This paper is about the new rules for the protection of persons with disabilities with particular regard, on the one hand, to the capacity to make a will and, on the other hand, to the protection of legitimate beneficiaries. Assuming that the will, although a patrimonial act, has an existential relevance, the new rules on the capacity to make a will are analysed, considering both the new general rule, which no longer requires the person to be in his or her «cabal juicio», but to be able to «conform or express his or her will», and that of the will of the person with a disability, which no longer requires the notary to assess the two doctor, and finally, the new formalities prescribed for the open and closed will. From a different point of view, the paper analyses the new rules on the protection of legitimate beneficiaries, paying specific attention to the case where there is a disabled person among the descendants. The legislature, by significantly modifying the rules, makes it possible to depart from the strictness of the existing rules, providing for the possibility of the descendant with a disability being the beneficiary of the entire legitimate share, which remains, however, encumbered by a de residuo fideicommissum in favour of the other legitimaries. Lastly, we analyze the new rule on the voluntary or supplementary establishment of the right of habitation in the family home in favor of the descendant with a disability.

Capacidad para otorgar testamento, legitimarios y protección de la persona con discapacidad / Barba, Vincenzo. - In: LA LEY DERECHO DE FAMILIA. - ISSN 2341-0566. - 8:31(2021), pp. 1-39.

Capacidad para otorgar testamento, legitimarios y protección de la persona con discapacidad

barba Vincenzo
2021

Abstract

This paper is about the new rules for the protection of persons with disabilities with particular regard, on the one hand, to the capacity to make a will and, on the other hand, to the protection of legitimate beneficiaries. Assuming that the will, although a patrimonial act, has an existential relevance, the new rules on the capacity to make a will are analysed, considering both the new general rule, which no longer requires the person to be in his or her «cabal juicio», but to be able to «conform or express his or her will», and that of the will of the person with a disability, which no longer requires the notary to assess the two doctor, and finally, the new formalities prescribed for the open and closed will. From a different point of view, the paper analyses the new rules on the protection of legitimate beneficiaries, paying specific attention to the case where there is a disabled person among the descendants. The legislature, by significantly modifying the rules, makes it possible to depart from the strictness of the existing rules, providing for the possibility of the descendant with a disability being the beneficiary of the entire legitimate share, which remains, however, encumbered by a de residuo fideicommissum in favour of the other legitimaries. Lastly, we analyze the new rule on the voluntary or supplementary establishment of the right of habitation in the family home in favor of the descendant with a disability.
El artículo analiza las nuevas normas de protección de las personas con discapacidad, prestando especial atención, por un lado, a la capacidad para otorgar testamento y, por otro, a la protección de los legitimarios. Asumiendo que el testamento, aunque es un acto patrimonial, tiene una relevancia existencial, se analizan las nuevas normas sobre la capacidad para otorgar testamento, considerando tanto la norma general, que ya no exige que la persona esté en su «cabal juicio», sino que pueda «conformar o expresar su voluntad», como la del testamento de persona con discapacidad, que no exige al Notario el informe de dos facultativas, y finalmente, las nuevas formalidades prescritas para el testamento abierto y cerrado. Desde un punto de vista diferente, se analiza la nueva normativa sobre la protección de los legitimarios, prestando especial atención al caso de que haya una persona con discapacidad entre los descendientes. El legislador permite ahora apartarse de la rigurosidad de la regulación, admitiendo la posibilidad de que el descendiente con discapacidad sea beneficiario de la totalidad de la legítima, que queda, sin embargo, gravada por un fideicomiso de residuo a favor de los demás legitimarios. Por último, se analiza la regulación sobre la constitución, voluntaria o supletoria, en favor del legitimario con discapacidad del derecho de habitación sobre la vivienda familiar.
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Utilizza questo identificativo per citare o creare un link a questo documento: https://hdl.handle.net/11573/1573437
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