This diploma thesis deals with the legal regulation of disinheritance, with regard to historical context. The thesis focuses primarily on the analysis of the grounds for disinheritance. Disinheritance is an institute that serves as a counterbalance to the legal protection of forced heirs, subsisting in their right to a forced share. If a deceased decides to deprive a forced heir of the protection guaranteed by the heir's right to inherit, i.e., to exclude the forced heir from his or her right to a forced share or restrict the forced heir in his or her right, the deceased may do so exclusively on the grounds defined by law. The current law provides for six disinheritance grounds: failure to provide necessary assistance in need, failure to show real interest, conviction for a crime, permanent unrestrained life, incapacity to inherit, and indebtedness or prodigality. The purpose of this diploma thesis is to provide a comprehensive explanation of the institute of disinheritance while emphasising in particular the legal provisions concerning each of the grounds for disinheritance, and through such explanation, to assess the current law and propose amendments, if any, de lege ferenda. The diploma thesis is divided in four chapters, with each chapter being split in sub-chapters. Chapter I defines the key terms...

Made available in DSpace on 2016-04-28T20:37:35Z (GMT). No. of bitstreams: 1 Josenice Regina Blumenthal de Moraes.pdf: 951545 bytes, checksum: 2d936c3060acb6964b736fd6af060cb9 (MD5) Previous issue date: 2011-05-10 / Within family business literature, there are currently many issues about succession, the heirs´ skills and, consequently, about the hopes of their long term survival. The realm of these issues is the main justification for this dissertation, which first considered the ensuing research question: are the heirs in family businesses heard? Following this primary research question, the main objective of this dissertation was developed: to comprehend what it means to be the heir of an ancestor that has built up and left behind a business legacy, and how this fact influences the subject´s life; and, more specifically, try to identify in which ways the heirs life is affected based on the subjects own perceptions about this process. In order to achieve these objectives, a qualitative investigation was carried out with an instrumental case study design grounded in the Systemic Approach of the family and in the Three- Dimensional Model of Family Business Development - which tries to differentiate family relationships from the business context. The analysis was also grounded in the Intergenerational Approach, when dealing with legacy and delegations aspects. The subjects of this research were three heirs that were asked by the researcher herself to join this study. Data was drawn from the recordings of semi-structured interviews carried out with the participants, and also from the following instruments applied: the Constructivist Genogram and the Family Time-Line. Preceding individual data analysis, the analysis was first broadly conducted so to, later on, identify differences and similarities amongst the cases. The results reported individual differences concerning the participants unique life stories and similarities that are constituent of the heir-phenomenon and its influences in their life, which in turn, can be generalized. This dissertation points out paths for further in-depth scientific research, specifically in Brazilian academia, that can help provide further comprehension of the heir-phenomenon within our country s peculiarities / Atualmente existem preocupações a respeito da sucessão dentro de empresas familiares, competências dos herdeiros, e consequentemente, com as expectativas de sua preservação. Essas preocupações justificam a realização desta dissertação considerando a seguinte inquietação: seriam esses herdeiros ouvidos? A partir dessa questão estabeleceu-se seu objetivo geral: compreender como ser herdeiro de um ancestral que construiu um legado empresarial influencia a vida do sujeito, e, especificamente, identificar de que forma a vida desse herdeiro é influenciada, baseando-se em suas percepções sobre esse processo. Para alcançar esses objetivos realizou-se uma investigação qualitativa, com delineamento de estudo de caso instrumental e coletivo fundamentado na Abordagem Sistêmica da família, e no Modelo Tridimensional de Desenvolvimento da Empresa Familiar, que procura diferenciar as relações familiares do contexto da empresa. A compreensão do ser herdeiro também foi tratada sob o enfoque da Abordagem Intergeracional, quanto aos aspectos do que se é legado e do que se delega. Foram sujeitos dessa pesquisa três herdeiros convidados pela pesquisadora. Os dados apresentados originaram-se dos registros de entrevistas semi-estruturadas com os participantes, bem como dos instrumentos aplicados: o Genograma Construtivista e a Linha de Tempo Familiar. Procedeu-se à análise individual dos dados a seguir, de forma coletiva e, posteriormente buscaram-se as diferenças e similitudes entre os casos. Os resultados assinalaram diferenças individuais concernentes à história de vida de cada participante, e similitudes que constituem o fenômeno de ser herdeiro e de suas influências em suas vidas, as quais podem ser generalizadas. Esse estudo apontou para a possibilidade de aprofundamentos teóricos sobre a temática, no meio acadêmico brasileiro, por meio de pesquisas científicas, que venham a auxiliar a compreender o fenômeno do ser herdeiro dentro das peculiaridades de nosso país

