INTRODUCTION TO INHERITANCE LAW
I. Concept of inheritance law
17
II. Functions of inheritance law
17
III. Views influencing inheritance law regulations
18
IV. Related legislation
20
BASIC CONCEPTS OF INHERITANCE LAW
IV. Principle of universal succession
26
VI. Legatee (testamentary beneficiary)
28
VII. Testamentary dispositions
29
I. Concept of legal (statutory) heir
31
II. The first parentela (descendants)
32
III. The second parentela (parental line)
33
IV. The third parentela (grandparental line)
33
V. Heirship of the adopted child
34
VII. Heirship of the state
35
TESTAMENTARY DISPOSITIONS
I. Concept of testamentary dispositions
37
II. Testamentary freedom
38
III. Testamentary capacity
39
2. Testamentary purpose (animus testandi)
45
C. Deposit of a holographic will
47
II. Will by public deed
47
B. Will drawn up by reading and signing
48
C. Will drawn up without reading and signing
48
D. ments for witnesses
49
II. Express revocation of a will
55
III. Implied revocation of a will
56
IV. Revocation of a will by destruction
58
PRINCIPLES OF WILL INTERPRETATION
II. Interpretation of the will as declared
61
III. Subjective interpretation
62
IV. Using reasons and evidence other than testamentary dispositions
63
V. Principle of favor testamenti
63
VI. Interpretation in favour of the legal heir
65
APPOINTING HEIRS AND BEQUEATHING LEGACY
II. Bequeathing legacy
70
F. Advance bequest (pre–legacy)
74
H. Procurement bequest
75
I. Bequest of usufruct
75
J. Bequest made for the transfer of the right to a claim
76
K. Bequest made to release a person from debt
77
L. Bequest of life insurance
77
CONDITIONS AND BURDENS IN TESTAMENTARY DISPOSITIONS
I. Conditional testamentary dispositions
79
II. Testamentary burdens
81
DESIGNATION OF SUBSTITUTE (ALTERNATE) HEIR AND REMAINDERMAN
I. Designation of substitute (alternate) heir
87
II. Designation of remainderman
92
CREATION OF A FOUNDATION BY A TESTAMENTARY DISPOSITION
II. Application for the registration
102
III. Acquisition of ownership of the allocated assets
102
APPOINTING AN EXECUTOR OF A WILL
II. Duties and powers of the executor of a will
106
III. Supervision of the executor of a will
108
II. Types of contracts of succession
112
A. Positive contract of succession–negative contract of succession
112
B. Unilateral contract of succession–bilateral contract of succession
113
C. Contract of succession with consideration–contract of succession without consideration
114
III. Capacity to make a contract of succession
115
IV. Form of the contract of succession
117
V. Termination of the contract of succession
119
A. By mutual agreement of the parties
119
B. Reservation of the right of unilateral revocation by the testator
120
C. Unilateral revocation by the testator in the case of a ground for disinheritance
120
D. Non–performance of the inter vivos obligation
121
E. Lack of testamentary capacity
121
G. Defects of consent
122
VI. Nullity of the contract of succession
123
A. Predeceased heirlegatee
123
B. Unworthiness to inherit
124
C. Contract of succession between divorced spouses
124
D. Fictitious contract of succession
124
VII. Dispositions contrary to the contract of succession
125
CONTRACTS OF RENUNCIATION OF INHERITANCE
I. Definition of the contract of renunciation of inheritance
129
II. Parties of the contract of renunciation of inheritance
130
III. Form of the contract of renunciation of inheritance
130
IV. Legal effects of the contract of renunciation of inheritance
130
A. With regard to the renouncing party
130
B. With regard to the descendants of the renouncing party
131
V. Nullity of the contract of renunciation of inheritance
132
A. If the renunciation is in favour of a specific person
132
B. If the renunciation is not in favour of a specific person
132
VI. Rights of the creditors of the estate
133
ANNULMENT OF TESTAMENTARY DISPOSITIONS
(DECLARATION OF INVALIDITY OF TESTAMENTARY DISPOSITIONS)
II. Grounds for invalidity
137
A. Lack of testamentary capacity
137
B. Defects of consent
139
5. Unfair exploitation
143
6. Mental reservation, locandi causa and simulatio
144
C. Unlawfulness and immorality
145
III. Action for annulment
147
TESTAMENTARY FREEDOM, STATUTORY ENTITLEMENT
(RESERVED SHARE) AND DISPOSABLE PART OF THE ESTATE
I. Testamentary freedom
151
II. Statutory entitlement (reserved share)
152
III. Disposable part of the estate
160
IV. Calculation of the disposable part
161
II. Punitive disinheritance
165
B. Grounds for punitive disinheritance
166
1. If the heir has committed a serious crime against the testatora person close to the testator
166
2. If the heir has seriously breached hisher obligations under family law towards the testatormembers of the testator's family
167
C. Form of punitive disinheritance
169
D. Legal effects of punitive disinheritance
170
III. Protective disinheritance
172
ACTION FOR REDUCTION (ACTION IN ABATEMENT)
I. Concept of reduction
175
VI. Transactions subject to reduction
178
VII. Reduction procedure
181
VIII. Order of reduction
184