This research offers a comparative analysis of the Italian and Peruvian succession systems, based on a reconstruction of the reserved portion in both legal systems and their common background rooted in French law. By examining the evolution of the model of the réserve héréditaire in French law and recent European and national case law, the tension between testamentary autonomy, family protection and international public policy is investigated, with particular emphasis on crossborder successions governed by European Union (EU) Regulation No. 650/2012 and the criteria for determining the lex successionis. In light of the rulings of the Italian Corte di Cassazione, the French Cour de cassation and the European Court of Human Rights, this study argues that there is no unconditional, constitutionally protected right of children to inherit, emphasising that the reserved share does not constitute a fundamental, inalienable right in either legal system. Finally, it explores, from a legislative perspective, possible avenues for reform aimed at rebalancing family solidarity with the testator’s freedom of self-determination, from a personalist and dynamic perspective of the succession process.

(2025). La inexistencia de un derecho incondicionado de los hijos a heredar: una comparación entre derecho italiano y peruano [journal article - articolo]. In REVISTA DE DERECHO Y CIENCIAS POLÍTICAS. Retrieved from https://hdl.handle.net/10446/327905

La inexistencia de un derecho incondicionado de los hijos a heredar: una comparación entre derecho italiano y peruano

Nocera, Ivan Libero
2025-01-01

Abstract

This research offers a comparative analysis of the Italian and Peruvian succession systems, based on a reconstruction of the reserved portion in both legal systems and their common background rooted in French law. By examining the evolution of the model of the réserve héréditaire in French law and recent European and national case law, the tension between testamentary autonomy, family protection and international public policy is investigated, with particular emphasis on crossborder successions governed by European Union (EU) Regulation No. 650/2012 and the criteria for determining the lex successionis. In light of the rulings of the Italian Corte di Cassazione, the French Cour de cassation and the European Court of Human Rights, this study argues that there is no unconditional, constitutionally protected right of children to inherit, emphasising that the reserved share does not constitute a fundamental, inalienable right in either legal system. Finally, it explores, from a legislative perspective, possible avenues for reform aimed at rebalancing family solidarity with the testator’s freedom of self-determination, from a personalist and dynamic perspective of the succession process.
articolo
2025
Esta investigación ofrece un análisis comparado de los sistemas sucesorios italiano y peruano, partiendo de la reconstrucción de la legítima en ambos ordenamientos y su trasfondo común de matriz francesa. Mediante el examen de la evolución del modelo de la réserve héréditaire en el derecho francés y de la jurisprudencia europea y nacional reciente, se investiga la tensión entre la autonomía testamentaria, la protección familiar y el orden público internacional, con especial énfasis en las sucesiones transfronterizas reguladas por el Reglamento n.o 650/2012 de la Unión Europea y los criterios de determinación de la lex successionis. A la luz de las decisiones de la Corte di Cassazione italiana, la Cour de cassation francesa y del Tribunal Europeo de Derechos Humanos, el estudio sostiene la inexistencia de un derecho incondicional y constitucionalmente protegido de los hijos a heredar, subrayando que la legítima no constituye un valor fundamental indisponible en ninguno de los dos sistemas. Finalmente, se exploran, de iure condendo, posibles líneas de reforma orientadas a reequilibrar la solidaridad familiar con la libertad de autodeterminación del de cuius, bajo una perspectiva personalista y dinámica del fenómeno sucesorio.
Nocera, Ivan Libero
(2025). La inexistencia de un derecho incondicionado de los hijos a heredar: una comparación entre derecho italiano y peruano [journal article - articolo]. In REVISTA DE DERECHO Y CIENCIAS POLÍTICAS. Retrieved from https://hdl.handle.net/10446/327905
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