Sanchez v. Helen Porter Nursing Home, Inc.

CourtDistrict Court, D. Vermont
DecidedOctober 5, 2023
Docket2:20-cv-00153
StatusUnknown

This text of Sanchez v. Helen Porter Nursing Home, Inc. (Sanchez v. Helen Porter Nursing Home, Inc.) is published on Counsel Stack Legal Research, covering District Court, D. Vermont primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sanchez v. Helen Porter Nursing Home, Inc., (D. Vt. 2023).

Opinion

UNITED STATES DISTRICT COURT FOR THE DISTRICT OF VERMONT

LISA L. SANCHEZ, as Administratrix : of the ESTATE OF JOYCE ELAINE : MUNSON, : : Plaintiff, : : v. : Case No. 2:20-cv-153 : HELEN PORTER NURSING HOME, INC. : D/B/A THE UNIVERSITY OF VERMONT : HEALTH NETWORK-HELEN PORTER : REHABILITATION AND NURSING, : : Defendant. :

OPINION AND ORDER Plaintiff Lisa Sanchez, as administratrix of the estate of her mother, Joyce Munson, has sued Defendant Helen Porter Rehabilitation and Nursing (“Helen Porter”) for discrimination on the basis of disability in violation of the Fair Housing Act, Americans with Disabilities Act, Rehabilitation Act, and Vermont Fair Housing and Public Accommodations Act. Sanchez argues that Ms. Munson was denied admission to Helen Porter because of mental illness. Helen Porter now moves for summary judgment. It argues that Sanchez cannot make out a prima facie case of discrimination, and that even if she can, it had a legitimate and nondiscriminatory reason for denying admission to Ms. Munson – namely, a lack of space. For the reasons set forth below, the motion for summary judgment is denied. Factual Background

Helen Porter Rehabilitation and Nursing, the Defendant, is a residential skilled nursing facility located in Middlebury, Vermont. ECF No. 35-1 at 1. The facility offers a variety of services including three that are particularly relevant to this case: post-acute care, memory care, and long-term care. Id. Joyce Munson was born in Lincoln, Vermont in 1940 and lived in Addison County until 2016. ECF No. 35-1 at 2. Beginning in 2014, Ms. Munson suffered several falls that landed her in Helen Porter on three occasions prior to the filing of this lawsuit. Id. at 3. Ms. Munson passed away in Williston, Vermont on October 1, 2018. Her daughter, Lisa Sanchez, is the administratrix of her estate and the Plaintiff in this case.

Sanchez asserts that Ms. Munson struggled with mental illnesses including depression, borderline personality disorder, an anxiety disorder, and dementia. ECF 35-1 at 2. For the purposes of summary judgment, Helen Porter does not dispute Ms. Munson’s mental illness. See ECF No. 32 at 8. Ms. Munson resided at Living Well Care Home (Living Well) in Bristol, Vermont from October 2016 until February 2017. During her tenure at Living Well, Ms. Munson suffered “four or five” falls, the last of which resulted in her admission to the Porter Hospital emergency department. ECF No. 35-1 at 4. Ms. Munson was a patient at Porter Hospital from February 9, 2017 until March 3, 2017. At some point during that tenure Ms. Munson

told Porter Hospital staff that she did not feel safe returning to Living Well. ECF No. 35-1 at 4. Shortly after Ms. Munson’s admission to Porter Hospital, hospital staff referred her to Helen Porter — one of two methods through which Helen Porter receives requests for admission.1 ECF No. 35-1 at 5; ECF No. 32-6 at 5. Around February 20, 2017, Sanchez spoke with Porter Hospital case management officer Anza Armstrong, the staff worker tasked with placing Ms. Munson into a long-term care facility upon her discharge from the hospital. ECF No. 32-7 at 23. Armstrong told Sanchez that, according to Helen Porter staff, Ms. Munson was “not a good fit” for residence at Helen Porter because of “past behavior” while at the facility. Id.

