In re Estate of Ryan v. Brookdale Zanesville

2026 Ohio 411
Ohio Court of Appeals·Decided February 5, 2026·No. CT2025-0066·Published

Opinion

COURT OF APPEALS

MUSKINGUM COUNTY, OHIO

FIFTH APPELLATE DISTRICT

THE ESTATE OF PENELOPE RYAN Case No. CT2025-0066 Plaintiff - Appellee Opinion and Judgment Entry

-vs- Appeal from the Muskingum County Court of Common Pleas, Case No. CA2024-0421 BROOKDALE ZANESVILLE AKA BD ZANESVILLE OPCO, LLC, Judgment: Affirmed ET AL., Date of Judgment Entry: February 5, 2026 Defendants - Appellants

BEFORE: Andrew J. King, William B. Hoffman, David M. Gormley, Appellate Judges

APPEARANCES: William B. Eadie, Mike J. Callow, Tricia A. Scott, Eadie Law, Nursing Home Injury Lawyers, for Plaintiff-Appellee; Jason P. Ferrante, Marshall Dennehey, P.C., for Defendants-Appellants

OPINION

Hoffman, J.

{¶1} Defendants-appellants Brookdale Zanesville, a.k.a. BD Zanesville OPCO, LLC, et al. (“Brookdale”) appeal the June 27, 2025 Journal Entry entered by the Muskingum County Court of Common Pleas, which denied their motion to stay the proceedings and enforce the arbitration agreement. Plaintiff-appellee is the Estate of Penny A. Ryan (“the Estate”). We affirm the trial court’s decision.

STATEMENT OF THE FACTS AND CASE

{¶2} Brookdale owns and operates a long-term care facility offering assisted living and memory care at 1575 Bowers Lane, Zanesville, Ohio. On December 21, 2023, Penny A. Ryan (“Decedent”) executed a Durable Power of Attorney, naming her daughter Kathleen Miracle as her attorney-in-fact. On the same day, Miracle entered into a residency agreement (“the Residency Agreement”) with Brookdale on behalf of Decedent.

{¶3} During her brief residency at Brookdale, Decedent fell at least three times.

As a result of her final fall, Decedent had to be hospitalized and subsequently passed away on February 4, 2024.

{¶4} On December 12, 2024, the Estate filed a complaint asserting various claims including, inter alia, medical negligence/recklessness, wrongful death, and violations of the Ohio Nursing Home Patients' Bill of Rights pursuant to R.C. 3721.13. On January 13, 2025, Brookfield filed its answer.

{¶5} On March 21, 2025, Brookdale moved to stay the proceedings and enforce the agreement to arbitrate. Therein, Brookdale argued the Estate’s claims were covered by the Agreement to Arbitrate set forth in Section V of the Residency Agreement (“the

Arbitration Provision”) and said provision complied with R.C. 2711.23; therefore, was enforceable. Brookdale further asserted the Arbitration Provision was neither procedurally nor substantively unconscionable.

{¶6} The Estate filed a motion in opposition to Brookdale’s motion on April 4, 2025. The Estate countered the Residency Agreement was an adhesion contract and the Arbitration Provision did not comply with R.C. 2711.23. On April 22, 2025, the Estate filed the Affidavit of Kathleen Miracle, n.k.a., Kathleen Bash. Miracle averred the following:

8. I did not know what the term “arbitration” meant before April 16, 2025.

9. I was never explained as to what “arbitration” means by any representative of Brookdale Zanesville.

10. I was not aware before April 16, 2025 that any arbitration agreement was presented for me for my review.

11. I was never informed that I could negotiate any of the terms of my mother’s admission to Brookdale.

12. I was never informed that I could, or my mother could, withdraw consent to any agreement with Brookdale.

Affidavit of Kathleen Miracle nka Kathleen Bash at p. 2.

{¶7} The trial court conducted a hearing on Brookdale’s motion on June 23, 2025. Neither Attorney William Eadie, counsel for the Estate, nor a representative of the

Estate appeared at the hearing. Sarah Vincenzo, executive director of Brookdale, testified she handles the admission process and service agreements for new residents. Vincenzo described the “very regimented” manner in which she reviews the residential agreement with a new resident or his/her representative. Vincenzo indicated she ensures the new resident or his/her representative understands each section of the agreement before proceeding to the next section. If a new resident or his/her representative does not agree to any portion of the residency agreement, including the arbitration provision, Vincenzo speaks with the operational regional counsel team and amends the subject provision. Vincenzo stated she explained the Arbitration Provision to Miracle and Miracle understood said provision.

