• via Alberto da Giussano, 26, 20145 Milano
  • +39 02 4003 1253
  • info@studiolegalebianucci.it
  • Criminal Lawyer, Family Lawyer, Divorce Lawyer

Commentary on the Judgment of the Court of Cassation, Sec. II, No. 30067 of 2024: Natural Incapacity and Validity of the Will

The judgment of the Court of Cassation No. 30067 of 2024 provides significant insights into the dynamics related to the validity of wills in the presence of the testator's natural incapacity. In this case, the Court confirmed the annulment of a holographic will, highlighting the importance of the ability to understand and intend at the time of drafting the testamentary act.

The Context of the Judgment

The case originated from a dispute among family members regarding the inheritance of F.F., who had drafted a will in 2006. The sister A.A. contested the validity of this will, arguing that the father was unable to understand and intend due to serious health problems, including vascular dementia. The Court of Turin initially annulled the will, a decision later confirmed by the Court of Appeal.

The Court of Appeal determined that the testator was affected by a compromise that excluded the ability to draft a valid will.

Underlying Legal Principles

The judgment is based on established legal principles. In particular, the Court referred to Article 591 of the Civil Code, highlighting that a will can be annulled if the testator was incapable of understanding and intending at the time of its drafting. In this context, the concept of the burden of proof is fundamental: it is up to those contesting the validity of the will to demonstrate the testator's incapacity.

  • The assessment of incapacity must consider the mental state of the testator at the time of drafting the will.
  • The provision of support administration does not automatically imply the incapacity to make a will.
  • Medical documentation and testimonies must be carefully evaluated to determine the state of incapacity.

Conclusions

The judgment of the Court of Cassation No. 30067 of 2024 clarifies that the ascertainment of the testator's natural incapacity is crucial for the validity of the will. This case highlights the importance of proper documentation and evidence in the inheritance field, so that the wishes of the testator are respected. Heirs and involved lawyers must pay particular attention to details regarding testamentary capacity to avoid future disputes and ensure a peaceful management of the succession.