Estate of Mary Kay Alexander
Estate of Mary Kay Alexander
Case Number
21PR00264
Case Type
Hearing Date / Time
Mon, 12/04/2023 - 08:30
Nature of Proceedings
Petition for Final Distribution
Tentative Ruling
Probate Notes:
Appearances required. The following is noted for the Court at the hearing:
Insufficient Disclaimer. A disclaimer of interest must meet the requirements of Probate Code section 275 et seq. The disclaimer attached to the Petition does not meet these requirements, because 1) it was not filed with the court a reasonable time after the interest vested in the disclaimant, and 2) does not accurately describe “the interest to be disclaimed” pursuant to Probate Code section 278(b).
The reasons it is recommended the Court reject the disclaimer are clear: the disclaiming party has made no indication that they know exactly what they are disclaiming, nor does it appear the disclaiming party has been given any indication of the extent of the interest in the property being disclaimed. For example, there is no proof of service of any document containing a description of the interest in the equity of property being sent to the disclaiming party. The supplement was not served, and the Petition for Final Distribution lacked said detail. Merely stating a disclaimer of all interest in an estate, which was done in this disclaimer, is not sufficient. A person can easily be misled about the extent of their interest in an estate, thus the requirement of specificity must be followed to sufficiently inform the court that the disclaiming party is perfectly aware just what they stand to lose via the disclaimer.
The Probate Code plainly states the requirements of Division 2, Part 8, Chapter 2 of the Probate Code (§275 et. seq) must be met for the disclaimer to be effective. Since the disclaimer is not effective, the disclaiming party may assign his/her rights in the property to the petitioner after distribution to the petitioner and disclaiming party are made. (Prob. Code, §288.)
It is otherwise recommended the Court reject the disclaimer.
Proposed Order. A proposed order must be submitted with relief that matches that requested in the petition. (Local Rule 1724(b), subd.(d).) Order must list every beneficiary and detail the distribution to each (Prob. Code, § 11603), which includes the exact legal description of real property on hand for distribution. Due to the issues above with the disclaimer, it is recommended the court order petitioner to resubmit the proposed order using Local Form SC-6029, and include distribution to the disclaimant and petitioner.