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La figura del testamento es una pieza fundamental en la vida de las personas. En algún momento dado, todas las familias se plantean la necesidad de realizarlo.
El mismo se configura como un acto de disposición individual y personalísimo mediante el cual una persona regula la distribución de sus bienes entre uno o más herederos. Así pues, su redacción constituye una manifestación inequívoca de la voluntad del testador.
Al margen de la regulación del Derecho común español en materia de sucesiones, Cataluña regula de forma extensa la figura del testamento y su tipología.
Así pues, en el siguiente blog se analizan las singularidades que establece el derecho catalán en esta materia.
Por qué es importante conocer los tipos de testamento
En primer lugar, es importante destacar que no existe una única forma de redactarlo. El derecho catalán contempla distintos tipos de testamento en función de la persona que lo transcribe o de la forma en qué se redacta.
Así pues, es recomendable conocer la clasificación de los testamentos. De esta manera, el testador puede escoger el tipo de testamento que mejor se adapta a sus necesidades.
Por otro lado, el testador es libre de establecer legados a favor de una o varias personas. Asimismo, en el testamento puede nombrarse especialmente a una persona para que se encargue de administrar los bienes.
El testamento notarial
La presencia del Notario es imprescindible en materia de sucesiones. El Notario es el encargado de recoger la voluntad del testador en escritura pública, así como de garantizar la autenticidad del documento. En general, los testamentos notariales son los más utilizados entre las familias. De esta manera, la persona interesada dispone la forma en qué se transmitirán sus bienes al momento de su muerte ante Notario.
Para que el documento sea válido, el testador debe cumplir ciertos requisitos recogidos en la legislación catalana.
Así pues, el testador debe poseer capacidad legal suficiente, por lo que se excluye a los menores de 14 años.
Dentro de la figura del testamento notarial, y en función de la forma de redactar el testamento, debe diferenciarse a su vez dos tipos de testamentos.
El testamento abierto
El testador expresa de viva voz su voluntad ante el Notario, mientras éste lo va redactando.
Para que el documento se considere válido, el Notario debe hacer constar el lugar, fecha y hora del otorgamiento. Seguidamente, ya sea el Notario o el propio testador, procede a la lectura del testamento.
De este modo, si tras la revisión del documento el testador está conforme con lo redactado, deberá firmarlo y posteriormente seguirá el cauce notarial pertinente.
El testamento abierto constituye una de las opciones más recomendables, ya que ofrece una gran seguridad jurídica al testador de la validez del documento al realizarse ante Notario de forma íntegra.
No obstante, este tipo de testamento carece de privacidad, ya que el testador da a conocer su voluntad de forma abierta, como su propio nombre indica, al Notario y testigos, en su caso.
El testamento cerrado
El segundo tipo de testamento se diferencia del primero en que el propio testador manifiesta su voluntad de forma privada.
En este supuesto, el testador redacta, de forma manual o por medios tecnológicos, el testamento y, seguidamente, se lo entrega al Notario de su elección en un sobre cerrado.
Asimismo, el testador debe hacer constar lugar y fecha de realización del testamento. Posteriormente, el Notario procederá a la protocolización del testamento e incorporación al acta correspondiente.
Por otro lado, es posible que el testador encargue a otra persona que escriba el testamento. En este caso, dicha persona deberá identificarse y firmar debidamente el documento, junto con la firma del testador.
Una vez fallezca el testador, y siempre que sea a instancia de parte interesada, el Notario procederá a la apertura del sobre ante dos testimonios, y posterior protocolización.
El testamento cerrado ofrece una mayor privacidad a los que optan por esta opción. Sin embargo, se le presume una menor seguridad jurídica respecto del testamento abierto.
El testamento ológrafo
El testamento ológrafo es poco habitual en la actualidad, ya que generalmente se recurre a la figura del testamento notarial. No obstante, no deja de ser una opción que también ofrece ventajas.
Mediante el testamento ológrafo el testador redacta, a mano, el testamento. Para que se considere válido debe constar la fecha y lugar de su otorgamiento.
El testamento ológrafo únicamente puede otorgarse por personas mayores de edad, así como por menores emancipados. De todas formas, el testamento ológrafo debe ser adverado y protocolizado por un Notario, pues solo así se comprobará su autenticidad y será considerado
válido.
La legislación catalana establece una especialidad respecto a este tipo de testamento, pues establece un plazo de caducidad de cuatro años para presentarlo ante fedatario público.
Así pues, si transcurre dicho plazo tras la muerte del testador sin que se protocolice debidamente, el testamento caducará.
En conclusión, la redacción del testamento constituye una decisión muy importante en la vida de las personas, pues de esta manera disponen el futuro de sus bienes.
En este sentido, es recomendable acudir a la figura de profesionales que puedan asesorar a las personas interesadas y aconsejar del mejor tipo de testamento que se adapte a sus intereses.
En Anteo, contamos con un servicio de Abogado de herencias y testamentos, donde nuestros expertos en la materia podrán asesorarte de la mejor manera posible. Contáctanos.
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