In Re Lucille W. Terwilliger - Guardianship Appeal Affirmed
Summary
The Washington Court of Appeals, Division One affirmed the consolidated guardianship proceedings for Lucille Terwilliger, a 90-year-old with severe Alzheimer's dementia. Appellant William Sheehan's challenges to the guardianship arrangement were rejected. The court upheld the non-judicial settlement agreement designating Ohana Fiduciary Corporation as Terwilliger's agent under durable power of attorney.
What changed
The court affirmed the guardianship and protection order proceedings for Terwilliger, upholding Ohana Fiduciary Corporation's appointment as her financial and healthcare agent under durable power of attorney. Sheehan's appeal challenging various aspects of the guardianship was denied. The court found sufficient evidence supporting Terwilliger's incapacity to contract and to manage her affairs.
Affected parties include Terwilliger's family members, her husband Sheehan, and Ohana Fiduciary Corporation. The ruling maintains the existing guardianship structure and the non-judicial settlement agreement reached through mediation. No new compliance obligations are created by this appellate decision.
What to do next
- Monitor for further appellate proceedings if appeal is sought
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April 13, 2026 Get Citation Alerts Download PDF Add Note
In Re Lucille W. Terwilliger
Court of Appeals of Washington
- Citations: None known
- Docket Number: 87022-0
Precedential Status: Non-Precedential
Lead Opinion
IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON
In the Matter of the Durable Power of
Attorney of No. 87022-0-I
(consolidated with
LUCILLE W. TERWILLIGER. Nos. 87401-2-I, 87529-9-I, and
87530-2-I)
WILLIAM SHEEHAN, JR.,
Appellant, DIVISION ONE
v.
UNPUBLISHED OPINION
OHANA FIDUCIARY CORPORATION,
Respondent.
In the Matter of a Protection Order for
LUCILLE W. TERWILLIGER.
In the Matter of the
Guardianship/Conservatorship of
LUCILLE W. TERWILLIGER.
MANN, J. — This consolidated appeal stems from multiple proceedings related to
the guardianship and protection of Lucille Terwilliger. We affirm.
No. 87022-0-I (consol. with Nos. 87401-2-I, 87529-9-I and 87530-2-I)/2
I FACTS
A First Guardianship Proceedings
Terwilliger is 90 years old and has been diagnosed with memory difficulty, major
neurocognitive disorder, severe late onset Alzheimer’s dementia without behavioral
disturbance, and multiple comorbidities.
In September 2022, Terwilliger’s son, Dennis Webster, filed a petition for
guardianship and conservatorship for the protection of Terwilliger. Around that same
time, Terwilliger eloped to Las Vegas or Reno and married appellant William Sheehan. 1
Terwilliger’s family was not informed or invited to attend the wedding.
Scott Friedman was appointed as the court visitor and Rebecca Albright was
appointed as Terwilliger’s attorney. Dr. Janice Edwards performed a professional
evaluation and prepared a report finding that Terwilliger had dementia, lacked capacity
to enter into a marriage contract, and lacked testamentary capacity.
In July 2023, following a mediation, Terwilliger signed a non-judicial settlement
agreement (NJSA). Under the NJSA, Ohana Fiduciary Corporation (Ohana) was
selected as Terwilliger’s agent under durable power of attorney (DPOA) for finances
and health care. Ohana selected Quinn Wells for care management for Terwilliger.
B Home sale proceedings
In late 2023, Wells visited Terwilliger several times and developed concerns
about her well-being and her relationship with Sheehan. Terwilliger’s primary care
1 The record before us is in unclear on the date and location of the marriage. In Ohana’s brief
and pleadings they state the marriage occurred in Reno shortly after the guardianship was filed. In the
March 16, 2024 evaluation by Dr. Janice Edwards, she states that Terwilliger and Sheehan eloped to Las
Vegas to get married after the guardianship was filed.
-2-
No. 87022-0-I (consol. with Nos. 87401-2-I, 87529-9-I and 87530-2-I)/3
provider also expressed “extreme concerns” about Terwilliger’s well-being and the care
provided by Sheehan. Wells explained that the state of Terwilliger’s home was
concerning. Moreover, Terwilliger’s sons expressed concerns about Sheenan, including
that he was very controlling and would restrict Terwilliger from seeing them.
Ohana and Terwilliger’s sons determined that Terwilliger should move to an
assisted living facility for her increased needs and because of their concern with
Sheehan. Wells explained that they would need to sell Terwilliger’s home to pay for her
care. According to Wells, Terwilliger agreed to sell her residence.