{¶8} Via Journal Entry filed June 27, 2025, the trial court denied Brookdale’s motion to stay and enforce the arbitration agreement. The trial court found the Arbitration Provision did not comply with R.C. 2711.23.

{¶9} It is from this journal entry Brookdale appeals, raising the following assignment of error:

THE TRIAL COURT ERRED AND ABUSED ITS DISCRETION BY NOT STAYING THE ENTIRE MATTER PENDING COMPLETE ARBITRATION OF ALL ARBITRABLE CLAIMS AS REQUIRED BY O.R.C.

2711.

I

{¶10} Generally, we review a trial court's disposition of a motion to stay proceedings pending arbitration under an abuse of discretion standard. Porpora v. Gatliff Bldg. Co., 2005-Ohio-2410, ¶ 5 (9th Dist.). In order to find an abuse of discretion, we must determine the trial court's decision was unreasonable, arbitrary or unconscionable and not merely an error of law or judgment. Blakemore v. Blakemore, 5 Ohio St.3d 217, 219 (1983). However, a de novo standard of review is appropriate when the appeal presents a question of law. (Citations omitted.) Zellner v. Prestige Gardens Rehab. & Nursing Ctr., 2019-Ohio-595, ¶ 8 (3d Dist.).

{¶11} Both the Ohio General Assembly and Ohio courts have expressed a strong public policy favoring arbitration. R.C. Chapter 2711; Taylor Bldg. Corp. of Am. v. Benfield, 2008-Ohio-938, ¶ 27. “In light of the strong presumption favoring arbitration, all doubts should be resolved in its favor." (Citation omitted.) Hayes v. Oakridge Home, 2009- Ohio-2054, ¶ 15. “[A]n arbitration agreement is enforceable unless grounds exist at law or in equity for revoking the agreement.” Id. at ¶ 19, citing R.C. 2711.01(A).

{¶12} “Unconscionability is a ground for revocation of an arbitration agreement.”

(Citation omitted.) Id. at ¶ 19. “Unconscionability includes both 'an absence of meaningful choice on the part of one of the parties together with contract terms which are unreasonably favorable to the other party.’” (Citation omitted.) Id. at ¶ 20. “The party asserting unconscionability of a contract bears the burden of proving that the agreement is both procedurally and substantively unconscionable.” Id. The unconscionability of a contract and its provisions is purely a question of law. Featherstone v. Merrill Lynch, Pierce, Fenner & Smith, Inc., 2004-Ohio-5953, ¶ 12 (9th Dist.); Eagle v. Fred Martin Motor

Co., 2004-Ohio-829, ¶ 13 (9th Dist.). Therefore, as noted supra, we review the trial court's determination of unconscionability de novo. Featherstone at ¶ 12, citing Eagle at ¶ 13. Additionally, “[a] determination of unconscionability is a fact-sensitive question that requires a case-by-case review of the surrounding circumstances.” Featherstone at ¶ 12, citing Eagle at ¶ 13.

{¶13} “Procedural unconscionability concerns the formation of the agreement and occurs when no voluntary meeting of the minds is possible.” Porpora v. Gatliff Bldg. Co., 2005-Ohio-2410, ¶ 7 (9th Dist.). “In determining whether an arbitration agreement is procedurally unconscionable, courts consider the circumstances surrounding the contracting parties' bargaining, such as the parties' age, education, intelligence, business acumen and experience, * * * who drafted the contract, * * * whether alterations in the printed terms were possible, [and] whether there were alternative sources of supply for the goods in question.” (Internal citations omitted.) Hayes at ¶ 23, citing Taylor Bldg., 2008-Ohio-938, at ¶ 44, quoting Collins v. Click Camera, 86 Ohio App.3d 826, 834 (2d Dist.), quoting Johnson v. Mobil Oil Corp., 415 F.Supp. 264, 268 (E.D. Mich. 1976).

{¶14} The Hayes Court continued:

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In re Estate of Ryan v. Brookdale Zanesville, 2026 Ohio 411 (Ohio Ct. App. 2026).

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