Title Twelve: Organisation |
Section Two: Procedure |
Sub-section One: Before the Adult Protection Authority |
Art. 443
A. Notification rights and obligations 1 Any person may notify the adult protection authority if a person appears to be in need of assistance. The provisions on professional confidentiality are reserved. 2 Any person who while acting in an official capacity learns that a person needs assistance and is unable to provide this assistance in the context of their professional activities is required to notify the adult protection authority. The provisions on professional confidentiality remain reserved.471 3 The cantons may provide for further notification obligations.472 471Inserted by No I of the FA of 15 Dec. 2017 (Child Protection), in force since 1 Jan. 2019 (AS 2018 2947; BBl 2015 3431). 472Inserted by No I of the FA of 15 Dec. 2017 (Child Protection), in force since 1 Jan. 2019 (AS 2018 2947; BBl 2015 3431). |
Art. 444
B. Verification of jurisdiction 1 The adult protection authority shall verify its jurisdiction ex officio. 2 If it decides that it has no jurisdiction, it shall assign the case immediately to the authority that it regards as having jurisdiction. 3 If it is uncertain as to whether it has jurisdiction, it shall consult the authority that it believes may have jurisdiction. 4 If no agreement is reached after consultation, the authority originally involved shall refer the question of jurisdiction to the appellate authority. |
Art. 445
C. Precautionary measures 1 The adult protection authority shall at the request of a person participating in the proceedings or ex officio take all the precautionary measures required for the duration of the proceedings. It may in particular order an adult protection measure as a precautionary measure. 2 In cases of particular urgency, it may take precautionary measures immediately without hearing the persons participating in the proceedings. At the same time, it shall give these persons the opportunity to express their views, after which it shall review its decision. 3 An appeal against precautionary measures may be filed within ten days of notice thereof being given. |
Art. 446
D. Procedural principles 1 The adult protection authority investigates the circumstances of the case ex officio. 2 It shall conduct the required enquiries and gather the required evidence. It may instruct a suitable person or agency to carry out enquiries. If necessary, it shall commission an opinion from an expert. 3 It is not limited by the requests made by the persons participating in the proceedings. 4 It shall apply the law ex officio. |
Art. 448
F. Obligations to cooperate and administrative assistance 1 The persons participating in the proceedings and third parties are obliged to cooperate in the enquiries into the circumstances. The adult protection authority shall make the arrangements required to safeguard legitimate interests. If necessary, it shall order the enforcement of the duty to cooperate. 2 Doctors, dentists, pharmacists, midwives and birth assistants, chiropractors and psychologists and their auxiliary personnel are only obliged to cooperate if the person entitled to confidentiality has authorised them to do so or if a superior authority or the supervisory authority has relieved them of the obligation of professional confidentiality at their own request or at the request of the adult protection authority.473 3 Members of the clergy, lawyers, defence agents, mediators and former welfare deputies appointed in the case are not subject to the obligation to cooperate. 4 Administrative authorities and courts shall hand over the required files, draw up reports and provide information unless legitimate interests require otherwise. 473Amended by No I of the FA of 15 Dec. 2017 (Child Protection), in force since 1 Jan. 2019 (AS 2018 2947; BBl 2015 3431). |
Art. 449
G. Assessment in an institution 1 If a psychiatric assessment is essential and cannot be carried out on an out-patient basis, the adult protection authority shall have the client admitted to a suitable institution for assessment. 2 The provisions on the procedure for care-related hospitalisation apply mutatis mutandis. |
Art. 449b
I. Inspection of files 1 The persons participating in the proceedings have the right to inspect the case files, unless legitimate interests require otherwise. 2 If a person participating in the proceedings is refused access to any case files, the information therein may only be used in the proceedings if the authority discloses the content relevant to the case verbally or in writing to the person concerned. |
Art. 449c
J. Notification duty The adult protection authority shall notify the civil register office if:
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Sub-Section Three: Joint Provision |
Section Four: Accountability |
Art. 454
A. Principle 1 Any person who is injured by an unlawful act or omission related to official adult protection measures has the right to damages and, if justified by the seriousness of the injury, to satisfaction. 2 The same right applies if the adult protection authority or the supervisory authority behaves unlawfully in relation to other adult protection matters. 3 The canton is liable; the person suffering damage has no right to damages against the person who caused the damage. 4 The canton's right of recourse against the person that caused the damage is governed by the cantonal law. |
