Lipshutz v. St. Monica Manor

33 Pa. D. & C.5th 438
CourtPennsylvania Court of Common Pleas, Philadelphia County
DecidedOctober 16, 2013
DocketNo. 00614
StatusPublished
Cited by2 cases

This text of 33 Pa. D. & C.5th 438 (Lipshutz v. St. Monica Manor) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lipshutz v. St. Monica Manor, 33 Pa. D. & C.5th 438 (Pa. Super. Ct. 2013).

Opinion

BERNSTEIN, J.,

On May 16, 2013, plaintiffs filed an amended complaint which alleged that substandard care at St. Monica Manor led to plaintiff’s decedent’s untimely death. Plaintiffs assert claims on behalf of plaintiff’s decedent and her estate under Pennsylvania’s Wrongful Death Act and Survival Act statutes. The decedent is survived by four children, Elizabeth Lipshutz, Susan Smit, Donald Fitzsimmons, and Steven Fitzsimmons. On June 5, 2013, defendants St. Monica Manor, Catholic Healthcare Services, and Archdiocese of Philadelphia filed preliminary objections alleging that plaintiffs’ claims are subject to a valid and binding arbitration clause. On June 5, 2013, the parties submitted a joint stipulation agreeing to conduct limited discovery on the enforceability of the arbitration agreement. On July 31,2013, this court ordered discovery, directed plaintiffs to answer defendants’ preliminary objections, and set a hearing date. The hearing was held on September, 17, 2013.

In 1993, plaintiff’s decedent executed a power of attorney (“ 1993 POA”) which appointed her two daughters as attorneys-in-fact. The 1993 POA stated, “This power of attorney shall become effective only upon my disability as certified in writing by two physicians. I would be disabled if I were unable to manage my property and affairs effectively for reasons such as mental illness, mental [441]*441deficiency, physical illness or disability, advanced age, chronic use of drugs, chronic intoxication, confinement, detention by a foreign power, or disappearance.”

On November 4, 2011, plaintiff’s decedent suffered a stroke and was admitted to Jefferson University Hospital (“Jefferson Hospital”). After the stroke, Ms. Lipshutz, plaintiff’s decedent’s daughter and executor of the estate, obtained a letter from plaintiff’s decedent’s physician explaining that the patient’s stroke left her “physically unable to care for her son.”1 Plaintiff’s decedent remained at Jefferson Hospital for two weeks before she was transferred to defendant St. Monica Manor’s facility. The Jefferson Hospital discharge records state that plaintiff’s decedent had an “impaired mental status.” They also demonstrate that she was unable to feed herself.2

Plaintiff’s decedent entered St. Monica Manor on November 11, 2011. Plaintiff’s decedent’s records demonstrate that upon admission she was confused.3 Some days later, as part of the formal admission process, Ms. Lipshutz signed an admission agreement.4 That agreement contained a mandatory arbitration clause. St. Monica Manor accepted Ms. Lipshutz’s signature pursuant to her power under the 1993 POA which was made part of the nursing home records. She was the only one of plaintiff’s decedent’s four surviving children to sign the arbitration agreement.

This case presents issues of first impression concerning federal preemption and the neutral application of general [442]*442Pennsylvania contract law.5 It also raises issues of the validity of the arbitration agreement, whether the agreement is binding on other children who may recover under the survival and wrongful death statutes, whether the court can properly sever one of four claimants under the statutes, or even separate the wrongful death from the survival claims.6

Ms. Liphutz signed the admission agreement pursuant to her authority under the 1993 POA. This POA specifically required the decedent’s disability be “certified in writing” by two physicians. Plaintiffs claim that this formal certification is a prerequisite to any authority, and therefore, the court cannot look to the totality of circumstances to make any factual determination about the validity of the POA at the time the arbitration agreement was signed. However, where continued care is essential to a patient’s well being, as it clearly was here, the court must make an ex post facto determination as to the patient’s actual disability. If healthcare facilities were required to wait for formal certifications, patients would be forced to await formalities before desperately needed care was provided. In the case of seriously ill or injured patients, this is literally the difference between life and death. The court must look to the totality of the evidence presented.

The medical records demonstrate that plaintiff’s decedent was disabled as defined by the POA when she entered St. Monica Manor. After her stroke, plaintiff’s decedent spent weeks at Jefferson Hospital. Her physician [443]*443believed that her physical condition prevented her from continuing as her disabled son’s guardian. Likewise, the hospital discharging physician believed that her mental status was impaired. She remained confused at St. Monica Manor. The evidence clearly demonstrates that when the arbitration agreement was signed, plaintiff’s decedent was unable to manage her affairs. Ms. Lipshutz had authority to act on her mother’s behalf with or without formal “certifications.”

This raises the issue of for whom, and for what claims, that signature is binding. In the only relevant Pennsylvania authority, Pisano v. Extendicare Homes, Inc.,7 the Superior Court was presented with these issues. Plaintiff’s decedent entered a long-term care facility. His daughter, Ms. Pisano, held a power of attorney for her father. She signed an admission agreement on his behalf. Plaintiff’s decedent’s surviving children brought a wrongful death claim against the facility. Ms. Pisano was not a party to the action and disclaimed any interest in any litigation proceeds.8 The facility claimed that the case must go to arbitration.

To determine whether the arbitration agreement was binding on wrongful death claimants, the Superior Court first considered Pennsylvania’s well-established public policy favoring arbitration, which aligns with the federal policy expressed in the FAA.9 “The fundamental purpose of the Federal Arbitration Act is to relieve the parties from expensive litigation and ‘to help ease the current [444]*444congestion of court calendars.’”10 However, this policy was not intended to place arbitration agreements above other contracts. “The FAA had not been designed to preempt all state lawrelatedto arbitration.”11 Rather, “when addressing the specific issue of whether there is a valid agreement to arbitrate, courts generally should apply ordinary state-law principles that govern the formation of contracts, but in doing so, must give due regard to the federal policy favoring arbitration.”12 In Elwyn v. Deluca,13 the Superior Court explained that “Even though it is now the policy of the law to favor settlement of disputes by arbitration and to promote the swift and orderly disposition of claims, arbitration agreements are to be strictly construed and such agreements should not be extended by implication. In general, only parties to an arbitration agreement are subject to arbitration.”14

In Pisano, the court found that the nursing home had an agreement only with the decedent, not the decedent’s heirs. Pennsylvania’s wrongful death statute does not characterize wrongful death claimants as third-party beneficiaries. “Wrongful death actions are derivative of decedents’ injuries but are not derivative of decedents’

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Burkett, R. v. St. Francis Country House
133 A.3d 22 (Superior Court of Pennsylvania, 2016)

Cite This Page — Counsel Stack

Bluebook (online)
33 Pa. D. & C.5th 438, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lipshutz-v-st-monica-manor-pactcomplphilad-2013.