This diploma thesis is focused on titles to inheritance. The aim of the thesis is to capture their course in the Czech Republic. This thesis is systematically divided into seven chapters. The first one is the introduction, in which the author justifies chosen topic. The second chapter is focused on development of inheritance law. Following chapters are focused on titles to inheritance. Each chapter is divided into several parts. These parts are lined up chronologically. Titles to inheritance are lined up in order to their legal force in recent legislation. At first the author is focused on inheritance contract in the third charter. Before ObčZ 2012, inheritance contract was in legal force at least more than 60 years ago and it returns by ObčZ 2012 to our legal system. The fourth chapter is focused on testament. At its first part there is a brief view into ABGB. In the following part narrowing of legislation under the influence of so called Legal Biennial is visible. The chapter ends with a view into the ObčZ 2012, which is strikingly similar to provisions of ABGB. The fifth chapter deals with intestacy. It is visible that the provisions in ObčZ 2012 are similar ABGB. In the sixth chapter there is conclusion in which the author presents her opinions on the whole topic. The seventh chapter includes...

Disinheritance and Forced Heir Protection - abstract Disinheritance is a significant instrument in inheritance law, protecting the testator's autonomy to dispose of their own property. It allows the testator to deprive their descendants of the right to a forced share in the estate, breaking the centuries-old tradition of intergeneration solidarity. The antithesis to disinheritance is the protection of a testator's descendant, i.e. the forced heir, who, under common circumstances, has the right to be provided for by the testator in their mortis causa actions. However, the legislation concerning these matters is often unclear, inconsistent, and imprecise. The aim of this thesis is to point out these problems and explain them to the reader, offer a comprehensive view on the historical development of both disinheritance and forced heir protection, and describe the current substantive and procedural provisions. The first chapter which defines the basic terminology is followed by a chapter on the historical development of disinheritance and forced heir protection in ancient Rome, the Middle Ages but especially in the Austrian Civil Code (ABGB) and the Czechoslovak Civil Codes of 1950 and 1964. The succeeding chapters are focused on the general rules of disinheritance and forced heir protection, primarily the...

1 Protection of a forced heir and his disinheritance - Abstract The protection of a forced heir is the protection of a descendant who is entitled to have the testator leave him at least a forced share of his estate. It is a traditional institute of inheritance law, which is a manifestation of the principle of familiarization and intergenerational solidarity by ensuring that the testator cannot completely neglect his descendant from his acquisition without a legal reason. The corrective, ensuring the autonomy of the testator's expression of will, is the existence of an institute of disinheritance, which the testator can use if his descendant is not worthy of the inheritance for a reason defined by law. The two institutes coexist and should be interpreted in conjunction with each other. The thesis aimed to describe the institutes, especially according to the substantive law, with the addition of the necessary context of procedural law. The aim of the thesis was also to draw attention to problematic aspects and to analyze controversial issues and vague legal concepts. The first chapter is focused on defining the basic concepts of inheritance law, which are defined from general to specific. To understand the current legislation, much attention is paid to historical developments. The second chapter, therefore,...

