Root v. Emeritus Corp. CA1/5

CourtCalifornia Court of Appeal
DecidedMay 17, 2013
DocketA134748
StatusUnpublished

This text of Root v. Emeritus Corp. CA1/5 (Root v. Emeritus Corp. CA1/5) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Root v. Emeritus Corp. CA1/5, (Cal. Ct. App. 2013).

Opinion

Filed 5/17/13 Root v. Emeritus Corp. CA1/5

NOT TO BE PUBLISHED IN OFFICIAL REPORTS

California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

FIRST APPELLATE DISTRICT

DIVISION FIVE

JOYCE ROOT et al., Plaintiffs and Respondents, A134748 v. EMERITUS CORPORATION AND (Solano County EMERITUS AT WESTWIND Super. Ct. No. FCS038463) GARDENS, Defendants and Appellants.

Emeritus Corporation and Emeritus at Westwind Gardens appeal from an order denying their petition to compel the arbitration of claims brought against them by respondents Joyce Root et al., as successors in interest to Geneva Benthin, a deceased former resident at Westwind Gardens. Appellants had based their petition on an arbitration agreement purportedly signed on Benthin‟s behalf pursuant to a uniform statutory form power of attorney and a health care power of attorney in a California advance health care directive. Appellants contend the court erred in: (1) ruling that the powers of attorney, which were neither notarized nor acknowledged by witnesses, were invalid; (2) finding there was insufficient evidence that the arbitration agreement was signed by an ostensible agent; and (3) denying appellants‟ request for a continuance of the hearing to conduct discovery on the validity of the powers of attorney. We will affirm the order.

1 I. FACTS AND PROCEDURAL HISTORY Appellant Emeritus at Westwind Gardens is a residential care facility for the elderly that is managed and operated by appellant Emeritus Corporation. In California, a residential care facility for the elderly is a housing arrangement in which 75 percent of the residents are at least 60 years old and staff provides varying levels of care and supervision. (Cal. Code Regs., tit. 22, § 87101, subd. (r)(5).) Geneva Benthin (Benthin) lived at Emeritus at Westwind Gardens for about two years before her death in September 2010 at the age of 94. For convenience and consistent with the parties‟ practice, we will refer to Emeritus at Westwind Gardens and Emeritus Corporation collectively as “Emeritus.” A. Agreements and Powers of Attorney As part of the paperwork for Benthin‟s admission to Emeritus in August 2008, Benthin‟s daughter, Joyce Root, signed a Resident Agreement and checked two boxes on the agreement indicating that Root was the responsible party and had power of attorney to act on Benthin‟s behalf. On that same day, Root also signed an “Agreement to Resolve Disputes by Binding Arbitration” (Arbitration Agreement) as Benthin‟s “authorized representative.” In pertinent part, the Arbitration Agreement stated: “[A]ny action, dispute, claim, or controversy of any kind, whether in contract or in tort, statutory or common law, personal injury, property damage, legal or equitable or otherwise, arising out of the provision of assisted living services, healthcare services, or any other goods or services provided under the terms of any agreement between the Parties, including disputes involving the scope of this Arbitration Agreement, or any other dispute involving acts or omissions that cause damage or injury to either Party, except for matters involving evictions, shall be resolved exclusively by binding arbitration and not by lawsuit or resort to the judicial process, except to the extent that applicable law provides for judicial review of arbitration proceedings. To the fullest extent permitted by law, this Arbitration Agreement shall apply to third parties not signatories to this Agreement, including any spouse, heirs, or persons claiming through the Resident.”

2 The Arbitration Agreement specified that it would be governed by the Federal Arbitration Act (9 U.S.C., §§ 1-16) and that arbitration would be administered by the National Arbitration Forum. In addition, the Arbitration Agreement advised, “[a]dmission to the Community is not contingent upon signing this agreement.” Root also presented Emeritus with two powers of attorney: a “Uniform Statutory Form Power of Attorney” and a “California Advance Health Care Directive Including Power of Attorney for Health Care.” The documents were purportedly signed by Benthin, but Benthin‟s signature on them was neither notarized nor acknowledged by witnesses. The uniform statutory form power of attorney was purportedly signed by Benthin on September 6, 2007. According to this form, Benthin appointed Root as her attorney-in-fact with respect to a broad variety of matters, including “personal and family maintenance.” The power of attorney indicated Benthin‟s agreement that a third party receiving a copy of the power of attorney could “act under it.” The California advance health care directive, including a health care power of attorney, was also purportedly signed by Benthin on September 6, 2007. According to this document, Benthin appointed Root as her agent to make medical and health care decisions for her when Benthin lacked the mental capacity to make them. Attached to the power of attorney is a form ostensibly disclosing Benthin‟s health care preferences. B. Respondents’ Lawsuit Around 5:50 a.m. on September 7, 2010, Benthin fell on Emeritus‟ premises and suffered terminal injuries. She died four days later. Benthin‟s successors-in-interest – respondents Root, Donna Morgan, and Elnora Good – sued Emeritus for damages, asserting causes of action for elder abuse, fraud, wrongful death, and violation of Health & Safety Code section 123110 (requiring provision of copies of medical records). Respondents alleged that Emeritus left Benthin outside and unattended in the dark and on wet pavement in the facility‟s courtyard, despite knowing that she was confused and disoriented, had a history of falls and an unsteady gait, was visually impaired, needed assistance of a walker, and suffered from advanced dementia and

3 osteoporosis. Benthin fell, suffering a laceration, multiple brain contusions and intracranial bleeding, and fractures to her frontal bone, right hip, right ribs and right femur. Found lying in a pool of blood, she was transported by ambulance to a hospital, where she later died. C. Emeritus’ Petition to Compel Arbitration In October 2011, Emeritus filed a petition to compel arbitration of the claims in respondents‟ complaint, setting a hearing date for four months later in February 2012. Emeritus based its petition on the Resident Agreement, the Arbitration Agreement, and the powers of attorney; Emeritus attached these documents to a declaration of its counsel, who had no personal knowledge of their execution. Respondents opposed the petition, arguing that Emeritus failed to establish a valid agreement to arbitrate because the powers of attorney were invalid. Respondents also argued that the Arbitration Agreement was not properly authenticated, it could not be enforced because the named arbitration forum was shut down, the agreement was unconscionable, and arbitration would result in inconsistent rulings. In reply, Emeritus argued, among other things, that the Arbitration Agreement was valid and that Root in any event had ostensible authority to sign the agreement based on her own statements and the invalid powers of attorney Benthin purportedly signed. D. Denial of Petition to Compel Arbitration At the hearing on Emeritus‟ motion, Emeritus argued that it believed there was a valid power of attorney somewhere in existence – that is, one that was witnessed or notarized – but not all of the pages had been provided to Emeritus when Benthin was admitted.

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Root v. Emeritus Corp. CA1/5, Counsel Stack Legal Research, https://law.counselstack.com/opinion/root-v-emeritus-corp-ca15-calctapp-2013.