Art. 455
B. Prescription 1 The right to claim damages or satisfaction prescribes in accordance with the provisions of the Code of Obligations474 on the law of tort.475 2 If the person who caused the damage committed a criminal offence through his or her conduct, the right to claim damages or satisfaction prescribes at the earliest when the right to prosecute the offence prescribes. If the right to prosecute is no longer liable to prescription because a first instance criminal judgment has been issued, the right to claim damages or satisfaction prescribes at the earliest three years after notice of the judgment is given.476 3 If the injury is related to the ordering or conduct of a long-term measure, the prescriptive period for a claim against the canton does not begin before the long-term measure ends or is continued by another canton. 475 Amended by Annex No 3 of the FA of 15 June 2018 (Revision of the Law on Prescription), in force since 1 Jan. 2020 (AS 2018 5343; BBl 2014 235). 476 Amended by Annex No 3 of the FA of 15 June 2018 (Revision of the Law on Prescription), in force since 1 Jan. 2020 (AS 2018 5343; BBl 2014 235). |
Art. 456
C. Liability under agency law The liability of a person entrusted with another's care as well as that of a spouse or registered partner of a person lacking capacity of judgement or of a representative in the case of medical measures, insofar as that person is not a welfare deputy is governed by the provisions of the Code of Obligations477 on agency. |
Part Three: Law of Succession |
Division One: Heirs |
Title Thirteen: Statutory Heirs |
Art. 458
II. Parental line 1 Where the deceased is not survived by any issue, the estate passes to the parental line. 2 The father and mother each inherit one-half of the estate. 3 A predeceased parent is replaced by his or her issue in all degrees per stirpes. 4 Where there is no issue on one side, the entire estate passes to the heirs on the other. |
Art. 459
III. Grandparental line 1 Where the deceased is survived by neither issue nor heirs in the parental line, the estate passes to the line of the grandparents. 2 Where the grandparents of the paternal and maternal lines survive the deceased, they inherit in equal parts on both sides. 3 A predeceased grandparent is replaced by his or her issue in all degrees per stirpes. 4 If a grandparent on the paternal or maternal side has predeceased without issue, that entire half of the estate is inherited by the heirs on that side. 5 If there are no heirs in either the paternal or the maternal side, the entire estate passes to the heirs in the other side. |
Art. 460479
IV. Scope of succession rights The succession rights of relatives end with the line of the grandparents. 479Amended by No I 2 of the FA of 5 Oct. 1984, in force since 1 Jan. 1988 (AS 1986 122153Art. 1; BBl 1979 II 1191). |
Art. 461480
480Repealed by No I 2 of the FA of 25 June 1976, with effect from 1 Jan. 1978 (AS 1977 237; BBl 1974 II 1). |
Art. 462481
B. Surviving spouses and registered partners Surviving spouses and registered partners receive:
481 Amended by Annex No 8 of the Same-Sex Partnership Act of 18 June 2004, in force since 1 Jan. 2007 (AS 20055685; BBl 20031288). |
Art. 463–464482
C... 482Repealed by No I 2 of the FA of 5 Oct. 1984, with effect from 1 Jan 1988 (AS 1986 122153Art. 1; BBl 1979 II 1191). |
Art. 465483
483Repealed by No I 3 of the FA of 30 June 1972, with effect from 1 April 1973 (AS 1972 2819; BBl 1971 I 1200). However, see Art. 12a Final Title below. |
Art. 466484
D. State authority Where the deceased leaves no heirs, his or her estate passes to the canton in which he or she was last resident or to the commune designated by the law of that canton. 484Amended by No I 2 of the FA of 5 Oct. 1984, in force since 1 Jan. 1988 (AS 1986 122153Art. 1; BBl 1979 II 1191). |
Title Fourteen: Testamentary Dispositions |
Section One: Testamentary Capacity |
Art. 468485
B. Contract of succession 1 Any person who is capable of judgement and has reached the age of 18 may conclude a contract of succession as a testator. 2 Persons subject to a deputyship that covers the conclusion of a contract of succession require the consent of their legal representative. 485 Amended by No I 2 of the FA of 19 Dec. 2008 (Adult Protection Law, Law of Persons and Law of Children), in force since 1 Jan. 2013 (AS 2011 725; BBl 20067001). |
Art. 469
C. Voidable dispositions 1 Dispositions made in error or under the influence of malicious deception, threats or coercion are void. 2 However, they become valid if not revoked by the testator within one year of his or her discovering the error or deception or of his or her release from the threat or coercion. 3 If a disposition contains an obvious error with regard to persons or objects and the testator’s true intention may be established with certainty, the disposition shall be rectified accordingly. |
Section Two: Testamentary Freedom |
Art. 470
