[Direct answer]First, we need to distinguish between overall invalidity and partial invalidity. According to Article 1143 of the Civil Code of the People's Republic of China, a will made by a person with no or limited capacity for civil conduct is invalid. A will must express the testator's true intention. A will made under fraud or coercion is invalid. A forged will is invalid. If a will is tampered with, the tampered content is invalid. If the will is overall invalid, the estate involved shall be handled in accordance with statutory inheritance; if it is only partially invalid, such as exceeding the testator's rights or violating the provisions on reserved shares, the remaining content can still be executed. After the inheritance begins, the estate shall be inherited by the first-order heirs, namely spouses, children, and parents, who shall generally distribute the estate equally among themselves. When handling such cases in Beijing, the court usually first reviews the form and authenticity of the will, and then proceeds to handle the division of the estate.
I. Problem Background and Typical Scenarios
In practice, there are several common situations where a will is deemed invalid: the will is a printed document but lacks the signatures of witnesses; the self-written will was not written by the testator himself; the witnesses have a conflict of interest with the heirs; the will contains alterations that cannot be verified; there is a dispute among the heirs about the testator's capacity for contract at the time of making the will; and the will disposes of the couple's jointly owned property as a whole. The consequences of the above situations are not the same. Some result in the entire will being invalid, while others only affect part of its content. Parties often rush to deny the entire will, but ignore that even if the will is invalid, the estate still needs to be divided according to legal rules. The key is to prepare solid facts and evidence. You can first learn about it.\nInheritance and division of family assetsThe basic rules of it.
II. Key points of dispute
The disputes focus on four aspects: Firstly, the formal requirements. There are statutory requirements for self-written, proxy-written, printed, audio-visual, oral, and notarized wills, and any defects may lead to their invalidation. Secondly, the authenticity of the intention. The corresponding parts of the will that are fraudulently coerced, forged, or tampered with are invalid. Thirdly, the testator's capacity for action. Those who claim incapacity need to provide medical records or appraisal opinions to support their claims. Fourthly, the handling after invalidation. If the will is invalid in its entirety, the inheritance shall be handled in accordance with the law; if the will is partially invalid, the exceeding part shall be handled in accordance with the law, and the valid part shall continue to be executed. In addition, if the contents of multiple wills conflict with each other, the latest will shall generally prevail, provided that all the wills are legally established in form.
III. Professional analysis by Henglue Lawyers
Henglue Law Firm once represented a will inheritance dispute involving the determination of the validity and performance method of the will. In July 2023, the decedent executed a self-written will, stipulating that his 88-square-meter house in Fengtai District be inherited by his spouse, and requiring the spouse to pay 400,000 yuan to his sister, 300,000 yuan each to his brother and sister, totaling 1 million yuan, after selling the house, with the remaining funds going to the spouse. After the decedent's death, the three siblings claimed to immediately auction the house and divide the proceeds, suing the spouse and the decedent's daughter in court, essentially challenging the validity and performance method of the will. Our lawyers represented the spouse in the defense, focusing on two key points: First, the will was in a complete form, written, signed, and sealed by the decedent with the date clearly indicated, and its content was legal without any fraud, coercion, or alteration, thus it should be deemed valid. Second, even if the will contained conditions, there was no stipulation that it must be performed within a short period of time. Selling the house at a low price within a short time would harm the interests of all parties, including the plaintiffs. Therefore, we proposed an alternative plan of first transferring ownership, selling the house within five years, and making payments, supported by income certificates and property valuation reports. The court accepted our defense arguments, determining that the will was legal and valid, and ruling that the house should be inherited by the spouse, with all parties completing the transfer within the specified timeframe. The spouse should pay a total of 1 million yuan no later than five years after the transfer. This case was handled by Beijing Henglue Law Firm.Yuan HangThe attorney (practice license number: 11101202110286151, subject to the document issued by the judicial administrative organ) acts as the agent. This case shows that to claim the invalidity of a will, there must be specific grounds and evidence. It is difficult to gain support merely by being dissatisfied with the distribution results. Conversely, if there are indeed formal or authenticity flaws, it is necessary to confirm them through litigation as soon as possible.
