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Marital Community Property Liquidation Mexico (Acuerdo de Liquidación de Sociedad Conyugal)

Marital Community Property Liquidation Mexico (Acuerdo de Liquidación de Sociedad Conyugal)

ACUERDO DE LIQUIDACIÓN DE SOCIEDAD CONYUGAL

Código Civil Federal Artículos 197–207

I. LAS PARTES

Primer Cónyuge:

Nombre: [Spouse 1 Name]

CURP: [Spouse 1 CURP]

RFC: [Spouse 1 RFC]

Domicilio: [Spouse 1 Address]

Segundo Cónyuge:

Nombre: [Spouse 2 Name]

CURP: [Spouse 2 CURP]

RFC: [Spouse 2 RFC]

Domicilio: [Spouse 2 Address]

II. ANTECEDENTES DEL MATRIMONIO Y DISOLUCIÓN DE LA SOCIEDAD CONYUGAL

Acta de Matrimonio: [Marriage Certificate]

Fecha de Matrimonio: [Marriage Date]

Tipo de Disolución: [Dissolution Type]

Referencia de Resolución: [Divorce Decree]

Las partes reconocen que su matrimonio fue contraído bajo el régimen de sociedad conyugal conforme a los Artículos 183 y siguientes del Código Civil Federal (CCF). En virtud de la disolución señalada, procede la liquidación de la masa conyugal en los términos de los Artículos 197 a 207 CCF.

III. INVENTARIO UNIVERSAL DE BIENES Y PASIVOS COMUNES

Bienes Inmuebles:

[Real Property Inventory]

Cuentas Bancarias e Inversiones:

[Bank Accounts Inventory]

Vehículos:

[Vehicles Inventory]

Participaciones Societarias:

[Business Inventory]

Cuentas AFORE y Pensión:

[AFORE Accounts]

Pasivos Comunes:

[Communal Liabilities]

Valor Neto Total de la Masa Conyugal: [Total Net Value]

IV. LIQUIDACIÓN Y PARTICIÓN DEFINITIVA

Adjudicación al Primer Cónyuge ([Spouse 1 Name]):

[Allocation Spouse 1]

Adjudicación al Segundo Cónyuge ([Spouse 2 Name]):

[Allocation Spouse 2]

Compensación Económica:

[Compensatory Payment]

V. DISPOSICIONES FISCALES Y DECLARACIONES

Las partes declaran que las transferencias de bienes derivadas de la presente liquidación de sociedad conyugal están exentas del Impuesto sobre la Renta (ISR) conforme al Artículo 93, fracción XXII, de la Ley del Impuesto sobre la Renta (LISR). El Impuesto sobre Adquisición de Inmuebles (ISAI) y los honorarios notariales correspondientes serán determinados y liquidados ante el Notario Público autorizante conforme a la legislación estatal aplicable. Los datos fiscales de las partes son: Primer cónyuge RFC: [Spouse 1 RFC]; Segundo cónyuge RFC: [Spouse 2 RFC].

VI. FORMALIZACIÓN Y REGISTRO

Las partes se obligan a comparecer ante un Notario Público para formalizar en escritura pública las adjudicaciones de bienes inmuebles, y a gestionar su inscripción en el Registro Público de la Propiedad. Las transferencias de participaciones societarias se tramitarán ante el Registro Público de Comercio conforme a la Ley General de Sociedades Mercantiles.

VII. FINIQUITO TOTAL

Con la firma del presente acuerdo y el cumplimiento de las obligaciones aquí establecidas, las partes se otorgan recíproco finiquito total y liberación de toda obligación derivada de la sociedad conyugal. Cada parte renuncia expresamente a reclamar cualquier activo o pasivo comunal distinto de los aquí inventariados.

FIRMAS

El presente acuerdo se suscribe en [City], a [Date].

PRIMER CÓNYUGE: [Spouse 1 Name]

Firma: _________________________

SEGUNDO CÓNYUGE: [Spouse 2 Name]

Firma: _________________________

First Spouse (Primer Cónyuge)

________________

Signature

Second Spouse (Segundo Cónyuge)

________________

Signature

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What Is a Marital Community Property Liquidation Mexico (Acuerdo de Liquidación de Sociedad Conyugal)?

A Marital Community Property Liquidation Mexico (Acuerdo de Liquidación de Sociedad Conyugal) is the legal instrument used by spouses in Mexico to formally dissolve the sociedad conyugal (marital community of property) and distribute all jointly accumulated assets and liabilities between the parties upon the termination of their marriage or matrimonial property regime. Governed by the Código Civil Federal (CCF) Articles 197 through 207 — and corresponding state civil codes including the Código Civil para el Distrito Federal and the civil codes of Jalisco (Código Civil del Estado de Jalisco), Nuevo León, Veracruz, and all other Mexican states — this agreement converts the indivisible communal mass (masa conyugal) into individually titled assets assigned to each party.

