GuoBar Legal Education

Property Acquired by Gift, Devise, or Bequest

Open Lesson·Legal English Grammar · 5 roles
Community Property · Lesson 07

Property Acquired by Gift, Devise, or Bequest

這一課問的是:婚內以贈與、遺贈、繼承取得之財產如何分類?

ActorActObjectStandardConsequence

Issue · what this lesson is really about

How is property acquired during marriage by gift, devise, or bequest characterized?
這一課問的是:婚內以贈與、遺贈、繼承取得之財產如何分類?
Trigger words & phrases that should flag this issue:
giftinheritancedevisebequestreceivedintent

Core Terminology · 7 must-know

Tap a card to flip and reveal the meaning.

gift
Tap to see meaning
Voluntary transfer without consideration.
贈與。
devise
Tap to see meaning
Gift in will.
遺贈。
bequest
Tap to see meaning
Gift in will (personalty).
遺贈(動產)。
donative intent
Tap to see meaning
Donor's intent re individual or both spouses.
贈與意圖。
rents and profits of SP
Tap to see meaning
Generally SP.
SP 之租金與利益。
commingled gift
Tap to see meaning
SP gift mixed with CP retains SP via tracing.
混同。

Rule Sentence · the workhorse

Property acquired by either spouse during marriage by gift, devise, or bequest is the recipient spouse's separate property; rents, profits, and income from separate property generally remain separate property absent transmutation.

Sentence Anatomy · 5 roles, 5 colors

Every rule sentence breaks into five visual roles.

Actor 行為人recipient spouse受贈配偶
Act 行為receiving gift/inheritance接受贈與/繼承
Object 對象property財產
Standard 法律標準donative intent + tracing贈與意圖 + 追蹤
Consequence 後果SP characterizationSP 分類

Casebook Snapshot · a real American case

In re Marriage of Aufmuth
California Court of Appeal, 1979 · the title-as-conclusive case
Holding. When community funds are used to acquire property titled in one spouse's name as separate property, an unrebutted presumption arises that the title-holding spouse takes a gift of the community funds — making the property SP. Modern §2581 reverses this for community-titled property.
Why it matters. Aufmuth demonstrates title-based presumptions; modern statutes have altered some of these defaults.
Aufmuth:以名義為基之贈與推定;現代法已修改部分。

Common Mistakes · what trips students

✗ inheritance 婚後即變 CP。
✓ Remains SP.
保持 SP。
✗ rents from SP 為 CP。
✓ Generally remain SP.
通常保持 SP。

Mini IRAC · build the Application

Issue. Is the $100,000 H received as a gift from his uncle during marriage H's separate property?
Rule. Property acquired by gift during marriage is the recipient spouse's separate property.
Application (model). H received the $100,000 gift from his uncle, intended for H alone. Because property acquired by gift during marriage is the recipient spouse's SP, the fact that the gift was made to H alone with that donative intent means the $100,000 is H's SP.
Pick the right element for each blank:
g1.
g2.
Conclusion. Therefore, the $100,000 is H's separate property.

MBE Check · multiple choice

H's SP rental property generates $40,000/year in rents during marriage. Are the rents CP or SP?

Practice Drill · tap to build the rule

Drop the chips here in correct order:
Tap chips to add → tap chips in the target to remove:

Lesson 07 complete

You can now read, write, and reason this rule in English.

Next lesson →