William H. Williams, V. v. Susan F. D'Andelet

Court of Chancery of Delaware·Decided December 29, 2025·No. C.A. No. 2024-1349-SEM·Published

Opinion

COURT OF CHANCERY

OF THE

STATE OF DELAWARE

SELENA E. MOLINA LEONARD L. WILLIAMS JUSTICE CENTER SENIOR MAGISTRATE IN CHANCERY 500 NORTH KING STREET, SUITE 11400 WILMINGTON, DE 19801-3734

December 29, 2025

Kashif I. Chowdhry, Esquire Jason C. Powell, Esquire Madeline S. Bloom, Esquire Laurel A. LaLone, Esquire Parkowski, Guerke & Swayze, P.A. The Powell Firm, LLC 909 Silver Lake Blvd., 1st Floor 1813 N. Franklin Street Dover, DE 19904 Wilmington, DE 19802

Dean A. Campbell, Esquire Law Office of Dean A. Campell, PA 703 Chestnut Street Milton, DE 19968

RE: William H. Williams, V., et al. v. Susan F. D’Andelet, et al., C.A. No. 2024-1349-SEM

Dear Counsel:

In this final report, I recommend the principal’s motion to dismiss be granted and this case closed. Ultimately, this action, as I explain more fully herein, amounts to an unsupported attack on the principal’s autonomy and must be dismissed at her behest under the Durable Personal Powers of Attorney Act.

December 29, 2025 Page 2 of 19

I. BACKGROUND This report builds upon my June 9, 2025 oral ruling 1 and July 25, 2025 report.2 It is being issued with the benefit of oral argument on November 25, 2025. I provide only a brief background.3 Through this action, William H. Williams, V and Steven D. Williams (the “Plaintiffs”), individually and in their purported capacity as agents for Nettie May Williams (the “Principal”) dispute the authority of Susan F. D’Andelet (the “Defendant”) 4 to act on behalf of the Principal. Specifically, they contest the validity of documents executed by the Principal on September 6, 2024 through which the Defendant was appointed as the Principal’s sole agent (the “2024 Documents”).5 I begin with a bit about the family. The Plaintiffs and the Defendant are the adult children of the Principal, who enjoyed her 95th birthday on November 23rd.6 The Plaintiffs plead that in or around her late 80s, the Principal was diagnosed with dementia; the medical records cited in support, however, reflect only that the

1 See Docket Item (“D.I.”) 46.

2 D.I. 50.

3 I take this brief background from the well-pled allegations set forth in the Plaintiffs’ second amended complaint, see D.I. 60 (“Second Am. Compl.”). 4 I use the singular “Defendant” to avoid confusion but acknowledge that the Plaintiffs brought this action against the Defendant in multiple capacities. 5 Second Am. Compl. ¶ 18.

6 D.I. 65 Ex. B.

December 29, 2025 Page 3 of 19

Principal was treated for “lack of memory.” 7 By 2021, though, her medical records reflect she was diagnosed with late onset Alzheimer’s or vascular dementia.8 After these diagnoses, in 2022, the Principal’s husband passed, and she looked to her children for comfort and support. 9 Initially, it was the Plaintiffs who stepped up. They took turns either staying with their mother or having her stay with them. They were, together, her primary caregivers. 10 But through a power of attorney and advance healthcare directive, both executed in August 2022, the Principal named her three children as equal co- agents.11 And, ultimately, the Principal decided it was her daughter, the Defendant, with whom she wanted to live fulltime.12 Her children respected her wishes and since around October 2022, the Principal has lived with the Defendant in Ocean View, Delaware.13 To their chagrin, however, the Plaintiffs have had difficulty visiting and maintaining a relationship

7 Second Am. Compl. Ex. H at 20.

8 Id. at 1.

9 Second Am. Compl. ¶ 6.

10 Id.

11 Second Am. Compl. ¶¶ 3, 8.

12 Id. at ¶ 9.

13 Id.

December 29, 2025 Page 4 of 19

with the Principal in the years since.14 Specifically, they aver they have not seen or heard from their mother since April 2024.15 Under this arrangement, the Plaintiffs have grown concerned about the Defendant’s actions as co-agent, making financial and medical decisions for the Principal. 16 The amended complaint addresses those concerns in some detail, but it is neither here nor there for purposes of this report. I focus, rather, on the allegations that go to the Principal’s capacity.

The Plaintiffs allege that the Principal’s “dementia has progressed since her initial diagnosis in 2018 such that, at the present time, she lacks capacity to manage personal financial and legal matters independently.”17 The Plaintiffs allege that from 2022 through 2024, before they lost contact, the Principal “exhibited symptoms of confusion, forgetfulness, extreme fatigue and dependance . . . and such symptoms continued to erode, along with increased [frailty] and weakness[.]” 18 They allege

14 Second Am. Compl. ¶¶ 14–16.

15 Id. at ¶ 10.

16 Id. at ¶¶ 10–13.

17 Id. at ¶ 17.

18 Id. Such symptoms, per affidavits attached to the complaint, include the Principal: (1) telling a friend in 2022 that her husband was 149 years old when he died, (2) speaking in incomplete sentences “on many occasions in 2023 and 2024,” (3) getting confused mid- sentence, (4) asking if she had enough money in her wallet to cover, and asking for help paying, a dinner bill, (5) forgetting where the bathroom was in her home, (6) forgetting

December 29, 2025 Page 5 of 19

“even in 2023, [the Principal] was dependent on others to handle her finances and manage her medications and could not even order off a restaurant menu without assistance.” 19 Further, they allege the Principal does not drive and “is no longer able to operate a telephone without assistance.”20 Based on these allegations, the Plaintiff seek to challenge the 2024 Documents, through which the Defendant was appointed as the Principal’s sole agent. The Plaintiffs contend the Principal lacked capacity to make that change or was unduly influenced by the Defendant to do so. They aver the Principal is “suffering from dementia, easily confused, weak and frail and fully dependent on others (particularly [the Defendant]) for management of her care and property.”21 The Defendant, per the Plaintiffs, has taken advantage of these frailties to the Principal’s detriment.

The Plaintiffs originally filed this action on December 27, 2024 seeking to remove the Defendant as an agent and for other relief.22 The Plaintiffs amended the

names and friends, (7) asking about a nonexistent dog, and (8) oversleeping and skipping meals. Second Am. Compl. Exs. I-L. 19 Second Am. Compl. ¶ 17.

20 Id. at ¶ 50.

21 Id. at ¶ 19.

22 D.I. 1.

December 29, 2025 Page 6 of 19

complaint on January 24, 2025. 23 Heavy motion practice followed; I will not run through that in detail. Notably, on June 9, 2025, I heard oral argument on seven pending motions. For the reasons explained at that hearing, I granted the Principal’s motion to intervene in this action, denying the Plaintiffs’ motion to stay intervention. I also granted the Plaintiffs’ motion to amend the underlying complaint. I took under advisement: (1) a motion to disqualify, (2) competing discovery motions, and (3) a motion to compel the Principal to submit to an examination. Through my July 25, 2025 report, I denied (1), granted in part (2), and denied (3).

Through this ruling, I address and grant the Principal’s August 8, 2025 motion to dismiss to operative complaint (the “Motion”), which was fully briefed as of October 3, 2025 and argued on November 25, 2025.24 In connection with the Motion, the parties submitted additional records.25 Relevant to my ruling herein, the

23 D.I. 6.

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