In Re The Guardianship Of: Ella Nora Denny Thomas Anderson, App. v. Ohana Fiduciary Corp., Res.

CourtCourt of Appeals of Washington
DecidedAugust 1, 2016
Docket69117-1
StatusUnpublished

This text of In Re The Guardianship Of: Ella Nora Denny Thomas Anderson, App. v. Ohana Fiduciary Corp., Res. (In Re The Guardianship Of: Ella Nora Denny Thomas Anderson, App. v. Ohana Fiduciary Corp., Res.) 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
In Re The Guardianship Of: Ella Nora Denny Thomas Anderson, App. v. Ohana Fiduciary Corp., Res., (Wash. Ct. App. 2016).

Opinion

IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON

In the Matter of the Guardianship of: ELLA NORA DENNY, an incapacitated ) DIVISION ONE person. ) No. 69117-1 RICHARD DENNY and THOMAS ) (consol. with No. 69610-6-1) S§ i3g ANDERSON, ] 3s* f't'jl Q~~)

Appellants, UNPUBLISHED OPINION

v.

U3

OHANA FIDUCIARY CORPORATION, CO o FULL GUARDIAN OF THE ESTATE AND LIMITED GUARDIAN OF THE PERSON OF ELLA NORA DENNY,

Respondent. FILED: August 1,2016

Dwyer, J. — This appeal stems from proceedings in the management of

the limited guardianship of Ella Nora Denny. The appellants, one purportedly

acting as Mrs. Denny's "next friend," raise issues regarding nearly every decision made by the guardianship court since 2012. Finding no error in the superior court's management of the guardianship or its supervision of the guardian, we

affirm. No. 69117-1-1 (consol. with No. 69610-6-l)/2

I

Richard's Petition for Full Guardianship

In 2009, Richard Denny1 petitioned for guardianship of his mother, Ella

Nora Denny (Mrs. Denny), because Alzheimer's disease had allegedly made her

unable to recall signing conflicting legal documents and placed her at risk of

undue influence. Richard alleged that Mrs. Denny's incapacity was "moderate"

and that she "require[d] full support and assistance in managing her finances

[and] moderate assistance in managing health care and residential issues." Richard requested a full guardianship of both the person and estate of Mrs.

Denny and desired the appointment of a professional guardian. Independent counsel Timothy Austin represented Mrs. Denny in

responding to the guardianship petition filed by Richard. Mrs. Denny selected Austin because he had previously represented her on other matters. In Mrs.

Denny's response to the guardianship petition, she asked to retain the right to engage in estate planning, with Austin assisting her. Mrs. Denny did not askto retain counsel for any other purpose. Mrs. Denny also requested that no information about the guardianship be shared with her brother Martin Anderson. 2009 Order Appointing Limited Guardian of the Person and Full Guardian of the Estate

On December 17, 2009, the King County Superior Court entered an order

appointing a limited guardian of Mrs. Denny's person and a full guardian of her estate. Ohana Fiduciary Corporation was appointed as Mrs. Denny's limited

guardian.

Richard Denny is referred to hereinafter using his first name to avoid confusion.

-2- No. 69117-1-1 (consol. with No. 69610-6-l)/3

The order provides: "The powers of the Guardian and the rights retained,

limitation and restrictions placed on EllaNora Denny shall be as set forth in

Conclusion of Law."

Conclusion of Law 2.1 provides: "EllaNora Denny is an Incapacitated

Person within the meaning of RCW Chapter 11.88, and a Full Guardian of the

Estate and a Limited Guardian of the Person should be appointed."

Conclusion of Law 2.2 identifies the rights Mrs. Denny retained after the

guardianship:

a. Mrs. Denny shall retain the right to make or revoke a will, trust or other testamentary device under the direction of competent independent counsel. This estate planning may include, but not be limited to, gifting and transfer of interests to a family trust. b. Mrs. Denny shall retain the right to consent to or refuse medical treatment, subject to the conditions set forth herein. c. Mrs. Denny shall retain the right to decide who shall provide care and assistance, subject to the conditions as set forth herein. d. Mrs. Denny shall retain the right to make decisions regarding the social aspects of her life, subject to the conditions as set forth herein.

(Emphasis added.)

Consistent with Mrs. Denny's response to the guardianship petition, the

order also expressly terminated Mrs. Denny's right to enter into contracts except

in the furtherance of her estate planning through court-appointed counsel:

a. Mrs. Denny shall have the right to enter into contract provided it is solely under the advice and direction of competent independent counsel and in furtherance of her estate planning. Mrs. Denny shall also have the right to appoint someone to act on her behalf pursuant [sic] provided such appointment is solely in a testamentary devise. In allother areas, Mrs. Denny shall nothave the right to enter into a contract. b. Mrs. Denny shall not have the right to sue or be sued other than through a guardian.

-3 No. 69117-1-1 (consol. with No. 69610-6-l)/4

d. Mrs. Denny shall not have the right to buy, sell, mortgage or lease property other than through the guardian.

Conclusions of Law 2.3, 2.4, 2.5, and 2.6 of the order detail the authority

and responsibilities of the guardian, with express reference to the guardianship

statute, chapter 11.92 RCW. Ohana received "[a]ll of the powers of a Guardian

of the estate pursuant to the provisions of Chapter 11.92 RCW," and "[a]ll of the

powers and responsibilities of a Guardian of the person pursuant to the

provisions of Chapter 11.92 RCW, limited by the language in this Order." The order also specified the decision-making standard as follows:

[T]he guardian shall make reasonable efforts to ascertain EllaNora Denny's stated, current and historic preferences and shall give significant weight to such preferences. When the competent preferences of EllaNora Denny cannot be ascertained, the Guardian is responsible for making decisions which are in EllaNora Denny's best interest. Adetermination of her best interest shall include consideration of her stated preferences, as well as consultation with Richard Denny and Marianne Zak [Mrs. Denny's daughter].

Richard's attorney prepared and presented the order establishing the guardianship for Mrs. Denny on December 17, 2009. Richard and Mrs. Denny both attended the hearing. No objections were made to entry of the 2009 order. Incorrect Letters of Guardianship Issued then Corrected

For the first 17 months of Mrs. Denny's guardianship, from December 21,

2009 through May 16, 2011, letters of limited guardianship of the person were in effect. These letters were provided to Mrs. Denny's medical providers during that

time. No. 69117-1-1 (consol. with No. 69610-6-l)/5

In December 2010, in response to a request from the guardian, the

superior court authorized the guardian to involve Mrs. Denny's children in her

healthcare as follows:

The guardian is hereby authorized to allow Ms. Denny to manage her own medical and dental care with the assistance of her children, provided that: • The children inform all medical, dental and other care providers that there is a guardianship in place . .. • The children inform the guardian of each medical, dental or other health care appointment, in advance of the day of the appointment. . . • At the guardian's discretion if any proposed treatment might be detrimental to Ms. Denny's health, the guardian shall retain authority to withhold consent for the treatment; and • If the children fail to follow such court direction, the court will entertain an order restraining them from further involvement in their mother's health care.[2]

Soon thereafter, Ohana filed its first "Annual Report and Care Plan," which

was approved on March 31, 2011, after notice to Richard and Mrs. Denny. This report correctly identified Ohana as Mrs. Denny's "limited guardianship ofthe person," and did not request that the superior court change the scope ofthe limited guardianship.

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In Re The Guardianship Of: Ella Nora Denny Thomas Anderson, App. v. Ohana Fiduciary Corp., Res., Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-guardianship-of-ella-nora-denny-thomas-anderson-app-v-ohana-washctapp-2016.