Ohana learned that Terwilliger’s prior attorney in the first guardianship case,
Albright, visited Terwilliger and told her that the NJSA required Terwilliger to pay for
Sheehan’s care as well. Albright told Ohana that Terwilliger’s preference was to remain
home with Sheehan and that Terwilliger’s sons should provide care for her in her home.
Ohana informed Albright of multiple concerns surrounding the conditions and
safety of Terwilliger’s home. Ohana explained that Terwilliger needed 24-hour care and
that they would try to find a residence where Sheehan could live as well. Ohana also
advised that the NJSA was not clear as to whether Terwilliger assumed the
responsibility of Sheehan’s care.
On May 3, 2024, Ohana filed a petition for instructions regarding the sale of
Terwilliger’s residence and other relief. Ohana requested that the trial court: (1) confirm
Ohana’s authority to act under the DPOA from the NJSA and take all actions necessary
to sell the home, (2) instruct Ohana on whether Terwilliger had any legally enforceable
long-term care obligation as to Sheehan under the NJSA, and (3) instruct Ohana on
whether to commence a guardianship proceeding. Sheehan opposed the petition and
-3-
No. 87022-0-I (consol. with Nos. 87401-2-I, 87529-9-I and 87530-2-I)/4
moved to immediately terminate the power of attorney and replace Ohana with a new
certified guardian.
On July 3, 2024, after a hearing, the trial court entered the sale order. The trial
court concluded that Terwilliger’s increased medical expenses along with her estate’s
illiquidity made it necessary to promptly sell her home. The trial court authorized Ohana
to list Terwilliger’s home and take other actions to sell the house. The court explained
that the NJSA did not appear to establish enforceable obligations requiring Terwilliger or
Ohana to pay for Sheehan’s care but that the issue should be brought by a separate
petition or complaint. The court also found that Ohana was authorized to act as
Terwilliger’s attorney-in-fact until the appointment of a guardian and/or conservator.
The court also directed Ohana to commence a guardianship/conservatorship petition.
The court denied Sheehan’s countermotion.
Ohana then listed Terwilliger’s home for sale, and on August 4, 2024, Sheehan
recorded a lis pendens on the home. Ohana then petitioned to cancel the lis pendens.
The court entered an order canceling the lis pendens and awarded Ohana its attorney
fees. Sheehan objected to attorney fees and moved to set aside the order, which the
trial court denied.
C Second guardianship proceedings
In July 2024, as directed in the sale order, Ohana filed a petition for
guardianship/conservatorship for Terwilliger. Ohana sought full guardianship for the
benefit of Terwilliger because she lacked the ability to meet the essential requirements
for her health and safety, and no other less restrictive alternative could meet her needs.
Sean Hyde, the court visitor, filed a confidential report recommending that the court
-4-
No. 87022-0-I (consol. with Nos. 87401-2-I, 87529-9-I and 87530-2-I)/5
appoint Ohana as Terwilliger’s full guardian and conservator. Hyde noted that
Terwilliger did not know her diagnosis or medications, was not familiar with her financial
situation, did not know how long she had been married to Sheehan, and that less
restrictive alternatives failed to protect her.
Albright filed a petition to appoint an attorney for Terwilliger explaining that
Terwilliger had hired Albright to represent her in these proceedings. The trial court
entered an order appointing an attorney for Terwilliger. Ohana moved for
reconsideration but later requested the trial court not make a ruling because the parties
entered into a CR2A agreement where the parties agreed that these guardianship
proceedings would be resolved in a hearing by an ex parte commissioner.
On September 27, 2024, Sheehan moved to intervene and filed a response to
the motion for reconsideration. Sheehan did not note the motion for intervention for
hearing and the court never entered an order.
On October 18, 2024, after a hearing, the trial court entered a guardianship
order. The court found that: (1) Terwilliger’s previous DPOA naming Ohana as
Terwilliger’s power of attorney should be revoked in favor of full guardianship and full
conservatorship, (2) Terwilliger’s needs could not be met through a protective
arrangement or less restrictive alternative, (3) a limited guardianship was not adequate,
and (4) Ohana was a fit and proper entity to serve as Terwilliger’s full guardian and
conservator.
