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Intestate Succession Application Mexico (Solicitud de Juicio Intestamentario)

Intestate Succession Application Mexico (Solicitud de Juicio Intestamentario)

Código Civil Federal Arts. 1599–1649; CNCPF

SOLICITUD DE APERTURA DE JUICIO INTESTAMENTARIO

Código Civil Federal Arts. 1599–1649; Código Nacional de Procedimientos Civiles y Familiares

[Court Name]

P R E S E N T E

[Petitioner Name], con RFC [Petitioner RFC], en mi carácter de [Petitioner Kinship] del señor(a) [Deceased Name] (en adelante el 'de cujus' o 'autor de la sucesión'), con fundamento en los artículos 1599 a 1649 del Código Civil Federal (CCF) y en las disposiciones del Código Nacional de Procedimientos Civiles y Familiares (CNCPF), ante usted con el debido respeto comparezco a solicitar:

I. DATOS DEL AUTOR DE LA SUCESIÓN

Nombre completo del de cujus: [Deceased Name]

CURP: [Deceased CURP]

Fecha de fallecimiento: [Date of Death]

Lugar de fallecimiento: [Place of Death]

Último domicilio: [Last Domicile]

Estado civil al momento del fallecimiento: [Marital Status]

II. INTESTAMENTARIA — AUSENCIA DE TESTAMENTO

El de cujus [Deceased Name] falleció sin dejar testamento válido otorgado conforme a las disposiciones del Código Civil Federal o de los códigos civiles estatales aplicables, lo que se acredita con la constancia de búsqueda de testamento emitida por el Archivo General de Notarías y el Registro Nacional de Avisos de Testamento (RENAT), con referencia [Will Search Certificate], en la que se hace constar que no existe testamento registrado a nombre del de cujus. En consecuencia, la sucesión debe tramitarse conforme a las reglas de la sucesión legítima establecidas en los artículos 1599 a 1649 del CCF.

III. HEREDEROS INTESTAMENTARIOS

Con fundamento en los artículos 1602 a 1649 del Código Civil Federal, se acredita que los siguientes herederos tienen derecho a la herencia del de cujus:

Heredero solicitante: [Petitioner Name] ([Petitioner Kinship])

Demás herederos conocidos: [Other Heirs]

Los documentos del Registro Civil que acreditan el parentesco de cada heredero con el de cujus (actas de nacimiento, acta de matrimonio, etc.) se acompañan como Anexo B a la presente solicitud.

IV. BIENES QUE INTEGRAN EL ACERVO HEREDITARIO

Bienes Inmuebles: [Real Property Estate]

Otros Bienes (muebles, cuentas, valores): [Other Assets Estate]

Deudas y Cargas Conocidas: [Known Liabilities]

El inventario completo será elaborado y presentado por el albacea designado durante el juicio, con el apoyo de peritos valuadores en los términos del CNCPF.

V. DESIGNACIÓN DE ALBACEA

Se propone como albacea al señor(a) [Albacea Nomination], quien acepta el cargo y se compromete a cumplir con las obligaciones establecidas en los artículos 1706 a 1772 del CCF, incluyendo la elaboración del inventario y avalúo, el pago de las deudas del acervo hereditario, la presentación de la declaración final del ISR del causante ante el SAT, y la elaboración del proyecto de distribución.

VI. PETICIÓN AL JUZGADO

Por lo anteriormente expuesto, con fundamento en los artículos 1599 a 1649 del Código Civil Federal y en el Código Nacional de Procedimientos Civiles y Familiares, respetuosamente solicito al Juzgado:

PRIMERO.

Tener por presentada la presente solicitud de apertura de juicio intestamentario y admitirla conforme a derecho.

SEGUNDO.

Dictar la declaratoria de herederos intestamentarios en favor de [Petitioner Name] y demás herederos identificados, conforme al orden de sucesión legítima del CCF.

TERCERO.

Aprobar el nombramiento del albacea [Albacea Nomination] y ordenar su discernimiento del cargo.

CUARTO.

Ordenar la elaboración del inventario y avalúo del acervo hereditario por peritos designados conforme al CNCPF.

Lugar y fecha: [Place of Death], a [Filing Date].

ANEXOS

  • Anexo A — Acta de defunción (copia certificada del Registro Civil)
  • Anexo B — Documentos del Registro Civil de cada heredero (actas de nacimiento, matrimonio)
  • Anexo C — Constancia de búsqueda de testamento (Archivo General de Notarías / RENAT)
  • Anexo D — Documentos del acervo hereditario (folios RPC, estados de cuenta, facturas de vehículos)
  • Anexo E — Identificaciones oficiales con CURP y RFC de todos los herederos

Atentamente,

Petitioning Heir

________________

Signature

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What Is a Intestate Succession Application Mexico (Solicitud de Juicio Intestamentario)?

