Robert Hale v. Bridge Builders

CourtCourt of Appeals of Washington
DecidedAugust 20, 2013
Docket43265-0
StatusUnpublished

This text of Robert Hale v. Bridge Builders (Robert Hale v. Bridge Builders) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Robert Hale v. Bridge Builders, (Wash. Ct. App. 2013).

Opinion

FILED OURT O APP + 01VISIUYN if 2013 AUG 0 PPS 12=4-5 I Ht14 ON IN THE COURT OF APPEALS OF THE STATE OF WASHIN y `"

B 1\ I

DIVISION II NOES 1' i

ROBERT LISLE HALE, Personal No. 43265 0 II - -

Representative of the ESTATE OF LISLE HALE,deceased; CLARA HALE, surviving spouse of LISLE HALE; ROBERT L.HALE;DONALD HALE; and TRICIA HALE,

Appellants,

V.

BRIDGE BUILDERS, LTD.; MINDI R. BLANCHARD and JOHN DOE BLANCHARD; BRENDA S. CARPENTER and JOHN DOE CARPENTER; JANET WATRAL and JOHN DOE WATRAL; UNPUBLISHED OPINION MICHAEL R.HASTINGS and JANE DOE HASTINGS; and MICHAEL R.HASTINGS, P. ., S

WoxsWICK, C. . — J The Hale family appeals the summary dismissal of their case. The

Hales, a family consisting of two elderly adults and their three adult children, sued Bridge

Builders, a company that provides personal services to elderly people. The adult children placed

their elderly parents in an assisted living facility. Because the parents did not want to move, they

became upset and, with the help of Bridge Builders, made plans to move back home. About a

week later, the adult children convinced their parents that the decision to move back home was

financially unsound and the move was cancelled. The Hales sued Bridge Builders and a No. 43265 0 I1 - -

registered nurse at the assisted living facility, seeking. eclaratory judgments and a variety of tort d claims. The trial court dismissed all of the Hales' claims on summary judgment. We affirm.

Ia7: T

Lisle and Clara Hale, an elderly couple, lived at their home in Sequim, Washington in

2008. Lisle and Clara' have three adult children: Tricia, Donald, and Robert. Tricia lived with

her parents and managed their care for many years. Donald held durable powers of attorney for

his parents, and Robert was named as the successor attorneyin fact. - -

In 2007, Lisle's and Clara's health deteriorated. They became increasing frail and

suffered from dementia. By March 2008, Lisle,who was 86 years old, and Clara, who was 90

years old,required round- clock care. At about this time,the family decided Lisle should be the -

moved to an assisted living facility. They moved Lisle to Sherwood Assisted Living on April 4,

2008. Lisle did not want to move and was upset.

Shortly thereafter, the family determined that Clara should be moved to Sherwood as

well. Using a ruse, the children moved Clara to Sherwood on June 3. Family members told

Clara that she was going to Sherwood to have lunch with Lisle. The Hale children told Janet — Watral,the director at Sherwood who was also a.registered nurse, that Clara would likely be

upset. The next day, Tricia and Donald went to Sherwood to visit and deliver medication for

Clara. They were asked to wait and talk to Watral first. Watral told them that Lisle and Clara

Because members of the Hale family share the same last name, we refer to them by their first names for clarity, intending no disrespect.

2 No. 43265 0 II - -

were irate and had hired a lawyer. Watral told Tricia and Donald that it would be best if they not

visit their parents. That day, Lisle and Clara met an attorney,Michael Hastings. On June 5,Hastings contacted Mindi Blanchard, the owner of a company called Bridge

Builders, Ltd. Bridge Builders provides personal and assisted living services to the residents of

Clallam County. Bridge Builders' website listed a wide variety of services, including:

AdvocacyMediation / Daily Reminders Daily Check in Calls - Bill Paying and Financial Organizing Monthly Checkbook Reconciliation Reconcile Your Medical Insurance Organize Caregiver Assistance Coordinating Care Peace of Mind Program Personal Shopper Transportation to Appointments Neighborhood Caregiver Services Take Your Pet to the Groomer or Vet Outings; Family Liaison Letter/ ote Writing N Mail Sorting and Filing Telephone Call Assistance Computer Assistance - Help Activate Your LTC [( long term care)] - Insurance Notary Service Homecoming Residential Placement.Assistance Meals Delivered to Your Home Friday Flowers Power of Attorney Certified Professional Guardian Representative of the Estate Educational Workshops

2 Bridge Builders asserts that they met Hastings the next day on June 5.Whether it was June 4 or June 5,the date is not material to the issues presented in this appeal.

3 No. 43265 0 II - -

Continuing Education Conference

Clerk's Paper ( P)at 325 30. C -

The website stated that Bridge Builders does not " rovide personal care"and that it is " ot a p n

caregiving agency."CP at 335 36. -

Lisle and Clara had contacted Hastings seeking to change their power of attorney from

their children. Hastings asked Blanchard if she would act as Lisle and Clara's new attorney in- -

fact. Blanchard met with Lisle, Clara, and Hastings at Sherwood Assisted Living on June 5.

Lisle and Clara told her that their children tricked them into moving to Sherwood Assisted

Living and that they wanted to move back into their home. They were also concerned that their

children were accessing their money. Blanchard told Lisle and Clara that Bridge Builders could

assist them in moving back home. Lisle and Clara agreed that they wanted Blanchard to act as

their attorney in fact. On June 6,they executed new powers of attorney and revoked the old - -

ones. Lisle also called Blanchard and asked her to change the financial accounts so that his

children would no longer have access.

Blanchard visited Lisle and Clara again on June 9 and talked aboutmoving home. Later, -

Blanchard went to Washington Mutual Bank, where Lisle and Clara banked. On June 10,

Blanchard brought the elderly Hales to the bank and changed their accounts. They discussed

planning the move for June 12. Because Lisle told Blanchard that he did not want his children accessing the house, Blanchard met a locksmith and had the locks changed. On June 10 and 11,

Bridge Builders contacted private caregivers and inhome care agencies to provide in home care - - for Lisle and Clara.

rd No. 43265 0 II - -

On June 12, Donald Hale went to visit his parents. At some point that day, Lisle, Clara,

and Donald spoke with Robert over the phone, and Donald recorded the conversation. Lisle and Clara decided it was not in their financial interest to move back home. Later that day, Brenda

Carpenter, an employee at Bridge Builders, went to talk to Lisle and Clara to prepare them for the move. When she arrived, Donald told her that Lisle and Clara would not be moving. Bridge

Builders canceled the moving plans.

The Hales sued Bridge Builders,Mindi Blanchard, Brenda Carpenter, Janet Watral, and

Michael Hastings in April 2009. The Hales sought declaratory judgments that Bridge Builders

was an " n home services agency"required to be licensed under chapter 70. 27 RCW and that i - 1

Blanchard, Carpenter, and Bridge Builders were prohibited from serving as attorney in fact for - - either Lisle or Clara. The Hales also sought damages for:violations of the vulnerable adults act and the Consumer Protection Act6 ;malpractice by Blanchard, Carpenter, Bridge Builders, and Watral; interference with the Hale family;negligent infliction of emotional distress; and outrage.

In December 2011, Bridge Builders moved for summary judgment of all of the Hales'

claims. The trial court granted their motion. Later,the trial court entered an amended order and --

memorandum making the dismissal of the Hales' claims applicable to Watral. The Hales appeal

the dismissal of their case on summary judgment.

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