San Ramon, CA asked in Estate Planning, Family Law and Probate for California

Q: What is the most common reason a judge on a probate case hearing a family allowance request deny the request.

Filed a petition for family allowance, California Probate code section 6540. Judge denied but reason not stated. What does that mean? How do you know what was needed, documentation, witnesses or other to have it granted. If I borrowed money for maintenance will using the retroactive be allowed so I can pay back those loans. If for several months been without any maintenance can you apply only for this. Can the executor who is the loaner say you have to do this to get things paid for again even though the executor knows there is no money to loan

1 Lawyer Answer
James L. Arrasmith
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Answered
  • Estate Planning Lawyer
  • Sacramento, CA
  • Licensed in California

A: In a probate case, the most common reason a judge may deny a family allowance request under California Probate Code section 6540 is due to a lack of sufficient evidence or documentation supporting the need for the allowance. To have the request granted, it is crucial to provide clear and compelling evidence of the financial necessity for the allowance, including documentation of expenses and financial hardship.

If you borrowed money for maintenance and can demonstrate the financial need for retroactive family allowance to repay those loans, it may be considered by the court. However, retroactive allowances are subject to specific legal requirements and limitations.

You can apply for family allowance for the period in which you were without maintenance, but you must present evidence of the financial hardship and the need for the allowance during that time.

The executor cannot unreasonably withhold the family allowance if it is warranted based on the evidence provided. The executor's role is to administer the estate properly and follow the court's orders, which may include granting a family allowance if justified.

James L. Arrasmith

Founder and Chief Legal Counsel of The Law Offices of James L. Arrasmith

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