A. Disposable part I. Scope of testamentary powers 1 A person who is survived by issue, a spouse or a registered partner may make a testamentary disposition of that part of his or her property which exceeds the statutory entitlement of the survivor or survivors.486 2 A person who is not survived by any such heirs may dispose of his or her entire property by testamentary disposition. 486 Amended by No I of the FA of 18 Dec. 2020 (Law of Succession), in force since 1 Jan. 2023 (AS 2021 312; BBl 2018 5813). |
Art. 471487
II. Statutory entitlement The statutory entitlement is one-half of the statutory succession rights. 487Amended by No I of the FA of 18 Dec. 2020 (Law of Succession), in force since 1 Jan. 2023 (AS 2021 312; BBl 2018 5813). |
Art. 472488
III. Loss of the right to claim the statutory entitlement in divorce proceedings 1 If divorce proceedings are pending on the death of the testator, the surviving spouse loses his or her right to claim the statutory entitlement if:
2 In such a case, the statutory entitlements apply as if the testator had never married. 3 Paragraphs 1 and 2 apply mutatis mutandis to proceedings to dissolve a registered partnership. 488Amended by No I of the FA of 18 Dec. 2020 (Law of Succession), in force since 1 Jan. 2023 (AS 2021 312; BBl 2018 5813). |
Art. 473489
IV. Usufruct 1 Irrespective of any instruction with regard to the disposable part, the testator may by testamentary disposition grant the surviving spouse or the surviving registered partner a usufruct over the entire part of the estate passing to their common issue. 2 This usufruct shall replace the statutory succession right due to the spouse or the registered partner where the common issue are co-heirs with the spouse. In addition to this usufruct, the disposable part is one-half of the estate. 3 If surviving spouse remarries or if he or she enters into a registered partnership, the usufruct ceases to apply to that part of the estate which, on succession, could not have been encumbered by a usufruct under the provisions ordinarily governing the statutory entitlements of the deceased’s issue. This provision applies mutatis mutandis if the surviving registered partner enters into a new registered partnership or marries. 489 Amended by No I of the FA of 18 Dec. 2020 (Law of Succession), in force since 1 Jan. 2023 (AS 2021 312; BBl 2018 5813). |
Art. 474
V. Calculation of the disposable part 1. Deduction of debts 1 The disposable part is calculated on the basis of the value of the deceased’s assets at the time of his or her death. 2 In calculating this value, the deceased’s debts, the funeral expenses, the costs of sealing and of drawing up the inventory and the maintenance claims of members of the household for one month are deducted from value of the estate. |
Art. 476490
3. Insurance and restricted retirement savings 1 Where a life assurance claim, including a claim arising from a restricted retirement savings plan, maturing on the death of the deceased was established in favour of a third party by an inter vivos or testamentary disposition or mortis causa or was transferred by the deceased during his or her lifetime to a third party without valuable consideration, the redemption value of such insurance claim at the time of death is added to the estate. 2 The testator’s estate also includes claims of beneficiaries arising from the testator’s restricted retirement savings plan with a bank foundation. 490 Amended by No I of the FA of 18 Dec. 2020 (Law of Succession), in force since 1 Jan. 2023 (AS 2021 312; BBl 2018 5813). |
Art. 477
B. Disinheritance I. Grounds The testator has the power to deprive an heir of his or her statutory entitlement by means of a testamentary disposition:
491 Amended by No I 4 of the FA of 26 June 1998, in force since 1 Jan. 2000 (AS 1999 1118; BBl 1996 I 1). |
Art. 478
II. Effect 1 The disinherited person may neither participate in the estate nor bring an action in abatement. 2 Unless disposed of otherwise by the testator, the disinherited person’s portion passes to the testator’s statutory heirs as if the disinherited person had predeceased. 3 The disinherited person’s issue retain their statutory entitlements as if he or she had predeceased. |
Art. 479
III. Burden of proof 1 A disinheritance is valid only if the testator indicates the reason for the disinheritance in his or her testamentary disposition. 2 If the disinherited person challenges the disinheritance on the grounds that the reason therefor is incorrect, any heir or legatee wishing to benefit from the disinheritance must prove that the reason is correct. 3 Where no such proof may be adduced or no reason for the disinheritance is indicated, the disposition shall be upheld insofar as it does not deprive the disinherited person of his or her statutory entitlement unless it was made by the testator in obvious error regarding the reason for the disinheritance. |
Art. 480
IV. Disinheritance of an insolvent person 1 If unpaid debt certificates exist in respect of any of the issue of the testator, the latter may deprive the said issue of one-half of his or her statutory entitlement providing he or she leaves that half to the existing or subsequently born children of the said issue. 2 At the disinherited person’s request, the disinheritance is void if, on commencement of the succession process, the unpaid debt certificates no longer exist against him or her or if their total amount does not exceed one-quarter of his or her share of the estate. |
