Case Citation
Legal Case Name

Lee v. Lee Case Brief

District Court of Appeal of Florida2019Docket #13588095
263 So. 3d 826

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Case Brief Summary & Legal Analysis

General Brief
4 min read

tl;dr: An heir attempted to revoke her written disclaimer of “all estate assets,” arguing it was invalid for not specifically describing the estate’s real property. The court held the general disclaimer was valid between the parties, even if it was not specific enough to be recorded.

Legal Significance: Clarifies that under Florida’s Uniform Disclaimer of Property Interests Act, a disclaimer of an estate interest is valid between the parties even if it lacks a specific legal description of real property, which is only required for recordation to provide constructive notice.

Lee v. Lee Law School Study Guide

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Case Facts & Court Holding

Key Facts & Case Background

Andre Lee died intestate, survived by three children, including the appellee, Nicole Lee. The estate’s assets included real property and settlement proceeds. Prior to the formal appointment of a personal representative, Nicole Lee executed a document titled “Disclaimer of Interest in Property of Estate.” The document, which was witnessed and notarized, stated that she irrevocably disclaimed all interest in “All Estate assets.” The appellant, Camille Lee, was appointed personal representative and, relying on the disclaimer, filed a petition for discharge and distribution of assets to the remaining heirs. The disclaimer was filed with the court. Approximately one year later, Nicole Lee filed an objection, asserting the disclaimer was legally deficient. The probate court agreed, finding the disclaimer invalid because it failed to specifically identify the real property, thereby violating both the disclaimer statute and the statute of frauds. The personal representative appealed the order striking the disclaimer.

Court Holding & Legal Precedent

Issue: Does a written disclaimer of “all estate assets” satisfy the statutory requirements for an effective disclaimer of an intestate interest under the Florida Uniform Disclaimer of Property Interests Act, even if it lacks a specific legal description of the estate’s real property?

Yes. The disclaimer was effective and valid. The court reversed the probate Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptat

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IRAC Legal Analysis

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Legal Issue

Does a written disclaimer of “all estate assets” satisfy the statutory requirements for an effective disclaimer of an intestate interest under the Florida Uniform Disclaimer of Property Interests Act, even if it lacks a specific legal description of the estate’s real property?

Conclusion

This case establishes that under Florida's disclaimer statutes, a broad disclaimer of Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco l

Legal Rule

Under the Florida Uniform Disclaimer of Property Interests Act, a disclaimer is Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna

Legal Analysis

The court's analysis focused on a statutory interpretation of the Florida Uniform Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nost

Flash-to-Full Case Opinions

Flash Summary

  • A disclaimer of “All Estate assets” is legally sufficient under Florida
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse ci

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