This research focuses upon cases wherein post]disaster housing assistance was affected by tenure insecurity. In the case of post]Katrina New Orleans, the Road Home, which provided monies for rebuilding, faced difficulties in allocating its aid because of heirship titles, a form of tenure insecurity to which the United States has often been misconceived as immune. In the case of post]Hurricane Mitch in Tegucigalpa, a post]disaster housing relocation program struggled to find lands in an urban land market with pervasive insecurity

Submitted by Filipe dos Santos (fsantos@pucsp.br) on 2018-05-07T12:57:04Z No. of bitstreams: 1 Renata de Fátima Fortes Bueno.pdf: 3005279 bytes, checksum: 76b742d91d1490e8e52e003d4111617f (MD5) / Made available in DSpace on 2018-05-07T12:57:04Z (GMT). No. of bitstreams: 1 Renata de Fátima Fortes Bueno.pdf: 3005279 bytes, checksum: 76b742d91d1490e8e52e003d4111617f (MD5) Previous issue date: 2018-03-15 / Coordenação de Aperfeiçoamento de Pessoal de Nível Superior - CAPES / This research is aimed at understanding the motivations that an heir has for their own career and also understanding how family relations could influence their choices, seeking to analyze the benefits as a tool from the narrative practice: "Professional Tree of life of an Heir”, as a set to express feelings, and complementing traditionally techniques once used in the process of career’s orientation. This qualitative research was accomplished working with eighteen heirs, through semi-structured interview and a genogram. It was complemented with the acceptance documents of six of these eighteen heirs to experience the tool the tree of life. To analyze the results, we proceeded by using techniques of triangulation in order to deepen and enrich the information collected. The relationship between heir and family was understood according to a systemic view taking into account the construction of the heir's personal and professional identity through the process of differentiation as well as family loyalties. The results showed how beliefs, values and family references are fundamentally recognized in the construction of personal skills, professional choices and future projections, taken from the Heir's Professional Tree of Life. They also showed how the differentiation process with the original family and feelings of loyalty had interfered with the professional choices inside the family’s business. These results strengthen our belief that giving voice to an heir is invaluable, as the Heir's Professional Tree of Life also is to this research. (Apoio Capes) / Esta pesquisa teve como objetivo compreender o olhar e as motivações que o herdeiro tem sobre sua própria carreira e como as relações familiares influenciam a sua escolha, buscando analisar os benefícios da utilização da ferramenta advinda da prática narrativa: Árvore da vida profissional do herdeiro, como espaço de expressão dos sentimentos, complementando as técnicas tradicionalmente usadas no processo de orientação de carreira. Tratou-se de uma pesquisa qualitativa realizada com 18 herdeiros, por meio de uma pesquisa semiestruturada, genograma e complementada com o aceite de seis desses 18 herdeiros para vivenciarem a ferramenta da árvore da vida. Para análise dos resultados, procedeu-se a triangulação das técnicas utilizadas visando a um aprofundamento e enriquecimento das informações coletadas. As relações herdeiro–família foram compreendidas de acordo com uma visão sistêmica, levando em consideração sobretudo a construção da identidade pessoal e profissional do herdeiro por meio do processo de diferenciação bem como das lealdades familiares. Os resultados mostraram ainda como as crenças, valores, referências familiares são reconhecidas como fundamentais na construção das competências pessoais, nas escolhas profissionais e projeções para o futuro, oferecidas mais especificamente pela Árvore da vida profissional do herdeiro. Mostraram também o quanto o processo de diferenciação da família de origem e o sentimento de lealdade pesam nas escolhas profissionais em uma família empresária. Tais resultados fortalecem nossa crença da necessidade de dar voz ao herdeiro e de que a Árvore da vida profissional do herdeiro é uma ferramenta valiosa para favorecer essa tarefa. (Apoio Capes)

Devolution of the decedent's estate to an heir The thesis deals with the current legal regulation of the devolution of the decedent's estate to an heir. It is divided into six parts, which are further divided into chapters and subchapters. In the first part, the thesis deals with the issue of the acquisition of inheritance, in particular the principle of universal succession, the prerequisites for the acquisition of inheritance and disputes over succession right. The second part deals with the reservation as to estate inventory, its purpose and scope, as well as its order and replacement and its payment. The third part deals with the administration of the decedent`s estate, its purpose and scope. It also deals with the persons who administer the decedent`s estate and their rights and obligations. The fourth part of this thesis is devoted to the closure of the decedent`s estate, its purpose and the prerequisites for the closure of the decedent`s estate. Furthermore, the thesis continues with an analysis of the legal regulation of the confirmation and division of the decedent`s estate. In this part, the thesis examines the prerequisites for the confirmation of the acquisition of inheritance, but in particular to the different ways of division of the estate. The last (sixth) part dealing with debts...