Section Three: Types of Disposition |
Art. 481
A. In general 1 Within the limits of his or her right to dispose of his or her property, the testator may dispose of it in part or in full by will or by contract of succession. 2 Any property in respect of which no testamentary disposition has been made passes to the statutory heirs. |
Art. 482
B. Burdens and conditions 1 The testator may attach burdens or conditions to the disposition, the fulfilment of which may be requested by any interested party once the disposition becomes effective. 2 Immoral or unlawful burdens or conditions render the disposition null and void. 3 Where they are merely onerous to third parties or meaningless, they are deemed not to exist. 4 If an animal receives a bequest by testamentary disposition, this disposition is deemed to be a burden by which the animal must be cared for according to its needs.492 492 Inserted by No I of the FA of 4 Oct. 2002 (Article of Basic Principles: Animals), in force since 1 April 2003 (AS 2003 463; BBl 2002 41645806). |
Art. 484
D. Legacy I. Nature 1 The testator may bequeath a legacy to a beneficiary without naming that person as an heir. 2 He or she may bequeath a specific legacy or the usufruct of the whole or a part of the estate, or he or she may instruct the heirs or other legatees to make payments to that person from the value of the estate or to release that person from obligations. 3 If the testator bequeaths a specific legacy but the object is not part of the estate and no other intention is evident from the disposition, no obligation is placed on the obligor of the legacy. |
Art. 485
II. Duty on the obligor of the legacy 1 The object must be delivered to the beneficiary in the same condition that it was in at the commencement of the succession process, including damage and growth and with or without encumbrance. 2 With regard to expenditure on and deterioration of the legacy since the commencement of the succession process, the obligor of the legacy has the same rights and duties as an agent without authority. |
Art. 486
III. Relationship to the estate 1 Where the legacies exceed the value of the estate or of the bequest to the obligor or of the disposable part, application may be made to have them abated proportionately. 2 If the obligors do not survive the testator, are unworthy to inherit or disclaim their inheritance, the legacies remain nonetheless effective. 3 If the testator has bequeathed a legacy to a statutory or named heir, the latter has the right to claim the legacy even if he or she disclaims his or her inheritance. |
Art. 488
F. Remaindermen I. Designation of a remainderman 1 The testator is entitled in his or her dispositions to require the named heir, as provisional heir, to deliver the estate to a third party, as remainderman. 2 No such obligation may be imposed on the remainderman. 3 The same provisions apply to legacies. |
Art. 489
II. Time of delivery 1 Except where the disposition stipulates otherwise, the time of delivery is deemed to be the death of the provisional heir. 2 Where a different time is specified and that time has not yet occurred on the death of the provisional heir, the inheritance passes to his or her heirs against security. 3 If for whatever reason that time may no longer occur, the inheritance passes unreservedly to the heirs of the provisional heir. |
Art. 490
III. Security 1 In all cases in which remaindermen are designated, the competent authority must order an inventory to be drawn up. 2 Delivery of the inheritance to the provisional heir is made only against security, except where the testator has expressly released him or her from such an obligation; in the case of immovable property, security may be provided by entering the delivery obligation under priority notice in the land register. 3 If the provisional heir is unable to provide security or jeopardises the remainderman’s expectancy, the inheritance must be placed under probate administration. |
Art. 492
2. Of the remainderman 1 The remainderman acquires the testator’s bequest if he or she is alive at the stipulated delivery time. 2 If he or she dies before then, the inheritance passes to the provisional heir unless the testator has ordered otherwise. 3 If the provisional heir dies before the testator or is unworthy of inheritance or disclaims the inheritance, it passes to the remainderman. |
Art. 492a493
V. Issue lacking capacity of judgement 1 If any issue permanently lacks capacity of judgement and if he or she is not survived by issue or a spouse, the testator may designate a remainderman in respect of the residue. 2 The designation of the remainderman ceases to apply by law if the issue, contrary to expectation, becomes capable of judgement. 493 Inserted by No I 2 of the FA of 19 Dec. 2008 (Adult Protection Law, Law of Persons and Law of Children), in force since 1 Jan. 2013 (AS 2011 725; BBl 20067001). |
Art. 494
