Maître Sabrina BOUZOL

Avocat au barreau de Chambéry

Compétences : Droit commercial, des affaires et de la concurrence, Droit de la famille, des personnes et de leur patrimoine, Droit immobilier, Droit du travail et social, Droit de la sécurité sociale et de la protection sociale

Barreau : Chambéry

Adresse : 68 Rue Sommeiller 73000 CHAMBERY

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Publié le 05/07/2023

Testament par personne interposée

Article juridique - Droit de la famille, des personnes et de leur patrimoine

Par Me Sabrina BOUZOL

En vertu de l'article 911 du code civil, "Toute libéralité au profit d'une personne physique ou d'une personne morale, frappée d'une incapacité de recevoir à titre gratuit, est nulle, qu'elle soit déguisée sous la forme d'un contrat onéreux ou faite sous le nom de personnes interposées, physiques ou morales. Sont présumés personnes interposées, jusqu'à preuve contraire, les père et mère, les enfants et descendants, ainsi que l'époux de la personne incapable".

Il y a très peu de jurisprudence en la matière. Mais la présomption n'étant plus irréfragables mais simples, il y a un vrai risque de voir contourner l'interdiction de disposer à l'égard des médecins, infirmières et autres.

Un des derniers arrêts en la matière de la Cour de cassation date de 2020 : Le médecin qui soigne une amie les dernières années de sa vie, fût-ce gracieusement, est frappé d'une incapacité de recevoir les libéralités faites par elle à son profit, directement ou par personne interposée.

Cass. 1e civ. 5-11-2020 no 20-16.879 FS-D