Esta tese tem por objeto o estudo do direito sucessório dos companheiros na união estável, tema que, cada vez mais, tem despertado grande interesse da sociedade. O ser humano, em decorrência de sua falibilidade e suscetibilidade a doenças, ferimentos e velhice, está sujeito à morte, fim inexorável de sua existência. A pessoa fenece, enquanto seus bens remanescem, sendo transmitidos a seus herdeiros, legítimos ou testamentários, e legatários. A sucessão legítima é aquela que se dá de acordo com a ordem preferencial estabelecida na lei; a testamentária, a que ocorre de acordo com a declaração de última vontade do falecido, expressa em testamento. Os herdeiros legítimos podem ser necessários ou facultativos: estes podem ser afastados da herança pelo fato de o falecido dispor de seus bens sem contemplá-los; aqueles, entretanto, não podem ser privados de parcela mínima da herança, a que têm direito, chamada de legítima, a não ser que sejam excluídos da sucessão por ato de indignidade ou deserdados pelo testador, em decorrência de ato atentatório à sua pessoa, nas hipóteses previstas em lei. O Código Civil de 2002 modificou profundamente a sucessão decorrente dos vínculos conjugal e convivencial. O cônjuge passou a concorrer não só com os descendentes do autor da herança, dependendo do regime de bens, mas também com os ascendentes, neste caso independentemente do estatuto patrimonial adotado. Ademais, foi elevado à categoria de herdeiro necessário, à qual antes só pertenciam os descendentes e ascendentes do de cujus. O companheiro supérstite, por outro lado, não foi declarado expressamente herdeiro necessário, embora também concorra à herança com os descendentes e ascendentes do morto. A presente pesquisa examina a posição sucessória daqueles que vivem em união estável, considerada entidade familiar pela Constituição da República Federativa do Brasil, em contraste com a sucessão do cônjuge, a fim de perscrutar, por meio de ampla investigação bibliográfica, legal e jurisprudencial, se o companheiro deve ou não ser considerado herdeiro necessário, do que dependerá seu direito à legítima. / The objective of this thesis is to examine succession law in connection with common law marriage (stable union), an issue that has garnered increasing public attention. Due to their intrinsic fallibility and vulnerability to disease, injury, and old age, human beings are subject to death, to the inexorable end of their existence. Yet while human beings are destined to meet their end, their property and assets remain behind, transferred to their heirs, either legitimate or testamentary, and legatees. Legitimate succession is based on the order of preference, as prescribed in law; testamentary succession is based on a statement of last wishes by the deceased, as expressed in a will. Legitimate heirs may be necessary or optional: although the latter may be left out of the inheritance by the deceased upon disposition of his or her property and assets, the former may not be deprived of a minimum share of the inheritance, to which they have a right, also known as legitime, unless they are excluded as a consequence of an act of indignity or disinherited by the testator by virtue of an offense against such person, as provided for by law. The 2002 Brazilian Civil Code significantly modified succession for cases of marriage and cohabitation. The spouse may now claim a share of the inheritance alongside the testators descendants, depending on the particular marital property system applied, and ascendants as well, in this case irrespective of the specific property division system invoked. In addition, spouses are now classified as necessary heirs, a category previously reserved for descendants and ascendants of the deceased. However, the Civil Code does not expressly include surviving partners as necessary heirs, although they are entitled to claim a share of the inheritance alongside the ascendants and descendants of the deceased. This study considers the succession rights of individuals in common law marriage, considered a family entity under the Constitution of the Federative Republic of Brazil, in contrast to spousal succession, with a view to examining, through a detailed investigation of the existing legal literature and jurisprudence, if partners should or should not be deemed necessary heirs, a determination on which their right to legitime largely depends.