An Intestate Succession Application Mexico (Solicitud de Juicio Intestamentario) is the formal legal petition filed before a Juez de lo Civil or, for qualifying estates, before a Notario Público, to open the intestate succession proceeding (juicio intestamentario or sucesión intestada) when a Mexican citizen or resident dies without leaving a valid will (testamento). The proceeding is governed principally by the Código Civil Federal (CCF) Articles 1599 through 1649 — which establish the order of intestate succession (orden de sucesión legítima) applicable in matters of federal jurisdiction — and by the corresponding state civil codes (códigos civiles estatales) and the Código Nacional de Procedimientos Civiles y Familiares (CNCPF), which entered into force progressively from 2023 and gradually replaces the former state-level procedural codes for civil and family matters across the Mexican Republic.

Mexico's intestate succession system is grounded in Article 1599 CCF, which establishes that when a person dies without a will, or when the will is null, or when the testamentary heirs do not exist or renounce their inheritance, the law determines who inherits (herederos legítimos). The CCF Articles 1602 through 1634 set out the classes of intestate heirs in descending priority: (1) descendants (hijos, nietos, bisnietos) inherit first, with grandchildren and further descendants inheriting per stirpes if the direct child predeceased the de cujus; (2) in the absence of descendants, ascendants (padres, abuelos) inherit; (3) the surviving spouse (cónyuge supérstite) inherits concurrently with descendants or ascendants under Articles 1624 through 1634 CCF depending on whether the marriage produced children; (4) in the absence of descendants, ascendants, and surviving spouse, collateral relatives (colaterales) — siblings, nephews, cousins — inherit in the order and to the degree specified in Articles 1635 through 1647 CCF; and (5) in the complete absence of all relatives, the estate passes to the Mexican government (Beneficencia Pública) under Article 1636 CCF.

The CNCPF streamlines the intestate proceeding by providing unified procedural rules applicable across all states progressively from 2023 to 2025, replacing the fragmented state procedural systems that previously governed these matters. Under the CNCPF, the juicio intestamentario is classified as a non-contentious (jurisdicción voluntaria) proceeding when no disputes arise among potential heirs — in that case, the Juez de lo Civil declares the legal heirs and approves the estate distribution plan proposed by the albacea (estate administrator). When disputes arise over heirship, asset valuation, or distribution, the proceeding becomes contentious and follows the full adversarial civil trial procedure.

An important parallel pathway exists through the notarial succession (sucesión notarial) available under Mexican law for uncontested intestate estates with adult heirs who are in agreement. Since the 2003 reforms to various state notarial laws and the subsequent CNCPF provisions, a Notario Público may declare legal heirs and oversee distribution without judicial intervention when all heirs are of legal age, are in agreement, and no minor or incapacitated beneficiary is involved. This extrajudicial route is significantly faster than a court proceeding and is the preferred path for straightforward intestate estates.

The concep of acervo hereditario (hereditary estate) under the CCF encompasses all transmissible rights and obligations of the deceased: real property (inmuebles), moveable assets, bank accounts, investment accounts, shares in legal entities (acciones o partes sociales), intellectual property rights, receivables, and, importantly under Article 1281 CCF, all liabilities (deudas y cargas de la herencia). Heirs inherit both assets and debts proportionally to their hereditary share unless they accept the inheritance under the beneficio de inventario under Article 1678 CCF, which limits liability to the assets received. The albacea appointed by the heirs or the court manages the estate during the proceeding, collects assets, pays estate debts, and prepares the plan of distribution (proyecto de distribución) for judicial or notarial approval.

When Do You Need a Intestate Succession Application Mexico (Solicitud de Juicio Intestamentario)?

An Intestate Succession Application Mexico is required whenever a person domiciled or owning property in Mexico dies without leaving a valid testamento that disposes of the estate. The Código Civil Federal Article 1599 and state civil codes establish that the absence of a valid will activates the intestate succession rules, and the heirs must formally invoke those rules through the juicio intestamentario proceeding to obtain a legally enforceable declaration of heirship (declaratoria de herederos).

The application is needed when the surviving family members seek to transfer title to real property (bienes inmuebles) registered in the Registro Público de la Propiedad in the name of the deceased. Without a declaratoria de herederos from a Juez de lo Civil or an acta de adjudicación authorized by a Notario Público, the Registro Público de la Propiedad will not record the transfer of title to the heirs. Similarly, banks and financial institutions require the declaratoria de herederos or, in the case of IMSS retirement accounts, the IMSS beneficiary designation procedures under the Ley del Seguro Social Article 501, before releasing funds held in the deceased's accounts.

The proceeding is required when the deceased held shares (acciones) in a Sociedad Anónima de Capital Variable (SA de CV) or partes sociales in a Sociedad de Responsabilidad Limitada (S de RL) — the transfer of those equity interests to the heirs requires a declaratoria de herederos recognized by the company's Registro de Accionistas (shareholder register) under the Ley General de Sociedades Mercantiles (LGSM) Articles 128 and 129.