D Protection Order Proceedings
During the pendency of the second guardianship proceedings and home sale
proceedings, Ohana sought a vulnerable adult protection order (VAPO) on behalf of
-5-
No. 87022-0-I (consol. with Nos. 87401-2-I, 87529-9-I and 87530-2-I)/6
Terwilliger against Sheehan. Ohana outlined in its petition that Sheehan had repeatedly
exhibited aggressive and abusive behavior toward Terwilliger and that Terwilliger
recently had bruises on her body.
On October 15, 2024, the trial court held a hearing on the protection order.
Sheehan did not appear for the hearing and the trial court entered the protection order
for one year prohibiting Sheehan from stalking Terwilliger, contacting Terwilliger besides
supervised visits, and causing harm to Terwilliger. The protection order was renewed
on November 3, 2025, and the renewal expires on November 3, 2030.
Sheehan appeals. 2
II
Sheehan first argues that the trial court erroneously concluded that Ohana had
the authority to sell Terwilliger’s residence. We disagree.
The Trust and Estate Dispute Resolution Act (TEDRA), chapter 11.96A RCW
governs procedures for resolving disputes in both guardianship estates and probate
estates. TEDRA empowers the court with full and ample power and authority to
administer and settle all matters concerning guardianship estates. See RCW
11.96A.020(1).
The NJSA provided that the parties agreed that Terwilliger must appoint a
Washington state licensed certified professional guardian as her attorney-in-fact for
finances and health care. Ohana was selected as Terwilliger’s agent under durable
2 Sheehan appeals the following orders: (1) the trial court’s order authorizing the sale of
Terwilliger’s home; (2) the trial court’s order establishing a guardianship for Terwilliger; (3) the trial court’s
order issuing a protection order; (4) the trial court order denying Sheehan’s motion to set aside order; and
(4) the trial court’s order on attorney fees.
-6-
No. 87022-0-I (consol. with Nos. 87401-2-I, 87529-9-I and 87530-2-I)/7
power of attorney for finances and health care. Accordingly, Ohana had the ability to
petition the court for instructions concerning its authority to sell Terwilliger’s home. See
RCW 11.125.160. Contrary to Sheehan’s assertions, this was not relitigating of the
NJSA but an authorized action as Terwilliger’s DPOA. Moreover, Ohana petitioned the
court for instructions on the sale and to confirm it had the power to sell the home, which
the trial court concluded it did. Ohana presented evidence to demonstrate that
Terwilliger needed to move to an assisted living facility and that her home needed to be
sold in order to pay for that cost. Terwilliger did not have sufficient funds in her estate to
support her increased needs. The trial court acted within its broad plenary power to
authorize the sale and reject Sheehan’s related arguments and motions. 3 The trial court
did not abuse its discretion when it entered the sale order. 4
III
Sheehan next argues the trial court erred when it entered the guardianship order.
We disagree.
To appoint a guardian for an adult, a trial court must find the following by clear
and convincing evidence:
(i) The respondent lacks the ability to meet essential requirements for
physical health, safety, or self-care because the respondent is unable to
receive and evaluate information or make or communicate decisions, even
with appropriate supportive services, technological assistance, or
supported decision making;
(ii) Appointment is necessary to prevent significant risk of harm to the
adult respondent’s physical health, safety, or self-care; and
3 Sheehan makes several arguments that the trial court erred in decisions on continuances,
discovery, and cross-examination related to the entry of the sale order. We disagree. The trial court
acted within its broad plenary power to administer the case and settle the matter.
4 We also note that Terwilliger’s home has now been sold. As a result, this issue is also moot,
and we cannot provide effective relief.
-7-
No. 87022-0-I (consol. with Nos. 87401-2-I, 87529-9-I and 87530-2-I)/8
(iii) The respondent’s identified needs cannot be met by a protective
arrangement instead of guardianship or other less restrictive alternative.
RCW 11.130.265(1)(a). Additionally, a court order appointing a guardian must include:
a specific finding that clear and convincing evidence established that the
identified needs of the respondent cannot be met by a protective
arrangement instead of guardianship or other less restrictive alternative,
including use of appropriate supportive services, technological assistance,
or supported decision making.
RCW 11.130.310(1)(a). Further, an order establishing a full guardianship “must state
the basis for granting a full guardianship and include specific findings that support the
conclusion that a limited guardianship would not meet the functional needs of the adult
subject to guardianship.” RCW 11.130.310(3). Lastly, the burden of proof in
guardianships and conservatorships is clear and convincing evidence. RCW
11.130.265(1)(a).
