“Fairness” is Not a Defense to Partition

Courts have repeatedly concluded that the “fairness” defense to partition found in a 1976 case was impliedly rejected by the 1976 legislation declaring in California that “the right to partition is absolute.” Priddel v. Shankie (1945) 69 Cal.App. 2d 319, 325.

The Supposed “Fairness” Defense to Partition

Defendants in partition actions may attempt to delay or challenge the proceedings by arguing that a general “requirement of fairness” prohibits co-owners from seeking partition.

This argument is often based on language from American Medical International, Inc. v. Feller (1976) 59 Cal.App.3d 1008, 1016 (“AMI”), which in turn cites Penasquitos, Inc. v. Holladay (1972) 27 Cal.App.3d 356. However, these cases do not establish a broad fairness-based defense to partition.

In AMI, the court referenced a requirement of fairness in the context of contractual agreements impacting partition rights. Similarly, Penasquitos involved specific equitable considerations but did not create a general rule barring partition based on fairness alone. Defendants may also cite Pine v. Tiedt (1965) 232 Cal.App.2d 733, 738, which noted that a partition could be denied if it would result in inequity.

However, such exceptions are case-specific and do not override the general rule that co-owners have an absolute right to partition absent a valid contractual waiver.

California courts consistently uphold the statutory right to partition, and equitable arguments based on fairness alone are generally insufficient to prevent partition unless tied to specific legal grounds, such as contractual obligations or extreme hardship supported by case law.

Court of Appeal Has Twice Rejected that “Fairness” is a Defense to Partition

Twice in the last few years, the Court of Appeal has informed litigants that the fairness defense cases are interpreting the pre-1976 partition statutes before partition was as a matter of right.

In 2023, the Court of Appeal, Second District covering Los Angeles and the Central Coast found that: “The AMI decision, however, does not address section 872.710, which was enacted the same year AMI was decided. Rather, AMI was decided under the former statute, section 752, which did not provide for an absolute right of partition. (See AMI, supra, 59 Cal.App.3d at p. 1013 [quoting former section 752, which provided that ‘[when] several cotenants own real property … an action may be brought by one or more of such persons, … for a partition thereof according to the respective rights of the persons interested therein’].) Because AMI does not address section 872.710, it does not guide our analysis.” Caiozzo v. 2672 To 2674 North Beachwood Drive, LLC (Cal. Ct. App., Nov. 13, 2023, No. B322219) 2023 WL 7485496, at *6 (unpublished).

This is the second time that the Court of Appeal has been called upon to inform defendants of the bogus nature of this claim, telling the now disgraced and disbarred Tom Girardi as Appellant/Defendant that the AMI case “does not address Code of Civil Procedure section 872.710, which was enacted the same year that AMI was decided. Therefore, AMI does not guide our analysis on this point.” Lipscomb v. Girardi (Cal. Ct. App., Mar. 1, 2018, No. B279364) 2018 WL 1127686, at *7 (unpublished).

Suffice to say, the fairness argument has been declared to be old news in California law.

Absolute Right to Partition is Still the Law in California

The current state of the law is that “partition as to concurrent interests in the property shall be as of right unless barred by a valid waiver.” Code Civ. Proc. § 872.710(b). As such: “A co-owner of property has an absolute right to partition unless barred by a valid waiver.” LEG Investments v. Boxler (2010) 183 Cal.App.4th 484, 493; see Priddel v. Shankie (1945) 69 Cal.App. 2d 319, 325 (“Ordinarily, if the party seeking partition is shown to be a tenant in common, and as such entitled to the possession of the land sought to be partitioned, the right to partition is absolute, and cannot be denied, ‘either because of any supposed difficulty, nor on the suggestion that the interest of the cotenants will be promoted by refusing the application or temporarily postponing action….”).

Talkov Law Can Help

Plaintiffs in partition actions should look for a partition attorney who can overcome all of the various stall tactics by defendants in portions. Defendants should be equally aware of which theories will present a defense to a partition action, and which are mere misreadings of the law. For a free consultation, contact Talkov Law online or at (877) PARTITION (727-8484).

About Scott Talkov

Scott Talkov is California's #1 partition lawyer, having handled over 600 partition actions. He founded Talkov Law Corp. after more than one decade of experience at a California real estate litigation firm, where he served as one of the firm's partners. He has been featured on CNN, ABC 7, KCBS, and KCAL-9, and in the Los Angeles Times, the Orange County Register, the San Diego Union-Tribune, the Press-Enterprise, and in Los Angeles Lawyer Magazine. Scott has been rated by Super Lawyers since 2013. He can be reached at info@talkovlaw.com or (877) PARTITION (727-8484).

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