Estate of Jolene J. Shea v. Meridian Senior Living, LLC

CourtCourt of Appeals of Wisconsin
DecidedJanuary 2, 2025
Docket2023AP001462
StatusUnpublished

This text of Estate of Jolene J. Shea v. Meridian Senior Living, LLC (Estate of Jolene J. Shea v. Meridian Senior Living, LLC) is published on Counsel Stack Legal Research, covering Court of Appeals of Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Jolene J. Shea v. Meridian Senior Living, LLC, (Wis. Ct. App. 2025).

Opinion

COURT OF APPEALS DECISION NOTICE DATED AND FILED This opinion is subject to further editing. If published, the official version will appear in the bound volume of the Official Reports. January 2, 2025 A party may file with the Supreme Court a Samuel A. Christensen petition to review an adverse decision by the Clerk of Court of Appeals Court of Appeals. See WIS. STAT. § 808.10 and RULE 809.62.

Appeal No. 2023AP1462 Cir. Ct. No. 2020CV396

STATE OF WISCONSIN IN COURT OF APPEALS DISTRICT III

ESTATE OF JOLENE J. SHEA, BY PERSONAL REPRESENTATIVE, STACY SHEA, STACY SHEA, SHELLY NENNIG AND DAWN SHEA,

PLAINTIFFS-RESPONDENTS-CROSS-APPELLANTS,

ESTATE OF GERALD & MARILYN WATZKA, BY CO-PERSONAL REPRESENTATIVES JERRY & JAMES WATZKA, ESTATE OF HAROLD & HELEN WATZKA, BY PERSONAL REPRESENTATIVE, SHARON KLYSEN, JERRY J. WATZKA, JAMES WATZKA, JOAN J. JINDRA, JEAN J. REDMON, JOHN J. WATZKA, SHARON KLYSON, GERALD L. HOLSCHUH, JEAN M. BRAWNER AND PAUL G. HOLSCHUH,

PLAINTIFFS,

V.

MERIDIAN SENIOR LIVING, LLC AND NATIONAL FIRE & MARINE INSURANCE COMPANY,

DEFENDANTS-APPELLANTS-CROSS-RESPONDENTS,

STARSTONE SPECIALTY INSURANCE COMPANY,

DEFENDANT, No. 2023AP1462

ALEX AZAR, SECRETARY OF DHHS,

INVOLUNTARY-DEFENDANT.

APPEAL and CROSS-APPEAL from an order of the circuit court for Brown County: MARC A. HAMMER, Judge. Affirmed and cause remanded with directions.

Before Stark, P.J., Hruz and Gill, JJ.

Per curiam opinions may not be cited in any court of this state as precedent

or authority, except for the limited purposes specified in WIS. STAT. RULE 809.23(3).

¶1 PER CURIAM. Jolene J. Shea died in 2019 after a short stay at Birch Creek, an assisted living facility managed by Meridian Senior Living, LLC. Thereafter, Jolene’s Estate and her three daughters, Stacy Shea, Shelly Nennig, and Dawn Shea (collectively, the Sheas), sued Meridian, alleging that despite representing itself as a twenty-four-hour care facility, Meridian negligently failed to adequately staff Birch Creek, which: (1) caused Jolene injury and ultimately her death; (2) breached Meridian’s contract with Jolene; and (3) violated the Deceptive Trade Practices Act (DTPA) pursuant to WIS. STAT. § 100.18 (2021-22).1 Following a jury trial, the Sheas were awarded significant compensatory and punitive damages, including attorney fees.

¶2 Meridian and its insurer, National Fire & Marine Insurance Company (collectively, Meridian), appeal from the circuit court’s order denying

1 All references to the Wisconsin Statutes are to the 2021-22 version unless otherwise noted.

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Meridian’s numerous post-verdict motions and entering judgment against Meridian in favor of the Sheas. Meridian contends that the court erred in several respects both before and after trial and seeks a new trial on multiple grounds. The Sheas cross-appeal based on the court’s refusal to provide a fully compensatory attorney fees award and its allegedly improper remittitur of the jury’s punitive damages award. For the reasons that follow, we affirm the circuit court’s order in all respects, but we remand for the court to determine the reasonable appellate fees incurred by the Sheas to defend their DTPA claim on appeal.