H. Contracts of succession I. Contracts naming heirs and making legacies 1 The testator may, by contract of succession, undertake to another person to bequeath his or her estate or a legacy to that person or a third party. 2 He or she is free to dispose of his or her property as he or she sees fit. 3 Testamentary dispositions and inter vivos gifts, with the exception of customary occasional gifts, are subject to challenge, insofar as:
494 Amended by No I of the FA of 18 Dec. 2020 (Law of Succession), in force since 1 Jan. 2023 (AS 2021 312; BBl 2018 5813). |
Art. 495
II. Renunciation of inheritance 1. Significance 1 The testator may conclude an inheritance renunciation contract with an heir with or without valuable consideration. 2 The renouncing party is not deemed to be an heir on succession. 3 Unless the contract provides otherwise, the renunciation of an inheritance also applies to the issue of the renouncing party. |
Art. 496
2. Void renunciation 1 Where certain persons are named in the renunciation contact as heirs in lieu of the renouncing party, the renunciation is void if such persons fail to acquire the inheritance for whatever reason. 2 Where an inheritance is renounced in favour of co-heirs, the renunciation is presumed to be effective only in respect of the heirs of the line descending from their nearest common ascendant and has no effect with regard to more distant heirs. |
Art. 497
3. Rights of the creditors of the estate If the deceased was insolvent on commencement of the succession process and his or her creditors are not satisfied by the heirs, the renouncing party and his or her heirs may be held liable to the extent that they received valuable consideration for the renounced inheritance within the five years prior to the death of the deceased and were still enriched by such consideration on succession. |
Section Four: Formal Requirements of Testamentary Dispositions |
Art. 500
b. Role of the public official 1 The testator must inform the official of his or her wishes, whereupon the official draws up the deed or causes it to be drawn up and gives it to the testator to read. 2 The deed must be signed by the testator. 3 The official must date and sign the deed. |
Art. 501
c. Role of the witnesses 1 As soon as the public deed has been signed and dated, the testator must declare to the two witnesses, in the presence of the official, that he or she has read the document and that it contains his or her will. 2 The witnesses must sign the deed and in so doing confirm that the testator made said declaration in their presence and that, in their judgment, in so doing he or she was in full possession of testamentary capacity. 3 It is not necessary for the witnesses to be informed of the content of the deed. |
Art. 502
d. Drawing up a will without the testator reading and signing it 1 If the testator does not read and sign the deed, the official must read it out in the presence of the two witnesses and the testator, who must then declare that the deed contains his or her will. 2 In this case the witnesses must not only attest to the testator’s declaration and their judgment concerning his or her testamentary capacity but must also confirm, by appending their signatures, that the deed was read out to the testator by the official in their presence. |
Art. 503
e. Persons involved 1 Persons who lack capacity to act, have been deprived of their civil rights due to a criminal conviction495 or are unable to read or write, lineal relatives496 or siblings of the testator or their spouses and the testator’s spouse are not permitted to act as authenticating officials or witnesses when making a will in the form of a public deed. 2 No disposition may be made in the will in favour of any authenticating officer or witness or his or her lineal relatives, siblings or spouse. 495The suspension of civil rights and privileges due to criminal conviction has been abolished (see AS 1971777; BBl 1965I 561and AS 197455; BBl 1974I 1457). 496Term amended by No I 3 of the FA of 30 June 1972, in force since 1 April 1973 (AS 1972 2819; BBl 1971 I 1200). |
Art. 505
3. Holographic will 1 A holographic will must be written in the testator’s own hand from start to finish, include an indication of the day, month and year on which it is drawn up, and be signed by the testator.497 2 The cantons must ensure that such wills can be forwarded, whether open or sealed, to an authority for safekeeping. 497Amended by No I of the FA of 23 June 1995, in force since 1 Jan. 1996 (AS 1995 4882; BBl 1994 III 516, V 607). |
Art. 506
4. Oral will a. Dispositions 1 Where the testator is prevented from using any other form of will by extraordinary circumstances such as the imminent risk of death, breakdown in communications, epidemic or war, he or she is entitled to make a will in oral form. 2 To do so, he or she must declare his or her will in the presence of two witnesses and instruct them to have it drawn up as required in the form of a deed. 3 The witnesses are subject to the same disqualification provisions as apply to wills made in the form of public deeds. |
Art. 507
