What Evidence Can a Surviving Spouse Use to Defeat an Abandonment Claim and Protect a Spousal Allowance in Pennsylvania? | Pennsylvania Probate | FastCounsel
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What Evidence Can a Surviving Spouse Use to Defeat an Abandonment Claim and Protect a Spousal Allowance in Pennsylvania?

What evidence should a spouse gather to prove no abandonment and protect spousal allowance under North Carolina probate law? - Pennsylvania

The Short Answer

In Pennsylvania, a surviving spouse can lose (“forfeit”) key estate rights if the other side proves the spouse willfully failed to support the decedent or willfully and maliciously deserted the decedent for at least one year before death. The evidence that matters most is proof of ongoing support, continued marital relationship (or a justified separation), and the absence of a one-year willful desertion/support failure period.

Why You Should Speak with an Attorney

While the statute provides the general rule, applying it to your specific situation is rarely simple. Legal outcomes often depend on:

  • Strict time elements: The forfeiture standard in 20 Pa.C.S. § 2106 focuses on what happened for “one year or upwards” before death—small facts can change whether that period is met.
  • Burden of proof fights: These cases often come down to credibility, documents, and third-party witnesses—especially where the couple lived apart or had informal support arrangements.
  • Exceptions and defenses: A separation is not always “desertion.” If living apart was justified (for example, due to the decedent’s misconduct or other legally significant reasons), the analysis can change—and it must be framed correctly for the Orphans’ Court.

Trying to handle this alone can lead to damaging admissions, missed evidence, or a record that makes it easier for the estate to argue forfeiture.

If you want more background on related Pennsylvania spouse-rights disputes, you may find these helpful: inheritance rights after separation in Pennsylvania and Pennsylvania elective share claims and defenses.

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Disclaimer: This article provides general information under Pennsylvania law and does not create an attorney-client relationship. Laws change frequently. For legal advice specific to your situation, please consult with a licensed attorney.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.