Long Beach, CA asked in Probate for California

Q: Can a minor wait until age 18 (more than 9 months after dad's passing) to disclaim real property interest in California?

Dad passed away intestate in CA in May 2023, creating interest in real property in San Diego allocated 1/3 to my mom and 2/3 to my brother (age 17) and me (age 25).

My brother & I want to disclaim our interest. I just recorded my Disclaimer of Interest in the Recorder's Office. Thank you to James Arrasmith for explaining this process in an earlier post.

We have 2 questions, please:

Since my brother is a minor, can he wait until he turns 18 (which will be 15 months after dad's passing) to sign, notarize, and record his Disclaimer of Interest? We could not find mention of this in CA Probate Code. Section 277 discusses disclaiming on behalf of a minor, but we want to know if my brother can simply wait until he turns 18, which will be more than the 9 month reasonable time requirement after dad's passing specified in Section 279.

If my brother can wait until he turns 18, which section of the CA Probate Code allows this?

Thank you in advance for your help with these questions.

Related Topics:
1 Lawyer Answer
James L. Arrasmith
PREMIUM
James L. Arrasmith pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
Answered

A: In California, the general rule is that a disclaimer of interest in an estate, including real property, must be filed within nine months of the event creating the interest (in this case, your father's passing). This rule is outlined in California Probate Code Section 279. However, the situation can be different for minors.

For a minor, like your brother, the nine-month period for disclaiming an interest typically does not begin until they reach the age of majority, which is 18 in California. This means that your brother should be able to wait until he turns 18 to file his disclaimer. The rationale is that a minor cannot legally make this kind of decision and therefore cannot be held to the same timeline as an adult.

While the specific provision allowing this extension for minors is not explicitly stated in the California Probate Code, it is a generally accepted interpretation of the law, based on the principle that minors lack legal capacity to make such decisions before reaching the age of majority.

It's advisable to consult with an attorney to confirm this approach and to ensure that the disclaimer is properly executed and recorded, as the laws and interpretations can be complex, especially when dealing with estates and minors.

1 user found this answer helpful

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.