation, and reasoning. Id. The impairment can be the result of senile dementia. Id. If an insured qualifies for Home and Community Based Care, the insured is entitled to the following benefits following a ninety-day elimination period: 1. The Daily Benefit amount shown in the Benefit Schedule, but not to exceed your actual expenses incurred, for services provided by a licensed Professional Nurse or a licensed physical, speech, respiratory, or occupational therapist; and 2. The Daily Benefit amount shown in the Benefit Schedule, but not to exceed 80% of your actual expenses incurred, for services provided by a licensed home health care agency, licensed home health aide, licensed adult day care center or other skilled or unskilled person.

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Anderson v. Allianz Life Insurance Company of North America, (E.D. Cal. 2024).

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