b. Conversion into deed 1 The oral will, including the place, day, month and year, must be written down immediately by one of the witnesses, then signed by both and lodged without delay with a judicial authority together with a declaration that the testator was in full possession of his or her testamentary capacity and that he or she informed them of his or her will in the special circumstances prevailing at that time. 2 The two witnesses may instead have the will recorded by a judicial authority along with the same declaration. 3 If the testator makes his or her oral will while on military service, an officer with the rank of captain or higher may take the place of the judicial authority. |
Art. 510
2. Destruction 1 The testator may revoke his or her will by destroying the deed. 2 If the deed is destroyed by others wilfully or by accident, the will likewise becomes void inasmuch as its content may no longer be ascertained precisely and completely; claims for damages are reserved. |
Art. 511
3. Subsequent wills 1 If the testator makes a will without expressly revoking a previous will, the later will supersedes the earlier unless it is manifestly no more than a codicil thereto. 2 Likewise, a bequest of a specific object is revoked if the testator subsequently makes a new disposition of the same object that is incompatible with the previous disposition. |
Art. 512
B. Contracts of succession I. Execution 1 In order to be valid, a contract of succession must meet the same formal requirements as a will executed as a public deed. 2 The contracting parties must simultaneously declare their intentions to the public official and sign the deed before him or her and two witnesses. |
Art. 513
II. Revocation 1. Inter vivos a. By contract and by will 1 The contract of succession may be revoked at any time by written agreement between the parties. 2 The testator may unilaterally revoke the naming of an heir or a legacy provided the heir or legatee is guilty of conduct constituting grounds for disinheritance after the contract was concluded. 3 The unilateral revocation must be done in one of the forms prescribed for drawing up wills. |
Art. 514
b. By withdrawal from the contract A person entitled to benefits inter vivos under a contract of succession may declare his or her withdrawal from the contract in accordance with the provisions of the Code of Obligations498 in the event of failure to perform such benefits or to furnish security for them. |
Art. 515
2. Predeceased heir 1 Where the heir or legatee does not survive the testator, the contract becomes void. 2 Where at the time of the heir’s death the testator has been enriched as a result of the contract of succession, unless otherwise provided, the heirs of the deceased may demand restitution of the amount involved. |
Section Six: Declaration of Invalidity and Abatement of Dispositions |
Art. 519
A. Action for declaration of invalidity I. On grounds of lack of testamentary capacity, lack of free will, unlawfulness or immorality 1 Where contested, a testamentary disposition may be declared invalid:
2 An action of declaration of invalidity may be brought by any interested heir or legatee. |
Art. 520
II. On grounds of formal defect 1. In general 1 If the testamentary disposition is formally defective, it is declared invalid on being contested before a court. 2 If the formal defect consists in the certain persons being party to the execution of the disposition who or whose family members are beneficiaries under the testamentary disposition, only the clauses relating to those beneficiaries shall be declared invalid. 3 The right of action is governed by the same provisions as apply in the event of a lack of testamentary capacity. |
Art. 520a500
2. In holographic wills If the formal defect in a holographic will consists in the day, month or year not being indicated correctly or at all, the will may be declared invalid only if the precise date cannot be ascertained in some other manner and is necessary in order to determine the testator’s testamentary capacity, the chronological order of multiple wills or any other issue affecting the validity of the will. 500Inserted by No I of the FA of 23 June 1995, in force since 1 Jan. 1996 (AS 1995 4882; BBl 1994 III 516, V 607). |
Art. 521
III. Prescription 1 The right to bring an action of declaration of invalidity prescribes one year after the contesting party learned of the will and the ground for nullity and in any event a maximum of ten years after the commencement of probate proceedings. 2 In all cases, the right to bring an action on grounds of lack of testamentary capacity, immorality or unlawfulness against a beneficiary acting in bad faith does not prescribe until 30 years have elapsed. 3 Invalidity may be invoked as a defence at any time. |
Art. 522501
B. Action in abatement I. Requirements 1. In general 1 The heirs who receive less than the value of their statutory entitlement may request the abatement of the following acquisitions and gifts until their statutory entitlement becomes available:
2 Clauses in a testamentary disposition relating to the entitlements of the statutory heirs are deemed merely to be instructions for dividing the estate unless it is evident from the disposition that the testator intended otherwise. 501 Amended by No I of the FA of 18 Dec. 2020 (Law of Succession), in force since 1 Jan. 2023 (AS 2021 312; BBl 2018 5813). |
Art. 523502
