[WSBAPT] Here's a New One

[Amy Goertz]

Good afternoon,

I have an interesting situation on my hands.

A potential client (PC) called today with the following challenging scenario:

PC (30 years old) was in a relationship since 2018 with a man (28 years old) who had been paralyzed in an accident in 2015. He received a settlement from the accident, which was in a bank account on which his stepmother was a co-signer to help him pay bills.

During their relationship, PC was his primary caretaker, and they purchased vehicles and a house. All titled in his name and likely using his settlement monies.

They planned to be married on his grandparents’ anniversary - August 28, 2021. They had a ceremony with a licensed officiant but they did not realize they were supposed to get a marriage license ahead of time so no official paperwork was filed. They decided to go to Idaho on October 11 (her birthday) to get hitched for real, but would continue to consider August 28 as their anniversary.

He died of unknown causes on October 5; she woke up to him unresponsive and could not revive him. 

Stepmother has swooped in, says she is the “executor” of the estate (there are no estate planning documents to PC's knowledge) and has taken titles to all of the vehicles and withdrawn the funds from the bank account. She says she is “holding them” for PC.

I would be interested to know how you would approach this situation.

Thanks in advance for your insights.



Amy

Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com> 

1.888.926.2607 phone
1.877.684.1627 fax

Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203 

Additional office locations:
510 Bell Street
Edmonds, WA 98020

Goertz & Lambrecht PLLC
www.goertzlambrecht.com <http://www.goertzlambrecht.com/>







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