The document is needed when the deceased left assets registered with the Servicio de Administración Tributaria (SAT) — vehicles (tenencia), business registrations, or credits in the RFC account — and the heirs need legal authority to close those registrations or transfer them. SAT procedures for closing a deceased taxpayer's RFC require evidence of the succession proceeding, typically an auto de radicación (court filing confirmation) or the final declaratoria de herederos.

An Intestate Succession Application is also needed when the estate includes foreign assets or when the deceased was a foreigner domiciled in Mexico — in those cases, the international private law rules of the CCF Articles 12 through 15 and the CNCPF govern which law applies and which court has jurisdiction, and the declaratoria de herederos obtained in Mexico may need to be apostilled under the Apostille Convention (Convenio de La Haya de 1961) ratified by Mexico for use abroad.

What to Include in Your Intestate Succession Application Mexico (Solicitud de Juicio Intestamentario)

A valid Intestate Succession Application Mexico under the Código Civil Federal and the Código Nacional de Procedimientos Civiles y Familiares must contain the following elements for the Juez de lo Civil or Notario Público to admit and process the proceeding.

Identification of the Deceased (De Cujus): Full name, date and place of birth, date, place and cause of death (as shown on the acta de defunción issued by the Registro Civil), last domicile (último domicilio), RFC (if applicable), CURP, marital status at death, and number and identity of surviving children. The original or certified copy (copia certificada) of the acta de defunción issued by the Registro Civil under the Ley General de Población must be attached to the petition.

Confirmation of Intestacy: A statement attesting that the deceased died without leaving a valid testamento, supported by a búsqueda de testamento (will search) conducted through the Archivo General de Notarías (AGN) of the state of last domicile and the federal Archivo General de Notarías, which maintains the Registro Nacional de Avisos de Testamento. The search certificate (constancia de búsqueda de testamento) confirming no will is registered is a mandatory exhibit.

Identification of Heirs: Full names, domiciles, RFC, CURP, and official identity documents (INE/IFE, pasaporte) of all persons claiming to be heirs under the intestate succession order of CCF Articles 1602–1649. Birth certificates (actas de nacimiento), marriage certificates (actas de matrimonio), and other civil registry documents from the Registro Civil establishing the kinship relationship with the deceased must be attached for each heir.

Inventory of the Estate: A preliminary description of the acervo hereditario — real property (with Registro Público de la Propiedad folios, addresses, and estimated values), moveable assets, vehicles (with tenencia plate numbers and Servicio de Administración Tributaria vehicle registration), bank accounts, investment accounts, shares or partes sociales, and known liabilities. This preliminary inventory is developed into a formal avalúo (appraisal) during the proceeding by court-approved peritos (expert valuators).

Request for Albacea Appointment: Nomination of the person or institution proposed to serve as albacea (estate administrator) under CCF Articles 1679 through 1720. The albacea must accept the appointment before a Notario Público or before the court and is responsible for collecting estate assets, paying estate debts, filing final ISR tax returns for the deceased with the SAT under Article 92 of the Ley del Impuesto sobre la Renta (LISR), and presenting the proyecto de distribución.

Tax Obligations Notice: Acknowledgment that the estate must file the deceased's final ISR return (declaración del ejercicio) with the SAT for the fiscal year of death, and that any inheritance gain (ganancia por herencia) is exempt from ISR under Article 93 Section XXII LISR only when received through a formal succession proceeding, not through informal transfer. The SAT may audit the estate's ISR compliance during the proceeding.

Signature and Counsel: The petition must be signed by all petitioning heirs or their legal representatives with exhibited power of attorney. Forms-legal.com provides this Intestate Succession Application Mexico template as a practical starting point. Every intestate succession proceeding must be directed by a Licenciado en Derecho or, in the notarial pathway, a Notario Público, to ensure proper compliance with the Código Civil Federal, applicable state civil codes, the CNCPF, and SAT obligations. The complexity of the estate — particularly when it includes multiple properties, business interests, or foreign assets — significantly affects the duration and cost of the proceeding.

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Forms Legal. (2026). Intestate Succession Application Mexico (Solicitud de Juicio Intestamentario) (Mexico) [Legal document template]. Forms Legal. https://forms-legal.com/mexico/government/court-forms/intestate-succession-application-mexico

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BibTeX
@misc{formslegal-intestate-succession-application-mexico,
  author       = {{Forms Legal}},
  title        = {Intestate Succession Application Mexico (Solicitud de Juicio Intestamentario) (Mexico)},
  year         = {2026},
  howpublished = {\url{https://forms-legal.com/mexico/government/court-forms/intestate-succession-application-mexico}},
  note         = {Free legal document template}
}

Frequently Asked Questions

Statute-referenced template — Template last modified June 2026

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