The trial court concluded that Ohana presented clear and convincing evidence
that Terwilliger lacked the ability to meet the essential requirements for her physical
health and safety. The trial court also concluded that Terwilliger was incapable of
managing property or financial affairs. Sheehan does not challenge the trial court’s
findings of fact supporting the order, so those are verities on appeal. Cowiche Canyon
Conservancy v. Bosley, 118 Wn.2d 801, 808, 828 P.2d 549 (1992). Sheehan’s
disapproval of the order is insufficient. Substantial evidence supported the trial court’s
findings. The trial court did not err when it entered the guardianship order.
IV
Sheehan argues the trial court erred when it canceled his lis pendens because it
had no statutory basis. We disagree.
-8-
No. 87022-0-I (consol. with Nos. 87401-2-I, 87529-9-I and 87530-2-I)/9
A lis pendens is an instrument that has the effect of clouding title to real property.
RCW 4.28.328(1)(a). Its purpose is to give notice to subsequent purchasers or
encumbrancers of real property that there is an ongoing action affecting the property’s
title. See RCW 4.28.320. A court may, in its discretion, remove a lis pendens if three
conditions are met: “(1) the action must be settled, discontinued, or abated, (2) an
aggrieved person must move to cancel the lis pendens, and (3) the aggrieved person
must show good cause and provide proper notice.” Guest v. Lange, 195 Wn. App. 330,
336, 381 P.3d 130 (2016); RCW 4.28.320. We review decisions to cancel a lis pendens
for abuse of discretion. Guest, 195 Wn. App. at 335.
Ohana petitioned the trial court for an order canceling Sheehan’s lis pendens
arguing that it was improper because there was no action pending that affected the title
to real property. The superior court, after hearing arguments and considering all the
documents submitted, issued an order granting the petition to cancel the lis pendens.
The court found and concluded that this was not a matter affecting the title of real
property and that it was filed in an attempt to undermine the court’s sale order. We
agree. Sheehan’s lis pendens was improper and used to try to delay the sale of
Terwilliger’s home. There was no litigation surrounding the title of the home, which
could authorize a lis pendens. Therefore, the trial court did not err when it canceled
Sheehan’s lis pendens.
V
Sheehan argues the trial court erred when it issued the protection order. We
disagree.
-9-
No. 87022-0-I (consol. with Nos. 87401-2-I, 87529-9-I and 87530-2-I)/10
We review a superior court’s decision to grant or deny a petition for a VAPO for
abuse of discretion. In re Vulnerable Adult Petition for Knight, 178 Wn. App. 929, 936,
317 P.3d 1068 (2014).
Ohana presented clear and convincing evidence that a VAPO was needed
because of the growing concerns of Sheehan’s conduct toward Terwilliger. Ohana
submitted sworn statements and declarations detailing Sheehan’s behavior and abuse
toward Terwilliger. We do not reweigh evidence, and we defer to the trial court for
credibility determinations. Knight, 178 Wn. App. at 937. Therefore, to the extent that
Sheehan disagrees with the VAPO and asserts that it is not what he or Terwilliger wants
or needs, that is not relevant to this analysis. Ohana presented clear and convincing
evidence on the need for a VAPO, therefore, there was no abuse of discretion.
VI
Sheehan argues the trial court erred when it awarded Ohana attorney fees. We
disagree.
RCW 4.28.328(2) permits a party to recover attorney fees on a motion to cancel
a lis pendens. Sheehan baldly asserts that the trial court’s award of fees was
unjustified. The trial court calculated Ohana’s fees using the lodestar method.
Sheehan presents no argument or legal authority as to why the amount of fees are
unreasonable. For that reason, the trial court did not err when it awarded fees.
VII
Both parties request attorney fees on appeal. Ohana specifically requests fees
on appeal under RCW 4.28.328(3) and RCW 11.96A.150(1).
-10-
No. 87022-0-I (consol. with Nos. 87401-2-I, 87529-9-I and 87530-2-I)/11
RAP 18.1(a) allows a party to recover attorney fees incurred on appeal where
applicable law permits such a recovery. RCW 11.96A.150(1) provides an appellate
court with discretion to award costs, including reasonable attorney fees, in guardianship
litigation. In re Guardianship of Mesler, 21 Wn. App. 2d 682, 720, 507 P.3d 864 (2022)
(awarding fees to substantially prevailing party in guardianship appeal). We exercise
our discretion and grant Ohana’s request for attorney fees on appeal, subject to
compliance with RAP 18.1(d). Because he does not prevail, we deny Sheehan’s
request for attorney fees.
We affirm.
WE CONCUR:
-11-
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