Armstrong told Sanchez that this decision was made by Helen Porter’s Doctor Karen Fromhold, and that Ms. Munson would not be placed on a waitlist at Helen Porter. ECF No. 32-7 at 23. In her deposition, Armstrong was asked whether Helen Porter’s rejection

1 The other is through a direct patient application on a paper form. See ECF No. 35-1 at 5. In cases initiated via hospital referral, Porter Hospital staff generally include the patient’s name and information regarding the patient’s needs. Helen Porter will then gather additional information necessary to make an admission decision. ECF No. 35-1 at 5. The parties dispute whether hospital referral alone (without a written patient application) should have been enough to place a patient on a waitlist. ECF No. 35-1 at 10. of Ms. Munson’s application was due to a lack of beds. ECF No. 35-14 at 3. She responded, “[w]ell, it depends – I’m thinking about that – no.” ECF No. 35-14 at 4. Armstrong was then asked

if there was “anything about Joyce Munson’s behaviors that was a concern on the part of the nursing home admitting her,” to which she responded, “I don’t remember it being behavior so much as her mental health needs.” ECF No. 35-14 at 4. Sanchez then set up a call with Doreen Kadric, Helen Porter’s Admissions Director. Kadric stated that Ms. Munson’s denial was based on a lack of space rather than on past behavior or mental health. ECF No. 32-7 at 25. Sanchez made a specific request for Ms. Munson to be placed on the waitlist, and Kadric acceded (although “begrudgingly” according to Sanchez). ECF No. 35-1 at 15; ECF No. 32-7 at 25. It is not clear whether Kadric agreed to add Ms. Munson to the waitlist for a memory care bed

or a long-term bed. ECF No. 32-7 at 26. Sanchez assumed that it would be a long-term bed because Ms. Munson had not yet been diagnosed with dementia. Id. Kadric also represented to Sanchez that Ms. Munson was 34th on the waitlist at that time. Id. In her deposition, Kadric testified that Helen Porter did not have any long-term or memory care beds available when Ms. Munson was referred in February of 2017. Still dissatisfied, Sanchez set up a meeting with various Helen Porter administrators including Acting Director Bruce Bodemer. ECF No. 32-7 at 27. She claims that Bodemer informed her that “it didn’t matter whether Joyce Munson was admitted to the Long Term Care [or] the Memory Unit . . . the important

thing was to be admitted when the first bed became available.” ECF No. 35-1 at 9; ECF No. 35-7 at 6; ECF No. 35-16 at 7. Sanchez attests that she was instructed to accept a spot on whichever waitlist was shortest – which, at that time, was the waitlist for memory care. ECF No. 35-1 at 9. Sanchez contends that she was optimistic about her mother’s case because preferred patients were frequently advanced to the top of the waitlist. She cites deposition testimony from Armstrong indicating that Helen Porter offered priority to Addison County patients. See ECF No. 35-1 at 8 (“Admissions did not always ‘go right by the waiting list.’”); ECF No. 35-14 at 6 (same).

On March 3, 2017, Ms. Munson was discharged from Porter Hospital and moved to the Dementia Unit at Mountain View Center in Rutland, Vermont. ECF No. 35-1 at 13; ECF No. 32-7 at 10. The parties agree that Ms. Munson was not an appropriate patient for dementia care, so she was transferred to the “long-term care unit” at Mountain View. Id. at 14; ECF No. 32-7 at 10. She remained there while the parties continued to discuss her status on Helen Porter’s waitlist. On August 2, 2017, Kadric sent an email to Porter Hospital Case Manager Alison Wurst noting that Ms. Munson was 7th on Helen Porter’s memory care waitlist and stating that it “will be a fun day when she hits #1.” See ECF No. 35-10 at 1. Id. Counsel for

Helen Porter contends that Kadric’s “fun day” comment referenced no longer having to manage Bruce Bodemer’s push to admit Ms. Munson. ECF No. 56 at 10. But Kadric’s deposition testimony on that point is unclear: Q: “Was [the “fun day” comment] directed in any way toward Joyce Munson’s daughter, Lisa Sanchez?

A: No, it was Bruce making – having conversations that I was not a part of, that I couldn’t control. Um, so, again, the facts are No. 7, if he was moving her up the wait list ahead of people, um, then that was – it was his behavior that was going to impact that, if she hit – if she moved to the top of the list.

On August 24, 2017, Mary Jane Nottonson took control of Helen Porter’s waitlist from Kadric.

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