Northstar Case Management Obo Raymond Bell, V. State Of Wa Dshs

Court of Appeals of Washington·Decided June 22, 2026·No. 86505-6·Unpublished

Opinion

IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON

ESTATE OF RAYMOND L. BELL, by and through Channa Copeland, his No. 86505-6-I Personal Representative; and Northstar Case Management, his Guardian and Conservator, DIVISION ONE

Petitioner,

UNPUBLISHED OPINION

v.

STATE OF WASHINGTON, DEPARTMENT of SOCIAL and HEALTH SERVICES; ADULT PROTECTIVE SERVICES and DOES 1-5, individuals and entities,

Respondents.

CHUNG, J. — Raymond Bell was a vulnerable adult with dementia and other documented health issues. 1 Between February 2020 and July 2021, the Department of Social and Health Services (the Department) received nine separate referrals raising concerns about Bell’s health and well-being. Several referrals were made by individuals concerned that Annette Shine, Bell’s caretaker and alleged significant other, was financially exploiting Bell and did not have his best interests in mind. After investigation, the Department closed all reports and concluded that any claims of abuse, neglect or exploitation were inconclusive or unsubstantiated. Bell’s certified professional guardian, Northstar Case Management (Northstar), filed claims on his behalf against the

1 During the pendency of this appeal, Bell passed away and Channa Copeland, his former guardian, was substituted in his place as personal representative for the Estate of Raymond Bell.

Department, including for an implied statutory cause of action for negligent investigation. The trial court granted the Department’s motion for summary judgment dismissing Bell’s claims except for the claim of outrage.

A commissioner of this court granted discretionary review of the dismissal of Bell’s statutory negligence claim. The sole issue before this court is whether under the abuse of vulnerable adults act (AVAA), chapter 74.34 RCW—specifically, RCW 74.34.063 and .067—a private plaintiff may pursue a claim against the State for negligent investigation or negligent failure to provide protective services.

Applying the test in Bennett v. Hardy, 113 Wn.2d 912, 784 P.2d 1258 (1990), we conclude that although the AVAA grants the Department the authority to investigate referrals of abuse and neglect, it does not mandate it to do so. Further, implying a cause of action against the Department for negligent investigation and failure to provide protective services is not consistent with the statutory purpose. We therefore hold there is no implied statutory cause of action against the State for negligent investigation or ensuing failure to provide protective services and affirm the trial court’s order granting summary judgment and dismissing Bell’s claim for negligent investigation.

FACTS

Raymond Bell was diagnosed with dementia in January 2020 and had other documented health issues such as diabetes, kidney disease, and hypertension. Bell’s dementia diagnosis was associated with memory problems, significant cognitive challenges, and the inability to independently care for himself. Based on these conditions, Bell was considered a vulnerable adult under the AVAA. See RCW 74.34.005(3), (4).

Between February 2020 and July 2021, the Adult Protective Services (APS)

subdivision of the Department received nine referrals regarding Bell. 2 The first referral to APS on February 21, 2020, expressed concern for Bell’s ability to regularly take his medications and manage his finances. This referral was assigned to APS investigator Katie Condreay. While the first referral investigation was pending, APS received a second referral regarding Bell on March 12, 2020, alleging that Bell may have been financially exploited by an unknown perpetrator who took his car keys, wallet, and jewelry. Bell disclosed to Condreay that he had a friend, Annette Shine, who was being released from prison and would “help take care of him.”

As part of Condreay’s investigation into the self-neglect and financial exploitation claims, she interviewed Bell at his home on March 18, 2020. Bell explained he was misplacing items and struggling to pay his bills. In her report, Condreay noted that Bell had “accepted a referral for Case Management to assist with obtaining benefits and care coordination” and was assigned a case manager through Aging and Disability Services (ADS). In April 2020, Condreay completed her investigations into the two referrals and determined that the claim of self-neglect was inconclusive and the claim of financial exploitation was unsubstantiated.

On July 23, 2020, APS received its third referral about Bell alleging neglect by Shine, to which APS assigned investigator Alexis Pullen. This referral was prompted by Bell’s admission to the hospital on July 15, where he was involuntarily held for monitoring after he allegedly pulled a knife on Shine. While Bell was at the hospital, a

2 Some of the reports identify the reporter. However, other referrals redact the reporter

information or may have been made anonymously. See RCW 74.34.067(2) (“[T]he department shall interview the complainant, unless anonymous.”).

hospital social worker, Debbie Sullivan, expressed to Pullen that she did not feel that Shine was acting in Bell’s best interest and inquired about obtaining guardianship for Bell. Pullen reported that although Bell had been referred to ADS for case management services and was approved for 63 hours per month through the CFC/COPES program, 3 he was not financially eligible. Pullen completed her investigation on August 17. She concluded that the allegation of neglect by Shine was unsubstantiated and that Bell’s behavior “was due to progression in his dementia and not as a result of poor care by” Shine.

On August 19, 2020, APS received its fourth referral about Bell alleging financial exploitation by Shine, prompted by Shine’s use of Bell’s car, allegedly absent his permission. APS investigator Sofia Lawrence completed her investigation on April 14, 2022, finding that the claim of financial exploitation was inconclusive and that “there is contradictory and insufficient evidence to make a clear finding.”

On September 25, 2020, APS received its fifth referral regarding Bell, alleging self-neglect for not taking his medications or partaking in self-hygiene. APS investigator Lauren Basnar completed her investigation on April 12, 2021, and found that the claim of self-neglect was unsubstantiated.

3 Community Options Program Entry System (COPES) is “a medicaid home and community-

based services (HCBS) waiver program.” WAC 182-513-1100. Community First Choice (CFC) is “a medicaid state plan home and community-based service.” Id. COPES provides services “for individuals who, in the absence of the home and community-based services and supports provided under COPES, would otherwise require the level of care furnished in a nursing facility.” See Washington State Department of Social and Health Services, Long-Term Care Manual, at 7D.1, 7D.3 (last revised 05/2024), https://www.dshs.wa.gov/sites/default/files/ALTSA/hcs/documents/LTCManual/Chapter%207d.pdf. Services covered by the COPES waiver act as a wraparound to services available to the CFC State Plan program. Id. Pullen’s report notes that Shine could not act as Bell’s COPES caregiver “because she is a felon.”

On December 29, 2020, APS received its sixth referral regarding Bell, this one alleging financial exploitation by Shine. The referral was made after Bell attempted to make a cash withdrawal with an expired identification card and was denied. Then, 15-20 minutes later, Shine attempted to cash a check “allegedly signed by” Bell. Basnar completed her investigation on June 10, 2021, and concluded that the claim of financial exploitation was inconclusive.

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