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The Supreme Court and the Will: Reflections on Ordinance No. 3603 of 2024

The recent ordinance of the Supreme Court of Cassation, No. 3603 of 2024, offers important insights into the delicate issues related to the validity of wills and the passive legitimacy of heirs in the event of succession. In this article, we will analyze the main aspects of the ruling, highlighting the practical implications and the legal norms involved.

The Analyzed Case

In the ordinance under examination, the Court addressed a succession dispute involving multiple parties, including issues related to wills drafted at different times and the related asset provisions. The appellant, V.V., contested the validity of the will dated March 25, 2003, arguing that it had not been drafted under conditions of full capacity by the testatrix, U.U..

The Court accepted the grounds of the appeal, emphasizing the importance of analyzing the original will to verify its authenticity.

The Underlying Legal Issues

The Court highlighted some fundamental principles of inheritance law:

  • The passive legitimacy in succession disputes: the Court established that even those who have renounced the inheritance can be involved in actions for ascertaining related to donations and dispositive acts.
  • The necessity of examining the original will: it was clarified that the graphological expertise must necessarily occur on original documents, as only in this way can the authenticity of the signature be ascertained with a high degree of probability.
  • The principle of the reunion of relictum and donatum: it was reiterated that all donations, made to anyone, must be included in the calculation of the estate's assets.

Conclusions

In conclusion, Ordinance No. 3603 of 2024 of the Court of Cassation represents an important ruling in the field of inheritance law. It clarifies not only the procedures for contesting the validity of a will but also the dynamics governing the passive legitimacy of heirs. This ruling provides a useful point of reflection for legal practitioners, emphasizing the importance of carefully examining original documents and considering the overall context of successions.