2. Heirs with a statutory entitlement In the case of heirs with a statutory entitlement, acquisitions in accordance with the law on intestate succession and bequests shall be abated in proportion to the amounts by which they exceed each co-heir’s statutory entitlement. 502 Amended by No I of the FA of 18 Dec. 2020 (Law of Succession), in force since 1 Jan. 2023 (AS 2021 312; BBl 2018 5813). |
Art. 524
3. Rights of creditors 1 Where the testator has exceeded his or her testamentary freedom to the detriment of an heir and the latter fails to bring an action in abatement despite being instructed to do so by the bankruptcy administrators or by creditors holding unpaid debt certificates on succession, the administrators or creditors themselves may bring an action in abatement for the amount necessary to cover their claims within the same time limit that applies to the heir. 2 The same right applies in the case of a disinheritance not contested by the person disinherited. |
Art. 525
II. Effect 1. Of abatement in general 1 Abatement is applied in equal proportion in respect of all named heirs and legatees unless it is evident from the disposition that the testator intended otherwise. 2 Where the abatement applies to a legacy whose beneficiary is also the obligor of other legacies, subject to the same proviso such beneficiary may request that those other legacies be abated proportionately. |
Art. 527
3. On dispositions inter vivos a. Cases The following are subject to abatement in the same manner as testamentary dispositions:
|
Art. 528
b. Restitution 1 A person acting in good faith has a duty of restitution only to the extent that he or she is still enriched by such transactions with the deceased at the time of succession. 2 Where benefits conferred under a contract of succession are subject to abatement, the beneficiary is entitled to reclaim a proportionate amount of the counter-performance made to the testator. |
Art. 529503
4. Insurance claims and restricted retirement savings 1 Where a life assurance claim maturing on the death of the deceased, including a claim arising from a restricted retirement savings plan, was established in favour of a third party by a disposition inter vivos or by a testamentary disposition, or was transferred by the deceased during his or her lifetime to a third party without valuable consideration, such claim is subject to abatement at its redemption value. 2 The claims of beneficiaries arising from the restricted retirement savings plan of the testator with a bank foundation are also subject to abatement. 503 Amended by No I of the FA of 18 Dec. 2020 (Law of Succession), in force since 1 Jan. 2023 (AS 2021 312; BBl 2018 5813). |
Art. 530
5. On usufruct and annuities If the testator has encumbered the estate with rights of usufruct and annuities such that their capitalised value over their probable duration exceeds the disposable part of the estate, the heirs are entitled either to seek proportionate abatement of such rights or to redeem them by surrendering the disposable part of the estate to the beneficiaries. |
Art. 531504
6. On naming of remaindermen The naming of a remainderman in respect of an heir entitled to a statutory entitlement is invalid as to that part of the estate; the provision on issue who are incapable of judgement is reserved. 504 Amended by No I 2 of the FA of 19 Dec. 2008 (Adult Protection Law, Law of Persons and Law of Children), in force since 1 Jan. 2013 (AS 2011 725; BBl 20067001). |
Art. 532505
III. Order of abatement 1 The following are subject to abatement in the following order until the statutory entitlement becomes available:
2 The inter vivos gifts shall be abated in the following order:
505 Amended by No I of the FA of 18 Dec. 2020 (Law of Succession), in force since 1 Jan. 2023 (AS 2021 312; BBl 2018 5813). |
Art. 533
IV. Prescription 1 A claim in abatement prescribes one year after the date on which the heirs learned of the infringement of their rights and in any event after ten years have elapsed since the succession, in the case of testamentary disposition, or since the testator’s death, in the case of other dispositions. 2 If the declaration of the invalidity of a later disposition revives an earlier one, the prescriptive periods begin on the date on which invalidity was declared. 3 The entitlement to abatement may be invoked as a defence at any time. |
Division Two: Succession |
Title Fifteen: Commencement of the Succession Process |
Art. 537
A. Requirements for the deceased 1 Succession commences on the death of the deceased. 2 Insofar as dispositions and divisions made during deceased's lifetime are relevant under law of succession, they are taken into account according to the condition of the estate as at the time of his or her death. |
Art. 538
B. Place where succession commences 1 The succession process commences in respect of the entire estate at the deceased’s last domicile. 2 ...507 507 Repealed by Annex No 2 of the Civil Jurisdiction Act of 24 March 2000, with effect from 1 Jan. 2001 (AS 2000 2355; BBl 1999 2829). |
Art. 539
