A dependent is a spouse, former spouse, father, mother, child, or sibling of the deceased to whom the deceased was either providing support before death or was under a legal obligation to provide support before death. A successful dependent support claim means proving first that the claimant was a dependent and second that the claimant did not receive “adequate provision”, enough money or assets, under a will. A court can order an estate to pay more than the will provides as a result of a successful dependent support claim.
A spouse can include someone who was married to the deceased; someone who continuously cohabited with the deceased for a period of three years or more; or someone in a relationship of some permanence if they were the father or mother of a child with the deceased (common law husband or common law wife). Someone under a legal obligation to provide support could include someone receiving spousal support or child support. Death is not always an excuse to avoid these obligations. Also, a court can consider money that was never technically in an estate, like life insurance benefits, jointly held property, and jointly held bank accounts.
Often, parties claiming dependency are:
A dependent support claim must be brought within six months of the date that a trustee is appointed, so time is of the essence. A dependent support claim does not necessarily prevent a spousal election from being pursued.
My son, my daughter, or I received something under the will. Can I still make a dependent support claim?
Yes. The provision must be “adequate”, which will depend on a long list of factors.
I was receiving spousal or child support prior to the death of my ex-husband or ex-wife. Will I get more than a will provides for me or my children?
Maybe. This will depend on several factors, including how much money is available and how many beneficiaries or dependents there are.
I was not married to the deceased, but we were in a relationship for a long time. Can I make a dependent support claim?
If you had been continuously living with the deceased for three years or more, or if you had a child with the deceased, and were left nothing or an “inadequate” amount under a will, you should contact a lawyer to consider bringing a dependent support claim.
Eric Katzman is an experienced lawyer at Katzman Estate Law who can help with estate matters. Within a few minutes on the phone, Eric will get to the heart of your estate issue, whether it is a litigation or probate matter.
No-obligation, confidential phone calls with Eric are completely free. Call 1-844-602-4242 for more information.