Disinheritance
As previously observed, certain heirs (the heredes sui et necessarii) inherited automatically and as of right on the death of the paterfamilias.
Therefore, a testator who wished to create a will that deviated from the rules of intestate succession had to expressly disinherit his sui heredes. If he failed to do so, the will was deemed invalid and the estate devolved according to the rules of intestacy.Although in principle a paterfamilias had the right to dispose of his estate in any manner he wished, the intention of disinheriting (exheredatio) a kin had to be conveyed in express terms and in a prescribed manner. In the course of time, a complicated system of rules developed that determined to what extent and under what circumstances a pater could or should disinherit his sui heredes. Thus the ius civile required that a son under his father's potestas (filiusfamilias) should be disinherited by name (nominatim), otherwise the will would be void. Other sui heredes, such as daughters, grandchildren and the wife in manu, could be disinherited as a group and without being named (inter ceteros). If these rules were not adopted, the will was not deemed invalid but the sui heredes who had been passed by inherited in equal shares with the sui heredes who had been instituted as heirs in the will.[1095] Thereafter the praetor extended the existing law by providing, among other things, that all male liberi (including emancipati and postumi) had to be disinherited expressly and by name, whilst female liberi could be disinherited collectively. Passing by afiliusfamilias still rendered the will void, but in the case of all other descendants the praetor could grant bonorum possessio contrary to the testator's will (contra tabulas).
The praetor's intervention was not designed to disrupt the will technically but to pragmatically enable the succession of all descendants entitled to succeed ab intestato who had been passed over in a will.[1096] In an attempt to simplify the system of rules relating to disinheritance, Justinian stipulated that the exheredatio of all descendants (including liberi or postumi) had to be effected by name (nominatim).[1097]'' If such persons had been passed over, the will was invalid but it appears that bonorum possessio contra tabulas could still be granted under certain circumstances.[1098] Furthermore, Justinian provided that a person could be disinherited only if there was a valid ground for the testator to do so.[1099] This requirement was connected with the material restriction on disherison derived from the institution of querela inofficiosi testamenti, which was combined by Justinian with exheredatio.5.3.8
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