BACKGROUND

¶3 Jolene moved into Birch Creek at the end of August 2019.2 According to a Birch Creek staff member, approximately one month later, on the morning of September 29, 2019, Jolene was found unresponsive in her wheelchair. Jolene was taken to the hospital, where she died the next day. The Sheas claimed that Jolene was not provided necessary medication on the evening before her death and that Meridian had no record that anyone had checked on Jolene overnight.

¶4 Jolene’s Estate sued Meridian, seeking compensatory damages, punitive damages, costs, and attorney fees.3 The case was tried to a jury over five

2 Birch Creek was a “community-based residential facility” (CBRF) located in De Pere, Wisconsin. A CBRF is a type of state-regulated assisted living facility where adult residents live together and receive up to “intermediate level nursing care.” See WIS. STAT. § 50.01(1g); see also WIS. ADMIN. CODE ch. DHS 83. 3 As the case proceeded, Jolene’s three daughters were added as plaintiffs, and National Fire & Marine Insurance Company was added as a defendant. The Sheas also sued Starstone Specialty Insurance Company, another insurer of Meridian, but that party was dismissed without prejudice pursuant to the post-verdict motions and is not a party to this appeal.

We note that none of the issues in this appeal involve the remaining parties listed in the caption; therefore, we do not address them further.

3 No. 2023AP1462

days. At trial, the Sheas attempted to prove three claims: negligence, breach of contract, and a DTPA violation. However, the Sheas ultimately voluntarily dismissed their breach of contract claim after the close of evidence.

¶5 The jury returned a verdict in favor of the Sheas, finding Meridian causally negligent with respect to Jolene’s care and that the Sheas had met their burden to prove their DTPA claim. The jury awarded $500,000 for Jolene’s pain and suffering; actual medical and cremation expenses—$27,309.80 and $1,838.65, respectively—and $25,000 to each of Jolene’s daughters for “loss of society and companionship.” The jury further found that Meridian acted with intentional disregard of Jolene’s rights and awarded $2,000,000 in punitive damages.4 Finally, the jury awarded $4,000 for the DTPA claim.

¶6 After trial, the parties filed post-verdict motions. The circuit court issued an oral ruling, later memorialized in a written order, rejecting all of Meridian’s requests to modify the verdict form and to order a new trial. The court did, however, remit the punitive damages to $1,058,296.90, given its conclusion that the total amount of compensatory damages was $529,148.45. See WIS. STAT. § 895.043(6). The Sheas, for their part, requested reasonable attorney fees in the amount of $547,678.89, but the court awarded only $12,000 of that amount under the fee-shifting provision of WIS. STAT. § 100.18. Meridian appeals, and the Sheas cross-appeal.

4 Under WIS. STAT. § 895.043(3), “[t]he plaintiff may receive punitive damages if evidence is submitted showing that the defendant acted maliciously toward the plaintiff or in an intentional disregard of the rights of the plaintiff.”

4 No. 2023AP1462

DISCUSSION

¶7 On appeal, the parties each present separate issues for our review. Meridian’s appeal focuses on what it calls “numerous errors the circuit [c]ourt committed” with regard to the trial in this case. In contrast, in their cross-appeal, the Sheas challenge the amount of the attorney fees award as well as the court’s decision to remit the punitive damages award, arguing that the court should have counted the DTPA award and the attorney fees as compensatory damages within the WIS. STAT. § 895.043(6) calculation. We address these issues below.

I. Meridian’s Appeal

a. Bifurcation

¶8 Meridian’s first challenge is to the circuit court’s denial of Meridian’s motion to bifurcate the trial. Meridian first moved in limine to bar any evidence of what it called noncausal other acts5 on the grounds that such evidence was both irrelevant and unfairly prejudicial. It appears that the court, by oral ruling, granted that motion in part and denied it in part, thereby allowing some of

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