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When a minor is an heir, a special representative is required

Situations where "the parent can decide on their behalf" does not apply

A husband passes away, and the heirs are his wife and their child, who is still in elementary school.

In such cases, many people think: "Since the child is still young, I, as the person with parental authority, should handle the procedures on their behalf."

In daily life, that is correct. As a general rule, contracts for minors are handled by the person with parental authority. However, in the context of inheritance, this common sense does not apply.

When a parent and child are both parties to the same inheritance, the parent cannot act as the child's representative. This is where the topic of this article, the special representative, becomes necessary.

Why can't a parent represent their child? The concept of "conflict of interest"

The reason lies in a conflict of interest.

The division of an estate is a discussion among heirs to divide limited assets. If the mother and child are the heirs, an increase in the mother's share means a decrease in the child's share—in other words, the mother and child are in a "conflicting interest relationship."

What would happen if the mother represented the child in this state?

The mother could consent, as the child's representative, to a division method that is favorable to herself (and thus unfavorable to the child).

Even if the mother has no such intention at all, the system cannot allow this structure to exist. Therefore, the law stipulates that for acts involving a conflict of interest, the representation by the person with parental authority is not recognized, and a special representative chosen by the family court must represent the child.

What is a special representative? A "temporary representative" to protect the child's interests

About temporary representatives

When filing a petition, a draft of the estate division agreement is submitted to the court. The court checks whether the content is unfavorable to the minor. This is a very important point in practice (which will be discussed later).

Note that if there are multiple minor children, a conflict of interest also arises between the children themselves, so a separate special representative is required for each child.

Situations where a special representative is "necessary" vs. "unnecessary"

It is not necessary for every inheritance. Let's organize this.

Regarding the necessity or non-necessity of a special representative

As you can see, if there is a will, the agreement itself becomes unnecessary, and a special representative is not required. This leads to the "best countermeasure" that I will explain later.

Practical points to note: The "statutory inheritance share" becomes the principle

There is a reality that many families face during the special representative procedure.

From the standpoint of protecting the interests of the minor, the family court generally tends not to approve a division plan unless it secures the statutory inheritance share.

For example, a division plan where "the mother inherits all assets for immediate living expenses, and the child receives zero." Even if this is a natural decision for the family, the reality is that a plan where the child's share is zero is difficult to approve because it is considered disadvantageous to the child (though there is room for flexible judgment if there are reasonable grounds, such as the need for the mother to acquire a home with a paid-off mortgage).

As a result, deposits and real estate interests in the name of young children are created, and the parental authority holder becomes tied to their management—the frustration that remains between the "reality of the family" and the "formal requirements of the system" is the reality of this procedure.

Caution: Be careful when it overlaps with time-sensitive procedures

It generally takes about one to two months from the filing of the petition to the appointment of a special representative.

Here, I would like you to remember the deadlines for inheritance. Renunciation of inheritance is three months, and the inheritance tax return is ten months. If you proceed with discussions without realizing there is a minor involved, and it turns out at the end that a "special representative is required," you may find yourself in a situation where the deadline is approaching while waiting for the appointment.

If you find out there is a minor heir, file for the appointment as soon as possible—this is the golden rule.

The best countermeasure is, after all, a "will"

If you reverse the story so far, you can see the best measures you can take while you are alive.

If you leave a will, the inheritance division discussion itself becomes unnecessary, and in principle, a special representative is also not required.

  • If there is a will that says "have the wife inherit all assets," it can be realized as is without discussion

  • You will not be bound by the "statutory inheritance share" in the court's review

  • The surviving spouse can focus on rebuilding their life without the burden of appointment procedures

Families with small children are the ones who benefit most from a will—this is a fact that is not well known. In the event of an emergency, the ones left behind are the spouse and young children. The one who can protect that family from the burden of procedures is you, with a single stroke of your pen while you are healthy.

(Note that since minor children have a legal reserve of inheritance, keep in mind during the design phase that there is room for future claims depending on the distribution.)

Doing what is "for the children" in the right way

Here is a summary of the points when there is a minor among the heirs.

  • If both a parent and a child are heirs, a special representative is required for the inheritance division discussion

  • If there are multiple children, one representative is needed for each child

  • Courts tend to prioritize the security of the statutory inheritance share. Appointment takes 1 to 2 months.

  • If there is a will, discussions and a special representative are generally unnecessary.

For young couples, a will is often thought of as something that is "too early." However, the practical value of a will is even greater for families with young children. Let's think together about preparations tailored to your family structure.

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※The necessity of a special representative, appointment procedures, and how division plans are approved vary depending on individual circumstances and the judgment of the family court. Please confirm specific procedures with a professional such as a judicial scrivener or lawyer.

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