Made available in DSpace on 2016-04-26T20:27:45Z (GMT). No. of bitstreams: 1 Elisandra Cristina Barbosa.pdf: 536055 bytes, checksum: 07e0f4bd33d9f74442eda7ebd358c7ab (MD5) Previous issue date: 2008-07-28 / The present study focuses on the analyses of the evaluation on contractual relationship, highlighting in the aspect of good- faith and its connection with the reliability principle. Thus, a historical analyses on the contracts conception is necessary, from the individualism resulted from the French Revolution libertarians yearnings to nowadays, in which a diversified society is presented, proven of information and communication means faster and faster, and the relativization of concepts such as time and space. The good-faith, previously only used to specific cases and related to the psychological aspects of the human being, started to have a broader dimension to society. After the horrifying scenes produced by two world wars, the State began to interfere in social relationships, overcoming private interests by the public one, changing the patrimonialist concept with the centrality of the individual regulation. The acting of principles in further codifications made the development, integration and complementation of rights possible, mainly with the adoption of open articles and, substitution of the casuistic technique. The general article of good-faith inserted in the article 422 of the Civil Code of 2002, also foreseen in the Italian Civil Code of 1942, presents interpretative, completive functions and well as of control of abusive articles. Reliability assumes a special scenario, being conceived as the regulation basis, in order to justify the possibility of social interaction. The contractual declaration, strive for the reliability protection of the consignee because relevance, in relation to the others, of declaration hidden deficiency would injure the certainty and safety of relationships, making necessary the inquiry of the established communication among parties to characterize a true expectation. The duties generated from objective good-faith, which must be present in all steps of contractual relationship, can influence in the validity and efficiency in the relationship in cases of violation, depending on the stage among parties, imposing the adoption of an ethical behavior by the parties, in respect to the interest of the others / O presente estudo centra-se na análise da evolução da relação contratual, com enfoque no aspecto da boa-fé e sua ligação com o princípio da confiança. Para tanto, faz-se necessária uma análise histórica acerca da concepção dos contratos, desde o individualismo decorrente dos anseios libertários da Revolução Francesa, até os dias atuais, que apresenta uma sociedade diversificada, provida de meios de informação e comunicação cada vez mais velozes, com a relativização de conceitos como tempo e espaço. A boa-fé, antes destinada apenas a casos específicos e atrelada ao aspecto psicológico do sujeito, passou a ter, assim, uma relevância maior para a sociedade. Após os horrores produzidos por duas guerras mundiais, o Estado passou a interferir nas relações sociais, havendo a preponderância do interesse público sobre o privado, alterando-se a concepção patrimonialista, com a centralidade do ordenamento no individuo. A atuação dos princípios nas codificações posteriores possibilitou o desenvolvimento, integração e complementação do direito, principalmente com a adoção das cláusulas abertas e, substituição à técnica da casuística. A cláusula geral de boa-fé inserida no art. 422 do Código Civil de 2002, que é prevista também no Código Civil Italiano de 1942, apresenta funções interpretativa, supletiva e de controle das chamadas cláusulas abusivas. A confiança assume especial relevo, sendo concebida como fundamento do ordenamento, a fim de justificar a possibilidade de convivência social. A declaração contratual, assim, visa a proteção da confiança do destinatário porque a relevância, em relação a terceiros, das deficiências ocultas da declaração prejudicaria a certeza e segurança das relações, sendo necessária a averiguação da comunicação estabelecida entre as partes para a caracterização da expectativa legítima. Os deveres oriundos da boa-fé objetiva, que devem estar presentes em todos as fases da relação contratual, podem influenciar na validade ou na eficácia da relação em caso de violação, dependendo do estágio da relação entre as partes, impondo o sistema a adoção de uma conduta ética pelas partes, no respeito aos interesses alheios