C. Requirements for the heirs I. Capacity 1. Legal capacity 1 Every person is capable of being an heir and acquiring property by testamentary disposition unless by law he or she is deemed incapable of inheritance. 2 Bequests with a designated purpose to groups of persons not constituting a legal entity are acquired by all such persons individually with an obligation to use them as prescribed or, where this is not practical, give rise to a trust. |
Art. 540
2. Unworthiness to inherit a. Grounds 1 A person is unworthy of inheriting or acquiring anything by a testamentary disposition if:
2 Unworthiness to inherit does not apply if the person now deceased has forgiven the person concerned. |
Art. 542
II. Capacity to inherit on succession 1. As heir 1 In order to inherit, an heir must be alive and capable of inheriting at the time of succession. 2 If an heir dies after commencement of succession, his or her rights of inheritance in respect of the estate pass to his or her own heirs. |
Art. 543
2. As legatee 1 A legatee surviving the testator and capable of inheriting acquires a claim to the legacy. 2 If he or she dies before the testator, his or her legacy is extinguished in favour of the person who would have been obliged to deliver the legacy to him, unless some other intention is evident from the disposition. |
Art. 544
3. Unborn child 1 A child is capable of inheriting from the moment of conception onwards, providing he or she is subsequently born alive. 1bis If it is required to protect the child's interests, the child protection authority shall establish a deputyship.508 2 If the child is stillborn, it is disregarded for inheritance purposes.509 508 Inserted by No I 2 of the FA of 19 Dec. 2008 (Adult Protection Law, Law of Persons and Law of Children), in force since 1 Jan. 2013 (AS 2011 725; BBl 20067001). 509 Amended by No I 2 of the FA of 19 Dec. 2008 (Adult Protection Law, Law of Persons and Law of Children), in force since 1 Jan. 2013 (AS 2011 725; BBl 20067001). |
Art. 545
4. Remaindermen 1 The testator may bequeath his or her estate or part thereof to a person not yet living when succession commences by designating such person a remainderman. 2 Where no provisional heir is named, the statutory heirs are deemed to be the provisional heirs. |
Art. 546
D. Presumption of death I. Inheriting from persons presumed dead 1. Devolution against security 1 Where a person has been declared presumed dead, before his or her heirs or legatees succeed to the estate, they must furnish security for the restitution of the property to those with a prevailing claim or to the missing person himself. 2 Such security shall be furnished for five years in the case of disappearance in life-threatening circumstances and for 15 years in the case of absence without sign of life, but never beyond the date on which the missing person would have become 100 years old. 3 The five-year period runs from the date on which the estate is transferred and the 15-year period from the last sign of life. |
Art. 547
2. Annulment of presumption of death and restitution 1 If the person who is presumed dead returns or other parties assert prevailing claims to the estate, those put in possession of the estate must return it according to the rules governing possession. 2 Provided they acted in good faith, they are liable to parties with prevailing claims only during the period in which action may be brought for reclamation of the estate. |
Art. 548
II. Succession rights of persons presumed dead 1 If it is impossible to determine whether an heir is alive or dead when succession commences because he or she has disappeared, his or her share of the inheritance is placed under official administration. 2 Those who would succeed to the missing heir’s share if he or she were dead may request the court to declare the heir presumed dead one year after his or her disappearance in life-threatening circumstances or five years after the last sign of life and, once such declaration has been made, may apply for release of their shares of his or her inheritance. 3 Such shares are released according to the provisions governing release to the heirs of persons presumed dead. |
Art. 549
III. Correlation of the two cases 1 If the heirs of the person presumed dead are already in possession of his or her property and an inheritance passes to him or her, his or her co-heirs may invoke this fact and request that such inheritance be released to them without need for a second declaration of presumed death. 2 The heirs of the person presumed dead may likewise invoke a declaration of presumed death obtained by the co-heirs. |
Art. 550
IV. Procedure ex officio 1 Where the missing person’s property or succession rights have been under official administration for ten years or more, or he or she would have reached the age of 100, at the request of the competent authority the declaration of presumed death is pronounced ex officio. 2 If no rightful heirs come forward during the public notice period, the property of the person presumed dead passes to the state authority with right to succeed or, if he or she was never resident in Switzerland, to the canton of origin. 3 The local authority or canton concerned has the same duty of restitution as those put in possession of the estate towards the person presumed dead and parties with prevailing claims. |
Title Sixteen: Effect of Succession |