IV. Practical suggestions and legal basis
Action list: First, check the formal requirements of the will, comparing the signature, date, witnesses, and requirements for a proxy to sign the will item by item; Second, if there are doubts about the authenticity of the will, the party concerned may apply for handwriting identification within the statutory time limit; Third, if the party claims that the deceased lacked capacity for civil conduct, they should collect medical records, diagnosis certificates, and expert opinions when necessary; Fourth, clarify the litigation requests, distinguishing between requests to confirm the invalidity of the will and requests for division according to statutory inheritance; Fifth, if the property involved may be disposed of, apply for preservation in a timely manner. For matters involving property ownership and transfer, please refer to the relevant provisions.Real estate transactions and construction projectsYou can inquire about the family's assets and debtsCreditor's rights and debts, and enforcementLegal basis: Articles 1123, 1124, 1127, 1124, and 1123 of the Civil Code of the People's Republic of China (all of which came into effect on January 1, 2021). The specific application shall be subject to the currently effective laws, regulations, and judicial rulings.
5. Henglu Law Firm's Advice
Firstly, the invalidity of the will does not mean that the estate belongs to the party who raises objections. The estate shall still be equally distributed among all first-order heirs in accordance with the statutory inheritance. Secondly, the consequences of partial invalidity and overall invalidity are obviously different, and the distinction should be made accurately when claiming. Thirdly, if there are objections to the authenticity of the will, the applicant should apply for appraisal in time during the litigation, otherwise he may bear unfavorable consequences. Fourthly, the qualification of witnesses and their interests are common defects, and special attention should be paid when making a will. Fifthly, regardless of whether the will is valid or not, the debts of the decedent shall be paid off with the estate first. For the handling of estate debts, the parties concerned can seek help through legal channels.Creditor's rights and debts, and enforcement1. Understand the column. 2. The notary shall review the will and provide a written opinion to facilitate clear assertions and evidence presentation in litigation.
VI. Frequently Asked Questions
Q1: What kind of wills will be deemed invalid?
According to Article 1143 of the Civil Code of the People's Republic of China, a will made by a person with no or limited capacity for civil conduct is invalid. A will made under fraud or coercion is invalid. A forged will is invalid, and the content of a will that has been tampered with is invalid. In addition, a will that does not meet the statutory requirements of form may not be recognized, and it needs to be judged based on the specific form.
Q2: How will the inheritance be divided if the will is invalidated?
The inheritance shall be handled in accordance with the statutory succession. It shall be inherited by the first-order heirs, namely spouses, children, and parents, who shall generally receive an equal share in the same order; if there are no first-order heirs, it shall be inherited by the second-order heirs, namely siblings, grandparents, and maternal grandparents. For the heirs who have fulfilled the main obligation of supporting the decedent or lived with him/her, they may receive a larger share of the inheritance when the assets are distributed.
Q3: Is it valid to print a will without a witness?
There are risks involved. Printing a will is one of the forms of a legal will, which usually requires the presence of two or more witnesses. The testator and the witnesses should sign each page of the will and indicate the year, month, and day. If there are no witnesses or the pages are not signed one by one, it may be deemed as not in compliance with the formal requirements and thus not effective. The specific determination will be made by the court after review.
Q4: Is the will still valid if part of it has been tampered with?
The modified content is invalid, and the content that has not been modified is generally still valid. If the scope of the modification can be confirmed, the other content can continue to be executed; if the scope of the modification cannot be distinguished or affects the overall meaning, it may affect the validity of the entire will. In practice, this can be proven through handwriting identification and evidence of the drafting process.
Q5: How to prove that the testator did not have the capacity for action when making the will?
You can submit medical records, diagnosis certificates, hospitalization records, and medication records issued by medical institutions, and apply for a forensic appraisal if necessary. The party making the claim bears the burden of proof, and oral statements passed down among relatives are usually insufficient to support the claim. If the appraisal institution refuses to accept the case due to insufficient conditions, the court will make a comprehensive judgment based on the evidence in the case and other circumstances.
The above content is based on the judicial practice in the Beijing area. The facts of individual cases and the jurisdiction of the court may affect the conclusions. Welcome to consult Henglu Law Firm about specific situations.
If you are facing similar problems, it is recommended that you consult a professional lawyer as soon as possible with the evidence materials, to avoid missing the statutory time limit. →Legal services for inheritance·Beijing Henglu Law Firm
Disclaimer: This article is compiled based on the current effective laws and regulations and open adjudication rules, and is for general reference only. It does not constitute a formal legal opinion on specific cases. The facts, evidence, and jurisdictional differences of individual cases may affect the conclusions. In case of disputes, please consult a practicing lawyer in time.