Under CCF Article 183, spouses who choose the sociedad conyugal regime (or whose state civil code establishes it as the default) hold all property acquired during the marriage through onerous title (bienes adquiridos a título oneroso durante el matrimonio) as jointly owned communal property in equal shares (partes iguales), unless their capitulaciones matrimoniales (pre-nuptial or post-nuptial property agreements) provide for a different proportional division. Article 197 CCF establishes that the sociedad conyugal begins at the moment of the marriage ceremony and terminates upon divorce, annulment, death, or mutual agreement by the spouses to modify the regime — each triggering event requires a corresponding liquidation of the communal mass.

The Acuerdo de Liquidación de Sociedad Conyugal differs from the Acuerdo de Liquidación de Bienes de la Comunidad primarily in its procedural context and scope: the former addresses the complete dissolution of the legal entity of the sociedad conyugal — including the formal closing of the regime itself, the settlement of all communal debts and obligations, and the complete final partition — while the latter may be used more narrowly when only the division of specific assets is needed. In divorce proceedings before a Juzgado Familiar, Mexican courts require the presentation of a formal liquidation agreement for the sociedad conyugal as a prerequisite to the divorce decree in states where the liquidation must precede the dissolution (though most states now separate the two proceedings).

The role of the Notario Público is critical in formalising the liquidation. Any adjudication of real property requires a escritura pública de liquidación de sociedad conyugal executed before a Notario Público and registered with the Registro Público de la Propiedad of the relevant state. The Suprema Corte de Justicia de la Nación (SCJN) has issued tesis aisladas (individual judicial theses) and jurisprudencia confirming that registration of the liquidation instrument is constitutive of title transfer — the unregistered agreement, while binding between the parties, is not enforceable against bona fide third parties (terceros de buena fe) who rely on the public registry.

For marriages contracted in Mexico City (Ciudad de México), the applicable civil code is the Código Civil para el Distrito Federal (CCDF), which mirrors the CCF framework. The Juzgados Familiares of the Poder Judicial de la Ciudad de México handle contested liquidation proceedings (juicio de liquidación de sociedad conyugal) and approve voluntary liquidation agreements (convenios de liquidación) as part of mutual consent divorce proceedings (divorcio incausado or divorcio por mutuo consentimiento under Article 266 CCDF as amended).

Mexico City introduced the divorcio incausado (no-fault divorce) system in 2008, subsequently adopted by most other states, allowing either spouse to petition for divorce without stating a cause (sin expresar causa). The liquidation of the sociedad conyugal remains a separate process that must be completed after the divorce decree — the no-fault divorce reform did not eliminate the requirement for formal liquidation of communal property.

When Do You Need a Marital Community Property Liquidation Mexico (Acuerdo de Liquidación de Sociedad Conyugal)?

A Marital Community Property Liquidation Mexico is required in every case where spouses who were married under the sociedad conyugal regime separate, divorce, annul their marriage, or choose to modify their property regime to separación de bienes — without this formal instrument, the communal mass remains legally undivided and both spouses retain joint rights and obligations over all communal assets.

The agreement is needed immediately after a divorce decree (sentencia de divorcio) becomes final (ejecutoriada) when the couple holds jointly registered or acquired real estate, vehicles, bank accounts, or business interests. Without the liquidation, property registries (Registro Público de la Propiedad), financial institutions (instituciones bancarias), and business registries (Registro Público de Comercio) cannot update their records to reflect individual ownership — the former spouse's name remains as co-owner on all title documents.

A Marital Community Property Liquidation is required when one spouse wishes to sell, mortgage, rent, or otherwise encumber property that was acquired during the marriage under the sociedad conyugal, even after a divorce. Without the liquidation, the former spouse's signature is legally required for any disposition of the property, because the communal mass technically continues to exist until formally dissolved.

The agreement is needed for tax planning purposes under the Ley del Impuesto sobre la Renta (LISR) — the transfer of assets between parties in a sociedad conyugal liquidation qualifies for ISR exemption under Article 93 Section XXII LISR, but the transfer must be evidenced by a formal liquidation instrument executed before the SAT-relevant date. Without a formal agreement, the SAT (Servicio de Administración Tributaria) may treat subsequent transfers of formerly communal assets as taxable dispositions at full market value.

Under Código Civil Federal arts. 197–207, the agreement is required when one spouse (or their estate in case of death) needs to register the transfer of the deceased spouse's communal share — the surviving spouse inherits only the deceased's proportional share of the communal mass, not all communal property, and the liquidation must identify precisely what portion belongs to the estate versus what already belonged to the survivor.

A Marital Community Property Liquidation is also needed when the couple's children or other family members dispute the composition or valuation of the communal mass — the formal written agreement, once approved by the Juzgado Familiar or executed before a Notario Público, establishes a definitive record of what assets existed, their agreed values, and how they were distributed.

What to Include in Your Marital Community Property Liquidation Mexico (Acuerdo de Liquidación de Sociedad Conyugal)

A valid Marital Community Property Liquidation Mexico under Código Civil Federal Articles 197–207 and applicable state civil codes must contain the following essential elements to be legally effective, enforceable against third parties, and acceptable to property registries, financial institutions, and the SAT.

Full Identification of Both Parties: Legal names, CURP, RFC, official identity document numbers (INE credential, passport, or Tarjeta de Residencia), and domiciles of both spouses. The RFC of both parties is required for the SAT exemption claim under LISR Article 93 Section XXII and for any notarial instruments involving real property transfers.

Marriage Registry Reference: The full details of the Acta de Matrimonio — the Registro Civil office number and state, the marriage certificate number, the date and place of marriage, and an explicit confirmation that the marriage was contracted under (or modified to) the sociedad conyugal regime per CCF Article 183 or the equivalent state provision. If capitulaciones matrimoniales were executed specifying a proportional division other than equal shares, these must be referenced.

Dissolving Event: The cause and effective date of dissolution of the sociedad conyugal — the divorce decree number and court, the annulment judgment, the death certificate, or the notarial instrument modifying the regime. The dissolution date determines the valuation date for all communal assets under SCJN jurisprudencia.

Comprehensive Asset Inventory (Inventario Universal): A complete list of all bienes comunes (communal assets) acquired during the marriage through onerous title, including: real property (identified by folio real, clave catastral, municipal address, and surface area); bank and investment accounts (financial institution, account number, CLABE, balance at dissolution date); vehicles (plates, VIN, model, year, and commercial value); business interests (company name, RFC, percentage of capital, and agreed value per business valuation); insurance policies with cash surrender value; AFORE accounts; and personal property of significant value.

Liability Statement (Pasivos Comunes): All communal debts incurred for the benefit of the community — mortgages (identifying the lender, credit number, outstanding principal balance, and monthly payment obligation), personal loans, credit card balances, and joint guarantees. The agreement must specify which former spouse assumes each liability post-liquidation and whether the remaining spouse is released from joint liability by the creditor (subrogación) or remains contingently liable.

Partición (Partition): The specific assignment of each asset and liability to each party, with the agreed commercial value (valor comercial acordado) of each item. Where a formal avalúo (appraisal) was conducted by a Perito Valuador certified by the Sociedad Hipotecaria Federal or an equivalent state body, its number and date should be cited. Total values assigned to each party should be calculated and any compensatory payment (compensación económica) identified.

Compensatory Payment Terms: Where one spouse receives assets of greater aggregate value, the compensatory payment amount, currency, payment method (transfer, cashier's check — cheque certificado), and deadline must be specified. Default in compensatory payment should trigger specified remedies.

Tax and Registration Obligations: Identification of ISAI obligations (by property and responsible party), ISR exemption claim with RFC references, and commitment to register instruments with the Registro Público de la Propiedad within the agreed timeframe. Forms-legal.com offers this Marital Community Property Liquidation Mexico template as a preparation resource — notarial execution is required for all real property transfers.

Mutual Release Clause: A broad release (finiquito total) by each party of all claims against the other arising from the sociedad conyugal, subject only to the specific obligations created by the liquidation agreement itself.

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Forms Legal. (2026). Marital Community Property Liquidation Mexico (Acuerdo de Liquidación de Sociedad Conyugal) (Mexico) [Legal document template]. Forms Legal. https://forms-legal.com/mexico/personal/family/marital-community-property-liquidation-mexico

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@misc{formslegal-marital-community-property-liquidation-mexico,
  author       = {{Forms Legal}},
  title        = {Marital Community Property Liquidation Mexico (Acuerdo de Liquidación de Sociedad Conyugal) (Mexico)},
  year         = {2026},
  howpublished = {\url{https://forms-legal.com/mexico/personal/family/marital-community-property-liquidation-mexico}},
  note         = {Free legal document template}
}

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